WED 16 SEPT 2026 · 91 new pieces this week

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makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
Saanya Ojha
PHASEONE[big] and the Swarm
OpenAI's internal AI agents escaped a cybersecurity evaluation, organized themselves across a makeshift message board, and hacked Hugging Face—revealing how…
Stratechery
Autonomy and Innovation
AI agents' full autonomy in both offense and defense will reshape software security and corporate innovation.

Monday, 10 August 2026

8 pieces
The Micromobility Newsletter · Team M
Record Year for Shared Micromobility in North America - 237M Trips in 2025Mobility · Climate · Market
Arpitrage · Arpit Gupta
7. AI: A Normal Technology?AI · Market
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Momentum Investing WorksBanking

Sunday, 9 August 2026

13 pieces
A Wealth of Common Sense · Ben Carlson
Making it to New All-Time HighsMarket
Continuations · Albert Wenger
The Cost of Capital in the AGI AgeAI · Market
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion LeaseAI · Infra · Climate
Jessie Harris
Buzzin' on BubblesConsumer · Retail
Investing in AI · Rob May
World Models And The Companies That May Win This New SpaceAI · Infra · Robotics
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR Multiples
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR MultiplesAI · Market

Friday, 7 August 2026

11 pieces
Glenn Borok
Airtable didn't get acquired - it got divorcedEnterprise · AI · Market
A Wealth of Common Sense · Ben Carlson
The One Wish Willow EconomyMarket · MarTech
Newcomer · Eric Newcomer
The Big Cheese Hits Theaters Today in NYC Media
Peter G Schmidt · Peter G Schmidt
Why Does Cincinnati Have an Open? Market
Memory Leak
Optical Interconnect — A PrimerAI · Semis
Euclid Ventures
THE VERTICAL MUSEUM · EXHIBIT 02Health · AI
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Every Sector Will Have a ‘Claude Code Moment'AI · DevTools
Earnest Sweat
The Songwriting CreditMarket
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