WED 16 SEPT 2026 · 88 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.

IndustriesAll AI (Horizontal)Venture Capital & Startups Enterprise Software AI Infrastructure Developer Tools Energy & Climate Fintech Robotics Cybersecurity Marketing & Sales Tech Semiconductors Consumer Retail & E-commerce Manufacturing & Industrials

Monday, 3 August 2026

3 pieces

BIG by Matt Stoller · Matt Stoller

Monopoly Round-Up: Are Big AI Firms Cooking the Books?AI · Market

Tomasz Tunguz · Tomasz Tunguz

AI is a Terrible Ghostwriter

Tomasz Tunguz · Tomasz Tunguz

AI is a Terrible GhostwriterAI

Sunday, 2 August 2026

18 pieces

Alex Lazarow · Alex Lazarow

The Power Law Comes For Venture Capitalists TooMarket

Radical VC

A Functional Taxonomy of World Models

A Wealth of Common Sense · Ben Carlson

The Biggest Risk of Rising Bond YieldsBuilt World

Chamath Palihapitiya · Chamath Palihapitiya

The Leverage Inside Korea’s Memory TradeSemis · AI · Market

OpenVC.app

How to Protect Your Pitch Deck from Bad InvestorsMarket

Hunter Walk

Why “Grab Any Seat on the Rocketship” is a bad career strategy; this VC thinks people are right to…Market

Hunter Walk

Why “Grab Any Seat on the Rocketship” is a bad career strategy; this VC thinks people are right to hate today’s capitalism; look for founders who play RTS games; and a Chrome extension which blocks slop ecom brands ++ [link blog]Market · AI · Consumer

Radical VC

A Functional Taxonomy of World ModelsAI · Infra · Robotics

Saanya Ojha

🧾 Weekly Wrap Sheet (07/31/2026): Sandboxes, Switchboards & SpendAI · Infra · Security

Saastr

The AI Board Member: Should Yours Should “Chair” the Next Meeting? At Least ConceptuallyAI · Market

Jessie Harris

Modern Innovation: How Form Factor Fuels GrowthConsumer · Retail

Lenny's Newsletter

This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)Marketplace · Market

Investing in AI · Rob May

A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of InferenceAI · Infra · Fintech

Saastr

Jason’s Takes on This Week’s 20VC: The Toggle Is a Permission Grant, The Blame Test Decides the Deal, and Why Five Years of Price Increases Is a CountdownAI · Enterprise

Sajith Pai

Stanford, Storytelling, Billionaire Inflation, and Chinese VCsMarket

Kenneth Auchenberg

Why Dashboard UIs end up as tragedy of the commons

Kenneth Auchenberg

Why platform Dashboard UIs end up as tragedy of the commonsEnterprise · DevTools · AI

Kenneth Auchenberg

Dashboard UIs are a tragedy of the commonsEnterprise

Saturday, 1 August 2026

8 pieces

Lenny's Newsletter

🧠 Community Wisdom: Getting started with open source models, making a U.S. business trip worth it, preparing for a possible layoff, when marketing can’t keep up with product, and moreMarket

A16Z Crypto

Marc Andreessen & Chris Dixon: Why America needs CLARITYCrypto · Banking · Fintech

Saastr

The #1 Most Important Thing to Understand About AI SDRs: They Can’t Figure It Out For You. That’s Still Your Job. For Now, At Least.Enterprise · MarTech · AI

Kyle Harrison

A Global Weighing MachineMarket

Stage 2

How to Measure AI ImpactMarTech

Ed Sim

What’s 🔥 in AI/Infra/VC #509Security · AI · Infra

BIG by Matt Stoller · Matt Stoller

Google Maps, Uber, and Wall Street Run on Socialism: How the U.S. Government Built the Global Positioning System

A Wealth of Common Sense · Ben Carlson

Why I Love the Stock MarketSemis · AI

Friday, 31 July 2026

11 pieces

Nikunj Kothari

Mode Push

Hunter Walk

Airlines Are Using AI to Maximize Prices — Here’s How You Fight Back

Saanya Ojha

Prime Time for AWS

Hunter Walk

Airlines Are Using AI to Maximize Prices – Here’s How You Fight Back

Fabrice Grinda

Marketplaces in the Age of AI: Threat or Opportunity?

Newcomer · Eric Newcomer

The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.

Retail Is Alive · Rebekah Kondrat

Five Plus One: How It Started, How It’s Going, and A Few Things I Know For Sure

Saastr

5 Interesting Learnings from Procore at $1.5 Billion in ARR: 16% Growth, Its First GAAP Operating Profit, and $845M for DroneDeploy

Saastr

When a 3.8x “Exit” Becomes 1.6x: The Gap Between Markups and Returns

Chamath Palihapitiya · Chamath Palihapitiya

Deep Dive: Autonomous Driving

A16Z

Charts of the Week: Moar Machines