WED 16 SEPT 2026 · 95 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

Wednesday, 9 September 2026

19 pieces

Investing in AI · Rob May

Reader Submission: A Deeper Dive on DellAI · Industrials

Saanya Ojha

Mathematicians Have Navier Been More StokedAI · Data

Euclid Ventures

The Sriracha ProblemAI · Marketplace · Enterprise

A16Z

Investing in LightfieldEnterprise

Lerer Hippeau

Please welcome Type, the first multiplayer AI product for teamsAI · Enterprise

Fabrice Grinda

Population Decline Is Real. So Is the Reversal.Market

Sammy Abdullah

Q2 2026 SaaS Earnings: The Best Quarter in YearsEnterprise · DevTools · Data

Kevin Stevens

Weekend SoftwareAI · Enterprise · Market

Saastr

What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”Market · AI

Medha Agarwal

From Models to Machines: The Physical AI Market MapAI · Robotics · Industrials

A16Z

Introducing CovenantDefense

Startup Hacks · Alex Iskold

On moats and barriers to entryEnterprise · AI

Venture Unlocked · Samir Kaji

Wins Above Replacement: The New Way to Judge FoundersMarket

Melody Koh · Melody Koh, Partner @ NextView

The Third LayerAI · Market

A Wealth of Common Sense · Ben Carlson

Animal Spirits: Everywhere MillionairesMarket

Fintech Ruminations

Faster rails, same old rulesFintech · Crypto

Deconstructor of Fun

Just Dessert vs. Gossip Harbour: Who Merged It Better?Gaming

makers + builders · Parul Singh

Your Harness Is the ProductAI

Lightspeed Venture Partners · Sebastian Duesterhoeft, Sachin Patel, Naveed Matinfar

Helping Legal Teams Own Their Intelligence: Our Series H Investment in HarveyLegal · AI

Tuesday, 8 September 2026

21 pieces

Travis May

Lessons from Shaper’s Third YearMarket

Newcomer · Eric Newcomer

Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI SummitMarket

A Wealth of Common Sense · Ben Carlson

The End of a Golden Era For InvestorsMarket

Harlem Capital

Our 27th Class: Meet Harlem Capital’s Fall 2026 InternsMarket

Saanya Ojha

Of Alien Minds and Prisoner’s DilemmasAI · Infra · Market

Fika Ventures

The AINS Calculator (AI-Native Services)AI · Market

Chamath Palihapitiya · Chamath Palihapitiya

Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.AI · Infra · Insurance

Annelies Gamble

Scaling Agentic CommerceBanking · AI · Retail

Sammy Abdullah

Strategic Investors Do NOT MatterMarket

Climate Tech VC

🌎 Back to school #312Climate · Data · Market

The Sociology of Business · Ana Andjelic

Six faces of luxuryConsumer · Travel · Retail

Saastr

Meet Our Agents: What All 20 Actually Do, What They Refuse to Do, and Every Place They’ve Failed UsMarket · Enterprise

Radical VC

A World Model for Spatial IntelligenceAI · Infra · Robotics

QED

LLM incentives and the application layerAI · Enterprise

Not Boring · Packy McCormick

Everyone is Reading Lonesome DoveMedia · AI

Lenny's Newsletter

How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)AI

Michael Greeley

Another Great Add to the Flare Capital Team…Market

Menlo VC

Welcome Alex Kurland, Menlo’s Newest PartnerMarket

BIG by Matt Stoller · Matt Stoller

Monopoly Round-Up: The Enshittification of the American HamburgerRetail

Lightspeed Venture Partners · Antoine Moyroud, James Ephrati

From First Check to the Global Stage: Our Continued Partnership with MistralAI · Infra · Market

Lightspeed Venture Partners · Ravi Mhatre, Guru Chahal

Our Investment in CylakeSecurity