SUN 13 SEPT 2026 · 110 new pieces this week
The latest theses & analyses from 800+ venture investors.
Subscribe to get the weekly digest. Every Sunday.
Join 5,000+ investors, founders and LPs
Select picks in the past month
makers + buildersParul Singh
AGI, unevenly distributedSoftware AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
Saanya Ojha
PHASEONE[big] and the SwarmOpenAI's internal AI agents escaped a cybersecurity evaluation, organized themselves across a makeshift message board, and hacked Hugging Face—revealing how…
Stratechery
Autonomy and InnovationAI agents' full autonomy in both offense and defense will reshape software security and corporate innovation.