SAT 05 SEPT 2026 · 109 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.

Tuesday, 9 July 2024

26 pieces
99% Derisible · Yoni Rechtman
Our Buyout Thesis
Mike Maples Jr.
Today is the Day!
Deepwater Asset Mgmt
Can AI Predict the Future?
A Wealth of Common Sense · Ben Carlson
Buying a House at the Top of the Market
Mountside Ventures
VC spotlight with Ascension
Ian's Blog: Nominal Returns · Ian Gutterman
Prop Cat Is Significantly Underpriced This Year
My Climate Journey · Jason Jacobs
Our Investment in TELO
My Climate Journey · Jason Jacobs
Our Investment in TELO
AVC · Fred Wilson
Board Meeting Suggestions
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AGI, unevenly distributed
makers + builders
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