WED 16 SEPT 2026 · 100 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, 2 September 2026

10 pieces

Kevin Stevens

Software's Death Was Greatly ExaggeratedEnterprise · AI

Saastr

Our Newest AI Agent Is a Renewal Agent. It Builds a Better Renewal Deck Than Any Human Could, For Every Single Account. Not Just the Big Ones.Enterprise · MarTech

Earnest Sweat

RinglessMarket

Insight Partners

Tripling down on Wonderful: Building the AI operating system for the enterpriseEnterprise · AI

Day by Jay · Jackie DiMonte

The Series A is dead, Long live the Series A Market

Lenny's Newsletter

Grok Bot vs. OpenClaw: How I replaced my entire agent stackAI · DevTools · Enterprise

A Wealth of Common Sense · Ben Carlson

Animal Spirits: The Next Michael BurryAI · Market

Entrepreneur First

Portfolio News | Summer 2026Market · AI · Infra

Akash Bajwa

Long-Horizon Agents: Compute, Memory and Power ProfileAI · Infra · Data

Tomasz Tunguz · Tomasz Tunguz

AI Productivity Doesn't Mean What I Thought It MeansAI

Tuesday, 1 September 2026

24 pieces

Vickram Pradhan

Breakthroughs in Cancer Care; Clinical vs. Operational vs. Commercial Innovation in HealthcareBio · Health

Obvious Ventures

In Response to Bill Gates: It’s Time to Reimagine CapitalismAI · Market

Conor Witt · Conor Witt

The Data Tapes Edition #52Banking · Data · Climate

Radical VC

Generalist AI Ushers In The “GPT-3 Moment for Robotics”Robotics · AI

Annelies Gamble

Science's Observability ProblemBio · AI

Teddy Blank · Teddy Blank

The Golden Age of Biomedical Devices Has ArrivedBio · Health · AI

NextView VC

Magical Thinking and Our Investment in FambotConsumer · AI

A Wealth of Common Sense · Ben Carlson

14 Questions I’m Thinking AboutAI · Banking · Market

Patrick Salyer

The new Series A is the old Series B.Market

Lolita Taub

🌛 Dark factories, AI decks, immigrant founders, $1.5M+ funding opportunities, and moreMarket

David Cahn

Investing in Form Energy: America’s Battery Champion for the AI Grid Climate · AI

Saanya Ojha

PHASEONE[big] and the SwarmAI · Security

Ian's Blog: Nominal Returns · Ian Gutterman

The Time Value of Money, RevisitedMarket · AI

Sammy Abdullah

9 Major Themes from Q2 SaaS Earnings CallsEnterprise · AI

Carried Away

Three Beach MinimumMarket · AI

Matt Brown

Investing in LightClimate · Fintech

Saastr

ICONIQ: The 100%+ Growers Added 133% More Headcount in H1 2026. But The 50%-100% Growers Cut Hiring Almost in Half.Enterprise

A16Z

“Enshittification” Isn’t RealMedia · Market

Madrona Ventures

Revenue Teams Don’t Need Another Tool, They Need the Truth – Our Investment in SciFinEnterprise · Market

Lenny's Newsletter

How to turn your AI into a world-class designerAI · DevTools · MarTech

Ben Yoskovitz

Launching Wordspine: A Fun, Free Daily Word GameGaming

Heartcore

👩🏻‍💻 Heartcore InsightsAI

Meritech

Meritech Software Pulse | 28-August-2026Enterprise · Data · Fintech

Tomasz Tunguz · Tomasz Tunguz

AI Productivity Doesn't Mean What I Think It MeansAI

Monday, 31 August 2026

6 pieces

Cathay

Enterprise AI Economics: How to Scale Intelligence Without Scaling CostsAI · Enterprise

Tanay Jaipuria · Tanay Jaipuria

How Matic got robots into 10,000 homesRobotics · Industrials

Nikunj Kothari

The New ValleyAI · Market

Equal Ventures

Announcing the Additions of Jon and Sophia to the Equal Ventures Team Market

Continuations · Albert Wenger

Universal Moral Core Principle 2: ImplicationsAI · Market

Sammy Abdullah

SaaSpoca-who? SaaS companies are having their best quarter. Ever.Enterprise · Semis