WED 16 SEPT 2026 · 100 new pieces this week

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Select picks in the past month
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.

Monday, 31 August 2026

14 pieces
Adrian Radu
The Great AI Talent ConcentrationAI · Market
Climate Tech VC
🌎 How founders are raising in 2026 #311Climate · Market
The Micromobility Newsletter · Team M
Nextbike Adds 1K E-Bikes to its Berlin FleetMobility
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Cash Was Easy…Now What?Banking
Deconstructor of Fun
Mattel Wants Studios to Pitch the UncomfortableMedia · Gaming
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Did America Just Set Up an FDA for Big Tech?AI · Gov
A Wealth of Common Sense · Ben Carlson
Jerry Seinfeld’s Evergreen Career AdviceMedia
Tomasz Tunguz · Tomasz Tunguz
The Price of Entry to the FrontierAI
Kenneth Auchenberg
Build the damn best product.Market

Sunday, 30 August 2026

11 pieces
Kevin Stevens
Every Overbuild Ends the Same WayAI · Climate
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $30 Trillion MoonshotAI · Enterprise
Investing in AI · Rob May
How To Think About The Negative ROI on AI InvestmentAI · Infra
Below the Line by Kevin LaBuz · Kevin LaBuz
#173 – E-commerce Looks Like Itself AgainRetail · AI

Friday, 28 August 2026

11 pieces
A Wealth of Common Sense · Ben Carlson
My Most Contrarian Opinion Right NowBanking
Janelle Teng
AI/Data infra + dev tools M&A is having a momentAI · Infra · DevTools
Saanya Ojha
The Claudeforce AwakensEnterprise · AI
Sammy Abdullah
Increases in ACV are not freeEnterprise · Fintech
Kevin Stevens
The Interface Was Never the MoatAI · Enterprise · Industrials
Net Interest · Marc Rubinstein
Untangling GuggenheimInsurance · Banking
Newcomer · Eric Newcomer
Nvidia Is Carrying the AI Economy. Is That a Problem? AI · Infra · Enterprise
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Will California Go Broke?Gov · Market · Fintech
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