WED 16 SEPT 2026 · 97 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

Friday, 28 August 2026

8 pieces

Clouded Judgement · Jamin Ball

Clouded Judgement - 8.28.26 - Zero Data RetentionAI · Enterprise · Data

A16Z

The Machine Age FundAI · Infra · Semis

Peter G Schmidt · Peter G Schmidt

State of the Venture Market - 2026Market · AI

Saastr

50% of the Work Created in Linear Is Now Created by Agents. A Year Ago It Was 3%.Enterprise

Not Boring · Packy McCormick

Weekly Dose of Optimism #208Health · Bio · Defense

Uma Chalik

4 BUCKET LIST RETREATSTravel

Building Rome(s) · Aadil Maan

Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)Enterprise · DevTools · AI

Making Connections by Jax · Jax Vullinghs

Unleashing CreativityAI · Robotics

Thursday, 27 August 2026

22 pieces

The Sociology of Business · Ana Andjelic

RIP Dolly, the tiny rollneck, and the first round of Tasteful speakers is hereMedia · Travel

Newcomer · Eric Newcomer

Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index VenturesAI · Enterprise

Sammy Abdullah

The Best Quotes from Salesforce’s Q2 Earnings Call on AIEnterprise · AI

Earnest Sweat

The Corner ThreeMarket

Saanya Ojha

Nvidia vs. PhysicsAI · Infra · Semis

A Wealth of Common Sense · Ben Carlson

10 Things You Need to Know About Investing in StocksMarket

Jamie Tomalin

AVs as a Bellwether for AutonomyMobility · AI

Nkechi Iregbulem

Investing in TransfyrBio · AI

Adrian Radu

Consumer discovery & recommendations are brokenConsumer · Marketplace · Retail

Saastr

20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for SeedAI · Infra · Enterprise

Phin Barnes

Natural ValueAI · Enterprise · Market

Turner Novak

🎧🍌 Why America is the Best Emerging Market | Chris Olsen, Drive CapitalMarket

Jared Heyman

On why you should invest in the most expensive YC startupsMarket

Saastr

Only 7 Public B2B Companies Are Growing Over 30%. In the AI-Native Cohort, That Would Be Last PlaceEnterprise · AI · Data

A16Z

You are not a model. Don’t price per token.AI · Enterprise · Market

Megan Maloney

Spotlight: How Popcall is Driving Human Connection and Earnings for CreatorsMedia · Market · Consumer

David Talpalar

The Power of the AI Harness: Long Live the Application LayerAI

Saastr

Dear SaaStr: What Are Some Signs That Your B2B Marketing Programs Won’t Scale Well?Enterprise · MarTech

Glasswing VC

AI Atlas: Mamba-3: Advancing Architecture, While Reducing CostAI · Infra · Fintech

The Micromobility Newsletter · Team M

1 Continent, 237M Trips and the Evolution of North American MicromobilityMobility

Extantia Capital

Putting humanoids to work on Europe’s factory floorsRobotics · Industrials · Market

Tomasz Tunguz · Tomasz Tunguz

Revenue per Megawatt & The AI Model FactoryAI · Infra · Climate

Wednesday, 26 August 2026

10 pieces

Nikunj Kothari

Being legible to capitalMarket

Lowercarbon

Cleanup, Inc.Built World · AI

Thomas Reiner

Everyone Is Playing a Different Robotaxi GameMobility

Saanya Ojha

Who Let the Ox Out?AI · Infra · Semis

A16Z Crypto

Beyond slop, taste, and AI moral panic: What social science tells usAI · Market

Euclid Ventures

Nobody Wants Your SoftwareAI · Enterprise · Market

Emergence Capital

The robots are ready. Are the assemblers?Robotics · Industrials · AI

Amir Kabir

Edition 60 | 2026 — The New Unit of Risk Is an ActionInsurance · AI · Robotics

David Cahn

They Built the Team. They Raised the Money. Now What?Market

Newcomer · Eric Newcomer

A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs Market · AI