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

Wednesday, 26 August 2026

13 pieces

Patrick Salyer

The SaaSpocalypse CEO Survival Guide: Six Months LaterEnterprise · AI

Investing in AI · Rob May

Flex Ltd: Will Power Be The New Silicon?AI · Semis · Industrials

Saastr

A Quiet Salute to the CEOs Still Rebuilding for the Age of AI. Most Are Maybe 40% Of The Way There.Enterprise · AI

Sammy Abdullah

CEO Comments on AI from 19 SaaS Earnings CallsEnterprise · AI

A16Z

Faking a brand is easy. Making it stop is hard.Security · MarTech

Fintech Ruminations

The local leg: solving local liquidity in the stablecoin sandwichFintech · Crypto

Saastr

5 Interesting Learnings from Box at $1.29 Billion in Revenue: 17% Billings Growth, 106% NRR, and 20 Basis Points of AI Margin CostEnterprise · Data · AI

A Wealth of Common Sense · Ben Carlson

Animal Spirits: Are Free Markets Dead?Market

Melody Koh · Melody Koh, Partner @ NextView

The Frictionless BargainAI

Venture Prose

Timing, Attitude and DiscernmentAI · Market

BIG by Matt Stoller · Matt Stoller

Why Political Moderates Are LosingGov · Market

Tomasz Tunguz · Tomasz Tunguz

NVIDIA's $108b QuarterSemis · AI

Tomasz Tunguz · Tomasz Tunguz

NVIDIA's $108b QuarterSemis · AI

Tuesday, 25 August 2026

19 pieces

Radical VC

Applying RSI to the Organization, Not Just the ModelAI · Bio

David Teten

The Republic Is Your Largest Unhedged PositionMarket

Euclid Ventures

The Verticalist Summit Is BackMarket

Phin Barnes

The cofounders of Bolt & Gamma on why everything about building software is changingAI · DevTools · Enterprise

A Wealth of Common Sense · Ben Carlson

How Will This Cycle End?Market

Carried Away

No Guitars on This TrackMarket

Annelies Gamble

Routing Intelligence: Prateek Jain on Long-Horizon AgentsAI · Infra

Equal Ventures

“With a little help from my friends” – Announcing the EMC Selection CommitteeMarket

Adrian Radu

Tech IPO PerformanceMarket

Saanya Ojha

Not in My Backyard, Not on My GridClimate · AI

Obvious

10 Emerging Robotics Infrastructure ThemesRobotics · AI · DevTools

Sammy Abdullah

The 13 Commandments of Customer SuccessEnterprise

Fabrice Grinda

My Health and Longevity ProtocolHealth

A16Z

Intelligence is the Primitive. Applications are the Diffusion Layer.AI · Enterprise

Insight Partners

How Insight Partners’ Government Advisory Board helps companies scale in government marketsGov · Defense

Lenny's Newsletter

How to figure out your next career moveHR

The Sociology of Business · Ana Andjelic

The Stone Island TestConsumer · Retail

Not Boring · Packy McCormick

An American Engineer in ChinaIndustrials · AI · Climate

Jamesin · Jamesin Seidel

Analysis of NeoLab RaisesAI · Market

Monday, 24 August 2026

8 pieces

David Teten

Launching a philanthropic co-investment vehicle to back a healthier democratic republicMarket

Continuations · Albert Wenger

Universal Moral Core Principle 2AI · Market

NextView VC

Consensus by ConstructionMarket

NextView VC

Some Assembly RequiredMarket

Saanya Ojha

Default to OpenAI · Infra

Joe Lonsdale

Ep 161: Generalist CEO Pete Florence on the Robot Revolution & Bringing General Intelligence to the Physical WorldRobotics · AI

Lenny's Newsletter

🎙️ How I AI: Grok Bot + Grok 4.6—what’s great (and what’s still hype) & Lessons from spending $20,000 on Devin in one month AI · DevTools

Turner Novak

🎧🍌 Brex’s 1st Employee On Thinking Like a Founder | Michael Tannenbaum, CEO of FigureFintech · Market