Surfacing
Emergence Capital's monthly newsletter surfaces the most relevant news, thoughts, trends, and jobs in B2B SaaS.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 28, 2026
Latest issues
Five frontier launches and one unanswered question (opens the original)
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By Joe Floyd, General PartnerFive frontier models launched in ten days this month. Every announcement showed their best performance run atop a cherry-picked leaderboard. OpenAI said GPT-6 Astra saturated ARC-AGI-3 at 99.9%. The benchmark’s own operators ran it and got 62.7%.Same model, same test... a 37-point spread.The benchmark gap boils down to compute. ARC Prize’s headline run cost about $26,000. That was a single optimized pass at the benchmark. OpenAI’s run burned over $220,000 across atte
The robots are ready. Are the assemblers? (opens the original)
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<img alt="" class="sizing-normal" height="662" src="https://substackcdn.com/image/fetch/$s_!Q7GI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa3f82b54-6427-43bf-a46b-0777305f1f0e_1920x873.png"
Open Weights Are a Bet on Autonomy (opens the original)
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<img alt="" class="sizing-normal" height="808" src="https://substackcdn.com/image/fetch/$s_!pGic!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8b98b547-607a-45d5-a294-d3a5dd927058_1920x1066.pn
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