The more AI enterprises adopt, the more implementation, integration, migration, and change management work gets created.
That feels like a large opportunity to us: https://t.co/cuvtxLYwAp
Some corners of financial infrastructure got APIs.
Some got AI.
Transfer agents got...fax-machine energy.
Excited to back @VinylEquity as they modernize one of the most overlooked layers of the capital markets stack: https://t.co/COp3THmZzu
Capital markets infrastructure is one of those things nobody notices until it breaks.
Too many critical workflows still run on disconnected systems and manual processes.
Excited to lead @VinylEquity's $20M Series A alongside a great group of investors.
Cheers to @axios and @ryanlawler for the story: https://t.co/42GFdrEPuh
AI ideas are easy. Implementation is hard.
That's why we launched the Forward Deployment Engineer (FDE) Fellowship: to help portfolio companies turn promising AI concepts into real-world systems and workflows.
Excited to welcome Jainam Patel as our first fellow. Read more: https://t.co/EvcmIfagRQ
The physical world is messy. Edge cases pile up fast. At some point, teams can’t debug failures robot-by-robot anymore.
@pasha_aqil on why reliability infrastructure may become foundational to the Physical AI stack: https://t.co/oy0WHJirH8
Identity security is breaking at runtime.
We still optimize for provisioning.
But risk shows up during execution.
In the last two weeks:
@Cisco acquired @AstrixSecurity@silverfort acquired @fabrix
That’s not a coincidence.
Access isn’t a decision. It’s a sequence.
Most AI tools help engineers write code faster.
Blitzy helps enterprises finish what they start.
$200M round at a $1.4B valuation.
Reverse-engineers the codebase. Orchestrates thousands of agents. Ships months of work in weeks.
Worth a read: https://t.co/YWpsAj3Ec3
Most agent failures don’t look like failures.
They look reasonable. Slightly off. Hard to trace.
That’s the gap observability needs to solve.
@saayanath and @pasha_aqil break it down: https://t.co/XailqoSSfD
Ping pong in Toronto. Coffee at RSA. Whisky in Chicago.
In between:
• @Standard_Kernel on idle AI compute
• @abovesec on behavioral risk
• @OneRSAC takeaways from CISOs
• @cabledottech joins @synctera
Catch up: https://t.co/TEIWcJdaOC
We’ve overbuilt for intruders and underbuilt for insiders.
Nearly 60% of breaches involve the human element.
@abovesec is built for what happens after access is granted.
Why we invested: https://t.co/JdZl9Nv5TR
RSA didn’t start on Monday.
Breaches hit before day one. By the time CISOs showed up, the themes were already real.
@saayanath@pasha_aqil break down what actually mattered last week: https://t.co/K6vEVKGY8G
@OneRSAC didn’t start on Monday.
Breaches hit before day one. By the time CISOs showed up, the themes were already real.
@saayanath@pasha_aqil break down what actually mattered last week: https://t.co/K6vEVKGY8G
Above Security emerges from stealth with $50M to tackle insider risk in the age of AI agents.
Proud to participate alongside Ballistic, Merlin, Norwest, and QP Ventures.
Excited for what Aviv, Amir, and team are building.
👉 https://t.co/vzTfks7iiY
The next wave of AI winners won’t be model companies.
They’ll be the ones that make enterprises actually change.
@TarunMGupta & @Will share where they’re looking 👇https://t.co/ly22WfuMaY
We have a utilization problem.
GPUs are running <30% capacity.
@Standard_Kernel (@anneouyang + @ChrisRinard ) unlocks up to 4x performance.
Why we invested: https://t.co/YqovYkPhaO