Arsham Memarzadeh

VC at @MeritechCapital

[Arsham Memarzadeh @arshammem]

Amazing how fast the @depthfirstlabs team ships

[QM @qasimmith]

AI agents are enabling every team to build useful software. This is incredibly exciting, but it also means the attack surface is changing. We recently learned that our adversaries are already using frontier models to create malware and exploit vulnerabilities.

To address this, today we’re launching the depthfirst Dependency Firewall to find and block malware in supply chain dependencies before they’re installed.

It uses the same engine that discovered NGINX Rift, now optimized to detect malware in open-source packages.

We want companies to move faster with AI, without compromising security.

Above all, @depthfirstlabs is a mission driven organization. This is another step towards achieving our mission of securing the world's software, an increasingly urgent need as artificial intelligence accelerates how software is built, deployed and attacked.

[Arsham Memarzadeh @arshammem]

The moment we've all been waiting for

[Alex Clayton @afc]

SpaceX filed its S-1 last week, and my partner @ausw2000 read all 318 pages (and made all the charts) so you don’t have to. The result: three businesses in one — Space, Connectivity (Starlink), and AI. AI is set to become the largest revenue segment within a year.

The company did $18.7B in FY25 revenue, up 33% YoY, and is reportedly expecting a $1.75T valuation that would make it a top-10 company globally.

[batuhan the fal guy @isidentical]

Growing faster than all, while having largest customer account for less than %10 of revenue. Guess who it is?

[Arsham Memarzadeh @arshammem]

@andrew__reed 😂I will gladly buy the opposite product for ours

[Arsham Memarzadeh @arshammem]

new site 😍 https://t.co/TKqkRAKvXP

[Arsham Memarzadeh @arshammem]

Finally something Brex and Ramp can agree on. fal 🚀

[Brex @brexHQ]

BREX DATA: Spring 2026’s top 25 fastest-growing software vendors.

[Arsham Memarzadeh @arshammem]

Excited to announce our investment in @Mind_Robotics. 

Our thesis was simple: Mind has an unfair advantage around data, hardware, and customer access for iterative deployment. This trifecta is the holy grail in robotics:

1) Data collection is typically burdened by the chicken and egg problem.

2) Hardware is complex and uneconomical for most new robotics companies. Sourcing and assembling motor systems, battery packs, power electronics, silicon - all in an affordable way that is tightly integrated with software from the ground up - takes years and meaningful scale to get right.

3) Iterative customer deployment - testing while building - is necessary yet next to impossible until you have a production ready robot capable of long tail task autonomy. 

Mind's deeply embedded relationship with Rivian solves for these, and, as a very happy Rivian customer, I know that @RJScaringe understands how to build vertically integrated hardware better than almost anyone.  

https://t.co/9ljxGbN8Ov

[Arsham Memarzadeh @arshammem]

99 of the 100 largest companies in the world are SAP customers. Now they can all access @n8n_io natively. Awesome collab.

https://t.co/tkQ1LKI0nG

[fal @fal]

Generate images and video directly from your terminal with Claude + our new genmedia CLI.

• Search and run fal models from CLI
• Generate structured commands with Claude
• Run async media workflows
• Download outputs locally
• Use installable agent skills

Watch the full tutorial: https://t.co/3RhBkZnzIq

[True Anomaly @The_TrueAnomaly]

Protecting the U.S. homeland from ballistic missile and hypersonic threats is a generational mandate.

True Anomaly has been selected by the @USSpaceForce for the Space-Based Interceptor Program under Golden Dome for America.

Our approach is the same one that has defined True Anomaly from day one: invest at scale, build for production, and bring together private capital, world-class talent, and harness American innovation to execute programs with enormous national security implications.

We are honored to work alongside the U.S. Government and the defense industrial base on a mission of this consequence. This is what the nation demands, and True Anomaly is proud to answer.

Read more in our press release: https://t.co/fL8C0k7Fnu

[Arsham Memarzadeh @arshammem]

not an investor in the company but this is pretty awesome. nicely done @radixark

[SemiAnalysis @SemiAnalysis_]

PALISADES TAHOE, APRIL 26, 2026 — InferenceX has added DeepSeekv4 MTP support with chat template for @sgl_project's B300! Great Work to @radixark @liin1211 for the engineering! Massive interactivity gains, and 7x throughput at iso-interactivity!

[Arsham Memarzadeh @arshammem]

@endowment_eddie @MeritechCapital @afc @afc give the people what they want

[Arsham Memarzadeh @arshammem]

A+ investor & human joining an A+ firm. Congrats @mignano!

[Michael Mignano @mignano]

https://t.co/CsLVLjT0V1

[Arsham Memarzadeh @arshammem]

All signal, no noise. Some of the best in the biz.

[Seth Winterroth 🤖 @Sethwinterroth]

Eleven years ago we started @EclipseVentures and bet everything on atoms. Rockets, robots, chips, factories, power systems, defense. The things civilization actually runs on.

Today, we're announcing $1.3B in new capital to keep building.

The physical world is overdue for transformation. Transportation runs on systems designed decades ago. The energy grid cannot keep up with demand. Healthcare depends on manual procedures that don't scale. Defense development moves at a fraction of the speed threats evolve. These are not software problems. They are full stack engineering and operations problems, and they have been underinvested in for a generation.

But there has never been a better moment to solve them. The best engineers are leaving big tech to build in the physical world. AI is compressing timelines from years to quarters. Policy is aligned. And customers are not waiting — the DoD, the hyperscalers, hospitals, and the Fortune 500 are all desperate for technology that makes physical systems smarter, faster, and more resilient. Talent, capital, technology, policy, and demand are all converging at once.

This is our moment 🇺🇸

We built Eclipse for this exact moment and in doing so, we launched a movement. Today that movement is 100 companies strong (and growing!). These companies supply each other, share customers, and help solve each other's hardest problems. Propulsion systems powering orbital defense. Modern supply chain infrastructure moving the worlds goods. Autonomous vehicles on three continents. Surgical robots performing procedures that used to require the world's best hands. Cloud hardware powering the AI revolution built on American soil. That's not a fund. That's an economy — an Eclipse Economy.

The door is open to rebuild the physical infrastructure of the country. We intend to run through it.

[Arsham Memarzadeh @arshammem]

More here: https://t.co/unXJVVwdlC

[Arsham Memarzadeh @arshammem]

Fired up to back @depthfirstlabs, the first security product built to emulate world class security engineers rather than just give them another tool.

[Andrea Michi @andreamichi]

depthfirst has raised an $80M Series B at a $580M valuation.

Attackers are using AI to break into systems faster than ever before. depthfirst is on a mission to stop this.

RT + Comment “depthfirst” and I’ll send you a FREE vibe coding security agent.

[Arsham Memarzadeh @arshammem]

Google officially acquired Wiz for $32B. While it's been a long time in the making, the official close feels surreal.

Skeptics doubted Wiz early on - prior cloud security vendors had failed, cynics thought that since their product was so easy to implement, it must have been easy to rip out, CrowdStrike and Palo would bundle cheaper alternatives, etc. A few short years later, Wiz has dominated the market. You can't say Cloud Security without also mentioning Wiz.

Assaf Rappaport, Yinon Costica, Ami Luttwak, and Roy Reznik are in a league of their own. They are each legends in their own right but the way they complement each other was the real magic of Wiz. Not to mention the dream team they assembled between Raaz Herzberg, Anthony Belfiore, Dali Rajic, and Colin Jones.

It was a privilege and honor to work with you and in many ways was too brief, but the best is yet to come for Wiz and this amazing team. Congrats!

https://t.co/jpsyqoaiKW

[Tarek Mansour @mansourtarek_]

The Citrini report caused a market sell off. But Citadel and others published rebuttals.

Pricing the likelihood of this AI doomsday scenario could decrease uncertainty in the broader market and make asset prices more efficient.

Kalshi has it at 11%. https://t.co/Eud3vxCL73

[Arsham Memarzadeh @arshammem]

Exceptional team working on an important mission

[Thais Castello Branco @thaiscbranco_]

seeking technologists who want to end AI slop.

if you:

- think “i could fix her” about a model frequently
- hate purple gradients
- know what cerulean is
- obsess over evals
- love beautiful data, and retrieving it
- have unreasonably good taste
- want tech to ~ feel ~ right

...this is for you!

usual suspects might be researchers, engineers, designers working on personalization, post-training, creativity, multi-modal or gaming. or maybe you’re cracked and have a creative hobby you take very seriously, that counts ;)

in person, in SF. generous comp. intensity coming from a place of obsession. a tight group of great, high-agency, low ego, outside-the-box thinkers.

if this is you, DM me! if you know a taste-obsessed friend, DM them!

[Alex Clayton @afc]

We at @meritechcapital are excited to share our 2025 markets update.

Each year, we deliver a markets update presentation to our limited partners at our annual meeting and we've made it public this year.