MarketsSeat Compression: T Wiped from Software StocksBain & Company·high signalXBlueskyLinkedInCopy linkSoftware sector lost ~T in market cap. Atlassian -35% on first-ever enterprise seat decline. Forward earnings multiples collapsed from 39x to 21x.SourceSource pageBain & Company↳ Follow the threadPolicy dependency / Stack layerCROSS-CATEGORY: MCP Governance Shipped Simultaneously in DevTools, Infrastructure and Security in a Single WeekMultiple Sources (digitalapplied on GitHub's Aug 6–7 releases; GlobeNewswire/Virtualization Review on Nutanix Aug 10; Forkast on Black Hat USA 2026)Stack layer / Threat patternSequoia, Khosla and Coatue Put $60M Into Corma, a Foundation Model Trained to Be the Security TeamSequoia Capital (round size corroborated by Tech Startups funding roundup, Aug 10)Policy dependency / Stack layerPOLIS 5,280-Episode Study: Provenance-Aware Guards Block Authority Laundering That Local-State Guards Miss in 22 of 96 EpisodesarXiv 2608.09828Stack layer / Threat patternNVIDIA ships Nemotron 3.5 Lightning, a 30B MoE built for agent loops, plus NeMo Switchyard routing that cuts task cost to a third of Opus 4.8NVIDIA BlogThreat patternSaaStr: Palo Alto's 120% NRR Lives Entirely in 2,280 'Platformized' Customers Out of 70,000SaaStrPolicy dependency / Stack layerLinux 7.2-rc7 Lands With 400+ Fixes From 230+ Contributors and Torvalds Says AI Code Review Is 'the New Normal'The Register (corroborated by Neowin; surfaced via r/singularity, 167up/44c)Stack layer / Threat patternNVIDIA's Agent-Skill Security Scanner Shipped Two Patches in Ten Hours, Both About LLM Calls Failing Mid-ScanGitHubStack layer / Threat patternPattern: The Terminal Emulator Became a Contested Layer in the AI Coding StackGitHub