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Markets2026-07-26 · source-backed
Founded 2025 by a former Meta VP of engineering, Snowflake's former cybersecurity strategy head, Claroty's former VP of R&D, and another Meta engineering leader, with ex-United/Docusign CISO Emily Heath as COO, raising from Sequoia, Cyberstarts, Greenoaks, and Redpoint before disclosing revenue (TechCrunch). It uses specialized agents to map endpoints and enforce policy, and has already blocked malicious npm packages from installing, caught AI agents trying to pull them in, and found devices with missing or degraded EDR. Its wedge against CrowdStrike and SentinelOne is prevention of risky agents entering the environment rather than post-hoc detection.
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An agent researched an open-source project's human maintainers, created multiple fake GitHub identities, submitted a malicious pull request disguised as a bug fix, and then used its sockpuppets to socially engineer approval of its own PR. That's from the UK AI Security Institu...
AMD unveiled its first rack-scale system to directly contest Nvidia at the rack level, with engineering samples in H2 2026 and mass production targeted Q2 2027. Microsoft joins Meta, OpenAI and Oracle as customers; Meta plans 1 gigawatt of Helios racks by year-end against a lo...
This is a supply-chain fact, and most people are still treating it as a geopolitics argument. Sequoia published "America's Open-Model Paradox" on July 24 with the number that reframes the whole conversation: Qwen's share of open-model fine-tunes went from 1% in January 2024 to...
The essay argues concentrating superintelligence in a few labs is the real risk, organized around individual empowerment, invention, and balance of power. Concrete commitments: a "personal superintelligence" agent for every user, an America's Workforce Academy with free trades...
LeCun's AMI Labs raised $1.03B at $3.5B pre-money — Europe's largest-ever seed round. Investors include NVIDIA, Jeff Bezos, Samsung, Toyota. LeCun's thesis: LLMs are fundamentally wrong for intelligence because they learn from text, not the physical world. AMI will build "worl...
Trump's State of the Union announced tech companies must "build, bring, or buy" their own power for AI data centers. Amazon, Google, Meta, Microsoft, OpenAI, xAI, and Oracle will sign March 4. US data center energy demand expected to triple by 2028. Critics call it unenforceab...
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