There is a constant debate among investors on which matters most: great founders or great markets. The reality is that great founders identify great markets, and then find ways to expand those boundaries. Eoin Hinchy at Tines is a perfect example of this - with the start

I'm thrilled to share a research report I've been working on for a few months: The rapid evolution of the modern security data platform. While Splunk has long been a cornerstone within large enterprise Security Operations Centers (SOCs), a paradigm shift is underway. Traditional

BIG Identity Security Deep Dive just dropped yesterday. I recently teamed up with Francis and Alex Krongold from SentinelOne Ventures to explore the biggest implication of the Zero Trust Security trend: the growing importance of Identity & Access. Our comprehensive

Gotta respect quality research

“Tines was the only early-stage company that CISOs mentioned multiple times when asked to name their top vendors. One respondent described Tines as ‘the kind of tool that makes other tools in the stack and our team better.’” - from research by Felicis felicis.com/insight/ai-wil…

A $23 BILLION acquisition of Wiz would be unprecedented in #CyberSecurity It would be the largest pure play deal BY FAR, surpassing the $14.2B deal for McAfee It would be Google's largest deal BY FAR, surpassing Motorola Mobility for $12.5B What's most impressive is Wiz

And just like that, the Wiz / $GOOG deal is off A big positive: many investors were disappointed they couldn't buy Wiz in a potential IPO. Now they might get their shot soon and #Wiz could help reopen the IPO window with a quality offering in 2025. cnbc.com/2024/07/23/goo…

I spent time building a competitor to Character AI. Some thoughts on the news:

New post: AI is catalyzing a long-awaited enterprise software promise. This shift from traditional SaaS to AI co-pilots and autopilots increases market sizes by 10x+ for startups. felicis.com/insight/ai-cat…

We are at the onset of the Agent Economy. This post by Dan Bartus and Mischa Vaughn highlights the SaaS and labor reinvention opportunity. felicis.com/insight/the-ag…

Exciting milestone for Prenuvo - 100K scans! Also reduced prices for first responders, military and vets who have higher rates of cancer and trauma. Getting to preventative care is the only way we will be able to afford healthcare. Otherwise we’re just rearranging deck chairs

When we first backed DeepInfra, we believed that as AI models grow smarter, the spotlight would shift to reasoning—and AI inference would become critical. They're now proving that vision right. Deep Infra is fast emerging as the world's premier AI inference orchestrator.

Something like this will be huge. AI is mainly changing how we learn, and the companies that can deliver the highest quality learning experiences could be major media platforms. Add in more personalized real time avatar experiences, and it gets even bigger.

Whoever wins Avatar #AI interactions will be at least the next Snapchat or bigger. Great stuff from James Detweiler and Mischa Vaughn

Here’s to the founders. We see what you see. We just raised $900M - our largest fund yet - to back those who are brave and daring enough to imagine the radically new.

The middle AI layer is up for grabs. Model routing may be the new control point. It sits between models and apps, helping devs optimize for price, performance, + flexibility. It could be AI’s app store entry point. Astasia Myers & Dan Bartus share more: