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Protecting critical infrastructure like energy & water is more important than ever. In the last Founder Real Talk of 2024, I spoke with Edgard Capdevielle & Andrea Carcano of @NozomiNetworks about scaling from startup to global leader in industrial cybersecurity bit.ly/4gDbkNe

Public market software valuations have tilted hard toward growth (vs growth & profitability) since Thanksgiving, especially among the higher growth tier of companies. Have we entered a new growth cycle? (h/t to our friends at Guggenheim)

I've been watching (& posting) this chart from our friends at Guggenheim every quarter. While we're not at '21/early '22 levels, growth (vs FCF margin) is more important than at any other time in the past several years. This is telling, especially given recent rate environment

🚨 Big news: Drata is acquiring SafeBase to build the ultimate Trust Management Platform! AI + automation will redefine security & compliance. 👏 Kudos to founders Adam Markowitz & AL Yang! bit.ly/4hUqVbM

Proud to co-lead fal's Series B 🚀 AI-powered creativity is only as good as the infrastructure behind it. fal is the inference layer fueling gen-media for Canva, Perplexity & more! Thrilled to partner with Burkay Gur Gorkem Yurtseven & team. More here: bit.ly/419Vx3I

Congratulations Armon Dadgar, Mitchell Hashimoto, David McJannet and the entire HashiCorp team on the closing of your $7.7B acquisition by IBM today, marking one of the largest cloud software exits in history. Its been truly an honor to serve on your board of directors for 10+ years from Series A

Required listening for all founders and anyone building in the AI, developer-focused, and/or Open Source spaces - this Acquired Podcast interview with Guillermo Rauch on the Vercel story We're super lucky at Notable Capital to be working with this incredible company open.spotify.com/episode/7IU8Ha…

Next must listen podcast is Nicole Perlroth ‘s To Catch a Thief. First two episodes are so good! Can’t wait for the next episodes to drop! open.spotify.com/episode/5X68Ok…

Curious about the AI Agent infrastructure space and how its evolving? This take by my Notable Capital partner Dan Cahana is the most comprehensive evaluation I've seen. This area is going to produce some massive winners. Please come talk to us if you're innovating in this space!

Had a great convo with @fal’s founders Burkay Gur & Gorkem Yurtseven on Founder Real Talk with my Notable Capital teammate Dan Cahana. We talked early infra, genAI video at scale & powering 100M+ daily inferences for devs & enterprises. 📷 bit.ly/4jfS0Yg

AI agents aren’t coming - they’re already operating inside most companies. Dan Cahana breaks down how this shift impacts identity, infrastructure, and security. A must-read for founders building in this space.