MJ

@NVIDIAAIDev @karpathy @DellTech @polynoamial that's the reason @karpathy is inspiring the direction for society's growth & not joining A frontier lab during current "re-industrial revolution" cc: @jeremyphoward. 🫡 Join @karpathy or his inspiring journey and do something similar. What do you all think? 🤔

@NVIDIAAIDev @karpathy @DellTech @polynoamial that's the reason @karpathy is inspiring the direction for society's growth & not joining A frontier lab during current "re-industrial revolution" cc: @jeremyphoward. 🫡 Join @karpathy or his inspiring journey and do something similar. What do you all think? 🤔

🙌 Andrej Karpathy’s lab has received the first DGX Station GB300 -- a Dell Pro Max with GB300. 💚 We can't wait to see what you’ll create @karpathy! 🔗 #dgx-station" target="_blank" rel="nofollow noopener">blogs.nvidia.com/blog/gtc-2026-… @DellTech

@wightmanr @laion_ai @huggingface Gratitude! Your contributions are highly valued in the open source community.🫡 Wishing you the best for your next chapter⚡️😀

Time flies. After almost 4 years at @huggingface , I’m moving on. A major part of that chapter was timm, which I sold to the company and continued to build. For anyone relying on it, I’ve agreed to collaborate on bug fixes and basic maintenance, but new feature development will likely cease. It was a meaningful chapter, and I’m thankful for the opportunity to grow timm over that time. AI is moving incredibly fast, and I’m excited to focus on new ideas and opportunities that feel like the right fit for this moment. There will be significant decisions for me ahead. I look forward to more of the serendipitous collaborations (e.g. OpenCLIP, ResNet Strikes Back, HTTY ViT) that I’ve enjoyed in the past. I’m currently working on a long overdue OpenCLIP refactoring that I hope will be useful for all and make it easier to add new model + objective combinations.

@ITSecurityWire Love it! domain specific Agentic AI is hot - extend that to SOC with our purpose-built vertical Agentic AI (KNOWLEDGE-GRAPH-POWERED + agentic actions) on Symantec/Carbon Black/Tenable. 200k ARR, measurable MTTR wins. Raising early investments-DM for a quick intro if relevant to your readers?

Enterprises are moving to domain-specific AI for real ROI, but deeper context comes with higher data risk. As Nicholas Kathmann, CISO at @LogicGate, points out, smarter AI needs stronger guardrails. 🔗 itsecuritywire.com/featured/data-… #AI #DataPrivacy #DomainSpecificAI #DataGovernance

@deedydas Love the AI portfolio updates on coding markets and cyber agentic AI innovations are key in agentic era. We're applying that to SOC with purpose-built vertical Agentic AI (Knowledge Graph + Agentic actions) on existing tools like Carbon Black/Tenable/Symantec. 200k ARR, 70%+ margins, real MTTR wins. Raising early investments. DM if you'd like a quick intro?

To round out the space: there are some rumors Codex is at $1B. The next big players are Cognition / Copilot / Lovable / ReplIt at $300-600M. A conservative estimate with put the current AI coding market at $7.5-10B. Of course, a lot of API spend on models is for coding even though it isn't directly attributable which would push it even higher.

Narrative violation. Cursor goes $1B to $2B in 3mos. Claude Code went $0 to $2.5B in 8mos. Everyone in the tech/X bubble think people are wholesale ditching Cursor, but enterprise diffusion is glacial. Most of the world just got a hold of it.

@atShruti Great breakdown of OpenAI's backers! Agentic AI investor ecosystem is booming. In vertical cyber, we're shipping purpose-built Agentic AI for Security Operations (Knowledge-Graph-powered + autonomous SOC actions) with 200k ARR and proven outcomes on Carbon Black/Tenable/Symantec DLP. Raising early investments-open to a quick intro call via DM?

OpenAI Investors...not too meshed with the markets... Big Tech / Strategic Microsoft (~27% ownership, ~$14B total) Amazon ($50B — today) NVIDIA ($30B today + $100M in Oct 2024) Infosys (founding backer) Amazon Web Services (founding backer) Asset Managers SoftBank Group (~$60B+ across multiple rounds) Blackstone TPG T. Rowe Price Fidelity Management & Research D1 Capital Partners Coatue Management Dragoneer Investment Group Altimeter Capital Tiger Global Management MGX (Abu Dhabi) Magnetar Capital ARK Investment Management (Cathie Wood) G Squared JP Morgan Asset Management Soros Fund Management Top-Tier VCs Thrive Capital (led Series E) Sequoia Capital Andreessen Horowitz (a16z) Founders Fund (Peter Thiel) Khosla Ventures K2 Global Sovereign Wealth / International MGX (UAE sovereign fund) MIS (Saudi Arabia) CoreNest (Dubai) Flat Capital (Sweden) Banks (Debt) Wells Fargo UBS Sumitomo Mitsui Banking Corporation (SMBC) Santander Anti Fund Matthew Brown Companies Alphaaero Alpha Funds 535West Adasel Global Partners SB Energy Advanced Micro Devices (AMD) University of Michigan (endowment) Y Combinator / YC Research

@maxgazor Congrats on the $165M fund launch! Excited for more inception-stage AI cyber bets. We're building purpose-built vertical Agentic AI for SOC (Knowledge Graph + agentic actions) on top of Carbon Black/Tenable/Symantec-DLP. Early traction: 200k ARR, 70%+ gross margin targets, measurable MTTR & risk reduction. Raising early investments. DM for a quick intro call if it fits Striker's thesis?

Striker Venture Partners (@strikervp) launches today with $165M. Targeting just 10 companies per fund. We back companies pre-revenue, mostly at inception. @airtable. @cribl_io. @reflection_ai. @dynarobotics. Technical Focus: AI. Cybersecurity. Infrastructure Software.

@philvenables Dan's take on AI-native is spot on! The real edge is in vertical, production-grade agents for high-stakes environments like SOC. We're live with purpose-built Agentic AI (Knowledge Graph + autonomous SOC actions) on top of Carbon Black/Tenable/Symantec-DLP. 200k ARR, 70%+ gross margins target, measurable MTTR & risk reduction. Raising early investments. DM if you'd like a quick intro call?

Dan Guido of ⁦@trailofbits⁩ at Unprompted talking about what it takes to be an AI-native company.

@JustinLin610 Open source will always be grateful for your run. What an amazing run! 🫡

me stepping down. bye my beloved qwen.

@jeremyphoward @_lewtun Its time for new and latest edition of fast.ai course and thereby cool OS research to give birth to next decade of Anthropic type companies ✨️

An enormous amount of the work in all commercial AI labs comes from open source software. E.g the original LLM, ULMFiT, was open source, and led to the creation of GPT at OpenAI, where the Anthropic founding team was working at the time. Innovation happens through open research

@gradypb 100% - 2026 is the year long-horizon agents move into production, and SOC is the highest-stakes place for them. We’re shipping purpose-built vertical Agentic AI (Knowledge-Graph-powered + safe autonomous SOC actions) with 200k ARR and real MTTR/risk wins on top of Carbon Black/Tenable/Symantec DLP. Raising early investments - open to a quick intro call?

.@shirastweet Love this! AI is rewriting appsec and the SOC needs vertical agentic controls to keep up safely. We’re live with purpose-built Agentic AI for Security Operations (Knowledge Graph + agentic actions) on top of Carbon Black/Tenable/Symantec. 200k ARR, 70%+ gross margin target, real MTTR & risk reduction. Raising early investments! Happy to share more if useful for your audience or a quick call?

Very much enjoyed my conversation @HCLSoftware We discussed how #AI will transform application security in 2026 as AI is rapidly changing how people build software Full Episode 👇 lnkd.in/ezrScYZ8 More info👇 lnkd.in/efRjF5f3 #HCLSoftware #AppSec #cybersecurity

.@rohitdotmittal Spot on! Vertical AI wins in high-stakes domains because of domain data + workflow moats. We’re the purpose-built Agentic AI layer for SOC (Knowledge-Graph-powered + real autonomous actions) sitting on existing tools like Carbon Black/Tenable/Symantec-DLP. Already 200k ARR with 70%+ margin targets and measurable outcomes. Raising early investments! DM for a quick intro call if this fits what you’re seeing?

Openclaw is one of the fastest exits in the history of tech. The amount of M&A is mind bending in the AI world. If you can cut through the noise, you can have great outcomes faster than you realize. Assuming the deal took a month (or at least a couple of weeks) to finalize, Openclaw went viral and sold in less than a month. I see founders launching startups and selling for a life changing money (most in equity) before even the product goes live. Your next project could be the same. AI is the great wealth builder of the next decade.

.@DanielMiessler Exactly when every business and person has AI agents interacting via APIs, the SOC needs purpose-built vertical control layers, not general agents. We’re shipping Knowledge-Graph-powered agentic AI that takes safe autonomous actions on top of Carbon Black/Tenable/Symantec DLP. 200k ARR, 70%+ margins, proven MTTR/risk wins. Raising early investments - DMs are open. Quick intro call?

Just thought of a simple framework for being anti-fragile in this new world. 1. Know how the world works 2. Have opinions on how you think it should work differently 3. Have skills that enable you to affect change So number one is learning the foundations of reality from physics on up through psychology and economics. Lots of science, lots of history, fiction, everything. Read like a crazy person. Number two is having enough exposure to the beauty and horror of the world to have your own personal ideas of what you'd like to be different. It's hard to have high-quality intuitions without lots of tangible life experience. And number three is actually having the soft and hard skills (especially the expert use of AI) to be able to make things happen.

.@MenloVentures This AI Cyber Summit timing is perfect - the shift to production agentic layers on top of existing SOC stacks is exactly where the defensibility is. We’re live with purpose-built vertical Agentic AI for Security Operations (Knowledge Graph + autonomous SOC actions) on Carbon Black/Tenable/Symantec-DLP. 200k ARR, 70%+ gross margins target, measurable MTTR & risk reduction already. Raising early investments. DM if you’d like a quick intro call?

Last week, we hosted Menlo's 2026 AI Cyber Summit — bringing together leading CISOs, founders, and security practitioners to discuss what today's threat landscape looks like and what defenders need to do to stay ahead. Thank you to @JasonDClinton (@AnthropicAI), @embeddedsec (former @OpenAI), @jpatel41 (@Cisco), Heather Ceylan (@Box), @evanreiser (@abnormalai) and all the security leaders who joined us for a powerful discussion. If you're building AI-native security, we're actively investing — let's talk. Read the full recap here: mnlo.vc/ai-cyber-summit

Rubrik’s AI angle is strong, but the real alpha is vertical agentic layers on top of the stack. We’re purpose-built for SOC (Knowledge Graph + autonomous actions) on Carbon Black/Tenable/Symantec DLP etc. - 200k ARR, 70%+ margins targets. If you’re mapping the space, happy to share numbers/deck while raising seed. DMs are open!

@KrisPatel99 I would personally pick $NOW but prefer $RBRK over any of these right now. Mission critical cybersecurity business, perfectly positioned as AI agents become more common and a very attractive valuation. investingvisuals.io/rubrik/

As much as it pains me… I’m likely to EVENTUALLY buy into the SAAS-pocalypse. Hard assets are more in vogue at the moment because of respect of AI disruption coming for asset light businesses. The key is going to be having patience and being extremely selective. The only 6 that are on my radar at the moment are… $ADBE $NOW $CRM $VEEV $WDAY $ADSK Of these 3, which ones do you think has the most likelihood of recovering?

Shift-left pressure is real, but agentic AI in the SOC can actually close the loop safely. We’re live with vertical Knowledge Graph-powered agents that act on alerts from Tenable/Symantec/Carbon Black with measurable MTTR & risk wins (200k ARR). Love the coverage! DM if useful to brief the team while we raise seed. DMs are open.

⚙️ “Shift left” has increased pressure on devs as speed overrides security in CI pipelines. 🔍 @qualys explains how 7.3% of 34,000 public container images were malicious and why security must be enforced in infrastructure. ➡️ bleepingcomputer.com/news/security/… #cybersecurity #sponsored

This SOC AI Response Maturity Model is gold. We’re helping teams jump straight to ‘Expert’ tier with purpose-built vertical Agentic AI (Knowledge Graph + real SOC actions) on existing tools. 200k ARR, proven risk reduction. Raising seed - DM if you want to see the product or intro to the founders.

SOC AI Response Maturity Model (ARMM) - armm.secops-unpacked.ai SOC AI Response Maturity Model (ARMM) , free , open source framework for practitioners and builders in the space Here is what ARMM covers: → 82+ response actions across Identity, Network, Endpoint, Cloud, SaaS, and General Options → A 4-tier maturity pyramid (Explorer, Entry, Advanced, Expert) → Two evaluation modes depending on who you are and what you need More information: cybersec-automation.com/p/ai-response-…

This is spot on. In SOC the ‘last mile’ is turning detection into safe autonomous agentic actions without introducing new risk. We solve it with domain-specific Knowledge Graphs + agentic workflows on top of Carbon Black/Tenable/Symantec. Already 200k ARR with 70%+ margins. Raising seed - would love your thoughts or a quick call. DMs are open!

Before a16z tries to ™ “last mile” you can read about “last mile defensibility” and our thoughts on vertical AI durability @btv_vc here x.com/nbobba/status/…

Smart hesitation - security is the #1 blocker for enterprise agent adoption. That’s why we built purpose-built vertical Agentic AI for SOC (Knowledge Graph + safe agentic actions) on existing tools like Carbon Black/Tenable. 200k ARR, measurable MTTR wins. Raising seed - open to a 15-min intro if you’re looking at vertical cyber AI? DM me.

@alex Thanks and nope - too scared of security etc. All Claude terminal + lots of integrations.

@Trace_Cohen been loving ur apps, have you openclaw'd at all?

Exactly! The leap from general agents to purpose-built vertical ones is massive in high-stakes SOC environments. We’re live with Knowledge-Graph-powered agentic AI that takes autonomous actions on top of Carbon Black/Tenable/Symantec-DLP. Already 200k ARR, 70%+ margins, real MTTR & risk reduction. Raising seed - DM if you’d like a quick intro call?

@dps Agents getting easier and more capable.

Jobs called computers "bicycles for the mind" -- tools we could shape to our will. But they never were. Until now. Every morning an agent preps me for my day -- calendar, news, last 24hrs of Slack -- in a personal podcast. I made it by asking. Same for hundreds of other things. Launching @dreamer in beta today. That 🧠 bicycle, finally. dreamer.com