David Kwon

Today is a big day for @SocketSecurity. We just raised a $60M Series C at a $1B valuation, led by @ThriveCapital with participation from @a16z, @AbstractVC, and @CapitalOne Ventures. Total funding is now $125M. Four years ago, we started Socket because open source dependencies were flowing into production faster than anyone could vet them. AI has massively accelerated that. Code is being written, shipped, and deployed before any human reads it. Security has to operate at that same speed. One data point from Thrive's diligence that I keep coming back to: they first discovered Socket because @cursor_ai, @OpenAI, and @AnthropicAI all independently told them it was the most important security tool they'd adopted for AI-driven development. Three of the most sophisticated AI companies converging on the same vendor unprompted. Since our Series B, Socket has grown to more than 20,000 organizations, protecting over 1.5 million repositories and blocking more than 1,000 supply chain attacks every week. The team is now over 100 people. Three out of five FAANG companies are Socket customers. So are the companies building the most ambitious AI products: @AnthropicAI, @cursor_ai, @xai, @figma, @vercel, @Replit, @scale_AI, @GustoHQ, @Mercadolibre, and @cribl_io, alongside Fortune 100s in financial services and global media. What we've shipped since the last round: • Socket Firewall blocks malicious packages at install time, before they reach a developer's laptop or CI pipeline. Free for everyone. • Reachability analysis via our acquisition of Coana, eliminating 50-80% of irrelevant vulnerability alerts by focusing only on CVEs that are actually exploitable. • Socket Certified Patches for remediating exploitable CVEs in seconds without waiting on upstream maintainers. • Coverage extending to browser extensions, editor extensions, MCP servers, and AI tools via our acquisition of @secureannex. When the Axios compromise hit, our detection systems flagged the malicious dependency within six minutes. Within 24 hours, more than 2,000 organizations onboarded to Socket to block it. Where the funding goes: deeper investment in Firewall, massively expanding Certified Patches, moving protection closer to every point of install across the developer toolchain, and new product launches pushing Socket into a category we haven't entered before. We're hiring across engineering, sales, customer success, and threat intel. ❤️ Thank you to our customers, investors, and the open-source community for your support. Together, we’re making software safer for everyone.

Excited to share that we’ve raised $300M in our Series B round, led by @radicalvcfund, bringing our total funding to more than $450M, with leading technology companies joining as both customers and investors. We continue accelerating the path to AGI through our two core pillars: ultra-optimized infrastructure for AI workloads, and realtime world models built on top of it. Today, we’re also launching DOS (Decart Optimization Stack) 2.0 – our next-generation inference and training platform, delivering over 1,600 tokens per second for agentic inference and over 100 FPS for world models across major hardware platforms. Alongside DOS, we will launch new versions of our world models in the coming weeks: Lucy, for immersive realtime experiences, and Oasis, for physical AI. Grateful to our partners, customers, and backers across media & entertainment, Physical AI, chips, hyperscalers, and the broader AI ecosystem. @radicalvcfund, @Adobe, @alphaptrs, @amazon and @awscloud, @Atreidesmgmt, @benchmark, @eBay, @nvidia, @sequoia, @Toyota, @valor, @orenzeev; Andrej Karpathy, Michael Eisner, Yamauchi-No.10 Family Office, Moritz Baier-Lentz and more. We made a film for this moment with Decart CEO @DLeitersdorf and Moritz Baier-Lentz - a look at the company, the technology, and what comes next.

Today, we’re opening early access to our first three Natural products: Wallet, Pay, and Collect. Get started: cal.com/natural-kahlil…