FirstMark

When it comes to where engineering teams work, hybrid is the default and confidence in remote productivity is collapsing.

Multi-cloud is a sales requirement, not a redundancy strategy. Cloud portability is now a go-to-market feature shaped by procurement, security, and buyer preference.

We survey our CTO & CPO Guilds every year to understand how top engineering orgs are operating across people, processes, metrics, tools, and platform shifts. Some quick takeaways 🧵

We’re building TensorZero Autopilot, an automated AI engineer that analyzes LLM observability data, optimizes prompts and models, sets up evals, and runs A/B tests. It dramatically improves the performance of LLM agents on every single benchmark we’ve tried. Read more below.

I'm excited to announce Posh’s $37M Series B, led by @FirstMarkCap. 6 years ago, people told us a better events platform was a solved problem. 8m users and $350M in GMV later, we're just getting started. For more on our vision and what's next: posh.vip/vision

My latest conversation with the always incredible @benedictevans: OpenAI’s moat problem, the rise of ephemeral and improvised sofware, OpenClaw & agents. 00:00 Intro 01:06 OpenAI's Focus Shift 03:12 ChatGPT usage: a "mile wide, inch deep" 09:03 Why better models do not solve the real problem 13:58 Why AI product teams are strategy takers, not strategy setters 15:38 Do agents help create defensibility? 20:06 OpenClaw and the "Desktop Linux" moment for AI 25:52 Why "everyone will build their own software" is completely wrong 28:09 Improvised software vs. institutionalized software 29:23 Why there will be more software, not less 36:15 Are we heading toward value destruction before value creation? 38:03 Circular revenue, leverage, and AI bubble dynamics 38:53 Big Tech's Trillion-Dollar CapEx Crisis & Financial Gravity 45:23 Why AI job exposure charts can be misleading 52:15 How Fortune 500 Execs are actually deploying AI today 56:45 The White Space: What this means for founders and investors

Thrilled to announce that @FirstMarkCap has led the Series A in @tracebit_com , the company building the category-defining assume breach platform for the AI era, and I am joining the board. Our thesis is simple: prevention and zero trust alone are no longer enough. AI is expanding the attack surface faster than any team can defend it, and the smartest CISOs have stopped asking 'how do I keep attackers out' and started asking 'how do I catch them the moment they're in, before they can do any damage?' That's exactly what Tracebit does, and we couldn't be more excited to partner with Andy, Sam Cox and the rest of the team. cc @Accel / @algovc, @TapestryVC, @MMC_Ventures, and CCL.

@FirstMarkCap @tracebit_com See here for more on our investment: firstmark.com/story/announci…

BIG NEWS! We've raised our Series A, bringing total funding to $25M 🎉 Led by @FirstMarkCap and joined by @Accel , @MMC_Ventures , @TapestryVC and CCL. twitter.com/i/web/status/2…

More from @DavidWaltcher here: firstmark.com/story/announci…

Thrilled to announce our investment in @tracebit_com, the cybersecurity platform built for the “assume breach” era.

@tracebit_com @Accel @MMC_Ventures @TapestryVC 🚀🚀🚀

BIG NEWS! We've raised our Series A, bringing total funding to $25M 🎉 Led by @FirstMarkCap and joined by @Accel , @MMC_Ventures , @TapestryVC and CCL. This next phase is all about broader coverage and bigger features, with GCP support, Perimeter Canaries, and Deceptive Artifacts all shipping this quarter. Grateful to our customers, team, and investors.

AI agents can act. But can you see why they acted? That gap makes trust and governance harder in critical workflows. At #NVIDIAGTC, we introduced Kiji Inspector™, a new open source framework for AI agent explainability, starting with NVIDIA Nemotron. dataiku.com/stories/blog/i…