Notable Capital

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"Back then, @torq_io was a huge pivot. Today we're pivoting every quarter." @Ofersm joined the Notable Perspectives podcast (from the floor of the NYSE!) to talk about the ever-changing cybersecurity landscape and how Torq is staying ahead of the curve. Listen now: youtu.be/1vhj6fVqCW8

Ofer Smadari, CEO and Co-Founder of Torq joined Oren Yunger on the @notablecap podcast on the floor of the @NYSE. They discuss Torq's recent $140M Series D news, the strategic pivot that led to Torq, modernizing the SOC and much more: youtube.com/watch?app=desk…

The pace of AI-related cybersecurity incidents has picked up sharply and the last six months offer a glimpse of where the trajectory is heading. It's that in most of these cases, the AI systems involved behaved exactly as designed, just not as intended. From our 2026 Rising in Cyber Preview Report, published in collaboration with @MorganStanley: notablecap.com/blog/the-new-w…

Listen to the full episode of Notable Perspectives: Listen to the episode: YouTube: m.youtube.com/watch?v=1vhj6f… Spotify: open.spotify.com/episode/6xmq6N… Apple Podcasts: podcasts.apple.com/us/podcast/fro…

On the floor of the NYSE, @YungerOren sat down with @OferSM as @Torq_io announced their $140M Series D at >$1B valuation. The conversation covers selling their first co to Symantec for $200M+ in 22 months to building Torq into a unicorn with 200%+ growth and near-zero churn.

they put every hot take i have into a single podcast.

Inside baseball via @hanstung, Quince investor + board member... "Quince isn't a retailer that happens to have good sourcing. It's a platform built to systematically eliminate the inefficiencies that inflate the cost of goods, and AI is what powers it." notablecap.com/blog/how-quinc…

@hanstung shares why the best is still ahead for Quince as they democratize quality: notablecap.com/blog/how-quinc…

Congratulations to the Quince team on their $500M Series E at a $10.1B valuation! 🎉 We've been proud backers since the Series B, and the thesis has never been clearer: when you rebuild retail infrastructure from the ground up, quality and affordability don't have to be a tradeoff.

AI agents are generating tests faster than QA infrastructure can handle them. As agentic code generation scales, QA infrastructure is becoming the silent failure point. Notable Investor @lauraham150 & @localstack's Tzvika Shahaf on what has to change: notablecap.com/blog/can-qa-re…

In cybersecurity VC, the money is moving earlier: Series A: $1.75B ➡️ $2.3B Series B: $1.87B ➡️ $3.28B Investors are writing larger checks, earlier, for companies solving problems that didn't exist two years ago. Read the full 2026 Rising in Cyber Preview Report with @MorganStanley 👇 notablecap.com/blog/the-new-w…

Meet KARL: a faster agent for enterprise knowledge, powered by custom reinforcement learning (now in preview). Enterprise knowledge work isn’t just Q&A. Agents need to search for documents, find facts, cross-reference information, and reason over dozens or hundreds of steps. KARL (Knowledge Agent via Reinforcement Learning) was built to handle this full spectrum of grounded reasoning tasks. The result: frontier-level performance on complex knowledge workloads at a fraction of the cost and latency of leading proprietary models. These advances are already making their way into Agent Bricks, improving how knowledge agents reason over enterprise data. And Databricks customers can apply the same reinforcement learning techniques used to train KARL to build custom agents for their own enterprise use cases. Read the research → databricks.com/sites/default/… Blog: databricks.com/blog/meet-karl…

See the full Forbes list here: forbes.com/lists/americas…

Proud to see so many Notable companies on the @Forbes list of America's Best Startup Employers for 2026! Congratulations to @AnthropicAI, @JoinChiefNow, @DrataHQ, @ergeoninc, @orcasec, @officialodeko, @otter_ai, People.ai, @ParafinHQ, @gettorq & @VicDotAi.

The framework model (Vercel + Next.js, Browserbase + Stagehand) solves the old open core problem: open source as complement, not competitor. 33M weekly Next.js downloads (up from 8.6M a year ago) is what the flywheel looks like in action. Full breakdown: notablecap.com/blog/how-open-…

The open source companies winning today are playing by a new set of rules. @GlennSolomon and @Dan_Cahana break down three generations of open source business models and why the framework and serverless approaches pioneered by companies like @Vercel, @Neondatabase, & @Browserbase are winning.

Cybersecurity M&A jumped 4x in a single year, from $35B in 2024 → $87B in 2025. Strategic acquisitions from major players like Google, Palo Alto and ServiceNow signal that the threat landscape is being rewritten faster than they can build capabilities in-house. Read our 2026 Rising in Cyber Preview Report with @MorganStanley 👇 notablecap.com/blog/the-new-w…

When @SahajGarg6 called @tankots to tell him he was quitting his PhD and wanted to start a company, becoming co-founders was the natural choice for the ex-Stanford roommates. But it would take 100 ideas to land on Wispr Flow. Full episode: youtube.com/watch?v=C8PjqZ…