FirstMark

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…

We've been running guilds.firstmark.com for several years, bringing together the best company-builders in the world, and now, for the first time, we'll be gathering current and future members under one roof for a one-of-a-kind cross-functional summit. Apply to attend at forms.gle/6UzdwK33Ddo3oT…

Thrilled to announce our first speakers for Guilds Summit 2026: Bringing together top tech executives building generational companies in NYC 🗽

Full episode here: youtube.com/watch?v=Y1CgVW…

Major IPOs may be closer than many expect... @rick recently joined @EricNewcomer to discuss how venture capital is adapting to the AI era and what it could mean for the future of startups, public markets, and the next generation of tech giants.

Listen to @EricNewcomer's interview with @rick Heitzmann wherever you get your podcasts. Or watch the full episode on YouTube: youtube.com/watch?v=Y1CgVW…

this was super fun -- always great to be back!! thanks @EricNewcomer !

Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of @LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet @hwchase17 - at the Chase Center for the @daytonaio Compute conference 01:32 What changed in agents over the last year 03:57 Why coding agents are ahead 06:26 Do models commoditize the framework layer? 08:27 Harnesses, in plain English 10:11 Why system prompts matter so much 13:11 The upside — and downside — of subagents 15:31 Why a useful agent needs a filesystem 18:13 Additional core primitives of modern agents 19:12 Skills: the new primitive 20:19 What context compaction actually means 23:02 How memory works in agents 25:16 One mega-agent or many specialized agents? 27:46 The future of MCP 29:38 Why agents need sandboxes 32:35 How sandboxes help with security 33:32 How Harrison Chase started LangChain 37:24 LangChain vs LangGraph vs Deep Agents 40:17 Why observability matters more for agents 41:48 Evals, no-code, and continuous improvement 44:41 What LangChain is building next 45:29 Where the real moat in AI lives

Antoine Toussaint previously was a staff software engineer at companies like Shopify and Illumio. Before becoming an engineer, he was a quant and a math professor at Stanford. He holds a PhD in Financial Engineering from Princeton. Welcome to the team, Antoine!

We're heading to San Francisco for @OneRSAC 2026! 🌉 Our own Frederic Rivain and Kaouther Ouenniche are taking the stage on March 26th for their session "Deploying AI You Can't See: A Field Guide to Privacy-Preserving AI." Fred and Kaouther will share a practical roadmap for building AI systems that are powerful yet invisible to the data they process. They’ll dive into how Dashlane balances innovation with our commitment to zero-knowledge security. Don't miss their session! Reserve your seat: bit.ly/3ZUGAkv

NVIDIA just announced Nemotron 3 Super, a new open model for agentic AI at scale. Dataiku is proud to be part of the ecosystem helping enterprises operationalize multi-agent systems. Learn more — and see us at #NVIDIAGTC booth 3108: blogs.nvidia.com/blog/nemotron-…