The Great Software Inversion - How AI Inverts App Economics

April 22, 2026

The AI Slow Boil

April 11, 2026

AI Is Designing the Chips That Power AI

April 07, 2026

The $75B Networking Opportunity in AI

April 07, 2026

The $475M Bet to Build 1,000x More Efficient Compute

April 07, 2026

The “Yes And” Approach to AI Security: Netskope CEO Sanjay Beri

April 07, 2026

Rubrik CEO Bipul Sinha: Cyber Resilience in the Age of AI

April 07, 2026

Defenders Are Behind: Anthropic’s CISO on AI Security, Claude, and Protecting Model Weights

April 07, 2026

When AI Writes Code: Rethinking App Security with Semgrep’s Isaac Evans

April 07, 2026

Creating a Holistic Data Security Platform: Cyera’s Yotam Segev

April 07, 2026

From Google to Chainguard: Dan Lorenc on Developer-Led Security

April 07, 2026

Jay Chaudhry on Zero Trust, AI Security, and Building for the Long Term

April 07, 2026

Investing in Ricursive Intelligence: AI for Chip Design and Chip Design for AI

April 06, 2026

Investing In Unconventional AI: Biology-Scale Efficiency For The AI Era

April 06, 2026

The Missing Emotional Layer in AI: Our Investment in Nuance Labs

April 06, 2026

Search, Perfected for AI: Why We’re Doubling Down on Exa

April 06, 2026

Eve’s Series B: Another Milestone as Eve Rapidly Transforms Legal Firms with AI

April 06, 2026

Doubling Down on Lightspeed’s Investment in Descope: The Next-Gen IAM Platform For Customers, Partners, and AI Agents

April 06, 2026

How Big Can AI Get? Let's Do the Math (TLDR- a LOT bigger)

April 06, 2026

5 Things That Blew My Mind In 2025

December 29, 2025

Two Roads to Gratitude: A Professor, A Pecan Pie, and a Gas Station Feast

November 27, 2025

Four Shifts Making Cybersecurity an AI Enabler

October 04, 2025

Why the AI Wave is Bigger Than the Internet, Mobile, and Cloud Combined

October 02, 2025

A View from the Top: My Conversation at Axios BFD

October 02, 2025

Land vs Expand in the AI Era

September 13, 2025

Tel Aviv Restaurants - Some Favorites!

September 12, 2025

The Next Org Chart: An Engineer in Every Function!

September 01, 2025

AI as Its Own Teacher?

August 25, 2025

How Ramp Uses AI in Software Engineering

August 25, 2025

AI Utilization at Work Today: Insights from 200,000 Real Conversations (in 2024)

July 25, 2025

Seven Reasons The Browsers Wars Just Reignited!

July 13, 2025

Meta’s Rewriting Hiring Playbooks: Winning AI Talent with Bold Compensation

July 13, 2025

Next Big Shift In Search: From Product To Infrastructure

July 09, 2025

Observo AI: The AI-Native Observability Data Pipeline

July 09, 2025

Investing In Chainguard: The Safe Source For Open Source

July 09, 2025

Eve Legal – Revolutionizing Plaintiff Law

July 09, 2025

NextHop AI: Next-Generation Networking For An AI-Driven World

July 09, 2025

Investing In Nominal: The Continuous Test Stack For Physical Systems

July 09, 2025

The Quiet Giants: Why Infrastructure Startups Have Dominated the Recent IPO Landscape

July 08, 2025

Securing AI as the next big platform opportunity

September 12, 2023

Will Enterprise AI Models Be “Winner Take All?”

September 11, 2023