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How we read the market we prepare companies for.

Notes from the team on fundraising, investor readiness, and the sectors our thesis is built around — the same lens we bring to every engagement.

AI Security8 min read

The Cost Curve of Defending AI Systems

Model providers optimize for the marginal cost of a token. Attackers optimize for the marginal cost of a successful prompt. These curves are not moving in the defender's favor. We look at why securing AI systems behaves less like traditional software security and more like fraud prevention, where cost scales with adversarial creativity rather than with users, and what that means for the margins of companies building in this category.

May 14, 2026Read →
Post-Quantum7 min read

Harvest Now, Decrypt Later Is a Balance-Sheet Problem

Post-quantum migration is usually framed as a distant cryptographic event. For any organization holding data with a decade-long confidentiality horizon, it is a liability being accrued today. We walk through how to think about migration not as a compliance deadline but as a discounting problem, why crypto-agility is the real asset, and where we see durable companies forming around discovery, inventory, and transition rather than around new primitives.

Feb 19, 2026Read →
Agentic AI9 min read

Underwriting Autonomy: Risk in Agentic Systems

An agent that can read, plan, and act is a new kind of principal inside the enterprise, one with credentials, judgment, and no clear line of accountability. The security question is shifting from what a model can output to what an agent is permitted to do. We examine identity, scoped authority, and revocation as the primitives that matter, and why the companies solving containment for autonomous systems will look more like access infrastructure than like model tooling.

Nov 6, 2025Read →
Company Building6 min read

Security-Native by Construction, Not by Audit

Most companies treat security as a function that arrives after product-market fit. The strongest technical founders we back treat it as an architectural decision made at incorporation, encoded in how identity, data, and trust boundaries are drawn from the first commit. We share what security-native looks like in practice at pre-seed, why it is a durable moat rather than a tax, and how it changes the enterprise sales motion from a liability review into a differentiator.

Aug 21, 2025Read →
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