2026-01-31
@claudeai open-sourcing cowork plugins is a gift 🎁 and a weapon 🔫. Incredible discovery for startups. Also a brutal compression event for anyone building thin wrappers. The real opportunity is multiplayer mode. Org-wide sharing of skills is where plugins stop being tools and [image]
TechCrunch
Anthropic expands its agentic plugins, which let enterprise users automate department-specific workflows, from Claude Code to its new general-use tool Cowork
Earlier this month, Anthropic launched Cowork, a new agentic tool designed to take the benefits of its AI coding assistant Claude Code …
2026-01-30
@claudeai open-sourcing cowork plugins is a gift 🎁 and a weapon 🔫. Incredible discovery for startups. Also a brutal compression event for anyone building thin wrappers. The real opportunity is multiplayer mode. Org-wide sharing of skills is where plugins stop being tools and [image]
TechCrunch
Anthropic expands its agentic plugins, which let enterprise users automate department-specific workflows, from Claude Code to its new general-use tool Cowork
Earlier this month, Anthropic launched Cowork, a new agentic tool designed to take the benefits of its AI coding assistant Claude Code …
2026-01-27
Must read on what the future will look like - black mirror like risks outlined where agents that gets to know you over years can/may shape your opinions and future in which diffusion in the enterprise will “not be as slow as people predict” - also the need for AI to secure AI [image]
Axios
In a 38-page essay, Dario Amodei warns of civilization-level damage from superintelligent AI, questioning whether humanity has the maturity to handle such power
- Massive job loss: “I ... simultaneously think that AI will disrupt 50% of entry-level white-collar jobs over 1-5 years …
2025-06-01
Mary Meeker's Trends - Artificial Intelligence (AI) is out and a must read chock full of data and insights ❤️ this: “but the exciting part is the consideration of what can go right. Time and Time again the case for optimism is one of the best bets one can make” Report here:
Axios
Q&A with Mary Meeker on publishing her first Trends report since 2019, its focus on the AI revolution, why OpenAI may have an insurmountable lead, and more
#google #chatgpt #openai #ai #gemini @martenmickos : 340 slides you want to read. — Mary Meeker's report on AI trends. — www.bondcap.com/reports/tai Greg Linden / @glinden : At...
2025-05-31
Mary Meeker's Trends - Artificial Intelligence (AI) is out and a must read chock full of data and insights ❤️ this: “but the exciting part is the consideration of what can go right. Time and Time again the case for optimism is one of the best bets one can make” Report here:
Axios
Q&A with Mary Meeker on publishing her first Trends report since 2019, its focus on the AI revolution, why OpenAI may have an insurmountable lead, and more
www.bondcap.com/reports/tai @eguango : if you want to know the nitty gritty of the state of AI, can't recommend this report from Mary Meeker strongly enough. [embedded post] Threa...
2025-04-17
👀 let the game of musical chairs for AI coding and IDEs begin Would be an amazing exit for Windsurf/eCodeium given how fast the competition has been heating up
Bloomberg
Source: OpenAI is in talks to acquire Windsurf, an AI coding tool formerly known as Codeium, for ~$3B; Windsurf was valued at $1.25B in a 2024 funding deal
they are the black hole of Startups People still don't get it Evil institution Deedy / @deedydas : @EMostaque Perhaps the time (say even 6mos) it takes to build and grow a Windsurf...
2025-01-14
the last mile in the enterprise is the longest! AI + agentic infra still need people to build - interesting to see @Microsoft not just leveraging @Accenture of world, but also BUILD + RUN end-to-end apps for customers MSFT Core AI Platform and Tools https://blogs.microsoft.com/ ... [image]
GeekWire
Microsoft is creating a new “CoreAI - Platform and Tools” unit led by Jay Parikh, the ex-Lacework CEO and Meta engineering executive who joined in October 2024
Todd Bishop / GeekWire :
2024-07-15
🔥 Absolutely massive if this happens. Cybersecurity is the gift that keeps giving - sucks and no matter how much one spends the market and attacks keep 📈 Vs Hubspot My take is with cybersecurity there is more leniency with antitrust and from what I hear pretty rich
Wall Street Journal
Sources: Alphabet is in advanced talks to acquire cybersecurity startup Wiz for roughly $23B; Wiz raised $1B at a $12B valuation in May 2024
Deal would be tech giant's largest acquisition ever.
2023-12-19
End of an era with regulators squashing huge M&A Will be cool to see Figma execute while not under the cloud of am I Adobe or not. Super hard to hire folks into atmosphere like that, decisions can be for ST vs LT Sky's the limit!
Reuters
Adobe and Figma end their $20B merger, announced in September 2022, over “no clear path” to EU and UK antitrust approval; Adobe owes Figma a $1B termination fee
Adobe (ADBE.O) on Monday shelved its $20 billion cash-and-stock deal for cloud-based designer platform Figma …
2023-12-18
End of an era with regulators squashing huge M&A Will be cool to see Figma execute while not under the cloud of am I Adobe or not. Super hard to hire folks into atmosphere like that, decisions can be for ST vs LT Sky's the limit!
Reuters
Adobe and Figma terminate their $20B merger, announced in September 2022, after seeing “no clear path” to UK and EU regulatory approval; Adobe will pay $1B
Adobe (ADBE.O) on Monday shelved its $20 billion cash-and-stock deal for cloud-based designer platform Figma, pointing to …
2023-03-29
🤯 game changing for security markets - your own AI security analyst...but more importantly “over time it will expand to a growing ecosystem of third-party products” https://twitter.com/...
The Verge
Microsoft launches Security Copilot, a GPT-4-powered assistant to help security professionals with incident investigations, event summaries, reporting, and more
Tom Warren / The Verge :
2023-03-14
🤯 grew 58% YoY but forecasting 25% growth for FY24 Market is punishing https://www.cnbc.com/... https://twitter.com/...
CNBC
GitLab reports Q4 revenue up 58% YoY to $122.9M, a $46.3M operating loss, up from $40.6M YoY, and a weak revenue forecast for fiscal year 2024; GTLB drops 35%+
Jordan Novet / CNBC :
2022-03-26
🔥 up for @spectrocloudinc $40M Series B led by @stripesco_ who also led A. Huge congrats @tenryfu @SaaMalik + entire team! Delivering kubernetes which is enterprise class, easy to use + scale Proud day 1 partner @Boldstartvc w/@Sierra_Ventures WestWave https://news.crunchbase.com/ ...
Crunchbase News
Spectro Cloud, which offers a Kubernetes management service for enterprises, raises a $40M Series B led by Stripes, bringing its total funding to $67.5M
Santa Clara, California-based Spectro Cloud closed a $40 million Series B led by Stripes, as the company looks to help companies build on the open-source Kubernetes platform.
2020-12-17
👏🏼 Huge congrats @bigidsecure @dimitrisirota @nimrodv! So awesome to see your day 1 vision of data discovery for PII evolve to true platform for data privacy + security, we @Boldstartvc have enjoyed the 5 year journey thus far + excited 4 what's ahead! 🚀 https://techcrunch.com/...
FinSMEs