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Nobody filed it as a bug
This week risk moved by relabelling (permission, setup mistake, misalignment, remediated), and every label was written by the party that would otherwise…
Sep 11
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The Security Thesis
Cyber Market Map - August 2026
A quiet August - but every big check pointed at agentic AI, on both sides of the wire.
Sep 7
August 2026
MCP Is Becoming the Security Boundary for AI Agents
The new MCP roadmap looks like protocol plumbing. I think it is pointing to something much bigger: where trust, delegated authority and runtime security…
Aug 24
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The Security Thesis
July 2026
The Security Thesis - Week of 27 July 2026
Two frontier labs compromised real systems nine days apart, just as capital flooded agent and non-human identity security. The market signal is real…
Jul 31
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The Security Thesis
Cyber Market Map
12 segments, 2,203 companies, updated weekly — the full landscape behind our cyber thesis.
Jul 26
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The Security Thesis
The Security Thesis - Week of 20 July 2026
Agent identity broke from thesis to incident this week and capital is already there.
Jul 25
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The Security Thesis
The Security Thesis - Week of 13 July 2026
Microsoft just killed the phishable second factor.
Jul 17
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The Security Thesis
The SMB Is the Real Attack Surface
I’ve spent twenty years in and around enterprise security, being a VAR, running SOCs, sitting through vendor bake-offs, and now on the other side of the…
Jul 17
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The Security Thesis
Introducing The Security Thesis
Venture capital, cybersecurity, and the security of the machines coming next.
Jul 15
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The Security Thesis
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