Active portfolio content, recent LP signalingexternal
Betting on AI coding agent waveexternal
In-house AI framework (CHAIN) developedlinkedin
Team publishing original agent researchlinkedin
Omni $120M Series C double-downtwitter
Portfolio spans ERP, BI, security, data infratwitter
Co-hosting AI Council events in SFtwitter
Artemis Security launch backed — AI autonomous defensetwitter
Ollama backing — 8.9M developers, 85% F500twitter
LanceDB portfolio — trillion-scale data infratwitter
Allium Labs backing — financial data layer for agentstwitter
Sail Research backing — predict agent compute before failuretwitter
Maze Security backing — AI-driven attack responsetwitter
Heavy on-the-ground presence: World's Fair, BlackHat, AICounciltwitter
Three-year pivot: model companies → inference layer playstwitter
Artemis Security + Lemonade deployment proves environment modelingtwitter
In Practice podcast expanding data storytelling reachtwitter
BB Bischof hiring interns: Jevons paradox AI accelerationtwitter
Local inference gap closing: 89% workload on open modelstwitter
Frontier model churn = 41 days, open-weight catching uptwitter
Ransomware dwell time rising: 14-day median detection gaptwitter
Compromise-then-handoff: median 22 seconds in 2025 vs 8h 2022twitter
Patch-exploit gap now negative: -7 days averagetwitter
Andy + Amber traveling to BlackHat for founder + ops matchmakingtwitter
Tom hosting GTM agent panel: Vercel case study live demotwitter
Vercel agent replaced inbound qualification, 6-week rolloutexternal
Agent QA + pipeline trust = core GTM competency signalexternal
BackOps AI Series B — logistics automation via agentslinkedin
Backing founders solving manual enterprise workflows at scalelinkedin
