
@boldstartvc: the Inception fund. Helping the bold start. First check for technical founders. Security, AI infra, physical AI, agents & the weird. What’s 🔥 👇
Miami
Joined January 2009
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🔥 up to announce @boldstartvc Fund VII
$250M to back bold technical founders building the autonomous enterprise.
From Inception. Before the world believes.
It always starts with an idea that feels insane… until it isn’t.
🎥👇🧵
Legacy modernization is already a tens-of-billions market and growing fast. The bigger unlock comes after: once the buried logic is readable, agents can actually run the workflows that used to sit locked behind opaque mainframe code 🤯
was just a matter of time
Our latest model advances bring stronger capabilities for building and migrating software in low-resource programming languages such as COBOL, Fortran, and Visual Basic.
These languages power software that banks, governments, and businesses depend on. Progress here means understanding decades of business logic and helping developers modernize those systems while preserving what works.
We’re building these capabilities around the challenges developers and enterprise customers bring us. If your team is working on these systems, tell us which languages and workflows we should tackle next.
openai.com/index/low-resourc…
feel for @opencode
exactly what we discussed a couple of days ago...
attackers have agents running 24/7. defenders can't afford to wait to deploy their own.
defense needs more compute, running continuously. human teams alone can't keep pace. time to make the leap even though some things may break
fun panel yesterday to kick off @AISecSummit in SF, an unfiltered look at what's happening
hacking is democratized, and only way for defenders to keep up is with more compute but so much has to be built to make it work
some things at inception i'm thinking about - the physical frontier - who's securing the data centers and neoclouds, and the next headache will be billions of new intelligent devices coming online 👀
thanks @dee_bosa for moderating with @mnair1 @snyksec @JohnHultquist + Michael D'Angelo @OpenAI
Awesome pod!
Great to see @jadtnaous @grepr_ai with @martin_casado diving deep as AI generates more telemetry than we’ve ever seen
And great answer @martin_casado on why AI won’t replace VCs or at least the ones who do the work - people and relationships will matter even more as world becomes more transactional but I hope the other way around and that it frees up to spend more time on the founder and people side
And yes I’m pumped about what’s ahead for @grepr_ai
Engineering leaders told Grepr founder and CEO Jad Naous they spend 5 to 20% of their infrastructure budget on observability, and it's buying less and less reliability.
Jad, a former a16z partner, joins a16z's Martin Casado to discuss whether AI can run production systems as well as it writes code.
Grepr sits in a company's log stream, can scan a petabyte of logs a day, cuts observability costs by about 90%, and is building AI agents that use those signals to troubleshoot production issues.
How AI is changing engineering at Jad's 10-person company:
- A data lake feature that once took one engineer about six months took Jad 10 days
- The gap between okay and great engineers on his team "just multiplied 10X"
- He runs 3-4 agent sessions at once, with a "tech lead" agent reviewing every PR
Why running live systems is a harder problem for AI:
- Jad: AI can almost tune databases, but can't yet keep servers running on its own
- Martin: every bit of code doubles the ways a program can behave, which is why humans still own systems
- The real world is messier than AI's training data, self-driving took 20 years and $170B
0:55 From Stanford to a16z to Grepr
7:00 Why observability spend stopped paying off
11:00 From autocomplete to AI that trains engineers
13:10 Why AI widens the engineer skill gap
14:55 Syntax vs semantics
18:00 Inside Jad's AI workflow
22:55 Six months of work in 10 days
24:50 Can AI reason about how systems really run?
30:10 Why AI SRE tools start in the wrong place
32:30 Can AI run a distributed cluster yet?
37:35 Why engineers buy extra capacity over predicting
39:15 How AI could trace failures in production
43:45 Why AI for ops is harder than for code
49:55 Can AI do a VC's job?
52:05 Why self-driving took 20 years and $170B
57:05 Customers skipped the AI pitch for the 90% savings
YouTube: youtu.be/blkIGLlZePg
@jadtnaous @grepr_ai @martin_casado
Celebrating a major milestone - 10 years of What's 🔥 -
haven’t missed a week! 520 issues!
What started out as notes to myself and a way for me to process the week that was, has turned into a labor of love since i do enjoy writing...
🙏🏻 for reading, sending notes, and being on this journey with me…
For #520, back from a whirlwind week in SF and @AISecSummit with a few thoughts:
→ fight agent swarms with agent swarms—we don’t have the luxury of waiting
→ the agents can’t hold their own keys
→ AI is going physical…who secures the robots and drones?
→ who secures the neoclouds powering all of this?
Plus a look at where I’m investing next 👀
whatshot.vc/p/whats-in-aiinf…
and exactly what we discussed on The AI Security Summit panel yesterday evening...
The only way for defenders to keep up with hackers is with compute and their own agentic swarms.
To that end, huge release from @snyksec today -
Snyk's Evo is a team of security agents that finds, fixes and blocks vulns as fast as coding agents write them. 90% mergeable fixes vs 59.6% for general LLMs, with 61% fewer tokens
The key is every fix is checked independently of the agent that wrote it
Snyk basically invented developer-first security, and now they're making it agent-first. congrats Ken MacAskill, Manoj Nair + Snyk team
fun panel yesterday to kick off @AISecSummit in SF, an unfiltered look at what's happening
hacking is democratized, and only way for defenders to keep up is with more compute but so much has to be built to make it work
some things at inception i'm thinking about - the physical frontier - who's securing the data centers and neoclouds, and the next headache will be billions of new intelligent devices coming online 👀
thanks @dee_bosa for moderating with @mnair1 @snyksec @JohnHultquist + Michael D'Angelo @OpenAI
🎯 every agent action has to map to intent… biggest problem as agents proliferate in every system
an agent found a stray token and deleted a prod database + backups in 9 seconds
the token worked exactly as designed… it just had no idea what the agent was actually trying to do
auth for agents has to know who it's acting for, what the task needs, and give access that expires when the job's done
must read from @ianlivingstone @keycardai
xitter.cf/ianlivingstone/status/…
We've spent a lot of time at @KeycardAI thinking about how authentication and authorization need to evolve as agents take on more work.
API keys and OAuth scopes were never designed to account for tasks, delegation between agents, or agents acting on their own.
I wrote about how we're approaching this and what we think needs to change.
keycard.ai/blog/defining-aut…
fun panel yesterday to kick off @AISecSummit in SF, an unfiltered look at what's happening
hacking is democratized, and only way for defenders to keep up is with more compute but so much has to be built to make it work
some things at inception i'm thinking about - the physical frontier - who's securing the data centers and neoclouds, and the next headache will be billions of new intelligent devices coming online 👀
thanks @dee_bosa for moderating with @mnair1 @snyksec @JohnHultquist + Michael D'Angelo @OpenAI
been talking about rogue agent swarms for months, now someone actually made first contact 🤯
@ethanelasky and team left a hidden note and a Tencent Cloud agent fleet hitting Alibaba's Amap 2,600+ times wrote back
when they got blocked they just routed around it with someone else's leaked key... this is the attack surface now and growing faster than ever
xitter.cf/ethanelasky/status/211…
We discovered and communicated with a Chinese AI agent fleet. We believe this is the first time that researchers have ever made contact with a rogue agent fleet in the wild.
Nearly all prior public agent incidents (like the HuggingFace hack) came from American labs. These agents were hosted by Tencent's evaluation research team, and they targeted Alibaba's Amap.
when securing AI agents is earnings call material...
JPMORGAN CEO JAMIE DIMON WARNS OF RISKS FROM AI AGENTS ACCESSING BANK ACCOUNTS
Jamie Dimon warns that giving AI agents access to bank accounts carries serious security and liability risks.
He says customers must understand that responsibility for misuse could shift when third-party AI tools access their finances.
JPMorgan will restrict outside AI agents from accessing its systems while developing tools to protect customers.
“We're not going to allow just any outside agent to come in.”
everyone's talking about world models and robot brains, @GeneralistAI is actually shipping 🔥
GEN-1.5 access is opening up, if you're building with robots get on the waitlist
xitter.cf/GeneralistAI/status/21…
We're expanding access to GEN-1.5
Sign up to get in line
generalistai.com/waitlist
agents deleting prod databases in 9 seconds 👀
@satyanadella nailed why: "separate the supply of intelligence from the authority over it"
@keycardai +along with @Docker, @Barclays and @SocketSecurity just dropped an open reference architecture for securing autonomous software factories… sandbox, network, supply chain, identity, go add your feedback
@ianlivingstone and team have been building the underlying infra for agent identity and dynamic real time access and authorization for the last 2 years… great to see the rest of the world catching up and ready 🔥
Today we're publishing the first draft of the Agent Baseline Software Factory Reference Architecture!
An opinionated blueprint for securing increasingly autonomous software factories, built with folks across the community.
It's open for feedback and contributions!
agentbaseline.org/reference-…
french supermarket freezers turned into ovens yesterday, now anthropic says models could copy themselves onto actual smart ovens 👀
compute was the one thing capping unlimited attacks
billions of unpatched devices just removed the cap, and there's nothing to unplug
xitter.cf/Techmeme/status/210976…
AI accelerating enormous efficiency gains and the design of hard physical chips
While no specific mention of how much AI was used to realize this performance, it's clear it's a huge help to realize 40% more token per watts
Today we are announcing our biggest bet yet on our own silicon.
Starting next calendar year, we will scale our Maia family to multi-gigawatt deployments, making it the primary inference system for our own product and services.
And we’re introducing Maia 300, which delivers 40% more tokens per watt compared to leading GPU-based systems.
We are already deploying Maia 200 across the US, Europe, and Australia, delivering up to 1.7x more tokens per watt across experiences in Teams and Copilot.
Our goal is to build on the full-stack efficiency gains we’ve already seen, while continuing to bring the latest innovations from across the ecosystem into our fleet.
tip of the iceberg IMO 🧊
hackers turned supermarket freezers in France into 50°C ovens, ~150 stores hit
now imagine a swarm of agents scanning 24/7 for every old fridge, HVAC and PLC controller online and hitting them all at once 👀
cyber is physical now, and defense has to run at machine speed too
xitter.cf/InsiderGeo/status/2109…
BREAKING: 🇫🇷 A major cyberattack has hit supermarket refrigeration systems across France, reportedly causing fresh and frozen food to spoil after hackers remotely manipulated temperature controls.
According to BFMTV, the attack began overnight from Sunday into Monday, targeting older versions of refrigeration-control software supplied by Danish company Danfoss.
The attackers allegedly exploited the systems’ defrosting function, forcing refrigeration equipment to heat continuously instead of keeping products cold. Temperatures were reportedly set as high as 50°C, destroying entire stocks of food within hours.
Several major supermarket chains have been affected, including Intermarché, Super U and E.Leclerc. Metro stores and independent businesses, including butcher shops also have been impacted.
Around 150 Intermarché stores are reportedly affected, according to industry sources cited by BFMTV. The full number of affected locations remains unclear.
The financial damage is already significant. In Haguenau, Alsace, an Intermarché store reportedly lost its entire frozen-food stock, worth approximately €50,000. A nearby Super U allegedly had to discard both fresh and frozen products, with losses estimated at €220,000. An E.Leclerc store in the same town was also affected, although its losses had not yet been calculated.
The combined losses reported at the Intermarché and Super U stores in Haguenau alone amount to around €270,000. Nationwide damage could reach several million euros.
Intermarché reportedly confirmed the incident in an internal communication, warning that several stores had suffered losses of frozen products. Coopérative U also acknowledged the attack and established crisis teams to assist affected stores and coordinate with refrigeration specialists.
Technical investigations are ongoing, and the full extent of the damage has yet to be established.
Authorities and companies are still working to determine the full circumstances of the attack. The identity of the perpetrators has not been confirmed.
100% agree w @satyanadella, treat models like insider risks 🤯
"separate the supply of intelligence from the authority over it"
the model can't hold the keys, something outside it has to decide what it can touch and revoke it in real time
that's @KeycardAI, @ianliving and team saw this coming 2 years ago 👀
xitter.cf/satyanadella/status/21…


























