AI agents are enabling every team to build useful software. This is incredibly exciting, but it also means the attack surface is changing. We recently learned that our adversaries are already using frontier models to create malware and exploit vulnerabilities. To address this, today we’re launching the depthfirst Dependency Firewall to find and block malware in supply chain dependencies before they’re installed. It uses the same engine that discovered NGINX Rift, now optimized to detect malware in open-source packages. We want companies to move faster with AI, without compromising security. Above all, @depthfirstlabs is a mission driven organization. This is another step towards achieving our mission of securing the world's software, an increasingly urgent need as artificial intelligence accelerates how software is built, deployed and attacked.

SpaceX filed its S-1 last week, and my partner @ausw2000 read all 318 pages (and made all the charts) so you don’t have to. The result: three businesses in one — Space, Connectivity (Starlink), and AI. AI is set to become the largest revenue segment within a year. The company did $18.7B in FY25 revenue, up 33% YoY, and is reportedly expecting a $1.75T valuation that would make it a top-10 company globally.

It feels like every infrastructure company in SF has customer concentration risk. I'm actually having a harder time finding someone that doesn't.

BREX DATA: Spring 2026’s top 25 fastest-growing software vendors.

PALISADES TAHOE, APRIL 26, 2026 — InferenceX has added DeepSeekv4 MTP support with chat template for @sgl_project's B300! Great Work to @radixark @liin1211 for the engineering! Massive interactivity gains, and 7x throughput at iso-interactivity!

Eleven years ago we started @EclipseVentures and bet everything on atoms. Rockets, robots, chips, factories, power systems, defense. The things civilization actually runs on. Today, we're announcing $1.3B in new capital to keep building. The physical world is overdue for transformation. Transportation runs on systems designed decades ago. The energy grid cannot keep up with demand. Healthcare depends on manual procedures that don't scale. Defense development moves at a fraction of the speed threats evolve. These are not software problems. They are full stack engineering and operations problems, and they have been underinvested in for a generation. But there has never been a better moment to solve them. The best engineers are leaving big tech to build in the physical world. AI is compressing timelines from years to quarters. Policy is aligned. And customers are not waiting — the DoD, the hyperscalers, hospitals, and the Fortune 500 are all desperate for technology that makes physical systems smarter, faster, and more resilient. Talent, capital, technology, policy, and demand are all converging at once. This is our moment 🇺🇸 We built Eclipse for this exact moment and in doing so, we launched a movement. Today that movement is 100 companies strong (and growing!). These companies supply each other, share customers, and help solve each other's hardest problems. Propulsion systems powering orbital defense. Modern supply chain infrastructure moving the worlds goods. Autonomous vehicles on three continents. Surgical robots performing procedures that used to require the world's best hands. Cloud hardware powering the AI revolution built on American soil. That's not a fund. That's an economy — an Eclipse Economy. The door is open to rebuild the physical infrastructure of the country. We intend to run through it.

seeking technologists who want to end AI slop. if you: - think “i could fix her” about a model frequently - hate purple gradients - know what cerulean is - obsess over evals - love beautiful data, and retrieving it - have unreasonably good taste - want tech to ~ feel ~ right ...this is for you! usual suspects might be researchers, engineers, designers working on personalization, post-training, creativity, multi-modal or gaming. or maybe you’re cracked and have a creative hobby you take very seriously, that counts ;) in person, in SF. generous comp. intensity coming from a place of obsession. a tight group of great, high-agency, low ego, outside-the-box thinkers. if this is you, DM me! if you know a taste-obsessed friend, DM them!

not much to say. pace has been incredible. 4 rounds in 18 months. incredible new investors @sonyatweetybird @mamoonha. all metrics going 🆙 exponentially. new exclusive models. more capital = more GPUs = more people = more investment into gen media. back to work.

Reaching the scale to host your own conference is a massive milestone for a company. Since @fal’s inaugural Generative Media Conference is this Friday, I sat down with @gorkem to dig into the last 3 years of their journey. Their 10/24 conference has an insane speaker lineup with lots of real-world use cases of generative media in action. The preview video below is just one example (we used fal’s platform to create all the visuals). Aside from the fun we had turning me into George Clooney and making a giant 3-ton Roomba cat destroy our podcast studio, what stood out was how far all of these models have come in the last few years -- and how easy it is to get started with fal and play around so many different options. There’s a ton of interesting technical optimizations and developer-focused decisions that made that experience possible, so it was great to hear Gorkem unpack all of their unique company and product building choices. One of the more interesting ones that they hardly ever talk about is their pivot (when I invested back in 2022, it was a completely different product for data teams), so it was fun to get into that story as well. Full conversation below, hope you enjoy it!