Margin of Safety #23: First Mover Advantages in AI Agentic Development
Jimmy Park, Kathryn Shih
July 29, 2025
- Blog Post
Margin of Safety #22: The Reverse Acquihire
Jimmy Park, Kathryn Shih
July 23, 2025
- Blog Post
TIPS #29: The Patching Paradox
Shane Shook
July 17, 2025
- Blog Post
- TIPS
Forgepoint Forward Q2 2025: What’s Ahead in Security Data Management
Preisha Agarwal, Rey Kirton
July 16, 2025
- Blog Post
Margin of Safety #21: A Shift in Vulnerability Management
Jimmy Park, Kathryn Shih
July 15, 2025
- Blog Post
Margin of Safety #20: Hedging Against AGI
Jimmy Park, Kathryn Shih
July 8, 2025
- Blog Post
DataBahn.ai: Why We Invested
Ernie Bio
June 26, 2025
- Blog Post
Margin of Safety #19: So You Want to Do an AI-Enabled PE Roll-Up?
Jimmy Park, Kathryn Shih
June 25, 2025
- Blog Post
Tadaweb: Why We Invested
Damien Henault
June 19, 2025
- Blog Post