Margin of Safety #56: The Structural Problem with AI Pricing
Jimmy Park, Kathryn Shih
May 20, 2026
- Blog Post
TIPS #39: The Hidden Data Sovereignty Risk
Shane Shook
May 19, 2026
- Blog Post
- TIPS
Margin of Safety #55: Why OpenAI and Anthropic are building the new Accenture
Jimmy Park, Kathryn Shih
May 13, 2026
- Blog Post
Data Sovereignty Is a National Security Imperative
Shane Shook
May 12, 2026
- Blog Post
Margin of Safety #54: Code Security, TPRM, and the SaaS Visibility Problem
Jimmy Park, Kathryn Shih
May 6, 2026
- Blog Post
Margin of Safety #53: Identity Segmentation and the Agent Permission Problem
Jimmy Park, Kathryn Shih
April 29, 2026
- Blog Post
TIPS #38: You Can’t Unbake a Cake
Shane Shook
April 28, 2026
- Blog Post
- TIPS
Margin of Safety #52: Rethinking Security Post AI
Jimmy Park, Kathryn Shih
April 22, 2026
- Blog Post
Capsule Security: Why We Invested
Damien Henault, Jimmy Park, and Kathryn Shih
April 15, 2026
- Blog Post