Christopher Martin

If you missed enterprise cyber and AI storage leader Infinidat at Gartner IOCS last week, join us TOMORROW (Dec 18) as we discuss the critical trends in enterprise storage at the 7th Annual Insight Jam Conference in our keynote address: "Key Enterprise Storage Topics For Machine Age Market Architecture". Tune in at 8am PT/11am/4pm GMT/5pm CET to explore how 2026 will unfold for enterprise storage: • Cyber storage resilience and its critical importance to an overall corporate cyber security strategy • AI - both enterprise storage for AI applications and workloads and also the use of AI inside of storage systems for ease of management and to cut costs • The impact of enterprise storage on power budgets and power efficiency • How enterprise storage can dramatically reduce IT CAPEX, IT OPEX, and IT resource needs https://bit.ly/48T0osy Oren Yesharim David Beltrán Vera David Humes II David Sawyer David Muench Tim Dales Bill Basinas Fran Bruno David Lubrano Benjamin Lew Tom Manganaro Tom Dionne Daniel Potts Donato Ceccomancini Marco Meraviglia ☁ Andrea Sappia Andrea Fraietta Marcus Benham Juliet McMullen Anthony DeLisio Karine Haase Lynsy (Calvario) Marshall Rebecca Kraushaar Revital Aharon-Frimerman Kfir Kayakov Shira Ginsburg Solutions Review Tim King Maleeha Haider Jonathan Paula 📸Craig Hibbert Bob Stone Pete Byrne Paul S. Gaccione Paul Stewart George Deveau James Meyers Gene Kussmann JT Lewis Lee Bushnell

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Back in the late 1990s, when I was an associate in a CVC in the U.S. named Greenhouse Fund, one of the most fascinating case studies we analyzed was the “browser wars.” Netscape Navigator had captured early market dominance through innovation & ease of use, while Microsoft’s Internet Explorer leveraged Windows distribution to overtake it—an early and powerful example of platform advantage. For VCs, it was a vivid reminder that in technology, product innovation alone rarely wins without strategic control of distribution and ecosystem lock-in. When the second wave arrived in the 2000s, we watched Mozilla’s open-source movement challenge incumbents on transparency and standards, and Google Chrome redefine the browser as a true operating system for the web. Chrome’s speed and integration with Google’s services made it the new center of gravity for digital life and a model for how to scale globally through relentless user-centric design. Today’s emerging “browser war,” now between Chrome (Google), ChatGPT Atlas(OpenAI), and newer entrants like Strawberry, feels strikingly familiar but more intelligent. The competition is no longer about rendering speed or interface design. It’s about who can best integrate AI into the browsing experience. For an investor, it evokes déjà vu: the next platform shift is already unfolding, and the real battle is for context, not clicks. Only once in a generation will we see such browser wars again, and the question is who wins this one? thoughts?

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Scanner, a San Francisco-based developer of a security data platform, has raised $22 million in a Series A round led by Sequoia Capital, with participation from Mantis VC and strategic angel investors, including the CEO of Vanta and the former GM of Splunk Security. Led by CEO Cliff Crosland, the company plans to use the funding to scale its engineering team, accelerate development of its AI-native search index, and expand its platform to support agentic threat hunting across massive log datasets. Scanner’s specialized security data lake enables sub-second queries across petabytes of historical logs, offering SIEM-level speed at a fraction of the cost, and is already used by high-growth enterprises like Notion, Ramp, BeyondTrust, and Lemonade to detect and investigate complex threats. FOUNDER: Cliff Crosland INVESTORS: Sequoia Capital & Mantis VC ROUND: Series A AMOUNT: $22,000,000 HQ: San Francisco, California #VentureCapital #Scanner #CliffCrosland #TradedVC

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2 lines of code to detect audio, video, and still image deep fakes, via a seamless, high-scale API 2 lines of code to save your business or government agency from disaster 👇

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We're excited to introduce our latest investment, Oryo.io - the security layer for agentic AI. Prashanth R. and Swaroop S., veterans of Okta and Wiz, are building agentic visibility and a trust layer on the MCP protocol for enterprise autonomous agents. Like Waymo’s cars today, agentic AI across enterprises will soon ingest data, make decisions, and take action. As adoption rises, the problem shifts from capability to control. CISOs manage identity and access for humans today. Okta anchors that trust layer for non-humans tomorrow. After our Agentic AI conference in Feb 2025 led by Anand Rao, we came with prepared minds to our first call with Oryo. Michael Marmor led diligence and is working closely with the founders as they build their MVP. We wrote the first check into Oryo. Village Global (Reid Hoffman) and Seven Hill Ventures (Michael Coates) followed soon after. Perhaps Nikesh Arora should take notice :) Venkat Raju, JB Michel, Rahul Harikumar, Quentin Staes-Polet Josh Cunningham

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