Periodic pentesting made more sense when sophisticated attacks were expensive and relatively scarce. AI is changing both sides of that equation. The emerging opportunity: continuous offensive validation. Saaya Pal + Eliza Chamberlain: jumpcap.com/insights/from-re…

Living rent-free in @yshkolnik's head: the codebase is starting to move faster than the organization’s understanding of it. Her latest blog argues that we need a new layer for what comes next: codebase intelligence. Everyone downstream of the merge needs to catch up: jumpcap.com/insights/the-cen…

The latest Jump Off Point is out. This month: what AI does to the product org chart, why the core may not be the real core banking problem, where security moves as agents gain autonomy, what’s happening with cyber funding, plus portfolio news, events + who’s hiring. Catch up with us↓ jumpcapital.substack.com/p/c…

80% of people in @McKinsey's latest State of AI survey say AI has made them more productive. Only 37% of organizations attribute any EBIT impact to it. The difference? Nearly 3/4 of AI high performers have fundamentally redesigned workflows around AI, vs. about 1/4 of everyone else. Giving people better tools isn’t the same as changing how a company works. Will Walker + @sachchitnis on why AI transformation may be less of a tooling problem and more of an inertia problem: jumpcap.com/insights/everyon…

Cybersecurity companies are raising bigger rounds earlier. But more capital also comes with a higher bar. Or as, Jump Capital Partner @saayanath put it in a @SPGMarketIntel article, “The bigger rounds buy you the scope to actually build a platform, but they also compress the window to prove it.” We unpacked what’s behind the shift, how AI is changing what security companies need to build, and why capital is increasingly concentrating around fewer, higher-conviction bets: lnkd.in/gGBgaUtM

Congrats to the @TrueFoundry team on the agent harness launch! TrueForge is: - Vendor-neutral: any model, any MCP server - Open source (MIT license) - Benchmarked at up to 50% lower cost than Claude Managed Agents, with the same accuracy Worth a look if you're building with agents.

Identity authorizes what an agent can do. Runtime monitors and enforces what it actually does. Endpoint sees where it's doing it. Do you need all three? Our read from @BlackHatEvents: not one vendor absorbing the other two, but consolidation organized around the moment of action rather than the moment of access. Execution is the only moment all three are adjudicating the same event: jumpcap.com/insights/black-h…

"Agents will replace engineers" and "agents just make slop" are both wrong. The real shift: execution goes to zero, judgment concentrates. Sach & Will explore the shift: jumpcap.com/insights/the-tri…

Fund 8 is only part of the story. Our latest edition goes past the headline number: • Yelena: the AI-agent generalist vs specialist debate is really an org chart • Welcome Eliza Chamberlain • Our 6 top-of-mind topics for @BlackHatEvents USA Full edition: jumpcapital.substack.com/p/a…

We closed Fund 8 at $350M. Here's what we're doing with it. Backing founders across three shifts reshaping enterprise AI: → The application layer, being rebuilt as software finally does the work → The infrastructure nobody posts about, making it all reliable → Security, for a world where software now acts on its own Full thesis 👉 jumpcap.com/insights/jump-ca…

We've closed our 8th fund at $350M. We're putting it behind founders chasing the leapfrog moments AI is opening in legacy industries: the places manual process and complexity kept better software out. Thanks to @Yueqi_Yang at @theinformation for the write-up: theinformation.com/newslette…

If you're building the future of money, you'll probably know someone in the room next Wednesday. Join us on July 22 for Chicago Builds: The Future of Money in Chicago's West Loop during TechChicago Week. See you there: luma.com/48bcksp6

The more AI enterprises adopt, the more implementation, integration, migration, and change management work gets created. That feels like a large opportunity to us: jumpcap.com/insights/ais-nex…

Some corners of financial infrastructure got APIs. Some got AI. Transfer agents got...fax-machine energy. Excited to back @VinylEquity as they modernize one of the most overlooked layers of the capital markets stack: jumpcap.com/insights/why-we-…

Capital markets infrastructure is one of those things nobody notices until it breaks. Too many critical workflows still run on disconnected systems and manual processes. Excited to lead @VinylEquity's $20M Series A alongside a great group of investors. Cheers to @axios and @ryanlawler for the story: axios.com/pro/fintech-deals/…

AI ideas are easy. Implementation is hard. That's why we launched the Forward Deployment Engineer (FDE) Fellowship: to help portfolio companies turn promising AI concepts into real-world systems and workflows. Excited to welcome Jainam Patel as our first fellow. Read more: jumpcap.com/insights/meet-ja…

The physical world is messy. Edge cases pile up fast. At some point, teams can’t debug failures robot-by-robot anymore. @pasha_aqil on why reliability infrastructure may become foundational to the Physical AI stack: jumpcap.com/insights/robotic…

Identity security is breaking at runtime. We still optimize for provisioning. But risk shows up during execution. In the last two weeks: @Cisco acquired @AstrixSecurity @silverfort acquired @fabrix That’s not a coincidence. Access isn’t a decision. It’s a sequence.