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David Waltcher
@DavidWaltcher
Partner @FirstmarkCap, former @Accel
539 Following    362 Followers
Palo Alto secured traffic at the application layer when business software moved to the web. CrowdStrike shipped a cloud-native sensor when work left the perimeter and the laptop became the frontline. Wiz built a graph-first CNAPP when cloud adoption accelerated. The largest companies in cyber get created during secular platform shifts. Each one of those shifts changed how we work. This time, it's also changed who's doing the work: agents. To do so, they inherit the same permissions and access as the humans they act for, which makes them a highly privileged and capable threat vector operating at superhuman speed. @maximbarkogan and @gil_elbaz_ saw that coming before anyone, and founded @onyx_security to build the category defining control plane to govern and secure agents. Security tools were built to watch deterministic software and human-led workflows. They can't govern a non-deterministic model chaining tool calls against inputs nobody vetted in advance. Onyx's bet is that only AI can: proprietary models sitting in the runtime path, inspecting every agentic action and blocking or redirecting it before it reaches a downstream system with warp speed and accuracy. Excited to be backing Maxim, Gil, and the Onyx team in their $113M Series B, alongside our friends at @BessemerVP, @Cyberstarts1, @conviction, and @TCVTech. cc @sullivan @amitkarp @saranormous @HZinshtein
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