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Theory Ventures invests in Artemis's $70M Series A to build the AI-native detection engine for the next era of security operations.

GPU rental prices surged 48% in 60 days. The AI compute shortage will force startups to compete not on speed of iteration, but on access to infrastructure.

Anthropic's Mythos found thousands of zero-days, but models costing 100x less find the same bugs. In AI cybersecurity, the system is the moat, not the model.

No one enters a sales conversation without first asking an AI. Lena Waters on what this means for your go-to-market.

A 2x2 framework for understanding how AI will impact different roles based on demand ceiling and whether machines can verify correctness.

Anthropic's Mythos found thousands of zero-days in weeks, capabilities that emerged without explicit training. Security analysis was collateral output, a byproduct of optimizing for something else entirely.

Anthropic added $10b in revenue in the last month, twice Databricks' annual run rate. At current growth rates, how long until Anthropic surpasses NVIDIA to become the world's most valuable company?

Frontier AI models don't stay frontier for long. Within months they run on laptops; within two years, your phone. The capability diffusion gap is compressing fast.

I burnt 250M tokens in a day. Tokenmaxxing is the deliberate practice of maximizing AI token consumption through parallelization.

On April 9th, Lena Waters kicks off Office Hours with Marketing in the Agentic Era. 15 minutes. One topic. Call-in questions.