Excited to introduce @cosign: the curated professional network for the startup community: cosign.co
Our goal is to create the following:
- A comprehensive startup directory of investors, companies, and operators, including what they worked on and who they worked
Some of the biggest openings in security have nothing to do with patching
How breaches began, per a 2026 report:
- 31% exploited a vulnerability
- 35% used phishing, stolen logins or impersonation scams
And nearly half now involve a vendor or partner, up 3x since 2024
Full
John Somorjai of Salesforce on the exit math behind today's startup valuations, and a16z's Alex Immerman on the much bigger outcomes that now drive returns:
John: "I think there's a lot of irresponsibility going on. The valuations are of course way too high."
"When you think
Salesforce's John Somorjai has spent more than 20 years doing deals for Marc Benioff, from Slack to six rounds of Anthropic, and runs a venture arm that has backed more than 750 companies.
His playbook is finding great technology that's starved for distribution and plugging it
Companies are more confident in their backups than they perhaps should be
90% of leaders say they can recover from a cyberattack, but only 28% of victims actually got all their data back
Median recovery cost:
- Backups survived: $375K
- Backups hit: $3M
Full piece from a16z's
Think different, CapEx edition:
Since Q1 2023, Alphabet, Microsoft, Amazon, and Meta have increased CapEx 5-8x
Meanwhile, Apple now spends 20% less than it did before the AI boom
Charts of the Week: a16z.news/p/charts-of-th…
