FirstMark @FirstMarkCap

Bots have already won the Internet: my conversation with @eastdakota, CEO of @Cloudflare about agents, edge AI, and the new business model of the Internet (with some wild stories interspersed) 00:00 - Intro 01:27 - The moment bots passed humans online 04:05 - "Agent," "bot," "crawler" -- what they really mean 05:28 - Why your AI agent visits 5,000 sites to do one thing 06:27 - The internet's business model is breaking 06:52 - What happens to "brands" when machines do the buying 08:11 - What Cloudflare actually does, explained simply 10:29 - Hackers, human rights groups & an accidental product-market fit 13:37 - Building a global network (and the Telecom Pakistan cricket story) 21:10 - One hacker, from Turkish escort sites to Eurovision to JP Morgan 30:54 - Fundraising, VCs & an unlikely founding team 37:06 - How Cloudflare became an AI infrastructure company 40:24 - Cloudflare Workers and why the edge wins for inference 44:30 - AI Gateway: auditing, guardrails & runaway costs 47:05 - Why agents need a new kind of compute 52:13 - A "Log4j every week": security in the agentic era 56:03 - Inside Cloudflare: 241 billion tokens and "Cloudflare OS" 01:05:02 - Builders, sellers and "measurers" 01:06:30 - The decision Matthew thinks every company will face 01:11:09 - What to do if AI is coming for your job 01:13:56 - Content Independence Day & the new economics of the web 01:18:27 - Pay-per-crawl, micropayments & out-scaling Visa 01:20:20 - A better internet: Spotify, local news & "holes in the cheese"

Agents can use tools. Agents can use computers. But agents can't use MetaMask. Until now. Introducing Beam. The agentic CLI for Ethereum. • x402 & MPP built-in • Agentic spend controls • Conditional approvals • Sandboxed App Store • Supports every EVM chain • Secure key management • Private transfers

Wallets were built for humans. Beam was built for agents. Built by Payy, but works everywhere.

AI has rewritten the attacker playbook. The gap between amateur hackers and nation-states is collapsing. The most dangerous attacks now look routine: stolen credentials, valid tokens, normal-looking sessions. That’s why we’re thrilled to announce FirstMark’s investment in @nebulocksec, led by @DavidWaltcher. We’re excited to partner with Founder @abcbyDamien and the entire Nebulock team as they build the foundational security analytics stack. Join the hunt 🎯

Damien Lewke (@abcbyDamien) is the epitome of founder market fit. Couldn’t be more excited to be working with him and the wildly talented team at @nebulocksec. AI has rewritten the attacker playbook. The gap between an amateur hacker and a nation-state has alarmingly compressed, and the most dangerous attacks now look completely routine: stolen credentials, valid tokens, and sessions that slip past every tool trained to known-bad signatures. Nebulock flips the model: Vespyr, its autonomous threat hunting agent, works continuously across identity, endpoint, and cloud telemetry to hunt for how adversaries actually behave, already running 300M+ investigations and surfacing 4,000+ high-confidence findings that existing tooling missed, often within hours, in environments running best of breed detection / prevention tooling. What's in front of this team is even bigger: they’re building the foundational security analytics stack, baselined on every identity, endpoint, and resource, with agents that get smarter as the collective intelligence grows. Join the hunt 🎯 @sullivan @rak_garg @dannguyenhuu

Congratulations to @dataiku on FIVE YEARS IN A ROW as a Leader in the Gartner Magic Quadrant 🚀 firstmark.com/story/five-yea…

Dataiku has been named a Leader for the 5th time in the 2026 Gartner® Magic Quadrant™ for AI Platforms for Data Science & ML. We believe scaling AI takes the right people, orchestration, & governance — the Formula for AI Success — to turn ambition into impact. More to come.

State of AI compute 2026: my conversation with @stephenbalaban of @LambdaAPI on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI

Guilds Summit: Where the best share how they build. ➡️ 400+ senior executives ➡️ 30+ speakers ➡️ 4 stages One full day of non-stop learning and connection. Already pumped for 2027!

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Partnered with @firstmarkcap on their Guilds Summit. Some takeaways👇🏼 @anjsud CEO @tubi x @amishjani 1. The best CEOs aren’t the experts on everything. They hire experts, give them ownership, expect it back and get out of the way. 2. “Never waste a good crisis”, that’s often when the biggest leaps happen. @davidneckstein CFO @wearelegora x @abimbhet 1. The best fundraising rounds optimize for value add, not valuation (yes their investors are actually getting them customers). 2. AI is pushing CFOs out of spreadsheet management and deeper into driving revenue growth. Li Fan CTO @circle x @amankabeer11 1. The opportunity is bigger than agentic payments, it’s the agentic economy (there’s an entire stack that involves things besides payments). 2. Winning won’t come from forcing every workflow to go headless but from finding where agents create enough value to earn the right to transact. (It’s still early and no one has cracked it yet). Thank you @mrbenwinn for hosting and leading a phenomenal production. @airwallex is proud to facilitate bringing the best forward to share how they build.

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Spoke at @FirstMarkCap's Guilds Summit! Thanks for having me @mattturck

Guilds Summit Officially Kicks Off @FirstMarkCap @bviner

@amishjani kicking off Guilds Summit -> 500 of the world’s best operators gathered in NYC to meet, share, and learn how each other are building generational companies 🔥 Thank you @KPMG @SiliconVlyBank @airwallex @HiBob_HR @Fidelity @tryramp and @okta for the support!

FirstMark Guilds Summit swag wins

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A historic day for the market with SpaceX becoming the biggest IPO ever. @rick, @BrynTalkington and @lo_toney discuss: cnbc.com/video/2026/06/…

Awesome conversation on the largest #IPO in history. $SPCX

CNBC's Closing Bell @CNBCClosingBell

2 weeks ago

A historic day for the market with SpaceX becoming the biggest IPO ever. @rick, @BrynTalkington and @lo_toney discuss: cnbc.com/video/2026/06/…

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Introducing Luma. Built on $15B of transaction volume, Luma is the only AI-solution for consumer brand finance. I've spent my career building brands and working with founders. I'm excited for what Luma will be able to do for every D2C brand. She's going to be a game changer. Highbeam.com/Luma

Introducing Luma, a world-class finance team for D2C. Most AI in finance focuses on tasks. Luma focuses on decisions. Built on $15B of consumer brand transaction volume. Proud of our team at Highbeam. Check it out: highbeam.com/luma

SurrealDB is #1 on the GDB-Engines Graph Database Movers list. We’re building the database for the next generation of applications, where connected, multi-model data is the default. Grateful to the community and team helping bring that future closer. gdb-engines.com/rankings/mover…

@ivanburazin get used to it! 🤩