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Market

Chips, capital, and infrastructure economics: the layer under everything. GPU supply, hyperscaler spending, and AI cost structures flow directly into what cloud AI costs to resell and run. When this beat moves, every AI invoice eventually moves with it.

Market · 2 stories this edition Ed. 007

Market

SecurityWeek · Jul 21

Empirical Security raises $25M to predict which CVEs attackers will exploit

Empirical Security, founded by Kenna Security veterans and an EPSS co-creator, raised a $25 million Series A ($37 million total) for AI exploit-prediction products that track more than 18,000 exploited CVEs to help teams prioritize which flaws to fix first as vulnerability volume climbs.

▸ The MSP Angle

How do I prioritize patching when everything is critical?

You cannot patch it all, so the win is patching what will actually be attacked. Exploit-prediction is where remediation is heading: rank by real-world exploitation likelihood, not raw CVSS. Whether you buy a tool or build the discipline, a defensible prioritization method is what lets a lean team credibly promise patch coverage across many clients.

Read at SecurityWeek ↗

Market

Crunchbase News · Jul 17

AI and cyber take most of the week's biggest venture rounds

Machine-identity vendor Keyfactor took $1 billion from Summit Partners and AI-chip maker SambaNova raised a $1 billion Series F, with AI claiming five of the week's ten largest US venture rounds. Capital keeps concentrating in AI infrastructure and identity security.

▸ The MSP Angle

Where is the smart money going in AI and security?

A billion dollars into machine identity is a tell: as agents proliferate, the hard problem becomes proving who and what is allowed to act. That is a client conversation you can start now, because agent identity and access will land on your desk long before the funded products mature. Watch what gets built here; it becomes your toolset in 18 months.

Read at Crunchbase News ↗

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