Robby’s Substack
RobbyMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 2 years ago | Last Issue | 2 months ago |
| Active | |||||
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mtfrobby.substack.comLatest Issues
From AI Apps to Agents: Investing in Manifold Security
AI agents are here. And for security teams, that means the attack surface has expanded dramatically.
Before agents, AI security was all about “guardrails”: put protections around the AI app, like ChatGPT, and secure the AI.
Agents operate...
Fundraising Off Lofty Endgames
Reading Will Manidis’ excellent post on endgame play made it hard to ignore the parallels with today’s fundraising market. And not in a good way.
Today, VCs are obsessed with lofty endgames.
Vision has always mattered in venture, but the...
Is Venture Really a Team Sport?
A year and a half ago, I was grappling with the decision of whether to start a venture fund alone or with partners.
That decision raised several questions (Would it be easier to fundraise with others? Would the operations burden be too hig...
Investing in detections.ai - Using AI + Community to Supercharge Threat Detection
I first met detections.ai CEO Robert Fly years ago - back when he was building Elevate Security. It was obvious then that he was one of the sharpest minds in security. I didn’t get to invest in Elevate, but I stayed close and watched him sc...
Investing in Keycard: Building the Trust Layer for AI Agents
Like many of you, I already use AI agents every day - from personal agents that manage my calendar to vendor agents that handle support. It’s clear more and more of our work is becoming “agentified.”
But, when agents make mistakes, it’s pa...
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Authors
The writers behind this newsletter.
Solo GP at Modern Technical Fund. First check investor helping technical founders move faster. Invest $500K - $1M in pre-seed & seed security & software infra startups.
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