TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

feras

T3 · host / generalist

Founder and CEO of Socket (software supply chain security). Raised Series C at $1B valuation led by Thrive Capital. 500%+ ARR growth. 15+ years open source maintainer. Built certified patches to automate vulnerability remediation.

1 call·1 name·100% bull·last heard 4 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SOCKETSocketposition

Feras: Socket Series C at $1B led by Thrive, 500%+ ARR growth from AI-driven software supply chain crisis

Three converging forces: AI generating unprecedented code volume with less vetting, frontier models finding thousands of vulnerabilities in open source, attackers exploiting software supply chain at scale. Maintainers cannot keep up with patch review burden. Socket's certified patches automate remediation.

TBPN2026-05episode →

most discussed · click a bar to filter

  • $SOCKET

recurring themes

  • Cybersecurity1
1 total
$SOCKET
Socket
HIGHferas·TBPN·4 months ago·Google I/O Reactions, Large IPOs Incoming, Vox Sold, Tokenmaxxing Stats· position
Feras: Socket Series C at $1B led by Thrive, 500%+ ARR growth from AI-driven software supply chain crisis
Three converging forces: AI generating unprecedented code volume with less vetting, frontier models finding thousands of vulnerabilities in open source, attackers exploiting software supply chain at scale. Maintainers cannot keep up with patch review burden. Socket's certified patches automate remediation.
"we've had, uh, 500% plus ARR growth over the last 12-month period... we're seeing kind of three forces converging all at at once here. We have this kind of like perfect storm betw…"
55:05
8
Cybersecuritytailwind
Software supply chain crisis: AI generates code faster than maintainers can patch, attackers exploit at scale
Three forces converging: 1) AI generates unprecedented code volume with less vetting, 2) Frontier models find thousands of vulnerabilities in open source, 3) Attackers exploit supply chain (one component → thousands of orgs). Maintainers cannot review patch volume. Socket's certified patches automate remediation. Board-level concern at nearly every company.