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nick

T2 · manager / operator

Building endpoint security platform for AI and agentic processes at NEO, using thousands of automated agents to build software taxonomy in weeks instead of years.

4 calls·2 names·100% bull·last heard last month·The Information+1
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
$NEONEOposition

NEO builds endpoint defense for agentic AI era

NEO is building visibility and control at the endpoint layer to defend against AI-powered attacks and secure agentic software, leveraging frontier models to automate threat research that previously required hundreds of analysts.

a16z2026-08episode →
2ndmedium conviction
$METAMeta Platforms

Nick sees path for Meta to replicate Google Cloud enterprise pivot

Meta has talent to win in enterprise AI; Google proved advertising giant can build cloud business; Zuckerberg likely looks at Google Cloud and thinks Meta can do the same, though execution is not easy.

The Information2026-07episode →

most discussed · click a bar to filter

  • $NEO
  • $META

recurring themes

  • Cybersecurity4
  • AI Agents3
4 total
$META
···
Meta Platforms
MEDnick·The Information·3 months ago·Can Mark Zuckerberg Stick the AI Landing?
Nick sees path for Meta to replicate Google Cloud enterprise pivot
Meta has talent to win in enterprise AI; Google proved advertising giant can build cloud business; Zuckerberg likely looks at Google Cloud and thinks Meta can do the same, though execution is not easy.
"Okay. Well, there's a real one-trick pony issue when it comes to to you know, any any company, any big tech company. Amazon proved many years ago that they could branch out from t…"
6:19
$NEO
NEO
HIGHnick·a16z·last month·Defending AI, and Defending From AI | Deep Dives with a16z
NEO builds endpoint defense for AI agent inference attacks
NEO addresses the fundamental mismatch between legacy security tools (built for people and malware) and the new reality of agentic AI processes that require visibility and control at the endpoint layer.
"The challenge with the existing security tools that are out there is they really were built to tackle two things. The first being people and the second is malware. And AI and AI a…"
6:06
$NEO
NEO
HIGHnick·a16z·last month·Defending AI, and Defending From AI | Deep Dives with a16z· position
NEO builds endpoint defense for agentic AI era
NEO is building visibility and control at the endpoint layer to defend against AI-powered attacks and secure agentic software, leveraging frontier models to automate threat research that previously required hundreds of analysts.
"NEO is building a way to defend endpoints from these inference style attacks um or to deal with I'd say I guess they call it AI governance sort of more broadly... what we wanted t…"
5:58
$NEO
NEO
HIGHnick·a16z·last month·Defending AI, and Defending From AI | Deep Dives with a16z· position
NEO builds endpoint guardrails for AI agent security
NEO sits at the human-AI interaction layer to set guardrails before software runs, addressing the gap where traditional tools only handle people and malware, not agentic processes.
"what we wanted to do is get ourselves right at the layer between the human and AI interaction. Uh so, a big part of what we're building is a way to to properly set guard rails and…"
5:46
9
Cybersecuritytailwind
Agentic Enterprise Apps Create Security Crisis as 50% Go Agentic by Year-End
Half of enterprise applications will become agentic by end of 2025, but these agentic processes are neither people nor malware — breaking existing security tools built for those two categories. With 6,000-7,000 unique software pieces per enterprise turning agentic, defenders lose visibility and control, creating massive demand for new security paradigms that understand what software is installed, what it can do, and what it's actually doing.
9
Cybersecuritytailwind
Defending AI and defending from AI requires new endpoint security paradigm
Traditional signature and behavior-based security tools are obsolete against agentic AI; defenders need visibility into what software is installed, what it can do, and what it's actually doing — a fundamental rethink where frontier models themselves become the armament for building defenses.
8
Cybersecuritytailwind
AI agents break traditional security paradigms requiring endpoint-level governance
Existing security tools built for people and malware cannot handle agentic AI processes; defenders need visibility and control at the endpoint layer between human and AI interaction as 50% of enterprise apps become agentic by year-end.
8
AI Agentstailwind
50% of enterprise apps agentic by year-end; 6-7000 tools per enterprise creating massive attack surface
Rapid agentification of enterprise software (50% by year-end, 6-7000 unique tools per company) creates exponentially complex security challenge with less vetting than frontier models.
8
AI Agentstailwind
Enterprise agentic adoption accelerating faster than security vetting capabilities
With 6-7,000 unique software pieces per enterprise turning agentic, the attack surface expands to the total sum of human expression; signature-based detection is dead and behavior-based approaches fail because agentic software has no predetermined behavior.
8
AI Agentsrisk
50% of enterprise apps will be agentic by year-end, creating uncontrolled risk surface
With 6-7,000 unique software pieces per enterprise becoming agentic, the attack surface explodes as each gains autonomous backend model access with minimal vetting, requiring automated discovery and governance.
8
Cybersecuritytailwind
Legacy security paradigms fail against agentic AI; new endpoint control layer needed
Signature-based and behavior-based security tools are obsolete against agentic software because agent behavior is inherently non-deterministic and cannot be modeled by publisher or design intent. Defenders need a new layer providing visibility into what software is installed, what it can do, how it's configured, and what it's actually doing.