내가 좋아할 만한 콘텐츠
Today, we are launching MCP Data Security for developers building agentic apps. MCP allows you to easily connect and use data from internal and external apps and systems but it opens up a huge risk for sensitive data. Do you know if that Agent using MCP can read/write your SSN?
Winner - turns out “database cloud” is a great business. Surprised no one has acquired them.
So proud of the @MongoDB team for delivering a stellar Q3 that beat expectations across the board in my final quarter as CEO. It’s been an incredible 11-year run. Excited to watch @cj_mongodb & team take MongoDB to even greater heights.
The PII wars have broken out on X. No, we didn’t sponsor this. :)
What happens when you entrust your customer data to a company with most of its engineers in China? 🇨🇳 🧵
1/ Cool growth chart. Have you disclosed to US customers like @Rippling, @Billcom, @TheZipHyouQ, @brexHQ, and @Navan that you’re quietly sending their customers’ data to China? Airwallex has become a Chinese backdoor into sensitive American data like from AI labs and defense…
Engage ai hyperdrive.
We are on the cusp of a profound change in the field of mathematics. Vibe proving is here. Aristotle from @HarmonicMath just proved Erdos Problem #124 in @leanprover, all by itself. This problem has been open for nearly 30 years since conjectured in the paper “Complete sequences…
The right architecture eventually wins, and wins big. Building a company who’s core bet is a new better architecture is hard but pays off massively when it works.
As someone who worked on db engines my whole life I’m still in awe how much is possible when you run a database on an object store.
There is an inverted U-shaped relationship between the technological uniqueness of a startup and the probability of VC funding. i.e. generic and “highly unique” ideas are the least likely to secure investment, while “moderately unique” ideas are most likely. This is mediated…
Why are so many startups pitching the same ideas? This is the result of “startup catering”, where founders work on the problems they believe VCs care about, rather than problems they are connected to. It occurs whenever there is a strong and vocal consensus amongst investors…
November 3rd, 2026. We, the people, shall reply.
The shooting of two National Guardsmen by an Afghan national who shouldn’t even be in our country is a horrific new reminder of the anarchy unleashed upon America by Joe Biden and Kamala Harris. If not for the election of President Trump, Kamala and the Democrats would have…
I learned more from what @ilyasut did not seem to know than what he did. I learned a lot from what he did. (Also, 5 to 20 years for agi.)
"One of the very confusing things about the models right now: how to reconcile the fact that they are doing so well on evals. And you look at the evals and you go, 'Those are pretty hard evals.' But the economic impact seems to be dramatically behind. There is [a possible]…
Ready for reInvent? Ask us for a live demo. Or we can talk about securing MCP data flows.
18 months ago, Sequoia and Goldman warned us about the AI bubble. Good time to revisit that memo. :) linkedin.com/pulse/what-seq…
What if Sequoia, Goldman and Barclays are all wrong about the AI bubble? My thoughts on why this time is different. linkedin.com/pulse/what-seq…
This is insanely great interview with ceo of Eli Lily with @collision @patrickc about GLP1, healthcare, economics and just general deep thinking. podcasts.apple.com/us/podcast/che…
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David Ulevitch 🇺🇸
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