CapitalG

Armis' acquisition by ServiceNow for $7.75 billion is officially complete today! This is a tremendous milestone for Yevgeny Dibrov, Nadir Izrael, and the entire Armis team. It is incredibly well-deserved recognition for a company that has fundamentally redefined the cyber exposure management landscape. Partnering with Yevgeny, Nadir, and the whole Armis family since 2019 has been an immense honor for me, Gene Frantz, James Luo, Mo Jomaa, and all of us at CapitalG. Our belief in Yevgeny and Nadir's visionary leadership led us to double down repeatedly, investing in the company six times in six years. Even back in 2019, despite having less than $10 million in ARR, Armis’s trajectory was clear. The team possessed both the talent to build a world-class platform and a clear and vital mission to address the critical security bling spot created by the surge of unmanaged and unknown devices. It has been truly inspiring to witness your incredible impact on the industry and to support your journey these past seven years. Congratulations on this monumental and incredibly well-earned achievement as you officially join the world-class ServiceNow team! https://lnkd.in/gE7j2WEz

We're excited to double down on our investment in nEye.ai as they close their $80M Series C funding round, bringing the company’s total funding to $152M. AI’s astronomical growth is straining current network infrastructure, causing significant compute bottlenecks and energy issues. nEye's groundbreaking OCS-on-a-chip addresses these challenges by offering a unique low power, low latency, and lower cost switching technology for scale up and scale out. We're ecstatic to welcome Stefan Dyckerhoff at Sutter Hill Ventures and to continue working with M12, Microsoft's Venture Fund, Socratic Partners, NVIDIA, Micron Technology, Professor Ming Wu, and the entire team at nEye as they unlock efficient, high-bandwidth networking and unleash AI’s true potential. Read more about our original thesis behind nEye here: https://lnkd.in/gN2sB5tf cc: Jamie Rosen

Where enterprise platforms become category leaders. The Late Stage companies on the 2026 Enterprise Tech 30 represent some of the most established and influential builders in enterprise technology today. Celebrating this year's Late Stage honorees: 🎙️ ElevenLabs  🚀 Vercel 🔬 OpenEvidence  🤖 Decagon  🔎 Glean  🏔️ Sierra  🎨 Canva  💻 Lovable  ⚡ fal.ai  ⚙️ Baseten  🏺 Clay  🔥 Fireworks AI  🗄️ Supabase  ⚖️ Harvey  📋 Legora   🛡️ Abnormal AI Security  🔗 n8n.io  🤝 Together AI  🦺 Flock Safety  📞 Gong Dive into the full report: https://www.wing.vc/et30 #ET30

It’s time to move from the lab to the fab! Big news at nEye.ai: We’ve closed an $80M Series C led by Sutter Hill Ventures, bringing our total funding to $152M. We are grateful for the partnership of Alphabet Inc.’s independent growth fund, CapitalG; M12, Microsoft's Venture Fund;  and Socratic Partners, among others. We started with a challenge: AI clusters are scaling faster than the copper and electronics meant to connect them. Today’s data centers are hitting a "networking wall" where power and latency throttle progress. Born out of research from Prof. Ming Wu’s lab at University of California, Berkeley, nEye is breaking that wall. Our OCS-on-a-chip architecture replaces power-hungry electronics with high-speed silicon photonics and MEMS, creating a flexible optical fabric that allows AI models to breathe. I’m also honored to welcome Sutter Hill Managing Director Stefan Dyckerhoff to our Board of Directors. Stefan’s deep experience in building category-defining infrastructure companies will be invaluable as we accelerate our mission to redefine the future of AI infrastructure. To the nEye team: thank you for the relentless engineering that got us here. It is time to scale. Now, we move from the lab to the fab. And, we are hiring! If you are excited about reimagining the future of AI Data Centers, please visit https://neye.ai/join-us #AIInfrastructure #SiliconPhotonics #SeriesC #OpticalNetworking #DataCenter #nEyeAI UC Berkeley Electrical Engineering & Computer Sciences (EECS) James Luo Michael Stewart Christian Gallagher Heng (Henry) Huang, PhD Crystal (Ruohong) L.

Today we're announcing Base Energy, a new electricity plan open to any Texan that can choose their provider, battery or not. Most Texans say they’re happy with their electricity provider. Our data shows 7 in 10 are overpaying and can save with our new plan. The reason is structural: our battery fleet generates revenue by supporting the Texas grid, and we pass those earnings back as a low, fixed rate that's guaranteed below market average, now and at renewal. Renters, apartment tenants, homeowners not yet ready for a battery: if you're in Texas and can choose your provider, you're eligible. Affordable, reliable power for all. That's the mission, and today we're a lot closer. See how much you could save at https://lnkd.in/gzRKVrab

When I first interviewed Kareem Amin, he surprised me by discussing magic, the art of clowning, and the singular culture he’d created at Clay, a software platform that helps users find sales leads. It was your typical interview with a B2B SaaS co-founder. (He also wants you to know that the gong in the company’s office is for sound baths, not for celebrating new deals.) “I think what made Silicon Valley great is the weirdness, the fun, and the quirkiness,” Amin told me. “People who keep thinking about how hard they’re working are not really focusing on the right thing. You have to work hard, but you also need to focus on why you’re doing that.” Then, I met his co-founder Varun Anand, who rushed into the conference room where I was waiting, and without introducing himself, launched into his theory of the proper seating arrangement for an interview: The two people should be next to each other, not on opposite sides of a table.  As I learned, the two founders weren't sure they could work together when they met a few years ago—but they’ve settled into a productive partnership that resulted in Clay recently being valued at $5 billion. It's a hit with users, too, who band together in Clay Clubs to share tricks and tips. Consultants are making seven-figure incomes teaching others how to deploy Clay. If you only know Clay from the subway ads (“Michelangelo had marble. GTM has Clay.”), here’s everything you could ever want to know about the company.  Thanks for chatting David Shamula, Khaled Azar, Jane Alexander, Mike Vernal, Alexander DeMoulin, and Derek Hernandez. Photo: Erik Tanner. Inc. Magazine https://lnkd.in/e5V49H6M

Excited to announce that Hugo Barra, Nicholas Jitkoff and I are joining Meta Superintelligence Labs with the entire Dreamer team today. The last few months have been extraordinary: we built Dreamer, put the beta in the world just a month ago, and saw magic come to life for real people. Since then, thousands of people have used Dreamer to build personal, intelligent software with our Sidekick in the world’s newest and most popular programming language: English! They're building and sharing agents to manage email, calendar, and to-do’s, create learning tools for their kids, learn new languages, plan trips with friends, become better cooks, help them with work, achieve their health goals, or simply to creatively express themselves—all sorts of surprising and uniquely personal needs. These are agents as unique as the people building them, because they're built exactly the way each person wants them to be. We’ve captured some of our favorites at https://lnkd.in/gz8ZMxK2. What matters most here isn’t the early momentum; it’s what Dreamer has enabled people to do. People are building things they’ve wanted for years. They’re solving real, important problems no traditional software company would ever prioritize, because they’re too niche, too bespoke, too personal. What company would ever build for an “n of 1”? Our bet from the beginning has been that software should be personal, malleable, and shaped by the person using it. The constraint was never people’s imagination. It was the fact that building software is out of reach for most people. This early chapter gives us conviction that the idea resonates, the need is real, and the moment is now. Alexandr Wang was helpful to us from the very beginning, and when we showed Dreamer to Mark Zuckerberg and Nat Friedman earlier this year, it was clear right away that we share the same vision of the future: one where billions of people have the power to create software that makes their lives better. We’re thrilled to accelerate this mission by joining Meta Superintelligence Labs and licensing our technology to Meta. Read more at https://lnkd.in/gGEurCDj. Deeply grateful to our investors Jill (Greenberg) Chase and Nina Achadjian for supporting our vision for a more personal, creative, and intelligent future for software. Thank you for the trust, the thought partnership, and for being in our corner at every step. To everyone in our community who built with us: thank you. You've taught us what's possible, and you're the proof this works. We're so grateful, and we're just getting started!

Two conversations. One afternoon. From DPRK insider tradecraft to AI trust at scale, join DTEX and Amazon Web Services (AWS) for back‑to‑back panels during RSAC. Monday, March 23 | Four Seasons, Market Street 💥 DPRK Threat Intelligence Panel: 12:30 to 1:30 PM PT 🤖 Trust Issues: The Only AI Panel You Need to See This Week: 2:00 to 3:30 PM PT Learn more and save your seat here: https://lnkd.in/ggDrecJx