Corma
Superintelligence for defensive cybersecurity
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Was in the room when the deck clicked. Defensive foundation models is one of those categories where the second-place team still ends up worth a fortune.
The tweet buries the actual thesis under the funding number. Lead with why offense is outpacing defense, then hit us with the round.
The video cuts are way too fast for a security pitch. I want to feel like the founder has been paged at 3am, not like I'm watching a Nike ad.
Curious what corpus you're pretraining on. Public CVE data plus honeypot telemetry only gets you so far before the model starts hallucinating IOCs.
Genuine question from someone new to this space: if the model is defensive, does it also need to simulate offense internally to train on? Feels like a chicken and egg thing.
Superintelligence is doing a lot of work in that sentence. Show me the SOC integration path before I believe any of it.
Every defensive AI company pitches the same asymmetric threat story. What's actually novel about your architecture versus stacking a good detection model on top of an LLM?
The defensive market is not shrinking but it is consolidating into three buyers who all want to build this in house. Good luck threading that needle.
Foundation model economics on defensive security is going to be brutal. Training runs don't care that your customer signed a three year contract.
The Corma wordmark has one letter doing all the heavy lifting and the rest look like they showed up late. Kerning between the r and the m is off.
How many people did you have when you closed this? I keep hearing about lean security teams shipping foundation models and I don't buy it yet.
Is there an API day one or is this an enterprise-sales-only situation. Devrel person wants to know before I get excited.
Tweet engagement is stacked which usually means Sequoia's comms team was locked and loaded before the post went live. Nicely orchestrated.