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Latest posts
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The Missing Layer in AI Infrastructure
The post The Missing Layer in AI Infrastructure appeared first on Team8 .
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Inference Is Becoming an Ownership Problem
The post Inference Is Becoming an Ownership Problem appeared first on Team8 .
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The State-Sponsored Playbook Just Changed: Four Months That Reset the Threat Model
Our read on what AI-enabled nation-state activity in mid-2026 means for the security market. Every threat report this year opens with the same reassuring sentence: AI is a “force multiplier, not a new capability”. That is technically true and quietly misleading. The multiplier…
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The Agent Party Is Moving from the Endpoint to the Cloud
The first wave of mass agent adoption started on the device. The next wave will be shared, persistent, and cloud-hosted. For the past six months, the most visible progress in AI agent adoption has happened at the endpoint. As coding agents such as Claude Code and Cursor surged…
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Team8 Announces $365 Million in New Capital
Team8 is announcing $365 million in new capital: $265 million for Team8 Capital’s third fund, alongside more than $100 million for follow-on investments in our highest-conviction portfolio companies. With this new capital, Team8 now manages nearly $2 billion in assets under…
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Raising Our Third Fund When the Rules Keep Changing
Today we’re announcing our third fund: $265 million for Team8 Capital III, alongside more than $100 million earmarked for follow-on investments in our highest-conviction portfolio companies. This brings Team8 to nearly $2 billion in assets under management across eight funds…
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Why We Invested in Act
Ancient Greece didn’t get remembered for its scaffolding. It got remembered for its foundations. The columns, the proportions, the basic architectural principles that were so solid that people kept building on top of them for two thousand years. That’s the idea behind Act, and…
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When Mythos Becomes Reality: The Shifting Equilibrium of Exposure Management
Artificial intelligence (AI) and large language models (LLMs) have dominated headlines, boardroom discussions, and company roadmaps since late 2022. Even so, there have been watershed moments that changed the nature of the discussion – for example, the release of Anthropic’s…
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Capable Isn’t Reliable: The Widening Gap That Decides Whether Your Agents Ship
The hard problem in enterprise AI is not necessarily building a capable system. It’s trusting that capability in production. AI capability has surged in recent months- driven in large part by agent harnesses, alongside steadily improving models. The harness is the software…