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Margin of Safety #18: YC Spring 2025 Demo Day
Our takeaways from the most recent YC Demo Day
Jun 17
•
Kathryn Shih
and
Jimmy Park
3
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Margin of Safety #18: YC Spring 2025 Demo Day
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Margin of Safety #17: Wrappers vs Foundational Models
Read below for our take on the keys to survival as foundational models rapidly expand their capabilities
Jun 10
•
Kathryn Shih
and
Jimmy Park
1
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Margin of Safety #17: Wrappers vs Foundational Models
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Margin of Safety #16: What’s the Git MCP issue?
TL;DR - AI agents need scoped access, not human-level trust
Jun 3
•
Kathryn Shih
and
Jimmy Park
2
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Margin of Safety #16: What’s the Git MCP issue?
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May 2025
Margin of Safety #15: Klarna – What Happened?
Klarna rolls back AI and brings back humans. Why?
May 27
•
Kathryn Shih
and
Jimmy Park
2
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Margin of Safety #15: Klarna – What Happened?
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Margin of Safety #14: Battle of the CISO vs CIO
The tension between CISOs and CIOs stems from conflicting mandates—security vs. uptime or new capabilities
May 20
•
Jimmy Park
and
Kathryn Shih
1
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Margin of Safety #14: Battle of the CISO vs CIO
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Margin of Safety #13: Post-AI Security
Is AI changing cybersecurity? Yes, for both defenders and attackers
May 13
•
Kathryn Shih
and
Jimmy Park
1
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Margin of Safety #13: Post-AI Security
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Margin of Safety #12 – 2025 RSA Takeaways
Kathryn and I both spent the better part of last week at RSA. We will cover our three biggest takeaways: 1) Chainguard 2) AI fluff and 3) Wiz-ification.
May 6
•
Jimmy Park
and
Kathryn Shih
1
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Margin of Safety #12 – 2025 RSA Takeaways
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April 2025
Margin of Safety #11: Rethinking Workflows in the Age of AI Native
As AI drives down the cost of creation and analysis, the next wave of innovation will come from reimagining entire workflows
Apr 22
•
Kathryn Shih
and
Jimmy Park
4
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Margin of Safety #11: Rethinking Workflows in the Age of AI Native
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Margin of Safety #10: Llama 4 Looked Great on the Leaderboard. Why Doesn't It Always Feel That Way?
Llama 4 shows the gap between benchmark success and real-world utility
Apr 15
•
Kathryn Shih
and
Jimmy Park
1
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Margin of Safety #10: Llama 4 Looked Great on the Leaderboard. Why Doesn't It Always Feel That Way?
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Margin of Safety #9: MCP, USB for AI or Trojan Horse for Security?
The future of AI integration is here—and it's as risky as it is powerful
Apr 9
•
Kathryn Shih
and
Jimmy Park
1
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Margin of Safety #9: MCP, USB for AI or Trojan Horse for Security?
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1
Margin of Safety #8: AI Might Not Be Coming For Your Job
The Economics of AI Disruption
Apr 1
•
Kathryn Shih
,
Meryam Bukhari
, and
Jimmy Park
3
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Margin of Safety #8: AI Might Not Be Coming For Your Job
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March 2025
Margin of Safety #7: The Next Big Thing in AI - What Comes After Automation?
AI’s biggest opportunity isn’t just automating human tasks but creating entirely new, AI-native experiences that unlock possibilities previously thought…
Mar 18
•
Kathryn Shih
and
Jimmy Park
3
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Margin of Safety
Margin of Safety #7: The Next Big Thing in AI - What Comes After Automation?
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