Dispatch
OpenAI Announces $200B Valuation Round   •   EU AI Act Compliance Deadline Extended to 2027   •   Google DeepMind Releases Gemini Ultra 3.0   •   Y Combinator S26 Batch: 60% of Startups Are AI-Native   •   MarTech Consolidation: Salesforce Acquires MadTech Pioneer   •   LLM Token Costs Drop 80% Year-Over-Year   •   Meta Llama 4 Released Under Permissive Commercial Licence   •   Anthropic's Claude Achieves New Benchmarks on Reasoning Tasks   •   Venture Capital Flows to AI Infrastructure Exceed $4B in Q2   •   Adobe GenStudio Reaches 500,000 Enterprise Users   •   OpenAI Announces $200B Valuation Round   •   EU AI Act Compliance Deadline Extended to 2027   •   Google DeepMind Releases Gemini Ultra 3.0   •   Y Combinator S26 Batch: 60% of Startups Are AI-Native   •   MarTech Consolidation: Salesforce Acquires MadTech Pioneer   •   LLM Token Costs Drop 80% Year-Over-Year   •   Meta Llama 4 Released Under Permissive Commercial Licence   •   Anthropic's Claude Achieves New Benchmarks on Reasoning Tasks   •   Venture Capital Flows to AI Infrastructure Exceed $4B in Q2   •   Adobe GenStudio Reaches 500,000 Enterprise Users
Est. MMXXV — Independent Digital PressWednesday, 2 September 2026Vol. I — No. 195
MarTech • Startups • LLMs • Digital Strategyterekhindigital.comMorning Edition

Terekhin Digital Media

Rigorous Journalism at the Frontier of Digital Commerce & Machine Intelligence

Wednesday, 2 September 2026Issue No. 195
Venture

AIR Raises $50M to Secure the AI Agent Supply Chain — the SSL Certificate Layer for MCP and Skills

Every MCP server, plugin, and skill an enterprise AI agent uses is an unsigned, unvetted trust extension. AIR vets and blocks them. The Unit 8200 founders are applying offensive security expertise to the attack surface that every AI deployment creates.

AIR raised fifty million dollars across two seed rounds — ten million led by Sequoia Capital, then forty million led by Greenoaks Capital, closed within weeks of each other — to build continuous vetting and blocking infrastructure for the tools that enterprise AI agents use. The platform discovers all AI agents running inside an organisation, audits the MCP servers, plugins, and skills those agents are connected to, and blocks tools that fail security checks. The threat model: attackers can poison content that AI agents consume, or compromise tool packages that agents invoke, creating supply-chain attack surfaces that traditional endpoint security does not cover. AIR flags approximately 27 per cent of available agent add-ons and skills as potentially risky. Founders Yair Saban and Niv Hoffman are Unit 8200 veterans with offensive cybersecurity backgrounds; angels include Wiz co-founder Yinon Costica and Cognition president Zach Frankel. The Sequoia plus Greenoaks double bet on a two-seed sequence is unusual and reflects the speed at which enterprise AI agent deployments are creating demand for the governance layer AIR provides.

AIRAI agent securityMCPSequoiaGreenoakscybersecurityenterprise AIstartup
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