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AI News3 ways VCs can unlock more value for their portfolio at TechCrunch Disrupt 2026

3 ways VCs can unlock more value for their portfolio at TechCrunch Disrupt 2026

10:11 PM IST · September 9, 2026

3 ways VCs can unlock more value for their portfolio at TechCrunch Disrupt 2026

The best investment opportunities start with knowing where the market is going and who is building a sustainable company positioned to address those shifts. AtTechCrunch Disrupt 2026, you can discover emerging companies, expand your deal flow, connect with founders, sharpen your investment thesis, and get closer to the ideas shaping the next era of technology. All in just three days, from October 13-15 at Moscone West in San Francisco. For a limited time, investorssave 25% on the Investor Pass. Join thousands of founders, investors, operators, and technology leaders coming together to build, fund, and shape what’s next. The AI era is reshaping industries, creating new categories, and changing how companies are built. For investors like you, that means more opportunities — and more competition for the companies that could define what comes next.Disruptis designed to help you cut through the noise and get right to what matters and what can yield returns.Grab your 25% discountbefore rates increase. Here are 3 ways you can unlock more value for your portfolio at Disrupt. Disrupt brings together 10,000+ people from across the startup ecosystem, giving investors a firsthand look at the founders and companies shaping new markets. But the networking starts before you arrive. With anInvestor Pass, you can browse the list of founders attending Disrupt, identify promising investment opportunities, and schedule meetings with the founders you want to meet at the conference. Get a front-row view of some of the world’s most promising startups in theStartup Battlefield 200, an intense startup pitch-off competition. Our expert Startup Battlefield and editorial teams select startups from a pool of thousands of applicants. These startups are eager to meet with investors like you, and you can watch their pitches live onstage throughout Disrupt. And when they’re done, they’re available for you to contact and build a rapport with. There’s a reason more than 1,700 companies have gone through the Startup Battlefield 200 competition, with more than 250 successful exits and more than $32 billion in fundraising.Get a look at this year’s top 200 startups here. The Expo Hall puts even more founders and emerging technologies directly in front of you. You can explore hundreds of startups looking for an investor like you. Or bring your own portfolio companies bygetting them an exhibit table. And the programming can help you spot the signals behind the hype. Hear other investors, founders, and operators unpack questions like whether a startup really has product-market fit, where defensibility exists when AI giants enter your market, and where AI infrastructure is creating new opportunities.Register here for your Investor Pass. The value of Disrupt goes beyond what happens onstage. It’s who you meet in the moments between. Connect with founders and fellow investors in the exclusive Deal Flow CafĂ©, curated 1:1 meetings, investor-founder networking, and AI-powered matchmaking designed to help you find the people most relevant to your goals. Enjoy intentional networking with our AI-powered matchmaking app, which helps you make smarter connections with founders and startups in the industries and stages you’re looking to invest in, so you can spend less time searching and more time building valuable relationships. Plus, investors get the added benefit of exclusive access to a StrictlyVC session, diving deep into the tech and VC landscape, and giving VCs a firsthand look into tomorrow’s ecosystem. Great deal flow isn’t just about finding companies. It’s about knowing the people behind them and hearing candid insight. Connect face-to-face with the leading investors behind some of the tech ecosystem’s most influential portfolios at our investor-only reception.Register here for your Investor Pass. Disrupt doesn’t have to end when you leave Moscone West. DisruptSide Eventsbring together founders, investors, and industry leaders across the city through intimate meetups, panels, workshops, happy hours, and other gatherings. These smaller settings give you more time to build relationships, hear what founders are working on firsthand, and uncover opportunities that may not surface during the main conference. After the event, investors can continue exploring the companies they met through the Disrupt founder list, giving you another opportunity to revisit promising startups, follow up on conversations, and keep potential investments on your radar. Because three days can do more than fill your calendar. They can expand your pipeline, sharpen your thesis, and introduce you to an opportunity you didn’t know you were looking for.Register here for your Investor Pass. Come toTechCrunch Disrupt 2026to discover emerging companies, meet the people building them, and get closer to the markets taking shape around them. Get your Investor Pass with a 25% discount and join 10,000 tech leaders on October 13–15 at San Francisco’s Moscone West.Register hereand make Disrupt part of your investment strategy for what comes next.

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Logitech MX Keypad Launched in India as a Customisable AI Control Centre With LCD Keys: Price, Features

Logitech MX Keypad Launched in India as a Customisable AI Control Centre With LCD Keys: Price, Features

Logitech MX Keypad was launched in India on Wednesday as the tech firm's first customisable AI control centre. The new device will compete directly with Codex Micro from OpenAI, which was unveiled earlier this year in July as a dedicated customisable keyboard for OpenAI Codex. The new Logitech MX Keypad will soon be available for purchase in India via the company's online store in a single colourway. It features nice customisable LCD keys, along with two navigation buttons at the bottom, allowing users to set the keypad according to their daily AI workflows. The company claims that the keypad has been built with recycled plastic.

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Instacart launches an AI grocery shopping assistant called Clementine

Instacart launches an AI grocery shopping assistant called Clementine

Instacart is the latest app to bake a conversational AI assistant into its platform. The company announced on Wednesday that it’s launching a new AI-powered grocery shopping assistant called Clementine that can turn a conversation, grocery list, or recipe into a ready-to-buy cart. With Clementine, users can decide what to make for dinner, simplify grocery shopping, and stay on budget, the company says. For example, users can ask the assistant queries like, “I need a week of budget-friendly kids’ lunches,” “high-protein, easy dinners for two,” or “order my usuals.” It’s worth noting that Instacart isn’t the only delivery app using AI to simplify grocery shopping for users, asUber EatsandDoorDashhave both introduced similar AI assistants that can turn natural-language requests and grocery lists into personalized carts. The launch of the AI assistants indicates that delivery apps no longer just want to be places where people find and buy groceries, but also where they make decisions before a purchase. These platforms are now competing not only on delivery speed and variety, but also on becoming the default planning tool for households when it comes to grocery shopping. Additionally, they’re looking to keep users in their own apps for grocery and meal planning, rather than having them turn to popular AI chatbots like ChatGPT. Instacart says Clementine can generate personalized recipes or surface ones from trusted publishers. It also tailors recommendations to each household’s preferences, including dietary needs such as gluten-free, vegetarian, nut-free, or organic options. The AI assistant will also surface relevant deals and promotions while suggesting lower-cost alternatives. Additionally, users can upload a photo of a handwritten grocery list or a screenshot of a digital one, and Clementine can turn it into a cart. “Every night, millions of families ask the same question: ‘What’s for dinner?’ Not knowing the answer, let alone what to shop for, is one of the most universal human experiences, and a problem Instacart is built to solve,” said Chris Rogers, CEO of Instacart, in an emailed press release. “We’ve spent nearly 15 years learning how families shop and eat, and Clementine puts that knowledge to work.” Clementine is now available in the U.S. and Canada.

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Sequoia doubles down on Cymphony as AI agents create new enterprise security risks

Sequoia doubles down on Cymphony as AI agents create new enterprise security risks

As AI agents gain access to the same sensitive corporate data and systems as human workers while operating at machine speed, enterprises are prone to new security risks. Storied venture firm Sequoia Capital is betting big on that shift, backing startupCymphonyas it emerges with $30 million in funding to help companies keep their growing AI workforce in check. The funding includes a $25 million Series A co-led by Sequoia and SMBC Fin Atlas Beyond Fund, valuing the New York- and Tel Aviv-based startup at more than $100 million after investment. The round follows a previously undisclosed seed investment from Sequoia. AI agents do not necessarily go through the same access and identity controls as employees, but they have access to multiple systems and handle large amounts of corporate data. This makes it hard for enterprises to track who has access to what. Cymphony is trying to address that gap by giving security teams a single view of employees, AI agents, and other non-human identities, including the systems and sensitive data they can access. At the core of its platform, the two-year-old startup has built what it calls a “workforce graph”. This brings together identity, data, and activity signals. “Enterprise security was designed for human employees,” Cymphony co-founder and CEO Shy Dekel (pictured above, center) said in an exclusive interview. “More and more, there start to be independent entities that are practically joining the workforce, but they’re no longer people.” Cymphony says it is already finding those risks inside large companies. At one U.S. public company, the startup said it found about 85,000 files that had become accessible to AI tools and agents. Cymphony stated it helped close the exposure and verified that none of the files had been accessed through those AI systems. In another case, Dekel told TechCrunch that an external collaborator had installed an unsanctioned instance of Anthropic’s Claude that used the collaborator’s existing access to scan thousands of sensitive files. Beyond identifying risks, Cymphony uses AI agents to investigate incidents, prioritize what security teams should address, and automate some remediation, including correcting access permissions. The platform can operate largely automatically, Dekel said, adding that customers can also opt for a managed service that brings Cymphony’s security experts into the loop for more complex cases. Sequoia’s initial bet on Cymphony came before the startup had settled on the problem it wanted to solve. When the venture firm led its seed round more than two years ago, Cymphony had no product or even a clear product direction, Sequoia partner Bogomil Balkansky told TechCrunch. The investment was largely a bet on Dekel and his co-founders, Idan Berkovits (pictured above, right) and Edi Gotlieb (pictured above, left), all three of whom came through Talpiot, the Israeli military’s highly selective technology and leadership program. Sequoia was already familiar with the program through previous cybersecurity investments, including Wiz. “We just saw three amazing young people with the kind of pedigree that we at Sequoia have experienced a lot of success with,” Balkansky said. Nonetheless, Sequoia, Balkansky said, wanted to see more than the founders’ pedigree by the Series A. Cymphony had built a product, signed a double-digit number of enterprise customers, and reached seven figures in annual recurring revenue within its first year of sales, the startup told TechCrunch. Its customers include KKR, Syngenta, Cass Information Systems, and Athennian. Sequoia has also been using Cymphony’s product internally since early in its development, Balkansky said. He noted the quality and range of Cymphony’s customers, and that existing customers are expanding their use of the platform, as among the key reasons the venture firm decided to invest again. Cymphony is entering an increasingly crowded market as cybersecurity companies strive to address risks emerging from the growing use of AI agents. Recent incidents have added to those concerns. In July, OpenAIdisclosedthat agents being tested for cybersecurity capabilities had circumvented safeguards andcompromised systems at AI platform Hugging Face. Late last week, OpenAI-linked agentsmade thousands of edits to a German programming wiki, using parts of the site to communicate and share ways to evade restrictions. Balkansky acknowledged that scores of companies are already positioning themselves around AI and agent security. He said, however, that Cymphony’s approach stands out by treating identity and data security as part of the same problem. That distinction, Dekel and Balkansky both argue, becomes more important as companies deploy more AI agents across their operations. Unlike human employees with relatively stable roles and permissions, agents can take different routes to complete a task, acquire new capabilities, and, in some cases, create other agents, making their access harder to govern with security systems designed around people. “Agents are very different actors,” Balkansky said, arguing that existing identity tools were not designed for agents that can change their behavior and capabilities at runtime. Cymphony is also in a race against established security companies that are expanding their offerings around identity, data, and AI, including Microsoft, Okta, CyberArk, Wiz, and Varonis. Dekel told TechCrunch that Cymphony is already replacing some existing security products at customers. At one enterprise, he said without disclosing specifics, the company helped consolidate two existing tools and eliminated the need to buy a third. However, Balkansky sees Cymphony’s role, at least for now, as more complementary than replacement. “Nobody’s going to get rid of their Okta,” he said, adding that customers are largely adopting Cymphony as an additional layer today. Over time, however, he told TechCrunch that the startup could begin displacing some point solutions, particularly in areas such as data loss prevention. Cymphony has about 30 employees across Tel Aviv and New York. Most of its customers are currently in North America, though Dekel told TechCrunch that the startup is beginning to see demand from enterprises in Europe, the Middle East, and Africa. That said, as Cymphony moves beyond its Series A and expands among large enterprise customers, it now has to prove that AI agent security can become a market of its own rather than a feature offered by larger security platforms. Balkansky believes spending in the area will grow as companies put more AI agents to work. “If companies are not spending money on agent security, I don’t know what else they’ll be spending money on in the next five to 10 years,” he said.

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AI spend per employee slumped at top firms in August — summer doldrums or a warning sign?

AI spend per employee slumped at top firms in August — summer doldrums or a warning sign?

The adoption of AI tools by businesses slowed in August, according to spending data at 70,000 companies collected by the payments company Ramp.The latest surveyshows 56% of Ramp customers paid for AI products in August, rising just 0.4% from the month before. This isn’t the first time Ramp’s metrics have shown adoption slowing down. Last year, the company’s AI index showed little to no growth in adoption between August and October, only to have growth pick up again as the year finished. Still, the extreme pace of the AI buildout means even small slowdowns can be cause for concern. The gobsmacking investment in AI infrastructure by frontier labs and hyperscalers rests on the hope that there isplenty of revenueout there to pay it back. Thus far, usage has grown steeply, particularly as software engineers adopted agentic coding tools — but if that adoption slows down, revenue is likely to slow as well. Ramp’s figures may overstate overall adoption, thanks to the company’s techy clientele: An ongoing US Census Bureausurvey of AI adoptionupdated on August 23 shows just 22% of businesses report using AI. Ramp’s survey isn’t necessarily representative of the market, but it’s one of the few direct spending data sets available and potentially a leading indicator. To be sure, this data is from August, when much of the industry is on vacation. That may explain the doldrums. But there are other warning signs for companies that depend on token spend, per Ramp economist Ara Kharazian. First, a major decline in AI spend per employee in the top 1% of AI-using firms in his sample, falling nearly 10% to $7,205. That may be the vacation-token factor, but it also speaks to falling token costs. As OpenAI and Anthropic have cut prices, average token costs have declined to $0.68 per million tokens, as opposed to the 2026 peak of $1.15 per million tokens in March. The data suggests that the labs have yet to make up for the price cuts with growing volume. And the same incentives have many customers choosing to use older, cheaper models like OpenAI’s ChatGPT 5.6-Terra and Anthropic’s Sonnet instead of the more powerful frontier releases. Employees at frontier labs have said much of the cost of training is recouped in the first weeks of a new model’s release, and slower adoption could threaten that dynamic. Still, for all the talk of open-weight models threatening the frontier labs, only 6.4% of AI-spending businesses used model-serving or inference platforms in August; a share that’s growing steadily but not fast enough to drive the dynamics of broader business adoption. “We are showing that competition between OpenAI and Anthropic is making AI more accessible, and also driving the price down for companies—and not just driving the price down, but driving spend down at the top 1% of companies that previously the market was expecting to drive much of the growth going forward,” Kharazian said. That also helps explain the focus at AI labs onwinning over non-technical usersfor AI co-working tools. This data point — dare we call it a blip? — could be a bad sign if you’re a model-builder or a hyperscaler with a couple hundred billion of chips on order. But, Kharazian notes, “it depends on who you are in the market. If your company is using AI, it’s great.”

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