Day: September 22, 2026

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Investcorp-Backed HWG Sababa And Open Innovation AI Sign Strategic Collaboration Agreement

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HWG Sababa, the Italian-headquartered cybersecurity provider with a global footprint and a dedicated Middle East presence through HWG Cyber Security, backed by global investment firm Investcorp, and Open Innovation AI, the UAE-based sovereign AI infrastructure and orchestration company, have signed a strategic collaboration agreement at GISEC Global 2026 in Dubai, the region’s largest cybersecurity event. […]

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The only moat left is the convergence of bits and atoms

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In July, I shipped a video about which moats actually survive in a “post-software” world. The thesis: hardware, network effects, regulatory depth, frontier innovation, brand, owning distribution or owning data is what’s left. Today, I’d like to double click on the hardware moat, how the defensibility moves to physical reality: the atoms. Bits (Software) Asset: Apps, models, […]

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