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Sequoia, Khosla and Coatue backed a 2025-founded company whose pitch rests on one test: general-purpose models could run end-to-end attacks and failed to defend against the same attacks.
The week of 18–24 July 2026 was read as a physical-AI story, and Atoms' $1.7 billion made that easy. Underneath it, Cathedral, Glow and Neo Security took $360m between them, which says more about where security capital is going than any sector total does.
H1 2026 funding held up. Q2 didn't: $4.4bn, down around 30% on both Q1 and the year before, with round counts falling too. The total survived because eight companies took $100m or more.
Explore the latest cybersecurity threats in 2026 including AI-powered attacks, advanced ransomware, phishing 2.0, and identity-based breaches. Stay ahead with deep research insights.