AI Security Lessons from RSA—and New Milestones Across Ridgeline’s Portfolio
Network‑layer risks to watch, Harbinger begins EV chassis production, quantum navigation without GPS, and where to find us on the road this spring.
RSA Takeaways: Turning AI Security Gaps into Opportunity
Earlier this month, our team was in San Francisco for the RSA Conference, where one theme outshone the rest: how fast AI is reshaping cybersecurity. While many conference conversations were understandably cautionary, our takeaway is pragmatic: risk is real, but so is the upside for founders who can turn today’s gaps into tomorrow’s platforms.
Three opportunities kept surfacing. First, AI‑driven supply‑chain security. This point was emphasized by Pat Opet, the Global CISO at JP Morgan Chase. His open letter to third-party suppliers was a major discussion starter for the conference and central to the JPMC event during the conference. When one weak supplier can ripple through autonomous systems, tools that harden firmware or map global vendor networks in real time are quickly moving from “nice to have” to “must-have.”
Second, as enterprises knit together thousands of APIs and micro‑agents, managing the surge of agentic interconnections is key. This risk created by agentic systems will require new frameworks for credentialing and access management that focus less on the person and more on the device, which runs the application or services.
Third, is data provenance. Systems that can verify authenticity and improve the traceability, and integrity of data pipelines will underpin the next wave of secure AI deployments.
If you’re building in any of these areas—or see an adjacent risk no one has tackled yet—we want to hear from you. At Ridgeline, we think these three risks are ripe for founders to build products in, and for investors to focus capital.
Portfolio News
Harbinger Motors has moved into full production, delivering more than 100 California‑built electric chassis to customers such as THOR Industries, ETHERO Truck + Energy, and Bruckner’s Truck & Equipment. Alongside its battery‑electric platform, the company unveiled an extended‑range EV (EREV) chassis featuring an 800 V architecture, a range‑extending generator, and up to 500 miles of total range—now open for pre‑orders. To support scale, Harbinger selected Panasonic’s 2170 battery cells, securing a domestic, high‑density supply for both battery‑electric BEV and EREV models across medium‑duty applications from walk‑in vans to emergency vehicles.
Q‑CTRL has demonstrated a commercial quantum advantage in navigation with its new Ironstone Opal system, which guides aircraft and vehicles using quantum sensors rather than GPS. In recent flight trials, Ironstone Opal outperformed leading GPS‑backup solutions by up to 50 ×, providing undetectable, interference‑resilient positioning compact enough for drones, cars, and planes. The technology—already under evaluation by the U.S. DoD, Australian Defence, and UK Royal Navy—relies on Earth’s magnetic “fingerprint” to keep platforms on course when GPS is jammed or spoofed, offering a critical layer of resilience for defense, logistics, and transportation.
Composabl’s AI‑powered platform for orchestrating multi‑agent systems is now available on Microsoft Azure Marketplace, allowing enterprises to deploy intelligent automation using existing Azure commit credits. Industrial teams can build and benchmark no‑code agents to optimize manufacturing, logistics, and equipment calibration—results to date include a chemical plant cutting calibration time from six months to 72 hours, full automation of a glass‑manufacturing process, and logistics operators codifying expert knowledge to reduce downtime.
SatVu has been named to TIME’s 2025 World’s Top Greentech Companies, ranking as one of only two firms in the Data & Analytics category and the sole provider of space‑based thermal data. The company’s HotSat constellation delivers temperature‑driven insights—tracking urban heat islands, industrial heat signatures, and other emissions indicators—to support ESG compliance and climate‑resilient decision‑making for cities and industry.
Eion and Perdue AgriBusiness have announced a first‑of‑its‑kind carbon insetting agreement that brings enhanced rock weathering (ERW) directly into Perdue’s supply chain. By replacing conventional ag‑lime with crushed olivine, participating farmers can neutralize acidic soils while permanently sequestering CO₂, creating new on‑farm revenue and embedding carbon removal into crop production. The partnership establishes a model for scaling ERW across millions of acres in the agricultural sector.
📅 Ridgeline Travel & Events
The Ridgeline team has been active across industry events, connecting with key players and driving impactful conversations. Recently, we attended Vanderbilt Summit on Modern Conflict & Emerging Threats in Nashville, RSA in SF, and Offset Symposium in DC, and spent time connecting with our networks in LA, Palm Springs, and Sacramento.
We look forward to connecting at these upcoming events! If you’ll be attending or are nearby, don’t hesitate to reach out to schedule a meeting.
Key Upcoming Events
Jun 8 – 10 | Rome | LW3 FO Conference
City Visits
Rome: Jun 8 – 10
DC: Jun 16 – 17
If you’re in any of these cities, let us know—we’d love to connect!
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