Archive - Venture in Security

20 years of cybersecurity consolidation: how 200 companies became 11

The most comprehensive illustration ever made of how our industry has consolidated over the past 20 years, showing how 200 companies turned into just…

Aug 5 •

July 2025

Cyber favors seconds: second movers, second-time founders, and second opinions

In cyber, the firsts rarely win big

Jul 29 •

In security, not every industry problem is a business problem

Looking at the difference between industry problems and business problems and what this means for cybersecurity founders

Jul 22 •

Cybersecurity is changing how financial markets work but not in the way people think

Looking at how VCs, PE firms, and acquirers are rethinking cybersecurity and what this means for the future of our industry

Jul 16 •

You don’t start a platform, you earn the right to become one

Together with Shashwat Sehgal, we are looking at four stages of building a platform and what this means for founders and investors

Jul 10 •

and

Shashwat Sehgal

10 immutable laws of security, 25 years later

Looking at "10 Immutable Laws of Security", which celebrated its 25th Year Anniversary a few weeks ago, and sharing some thoughts about the relevance of…

Jul 8 •

AppSec/ProdSec's reality gap: why theory doesn't match practice

A deep dive into the the problems in application and product security - a guest article from Nielet D'Mello

Jul 1 •

and

June 2025

Competing with layer zero in cybersecurity

Exploring the idea of a “layer zero” - why it matters, what makes it powerful, and how security startups can strategically position themselves around…

Jun 24 •

Owning the control point in cybersecurity

Exploring the idea of a “control point” - why it matters, what makes it powerful, and how security startups can strategically position themselves around…

Jun 17 •

Security is not the department of “No”; it’s the department that gets told “No”

Explaining why security is not, in fact, a department of “No” (never has been, and never will be), what it is instead, and what the future is likely to…

Jun 3 •

May 2025

IKEA effect in cybersecurity or why we love the things we build

How the IKEA effect shapes the success, failure, and adoption of cybersecurity products

May 20 •

A perfect cybersecurity startup idea

Discussing a variety of dimensions that would constitute an “ideal” cybersecurity startup idea

May 6 •

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