Explaining why we need more, and not fewer startups and VCs in cybersecurity, why we will lose the battle against the adversary if we don't embrace innovation, and what we must change to evolve
Great article. I've been doing cyber security corp dev and have been involved in the cyber security industry for almost 2 decades..and I've always heard folks say this is the year the market consolidates. It's almost always in January! :-) I'm currently at Structural Capital and focus on writing $20 million to $50 million venture debt checks. Curious how you view the venture debt side of the market.
Thanks Atul! Someone smart once said that there are only three ways to make in money in business, bundling, unbundling, and writing about bundling and unbundling haha Definitely, I see consolidation is a state of any market - and the one that doesn't always lead to there being 2-3 leaders.
Would love to connect & chat about the industry sometime. I don't think I have an in-depth view of the venture debt side of the market - just thoughts and opinions, nothing solid. Would love to get your take.
Excellent article again Ross! Great points and incredible depth!
Great article. I've been doing cyber security corp dev and have been involved in the cyber security industry for almost 2 decades..and I've always heard folks say this is the year the market consolidates. It's almost always in January! :-) I'm currently at Structural Capital and focus on writing $20 million to $50 million venture debt checks. Curious how you view the venture debt side of the market.
Thanks Atul! Someone smart once said that there are only three ways to make in money in business, bundling, unbundling, and writing about bundling and unbundling haha Definitely, I see consolidation is a state of any market - and the one that doesn't always lead to there being 2-3 leaders.
Would love to connect & chat about the industry sometime. I don't think I have an in-depth view of the venture debt side of the market - just thoughts and opinions, nothing solid. Would love to get your take.
Quite an insightful and indepth piece, Ross.