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Insights

Perspectives on cybersecurity trends, investing, and the forces reshaping the sector.

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1011VC Perspectives
12 May 2026
AI is separating the companies built to scale from the ones built to sell
Startups are scaling faster, attackers are getting smarter, and investors are getting more selective. The cybersecurity industry is in the middle of a reset.
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Builder Insights
Variance
02 Apr 2026
This Startup Catches Fraud at Scale
In this episode of Founder Firesides, YC Managing Partner Jared Friedman talks to Karine Mellata, co-founder of Variance (W23), who is coming out of stealth and announcing their $21 million Series A.
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Variance
1011VC Perspectives
Variance
31 Mar 2026
Why We Invested in Variance
At Ten Eleven Ventures, we specialize in cybersecurity investments, focusing on the intersection of new technologies and their secure deployment. Right now, few areas sit more squarely at that intersection than agentic AI, and we think that risk and trust operations — including fraud investigations, business investigations, enhanced due diligence, know-your-customer workflows, and know-your-business workflows — are becoming among the next most impactful spaces to deploy these powerful capabilities, with a large potential market of over $200Bn between various risk and trust use cases.
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Variance
1011VC Perspectives
27 Mar 2026
Agentic AI talk dominates RSAC
"It's never been more important to understand tech as an investor."
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1011VC Perspectives
IQM
20 Mar 2026
SPACs are back and they’re coming for deep tech
There’s no shortage of VC money flowing into the technology, but to scale, companies are turning to the public markets—and the blank-cheque vehicles that access them.
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IQM
Builder Insights
Geordie
12 Mar 2026
Europe’s Agentic commerce shift: Why AI agents are set to become economic actors
AI-powered agents are poised to transform e-commerce by acting as autonomous purchasing and negotiation intermediaries, fundamentally reshaping how consumers discover, evaluate, and transact with retail banking and financial products. The article examines how financial institutions and retailers must adapt their digital strategies as agentic AI moves from conversational interfaces to executing real economic decisions on behalf of users.
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Geordie
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