Insights
Perspectives on cybersecurity trends, investing, and the forces reshaping the sector.
08 Oct 2026
Don’t Confuse Irresponsible Implementation for an Evil AI Overlord
Why leveraging AI security tools and responsibly implementing agents with real-world systems are key.
29 Sep 2026
Why We Invested in Rig Security
As cybersecurity investors, we have long seen identity as one of the industry’s most constant challenges. It has become the dominant breach vector and remains one of the least unified areas of enterprise defense. Now, as AI agents do more and more work within the enterprise, securing identities has never been more important. AI agents increasingly operate across the enterprise with access to sensitive systems, often using the credentials and permissions of employees or service accounts rather than their own identities. For security teams, that creates a major visibility and control gap that demands a solution.
31 Jul 2026
The U.S. Just Banned Foreign-Made Robots Over Security Fears. 1 Expert Says the Real Risk Runs Much Deeper
The FCC said that foreign-made connected devices can collect data, disrupt infrastructure, or be remotely controlled. But experts say the real risks are a bit more complicated.
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30 Nov 2022
API Secrets: Where the Bearer Model Breaks Down
Modern API authentication relies on a 'bearer model' using static secrets that any machine can present, creating a critical blind spot since organizations lack visibility into which entities are actually using those credentials. With over 6 million secrets leaked in 2021 alone and manual secrets management costing billions annually, the bearer model is increasingly untenable — the industry needs MFA-style authentication for machine-to-machine API communication.
Corsha
17 Oct 2022
Why We Invested in Immersive Labs
Across industries around the globe, CISOs and other security professionals have an incredible responsibility to manage risk, and they face growing pressure to support and prove their organization’s readiness for cyber threats.
Immersive
05 Oct 2022
Why We Invested in Eclypsium
One interesting dimension of the widely acknowledged adage that “software is eating the world” (originally voiced by Marc Andreessen of existing Eclypsium investor Andreessen-Horowitz in 2011) is how this has evolved to a current state of a componentized, interdependent, and continuously shipping...
Eclypsium
25 Jul 2022
Early-Stage Startups Pump Brakes on Growth as Downturn Looms
Facing economic headwinds in 2022, early-stage cybersecurity startups began moderating their aggressive growth spending, extending runways and focusing on unit economics rather than top-line growth at all costs. The shift represents a maturation of the startup ecosystem as investors reassess valuations and founders prioritize path to profitability over hypergrowth in an uncertain funding environment.
20 Jul 2022
Why We Invested in HiddenLayer
Today we proudly announce our seed investment in ML security company HiddenLayer.
HiddenLayer
24 Jun 2022
Cybersecurity looks like a safe haven in private finance
As economic uncertainty and rising interest rates have dampened venture investment across most technology sectors, cybersecurity has emerged as a relative safe haven for private capital, driven by the non-discretionary nature of security spending and persistent threat growth. The article examines why institutional investors continue to fund cybersecurity companies through macro headwinds and which sub-segments of the market are attracting the most capital.
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