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A few thoughts about how AI agents are fundamentally changing SIEM and adjacent markets, and what this means for the future
First reported Apr 14, 2026 17:40 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordBasically, what the title says.
First reported May 19, 2026 17:04 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordA guest post from Alex Chantavy about participating in Y Combinator as a security company.
First reported Jun 18, 2026 14:40 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordAnd they have never been on a podcast
First reported Jun 23, 2026 15:20 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordThe way security products are bought has changed, but many people missed it
First reported Apr 21, 2026 15:50 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordThere are always exceptions but most security teams should generally speaking not build anything else except this one kind of product
First reported Mar 10, 2026 14:33 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordAI spells the end of security by obscurity
First reported Aug 25, 2026 23:44 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordA few questions I think about when I evaluate if a company or a market category is going to stick around.
First reported Jun 02, 2026 15:10 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordIn security or otherwise, trends are temporary. Stick to fundamentals.
First reported May 12, 2026 16:25 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordThe dust is settling, and CISOs are refocusing on what actually matters to their organizations, not just what marketers want them to care about (no offense to my marketing friends!)
First reported Mar 31, 2026 23:22 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordAnd also, there has never been a billion-dollar security company built based on Gartner’s insight alone
First reported Mar 24, 2026 14:52 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordIn cyber, not everything is what it seems
First reported Jul 28, 2026 18:57 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordThis also means that there are plenty of B2B companies that could be potential acquirers of security startups
First reported Mar 17, 2026 14:35 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordEvery major cyber company was built on conviction, not consensus
First reported Jul 14, 2026 22:24 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordOur view of cybersecurity is defined by our backgrounds, and that perspective is usually very limiting
First reported Apr 07, 2026 21:09 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordPeople who understand the power of AI are paying attention to the wrong things, and those skeptical about what AI will do for cyber are behind on what’s already possible
First reported Oct 07, 2026 15:10 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordI had to step away from Venture in Security for ~2 months. I am back with some big announcements about the future of this blog.
First reported Oct 04, 2026 20:26 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordDiscussing the convergence of infra and security and what this means for CISOs, founders, and the industry as a whole
First reported Apr 28, 2026 18:09 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordSharing some thoughts about Israeli and non-Israeli security startups
First reported Jun 10, 2026 15:03 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordA set of generalist frameworks (mental models, principles, or whatever you want to call them) that 100% apply to cyber.
First reported Jun 16, 2026 19:12 UTCCatalog metadata updated Oct 08, 2026 03:54 UTCOpen evidence recordA filename, label, or report mention alone does not establish maliciousness. Observation dates describe cited sources; collection dates describe this local metadata catalog. No malware samples are stored, fetched, or executed by these pages.