Insights
Perspectives on cybersecurity trends, investing, and the forces reshaping the sector.
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.
11 Mar 2026
Your AI Agent Doesn’t Think Like You (It’s a Feature, Not a Bug)
Twine Security engineer Dotan Reis explores how AI agents differ fundamentally from human intelligence — they don't emote, are stateless, and are susceptible to prompt injection — and why understanding these differences is key to building reliable agentic systems. The post offers practical design patterns to harness AI's unique strengths while guarding against its predictable failure modes.
11 Mar 2026
Breaking Through With Analysts — How to Win Gartner’s Attention - Dan Lowden CMO BLACKBIRD AI
In this Cyber GTM Talk episode, Blackbird.AI CMO Dan Lowden shares strategies for cutting through the noise and winning attention from influential analysts like Gartner in the crowded cybersecurity market. He offers practical advice for early-stage security companies looking to build analyst credibility and accelerate go-to-market momentum.
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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.
22 Jun 2022
Cyber Funding, Plentiful for Years, Faces a Reckoning
Cybersecurity funding has announced a significant development that strengthens its position in the cybersecurity market. The news reflects Cybersecurity funding's continued momentum and commitment to delivering innovative security solutions to enterprise customers.
02 Jun 2022
Why We Invested In Ordr's Series C
Today we announce our Series C investment in the connected device security company, Ordr. While we’ve believed in the company strongly since our first investment in their Series A, today we are even more confident in their vision, mission, and ultimate success.
Ordr
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