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cybersecurity startups

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 24, 2023 by Guy Podjarny · across every show →

Everything said about cybersecurity startups, oldest first

May 24, 2023 negative
Disclosure
Podjarny avoids investing in cybersecurity, preferring product-led companies
“You know, ironically, for instance, I don't invest that much in cyber. And you know, there are exceptions to that statement, but for the most part, I'm more passionate about sort of product led and those types of systems and cyber tends to be sort of more top …”
Guy Podjarny May 24, 2023 ▶ 1:03:07 Guy Podjarney: $7.4B Startup Founder; How to Analyse Market Size; Good vs Great Messaging | E1018 · 20VC with Harry Stebbings
Mar 28, 2026
Assertion Supported
Raanan: Only seven cybersecurity startups became unicorns during 2021 peak
“The only year which was an outlier, which was an exception, was 20, 21. 20, 21, there were like seven companies that turned unicorn, but that changed the mindset of investors.”
Gili Raanan Mar 28, 2026 ▶ 6:40 Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
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