Prediction certainty 3/5 debate potential 3/5

Harris: Cybersecurity investments will lose more money than they make

Jon Harris · Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271) · Sep 19, 2022 · at 34:36

John Harris discusses national security and defense tech themes with Ted Seides and allocators on Capital Allocators.

0:00 / 0:12exact quote · 12.6s
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“There's a lot of money going into cyber. I think cyber is going to be very difficult. I think a lot more money will be lost than made because you always have to ask yourself the question, what's stopping Microsoft from coming in and walking over XYZ company.”

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