Cyberstarts founder Gilly Raanan explains why he avoids evaluating technology or business ideas when making seed investments.
Opinion
Raanan: Israel possesses greater tech talent density than Silicon Valley
“You cannot get that density of talent anywhere else in the world. Definitely not in Silicon Valley, which spans over you know, significantly bigger geographical area.”
Prediction Open · timeframe Mar 2032
Raanan: An Israeli cybersecurity startup will reach a $50B valuation by 2032
“I'm pretty sure that in, in, in six years, maybe less, we'll see a fifty billion dollar and a hundred billion dollar cyber security company out of Israel. You know. I take it like take it like a fact, like, you know, the sun was, would rise tomorrow. You know,…”
Insight
Raanan: Cybersecurity must eliminate human operators to survive autonomous AI attacks
“The most important challenge for us as cyber security industry is to eliminate the men in the middle.
Making defenses completely run by self-aware, sophisticated mega agents.
And until we get to that point where we completely eliminate the men in the middle we…”
Insight
Raanan: True company importance is measured by practitioner dependence, not ARR
“An important company is not necessarily measured by revenues or ARR or valuation. It's about, it's measured by how much the market, how much practitioners depend on you. Do they consider you as a vendor, one of their trusted partners? And there are many compan…”
Prediction Not checkable as stated
Raanan: The cybersecurity industry will face its darkest period this coming decade
“I hope I'm wrong, but I think I'm, we are going to face the darkest, darkest period in cyber security in the next.
10 years.”
Prediction Not checkable as stated
Raanan: Future cyber warfare will be fought entirely by autonomous AI agents
“In 20 years, or 10 years,
I don't know.
But it's not tomorrow.
we are going to see threat actors who are programs, very, very smart, sophisticated, maybe self-aware, and we'll talk about self-awareness in a second threat actors, and the defenders would be, yo…”