Cybersecurity Investment Playbook

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Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:06:52) AI's Impact on Cybersecurity

(00:07:51) Offensive and Defensive Tactics

(00:09:32) The Future of Cybersecurity

(00:15:42) The First Fund: A Legendary Success

(00:17:36) Building a Successful Cybersecurity Company

(00:28:24) The Sunrise Methodology

(00:31:58) Reversing the Startup Process

(00:32:53) The Sunrise Methodology

(00:33:17) Identifying Market Pain Points

(00:34:57) The Importance of Customer Actions

(00:36:58) From Conversations to Software Development

(00:38:57) The Role of Simulations in Startup Success

(00:40:12) Fundraising and Valuation Strategies

(00:42:08) Pricing and Market Dynamics

(00:46:16) The Value of Superpowers in Founders

(00:50:10) Google’s Acquisition of Wiz

(01:07:24) Personal Resilience and Tragedy

(01:10:30) Future of Cybersecurity and AI

(01:12:25) The Kindest Thing Anyone Has Done For Gili