Navigating Cybersecurity Investment Challenges

This chapter examines the intricate dynamics of seed stage investments in the cybersecurity sector, emphasizing the tension between established platform dominance and the potential for innovative disruption. Through historical analysis, it highlights the persistent challenges faced by leading companies like Microsoft and Palo Alto, while underscoring areas ripe for innovation such as email systems and identity access management. The discussion also reflects on the evolving influence of automation and AI in the tech landscape, questioning the effectiveness of current venture capital strategies in fostering true innovation.