

Hamza Fodderwala: The future of cybersecurity — 2024 retrospective, 2025 predictions and what founders need to know
Dec 29, 2024
Hamza Fodderwala, Executive Director at Morgan Stanley, specializes in cybersecurity equity coverage. He discusses major buying patterns for 2024 and trends for 2025, underscoring the impact of Generative AI on security solutions. The conversation covers the booming M&A landscape, with over $50B in deal volume, and highlights key private companies poised for IPOs. Hamza offers valuable advice for founders on disrupting markets, navigating venture funding, and building resilience in an evolving cybersecurity industry.
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Transcript
Episode notes
Vendor Consolidation
- Enterprises are consolidating cybersecurity vendors to reduce complexity.
- They favor platforms with multiple products over point solutions, impacting valuations.
AI in Security
- Initial generative AI focus was security operations automation, like next-gen SIEM.
- Now, securing AI models and preventing data leakage are gaining importance.
Engage Resellers Early
- Engage channel partners (resellers, MSSPs) early, especially if your product fills a market gap.
- Partners provide last-mile sales and operational support, crucial for cybersecurity startups.