CrowdStrike scoops Onum. Cato and Varonis make AI security buys. Gartner unveils Cool Vendors in Agentic AI TRiSM. Google launches SecOps Labs. Plus Cloud 100, PMM jobs, events, memes, and a $400K tip.

Read the brief: https://open.substack.com/pub/cyberpmm/p/cyber-markets-brief-36

Cyber Markets Brief #36 is live 📰

👉 Read or listen on Substack:

🧭 What’s Inside:

📰 Industry Updates

• CrowdStrike acquires Onum, reports strong Q2’26

• Cato Networks acquires Aim Security

• Varonis buys SlashNext for AI email security

• Gartner: Cool Vendors in Agentic AI TRiSM

• Google launches SecOps Labs

🎧 Content Plugs

• Release vs. Launch process

• Val Tsanev on the “fatal mistake” of cyber websites

• Jason Oakley’s product page formula

• Kieran Flanigan: rise of the “Super IC”

🚀 Startups & Funding

• 17 cyber firms in Forbes Cloud 100

• SOC Jedi.AI drops an AI-generated SOC debate video

😂 Meme Highlight

• Mike Privette nails the state of the industry

🔭 Things Ahead

• Splunk .conf25 (Boston, Sept 7–10)

• CrowdStrike Fal.Con (Vegas, Sept 15–18)

• Gartner SRM Summit (London, Sept 22–24)

• MCP & AI Agent Security Conf (Sep 30)

• ICS Cybersecurity Conf (Atlanta, Oct 28–30)

• Forrester SR Forum (Austin, Nov 3–4)

💼 Cyber PMM Gigs

• Entrust – Director of Solutions Marketing

• Gravwell – Product Marketing Manager

• Datadog- Sr. PMM

💡 Tip

Keith Richman: Narrative > Writing. OpenAI’s $400K comms hires prove it.

READ OR LISTEN TO THE FULL BRIEF

IDC crowns IR leaders. Forrester’s AEGIS frames agentic-AI security. Okta adds Axiom for PAM. Cloudflare ships AI guardrails. Netskope S-1, Seemplicity $50M, VirtueAI MCPGuard. Plus content plugs, events, gigs, and a PMM impact tip.

Cyber Markets Brief #35 is live. Read or listen on Substack.

📰 Industry
• IDC names IR leaders
• Forrester AEGIS lands for agentic-AI security
• Okta to buy Axiom Security for PAM
• Cloudflare rolls out Zero Trust controls for AI
• CyberMarketingCon kicks off

🎧 Content
• Elena Verna on the end of pure managers (Marketing Against the Grain)
• PMM × customer conversations poll by Tamara Grominsky
• ASPM decoded by James Berthoty

🚀 Startups & Funding
• Netskope files S-1
• Seemplicity raises $50M
• VirtueAI launches MCPGuard
• August funding roundup from Dr. Cyber

🔭 Events
.conf25 Boston • Fal.Con Vegas • Gartner S&R London • ICS Cybersecurity Conf • Forrester S&R Austin

💼 Gigs
Cloudflare Sr PMM • Anvilogic Technical PMM • Datadog PMM, Threat Management

💡 PMM Tip
Pick one metric. Define your impact or you’ll keep explaining your job instead of doing it.

Want this sent to your inbox every week? Subscribe at: www.cyberpmm.substack.com

Cyber Markets Brief #34 is Live!

Netskope files S1. SailPoint x Savvy. Nir Zuk retires. WitnessAI firewall. DARPA CCxAI. MIT AI stat. Zscaler logs debate. Tsanev $10M bet. RedMimicry + 1Security raises. Clueso plug. New gigs. Adam Grant tip.

🔗 Read or listen to the full brief: https://open.substack.com/pub/cyberpmm/p/cyber-markets-brief-34

📰 Industry Updates

• Netskope files S1 — another public cyber player enters the market (thanks for the heads up J.D. Padgett, CFA)

• SailPoint to acquire Savvy (SaaS governance boost)

• Nir Zuk retires from PANW after 20 years shaping the industry

• PAN reports results - analysis from Ivana Delevska

• WitnessAI launches AI Firewall

• Rapid7 shifts into a full SecOps platform (analysis from Cole Grolmus)

🎧 Content Plugs

• DARPA’s CCxAI challenge — Resilience Cyber interview with Andrew Carney

• Google’s Agentic SOC vision

• Zscaler log retention debate - post from Steven Swift

• Val Tsanev bets $10M against “security consolidation”

• MIT: 95% of GenAI projects fail to deliver - posts from Priska Burkard & Rock Lambros

🚀 Startups & Funding

• Resonance Security origin story

• 1Security raises from DigitalOcean Ventures

• RedMimicry GmbH closes seven-figure seed round

🔧 Tool Plug

• Clueso (YC W23) → turns screen recordings into polished product videos & docs

🔭 Things Ahead

• Splunk .conf25 | CrowdStrike Fal.Con | Gartner S&R London | ICS Atlanta | Forrester Austin

💼 Gig Alerts

• Okta • Palo Alto Networks • Hack the Box • Skyhigh • Wiz • IANS • more

• Post from Andy Tzortzinis on PMMs actively looking for work. 

💡 Tip

Don’t confuse confidence with competence. - Adam Grant (a.k.a. Reward the person who makes the room smarter--it's not always the chatterbox.)

🔗 Read or listen to the full brief: https://open.substack.com/pub/cyberpmm/p/cyber-markets-brief-34

_______________

Brought to you by Cyber PMM 🐳

🐳 Fight digital chaos. Turn noise into narrative. Do more with less.

Subscribe to the YouTube channel.

Subscribe to the Podcast on Spotify or Apple. 

Follow on X.

🚨 Cyber Markets Brief #33 is live 🚨

🔗 Read the full brief & subscribe: https://open.substack.com/pub/cyberpmm/p/cyber-markets-brief-33

🐳 Top Cyber PMM Update

• 🎙 Interview with Ken Dunham — 35 years in cyber, from early internet threats to U2 spy planes, Predator drones, iDefense, and Optiv’s Threat DNA.

📺 https://youtu.be/ZTveExo5aRE?si=wVzVOMpBGi1C1foS

📰 https://substack.cyberpmm.com/p/s3e7-interview-with-ken-dunham-35

📰 Top Industry Updates

• 📉 Gartner stock takes heat — insiders say fundamentals strong

• 🥵 DEF CON 33 too big? Calls to split East/West

• 🏆 DARPA AIxCC crowns winners, tools going open-source

• 💰 Cisco doubles AI infra order targets

🎧 Top Content Plugs

• 📊 Security budgets slow to +4% YoY (IANS + Artico)

• 💬 SentinelOne CMO LinkedIn “winning” post debate

• 🤖 GPT-5 Prompting Guide for crisp PMM outputs

🚀 Startups & Funding

• 🤝 Accenture to acquire CyberCX (~A$1B)

• 💵 1Kosmos raises $57M Series B

🔧 Tool Plug

• ⌨️ Mac Voice Control Shortcut — tap Control twice, talk, done

🔭 Things Ahead

• 📅 AI Risk Summit — Aug 19–20

• 📅 CrowdStrike Fal.Con — Sep 15–18

• 📅 Gartner SRM Summit — Sep 22–24

• 📅 ICS Cyber Security Conference — Oct 28–30

• 📅 Forrester Security & Risk Forum — Nov 3–4

💼 Gig Alerts — Okta, Wiz, 1Password, KnowBe4, Cytactic

💡 PMM Tip

“Everyone has a plan till they get punched in the face” — Mike Tyson. Listen first. Talk less.

🔗 Read the full brief & subscribe: https://open.substack.com/pub/cyberpmm/p/cyber-markets-brief-33

Cyber PMM Podcast: Ken Dunham on Cybersecurity Leadership & Dark Web Operations

In this gripping episode of the Cyber PMM Podcast, I welcome cybersecurity veteran Ken Dunham, who shares insights from his 35+ years of experience in cybersecurity, incident response, dark web operations, malware research, and strategic transformation.

We dive into Ken's fascinating journey into cybersecurity, starting from a chance encounter with a Macintosh computer to pioneering efforts in threat intelligence. Ken also discusses his work with the U2 spy plane and Predator drone programs, his success with iDefense and Eyesight Partners, and the creation of the Optiv Threat DNA platform.

The conversation covers the importance of storytelling in cybersecurity, the role of faith and dreams in career progression, and practical advice for product marketers and those building new cyber products. Tune in to hear Ken's unique perspective on the evolving cybersecurity landscape and his tips for combating digital chaos.

00:00 Introduction to the Cyber PMM Podcast

00:17 Meet Ken Dunham: Cybersecurity Expert

01:14 Ken's Journey into Cybersecurity

03:12 College Days and Early Tech Fascination

05:21 First Encounters with Viruses and Early Programming

11:56 From Free Antivirus Software to About.com

16:42 Transition to Military Projects and Advanced Tech

22:00 Leadership Lessons and Emotional Intelligence

27:47 The Importance of Communication in Leadership

28:48 Ken's New Book on Cyber CSO Marksmanship

29:43 The Role of CISOs in the Industry

30:15 The Power of Storytelling in Cybersecurity

30:27 Creating a Community for CISOs

32:48 Transitioning to Cybersecurity Full-Time

34:42 The Journey with iDefense and iSight Partners

38:52 The Role at Optiv and Threat DNA

40:02 The Intersection of Biology and Cybersecurity

41:56 Challenges in the Cybersecurity Industry

52:03 Advice for Cybersecurity Product Marketers

54:23 Final Thoughts and Advice for Innovators

58:54 Conclusion and Contact Information

Cyber Markets Brief #32 just dropped. Here’s what’s inside 🧠👇

📰 Top Industry Updates

• Black Hat 2025 takeaways from Roger Grimes

• Gartner stock tanks—AI’s impact on analyst firms

• Richard Stiennon says LLMs aren’t replacing analysts (yet)

• Microsoft debuts Project Ire (autonomous malware agent)

🎧 Content Worth Bookmarking

• OWASP’s Agentic AI Security & Governance v1.0

• Anthropic’s Claude now auto-reviews code for security

• What is a hacker? Ted Harrington explains

🚀 Startup + Market Moves

• SentinelOne acquires Prompt Security (~$250M)

• Xbow becomes first autonomous pentest agent to top HackerOne

• Safe Security ($70M) + Noma Security ($100M) raise big

• AI security backlash heats up

• HACK ETF up 32% YoY

• 20 years of cyber M&A: 200 vendors became 11

🔧 Tool Plug

• OpenAI drops GPT-5 + OSS-120B model

• Cursor integration → fast-track PMM workflows

💼 PMM Jobs

• Cloudflare, Cyera, ReversingLabs, Delinea + more

💡 PMM Tip of the Week

Tech jobs may shrink, but AI freelance is booming.

Prompt engineering roles on Upwork are up 51% QoQ.

The audio version of this brief is AI-generated, using NotebookLM by Google.

This week’s brief includes Gartner’s updated $213B cybersecurity spend forecast, Palo Alto Networks’ bid to acquire CyberArk, IBM’s breach cost trend, GenAI trust issues, and why Peter Drucker wants you to skip that meeting. Plus, top tools, funding news, and Cyber PMM jobs worth chasing.

📩 Subscribe to receive the full brief straight to your inbox → https://cyberpmm.substack.com

🚨 Cyber Markets Brief #30 is live!

This week’s edition is loaded with sharp updates, real talk, and zero fluff.

🧭 What’s Inside:

📰 Top Industry Updates

• MSFT SharePoint exploit flagged as “SolarWinds-level”

• Allie Mellen on data lake strategy shifts

• 307 vendors headed to Black Hat

🎧 Top Content Plugs

• Gartner says: budgets are shrinking

• Wynter’s audit → 6% think their messaging stands out

• Expel CSO on MSSP trends

🚀 Funding & M&A News

• PANW x SentinelOne?

• DDOG x Upwind?

Hot takes from Cole Grolmus 👀

🔧 Tool Plug

🧠 Cursor – if you’ve got a workflow pain, build your own AI tool. Maybe your problem is a product.

💼 Cyber PMM Gigs

• Skyhigh, Microsoft, Elastic, KnowBe4

💡 PMM Tip

Use this AI prompt to simulate analyst feedback before your next messaging pitch. Fast, brutal, helpful.

💨 Fluffy Word to Watch

❌ Agentic. Use it sparingly. Describe the agent’s actual function + user outcome.

📬 Subscribe: https://cyberpmm.substack.com

Thanks for listening to Cyber Markets Brief #29!

This week’s drop hits hard with industry insights, PMM tools, funding news, and a much-needed reminder to pause and reset.

Here’s what’s inside:

📰 Industry Updates
• Gartner 2025 Magic Quadrant for EPP
• CyberArk launches tools to secure AI agents in AWS
• Forescout unveils non-quantum-safe encryption detection

🎧 Content Plug
• Lex Fridman interviews DHH (worth every minute)

🚀 Startup & Funding
• Cybersecurity funding hit $9.4B in H1 2025• Empirical Security emerges from stealth with $12M

🔧 PMM Tool Plug
• Navattic – no-code interactive product demos for GTM teams

🔭 Things Ahead
• Black Hat USA 2025 (Aug 2–7)
• DEF CON 33 (Aug 7–10)

💼 PMM Job Alerts
• HUMAN, SentinelOne, Abnormal AI, CrowdStrike, NETSCOUT

💡 PMM Tip
Step away. It's summer. You need the reset.

💨 Fluffy Phrase to Avoid
❌ “Fluffy” (yes, even this word is getting... fluffy)

👇 Subscribe here if you haven’t yet:
https://cyberpmm.substack.com/

Cyber PMM Brief #28 – The Summer Slowdown Edition ☀️🐳

This week:

• 41 cybersecurity M&A deals shake up the vendor map

• Google, Thales, and OpenText drop fresh threat intel

• Forrester’s new Zero Trust Wave changes the leaderboard

• Black Hat & DEF CON are coming fast—PMMs, get ready

• Plus: the one meeting you should decline this week

Slower pace, same smart signal. Subscribe for weekly drops built for cybersecurity PMMs who want zero fluff, full focus.