Howdy, y’all, and welcome to The Cyber Ranch Podcast! Our guest is Thomas Krane, Managing Director at Insight Partners. If you go to Thomas’ LinkedIn page, you will also see that he works with a number of cybersecurity scaleups (we'll define that term). As such, Thomas is uniquely qualified to speak to some trends in the industry. Drew asked Thomas to join us here at the ‘Ranch to discuss quite a few facets of the industry. Thomas, thank you for coming on down to the ‘Ranch!
We see consolidation and platform creation, but also continued development and evolution of point products. Are we better to view cyber as a single market or is this a combination of several related but distinct markets?It looks like money is flowing into startups again, is that so? If so, what factors are driving the renewed interest in cyber products? And what is the difference between a startup and a scaleupIs VC money leading the development of new solutions or is it in a phase of fast following?Aside from AI, what types of solutions are heating up and where is it seeing more stable maturity? Any areas that have fallen off the map?Speaking of AI, are you seeing predominately new solutions or reframing of existing solutions to fit the new challenges that AI poses?Two ends of a spectrum, security using AI and securing AI. Which is most interesting? Which is more likely to produce a big breakthrough? Which is a more solvable problem?