Watch our exclusive interview with Steve Leightell, Lead Investor of Georgian.

Georgian has invested in some of the most well-known cybersecurity companies out there - including Armis, Island, Cyera, Chainguard, Sublime Security and others.

We started by exploring one of their biggest differentiators: its #AILab, comprised of more than 30 professionals ranging from PhDs and researchers to full-stack engineers, working directly with portfolio companies to tackle the latest challenges - and opportunities - emerging across #cybersecurity and AI.

From there, we discussed the new security risks introduced by AI tools like #OpenClaw, and the opportunity for a new generation of cyber companies to emerge - potentially becoming the ultimate #ZeroTrust gatekeepers of the AI era.

Today, more than ever, we’re seeing #platformization across the market, with large players acquiring capabilities to build end-to-end security platforms. But does that mean there’s no longer room for highly focused companies solving one specific problem exceptionally well?

We used Sublime Security as a case study, diving into its open architecture approach and how it is rethinking email security for the modern threat landscape.

Finally, we explored Georgian’s “Crawl, Walk, Run” framework - and how they help portfolio companies move from experimentation to scale, when AI begins directly driving net retention and ARR growth.

And guess what’s Steve’s alternate-universe #profession? 🌱🧑‍🌾🚜

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Interviewers: Yossi Garmazi & Amado Vargas IV.

#ai #tech #VC #cyber #agent

Chapters:

00:00 Platformization

00:23: Intro

01:11 Past Operating Lessons

02:16 Georgian AI Lab

04:16 Investing in New Categories: Island

06:07 AI & Cyber

07:11 Agents & Cyber

08:22 Platformization

09:50 Cyera Investment

11:56 Sublime Security Investment

13:20 Georgian "Crawl, Walk, Run" Framework

14:36 Walk to Run

15:33 Vibe Coding

17:14 Cyber Toolkit For Founders

19:31 Mentorship

20:20 Motivation

21:33 Hobbies

22:35 Alternate Universe Profession

How He Picked Armis, Island and Cyera | Georgian Lead Investor | Apex Series

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