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In this episode I sit down with Ed Sim, founder and managing partner of Boldstart Ventures, to dig into where AI security, agentic infrastructure, and the venture market are actually heading.Ed has been an inception-stage investor for nearly 30 years and has run Boldstart since 2010, backing hardco…
Does restricting frontier AI in the name of safety actually make us less secure? Joshua Saxe joins me to make the case that it does, and that AI cybersecurity will be won through defender adoption, not restriction.Josh has spent 15 years at the intersection of AI and security. He built and ran the …
What happens to security investing when vulnerability discovery becomes continuous and exploitation windows shrink from weeks to hours? I sit down with Chenxi Wang of Rain Capital to dig into it. Chenxi is the Founder and Managing General Partner at Rain Capital, a venture fund focused on early-sta…
Bugcrowd founder Casey Ellis joins me to dig into what AI is actually doing to bug bounties, vulnerability discovery, and open source security. We get into his "slopdemic" framing, the curl bug bounty saga, VDP readiness, the pentest market correction, and where security research policy h…
Jon Sakoda of Decibel joins me to break down AI's impact on cybersecurity startups, venture funding, and why endpoint is the Super Bowl of cyber. Jon is the Founding Partner at Decibel, an early-stage firm backing technical founders in security and infrastructure. He started his career foundin…
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