. RSA conference In San Francisco, it has passed and disappeared, and the predominant feeling of Venture Capital investors is optimism as talking about creating transactions, the IPO market and in fact AI dominated the week.
Venture Capitalists by nature are optimists-TRYBA to be optimistic (among others) to speculate tens of millions of dollars in five or six 20-year-olds who think they will do something Microsoft jargon.
This optimism was fully displayed this 12 months RSA conference In San Francisco-on the collection of cyber security modified the city back to their days before, and 1000’s of individuals walk along the streets of Soma and packing bars and restaurants.
Hope and good vibrations with VC were almost as abundant as drinks. Offers akin to A large wedding value $ 32 billion Security Security Security Wizard AND Google parent Alphabet and a cyberlist giant Palo Alto Networks“Moving to the start of the program meant that their dreams of actual DPI-distributed to paid capital or capital paid” LPS after exits by the portfolio corporations of those funds-they are in a position to fulfill this 12 months.
The numbers somewhat confirm this concept. Third until a 12 months, 32 were purchased by VC cybercriminals. They include a cybernetic company Vulcan Cyber AND Oostowhich identifies real -time threats.
This puts it just below last 12 months’s pace, at which 105 cyber criminals were scored – the best 12 months from 2021. MasterCard agreed to the purchase of an intelligence company for threats Recorded future With Insight partners Down $ 2.65 billion.
However, while the numbers paint an improving image, some world events, akin to war, tariffs and the upcoming threat of recession in comparison with a more uncertain future. However, most investors have left such fears, while recognizing their existence.
“Listen, we are by nature optimists,” he said Dave ZilbermanGeneral partner in Norwest Venture Partners Investing in Cyber. “But of course in the case of tariffs, international relations there is instability.”
David PalmerGeneral partner in Ten eleven projectsThe multi -stage global company Venture Capital dedicated to cyber criminals said that she also sees the starting market – with more unrelated connections coming about what is happening.
In addition, while the IPO market is still a bit frozen, Palmer said that his company is still preparing corporations when the pipeline is turned on – assuming that this is happening.
Almost all investors agree that the markets didn’t increase in the way many hoped that at the end of last 12 months. Despite this, many consider that the cyber security market and generally the enterprise market are healthy, looking at each funds and funding M&A transaction.
“The conflict and dispute will always exist at the geopolitical level,” he said Alberto Yépezco -founder and managing director in Forgepoint Capitalwhich specializes in investments in cyber security and infrastructure. “But at the moment people are ready to invest and offers are happening. I do not believe that this will change because I hope that we will see greater stability.”
Other things that caught our ear and eyesight:
- Just like last 12 months, AI was a key point of conversation at the conference. However, investors were conflicted when it involves “security of artificial intelligence” and “AI for security”. According to the latter, some investors see agents of artificial intelligence in places akin to security centers significantly help in repetitive tasks. Others perceive this as a technology that may easily be created, and identity and fraud are the predominant cases of use.
- On the other hand, the security of AI seems to have a huge runway in areas akin to health and weapons of information, but the startups are few, and those who are still young in space. “The security of artificial intelligence is much more at the embryonic stage,” said Zilberman.
- Another interesting note was the IPO market. Investors continued to openly talked about some of their portfolio corporations, which are public – but not this 12 months. This hope that this will probably be the 12 months in which the IPO pipeline will probably be opened again seems almost injured. VC are aware and still think that it is possible to make it possible to go out to the cream of your portfolio – simply not in the near future.