How He Picked Armis, Island and Cyera | Georgian Lead Investor | Apex Series
Watch our exclusive interview with Steve Leightell [https://www.linkedin.com/company/102144486/admin/page-posts/published/#], Lead Investor of Georgian [https://www.linkedin.com/company/102144486/admin/page-posts/published/#].
Georgian [https://www.linkedin.com/company/102144486/admin/page-posts/published/#] has invested in some of the most well-known cybersecurity companies out there - including Armis [https://www.linkedin.com/company/102144486/admin/page-posts/published/#], Island [https://www.linkedin.com/company/102144486/admin/page-posts/published/#], Cyera [https://www.linkedin.com/company/102144486/admin/page-posts/published/#], Chainguard [https://www.linkedin.com/company/102144486/admin/page-posts/published/#], Sublime Security [https://www.linkedin.com/company/102144486/admin/page-posts/published/#] 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 [https://www.linkedin.com/company/102144486/admin/page-posts/published/#] 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 [https://www.linkedin.com/company/102144486/admin/page-posts/published/#]’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 [https://www.linkedin.com/company/102144486/admin/page-posts/published/#]’s alternate-universe #profession? 🌱🧑🌾🚜
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Interviewers: Yossi Garmazi [https://www.linkedin.com/company/102144486/admin/page-posts/published/#] & Amado Vargas IV [https://www.linkedin.com/company/102144486/admin/page-posts/published/#].
#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