The State of Venture Capital in Cybersecurity
summary
Panel presents concrete data and bets: 2022 shows 64% drop in Israeli funding to $3B, 13 deals over $1B and $119.8B total M&A with $18.5B financing and 1,037 financings; seed funding rises to $384M while Series C+ falls ~80%. Active plays are AI security and model robustness (Auto‑GPT risks and poisoning), cloud defense‑in‑depth (DevOps hardening, detection/response), OT/industrial protection (Claroty+Medigate traction), and identity. Predicts heavy M&A as public titans buy growth; several portfolio companies named (Spera, Ox, Gem, Dig Security).
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chapters (9)
- 0:00Introduction of the panel
- 2:02Panelist introductions
- 8:41Cybersecurity market analysis
- 12:21Investment landscape updates
- 18:55Geopolitics and security
- 24:06Emerging technology trends
- 29:48The evolving CISO role
- 36:46Future opportunities and scale
- 40:31Audience Q&A
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