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Daily cybersecurity VC, M&A, and Evolution Equity portfolio updates
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The Conti ransomware gang leak underscores ongoing vulnerabilities in the cryptocurrency sector, with prediction markets pricing an 82% likelihood that total crypto hack value exceeds $1.2 billion in 2026.
C3PAOs are already capacity-constrained, with one firm limited to roughly 250 Level 2 assessments per year against an expected 118,000 organizations...
AI is collapsing attack timelines from months to hours, with Anthropic’s Mythos discovering thousands of zero-days and CrowdStrike reporting eCrime...
Barracuda's acquisition of Evo Security expands its BarracudaONE platform with AI-ready IAM capabilities purpose-built for MSPs, unifying PAM, access...
Anthropic's framework urges Congress to mandate independent safety testing for models exceeding 10²⁵ FLOPs at firms above $500M revenue or $1B R&D...
Global phishing simulation services are forecast to expand from USD 3.416 billion in 2025 to USD 5.825 billion by 2034, a CAGR of 8.1%, offering a...
Does Palo Alto Networks' strong growth justify its premium valuation amid AI disruption fears?
Palo Alto Networks is extending its reach in vulnerability management by integrating Virtual Patching with IBM and Red Hat’s Project Lightwell,...
AI is flattening the skill barrier for attackers while erasing the traditional patch-to-exploit window.
Federal initiatives to build the cyber workforce of the future target faster acquisition cycles, with CWIC designed to put technology directly into operators' hands. This underscores rising government demand for cybersecurity solutions and talent.
The AI security market is consolidating fast as startups and incumbents pile in.
Supply chain security market projected to reach USD 5.14 billion by 2030 from USD 2.52 billion in 2024 at 12.6% CAGR.
Accenture's $4.18 billion deal for majority stake in Dragos plus full acquisitions of runZero and NetRise marks one of its largest cybersecurity moves, driven by rising threats to factories, power grids, and critical infrastructure.
Cyber incidents during active M&A deals poison data rooms and trigger disclosure obligations, creating material risks for dealmakers that do not pause operations.
Databricks' acquisition of Panther accelerates the shift from legacy SIEM to AI-powered security lakehouses, highlighting consolidation in security...
