1. Industry Structural Changes 2025 mattered for cybersecurity investors because valuations and capital flows changed in visible ways. Not because spending suddenly exploded, but because key parts of the...
2025 Cybersecurity Industry Review
From a cybersecurity perspective, 2025 didn’t follow a single storyline. Several structural changes happened in parallel and reinforced each other: This review is not a list of incidents. The...
The Integrations We Forgot to Govern
What happened Most organizations get hacked the same way people trip at home: not because of something dramatic, but because they overlook something small. I’ve done it myself. A...
The First AI-Orchestrated Espionage Campaign
The Line That Was Crossed Until now, AI “in attacks” mostly meant generating phishing text or code. The past week’s disclosure was different. For the first time, an attacker...
AI Agents Become the New Shadow IT
Shadow IT 2.0 Across many organizations, AI adoption has moved from pilots to quiet, incremental habits. Teams build small agents to automate reporting. Product managers wire LLMs into internal...
ESG Gets a New Letter: C for Cybersecurity
What Changed At the end of October, the European Securities and Markets Authority (ESMA) quietly made a move that may reshape how cybersecurity is valued across markets. In its...
Agentic AI: From AI Tools to AI Actors
What the Signal Is About Most organizations are already familiar with AI as a conversational or assistive tool. Best known is ChatGPT that generates text, code, or insights when...
The F5 Breach Effect: Vendor Trust Repriced
Incident Summary In mid-October, F5 confirmed that a nation-state actor gained long-term access to its internal systems and stole portions of BIG-IP source code along with internal vulnerability research....
Sovereign by Default
Key Takeaways Macro Outlook The regulatory tide has turned into a current.What began as privacy (and political) rhetoric is now shaping business models and revenue forecasts. In one week,...