Cybersecurity Investors Anonymous
Penny EckelI provide cybersecurity research consulting services to institutional investors, and I'm here to teach you what I know about the cybersecurity space. This publication is geared for the investing community, rather than cybersecurity practitioners.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 3 years ago | Last Issue | 2 months ago |
| Active | |||||
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cybersecurityinvestorsanonymous.comLatest Issues
The AI Strategy Divergence in SaaS
In early February, I published an article titled “AI Disruption and the Software Bloodbath” that outlined an evaluation framework I was using to try to determine early winners and losers in the pre-AI era software landscape.
In it, I t...
Anthropic’s Mythos Announcement: The Logic Behind the Magic
I attended the HumanX conference in San Francisco this week with a singular mission: to figure out what is really going on in enterprise AI deployments, and determine how the threat landscape is evolving in this new world.
What became ver...
AI Disruption and the Software Bloodbath
The indiscriminate selling in software has been relentless, but it also presents an opportunity for investors who are willing to dive below the narrative of AI as a software business killer, into the reality of the impact.
Let’s look beyon...
What are the most valuable metrics for Cybersecurity Investors?
A reader asked how cybersecurity investors value business metrics differently from their broader SaaS counterparts, and as an example, how ACV and CAC might mean different things to an investor in a company like $GTLB vs. a cybersecurity co...
Cybersecurity Thoughts - FinThreads
If you are on Threads, feel free to follow me over there @pennyjilleckel. I’m writing this note for the FinThreads community. Please keep in mind that I'm not in the business of calling quarters- in other words, these are intermediate term...
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I work for a firm that provides cybersecurity research to institutional investors, and I'm an investor in the cybersecurity space. I'm here to help you learn about it too.
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