Guillermo Rauch

Security will become a larger and larger function in software companies. Security is verification engineering (eg: “my code is probably memory-safe”), as well as capital allocation (“what surface should I throw most tokens at?”) For startups, it’s a challenge and opportunity. As the world’s paranoia grows given ever-more-sophisticated AI adversaries, how can you trust a 2-person-and-a-dog company? But conversely, given the dire state of global cybersecurity and increasing reliance on centralization, as always, there’re vast areas that small teams can now disrupt that I’m excited to invest in.