The SIEM Maturity Framework Workbook (v1.0): A Practical Scoring Tool for Security Analytics Platforms
Over the last few weeks I published a post on the architectural and operational gaps that created the new wave of SIEM and AI SOC vendors. A bunch of people asked the same follow-up question: “Ok, but how do I evaluate vendors consistently without falling back into feature checklists and ... Read More
The Gaps That Created the New Wave of SIEM and AI SOC Vendors
I have been talking to a few AI SOC and new SIEM market entrants over the past few weeks. I have voiced some opinions in previous posts but have now started to capture a list of features that I believe represent the openings existing SIEM players have created in the ... Read More
How AI Impacts the Cyber Market and The Future of SIEM
Security has always moved in waves. Not because we suddenly get smarter, but because we learn from past mistakes, identify gaps, hit limits, need to protect new technologies, and then go and do our best to solve those new security challenges with the technologies at hand. The era of AI ... Read More
Why Venture Capital Is Betting Against Traditional SIEMs
And why most of the arguments do not hold up under scrutiny Over the past 18 to 24 months, venture capital has flowed into a fresh wave of SIEM challengers including Vega (which raised $65M in seed and Series A at a ~$400M valuation), Perpetual Systems, RunReveal, Iceguard, Sekoia, Cybersift, ... Read More
What It Really Takes To Build A Good MSSP
Everyone is suddenly looking at MSP and MSSP rollups. Investors, strategics, even VCs. The logic is obvious. Fragmented market, recurring revenue, sticky customer relationships. But the reality is that only a small subset of providers actually operate at a level worth scaling. The difference between an average MSSP and a ... Read More
The Trojan Horse We Let Into the SIEM Kingdom
Every few years in security, a category shows up that makes you think: “This market should have never existed.” The “security data pipeline / data fabric / routing” universe is exactly that. Impressive companies in the space, smart founders, great execution and (thank you Observo!) great exists already. But the ... Read More
Security Is Fragmenting and Converging at the Same Time — Insights from the Field
Over the past weeks, I’ve had a series of conversations across the cybersecurity ecosystem. Founders in early-stage security startups, VC firms exploring new segments, PE groups accelerating roll-ups, MSP leaders navigating change, and friends pushing the boundaries of what AI can do. Individually, each conversation was fascinating. Taken together, they ... Read More
On Stage in Oslo: A Conversation on Cybersecurity, Innovation, and Global Markets
At the Summa Equity Annual Investor Meeting in Oslo, I had the privilege of joining Jacob Frandsen on stage for a conversation about the state of cybersecurity and the broader forces shaping technology companies today. The dialogue revolved around four big questions. Each one central to how investors, founders, and ... Read More
Reflections from the Summa Equity Annual Investor Meeting at the Oslo Opera
I had the pleasure to attend the Summa Equity Annual Investor meeting today in Oslo. It was inspiring to hear about companies in the Summa portfolio that are making a real difference. Taking a step back from day-to-day cybersecurity and business conversations, it’s refreshing to dive into themes that truly ... Read More
Go-to-Market Strategies for Small Security Companies
Bringing a new product to market is hard—especially for small companies with limited sales resources. While large players can rely on global sales teams, most startups and scale-ups need to be smarter in how they approach their go-to-market (GTM) and route-to-market (RTM) strategies. Recently, I walked through a set of ... Read More
