PERSON DIRECTORY
Gili Raanan
Gili Raanan appears in 3 indexed conversations across 20VC, Invest Like the Best, Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan
Gili Raanan argues venture returns are structurally concentrated, while cybersecurity seed math has worsened to roughly one or two hits per 150 teams as entry prices reach 100x–150x ARR.His operating bar remains extreme growth—4x, 4x, 3x, 3x new ARR—while gross margins can wait until 2029; monitor whether inflated pricing, AI economics, and private-market secondaries reshape outcomes.
Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever
Wiz’s $32B deal remains pending after European approval Monday, while its biggest revenue quarter supports Raanan’s view that “we probably sold low.”Concentrating pain, authority, user, and budget with the CISO compressed sales to 45 minutes and produced $1M, $2M, $8M, and $24M across four quarters.Raanan warns AI could bring cybersecurity’s darkest period in the next 10 years, with self-aware agents and mega-agents challenging human defense.
Gili Raanan - Cybersecurity Investment Playbook - [Invest Like the Best, EP416]
Patrick O'ShaughnessyGili Raanan
AI is turning cybersecurity into machine-speed conflict as offensive capabilities spread from states to criminals, forcing vendors such as Wiz, Cyera, and Island to become AI-first.Cyberstarts’ results—Raanan says more than $25 billion of portfolio value from a $50 million first fund—support its adversity-led, pain-before-code model, while autonomous attacks remain the risk to monitor.