3 weeks ago
35
10:44 AM PDT · September 23, 2026
31 min
As interest implicit AI information and rogue agents proceed to marque headlines, it’s nary astonishment that cybersecurity stocks are rising, oregon that investors are pouring monolithic amounts of superior into startups trying to physique the adjacent procreation of information for an AI-native world. We’re even seeing companies like Instinct and Simile bring successful nine-figure checks and valuations that wouldn’t have made consciousness a fewer years ago.
With a beforehand enactment spot to it each is Shardul Shah, a spouse astatine Index Ventures who’s spent nearly two decades investing successful cybersecurity and endeavor bundle — including six consecutive rounds successful unreality information startup Wiz, which Google acquired for $32 billion earlier this year in 1 of its largest acquisitions ever.
On this occurrence of TechCrunch’s Equity podcast, Shah joins Rebecca Bellan to interruption down wherefore helium thinks periodic, human-in-the-loop information can’t support up anymore, and wherefore Index continues investing successful AI-native information companies astatine stages that erstwhile required overmuch much proof.
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and each the casts. You also can follow Equity on X and Threads, astatine @EquityPod.
Theresa Loconsolo is an audio shaper astatine TechCrunch focusing connected Equity, the network’s flagship podcast. Before joining TechCrunch successful 2022, she was 1 of 2 producers astatine a four-station conglomerate wherever she wrote, recorded, voiced and edited content, and engineered unrecorded performances and interviews from guests similar lovelytheband. Theresa is based successful New Jersey and holds a bachelors grade successful Communication from Monmouth University.
You tin interaction oregon verify outreach from Theresa by emailing theresa.loconsolo@techcrunch.com.
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