Cyber Security's Secret Economics
“If you get to 100 million and like ARR, you're like your second life, you know? It's sticky. People stay on there for 20 years.”
Transcript
invest in? 50 million, because that's a good question. I was going to say space tech, but I'd want a bigger than a 50 million fund for that. Probably, like, cyber security. I don't invest in cyber security. I don't really understand it.
I wish I did, because that sector has, like, the greatest e-brought and revenue multiples of any category. My God, like, those companies, if you get to 100 million and, like, ARR, you're, like, your second life, you know? It's sticky. People stay on there for
20 years. Like, if you catch one of those, like, pain waves and cyber security, you're, you're riding a good wave. You are riding a good way, versus other sectors that I invest in,