Gili Raanan
speaker
558 appearances
2 recordings
2 series
first heard Mar 2025
last heard 28 Mar
Gili Raanan’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.
Appearances
Now, it may not be as you'd like it to be, to be, I don't know,
140 cents on the dollar.
Maybe it's going to be, because it's early, it's going to be 65 cents growing into 80 cents on the dollar, but the yield would be decent.
You can see how you can turn it into a profitable business.
And then why would you care that you have another extra $200 million in the bank?
Intellectually, I get it.
I don't have that concern.
I'm not in a business of babysitting founders.
For me, this is like babysitting the founder.
If we trust them to build, in my case, an important cybersecurity company that's critical to all the major banks in the US, and you put in their hands the safety
of our nation's most sensitive information.
And then you tell them, okay, and you can't handle the idea that you have some extra cushion in a bank and you're going to get sloppy and lazy.
Okay, I don't buy into that.
I'm not sure what's the right answer, because I don't think that we have seen enough of healthy, profitable AI businesses to really drive back the important vital signs for a healthy AI company.
Who knows?
I can tell you for sure that the vital signs for a healthy cybersecurity company involves high, healthy gross margins.
So my instincts are that gross margins matter.
Now, are they important?
How much I discuss, how often I discuss gross margins with my early stage companies?
Never.
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