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
The numbers and the probabilities are not working in your favor.
They're working against you.
And it's just getting worse and worse over time.
You can say that.
That would be a legitimate argument and I would accept it with all humbleness.
It would not change the probability facts around this game.
And venture is a game.
We know very little when we get into investments.
If we analyze product ideas and markets, mostly we analyze smoke, because the founders would change their mind in just a few weeks, and it would be a different product, different market, many different things.
So we know so little, and you're right, some of the outcome, definitely in cybersecurity, became very massive, because the pain points in cybersecurity are massive.
This is not an argument why we should invest less in innovation in cybersecurity.
The contrary, we should invest more in innovation in cybersecurity for reasons we can discuss in a minute.
But we should be super realistic as investors and limited partners about the ongoing and lasting impact of entry prices when we invest in innovative technologies and emerging teams.
Overall, I think that the funds that have the tradition, the textbook, the guardrails to make great investments, they would continue to do well.
Would I invest in those funds personally?
Yes.
Again, in a way, we should admit that we are looking at a massive opportunity ahead of us.
So it's not any criticism of the opportunity.
The opportunity is here.
It's real.
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