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 months

Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts · 28 Mar 2026 podcast

Amazing founders, Mike Fay is the CEO, Dan Amiga is the CTO, and the company is basically selling browsers.

And their idea is enterprise browser.

Now, believe me, in 2019, the number of customers, number of CISOs, number of chief information security officers that told us that they need an enterprise browser equals the number of CIOs or users that told the market in 2006 that they need an iPhone.

It's a market that doesn't exist.

And still, the company is growing super fast.

It's a $5 billion company today in valuation, growing very, very fast in a market that actually they define the market, and the market is growing.

I can't talk about the specific customers they have, but they have tons of financial services and Fortune 100 customers.

Think about a bank that's using an island browser instead of Google or Microsoft browsers.

Unbelievable, because you're essentially competing with free, which is a tough competition.

The conclusion, again, in my mind, is that we are exercising the science of exceptions.

It's good that we share those lessons, but if you just take those lessons and apply them linearly, I think that it would be very hard for you.

Why?

Because it takes a lot of money to really build those companies.

And if we don't need the cash this year, we need it next year.

So I'm not worried about that.

The contrary example of engineering growth, if you are taking good money and your magic number is horrible,

And for every dollar you spent on sales and marketing, you generate 10 cents in new ARR, you're in a horrible business.

And yes, you can take that money, throw it, and your efficacy, your yield is so low that you would not be able to sustain it.

But if you've built...

a product that fits what the market needs, product market fit, you've got a team, a go-to marketing that executes in a decent way, decent plus way, your yield would be significantly higher.

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