The Security Thesis is a weekly read at the intersection of venture capital and cybersecurity — and the security of the machines coming next.
I’m Fernando Martins — a former security operator, now an investor backing companies from Seed to Series B with a strong cybersecurity focus.
Each week I write about securing the enterprise and SMB, the economics of the MSP/MSSP channel, securing the machine — the emerging security of AI, robotics, physical AI and quantum — and the thesis itself: deals, rounds, M&A, and an investor’s read on what’s defensible.
Lately the lens has widened. Physical AI is becoming a category in its own right, not only a security problem; dual-use technology is collapsing the wall between commercial and defense; and sovereignty is turning into a hard buying criterion. Security is the sharpest way to read all three.
No hype, no vendor spin — a practitioner-investor’s view of what matters and why. Subscribe for the weekly thesis.
