Introducing The Security Thesis

Venture capital, cybersecurity, and the security of the machines coming next.

I am an entrepreneur first. I’ve spent my career on both sides of the security table first as an operator, now as an investor. The Security Thesis is where I write down what I’m seeing. I am passionate about cybersecurity but also looking at physical AI, robotics and space and defense.

Here’s the bet. Security is no longer one market. It’s fracturing into layers that each move at their own speed and the founders and investors who read those layers clearly will win. I’ll write about them.

F.