What’s next for cybersecurity, according to Index Ventures’ Shardul Shah
We’re even seeing companies like Instinct and Simile bring in nine-figure checks and valuations that wouldn’t have made sense a few years ago. On this episode of TechCrunch’s Equity podcast, Shah joins Rebecca Bellan to break down why he thinks periodic, human-in-the-loop security can’t keep up anymore, and why Index continues investing in AI-native security companies at stages that once required much more proof. You also can follow Equity on X and Threads, at @EquityPod.
- ▪We’re even seeing companies like Instinct and Simile bring in nine-figure checks and valuations that wouldn’t have made sense a few years ago.
- ▪On this episode of TechCrunch’s Equity podcast, Shah joins Rebecca Bellan to break down why he thinks periodic, human-in-the-loop security can’t keep up anymore, and why Index continues investing in AI-native security companies at stages th
- ▪You also can follow Equity on X and Threads, at @EquityPod.
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| Original publisher | TechCrunch — Security |
| Canonical URL | https://techcrunch.com/podcast/whats-next-for-cybersecurity-according-to-index-ventures-shardul-shah/ |
| Publication time | Wed, 23 Sep 2026 17:40:50 +0000 |
| Retrieval time | 2026-09-23T17:44:30.954Z |
| Last seen | 2026-09-23T17:44:30.954Z |
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Opening excerpt (first ~120 words) tap to expand
What’s next for cybersecurity, according to Index Ventures’ Shardul Shah Theresa Loconsolo , Rebecca Bellan Sep 23, 2026 Listen on Apple Podcasts Listen on Spotify As concern over AI safety and rogue agents continue to make headlines, it’s no surprise that cybersecurity stocks are rising, or that investors are pouring massive amounts of capital into startups trying to build the next generation of security for an AI-native world. We’re even seeing companies like Instinct and Simile bring in nine-figure checks and valuations that wouldn’t have made sense a few years ago.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at TechCrunch — Security.
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