TechWhy Index Ventures’ Shardul Shah thinks the old cybersecurity model is breaking | Equity Podcast

As AI safety and rogue agents draw attention, cybersecurity stocks are rising and investors are pouring capital into startups building security for an AI-native world. Index Ventures partner Shardul Shah has a front-row view, while companies including Instinct and Simile are attracting nine-figure checks and valuations that would have seemed implausible a few years ago.