EPISODE · Jun 9, 2026 · 9 MIN
80% say cyber is the AI barrier, so why aren't more VCs pricing it?
from Metagame
80% of enterprises now cite cybersecurity as the #1 barrier to AI strategy—up from 68% a year ago—and Q1 2026 cyber funding proved the point: Cloaked $375M, Tenex.AI $250M, Upwind Security $250M. When the barrier becomes the bottleneck, the companies solving it earn pricing power and multi-hundred-million rounds. Are you positioned in the cyber-AI overlap, or watching capital flow to the firms that are?
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80% say cyber is the AI barrier, so why aren't more VCs pricing it?
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This episode is 9 minutes long.
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This episode was published on June 9, 2026.
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80% of enterprises now cite cybersecurity as the #1 barrier to AI strategy—up from 68% a year ago—and Q1 2026 cyber funding proved the point: Cloaked $375M, Tenex.AI $250M, Upwind Security $250M. When the barrier becomes the bottleneck, the...
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