Secure Ventures with Kyle McNulty

Gianni Cuozzo is founder and CEO at Exein. Exein is an OT and IoT security company providing enhanced endpoint monitoring, and the company has really hit its stride in the last couple of years having raised 100M euros in late 2025. As Gianni talks about in the episode, it’s been a long journey. He started his career in the intelligence community like some of the other OT security greats like the founders of Dragos, Claroty, and Armis. But when he started Exein in 2018, the market was not yet ready for his product. He knew that the adoption of new generation, more capable OT devices would present new security tooling opportunities, and he was willing to be patient for that moment. In the episode we discuss OT security dynamics, market timing, positioning as deep tech vs cyber, and more.

Project Discovery is an autonomous software testing platform with a focus on remediation rather than purely vulnerability identification. Before starting Project Discovery in 2021, Rishi worked as a security engineer for almost a decade, if you include the two years while he was still in high school where he was bringing in $50,000 a year from bug bounties. In the episode we discuss how Project Discovery emerged from an open-source labor of love, the wave of AI capabilities in software analysis, the future of bug bounties and penetration testing, the limitations of existing AI models (Mythos included), and more.

https://projectdiscovery.io/

If you have any sort of connection to former congressman Barney Frank, please reach out to Graham!

Graham Neray is CEO of Oso. Oso provides authorization, governance, and security for AI agents to help customers confidently control their agent footprint. The company was founded in 2019 for authorization-as-a-service more generally, and they have since found traction using their technology to secure AI adoption. The team has raised from some of the top investors in the world including Sequoia, Felicis, and Harpoon. Before Oso, Graham was at MongoDB where he started in product marketing before taking over as Chief of Staff in 2016. Over 7 years he helped the company grow revenue 250x and headcount 30x. In the episode we discuss the transformation of MongoDB over his tenure, the lessons that transferred (and the ones that didn't), the evolution of Oso, controversial takes on building in stealth and creating an open-core company, and a lot more. 

https://www.osohq.com/

Raj Rajamani is co-founder and CEO of JetStream. JetStream sells an AI agent governance and identity platform designed to help organizations identify and control their sprawling AI footprint. In a crowded space, JetStream has emerged as a leader with a world-class team and $34 million seed round.
Before JetStream, Raj has a storied career as a product leader at several of the most important EDR companies of the last 15 years. He served as a VP of Product at Cylance, CPO at SentinelOne, and CPO at CrowdStrike. In the episode, we talk about the lessons from the winners of the EDR battle, his personal character changes throughout, and how his experience has set him up to lead a startup in arguably the most important security category right now.

https://jetstream.security/

In this episode I talk to Jack Austin, founder of surf forecasting company Duune.

If you are only interested in hearing from cyber founders, this episode is not for you.

However, Jack works in cybersecurity full-time at F5 Networks, and this is very much a passion project in an industry he cares deeply about.

We discuss his decision to start a company outside of cybersecurity, his tactics for taking on a large incumbent such as hyperlocalization, his marketing strategy reliant on community building with a social-first footprint, and more.

We had fun with it, so I hope that comes through for the audience!

If you live in LA and want access to the best local surf forecasts available, check out the website or download the mobile app.

https://duunecrew.com/