Secure Ventures with Kyle McNulty

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/

With me in this episode is Henry Comfort, Co-founder and CEO of Geordie. Geordie is an AI observability and risk management platform designed to help organizations confidently and securely deploy AI models and agents. They raised a $6.5 million seed round last fall from General Catalyst and 1011 and were just announced as a finalist in the RSA Innovation Sandbox competition. Before Geordie, Henry worked as an executive at Darktrace, which was acquired by Thoma Bravo for over $5 billion in 2024. His career before Darktrace is even more unique. In the episode we discuss everything from security analogies for toxic gases in coal mines, enabling vs. controlling AI, the AI security buyer profile today, and more.

https://www.geordie.ai/

With me in this episode is Ed Bellis, co-founder and CEO of Empirical Security. Empirical uses a scoring system informed by customer data to create tailored risk prioritization models. Ed started Empirical in 2024 after leaving Cisco, three years after they acquired his previous company Kenna. Kenna was a vulnerability management and prioritization tool that aggregated data from an organization's scanners and enriched that data with threat intelligence to better prioritize risk. In many ways, Kenna helped lead the way in modern vulnerability management by creating an abstraction layer over the scanners themselves. Empirical is now further pushing the bounds following advances in machine learning and AI to go beyond Kenna's limitations. In the episode we discuss the alluring sales pitfalls for new founders, the importance of a "fast no", Cisco's acquisition strategy and execution, modern VM in light of AI penetration testing, and more.

Empirical Website