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Enterprise Software · Customer deal velocity and happiness are the only true metrics; fundraising is a distraction
now playing · Enterprise Software
Cybersecuritytailwindscore 9/10kevin mandia
AI-driven attacks will mandate autonomous defense within two years
Kevin Mandia asserts that within two years virtually all cyber attacks will be AI-driven, operating at speeds incomprehensible to humans, forcing a fundamental shift to autonomous defense s…
Enterprise Softwaretailwindscore 8/10kevin mandia
Customer deal velocity and happiness are the only true metrics; fundraising is a distraction
Mandia's bootstrapped Mandiant to $50M revenue and $17M EBITDA before raising; he argues the only scorecard that matters is customer count, happiness, and payment, and that excessive fundra…
AI Infrastructuretailwindscore 8/10kevin mandia
AI coding agents flip engineering velocity, putting engineering ahead of marketing for first time
Mandia reports Armadin engineers are processing 100+ AI-generated commits per day via Claude, creating an unprecedented dynamic where engineering outpaces go-to-market, requiring weekly dem…