Malwarebytes splits consumer and B2B, hits 3M subscribers and $200M ARR
Separating the consumer brand (Malwarebytes) from the new B2B brand (ThreatDown) with dedicated management unlocked growth; consumer side now has 3M+ paying subscribers, nearing $…
Vector Capital's PE accountability helped execute complex business separation
Private equity partner Vector provided operational expertise in splitting financials, legal separation, and launching a new brand — areas where VCs typically don't help — and the…
ThreatDown launches as dedicated B2B brand with channel-focused GM
After splitting from Malwarebytes, ThreatDown hired a GM from B2B security channel sales who knows exactly how to execute the channel-first go-to-market motion that the combined c…
Anthropic cited as rare AI startup with real scale and customer usage
Host notes Anthropic grew from $1B to $9B ARR; founder agrees it's phenomenal but says the real concern is fringe AI cybersecurity startups raising hundreds of millions without pr…