Arun has been at Accel for 15 years, focusing on infrastructure, cybersecurity, and applied AI applications. He leads the firm's thinking on agentic workflows, developer tools, and global AI investment across Silicon Valley, London, and Bangalore.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Cyera pivoted from data security to AI security as data became the fuel for AI; Accel co-led Series A, led Series B and D, backing founder Yoav's unique grit and sales ability, now the highest-valued private security company riding the AI security tailwind.
Supabase has become the default backend database for AI agent workflows, growing 350% at hundreds of millions ARR with 9M developers (up from <1M), driven by AI-optimized developer experience that makes it the preferred choice for agents like Claude Code and Codex.
Cursor sits at a critical choke point where AI agents make decisions about downstream workflow creation and tool recommendations, making it a primary beneficiary of the agentic shift in software development.