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chema alonso

T3 · host / generalist

Renowned hacker and cybersecurity expert who founded Informática 64, sold to Telefónica in 2013. Built Telefónica's cybersecurity business (Eleven Paths) from €20M to €525M revenue over 15 years as CDO. Joined Cloudflare in 2024 to lead international expansion from Lisbon. Active researcher, speaker at Black Hat/DEF CON, and author of multiple cybersecurity books.

3 calls·3 names·100% bull·last heard 2 months ago·itnig
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$NETCloudflareposition

Cloudflare blocks 232B attacks daily, sees 50% of global traffic, positioning for AI agent era

Cloudflare's global edge network (750 locations, 500 Tbps capacity) is a systemic piece of internet infrastructure that uniquely protects against volumetric DDoS >20 Tbps and is now building the guardrails layer for AI agents at the edge, where compute-intensive security must run to avoid self-DDoS.

itnig2026-06→
2ndmedium conviction
$PLEXICUSPlexicus

Spanish startup using AI to automate vulnerability patching at scale

Plexicus is pioneering AI-driven automated vulnerability patching, which Chema identifies as the first priority for all enterprises facing the AI-powered exploit explosion.

itnig2026-06→
3rdmedium conviction
$SIALISIALI

Startup building AI copilots for secure software development with human-in-the-loop

SIALI is developing AI-assisted development tools that integrate security requirements directly into the coding workflow, addressing the need to prevent cognitive debt in core technology stacks.

itnig2026-06→

most discussed · click a bar to filter

recurring themes

3 total
$NET
···
Cloudflare
HIGHchema alonso·itnig·2 months ago· position
Cloudflare blocks 232B attacks daily, sees 50% of global traffic, positioning for AI agent era
Cloudflare's global edge network (750 locations, 500 Tbps capacity) is a systemic piece of internet infrastructure that uniquely protects against volumetric DDoS >20 Tbps and is now building the guardrails layer for AI agents at the edge, where compute-intensive security must run to avoid self-DDoS.
"A día de hoy, Klaufler está bloqueando 232 billones de ataques por día. O sea, esa es la relevancia de de Clfler. Si tú quitas claufler de un país, de repente hay un un una avalan…"
89:00
$PLEXICUS
Plexicus
MEDchema alonso·itnig·2 months ago
Spanish startup using AI to automate vulnerability patching at scale
Plexicus is pioneering AI-driven automated vulnerability patching, which Chema identifies as the first priority for all enterprises facing the AI-powered exploit explosion.
"Por ejemplo, en España hay una empresa que se llama Plexicus, que está haciendo parcheo de vulnerabilidades y que, o sea, es lo primero que tienen que hacer todas las empresas, ¿n…"
61:18
$SIALI
SIALI
MEDchema alonso·itnig·2 months ago
Startup building AI copilots for secure software development with human-in-the-loop
SIALI is developing AI-assisted development tools that integrate security requirements directly into the coding workflow, addressing the need to prevent cognitive debt in core technology stacks.
"Esto, hay una empresa que se llama SIALI que está haciendo una cosa chulísima con eso y luego nosotros hacemos trias de todo en Clafler para de todo el tráfico del mundo."
61:53