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Why this founder's contrarian view on SMB cybersecurity proved investors wrong

The Full Ratchet · Investor Stories 456: Inside Visionary Leadership: Platform...

“And again, you know, if I were to judge back in 2019, find a new car, I would probably tell him that, hey.”

4:28 / 5:06

one, having a very unique view on the market. And again, you know, if I were to judge back in 2019, find a new car, I would probably tell him that, hey. You know, based on what I'm seeing, SMB for cybersecurity is not a great market, but he had a unique view. Right? As founder, that that is a very interesting and unique unique category. And then two, I think, you know, again, the grid portion of things. Right? The build to be able to keep iterate, keep bringing himself. Right? The ability to sort of, you know, looking at some his management team, you know, every year and say, hey. You might not be up for the next journey.

About this clip

An investor reflects on how a founder's contrarian perspective on the SMB cybersecurity market challenged conventional wisdom in 2019. The discussion highlights two key founder qualities: having unique market insights that go against prevailing views, and the grit to continuously iterate and make tough decisions about team composition as the company evolves.

Why this clip

This clip showcases how successful founders often succeed precisely because they see opportunities where others see problems, making it valuable for both investors and entrepreneurs.

4:28 - 5:0637scontrarian take
contrarian-investingfounder-qualitiescybersecurity-market

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What they said next

Why cybersecurity for small businesses seemed crazy in 2019

3:39 - 34s · market insight

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Why cybersecurity for small businesses seemed crazy in 2019

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If I were to judge back in 2019, I would probably tell him that SMB for cybersecurity is not a great market, but he had a unique view as founder that it is a very interesting category.

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