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So, who better to chase down for insights on what to expect in tech?<\\\/p>\\r\\n\\r\\n<p>The recent\x26nbsp;<a href=\\\x22https:\/\/www.rsaconference.com\/usa\\\x22>RSA<\\\/a> Security Conference in San Francisco gave us an opportunity to do just that. At a <a href=\\\x22https:\/\/www.ciscoinvestments.com\/\\\x22>Cisco Investments<\\\/a> cocktail reception, we asked leaders from <a href=\\\x22https:\/\/glasswing.vc\/\\\x22>Glasswing Ventures<\\\/a> and <a href=\\\x22https:\/\/www.plexocap.com\/\\\x22>Plexo Capital<\\\/a>, along with Cisco Investments and its <a href=\\\x22https:\/\/www.ciscoinvestments.com\/aspire\u002Dfund\\\x22>Aspire Fund<\\\/a>, to share what\\u2019s top of mind, and where their dollars may be headed next.<\\\/p>\\r\\n\\r\\n<p>To call AI a priority would be an understatement. But each leader had their own unique and nuanced views on the impact of AI, in security and beyond. Moreover, AI isn\\u2019t their only focus. So, developments like open\u002Dsource architectures, supply chain management, and autonomous security operations centers (SOCs) also garner attention.<\\\/p>\\r\\n\\r\\n<p>However, as Derek Idemoto, Cisco\\u2019s senior vice president for corporate development and Cisco Investments stressed, AI remains \\u201cthe biggest force of nature right now.\\u201d He highlighted that Cisco has made more than 20 AI\u002Dfocused acquisitions and investments in recent years, including its purchase of <a href=\\\x22https:\/\/www.splunk.com\/en_us\/blog\/leadership\/cisco\u002Dcompletes\u002Dacquisition\u002Dof\u002Dsplunk.html\\\x22>Splunk<\\\/a>, the data\u002Danalytics powerhouse. And this month, the company announced a <a href=\\\x22https:\/\/newsroom.cisco.com\/c\/r\/newsroom\/en\/us\/a\/y2024\/m06\/cisco\u002Dlaunches\u002D1b\u002Dglobal\u002Dai\u002Dinvestment\u002Dfund.html\\\x22>$1 billion<\\\/a> investment fund to expand and develop secure and reliable AI solutions.<\\\/p>\\r\\n\\r\\n<p>Smart AI investments, Idemoto said, should supercharge a company\\u2019s existing expertise.<\\\/p>\\r\\n\\r\\n<p>\\u201cWhen you think about Cisco, we have networking coming together with security, coming together with observability,\\u201d Idemoto explained, \\u201cand certainly with the acquisition of Splunk, you\x27re talking about data insights and telemetry that is unmatched by anyone in the industry.\\u201d<\\\/p>\\r\\n\\r\\n<h3 class=\\\x22h300\\\x22>A force that can\\u2019t be ignored<\\\/h3>\\r\\n\\r\\n<p>Lo Toney, founding managing partner of Plexo Capital, believes that AI simply can\\u2019t be ignored \\u2014 that is, by any company expecting to maintain its momentum following the previous revolutions around digitization and software.<\\\/p>\\r\\n\\r\\n<p>\\u201dIf every company is a software developer or software vendor or software integrator,\\u201d he said, \\u201cthey now have to think about artificial intelligence. And it can help both with productivity as well as enhancing the overall infrastructure within the enterprise, especially around security. So, we\x27re very excited to invest into that technology.\\u201d<\\\/p>\\r\\n\\r\\n<p>Of course, security concerns are core at RSA. And today\\u2019s security discussions almost inevitably lead to AI.<\\\/p>\\r\\n\\r\\n<p>Here\\u2019s Glasswing partner Kleida Martiro on her team\\u2019s focus on AI investments.<\\\/p>\\r\\n\\r\\n<p>\\u201cAI and cybersecurity have taken a larger shape than just threat prevention and detection,\\u201d she said. \\u201cHow can we leverage AI to really predict an attack before it actually happens? How can we leverage the power of technology to protect ourselves even better? So those trends are really top of mind in areas where Glasswing is currently very much investing in.\\u201d<\\\/p>\\r\\n\\r\\n<p>At Cisco, AI is supporting networking in two key ways: to manage, optimize and secure all network functions, and to enable networks to handle the massive demands that surging AI usage places upon them. Aleem Rizvon of Cisco Investments stressed Cisco\\u2019s relentless focus on these areas, both in its homegrown innovation and in its investments.<\\\/p>\\r\\n\\r\\n<p>\\u201cAI for networking allows us to bring all of the emerging new technologies that are available to automate our networks, to manage our networks, and provide compelling end user experience,\\u201d he said. \\u201cFor networking for AI, we are building a lot of systems in silicon that would allow us to support the bandwidth requirements that are required for artificial intelligence. Whether in high\u002Dend silicon or photonic systems, we are focusing on all of those aspects.\\u201d<\\\/p>\\r\\n\\r\\n<h3>Opening up open source for a secure future<\\\/h3>\\r\\n\\r\\n<p>Security (of course!) and the potential of open\u002Dsource architectures were also discussed. Martiro outlined Glasswing\\u2019s investments in security solutions related to open source, including in software supply chain management.\x26nbsp;<\\\/p>\\r\\n\\r\\n<p>\\u201cWhat we\x27re noticing in software supply chain management is that developers are building internal solutions to and lifting code from open\u002Dsource solutions,\\u201d she explained. \\u201cAnd with that come a lot of vulnerabilities. So how do we solve them, how do you monitor them, and then how do we prevent them?\\u201d<\\\/p>\\r\\n\\r\\n<p>But the advantages of open\u002Dsource solutions are clear. As Cisco Investments\\u2019 Senior Director Prasad Parthasarathi declared, \\u201cWe as an industry are finally leveraging the open\u002Dsource community in its full ferocity.\\u201d<\\\/p>\\r\\n\\r\\n<p>He further illustrated that fact with some key Cisco investments.<\\\/p>\\r\\n\\r\\n<p>\\u201cWe recently acquired <a href=\\\x22https:\/\/isovalent.com\/\\\x22>Isovalent<\\\/a>, who are authors and custodians of <a href=\\\x22https:\/\/cilium.io\/\\\x22>Cilium<\\\/a>,\\u201d Parthasarathi said. \\u201cCilium is the third\u002Dmost adopted open\u002Dsource project behind Kubernetes and <a href=\\\x22https:\/\/opentelemetry.io\/\\\x22>OpenTelemetry<\\\/a>. We recently announced our investment in <a href=\\\x22https:\/\/corelight.com\/\\\x22>Corelight<\\\/a> which is the custodian of open\u002Dsource <a href=\\\x22https:\/\/zeek.org\/\\\x22>Zeek<\\\/a> network sensors. And the Zeek sensors hover meta volume network telemetry, which is crucial for things like network security and segmentation. We are investors in <a href=\\\x22https:\/\/www.styra.com\/\\\x22>Styra<\\\/a>, which propagates the Open Policy Agent and makes it easy for you to have a unified policy plane. These architectures are an example of the true compound effect and multiplier effect that we can command if we leverage the open\u002Dsource community.\\u201d<\\\/p>\\r\\n\\r\\n<p>The open\u002Dsource community, he further emphasized, \\u201cis our massive weapon in coping against faceless adversaries.\\u201d<\\\/p>\\r\\n\\r\\n<p>That thought dovetailed into another major concern for Parthasarathi and Cisco Investments: the vulnerability of critical infrastructure.<\\\/p>\\r\\n\\r\\n<p>\\u201cOT IoT as a once again emergent spending category,\\u201d he said. \\u201cWe are finding that critical industries such as power and gas, electricity, automotive, healthcare are coming under increased adversarial attacks. And we should expect to see an uptick in spending priorities in this use case. And we\x27re also finding that many of these open\u002Dsource architectures that I mentioned translate horizontally across this use case as well.\\u201d<\\\/p>\\r\\n\\r\\n<p>If all this sounds complicated for security teams, it is! But one final trend should help: Autonomous security operations centers (SOCs), empowered by AI and highly intuitive, thanks to natural language models.<\\\/p>\\r\\n\\r\\n<p>\\u201cCybersecurity is a machine\u002Dscale problem,\\u201d Parthasarathi concluded. \\u201cAnd now with access to large language models, we have the ability to cross\u002Dcorrelate and unify telemetry using natural language instead of a complex code \\u2014 and do that at machine scale.\\u201d<\\\/p>\\r\\n\\r\\n<p>The bad actors may be getting smarter and more relentless. But investors and innovators are just as relentless. 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</div> <h1 class="newsroom-c-hero__title"> Investors share their sixth sense on AI and security </h1> <div class="newsroom-c-hero__text"> At the RSA Security Conference, leaders from Glasswing Ventures, Plexo Capital, and Cisco Investments tell what’s top of mind in tech trends. </div> </div> <div class="newsroom-c-hero__image"> <img class="cmp-image__image" src="https://newsroom.cisco.com/c/dam/r/newsroom/en/us/assets/a/y2024/m07/Watson_240508_0619_proof_no_Glass_800x450.jpg" alt="Investors share their sixth sense on AI and security"/> </div> </section> </section> <div class="container responsivegrid"> <div id="container-4185f240f7" class="cmp-container"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="container responsivegrid newsroom-grid-wrapper aem-GridColumn aem-GridColumn--default--12"> <div id="container-7878346efa" class="cmp-container"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="container responsivegrid 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<div class="newsroom-c-author__sociallink"> <a href="https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fnewsroom.cisco.com%2Fc%2Fr%2Fnewsroom%2Fen%2Fus%2Fa%2Fy2024%2Fm07%2Finvestors-share-their-sixth-sense-on-ai-and-security.html&title=Investors+share+their+sixth+sense+on+AI+and+security&summary=At+the+RSA+Security+Conference%2C+leaders+from+Glasswing+Ventures%2C+Plexo+Capital%2C+and+Cisco+Investments+tell+what%E2%80%99s+top+of+mind+in+tech+trends.+" target="_blank"><span><img src="/etc/designs/r/newsroom/clientlibs/clientlib-icons/linkedin.svg" alt="LinkedIn icon"/></span> LinkedIn</a> </div> <div class="newsroom-c-author__sociallink"> <a href="https://twitter.com/intent/tweet?url=https%3A%2F%2Fnewsroom.cisco.com%2Fc%2Fr%2Fnewsroom%2Fen%2Fus%2Fa%2Fy2024%2Fm07%2Finvestors-share-their-sixth-sense-on-ai-and-security.html&text=At+the+RSA+Security+Conference%2C+leaders+from+Glasswing+Ventures%2C+Plexo+Capital%2C+and+Cisco+Investments+tell+what%E2%80%99s+top+of+mind+in+tech+trends.+" target="_blank"><span><img src="/etc/designs/r/newsroom/clientlibs/clientlib-icons/twitter.svg" alt="Twitter icon"/></span>Twitter</a> </div> <div class="newsroom-c-author__sociallink"> <a href="https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fnewsroom.cisco.com%2Fc%2Fr%2Fnewsroom%2Fen%2Fus%2Fa%2Fy2024%2Fm07%2Finvestors-share-their-sixth-sense-on-ai-and-security.html" target="_blank"><span><img src="/etc/designs/r/newsroom/clientlibs/clientlib-icons/facebook.svg" alt="Facebook icon"/></span>Facebook</a> </div> </div> </div></div> </div> </div> </div> <article class="container responsivegrid newsroom-article-body aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--offset--default--1"> <div id="container-ab7d58bce6" class="cmp-container"> <div class="aem-Grid aem-Grid--8 aem-Grid--default--8 "> <div class="newsroom-component newsroom-rte aem-GridColumn aem-GridColumn--default--8"><div></div> <div class="newsroom-c-rte" data-config-metrics-group="rte"> <p>The best investors have a sixth sense for tech trends. So, who better to chase down for insights on what to expect in tech?</p> <p>The recent <a href="https://www.rsaconference.com/usa">RSA</a> Security Conference in San Francisco gave us an opportunity to do just that. At a <a href="https://www.ciscoinvestments.com/">Cisco Investments</a> cocktail reception, we asked leaders from <a href="https://glasswing.vc/">Glasswing Ventures</a> and <a href="https://www.plexocap.com/">Plexo Capital</a>, along with Cisco Investments and its <a href="https://www.ciscoinvestments.com/aspire-fund">Aspire Fund</a>, to share what’s top of mind, and where their dollars may be headed next.</p> <p>To call AI a priority would be an understatement. But each leader had their own unique and nuanced views on the impact of AI, in security and beyond. Moreover, AI isn’t their only focus. So, developments like open-source architectures, supply chain management, and autonomous security operations centers (SOCs) also garner attention.</p> <p>However, as Derek Idemoto, Cisco’s senior vice president for corporate development and Cisco Investments stressed, AI remains “the biggest force of nature right now.” He highlighted that Cisco has made more than 20 AI-focused acquisitions and investments in recent years, including its purchase of <a href="https://www.splunk.com/en_us/blog/leadership/cisco-completes-acquisition-of-splunk.html">Splunk</a>, the data-analytics powerhouse. And this month, the company announced a <a href="https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m06/cisco-launches-1b-global-ai-investment-fund.html">$1 billion</a> investment fund to expand and develop secure and reliable AI solutions.</p> <p>Smart AI investments, Idemoto said, should supercharge a company’s existing expertise.</p> <p>“When you think about Cisco, we have networking coming together with security, coming together with observability,” Idemoto explained, “and certainly with the acquisition of Splunk, you're talking about data insights and telemetry that is unmatched by anyone in the industry.”</p> <h3 class="h300">A force that can’t be ignored</h3> <p>Lo Toney, founding managing partner of Plexo Capital, believes that AI simply can’t be ignored — that is, by any company expecting to maintain its momentum following the previous revolutions around digitization and software.</p> <p>”If every company is a software developer or software vendor or software integrator,” he said, “they now have to think about artificial intelligence. And it can help both with productivity as well as enhancing the overall infrastructure within the enterprise, especially around security. So, we're very excited to invest into that technology.”</p> <p>Of course, security concerns are core at RSA. And today’s security discussions almost inevitably lead to AI.</p> <p>Here’s Glasswing partner Kleida Martiro on her team’s focus on AI investments.</p> <p>“AI and cybersecurity have taken a larger shape than just threat prevention and detection,” she said. “How can we leverage AI to really predict an attack before it actually happens? How can we leverage the power of technology to protect ourselves even better? So those trends are really top of mind in areas where Glasswing is currently very much investing in.”</p> <p>At Cisco, AI is supporting networking in two key ways: to manage, optimize and secure all network functions, and to enable networks to handle the massive demands that surging AI usage places upon them. Aleem Rizvon of Cisco Investments stressed Cisco’s relentless focus on these areas, both in its homegrown innovation and in its investments.</p> <p>“AI for networking allows us to bring all of the emerging new technologies that are available to automate our networks, to manage our networks, and provide compelling end user experience,” he said. “For networking for AI, we are building a lot of systems in silicon that would allow us to support the bandwidth requirements that are required for artificial intelligence. Whether in high-end silicon or photonic systems, we are focusing on all of those aspects.”</p> <h3>Opening up open source for a secure future</h3> <p>Security (of course!) and the potential of open-source architectures were also discussed. Martiro outlined Glasswing’s investments in security solutions related to open source, including in software supply chain management. </p> <p>“What we're noticing in software supply chain management is that developers are building internal solutions to and lifting code from open-source solutions,” she explained. “And with that come a lot of vulnerabilities. So how do we solve them, how do you monitor them, and then how do we prevent them?”</p> <p>But the advantages of open-source solutions are clear. As Cisco Investments’ Senior Director Prasad Parthasarathi declared, “We as an industry are finally leveraging the open-source community in its full ferocity.”</p> <p>He further illustrated that fact with some key Cisco investments.</p> <p>“We recently acquired <a href="https://isovalent.com/">Isovalent</a>, who are authors and custodians of <a href="https://cilium.io/">Cilium</a>,” Parthasarathi said. “Cilium is the third-most adopted open-source project behind Kubernetes and <a href="https://opentelemetry.io/">OpenTelemetry</a>. We recently announced our investment in <a href="https://corelight.com/">Corelight</a> which is the custodian of open-source <a href="https://zeek.org/">Zeek</a> network sensors. And the Zeek sensors hover meta volume network telemetry, which is crucial for things like network security and segmentation. We are investors in <a href="https://www.styra.com/">Styra</a>, which propagates the Open Policy Agent and makes it easy for you to have a unified policy plane. These architectures are an example of the true compound effect and multiplier effect that we can command if we leverage the open-source community.”</p> <p>The open-source community, he further emphasized, “is our massive weapon in coping against faceless adversaries.”</p> <p>That thought dovetailed into another major concern for Parthasarathi and Cisco Investments: the vulnerability of critical infrastructure.</p> <p>“OT IoT as a once again emergent spending category,” he said. “We are finding that critical industries such as power and gas, electricity, automotive, healthcare are coming under increased adversarial attacks. And we should expect to see an uptick in spending priorities in this use case. And we're also finding that many of these open-source architectures that I mentioned translate horizontally across this use case as well.”</p> <p>If all this sounds complicated for security teams, it is! But one final trend should help: Autonomous security operations centers (SOCs), empowered by AI and highly intuitive, thanks to natural language models.</p> <p>“Cybersecurity is a machine-scale problem,” Parthasarathi concluded. “And now with access to large language models, we have the ability to cross-correlate and unify telemetry using natural language instead of a complex code — and do that at machine scale.”</p> <p>The bad actors may be getting smarter and more relentless. But investors and innovators are just as relentless. And as these impromptu interviews suggest, there will be plenty of exciting new developments in the security space to come.</p> <p> </p> </div> </div> <div class="newsroom-component newsroom-share aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--offset--default--0"><div></div> <div class="newsroom-c-share articleSidebarSocial" data-cmp-is="share" data-config-metrics-group="share"> <a href="https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fnewsroom.cisco.com%2Fc%2Fr%2Fnewsroom%2Fen%2Fus%2Fa%2Fy2024%2Fm07%2Finvestors-share-their-sixth-sense-on-ai-and-security.html&title=Investors+share+their+sixth+sense+on+AI+and+security&summary=At+the+RSA+Security+Conference%2C+leaders+from+Glasswing+Ventures%2C+Plexo+Capital%2C+and+Cisco+Investments+tell+what%E2%80%99s+top+of+mind+in+tech+trends.+" target="_blank" class="newsroom-c-share__social-link articleSidebarSocialLinks"><img 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