A goal of our podcast is to highlight people who don’t highlight themselves— but are every bit as deserving of the spotlight as those on the big stage. Noah fits this profile perfectly- he’s the smart guy you sat next to at an industry dinner whose perspective on network forensics and GDPR were as interesting as his weeklong isolated "vacation" on the tundra of Baffin Island. An understated yet up and coming security investor currently at Point72, Noah’s take on the security market is insightful and raw: he explains why there are too many security companies and why it matters. He details why the mid-market is underserved by security vendors. We cover how investors mistakenly overcapitalize security vendors and when is the right time to bootstrap vs. taking any funding at all.