John Z Black

John Z Black Mar 21, 2026 Security Operations & Resilience #security funding #market signals #cellular security #supply chain security #brand protection

Today’s funding pattern tells a clear story: investors are backing narrow security categories where buyer pain is already obvious.

No, a big raise does not prove a product works. But clusters matter. They usually mean control gaps are persistent, budgets are opening, and enterprises expect those risks to stay expensive.

Use this as directional input for planning. Compare market flow with your own incidents and control findings, then decide where to pilot, buy, or build. Ignore hype, but do not ignore repeat pain.

Read the full story: Read the full analysis of where capital is flowing and why it matters