📶 Deal Flow Report: Outtake Investment Memo

Hello 👋

Thinking in second-order effects is the making money in venture, and the quote below got us thinking about a few things.

As AI continues to become more persuasive and human-like, the widespread access to LLMs will drive a MASSIVE surge in cybersecurity attacks.

At the current rate, we are already seeing:

• 3m phishing emails / day

• 8m social engineering attacks / day

• $21b human factor security failures / day

That’s why we’re so bullish on companies like Outtake.

Outtake is building agentic AI security for high-profile individuals. They do that by securing modern attack surfaces with advanced search, real-time threat classification, and automated response.

We had started writing this memo when the company was still a seed company, but they recently announced a Series A led by CRV.

Below is more information on the company and why we find it interesting.

Let us know what you think.

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