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Hi Vivek and Sabrina -- thanks for covering this topic! wondering if these are net-new categories or will some of them be rolled up into AppSec (as LLMs become part of modern apps). any thoughts?

PS: thanks for mentioning Lumeus.ai (Tola invesment), First Rays (www.firstrays.vc) is also an investor. would love if you could add that. also thanks for covering gan.ai (I was previously at Emergent Ventures). keep up the good work!

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Hi Alok - thanks so much for reading and the great feedback! Our view is that AI and LLMs will introduce both a net-new category that didn't previously exist, as well as a set of new (and existing) vendors that span across AppSec as well. The distinction being that LLMs are a new piece of the tech stack and introduce attack vectors that traditional AppSec or cloud security doesn't cover today. As you note though, there will likely be a lot of blurred lines.

Thanks!

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"recent Salesforce study" -> link doesnt work anymore

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Thanks for notifying us about this Bharath - here's the link: https://www.salesforce.com/news/stories/generative-ai-ethics-survey/

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