Nadir Izrael
8 Nov 2025Armis raises $435M, Attio updates, Sequoia shifts, Google Maps joins, Palantir dips Big Short 2 more
7:1821 min
Nadir Izrael (Armis): $435M Pre-IPO Raise & AI Cybersecurity
Armis co-founder and CTO Nadir Izrael breaks down the $435 million pre-IPO round led by Goldman Sachs at a $6.1 billion valuation and why the firm was the right partner for a planned IPO. He describes Armis as a 'Google Maps' of an organization's attack surface, now past $300 million ARR with a $1 billion target, and explains the role of its three acquisitions. He also covers scaling from a couch idea to nearly a thousand families, why mission, values and transparency keep startup energy alive, AI-driven attack platforms versus defenders' data advantage, and closes with a bet that the future of devices is no device at all.