Arun Mathew

“Accel believes top-quartile late-stage funds will now match top-quartile early-stage outcomes in the current AI cycle”

“AI coding tools like Claude and Codex now recommend backend products, creating a new choke-point dynamic where the best developer experience wins algorithmically.”

“A few trusted platforms — Cyera, CrowdStrike, and Palo Alto Networks among them — [will] accrue most of the value as the attack surface expands.”