left” security: protect the build process, not just the finished product.
Why should I care?
For markets: Cybersecurity budobtains are following developers.
Investors are rewarding products that sit inside everyday engineering workflows, where AI is boosting output and expanding the attack surface. If Aikido’s growth holds up, it supports a wider relocate toward automated, secure-by-default platforms, potentially pressuring slower, after-the-fact testing tools and niche point solutions.
Zooming out: Europe is exporting deep tech again.
Aikido’s path – build in Europe, then scale in the US – is the standard playbook for turning technical advantage into huge revenue. A $1 billion valuation so early also signals that, even in a tougher funding market, top-tier capital will still pay up for infrastructure software that becomes a default layer in how companies build and run products.
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