The New Rules of Silicon Valley with Rubrik CEO Bipul Sinha
EP 146 of The Logan Bartlett Show: For people building companies - from the people who’ve done it.
Product market fit is dead. Founders now have to reinvent every 6 months before they fall behind.
In my latest conversation, I sat down with Bipul Sinha, the former VC turned Rubrik CEO ($18B in the public markets today) who built one of the fastest-growing enterprise software companies of the last decade.
We covered why the old startup playbook is broken, and what it takes for founders and VCs to win in a world of AI agents, compressed product cycles, and disappearing mid-size venture outcomes.
Read the transcript here
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✉️ Episode Memo
➡️ Running a startup is like driving 100mph in the dark…
You’re not making decisions based on what’s 20 miles ahead, you’re reacting to what’s 10 feet in front of you and must survive by following your intuition. The biggest risk is missing something. That’s why Bipul Sinha’s decision-making modus operandi is to make a gut call first - then bring in his full team to express everything they’re feeling about a situation. Once he’s surfaced all angles, he uses those inputs to validate (or veto) his original instinct. It’s how he did venture & how he runs Rubrik today.
➡️ Product market fit is no longer a one-and-done milestone
Bipul Sinha believes in today’s rapidly evolving markets, you now have to repeat zero-to-one every six months. This shift has massive implications for venture. When a new market becomes real, a flood of startups rushes in. One of them will hit escape velocity and scale from $500M to $10B+, while the rest will get consolidated under $500M. In Bipul’s view, the middle is collapsing to expose a huge pool of smaller outcomes and very few huge winners, and VC firms need to evolve fast for this new reality.
➡️ Bipul’s prediction: there will be a trillion-dollar cybersecurity company within five years
He believes we’re massively underestimating where this market is headed. With AI set to boost global productivity by 5-10+%, the surge in new software, systems, and workflows will require unprecedented levels of security. And yet, today’s largest cybersecurity company is just $100B.
If Nvidia can reach $3T in under a decade, why not cybersecurity next? Tech moves in nonlinear waves, and the winners will be the ones who stop benchmarking the future against the past.
⭐ Trailer
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