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Breaking Through the Cybersecurity Echo Chamber: Mayhem’s Unconventional Path to Growth
The halls of Black Hat and RSA conferences echo with near-identical pitches: “Without us, you’ll get hacked.” “The last breach cost a billion dollars.” But in a recent Category Visionaries episode, Mayhem founder David Brumley revealed how rejecting this fear-based paradigm has powered their growth trajectory.
“That’s kind of like saying everyone should buy tornado insurance because the last person who had a tornado had their house destroyed,” David explains, highlighting the industry’s problematic relationship with fear-based marketing. Instead, Mayhem took a radically different approach: brutal honesty about their limitations.
From Academic Theory to Market Reality
The journey began with a controversial academic paper in 2010 that proposed automating the discovery of zero-day exploits. “We got made fun of by a lot of people in industry at that time,” David recalls. “I remember sweating over Christmas once as a very famous security person in the enterprise space was making fun of the work.”
But rather than engaging in public debate, the team doubled down on proving their technology. The breakthrough came through DARPA’s Cyber Grand Challenge, a $60 million initiative to develop autonomous security systems. Mayhem’s victory not only validated their approach but provided $2 million in seed funding to commercialize their technology.
Redefining the Value Proposition
Early interest came from defense and offense-focused organizations, but Mayhem made a critical strategic decision. “We’re not really interested in becoming an offense company,” David explains. “We wanted to protect computers to make them safer.”
This led them to focus on companies where security and business operations are inseparable. “When you look at our customers, like Cloudflare and Roblox, a hack brings down their entire business,” David notes. “If someone takes down a Cloudflare node, they’re not making money.”
The PLG Pivot
Initially following the traditional enterprise sales playbook, Mayhem noticed a recurring problem. “What we’re finding sometimes is we’d have the leader who wanted to buy had the pain point and the leader had his team implemented it, but the implementation team was overworked,” David shares.
This led to a strategic shift toward product-led growth (PLG) eighteen months ago. The move yielded unexpected benefits beyond just bottom-up adoption. “The old way is you set up a sales team and everything on your website is getting someone to fill out a contact me form,” David explains. “The other kind of unexpected advantage of the PLG Motion is it just reduces the time for those enterprise customers to do a pilot because often they’re already using it.”
Breaking Through Market Noise
In an industry where vendors race to report the most vulnerabilities, Mayhem took the opposite approach. “We’re never going to tell you that we found every issue. People who do are flat out lying to you,” David states. “But for us, our goal is just to every time we tell you something, we can show you an actual exploit, we can prove it.”
This commitment to quality over quantity has driven strong land-and-expand dynamics. As David notes, “I don’t think we’ve had anyone reduce the size of mayhem.”
Navigating Category Creation
Rather than trying to create or fit into analyst-defined categories, Mayhem focuses on technical differentiation. “I think that the categories are really defined by the analysts, and the analysts really don’t know what they’re doing,” David candidly shares. Instead, they educate analysts on “what are the real differences between the tech out there and why one might succeed and one might not.”
Looking Forward
Mayhem’s vision extends beyond just finding vulnerabilities. “What really changed, why we’re different and why DARPA had this challenge was we designed our approach so that the whole system could be autonomous,” David explains. Their system can find bugs, propose patches, test them for security and performance impacts, and deploy them – all within 30 seconds.
The company’s journey demonstrates that even in a mature, noisy market like cybersecurity, there’s still room for companies willing to challenge conventional wisdom. By focusing on technical excellence over fear-based marketing, embracing PLG while maintaining enterprise sales capabilities, and prioritizing customer value over analyst categories, Mayhem has carved out a unique position in the cybersecurity landscape.
David’s journey shows that unconventional backgrounds can lead to significant innovation in tech. Encourage diversity of experience in your team to foster unique problem-solving approaches.
The origins of Mayhem in academic research underscore the value of university projects as springboards for startup ideas, especially in deeply technical fields like cybersecurity.
Mayhem’s shift towards PLG highlights its effectiveness in the tech industry. Focus on building a product that sells itself through its utility, enhancing both user acquisition and expansion.
David’s approach to redefining market categories and educating analysts and customers alike emphasizes the importance of clear communication about your product's value proposition and the new categories it may create.
The vision for Mayhem to fully automate the cycle of finding and patching software vulnerabilities exemplifies how automation can be a game-changer for scaling solutions in complex fields like cybersecurity. Invest in technologies that automate critical, yet repetitive tasks to enhance efficiency and effectiveness.