{"id":260582,"date":"2026-11-04T10:15:00","date_gmt":"2026-11-04T15:15:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=260582"},"modified":"2026-11-04T11:29:38","modified_gmt":"2026-11-04T16:29:38","slug":"ready-for-the-cambrian-explosion","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/macro\/ready-for-the-cambrian-explosion\/","title":{"rendered":"Ready for the Cambrian explosion?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The Cambrian explosion was a rapid evolutionary event beginning about 539 million years ago that saw animal life diversify dramatically, transforming the complexity of Earth\u2019s marine ecosystems. The term was used by Dave Palmer to describe the current technology landscape. <strong>There will \u201cabsolutely be winners\u201d<\/strong> but at the same time, <strong>\u201cthere are simply not enough buyers.\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Mr Palmer, with whom your author recently enjoyed a coffee, is well-placed to comment. He has over 25 years\u2019 experience in IT and has worked for the last four as a Partner at <a href=\"https:\/\/urldefense.com\/v3\/__https:\/\/link.dealclouddispatch.com\/ls\/click?upn=u001.qbwLc-2BqKzU00tPRzBJ2Jk8asCQU86gCMovElZv68mOUg3DLAOJ8OPc1YQuvYGEaJfty-_4SXpRP5KRSUOp-2FQJkTxfxk87Kyl5l1J6rNEPsBMAnw9oXtfzUWKtEHpmpyAeDrGuyDsypShCgJsIMwUtXYGtdA3OZKnhGOyG23b6SLgrPkoXx0I-2F1eadNneaDo4THgkMwAP-2BkQDhkd-2B-2FRQcUxSokrYoK1OWE9Q5pcrgwT-2FjQy2HFHW18L3yUX05gm-2FpJpdGjGzbpRZwqBBKyVbd-2BRPdyZsZGjyeuiyyDQ05PUE2PKkclQuFJ05iMyu1OD5N9o5jcX1e7Wk09SS3bBQLswMEo8yazjzn3uSdSrm0GacMuDYM0DH4556qSEyPCIG8pLAYFDqNOamhQgAUqijg0SY2nRxnQMi2l4cgVddGodThaLHc-3D__;!!FDKD93KylVk2!_JQqL9DqyP8Z35WgA9MyP6PlFjjLN0uFY55WWANBA12ZQQgln3Z_e0Fd_BFj7aaqOz4yXOXUTpjj9JLF2nnBZOjA_CDvUu-CAn9LDNvi$\" target=\"_blank\" rel=\"noopener\">Ten Eleven Ventures<\/a>, a venture capital firm exclusively dedicated to cybersecurity. Prior to that, he was co-founder and Chief Product Officer of <a href=\"https:\/\/urldefense.com\/v3\/__https:\/\/link.dealclouddispatch.com\/ls\/click?upn=u001.qbwLc-2BqKzU00tPRzBJ2Jk9AcSyp5uIYod3xHNE6MRkLx9o9VJfzLQEBxFdKjBwokhy4V_4SXpRP5KRSUOp-2FQJkTxfxk87Kyl5l1J6rNEPsBMAnw9oXtfzUWKtEHpmpyAeDrGuyDsypShCgJsIMwUtXYGtdA3OZKnhGOyG23b6SLgrPkoXx0I-2F1eadNneaDo4THgkMwAP-2BkQDhkd-2B-2FRQcUxSokrYoK1OWE9Q5pcrgwT-2FjQy2HFHW18L3yUX05gm-2FpJpdGjfpYGh13q9CRLV3AQQvKRSLwUUPJ19Vq23WDWWy-2FyGMYB3vpckfQqN3pgTSS7WMDaLm-2FJ6X6w-2FxE4pDPXmd6y-2BRwIlq9EwWmVrs77M9oJoz-2BSvSpZIxQapYs2Ev2vDAHj-2BRV57PXW577yNuiy2xYPRhke-2Ff61DdsmsLWGrLDkIk4-3D__;!!FDKD93KylVk2!_JQqL9DqyP8Z35WgA9MyP6PlFjjLN0uFY55WWANBA12ZQQgln3Z_e0Fd_BFj7aaqOz4yXOXUTpjj9JLF2nnBZOjA_CDvUu-CAod3IGqw$\" target=\"_blank\" rel=\"noopener\">Darktrace<\/a> (a leading cyber business we had followed since 2021). Our wide-ranging conversation took in <strong>AI, blockchain, cryptography, cyber, digital identities, quantum<\/strong> and more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the Cambrian explosion develops in the way that Dave foresees, <strong>then there will be some \u201cinteresting shifts\u201d and \u201csignificant realignments\u201d to come. The boundaries between artificial intelligence, cybersecurity and information technology will likely continue to blur<\/strong>. This is a view we have <a href=\"https:\/\/urldefense.com\/v3\/__https:\/\/link.dealclouddispatch.com\/ls\/click?upn=u001.qbwLc-2BqKzU00tPRzBJ2Jk3-2FHCTa-2Bl8IYyRRjnyIw9Aq-2BERIFgjgfM7kt-2FHWGHDw4Wvolu591zt58vM4Kx3tk2seUa7PPjtopYUNyKccIS9k-3D1lUA_4SXpRP5KRSUOp-2FQJkTxfxk87Kyl5l1J6rNEPsBMAnw9oXtfzUWKtEHpmpyAeDrGuyDsypShCgJsIMwUtXYGtdA3OZKnhGOyG23b6SLgrPkoXx0I-2F1eadNneaDo4THgkMwAP-2BkQDhkd-2B-2FRQcUxSokrYoK1OWE9Q5pcrgwT-2FjQy2HFHW18L3yUX05gm-2FpJpdGjYUTuXI0acM2XZqjEuNVzOUMnd-2FN2GKvWGrj9raxKx0lYNEeBec0cNwDHpGm18vsJXtrToHSIW0aVa5U9iPwDeq2Z-2Bu4-2F5eUrIMrRInGDE16OJT3OvDT10tpohXF3bZ-2BDFzhONp3lGrn2n10xB9Gnf6wk4GaFMT3Wg3YHEXpqU8Q-3D__;!!FDKD93KylVk2!_JQqL9DqyP8Z35WgA9MyP6PlFjjLN0uFY55WWANBA12ZQQgln3Z_e0Fd_BFj7aaqOz4yXOXUTpjj9JLF2nnBZOjA_CDvUu-CAjsamw-A$\" target=\"_blank\" rel=\"noopener\">consistently advocated<\/a>: as the pace of innovation accelerates, trends overlap and become self-reinforcing. In the future (cyber)security might simply become \u201can essential but back-end part of IT\u201d, more \u201cbasic hygiene\u201d and less \u201csticking plaster.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Two questions naturally arise from this worldview: who wins, and what are the next most important problems to solve? <strong>Platformisation represents perhaps the most likely way forward<\/strong>, according to Dave. Large companies have the benefit of scale and customer trust. They can (and indeed should) take this a step further, however. For Dave, <strong>\u201cwe are not making enough inroads into tackling fraud\u201d<\/strong> in either the consumer or enterprise sphere. There is a need for more integrated application security. The major payment processors as well as hyperscalers have \u201ca right to win\u201d in this space.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For early-stage companies to succeed, Dave recommends \u201ccustomer empathy\u201d \u2013 be realistic about what you can achieve. \u201cExecution matters more than a pure technical idea.\u201d <strong>Cyber may be an \u201cevergreen\u201d market, but this does not necessarily mean an evergreen opportunity for every vendor.<\/strong> After the Cambrian explosion came the Ordovician period of massive diversification. Watch this space.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8212;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Originally Posted November 4, 2026 &#8211; <a href=\"https:\/\/heptagon-capital.com\/season-8-post-40-ready-for-the-cambrian-explosion-1\">Ready for the Cambrian explosion?<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Cambrian explosion was a rapid evolutionary event beginning about 539 million years ago that saw animal life diversify dramatically, transforming the complexity of Earth\u2019s marine ecosystems. The term was used by Dave Palmer to describe the current technology landscape. There will \u201cabsolutely be winners\u201d but at the same time, \u201cthere are simply not enough buyers.\u201d<\/p>\n","protected":false},"author":597,"featured_media":241728,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[18,6,8,9,26,3],"tags":[],"contributors-categories":[13720],"class_list":["post-260582","post","type-post","status-publish","format-standard","has-post-thumbnail","category-macro","category-north-america","category-region","category-securities","category-text-articles","category-traders-insight","contributors-categories-heptagon-capital"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v28.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Ready for the Cambrian explosion? | Traders&#039; Insight<\/title>\n<meta name=\"description\" content=\"The Cambrian explosion was a rapid evolutionary event beginning about 539 million years ago that saw animal life diversify dramatically, transforming...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/260582\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ready for the Cambrian explosion? | IBKR Campus US\" \/>\n<meta property=\"og:description\" content=\"The Cambrian explosion was a rapid evolutionary event beginning about 539 million years ago that saw animal life diversify dramatically, transforming the complexity of Earth\u2019s marine ecosystems. 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