Episode #57: Claroty’s Galina Antova on the global infrastructure war & building an $100M OT security juggernaut

This past weekend, the New York Times posted an article explaining the United States is scrambling to clean government systems from a deep, pervasive infiltration of the country’s infrastructure by the Chinese. Much like the Russian attacks on Ukrainian infrastructure, the intent appears to be to disrupt any U.S. action that would be a response to Chinese military action in Taiwan. The role of nation state actors in driving the threat landscape has brought us to a place where the lines between physical and cybersecurity are no longer blurry, but simply erased.

Galina Antova, founder and Chief Business Officer of Claroty, shares her expertise in operational technology (OT) security with us in an hour long interview in the latest episode of Security Voices. We begin by walking through the recent industrial security threat landscape with an emphasis on INCONTROLLER/Pipedream and discuss the impact of the Russian/Ukrainian war, tracing its origins back to a landmark attack in 2015.

Galina and Dave explain the uncomfortable truths about the current state of OT security, starting with the fact that, other than nuclear energy facilities, air gaps are as common unicorns and other mythological beasts. Galina explains why OT security teams necessarily have to operate with older equipment and more caution than conventional IT security teams. Further, while we have not seen massive infrastructure disruptions to date, the real reason behind this offers us little comfort.

In the second half of our interview, Galina describes her journey as a founder of Claroty and what it took to build a $100M ARR company over 8 years. For a category decades in the making with notoriously long sales cycles and risk averse buyers, she takes us through the playbook she and her co-founders used to establish a beachhead and expand into a global OT security juggernaut. We pinpoint why the pandemic was a breakthrough moment for OT security, catapulting solutions providers to new heights and why this had little to do with new threats and everything to do with enabling digital transformation.

We bring the episode to a close with a dialogue on gender equity in cybersecurity and specifically how men can do their part by adjusting a couple key assumptions when interacting with women in business.