Rob Lee: Building Dragos into a multi-billion-dollar mission-driven cybersecurity company

Rob Lee: Building Dragos into a multi-billion-dollar mission-driven cybersecurity company

July 2, 2026 · 1h 2m · Episode 25

About this episode

Rob Lee discusses building Dragos into a mission-driven cybersecurity company and the challenges faced along the way.

Our guest in this episode is Rob Lee, co-founder and CEO of Dragos. Two weeks ago, Accenture agreed to acquire a majority stake in Dragos as part of the massive, over $4 billion transaction that also included the acquisitions of runZero and NetRise. As luck would have it, we recorded this conversation just a few weeks before the announcement. Massive congratulations to Rob and to the entire teams of Dragos, runZero, and NetRise! ​ When Rob started Dragos, most investors didn't believe critical infrastructure security was a venture-scale opportunity. Despite getting more than 100 rejections from investors, Rob stayed committed to his mission. Today, Dragos protects critical infrastructure around the world and has become one of the defining companies in industrial cybersecurity. ​ This episode isn't simply about building a unicorn or leading a company to a massive exit. It's about building a company around a mission. Rob explains why Dragos exists to "safeguard civilization," why protecting critical infrastructure is fundamentally different from protecting enterprise IT, and why cybersecurity in operational technology is ultimately a public safety problem, not just a business…

People in this episode

Guest: Rob Lee

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Mentioned in this episode

Organizations: Dragos, Accenture, runZero, NetRise

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