Building Overwatch: AI Agents for Threat Intelligence at Attacker Speed
February 25, 2026
In this episode of the Cult Products Podcast from Yaya, host Phill Keaney-Bolland speaks with Arjun Bisen, Co-Founder and CEO of Overwatch Data, about building AI agents for cyber and fraud threat intelligence. Arjun shares how Y Combinator helped unlock enterprise trust, why honesty beats hype in security sales, and what founders underestimate most about the long road of building a company.
Every founder looks for the moment when the work finally clicks. For Arjun Bisen, that moment came from seeing how risk and intelligence work were handled inside government, Google, and Stripe, and realizing how manual and fragmented those systems still were. Overwatch was built to change that, using AI agents to monitor cyber and fraud threats at the speed attackers operate.
In this episode of the Cult Products Podcast from Yaya, host Phill Keaney-Bolland speaks with Arjun Bisen, Co-Founder and CEO of Overwatch Data, about the path from diplomacy and global security into startup life. Arjun shares how Y Combinator helped unlock enterprise trust, what it takes to sell honestly in a market burned by overpromising vendors, and how Overwatch found traction by focusing on repeatable use cases, proof of value, and the customers willing to build alongside them.
What You’ll Learn:
In this episode of the Cult Products Podcast from Yaya, host Phill Keaney-Bolland speaks with Arjun Bisen, Co-Founder and CEO of Overwatch Data, about the path from diplomacy and global security into startup life. Arjun shares how Y Combinator helped unlock enterprise trust, what it takes to sell honestly in a market burned by overpromising vendors, and how Overwatch found traction by focusing on repeatable use cases, proof of value, and the customers willing to build alongside them.
What You’ll Learn:
- What Overwatch’s AI agents automate across cyber and fraud threat intelligence
- How Arjun’s background in diplomacy, Google, and Stripe shaped Overwatch’s approach to risk
- Why Y Combinator mattered for enterprise credibility and recruiting
- The early “BERT moment” that sparked the company’s direction
- How to think about product roadmaps when the technology shifts every quarter
- Why proof of value beats polished messaging in security markets
- A practical definition of product-market fit for enterprise startups
- What founders consistently underestimate about the human side of building
Episode Resources:
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