Dan Lorenc on Building Chainguard into a $3.5B Open Source Security Company
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BY
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The Inspired Team
April 22, 2026
Chainguard founder and CEO Dan Lorenc is building the security layer the entire software industry should run on. After nearly a decade at Google working on open source infrastructure, Dan co-founded Chainguard in 2021 to solve a problem hiding in plain sight. 90 to 95 percent of the code powering the world's software is open source, free, and largely unsecured. Now leading a $3.5B+ company with more than 600 customers, Dan shares his unfiltered take on where software security, AI, and the future of engineering are all headed.
What You'll Learn:
• How Chainguard is securing the open source software the world runs on • Why the AI coding boom is making software security harder, not easier • What the future of software engineering actually looks like • Why CISOs can't afford to say no to AI, even when it scares them • Whether we've already hit AGI in the software space • How to think about your own digital security right now
Chapters:
00:00 Introduction 01:30 Growing Up a Builder 04:22 The Origin of Chainguard 08:20 How Chainguard Works and Who It's For 13:20 How Chainguard Cleans and Secures the Code 15:20 How Dan Decides Where to Expand 17:15 The Future of Software and Software Engineers 25:30 Where Chainguard Goes From Here 26:48 Are We Already at AGI? 28:30 The Security Crisis No One Talks About 31:27 Why CISOs Can't Afford to Say No 33:25 Biggest Trade-Offs and What's Next for Chainguard 38:00 What Disappears in an AI World 39:22 What Shocked Dan Most and What Scares Him 42:30 When Security Becomes Part of Engineering 44:39 Quickfire