BlueRock is building an agentic security fabric to protect organizations deploying AI agents and MCP workflows. With a $25 Million Series A, founder Bob Tinker is tackling what he sees as a 10x larger opportunity than mobile's enterprise disruption. Bob previously scaled MobileIron from zero to $150 million in five years and took it public in 2014. In this episode of Category Visionaries, Bob shares the strategic mistakes that cost MobileIron its category positioning, why go-to-market fit is the missing framework between PMF and scale, and how B2B marketing has fundamentally transformed in just 18 months.

Topics Discussed:

• Taking a company public: the killer marketing event versus the unexpected team psychology challenges of daily stock volatility
• Why agentic AI workflows create unprecedented security challenges at the action and data layer, not just prompts
• The strategic timing of category definition: MobileIron's cautionary tale of letting Gartner define you as "MDM" when customers bought for security
• Where enterprise buyers actually get advice now that Gartner's influence has diminished
• AEO (Answer Engine Optimization) replacing SEO as the primary discovery mechanism for B2B solutions
• Why 1.0 categories have fundamentally unclear ICPs versus 2.0/3.0 products with crisp buyer personas
• The "high urgency, low friction" framework for prioritizing what to build in nascent markets
• Go-to-market fit: the repeatable growth recipe that unlocks scaling post-PMF
• Unlearning as competitive advantage for second-time founders

GTM Lessons For B2B Founders:

• Time your category noun definition strategically: MobileIron focused exclusively on solving the problem (the verb) but waited too long to influence category nomenclature. Gartner labeled it "Mobile Device Management" when customer purchase drivers were security-focused, not management.
• Use customer language as category discovery, not invention: Bob's breakthrough on BlueRock positioning came from asking prospects: "How would you describe what we do to your peers?" One prospect distinguished their focus on "the action side - taking AI and taking action on data and tools" versus prompt inspection and AI firewalls.
• Engineer for the "high urgency, low friction" intersection: Bob's filtering criteria for BlueRock's roadmap requires both dimensions simultaneously. When a prospect revealed they were building their own MCP security tools - a signal of acute, unmet pain - they also asked BlueRock to add prompt security features.
• Accept ICP ambiguity as a feature, not bug, of 1.0 markets: In 2.0/3.0 categories, you can target "VP of Detection & Response" with precision. In 1.0 markets like agentic security, Bob finds buyers across three distinct orgs: agentic development teams building secure-by-default systems, product security teams inside engineering (not under the CISO), and traditional security organizations.
• Shift content strategy from SEO to AEO immediately: Bob identifies the clock speed of marketing change as "breathtaking" - what worked 18 months ago is obsolete. The specific shift: ranking above the fold in Google search is now irrelevant.
• Treat go-to-market fit as a distinct inflection point: Bob observed a consistent pattern across MobileIron, Box (Aaron Levie), Citrix (Mark Templeton), Palo Alto Networks (Mark McLaughlin), and SendGrid (Sameer Dholakia) - all hit PMF, hired salespeople aggressively, burned cash, and stalled growth while boards grew frustrated.
• Build community as primary discovery in fragmented buyer markets: Bob's most different GTM motion versus five years ago: "We're just out talking to prospects and customers - individual reach outs, hitting people up on LinkedIn, posting in discussion boards, engaging with the community."
• Practice systematic unlearning as second-time founder discipline: Bob's most personal insight: "What really got in my way wasn't what I needed to learn. It was what I needed to unlearn."