Betting Against the Models - by Shrivu Shankar

The hottest new market in cybersecurity might be built on a single, flawed premise: betting against the models. While we see funding pouring into a new class of "Security for AI" startups, a closer look reveals a paradox: a large amount of this investment is fueling a speculative bubble built not on the failure of AI, but on the failure to believe in its rapid evolution. While I'm incredibly bullish on using AI for security—building intelligent agents to solve complex defense problems is what we do every day, I’m increasingly critical of the emerging market of security for AI agents. I think it’s a bit of a bubble (~$300M+1), not because AI is overhyped but because many of these companies are betting against the models getting better, and that is a losing strategy. So far my “speculation” posts have aged pretty well so in this post I wanted to explore some contrarian thoughts on popular ideas in AI and cybersecurity. It’s totally possible that at least one of these three predictions wi

The hottest new market in cybersecurity might be built on a single, flawed premise: betting against the models. While we see funding pouring into a new class of "Security for AI" startups, a closer look reveals a paradox: a large amount of this investment is fueling a speculative bubble built not on the failure of AI, but on the failure to believe in its rapid evolution. While I'm incredibly bullish on using AI for security—building intelligent agents to solve complex defense problems is what we do every day, I’m increasingly critical of the emerging market of security for AI agents. I think i