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Cyber Builders

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Hello, Cyber Builders 🖖

Last year, AI in cybersecurity advanced quickly. GPT-5 was the first model to show practical cybersecurity skills, analyzing and acting on real use cases. Claude 4.5 followed soon after.

With GPT-6 now released, it is time to review what has changed since then. I’ve built a timeline from 2023 to 2026 of all model releases with their cybers...


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Hello Cyber Builders 🖖

In Part 1, I went deep on the physical moats: hardware, networks, and cryptography.

The argument there was that these categories survive because they depend on something AI cannot instantly replicate — physical reality, accumulated trust, and mathematical correctness. You can’t prompt your way to a FIPS 140-3 certification. You can’t genera...


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Hello Cyber Builders 🖖

Some weeks ago, I published a map of six places where I believe durable cybersecurity companies can still be built. Every week, I see AI-assisted coding speed up software development. What used to take months and a team of five now takes one CTO and a weekend. Systems of Record have lost their value. Software companies' valuations dropped to an a...


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