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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...
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...
