cybersecurity
8 statements across 6 episodes · 3 bullish · 3 bearish · 6 people on the record · first statement Sep 28, 2023 by Jason Kelly · across every show →
Everything said about cybersecurity, oldest first
Sep 28, 2023
Oct 26, 2023 negative
Noon: Using LLMs just for phishing spell checks materially increases attack success
“Like, if all they could do was, like, spell check the bad guys, and that's all you were using, like, whatever off the shelf, you know, open source LLM for, like, even that would make a difference materially on, you know, cybersecurity policy returns.”
Oct 26, 2023
Noon: Cybersecurity is just the waste heat of computing innovation
“My moral basis for cybersecurity existing is that is essentially like the waste heat of all other innovation in, in computing and information, which is like, you know, if a computer is doing something new for you that it wasn't doing last year, then like the u…”
Oct 26, 2023 bullish
Noon: LLMs excel at filtering noise in raw cybersecurity operations
“There's a lot of just raw operational work that happens in security of just like, we need to, you know, rarefy this signal, filter out the noise, and then honestly feed it through a human being who has some experience as to what the bad guys are trying to do. …”
Dec 21, 2023 positive
Hoffman: AI cybersecurity and workforce transition tools are underdone startup areas
“There's areas that I think are underdone that I would really like to see. Cybersecurity with AI. You know, I think it would be very good to have that relative to society. I think that the notion of you know, how do we make these transitions for the white colla…”
Jan 16, 2025 bearish
Zhang: Enterprise adoption of cybersecurity AI agents will be slower than expected
“And so because the models are inherently non-deterministic, It's very hard for buyers like really trust a gen AI solution there. And so, especially agentic solution. So like, I think that option there is going to be really, really, really slow, a lot slower th…”
Oct 2, 2025 positive
Arora: Cybersecurity must consolidate into single platforms like CRM and ERP
“Nobody has two sales forces deployed in an enterprise. Nobody has two workdays deployed in an enterprise. Nobody has two SAPs deployed in an enterprise. Why? Because you need end to end visibility, a singular workflow, a singular set of analytics to solve the …”