The core open-source belief that enough human experts will find all bugs is invalidated by AI discovering decades-old vulnerabilities in widely scrutinized code. This proves that high-level machine analysis is now essential for security, as human review alone is insufficient.

AI will find vulnerabilities at an unprecedented rate. The real crisis will be the organizational inability to patch them, especially in critical infrastructure with long update cycles and unsupported software where original developers are long gone. The problem shifts from finding flaws to fixing them at scale.

The same AI technology amplifying cyber threats can also generate highly secure, formally verified code. This presents a historic opportunity for a society-wide effort to replace vulnerable legacy software in critical infrastructure, leading to a durable reduction in cyber risk. The main challenge is creating the motivation for this massive undertaking.

Anthropic's new AI model, Mythos, is so effective at finding and chaining software exploits that it's being treated as a cyberweapon. Its public release is being withheld; instead, it's being used defensively with select partners to harden critical digital infrastructure, signifying a major shift in AI deployment strategy.

The market panic selling cybersecurity stocks post-Anthropic's leak is illogical. The coming "agentic era"—with AI rapidly building and deploying code—will create an explosion of new security threats. This represents a golden age for cybersecurity companies, not a threat to their existence.

The emergence of AI that can easily expose software vulnerabilities may end the era of rapid, security-last development ('vibe coding'). Companies will be forced to shift resources, potentially spending over 50% of their token budgets on hardening systems before shipping products.

The long-term trajectory for AI in cybersecurity might heavily favor defenders. If AI-powered vulnerability scanners become powerful enough to be integrated into coding environments, they could prevent insecure code from ever being deployed, creating a "defense-dominant" world.

While AI will increase cyber risk by enabling faster vulnerability scanning and generating potentially insecure code, it will also be the solution. AI agents will be needed to review code and defend systems, creating a massive new market for "agentic security" companies.

AI models are better at finding bad code than writing good code. This capability will rapidly uncover vulnerabilities in open-source, custom, and vendor software that would have otherwise taken 10 years to find. This creates an urgent, large-scale need for patching across all industries.