Cybersecurity economics favor offense — and that fuels AI startups over incumbents
Hacking ability is the same whether the hat is white or black; only incentives differ. In agentic cybersecurity, offense carries natural advantages, which means defenders must match attackers' capabilities or lose. That dynamic, argues Stratechery, is exactly why AI incumbents — crippled by Washington's restrictions on their own frontier models — are the losers, and startups building offense-ready defenses win.