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Product · stratechery.com · Tuesday, 25 August 2026

Agentic cyber incentives favor offense, and that's a startup goldmine

Every agentic AI security tool works both ways, the same capability defends and attacks. Ben Thompson argues incentives therefore tilt toward offense, an imbalance that cements incumbents into defensive postures while underfunded attackers iterate fast. Defenders who can't use the best models are left patching with the enemy's open weights. That asymmetry, he says, is what favors attackers and fuels startups over time.

Read the source: stratechery.com ↗In the 25 August issue →