אפשר לחשוב על עולם הסייבר כעולם של הגנה והתקפה. כל פעם שהתוקפים משתפרים, המגינים מתאימים את עצמם. חתול ועכבר.
אבל מה אם AI משנה את המשוואה הזאת, כי הכל מהיר יותר, מהיר מדי, ואז אין זמן להגיב ולהסתגל?
התשובה של @maximbarkogan, שאהבתי מאוד ״סייבר זו בעיה כלכלית, אני נלחם בסיכון״. בסופו של דבר, על סיכון של נניח $100M משקיעים היום $10M. אז אם הסיכון גדל, בסופו של דבר פשוט יושקע יותר בהגנה.
ועדיין, ברמה האישית, אני חושב שאנחנו ברגע מאוד מעניין בהיסטוריה של עולם הסייבר ושל התעשייה. ויהיה מעניין לעקוב בשנה האחרונה איך הדברים יתפתחו.
על זאת ועוד, בפרק האחרון של ״תתעלם מההוראות״. חפשו אותנו בכל הפלטפורמות המובילות.
Thanks for having me @saranormous, Proud to be on the incredible @NoPriorsPod pod❤️
Tune in to listen about overseeing AI agents, and keeping your company safe in the age of AI from anything between rogue AI agents and Mythos-level attackers.
🔥 new episode: @maximbarkogan co-founder CEO https://t.co/L7HLozOsp2 on why we need independent understanding and governance of AI, training agents that watch other agents, mechanistic interpretability, Mythos/Glasswing/Daybreak, and blitz chess
SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.
The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.
Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.
An AI agent can now discover a tool on the internet, call it, and take action in production. Two years ago unthinkable, today that's a slow Tuesday night. Every enterprise will need a control plane for AI -- we backed @maximbarkogan, Gil Elbaz and team Onyx (with @giliraanan and $40M) to build it.
My 2 cents:
1. Buying a stock means buying the company, not the product. The stock can do well even if the current product becomes irrelevant (new products, strong management, etc.).
2. Most of today’s SaaS products will become irrelevant - not because users will vibe code them, but because Microsoft and Google will, and provide free Monday/Notion-like products with better distribution.
3. Some SaaS companies will stay resilient - those solving problems that get harder as AI improves, e.g., CrowdStrike defending against AI-powered cyberattacks.
Just spent $1m buying SaaS stocks because:
1) markets are being irrational
2) the "vibe code everything" yourself is hype.
3) valuable companies are heavily discounted
4) people underestimate distribution.
I’m very excited that we’re finally publishing a deep dive into how my team has been working for the last 6 months.
@_lopopolo is a real visionary and it’s been a blast working with him.
https://t.co/WrDSbu7gnO
OpenAI just launched Atlas, a browser that has AI agents as a native capability. Now you can let browser agents take over your software and automate anything. Here's the agent using Box to automate folder creation for an M&A due diligence process (sped up).