AMP founder Anjney Midha, who now runs an AI compute pooling startup after his a16z tenure, took to X to warn that rapid scaling under the bitter lesson will upend most cybersecurity companies inside roughly 18 months, hitting hardest those whose value rests on delivering trust.
existential disruption is coming for most cybersecurity companies
and no, it’s not claude directly, but yes it is a result of the bitter lesson more generally
if your value in the world is providing trust, a meteor is hurtling towards your core
~18 months is my best guess
Palo Alto Networks CEO Nikesh Arora replied that security is a precision business where edge cases cannot tolerate hallucinations, likening the stakes to autonomous driving and noting that not every cybersecurity firm operates as a services shop.
The 18-month disruption forecast and its reach across most firms remain claims from the exchange itself, with no supporting benchmarks or third-party coverage appearing in the available record.
Many users praised Palo Alto Networks CEO Nikesh Arora for using a Hindi proverb while defending cybersecurity precision against AI disruption, while others called his claims about AI solving complex cases incorrect.
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Adhjal gagri chalkat jaye :). Anjney not all cybersecurity companies are services companies. We are in the precision business, we solve for edge cases, cybersecurity is no different than autonomous driving, we need to drive precision to every edge case and be in line and protect with authority, no room for hallucination. There are places where LLMs can be useful and we fully intend to leverage them. - over 50 enterprise tech CEO
existential disruption is coming for most cybersecurity companies
and no, it’s not claude directly, but yes it is a result of the bitter lesson more generally
if your value in the world is providing trust, a meteor is hurtling towards your core
~18 months is my best guess
@nikesharora pls read my post with precision - it says ‘most’ not ‘all’ :)
Adhjal gagri chalkat jaye :). Anjney not all cybersecurity companies are services companies. We are in the precision business, we solve for edge cases, cybersecurity is no different than autonomous driving, we need to drive precision to every edge case and be in line and protect with authority, no room for hallucination. There are places where LLMs can be useful and we fully intend to leverage them. - over 50 enterprise tech CEO
@AnjneyMidha why
@nikesharora Exactly. Cybersecurity is becoming the first major test of governable autonomy.
@nikesharora This is a very famous Hindi proverb which means that "A half-filled pot always spills more water".
Figuratively, it applies to people who have incomplete knowledge, wealth, or talent, but pretend to be wise or great.
@JayaGup10 misalignment at scale
The companies that sell cybersecurity tools may indeed be dead BUT companies that run secure infrastructure for agents, models, and data are becoming 10x more important and valuable.
Basically if your tool scans whatever - config, code, etc and then produces a ticket or report you are likely in trouble.
Does your product actually do the “job to be done”?
Or does it create reports and work for humans?
@AnjneyMidha @grok can you explain what he’s trying to say here?
@AnjneyMidha Trust is what Vanta, Drata and GRC companies sell and yes they are toast. cybercompanies like palo, crwd have hardware sensor and deep analytics. A LLM than predicts next token cant do this. Please study what cyber companies do. cc @nikesharora
@TheHimalayanYak @nikesharora its hindi, may be awadhi
its a common proverb across countries
in english - below is closest to it - E mpty vessel sounds much
means - those who know a little, often talk much!
@nikesharora @grok what are the 10 greatest hindi proverb (include Hindi version and then the english translation and the meaning).
@AnjneyMidha Agreed. There’s a tidal wave of incidents coming. It’s only a matter of time before people start asking, “Why didn’t this expensive product or service prevent it?”.
@nikesharora वाह जी वाह 👌🏼😇👏🏼👏🏼
@nikesharora Living it everyday as a practitioner and Couldn’t agree more @nikesharora!! நிறை குடம் தளும்பாது! குறை குடம் கூத்தாடும்!
@nikesharora Nice muhavra. Applies to many on this platform
@AnjneyMidha who though can disrupt crowdstrike, palo, cloudflare, zscalar?
@nikesharora Aadjal gagri !! It needed sometime to figure what that is 😂😂
cybersecurity companies are like lawyers.. somebody has to be the fall guy.. i agree with your assessment, but enterprises will still need fall guy.. same as compliance it’s to protect the enterprise & enterprise buyer
they will need additional insurance policy when security agent makes mistake (Corgi has insurance policy for mistakes made by agents)
@nikesharora Loved how you used a famous hindi kahawat.
@nikesharora Heard the कहावत after long time , loved it :)