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KWM

Cybersecurity, technology, very likely other surprise topics along the way.

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Frontier AI models and regulatory capture

Regulatory capture of frontier AI models would be an absolute gift to the ecosystem of companies blessed to use them. Here’s a directly related prediction from Steve Yegge on June 18, 2026:

Every AI Subscription Is a Ticking Time Bomb for Enterprise

For several years now, the pendulum has continued its swing towards “more AI, at any cost”, and it now feels like it has reached its apex.

Assorted links 2026-05-19

Exploits don’t cause cyberattacks: On thinking clearly about frontier AI advances and cyber conflict - “[M]ost of today’s attacker constituencies can currently achieve most of their desired outcomes using traditional means: simple phishing, credential stuffing, exploitation of known CVEs, etc. These constituencies aren’t likely to explode into hockey-stick adoption of AI vulnerability research…

Security Operations Center (SOC) outcomes in the age of AI

For all the hype around AI and agentic Security Operations Center (SOC) solutions, what truly matters comes down to two questions:

Exploits and malware are still subject to the laws of physics

Why AI-powered vulnerability discovery and software exploitation don’t change the fundamentals of durable defense.

Introducing Atomic Scorecard: A test tracking tool for ATT&CK + Atomic Red Team

If you haven’t tested it, it doesn’t work. This foundational thesis drove the creation of Atomic Red Team and the concept of atomic testing for cybersecurity teams. One key lesson from its adoption: testing is more like exercise than an exam. Small, regular tests pay far larger dividends than annual or “big bang” red team engagements. To encourage ongoing testing, I’ve long maintained a crude…

Customer discovery questions (or, better alternatives to “What keeps you up at night?”)

Whether you’re a founder, in sales, an account manager, or in almost any other customer-facing role, the most valuable thing you can do is ask your customers questions, and learn what their goals, incentives, and measures look like.

Assorted links 2026-03-15

A fighting retreat - An email from Will Wilson (CEO and co-founder of Antithesis) to his company, on delaying the inevitable change that occurs when a startup experiences significant growth.

Assorted links 2026-03-11

$ Why AI Is ‘Not Particularly Good’ at Curing Disease (Plus: The Next GLP-1 Boom and Why America Hates Big Pharma): A wide-ranging interview with Dave Ricks, the CEO of Eli Lilly - Pound for pound, Derek Thompson may be my most valuable Substack or newsletter subsription. I learned so much from this.

Assorted links 2026-02-24

How will OpenAI compete? - “OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experiences that haven’t been invented yet, and it can’t invent all of those…