Frankly Speaking • 203 implied HN points • 04 Mar 26
- Many traditional app-level security tools are at risk because large language models can replicate their core workflows, and a category becomes especially vulnerable if big model providers build it or if security teams can cheaply build it themselves with LLMs.
- The strongest security companies will be those with real moats — unique data, sensors, infrastructure, and network effects that give them cross-customer visibility and make their detections hard to replicate.
- Expect a build renaissance: teams can now create custom AI-driven security tooling cheaply, which reduces buying, makes technical debt easier to manage, and rewards AI-native companies and talent who can operationalize models.