Will AI's New Security Threats Topple Cybersecurity Giants? One Investor Says No

prateekj · x · 2026-08-12

Countering Slow Ventures' claim that AI-native threats will destroy traditional cybersecurity oligarchs, the author argues the exact opposite.

AI coding and agents have significantly expanded the attack surface, introducing new security threats. However, when addressing these challenges, enterprises will continue to buy security products from established vendors they know and trust. Companies like Palo Alto Networks, Cloudflare, and CrowdStrike are positioned extremely well to dominate the AI security era due to their existing trust and market presence.

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