rauchg: Security will become a bigger function in software companies amid AI adversaries

vijaybolina · x · 2026-10-04

Guillermo Rauch argues security will become an ever-larger function in software companies: it is both verification engineering (e.g., proving code is memory-safe) and capital allocation (deciding which attack surface deserves the most tokens).

For startups it's a challenge and an opportunity. As paranoia grows against sophisticated AI adversaries, how can you trust a two-person-and-a-dog company? Yet given the dire state of global cybersecurity and rising centralization, vast areas are ripe for small teams to disrupt — areas he's excited to invest in.

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