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Tomasz Tunguz·· 10 days agoFeaturedAI score82

A $90 Key into Your Company's Secrets

A $90 Key into Your Company's Secrets

AI summary

The cost of an AI-driven break-in of a simulated corporate network fell 99% in five months, from a $5k–$10k BIS estimate in April to $90 with Zhipu's open-weight GLM-5.3, and Goldman executives have discussed spending as much or more on AI for security as on AI coding tools. The piece argues attackers now run expected-value calculations on compute and concentrate on the largest balance sheets, while defenders must inspect every alert and face compounding speed, scale and breadth multipliers. It concludes the CISO's job is to buy enough compute and convert it into defensive tokens to push the attacker's expected value below zero.

Why it matters

It offers a concrete cost curve for AI-enabled intrusion plus a framework for reasoning about offense-defense economics in security budgets.

Source: Tomasz Tunguz · tomtunguz.com