AI isn’t just helping defenders find vulnerabilities. It’s giving attackers the speed and expertise to exploit them faster than many companies can respond. Wiz co-founder and CTO Ami Luttwak joins a16z General Partners Zane Lackey and Sarah Wang to unpack what he calls “Black October,” a wave of vulnerabilities and agentic attacks that he believes marks a turning point for cybersecurity.
They break down PHP2Shell, why AI is collapsing the time between vulnerability discovery and exploitation, and what happens when open-source models put increasingly sophisticated offensive capabilities in more hands. Ami explains why startups are becoming attractive targets, particularly when they hold valuable AI credentials, and why yesterday’s secure architecture may no longer be secure as models improve.
The conversation then turns to defense. Ami argues that companies need to continuously attack their own systems, automate investigation and patching wherever possible, design infrastructure assuming sophisticated attackers will get in, and rethink security stacks built for a slower era. His warning is simple: if attackers can move in minutes, defenders can no longer operate on human timelines.
