Gregory Allen

Advanced AI models like Anthropic's Mythos dramatically increase cybersecurity vulnerabilities, but they also supercharge the ability of cybersecurity firms to find and fix those vulnerabilities. The need for cybersecurity is not going down, it is going up. AI productivity gains will lead to more demand, not less, similar to Jevons paradox. CrowdStrike's AI security engineers will have their most productive years working alongside models like Mythos, fixing far more vulnerabilities per day, and most companies cannot handle this on their own.

Allen discusses "Agentic AI" (specifically Claude Code) and asks: "Do you need to pay Salesforce to use a tiny sliver of their service... when you can bring in agentic AI agents who can create their highly customized set of software?" This is the "Tractor vs. Horse" thesis. Allen argues that Agentic AI breaks the bottleneck of software engineering. If AI can build bespoke, cheap software on demand, the "seat-based" pricing model of legacy SaaS companies (System of Record) like Salesforce becomes obsolete. SHORT Legacy SaaS / System of Record companies that rely on high per-seat pricing. AI adoption is slower than predicted; legacy incumbents successfully integrate AI agents to defend moats.

Allen discusses "Agentic AI" (specifically Claude Code) and asks: "Do you need to pay Salesforce to use a tiny sliver of their service... when you can bring in agentic AI agents who can create their highly customized set of software?" This is the "Tractor vs. Horse" thesis. Allen argues that Agentic AI breaks the bottleneck of software engineering. If AI can build bespoke, cheap software on demand, the "seat-based" pricing model of legacy SaaS companies (System of Record) like Salesforce becomes obsolete. SHORT Legacy SaaS / System of Record companies that rely on high per-seat pricing. AI adoption is slower than predicted; legacy incumbents successfully integrate AI agents to defend moats.