AI-enabled hacking is getting cheaper and more scalable as models like DeepSeek improve. Frontier model companies will need to work with leading cybersecurity firms to secure software and infrastructure, creating a boom for Palo Alto Networks and CrowdStrike. Lon says he is considering doing an analysis and possibly buying those two stocks this weekend.
AI-enabled hacking is getting cheaper and more scalable as models like DeepSeek improve. Frontier model companies will need to work with leading cybersecurity firms to secure software and infrastructure, creating a boom for Palo Alto Networks and CrowdStrike. Lon says he is considering doing an analysis and possibly buying those two stocks this weekend.