Spring Series 2026 A Good Start with AI Tailwinds Ahead

研报英文原文证据摘录

Spring Series 2026 A Good Start with AI Tailwinds Ahead

Executive Summary: Demand Poised to Accelerate

The most transformative technology shift of our lifetimes comes with a larger attack surface

The attack surface is evolving and expanding at an unprecedented pace: Agents can now find vulnerabilities in code at an

unprecedented rate. This translates into an ability to engineer and execute exploits at a much faster rate. Exploits that AI models

engineer can also be more complex and sophisticated. Meanwhile, some applications may not be patchable and AI introduces new

attack vectors including logic, identity, and social engineering-based exploits.

Platforms are best positioned to address emerging AI threats: The enterprise remediation gap cannot keep pace with the speed of

AI-enabled discovery. Mean time to exploit has collapsed. Platform vendors have already been leveraging access to AI with decades of

domain expertise, proprietary data, and deep telemetry across Endpoint, Network, Identity, and Data estates to help protect customers.

Partnerships offer a lens into leadership: Anthropic’s Glasswing, OpenAI’s Trusted Access for Cyber, and CrowdStrike’s Quiltworks

illustrate the critical role security platforms will have to address the incremental threats foundation models introduce. Those leading the

partnerships with insight from foundation model vendors have an evolutionary competitive advantage.

• Anthropic has restricted Mythos access to 52 vetted organizations for defensive use only, backed by $100M in resources. The White

House Office of Management and Budget is establishing guardrails for federal agency access.

• OpenAI Daybreak and TAC more open than Anthropic’s coalition, scaling toward automated verification rather than a curated partner

list.