After a great conversation with @hrkrshnn from @cantinaxyz about the agentic cyber arms race, one idea I keep coming back to is that it's turning into a cost war. Models are now good enough to find most vulnerabilities if you spend enough tokens looking. That puts defenders in a tough spot. If they default to frontier closed models for pen-testing and defense, they burn a lot on expensive tokens. Meanwhile attackers can run swarms of agents on cheap models for as long as it takes. It's the drones vs aircraft carriers problem in cyber. When cheap drones need expensive missiles to shoot them down, defense eventually becomes unaffordable. The cyber companies that win will own their data. Every customer audit feeds a pipeline that post-trains their own models on open weights, getting close to frontier performance at a fraction of the cost. Lower cost means they can search longer and defend longer without breaking the bank. In the age of agents, the advantage goes to whoever can afford to keep looking.