Where AI Labs Will and Won’t Disrupt Cybersecurity
Where AI Labs Will and Won’t Disrupt Cybersecurity
https://www.govinfosecurity.com/where-ai-labs-will-wont-disrupt-cybersecurity-a-31267
Publish Date: 2026-03-29 00:45:00
Source Domain: www.govinfosecurity.com
Application Security
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Artificial Intelligence & Machine Learning
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Events
Foundation Capital’s Sid Trivedi on the Three Markets AI Labs Can’t Easily Enter
Sid Trivedi, partner, Foundation Capital
Artificial intelligence labs entered cybersecurity through its most obvious door: application security. Moving from static analysis into dynamic testing was a natural extension of their code generation capabilities. But that is where the disruption has clear limits.
See Also: Taming the Rise of Shadow AI Agents
“The labs are mostly focused on horizontal value. For them, going deeply embedded into security doesn’t make a lot of sense,” said Sid Trivedi, partner at Foundation Capital.
Within that constraint, as AI-generated code increases, securing that output has become a natural adjacency, pushing labs deeper into development-stage security.
Trivedi identified three areas less likely to be disrupted: runtime sensors that require deep endpoint build-out, security functions built on proprietary data that can’t be publicly trained on, and…
