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Will security companies disappear?
AI might accelerate some consolidation
17 hrs ago • 
Frank Wang
10
Pangea and Lakera acquisition thoughts
Legacy security companies scrambling for AI talent
Sep 23 • 
Frank Wang
4
Security is worried about the wrong risks
We should be more nuanced about what matters
Sep 16 • 
Frank Wang
11
Should security own risk?
Maybe. We should stop arguing about risk ownership and start owning risk surfaces.
Sep 12 • 
Frank Wang
8
What does a first security hire look like?
There's a variety, but it really depends on what you're looking for
Sep 4 • 
Frank Wang
7

August 2025

The New Commandments of Security Teams
Guest post by Maya Kaczorowski
Aug 26 • 
Frank Wang
15
Is it ok to miss a security incident?
An interesting thought experiment
Aug 19 • 
Frank Wang
5
Palo Alto Networks Acquiring CyberArk: Offense or Defense?
It's boring, and it only makes sense as a means to an end
Aug 5 • 
Frank Wang
11

July 2025

Security is splitting: Three Acquisitions, Three Different Realities
Cursor, Palo Alto Networks, and Datadog all have different bets on where the market is going (and how fast).
Jul 29 • 
Frank Wang
7
The new threat model for AI
It's not about leaks anymore
Jul 16 • 
Frank Wang
12
Software engineering for security: Performance Tradeoffs
A primer on how to get context about performance so that you can better communicate risk
Jul 10 • 
Frank Wang
7
Why security has become easier
A follow-up
Jul 2 • 
Frank Wang
8
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