marcin kleczynski

Both founder and host agree that even if all other AI progress stopped, code-generation models alone would change the world; Malwarebytes' head of engineering pushed for licenses a year ago and the founder saw ChatGPT write functional malware 18 months ago.

LLMs allow criminals to scrape every tidbit of personal data and generate perfectly crafted phishing emails from trusted contacts, driving autonomous attacks that trick victims into wiring money; consumers and businesses need new identity and data-removal defenses.

Many AI-native companies are raising at valuations assuming current hyper-growth persists, but demand is being pulled forward by infrastructure build-out; when the spigot turns, fringe players without real product-market fit will fail — similar to the SPAC cycle.

Investors were hyped in early AI deals just like early SPACs; companies now doing the same thing as early winners will find it hard to raise. Over-capitalization before product-market fit distorts hiring, salary baselines, culture, and creates pressure to grow into unrealistic valuations.