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AI Is Winning the Cyber Arms Race

Resilient Cyber · 2026-06-03 · 36 min

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Episode notes

For twenty years the security playbook started in the same place, find a vulnerability, prioritize it, and patch it. Doug Merritt, CEO of Aviatrix and former CEO of Splunk, thinks that playbook is quietly breaking, and his explanation has nothing to do with anyone being careless. The economics of offense changed underneath us, and most security programs are still funded as if they did not. Why this conversation matters Doug has sat in two seats that give this argument weight. At Splunk he evangelized detect and respond, and now at Aviatrix he is arguing that detect and respond, while still important, is no longer enough on its own. That is not a vendor pivot so much as an honest reading of the incentives, and it lands differently coming from someone who built a business on the previous era. If you are a practitioner watching AI rewrite the attacker's cost curve, or a leader trying to defend a prevention-heavy budget to a board, this conversation reframes where the money should actually go. Key takeaways Offense became a compute problem, and that is permanent. Finding and exploiting a vulnerability is a search task, and the cost per token has been deflating faster than Moore's Law.

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