Can specialized security survive Daybreak and Mythos?

In this episode, we sit down with Lior Div, CEO of 7AI, at a moment when the ground is shifting under the entire security industry. With AI lowering the barrier to entry for attackers, supply chain compromises spreading at worm speed, and OpenAI and Anthropic racing to plant their flags in enterprise cyber defense, the pressure on defenders has never been more acute. We push Div on the hard stuff — whether agentic defense actually closes the asymmetry gap or just keeps pace with it, what Mini Shai-Hulud exposes about the blind spots in how we trust software, how the arrival of Daybreak and Glasswing changes the competitive landscape for pure-play security companies, and whether the industry is building toward genuine resilience or just faster reactions to inevitable breaches. Speaking in Mini Shai-Hulud, Greg talks about a whirlwind week of reporting that covered all the security incidents tied to the malware.