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Mike Frantzen

Mike’s career spans the cyber spectrum: defense, offense, founding companies, to exploiting geo-asymmetries. In the 2000s he bet on automation, in 2013 that thesis became a company, in 2025 it was acquired to converge cyber with traditional warfare.

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PricingOnly free issuesPublishesDaily
Issues23Founded4 months agoLast Issue6 days ago
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Latest Issues

The Coming Collapse of the Software Monoculture

A friend made an observation after DARPA’s 2025 AI Cyber Challenge that has stuck with me.

His read was that almost everyone walked away thinking some version of: “AI is going to make my existing cyber tools better.” Better fuzzers. Better...

6 days ago

How Leaders Manufacture Luck

I have one of those stories in my CEO bag of tricks that I use whenever someone asked why we spend so much energy on small things. I’m still using it on sabbatical, so it is time to write it down.

There is a long-running argument in manage...

12 days ago
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Hardening the Substrate of AI Code

We are around an inflection point from where most software was written by humans to where most software is being written by AI. I believe that will create long term supply chain attack risks. Hear me out. The coding models of today have bee...

15 days ago
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Running AI Like a 200-Hacker Org

One of the conversations I keep having this year is how we all use AI. I used to run/lead/manage/cat-herd a ~200 person R&D organization, so I use AI like it’s an entire organization. I give it high-level strategic objectives, have it follo...

21 days ago

Cryptanalysis, Commoditized

TL;DR

While we’re in a tizzy about Mythos and future peer-models’ ability to dominate cyber via exploitation, frontier AI companies also have the compute on hand to crack 4% of the encrypted internet traffic flowing right now, and a muc...

23 days ago

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  • Mike Frantzen

    Mike’s career spans the cyber spectrum: defense, offense, founding companies, to exploiting geo-asymmetries. In the 2000s he bet on automation, in 2013 that thesis became a company, in 2025 it was acquired to converge cyber with traditional warfare.

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