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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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Latest Issues

Cyber’s Y2K Moment Is Coming on October 3, 2026

How long until Mythos-class offensive cyber capability stops being one company’s controlled program and proliferates to open-weight models any hacker can download off of hugging face?

That is the planning question. Not because a benchmark...

8 days ago

After The Mythos Moment

Anthropic’s April 7 announcement of Claude Mythos Preview has produced the expected doom cycle: AI is going to find all the bugs, defenders will drown in CVEs, and the security industry is staring into a “vulnpocalypse.”

The core fear is n...

13 days ago
1

AI Span of Control: A Lever Long Enough to Move the Middle [Management]

Give me a lever long enough and I can move the world.

I have been thinking about what single lever I would use to move a large incumbent organization into the AI age. Not a startup. Not a highly technical engineering team. A real instituti...

15 days ago

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...

21 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...

a month ago
2
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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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