
The Vulnpocalypse arrived early
Published: August 27, 2026
Duration: 35:17
NEA partner Aaron Jacobson put $250 million behind autonomous pen testing company Horizon3.ai on the bet that cybersecurity has entered an AI-versus-AI era — and he argues the "vulnpocalypse" defenders were warned about has already arrived, with AI-discovered vulnerabilities now the primary way attackers get into enterprises. He explains why overprovisioned AI agents are the new phishing target, since an agent with a user's credentials and no common sense can be prompt-injected into exfiltrating data a human would never touch. Jacobson also separates the open weights debate from the open source one, makes the case that cheap open competition ultimately favors de...