As concern over AI safety and rogue agents continue to make headlines, it’s no surprise that cybersecurity stocks are rising, or that investors are pouring massive amounts of capital into startups trying to build the next generation of security for an AI-native world. We’re even seeing companies like Instinct and Simile bring in nine-figure checks and valuations that wouldn’t have made sense a few years ago.

Shardul Shah, a partner at Index Ventures, has been investing in cybersecurity and enterprise software for nearly two decades. Now, he believes periodic, human-in-the-loop security can’t keep up anymore, and why Index continues investing in AI-native security companies at stages that once required much more proof.

The rise of AI poses new challenges for cybersecurity, with traditional models becoming obsolete. Investors are betting big on startups that can offer more dynamic and intelligent security solutions. The future of security might just be in the hands of machines.

Shardul Shah's insights are part of a broader conversation about the future of security in an AI-dominated world. As technology evolves, so must our defenses, and the stakes have never been higher.