Tomasz Tunguz · 26 October 2026 · Investment Thesis

The Third Product-Market Fit in AI

Tomasz Tunguz, MD @ Theory

AI's first two product-market fits were coding and customer support; security is emerging as the third, with AI automating SOC triage, threat analysis, penetration testing, and vulnerability ranking across a $175B market entering a high-token-consumption phase.

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Topics: Cybersecurity · AI (Horizontal)

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