“Threat actors have taken the lead in this AI arms race we’re currently in. They’re using AI to move faster, hit more targets, and improve their return by being more precise.”
AI is “redrawing the entire economics of every stage” of the cybersecurity lifecycle, Omdia Chief Analyst Matthew Ball asserted (see more here).
But the channel’s share of the cybersecurity market is rising as it becomes more complex, Ball added.

With every AI deployment expanding the attack surface, the opportunity for partners to provide advisory services will increase, he counselled. AI also requires more accountability, sparking an opportunity around governance services such as VCISO, he added, although falling costs will see margins of detect and react services come under pressure, Ball added.
The recent restrictions placed on Anthropic’s most-powerful models show defenders can’t assume they’ll have access to the latest AI tools to help them win the arms race, Ball said.
“Right now, the advantage really does sit with the threat actors,” he said.
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