Margin of Safety

Margin of Safety #38: The Best Enterprise Agents Probably Aren’t Fully Autonomous

Enterprise-ready agentic systems trade autonomy for control: scoped dependencies, human escalation, versioned behavior, and shared agent definitions…

Jan 7 • Kathryn Shih and Jimmy Park

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November 2025

Margin of Safety #37: Asymmetric Impact of AI on Cyber Offense and Defense

Does AI help attackers more or defenders more, and why?

Nov 18, 2025 • Kathryn Shih and Jimmy Park

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Margin of Safety #36: Quantum and Cryptography

Let's talk about post-quantum security

Nov 12, 2025 • Kathryn Shih and Jimmy Park

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Margin of Safety #35: OpenAI’s agentic security researcher 'Aardvark'

Aardvark gives OpenAI access to real-world, complex code reasoning signals. This helps OpenAI improve future models’ ability to understand, debug, and…

Nov 5, 2025 • Kathryn Shih and Jimmy Park

3

October 2025

Margin of Safety #34: Looking at China’s AI Playbook

China’s AI strategy is a high-speed experiment in central planning, blending top-down regulation with massive infrastructure and human capital

Oct 29, 2025 • Jimmy Park and Kathryn Shih

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Margin of Safety #33: Learning is Hard

Current AI models cannot safely "learn" in real-time and until they can, learning is more a liability than a leap forward

Oct 22, 2025 • Kathryn Shih and Jimmy Park

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Margin of Safety #32: Email Security & Awareness Training

Can email security and security awareness training vendors stop phishing turbocharged with AI?

Oct 15, 2025 • Kathryn Shih and Jimmy Park

1

Margin of Safety #31: So are you actually behind on AI agents?

There is a lot of agentic FOMO. We hope you are not pushed into panic building.

Oct 8, 2025 • Kathryn Shih and Jimmy Park

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Margin of Safety #30: Autonomous Remediation

We have seen several players here. Some of our thoughts below as there is some understandable confusion in the space.

Oct 1, 2025 • Kathryn Shih and Jimmy Park

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September 2025

Margin of Safety #29: Agents vs Microservices

Will agent security look like microservice security—or something new and different?

Sep 24, 2025 • Kathryn Shih and Jimmy Park

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Margin of Safety #28: AI and Entry-level Jobs

Can anyone accurately predict what AI will do to jobs?

Sep 10, 2025 • Kathryn Shih and Jimmy Park

1

Margin of Safety #27: AI and Malware

With AI, we expect a flood of malware variants that overwhelm signature-based defenses. Sci-fi scenarios like binaries with built-in reasoning or truly…

Sep 3, 2025 • Kathryn Shih and Jimmy Park

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