The old cybersecurity model is breaking

旧有的网络安全模式正在崩塌

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. 随着对人工智能安全和流氓智能体（rogue agents）的担忧不断登上头条，网络安全股上涨也就不足为奇了。投资者们正投入巨额资金，支持那些致力于为“人工智能原生”世界构建下一代安全技术的初创公司。

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. 我们甚至看到像 Instinct 和 Simile 这样的公司获得了九位数的融资，其估值在几年前是完全无法想象的。

With a front row seat to it all is Shardul Shah, a partner at Index Ventures who’s spent nearly two decades investing in cybersecurity and enterprise software — including six consecutive rounds in cloud security startup Wiz, which Google acquired for $32 billion earlier this year in one of its largest acquisitions ever. Index Ventures 的合伙人 Shardul Shah 对这一切有着最直观的观察。他在网络安全和企业软件领域深耕近二十年，包括连续六轮投资云安全初创公司 Wiz。今年早些时候，谷歌以 320 亿美元收购了 Wiz，这也是谷歌有史以来规模最大的收购案之一。

On this episode of TechCrunch’s Equity podcast, Shah joins Rebecca Bellan to break down why he thinks 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. 在本期 TechCrunch 的《Equity》播客中，Shah 与 Rebecca Bellan 一起探讨了他为何认为周期性的、人工参与的安全模式已无法跟上时代，以及为何 Index 依然愿意在早期阶段就投资那些人工智能原生安全公司——尽管这些阶段在过去通常需要更多的业绩证明。