Zortix matched this thesis to Cybersecurity ETFs as one way for retail investors to get exposure. Not a recommendation.
Cybersecurity spend must rise post-Mythos
The case was made that the reaction of cybersecurity stocks falling was illogical, as the increased offensive capability from models like Mythos will necessitate greater investment in defensive security.
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The story so far
DORMANT · 6 MENTIONS · 5 EPISODES · 5 SHOWS
9 APR 2026 — 16 APR 2026
1 CHALLENGE · 2 REPEAT · 3 MENTIONED
- REAL VISION DAILY BRIEFING
- BARRON'S STREETWISE
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- THE POMP PODCAST
- THE TWENTY MINUTE VC · 2 MENTIONS
- Mythos as a cybersecurity machine gun
- Cybersecurity spend must rise post-Mythos · THIS IDEA · CHALLENGES
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD