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Matt Suiche

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2026-03-12
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2026-03-12
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  1. Data centers on memory and AI in general, you know, like we are going to, on one side, we're going towards the cost of tokens and inference going down. But that may also bring the cost up. So if you're going to use AI for your next generation walls, but if your enemy can just increase your cost of token and insurance, what does that even mean? Do you even need AI in the first place? Is it even relevant? I think these are asymmetric warfare that's going to happen that we really haven't seen yet. And I think that's going to be really interesting. But the same time, there's so much noise and so much. So many things happening at once that it's becoming extremely hard to focus and just extract what's really relevant.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  2. I think now in that particular space, Because I'm one of those people who think it's related to the Epstein files, you know, like it's just more about getting more Epstein files related stuff to see if there is more connections to it. So I think that would be the only thing that would kind of be digital that will spike my interest because now we have seen just those old drones can do like so much damage and that Iran demonstrated that they can be really precise with the attacks. So now I think it's more about seeing like which direction it's going to go to and how long it's going to last, which is the big question mark because there's so many other components like the energy sector. We have seen the price of memory increasing a lot. So now if they're starting to block the Detroit of Ormuz, you know, like what's going to happen to the cost of

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  3. I mean, it's a good point, you know, like Orthos AI companies that are recording all the prompts. God knows if they are keeping it, if there is retention around it, you know, like we know the OpenAI is keeping them, you know, like they can get Supony. Is this how you pronounce it? So, who knows? In years from now, if there's full on autonomous Robots managed by the Department of War because they think it's lawful.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  4. Yeah, because it's the equivalent of a negative reward, like just positive reward. If it does something, you say, okay, that's great. That's exactly what I tried to explain. Then it's like, okay, like. That's like a reference point was like if it starts to go on a tangent, you just say, Oh, that's completely out of the line, redo this. Like, why are you doing this? The more explicit you are, The better it's going to understand how far it is from the requirement. I just have to get better.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  5. Yeah, it's pretty good. And even when it's bad, you just tell it okay, like this is bad, you know, like just do it better, you know? Like if you're using negative rewards, you know, if you say, okay, like this piece of code is garbage, you know, it's going to understand better because you kind of give like a strong emotion. Whereas like if you say, oh, it's okay, you just be like, okay, like whatever, if it's okay, it means it's passing like the... The adequate test. Okay, that's Gare Bage, you write it and I.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  6. Situation where, like, who would have no idea of it because you're always gonna have like people who are pretty good reverse engineers, but at the same time, you're also going to have your AI assistant who's gonna help you to reverse engineer those things. So in a way, even if it happens, like you are not alone with your red ball and your lap. I know AI agents, we're all gonna have AI agents. So that's also the reality of things. So we're far from just like the clippy plugin that we used to have in Microsoft Office. You can have these CLI interface where just give commands. Yeah. And then let that into like, okay, I understand what I need to do. And that's it.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  7. Well, if you think about it, it's not that much different from voice to text. In that sense, and at the end of the day, just like bits like being transferred. Because even whenever you connect on a web page, you write it in text, but behind is just bytes.bing exchange. So agents still need to agree on the protocol that they're going to use and not necessarily an encryption format, but an encoding format. So once you know what it is, it just becomes like a reverse engineering problem or like a forensic problem where you're just like, okay, like this is what's being used when those packets are being sent, you know, let me just decrypt it once you know the protocol, you know, like that's, so I don't think we're gonna end up in.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  8. Yeah, I mean, I think what we're going to stop with is humans, like us, are going to move towards creating Markdown files as a programming language so everything is just going to be like normal language. But for the machine itself, obviously, yeah, I remember that video.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  9. Because there's already someone who's doing the integration for that, kind of like as a programmatic API marketplace, but the integration now is much easier. And especially if you trust it, because now what we have seen also is like whenever you use Autos tools, they make you install like MCPs, but more and more people are moving away from MCPs. They're just using skills because, like you just said, we start to spend more time into the terminal. The terminal and anything that CLI is becoming like a natural interface for agents, even for humans, because you don't need to try to understand those fancy UI on UX. You just say like, okay, I want to do ABC. Just do that. So I think it just makes more sense to have this interface for it and like, like you said, otherwise it's just like it becomes too complicated.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  10. Cloud for desktop or like ChatGPT doing web searches. And that's just them looking on the internet, doing like a Google search, et cetera. But that's still not giving you access to the actual relevant data that you would need where, for instance, you would have those API keys and stuff. So the level after that is basically access to private information. So when private information, usually the one that's valuable, like in the case of Bloomberg, for instance, Bloomberg has a lot of extremely valuable information, but you can only have access to it through the terminal once you have the subscription or like any SaaS services. If you think of like SaaS platform as just like some fancy UI where you can browse the database, but the data that's valuable is just in the database directly. So if you have access to those APIs and we not have to create like one million subscriptions left and right.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  11. You're completely right. See, I told you a famous vibe codon. But the US case you're describing now is makes entire sense. That's why we position ourselves kind of as a trusted provider where Instead of having to go everywhere to get data, you know, you have this single point and you need access, a bit like OpenRouter for AI models, but for data providers. Because if you think about it, when you use cloud now in your terminal, like. The level one is basically you asking the model itself for information, but as we know, the model may be like a few months old and doesn't have access to all the information. So the second level is the agent like Lord God or.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  12. Yeah, no, I think you're raising some really good points. We need to talk after. You can be our design partner, you know? Yeah, I'll be okay.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  13. To be like an infrastructure layer, you can have this built in security to make sure that the data you give back or the access for the interface that you define is actually secure. Because even if you look at OpenClaw, for instance, one of the top skill was malware. So people are just living in this Wild West, but they just run everything. So it's us anticipating that enterprise is going to look very different and they won't just run like anything they find online.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  14. So we think you have issues like entropic or open AI just scrapping internet and using public internet. So you may as well find ways of charging bots or agents for your data. So at least you can have this new revenue unlock that's going to emerge into this new economy. Because I think a lot of the traditional economic model, like for instance we said with SaaS are going to be disrupted a lot. So there is a completely new market around how people are going to consume data. And I think people would just be ready to pay more to have high quality data because the more noise there is, the more you want to make sure that the data you have access to is going to be valuable and real. So yeah, even from a security standpoint,

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  15. Yeah, I mean, like, even if you look at the author of cloud code, he said they didn't write codes since November. So, like a lot of people are like this, even us internally, we definitely use CloudCode a lot. But if software is going to zero, what's left in terms of the internet layers? So our conclusion is that data The only thing that's going to be timeless in the AI economy, so building a layer for that, especially nowadays innovations around payments and stablecoin that you can use to actually pay anything online.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  16. Sure. I mean, like I was saying, I think now we've anything that's authentic, building software, which is the main use case so far for AI Going to make software like going to zero. So the cost of building software is going to.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  17. Obviously, like very exciting and it feels like a lot of it is very different from before. But we don't really have any evidence of how it's really helping in national security. I know it's been helping people who have been analyzing Epstein's emails because there's a lot of data and that makes it faster. But in terms of real use case, I don't think it feels like the current world is very different than before, but there's so much noise and so much slop all over that in a way it is pretty similar. I don't know if that makes sense.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  18. Really, like scared of it and scandalized by it and pushed back and people really cared about privacy was like now we're entering in a new arc where very few people care about privacy, where you see the sea of entropy being asked why he refused to work with the US government and he says, well, they wanted to do a domestic surveillance program. So that's against or like safety chart. So there's this whole aspect of people's relationship with data, which I guess is very different in terms of software, obviously, like now you can write more things. Anyone can write anything. But I think we are still in this weird adequate software phase where We know what AI can do. But it cannot really do anything more, anything less yet. We still haven't seen the actual use case for it.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  19. Yeah, mid 2000. Well, I would say what has changed is back, even without going through the 2000s, like back in the Snowden days when the global surveillance program was being exposed, like a lot of people were...

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  20. Which is probably the divorce thing you can do. And if you're an enterprise, as you can imagine, if you just give all permissions to an agent, it just becomes Murphy's laws. If something bad can happen because you gave it access to, it will happen. So you're going to see more data leaks for sure because there is no safety by design in those architectures or those agents, which is in terms of vulnerabilities and exposure would be very similar to what we have seen over the last 10, 20 years. But, you know, if people are ignoring what has been done in terms of software security for the last 20 years, that's why we're going to have a lot of problems. And I think we're probably going to start to see people, especially in enterprise, like pushing back a lot because this compliance that needs to be answered to. So you cannot just give like.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  21. Enterprise security standpoint, it is pretty much the same thing in the sense of If you're building software, you cannot just really patch software afterwards and stuff because it never ends. Security must be built in and you need to have a safe design from the beginning. What we have seen now is like whenever people do something agentic, they just give like all permissions up front.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  22. My view of an AI agent, and I like to remind people what an AI agent actually is, at the moment most of AI agent is just a piece of code usually written in Python or in TypeScript that's just doing a bunch of calls to entropic OpenAI and running in a loop and taking decisions and calling third-party tools, like MCPs or web searches. That's mostly what an AI agent is. We tend to think of AI agent as a completely different persona, but at the end of the day, it is just a piece of software that's running as a service on a machine or on a server. A security standpoint, which is pretty interesting, it's just like another service or software. But people really like to think of it in another way.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  23. Detect decision on so definitely SaaS business are going to have a hard time because if anyone, including the Shopify CEO, can just rewrite an MRI software in one afternoon just to like look at his back MRIs, you can imagine how disruptive it's going to be like by the end of this year. I think the only thing we haven't seen yet is like enterprise AI agent. So far, I would say since Christmas, people are mostly still playing around trying to find a proper use case. We see a lot of consumer AI agent like Open glow that really made agents more mainstream, but we really haven't seen yet enterprise AI agent. So as everyone is kind of scared of being replaced for their jobs, we haven't really seen Development with shorter like timelines, but we haven't seen yet proper enterprise agents.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  24. So I'm definitely biased on that. But as someone who thinks the cost of software is going towards zero and as someone who is watching the software cost collapsing, one of the things that we realized is that data is the only durable asset in the AI economy. That's why we decided to work on DB, the current startup I'm working on. Because that's the only thing that's really going to have value long term if agents need something to transact or to take decisions on. Because even if you look in terms of in any context, if agents are designed to think autonomously, you need to have enough information to take those decisions whenever you're going to have your reasoning loops. So software itself, if you just build it, is pretty static. Whereas like the authentic feedback loops are more dynamic. But what changes is the context.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  25. If you can have to allocate budget for building a product, so you have most of the budget that's usually allocated for your software engineers to build the software, and then you do some code review afterwards to make sure there is no vulnerabilities before it gets released to the public. But security is risk is usually like pretty high. You cannot just rely on AI tools, at least not at the moment. Maybe in a year from now it's going to be possible. So it's going to be really interesting to see how it's going to do market shift because now with cloud code and as the famous vibe coder, Joe, I'm sure you know that. The cost of building software is approaching like zero if you just look on a timeline.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  26. Good question. So, like, we started to see people leveraging AI for bug discovery, which actually is becoming pretty good. I think even entropic published an article explaining how cloud can be used for discovery into smart contracts and how it found some bugs automatically. And I think even recently, there is something called... Cloud for security that was aiming at doing. Code assessment. But now we're entering into these interesting paradigm shift where the cost of software is going towards zero. So, if you're a company and if your cost of building software is becoming less and less, it's also hard to convince people that auditing software for security reasons is going to be more expensive than developing the actual software. So I think that's one of the shifts we're going to see.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  27. So, I would say the AI element would be the main difference. Even we start to see it now for exploit development or vulnerability discovery, but it's still too early to kind of give a definitive opinion about it. But overall, I would say it's very similar.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  28. My understanding is that now a lot of it is also outsourced because they cannot really develop as many capabilities internally. So now we have seen with entropy that it had been used in the Maduro operation. And then after that, there was a pearl out from entropic because they said it was violating their ethical like. Like policy, yeah, standards. I would say now something that's really changing very fast is the incorporation of AI into those decisions. But as we all know, AI can also hallucinate. So even Dario, the CEO of Entropics, said it's definitely not in a state where it can be used for fully autonomous decisions like that.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  29. An almost amount of money into offensive capabilities, but they also keep being burned by insiders. A lot of those capabilities also are as strong as the internal coercion.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  30. I mean, something that didn't really change over the last years in terms of capability. When we started to see more about the inside of capabilities from a government, including domestic mice surveillance, global surveillance, exploitation capabilities. And since then, every other year we have seen an history of data being leaked that belongs to the government. So in a way, things have been changing a lot, but not really much. Like most recently, there was a contractor from Elfry Aris that was sentenced to 87 months sentence because they happened to sell zero the exploits to a Russian broker. And that's actual exploit that belonged to the government because there was some sort of integrator. We see like nation states or like governments like the US investing like

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  31. That can go up to a multimillion dollar attacks. If you are really aiming at destructing things, the cost reward of using such an attack is really efficient. So you really enter into some sort of asymmetric conflict where you can just spend like some really old material and have way more impact than someone who's going to be cutting edge and just trying to impress with like capabilities because at the end of the day it does not really matter.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  32. Very good question. So I think one of the main takeaways that it has been extremely successful. So like we said before, like a Shahid drone is around $20,000 and they managed to shut down two of the zones of Amazon. Actually, even if you look at the official report from Amazon for like 36 hours, they were just saying, oh, some objects struck the data centers before they actually explicitly said they were drone strikes. So a lot of services that have been using them have been targeted. So from like local applications, from two banks, because in a data center, you are taking care of multiple different services. And even Versol had to reroute their data to Bombay and to exclude Middle East as deployment. So even if you take the cost of most of zero day exploits,

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  33. And that's becoming a lot of noise. But I would say that in this particular case, we have heard of the imminent threat of Iran for around 40 years. And that's also not really a new situation. So most of people would have context around it. And even for the attack that happened last weekend, many people were expecting them for weeks, especially as the continuation of what happened last summer.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  34. It's a good question because there's so much of it. So I think the default reaction is to ignore most of it unless it becomes really significant. In this case, I think it comes down to looking at the actual damage. Many people from the military world, but also the intelligence community has been underestimating Iran capabilities exactly like people used to do with North Korea. And now North Korea is some of the best hackers in the world when we see them like targeting financial institutions. Whereas before, they would not do much. So there is definitely internal capabilities that are available. But there is so much noise now, like you said, a lot of people are monitoring the situation, giving their quote-unquote overnight expert opinions.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  35. And now we're definitely entering in a stage where it's been extremely destructive. And I cannot remember the last time we've seen so many countries being targeted, which is pretty like a first, I would say, in terms of like a war climate.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  36. So far, we have seen an Israeli operation where one of the prayer app has been hijacked and some message was sent to the users. So it's more like to create confusion within people. Also, the traffic light operation to understand the position of some of the target, but it's more used for reconning. And in terms of destruction, we didn't see anything significant. Even the government itself of Iran shut down most of the Internet for a lot of the users. And a lot of what we see on social media is the usual disinformation and misinformation campaign, especially now with AI there is so much AI slope. with like the videos, the text, the bots, that's becoming pretty common now, even when there is no war. So it's not really impactful. So it's more like to create confusion than being actually destructive.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  37. And that created so much instability because multiple of the zones have been down. And I think two out of three. And the third one is still recovering days after because most of companies, either private companies or public companies, now relying on the cloud, which is something that was not really the case before. And once you have some software centralization in terms of dependence, you already Governments, AI companies, cloud companies do not really have $20,000 drones in their threat models, which is like something that's pretty new, but also confirms that kinetic wars can have more impact.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  38. Yeah, exactly. I mean, over the last 10, 15 years, we have seen some attacks, like cyber attacks against critical infrastructure. Iran targeted Aramco around 2012. We're just mostly like using what we call a wiper that was like a malware that was erasing the hard drive of most of the machines. And then we obviously have the case of Stuxnet a few years before where it was a joint Israeli-US operation against some of the nuclear centrals in Iran where some of the PLCs were targeted. But what we have seen over the weekend is some of the drones happen to target some of the Amazon data centers.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  39. To prepare an attack or to disorganize an enemy or create confusion. But as we have seen now, you can use drones that are like $20,000 and create more chaos that you would do with any sort of exploits.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source

  40. So, I've been in enterprise software for almost like 20 years, particularly cybersecurity. And my name appeared in a few of the different leagues because of various analysis that I've done of private information that was being leaked, but also a lot of attacks that happened that happened to target critical infrastructure over the last 10 years. And last time we were on the podcast, one of the things we talked about is those cyber really matter once you enter into a kinetic war, which is exactly what's happening now. And the main takeaway was once you start using missiles, most of these cyber elements are not really relevant because you would use cyber mostly to gather information and intelligence.

    2026-03-12 · Odd Lots · Legendary Hacker Matt Suiche on Cyberwar in the Age of AI · IDENTIFIED FROM THE TRANSCRIPT · source