The Real AI Threat Is Two Dudes and a GPU with Damien Lewke, CEO & Founder of Nebulock

Cybersecurity stocks re-rated sharply after Mythos-era breach disclosures reframed AI as a spending catalyst, not a disruptive threat to vendors.

• Nebulok's thesis: Founder Damien Lewke built Nebulok in mid-2024 on the view that attackers will use AI to scale network compromise, offering 'hunt-first' detection across SIEM, MDR, AI SOC, and insider-threat/UEBA markets that are converging.
• Real threat is low-tech: Lewke argues the biggest risk isn't Frontier Lab misuse but "two dudes in a GPU" running open-weights models like DeepSeek with zero guardrails attacking any exposed IP interface.

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