We’ve spent billions defending software. It’s time to protect execution
Cybersecurity has a fundamental blind spot. We spend enormous sums protecting software while the processor underneath it blindly executes whatever instructions it receives. That has to change. For the billions of embedded systems running cars, medical devices, industrial controllers, network equipment, and critical infrastructure, security needs an independent layer that can watch processors execute instructions.
The stakes are already visible. The United States recorded 3,322 reported data breaches in 2025, a record high. Cyberattacks accounted for 80% of them. These numbers do not tell us that every defense has failed, but they do tell us something important: adding more security products has not made the underlying problem disappear.
I have spent decades building technology, and one lesson keeps returning: when a system repeatedly fails in the same place, adding another layer around it is not necessarily progress. Sometimes you have to move the security boundary.
Today, that boundary is...
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