Tim MalcomVetter says every major EDR runs a two-to-ten-minute ingestion delay, and that it hands attackers a head start no AI SOC can close. The fix, he argues, isn't more AI.
Tim ran a red team at Walmart, co-founded Wirespeed, and now runs incident response at Coalition, the cyber insurer that acquired it. That's a rare seat. He can tell you what a vulnerability actually costs, because his employer writes the check.
We get into why the most expensive way to do security is people, the second most expensive is AI, and the cheapest is the deterministic code nobody wants to build. Why Wirespeed, an "AI SOC," uses AI in fewer than 2% of its verdicts. The vendor that burned $5 in tokens deciding to look up an IP address, a job deterministic code does in 20 to 30 milliseconds. Why most CISOs couldn't name their cyber insurance carrier a year ago. And the week Coalition scanned more than 100,000 companies for React2Shell, found 20 web shells, and didn't see a single claim.
CHAPTERS
0:00 Cold open
0:50 Intro
2:27 Blue team first: how a defender became a red teamer
4:27 "We're not solving problems, we're just spending money"
6:57 The AI hype cycle is just relational databases again
8:52 People, AI, deterministic: the real cost hierarchy
10:17 "AI is not hard work. AI is cheating"
11:49 Founding Wirespeed and the race to the autonomous SOC
17:26 "I have to feel the shell": automating the red team
24:30 Mach 2.5 vs Mach 5: the air defense analogy
26:00 Usain Bolt's two-to-ten-minute head start
27:24 The Mexican government breach: one operator, one AI agent
33:12 $5 in tokens to decide it needed an IP enrichment
34:19 "Bring your own Claude license" and other red flags
37:06 Why a security founder ended up in insurance
39:52 Do you know who your cyber carrier is?
43:49 Brown bananas: how underwriting actually works
46:40 CrowdStrike's million-dollar policy
49:30 The IR retainer trap
53:22 React2Shell: 100,000 companies, zero claims
56:52 Custom code isn't where breaches come from
1:00:12 Identity, BEC and the $25M inbox
1:01:47 What's the next fad after AI?
ABOUT TIM Tim MalcomVetter started his career on defense before moving into offensive work, including running a corporate red team at Walmart. He co-founded Wirespeed, an automated detection and response platform that Coalition acquired in November 2025. Incident response at Coalition, roughly 1,500 cases a year, now rolls up to him. Wirespeed: https://wirespeed.co
Coalition: https://www.coalitioninc.com
Find Tim on LinkedIn.
ZeroSum is a podcast about what's actually happening in cybersecurity, not what the vendors say is happening. Practitioners, founders and operators, talking honestly about the work.