Positions

What to do, why, and when.

Phronia's public positions on the technology market. Essays and frameworks for the leaders making the decisions that matter.

AI readiness

AI Is Not Software. It's Another Intern.

Your model didn't fail you. Your specs did.

Cybersecurity

Black October: Take the Black Monday Advice

Suppose I told you, before the crash, exactly how the market would fall and exactly how bad it would get. Then Black Monday arrived and it went the way I said.

AI readiness

It's Not the Helicopter's Fault

Your agents didn't fail. Your organization did, in the same five places it was already failing.

AI readiness

Replaceable Is a Boolean. Fungible Is a Measurement.

Disclosure: I use Claude every day. This piece is not about Anthropic being risky.

AI readiness

Tech Has No Coast Guard

Two AI-adjacent supply chain breaches in three days. Both targeted developer tooling credentials.

AI readiness

The Boxes The Budget Built

The casting call is already going out. Lapsus$ posted Mercor on its leak site on April 4 with 4 terabytes of contractor onboarding data, and somebody is going to play the security leader who walks out of HR with a banker's box.

Identity

The CVE You Can't Patch

On Wednesday, Microsoft disclosed CVE-2026-69836, an unauthenticated remote code execution flaw in Entra ID with a CVSS score of 10.0. Exploited in the wild.

AI readiness

The HOA Has Been Sending You Letters for Years

On August 18, the NSA, CISA, the FBI, the Department of Energy, and the EPA put their names on the same document. Five agencies.

AI readiness

The Token Cap Is Not a Strategy

What Uber's AI budget actually tells you, and why the fix everyone applauded is the wrong one.

Cybersecurity

You Bought Temu Cybersecurity

I've been told no on a patch window more times than I can count. The answers are always reasonable, and they're always some version of the same thing.

AI readiness

You Can Build It. That Was Never the Question.

Thirty-two percent of organizations decided against buying at least one software product or feature this year because they believed they could build it in house with agentic coding tools. That's from McKinsey's 2026 State of AI survey, which also found large enterprises scaling AI agents jumped from

AI readiness

You Can't Eat the Sacred Cow

We love telling each other not to eat the elephant all at once. Good advice, mostly useless, because it assumes you're allowed to take a bite.

AI readiness

You Said No Hitting, So I Kicked Instead

A ransomware operator spent six weeks this spring running Cursor's AI agent inside other people's networks. Ten targets between April 8 and May 21.

Future of work

Is Now the Age of the Generalist?

When AI makes every answer nearly free, the scarce skill becomes knowing which question to ask first.

Enterprise resilience

The Code Is the New Data. Nobody Is Recovering It Right.

Your backup strategy almost certainly doesn't cover what your AI coding tools are doing in your repos.

Enterprise resilience

Your Partner Is Running the Play. Are You Sure They Know the Playbook?

When a partner shows up with a maturity assessment, every answer maps to what they sell.

Enterprise resilience

AI Is a Hacker Superpower. Your Recovery Strategy Is Not Ready.

If AI makes attackers faster and more adaptive, your ability to recover matters more than your ability to prevent.

Enterprise resilience

Backup Is Bullshit. Recovery Is Everything.

We built an entire industry around the wrong word.

Enterprise resilience

Immutability Has an Expiration Date

Immutability is a property of the data. It says nothing about the system that holds it.

Enterprise resilience

Trust Is a Contract. Where's Yours?

When a vendor says data trust, ask them to define it in writing or treat the term as marketing.

Enterprise resilience

Your Identity Was Compromised. The Question Is When.

If ransomware hit you, your identity system was serving the attacker long before the ransom note.

AI readiness

Why Your Intelligence Function Will Fail Faster Than Ever

AI captures the polite nod with perfect fidelity, and a polite nod is not signal.

AI readiness

Stop Debating Mythos. Start Defending Against It.

Whether the dangerous model is real or a hoax, the work in front of you is identical, so do it before you become a headline.

AI readiness

AI Amplifies Everything. Including Your Bad Security.

AI doesn't change which drivers are bad. It hands them faster cars and takes the governor off.

Cybersecurity

The NVD Isn't Under-Funded. It's a Broken System.

The world let one US federal agency hold infrastructure critical to the entire internet and never planned for the day the politics moved.

AI readiness

The AI Penalty Box

Gartner isn't measuring agentic AI, it's measuring what most CIOs are doing wrong.

Identity

Your AI Agents Aren't NHIs. They're NDIs. And We Did This to Ourselves.

An AI agent is a new category of principal, and naming it wrong is how you govern it wrong.

AI readiness

The 29% Aren't Sabotaging Your AI. Your Program Has No Clothes.

The survey said the workers were sabotaging AI. It also said the executives knew the program was theater. Read the numbers together.

Cybersecurity

The Top Three Beats the Top Ten Thousand

Exposure management only works when you respect the people who actually fix things.

AI readiness

Production Avoidance Is Killing Your AI Strategy

Your pilot didn't fail. You don't know how to operate it, so it never shipped.

AI readiness

Replaceability Is the Most Important Thing You're Not Designing For

In a market where models change weekly and prices change monthly, the cheapest insurance you can buy is the ability to swap any component out.

AI readiness

Stop Counting Blinks

Saving a thousand people five minutes a day saves nothing you can measure or defend.

AI readiness

The Determinism Trap

Your AI gives the same wrong answer every time because you engineered the reasoning out of it.

AI readiness

The Governance Bill Comes Due

Your chatbot is ordering Big Macs and writing Python, and nobody owns the part of the program that was supposed to stop it.

Cybersecurity

It's Always DNS. NIST Finally Agrees. The Vendors Heard Something Else.

NIST finally treats DNS as a control surface and the marketing machine instantly turned a measured reframe into a seven-figure religion.

Cybersecurity

Block the AI Browsers

AI interprets everything as potential instruction, and that is exactly what an attacker needs.

Cybersecurity

CISO Liability: Six Traps That Destroy Security Leaders

CISOs don't fall because of the breach. They fall because of what they said about it, and what they never wrote down.

Cybersecurity

CISO Liability: The First Head on a Pike That Wasn't

The SEC dropping the SolarWinds case against its CISO wasn't a victory for security leaders. It was a warning.

Cybersecurity

CISO Liability: Your Survival Contract

Competence protects the company. Contracts protect you. Build the survival contract before the breach, not after.

Enterprise tech

DataOps Isn't Real

Anything with "Ops" in the name needs an operating model to be real, and DataOps doesn't have one.

Identity

The Evolution of Identity: How Shadow IT Became Shadow AI

Your access model was built for static, human identity, and that assumption is now dangerously wrong.

AI readiness

Stop Boiling the Ocean

Fix the data your next AI use case needs, learn what it teaches you, and let the business decide where to invest from there.

Cybersecurity

Stop Doing Everything, Start Doing What Matters

Security is not about doing everything, it is about doing the right things well.

Enterprise tech

Storage Companies Playing Dress-Up

Calling yourself AI infrastructure because you store the data AI uses is like calling yourself a chef because you own a refrigerator.

Cybersecurity

The 128-Bit Reality

Most companies selling post-quantum encryption are selling fear of a future problem to fund their present valuations.

AI readiness

The Agentic AI Pretenders

2026 is the year the market finally learns to tell the experts from the snake oil.

Future of work

The Curiosity Test

The only employee metric that matters in an AI world is the one your competency frameworks don't measure.

Enterprise tech

The Integrated Stack Trap

Why fungibility beats convergence in 2026.

Future of work

The Layoff Excuse

AI is not the reason companies are cutting headcount, it is the cover story they were waiting for.

Cybersecurity

The Supply Chain Crisis Nobody's Preparing For

SOC 2 certifies that a vendor can run code securely. It says nothing about whether the code is secure.

Identity

Who Owns Your Face?

Identity ownership is the defining battle of 2026 and almost nobody is talking about who actually owns the thing being faked.

Cybersecurity

The FCC Just Made America Less Safe

Rolling back telco cybersecurity rules after the largest telecom breach in history is regulatory capture in its purest form.

Cybersecurity

CTEM, Breaking Through the Hype

Continuous Threat Exposure Management offers real value, but only if you cut through the marketing and demand proof.

Cybersecurity

The EU AI Act. This Is Why We Can't Have Nice Things

The bad actors made AI feel invasive, and now everyone operates under stricter rules.

Identity

Apple's AI Privacy Strategy

Privacy as a fundamental human right is not a constraint on AI innovation, it's a competitive moat.