Podcast Episode 65

Episode 065 29 min

Yaron Singer, Cisco: The hard truth about deploying AI today

with Yaron Singer · Cisco

0:00 / 29:00

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Episode 65 of The Security Podcast of Silicon Valley. Hosts Jon McLachlan and Sasha Sinkevich, co-founders of YSecurity, talk with Yaron Singer, co-founder and chief executive of Robust Intelligence, which Cisco acquired in 2024, and at the time of recording a vice president of AI and security at Cisco. Yaron explains how his research at Harvard on why machine learning breaks under very small changes became a company, the two axioms Robust Intelligence started from, why he thinks of AI security as enabling companies to move faster rather than as selling security, why the biggest bottleneck in deploying AI was never an engineering problem, and why, by his reading of the surveys, seventy to eighty percent of organizations name security and privacy as the biggest problem. He tells the story of a seven-figure contract that arrived at the company holiday party after a board meeting that said it never would, explains why a product with many personas has to find the GCD between them, names the academics and engineering leaders he learned from, predicts that cybersecurity products won't exist in their current form in three or four years, and says AI will be synonymous with software within two. Published March 26, 2025. About 29 minutes.

Episode notes

Everyone’s building AI. Few know how to deploy it safely. Yaron Singer, co-founder of Robust Intelligence (acquired by Cisco), reveals what’s really blocking AI from scaling—and why trust, not tech, is the biggest barrier. A must-listen for any founder navigating the AI wave.

Hosted by Jon McLachlan and Sasha Sinkevich — co-founders of YSecurity.

The deep dive

The bottleneck was never engineering

Yaron Singer spent ten years at Harvard studying why machine learning breaks when you change it a little, then co-founded Robust Intelligence to sell what he calls not security but speed. He explains the two axioms the company started from, why so many AI projects stall in proof of concept for reasons that have nothing to do with the model, the seven-figure contract that arrived at the holiday party, the GCD between the people who build AI and the people who pay to secure it, and why he gave today's cybersecurity products three or four years. Here is the conversation with the public record beside it, what he built at Cisco and Splunk after the tape, the company he started in July 2026, and four tools to run against your own AI rollout.

The company in this episode sold AI security, and its founder says it never thought of itself as selling security at all.

“We think of ourselves as basically enabling organizations to move faster. So the model that we had was securing the AI transformation.”

Yaron Singer, at 7:17

Listen · Yaron on episode 65, from 8:28
About 29 seconds: not selling security, enabling speed, and the bottleneck that was never an engineering problem. The clip stops on its own. Read the full transcript.

Yaron Singer co-founded Robust Intelligence in 2019 with Kojin Oshiba, who had been his student at Harvard, and ran it as chief executive until Cisco bought it in 2024. When Sasha and I recorded this, he was a vice president of AI and security at Cisco, a few months after the acquisition closed, and he was careful about which hat he wore: “on this podcast I can’t speak on behalf of Cisco, so I’ll speak on behalf of my capacity at Robust Intelligence.” He spent ten years on the Harvard faculty, ending as the Gordon McKay Professor of Computer Science and Applied Mathematics, after a PhD at Berkeley and two years at Google. A note on where we sit: Robust Intelligence was a YSecurity client for its SOC 2 program, the case study is on our site, and Yaron’s words about that work are on our homepage. We published the episode on March 26, 2025, and the show notes were 44 words. This page is the rest of it: the two axioms, why very small changes break machine learning, what it means to sell speed, the bottleneck that was never engineering, security that is almost invisible, the GCD of three personas, a seven-figure holiday party, a ten-year problem, the shoulders he stands on, Robust Intelligence inside Cisco, three or four years to disruption, two and a half years into a post-ChatGPT world, and what Yaron did after we hit stop. There are four things to try along the way: a quiz, a scorecard for whether security is speeding up your AI rollout or slowing it down, a calculator for what the wait is costing you, and a timeline you can filter.

Two axioms and a blue ocean

I opened by reading Yaron’s résumé back to him, and he corrected one line of it, gently. The year at Microsoft wasn’t a job between Google and Harvard. “So during my time at Harvard, I actually spent a year and change in the Microsoft Research Lab, kind of working with friends and stuff.” His LinkedIn has it as a contract research scientist role from August 2016 to September 2017, working on robust machine learning, three years into his Harvard appointment (LinkedIn). He said he wanted “to be a little bit more precise,” which turned out to be the theme of the whole conversation.

The interest started before Harvard. At Bidwave, the startup he founded at Berkeley, and then at Google, he kept running into the same behavior: “machine learning is actually a very, very sensitive technology to, so very, very small changes can have like detrimental effects.” That mattered to him because he was designing algorithms on top of models, and an algorithm is only as steady as the model under it. So he made it his research. At Harvard, he said, his work “was really motivated by trying to understand the vulnerabilities of AI, its implications to algorithm design, and basically, you know, what would robust machine learning look like?” When Harvard granted him tenure in February 2020, the announcement described exactly that: work on the intersection of algorithms and machine learning, including machine learning that is robust to adversarial noise (Harvard SEAS).

Then the research became a company. “And then there came a time when it just felt like it would be more fulfilling to do this as a company than research.” He and Kojin Oshiba, “a student at Harvard that I worked with, and we wrote papers together,” created Robust Intelligence and moved to the West Coast. Harvard’s engineering school, reporting the company’s $14 million raise in October 2020, lists a third founder, Alexander Rilee, then a master’s and MBA student, and says the company “grew out of Singer’s work on adversarial machine learning” (Harvard SEAS). In December 2021 Tiger Global led a $30 million Series B, with Sequoia, Harpoon Venture Capital and Engineering Capital (SiliconANGLE).

Sasha asked for the moment they knew it was a business, and Yaron’s answer was refreshingly frank: they didn’t know what the product was. “We started with these sort of very generic statements and hypotheses.” What they had instead was two things they were sure of.

Listen · Yaron on episode 65, from 4:41
About 45 seconds: AI keeps growing, AI is vulnerable, and what those two axioms add up to. The clip stops on its own. Read the full transcript.

“So with that, there is no way that AI can continue on growing at any rate without having security solutions around it. So those two axioms together just told us like, you know, one way or another, there’s going to be this massive market for, you know, for AI security.”

Yaron Singer, at 4:12

It is a founder’s argument a mathematician would make. You don’t need to know what the product is if you can prove the market has to exist, and you don’t need to know when if both premises keep holding. “It was like very, very blue ocean,” he said, meaning a market with nobody in it yet. In 2019 that was true. By the time Cisco bought the company, plenty of others had found the same ocean, which is what happens when the axioms are right.

Three boxes joined by arrows: axiom one, AI keeps growing for decades, axiom two, its vulnerabilities are well known, and therefore, filled, a massive market for AI security. Below: when Robust Intelligence started there was no product yet, only very generic statements and hypotheses, and together the two axioms meant AI couldn't keep growing without security solutions around it, a market Yaron called very, very blue ocean.
Two statements they were sure of, and the product left to find. Yaron on episode 65 at 4:12.

Small changes, detrimental effects

“Very, very small changes can have like detrimental effects” is the shortest description of adversarial machine learning there is. A model that classifies an image or answers a question correctly can be pushed into a wrong or harmful answer by an input that differs only slightly from one it handles well. For a classifier, that might be a few pixels. For a language model, it is a reworded prompt, a role-play, a suffix that looks like noise, or an instruction hidden in a document the model was asked to summarize. The field got a shared vocabulary in January 2024, when NIST published its taxonomy of attacks and mitigations, Adversarial Machine Learning, NIST AI 100-2 E2023. Two of its four authors, Alie Fordyce and Hyrum Anderson, were from Robust Intelligence (NIST).

Five days before this episode aired, Harvard Magazine ran a profile of Yaron and asked him whether the vulnerabilities of AI could ever be fully solved. He said no, and explained why the work is never finished: “As the technology evolves, so too will the techniques used for adversarial attacks, hacking, and manipulating data.” He also claimed his team’s place in it: “We pioneered both the validation [techniques] and what we’re calling ‘guardrails’ for models” (Harvard Magazine).

March 21, 2025, five days before this episode: Harvard Magazine's interview with Yaron on how safe generative AI is and the guardrails he spent six years building, about nineteen minutes. Watch on YouTube.

The record of what his team found is the best argument that “validation” and “guardrails” belong in the same sentence. In June 2023, Robust Intelligence researchers showed that NVIDIA’s NeMo Guardrails, a framework built to keep chatbots on topic and away from sensitive data, could be talked past with prompt injection. In one test, telling the system to swap the letter “I” for “J” was enough to make it reveal personal data, and NVIDIA fixed one of the causes (The Decoder). In December 2023 the team published, with researchers at Yale, a method called Tree of Attacks with Pruning, which uses one language model to write jailbreak prompts against another, prunes the attempts that drift off topic, and refines the rest. It jailbroke GPT-4-Turbo and GPT-4o for more than 80 percent of the prompts it tried, and got past guardrails such as LlamaGuard (arXiv). Yaron is one of the seven authors.

One of the paper's authors, on the day it went up. Paul Kassianik shows up again at the end of this page, at Yaron's next company. View on X.

The paper landed on Hacker News the next day, and the first reply drew the conclusion a lot of people drew:

"I watched the latest Karpathy video, where he shows that you can create a prompt suffix that looks like jibberish, using an iterative approach. It looks like this technique will be impossible to defend against, because it discovers for an arbitrary string that causes the jailbreak."

verdverm, on Hacker News, December 2023

Yaron’s answer to that worry is the same one he gave Harvard Magazine. Impossible to defend once is the wrong frame. A model can be attacked by a machine in an afternoon, so it has to be tested by a machine every time it changes, and guarded while it runs. In January 2025, two months before this episode, the Cisco team that came out of Robust Intelligence ran exactly that kind of test against DeepSeek R1 and five other frontier models, with researchers from the University of Pennsylvania. On 50 prompts sampled from the HarmBench benchmark, “DeepSeek R1 exhibited a 100% attack success rate,” and “The total cost of this assessment was less than $50” (Cisco).

Six horizontal bars of attack success rate with automated jailbreaking on 50 HarmBench prompts: DeepSeek R1 100 percent, Llama 3.1 405B 96 percent, GPT-4o 86 percent, Gemini 1.5 Pro 64 percent, Claude 3.5 Sonnet 36 percent, and o1-preview 26 percent. Below: an algorithmic jailbreak run by machines, the approach Tree of Attacks showed in December 2023 with more than 80 percent of prompts jailbroken on GPT-4-Turbo and GPT-4o, and an assessment that cost less than $50, cheap enough to run on every model change.
The useful number is the cost. When a test costs less than $50, it can run on every model change.

The arithmetic explains why a guardrail is a rate rather than a wall. If a jailbreak gets through one time in a hundred, a hundred attempts are more likely than not to produce one success, and a thousand attempts almost certainly will. That doesn’t make guardrails useless. It means they work best next to rate limits, monitoring and validation that runs again whenever the model or the prompt changes, the pairing of validation and guardrails that Robust Intelligence built its product around.

Five horizontal bars for a jailbreak that works one time in a hundred: after 10 attempts the chance that at least one gets through is 10 percent, after 50 attempts 39 percent, after 100 attempts 63 percent, after 500 attempts 99 percent, and after 1,000 attempts more than 99.99 percent. Below: the chance after n attempts is one minus 0.99 to the power of n, so a guardrail is a rate, not a wall, and works with rate limits, monitoring and validation that runs again whenever the model or prompt changes.
Arithmetic, not research. Real attackers learn from each try, so the real curve is steeper.

Not selling security, selling speed

Sasha set up the central question of the episode: every chief executive wants to use the technology, so “how do you do it safely?” Yaron’s answer started with the pace. “It feels like very much like an arms race that is going, you know, at an unprecedented pace,” and the pressure falls not only on the companies building models but on every organization using them. Then he said the thing that, for me, is the reason to listen to this episode.

“One of the things that we realized is that we realized, you know, like we’re not really selling, or we don’t really think of ourselves as selling security. We think of ourselves as basically enabling organizations to move faster. So the model that we had was securing the AI transformation.”

Yaron Singer, at 7:17

The phrase “securing the AI transformation” was not new on our show. It was the title of a talk Yaron gave at EnCORE, posted in October 2024, and in January 2025 it became the headline of the press release in which Cisco unveiled its AI security product: “Cisco Unveils AI Defense to Secure the AI Transformation of Enterprises” (Cisco). When a founder’s framing survives an acquisition and ends up in the acquirer’s headline, it was probably the right framing.

Posted October 8, 2024: Yaron's talk at EnCORE, under the same title as the idea on this show, about fifty minutes. Watch on YouTube.

It is also the most useful sentence a security team can borrow. A security function that sees itself as the department of risk will measure itself by what it stopped. One that sees itself as the department of speed will measure itself by what it shipped safely, and the second one gets invited to the meeting earlier. Jeetu Patel, Cisco’s chief product officer, said the same thing in that January release: “Business and technology leaders can’t afford to sacrifice safety for speed when embracing AI.” Both halves of that sentence are the point.

The bottleneck was never engineering

Here is the observation that the rest of Yaron’s business was built on, and it is the line every AI program owner should tape to a monitor.

“So, what we identified is that for all these organizations, the biggest bottleneck in deploying AI was not an engineering problem.”

Yaron Singer, at 7:17

He was emphatic that generative AI is “very, very easy to deploy, very easy to use in ways that I never imagined that would be possible.” The engineering works. So why are so many organizations still in the proof of concept stage? His answer: “I think surveys show that it’s been seventy to eighty percent of the time what organizations say is that the biggest problem is security and privacy.” Some worried about the privacy of their data. His own customers worried about “security implications with having such a large attack surface.”

The record backs the range, with the usual caveat that every survey asks a slightly different question. KPMG’s March 2023 survey of 225 executives at US companies with at least a billion dollars in revenue had 81 percent naming cybersecurity and 78 percent naming data privacy as top concerns about generative AI (CFO Dive). Three years later the worry hadn’t gone away: KPMG’s March 2026 pulse found three quarters of senior leaders at large companies worried about the cybersecurity and privacy risks of AI tools (Cybersecurity Dive). Other surveys put the number lower: Forrester’s July 2023 survey called security and privacy the biggest barriers to adopting generative AI, named as top issues by 39 percent of enterprise AI decision-makers (CBTS), and K2view’s 2024 survey of 300 senior professionals building generative AI had 48 percent citing data security and privacy as roadblocks to deployment (K2view). And Cisco’s 2024 AI Readiness Index found that “only 29% of those surveyed feel fully equipped to detect and prevent unauthorized tampering with AI.”

Six horizontal bars. On the tape, dashed: security and privacy is the biggest problem organizations name, 70 to 80 percent. KPMG in March 2023: cybersecurity a top concern about generative AI, 81 percent, and data privacy, 78 percent. KPMG in March 2026: leaders worried about the cybersecurity and privacy risks of AI tools, 75 percent. K2view in July 2024: data security and privacy a roadblock to deployment, 48 percent. Forrester in July 2023: security and privacy named as top issues, 39 percent. Below: the surveys ask different people different questions, KPMG's is closest to Yaron's, and Cisco's 2024 AI Readiness Index found only 29 percent felt fully equipped to detect and prevent tampering with AI.
Different questions, different people, and security and privacy in every one of them.

If the bottleneck isn’t engineering, then adding engineers won’t clear it. What clears it is answering the security and privacy questions quickly and in a form the people asking will accept, which is a product, a process and a team, and which is why Yaron’s company described itself as selling speed. The calculator below puts a number on your own version of the wait.

Almost like invisible

The product goal Yaron described follows from the diagnosis. Build it “in a way that just, yeah, where people feel like kind of they can, security, safety is just automated, and just allows them to just like just move like really, really quickly with deploying the technology without having to think about it.” He went further, and said it was “the goal for every security company out there, especially when it comes to AI.”

“You know, it’s just to kind of like to be almost like invisible, right? Kinda like enable that deployment in a really seamless way.”

Yaron Singer, at 7:17

My contribution was an analogy from the protocol most people use without knowing it.

“A good analogy that comes to my mind is HTTPS. Essentially we are using TLS under the hood, but you don’t have to be involved in the key exchange. It’s there to do the right thing for you as the consumer of the interwebs.”

Jon McLachlan, at 10:34

Yaron agreed, and I still like the analogy, because it shows what invisible actually requires. TLS is invisible to the person reading a web page because a great deal of very visible work happened elsewhere: standards, certificate authorities, browser vendors, years of breaking and fixing. Invisible security is not less security. It is security that has been engineered until the person using it doesn’t have to make a decision. Deepak Dutt made the same case for authentication on episode 78, and it is the same design goal here: the safest path should be the easiest one.

The GCD of three personas

Sasha asked how much user experience matters when the person using a security product may know nothing about security. Yaron’s answer was about who the product is for, which in AI security is a harder question than it sounds.

“A lot of the questions that we would always have is: who is the buyer, who is the customer, who is the user, right?”

Yaron Singer, at 14:45

In Robust Intelligence’s case, the people deploying and using the product were the AI teams, and “oftentimes it’s the, the check comes from the, you know, security teams.” One product, several sets of stakeholders, each with a different idea of what good looks like.

Listen · Yaron on episode 65, from 15:25
About 20 seconds: a lot of stakeholders for a single product, and the GCD between them. The clip stops on its own. Read the full transcript.

“So what that means is it means you somehow have to find the GCD between all these different personas. You have to make it as simple as you can, right?”

Yaron Singer, at 14:45

Only a mathematician reaches for the greatest common divisor to describe product strategy, and it is exactly right. The GCD of a set of numbers is the largest number that divides all of them, the biggest thing they have in common. A product for three personas fails in two ways: as the union of everything each one wants, which is the complex product, or as the thing only one of them likes. The GCD is the largest experience all three can share. “Potentially, there’s a complex experience, right? Because there’s AI, there are endpoints, there’s this, there’s data,” and distilling that into “a really simple experience is something that we worked on quite a bit.”

Three boxes for the personas of one AI security product: the user, the AI team that deploys it, the buyer, the security team with the check, and the customer, the company that wants AI live. Arrows lead down from all three to one filled box, the greatest common divisor, one really simple experience all three can live with. Below: AI, endpoints, data and models in different formats could easily have made it complex, and distilling it into a simple product nearly cost Yaron his leadership team.
The largest thing all three have in common, not the sum of what each one wants.

It wasn’t free. “I will forever remember the time that like my leadership almost quit on me for, for like driving that, you know, that simplicity in the product.” The product was “headed towards becoming like a potentially a complex product,” and he decided to “make it a very simple, very simple product without compromising on any of the functionality of it.” He admitted the way it was done “was not the gentlest,” and said everyone took a deep breath, aligned, and saw the value. His closing line on the subject is the best sales pitch for simplicity I’ve heard: anyone who sees the validation product will “appreciate the simplicity of it. And if they can’t appreciate the simplicity of it, then they can maybe appreciate the fact they could have been a lot more complex.”

I told him I detected “strong remnants of like Steve Jobs energy,” and reached for a line I half remembered: “maybe it was Pascal, like an old mathematician,” who apologized for writing a long letter because he didn’t have time to write a short one. The record is kind to my memory. Blaise Pascal wrote it in the sixteenth of his Provincial Letters, published in 1657: “Je n’ai fait celle-ci plus longue que parce que je n’ai pas eu le loisir de la faire plus courte,” or, in Quote Investigator’s translation, “I have made this one longer only because I did not have the leisure to make it shorter.” Pascal wasn’t even the first. Quote Investigator found the same idea in Guez de Balzac in 1652 (Quote Investigator). Short takes longer, which is the whole point.

A seven-figure holiday party

My question about his proudest moment got the best story of the episode. It was 2022, early days for the company. Robust Intelligence had run a proof of concept with a very large customer, it had gone well, Yaron was close to the champions, and the deal was a seven-figure contract that mattered a great deal to a company that size. Then came the year-end board meeting.

“You know, we were in a board meeting kind of like to close the year, and then kinda like one of the board members was just like giving me hell for like, you know, oh, this is like never gonna close, and this and that, and you don’t have a deal, you this, that, and you know, and it’s like, you know, you sort of like take this abuse for like, you know, thirty minutes in the boardroom, and, you know, and you feel like an incompetent CEO”

Yaron Singer, at 12:11

Listen · Yaron on episode 65, from 13:25
About 34 seconds: the holiday party, the signed contract, and the email to the board. The clip stops on its own. Read the full transcript.

“And then we had a holiday party, and in the holiday party I get the email with the signed contract.” He thinks it was December 16th “or something like that.” He forwarded it to the board immediately: “Just want to let you know that, you know, hey, just a minor update. Not a big deal, but not a big deal.” And he was honest about why the story is sweet: “kind of like proving someone wrong at the same time kind of sweetens the whole deal.”

The lesson I take from it isn’t revenge. A board meeting is a forecast, and the scoreboard is the signature. A founder who is close to the champions, who knows the proof of concept went well and why, has better information than a board member reading a pipeline report, and the job in that room is to hold steady on the evidence. I said, “there’s no such thing as a success without first a little bit of struggle,” and Yaron quoted it back to me two minutes later, which is the nicest thing a guest can do.

A problem to love for ten years

I told Yaron he had been working on machine learning since long before it was the cool thing around the block. His answer was advice for anyone choosing what to build.

“If you’re going to be doing this, you should be thinking about doing this for like at least 10 years, right? You know, it better be something that you love, and it honestly just better be something that is like big and deep, right?”

Yaron Singer, at 11:09

A six-month roadmap is fine, as long as it sits inside “a 10-year vision,” which will “change like a gazillion times over.” When we spoke he had been at it for sixteen years, from Bidwave in 2009 through ten years at Harvard and five at Robust Intelligence, and sixteen months later he started another company on the same problem, this time using AI to defend rather than defending AI. “And I think AI security like happens to have that depth.” It does, and the next sections are the evidence.

The shoulders he stands on

Sasha asked about role models, and Yaron gave a longer answer than most guests do. I said so on the tape: usually there’s one, “like maybe two.” Here is who he named, with what the record says about each.

His advisor from grad school, “basically the father of computational complexity and algorithms,” is Christos Papadimitriou, who supervised Yaron’s PhD at Berkeley and wrote Computational Complexity, published by Addison-Wesley in 1994 and one of the field’s most widely used textbooks. He is now at Columbia (Wikipedia).

At Harvard, Leslie Valiant, “who won the Turing Award for basically the theory of machine learning.” The 2010 citation reads “For transformative contributions to the theory of computation,” starting with probably approximately correct learning (ACM). Cynthia Dwork, “who invented differential privacy,” with Frank McSherry, Kobbi Nissim and Adam Smith, in a paper that won the four of them the 2017 Gödel Prize, and who received the National Medal of Science in 2025 (Wikipedia). Boaz Barak, “one of the heroes of cryptography, who’s kind of like now spending some time at OpenAI,” which is accurate: the Gordon McKay Professor of Computer Science joined OpenAI’s alignment team in January 2024 (Wikipedia). He also once tweeted a jailbreak for GPT-4: talk to it in Morse code, which is Yaron’s whole field in one tweet. And Michael Mitzenmacher, who works on randomized algorithms, hashing and coding theory, and co-wrote Probability and Computing with Eli Upfal (Wikipedia).

From Google he named “this legendary kind of VP of engineering called Bill Coughran,” who joined Google in 2003 and, as its senior vice president of engineering, oversaw engineering for search, video, security and systems, then joined Sequoia Capital as a partner in 2011 (TechCrunch). “I was just, ended up being fortunate enough to have Bill as my seed investor from Sequoia.”

And at Cisco, the leaders he was learning from as an executive: “the person who ended up being my boss, she was on our board when we were Robust Intelligence,” Shailaja Shankar, who leads engineering for Cisco Security. Cisco’s own biography adds a small precision he would appreciate: she was a board observer for Robust Intelligence before the acquisition (Cisco), the kind of seat a corporate investor’s executive often takes, and Cisco Investments had put money into the company a couple of years before buying it (SiliconANGLE). Raj Chopra, Cisco’s SVP and chief product officer for security, and Jeetu Patel, “who’s now kind of chief product officer at Cisco,” the title on Cisco’s January 2025 release. “It’s been an amazing, amazing learning experience.” My reply, “We’re all connected,” was truer than I knew. A month after we published, the team Yaron built inside Cisco launched its first model, with a quote from Jeetu in the announcement.

A timeline of Yaron Singer's career in seven entries: Bidwave from 2009 to 2011, his first startup at Berkeley, where he first saw how sensitive machine learning is, a PhD in computer science at Berkeley in 2011 with Christos Papadimitriou, Google from 2011 to 2013 as its inaugural postdoctoral researcher, Harvard from 2013 to 2023, from assistant professor to Gordon McKay Professor, tenured in 2020, with a year at Microsoft, Robust Intelligence from 2019 to 2024 as co-founder and chief executive, filled, Splunk and Cisco from 2024 to 2026, where he founded and led Foundation AI, filled, and Frontier Security from July 2026, dashed.
Seventeen years on one problem, from both sides of it. From his LinkedIn, Wikipedia and Harvard SEAS.

Robust Intelligence, now AI Defense

Cisco announced its intent to acquire Robust Intelligence on August 26, 2024, in a post by Tom Gillis, who ran Cisco’s infrastructure and security group. The post quoted Yaron: “Security leaders need purpose-built solutions they can trust to keep up with the new paradigm of AI risk.” A month later Cisco added a line at the top: “We have completed the acquisition of Robust Intelligence. Welcome to Cisco!” (Cisco). Cisco didn’t disclose the price, and neither will we.

Four months after that, Cisco unveiled AI Defense. The release describes discovery of the AI applications in use across a company, validation of models with automated testing, including what it calls an AI-driven algorithmic red team, and runtime protection against threats such as prompt injection and sensitive data leakage, with enforcement at the network level. It was due to be available in March 2025, the month of this episode (Cisco). Hyrum Anderson, who came to Cisco with Robust Intelligence, said where it came from the day it was announced.

The equation in one line: the network's visibility plus the team's guardrails. View on X.

Sasha asked what was next, a few months into Cisco, and Yaron’s answer was about the platform. “When you’re thinking about AI applications, AI applications are everywhere and kind of different levels.” The advantage of doing AI security inside Cisco is that “Cisco is essentially the network, right?” so security can sit in the path of AI traffic instead of asking every team to install something. Jeetu’s line in the launch release said the same thing: “Fused into the fabric of the network.” Yaron also promised something specific: “you’re going to see more stuff coming out of our team.” The next section is what came out.

Three or four years

Sasha asked how cybersecurity would evolve in 2025, with all the talk of agents, and Yaron made the boldest prediction on the tape.

Listen · Yaron on episode 65, from 21:57
About 42 seconds: on the verge of massive disruption, three or four years, and why. The clip stops on its own. Read the full transcript.

“I personally think that cybersecurity as an industry is like on the verge of just like massive disruption. And I personally think that the, however we think of cybersecurity products and whatever we’re seeing, I think a lot of them are just not, I mean, they’re not going to exist in the way that they exist right now, in a matter of, I would say, like, I give it like three years, four years.”

Yaron Singer, at 21:54

His reasoning is worth more than the date. “Cybersecurity is a discipline that is unbelievably data rich,” and it needs “a lot of decision making on that data.” Many products “do a very good job at [querying] the data. They do a very good job at kind of giving access to data and presenting that data. But then ultimately, the decision is thrown on a team.” That handoff is the manual process, “a lot of humans, a lot of decision making,” and he believed the technology of early 2025, or something close to it, was already capable of automating a lot of it. So the products that win will be “really, really good at automation and decision making,” and “some companies will move fast enough and, you know, and lean into that change. Some won’t.”

Two rows of three boxes. Many security products today: query the data and give access to it, present it in dashboards and reports, and throw the decision on a team, dashed, by hand. In three or four years, in Yaron's forecast: query the same rich data, automate the decisions on it, filled, and today's products changed dramatically. Below: cybersecurity is unbelievably data rich and needs a lot of decisions, and some companies will lean into the change while some won't.
The handoff to a team is where he expected the change. He gave it three or four years from early 2025.

Nineteen months later, the most interesting evidence for the prediction is what Yaron did with it. The company he started in July 2026 builds AI for detection, where a great many of the decisions still get thrown on a team. It is a good sign when a founder bets his next company on what he told you on the record. The way I’d put the opportunity, and the way Yaron’s own work points: let the software carry the repetitive decisions, test it the way his teams tested models, and give people the decisions that need judgment and responsibility.

Two and a half years into a post-ChatGPT world

I asked whether AI had crossed the chasm, Geoffrey Moore’s 1991 name for the gap between early adopters and the pragmatic majority (Wikipedia), and Yaron shook his head before he answered. “I don’t think that we truly crossed the chasm, like, you know, as a society, I guess.” For AI security he thought the market was at its tipping point: organizations were comfortable with the technology, had use cases and knew how to use it, and “the biggest hurdles for, as we said, for adoption, like in the beginning of the conversation, are around the safety, security. I think those hurdles are now going away.”

He timed it with a phrase: “we are, let’s say, two, two and a half years into a post-ChatGPT world.” Earlier in the conversation he had dated that world from “November 2023, when everybody got exposed to generative AI capabilities,” and guessed the models then were “like GPT-2 or something.” The record puts the date a year earlier and the model a generation later. OpenAI launched ChatGPT on November 30, 2022, “fine-tuned from a model in the GPT-3.5 series” (OpenAI). That is the version of the story that makes his point better: about two years and four months from launch to the day we published, the leap in capability he found “difficult to kind of conceptualize” was real, and his “two and a half years” was right all along.

Then the prediction I hope we can replay in March 2027.

“Because I feel like in, maybe in two years, AI is going to be, you know, synonymous with software.”

Yaron Singer, at 24:40

He added that we’d be “reflecting on how handsome we used to look two years ago,” and “snickering about is the fact that we actually use the term AI.” With five months to go, I’ve started snickering.

What happened after the tape

Yaron promised “more stuff coming out of our team,” and a month later it came. At the RSA Conference on April 28, 2025, Cisco launched Foundation AI, the organization Yaron founded inside Cisco and Splunk, and its first model, Foundation-sec-8b, an open-weight, 8 billion parameter model for cybersecurity built on Llama 3.1 8B. Yaron wrote the launch post, which claims performance “comparable with models nearly 10x larger” on security benchmarks (Cisco).

Six weeks after this episode, the first of the "more stuff" Yaron promised. View on X.

Over the next year his blog posts on Cisco’s site trace the arc: a reasoning model in June 2025, an instruction-tuned model in August 2025, the first production deployment inside Cisco Duo in December 2025, and in January 2026 an open-weight security reasoning model (Cisco). In August 2025 he wrote the post that connects the whole story, from the term his first company coined to the model his second team built.

Back when we started Robust Intelligence (now part of Cisco), we coined the term “AI Firewall” to describe guardrails for AI models to prevent misuse, unsafe behavior, and protect from security vulnerabilities.

Fast forward to today: Baturay Saglam just published a great blog with extremely deep insights on models’ latent representations that allow building an AI Firewall powered by Foundation-Sec-8B, the open-weight cybersecurity model we’re building at Cisco Foundation AI.

The idea that started with protecting AI models has now evolved into using an AI model itself as the firewall which is open for the community to build on.

Yaron Singer · August 25, 2025
From a guardrail around a model to a model as the guardrail, in three paragraphs. View on LinkedIn.
A timeline of six entries. December 2021, an AI firewall that runs next to a model in production, at Robust Intelligence's Series B. December 2023, Tree of Attacks, automated jailbreaks that get past GPT-4-Turbo, GPT-4o and LlamaGuard. January 2025, Cisco AI Defense, with discovery, validation by an algorithmic red team and runtime protection. April 2025, Foundation-sec-8b, Cisco Foundation AI's open-weight security model. August 2025, an AI firewall built on Foundation-sec-8B-Instruct. July 2026, Frontier Security, Yaron's new company, dashed.
Five years of one idea, and the company that came after it.

In February 2026 he sat down for a short interview at Cisco Live EMEA, the conference he told us he’d be at.

February 12, 2026: Yaron at Cisco Live EMEA, about seven and a half minutes, five months before he left to start his next company. Watch on YouTube.

In July 2026 his LinkedIn changed. After two years as VP of AI and engineering at Splunk and Cisco Security, where he founded and led Foundation AI, he became chief executive of a new company (LinkedIn). Frontier Security calls itself “The AI foundation for cyber defense” and builds what it calls defensive superintelligence for enterprise detection (Frontier Security). Fortune’s profile lists it in Menlo Park, founded in 2026, with $55 million in funding from Lightspeed Venture Partners, Greycroft and Harpoon, the last of which also backed Robust Intelligence (Fortune). His first research post from the new company, at the end of July, made an argument straight out of this episode, about what defense actually needs: “For defensive security however, like in SOC investigations, agentic solutions perform well not as a function of compute but rather disciplined tool use and operational precision.”

A week later his team published something that would have made a good episode on its own. While evaluating models for defensive security work in an environment built on the UK AI Security Institute’s tools, they watched Kimi K3, an open-weight model from Moonshot AI, probe its network, find that github.com resolved through an allowlist meant for package maintenance, clone the benchmark’s own repository and read the answers from disk. Their write-up, by Paul Kassianik and Yaron, calls it “a classic case of specification gaming via network egress leaks,” and its advice is one line every agent builder should keep: “Assume capable agents will find exposed paths” (Frontier Security). WIRED covered it, and Yaron told the magazine, “We found a leak in the sandbox,” and that Kimi “took advantage of that loophole” (Decrypt, Engadget). An August 8 update to the post clarified that the sandbox did not provide unrestricted internet access, which is the more useful lesson: the leak was in an allowlist someone had added on purpose.

The co-author of Tree of Attacks in 2023, at Yaron's new company in 2026, still testing what models do under pressure. View on X.

Happy DEF CON and Black Hat everyone. WIRED just covered a discovery our team recently made. In the process of evaluating models for defensive cybersecurity tasks, we discovered that that Kimi K3 found loopholes in the UK government’s AI Security Institute (AISI) evaluation sandbox to gain access into Github accounts and succeed in the evaluation by looking up the answers. Will Knight did a great job covering this in this article:

We also wrote a short blog post with more detail.

Huge shout out to Paul Kassianik and the rest of the team for this amazing work.

Yaron Singer · August 6, 2026
Yaron's own account, with the links to WIRED and the write-up in the original post. View on LinkedIn.

If that sounds familiar, it is the serious version of a satire we published at the end of September. Your Sandbox Is Adorable argues that testing beats confinement, and the Frontier finding makes the same point without the jokes: a sandbox matters less than knowing, from inside it, what it actually lets through.

On October 28, 2026, Yaron posted that Frontier Security had been named to the Fortune Cyber 60, the list Fortune presents with Lightspeed Venture Partners, as one of 20 companies in the early-stage group (Fortune). He thanked “the forward-looking security teams who trust Frontier Security’s defensive superintelligence to work alongside them as their first line of defense.” Nineteen months earlier, on our show, he said the products that win would be good at decisions, and gave the industry three or four years. He didn’t wait.

Did you catch it? A six-question quiz

Interactive · six questions

Did you catch it?

Six questions on what Yaron actually said, with the timestamp for each answer. The answers are under each question for anyone reading without JavaScript.

  1. What did Robust Intelligence start from, before it had a product?

    1. A signed contract with a bank
    2. Two axioms: AI keeps growing, and AI is vulnerable
    3. A government grant for AI safety

    b. "So those two axioms together just told us like, you know, one way or another, there's going to be this massive market for, you know, for AI security." Transcript, 4:12.

  2. What did Yaron say Robust Intelligence thought of itself as selling?

    1. Security
    2. Compliance
    3. Speed: enabling organizations to move faster

    c. "We think of ourselves as basically enabling organizations to move faster." Transcript, 7:17.

  3. What did he say is the biggest bottleneck in deploying AI?

    1. Not an engineering problem: security and privacy
    2. The cost of GPUs
    3. A shortage of AI engineers

    a. "the biggest bottleneck in deploying AI was not an engineering problem," and "the biggest problem is security and privacy." Transcript, 7:17.

  4. Where was Yaron when the seven-figure contract arrived?

    1. In the board meeting
    2. At the company holiday party
    3. On a flight to Boston

    b. "And then we had a holiday party, and in the holiday party I get the email with the signed contract." Transcript, 12:11.

  5. What did he say a product with many personas has to find?

    1. One persona to serve and ignore the rest
    2. Every feature each persona asks for
    3. The GCD between all of them

    c. "So what that means is it means you somehow have to find the GCD between all these different personas." Transcript, 14:45.

  6. How long did Yaron give today's cybersecurity products before they change dramatically?

    1. Three or four years
    2. Ten years
    3. Six months

    a. "I would say, like, I give it like three years, four years." Transcript, 21:54.

Is security speeding up your AI rollout?

Yaron’s test for an AI security program is whether it lets the company move faster. This scorecard asks eight questions about your own AI rollout, in the order the episode raises them, and tells you whether security is the bottleneck, in progress, or the fast lane.

Scorecard · eight questions

Is security speeding up your AI rollout?

Answer for the AI use cases you are trying to move from pilot to production right now. If two answers fit, pick the lower one.

  1. Do you know every AI application, model and agent in use across the company, sanctioned or not?

    • No, and some teams use personal accounts
    • The sanctioned ones, listed by hand
    • Yes, discovered continuously, including the ones nobody approved

    Discovery was the first thing Cisco's AI Defense release listed. You can't validate or guard what you haven't found.

  2. Before a model or AI feature ships, is it tested for jailbreaks, prompt injection and data leakage?

    • No, or only by trying a few prompts
    • A manual red team, once
    • Automated, algorithmic testing on every model and prompt change

    Tree of Attacks jailbroke GPT-4-Turbo and GPT-4o for more than 80 percent of the prompts it tried, automatically. The small changes section has the record.

  3. In production, is there a guardrail on what goes into and comes out of the model?

    • None
    • Only the model provider's built-in filters
    • Your own guardrail, an AI firewall with policies you set, tune and monitor

    A guardrail is a rate, not a wall, so watch it. The arithmetic of many attempts is above.

  4. What stops sensitive data from reaching a model?

    • Nothing, people paste what they need
    • A policy and training
    • Enforced checks that classify and redact or block sensitive data before it reaches a model

    Privacy of the data was the first worry Yaron's customers named.

  5. When the model, the prompt or the provider changes, what happens?

    • Nothing, it just ships
    • Someone retests when they remember
    • Validation reruns automatically, and the change waits on the result

    "very, very small changes can have like detrimental effects."

  6. Who owns AI security, between the teams that build AI and the team that secures it?

    • Nobody, or the security team alone
    • Shared, but unclear who decides
    • One simple workflow both sides agreed on, with a named owner

    The GCD between the personas. The GCD section explains it.

  7. How long does a new AI use case wait for a security and privacy review?

    • Months, or the answer is no
    • Weeks
    • Days, because most of the checks are automated

    The calculator below turns your answer into money.

  8. Can you show a customer how your AI is tested and guarded?

    • No
    • A policy document
    • Test results, guardrail policies and an inventory you can share

    Your buyers will ask. The ten questions they ask first, with one-sentence answers.

Security is the bottleneck

Your AI use cases are probably waiting on questions nobody can answer quickly: what's in use, whether it was tested, what stops data leaving. That is good news, because every one of those has a known answer. Start with discovery this week, then put an automated test on the next model change, so the review becomes a result instead of a meeting.

Security in progress

Some of the checks are automated and some still depend on a person remembering. Put validation on every change, give the guardrail an owner and a dashboard, and agree with the AI teams on one simple workflow, so the review time drops from weeks to days.

Security as the fast lane

You know what's in use, every change is tested automatically, a guardrail you own sits in production, and the review takes days. This is what Yaron meant by enabling organizations to move faster. Write it up so customers can check it, and keep testing, because the attacks keep changing.

What is the wait costing you?

If the bottleneck in deploying AI isn’t engineering, the cost of the bottleneck is the value of the use cases waiting on it. This calculator puts a number on yours: what the AI use cases waiting for a security and privacy review are worth while they wait, and how much of that comes back if automated validation and guardrails shorten the wait.

Calculator

What is the wait costing you?

The AI use cases waiting on a review, how long each waits, what one is worth a week in production, and how long the wait would be with automated checks.

–of value waiting today
–with automated checks
–back in the business
–use-case-weeks in production sooner

With 6 AI use cases waiting 12 weeks each for a security and privacy review, $720,000 of value sits waiting before anything ships. If automated validation and guardrails cut the wait to 2 weeks, the wait costs $120,000 instead, and $600,000 of value, 60 use-case-weeks, reaches the business sooner.

A use-case-week is one AI use case in production for one week. The value per week is yours to estimate, as revenue, hours saved or cost avoided, and the 6 use cases, 12 weeks, $10,000 a week and 2 weeks are placeholders, not research. The calculator counts only the delay, not the risk of shipping without checks, which is the reason the checks exist. Yaron's point is the direction: when the safety checks are automated, the review stops being the bottleneck.

From Bidwave to Frontier Security

Everything on this page sits on one timeline, from Yaron’s first startup to the list his new company made last week. Filter it by thread.

Timeline · 2009 to 2026

From Bidwave to Frontier Security

Filter by thread. Dates are from the public record except where marked as Yaron's own account on the tape.

  1. Bidwave

    His first startup, at Berkeley, where he first saw how sensitive machine learning is (LinkedIn).

  2. A PhD at Berkeley

    In computer science, advised by Christos Papadimitriou (Wikipedia).

  3. Google

    Its inaugural postdoctoral researcher, on the algorithms and optimization team (LinkedIn).

  4. Harvard

    Assistant professor of computer science (LinkedIn).

  5. Microsoft Research

    A year and change on robust machine learning, during his time at Harvard (LinkedIn).

  6. Robust Intelligence

    Founded with Kojin Oshiba (Harvard Magazine).

  7. Tenure

    Full professor with tenure at Harvard SEAS (Harvard SEAS).

  8. $14 million

    Harvard's engineering school reports the raise (Harvard SEAS).

  9. A $30 million Series B

    Led by Tiger Global, with an AI firewall in production (SiliconANGLE).

  10. ChatGPT

    Fine-tuned from a model in the GPT-3.5 series (OpenAI).

  11. The holiday party

    A seven-figure contract arrives by email, after a board meeting that said it never would.

  12. 81 percent

    KPMG's survey of large companies: cybersecurity a top concern about generative AI (CFO Dive).

  13. NeMo Guardrails

    Prompt injection gets past NVIDIA's guardrails (The Decoder).

  14. Tree of Attacks

    Automated jailbreaks for more than 80 percent of prompts (arXiv).

  15. A taxonomy from NIST

    Adversarial machine learning, with two Robust Intelligence authors (NIST).

  16. Cisco's intent to acquire

    Completed by September 24, 2024 (Cisco).

  17. AI Defense

    Discovery, validation and runtime protection, on sale in March (Cisco).

  18. DeepSeek R1, 100 percent

    Fifty HarmBench prompts, for less than $50 (Cisco).

  19. Episode 65 airs

    This conversation. "the biggest bottleneck in deploying AI was not an engineering problem."

  20. Foundation-sec-8b

    Cisco Foundation AI's first open-weight security model (Cisco).

  21. A model as the firewall

    From the term Robust coined to an AI firewall built on Foundation-sec-8B (LinkedIn).

  22. An open-weight reasoning model

    Foundation-sec-8B-Reasoning (Cisco).

  23. Frontier Security

    Yaron becomes chief executive of a new company (LinkedIn).

  24. Kimi K3 and the sandbox

    An allowlist leak, a cloned benchmark, and the answers read from disk (Frontier Security).

  25. The Fortune Cyber 60

    One of 20 early-stage companies (Fortune).

What to do this week

Four things, in the order Yaron’s argument suggests.

  1. Count what’s waiting. List every AI use case stuck in pilot, and next to each, the reason. If the reason is security or privacy, write down the specific question nobody has answered yet. That list is your bottleneck, and most of it is answerable.
  2. Automate the first test. Put an automated red-team pass, for jailbreaks, prompt injection and data leakage, on the next model or prompt change, and make the change wait on the result. Once it runs on every change, the review becomes a result instead of a meeting.
  3. Guard the path the data takes. Put a guardrail you own between the model and the people and data it touches, with policies you can tune and someone who watches what it catches. Treat it as a rate, not a wall.
  4. Find the GCD. Sit the AI team and the security team down and agree on one simple workflow, with a named owner and a target in days, not weeks. Then measure security the way Yaron did, by how fast the company ships AI it can stand behind.

Key takeaways

  1. Machine learning breaks on very small changes

    Yaron started noticing it at his first startup and at Google, and made it his research at Harvard: "very, very small changes can have like detrimental effects. And it means a lot when you're designing algorithms on top of machine learning models." Robust machine learning is the study of building models that don't.

  2. Two axioms made the market

    Robust Intelligence started without a product, from two statements: AI will keep growing exponentially for decades, and its vulnerabilities are well understood. "So with that, there is no way that AI can continue on growing at any rate without having security solutions around it." He called it "very, very blue ocean."

  3. AI security sells speed

    "We think of ourselves as basically enabling organizations to move faster. So the model that we had was securing the AI transformation." The customer isn't buying a lock, it is buying the ability to ship.

  4. The bottleneck was never engineering

    "the biggest bottleneck in deploying AI was not an engineering problem." Generative AI is easy to deploy and easy to use. What keeps it in proof of concept is the answer to the security and privacy questions.

  5. Seventy to eighty percent name security and privacy

    Yaron's reading of the surveys: "it's been seventy to eighty percent of the time what organizations say is that the biggest problem is security and privacy." KPMG's March 2023 survey of large companies had 81 percent naming cybersecurity and 78 percent data privacy as top concerns, and its March 2026 pulse still had three in four worried.

  6. The goal is security nobody has to think about

    "You know, it's just to kind of like to be almost like invisible, right? Kinda like enable that deployment in a really seamless way." Jon's analogy was HTTPS: TLS does the key exchange so the person on the web doesn't have to.

  7. Pick a problem you can love for ten years

    "If you're going to be doing this, you should be thinking about doing this for like at least 10 years, right?" A six-month roadmap is fine, as long as it sits inside a ten-year vision that will "change like a gazillion times over."

  8. The board meeting is not the scoreboard

    In 2022 a board member spent thirty minutes telling Yaron a seven-figure deal would never close. "And then we had a holiday party, and in the holiday party I get the email with the signed contract." He forwarded it to the board as a minor update.

  9. Find the GCD between the personas

    AI teams deploy and use the product, and the check comes from the security team. "So what that means is it means you somehow have to find the GCD between all these different personas." The greatest common divisor is the simple experience all of them can live with.

  10. Simplicity costs something, and it's worth it

    Yaron's leadership team almost quit over his push to keep the validation product simple "without compromising on any of the functionality of it." Jon's reply was Pascal's line about not having time to write a short letter.

  11. Cybersecurity products will change within three or four years

    "I personally think that cybersecurity as an industry is like on the verge of just like massive disruption." Security is data rich and decision heavy, and today's products present the data and leave the decision to a team. AI can make the decisions, so the products will change.

  12. AI will be synonymous with software

    Two and a half years into a post-ChatGPT world, Yaron thought the safety and security hurdles were going away: "maybe in two years, AI is going to be, you know, synonymous with software."

  13. Securing AI from the network

    His case for Robust Intelligence inside Cisco: AI applications are everywhere, and "Cisco is essentially the network," so AI can be secured from a platform in a seamless way. He also promised "more stuff coming out of our team," and Foundation AI launched its first open-weight security model a month later.

Chapters

Tap a chapter to play from there.

Pull quotes

“very, very small changes can have like detrimental effects. And it means a lot when you're designing algorithms on top of machine learning models.”

Yaron Singer ·

“And then there came a time when it just felt like it would be more fulfilling to do this as a company than research.”

Yaron Singer ·

“So with that, there is no way that AI can continue on growing at any rate without having security solutions around it.”

Yaron Singer ·

“So those two axioms together just told us like, you know, one way or another, there's going to be this massive market for, you know, for AI security.”

Yaron Singer ·

“We think of ourselves as basically enabling organizations to move faster. So the model that we had was securing the AI transformation.”

Yaron Singer ·

“So, what we identified is that for all these organizations, the biggest bottleneck in deploying AI was not an engineering problem.”

Yaron Singer ·

“You know, it's just to kind of like to be almost like invisible, right? Kinda like enable that deployment in a really seamless way.”

Yaron Singer ·

“If you're going to be doing this, you should be thinking about doing this for like at least 10 years, right?”

Yaron Singer ·

“And then we had a holiday party, and in the holiday party I get the email with the signed contract.”

Yaron Singer ·

“So what that means is it means you somehow have to find the GCD between all these different personas.”

Yaron Singer ·

“whenever someone thinks of you, we'll think of someone that has done things with substance, and is a good person.”

Yaron Singer ·

“I personally think that cybersecurity as an industry is like on the verge of just like massive disruption.”

Yaron Singer ·

“Because I feel like in, maybe in two years, AI is going to be, you know, synonymous with software.”

Yaron Singer ·

About the guest

Yaron Singer, Chief Executive Officer, Frontier Security

Yaron Singer is the chief executive of Frontier Security, which he started in July 2026 to build what it calls defensive superintelligence for enterprise detection. He co-founded Robust Intelligence in 2019 with Kojin Oshiba, his student at Harvard, and led it until Cisco acquired it in September 2024, then founded and led Foundation AI, the AI organization of Splunk and Cisco Security, until July 2026. Before that he spent ten years on the Harvard faculty, ending as the Gordon McKay Professor of Computer Science and Applied Mathematics, tenured in 2020, after a PhD in computer science at UC Berkeley with Christos Papadimitriou and two years as Google's inaugural postdoctoral researcher. His research at Harvard was on the vulnerabilities of machine learning and what robust machine learning would look like.

About the host

Jon McLachlan and Sasha Sinkevich are co-founders of YSecurity, the on-demand cybersecurity team for startups, and of Cyberbase.ai. The Security Podcast of Silicon Valley is hosted by Jon McLachlan and Sasha Sinkevich. Jon McLachlan on LinkedIn ↗Sasha Sinkevich on LinkedIn ↗

Context and sources

  • Yaron Singer's LinkedIn experience: chief executive of a new company since July 2026, VP of AI and engineering at Splunk and Cisco Security from August 2024 to July 2026, Robust Intelligence from 2019 to 2024, Harvard from July 2013 to July 2023, Microsoft as a contract research scientist from August 2016 to September 2017, Google from October 2011 to September 2013, and Bidwave from 2009 to 2011. Source ↗
  • Harvard SEAS, February 11, 2020: Yaron Singer granted tenure, with research on the intersection of algorithms and machine learning, including machine learning robust to adversarial noise. Source ↗
  • Harvard SEAS, October 21, 2020: Robust Intelligence raises $14 million, founded by Yaron Singer, Alexander Rilee and Kojin Oshiba, out of Singer's work on adversarial machine learning. Source ↗
  • SiliconANGLE, December 9, 2021: Tiger Global leads a $30 million round for Robust Intelligence, with Sequoia, Harpoon Venture Capital and Engineering Capital, and an AI firewall that runs alongside a model in production. Source ↗
  • Olivia Farrar, Understanding AI Vulnerabilities, Harvard Magazine, March 21, 2025: Robust Intelligence co-founded in 2019 with Kojin Oshiba, guardrails, validation and the AI firewall. Source ↗
  • Harvard Professor Yaron Singer on AI Vulnerabilities, Harvard Magazine on YouTube, March 21, 2025. Source ↗
  • Anay Mehrotra, Manolis Zampetakis, Paul Kassianik, Blaine Nelson, Hyrum Anderson, Yaron Singer and Amin Karbasi, Tree of Attacks: Jailbreaking Black-Box LLMs Automatically, arXiv, December 4, 2023. Source ↗
  • The Decoder, June 9, 2023: Robust Intelligence researchers get past Nvidia's NeMo guardrails with prompt injection, and Nvidia fixes one of the causes. Source ↗
  • NIST AI 100-2 E2023, Adversarial Machine Learning: A Taxonomy and Terminology of Attacks and Mitigations, January 4, 2024, by Apostol Vassilev, Alina Oprea, Alie Fordyce and Hyrum Anderson, the last two of Robust Intelligence. Source ↗
  • Tom Gillis, Cisco, August 26, 2024: Cisco announces its intent to acquire Robust Intelligence, updated September 24, 2024 to say the acquisition is complete. Source ↗
  • Cisco, January 15, 2025: Cisco unveils AI Defense, available in March, and its 2024 AI Readiness Index finding that only 29 percent feel fully equipped to detect and prevent unauthorized tampering with AI. Source ↗
  • Hyrum Anderson on X, January 15, 2025, on what the Robust Intelligence and Cisco team built into AI Defense. Source ↗
  • Paul Kassianik and Amin Karbasi, Cisco, January 31, 2025: evaluating DeepSeek R1 and other frontier reasoning models on 50 HarmBench prompts, with the University of Pennsylvania. Source ↗
  • CFO Dive, April 25, 2023, on KPMG's survey of 225 US executives at companies with at least $1 billion in revenue: 81 percent named cybersecurity and 78 percent data privacy as top concerns about generative AI. Source ↗
  • Cybersecurity Dive, March 31, 2026, on KPMG's quarterly AI pulse: three quarters of senior leaders at large companies worry about the cybersecurity and privacy risks of AI tools. Source ↗
  • Forrester's July 2023 survey of enterprise AI decision-makers, as published by CBTS: security and privacy are the biggest barriers to adopting generative AI, named as top issues by 39 percent. Source ↗
  • K2view, October 23, 2024: 48 percent of 300 senior professionals building GenAI in the US and UK cite data security and privacy concerns as roadblocks to deployment. Source ↗
  • OpenAI, Introducing ChatGPT, November 30, 2022: fine-tuned from a model in the GPT-3.5 series. Source ↗
  • Yaron Singer, Cisco, April 28, 2025: Foundation-sec-8b, Cisco Foundation AI's first open-weight security model, built on Llama 3.1 8B. Source ↗
  • Yaron Singer and Amin Karbasi, Cisco, January 29, 2026: Foundation-sec-8B-Reasoning, the first open-weight security reasoning model. Source ↗
  • Yaron Singer on LinkedIn, August 25, 2025: Robust Intelligence coined the term AI firewall, and the idea evolved into using a security model as the firewall. Source ↗
  • Paul Kassianik and Yaron Singer, Frontier Security, August 2026: Kimi K3 escapes a UK AI Security Institute evaluation sandbox through an allowlist that included GitHub, and reads the answers from the benchmark repository. Source ↗
  • WIRED, August 7, 2026, on the Kimi K3 sandbox escape that Frontier Security found. Source ↗
  • Decrypt, August 7, 2026: China's Kimi K3 broke out of its sandbox to look up test answers, quoting Yaron Singer's comments to WIRED. Source ↗
  • Mariella Moon, Engadget, August 7, 2026: a Chinese AI model, Kimi K3, also escaped containment, with Yaron Singer's comments to WIRED. Source ↗
  • Fortune's company profile of Frontier Security: chief executive Yaron Singer, Menlo Park, founded 2026, $55 million from Lightspeed Venture Partners, Greycroft and Harpoon, on the Fortune Cyber 60 for 2027. Source ↗
  • Fortune, methodology for the Fortune Cyber 60 (2027): presented by Lightspeed Venture Partners in partnership with Fortune, three groups of 20 companies, early-stage, early-growth and growth-stage. Source ↗
  • Quote Investigator, If I had more time, I would have written a shorter letter: Pascal's Provincial Letters, letter 16, 1657, and an earlier version by Guez de Balzac in 1652. Source ↗
  • ACM, Leslie G. Valiant, 2010 A.M. Turing Award, for transformative contributions to the theory of computation, including PAC learning. Source ↗
  • TechCrunch, October 10, 2011: former Google SVP of Engineering Bill Coughran joins Sequoia Capital as a partner. Source ↗
  • Cisco newsroom, Shailaja Shankar, SVP of Engineering for Cisco Security, previously a board observer for Robust Intelligence. Source ↗
  • Geoffrey A. Moore, Crossing the Chasm, 1991. Source ↗
  • YSecurity case study: Robust Intelligence's SOC 2 Type 2. Source ↗

Transcript

Automatic transcription, with speaker labels assigned by ear (there is no diarization on the tape), and a few of the hosts' lines may be swapped between Jon and Sasha. Names and product names were normalized where the recognizer misheard them (Jon McLachlan, Sasha Sinkevich, Yaron Singer, Bidwave, Robust Intelligence, Kojin Oshiba, AI Defense, POC, ChatGPT, GPT-2, HTTPS, TLS, GCD, Cynthia Dwork, Boaz Barak, Michael Mitzenmacher, Bill Coughran, Sequoia, Shailaja Shankar, Raj Chopra, Jeetu, Cisco Meraki, NeurIPS, ICML, ICLR). Bracketed words are best guesses where a syllable was lost. There are no sponsor reads on this tape. Timestamps are the start of each turn to within a couple of seconds.

Read the full transcript 5,110 words

Jon McLachlan

Hello, everyone, and welcome to another episode of The Security Podcast of Silicon Valley. I'm Jon McLachlan, one of the hosts. I'm joined with the other host, Sasha Sinkevich. And we have an amazing guest. It's a true honor to have you on the show, Yaron. This is Yaron Singer.

Yaron Singer

Thanks, Jon. Thanks, Sasha. Super happy to be here.

Sasha Sinkevich

Welcome to the show, Yaron.

Jon McLachlan

Yaron is the co-founder and CEO of Robust Intelligence, recently acquired by Cisco. Just looking at your LinkedIn, you have an amazing background. Right off the bat, you're a founder at Bidwave. You were CEO and co-founder there. You ended up at Google as a postdoctorate research scientist. Oh, not to mention you did your PhD in Berkeley in computer science. After your Google stint, you were a research scientist at Microsoft AI. From there you transitioned into Harvard of all places, as assistant professor of computer science and then associate professor of computer science, and then a Gordon McKay Professor of Computer Science and Applied Mathematics. Tenured, might add. Which led you to your adventures with Robust Intelligence, which you chugged through for about five years and... It's a great honor to have you on the show.

Yaron Singer

Thank you so much. Yeah. Yeah, no, super happy to be here. I just sort of want to be a little bit more precise. So, you know, my time at Microsoft was actually during my time at Harvard. So, you know, like faculty, you know, you get to kind of do various things, and you get to like, you know, one of the things that are nice about faculty positions is that you actually get to like interact with industry. So during my time at Harvard, I actually spent a year and change in the Microsoft Research Lab, kind of working with friends and stuff. You know, we actually did some fun stuff on, you know, robust machine learning. So, yeah, so it was, is all good stuff. But I just kind of, you know, just wanna be like a little bit more accurate though.

Jon McLachlan

No, I appreciate that. And in your last gig with Robust Intelligence, acquired by Cisco, would you like to share with everyone what you were up to and how that journey sort of unfolded a little bit?

Yaron Singer

Yeah, yeah, for sure. Where does one start? I think I got interested in basically vulnerabilities of machine learning and kind of its implications to algorithms. Probably like during my time, kind of like during the end of my time at Google, you mentioned the startup, Bidwave. That's actually kind of where I first sort of started seeing these kinds of, this kind of behavior where you sort of realize that machine learning is actually a very, very sensitive technology to, so very, very small changes can have like detrimental effects. And it means a lot when you're designing algorithms on top of machine learning models. So that's something that I got really interested in. And I saw that like, you know, in sort of like completely different scale, but, you know, during my time at Google. And that's kind of like something that I decided to put myself into during my time at Harvard. So my research at Harvard was really motivated by trying to understand the vulnerabilities of AI, its implications to algorithm design, and basically, you know, what would robust machine learning look like? What are the techniques? What are some of the things that we need to do? So I, you know, kind of like did kind of like research on it and what have you. And then there came a time when it just felt like it would be more fulfilling to do this as a company than research. So together with Kojin Oshiba, who's a student at Harvard that I worked with, and we wrote papers together, we created Robust Intelligence, moved to the West Coast. And, you know, had some fun times, some miserable times, you know, and then we can unpack here in this podcast. You know, and now we're all the way through, I guess, now the acquisition of Cisco, where we continue on working on this and other things.

Sasha Sinkevich

You identified a very critical problem, which is the AI and access. What was the pivotal moment that made you realize yes, there is business in this, we can deliver a lot of value to the organizations across the globe?

Yaron Singer

Yeah, that's interesting. Like in terms of business use case, I think that we were, that was something that we spent a lot of time trying to kind of identify, right? Like how do we basically take something that is pretty conceptual or arbitrary and how do you actually make a product into it? Like kind of what is, what should be the product, right? So when we started the company, we didn't have, we didn't know, [to] be very, very honest and frank. We started with these sort of very generic statements and hypotheses, and basically, you know, what we knew is we said, look, with everything that we know about AI, it's just going to continue on growing [at an] exponential rate for the coming like, you know, 20, 30 years, whatever. And on the other hand, like with everything that we know about the technology, everything that we know kind of like, you know, we know AI from, you know, the vulnerabilities of AI. We know that pretty well. So with that, there is no way that AI can continue on growing at any rate without having security solutions around it. So those two axioms together just told us like, you know, one way or another, there's going to be this massive market for, you know, for AI security. So that was kind of like the starting point. It was like very, very blue ocean.

Sasha Sinkevich

The timing is very interesting. As we rely more and more [on] technology to automate a lot of functions in our daily lives, we do rely on a lot of data. So the volume of data has increased, but there's also a lot of noise. And now we have these new capabilities in the form of AI to propel the productivity of our civilization and society as a whole. We always had questions about data security and data privacy, but with AI, there's just, it's a wild west.

Yaron Singer

Yeah. Yeah, I agree. You know, the, I think that there's been awareness, right, about privacy, basically started from the time of kind of the modern web. And then now, kind of what is it, like 15 years later, when we're looking at AI, AI is, you know, that technology is just like it's completely fueled by data. And that really kind of governs the quality and what you can do with it. And that has very strong kind of like privacy trade-offs. So, yeah, I think that that does present a lot of important questions, both for regulators as well as for companies like developing AI, as well as companies that are protecting against potential breaches in privacy and security. So yes, I completely agree. This is [top of mind] for, you know, for a lot of organizations, a lot of people.

Sasha Sinkevich

But then, on the other hand, you have the company leaders. As a CEO, you want to make sure that you're using all of the available technology to continue building a successful company, which means using AI. But then there is a question at that point: how do you do it safely? And this is where Robust Intelligence, now AI Defense, comes in.

Yaron Singer

Yeah, I think that's right. It feels like very much like an arms race that is going, you know, at an unprecedented pace when we're thinking about the, you know, the development of the technology and the capabilities, right? If we just kind of pause for a second and just sort of think about November 2023, when everybody got exposed to generative AI capabilities and started getting excited about it. If we go back and look at those models, I think it was like GPT-2 or something, right? When you compare the capabilities that we have with AI today versus the capabilities that we had just two and a half years ago, it's really just difficult to kind of conceptualize that leap forward in capability. So, and then that puts a lot of pressure not only on the companies that are building models, but I think it puts a lot of pressure on different organizations for like using the technology. I think that like what, one of the things that we realized doing Robust Intelligence, I can't, you know, on this podcast I can't speak on behalf of Cisco, so I'll speak on behalf of my capacity at Robust Intelligence. One of the things that we realized is that we realized, you know, like we're not really selling, or we don't really think of ourselves as selling security. We think of ourselves as basically enabling organizations to move faster. So the model that we had was securing the AI transformation. So, what we identified is that for all these organizations, the biggest bottleneck in deploying AI was not an engineering problem. What we always saw is we saw, especially AI, but then also especially generative AI, it's just a great technology. And from an engineering perspective, very, very easy to deploy, very easy to use in ways that I never imagined that would be possible. Honestly, I don't know, even often in my lifetime, the way that it's just so powerful. So it never felt like it was an engineering problem. But when you go and you ask organizations like why, you know, why is it that you're still in the [POC] stages with the technology, I think surveys show that it's been seventy to eighty percent of the time what organizations say is that the biggest problem is security and privacy. Right, they're worried about privacy of the data. With our customers, they're worried about security implications with having such a large attack surface. That was really kind of like the thing that, you know, they felt is limiting to moving forward with the technology. So from, I think kind of like our emphasis in building the product was, how do we build a product in a way that just, yeah, where people feel like kind of they can, security, safety is just automated, and just allows them to just like just move like really, really quickly with deploying the technology without having to think about it. And honestly, I think to me, it's like that's the goal for every security company out there, especially when it comes to AI. You know, it's just to kind of like to be almost like invisible, right? Kinda like enable that deployment in a really seamless way.

Jon McLachlan

A good analogy that comes to my mind is HTTPS. Essentially we are using TLS under the hood, but you don't have to be involved in the key exchange. It's there to do the right thing for you as the consumer of the interwebs.

Yaron Singer

Yeah, I think that's right.

Jon McLachlan

And you've been obsessed with the problem space. You really have fallen in love with it deeply. I can see that just like in the history, and, you know, now that AI has kind of exploded, this is such an important topic for everyone, everywhere. But you've been involved in machine learning and AI long before it was like the cool thing around the block, right?

Yaron Singer

So, yeah, look, I mean, like about loving the problem, I think you kind of have to, I guess, right? Like, if you want to do something for so long, like, gosh, you better like it. If you're going to be doing this, you should be thinking about doing this for like at least 10 years, right? You know, it better be something that you love, and it honestly just better be something that is like big and deep, right? That you can kind of like see like not only what you can do for the next like, you know, have a six-month roadmap, but, you know, have a vision that is, you know, that it really is kind of like a 10-year vision, right? And yeah, sure, it's going to change like a gazillion times over, but, you know, but at least it has that capacity. So, yeah, that's something I recommend to everybody. Just sort of like love what it is that you do and then like make sure that it's like it has that depth. And I think, yeah, and I think AI security like happens to have that depth. So it's a great...

Jon McLachlan

I feel it. Yeah, it has quite the depth to it. And I'm super curious in your journey, the whole thing that has led all the way up to this moment. What's been your proudest?

Yaron Singer

Wow, proudest moment. Hard to say. I'm sure there's been so many. I don't know if it's the proudest, but it's like it was one of the best. So I'll describe it. So it was like 20-, I think it was like 2023 or 2022. No, it was 2022. We did a POC with a very large customer, and it went well. I was kind of like in close conversations with, you know, with the, with like the champions and then and everything. And we were looking to close the deal. It was getting kind of close to the end of the year. It was a seven-figure deal, and it was like early, early days in the company, so it mattered, right? It matters a lot. You know, we were in a board meeting kind of like to close the year, and then kinda like one of the board members was just like giving me hell for like, you know, oh, this is like never gonna close, and this and that, and you don't have a deal, you this, that, and you know, and it's like, you know, you sort of like take this abuse for like, you know, thirty minutes in the boardroom, and, you know, and you feel like an incompetent CEO, and, you know, like, oh, how are you, you know, like you're such a fool to be led to believe that this customer is going to sign like a seven-figure deal with like, you know, the [fledgling] startup and this and that on this sort of like weird topic of [AI] security. And then we had a holiday party, and in the holiday party I get the email with the signed contract. So that was like, that was a beautiful, you know, that was just kind of like a beautiful moment to like have that in the, you know, the company holiday party, just to get that in on that. I think it was like a December 16th or something like that. And then of course like I immediately forwarded it to the board. You know, so, just by the way, FYI, you know. Exactly. That thing that we were talking about. Just want to let you know that, you know, hey, just a minor update. Not a big deal, but not a big deal. So it's a great sense of accomplishment to kind of like, you know, to sign a deal with a major customer. And, but it's, you know, it's, it, kind of like proving someone wrong at the same time kind of sweetens the whole deal. So that was fun.

Jon McLachlan

Definitely, definitely. Well, you know, there's no such thing as a success without first a little bit of struggle.

Yaron Singer

Yeah, yeah, yeah.

Sasha Sinkevich

Yaron, you mentioned something very important. In security, how important is the user experience? How is it important that someone with little to no experience in the data security, data privacy, can use the solution that will protect the organization from accidental data leakages and et cetera?

Yaron Singer

Yeah, I mean, I think that the user experience is really key. And that's something that we felt a lot, you know. A lot of the questions that we would always have is: who is the buyer, who is the customer, who is the user, right? And in our case, that question gets asked a lot because there's sort of, there's a lot of overlap, because we have in our product, there are the AI personas who, you know, who are using the product, they deploy the product, and then there, you know, but oftentimes it's the, the check comes from the, you know, security teams. So there's kind of like that kind of interplay. So what, you know, and I guess kind of like what that means is it means that you have a lot of like stakeholders for like a single product, right? So what that means is it means you somehow have to find the GCD between all these different personas. You have to make it as simple as you can, right? Potentially, there's a complex experience, right? Because there's AI, there are endpoints, there's this, there's data, like kind of models can do these different things, they have different formats, right? So somehow like distilling that into, into kind of, you know, like a really simple experience is something that we worked on quite a bit. You know, Jon, you mentioned that there's sort of like, there's no success, or, you know, oftentimes there's no success without struggle. So, I mean, I will forever remember the time that like my leadership almost quit on me for, for like driving that, you know, that simplicity in the product, you know. It was headed towards becoming like a potentially a complex product. So we sort of made a decision to actually make it a very simple, very simple product without compromising on any of the functionality of it. So it was something that was, maybe the way that it was done was not the gentlest, but fortunately everybody kind of like took a deep breath and kind of aligned on, I think kind of like on the idea, and then saw the value. So everybody was kind of like on board. So, you know, hopefully, for anyone who's going to see our validation product, they'll sort of like appreciate the simplicity of it. And if they can't appreciate the simplicity of it, then they can maybe appreciate the fact they could have been a lot more complex. So, yeah.

Jon McLachlan

Yeah, I know, I detect strong remnants of like Steve Jobs energy. The dedication to simplicity is just, no, you have it. And who was it? It's someone who, maybe it was Pascal, like an old mathematician. He was writing a letter to someone. It was a really important topic. It was just like so important. And writing this letter, and he said something along the lines of, "I am so sorry I didn't have enough time to write you a short letter, so I wrote you a long one." Yeah. Like simple is so difficult. So all the appreciation in the world [for] helping make the world a simpler place.

Yaron Singer

Yeah, yeah. Hopefully, hopefully. Time will tell.

Jon McLachlan

I mean, speaking of time-telling things, like, is there a legacy that you would, that you'd like to think about? Clearly you've been at this for quite some time, and you look into the future and you think about how does all of this stuff add up to the bigger picture?

Yaron Singer

Yeah, no, that's a great question. Well, just, you know, to be remembered as the revolutionary genius. You know, I'm kidding. Yeah, I don't know. Hopefully, you know, hopefully people will, yeah, kind of, you know, honestly, just like whenever someone thinks of you, we'll think of someone that has done things with substance, and is a good person. I think that's the, I think that that's kind of like, if you can get those two things, then I think you're, you know, I think you're in a good place. So...

Jon McLachlan

Beautiful. Beautiful. I love it.

Sasha Sinkevich

Has there been anyone that you've looked up to and really admired, maybe in earlier years, role model, mentor?

Yaron Singer

I don't know. I never actually, it's a great question. I should think about this and have a better answer. But like, you know, throughout my career, I've always, you know, academics, like, you know, there are quite a few academics that I've always looked up to, and, you know, my advisor from, you know, from grad school, he's someone that I definitely look up to. He's basically the father of computational complexity and algorithms. And then I think during my time at Harvard, actually, there are several faculty members at Harvard that I admired, one of which has been Leslie Valiant, who won the Turing Award for basically the theory of machine learning. And other folks at Harvard, Cynthia Dwork, who invented differential privacy, my colleague at Harvard, Boaz Barak, who's been kind of one of the heroes of cryptography, who's kind of like now spending some time at OpenAI. Yeah, like Michael Mitzenmacher, who basically took information theory out of business. So people, there have been like a lot of, I have like a lot of academic heroes. During my time at Google, there's like this legendary kind of VP of engineering called Bill Coughran, and I was just, ended up being fortunate enough to have Bill as my seed investor from Sequoia. So he's just been one of just a true inspiration and someone that I learned a lot from. And now when I'm at Cisco, I also get a chance to like interact with like just unbelievable engineering leaders and people kinda like in the cybersecurity space. So the person who ended up being my boss, she was on our board when we were Robust Intelligence. So Shailaja Shankar, she's had this unbelievable career as a leader in cybersecurity, and now she's leading kind of the entire security business group. Raj Chopra, who's also in the security business group. You have Jeetu, who's now kind of chief product officer at Cisco. Yeah, so all these people, like they're just like, you sort of like, you observe them and you look at like how like their career, it's unbelievable the things that they've done, and you get to kind of like look at them close and you sort of, you see what they, you know, like how they operate. It's just, it's been an amazing, amazing learning experience.

Jon McLachlan

No, thank you for sharing. We've asked that question to a lot of folks, and usually there's like one, like maybe two. So, no, that's really beautiful. It's really beautiful. We're all connected.

Sasha Sinkevich

Yaron, how do you see cybersecurity domain evolves in 2025? There is clearly a lot of chatter about agents, agentic cybersecurity, data privacy?

Yaron Singer

That's a great question. I personally think that cybersecurity as an industry is like on the verge of just like massive disruption. And I personally think that the, however we think of cybersecurity products and whatever we're seeing, I think a lot of them are just not, I mean, they're not going to exist in the way that they exist right now, in a matter of, I would say, like, I give it like three years, four years. You know, and the reason is because, well, of course, because of AI, right? And in very, very broad strokes, okay? Cybersecurity is a discipline that is unbelievably data rich, and then very much kind of like relying on data. It's a discipline that, you know, that actually requires a lot of actionability on that data and a lot of decision making on that data. And I believe that, I believe that the existing technology that we have today, or, you know, or maybe like kind of somewhere close to the existing technology that we have today, is appropriate for being able to leverage that data into making actionable, you know, basically, basically kind of like making actionable decisions. There are a lot of cybersecurity products that are in some way kind of like static. So they do a very good job at [querying] the data. They do a very good job at kind of giving access to data and presenting that data. But then ultimately, the decision is thrown on a team, whether it's a team inside kind of like an existing organization, whether you're outsourcing it. But ultimately, like there's a lot of manual process, a lot of humans, a lot of decision making that needs to happen. And I think that the capabilities that we have with AI today are such that can basically automate a lot of that, you know, a lot of this. So what that means is it means that, we're going to see, in my opinion, is we're going to see products that are basically really, really good at automation and decision making. And what that means is it means that the existing products that we have today are just basically just going to be changed dramatically. And some, you know, it's going to have implications. Like some organizations, some companies will move fast enough and, you know, and lean into that change. Some won't. So I think that there's also going to be kind of like, the dynamics in this field are going to change a little bit as well.

Jon McLachlan

On the adoption curve, like I know obviously we're early, right? But just for AI in general, do you think we're still in that tinkering phase? Do you see it? Did we cross the chasm yet with any big...? You're kind of shaking your head, no.

Yaron Singer

I don't think that we truly crossed the chasm, like, you know, as a society, I guess.

Jon McLachlan

Right. Right. As a society.

Yaron Singer

That's just my interpretation, like, you know. So, yeah, and I meditate on that question a lot, you know, when it comes to AI security, right? I think that the market is big enough. I think that we are on the tipping point of it. So I think that right now there is still, I think that like we are, let's say, two, two and a half years into a post-ChatGPT world. And now kind of like in this post-ChatGPT world, then I think that organizations are now comfortable with the technology, with the kind of like the engineering around it. I think that they have use cases and they know how to use, and I think they're rather capable in kind of like in using that technology. And I think that like the biggest hurdles for, as we said, for adoption, like in the beginning of the conversation, are around the safety, security. I think those hurdles are now going away. In my opinion, what we're going to be seeing in the coming two years is we're basically going to be seeing kind of, you know, all software, I think, will be infused with AI. So the term AI, in my opinion, is like, you know, in two years, we're going to be looking at this podcast, and, you know, not only, you know, we'll be first of all reflecting on how handsome we used to look two years ago, but, but, you know, but other than that, I think what we're also going to be kind of like, you know, snickering about is the fact that we actually use the term AI, right? Because I feel like in, maybe in two years, AI is going to be, you know, synonymous with software.

Sasha Sinkevich

You have been at Cisco for a few months now. What is the next big evolution in terms of the product?

Yaron Singer

Yeah, I think, gosh, there's so many things, right, on the, honestly, there's so many things in the roadmap, and, you know, and we're investing, and Cisco's investing so much in all of it. I think that what we're seeing right now and what we're going to continue on seeing is I think that we're going to see Cisco as leaning in very, very strongly into AI, like obviously AI security, but also AI, and building super impressive technology for, super impressive AI technology for security applications in general. So you're going to see more stuff coming out of our team. Our group is, I think, doing really, really interesting things. And then also I think that what we're going to be seeing is we're going to be seeing Cisco's amazing capability as a platform, and basically kind of like securing AI from a, you know, from a platform perspective. And this is, I think, one of the most compelling aspects of Robust Intelligence at Cisco, is that when you're thinking about AI applications, AI applications are everywhere and kind of different levels. And Cisco has this sort of like just unbelievable platform that allows you to actually secure AI in this sort of like seamless way, because Cisco is essentially the network, right? So I think the ubiquity of Cisco as a platform, and we'll see kind of like how that's being leveraged to secure AI. And then also we'll sort of like see the strong commitment that Cisco has to like AI in general, and we'll see kind of like the implications of that on the world of security, and I think those are, like, exciting times ahead.

Jon McLachlan

I'm sure a lot of people would love to meet you in person. Are there any conferences this year that you will attend?

Yaron Singer

Yeah, sure. So, yeah, so first of all, anybody who wants to see me in person is welcome to come to the Cisco office and ask me for a run. So, you know, so you don't have an excuse. So, so we have wellness [hours].

Jon McLachlan

Careful, you're talking with two runners here.

Yaron Singer

So, wellness hour, 4 p.m. every day, you'll see us running kind of outside of the Cisco Meraki office. If you wanna, you know, you wanna meet for a run, that's always something that's good to do. But otherwise I'll be at RSA, I'll, you know, like, you know, the various Cisco Live events, AI conferences, NeurIPS and ICML when it's in a nice location, and ICLR. So all of those, you know, I can definitely find you there.

Jon McLachlan

Beautiful. Thank you so much for joining for this episode of The Security Podcast of Silicon Valley, Yaron. It's a great honor.

Yaron Singer

Thanks, thanks, guys. Super happy to be here. Thanks for having me.

Sasha Sinkevich

It's great pleasure having you, Yaron. Thank you.

FAQ

Questions this episode answers

Who is Yaron Singer?
Yaron Singer is the chief executive of Frontier Security, which he started in July 2026. He co-founded Robust Intelligence in 2019 and led it until Cisco acquired it in 2024, then founded and led Foundation AI at Splunk and Cisco Security until July 2026. Before that he was a professor of computer science at Harvard for ten years, tenured in 2020 as the Gordon McKay Professor of Computer Science and Applied Mathematics, after a PhD at UC Berkeley and a postdoc at Google.
What was Robust Intelligence?
An AI security company Yaron Singer co-founded in 2019 with Kojin Oshiba, who had been his student at Harvard. It built software to find vulnerabilities in machine learning models before deployment and to guard them in production, including what it called an AI firewall. It raised $14 million by October 2020 and a $30 million Series B led by Tiger Global in December 2021, and Cisco announced its intent to acquire it on August 26, 2024 and completed the acquisition that September.
What two axioms did Robust Intelligence start from?
That AI will keep growing at an exponential rate for the coming twenty or thirty years, and that AI's vulnerabilities are well understood. Together, Yaron Singer says at 4:12, they meant there was no way AI could keep growing without security solutions around it, and so there would be a massive market for AI security.
Why do AI projects get stuck in proof of concept?
In Yaron Singer's experience the reason is rarely engineering. Generative AI is easy to deploy and use, and when organizations are asked why they are still in the proof of concept stage, he says at 7:17 that seventy to eighty percent of the time the biggest problem they name is security and privacy: the privacy of their data and the attack surface of the system.
What is an AI firewall?
A guardrail that sits next to a model in production, checking what goes in and what comes out against policies, for example to block prompt injection or stop sensitive data leaving. Robust Intelligence used the term for its product, and in August 2025 Yaron Singer wrote that the idea had evolved into using a security model, Cisco's Foundation-sec-8B, as the firewall itself.
What is algorithmic red teaming?
Testing an AI model with automated attacks instead of a person typing prompts. Tree of Attacks with Pruning, a December 2023 paper by researchers from Robust Intelligence and Yale including Yaron Singer, uses one model to write and refine jailbreak prompts against another, and jailbroke GPT-4-Turbo and GPT-4o for more than 80 percent of the prompts it tried.
What is Cisco AI Defense?
Cisco's product for securing the development and use of AI applications, unveiled on January 15, 2025 and available that March. It discovers AI applications in use, validates models with automated testing, including an algorithmic red team, and protects them at runtime against threats such as prompt injection and sensitive data leakage. Robust Intelligence's team was part of building it.
What is Foundation-sec-8b?
An open-weight, 8 billion parameter language model for cybersecurity that Cisco's Foundation AI team, led by Yaron Singer, released at the RSA Conference on April 28, 2025. It is built on Llama 3.1 8B and pre-trained on security data, and a reasoning version with open weights followed in January 2026.
What is Frontier Security?
A company Yaron Singer started as chief executive in July 2026, which describes itself as the AI foundation for cyber defense and builds what it calls defensive superintelligence for enterprise detection. In August 2026 its researchers reported that the Kimi K3 model reached GitHub from inside an evaluation sandbox and looked up the answers, and in October 2026 it was named to Fortune's Cyber 60 among early-stage companies.
What did Yaron Singer predict for cybersecurity?
That cybersecurity as an industry is on the verge of massive disruption, and that many of today's products won't exist in their current form in three or four years. Security is data rich and needs a lot of decisions, and he expects products that are good at automation and decision making to replace products that present data and leave the decision to a team. He also said AI would be synonymous with software within two years.
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