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还是跟校长，韦总讲到的，安全行业的机制体制不变，不太可能行业供应商有大发展、市场大发展。

solo信息量很多，啥时候 网安股也重新回到花街的视野里呢，光看 硬件存储涨势，羡慕坏了

crowdstrike一直很好呀，只是现在ai更热闹

国内安全初创公司现在如何融资？

难才能出现创新，但是创新要钱

主播：Bruce ZHANG
01｜漏洞是一种债务
* 补丁浪潮与技术债务
https://www.ncsc.gov.uk/blogs/prepare-for-vulnerability-patch-wave
* Mythos是量变还是质变
* Mythos的祛魅
https://www.theregister.com/2026/04/22/anthropic_mythos_hype_nothingburger/
https://www.bloomberg.com/news/articles/2026-04-21/anthropic-s-mythos-model-is-being-accessed-by-unauthorized-users
* 安全世界观的变化
https://attack.mitre.org/resources/updates/updates-april-2026/
https://medium.com/mitre-attack/attack-v19-ff329cb65d66
https://www.mitre.org/news-insights/media-coverage/technology-review-mits-first-divorce
https://www.technologyreview.com/2023/06/27/1073782/mits-first-divorce/
https://x.com/Futurenvesting/status/2050259511068201403?s=20
https://techcrunch.com/2026/04/30/after-dissing-anthropic-for-limiting-mythos-openai-restricts-access-to-cyber-too/
02｜AI正在吃掉一切，资本市场上的体现
* 二级市场
https://www.linkedin.com/posts/nikesh-arora-02894670_i-would-have-expected-the-market-to-start-share-7453175797781151744-yX2w/
* 一级市场
https://elizabethyin.com/2026/04/24/the-wide-path-why-most-current-valuation-dynamics-are-not-here-to-stay-and-what-will/
https://x.com/sidtriv/status/2048111204288348637
* 风投逻辑变化
https://www.linkedin.com/pulse/token-threshold-your-buyer-actually-agent-dan-nguyen-huu-magnc/
https://saanyaojha.substack.com/p/salesforce-loses-its-head
https://www.salesforce.com/news/stories/salesforce-headless-360-announcement/
* VC还投资安全吗
https://www.returnonsecurity.com/p/security-funded-241
03｜从数据看产业
* 市场容量
https://www.linkedin.com/feed/update/urn:li:activity:7439581504290279424/
* 机构报表
* 安全占比
04｜推荐一本书
* 技术共和国：硬实力、软信仰与西方的未来
如果希望加入听友群，更多交流互动，欢迎联系主播们

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bruce@z1-sec.com

因为热爱，所以闲聊。

三言两语，说说网安圈的动态新鲜事——不求全面，只求有趣、有料、有一点自己的看法。

AI_SUMMARIZE_EPISODE

网安局中人

03｜假期漫谈·安全行业的碎片观察

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