Security and the AI Bubble - a conversation with Peter Vincent
OCTOBER, 2025
Andrew Melville and Peter Vincent discuss the future of AI, characterizing the current state as "wave one" with significant investment and diverse adoption, while debating if it constitutes a "bubble" compared to past digital transformations.
They highlight the distinction between consumer and B2B AI, predicting that B2B applications in "boring back office environments" will attract the majority of investment and deliver substantial value. Both agree that the industry is maturing towards "wave two," where companies will increasingly rely on specialized, off-the-shelf AI solutions and APIs rather than extensive in-house builds, which can lead to "agentic debt" if not implemented carefully.
Finally, Vincent emphasizes the critical need for robust agent authentication, permissioning, governance, and visibility for safe AI deployment, especially in complex multi-agent systems where trust and traceability are paramount.
They highlight the distinction between consumer and B2B AI, predicting that B2B applications in "boring back office environments" will attract the majority of investment and deliver substantial value. Both agree that the industry is maturing towards "wave two," where companies will increasingly rely on specialized, off-the-shelf AI solutions and APIs rather than extensive in-house builds, which can lead to "agentic debt" if not implemented carefully.
Finally, Vincent emphasizes the critical need for robust agent authentication, permissioning, governance, and visibility for safe AI deployment, especially in complex multi-agent systems where trust and traceability are paramount.