Monday, March 23, 2026

Why Are There No U.S. Offensive Cyber Unicorns? – The Cipher Temporary


OPINION — I not too long ago had a dialog with senior intelligence group leaders about their want to construct stronger partnerships with private-sector know-how firms—the so-called “Silicon Valley” ecosystem. They have been asking for recommendation on the right way to have interaction, construct relationships, and finally set up strategic partnerships.

However the firms they have been most concerned with? They have been largely consumer-facing platforms. Progressive, sure—however not mission-aligned. That dialog highlighted a broader, extra elementary hole I’ve been enthusiastic about for a very long time: Why are there no U.S. offensive cyber unicorns?


We actually have protection contractors who do cyber work—on web site, on contract, embedded with the federal government. And we have now standout cybersecurity firms like CrowdStrike, Mandiant, and Dragos targeted on detection, response, and resilience. However the place are the startups constructing offensive cyber instruments and platforms? The place’s the VC-backed innovation mannequin we’ve seen in drones, hypersonics, and area?

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Firms like Anduril and SpaceX have confirmed that Silicon Valley-style innovation—product-focused, capital-efficient, fast-moving—can thrive within the nationwide safety area. So why hasn’t that strategy been utilized to offensive cyber? Sure, there are authorized and secrecy constraints. However those self same constraints haven’t stopped business firms from constructing weapons techniques or extremely categorised ISR platforms.

Check out the NatSec100 – a curated record of prime protection and nationwide safety startups. You’ll discover firms engaged on AI, autonomy, sensing, and cybersecurity. However not a single one targeted on offensive cyber. Why not?

Shouldn’t we would like the most effective minds at CrowdStrike or Mandiant to spin off and construct next-generation offensive platforms? Shouldn’t the DOD and IC be seeding these concepts and constructing an ecosystem that encourages this sort of innovation?

I consider we must always.

Comply with Bryan on LinkedIn or proper right here at The Cipher Temporary.

The Cipher Temporary is dedicated to publishing a spread of views on nationwide safety points submitted by deeply skilled nationwide safety professionals.

Opinions expressed are these of the writer and don’t signify the views or opinions of The Cipher Temporary.

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