Feldman compresses a real thesis into three lines: as AI automates offensive work — vulnerability discovery, phishing at scale, exploit chains — the defensive window shrinks to seconds, and response latency becomes part of the security architecture itself. That's largely right, though it's worth remembering who's saying it: Cerebras sells the fastest inference on the market, so 'speed is a security primitive' doubles neatly as a product pitch. The weak spot in the argument is that raw speed means little without accuracy — a fast wrong verdict in incident response is worse than a slow correct one. Still, expect time-to-detect to become a metric CISOs actually buy on, and the silicon vendors are already positioning for it.