Adrián Bíro
If or when valuations reset, the winners will be the teams that already moved from AI theatre to measurable resilience.
My key takeaways and actions from the World Economic Forum analysis:
- Over‑reliance on a few hyperscaler‑centric stacks amplifies systemic and geopolitical exposure. Diversify now and look into multi‑cloud/sovereign options, portability, exit clauses.
- Deepfakes, identity fraud and misinformation will drive losses and compliance costs more than exotic zero‑days.
- Identity, patching, third‑party risk and secure SDLC out‑perform speculative “AI security” add‑ons in downturns. Tie spend to risk‑reduction and time‑to‑recover.
- Run a vendor‑concentration drill, re‑balance cyber capex (70/20/10: core controls / modernization / bets), and adjust KPIs accordingly.