Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security

Ben Thompson's Stratechery analysis covers two significant security events: the Axios npm supply chain attack and the leak of Claude Code's source code. Thompson frames AI's near-term impact on security as net-negative (more attack surface, more capable attackers) but bullish on AI as a long-term defensive force. The paywalled piece connects these incidents to a broader thesis about AI fundamentally reshaping the security landscape.