---
title: "A $90 Key into Your Company's Secrets"
description: "The cost of an autonomous corporate break-in has fallen 99% in five months to $90. As attackers run expected-value calculations on AI compute, CISOs must architect for speed, scale, \u0026 breadth to drive the attacker's expected return below zero."
categories: ["AI","Security"]
keywords: ["AI cybersecurity economics","AI SOC unit economics","BIS Bulletin 129","CISO AI budget","autonomous cyberattack cost","Dropzone AI","Sunil Agrawal"]
ai_summary: "The cost of an autonomous 32-step corporate break-in fell 99% in five months from $7,500 on Claude Mythos Preview in April 2026 to $90 on open-weight GLM-5.3. Attackers run an expected-value calculation on AI compute ($1m of compute for a 1% shot at a $1b payout yields $10m in expected value), while defenders must maximize security effectiveness across speed (responding in minutes or seconds), scale (parallel agent swarms), \u0026 breadth (82-to-1 non-human identities)."
date: 2026-11-06
lastmod: 2026-11-06
wordCount: 1090
readingTime: 6 minutes
canonical_url: https://tomtunguz.com/a-90-dollar-key-into-your-companys-secrets/
author: "Tomasz Tunguz"
---


The cost of breaking into a corporate network with AI has fallen 99% in five months, & corporate security budgets are racing to catch up.

> Goldman executives have discussed how the firm could soon be on track to spend as much or more on AI for security than it spends on AI coding tools.[^1]<sup>,</sup>[^2]

Security has been a collection of layers of defense, each an insurance policy against a particular kind of attack.[^1] As autonomous AI threats become the predominant risk, both attackers & defenders are competing on how much AI compute they can deploy.

An attacker's math is an expected-value calculation on compute. Spend $1m of AI tokens trying to break into a bank with a 1% chance at a $1b payout, & the expected value is $10m : a $9m expected profit. Spend that same compute on a 5% chance at a $500k payout, & the expected return is $25k : a $975k loss. Because cheap defensive filters block low-effort noise, rational attackers stop spraying small targets & concentrate their tokens on the largest balance sheets.

Defenders face a harder equation : how much defensive AI it takes to neutralize each dollar of offensive AI.

In April, Anthropic & OpenAI tested whether Claude Mythos Preview & GPT-5.5 could break into a simulated British corporate network : a 32-step hack across 20 servers that takes a human expert 20 hours.[^3]<sup>,</sup>[^4] Both models took over the network without human help, & the Bank for International Settlements priced the break-in at $5k to $10k.[^3]

Five months later, the price of that same break-in has fallen 99%. Claude Mythos 5 dropped the cost to $770 in June, Claude Opus 5 to $385 in July, & Zhipu's open-weight GLM-5.3 matches Mythos's exploit rate for $90 : one-sixtieth of April's frontier cost.[^5]

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{{< email_image src="analysis/watts-as-defense/chart-watts-4a82399c727e" alt="The cost of an AI corporate break-in fell 99% in five months: compute cost per autonomous 32-step corporate network break-in from April to September 2026" width="540" height="305" >}}

In the security operations center, AI agents relieve overwhelmed human teams who face more than 4,400 alerts a day & historically lacked the hours to examine two-thirds of them : autonomous investigations compress a 70-minute manual review into minutes for about $2 of compute per alert, freeing analysts to focus on real intrusions.[^6]

Yet the cost ratio still starts tilted toward the attacker, because the SOC must inspect every alert, every hour.[^3]<sup>,</sup>[^7]

Three multipliers compound that defensive compute requirement :

First, speed : Glean CISO Sunil Agrawal notes that AI compresses intrusion response from months to minutes, while CrowdStrike records average breakout times of 29 minutes & a fastest of 27 seconds.[^8]<sup>,</sup>[^9]

Second, scale : in the July 2026 intrusion at Hugging Face, a swarm of 700 AI agents coordinated across four & a half days, exchanging 70,000 messages & executing 17,600 actions until they harvested 136 production keys, & Cogent Research finds 76% of new monthly enterprise attack paths (up 386% year over year) are viable only for parallel AI swarms.[^10]

Third, breadth : non-human identities already outnumber employees 82 to 1, & as enterprise agent fleets scale to 100x headcount, every new agent expands the surface area to defend.[^11]<sup>,</sup>[^12]

The CISO's job is no longer stacking per-seat insurance policies. It is maximizing the efficiency & effectiveness of the security stack : buying enough compute, & converting it into enough defensive tokens, to drive the attacker's expected value below zero.

[^1]: [The Third Product-Market Fit in AI](https://tomtunguz.com/the-third-product-market-fit-in-ai/), tomtunguz.com.

[^2]: ["Nobody's Ready" : AI-Found Bugs Spark Corporate Security Spending Spree](https://www.theinformation.com/articles/nobodys-ready-ai-found-bugs-spark-corporate-security-spending-spree), The Information.

[^3]: Iñaki Aldasoro, Raphael Auer, Jon Frost, & Fernando Pérez-Cruz, [BIS Bulletin No. 129 : A Mythos moment? Frontier AI & cyber risk](https://www.bis.org/publ/bisbull129.htm), Bank for International Settlements, July 20, 2026 ([PDF](https://www.bis.org/publ/bisbull129.pdf)). Source for the 100m-token attack chain, the $5k to $10k frontier cost range, & the 32-of-32 cyber-range takeover by Claude Mythos Preview & GPT-5.5.

[^4]: UK AI Security Institute, [How fast is autonomous AI cyber capability advancing?](https://www.aisi.gov.uk/blog/how-fast-is-autonomous-ai-cyber-capability-advancing), May 13, 2026, & [Our evaluation of Claude Mythos Preview's cyber capabilities](https://www.aisi.gov.uk/blog/our-evaluation-of-claude-mythos-previews-cyber-capabilities), April 13, 2026 (32-step simulated corporate network across 4 subnets & ~20 hosts, estimated at 20 human expert hours).

[^5]: Anthropic, [GLM-5.3 & the spread of advanced cyber capabilities](https://www.anthropic.com/research/glm-5-3-and-the-spread-of-advanced-cyber-capabilities), September 29, 2026 (GLM-5.3 builds end-to-end Chrome V8 exploits on ExploitBench in 50 of 410 attempts versus 56 of 410 for Claude Mythos Preview) ; Jaeho Lee & Alexander Barry, [Open-weight AI models are 6-7 months behind on cyber](https://epoch.ai/data-insights/open-closed-cyber-eci-gap), Epoch AI, October 16, 2026 (release dates & Cyber ECI scores : Claude Mythos Preview [April 7, 2026, ECI 164.8], Claude Mythos 5 [June 9, 2026, ECI 168.3], Claude Opus 5 [July 24, 2026, ECI 167.5], Zhipu GLM-5.3 [August 14, 2026, ECI 160.1]) ; [Artificial Analysis : Claude Opus 5.5 vs GLM-5.3](https://artificialanalysis.ai/models/comparisons/claude-opus-5-5-vs-glm-5-3) & [Anthropic API Pricing](https://platform.claude.com/docs/en/about-claude/pricing). Calculation : for a 100m-token break-in at the Artificial Analysis 7:2:1 cached-input / uncached-input / output agentic ratio, Claude Mythos 5 ($10/$50/$1 per MTok) = $770 ; Claude Opus 5 ($5/$25/$0.50 per MTok) = $385 ; Zhipu GLM-5.3 ($0.902/MTok blended on Z.ai) = $90.20 (1/55th to 1/111th of BIS's $5k–$10k April Mythos Preview range).

[^6]: Alexej Pikovsky, [AI SOC Economics : Costs, Pricing Models, & Who Keeps the Savings](https://alexejpikovsky.com/ai-soc-economics/), July 11, 2026 (updated September 15, 2026), & Edward Wu on [Cloud Security Podcast : The Truth About Agentic AI in the SOC](https://www.cloudsecuritypodcast.tv/videos/the-truth-about-agentic-ai-in-the-soc-reality-vs-hype), July 29, 2025 (100+ language-model calls per alert investigation, ~20k to 50k tokens or ~$2 of compute per alert).

[^7]: Vivekananda Allam et al., [Tipping the Scales : How AI Shapes the Offense-Defense Balance in Cyberspace](https://www.cnas.org/publications/reports/tipping-the-scales), Center for a New American Security, September 23, 2025.

[^8]: [Defending Against AI-Powered Attackers : Office Hours with Sunil Agrawal, CISO at Glean](https://tomtunguz.com/sunil-agrawal-office-hours/), tomtunguz.com.

[^9]: CrowdStrike 2026 Global Threat Report, as cited in Cloud Security Alliance, [AI-Induced Lateral Movement & Non-Human Identity Risk](https://labs.cloudsecurityalliance.org/research/csa-research-note-ai-induced-lateral-movement-20260309-csa-s/), March 9, 2026 : average eCrime breakout time of 29 minutes, with a fastest recorded breakout of 27 seconds.

[^10]: Cloud Security Alliance, [Hugging Face Breach : Anatomy of a Rogue AI Agent Swarm](https://labs.cloudsecurityalliance.org/research/csa-research-note-autonomous-ai-agent-swarm-hugging-face-bre/) (~700 active agents out of ~1,200 exchanging 70,000+ messages across July 9–13, 2026, logging ~17,600 actions & harvesting 136 production secrets), & Cogent Research, [Beyond the Human Horizon : Q4 2026 Threat Report](https://www.cogent.com/blog/beyond-the-human-horizon-q4-2026-threat-report) (across 50+ Fortune 1000 enterprises, 34 of 45 new monthly crown-jewel attack paths [76%, up 386% year over year] are viable only for parallel AI agent swarms).

[^11]: [Beyond Automation at OpenAI : Office Hours with Arvind KC](https://tomtunguz.com/arvind-kc-office-hours/), tomtunguz.com (span of control shifting from 7 people to 100 to 1,000 agents), & [Semperis : Security in the AI Era](https://www.semperis.com/wp-content/uploads/resources-pdfs/reports/report-semperis-ai-identity.pdf) (Microsoft estimate of 10 non-human identities per human trending toward 100 to 1).

[^12]: Rubrik Zero Labs & KPMG, [Invisible Access, Visible Risk](https://kpmg.com/xx/en/our-insights/ai-and-technology/invisible-access-visible-risk.html), December 2025 : non-human identities & autonomous agents outnumber human users by 82 to 1 in enterprise environments.
