WEBVTT - The $5 Billion Effort to help Secure the World’s Shared Software

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<v Speaker 1>Hey everyone, it's Oz. Today we're bringing you a new

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<v Speaker 1>episode of Smart Talks with IBM. This season, Malcolm Gladwell

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<v Speaker 1>talks to leaders using AI and emerging technology to change

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<v Speaker 1>the game in their industries. From Heineken using AI to

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<v Speaker 1>become the world's best connected brewer, to UFC using data

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<v Speaker 1>to turn chaos into clarity for fans and commentators, to

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<v Speaker 1>Cleveland Clinic using AI and quantum computing to accelerate discovery

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<v Speaker 1>at ibm.com slash smarttalks. This is a paid advertisement from IBM.

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<v Speaker 2>Hey, Tech Stuff listener. Thanks for tuning into this episode

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<v Speaker 2>of Smart Talks with IBM. If this episode sparked a

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<v Speaker 2>question you'd like to ask an IBM technical expert, submit

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<v Speaker 2>your questions at ibm.com slash smart talks. We're exploring ways

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<v Speaker 2>to bring your questions directly to the experts, and we'd

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<v Speaker 2>love to hear what's on your mind. You get the picture.

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<v Speaker 2>But keep scrolling. until you reach May 28th, a press

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<v Speaker 2>release that dwarfs nearly everything else. IBM and Red Hat

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<v Speaker 2>today announced Project Lightwell, a $ 5 billion commitment backed by

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<v Speaker 2>new frontier AI capabilities and a global force of more

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<v Speaker 2>than 20,000 engineers to help enterprises secure open source software.

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<v Speaker 2>IBM and Red Hat, the open source software leader that

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<v Speaker 2>IBM acquired in 2019, are committing $ 5 billion and 20,000

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<v Speaker 2>engineers to a cybersecurity project. Even in an age when

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<v Speaker 2>we have become inured to very large numbers, these are

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<v Speaker 2>very large numbers. Keep reading. Paragraph 4. The press release

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<v Speaker 2>then lists just some of the companies that have already

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<v Speaker 2>agreed to collaborate as early adopters. Bank of America, Bank

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<v Speaker 2>of New York, Citicorp, Goldman Sachs, JPMorgan Chase, MasterCard, Morgan Stanley,

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<v Speaker 2>Royal Bank of Canada, State Street, Visa, and Wells Fargo.

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<v Speaker 2>Four of the biggest banks in the US, the biggest

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<v Speaker 2>bank in Canada, two of the biggest investment banks on

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<v Speaker 2>Wall Street, two of the world's biggest credit card networks,

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<v Speaker 2>the firm that probably holds your 401k, just for starters.

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<v Speaker 2>Press releases do not normally require explanations. This one does.

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<v Speaker 2>I'm Malcolm Gladwell. You're listening to Smart Talks with IBM,

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<v Speaker 2>a podcast where we explore how AI and emerging technologies

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<v Speaker 2>are reshaping the way businesses and industries operate. In this episode,

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<v Speaker 2>I want to explain why one of the world's largest

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<v Speaker 2>technology companies felt compelled this past spring to launch one

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<v Speaker 2>of the largest dedicated commitments to open source security to date,

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<v Speaker 2>and why the minute they did, much of the financial

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<v Speaker 2>services industry raised their hand and said, count me in.

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<v Speaker 2>You are the head of information security for a large,

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<v Speaker 2>very large multinational bank. I put the question to Manish Sharma,

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<v Speaker 2>the chief information security officer for Wells Fargo, one of

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<v Speaker 2>the early adopters on Lightwell. Why did Wells Fargo participate?

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<v Speaker 3>You know, what we've seen with the progress in AI

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<v Speaker 3>is has created an element of urgency about everything from

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<v Speaker 3>maintenance to lifecycle management to operational stability, every aspect of it.

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<v Speaker 3>So it's really in the past few quarters that we've

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<v Speaker 3>started to look at things differently.

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<v Speaker 2>Anthropic released Mythos in preview mode just six weeks before

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<v Speaker 2>the launch of Lightwell. A frontier AI model so powerful...

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<v Speaker 2>that Anthropic, its developer, said that it would, quote, surpass

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<v Speaker 2>all but the most skilled humans at finding and exploiting

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<v Speaker 2>software vulnerabilities. It's right there in the press release. Paragraph three.

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<v Speaker 2>Anthropic recently reported that its mythos preview model identified nearly

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<v Speaker 2>3,900 high or critical severity vulnerabilities in open source software alone.

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<v Speaker 2>Thousands and thousands. of critical vulnerabilities. But there was a

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<v Speaker 2>moment where you're like, oh.

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<v Speaker 1>Yeah.

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<v Speaker 2>Give me a kind of more specific understanding of that.

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<v Speaker 2>So when you say the pace has changed, it's gone

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<v Speaker 2>from what to what?

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<v Speaker 3>Potentially from days and weeks to minutes.

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<v Speaker 2>To understand the urgency behind Lightwell, you have to understand

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<v Speaker 2>something about software that most people never think about. Open source.

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<v Speaker 2>Unlike proprietary code, Open source software isn't controlled exclusively by

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<v Speaker 2>one company or person. In a hypothetical universe where there

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<v Speaker 2>is no open source, where code is written the way

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<v Speaker 2>music lyrics are written or books are written, where they're

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<v Speaker 2>owned exclusively by the person, by the creator, how does

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<v Speaker 2>that affect the shape of the digital revolution?

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<v Speaker 4>Well, so actually I'm going to correct you.

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<v Speaker 2>I'm talking to Gunnar Hellickson, who runs the Lightwell Initiative,

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<v Speaker 2>for IBM and Red Hat.

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<v Speaker 4>In fact, open source only works because of copyright. So

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<v Speaker 4>what happens is I write a piece of software, I

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<v Speaker 4>have a copyright to it, and I use that copyright

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<v Speaker 4>not to say all rights reserved and restrict access to it.

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<v Speaker 4>I use those same rights to then I can now

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<v Speaker 4>ascribe those rights to other people. So it's actually what

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<v Speaker 4>was most clever about open source is it kind of

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<v Speaker 4>inverts the intent of the copyright law and makes it,

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<v Speaker 4>it turns it into a tool for sharing as opposed

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<v Speaker 4>to a tool for restriction.

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<v Speaker 2>Yeah. But books and music are not written as tools

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<v Speaker 2>for sharing.

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<v Speaker 4>No, that's true.

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<v Speaker 2>There's a million books I've read where I've said I

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<v Speaker 2>could make this better and I'm not allowed to.

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<v Speaker 3>Yeah, that's right. That's right.

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<v Speaker 4>And so the mechanics of sharing become important because using

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<v Speaker 4>the copyright law, you can actually ensure that things are

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<v Speaker 4>shared over time and consistently. So if I write a

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<v Speaker 4>piece of software and I give it to you, you

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<v Speaker 4>can improve it, but the license stipulates that you then

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<v Speaker 4>also have to share any improvements that you made, right?

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<v Speaker 4>And so in this way, it kind of folds in

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<v Speaker 4>on itself, right? Yeah.

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<v Speaker 2>Open source software often works in tandem with proprietary code.

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<v Speaker 2>Imagine a pyramid. At the top of the pyramid is

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<v Speaker 2>the specific, carefully tailored code that an individual company might

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<v Speaker 2>use to solve a specific problem. That code is typically

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<v Speaker 2>written in-house or purchased from a software company. It's curated.

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<v Speaker 2>It's controlled. systematically. Someone's in charge of it. But beneath

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<v Speaker 2>that sits something much larger. Billions of lines of open

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<v Speaker 2>source code. Shared software components or packages built collectively by

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<v Speaker 2>developers all over the world over decades. Anyone can use them.

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<v Speaker 2>Anyone can improve them. Someone fixes a bug, submits the

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<v Speaker 2>update to the volunteer running that particular package, and the

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<v Speaker 2>project evolves. A famous essay in the technology world refers

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<v Speaker 2>to these two models of software production as the cathedral

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<v Speaker 2>and the bazaar. The cathedral is quiet and composed and hierarchical.

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<v Speaker 2>The bazaar is sprawling and noisy and chaotic. And the

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<v Speaker 2>argument in the essay was that the bazaar, against all expectations,

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<v Speaker 2>was far better suited for the kind of creative work

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<v Speaker 2>that produces innovative software. Here's an excerpt from the essay.

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<v Speaker 2>describing the emergence of the most famous of all open-source projects, Linux,

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<v Speaker 2>started by Linus Torvald in the early 1990s, the operating

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<v Speaker 2>system that would become the backbone of modern computing. I

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<v Speaker 2>believed that the most important software needed to be built

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<v Speaker 2>like cathedrals, carefully crafted by individual wizards or small bands

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<v Speaker 2>of mages working in splendid isolation with no beta to

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<v Speaker 2>be released before its time. Linus Torvald's style of development,

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<v Speaker 2>release early and often, delegate everything you can, be open

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<v Speaker 2>to the point of promiscuity, came as a surprise. No quiet,

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<v Speaker 2>reverent cathedral building here. Rather, the Linux community seemed to

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<v Speaker 2>resemble a giant babbling bazaar of differing agendas and approaches,

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<v Speaker 2>aptly symbolized by the Linux archive sites who take submissions

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<v Speaker 2>from anyone, out of which a coherent and stable system

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<v Speaker 2>could seemingly emerge only by a succession of miracles. The

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<v Speaker 2>fact that this bizarre style seemed to work, and work well,

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<v Speaker 2>came as a distinct shock. Could we have gotten to

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<v Speaker 2>the level of technological sophistication that we have today without

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<v Speaker 2>open source?

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<v Speaker 5>No, no, no.

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<v Speaker 2>Here's Gunner again.

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<v Speaker 4>Open source is so widespread right now. Aircraft in the sky, waterworks, electricity, roads, governments,

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<v Speaker 4>they all rely on software that was largely developed by

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<v Speaker 4>volunteers who were just scratching their own itch. And no

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<v Speaker 4>single firm could capture all of that work. Couldn't afford

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<v Speaker 4>to pay them. And even if it could, the innovation

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<v Speaker 4>loops that happen in all of the sharing would be

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<v Speaker 4>confined to that one firm. It would be very, very

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<v Speaker 4>difficult for three or four of these firms to share

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<v Speaker 4>the information as easily as they can with open source.

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<v Speaker 2>To give you a sense of the scale of open source... GitHub,

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<v Speaker 2>the largest archive of open source code, has over 420

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<v Speaker 2>million software packages in its library. 230 new repositories were

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<v Speaker 2>created every minute in 2025. That year, software developers around

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<v Speaker 2>the world made just under a billion commits to that archive.

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<v Speaker 2>This year, in 2026, GitHub is seeing over 2 billion

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<v Speaker 2>commits a month due to an explosion in AI-assisted coding.

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<v Speaker 2>Open source is is massive. But the very thing that

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<v Speaker 2>makes open source so dynamic, the fact that there is

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<v Speaker 2>no central controlling authority, is also what makes it so fragile.

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<v Speaker 2>So who actually worries about the security of open source code?

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<v Speaker 4>So as the software graduates and moves into commercialization, it's

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<v Speaker 4>real clear, right? There's not just one, but probably several

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<v Speaker 4>companies who are interested in making sure that that software

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<v Speaker 4>is secure, right? So things work really well at that point.

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<v Speaker 4>So really what we're talking about is the software that

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<v Speaker 4>doesn't quite get swept up in the commercialization process, but

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<v Speaker 4>it's still essential. And the way I just described it

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<v Speaker 4>makes it sound like that's like 5% of the problem,

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<v Speaker 4>but across all of IT, it's about 60 to 70%

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<v Speaker 4>of the software that we're running falls in that chasm

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<v Speaker 4>between it's not actually commercially supported and it's not software

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<v Speaker 4>that the company has written itself. These are what we

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<v Speaker 4>call dependencies. These are software that we need to go

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<v Speaker 4>write other software. And that's to date we have not

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<v Speaker 4>tended not to think very hard about the security of

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<v Speaker 4>those dependencies.

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<v Speaker 2>Much of the software underneath modern life doesn't belong to

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<v Speaker 2>anyone in particular, which raises an obvious question. If everyone

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<v Speaker 2>depends on it, who's responsible for maintaining it?

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<v Speaker 5>Well, this is the whole thing about open source software

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<v Speaker 5>is it's incredibly important and it is maintained by a

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<v Speaker 5>relatively small number of people. And so you can think

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<v Speaker 5>about these enormously consequential projects that we all rely upon,

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<v Speaker 5>basically maintained by a handful of people. And that's been

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<v Speaker 5>the biggest issue of it, sort of industrial use and

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<v Speaker 5>then artisanal scale maintenance. And because of where we're at

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<v Speaker 5>right now with respect to infrastructure and software being under

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<v Speaker 5>increasing threat, given these very powerful AI capabilities, there's now

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<v Speaker 5>been a big flashlight on, wow, we depend on this

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<v Speaker 5>open source software, but it is maintained by, in a

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<v Speaker 5>lot of cases, volunteers.

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<v Speaker 2>That's Jan Easterly. She has spent her career thinking about risk. First,

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<v Speaker 2>as a soldier and intelligence officer, later inside the cybersecurity establishment,

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<v Speaker 2>and now as the head of RSAC, one of the

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<v Speaker 2>world's leading cybersecurity conferences and communities. Talk a little bit

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<v Speaker 2>about your own path to worrying about this problem. How

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<v Speaker 2>did you get into this?

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<v Speaker 5>Yeah, I mean, a pretty circuitous path, to be honest.

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<v Speaker 5>It sort of started out right after my 18th birthday,

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<v Speaker 5>where I entered the gates of the United States Military

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<v Speaker 5>Academy at West Point.

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<v Speaker 2>Easterly was in the military for the fall of the

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<v Speaker 2>Berlin Wall. She served on the ground in Haiti, Bosnia, Kosovo, Somalia.

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<v Speaker 2>She returned to West Point to teach economics.

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<v Speaker 5>And I was there during 9-11 where the world changed again.

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<v Speaker 5>And the next decade became all about terrorism. I was

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<v Speaker 5>at the White House working for Condi Rice as her

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<v Speaker 5>executive assistant and then went off to the National Security Agency,

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<v Speaker 5>of course, the world's largest and most powerful intelligence agency.

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<v Speaker 5>And I was there for over a decade in Iraq.

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<v Speaker 5>in Afghanistan, and that's where I got into cyber. Stood

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<v Speaker 5>up the Army's first cyber operations battalion, went to stand

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<v Speaker 5>up US Cyber Command, and then ended up in the

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<v Speaker 5>private sector at Morgan Stanley, and then at CISA, which

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<v Speaker 5>is America's Cyber Defense Agency, and now I run the

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<v Speaker 5>largest platform for cybersecurity. And so a very circuitous path,

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<v Speaker 5>which all kinds of different threats, but right now a

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<v Speaker 5>huge focus on cyber.

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<v Speaker 2>Craziest career path I've ever heard.

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<v Speaker 5>It is a little crazy.

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<v Speaker 2>Easterly is, in the world of cybersecurity, a unique figure.

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<v Speaker 2>She's a soldier and a strategist, not a coder. She

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<v Speaker 2>spent her career moving between the military government and the

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<v Speaker 2>private sector, not growing up in Silicon Valley. And most

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<v Speaker 2>of all, she's someone who has spent her career looking

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<v Speaker 2>at problems through the lens of national security and resilience.

0:15:00.160 --> 0:15:03.960
<v Speaker 2>Who threatens us? Where are we vulnerable? How do we

0:15:04.020 --> 0:15:06.540
<v Speaker 2>reduce risk? And how do we make the systems we

0:15:06.580 --> 0:15:09.670
<v Speaker 2>depend on harder to break and faster to recover when

0:15:09.690 --> 0:15:13.770
<v Speaker 2>they do. That combination has given her an unusual and

0:15:13.930 --> 0:15:18.780
<v Speaker 2>influential voice on cybersecurity. And one of Easterly's mantras is,

0:15:19.320 --> 0:15:22.280
<v Speaker 2>the world does not have a cybersecurity problem. It has,

0:15:22.800 --> 0:15:26.240
<v Speaker 2>and to her mind, this distinction is crucial, a software

0:15:26.340 --> 0:15:27.200
<v Speaker 2>quality problem.

0:15:27.680 --> 0:15:31.560
<v Speaker 5>So security has always been a bolt-on, right? That's arguably

0:15:31.620 --> 0:15:35.420
<v Speaker 5>what created the multi-billion dollar cybersecurity aftermarket.

0:15:35.560 --> 0:15:38.160
<v Speaker 2>What she means is that cybersecurity is is thought of

0:15:38.340 --> 0:15:42.340
<v Speaker 2>as a layer added to software after the fact, often

0:15:42.440 --> 0:15:45.940
<v Speaker 2>by someone other than the original software developer to keep

0:15:46.040 --> 0:15:51.000
<v Speaker 2>the software secure. Her question is, why isn't the security

0:15:51.140 --> 0:15:56.590
<v Speaker 2>baked into the software itself? Answer, because the incentive structure

0:15:56.890 --> 0:15:59.050
<v Speaker 2>around writing software is all wrong.

0:15:59.700 --> 0:16:03.160
<v Speaker 5>I mean, it comes down to without getting too geeky or,

0:16:03.420 --> 0:16:03.680
<v Speaker 5>you know.

0:16:04.060 --> 0:16:07.590
<v Speaker 2>No, you can get geeky. This is IBM smart talks.

0:16:07.790 --> 0:16:09.610
<v Speaker 2>You can be geeky as you want.

0:16:09.630 --> 0:16:10.110
<v Speaker 1>All right.

0:16:10.190 --> 0:16:15.850
<v Speaker 5>We're going to do a quick econ 101. So it

0:16:15.870 --> 0:16:18.870
<v Speaker 5>all comes down to like basic economics, right? Goods, right? So,

0:16:19.270 --> 0:16:22.430
<v Speaker 5>you know, you have search goods where you can tell

0:16:22.480 --> 0:16:24.460
<v Speaker 5>the quality of a good before you buy it. Pair

0:16:24.500 --> 0:16:27.580
<v Speaker 5>of shoes, nice shirt. And then you have experienced goods.

0:16:27.620 --> 0:16:29.870
<v Speaker 5>You tell the quality after you buy it, like a

0:16:29.900 --> 0:16:33.570
<v Speaker 5>meal in a restaurant or a nice, you know, trip, right?

0:16:33.670 --> 0:16:38.210
<v Speaker 5>But software security is a quintessential credence good. What does

0:16:38.230 --> 0:16:41.650
<v Speaker 5>that mean? It means that a person can't actually tell

0:16:41.700 --> 0:16:44.120
<v Speaker 5>the quality of a good before you purchase it or

0:16:44.200 --> 0:16:47.020
<v Speaker 5>even after you purchase it. So the average human is

0:16:47.060 --> 0:16:49.300
<v Speaker 5>not going to look at a piece of software and say,

0:16:49.320 --> 0:16:52.880
<v Speaker 5>that is the most secure software. That is the best,

0:16:52.990 --> 0:16:56.700
<v Speaker 5>most resilient code ever. Or I am definitely going to

0:16:56.740 --> 0:16:59.000
<v Speaker 5>get hacked and all my money is going to get stolen.

0:16:59.500 --> 0:17:03.130
<v Speaker 5>You can't look at that, right? And so because of that,

0:17:04.050 --> 0:17:07.570
<v Speaker 5>consumers don't really know what to ask for. And so

0:17:07.650 --> 0:17:12.149
<v Speaker 5>the makers of the software were never incentivized to prioritize it.

0:17:12.210 --> 0:17:15.330
<v Speaker 5>They were incentivized to prioritize getting that product to market

0:17:15.369 --> 0:17:18.660
<v Speaker 5>first or driving down the cost. And so you have

0:17:18.720 --> 0:17:22.500
<v Speaker 5>basically a classic market failure situation. where the market is

0:17:22.560 --> 0:17:25.639
<v Speaker 5>not going to reward something that consumers don't actually care about.

0:17:26.359 --> 0:17:28.939
<v Speaker 5>And then the further problem is, what happens, you know,

0:17:28.960 --> 0:17:31.160
<v Speaker 5>how do you fix a market failure? Well, the government

0:17:31.220 --> 0:17:35.770
<v Speaker 5>steps in with regulation to protect consumers. But in this case,

0:17:36.310 --> 0:17:39.270
<v Speaker 5>the technology vendors who make this stuff have said, you know,

0:17:39.290 --> 0:17:42.609
<v Speaker 5>at the end of the day, these flaws, these defects,

0:17:42.670 --> 0:17:46.680
<v Speaker 5>these vulnerabilities, they're just the cost of doing business. We'll

0:17:46.740 --> 0:17:49.590
<v Speaker 5>tell customers that there's a flaw and you need to

0:17:49.630 --> 0:17:52.030
<v Speaker 5>patch it and just take care of it after the fact.

0:17:52.710 --> 0:17:55.990
<v Speaker 5>And so there's never been any sort of technology regulation.

0:17:56.050 --> 0:17:58.790
<v Speaker 5>There's never been any sort of a software liability. So

0:17:59.070 --> 0:18:02.010
<v Speaker 5>anybody who buys software, I challenge you, whether you're a

0:18:02.050 --> 0:18:06.220
<v Speaker 5>corporation or an individual, look at that contract that you sign.

0:18:06.760 --> 0:18:10.420
<v Speaker 5>And somewhere on that contract, it will say, you buy

0:18:10.460 --> 0:18:15.330
<v Speaker 5>this product entirely at your own risk. I guarantee you

0:18:15.470 --> 0:18:17.410
<v Speaker 5>it will say that. And of course, we all check

0:18:17.430 --> 0:18:21.390
<v Speaker 5>that box. But essentially, we've set up a world where

0:18:21.550 --> 0:18:27.100
<v Speaker 5>software quality is not prized. And so that's where developers

0:18:27.150 --> 0:18:29.659
<v Speaker 5>have never been, you know, security has never been the

0:18:29.720 --> 0:18:33.119
<v Speaker 5>number one thing that developers have focused on. It's certainly

0:18:33.160 --> 0:18:36.780
<v Speaker 5>not a malicious thing. It's just they're writing code and

0:18:37.040 --> 0:18:39.480
<v Speaker 5>they are moving out products and there's not been this

0:18:39.590 --> 0:18:42.250
<v Speaker 5>incentive to write secure code.

0:18:42.490 --> 0:18:46.280
<v Speaker 2>With open source software, This misalignment of incentives is in

0:18:46.340 --> 0:18:49.859
<v Speaker 2>some ways even more pronounced because you have this far-flung

0:18:49.880 --> 0:18:54.600
<v Speaker 2>group of developers working independently on a single project, improving,

0:18:54.920 --> 0:18:58.390
<v Speaker 2>evolving in fits and starts. Some things just fall through

0:18:58.410 --> 0:19:02.970
<v Speaker 2>the cracks. Here's Gunnar again. Why isn't the open source

0:19:03.010 --> 0:19:07.990
<v Speaker 2>innovator in the beginning motivated to make the code as

0:19:08.030 --> 0:19:12.040
<v Speaker 2>secure as possible? are they indifferent to it or do

0:19:12.119 --> 0:19:14.350
<v Speaker 2>other things take priority or what's the kind.

0:19:14.190 --> 0:19:18.470
<v Speaker 4>Of, yeah, well, it's a, it's a combination of things. It's, uh, uh, well,

0:19:18.630 --> 0:19:19.609
<v Speaker 4>do you brush your teeth every day?

0:19:20.630 --> 0:19:21.910
<v Speaker 3>I do. Oh, okay.

0:19:21.930 --> 0:19:26.040
<v Speaker 2>That's a bad example then. My children, maybe you could

0:19:26.119 --> 0:19:26.620
<v Speaker 2>use my kids.

0:19:26.800 --> 0:19:28.659
<v Speaker 4>So do they know that they need to brush their

0:19:28.680 --> 0:19:29.240
<v Speaker 4>teeth every day?

0:19:29.359 --> 0:19:29.580
<v Speaker 1>Yes.

0:19:29.780 --> 0:19:31.820
<v Speaker 4>Will they actually brush their teeth every day? No, we're

0:19:31.840 --> 0:19:34.500
<v Speaker 4>all human. We all have reasons. And an open source

0:19:34.760 --> 0:19:39.150
<v Speaker 4>project maintainer may, uh, They may not have the skills

0:19:39.190 --> 0:19:41.670
<v Speaker 4>or the wherewithal to actually make the software secure. That's

0:19:41.710 --> 0:19:44.570
<v Speaker 4>very common because making software secure is a dark art. right?

0:19:44.790 --> 0:19:48.899
<v Speaker 4>It's very complicated. And it could be also that they

0:19:48.940 --> 0:19:51.340
<v Speaker 4>were distracted, right? They could be that they started a

0:19:51.359 --> 0:19:54.740
<v Speaker 4>project that was very, very promising, but then they got married,

0:19:55.340 --> 0:19:57.340
<v Speaker 4>they got a dog, and they got distracted, they got

0:19:57.359 --> 0:20:00.040
<v Speaker 4>a new job, and now that software got picked up

0:20:00.080 --> 0:20:02.570
<v Speaker 4>by somebody else who didn't go back and check the code.

0:20:02.590 --> 0:20:03.670
<v Speaker 4>You know, there's lots of reasons why.

0:20:04.010 --> 0:20:07.820
<v Speaker 2>Historically, that kind of messiness was manageable. The bizarre would

0:20:07.930 --> 0:20:11.440
<v Speaker 2>inevitably get around to identifying and fixing the most serious

0:20:11.480 --> 0:20:16.140
<v Speaker 2>of vulnerabilities. Before AI comes along, developers have an intuition

0:20:16.840 --> 0:20:19.780
<v Speaker 2>about how safe a piece of software is. And what

0:20:19.840 --> 0:20:23.200
<v Speaker 2>AI does is it says those intuitions tended to radically

0:20:23.280 --> 0:20:25.879
<v Speaker 2>underestimate the number of vulnerabilities.

0:20:26.040 --> 0:20:26.220
<v Speaker 3>Yeah.

0:20:26.400 --> 0:20:27.060
<v Speaker 2>How radically?

0:20:28.700 --> 0:20:32.239
<v Speaker 4>Quite radically. The number of vulnerabilities that we joke internally

0:20:32.290 --> 0:20:35.109
<v Speaker 4>that a lot of the vulnerabilities that we've discovered are

0:20:35.170 --> 0:20:38.320
<v Speaker 4>old enough to vote. They have been in software for 18,

0:20:38.320 --> 0:20:39.230
<v Speaker 4>20 years.

0:20:39.550 --> 0:20:40.470
<v Speaker 2>These people just never.

0:20:40.750 --> 0:20:43.550
<v Speaker 4>Yeah, just never looked. Or never had an AI that

0:20:44.070 --> 0:20:45.250
<v Speaker 4>had the patience to look, right?

0:20:45.470 --> 0:20:48.770
<v Speaker 2>Yeah. In the world of cybersecurity, vulnerabilities are given a

0:20:48.810 --> 0:20:53.270
<v Speaker 2>grade on the Common Vulnerability Scoring System, more commonly referred

0:20:53.310 --> 0:20:58.190
<v Speaker 2>to as a CVSS score. The CVSS scale measures how

0:20:58.330 --> 0:20:59.689
<v Speaker 2>serious a vulnerability is.

0:21:00.300 --> 0:21:02.399
<v Speaker 4>So if you say that my piece of software has

0:21:02.440 --> 0:21:05.240
<v Speaker 4>a critical vulnerability, cool, I'll go fix the critical vulnerability

0:21:05.280 --> 0:21:09.240
<v Speaker 4>and then mark it. But to date, we've said, well,

0:21:09.260 --> 0:21:11.870
<v Speaker 4>if you've got 10 low vulnerabilities, it's kind of like, well,

0:21:11.890 --> 0:21:13.910
<v Speaker 4>I could go fix it. But it's actually probably even

0:21:13.970 --> 0:21:15.689
<v Speaker 4>more disruptive and risky to fix it than it is

0:21:15.770 --> 0:21:17.330
<v Speaker 4>to just leave it alone. So we're just going to

0:21:17.350 --> 0:21:19.350
<v Speaker 4>let it be. And we kind of as an industry,

0:21:19.369 --> 0:21:21.560
<v Speaker 4>we kind of collectively decided over the last 25 years,

0:21:21.619 --> 0:21:24.840
<v Speaker 4>like when we get these low impact vulnerabilities, let's just

0:21:24.880 --> 0:21:25.320
<v Speaker 4>leave them be.

0:21:25.380 --> 0:21:25.859
<v Speaker 1>It's riskier.

0:21:25.940 --> 0:21:29.220
<v Speaker 4>It's too risky to fix them. So any one of

0:21:29.260 --> 0:21:32.460
<v Speaker 4>these things is not very important, but when you chain

0:21:32.500 --> 0:21:34.840
<v Speaker 4>five or six of them together in a very specific way,

0:21:35.140 --> 0:21:37.679
<v Speaker 4>now suddenly they become critical. That is one of the

0:21:37.740 --> 0:21:40.700
<v Speaker 4>consequences of, now that we've pointed AI at this problem,

0:21:41.090 --> 0:21:43.270
<v Speaker 4>that's one of the things that we've collectively come to

0:21:43.290 --> 0:21:43.830
<v Speaker 4>this realization.

0:21:43.869 --> 0:21:48.370
<v Speaker 2>We're talking about not just second-order effects, but third, fourth, fifth-order.

0:21:48.910 --> 0:21:51.850
<v Speaker 2>It's like chess. This one move doesn't appear to put

0:21:51.890 --> 0:21:53.689
<v Speaker 2>me in any peril, but what I've done in the

0:21:53.730 --> 0:21:56.379
<v Speaker 2>first round will come back to haunt me five rounds in,

0:21:56.600 --> 0:22:00.470
<v Speaker 2>and by then... I've lost. There's a flip side to this, though.

0:22:01.310 --> 0:22:04.320
<v Speaker 2>And that's where the story turns optimistic. If AI has

0:22:04.359 --> 0:22:07.359
<v Speaker 2>made it much easier for bad actors to find vulnerabilities,

0:22:08.000 --> 0:22:10.960
<v Speaker 2>it has also made it easier for the good guys

0:22:10.980 --> 0:22:14.280
<v Speaker 2>to fix them. Here's Manish Sharma again, who has the

0:22:14.400 --> 0:22:19.100
<v Speaker 2>massive responsibility of ensuring digital security for a major institution,

0:22:19.540 --> 0:22:20.179
<v Speaker 2>Wells Fargo.

0:22:21.080 --> 0:22:23.850
<v Speaker 3>We've quite literally used AI to sort of combat the

0:22:23.869 --> 0:22:25.409
<v Speaker 3>risk of AI. And what I mean by that is

0:22:25.430 --> 0:22:29.820
<v Speaker 3>we've developed automated capabilities using AI to be able to

0:22:29.900 --> 0:22:32.340
<v Speaker 3>fix what we detect in our software.

0:22:33.140 --> 0:22:36.680
<v Speaker 2>Like any competitive struggle, from a sporting match to human warfare,

0:22:37.100 --> 0:22:41.619
<v Speaker 2>competition involves a constant back and forth between defense and offense,

0:22:42.100 --> 0:22:45.199
<v Speaker 2>with each side having a momentary advantage. And while the

0:22:45.240 --> 0:22:48.470
<v Speaker 2>advantage in software is to the attacker right now, that

0:22:48.650 --> 0:22:52.830
<v Speaker 2>shouldn't always be the case. Manish says he's also seeing

0:22:52.850 --> 0:22:55.570
<v Speaker 2>the balance shift with some of the new AI tools.

0:22:56.720 --> 0:23:01.630
<v Speaker 3>Done the right way, architected the right way, I don't

0:23:01.670 --> 0:23:07.590
<v Speaker 3>think it's easier or faster for AI to identify than

0:23:08.290 --> 0:23:10.570
<v Speaker 3>to mitigate. You know, obviously there is going to be

0:23:10.590 --> 0:23:12.869
<v Speaker 3>a little bit of a lag between those two, but

0:23:12.890 --> 0:23:15.210
<v Speaker 3>it's not orders of magnitude, meaning it's not as if

0:23:15.260 --> 0:23:19.020
<v Speaker 3>you can find things in a day and it takes

0:23:19.080 --> 0:23:23.460
<v Speaker 3>you months to patch them or to mitigate them. If

0:23:23.500 --> 0:23:24.080
<v Speaker 3>that's where.

0:23:26.010 --> 0:23:29.250
<v Speaker 3>An institution is, I'd be a little concerned. So your

0:23:29.310 --> 0:23:33.859
<v Speaker 3>ability to respond to things has gotten a lot faster

0:23:34.340 --> 0:23:38.560
<v Speaker 3>as well. It's not one-to-one mapping between finding and resolving.

0:23:38.740 --> 0:23:44.260
<v Speaker 3>Usually it's, you know, one-to-many, but using AI, you can

0:23:44.600 --> 0:23:48.580
<v Speaker 3>very efficiently create an architecture where you're able to respond

0:23:48.660 --> 0:23:51.240
<v Speaker 3>to those threats way, way faster. That's our area of focus.

0:23:51.420 --> 0:23:53.550
<v Speaker 2>Can you give me a kind of a a rough

0:23:53.609 --> 0:23:56.350
<v Speaker 2>sense of how much that gap has closed in recent?

0:23:56.609 --> 0:24:00.590
<v Speaker 3>It's closing pretty, pretty, pretty fast. And it's closing pretty

0:24:00.630 --> 0:24:04.449
<v Speaker 3>fast at most institutions that I talk to. And let

0:24:04.470 --> 0:24:07.689
<v Speaker 3>me give you an example. In terms of scale, you

0:24:07.730 --> 0:24:11.879
<v Speaker 3>are now seeing not a factor of two times or

0:24:11.940 --> 0:24:16.179
<v Speaker 3>three times the number of fixes to critical and high vulnerabilities.

0:24:16.220 --> 0:24:22.720
<v Speaker 3>You're seeing a magnitude of 10x, 20x within the same

0:24:23.369 --> 0:24:28.619
<v Speaker 3>window of time. So if an organization was mitigating, let's say,

0:24:28.619 --> 0:24:32.320
<v Speaker 3>100 vulnerabilities, critical or high in a month, our ability

0:24:32.640 --> 0:24:36.820
<v Speaker 3>to patch that is order of magnitude faster now than

0:24:36.880 --> 0:24:37.860
<v Speaker 3>it was in the past.

0:24:38.140 --> 0:24:40.140
<v Speaker 2>If you are someone sitting on a mountain of open

0:24:40.180 --> 0:24:46.550
<v Speaker 2>source code, of uncertain integrity, all is not lost. The

0:24:46.590 --> 0:24:50.189
<v Speaker 2>same technology that threatens you can also help save you.

0:24:50.850 --> 0:24:53.440
<v Speaker 2>But you have to be organized. You need a strategy,

0:24:54.320 --> 0:24:59.119
<v Speaker 2>and you need a partner. The AI company Anthropic released

0:24:59.140 --> 0:25:02.260
<v Speaker 2>a preview of Mythos on April 7th of this year.

0:25:02.820 --> 0:25:05.920
<v Speaker 2>The model was so good at finding vulnerabilities in software,

0:25:06.180 --> 0:25:09.350
<v Speaker 2>Anthropic said, that it would give a select group of partners,

0:25:09.740 --> 0:25:15.470
<v Speaker 2>mostly tech, cybersecurity, and critical infrastructure organizations, two months of

0:25:15.530 --> 0:25:20.710
<v Speaker 2>early access, so they could prepare themselves for Mythos's extraordinary abilities.

0:25:21.740 --> 0:25:25.260
<v Speaker 2>The same day, Treasury Secretary Scott Besant and the chair

0:25:25.340 --> 0:25:28.899
<v Speaker 2>of the Federal Reserve, Jerome Powell, summoned the CEOs of

0:25:28.940 --> 0:25:32.340
<v Speaker 2>the country's top banks to a closed-door meeting in Washington

0:25:33.040 --> 0:25:36.859
<v Speaker 2>to warn them that AI was posing an unprecedented threat

0:25:37.140 --> 0:25:41.260
<v Speaker 2>to the banking community. Financial firms have always been high

0:25:41.320 --> 0:25:44.480
<v Speaker 2>on the hackers' list of preferred targets. As the notorious

0:25:44.570 --> 0:25:47.830
<v Speaker 2>bank robber Willie Sutton famously said in response to a

0:25:47.869 --> 0:25:50.859
<v Speaker 2>question about why he robbed banks, that's where the money is.

0:25:51.740 --> 0:25:56.459
<v Speaker 2>The digital world isn't any different. Lightwell was the logical

0:25:56.520 --> 0:25:59.740
<v Speaker 2>next step. IBM's Red Hat was already in this game.

0:26:00.240 --> 0:26:03.109
<v Speaker 2>Their flagship business is aimed at bridging the gap between

0:26:03.130 --> 0:26:08.250
<v Speaker 2>the open-source software systems and corporate users. Gunnar Hellickson said

0:26:08.550 --> 0:26:10.830
<v Speaker 2>they had talked about doing a wider effort, but had

0:26:10.890 --> 0:26:14.649
<v Speaker 2>always dismissed the idea because it seemed too ambitious. Too

0:26:14.670 --> 0:26:18.090
<v Speaker 2>much code to manage. Too many people to hire. But,

0:26:18.130 --> 0:26:22.260
<v Speaker 2>he says, once Mythos was announced... we realized the urgency

0:26:22.300 --> 0:26:24.560
<v Speaker 2>of the problem and that we finally had the tools

0:26:24.600 --> 0:26:27.860
<v Speaker 2>we needed to solve it. By the end of May,

0:26:28.119 --> 0:26:31.240
<v Speaker 2>Lightwell was up and running. And one by one, the banks,

0:26:31.660 --> 0:26:33.510
<v Speaker 2>many of whom had been at that April meeting at

0:26:33.550 --> 0:26:37.510
<v Speaker 2>the Treasury Department, signed up. The problem was so large,

0:26:37.750 --> 0:26:41.190
<v Speaker 2>they realized, they couldn't tackle it on their own. This

0:26:41.270 --> 0:26:44.109
<v Speaker 2>is Munish Sharma again, on the scale of the task

0:26:44.150 --> 0:26:45.710
<v Speaker 2>of securing open source code.

0:26:47.570 --> 0:26:50.710
<v Speaker 3>So it is large. It is humongous in terms of

0:26:51.660 --> 0:26:56.889
<v Speaker 3>how integrated it is in the overall software stack. In

0:26:56.950 --> 0:27:00.010
<v Speaker 3>our ability to manage it, that's where the various institutions

0:27:00.070 --> 0:27:03.109
<v Speaker 3>are coming together. And, you know, we are taking a

0:27:03.330 --> 0:27:07.210
<v Speaker 3>systematic stance on it instead of trying to fork off

0:27:07.570 --> 0:27:09.889
<v Speaker 3>and starting to manage the packages ourselves, which is one

0:27:09.910 --> 0:27:13.379
<v Speaker 3>way of doing things. Another is to partner with industry

0:27:13.460 --> 0:27:16.219
<v Speaker 3>and really come at it together. So I think there

0:27:16.240 --> 0:27:18.679
<v Speaker 3>has been a lot of focus on this in the

0:27:18.740 --> 0:27:23.540
<v Speaker 3>past few months. And through various institutions, including Lightwell, where

0:27:23.580 --> 0:27:29.220
<v Speaker 3>we are focused on making sure that we extensively scan

0:27:29.260 --> 0:27:33.440
<v Speaker 3>and understand the security risks within the open source packages

0:27:33.460 --> 0:27:34.280
<v Speaker 3>that have been consumed.

0:27:34.300 --> 0:27:37.659
<v Speaker 2>You talked about partnerships. What are you looking for in

0:27:37.720 --> 0:27:40.020
<v Speaker 2>a partner? What is it you need when you look

0:27:40.060 --> 0:27:41.340
<v Speaker 2>outside your own organization?

0:27:42.340 --> 0:27:46.510
<v Speaker 3>So first and foremost, it's the first thing I'd look

0:27:46.570 --> 0:27:52.550
<v Speaker 3>at is their ability to scale. and followed by a

0:27:52.609 --> 0:27:57.070
<v Speaker 3>mindset that is security first. This has to be a sustainable,

0:27:57.390 --> 0:28:01.649
<v Speaker 3>at-scale solution. We're not talking dozens of packages. We're not

0:28:01.670 --> 0:28:06.290
<v Speaker 3>talking hundreds of packages. We're talking tens of thousands of packages.

0:28:07.010 --> 0:28:14.280
<v Speaker 2>So, Lightwell, 20,000 people and $ 5 billion. Big because it

0:28:14.340 --> 0:28:18.000
<v Speaker 2>has to be big. It offers a repository or network

0:28:18.460 --> 0:28:19.879
<v Speaker 2>of fixes and components?

0:28:20.940 --> 0:28:28.510
<v Speaker 4>Lightwell is a clearinghouse for open source vulnerabilities. Companies join

0:28:28.530 --> 0:28:33.629
<v Speaker 4>the clearinghouse. They submit their vulnerabilities to Lightwell. Lightwell fixes

0:28:33.670 --> 0:28:38.010
<v Speaker 4>those vulnerabilities and then delivers them back to the customers

0:28:38.270 --> 0:28:40.130
<v Speaker 4>and to the open source communities they came from.

0:28:41.510 --> 0:28:45.710
<v Speaker 2>And you said... Do you have 20,000 people or do

0:28:45.730 --> 0:28:47.260
<v Speaker 2>you want to have 20,000 people?

0:28:47.360 --> 0:28:51.040
<v Speaker 4>The aspiration is 20,000 people dedicated to the effort of

0:28:51.140 --> 0:28:52.880
<v Speaker 4>securing open source software.

0:28:53.220 --> 0:28:54.120
<v Speaker 2>It's an astonishing number.

0:28:54.160 --> 0:28:55.440
<v Speaker 4>It's an astonishing number, yeah.

0:28:56.500 --> 0:28:58.080
<v Speaker 2>And are all these people going to be in one

0:28:58.140 --> 0:28:59.500
<v Speaker 2>place or scattered throughout the world?

0:28:59.520 --> 0:29:00.920
<v Speaker 4>No, necessarily they have to be scattered.

0:29:01.060 --> 0:29:02.550
<v Speaker 2>How busy have you been?

0:29:03.310 --> 0:29:07.890
<v Speaker 4>Extraordinarily. I've been at Red Hat for 20 years. And

0:29:07.910 --> 0:29:11.850
<v Speaker 4>I was talking to another old head at Red Hat and...

0:29:12.970 --> 0:29:14.870
<v Speaker 4>he and I had the same impression. It was like,

0:29:14.950 --> 0:29:18.470
<v Speaker 4>this is what Linux felt like. When we first caught

0:29:18.510 --> 0:29:22.740
<v Speaker 4>the wave of Linux adoption 20, 25 years ago, this

0:29:22.800 --> 0:29:26.540
<v Speaker 4>is what it felt like. Everyone understood what needed to happen.

0:29:27.960 --> 0:29:30.120
<v Speaker 4>Nobody really knew how it was supposed to work in

0:29:30.140 --> 0:29:33.110
<v Speaker 4>its entirety, but everyone was kind of rushing in to

0:29:33.140 --> 0:29:35.890
<v Speaker 4>figure it out. And it feels very much the same.

0:29:36.870 --> 0:29:39.370
<v Speaker 2>For Easterly, the moment we're in reminds her of the

0:29:39.490 --> 0:29:42.400
<v Speaker 2>early days of Linux. the Cold War. A super weapon arrived,

0:29:42.760 --> 0:29:47.400
<v Speaker 2>posing an existential threat. But what happened? The world responded,

0:29:47.920 --> 0:29:52.370
<v Speaker 2>built institutions, learned how to protect itself. She's an optimist

0:29:52.430 --> 0:29:52.870
<v Speaker 2>by nature.

0:29:53.450 --> 0:29:58.250
<v Speaker 5>And so we've actually created an environment where defenders are

0:29:58.820 --> 0:30:02.860
<v Speaker 5>are at a massive disadvantage because of the way that

0:30:02.920 --> 0:30:07.640
<v Speaker 5>technology was created with these flaws and defects. Now, the

0:30:07.700 --> 0:30:11.280
<v Speaker 5>great news is what we can see with these AI

0:30:11.340 --> 0:30:15.640
<v Speaker 5>tools as they become increasingly powerful, they can actually shift

0:30:15.840 --> 0:30:20.380
<v Speaker 5>the advantage to defenders by creating much more secure and

0:30:20.460 --> 0:30:25.340
<v Speaker 5>much more resilient code than we've ever had before. And importantly,

0:30:25.500 --> 0:30:29.610
<v Speaker 5>helping us to transform and refactor a lot of the

0:30:29.730 --> 0:30:33.870
<v Speaker 5>insecure legacy code that we've been dealing with for decades

0:30:33.950 --> 0:30:36.560
<v Speaker 5>and decades. And so I wrote a piece last year

0:30:37.180 --> 0:30:40.280
<v Speaker 5>that was called The End of Cybersecurity, an optimist's guide

0:30:40.340 --> 0:30:44.380
<v Speaker 5>to improving software quality. And it was all about how

0:30:44.440 --> 0:30:47.740
<v Speaker 5>we can look at AI as a cure for insecure code.

0:30:48.180 --> 0:30:51.200
<v Speaker 5>So I do believe in the next couple years, we

0:30:51.220 --> 0:30:54.550
<v Speaker 5>can actually see a significant reduction in cyber risk, a

0:30:54.610 --> 0:30:59.450
<v Speaker 5>significant improvement in software quality. But the path to get

0:30:59.520 --> 0:31:01.660
<v Speaker 5>from here to there, I think is going to be

0:31:01.720 --> 0:31:05.820
<v Speaker 5>pretty rocky. Because in the short term, attackers will have

0:31:05.860 --> 0:31:09.900
<v Speaker 5>an advantage by using these AI tools to more rapidly

0:31:10.380 --> 0:31:15.280
<v Speaker 5>find those flaws, those defects, those vulnerabilities, and potentially weaponize them.

0:31:15.920 --> 0:31:18.760
<v Speaker 5>So in the short term, the advantage goes to attackers.

0:31:19.020 --> 0:31:21.100
<v Speaker 5>In the long term, it goes to the defenders.

0:31:21.980 --> 0:31:24.600
<v Speaker 2>And in the end, maybe that's why this press release

0:31:24.620 --> 0:31:28.710
<v Speaker 2>felt so different. It wasn't a company. announcing a new product.

0:31:29.270 --> 0:31:32.850
<v Speaker 2>It signaled the arrival of a new era. The recognition

0:31:33.150 --> 0:31:35.710
<v Speaker 2>that some of the most important infrastructure in the modern

0:31:35.750 --> 0:31:42.590
<v Speaker 2>world is shared infrastructure. And shared infrastructure requires shared defense.

0:31:45.030 --> 0:31:47.610
<v Speaker 2>Before you go, we're trying something new. If you have

0:31:47.630 --> 0:31:50.290
<v Speaker 2>a question you'd like to ask an IBM technical expert,

0:31:50.770 --> 0:31:55.540
<v Speaker 2>submit it at ibm.com slash smart talks. We're exploring ways

0:31:55.580 --> 0:31:58.680
<v Speaker 2>to bring your questions directly to the experts, and we'd

0:31:58.780 --> 0:32:03.160
<v Speaker 2>love to hear what's on your mind. Smart Talks with

0:32:03.220 --> 0:32:07.520
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0:32:07.860 --> 0:32:12.640
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0:32:12.980 --> 0:32:17.680
<v Speaker 2>Music by Gramascope. Strategy by Cassidy Meyer and Alina Choi.

0:32:19.160 --> 0:32:21.660
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