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Théo Canale

"Software is over. Everything will be handled by AI agents. Websites will be built for LLMs, not people."

This is absolute nonsense.

Don't get me wrong, I deeply believe in AI's transformative potential. 

But let's call this what it is: intellectual laziness masquerading as a "bold prediction".

Humans are visual creatures. We are not command lines.

We spent the last 20 years evolving UI/UX for a reason. We built beautiful dashboards, intuitive toggles, and drag-and-drop canvases because they make interaction easier, not harder.

Chat is a terrible interface for complex workflows.

Do you really want to manage a 50-person project by typing paragraphs into a text box? Do you want to edit a video by arguing with a chatbot?

No.

You want to click a button. You want to see the timeline. You want the friction removed, not shifted to prompt engineering.

Intelligence is valuable. But interface is control.

The immediate future isn't "No UI." It's "God-tier UI" powered by intelligence in the background.

If you are betting on a future where we all just type into a void... You are betting against human nature.

SaaS isn't dying. Lazy, friction-heavy software is.

The OpenAI x Jony Ive rumors sound like a total wreck. And looking at the Rabbit R1 and Humane Pin, they probably are.

The graveyard of "AI Hardware" is already overflowing.

𝐓𝐡𝐞 𝐨𝐛𝐯𝐢𝐨𝐮𝐬 𝐦𝐨𝐯𝐞 would be to stay in the software lane. 

Let Apple handle the glass. Let ChatGPT just be a super-app. Keep margins high and supply chain headaches low.

But Jony Ive is betting on the non-obvious move: Form factor dictates behavior.

If AI lives on your phone, it is trapped by the notification economy. It competes with Instagram, email, and dopamine loops.

If AI lives in a "dumb" pen (or badge, or orb): It bypasses the distraction economy entirely.

𝐓𝐡𝐞 𝐜𝐨𝐧𝐬𝐞𝐧𝐬𝐮𝐬: We don't need another device to charge.
𝐓𝐡𝐞 𝐜𝐨𝐧𝐭𝐫𝐚𝐫𝐢𝐚𝐧: We need a device that disconnects us from the feed but keeps us connected to intelligence.

It’s a massive gamble. 

It could be the next iPod. Or it could be a $1 billion paperweight that nobody asked for.

What do you think? Won't lie... I'm a big Jony fan, but nonetheless quite skeptical.

With the rise of agentic browsers, LinkedIn has a major decision to make.

Option A: Adapt to the future of the internet. 
Option B: Suspend the entire user base for "Breach of Contract."

Knowing LinkedIn, I’d start backing up data now.

Everyone in tech was glued to CES last week.

They watched Jensen Huang. They watched the consumer robotics demos. They watched the AI hype cycle spin faster.

But the most interesting story wasn't on the main stage.

It didn't happen in Vegas. It happened in Paris.

Dassault Aviation dropped €200M into a startup most have never heard of: Harmattan AI.

Just like that, France minted its first Defense Tech "unicorn" (€1.4B valuation).

On paper, this is the "Anduril Moment" Europe has been waiting for. The thesis is flawless and the details are quite promising:

1. Vertical Integration: Harmattan isn't a "legacy assembler" managing 50 subcontractors. They own the stack.

- Hardware: They are scaling to produce 10,000 drones per month.
- Product Line: They have the Sahara for ISR, the Sonora for training (already 3,000 units ordered by the UK), and the Gobi for kinetic interception.

2. Sovereign AI: Their compute runs locally. No cloud. No US servers. Pure "Strategic Autonomy".

3. Strategic Lock-in: This isn't just a VC bet. Dassault is integrating Harmattan's AI directly into the future Rafale F5 and the FCAS combat cloud.

It’s a perfect pitch and a great headline.

But when I look at the market, not the press release, this doesn't look like a renaissance.

It looks like a rounding error.

Here is the cold reality of European Defense that a €200M check cannot fix:

1. The "Zoo" Problem: The US operates 1 main battle tank. Europe operates 17. The US operates 6 fighter jet types. Europe operates 20. We don’t have a defense industry; we have a fragmentation museum. One unicorn doesn't solve a supply chain broken by 30 years of national ego.

2. The "Speed" Trap: Harmattan is fast. But the bureaucracy buying their drones is glacial. While Harmattan scales, France and Germany are still fighting over workshare for the FCAS program. You cannot fight an exponential war with linear politicians.

3. The "Budget" Illusion: We celebrate a €1.4B valuation? Anduril is worth billions more. The US defense budget dwarfs ours. We are bringing a knife to a nuclear gunfight and congratulating ourselves on the handle design.

My verdict?

Europe isn't marching. Europe is moonwalking.

The illusion is masterful: We extend one foot forward with "Strategic Autonomy" speeches and flashy funding rounds... But the friction of 27 fragmented bureaucracies drags the other foot backward.

To the audience, it looks like we are charging ahead. But in reality, we are sliding further away from relevance every day.

On critique le "vibe coding" et le "AI slop". Mais parlons de l'UX de nos services publics.

J'ai le transcript de la dernière réunion URSSAF:

"Chef, le parcours utilisateur est trop fluide." 
"Ajoute une étape." 
"Mais ils ont déjà tout rempli ?" 
"Demande-leur un code envoyé par courrier postal." 
"Génie!"

J'attends de voir le premier Agent AI capable de renouveler une carte grise sans faire un burnout.

Le vrai test c'est pas Turing, c'est le Cerfa.

Stop obsessing over Claude Cowork’s features and look at its birth certificate.

Built in under 14 days and entirely vibe-coded.

Still measuring your dev cycles in months? If so, life is about to get real tough.

Me: Rage-prompting after Gemini failed 5 times in a row.
Gemini: "The challenge lies in extracting the valid statements amidst the vitriol".

Turns out they built a Stoic philosopher.

After 20+ years in Silicon Valley, where I led global teams at Lucent, Altera, and LSI and ran a $400 million sales and marketing organisation, I went on to grow a Silicon Valley startup to over $100 million in global revenue.I founded Primotech, a London-based advisory and growth partner, to bridge a clear gap in how cutting-edge technology companies enter and expand in the UK and European markets.Primotech helps high-potential cybersecurity, fintech, AI, and quantum firms win major enterprise projects, secure flagship logos, and build long-term relationships across financial services, telco, and data-centre sectors.We’ve achieved major wins with leading organisations including JP Morgan Chase, Barclays, Bloomberg, NYSE/ICE, LSEG, Vodafone, BT, Morgan Stanley, and BAE Systems, helping over 20 emerging vendors establish reference customers, channel partnerships, and seven-figure pipelines.Since 2023, I also run Cyber &amp; Beats, an invite-only roundtable series in London for CISOs and CTOs. The format provides early access to game-changing technologies, credible peer insights, and meaningful conversations under Chatham House rules. Senior leaders explore topics such as AI in security, regulatory change, human risk, and real-world enterprise strategy.For CISOs and CTOs:I offer early access to emerging technologies before mainstream adoption. Whether you want to benchmark, explore new ideas, or stay ahead of the curve, I connect you with credible insights and trusted peers — without sales pressure.For Founders and Growth Teams:I help you break into complex enterprise environments, secure strategic pilots, navigate long sales cycles, and close high-value deals with the right senior sponsors.With deep networks across the UK, Europe, the US, and China, I bring together the right leaders, ideas, and opportunities — enabling innovation to scale faster and more effectively.

Steve Dodsworth

It’s important to rethink how we protect our digital society after experiencing an unprecedentedly chaotic 2025 with numerous large-scale AI driven cyber attacks.

It became apparent that cybersecurity must be viewed not only from an IT standpoint, but also as a public safety issue given the impact these attacks had on critical sectors such as healthcare and food distribution.

Moving forward, organisations will need to focus on building and maintaining their resilience, as opposed to merely achieving compliance.

See more here: https://heyor.ca/nq8b1K

#DigitalSociety #CyberSecurity #AIThreats #PublicSafety

Advisor and Business Partner — Driving Innovation & Growth | Silicon Valley Veteran | Helping CEOs, CISOs & CTOs in Fintech, Cyber, AI | Co-founder Cyber&Beats Roundtable | * Award-Winning Film Producer

Open article: Cybersecurity lessons from 2025 we cannot ignore in 2026 – Intelligent CISO by intelligentciso.com

Cybersecurity lessons from 2025 we cannot ignore in 2026 – Intelligent CISO

*40 LinkedIn Top Voices in Tech for 2025*|Consulting Engineer working with CISOs, CIOs and their teams to scope and solution workloads in Cloud, Cloud Security, Cybersecurity and AIsecurity|Tech Analyst| USAF Vet|

📌 Q: What is a non human identity (NHI)

A: a Non-Human Identity (NHI) refers to a digital credential assigned to a machine, application, or automated process rather than a human user. NHIs act as an "invisible workforce," outnumbering human identities in enterprise environments by ratios typically between 17:1 and 50:1. 

Core Characteristics

🔑Automation-Focused: They are designed to operate 24/7 without manual intervention, such as a script querying a database at 3 AM.

🔑 Programmatic Authentication: Unlike humans who use passwords or biometrics, NHIs authenticate using API keys, tokens, certificates, or cryptographic keys.

🔑 High Privilege & Scale: They often possess elevated permissions to execute backend tasks and proliferate rapidly through automated deployment pipelines. 

Common Types of NHIs

🧩 Service Accounts: Accounts used by applications or background services to perform routine tasks like data backups.

🧩 API Keys & Tokens: Short or long-lived strings that allow programmatic access between different software services.

🧩 Machine Identities: Credentials used to authenticate physical devices, virtual machines (VMs), containers, or IoT sensors.

🧩 Cloud & Workload Identities: Automatically generated roles or principals (e.g., AWS IAM Roles or Azure Managed Identities) that authorize cloud-based resources.

🧩 AI Agents: An emerging class of NHIs where autonomous AI systems use ephemeral, context-based credentials to interact with other systems. 

v/ JumpCloud 

Cc: Stan Lowe | Brad Moldenhauer | Derek Bush 

#AIDefense

As cybersecurity enters the year 2026, cybersecurity professionals will be facing a new set of challenges characterised by AI-generated threats and highly sophisticated attacks requiring advanced defenses.

AI security observation tools will allow organisations to effectively monitor end-user devices and identify anomalies in real time to help reduce opportunities for a breach to occur.

While the use of AI for increased threat detection and improved efficiency is beneficial to cybersecurity, organisations need to recognise the continuing importance of skilled cyber professionals.

Read more in this article: https://heyor.ca/AfdS0p

#CyberSecurity2026 #AIThreats #AdvancedDefenses #AISecurityTools

Open article: AI-Powered Security Observability Becomes the Backbone of Cyber Defence by techerati.com

AI-Powered Security Observability Becomes the Backbone of Cyber Defence

As stated in the recent Marsh Cybersecurity Report, two-thirds of global organisations will be increasing their cybersecurity budgets by 2026 and more than one-quarter plan to increase their spending by more than 25%.

The main areas where organisations are focusing their increased spend are security technology, incident response, and an increase in the workforce; all represent a proactive strategy for improving the security of customer data and improving an organisation's ability to respond to incidents that may occur.

With the increased number of third-party risks, as well as the recent attacks on several high-profile companies in the UK, companies should be strengthening their vendor security programs and making investments in cyber resilience at the board level.

Find out more in this article: https://heyor.ca/J9ksBc

#Cybersecurity2026 #CyberBudgetIncrease #SecurityTechnology #IncidentResponse

Open article: Majority of global firms plan to boost cyber spending in 2026 by cybersecuritydive.com

Majority of global firms plan to boost cyber spending in 2026

2026 will continue to change the cybersecurity landscape as the use of AI-driven attacks and defences will completely transform how organisations think about threats and how they respond to them.

These changes include an increased use of AI-based malware and an increase in 'predictive' security operations centres (SOCs), which focus on proactively anticipating threats rather than just responding to alerts.

The emergence of deepfakes will require a major change in the way that we can verify trustworthiness, while operational systems such as ERP and OT will be increasingly targeted by cybercriminals.

See more here: https://heyor.ca/3dT8Va

#CyberSecurity2026 #AIDrivenAttacks #PredictiveSOCs #DeepfakeChallenges

Open article: 5 Cybersecurity Predictions for 2026: An Industry Insider’s Analysis by heyor.ca

5 Cybersecurity Predictions for 2026: An Industry Insider’s Analysis

According to Deloitte's "Tech Trends 2026" report, the enterprise landscape is rapidly changing as more organisations use AI. As a result, companies are using technology to improve their operations and competitiveness, in addition to creating greater value from the products and services they provide.

Examples of current trends include the development of physical AI and robotics along with agent-based workforce strategies, as well as the need for organisations to develop optimised AI infrastructure to achieve greater efficiencies and innovation.

While AI creates opportunities for businesses to improve operations, it may also create security risks for them; thus, businesses should think strategically about how to leverage AI's advantages, while also protecting against potential security issues.

Find out more in this article: https://heyor.ca/X5DLiD

#TechTrends2026 #AIInBusiness #EnterpriseInnovation #AIInfrastructure

Open article: Tech Trends 2026: AI Comes of Age - WSJ by deloitte.wsj.com

With AI's rapid advancements driving cyber attacks to be more automated and adaptive than ever, organisations must prioritise cyber resilience as they evolve their cybersecurity strategy.

To overcome the increasing use of automation in cyber attacks and defend against continuously evolving cyber threats, organisations should strengthen their foundational security, including adopting Zero Trust principles and practising proactive governance.

In addition, as organisations develop offensive and defensive strategies for cyber defence, they will need to create cyber risk frameworks that include considerations of cyber resilience.

Learn more here: https://heyor.ca/edb8V9

#CyberResilience #CyberSecurityStrategy #ZeroTrustPrinciples #ProactiveGovernance

Open article: Cyber resilience in an era of AI-enabled offense by heyor.ca

Cyber resilience in an era of AI-enabled offense

In the United Kingdom, the Cyber Security and Resilience Bill is designed to provide protection against cyber threats by enhancing regulations and offering greater powers to regulators.

The Bill will cover three areas that will help to develop an effective environment for cybersecurity within the UK.

As a result, the legislation will provide additional layers of protection to critical sectors such as healthcare and energy, by requiring that these industries comply with minimum cybersecurity requirements and that incidents be reported quickly so that their supply chains are secure.

For more information, click here: https://heyor.ca/4ZrvZU

#CyberSecurity #UnitedKingdom #ResilienceBill #CyberThreats

Open article: What are the key areas of focus of government's Cyber Security and Resilience Bill? by techuk.org

What are the key areas of focus of government's Cyber Security and Resilience Bill?

This mirrors what CISOs say to me. AppSec noise keeps rising.  Teams drown in findings while real, exploitable risk waits quietly. Kodem cuts through noise by anchoring decisions in runtime evidence. That focus changes outcomes.
#AppSec #CISO #CyberSecurity #RuntimeSecurity

Chief Information Security Officer "CISO" (Fintech / Private Equity / Tech) | BCS Author

It was great spending time with Aviv Mussinger, the founder of Kodem Security, at our recent Cyber & Beats night.  Kodem is doing genuinely cutting-edge work in the application security space—focused on helping security teams reduce real risk without slowing developers down.
If AppSec is on your roadmap, it’s well worth reaching out to them for a conversation. Steve Dodsworth

Cybersecurity in 2026 will increasingly involve the interplay of global tensions and cyber terrorism from state actors such as Russia, China, and Iran, and their respective use of cyber warfare tactics to compromise areas of increasing importance, such as semiconductors.

At the same time, the growth of AI will provide new opportunities for malicious users to launch attacks in an advanced manner via techniques including, but not limited to, AI voice cloning, prompt injection, and automated botnets, which can be used for malicious activities.

AI will also provide organisations with tools to improve their ability to identify, analyse and respond to threats, in addition to creating a need for organisations to change quickly to help mitigate risk and protect critical infrastructure. This is as cyber warfare extends into the realm of outer space as a result of GPS systems now being used as an attack vector for disrupting GPS signals.

Read more in this article: https://heyor.ca/vX77Qt

#Cybersecurity2026 #CyberTerrorism #StateActors #CyberWarfare

Open article: 2026 cyber forecast: AI attacks and rising political tensions by heyor.ca

2026 cyber forecast: AI attacks and rising political tensions

According to a recent report from Genetec, as cyber and physical security converge in 2026, collaboration between security teams will become a focus area.

The trend is towards integrated technology versus using separated physical security systems.

Organisations will use data more efficiently and have greater operational efficiency with integrated technology and contribute to continued business.

For more information, click here: https://heyor.ca/A1iGcC

#CyberSecurity2026 #PhysicalSecurity #SecurityConvergence #IntegratedTechnology

Open article: With physical and IT security merging, collaboration will be a 2026 priority: Genetec by heyor.ca

With physical and IT security merging, collaboration will be a 2026 priority: Genetec

I’m at TechEx Global 2026 on 5 February at Olympia London. If you’re around, join me for a coffee and a quick catch-up.

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