Don’t swing at everything

Welcome to this week’s edition of the Threat Source newsletter.  Lately I've found myself thinking a lot about the Australian TV series Mr. Inbetween (IMDb 8.7/10) — not because I'm a hitman for hire, but because I literally feel in-between. Specifically, in-between what I'd call the "pre-Mythos" and “post-Mythos” eras. We've crossed a capability threshold, and it's not just one model family driving that — Codex 5.3 and GPT-5.5 deliver comparable or better performance , and Tulongfeng or GLM-5.2 (an incredibly powerful open-weight model, MIT-licensed) show the frontier isn't limited to closed models anymore.  On the other side of that line, real-world impact hasn't caught up yet and we're living in an artificial buffer zone. For me, defining the “pre-” and “post-” status comes down to the gap between "vulnerability discovery" and "vulnerability publication."  Last week’s Patch Tuesday gave a signal of change, as Joe pointed out , so maybe the buffer zone has come to an end.  Let's dive into the 2026 Q2 stats. As in past years, we're seeing a steeper curve than the year before — a solid 49% YoY growth, though still not the hockey-stick moment I keep waiting for. By the end of June we were tracking close to 200 CVEs per day.  Using the keyword methodology described here , I found 452 AI-related CVEs this calendar year. If "openclaw" is added to the keyword list, that number jumps by another 536 — a reminder that these counts are sensitive to keyword drift. Given how much the keyword list keeps changing, I'm reconsidering whether to keep publishing this particular metric going forward. KEVs, by contrast, "only" grew 13% — a small April spike aside, it's fairly flat relative to total CVE growth. Networking-gear-related CVEs continued their climb, now accounting for 24% of KEV-related vulnerabilities (up from 20% in Q1) — consistent with the trend I flagged last quarters. As in previous quarters, CVEs from 2024 or earlier still make up about 24% of everything we're tracking. More strikingly, even though the standard enterprise patch cycle is described  to run 30–90 days, 181 days into 2026, 46% of today's actively-exploited (KEV) CVEs still trace back to 2025 or earlier.  Old vulnerabilities don't retire, new ones keep arriving, and machine-speed ...