According to a recent LinkedIn post from Apiiro, the company is highlighting the rapid rise of AI-generated code at large technology firms as a structural shift for software security. The post cites comments from Google’s Sundar Pichai indicating that AI now produces roughly half of new code at Google, up from 25% in Q3 2024, and frames this as a key signal for security leaders.
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The post suggests that greater reliance on AI-generated code expands the attack surface, with more APIs, dependencies, and integration points to secure. Apiiro refers to its own research indicating that AI-assisted development teams uncover 10× more security findings than traditional teams, arguing that the security function must evolve rather than slowing AI adoption.
For investors, this messaging points to a growing demand environment for application security and code risk management platforms as AI coding scales across enterprises. If Apiiro’s data and interpretation prove representative, companies that can help security teams manage higher volumes of findings and complexity could see increased adoption and budget allocation over time.
The post also implies that organizations may need to invest in tools that integrate directly into AI-assisted development workflows to remain effective. This may position vendors like Apiiro to benefit from a shift in security spending toward contextual risk management and automation, potentially enhancing their competitive stance against incumbent application security providers.