Corma announced a $60 million seed led by Sequoia, with Khosla and Coatue, and introduced itself as 'the first frontier AI lab for defensive cybersecurity'.

The launch leans on a study Corma ran itself: put leading models on offense and defense in hundreds of simulated enterprises, and the attackers won 88% of the time while defenders caught 12%. The market is terrified of exactly this, which is convenient, because Corma sells the fix.

Look closer at the defenders in that study. They were general models, GPT and Claude, not the purpose-built AI SOC products from Prophet or Dropzone that have been autonomously investigating alerts since 2025. Corma benchmarked the tools nobody uses for defense and declared defense broken.

The commercial numbers, a 94% cut in threat response time and 15x coverage, come from unnamed customers, measured by the vendor, six weeks into deployment.

The asymmetry between AI offense and defense is real. Every number in this launch is Corma grading Corma.