Is cybersecurity the best way to invest in AI without picking the winning model?

Most of the conversation around investing in AI has focused on chipmakers, cloud providers and the companies building the actual models but I’ve been wondering whether cybersecurity could end up being one of the better ways to play the industry.

As AI becomes more capable it should also become easier to automate phishing attempts, search for vulnerabilities and launch attacks at a much larger scale. Cybersecurity companies will obviously use AI to defend against those attacks too, so it feels like this could turn into an ongoing arms race where both sides keep getting better.

That would probably make cybersecurity more important rather than obsolete, which is interesting when so many other parts of the software industry are worried about being replaced.

My main hesitation is that a lot of these stocks have already performed extremely well and some of the valuations are tough to justify. So my question for everyone is if you think cybersecurity is the best way to invest in the growth of AI.

Also if you own any cybersecurity stocks, which company do you think has the strongest long term potential?