All posts

The AI executive order sounds like protection. It isn't — yet.

On June 2, the White House issued an executive order titled "Promoting Advanced Artificial Intelligence Innovation and Security." If you're a CEO or board member, someone on your team probably forwarded it to you with a note that said something like "FYI — we may need to act on this."

You don't. Not today. But you will, and that's the part worth paying attention to.

What the order actually says

The order does two things. First, it directs federal agencies to deploy AI-powered cyber defenses across government systems. Second, it establishes voluntary benchmarking and review frameworks for companies developing frontier AI models. It also expands DOJ enforcement authority against AI-enabled cyberattacks and fraud, and opens new cybersecurity workforce hiring pathways.

The key word in that paragraph is voluntary. The order explicitly states that nothing in it authorizes a mandatory licensing, preclearance, or permitting requirement for developing, publishing, releasing, or distributing AI models. The early-access arrangement between developers and the government is opt-in.

So if it's voluntary, why should you care?

Because voluntary frameworks have a habit of becoming mandatory ones. And because the threats the order is responding to are already hitting companies right now — not in some theoretical future.

The threat is already in the supply chain

On June 17, 2026 — today — security researchers disclosed that 144 npm packages associated with Mastra, a popular open-source framework for building AI applications, were compromised in a supply chain attack. A single npm account mass-published more than 140 malicious packages across the Mastra scope.

That same week, researchers flagged a coordinated malware campaign on the JetBrains Marketplace — 15 malicious plugins designed to steal AI provider keys, with activity traced back to October 2025 and new plugins appearing as recently as June 10.

These aren't hypothetical scenarios from a threat briefing. They're happening in the tools your developers are downloading and installing right now.

Most executives hear "supply chain attack" and think of shipping containers. In cybersecurity, the supply chain is the code your teams pull from public repositories and the plugins they install in their development environments. When those get compromised, the attacker is inside your house before you know the door was open. (I cover this at length in Cyber Risk Is Business Risk — it's one of the least understood attack vectors at the executive level.)

The three questions still apply

In Cyber Risk Is Business Risk, I built an entire framework around three questions that every executive should be able to answer:

  1. What do we have?
  2. Who can access it?
  3. What happens when something we depend on gets compromised?

The AI executive order is the government's attempt to start answering question three at a national scale. But your organization can't wait for Washington to figure it out.

Do you know which AI tools and frameworks your teams are using? Not the ones on the approved vendor list — the ones your developers actually downloaded last Tuesday. Do you know what access those tools have to your data and your customer information? Do you have a plan for what happens when one of those tools turns out to be compromised?

If you can't answer those questions, the executive order is the least of your concerns.

What to do about it

The executive order signals a direction, not a destination. Here's what it means practically:

Inventory your AI tools. Not the enterprise platform you bought from a name-brand vendor — the open-source packages, the plugins, the frameworks your engineering teams are experimenting with. The Mastra attack hit 144 packages in a single namespace. If your teams use that framework, you need to know today.

Treat AI governance like you treat financial controls. The SEC has already identified AI-driven threats to data integrity as a FY2026 examination priority. They're considering enhanced disclosure requirements for AI governance. The voluntary framework in the executive order will become the baseline regulators measure you against.

Stop separating your AI conversation from your security conversation. The HBR article "Boards Are Falling Short on Cybersecurity" identified this as one of three factors undermining board-level cyber governance: AI conversations at the board level are ignoring security implications entirely. That's like discussing a new factory expansion without mentioning fire codes.

The executive order is a signal flare. The attacks on Mastra and JetBrains are the fire. Your job is to make sure someone in your organization is connecting those two facts — before a regulator or an attacker does it for you.

Sources