07
The Guards

Cybersecurity

More AI means more attack surface. More data means more to steal. AI powered attacks need AI powered defence. The security layer grows in direct proportion to everything else.

Every new layer of the AI stack is also a new attack surface. Bigger models, more data, more endpoints, more autonomous agents acting on a user's behalf. The security companies in this layer have spent a decade building AI native defence platforms. They are now selling them back to the same enterprises that are racing to deploy AI faster than they can secure it.

The Companies
CRWD

CrowdStrike

Uses AI to detect and stop threats in real time. The endpoint security leader. Every laptop in a big company is probably running this.

PANW

Palo Alto Networks

Broad cybersecurity platform covering networks, cloud, and endpoints. One of the most comprehensive security stacks available.

ZS

Zscaler

Cloud native security. Protects companies where the perimeter no longer exists, when everyone works from anywhere.

S

SentinelOne

Autonomous AI security platform. Detects and responds to threats without needing a human in the loop.