Layer 12
AI Security
Consolidation pressure
Emerging
Core buyer problem
Two halves of the same emerging surface: secure the AI being deployed (models, agents, data, prompts) and use AI to secure everything else (Agentic SOC).
Member categories
AI-SPMmodel securityagent securityprompt injection defenseAI governanceAgentic SOCSecurity for AI
Differentiation path
permissions, provenance, runtime control for AI/agents; agentic triage quality for SOC use
Dominant displacement role
platform incumbents acquiring early (Protect AI → Palo Alto, Robust Intelligence → Cisco)