Ben Thompson argues agentic cybersecurity structurally favors offense, and that favors startups.

The contention is that incentives in agentic security point toward offense, constraining incumbent vendors while fueling new entrants over the long run. (Stratechery) Most enterprise agent-security pitches this month have been defensive tooling sold by established players. If the asymmetry is real, buying agent security from an incumbent is buying the slower side.