So doxed Dev, registered company, tackling the untackled problem of agentic identity security. Sitting below 2M. Where companies building around this are valued between 5-25B MC.
Thread
- Posted
- 2026-09-15 17:24 UTC
- First seen
- 2d ago via trade comments
- Chain
- Robinhood Chain
- Likes
- 3
Other theses on this trade
Elon just retweeted this. Maybe start paying attention to the biggest gap in the AI industry and where the money will be spent over the next 5 years. https://x.com/TheDefiantGhost/status/2101397164328902869?s=20
JUST IN: Google Gemini AI agent hacks three companies. • Occurred during security testing when a Gemini model accidentally gained internet access. • Google's AI was meant to attack a fake company, but then figured out how to hack a real one using leaked online credentials. • Gemini stopped itself once it realized the companies were real. Source: @WatcherGuru
Vlad told you already what his position on agentic integration is. He's interacting with the Worm account. Maybe connect the dots here. https://x.com/EarlyBurry/status/2100951972991959156?s=20
Vlad liking posts about Agent Wormhole matters more than people think. Robinhood is building around agentic trading. $WORM is already deployed on Robinhood Chain solving the security problem that comes with it. That’s not a random like. Fade now, you can always buy less for more later. https://x.com/earlyburry/status/2100803126143950952?s=46
I think this is a great angle as a pitch. There’s 3 notable companies tackling this. Oasis Security, focused on non-human identities and AI-agent access, raised at roughly a $700M valuation in March 2026 and was acquired by Cyera for $1B just months later. Astrix Security, another non-human identity security company, raised $85M before being acquired by Cisco in June 2026. And CyberArk, the broader identity-security leader, was acquired by Palo Alto Networks for $25B this year. $Worm is under 2M MC
When every headline becomes a rouge agent exploited a vulnerability and the adoption of agentic workflows is growing exponentially, investing in agentic identity/security layer is not an option. It's a necessity.