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
Thread
- Posted
- 2026-09-20 03:10 UTC
- First seen
- 11h ago via the feed
- Chain
- Robinhood Chain
- Position when posted
- $65.7K
- Likes
- 3
Other theses on this trade
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
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.
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.