The shift
Traditional application security assumes a user requests actions through bounded interfaces. Agentic systems change that model: software itself may plan, select tools and execute workflows across multiple systems.
The control stack
- Unique identity for agents and delegated users
- Least-privilege access to tools and data
- Runtime enforcement on high-impact actions
- Revocation and containment when behavior deviates
- Auditability that connects actions back to authority
Investment lens
The investable market is not simply “AI cybersecurity.” It is the emerging control plane that makes autonomous software safe enough to deploy into real operations.