Apr. 14 at 10:52 AM
$CRWD $NET $PANW $ZS
Great points but If Mythos catches flaws at code level = less breaks = Less work per unit. That’s real. It's like building a new house with less flaws.
Here’s the offset: VOL. Agentic AI doesn’t create one app with cleaner code. It creates thousands of autonomous agents, each with its own endpoints, API calls, network traffic, credentials. Each needs runtime protection regardless of code quality.
Think cars. Better manufacturing = fewer defects per vehicle. But if cars go from 1M to 100M, you need exponentially more highways
$NET, checkpoints
$PANW patrol cars
$CRWD,
$ZS. Fewer breakdowns doesn’t reduce traffic in this case!
Margin compression hits code security — Snyk, Veracode, Checkmarx. That’s <1% of spend getting squeezed. Infrastructure, endpoint, network security are different budget lines. CISOs aren’t cutting
$CRWD because code got cleaner. They’re adding licenses for 100x more agents.
Less work per unit. Exponentially more units. Net demand goes ⬆️
