A Firewall for AI Agents Feels Right — and Still a Bit Premature
What jumps out to me is not the $50 million, which is basically a signal that the market is hungry for anything that sounds like “control plane for AI agents.” It’s the assumption underneath the whole pitch: that enterprises are already going to have enough agent sprawl, third-party skills, MCP servers, and add-ons to justify a dedicated firewall layer. That may well be true in a year or two. It might even be true now in pockets. But I’m not convinced the category is fully formed yet, and that m
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