THE AGENTIC AI SECURITY CHEAT SHEET

The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead of the actual product.

This is what the real security stack looks like:

Identity & Access (who/what is allowed to act in production)

• $Zscaler Inc.(ZS)$ controls agent access & traffic across apps + networks

• $Okta Inc.(OKTA)$ manages identity & access for humans + machine agents

Endpoint & Workload Security (what runs on machines)

• $SentinelOne, Inc(S)$ protects the machines & workloads agents run on

• $CrowdStrike Holdings, Inc.(CRWD)$ is the interactive response layer for agents across endpoints & cloud workloads

Data Protection & Recovery (what must be protected after compromise)

• $Rubrik Inc.(RBRK)$ is the “undo button” for AI agents when things go wrong

Network & Edge Security (how attacks move through systems)

• $Cloudflare, Inc.(NET)$ gatekeeper of agentic AI traffic on the modern internet

• $Fortinet(FTNT)$ secures AI traffic moving inside enterprise networks

• $Palo Alto Networks(PANW)$ coordinates security across network, cloud & SecOps

• $Akamai(AKAM)$ protects applications & APIs at the edge where traffic hits first

Cloud Runtime & Vulnerability Exposure (what is exploitable in production)

• $Rapid7(RPD)$ protects cloud workloads at runtime as deployments scale

• $Tenable Holdings Inc.(TENB)$ maps & prioritizes exploitable vulnerabilities across live assets & cloud

Security Operations & Observability (how incidents are detected & acted on)

• $Datadog(DDOG)$ provides real-time visibility into the infrastructure agents run on

• $Dynatrace Holdings LLC(DT)$ provides deep runtime visibility into applications & APIs agents interact with

Claude Code Security sits at the application security layer scanning code for vulnerabilities and suggesting patches for human review. It's a useful feature but represents a VERY small slice of one layer of the broader security stack.

AI doesn’t replace cybersecurity but will actually expand the attack surface.

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