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Thoughts on the Market — The $33 Billion AI Security Opportunity
Scout ratingSCOUT· 37%4m·2026-09-01·Money

The $33 Billion AI Security Opportunity

Thoughts on the Market · 1719

As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the emerging market for agentic identity security. Read more insights from Morgan Stanley. ----- Transcript ----- Meta Marshall: Welcome to Thoughts on the Market. I’m Meta Marshall,…

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How can you talk about that AI without Byrd covering IREN?

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