agentic security

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 20, 2026 by Aaron Levie · across every show →

Everything said about agentic security, oldest first

Apr 20, 2026 bullish
Prediction Not checkable as stated
Levie: A lot of money will be made in agentic security
“I think, you know, for better or worse, agents are the solution to the problem that agents have caused. And that's why there's going to be a lot of money made in agentic security as well.”
Aaron Levie Apr 20, 2026 ▶ 21:01 Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
Jun 22, 2026
Insight
Arora: Enterprise agentic security requires routing agent traffic through a gateway
“The only way to do that logically is to find a way to aggregate agent traffic somewhere. If it goes through a certain gateway, a firewall, or some router, I can watch all the traffic and I can stop an agent from acting. That's the only way it works. So I said,…”
Nikesh Arora Jun 22, 2026 ▶ 51:09 Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
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