Illiquid(@illyquid):AI model revenue from cybersecurity work could grow 10x as the cadence of response and remediation work increases. The incremental opportunity for security vendors from model revenue alone could be equal to the combined 2026 revenue of $net $panw and $crwd.

Illiquid

@illyquid

FundaAI. Also writes about the AI value chain at Collyer Bridge.

Joined July 2024

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Illiquid@illyquid

2026.10.28 06:10

AI model revenue from cybersecurity work could grow 10x as the cadence of response and remediation work increases. The incremental opportunity for security vendors from model revenue alone could be equal to the combined 2026 revenue of $net $panw and $crwd.

FUNDA@FundaAI

2026.10.28 05:43

$BUG is now outperforming $SOXX at more than 75% YTD. Our cybersecurity analysts comment on the potential AI model revenue from cybersecurity and how the security market could be divided between AI labs and incumbent security platforms like $CRWD.