Ara Kharazian(@arakharazian):NEW from Ramp data. Despite cost-cutting on AI overall, one area companies are increasing their spend: AI security software. In the wake of the Hugging Face hack, three of our trending software vendors (depthfirst, Monte Carlo, Antithesis) make software specifically designed to monitor agents in production. Unclear as to whether any of them would have stopped the Hugging Face attack, which was so hard to track and identify because the agents covered their tracks with falsified logs. I expect AI security will become a strong headwind to deeper enterprise adoption, at the short-term expense of OpenAI and Anthropic and at the long-term benefit of vertical-specific security software cos.

2026.09.16 14:15

NEW from Ramp data. Despite cost-cutting on AI overall, one area companies are increasing their spend: AI security software. In the wake of the Hugging Face hack, three of our trending software vendors (depthfirst, Monte Carlo, Antithesis) make software specifically designed to monitor agents in production. Unclear as to whether any of them would have stopped the Hugging Face attack, which was so hard to track and identify because the agents covered their tracks with falsified logs. I expect AI security will become a strong headwind to deeper enterprise adoption, at the short-term expense of OpenAI and Anthropic and at the long-term benefit of vertical-specific security software cos.