AI Agent Security Market: Can Zscaler Become the Default Control Plane?
thedealdirector · x · 2026-08-26
Analysis of Zscaler's opportunity in the AI security market. Key insight: almost every CISO will buy a platform to monitor or secure AI agents in the next 12 months. Zscaler has distribution, switching costs, and trust, but faces competition from Palo Alto, Netskope, etc. Positive signal: customers standardize on Zscaler as default control plane; negative: AI products remain small while legacy business carries numbers.
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