Investor: QNX's microkernel is an undervalued moat for the agentic AI era
pdamodaran · x · 2026-09-18
Investor pdamodaran argues BlackBerry/QNX isn't leaning enough into agentic AI discussions: every agent should run in its own controlled sandbox, not on a monolithic OS—especially in embedded scenarios (imagine an infotainment agent hacking ADAS via a vulnerability). He calls the microkernel architecture QNX's core moat at the edge in the agent era and deems $BB the most undervalued cybersecurity asset today.
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