10 security vendors rated "cooked" by AI are up 73% in six months, beating S&P's 19%
RealGeneKim · x · 2026-10-16
In March, an anonymous site rated 649 RSA Conference exhibitors and called 62% of them "cooked" — replaceable by a weekend of vibe coding or just a GPT wrapper. Six months later, the ten cooked stocks are up 73% on average versus 19% for the S&P 500, four have doubled, and one cooked startup bought another for $1B. The takeaway: code got cheaper, but customers, data, FedRAMP compliance and the analyst who answers at 3 a.m. did not.
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