Equity · Wednesday, September 23, 2026
Concerns about AI safety and rogue agents are driving up cybersecurity stocks, leading to increased investment in startups focused on novel security solutions. Shardul Shah of Index Ventures notes that this trend has resulted in significant funding rounds and high valuations for these companies.
“Concern over AI safety and rogue agents has sent cyber stocks rising in recent weeks and led to a surge of investment in new startups promising to solve novel cyber security issues.”
“We're seeing nine-figured checks and valuations that wouldn't have made sense a few years ago.”