Every transaction runs through it. Nobody thinks about it. Nobody configures it. AI changed the threat layer overnight. Nobody built the protection layer. That's the category.
Security infrastructure acquired within months of category proof. The AI interaction layer is the only protection gap with no market incumbent. Same acquisition logic as SSL → browser consolidation. Same inevitability.
Immune systems. Antivirus. SSL. Each time a new attack surface emerged, infrastructure was invented once: then it ran everywhere, forever. AI changed the threat layer overnight. The protection layer doesn't exist yet. This is the founding moment.
Adaptive. Invisible. Ambient. Runs without thought. The original protection layer.
First digital threat. Built the layer. Deployed once. Now runs on every device.
Every transaction. Nobody configures it. Nobody thinks about it. It just runs. Built once.
AI interaction layer. Zero incumbents. Category gap confirmed. The founding moment.
| Company | Exit value | Age at exit | Layer protected | Acquirer |
|---|---|---|---|---|
| Trail Security | $162M | ~18mo | Endpoint / EDR | CrowdStrike |
| Ryft | $100M | ~6mo | Payment authentication | Stripe |
| Genie Security | $50M | ~4mo | IAM / cloud access | |
| BASE44 | $80M | ~5mo | DevSecOps pipeline | Wiz |
| RA(I) | TBD | Now | AI interaction layer ← the gap | Anthropic / Microsoft / Google |
7 surfaces live. 3 threat layers covered. Consumer + enterprise product. Trust & Truth Council engine (multi-agent consensus). ActionGate (write gate). M-layer (distributed sensing substrate, Phase 1).
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