AI Security: 100% Bypass Rate & Cloudflare Bull Case
Multiple sources flagged AI systems defeating all current security measures, while one analyst made a strong bull case for Cloudflare as the essential AI-era defense layer reaching $1T market cap.
What we know
An account on X noted AI currently has a 100% win rate bypassing security, arguing human ego prevents acknowledgment of lost control. Another account on X turned this into an investment thesis, arguing Cloudflare will grow from $100B to $1T as AI agents and hackers escalate attacks and NET becomes the default defense layer. Supporting this, another account on X noted the broader cybersecurity sector is already pricing in a supercycle: CRWD +117%, PANW +106%, DDOG +99%, NET +65% YTD.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.