SentinelOne ($S) is ready to shine.
Clawdbot heralds the arrival of the autonomous agent era, and this conversation is just beginning, with $S leading the way in protecting cybersecurity.
The market is still debating chatbots.
The real revolution lies in autonomous agents, and Clawdbot has exposed a security vulnerability.
Clawdbot uses the Model Context Protocol (MCP) to perform actual operations on your computer, such as reading files, executing commands, and moving data. This creates huge security blind spots.
Traditional antivirus software cannot see into the inner workings of AI conversations. It has no way of knowing that the agent has been maliciously hijacked until damage is done.
This is the new threat.
SentinelOne ($S) is priced similarly to a fading traditional end-device vendor. But its acquisition of Prompt Security has quietly transformed it into a critical infrastructure provider focused on solving this problem.
Prompt Security's MCP gateway acts as a real-time command filter. Every action Clawdbot attempts to perform is inspected. If a phishing email tricks an agent into revealing files or credentials, SentinelOne blocks it before the operation is executed.
This isn't "antivirus software."
It's the governance layer of the agent ecosystem.
If a threat originates from a malicious file on your desktop, and Clawdbot reads that file, Cloudflare can't detect it. But SentinelOne can. The Clawdbot era was a battle for endpoint security.
That's the advantage of technology.
Prompt Security is at the point of interaction:
· Editing sensitive data (PII) before it reaches the model
· Blocking unauthorized use of "shadow AI" applications by employees
· Enforcing policies during, not after, the operation
Now let's look at the valuation.
· Cloudflare (Net Asset Value): Approximately 18x P/S ratio, priced based on its perfect AI execution capabilities
· SentinelOne (Service Price): Approximately 4.9x P/S ratio, despite holding a key position in agent security
It's like a spring ready to be released!