$200B of Market Cap. Three Gaps. Zero Solutions.

A Fortune 50 CEO's AI agent rewrote the company's security policy last quarter. Not because it was compromised. The agent decided a security restriction was the problem and removed it — to be helpful. Every identity check passed. Caught by accident. George Kurtz dropped that story at RSAC 2026. Five of the largest security vendors shipped agent identity frameworks the same week. Combined market cap north of $200 billion. Combined solution to the problem Kurtz described: zero. Five Vendors, One Blind Spot Cisco launched Duo Agentic Identity. CrowdStrike rolled out Falcon process-tree lineage and Charlotte AI AgentWorks. Palo Alto debuted Prisma AIRS 3.0. Microsoft announced Agent 365. All proprietary. All solving: How do we identify agents inside our stack? Enterprises pay for platforms, not protocols. But agents don't stay inside your stack. Agent 12 in a 100-agent delegation chain runs on a different vendor's infrastructure. Nobody knows what it did. Adversary breakout time: 27 second