Hey buddy,

Do you remember the last time you started working at a new company?

I do. It was January 2026.

Before I started, someone had to create my company email address and give me a temporary password, set up my security measures, and decide which company files and software I could access.

It’s all pretty normal stuff.

But what’s not normal is that these days, companies are running that onboarding process for employees who aren’t actually people.

Now, they’re required to do that for AI agents.

Most people use AI the same way they’ve used Google for the last 20 years: they type a question into ChatGPT, get a response, then go on about their lives.

But… that’s what Google’s for.

Agentic AI is something completely different. AI agents are almost like contractors that you can hire to do specific jobs.

They can read your email and send responses, search company documents, access and use other software programs, find and install new applications if it’ll help them do their “job”, and complete tasks without ever asking you what to do.

It’s absolutely incredible.

And it’s also a nightmare for cybersecurity.

I mean, think about it: I work as an Enterprise IT Business Analyst, but I shouldn’t have access to everything at my company.
Marketing shouldn’t automatically get access to payroll.
And the employee who quit six months ago definitely shouldn’t be able to log in.

To control all of that, companies need to use something called identity security.

Now, they have to figure out how to do the exact same thing for AI.

Earlier this month, cybersecurity company CrowdStrike launched an Agentic Identity Provider.

Basically, they’re solving the problem by giving AI agents their own digital identities.

It’s very similar to what cybersecurity engineers do for human employees. All access and permissions link back to a person’s identity.

They aren’t the only company doing something to solve this problem.

I’ve talked about Okta numerous times over the last few years, so bear with me while I do it again - they just launched new tech that lets companies manage AI agent identities and control what resources they can access.

Microsoft also has a hand in this fight. They just developed Entra Agent ID. It’s next level. It authenticates, authorizes, governs, and protects AI agents.

Here’s what I find interesting.

All across LinkedIn, I read stories about AI that largely fit into two buckets:

What gets lost in that conversation is the third bucket: the opportunity everyone has to invest in these companies.

CrowdStrike rose 118% over the last six months.
Okta rose 124% since I first talked about it last year.
And Microsoft is, well, Microsoft; everyone knows about it.

While most folks debate whether AI is threatening or great for business, it’s also been one of the clearest investing opportunities ever.

If you’re a decision maker at your company, you need to be on the bleeding edge of, well, everything. But before you go signing up for seminars, conferences, lunch ‘n learns, and all that jazz, just know there’s a far better (and simpler) way: Subscribing to The Deep View.

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