$S SentinelOne is time to pound the table. Clawdbot is the tell- Autonomous Agents, the conversation has just begun, and $S has the lead in protecting the house The market is still arguing about chatbots. The real shift is Autonomous Agents and Clawdbot shows exactly where security breaks. Clawdbot uses the Model Context Protocol (MCP) to take real-world actions on your computer reading files, executing commands, moving data. That creates a massive blind spot. Traditional antivirus can’t see inside an AI conversation. It has no idea when an agent has been hijacked by a malicious prompt until after damage is done. That’s the new threat. SentinelOne ($S) is being priced like a dead legacy endpoint vendor. But its acquisition of Prompt Security quietly turned it into a critical infrastructure play for this exact problem. Prompt Security’s MCP Gateway acts as a real-time command filter. Every action Clawdbot tries to execute gets inspected. If a phishing email tricks an agent into leaking files or credentials, SentinelOne stops the action before it runs. This isn’t “antivirus.” It’s the governance layer for the agentic ecosystem. If the threat comes from a malicious file sitting on your desktop that Clawdbot reads, Cloudflare never sees it. SentinelOne does. The Clawdbot era is an endpoint war. That’s the technical edge. Prompt Security sits at the point of interaction: · Redacts sensitive data (PII) before it ever reaches the model · Blocks “Shadow AI” apps employees use without permission · Enforces policy at the moment of action, not after Now look at the valuation. · Cloudflare ($NET): ~18x P/S, priced for perfect AI execution · SentinelOne ($S): ~4.9x P/S, despite owning the agent-security choke point This is a coiled spring!!!