# Edison Slide Deck

> Text mirror of the Edison slide deck, generated from source for AI agents and readers who can't run the interactive deck. Slides are visual; this is their copy, in order. Regenerate with deck-assets/scripts/extract-deck-content.mjs.

## 1. Title

- AI Data Leak Prevention
- Visibility & control for every AI agent in your organization
- University of Oxford
- Wayve
- Citadel Securities
- VMware
- Synopsys

Images: Edison Watch

## 2. Team

- TEAM
- Applying AI, Cyber, Infra experience from…
- Previously built GPU-EVM: fastest VM execution in the world by 200x, via parallelization across 10,000 GPU cores.
- Eito Miyamura
- CEO / Member of Technical Staff
- CS @ Oxford
- Ilia Manolov
- Member of Technical Staff
- Dimitrios Karkoulis
- Senior Engineer · 20+ yrs
- University of Oxford
- Wayve
- Citadel Securities
- VMware
- Synopsys
- LinkedIn

Images: Oxford

## 3. Agent Bypass

- PROBLEM
- AI agents are often overprivileged, sprawling everywhere (shadow AI/Connectors), no ownership, no activity trail, no unified controls - creating blind spots and risk.

## 4. Proxy

- SOLUTION
- Secures and unifies agent data access. Stop data leaks before they happen for any agent, on any device.

## 5. Scale Pilot

- Enable AI to do real work, without risk
- Agent interoperability: avoid lock-in
- Unified visibility and control
- VALUE PROP

## 6. Business Model

- BUSINESS MODEL
- Sell the "seat belt", underwrite the policy
- The "seat belt"
- Edison Platform
- Recurring per-seat SaaS subscription for AI agent security & data control
- ACV
- $80k–$150k
- ENABLES
- DISTRIBUTES
- The "car insurance"
- AI Cyber Insurance
- Recurring revenue share with insurance partners; platform data enables better risk underwriting. Partnering with a large insurer with 6M+ policyholders.
- seat belt
- car insurance

## 7. Traction GTM

- TRACTION & GTM
- Cyber insurance product: $5-10M pending revenue
- Pending revenue
- $5-10M
- Through cyber insurance product developed with large PE-owned insurance firm
- 6M policyholders
- 6M x 40% bundling x $20 x 10% share
- = ~$5M
- ICP
- Security leaders
- Regulated industries (fintech, healthcare, energy) · 500-2k FTE · AI-agent adopters
- Scale plan
- Intuitive product
- Intuitive, self-serve product needed to convert massive cyber insurance distribution into platform adoption.

## 8. Market TAM

- MARKET
- Security as a wedge into the enterprise AI market
- Agentic AI needs company data and context to be useful. Security lets us own the keys to the kingdom. Data security also enables us to dictate agent-to-agent communication.
- gartner.com/en/newsroom/press-releases/2026-1-15
- 2025 AI Cybersecurity
- $25B
- 2029 AI Cybersecurity TAM
- $172B
- 2029 Enterprise AI Spending
- $2,000B+

Sources: https://www.gartner.com/en/newsroom/press-releases/2026-1-15-gartner-says-worldwide-ai-spending-will-total-2-point-5-trillion-dollars-in-2026

## 9. Competition

- Competition
- Granular Agent Autonomy + Insurance Assurance
- Higher policy granularity = less human-in-the-loop without security compromises
- Agent Policy Granularity →
- Insurance-Backed Assurance ↑
- Edison
- Trend Micro
- Palo Alto
- CrowdStrike
- Zenity
- Cyera
- ServiceNow

## 10. Product Journey

- GDPR
- HIPAA
- SOC 2
- Present
- Platform launch
- Insurance approved
- Agentic RBAC
- Paid pilots
- Platform growth
- SOC 2 readiness
- soc2
- Coverage
- $5-10M insurance revenue recognition
- Pilot conversion
- Repeatable GTM
- Compliance packs
- Sales playbook
- ROADMAP

## 11. Admin Fleet Blind

- WHY NOW
- Why now: Security is bottleneck to AI adoption
- MCP recognized by
- Security teams
- Anthropic
- OpenAI
- Google
- Microsoft
- NSA
- Notion
- AWS
- Cloudflare
- GitHub

Images: Star-history chart showing MCP breaking out faster than other agent frameworks

## 12. Vision

- VISION
- Vision - Arbiter of trust for all data
- Every agent, every service, every device, every human action - arbitrated, logged, and explainable through a single gateway
- Next generation of...
- ServiceNow
- $242B
- Okta
- $42B
- Wiz
- $32B
- Proofpoint
- $12B
- Palo Alto Networks
- $198B

## 13. Appendix

- Appendix

## 14. Moats (Seven Powers)

- Moats
- Edison compounds through concrete defensibility
- ); return (
- Cornered Resource & Scale Economies
- Data flywheel
- Finite Lloyd's coverholder slots and reinsurance capacity that early movers lock up
- Full-stack verticalization from security to underwriting is difficult to replicate
- flywheel
- Switching Costs
- Integration moat: policies, audit trails, approvals, and incident history become entrenched in Edison.
- Network Effects
- Agent communication and data handoff protocols: more adopters → stronger standard → harder to bypass
- Agent marketplace: network effects compound as Edison becomes the standard for trusted agents
- See appendix: Agent Marketplace
- Salesforce
- Slack
- ServiceNow
- Microsoft AD
- Terraform
- HashiCorp
- Counter-Positioning
- Enterprises want model interoperability and zero lock-in to any single lab. Edison stays neutral across every lab, model, and data system - the control plane customers need to avoid vendor dependency.
- Anthropic
- OpenAI
- Google DeepMind
- logos
- points
- visual
- Platform Data
- Risk Scoring
- Better Pricing
- Lower Loss Ratios
- More Capacity
- More Customers
- Agents
- Identity
- Apps
- SIEM
- Data stores
- Policies

Images: Edison

## 15. Social: Guerrilla Marketing

- Marketing
- Security research is our distribution engine
- Founder-led exploit demos of real AI products go viral, build credibility, and convert attention into inbound - at zero ad spend.
- tweet
- linkedin
- On X · 1.5M views
- Perplexity Comet's AI Agent just bankrupted your company - Eito Miyamura
- On LinkedIn · 1,265 reactions
- Clawdbot just injected malware into your code - Eito Miyamura
- On LinkedIn · 928 reactions
- Break real AI products
- Distribute organically
- Convert to inbound
- Position Edison as the solution
- dark

## 16. Agent Marketplace

- Appendix
- Agent Marketplace
- Since Edison manages the keys to the kingdom - the company context third-party agents need to be useful - the platform can expand to become the arbiter of all external agent communication.
- Edison handles
- Context + RBAC
- Edison Gateway
- Arbitrates trusted context for agents
- Marketplace
- Apps
- Identity
- Docs
- Tickets
- Logs
- Data
- RBAC
- allow
- deny

## 17. Agent Runtime Control

- Appendix
- Agent Runtime Control
- Agent Runtime
- Policy
- Memory
- Tools
- Logs
- Owner
- Authority
- Version
- RBAC
- TTL
- Task
- Handoff
- Prompts
- Calls
- Data
- Approvals
- Approval
- Kill
- Forensics

## 18. Incumbent Acquisitions

- Appendix
- Incumbents are buying, not building
- $6B+ across 20 bolt-on acquisitions - no single incumbent covers all 7 capability areas
- Incumbent
- Acquisitions
- Spend
- † Announced, pending close
- Supply Chain
- Prompt Security
- Shadow AI
- Red Teaming
- AI Identity
- AI Governance
- MCP Security
- $3.3T
- Built internally
- Defender AI-SPM
- Prompt Shields
- Purview AI Hub
- PyRIT
- Entra Agent ID
- Purview
- $475B
- Robust Intelligence
- Astrix
- Galileo
- $800M+
- $160B
- Protect AI
- Koi
- Portkey†
- $1B+
- Portkey
- $165B
- Pangea
- SGNL
- Adaptive Shield
- Flow Security
- $1.5B+
- $100B
- Veza
- data.world
- $1.4B+
- $28B
- SPLXAI
- Avalor
- $350M+
- $22B
- CalypsoAI
- Heyhack
- $180M+
- $13B
- Lakera
- Cyata
- Atmosec
- $450M+
- Private
- Aim Security

## 19. Cyber Insurance Market

- APPENDIX
- Cyber insurance is becoming a security distribution channel
- Why it matters
- Insurers increasingly price cyber risk based on controls.
- Edison can become the control evidence layer that helps businesses qualify for coverage, reduce risk, and unlock AI rollout.
- Sources: Munich Re, Swiss Re
- 2025 premiums
- ~$15B
- 2030 premiums
- ~$28B
- Growth
- ~2x

## 20. Further Reading

- Appendix
- Further Reading
- blog
- notebook
- Agentic AI Disrupts Traditional Data Security
- 3 min
- Insurance Industry
- 8 min
- Lloyd's SIAB
- 34 min
- Cyber Insurance Industry
- 33 min
- Interactive visual
- Blog post

Sources: https://edisonwatch.substack.com/p/agentic-ai-disrupts-traditional-data , https://eito.me/notebook-exports/insurance_industry.htm , https://eito.me/notebook-exports/lloyds_siab.htm , https://eito.me/notebook-exports/cyber_insurance_industry.htm

## 21. FAQ

- Appendix
- FAQ
- Why not go all-in on insurance?
- The insurance industry doesn't move at AI speed. Heavy bundling dynamics and slow structural change make it challenging to go all-in on today - but we're positioned to capture structural shifts as they emerge.

## 22. Agent Sprawl (Chaos)

- Appendix
- Agent sprawl creates ungovernable chaos
- 18+ agents across 5 departments, each managed ad-hoc by individual employees with no unified controls
- Employees
- Gemini
- Internal Bot
- Cursor
- Claude
- Engineering
- Copilot
- Codex
- HR
- Finance
- IT

## 23. Agent Sprawl (Edison)

- Appendix
- Edison unifies agent governance under one pane
- Every agent routes through a single gateway with unified RBAC, audit logging, and kill switch
- Employees
- Gemini
- Bot
- Cursor
- Claude
- Engineering
- Copilot
- Codex
- HR
- Finance
- IT

## 24. RBAC

- THREAT
- Agents forward data across permission boundaries. Existing controls can't see it.

## 25. Prompt Injection

- THREAT
- AI agents with data access + untrusted content + external comms = data exfiltration

## 26. Org MCP Push

- SOLUTION
- Admins toggle approved MCP servers in the gateway. Every employee laptop gets them instantly.

## 27. Trifecta Defense

- SOLUTION
- Without Edison, a poisoned email exfiltrates data. With Edison, the leak is blocked.

## 28. User Accountability

- SOLUTION
- Auto-deny risky actions or route approvals to the responsible human. Every agent action has an accountable owner.

## 29. Quarantine

- SOLUTION
- Rogue MCP servers detected and quarantined before they can exfiltrate data

## 30. Stdio vs HTTP

- APPENDIX
- Local STDIO execution gives admins zero visibility. Remote HTTP through a gateway enables full governance.

## 31. Code Mode

- SOLUTION
- Three defence layers protect MCP-as-code: AST analysis, Deno sandbox, and taint-aware trifecta.

## 32. Desktop Install

- SOLUTION
- One-click install, guided setup wizard. Agents are protected in under a minute.