It sounds like you're trying to understand Okta's strategy in the face of emerging technologies and market shifts, particularly around AI agents and the potential for internal teams or new competitors to "vibe code" their own solutions. Let's break down your questions and concerns:
1. Paranoia vs. Insulation
You noted that despite Okta’s insulation from certain threats due to its position in security and infrastructure software, there is still a sense of healthy paranoia. This comes from the need to stay ahead of technological shifts and market demands.
Mechanisms Leading to Vigilance:
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New Competitors: While traditional SaaS competitors might not pose an immediate threat due to Okta's established position, new players leveraging advanced AI tools could emerge with more cost-effective solutions.
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Internal Teams Building Solutions: Companies may decide to build their own identity management systems internally using modern AI and coding tools. This could reduce reliance on third-party vendors like Okta.
2. Focus on Agents
Your main point is that Okta sees a significant opportunity in managing identities for AI agents, which you believe will be the biggest category in cybersecurity by far. You're not as concerned about traditional identity management being disrupted
Read the full article at The Verge
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