Takeaways From Our Expert Call: Agentic AI Is Reshaping The Threat Landscape

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Takeaways From Our Expert Call: Agentic AI Is Reshaping The Threat Landscape

TD SECURITIES (USA) LLC QUICK TAKE: INDUSTRY UPDATE

May 15, 2026

■Software: Cybersecurity & Information Takeaways From Our Expert Call: Agentic AI

Security Is Reshaping The Threat Landscape

Shaul Eyal THE TD COWEN INSIGHT

646 562 1414

We hosted a live webinar with Shachar Hirshberg, Co-founder and CEO of privately held

shaul.eyal@tdsecurities.com

Artemis Security, where we discussed how agentic AI is reshaping the near-term threat

Hugh Cunningham, CFA, CAIA landscape, which security categories and vendors with essential capabilities to secure AI may

646 562 1370 emerge as potential winners, and what implications the paradigm shift could have on the

hugh.cunningham@tdsecurities.com

"Best-of-Breed vs. Platformization" discourse.

Michael Junghans

646 562 1427 What Artemis Security Does: Founded in 2025, the U.S.-based cybersecurity startup is

michael.junghans@tdsecurities.com building an AI-native protection platform that delivers real-time detection and automated

response for enterprise security teams through deep integration of Anthropic Claude's core

reasoning capabilities. The vendor raised $70M in funding last April and claims to help

security teams cut incident resolution time by 96%, while delivering 90% increase in detection

coverage.

"Dramatically Different" Threat Landscape: Compared to a year ago when threat actors

used LLMs primarily to write better phishing emails, they now actively and regularly deploy

autonomous agents that can interpret a system's state and dynamically generate malicious

commands in an attempt to bypass organizations' cybersecurity posture. Since agentic AI

dramatically reduces both the average Time-to-Exploit and the incremental cost of zero-day

attacks, Mr.