Kai Raises $125M for Agentic AI Cybersecurity Platform — Security SaaS Faces AI-Native Competition

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Kai raised $125M to build an agentic AI cybersecurity platform that uses autonomous agents for threat detection and response. This directly threatens incumbent security SaaS vendors (CrowdStrike, SentinelOne, Wiz) by offering agent-based security that operates continuously without human SOC analysts. Security is Tuesday's rotation overlap with devtools/infrastructure — the pattern of AI agents replacing human-monitored dashboards is consistent across security, analytics, and support categories.