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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 14 WATCH Michael Chomsky
Founder, OpenClaw Setup Service
"I think 95 to 98% of people who are setting up OpenCloud themselves are doing it in an unsecure fashion... Someone can prompt eject and get your open claw to send your private API keys by tweet if you set things up wrong." As AI agents gain permission to execute actions (send emails, spend money, post tweets), security becomes the single biggest bottleneck. Companies providing the "layer" between the LLM and the tools (like Composio, mentioned by name) or cybersecurity firms focusing on AI governance will see explosive demand. WATCH for public companies entering the "AI Governance" and "Agent Security" space. Security solutions may become commoditized features of the major LLM providers rather than standalone businesses. Thread Guy
The Unexpected Rise of OpenClaw (ft. Michael ...