Market Opportunity
Secure model control planes — continuous audits + runtime enforcement targets a $12.0B = 100,000 enterprises running/serving ML models x $120,000 ACV (enterprise security & attestation for model infra) total addressable market with medium saturation and a year-over-year growth rate of 35%+ growth in AI security & model governance spend as enterprises scale LLM usage.
Key trends driving demand: Self-hosted LLM deployments -- enterprises prefer private control planes for data governance, increasing attack surface.; AI-specific governance frameworks -- NIST/NL and EU AI Act create compliance requirements that map directly to MCP auditing needs.; Shift-left model security -- orgs want pre-deployment assurance plus runtime observability for models, not just code scans.; Cloud-native policy automation -- demand for CSPM-like continuous enforcement applied to model infra and control planes..
Key competitors include Fiddler AI, Truera, Robust Intelligence, Wiz, Snyk (and secrets/scan tools like GitGuardian).