Market Opportunity
Stop AI-Driven Email Exfiltration: Semantic airgap for Gmail connectors targets a $12.0B = 6M businesses x $2K ACV (global email-security + adjacent SaaS security spend per business) total addressable market with medium saturation and a year-over-year growth rate of 10-18% (email security, DLP, and AI safety budgets growing as LLM adoption rises).
Key trends driving demand: LLM assistants in productivity apps -- increases attack surface as models process inbox data; API-first integrations (connectors & webhooks) -- more sources that can be manipulated programmatically; Shift from signature to behavior/semantic detection -- traditional filters miss model-targeted attacks; Regulatory scrutiny on data exfiltration -- raises willingness to invest in preventive tooling.
Key competitors include Abnormal Security, Tessian, Proofpoint (legacy leader), Google Workspace (native security), Microsoft Defender for Office 365 (adjacent).