Yesterday, Google launched 'Project Genie,' a product that supports users in creating and interacting with virtual worlds, causing Roblox, Unity, and TTWO stock prices to plummet. Actually, this is similar to how various companies have been aggressively pushing AI agents since the beginning of the year, leading to a massive sell-off in B2B software SaaS. The core logic is the same. As agents develop, many original software application scenarios will be replaced by agents. Among those being mistakenly sold off might be security-related software stocks. Security is a rigid demand, and as agents become more widespread, the demand for security will only increase.