Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.1)

Palo Alto is not just another SaaS name under agentic pressure. Sensors, inline enforcement, and identity keep SecOps hard to absorb — while Mythos, platform breadth, and token economics rewrite the bull and the risks. Part 3 goes deep on PANW alone.

Cerebras can generate tokens at extraordinary speed for a handful of users, but NVIDIA’s GPU architecture delivers superior economics at scale. This report explains why the fastest AI inference system does not necessarily make the best mass-market token factory — or the better investment.

Part 1 mapped agentic disruption across SaaS with provisional scores. Part 2 deep-dives PLTR, DDOG, and NET: who owns the agent layer, who is durable plumbing agents pay for, and who is more exposed — so investors can see structural winners more clearly.