Post by Forestay Capital

🏭 Cyberattacks used to steal data. Now they stop production lines and hijack robots.   In our latest #Foresights, Jonas Jeandupeux & Varun Doshi map OT security, a $20-30B market where the regulation, the threat and the tech stack are all shifting at once.   🔹The Cyber Resilience Act coming into force this year pulls hundreds of thousands of product manufacturers into scope, most with no compliance function today. 🔹AI is the threat and the defence. Manufacturing ransomware up 56% in 2025; 80% of European manufacturers run OT with known unpatched vulnerabilities. Detection is commoditising, the value is moving to agentic response. 🔹Physical AI is deployed faster than it is secured. LLM-controlled robots have already been jailbroken into dangerous physical actions. One compromised unit can infect a fleet.   Five investment themes, the whitespace we see, and a market map of the players. Link to the full article in the comments 👇