According to a recent LinkedIn post from Huskeys, the company is positioning itself around the view that traditional web application firewalls were designed for an earlier era of internet traffic. The post suggests that current traffic is dominated by AI agents and automated interactions, creating challenges for legacy security tools that struggle to distinguish legitimate non-human activity from malicious behavior.
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The post highlights comments from Co-founder and CEO Itai Gafni, who in an interview on “The Next Thing” discussed a shift toward what Huskeys calls Edge Security Management, or ESM. This approach is described as an adaptive layer on top of existing edge security stacks, intended to allow enterprises to maintain protection while minimizing friction for legitimate users and preserving revenue.
From an investor perspective, the emphasis on ESM indicates a strategic move to define and occupy a new category in edge security rather than directly displacing incumbent WAF vendors. If enterprises adopt this kind of overlay architecture, Huskeys could tap into budgets allocated to both security and conversion optimization, potentially improving its addressable market and recurring revenue profile.
The post also frames security as a potential growth enabler, arguing that better handling of automated and AI-driven traffic can unlock new revenue streams by reducing blocked legitimate traffic and improving user experience. For investors, this positioning could signal a focus on measurable business outcomes—such as higher transaction completion rates and reduced churn—which may be attractive in evaluating the company’s longer-term differentiation and pricing power.