Updated September 29, 2026
Agentic At Large
Trump and Xi just modeled the Canon-vs-Runtime gap at head-of-state scale. Same White House, same week: Trump says leave AI regulation exactly where it is, Xi calls for guardrails and human control. Two governing philosophies, zero enforcement mechanism for either.
The UN opened its AI governance dialogue to all 193 member states for the first time. Guterres warned of a "gigantic disaster" without agreed limits. Impressive multilateralism — and it won't stop a single agent from acting in your environment tomorrow morning.
The control plane needs a floor to stand on. UMA governs who may act. It doesn't govern where the agent and the data actually run. A growing share of SMBs will need local inference, local storage, and bandwidth budgeted on-premises — not routed through a third-party model by default.
It's also the first thing attackers target. Most organizations are one compromised IdP away from total auth failure — and their AI agents make the blast radius 10x worse.
Every piece of intelligence from Signal Fire Aim follows the same pattern — the problem, the shift, and why the window is now.
When the IdP goes down, authentication stops. Revenue stops. Operations stop. Manual failover takes hours. AI agents make the blast radius catastrophic.
Rubrik + Strata redefines identity from a security problem to a resilience problem. Identity Continuity means auth never stops. Identity Roll Forward means clean recovery, not a stale rollback.
Every enterprise deploying AI creates non-human identities at scale. Rubrik Agent Cloud governs them. The announcement is coming. The organizations ready for it will be the 4%.
Signal Fire Aim is the GTM intelligence layer for the agentic era — covering identity governance, AI security, and enterprise technology for CISOs, CIOs, and the people selling to them.
Published by James Murphy under the Agentic At Large brand. I called identity the control plane early, tracking Strata Identity, Maverics, and the non-human identity explosion before the Rubrik acquisition made it enterprise news. Now I follow who is building the controls, from Solo.io's agent governance stack to UMA for Agents, and how governments from Brussels to Canberra are deciding who is accountable.
"Every crisis eventually surfaces the people who saw it coming."
— The Signal Fire Aim editorial thesisIdentity, AI governance, and enterprise GTM — for the people who need to be right about this before it's news.
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Open Substack →GTM intelligence, content strategy, and thought leadership for the agentic era. Based in Connecticut. Covering Solo.io, Strata Identity, Rubrik, Anthropic, and the enterprise security landscape.
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