Am I the only one who thinks the security LLM market is about to consolidate hard?

I've been observing the AI SOC and security LLM vendor landscape closely for the last six months, primarily from a logistics and ERP integration perspective, as we're evaluating how these tools could eventually tie into our NetSuite instance for anomaly detection in order patterns. What strikes me, after reading countless product datasheets, analyst reports, and technical reviews, is the sheer number of players currently positioning themselves in this space.

Every week seems to bring another announcement: a new startup specializing in AI-driven threat intelligence, an established SIEM vendor bolting on a chat interface to their query language, or a SOAR platform announcing "agentic workflows" powered by an LLM. The feature sets, at least from the outside looking in, appear to be converging rapidly. Most promise natural language interrogation of security data, automated alert summarization, and some form of guided investigation or response playbook generation. The differentiation often seems to be in the pre-built connectors or the specific base model they've fine-tuned, rather than a fundamentally different approach.

This reminds me of the early days of the ERP market, or even the B2B ecommerce platform rush, before significant consolidation occurred. The market feels saturated with point solutions that are, in essence, applying similar technology (fine-tuned open-source or proprietary LLMs) to similar security data (logs, alerts, threat feeds). The operational overhead of managing multiple specialized AI tools, each with its own integration layer, data normalization requirements, and licensing model, seems unsustainable for most security teams in the long run.

I'm curious to hear from practitioners actually operating these systems. Is my assessment from the outside inaccurate? Are the underlying capabilities and architectural approaches more distinct than they appear in marketing materials? Specifically, I'm wondering about the actual "agentic response" functionality—how truly autonomous and reliable are these systems outside of a narrow, predefined set of actions? In supply chain management, automation requires extreme reliability; a single misinterpreted instruction can halt production. I assume the stakes in security are even higher. Does the current proliferation of vendors indicate a healthy, innovative market, or is it a pre-consolidation phase where we'll see a shakeout as enterprises reject best-of-breed fragmentation in favor of integrated platforms from a handful of major vendors?