Rubrik Just Quietly Became One of The Most Important Infrastructure Companies.

The AI Control Plane: Part 1 of 3

Everyone is fighting over the model layer. The model layer is a commodity. The control layer is the prize. Rubrik is the only company building enterprise-grade plumbing for both data resilience and AI agent governance, and the market is still pricing it like a backup vendor. This is the setup.

* * *

I. The Misclassification

Rubrik trades as a backup compan…