Podcasts about cyberark

Palo Alto Networks (PANW) has been flying high into the end of FY2026. After a decade-long 1,400% run — capped by a broader cybersecurity rally following the Anthropic "Mythos moment" in early 2026 — what comes next?Nick breaks down how Palo Alto expanded from network security into cloud security through acquisitions, including the completed CyberArk deal (identity and access management), plus newer moves into AI agent security (Console) and observability (Embrace, complementing Chronosphere).On the financials: FY2026 revenue rose 24% to nearly $11.5B, with growth accelerating after CyberArk, while GAAP net income fell on stock-based compensation and amortization. Free cash flow came in just over $4.1B. We close with the next-12-months outlook for PANW as cybersecurity needs intensify for companies adopting more AI.—Access the fiscal.ai research terminal and get 15% off your membership with our link: https://fiscal.ai/csiLive event — new research platform sneak peek: join us Monday, September 7, 2026 at 7:00 AM Pacific for a live look at the new Chip Stock Investor research platform. Zoom: https://chipstockinvestor.zoom.us/j/98264538517?pwd=Hu3DuPQooFYZa7tYujMzUQcrAOIk6L.1 — or catch it live and on replay on our YouTube livestream.All our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI owns shares of Palo Alto Networks, CrowdStrike, and Fortinet.

Is memory truly cyclical, or has the AI data center boom changed the rules? In Part 2 of the How CSI Invests series, Nick and Kasey tackle one of the most debated questions among semiconductor investors by walking through the investment thesis checklist step that asks: what kind of business cycle does this company actually have?Rather than labeling companies simply cyclical or non-cyclical, the framework breaks businesses into short cycle, long cycle, and non-cyclical categories based on how closely revenue tracks changes in GDP growth. A short cycle business sees revenue move quickly with the economy, while a long cycle or non-cyclical business continues growing steadily regardless of macro conditions. The traditional eleven sectors of the economy do not map cleanly onto this framework, and Nick and Kasey explain why semiconductors, SaaS, telecom carriers, and ad-driven internet platforms can all fall in very different places even within the same official sector.The episode applies this framework to six real companies. Micron is examined as a short cycle business currently in year two of a strong memory upcycle, with historical precedent for these cycles to run several years. Intuitive Surgical is discussed as a long cycle healthcare hardware business tied to product generation launches. Vertex Pharmaceuticals is presented as a genuinely non-cyclical pharmaceutical company with steady growth. NextEra Energy represents the utilities sector and one of the longest cycles of all. Credo Technologies, a newer public company, is evaluated as likely short cycle, with a look at its fiscal 2027 guidance calling for eighty percent revenue growth and fifty percent adjusted profit margins. Finally, Palo Alto Networks is broken down as a cyclical business once acquisitions like CyberArk and Chronosphere are stripped out, with commentary on CEO Nikesh Arora's view that cybersecurity is constantly chasing the next emerging risk.The episode closes with the revenue analysis questions CSI uses for every company: who the primary customers are, whether revenue is concentrated, what is actually being monetized, why customers choose to spend money with that company over alternatives, and what risks could disrupt the business. Understanding these fundamentals is what allows an investor to tune out noisy debates about whether a cycle has "changed forever" and instead build real conviction in a business.For in-depth stock research and the Semiconductor Insider membership,visit chipstockinvestor.com.

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

This episode features Angie Klein, IAM Business Technology Manager at Federated Insurance.Angie brings over a decade of experience spanning systems development and identity security leadership, holding CISSP, CIDPRO, and CISM certifications and working hands-on with CyberArk, SailPoint IDN, and Active Directory in a regulated environment.In this episode, Angie dives into the organizational and cultural work that most identity programs skip. She shares why identity deserves its own program, how to apply OCM to bring resistant stakeholders on board, and why governance must come first. Angie's core argument is that if identity security creates too much friction, people will route around it, and that's where the real risk lives.This episode makes the case that the hardest part of identity security isn't the technology, it's getting people to trust it enough to stop working around it.Guest Bio As the IAM Business Technology Manager at Federated Insurance, Angie is dedicated to advancing our Identity and Access Management program and the industry as a whole. With over 10 years of experience and currently leading a team of Security Engineers and Identity and Access Analysts, Angie is passionate about IAM and love to see "ah ha" moments when colleagues understand that security is everyone's job.Angie bring over a decade of experience as a Systems Developer, providing extensive technical expertise in the Identity Security domain. I hold certifications, including CISSP, CIDPRO, and CISM. Additionally, she has experience working in the insurance industry and am skilled in CyberArk, Active Directory, SailPoint IDN, Analytical Skills, Project Management, and Public Speaking.Guest Quote "Identity security is ultimately about trust. People have to trust that you are doing the things that will help them do their job securely and not stop them from doing their job."Time stamps 01:45 Meet Angie Klein: Expert IAM Practitioner 01:22 Why Identity Needs Its Own Program 04:30 Why Identity Programs Stall 07:27 Organizational Change Management (OCM) Explained 12:51 OCM in Action 17:08 How to Gain Buy-In for an Identity Security Program 25:05 First Steps for Standing Up a Program 30:22 The Core Pillars of Identity Security 35:00 Conclusion and Final ThoughtsSponsor The HIP Podcast is brought to you by Semperis, the leader in identity-driven cyber resilience for the hybrid enterprise. Trusted by the world's leading businesses, Semperis protects critical Active Directory and Entra ID environments from cyberattacks, ensuring rapid recovery and business continuity when every second counts. Visit semperis.com to learn more.Links Connect with Angie on LinkedInConnect with Sean on LinkedInDon't miss future episodesLearn more about Semperis

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über das Schreckgespenst der Stagflation, einen Lichtblick für Rio Tinto und süße Zeiten für Südzucker. Außerdem geht es um Suss Microtec, Century Aluminum, Alcoa, Palo Alto Networks, CyberArk, Blackstone, KKR, RTL Group, Siemens, Wüstenrot & Württembergische, Nestlé, Lindt & Spruengli, Hershey, Mondelez, Coca-Cola, Vanguard FTSE All-World thesaurierend (WKN: A1JX52), SPDR MSCI All Country World Investable Market thesaurierend (WKN: A1JJTD), WisdomTree Cocoa (WKN: A1ELLY), iShares Stoxx Europe 600 Food & Beverage (WKN: A0H08H) und iShares Stoxx Global Select Dividend 100 (WKN: A0F5UH). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Could AI soon have a seat on the board of directors? In this episode of Today in Tech, host Keith Shaw talks with Kevin Bocek, Senior Vice President for Innovation at CyberArk, about the rise of agentic AI in corporate leadership — starting with “AI shadow boards” that advise CEOs and potentially evolving into AI that actually votes on board decisions. They dig into why companies are exploring AI for board-level decision-making, what benefits AI agents could bring (speed, consistency, transparency for shareholders), and the biggest risks leaders can't ignore — privileged access to sensitive financial and strategic data, accountability when AI gets it wrong, and how identity security could become the “kill switch” for powerful AI agents. It may seem like a goofy idea now, but could be looming in the future. We break down what's real, what's hype and what questions to ask if AI moves from advisor to decision-maker. Follow TECH(talk) for the latest tech news and discussion!

Security teams are under more pressure than ever, reacting at human speed while systems, identities, and AI agents operate at machine speed. In this episode of Security Matters, host David Puner sits down with cybersecurity leader and former FBI executive MK Palmore to explore why defenders struggle to keep pace and what it takes to regain control.From AI agents that overshare sensitive data to cloud misconfigurations that never seem to disappear to the persistent success of ransomware, MK explains how complexity, vendor sprawl, and overloaded teams create gaps that attackers continue to exploit. The conversation highlights how identity across human, machine, and emerging agent types has become the center of modern security and why fundamentals, prioritization, and platform thinking matter more than ever.Listeners will hear insight on: • Identity at machine speed and the rise of autonomous access • Why attackers still win more than 51 percent of the time • How ransomware continues to succeed despite industry progress • Why SMBs face “mission impossible” expectations • The true cost of vendor sprawl and operational overload • What effective security leadership looks like in the current threat environmentIf you work in identity, security operations, strategy, or leadership, this discussion cuts through hype and focuses on the realities defenders face and how to push back against the constant pressure of the tyranny of the now.

כולם מדברים על כמה קל לבנות היום מערכות AI, אבל מה קורה כשמנסים להביא אותן ל-Production אמיתי?אירחתי באולפן את רן בר זיק, מפתח ב-CyberArk, ששיתף אותנו במסע המורכב (והרועש) של פיתוח מערכת מבוססת מודלי שפה רב-מודאליים (Multimodal LLMs).דיברנו על האתגרים שאף דמו בלינקדאין לא מראה: מהזיות של המודל ובעיות אבטחה ועד לניהול עלויות (FinOps), מדידת איכות המודל ושימוש ב-Agents לביצוע אופטימיזציה. פרק חובה לכל מי שרוצה להבין את הפער שבין ההייפ למציאות בשטח.האזנה נעימה, עמית בן דור.

Palo Alto Networks (PANW) is facing a volatile market, leading many to ask: is the "SaaS Apocalypse" finally hitting cybersecurity? We break down why the market is hammering the stock despite a clear secular growth trend in the industry.Since Nikesh Aurora took over in 2018, Palo Alto has spent $31 billion on multiple acquisitions to pivot from a simple firewall provider to a cloud and AI security powerhouse. We analyze the recent CyberArk deal, the shift in free cash flow margins, and why the company's platformization strategy is creating a longer payoff cycle for investors.If you are a PANW shareholder or looking for a value entry in cybersecurity, this video covers the essential valuation metrics.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#PaloAltoNetworks #PANW #Cybersecurity #Investing #StockMarket #TechStocks #AI #SaaS #CloudSecurityNick and Kasey own shares of PANW

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more! The index is now made up of the following 25 stocks: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-435

CyberArk founder and executive chairman Udi Mokady returns to Security Matters at a transformational moment—now as part of Palo Alto Networks, following the acquisition's close on February 11. In this far‑reaching conversation, Udi and host David Puner explore why identity has become the attack vector for modern enterprises, driven by an unprecedented surge in human, machine and AI‑powered identities that attackers increasingly exploit.Udi discusses what the combined companies' scale and capabilities mean for customers, why identity security must now operate as frontline defense rather than a management layer, and how AI agents are rapidly reshaping the threat landscape. He also reflects on CyberArk's long‑distance entrepreneurial journey, the cultural foundations that have made the company durable over 26 years, and how productive paranoia, innovation and trust continue to guide the mission forward inside Palo Alto Networks.Note: This episode was recorded in January, prior to the acquisition's close.

Palo Alto Networks CEO Nikesh Arora discusses the company's revised forecast for 2026 and the impact of Palo Alto's recent acquisition of software company CyberArk. Arora spoke with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more! The index is now made up of the following 25 stocks: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Show Notes: https://securityweekly.com/bsw-435

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more! The index is now made up of the following 25 stocks: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-435

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more! The index is now made up of the following 25 stocks: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Show Notes: https://securityweekly.com/bsw-435

In this episode of Security Matters, host David Puner sits down with Ariel Pisetzky, chief information officer at CyberArk, for a candid look at the fast‑evolving intersection of AI, cybersecurity, and IT innovation. As organizations race to adopt AI, the fear of missing out is driving rapid decisions—often without enough consideration for identity, security, or long‑term impact.Ariel shares practical insights on what it really takes to secure AI at scale, from combating AI‑enabled phishing attacks to managing agent identities and reducing growing risks in the software supply chain. The conversation explores how leaders can balance innovation with identity‑centric guardrails, understand the economics of AI adoption, and push for the democratization of IT without losing control. Whether you're a CIO, an IT leader, or simply curious about the future of cybersecurity, this episode offers clear, actionable guidance to help you stay ahead in 2026 and beyond.

In this special year-end episode of Inside the Network, we're joined by two of the most trusted strategic advisors in cybersecurity - Dino Boukouris, Managing Partner at Altitude Cyber, and Sam Bronstein, Partner at AXOM Partners. Between them, they've worked on billions of dollars in cybersecurity M&A, helped founders navigate exits to the world's largest tech companies, and advised the CEOs behind some of the biggest public and private deals in the industry. In this episode, which also happens to be the 20th episode of Inside the Network, we break down what really happened across the cybersecurity landscape in 2025, from customer buying patterns and budget constraints to the $96B in M&A deal volume. Dino and Sam share insights on what's driving consolidation, how buyers think about valuation and timing, and what defines a hot company in 2026 (hint: it's not just growth). We talk about how mega-deals like Wiz and CyberArk are reshaping competitive dynamics in the industry, why SASE, identity, and security for AI have been the most active M&A themes, and what founders need to understand about building relationships with buyers long before they're ready to exit. Sam and Dino explain that founders who achieve the best outcomes usually build relationships with potential acquirers over many years, and break down why many late-stage founders are likely to choose acquisition over IPO in the coming cycle.We close with tactical advice for founders heading into 2026: how to think about your board and investors, what metrics you'll be judged on, and how to align your capital strategy with your long-term goals. And yes, we also talk about race cars, zero interest rates, outcome-based pricing, and what Palo Alto Networks might buy next.

In this episode of Security Matters, host David Puner welcomes back David Higgins, senior director in CyberArk's Field Technology Office, for a timely conversation about the evolving cyber threat landscape. Higgins explains why today's attackers aren't breaking in—they're logging in—using stolen credentials, AI-powered social engineering, and deepfakes to bypass traditional defenses and exploit trust.The discussion explores how the rise of AI is eroding critical thinking, making it easier for even seasoned professionals to fall for convincing scams. Higgins and Puner break down the dangers of instant answers, the importance of “never trust, always verify,” and why zero standing privilege is essential for defending against insider threats. They also tackle the risks of shadow AI, the growing challenge of misinformation, and how organizations can build a culture of vigilance without creating a climate of mistrust.Whether you're a security leader, IT professional, or just curious about the future of digital trust, this episode delivers actionable insights on identity security, cyber hygiene, and the basics that matter more than ever in 2026 and beyond.

The Future of Human-Centered Risk Reduction in Tech: AI, Cybersecurity, and Developer Empowerment | Hosted by Gary Fowler | Top Global StartupsJoin Elizabeth Lawler Founder and CEO of AppMap, in a powerful conversation with Gary Fowler as they explore how AI, security, and next-gen developer tools are reshaping the future of innovation. From her background as a scientist and healthcare data expert to founding multiple high-impact startups acquired by industry leaders, Elizabeth shares real-world insights on protecting humans—not just systems—in the age of intelligent software.Insights You'll Learn:✓ Why reducing human risk is the most overlooked priority in modern tech✓ How AI is reshaping cybersecurity, DevOps, and developer workflows✓ Lessons from founding Conjur (acquired by CyberArk) and scaling AppMap to hundreds of thousands of users✓ The rise of code-level observability and why it matters today✓ How founders can navigate burnout, complexity, and emotional load while building high-impact companies✓ The future of secure AI-driven software development✓ What it takes to innovate at the intersection of data, security, and human behaviorWhy This Matters:As AI accelerates development and automation, the biggest vulnerabilities are shifting from systems to people. AppMap is pioneering a new approach: empowering developers with real-time intelligence directly inside their tools, reducing errors, vulnerabilities, and risk before they happen.Elizabeth's journey—from healthcare data science to cybersecurity, dev tools, and startup coaching—offers rare insight into what it truly takes to build safer, smarter, and more human-centered technology.

The Security Weekly 25 index is back near all time highs as the NASDAQ hits another record high. Funding and acquisitions have shifted to AI as the security industry continues to evolve. We also had a new IPO, Netskope. They will replace CyberArk once the Palo Alto Networks acquisition closes, allowing the index to survive another public company acquisition. In the leadership and communications segment, Boards Seeking AI Specialists, A CISO's Guide to Navigating the Urgent AI Security Storm, How to Write AI Prompts That Get Results (& Don't Suck), and more!   Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-423

As enterprises embrace agentic AI, a new security risk equation emerges. In this episode of Security Matters, host David Puner sits down with Lavi Lazarovitz, VP of Cyber Research at CyberArk Labs, to unpack how AI agents and identity security are reshaping the threat landscape. Learn why privileged access is now the fault line of enterprise security, how attackers exploit overprivileged AI agents, and what security teams must rethink before scaling AI. Packed with real-world examples and actionable insights, this is a must-listen for anyone meeting the challenges of AI and cybersecurity.

The Security Weekly 25 index is back near all time highs as the NASDAQ hits another record high. Funding and acquisitions have shifted to AI as the security industry continues to evolve. We also had a new IPO, Netskope. They will replace CyberArk once the Palo Alto Networks acquisition closes, allowing the index to survive another public company acquisition. In the leadership and communications segment, Boards Seeking AI Specialists, A CISO's Guide to Navigating the Urgent AI Security Storm, How to Write AI Prompts That Get Results (& Don't Suck), and more! Show Notes: https://securityweekly.com/bsw-423

The Security Weekly 25 index is back near all time highs as the NASDAQ hits another record high. Funding and acquisitions have shifted to AI as the security industry continues to evolve. We also had a new IPO, Netskope. They will replace CyberArk once the Palo Alto Networks acquisition closes, allowing the index to survive another public company acquisition. In the leadership and communications segment, Boards Seeking AI Specialists, A CISO's Guide to Navigating the Urgent AI Security Storm, How to Write AI Prompts That Get Results (& Don't Suck), and more!   Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-423

Is it time to look past the AI bubble and focus on the infrastructure actually securing it? Today, we're pivoting to a top secular growth trend: Cybersecurity.With the industry projected to grow 12% annually and hit $215 billion in spending by 2025, Palo Alto Networks (PANW) is making aggressive moves to dominate the landscape. We discuss their M&A strategy—including the purchase of Chronosphere and the pending CyberArk deal—and what this means for their entry into the cloud observability market against competitors like Datadog and Dynatrace.In this video, we cover:-- AI-Native Security: Why AI agents and cloud workloads are driving the next wave of IT spending.--The Financials: a breakdown of PANW's cash pile, revenue acceleration, and rising stock-based compensation.-- Valuation Check: With the stock trading around 30-33x Free Cash Flow, is Palo Alto Networks a buy, a hold, or just fair value?.We analyze whether this cybersecurity giant can execute on its "platformization" strategy and if the recent sell-off offers a prime entry point for investors.Tickers mentioned: PANW,CYBR,DT,DDOG#PaloAltoNetworks #Cybersecurity #StockMarket #Investing #PANW #CloudSecurity #AIStocksJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipCharts & Data provided by fiscal.ai. Get 25% off any paid plan (Nov 26 - Dec 1) using our link: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Nick and Kasey own shares of Palo Alto Networks

גיא קצוביץ' מארח את עמית קרפ (Bessemer Venture Partners), ברק שוסטר (Battery Ventures) וינאי אורון (Vertex Ventures Israel) לניתוח גל הפיטורים באמזון (Amazon) ולייטריקס (Lightricks) והשאלה האם AI הוא הסיבה האמיתית, או תירוץ להתייעלות. הדיון עובר לעתיד חברות ה-SaaS מול חברות "AI FIRST", בוחן את "כלכלת הבחירות" של שר האוצר בצלאל סמוטריץ', ומסביר מדוע יזמים ישראלים מעדיפים להתאגד בדלאוור (Delaware) בזכות הטבת המס QSBS. בנוסף, נתונים חדשים על יזמים סדרתיים (Wiz, CyberArk) בישראל, והמעבר של OpenAI למבנה רווחי בשווי 500 מיליארד דולר(00:00) - פתיחה(04:24) - פיטורי AI באמזון ולייטריקס: האם AI הורג משרות?(12:14) - למה חברות AI FIRST יהרגו את תעשיית ה-SaaS?(24:21) - "כלכלת בחירות" והטבת המס (QSBS) שמושכת יזמים לדלאוור(37:14) - יזמים סדרתיים בישראל (Wiz, CyberArk)(57:08) - המבנה החדש של OpenAI: שווי 500 מיליארד דולר והעסקה עם מיקרוסופט

In this episode of Security Matters, host David Puner sits down with Yuval Moss, CyberArk's VP of Solutions for Global Strategic Partners, to explore the fast-evolving world of agentic AI and its impact on enterprise security. From rogue AI agents deleting production databases to the ethical blind spots of autonomous systems, the conversation dives deep into how identity and Zero Trust principles must evolve to keep pace. Yuval shares insights from his 25-year cybersecurity journey, including why AI agents behave more like humans than machines—and why that's both exciting and dangerous. Whether you're a security leader, technologist or curious listener, this episode offers practical guidance on managing AI agent identities, reducing risk, and preparing for the next wave of autonomous innovation.Explore more of Yuval's thinking on agentic AI and identity-first security in these recent articles:The life and death of an AI agent: Identity security lessons from the human experienceWhen AI Agents Mirror Humanity's Best Behaviors…and Worst Behaviors The Agentic AI Revolution: 5 Unexpected Security Challenges

Security leaders from CyberArk, Fortra, and Sysdig share actionable strategies for securely implementing generative AI and reveal real-world insights on data protection and agent management.Topics Include:Panel explores practical security approaches for GenAI from prototype to productionThree-phase framework discussed: planning, pre-production, and production security considerationsSecurity must be built-in from start - data foundation is criticalUnderstanding data location, usage, transformation, and regulatory requirements is essentialFortra's security conglomerate approach integrates with AWS native tools and partnersMachine data initially easier for compliance - no PII or HIPAA concernsIdentity paradigm shift: agents can dynamically take human and non-human roles97% of organizations using AI tools lack identity and access policiesSecurity responsibility increases as you move up the customization stackOWASP Top 10 for GenAI addresses prompt injection and data poisoningRigorous model testing including adversarial attacks before deployment is crucialSysdig spent 6-9 months stress testing their agent before production releaseTension exists between moving fast and implementing proper security controlsDifferent security approaches needed based on data sensitivity and model usageZero-standing privilege and intent-based policies critical for agent managementMulti-agent systems create "Internet of Agents" with exponentially multiplying risksDiscovery challenge: finding where GenAI is running across enterprise environmentsAPI security and gateway protection becoming critical with acceptable latencyTop customer need: translating written AI policies into actionable controlsThreat modeling should focus on impact rather than just vulnerability severityParticipants:Prashant Tyagi - Go-To-Market Identity Security Technology Strategy Lead, CyberArkMike Reed – Field CISO, Cloud Security & AI, FortraZaher Hulays – Vice President Strategic Partnerships, SysdigMatthew Girdharry - WW Leader for Observability & Security Partnerships, Amazon Web ServicesFurther Links:CyberArk: Website – LinkedIn – AWS MarketplaceFortra: Website – LinkedIn – AWS MarketplaceSysdig: Website – LinkedIn – AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Israel is often in the headlines for conflict—but there's another story you need to hear.Beyond the headlines, Israel has emerged as a global innovation hub and a rising player in international markets. Today, Brian Mumbert joins us to share why investing in Israel could be a strategic opportunity worth considering.Brian Mumbert is Vice President and Regional Sales Executive at Timothy Plan, an underwriter of Faith & Finance.Why Invest in Israel?At first glance, investing in a nation experiencing conflict may seem counterintuitive. But economies often demonstrate resilience in times of war. Israel is no exception. With robust defense spending, a thriving entrepreneurial spirit, and a deeply ingrained culture of saving and financial discipline, the nation continues to grow.In fact, one of Israel's largest banks gave out piggy banks to families nationwide to encourage saving—a small example of the country's ingrained culture of stewardship and fiscal responsibility.For those wondering about safety, Israel offers a surprisingly secure environment for investment. The Tel Aviv 125 Index, which tracks the nation's 125 largest companies, operates much like the U.S. stock exchanges. Israel has transitioned from an emerging to a developed economy, putting it in the same global category as many European nations. Its GDP is forecasted to grow by 3.3% in 2025 and 4.6% in 2026, with inflation targeted at a steady 2%—numbers comparable to the U.S. outlook.The “Startup Nation” AdvantageIsrael's reputation as a hub of innovation is well-earned. In 2024 alone, U.S. giants invested billions in Israeli startups. Google acquired cloud security firm Wiz for $32 billion, while Palo Alto Networks purchased CyberArk, an identity management leader, for $25 billion. Everyday technologies like Apple's Face ID and SodaStream also trace their roots back to Israel.Large U.S. companies buying small Israeli firms is common since it's part of the fabric of their economy.While technology dominates headlines, Israel's economy is diverse. Financials, industrials, and defense sectors have also posted strong returns. In fact, nearly every sector reported double-digit growth in 2025. The Israeli shekel has also appreciated, further boosting investor confidence.International ties enhance Israel's economic opportunities. The Abraham Accords have opened new trade relationships across the Middle East, while defense partnerships with Europe have surged amid global conflicts. Recent agreements, such as a $35 billion natural gas export deal with Egypt, demonstrate the nation's expanding role in global energy markets.The Timothy Plan Israel Common Values FundFor investors who want exposure to Israel's growth while remaining true to their faith, Timothy Plan offers the Israel Common Values Fund. This actively managed fund holds 58 companies, giving broad diversification within the Israeli market.True to Timothy Plan's mission, the fund excludes companies that profit from abortion, pornography, or other activities inconsistent with biblical values. Even in Israel, they carefully screen companies to ensure they align with Christian principles.Faith-based investors increasingly want their portfolios to reflect their values. Advances in technology have made it easier to screen companies for alignment, though Timothy Plan has been doing it faithfully since 1994. They're not just avoiding harmful investments, they're enabling believers to steward their resources in ways that honor God.”Practical Advice for InvestorsIf you've never seen faith-based options in your portfolio, start by talking to your advisor. Share what you're passionate about—your church involvement, your giving priorities, your desire for biblical stewardship. When advisors know your values, they can help you align your investments with them.The Timothy Plan Israel Common Values Fund provides a practical way to support Israel and benefit from its dynamic economy—all while investing according to biblical principles. To explore this opportunity, visit TimothyPlan.com.On Today's Program, Rob Answers Listener Questions:I'd like some biblical insight on the power of tithing. I've even heard of people practicing ‘reverse tithing,' living on 10% and giving away 90%. What benefits might there be if we increased our giving to 15% or even 20%?My grandfather has invested in a commemorative coin collection for years. He's asked me and my aunt to handle it before he passes—determine the value and then sell it. Where can I turn to find out what it's worth and get the best price for his investment?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Timothy PlanTimothy Plan's Israel Common Values FundWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Data and identity security continues to grow in importance as enterprises face more sophisticated cyberattacks from expanding AI agents that are expanding their reach and tools. Bloomberg Intelligence's Global Head of Technology Research Mandeep Singh speaks with Cyera cofounder and CEO Yotam Segev about his company's position in the evolving cybersecurity space, especially with more consolidation on the horizon following Palo Alto Network's announced deal for CyberArk and Google's acquisition of Wiz.

In this episode of Security Matters, host David Puner speaks with Andy Parsons, CyberArk's Director of EMEA Financial Services and Insurance, whose career spans from the British Army to CISO and CTO roles in global financial institutions. Andy shares hard-earned lessons on leadership, risk management, and the evolving cybersecurity landscape in banking—from insider threats to machine identity governance and the rise of agentic AI.Discover why “you can't secure what you can't see,” how manual processes fail at scale, and why treating machine identities as “first-class citizens” is no longer optional. Andy also explores the privileged access paradox, dynamic access management, and how AI is reshaping compliance, trading, and operational resilience.Whether you're a security leader, technologist, or financial executive, this episode offers strategic insights and practical steps to future-proof your organization in an era of accelerating digital risk.

CyberArk's technology leader discusses their strategy for securing against AI threats, protecting agentic AI systems, and their vision for the future in an increasingly AI-driven cybersecurity landscape.Topics Include:CyberArk celebrates recent exciting news while discussing their incredible cybersecurity journeyFounded in 1999, CyberArk pioneered privilege access management and expanded into comprehensive identity securityCompany executed textbook SaaS transformation from perpetual licensing to subscription-based cloud modelLeadership set clear customer expectations, framing SaaS shift as faster innovation deliveryAddressed customer concerns about cost predictability, security compliance, and data residency requirementsTechnical team implemented lift-and-shift architecture with AWS RDS and multi-tenant improvementsCorporate initiative tracked weekly metrics and milestones throughout full development lifecycle processCustomer Success evolved from transactional support to strategic partnership embedded in security journeysAWS partnership fundamental to cloud journey with 25+ integrations and Marketplace collaborationAI strategy focuses on three pillars: using AI, securing against AI threatsFuture 12-24 months: continue securing all identities while expanding AI capabilities and solutionsAWS partnership expanding in 2025 leveraging machine identity leadership and GenAI advancesParticipants:Peretz Regev – Chief Product & Technology Officer, CyberArkBoaz Ziniman – Principal Developer Advocate - EMEA, Amazon Web ServicesFurther Links:· CyberArk: Website – LinkedIn – AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

In this episode of Security Matters, host David Puner sits down with Matt Barker, CyberArk's VP and Global Head of Workload Identity Architecture, for a deep dive into the exploding world of machine identities and the urgent need to rethink how to secure them. From his journey co-founding Jetstack and creating Cert Manager to leading CyberArk's efforts in workload identity, Matt shares insights on why secrets-based security is no longer sustainable—and how open standards like SPIFFE are reshaping the future of cloud-native and AI-driven environments.Discover how machine identities now outnumber humans 80 to 1, why leaked secrets are a "hacker's buffet," and how workload identity is becoming a cornerstone of Zero Trust architecture. Whether you're a CISO, platform engineer, or just curious about the next frontier in cybersecurity, this episode offers actionable advice and a compelling vision for securing the age of AI agents.

Michelle Connell considers Okta Inc. (OKTA) a "really strong company," though the company's commentary on government-side weakness is something she believes investors should watch moving forward. That said, a bullish outlook on cybersecurity and mergers seen in companies like Palo Alto Networks' (PANW) acquisition of CyberArk add to the case for Okta.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Ahead of Okta Inc's (OKTA) earnings on Tuesday, Joseph Bonner gives his big picture perspective on the cybersecurity space. For Palo Alto Networks (PANW), he believes the company's acquisition of CyberArk will be "filling a hole" when it comes to agentic A.I. and promises future growth. Joseph has a buy on Palo Alto and CrowdStrike (CRWD) on expectations that cybersecurity will be greatly needed in the future. Tom White offers example options trades for both cybersecurity stocks.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Lisa Schreiber called Palo Alto Networks' (PANW) earnings strong, pointing to its CyberArk acquisition as a service giving it more legs for growth. She adds that the cybersecurity industry as a whole serves as a "back door A.I." play for investors. Mitch Ashley notes that Palo Alto thrives on its "platformization" of services and managed to satisfy high customer expectations. He later gives insight into two other similar stocks: Cloudflare (NET) and CrowdStrike (CRWD).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Send us a textCloud security and infrastructure providers are making strategic moves to maintain competitive advantage through acquisitions and service enhancements while combating emerging threats. We explore the latest developments including Palo Alto's massive acquisition, new cloud services, and enhanced security features that are reshaping the industry.• Palo Alto Networks announces $25 billion acquisition of CyberArk to strengthen identity security capabilities, particularly for machine identities and agentic AI• AWS launches Elastic VMware Service, allowing customers to bring their own licenses without application replatforming as organizations seek alternatives amid Broadcom changes• Network World article questions why enterprises aren't fully replacing infrastructure with SD-WAN, highlighting the ongoing gradual adoption approach• Wiz discovers "zombie hosts" on Google Sites pages with SoCo 404 exploit that installs cryptocurrency mining malware• Megaport Cloud Router now supports IPsec tunnels, enabling direct encrypted connections through their fabric without additional hardwareJoin us next month for more cloud and infrastructure news updates.Purchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Fortnightly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

Packet Protector goes global for today’s security news roundup. Microsoft discontinues a program in which engineers in China supported the US Department of Defense’s cloud infrastructure (with the help of US ‘digital escorts’), Taiwanese chipmaker TSMC fires several employees over allegations of attempted theft of sensitive tech, an Arizona woman gets 8 years in prison... Read more »

Packet Protector goes global for today’s security news roundup. Microsoft discontinues a program in which engineers in China supported the US Department of Defense’s cloud infrastructure (with the help of US ‘digital escorts’), Taiwanese chipmaker TSMC fires several employees over allegations of attempted theft of sensitive tech, an Arizona woman gets 8 years in prison... Read more »

Microsoft warns of a high-severity vulnerability in Exchange Server hybrid deployments. A Dutch airline and a French telecom report data breaches. Researchers reveal new HTTP request smuggling variants. An Israeli spyware maker may have rebranded to evade U.S. sanctions. CyberArk patches critical vulnerabilities in its secrets management platform. The Akira gang use a legit Intel CPU tuning driver to disable Microsoft Defender. ChatGPT Connectors are shown vulnerable to indirect prompt injection. Researchers expose new details about the VexTrio cybercrime network. SonicWall says a recent SSLVPN-related cyber activity is not due to a zero-day. Ryan Whelan from Accenture is our man on the street at Black Hat. Do androids dream of concierge duty? Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest We continue our coverage from the floor at Black Hat USA 2025 with another edition of Man on the Street. This time, we're catching up with Ryan Whelan, Managing Director and Global Head of Cyber Intelligence at Accenture, to hear what's buzzing at the conference. Selected Reading Microsoft warns of high-severity flaw in hybrid Exchange deployments (Bleeping Computer) KLM suffers cyber breach affecting six million passengers (IO+) Cyberattack hits France's third-largest mobile operator, millions of customers affected (The Record) New HTTP Request Smuggling Attacks Impacted CDNs, Major Orgs, Millions of Websites (SecurityWeek) Candiru Spyware Infrastructure Uncovered (BankInfoSecurity) Enterprise Secrets Exposed by CyberArk Conjur Vulnerabilities (SecurityWeek) Akira ransomware abuses CPU tuning tool to disable Microsoft Defender (Bleeping Computer) A Single Poisoned Document Could Leak ‘Secret' Data Via ChatGPT (WIRED) Researchers Expose Infrastructure Behind Cybercrime Network VexTrio (Infosecurity Magazine) Gen 7 and newer SonicWall Firewalls – SSLVPN Recent Threat Activity (SonicWall) Want a Different Kind of Work Trip? Try a Robot Hotel (WIRED) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Take a Network Break! Guest opinionator Tom Hollingsworth joins Johna Johnson to opine on the latest tech news. On the vulnerability front, several versions of BentoML are open to a server side request forgery. Looking at tech news, Intel will spin out its networking and edge group as it continues cost-cutting, Palo Alto Networks makes... Read more »

Take a Network Break! Guest opinionator Tom Hollingsworth joins Johna Johnson to opine on the latest tech news. On the vulnerability front, several versions of BentoML are open to a server side request forgery. Looking at tech news, Intel will spin out its networking and edge group as it continues cost-cutting, Palo Alto Networks makes... Read more »

Take a Network Break! Guest opinionator Tom Hollingsworth joins Johna Johnson to opine on the latest tech news. On the vulnerability front, several versions of BentoML are open to a server side request forgery. Looking at tech news, Intel will spin out its networking and edge group as it continues cost-cutting, Palo Alto Networks makes... Read more »

This week, we discuss the AI hype cycle, Astronomer's viral moment, and yet another YAML flavor — KYAML. Plus, private equity is coming for your donuts. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx) 531 (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx) Runner-up Titles Sometimes it's hard to make money I've given into Big Donut Maybe you can fake your way through life At some point you have to have some expertise AI has no taste Can you fix my PowerPoint? There is a chance we're all going to be naked soon Gobbling up the dark fiber WHYAML Waymo for Babies Rundown Beloved Texas doughnut chain sold to California equity firm (https://www.khou.com/article/news/local/shipley-do-nuts-sold-private-equity-houston-texas/285-259116a6-8819-4b32-8ca8-20359bb4f1e1) AI Mid-Year Hype-Cycle Check-in Gartner hype cycle (https://en.wikipedia.org/wiki/Gartner_hype_cycle) Betting on AI: The Delusion Driving Big Tech - Last Week in AWS Podcast (https://www.lastweekinaws.com/podcast/screaming-in-the-cloud/betting-on-ai-the-delusion-driving-big-tech/) Clouded Judgement 7.25.25 - TAMs Lie (https://cloudedjudgement.substack.com/p/clouded-judgement-72525-tams-lie?utm_source=post-email-title&publication_id=56878&post_id=169176822&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Microsoft's AI CEO thinks Copilot will age and ‘have a room that it lives in' (https://www.theverge.com/news/713715/microsoft-copilot-appearance-feature-age-mustafa-suleyman-interview) Flaw in Gemini CLI coding tool could allow hackers to run nasty commands (https://arstechnica.com/security/2025/07/flaw-in-gemini-cli-coding-tool-allowed-hackers-to-run-nasty-commands-on-user-devices/) Claude Code is a slot machine (https://rgoldfinger.com/blog/2025-07-26-claude-code-is-a-slot-machine/) The Hater's Guide to the AI Bubble (https://www.wheresyoured.at/the-haters-gui/) 2025 Stack Overflow Developer Survey (https://survey.stackoverflow.co/2025/) 2025 Stack Overflow sentiment and usage section (https://survey.stackoverflow.co/2025/ai/#sentiment-and-usage) Astronomer Data Pipelines with Apache Airflow (https://www.thecloudcast.net/2025/07/data-pipelines-with-apache-airflow.html) Astronomer (@astronomerio) on X (https://x.com/astronomerio/status/1948890827566317712?s=46&t=EoCoteGkQEahPpAJ_HYRpg) Ryan Reynolds' ad agency, was behind the Gwyneth Paltrow Astronomer ad (https://www.businessinsider.com/ryan-reynolds-maximum-effort-gwyneth-paltrow-astronomer-ad-2025-7) Introducing KYAML, a safer, less ambiguous YAML subset / encoding (https://github.com/kubernetes/enhancements/blob/master/keps/sig-cli/5295-kyaml/README.md#summary) Palo Alto Networks to acquire CyberArk in $25 billion deal (https://www.cnbc.com/2025/07/30/palo-alto-networks-cyberark-deal.html) Relevant to your Interests Microsoft's Satya Nadella says job cuts have been 'weighing heavily' on him (https://www.cnbc.com/2025/07/24/microsoft-satya-nadella-memo-layoffs.html) IBM shares drop as software revenue misses (https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html) MSFT Teams in your car? (https://www.theverge.com/news/708481/microsoft-teams-mercedes-benz-integration-in-car-camera-support) Y2K38 bug? Debian switching to 64-bit time for everything (https://www.theregister.com/2025/07/25/y2k38_bug_debian/) A.I.-Driven Education: Founded in Texas and Coming to a School Near You (https://www.nytimes.com/2025/07/27/us/politics/ai-alpha-school-austin-texas.html) How Anthropic teams use Claude Code (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code?utm_source=changelog-news) Anthropic unveils new rate limits to curb Claude Code power users (https://techcrunch.com/2025/07/28/anthropic-unveils-new-rate-limits-to-curb-claude-code-power-users/) Alphabet's Q2 revenue beats estimates as cloud computing surges (https://www.fastcompany.com/91373657/alphabet-google-earnings-q2-cloud-ai) Listener Feedback Steve recommends Lessons from Production (https://podcast.techwithkunal.com) Podcast (https://podcast.techwithkunal.com) Conferences Sydney Wizdom Meet-Up (https://www.wiz.io/events/sydney-wizdom-meet-up-aug-2025), Sydney, August 7. Matt will be there. SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). Wiz Capture the Flag (https://www.wiz.io/events/capture-the-flag-brisbane-august-2025), Brisbane, August 26. Matt will be there. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CFP closes August 3rd (https://www.papercall.io/txlf2025). CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Uber Teen (https://www.uber.com/us/en/ride/teens/) Matt: Software Defined Interviews - Chris Dancy (https://www.softwaredefinedinterviews.com/105) Photo Credits Header (https://unsplash.com/photos/white-and-black-floral-round-decor-qZ6uvJHLHFc)

David Faber and Jim Cramer kicked off a big show with Starbucks CEO Brian Niccol in a "First on CNBC" interview on the company's quarterly results and turnaround plan. Palo Alto Networks CEO Nikesh Arora and CyberArk Software Founder and Executive Chairman Udi Mokady appeared on the program to discuss their companies' $25 billion merger deal.National Economic Council Director Kevin Hassett joined the show with White House reaction to stronger-than-expected Q2 GDP, as well as views on tariffs and the Fed on rate decision day for the central bank. Also in focus: Earnings parade winners and losers, more woes for Wegovy maker Novo Nordisk. Squawk on the Street Disclaimer

Stocks hovering around record highs ahead of a Fed decision and key report cards out of Big Tech: Sara Eisen and David Faber broke down the latest on the data front (Q2 GDP, new payrolls data, and pending home sales at the top of the hour) along with some new commentary around prices and tariffs from consumer-facing earnings. RBC Tech analyst Brad Erickson broke down his bull case for Meta ahead of results tonight, while former Fed President Esther George discussed her predictions when it comes to Fed Chair Powell and rates.  Plus: the view from the C-Suite… This hour: the CEO of pharmaceutical giant GlaxoSmithKline talked her expectations for tariffs on the industry; hear the CEO of Starbucks' take on competition, as same-store sales there disappoint; the CEO of Hershey joined the team for her last broadcast interview in the role with the her latest on the consumer, M&A expectations, and legacy; and more from the CEO of Palo Alto as the company announces plans to acquire CyberArk for ~$25B. Squawk on the Street Disclaimer

The Federal Reserve the most divided its been in more than 30 years, with two governors expected to dissent in today's decision amid President Trump's repeated calls for Chair Powell to lower rates. Palo Alto poised to buy Cyberark. Plus, Meta's push to create a new category of AI-powered personal assistants. 

What does "secure by default" really mean—and is it enough? In this episode of CyberArk's Security Matters, host David Puner sits down with Scott Barronton, Chief Information Security Officer (CISO) at Diebold Nixdorf, to explore the often-overlooked risks of cloud default settings and how assumptions can lead to vulnerabilities.Drawing on over 25 years in cybersecurity, Scott shares how he balances product and corporate security, leads a global team, and chairs his company's AI steering committee. He discusses the importance of machine identity management, certificate automation, and building security programs that support both innovation and accountability.Plus, Scott reflects on how his passion for travel—including a group trip to Antarctica—informs his leadership style and security mindset.

What happens when machine identities outnumber human ones by a hundred to one? That's not a future scenario. It's already happening. In this episode, I'm joined by David Higgins, Senior Director at CyberArk, for a deep conversation about identity security in an environment increasingly shaped by AI agents, autonomous systems, and blurred digital boundaries. David brings clarity to the growing risks tied to machine credentials and explains why so many organisations are still struggling with password reuse, unsecured personal devices, and outdated security awareness efforts. We explore the rise of deepfake scams, AI-powered impersonation, and the worrying trend of attackers bypassing savvy users by targeting helpdesks and support channels instead. What stood out is how David reframes the conversation around human behaviour and responsibility. Rather than blaming users as the weakest link, he argues that identity security needs to be rooted in context, culture, and proactive design. From adaptive authentication to just-in-time access models, there are smarter ways forward that balance security and user experience without turning employees into roadblocks. And we go even further. We talk about the next phase of risk, where AI agents aren't just tools but semi-autonomous actors capable of learning and adapting. What happens when one of these agents goes off-script? What safeguards are in place if they begin to behave in ways their developers didn't anticipate? This episode is not about hype. It's a practical look at what identity-first security really means in a machine-dominated environment. So let's hear it: do you think your business is ready for this shift? Or are we still relying too much on assumptions that no longer hold up? Let me know what you think after listening.

This week, we are joined by ⁠Shaked Reiner⁠, Security Principal Security Researcher at ⁠CyberArk⁠, who is discussing their research on"Agents Under Attack: Threat Modeling Agentic AI." Agentic AI empowers LLMs to take autonomous actions, like browsing the web or executing code, making them more useful—but also more dangerous. Threats like prompt injections and stolen API keys can turn agents into attack vectors. Shaked Reiner explains how treating agent outputs like untrusted code and applying traditional security principles can help keep them in check. The research can be found here: ⁠Agents Under Attack: Threat Modeling Agentic AI Learn more about your ad choices. Visit megaphone.fm/adchoices