Podcasts about Palo Alto Networks

Take a Network Break! Our red alert goes to cluster of CVEs for Canonical's LXD Linux Container system. On the news side, Palo Alto Networks adds AI-powered security evaluations as a service engagement, SonicWall introduces an endpoint security agent for SMBs, and the White House outlines a plan to authorize private companies to conduct cyber... Read more »

Take a Network Break! Our red alert goes to cluster of CVEs for Canonical's LXD Linux Container system. On the news side, Palo Alto Networks adds AI-powered security evaluations as a service engagement, SonicWall introduces an endpoint security agent for SMBs, and the White House outlines a plan to authorize private companies to conduct cyber... Read more »

Take a Network Break! Our red alert goes to cluster of CVEs for Canonical's LXD Linux Container system. On the news side, Palo Alto Networks adds AI-powered security evaluations as a service engagement, SonicWall introduces an endpoint security agent for SMBs, and the White House outlines a plan to authorize private companies to conduct cyber... Read more »

Die Wall Street startet uneinheitlich in die neue Woche, wobei der Nasdaq mit einem Plus führt, während der Dow Jones nachgibt. Im Tech-Sektor richtet sich der Blick erneut auf den gigantischen Kapitalbedarf des KI-Booms. Nvidia reduziert zwar die direkte Absicherung für das geplante OpenAI-Rechenzentrum in Ohio von ursprünglich 250 auf rund 120 Milliarden US-Dollar, könnte über die Finanzierung von Chipkäufen aber weitere rund 350 Milliarden US-Dollar bereitstellen und damit insgesamt weiterhin für bis zu 470 Milliarden US-Dollar im Risiko stehen. Gleichzeitig erwägt Nvidia eine Investition von bis zu 3 Milliarden US-Dollar in den Rechenzentrumsentwickler SB Energy. Für Aufmerksamkeit sorgt außerdem Berkshire Hathaway, das seine Beteiligung an Google um fast 50 Millionen Aktien auf rund 106 Millionen Aktien erhöht hat – aktuell etwa 36 Milliarden US-Dollar wert und damit inzwischen die drittgrößte Aktienposition des Konzerns hinter Apple und American Express. PayPal profitiert von Berichten über Übernahmegespräche mit Stripe und Advent International, nachdem ein erstes Angebot von 60,50 US-Dollar je Aktie offenbar als zu niedrig abgelehnt wurde, während Piper Sandler das Kursziel auf 59 US-Dollar erhöht. Positiv bleibt auch die Stimmung bei Cybersecurity: Wells Fargo stuft Okta hoch und sieht eine zunehmende KI-getriebene Nachfrage, während die Kursziele für Palo Alto Networks, CrowdStrike und Zscaler angehoben werden. Belastend wirkt dagegen der Ölpreis, Brent steigt auf rund 89 US-Dollar, nachdem sich das Verhältnis zwischen den USA und Iran zuletzt wieder verschlechtert hat. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet uneinheitlich in die neue Woche, wobei der Nasdaq mit einem Plus führt, während der Dow Jones nachgibt. Im Tech-Sektor richtet sich der Blick erneut auf den gigantischen Kapitalbedarf des KI-Booms. Nvidia reduziert zwar die direkte Absicherung für das geplante OpenAI-Rechenzentrum in Ohio von ursprünglich 250 auf rund 120 Milliarden US-Dollar, könnte über die Finanzierung von Chipkäufen aber weitere rund 350 Milliarden US-Dollar bereitstellen und damit insgesamt weiterhin für bis zu 470 Milliarden US-Dollar im Risiko stehen. Gleichzeitig erwägt Nvidia eine Investition von bis zu 3 Milliarden US-Dollar in den Rechenzentrumsentwickler SB Energy. Für Aufmerksamkeit sorgt außerdem Berkshire Hathaway, das seine Beteiligung an Google um fast 50 Millionen Aktien auf rund 106 Millionen Aktien erhöht hat, aktuell etwa 36 Milliarden US-Dollar wert und damit inzwischen die drittgrößte Aktienposition des Konzerns hinter Apple und American Express. PayPal profitiert von Berichten über Übernahmegespräche mit Stripe und Advent International, nachdem ein erstes Angebot von 60,50 US-Dollar je Aktie offenbar als zu niedrig abgelehnt wurde, während Piper Sandler das Kursziel auf 59 US-Dollar erhöht. Positiv bleibt auch die Stimmung bei Cybersecurity: Wells Fargo stuft Okta hoch und sieht eine zunehmende KI-getriebene Nachfrage, während die Kursziele für Palo Alto Networks, CrowdStrike und Zscaler angehoben werden. Belastend wirkt dagegen der Ölpreis, Brent steigt auf rund 89 US-Dollar, nachdem sich das Verhältnis zwischen den USA und Iran zuletzt wieder verschlechtert hat. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

James Pope is on site in Las Vegas more than a week before the doors open. As SOC lead for the Black Hat NOC and Senior Director of Security Product Research and Technical Marketing Engineering at Corelight, his show starts with switches and access points rather than alerts. The team brings in the ISP, the firewall, the switches, and the access points, deploys them across the conference, and then moves into SOC mode. If there is no network, there is nothing to secure. The tooling arrives through partnership rather than sponsorship. James Pope says a company cannot buy or sponsor its way into the NOC, and that the team picks what it wants and fills gaps as it finds them. Cisco covers Umbrella and file malware analytics, Palo Alto Networks provides the firewall and XSIAM as the log aggregator, Arista handles switching and access points, Jamf runs MDM across the registration devices, and Lumen supplies the internet. Corelight is the network visibility layer. That layer carries different weight here than it would inside a company. Asking attendees to install a certificate or an endpoint agent so the NOC can inspect their traffic is a request nearly everyone declines. In most corporate environments the endpoint is one of the richest sources of signal. At Black Hat, visibility into attendee activity comes from network data. A Black Hat positive is malicious activity that is legitimate in context. Attendees pay to learn attack techniques against real targets, and researchers demonstrate new exploits on stage. Those events generate true detections no corporate SOC would ignore. The NOC lets them run rather than killing a paid training exercise or a live demo. So how does the team tell a training exercise from a real attack? It baselines each classroom and spends its time on the outliers. When seventy students in a room run the same attacks against the same destinations, the activity is probably sanctioned. The curriculum is ingested as a JSON file and the system moves through a series of gates, asking whether this is a class, whether multiple sources are reaching the same destination, and whether the attack would be expected in that curriculum. Anything that does not fit comes back for a human. The team informs far more often than it blocks. On the day of the recording, James Pope went to the trade show floor to tell someone that command and control traffic was running from their machine, and handed over logs for their IT and security team. He is not their manager, and what happens next is their call. Illegal activity is treated differently, and a handful of times per show the team asks a room to stop. At Black Hat Asia, traffic from a Corelight sensor showed a double RAT infection on one machine, a single APT running one implant for exfiltration and another for command and control. Working from traffic, James Pope established that the person was a reporter, the region they covered, and the company they worked for. Open source intelligence narrowed it to a single name, registration confirmed the person was on site, and the NOC invited them in. The reporter arrived expecting a product demo. The laptop was reset with everyone present, sessions were revoked, passwords were changed, and the reporter left in a secured state. This year the team opened the Outpost, running real Black Hat network logs from Corelight behind application guardrails, LLM guardrails, and a kill switch, where visitors query the data with text to SQL. Agentic triage stitches alerts into detections and detections into a timeline, and James Pope treats the ability to drill down to raw logs as a requirement rather than a preference. Success is measured largely by what does not happen: no compromise of registration, the switches, or the access points, and people who arrive infected leaving better than they got here. This is a Brand Briefing. A Brand Briefing is an on-location conversation recorded on site at Black Hat USA 2026, putting a spotlight on the guest and their company and pairing it with the editorial reach of ITSPmagazine. Learn more: https://www.studioc60.com/performance/#briefing GUEST James Pope, Senior Director of Security Product Research and Technical Marketing Engineering at Corelight, and SOC lead for the Black Hat NOC RESOURCES Black Hat USA 2026 event coverage from ITSPmagazine: https://www.itspmagazine.com/black-hat-usa-2026-cybersecurity-event-coverage-in-las-vegas Learn more about Corelight: https://corelight.com Corelight blog, including the Black Hat NOC series: https://corelight.com/blog Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight ▶︎ Get your own Brand Briefing at an upcoming event: https://www.studioc60.com/buy-brand-briefings KEYWORDS james pope, corelight, sean martin, marco ciappelli, brand briefing, brand story, brand marketing, marketing podcast, black hat usa 2026, network detection and response, network evidence, security operations center, threat hunting, agentic triage, ai in the soc, conference network security, black hat noc, command and control, incident response Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to episode 367 of The Cloud Pod, where the forecast is always cloudy! Justin, Ryan, and Matthew are in the studio this week and ready with a lot of news, including passkeys (we know, they've had a rough week), Secrets Manager, Vector Search, and Glimmer (no, not my second favorite character from She-Ra), and even…wait for it…undersea cable news!  We've got a lot to cover, so let's get started!  Titles we almost went with this week AWS Secrets Manager Jenkins Rotation Finally Claude Enterprise Hooks a Ride on Data Loss Prevention Passkeys Take the Wheel, SMS Rides Off Into the Sunset Claude Code Says Trust Falls Are Over Muse Glimmer Shines While Meta’s Wallet Dims Zuckerberg Bets Big on Open Weights, Loses on Free Cash Flow AI is persistently in the news How many ways are there to run vector search in AWS, now 1 more Vector Search is the new Docker on AWS… how many ways are there to run it AWS Says “You get a Vector Search, and you get a Vector Search” You say you’re a Cloud Azure, but “Azure Network Router Appliance” says otherwise Claude now tells the world, I did the AI Slop Open, Closed, Open; Zuckerberg is on the AI Revolving Door Anthropic triples everyone’s productivity with Automode A big thanks to this week's sponsors: We're sponsorless! Want to get your brand, company, or service in front of a very enthusiastic group of cloud news seekers? You've come to the right place! Send us an email or hit us up on our Slack channel for more info. AI Is Going Great – or How ML Makes Money  01:40 Inference hooks: inline data loss prevention for Claude Enterprise  Anthropic launched inference hooks in beta for Claude Enterprise, providing inline data loss prevention across chat, Claude Code, Claude Cowork, and other Enterprise surfaces through a single configuration point. Technical approach: every inference request routes through a signed WebSocket connection to a customer-controlled security server; Claude sends the prompt and context before generation begins and waits for an allow/deny verdict before proceeding. The same inspection applies to tool call responses, including those from MCP connectors, skills, and plugins. The feature uses an open, webhook-based protocol with a published schema, allowing integration with existing DLP vendors such as Netskope, Palo Alto Networks, Proofpoint, and Zscaler, or custom in-house security servers, without requiring separate per-product integration work. Rollout controls include shadow mode (log without blocking), role-based exclusions, and percentage-based rollouts, along with configurable failure-policy tolerance and timeouts to match organizational risk requirements. This addresses a gap where inline enforcement was previously limited to Claude Code’s client-side hooks, giving compliance teams a unified enforcement layer for sensitive data across all Claude Enterprise channels.  Documentation is available

AI is creating a new cybersecurity arms race - and investors are taking notice. Michelle Martin looks at why CrowdStrike and Palo Alto Networks have hit record highs after Black Hat put the growing threat from AI agents firmly in focus. Could cybersecurity be the next major leg of the AI trade? Then, Microsoft is charging back, with Bernstein seeing a path to another 30% upside. TSMC’s sales surge 45% as AI hardware demand stays hot, while Intel turns to a US$15 billion stock offering to fund its ambitions. Also on Market View: Greg Abel begins putting Berkshire Hathaway’s enormous cash pile to work, Indonesian equities approach bull-market territory, and Singapore raises its 2026 growth forecast to 4.5–5.5%. Plus, what the latest DBS, OCBC and UOB results tell investors about the outlook for Singapore banks - and why Christopher Nolan’s The Odyssey has become a US$1.1 billion blockbuster. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Enterprise AI has moved past experimentation and now has to prove its return. Ed Sim, Founder and General Partner of boldstart ventures, ranked the No. 1 seed investor in the Business Insider Seed 100 two years running, sees hundreds of AI startup pitches a year, and writes the first check into companies enterprises buy from years later. He wrote the first check into Snyk and backed Protect AI, which Palo Alto Networks acquired for more than $700 million. In this conversation, he lays out the three waves of enterprise AI adoption, why rising token costs are pushing companies toward open-weight models and their own hardware, how agent identity and access create a new attack surface, and what separates AI vendors that survive a shakeout from the ones that do not.YOU'LL DISCOVER✅ The three waves of enterprise AI: get AI running, get agents running, and the wave happening now, where ROI and tokenomics decide what survives✅ Why Ed expects dozens of models inside a single enterprise, and the choice he frames as renting intelligence versus owning it✅ How one portfolio company packaged eight GPUs, CPUs, and a model router into an appliance, routing roughly 10% of queries to the frontier labs and claiming 70% savings per year✅ Why agents should be granted access at runtime that expires when the task ends, so a breach's blast radius stays contained to one narrow authorization✅ Cost per outcome as the yardstick: the human doing the task, the AI doing the task, and the human assisted by AI, applied first to discrete work like coding and customer support✅ A 57-step insurance claims process where the AI was correct 98% of the time and the humans 85%, a gap only visible because every step was recorded✅ The real difference between open source and open weight models, and why most of Ed's startups now build on open weight models under the hood✅ Why he argues offense is the new defense, and what the Black Hat sandbox escape means for CISOs planning autonomous defense⏱️ TIMESTAMPS0:00 Introduction0:36 Three waves and the ROI test3:06 Many models and where startups win10:32 Who owns access, context, and evaluations17:21 It's the people, not the architecture20:04 Measure the outcome, then cut the cost28:14 Buying talent and changing culture33:05 Systems of record versus headless agents36:31 Venture money pivots to robotics and chips40:11 Open weights and owning your intelligence44:44 Autonomous attacks need autonomous defense51:32 Judging vendors and earning enterprise trust

In this episode of The IT Experts Podcast, I sit down with Gemma Telford from the Archer Agency to unpack one of the most underused resources available to growing MSPs, vendor Marketing Development Funds, or MDF. With two decades of experience across tech marketing, including roles at Ingram Micro, Sage and Palo Alto Networks, Gemma Telford brings a rare view from both sides of the channel, having worked with vendors, distributors and partners alike.    We open with a wider discussion on why so many MSP owners struggle to embrace marketing in the first place. Many of us built our businesses on technical strength rather than promotional confidence, and Gemma and I agree that the answer often lies in reframing marketing as simply clear messaging about how you help people, rather than something big or intimidating. Bringing in dedicated marketing support, rather than expecting founders or inexperienced hires to carry the whole function, is one of the most reliable paths to sustainable growth.     From there, we move into the heart of the episode, MDF itself. Gemma Telford explains that marketing development funds sit within a vendor's budget specifically to help partners sell more of their products and services. Despite the funds being widely available, research referenced in the episode suggests that around sixty percent of MDF goes unused every quarter. The reasons are practical rather than mysterious. Vendors often allocate funding to whoever asks loudest, application processes can be convoluted, and many MSPs simply are not aware the money exists or how to access it.    A significant part of our conversation focuses on the mismatch between vendor expectations and MSP realities. Vendors frequently want to see leads or return on investment within a single quarter, which rarely reflects how MSP sales cycles actually work. Gemma Telford shares an encouraging example of an ERP vendor taking a longer-term view, building multiyear plans with partners and trusting that results will follow, even if not immediately. This kind of collaborative thinking, she suggests, is exactly what more vendors need to adopt.    Practical advice runs throughout the episode. Rather than approaching every vendor at once, Gemma recommends we choose one vendor to start with, ideally one connected to a business goal such as growth in a particular sector or vertical. From there, building a genuine plan, complete with revenue targets and a proposed timeline, gives vendors something concrete to support rather than a vague request for cash. Case studies and proof points are also flagged as powerful tools, since vendors are always seeking evidence that their products deliver real results for real customers.    We also touch on the importance of relationships within the channel. Strong connections with account managers and channel teams can open doors that generic outreach never will, and we both agree that treating vendor partnerships as a genuine collaboration, rather than a transactional exchange, tends to produce the best long-term outcomes.    Towards the end of the episode, Gemma Telford sets out three changes that would make MDF programmes work better for everyone. Vendors moving away from rigid quarterly ROI expectations, supporting partners to build their own plans rather than being overly prescriptive, and simplifying the application process so partners are not discouraged before they even begin. For any MSP wondering where to start, my advice is refreshingly simple, get a plan in place, understand your specialisms and messaging, and proactively approach your vendors rather than waiting to be noticed.    This episode is a valuable listen for any MSP owner who has heard of MDF but never quite understood how to access it, or for those keen to strengthen their vendor relationships and unlock funding that is often sitting untouched.    You can connect with Gemma Telford on LinkedIn or find out more about her work at the Archer Agency.   Make sure to check out our Ultimate MSP Growth Guide, a free guide that walks you through a proven process to take your MSP from stuck to scalable, without working even more hours. It's 44 pages rammed with advice, insights and inspiration to help you decide what support is available to you now if you want to grow and scale your business. Click HERE to get your copy.    Connect on LinkedIn HERE with Ian and also with Stuart by clicking this LINK    And when you're ready to take the next step in growing your MSP, come and take the Scale with Confidence MSP Mastery Quiz. In just three minutes, you'll get a 360-degree scan of your MSP and identify the one or two tactics that could help you find more time, engage & align your people and generate more leads.    If you're serious about growth and want to explore what this could look like for your MSP, you can book a Right Fit Clarity Call with us HERE.  OR   To join our amazing Facebook Group of over 400 MSPs where we are helping you Scale Up with Confidence, then click HERE  Until next time, look after yourself and I'll catch up with you soon!

Vishing attacks target hedge funds. Metabase Cloud breached by zero-day flaw. Cyberattack disrupts North Carolina Ports operations. The Chinese government has launched a security review of Palo Alto Networks products. US defense supplier breached by phishing attack. Healthcare software provider breach affected 3.8 million people. New macOS malware spreads via ClickFix attacks. Microsoft and Apple issue new security updates. Cryptography expert says new AI cryptanalysis results show promise, but not an AES breakthrough. James Turgal, Optiv Security's vice president, cyber risk, strategy and board relations, is discussing how Iranian operators and their proxies appear to pursue disruption. And a Kentucky Fried Chicken order doxxes Chinese spyware operator. 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 Today we are joined  by James Turgal, Optiv Security's vice president, cyber risk, strategy and board relations, discussing how Iranian operators and their proxies appear to pursue disruption by exploiting poorly secured operational technology in sectors such as water, energy, healthcare, and transportation. Selected Reading Hedge fund cyberattacks tied to BlackFile-linked UNC6671 extortion group (BleepingComputer) Multi-Brand Vishing Extortion Targets Financial Services and Enterprise Cloud Environments (GTIG) Cyberattack on North Carolina Ports ‘contained' as Coast Guard, state officials investigate (The Record) China launches cybersecurity review into Palo Alto Networks products (Reuters) Attacker phished way into US defense supplier's Microsoft 365 account (The Register) Unlimited Technology Systems Data Breach Affects 3.8 Million Patients (HIPAA Journal) Mac Malware Drains Crypto Wallets Via Fake CAPTCHA Scam (Huntress) China-linked LightSpy spyware caught targeting victims in 13 countries, including the US (TechCrunch) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc.

Apple's bug bounty program overwhelmed by fake AI generated reports China launches cybersecurity review into Palo Alto Networks products Meta AI hacks external systems during cybersecurity testing Get the show notes here: https://cisoseries.com/cybersecurity-news-faked-bug-reports-metas-rogue-ai-china-investigates-palo-alto/ Huge thanks to our episode sponsor, ThreatLocker AI risk does not only come from attackers. Employees are adopting AI tools faster than many organizations can evaluate them. Today's tip: an AI policy should be backed by enforceable controls over what tools can access and do. See how ThreatLocker can help you govern AI use at threatlocker.com/ciso.

Markets whipsawed this week as Trump called off strikes, Iran denied talks, and stocks surged then pulled back on every new headline. Learning to separate signal from noise when geopolitical events drive extreme short-term volatility is one of the most valuable skills a long-term investor can develop.Today's Stocks & Topics: The Walt Disney Company (DIS), Market Wrap, Aya Gold & Silver Inc. (AYA), Airlines, Expedia Group, Inc. (EXPE), Iran Peace Signals and Market Volatility: How to Invest When Headlines Move Markets, Taking Profits, Palo Alto Networks, Inc. (PANW), Advanced Micro Devices, Inc. (AMD), Artificial intelligence (AI) Use.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Special Guest: Nikesh Arora, CEO @ Palo Alto Networks.  AGENDA: 04:50 Airtable Sold to Bending Spoons for $1.285B  17:00 Leo Aschenbrenner's Situational Awareness Blows Up as Citadel Buys His $16BN Book 22:30 Anthropic's AI Models Breach Three Companies as Cyber Threat Accelerates 33:35 Moonshot AI Raises $3.5B at $35B as Chinese Models Crush AI Prices 38:05 Valar Atomics Triples to $6B as Sequoia Bets on Nuclear Power for AI 42:50 OpenAI and Anthropic Could Trigger a Massive Public-Market Dislocation 52:55 Big Tech and Palantir Earnings Ignite the Next Phase of the AI Gold Rush 1:04:30 Procore Buys DroneDeploy for $900M in a High-Stakes 12x Revenue Bet 1:10:55 Scale AI Hits $1.5B ARR After the Meta Deal Left It for Dead  

DRMatternet Appoints Starbucks EVP Sanjay Shah to Board of DirectorsDeveloper of commercial drone delivery systems for urban and suburban environmentsCEO/founder Andreas Raptopoulos: M.A. in Industrial Design Engineering; Diploma of Imperial College in Industrial Design Engineering; Diploma in Mechanical EngineeringChris Dawson: M.B.A. from INSEAD.Sanjay Kotte: B.B.A. in finance and management; M.B.A. and J.D.Laurence Marton, M.D.: expert in drug development, polyamine metabolism, and cancer research,Saurabh Ranjan: certification in human resource and law; M.A. and M.B.A.No female directors or executives but now a second Sanjay: IN OR OUTSanjay Shah: B.S. in Mechanical EngineeringStarbucks Chief Supply Chain OfficerSVP of Operations, GopuffCOO, Beyond MeatSVP, TeslaVP of North American Customer Fulfillment, AmazonAAON Increases Board Size and Appoints Robert L. Buttermore III, and Patrick J. Jermain as Independent DirectorsBefore 2/9 F now 2/11 FAAON manufactures heating, ventilation, and air conditioning equipment for commercial and industrial indoor environments IN OR OUT: Robert L. Buttermore III: BS mechanical engineeringChief Supply Chain Officer of Rockwell Automation, one of the world's leading industrial automation and digital transformation companiespreviously led Rockwell's Power Control business and oversaw strategic expansion initiatives supporting industrial, semiconductor, energy, HVAC, and data center customers. IN OR OUT: Patrick J. Jermain: MBAFormer CFO PlexusAdministration and Management: 100%. The others:Caron A. Lawhorn: former CFO, ONE Gas, Inc.Stephen O. LeClair: MBA, Chair/former CEO, Core & MainBruce Ware: MBA, CEO, One America Bancorp Inc., a financial institution that he founded to provide niche financial and banking servicesUber's Strategy for Fighting Sexual Assault Suits: ‘What Were You Wearing?'IN OR OUT on the board skillset: Consumer and Digital Experience: “Background in the development and improvement of consumer experiences with a company's products, services, and brand, including through a digital interface.” AND Sustainability and Human Capital Management: “Experience in corporate responsibility, human capital management, and managing sustainability initiatives.”Who is in BOTH?Arora: CEO, Palo Alto Networks (cybersecurity); SoftbankBurns: Former CEO/Chair Xerox; currently invests in techEckert: Partner at PE firm; former CEO MattelGinsberg: Partner at PE firm; former CEO Match GroupKhosrowshahi: CEO; former CEO ExpediaSugar: Former CEO Northrop Grumman (war); Apple: Foxconn suicide machineWynaendts: former CEO Aegon (life insurance); Deutsche bankIN OR OUT on Chief Legal Officer Tony West: “Why safety is personal to me”Uses past public service as a human shield for his current corporate ruthlessness: West spends roughly a third of the statement reciting his resume (prosecuting child exploitation, doing pro bono work for domestic violence survivors, and overseeing the Office on Violence Against Women under Obama) which is why “I would never support or condone conduct—inside or outside a courtroom—that fails to treat women and survivors with dignity and respect”West was a chief architect and defender of Uber's ruthless campaign to pass Proposition 22 in California. Uber and other gig companies spent hundreds of millions of dollars to exempt themselves from state labor laws, ensuring their drivers remained classified as independent contractors without a minimum wage, healthcare, or sick leave.Blames “the system:” “I'll be the first to say that our adversarial legal system can be particularly tough for survivors. By its nature, the trial process is designed to extract facts ... And the fact that all of this occurs in public view makes it all the more difficult …” “The system" isn't asking victims what they were wearing—Uber's highly paid defense attorneys areWest is shifting the blame from his own legal department's aggressive, victim-blaming litigation strategies onto the abstract concept of the "adversarial legal system."the New York Times and unsealed court documents from the multidistrict litigation (MDL) reveal, once a survivor steps into a courtroom, Uber's high-priced defense lawyers resort to classic, traumatizing victim-blaming. Asking women what they were wearing or weaponizing their personal histories to discredit them is a deliberate strategy to minimize corporate payoutsCherry picks one favorable moment: West quotes a single federal judge from a February trial who praised Uber's attorneys, saying they did not engage in "the slightest bit of shaming" and that he wanted it "clear on the record."one favorable quote from one judge in one specific trial: "Look, this one guy said we're nice, so the New York Times must be lying."Bullshits the bigger picture: “Uber was among the first companies to end forced arbitration and mandatory confidentiality agreements in matters involving sexual assault and sexual harassment”Yes, they ended individual forced arbitration, but they fought ruthlessly to ensure survivors still cannot form class-action lawsuits. Forcing victims to fight Uber one-on-one is a massive legal advantage for the companyLies about ESG data: “Uber was also the first—and continues to be one of the only—companies to voluntarily and consistently publish data on the reports of sexual assault”They published "safety data," but as the Times revealed, they hid hundreds of thousands of complaints by categorizing them as "unaudited" or "less serious."While Uber publicly reported a few thousand incidents, internal documents showed they received over 400,000 reports of sexual assault or misconduct between 2017 and 2022.Jefferies ESG chief says investors overstate SpaceX governance risksAniket Shah, Jefferies' global head of sustainability: Investors who avoid SpaceX because of Elon Musk's extraordinary control over the company may be letting governance concerns outweigh potential long-term returns"The idea that there's an — in quotes — acceptable form of good governance" is one that "I highly question," Shah said. "People who try to put governance into some kind of straight-jacket are too simple-minded and, frankly speaking, not looking at data."“Investors who rely on governance checklists alone risk overlooking companies capable of generating substantial long-term returns, particularly founder-led businesses that concentrate decision-making power in a single executive.”IN OR OUT on SpaceX? Did he change your mind?Does this help change your mind? Bill Ackman Says "Never Bet Against Elon," Even as He Passes on SpaceX Stock. Here's Why He's Staying Out.IN OR OUT on SpaceX? Did Bill change your mind?IN OR OUT based on this headline: Mark Zuckerberg Says AI Will Create An 'Infinite' Instagram: outlined a vision where AI-generated content becomes a third major source of contentMark Zuckerberg and Priscilla Chan's school is the latest billionaire education experiment to collapse: The Primary School closed after nearly a decade, following disappointing outcomes and a shift in the Chan Zuckerberg Initiative's philanthropic priorities from social advocacy toward scientific philanthropyThe Primary School was a passion project for Chan, who regularly visited the campus, read books to kindergartners, and appeared in a curriculum video with Sesame Street's ElmoDespite her hands-on approach, the school struggled with some of its nontraditional elementsTeachers, for instance, were required to sign nondisclosure agreements, and the school experienced high turnover among principals.Finding the right curriculum and policies also proved challenging as administrators tried to determine the best approach to teaching students.Chan told The Wall Street Journal last year: “The outcomes just weren't where [the board] would have wanted them to be or, frankly, anyone would have wanted them to be.”IN OR OUT on the Chan Zuckerberg Initiative?MMIN OR OUT: Your AI strategy isn't failing because of bad design. It's because your team doesn't believe in youWhich is more likely - the team is rejecting AI or the messenger?In which case, IN OR OUT round - if you were employed by the following, and they said you were going to execute an AI strategy, you buying or selling?Mark ZuckerbergALL IN BABY! FIRE EVERYONE! SELLJamie Dimon“Total redeployment” BUYBill Brown, CEO at 3MAsk3M - product innovation using AI (talk to a chatbot and get ideas I think?) SELLKelly Ortberg, CEO at Boeing“Intelligence” - enhance spec drawings and productivity? They're not going deep on AI yet, no money BUYBrian Cornell, Target not-CEO-but-actually-CEOOne bullet: Using data and technology in new ways to strengthen inventory planning, improve in-store consistency and enhance guest interactions SELLSpaceX's first-ever earnings report comes with stock under pressure: Q2 previewStraight up, IN OR OUT - buying SpaceX with it cheap or selling?Elon Musk still runs it like an uncontrolled dictator with sycophants surrounding him!Aniket Shah says you shouldn't be so parochial about that or you'll miss “generational wealth event” like with Facebook, because Facebook was good for everyone!Musk rumored to be building an entire telco (or buying one) because his personal net worth can afford to buy him Verizon and still have almost $800bn left over!Everyone calling this a “test”, but it doesn't matter since the only thing you can do is buy or sell!Meritocracy claims make managers pay men more than equally qualified womenIN OR OUT: MEN OR WOMENStarbucks CEO Earns 1,794 Times More Than the Average Worker: Here's Why He's Paid $31MIN or OUTThe turnaround strategy is working - Niccol made more than any other restaurant CEO per share, stock is up!Starbucks pay committee is a mess of overpaying, interconnected directors: Ritch Allison (chair) bats .249 on pay ratio, Andy Campion bats 0.041, Mike Sievert 0.067, Neal Mohan 0.031. These are literally the among the highest paying directors in the database - so did he earn it or do these people not care and pay egregious amounts?ALL the execs make a lot - is it a good sign when all the execs get PAID, since they're making money in stores?Not EVERYONE is making money - Starbucks not only regressed its offer to the union, they sued them to no longer use the Starbucks logo (which is so fucking petty), and Niccol refused to negotiate with them at first and excluded them from the bonus poolStock is up 20% YTD, 15% in last year! Beating the S&P (slightly)!

ServiceNow has been hammered in the software selloff, but our Q2 2026 earnings breakdown reveals a business quietly repositioning itself for the AI edge. CEO Bill McDermott and CFO Gina Mastantuono delivered 25% year-over-year revenue growth, accelerating subscription guidance, and two strategic acquisitions, Veza and Armis, that push ServiceNow into identity, access, and device-level cybersecurity. We break down why McDermott calls this the fastest-growing risk and security business among the top 10 enterprise cybersecurity players, and why the market still treats ServiceNow like an AI-era loser rather than an edge-AI beneficiary.The conversation covers GAAP versus non-GAAP metrics, including a 55% decline in GAAP operating income, balance sheet strength post-acquisitions, full-year subscription revenue guidance near $16 billion, and a reverse DCF on free cash flow per share to gauge what the current stock price is actually pricing in. We also compare ServiceNow's cybersecurity revenue against pure-play peers like Palo Alto Networks, CrowdStrike, and Fortinet using data from our research dashboard.If you're evaluating semiconductor and AI infrastructure stocks, foundry exposure, or non-correlated edge-AI plays for portfolio diversification, this ServiceNow deep dive lays out both the bull case and the real risks.Semi Insider members get access to CSI's research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your fiscal.ai membership with our link: fiscal.ai/csiThis content is for general information or entertainment only and is not specific or individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including loss of principal. CSI owns shares of ServiceNow.

As AI coding agents accelerate software development, they also create new challenges for site reliability engineers (SREs), who are increasingly responsible for debugging systems that no single human fully understands. In this episode ofThe New Stackpodcast, Sam Farid and Nate Heinrich of Chronosphere argue that AI agents should also be used for root-cause analysis, helping teams diagnose failures more quickly as model capabilities continue to improve.  Rather than immediately purchasing a commercial solution, they recommend organizations first build an in-house AI SRE. The process of documenting systems, dependencies, and operational knowledge creates valuable context that enables AI agents to troubleshoot effectively while improving institutional knowledge. Although Chronosphere offers its own AI SRE platform, the hosts emphasize that building an internal prototype helps teams understand their needs before evaluating vendor tools. As AI-generated code becomes more common, organizations that invest in mapping their systems and leveraging AI for operations will be better equipped to reduce downtime and support increasingly complex software environments. Learn more from The New Stack around AI SREs:  5 ways SRE AI agents are set to augment human capabilities The Future of AI in SRE: Preventing Failures, Not Fixing Them AI Reliability Engineering: Welcome to the Third Age of SRE Join our community of newsletter subscribers to stay on top of the news and at the top of your game. 

The attack window from the discovery of a vulnerability to its exploitation has shrunk to less than 24 hours and sometimes down to just 25 minutes. Is your security team prepared for the speed of AI-driven attacks?In this episode, Ashish sits down with Sarit Tager, who leads Cortex Cloud product management at Palo Alto Networks, to discuss why the post-Mythos era is forcing Cloud Security and AppSec out of their traditional silos. Sarit explains how AI coding agents prioritize generating code over securing it, which can sometimes result in flaws like accidentally deleting production databases within two weeks.We also explore how English has become the new primary programming language, effectively making everyone a potential developer. Sarit breaks down why relying solely on cloud posture management is no longer enough and why deploying active runtime agents is now mandatory to block real-time exploits.Guest Socials -⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Sarit's Linkedin ⁠⁠Podcast Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@CloudSecPod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you want to watch videos of this LIVE STREAMED episode and past episodes - Check out our other Cloud Security Social Channels:-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Podcast- Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you are interested in AI Security, you can check out our sister podcast -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AI Security Podcast⁠(00:00) Introduction: The Convergence of Cloud and AppSec(01:50) Sarit Tager's Background: From VP of Engineering to Palo Alto Networks(03:00) Why English is the New Programming Language(06:00) The Problem with LLMs Suggesting AppSec Fixes That Break Functionality(09:30) How AI Agents Can Accidentally Delete Production Databases(11:40) The Attack Window Shrinking to 25-30 Minutes(14:00) The Post-Mythos Fear and the Token Cost Challenge(16:30) Why You Must Deploy a Runtime Agent (Posture is Not Enough)(18:30) Why AI Coding Agents Put Security Second(24:00) Breaking the Silos: The Rise of Holistic Product Security(36:00) How AI Empowers Non-Experts to Investigate Across Security Domains(40:30) Fun Questions: 50 Countries, No Social Media, and Japanese FoodThank you to Palo Alto Networks for sponsoring this episode:Learn more about Palo Alto Networks Cortex Cloud.

Nineteen stories this week and not one of them wanted to be the headline — which is honestly kind of great. Palo Alto Networks bought a company called Embrace that may or may not count as a Portland startup depending on how you squint (its president and VP of engineering are right here, so I'm counting it), two local apps picked up Apple Design Awards, and then things just kept coming — a plant-poison checker named after somebody's cat, an app that scores your Spotify for yacht-rock content, a whole association of small companies trying to out-organize Big Tech. No anchor, just volume — and I'm genuinely energized by that.LINKS:Apple Design Awards 2026 — https://siliconflorist.com/2026/07/20/two-portland-apps-recognized-by-apple-design-awards-2026/Apple Design Awards — https://developer.apple.com/design/awards/World Reborn (Apple Game of the Day) — https://siliconflorist.com/2026/07/23/medford-made-world-reborn-lands-apple-game-of-the-day-honors/Wicked Saints Studio — https://www.wickedsaints.studio/Palo Alto Networks acquires Embrace — https://siliconflorist.com/2026/07/22/palo-alto-networks-acquires-embrace/Embrace — https://embrace.io/Lewis & Clark $1M Google grant — https://siliconflorist.com/2026/07/22/your-next-cybersecurity-hire-could-come-from-lewis-clark-thanks-to-a-1m-google-grant/Lewis & Clark announcement — https://www.lclark.edu/live/news/58507-lc-lands-1-million-in-google-funding-for-cybersecurityBoulder Care $1.8M grant — https://siliconflorist.com/2026/07/20/boulder-care-lands-1-8m-grant-to-further-opioid-addiction-efforts/Paige Hendrix Buckner joins the Check Writers Room — https://siliconflorist.com/2026/07/22/all-raise-ceo-paige-hendrix-buckner-joins-the-check-writers-room/Little Tech may be for you — https://siliconflorist.com/2026/07/23/tired-of-big-tech-holding-all-of-the-power-little-tech-may-be-for-you/Little Tech Association — https://www.little.tech/LinkedIn Cities on the Rise — https://siliconflorist.com/2026/07/22/linkedin-highlights-both-portlands-among-cities-on-the-rise/Quilld (branding/rebranding) — https://siliconflorist.com/2026/07/22/branding-is-hard-rebranding-is-even-worse-quilld-is-here-to-help/Quilld — https://quilld.ai/Rami (plants + pets) — https://siliconflorist.com/2026/07/21/helping-houseplants-and-housepets-cohabitate-rami/Rami — https://getrami.app/Is it yacht rock? — https://siliconflorist.com/2026/07/21/looking-to-answer-the-age-old-question-is-that-yacht-rock-playing-theres-an-app-for-that/Is It Yacht Rock? app — https://madegglabs.com/apps/is-it-yacht-rock/Lemonvite (ad-free invites) — https://siliconflorist.com/2026/07/22/tired-of-ads-cluttering-your-invites-look-at-lemonvite/Lemonvite — https://www.lemonvite.com/Fan the Flame (Portland Fire app) — https://siliconflorist.com/2026/07/23/portland-fire-fan-youll-want-this-app-burning-a-hole-in-your-pocket/Fan the Flame — https://fantheflame.app/funnr (kids' schedules) — https://siliconflorist.com/2026/07/22/managing-your-kids-social-schedule-just-got-funnr/Chain React 2026 visitor guide — https://siliconflorist.com/2026/07/24/attending-chain-react-2026-in-portland-heres-a-visitor-guide-to-help-you-make-the-most-of-your-stay/Y Combinator F26 apps (close July 27) — https://siliconflorist.com/2026/07/24/reminder-y-combinator-applications-for-f26-close-july-27-2026/Y Combinator apply — https://www.ycombinator.com/apply/Pitch Latino Portland (apps due July 30) — https://siliconflorist.com/2026/07/23/reminder-pitch-latino-portland-applications-are-due-in-a-week/Pitch Latino — https://www.latinofounder.com/pitchlatinoDevOps Days Portland (Sept 8–10, code SILICONFLORIST) — https://siliconflorist.com/2026/07/21/need-a-little-more-devops-in-your-life-go-to-devops-days-portland-with-a-discount/DevOps Days Portland — https://devopsdays.org/events/2026-portland-or/welcome/

In this episode I sit down with Ed Sim, founder and managing partner of Boldstart Ventures, to dig into where AI security, agentic infrastructure, and the venture market are actually heading.Ed has been an inception-stage investor for nearly 30 years and has run Boldstart since 2010, backing hardcore technology companies across AI infrastructure, cybersecurity, and physical AI. He was the first investor in Protect AI, which sold to Palo Alto Networks in a reported ~$700M exit roughly a year before ChatGPT launched. He is also early in companies like Keycard, Surf AI, and June. About a third of Boldstart's investments are in cyber, so Ed sees this market from the founder and investor side in a way most security conversations do not.We get into why the era of building raw intelligence is giving way to an era of controlling it, what that means for on-prem models and private evals, and why Ed thinks nearly everything in security is going to get rebuilt from scratch.In this episode:- Why a day-one partnership looks different now that anyone can vibe code an MVP- The Protect AI acquisition and what the first exit in AI security signaled to the market- Competing as an inception fund against mega-funds writing giant seed rounds- What founders should actually look for in a venture partner beyond the check- The shift from building intelligence to controlling it, including routing, post-training, and on-prem deployment- Why enterprise data, workflows, and private evals are becoming the crown jewels- Vulnerability chaining, attack path reasoning, and how tools like Mythos are reshaping the security budget conversation- Agentic identity and why Keycard treats agents as short-lived problem solvers rather than digital twins- The Surf AI thesis on automated security hygiene and tying every asset back to an owner- The real bottleneck slowing agent adoption in the enterpriseChapters:0:00 Intro0:35 Ed's background and inception investing1:57 Day-one partnerships in the vibe-coding era3:53 The Protect AI exit to Palo Alto6:14 Competing as an inception fund against mega-funds9:17 What founders should look for in a VC partner11:48 From building intelligence to controlling it15:52 Boldstart's domain-specific model portfolio16:16 Private evals, context, and memory as crown jewels17:18 Mythos, vulnerability chaining, and attack path reasoning20:59 How much access should you give the model22:07 On-prem context and the autonomous workforce24:49 Agentic identity and Keycard28:11 Building brand and community with Insecure Agents31:30 The Surf AI thesis and automated security hygiene34:13 The real bottleneck to agent adoption37:09 The easy button, Palantir, and a multi-model world38:24 Two types of people in this new eraConnect with Ed:LinkedIn: https://www.linkedin.com/in/edsim/Boldstart Ventures: https://boldstart.vcEd's newsletter, What's Hot in Enterprise IT/VC: https://www.whatshotit.vcMore from Resilient Cyber:Substack: https://www.resilientcyber.ioSubscribe for more conversations with security practitioners and leaders.#aisecurity #agenticai #cybersecurity #venturecapital #appsec

Most people use technology all day without giving much thought to what is happening behind the screen. We trust routers that may not have been updated in years, depend on internet systems few of us understand, and now turn to artificial intelligence for everything from travel plans to home repairs. That convenience comes with tradeoffs. In this episode, we look at the weaknesses built into our connected world and what happens when our technical knowledge fails to keep pace with the technology surrounding us. Sherrod DeGrippo leads threat intelligence for Unit 42 at Palo Alto Networks, where she oversees teams working to identify and respond to increasingly complex cyber threats. During more than two decades in information security, she has held senior leadership roles at Microsoft and Proofpoint, along with positions at Nexum, Symantec, Secureworks, and the National Nuclear Security Administration. Sherrod was named Cyber Security Woman of the Year in 2022 and regularly shares her expertise at industry conferences and through outlets including BBC News, The Wall Street Journal, CNN, and The New York Times. She is also the author of *Threat Driven Software Development: Defending Modern Online Services*. We discuss how outdated home routers become tools for criminal and nation-state attacks, what could happen as technical knowledge disappears, and why foundational internet systems may be more vulnerable than people realize. Sherrod also explains why the greatest danger from AI may not be a dramatic technological disaster, but the gradual loss of human connection as people choose frictionless answers over real conversations. Along the way, she shares practical examples of where AI genuinely helps, where its limits become obvious, and why slowing down still matters when emotion or urgency begins driving a decision. Show Notes: [01:48] Sherrod introduces herself and traces her 23-year career from government network security to threat intelligence. [03:00] An early lesson in buffer overflows sparked a lasting interest in both hacking and protecting systems. [05:10] Growing up around AT&T gave Sherrod firsthand experience with telephone networks, copper lines, and beige boxing. [08:17] Technology has shifted from something people opened and explored into consumer devices few people truly understand. [11:24] As technical knowledge disappears, the people who understand how systems actually work are becoming increasingly rare. [13:41] Older internet users often understood where their data traveled, while today's devices constantly communicate in the background. [16:22] Network security remains critical because once malicious traffic reaches a device, the problem has already become much larger. [17:57] Outdated home routers provide an attractive attack surface for criminals and foreign governments. [20:12] The conversation turns to the fragility of DNS, internet protocols, and the systems supporting the global network. [22:13] Chris shares his experience with denial-of-service attacks and seeing legitimate online services exploited by malware. [25:48] Sherrod explains why AI's greatest danger may be the gradual loss of human relationships rather than a dramatic physical threat. [29:23] AI works well for tedious tasks, but human connection, creativity, and judgment should not be handed over so easily. [31:35] Living intentionally means deciding what experiences matter instead of allowing technology or other outside forces to decide for us. [34:10] Frictionless technology may leave people more vulnerable to scams by training them to expect immediate and effortless results. [35:33] Social engineering uses modern tools, but manipulation, espionage, and theft have existed for thousands of years. [38:14] AI may eliminate certain jobs while also giving people more time to focus on customers, relationships, and other human-centered work. [40:44] A furnace repair shows how AI can guide basic troubleshooting and reduce the need for some professional diagnostic visits. [43:08] AI can help someone become competent in many areas, but having access to it does not make anyone an expert. [45:44] Used intentionally, AI can remove unwanted planning and create more opportunities for people to spend time together. [47:18] Strong prompts, detailed skill files, and personalized instructions may become more valuable than traditional prompt engineering. [49:10] A gift card scam demonstrates how fear and urgency can push someone to ignore repeated warnings from others. [51:30] Sherrod advises pausing whenever a strong emotion begins driving an unusual financial or personal decision.  Thanks for joining us on Easy Prey. Be sure to subscribe to our podcast on iTunes and leave a nice review.  Links and Resources: Podcast Web Page Facebook Page whatismyipaddress.com Easy Prey on Instagram Easy Prey on Twitter Easy Prey on LinkedIn Easy Prey on YouTube Easy Prey on Pinterest Sherrod DeGrippo Sherrod DeGrippo - LinkedIn Palo Alto Networks Unit 42 Threat Driven Software Development: Defending Modern Online Services

Trump's latest AI leader resigns. The Army burns through its AI tokens. Scammers impersonate IC3 personnel.HollowGraph malware uses a compromised Microsoft 365 calendar for C2. Qilin ransomware targets a critical Palo Alto Networks flaw. A North Korean campaign targets Web3 and cryptocurrency professionals through fake job recruitment scams. Zimbra patches multiple critical bugs. Shadow AI creates regulatory headaches. Hackers wipe Romania's land registry database. Our guest is Errol Weiss, Chief Security Officer at Health-ISAC, setting the record straight on ransomware trends. Patching the automotive security system you didn't know you had.  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 Today we have Errol Weiss, Chief Security Officer at Health-ISAC, joining us to discuss ransomware trends in the healthcare industry. We also discuss findings from the Health-ISAC 2026 CISO Benchmarking Report and Health-ISAC's 2nd Quarter Heartbeat Report, which examine the current threat landscape facing the health sector. Selected Reading Trump's latest AI czar has already resigned (TechCrunch) The Army Is Burning Through Its AI Tokens (WIRED) Fake FBI Agents Use IC3 Complaints to Target Scam Victims (Hackread) New HollowGraph Malware Abuses Microsoft 365 Calendar for C&C Communication (SecurityWeek) Critical Palo Alto VPN bug now exploited by Qilin ransomware gang (Bleeping Computer) Researchers Uncover North Korean 'ClickFake' Campaign Targeting Web3 Pros (Infosecurity Magazine) Zimbra Update Patches Critical Vulnerabilities (SecurityWeek) Shadow AI Is Rewriting Cyber Disclosure Risk (BankInfoSecurity) Risky Bulletin: Hacker wipes Romania's entire land registry database (Risky.Biz) A Device Hidden in Cars Across the US Leaves Them Vulnerable to Hacking and Paralysis. Patch It Now (WIRED) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. 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

Verden har fått helt nye trusler. Innen kunstig intelligens pågår et kappløp mellom land, selskap og ondsinnende angripere. Vinner eller taper vi?  Hva er trusselbildet fremover? Sikkerhetsdirektøren i verdens største cybersikkerhetsselskap er dagens gjest i E24-podden. Med Wendi Whitmore, Chief Security Intelligence Officer, Palo Alto Networks. Programleder Sindre Heyerdahl og produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. Episoden ble først publisert februar 2026 E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

Enterprises are running more AI agents than their security teams realize, and attackers only need to be right once. Anand Oswal, EVP of Network Security at Palo Alto Networks, explains how to secure agents across four surfaces: enterprise, SaaS, endpoints, and the browser. With host Michael Krigsman, he covers shadow agent discovery, MCP and browser risks, prompt injection, agent identity, and why a unified platform beats a stack of point products.YOU'LL DISCOVER✅ The four agent surfaces every CISO must secure at once: enterprise, SaaS, endpoints, and the browser✅ Why discovery comes first: you cannot secure agents, models, tools, and plugins you cannot see✅ The Palo Alto Networks finding that one third of public MCP servers carry takeover level vulnerabilities✅ How vibe coding agents demand privileged access to local files, terminals, and cloud credentials✅ How browser agents inherit your session and cookies and can perform identity impersonation✅ Runtime threats to know: prompt injection, memory poisoning, tool misuse, and model DoS✅ How MCP and A2A protocols expand the attack surface, and why a centralized AI gateway anchors identity, runtime, and observability controls✅ The case for zero trust, an AI-driven SOC, and one unified platform over point products, and where Prisma AI fits⏱️ TIMESTAMPS0:00 Introduction0:22 Agent memory poisoning and tool misuse0:59 Discovering shadow agents across four surfaces2:32 Vibe coding agents and MCP risk4:46 Browser agents and session misuse6:20 Runtime threats and prompt injection7:17 Agent-to-agent protocols and attack surface8:04 Agent identity and the control plane9:16 Centralizing control at the AI gateway10:23 Zero trust and an AI-driven SOC11:29 One platform, not point productsSubscribe for weekly conversations with the business and technology leaders shaping the enterprise. Get the CXOTalk newsletter: https://newsletter.cxotalk.com Show notes, transcript, and summary: https://www.cxotalk.com/episode/palo-alto-networks-evp-securing-ai-agents-in-the-enterpriseEpisode 924#CXOTalk #EnterpriseAI #CIO #AIGovernance #AgenticAI #IBM #DigitalTransformation #AIStrategy #AILeadership

AI isn't just speeding up recruiting; it's actually forcing companies to redesign work itself, blending human judgment with agentic execution across hiring, mobility, and skills development. As a result, most conversations these days are about AI in the enterprise centre on software development and engineering. Recruiting, hiring, and talent management get far less attention, but they may be where AI's impact is most immediate.In a recent episode of Tech Transformed, host Dana Gardner spoke with Meghna Punhani, Chief People Officer at Eightfold AI, about how organisations are rethinking talent acquisition, workforce planning, and employee development in an AI-driven world. Meghna Punhani's perspective is shaped by nearly two decades at Google, a stint leading employee experience at Palo Alto Networks, and her current dual role at Eightfold AI, where she both leads the people function and helps build the product her team relies on. That vantage point gives her a practical, ground-level view of what works and what doesn't when AI meets HR.Reimagining the Talent Lifecycle with AI Punhani's central argument is that most legacy HR systems were designed for a different purpose, one that has evolved as work itself has changed and the workforce now includes AI agents alongside people. Simply bolting automation onto existing processes, she argues, isn't enough. Organisations that are succeeding are the ones re-engineering roles, workflows, and organisational structures from the ground up, treating this as an operating-model shift rather than an IT upgrade.This shift touches the entire talent lifecycle, from how companies find candidates and evaluate skills instead of just job titles to how they support internal mobility. Punhani points out that skills now have a much shorter shelf life than in the past, which means static job descriptions are giving way to dynamic, skills-based decision-making. AI, she says, helps surface pathways for employees that traditional resumes and titles would never reveal, including her own nontraditional route into HR leadership.How AI Is Reshaping Workforce Strategy Trust is the recurring theme throughout the discussion. Punhani is candid that employees often fear AI-driven decisions, especially around jobs and evaluations. Her approach is focused on transparency first. When Eightfold rolled out digital twins internally, employees were uneasy until leadership explained how the technology worked and used it themselves, which helped build organisation-wide confidence.That same principle shows up in Eightfold's own hiring practice. One example is the company's campus recruiting programme in India, where its AI interviewer conducted roughly 90 per cent of interviews. This enabled recruiting to scale from around eight or 10 university partners to more than 150, and from approximately 5,000 applications to 15,000, without pulling engineers away from their day-to-day duties.Time-to-offer dropped from around six weeks to as little as four days in some technical roles, largely because interviews could happen around the clock rather than around a recruiter's or hiring manager's schedule. Beyond recruiting, Eightfold's internal initiative, nicknamed Project Andromeda, applies the same re-engineering approach across sales and finance, reportedly reclaiming thousands of employee hours through redesigned, agent-assisted workflows.AI and the Future of TalentLooking ahead, Punhani doesn't frame AI as a threat to human contribution, but she frames it as an amplifier of it. As tools become more accessible across every function, she believes the people who will succeed won't be the ones who know the most facts, since AI can answer those questions. Instead, it will be the people who ask better questions, orchestrate multiple AI agents, and apply judgment where the right answer isn't obvious.For HR leaders specifically, Punhani's advice is to claim a seat at the table now, rather than letting AI adoption happen without a people-first lens. This means learning the technology firsthand, demonstrating its value to non-technical teams, and partnering closely with CTOs and CIOs to shape decisions jointly. Her advice for individuals entering this shifting job market is similarly grounded: focus on learning agility over any single technical skill, since the skills in demand today may look different within months.Future of AI in Talent ManagementAcross the conversation, Punhani returns to one idea, and that is AI in talent management isn't primarily a technology problem; it's a leadership and trust problem. Organisations that treat it that way, redesigning work with both humans and agents in mind, are the ones seeing measurable gains in speed, candidate experience, and internal mobility.For HR leaders exploring AI adoption, the takeaway from this episode is to start before you feel ready, build trust through transparency, and let AI handle evaluation and execution so people can focus on judgment, empathy, and connecting the dots across the organisation. If you would like to find out more, visit eightfold.ai or connect with Meghna Punhani on LinkedIn.TakeawaysAI's impact on talent acquisition and management.Reengineering work processes with AI.Building trust and transparency in AI systems.Skills-based internal mobility and workforce planning.AI-driven candidate evaluation and employee development.Chapters00:00 Introduction to AI in Talent Management02:59 Understanding AI's Role in Talent Acquisition06:07 AI's Impact on Workforce Planning and Skills Development10:02 Building Trust in AI for Hiring Processes13:04 Internal Use of AI at Eightfold AI18:58 Measuring ROI from AI in Talent Acquisition25:02 Enhancing Candidate Experience with AI29:53 Future Directions for AI in Talent Management

OpenAI CEO Sam Altman joins the show, live from Allen & Co. Sun Valley Conference in Idaho following the rollout of the company's new AI Model. Plus, he lays out some new efficiency results. Then the CEO of Palo Alto Networks, on AI token costs and his outlook for AI spending. And the CEO of Match Group on how AI is changing the dating landscape. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode of BHIS - Talkin' Bout [infosec] News covers the latest cybersecurity headlines, including debate over the economics of AI infrastructure, updates on the Huntress controversy, new details surrounding Scattered Spider, a critical Microsoft SharePoint vulnerability, and reports of a breach involving a DHS information-sharing network. The discussion also examines Apple's legal battles over alternative app stores, the limitations of Apple's Hide My Email feature, a Medtronic breach, firmware security, Palo Alto Networks attribution disputes, and other notable security stories that didn't make the main rundown.Join us LIVE on Mondays, 4:30pm EST.A weekly Podcast with BHIS and Friends. We discuss notable Infosec, and infosec-adjacent news stories gathered by our community news team.https://www.youtube.com/@BlackHillsInformationSecurityChat with us on Discord! - https://discord.gg/bhis

Nikesh Arora, CEO of Palo Alto Networks, says 90% of his employees aren't AI-ready. The AI skills gap is quietly becoming the biggest career risk most professionals aren't watching, and instead of mass layoffs, he's rebuilding his team through hackathons and natural attrition.This week we cover what he said on the 20VC podcast, why he's calling out leaders like Coinbase's CEO and Block's Jack Dorsey for how they're handling AI-driven cuts, and why this moment feels a lot like the one our parents lived through when computers first showed up at work and typing classes felt optional. If you've been wondering whether AI will replace your job, this is really a conversation about how to stay ahead of it.Here's what we're sippin on:The exact numbers behind his 12-month and 3-year plan, and what he says happens if he's rightHow to tell if your role is one of the "replaceable" ones he's really talking aboutOne question to ask your parents that explains exactly where this AI moment is headedFive years from now, this either ages like a warning you caught early or one you ignored.Thank you for listening, and as always...enjoy your first sip!Click here to watch the full episode on YouTubeTimestamps:00:00 The 90% AI Readiness Problem01:00 Settling In: The Move to Guyana02:00 Who Is Nikesh Arora and Palo Alto Networks03:00 Natural Attrition and Hiring Through Hackathons04:00 The Jobs Most at Risk Right Now05:00 Calling Out Coinbase and Block's Layoff Approach06:00 The Parents-and-Computers Parallel09:00 A Free Tool to Validate Your Next Idea11:00 Using ChatGPT and Claude to Move Faster12:00 Are You Seeing This Resistance Too13:00 Final Thoughts and Sign-OffWhat did you think about this episode?--------------------------------Get the First Sip Field Notes: A weekly newsletter for curious people building better businesses, careers, and lives. You'll also get a free tool to help you decide if that idea you're sitting on is actually worth building.https://firstsipfieldnotes.beehiiv.com/subscribeCONNECT WITH DEKIMBE: YouTubeInstagram  Facebook LinkedInFOLLOW THE PODCAST:InstagramApple PodcastsSpotifyFor podcast sponsorship & advertising opportunities please contact: firstsippod@gmail.com

Patrick Moorhead and Daniel Newman unpack OpenAI's reported equity offer to the U.S. government, Anthropic's phased return following export controls, and why AWS and Microsoft are betting billions on the engineers who deploy AI rather than the labs that train it. They also dig into NVIDIA's response to its roadmap critics, Meta's expanding cloud ambitions, and the week's biggest market developments, from SpaceX to Samsung. Catch the full analysis on Episode 311 of The Six Five Pod. The handpicked topics for this week are: OpenAI's Equity Offer to Washington: OpenAI is reportedly considering offering the federal government a 5-10% stake in exchange for a two-year runway on Department of Defense contracts. Pat and Daniel read it as a distribution and IPO hedge rather than a governance concession, especially with a trillion-dollar valuation still the target. (The Decode) Anthropic's Phased Return After Export Controls: Fable 5 is back online, and Mythos remains partially restored to a limited set of vetted institutions following Commerce Department approval, a rollout Pat treats as the first real test case for how future frontier models clear review. Daniel adds that Alibaba's claimed block on Claude in China carries more optics than substance given how easily a VPN routes around it. (The Decode) NVIDIA and Palantir's Open Source Enterprise Play: Alex Karp's viral CNBC interview argued that enterprises pairing Palantir with NVIDIA's Nemotron models can match frontier-level output without a frontier lab in the loop, a clip that pulled nearly 200,000 views once Pat posted it. Both hosts agree the priority for open source models has moved from leading capability benchmarks to closing that gap fast enough for slower-moving enterprises to adopt them. (The Decode) Forward-Deployed Engineering Becomes a Billion-Dollar Line Item: AWS invested $1 billion, followed just two days later by Microsoft's $2.5 billion commitment to forward-deployed engineering teams, signaling a shift in where enterprise AI value is being created. Daniel argues the biggest opportunity now lies in implementation talent rather than model development, while Patrick sees the investments as a strategic hedge, noting that frontier AI labs have already been building their own forward-deployed engineering organizations to help customers put AI into production. (The Decode) Meta's Cloud Ambitions Meet a Trust Problem: Meta Cloud can likely match neocloud-level GPU pricing and performance, but Pat argues the company's record outside advertising makes enterprise-grade services a much harder sell. He expects the offering to function as tactical overflow capacity for labs needing compute, with a shelf life tied to demand rather than a durable AWS rival. (The Decode) The Flip: Has Enterprise AI Value Already Left the Model Layer? Daniel argues that Microsoft and AWS writing nine- and ten-figure checks for forward-deployed engineering in the same week, alongside an essay from Microsoft's Satya Nadella declaring models replaceable, confirms that implementation talent now captures value model providers used to keep. Pat counters that today's models remain far from AGI, and that once frontier labs get there they will spin off cheap narrow models fast enough to keep pricing power on their side. SpaceX Joins the Nasdaq 100 Within Weeks of Its IPO: SpaceX entered the index just 15 days after going public, the fastest addition on record, which Pat says will pull in passive buying regardless of the underlying valuation. Both hosts flag the speed itself as a signal of broader market froth. SK Hynix and Samsung Signal Memory's Return to the Center of the AI Trade: SK Hynix is pursuing a $28 billion US listing that could value the company near a trillion dollars, timed just ahead of Samsung earnings both hosts expect to show a sharp profit jump. Daniel ties the moves directly to NVIDIA's memory demand, and Pat notes most investors had barely heard of SK Hynix before this year. NVIDIA and Microsoft Split Paths in the Magnificent Seven: NVIDIA gained 7% for the half while Microsoft shed 23%, a divergence Pat ties to Microsoft's exposure to OpenAI's fading momentum and its perception as a bundled SaaS play rather than a leading infrastructure provider. Daniel calls the selloff overdone and floats it as a generational buying opportunity. NVIDIA's Roadmap Rebuttal Tests the Limits of Corporate Denial: NVIDIA issued a statement calling its roadmap intact after a SemiAnalysis report raised delay concerns tied to its Kyber rack architecture, and Pat reads the denial as legally meaningful given the liability regulated companies take on when refuting analyst claims. Both hosts land on the same read, that first customer shipment may hold while full volume ramp slips. Palo Alto Networks and CrowdStrike Undercut the SaaSpocalypse Narrative: CrowdStrike climbed 95% and Palo Alto Networks gained 113% from April to June, each posting record quarters that Daniel says quiet the theory that frontier models would simply replace dedicated cyber tools. Pat adds that security was always the wrong category for that narrative, since it ranks among AI's biggest risks rather than one of its casual replacement targets. New episodes of the Six Five Pod land every week. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode The American AI Champions Doctrine Comes Into Focus — OpenAI 5% Gov Stake, GPT-5.6 Gated to 20 Orgs, and MGX Closes $49B https://www.cnbc.com/2026/07/02/openai-proposes-us-government-own-5percent-stake-to-address-political-blowback.html Anthropic's Super-Week — Mythos + Fable Restored (with California in Tow), and Alibaba Fires Back https://www.axios.com/2026/06/27/commerce-anthropic-mythos-restrictions-lift Palantir–NVIDIA Sovereign AI Alliance — Karp Attacks Token Pricing, Stock +8–9% https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models/ The Embedded AI Engineering Arms Race — AWS $1B FDE Meets Microsoft Frontier Company ($2.5B) https://www.reuters.com/business/retail-consumer/amazons-aws-commits-1-billion-toward-new-unit-embedded-ai-engineers-2026-06-30/ Pat's Anthropic Forbes' Article https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/ Meta Compute — The World's Biggest AI Capex Spender Becomes a Cloud Provider https://www.cnbc.com/2026/07/01/metas-plan-to-launch-a-cloud-business-eases-the-biggest-overhang-on-the-stock.html  The Flip: Enterprise AI value has shifted from model providers to implementation partners — the buyer's next big check is for who builds it, not who trained it. FOR: The AI stack has commoditized fast enough that integration is the new moat. https://www.reuters.com/business/retail-consumer/microsoft-launches-firm-help-companies-adopt-ai-with-25-billion-2026-07-02/ AGAINST: Frontier-model access is still the scarcity, and enterprise IP is the real moat. https://www.cnn.com/2026/06/26/tech/anthropic-mythos-release Bulls & Bears SpaceX Joins the Nasdaq-100 Effective July 7 — First-Ever Pre-IPO-Type Index Add of Its Kind https://finance.yahoo.com/markets/stocks/articles/spacex-joins-nasdaq-100-july-133000124.html SK Hynix Launches ~$28B Nasdaq ADR Listing Today — Potentially the Biggest-Ever First-Time Sale by a Foreign Company https://www.bloomberg.com/news/articles/2026-07-05/sk-hynix-seeks-access-to-ai-investors-in-29-billion-us-listing H1 Mag-7 Divergence — NVDA +7.3% While MSFT Shed 22.9% Over the Same Six Months https://finance.yahoo.com/markets/article/tech-stocks-post-best-6-months-since-2023--even-with-much-of-the-magnificent-7-in-the-penalty-box-chart-of-the-day-100000120.html Palo Alto Networks and CrowdStrike Log Best Cyber Quarters Ever — +113% and +95% Between April and June https://www.cnbc.com/2026/06/30/palo-alto-crowdstrike-stock-ai-mythos.html Enterprises Need To Be Careful Before They Go All-In On Anthropic https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/  

SmarTrak.ai Turns Cisco Data Into Partner Growth, Podcast Cisco 360, AI, refresh cycles, and multivendor migration are creating new openings — and SmarTrak.ai says partners have a timely opportunity to grow more strategically. “We help them manage their practice, grow their practice, and increase their profitability around it,” says Ted Lee of SmarTrak.ai. In this Technology Reseller News podcast, recorded following Cisco Live, Doug Green speaks with Ted Lee of SmarTrak.ai about the company's expanding role in helping Cisco partners turn Cisco data into actionable business intelligence. Lee describes SmarTrak.ai as a platform built to help Cisco partners manage their Cisco practice by ingesting data from Cisco APIs and other sources. The goal, he says, is to give partners better visibility into customer environments, including hardware assets, software, services, service contracts, subscriptions and enterprise agreements. For end customers, SmarTrak.ai provides visibility into Cisco infrastructure and spending, helping organizations optimize their environments while giving partners a more strategic way to support long-term customer retention. The discussion focuses heavily on Cisco 360, one of the major themes at Cisco Live. Lee says SmarTrak.ai announced a Cisco 360 module designed to help partners understand how they can perform under the program, identify opportunities to improve their scores, and increase profitability with Cisco. “We announced at Cisco Live that we had a 360 module that we are releasing that gives predictability into how they can perform, how to optimize it,” Lee says. “Since we have their entire estate with every one of their customers globally, we can then give them opportunities with which they can raise their scores in order to increase their profitability with Cisco.” Lee also points to a larger market moment for Cisco partners. With major refresh cycles, end-of-life events, new AI-enabled products and changing customer infrastructure requirements, partners have an opportunity to move from reactive selling to more strategic planning. SmarTrak.ai is also putting that intelligence directly into the hands of sales teams. The company announced a mobile application designed for sellers and solutions engineers who are meeting customers in the field, giving them access to forward-looking intelligence around sustainability swaps, end-of-life replacements, AI replacement SKUs and other Cisco-driven opportunities. “Sales reps are not sitting at their desks,” Lee says. “These partners are out with their customers, and we are putting this wealth of intelligence in the hands of their sales reps and their solutions engineers.” The podcast also covers SmarTrak.ai's multivendor migration capabilities. Lee notes that customer environments are rarely Cisco-only. Partners often encounter Juniper, Palo Alto Networks, Fortinet, Aruba, Ruckus, HPE and other installed platforms. SmarTrak.ai's migration platform allows partners to ingest those install bases and build forward-looking roadmaps for when it may make sense to replace other platforms with modern Cisco solutions. Lee says the platform can help customers budget, help partners quote more effectively, and help move opportunities toward higher-level Cisco buying programs such as enterprise agreements. The conversation also touches on audit readiness. Lee says SmarTrak.ai has helped partners pass CX Expert and advanced audits by providing the visibility and health scoring needed to support certifications, partner status, rebates and incentives. “We are a full Cisco practice engine to help them take advantage of the wealth of data and opportunity in front of them and turn it into revenue and profitability with the end customers,” Lee says. AI is also part of the SmarTrak.ai story. Lee says the company was founded in early 2023, as large language models were becoming more widely accessible, and recognized an opportunity to use AI against Cisco's large data universe. SmarTrak.ai is SOC 2 Type II and is pursuing ISO 27001 certification, Lee says, emphasizing that the company is “security first” while using AI to help partners analyze data faster and identify new sales opportunities. Lee describes the result as “agentic lifecycle intelligence,” enabling partners to generate forward-looking Cisco practice plans, budgets, replacement strategies, enterprise agreement eligibility, and takeover opportunities across large customer bases. “One of our customers has nearly 10,000 Cisco customers,” Lee says. “They can view any customer in the world with a few clicks of their mouse, and they can create a five-year forward-looking internal or external Cisco practice plan.” The podcast offers a look at how SmarTrak.ai is positioning itself as a Cisco partner growth platform: helping partners make Cisco data more usable, make customer conversations more strategic, prepare for Cisco 360, manage refresh cycles, and turn infrastructure intelligence into recurring revenue opportunities. Learn more at smartrak.ai.

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NYSE: RBRK) is one of the smaller names in the cybersecurity sector, operating in the data storage and backup security niche — a category distinct from network security players like Palo Alto Networks and Fortinet, or endpoint security leaders like CrowdStrike. In this excerpt from our Semiconductor Insider Live session, Nick and Kasey Rossolillo break down why Rubrik has lagged the broader cybersecurity recovery even as subscription ARR growth stays above 30% and reported revenue grows nearly 40% year-over-year.We dig into the free cash flow story to explain why it has stalled sequentially even as it grows year-over-year. We also explore what that margin compression means for a smaller, AI-infrastructure-dependent company, and how Rubrik's balance sheet ($1.7B cash vs. $1.1B long-term debt) holds up. Finally, we run a reverse discounted cash flow (DCF) analysis to see what growth assumptions are baked into the current stock price and discuss how small and mid-cap software stocks fit into a diversified, long-term portfolio strategy.This is educational content for self-directed investors evaluating semiconductor-adjacent software and cybersecurity plays in 2026.Join Semi Insider: Get access to CSI's research platform, tools, and deeper research as it happens at chipstockinvestor.comSpecial Discount: Get 15% off your membership with our special link: fiscal.ai/csiRelated Episode: We called this back in June — Listen/Watch hereIf you found this episode useful, please make sure to follow the podcast and leave us a rating! Let us know in the Spotify Q&A below: Do you think Rubrik's margin compression is temporary, or a longer-term concern?Content in this podcast 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 Rubrik.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über stark steigende Tech-Kurse, kriselnde Telekoms und Aufspaltungstendenzen bei Comcast. Außerdem geht es um Amazon, Alphabet, Meta Platforms, AMD, Arm Holdings, Broadcom, Intel, Marvell Technology, Seagate Technology, Western Digital, ASML, Applied Materials, KLA, Lam Research, Caterpillar, GE Vernova, Quanta Services, Samsung Electronics, SK Hynix, Micron Technology, Comcast, Charter Communications, Heidelberg Materials, JPMorgan Chase, Deutsche Telekom, AT&T, Verizon Communications, T-Mobile US, American Tower, Crown Castle, SBA Communications, SpaceX, Nike, VanEck Defense ETF (WKN: A3D9M1), WisdomTree Europe Defence ETF (WKN: A40Y9K), Rheinmetall, AeroVironment, BAE Systems, Thales, Lockheed Martin, RTX, Kratos Defense & Security Solutions, Red Cat Holdings, Planet Labs, Palantir Technologies, MDA Space, Invesco Defence Innovation ETF (WKN: A40J95), HANetf Future of Defence ETF (WKN: A3EB9T), Palo Alto Networks, CrowdStrike, Safran, Curtiss-Wright, Leonardo, Elbit Systems, Hanwha Aerospace, Saab, Singapore Technologies Engineering, Kongsberg Gruppen, Leidos, Global X Defence Tech ETF (WKN: A40E7A), General Dynamics, Northrop Grumman, L3Harris Technologies, Amundi STOXX Europe Defense UCITS ETF (WKN: ETF264), Rolls-Royce Holdings, Airbus, Dassault Aviation, Hensoldt, RENK Group, Babcock International, QinetiQ, Chemring Group, HanETF Indo-Pacific Defence ETF (WKN: A419AU), Bharat Electronics, Hindustan Aeronautics, Hyundai Rotem, Korea Aerospace Industries, LIG Nex1, Mitsubishi Heavy Industries, DroneShield, Electro Optic Systems, Rocket Lab, Iridium Communications. 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

Machine identities now outnumber human identities in the enterprise 109 to 1 — and most of them are running without the governance controls you’d never skip for a human employee. Service accounts, API keys, tokens, workload credentials, and a fast-growing population of autonomous AI agents: all of them need access, all of them can be... Read more »

Machine identities now outnumber human identities in the enterprise 109 to 1 — and most of them are running without the governance controls you’d never skip for a human employee. Service accounts, API keys, tokens, workload credentials, and a fast-growing population of autonomous AI agents: all of them need access, all of them can be... Read more »

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225BN with more than 21,000 employees globally. Previously, Nikesh was President and COO of SoftBank, where he worked alongside Masayoshi Son and helped shape the firm's technology investment strategy.  AGENDA: 00:00 Why AI Token Prices Will Fall 90% — And Why That's Bullish for AI 07:40 The Frontier Model Problem: Breadth vs Depth in AI 11:30 Most Enterprises Are Using AI Completely Wrong 13:10 Why AI Could Cut Marketing, HR & Finance Teams in Half 16:00 AI Applications Will Have Opinions — SaaS Never Did 20:00 OpenAI, Anthropic & The Most Important Valuation Question in Tech 24:00 The Real Business Model of AI: Transaction Revenue Beats Advertising 25:10 Why Token Prices Must Collapse 28:20 Where Value Actually Accrues in AI: Models, Memory or Apps? 29:00 Why Memory Becomes the Biggest Moat in AI 32:00 Why Every Enterprise Should Be Scared Right Now 33:15 Should Governments Regulate Frontier AI Models? 37:10 Why Brian Armstrong's AI-First Playbook Doesn't Work Everywhere 40:00 The Biggest AI Mistake CEOs Are Making Today 42:00 How Nikesh Creates Darwinian Competition Inside Palo Alto 43:00 Do AI Companies Really Need Forward-Deployed Engineers? 45:00 Why Enterprise AI Products Still Aren't Ready 52:00 Systems of Record vs Systems of Intelligence: The Future of Software 54:00 Why AI Applications Will Replace Traditional SaaS Workflows 58:00 What Nikesh Learned From Google That Still Matters Today 1:04:00 From $200 and Two Suitcases to Running a $225B Company 1:10:00 Happiness, Gratitude and Why Tomorrow Matters More Than Ten Years From Now    

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

On this week's show special guest co-host Chris Wade, the founder of Corellium turned Cellebrite CTO, joins Patrick Gray and James Wilson to discuss the week's cybersecurity news. They cover: Microsoft has repos owned, GitHub tokens popped, and a new 0day dropped on them Meanwhile, researchers are choosing full disclosure instead of engaging MSRC Meta's AI support agent allowed a staggering 20,000 accounts to be stolen! Apple pulls Russia's MAX messenger from the App Store and disables notifications Anthropic gives the public our first Mythos-class model but it won't do cybersecurity work Stripe and Google Tag Manager used in eCommerce website hack campaign And much, much more! This week's show is brought to you by runZero. HD Moore, runZeros' founder, drops by in this week's sponsor interview to talk about the AI vibe shift. Everyone is very worried about getting owned all of a sudden, and it's really changing the cybersecurity business. This episode is also available on YouTube. Show notes Microsoft Hacked to Deliver Malware to Claude and Gemini Users | 404.feed.press Researcher publishes GitHub token-stealing exploit, blames Microsoft's disclosure process | therecord.media Microsoft Defender 'RoguePlanet' zero-day grants SYSTEM privileges | BleepingComputer Microsoft breaks Patch Tuesday record with 206 vulnerabilities | CyberScoop chompie1337 | X WhatsApp says NSO targeted users with spearfishing attacks in violation of court order | therecord.media Over 20,000 Instagram accounts stolen in Meta AI support hack | BleepingComputer New Apple feature automatically changes your compromised passwords | BleepingComputer Apple removes Russia's state-backed messaging app Max from its store | therecord.media Exclusive: Anthropic's Mythos can exploit new flaws in hours | Anthropic's new model is Mythos on a leash | CyberScoop Anthropic Offers Mythos Upgrade for Cyber Partners and a ‘Safe' Version for the Rest of You | wired.com OpenClaw AI agent found falling for phishing attacks, spills user data | BleepingComputer OpenAI unveils Lockdown Mode to protect sensitive data from prompt injection attacks | TechCrunch Security Hands on with Intelligent Terminal, an AI-powered Windows Terminal | BleepingComputer Seeking Counsel: Ongoing Targeted Campaign Against US Law Firms | Mandiant Check Point warns of zero-day flaw targeted by ransomware affiliate | Cybersecurity Dive ServiceNow discloses security incident exposing customer data | BleepingComputer Credit card theft campaign abuses Stripe to host stolen payment info | BleepingComputer CrowdStrike, Palo Alto Networks defy estimates as AI fuels cyber demand | Cybersecurity Dive The U.S. Military Quietly Turned GPS Into a Global ‘Numbers Station,' Evidence Suggests | 404.feed.press New 'HTTP/2 Bomb' DoS attack crashes web servers in under a minute | BleepingComputer Google has quietly cut staff across its Cloud business | businessinsider.com

Carl Quintanilla, Jim Cramer and David Faber discussed new developments regarding SpaceX's massive IPO: Leslie Picker said a source is telling her that Elon Musk's company is looking to price its offering at $135/share and raise $75 billion, aiming for a valuation of $1.75 trillion. With stocks entering the day at record highs, the anchors reacted to comments Goldman Sachs CEO David Solomon made to Picker at the Economic Club of New York about the AI boom and the markets: "There's more greed than there is fear." Also in focus: Private credit-related stocks under pressure in reaction to fund redemption stories, drama at Paramount as CBS News ousts "60 Minutes" correspondent Scott Pelley, Palo Alto Networks' wild ride on earnings. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

LEARN MORE about NDX: ⁠https://www.nasdaq.com/nasdaq-100-options-xnd-ndx?utm_medium=Podcast&utm_source=RiskReversal⁠ SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Guy Adami and Dan Nathan hit a major milestone and don't hold back on what the market is really telling you beneath the surface. The Nasdaq is up 35% since March. Q1 earnings beat rates are near historic highs. Consumer sentiment is holding. So why do Mastercard, Visa, and American Express look like they're quietly falling apart? And why is the VIX on the Nasdaq flashing a warning that most investors aren't paying attention to? Guy and Dan break it all down — from the concentration risk hiding inside the indices, to crude oil's technical setup, to what the Cisco/fiber parallel from 1999 might mean for Nvidia and the AI trade today. Topics covered: Mastercard, Visa & AmEx: what the payment processors are signaling about the consumer Nasdaq 100 concentration: 15 names carrying the whole index VIX vs. VIX-N: the divergence Kevin Davitt says you need to watch Broadcom earnings preview: a $2.3 trillion company with 670% expected EPS growth — is it already priced in? Palo Alto Networks: best in class, but has it overshot? Software stocks: the bounce, the fade, and what comes next Oil and energy: why Valero is at all-time highs while crude is well off its peak The Cisco-to-Nvidia comparison — and why it's eerily familiar -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Quantum Xchange's Eddy Zervigon and Datavault AI's (DVLT) Nathaniel Bradley discuss Palo Alto Networks' (PANW) post-earnings dip despite beating earnings. Eddy says the numbers were impressive and expects agentic AI's threat to tech a tailwind for the company. Nathaniel backs Eddy's point by saying less skilled hackers can issue cyberattacks, adding to the need for cybersecurity firms. He also says CrowdStrike (CRWD) is their only rival in the approach of comprehensive platforms. ======== 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

Markets are facing a conundrum of overbought technicals, says Tom White when analyzing the price action on Wall Street. He urges caution for traders in the short term. That's not stopping earnings from muscling strength, seen in Palo Alto Networks' (PANW) beat despite a pullback in shares. Tom also notes GitLab's (GTLB) earnings beat and announcement of job cuts. Macy's (M) posts a strong quarter that adds confidence in the retail sector. ======== 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

Bitcoin hitting its lowest level in two months as the crypto trade continues to tumble. How the sell-off is impacting crypto proxies like Strategy, Coinbase, and Robinhood… and the latest vehicles giving investors more options to trade. Plus, Palo Alto Networks reports results, China tech stocks look to rebound, and the latest read on commercial real estate; where an industry expert still sees opportunity in the space. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors digest cybersecurity earnings, AI developments and shifting risk appetite. Mandy Xu of Cboe explains how options traders are positioning and where speculative activity is building. Palo Alto Networks headlines earnings. Saket Kalia of Barclays breaks down the results and what they signal for cybersecurity spending, enterprise demand and the broader software landscape. Ulta and GitLab add fresh reads on the consumer and technology spending. A major conversation on AI in healthcare: our Kate Rooney sits down with Microsoft AI CEO Mustafa Suleyman and Mayo Clinic CEO Dr. Gianrico Farrugia to discuss how artificial intelligence is transforming medicine, research and patient care. Sunhaina Sinha of Raymond James discusses the capital raising environment and whether funding conditions are improving for companies and investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech led a narrow rally to new record highs to start the week, and investors now wait for earnings from Palo Alto Networks today and Broadcom tomorrow. Job openings data also loom. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please seeschwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0130-0626) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft's dispute with a former security researcher takes a dramatic turn as the company raises the possibility of criminal action over the publication of proof-of-concept code for unpatched zero-day vulnerabilities. David Shipley examines the escalating conflict between Microsoft and "Nightmare Eclipse," the criticism from prominent security researchers including Kevin Beaumont and Katie Moussouris, and what the controversy could mean for the future of vulnerability disclosure. Cybersecurity Today would like to thank Material Security for sponsoring this podcast. Material Security provides faster, more complete detection and response for email, identity, and data threats inside Google Workspace and Microsoft 365. You can contact them at material[dot]security. The episode also explores a new category of insider risk after U.S. prosecutors charged Google security engineer Michael Spagnuolo with allegedly using confidential Google search trend data to earn more than $1.2 million on the prediction market Polymarket. The case highlights how prediction markets may create unexpected incentives around non-financial corporate information. Also covered: active exploitation of Palo Alto Networks' GlobalProtect VPN authentication bypass vulnerability CVE-2026-0257, now added to CISA's Known Exploited Vulnerabilities (KEV) catalogue, and a malware campaign that abuses legitimate ChatGPT sharing pages and Google Ads to trick users into downloading malicious software. Researchers also report similar abuse of Anthropic's Claude Artifacts feature. Chapters 00:00 Top Headlines Rundown 00:26 Microsoft vs Zero-Day Researcher 01:28 Responsible Disclosure Fallout 03:32 Why This Dispute Matters 04:32 Polymarket Insider Trading Case 06:07 Prediction Markets Create New Insider Risks 06:55 Palo Alto VPN Authentication Bypass 08:25 ChatGPT Pages Used to Deliver Malware 09:51 Wrap Up and Sign Off Cybersecurity Today is Canada's leading daily cybersecurity news podcast, covering ransomware, vulnerabilities, nation-state threats, cybercrime, security research, privacy, and critical infrastructure security. #Cybersecurity #Microsoft #PaloAltoNetworks #ChatGPT #OpenAI #Google #Polymarket #ThreatIntelligence #InfoSec #CyberSecurityToday

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcEverybody's been talking about AI replacing software companies.Meanwhile, software stocks have been quietly ripping higher.And that's exactly what we're diving into today.A few weeks ago, names like ServiceNow looked completely broken. People were dumping software stocks left and right, convinced AI was about to make them irrelevant. Then something changed. The selling stopped. The buyers stepped in. And suddenly some of these stocks started exploding higher.In this video, we're looking at the software sector comeback, where the biggest opportunities may still be hiding, and why money is rotating back into tech right now. We also break down fresh OVTLYR buy and sell signals on stocks like ServiceNow, SAP, Atlassian, Palantir, Super Micro Computer, IonQ, NVIDIA, Micron, Palo Alto Networks, Fortinet, HP, Intel, and more.✅ Why software stocks are suddenly leading the market✅ The buy signals showing up across tech✅ Stocks that may be getting too crowded✅ Key resistance levels traders should watch✅ Where the best risk-to-reward setups may be formingThe biggest money isn't made chasing headlines.It's made by spotting trends before everybody else notices them.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

All links and images can be found on CISO Series We know human-paced security controls can't be applied to autonomous AI agents. So what needs to change with CNAPP and cloud security? Check out this post for the discussion that is the basis of our conversation on this week's episode co-hosted by David Spark, the producer of CISO Series, and Steve Zalewski. Joining us is our sponsored guest, Dan Benjamin, vp product - data, identity, and AI security, Palo Alto Networks. In this episode: The detection ceiling A category gap, not a feature gap Resilience by design An insider threat with no face A huge thanks to our sponsor, Palo Alto Networks Cortex Cloud unifies code, cloud, and SOC on a single data, risk, and control plane — giving teams the context, workflows, and agentic intelligence to turn risk into resolution. Native AI agents investigate and act within enterprise guardrails, delivering real-time protection from workload to network edge. Cloud security that outpaces machine-speed threats. Visit Palo Alto Networks and search cortex cloud.  

This week, between the president's negotiations in China and a potential executive order, we discuss why the Trump administration seems to be changing its tune on A.I. safety. Then, Nikesh Arora, chief executive of Palo Alto Networks, the largest cybersecurity company in the world, gives us a firsthand account of where we stand in the race to secure the internet. And finally, we run through some of the wildest headlines of the week in a round of Hot Mess Express. Guest: Nikesh Arora, chief executive and chairman of Palo Alto Networks. Additional Reading: White House Considers Vetting A.I. Models Before They Are Released Chief Executives to Accompany Trump to China Is Anthropic's New A.I. Really That Scary? It Depends Whom You Ask. Venmo Finally Takes Privacy Seriously Amazon Staff Use A.I. Tool for Unnecessary Tasks to Inflate Usage Scores Graduates Boo Commencement Speech About A.I. Dua Lipa Files $15 Million Suit Against Samsung for Using Her Face to Sell TVs EBay Rejects GameStop's $55 Billion Takeover Bid Shein, Temu Trade Blows as UK Trial Spotlights Supply Chains People Are Seriously Pissed That Grindr Outed Them With Its Latest Madonna Advert Sam Altman Testifies That Elon Musk Wanted Control of OpenAI We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Mastercard survey reveals that 46% of small and medium businesses have experienced a cyberattack, and nearly 20% of those that suffered an attack were then forced to file for bankruptcy or close their business. Ethan and Drew along with guest Shivam Srivastava discuss a new offering from today's sponsor, Palo Alto Networks: Prisma Browser... Read more »

Brace for an AI-driven patch surge. Google fixes a critical Android flaw. Trellix confirms a source code breach. Apache Software Foundation ships urgent fixes. Data tied to Liberty Mutual leaks. CloudZ evolves to steal OTPs. Ouroboros persistence raises the stakes. A vishing suspect faces U.S. charges. Our guest is Markus Rauschecker, Executive Director for the University of Maryland Center for Cyber, Health and Hazard Strategies (CHHS), on the importance of the non-technical aspects of good cybersecurity preparedness and response. Our Threat Vector segment focuses on incident response. If you think UK age verification is working, I mustache you a question. 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. Industry Voices Markus Rauschecker, Executive Director for the University of Maryland Center for Cyber, Health and Hazard Strategies (CHHS), discussing the importance of the non-technical aspects of good cybersecurity preparedness and response. If you enjoyed this conversation check out the full interview here. Threat Vector Segment On this segment of Threat Vector by Palo Alto Networks, host David Moulton speaks with guest Steve Elovitz. In this conversation, Steve reflects on what two decades of incident response actually teaches you about the people on the other side of a breach. You can listen to the full conversation here, and catch new episodes of Threat Vector every Thursday on your favorite podcast app. Selected Reading NCSC Warns of an AI-Fuelled “Vulnerability Patch Wave” (Infosecurity Magazine) AI Adoption Outpaces Safety Policies, Leaving Organizations Exposed (Infosecurity Magazine) Critical Remote Code Execution Vulnerability Patched in Android (SecurityWeek) Trellix Reveals Unauthorized Access to Source Code (Infosecurity Magazine) Critical, High-Severity Vulnerabilities Patched in Apache MINA, HTTP Server (SecurityWeek) Everest Group Begins Leaking Alleged Liberty Mutual Data (GovInfo Security) CloudZ malware abuses Microsoft Phone Link to steal SMS and OTPs (Bleeping Computer) dMSA Ouroboros: Self-Sustaining Credential Extraction in Windows Server 2025 (Huntress) Western District of North Carolina | Romanian National Appears in Federal Court Following Extradition from Romania on Bank Fraud Charges Stemming From “Vishing” Scheme (United States Department of Justice) Kids can bypass some age checks with a drawn-on mustache (The Register) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. 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