Podcasts about Palo Alto Networks

Howard Ting, CEO of Opal Security, joins Jeff Steadman for a Sponsor Spotlight covering identity governance for both human and non-human identities. Howard traces his path through RSA Security, Microsoft, Palo Alto Networks, Nutanix, and Cyberhaven before returning to identity to lead Opal. The conversation covers why disabling a departing employee's account rarely ends their access, the orphaned tokens, service accounts, and agents left behind, and why visibility has to come before ownership and risk analysis. Howard and Jeff dig into agent intent and authority: whether an agent can declare its own intent, why permissions should stay a subset of what its human creator holds, and how narrowly scoped, single-task agents make governance easier. They also cover how Opal matches AI decision capacity to a growing volume of access requests, including how the company's Paladin AI supports approvers and campaign creators today. The episode closes with Opal's announcement of a unified platform for governing human, non-human, and agent identities together, extending Paladin's decisioning to agents and introducing Policy Insights to help security teams balance friction against risk. Howard shares his view that identity has to shift from an episodic, event-driven practice to a continuous one, along with a lighthearted detour into 90s video games.Connect with Howard: https://www.linkedin.com/in/howardting/Learn more about Opal Security: https://www.opal.dev/Connect with us on LinkedIn:Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/Visit the show on the web at idacpodcast.com00:10 Intro and welcome01:01 Howard's identity origin story: RSA, Microsoft, Kim Cameron02:48 What Opal does: unified control plane for human and non-human identities04:16 The opal.dev domain and how Opal got its name06:42 Termination and lifecycle: why access doesn't fully go away09:33 Session management and orphaned accounts13:57 Visibility as the first step in identity governance17:31 Can an agent declare its own intent?20:29 Authority: should an agent ever exceed its creator's permissions?22:12 Inside Opal: Risk Center and Policy Insights25:41 How Opal connects to systems and collects usage data27:30 Cross-application segregation of duties29:06 Zero standing privilege and AI managing AI32:12 Building trust in AI-driven access decisions39:00 Announcing Opal's unified platform for agents and non-human identities44:18 Explainability and traceability in Paladin's decisions48:54 Tuning risk tolerance and autonomy in Paladin51:20 Proving value: demos, POCs, and industry skepticism57:47 The shift from episodic to continuous identity59:50 Lightning round: favorite 90s video gamesIDAC, Identity at the Center, Jeff Steadman, Jim McDonald, Howard Ting, Opal Security, Sponsor Spotlight, identity governance administration, IGA, non-human identity, NHI, agent identity, agentic AI, access governance, least privilege, just-in-time access, JIT, zero standing privilege, Paladin, Risk Center, Policy Insights, segregation of duties, SOD, RSA Security, Microsoft, Kim Cameron, Palo Alto Networks, Nutanix, Cyberhaven, continuous identity, identity lifecycle management, orphaned accounts, service accounts, API keys, intent-based access control

Could the next big AI trade be protecting us from AI itself? Michelle Martin looks at the surge in CrowdStrike and Palo Alto Networks as cybersecurity stocks emerge as beneficiaries of growing fears over increasingly powerful AI. Then, JPMorgan makes a bullish call on IREN as the former Bitcoin miner reinvents itself as an AI data-centre player. Plus, what oil above US$100 and rising bond yields mean ahead of the Fed; why ByteDance and a US tungsten producer are up; Bank of America slides; and could S-REITs finally offer investors an “oasis of calm”? And in the Last Word: BTS agency BigHit Music is coming to Singapore in search of its next male K-pop star.See omnystudio.com/listener for privacy information.

President Trump dismissed AI-safety warnings as a "hoax" on a live call with Jensen Huang, a Google DeepMind researcher resigned warning AI "could kill us all," cybersecurity stocks led the S&P 500, and Apple rolled out iOS 27. Jensen Huang took a surprise call from Trump onstage at the All-In Summit on Monday in Los Angeles, where the two agreed that AI safety worries are overblown (The New York Times) Bloomberg quotes Trump calling AI-safety fears a "SICK conspiracy" benefiting only China, and dismissing warnings that AI could destroy humanity as a "HOAX" that his administration won't let stop development (Bloomberg) MS NOW reports Trump met privately with Sam Altman backstage at the Republican midterm convention days after ex-researcher Jacob Coxon's public warning, as Altman posted that no competitive pressure justifies letting AI capabilities outrun alignment (MS NOW) Google DeepMind AI Safety and Alignment researcher Bilal Chughtai publicly resigns, saying "I earnestly believe that AI has the potential to kill us all" (Bloomberg) Cybersecurity stocks were the top performers in the S&P 500 on Monday amid escalating AI fears; CrowdStrike rose 14%, Palo Alto Networks 13%, and Fortinet 9% (Morningstar) Microsoft rolls out emergency fix for critical issues caused by its September Patch Tuesday update, which addressed ~1,000 vulnerabilities but introduced bugs (The Verge) The Verge reports iOS 27 rolls out today with Siri AI as its headline feature, live in English-only beta with more languages coming in October, alongside a new Liquid Glass opacity slider and refreshed watchOS 27 Workout Buddy tools (The Verge) Apple says iCloud+ now includes Apple TV and Arcade for no extra fee in 100+ countries, and Apple Music Select, offering ad-free radio stations, in some markets (9to5Mac) 9to5Mac details iOS 27's new parental control suite, including a simplified Child Account setup, an Ask to Browse feature for requesting blocked sites, and a redesigned Screen Time with faster cross-device syncing and weekly usage summaries (9to5Mac) OpenAI researcher: top models are becoming so situationally aware humans "are losing the ability to evaluate them" while humans rely more on AI to lead research (X) Subscribe to the ad-free feed.

A year ago, Palo Alto Networks built dashboards to track AI spend. Today those dashboards are useless, and the team that built them thinks that's the whole story.Recorded at FinOps X in San Diego, this conversation brings together Abhinav Lad, who leads cloud and AI finance at Palo Alto Networks, and Kuntal Patel, who runs the cloud engineering function behind it. They explain what happened when agents entered the picture, and AI stopped behaving like a service anyone could forecast.The short version: consumption went from linear to exponential almost overnight. Agents are goal-oriented rather than task-oriented, so they plan, call tools, verify, fail, retry, and keep looping until they hit the outcome, and every iteration is billable. So how do you run finance on top of that? Abhinav and Kuntal walk through the metrics that replaced their old forecasts: adoption rate, cost per user, AI as a percentage of revenue - and the budget limits that let engineering leaders choose between the newest model and a longer runway. They get into the open question of whether a cheaper model saves money or just burns more tokens thinking. They explain why an AI gateway became the control plane for cost and security at the same time, why retry caps belong in the design phase instead of the postmortem, and how FinOps starts to resemble product QA once the bill becomes the clearest signal that something is broken.They close on a warning worth sitting with: cost per million tokens is a number that means almost nothing on its own, and a value story built on it will point you somewhere you don't want to go.Palo Alto Networks: https://www.paloaltonetworks.comAbhinav Lad: https://www.linkedin.com/in/abhinav-ladKuntal Patel: https://www.linkedin.com/in/kuntalpatel35Alex Salkever: https://www.linkedin.com/in/alexsalkeverTimestamps:[0:00] Intro[1:00] Who runs FinOps for AI at Palo Alto Networks[2:10] Last year's AI dashboards are already useless[4:26] Agents turned linear forecasts exponential[7:27] Three traits that make agents expensive[8:34] The hidden bill: RAG, vectors and egress[9:16] Cost per user and adoption rate[11:21] Giving engineering leaders a budget[12:07] Using DORA metrics to prove value[13:53] Where DORA stops fitting AI[16:20] Does the cheaper model actually save money[17:57] Why you need an AI gateway[20:05] Inside Prisma AIRS[21:00] Three cost models for three use cases[22:52] Forecasting lessons from Electronic Arts[24:03] Runaway agents and endless loops[25:59] Capping retries before they burn cash[28:06] Writing cost policy at design time[29:01] When FinOps becomes product QA[32:17] Explaining AI spend to the C-suite[34:51] Valuing AI beyond engineering[37:04] Crawl, walk, run: where they are today[38:20] Why cost per million tokens is meaningless[39:26] Closing thoughts

Podcast: Hack the Plant (LS 35 · TOP 3% what is this?)Episode: From DC to Sacramento: Building Resilient Critical Infrastructure and OT WorkforcesPub date: 2026-09-09Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWelcome to season 6 of Hack the Plant! In this premiere episode, our host Bryson Bort is joined by three special guests: Institute for Security and Technology Exec in Residence and UnDisruptable27 leader Josh Corman, Clutch CEO James Regan, and Palo Alto Networks Head of OT Threat Research Adam Robbie. First, Josh and Bryson recap the biggest moments from Critical Effect DC ‘26 this summer—from CISA Acting Director Nick Anderson's keynote to policy experiments like the Cyber Policy Shark Tank. Then, James offers a preview of Critical Effect CA, where the OT/ICS workforce will gather in Sacramento to confront cyber threats. Finally, Adam presents the Intelligence-Driven Active Defense Report 2026, a joint effort by Palo Alto Networks, Siemens, and the Idaho National Laboratory to analyze global telemetry from over 61,000 firewalls.“Securing critical infrastructure is not one person's job. You bring multiple people, multiple teams with different expertise to come together,” Adam said.Join us for this and more on this episode of Hack the Plan[e]t.The views and opinions expressed in this podcast represent those of the speaker(s) and do not necessarily represent the views and opinions of their employers.Hack the Plant is brought to you by ICS Village and the Institute for Security and Technology. The podcast and artwork embedded on this page are from Bryson Bort, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

LA Metro, the transit system that moves nearly 10 million people in Los Angeles, just appeared on a ransomware gang's extortion site. A dark-web service is selling 153 million scanned driver's licenses. And security researchers watched AI break into a company and steal the master keys in under 10 hours. Three stories, one uncomfortable pattern. *Cybercrime is now an industry, and speed is the whole game.* Bryan Hornung, Randy Bryan, and Reginald Andre break down this week's stories for executives, owners, and operators who can't follow every cyber headline but can't afford to be blindsided. First up: LA Metro. A fast-growing ransomware crew called The Gentlemen posted the country's second-busiest transit system to its leak site, claiming it stole internal data. Here's what most coverage skips: this is a claim on a leak site, not a confirmed breach. There's no ransom demand and no statement from the agency. Bryan explains how to read a scary headline without confusing an allegation for a fact. These crews choose targets based on how much disruption they can cause, and public infrastructure is squarely in their sights. If your business creates real-world chaos when it goes down, you fit the profile. Then Randy tackles the story that should worry every business that scans an ID. A service called Nexus appeared offering searchable access to more than 153 million driver's licenses from the US and Canada. Investigative reporter Brian Krebs traced the data to an identity-verification vendor called IDScan.net. The FBI's New Orleans office opened a case the same day, reportedly after finding IDs belonging to a US Defense Secretary and an FBI Assistant Director in the pile. The vendor runs 21 million ID checks a month for names like Hertz, Target, and FedEx, so a leak there becomes a problem for many other companies. If a business scanned your license, your photo and address may have passed through a vendor you never chose and can't see. Reginald closes with the story that connects everything. Palo Alto Networks' Unit 42 documented a real attack in which a person directed AI agents at a company and let them run the break-in. The agents mapped the network, raided passwords hidden in the company's own code, and grabbed the master credentials in under 10 hours. That work would take a human team about two weeks. One boring control stopped them cold: a basic protection on the code pipeline blocked the backdoor. The lesson for owners is blunt. The fundamentals still work, but your window to catch an attack is now hours, not days. In this episode, we discuss: • A ransomware gang claims LA Metro, and how to tell a claim from a confirmed breach • A dark-web service selling 153 million driver's licenses and the FBI probe into the vendor behind it • AI agents that breached a company and stole root access in under 10 hours • Why cybercrime now scales like a business, and why speed is the whole game • The internet-facing gear and hidden passwords attackers hit first • What to ask every vendor that touches your customers' data Security Squawk is a weekly podcast and live stream for business owners and executives. Support the show: buymeacoffee.com/securitysquawk Subscribe | Like | Share #SecuritySquawk #CyberSecurity #Ransomware #LAMetro #DataBreach #FBI #ArtificialIntelligence #VendorRisk #BusinessRisk #SMB #IdentityTheft #MSP Security Squawk

Interview - Amit Assaraf As employees rapidly adopt local AI models, autonomous agents, and browser extensions to boost productivity, enterprise endpoints are quietly accumulating unchecked security risks. This episode explores how traditional EDR solutions miss non-binary software, leaving critical blind spots for prompt injection and data exfiltration. Discover how Cortex Agentic Endpoint Security (AES) uses LLM-based classifiers and an AI powered risk engine to surface shadow AI and protect the modern workspace without stalling innovation. This segment is sponsored by Palo Alto Networks. Visit https://securityweekly.com/paloalto to learn more about them! Topic - The British Library Cyber-Attack For this week's topic segment, we're discussing the British Library cyber-attack. In October 2023, the British Library, one of the largest libraries in the world, was breached by the Rhysida ransomware group. The attack encrypted systems across the organization, led to over 500,000 files being leaked, and set off a recovery effort that consumed a significant portion of the Library's £17.5 million cash reserves. With no clear end date, this is a story of what could happen when all of an organization's tech debt comes due at once. Resources https://www.defendersinitiative.com/p/breach-lessons-the-2023-british-library The Weekly Enterprise News Finally, in the enterprise security news, We check the vibes the funding the acquisitions and the closures is the vulnpocalypse real, or not? TeamPCP finds out why being perpetually online isn't great if you're doing cybercrimes millions of IDs get leaked online What's the bigger story: Huggingface and NVIDIA or Microduck? Dyson enters a new product category. Try to guess what it is without cheating and looking it up before the end of the episode! All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-475

Welcome to this week's episode of the PEBCAK Podcast!  We've got four amazing stories this week so sit back, relax, and keep being awesome!  Be sure to stick around for our Dad Joke of the Week. (DJOW) Follow us on Instagram @pebcakpodcast   Please share this podcast with someone you know!  It helps us grow the podcast and we really appreciate it!   Simple 6 signup link https://simple6.co/r/CFUR98   Your parked car is now a witness, and Oakland PD showed up with a tow truck to collect its testimony. https://www.sfchronicle.com/crime/article/tesla-sentry-mode-police-evidence-19731000.php Just past midnight on July 1, 2024, outside the La Quinta Inn near Oakland airport, officers found a man in an RV with stab and gunshot wounds; he later died. In the stall directly opposite sat a gray Tesla belonging to a Canadian tourist with no connection to the case. Officer Kevin Godchaux's affidavit asked a judge to authorize seizing the car so its Sentry Mode footage could be searched under a second warrant. The owner walked up mid-tow and handed over the glovebox USB to get his car back. The Chronicle found OPD pulled this at least three times that summer. No subpoena to Tesla needed; the footage sits on a thumb drive in your glovebox. Defender angle: your parked-car threat model is no longer "catalytic converter." It's seizure of a $50k asset over where you happened to park.   Apple's camera-equipped AirPods are real, and we know because the demo video shipped inside a macOS release candidate. https://www.macrumors.com/2026/08/17/camera-equipped-airpods-macos-26-7/ MacRumors dug a promo clip out of the macOS Tahoe 26.7 RC: a man holds up a book so the camera in his AirPods can read the title, and Visual Intelligence offers to save it for later. Codename B790, flagged earlier by Bloomberg's Mark Gurman, who expects launch as soon as this month's iPhone event. Buried detail: the software nags you when hair covers the lens, so the camera is meant to run continuously. The forum reaction nailed the real issue: the wearer's privacy was never the concern, it's everybody standing near them. Defender angle: "phones in the locker" BYOD policy now has a hole the size of an earbud. SCIFs, clean rooms, trading floors and hospitals need a rewrite before September.   Iran-linked hackers reached the operational tech at water utilities in at least seven states; Washington's answer is a six-month pilot in Texas. https://www.foxnews.com/politics/first-fox-texas-becomes-testing-ground-new-defense-against-attacks-americas-water-systems https://www.route-fifty.com/cybersecurity/2026/08/states-feds-scramble-prevent-more-water-cyberattacks/415670/ Project Watershed 250 puts ONCD, EPA, CISA and Texas Cyber Command alongside Microsoft, Palo Alto Networks, Reflection AI and Dragos to red-team Texas water utilities at no cost, with National Cyber Director Sean Cairncross and Gov. Abbott pitching it as a national template. The White House insists it isn't a reaction to the 30-plus Minnesota systems that got hit, only that those attacks "reiterated the need." Schiff and Klobuchar want $300M a year through the State Revolving Funds for cyber, plus incident reporting extended to state and locally owned systems now exempt. Dragos CEO Robert Lee keeps pointing at the same soft spot: tiny utilities with no budget and no staff. Defender angle: a joint FBI/NSA/CISA bulletin warns attackers are hitting PLCs with AI-generated exploit scripts dressed up as legitimate monitoring tools. Same old fix list: patch, get it off the internet, kill default creds.   Montana built a legal on-ramp for unapproved drugs, and a dad in a hurry is finding out that "legal" and "available" are different words. https://www.technologyreview.com/2026/07/31/1140945/montanas-new-right-to-try-law-cant-come-soon-enough-for-some/ Kris DeVault's three-year-old son Brody has creatine transporter deficiency, a rare condition that starves the brain and muscles of energy. There is no cure. French biotech Ceres Brain Therapeutics has a nasal spray meant to get creatine past the blockage; it cleared a phase I dosing trial in 48 healthy adults and has never been tested in a CTD patient or a child. Montana's expanded right-to-try now has an Experimental Treatment Review Board about to hear its first two applications. Ceres could apply, but CEO Thomas Joudinaud won't, fearing it poisons his eventual FDA approval. DeVault can't get the FDA to put anything in writing either, so he's eyeing a clinic in Prospera, the private charter city in Roatan, Honduras. Harvard's Aaron Kesselheim has the objection to sit with: phase I proves tolerability at a dose, not safety, and not efficacy.   Dad Joke of the Week (DJOW)   Find the hosts on LinkedIn: Chris - https://www.linkedin.com/in/chlouie/ Brian - https://www.linkedin.com/in/briandeitch-sase/ Ben - https://www.linkedin.com/in/benjamincorll/

Interview - Amit Assaraf As employees rapidly adopt local AI models, autonomous agents, and browser extensions to boost productivity, enterprise endpoints are quietly accumulating unchecked security risks. This episode explores how traditional EDR solutions miss non-binary software, leaving critical blind spots for prompt injection and data exfiltration. Discover how Cortex Agentic Endpoint Security (AES) uses LLM-based classifiers and an AI powered risk engine to surface shadow AI and protect the modern workspace without stalling innovation. This segment is sponsored by Palo Alto Networks. Visit https://securityweekly.com/paloalto to learn more about them! Topic - The British Library Cyber-Attack For this week's topic segment, we're discussing the British Library cyber-attack. In October 2023, the British Library, one of the largest libraries in the world, was breached by the Rhysida ransomware group. The attack encrypted systems across the organization, led to over 500,000 files being leaked, and set off a recovery effort that consumed a significant portion of the Library's £17.5 million cash reserves. With no clear end date, this is a story of what could happen when all of an organization's tech debt comes due at once. Resources https://www.defendersinitiative.com/p/breach-lessons-the-2023-british-library The Weekly Enterprise News Finally, in the enterprise security news, We check the vibes the funding the acquisitions and the closures is the vulnpocalypse real, or not? TeamPCP finds out why being perpetually online isn't great if you're doing cybercrimes millions of IDs get leaked online What's the bigger story: Huggingface and NVIDIA or Microduck? Dyson enters a new product category. Try to guess what it is without cheating and looking it up before the end of the episode! All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-475

Interview - Amit Assaraf As employees rapidly adopt local AI models, autonomous agents, and browser extensions to boost productivity, enterprise endpoints are quietly accumulating unchecked security risks. This episode explores how traditional EDR solutions miss non-binary software, leaving critical blind spots for prompt injection and data exfiltration. Discover how Cortex Agentic Endpoint Security (AES) uses LLM-based classifiers and an AI powered risk engine to surface shadow AI and protect the modern workspace without stalling innovation. This segment is sponsored by Palo Alto Networks. Visit https://securityweekly.com/paloalto to learn more about them! Topic - The British Library Cyber-Attack For this week's topic segment, we're discussing the British Library cyber-attack. In October 2023, the British Library, one of the largest libraries in the world, was breached by the Rhysida ransomware group. The attack encrypted systems across the organization, led to over 500,000 files being leaked, and set off a recovery effort that consumed a significant portion of the Library's £17.5 million cash reserves. With no clear end date, this is a story of what could happen when all of an organization's tech debt comes due at once. Resources https://www.defendersinitiative.com/p/breach-lessons-the-2023-british-library The Weekly Enterprise News Finally, in the enterprise security news, We check the vibes the funding the acquisitions and the closures is the vulnpocalypse real, or not? TeamPCP finds out why being perpetually online isn't great if you're doing cybercrimes millions of IDs get leaked online What's the bigger story: Huggingface and NVIDIA or Microduck? Dyson enters a new product category. Try to guess what it is without cheating and looking it up before the end of the episode! All that and more, on this episode of Enterprise Security Weekly. Show Notes: https://securityweekly.com/esw-475

Interview - Amit Assaraf As employees rapidly adopt local AI models, autonomous agents, and browser extensions to boost productivity, enterprise endpoints are quietly accumulating unchecked security risks. This episode explores how traditional EDR solutions miss non-binary software, leaving critical blind spots for prompt injection and data exfiltration. Discover how Cortex Agentic Endpoint Security (AES) uses LLM-based classifiers and an AI powered risk engine to surface shadow AI and protect the modern workspace without stalling innovation. This segment is sponsored by Palo Alto Networks. Visit https://securityweekly.com/paloalto to learn more about them! Topic - The British Library Cyber-Attack For this week's topic segment, we're discussing the British Library cyber-attack. In October 2023, the British Library, one of the largest libraries in the world, was breached by the Rhysida ransomware group. The attack encrypted systems across the organization, led to over 500,000 files being leaked, and set off a recovery effort that consumed a significant portion of the Library's £17.5 million cash reserves. With no clear end date, this is a story of what could happen when all of an organization's tech debt comes due at once. Resources https://www.defendersinitiative.com/p/breach-lessons-the-2023-british-library The Weekly Enterprise News Finally, in the enterprise security news, We check the vibes the funding the acquisitions and the closures is the vulnpocalypse real, or not? TeamPCP finds out why being perpetually online isn't great if you're doing cybercrimes millions of IDs get leaked online What's the bigger story: Huggingface and NVIDIA or Microduck? Dyson enters a new product category. Try to guess what it is without cheating and looking it up before the end of the episode! All that and more, on this episode of Enterprise Security Weekly. Show Notes: https://securityweekly.com/esw-475

A new survey found that 52% of Gen Z investors have redirected money earmarked for investing into sports bets, a startling figure that reveals a generational shift in how young people think about risk and wealth building. This trend has serious long-term implications for retirement readiness and financial markets.Today's Stocks & Topics: Broadcom Inc. (AVGO), Market Wrap, 529 Plan, U.S. Apartment Rents, H&R Block, Inc. (HRB), Gen Z Sports Betting vs. Investing: A Ticking Time Bomb for Retirement Savings, State Street SPDR S&P 500 ETF (SPY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Keurig Dr Pepper Inc. (KDP), Saving on a Valuable Education (SAVE), Palo Alto Networks, Inc. (PANW).Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

The cloud shared responsibility model was initially not well understood by many customers. In fact, early adopters often believed that simply having data in the cloud meant that Amazon, or a SaaS vendor were responsible for safeguarding it. Amazon had to educate its customers and partners that security and compliance duties were split between the vendor and the client organization. In short, the vendor was responsible for securing the cloud resources but you, the buyer, were responsible for securing what you put inside the cloud; based on your policies, priorities and budget. We believe a similar but much more consequential dynamic is unfolding with respect to agentic AI. Specifically, Cloud computing divided responsibility by infrastructure layer. Agentic AI distributes authority across a chain of models, platforms, clouds, partners and customers. Our premise is the industry now needs a shared accountability model for the decisions, actions and outcomes that chain produces.In short - The cloud shared-responsibility model told customers who secures what. The agentic shared-accountability model must define who can do what, who can stop it, who can prove what happened and who pays when it goes wrong.Welcome to episode 326 of Breaking Analysis. Beyond Shared Responsibility - When AI Acts, Who owns the Blast Radius. In this Breaking Analysis, Principal CUBE Research Analyst Krista Case and I explain why the agentic era demands a new accountability model. We'll draw on learnings from last week's CrowdStrike Fal.Con event, where the post Mythos moment and the OpenAI/Hugging Face “accident” were front and center. We'll also draw on other new datapoints, including conversations with CISOs at Fal.Con and Palo Alto Networks' earnings print from last week, to unpack what we've defined as a new AI accountability model. We'll also test this new model against our Sovereignty framework, developed by Amit Govrin and assess sovereignty in the context of business recovery. We'll explore the sequence of events that leads up to the ultimate question of who pays when something goes wrong? 

Arpit Goel built his first company, Gamma, on a simple pitch: legacy data-loss-prevention tools took nine months to show value, and Gamma got customers there in two weeks. Palo Alto Networks acquired Gamma in 2021. Now Goel is running the same play in a completely different industry. Root is a payments orchestration layer that lets enterprises move money bank-to-bank in about five seconds, with no intermediary ever holding the cash. In this conversation, Arpit explains why he thinks the US is finally close to a tipping point on instant payments, why Root never takes custody of the money it moves, and how the company handles banks that can't yet receive instant payments.What We CoveredGrowing up in India, and the ADHD diagnosis that pushed him toward IIT DelhiWhy he calls himself an "ignorant" founder rather than an experienced oneThe nine-months-to-two-weeks wedge that built Gamma, and why Root uses the same oneDiscovering the payments inefficiency by reading through ADP's 10-KWhy 40% of US SMBs don't accept cards, and it isn't about the feesThe dual pressure of RTP and FedNow that made 2024 the right moment to start RootThe heart, arteries, and capillaries analogy for how Root fits into the banking systemWhat actually happens to money in the five seconds between sender and receiverWhy reliability, not transaction scale, is the hard engineering problem in paymentsHow Root handles banks that can't receive RTP or FedNowWhere stablecoins fit into a bank-rail-agnostic platformWhy Root wants to be the pipes underneath the industry, not the brandKey TakeawaysSMBs refuse cards mostly because of settlement delay, not fees — restaurants earning their week's cash on a Saturday night don't see it until Tuesday, right when they need it most to restock.Root never takes custody of funds. Money moves directly between the sender's and recipient's own bank accounts, and Root charges a fee on top rather than earning float.Reliability, not transaction volume, is the hard engineering problem — Root has built retry and fault-tolerance systems, using the workflow engine Temporal, so a bank outage doesn't have to mean a failed payment.Arpit sees instant payments as a market that hasn't tipped yet but is close — RTP and FedNow now operating together create sustained pressure that neither rail created alone.About Arpit GoelArpit Goel is the founder and CEO of Root. He holds a computer science degree from IIT Delhi and a PhD from Stanford, and previously founded Gamma, a data-security company acquired by Palo Alto Networks in 2021, where he went on to lead product for the data-security business.Connect with Fintech One-on-One:Tweet me @PeterRentonConnect with me on LinkedInFind previous Fintech One-on-One episodes

Traces provide a detailed view of a request's journey through data, microservices and applications, helping SREs pinpoint where failures occur and resolve issues faster. But while tracing can reduce downtime and developer burnout, collecting every trace creates its own problems. Storing massive volumes of data is expensive, can burden the systems being monitored and makes it harder to find the information that actually matters.The solution isn't abandoning tracing, but being smarter about what gets retained. Head sampling captures only a portion of traces upfront, while tail sampling evaluates completed traces and keeps those most valuable for troubleshooting. Dynamic sampling goes further by filtering repetitive or nearly identical traces before they overwhelm storage.On The New Stack podcast, Sarah Hudspeth of Chronosphere, a Palo Alto Networks company, explains how teams can build a more effective tracing strategy. She breaks down how thoughtful sampling and observability design can turn tracing from a data-hoarding problem into a practical tool for production troubleshooting. Learn more from The New Stack around the latest in tracing:Sampling: the philosopher's stone of distributed tracingHow OpenTelemetry Works: Tracing, Metrics and Logs on KubernetesWhy Synthetic Tracing Delivers Better Data, Not Just More DataJoin our community of newsletter subscribers to stay on top of the news and at the top of your game.

Plus: Oil continues to move higher. And cybersecurity stocks fall after Palo Alto Networks posts quarterly loss. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed inflation fears sending the 10-year note yield to multiyear highs as oil prices remain elevated. The anchors reacted to what Treasury Secretary Scott Bessent said at the G20 meetings about energy prices and the AI data center backlash. Speaking of AI: Dell shares surged on a blowout quarter and upbeat guidance, fueled by stronger AI server demand. In Venezuela, Brian Sullivan interviewed Chevron CEO Mike Wirth about the energy giant's plan to invest $7 billion and double production in the South American country over the next five years. Also in focus: What OpenAI CEO Sam Altman said on a podcast about what he calls "unsustainable silliness"; Shares of CrowdStrike and Palo Alto Networks slide; MongoDB tumbles. 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.

After yesterday's tech sell-off sparked by rising oil and yields after fresh U.S. strikes on Iran, investors digest results from Dell and Palo Alto Networks and await Broadcom. 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 their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market 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. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. 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 see schwab.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. 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. 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. 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. (0130-0926) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den gruseligen September-Auftakt, Kracherzahlen von Dell und eine Enzym-Aktie, die fremde Blockbuster in eigene Erlöse verwandelt. Außerdem geht es um SAP, CrowdStrike, Cloudflare, RWE, Merck, Apple, Credo Technology, MongoDB, GitLab, Palo Alto Networks, Nvidia, Broadcom, Shein, H&M, Fast Retailing, Next, Inditex, Associated British Foods (ABF), Gap, Roche, Johnson & Johnson, Merck & Co., Halozyme Therapeutics, Bristol-Myers Squibb, Pfizer, Eli Lilly, Alteogen, Schott Pharma, Gerresheimer, Ypsomed, West Pharmaceutical Services, Husqvarna, Toro, KraneShares Global Humanoid and Embodied Intelligence ETF (WKN: A41PZ8) und iShares Automation & Robotics ETF (WKN: A2ANH0). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3… 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 Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron los reportes corporativos de Palo Alto Networks, que aunque superó expectativas en ingresos y ganancias cayó después del reporte. Luego hablaron sobre el reporte de Dell, que sorprendió con un trimestre impulsado por la demanda de IA y elevó con fuerza su guía anual. Finalizaron con el mercado de bonos, donde los rendimientos del Tesoro siguen subiendo. 

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

Die Wall Street erholt sich von den vorbörslichen Tiefs, mit dem Ausverkauf am globalen Anleihemarkt als weiterhin beherrschendes Thema. Die Renditen 10-jähriger-US Staatsanleihen steigen auf 4,81 Prozent, die 30-jährige Rendite auf über 5,28 Prozent und damit den höchsten Stand seit 2008. Gleichzeitig bleibt Öl mit Brent bei knapp 95 US-Dollar teuer, nachdem die Eskalation zwischen den USA und Iran die Preise zuletzt deutlich nach oben getrieben hat. Die Kombination aus Öl und Renditen bleibt Gift für Tech. Dell liefert allerdings ein echtes Blowout-Quartal und hebt den Jahresumsatzausblick massiv an. JP Morgan erhöht das Kursziel auf 635 US-Dollar, Bank of America auf 600 US-Dollar und Barclays auf 603 US-Dollar. Bei MongoDB, Credo Technology und Palo Alto Networks reicht dagegen selbst ein Beat-and-Raise nicht aus. Erneut ein Zeichen dafür, wie hoch die Erwartungen im Tech-Sektor mittlerweile liegen. Heute richtet sich der nach Börsenschluss auf Broadcom und Snowflake. Der entscheidende Makrotermin bleibt der Arbeitsmarktbericht am Freitag. JP Morgan erwartet rund 50.000 neue Stellen und sieht einen Goldilocks-Bereich von etwa 30.000 bis 70.000 Jobs. Ein Podcast - featured by Handelsblatt. ► Jetzt beim Börsenspiel Trader mitmachen und Range Rover Evoque gewinnen: https://sg-zerti.de/wall-street-podcast ► 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 +++ ► Meine Trades. Direkter Austausch.

Rising global yields put pressure on markets as investors head into September. BlackRock's Kristy Akullian breaks down the market setup and what higher rates could mean for stocks. Evercore's Amit Daryanani reacts to Dell earnings. Barclays analyst Saket Kalia digs into Palo Alto Networks' results and what they signal for cybersecurity spending. Our Leslie Picker examines whether the data center boom is beginning to hit financing limits before Morgan Stanley's Ariana Salvatore discusses the growing public pushback and what it could mean for the future of the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In June, the most capable American AI models stopped shipping as public launches and started shipping through a government gate. Six weeks later the gate is open again — and the real fight has moved to the layer no gate can touch. A Chinese open-weight model rattled trillions out of chip stocks, Washington pivoted from gating American closed models to threatening bans on Chinese open ones, the industry mounted its largest-ever policy counter-mobilization, and an American frontier model literally broke out of its lab and hacked another company. Knee-jerk reactions, or the beginning of real AI governance? Navigation: Intro The Gate Opens The Kimi Shock The Escape The Counterstrike and the Petition Interlude — The Low-Background Books The Investor Reckoning Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Introduction Welcome to Tech Deciphered Episode 80. This one, once again, will be all about AI, government, frontier models, and open weight counterstrike. A lot has been happening in the regulation space, in cybersecurity, in the launch of new models in the past, maybe just 6–8 weeks. It’s actually pretty insane how much happened. We believe it was time to do an episode to talk about where we are and maybe where all of this is going. Maybe let’s start with a summary of where we stand, all that June and July saga, so you, our listeners, can get up to speed if you are not already there. You want to start with some points? Nuno The Gate Opens Yeah. Again, to your point, the gate swings. The gate had closed. We had to prepare an episode for the gate closing, and then the gate reopened. Now we have a different episode. This will probably change again as we’re seeing there’s news every day. Let’s start maybe with the first 19 days of the gate closing. There was an executive order on June 2nd from President Trump that asked frontier labs to share models with the government, 30 days pre-release. It inferred the protected frontier model designation into that. Basically, it was effectively a de facto licensing agreement defined by an executive order of the President as of June 2nd. On June 9th, Anthropic launched Fable 5 and the famous Mythos 5 or Mythos. I’m not sure how you actually say it in English. Then on June 12th, there was an export control directive banning access by any foreign national. Since there’s no way to verify nationality in real-time, Anthropic had to switch the models off for everyone worldwide. Bertrand On this point, you could argue that there are possibilities to check IDs. Many services let you check IDs online. You can pre-check a flight by showing your ID. There are ways, it’s just that if you don’t want to follow what’s already available, because guess what? Maybe it slowed down your revenue growth, maybe it looks bad on you or whatever. My point is that there was actually an option. I think it’s already a decision from Anthropic to say it’s either on or off, but nothing in between. Nuno I think the point is they had no way implemented of doing it. If they implemented it, to your point, it would have hampered use in general. A lot of people wouldn’t have gone through that trouble of doing it. Anyway, long story short, in June 26th, the White House apparently asked OpenAI to limit GPT-5.6, so Sol, Terra, Luna, to only 20 vetted partners. Now, apparently, the trigger for a lot of these things that have been going on was that there was a jailbreak that was found by Amazon researchers. All of that led to this jumping around of, let’s close the gates. You have foreign nationals, and therefore, Anthropic got it out and said, “Hey, then we’re going to switch the models off until we can sort this out.” OpenAI was asked also to only allow it for certain vetted partners, et cetera. The government came in, closed the gates effectively, and said, “From now on, we need to be involved in this thing.” De facto regulation, there’s no doubt that this has imposed de facto regulation, certainly on the top players in the market. But then came the reversal. Bertrand, do you want to talk about the reversal, the gate swinging the other side? Bertrand Maybe I just wanted to say that as a user of Anthropic products, ChatGPT products, for the brief moments, a few days where Fable 5 was made available to the public before it was closed the first time, I immediately started using it. I must say it was a real issue to use it because the guardrails were pretty crazy. It would keep saying that my code was not okay, there was cybersecurity risk and stuff when I was doing absolutely reasonable development with absolutely no connection whatsoever to any cybersecurity risk, attack, detection, anything. Still, it would keep blocking me, degrading me to Opus 4.8 at the time. I just want to say this was already very hardcore what they were implementing, and not just hardcore, but in some ways, plain stupid for something that’s supposed to be super smart. It was totally unable to classify properly some of my work. I must say I was already disappointed. On top of it, the costs were insane. Half a day, I would reach my limits when I had the best plan you can get from Anthropic. My point is that there were some real serious issues when they launched Fable 5, even at that point. Nuno I had a similar issue. I used Fable 5 as well before they had to take it offline or take it off. I think the issue was really not that the guardrails failed. As you said, maybe the guardrails were actually too aggressive, but it was this jailbreak that caused the recall, apparently caused this knee-jerk reaction. Bertrand But my point is that it seems that it was not working either way. It would either overclassify something that’s absolutely not doing anything wrong, and it might fail to classify something that is actively trying to do some cybersecurity work. It’s a real issue of quality for a company that’s supposed to be at the forefront of quality of AI and everything. I think for me, there are already signs that something is deeply wrong. Nuno Then it’s reversed, right? We went the other way around. The government came out on June 26th and approved redeploying Mythos 5 to US organizations defending critical infrastructure, and then the export controls were effectively lifted on June 30th. July 1st, Fable 5 came back online for all of us to use. Shocking enough, with strings attached, that were different. They had some time to revise their commercial deployment of it along the way because it came back with some, “Now you have usage credits, but you have some limits on plan use, et cetera.” I’m like, “You guys, this was blocked. But meanwhile, you did have some time to do some commercial stuff around it.” Bertrand It was crazy. I’ve never witnessed any such crappy launch of any service whatsoever in 30 years in tech, it was so bad. Every day, they would change the terms of service. They would tell you it’s part of the plan. It’s not part of the plan. It’s part of the plan for three more days, and then it’s excluded. You have a special discount now, but then it goes back to full price. It was a total nightmare. I’ve never felt myself being so much mistreated by a company. I guess you saw the same, but when I started using the newest version of Fable 5, it was even worse, actually, I think. I couldn’t do any work with this crap. I let it go and work on the work I wanted it to do. It was simply not working. On top of it, you never know how long you are supposed to lose your credit, how fast. It was burning credit like crazy. Me, personally, I can say, very quickly, I actually stopped using it. I was like, “No, I cannot deal with this shit. My main model is back to Opus 4.8. I’m going to use Fable 5 for code review, but not anymore to control anything because I cannot trust it would do the job without stopping or changing models and stuff. I just cannot trust it.” Back to Opus 4.8 as my main model, I can say that my life was much easier. I use Fable 5 as a review mechanism, as a support mechanism, but not as the main mechanism. Suddenly, the guardrails were not so horrible anymore because it was used in a much lighter way, I guess. As a pain as a user, I think it was really bad. I don’t know your experience, but me, for me, it was unacceptable. Nuno I wouldn’t say it was as bad as yours in terms of just end-user experience. I think the terms of service switching back and forth, which went one further step, because then when they then launched Opus 5, they started making comparisons between Opus 5 and Fable so that people would migrate more and more to Opus 5 themselves, which is interesting. It’s like they’re saying “This is much cheaper. This is whatever. You’re not going to run of credits. You should use Opus 5,” kind of thing effectively. To your point, I don’t think they managed well the launch. They didn’t really manage it well. We’re moving people around. A lot of people are using this for stuff that’s like daily tasks, hourly tasks, anything that relates to code and co-work. It’s like, we need to have visibility on what your terms of service are going to be. Should I be using this new model or not? What’s happening to the other model? I don’t see it as negatively as you, Bertrand, but I see your point. It was clearly mishandled in terms of how they deployed it, how they were redesigning effectively their pricing scheme and their terms of service almost on a daily basis, at a certain point in time. We’re like, “Dude, there’s millions of people using this. You guys are making a lot of money.” Just moving it as it is. At this point in time, at the scale that these guys are at, it’s calling in people to say, how about we think through a class action suit at some point around pricing? Because you guys are changing the rules of the game all the time, right? Bertrand I don’t know if I need the class action, but for me, that joke that, “Let’s not rush too fast. The model is dangerous.” But still, they rushed the launch because it’s very clear that if they had enough compute capacity and stuff, they would not have to limit so much. They would not have to put so much cost per token and all of this. You can see that actually when they launch Opus 5, literally like 2, 3 weeks after, by most benchmark at launch, they tell you basically that, “You know what? Actually, Opus 5 is better than Fable 5 on 80% of the metrics.” They’re like, “What? Seriously? You couldn’t wait 2 weeks? Why did you even launch Fable 5 in the first place?” That’s another part for me that is quite literally insane, to be frank. It’s like, “Why? Why do you make us go through so much pain if it’s only to tell us after 2 weeks to…” “This new model, by the way, has less issues, less stuff, because 2, 3 times less is part of your plan, and it’s actually better by most metrics.” It’s like, “What’s going on here? What’s going on? Are you guys mad?” I don’t know. It was crazy. Personally, I still use Opus, now 5, as my main system and platform, Fable 5 for review, code reviews and the like. I don’t want to run into its stupid guardrails. I can see Fable 5, from my perspective, seems quite a bit smarter. I don’t know why they do this stupid benchmark showing you it’s actually worse than Opus 5. I guess they should have better benchmark if they want to demonstrate why you are supposed to pay 2, 3x more for a model versus another if it’s actually worse by most benchmark. Again, I still think it’s a huge mess from a marketing perspective, customer perspective. Me as a user, I really feel that they don’t want my money, and they couldn’t care less about me. This is even before everything else we’re trying to talk about. Nuno Yes. Maybe just to close the cycle on the reversal on the door opening the other way, finally, Commerce lifted the GPT-5.6 restrictions on July 8th, and then on July 9th, general availability across ChatGPT, Codex, and the API as well. What has this proved? It proved that now we have gating mechanisms, and certainly for closed models in the US, for sure. We had frontier models that were switched off worldwide in hours, and it took a couple of days, in this case, 19 days to restore them. There were concessions. Now we know that there were concessions around effectively institutionalizing that gate. Early government access to future models is, I think, now a given, certainly in the US. New safeguard frameworks are probably now having to be put in place. There are some stage limits now on who gets access to what for new models and how it happens. This voluntary executive order, so to speak, not really sure, has become effectively regulation enforcement path. It’s de facto regulation that now has been put in place. It has affected not just to the points we were making before, the access to these models, but also who gets access to these models, and actually potentially even pricing access to the models. It has probably some commercial implications as well as we just discussed along the way. Very significant. This is very significant. This is regulation, de facto at the table, imposed on the two largest players in the market by far by one government, in this case, the US government. This is significant. Actually, you could even allege it was imposed by the President because this was coming as part of executive orders. Really incredible. Pretty significant, fast, aggressive. It has created a regime that you could say it’s a regulatory regime, it’s a de facto regulatory regime. It has some significant pricing and licensing and commercial implications. It goes even beyond your classic regulatory framework. Very, very, very significant. Bertrand I don’t know if it goes beyond a classic regulatory framework. Nuno I think it does, because it has implications on who do you give access to? When government is saying you can only give access to these players, right? Bertrand Defense industry. It’s all over the defense industry. You cannot sell an F-35 like this. Nuno No, but that has commercial implications, Bertrand. That’s like you’re saying these are your customers, you go and use them. Bertrand That’s the defense industry. You cannot sell to Iran your F-35. No, that’s exactly the same story for me. Nuno No, no, no. It’s beyond that. These guys are saying when they came back, and they said, “For Mythos, you can make them available to these entities,” they were saying the first entities that are going to have access to the model. It has commercial regulatory implications. You’re saying these players are the first players that are going to have access to it. It’s no longer just defense concerns and these governments don’t have access to this. No, no, no. You’re saying to a company that is a private company, your models are only going to be used by these guys because I’m telling you so. It’s the other way around. It’s not even that you can’t sell it to Iran or whatever. It’s like you can only sell it to these guys. Bertrand Again, in the defense industry, if you’re a private company, do you think you can buy F-35 like this? No. Nuno No, no, no. But this is a private company, Bertrand. This is not a defense agency and a plane that is on whatever, with IP from the US, right? Bertrand Boeing is a private company, and they cannot sell the military equipment they manufacture. Nuno No, no, no. But the development of their IP was subsidized by agencies that belong to the US, right? That’s a different matter. It’s a matter of IP, right? This is not, right? Anthropic, their models are not owned by the US government. There’s no IP granted to the US government, to my knowledge. This has significant commercial implications. Bertrand Maybe, yes. Maybe on this. But I think there are already regimes to limit who you can sell to, and that’s decided by the state or the DOD. Nuno It’s the export control logic. The export control logic? Bertrand You have export control, and export control is Commerce. My point is that they are using existing tools, part of the government, to limit what can be sold. Selling chips, NVIDIA was limited in terms of where it could sell its chips. It’s not different either, but still there were limitations. If you are an ASML, you cannot sell to a private company in China. Many private companies cannot buy ASML products. This is a foreign company. This is a foreign company under pressure from US government. Nuno I understand, and I’m not a lawyer, but it feels different to me when you say you cannot export, this is export controls, to these countries, to these entities, et cetera, because they’re foreign et cetera. Then to say, “No, no, no. On top of that, these guys get first access.” That’s, for me, a significant shift. Again, I’m not a lawyer, so I’m sure there’s very intelligent people right now looking at this stuff and saying, “You can’t do this stuff, or not, or they can.” I don’t know. But it feels to me, it goes beyond the remit of export controls. It’s like you’re defining initial clients for specific use. Bertrand My impression is more like, “We can do this situation where we’re going to forbid you to give access to anyone outside the US or even in the US or limit even more.” Basically, it was, I guess, some gesture to go beyond that. That’s how they probably defined these 20 authorized companies. I don’t know. Apparently, there was also restrictions because I remember seeing that Anthropic had their own list of companies they would authorize access to Mythos early on. That’s apparently another thing that pissed off state government because there were companies in there that were considered close to the Chinese government. They were extremely unhappy that Anthropic didn’t ask, actually, for any guidance from the state government, but used basically their own perspective on who they should allow or not. I guess that was also part of why they got these serious restrictions. Nuno Anyway, now we have a regulatory environment that’s very interesting and exciting. Talk about the US not regulating. Bertrand To be clear, I don’t know you, but I’m not saying that I agree with any of this, to be very clear. I’m trying to explain and share some perspective, but I’m not in agreement on a lot of this. Nuno Yes, we were just describing what happened to the best of our knowledge. We’re having a discussion on what we think actually is happening and how it’s happening. We’re not really right now saying we agree or disagree with this. I think later in the episode, we can share some perspectives on what we think is actually happening and how there’s dimensions to this which are very geopolitical and very complex, which quite literally probably only God knows what’s going to happen. That was the gate swinging. There was a gate closing, then there was a gate reopening, and all of a sudden we have a gatekeeping system that has been created along the way. The Kimi Shock Along the way, moving to our Act 2, the world has changed, and we now have so-called open-source plays out there that are creating massive, massive shifts in the market. The Chinese models, in particular, with Moonshot AI launching Kimi K3, which is the largest open-weight model ever released. We’ll come back to the discussion around open-weights. I’m not sure all our listeners understand what that means, because there’s a debate now, should models be open weight or not, and how does that work? There’s been a petition as well signed along the way. Right now, we have open weight models that are out there that are huge. What that actually means very pragmatically is we now have open source models, lack of a better word. I know open weight and open source are not the same thing. You guys will have to bear with us during this episode. We’ll explain at some point the differences. But we have models out there that are open source that are significant. That are catching up with the closed source models, with the models by OpenAI, Anthropic. That’s significant because most of those models are Chinese. This is where the geopolitics starts getting really frazzling and we start playing 3D chess. Because everyone’s like, “These models are 5, 6 months behind.” Now people are saying, “Maybe they’re actually just 3 months behind, 2, 3 months behind.” If we, for example, decided to stop or slow down our model releases in the US by the closed source guys who are leading, it might mean they’ll catch up. What are the implications of that? Again, for you and I that are not necessarily experts in model development, well, the implications as a use case is if you want to use the latest models, and the best models start becoming these open source models, you’re going to use those models. Then you start using Chinese models. If you’re an American company, maybe you’ll have restrictions on the use of those Chinese models. But if you’re a European company, you probably won’t. What happens after that? Is the world going to be in the hand of Chinese models? Will that constitute effective competition to the closed models in the US? Will we have open models in the US that will scale as well? What’s going to happen? Bertrand I think it’s a really big question. It goes to some of the core of the issue. It’s that ability of Chinese models to basically challenge frontier models, not just being 6, 12 months late, but being 6 weeks late. Basically, no gap. Some will say that, yes, but OpenAI and Anthropic have even better models that are not shared and stuff. Yes, sure. But maybe the Chinese have the same models that they are not sharing right now. We don’t know. What is clear is that one is that open weight, as you said, two, there is a question of how it is marketed in the sense of, can anyone use these weights? Is there a license to use them? Yes, what we can see is that, for instance, typically there is a license for some of the biggest Chinese open-weight models you have to abide with. You might have a need for a commercial license if you are acting as a company leveraging this model to provide AI-informed services. If you use it internally by yourself, you’re okay. If you use it internally for your own internal company needs, maybe you are okay if it’s not your main business to do AI work. Anything else, a much bigger corporate providing AI services and stuff, you will probably end up having to pay a fee to be able to provide services around this model. My point is that it’s not just 100% free. Some of the Chinese models are 100% free to use, MIT license, Apache 2.0 license. But the biggest ones with the biggest weight that are truly frontier typically have a different license if you want to scale these models, providing AI in front. That’s one thing to keep in mind. Nuno Maybe just to make a very quick point, because people are like, when you talk about open models, what does it mean right now? In the context of this episode, open models mostly will mean open-weight models. How do those differ from open source? Open weight means that you release the weights to the public, which means that anyone can download, fine-tune, and run the model on their own hardware. It doesn’t normally mean that you also have access to training data, training code, or a truly open license. That’s the distinction to open source. Open-weight doesn’t mean that. For example, we’ve talked about Meta’s Llama in the past, and we also discussed in the past that their license agreement does have restrictions, certain players can’t use it, et cetera. The open model definition and open weights are really open-weight models that we’re talking about here, and they are closer to freeware binaries than to Linux, for those who understand the difference between that. It’s binaries that you can use and then use your own weights on it versus actually I can change code on it. I’m not going to be able to change code on this. When we, for the purposes of this episode, talk about open, we mention open weight, just to clarify that point to everyone that’s listening right now. Bertrand Yes, that’s a great point. One of the only players, as far as I know, who is truly open source is actually NVIDIA with their Nemotron-3 models. They’re actually following a special license to achieve that. They provide you the data, they provide you all the processes and tools, so you can easily post-train. NVIDIA is a big, big exception. It’s a very interesting player, by the way. We might not talk much about it in this episode, but I think for intermediate-size models built in the US, where you have access to everything in the deployment, it’s a very interesting alternative and maybe one of the best choices if you are a US company or a big corporate, and you want something trusted. Another piece of the puzzle to clarify is that when you use open-weight, it means that you can run them by yourself, or you can use a US provider to run them. If we are talking about Chinese open-weight, you can use the APIs they provide, but then the service is running in China, they might have access to your data. But because it’s open weight, if you run it by yourself or if you use a third-party provider based in the US to run it, then there is no access to your data by China or Chinese players. I think that’s a pretty important gap to understand. It means that these models are actually very, very low risk from that perspective if you run them on your premises or in the US by a US player. I think that’s something to keep in mind. You can also fine-tune easily these models to make sure they will behave in a way that, for instance, is not going to represent the line of the Communist Party on some topics. There are ways to make these models more neutral in their output as well. There are a lot of ways to make good use of them. By default, they’re already very safe, but you can make them even more safe. I think that’s some things to keep in mind. But again, it depends ultimately on the license and what you’re authorized to do and some fees you might end up having to pay. Nuno Why did this matter so much? Immediately there was a reaction from the market because people are like, well, if there’s much better stuff out there that’s much more efficient than it’s open, then it might be that all the demand that we are taking into account, for example, for chipsets actually isn’t real. The Philadelphia Semiconductor Index fell into bear market territory. It went down by as much as 20% plus from the late June peak. The worst chip week since April 2025. Taiwan’s benchmark initially fell 6% plus, Japan’s 4%, TSMC dropped dramatically despite beating earnings and rising guidance. Basically, a huge amount of effect. Now, there’s a little bit the aftermath of this where apparently Moonshot ran out of GPU capacity. Maybe… Bertrand In just 48 hours. Nuno In 48 hours. Great for them, but at the same time, not great in the sense that maybe there was a misread by Wall Street of the Kimi effect, so to speak. Bertrand Completely. For me, that’s such a joke. It’s like, because you have an open source model, so what? I mean, you still need to run it. This is not a small one. 2.8 trillion parameters. Good luck running that in your garage, by the way. Nuno They misread supply, basically. Tough luck, right? All of that basically happens. Bertrand Maybe you want to talk about the Jevons paradox, because I think that’s a big part of the puzzle as well. Its one is they might not have the GPUs to run the inference on the model. They might have enough to build a model, but not enough these days to run inference, especially given how much with intelligent models, thinking models, you need way more inference than before. But on top of it, the cheaper you make it, the more you get to the Jevons paradox. Nuno Yes, Jevons paradox, for those who don’t know, is an economic term. It describes an economic phenomenon where technological improvements that increase the efficiency of a resource lead to an increase rather than a decrease in the total consumption of that resource. What that means is, for example, for chipsets, chipsets become so much better, and they are so much more efficient. You’re like, well, maybe normally in resource terms, that leads to decreased usage of that resource. But in this case, it actually leads to an increased use of that resource rather than a decrease. There’s more and more consumption of that resource. You need more and more chipsets because people actually need to do more and more stuff with it, although there are great efficiencies going into it. There’s the efficiency gain, there’s the cost reduction, and there’s the price-elasticity element to it. But basically, the adoption just continues going through the roof along the way. Bertrand In some ways, it’s like the price of energy. Coal went cheaper and cheaper, and people were asking the same question 150 years ago, now that it gets cheaper, there is not much money. No, no. Actually, what happens is that people find more and more use for coal. Homes are getting heated more. You have ships now using coal. You have manufacturing using coal. The cheaper it gets, the more use case you can develop, and therefore, you don’t need less of the stuff, you need more of the stuff. By going at scale to get more of the stuff, you also decrease price, making even more demand. It’s a very interesting phenomenon, but it’s not new. It is what happened for a while in the energy sector and some other sectors. Nuno We already started talking about the Chinese logic and what’s happening. Getting a little bit of a reality check on this. The Chinese models, and these are numbers from Open Router in July, Chinese models are at 46.4% of routed tokens and 35.7% for US origin. Again, more than a third of global AI usage now seems to be running on Chinese open models. This is significant, and it has a huge impact on the geopolitical scale of everything that’s happening. Also, the whole Chinese field is converging on open. Open seems to be a strategy, not just a nice thing that’s happening. It seems to be a Chinese strategy, so much so that you have players like Moonshot, DeepSeek, our old friends DeepSeek, Z.ai’s GLM 5.2, Minimax, and even Alibaba seems to be reversing and going open with Qwen. It feels to me this is becoming policy as well. Xi Jinping has personally endorsed the building of open-source AI, if it’s really open source, if it’s just open weight anyway, and this feels to be a jab at Washington, DC and the fact that the big closed models are coming from the US. This is now geopolitical 4D chess, right? We didn’t need this stuff. Bertrand To be clear, it’s the usual in tech. If you are not number one, you are number two, number three, your alternative is to go open source because that’s another angle that your competitor usually cannot follow without destroying its own business model. That has been the alternative for the past 20 years of most software projects. Here, what’s different is that it’s not the number one or number two player. It’s the US number one as a country, China number two as a country. That’s where it’s new. For me, what’s very interesting is the endorsement by Xi Jinping. I was waiting for something official, and it certainly didn’t disappoint. As you said, there was an immediate U-turn of Alibaba, who in the past… Nuno Surprisingly. Bertrand Yes, a little more like, “yes, we are going to close and stop open source. It was good while it lasted.” Just a few days ago, Qwen 3.8 Max was launched, and we are supposed to get the weight in a few days. We talk about the US administration policy and stuff. Yes, let’s not forget that in China there is similar stuff. Sometimes it’s totally invisible because you don’t see the directives, but they exist as much. Sometimes it’s more visible. Here it was quite visible. The difference in China is that if you don’t abide by the directive, on top of it, you might have to fear for your personal safety. It’s a different game, and that’s probably why the reaction is pretty quick, usually. That’s pretty interesting for me because it means that now you can bet for a while that China is going to play that game up to a point. I guess the point is if it’s truly frontier scale, you will have a special license that, yes, technically the weights are open, but you can not do everything you want with it. Two, you have a player like NVIDIA that I think will feel more pressure to provide even more high quality, larger models at scale going forward. Their largest Nemotron-3 Ultra model was, if I remember well, only around 500 billion parameters. I would not be surprised for NVIDIA to go into the two, three trillion range at some point. Because I think the US need a very clear US-born alternative open source. I think NVIDIA might be the best player for that. We will see if Meta goes back to open source. I think NVIDIA is one, very well positioned, but two, it’s also in their best interest. Because NVIDIA for now depends on just a few big hyperscalers as clients. If they can expand their clients to every S&P 500 companies, selling them directly hardware because now these companies can run a model made by NVIDIA, I think there is a very clear value proposition for NVIDIA to go in that space. Again, if you are number two, your differentiation, open source is often the answer. There is a true business as a business model for companies, because if it’s truly not just open weight, but open source, you can tweak it as much as you want, you can change it, you can change even the pre-training process. Because there is a lot of stuff you can do that really benefits you as a corporate, and you can reach a much better value by having more control on the model. Nuno We won’t spend a ton of time on it today, but like, again, if there’s a view that we are in a bubble, that the valuations cannot be sustained in chipsets, infrastructure platforms, applied AI, et cetera, today, this might be that beginning, where the valuations start being destroyed because you can’t keep a premium on just charging people for tokens and all that stuff if you have models that become more and more efficient and cheaper to use. Maybe just to close a little bit the geopolitical part of the discussion today, we won’t go into all the announcements from China because there were many, a lot of go back and forth with Alibaba by then. Xi Jinping made some announcements. You guys can check it online. Let’s move quickly to Washington’s reaction, which was from gating the US closed models to banning the Chinese open ones. There’s been as strong affirmations as one can get from the Office of Science and Technology Policy Director, Michael Kratzios, mentioning that they have information that Moonshot AI distilled Anthropic’s Fable. Basically, there’s been reverse engineering and stuff in the market. They’re basically copying. Bertrand I’m sorry to interrupt, but it feels like so much bullshit. It’s coming from Anthropic who has basically gotten access at scale to all the knowledge made by humanity, copyrighted or not. We’ll talk more about what they did with books. Then to claim after that that others cannot do to you what you did to everybody else. For me, it’s pretty big. It’s clearly unacceptable. The other piece is that everyone is doing distillation. It’s a very typical approach of every business model. You try other software when you are competing with somebody else. You try other datasets, you check what’s happening. It’s part of doing business for decades. Suddenly it’s not good for Anthropic. I personally have a lot of trouble to accept that. I think it’s totally unacceptable. The other piece of the puzzle will also go back. If these guys are so smart, if these guys have so much of the best model, why can’t they block by themselves distillation at scale? The only answer is that either they are morons, probably not, or they simply don’t want to because it’s going towards their business model. Suddenly, you book less revenues and stuff, or you put more friction, and therefore your customers don’t like it. Instead of doing it yourself, you ask the government to protect you, go out of business practice that is very typical. For me, it’s really, really, really not good. Sorry, we are going more in the opinion side, but I had to put that on the table. Nuno Yes, Fable went public finally again on July first. Question marks on whether distillation would only be possible from July first onwards or not. But a 15-day distillation to frontier, which is K3, launched on July 15th, would have been a Guinness World Record, as one of Moonshot employees actually mentioned. It’s very implausible and unlikely. Bertrand Or they shared the Mythos 5 with the wrong companies, who themselves shared with Chinese companies. We go back to maybe they didn’t have a good list. Again, it goes back to maybe they didn’t want to hurt their business model. Nuno Anyway, under the threat of sanctions, Moonshot, in any case, open-sourced the full K3 weights and technical reports. They open weighted it to become the largest open weight model in the world in terms of parameters. Beijing’s MOFCOM brands US threats as basically the US wanting to fundamentally control and be monopolistic around AI along the way. The administration bans Chinese hardware with an eye on the AI race, and Beijing warns of retaliation. That was July 27. Now we’re in a war between Beijing and DC. Bertrand Just to finish maybe on China, it’s important to know that they are building their own GPUs now. Huawei has pretty good, not to NVIDIA level, but pretty decent GPU hardware that they’re able to manufacture by themselves. A Chinese player of memory just got IPO’d a few days ago, CXMT. China is also developing their own memory. Again, not to the same level of quality that you can get from the West. But China is moving. It’s not just that they are building great models, it’s also that they are building GPUs and memory. That might be a few years late to the latest standards in the West, but there are definitely improvements. I also read, even on the tools to make manufacturing like ASML equivalent, there is definitely some work going on, and some improvements and some stuff will be visible. In some ways, the genie starts to get out of the bottle from the Chinese perspective. Nuno I’ll put a stick on the ground. I don’t think it’s a matter of if, it’s a matter of when will China surpass and have a lot of this tooling on their own side, and not just the software layer, not just the frontier models. I think it’s also going to be around infrastructure and platform. Good luck to everyone. Let’s see how the race continues. But it’s definitely this is a geopolitical thing right now. It’s definitely a race. The Escape Maybe moving to what happened in just 2 weeks or a week and a half. The escape, there was some jailbreaking going on, and the narrative on safety has totally switched. It’s not still significant enough that’s like, “Oh, we saw a nuclear plant going, whatever.” No. But still, it is significant. Hugging Face, the AI company, disclosed an intrusion, and it was driven end-to-end by an autonomous AI agent system at machine speed, running for days before detection. Now, this is where it gets really cool. OpenAI takes attribution on that. They initially said it was just a little bit, sorry. Then they said, actually, it was worse than that. “Oh, it broke out of an isolated sandbox.” “Oh, no, actually, it was more than that, and it went into other systems as well.” Bertrand Truly, the genie out of the bottle. Nuno No, but this is where it gets really cool, Bertrand, right? Because it actually, Hugging Face contained the intrusion by running a Chinese open-weight model, GLM 5.2. This is beautiful, right? Bertrand Yes. You know why? Because they couldn’t even run their own defense because both Anthropic and OpenAI would not let them access their latest models with the guardrails off. When they tried using it for defense, the latest from Anthropic, from ChatGPT, they would tell them, “No, this is too dangerous what you’re asking us to do.” Preventing an intrusion, helping defend you. No way we are going to do that. Nuno No. Let’s use the Chinese models on our infrastructure. Bertrand We have no choice but to use the Chinese models to run. More than that, we don’t let you use our models to defend yourself, but our not yet released models that run without guardrails, they can attack you. This is probably the most insane from that perspective. Nuno The Chinese models came to the rescue. Bertrand For me, that’s a perfect example because Hugging Face is a very visible company in AI in open source. But anybody who is not at that scale is not going to get some support from OpenAI or Anthropic when this happens. Maybe these guys won’t even recognize they did anything wrong. You will be left to defend by yourself because they won’t accept to support you. Because remember, if you want the better model that is able to defend you from cybersecurity perspective, no way. If you are not one of the few top 20 companies or so, as defined, you are left defenseless. Again, we are going back to opinion, but for me, it’s so shocking what’s happening right now. I’m very glad we have alternative open source to be able to defend ourselves because right now, good luck getting defense services if you are a smaller business and individuals, and you need support from Anthropic, OpenAI. Nuno Now, even self-described AI optimists are saying, “This is scary now.” Like Walter Isaacson, who wrote all the famous biography books. There’s now discussion around the AI Kill Switch Act, bipartisan thing that’s coming across from Texas and California, a potential bill that’s coming in. We’ll see if that works. Now let’s get an off-switch. I’m like, “Cool.” As if that’s going to solve the problem, because you have open-weight models on the other side catching up, right? Bertrand Yeah, sure. Bring in clueless politicians from Congress to solve our problems. Yes, sure. Nuno Anthropic came to the table, helped build and said they built some regulatory machine on their side, and now they’re getting bitten by it, and they’re part of the offending players in that market. Now there’s all this debate and all this discussion around open weight and around slowing down AI and et cetera, which is our next section. You wanted to say something, Bertrand. Tell us. Bertrand Don’t forget, because this advertisement for OpenAI was just too good. Our AI attacked some other companies, and not just one, but three, actually. Let’s not forget the progress. Great ads. Then I came and said, “You know what? AI also hacked businesses.” You’re not the only one hacking around with a crazy AI out of control. You’re not the only one. We want our advertising. For me, it was shocking that on one side, unreleased models that you let run wild. On the other hand, you have released models that you put crazy guardrails on top of it, so the defender are defenseless. I’ve never seen anything like it, and I really hope that there will be as little regulation as possible, quite frankly, to make sure anyone can defend themselves and have the best tool at their disposal, not just a few well-connected big corporates. This is really, really shocking. The Counterstrike and the Petition Nuno Now the empire strikes back, so this is counterstrike, the petitions. In several days, we have now a bunch of petitions. The first one was the open weights letter. Bertrand, do you want to explain to us what the open weights letter is? Bertrand Yeah. I think it was great. This was released by Jensen Huang, first ever post on X, 11 million views. Congrats, Jensen. Co-signed with Microsoft, Meta, c actually was probably the initiator of this letter. Very good letter saying, “Hey, we need open weight. This is not a joke. We need that. You cannot block open weight.” Because that’s the rumor we are getting that potentially open weight could get blocked. I think they are making the case, “You know what? Hey, we absolutely need that as an alternative. You cannot block it.” They can keep their closed models, but don’t force a closure of the open weight models. As I said before, it’s actually a great model for NVIDIA because NVIDIA doesn’t want, probably rightfully so, to be dependent on just a few frontier models, their best customers. They want a variety of customers. They have a big interest actually to defend open weight and to invest even more. They have great researchers, are a great company. If one company is about to do really kick-ass work, I think it’s them. They are defending. What’s great is that it’s not just them. It’s basically most of big tech in the US and outside the US, from a Linux Foundation to a Microsoft, the Palantir, an IBM, a Dell. It’s a who’s who of the industry except Anthropic. Anthropic didn’t sign that. I guess they hate open source so much. If I look at 20 years ago, it feels like Microsoft, after all, was very kind to open source. You remember what was said by Microsoft at the time. It’s clear there is one company against open source. OpenAI signed the letter. Honestly, I don’t know what to think. Do they really believe in it or was it just a way to show that they are not like Anthropic? I don’t know. But for the rest, I think it’s genuine because it’s actually in their best interest. I hope they will be heard. Then a second letter came, the Open Secure AI Alliance, NVIDIA-led and again, the big tech companies from Microsoft, IBM, Palo Alto Networks, Databricks, Palantir, all those, but not present, OpenAI, Anthropic, and Google. Here it’s to say, “Hey, we need a secure approach to AI. Open should be part of the equation.” guess what? The worst AI-caused security incident to date was actually caused by closed frontier models that were not even available to the public. While again, not providing you access to even the latest closed model for cybersecurity use case. Nuno I would highlight the NVIDIA open source NOOA framework, Apache 2.0 licensing agreement, Microsoft contributed the MDASH, SpaceX AI contributed Grok Build. Cool stuff. There’s some cool stuff happening around that. This is more than a letter. This is an alliance. Apparently, they’re contributing all this stuff, we’ll see. Yeah, cool stuff. Same day. Same day, Amodei has an answer, right? Bertrand Yeah, same day. They say, “We never advocated for a ban,” which, again, opinion on my side is entirely bullshit. This guy has been crying wolf against everybody else, and especially against open source. You can see him doing testimony in Congress against open source. I think they are doing everything they can behind the scene to block open source in the US or in the world if they could. I think, yeah, obscurity is not good safety. I’m a big fan of open source in general, and I’m also a big fan in AI. I think it’s now Anthropic, mostly against the rest of the world. I think OpenAI is mostly on their side, to be frank. They don’t want to acknowledge it so much, but they have shared interest, and they have shared probably position. Nuno Why would you? I don’t feel as strongly as you because I think Anthropic is a private company, right? The same thing with OpenAI. OpenAI, you could say it’s a nonprofit that has a for-profit. There’s still that complexity in there. Bertrand No, they can do what they want with their own product. But to block others is where I’m not okay. That’s the part I’m not okay. Nuno What Dario Amodei is proposing is more enforcement, right? He’s basically saying you need to do even tighter controls on advanced chips flowing to authoritarian states, enforcement against industrial-scale distillation, whatever that means, right? Bertrand Yeah, which he could do, but all by himself. He doesn’t need the government to do that. Nuno Mandatory safety testing for all sufficiently capable AI, open and closed, right? He’s basically saying, “Okay, I don’t agree with the open weight stuff effectively,” right? He’s just putting it under a different banner. “I agree with this extra regulation.” then obviously, David Sacks responded and say, “Hey, it’s like, bans don’t work for weights. Why do they work for chips?” It’s like, magically, chips are more controllable and bannable. Whatever that is. Then our friend Mark Zuckerberg, just to be clear, goes on the other side as well, because he also has to have a view. He has to have a view that is the rebuttal of both of the other guys. Bertrand I feel he’s a bit flip-flopping because he was very pro open source 2 years ago, and the latest Meta models went closed source. Now I think he’s back open source. I don’t think he has a very strong spine on the topic, but it’s good to see that he’s not a doomer. That for me is great. He’s showing how AI can be a source for progress, a source for entrepreneurship, source for freedom. I think that’s very exciting to hear that. We need to hear more of it. By the way, that’s not what you hear in China, for instance. AI is very positive in China. It’s in the US with the doomers that you hear this discourse, and people get worried as a result. I’m glad that he was pushing for a more positive vision and for support of open weight, open source initiatives. But let’s see what they really truly open weight going forward. Nuno But that’s been his position because I guess he’s standing behind. He thinks open weight is going to be the best way to compete, right? Bertrand Yeah, but he closed his latest model, so let’s see. Nuno Yeah, so it’s flip-flopping, as you’re saying. Then we see the latest petition from last week. Bertrand The true Empire striking back. Nuno Yeah, the true Empire striking back as of late last week. Maybe this is Return of the Jedi, where we discover the father, “I’m your father, Luke.” That’s the pacing petition. The pacing petition is we need to pace AI. There you have initially employees from OpenAI and Anthropic that circulate this petition. Actually, Dario did sign this petition originally. It wasn’t signed originally by Anthropic, but by him. But you’ve heard that now Anthropic and OpenAI as companies have also signed this petition, right? Bertrand I think they have signed as companies now. It started mostly by Anthropic researchers with some OpenAI researcher and a tiny part from other companies. But it was mostly Anthropic internally led, at least potentially internally. Maybe it was controlled by Anthropic all along, I don’t know. But it started officially as Anthropic employee-led letter. Nuno What does this letter actually say? Is Anthropic and OpenAI, are they willing to slow down themselves? Or are they asking President Trump to go around the world and tell President Xi that he needs to slow down and ask his guys to slow down? What’s the play of this letter? Bertrand It’s crazy, but for me if you want to slow down yourself. Do whatever you want. Don’t force others. Don’t use the power of the government to control others. Of course, it’s easy to push others to slow down when you are yourself at the very top. You have most money, most resource. You know you are going to win any regulatory framework because that’s how it works with this type of framework. It’s purely self-interested. You are probably not thinking well about these topics. If you truly think it’s a good idea, from a personal perspective, you are well instrumentalized if you sign this sort of stuff, because at the end of the day, they would be the winners. I certainly, personally, don’t want a company dictate what is my future in AI as an individual, as a business person. I don’t want them to control me. I want competition. I don’t want them to unfairly control AI because they managed to do some regulatory capture. I feel that’s exactly their game plan. These guys believe in their stuff, and they want the regulator to end up being the one deciding for us. Sorry, we go back again on the opinion piece, but it’s tough not to share an opinion on this topic because it’s, from my perspective, very scary. Nuno I think this is a push to further regulation, not less. All these letters and alliances, this is definitely a push for more regulation. In that environment, just to be very honest with you, we’ll talk about the investor impact in just a bit, et cetera. But in that environment, again, China has a huge advantage. In that environment, if it’s all captured in regulation capture so soon in this battle where OpenAI and Anthropic have an advantage in the US, et cetera, I’m like, what happens to all the other frontier labs and all the other players that are coming around? Bertrand What’s crazy is to even think that, yeah, maybe you can regulate capture in the US. But then how do you do that to Europe? How do you do that to China? Europe probably will always welcome regulatory capture because they love regulations. But China is going to build to their advantage to the max. They are not crazy. They are smart on that perspective, they won’t accept this type of, quite frankly, dimwit argument, or you can call it regulatory capture. We’ll see. But for me, this makes no sense from a global competition perspective. This can make some sense from capturing the revenue in the US market. But then that means you are going to destroy the US AI environment compared to China. That is not acceptable. That also means that you are going to destroy our freedom as individuals, as business owners to develop and live in a business world that ultimately is controlled by one or two business companies that didn’t win the marketplace through their own business success, but won it through regulations. That for me is really not acceptable. Interlude — The Low-Background Books Nuno Now, maybe for an interlude, and we have to cue in the music, imagine like Severance music, like hallway or a bit of a palate cleanser from all the policy stuff that we’ve been talking about, all this policy heaviness. Let’s move to another kind of heaviness, one of your favorite topics, which you, Bertrand, discovered, I had no clue this was going on, around books and around Anthropic. Bertrand It’s so horrible. From a company that keeps presenting themselves as the adults in the room, the careful ones, the ones that know better than you about what to do in this complex AI and dangerous world. What we discover is that actually all along, they were buying and destroying books. They will buy books, scan them, destroy them, all of them. They will do that with any books, including rare books. Of course, this was not supposed to come to the public’s attention. This was one of these top secret projects, but obviously it came out. Yes, they were scanning books, millions of them, including rare books, and they didn’t care about destroying them at the end of the process. Because from a regulatory perspective, if you destroy the books, it’s not considered a copyright infringement, apparently. This is coming on the back of some judgment a few years ago that were showing that it’s okay for you as a corporate to scan and use the result if you don’t keep a copy of the book. It’s one of these crazy regulations happening based on a single judgment that push you to do. For me, it’s like, you know this book from decades ago, Fahrenheit 471? We’re talking about book burning. It’s book destroying, crunching. It’s so shocking. Nuno There are two things, right? First, the legal strategy, which is what you’re saying, because by purchasing a physical copy and converting it into one private digital copy and discarding the original, Anthropic pursued this cleaner legal argument for fair use copyright compliance. As you said, there was a federal judgment at some point on this. The other reason is actually operational. If you disassemble the book, and you feed loose pages, it’s much faster to scan books. You are destroying the book effectively anyway operationally. I think to your point, probably this came from a legal standpoint, not just the operational one. But even from an operational standpoint, it does make sense that they would have disassembled the book. Bertrand But some people have shown you can go very fast without destroying the book. It’s really not so critical. Two, you could make an exception if the book is rare. For that 1% of book that is rare, I’m not going to have this approach. I’m going to have another approach. But for that, you will have to care about books and not just care about building AI. Nuno This is the episode, as you guys have heard by now, that we’re trying to spit stuff at Anthropic. Bertrand To go back this is the same company saying, “Hey, guys, it’s bad to distillate my work. I’m the one scanning book at scale without asking author permission, without asking publisher permission, to be clear.” Nuno But just to be clear, Bertrand, we’re pissed off at everyone. We’re pissed off at Anthropic, we’re pissed of at OpenAI as well, right? We’re just pissed off in general at this moment. Bertrand At this stage for me, the more clear-cut company that is in the wrong is, from my perspective, at least, is Anthropic. OpenAI might be a fast follower, but I will say so far, they tried to be a bit more. Nuno But at this pace, Bertrand, who knows? Maybe next week we’ll be more pissed off at OpenAI. Something will come out. This episode is a mix of tragicomedy, like a Greek tragedy with some comedy in the middle or the other way around. It’s a slapstick thing that will end up in tragedy. I’m not sure. The Investor Reckoning Anyway, maybe switching to our final act, which is the investor perspective. What does this mean for investors like ourselves? There’s a lot of things going on. There’s the debate around the IPOs of Anthropic and OpenAI, which now, with all this uncertainty, might be under significant weight. There’s a lot of other discussions that we browsed through that there’s potential IPOs going forward on companies like the Moonshot AI company actually IPO-ing in the next 6 months as well. It’s very unclear what the IPO landscape looks like. Bertrand There’s been a lot of Chinese IPOs, actually, when you look at what’s happened in the past few months. Nuno Anthropic, OpenAI as potential IPOs, there’s all this question marks now. When will that happen? How will it factor in? All that’s happening around regulation as regulation is moving at the speed of light, which is for once something that’s very different than what we’ve seen before. There’s obviously SpaceX AI, which is already taking into account that price. It’s already a public company in there, and it’s under SpaceX, which is now a public company. Obviously, that’s already being factored in some ways. Bertrand Yeah. SpaceX AI has been very smart to acquire Cursor. It was a very smart move because Cursor is one of the leading companies in terms of automated code source development with AI. They had great models on their own. They’re bringing development data to SpaceX AI Grok. I think it was a great move. Nuno We have now people like Google delaying Gemini 3.5 Pro in terms of launch window. There’s stuff actually happening in the market where things are taking their own path. There’s uncertainty commercially, there’s uncertainty at regulation level. You have new players that have come out of nowhere that are making all these waves like Moonshot. We have all these… We had calculated probably a month and a half, 2 months ago, there had been 67 new frontier labs funded. All of these, we haven’t seen any much coming out of them. When some of this stuff starts coming out, will that also create disruptions in this market? Who knows? Bertrand Look at Thinking Machines, for instance. Thinking Machines led by the previous CTO of OpenAI, they released some pretty interesting open source models, actually. Very good quality for a first launch. Now it looks funny to say, but nearly on par with the top Chinese open source models. Nuno We have several investments in the space. humans& has made some recent announcements, which is quite interesting as well. We’ll see what actually happens in the market, but even more disruption probably will come in actual products in a form of product and commercial, on top of all the geopolitical mess that we discussed through the entire episode. If you’re an investor, how the hell do you underwrite an investment right now in early stage, mid-stage, late stage, et cetera? I think my answer is very carefully is how you underwrite it. Bertrand On your advice of being very careful to underwrite it, let’s not forget what happened to our boy wonder, Leopold Aschenbrenner of Situational Awareness. I guess he didn’t listen to you in terms of being careful because part of the instability in the stock market was actually coming from his hedge fund. These guys were leveraged 3, 4x going after the hottest of the hottest AI stocks, and margin calls, and all their public investment is gone just to answer their margin calls. I think it’s clear that the AI bet is… Personally, I’m very excited, and I think it’s the future, and you need to spend time and think about and invest in it. At the same time, it’s a bet that is not an easy one to follow. We go from GPUs to memories to equipments to power generation. All of this is not transitioning in an easy, organized manner. It would be boom and bust going there. He’s probably one of the first big-scale fatalities. The other big-scale fatality was the stock market in Korea, plunging 40% in a month. Definitely, all of that we discussed about was, on the background, you had the stock market going up and down pretty crazily the past few weeks. Nuno Everyone’s being affected. Everyone, you have your 401(k), you have your pension fund dependent on these equity stocks. Everyone’s seeing the effects of this volatility right now very aggressively. We do wish Leopold… Hopefully he’s on honeymoon right now because he got married, I think, this weekend. Hopefully there will be… Bertrand To none less than an Anthropic Chief of Staff. Nuno His wife is the Chief of Staff of Dario, is that it? Bertrand To Dario, yes, as far as I unders

After the week began with oil surging on new violence in the Middle East and yields up, investors await July job openings data and earnings later from Dell and Palo Alto Networks. 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 their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market 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. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. 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 see schwab.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. 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. 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. 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. (0130-0926) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Het kabinet krijgt de begroting voor volgend jaar op tijd rond, maar zonder steun van de oppositie en met zichtbare spanningen binnen de coalitie. De stukken liggen nu bij de Raad van State, die de plannen doorrekent voordat ze op Prinsjesdag openbaar worden. Tot die tijd blijft onduidelijk welke keuzes het kabinet maakt in onder meer de sociale zekerheid en box 3, terwijl nieuwe onderhandelingen met oppositiepartijen onvermijdelijk lijken. In de transportsector ontwijken bedrijven accijnzen door in het buitenland goedkope diesel te tanken en die brandstof illegaal over te hevelen naar vrachtwagens die in Nederland rijden, blijkt uit onderzoek van BNR. Pomphouders in de grensstreek spreken van een wijdverspreid fenomeen, terwijl de Douane geen cijfers geeft over sancties of boetes. De praktijk levert naast gemiste belastinginkomsten ook veiligheidsrisico’s op door grote hoeveelheden brandstof in omloop. Bij Apple breekt een nieuw tijdperk aan nu John Ternus Tim Cook opvolgt als CEO, terwijl Cook als uitvoerend voorzitter aan boord blijft. Ternus, jarenlang verantwoordelijk voor hardware, moet de koers bepalen in een markt waarin Apple financieel sterk is maar achterloopt in de AI-race. Beleggers kijken ondertussen naar tech- en chipbedrijven als Shein, Palo Alto Networks en Dell, waar hoge verwachtingen en sterke koersbewegingen de stemming op de beurs bepalen. Deze omschrijving is met AI gemaakt en gecontroleerd door een BNR-redacteur. Over deze podcast BNR Nieuws Vandaag is de podcast met daarin BNR Ochtendnieuws en BNR Avondnieuws. Je krijgt ’s ochtends vroeg en aan het einde van de werkdag in 20 minuten het belangrijkste nieuws van de dag. Abonneer je via bnr.nl/podcast/bnrnieuwsvandaag, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live.See omnystudio.com/listener for privacy information.

L'intelligence artificielle pourrait bientôt permettre de lancer des cyberattaques à une vitesse et à une échelle impossibles pour une équipe humaine. Et cette fois, l'avertissement vient directement des entreprises qui fabriquent ces IA.Bonjour à toutes et à tous. OpenAI, Anthropic, Google, Microsoft, Cloudflare, CrowdStrike ou encore Palo Alto Networks font partie des 128 organisations qui viennent de signer un appel commun pour renforcer d'urgence la cyberdéfense. Leur message mérite toutefois d'être précisé : elles ne disent pas que les protections actuelles vont soudainement s'effondrer. Elles affirment que le statu quo ne suffira plus. Trop de systèmes reposent encore sur des logiciels non corrigés, des mots de passe faibles, des droits d'accès excessifs ou simplement des années de dette technique.Le changement, c'est que l'IA peut désormais industrialiser la recherche de ces faiblesses. Un agent autonome peut examiner du code, identifier une vulnérabilité, préparer son exploitation et recommencer sur des milliers de cibles. Ce n'est déjà plus seulement théorique. Google affirme avoir identifié pour la première fois un groupe malveillant utilisant une faille inconnue, une « zero-day », dont l'exploitation aurait été développée avec l'aide de l'IA. De son côté, OpenAI estime que ses modèles approchent un niveau où des capacités cybernétiques critiques ne peuvent plus être exclues. L'entreprise évoque même à terme des attaques largement autonomes.Le paradoxe, c'est que la même technologie peut travailler pour les défenseurs. Microsoft utilise par exemple des agents pour rechercher automatiquement des vulnérabilités. OpenAI développe des modèles spécialisés capables d'aider à analyser du code ou à valider des correctifs. En France, YesWeHack propose déjà des tests d'intrusion réalisés en partie par des agents autonomes.Une véritable course de vitesse commence donc : qui, de l'attaquant ou du défenseur, automatisera le plus vite ? L'Europe tente également de durcir les règles. Dès le 11 septembre, le Cyber Resilience Act imposera notamment aux fabricants de signaler sous 24 heures certaines vulnérabilités activement exploitées. Mais la France accuse toujours du retard dans la transposition de NIS2, au point d'avoir été renvoyée devant la Cour de justice de l'Union européenne en juillet. Pendant longtemps, une faille informatique pouvait rester discrète faute d'un pirate suffisamment compétent pour la trouver. Avec des millions d'agents IA capables de chercher en permanence, cette sécurité par l'oubli pourrait disparaître. La cybersécurité entre dans une époque où les machines attaqueront les machines, et où le véritable avantage sera de corriger avant qu'elles ne trouvent. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Original ⁠https://youtu.be/3au98qufT4E ⁠NEWS TRADER - Próximo Curso Intensivo en Vivo | Agosto 2026 - Cómo Interpretar las Noticias que Mueven al Mercado Global. Más Info Aquí!

San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia's quarterly earnings and the inference chip market, and Emerald AI CEO Varun Sivaram about raising $150M at a $1.05B valuation to solve the AI data center power crunch. Lastly, we get into Bill Gates's dire warning on AI job losses and Palo Alto Networks' mega M&A pipeline with Microsoft Reporter Aaron Holmes, followed by commentary on startup acquisition premiums from Editor-in-Chief Jessica Lessin and exclusive reporting on OpenAI departures and Hugging Face's $13B acquisition talks with Applied AI Reporter Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/articles/big-tech-suddenly-paying-startupshttps://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networkshttps://www.theinformation.com/briefings/exclusive-second-openai-sales-exec-return-salesforceSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction00:01 - Meta Settles Landmark Social Media Case00:11 - Nvidia Earnings Preview & The Inference Shift00:21 - Emerald AI Hits Unicorn Status Amid Grid Backlash00:29 - Bill Gates AI Warning & Palo Alto Networks M&A00:39 - Big Tech's New AI M&A Premium00:41 - OpenAI Exits to Salesforce & Hugging Face's $13B Talks

Most teams use AI to do the same work faster, which Nav compares to building a faster photocopier. In this episode of Content Amplified, Navneet Singh, Chief Marketing Officer at Eightfold AI, explains what happens when you aim AI at outcomes that were never possible in the first place. Nav walks through Mira, Eightfold's marketing intelligence and response architect: an agent that takes an ICP, campaign goals, and a timeframe, then generates a full campaign blueprint with social, PR, analyst relations, and paid media components, cutting campaign execution from 10 weeks to 3 days. He shares how sales call insights from Clari Copilot feed the agent, how recursive learning improves campaigns after launch, and why the marketer's job shifts to goals, judgment, and orchestration. His biggest lesson: the hardest part of AI adoption is not the AI or the tools, it is the knowledge architecture that feeds it. If you want a practical picture of agent-driven marketing, start here.About NavNavneet Singh is the Chief Marketing Officer at Eightfold AI, the talent-intelligence platform with customers in more than 100 countries. He spent the first 16 years of his career in product management at Deloitte, Oracle, Cisco, and startups, building product lines up to a billion dollars. He then moved into marketing and spent 10 years building the marketing function at Palo Alto Networks as the company grew from 2,000 to nearly 20,000 people. He joined Eightfold AI as CMO six months ago.Show NotesConnect with Nav on LinkedIn: https://www.linkedin.com/in/nasingh/Text us what you think about this episode!

Cloudflare is growing 30%+ a year — but our supply chain mapping shows a warning sign most investors are missing.In this deep dive, we map the entire CDN supply chain — from hyperscaler and neocloud infrastructure down to enterprise software and e-commerce end markets — using our new Custom Supply Chain research tool. We break down where Cloudflare, Akamai, and Fastly actually sit relative to vertically integrated competitors like AWS, Microsoft, and Google, all of whom now run in-house CDNs.We cover how neoclouds like CoreWeave and Nebius fit into the AI infrastructure picture, why DigitalOcean's CDN relationship with Cloudflare matters, and which enterprise software names (Salesforce, ServiceNow, SAP, Palo Alto Networks) rely on which providers. Then we use the mapping to evaluate competitive positioning, pricing power, and where profit is actually accruing in the data center and cloud infrastructure ecosystem.If you're researching Cloudflare, Akamai's turnaround potential, or Fastly's multi-CDN diversification thesis, this framework will change how you evaluate these names.Members of Semiconductor Insider get our complete company-by-company research, valuation models, and portfolio allocation notes on Cloudflare, Akamai, and Fastly, plus weekly live Q&A and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI owns shares of Cloudflare.

An adversary's numerical advantage is something Australia faces across all domains, but the cyber domain is one area where Australia can offset that advantage, building true asymmetric capabilities. The cyber battlespace has undergone a step change with the arrival of frontier AI models. What took penetration testers two years to accomplish, Tom Scully from Palo Alto Networks completed in three weeks when paired with Claude's Mythos model. That compression has collapsing vulnerability windows and forces a fundamental rethink of how Defence operates its security operations centres. The asymmetry cuts both ways. Attackers now possess tools that dramatically compress exploitation timelines. But for the first time in cyber space, defenders can achieve parity through agentic AI – autonomous agents embedded in security operations that multiply human operator capacity by orders of magnitude. Palo Alto's own security operations centre covers 23,000 users across eight data centres and 85,000 customers with just 15 people across two global locations operating 24/7/365. That scale is impossible without AI and machine learning disciplined into an integrated platform. Now, agentic AI adds the next layer: individual security operators deploying multiple AI agents to handle discrete tasks – network analysis, endpoint evaluation, reverse engineering – each agent maintaining human oversight yet operating with delegated authority. The critical challenge is governance. Only 6 per cent of organisations possess AI governance frameworks. Scully emphasises that the framing is not about free will; it resembles a military command structure. Commanders delegate authority, set rules of engagement, define reporting protocols and remain accountable for outcomes. AI agents operate identically – given clear direction, guardrails and escalation paths. Australia must urgently establish governance standards aligned to ISO 42001 or NIST frameworks, then enforce those standards through security tooling. Without that foundation, organisations will struggle to defend against attackers armed with frontier AI. The decisive question is not whether to deploy agentic AI, but whether Defence can implement it faster than adversaries exploit the window before our cyber defences mature. Enjoy the podcast, The Defence Connect Spotlight team

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 »

Defending a DSO against cybercriminals requires far more than robust cybersecurity—it demands proper insurance coverage and timely legal guidance. In Episode 4 of the Dental Cyber Watch Live podcast, Bill Neumann (CEO of Group Dentistry Now) hosts a cyberattack simulation with Gary Salman (CEO of Black Talon Security), Carrie Millar (VP of Business Development at Dentist Insurance Services), and Brittany Cambre (Partner at Grubman Warner Berry). Together, the panel unpacks the complex operational, legal, and financial decisions dental organizations face when responding to a ransomware incident. The First 24 Hours: Why initial response decisions dictate long-term financial and legal risk. Legal Shielding: Establishing attorney-client privilege before internal missteps are documented. Cyber Insurance Pitfalls: Policy exclusions, coverage gaps, and where not to store your policy file. The Extortion Dilemma: Dark web negotiations, OFAC compliance checks, and the reality of 3-to-6-month recovery timelines. Industry News & Strategic Partnerships The episode opens with major industry developments, including a strategic partnership between Black Talon Security and Henry Schein One Tech Central. Through this alliance, Henry Schein One will deploy Black Talon's EAGLEi™ cyber risk management platform, providing automated vulnerability detection and remediation across dental networks.   The panel also discusses recent security breaches targeting prominent organizations like 1-800-DENTIST and DentaQuest. These incidents reinforce a stark reality: cybercriminals indiscriminately target dental entities of all sizes. Salman references recent comments from Palo Alto Networks' CEO highlighting the vulnerability of dental and medical infrastructure, emphasizing that healthcare represents one of the nation's highest-risk sectors.  The First 24 Hours, Evidence Preservation, and Legal Privilege In the simulation, a practice manager discovers a ransom note on a Monday morning. Initial reactions often involve IT attempting quick fixes—a mistake that can destroy digital evidence or overwrite firewall logs critical to proving whether Protected Health Information (PHI) was exfiltrated. Cambre emphasizes bringing in data privacy counsel immediately within the first 24 hours to cloak forensic investigations and internal discussions under attorney-client privilege: "A lot of things are said in the heat of the moment that you wish were never reduced to writing... 'We didn't do X, Y, or Z,' or 'This was done incorrectly and now we are facing the consequences of that.' All of that stuff becomes fodder for plaintiff's attorneys to be like, 'See, you knew you did something wrong.'" — Brittany Cambre Insurance Strategy & Coverage Gaps Millar notes that only 30% to 40% of dental practices carry standalone comprehensive cyber insurance, with many relying on basic malpractice endorsements that lack third-party liability or extortion coverage. She also cautions practices against storing policy documents on their local network: "When we set the policies up, we say to people, 'Please do not save your cyber insurance policy on your computer,' because that's one of the first things that the hackers will look for. If they know your policy limits, that's exactly what they're going to ask for first." — Carrie Millar Furthermore, Millar cautions that a policy limit acts as "one bag of money" shared across forensic investigations, extortion payments, and subsequent legal defense. Without realizing how costly even a small cyberattack can be, organizations routinely operate under a false sense of security, discovering too late that their coverage falls far short. Check out this Group Dentistry Now article by Carrie Millar for more insights: Commercial Insurance Loss Trends in the Dental Industry  Extortion, Compliance, and Class-Action Lawsuits When backups are encrypted, organizations are forced to negotiate ransom demands on the dark web. Cambre highlights that counsel uses negotiations as a stall tactic to gather "proof of life" (verifying stolen data) while completing Office of Foreign Assets Control (OFAC) checks to ensure funds do not go to sanctioned entities. Even after paying or receiving decryption keys, recovery is rarely instantaneous. Wiping infected workstations, rebuilding servers, and re-integrating practice management, imaging, and revenue cycle software takes significant time: "It's not a two or three week problem... In many of these cases, there's tremendous pain for three to six months. It's just the reality of it." — Gary Salman Cambre adds that class-action lawsuits are filed with "near mechanical regularity" following public breach reports on regulatory portals. Salman concludes that executive leadership—not just IT vendors—must maintain active visibility into cyber risks, maintain an incident response plan, and test security controls regularly. The Path to Cyber Resilience To safeguard their future, DSO leadership must pivot from reactive IT maintenance to proactive, board-level risk management. True resilience requires a unified strategy, leveraging real-time security metrics and robust prevention controls while maintaining comprehensive cyber insurance and pre-established legal counsel to ensure the organization is prepared to navigate the complexities of the modern threat landscape. If you're unsure of where your organization stands today, schedule a cyber risk review.  Introducing ONIX Alliance, Healthcare Technology Leaders Exchange ONIX Alliance allows healthcare technology executives from single practices to massive multi-site health systems to knowledge share on what works within their organizations regarding AI deployment, cybersecurity defenses, cloud infrastructure, and the challenges of managing complex EHR platforms. Read the press release to learn more. DSO leaders can express interest in joining the community by visiting onixalliance.org. Thank you to our guest panelists: Carrie Millar, VP of Business Development, Dentist Insurance Services Carrie Millar is a self-proclaimed insurance nerd who somehow convinced people that reading insurance policies for fun is a perfectly normal career. With more than 20 years of experience helping dental practices manage risk, she loves turning confusing insurance language into plain English and helping clients sleep a little better at night. She is part of the leadership team at Dentist Insurance Services/FDA Services, a boutique insurance agency specializing exclusively in the dental industry. The agency focuses on serving dental practices, multi-location groups, and DSOs across the country and is proud to be the self-proclaimed nation's largest insurance brokers dedicated exclusively to dental practices. Brittany Cambre, Partner, Grubman Warner Berry Brittany Cambre advises healthcare providers and organizations on HIPAA compliance and data privacy matters, with a particular focus on breach and incident response. She regularly assists clients in responding to cybersecurity incidents and data breaches, guiding them through regulatory notification requirements, government and internal investigations, and potential litigation. Her approach emphasizes rapid response, risk mitigation, and practical solutions that allow healthcare organizations to continue operations while addressing regulatory and enforcement concerns. Grubman Warner Berry is a full-service litigation firm that is uniquely positioned to assist clients from small "mom & pop" businesses to Fortune 500 companies and everyone in between. 

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.

Send us Fan MailAI isn't just changing software, it's rewriting the rules around hardware, regulation, and power. We start with a report that the FCC is moving to restrict Chinese-made optical transceivers used in US AI data centers, and we unpack the real-world tradeoff between supply chain security concerns and the very practical problem of capacity. If you pull a key part out of the 800G optics market overnight, who actually fills the gap, and what breaks first?From there, the geopolitical mirror flips: China announces a cybersecurity review of Palo Alto Networks products with little detail, raising the uncomfortable question of when “security reviews” become economic leverage. Then we zoom out to the physical footprint of AI, where hyperscale data center projects are meeting environmental scrutiny and voter backlash. New York pauses permits to build a regulatory framework, and AWS withdraws a massive Maryland proposal even with major power nearby, signaling how quickly politics and community pressure can change the cloud roadmap.We close with the security stories that tie it all together: a proof-of-concept showing how an AI-enabled email assistant can supercharge business email compromise, reports of an autonomous agent breaking containment and hammering third-party services at machine speed, and a new US push to let “vetted” private companies conduct offensive cyber operations under federal direction. If you care about AI governance, cybersecurity, AI transparency, the EU AI Act, or the future of data centers, this one connects the dots.Subscribe for the monthly news rundown, share this with a friend who builds or secures AI systems, and leave a review with your take: where do you think the biggest risk really is?Check out the Monthly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

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

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

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)!

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.

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