Security Weekly - A CRA Resource: Security Money: The Index Explodes, as the History of AI Teaches Us About Investments - BSW #464

AI is all the hype, but we're currently stuck at the bottom of the 'J' curve. Wild enthusiasm has given way to the reality of costs, benefits, and risks. What's next for AI and companies looking to capitalize on the AI trends?

John Willis, author, researcher, and technology industry veteran, joins Business Security Weekly to discuss AI's impact on fundraising. John explores what the history of AI can teach us about the current moment, including how to separate genuine technological transformation from hype and better understand where AI may take us next.

Next, it’s time for Security Money. The Index is exploding upwards as the markets continue to climb. Both the Index and the NASDAQ, hit all time highs. The Business Security Weekly crew breaks down funding, acquisitions, and performance of both the public and private markets.

The Security Weekly 24 Index is made up of the following pure play public security companies:

SAIL Sailpoint Inc
PANW Palo Alto Networks Inc
CHKP Check Point Software Technologies Ltd
RBRK Rubrik Inc
GEN Gen Digital Inc
FTNT Fortinet Inc
AKAM Akamai Technologies Inc
FFIV F5 Inc
ZS Zscaler Inc
OSPN Onespan Inc
LDOS Leidos Holdings Inc
QLYS Qualys Inc
NTSK Netskope Inc
TENB Tenable Holdings Inc
OKTA Okta Inc
S SentinelOne Inc
NET Cloudflare Inc
CRWD Crowdstrike Holdings Inc
NTCT NetScout Systems Inc
VRNS Varonis Systems Inc
RPD Rapid7 Inc
FSLY Fastly Inc
RDWR Radware Ltd
ATEN A10 Networks Inc

Visit https://www.securityweekly.com/bsw for all the latest episodes!

Show Notes: https://securityweekly.com/bsw-464

00:00:00 Welcome to Business Security Weekly with John Willis
00:04:18 How AI Disrupts Fundraising and Drives Acquisitions
00:09:37 The Challenge of AI-Generated Code and Market Moats
00:18:33 Managing AI Risk: Human in the Loop and Accountability
00:35:07 The Security Weekly Index Outperforms the NASDAQ
00:41:20 Public Market News and Post-Quantum Security Investments
00:46:27 Consolidation and Critical Infrastructure Security Challenges
00:51:42 Private Market Trends and Agentic AI SOC Failures