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The creator discusses the growing security risks posed by AI and identifies six cybersecurity companies tha...

Sep 15, 2026

The creator discusses the growing security risks posed by AI and identifies six cybersecurity companies that are well-positioned to address these threats.

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RBRKBullishMedium ConvictionSignal-backedPrimary

Rubrik is recommended as a critical recovery layer for data when other security measures fail.

PANWBullishMedium ConvictionSignal-backedPrimary

Palo Alto Networks is highlighted for its CyberArk deal, which helps protect identities used by AI agents.

NETBullishMedium ConvictionSignal-backedPrimary

Cloudflare is recommended for its ability to filter traffic before AI-scale attacks reach the network.

ZSBullishMedium ConvictionSignal-backedPrimary

Zscaler is noted for its role in zero-trust access, which is becoming the default for AI-era networks.

OKTABullishMedium ConvictionSignal-backedPrimary

Okta is recommended as identity becomes the new security perimeter in an AI-driven world.

CRWDBullishMedium ConvictionSignal-backedPrimary

Crowdstrike is highlighted for its ability to monitor devices in real-time as security threats evolve.

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