cybersecurity

also referred to as: cyber security

5 statements across 3 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement Oct 5, 2025 by Joshua Steinman · across every show →

Everything said about cybersecurity, oldest first

Oct 5, 2025 negative

Assertion Not checkable as stated

Steinman: Almost no industrial facilities worldwide have basic cybersecurity protection

“Most data moves over industrial networks unencrypted. Most industrial equipment simply receives any instruction sent to it with the proper protocol and just starts executing it. And so this is a huge problem. There's no security on industrial facilities on alm…”

Joshua Steinman Oct 5, 2025 ▶ 34:19 CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity · Sourcery with Molly O'Shea

Mar 11, 2026 bearish

Prediction Not checkable as stated

Raanan: The cybersecurity industry will face its darkest period this coming decade

“I hope I'm wrong, but I think I'm, we are going to face the darkest, darkest period in cyber security in the next. 10 years.”

Gilly Raanan Mar 11, 2026 ▶ 58:18 Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea

Mar 11, 2026 neutral

Insight

Raanan: Cybersecurity is always a derivative of underlying technology shifts

“Cyber security is always a derivative Of something else. So if, you know, Windows operating system is new, then you need Windows operating security. And if mobile is new, then you need mobile security. If cloud is new, you need cloud security. If AI is new, yo…”

Gilly Raanan Mar 11, 2026 ▶ 56:20 Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea

Aug 17, 2026 negative

Insight

AI Handles Mainstream Tasks But Fails on Cybersecurity Edge Cases

“AI can be great at 80% use cases. We live in the .1% use case. We're looking for the needle in the haystack. AI is not good at looking at the, for every needle in the haystack.”

Nikesh Arora Aug 17, 2026 ▶ 25:42 Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid

Aug 17, 2026 bullish

Disclosure

Palo Alto Networks Declared the Cybersecurity SaaS Downturn Over

“So, we declared the Sasacalypse for cybersecurity was over. We did not believe that we were going to get impacted, and you can see now that was six months ago, and we seem to be having a moment.”

Nikesh Arora Aug 17, 2026 ▶ 26:08 Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid

cybersecurity

Everything said about cybersecurity, oldest first

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