Zscaler CFO on Next-Gen Cybersecurity, How AI Models Expose Vulnerabilities & the Software Selloff

Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture.

00:00 Kevin Rubin, CFO of Zscaler, Joins
01:19 What Zscaler does: zero trust cybersecurity explained
02:08 Castle and moat vs. doomsday bunker: the zero trust architecture
04:34 Zscaler's customer base
05:56 Project Glasswing: partnering with Anthropic on vulnerability research
06:35 How frontier AI models find security vulnerabilities at machine speed
09:03 Why Zscaler's stock is down 40% despite AI partnerships
11:32 Ad break: KeyBank
12:17 Using AI internally
14:18 International expansion
16:46 M&A strategy
18:42 Acquisition multiples and the AI premium
19:27 How Zscaler evaluates ROI on acquisitions
20:45 Earnings results
22:50 The war for enterprise sales talent
24:36 Capital allocation
25:25 Outro and upcoming episodes

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