Zscaler CEO and CFO: 'Rogue AI' risks are an opportunity of a lifetime for cybersecurity
TiernanRayTech · x · 2026-10-20
- The author interviewed Zscaler CEO Jay Chaudhry and CFO Kevin Rubin on why the stock lags Cloudflare, CrowdStrike, and Palo Alto.
- Core thesis: enterprises figuring out AI are buying a lot more cybersecurity technology, and "rogue AI" risks could be a major tailwind. In the accompanying graphic, the CFO frames revenue targets: $8B on continuing drivers today, $10B if the market acknowledges their uniqueness.
- Enterprise AI adoption intersecting with the cybersecurity market.
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