Feb. 20 at 9:07 PM
$PANW Why cyber is less at risk from AI than generic SaaS
World Economic Forum, cloud security orgs, and banks are all flagging AI as a major new risk driver, especially AI agents and AI‑assisted attacks that move faster than humans can respond.
Those same reports argue cybersecurity is one of the few software segments that should structurally benefit: AI expands the attack surface and speed, so organizations must spend more on prevention, detection, and automated response.
Analysts specifically highlight cyber (PANW, CRWD, ZS, etc.) as likely winners from AI, not victims, because they can embed AI into their platforms and sell “AI‑for‑defense” against “AI‑for‑attack.”
