Full episode and show notes

Security Money: The Index Explodes, as the History of AI Teaches Us About Investments – John Willis – BSW #464

AI is all the hype, but we’re currently stuck at the bottom of the ‘J’ curve. Wild enthusiasm has given way to the reality of costs, benefits, and risks. What’s next for AI and companies looking to capitalize on the AI trends? John Willis, author, researcher, and technology industry veteran, joins Business Security Weekly to discuss AI’s impact on fundraising. John explores what the history of AI can teach us about the current moment, including how to separate genuine technological transformation from hype and better understand where AI may take us next. Next, it’s time for Security Money. The Index is exploding upwards as the markets continue to climb. Both the Index and the NASDAQ, hit all...

Full Segment Notes

AI is all the hype, but we're currently stuck at the bottom of the 'J' curve. Wild enthusiasm has given way to the reality of costs, benefits, and risks. What's next for AI and companies looking to capitalize on the AI trends?

John Willis, author, researcher, and technology industry veteran, joins Business Security Weekly to discuss AI's impact on fundraising. John explores what the history of AI can teach us about the current moment, including how to separate genuine technological transformation from hype and better understand where AI may take us next.

Next, it’s time for Security Money. The Index is exploding upwards as the markets continue to climb. Both the Index and the NASDAQ, hit all time highs. The Business Security Weekly crew breaks down funding, acquisitions, and performance of both the public and private markets.

The Security Weekly 24 Index is made up of the following pure play public security companies:

SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc

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Guest
Author at Botchagalupe Technologies

John Willis is an author, researcher, and technology industry veteran with more than 40 years of experience exploring how emerging technologies transform organizations and the people within them. He is the co-author of the bestselling The DevOps Handbook and is widely recognized as one of the foundational figures of the DevOps movement.

His latest book, Rebels of Reason: The Long Road from Aristotle to ChatGPT and AI’s Heroes Who Kept the Faith, tells the human story behind artificial intelligence, tracing centuries of ideas, breakthroughs, and unconventional thinkers who made today’s AI revolution possible. Through Rebels of Reason, John explores what the history of AI can teach us about the current moment, including how to separate genuine technological transformation from hype and better understand where AI may take us next. He is also the author of Deming’s Journey to Profound Knowledge and regularly speaks and writes about AI, systems thinking, organizational learning, and technological change.

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