Jay Chaudhry Zscaler CEO on tackling AI's Agentic shift

Summary

Jay Chaudhry, CEO of Zscaler, discusses how AI and agentic AI are changing cybersecurity by making attacks faster and more automated. He explains Zscaler's strategy of integrated platform security, massive data scale, and selective M&A in AI security. He also highlights new capabilities like Zero Trust Security Exchange to monitor rogue AI agents. The interview covers demand trends, consolidation, and competitive positioning in cybersecurity.

• Jay Chaudhry says AI is turbocharging cyberattacks and automating attacker tools.
• Zscaler is embedding AI across its security portfolio and expanding Zero Trust Security Exchange.
• The company processes over half a trillion transactions daily, which supports AI model training.
• Chaudhry expects many funded AI security companies to be acquired or sold.
• Zscaler plans selective M&A and recently bought red-teaming and agentic security operations.
• He argues integrated platforms are necessary over point products or unintegrated roll-ups.
• A key concern is whether enterprises will adopt new security technology fast enough.