No Software Is Safe Anymore

2026-08-11 · 4 company · 4 thematic

sentiment

2 bull0 bear2 neu

speakers

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

david hoffman

Co-host of Limitless Podcast; contributes to discussion on modular power solutions and regulatory bottlenecks for data center energy deployment.

josh kale

quote

“Companies like CrowdStrike and Palo Alto Labs, they've had their best quarters on record ever uh because defense is going to be such a large problem.”

—ejaaz

now playing · $CRWD · $PANW

$CRWD···bullish· mediumejaaz

CrowdStrike posts record quarters as AI-driven cyber threats surge

AI-powered offensive cyber capabilities are creating massive demand for autonomous defensive security, driving record revenue for leading platforms.

$PANW···bullish· mediumejaaz

Palo Alto Networks benefits from AI-driven cyber defense demand

Escalating AI-powered attacks are forcing enterprises to adopt autonomous security platforms, boosting top vendors.

$LEDGERneutral· lowdavid hoffman

Ledger launches Agent Stack for AI agent security management

Ledger's Agent Stack provides open-source tools for human-in-the-loop approval of AI agent actions, addressing security concerns from autonomous agent swarms.

$NVDA···neutral· lowjosh kale

Nvidia Blackwell to Rubin transition signals next AI compute leap

Nvidia's upcoming Rubin architecture will further accelerate AI capabilities, potentially enabling more sophisticated agentic attacks.

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▶ 19:58 · $CRWD · $PANW · No Software Is Safe Anymore

episode briefing

Limitless Podcast