Core Insights - The founder of 360, Zhou Hongyi, highlighted two major pain points of large models in enterprise applications: insufficient reasoning ability and lack of independent operational capability [1] - Zhou indicated that the reasoning ability has significantly improved over the past year, while the independent operational capability needs to be addressed through intelligent agents [1] - A clear evolution path for intelligent agents was revealed, including L1 chat assistants, L2 low-code workflow agents, L3 reasoning intelligent agents capable of autonomous task planning, L4 multi-agent swarms, and L5 intelligent agents that create other intelligent agents [1]

此外，ISC.AI 2025大会还将打造20余场技术及产业论坛，输出国家、经济、社会、企业的观点，助力 智能体时代数字安全的跃迁升级。 ISC.AI一直致力于行业未来新质人才的培育，践行产教融合的发展理念。本届大会覆盖从底层技术认知 到前沿应用实战的全流程，打造"讲、训、练"三位一体的完整生态链条，通过系统化设计实现知识传 授、技能培训与实战演练的衔接。 8月6日至7日，ISC.AI 2025第十三届互联网安全大会将在北京启幕。作为全球"安全+AI"领域规格高、 规模大、影响力深远的行业盛会，本届ISC.AI以"ALL IN AGENT"为主题。 据悉，ISC.AI 2025大会设置一场全天候未来峰会，汇聚全球顶尖的AI与安全专家，从学术界的权威学 者到企业界的创新领袖，从知名机构的专业分析师到政府智库的战略专家，或深耕理论研究，或引领技 术突破，或提供决策参考，共同推动着行业变革与知识创新。 届时，ISC名誉主席邬贺铨，中国工程院院士、英国皇家工程院院士陈清泉，俄罗斯工程院外籍院士、 苏州大学机电学院院长孙立宁，教育部高等学校网络空间安全专业教学指导委员会秘书长封化民等学术 领军人物将分享前沿行业洞见；36 ...

KnowBe4, a Vista Equity Partners-owned internet security platform, is cutting its borrowing costs by refinancing about $1.46 billion of private debt through the leveraged-loan market https://t.co/d2CZuTYBO1 ...

The world’s largest internet security provider just defaulted to blocking AI crawlers—and lets publishers set a price for scraping. https://t.co/hbiu78HXZ3 ...

Financial Data and Key Metrics Changes - The company has reset its long-term growth expectations, projecting about 10% growth for its security segment due to product maturity and market saturation [15][16] - The company anticipates a 30% to 35% growth in Annual Recurring Revenue (ARR) for new capabilities this year, particularly in API security and Gardacore segmentation [18][46] - Operating margins were close to 30% in Q1, with guidance for slightly lower margins for the year due to investments in new platforms and infrastructure [22][23] Business Line Data and Key Metrics Changes - The security segment is expected to grow at a slower rate due to maturity, while new products are projected to drive significant growth [15][16][18] - The compute business is identified as a major focus, with investments being reallocated from the delivery business to enhance growth in this area [25][26] - The delivery business is aiming for stabilization, with traffic growth expected to improve as market conditions rationalize [65][68] Market Data and Key Metrics Changes - The company has seen a shift in customer acquisition strategies, with channel partners becoming the primary source of new customers for security and compute services [8][12] - The competitive landscape has changed, with several competitors exiting the market, which may help stabilize pricing dynamics [68][71] Company Strategy and Development Direction - The company is focusing on a go-to-market transition to increase the ratio of hunters to farmers, emphasizing the need to target new customers beyond traditional CDN users [4][5] - Investments are being made in cloud infrastructure and security products to enhance the total addressable market (TAM) [23][25] - The company aims to position itself as a comprehensive cloud provider, similar to hyperscalers, by integrating compute, security, and delivery services [84][86] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges posed by AI in the security landscape, noting that AI has increased the attack surface and sophistication of threats [53][57] - The company believes that the demand for new security solutions, particularly those tailored for AI applications, will drive future growth [55][56] - Management is optimistic about traffic growth in the delivery business, citing potential increases from video content and AI-generated media [68][70] Other Important Information - The company has been insourcing third-party compute services to improve efficiency and customer experience [44] - The compute business is seen as a significant opportunity, particularly in media, where customers are looking for cost-effective solutions [29][30] Q&A Session Summary Question: How has the go-to-market transition been going? - The company is evolving to focus more on hunting for new customers, particularly in security and cloud computing [4][5] Question: What led to the reset of growth expectations? - The company had not provided long-term guidance for over three years and felt it was important to update the community on current views [13][15] Question: What are the critical investments needed to achieve growth? - Investments are being made in technology, compute infrastructure, and sales force expansion to support growth [21][23] Question: Is compute the top priority for the company? - Both security and compute are considered equally important, with significant investments being made in both areas [25][26] Question: How is AI impacting the security landscape? - AI has increased the sophistication of attacks and the demand for specialized security solutions [53][55] Question: What is the outlook for the delivery business? - The company aims to stabilize the delivery business and improve traffic growth, with expectations for better pricing dynamics [65][68]

Core Insights - The report by Akamai highlights the significant impact of AI technology on internet security, particularly in the context of web and API attacks [1][3] Web and API Attacks - In 2024, global web attack incidents are projected to reach 311 billion, marking a 33% year-on-year increase [3] - In the Asia-Pacific region, web attacks surged by 73% to 51 billion [3] - API attacks are also on the rise, with a monthly growth rate of 32% for OWASP API Top 10 related attacks, and API risk losses expected to exceed $100 billion by 2026 [3][4] Security Risks and Compliance - Unauthorized or improper authorization is identified as a primary cause of sensitive data leaks and system penetrations [4] - The report outlines four major risks in API security: API abuse, decreased testing frequency, lack of pre-testing, and the presence of zombie and shadow APIs [4] - Compliance with OWASP and MITRE frameworks is becoming increasingly critical as API security incidents escalate, leading to heightened compliance risks for businesses [4] Industry-Specific Insights - Different industries face unique and common API security risks, with e-commerce experiencing heightened attack levels during shopping and promotional seasons, while the financial sector may face targeted attacks due to geopolitical events [4] - AI technology is being utilized by attackers for strategic target selection, attack automation, traffic-based attacks, and behavior-based attacks [4][5] Regional Attack Trends - In the Asia-Pacific region, the total number of web and API attacks increased by 73% to 51 billion, with the financial sector being a primary target, showing a growth rate exceeding 52% [5] - Singapore experienced severe DDoS attacks, with 47 trillion incidents in 2024, ranking it among the top globally [5] Security Strategies - Akamai proposes six security strategies to help businesses build a comprehensive defense system, including integrating security requirements into the development process and utilizing AI to counter AI attacks [5] - The company emphasizes the need for proactive defense strategies to mitigate API vulnerabilities and ransomware threats [5] Future Outlook - AI technology is expected to continue influencing API security protection models, with Akamai planning to release an AI firewall capable of defending against attacks targeting AI systems [5] - Companies are encouraged to proactively develop AI security capabilities and foster a collaborative model of shared responsibility among security vendors, cloud service providers, and users [5]