Core Insights - Cybersecurity threats are increasing rapidly, with AI making it easier for attackers to exploit vulnerabilities in corporate systems [1][2] - Generative AI tools can quickly identify vulnerabilities that previously required extensive research, necessitating companies to adopt AI technologies for defense [2][3] - Cybersecurity stocks are performing well, with Zscaler shares up over 57% year-to-date, indicating investor confidence in AI-driven demand for advanced security solutions [3] Industry Challenges - The adoption of generative AI agents could significantly increase cybersecurity challenges, potentially making data protection ten times more difficult [4] - While financial institutions have improved their security measures, critical infrastructure sectors like utilities remain vulnerable to cyber threats [5] Company Performance - Zscaler has over 50 million users and employs a "zero trust exchange" model to securely connect users, applications, and devices, which can also be adapted for AI agent governance [4] - Zscaler reported a 146% increase in blocked attacks year-over-year, marking the largest spike in three years, alongside a 70% rise in public extortion cases [6]