Punit Minocha

Sanjay Poonen’s recent conversation highlighted an important shift. Autonomous agents are moving fast, and identity, audit, and recovery controls need to advance just as quickly. Without that alignment, the risk shows up in instability, data integrity issues, and unplanned cost. Our focus at Cohesity is to close that gap through stronger identity protection for human and non-human actors, deep integration with leading cloud and security platforms, and recovery workflows that can unwind the impact of a failed or compromised agent. AI creates value only when trust and control scale with it. That is the path we’re building. https://lnkd.in/gRXMVXQ7 #CyberResilience #AI #DataSecurity

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Technology leadership thrives with integrity and teamwork. Impressive conversation curated by Salvi Media on AI and cybersecurity with Lane Bess (Deep Instinct, ex-CEO Palo Alto Networks ) and Dan Streetman (Tanium, ex-CEO TIBCO). The rise of AI across code bases and related security operations has outpaced human capabilities to protect our digital and physical infrastructure. This is the leadership imperative from humans. Upskilling our national workforce as early as early education is a national imperative, one that requires all of us. Common themes in our approaches: the rise of “dark AI” makes visibility and predictive security essential; leadership rooted in clear strategy and transparency builds long-term trust; and the widening talent gap highlights the need for scalable platforms that empower operators with responsible AI. These are the same dynamics we track in our investing, where the best founders are building durable companies by marrying technical excellence with human integrity and teamwork.

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Cyberattacks are creating real financial pressure across industries. Our new Cyber Resilience Global Report shows that the impact reaches well beyond technical recovery and is now reshaping financial planning and board priorities. A few data points stand out: • 70% of public companies changed earnings or guidance after an attack • 68% saw stock price impact • 73% of private companies shifted budgets away from growth • 92% dealt with legal or regulatory outcomes For CFOs and COOs, this reinforces a simple truth. Cyber resilience protects revenue, strategy, and market confidence. It’s a core part of financial management. The research also shows the growing tension with AI adoption. Leaders see the upside, yet 81% say AI is moving faster than they can manage risk. Trusted and resilient data will be the foundation for responsible AI at scale. For those interested in the full set of insights, the complete report is worth reviewing. https://lnkd.in/gf_Zn_Ca

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What do attackers want? Unfortunately, it's your data. Sanjay Poonen, our Cohesity CEO, connects with Dave DeWalt for the first episode of the Resilience Universe podcast. Dave founded NightDragon and has spent decades in security leadership. His perspective on why data has become the primary target is an important listen. The conversation covers AI, infrastructure, and ransomware defense. Experience-driven, not theoretical. https://lnkd.in/gzb8dCGW #CyberResilience #DataSecurity #Podcast

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Holy big acquisitions! Palo Alto Networks acquires CyberArk for a cool $25B. Nikesh Arora and Udi Mokady join Jim Cramer on Mad Money to discuss why he needed to make this move, Arora stated, "I've always paid attention to markets when they inflect, because inflection points create the opportunity for us to enter markets and provide our customers differentiated services. And I believe with the #AI wave we're seeing all around us, with 88% of all ransomware attacks driven by credential theft, identity is an unsolved problem" https://lnkd.in/gE3kbYXC Brenna Karr, Nicole Hockin, Ashley Vandiver, Mike R., Sharon Vaughan

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Palo Alto Networks Announces Agreement to Acquire Israel's CyberArk for $25 billion. 2025 is becoming the record year for Israeli exits, following the $32 billion acquisition of Wiz by Google. https://lnkd.in/e6w_WnSf

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𝗪𝗵𝗮𝘁 𝗜 𝗹𝗲𝗮𝗿𝗻𝗲𝗱 𝗳𝗿𝗼𝗺 𝘁𝗮𝗹𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗦𝗮𝗻𝗱𝗲𝗲𝗽 𝗞𝗮𝗶𝗽𝘂 𝗮𝗯𝗼𝘂𝘁 𝗔𝗜 𝗮𝗻𝗱 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 Every once in a while, you come across a leader whose perspective reframes how you think about tech and leadership. I recently had the chance to speak with Sandeep Kaipu, on our Conversive Talk. Sandeep leads platform services for VMware Cloud Foundation (VCF) at Broadcom, shaping the private cloud and AI infrastructure that power some of the world’s largest enterprises. What stood out to me about Sandeep wasn’t just his deep technical knowledge, but 𝗵𝗼𝘄 𝗰𝗹𝗲𝗮𝗿𝗹𝘆 𝗵𝗲 𝘁𝗵𝗶𝗻𝗸𝘀 𝗮𝗯𝗼𝘂𝘁 𝗽𝗲𝗼𝗽𝗹𝗲.  He says it best: “𝘛𝘳𝘶𝘦 𝘦𝘯𝘨��𝘯𝘦𝘦𝘳𝘪𝘯𝘨 𝘭𝘦𝘢𝘥𝘦𝘳𝘴𝘩𝘪𝘱 𝘪𝘴𝘯’𝘵 𝘢𝘣𝘰𝘶𝘵 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘪𝘴𝘰𝘭𝘢𝘵𝘦𝘥 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘪𝘦𝘴, 𝘪𝘵’𝘴 𝘢𝘣𝘰𝘶𝘵 𝘢𝘳𝘤𝘩𝘪𝘵𝘦𝘤𝘵𝘪𝘯𝘨 𝘦𝘤𝘰𝘴𝘺𝘴𝘵𝘦𝘮𝘴 𝘵𝘩𝘢𝘵 𝘦𝘯𝘢𝘣𝘭𝘦 𝘪𝘯𝘯𝘰𝘷𝘢𝘵𝘪𝘰𝘯 𝘵𝘰 𝘧𝘭𝘰𝘶𝘳𝘪𝘴𝘩. 𝘛𝘩𝘢𝘵’𝘴 𝘢𝘴 𝘵𝘳𝘶𝘦 𝘧𝘰𝘳 𝘤𝘰𝘥𝘦 𝘢𝘴 𝘪𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘱𝘦𝘰𝘱𝘭𝘦.” His upcoming book, 𝘈𝘐 𝘌𝘯𝘨𝘪𝘯𝘦𝘦𝘳𝘪𝘯𝘨 𝘓𝘦𝘢𝘥𝘦𝘳𝘴𝘩𝘪𝘱 (2025), explores that intersection beautifully: balancing logic and empathy, systems and storytelling, technology and trust. 𝗔 𝗳𝗲𝘄 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 𝘁𝗵𝗮𝘁 𝘀𝘁𝗮𝘆𝗲𝗱 𝘄𝗶𝘁𝗵 𝗺𝗲:  • Infrastructure is no longer plumbing, it’s the foundation of insight and creativity.  • Leadership is service, helping others see their own potential more clearly.  • Curiosity is the only sustainable strategy. If you’re passionate about AI, engineering, or leading teams through transformation, this conversation is a must-read. https://lnkd.in/guNgwqNQ #ConversiveTalks #Leadership #AI #Engineering #TeamCulture #AIEngineering

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Folks - I am thrilled to share that Exaforce has raised $75M in Series-A funding from Mayfield, Khosla Ventures, and others. We’re on a mission to 10x the productivity and efficacy of security and operations teams. Check out our vision for reimagining the SOC with Humans + AI bots: https://lnkd.in/gwJcYwzF Thank you Navin Chaddha, Vinod Khosla, Umesh Padval, and Nagraj Kashyap for believing in our mission and the team.

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Israeli M&A is running at an unprecedented pace in 2026 and the underlaying reason is really interesting. Wiz and CyberArk both cleared regulatory approval on deals announced last year. That's two megadeals closing on the same day. Beyond the massive headlines, the baseline activity in 2026 caught my attention. The numbers so far (as of Feb 11): → 13 disclosed acquisitions in 42 days → $4.2B of M&A capital → 2.2 deals per week This amounts to $100M of #liquidity returning to investors every day! What other ecosystem provides $100M of liquidity per day on average since the beginning of 2026? If this pace holds, we're looking at ~113 M&As by year-end and close to $37B in disclosed value. This is excluding the just approved megadeals and excluding the unannounced rounds (which probably add $3-20m each). What's driving this? AI is the obvious answer. 10 of 13 deals are AI-centric companies. But I think there's something deeper happening: - Acquirers are paying premium multiples to compress time-to-AI-capability rather than build internally. - Israeli startups are shipping production-level AI, not demos. That's the arbitrage. - Speed > cost in this market cycle. Meanwhile, startup creation is on the rise (we predicted this in our stealth report ~12-months ago). It seems the industry will continue producing sellable companies at an increasing rate. This year is poised to be very interesting 😇

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