Motley Fool Money Big Tech, Big Payments, Big Burrito
Apr 28, 2023
Jay Chaudhry, CEO of Zscaler, shares insights into the evolving world of cybersecurity. He discusses the shift towards 'zero trust' security and highlights the need for innovation in response to emerging threats, including AI technologies. The talk delves into Zscaler's federal government opportunities and under-the-radar risks companies face. Chaudhry emphasizes adapting to a cloud-based approach as essential in today’s security landscape, making this an enlightening discussion on protecting digital assets.
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Episode notes
Big is Better
- Big companies are outperforming smaller ones this earnings season due to stronger balance sheets and customer retention.
- Smaller companies face liquidity issues and struggle with slowing customer spending.
Recession's End?
- The current economic downturn may be nearing its end, as evidenced by workforce reductions and slowing GDP growth.
- Bigger companies are better equipped to handle the economic challenges.
Microsoft's Diverse Strength
- Microsoft's diverse business segments, including cloud, Office 365, and Teams, contribute to its strength.
- Despite being integral to the workforce, LinkedIn's value proposition remains questionable for some users.