Загрузка видео...

Не удалось загрузить видео

На главную

$ZS built Zero Trust around securing human access but AI is expanding that problem to data workloads and autonomous agents making far more connections across the enterprise. The upside is that Data Security Branch and AI become large enough to offset ZIA/ZPA maturation.

StockSavvyShay's profile picture

Shay Boloor

447,146 subscribers

35,486 просмотров • 1 день назад •via X (Twitter)

Наука и технологииФинансы
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

$ZS is being valued like Zero Trust is maturing just as AI may be expanding the market from users and devices into data, workloads and autonomous machines. If that expansion starts showing up in earnings this week then I do think the growth debate changes really quickly.
1:20

$ZS is being valued like Zero Trust is maturing just as AI may be expanding the market from users and devices into data, workloads and autonomous machines. If that expansion starts showing up in earnings this week then I do think the growth debate changes really quickly.

Shay Boloor

28,910 просмотров • 15 часов назад

$SNOW doesn't need to know whether usage is coming from a human analyst or an AI agent but just needs more workloads running through the platform. Thats why Snowflake is trying to become the governed data layer where enterprise data, AI models, applications & workflows all come together.
1:11

$SNOW doesn't need to know whether usage is coming from a human analyst or an AI agent but just needs more workloads running through the platform. Thats why Snowflake is trying to become the governed data layer where enterprise data, AI models, applications & workflows all come together.

Shay Boloor

60,407 просмотров • 3 месяцев назад

We’re expanding our strategic partnership with Microsoft to: ⚡ Deliver OpenAI’s state-of-the-art models in Snowflake Cortex AI on Microsoft Microsoft Azure. Customers will soon be able to build AI-powered data agents to run analytical workflows on structured and unstructured data using OpenAI’s models. ⚡ Make Snowflake Cortex Agents available in Microsoft 365 Copilot and Microsoft 365 apps, ensuring AI insights become more accessible for users and enabling better decision-making across the enterprise. Learn more about how we’re bringing easy, efficient, and trusted AI to enterprises around the world:
0:41

We’re expanding our strategic partnership with Microsoft to: ⚡ Deliver OpenAI’s state-of-the-art models in Snowflake Cortex AI on Microsoft Microsoft Azure. Customers will soon be able to build AI-powered data agents to run analytical workflows on structured and unstructured data using OpenAI’s models. ⚡ Make Snowflake Cortex Agents available in Microsoft 365 Copilot and Microsoft 365 apps, ensuring AI insights become more accessible for users and enabling better decision-making across the enterprise. Learn more about how we’re bringing easy, efficient, and trusted AI to enterprises around the world:

Snowflake

11,011 просмотров • 1 год назад

User-Owned AI is how we democratize access and protect data privacy. Centralized AI? Your data trains it and you get zilch. Fork that. Choose NEAR. Built for users. Built for agents.
0:51

User-Owned AI is how we democratize access and protect data privacy. Centralized AI? Your data trains it and you get zilch. Fork that. Choose NEAR. Built for users. Built for agents.

NEAR Protocol

25,615 просмотров • 1 год назад

The AI Agents revolution has begun — but it’s starving for data. We’re fixing that. We Present to You: DappLooker AI – The Data Marketplace for Decentralized AI Agents Request access: 🧵
0:31

The AI Agents revolution has begun — but it’s starving for data. We’re fixing that. We Present to You: DappLooker AI – The Data Marketplace for Decentralized AI Agents Request access: 🧵

DappLooker AI

14,763 просмотров • 1 год назад

Unlike Microsoft Copilot, Salesforce Agentforce’s Large Action Models (LAMs) leverage both structured and unstructured data across Salesforce’s secure, scalable ecosystem—Data Cloud, Customer 360, Tableau, Flow, & Slack—to drive real-time, intelligent, autonomous actions. It’s not just automation; it’s AI agents acting with precision, context, accuracy, and compliance, turning routine tasks into autonomous, value-driven actions. Agentforce enables teams to focus on strategy while Autonomous Agents handles the customer and employee workloads, all within a trusted framework that adapts and learns. This is the future of work, powered by Salesforce. This is what AI was meant to be. #Agentforce
5:39

Unlike Microsoft Copilot, Salesforce Agentforce’s Large Action Models (LAMs) leverage both structured and unstructured data across Salesforce’s secure, scalable ecosystem—Data Cloud, Customer 360, Tableau, Flow, & Slack—to drive real-time, intelligent, autonomous actions. It’s not just automation; it’s AI agents acting with precision, context, accuracy, and compliance, turning routine tasks into autonomous, value-driven actions. Agentforce enables teams to focus on strategy while Autonomous Agents handles the customer and employee workloads, all within a trusted framework that adapts and learns. This is the future of work, powered by Salesforce. This is what AI was meant to be. #Agentforce

Marc Benioff

54,124 просмотров • 1 год назад

The agentic enterprise is here. We’re unveiling new innovations across AI agents, real-time data, governance, & interoperability to help enterprises build AI that can reason, automate, and drive action at scale. Check out the highlights 👇
3:17

The agentic enterprise is here. We’re unveiling new innovations across AI agents, real-time data, governance, & interoperability to help enterprises build AI that can reason, automate, and drive action at scale. Check out the highlights 👇

Snowflake

22,954 просмотров • 3 месяцев назад

AI agents are only as powerful as their connections. The more they plug into your apps, data, and systems, the more value they unlock, and the more risk they introduce. ⚠️ Securing that ecosystem is our focus. CEO Todd McKinnon joined Bloomberg Bloomberg Technology to discuss how we’re delivering the blueprint for a secure agentic enterprise and why it’s becoming an essential framework for the AI era: #OktaSecuresAI
0:39

AI agents are only as powerful as their connections. The more they plug into your apps, data, and systems, the more value they unlock, and the more risk they introduce. ⚠️ Securing that ecosystem is our focus. CEO Todd McKinnon joined Bloomberg Bloomberg Technology to discuss how we’re delivering the blueprint for a secure agentic enterprise and why it’s becoming an essential framework for the AI era: #OktaSecuresAI

Okta

42,450 просмотров • 2 месяцев назад

Imagine an agentic layer across your enterprise that empowers with trust and precision—a limitless digital workforce. Welcome to Agentforce, now available for all Salesforce customers. Going beyond Copilot, Agentforce combines powerful models with secure, intelligent data management to deliver actionable intelligence through autonomous agents. This is what AI was meant to be. ❤️🤖 #Agentforce #AI
4:39

Imagine an agentic layer across your enterprise that empowers with trust and precision—a limitless digital workforce. Welcome to Agentforce, now available for all Salesforce customers. Going beyond Copilot, Agentforce combines powerful models with secure, intelligent data management to deliver actionable intelligence through autonomous agents. This is what AI was meant to be. ❤️🤖 #Agentforce #AI

Marc Benioff

22,488 просмотров • 1 год назад

Introducing PulseAI, where your data is your knowledge. PulseAI Platform is an agent-to-silicon AI infrastructure platform built to keep your data secure and sovereign, enabling the next AI enterprise. Offered in form factors for every stage of enterprise AI, PulseAI enables enterprise from initial pilot to hyperscale. Combining Gruve's AI-native services with NVIDIA-powered GPU architectures, it scales from 16 RTX 6000 PRO to 2,048 B300 GPUs, with security, storage, and compute integrated. The next enterprise is built on its own data and intelligence. We are here to enable it. Book your consultation: Read more on PulseAI from our Chief AI & Technology Officer Matt Robinson:
3:48

Introducing PulseAI, where your data is your knowledge. PulseAI Platform is an agent-to-silicon AI infrastructure platform built to keep your data secure and sovereign, enabling the next AI enterprise. Offered in form factors for every stage of enterprise AI, PulseAI enables enterprise from initial pilot to hyperscale. Combining Gruve's AI-native services with NVIDIA-powered GPU architectures, it scales from 16 RTX 6000 PRO to 2,048 B300 GPUs, with security, storage, and compute integrated. The next enterprise is built on its own data and intelligence. We are here to enable it. Book your consultation: Read more on PulseAI from our Chief AI & Technology Officer Matt Robinson:

Gruve

66,180 просмотров • 3 месяцев назад

ChatGPT connecting to external data sources offers a glimpse into what AI interoperability looks like. Ask any question in ChatGPT and it can now pull data from Box. The future of AI is AI Agents that can access your systems and data to complete any task for you.
0:43

ChatGPT connecting to external data sources offers a glimpse into what AI interoperability looks like. Ask any question in ChatGPT and it can now pull data from Box. The future of AI is AI Agents that can access your systems and data to complete any task for you.

Aaron Levie

57,745 просмотров • 1 год назад

$MSFT announced Project Solara at Build which is a new AI device architecture built around autonomous agents running locally while staying connected to cloud data centers. $NVDA CEO Jensen Huang said the partnership brings autonomous agents directly to the PC.
1:22

$MSFT announced Project Solara at Build which is a new AI device architecture built around autonomous agents running locally while staying connected to cloud data centers. $NVDA CEO Jensen Huang said the partnership brings autonomous agents directly to the PC.

Shay Boloor

78,833 просмотров • 3 месяцев назад

Big data, small business? No problem! 💪 The Futurum Group’s Keith Kirkpatrick & Epicor's John Carrico explain how the Grow Data Platform is bringing enterprise-grade AI and analytics to SMBs. #Epicor #SMB #Data #AI
19:36

Big data, small business? No problem! 💪 The Futurum Group’s Keith Kirkpatrick & Epicor's John Carrico explain how the Grow Data Platform is bringing enterprise-grade AI and analytics to SMBs. #Epicor #SMB #Data #AI

Six Five Media

63,379 просмотров • 1 год назад

Frictionless onchain data access for AI agents. Live today on Dune, built on MPP with Stripe and Tempo 🌊 No subscription. No account. No human in the loop. Agents pay per query across 130+ chains — stablecoin flows, DEX volumes, wallet activity, and more. Tempo chain data coming to Dune soon.
0:35

Frictionless onchain data access for AI agents. Live today on Dune, built on MPP with Stripe and Tempo 🌊 No subscription. No account. No human in the loop. Agents pay per query across 130+ chains — stablecoin flows, DEX volumes, wallet activity, and more. Tempo chain data coming to Dune soon.

Dune

45,388 просмотров • 5 месяцев назад

The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers. As AI scales toward 500K+ GPU factories, copper becomes the bottleneck & optics become plumbing that moves data fast enough for training & inference to work.
0:33

The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers. As AI scales toward 500K+ GPU factories, copper becomes the bottleneck & optics become plumbing that moves data fast enough for training & inference to work.

Shay Boloor

181,977 просмотров • 2 месяцев назад

Clarm (Clarm) builds AI deep research agents that never hallucinate. Clarm connects across your enterprise data to give users precise answers they can trust for critical decisions. Congrats on the launch, Marcus Storm-Mollard and Alex!
1:03

Clarm (Clarm) builds AI deep research agents that never hallucinate. Clarm connects across your enterprise data to give users precise answers they can trust for critical decisions. Congrats on the launch, Marcus Storm-Mollard and Alex!

Y Combinator

26,569 просмотров • 1 год назад

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows
2:23

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows

Shay Boloor

398,809 просмотров • 4 месяцев назад

$SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution. $NOW is building exactly that as the orchestration layer for enterprise AI agents across business workflows. The Cursor deal is a reminder that the market will pay massive premiums for software that owns where work actually happens.
1:04

$SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution. $NOW is building exactly that as the orchestration layer for enterprise AI agents across business workflows. The Cursor deal is a reminder that the market will pay massive premiums for software that owns where work actually happens.

Shay Boloor

131,562 просмотров • 2 месяцев назад