Alan Shimel, Mike Vizard, Jack Poller, Ira Winkler, Jeff Reich and Chris Short discuss the odds that demand for agentic artificial intelligence (AI) will grow enough to justify the current level of investment being poured into infrastructure to support it.
The gang then looks at how much AI is about to reshape cybersecurity, for better or worse, as more automation enters the threat landscape. The episode wraps with a discussion of why the European Union is investigating Amazon Web Services and Microsoft, adding pressure to ongoing concerns around cloud market dominance and regulatory oversight.