Sectors
Cybersecurity
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 46
- Share
- 4.9%
- Shows
- 37
- Net sentiment
- −0.57
Up from 2.1% of episodes in the weeks before; net sentiment was −0.32.
Bullish 5Mixed 7Neutral 6Bearish 28
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 5
- AI-driven attacks make security a strategic priority, supporting long-term investment and spending in the sector.The Real AI Threat Is Two Dudes and a GPU with Damien Lewke, CEO & Founder of Nebulock · RiskReversal Pod · Oct 21
- AI-driven attacks raise demand for AI-based defense, making security a growth enabler for AI adoption.The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents · No Priors · Oct 22
- Mass PHP vulnerability and exposed credentials raise demand for security and secrets-management vendors.1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1 · The Information's TITV · Oct 23
- Critical PHP vulnerabilities enabled by AI boost demand for defensive security, lifting CrowdStrike shares.11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26 · Squawk on the Street · Oct 23
- Guest expects AI-enabled cybercrime to create a costly arms race, boosting security demand.The Most Polite Financial Mugging? Max Wolff on the AI Bubble & Japan / 最後にババを引くのは誰？｜AIバブルと日本経済 · Malveaux: The Room · Oct 23
Bearish 28
- AI makes hacking cheap and scalable, so exploits and data exposure are rising faster than defenses.Black October! What Is Happening to the Internet? | Hari Mulackal & Odysseas Lamtzidis · Bankless · Oct 24
- Widespread PHP server exploits threaten websites, users' wallets and sensitive data.Oct 23: Black October · Daily Crypto News · Oct 23
- Record patch volumes, an actively exploited Ivanti zero-day, and supermarket attacks signal elevated threat levels.Microsoft Patches 1,411 Flaws, OpenAI Agents Attach Wikipedia & Cyberattacks Hit Supermarkets · 5bytespodcast · Oct 19
- AI-driven exploit discovery is surging, making software vulnerabilities more frequent and urgent to fix.Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht · No Priors: Artificial Intelligence | Technology | Startups · Oct 23
- A PHP zero-day affecting up to 70% of websites and rising attacks signal a severe near-term cyber threat.The AI vs AI Battle for the Internet · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 22
- Hosts stress a closing defender window, PHP and certificate flaws, and API key theft risks from AI-accelerated attacks.ThursdAI - Oct 22 - AI finds all the vulnerabilities, Claude Duet, DeepSeek drops Infer & more AI news · ThursdAI - The top AI news from the past week · Oct 23
Show 22 moreShow fewer
- AI has already broken some post-quantum schemes in testing, raising risk for structured-math cryptography.How Crypto Can Survive If AI or Quantum Computers Break Its Cryptography · Unchained · Oct 21
- AI accelerates vulnerability discovery and autonomous attacks, shrinking the time organizations have to remediate.AI Cyberattacks, Anthropic’s $500B Bet and the New Cost of AI Agents · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 24
- AI-discovered PHP bug triggered widespread attacks, though defenders expected to harden systems over months.Cybersecurity Panic, Nationalizing AI, The Model Squeeze & Can't Own Anything · Empire · Oct 23
- AI-discovered PHP flaw exposes much of the web to exploitation, likely driving breaches for months.Google’s Potential, AI Money Spigot Shutting?, PHP Bug & Cybersecurity’s “Black October” · Big Technology Podcast · Oct 23
- A decade-old PHP flaw exposed millions of exploit attempts across websites and banks.OpenAI Uncovers a Decade Old Security Flaw · The Daily AI Show · Oct 22
- A severe PHP vulnerability exposes many websites, with slow patching and likely widespread data leaks.Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN · TBPN · Oct 21
- Hosts describe a severe multi-day wave of critical vulnerabilities with unknown second-order effects.The Chopping Block: Black October, Banks Blocking AI Agents, Hyperliquid's Blockchain-Not-Bitcoin Moment, and the Visa-Fireblocks Rumor · Unchained · Oct 24
- Multiple PHP and certificate vulnerabilities and credential breaches raise risk across web infrastructure.Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything · Sharp Tech · Oct 23
- A widely used PHP flaw is being actively exploited while patching is slow and difficult.Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow · The Information's TITV · Oct 22
- Connected physical devices like supermarket fridges create serious, poorly secured attack surfaces.Containing agents, fridge hacks, and decision models · Cloudy with a Chance of Insights | A Microsoft Cloud (Azure, M365) Show for Architects & Engineers · Oct 19
- Legacy software vulnerabilities and deferred upgrades hide future security capital costs.AI Bubble's Hidden Liabilities: 75¢ of Every $1 Is Circular · Deep Values · Oct 24
- A PHP flaw enabling mass exploitation signals broad disruption risk and collapsing patch windows.Crosswire — October 24, 2026 · Crosswire · Oct 24
- AI-discovered PHP exploits leaked early, prompting emergency patching and website shutdowns across Europe and the US.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In Podcast · Oct 23
- A critical PHP exploit wave exposed much of the internet, forcing shutdowns and patch urgency.AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · All-In with Chamath, Jason, Sacks & Friedberg · Oct 23
- PHP vulnerability found by AI threatens a large share of websites and forced some sites offline.The iPhone Duo should have been an iPad · The Vergecast · Oct 23
- Critical PHP flaws and weak certificate keys create active attack risk for legacy and unpatched systems.OpenAI's Agents Switched Off Their Own Safety Monitors (Oct 21, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 21
- Unsecured IoT devices could be hijacked by AI agents, raising risks for financial institutions and consumers.AI WORMS!? Microsoft CEO Says AI Agents Should be viewed as Insider Threats & AWS Data Centers in Indiana County? · Bourbon with Brad · Oct 19
- Dimon calls cyber the biggest risk, with critical industries and vendors vulnerable to attack.Exclusive | JPMorgan CEO Jamie Dimon on Inflation, AI and Bolstering America’s Supply Chains · WSJ Leadership Institute Presents: Leaders · Oct 19
- AI-driven attacks on banks and newly found PHP flaws put much of the web at risk.338 | AI agents now work 6x the hours of their humans at Anthropic 🤯, AI just put 70% of all websites at risk, Is AI a bubble? “We grew a mind” (OpenAI safety insider), and more important AI news for the week ending October 23, 2026 · Leveraging AI · Oct 24
- Quest Diagnostics hack exposed patient data, and MSG phishing tests raised security concerns.Why Moderna Tanked, MSG Employees Duped By Their Boss, The Mansion Section | Diet TBPN · TBPN · Oct 23
- Critical PHP vulnerabilities could be exploited by hackers, forcing many websites offline until patched.Putin agrees to peace negotiations; websites taken down over security bug, and more · The World in Brief from The Economist · Oct 22
- Quest Diagnostics breach exposed patient data, and hosts flagged growing cyber threats.Moderna Drama, WSJ Mansion Section, Genetically Engineered Military Dogs | Thomas Wright, Kyle Schiller, Steven Schwartz · TBPN · Oct 23
Mixed 7
- AI hacking threats are real and rising, but the host argues Bitcoin's core code held up well under testing.AI Is Breaking Into Everything! Is This the End of Bitcoin? | Truth Block · Simply Bitcoin · Oct 23
- Speakers argue traditional security is breaking under faster AI-driven attacks, while platform approaches may fix it.From The Field at DASH 2026 | Olivier Pomel & Alexis Lê-Quôc on Betting Datadog on One Platform · KBKAST · Oct 23
- AI finds more vulnerabilities, creating near-term risk but ultimately making the internet safer for defenders.Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning · TBPN · Oct 22
- AI-found PHP exploits threaten much of the internet, though crypto's hardened design may prove resilient.ROLLUP: Black October | Uptober Lasted 4 Hours | JPMorgan's Bitcoin Forecast | Gold Alchemy · Bankless · Oct 23
- AI agents create new security risks while AI-found vulnerabilities force enterprises to spend more on defense.The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force · The Information's TITV · Oct 19
- AI models help find and patch vulnerabilities but also hallucinate and give attackers advantages.Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse · All-In with Chamath, Jason, Sacks & Friedberg · Oct 21
Neutral 6
- AI tools helped find serious PHP flaws, showing both attacker and defender capability gains.Oct 22: AI-Found PHP2Shell Flaw and Anthropic's Claude Duet · Valley Morning Briefing · Oct 22
- Data loss prevention, sensitivity labels and oversharing controls are the central security topics.Episode 147 – Enhance Restricted Content Discovery Update · Microsoft 365 Voice · Oct 23
- Covers ConnectWise and SkyKick supply chain compromise, audit logging, and Defender delegation guidance.Episode 372 - Orchestration · CIAOPS - Need to Know podcasts · Oct 24
- Permission controls, conditional access and bot protection are central to safely letting agents act.AI Agents for MSPs: Decide What the Agent May Do First · Business of Tech: Daily MSP News & IT Services Analysis · Oct 23
- SMEs face rising cyber threats but adoption of security tools remains limited; a factual survey finding.Mind Your Money - Mastercard's Dreamonomics Report: Are more financial tools giving SMEs greater control? · CNA938 Rewind · Oct 20
- Critical Nutanix vulnerability reported and Varonis taken private, touching security sector news.NB596: Cisco, NVIDIA Plug New Optical Form Factor; TSMC Etches Another Record Quarter · The Everything Feed - All Packet Pushers Pods · Oct 19
Around it
Companies named
Shows that covered it most
- TBPN4
- The Information's TITV3
- All-In with Chamath, Jason, Sacks & Friedberg2
- Unchained2
- Valley Morning Briefing2
- Bankless2
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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