# Security Money: The Index Explodes, as the History of AI Teaches Us About Investments - John Willis - BSW #464

Page: https://stenobird.com/podcast/business-security-weekly-audio-792124/security-money-the-index-explodes-as-the-history-of-ai-teaches-us-about-investments-john-willis-bsw-464
Text version: https://stenobird.com/podcast/business-security-weekly-audio-792124/security-money-the-index-explodes-as-the-history-of-ai-teaches-us-about-investments-john-willis-bsw-464.md
Podcast: [Business Security Weekly (Audio)](https://stenobird.com/podcast/business-security-weekly-audio-792124)
Published: 2026-09-09T09:00:00+00:00
Episode link: https://sswaudio.libsyn.com/security-money-the-index-explodes-as-the-history-of-ai-teaches-us-about-investments-john-willis-bsw-464
Audio file: https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/sswaudio/BSW_464_1--25751181-ef94-423f-adb2-326c50957930--audio-converted--6a4001ca-dc45-43d3-b73f-ae7a6a37020a.mp3?dest-id=406369
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Duration seconds: 3236

## Resource

AI is all the hype, but we're currently stuck at the bottom of the 'J' curve. Wild enthusiasm has given way to the reality of costs, benefits, and risks. What's next for AI and companies looking to capitalize on the AI trends? John Willis, author, researcher, and technology industry veteran, joins Business Security Weekly to discuss AI's impact on fundraising. John explores what the history of AI can teach us about the current moment, including how to separate genuine technological transformation from hype and better understand where AI may take us next. Next, it's time for Security Money. The Index is exploding upwards as the markets continue to climb. Both the Index and the NASDAQ, hit all time highs. The Business Security Weekly crew breaks down funding, acquisitions, and performance of both the public and private markets. The Security Weekly 24 Index is made up of the following pure play public security companies: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-464

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