Tenable, Inc.

But these have been the big winners this year, right? And if we just, you know, kind of drill down into cybersecurity, I think the interesting thing here to kind of notate are some of the top names, which, you know, we kind of mentioned some of these.

in the article, but you got Okta, right? Year-to-day performance, 146%, Fortinet, 126%, CrowdStrike, Palo Alto, Datadog, Tenable Holdings, right? These are the big winners in the cybersecurity space.

And they're really worth an interesting case study, in my opinion, on a fundamental standpoint to see how much more room do some of these companies have to go.

I think Tenable Holdings is an interesting one from a risk-reward standpoint, or at least the company that could have... you know, some real expansion as far as market share.

I mean, take a look at some of the market caps on some of these, right? You got CrowdStrike sitting at a quarter of a trillion dollars.

Meanwhile, Tenable Holdings is only 5 billion, right? So it would be interesting to kind of do a study, maybe I'll do that, looking into maybe some of the more small to mid-cap cybersecurity companies that might have opportunity to keep growing.

But hey, Look, if AI becomes what everyone thinks it's going to be, who's to say CrowdStrike can't 2X, 3X from here? Who's to say CrowdStrike couldn't be a trillion dollar company in the next five years? Time will tell.

But I thought this was an interesting study to be sure.

Nuclear data centers, Microsoft tames agents, Anthropic gets philanthropic, Tenable's working on open source agents with OpenAI, Red Hat uses Cloud for device driver programming, Broadcom goes hyper armor, and you're never going to guess who's restricting AI exports this week on the Tech Field Day Rundown.

Hello, everyone, and welcome to the Tech Field Day Rundown.

It is October the 20th, and I am your jovial host, Tom Hollingsworth.

Hey, Tom, you're the security guy.

Let's talk some security.

Tenable has introduced the, and let me take a deep breath while I read the title, Cyber Agents Exchange AI Inspector.

It's in collaboration with OpenAI, and it's aimed at helping us with the problems that are open-core exposed, that community-contributed AI agents and skills can be rather threat-like.

This three-stage vetting process that Tenable is bringing in combines automated scanning for prompt injection and exposed credentials and evaluations that are powered by OpenAI's GPT models.

A10, A-T-E-N. Uh...

What's my, oh, 10B, T-E-N-B, Tenable, love Tenable.

As Sentinel-1, IOT, Samsara, all fire.

I love them names.

And then they get hired by Google.

You know, so I've actually seen, this happened to me several times at Tenable, where somebody would just take Nessus, build sort of the infrastructure to run it.

And guess what? Two, three years later, that person leaves and goes to a startup or an MSSP or whatever, right? And then it's actually cheaper for them to come back and do that.

And then the last thing is that, you know, there's a lot of, you know, I look at a lot of startups One of the things I look at in these companies, you asked what a gem is, but one of the dimensions of that is what's your cost of delivering your goods, right? So when Amazon came out and people were doing – I made it sound like overnight Amazon came out.

And even though you can use mythos to make exploits, one of the views I see into that is like, I have all these companies that pitch us on how we can do active penetration testing, right? So our latest investment in that is something called Manticore, right? You know, it's hard for them to have 100% exploitation for every vulnerability.

So it's sort of like back in 1996 where you sort of did some horse trading between those kind of things.

And then look, you can't forget that when I was running Tenable, I had people come at me and say, I can break in with mediums.

You know, so somebody who just patched the criticals and the highs, you know, they said low to own.