
John Watters
President of Mandiant
3
APPEARANCES
3
PODCASTS
012
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Oct 18, 2026
The Mysterious Case of Annie Elizabeth
11:53
12:36

Lois PryceHOST
OK, Nigel and Alison are going to take me to the heart of the action, the house in Knighton where Samuel Greatrex once lived and where, remarkably, the original tree is still growing.

Lois PryceHOST
And are you now pestered by Annie Elizabeth fans banging on your door? Well, we're
PANW Earnings to Follow CRWD? Gauging Cybersecurity's Growth Story
1:54
2:00
2:21
2:29
S
1:44speaker_0HOST
When we talk about these AI-powered cyber attacks, what can an attacker actually do today that wasn't realistically possible a few years ago?

John WattersGUEST
And they can do the same things way faster and through way different vectors that they could have never seen manually.

John WattersGUEST
So the automated reconnaissance capability that allows an attacker to go profile a target quickly and build bespoke capability to maintain a durable advantage over that target has never been like it is today.

John WattersGUEST
So the advent of AI-enabled attackers really hit the scene probably about 12 to 18 months ago.

John WattersGUEST
And last year, you had a bit of innovation stagnation on the defenders as they tried to sort out how they're going to fight the fight, build on the policy and guidelines and guardrails around deploying agents in a defensive posture.
S
4:30speaker_0HOST
Given how strong CrowdStrike's results were, what does Palo Alto need to deliver tonight for investors to believe that the cybersecurity spending cycle is accelerating?
Hitting the Panic Button on Rare Earth Minerals
5:55
6:01
S
5:44Suzanne KellyHOST
Talk to me a little bit more about how you see the critical minerals sort of choke on the supply chain impacting the broader economy.

John WattersGUEST
So yeah, everybody thinks F-35, well, not my problem, right? We already got a bunch of F-35s.

John WattersGUEST
So there's 50 critical minerals and metals on this list that the United States have that are our core dependencies to maintain our economic growth and to sustain our ability to project force forward.
5 MINS LATER
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11:20Suzanne KellyHOST
So where do you see, John, the demand for this going over, let's say, the next decade and then much buffer you said one day which makes me nervous how much buffer do we have in our inventory of these critical minerals yeah yeah that's a good