The Invisible Layer Protecting the World's Biggest Companies

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 7 June 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Every time you log into a corporate network, send a file, or spin up an AI agent, something has to decide what's allowed and what isn't. So what happens when the number of things asking for access goes from 50 million users to billions of AI agents — and the bad actors have frontier models helping them find the cracks? Motley Fool analyst Jason Moser talks with Zscaler CFO Kevin Rubin about zero trust security, the agentic AI threat landscape, and why the cybersecurity buildout may be one of the most durable investment themes of the next decade. Host: Jason Moser Guest: Kevin Rubin Producers: Bart Shannon, Lauren Budabin Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	There's no going back, if you will.
0:04.5	I mean, as an industry,
0:05.8	Agenic is going to be as disruptive as, you know,
0:09.1	any of the tech waves have been in the past,
0:12.1	whether it was mobile, internet, et cetera.
0:14.5	I mean, this is just the next frontier
0:16.4	of how businesses will need to compete.
0:22.9	That was Z-Scaler CFO Kevin Rubin on the future of AI security.
0:27.3	I'm Motley-Fool analyst Jason Moser. I sat down with Kevin to talk about how Z-scalers
0:31.8	protecting the world's largest organizations from an exploding wave of cyber threats
0:37.1	and why the rise of agentic AI could be the
0:39.9	biggest opportunity the company has ever seen. Enjoy. Welcome to Motley Fool Conversations on
0:46.8	Jason Moser. And today I'm excited to welcome the CFO of Z-Scaler, Mr. Kevin Rubin.
0:52.3	Prior to Z-Scaler, Kevin was the CFO at Better Up, and prior to that, he served
0:57.2	as the CFO of Alterix, a company that Motley Fool members are likely familiar with.
1:02.8	Today, we're diving into the business of cybersecurity and Z-Scalor's role in this crucial
1:07.8	market. Kevin, welcome to the show.
1:10.6	Thanks, Jason. Appreciate you guys having us on.
1:13.0	Well, really happy to have you here. And I guess the first thing I want to get into here, because when we
1:18.7	talk about cybersecurity, most of us, whether we're investors or not, we know that cybersecurity is
1:24.9	necessary, but we don't exactly understand what it ultimately.
1:30.2	There's so many different ways to view it.
	...

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