
Equity Mates Investing Podcast· Staffel 11
Cybersecurity: The AI too dangerous to release to the public | The Decade Ahead
Mittwoch, 29. Juli 2026 · 27 min
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Shownotes
AI isn't just making cybersecurity stronger, it's making cybercriminals more powerful. In this episode of The Decade Ahead, Bryce & Ren explore why cybersecurity has become one of the defining investment themes of the next decade. From Anthropic's Mythos uncovering thousands of software vulnerabilities to the rise of cloud security and identity protection, they unpack the trends driving billions of dollars in cybersecurity spending and the companies positioned to benefit.
In this episode:
– Why cybersecurity is entering a new era
– How AI is transforming cybercrime & cyber defence
– The biggest growth drivers over the next decade
– The risks investors need to understand
– The best ETFs for cybersecurity exposure
– The leading cybersecurity companies
– Key investing takeaways
Stocks & ETFs Mentioned: Betashares Global Cybersecurity ETF (ASX: HACK), Global X Cybersecurity ETF (ASX: BUGG), First Trust NASDAQ Cybersecurity ETF (NASDAQ: CIBR), Broadcom (NASDAQ: AVGO), Palo Alto Networks (NASDAQ: PANW), CrowdStrike (NASDAQ: CRWD), Cisco (NASDAQ: CSCO), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Anthropic, Mozilla, Firefox, CyberArk (NASDAQ: CYBR), Centra (ASX: SEN), Macquarie Technology Group (ASX: MAQ).
This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right anz.com.au/business/business-hub/starting-busi…
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