Jason Moser

speaker
1,648 appearances 10 recordings 1 series first heard Sep 2014 last heard 14 Aug

Jason Moser’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
2 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 2.

Appearances

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But I wonder, what are the drivers that will get you there?
This is a great segue.
I'm glad you got us into the AI conversation because that's really where I wanted to go next.
And one thing I noticed in this recent earnings call, you talked about joining the partnership with Anthropic via Project Glasswing.
And I think that's a really interesting concept.
We're seeing tech companies of all walks joining into that consortium, so to speak.
I wonder what kinds of opportunities does that partnership offer Zscaler?
Okay, so this is obviously a very competitive space.
You've got incumbents out there that are building integrated security platforms and just really going all in.
Zscaler is not the most acquisitive company in the world, but you recently made a fairly big acquisition in Red Canary.
I wonder if you could just talk a little bit about why y'all did that and what you think the challenges and the opportunities there are.
I want to go back to AI for just a second, because I think one of the headlines that we're seeing a lot these days is companies starting to question the return on investment in regard to AI, right?
Token usage is eating up budgets left and right.
You're starting to question whether...
what's cheaper, the employee or the AI?
And it used to be that that was the argument was AI is going to make it cheaper.
But now the employees are starting to look like maybe that's not a bad option after all.
I wonder, do you feel like Zscaler, are you recognizing clear ROI on these AI investments today?
Or is this more of an investment in the future that you are sort of have faith that it will pay off?
Yeah, I like that.
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