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EP. 4

The Cyber Premium: AI, Security, and Shareholder Value

Decoding the SaaSpocalypse, Data Breach Costs, and the New Metrics of Cybersecurity

Hosted by Miles Grant & Nora Ellis June 29, 2026
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About this episode

In this deep dive episode, we explore the massive shifts happening at the intersection of artificial intelligence, cybersecurity, and financial markets. We break down why the much-feared "SaaSpocalypse"—the idea that AI would hollow out software-as-a-service businesses—is unwinding, and how AI-boosted security platforms are instead experiencing surging demand. The discussion highlights how the market is violently splitting, with premium valuations awarded to proven AI-native infrastructure and severe discounts applied to legacy, non-AI tools.

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Disclaimer

This podcast is financial commentary for informational purposes only and does not constitute a recommendation to buy or sell any security. We are not a registered investment advisor. Consult a licensed financial professional before making any investment decisions.