Erik does not think AI necessarily makes cybersecurity companies obsolete, because brand and established enterprise relationships may remain valuable.

“But when I think about like cybersecurity, a lot of what you're selling is effectively fear, and that's almost like a branding and like marketing strategy as much as, you know, obviously the core products.”

“But I think, you know, brand and, and things like that are actually like arguably like more valuable in the era of AI. So I, I, I wouldn't necessarily jump to the conclusion that they're cooked.”

“I think they have, you know, deep relationships with the enterprise customers, and they have, you know, big sales teams who are very good at telling, you know, spooky stories and, and things like that.”