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Speaker 2: The CEO of rubrig, of course we know. This is
Speaker 2: a cybersecurity and data management company that helps organizations protect,
Speaker 2: back up and recover their data, especially after attacks like
Speaker 2: ransomware people Sinha, of course, the CEO here want to
Speaker 2: chat a little bit about what your company is doing
Speaker 2: right now in this space. How are you using AI,
Speaker 2: automation or data analytics to really stay ahead here?
Speaker 3: Thank you so much for the opportunity. Rubric is the
Speaker 3: security and AI operations company. We help our customers recover from,
Speaker 3: as you said, ransomware attack so that they can get
Speaker 3: back into.
Speaker 4: The business without disruption.
Speaker 3: Our fundamental thesis is cyber attacks are inevitable and every
Speaker 3: business has to have assumed reach, assume attack pressure, and
Speaker 3: Rubrik helps them understand the risk of an attack and
Speaker 3: how do you recover from an attack so that your
Speaker 3: business is uninterrupted. And on the AI side, we are
Speaker 3: also helping our customers accelerate their AI journey adopt more
Speaker 3: of their agentic systems. One of the big concerns around
Speaker 3: agents is. Agents can misbehave, they can hallucinate, or they
Speaker 3: can get compromised by cyber actors. So we are giving
Speaker 3: them a rewind button so that if agents take actions
Speaker 3: that are not desirable, they can just press the rewind
Speaker 3: button and undo the action of misbehaving agents.
Speaker 1: Beyond misbehaving agents, As more companies adopt or implement AI,
Speaker 1: does that make them more vulnerable to attacks like ransomware?
Speaker 1: Does that open up any vulnerabilities?
Speaker 3: Obviously, more AI adoption, more agentic adoption, actually creates a
Speaker 3: larger surface area of cyber attack because you have more software.
Speaker 3: But at the end of the day, AI is times
Speaker 3: more opportunities and one hundred times more risk. On the
Speaker 3: risk side, now, AI agents can do ten x more
Speaker 3: damage in one tenth of the time. So business have
Speaker 3: to have to have the confidence that they can deploy agents,
Speaker 3: they can do AI transformation, create an AI enterprise, deploy
Speaker 3: AI worker without the risk of AI.
Speaker 4: And that's what we are focused on.
Speaker 3: How do we reduce the risk and give our customers
Speaker 3: more confidence to do the AI transformation.
Speaker 2: Well, you really underscored the idea that AI can be
Speaker 2: an asset here or it can really cause some real damage.
Speaker 2: So how are you thinking about balancing innovation with cybersecurity
Speaker 2: and data privacy?
Speaker 3: Definitely, the AIS aim is to increase productivity, but on
Speaker 3: the risk side, only the right data can go to
Speaker 3: the right person on the right platform at the.
Speaker 4: Right time, and that is the organization's core.
Speaker 3: We are helping our customers understand the sensitivity of the data,
Speaker 3: have integrity and availability of the data and the services,
Speaker 3: and at the same time, if anything goes wrong, giving
Speaker 3: them a rewind button so they are confident about deploying
Speaker 3: AI in production, deploying agents to actually do real work.
Speaker 1: When you offer them a rewind button, does it rewind everything?
Speaker 1: I mean, it raises all the issues that they want
Speaker 1: to clean up or is there some residue that simply
Speaker 1: can't be done away.
Speaker 3: We give them a rewind button to completely undo the
Speaker 3: action of an agent, but it has to be done
Speaker 3: surgically because you don't want to take good actions out.
Speaker 4: And that's what we do.
Speaker 3: We give them full visibility on what has happened and
Speaker 3: the ability to surgically undo only undesirable changes.
Speaker 2: Interesting, how exactly does that work?
Speaker 3: What we do is we give them a platform where
Speaker 3: we actually monitor all the changes by an agent and
Speaker 3: connect that back into the cyber resiliency platform.
Speaker 4: The rubric has developed over the last ten twelve.
Speaker 3: Years so that you can connect the action to the
Speaker 3: effect and then ability to undo the effects.
Speaker 1: I want to ask you about consolidation in your space.
Speaker 1: In cybersecurity space, there's been a lot of talk that
Speaker 1: this is a crowded space. There are a lot of
Speaker 1: small companies, a lot of startups, and people have been
Speaker 1: waiting for waves of consolidation for a while now. But
Speaker 1: we have an administration that is much more open to
Speaker 1: mergers and acquisitions than the previous administration. How do you
Speaker 1: look at the landscape right now, the competitive landscape? Are
Speaker 1: there too many players right now?
Speaker 3: Traditionally cybersecurity the way it evolved was it is focused
Speaker 3: on prevention and detection of attacks, and there are hundreds
Speaker 3: of vendors and tens of tools that average enterprise eighty
Speaker 3: two hundred tools they buy to prevent and detect attacks.
Speaker 3: That space is super crowded, too many vendors, too much fragmentation.
Speaker 3: Is still a number of successful cyber attacks. We are
Speaker 3: focused on the resiliency part of it, where we are
Speaker 3: saying attacks will have Are you ready to withstand an
Speaker 3: attack and keep your services up and running. So our
Speaker 3: space is a new market, new segment in cybersecurity which
Speaker 3: is rapidly growing, but the older cybersecurity segment around prevention
Speaker 3: and detection has a lot of vendor. There has to
Speaker 3: be consolidation because businesses can't deal with eighty tools from
Speaker 3: hundreds of vendors and constantly juggling and having these disconnected systems.
Speaker 3: So you see Pollow, Alternate Work, crowd Strike and others
Speaker 3: are making big headways and creating platforms that can connect
Speaker 3: all aspects of the infrastructure.
Speaker 4: Security around prevention and detection understood.
Speaker 1: So people I need to ask you, are you looking
Speaker 1: to you? Are you are you canvassing the market and
Speaker 1: looking to maybe add on to what your current capabilities offer.
Speaker 1: Are you in the marketplace to are you a buyer potentially?
Speaker 3: Always we always look at our current roadmap and how
Speaker 3: do we accelate this roadmap for our customers. Were always
Speaker 3: looking for great team, great technology, great products to acquire
Speaker 3: and accelate our roadmap. We have taken this approach of
Speaker 3: organic and organic development and we want to holistically help
Speaker 3: our customers do the AI transformation, create AI enterprise with confidence.
Speaker 1: All Right. I bring that up because Rubric did announce
Speaker 1: a deal to buy Predabase back on June twenty fifth
Speaker 1: for about half a billion dollars. All right, Biple Sinha,
Speaker 1: thank you so much for joining us. Say Bipple is
Speaker 1: CEO of Rubric, a cybersecurity firm and data management firm
Speaker 1: as well.