June 27, 2025 | 25 min

Cybersecurity in 2025 - AI Defense, M&A, and Investing in a $10T Threat Landscape

About The Episode

In Episode 18 of the Dakota Research Podcast, we explore the fast-evolving world of cybersecurity—a $10 trillion risk vector transforming from IT concern to boardroom mandate. With cybercrime costs projected to skyrocket, we examine key subsectors (cloud, identity, endpoint, data security), explore the role of AI in both defense and attack, and highlight consolidation trends and record-breaking M&A.

We profile the largest public cybersecurity players—Palo Alto Networks, CrowdStrike, Fortinet, Zscaler, and Okta—and review blockbuster deals like Google’s $32B acquisition of Wiz and Cisco’s $28B purchase of Splunk. We also spotlight top VC and PE investors (Thoma Bravo, Vista, Sequoia, Ten Eleven Ventures) and emerging startups poised for IPO or acquisition.

If you're tracking the future of digital risk, regulation, and platform integration, this episode breaks down where cybersecurity capital is flowing—and why.

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Cybersecurity in 2025 - AI Defense, M&A, and Investing in a $10T Threat Landscape

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