Podcast Summary: Bloomberg Businessweek
Episode Title: Using AI to Build Cyber Resilience
Date: October 9, 2025
Hosts: Carol Massar & Tim Stenovec
Guest: Bipul Sinha, CEO of Rubrik
Episode Overview
This episode examines how companies are leveraging artificial intelligence (AI) to build cyber resilience in an age of rising digital threats. Bipul Sinha, CEO of cybersecurity and data management firm Rubrik, explains the growing risks and opportunities AI brings to cybersecurity, the evolving nature of threats (such as ransomware), and how Rubrik’s solutions—including a "rewind button" for AI missteps—empower businesses to recover from attacks and foster innovation. The discussion also delves into industry consolidation and Rubrik’s acquisition strategy.
Key Discussion Points & Insights
1. The Evolving Cybersecurity Landscape
- Assumption of Breach:
- Sinha stresses the need for organizations to adopt an “assume breach, assume attack” posture, emphasizing the inevitability of cyberattacks and the necessity for resilience strategies.
- Quote: “Our fundamental thesis is cyber attacks are inevitable and every business has to have assume breach, assume attack posture...”
(Bipul Sinha, 02:10)
- Quote: “Our fundamental thesis is cyber attacks are inevitable and every business has to have assume breach, assume attack posture...”
- Sinha stresses the need for organizations to adopt an “assume breach, assume attack” posture, emphasizing the inevitability of cyberattacks and the necessity for resilience strategies.
2. AI: Potential and Peril
- Opportunities and Risks of AI Adoption:
- AI dramatically expands both the opportunities and risks within cybersecurity.
- AI agents, if misused or compromised, can inflict much greater damage—and faster—than traditional tools.
- Quote: “AI is 100 times more opportunities and 100 times more risk. On the risk side now, AI agents can do 10x more damage in 1/10 of the time.”
(Bipul Sinha, 03:21)
- Quote: “AI is 100 times more opportunities and 100 times more risk. On the risk side now, AI agents can do 10x more damage in 1/10 of the time.”
- Agentic Systems and ‘Hallucination’:
- Concerns are rising over AI agents ‘hallucinating,’ misbehaving, or being manipulated by bad actors.
- Rubrik’s Solution: A “rewind button” enabling targeted undoing of actions taken by AI agents.
- Quote: “We are giving them a rewind button so that if agents take actions that are not desirable, they can just press the rewind Button and undo the action of misbehaving agents.”
(Bipul Sinha, 02:45)
- Quote: “We are giving them a rewind button so that if agents take actions that are not desirable, they can just press the rewind Button and undo the action of misbehaving agents.”
3. Balancing Innovation, Security, and Privacy
- Data Integrity and Controlled Access:
- The right data must reach the right person, at the right time and place. AI must not undermine data sensitivity, integrity, or privacy.
- Quote: “Only the right data can go to the right person on the right platform at the right time… giving them a rewind button so that they are confident about deploying AI in production.”
(Bipul Sinha, 04:09)
- Quote: “Only the right data can go to the right person on the right platform at the right time… giving them a rewind button so that they are confident about deploying AI in production.”
- The right data must reach the right person, at the right time and place. AI must not undermine data sensitivity, integrity, or privacy.
- Surgical Undo Functionality:
- The platform monitors all agent changes, connects them to business outcomes, and enables selective, surgical reversal of unwanted actions without harming legitimate changes.
- Quote: “We give them full visibility on what has happened and ability to surgically undo only undesirable changes.”
(Bipul Sinha, 04:59)
- Quote: “We give them full visibility on what has happened and ability to surgically undo only undesirable changes.”
- The platform monitors all agent changes, connects them to business outcomes, and enables selective, surgical reversal of unwanted actions without harming legitimate changes.
4. Industry Consolidation and Market Approach
- Crowded Market & Fragmentation:
- Over 80-100 cybersecurity tools may be used by a single enterprise, with excessive vendor fragmentation, especially in preventative and detection tech.
- Sinha highlights the shift from prevention/detection to a focus on resilience—ensuring business continuity during attacks.
- Quote: “There are hundreds of vendors… too many vendors, too much fragmentation, still a number of successful cyber attacks.”
(Bipul Sinha, 06:07)
- Quote: “There are hundreds of vendors… too many vendors, too much fragmentation, still a number of successful cyber attacks.”
- Consolidation Trends and Rubrik’s Place:
- Existing market leaders are moving towards unified platforms. Rubrik’s focus is on resilience and recovery.
- Rubrik pursues both organic and inorganic (acquisitions) growth to expand and accelerate its capabilities.
- Quote: “We always look at our current roadmap… looking for great team, great technology, great products to acquire and accelerate our roadmap.”
(Bipul Sinha, 07:16)
- Quote: “We always look at our current roadmap… looking for great team, great technology, great products to acquire and accelerate our roadmap.”
5. Notable Acquisition
- Rubrik’s Predibase Deal:
- Confirmation of Rubrik’s $500 million acquisition of Predibase as part of their growth and capability expansion.
- Mentioned at: (07:39)
- Confirmation of Rubrik’s $500 million acquisition of Predibase as part of their growth and capability expansion.
Notable Quotes & Memorable Moments
- On AI’s Power and Risk:
- “AI agents can do 10x more damage in 1/10 of the time.” (03:21, Bipul Sinha)
- On the ‘Rewind Button’ Concept:
- “We are giving them a rewind button so that if agents take actions that are not desirable, they can just press the rewind Button and undo the action of misbehaving agents.” (02:45, Bipul Sinha)
- On Cybersecurity Market Fragmentation:
- “There are hundreds of vendors… too many vendors, too much fragmentation, still a number of successful cyber attacks.” (06:07, Bipul Sinha)
Timestamps for Key Segments
- 01:39 – Introduction of Bipul Sinha, Rubrik, and the AI in cybersecurity theme
- 02:03 – Sinha on Rubrik’s mission and AI-powered solutions
- 03:13 – Discussion on increased vulnerabilities with AI and agentic systems
- 04:05 – Balancing innovation, data privacy, and security
- 04:51 – Details about the rewind button and how it operates
- 05:31 – Industry landscape & consolidation trends
- 07:14 – Rubrik’s acquisition strategy and willingness to acquire
- 07:39 – Mention of the Predibase acquisition
Conclusion
This episode provides a concise yet comprehensive exploration of the cyber resilience challenges and opportunities posed by AI adoption in the enterprise world. Bipul Sinha shares expert insight into mitigating the increased risks while embracing AI’s productivity gains, highlights the importance of adaptive platforms like Rubrik’s ‘rewind button,’ and offers a wide-angle view of how the cybersecurity sector is responding to fragmentation through consolidation and strategic acquisitions.