Using AI to Build Cyber Resilience

Summary

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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

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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.

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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)

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)
• 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)

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)
• 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)

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)
• 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)

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)

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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)

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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

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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.

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Transcript

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[Carol Massar or Tim Stanovec]

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[Bloomberg Interviewer]

The CEO of Rubrik, of course we know this is a cybersecurity and data management company that helps organizations protect, backup and recover their data, especially after attacks like ransomware people. Sinha, of course the CEO here Want to chat a little bit about what your company is doing right now in this space? How are you using AI, automation or data analytics to really stay ahead here?

[Bipul Sinha]

Thank you so much for the opportunity. Rubrik is the security and AI operations company. We help our customers recover from, as you said, ransomware attack so that they can get back into the business without disruption. Our fundamental thesis is cyber attacks are inevitable and every business has to have assume breach, assume attack posture and Rubrik helps them understand the risk of an attack. And how do you recover from an attack so that your business is uninterrupted? And on the AI side, we are also helping our customers accelerate their AI journey adopt more of their agentic systems. One of the big concerns around agents is agents can misbehave, they can hallucinate or they can get compromised by cyber actors. So 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.

[Bloomberg Host]

Beyond misbehaving agents, as more companies adopt or implement AI, does that make them more vulnerable to attacks like ransomware? Does that open up any vulnerabilities?

[Bipul Sinha]

Obviously, more AI adoption, more agentic adoption actually creates a larger surface area of cyber attack because you have more software. But at the end of the day, 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. So business have to have to have the confidence that they can deploy agents, they can do AI transformation, create an AI enterprise, deploy a worker without the risk of AI. And that's what we are focused on. How do we reduce the risk and give our customers more confidence to do the AI transformation?

[Bloomberg Interviewer]

Well, you really underscored the idea that I can be an asset here or it can really cause some real damage. So how are you thinking about balancing innovation with cybersecurity and data Privacy?

[Bipul Sinha]

Definitely the AI's aim is to increase productivity, but on the risk side, only the right data can go to the right person on the right platform at the right time. And that is the organization's goal. We are helping our customers understand the sensitivity of the data, have integrity and availability of the data and their services, and at the same time, if anything goes wrong, giving them a rewind button so that they are confident about deploying AI in production, deploying agents to actually do real work.

[Bloomberg Host]

When you offer them a rewind button, does it rewind everything? I mean, it erases all the issues that they want to clean up, or is there some residue that simply can't be done away?

[Bipul Sinha]

We give them a rewind button to completely undo the action of an agent, but it has to be done surgically because you don't want to take good actions out. And that's what we do. We give them full visibility on what has happened and ability to surgically undo only undesirable changes.

[Bloomberg Interviewer]

Interesting. How exactly does that work?

[Bipul Sinha]

What we do is we give them a platform where we actually monitor all the changes by an agent and connect that back into the cyber resiliency platform that Rubrik has developed over the last 10, 12 years so that you can connect the action to the effect and then ability to undo the effects.

[Bloomberg Host]

I want to ask you about consolidation in your space, in cybersecurity space. There's been a lot of talk that this is a crowded space. There are a lot of small companies, a lot of startups, and people have been waiting for waves of consolidation for a while now. But we have an administration that is much more open to mergers and acquisitions than the previous administration. How do you look at the landscape right now, the competitive landscape?

Are there too many players right now?

[Bipul Sinha]

Traditionally, cybersecurity, the way it evolved was it is focused on prevention and detection of attacks. And there are hundreds of vendors and tens of tools that average enterprise 80 to 100 tools they buy to prevent and detect attacks. That space is super crowded. Too many vendors, too much fragmentation, still a number of successful cyber attacks. We are focused on the resiliency part of it, where we are saying attacks will happen. Are you ready to withstand an attack and keep your services up and running? So Arbor space is a new market, new segment in cybersecurity, which is rapidly growing. But the older cybersecurity segment around prevention and detection has a lot of vendor. There has to be consolidation because businesses can't deal with 80 tools from hundreds of vendors and constantly juggling and having these disconnected systems. So you see Palo Alto Network, CrowdStrike and others are making big headways in creating platforms that can connect all aspects of the infrastructure security around prevention and detection.

[Bloomberg Host]

Understood.

So, people, I need to ask you, are you looking to, you know, are you. Are you canvassing the market and looking to maybe add on to what your current capabilities offer? Are you in the marketplace to. Are you a buyer?

Potentially always.

[Bipul Sinha]

We always look at our current roadmap and how do we accelerate this roadmap for our customers? We are always looking for great team, great technology, great products to acquire and accelerate our roadmap. We have taken this approach of organic, inorganic development, and we want to holistically help our customers do the transformation, create enterprise with confidence.

[Bloomberg Host]

All right, I bring that up because Rubrik did announce a deal to buy Predibase back on June 25 for about half a billion dollars. All right, people.

Sinha, thank you so much for joining us.

Bibl is CEO of Rubrik, a cybersecurity firm and data management firm, as.

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