CYBR News & Events

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.USE OF AI:In an internal Q&A with staff, MetaCEO Mark Zuckerberg said the Facebook parent intends to shrink teams and make more new apps as AI changes workflows at the company, The Wall Street Journal's Meghan Bobrowsky, citing a recording of the Q&A. The CEO attributed the 8% drop in shares to investor worries over an upward revision in its expected capex spending and to its outlook for slower growth in Q2, the author says. "I think the trajectory that we're seeing for our businesses is still very strong," he said on the call. "But I think Q1 was, like, really insanely strong and Q2 is merely strong, and I think the combination of that and the capex increase is what drove the near-term reaction. But I don't know." Zuckerberg added that there was a "trajectory change" in the company's ad business following the start of the U.S.-Iran war, the author notes. "If oil prices go up then consumers spend more of their money on oil, on gas, and less on things that they would just buy that are just kind of discretionary things that the advertising might serve," he said.ASSURED ROBOT INTELLIGENCE:Meta is acquiring Assured Robot Intelligence, a startup working on AI models for robots, Bloomberg's Mark Gurman. A spokesperson told Bloomberg that the Facebook parent closed the acquisition Friday, with terms not disclosed. The startup's team will join the Meta Superintelligence Labs research unit, the author notes.ADVANCED ACCOUNT SECURITY:OpenAI is introducing Advanced Account Security, a new opt-in setting for ChatGPT accounts, designed for people at increased risk of digital attacks, as well as for those who want the strongest account protections available. The company believes it brings together a set of heightened security measures that help safeguard against account takeover while making those protections easier to activate in one place. Once enrolled, Advanced Account Security protects users in Codex as well. an increased responsibility for account recovery. Advanced Account Security requires passkeys or physical security keys while disabling password-based login, helping make phishing-resistant sign-in the default for people who need it most. If a user's email account or phone number is compromised, an attacker may try to use one of them to gain access to their ChatGPT account via e-mail or SMS based recovery. To reduce this risk, Advanced Account Security disables email and SMS recovery and requires stronger recovery methods: backup passkeys, security keys, and recovery keys. Sign-in sessions are shortened to reduce the window of exposure if a device or active session is compromised. People working with especially sensitive information may opt not to have those conversations used for model training. "Using physical security keys, such as YubiKeys, is one of the strongest defenses against phishing. To make that level of protection easier to access, we have partnered with Yubico, a leader in hardware-based authentication and account protection, to offer our users preferred pricing on a customized bundle of best in class security keys. The YubiKey C Nano is designed to stay in your laptop for simple, low-friction daily authentication, and the YubiKey C NFC for backup, and use across laptops and mobile devices," OpenAI added.CLAUDE SECURITY:Anthropic said in aon X, formerly Twitter, that Claude Security is now in public beta for Claude Enterprise customers. "Claude scans your codebase for vulnerabilities, validates each finding to cut false positives, and suggests patches you can review and approve," the company said. "Many security teams have asked how to put Opus 4.7 to work on their code without standing up custom tooling. Claude Security is that on-ramp: no API integration or agent build required. Since the research preview in February, hundreds of organizations have used it on production code, catching issues existing scanners had missed. Based on early feedback, we've added scheduled scans, directory-level targeting, CSV and Markdown exports, webhook notifications for new findings, and dismissals that carry forward across scans." Publicly traded companies in the cybersecurity space include Check Point (CHKP), CrowdStrike, CyberArk, F5, Fortinet, Gen Digital, Okta, Palo Alto Networksand Qualys.

OpenAI is introducing Advanced Account Security, a new opt-in setting for ChatGPT accounts, designed for people at increased risk of digital attacks, as well as for those who want the strongest account protections available. The company believes it brings together a set of heightened security measures that help safeguard against account takeover while making those protections easier to activate in one place. Once enrolled, Advanced Account Security protects users in Codex as well. an increased responsibility for account recovery. Advanced Account Security requires passkeys or physical security keys while disabling password-based login, helping make phishing-resistant sign-in the default for people who need it most. If a user's email account or phone number is compromised, an attacker may try to use one of them to gain access to their ChatGPT account via e-mail or SMS based recovery. To reduce this risk, Advanced Account Security disables email and SMS recovery and requires stronger recovery methods: backup passkeys, security keys, and recovery keys. Sign-in sessions are shortened to reduce the window of exposure if a device or active session is compromised. People working with especially sensitive information may opt not to have those conversations used for model training. "Using physical security keys, such as YubiKeys, is one of the strongest defenses against phishing. To make that level of protection easier to access, we have partnered with Yubico, a leader in hardware-based authentication and account protection, to offer our users preferred pricing on a customized bundle of best in class security keys. The YubiKey C Nano is designed to stay in your laptop for simple, low-friction daily authentication, and the YubiKey C NFC for backup, and use across laptops and mobile devices," OpenAI added. Publicly traded companies in the space include Check Point (CHKP), CrowdStrike (CRWD), CyberArk (CYBR), F5 (FFIV), Fortinet (FTNT), Gen Digital (GEN), Okta (OKTA), Palo Alto Networks (PANW) and Qualys (QLYS).

As part of a historic funding round, OpenAI said it is raising an additional $10B. Meanwhile, Nvidia-backed Reflection is reportedly in talks to secure $2.5B in funds at a $25B valuation.This week's private company news:Nvidiabacked startup Reflection is in discussions to raise $2.5B at a valuation of $25B, Berber Jin and Kate Clark of The Wall Street Journal, citing people familiar with the matter. The company is looking to build a network of "open source" AI models, which can be used and repurposed by businesses, labs, and universities as needed. JPMorgan Chaseis in talks to participate in the round, the sources added.AMD-backed Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1B in new capital so it can compete with a growing list of startups scrambling for cash to meet the surging demand for AI computing power, The Information's Miles Kruppa, Anissa Gardizy and Valida Pau.Some of the biggest capital raises by private companies this week include:OpenAI– The company said it is raising $10B from investors as part of its historic funding round. Publicly traded companies in the space include Nvidia, Microsoft, and Alphabet.Shield AI– The company announced it is raising $1.5B in Series G funding at a $12.7B post-money valuation and $500M in fixed-return preferred equity financing. The Series G is led by Advent International and co-led by the Strategic Investment Group of JPMorganChase'sSecurity and Resiliency Initiative, with participation from existing investors Snowpoint Ventures, Innovation X Advisors, Riot Ventures, Disruptive, Apandion, and others. A portion of the proceeds will help fund the company's planned acquisition of Aechelon Technology, a Sagewind Capital portfolio company. Publicly traded companies in the space include AeroVironment, Kratos Defense, and Lockheed Martin.Convene Hospitality Group– The global hospitality platform at the intersection of corporate conferences, meetings and experiential events announced it secured $230M in strategic growth capital. The latest funding is provided by new lender, TPG, as well as an additional equity investment from current shareholders, including Ares funds. Publicly traded companies in the space include CBRE Groupand Airbnb.Halter– The global agtech company said it raised $220M in Series E funding at a $2B valuation. Publicly traded companies in the space include Deere, Trimble, and AGCO.Oasis Security– The company announced it raised $120M in a Series B round led by Craft Ventures. Publicly traded companies in the space include CyberArk, Okta, and Zscaler.Unicorns to watch this week:Positron– The AI semiconductor startup, now valued at $1B after a $230M Series B, is riding the AI‑hardware wave with custom chips. Publicly traded companies in the space include Nvidia, AMD, and Intel.Skyryse– The semi‑automated flight operating systems, valued at $1.1B after a $300M Series C, is major player in autonomous aviation infrastructure. Publicly traded companies in the space include Garmin, Honeywell, and Textron.TRM Labs– The blockchain intelligence and analytics platform used by crypto firms and regulators to investigate fraud and financial crime is valued at approximately $1B. Publicly traded companies in the space include Coinbase, Block, and Marathon Digital.Midi Health– Valued at about $1B, the virtual care platform focused on menopausal and midlife women's health has recently raised a $100M Series D. Publicly traded companies in the space include Teladoc Health, Hims & Hers, and CVS Health.Lunar Energy– The maker of home battery systems enabling residential energy storage and grid independence closed a $102M Series D at a valuation of $1B. Publicly traded companies in the space include Tesla, Enphase Energy, and SolarEdge.IPOs to watch:Pershing Square USA, or PSUS- The closed end investment company managed by Pershing Square Capital Management, L.P., announced that it has publicly filed with the U.S. Securities and Exchange Commission a registration statement on Form N-2 relating to a proposed initial public offering of its common shares of beneficial interest. Concurrently with the filing of the N-2 Registration Statement, Pershing Square Inc., the prospective parent company of PSCM, publicly filed a registration statement on Form S-1 with the SEC relating to a proposed initial public offering of its common stock.Student Living EduVation– The company filed with the SEC for an initial public offering by the company of 3.75M ordinary shares. The company stated, "We are offering 3,750,000 Ordinary Shares on a firm commitment basis. We anticipate that Offering price of the Ordinary Shares will be between $4.00 and $6.00 per Ordinary Share. The Resale Shareholders are also offering 5,880,000 Ordinary Shares to be sold pursuant to the Resale Prospectus."Liftoff Mobile– The company announced that it has confidentially submitted a draft registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating to the proposed initial public offering of its common stock. The total number of shares to be offered and the price range for the proposed offering have not yet been determined. The offering is subject to market and other conditions and the completion of the SEC's review process.Cerebras Systems– The AI chipmaker Systems has picked Morgan Stanley to lead its initial public offering, which could raise about $2B in a listing as soon as April, people familiar with the matter told Bloomberg's Ryan Gould, Bailey Lipschultz and Anthony Hughes. Cerebras, which withdrew its previous IPO registration in October, has filed fresh paperwork for an IPO and is set to meet with analysts and prospective investors this month, the report added.OpenAI– The company is accelerating its plans for a public listing as rivalry with Anthropic intensifies, now planning on listing in Q4 of this year, Berber Jin, Corrie Driebusch, and Kate Clark of The Wall Street Journal. OpenAI is holding discussions with Wall Street banks about a potential initial public offering and has hired several executives to oversee its finance team, sources told the Journal.SpaceX- Elon Musk's SpaceX is said to be weighing a confidential IPO filing as soon as March and could seek a valuation over $1.75 trillion in the offering, sources told Bloomberg. The company is moving forward with plans for the biggest-ever listing and expects to submit its draft IPO registration to the Securities and Exchange Commission in March, which would keep it on track for a June listing, the sources are reported to have said. SpaceX could seek a valuation in the IPO of more than $1.75 trillion, some of the sources are said to have added."Private Markets" is The Fly's recurring series of stories on the latest moves in the private sector, largest unicorn companies and initial public offerings to watch. Fly subscribers, add $PRIVATE to your portfolio for alerts on breaking news in the startup and venture capital space.