Zscaler (ZS) CEO & co-founder Jay Chaudhry joins Market Overtime to explain why Wall Street is undervaluing the cybersecurity firm — and why its software architecture is built for the AI era. Chaudhry breaks down how Zscaler's Zero Trust model differs from legacy security, why traditional tools can't handle AI agent threats, and how the company is partnering with Nvidia (NVDA) to monetize AI data flows. He also addresses why hyperscalers haven't displaced Zscaler, his M&A playbook, and how Zscaler plans to turn a once-in-a-lifetime opportunity into profits.
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