How AI and geopolitics are reshaping cybersecurity

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  Amid a relatively soft deal-making environment,

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  one bright spot this year has been the surge in cybersecurity deals.

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  So what's fueling activity in the space,

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  and how are factors such as AI and rising geopolitical tensions affecting the industry?

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  I'm Allison Nathan, and this is Goldman Sachs Exchanges.

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  To discuss the forces shaping cybersecurity, I'm sitting down with Marco Pelletti,

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  Global Head of Security Software within the Technology,

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  Media, and Telecommunications Group in our investment banking business.

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  Marco, welcome back to Exchanges.

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  It's good to be here.

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  So, Marco,

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  the cybersecurity sector is one of the few that's actually seen a pickup in M&A activity this year.

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  We've seen a number of deals,

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  including Google's largest ever acquisition to purchase cybersecurity startup Wiz for $32 billion.

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  What are some of the drivers behind deal activity in the space?

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  You know, it's a good question.

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  I would say the reality is security is just really important.

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  And because it's really important, it's really important to a lot of potential buyers.

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  And so when I look at what's been going on the last few years,

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  the... call it the universe of buyers, that we have in cybersecurity has really expanded.

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