"Coding apps aren't great for Palo Alto's business because they don't generate a lot of network traffic to which it can apply its security smarts. Arora thinks his security vendor peers know this. "We're all laying the groundwork right now. It is ... sort of an arms race to try and see who can get the AI security sort of platform up and running as quickly as we can.""
"That traffic is on the LAN and the CEO doesn't think existing networks struggle to handle it. "I think the challenge right now is consolidating that traffic," he said. "How do you get all the AI traffic to be in one place? So you can understand it, provide visibility, look at the ability to control it and be able to act on it.""
Consumers are adopting AI faster than enterprises, with enterprise uptake trailing by a couple of years except for coding assistants. Coding assistants are the primary enterprise AI apps currently in use and generate relatively little network traffic, limiting security vendor visibility and opportunity. Some enterprises are running large-scale token usage with LLM providers, producing LAN traffic that existing networks can handle but that requires consolidation for visibility, control, and action. Security vendors are preparing platforms and competing to build AI security capabilities. As AI traffic grows, it will require different controls, tools, and consolidated visibility to secure and manage it.
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