A LinkedIn post from Databricks highlights CEO Ali Ghodsi’s remarks on CNBC about the company’s move into cybersecurity with its Lakewatch offering. The discussion, held during RSAC 2026, centers on what he describes as a fundamental shift in how organizations defend against cyber threats.
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According to the post, Ghodsi suggests that attackers are increasingly using AI agents to find and exploit vulnerabilities in a single day, compressing what used to be a months-long window. He characterizes the emerging response as “fighting agents with agents instead of fighting agents with humans,” implying a greater role for autonomous, AI-driven defense.
For investors, the content points to Databricks positioning itself more directly in the cybersecurity market, potentially expanding its addressable market beyond data and AI infrastructure. If Lakewatch gains traction, it could deepen the company’s integration into enterprise security workflows, supporting higher platform stickiness and cross-sell opportunities.
The emphasis on AI-agent-based defense also aligns Databricks with a broader industry trend toward automated security operations, an area attracting significant venture and enterprise spending. This strategic framing may reinforce perceptions of Databricks as a key player at the intersection of data, AI, and security, which could be supportive for its long-term growth narrative and competitive positioning against both security specialists and cloud hyperscalers.