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India’s Toughest Customers and Agentic AI Might Be Zscaler’s Real Moat

  • Zscaler's 'Zero Trust Exchange' is vital but agentic AI is gaining importance at their Zenith 2025 summit.
  • India has become a key market for Zscaler, growing from 13th to 5th place in sales.
  • Indian customers are known for being tough negotiators, driving Zscaler's technical advancements.
  • Zscaler is investing heavily in India for development and sales due to the rapid adoption of technology.
  • Adam Geller of Zscaler discusses the applications of generative AI in their products and the need to secure customer adoption of such AI.
  • Zscaler is using AI to improve data identification internally and build tools that aid users.
  • Zscaler processes 500 billion events daily, leveraging AI from predictive to generative AI and distributed AI agents.
  • There's a concern over the shift to distributed AI agents, posing new risks with data control.
  • Zscaler is an AI-first company with AI embedded in their products, focusing on improving AI capabilities.

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