Daily Tech Digest - February 09, 2026


Quote for the day:

"Leaders who make their teams successful are followed even through the hardest journeys." -- Gordon Tredgold



Agentic AI upends SaaS models & sparks valuation shock

The Software-as-a-Service market is moving away from seat-based licensing as agentic artificial intelligence tools change how companies build and purchase business software, according to analysts and industry executives. Investors have already reacted to the shift. A broad sell-off in software stocks followed recent advances in agentic technology, raising questions regarding the durability of current business models. Concerns persist that traditional revenue streams may be at risk as autonomous systems perform increasing volumes of work with fewer human users. ... Not every vendor is well positioned for the transition. Industry observers are using the term "zombie SaaS" for companies that raised large rounds at peak valuations from 2020 to 2022 and now trade or transact below the total capital invested. These businesses often face a mismatch between historical expectations and current demand. They can struggle to raise new funding and may lack the growth rate needed to justify earlier valuations. Meanwhile, newer entrants can build competing products faster and at lower cost, increasing pressure on incumbents with larger cost structures. ... AI is also reshaping procurement decisions. Some companies are shifting toward internal tools as non-technical teams gain access to systems that generate software from natural-language prompts and templates. Industry discussion points to Ramp building internal revenue tools and AI agents in place of third-party software. 


Software developers: Prime cyber targets and a rising risk vector for CISOs

Attackers are increasingly targeting the tools, access, and trusted channels used by software developers rather than simply exploiting application bugs. The threats blend technical compromise — malicious packages, development pipeline abuse, etc. — with social engineering and AI-driven attacks. ... The tokens, API keys, cloud credentials, and CI/CD secrets held by software developers unlock far broader access than a typical office user account, making software engineers a prime target for cybercriminals. “They [developers] hold the keys to the kingdom, privileged access to source code and cloud infrastructure, making them a high-value target,” Wood adds. ... Attackers aren’t just looking for flaws in code — they’re looking for access to software development environments. Common security shortcomings, including overprivileged service accounts, long-lived tokens, and misconfigured pipelines, offer a ready means for illicit entry into sensitive software development environments. “Improperly stored access credentials are low-hanging fruit for even the most amateur of threat actors,” says Crystal Morin, senior cybersecurity strategist at cloud-native security and observability vendor Sysdig. ... AI-assisted development and “vibe coding” are increasing exposure to risk, especially because such code is often generated quickly without adequate testing, documentation, or traceability.


How network modernization enables AI success and quantum readiness

In essence, inadequate networks limit the ability of AI “blood” to nourish the body of an organization — weakening it and stifling its growth. Many enterprise networks developed incrementally over time, with successive layers of technology implemented over time. Mergers, divestitures, and one-off projects to solve immediate problems have left organizations with a patchwork of architectures, vendors and configurations. ... As AI traffic increases across data centers, clouds, and the edge, blind spots multiply. Once-manageable technical debt becomes an active security liability, expanding the attack surface and undermining Zero Trust initiatives as AI-driven traffic increases. ... Quantum computers could break today’s encryption standards, exposing sensitive financial, healthcare and operational data. Worse, attackers are already engaging in “harvest now, decrypt later” strategies — stealing encrypted data today to exploit tomorrow. The relevance to networking and AI issues is straightforward. Preparing for the challenges (and opportunities) of quantum computing will be an incremental, multi-year project that needs to start now. Enterprise IT infrastructures must be able to adapt and scale to quantum computing developments as they evolve. Companies will need to be able to “skate to where the puck will be,” and then skate again! While becoming quantum-safe may seem daunting, organizations don’t have to do it all at once. 


Rethinking next-generation OT SOC as IT/OT convergence reshapes industrial cyber defense

Clear gains from next-generation OT SOC innovation emerge across real-world applications, such as OT-aware detection, AI-assisted triage, and distributed SOC models designed to reflect the day-to-day realities of operating critical infrastructure. ... The line between what is OT and what is IT is blurred. Each customer, scenario, and request proposal shows a unique fingerprint of architectural, process, and industry-related concerns. Our OT SOC development program integrated industrial network sensors with enterprise SOC, enabling holistic monitoring of plants and offices together. ... Risk is no longer discussed purely from a cyber perspective, but in terms of operational impact, safety, and reliability, which is more consequence-driven. When convergence is implemented securely, alerts are no longer investigated in isolation; identity, remote access activity, asset criticality, and process context are correlated together. ... From a practical standpoint, Mashirova said that automation delivers the most operational value in enrichment, correlation, prioritization, and workflow orchestration. “Automating asset context, vulnerability risk prioritization with remediation recommendations, alert deduplication, and escalation logic dramatically improves analyst efficiency without directly impacting the industrial process. AI agents can act as SOC assistants by correlating large volumes of data and providing decision support to analysts.”


Shai-hulud: The Hidden Cost of Supply Chain Attacks

In recent months, a somewhat novel supply chain threat has emerged against the open source community; attackers are unleashing self-propagating malware on component libraries and targeting downstream victims with infostealers. The most famous recent example of this is Shai-hulud, a worm targeting NPM projects that would take hold when a victim downloads a poisoned component. Once on a victim machine, the malware used its access to infect components that the victim maintains before self-publishing poisoned versions. ... Another consideration is long-term, lasting damage from these incidents. Sygnia's Kidron explains that the impact of a compromise like credential theft happens on a wider time scale. If the issue has not been adequately contained, attackers can sell access or use it for follow-on activity later. "In practice, damage unfolds across time frames. Immediately — within hours to the first few days after exposure, the primary risk is credential exposure: these campaigns are designed to execute inside developer and CI/CD paths where tokens and secrets are accessible," he says. "When those secrets leak, the downstream harm is not abstract — the attacker can use them (or sell them) to authenticate as the victim and access private repositories, pull data, tamper with code, trigger builds, publish packages, access cloud resources, or perform actions “on behalf” of legitimate identities." 


United Airlines CISO on building resilience when disruption is inevitable

Modernization in aviation is less about speed and more about precision. Every change must measurably improve safety, reliability, or resilience. Cybersecurity must respect that bar. ... Cyber risk is assessed in terms of how it affects the ability to move aircraft, crew, and passengers safely and on time. It also means cybersecurity leaders must understand the business end-to-end. You cannot protect an airline effectively without understanding flight operations, maintenance, weather, crew scheduling, and regulatory constraints. Cybersecurity becomes an enabler of safe operations, not a separate technical function. ... Risk assessment goes beyond vendor questionnaires. It includes scenario analysis, operational impact modeling, and close coordination with partners, regulators, and industry groups. Information sharing is essential, because early awareness often matters more than perfect control. Ultimately, we assume some disruptions will originate externally. The goal is to detect them quickly, understand their operational impact, and adapt without compromising safety. Resilience and coordination are just as important as contractual controls. ... Speed matters, but clarity matters more. We also plan extensively in advance. You cannot improvise under pressure when aircraft and passengers are involved. Clear playbooks, rehearsals, and defined decision authorities allow teams to act decisively while staying aligned with safety principles.


Securing IoT devices: why passwords are not enough

Traditional passwords are often not secure enough for technological devices or systems. Many consumers use the default password that comes with the system rather than changing it to a more secure one. When people update their passwords, they often choose weak ones that are easy for cyberattackers to crack. The volume of IoT devices makes manual password management inefficient and risky. A primary threat is the lack of encryption as data travels between networks. When multiple devices are connected, encryption is key to protecting information. Another threat is poor network segmentation, which means connected devices are misconfigured or less secure. ... Adopting a zero-trust methodology is a better cybersecurity measure than traditional password-based systems. IoT devices can still require a password, but the system may ask for additional information to verify the user’s authorization. Users can set up passkeys, security questions or other methods as the next step after entering a password. ... AI can be used both offensively and defensively in cybersecurity for IoT devices. Hackers use AI to launch advanced attacks, but users can also implement AI to detect suspicious behaviour and address threats. Consumers can purchase AI security systems to safeguard their IoT devices beyond passwords, but they must remain vigilant and continuously monitor their usage to prevent cyberattackers from infiltrating them.


Creating a Top-Down and Bottom-Up Grounded Capability Model

A grounded capability model is a complete and stable set of these capabilities, structured in levels from level 1 to sometimes level 4 so senior leaders, middle managers, architects, and digital transformation managers can see the business as an integrated whole. The “grounded” part matters: it means the model reflects strategy and business design, not the quirks of today’s org chart or application portfolio. ... Business Architecture Info emphasizes that a grounded capability model is best built by combining top-down strategic direction with bottom-up operational reality. The top-down view ensures the model is aligned to the business plan and strategic goals, while the bottom-up view ensures it is validated against real value streams, objectives, and subject-matter expertise. ... Top-down capability modeling needs the right stakeholders and the right strategic inputs. On the stakeholder side, senior leaders are essential because they own direction, priorities, and the definition of “what good looks like.” The EA team, enterprise architects and business architects, translates that direction into a structured capability view. ... Bottom-up capability modeling grounds the model in delivery and operational truth. It relies heavily on middle managers, subject matter experts, and business experts. In other words, people who know how value is produced, where friction exists, and what “enablement” really takes. The EA team remains a key facilitator and modeler, but validation and discovery come from the business.


Secure The Path, Not The Chokepoint

The argument here is simple: baseline security policy should be enforced along the path where packets already travel. Programmable data planes, particularly P4 on programmable switching targets, make it possible to enforce meaningful guardrails at line rate, close to the workload, without redesigning the network into a set of security detours. ... When enforcement is concentrated on a few devices, the architecture depends on traffic detours or assumptions about where traffic flows. That creates three practical problems: First, important east west traffic may never traverse an inspection point. Second, response actions often depend on where a firewall sits rather than where the attacker is operating. Third, changes become slow and risky because every new workload pattern becomes another exception. ... A fabric first model succeeds when it focuses on controls that are simple, universal, and have a high impact. ... A fabric first approach does not remove the need for firewalls. Deep application inspection, proxy functions, content controls, and specialized policy workflows still make sense where rich context exists and where inspection overhead is acceptable. The shift is about default placement. Baseline guardrails and rapid containment belong in the fabric. ... A small set of metrics usually tells the story clearly: time from detection to enforced containment, reduction in unintended internal connection attempts, and time to produce a credible incident narrative during review.


Banks Face Dual Authentication Crisis From AI Agents

Traditional authentication relies upon point-in-time verification like MFA and a password, after which access is granted. Over the years, banks have analyzed human spending patterns. But AI agents purchasing around the clock and seeking optimal deals have rendered that model obsolete. "With autonomous agents transacting on behalf of users, the distinction between legitimate and fraudulent activity is blurred, and a single compromised identity could trigger automated losses at scale," said Ajay Patel, head of agentic commerce at Prove. ... But before banks can address the authentication problem, they need to fix their data infrastructure, said Carey Ransom, managing director at BankTech Ventures. AI agents need clean, contextually appropriate data, banks don't yet have standardized ways to provide it. So, when mistakes occur, who is at fault, and who is liable for making things right? When AI agents can spawn sub-agents that delegate tasks to other AI systems throughout a transaction chain, the liability question gets murky. ... Layered authentication that balances security with the speed will reduce agentic AI valuable risks, Ransom said. "Variant transaction requests might require a new layer or type of authentication to ensure it is legitimate and reflecting the desired activity," he said. "Checks and balances will be a prevailing approach to protect both sides, while still enabling the autonomy and efficiency the market desires."

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