MGM Resorts International ($MGM) podcast mentions
It is kind of a crazy place to be. And one of the things that I've been thinking about with these is you just go through this list of companies This is not what they do. I mean, Boston Scientific is not a cybersecurity company, so they're going to offload that to somebody else. And, and the other thing that just, just comes to mind, think about the headlines with all these AI companies, right? Uh, OpenAI hacking into Hugging Face. These are companies that should know exactly what to do when it comes to cybersecurity, and they don't even have it all together. So how weak are the companies whose core business is doing something else, creating a medical device that's going to save somebody's life, and they're not spending The CEO and, you know, management team is not spending 24/7 thinking about, boy, how could hackers get into our system? I just continue to think AI is going to make this much easier. You know, we can go back to— you can almost— in every public company, you can see some sort of disclosure of cyberhacking. I remember, you know, 2023, it was MGM Resorts is one of the companies I follow. That's not a company you think of as a cyber company at all, or even a big tech leader, but they're having to deal with this. And if this is going to become more common with AI, guess what? We're going to spend more money using AI to defend this. And it's all just kind of a virtuous cycle of AI spending that doesn't actually add any value to anybody.
Lou Whitman · Motley Fool Hidden Gems Investing · GE Aerospace Goes Vertical (Integration) · 2026-09-08