$4 Billion Says Your Door Controller Is a Cybersecurity Asset. Is Your Company Listening?

Episode 22 | $4 Billion Says Your Door Controller Is a Cybersecurity Asset. Is Your Company Listening?

This week, Lee breaks down Verkada's move to scale its physical AI platform to 2.4 million devices across 170 countries with new backing from Nvidia — and why the real story isn't the investment, it's the category claim. Then: Accenture pays $4.175 billion for a majority stake in Dragos, Run Zero, and NetRise, and suddenly your door controller looks a lot more like a connected device that needs to be inventoried.

Lee also covers Gallagher Security's new AI-powered visitor management platform, recaps a day spent with locksmiths standing between three worlds at ALOA, and makes the case that this industry has a marketing problem — not a budget problem.

In this episode:
-Verkada scales its physical AI platform to 2.4M devices across 170 countries with new Nvidia backing
-Accenture acquires majority stake in Dragos, Run Zero, and NetRise for $4.175B
-Gallagher Security launches AI-powered visitor management, natively integrated with Command Centre
-A recap from ALOA: locksmiths standing between three worlds
-Tony Dong's breakdown of how (and why) access control companies borrow money
-Big M marketing vs. small m marketing — and why this industry keeps confusing the two