It is fairly evident they are talking about carbon black.
Carbon black's kernel modules panics in 10.13 and when you use it for development workloads it eats up half of your CPU in kernel space, making the entire machine unresponsive.
All of the large SFBA tech companies have something like carbon black, and they proxy your DNS requests with openDNS. Every network interaction is logged and so is whatever you do on your computer, personal or not. Whatever controls they have over security engineers looking over that info is probably not enough. Creepy stalker sysadmin is a tech industry scandal waiting to happen.
I've also heard rumors at some companies they even give reports of what employees are doing on their computers to managers, and managers are told not to tell their reports. I also think google records every keystroke. Those are rumors so take that with a big grain of salt.
I don't like it, but if I want SFBA pay, I've come to accept there is no privacy on work computers. The only things I do on my work computer is HN & Twitter. Things that are effectively public. Everything else goes through my personal smartphone. I have my own computers, and in the end it mostly means I have to carry 5 extra pounds in my backpack sometimes.