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Google’s acquisition of Wiz easily combined all of its previous acquisitions—DoubleClick, YouTube, Motorola, Nest, Looker, and others—totaling approximately $31+ billion. Key questions as a result: 1/ Security Gold Rush: Is Google signalling that cloud security is now more

$AMZN $GOOGL $MSFT via Francis

Last but not least :) As someone who's spent time with three of the Wiz founders and met many cloud security vendors, my new report is less about the news and more about the future of cloud security. I just published a detailed analysis of everything. Here are the five

Thanks for sharing! Mukund Mohan Please check out my latest report on the Google + Wiz see acquisition!

Wiz acquire is more than all $GOOG acquires

The top dogs in Cloud Cybersecurity revenues in recent months! 1. Wiz 2. Palo Alto Networks 3. Crowdstrike 4. SentinelOne 5. Orca 6. Lacework / Fortinet 7. Sysdig. *** *Est as of a few months ago. Massie implications for the cybersecurity ecosystem post-Google's acq.

Bullish on cyber 🐂😎

Proud to be on Francis's radar. Learn more about Anomali's cloud-native #SIEM + data lake here: linkedin.com/posts/francis-…

Happy Easter, Everyone! Jesus Christ is Risen!

I analyzed Exaforce Inc. . in stealth mode before they announced their $75M Series A funding last week. As an analyst who's seen a lot of “agentic SOC” pitches, I thought they had some differentiated things (perhaps what convinced their investors on a BIG round). A few thoughts.

On the cusp of Palo Alto Networks acquisition of Protect AI, made revisit our research on AI Sec in 2024 w/Francis, In retrospect, the $CISCO and $PANW calls were right; I suspect we'll see one or two more larger acquisitions. AI Security is quickly maturing!

Excited that I launched my Cybersecurity bootcamp! The program walks you through every aspect of Cybersecurity market, categories and acronyms. The need for cyber leaders and practitioners to be multidimensional is increasingly critical across major attack surfaces: 1. Cloud