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Google to buy Wiz for $32B

reuters.com

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Re: Google to buy Wiz for $32B

#321

Post by scarface_74 »

bigyabai wrote: post #289
scarface_74 wrote: post #264

Earlier quoted context omitted.

I am not talking about opinions on quality. I’m talking about objective measures in introducing a new product that moves the needle as far as revenue/profit and market share that is not cancelled quickly

Again, the parent's point stands. Apple is not changing the game with Apple Vision Pro or Apple Intelligence. Microsoft isn't getting accolades for Windows 11 and Copilot. It's not always smart to bet the farm on a product that nobody wants to pay for. Objectively speaking Google is one of the few companies that saw where the puck was headed and skated there. They built TensorFlow, they sponsored serious local AI res…

TensorFlow is a technology not a product. Having things in a “research” lab are not products. What product have they introduced in the past decade? 15 years? Android is the only one that has gotten any meaningful traction.

Does Google have a better LLM based product than OpenAI’s ChatGPT? Well personally for my use case, NotebookLM is better for some things. But it isn’t a better product for most people.

Androids position is so bad in the market as far as convincing consumers with money to buy one, Google has to pay Apple $20B+ a year to be the default search engine. I wouldn’t be surprised if Google pays more to be the default search engine on Apple devices than Google makes in mobile for Android.

From a consumer standpoint, Android has seen declining market share in the US, the Nest acquisition is floundering, Stadia was a failure, Pixel ships about the same number in a year that Apple ships iPhone in a a couple of weeks, WearOS has gone nowhere, no real tablet strategy (I Chromebooks have been a success in education so that’s kind of a mitigating factor), their tv strategy has pivoted a half dozen times, their messaging app strategy is schizophrenic (they had 5 separate messaging apps simultaneously at one point), AI summaries for Google search are half baked.

On the business side, GCP is just pathetic. I don’t mean as far as technology. But their account management, enterprise sales team and customer service is lackluster. I mentioned in another comment that when I worked at AWS ProServe, we never considered them a serious competitor.

GSuite has gained some traction in smaller companies. But hasn’t made a dent in government and enterprise where the real money is.

Look at Microsoft and Apple’s product mix as far as successful profit generating products and compare that to Google’s.

Re: Google to buy Wiz for $32B

#322

Post by otterley »

dttze wrote: post #315
otterley wrote: post #308

Earlier quoted context omitted.

The difference doesn't matter for the purpose of this thread. The comment was crude, inappropriate, and unnecessarily political.

Yes it does. If they were founded by former Russian or Chinese intel you would hear the same thing.

Israel is a democracy; Russia and China are not. Also, whataboutisms are childish arguments that don't belong on HN.

Re: Google to buy Wiz for $32B

#323

Post by film42 »

otterley wrote: post #297
film42 wrote: post #291

Earlier quoted context omitted.

Wiz by itself is a great business and public markets will price it accordingly, but Google is able to price it much higher because of its unique position. Wiz + GCP sales team will boost adoption of the main product, a Google branded security tool keeps eyes from looking out, and of course, the ability to move huge amounts of revenue from competitors over to GCP is something only a hyper-scaler can tap. At 36x+ valua…

On what are you basing your opinion that this is a "great deal"? Google is going to have to earn close to $100B in profit attributable to this acquisition over the next 10 years in order to financially justify it.

It's smart defense, great offense, and a good product behind it. Each eat a big chunk of that $100B target. I don't see Wiz as a 10 year company, I see it as a forever requirement for companies to manage all of their cloud resources (across all providers). It will be here as long as GCP/AWS are here. I expect a short path to ROI on this one.

Re: Google to buy Wiz for $32B

#324

Post by ignoramous »

Thorrez wrote: post #59
eitally wrote: post #7

Imho, and as a xoogler who's been in Google Cloud's ecosystem the past few years, Google Cloud's three big focus areas have been AI (this is an evolution from their historical focus on data, then also analytics), Distributed Cloud (Anthos++) and security (post the Mandiant acquisition). They'll never be able to compete on base infra, given their late entry into the game, lack of presence in certain markets, and the l…

>and security (post the Mandiant acquisition) As a Googler who works in GCP security, security has been a key differentiator for GCP long before the Mandiant acquisition. Google invented BeyondCorp (a primary driver of Zero Trust). Google helped create security keys (U2F, FIDO, Webauthn), and was I think the first major company to adopt them, both for employees, and for consumers. Google was one of the first major co…

To me, the security posture of Android (esp, the Pixels) & Chromium stands out as an outstanding contribution to humanity (given the reach of both those platforms).

> Google got hacked in 2009 by China (I believe that was the first time a major company admitted to being hacked by government).

Do they mind if they're legally "hacked" by a (Western) govt? All that security sophistication couldn't prevent LEAs from owning us all, unfortunately: https://therecord.media/google-refuses-to-deny-it-received-u... / https://archive.vn/mzZtI

Re: Google to buy Wiz for $32B

#325

Post by tdeck »

shilgapira wrote: post #309
tdeck wrote: post #250

Earlier quoted context omitted.

In Israel, a "normal civilian" sees the Sde Teiman video and thinks "those soldiers are heroes".

Would you have written the same sentence only with "China" and "Tiananmen Square"? It's really interesting to see these small mask-off moments when relatively veteran HN users allow themselves to indulge in such obvious bigotry as this comment. Weird how you only really see this happening when the post has some relation to the Jewish state.

Nothing you wrote actually refutes my point that these people not only escaped consequences, but they were protected by rioters and then becane celebrities in the Israeli late night circuit. Remind me which other countries had a debate in their parliament about whether it was OK to gang r*ape a prisoner in the rectum and send them to the hospital? When countries commit atrocities like that it's normal for there to be backlash.

Apparently it's a mask off moment to notice these things? Or maybe you should examine why you think they're normal.

Re: Google to buy Wiz for $32B

#327

Post by dttze »

otterley wrote: post #322
dttze wrote: post #315

Earlier quoted context omitted.

Yes it does. If they were founded by former Russian or Chinese intel you would hear the same thing.

Israel is a democracy; Russia and China are not. Also, whataboutisms are childish arguments that don't belong on HN.

[flagged]

Re: Google to buy Wiz for $32B

#329

Post by breppp »

majestik wrote: post #318

This deal isn't about security, it's about data. Google already have one of the best security teams in the industry - Project Zero [0]. They don't need Wiz's "enterprise" expertise for security. This deal is about DATA. Wiz, as a cybersecurity vendor, have full remote access to their customers cloud compute storage (EC2 EBS volumes, etc) in the name of "security scanning" - this is actually part of their unique selli…

So many sources yet no source of the actually outrageous claim that Google will use this to illegally siphon customer data

maybe this deal is about a company with a lot of revenue in an area google is heavily investing in: cloud security?

Re: Google to buy Wiz for $32B

#330

Post by belter »

otterley wrote: post #313
belter wrote: post #312

Earlier quoted context omitted.

Are you aware Wiz’s co-founders were part of Israeli cyber intelligence division known as Unit 8200? The “Israeli NSA”

So what? Technologies with military and intelligence origins become available to civilians all the time. That includes the Internet itself, which was originally sponsored by DARPA. Would you rather they have kept the technology to themselves?

[flagged]
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