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Google to buy Wiz for $32B

reuters.com

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Re: Google to buy Wiz for $32B

#611

Post by someperson »

alephnerd wrote: post #513
manquer wrote: post #505

Earlier quoted context omitted.

> It is not so mossad-y. Would we (i.e. anyone not in the intelligence space) know how intelligence service-y software would look like ? . Aren't all such organizations trained and designed to be inconspicuous and in places we are unlikely to expect.

Mossad aren't the guys doing cyber ops in Israel. They're suave arsim (how else can you blend in Beirut or Tehran). Also, if you've worked with Israeli government cybersecurity teams, they aren't much different in caliber from the kind you'd find at the NSA, GCHQ, or Netherlands.

> They're suave arsim (how else can you blend in Beirut or Tehran).

To save others looking up what 'suave arsim' meant:

1. suave -- a normal English the word for charming/confident

2. "arsim" [1] -- apparently a former ethnic slur for Mizrahi Jews [2] now repurposed to mean crude, loud and brash (which sound to me like the equivalent of the British slang term 'chav').

[1] https://en.wikipedia.org/wiki/Ars_(slang)

[2] https://en.wikipedia.org/wiki/Mizrahi_Jews

Re: Google to buy Wiz for $32B

#612

Post by 1oooqooq »

alephnerd wrote: post #508
1oooqooq wrote: post #449

Earlier quoted context omitted.

most people here are also in security and still haven't heard. It's more likely backroom kickbacks (and/or mossad) than invisible unicorn.

> most people here are also in security No they aren't. I've been a cybersecurity SWE, PM, and VC for a decade at this point and I've almost never found any relevant security or enterprise SaaS related content on HN. For a hot second (around 2018-2019) there was solid conversations around eBPF, io_uring, or cloud posture management, but that doesn't happen on here anymore. Same with MLOps and ML Infra as well - almos…

i don't consider installing yet another 3rd party keys on my 3rd party cloud vnet as adding security... but maybe that's just me.

Re: Google to buy Wiz for $32B

#613

Post by megous »

blackhawkC17 wrote: post #173
guappa wrote: post #88

Earlier quoted context omitted.

Probably the entire company's purpose is to gain access to secrets. Anyway, Chomsky claims that there's 0 distinction between USA and Israel, so if you see it from that point of view, it makes little difference.

A dumb conspiracy theory. Israel has mandatory conscription (barring some cases), and many of the smart ones are recruited into Unit 8200. It's not surprising that they go on to start cyber companies once conscription ends, given that's a major focus of the Unit.

For me it's enough that if Chinese intelligence officers were founding software security companies, I'd not use the product. It's the same idea for Israel. Conscription just makes it worse, because more of their citizens are then suspect.

Not supporting people who take part in the crime of persecution, is a nice side effect.

Re: Google to buy Wiz for $32B

#614

Post by xvector »

freeqaz wrote: post #456
dinobones wrote: post #433

This makes no sense. Assume 1,000 customers each generating $2m in ARR with contracts. That’s $2 billion. Assume generous 6x ARR valuation, that’s $12 billion. Where is this $20 billion premium coming from? How could the board approve this? How is this fair to shareholders? Heck, as a minor shareholder in GOOG, I don’t find this financially responsible at all. I can’t help but think sometimes these tech acquisitions…

Imagine you are a company, like Wiz, that is still growing fast. Sure, your valuation could be based on revenue today. But why would you sell if you're "worth" $12bn right now, but you'll be "worth" 32bn in a few years? Why give up the control? The only way for a company like Google to buy Wiz is to add a premium. Otherwise the company will just say "no". This literally happened to Figma as well. And there is a histo…

The top shareholders might want to cash out and move on to their next venture, thus netting more money

Re: Google to buy Wiz for $32B

#615

Post by [deleted] »

rockskon wrote: post #605
debarshri wrote: post #586

Earlier quoted context omitted.

CSPM is very crowded space. There are quite some new and emerging providers. Wiz out of the scene opens up new opportunities.

Opportunity for opportunity sake isn't a virtue if it gets rid of one of the few providers that was any good.

[deleted]

Re: Google to buy Wiz for $32B

#617

Post by TeMPOraL »

1oooqooq wrote: post #612
alephnerd wrote: post #508

Earlier quoted context omitted.

> most people here are also in security No they aren't. I've been a cybersecurity SWE, PM, and VC for a decade at this point and I've almost never found any relevant security or enterprise SaaS related content on HN. For a hot second (around 2018-2019) there was solid conversations around eBPF, io_uring, or cloud posture management, but that doesn't happen on here anymore. Same with MLOps and ML Infra as well - almos…

i don't consider installing yet another 3rd party keys on my 3rd party cloud vnet as adding security... but maybe that's just me.

Well, it depends what it does to your liability. If, in case of attack, it ends up shifting the blame to a third party, then yes, that's considered adding security in enterprise space.

Re: Google to buy Wiz for $32B

#618

Post by chairmansteve »

belter wrote: post #34
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…

> a way for Google to secure a beachhead in half the Fortune 100 If that is their objective, they will fail again, since this is the land of good account management. Being able to call somebody on the phone if required. Something AWS excels on, Microsoft a little bit, while Google is rumored to have humans working there, but they are rarely seen.

Yep. That is top of my list when choosing a cloud provider.

Re: Google to buy Wiz for $32B

#619

Post by decimalenough »

bfeynman wrote: post #601
jopsen wrote: post #541

Earlier quoted context omitted.

Having previously used AWS, I would also say that GCP IAM is much better. Yes, it's a lot less flexible than AWS IAM, but complicated IAM policies with conditions and stuff can be really hard to reason about. Disclosure: my thoughts are my own.

That is insane. AWS has more complicated policies, GCP literally lacks ability to even have easy security posture in many cases.

That's quite the claim, can you provide an example?

GCP is permissive out of the box and things like the Compute Engine service account having the basic Editor role by default is a bit of a footgun, but they're trivially turned off.

Re: Google to buy Wiz for $32B

#620

Post by glenngillen »

arccy wrote: post #33
mrweasel wrote: post #26

Earlier quoted context omitted.

I can't help feel like this will be rolled into GCP and quickly lose support for Azure and AWS and then just die. That's a lot of money to spend to kill off a business.

GCP has been doing more multi cloud stuff lately though: Anthos for K8s in other clouds, BigQuery Omni for bigquery in other clouds

They even had a whole campaign recently (maybe reInvent?) that said something to the effect of “we know we’re you’re second cloud”
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