161–170 of 288 posts
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>What I'm more shocked is that Google decided they can't build the same thing themselves. Faang is where amazing engineers go to produce nothing of value.
I disagree, a lot of value is created at FAANG by those amazing engineers. It's the free and open source tools and frameworks, though.
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On the one hand, even with the post-crash dip, CRWD has a $60.9 billion market cap, there's certainly marketshare to be taken from them. On the other hand, Wiz doesn't have an endpoint protection product (which is what failed for CRWD). They'd have to build one from scratch, which requires dedicated talent (engineers with kernel experience) that they might not have. If anyone is going after CRWD it'll be one of their…
These numbers sound like a complete out of world fantasy to me. CRWD has a product that the user is not going to notice, best case. Now you said Wiz doesn't even have that one (what does it have then?) And their valuation is on par with the whole annually Western support of Ukraine. A country at war and with 30M people in it. That for some completely invisible product. It is also 17 millions of these most expensive b…
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These numbers sound like a complete out of world fantasy to me. CRWD has a product that the user is not going to notice, best case. Now you said Wiz doesn't even have that one (what does it have then?) And their valuation is on par with the whole annually Western support of Ukraine. A country at war and with 30M people in it. That for some completely invisible product. It is also 17 millions of these most expensive b…
I think this is just a representation of where the money is in the world. Two things: - stocks are called stocks for a reason, they're not flows. $60bn is effectively an estimate of all future profits of the company over its lifetime - Crowdstrike generates a return by charging enterprises huge amounts of money to feel secure and tick security boxes (Actual security is questionable). Big enterprises have a lot of mon…
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Wiz does not do endpoint security. Different products entirely.
They certainly have resources to expand into that if needed
Adding a runtime security and EDR offering is not going to get them to a $23B valuation.
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They certainly have resources to expand into that if needed
They’d be competing with Crowdstrike, SentinelOne, Microsoft Defender, and Trend Micro not to mention existing CNAPP/CSPM offerings that have an agent for cloud runtime security as well as other cloud runtime security focused startups. Adding a runtime security and EDR offering is not going to get them to a $23B valuation.
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I think this is just a representation of where the money is in the world. Two things: - stocks are called stocks for a reason, they're not flows. $60bn is effectively an estimate of all future profits of the company over its lifetime - Crowdstrike generates a return by charging enterprises huge amounts of money to feel secure and tick security boxes (Actual security is questionable). Big enterprises have a lot of mon…
Pretending that being geopolitical superpower has no direct economic benefits is just silly. If USD lost the status of world's reserve currency it would have pretty catastrophic consequences for US economy.
> If USD lost the status of world's reserve currency it would have pretty catastrophic consequences for US economy
.. but for everyone at once. Collective action problem. You've argued why it's in the interest of the US government to tax people and send shells to Ukraine, but this is not an argument for Blackrock to divert VC funding to individual armored brigades.
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They’d be competing with Crowdstrike, SentinelOne, Microsoft Defender, and Trend Micro not to mention existing CNAPP/CSPM offerings that have an agent for cloud runtime security as well as other cloud runtime security focused startups. Adding a runtime security and EDR offering is not going to get them to a $23B valuation.
Sure and many others but outside of CrowdStrike most are not very competitive and being a fresh entry has it's benefits.
Google already has a world class security team, maybe one of the best in software.
What would they gain by this acquisition?
23 Billion is enough to pay 2000 engineers 1 million USD TC for more than 10 years.