171–180 of 288 posts
I was like "how the f* is a website builder possibly worth $23B" and then I realized Wiz is not Wix. And then I realized Wix has a market capitalization of $9B, and I'm still WTF.
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> clones EBS volumes and scans them on their infrastructure Crowdstrike: “you just install a kernel module with ring zero access and we’ll make sure you’re protected” Wiz: “hold my Red Bull…”
From the explanation here it sounds completely opposite concept, they download the server and check it rather than doing the checks on production environment
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Add me to the haven't heard of them list. Mind you I almost hadn't heard of Crowdstrike and they managed to brick the world.
Crowdstrike is enterprise only. Do you know of Active Directory? Most have no idea, even though it is a Windows Server feature from 2000. Some will live a life and even work not knowing.
Samba can act as an AD DC.
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Add me to the haven't heard of them list. Mind you I almost hadn't heard of Crowdstrike and they managed to brick the world.
Yup the world is big and even though we think we have heard stuff, there are more things beyond that. For example, I know a dev who makes mobile apps and clears 500_000 / month in profit and yet their app isn't really "popular". It is crazy.
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Crowdstrike is enterprise only. Do you know of Active Directory? Most have no idea, even though it is a Windows Server feature from 2000. Some will live a life and even work not knowing.
AD is fairly well known due to its relationship with LDAP and Kerberos. Samba can act as an AD DC.
And to be honest, it's fairly understandable. AD manages to be somewhat turnkey while doing the same thing on Linux systems is a major pain.
Most likely reason is FTC. Wiz integrates with big 4 cloud providers. No way FTC is allowing Google to take control. JD Vance's nomination and support for current FTC chair(Lina Khan) doesn't help. Current FTC is good(personal opinion) from anti trust point of view but maybe bad for startup exits[0]. [0] https://x.com/ID_AA_Carmack/status/1812978264484552987
Why settle for a measly $23B, when a successful IPO will get them 10x that?
At the end of the day there were a lot of employees up and down the organizational chart that would have been very happy with this deal. So I wish that we could see the inner workings of what went wrong.
The constant rumor mill around Wiz keeps turning, and one starts to ask if there are nefarious actions at play.
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Wiz does not do endpoint security. Different products entirely.
They certainly have resources to expand into that if needed
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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.
How do I, as an individual investor, capture the return of sending a shell to Ukraine? > 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 fundi…