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So they have similar valuation and ARR as Cloudflare. What is fishy?
Wiz hit 100M in mid 2021 and 350M ARR last year; now they're going to automagically get that to a Billion in a much tougher climate?
They've already started developing an M&A strategy and are closely linked with Gil Ranan of Cyberstarts
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So they have similar valuation and ARR as Cloudflare. What is fishy?
Cloud flare has it, they are aiming for it. Definite income vs possible income cannot be priced in the same way, assuming the CF valuation is justified.
Wiz also has amazing product market fit (almost everyone who's used it has raved about it).
And in the hierarchy of needs, it's easier to place infra security over "yet another CDN"
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Crowdstrike does endpoint security (user's PCs and servers too for checkbox ticking reasons). Wiz does cloud security. The same thing as Crowdstrike, but runs in your cloud environment (AWS/GCP/Azure) to detect issues there. Different customers, different profiles, different costs and prices.
I just don't see why that should have $23B market cap as opposed to $230M. A small team can challenge them with similar product.
https://www.crowdstrike.com/platform/cloud-security/cwpp/
That BSOD also impacting instances of Windows in AWS, Azure, and GCP.
Founded in 2020, with a $23B valuation, aiming for $1B ARR? CloudFlare is worth $26B and had ~$1.3B revenue last year. Something's fishy here.
Look at their financials, CloudFlare might be popular among the HN crowd but the stock is massively overvalued. At the end of the day they are a commodity CDN that somehow can’t run a profitable business.
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What is the usual way of doing this on Linux systems?
Every time I've ventured into it I ended up using Samba to pretend to be Active Directory vs LDAP + Kerberos ...
When I played with it I stayed away from self-managing something like it for linux-only systems and for mixed/cloud/online systems I use Entra Id
For those of you who - like me 30 minutes ago - have no idea what Wiz does and what CNAPP is: https://pulse.latio.tech/p/wtf-is-cnapp
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Whoosh… that's the entire point you missed right there.
… what was the point? I missed it too!? VCs returns looking like power law investment in the back end / mud on wall in the front end of a fund? Or that the author has been waiting for VC investment to stop? I don’t understand what he’s trying to suggest.
Their point is that we've been stuck in 1999 for 15 years, and not the decade before that.
Disagree all you want, but “it's been 25 years since 1999, you fail at math” makes no sense as a rebuttal.
Founded in 2020, with a $23B valuation, aiming for $1B ARR? CloudFlare is worth $26B and had ~$1.3B revenue last year. Something's fishy here.
https://techcrunch.com/2024/05/07/wiz-raises-1b-at-12b-valua...