41–50 of 69 posts
Let a thousand shitty obstacles to getting work done bloom.
Earlier quoted context omitted.
Which country? (Not necessarily doubting you, just curious.)
1. Go shopping https://www.privateislandsonline.com 2. Use the remaining billions to purchase a military force 3. Declare yourself sovereign 4. Export your goods and services at reasonable prices. 5. Be recognized by international organizations 6. You're literally a country for less than $24B
Earlier quoted context omitted.
Which country? (Not necessarily doubting you, just curious.)
1. Go shopping https://www.privateislandsonline.com 2. Use the remaining billions to purchase a military force 3. Declare yourself sovereign 4. Export your goods and services at reasonable prices. 5. Be recognized by international organizations 6. You're literally a country for less than $24B
Good luck with that. No one has been able to do it for decades on unclaimed land like Sealand or Liberland. And you want to essentially annex another country's territory by force and be recognized? That's pure fantasy.
As long as this goes better than the VMWare merger with Broadcom. What a mess (still)
It was expensive but worth every penny in my opinion, and it was literally everywhere. In enterprise IT it was just what you did, there was never really much of a question.
Nutanix will eventually eat the lunch that Broadcom doesn’t even care to try to eat.
In 2024 Cyberark had $1 billion in revenue. Can anyone comment on how this $25B number makes sense for Palo Alto?
Earlier quoted context omitted.
1. Go shopping https://www.privateislandsonline.com 2. Use the remaining billions to purchase a military force 3. Declare yourself sovereign 4. Export your goods and services at reasonable prices. 5. Be recognized by international organizations 6. You're literally a country for less than $24B
> 5. Be recognized by international organizations Good luck with that. No one has been able to do it for decades on unclaimed land like Sealand or Liberland. And you want to essentially annex another country's territory by force and be recognized? That's pure fantasy.
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Palo Alto is a legacy dinosaur? Pretty sure they are the current market leader in both firewalls and SOAR.
There are market leaders in everything from DSL modems to tape drives. Most companies in 2025 don't own hardware firewalls. You're proving his point.
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There are market leaders in everything from DSL modems to tape drives. Most companies in 2025 don't own hardware firewalls. You're proving his point.
Are you thinking of Cisco or Juniper? Please link me to where Palo Alto sells DSL modems or Tape Drives.
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Sure, Palo Alto can acquire Cyberark and then use its sales organization to up-sell its customers on CyberArk's offering. I've seen this at Microsoft where acquiring startups that provide capabilities and then incorporating them into Azure or Defender led to the usage of those capabilities skyrocketing and those particular acquisitions (not going to specifics because NDA) ended up being profitable.
The Silicon Valley playbook for the last few decades has just been to acquire monopolies and then exploit them. That’s illegal of course but we stopped enforcing those laws somewhere in the early 2000s so here we are.
I worked for PAN back in the days where the sentiment, directly from Nir Zuk (founder), was: innovators dilemma. There's a relatively recent article [0] on the early days that does a nice job of laying out how that was a core tenant of how PAN operated. At the time I was there Mark McLaughlin was leading the charge as CEO and was the right person to drive PAN to $100M ARR.
But as you see the company shift after Mark you really start to see less of an engineering mindset of bringing new and disruptive technology to the landscape. Nikesh doesn't know how to do that. He's an ex-Googler and a finance background to boot. PAN is no longer disruptive in the technical sense. They're now disruptive to fresh ideas and good technology, which is bad for everyone.
I work now in a segment that competes with PAN in a small niche of their product set and I've displaced their points solution dozens of times in the last year. The product we're displacing is a product that PAN acquired in early 2019. The customers on that platform constantly complain about how the product has not evolved in years and support at PAN is horrendous. The last point, support, used to be a shining light for PAN. They had exceptional support - but, as with all things, scaling high quality is hard. It's why you won't find an In-N-Out too far off the Pacific coast. It's because of quality and their commitment to it. PAN is chasing stock prices and revenue, they aren't committed to their customers as they once were.
[0] https://94040.substack.com/p/disruption-in-the-firewall-the-...