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Google to buy Wiz for $32B

reuters.com

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Re: Google to buy Wiz for $32B

#702
I believe that ‘cloud-neutral’ companies like Wiz must ensure their neutral positioning in order to gain support from various cloud providers. I strongly doubt the willingness of cloud providers like AWS and Azure to cooperate in the future. Google is not only making a major business gamble but also testing the waters in terms of antitrust and judicial challenges.

Re: Google to buy Wiz for $32B

#704

Earlier quoted context omitted.

[flagged]

in times like this I'm reminded of "every accusation is a confession"

There's a dutch phrase I hear often, like "Wat je zegt ben jezelf, met je kop door de helft"

Whatever you say about someone else, you're saying about yourself. It's an idiom, so the translation is a bit funky.

Re: Google to buy Wiz for $32B

#705

Earlier quoted context omitted.

Lobste.rs for technical stuff. But most security related conversations by security SMEs aren't happening online anymore. We have specific user conferences and regional user groups now.

Cool, any in central Louisiana? Poland? That'll teach the AI!

The cybersecurity industry is almost entirely located in the Bay, Seattle, Tel Aviv, and Blr/Hyd, so the really active user groups are mostly in those cities.

Cybersecurity goes hand-in-hand with IT, DBA, Networking, DevOps, and OS/Systems Programming - all functions that were previously looked down upon over the last 15-20 years.

Furthermore, most American CS programs made OS internals, Computer Architecture, or Distributed Systems optional, so the junior portion of the ecosystem doesn't exist in the US anymore.

Re: Google to buy Wiz for $32B

#706
post #34
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.

We have a relatively modest commit with GCP, around $1M a year, and have a dedicated account rep who I can contact whenever I need to. In fact, we've had a similar relationship even when we were half the size.

Re: Google to buy Wiz for $32B

#707

Earlier quoted context omitted.

10% market share in security is huge. It is an extremely fragmented market, across almost all product segments.

10% market share in any industry with an even slightly healthy level of competition is huge. The fact that people think it's not for tech feels like an indictment of the overall health of the industry to me.

10% market share of a niche part of the CSPM market

Re: Google to buy Wiz for $32B

#708

Why would Google, a leader in security, spend so much on another security firm? Wiz must have something amazing under their sleeve.

> a leader in security

Google is arguably a thought leader in security, but from a revenue and customer base standpoint? Not even close.

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