Google Security Center Wiz Google Agentic Wiz Security
They grossly overpaid if they aren't keeping it cloud agnostic. It's impressive software, but if it's only compatible with GCP it will not survive in this space.
AWS and GCP also made a joint announcement about multi cloud networking for a similar reason
https://aws.amazon.com/blogs/networking-and-content-delivery...
I'm curious how much of that information is going to pass between Wiz and Google Cloud product/sales. It's effectively x-ray vision into some huge workloads running on their competitors.
Apparently the cybersec bigwigs at our company love it, but for me I have to write a detailed explaination why another 'incident report' the clueless cybersecurity guys keep bothering me with is actually nonsense.
I wonder if there are antitrust lawyers watching this closely. Would be really interesting to get their perspective on this.
That said: the goal with Google M&A remains the same as always. Take competition off the board. I don't know this company or how they compete with Google, but 80% chance that's the play.
They are culturally incapable of merging other people's tech into their own stack and have both the tendency to rewrite everything from scratch on their own bespoke technologies and also internal engineering teams that will bristle at having a foreign body invade their cathedral.
You could say it would be talent acquisition but most everyone who comes from a startup walks as soon as their golden handcuffs loosen and they can find something else to do. Going from startup to Google is usually torturous.
Been through this 15 years ago. I don't think anything has changed.
Is that the kind of integration you are refering to?
I bet someone has actually studied the effect of leading letters in startup names and funding & acquisitions, I vaguely seem to remember a story about it in the past.
Like how ‘X’ attracts marketing and typographic knuckle-draggers in English, or how all our AI companies have butthole logos for reasons that only make sense if you understand the underlying companies and culture.
In Israel, the university you attended matters less than the unit you served. For example, if you want to become a senior politician, you join Sayeret Matkal and if you want to become an academic you end up in Talpiot.
8200s success is largely due to a couple early exits by 8200 alums (Gili Raanan, Nir Zuk, Shlomo Kramer) who were biased in recruiting from their unit. 8200 alums aren't better or worse than other Israelis - they just have a better network.
And Israel has multiple SIGINT and offensive/defensive cybersecurity units, all of whom created similar networks as well.
It's a pity going public isn't worth it anymore.
Then Google will buy them too.
Israeli VC is uninterested in IPOs in general - too much of an operational headache and it's difficult to exit a position.
In most cases an IPO isn't worth it for founders because an IPO means you lose operational control.
The system working as intended.
“Competition is for losers” - Peter Thiel
Here's my full thread on it: https://x.com/paulbiggar/status/1902329587050148068
https://www.forbes.com/sites/iainmartin/2024/10/28/this-vc-b...
> Two security executives told Forbes they rejected overtures from Raanan’s team after hearing about the firm’s “menu” of compensation. “I was completely aghast. It was against my principles,” one said.
If they don’t, they risk destroying the very advantage that made Wiz valuable in the first place.
napolux•1h ago