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Cisco's Cybersecurity Shopping Spree (Part 2)
What the Alaska Purchase and Seward's Folly can teach us about the strategy and upside for Cisco's acquisition of Splunk.
Cole Grolmus
57 posts
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The Cybersecurity Revolutions
Rak Garg is the Oracle who gave us cybersecurity estates. Take the red pill, bend the spoon, and break free from the simulation.
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No Way Out: The Changing World of Cybersecurity Exits
Cybersecurity has too many companies with high valuations for all of them to have successful exits. Good strategic choices can ease the pain and set us on a trajectory higher than ever before.
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Why We're Stuck With Passwords
Passkeys are the future, but the future is definitely not evenly distributed yet. We're all stuck with passwords until a lot more companies offer passkeys.
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Cisco’s Cybersecurity Shopping Spree (Part 1)
The first of a two-part series about the past, present, and future of Cisco's cybersecurity business after its game-changing acquisition of Splunk.
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Y Combinator's Summer 2023 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the 10 cybersecurity, privacy, and trust startups in Y Combinator's Summer 2023 batch.
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The Audacious Future of Palo Alto Networks
A deeper look into the bold vision for cybersecurity's largest company and its impact on the future of the industry.
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An Interview with Mitiga’s Tal Mozes on Charting a New Path in Cloud Incident Response
A discussion about building a product company from a services background, the unique risks and advantages of cloud IR (incident response), the value of tech-enabled services, and the future of his cloud and SaaS IR company, Mitiga.
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The Convergence of Cybersecurity and Everything
Exploring the convergence of cybersecurity with adjacent markets, the impact of this trend so far, and what we can expect in the future.
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Momentum Cyber's RSA Conference 2023 Recap
Recapping the trends and highlights from RSA Conference 2023 with Momentum Cyber.
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An Interview with Ryan Cooke about JumpWire and Data Encryption
A discussion about new developments in the data encryption market, what to think about when implementing it, and overcoming the fears people have about encryption.
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Y Combinator's Winter 2023 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the nine cybersecurity, privacy, and trust startups in Y Combinator's Winter 2023 batch.
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2022 Cybersecurity Annual Earnings Recap (Part 2)
Part 2 of a series analyzing annual earnings announcements, including Qualys, Rapid7, and Tenable.
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An Interview With dope.security Founder and CEO Kunal Agarwal
A discussion about re-imagining the Secure Web Gateway (SWG) with fly direct, building an authentic brand, and the future of dope.security.
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2022 Cybersecurity Annual Earnings Recap (Part 1)
Part 1 of a series analyzing annual earnings announcements, including Cloudflare, Check Point, CyberArk, and Fortinet.
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An Interview With Ron Nissim About Entitle and the Cloud IGA Renaissance
Co-founder and CEO Ron Nissim and I discussed the launch of Entitle, a Cloud Identity Governance and Administration (IGA) company emerging from stealth today.
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The Evolution of Cybersecurity Services
A special report on the impact of Google Cloud's acquisition of Mandiant and the convergence of next-generation cybersecurity services.
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Agency: Personalized Managed Cybersecurity
Exploring a new paradigm to secure personal devices for individuals and defend against cyber attacks.
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The Mirage of Mandiant: Post-Acquisition Follow-Up
Revisiting the strategic implications of Google Cloud and Mandiant following the Google Cloud Next conference.
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Y Combinator's Summer 2022 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the 13 cybersecurity, privacy, and trust startups in Y Combinator's Summer 2022 batch.
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Revisiting Cybersecurity's 2022 IPO Pipeline
Assessing the impact of the current economic downturn on cybersecurity's IPO candidates.
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The Strategic Impact of Verizon's 2022 Data Breach Investigations Report
Analyzing the themes and impact of security incidents and breaches from Verizon's 2022 DBIR.
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SYN Ventures and the Specialization of Cybersecurity Venture Capital
A deep dive into SYN Ventures and the rise of specialist venture capital funds within the cybersecurity ecosystem.
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Momentum Cyber RSA Conference 2022 Recap
Recapping the trends and highlights from RSA Conference 2022 with Momentum Cyber.
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BalkanID and the Evolution of Access Governance
A deeper look into BalkanID's product launch and the dawn of a new era for access governance.
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An Intro to Consolidation and Aggregation in Cybersecurity
Exploring the industry-defining concepts of consolidation and Aggregation Theory within cybersecurity.
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What Developers Need to Know About the Strategy of Security
A wide view of strategic trends across application security, their impact, and ideas for making the most of the changes we're facing.
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Bravo, Thoma Bravo
A deeper look into Thoma Bravo, the audacious private equity firm that's reshaping the cybersecurity ecosystem.
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Cybersecurity Ecosystem Mapping Updates: April 2022
Reflection, future plans, and a large set of updates to the original cybersecurity ecosystem mapping.
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Decoding Zero Trust Marketing With Appgate's Chief Marketing Officer
A discussion with Julie Preiss, Appgate's Chief Marketing Officer, about a "Zero BS" approach for Zero Trust marketing.
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Y Combinator's Winter 2022 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the 12 cybersecurity, privacy, and trust startups in Y Combinator's Winter 2022 batch.
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Earnings: CrowdStrike and SentinelOne 2022 Annual Earnings Recap
A recap of annual earnings and strategy for CrowdStrike and SentinelOne, two hypergrowth companies in the Endpoint Detection and Response market.
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The Mirage of Mandiant
Mandiant's run as an independent company has come and gone, but an exciting future lies ahead within Google Cloud.
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Earnings: Identity and Access Management 2021 Annual Earnings Recap
A recap of annual earnings and strategy for public Identity and Access Management (IAM) companies.
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Earnings: February 2022 Recap
Recapping a busy month of annual earnings announcements and their impact on the cybersecurity ecosystem.
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Themes From Momentum Cyber's 2022 Cybersecurity Almanac
Interesting themes about the business of cybersecurity from the best data in the industry.
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What Is Security?
Understanding the true meaning of security and its impact beyond the cybersecurity industry.
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1Password's Blue Ocean Strategy
A deep dive into 1Password's strategy and future after its massive Series C funding announcement.
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The Rise of Security Augmentation
An exploration into the promise of security augmentation and a model for implementing it.
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Cybersecurity's 2022 IPO Pipeline (Part 2)
The last of a two part series projecting the industry's most likely IPO candidates for the upcoming year.
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Cybersecurity's 2022 IPO Pipeline (Part 1)
The first of a two part series projecting the industry's most likely IPO candidates for the upcoming year.
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Product Hunt: 2021 Cybersecurity and Privacy Launches
Reviewing the most interesting cybersecurity and privacy launches on Product Hunt in 2021.
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Rhetoric, Reality, and Riots
Exploring the Online Disinhibition Effect and the January 6, 2021 attack on the U.S. Capitol.
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HashiCorp's IPO, Bottom-up Adoption, and Layering
A deeper look into the unique ingredients that made HashiCorp into a special company and propelled it to an IPO.
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CrowdStrike and the Bundling of Cybersecurity
CrowdStrike is bundling the cybersecurity ecosystem in a way that's never been done before. This article examines their strategy, its impact on the industry, and their future growth potential.
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CyberArk and the New Paradigm for Privileged Access
A deep dive into CyberArk's Q3 2021 earnings and how the company is changing the paradigm for privileged access.
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Q3 2021 Earnings: Strategies for Services, SaaS, and Platforms
The top highlights in recent Q3 2021 earnings announcements from Mandiant, SailPoint, and Qualys.
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Tessian and Cybersecurity's Journey Towards Augmented Humanity
Humans are a massive security risk. They're also the only chance we've got. The future is security designed for humans and augmented with technology.
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Cybersecurity is Going Public
An overview of public cybersecurity companies, trends in performance, and IPO activity within the ecosystem.
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Observations About the Cybersecurity Ecosystem in 2021
Predictions and opportunities I observed from mapping the cybersecurity ecosystem.