What the Alaska Purchase and Seward's Folly can teach us about the strategy and upside for Cisco's acquisition of Splunk.
Rak Garg is the Oracle who gave us cybersecurity estates. Take the red pill, bend the spoon, and break free from the simulation.
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.
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.
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.
Analyzing opportunities and challenges for the 10 cybersecurity, privacy, and trust startups in Y Combinator's Summer 2023 batch.
A deeper look into the bold vision for cybersecurity's largest company and its impact on the future of the industry.
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.
Exploring the convergence of cybersecurity with adjacent markets, the impact of this trend so far, and what we can expect in the future.
Recapping the trends and highlights from RSA Conference 2023 with Momentum Cyber.
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.
Analyzing opportunities and challenges for the nine cybersecurity, privacy, and trust startups in Y Combinator's Winter 2023 batch.
Part 2 of a series analyzing annual earnings announcements, including Qualys, Rapid7, and Tenable.
A discussion about re-imagining the Secure Web Gateway (SWG) with fly direct, building an authentic brand, and the future of dope.security.
Part 1 of a series analyzing annual earnings announcements, including Cloudflare, Check Point, CyberArk, and Fortinet.
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.
A special report on the impact of Google Cloud's acquisition of Mandiant and the convergence of next-generation cybersecurity services.
Exploring a new paradigm to secure personal devices for individuals and defend against cyber attacks.
Revisiting the strategic implications of Google Cloud and Mandiant following the Google Cloud Next conference.
Analyzing opportunities and challenges for the 13 cybersecurity, privacy, and trust startups in Y Combinator's Summer 2022 batch.
Assessing the impact of the current economic downturn on cybersecurity's IPO candidates.
Analyzing the themes and impact of security incidents and breaches from Verizon's 2022 DBIR.
A deep dive into SYN Ventures and the rise of specialist venture capital funds within the cybersecurity ecosystem.
Recapping the trends and highlights from RSA Conference 2022 with Momentum Cyber.
A deeper look into BalkanID's product launch and the dawn of a new era for access governance.
Exploring the industry-defining concepts of consolidation and Aggregation Theory within cybersecurity.
A wide view of strategic trends across application security, their impact, and ideas for making the most of the changes we're facing.
A deeper look into Thoma Bravo, the audacious private equity firm that's reshaping the cybersecurity ecosystem.
Reflection, future plans, and a large set of updates to the original cybersecurity ecosystem mapping.
A discussion with Julie Preiss, Appgate's Chief Marketing Officer, about a "Zero BS" approach for Zero Trust marketing.
Analyzing opportunities and challenges for the 12 cybersecurity, privacy, and trust startups in Y Combinator's Winter 2022 batch.
A recap of annual earnings and strategy for CrowdStrike and SentinelOne, two hypergrowth companies in the Endpoint Detection and Response market.
Mandiant's run as an independent company has come and gone, but an exciting future lies ahead within Google Cloud.
A recap of annual earnings and strategy for public Identity and Access Management (IAM) companies.
Recapping a busy month of annual earnings announcements and their impact on the cybersecurity ecosystem.
Interesting themes about the business of cybersecurity from the best data in the industry.
Understanding the true meaning of security and its impact beyond the cybersecurity industry.
A deep dive into 1Password's strategy and future after its massive Series C funding announcement.
An exploration into the promise of security augmentation and a model for implementing it.
The last of a two part series projecting the industry's most likely IPO candidates for the upcoming year.
The first of a two part series projecting the industry's most likely IPO candidates for the upcoming year.
Reviewing the most interesting cybersecurity and privacy launches on Product Hunt in 2021.
Exploring the Online Disinhibition Effect and the January 6, 2021 attack on the U.S. Capitol.
A deeper look into the unique ingredients that made HashiCorp into a special company and propelled it to an IPO.
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.
A deep dive into CyberArk's Q3 2021 earnings and how the company is changing the paradigm for privileged access.
The top highlights in recent Q3 2021 earnings announcements from Mandiant, SailPoint, and Qualys.
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.
An overview of public cybersecurity companies, trends in performance, and IPO activity within the ecosystem.
Predictions and opportunities I observed from mapping the cybersecurity ecosystem.