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Billions: The New Significance of Billion-Dollar Scale in Cybersecurity
Billion-dollar scale is the new normal for late-stage companies in cybersecurity.
Trends
8 posts
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Themes From (And Beyond) Altitude Cyber's 2023 Cybersecurity Year In Review
Exploring five easy-to-overlook themes from 13 years of cybersecurity industry data and research.
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Cybersecurity's Class Conundrum: Winner-Take-All Market Dynamics
What technology's winner-take-all market dynamics mean for the cybersecurity industry.
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How Could Platformization Work in Cybersecurity?
There is no such thing as a cybersecurity platform...yet. What would it take for platformization to happen?
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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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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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Observations About the Cybersecurity Ecosystem in 2021
Predictions and opportunities I observed from mapping the cybersecurity ecosystem.