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  • Why are enterprises still paying SIEM prices for logs no one reads? The solution wasn’t to build another dashboard, but to change the way data flows through enterprise systems. In 2018, three ex-Splunk engineers quietly launched a company to solve a
    Why are enterprises still paying SIEM prices for logs no one reads? The solution wasn’t to build another dashboard, but to change the way data flows through enterprise systems.  In 2018, three ex-Splunk engineers quietly launched a company to solve a
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  • Here are some fascinating insights from CrowdStrike's recent quarter and its implications for cyber companies in cloud, identity, and SIEM: Some interesting insights in its quarterly call across its three businesses: 1/ Cloud Security (some new mo
    Here are some fascinating insights from CrowdStrike's recent quarter and its implications for cyber companies in cloud, identity, and SIEM:   Some interesting insights in its quarterly call across its three businesses:  1/ Cloud Security (some new mo
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  • High probability, Crowdstrike should be the next $100B cybersecurity company, by YE 2024. - Full CISO platform play - Endpoint security is still underpenetrated - Lots of growth levers across the businesses beyond the EDR e.g. Cloud, SIEM, Identi
    High probability, Crowdstrike should be the next $100B cybersecurity company, by YE 2024.   - Full CISO platform play  - Endpoint security is still underpenetrated  - Lots of growth levers across the businesses beyond the EDR e.g. Cloud, SIEM, Identi
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