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Why Data Security is the next $1B opportunity in cybersecurity? Over the last 30 years, each security shift created a new market leader: Network → Palo Alto Networks Endpoint → CrowdStrike Identity → Okta Cloud → Wiz What’s  

The Next Chapter of Identity Security: Beyond IAM, PAM & IGA For two decades, IAM, PAM, and IGA have shaped identity security, powering billion-dollar vendors like @okta , @CyberArk , and @SailPoint. But as AI, LLMs, and cloud-scale environments 

$OKTA & $S appear like my cyber picks for 2024. 1) $OKTA, I've been talking to CISOs recently who believe there's no better choice than $OKTA (Beyond $MSFT). Also, the latest survey from Lightspeed, surveying 200+ surveys, shows Identity is stil 

Okta acquires a (seed) identity company for $100M. They must be so desperate to acquire a one-year-old company. It feels more like a talent acquisition than anything. The price tag is also quite step IMO.  https://foxdeo.com/Q1Re.tnk

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