DTEX: Security at the Speed of Intent
Intent could either be cybersecurity’s next buzzword or breakthrough. Here’s why we need to get it right.
5/14/2026
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Strategy of Security
An Interview with Matt Mills About SailPoint in the AI Era
An in-depth discussion about the past, present, and future of SailPoint as it moves into the AI era.
4/1/2026
Read moreSailPoint's Authorization Opportunity
Authorization is about to have a moment, and SailPoint is here for it.
12/5/2025
Read moreVaronis and the Price of Accountability at Scale
A look at the long-term strategy for Varonis beyond the near-term questions from their Q3'25 earnings report.
10/30/2025
Read moreWhat's Next for Netskope
A deep dive into Netskope's past, present, and future as a public company.
10/16/2025
Read moreHow Much Capital Does It Take for a Cybersecurity Company to Go Public?
A data-driven analysis of funding trends and outcomes for cybersecurity's public and later-stage companies.
8/8/2025
Read moreThe Case For and Against Palo Alto Networks Acquiring CyberArk
A deep dive into the strategic and financial rationale for Palo Alto Networks' industry-altering acquisition of CyberArk.
7/31/2025
Read moreThe Case For and Against Palo Alto Networks Acquiring SentinelOne
A thought exercise about the strategic and financial rationale behind the speculation about Palo Alto Networks and SentinelOne.
7/30/2025
Read morePalo Alto Networks, Protect AI, and the Platformization of AI Security
Palo Alto Networks acquiring Protect AI is a decisive, platform-level play to shape the nascent AI/ML-security market while it's still early.
5/13/2025
Read moreMapping the U.S. Federal Government Ecosystem for Cybersecurity, Privacy, and Trust
A deep dive into federally-funded cybersecurity, privacy, and trust initiatives in the United States in the wake of our near-miss with the NVD.
4/26/2025
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