CrowdStrike: Frontier AI for Cybersecurity
How CrowdStrike gave us meaningful advancements in cybersecurity-focused AI and why this has the ingredients to work at scale.
2026/9/24
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Strategy of Security
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.
2026/5/14
阅读更多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.
2026/4/1
阅读更多SailPoint's Authorization Opportunity
Authorization is about to have a moment, and SailPoint is here for it.
2025/12/4
阅读更多Varonis 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.
2025/10/29
阅读更多What's Next for Netskope
A deep dive into Netskope's past, present, and future as a public company.
2025/10/15
阅读更多How 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.
2025/8/7
阅读更多The 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.
2025/7/31
阅读更多The 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.
2025/7/29
阅读更多Palo 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.
2025/5/13
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