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
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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
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SailPoint's Authorization Opportunity

Authorization is about to have a moment, and SailPoint is here for it.

2025/12/5
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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.

2025/10/30
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What's Next for Netskope

A deep dive into Netskope's past, present, and future as a public company.

2025/10/16
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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.

2025/8/8
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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
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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.

2025/7/30
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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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Mapping 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.

2025/4/26
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