Cloud is more important than ever, and attackers are not slowing down. They are already using the most innovative technologies to move faster."
Wiz and Google Cloud share a vision to improve security by making it easier and faster for organizations of all types and sizes to protect themselves, end-to-end, across all major clouds,
The team quickly hit on the insight that cloud security needed a simpler, agentless architecture for an increasingly complex digital world,
Every service has configurations. Every service has identities and permissions,
Wiz felt like the first opportunity to build a security platform in a really long time, basically since CrowdStrike,
I can’t believe I’m going to say no to a $US23 billion acquisition.” ... But at the time, he didn’t want to give up a “once-in-life opportunity to be the largest cyber company in the world.”
He can be extremely charming and personal and warm,
I’m here for the long journey.”
Organisations had no visibility. None,
We have known each other for years, talk weekly and attend each other's birthday parties,
It's going to be a great litmus test and bellwether for M&A in 2025,
Large acquisition strategy is back on the menu for VC-backed companies,
It's a buy. I like Google. I think it's here to stay. Google is not going anywhere, they have a huge moat. I like the fact that they're down 20% in the last month,
It's a buy ... the company is down 80% since their Covid highs. It's attractively priced, we believe,
This is an established company for years. It's competing in a very competitive environment with e-commerce companies like Amazon,
We like also the Wiz acquisition,
Once this happens, that's going to be a major catalyst for the fintech space and most importantly, for the buy-now-pay-later category,
The Wiz deal would clearly bolster the Google Cloud offering and value proposition to enterprises,
The stock has been a very poor performer. I'm glad that we have very much reduced the size of Google [last year]. We didn't like it and we took action. I don't want to buy it back,
There had been a belief that suddenly there was some cyclicality to it,