Shubham Goel
@secdetect
Product @Netskope | Prev @Uber, @Exabeam | Opinions are my own and don’t represent my employer | Alum @UofIllinois
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All you need to know about - @SentinelOne, @CrowdStrike, and @PaloAltoNtwks Face Off in a Market Showdown. 1. Conducted an in-depth analysis of the #XDR space and covered the what, why, and how of #XDR . 2. Covered three major vendors, @SentinelOne, @CrowdStrike, and…
The VC firm Lightspeed put $272 million into the cyber startup Netskope beginning more than a decade ago. Today, its stake was valued at about $1.5 billion. bloomberg.com/news/articles/…
So proud of the team! What an incredible journey! @Netskope $NTSK
🌐 Security and networking reimagined. ☁️ Netskope was created for the era of cloud and AI. 🎊 Here’s to an exciting future ahead! #NasdaqListed #NetskopeIPO
Huge Congratulations to Team @withaccend 🚀🚀
1/ BIG NEWS! 🚀 We @withaccend just launched our AI-powered Financial Statement Spreading & Analysis solution, and it's a game changer for underwriting teams. Here's what you need to know 👇
BIG DAY for us at @withaccend! I’m VERY excited to announce our seed round 🚀. Thank you @ryanlawler and @axios for covering it - axios.com/pro/fintech-de… (🧵on our story and where we are currently) (1/8)
Gartner has released 2024 Magic Quadrant for SSE. It is quite satisfying to see Gartner gradually incorporates our views, esp for our SASO released in May 2023. Some thoughts: - $ZS Zscaler is further downgraded vs. $PANW Palo Alto Networks, which we believe has been long…
8/ The caveat is that the network security platform in shaping is SASE, or we call it SASO as ultimately network security should be delivered in a hybrid form instead of cloud only. The space remains highly fragmented. But compared to 100+ point solution vendors that these 15…
Woah, didn’t see it coming.
news: Pressure mounting on cybersecurity startups. Lacework raised $1.8 BILLION from investors, now in talks to sell to Wiz for ~10% of that, per @coryweinberg @aaronpholmes theinformation.com/articles/10-bi…
🚀🚀
Trouble for $ZS & $PANW Latest data from Forrester just dropped showing $ZS has lost significant in their core product offering in SASE to private company to Netskope. Both companies have sleeping. No surprise $ZS stock is down. h/t data from Naveen Pavalli on LI
Let me explain more for those interested: See full details: maven.com/saas101live/sa… This bootcamp is focused on investors (across public & private markets). Our goal is to help you understand the complex world of software metrics and the cybersecurity industry (including AI!)
.@withAccend (YC S23) speeds up manual reviews and automatically generates regulatory reports for Ops & Compliance teams, saving them hours per manual process like KYC reviews. ycombinator.com/launches/JFE-a… Congrats on the launch, @pranjaldaga1, Joseph and Yutong!
Highly recommend! Here is a link to register - maven.com/s-investing/sd…
🚨 Pleased to announce something new. @BreakingSaaS & I are excited to announce a bootcamp for cybersecurity and software investors! The bootcamp features detailed case studies on Datadog, Palo Alto Networks and Crowdstrike! Here are a few things to expect:
Here is the new Convequity Impulse for SASO (that's not a typo), where we have adapted the Gartner's MQ to better serve investors' interests. We've just published Part 1 of the Investor SASE Guide where we discuss this in more detail. Part 2 will be published later this week.
Why $MSFT will continue to dominate the space. Great thread, @InvestiAnalyst! Leaders in 5 security MQs.
It's absurd: Microsoft dominates the security industry. Everyone knows Microsoft Security generates $20B as the largest tech company offering security services. However, few know about the pieces that make up the business. After some digging, I was surprised with my findings:
1. Character Creation I asked ChatGPT to create 10 characters from the popular show "Succession" including Logan Roy, Kendall Roy, Shiv, Roman, Tom, Cousin Greg, Maria and Gerry etc And describe their Appearance, Personality, Abilities, Motivations, Relationships.
ChatGPT for Finance - 100 percent useful for most of the folks in my network!
The ChatGPT for Finance is out this week. Is it perfect? No. Is it amazingly powerful for an Epic V1 of this AI assistant? Yes. More specific prompts = better results. Early release tomorrow for those who RT this post.
This would be HUGE with Samsung’s market share (Need to take into consideration folks who use Chrome as their default)
MICROSOFT SHARES UP 1.9% PREMARKET AFTER REPORT SAMSUNG WAS CONSIDERING REPLACING GOOGLE WITH BING AS DEFAULT SEARCH ENGINE ALPHABET INC SHARES EXTEND PREMARKET LOSSES, LAST DOWN 4.9%
As data grows in volume, velocity & variety, a key differentiator in SSE is latency. Having a BoB peered global network like $NET & Netskope will become increasingly important for SWG, ZTNA, & CASB. $ZS will struggle to maintain its SASE leadership as a result.
This ⬇️
1/ Another high-level change in endpoint security may expose $CRWD's weakness in threat prevention. The tide of EDR brought by CrowdStrike seems to be peaking. Numerous buyers and suppliers indicated that what's needed after detection and response is a renaissance of prevention
Gartner SSE Magic Quadrant 2023 #SSE #SASE #ZSCALER @NETSKOPE $PANW $NET @SkyhighSecurity Full report - netskope.com/lp-2023-magic-…
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