How Crowdstrike fails - by Frank Wang - Frankly Speaking

Disclaimer: Opinions expressed are solely my own and do not express the views or opinions of my employer or any other entities with which I am affiliated. It’s been a busy start to the year with traveling, performance reviews, and planning, so I didn’t get a chance to write this week. I un-paywalled my first article discussing failure modes for public cybersecurity companies. Frankly Speaking is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. I was inspired by recent posts from Benn’s Substack. For those of you who are unfamiliar, he regularly writes about topics in the data world. I’m a fan because 1. I work at a data company, 2. he is a fan of this data company (dbt Labs), and 3. his articles have strong analysis and provide his honest opinions. He recently wrote a few newsletters that run through a thought exercise on how certain prominent data companies, such as dbt Labs, Fivetran, and Snowflake will fail. The m

Disclaimer: Opinions expressed are solely my own and do not express the views or opinions of my employer or any other entities with which I am affiliated. It’s been a busy start to the year with traveling, performance reviews, and planning, so I didn’t get a chance to write this week. I un-paywalled my first article discussing failure modes for public cybersecurity companies. Frankly Speaking is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. I was inspired by recent posts from Benn’s Substack. For those of you who are unfa