What I Read This Week…
Google is in talks to acquire cybersecurity startup for $23 billion, Crowdstrike software update led 8.5 million Windows devices to crash, record-low U.S. birth rate is driven by women having no kids
Watch All-In E188 Read our Deep Dive on U.S. Defense Caught My Eye… Google is in advanced talks to acquire cybersecurity startup Wiz for around $23 billion, potentially making it Google's largest acquisition to date. Founded in 2020, Wiz has grown rapidly, reaching $500 million in annual recurring revenue within 4.5 years. Google's willingness to pay 46x forward revenue underscores the value of cloud security for cloud service providers, as even one significant cybersecurity breach could severely damage their reputation and revenue growth. The potential exit for Wiz’s investors at a high…
related reading
- How Wiz Became the Fastest Software Company to Hit $500M & Its Path to $1Bsoftwareanalyst.substack.com
- Top 20 Cybersecurity Companies & Startups to Watch in 2025explodingtopics.com
- Why Software Is Eating the World | Andreessen Horowitza16z.com
- How Wiz failsfranklyspeaking.substack.com
- How Wiz Became the Fastest Software Company to Hit $500M & Its Path to $1Bsoftwareanalyst.substack.com
- TechCrunch | Startup and Technology Newstechcrunch.com
- How Crowdstrike failsfranklyspeaking.substack.com
- Inside Wiz's Rapid Ascent | Sequoia Capitalsequoiacap.com
- Citron Research | Executive Editor Andrew Left | Publishing Since 2001citronresearch.com
- Index Ventures’ Shardul Shah On ‘The VC Spring’ And Stunning Wiz Growthcrn.com
- The Race to $100B: The Palo Alto Networks Storyrakgarg.substack.com
- Why Software Is Eating the World | Andreessen Horowitza16z.com