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0 pointsjordanb1y ago0 comments

They're paying mostly for Wiz's customer book, who they will quickly alienate and drive to competitors.

0 comments

Paying $32 billion dollars for a customer book with no network effect is insane

j / k navigate · click thread line to collapse

0 pointsjordanb1y ago0 comments

They're paying mostly for Wiz's customer book, who they will quickly alienate and drive to competitors.

Paying $32 billion dollars for a customer book with no network effect is insane

j / k navigate · click thread line to collapse