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0 pointsStackRanker30001y ago0 comments

So why do you think Google is making this acquisition?

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Wiz is a recognized leader in the CNAPP/DevSecOps market, and so they'd be naturally attractive to any cloud hyperscaler. Google had to either build or buy a similar solution to grow GCP; and they chose to buy. But $32B is an enormous hunk of cheddar, and I don't know why they felt compelled to pay that much. The ROI on such a large investment is unclear.

stevenAthompson1y ago

It gives them (legally debatable) visibility into how customers are using their competitions products. That's part of the reason it didn't happen under the Biden administration. Trump is very much against enforcing anti-competition laws though, so the deal suddenly began to make sense again.

otterley1y ago

Google would have to be contractually bound not to do that, or Wiz customers would flee like rats off a sinking ship, which would significantly devalue their investment.

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otterley1y ago

stevenAthompson1y ago

otterley1y ago

Google would have to be contractually bound not to do that, or Wiz customers would flee like rats off a sinking ship, which would significantly devalue their investment.

j / k navigate · click thread line to collapse