_countzero_

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

Not the flex you think this is.

Yeah but Google is a trillion dollar company. Why do they need to spend $32billion on a company whose only value add seems to be they are good at finding exploits? You could hire every cyber security researcher in the country for $32billion.

Yeah, does WIZ just have a pile of 0 days that they are sitting on? Or a bunch of data stolen from various cloud providers. This is an extremely weird and suspicious acquisition imo.

This seems like a silly and ridiculous acquisition. Surely for $32 billion almost any security technology could be replicated? You could hire several thousand best in class engineers and build whatever Wiz has in house… buying this almost makes it seem like Google has no idea how to build new innovative products, which I guess a lot of people already think.

For Instagram and WhatsApp it was the user base and growth that was being bought, which is much harder to acquire than some random B2B saas security software.