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Luke Lewis

Luke Lewis

3 posts published

The Coming Wave: Post-Quantum Cryptography and the Future of Cybersecurity

The Coming Wave: Post-Quantum Cryptography and the Future of Cybersecurity

Quantum computing represents an existential threat to traditional encryption. Cryptographic standards like RSA and ECC, which form the backbone of digital security, were never built to withstand quantum-level computation. Once quantum machines reach scale, they’ll be able to break them in minutes. Post-Quantum Cryptography (PQC) offers a drop-in, scalable

  • Luke Lewis
Luke Lewis Aug 1, 2025 • 9 min read
Can Wiz Help Google Win the Cloud? A Deep Dive into the $32B Acquisition

Can Wiz Help Google Win the Cloud? A Deep Dive into the $32B Acquisition

Wiz’s Origin and Growth: Founded in 2020 by former Adallom founders, Wiz rapidly became the fastest-growing software company ever, reaching a $1.6B valuation in just 18 months with $100M ARR. Its innovative, agentless cloud security platform gained strong traction across Fortune 100 companies. Record-Breaking Acquisition: Google acquired Wiz

  • Luke Lewis
Luke Lewis Jun 20, 2025 • 11 min read
Palo Alto Network: The Long Thesis in Q2'25

Palo Alto Network: The Long Thesis in Q2'25

Palo Alto Networks (PANW) is the world’s largest pure-play cybersecurity company with a market cap of ~$120B. PANW leverages its broad integrated product suite (Next-Gen Firewall, Cortex XSIAM, Prisma Cloud) to dominate the growing platformization trend, driving upsell, cross-sell, and stickier customer relationships. PANW is growing faster than the

  • Luke Lewis
Luke Lewis May 1, 2025 • 15 min read
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