Luke Lewis

IPO and Market Significance: Netskope went public at a $7.3B valuation, marking a rare cybersecurity IPO and signaling maturity in the SASE (Secure Access Service Edge) market. Business Model and Platform Strength: Operates a subscription-based SaaS model integrating CASB, SWG, ZTNA, and DLP into a unified, data-centric SASE platform—

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

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

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