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Luke Lewis

Luke Lewis

2 posts published

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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