Cyber Markets Brief #34 is Live!
Netskope files S1. SailPoint x Savvy. Nir Zuk retires. WitnessAI firewall. DARPA CCxAI. MIT AI stat. Zscaler logs debate. Tsanev $10M bet. RedMimicry + 1Security raises. Clueso plug. New gigs. Adam Grant tip.
🔗 Read or listen to the full brief: https://open.substack.com/pub/cyberpmm/p/cyber-markets-brief-34
📰 Industry Updates
• Netskope files S1 — another public cyber player enters the market (thanks for the heads up J.D. Padgett, CFA)
• SailPoint to acquire Savvy (SaaS governance boost)
• Nir Zuk retires from PANW after 20 years shaping the industry
• PAN reports results - analysis from Ivana Delevska
• WitnessAI launches AI Firewall
• Rapid7 shifts into a full SecOps platform (analysis from Cole Grolmus)
🎧 Content Plugs
• DARPA’s CCxAI challenge — Resilience Cyber interview with Andrew Carney
• Google’s Agentic SOC vision
• Zscaler log retention debate - post from Steven Swift
• Val Tsanev bets $10M against “security consolidation”
• MIT: 95% of GenAI projects fail to deliver - posts from Priska Burkard & Rock Lambros
🚀 Startups & Funding
• Resonance Security origin story
• 1Security raises from DigitalOcean Ventures
• RedMimicry GmbH closes seven-figure seed round
🔧 Tool Plug
• Clueso (YC W23) → turns screen recordings into polished product videos & docs
🔭 Things Ahead
• Splunk .conf25 | CrowdStrike Fal.Con | Gartner S&R London | ICS Atlanta | Forrester Austin
💼 Gig Alerts
• Okta • Palo Alto Networks • Hack the Box • Skyhigh • Wiz • IANS • more
• Post from Andy Tzortzinis on PMMs actively looking for work.
💡 Tip
Don’t confuse confidence with competence. - Adam Grant (a.k.a. Reward the person who makes the room smarter--it's not always the chatterbox.)
🔗 Read or listen to the full brief: https://open.substack.com/pub/cyberpmm/p/cyber-markets-brief-34
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