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muji @ hhhypergrowth
Hypergrowth investor doing research into the tech behind the SaaS. -muji
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muji @ hhhypergrowth 54m
Replying to @sakapur @KermitCapital
Still amazed at how they cloned that platform on Workers, from pieces that combine into an easy to implement solution. I mean, they just bolted on ZS’s TAM on top of edge network & CDN ones
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muji @ hhhypergrowth 3h
NO.
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muji @ hhhypergrowth 3h
And I wished I owned the ones I don’t
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muji @ hhhypergrowth 3h
Replying to @KermitCapital
I am not a fan of Zscaler any longer so prolly a good move. (Marketing still remains a mess now, a full year after it really started bugging me. Implementation/onboarding is really hard.)
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muji @ hhhypergrowth 3h
Replying to @KermitCapital
ZS being kicked to the curb.
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muji @ hhhypergrowth 6h
Replying to @Pridesterly
Yap a big one
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muji @ hhhypergrowth 6h
Hey i own and cover many of those
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muji @ hhhypergrowth 6h
Replying to @7AustinL
I prefer your Bitcoin hot takes.
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muji @ hhhypergrowth 6h
Replying to @TheRealCRillo
If you get a sailboat I am so there
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muji @ hhhypergrowth 14h
Replying to @buysidefolk
It compliments Okta Universal Directory and Advanced MFA products. (And does not yet - but probably ultimately will - compete w Okta.)
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muji @ hhhypergrowth Oct 19
Good overview. Agree on the unproven mgmt, this seems like a big fumble. Little earnings conf commentary last Q, w unclear guidance impacts (focus on a ban which did not come to pass) and “we can backfill demand” (which also didnt seem to happen).
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muji @ hhhypergrowth Oct 19
Replying to @msm7792
Still forming opinion on . It’s always a volatile, I think this is the 4th >20% drop YTD. And usgae always waxes/wanes. Rookie CEO is bungling a bit tho, and he is acting as interim head of sales still.
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muji @ hhhypergrowth Oct 19
I’d like to verify if that CDN tool reported Fastly before on vid links and now says Akamai. I heard ByteDance has used Akamai in past.
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muji @ hhhypergrowth Oct 19
Replying to @hhhypergrowth
Key point is Crowdstrike is moving beyond endpoint protection, now have a heavy focus on workload protection. They protect apps now too (regardless of cloud provider, container, serverless). Heavy moves into Zero Trust’s need for device posture (risk analysis). Fantastic pivot.
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muji @ hhhypergrowth Oct 19
New products from Fal.Con event include multi-cloud security posture scanner, Zero Trust device posture for enhancing app security (w , , partners for Zero Trust access) from Preempt acq, new Forensic tool, and marketplace for enriching threat intel.
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muji @ hhhypergrowth Oct 18
Replying to @Waldooooo1
Thx waldooooo
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muji @ hhhypergrowth Oct 18
blog link (moved off substack, not sure how long i’ll keep the old links active)
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muji @ hhhypergrowth Oct 18
Replying to @FromValue
I’d take that for every 191 days.
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muji @ hhhypergrowth Oct 18
Replying to @JonahLupton
None of these have “Sound” in the name, dammit
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muji @ hhhypergrowth Oct 18
Replying to @ArsalaanAli6
CRWD is growing hand over fist
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