Having evaluated them -- Road 1: Sale to usual suspects like Palo Alto (though that window is closing due to raising $100M) or Cisco (that window may close if

Having evaluated them -- Road 1: Sale to usual suspects like Palo Alto (though that window is closing due to raising $100M) or Cisco (that window may close if they raise again?). It is basically modern vpn, though will be years with a big enterprise culture reset & a consumer tier for that to become true. They will run out of acquirers soon who would have the incentive to overpay, eg, if they raise more and narrows down to say oracle, ms, apple, and google, not sure why any would buy vs build. Hopefully they will not dip much into the funds so they can cleanly exit without forcing an acquirer to screw over their users. (See: Evernote) Road 2: IPO and become a platform for bigger stuff... Like end-user-friendly VPN. Who knows, but good luck! Flipping to 'real' enterprise sales and figuring out the consumer tiers are big culture shifts, but luckily... Hireable. Meanwhile, growing just with more niche/skilled Linux power user teams gets them far -- the compliance checkbox is huge for growth, see Drata and Vanta -- so am not worried :) Agreed with the OSS concern so we decided against putting them in the critical path of our enterprise offering (a shame!), but as an internal tool, it looks great!