Here's some context in what this means: Currently, Crowdstrike, Zscaler and other solutions compete in a similar space than Wiz. Google likely believes if can

Here's some context in what this means: Currently, Crowdstrike, Zscaler and other solutions compete in a similar space than Wiz. Google likely believes if can offer Wiz sec products bundled with Google Cloud. It isn't a terrible idea. But Wiz itself works on multiple clouds, so it seems that Google can also grow it on their own. Cloud security companies are growing a lot, and might be a growth lever for Alphabet, as its other businesses' revenue growth are slowing down. My assumption is that this will actually make it easier for Crowdstrike and Zscaler to keep their market share, as they are pure-play companies on Cloud security and Alphabet has too many businesses to manage. For me, it looks overpriced. Wiz has been growing a lot, but under Alphabet it might not perform as well as it did. The big winners are the founders and whoever owned Wiz options.