Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
2024/7/26
All-In with Chamath, Jason, Sacks & Friedberg
C
Chamath
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
F
Freiburg
J
Jason
参与Triple Click播客，讨论RPG游戏党员设定。
Jason：Wiz拒绝了谷歌230亿美元的收购要约，选择IPO，因为他们相信自己能够实现更快的收入增长。这反映了云安全市场的竞争激烈以及高增长公司的估值特点。
Chamath：Wiz拒绝收购的原因可能是他们认为自己能够凭借近期事件和自身发展势头，实现更快的收入增长。
David Sacks：所有云服务提供商都发展良好，Wiz可能想保持独立发展，也可能担心交易无法通过监管审批。当前的软件估值倍数并不算离谱，如果Wiz的增长率很高，谷歌的报价或许是合理的。如果Wiz相信自己能够成为一家大型独立公司，那么拒绝谷歌的收购要约可能是合理的。
Freiburg：Wiz拒绝谷歌收购的潜在风险较低，而潜在回报却很高，因此这是一个值得冒险的选择。谷歌希望通过收购来加速其云业务发展，并寻求其他能够通过反垄断审查的交易。
Deep Dive
Cloud security startup Wiz turned down a $23 billion acquisition offer from Google, opting for an IPO instead. This decision raises questions about Wiz's growth potential, Google's cloud strategy, and the overall cybersecurity landscape.
- Wiz declined Google's $23 billion offer despite being valued at $12 billion in its last funding round.
- Google's cloud revenue is growing rapidly and is projected to reach $40 billion this year.
- CrowdStrike experienced a major outage that affected millions of Windows machines, highlighting the fragility of cloud security.
Shownotes Transcript