What is the most irritating thing about the vendor ecosystem for cybersecurity solutions?
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No, you could go back a little bit further, Todd. This industry pretty much doesn't change. We started with a freaking mainframe, which had compute, storage, and network. It sat in your data center. Then what happened was your clients or we had to have fun things. So we disintegrated that. Now we put the same mainframe in somebody else's data center and we call it cloud. It's no different. It's a roundabout way, it's exactly the same where we started.
If you look at this year from AWS perspective, for every SAS vendor they want to put an AWS wrapper, and they're talking about EDPs. You can actually use their credits to pay for those services, and they're also paying for renders as part of well architected reviews to try their SAS products in marketplace. Look at Twistlock. One of the reasons why they got the valuation, what they got was because of the number of AWS downloads from marketplace. That was just their one parameter. If they were able to convert that into paying dollars. It paid for itself. Interesting models. Cost and economics are driving certain things. And you're absolutely right. These three clouds want to be the sole security guardians of the world. They're definitely heading that direction.
We got to get over this shiny object syndrome and really start looking at the problem statement much closer to see what is your true objective? What are you trying to accomplish?
Every company is an AI company with 70% false positives, that's not going to help. It's about what is your accuracy level? How often can you act on that? A lot of false promises. The industry not only has to deal with an ever changing threat landscape. The way solutions are sold is also a problem. There's so much fluff that even if one or two good guys, being from the practitioner side, can talk about stuff, it's hard for people to believe.
People in the cloud are hitting data and speed limits right now too. I just got a phone call with Google Cloud earlier today, and now they're offering NetApp as a service where you get your own dedicated NetApp, and you get a dedicated connection straight to your portion of their cloud. So that to me is just like going back to a data center model, only somebody else's managing it for you. So what's the difference?