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Soveraign's avatar

Always a pleasure to read your posts, Ross. Ty, Steven Palange.

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Emily Ahlers's avatar

Do you think that "visibility without accountability is just noise" applies more broader to the CAASM market (JupiterOne, Armis) despite some of their automated solutions? With the recent M&A in that space with Rapid7 acquiring Noetic and NetSpi, backed by KKR acquiring Hubble and larger platform plays (CRWD, ServiceNow) having alternative solutions like CRWD Falcon, I question the validity of CAASM solutions remaining point solutions (and whether than is enough competitive differentiation) vs another tool within a broader vendor contract. Would love to know your take

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