This Week: short on funding, long on research and analysis & RSAC Interviews - ESW #363
24 May 2024 - 2 hours 39 minsOnly one funding announcement this week, so we dive deep into Thoma Bravo's past and present portfolio. They recently announced a sale of Venafi to Cyberark and no one is quite sure how much of a hand they had in the LogRhythm/Exabeam merger, and whether or not they sold their stake in the process.
We also have a crazy stat Ross Haleliuk spotted in Bessemer's analysis: "13 out of 14 cybersecurity companies acquired in the past year for over $100M were from Israel". Is this an anomaly? Does it just mean that Israel wasn't shy about selling when the market was down? We discuss.
A number of new product announcements continue to trickle out post-RSA.
We'll also discuss Sam Altman and OpenA...
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