[sofixa]

Crowdstrike does endpoint security (user's PCs and servers too for checkbox ticking reasons).

Wiz does cloud security. The same thing as Crowdstrike, but runs in your cloud environment (AWS/GCP/Azure) to detect issues there.

Different customers, different profiles, different costs and prices.

[thriftwy]

I just don't see why that should have $23B market cap as opposed to $230M. A small team can challenge them with similar product.

[wrsh07]

Because they're making 500mm arr

At the very least I would expect to see a 5 billion market cap, and if their growth rate is good (4 year old company, seems to be) it should be higher than that

https://www.wsj.com/tech/how-startup-wiz-went-from-zero-to-a...

[hello_moto]

Throw ... CRWD into that pool of Cloud workload competitor...

https://www.crowdstrike.com/platform/cloud-security/cwpp/

That BSOD also impacting instances of Windows in AWS, Azure, and GCP.