| This deal isn't about security, it's about data. Google already have one of the best security teams in the industry - Project Zero [0]. They don't need Wiz's "enterprise" expertise for security. This deal is about DATA. Wiz, as a cybersecurity vendor, have full remote access to their customers cloud compute storage (EC2 EBS volumes, etc) in the name of "security scanning" - this is actually part of their unique selling point - "agent-less scanning" which is unlike traditional security tools that require an agent installed in the OS. Instead, Wiz is able to just clone your full data volume and scan it locally in their cloud accounts/VPC. With this deal Google has bought a ton of confidential data from Wiz's customers without their explicit knowledge or approval, and they will use it to improve Google's AI models like Gemini and probably several other products. A year ago Google struck a $60M/yr deal with Reddit to exclusively license their content [1] for the same reason, and that data is probably much smaller and less valuable than the data Wiz has access to from their customers, which include companies like Morgan Stanley, DocuSign, Slack, Plaid, and others. [2] Sources: 0: https://googleprojectzero.blogspot.com 1: https://www.reuters.com/technology/reddit-ai-content-licensi... 2: https://www.wiz.io/customers |
Am I just naive?