Cyber Markets Brief #34

Cyber Markets Brief #34 is Live!Netskope files S1. SailPoint x Savvy. Nir Zuk retires. WitnessAI firewall. DARPA CCxAI. MIT AI stat. Zscaler logs debate. Tsanev $10M bet. RedMimicry + 1Security raises. Clueso plug. New gigs. Adam Grant tip.🔗 Read or listen to the full brief: https://open.substack.com/pub/cyberpmm/p/cyber-markets-brief-34📰 Industry Updates• Netskope files S1 — another public cyber player enters the market (thanks for the heads up J.D. Padgett, CFA)• SailPoint to acquire Savvy (SaaS governance boost)• Nir Zuk retires from PANW after 20 years shaping the industry• PAN reports results - analysis from Ivana Delevska• WitnessAI launches AI Firewall• Rapid7 shifts into a full SecOps platform (analysis from Cole Grolmus)🎧 Content Plugs• DARPA’s CCxAI challenge — Resilience Cyber interview with Andrew Carney• Google’s Agentic SOC vision• Zscaler log retention debate - post from Steven Swift• Val Tsanev bets $10M against “security consolidation”• MIT: 95% of GenAI projects fail to deliver - posts from Priska Burkard & Rock Lambros🚀 Startups & Funding• Resonance Security origin story• 1Security raises from DigitalOcean Ventures• RedMimicry GmbH closes seven-figure seed round🔧 Tool Plug• Clueso (YC W23) → turns screen recordings into polished product videos & docs🔭 Things Ahead• Splunk .conf25 | CrowdStrike Fal.Con | Gartner S&R London | ICS Atlanta | Forrester Austin💼 Gig Alerts• Okta • Palo Alto Networks • Hack the Box • Skyhigh • Wiz • IANS • more• Post from Andy Tzortzinis on PMMs actively looking for work. 💡 TipDon’t confuse confidence with competence. - Adam Grant (a.k.a. Reward the person who makes the room smarter--it's not always the chatterbox.)🔗 Read or listen to the full brief: https://open.substack.com/pub/cyberpmm/p/cyber-markets-brief-34_______________Brought to you by Cyber PMM 🐳🐳 Fight digital chaos. Turn noise into narrative. Do more with less.Subscribe to the YouTube channel.Subscribe to the Podcast on Spotify or Apple. Follow on X.