Today’s new One feature is a bigger deal than I thought it’d be from yesterday’s teaser. Bold moves that are understated from the headline. Cloudflare just took a big step into ‘s lane. /1
They are angling Access to be an SSO, not only accessing internal apps via Zero Trust (like ZPA), but also for all the other SaaS apps your enterprise uses. (Which up til now was solely the purview of the Gateway secure web gateway side.) /2
They are not eliminating . They will work with them and a wide variety of other identity providers, including multiple simultaneously. But after relying on Okta and others for establishing identity, they take over SSO to any enterprise apps from there. /3
They are also parnering with EPP providers like to rely on them for device posture (what and where is device), like is. Plus tying in other security auth rules like restricting country of origin (users can only log in from Canada). /4
making major moves to be and parts of . making moves into Zero Trust too so ... it is all getting interestin’! Frenemies are all circling around SASE Zero Trust features. I think is really well positioned as it is already an internet gateway for many.
Take this recent partnership earlier this year between Crowdstrike and Okta and Netskope SWG, ignoring Proofpoint (human side) for now. (Crowdstrike and Zscaler have a similar partnership too, so ZIA could be in place of Netskope.) Image
injected itself into the SaaS access flow like this. Gateway eliminates Netskope (a competitor to Gateway and Zscaler ZIA), and Access is now the SSO over all SaaS *and* internal access, with integrations for Identity/IDaaS and Device/EPP. Image
What Cloudflare One is trying to do is what Okta has been moving towards. SASE/Zero Trust backplane over all your SaaS & internal tooling access needs.

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More from @hhhypergrowth

12 Oct
The market sure in love with $NET today in realizing they are a $ZS competitor. Some of us have known this was coming since... uh (checks notes).... February.

Let’s refresh on a few past tidbits.... /1
“Sound familiar? It turns out Cloudflare is now a direct competitor to Zscaler. ... This new product line, Cloudflare for Teams, is a carbon copy of Zscaler.” - me back in Feb /2

hhhypergrowth.com/a-cloudflare-d…
The thing to watch now... they didn’t charge for it til Sept 1. (Very nice of them to help out in the chaos of pandemic.) This Q will have Teams contributing 1 month, while Q4 will have a full Q ... as mentioned in my recent Edge Network writeup. /3
hhhypergrowth.com/what-are-edge-…
Read 6 tweets
12 Oct
The Friday scoop from Forbes played out. $TWLO acquired Segment, a “customer data platform” startup. This adds integration tools, ingest pipelines, customer vision, and analytics into Twilio stack. /1
Lawson really clarifies what they went after: “Communications was just the entry point for the real opportunity, which has been really providing a comprehensive platform for customer engagement....”. /2
“... The one thing that’s always been missing from Twilio as we’ve been building up this customer engagement platform is understanding of the end users themselves. We power the communications, but we don’t actually know who the customers are.” /3
Read 10 tweets
28 Sep
enhances Workers w stateful objects. This opens a huge new use cases for app dev. blog.cloudflare.com/introducing-wo…. Blog post from @KentonVarda does a good job in showing its potential in laymen’s terms. This is pretty exciting from a developer stand point. /1
This is way more impactful than the “edge db” I was guessing (a stateful data store). This is stateful OBJECTS — instead of having a shared db across Worker instances, the Worker instance itself is what is shared. /2
Basically, shared objects can be maintaining state as a mini in-mem storage and logic pod. Think of it as a shared spreadsheet or doc. With this new feature, each doc is a separate Worker instance - you aren’t storing the data in a shared (multi-tenant) database or API layer. /3
Read 13 tweets
28 Sep
Someone has commercials allll over NFL recaps today on Youtube.
Literally one every commercial break. Go $CRWD
Took a vid of part of one, missing first few seconds.
Read 4 tweets
17 Sep
Wow, 10k+ followers. Thank you to all the new folks joining along.

A bit about me - I'm a technologist & investor who likes to dive into the tech behind today’s hypergrowth companies, and what drives the platforms they are creating. All through the lens of an investor.
I really like the companies that are executing incredibly well, customers are flocking to and spending more and more, and that can scale. From there, the best ones can pivot their platform into new directions, expanding TAM.

All that tends to equal investment success.
If that sounds like something you're into, along with some accompanying insights and humor, well then, you're in the right place.

All that plus my new found love of drawing out tech architectures and stick figure portraits.
Read 4 tweets
11 Sep
Some reading material for your weekend - my deep dive into the Snowflake platform & architecture.

Snowflake wants to be the engine that drives all analytics – both business intelligence (BI) and data science (ML/AI) -- over the entire enterprise.
Snowflake provides a turnkey cloud-native, scalable database platform with a heavy focus on enterprise concerns of security, governance & compliance, while having a rich ecosystem of integrations & tooling available for ingest, BI and analytics.
I was pretty amazed by the sheer number of use cases their platform enables. In particular, how the platform allows for the secure sharing & exchange of data between customers and outside users. This includes a Data Marketplace, which enables the rise of the Data Broker.
Read 5 tweets

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