Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Francis Profile picture
@InvestiAnalyst
Sep 27, 2021 • 8 tweets • 4 min read • Read on X
Scrolly
Major Technology Trends based on Executives & Venture Money published by Mckinsey Today: *Read the full below

I'm long & bullish:
1. $PLTR (Applied AI, ML)
2. $PATH (Next-Gen Automation)
3. $CRWD (Cyber-risk)
4. $ZS & $NET (Trust Architecture)

We're still in early innings!
McKinsey Tech Trends Index:

Mapping based on some of these technology maturities and industry/corporate adoption.

The next decade of technological progress will be mind-blowing.

See excerpts from the report below o
By 2022, 70% of companies will employ hybrid or multicloud-management technologies, tools, & processes, which are the hallmarks of distributed IT infrastructures.
Reflected by a rise in the software sourced by companies from cloud-service platforms, open repositories Enterprise software-as-a-service (SaaS) providers—from today’s 23% to nearly 50% in 2025, if current trends continue, potential for this to jump to 80% if adoption accelerates
The report is absolutely mind-blowing! I can't do it all in a thread.

I could see significant opportunities for companies like
+ $DDOG
+ $DOCN
+ $S and all the cybersecurity companies as seen below
First piece of the report:

This goes into details on the trends --- Details patents, investments and major trends.

Tagging some tech experts : @summerlinARK @hhhypergrowth @StackInvesting @jaminball

mckinsey.com/business-funct…
2nd Report was a joint effort btw VC's, Uni-researchers and executives

mckinsey.com/~/media/McKins…

I don't have time to create a full thread, feel free to read everything in the report above.

This is the type of alternative research I love that validates my thesis. Hope it helps!
For those that read the report, feel free to let me know your thoughts on it!

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Francis

Francis Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @InvestiAnalyst

Francis Profile picture
Sep 12, 2023
The next big market opportunity in cybersecurity will be in cloud and app security.

Excited to launch this deep dive into software supply chain (SSC) security in collaboration w/ @clintgibler!

We provide a full breakdown of SSC security & risks.

Here is a summary of the piece: Image
Software supply chain security can simply be defined as securing the software development process from beginning to end.

Our report focuses on 3-key phases of the software supply chain.

Across these phases, we discuss what constitutes SSC risks and processes for securing each.
Let's briefly go over each part:

1) Source
2) Build
3) Package / Deploy
Read 9 tweets
Francis Profile picture
Sep 11, 2023
I compiled a list of the best resources for cybersecurity operators, investors, and beginners getting into the space.

One of the most frequently asked questions I get:
"Francis, what are the best resources for learning cybersecurity fast?"

Here is a list that has worked for me:
Company blogs are some of the best resources for learning about a new technical or cybersecurity topic (in simple grammar!).

- Cloudflare has one of the best, in my opinion
- Crowdstrike does a good job too
- Palo Alto Networks next

Eg Google; "What is SASE? - Cloudflare blog" Image
Company YouTube videos and demos:

These companies equally have lots of informative webinars / company demos and introductory video.

Just Google - "What is endpoint security? Crowdstrike"

Can't recommend enough! Image
Read 16 tweets
Francis Profile picture
Jun 9, 2023
Crowdstrike and SentinelOne used to be serial competitors.

However, I'd argue that this macro env. has further drifted them apart.

Below are some quick notes from their recent earnings, but I want to go into more depth on the factors leading to this divergence in this thread:
$CRWD and $S were founded 2-yrs apart.

Today, $CRWD generates $3.3B growing 35% YoY meanwhile, $S generates $600M and is estimated to grow 41%.

Why this divergence despite only 14-months apart?

My thesis is built around $CRWD's early decision to invest in its managed service.
When $CRWD was founded in 2011, they brought their cloud-based Falcon EDR to market quickly and complemented it w/ human-driven managed services.

$S decided to delay the launch of their product into the market until about late 2015/16 and also refused to add managed service.
Read 15 tweets
Francis Profile picture
May 30, 2023
Microsoft's $20B cybersecurity business is a mystery to many.

While Azure, Office 365, and Windows take center stage, its security unit is thriving and unknown.

In my latest deep dive, I examine its components and the secret behind its success in contrast to the competition:
The security biz is primarily categorized into these areas:

Security:
- Microsoft Defender
- Microsoft Sentinel

Identity & Mgmt:
- Microsoft Entra
- Microsoft Intune

Compliance & Privacy:
- Microsoft Purview
- Microsoft Priva

I delve into each of these products in detail.
If we drill closer into this picture, you'll find that $MSFT integrates over 50+ security features, solutions, and products into a platform.

Based on my estimation, this covers almost 70-80% of the SECURITY INDUSTRY!

Secondly, Microsoft protects *AWS + GCP workloads*
Read 8 tweets
Francis Profile picture
May 26, 2023
Learning to analyze financial statements can be confusing for beginners.

Just found a great resource from PWC that should help new investors and techies alike.

The report goes through some basic concepts with simplistic explanations: 🧵 Image
Financial statements overview: Image
On Income statements: ImageImageImage
Read 8 tweets
Francis Profile picture
May 16, 2023
How do Snowflake and Databricks stack up?

Wolfe Research dove into the numbers and uncovered some interesting data points.

- How enterprises spend on $SNOW compared to Databricks
- Use cases for Databricks vs $SNOW
- Other data platforms like $MDB, $AWS

Here's what they found: Image
How companies migrate between both platforms. Image
This is from last year, looking at spending patterns: Image
Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(