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One wonders if $32B spent "pluggin' up the holes" would accomplish more. A lot of open source code could be rewritten at this price point.



They're paying mostly for Wiz's customer book, who they will quickly alienate and drive to competitors.


Paying $32 billion dollars for a customer book with no network effect is insane


But not by tomorrow. Google is trying to pay their way into cloud leadership. Because they can’t catch up organically.


A lot of "holes" are misconfigurations. Not sure how rewriting open source code helps with that.




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