Except their ARR is $500m and not $2bn. So that's x60?

Google's whole business for the last 20 years has been buying, growing, and profiting handsomely from acquisitions.

And Apple on an almost 20 years old product, and Microsoft through its enterprise users, like 2 decades ago...Think about it Nvidia in 20 years is still just doing just very fast matrix calculations and idk Toyota is still making hybrids.

This assumption that a tech company is going to keep reinventing or inventing new wheels all the time has very little evidence in human history, while the opposite one, the many great tales of that super company that did so many great things and then is far more common.

The only exceptions are...academic? And that's because innovation and moving the field IS the role of research and academy, not companies returning earnings to investors.

NVIdia reinvented the graphics card towards ML with their massive software investment into CUDA, infiniband (acquisition) among other tech needed.

Wiz isn’t a new industry for Google, but adjacent expansion. Not seeing the reinvention remark.

Fastest growing but because they participated in a pay-for-play kickback scheme [1][2]?

So that number isn't really signal. Now that they're not paying CISOs to adopt the product they're not going to be growing as fast.

[1] https://www.bankinfosecurity.com/blogs/cyberstarts-program-s... [2] https://www.calcalistech.com/ctechnews/article/b1a1jn00hc