AVGO + VMW - Value In The Rough - Part 3

Summary * The debate between focused startups and compounded startups in the enterprise tech industry continues, with differing views among investors. * Focused startups argue that specialization and excellence in one area is key to competitive edge and survival. * Compounded startups believe that creating a platform of interdependent solutions can provide better performance, user experience, and total cost of ownership. Focused vs. Compounded During 2021-22, internally, with clients, and

Summary * As we discussed in Part 1, the landscape will evolve to a much broader market than SASE, as WANaaS and hybrid/multicloud networking is incorporated. * In Part 2 we share our thoughts on the SD-WAN side of SASE and extend the trends and competitor analysis to the broader landscape