ChatGPT SASE Catalyst For Netskope
Summary
* Netskope is SASE leader that has raised $1.4bn and will probably proceed with an IPO when economic uncertainty subsides and the markets recover somewhat.
* In this short note, we discuss how ChatGPT will be a strong catalyst for Netskope outperforming the current SASE leader, Zscaler.
* We discuss Netskope's two competitive advantages - its data-centric security and its global network - and the likely resurgence of importance of CASB within the SASE industry.
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