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SentinelOne

SentinelOne

Updates - SentinelOne 3Q23

Summary * Even amid deteriorating macro conditions, S’ business is proving highly scalable from a front-end deployment perspective and a back-end data processing perspective. * This enables S to rapidly amass customers and also enables enterprise customers to quickly ramp up their usage of SentinelOne. * Management have factored in cautiousness to their guidance but the outlook is still largely positive. * Margins continue to improve and management have offered provisional guidance for FCF
17 min read 20 Dec 2022
Lacework
23 min read 04 Dec 2022

Cloud Security Series #2: Pre-IPO, Lacework

Summary * Lacework has an interesting backstory culminating in an All-Star leadership team and a staggering $1.3bn raised in November 2021. But right now, the company is going through tough times. * Nonetheless, the startup has a novel approach to cloud security and is worth learning about to further an

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