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$NTSK Netskope
SASE isn’t “gateway inspection” anymore. The real game is context: who the user is, what device they’re on, which app instance they’re in, what action they’re taking (upload/share/download), and what data is actually moving.
And in 2026-era security, protection has to come with utility. If you slow people down, they route around you. That’s why granularity matters: it’s how you enforce least-privileged access and strong data controls without defaulting to blunt allow/block.
GenAI adds even more grey — prompts, responses, AI-generated content, agents calling tools — so defenses need nuanced, transaction-level risk assessment. In an agentic AI world, context becomes even more critical.
That’s why Netskope’s moat is interesting. In the 2010s they were CASB-first, building deep SaaS + cloud/API understanding long before SASE was a category. That’s the brain. But to turn that brain into real-time, inline network security, they needed a body that wouldn’t wreck UX — hence NewEdge: a single-ASN global network engineered for speed so context-rich controls don’t come with intolerable latency.
Result: granular enforcement (coach, step-up auth, justify, isolate) instead of binary decisions — and a credible path to SASE leadership.
Light analogy: Netskope’s apps-and-data depth also echoes how $PLTR (Palantir) built its moat: years of hands-on, bespoke deployments via Forward Deploy Engineers that compounded into a deep understanding of how users, software, and data must work together to deliver real outcomes.
#SASE #Cybersecurity #GenAI
🌃✨ Iconic night in Taipei with industry legends! NVIDIA CEO Jensen Huang, TSMC founder Morris Chang, Quanta Computer founder Barry Lam, & architect Kris Yao hit Ningxia Night Market 🍜🎉 A first for Chang!