@chamath based on what you’ve mentioned about SaaS companies being way undervalued and Cybersecurity companies values rising. Would you say that Zscaler is ripe for a Hyperscaler buyout? At $130 a share it’s cheap for the value it brings to a cash heavy Microsoft.
@chamath I can’t figure out why Zscaler is caught up in this frenzy. The more agents you deploy within your environment the more you’re going to need an end to end security solution. Can we rename it to SeCaas?