Dear fellow cybersecuity investors:
Will zero trust become the new normal by replacing replacing VPN’s, firewalls, etc? I lack the background to give an intelligent answer. Some readers of this board, however, are very good at this stuff.
Four key points from a blog by ZS’s CEO are:
- Enterprises will eliminate the internet attack surface at last.
- 5G will become your local area network.
- VPNs and firewalls will finally disappear. (My comment: This sounds bad for ZS’s rival PANW but our source here has an obvious bias.)
- Zero trust network access will become the new normal in enterprise security. (My comment: OKTA has also been talking about zero trust a lot lately.)
This link leads to the blog by ZS’s CEO: https://www.zscaler.com/blogs?utm_source=google&utm_medi… It’s dated January 8, 2020.
It’s a bit long but I could read it easily.
My take: I’m still long ZS because I like the way this guy thinks and his great record as a serial entrepreneur. I’m long OKTA for similar reasons. ZS and OKTA seem to be building toward the same thing (zero trust) in different ways. I have no position Saul’s table-pounding favorite CRWD only because I have enough cybersecurity in my portfolio now and feel that cybersecurity remains a hazardous industry in which to invest.
Thank you for giving me a place to just think out loud a bit.
“Bet the jockey, not the horse,” - Old Racetrack Saying (In some industries, that’s the best I can do.)