Lacework
2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 25, 2024 by Brad Gerstner · said 5 times in 2 episodes since 2024 · across every show →
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brought up most by Brad Gerstner (5)
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2025 3 mentions in 1 episode
Everything said about Lacework, oldest first
Sep 25, 2024 neutral
Gerstner: Altimeter pushed to sell Lacework despite having hundreds of millions remaining
“We had a company that wasn't performing at the levels that you know, it previously had been. It had been priced at many billions of dollars in, you know, at the peak of Zurb in 20, 21, a company called Lacework. And we ultimately, you know, we pushed to sell t…”
Mar 21, 2025 negative
Gerstner: Altimeter Lost Money Investing in Cloud Security Startup Lacework
“Altimeter was an investor
with Sutter Hill in a company called Lacework.
Right.
Right.
And it was competing in a very, very similar space.
This was the thesis of Lacework.
Lacework raised a lot of money, too much money, I would argue, you know, at the ti…”