Wiz

“If this were to go public, it would probably trade at 13 or 14 times forward. That would be like 13 or fourteen billion, not twenty-three billion.”

“I wouldn't, I have a hard time believing this one was a concern about The antitrust because Google doesn't have a huge security business and there, there's actually concern about consolidation around Palo Alto and Microsoft and Cisco in the industries, or in C…”

“Well, and I would argue that, that at least in terms of Google Whiz, the it passes that test. Like, it's none of those three things. So hopefully it will move through quickly.”

“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…”

“When I look in the public market, I see great businesses that are growing You know, 10, 20, 30% that are trading at six or seven times revenue. This deal just got done at over 30 times revenue.”