Frankly Speaking

Thoughts on Veeam's acquisition of Securiti.ai

An acquisition worth paying attention to, but also not surprising

13 hrs ago • 

Frank Wang

A letter to security vendors

A repost about my frustrations around sales-led motions

Oct 16 • 

Frank Wang

7

Maybe, we should stop investing in security

We should be investing in platforms with security use cases

Oct 7 • 

Frank Wang

14

September 2025

Will security companies disappear?

AI might accelerate some consolidation

Sep 30 • 

Frank Wang

15

Pangea and Lakera acquisition thoughts

Legacy security companies scrambling for AI talent

Sep 23 • 

Frank Wang

4

Security is worried about the wrong risks

We should be more nuanced about what matters

Sep 16 • 

Frank Wang

12

Should security own risk?

Maybe. We should stop arguing about risk ownership and start owning risk surfaces.

Sep 12 • 

Frank Wang

8

What does a first security hire look like?

There's a variety, but it really depends on what you're looking for

Sep 4 • 

Frank Wang

7

August 2025

The New Commandments of Security Teams

Guest post by Maya Kaczorowski

Aug 26 • 

Frank Wang

16

Is it ok to miss a security incident?

An interesting thought experiment

Aug 19 • 

Frank Wang

6

Palo Alto Networks Acquiring CyberArk: Offense or Defense?

It's boring, and it only makes sense as a means to an end

Aug 5 • 

Frank Wang

11

July 2025

Security is splitting: Three Acquisitions, Three Different Realities

Cursor, Palo Alto Networks, and Datadog all have different bets on where the market is going (and how fast).

Jul 29 • 

Frank Wang

7