Readit NewsRevenue from Wiz's customers will not make back $32 billion dollars even in 30 years.
Wiz's technology is irrelevant. I think Google already scans for vulnerabilities and misconfigurations. And can build similar for low millions of dollars.
They (Microsoft) really don’t want you using it.
The play is, like what others have said, it's your expertise and providing consulting services to others struggling with cloud spend.
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Believer - When you first join the company and they sell you on the vision
Grinder - You work hard for a year or two to make a difference
Coaster - You realize you wont get promoted, they company will always have no money on the bonus pool, except for the execs. And that the company will go on by sheer force of momentum, not by your grinding.
Grifter - You see the company hire friend after friend of execs, friends' kids as interns, friends' wives as Executive Directors, execs' girlfriends as "Chief of Staff" - and you realize you need to get something too, so you use company time to form your own startup.
Now you repeat the cycle, except you are the person at the top and someone else goes thru these stages.
They do this because no one wants to work at their startup. How do you see this being solved then?
Some food for thought in the other direction, though:
- Tools (e.g. nail guns, paint guns, concrete finishers, horizontal drilling for utilities, etc.) and materials (e.g. pre-engineered trusses) are significantly more efficient, so labor costs can be reduced which should drive pricing down. At least enough to offset changes in building codes, but likely more.
- Triple house size does not equal triple building costs.
- I would definitely debate on quality of finishes. Some might be better, but plenty is worse. For example, crown moulding is not as common (in my experience), and skirting is typically much cheaper, and I rarely see chair rails anymore. More often than not I see vinyl floors replicating wood instead of real hardwood floors.
Yup. China has been systematically stealing the IP of anything made in their country since forever. Companies kept falling for it because the potential market looked so big. Now BYD makes cars as good as Tesla and it's all #ShockedPikachuFace