Fast Friday Random Thoughts

It’s Friday and we’re technically halfway into the year now. Which means things should be going smoother soon, right? Here’s hoping, at least.

  • I posted a new episode of Tomversations yesterday. This one is about end-to-end encryption. Here’s hoping the Department of Justice doesn’t find a way to screw this up. And here’s hoping the Senate stops helping.
  • I saw a post that posits VMware may be looking to buy BitGlass. I know VMware’s NSX team pretty well. I also talked to the BitGlass team at RSA this year. I think this is something that VMware needs to pick up to be honest. They need to round out their SASE portfolio with a CASB. BitGlass is the best one out there to make that happen. I think we’re going to see a move here before we know it.
  • There are a lot of other acquisitions going on in the market. VMware bought Datrium. Uber bought Postmates. It’s typical to see these kinds of acquisitions during downturns because it becomes way cheaper to snap up your competition. I expect Q3 is going to be full of consolidation in the networking space. Cisco won’t start doing anything until August at the earliest, but once their numbers are finalized I’m sure we’re going to see them snap up a hot startup or two.

Tom’s Take

Here’s hoping the next six months are a little less crazy. I doubt that will be the case, but we’ll see!