gcp Archives - Zenaciti https://zenaciti.com/tag/gcp/ Zenaciti generates actionable intelligence for leaders and investors on sales, go-to-market strategy, and cybersecurity Fri, 29 May 2026 23:17:03 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://zenaciti.com/wp-content/uploads/2023/03/favicon-150x150.jpg gcp Archives - Zenaciti https://zenaciti.com/tag/gcp/ 32 32 Platform of Platforms https://zenaciti.com/platform-of-platforms/ Wed, 28 Feb 2024 02:14:58 +0000 https://zenaciti.com/?p=2767 Palo Alto Networks and Microsoft have the right idea about security platforms, but the wrong execution. What security really needs is a Platform of Platforms.

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Recently, Palo Alto Networks (PAN) released a platform strategy that was widely panned in the security industry. The prevailing view (which I share) is that no sane CISO would rip out their existing best of breed security products to go all in on PAN’s platform.

PAN is not the first to try this strategy. Cisco, Symantec, and McAfee all tried, and all failed at building a platform of security products. Microsoft (MS) is well on their way toward a single security platform as well.

PAN’s strategy may be flawed, but the idea is not.

PAN correctly identifies that companies can benefit from a single, unified interface for security monitoring and management. However, their execution is the problem. PAN and MS are both building a Platform for Products. The PAN platform only manages other PAN products, and likewise for Microsoft. This makes these platforms limited and constrained.

What the security industry really needs is a Platform of Platforms (PoP).

What is a Platform of Platforms?

In an ideal world, cybersecurity teams would have a single portal where they could go to interact with their entire information security environment. This is a Platform of Platforms. A PoP would not necessarily manage every aspect of all those disparate products, but rather provide a simplified way to see their status, access key data, and perform routine functions. A PoP unites the entire security infrastructure into a single portal.

With a PoP, security teams could integrate any security product, whether it is PAN, Cisco, Wiz, MS, Crowdstrike, etc. into the platform. Those products would then publish a set of capabilities to the platform.

For example, the PoP would not manage an endpoint security product like Sentinel One. Yet, it could show a list of endpoints not secured along with other useful reports, such as malware blocked. It might also perform some common management functions, like kicking off a network-wide scan or search for a specific file-hash value.

The PoP is a window into endpoint security, but does not replace Sentinel One’s native management tools.

Now before you dismiss this idea, have you looked at ServiceNow or SalesForce lately? They are essentially PoPs.

PoP Drop

Naturally, you are shaking your head saying this is impossible. Ten years ago the management portals companies built for their products were completely closed. Now everybody uses an API, and those APIs are published (some publicly.) APIs are insanely powerful. They open up a product’s possibilities in ways most vendors cannot even imagine.

PoPs could use these APIs to interact with each product, to obtain data and execute functions. SIEM and XDR platforms have been building huge databases of functionality to accommodate a vast library of third party tools. This effort would only be slightly more complex than those efforts. Moreover, this is exactly the kind of problem AI could help solve.

Sounds like a SIEM

SIEMs are the closest relative to a PoP. The challenge with SIEMs is that they are focused exclusively on managing data from products. A PoP would go a step further to actually interact with a product’s native API. However, a SIEM would make a logical starting point to build a PoP. Some of the larger SIEM products are rapidly approaching a PoP-like functionality.

Who Runs PoP Town?

Naturally, the question is who owns or runs this PoP. No single security vendor could do this. Building a PoP would require a company with vast resources and a reasonably neutral position to the vast set of security products on the market.

This is why PAN’s platform is unlikely to succeed. It demands you buy completely into the Cult of Palo Alto Networks. PAN has made it clear they are not going to sell a platform that manages non-PAN products.

The obvious answer to who could do this is the cloud service providers: AWS, Microsoft, and GCP. They have the resources and are reasonably neutral to security products. AWS is already partially there with their Security Hub product. Azure has a security console now, but it is a clunky mess. And GCP has not been acquiring security companies for fun. They obviously have big ideas as well.

A PoP was part of my own vision for a product years ago. I envisioned a platform that could not only build itself but configure a disparate set of tools and provide a single management interface. My vision was too big for my funding, so I downgraded it into a compliance product.

PoP Benefits

The single greatest challenge in cybersecurity is and always has been complexity. The more complex a system is, the more difficult it is to protect it. Modern enterprise environments are insanely complex and insanely complex to secure.

The ultimate purpose of a PoP: create a simpler, more streamlined way to interact with the security architecture. Provide a single place where a diverse group of people, from leadership down to operations can access and interact with the security environment.

A PoP would not replace existing management consoles. Those would still have a place in a PoP environment. There are plenty of use-cases where administrators would need to drop down into a native console to perform administrative functions.

I fully admit that a PoP is a bit of a pipe-dream at this point. The effort necessary to build a viable, working PoP is extreme. However, this is yet another way that cloud providers could continue their consumption of the security industry (see Cloud Eats Security.)

NOTE: Since writing this blog in February of 2024 I have started seeing actual products making a run at this concept. Google’s acquisition of Wiz and Zscaler’s acquisition of Red Canary are two prominent examples of consolidation in the pursuit of an “all in one” style platform.

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AWS, Azure, and Google: Make Security Free for All https://zenaciti.com/aws-azure-and-google-make-security-free-for-all/ Mon, 24 Jul 2023 13:00:45 +0000 https://zenaciti.com/?p=2476 It is time for the large cloud providers, AWS, Microsoft Azure, and Google to provide security free to their customers.

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The time has come for the cloud platforms, such as AWS, Google (GCP), and Microsoft Azure to provide security for free to all their customers. There are too many unprotected environments and too much confusion. A free set of security tools that seamlessly integrate with each platform would once and for all drop any excuses not to be secure.

A few years ago, I predicted that the large cloud service providers (CSP), like Azure, are slowly consuming security products and offering them as services.  This was not a prediction, but rather pointing out the obvious. This had been going on for years, starting with AWS offering web application firewall as a service.  With each passing year, the CSPs have expanded their security services.  For example, Microsoft added Sentinel, GCP built Chronicle, and AWS added GuardDuty.  Microsoft is particularly aggressive in bundling their security tools and capabilities into Azure and Office 365 platforms.

The CSPs already have the tools. They have the knowledge. They have the ability. Why not give customers free security as part of their hosting costs?

The free offering should be a complete defense in depth platform: endpoint security, vulnerability management, network firewall, intrusion detection, web application firewall, data encryption, identity management, and centralized log monitoring.  Unite them into a single console, offer them for free to any customer hosting workloads on the platform.

Why should they do this?

A Case for Free Cloud Security

While there are many reasons for free cloud security, there are three compelling ones that deserve attention:

1. It Would Show a Commitment to Security

CSPs are increasingly entangled in the security of their customers.  When there is a breach, customers are quick to blame the CSP.  AWS for example has a long history of being blamed for leaky data buckets, which is entirely unfair since they do not control the access rights.  Offering a complete suite of security tools, for free, would demonstrate a commitment to ensuring customers host their workloads securely. It also would allow the CSPs to integrate security tools into their templates and blueprints.

2. It Will Accelerate Cloud Adoption

Large and small companies routinely cite security concerns as a primary reason for not migrating to the cloud.  This 2019 story validates that thesis.  Offering free security would encourage a lot of companies (even enterprise sized ones) to move to the cloud.  Free security lowers the burden of relocating workloads to the cloud. It allows companies to more quickly build secure environments that can host sensitive workloads.  It may also convince companies that fear cloud adoption that it is safe.

3. It is Good Business

Free security would not come cheap for the CSPs but it would increase billings.  One of the things I noticed when I helped customers move workloads to the cloud, was that security drove additional spending.  Once an organization was comfortable with the security of their platform, they were comfortable moving more workloads into the cloud.  Moreover, there was a natural sprawl of usage. In one customer, I recall their AWS billings more than quadruped when we deployed strong security controls.

Free security makes cloud hosting more attractive to customers.  It also reduces a customer’s expenses. That frees up budget for more cloud spending on instances, databases, and other services.

Drawbacks

What about the existing security vendors?

Their business would erode.  Stand-alone security vendors like Crowdstrike, Qualys, or Palo Alto Networks would see some lost business. This means they would need to adapt to offer more advanced security capabilities beyond the baseline.  That is still good for the rest of us.

Can we trust CSPs with security?

We already do.  Our data is already at these CSPs.  You think all those SaaS application subscriptions you purchased are running on some Dell server in a data center?  They are running at AWS or Azure.  I have seen the security operations at these CSPs. They do a significantly better job at security than 99% of the organizations out there.  They have to, otherwise customers would abandon them.

It Creates Platform Lock-in

That already exists. For all the talk of “multi-cloud” strategies, extremely few organizations implement them.  Multi-cloud strategies are insanely expensive.  This would not fundamentally alter the lock-in issue.

There is No Way AWS Could Compete with the Likes of Palo Alto Networks

They do not have to. This is not about building the best security tool possible. This is about building a capable set of tools that can deliver a reasonably acceptable security baseline. Again, think Microsoft Defender. Is it the best AV on the market? No, but it is better than nothing.  For smaller to mid-sized organizations, it is completely adequate.  A free cloud security platform would offer an adequate set of tools, not top-of-the-line stuff.

What is Good for One, Is Good for All

There is one more compelling reason for cloud providers to offer security for free – it is the right thing to do.

Decades ago, the Bill and Melinda Gates Foundation began funding immunization efforts in developing nations.  Eliminating curable diseases was not only good for the people, it was good for all of us.

Microsoft did something similar.  It began bundling Defender Antivirus with Windows. Initially the product may have had weaknesses, but it spread anti-virus to the masses.  Entire strains of common malware disappeared.

Cloud providers are in a similar position.  They could make their platforms stronger and more desirable with a complete, bundled security platform.  Then small businesses, non-profits, and governments world-wide could operate more securely.  Which is good for us all.

AWS, Microsoft, and Google, you can make this happen.  Do it.  Do it for your own interests.  Do it for ours.

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Rise of the Froduct https://zenaciti.com/rise-of-the-froduct/ Wed, 22 Mar 2023 06:58:05 +0000 https://zenaciti.com/?p=2115 Froducts are products that are really features. Froducts are everywhere, but they are particularly pervasive in cloud and security market. Free flowing funds has fostered fertile field for founders flaunting froducts. Fun!

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Ever see a product and think “wow, that is a great idea.” You buy it, set it up, and then realize that the product cannot work without other products, processes, or people.

You bought a froduct, a product that is really a feature or collection of features. Froducts are everywhere, but they are particularly pervasive in cloud and security market. Free flowing funds has fostered fertile field for founders flaunting froducts.

What is a Froduct?

For something to be a froduct, it must meet two criteria:

  1. Limited Use. Security and cloud froducts target specific needs, such as compliance, data replication, or incident response.
  2. Dependencies. Froducts depend on other technologies, systems, or people to work properly.

Froducts are not necessarily a bad thing.  In fact, many innovative technologies begin their life as a foduct.

One example of a successful froduct was Portshift. This Israeli company made a Kubernetes security product. Their product, like many container security products, was really a collection of existing Kubernetes and cloud capabilities. You could do almost everything Portshift did with existing open source tools. You also had to have a containerized application environment — limited uses, critical dependencies.

Portshift brought these features together into a product, racked up some wins, and got acquired. Investors put in $5 million and Cisco paid approximately $100 million for the company (the actual amounts remain undisclosed.) That is a 20x return on capital. A fabulous froduct finish.

While froducts are great for founders and investors (when they work), they are not always so good for customers. Froducts can create as many issues as they solve. Yes, you have security mesh on your containers, but who is going to define, manage, and monitor that? Container security mesh, like many other security froducts, is a great idea that is difficult to implement successfully. Froducts often make lofty promises of efficiency, security, and reliability, that are difficult to fully realize.

So where do all these froducts go?

Cloud Eat Froduct

In my recent analysis article, Cloud Eats Security, I described how the Cloud Service Providers (CSPs) such as AWS or Azure, are gobbling up security capabilities.

For example, consider Web Application Firewalls (WAF). A decade ago, WAF was a thriving market, with multiple big players like Imperva and F5. Now, WAF is a few clicks on your AWS, Azure, or Cloudflare console. There is really no reason to buy a WAF anymore.

Cloud providers are slowly gobbling up froducts. Bundling them up into their offerings and making them easier to implement. While their versions of these technologies may not be as good as the stand-alone ones, it does not matter. They are good enough. Like it or not, that is all most buyers want.

Go to Froduct Market

For every froduct that clocks in a 20x return, there are hundreds that merely burn investor cash. The core problem with these places is they have their go-to-market efforts completely wrong.

Security and cloud froduct companies keep struggling to solve security or cloud problems. They put out endless marketing fluff about hacking, peace of mind, and attack surface areas but fail to address the real question that buyers want to know: what business problem do you solve?

Security problems are small, nuanced, esoteric pixies that require lengthy explanation, education, and endurance to comprehend. In contrast business problems are lumbering leviathans that even the most clueless investor can understand. For example…

Business problem: we need money.

Security problem: we need to restrict access to specific users, with approved session tokens.

A security froduct might be innovative and effective, but if it creates any kind of impediment to revenue, then who cares. Startups with froducts need to look way beyond the cool thing they do and think about what those cloud service providers are doing.

Froduct Packaging

The reason AWS can get away with a subpar WAF is because the totality of AWS is more valuable than the individual components. AWS’s value is not in their security or compute capabilities, it is in the platform.

Or another way to say this, AWS does not solve compute problems (or security ones for that matter), they solve business problems with computing products.

Startups can use this same technique to make their languishing froduct more useful and valuable.

For example, which one of these product pitches do you think work better on a C-level executive with limited budget?

Our cloud deployed IAM product integrates with your on-premise Active Directory to synchronize user identities across cloud environments. It can reduce unauthorized access and protect data.

Our product keeps your people working earning revenue.

Do not sell the froduct, sell the better future the froduct (on some big platform) delivers. Froducts, packaged together, to solve large scale problems are irresistible to leaders who want to contain costs. Moreover, they alleviate pain.

So, what are some of these large, business problems? There are only a few of them.

  1. People: expensive, fickle, smelly, hungry
  2. Money: never enough of it
  3. Time: never enough of it

If your froduct platform can replace people, save money, and/or reduce time to success, then you have a winner. If your froduct requires a company to hire more people, pay more money, or consumes more time, you have an uphill battle ahead of you.

Conclusion

When you go shopping for new security products, take the time to consider the dependencies.  You may be buying a froduct.  Likewise, products that integrate with existing platforms, like AWS or Azure, are naturally more effective since they can work on existing environments.

If you are a product company, then you must be able to place your product into the context of a customer’s environment.  Stop talking about the security challenges you address, and start talking about how you will improve the customer’s experience. You can still talk about those security benefits, but only after you and the customer are clear on the business problems you solve.

 

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Cloud Eats Security https://zenaciti.com/cloud-eats-security/ Fri, 03 Dec 2021 00:10:19 +0000 https://www.zenaciti.com/?p=617 Cloud providers, like AWS and Azure, and SaaS companies like ServiceNow and SalesForce are consuming the cybersecurity market.

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The Unwinnable Game

Over the past 20 years, cybersecurity has played an unwinnable game. In this game, the attackers make all the rules, score all the points, and can quit anytime without losing.

Meanwhile, the defenders are encumbered with a cavalcade of rules, tools, and fools: insidious compliance rules that drag down progress, a messy assortment of security tools that never work together, and company executives that dismiss security as a nuisance inhibiting their success.

If you have ever had to implement enterprise information security you know that it is not merely difficult, it is profoundly difficult. However, what is the alternative? Companies must defend themselves. And so, security professionals diligently persevere. They buy new tech, hire more people, and fight enemies inside and out. After a while, the virtuousness of their perseverance becomes indistinguishable from insanity.

Beyond Human

The crux of this Unwinnable Game is that protecting modern IT systems exceeds human cognitive abilities. Information security, even for a modest sized organization, is insanely complex, volatile, and error-prone. This has left CISOs playing a game they can never win. See more about What is Wrong with CISOs.

If humans cannot handle security, then who or what can? Automation? Artificial Intelligence (AI)?

AI and automation both have tremendous potential to make security less complex and more reliable. Automation tools can repeatedly (and tirelessly) analyze data to identify outliers and potential attacks. AI can, theoretically, adapt to changing environments.

Unfortunately, these tools have massive hurdles to adoption.

First, implementing AI and automation are well beyond the technical capabilities of most security teams. Most security teams struggle to maintain basic hygiene. Expecting them to install, tune, and manage complex AI technologies is unrealistic.

Second, these tools demand standardization. Environments with disparate systems are impossible to automate and confound AI engines.

Lastly, AI engines demand vast amounts of data to build accurate propensity models. This means the engine must have both abnormal and normal data (and anything in between). Most security technologies discard or ignore normal data, favoring the abnormal. This is because the humans who manage those security products cannot handle the onslaught of both normal and abnormal data.

Introducing Platformization

This is the point when cloud providers, like AWS, Microsoft, and Google, as well as large SaaS providers, like SalesForce and ServiceNow join the chat. Cloud providers have huge advantages in regard to automation and AI. They are skilled at taking technologies and processes, and transforming them into standardized, easy to implement, and automated services. AWS has the people, purpose, and scale to build AI engines. Mostly, cloud providers have a huge advantage over the point players, like Crowdstrike or Splunk. Cloud providers can see everything, normal and abnormal. This makes them a logical place to implement security.

The reason computing workloads are moved to the cloud is because the cloud providers simplify complex technology into standardized services. Cloud and SaaS have already consumed entire markets, such as email. Ten years ago, if you needed an email server, you had to setup, manage, and secure your own. Today, with a few clicks and a script you can have an enterprise class email system at Microsoft or Google, pre-configured and secured correctly. There are few reasons to run your own mail server these days.

Security is no longer an add-on product. It is inside the platforms companies already use.

The New Cloud Order

By 2030, security will inside the platform, not outside it. These integrated services will extend out to endpoints and IoT devices as well. What we know today as the security industry, with thousands of vendors all selling point products will dramatically change. It will be more about integrating capabilities into existing cloud and SaaS platforms.

This trend is already in motion. The impact of this shift will be felt far and wide. Some of the things we can expect include:

  • The demand for point security products will not disappear, rather it will move down-market to SMB and laggard industries that refuse to adopt the cloud.
  • The market valuations for security point solutions will decline as they run out of customers.
  • The demand for in-house security expertise will decline. With cloud services and AI doing much of the dirty work, in-house teams will have less to do. This will make the security roles less about twiddling with tools and more about managing risk posture throughout the organization. This will also fuel expansion in the managed security segment.
  • Since everything in the cloud can be automated through an API, a new class of value-added resellers will emerge: automation integrators. These providers will repackage automations between different providers. They will offer pre-built architectures, with your preferred vendors (like ServiceNow or Salesforce) pre-integrated. With a few clicks you will be able to build an entire enterprise infrastructure with everything tightly integrated.
  • The market for managed security providers (MSSP) will grow, however they must adapt to work with the cloud. The traditional MSSP, with a big SOC managing hardware devices, will be less relevant. MSSP will also move down-market into SMB environments. It will be less expensive and simpler for organizations to outsource security monitoring than attempting to do it in-house.
  • Demand for stand-alone security awareness and application code scanning solutions will remain stable or increase. These services are difficult for cloud providers to adopt, due to the customized nature of them. However, security awareness training has already moved to cloud-delivery. Likewise, most application code scanners have SaaS delivered versions as well.
  • Hardware security products must refocus on access, with tight integration to cloud services. Many of the hardware vendors, like Palo Alto Networks and Fortinet have already begun this transition.
  • Compliance will be devalued. Compliant environments can be built, certified, and authorized through automated means. Compliance bodies will resist this at first, but the cloud providers will strong-arm them into adopting. You already see the beginnings of this, with the FedRAMP office push their standardized OSCAL language.
  • Multi-cloud will become more difficult as cloud providers find more ways to create lock-in strategies. This will also increase the need for automation integrators, which can smooth out multi-cloud adoption complexities.
  • Attacks and ransomware will shift focus to “softer” targets such as laptops and IoT devices.
  • AI engines will become increasingly more capable at identifying new attacks. However, people will need to manage the response and remediation.
  • Automation will extend to remediation tools. Cleaning up an intrusion will no longer require expensive engagements with outside consultants. Rather, automation tools will gather evidence, wipe out affected systems, and rebuild from known-good repositories.
  • Risk management will become more important to companies, as they shift from a purely reactionary approach to that of controlling risks.
  • Watch closely anybody AWS, Azure, Google, Salesforce, Service Now, Oracle, SAP etc. acquires. They will start vacuuming up technologies that will serve this change. AWS has already done a few.

Evidence

The evidence of this movement is already out there.

  • Microsoft Azure has their own Security Event and Information Management (SIEM) product: Sentinel
  • AWS has rolled out Guard Duty and WAF, rendering the need for standalone WAF or IDS/IPS less relevant.
  • Google’s Chronicle integrates multiple security functions as well as some AI capabilities.
  • At re:Invent 2022, AWS announced Security Lake a new SIEM product similar to Chronicle and Sentinel
  • Google purchased Wiz, with the intention to integrate it into their cloud offerings.
  • AWS announced Security Agent, an AI-based vulnerability identification and remediation tool.

Counterpoints

Of course, this trend will encounter resistance from all those vendors. Just as hardware vendors ignored the writing on the wall in the early 2000s, so too with the sea of booths at the RSA ignore the rising cloud waters around them. However, let’s consider some contrary points.

Cloud services are not as accurate or capable as dedicated point solutions.

This may be true, but it does not matter. The cost and complexity of implementing, optimizing, and managing point solutions is already higher than adopting cloud-native tools. Moreover, the quality of a product is largely irrelevant in the grand scheme of protecting a business. Most of the companies that experienced a large data breach possessed cutting edge security technologies. It is not the technology that protects a company, it is how the technology is implemented, managed, and monitored.

Cloud providers are incentivized to ignore or cover up security problems. You cannot have the fox guarding the henhouse!

Pushing the farm clichés aside, this is untrue. Cloud providers are under tremendous legal, regulatory, and reputational pressure to secure their services. For example, a few years back AWS took heat for customers with public S3 bucks. Even though this is a legitimate configuration, and customers are entirely responsible for setting this access, AWS still implemented improvements to lock down S3 buckets even more.

Furthermore, if you are going to entrust the entirety of your company’s data and processing to AWS, why can you not trust their security? Lastly, cloud providers are deeply incentivized to protect customer’s workloads for one less savory reason: lock-in. If a cloud platform is consistently having security issues, customers will leave and move to a competitor’s platform.

This is monopolistic, many organizations will reject using cloud-native security tools leaving a market for point-solution vendors.

Yes, some companies will resist, however this will not stop the cloud providers. Those companies that resist will be at a disadvantage. Security today is an insanely inefficient and error-prone precisely because there are too many tools which are difficult to interoperate. Automating and standardizing security is the only way to contain this expanding inefficiency. Those companies that resist, will lose the efficiency and effectiveness gains of those companies who do adopt the cloud-native security tools.

The follow-on question for this is: at what point do the cloud providers transform from merely providing a compute service, to being a utility. Where are the limits of their reach? That is a larger, complex question for another article.

Conclusion

Information security is stuck playing a game it will never win. However, unlike the sage wisdom of Wargames which suggested the only winning move is not to play, we do not have that choice. We must defend our data, our infrastructure, and our nations from cyberattacks.

Information security teams can win this game, if they leave defense to the robots. Only automation can adapt, react, and protect at the scale necessary to defend an enterprise. And only the cloud providers have the scale, resources, and motivation to be able to build these robots effectively.

This was originally published in December 2021 and revised a few times since then.

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