Agree strongly that historical integrations were great. But cortex platformization of all the things has not been well received. But PANW is doubling down on it.
It's also curious because their firewall platform seems/feels totally separate from the rest of cortex still.
I will say, they do have a ton of coverage, more so than any other single vendor I can think of.
But the offerings are like “jack of all trades” and “master of none”.
These days software owners like AWS, GCP, Azure has there own superior security solutions embedded with in there stack instead of relying on external companies.
I think the same will happen for these AI based companies like OpenAI where they will release security solutions embedded within the model instead of relying on different external providers.
In one way these external providers bring in new security risk. Most of these companies offshore stuff. Like PAN offshores to India and Israel. This is an additional risk. Citizens of those countries have access US and EU data. Which no one seems to worry about.
Thats the reason, long run things are not looking good for these independent security providers. With the advent of AI, it is easy to embed security functions in their respective software stack.