Matthew Belloni

"The Cloudflare founder tweeted out a few days ago that basically the Iranian cyber warfare outfits activities have ceased completely"

"Your CrowdStrikes don't like to talk to your Octas don't like to talk to your Splunks"

"Your CrowdStrikes don't like to talk to your Octas don't like to talk to your Splunks"

"You can almost think of the thing that's necessary as we move forward into this future is like the cyber version of JADC2"

"Palantir I think was the first one to kind of break through and show people that this could be done for cyber defense as well"

"There's a multitude of reasons why Foundry was early at the time when we were trying to break cyber"

"A good example is NetSuite which is an ERP which is literally at the core of your general ledger. It's running your accounting a lot of your business is running off it."

"You ask Claude, say, or or whatever your new startup is, the the food ordering startup to order your sandwich with gluten-free bread."

"Door Dash is a managed marketplace. I'll get back to that. DoorDash manages not just aggregation and supply of restaurants. It manages everything afterwards."

"Whether it's data in S3. All right, let's light those things up"

"Splunk in general is like an old model of let me just send data there and then worry about it later. Splunk to me is where data goes to die"

"Zendesk is customer support software they sell on the basis of seats and use it for delivering outcomes for customers the problem with Zendesk is that if I'm a customer of Zendesk I could reduce it to 20 seats and use 30 seats for AI."

"OpenClaw is a great example right there's all this excitement around it and then two days later it's like well this entire ecosystem is open to attack"