The Software Analyst Newsletter
Francis (Software Analyst), Rak Garg, Nipun GuptaA newsletter focused on the analysis of software companies within cybersecurity and data infrastructure (AI/ML).
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | softwareanalyst.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Software Supply Chain Security Deep-Dive (Part 1)
In my last post, we talked about the cloud and application security ecosystem. I shared the six major market categories within this rapidly evolving cloud ecosystem. Today, I’d like to focus on the newest and fastest-growing category among ...
A Deep Dive Into The Cloud & Application Security Ecosystem
Software has become the backbone of our digital lives today. As more enterprises have adopted cloud-native microservices and applications, their attack surface has broadened. This has heightened the need for robust cloud/application securit...
Part 1: Palo Alto Networks - Platformization Earnings Dilemma
Palo Alto Networks recently announced one of its most important earnings results in a long time after shocking the industry with the announcement of a major strategy shift. This strategic shift is themed around “Platformization.” Over the n...
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Authors
The writers behind this newsletter.
Software Investor | Mostly Cybersecurity & AI Data Infra | Ex. Research + VC at Contrary Capital | Ex. AI/ML product lead.
Rooting for technical teams building for technical people at Bain Capital Ventures. Previously led enterprise adoption at Atlassian.
Cybersecurity Innovator, passionate about Product and GTM more
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