The Price of Admission Just Went Up
Let's be clear. When a company like ServiceNow starts waving around a chequebook for £7 billion to buy an AI security firm called Armis, it’s not just another Tuesday in the tech world. To me, this isn’t a simple acquisition. It’s a flare, fired high into the sky, signalling the start of a frantic, high stakes consolidation in the cybersecurity sector. The price of admission to the top table of enterprise software just went up, and it seems the currency of choice is artificial intelligence.
For years, we’ve watched big platforms slowly expand their reach. But this move feels different. It’s aggressive. It suggests that the old model of slowly building new features is dead. In a world where digital threats evolve overnight, speed is everything, and the fastest way to get new capabilities is to simply buy the company that already perfected them. ServiceNow isn't just buying a product, it's buying a shortcut to the future.