The Innovators Building the New Defences
This brings us to the businesses rewriting the rules. Take CrowdStrike. They moved security away from clunky desktop software and pushed it entirely into the cloud. Every time they intercept a threat in Tokyo, their network in London gets smarter. It is compounding intelligence, and it is brutally hard to replicate.
Then you have Palo Alto Networks pushing platformisation. As IT budgets tighten, the appeal of paying one vendor instead of juggling a dozen specialist contracts is glaringly obvious. If you want to explore the underlying data behind this shift, the Next-Gen AI Cybersecurity (Investment Theme Overview) basket is where you should begin.
Meanwhile, Cloudflare sits directly between its clients and the chaotic open internet. They operate on a zero-trust basis. You could be the chief executive, but their software still treats you like a potential burglar.