Rak Garg

Oct 16, 2024 | rakgarg.substack.com | Rak Garg

Thanks for being here! Every month-ish, I’ll publish a new thesis, interview with an enterprise operator, or commentary on happenings in b2b land. Right now, I'm thinking about investment opportunities within the SIEM & logging infrastructure stack, and ways to disrupt Splunk from a technical perspective. Thinking about similar stuff?

Dec 14, 2023 | research.contrary.com | Rak Garg |Kyle Harrison |Justin Li

Actionable SummaryPerimeter erosion created serious trust issues within the security community. If you can’t trust the messages you’re getting, you have to trust the person sending them. That means you have to figure out who the person is, why they’re trying to interact with you, and whether or not you should open that message. As of 2023, 75% of security breaches are caused by mismanaged identity, access, or privileges.

Nov 22, 2023 | softwareanalyst.substack.com | Rak Garg |Allie Mellen

Earlier this year, my friend and I initially wrote about the rise of Palo Alto Networks and explored their path toward becoming the first $100B security company. It’s been 9-months since that report, so I wanted to write an update on how Palo Alto Networks (PANW) is progressing toward that goal and explore their platform consolidation strategy. PANW recently wrapped up its 2023 fiscal year, where they hosted a medium-term investor update.

Mar 16, 2023 | softwareanalyst.substack.com | Rak Garg

Thank you for subscribing to the Software Analyst (formerly Investi Analyst). I haven’t written in over a year, so this is my attempt at resurrecting my newsletter. I’ve been writing about private software startups at Contrary Research, but this newsletter will be focused on simplifying the technology behind public SaaS companies. See my future roadmap and past examples of my work here.

Mar 16, 2023 | investianalystnewsletter.substack.com | Rak Garg

Thank you for subscribing to the Software Analyst (formerly Investi Analyst). I haven’t written in over a year, so this is my attempt at resurrecting my newsletter. I’ve been writing about private software startups at Contrary Research, but this newsletter will be focused on simplifying the technology behind public SaaS companies. See my future roadmap and past examples of my work here.