TL;DR

Google’s rumored $33 billion bid for Wiz reeks of desperation, mirroring the pre-2008 financial hubris. It’s a gamble on inflated valuations, not genuine innovation.

Story

Another day, another multi-billion dollar tech acquisition rumored. This time, it’s Google sniffing around Wiz, a cybersecurity firm, for a cool $33 billion.

Color me skeptical. This smells like desperation—a Hail Mary from Google Cloud to catch up with Amazon and Microsoft. Remember those heady days of “disruption” and “move fast and break things?” Well, now the chickens are coming home to roost. Big Tech’s facing antitrust scrutiny, growth is slowing, and suddenly cybersecurity is the hot ticket.

Let’s rewind. Last year, Google offered Wiz $23 billion. Wiz said, “No thanks, we’re going public!” Now, they’re singing a different tune. Why? Maybe the IPO market dried up. Maybe they realized building a “cybersecurity giant” is harder than it looks. Or maybe they just played Google like a fiddle, driving up the price. Who knows?

Here’s the kicker: this isn’t about cybersecurity. It’s about market share. Google’s throwing money at a problem it can’t solve organically. It’s like buying a fancy lock after your house has already been robbed—too little, too late.

‣ IPO (Initial Public Offering): When a private company sells shares to the public for the first time. Think of it as a company’s “coming out party”—lots of hype, but the hangover can be brutal. ‣ Antitrust: Laws designed to prevent monopolies and promote competition. Basically, trying to stop one giant company from controlling everything.

This Wiz deal reeks of 2008-era hubris. Remember all those mortgage-backed securities? Nobody understood them, but everyone bought them because, hey, free money! This feels eerily similar. We’re told AI and cloud computing are the future, so throw billions at anything remotely related, right? Wrong.

This isn’t just about Google and Wiz. It’s about a system built on hype and speculation. A system where valuations are inflated, profits are elusive, and due diligence is a forgotten art. Don’t be surprised when the house of cards comes tumbling down. Again.

Advice

Don’t be fooled by the hype. Scrutinize every “groundbreaking” deal. History repeats itself, especially when greed is involved.

Source

https://www.reddit.com/r/wallstreetbets/comments/1jdp3ug/google_in_fresh_talks_to_buy_cybersecurity/