@neke86Your blog article is very illuminating! Thanks! Everyone...

@neke86

Your blog article is very illuminating! Thanks!

Everyone who's reading this thread should go read it at https://neke86.substack.com/p/the-spice-does-not-always-flow


I'd be interested in a comparison of CyberCX vs TNT. I'm wondering if competition between them is at the root of TNT's low earnings. Private capital might be better suited to building such companies than public capital (except perhaps while listed tech was inflated).


Given what you wrote, I guess it makes sense for CyberCX and TNT to do incident response and also SOC?? Those things require a critical mass which only a few local companies can have.


PS: while I'm recommending things, the Crowdstrike episode of the Business Breakdowns podcast is excellent
https://open.spotify.com/episode/2SiPgsFisegiwlNtE4ra7d