And Google just spent five times that to acquire a cyber security startup with 1000 customers.
Is hardware so much less valuable?
Is hardware so much less valuable?
Margins and TAM.
Those 1000+ customers at Wiz have 7-8 figure TCV deals (I have personally seen a couple of those contracts), and have pipeline in multiple industry verticals - Tech, Telecom, ONG, Healthcare, Finance, Insurance, etc
An embedded and telco oriented firm like Ampere has weaker margins as they have to manufacture hardware, which drastically reduces the amount of money available.
It's also a smaller and more consolidated market with a weaker TAM.
The SB purchase is part of Arm completely restructuring their IP philosophy and business model. Ampere was sold for "so little" because Arm could effectively just cut them off as soon as their contract ran out. This was a cleaner transfer.
Arm is bringing everything back in house, ceding the low end to RISC-V and taking the high end back in and producing their own silicon.
I mean, yes, these people are ex-israeli army, but why would Google want to pay 32B for ex-IDF people? Surely there's more of them out there?
It does gives free technical education and experience for some recruits (not necessarily the top, and that experience isn't always teh best), but of course that affects tech employment - you'd see higher rates of service across tech employees, as that service gave them a jump start on their tech education.
That said, even if the Israeli military decides to draft a person, that person can stand up and refuse. It ain't "free" (may result in imprisonment,) but it's a choice that even if too few make, it is one, and making it is a strong signal about what kind of person they are.
You can scroll down to see the companies founded by alumni.
The Meta CISO is ex-8200.
I'm not sure I understand what reverse merger means, or what OP is implying