Equity · Wednesday, September 23, 2026
Shardul Shah reflects on the $32 billion acquisition of Wiz by Google, mentioning that the co-founder and CTO, Ami, discussed the company's mission to address both human-driven and adversarial security needs from the outset. Shah believes this approach is key to reshaping the AI security category.
“Ami, the co-founder and CTO of Wiz, talked to me about this from the beginning of the business, which is how do we manage both of those needs for security?”
“And so I do think it's appropriate to think about Wiz, um, bring it not to 1946 to to, you know, this decade.”
“And so I think it's really relevant and I think it's the beginning of how this AI security category is actually going to be reshaped.”