Should AWS and Microsoft be nervous from a competitive standpoint about the newly combined Google Cloud-Mandiant company?

Google’s definitely made a statement here.

They’ve always been a leader in security by virtue of Google Cloud being born out of Google. The potential risk of anything that Google owns being penetrated has been so high, that they’ve always employed the top security people, practices, and systems.

Part of cloud is building those broader capabilities to every enterprise—public sector and private sector alike—that they can benefit from these capabilities, even though they might not be able to hire the same folks that Google can hire to work on some of the biggest problems.

The reality of cyber threats is it’s really about the intelligence around the threat patterns, right?

If Google, Google Cloud and Mandiant can now intelligently predict what customers have to prepare to defend against by seeing patterns and other places of the network—that’s incredibly valuable.

Google has a history of investing in the space. We ourselves have a significant practice around Google security, whether it’s BeyondCorp, reCAPTCHA, Chronicle, etc. and this would absolutely solidify our capabilities by bringing yet another set of security solutions to market.

We feel security is an area where Google can absolutely stand out and does stand out versus the other cloud hyperscalers.