1. How does CrowdStrike stack up against SentinelOne in XDR following their buy of Scalyr?
We feel really good. They [SentinelOne] would have loved to have this asset [Humio]. They had to buy something [Scalyr] in my opinion that doesn’t have the same scale and technology. From our standpoint, we know it [Humio] is the best in the industry for what they do, and we’re excited to have it.
And there’s a big difference between having a Threat Graph and not having a Threat Graph. Because we have a Threat Graph, our data is already all organized. SentinelOne has a hard time dealing with data at scale. And this concept of just forwarding data into a data lake and trying to sort it all out is just more needles in the needle stack.
And it’s not as easy as people think, which is why we’re excited because of the Threat Graph technology and the smart-filtering. It really gives you the power to get the right data to the right place, and then be able to slice and dice it. I think that really differentiates us from what others are doing.
[SentinelOne CEO Tomer Weingarten told CRN: “We scoured this space for quite some time, and we’ve actually passed on Humio … We found Humio in many ways to be a replica of Scalyr. We found the innovation that Scalyr put into this space was so meaningful that Humio actually based a lot of their technology on Scalyr. I think they actually even made a reference to Scalyr on some of their blogs. So, all in all, I mean this is a little bit hard to grasp … There is no two versions of the truth here. There’s a timeline of events. All in all, we are big believers in the Scalyr technology. We know it’s superior to Humio’s. We also found a very good culture fit in Scalyr, which I can’t say we felt the same about Humio. We welcome George and CrowdStrike to the XDR space. I think to us it’s just a further validation of our strategy and vision. ]