Wiz

Cybersecurity · Business

Mentions

Podcasts

Episodes

Podcast consensus

Points of consensus

▶Wiz is being acquired by Google for $32 billion, with multiple sources confirming a definitive agreement has been signed, though the deal is still pending final regulatory approvals.Apr 2026

▶The company experienced historically rapid revenue growth, described as the fastest of any software company, reaching $100 million ARR in seven quarters and growing from $1M to $24M in quarterly revenue in its first year of selling.Mar–Apr 2026

▶Wiz is a top-performing portfolio company for several elite venture capital firms, including Index Ventures (its largest shareholder), Insight Partners, Thrive Capital, Cyberstarts, and Sequoia Capital.Mar–Apr 2026

▶The founding team consists of experienced Israeli entrepreneurs, including alumni of the Talpiot military program, who previously built and sold a company to Microsoft.Apr 2026

Points of debate

▶While the acquisition is a clear financial success for investors, its impact on the market is viewed differently. Some see it as a massive exit, while at least one competitor CEO calls it a 'bummer' for customers who wanted Wiz to remain a standalone platform.Apr 2026

▶The status of the acquisition is described with varying degrees of finality. Some sources state flatly that Google acquired Wiz, while others are more precise, noting a 'definitive agreement' has been signed but the deal has not yet closed and is awaiting regulatory approval.

▶The company's operational resilience is highlighted by its ability to have one of its best quarters after the October 7th Hamas attack despite a significant portion of its Israeli workforce being called for military service.Apr 2026

▶Investor strategy around Wiz varied. While early investors like Cyberstarts and Insight Partners saw massive returns with Wiz becoming a 'decacorn', Cyberstarts' founder Gili Raanan expressed regret for selling secondary shares early, a move that limited the fund's ultimate gains.

Key themes

▶Unprecedented Growth and Sales VelocityMar–Apr 2026

Wiz's growth is consistently described as historic and record-breaking. The company reached $100 million ARR in seven quarters, a feat matched by only a few others, and grew quarterly revenue from $1 million to $24 million in its first year of selling. This was driven by an 'unprecedentedly fast' sales cycle, closing six-figure deals in weeks or months.

The extreme sales velocity suggests Wiz solved a critical and urgent pain point for a specific buyer (the CISO) so effectively that it bypassed typical enterprise procurement friction, representing a new benchmark for product-market fit in B2B software.

▶The $32 Billion Google AcquisitionMar–Apr 2026

A dominant theme is the pending $32 billion acquisition of Wiz by Google. Multiple sources confirm the price and that a definitive agreement is in place, though it awaits final antitrust approvals. The deal is positioned as one of the largest ever in cybersecurity and a major liquidity event for the venture capital market.

This acquisition serves as a major market signal, with analysts speculating its approval could reopen the door for large-scale M&A by other tech giants, potentially ending a quiet period for major tech acquisitions.

▶Elite Venture Backing and Decacorn StatusMar–Apr 2026

Wiz attracted a roster of top-tier venture capital firms, including Index Ventures (the largest shareholder), Insight Partners, Thrive Capital, Sequoia Capital, and Cyberstarts. The company is frequently cited as a top-performing asset and a 'decacorn' in their portfolios. Investors like Insight Partners got in at the pre-revenue stage, highlighting early conviction.

The concentration of elite investors and their significant ownership stakes underscore the high level of consensus and conviction in Wiz's potential from a very early stage, making it a case study in venture capital's power to rapidly scale a company.

▶Founder Pedigree and Product-Market FitApr 2026

The company's success is attributed to its founding team of Israeli entrepreneurs who had previously built and sold a company to Microsoft and served in the elite Talpiot military program. This expertise led to a product with exceptional fit, targeting the Chief Information Security Officer (CISO) as the simultaneous buyer, user, and budget holder. This alignment, combined with near-zero customer churn, was key to its rapid sales.

Wiz's story demonstrates that a deep, pre-existing understanding of a specific enterprise buyer's pain points, budget authority, and workflow can be a more powerful growth driver than any generalized go-to-market strategy.

Source episodes

Sentiment over time

Mar 2026

6 bullish(6 claims)

Index Ventures is the largest shareholder in Figma, Dream Games, and Wiz, and th...

Apr 2026

7 bullish, 6 neutral(13 claims)

Sierra's growth to $100 million ARR in seven quarters is a rare achievement, mat...

Changes over time

2020

Wiz is founded by a team of Israeli entrepreneurs who previously sold a company to Microsoft. Early investors like Insight Partners invest when the company has zero revenue.

Seed Round

The company raises a $20 million seed round led by Cyberstarts, Sequoia Capital, and Index Ventures, valuing it at approximately $66 million.

First Year of Selling

Wiz demonstrates explosive growth, with quarterly revenue accelerating from $1M in Q1 to $2M in Q2, $8M in Q3, and $24M in Q4.

c. 2022

Wiz achieves a key milestone, reaching $100 million in Annual Recurring Revenue (ARR) in just seven quarters, cementing its reputation for hyper-growth.

Late 2023

Despite significant disruption to its Israeli workforce following the October 7th Hamas attack, the company reportedly has one of its best quarters ever, demonstrating operational resilience.

c. 2024

A definitive agreement is announced for Google to acquire Wiz for $32 billion. The deal receives approval from European regulators but remains pending in other jurisdictions.

Suggested prompts

How did Wiz's strategy of targeting the CISO as the combined buyer, user, and budget holder contribute to its unprecedented sales velocity and near-zero churn? &nearr;What are the potential risks and synergies of Wiz being integrated into Google's cloud platform, and how might this affect its product roadmap and competitive standing? &nearr;Analyze the cap table dynamics: with Index Ventures as the largest shareholder, what does the $32B exit imply for their fund returns and the broader venture landscape for cybersecurity? &nearr;Beyond the founders' pedigree, what specific product innovations allowed Wiz to achieve such rapid market penetration in the competitive cloud security space? &nearr;

Key concepts

Venture Capital Investment 9 ep Acquisition by Google 7 ep Rapid Revenue Growth 6 ep Cybersecurity Market 4 ep Founding Team 2 ep Sales Cycle Velocity 2 ep Decacorn Status 2 ep Israeli Tech Ecosystem 2 ep Product-Market Fit 1 ep Customer Churn 1 ep

Notable quotes

“Wiz was closing on these very healthy six-figure deals in a matter of weeks or months, which was just unprecedented.”

Philip · Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence

“Yotam Segev believes the acquisition of Wiz by Google is a "bummer" for the cybersecurity market, as customers viewed Wiz as the next great standalone platform and will not be thrilled about it becoming part of Google.”

Yotam Segev · Cyera CEO: Growing One of the Fastest Security Startups on the Planet

“my partner, Jeff Horing, led our investment in Wiz, which sold to, you know, Google. Well, I should say, I signed a definitive agreement to sell to Google. Hasn't closed yet for $32 billion.”

Deven Parekh · Deven Parekh on the State of Startup Investing | Masters in Business

“when Hamas attacked Israel, and some disproportionate share of the people involved in Wiz and the go-to-market team and the engineering team went to go serve for their country... I think they have like one of their best quarters.”

Neil Mehta · Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview

Report last updated: Apr 20, 2026

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