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[随想] 搞笑的安全/金融世界,全世界 Windows 大面积蓝屏, crowdstrike 股价今日只跌了 10%

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YTD 还是+24%

一家内部管理混乱、没有最基础的 QA 的安全公司。

一家市值才 740 亿,却将要面对几十亿美元诉讼的法律费用和赔偿。

感觉安全行业的估值是不是主要靠政府关系( 3-letter agencies )和客户关系,而不是内部的技术、流程和管理?

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