It's just my unsubstantial opinion. Too many players raising too much money in a consolidated market. Bar some notable exceptions (NSO), this herd of misguided lemmings has one way out - acquisition by Checkpoint/Imperva/SalesForce.

But maybe I'm wrong and we'll see 100 Mobileyes in the coming decade.

At the risk of being pedantic- did you by chance mean "unsubstantiated"? :-)

unsubstantiated (adj)- not supported or proven by evidence.

unsubstantial (adj)- lacking material substance

Thanks. Your correction is welcome and not pedantic at all (it's rather substantial). More so as I've repeated this mistake twice.

> it's rather substantial

I see what you did there.

Oh, in case you meant infosec in particular, you might be right, I don't really know much about this industry.

Yes the numbers given above are just for the cyber sector.