In your opinion, are they a whale because they make a great product... or just have a great marketing/PR/sales team? I am guessing "great product" because I cannot believe that Google cannot just rebuild it themselves (if not a great product).
Wiz is widely considered one of the strongest CNAPP/CSPM products on the market. I haven’t personally tested every single competitor’s solution, but I’ve found Wiz to outperform pan, crowdstrike, and prisma.
To answer your question. Google doesn't acquire Wis because Google can’t build a comparable product themselves. The real driver is that Wiz has already achieved market penetration and trust. Replicating that from scratch would be a massive undertaking, requiring not just a sophisticated product but also the brand credibility, customer relationships, and reputation for reliability. establishing that level of traction and trust is difficult, time-consuming, and expensive. I highly doubt Google would try to build a direct competitor from the ground up when acquiring Wiz allows them to leverage its existing success right away.
The product is great. We’re using it since 2023. Very happy.
Regarding your google comment: Google builds Google products that can also be used by other people. I am pretty confident they cannot build something like Wiz. And not because they don’t have researchers and developers.