With AWS poised to become a $13 billion business, cloud computing has overtaken the enterprise computing industry. However, it’s no secret to insiders that the next disruption is already on its way. IoT gateways and routers that can support edge computing are in the works by Dell and Intel, while software companies are beginning to scale and develop products like Apache Spark to be used in edge computing. The rise of edge computing is here, thanks to the increasingly ubiquitous Internet of Things and how it’s changing the game for data processing. [Read more…]
We have a few more predictions to go for 2017. Next up is Google and CloudFlare. We predict that Google will acquire CloudFlare in 2017 for $1.5B to $3B. CloudFlare has raised a total of $182M and Google was an investor in the last round of financing. As of 9/30/16, Google had $83B in cash and short term investments, so $3B isn’t out of the realm of possibilities. The reason we believe this will occur is because Google needs CloudFlare to compete against AWS and Azure. [Read more…]
On Friday, we predicted that Akamai would acquire a bot mitigation company within 3 months. Three days later, Akamai acquires Cyberfend, a bot mitigation company. This is a record for us. Some of our predictions have come true and others haven’t, but this prediction was expected. For the last year, the Akamai’s Bot Manager was a basic service. The next logical step for Akamai was to acquire a bot mitigation startup that has developed advanced machine learning technology to detect sophisticated threats. In 2017, the Akamai Bot Manager is going to be a $100M per year business. Next up – Akamai will acquire a client-side malware startup that has developed strong behavior biometrics engine.
In 2017, we predict the Akamai Bot Manager will become a $100M per year business, catapulting Akamai to the #1 position in bot mitigation services worldwide, based on revenue. The bot mitigation business is very profitable, with monthly sales averaging in the thousands of dollars per customer. Although the Akamai Bot Manager is currently a bare-bones service, Akamai will most likely acquire a pure-play bot mitigation startup and client-side malware startup in Q1 2017, which will help to expand functionality in the areas of machine learning, behavioral biometrics, and client-side malware detection/protection. With the right acquisitions and vision, Akamai’s security business “can” become a $1B per year (annual run-rate) business with high margins by the end of Q4-2017.
We are going to make some bold predictions for 2017. First, let’s look back at 2016 – this year was the most innovative period in history, thanks to the convergence of 1) CDN + Cloud Security 2) CDN + WAN and 3) Edge Security + Client-Side Security. Other notable disruptions – there is a new CDN powerhouse we call the Cloud Trio “CloudFront + Google CDN + Azure CDN”. We expect Azure and Google to catch up t0 CloudFront next year. The big surprise – Client-Side security (Bot + Malware) has replaced Edge Security (DDoS + WAF) as the hottest segment in the market. In 2017, we expect the following to take place: [Read more…]
Unbotify, a security startup focused on bot detection and mitigation, is the latest company to join the super-hot security segment. Yaron Oliker and Alon Dayan founded Unbotify in 2015, and it is one of the very few pure-play bot mitigation companies that focus on thwarting the most advanced bot threats via behavioral biometrics and machine learning technologies.
Microsoft has unveiled Azure Bot Service, a public cloud bot-service built on Microsoft Bot Framework and Azure Functions, which is meant to foster the spread of bot creation within the developer community at large. It provides serverless bot service that scales and that developers can use to build and deploy bots across a variety of apps and channels, including Slack, Facebook Messenger, and Skype.
Given the proliferation of mobile apps on smartphones across the world, it’s about time that someone came out with a global benchmark to set standards and gauge performance. PacketZoom, a mobile app accelerator, has stepped in to fill that vacuum, launching its Global Mobile App Network Benchmarks, the first of its kind.
The Mirai botnet made global headlines when it knocked out Dyn DNS and took many prominent websites offline on the East Coast. Now there’s a botnet powered by a new malware that has been unleashed upon the West Coast of the United States. CloudFlare has been mitigating the attack and detailing its odd characteristics. The team at the prominent CDN have noticed an interesting pattern, namely, that the attacker or attackers behind the botnet seem to be working regular hours, like the average Joe.
DeepMind, the Google-owned startup behind AlphaGo, has announced that it is open-sourcing its flagship platform, DeepMind Lab, to spur further research and innovation in artificial intelligence. The long-term goal is to eventually develop sophisticated cognitive systems that can learn to solve complex problems without guidance. To create AI agents that are innovative, adaptable, and able to operate across a wide variety of tasks, complex training and evaluative environments must also be designed and implemented. To that end, DeepMind Lab was created as a fully-3D game-like platform for AI research and training. [Read more…]
Three years ago, when we first started, it took us a few months to figure out what would become the next big market for CDNs. After researching and publishing research on various business models, we figured that Edge Security would be the next big thing. Fast forward to the present, and Edge Security is the biggest opportunity that has ever existed for CDNs, eclipsing the video delivery ecosystem. In fact, it can be said that Edge Security saved the Akamai business model. The downside, creating Edge Security services is infinitely more complex than anything else invented beforehand. With that being said, what is the next big billion dollar market opportunity for CDNs? That’s easy, it’s the Edge Compute CDN (EC-CDN) model. The EC-CDN model turns the “EC2 + Lambda@Edge + AWS Step Functions” model on its head.
There’s a new startup in the CDN ecosystem called BitsNGo. Founded in 2015, the 12-employee company offers a global, Tier-1-backed CDN, combined with a competitive pricing scheme tailored to the burgeoning small and medium-sized business (SMB) segment, developers, and other businesses. Its SaaS pricing model allows customers to pay flat rates on whatever they use without prior commitments, which lets it to undercut competitors by up to 60%. [Read more…]
Last week, AWS introduced Lambda@Edge and AWS Step Functions (plus a few more), which enable enterprises to build the next generation of distributed applications using micro-services, edge compute functionality, server-less functions, APIs, content delivery, container and VM technologies. The bad news – we believe the EC2 business model will eventually be replaced by a newer and improved competitive model for the delivery of dynamic web applications. Lambda@Edge and AWS Step Functions are band-aids for an antiquated system. Today, the new paradigm is to leverage micro-services, APIs, containers, etc. to coordinate the delivery and consumption of components/content at the edge. What this really means is that there are two schools of thought: the old fashion AWS way and EC-CDN. [Read more…]
We’re excited to be celebrating our 3 Year Anniversary. It’s hard to believe that it’s been three long years. We published our very first post on December 3, 2013 titled “Akamai Expands Security Portfolio”. In three years time, we’ve published over 1,100 articles, interviewed 100+ “C” Levels, written dozens of research reports and consulted with dozens of companies. Here are the key takeaways we’ve learned about startups in their journey for success: [Read more…]
You don’t have access to view this content
The Open Web Application Security Project (OWASP) is a free and open community with the aim of providing clarity and unbiased coverage of software security issues, and creating a common space for clear communication about them. To facilitate such discussion, OWASP’s Automated Threats to Web Applications Project has taken on the task of establishing a shared vocabulary of automated threats, which are threat events in which bots misuse web applications, occasionally leading to application denial of service. Its Automated Threat Handbook is a standard reference guide that classifies and lists the following top 20 automated threats, which have grouped into four major categories: Account Credentials, Payment Cardholder Data, Vulnerability Identification, and Other Automated threats.
Here’s something we don’t see very often – the making of a Super Giant, as in a small startup that is going to dramatically change the competitive landscape in a specific market. For the live-streaming market, the era of Red5 is among us. This is the biggest news coming from the video streaming market in the last several years. First, has anyone even heard of Red5’s open-source streaming software? Although few may have noticed, Red5 has been quietly making a lot of traction for years – and it’s about to gain a whole lot more. The team behind Red5 has just released their first-ever commercial product and it’s killer. [Read more…]
Demand for cutting-edge bot detection and DDoS mitigation services has been growing in leaps and bounds in recent years, as the relentless arms race between hackers and cybersecurity researchers has bred a new crop of advanced cyberthreats. Recent, highly publicized hacking incidents have put the looming threat of further intrusions firmly on everyone’s minds. And, with the holiday shopping season in full swing, enterprises have been clamoring for cloud-based, turnkey cybersecurity solutions to thwart everything from DDoS attacks to malicious SQL injections.