Andreessen Horowitz

There are two things now driving the security industry:

1. The bad guys are already inside.
2. New platforms — cloud and mobile — have arrived.

…Both are forcing a different set of technologies, and the creation of new kinds of companies.

If we take the new platforms first, what it boils down to is this: What happens when we can no longer protect data with a firewall? How do we go about protecting data on a mobile phone or protecting data in the cloud? Old-line data security companies were all about protecting our data at our private data centers or protecting data on our PCs. (And when I say “protecting data” I mean protecting it from viruses trying to extract data.)

But as the threat environment moves away from individual PCs and private data centers to the cloud and mobile — as the computing platform shifts — a new set of companies are emerging…

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