3 Comments

I enjoyed your take on identity becoming a cost management solution, Byrne! Traditionally IAM has been sold by pitching dubious HR/IT consolidation and opex savings. This is sort of the digital version of that, as businesses continue to transition from labor heavy models to tech enabled labor models. It should also be easier to quantify and prove the value provided in this case.

That said, I'm not so sure Okta is the equilibrium winner in this paradigm, because their offering is not that customizable or enterprise friendly. Microsoft is not threatened by Okta, since they sit at a more foundational level in the IAM stack. AD offers directory services, which Okta pretty much has to make use of. JumpCloud is perhaps a more direct competitor in the LDAP space, but unless an enterprise is running a hybrid Mac/Windows environment, they are going to just use AD.

So who wins? Well ForgeRock is a contender as are Savyint, SailPoint and OneLogin. The Pings and IBM's (Tivoli) of the world are being replaced. Ultimately, it's the systems integrators who implement and manage these systems that will benefit the most.

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Sep 24, 2021Liked by Byrne Hobart

> They hope to get their fares "down to the equivalent of an Uber ride," a testament to both their ambition and to how much Uber and Lyft prices have been rising.

Great line! Let's just hope that Uber and Lyft prices don't start approaching that of the typical flight.

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