Industry consolidation and Aggregation Theory are invisible forces that redefine entire markets. To the untrained eye, the changes they cause look shocking and unexpected. They're not (quite) as shocking if you know what to look for.
Most of the discussion we see about aggregation is at the tech industry level. Stratechery alone has written over a dozen articles about aggregators like Facebook, Google, Netflix, Airbnb, and others.
Within cybersecurity, we barely see any discussion at all about Aggregation Theory and how it's impacting the companies within our ecosystem. We do talk about consolidation a bit more, especially in the context of traditional mergers and acquisitions. However, the impact of both topics cannot be overstated. At a macro level, these are essential business concepts to understand.
Concepts like these are squarely at the intersection of strategy and cybersecurity — so, right up my alley. The goal of this article is to interpret and relate these concepts directly to cybersecurity. They need to be more approachable and relatable before they can be widely understood.