Google and Mandiant: Will Google Be Able to Handle a People Business?

March 11, 2022

Talk about Google’s purchasing Mandiant is a hot topic. I want to comment about Protocol’s article “Google Wants to Be the Full-Service Security Cloud.” The write up is one of several mentioning an important fact:

The company currently has 2,200 employees, including 600 consultants and 300 intelligence analysts who respond to security breaches.

Mandiant, therefore, has about half of its employees performing consultant type work. Not long ago, Google benefited from the sale of Recorded Future, a company which was in the cyber security business AND had a capability that Google had not previously possessed. What was Recorded Future’s magic ingredient? My answer is, “Ability to index by time.” There were other Recorded Future capabilities. In-Q-Tel found the company interesting as well.

Now the Google is embracing the consultative business in which Mandiant has done well.  How will the Google management method apply to the individuals who make up about half the Mandiant work force?

If the past is an indication, Google does okay when the staff are like Google’s previous and current management. Google does less well when the professionals are less like those high school science club members who climbed the ladder at the Google.

To sum up: This deal is going to be interesting to watch. Microsoft is likely to be keen on following the tie up. Mandiant is, as you may recall, the outfit which blew the whistle on the SolarWinds’ misstep. Microsoft was snagged in the subsequent forensic analyses. Plus, the cyber security industry is enjoying some favorable winds. The issue, however, is that as threats become breaches, the flaws of the present approach to cyber security become more obvious. Online advertising, cloud computing, and cyber security — a delightful concoction or a volatile mix?

Stephen E Arnold, March 11, 2022

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