While information security budgets are increasing, the market isn’t being kind to infosec vendors and that could dampen M&A prospects. Returning guests Garrett Bekker and Brenon Daly join host Eric Hanselman to talk about those prospects and look at the implications of the huge Broadcom/VMware deal. That massive transaction has all of the hallmarks of a private equity deal and is an indicator of the shifting market dynamics that will be at play as we head back to an in-person RSA Conference.