Research Notes

Research Note: F5 Acquires MantisNet

Steve McDowell August 21, 2025

Application security player F5 announced its acquisition of real-time network observability company MantisNet for an undisclosed amount. The acquisition promises to enhance F5’s Application Delivery and Security Platform (ADSP) with eBPF-powered observability capabilities, specifically targeting the monitoring of encrypted traffic in containerized infrastructures.

Research Note: Tenable Brings Exposure Management to Enterprise AI

Steve McDowell August 12, 2025

Tenable recently expanded its Tenable One exposure management platform with AI Exposure, a comprehensive solution designed to address generative AI security risks in enterprise environments. Announced at Black Hat USA 2025, the platform addresses the growing visibility gap as organizations rapidly adopt AI tools, such as ChatGPT Enterprise and Microsoft Copilot.

Research Note: Rubrik Safeguards Agentic Workflows with Agent Rewind

Steve McDowell August 12, 2025

Rubrik recently introduced Agent Rewind, a solution targeting the emerging challenge of AI agent error recovery. The new offering, powered by technology from Rubrik’s acquisition of AI infrastructure startup Predibase earlier this year, provides visibility, audit trails, and rollback capabilities for actions taken by autonomous AI agents across enterprise systems.

Research Note: SentinelOne to Acquire Prompt Security

Steve McDowell August 7, 2025

SentinelOne recently announced a definitive agreement to acquire Prompt Security for an estimated $250-300 million, more than 10x the startup’s funding history. The transaction, expected to close by November 2025, will allow SentinelOne to address enterprise AI governance risks through real-time monitoring and control of generative AI tool usage.

Research Note: Cloudera Acquires Taikun for Kubernetes Capabilities

Steve McDowell August 6, 2025

Cloudera announced its acquisition of Taikun, a Czech-based company that develops a Kubernetes-native platform for managing cloud and on-premises infrastructure across hybrid and multi-cloud environments.

The acquisition adds a fully integrated, Kubernetes-based compute layer to the Cloudera Data Platform (CDP), enabling consistent deployment and management of data and AI services across distributed and regulated IT estates.

Research Note: AWS Open Sources MCP Server for Aparch Spark History Server