Or, one can conclude, having the most data centers of all the cloud titans is not a basis for trying to recreate what Zscaler does, even with the software power that Microsoft bring to the table
Tinker,
I don’t think Azure or AWS is going to enter into the security market, at least no in the near-term. Having said that, if a cloud provider is to implement the same architecture solution similar to ZS for their cloud hosted applications then they don’t need 150 locations but at the edge of their DC’s will be sufficient, something similar to the firewall. After all that’s the point which needs to be protected.
However, ZS is not just addressing that but a user connecting from his device and probably skipping the corporate firewall and reaching the SaaS application. In the olden days, DOD’s of the world had a simple solution, either you work on-premise or you VPN into the system. Now ZS has done the same by using proxy routing all the traffic first to their cloud based firewall.
I know you consider ZS has a ground breaking architecture, etc. All I am saying is, the competition will catch up to this pretty quickly.