As a data scientist, there are public companies in my industry that I can clearly identify as long term winners, valuation aside. I'm thinking AWS, Snowflake, and Databricks. What are the equivalent companies in the cyber security space?

• Crowdstrike, VMware, Carbon Black, Zscaler... there's a bunch of names out there doing end point security, but do any of these companies have a moat? What does it mean for one of these companies to have an advantage over others?

• What other types of security companies should I be looking at other than end point security?

• Why does everyone keep referring to Cloudflare as a cyber security company? I thought they were a CDN.

aws cyber cyber security cybersecurity data databricks industry public security snowflake space thinking