Cybercorns are companies that have surpassed the magical $1 billion valuation. Several of these extraordinary ventures are Okta, Sophos, Tanium, Palantir, FireEye, Splunk, Zscaler, Lookout, CloudFlare, Illumio and AVAST. I foresee only two long-term defensible plays for these cybercorns. First, a focus on securing customers’ transition to and use of the cloud. And second, companies that quickly and intelligently sift through reams of data to make IT more responsive, agile and secure. It will be fascinating to watch what happens.