Illustration: Axios Visuals

At next month's RSA cybersecurity conference, around 600 cybersecurity vendors will be in the expo halls vying for visitor dollars. By next year, many of them will be out of business; others will be sold.

Quoted: "I believe there will be a lot of consolidation in the industry and that it's exactly the wrong thing to do," Mark McLaughlin, chair and chief executive of Palo Alto Networks, told Axios.

"No one company can create all the innovation": Cybersecurity isn't like word processing — most companies can't get by with a single vendor or single program to perform all the functions it requires. The market is flooded with tools and services primarily designed to do single functions, each of which competes for security staffs' attention.

  • "We hear 'I can't keep consuming more and more technology,'" said McLaughlin. "Or 'I want less vendors.'"
  • But McLaughlin worries single vendors either must be so large that they lack agility or so small that they lack features. "No one company can create all the innovation," he said.

Consolidating platforms, not companies: McLaughlin has a horse in this race. Palo Alto Networks is launching an app store-type model allowing all vendors to operate within the Palo Alto framework.

  • If it succeeds, it will fundamentally change how companies, particularly smaller ones, compete in this space. On the one hand, for better and worse, it narrows the scope of a company's control over its own environment. On the other, companies won't need to lose focus of their strengths to compete. "You should pay attention to what you're good at," he said.

Go deeper

Axios-Ipsos poll: Fear of voting

Data: Axios/Ipsos poll; Note: ±3.0% margin of error for the total sample; Chart: Andrew Witherspoon/Axios

Democrats are twice as likely as Republicans to worry about in-person voting — with nearly two in three seeing it as a large or moderate risk to their health — according to this week's installment of the Axios-Ipsos Coronavirus Index.

Why it matters: This could pose a significant disadvantage for Joe Biden and other Democratic candidates in November if the pattern holds — especially in states where high infection rates persist, or where there are significant hurdles to mail-in, absentee or early voting.

Trump: Coronavirus is “under control"

President Trump said in an interview with “Axios on HBO” that he thinks the coronavirus is as well-controlled in the U.S. as it can be, despite dramatic surges in new infections over the course of the summer and more than 150,000 American deaths.

  • “They are dying, that's true. And you have — it is what it is. But that doesn't mean we aren't doing everything we can. It's under control as much as you can control it. This is a horrible plague,” he told Axios' Jonathan Swan.
Updated 2 hours ago - Politics & Policy

Coronavirus dashboard

Illustration: Sarah Grillo/Axios

  1. Global: Total confirmed cases as of 12:30 a.m. ET: 18,288,573 — Total deaths: 693,805 — Total recoveries — 10,916,907Map.
  2. U.S.: Total confirmed cases as of 12:30 a.m. ET: 4,713,562 — Total deaths: 155,469 — Total recoveries: 1,513,446 — Total tests: 57,543,852Map.
  3. Education — Fauci: Schools can reopen with safeguards, but those in virus hot spots should remain closed
  4. Politics: White House will require staff to undergo randomized coronavirus testing — Pelosi says Birx "enabled" Trump on misinformation.
  5. Sports: 13 members of St. Louis Cardinals test positive, prompting MLB to cancel Tigers series — Former FDA chief says MLB outbreaks should be warning sign for schools.
  6. 1 🎥 thing: "Tenet" may be the first major film to get a global pandemic release.