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Okta: The Identity Layer of the Internet - $OKTA

29 Nov 2025

Description

Okta’s rise from a desperate 2009 startup pitched over a kitchen counter during the financial crisis to a $17 billion powerhouse guarding digital identities worldwide is an epic tale of vision, resilience, and transformation. Co-founders Todd McKinnon and Frederic Kerrest revolutionized how enterprises secure access in an increasingly cloud-driven world, pioneering the identity-as-a-service category that tackled the chaos of password fatigue and fragmented logins. As Okta evolves into a comprehensive identity platform integrating AI, passwordless futures, and governance amid fierce competition and trust challenges, the company stands at a crossroads—poised either to define the next decade of digital identity or risk being disrupted. Transcript - https://empor.top/us/OKTAI. Introduction & Episode FramingII. The Pre-History: Identity Management Before the CloudIII. The Founding Story: Leaving Salesforce to Build Okta (2009)IV. The Early Years: Finding Product-Market Fit (2009-2015)V. The IPO Journey and Going Public (2016-2017)VI. Scaling the Platform: From SSO to Identity Cloud (2017-2020)VII. The Auth0 Mega-Deal: Doubling Down on Developers (2021)VIII. The Security Incidents: Crisis Management and Trust (2022-2023)IX. Modern Era: The Platform Strategy (2021-Present)X. Playbook: Business & Strategy LessonsXI. Bear vs. Bull Case & Valuation AnalysisXII. The Future: What's Next for Digital IdentityXIII. Conclusion: The Identity Layer's Manifest Destiny

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