CrowdStrike buys Okta at a discount.

The data convinces the board. So does the stock chart. A new CEO is in your chair by spring.

The Buyer: CrowdStrike is thrilled. Identity is a feature of the endpoint now. Your feature.

The Buyer: We'll keep your logo on the login page. Agents never see it.

Outcome: Lost as a feature

The add-on rode a rally that Microsoft ended for free. You moved to per-agent pricing a year after it mattered.

One path that gets here

A · We'll sell agent security on every seatC · Kill seat pricing now. Bill per agentA · Show the board what agent customers spend

Play it yourself

Other endings where you lose as a feature

All 10 endings · The thesis