Discussion about this post

User's avatar
Brandon's avatar

Really great job here- any reason why PANW isn’t on this chart? I know they’ve got some on prem components but they’re transitioning quickly into cloud and have a been on a tear lately

Expand full comment
Manjit Ahuja's avatar

Hi, I look forward to your weekly emails. I have been researching cloud computing and AI, and came across this talk with the AWS CEO on Bloomberg, which is very insightful. Hope you can also connect the dots between AI and cloud commuting. Thanks for your weekly insights.

https://www.bloomberg.com/news/videos/2023-06-22/aws-ceo-selipsky-on-the-ai-boom-video

Expand full comment
2 more comments...

No posts