Investment Thesis

January 20, 2021

Thesis: a bet on $PANW is a bet on AI network effects

When we hear “network effect” our minds jump to social networks. Instagram. Facebook. Twitter. LinkedIn. Snapchat. WhatsApp Signal. It’s not that surprising. Social network effects are the only ones the media ever talk about. This is unfortunate because there are far more interesting network effects being built right now. But […]