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Notes - DeepSeek Supply Shock Yet To Come
Summary
* DeepSeek introduces a cost-effective training and inference architecture that could reduce AI operational costs to one-tenth, challenging existing infrastructures.
* Recent data shows a short-term spike in AWS H100 spot prices in key tech regions, but this affects only a small fraction of overall GPU demand.
* DeepSeek has potentially triggered a trend that mirrors past IT shifts, where application developers, not infrastructure providers, ultimately drove industry growth.
* This
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2)
Summary
* PANW's strategic acquisitions and innovative product launches, especially in SASE and cloud security, position it as a leader in the cybersecurity market.
* The IBM Qradar acquisition and partnership is a smart deal that enhances PANW's market reach, leveraging IBM's consulting arm to drive
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1)
Summary
* Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience and strong growth potential through its bold platformization strategy, led by CEO Nikesh Arora.
* Despite initial investor concerns, PANW's focus on its platformization strategy and substantial growth in NGS ARR and service revenue positions it for