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SysMoore & Energy (Pt.3)
SysMoore’s hardware renaissance meets the energy wall — how AI compute’s explosive growth is forcing a fundamental rethink of power infrastructure, unlocking nuclear and natural gas tailwinds amid persistent buildout constraints.
Notes - Security for AI and Data Security (Pt.2)
Summary
* Data security is rapidly becoming a core pillar of cybersecurity as AI adoption and data value surge, driving new demand for protection and compliance.
* DSPM has emerged as the leading data security category, with most top startups already acquired by incumbents like PANW, IBM, and RBRK.
* Platform vendors are
Notes - Security For AI and Data Security Uprise (Pt.1)
Summary
* With AI adoption finally moving into large-scale production this year, as anticipated in our PLTR update, it is now a more appropriate time to discuss the intersection of AI and cybersecurity.
* AI-powered security products are likely to experience a smoother and earlier J-curve of adoption compared