- As a quick follow-on from the previous SVB content, Simon provides some audio with explanations as to what happened at SVB.
- Additionally, he shares his views on how the SVB ramifications will play out over the course of the next few months and quarters.
- TL;DR - this is very long-term bullish for PANW, FTNT, S, & other leading public names. As funding dries up, much of the comp to these players will fold.
To access the audio with transcript please click the link.