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E32: Cybersecurity Showdown, AI Disruption, and Apple's Big Move
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After Badgering Monkey about selling Crowdstrike $CRWD (yet again), Luke discusses the differences between Crowdstrike and Palo Alto Networks $PANW, two strong cybersecurity companies. But l can there only be one?
Monkey, meanwhile, wonders whether AI is going to disrupt everything, including SaaS companies like Crowdstrike, or whether certain mega-trends can overpower the impending disruptions.
We also discuss the difference in mindset required when investing in best of class businesses with lofty valuations, and small caps that are much riskier but cheaper and with more binary outcomes.
Krzysztof offers his view on the recent Apple Intelligence announcements and why he’s pleasantly surprised about what he heard. Hint: privacy + AI are an essential combination, and Apple will finally give customers a reason to upgrade their phones. Perhaps the recent spike in valuation is justified?
Chapters:
00:00:00 Intro
00:01:02 CrowdStrike vs Palo Alto Networks
00:11:43 What does Luke look for in a good investment?
00:19:17 Apple Intelligence
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