A hundred years from now, we’ll all look back and think “duh.” Obviously scale was key. Tesla is catalyzing and capitalizing on what will be the largest economic and technology shift of our lifetimes. This is bigger than IT, tech, AI, the Internet, blockchains, or any other buzzword. Everything runs on electricity, and Tesla is going to radically... See more

Tesla is the first US car manufacturer to mass-produce vehicles without going into bankruptcy in the past 100 years (and now has a larger market cap than the next six largest automakers combined).

Palo Alto Networks has built the world's largest cybersecurity company. However, its story remains untold. @rak_garg & I spent the last few months dissecting the rise of $PANW as it races to become the first $100B security company. Here is a summary of our thesis and report:... See more