Agreed - thanks for posting. To me the most important comment to both the podcaster and me was the difference in returns in investing in companies that become true platform plays (think SFDC or Microsoft or AWS or even Apple’s App Store), versus companies that stay just software solutions.
The presenter clearly sees Crowdstrike as a platform play and certainly that is how they are trying to position themselves, however it also why I am even more excited about Snowflake which is trying to become the platform for apps that have a relationship with data, (which I would think are most) and more ubiquitous than just cyber security (which admittedly is still huge).
Ant