WHERE THE ENTERPRISE AI STACK IS BEING BUILT
1. $Palantir Technologies Inc.(PLTR)$ building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127
2. $CrowdStrike Holdings, Inc.(CRWD)$, $Palo Alto Networks(PANW)$, $Zscaler Inc.(ZS)$ & $Rubrik Inc.(RBRK)$ building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface
3. $Cloudflare, Inc.(NET)$ building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web
4. $Snowflake(SNOW)$ & $MongoDB Inc.(MDB)$ building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows
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