PANW - Part 2: Easy To Discuss The AI Hype But What About Substance

• With a topic as exciting as artificial intelligence, it’s easy to get wrapped up in the hype.
• It’s easy to see a new achievement and how exciting it is, but in thinking about an investment thesis, it’s important to step back from the emotion and consider where the rubber really meets the road.
• It was recently reported that Anthem would be working with Google Cloud to generate 1.5 to 2 petabytes of synthetic data.
• Why does Anthem need to generate 1.5 to 2 petabytes of synthetic data—what problems could that help in solving?

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