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Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting

Yet Another Value Podcast

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Analyzing organic growth transparency and AI potential in a technology company

Exploring the challenges of transparency in organic growth breakout within an acquisitive company and the potential benefits of integrating artificial intelligence. A comparison of investment strategies and GPU investments, alongside revenue returns with other compute providers like CloudFlare, Fastly, and DigitalOcean is discussed.

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