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Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)

The Drill Down

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How Do You Decide Where to Grow?

The challenge is the data set. You really need to have a very large data set of good and bad things so that you can train the data, understand what's good and what's bad and minimize the false positives. We've got a treasure trove of,. you know, data over the last decade that we've been able to leverage in creating the best outcomes for customers. And then as I said earlier, it's best of breed platform that plugs into a Z scale or octa or something else.

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