$CrowdStrike Holdings, Inc.(CRWD)$ $CRWD is looking like a winner takes all candidate.
The company has one of the strongest moats in the XDR space in cybersecurity, which is enabled by the following 5 dynamics:
1. Lightweight Agent: Easiest deployment & management, attracts customers, generates more data.
2.Unified Data Model: Unrivaled threat landscape view, superior AI model training.
3. Cost-Effective AI Modules: Individually trained on customer data, high operating leverage. The cost of deploying additional modules is marginal.
4. Self-Reinforcing Growth: New modules attract customers, generate data, improve AI and lead to the creation of even better modules.
5. Fixed Cost, Scalable Revenue: More modules per customer, significant profit gains from small increases.
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