Sundar: We’re moving from infrastructure to the application layer

people at data bricks, they seem to have a pretty nice holiday valuation going up. You've been on the show before talking about just the number of software companies that are private, like about 90% or so are private. These valuations, they just keep surging higher.What does that mean for investors of both the private markets and the public markets. >> Yeah, look, I think it's the number one question that we're all grappling with, whether it's public or private, are the valuations that we're seeing within t ...