AI Bears Will Watch the Party Through the Window: Ives

When you start to see people get jittery about the h span, whether it's enough, whether it's too much, whether there's any real return. When you see the results out of salesforce today, as well as some of the other companies this cycle. What does that tell you.Validation moment. I mean, look at MongoDB is another one, right. And you saw with CrowdStrike on the side as well.Look, Ramy, I think what you're starting to see here is the second, third, fourth derivatives. They're now playing out with the AI revol ...