Why want to become bigger. What are the opportunities to lean in as a resolve+commerce. com business.Well, so I think first of all, you gotta frame it within the context of our growth. So we're seeing fantastic growth in our business, you know, extraordinary momentum. We went from nothing to 232,000,000 of contracted annual revenue in one year. We did 60,000,000 in the first quarter in revenue versus the whole year last year, 46,000,000.So we're growing at an incredible rate. And in this space, when you hav ...

Joining us at our opening exchange is Dan Niles, the founder and portfolio manager at Niles Investment Management. Dan, come on. The earnings alone, this is not Pets.com when everything, you know, had a couple dollars of cash flow and was tripling overnight. Do you really see the similarities between the behavior of these stocks now and then. >> Absolutely.But it doesn't mean this can't continue. And that's the analogy I'd like to to make because if you go back to the internet buildout. So you had the Netsc ...

So it seems like there's a few different plays here, right. Obviously the the capex and semiboom is one area to play in, but if we do get, you know, some relief in the straight, does that lead you to buy Europe or Asia or travel names instead. >> Well, I think certainly the breakthrough potentially that we're hoping for to have in the Middle East should lift consumer sentiment, should lift consumer discretionary.you were just talking about some of the impacts that the war had on parts of the consumer discre ...

Hi. So when an AI system takes a decision that ruins your life, whom do you sue. In one jurisdiction, the law enforcement agencies actually implemented a facial recognition system using artificial intelligence.According to that facial recognition system, somebody was guilty of having committed some crime. So consequently, the police arrested the said person only to later find out that this person had not done anything illegal in his life, but it was a glitch in the facial recognition AI system. Now if this ...

Let's get out to John Ford. He is in Las Vegas. The both shares are fractionally lower, John.But with more on what sounds like a very big announcement. >> It's Oh, for sure. Kelly, uh, thank you.I am here with Bill McDerman and Jensen Wong. Hey guys, we're on, we're live. >> Um, Bill, thanks for having me once again here at Knowledge.Jensen, always great to see you. Bill, I want to start with just the market temperature. I'm looking at this and Service Now is being priced like Microsoft on earnings, like Or ...