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Asit Sharma

๐Ÿ‘ค Speaker
545 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Money
Rule-Breaking Stocks for Your Holiday Shopping List

For the time being, it's concentrated in this idea.

Motley Fool Money
Rule-Breaking Stocks for Your Holiday Shopping List

But as the years go on, it's going to become less concentrated.

Motley Fool Money
Rule-Breaking Stocks for Your Holiday Shopping List

And also, I think either way, it's still going to be around.

Motley Fool Money
Rule-Breaking Stocks for Your Holiday Shopping List

The question is, how much we'll be able to get out of this very huge build-out in AI scale.

Motley Fool Money
Better Buy: Zscaler or Workday?

Dave, you got just a few seconds.

Motley Fool Money
Better Buy: Zscaler or Workday?

Quaff it down.

Motley Fool Money
Better Buy: Zscaler or Workday?

You got to get fully caffeinated before we roll.

Motley Fool Money
Better Buy: Zscaler or Workday?

I'm on it.

Motley Fool Money
Better Buy: Zscaler or Workday?

I think I'm with Dave, Tim.

Motley Fool Money
Better Buy: Zscaler or Workday?

The slight slowdown doesn't concern me.

Motley Fool Money
Better Buy: Zscaler or Workday?

That's more of the original core of this business, which is zero-trust architecture, slowing down a bit.

Motley Fool Money
Better Buy: Zscaler or Workday?

But that, as a market, is still growing.

Motley Fool Money
Better Buy: Zscaler or Workday?

Even if all the AI business hadn't evolved,

Motley Fool Money
Better Buy: Zscaler or Workday?

for this company.

Motley Fool Money
Better Buy: Zscaler or Workday?

Zero Trust would be a wide field to play in, and Zscaler is one of the leaders in providing this architecture.

Motley Fool Money
Better Buy: Zscaler or Workday?

I do like the AI opportunity.

Motley Fool Money
Better Buy: Zscaler or Workday?

Those numbers that you cited before represent 80% year-over-year growth.

Motley Fool Money
Better Buy: Zscaler or Workday?

When you talk about that artificial intelligence annualized recurring revenue,

Motley Fool Money
Better Buy: Zscaler or Workday?

Zscaler was very early to call out the potential dangers of all of us using so much artificial intelligence.

Motley Fool Money
Better Buy: Zscaler or Workday?

They were early on the idea of prompt injection, that bad actors could take over prompts.