Asit Sharma
๐ค SpeakerAppearances Over Time
Podcast Appearances
For the time being, it's concentrated in this idea.
But as the years go on, it's going to become less concentrated.
And also, I think either way, it's still going to be around.
The question is, how much we'll be able to get out of this very huge build-out in AI scale.
Dave, you got just a few seconds.
You got to get fully caffeinated before we roll.
I think I'm with Dave, Tim.
The slight slowdown doesn't concern me.
That's more of the original core of this business, which is zero-trust architecture, slowing down a bit.
But that, as a market, is still growing.
Even if all the AI business hadn't evolved,
Zero Trust would be a wide field to play in, and Zscaler is one of the leaders in providing this architecture.
I do like the AI opportunity.
Those numbers that you cited before represent 80% year-over-year growth.
When you talk about that artificial intelligence annualized recurring revenue,
Zscaler was very early to call out the potential dangers of all of us using so much artificial intelligence.
They were early on the idea of prompt injection, that bad actors could take over prompts.