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Asit Sharma

πŸ‘€ Speaker
642 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
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 Hidden Gems Investing
Better Buy: Zscaler or Workday?

Dave, you got just a few seconds.

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

Quaff it down.

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

You got to get fully caffeinated before we roll.

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

I'm on it.

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

I think I'm with Dave, Tim.

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

The slight slowdown doesn't concern me.

Motley Fool Hidden Gems Investing
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 Hidden Gems Investing
Better Buy: Zscaler or Workday?

But that, as a market, is still growing.

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

Even if all the AI business hadn't evolved,

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

for this company.

Motley Fool Hidden Gems Investing
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 Hidden Gems Investing
Better Buy: Zscaler or Workday?

I do like the AI opportunity.

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

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

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

When you talk about that artificial intelligence annualized recurring revenue,

Motley Fool Hidden Gems Investing
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 Hidden Gems Investing
Better Buy: Zscaler or Workday?

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

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

They were early on the idea that agents, which are the theme of the day, might not always be good actors.

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

They could be taken over by bad actors.

Motley Fool Hidden Gems Investing
Better Buy: Zscaler or Workday?

So, an agent that you're using in your business could get co-opted and