Asit Sharma

Take your data and give it to someone else.

By investing in these and being early in these themes, they're reaping the benefits of that.

I think Jay Chaudhry, the CEO of Zscaler, is someone with a lot of foresight.

I tend to index more on his and the management team's capabilities.

their ability to stay ahead of the game, then I do some temporary slowdowns in the numbers.

I wish they would be a little bit more profitable, Tim, but they're not too far away from gap profits if they would optimize the business just a bit more and maybe watch that stock-based compensation expense.

I like Cloud People.

A little bit of pause, because near-term, the acceleration in the business isn't enough to compensate for any one portion that underperforms, such as this government business.

We have to look at what this business does to really understand the AI piece.

This business

It provides companies with human capital management, so think HR, payroll services, and also ERP, enterprise resource planning software.

Software to run your entire business, all the finance workflows, etc.

It's very good at what it does.

This is a company that generates really nice free cash flow.

I like it, Tim.

It's a slow-growth company in this day and age.

It's a little mature.

But on the other hand, the agents part of the business is sort of interesting.

If you're a current customer of Workday, you're going to get offered all these different agents to automate workflows.

If you've got a payroll module, the agents will help you automate part of that payroll.