Asit Sharma

speaker

746 appearances 7 recordings 1 series first heard Nov 2025 last heard 27 Jan

Asit Sharma’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.

newest first · ▶ plays the moment

That may be spread between three or four companies.

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.

Motley Fool Hidden Gems Investing · Better Buy: Zscaler or Workday? · 1 Dec 2025 podcast

Dave, you got just a few seconds.

Quaff it down.

You got to get fully caffeinated before we roll.

I'm on it.

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,

for this company.

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.

Showing 441–460 of 746 · page 23 of 38