Caroline Hyde

And they talk up at AWS how well they're doing to help engineers get through backlog,

How are you going to discern, Alex, which company is better at that?

And therefore, which will be adopted in the enterprise?

Well, look, I think all three hyperscalers have a role to play.

I think the one element about autonomous agents, particularly ones that have to handle sensitive, oftentimes customer-privileged information, is security.

And we think one of the key differentiators for Microsoft is their security portfolio, their security stack, their security graph, as well as all of the investments that they've made in other parts of the data platform has stayed over time.

So we think that is a

critical piece of the puzzle that will help them gain share of this developing market that we're just kind of starting to discover the use cases around.

Alex Zukin, of Wolf Research, great to have you on the show in advance of Microsoft.

Now coming up, Wabi CEO Raquel Erdison joins us to talk about the self-driving startups, latest funding, and a push into robo-taxis.

That's next.

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