Caroline Hyde

Thank you very much indeed.

Shares of UiPath having their best day in two years after the automation software provider reported earnings that showed accelerating growth in the third quarter.

I'm pleased to say founder CEO Daniel Dines joins us for more.

You're like the OG.

You've been doing this for two decades, automating processes.

You're thinking about repetitive administration and the tasks you can take away from a human.

How are you building in AI agents into that?

Let's talk about that resonating, Daniel, because we're hearing more and more that really the barriers are at the moment adoption or a willingness to pay.

How are you seeing clients deal with that?

Yeah, stock reaction.

Now let's get you an analyst reaction, because Bloomberg Intelligence has been out there writing that these meta cost cuts, Ed, along with potential use of Google's TPUs, could actually improve the company's free cash flow by at least $10 to $12 billion.

The person helping pen that is Bloomberg Intelligence tech analyst Manip Singh.

And Manip, we've been worrying.

about free cash flow meta, the AI capex spend.

Is this helping offset that concern a bit?

It's interesting, though, because they've been spending a lot on talent and they've just recommitted to talent when it comes to hardware and design.

And then really poaching a key executive, Alan Dye, over at Apple.

Is that what you want to see?

More leaning in maybe to the virtual reality offerings that we've seen that have been amplified by AI, the Ray-Ban glasses, for example.

It's interesting.