Caroline Hyde

Is 2026 the year?

What is your optimism, Alfred, on companies like Snowflake that you've been in for a very long time, on their ability to take on this moment of reckoning in software, on this moment of reckoning in disruption?

Can they rebuild from within?

Can they be the ones that survive what many feel is going to be ultimate disruption?

Well, certainly the CEO comes from an AI startup.

Alfred Lin, partner at Sequoia.

Michael Manipat, CEO of Rowspace.

Joy having you both on.

Thank you very much indeed.

Coming up, all eyes are on Jensen and NVIDIA and its earnings.

More on what investors can expect.

This is Blue Bag Tech.

There are some big earnings to keep on after the closing bell, and it's not just NVIDIA.

Salesforce, Snowflake, we've just been discussing with Brody how the pressure is on these executives to fight the good fight versus AI and disruption.

We've got seen both trading higher ahead of the numbers.

Zoom, though, off by 2%.

Again, AI potentially an area of attack, but how they continue to see growth, we'll see.

We're off by 2%.

Paramount, it's not all about M&A.

It's also about actual real growth that we're seeing in the business and how they can afford to make