Mandeep Singh

global use of our technologies, so it's a balancing act.

I said I admire him for sticking to principles, his principles, and I admire anybody who sticks to principles, but I think he had the wrong principles.

He should not be the one deciding what technology the Department of War should use in the battlefield or anywhere else.

I think he can mandate things like no illegal uses, like mass surveillance and others.

That's a reasonable position to take.

To understand what the Department of War can or cannot do with the technology should require all the knowledge that the Department of War has and their knowledge of what President Xi would do in Taiwan or what President Putin would do.

I don't think Dario is in a position to do that or judge that.

And I think so the principle of sticking to principles is great.

He just happened to have the wrong principles.

And it's reasonable for him to explain what the technology is capable of and not capable of, the capabilities which he's qualified to do.

Qualified to then judge how that technology is used, that's just being arrogant.

It's bigger than Amazon.

It's bigger than Amazon in rural areas.

But but rural America's spending is also very fragmented.

Jay, I think the street obviously didn't like the Billings number in your print, and that was seen as moderating.

Was that attributed primarily because of seed growth slowing down, and we keep hearing layoffs like the one that Square announced yesterday, or was there anything more to the Billings number last night?

Maybe, Jay, I want to go to a different topic around sovereigns, because we've been hearing more and more that every sovereign wants to build their own AI.

How does that impact a company like yours that operates globally, given sovereigns are more keen to deploy this on-prem?

Does that impact a cloud security company like yours?

Yeah.