Neil Freiman

It passed.

It's like your shoe rack.

When you order new sneakers, you don't put them on the one with the old sneakers.

You have to get an entire new rack to put the new sneakers on.

They're also, another narrative in Oracle's earnings was around just overall SaaSpocalypse.

Enterprise software has taken a big licking over the past few months.

Oracle is a part of that industry.

And so the executives were asked, what do you see yourself?

Are you going to get disrupted by AI?

And the answer by Oracle executives was pretty funny.

They said, yeah, everyone else is getting disrupted, but not us.

And Larry Ellison, who is the chairman, he said, we are...

quickly adopting AI tools into our systems.

So that's why we think we're a disruptor.

That's why we think this test apocalypse applies to others, but not to us.

I thought it was interesting to hear what Goldenberg said about fashion trends right now because he was talking about the leisure and comfort trend of the pandemic.

And obviously that was a big thing.

And that's athleisure is perhaps on its way down now.

But he still said that people want to dress up at the same time.

They still want to be comfortable.