Tim Beyers

Dave, starting with you again here, what do you make of where Workday is here?

Big cloud-based enterprise resource planning company.

Yeah, that's fair.

These are the guys that founded and sold PeopleSoft.

Thankfully, they called their new cloud version of what is effectively PeopleSoft Workday and not something like Cloud People, because that would be terrible.

Workday is a better name.

Cloud people would make a great kids series, but I don't think it's a good name for an enterprise software company.

But where do you land on this, Asit?

They did say that most of the big tech companies really didn't say anything about impacts from the government shutdown.

Workday did.

Workday did, because they have a lot of big government contracts.

Anything there on the headwinds they faced from the government shutdown?

Anything give you pause here?

You led us there.

It's prediction time.

We're talking 10 years now.

Over the next 10 years, which of these is the better outperformer?

Give me a range of annualized returns that you think this company could give you.

Two things.

Which is the better outperformer?