Tim Stenovec

He is Bloomberg Intelligence Global Head of Technology Research here in studio.

Jay, tell us a little about the quarter, and I think we all want to know how AI is impacting your business.

Let's start there.

Or get rid of employees.

Does that mean the hyperscalers, you're getting bigger orders from them?

I'm just curious.

Where are you getting business?

And is it the hyperscalers?

So just to recap, 30 seconds, AI not a threat to your business?

I mean, software.

Not a threat.

Well, we always appreciate getting time with you.

Jay, thank you.

Thank you so much on what was, I know, a busy week.

Jay Chowdhury there, founder, chairman, and CEO of Zscaler.

Have a good weekend, along with, of course, our own Mandeep Singh, Bloomberg Intelligence Global Head of Technology.

On Apple, Spotify, YouTube or wherever you get your podcasts.

We're going to stay, Tim, on the U.S.

economy.

We're going to broaden out as well, especially when it comes to geopolitics and the global economy, something we talked about with our Stu Paul yesterday.