Thesis Behind Cloud Data Infrastructure

The data infrastructure market more broadly is a huge massive market with tons of spend still happening not in the cloud, right? Well, that's, you know, on-prem or elsewhere. The emergence of all these new data stacks, whether it's like the analytic stack or the AI stack or the real-time stack, there's lots of things people want to do with data. Our views were still in the early innings of people actually being able to make sense of their data, right? It's necessary to survive. And if you don't invest in the proper data infrastructure, you're not gonna survive.

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