The Impact of Hyperscalers on Operational Technology

You've been in both worlds, you've actually brought one world to the other. What impact do you see coming in terms of this? Well, first and aside, I like the fact that Andrew doesn't use the word hyperscalers and that you referenced it. But as vendors, as investors, the world is clear. It's AWS and Azure. It's Microsoft and Amazon. There is no third place. And beyond that, I don't even know what exists."