Sundar: We’re moving from infrastructure to the application layer

Transcript

FOR MUCH MORE ON THIS LET'S BRING IN SATARA. SUNDAR, HEAD OF INVESTMENT STRATEGY AT JP MORGAN PRIVATE BANK. GOOD MORNING. THANKS FOR BEING HERE. >> OF COURSE. HAPPY TO BE HERE. >> HOPE YOU HAD A GREAT HOLIDAY PEOPLE. DATABRICKS. THEY SEEM TO HAVE A PRETTY NICE HOLIDAY VALUATION GOING UP. YOU'VE BEEN ON THE SHOW BEFORE TALKING ABOUT JUST THE NUMBER ... Read More