Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

685.054 - 706.634 Friedberg

And it's an opportunity for Google to cross sell and to secure more enterprise customers and theoretically cross sell more enterprise revenue by getting folks on a platform that Google could now offer. I would imagine that what Sachs is saying is probably right. I have absolutely no sense of what these individuals and board members at Wiz are thinking, but I think what Sachs is saying is right.