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

753.428 - 773.317 Friedberg

But I think for cloud, the thing to watch is what they're gonna do next. Google wants to accelerate beyond AWS. They wanna become the leader. And they're gonna look for other sizable transactions that will pass antitrust muster. And so I think you could see them perhaps looking at some public M&A in the same space. And I wouldn't be surprised to see them start to get active in that sense.