稍后，我们将看到像Zscaler这样的公司公布财报，这不仅涉及AI建设，还涉及保持所有这些网络安全的安保措施。
And then later on, we'll see names like Zscaler reporting, which tie not only the AI buildout, but the security associated with keeping all these networks secure.
让我们也谈谈Zscaler。他们的增长前景只有大约16%到17%，我记得当他们给出这个指引时，有很多人质疑这是否是保守的指引，或者其中是否有令人担忧的地方。
And let's talk about Zscaler, too. I mean, their growth outlook was only about 16% to 17%, and I remember when they gave that guidance, there were many flags about whether or not that was conservative guidance or whether there was something concerning in there.
你是认为这只是管理层为了格外谨慎而给出的保守指引，还是可能确实存在需要更认真对待的放缓？我认为这是保守的指引。你知道，Jay在经营公司时带有工程思维。我认为他是保守的。
Are you looking at this as just conservative guidance from management to be extra careful, or is there perhaps a slowdown that needs to be more taken more seriously? I think it's conservative guidance. You know, Jay's a very, you know, brings an engineering mindset to the way he runs his companies. I think he's being conservative.