In this theCUBE + NYSE Wired: Mixture of Experts segment from the New York Stock Exchange, theCUBE’s John Furrier sits down with Raj Verma, CEO of SingleStore, to unpack how the intersection of technology and finance is shaping enterprise strategy. Verma shares why SingleStore is “on course” for the public markets, reflects on brand-building through the company’s partnership with golf Hall of Famer Padraig Harrington and connects that ethos to how SingleStore helps organizations fix struggling data “swings.” The discussion zeroes in on what’s next as Wall Street watches the AI infrastructure buildout: after chips and systems, the software and data layers set the pace for value creation.
Verma outlines why enterprises must modernize “brown” data estates into “green” ones to safely bring corporate context, governance and compliance into LLM workflows via RAG – and why commoditized data-at-rest puts the advantage at the query layer that unifies data in motion with data at rest. He predicts agentic AI will gain reasoning capabilities in roughly 18 months, cites industry indicators like Google reporting ~25% of its software now built by AI and argues that high switching costs will give way to disruption as buyers reassess legacy vendors. The conversation closes with concrete momentum: ~33% YoY growth, ARR in the ~$135M range, gross dollar retention ~98%, cloud NDR ~130, ~50% of business now in the cloud, landing ~3 new customers per day, a path to cash-flow breakeven in the next two quarters and a teaser for AI-related announcements in the next two months. Listeners will find notable stats, real-world use cases and forward-looking views on how databases power reliable AI at enterprise scale.
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Marco Palladino, Kong
In this theCUBE + NYSE Wired: Mixture of Experts segment from the New York Stock Exchange, theCUBE’s John Furrier sits down with Raj Verma, CEO of SingleStore, to unpack how the intersection of technology and finance is shaping enterprise strategy. Verma shares why SingleStore is “on course” for the public markets, reflects on brand-building through the company’s partnership with golf Hall of Famer Padraig Harrington and connects that ethos to how SingleStore helps organizations fix struggling data “swings.” The discussion zeroes in on what’s next as Wall Street watches the AI infrastructure buildout: after chips and systems, the software and data layers set the pace for value creation.
Verma outlines why enterprises must modernize “brown” data estates into “green” ones to safely bring corporate context, governance and compliance into LLM workflows via RAG – and why commoditized data-at-rest puts the advantage at the query layer that unifies data in motion with data at rest. He predicts agentic AI will gain reasoning capabilities in roughly 18 months, cites industry indicators like Google reporting ~25% of its software now built by AI and argues that high switching costs will give way to disruption as buyers reassess legacy vendors. The conversation closes with concrete momentum: ~33% YoY growth, ARR in the ~$135M range, gross dollar retention ~98%, cloud NDR ~130, ~50% of business now in the cloud, landing ~3 new customers per day, a path to cash-flow breakeven in the next two quarters and a teaser for AI-related announcements in the next two months. Listeners will find notable stats, real-world use cases and forward-looking views on how databases power reliable AI at enterprise scale.
>> Hello, I'm John Furrier, host of theCUBE here at our NYSE studio. It's part of our NYSE Wired program. Of course, theCUBE coverage at our Palo Alto Studio and here in New York, connecting Wall Street and Silicon Valley. Got a CUBE alumni back here as part of our mixture of experts and tech coverage, Marco Palladino, CTO and co-founder of Kong. Marco, great to see you. You had a big event, theCUBE covered it. You guys, you're in the gateway business again, staying in that API gateway, got MCP server, got a lot of great announcements. Great to see you. Thanks for coming in remotely. You're in San Francisco, I'm in New York. Normally it was the other way around. So great to see you.
Marco Palladino
>> No, thanks for being here, John. It's always a pleasure.
John Furrier
>> All right, so let's get into it. Obviously everyone knows in theCUBE audience, we've been covering Kong for a long time. API gateways, this is an area you guys are very strong in, leading. MCP has been the hottest areas, one of the highlights of the show. Give us a quick overview of what happened last week at the summit. You guys had some big announcements. I love the MCP one. Give us a quick overview. Hit the news real quick.
Marco Palladino
>> Last week we had our yearly API summit with customers and practitioners from all over the world. It was actually quite amazing, lots of energy and we did make lots of product announcements. I believe that if I were to choose one, perhaps the AI Gateway, the new version of the AI Gateway with MCP gateway support, it's one of the biggest announcements that we made. As you know, MCP is the new REST but for the AI world. And so our AI Gateway to infrastructure product now supports MCP as a first class citizen in order to be able to power all the new agentic workflows that organizations are building these days.
John Furrier
>> Last time we chatted we kind of riffed a little bit on MCP, we commented about how early it was, it was a really organic innovation from the community, de facto adoption, pretty much. What's the relevance of the first party citizen status of how you guys rolled that out? Take us through the thought process and some of the key considerations and what's the result.
Marco Palladino
>> Look, as organizations are building agents to either transform their internal business processes or to create new customer experiences in their products, they need to build agents that are autonomous, that have intelligence. And so typically that involves two things. Either we need to choose the models, the LLMs that we want to use to provide that intelligence, and then we need to connect our agents with an ecosystem of data, of services that is able to create capabilities for that agents in the first place. So you need the LLM and you need those integrations. The integrations these days are built using MCP. MCP is a new protocol that allows to effectively connect our AI agents with any data, system or service that the organization is running internally to give capabilities to that agents. Because think about it, we could have the smartest agent in the world and yet without an ecosystem of integrations that that agent can use, the agent is going to be smart but not very capable. So building those capabilities is as important as choosing the right model for the right intelligence. And MCP has emerged as that de facto standard, like you said, the USBC that allows us to connect in a standard way our agents with our APIs in a real time way, in a streamlined way. And so for us to be able to support MCP as a first class citizen inside of the AI Gateway, it means that we can now harness and leverage the AI Gateway capabilities to provide governance on top of MCP security, on top of MCP, the ability to observe all of the MCP traffic and the ability, most importantly, to auto-generate MCP servers from any RESTful API, the time to market to bring an agent to market that is capable and intelligent. It is also determined by how quickly we can integrate our agent with that ecosystem of integrations. And so if we can auto-generate those MCP servers out of the box with just some simple configuration with no coding, no R&D resources needed for doing that, then we can of course accelerate the agentic roadmap of pretty much every organization in the world.
John Furrier
>> Yeah, I was watching some of the coverage. Paul Neswade from our CUBE research team was there. And a couple of notes I want to get your perspective on. One was AI connectivity was talked about, you mentioned ecosystem, you got to connect to other agents, autonomous agents was a discussion. So I have to ask you, what's the sentiment at the event and also with your customers around the adoption of agentic? Has it been waiting for this moment? And you can't help think about the security implications of agents when you start thinking about the surface area because now, I mean agents are agents, they're out there making decisions. What better way to get root access to an agent? These are kind of questions. What's your view on this AI connectivity, you mentioned ecosystem, I'll say the adoption and the role agents being secure?
Marco Palladino
>> Well, so the API Summit featured lots of presenters and customers of Kong that were talking to the audience about all of their AI initiatives. So I would say that half of the audience is very advanced when it comes to the AI, the other half is still trying to figure it out. And figuring it out usually means understanding how to securely, to your point, expose our data to the agents, how to monitor and secure all of those agentic workflows that we're building. And we don't want our developers to build infrastructure, we want them to use AI infrastructure. Which is why Kong is developing infrastructure products that allows organizations to accelerate the rollout of production ready agents by effectively removing away all the security concerns and all the connectivity concerns from the bucket of responsibilities that developers have to implement and allow them to focus instead on what is that the agents should be doing while all of the infrastructure ships out of the box using our AI Gateway. So that was a phenomenal API Summit because we could see the intersection of customers and organizations that are much further ahead in their agentic roadmap. They have solved some of these problems and we've seen all the other ones that are trying to figure it out. MIT says that that 95% of AI implementations is currently failing in the world, and that is a huge number. But what's more interesting about that number is the 5% that do it, right? And so at the API Summit we brought our customers, we brought organizations that have done it right and they were able to tell the audience how they were able to succeed in this new agentic world. Security is paramount. You cannot go live with an agent without security. There's a huge risk of customer data leaks, a huge risk of not having the right level of governance to ensure compliance in all of these new autonomous workflows that agents are doing. Therefore, having the right infrastructure in place is absolutely task 1.1A. There is no chance anybody can think of agents without thinking of that. But once you think of that, and once you provide your infrastructure to the agents that you're building, then you want to ensure that the agents can harness a healthy ecosystem of integrations. And so we're looking at organizations that have been more forward-thinking into organizing their APIs, into having a catalog of APIs, being able to more quickly build agents because they know what every API does and what every API is. And the other organizations that instead still are running in a siloed way, so APIs are spread across the organization, nobody really knows where they are. Those organizations are finding a much harder time to create capable agents because they don't know what the agents can do in the first place because everything is so scattered around the organization. And so it was a nice event where we were able to address the agentic topic both from a practitioner operational standpoint as well as from a strategic executive standpoint. And I think that everybody in the audience was able to take away lots of lessons on how to end up in the 5% that does it right, not the 95% that does it wrong.
John Furrier
>> Yeah, you guys have a lot of customers. We've talked in the past. That whole study, I debunked it. I mean, I didn't really like the study because Thomas Edison had an expression, "I failed 10,000 experiments before I discovered electricity." So failure is part of the experimentation, which has been the phase of AI and agents. So you mentioned that 5%. Is there a pattern that you see for the folks that have been successful using AI and leveraging this wave one of agents? Again, you have a lot of customers, you guys are the API economy, Kong's installed base is legendary, well-documented. What are they telling you? What's the success pattern? Is there a playbook? Every customer can be a snowflake, I get that sometimes. But is there a pattern to success?
Marco Palladino
>> It is all about enabling innovation and creativity to run through the organization in a secure and safe manner. You see, many organizations have started AI native teams that were specialized in playing around with AI, building agents, find a use case for AI. And these teams, for the most part have been quite autonomous. They have been almost kept separate from the rest of the platform teams and the engineering teams. As we identify the first use cases, we now want to bring back that opportunity to the rest of the organization because we want all the developers in the organization to start thinking AI, to start breathing AI, to start dreaming AI, and start dreaming on how we can revolutionize some of the things that we're doing in the organization today by harnessing AI. For that to happen, we need to start opening up the AI opportunity to a broader population of developers in the organization. And by definition of that, we need to ensure that we have the right infrastructure in place, such as we have more people building AI agents, as we have more AI agents accessing our data, we know that we have the solid foundation where we can run all these new agentic traffic. That means ensuring the connectivity between the agents and our APIs, using MCP, but also using REST. It means ensuring guardrails for both the AI prompts as well as security for the MCP servers that we create. It means have full observability across the board on everything that the agents are doing, whether it's an LLM request or an MCP request. It means having the infrastructure in place such as more and more developers in the organization can focus on the use case, can focus on how to make the organization better, how to make the customer experience better and not focus as much on the cross-cutting requirements that the platform teams can put in place for them. So I think that the next stage for most organization in the maturity journey of adopting AI agents, it is how to scale that opportunity across the organization. And there is no scaling without infrastructure, which is why Kong is here to help them putting modern AI infrastructure in place to be able to harness that opportunity. And look, if they don't do it, somebody else is going to do it and somebody else is going to take advantage of the increased productivity and the increased retention rates and the increased engagements that these new AI experiences are doing in their respective products. So it's really, feels almost like a zero-sum game. The ones that are able to harness AI are going to be exponentially accelerating their roadmaps, exponentially accelerating their efforts, and the ones that don't are going to be staying behind. Look, as the businesses moved from the yellow pages to the websites, from the websites to mobile, from mobile to the AI world, we can't miss these opportunity and every organization understands that. So the question is how do we scale AI and how do we scale securely in a much quicker and faster way? And the answer to that, it is infrastructure in order to enable developers to be successful.
John Furrier
>> That's awesome. Folks. Watching check out all the releases and all the technology, a lot of product news to check out and details from the Kong's API Summit. Marco, great to have you on. While I got you here I want to pick your CTO brain, you mentioned infrastructure, to wrap up the segment. If you take this to the next level, you got physical AI coming behind agentic and the edge devices are going to get smaller, faster, cheaper, and they have to be smarter, right? So if you're in retail, I'm going to need to have computer vision, I'm going to have models and AI agents helping edge models be smaller, faster, smarter. What's your vision as the edge... Because there's a lot of hardware and software innovation going on at the edge that'll open up the event-driven architecture that you guys have, it'll probably open up a lot more intelligence for some of those needle-moving use cases. As CTO, what has to happen at the edge-edge? Not just the access point. We're talking about devices. We're talking about my eyeglasses. I'm going to have my Ray-Bans on, I'm going to look at a product, or I'm in manufacturing or I'm in healthcare. You're going to see a lot more digital integration. Just what's your vision on the edge? What has to happen? What do you see as cool and relevant?
Marco Palladino
>> Look, as a CTO, as a technologist in this industry, I have never been so excited about what's about to happen in our world. I mean, this is bigger in my view than the creation of the internet. Everything, every interaction and robotics with AI, I mean, you said it, the combination of these two is going to fundamentally transform entire industries. And we are at a place in time, it's a singularity in time where we as the builders, the technologists of this new world can now establish the right tooling, the right protocols, the right standards and the right technologies to get this world to actually happen. So it is an exciting moment to be alive. It's an exciting moment to be a builder in this new AI world. And look, AI is going to permeate everything. It starts from software, it starts from developer productivity, but it's absolutely going to permeate everything including hardware and robotics and entire industry things of the construction industry, the retail industry. It's all going to change as a result of that. Like in every previous technology cycle, this is going to be one of those places in time where either organizations do it right or they'll miss the train. So the amount of investment and excitement in AI truly reflects the massive opportunity we have ahead of us when it comes to transforming everything in our world.
John Furrier
>> Marco, great to have you on. Love that vision. Again, we're covering like a blanket, with these new devices coming out. And again, identity, of the things you guys do, identity, event-driven architectures, of course, MCP and gateways to connect in and share agents talking to agents. It's the future. It's obvious. Thanks for spending the time. And hey, congratulations on a great event, theCUBE coverage was phenomenal, and again, you guys have a chock full of new stuff and stuff to go through. Thanks for coming on.
Marco Palladino
>> Thank you for the opportunity.
John Furrier
>> Okay. I'm John Furrier with theCUBE. We're here at NYSE Studios talking to the leaders who are making it happen. It's an infrastructure game opening in the agent wave, ultimately connecting the world, which is physical AI, with all kinds of new capabilities. As Marco said, it's an exciting time to be here, and we're super excited too and doing our part to bring the stories to you. Thanks for watching.
>> Hello, I'm John Furrier, host of theCUBE here at our NYSE studio. It's part of our NYSE Wired program. Of course, theCUBE coverage at our Palo Alto Studio and here in New York, connecting Wall Street and Silicon Valley. Got a CUBE alumni back here as part of our mixture of experts and tech coverage, Marco Palladino, CTO and co-founder of Kong. Marco, great to see you. You had a big event, theCUBE covered it. You guys, you're in the gateway business again, staying in that API gateway, got MCP server, got a lot of great announcements. Great to see you. Thanks for coming in remotely. You're in San Francisco, I'm in New York. Normally it was the other way around. So great to see you.
Marco Palladino
>> No, thanks for being here, John. It's always a pleasure.
John Furrier
>> All right, so let's get into it. Obviously everyone knows in theCUBE audience, we've been covering Kong for a long time. API gateways, this is an area you guys are very strong in, leading. MCP has been the hottest areas, one of the highlights of the show. Give us a quick overview of what happened last week at the summit. You guys had some big announcements. I love the MCP one. Give us a quick overview. Hit the news real quick.
Marco Palladino
>> Last week we had our yearly API summit with customers and practitioners from all over the world. It was actually quite amazing, lots of energy and we did make lots of product announcements. I believe that if I were to choose one, perhaps the AI Gateway, the new version of the AI Gateway with MCP gateway support, it's one of the biggest announcements that we made. As you know, MCP is the new REST but for the AI world. And so our AI Gateway to infrastructure product now supports MCP as a first class citizen in order to be able to power all the new agentic workflows that organizations are building these days.
John Furrier
>> Last time we chatted we kind of riffed a little bit on MCP, we commented about how early it was, it was a really organic innovation from the community, de facto adoption, pretty much. What's the relevance of the first party citizen status of how you guys rolled that out? Take us through the thought process and some of the key considerations and what's the result.
Marco Palladino
>> Look, as organizations are building agents to either transform their internal business processes or to create new customer experiences in their products, they need to build agents that are autonomous, that have intelligence. And so typically that involves two things. Either we need to choose the models, the LLMs that we want to use to provide that intelligence, and then we need to connect our agents with an ecosystem of data, of services that is able to create capabilities for that agents in the first place. So you need the LLM and you need those integrations. The integrations these days are built using MCP. MCP is a new protocol that allows to effectively connect our AI agents with any data, system or service that the organization is running internally to give capabilities to that agents. Because think about it, we could have the smartest agent in the world and yet without an ecosystem of integrations that that agent can use, the agent is going to be smart but not very capable. So building those capabilities is as important as choosing the right model for the right intelligence. And MCP has emerged as that de facto standard, like you said, the USBC that allows us to connect in a standard way our agents with our APIs in a real time way, in a streamlined way. And so for us to be able to support MCP as a first class citizen inside of the AI Gateway, it means that we can now harness and leverage the AI Gateway capabilities to provide governance on top of MCP security, on top of MCP, the ability to observe all of the MCP traffic and the ability, most importantly, to auto-generate MCP servers from any RESTful API, the time to market to bring an agent to market that is capable and intelligent. It is also determined by how quickly we can integrate our agent with that ecosystem of integrations. And so if we can auto-generate those MCP servers out of the box with just some simple configuration with no coding, no R&D resources needed for doing that, then we can of course accelerate the agentic roadmap of pretty much every organization in the world.
John Furrier
>> Yeah, I was watching some of the coverage. Paul Neswade from our CUBE research team was there. And a couple of notes I want to get your perspective on. One was AI connectivity was talked about, you mentioned ecosystem, you got to connect to other agents, autonomous agents was a discussion. So I have to ask you, what's the sentiment at the event and also with your customers around the adoption of agentic? Has it been waiting for this moment? And you can't help think about the security implications of agents when you start thinking about the surface area because now, I mean agents are agents, they're out there making decisions. What better way to get root access to an agent? These are kind of questions. What's your view on this AI connectivity, you mentioned ecosystem, I'll say the adoption and the role agents being secure?
Marco Palladino
>> Well, so the API Summit featured lots of presenters and customers of Kong that were talking to the audience about all of their AI initiatives. So I would say that half of the audience is very advanced when it comes to the AI, the other half is still trying to figure it out. And figuring it out usually means understanding how to securely, to your point, expose our data to the agents, how to monitor and secure all of those agentic workflows that we're building. And we don't want our developers to build infrastructure, we want them to use AI infrastructure. Which is why Kong is developing infrastructure products that allows organizations to accelerate the rollout of production ready agents by effectively removing away all the security concerns and all the connectivity concerns from the bucket of responsibilities that developers have to implement and allow them to focus instead on what is that the agents should be doing while all of the infrastructure ships out of the box using our AI Gateway. So that was a phenomenal API Summit because we could see the intersection of customers and organizations that are much further ahead in their agentic roadmap. They have solved some of these problems and we've seen all the other ones that are trying to figure it out. MIT says that that 95% of AI implementations is currently failing in the world, and that is a huge number. But what's more interesting about that number is the 5% that do it, right? And so at the API Summit we brought our customers, we brought organizations that have done it right and they were able to tell the audience how they were able to succeed in this new agentic world. Security is paramount. You cannot go live with an agent without security. There's a huge risk of customer data leaks, a huge risk of not having the right level of governance to ensure compliance in all of these new autonomous workflows that agents are doing. Therefore, having the right infrastructure in place is absolutely task 1.1A. There is no chance anybody can think of agents without thinking of that. But once you think of that, and once you provide your infrastructure to the agents that you're building, then you want to ensure that the agents can harness a healthy ecosystem of integrations. And so we're looking at organizations that have been more forward-thinking into organizing their APIs, into having a catalog of APIs, being able to more quickly build agents because they know what every API does and what every API is. And the other organizations that instead still are running in a siloed way, so APIs are spread across the organization, nobody really knows where they are. Those organizations are finding a much harder time to create capable agents because they don't know what the agents can do in the first place because everything is so scattered around the organization. And so it was a nice event where we were able to address the agentic topic both from a practitioner operational standpoint as well as from a strategic executive standpoint. And I think that everybody in the audience was able to take away lots of lessons on how to end up in the 5% that does it right, not the 95% that does it wrong.
John Furrier
>> Yeah, you guys have a lot of customers. We've talked in the past. That whole study, I debunked it. I mean, I didn't really like the study because Thomas Edison had an expression, "I failed 10,000 experiments before I discovered electricity." So failure is part of the experimentation, which has been the phase of AI and agents. So you mentioned that 5%. Is there a pattern that you see for the folks that have been successful using AI and leveraging this wave one of agents? Again, you have a lot of customers, you guys are the API economy, Kong's installed base is legendary, well-documented. What are they telling you? What's the success pattern? Is there a playbook? Every customer can be a snowflake, I get that sometimes. But is there a pattern to success?
Marco Palladino
>> It is all about enabling innovation and creativity to run through the organization in a secure and safe manner. You see, many organizations have started AI native teams that were specialized in playing around with AI, building agents, find a use case for AI. And these teams, for the most part have been quite autonomous. They have been almost kept separate from the rest of the platform teams and the engineering teams. As we identify the first use cases, we now want to bring back that opportunity to the rest of the organization because we want all the developers in the organization to start thinking AI, to start breathing AI, to start dreaming AI, and start dreaming on how we can revolutionize some of the things that we're doing in the organization today by harnessing AI. For that to happen, we need to start opening up the AI opportunity to a broader population of developers in the organization. And by definition of that, we need to ensure that we have the right infrastructure in place, such as we have more people building AI agents, as we have more AI agents accessing our data, we know that we have the solid foundation where we can run all these new agentic traffic. That means ensuring the connectivity between the agents and our APIs, using MCP, but also using REST. It means ensuring guardrails for both the AI prompts as well as security for the MCP servers that we create. It means have full observability across the board on everything that the agents are doing, whether it's an LLM request or an MCP request. It means having the infrastructure in place such as more and more developers in the organization can focus on the use case, can focus on how to make the organization better, how to make the customer experience better and not focus as much on the cross-cutting requirements that the platform teams can put in place for them. So I think that the next stage for most organization in the maturity journey of adopting AI agents, it is how to scale that opportunity across the organization. And there is no scaling without infrastructure, which is why Kong is here to help them putting modern AI infrastructure in place to be able to harness that opportunity. And look, if they don't do it, somebody else is going to do it and somebody else is going to take advantage of the increased productivity and the increased retention rates and the increased engagements that these new AI experiences are doing in their respective products. So it's really, feels almost like a zero-sum game. The ones that are able to harness AI are going to be exponentially accelerating their roadmaps, exponentially accelerating their efforts, and the ones that don't are going to be staying behind. Look, as the businesses moved from the yellow pages to the websites, from the websites to mobile, from mobile to the AI world, we can't miss these opportunity and every organization understands that. So the question is how do we scale AI and how do we scale securely in a much quicker and faster way? And the answer to that, it is infrastructure in order to enable developers to be successful.
John Furrier
>> That's awesome. Folks. Watching check out all the releases and all the technology, a lot of product news to check out and details from the Kong's API Summit. Marco, great to have you on. While I got you here I want to pick your CTO brain, you mentioned infrastructure, to wrap up the segment. If you take this to the next level, you got physical AI coming behind agentic and the edge devices are going to get smaller, faster, cheaper, and they have to be smarter, right? So if you're in retail, I'm going to need to have computer vision, I'm going to have models and AI agents helping edge models be smaller, faster, smarter. What's your vision as the edge... Because there's a lot of hardware and software innovation going on at the edge that'll open up the event-driven architecture that you guys have, it'll probably open up a lot more intelligence for some of those needle-moving use cases. As CTO, what has to happen at the edge-edge? Not just the access point. We're talking about devices. We're talking about my eyeglasses. I'm going to have my Ray-Bans on, I'm going to look at a product, or I'm in manufacturing or I'm in healthcare. You're going to see a lot more digital integration. Just what's your vision on the edge? What has to happen? What do you see as cool and relevant?
Marco Palladino
>> Look, as a CTO, as a technologist in this industry, I have never been so excited about what's about to happen in our world. I mean, this is bigger in my view than the creation of the internet. Everything, every interaction and robotics with AI, I mean, you said it, the combination of these two is going to fundamentally transform entire industries. And we are at a place in time, it's a singularity in time where we as the builders, the technologists of this new world can now establish the right tooling, the right protocols, the right standards and the right technologies to get this world to actually happen. So it is an exciting moment to be alive. It's an exciting moment to be a builder in this new AI world. And look, AI is going to permeate everything. It starts from software, it starts from developer productivity, but it's absolutely going to permeate everything including hardware and robotics and entire industry things of the construction industry, the retail industry. It's all going to change as a result of that. Like in every previous technology cycle, this is going to be one of those places in time where either organizations do it right or they'll miss the train. So the amount of investment and excitement in AI truly reflects the massive opportunity we have ahead of us when it comes to transforming everything in our world.
John Furrier
>> Marco, great to have you on. Love that vision. Again, we're covering like a blanket, with these new devices coming out. And again, identity, of the things you guys do, identity, event-driven architectures, of course, MCP and gateways to connect in and share agents talking to agents. It's the future. It's obvious. Thanks for spending the time. And hey, congratulations on a great event, theCUBE coverage was phenomenal, and again, you guys have a chock full of new stuff and stuff to go through. Thanks for coming on.
Marco Palladino
>> Thank you for the opportunity.
John Furrier
>> Okay. I'm John Furrier with theCUBE. We're here at NYSE Studios talking to the leaders who are making it happen. It's an infrastructure game opening in the agent wave, ultimately connecting the world, which is physical AI, with all kinds of new capabilities. As Marco said, it's an exciting time to be here, and we're super excited too and doing our part to bring the stories to you. Thanks for watching.
John Furrier