Show notes
Growth comes easy when the product speaks for itself.At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company.Learn more about the Range Rover Sport at: www.landroverusa.comCompanies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFTHost: Mary LongGuests: David Meier, Asit Sharma, John McCoolProducer: Ricky MulveyEngineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices