Mar. 4 at 7:28 PM
$RBRK Jensen Huang said at his fireside chat with Morgan Stanley today that all software will evolve alongside agentic AI, and that there will be no “dumb” software. That statement made me think of Rubrik, since they specialize in network storage (agentic monitoring). I believe this creates a major tailwind for Rubrik over the coming years, and possibly for the next decade.