and, in fact, i don't think there's any single thing that i'm the best in the world at. if i go -- if i'm being really honest with myself, there -- i can always find -- i know people who are better than me at math, i know, you know, people who are better than me at dancing. that's for sure. honest with my self, i know people better than me at math and people better than me at dancing, that is for sure. so, literally, i go right down the line and i could always find someone better. and yet that doesn't take -- if meaning -- if you only get meaning because you're the best in the world at something, very few of us will have meaning in our lives. there is not a lot of meaning. your meaning is coming from your relationships, you know, uplifting people. so, if you think about it and the uplifting could be very local. if you're just uplifting your brother and sister and your kids and your friends and the people

in your community. you're going to get meaning from that. >> do you think technology has made that better or worse. we were talking to prince harry, are you on social media? >> i am on social media sometimes. >> and you say sometimes? >> i am not addicting to social media. i go in and look an try to mine it for ideas sometimes and it -- it is -- it's a lot of work to find the little nuggets that -- there are some. i follow a bunch of people who i think are really smart. and if i can stay just on those, invariably the algorithm captions my attention. >> i've seen you, you're good at compartmentalizing. mean you will put the phone down. >> i never pick up -- >> is that an act though. >> it is very easy for me. i'm a serial multi-tasker. i'm very, very focused.

when i was in montessori school, they told my mom that i was problematic because i wouldn't switch tasks. and my teacher would have to pick my whole chair up and move me in my chair to the next task. and so, i -- you know, it is easy for me. if i'm at dinner with friends, i'm a dinner. >> it is an amazing thing. >> it is not hard for me. that is not hard for me. i'm a good focusering. >> that is hard for me. two other things before we go. there are different buckets. we've talked about blue origin, which you spent a lot of time on now and then amazon and i see you making investments in robotics and a.i. and other things and the earth fund. how do you -- what is a day like for you? how do you sort of see it? >> i work from about 9:00 to 7:00 in meetings. i mean, it is meetings from 9:00 to 7:00. and then i have a bunch of

documents that i read outside of that. i get energy from that. it is -- i've always done that. you can't -- you can't start a company unless you're will to work really hard and not all of the work is fun. that is why they call it work. a lot of it is fun. but if you could get half of your job to be fun, you're crushing it. you have to have your expectations set right. if you come out of college and think like 100% of your job is going to be fun, you're setting yourself up for disappointment. >> here is my final question for you. you don't do this that often. >> these interviews? very rare. >> you must read about yourself occasionally. a little bit through social media -- >> and i see things like the nonendorsement decision. that wasn't very nice of some people. >> so i'm curious what you think the world ands about

you. we read about you all of the time. and we see you in pictures and all sorts of things everywhere and i'm curious when you think, when you see the projected version of jeff bezos and the real jeff bose he is, that is the reason i wanted you to be here today because i've had the opportunity to get to know you over the years. i'm curious, from your vantage point, what do you see that public doesn't? >> well, what an interesting -- i wasn't expecting any questions like this. let me think about this. you know, i gave up on being well understood a long time ago. i kind of thought -- i realized it was a -- it is kind -- it takes so much energy and you would probably still fail. >> to be understood. >> to be understood is too

difficult. as a public figure. it is hard enough by the way to be understood well by your loved ones, your kid and your close family members and closest friends. that is difficult. it takes a lot of energy. and i think to be well understood by the world, i would pause it to you that if you think you understand any public figure, you probably don't. there may be some exemptions where the people -- i don't know, like oprah when she had her show because she really was -- you're talking -- you saw her so often. and in so many different circumstances that maybe you got a real sense of her, and i know her and she does seem like the woman on her show. so i think there are these rare case where's people end up defining themselves. but mostly you are defined by a small set of things that catch -- as a public figure. that catch people's attention

and they tend to -- they just dominate the entire conversation. in my case, it would be wealth or something like this. people would say, you know, it is very hard if you're -- i had a very funny moment on stage with bill gates once. this was shortly after i had become the wealthiest person in the world and i had taken that title from bill. the title which i had -- i tell you, i promise you i had never sought. and we were being interviewed the two of us by, i can't remember would the moderator was, and bill how do you feel about this guy stealing your number one wealthiest person title and before he could answer, i looked at bill and said your welcome. because, of course, it is actually just a -- that particular thing is -- tends to be dominant in our culture.

people over focus on it and then they think you're focused on it which isn't really true. it is -- in my case, i think of myself as an inventor. that is what i am. and i wake up every day and i follow my curiosity and i explore and i really am -- i'm very good at that. i'm a very good lateral thinker and i love problems and i love a white board and i love having a team of other smart people and we work together. and we find unusual solutions to things. and that is how i think of myself. so, like, if i could somehow have a forbes list of inventors and climb my way to the top of that inventor list, that is what would make me -- and then i would be understood, at least in part. but i don't somehow -- i think you have to decide, too, as a public figure, how much energy

do you want to put into being understood. because you could spend a lot of time and it probably still wouldn't work. so, you know, it probably helps to do an occasional interview like this. i did lexi freedman and i've done a couple of things. so you don't want to be so mysterious that nobody ever sees you. you want to be the -- the howard hughes or whatever, you don't want to be a recluse. but i value my time. i work very hard. i care deeply about the things that i work on. and every minute, i'm doing something like this, is a minute i'm not doing something else. not that i'm not happy to do this. i am. and i have enjoyed it and you're very good at it. >> thank you. jeffrey bezos. jeff bezos, thank you so much. thank you for your time today. we very much appreciate it. that was just a tactical conversation.

thank you so much. >> that is jeff bezos from amazon speaking at "the new york times" dealbook with andrew ross sorkin. this is been "fast money." ranging from everything from spacex and the competition with blue origin, and to a.i. he thinks a.i. is like electricity, it will make everything better and in the future a.i. models will become much more specialized. fascinating interview with andrew. "mad money" with jim cramer in its entirety starts now. >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there is always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money," welcome to kay america. other people make friends, i'm just trying to make money. my job is to explain and

entertain and teach so call me at 800-743-cnbc or tweet me at jim cramer. not long ago, we were told that this a.i. stuff, pure hype. according to the conventional wisdom, there was no way it could live up to expectations but after speaking with mark bennyoff of salesforce last night, i'm beginning to think that not only are there no hollow promises being made here but the fruits of the off bandied about terms could be far sweeter than anything thought possible. that is right. i believe that the reality behind the buzz words may exceed expectations. perhaps even dramatically. and that is the reason why salesforce rallied 11% today. it deserved to. today's action was about salesforce and others in the wake with the dow gaining 390 points a lot of it because of salesforce. and the advancing .51% and the nasdaq with 1.30%. i try not to go into too much

depth about the power of a.i. because you're sick of hearing about it. there is just too much money being made and i don't want to downplay that because anything that makes you money, well count me all n. first north dakota provides the platform for all good things to occur. they changed the world with a two pronged assault, accelerating computering and jenive a.i. and they have been telling us that the chips could change the world for the better and his full stack would reduce the cost of ownership and give customers a massive rate of return. but until recently, we had no tangible evidence that would work. and then two years ago we saw the power of this platform with open a.i. chatgpt. as they make video game chips, intel was king and with some

industrial wins becoming night boshop. but over night nvidia becomes king. and intel is not even on the the board any more. even though it was hard to explain to you because what does degenerative a.i. do. right a haiku. show me what koike did with an interview on "mad money." a lot of fun but nothing commercial. nothing to make money from. now -- they talked about a new industrial revolution, but the tech, oh, sure we were aware there were giant antic cloud and we knew that tesla was ordering everything nvidia was making and nev got enough. and so were amazon and meta. they were packing into the data center. but who knew what as data center

was. they needed the chips for cars and google for gemini and metaphor meta a.i. we have $7 billion from investors including amazon and google to create something called claude. but we couldn't figure out how the heck they would get a return on the investment. get call centers. help law firms. loan officers? really? maybe to summarize things, wroting documents and someone date and to write college term papers so they could become chatgpt efficient. i mean, why did oracle founder larry alice son say three months ago, we have 162 data center and i expect 1,000 or 2,000 or more around the world for who? for what? nobody could articulate one practical idea that seems to

make economic sense. a way to build factories with less waste by constructing a digital a.i. inspired prototype, might be a building kit. at this point, some of the smartest people starting saying, that i, jim cramer, had drunk the a.i. cool aid for thinking there is anything other than a phony arms race. i stuck to my guns. although other than service now, which was using nvidia platform to make workers more productive. people just didn't see it. and then last night, gloriously we got the report. mark said they created agent force, that could collaborate with humans to improve customer relations and many more things. it is first time we heard about customers with a.i. it was some made up word that nobody could explain. until now. last night bennyoff put on a

clinic. he explained there is a new concept, called digital labor, working side-by-side with beleaguered employees who have to do too many jobs where hiring people has become way too expensive. suddenly we have agent force and with it mark said we're unleashing this new year of digital labor force for every business and every industry saying the implications are profound. now people ridicule me for saying how much we need a.i., but mark said for deck ates economic growth it depended on expanding the work force, getting more labor. end quote. not any more. they could work faster doing tedious things but essential jobs that floeb wants. and there it is. do you know that mark got 200 deals in the first week of the force alone. a lot of brand name companies. there are thousands more in the pipe. real customers, real money. tangible. that is an insane amount of

business. there is a watch bank consensus that a.i. is about replacing people. that is just completely wrong. jansen never said he would have that app. not a lot of people believed him. he said it would create more jobs. people are like give me a break. jobs that couldn't be affording before. allowing them to do more business. helping customers in deeper ways. that is what this is about. jobs are going to evolve and rolls are going to shift and businesses will need to adapt. and he left out two words. or die. sure, it is expensive up front. we know that demand for data centers is accelerating. that is the lesson last night from marvell tech and they partner with everyone, including a.i. including meta and amazon and google and microsoft. after the two big quarters last night, the tech titans aren't in? misguided arms race, they're trying to keep up with demand.

if that doesn't make sense, look at the stock. salesforce finished upp 7% and marvell finished up 15%. but we now have the crucial use case we've been waiting for. they're only taking away the jobs that we don't want. that we can't fill. give me more time to do what we're good at. the lower birthrates, maybe we have no choice but to bring in salesforce to plug into the data center. to discover what has been predicted all along. now we have the digital labor force. there is your revolutionaries. here is the bottom line. when this new industrial revolution takes off, you don't want to speak to a human. say give me the asia force and thank heavens for the digital labor force so we could do real stuff. now the tedious tasks that we've been made to do every day, because someone has to do it. not any more. now a machine could do it and it does it better than we can. jeff in florida florida.

>> caller: hi, jim. love your show. my wife and i watch it every night and we particularly enjoy it because the tart of it coincides with the start of cocktail hour around here. >> wow. gnt. it is the winner. i think i have to do a mccallum 12 or mezcal. go ahead. >> the stock i was calling about was dana her. i owned it in the past. it is a good company. good management. meets projections and has a dividend. but last 60 days it has taken a point and wonder if there is a good entry point or if there is something i should -- >> there is good things going on. they dropped the hammer when they said the china business has not come back. enough with the china business. there is not any stimulus for health care until we see what trump does. buy dana her now. this is the cheapest i've seen it in my lifetime.

pull the trigger. listen to me. a.i. is giving us examples of how to create a new industrial revolution. it couldn't come soon enough. remember these terms. agentism digital labor force. cracker barrel ceo. and then mark clous announcing he is retiring to make the move over to the washington commanders. i'm recapping some of the incredible work he did while at the helm of the soup king pin and hearing what is on the horizon for this man who is a vet. and i'm learning more about what wall street liked in the quarter with the companies top brass. so stay with cramer. >> don't miss a second of "mad money." follow at jim cramer on x. have a question. tweet cramer, #mad mentions. send im an email to madmoney@cnbc.com or give us a

call at 800-743-cnbc. miss something, head to madmoney@cnbc.com. ♪ (vo) whether your phone's broken or old, we've got you. with verizon, trade in any phone, any condition. and for a limited time, get iphone 16 pro with apple intelligence. get four, on us. on any unlimited plan. only on verizon.

last spring i started highlighting the impending turner turn around of cracker barrel with a retail kicker best known for the off highway locations and comfort food. at the time i told you the new ceo could orchestrate a comeback. i also recommended you wait because i figured cracker barrel had to cut the dividend. it was worth waiting and the stock kept trading lower through the summer and in the fall. but it is began to rally. we're back to 54 and change in less than three months because they reannounced great numbers. so what is happening here? is it all coming true, or is it

way ahead of schedule. let's go straight to the source with julie messina, the president and ceo of cracker barrel and i think this is great. >> it is great to be here. >> the headline numbers. comp store sales up 2.9%. this is the second quarter in which you are well ahead. i'm saying that the turn is here. >> oh, well you are very kind. the team is working so hard. i'm so proud of them. really taking care of our guests every day and making sure that we're executing today and setting up the company for the long-term. >> well i have to tell you, i think one of things you've done, you've heeded the call. you have $8.99 early dinner which is a place that i like more than texas roadhouse. >> our early dine was launched back in february and it is ticking unevery single week and every day. it is our way to invite people in and say we got you when value is really important out there. but cracker barrel is about

abundance. >> tell me what you get for $8.99, $8.99. >> you could have chicken and dumpings and if you want breakfast for dinner or all day long, we gotcha. >> thanksgiving is an important holiday for cracker barrel. how was this versus last year. >> yeah. thank you and huge shout out to my team that worked so hard. we saw 5.5 million guests last week for thanksgiving. a normal week is 3.5 million. >> you have every rewards member. >> just about. >> that is incredible. >> we think it amazing. it is such an honor that people spend their thanksgiving with us or we have a huge heat and serve business for that day. so it is a great day for us. and every thursday is thanksgiving at cracker barrel because our roast turkey is on our daily dish available every thursday. >> and you're doing your trials

and renovations and seeing what is working and talking about high and low and medium. how is that going? >> it is going great. we have the four stores from fiscal 24 that we talked about last time and we have sales and traffic improvements there and you got it out of me last time, indianapolis, which is our first big market test, we finished our last big remodel there right before thanksgiving so that we could welcome everybody in. we have marketing hitting there in the next week. so a lot of coming in there. but really excited about the opportunity around the refreshes and the remodels. >> is there anyone in particular that is working? >> actually, the consumer feedback is amazing. they love how light and bright and welcoming and our team members love working in them. they feel refreshed and rejuvenate and we're experiencing sales. we're trying to get the algorithm right. >> how about the retail business. >> retail is a $700 million business for us. i think a lot of people lose track of that.

and in the cracker barrel story. but we send you through the shop on the way in and the way out. great gifts. black friday was last friday. we started with a new promotion there. season of savings. which has been an amazing kind of -- >> tell us about it. >> it is ten days of great deals. and so you have to come in every single day. new deal. like pajamas to great gifts and everything in between. >> the back of the house, you're starting to address. >> yes. >> as someone that owned restaurants, back of the house is where there is a lot of things that go wrong that have to go right. >> that is very well said. if we don't get it right back there, there is no way to get it right for the guest. last time we talked about the metrics that matter, food out to people in a time and we're executing. this is the next phase of that pillar two and pillar five, we're maintaining quality and making sure that our home cooked delicious food gets out to guests and we're making it

easier. so phase one is in right now. we're getting ready to roll it to a region and then to the whole system in q3. >> i alluded to the royalty program. that is a big one just in one year. you have a lot of fans of the restaurant. >> we do. and what i love about our loyalty program more than anything. it is so cracker barrel. it is like -- it is restaurant and it is retail. you could earn and redemon both sides of the business. and i think that is what people are resonating with. so if you want to only eat in the raufrnt restaurant but you could get your reards on the retail side. so their spending more and coming more often. >> country fried turkey. when i heard that. i thought off the grid there. what is that. >> country fried turkey is a returning favorite for us. we are almost out of it. you have to come in and try it, it is only here through the holidays but i think we'll sell out. >> it is not a limited time offer but there are exciting things you have to get before you go away.

>> one of your favors is pie and it is pie season at cracker barrel. >> but you're still putting the big slice of cheese on top. >> jim, for you, i will do that. >> that was me 50 pounds ago. you're no longer pleasing a new me. i'm so thrilled that you came back. the five pillars of long-term strategy, you're checking them off and doing them and blocking and tackling and the at same time giving us barbecue ribs and pot roast and that is what we have because our moms made. >> that's what we do well at cracker barrel, playing our game our way giving you delicious hospitality at a great price. >> and at the same time, you're doing -- i know that you're doing some favorites that people really love. >> yes. >> the fried apple french toter toast and the cinnamon swirl french toast breakfast. those truly resonate. shepards pie. these resonate. how do you know what resonates versus what doesn't. >> we talked to our guests and team members and say what is uniquely cracker barrel and what is a space that nobody else is

in that feels like us that we could deliver on in a country hospitality way. >> that is so right. that is how you do it. julie messina, president and ceo of cracker barrel. "mad money" is back after the break. >> coming up, cramer is digging into how one iconic american brand is cooking up change in the boardroom and beyond. he's got an exclusive with the ceo, next.

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for years ceo mark clous has worked tirelessly to ork state a turn around the campbell's company. i would say he's done a good job. although that is harder to tell from the stock because it has been pummelled but that is thanks to consumer staples. last night we learned that clous's era is coming to an end. he's taking over at president of the nfl washington commanders with the president of meals and beverages coming the new ceo effective february 1. i love what mark has done to turn around the old ampbell's and he was a love of the philadelphia eagles. but when you're a sports fan and you get a chance to be a honcho at any nfl team, i take it. now campbell's reported a mixed quarter. a slight revenue miss with a modest earnings beat. they just got hit hard.

down more than 6%. if that is a response to the quarter or the leadership change. it is more of the latter. let's take a close look at mark clous. you now outgoing president and ceo of campbell's company. congratulations on the new job and welcome back to "mad money.." >> thanks jim. >> your leadership and what you brought to the company and to the ranks of business people will be sorely missed when you go to a private company. but i think you have to be proud of what campbell's has become. what are the highlights of what you've been able to accomplish during your tenure. >> yeah, thank you, jim. well first of all, in a jurpy like at campbell's, this is no way a one-person show. it is a tremendous team. i think we have worked well together to transform the company and get it ready for this next chapter within the

industry. we talk a lot about having all of the pieces now in place to really set the standard in food going forward. and so when i look at it, i think about culture and team, i think about portfolio transformation. you look at the businesses of the brands that we have today. we have moved dramatically from where we were six years ago. and as i think about the capabilities an our track record of performance, doing what we say and delivering on our objectives have been a critical part of the story over the last six years. so i couldn't be more excited about it. and to be quite frank, i couldn't have entertained leaving if i don't think we're in this position. >> i would say, mark, that the trev ails of being a modern day food and beverage ceo, i've never seen anything like it. snacks very hot and then they cool. people don't like cans soup and then it comes back. rao's was a great acquisition,

and five years ago it wouldn't have be. how do you explain the changing styles of american public. >> this is a dynamic job. and a dynamic industry that we're in. but i think if you follow the track of our industry over time, we have a great history of evolving with the dynamics of consumers. and in any moment, that we as an industry experience some of these changes in taste, or profile, or what a consumer may be looking for, as it relates to health and wellness, or different occasions if the day. this is an industry that has demonstrated the ability to respond. and i think campbell's, i think we're very well positioned. if i think about major trends in food right now, whether it is looking for elevated experiences, things that are a bit more premium, a little bit less tradeoff, these are where our brands live. if i -- i look at convenience and value as another key area of

growth. you know, our meals and beverage portfolio lives in that space very well. so what i feel like we've done and i think the industry will continue to do, is to evolve to meet those trends and i think we're well positioned in that space to be ready for the next chapter. >> i think the rao's have been brilliant. why did that work so well? >> i think, honestly, jim, you have a prord that is just that unique and that special. and at the end of the day, in food, right, we talk about the marketing and the promotion and all of the variables that go into it. but at the end of the day, this is about experience for the consumers and this product is just special. and it lives in a space that meets so many needs for consumers. and when you match that quality with that important convenience and occasion of meeting what mom needs for dinner, it creates a

powerful story and that is what rao's has done. at the end of the day the team has done a job of building the brand and expanding it and driving innovation and all of it built on this foundation of incredible quality. >> now you know, i can't resist going there. i think you're wearing already a bit of a commanders outfit. when it comes to the shirt. i want people to know, and my friend dave tepper was like this, he's a pittsburgh fan but the panthers business came up. it was a franchise. and he took it. is it mixed that you and i both know you're an eagle fan but kelce is such a great spokesperson. i don't know. i mean josh harris is the own and a great owner of a basketball team in philadelphia. what is it like to have to kind of switch allegiances even though we both know the nfl is the king? >> yeah, look, i am -- i'm immensely grateful to josh harris and the ownership group of the washington commanders. this is an opportunity that i see coming around once in a lifetime. and i could not be more excited

about what that team is doing. adam peter, dan quin, doing an amazing job on the football field. i'm excited to come in and support them and support the team of the commanders to build what i think is one of the greatest potentials in the nfl. and, so, when i think about what i'm excited it, i'm excited about being part of that. and as much as jason kelce has been a great partner for the campbell's company, i'm all in on the the washington commanders and i have my burgundy and gold and it is raise hail time and i'll have to forget the birds. >> it is more attractive to the fact that you're a more distinguished vet or what was the attraction both back and forth? >> yeah, it is been a great opportunity for me being here in philadelphia and camden. and being in such close proximity to the sixer

organization and the harris organization. and i've had to a chance to get to know josh. i've gotten to know ted brown who is the ceo and i think what really, you know, struck that kind of match is very similar values, very similar drive and purpose for building winning organizations and cultures. and i think the fact that we've had the kind of success we've had at campbell's, while also having a background and a track record of doing that in different and unique environments, i think that combination fits well what what they're doing to do with the commander organization. i couldn't be more excited to be part of the value system that josh an the other owners of the commanders have put in place and excited to be part of that here in a couple of months. >> like josh very much and the team and the owners. i don't think you would have gone there under the old guys. i know that. this is the right spot for you

mark clous. president and ceo of campbell's company. i'll miss you, buddy. i'll miss you. >> i'll miss you, too. jim, and hey, look forward to seeing you at those eagles commander games. >> an joy the bye week. i'll tack lk to you soon. "mad money" is back offer the break. >> coming up, octa is on the move after earnings. cramer is identifying what is identifying the company higher with the ceo, next.

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we got a good quarter from okta. one of the leader players in identity verification and the leader player. but one guidance came in light, the stock got obliterated, falling 16% in a day. you don't want to bet against quality cybersecurity and okta is one of them. when the company reported again last night, it had a solid top and bottom line beat across the board. turns out business is booming. even though they made some cautious comments about a challenging macro environment. still, it wasn't enough to stop the stock from finishing up 5%. todd mckinnon is the ceo and welcome back to "mad money." >> thanks for having me, jim. it is great to be back. >> you had some spectacular numbers here and what shocked plea is the government is seeming to realize the threat actors out there in an environment which you said was probably the worst ever. is the government finally spending enough to make it so

that she should feel safer. >> it is not the just government. but every industry and every company is starting to realize that identity is security and and starting to understand eight of ten cyber breaches are caused by a phished password or a reused password on some kind of identity attack and government is investing to solve the problems and modern identity systems and when you look at our quarter of the top ten deals, five of them were in the u.s. federal government. so they're investing in because they know cybersecurity is critical and identity is the key to get there. >> and i hear that. i think what were they thinking. what kind of protection did they have? >> well, the traditional way of securing things was you make sure you have anti-virus on your computer and you have a good firewall and call it a day. that is not good enough. with everyone working from home. people using cloud applications.

you really have to have all three. you have to have incredibly solidoy ty protection, you have to have great multi-factor authentication, and you have to have solid end point and solid network security. it is that security technologies that is really key. it is something called zero trust and everybody is getting on board with that. >> does microsoft have that. you have an interesting slide on page 16, okta superior choice versus microsoft every time. does microsoft offer all of those three. >> it is the tail of two world views. microsoft's world view is buy everything from microsoft. debt get you're computer, and your applications and cloud structure. we think that customers should have choice. you should choose the best end point, whether that is crowd strike or something else. if you want to choose the best applications to collaborator the best cloud infrastructure, we're going to connect it to you all and give you flexibility and

neutrality and lead to you great outcomes, for your business and for growing revenue and for having great user experience and most important to keep it all secure. >> look, i think that we had c benioff on last time taking about co-pilot maybe not working. you get it. so it comes with the process. when i listen to what you're saying, you get microsoft and it is really huge. and i think that people say, hey,dy it with microsoft and i didn't do anything wrong. that is the way -- ibm used to use -- i did the best. that is no longer good enough, is it? >> the world has changed. we'll narrow it down. we're talking about the broadcast technology landscape. you narrow it down to cyber. it is basic but as adversarial, people are trying to attack you. so if you have everything from one vendor, you don't have the layered resilience that you will keep you more secure. so it is very important. something we're investing heavily in is to make sure we

have robust and complete integration to be able to share risk assessments and signals and take actions when there is an issue. and any part of your infrastructure to make sure your entire cyber eco-system is aware of that and could keep you defended. >> at the beginning of the conference call, threat environment has never been more hostile. i don't hear as many public big issues right now. maybe i'm missing it. i don't hear big hacks. we did hear them and you're quite familiar, but whether things have calm down and the at the same time you say things are more hostile. >> i think you just look at the data and the amount of ransom ware and the breaches an it is bigger than ever. if you go around the world. i was in australia a couple of weeks ago, they're talking about big breaches there. it is global and impactful. one of the reasons and it might not sound like it because we're getting used to it and numb to it but it doesn't mean the

stakes aren't high and it is up to all of us to stay protected. >> when it gets numb like that worse things happen. one of things we're excited about is gen a.i. and we're excited about -- i didn't even think until i read your stuff, off for gen a.i., we should be excited and more concerned about the new -- let's say brilliant bots. >> we have pretty good technical standards for when a person logs into a website or a mobile app, how to do that in a way that uses biometrics that can't be phished or attacks. we don't have the equivalent for an agent. they log into multiple systems on your behalf and the problem with a lot of the agent frameworks, they have the equivalent of the passwords written on the sticky notes on the monitor in the agent. they don't have a good standard for doing secure phishing

resistant authentication and as you could guess, that is not great from a security perspective. because one of the agents gets compromised, then the person that compromises the agent has access to all of the systems. your calendar and your bank account and all of the things that the agents are doing on your behalf and that is a problem and we're trying to help solve the problem with a.i. and it is to help set some standards how the industry should work in a more extreme way. >> is anyone else competing with you. >> i think the whole world is rushing to find the right platforms an the different pieces of the platforms to make it possible. i would say it is more of an industry collaboration to define the next development platform for agents an we're trying to do our part. >> i know you're winning some big deals. some of them are just from the global system integrators, because i wouldn't know if i were a major ceo and my job was to make cookies or a soda, i

would not necessarily know how to get -- worry about identity theft. they're going to gsi and those gsis are going to you? >> you hit the nail on the head there. these ceos and the boards, they know a lot. an one of the things they know is in most times they have technology that is -- they've amassed in different ways and different generations ever technology over 30, 40, 50 years so it is complex and at the same time they know there is this revolution for a.i. and agents and chat bots and they want to take advantage of that and they want to be on board with all of the that innovation of driving their companies and they know that cyber is a huge issue. so the global system integrates are key to put this altogether and we're lucky enough to work with all of the best global systems integrators to be the identity partner of choice. so when they go in there and try to help the companies modernize tech, their modernizing their

identity stack and we're the clear leader that is the only modern independent and neutral identity player and that is why their turning to us and that is defendant part of our strong results of the top ten deals in the quarter, they all involve some kind of partner. so that is an important part of our strategy and it is good to see it paying off. >> i think you deserve to hear congratulations on a great quarter. the first of a very long stretch. because you are the clear leader in the space as you say or else they would not be picking you. i want to thank todd mckinnon and ceo of okta. todd, welcome back. >> thanks for having me, jim. >> absolutely. i'll talk to you soon. "mad money" is back after the break. >> coming up, cramer takes your calls and the sky is the limit. it is a fast fire "the lightning round" next. the not-so-secret to our success? earn and keep trust.

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for "the lightning round." [ inaudible ]. and then "the lightning round" is over. are you ready skee daddy. let start with brett there california. >> caller: dr. jim, fitness cramer. i don't know how callers know how disciplined you are with your fitness. >> thank you, thank you. what is happening my friend. >> caller: [ inaudible ] i'm disciplined with my body and my diet and i'm a long-term investor and you're a legend. what is your opinion on aliceon transmission. >> story company, terrific. it zet zr great. with the 14 times earnings i would prefer to you swap out and go to -- it is cheaper and just as good. let's go to dom. that is dom. >> caller: hi, jim. just a few months ago i bought a stock around like $15 a share.

and recent news with stocks going nuclear, i was looking into it. what do you think about nano nuclear energy. >> no earnings, i do believe that the nuke story but let me tell what you to do tomorrow. take out almost of all of your cost basis and let the rest of your rest run. let's go to howard in new york. >> caller: hello jim. >> howard. >> caller: i'm a first time caller and long-term listener and want to thank your team for all you do for the individual investor and you've helped to make me a better investor. >> you make me feel terrific saying that. thank you, i'm so glad you said it. >> and now i'm going to turn you over to my 12-year-old grandson who is it a big fan of yours also and he'll ask you about the stock we're interested in. >> excellent. >> our stock is