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. >> what jeff was just saying reminds me of what thomas kurian was telling us yesterday this next stagethe cloud wars will have to do with specifically superserving certain industries do you expect to see m&a that's more targeted along vertical lines this year or perhaps product development from some of the companies you cover, specifically targeting certain vertical >> yeah. certainly, you mentioned very important thing, which is cloud computing. in that universe, we see everybody is focused on a very different segment of growth at this point in time, right? i'm not quite sure that will lead to m&a specifically aws is focused on the extension to their data management service at this point in time. their infrastructure service what they wanted to do is build a database in a management service to replace oracle, for example. to really go after that $40 billion in terms of database management for gcp specifically, they want to focus on open platform for tensive flow that's the number one machine learning application globally. they want to make that available in other competitive platforms

thom thomas kurian. i'm from philadelphia. he's a genius.ay and not a lot of time and i got to do enough free association to stun you. >> huh, and my hearing's going, too. >> your hearing is going >> that's my problem for sure. >> oh, my god. >> it's loud in here, too. >> yes yes, it is >> welcome to your mid-50s >> mr. rondo, the man who rang the bell at planet fitness started at the front desk of a planet fitness that's what you can do in this country. >> there's hope for me it's great i'll start at the front desk of a planet fitness >> 2000, planet fitness franchise is good when you see pier one closing stores. this is the most desirable tenant in the world because it's experiential david, you don't have to be beautiful like peloton there's people who ride on peloton, they're in unbelievable shape. >> they have the nicest looking people on those bikes for those ads. >> planet fitness you got people who are, look like the rest of us you don't feel embarrassed to go in there >> no judgments. >> scarlet johansson you want free association i