 And so I wanted to start with the perspective of understanding their business models, really unpacking those and trying to come to a point of view on is Databricks worth $43 billion, which is what they got in their last private valuation from their venture backers. They also might be preparing to go public soon. And the IPO markets have been moving really slow. So that would be a really interesting one to watch if Databricks does end up making that decision this year.