<<<18:43 CEO mentions partnerships with Nvidia, Cisco, and Arista. I think that answers some of the questions about Arista’s switches no longer being used in their AIRI project w/Nvidia. Not 100% sure on that though.>>>
I have no information as to what is going on here, other than Cisco is by far a better business partner to have for PSTG than Arista because Cisco has a far larger customer base, far larger sales team, etc. and can do far more for PSTG than Arista can. So it makes sense to make Cisco the focus for them.
I do not recall exactly which web page it was for PSTG, it probably was the latest iteration of the AIRI, or it may have been a blog post regarding it, but at the bottom there was a list of corporate partners. About 5 or 6 of them. Cisco was listed, Arista was not. Perhaps an oversight, perhaps not.
If I were Arista I would find this offensive to not be listed after doing the road show with PSTG and NVDA. I doubt marketing would make such a mistake. Thus, assuming not a mistake, Cisco is clearly the favorite in PSTG land, as it should be.
This said, like some pro golfers or pro tennis players, they sometimes get a sponsorship deal with a product they don’t like, and instead of playing with that golf club or racquet, they will choose the one they actually want, and cover up the logo of it. So it very well may be that PSTG is focusing on pleasing Cisco, while actually selling more product with Arista switches.
Politics and marketing are often not that disparate.
After a gushing day about AYX where I even surprised myself as to what that company is doing, like OMG, it is like the Apple of data analysis, in the early days of iPod or some such thing, good to talk about something else. True though, difficult not to gush somewhat about PSTG either.
Now I know I need a beer as too much stock talk. But cannot blame a guy for getting rightfully enthusiastic, I mean, that is what we hope to do here. It is rare to find the next Netflix or Amazon (perhaps that is SHOP, with branding as key, SHOP is the closest I think right now that we follow, although it is not really consumer facing, albeit its small merchants are really consumers, thus a hybrid) pending that, how can one not get enthusiastic about investing in the dawn of the AI/ML/Big Data era!
I mean this is better than the turn of the century internet roll out. That became a bubble due to Y2K panic (that never happened, but still unbelievable, people actually thought they might die from the Y2K issue and thus businesses spend a fortune upgrading) and this lead to overbuying of tech, or at least partially did, etc. But the current age has new paradigm advances that are really advancing economic efficiency and creating capabilities that heretofore never existed, with small companies, still not priced in the stratosphere, leading the way. I mean how is it not possible to get enthusiastic once in a while about such things!
yes, need beer now. Stop being enthusiastic about stocks on a holiday weekend.
Happy Memorial Day Weekend to all Americans, and great weekend to the rest of y’all (as they say in the south - I am a carpet bagger so I can say “they”).
Tinker
