Is IoT happening as fast as people say it is? How big is that opportunity?

I'm seeing it happen. Pivotal is a platform that companies adopt in order to implement a digital transformation, the Internet of Things, the ability to connect to all these devices and use that intelligence to make those products and services better and make their company better. We're seeing very strong growth there. The growth in the number of connected devices and data is absolutely happening. It's from the very, very large companies all the way down to the consumer. If AI is your rocket, the data is the fuel for your rocket. If you don't have any data, your AI can't do anything. If you go back five years ago or 10 years ago, the amount of data wasn't very much. If you had AI, you didn't have enough data to make your AI very smart. Now you have this explosion of data and the computing and machine intelligence power and all the innovation going on there. That creates tremendous opportunity.