For Zscaler, or actually staying with Palo Alto for a minute, what did they not do well in SASE? What makes it easy for Netskope and Zscaler to exploit their weaknesses?

The same way Tesla has always been an electric car, we've always been a cloud vendor. The difficult thing for companies like Palo Alto Networks is that they have hardware-based security technology and are trying to move that into the cloud. It's like having a combustion engine and trying to make it electric slowly. It's really difficult to do; you'd rather be cloud-native. Their solution is ultimately VPN technology, which is enforced on a firewall, and that might be on-premise or in GCP, where they host their infrastructure. When I'm in engagements with customers and we're against Palo Alto Networks, we always highlight that this is traditional VPN architecture, not SASE, and that's a big way they fall short. The business impact of that is you never really improve user experience from what it has been historically because it's the same old way.