If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. David Meier and Ricky Mulvey discuss why Microsoft and Meta rely on Arista Networks, how Arista CEO, Jayshree Ullal, is managing Wall Street expectations, and the downfall of dating app Bumble. Then, 19 minutes in, Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favour of renters. Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB. Host - Ricky Mulvey; Guests - David Meier, Anthony Schiavone
