AvePoint

this bubbling around more and more.

So there's a podcast with Sam Velmay from AvePoint, who he is now the channel evangelism director for the Americas.

And we had a conversation about like, what does that mean? Because indeed, everything is measured like on quarterly quotas, revenue, growth, bam, bam, bam, bam, bam.

But you can't do that when you're talking about evangelism.

Evangelism is the long game, right? And what I think is very cool What AvePoint did is they said, look, we understand that you have to build this.

Go build it.

Figure it out, build it from the ground up, and create that strong community, and that will pay for itself at the end.

Are you in or are you out? Let's go over to one more really quickly here.

Let's go out to AvePoint Inc.

Maybe AvePoint Inc., ticker symbol AVPT, and they're trading $14.32, up about eight and a half percent or a buck 11 today.

Let's see.

This is the name that, that does security for Microsoft 365 and Salesforce and a couple other big platforms out there.

The next earnings announcement is not until, uh, November 5th, so they... th- clearly was no... wasn't an earnings trade or anything like that today.

It was just a someone piling in for a little bit of upside momentum in everyone's new favorite name, Mr, Mr.

Flow Master, AvePoint.

We are looking at a massive stack of research today.

So white papers, architectural frameworks, incident reports from Anthropic, Cisco, Microsoft, the Cloud Security Alliance, AvePoint, and NIST.

And the mission here is to dissect this fundamental paradigm shift.

Because AI is no longer just, you know, generating text in a chat window.

Zscaler's incident response team frames this perfectly.

They say we are moving from a world of access control to a world of action control.

I was reading through the AvePoint 2026 report in our stack, and the fallout from this gap is staggering.

Their