If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.(00:21) David Meier and Ricky Mulvey discuss:- Why Microsoft and Meta rely on Arista Networks.- How Arista CEO, Jayshree Ullal, is managing Wall Street expectations.- The downfall of dating app Bumble.Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.Companies discussed: ANET, MSFT, META, BMBL, MAA, AVBHost: Ricky MulveyGuests: David Meier, Anthony SchiavoneEngineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices