If "Disney" were software, this would be it...ensuring data in motion remains in real-real-time sync. The eventual success of AR/VR/XR/Spatial computing already is taking too long for Confluent to be realized (sustainably) as a juggernaut in software of the cloud stack. Now that investors all learned they will recognize revenue on a consumption basis, the stock is even more investable when it was 30 before the climb toward 100 and back.