I'm Julia Borsden, and you're listening to CNBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern, listen in. Good Friday morning. Welcome to Tech Check. I'm Carl Kentinea with John Fortin, dear DeGrobosa. Today, a big rally for tech after a tough week as the jobs number comes in a bit hot, what it means for the mega caps coming up this hour. Plus more on the view from the C-suite.

Twilios Jeff Lawson joins us in a moment as shares of that name Slum. bit hot, what it means for the mega caps coming up this hour. Plus more on the view from the C-suite.

Twilios Jeff Lawson joins us in a moment as shares of that name

slump on a weak forecast.

And that's not all.

We'll also talk to the CEOs of microchip technology and

Expedia, whose results are telling a different story this morning, John.

Yeah, tech stocks in the green car after better than expected jobs number this

morning as the strong labor data continues, given no signs of a slowdown from the Fed. Are there

legs for a rally here? Well, cracks in the armor have started to show as sweeping layoffs

hit a lot of names this week. Lift, open door, stripe, even bigger macro companies like Credit Suisse,

mixed picture when it comes to results. PayPal falling after warning of a bleak holiday quarter ahead,

while Block and Coinbase are heading higher as both names, well, diversifying their revenue streams

would be a kind way of putting it. But, you know, as transaction volumes fall,

they're finding other ways to make money. But I just really have to focus, Dee, on Twilio and

Atlassian. I've been mentioning Atlassian for a while because it's a different slice of the

enterprise software story.

And one of the storylines that I think plays out to large effect in 2023

is Platforms versus Best of Breed.

Both of these names in Enterprise Software, Twilio and Atlassian,

represent that kind of arguably best of breed story.

They're not a Microsoft, they're not an Amazon, not an Oracle, et cetera.

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