IoT Coffee Talk: Episode 193: Saving Yourself from Yourself (Stay True to Yourself)

there you go yeah you know what there's there you go yeah you know what there's a lot of people looking up uh Eddie Van a lot of people looking up uh Eddie Van a lot of people looking up uh Eddie Van Halen and Van Halen in general there's Halen and Van Halen in general there's Halen and Van Halen in general there's like this Resurgence of Renaissance yeah like this Resurgence of Renaissance yeah like this Resurgence of Renaissance yeah yeah people I think Miss Eddie Van Halen yeah people I think Miss Eddie Van Halen yeah people I think Miss Eddie Van Halen you know he he left soon and his legacy you know he he left soon and his legacy you know he he left soon and his legacy you you you know and was I was really hoping while know and was I was really hoping while know and was I was really hoping while you're were playing that that Mr brummer you're were playing that that Mr brummer you're were playing that that Mr brummer was gonna you know possess David Lee was gonna you know possess David Lee was gonna you know possess David Lee Roth and jump up and do the splits up in Roth and jump up and do the splits up in Roth and jump up and do the splits up in the air kind of thing like diim and Dave the air kind of thing like diim and Dave the air kind of thing like diim and Dave done on stage you know oh exactly start done on stage you know oh exactly start done on stage you know oh exactly start singing in my best bar mitzvah voice yes singing in my best bar mitzvah voice yes singing in my best bar mitzvah voice yes yes that's what I was hoping for and yes that's what I was hoping for and yes that's what I was hoping for and that's what our audience was hoping for that's what our audience was hoping for that's what our audience was hoping for yeah all negative yeah all negative yeah all negative 10 is Van Halen um pretty popular bom 10 is Van Halen um pretty popular bom 10 is Van Halen um pretty popular bom Mitzvah and Bar Mitzvah it was during my Mitzvah and Bar Mitzvah it was during my Mitzvah and Bar Mitzvah it was during my error yeah really what do they play they error yeah really what do they play they error yeah really what do they play they play like jump play like jump play like jump or that section there's always that or that section there's always that or that section there's always that section of the reception where they like section of the reception where they like section of the reception where they like play the Hard Rock for the kids you know play the Hard Rock for the kids you know play the Hard Rock for the kids you know that's right oh yeah yes here's that's right oh yeah yes here's that's right oh yeah yes here's something for the kids and Grandma sits down for a while kids and Grandma sits down for a while and you know right yeah yeah takes a and you know right yeah yeah takes a and you know right yeah yeah takes a rest that's right Waits waits for the rest that's right Waits waits for the rest that's right Waits waits for the for the next song oh my gosh oh my gosh for the next song oh my gosh oh my gosh for the next song oh my gosh oh my gosh what's up guys hey everyone uh welcome what's up guys hey everyone uh welcome what's up guys hey everyone uh welcome to iot Coffee Talk um you know uh take

to iot Coffee Talk um you know uh take to iot Coffee Talk um you know uh take you know we're just here for fun uh take you know we're just here for fun uh take you know we're just here for fun uh take our comments and invest at your own our comments and invest at your own our comments and invest at your own risk yes entirely not in you know what risk yes entirely not in you know what risk yes entirely not in you know what we're doing is entirely not intended for we're doing is entirely not intended for we're doing is entirely not intended for that stuff we are not licensed financial that stuff we are not licensed financial that stuff we are not licensed financial advisers or whatever you're supposed to advisers or whatever you're supposed to advisers or whatever you're supposed to that's right we are not licensed that that's right we are not licensed that that's right we are not licensed that yes yes yes no I I realized that we we have an audio no I I realized that we we have an audio no I I realized that we we have an audio podcast um that Rob maintains and uh you podcast um that Rob maintains and uh you podcast um that Rob maintains and uh you know we have this disclaimer up on top I know we have this disclaimer up on top I know we have this disclaimer up on top I foret how it reads it's pretty funny foret how it reads it's pretty funny foret how it reads it's pretty funny though but yeah we're just here screwing though but yeah we're just here screwing though but yeah we're just here screwing around people so exactly seriously but around people so exactly seriously but around people so exactly seriously but please take it seriously so you keep please take it seriously so you keep please take it seriously so you keep listening and thinking that we're listening and thinking that we're listening and thinking that we're relevant to tech industry so no I didn't relevant to tech industry so no I didn't relevant to tech industry so no I didn't say that we weren't in that regard I say that we weren't in that regard I say that we weren't in that regard I want to start off I wanna I want to kick want to start off I wanna I want to kick want to start off I wanna I want to kick things off this will be kind of a somber things off this will be kind of a somber things off this will be kind of a somber note but you all right so I was reading note but you all right so I was reading note but you all right so I was reading a post you know Brian Solace and he was a post you know Brian Solace and he was a post you know Brian Solace and he was he was posting something from from the he was posting something from from the he was posting something from from the you know World economic Forum at Davos you know World economic Forum at Davos you know World economic Forum at Davos and it was an and it was an and it was an interview with Mustafa suan the guy who interview with Mustafa suan the guy who interview with Mustafa suan the guy who started Deep Mind oh yeah you've been started Deep Mind oh yeah you've been started Deep Mind oh yeah you've been probably reading his book and everything probably reading his book and everything probably reading his book and everything all right it it's kind of what you know all right it it's kind of what you know all right it it's kind of what you know but it it's interesting when they just but it it's interesting when they just but it it's interesting when they just come right out and say it related to AI come right out and say it related to AI come right out and say it related to AI so I I'll just read it word from word so I I'll just read it word from word so I I'll just read it word from word you know session from real economic you know session from real economic you know session from real economic Forum in Davos they said the quiet part Forum in Davos they said the quiet part Forum in Davos they said the quiet part out loud this time AI is coming for your

out loud this time AI is coming for your out loud this time AI is coming for your jobs uh inter interview with CNBC Deep jobs uh inter interview with CNBC Deep jobs uh inter interview with CNBC Deep Mind co-founder Mustafa suan was asked Mind co-founder Mustafa suan was asked Mind co-founder Mustafa suan was asked if AI was going to replace humans in the if AI was going to replace humans in the if AI was going to replace humans in the workplace this was his answer I think in workplace this was his answer I think in workplace this was his answer I think in the long term over many decades we have the long term over many decades we have the long term over many decades we have to think very hard about how we to think very hard about how we to think very hard about how we integrate these tools because left integrate these tools because left integrate these tools because left completely to the market these are completely to the market these are completely to the market these are fundamentally labor replacing tools and fundamentally labor replacing tools and fundamentally labor replacing tools and he's right let's get that part out of he's right let's get that part out of he's right let's get that part out of the way left to their own devices the way left to their own devices the way left to their own devices Executives naturally gravitate towards Executives naturally gravitate towards Executives naturally gravitate towards what they know Automation and cost what they know Automation and cost what they know Automation and cost cutting to increase margins and cutting to increase margins and cutting to increase margins and profitability to change their profitability to change their profitability to change their perspectives Center insights on what perspectives Center insights on what perspectives Center insights on what drives kpis um anyway you can imagine drives kpis um anyway you can imagine drives kpis um anyway you can imagine the rest of the deal I know lots of the rest of the deal I know lots of the rest of the deal I know lots of people try to say oh no it's going to people try to say oh no it's going to people try to say oh no it's going to help us or it's going to whatever you help us or it's going to whatever you help us or it's going to whatever you know this generative AI but um but you know this generative AI but um but you know this generative AI but um but you know this is from one of the people know this is from one of the people know this is from one of the people who's co-created all this stuff and it's who's co-created all this stuff and it's who's co-created all this stuff and it's kind of stuff we kind of know and we kind of stuff we kind of know and we kind of stuff we kind of know and we kind of go when it's going to happen or kind of go when it's going to happen or kind of go when it's going to happen or maybe it won't happen to me or I don't maybe it won't happen to me or I don't maybe it won't happen to me or I don't know yeah but you know what um I look know yeah but you know what um I look know yeah but you know what um I look into this yeah it is somber but then I into this yeah it is somber but then I into this yeah it is somber but then I think there's some counterveiling forces think there's some counterveiling forces think there's some counterveiling forces that are going to start to um push back that are going to start to um push back that are going to start to um push back on a lot of the a lot of you know um uh on a lot of the a lot of you know um uh on a lot of the a lot of you know um uh those types of dynamics that uh a I those types of dynamics that uh a I those types of dynamics that uh a I might introduce into the job market I might introduce into the job market I might introduce into the job market I think it's just the general trust in all think it's just the general trust in all think it's just the general trust in all things digital I mean I don't know if things digital I mean I don't know if things digital I mean I don't know if you guys noticed in you guys noticed in you guys noticed in banking uh just as a banking uh just as a banking uh just as a consumer the number of denied

consumer the number of denied consumer the number of denied transactions of pretty low amounts you transactions of pretty low amounts you transactions of pretty low amounts you know uh is increasing I I I can't tell know uh is increasing I I I can't tell know uh is increasing I I I can't tell you how many times I have to call the you how many times I have to call the you how many times I have to call the bank now just to pay my wife or you know bank now just to pay my wife or you know bank now just to pay my wife or you know um you know send her a transfer of money um you know send her a transfer of money um you know send her a transfer of money I me it's out of this world I don't know I me it's out of this world I don't know I me it's out of this world I don't know if you guys are experiencing as well but if you guys are experiencing as well but if you guys are experiencing as well but you know uh in the past two years and I you know uh in the past two years and I you know uh in the past two years and I would say year and a half the the number would say year and a half the the number would say year and a half the the number of times that the bank has transitioned of times that the bank has transitioned of times that the bank has transitioned or a what apparently is augmented their or a what apparently is augmented their or a what apparently is augmented their security procedures and security procedures and security procedures and protocols is kind of mind-boggling for protocols is kind of mind-boggling for protocols is kind of mind-boggling for me you know I'm always get these notices me you know I'm always get these notices me you know I'm always get these notices and I think you and I think you and I think you know I I think these Technologies are know I I think these Technologies are know I I think these Technologies are actually going to uh Force us to go back actually going to uh Force us to go back actually going to uh Force us to go back into person because we you know we we into person because we you know we we into person because we you know we we transact primarily between people yeah transact primarily between people yeah transact primarily between people yeah sure you know I just got off a Cisco uh sure you know I just got off a Cisco uh sure you know I just got off a Cisco uh you know analyst briefing sure more you know analyst briefing sure more you know analyst briefing sure more machines are talking to each other but machines are talking to each other but machines are talking to each other but how many are actually transacting with how many are actually transacting with how many are actually transacting with each other outside of let's say you know each other outside of let's say you know each other outside of let's say you know Wall Street right right um we the Wall Street right right um we the Wall Street right right um we the majority of uh of uh commercial majority of uh of uh commercial majority of uh of uh commercial transactions still happen between people transactions still happen between people transactions still happen between people and entities represented by people but and entities represented by people but and entities represented by people but if you can't if you can't if you can't trust uh you know the

trust uh you know the trust uh you know the counterpart you know maybe physical counterpart you know maybe physical counterpart you know maybe physical banks are going to become a thing banks are going to become a thing banks are going to become a thing because they keep asking me to come into because they keep asking me to come into because they keep asking me to come into the the the branch you know but Leonard the the the branch you know but Leonard the the the branch you know but Leonard last week I had a I had a deposit a last week I had a I had a deposit a last week I had a I had a deposit a customer check into my Wells Fargo customer check into my Wells Fargo customer check into my Wells Fargo account last week and the systems were account last week and the systems were account last week and the systems were down it took 15 minutes for the teller down it took 15 minutes for the teller down it took 15 minutes for the teller to write 13 pieces of paper to verify my to write 13 pieces of paper to verify my to write 13 pieces of paper to verify my deposit I wasn't even taking any money deposit I wasn't even taking any money deposit I wasn't even taking any money out of it out of it out of it so so it sounds good but feels bad so so it sounds good but feels bad so so it sounds good but feels bad sometimes sometimes sometimes Welly that people are taking on that I Welly that people are taking on that I Welly that people are taking on that I no I I think it's like I If you haven't no I I think it's like I If you haven't no I I think it's like I If you haven't read the coming wave I would suggest read the coming wave I would suggest read the coming wave I would suggest reading it because I think it's he reading it because I think it's he reading it because I think it's he actually ends the book with a number of actually ends the book with a number of actually ends the book with a number of really pretty good ideas that I think really pretty good ideas that I think really pretty good ideas that I think definitely will happen around you know definitely will happen around you know definitely will happen around you know more we talked about Jing about more we talked about Jing about more we talked about Jing about licensing but licensing regulatory licensing but licensing regulatory licensing but licensing regulatory auditing auditing auditing transparency you know things like that transparency you know things like that transparency you know things like that in the AI world where currently it's in the AI world where currently it's in the AI world where currently it's it's you know caveat you know basically it's you know caveat you know basically it's you know caveat you know basically everyone's kind of running as fast as everyone's kind of running as fast as everyone's kind of running as fast as they can even open AI is admitting that they can even open AI is admitting that they can even open AI is admitting that they're using copyrighted materials to they're using copyrighted materials to they're using copyrighted materials to you know generate value for their for you know generate value for their for you know generate value for their for their offerings which kind of makes no their offerings which kind of makes no their offerings which kind of makes no sense so sense so sense so I think it's it's going to defitely come I think it's it's going to defitely come I think it's it's going to defitely come to a head there's got to be some sort of to a head there's got to be some sort of to a head there's got to be some sort of um you know it's not pure containment um you know it's not pure containment um you know it's not pure containment per se but more more um just more guard per se but more more um just more guard per se but more more um just more guard rails around the use of the tech and rails around the use of the tech and rails around the use of the tech and then I think D Rob's Point as he then I think D Rob's Point as he then I think D Rob's Point as he mentioned the the gravitational pull for

mentioned the the gravitational pull for mentioned the the gravitational pull for companies is to either make money or cut companies is to either make money or cut companies is to either make money or cut costs and yeah if they can use AI to cut costs and yeah if they can use AI to cut costs and yeah if they can use AI to cut costs hopefully they'll use it to make costs hopefully they'll use it to make costs hopefully they'll use it to make money too I mean that's just inevitable money too I mean that's just inevitable money too I mean that's just inevitable um and maybe that generates some other um and maybe that generates some other um and maybe that generates some other new jobs maybe that's wishful thinking new jobs maybe that's wishful thinking new jobs maybe that's wishful thinking it depends on what the job is what are it depends on what the job is what are it depends on what the job is what are what are all of you seeing on college what are all of you seeing on college what are all of you seeing on college campuses around the a course or the campuses around the a course or the campuses around the a course or the education of college students in AI is education of college students in AI is education of college students in AI is are they teaching them to be part of the are they teaching them to be part of the are they teaching them to be part of the industry and learn what I mean what are industry and learn what I mean what are industry and learn what I mean what are you guys you guys you guys seeing I haven't seen anyone with a seeing I haven't seen anyone with a seeing I haven't seen anyone with a prompt engineering undergraduate degree prompt engineering undergraduate degree prompt engineering undergraduate degree at program at program at program but right I think it's but right I think it's but right I think it's now right I mean but that's that's an now right I mean but that's that's an now right I mean but that's that's an important point because to some extent important point because to some extent important point because to some extent in the past AI was still kind of in the past AI was still kind of in the past AI was still kind of reserved to the tech that could code reserved to the tech that could code reserved to the tech that could code Python and SQL now it's natural language Python and SQL now it's natural language Python and SQL now it's natural language so it's open to more people now so it's open to more people now so it's open to more people now obviously you still have to build those obviously you still have to build those obviously you still have to build those model but it is open to more people so model but it is open to more people so model but it is open to more people so if we make it simple to get you know a if we make it simple to get you know a if we make it simple to get you know a baseline model open source and then you baseline model open source and then you baseline model open source and then you feed it more text and it gets a better feed it more text and it gets a better feed it more text and it gets a better model anybody can do that that may model anybody can do that that may model anybody can do that that may created a counterbalance to this only created a counterbalance to this only created a counterbalance to this only the tech world because it can be used as the tech world because it can be used as the tech world because it can be used as a defense tool from the people whose job a defense tool from the people whose job a defense tool from the people whose job by you know disappeared right well I'm by you know disappeared right well I'm by you know disappeared right well I'm sure a lot of students are very used to sure a lot of students are very used to sure a lot of students are very used to generative AI at this point in terms of generative AI at this point in terms of generative AI at this point in terms of writing papers the wrong reasons but writing papers the wrong reasons but writing papers the wrong reasons but good exactly that's that's good that's good exactly that's that's good that's good exactly that's that's good that's good you know because getting their good you know because getting their good you know because getting their hands h on it some I mean I guess it hands h on it some I mean I guess it hands h on it some I mean I guess it depends on the the grade level or you

depends on the the grade level or you depends on the the grade level or you know where you are in your educational know where you are in your educational know where you are in your educational development process I mean uh you development process I mean uh you development process I mean uh you know I think what is ridiculous is when know I think what is ridiculous is when know I think what is ridiculous is when people say Hey you know you can use uh people say Hey you know you can use uh people say Hey you know you can use uh chat chat chat GPT uh to summarize books and uh and you GPT uh to summarize books and uh and you GPT uh to summarize books and uh and you know increase your learning productivity know increase your learning productivity know increase your learning productivity whatever the hell that means the thing whatever the hell that means the thing whatever the hell that means the thing is is that if you rob people of the is is that if you rob people of the is is that if you rob people of the opportunity to synthesize things which opportunity to synthesize things which opportunity to synthesize things which is like how you develop critical is like how you develop critical is like how you develop critical thinking capabilities sure what what thinking capabilities sure what what thinking capabilities sure what what kind of people are are we going to get kind of people are are we going to get kind of people are are we going to get graduating out of high school even well graduating out of high school even well graduating out of high school even well forget about college by that time forget about college by that time forget about college by that time they're going to be they're going to they're going to be they're going to they're going to be they're going to have rely on tools okay AI is a tool to have rely on tools okay AI is a tool to have rely on tools okay AI is a tool to do the the important thinking you know do the the important thinking you know do the the important thinking you know but Leon are you saying that we teach but Leon are you saying that we teach but Leon are you saying that we teach well how to do critical thinkings now well how to do critical thinkings now well how to do critical thinkings now without without without Tech that's what really really is it Tech that's what really really is it Tech that's what really really is it sucks right now we have a cut and paste sucks right now we have a cut and paste sucks right now we have a cut and paste culture and I've seen it you know as a culture and I've seen it you know as a culture and I've seen it you know as a partner principle with some of the partner principle with some of the partner principle with some of the leading uh you know size and consulting leading uh you know size and consulting leading uh you know size and consulting firms I I I've seen the the the quality firms I I I've seen the the the quality firms I I I've seen the the the quality of generations and how it's changed over of generations and how it's changed over of generations and how it's changed over time and I'll tell you um the cut and time and I'll tell you um the cut and time and I'll tell you um the cut and paste culture you know robs people of paste culture you know robs people of paste culture you know robs people of the ability to think although I would the ability to think although I would the ability to think although I would say like there I mean literally I I say like there I mean literally I I say like there I mean literally I I would get reports and you know drafts of

would get reports and you know drafts of would get reports and you know drafts of analyses that were Google searched yeah analyses that were Google searched yeah analyses that were Google searched yeah you know but yeah I think we had you know but yeah I think we had you know but yeah I think we had predecessor of this though in like um predecessor of this though in like um predecessor of this though in like um when Google search became much more when Google search became much more when Google search became much more mature and capable I know in my own mature and capable I know in my own mature and capable I know in my own kids' classes there was a lot of focus kids' classes there was a lot of focus kids' classes there was a lot of focus on how to best use that and how to on how to best use that and how to on how to best use that and how to Source your references and how to apply Source your references and how to apply Source your references and how to apply critical thinking skills with you know critical thinking skills with you know critical thinking skills with you know search engines as a tool and so I think search engines as a tool and so I think search engines as a tool and so I think schools are starting to sort of like schools are starting to sort of like schools are starting to sort of like they've already been sort of figuring they've already been sort of figuring they've already been sort of figuring out how to integrate that into their out how to integrate that into their out how to integrate that into their curriculum hopefully they'll figure out curriculum hopefully they'll figure out curriculum hopefully they'll figure out the same way like how would you use AI the same way like how would you use AI the same way like how would you use AI That's only if a teacher actually That's only if a teacher actually That's only if a teacher actually understands understands understands right I mean sure that they if they're right I mean sure that they if they're right I mean sure that they if they're scared of it and don't understand it scared of it and don't understand it scared of it and don't understand it they're no way going to judge a kid sure they're no way going to judge a kid sure they're no way going to judge a kid sure no I agree I it's got to be a good no I agree I it's got to be a good no I agree I it's got to be a good teacher it's got to be a school that teacher it's got to be a school that teacher it's got to be a school that cares and you know unfortunately that's cares and you know unfortunately that's cares and you know unfortunately that's not always the case well yeah I mean not always the case well yeah I mean not always the case well yeah I mean it's like simple math you you know when it's like simple math you you know when it's like simple math you you know when you're teaching math to a child for the you're teaching math to a child for the you're teaching math to a child for the first time do you give him a first time do you give him a first time do you give him a calculator I don't know do you I don't calculator I don't know do you I don't calculator I don't know do you I don't know does that help them does that know does that help them does that know does that help them does that really help them understand how how to really help them understand how how to really help them understand how how to do math like division multipli although do math like division multipli although do math like division multipli although they you know back in the day everyone they you know back in the day everyone they you know back in the day everyone said when calculators came out they're said when calculators came out they're said when calculators came out they're like oh people are going to lose their like oh people are going to lose their like oh people are going to lose their brain cells because they won't be doing brain cells because they won't be doing brain cells because they won't be doing long division in their head anymore or long division in their head anymore or long division in their head anymore or whatever and they kind of there was a whatever and they kind of there was a whatever and they kind of there was a little bit they kind of have I dude I little bit they kind of have I dude I little bit they kind of have I dude I can't I can't remember stuff because I can't I can't remember stuff because I can't I can't remember stuff because I have like a fraking have like a fraking have like a fraking smartphone we did offload half our smartphone we did offload half our smartphone we did offload half our brains to our smart we become lazy we

brains to our smart we become lazy we brains to our smart we become lazy we succumb to convenience and there's a succumb to convenience and there's a succumb to convenience and there's a consequence for that over time and like consequence for that over time and like consequence for that over time and like my wife she does that suduku stuff dude my wife she does that suduku stuff dude my wife she does that suduku stuff dude she can do like crazy stuff with uh you she can do like crazy stuff with uh you she can do like crazy stuff with uh you know um math in her head I can't do that know um math in her head I can't do that know um math in her head I can't do that I simply cannot do that I have to go you I simply cannot do that I have to go you I simply cannot do that I have to go you can play seduko on your phone and then can play seduko on your phone and then can play seduko on your phone and then you learn my calculator or's my smart I you learn my calculator or's my smart I you learn my calculator or's my smart I I always I go back to my looking at my I always I go back to my looking at my I always I go back to my looking at my grandmother in her Bakery in Elizabeth grandmother in her Bakery in Elizabeth grandmother in her Bakery in Elizabeth New Jersey who would fire high school New Jersey who would fire high school New Jersey who would fire high school kids if they weren't able to calculate kids if they weren't able to calculate kids if they weren't able to calculate in their head how much three rolls were in their head how much three rolls were in their head how much three rolls were four cookies were in a loaf of bread four cookies were in a loaf of bread four cookies were in a loaf of bread plus the tax in their head no plus the tax in their head no plus the tax in their head no calculators anywhere in that Bakery and calculators anywhere in that Bakery and calculators anywhere in that Bakery and my grandmother would fire you dumb you I my grandmother would fire you dumb you I my grandmother would fire you dumb you I go I knew no English coming into Ellis go I knew no English coming into Ellis go I knew no English coming into Ellis Island I you got to know math in your Island I you got to know math in your Island I you got to know math in your head my grandmother yelling at these head my grandmother yelling at these head my grandmother yelling at these girls dude I'm telling you and you know girls dude I'm telling you and you know girls dude I'm telling you and you know they have these Russian math schools they have these Russian math schools they have these Russian math schools where they teach you how to do math they where they teach you how to do math they where they teach you how to do math they don't give you a freaking calculator don't give you a freaking calculator don't give you a freaking calculator exactly and and these kids end up as exactly and and these kids end up as exactly and and these kids end up as they go through their uh you know Junior they go through their uh you know Junior they go through their uh you know Junior High and high school just being able to High and high school just being able to High and high school just being able to do math in their head yeah and if you do math in their head yeah and if you do math in their head yeah and if you ever wonder why everyone goes to Russia ever wonder why everyone goes to Russia ever wonder why everyone goes to Russia for for for mathematicians and scientists is well mathematicians and scientists is well mathematicians and scientists is well number one you have to be pretty good at number one you have to be pretty good at number one you have to be pretty good at math to be a science a really good math to be a science a really good math to be a science a really good scientist and they TR they know how to scientist and they TR they know how to scientist and they TR they know how to do math but it's not with a calculator do math but it's not with a calculator do math but it's not with a calculator it's like you actually understand math

it's like you actually understand math it's like you actually understand math logically how it works yeah it's logically how it works yeah it's logically how it works yeah it's programmed into your programmed into your programmed into your brain is carry the to to this right yeah brain is carry the to to this right yeah brain is carry the to to this right yeah yeah well maybe there's that maybe and yeah well maybe there's that maybe and yeah well maybe there's that maybe and that's one of the opportuni is moving that's one of the opportuni is moving that's one of the opportuni is moving forward for for young people is that forward for for young people is that forward for for young people is that there'll be those folks that do like there'll be those folks that do like there'll be those folks that do like those kind of intellectual shortcuts and those kind of intellectual shortcuts and those kind of intellectual shortcuts and other folks that can be more valuable to other folks that can be more valuable to other folks that can be more valuable to organizations because they can have that organizations because they can have that organizations because they can have that kind of critical thinking and logical kind of critical thinking and logical kind of critical thinking and logical thinking skills and you know I guess thinking skills and you know I guess thinking skills and you know I guess parents need to be on the lookout to parents need to be on the lookout to parents need to be on the lookout to make sure their kids are educated to to make sure their kids are educated to to make sure their kids are educated to to be productive but uh inevitably yeah I be productive but uh inevitably yeah I be productive but uh inevitably yeah I mean this there is a gravitational pull mean this there is a gravitational pull mean this there is a gravitational pull toward shortcuts and copy and paste and toward shortcuts and copy and paste and toward shortcuts and copy and paste and stuff like that and I think it's been stuff like that and I think it's been stuff like that and I think it's been there all the time it's just the tech there all the time it's just the tech there all the time it's just the tech has gotten better and better at doing it has gotten better and better at doing it has gotten better and better at doing it it's got yeah it's and then it's it's it's got yeah it's and then it's it's it's got yeah it's and then it's it's starting to infringe upon or impact uh starting to infringe upon or impact uh starting to infringe upon or impact uh different uh new areas of our our different uh new areas of our our different uh new areas of our our cognitive selves you know as hum well I cognitive selves you know as hum well I cognitive selves you know as hum well I used to form of BT when I was in grade used to form of BT when I was in grade used to form of BT when I was in grade school I used to like read the back of school I used to like read the back of school I used to like read the back of the book jacket for the book report and the book jacket for the book report and the book jacket for the book report and like then I would give my book report like then I would give my book report like then I would give my book report based on whatever it said on the inside based on whatever it said on the inside based on whatever it said on the inside of the book jacket I mean you know of the book jacket I mean you know of the book jacket I mean you know considering that Pete you and I are the considering that Pete you and I are the considering that Pete you and I are the only one that actually understands what only one that actually understands what only one that actually understands what a cliff note isff not was our chat GPT a cliff note isff not was our chat GPT a cliff note isff not was our chat GPT exactly yeah lots of people use cliff exactly yeah lots of people use cliff exactly yeah lots of people use cliff notes for the report we turned out okay notes for the report we turned out okay notes for the report we turned out okay turned out well it's funny I was talking turned out well it's funny I was talking turned out well it's funny I was talking to a CTO friend of mine and he's to a CTO friend of mine and he's to a CTO friend of mine and he's teaching his teenage kids about chat and teaching his teenage kids about chat and teaching his teenage kids about chat and how to use it in a reasonable

how to use it in a reasonable how to use it in a reasonable responsible way and he had to do a responsible way and he had to do a responsible way and he had to do a report for school did the report using report for school did the report using report for school did the report using some chat stuff brought it in the some chat stuff brought it in the some chat stuff brought it in the teacher brought them into the teacher brought them into the teacher brought them into the principal's office for principal's office for principal's office for plagiarism called my buddy the CTO into plagiarism called my buddy the CTO into plagiarism called my buddy the CTO into school they sat down and he turned school they sat down and he turned school they sat down and he turned around to the teacher and said so how around to the teacher and said so how around to the teacher and said so how old are you she goes I'm 52 years old old are you she goes I'm 52 years old old are you she goes I'm 52 years old goes so when you were in grade school goes so when you were in grade school goes so when you were in grade school did you ever go to the library did you did you ever go to the library did you did you ever go to the library did you ever look at micro fish did you ever do ever look at micro fish did you ever do ever look at micro fish did you ever do any kind of research or anything else any kind of research or anything else any kind of research or anything else did did you use that in your reports did did you use that in your reports did did you use that in your reports well you were plagiarizing back then too well you were plagiarizing back then too well you were plagiarizing back then too if you want to look at it you know from if you want to look at it you know from if you want to look at it you know from a equality standpoint n it's different a equality standpoint n it's different a equality standpoint n it's different as long as you were referencing it's as long as you were referencing it's as long as you were referencing it's okay it's different you know different you know um yeah I I mean I I I have to tell you um yeah I I mean I I I have to tell you um yeah I I mean I I I have to tell you um because of cliffnotes uh in many um because of cliffnotes uh in many um because of cliffnotes uh in many instances which I used occasionally I instances which I used occasionally I instances which I used occasionally I didn't use it all the time uh I'm didn't use it all the time uh I'm didn't use it all the time uh I'm well less well read honestly you know well less well read honestly you know well less well read honestly you know because I missed the opportunity of because I missed the opportunity of because I missed the opportunity of actually reading through the entire book actually reading through the entire book actually reading through the entire book and then picking up on the nuances so and then picking up on the nuances so and then picking up on the nuances so what what happens is you don't retain no what what happens is you don't retain no what what happens is you don't retain no I agree I agree I agree that anything quite honestly right you that anything quite honestly right you that anything quite honestly right you know Virginia wolf yeah okay I use the know Virginia wolf yeah okay I use the know Virginia wolf yeah okay I use the cliff notes for that because you were cliff notes for that because you were cliff notes for that because you were afraid of her damn book right and guess afraid of her damn book right and guess afraid of her damn book right and guess what know nothing about it don't

what know nothing about it don't what know nothing about it don't remember remember anything and that I remember remember anything and that I remember remember anything and that I don't know that's lots of kids also did don't know that's lots of kids also did don't know that's lots of kids also did um yeah lots of movies were made by um yeah lots of movies were made by um yeah lots of movies were made by these books and so a lot of kids would these books and so a lot of kids would these books and so a lot of kids would just go watch them although I read bolf just go watch them although I read bolf just go watch them although I read bolf cover to cover and I still don't cover to cover and I still don't cover to cover and I still don't understand what was going on in there understand what was going on in there understand what was going on in there adapted screenplays that are oftentimes adapted screenplays that are oftentimes adapted screenplays that are oftentimes only you know like maybe only you know like maybe only you know like maybe 20% that bolf thing that's when they 20% that bolf thing that's when they 20% that bolf thing that's when they were trying to teach us old English or were trying to teach us old English or were trying to teach us old English or whatever yeah that was tough English whatever yeah that was tough English whatever yeah that was tough English Canter tals I mean you know yeah Canter tals I mean you know yeah Canter tals I mean you know yeah Canterbury tals right exactly I read it Canterbury tals right exactly I read it Canterbury tals right exactly I read it but I don't think it helped but I don't think it helped but I don't think it helped me exactly did you remember Sports books me exactly did you remember Sports books me exactly did you remember Sports books if you were into that did you remember if you were into that did you remember if you were into that did you remember music books would if you were into that music books would if you were into that music books would if you were into that I mean because your interest was high I mean because your interest was high I mean because your interest was high then you read it and you remember yeah then you read it and you remember yeah then you read it and you remember yeah but it is a good good life lesson is but it is a good good life lesson is but it is a good good life lesson is like you should always be reading a book like you should always be reading a book like you should always be reading a book I always try to have one book in you I always try to have one book in you I always try to have one book in you know every couple of weeks read a book know every couple of weeks read a book know every couple of weeks read a book it's not that hard it's a good instead it's not that hard it's a good instead it's not that hard it's a good instead of scrolling on Doom scrolling on your of scrolling on Doom scrolling on your of scrolling on Doom scrolling on your phone right stop yourself read 10 20 phone right stop yourself read 10 20 phone right stop yourself read 10 20 pages of a book you'll you'll be happier pages of a book you'll you'll be happier pages of a book you'll you'll be happier about it yeah I had a conversation with about it yeah I had a conversation with about it yeah I had a conversation with a whole group of people saying when you a whole group of people saying when you a whole group of people saying when you get on Sunday your screen time and what get on Sunday your screen time and what get on Sunday your screen time and what you spent on the last week it should be you spent on the last week it should be you spent on the last week it should be lower than the week lower than the week lower than the week before that's wisdom there making me before that's wisdom there making me before that's wisdom there making me feel really feel really feel really bad the rest of us are doom scrolling bad the rest of us are doom scrolling bad the rest of us are doom scrolling about AI taking over the planet and no about AI taking over the planet and no about AI taking over the planet and no jobs and all in jobs and all in jobs and all in poverty yeah well you know you you can poverty yeah well you know you you can poverty yeah well you know you you can just be you know it's just going to be a just be you know it's just going to be a just be you know it's just going to be a competition for generating crap I'm

competition for generating crap I'm competition for generating crap I'm gonna go take the welding class no oh gonna go take the welding class no oh gonna go take the welding class no oh dude dude well you you you would make go dude dude well you you you would make go dude dude well you you you would make go and cut hair man you would make a lot of and cut hair man you would make a lot of and cut hair man you would make a lot of money in France for that because we as money in France for that because we as money in France for that because we as we we stop investing in nuclear reactors we we stop investing in nuclear reactors we we stop investing in nuclear reactors and powers and we can't find the welders and powers and we can't find the welders and powers and we can't find the welders anymore because it requires very anymore because it requires very anymore because it requires very specific welding skills which are gone specific welding skills which are gone specific welding skills which are gone apparently right right well you know apparently right right well you know apparently right right well you know what it's interesting I had Ian cutus on what it's interesting I had Ian cutus on what it's interesting I had Ian cutus on my uh my podcast for next curve and he my uh my podcast for next curve and he my uh my podcast for next curve and he made it interesting statement um you made it interesting statement um you made it interesting statement um you know actually the data centers in the know actually the data centers in the know actually the data centers in the world are maxed out um the Big Challenge world are maxed out um the Big Challenge world are maxed out um the Big Challenge now for gener of AI is how do you get now for gener of AI is how do you get now for gener of AI is how do you get these massive uh AI HPC these massive uh AI HPC these massive uh AI HPC systems uh power efficient enough so systems uh power efficient enough so systems uh power efficient enough so that you can you can squeeze them in you that you can you can squeeze them in you that you can you can squeeze them in you know so we're already constrained we're know so we're already constrained we're know so we're already constrained we're already resource already resource already resource constrained and um So eventually this constrained and um So eventually this constrained and um So eventually this stuff is just simply going to hit a wall stuff is just simply going to hit a wall stuff is just simply going to hit a wall and one of the one of the questions I and one of the one of the questions I and one of the one of the questions I wanted you to ask him was what if we got wanted you to ask him was what if we got wanted you to ask him was what if we got rid of the 80% of the data that's in in rid of the 80% of the data that's in in rid of the 80% of the data that's in in the data centers that are useless pieces the data centers that are useless pieces the data centers that are useless pieces of information y I had that conversation of information y I had that conversation of information y I had that conversation at um you know I went to Silver Linings at um you know I went to Silver Linings at um you know I went to Silver Linings it was a gentleman I forgot he's going it was a gentleman I forgot he's going it was a gentleman I forgot he's going to kill me uh see this is the problem to kill me uh see this is the problem to kill me uh see this is the problem this is this thing by the way I have a this is this thing by the way I have a this is this thing by the way I have a flip flone now you over got the Motorola flip flone now you over got the Motorola flip flone now you over got the Motorola Razor plus it's pretty cool yeah look at Razor plus it's pretty cool yeah look at Razor plus it's pretty cool yeah look at that wow yeah gotta get the one that

that wow yeah gotta get the one that that wow yeah gotta get the one that bends bends bends back so yeah really nice phone but back so yeah really nice phone but back so yeah really nice phone but anyway um what was I saying anyway um what was I saying anyway um what was I saying yeah exactly that yeah you know there's yeah exactly that yeah you know there's yeah exactly that yeah you know there's so much redundant [ __ ] all over the so much redundant [ __ ] all over the so much redundant [ __ ] all over the place you know think about CDN there's place you know think about CDN there's place you know think about CDN there's duplicate copies of everything duplicate copies of everything duplicate copies of everything everywhere yeah I think there'll be everywhere yeah I think there'll be everywhere yeah I think there'll be tools I have a I know a guy has a tools I have a I know a guy has a tools I have a I know a guy has a company out in New York that does some company out in New York that does some company out in New York that does some kind of like uh container hydration kind of like uh container hydration kind of like uh container hydration dehydration techn ology so they sort of dehydration techn ology so they sort of dehydration techn ology so they sort of can take your Cloud instance and save can take your Cloud instance and save can take your Cloud instance and save you like 20 30% on your Cloud bills you like 20 30% on your Cloud bills you like 20 30% on your Cloud bills because they'll analyze what you're because they'll analyze what you're because they'll analyze what you're using and what you don't need and using and what you don't need and using and what you don't need and they'll they'll sort of dehydrate it a they'll they'll sort of dehydrate it a they'll they'll sort of dehydrate it a little bit so I think you're GNA see a little bit so I think you're GNA see a little bit so I think you're GNA see a lot more uh people you're gonna see lot more uh people you're gonna see lot more uh people you're gonna see allocation and pricing differences on allocation and pricing differences on allocation and pricing differences on workloads pretty extreme I know that workloads pretty extreme I know that workloads pretty extreme I know that some of the hyperscalers I've heard are some of the hyperscalers I've heard are some of the hyperscalers I've heard are already rationing AI workloads um and so already rationing AI workloads um and so already rationing AI workloads um and so you're going to see pricing in there you're going to see pricing in there you're going to see pricing in there you're going to see uh I think people you're going to see uh I think people you're going to see uh I think people finding spare racks in strange places finding spare racks in strange places finding spare racks in strange places and moving workloads there so you're and moving workloads there so you're and moving workloads there so you're going to see more virtualization of going to see more virtualization of going to see more virtualization of smaller Edge data centers to complement smaller Edge data centers to complement smaller Edge data centers to complement the hyperscalers just because there the hyperscalers just because there the hyperscalers just because there isn't the space and the power so it's isn't the space and the power so it's isn't the space and the power so it's going to be interesting it's going to be going to be interesting it's going to be going to be interesting it's going to be a great opportunity for folks to build a great opportunity for folks to build a great opportunity for folks to build the kind of tools for orchestration the kind of tools for orchestration the kind of tools for orchestration automation you know automation you know automation you know dehydration all kinds of cool stuff to dehydration all kinds of cool stuff to dehydration all kinds of cool stuff to to make you're right there isn't enough to make you're right there isn't enough to make you're right there isn't enough as we go back to on Prem Pete we're as we go back to on Prem Pete we're as we go back to on Prem Pete we're gonna go back to on Prem there aren't gonna go back to on Prem there aren't gonna go back to on Prem there aren't enough racks in the world and enough enough racks in the world and enough enough racks in the world and enough enough you know electrons basically at

enough you know electrons basically at enough you know electrons basically at this point to to run all the workloads this point to to run all the workloads this point to to run all the workloads we need so we're gonna get in b r bring we need so we're gonna get in b r bring we need so we're gonna get in b r bring your own rack yeah b your own rack yeah b your own rack yeah b r bring your own rack and plug it in r bring your own rack and plug it in r bring your own rack and plug it in there you go I did see someone talking there you go I did see someone talking there you go I did see someone talking about having a online or whatever about having a online or whatever about having a online or whatever session on session on session on repatriation from the cloud or something repatriation from the cloud or something repatriation from the cloud or something like like like that like that big that like that big that like that big thing a neighbor who does digital thing a neighbor who does digital thing a neighbor who does digital transformation and he he we talked about transformation and he he we talked about transformation and he he we talked about it yesterday actually the idea that it yesterday actually the idea that it yesterday actually the idea that there are clients that of his CTO that there are clients that of his CTO that there are clients that of his CTO that are sitting there going you know what are sitting there going you know what are sitting there going you know what why don't we just put a small Rack in why don't we just put a small Rack in why don't we just put a small Rack in each one of our offices and just do it each one of our offices and just do it each one of our offices and just do it out of that yeah but they're not doing out of that yeah but they're not doing out of that yeah but they're not doing that for everything they're just you that for everything they're just you that for everything they're just you know one of the big um one of the big um know one of the big um one of the big um know one of the big um one of the big um drivers of this is fops right U people drivers of this is fops right U people drivers of this is fops right U people actually now have good visibility to how actually now have good visibility to how actually now have good visibility to how much they're spending in the in the much they're spending in the in the much they're spending in the in the cloud for certain workloads ver and then cloud for certain workloads ver and then cloud for certain workloads ver and then being able to compare that with how much being able to compare that with how much being able to compare that with how much would it cost for us to run this thing would it cost for us to run this thing would it cost for us to run this thing uh inhouse right and so C using that but uh inhouse right and so C using that but uh inhouse right and so C using that but but the finops my understanding is but the finops my understanding is but the finops my understanding is finops transactions at least the serious finops transactions at least the serious finops transactions at least the serious finops transactions finops transactions finops transactions require high security low latency they require high security low latency they require high security low latency they run on IBM you know mainframes you know run on IBM you know mainframes you know run on IBM you know mainframes you know with IBM chips and like the the the like with IBM chips and like the the the like with IBM chips and like the the the like like the you know like the Traders and like the you know like the Traders and like the you know like the Traders and stuff like that like really high stuff like that like really high stuff like that like really high performance that's not what I'm talking performance that's not what I'm talking performance that's not what I'm talking about financial opts for

about financial opts for about financial opts for your it's like all the tools that help your it's like all the tools that help your it's like all the tools that help you it originates from CMP or Cloud you it originates from CMP or Cloud you it originates from CMP or Cloud management platform but you know there's management platform but you know there's management platform but you know there's Cloud cost and performance visibility Cloud cost and performance visibility Cloud cost and performance visibility thing that was actually at next curve I thing that was actually at next curve I thing that was actually at next curve I tried to promote a lot of this stuff at tried to promote a lot of this stuff at tried to promote a lot of this stuff at the very beginning it's just that people the very beginning it's just that people the very beginning it's just that people didn't know about it now like companies didn't know about it now like companies didn't know about it now like companies like a lot of the itsm companies like like a lot of the itsm companies like like a lot of the itsm companies like service now and etc etc there is service now and etc etc there is service now and etc etc there is becoming mainstream right and so when becoming mainstream right and so when becoming mainstream right and so when you look at managing a multicloud um you you look at managing a multicloud um you you look at managing a multicloud um you know uh portfolio now you have tools to know uh portfolio now you have tools to know uh portfolio now you have tools to basically compare um what you know the basically compare um what you know the basically compare um what you know the economics of uh placing workloads and economics of uh placing workloads and economics of uh placing workloads and maintaining and running arbitr you know maintaining and running arbitr you know maintaining and running arbitr you know with different uh Cloud Partners but with different uh Cloud Partners but with different uh Cloud Partners but also in-house so you know hyoc cloud is also in-house so you know hyoc cloud is also in-house so you know hyoc cloud is a thing you have a fabric so you now you a thing you have a fabric so you now you a thing you have a fabric so you now you can make those assessments whether or can make those assessments whether or can make those assessments whether or not you do it in a private Cloud on Prem not you do it in a private Cloud on Prem not you do it in a private Cloud on Prem or in the public Cloud right how else or in the public Cloud right how else or in the public Cloud right how else you g to negotiate with AWS you know on you g to negotiate with AWS you know on you g to negotiate with AWS you know on your on your monthly bill you that was your on your monthly bill you that was your on your monthly bill you that was the whole idea it's a cloud brokerage the whole idea it's a cloud brokerage the whole idea it's a cloud brokerage and brokerage yeah Arbitrage well you and brokerage yeah Arbitrage well you and brokerage yeah Arbitrage well you know one of the things I know know one of the things I know know one of the things I know hyperscalers are doing right now is hyperscalers are doing right now is hyperscalers are doing right now is they're buying out all of these Bitcoin they're buying out all of these Bitcoin they're buying out all of these Bitcoin mining mining mining operations uh that they can find so that operations uh that they can find so that operations uh that they can find so that they can reuse those they can reuse those they can reuse those racks and that for their AI workload racks and that for their AI workload racks and that for their AI workload so you invested heavily in in a Bitcoin so you invested heavily in in a Bitcoin so you invested heavily in in a Bitcoin Farm out in Eastern Washington or

Farm out in Eastern Washington or Farm out in Eastern Washington or whatever you're going to be in the money whatever you're going to be in the money whatever you're going to be in the money because that's going to turn into an because that's going to turn into an because that's going to turn into an Azure data center a lot asex though on Azure data center a lot asex though on Azure data center a lot asex though on the barn that that shed behind the barn the barn that that shed behind the barn the barn that that shed behind the barn is now going to be a aure I have an is now going to be a aure I have an is now going to be a aure I have an apple orchard and I have a barn with apple orchard and I have a barn with apple orchard and I have a barn with racks in them is that what I have there racks in them is that what I have there racks in them is that what I have there you go that's right so always you go that's right so always you go that's right so always seeing biot going out on the Eastern end seeing biot going out on the Eastern end seeing biot going out on the Eastern end of of of Washington the IC is going to be in near Washington the IC is going to be in near Washington the IC is going to be in near Iraq in your bar that's we we found the Iraq in your bar that's we we found the Iraq in your bar that's we we found the use case for the aipc finally finally use case for the aipc finally finally use case for the aipc finally finally it's a not a PC it's a rack maybe you it's a not a PC it's a rack maybe you it's a not a PC it's a rack maybe you should launch that the AI RQ the iot should launch that the AI RQ the iot should launch that the AI RQ the iot coffee shop AA I love the AA that's good coffee shop AA I love the AA that's good coffee shop AA I love the AA that's good yeah we are uh we're bringing more and yeah we are uh we're bringing more and yeah we are uh we're bringing more and more products to market right here more products to market right here more products to market right here really really really are ideas begin right here yeah exact so are ideas begin right here yeah exact so are ideas begin right here yeah exact so F marketer well you F marketer well you F marketer well you know we only need the idea and the know we only need the idea and the know we only need the idea and the critical thinking and AI will do the critical thinking and AI will do the critical thinking and AI will do the rest so oh yeah just it's the new rest so oh yeah just it's the new rest so oh yeah just it's the new model you know what's incredible is we model you know what's incredible is we model you know what's incredible is we we do these these rants without we do these these rants without we do these these rants without alcohol in the alcohol in the alcohol in the morning maybe we should try morning maybe we should try morning maybe we should try we really right I think you're right we we really right I think you're right we we really right I think you're right we might need to try that yeah we do need might need to try that yeah we do need might need to try that yeah we do need to do a live version in a pub someplace to do a live version in a pub someplace to do a live version in a pub someplace and see where the conversation goes but and see where the conversation goes but and see where the conversation goes but we do an iot how was a one selection by

we do an iot how was a one selection by we do an iot how was a one selection by Rob that would be good live stream it Rob that would be good live stream it Rob that would be good live stream it good wine tasting yeah yeah so who's good wine tasting yeah yeah so who's good wine tasting yeah yeah so who's going to mwc one person one that's amazing on the mwc one person one that's amazing on the fence yeah i' go but my oldest son is fence yeah i' go but my oldest son is fence yeah i' go but my oldest son is we're their wedding is literally the day we're their wedding is literally the day we're their wedding is literally the day before Oh really congratulations man before Oh really congratulations man before Oh really congratulations man yeah yeah so I can't make it but I think yeah yeah so I can't make it but I think yeah yeah so I can't make it but I think about you know obviously iot stars and about you know obviously iot stars and about you know obviously iot stars and all the stuff because I've been having all the stuff because I've been having all the stuff because I've been having people reaching out to me asking about people reaching out to me asking about people reaching out to me asking about iot stars and when are we getting iot stars and when are we getting iot stars and when are we getting together in Barcelona and I'm like H together in Barcelona and I'm like H together in Barcelona and I'm like H yeah not we got a national basketball yeah not we got a national basketball yeah not we got a national basketball tournament I'm gonna miss you dude tournament I'm gonna miss you dude tournament I'm gonna miss you dude you're you're you're uh this will be my you're you're you're uh this will be my you're you're you're uh this will be my first time to miss in a long time yeah first time to miss in a long time yeah first time to miss in a long time yeah you're my my my I mean I I rarely ever you're my my my I mean I I rarely ever you're my my my I mean I I rarely ever say this but you're my partner in crime say this but you're my partner in crime say this but you're my partner in crime dude I'm going to start crying I'm for cl yeah um oh wow I'm surprised that so cl yeah um oh wow I'm surprised that so Steve you're not going no First Time and Steve you're not going no First Time and Steve you're not going no First Time and Forever also oh yeah see you know no 3 Forever also oh yeah see you know no 3 Forever also oh yeah see you know no 3 GSM for GSM for GSM for us yeah right well this this should be a us yeah right well this this should be a us yeah right well this this should be a this should be really really interesting this should be really really interesting this should be really really interesting year just because it's so freaking year just because it's so freaking year just because it's so freaking brutal if you saw like the Ericson um brutal if you saw like the Ericson um brutal if you saw like the Ericson um results yeah bad bad that was that was results yeah bad bad that was that was results yeah bad bad that was that was brutal um and then everyone's anchoring

brutal um and then everyone's anchoring brutal um and then everyone's anchoring their hopes on you their hopes on you their hopes on you know techco and what's this other thing know techco and what's this other thing know techco and what's this other thing talk about iot stars and he pops up what talk about iot stars and he pops up what talk about iot stars and he pops up what the hell is that yeah he just said the the hell is that yeah he just said the the hell is that yeah he just said the words iot stars and Mark appears words iot stars and Mark appears words iot stars and Mark appears unbelievable we are unbelievable what a unbelievable we are unbelievable what a unbelievable we are unbelievable what a team I love it Mark hell you guys team I love it Mark hell you guys team I love it Mark hell you guys talking about I don't think he can hear talking about I don't think he can hear talking about I don't think he can hear us it's not connected yet maybe yeah hey us it's not connected yet maybe yeah hey us it's not connected yet maybe yeah hey yeah we have to use sign language to yeah we have to use sign language to yeah we have to use sign language to communicate with them Mark Mark what communicate with them Mark Mark what communicate with them Mark Mark what we're saying is literally we brought up we're saying is literally we brought up we're saying is literally we brought up iot Stars literally a minute ago for the iot Stars literally a minute ago for the iot Stars literally a minute ago for the first time you pop up oh oh yeah what first time you pop up oh oh yeah what first time you pop up oh oh yeah what did you say about iot stars good or bad did you say about iot stars good or bad did you say about iot stars good or bad good were talking about it I was uh I good were talking about it I was uh I good were talking about it I was uh I was saying I've had different friends was saying I've had different friends was saying I've had different friends reaching out hey am I going to see you reaching out hey am I going to see you reaching out hey am I going to see you in mwc tell me about iot stars and I was in mwc tell me about iot stars and I was in mwc tell me about iot stars and I was just saying I'm not going to be able to just saying I'm not going to be able to just saying I'm not going to be able to go because my oldest son's having go because my oldest son's having go because my oldest son's having getting married we have a wedding that's getting married we have a wedding that's getting married we have a wedding that's so I can't go um but people but I've so I can't go um but people but I've so I can't go um but people but I've been telling people make sure you go to been telling people make sure you go to been telling people make sure you go to iot Stars you know that's where it's at iot Stars you know that's where it's at iot Stars you know that's where it's at um is there any stars any stars what yeah what yeah what yeah I I I your yeah your audio is your yeah your audio is your yeah your audio is cutting yeah can you hear me now yes cutting yeah can you hear me now yes cutting yeah can you hear me now yes much better so what I said is that

much better so what I said is that much better so what I said is that McKenzie organizes a an event uh on McKenzie organizes a an event uh on McKenzie organizes a an event uh on Monday same time that I starts oh really Monday same time that I starts oh really Monday same time that I starts oh really and you'll generate more people than and you'll generate more people than and you'll generate more people than them yeah no one wants to listen to them yeah no one wants to listen to them yeah no one wants to listen to their crap I I I don't know what they're their crap I I I don't know what they're their crap I I I don't know what they're going to say that we don't going to say that we don't going to say that we don't already said like three years ago right already said like three years ago right already said like three years ago right I mean honestly seriously seriously and I mean honestly seriously seriously and I mean honestly seriously seriously and you know they're they're gonna they're you know they're they're gonna they're you know they're they're gonna they're going to be saying stuff that we are going to be saying stuff that we are going to be saying stuff that we are telling people not telling people not telling people not to believe don't do it for the next to believe don't do it for the next to believe don't do it for the next three years so I I I I really don't know three years so I I I I really don't know three years so I I I I really don't know I mean you know for the the whole I mean you know for the the whole I mean you know for the the whole generative AI forecast you know BCG with generative AI forecast you know BCG with generative AI forecast you know BCG with their their I mean I'm starting to see their their I mean I'm starting to see their their I mean I'm starting to see that these um numbers show up in uh that these um numbers show up in uh that these um numbers show up in uh these promotional um you know prompt these promotional um you know prompt these promotional um you know prompt engineering uh engineering uh engineering uh promotions you know it's like did you promotions you know it's like did you promotions you know it's like did you read the report did you critically think read the report did you critically think read the report did you critically think through how they came up with this stuff through how they came up with this stuff through how they came up with this stuff do you know what these words do you know what these words do you know what these words mean it's you mean it's you mean it's you know the early studies on the impact of know the early studies on the impact of know the early studies on the impact of generative AI on productivity are so generative AI on productivity are so generative AI on productivity are so poorly done it's not even funny yet poorly done it's not even funny yet poorly done it's not even funny yet they're getting headlined they're getting headlined they're getting headlined you know but then these are the these you know but then these are the these you know but then these are the these are the this is the nonsense that's are the this is the nonsense that's are the this is the nonsense that's going to create the crash yeah going to create the crash yeah going to create the crash yeah right it's and so you know if you want right it's and so you know if you want right it's and so you know if you want to make money in generative AI the money to make money in generative AI the money to make money in generative AI the money isn't getting paid to shill this

isn't getting paid to shill this isn't getting paid to shill this nonsense I mean there's going to be nonsense I mean there's going to be nonsense I mean there's going to be great money in it but where's the great money in it but where's the great money in it but where's the productivity well but I think what we'll productivity well but I think what we'll productivity well but I think what we'll see the only time we'll really get see the only time we'll really get see the only time we'll really get productivity data back is after people productivity data back is after people productivity data back is after people really use some of this stuff for an really use some of this stuff for an really use some of this stuff for an extended period of time in their extended period of time in their extended period of time in their Enterprise and can really show some data Enterprise and can really show some data Enterprise and can really show some data and that's going to take time you can't and that's going to take time you can't and that's going to take time you can't forecast that you need to almost you forecast that you need to almost you forecast that you need to almost you just need to collect it and analyze it just need to collect it and analyze it just need to collect it and analyze it and then look at it and I think and then look at it and I think and then look at it and I think forecasting stuff is going to be nuts forecasting stuff is going to be nuts forecasting stuff is going to be nuts and imagine how hard that is because and imagine how hard that is because and imagine how hard that is because keep in mind I used to work for the siis keep in mind I used to work for the siis keep in mind I used to work for the siis and the consulting and the consulting and the consulting firms the retrospectives almost no one firms the retrospectives almost no one firms the retrospectives almost no one ever does when you come up with these ever does when you come up with these ever does when you come up with these Decks that say hey we had XY you know Decks that say hey we had XY you know Decks that say hey we had XY you know they have a huge challenge attributing they have a huge challenge attributing they have a huge challenge attributing benefit and it also behooves the the benefit and it also behooves the the benefit and it also behooves the the client or right the customer company to client or right the customer company to client or right the customer company to say something good that their their say something good that their their say something good that their their project justify their purchase because project justify their purchase because project justify their purchase because they already sunk the money in so it's they already sunk the money in so it's they already sunk the money in so it's like well let me show you how much how like well let me show you how much how like well let me show you how much how smart I am by making this deal yeah be smart I am by making this deal yeah be smart I am by making this deal yeah be interesting I'm sure Microsoft will to interesting I'm sure Microsoft will to interesting I'm sure Microsoft will to their co-pilot stats and have a bunch of their co-pilot stats and have a bunch of their co-pilot stats and have a bunch of case studies of companies that went from case studies of companies that went from case studies of companies that went from a 100 employees and they could lay off a 100 employees and they could lay off a 100 employees and they could lay off half their employees and be twice as half their employees and be twice as half their employees and be twice as productive with copilot not even dude I productive with copilot not even dude I productive with copilot not even dude I made that thing hallucinate so bad at made that thing hallucinate so bad at made that thing hallucinate so bad at CES it's it's not even a joke I mean you CES it's it's not even a joke I mean you CES it's it's not even a joke I mean you know hey you can you can have it do uh know hey you can you can have it do uh know hey you can you can have it do uh book your airline tickets it's like well book your airline tickets it's like well book your airline tickets it's like well you know um get you a ticket that you know um get you a ticket that you know um get you a ticket that doesn't doesn't doesn't exist you know I

exist you know I exist you know I mean what it was doing in front of mean what it was doing in front of mean what it was doing in front of product product product people that went holy crap I people that went holy crap I people that went holy crap I like I think the Mystique comes fromone like I think the Mystique comes fromone like I think the Mystique comes fromone like said earlier that it's it's again like said earlier that it's it's again like said earlier that it's it's again it's a very crazy technology because it's a very crazy technology because it's a very crazy technology because it's actually not technology it's it's actually not technology it's it's actually not technology it's language so people can it's this black language so people can it's this black language so people can it's this black box you talk to and you get something box you talk to and you get something box you talk to and you get something out so people don't understand how the out so people don't understand how the out so people don't understand how the black box works and they will never but black box works and they will never but black box works and they will never but because it's language you know before because it's language you know before because it's language you know before again it was python it was cql it was C again it was python it was cql it was C again it was python it was cql it was C it was hell it was R whatever crap it was hell it was R whatever crap it was hell it was R whatever crap freaking statistical language now it's freaking statistical language now it's freaking statistical language now it's oh I talk to it I write to it it replies oh I talk to it I write to it it replies oh I talk to it I write to it it replies to me so people are going to imagine to me so people are going to imagine to me so people are going to imagine whatever they want about it not really whatever they want about it not really whatever they want about it not really so I don't know I mean I think it is I so I don't know I mean I think it is I so I don't know I mean I think it is I think it is a technology it is I mean think it is a technology it is I mean think it is a technology it is I mean it's it's it's Tak to do something yeah but it's the Tak to do something yeah but it's the Tak to do something yeah but it's the accessibility of the technology before accessibility of the technology before accessibility of the technology before if I'm random person say oh I need to go if I'm random person say oh I need to go if I'm random person say oh I need to go to all these language and containers and to all these language and containers and to all these language and containers and cloud and Edge and all this crap all cloud and Edge and all this crap all cloud and Edge and all this crap all teys that by the way that's why I pay teys that by the way that's why I pay teys that by the way that's why I pay 400k per year a guy do it for me now I 400k per year a guy do it for me now I 400k per year a guy do it for me now I can there's all of that there as well can there's all of that there as well can there's all of that there as well right I mean all of that kind of sits on right I mean all of that kind of sits on right I mean all of that kind of sits on the back end and it and it still has to the back end and it and it still has to the back end and it and it still has to do that it still has to draw from some do that it still has to draw from some do that it still has to draw from some level of microservices it still has to level of microservices it still has to level of microservices it still has to have some level of you know data access have some level of you know data access have some level of you know data access and everything so I mean think and everything so I mean think and everything so I mean think separating separ Bull from the tech is separating separ Bull from the tech is separating separ Bull from the tech is is yeah it's true I'm not saying this is is yeah it's true I'm not saying this is is yeah it's true I'm not saying this is wrong but well the other difference that wrong but well the other difference that wrong but well the other difference that we've we we we've come with 20 years as

we've we we we've come with 20 years as we've we we we've come with 20 years as a service so you you don't need to build a service so you you don't need to build a service so you you don't need to build the stuff the stuff is on shelf and now the stuff the stuff is on shelf and now the stuff the stuff is on shelf and now you and there's also this impression you and there's also this impression you and there's also this impression that you take the stuff on shelf you put that you take the stuff on shelf you put that you take the stuff on shelf you put more data and it gets better which is more data and it gets better which is more data and it gets better which is very little technical no I'm not saying very little technical no I'm not saying very little technical no I'm not saying it is is a perception that's why people it is is a perception that's why people it is is a perception that's why people are going toward expert systems expert are going toward expert systems expert are going toward expert systems expert models um you know they they get diluted models um you know they they get diluted models um you know they they get diluted um and then they become useless the the um and then they become useless the the um and then they become useless the the thing is um you're absolutely right dude thing is um you're absolutely right dude thing is um you're absolutely right dude and we've been saying iot coffee talk and we've been saying iot coffee talk and we've been saying iot coffee talk forever maybe we keep saying until it forever maybe we keep saying until it forever maybe we keep saying until it you know sinks into people's heads we're you know sinks into people's heads we're you know sinks into people's heads we're not criticizing the techn technology is not criticizing the techn technology is not criticizing the techn technology is what it is we criticize the hype because what it is we criticize the hype because what it is we criticize the hype because the hype does the damage I mean you want the hype does the damage I mean you want the hype does the damage I mean you want damage I mean look at where all of the damage I mean look at where all of the damage I mean look at where all of the you the you the you the Western uh freaking um where all of the Western uh freaking um where all of the Western uh freaking um where all of the western um Mobile Wireless tech western um Mobile Wireless tech western um Mobile Wireless tech companies are companies are companies are today they're under the threat of today they're under the threat of today they're under the threat of Disappearing and Huawei who ditched all Disappearing and Huawei who ditched all Disappearing and Huawei who ditched all of the 5G [ __ ] narrative for about of the 5G [ __ ] narrative for about of the 5G [ __ ] narrative for about three years ago people don't know this three years ago people don't know this three years ago people don't know this right that's why you have to be there right that's why you have to be there right that's why you have to be there you don't realize rely on some stupid you don't realize rely on some stupid you don't realize rely on some stupid chatbot they ditched this stuff three chatbot they ditched this stuff three chatbot they ditched this stuff three years ago and they're they're killing years ago and they're they're killing years ago and they're they're killing it and then everyone else is on life it and then everyone else is on life it and then everyone else is on life support is because they were drinking support is because they were drinking support is because they were drinking the Kool-Aid right and they were making the Kool-Aid right and they were making the Kool-Aid right and they were making stupid bets and you can't tell me that stupid bets and you can't tell me that stupid bets and you can't tell me that the hype doesn't cause a lot of problems

the hype doesn't cause a lot of problems the hype doesn't cause a lot of problems it doesn't in fact destroys investor it doesn't in fact destroys investor it doesn't in fact destroys investor value and it doesn't uplift value and it doesn't uplift value and it doesn't uplift productivity at all productivity at all productivity at all I mean well they call it Kool-Aid for a I mean well they call it Kool-Aid for a I mean well they call it Kool-Aid for a reason you know I mean yeah yeah not reason you know I mean yeah yeah not reason you know I mean yeah yeah not because it's nutrious satisfying drink because it's nutrious satisfying drink because it's nutrious satisfying drink you know oh yeah but there's a lot of you know oh yeah but there's a lot of you know oh yeah but there's a lot of people hooked on that stuff right only people hooked on that stuff right only people hooked on that stuff right only in certain uh camps yes yeah no I think in certain uh camps yes yeah no I think in certain uh camps yes yeah no I think it's like when we we were kind of going it's like when we we were kind of going it's like when we we were kind of going into what's happening for mwc and Telco into what's happening for mwc and Telco into what's happening for mwc and Telco and Ericson results and Stu I think and Ericson results and Stu I think and Ericson results and Stu I think there's a lot of this no you know what I there's a lot of this no you know what I there's a lot of this no you know what I call it saving Telco from itself is um call it saving Telco from itself is um call it saving Telco from itself is um one of the tenants of saving Telco from one of the tenants of saving Telco from one of the tenants of saving Telco from itself is dialing down the Futurama itself is dialing down the Futurama itself is dialing down the Futurama dialing down the the you know getting dialing down the the you know getting dialing down the the you know getting much more practical and tangible about much more practical and tangible about much more practical and tangible about solving business problems and stop solving business problems and stop solving business problems and stop selling the future 10 20 years from now selling the future 10 20 years from now selling the future 10 20 years from now and start solving the problems of today and start solving the problems of today and start solving the problems of today and Telos that do that you know that are and Telos that do that you know that are and Telos that do that you know that are solution mindset that are doing that are solution mindset that are doing that are solution mindset that are doing that are going to thrive and why why has open ran going to thrive and why why has open ran going to thrive and why why has open ran gone nowhere any of the none of the gone nowhere any of the none of the gone nowhere any of the none of the vendors are doing well I mean why well vendors are doing well I mean why well vendors are doing well I mean why well because I mean at the end of the day because I mean at the end of the day because I mean at the end of the day transport is transport you're at the transport is transport you're at the transport is transport you're at the lower level of the stack I mean you're lower level of the stack I mean you're lower level of the stack I mean you're moving bits that's what you do you're moving bits that's what you do you're moving bits that's what you do you're the plumbing not saying that plumbing is the plumbing not saying that plumbing is the plumbing not saying that plumbing is not important but D you're not the not important but D you're not the not important but D you're not the reason why yeah and then you might a reason why yeah and then you might a reason why yeah and then you might a dumb pipe but I want a great pipe so dumb pipe but I want a great pipe so dumb pipe but I want a great pipe so focus on that give me the greatest pipe focus on that give me the greatest pipe focus on that give me the greatest pipe being a great pipe is nothing wrong with being a great pipe is nothing wrong with being a great pipe is nothing wrong with that yeah before trying to sell me iot that yeah before trying to sell me iot that yeah before trying to sell me iot and security services and MDM and all and security services and MDM and all and security services and MDM and all these things which have been trying for

these things which have been trying for these things which have been trying for years and I think some some Telos have a years and I think some some Telos have a years and I think some some Telos have a solution mindset and done a have a p&l solution mindset and done a have a p&l solution mindset and done a have a p&l around that and they can do a good J job around that and they can do a good J job around that and they can do a good J job on it and then other folks you know have on it and then other folks you know have on it and then other folks you know have a you know focus on the pipe and I think a you know focus on the pipe and I think a you know focus on the pipe and I think you need to kind of choose your lane you need to kind of choose your lane you need to kind of choose your lane like which one you want when they bring like which one you want when they bring like which one you want when they bring in their solutions to a lot of in their solutions to a lot of in their solutions to a lot of Corporations a lot of times they only Corporations a lot of times they only Corporations a lot of times they only want them to buy the pipe that they want them to buy the pipe that they want them to buy the pipe that they provide right and a lot of people won't provide right and a lot of people won't provide right and a lot of people won't buy that I mean Mark knows this from a buy that I mean Mark knows this from a buy that I mean Mark knows this from a telefonica c they've tried you know for telefonica c they've tried you know for telefonica c they've tried you know for the last 10 years to deliver services in the last 10 years to deliver services in the last 10 years to deliver services in a variety of different ways around iot a variety of different ways around iot a variety of different ways around iot and have failed miserably because of and have failed miserably because of and have failed miserably because of that you know Focus no no I'm going to that you know Focus no no I'm going to that you know Focus no no I'm going to give you great Solutions but it's only give you great Solutions but it's only give you great Solutions but it's only going to be on my pipe so I can double going to be on my pipe so I can double going to be on my pipe so I can double dip no that's that's not you know and so dip no that's that's not you know and so dip no that's that's not you know and so that's where senior leadership needs to that's where senior leadership needs to that's where senior leadership needs to pick a lane and say either we're pick a lane and say either we're pick a lane and say either we're committed to a p&l that works or we're committed to a p&l that works or we're committed to a p&l that works or we're going to be a great pipe but doing it going to be a great pipe but doing it going to be a great pipe but doing it kind of halfway is not not going to work kind of halfway is not not going to work kind of halfway is not not going to work yeah go ahead that's because they're yeah go ahead that's because they're yeah go ahead that's because they're trying to climb up the stack they're trying to climb up the stack they're trying to climb up the stack they're trying to climb the ladder and trying go trying to climb the ladder and trying go trying to climb the ladder and trying go get more value to that pipe that we got get more value to that pipe that we got get more value to that pipe that we got out there and to your point stay in your out there and to your point stay in your out there and to your point stay in your lane no yeah identify your lane and be lane no yeah identify your lane and be lane no yeah identify your lane and be the best in your lane i' like to see you the best in your lane i' like to see you the best in your lane i' like to see you go to AT&T and and get a solution from go to AT&T and and get a solution from go to AT&T and and get a solution from them and say Hey I want a multi MZ Sim them and say Hey I want a multi MZ Sim them and say Hey I want a multi MZ Sim that works on T-Mobile and Verizon at that works on T-Mobile and Verizon at that works on T-Mobile and Verizon at the same time yeah hey hey don't give the same time yeah hey hey don't give the same time yeah hey hey don't give pipes a hard time this is what I tell my pipes a hard time this is what I tell my pipes a hard time this is what I tell my son is if it wasn't for pipes your turd son is if it wasn't for pipes your turd son is if it wasn't for pipes your turd will never make it to the ocean okay

will never make it to the ocean okay will never make it to the ocean okay well I I don't think we're arguing about well I I don't think we're arguing about well I I don't think we're arguing about no I had to tell him that because you no I had to tell him that because you no I had to tell him that because you know we're trying to potty train him he know we're trying to potty train him he know we're trying to potty train him he wanted poop in his diaper all the time wanted poop in his diaper all the time wanted poop in his diaper all the time so yeah that's how I say hey it wasn't so yeah that's how I say hey it wasn't so yeah that's how I say hey it wasn't for pipes there you go because he was for pipes there you go because he was for pipes there you go because he was asking where does this go tubes the asking where does this go tubes the asking where does this go tubes the pipes baby yeah you try to throw back baby yeah you try to throw back on yeah man iot Coffee Talk has now on yeah man iot Coffee Talk has now on yeah man iot Coffee Talk has now taken a full 180 degrees dude you come taken a full 180 degrees dude you come taken a full 180 degrees dude you come on guys your kids they told you some of on guys your kids they told you some of on guys your kids they told you some of the wisest things that you've ever heard especially in our older age and heard especially in our older age and that was you at some point we just get that was you at some point we just get that was you at some point we just get dumber with age apparently so more than dumber with age apparently so more than dumber with age apparently so more than analysts or similar similar level analysts or similar similar level analysts or similar similar level [Laughter] [Laughter] [Laughter] analysts you're right no comment but I analysts you're right no comment but I analysts you're right no comment but I mean you know Steve you you mentioned mean you know Steve you you mentioned mean you know Steve you you mentioned something that's interesting right try something that's interesting right try something that's interesting right try to try to go to AT&T and ask them for to try to go to AT&T and ask them for to try to go to AT&T and ask them for you know a multicarrier Sim right you know a multicarrier Sim right you know a multicarrier Sim right uh that you know that that's going to uh that you know that that's going to uh that you know that that's going to you know I mean if you look at what what you know I mean if you look at what what you know I mean if you look at what what the standards are doing across the board the standards are doing across the board the standards are doing across the board on that right so the whole you know salt on that right so the whole you know salt on that right so the whole you know salt Sim and being able to switch carriers Sim and being able to switch carriers Sim and being able to switch carriers and all that stuff I mean it it was one and all that stuff I mean it it was one and all that stuff I mean it it was one of those things you either embrace it of those things you either embrace it of those things you either embrace it and become part of the part of the pool and become part of the part of the pool and become part of the part of the pool or you will get ran the F over yeah yeah

or you will get ran the F over yeah yeah or you will get ran the F over yeah yeah and that's why so many of these nvns and and that's why so many of these nvns and and that's why so many of these nvns and multi MZ Sim third party mon AOS of the multi MZ Sim third party mon AOS of the multi MZ Sim third party mon AOS of the world and I basis and all these guys are world and I basis and all these guys are world and I basis and all these guys are doing so well because they don't give doing so well because they don't give doing so well because they don't give you that problem well they're over there you that problem well they're over there you that problem well they're over there living in the gap of the ugly yeah right living in the gap of the ugly yeah right living in the gap of the ugly yeah right all right look look at I mean I'll all right look look at I mean I'll all right look look at I mean I'll encourage anyone that's on on the Telco encourage anyone that's on on the Telco encourage anyone that's on on the Telco side to kind of kind of I mean one of my side to kind of kind of I mean one of my side to kind of kind of I mean one of my one of my clients is going through this one of my clients is going through this one of my clients is going through this so I kind of had to steer them in the so I kind of had to steer them in the so I kind of had to steer them in the right direction sgp32 and SGP 41 right direction sgp32 and SGP 41 right direction sgp32 and SGP 41 literally talk about the functionality literally talk about the functionality literally talk about the functionality and the reality of the salt Sim and what and the reality of the salt Sim and what and the reality of the salt Sim and what is going to happen it is going to happen is going to happen it is going to happen is going to happen it is going to happen so you either jump on board or get ran so you either jump on board or get ran so you either jump on board or get ran to Hell over well you got to figure out to Hell over well you got to figure out to Hell over well you got to figure out how to use it with what you're selling how to use it with what you're selling how to use it with what you're selling correct right yeah also the issue is correct right yeah also the issue is correct right yeah also the issue is telco's business models tend to be telco's business models tend to be telco's business models tend to be around subscriber ads that's still their around subscriber ads that's still their around subscriber ads that's still their for Success right you know in subscriber for Success right you know in subscriber for Success right you know in subscriber ad world it's like you know my solution ad world it's like you know my solution ad world it's like you know my solution or nothing or you know and that just or nothing or you know and that just or nothing or you know and that just doesn't work for I know like for example doesn't work for I know like for example doesn't work for I know like for example teler who's very successful solution teler who's very successful solution teler who's very successful solution provider about half of their Solutions provider about half of their Solutions provider about half of their Solutions are Wi-Fi only that's right that doesn't are Wi-Fi only that's right that doesn't are Wi-Fi only that's right that doesn't even use the tel tster Network so even use the tel tster Network so even use the tel tster Network so they're just solving problems and and they're just solving problems and and they're just solving problems and and they're a standalone p&l and they do they're a standalone p&l and they do they're a standalone p&l and they do they do a really good job of it but you they do a really good job of it but you they do a really good job of it but you have to embrace a solution mindset and have to embrace a solution mindset and have to embrace a solution mindset and solve the customer problem and not just solve the customer problem and not just solve the customer problem and not just do subscriber ads and that's hard for do subscriber ads and that's hard for do subscriber ads and that's hard for Telos to do that's a that's a cultural Telos to do that's a that's a cultural Telos to do that's a that's a cultural shift they need thought leadership to shift they need thought leadership to shift they need thought leadership to change that mindset so right you need change that mindset so right you need change that mindset so right you need Executive leadership to change the

Executive leadership to change the Executive leadership to change the mindset you almost need to change mindset you almost need to change mindset you almost need to change executive leadership because a lot of executive leadership because a lot of executive leadership because a lot of them have been in the game so long and them have been in the game so long and them have been in the game so long and you know I mean Telos it's an arpu based you know I mean Telos it's an arpu based you know I mean Telos it's an arpu based business not going to change I don't business not going to change I don't business not going to change I don't care what it is that they say I don't care what it is that they say I don't care what it is that they say I don't care if they partner up with Hulu or care if they partner up with Hulu or care if they partner up with Hulu or Netflix or anything like that that's not Netflix or anything like that that's not Netflix or anything like that that's not your service they're delivering that your service they're delivering that your service they're delivering that service across your pipe so I mean at service across your pipe so I mean at service across your pipe so I mean at the end of the day stay in your lane and the end of the day stay in your lane and the end of the day stay in your lane and be the best in your lane yeah yeah be the best in your lane yeah yeah be the best in your lane yeah yeah that's true need some of this that's true need some of this that's true need some of this diversification as opposed to trying to diversification as opposed to trying to diversification as opposed to trying to dig your heels in and then get your legs dig your heels in and then get your legs dig your heels in and then get your legs pulled off from under you yeah yeah I pulled off from under you yeah yeah I pulled off from under you yeah yeah I mean that's so true and uh um you just mean that's so true and uh um you just mean that's so true and uh um you just have to be true to yourself that's why a have to be true to yourself that's why a have to be true to yourself that's why a lot of this whole Tech you know Techo lot of this whole Tech you know Techo lot of this whole Tech you know Techo stuff just has it's just a distraction stuff just has it's just a distraction stuff just has it's just a distraction actually a really bad detrimental actually a really bad detrimental actually a really bad detrimental distraction for operators right they're distraction for operators right they're distraction for operators right they're trying to invest in becoming whatever trying to invest in becoming whatever trying to invest in becoming whatever the hell this techco thing I saw this the hell this techco thing I saw this the hell this techco thing I saw this analyst from publish some nonsense about analyst from publish some nonsense about analyst from publish some nonsense about that stuff I was just like wow this is that stuff I was just like wow this is that stuff I was just like wow this is like number one have you ever really like number one have you ever really like number one have you ever really worked with have you ever worked in the worked with have you ever worked in the worked with have you ever worked in the field or you just like regurgitating field or you just like regurgitating field or you just like regurgitating academic BS it it you read the stuff and academic BS it it you read the stuff and academic BS it it you read the stuff and the prevailing U talk about techco and the prevailing U talk about techco and the prevailing U talk about techco and it's just it's just it's just so usually the folks pushing techco or so usually the folks pushing techco or so usually the folks pushing techco or the folks selling something that will the folks selling something that will the folks selling something that will that a techco needs and so you always that a techco needs and so you always that a techco needs and so you always have to Yeah well yeah but it's not

have to Yeah well yeah but it's not have to Yeah well yeah but it's not healthy for the it's not healthy for the healthy for the it's not healthy for the healthy for the it's not healthy for the operators right who really need to operators right who really need to operators right who really need to invest in the network evolve that and invest in the network evolve that and invest in the network evolve that and then um enhance their competitiveness then um enhance their competitiveness then um enhance their competitiveness right stuff is just a distraction so right stuff is just a distraction so right stuff is just a distraction so Leonard does a Fortune 500 company buy Leonard does a Fortune 500 company buy Leonard does a Fortune 500 company buy Ai and Integrated Solutions from a Telco Ai and Integrated Solutions from a Telco Ai and Integrated Solutions from a Telco from an from an from an operator no hell operator no hell operator no hell no yeah never I mean somebody somebody no yeah never I mean somebody somebody no yeah never I mean somebody somebody said uh mwc is going to be a cloud AI said uh mwc is going to be a cloud AI said uh mwc is going to be a cloud AI conference it's like unfortunately yeah conference it's like unfortunately yeah conference it's like unfortunately yeah it might be but that's not what it it might be but that's not what it it might be but that's not what it should be agree and anybody that going should be agree and anybody that going should be agree and anybody that going in selling cloud and AI unless it's in selling cloud and AI unless it's in selling cloud and AI unless it's something that's going to enhance the something that's going to enhance the something that's going to enhance the actual business of telecommunications actual business of telecommunications actual business of telecommunications moving packets around fing worthless I moving packets around fing worthless I moving packets around fing worthless I mean but this is this is my thing I mean mean but this is this is my thing I mean mean but this is this is my thing I mean if you're again cloud and AI are a moot if you're again cloud and AI are a moot if you're again cloud and AI are a moot point unless you have that beautiful point unless you have that beautiful point unless you have that beautiful pipe got to have the pipe flush the pipe pipe got to have the pipe flush the pipe pipe got to have the pipe flush the pipe flush the pipe yeah history repeats flush the pipe yeah history repeats flush the pipe yeah history repeats itself I mean I remember when I was at itself I mean I remember when I was at itself I mean I remember when I was at good technology there was the same thing good technology there was the same thing good technology there was the same thing all these Network operators was trying all these Network operators was trying all these Network operators was trying to sell mobile solution and our W Street to sell mobile solution and our W Street to sell mobile solution and our W Street customers Bank of America is telling us customers Bank of America is telling us customers Bank of America is telling us please please stop saying through them please please stop saying through them please please stop saying through them we don't want to talk to them for a we don't want to talk to them for a we don't want to talk to them for a mobile app want to talk to you we'll mobile app want to talk to you we'll mobile app want to talk to you we'll manage the pipe so then they tried with manage the pipe so then they tried with manage the pipe so then they tried with iot so they try with the cloud now

iot so they try with the cloud now iot so they try with the cloud now they're trying with the ey they're trying with the ey they're trying with the ey yeah on the edge on the edge yeah on the yeah on the edge on the edge yeah on the yeah on the edge on the edge yeah on the edge actually on the edge I I I would edge actually on the edge I I I would edge actually on the edge I I I would have thought that they might have have thought that they might have have thought that they might have actually a play because they are actually a play because they are actually a play because they are distributed by Nature so you could do distributed by Nature so you could do distributed by Nature so you could do something because you really have an something because you really have an something because you really have an advantage there but yeah it's but advantage there but yeah it's but advantage there but yeah it's but instead they're Naughty by instead they're Naughty by instead they're Naughty by [Laughter] [Laughter] [Laughter] Nature yeah but no seriously you know it Nature yeah but no seriously you know it Nature yeah but no seriously you know it gets totally ignored Bill you're right gets totally ignored Bill you're right gets totally ignored Bill you're right um the the interconnect the connectivity um the the interconnect the connectivity um the the interconnect the connectivity it's just you I'm serious boils down to it's just you I'm serious boils down to it's just you I'm serious boils down to get the doodo to the get the doodo to the get the doodo to the ocean connect point A to B move that ocean connect point A to B move that ocean connect point A to B move that [ __ ] yeah there you go [ __ ] yeah there you go [ __ ] yeah there you go see it's about it's about we back to see it's about it's about we back to see it's about it's about we back to points do the oh [ __ ] move that [ __ ] I'm points do the oh [ __ ] move that [ __ ] I'm points do the oh [ __ ] move that [ __ ] I'm gonna use that in a public conference gonna use that in a public conference gonna use that in a public conference one of these days and they're gonna say one of these days and they're gonna say one of these days and they're gonna say what do you think is the most important what do you think is the most important what do you think is the most important thing you know going into 2025 is like thing you know going into 2025 is like thing you know going into 2025 is like dooo and getting that dooo to the ocean dooo and getting that dooo to the ocean dooo and getting that dooo to the ocean all that counts because nobody talks all that counts because nobody talks all that counts because nobody talks about it interconnect even in a data about it interconnect even in a data about it interconnect even in a data center people just like talk about the center people just like talk about the center people just like talk about the gpus if you can't connect these nodes gpus if you can't connect these nodes gpus if you can't connect these nodes together you cannot scale this AI HPC together you cannot scale this AI HPC together you cannot scale this AI HPC compute and doing that in an open way I compute and doing that in an open way I compute and doing that in an open way I mean if look Telos this one's for free mean if look Telos this one's for free mean if look Telos this one's for free um get by the standards and stop saying um get by the standards and stop saying um get by the standards and stop saying that you're the you know you're you're that you're the you know you're you're that you're the you know you're you're actually executing on them and stop actually executing on them and stop actually executing on them and stop building proprietary rappers around

building proprietary rappers around building proprietary rappers around these things leverage those damn these things leverage those damn these things leverage those damn standards for what they should be used standards for what they should be used standards for what they should be used for IPO use IPO standards uh oh May damn for IPO use IPO standards uh oh May damn for IPO use IPO standards uh oh May damn it I mean can we line ourselves on how it I mean can we line ourselves on how it I mean can we line ourselves on how to do firmware updates across the board to do firmware updates across the board to do firmware updates across the board you do those things and deliver them as you do those things and deliver them as you do those things and deliver them as a service through your a service through your a service through your pipe implementation yeah it's not about pipe implementation yeah it's not about pipe implementation yeah it's not about the technology it's and then that's why the technology it's and then that's why the technology it's and then that's why none of these companies they they they none of these companies they they they none of these companies they they they shouldn't try to become shouldn't try to become shouldn't try to become technology companies because they can't technology companies because they can't technology companies because they can't scale it right well and also to be a scale it right well and also to be a scale it right well and also to be a tech company you need to be great at tech company you need to be great at tech company you need to be great at software and embrace software and software and embrace software and software and embrace software and telco's not really software is not their telco's not really software is not their telco's not really software is not their bag they don't hire for software it's bag they don't hire for software it's bag they don't hire for software it's not my bag baby yeah not your not my bag baby yeah not your not my bag baby yeah not your bag yeah yeah bag yeah yeah bag yeah yeah exactly you mean that if you want an exactly you mean that if you want an exactly you mean that if you want an expert in hardware and software you expert in hardware and software you expert in hardware and software you don't go to Cisco uh yeah no I wouldn't Cisco uh yeah no I wouldn't that's what that's what G that's what that's what G that's what that's what G tried I wouldn't advise that at all tried I wouldn't advise that at all tried I wouldn't advise that at all that's what that's what we tried at g to that's what that's what we tried at g to that's what that's what we tried at g to be G digital so oh no I'm totally with you software is oh no I'm totally with you software is is a mystery for them but you know it's is a mystery for them but you know it's is a mystery for them but you know it's with this all AI thing I mean it's we're with this all AI thing I mean it's we're with this all AI thing I mean it's we're back to Gold Rush you know who's going back to Gold Rush you know who's going back to Gold Rush you know who's going to make money the people the ships to make money the people the ships to make money the people the ships people solve the problems the money mo people solve the problems the money mo people solve the problems the money mo the bits not the people that find the the bits not the people that find the the bits not the people that find the goal so the people that were selling goal so the people that were selling goal so the people that were selling shovels and and you know and and shovels and and you know and and shovels and and you know and and Equipment who made the money

Equipment who made the money Equipment who made the money how would you reorganize Ericson like how would you reorganize Ericson like how would you reorganize Ericson like they're Upstream of the Telos they're a they're Upstream of the Telos they're a they're Upstream of the Telos they're a kit maker you know and you know their kit maker you know and you know their kit maker you know and you know their CEO borer has been sounding the alarm CEO borer has been sounding the alarm CEO borer has been sounding the alarm now since I was there about Europe is now since I was there about Europe is now since I was there about Europe is not moving fast enough to go to not moving fast enough to go to not moving fast enough to go to 5G and it's like well yeah but what he's 5G and it's like well yeah but what he's 5G and it's like well yeah but what he's really worried about is there's not really worried about is there's not really worried about is there's not enough people buying their kit to keep enough people buying their kit to keep enough people buying their kit to keep them in business and and so all of a them in business and and so all of a them in business and and so all of a sudden 5G is stalled and Erikson is sudden 5G is stalled and Erikson is sudden 5G is stalled and Erikson is suffering greatly and they're they're suffering greatly and they're they're suffering greatly and they're they're chasing Nokia down the toilet ball drain chasing Nokia down the toilet ball drain chasing Nokia down the toilet ball drain down the pipe and it's just happening down the pipe and it's just happening down the pipe and it's just happening and then they right did that crazy and then they right did that crazy and then they right did that crazy acquisition of Vonage and blew six acquisition of Vonage and blew six acquisition of Vonage and blew six billion of cash they had laying around billion of cash they had laying around billion of cash they had laying around for what who knows although cradle point for what who knows although cradle point for what who knows although cradle point I think that was a good buy cradle point I think that was a good buy cradle point I think that was a good buy cradle point was good buy yeah a good that was that was good buy yeah a good that was that was good buy yeah a good that was that was an example of where they got they s was an example of where they got they s was an example of where they got they s you know Ericson's in a great actually you know Ericson's in a great actually you know Ericson's in a great actually in a great position in terms of brand in a great position in terms of brand in a great position in terms of brand and no one gets fired for buying Ericson and no one gets fired for buying Ericson and no one gets fired for buying Ericson and so they need to leverage that to and so they need to leverage that to and so they need to leverage that to help Telos kind of you know get to the help Telos kind of you know get to the help Telos kind of you know get to the next step like Bill was saying got get next step like Bill was saying got get next step like Bill was saying got get to a you know a highly optimized pipe to a you know a highly optimized pipe to a you know a highly optimized pipe and all these other things I don't know and all these other things I don't know and all these other things I don't know in terms of the product offering but you in terms of the product offering but you in terms of the product offering but you know getting more solution oriented for know getting more solution oriented for know getting more solution oriented for for Telos like with cradle point and for Telos like with cradle point and for Telos like with cradle point and things like that I think being very things like that I think being very things like that I think being very careful about how they do that but careful about how they do that but careful about how they do that but they're in a great kind of poll position they're in a great kind of poll position they're in a great kind of poll position in terms of brand and yeah you know like

in terms of brand and yeah you know like in terms of brand and yeah you know like you look at the affirmed and The Meta you look at the affirmed and The Meta you look at the affirmed and The Meta switches and all these other folks over switches and all these other folks over switches and all these other folks over the years that have tried to get into the years that have tried to get into the years that have tried to get into that business I mean nokki and Erikson that business I mean nokki and Erikson that business I mean nokki and Erikson are tight in that business so they need are tight in that business so they need are tight in that business so they need to somehow figure out how to Leverage to somehow figure out how to Leverage to somehow figure out how to Leverage The their strength it's a weird deal The their strength it's a weird deal The their strength it's a weird deal because they're in the pole position and because they're in the pole position and because they're in the pole position and yet they're trying both become penny yet they're trying both become penny yet they're trying both become penny stocks as fast as they stocks as fast as they stocks as fast as they can that CH hp's core product against can that CH hp's core product against can that CH hp's core product against Nokia and Ericson on purpose and having Nokia and Ericson on purpose and having Nokia and Ericson on purpose and having dealt with them and seeing how they're dealt with them and seeing how they're dealt with them and seeing how they're building their core offering it's building their core offering it's building their core offering it's interesting it's a little bit interesting it's a little bit interesting it's a little bit more that that that acquisition of uh more that that that acquisition of uh more that that that acquisition of uh Juniper is a big deal everyone's been Juniper is a big deal everyone's been Juniper is a big deal everyone's been emphasizing the Enterprise side of stuff emphasizing the Enterprise side of stuff emphasizing the Enterprise side of stuff but you know what all the companies have but you know what all the companies have but you know what all the companies have been pivoting Enterprise just because if been pivoting Enterprise just because if been pivoting Enterprise just because if the CEO was talking about Telco um they the CEO was talking about Telco um they the CEO was talking about Telco um they wouldn't be able to get the price that wouldn't be able to get the price that wouldn't be able to get the price that they got right so it's really naive for they got right so it's really naive for they got right so it's really naive for people to think that this was just people to think that this was just people to think that this was just entirely an Enterprise thing I I I entirely an Enterprise thing I I I entirely an Enterprise thing I I I provided a quote about this on Silver provided a quote about this on Silver provided a quote about this on Silver Linings you know on the Telco end of Linings you know on the Telco end of Linings you know on the Telco end of things man it puts HP in a really good things man it puts HP in a really good things man it puts HP in a really good place agree you know um and that was place agree you know um and that was place agree you know um and that was largely ignored by analysts um because largely ignored by analysts um because largely ignored by analysts um because they were so fixated on the CEO's they were so fixated on the CEO's they were so fixated on the CEO's talking points and it's like dude talking points and it's like dude talking points and it's like dude there's you know there's so many there's you know there's so many there's you know there's so many companies that the messaging pivots as companies that the messaging pivots as companies that the messaging pivots as soon as something becomes slightly soon as something becomes slightly soon as something becomes slightly unpopular but you have to think longterm unpopular but you have to think longterm unpopular but you have to think longterm you know and you got to you got to think

you know and you got to you got to think you know and you got to you got to think about these these Western tech tech about these these Western tech tech about these these Western tech tech companies have to start thinking about companies have to start thinking about companies have to start thinking about how they're going to compete with Huawei how they're going to compete with Huawei how they're going to compete with Huawei because Ericson lost a lot of the late because Ericson lost a lot of the late because Ericson lost a lot of the late cycle um you know stuff right OSS BSS cycle um you know stuff right OSS BSS cycle um you know stuff right OSS BSS very light on it they had there's a lot very light on it they had there's a lot very light on it they had there's a lot of competition in that space But digital of competition in that space But digital of competition in that space But digital transformation or transformation or transformation or modernization of the 5G modernization is modernization of the 5G modernization is modernization of the 5G modernization is what has to to happen now uh and and what has to to happen now uh and and what has to to happen now uh and and that's what greases the wheel you don't that's what greases the wheel you don't that's what greases the wheel you don't just sit there and talk about the just sit there and talk about the just sit there and talk about the advanced stuff hoping that eventually advanced stuff hoping that eventually advanced stuff hoping that eventually it's going to it's going to it's going to matter yeah it'll matter in 10 years but matter yeah it'll matter in 10 years but matter yeah it'll matter in 10 years but you'll be dead by then and that that's a you'll be dead by then and that that's a you'll be dead by then and that that's a and that's for everything other than and that's for everything other than and that's for everything other than video content and digital video content and digital video content and digital content anyways um you know what it all content anyways um you know what it all content anyways um you know what it all goes to you know when you follow the goes to you know when you follow the goes to you know when you follow the hype cycle you lose um especially the hype cycle you lose um especially the hype cycle you lose um especially the big guys it hey folks I apologize I need big guys it hey folks I apologize I need big guys it hey folks I apologize I need to jump for a for a 9:30 so yeah I gota to jump for a for a 9:30 so yeah I gota to jump for a for a 9:30 so yeah I gota jump too hey everyone thanks for joining jump too hey everyone thanks for joining jump too hey everyone thanks for joining us here on iot Coffey talk us here on iot Coffey talk us here on iot Coffey talk um always love having you guys uh watch um always love having you guys uh watch um always love having you guys uh watch our stuff and uh not comment or like or our stuff and uh not comment or like or our stuff and uh not comment or like or and all that stuff which we hope you and all that stuff which we hope you and all that stuff which we hope you would do um please support us because would do um please support us because would do um please support us because we're gonna do this regardless we're we're gonna do this regardless we're we're gonna do this regardless we're gonna consume as much of Google's gonna consume as much of Google's gonna consume as much of Google's YouTube server capacity YouTube server capacity YouTube server capacity and you know yeah yeah and we're going

and you know yeah yeah and we're going and you know yeah yeah and we're going to clog their pipes flush until you flush that pipes flush until you flush that toilet and we'd be recommended by yeah toilet and we'd be recommended by yeah toilet and we'd be recommended by yeah yeah and remember we we um have a we are yeah and remember we we um have a we are yeah and remember we we um have a we are um we sponsor Elevate our kids um at um we sponsor Elevate our kids um at um we sponsor Elevate our kids um at please make a donation to help bridge please make a donation to help bridge please make a donation to help bridge the digital Equity divide at www. the digital Equity divide at www. the digital Equity divide at www. elevator kids.org elevator kids.org elevator kids.org and uh you know what we will see you and uh you know what we will see you and uh you know what we will see you next week for another exciting episode next week for another exciting episode next week for another exciting episode of iot coffee talk cheers y'all