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iOT Coffee Talk September 8, 2025 22m

IoT Coffee Talk Special - The Great Dana Point AI Conference 2025!

Read full transcript 21 segments
  1. Hello everybody. Welcome to IoT Coffee Hello everybody. Welcome to IoT Coffee Talk broadcasting live from Dana Point, Talk broadcasting live from Dana Point, Talk broadcasting live from Dana Point, California. California. California. >> Is where we belong, right? >> Is where we belong, right? >> Is where we belong, right? >> Yes. >> Yes. >> Yes. >> Yeah. We're at this new AI summit here >> Yeah. We're at this new AI summit here >> Yeah. We're at this new AI summit here in Dana Point cuz they figured that's in Dana Point cuz they figured that's in Dana Point cuz they figured that's just like the just like the just like the >> the center of the universe for that kind >> the center of the universe for that kind >> the center of the universe for that kind of stuff. of stuff. of stuff. >> Absolutely. And we have record >> Absolutely. And we have record >> Absolutely. And we have record attendance this year. attendance this year. attendance this year. >> We do. >> We do. >> We do. >> Of two people. >> Of two people. >> Of two people. >> Two people. Exactly. Exactly. Right >> Two people. Exactly. Exactly. Right >> Two people. Exactly. Exactly. Right after this is the quantum event. We're after this is the quantum event. We're after this is the quantum event. We're having a reception actually over at this having a reception actually over at this having a reception actually over at this bar behind us. Absolutely. Absolutely. bar behind us. Absolutely. Absolutely. bar behind us. Absolutely. Absolutely. And uh so um yeah, it's going to be And uh so um yeah, it's going to be And uh so um yeah, it's going to be really exciting conference this year. really exciting conference this year. really exciting conference this year. >> It is. >> It is. >> It is. >> We're just here to remind you to not >> We're just here to remind you to not >> We're just here to remind you to not forget to enjoy life. Go out in the forget to enjoy life. Go out in the forget to enjoy life. Go out in the sunshine. sunshine. sunshine. >> Prefer preferably SoCal, >> Prefer preferably SoCal, >> Prefer preferably SoCal, >> palm trees. It's beautiful out there. >> palm trees. It's beautiful out there. >> palm trees. It's beautiful out there. >> No humidity. >> No humidity. >> No humidity. >> No humidity, you know. >> No humidity, you know. >> No humidity, you know. >> It's perfect. >> It's perfect. >> It's perfect. >> It's all good, you know. So what's going >> It's all good, you know. So what's going >> It's all good, you know. So what's going on in tech this week? What's the latest? on in tech this week? What's the latest? on in tech this week? What's the latest? You know, I heard some stuff about You know, I heard some stuff about You know, I heard some stuff about Broadcom on Friday. Broadcom on Friday. Broadcom on Friday. >> Oh, yeah. That was pretty cool. Yeah, >> Oh, yeah. That was pretty cool. Yeah, >> Oh, yeah. That was pretty cool. Yeah, that was crazy. Yeah. And AI, I guess, that was crazy. Yeah. And AI, I guess, that was crazy. Yeah. And AI, I guess, is that new mystery customer there. The is that new mystery customer there. The is that new mystery customer there. The mystery customer.

  2. mystery customer. mystery customer. >> Yeah, the not so mysterious customer. >> Yeah, the not so mysterious customer. >> Yeah, the not so mysterious customer. >> Sam, the mystery customer. Yes. Um, >> Sam, the mystery customer. Yes. Um, >> Sam, the mystery customer. Yes. Um, >> and so that really bumped their stock a >> and so that really bumped their stock a >> and so that really bumped their stock a bunch. Make sure this is entertainment bunch. Make sure this is entertainment bunch. Make sure this is entertainment only though, of course. Don't take any only though, of course. Don't take any only though, of course. Don't take any uh financial advice from us. uh financial advice from us. uh financial advice from us. >> Take it seriously at your own peril. >> Take it seriously at your own peril. >> Take it seriously at your own peril. Remember that. Remember that. Remember that. >> Remember that. But >> Remember that. But >> Remember that. But >> take out insurance as well. >> take out insurance as well. >> take out insurance as well. >> Speaking of Sam, I also heard something >> Speaking of Sam, I also heard something >> Speaking of Sam, I also heard something about him launching a social network. Oh about him launching a social network. Oh about him launching a social network. Oh yeah, yeah, yeah. Um, a competitor to yeah, yeah, yeah. Um, a competitor to yeah, yeah, yeah. Um, a competitor to LinkedIn. LinkedIn. LinkedIn. >> To LinkedIn? >> To LinkedIn? >> To LinkedIn? >> Yeah, which might I don't know. >> Yeah, which might I don't know. >> Yeah, which might I don't know. >> Maybe LinkedIn needs a competitor at >> Maybe LinkedIn needs a competitor at >> Maybe LinkedIn needs a competitor at this point. this point. this point. >> Yeah, >> Yeah, >> Yeah, >> LinkedIn's feeling a lot like Facebook >> LinkedIn's feeling a lot like Facebook >> LinkedIn's feeling a lot like Facebook now, isn't it? now, isn't it? now, isn't it? >> Probably. Yeah. Yeah. Even though I've >> Probably. Yeah. Yeah. Even though I've >> Probably. Yeah. Yeah. Even though I've been trying to move over to Substack, been trying to move over to Substack, been trying to move over to Substack, but I recently got suspended. but I recently got suspended. but I recently got suspended. >> I love that you got suspended from >> I love that you got suspended from >> I love that you got suspended from Substack. That means you're legit. Substack. That means you're legit. Substack. That means you're legit. >> Yeah, I'm legit. >> Yeah, I'm legit. >> Yeah, I'm legit. >> You know, you're raging. That's That's >> You know, you're raging. That's That's >> You know, you're raging. That's That's awesome, man. You know, you're not the awesome, man. You know, you're not the awesome, man. You know, you're not the real deal until you get thrown off a real deal until you get thrown off a real deal until you get thrown off a platform. platform. platform. >> Exactly. >> Exactly. >> Exactly. >> I love that. So, yeah. In IoT coffee >> I love that. So, yeah. In IoT coffee >> I love that. So, yeah. In IoT coffee talk, we moved over to Substack. Next talk, we moved over to Substack. Next talk, we moved over to Substack. Next curve moved to Substack. Uh Andre curve moved to Substack. Uh Andre curve moved to Substack. Uh Andre Horwitz just moved. Horwitz just moved. Horwitz just moved. >> You got suspended. Andre Horowitz A16Z >> You got suspended. Andre Horowitz A16Z >> You got suspended. Andre Horowitz A16Z just moved over there.

  3. just moved over there. just moved over there. >> And so right now I'm going through the >> And so right now I'm going through the >> And so right now I'm going through the painful work of just getting our our painful work of just getting our our painful work of just getting our our backlog of all our old stuff moved over backlog of all our old stuff moved over backlog of all our old stuff moved over to Substack. to Substack. to Substack. >> Uh but the good thing is each post >> Uh but the good thing is each post >> Uh but the good thing is each post >> has the podcast and the video and text >> has the podcast and the video and text >> has the podcast and the video and text all together in one shot. So So all together in one shot. So So all together in one shot. So So customers, people can see it and it goes customers, people can see it and it goes customers, people can see it and it goes out to the email list. Yeah. out to the email list. Yeah. out to the email list. Yeah. >> And so we can grow that which is great >> And so we can grow that which is great >> And so we can grow that which is great for us. Coffee talk. How long have we for us. Coffee talk. How long have we for us. Coffee talk. How long have we been doing coffee talk now? been doing coffee talk now? been doing coffee talk now? >> Oh, we're going on um our sixth year. >> Oh, we're going on um our sixth year. >> Oh, we're going on um our sixth year. This is six years of coffee talk. And This is six years of coffee talk. And This is six years of coffee talk. And you know it. you know it. you know it. >> Wow. >> Wow. >> Wow. >> I don't know. It's just >> I don't know. It's just >> I don't know. It's just >> Where did that come from? It'll never >> Where did that come from? It'll never >> Where did that come from? It'll never end. end. end. >> It was It was inspired by the uh >> It was It was inspired by the uh >> It was It was inspired by the uh pandemic pandemic pandemic >> situation, right? We were going to all >> situation, right? We were going to all >> situation, right? We were going to all show up at MWC. show up at MWC. show up at MWC. >> Yep. And then Erikson decided they're >> Yep. And then Erikson decided they're >> Yep. And then Erikson decided they're going to pull out and then that created going to pull out and then that created going to pull out and then that created a cascade a cascade a cascade of Yeah. cancellations. And so the event of Yeah. cancellations. And so the event of Yeah. cancellations. And so the event never happened, but we had planned on never happened, but we had planned on never happened, but we had planned on meeting up there in Barcelona for IoT meeting up there in Barcelona for IoT meeting up there in Barcelona for IoT Stars. Right.

  4. Stars. Right. Stars. Right. >> That's right. That's right. >> That's right. That's right. >> That's right. That's right. >> And then Yeah. And then of course that >> And then Yeah. And then of course that >> And then Yeah. And then of course that sucked. sucked. sucked. >> Pandemonium ensued. And so >> Pandemonium ensued. And so >> Pandemonium ensued. And so >> something magical happened. you and I >> something magical happened. you and I >> something magical happened. you and I and Mark who's host who puts on IoT and Mark who's host who puts on IoT and Mark who's host who puts on IoT Stars and Steph Atkinson who uh does her Stars and Steph Atkinson who uh does her Stars and Steph Atkinson who uh does her thing uh Compass Intelligence. Yeah, thing uh Compass Intelligence. Yeah, thing uh Compass Intelligence. Yeah, >> cuz the four of us were going to get >> cuz the four of us were going to get >> cuz the four of us were going to get together and then of course our good together and then of course our good together and then of course our good buddy Rick Bada buddy Rick Bada buddy Rick Bada >> Mr. Positive, >> Mr. Positive, >> Mr. Positive, >> you know, he's kind of like Mr. >> you know, he's kind of like Mr. >> you know, he's kind of like Mr. Wonderful, you know, like Kevin, you Wonderful, you know, like Kevin, you Wonderful, you know, like Kevin, you know, but he's our Mr. Wonderful. know, but he's our Mr. Wonderful. know, but he's our Mr. Wonderful. >> Yeah. >> Yeah. >> Yeah. >> And so, so yeah, we kind of turned it >> And so, so yeah, we kind of turned it >> And so, so yeah, we kind of turned it into a podcast to a video. So into a podcast to a video. So into a podcast to a video. So >> yeah, >> yeah, >> yeah, >> and here we're still doing it after all >> and here we're still doing it after all >> and here we're still doing it after all these years. So that's great. these years. So that's great. these years. So that's great. >> More nuggets of good information comes >> More nuggets of good information comes >> More nuggets of good information comes from there than any other source. from there than any other source. from there than any other source. >> You're not going to hear this from any >> You're not going to hear this from any >> You're not going to hear this from any other analyst firm or you're not going other analyst firm or you're not going other analyst firm or you're not going to hear it better on CNBC or, you know, to hear it better on CNBC or, you know, to hear it better on CNBC or, you know, like maybe you're like maybe you're like maybe you're >> watching Vney in the morning on Fox >> watching Vney in the morning on Fox >> watching Vney in the morning on Fox Business hoping to catch Ray Wong hop on Business hoping to catch Ray Wong hop on Business hoping to catch Ray Wong hop on there. You know, our buddy Ray. there. You know, our buddy Ray. there. You know, our buddy Ray. >> Our buddy Ray. Ray, how's it going, man?

  5. >> Our buddy Ray. Ray, how's it going, man? >> Our buddy Ray. Ray, how's it going, man? >> We love you, Ray. Um, and so yeah, this >> We love you, Ray. Um, and so yeah, this >> We love you, Ray. Um, and so yeah, this is where it's at. is where it's at. is where it's at. >> No. No. Hey, you know what? I mean, it's >> No. No. Hey, you know what? I mean, it's >> No. No. Hey, you know what? I mean, it's real talk, right? We get up in the real talk, right? We get up in the real talk, right? We get up in the morning. We're not all there all the morning. We're not all there all the morning. We're not all there all the time, right? Mentally. I mean, and we time, right? Mentally. I mean, and we time, right? Mentally. I mean, and we have people calling in from different have people calling in from different have people calling in from different parts of the world. And, you know, it's parts of the world. And, you know, it's parts of the world. And, you know, it's about about about >> who's available, who wants to talk, and >> who's available, who wants to talk, and >> who's available, who wants to talk, and then we end up chatting about uh the then we end up chatting about uh the then we end up chatting about uh the things that are really relevant and things that are really relevant and things that are really relevant and important important important at any particular point in time. And you at any particular point in time. And you at any particular point in time. And you know, if you go back and you listen to know, if you go back and you listen to know, if you go back and you listen to our old stuff, you'll notice that uh at our old stuff, you'll notice that uh at our old stuff, you'll notice that uh at least for me, it's it's it's almost like least for me, it's it's it's almost like least for me, it's it's it's almost like uh what do you call time capsule, uh what do you call time capsule, uh what do you call time capsule, >> you know, and it helps us uh look back >> you know, and it helps us uh look back >> you know, and it helps us uh look back and reflect and reflect and reflect >> how we were thinking at at a particular >> how we were thinking at at a particular >> how we were thinking at at a particular point in time and also helps us to uh point in time and also helps us to uh point in time and also helps us to uh test test test >> our theories. >> our theories. >> our theories. >> Right. Right. >> Right. Right. >> Right. Right. >> And our viewpoint on where things we >> And our viewpoint on where things we >> And our viewpoint on where things we thought things were going and where did thought things were going and where did thought things were going and where did we actually land. And so How did it work we actually land. And so How did it work we actually land. And so How did it work out? Did it turn out we were 100% right out? Did it turn out we were 100% right out? Did it turn out we were 100% right all the time?

  6. all the time? all the time? >> Oh, thousand%. >> Oh, thousand%. >> Oh, thousand%. >> 1,000%. >> 1,000%. >> 1,000%. >> 1,600%. >> 1,600%. >> 1,600%. >> 1,600%. So, we predicted the future >> 1,600%. So, we predicted the future >> 1,600%. So, we predicted the future every time. Nail it. So, had you been every time. Nail it. So, had you been every time. Nail it. So, had you been listening all this time, listening all this time, listening all this time, >> you would have been ahead of the game. >> you would have been ahead of the game. >> you would have been ahead of the game. Like kind of like, you know, like how Like kind of like, you know, like how Like kind of like, you know, like how Peter and Diamantis, you know, on his uh Peter and Diamantis, you know, on his uh Peter and Diamantis, you know, on his uh moonshot deal, he sends out, he always moonshot deal, he sends out, he always moonshot deal, he sends out, he always talks about I'm going to send out my talks about I'm going to send out my talks about I'm going to send out my newsletter and you're going to be 10 newsletter and you're going to be 10 newsletter and you're going to be 10 years ahead of what's coming around the years ahead of what's coming around the years ahead of what's coming around the corner if you read it. corner if you read it. corner if you read it. >> All you had to do is listen to us on on >> All you had to do is listen to us on on >> All you had to do is listen to us on on Friday. Predicting the future is Friday. Predicting the future is Friday. Predicting the future is actually pretty simple. You just scrape actually pretty simple. You just scrape actually pretty simple. You just scrape away all the nonsense. Yeah. away all the nonsense. Yeah. away all the nonsense. Yeah. >> And then you actually have a much better >> And then you actually have a much better >> And then you actually have a much better perspective on how things are going to perspective on how things are going to perspective on how things are going to progress. Yeah. progress. Yeah. progress. Yeah. >> Going forward. And then, you know, it's >> Going forward. And then, you know, it's >> Going forward. And then, you know, it's a simple formula, right? But then it's a simple formula, right? But then it's a simple formula, right? But then it's also difficult to do because you also difficult to do because you also difficult to do because you actually have to, actually have to, actually have to, >> you know, you have to kind of know >> you know, you have to kind of know >> you know, you have to kind of know something about something. So, are you something about something. So, are you something about something. So, are you saying that maybe like my prediction saying that maybe like my prediction saying that maybe like my prediction that Windows phone would be the number that Windows phone would be the number that Windows phone would be the number one smartphone by 2016? That didn't that one smartphone by 2016? That didn't that one smartphone by 2016? That didn't that didn't work out, did it? Oh, well, not didn't work out, did it? Oh, well, not didn't work out, did it? Oh, well, not so much, so much, so much, >> but something had a good >> but something had a good >> but something had a good >> Almost did. Almost did. See? >> Almost did. Almost did. See? >> Almost did. Almost did. See? >> Yeah. Almost did. >> Yeah. Almost did. >> Yeah. Almost did. >> And then again, >> And then again, >> And then again, >> almost is not good enough. That's right.

  7. >> almost is not good enough. That's right. >> almost is not good enough. That's right. >> No, it's not. You know, so you know, we >> No, it's not. You know, so you know, we >> No, it's not. You know, so you know, we got next week we've got on deck. We've got next week we've got on deck. We've got next week we've got on deck. We've got Apple's doing their big event. So, got Apple's doing their big event. So, got Apple's doing their big event. So, we're going to get the iPhone 17 we're going to get the iPhone 17 we're going to get the iPhone 17 flavors. Are we going to get a new flavors. Are we going to get a new flavors. Are we going to get a new watch? watch? watch? >> Are we going to get Ultra 3? Ultra 3. >> Are we going to get Ultra 3? Ultra 3. >> Are we going to get Ultra 3? Ultra 3. >> Probably. Probably. Right. >> Probably. Probably. Right. >> Probably. Probably. Right. >> Maybe. >> Maybe. >> Maybe. >> Yeah. Um Yeah. Maybe a Vision Pro. >> Yeah. Um Yeah. Maybe a Vision Pro. >> Yeah. Um Yeah. Maybe a Vision Pro. There's like There's like There's like >> Maybe a Vision Pro. There's uh talk >> Maybe a Vision Pro. There's uh talk >> Maybe a Vision Pro. There's uh talk about a potential about a potential about a potential Pro 2 with a M5 chip in it Pro 2 with a M5 chip in it Pro 2 with a M5 chip in it >> in the Is it fair to say I've heard a >> in the Is it fair to say I've heard a >> in the Is it fair to say I've heard a lot of talk around this whole liquid lot of talk around this whole liquid lot of talk around this whole liquid user interface that user interface that user interface that >> liquid glass >> liquid glass >> liquid glass >> liquid glass I've heard a lot of people >> liquid glass I've heard a lot of people >> liquid glass I've heard a lot of people say well that's actually the perfect UI say well that's actually the perfect UI say well that's actually the perfect UI for the vision pro and or the thinking for the vision pro and or the thinking for the vision pro and or the thinking behind it and we want to bring it to all behind it and we want to bring it to all behind it and we want to bring it to all the other platforms. Um, who knows? And the other platforms. Um, who knows? And the other platforms. Um, who knows? And then of course you have a lot of people then of course you have a lot of people then of course you have a lot of people like me and others who go, "Oh, yeah, like me and others who go, "Oh, yeah, like me and others who go, "Oh, yeah, that's like Aerog Glass from Windows that's like Aerog Glass from Windows that's like Aerog Glass from Windows Vista. Vista. Vista. Good thing Good thing Good thing >> Right. That's right. >> Right. That's right. >> Right. That's right. >> Good thing we got rid of that cuz it it >> Good thing we got rid of that cuz it it >> Good thing we got rid of that cuz it it seemed like a cool idea at first and seemed like a cool idea at first and seemed like a cool idea at first and then it wasn't." You know, everything's then it wasn't." You know, everything's then it wasn't." You know, everything's transparent. And we've been beta testing transparent. And we've been beta testing transparent. And we've been beta testing the new iPhone and iPad with it.

  8. the new iPhone and iPad with it. the new iPhone and iPad with it. >> And um, >> And um, >> And um, >> it's changed different during beta >> it's changed different during beta >> it's changed different during beta releases. It got more opaque and then it releases. It got more opaque and then it releases. It got more opaque and then it got more clear and you know, that was got more clear and you know, that was got more clear and you know, that was interesting. And it also became interesting. And it also became interesting. And it also became thankfully more performant because the thankfully more performant because the thankfully more performant because the early versions I mean my battery was early versions I mean my battery was early versions I mean my battery was going out like within 3 hours. It was going out like within 3 hours. It was going out like within 3 hours. It was horrible. horrible. horrible. >> And that's the danger when you do really >> And that's the danger when you do really >> And that's the danger when you do really advanced graphics. advanced graphics. advanced graphics. >> It can eat up your battery. >> It can eat up your battery. >> It can eat up your battery. >> Exactly. And so I think what they really >> Exactly. And so I think what they really >> Exactly. And so I think what they really needed to do is figure out how to needed to do is figure out how to needed to do is figure out how to leverage an MPU to take some of those leverage an MPU to take some of those leverage an MPU to take some of those tasks off of, you know, the more power tasks off of, you know, the more power tasks off of, you know, the more power hungry stuff like the GPU and, hungry stuff like the GPU and, hungry stuff like the GPU and, >> you know, but uh >> you know, but uh >> you know, but uh >> but if you have an M4, >> but if you have an M4, >> but if you have an M4, >> you're good to go. >> you're good to go. >> you're good to go. >> M4 >> M4 >> M4 >> M4 Pro or Max, you're good to go. Yeah. >> M4 Pro or Max, you're good to go. Yeah. >> M4 Pro or Max, you're good to go. Yeah. Right. So make sure you have one of Right. So make sure you have one of Right. So make sure you have one of those even on your Windows PC. You're those even on your Windows PC. You're those even on your Windows PC. You're going to need that, you know. going to need that, you know. going to need that, you know. >> So >> So >> So >> can someone install Linux on a MacBook? >> can someone install Linux on a MacBook? >> can someone install Linux on a MacBook? Maybe not. They can. Maybe not. They can. Maybe not. They can. >> Yeah. Okay. All right. So, >> Yeah. Okay. All right. So, >> Yeah. Okay. All right. So, >> get parallels or something. Yeah. >> get parallels or something. Yeah. >> get parallels or something. Yeah. >> Yeah. >> Yeah. >> Yeah. >> Um >> Um >> Um >> Oh, jeez. Absolutely. Yeah.

  9. >> Oh, jeez. Absolutely. Yeah. >> Oh, jeez. Absolutely. Yeah. >> So, >> So, >> So, >> it could happen. It could happen. >> it could happen. It could happen. >> it could happen. It could happen. >> Anything is possible. >> Anything is possible. >> Anything is possible. >> We're trying to help all our friends >> We're trying to help all our friends >> We're trying to help all our friends across all platforms. across all platforms. across all platforms. >> Yeah. If you can run Windows on a Mac. >> Yeah. If you can run Windows on a Mac. >> Yeah. If you can run Windows on a Mac. >> Yes. >> Yes. >> Yes. >> You can run anything on a Mac, right? >> You can run anything on a Mac, right? >> You can run anything on a Mac, right? >> Makes sense. Now, back in the day, it >> Makes sense. Now, back in the day, it >> Makes sense. Now, back in the day, it used to when Mac was running Intel used to when Mac was running Intel used to when Mac was running Intel chips, remember they have boot camp? chips, remember they have boot camp? chips, remember they have boot camp? >> Yeah. Boot camp. >> Yeah. Boot camp. >> Yeah. Boot camp. >> You can dual boot everything like that. >> You can dual boot everything like that. >> You can dual boot everything like that. I remember back in the day, apparently I remember back in the day, apparently I remember back in the day, apparently somewhere in Latin America, I don't know somewhere in Latin America, I don't know somewhere in Latin America, I don't know which country it was, uh, computer which country it was, uh, computer which country it was, uh, computer store, you'd go in and you saw all these store, you'd go in and you saw all these store, you'd go in and you saw all these MacBooks at the time frame, we're MacBooks at the time frame, we're MacBooks at the time frame, we're talking years ago, running Windows talking years ago, running Windows talking years ago, running Windows natively. And someone's like, "Why in natively. And someone's like, "Why in natively. And someone's like, "Why in the world are you doing that?" And the the world are you doing that?" And the the world are you doing that?" And the guy said, "Well, it's it's something guy said, "Well, it's it's something guy said, "Well, it's it's something people here understand. They they people here understand. They they people here understand. They they understand Windows." understand Windows." understand Windows." >> Yeah. >> Yeah. >> Yeah. >> But but they love the the hardware. It's >> But but they love the the hardware. It's >> But but they love the the hardware. It's superior, though. The Apple hardware is superior, though. The Apple hardware is superior, though. The Apple hardware is so good. so good. so good. >> So, there you go. that was running on >> So, there you go. that was running on >> So, there you go. that was running on Intel stuff back then, but now I mean Intel stuff back then, but now I mean Intel stuff back then, but now I mean it's it's it's it's it's it's >> the uh the uh >> the uh the uh >> the uh the uh >> ARM is kind of taken over pretty >> ARM is kind of taken over pretty >> ARM is kind of taken over pretty >> yeah M series is amazing >> yeah M series is amazing >> yeah M series is amazing >> like what we were talking about earlier >> like what we were talking about earlier >> like what we were talking about earlier uh you know a lot of people uh you know a lot of people uh you know a lot of people have this uh notion that Apple doesn't have this uh notion that Apple doesn't have this uh notion that Apple doesn't innovate Apple's behind Apple's XYZ innovate Apple's behind Apple's XYZ innovate Apple's behind Apple's XYZ um but you know the thing is is I think um but you know the thing is is I think um but you know the thing is is I think they're underappreciated And a lot of they're underappreciated And a lot of they're underappreciated And a lot of people who pine that way probably don't people who pine that way probably don't people who pine that way probably don't know as much as they should about know as much as they should about know as much as they should about technology, right? You're just looking technology, right? You're just looking technology, right? You're just looking at things at the surface. But when you at things at the surface. But when you at things at the surface. But when you think about what Apple has done with think about what Apple has done with think about what Apple has done with Apple silicon, that is probably the most

  10. Apple silicon, that is probably the most Apple silicon, that is probably the most re one of the most revolutionary things re one of the most revolutionary things re one of the most revolutionary things that has happened in the chip industry that has happened in the chip industry that has happened in the chip industry for decades. Absolutely for decades. Absolutely for decades. Absolutely >> right. And so it wasn't a um it wasn't a >> right. And so it wasn't a um it wasn't a >> right. And so it wasn't a um it wasn't a fluke or it wasn't an overreaction on fluke or it wasn't an overreaction on fluke or it wasn't an overreaction on the part of Intel to freak out that they the part of Intel to freak out that they the part of Intel to freak out that they were losing uh Apple as a customer. were losing uh Apple as a customer. were losing uh Apple as a customer. Right. Right. Right. Right. Right. Right. >> Because >> Because >> Because >> and man, when we heard that, we already >> and man, when we heard that, we already >> and man, when we heard that, we already started having a weird vibe about the started having a weird vibe about the started having a weird vibe about the future of Intel. future of Intel. future of Intel. >> As soon as they lost Apple as a >> As soon as they lost Apple as a >> As soon as they lost Apple as a customer, I was like, is it a Domino's customer, I was like, is it a Domino's customer, I was like, is it a Domino's going to fall? going to fall? going to fall? >> Yeah. And then now you know obviously um >> Yeah. And then now you know obviously um >> Yeah. And then now you know obviously um ARMs started to make some traction in ARMs started to make some traction in ARMs started to make some traction in the PC space right they already yeah do the PC space right they already yeah do the PC space right they already yeah do dominated mobile dominated mobile dominated mobile >> and a lot of what they've done >> and a lot of what they've done >> and a lot of what they've done especially with some of their more especially with some of their more especially with some of their more advanced and larger scale M series chips advanced and larger scale M series chips advanced and larger scale M series chips they're influencing uh supercomputing they're influencing uh supercomputing they're influencing uh supercomputing >> super computing you know >> super computing you know >> super computing you know >> with long battery life just in case you >> with long battery life just in case you >> with long battery life just in case you need battery life for 9 or less heat need battery life for 9 or less heat need battery life for 9 or less heat would it be less heat do you balance would it be less heat do you balance would it be less heat do you balance Well, they need they need um they need Well, they need they need um they need Well, they need they need um they need efficiency, power efficiency in these efficiency, power efficiency in these efficiency, power efficiency in these large data center building AI data large data center building AI data large data center building AI data centers that are power hungry and centers that are power hungry and centers that are power hungry and they're going to generate a lot of heat.

  11. they're going to generate a lot of heat. they're going to generate a lot of heat. I hear that they might need some liquid I hear that they might need some liquid I hear that they might need some liquid cooling. Have you ever heard of that? cooling. Have you ever heard of that? cooling. Have you ever heard of that? >> Oh my god. >> Oh my god. >> Oh my god. >> Is that a thing? Is that a thing? Liquid >> Is that a thing? Is that a thing? Liquid >> Is that a thing? Is that a thing? Liquid cooling. Yes. cooling. Yes. cooling. Yes. >> Well, but but can you imagine though? >> Well, but but can you imagine though? >> Well, but but can you imagine though? Cuz if I think like if I just think of, Cuz if I think like if I just think of, Cuz if I think like if I just think of, you know, I've got a MacBook Pro with an you know, I've got a MacBook Pro with an you know, I've got a MacBook Pro with an M4 Pro on it and it's faster than M4 Pro on it and it's faster than M4 Pro on it and it's faster than anything I've ever had on from a Windows anything I've ever had on from a Windows anything I've ever had on from a Windows PC ever and the graphics are better and PC ever and the graphics are better and PC ever and the graphics are better and yet somehow the battery lasts like 18 or yet somehow the battery lasts like 18 or yet somehow the battery lasts like 18 or 24 hours. What kind of voodoo magic is 24 hours. What kind of voodoo magic is 24 hours. What kind of voodoo magic is happening there that allows that to happening there that allows that to happening there that allows that to happen? Because if I had a normal just happen? Because if I had a normal just happen? Because if I had a normal just in PC like we've always had, I get like in PC like we've always had, I get like in PC like we've always had, I get like 2 hours of battery life, you know, if 2 hours of battery life, you know, if 2 hours of battery life, you know, if it's cranking. And so now what we're it's cranking. And so now what we're it's cranking. And so now what we're thinking here is in those data centers thinking here is in those data centers thinking here is in those data centers and we've been talking about ARM servers and we've been talking about ARM servers and we've been talking about ARM servers for a while and they're here and there for a while and they're here and there for a while and they're here and there and you see some custom ones maybe like and you see some custom ones maybe like and you see some custom ones maybe like in in Amazon you can say I forgot they in in Amazon you can say I forgot they in in Amazon you can say I forgot they have a name for it to get an ARM uh have a name for it to get an ARM uh have a name for it to get an ARM uh >> cranium inferentia >> cranium inferentia >> cranium inferentia >> something like that. >> something like that. >> something like that. >> Yeah. and get an ARMbased thing. But I >> Yeah. and get an ARMbased thing. But I >> Yeah. and get an ARMbased thing. But I think in this world where there's this think in this world where there's this think in this world where there's this race, race, race, >> graviton, >> graviton, >> graviton, >> graviton, >> graviton, >> graviton, >> graviton, >> graviton, >> graviton, >> graviton. But now there's this race to >> graviton. But now there's this race to >> graviton. But now there's this race to build these AI data centers everywhere build these AI data centers everywhere build these AI data centers everywhere that's huge, hugely expensive.

  12. that's huge, hugely expensive. that's huge, hugely expensive. >> And there's the liquid cooling and we're >> And there's the liquid cooling and we're >> And there's the liquid cooling and we're talking about needing a lot more water. talking about needing a lot more water. talking about needing a lot more water. Some people think we don't need more Some people think we don't need more Some people think we don't need more water. I think maybe we might need I water. I think maybe we might need I water. I think maybe we might need I don't know don't know don't know >> 50 times more water possibly. Don't >> 50 times more water possibly. Don't >> 50 times more water possibly. Don't worry about the humans. Don't worry worry about the humans. Don't worry worry about the humans. Don't worry about the humans. It's okay. We're fine. about the humans. It's okay. We're fine. about the humans. It's okay. We're fine. >> And yeah, electricity. Forget about the >> And yeah, electricity. Forget about the >> And yeah, electricity. Forget about the Yeah, forget about the air conditioning Yeah, forget about the air conditioning Yeah, forget about the air conditioning in in in >> air conditioning. >> air conditioning. >> air conditioning. >> You know, all these really, really hot >> You know, all these really, really hot >> You know, all these really, really hot places that they're trying to put these places that they're trying to put these places that they're trying to put these data centers, right? data centers, right? data centers, right? >> Yes. Let's put those in uh >> Yes. Let's put those in uh >> Yes. Let's put those in uh >> Memphis. >> Memphis. >> Memphis. >> Memphis, Tennessee or Abene, Texas. Out >> Memphis, Tennessee or Abene, Texas. Out >> Memphis, Tennessee or Abene, Texas. Out in West Texas. in West Texas. in West Texas. >> Have you ever been to Memphis during >> Have you ever been to Memphis during >> Have you ever been to Memphis during this summer? this summer? this summer? >> It's a little It was a little toasty. >> It's a little It was a little toasty. >> It's a little It was a little toasty. >> Yeah. >> Yeah. >> Yeah. >> West Texas is also a little toasty out >> West Texas is also a little toasty out >> West Texas is also a little toasty out there, you know, there, you know, there, you know, >> but muggy, too. >> but muggy, too. >> but muggy, too. >> They're thinking they're going to get a >> They're thinking they're going to get a >> They're thinking they're going to get a lot of extra juice from the Peran Basin lot of extra juice from the Peran Basin lot of extra juice from the Peran Basin out there out there out there >> with all those oil rigs going. Um Maybe >> with all those oil rigs going. Um Maybe >> with all those oil rigs going. Um Maybe they'll do one of those Star Wars they'll do one of those Star Wars they'll do one of those Star Wars things, you know, like on Tatooine. things, you know, like on Tatooine. things, you know, like on Tatooine. Yeah. Yeah. Yeah. >> They had those moisture >> They had those moisture >> They had those moisture >> moisture, you know, cuz you know Luke >> moisture, you know, cuz you know Luke >> moisture, you know, cuz you know Luke Skywalker was a moisture farmer, right? Skywalker was a moisture farmer, right? Skywalker was a moisture farmer, right? >> You know what? >> You know what? >> You know what? >> You know what? Oh, dude. >> You know what? Oh, dude. >> You know what? Oh, dude. We're going to be moisture farmers.

  13. We're going to be moisture farmers. We're going to be moisture farmers. >> Yeah. Droids. >> Yeah. Droids. >> Yeah. Droids. >> Droids. >> Droids. >> Droids. >> Yeah. AI. >> Yeah. AI. >> Yeah. AI. >> AI. >> AI. >> AI. >> Right. The only thing that they didn't >> Right. The only thing that they didn't >> Right. The only thing that they didn't have was TSMC. So, the Death Star plans have was TSMC. So, the Death Star plans have was TSMC. So, the Death Star plans weren't stored on tape. weren't stored on tape. weren't stored on tape. >> No, >> No, >> No, >> they weren't. Not even a hard drive, >> they weren't. Not even a hard drive, >> they weren't. Not even a hard drive, dude. Not even a hard drive. dude. Not even a hard drive. dude. Not even a hard drive. >> Freaking tape, man. >> Freaking tape, man. >> Freaking tape, man. >> Like in Rogue One. >> Like in Rogue One. >> Like in Rogue One. >> Oh my goodness. >> Oh my goodness. >> Oh my goodness. >> Yeah, exactly. I need to go get the hard >> Yeah, exactly. I need to go get the hard >> Yeah, exactly. I need to go get the hard drive out of that tower somehow and then drive out of that tower somehow and then drive out of that tower somehow and then beam it. Ridiculous. beam it. Ridiculous. beam it. Ridiculous. >> But I got to use the go right to where >> But I got to use the go right to where >> But I got to use the go right to where the antenna is. the antenna is. the antenna is. >> No, no, no. Because in our last episode, >> No, no, no. Because in our last episode, >> No, no, no. Because in our last episode, we talked about new innovations in a we talked about new innovations in a we talked about new innovations in a data center power and energy. data center power and energy. data center power and energy. >> We're creating energy. >> We're creating energy. >> We're creating energy. >> Oh, yeah. And then also, oh by the way, >> Oh, yeah. And then also, oh by the way, >> Oh, yeah. And then also, oh by the way, if anyone's trying to figure out what if anyone's trying to figure out what if anyone's trying to figure out what the future of work is, we have the we the future of work is, we have the we the future of work is, we have the we invented two invented two invented two >> new >> new >> new >> career paths for everyone. Okay, >> career paths for everyone. Okay, >> career paths for everyone. Okay, >> but hey, farming liquid cooling plumber. >> but hey, farming liquid cooling plumber. >> but hey, farming liquid cooling plumber. >> Yeah, >> Yeah, >> Yeah, >> it's like liquid plumber. >> it's like liquid plumber. >> it's like liquid plumber. >> No, no, no, no. Don't give it away. >> No, no, no, no. Don't give it away. >> No, no, no, no. Don't give it away. They're supposed to watch the episode, They're supposed to watch the episode, They're supposed to watch the episode, man. man. man. >> Oh, sorry.

  14. >> Oh, sorry. >> Oh, sorry. >> Anyway, >> Anyway, >> Anyway, >> yeah, Oyster Farms. So you can you can >> yeah, Oyster Farms. So you can you can >> yeah, Oyster Farms. So you can you can go and set up um a massive data center go and set up um a massive data center go and set up um a massive data center >> in Memphis. >> in Memphis. >> in Memphis. >> Yeah. >> Yeah. >> Yeah. >> Where in the summer it gets really hot >> Where in the summer it gets really hot >> Where in the summer it gets really hot and you have these moisture farms that and you have these moisture farms that and you have these moisture farms that you you you >> you know and obviously you want to >> you know and obviously you want to >> you know and obviously you want to consult with Luke Skywalker on how to consult with Luke Skywalker on how to consult with Luke Skywalker on how to optimally lay these moisture farms out optimally lay these moisture farms out optimally lay these moisture farms out and then suck all of the moisture out of and then suck all of the moisture out of and then suck all of the moisture out of the air so that you have now more the air so that you have now more the air so that you have now more tolerable summers in in Tennessee. tolerable summers in in Tennessee. tolerable summers in in Tennessee. >> Yeah. Yeah. >> Yeah. Yeah. >> Yeah. Yeah. >> Brilliant. You know, Luke is some kind >> Brilliant. You know, Luke is some kind >> Brilliant. You know, Luke is some kind of he's kind of whiny sometime like when of he's kind of whiny sometime like when of he's kind of whiny sometime like when he was at he's like I don't know that he was at he's like I don't know that he was at he's like I don't know that kid kid kid >> that kid. Yeah. >> that kid. Yeah. >> that kid. Yeah. >> Yeah. You know. >> Yeah. You know. >> Yeah. You know. >> Yeah. I think we need to send him to DOA >> Yeah. I think we need to send him to DOA >> Yeah. I think we need to send him to DOA and get some Jedi training. So, you and get some Jedi training. So, you and get some Jedi training. So, you know, know, know, >> he needs that big time. He needs to get >> he needs that big time. He needs to get >> he needs that big time. He needs to get >> go to boot camp. Yeah. Jedi boot camp. >> go to boot camp. Yeah. Jedi boot camp. >> go to boot camp. Yeah. Jedi boot camp. >> Jedi boot camp. It's going to help that. >> Jedi boot camp. It's going to help that. >> Jedi boot camp. It's going to help that. So, yeah. So, you know what? We're here. So, yeah. So, you know what? We're here. So, yeah. So, you know what? We're here. We're talking about the deep stuff that We're talking about the deep stuff that We're talking about the deep stuff that no one else is talking about. So, we're no one else is talking about. So, we're no one else is talking about. So, we're talking about how we should be building talking about how we should be building talking about how we should be building these data centers and we're also going these data centers and we're also going these data centers and we're also going to probably you'll hear us more talking to probably you'll hear us more talking to probably you'll hear us more talking about policy. How does society and about policy. How does society and about policy. How does society and economics change economics change economics change >> based on this new world that's >> based on this new world that's >> based on this new world that's approaching quickly this AI world? This approaching quickly this AI world? This approaching quickly this AI world? This AI mean AI mean AI mean a plan we've talked about that start a plan we've talked about that start a plan we've talked about that start from the president of the United States.

  15. from the president of the United States. from the president of the United States. He's got what's David Saxs running the He's got what's David Saxs running the He's got what's David Saxs running the AI team and uh AI team and uh AI team and uh >> and the AI action plan. It's an action >> and the AI action plan. It's an action >> and the AI action plan. It's an action plan and you should read it. You can go plan and you should read it. You can go plan and you should read it. You can go download it download it download it >> and you should read it. And it basically >> and you should read it. And it basically >> and you should read it. And it basically tells you that the United States is tells you that the United States is tells you that the United States is going to go all in. going to go all in. going to go all in. >> Yeah. >> Yeah. >> Yeah. >> And turn the entire country into one big >> And turn the entire country into one big >> And turn the entire country into one big AI factory. AI factory. AI factory. >> And so what does that mean for you and >> And so what does that mean for you and >> And so what does that mean for you and what does that mean for careers? What what does that mean for careers? What what does that mean for careers? What does that mean for society? Right. And does that mean for society? Right. And does that mean for society? Right. And so I know we've talked about this here so I know we've talked about this here so I know we've talked about this here and there before, but we'll probably and there before, but we'll probably and there before, but we'll probably maybe we'll write stuff about this too. maybe we'll write stuff about this too. maybe we'll write stuff about this too. >> Yeah, maybe you will at IDC. >> Yeah, maybe you will at IDC. >> Yeah, maybe you will at IDC. >> Yeah, maybe I will at IDC. I could get >> Yeah, maybe I will at IDC. I could get >> Yeah, maybe I will at IDC. I could get fired though. Why? fired though. Why? fired though. Why? >> I don't know. It might be >> I don't know. It might be >> I don't know. It might be >> good stuff. >> good stuff. >> good stuff. >> It could be. But you know how sometimes >> It could be. But you know how sometimes >> It could be. But you know how sometimes you might say something that's good and you might say something that's good and you might say something that's good and then then then >> you get canned for it. >> you get canned for it. >> you get canned for it. >> Yeah. No, no, no. There's a difference >> Yeah. No, no, no. There's a difference >> Yeah. No, no, no. There's a difference between good and honest times. between good and honest times. between good and honest times. >> Oh, you're right. >> Oh, you're right. >> Oh, you're right. >> They're two different kind of qualities. >> They're two different kind of qualities. >> They're two different kind of qualities. Most people will consider honest good, Most people will consider honest good, Most people will consider honest good, but but but >> yeah, you're right. I've heard someone >> yeah, you're right. I've heard someone >> yeah, you're right. I've heard someone told me told me told me >> some people don't. >> some people don't. >> some people don't. >> Some people told me that the truth >> Some people told me that the truth >> Some people told me that the truth should be dispensed just sparingly, a should be dispensed just sparingly, a should be dispensed just sparingly, a little bit at a time.

  16. little bit at a time. little bit at a time. >> Depends on how much dirty laundry you're >> Depends on how much dirty laundry you're >> Depends on how much dirty laundry you're dealing with. want to do too much on dealing with. want to do too much on dealing with. want to do too much on people cuz they'll just be like, people cuz they'll just be like, people cuz they'll just be like, >> "Oh my gosh, good stuff." Well, I'm so >> "Oh my gosh, good stuff." Well, I'm so >> "Oh my gosh, good stuff." Well, I'm so glad we were able to get together here. glad we were able to get together here. glad we were able to get together here. Data points. Data points. Data points. >> You know what? You know, we're always on >> You know what? You know, we're always on >> You know what? You know, we're always on weekly on IoT Coffee Talk. You know, weekly on IoT Coffee Talk. You know, weekly on IoT Coffee Talk. You know, >> uh we're one of the original hosts and >> uh we're one of the original hosts and >> uh we're one of the original hosts and >> we had so many wonderful people join the >> we had so many wonderful people join the >> we had so many wonderful people join the crew. You know, we have Debbie Reynolds, crew. You know, we have Debbie Reynolds, crew. You know, we have Debbie Reynolds, we have uh Bill Pew, we have uh we have uh Bill Pew, we have uh we have uh Bill Pew, we have uh >> Steve Brummer. >> Steve Brummer. >> Steve Brummer. >> Yeah, Steve Brummer. We have Dimmitri >> Yeah, Steve Brummer. We have Dimmitri >> Yeah, Steve Brummer. We have Dimmitri Vulman. Vulman. Vulman. >> Demetri. Mr. Positive. We have two Mr. >> Demetri. Mr. Positive. We have two Mr. >> Demetri. Mr. Positive. We have two Mr. Positives. Positives. Positives. >> Yeah. Yeah. >> Yeah. Yeah. >> Yeah. Yeah. >> Yeah. Him and Rick Bada. >> Yeah. Him and Rick Bada. >> Yeah. Him and Rick Bada. >> Yeah. Well, Rick doesn't show up >> Yeah. Well, Rick doesn't show up >> Yeah. Well, Rick doesn't show up anymore. anymore. anymore. >> That's true. That's true. He abandoned >> That's true. That's true. He abandoned >> That's true. That's true. He abandoned us. us. us. >> So maybe Demetri is trying to make up >> So maybe Demetri is trying to make up >> So maybe Demetri is trying to make up for for for >> Yeah, exactly. >> Yeah, exactly. >> Yeah, exactly. >> Okay, I got that. >> Okay, I got that. >> Okay, I got that. >> He's bringing the spirit of the Bada to >> He's bringing the spirit of the Bada to >> He's bringing the spirit of the Bada to the show. the show. the show. >> I love posting stuff on LinkedIn and >> I love posting stuff on LinkedIn and >> I love posting stuff on LinkedIn and then just waiting a countdown timer to then just waiting a countdown timer to then just waiting a countdown timer to Dimmitri comes and says something Dimmitri comes and says something Dimmitri comes and says something negative about it. negative about it. negative about it. >> That's that's that's what gives me joy. >> That's that's that's what gives me joy. >> That's that's that's what gives me joy. >> Yeah. Yeah. Well, you know, I mean, it >> Yeah. Yeah. Well, you know, I mean, it >> Yeah. Yeah. Well, you know, I mean, it is kind of cool because it's like is kind of cool because it's like is kind of cool because it's like getting Rick with a French accent, you getting Rick with a French accent, you getting Rick with a French accent, you know.

  17. know. know. >> Go Rick with a French accent. It's >> Go Rick with a French accent. It's >> Go Rick with a French accent. It's something you didn't know that you something you didn't know that you something you didn't know that you needed and you got it anyway. You're needed and you got it anyway. You're needed and you got it anyway. You're welcome, America. welcome, America. welcome, America. >> Yeah. It's just like all Apple. >> Yeah. It's just like all Apple. >> Yeah. It's just like all Apple. >> There you go. >> There you go. >> There you go. >> You didn't know you needed it. >> You didn't know you needed it. >> You didn't know you needed it. >> You didn't know you needed it. That's >> You didn't know you needed it. That's >> You didn't know you needed it. That's right. Remember Steve Jobs? Like, you'll right. Remember Steve Jobs? Like, you'll right. Remember Steve Jobs? Like, you'll find out when I tell you that this is find out when I tell you that this is find out when I tell you that this is what you want. Customer doesn't know what you want. Customer doesn't know what you want. Customer doesn't know what they want. what they want. what they want. >> So, we're here cuz I'm on this road trip >> So, we're here cuz I'm on this road trip >> So, we're here cuz I'm on this road trip right now. I'm moving. I'm migrating right now. I'm moving. I'm migrating right now. I'm moving. I'm migrating from the Pacific Northwest to Texas, from the Pacific Northwest to Texas, from the Pacific Northwest to Texas, which is a big trip and a big move. And which is a big trip and a big move. And which is a big trip and a big move. And uh and so yeah, just happen to be in uh and so yeah, just happen to be in uh and so yeah, just happen to be in SoCal. SoCal. SoCal. >> Yeah. >> Yeah. >> Yeah. >> And of course, now I'm having second >> And of course, now I'm having second >> And of course, now I'm having second thoughts about proceeding on cuz it sure thoughts about proceeding on cuz it sure thoughts about proceeding on cuz it sure is nice here. is nice here. is nice here. >> I think I might just need to, you know, >> I think I might just need to, you know, >> I think I might just need to, you know, put stakes in the ground here in Dana put stakes in the ground here in Dana put stakes in the ground here in Dana Point or up the road in Lagona or maybe Point or up the road in Lagona or maybe Point or up the road in Lagona or maybe in San Clemente. in San Clemente. in San Clemente. >> I was about to say >> I was about to say >> I was about to say >> San Clemente might be good. >> San Clemente might be good. >> San Clemente might be good. >> You might go to San Clemente for dinner >> You might go to San Clemente for dinner >> You might go to San Clemente for dinner tonight. You might tonight. You might tonight. You might >> I might just stay, you know, or head >> I might just stay, you know, or head >> I might just stay, you know, or head down your way. down your way. down your way. >> There you go. >> There you go. >> There you go. >> La Hoya, Carl'sbad, San Diego. >> La Hoya, Carl'sbad, San Diego. >> La Hoya, Carl'sbad, San Diego. >> Yeah. >> Yeah. >> Yeah. >> You know, >> You know, >> You know, >> so yeah, >> so yeah, >> so yeah, >> I used to be a resident of San Diego >> I used to be a resident of San Diego >> I used to be a resident of San Diego >> next to the airport >> next to the airport >> next to the airport >> at the boot camp >> at the boot camp >> at the boot camp >> and then PointLoma. So, >> and then PointLoma. So, >> and then PointLoma. So, >> uh, >> uh, >> uh, >> thank God for the >> thank God for the >> thank God for the >> beautiful places.

  18. >> beautiful places. >> beautiful places. >> Absolutely. Absolutely amazing. >> Absolutely. Absolutely amazing. >> Absolutely. Absolutely amazing. >> So, we'll be we'll be checking in, but >> So, we'll be we'll be checking in, but >> So, we'll be we'll be checking in, but yes, few more days of driving to Texas. yes, few more days of driving to Texas. yes, few more days of driving to Texas. It's going to be great. And we're going It's going to be great. And we're going It's going to be great. And we're going to do lots of good fun stuff there. And to do lots of good fun stuff there. And to do lots of good fun stuff there. And maybe we'll do some live shots from the maybe we'll do some live shots from the maybe we'll do some live shots from the ranch. ranch. ranch. >> Oh, and maybe >> Oh, and maybe >> Oh, and maybe >> maybe we're going to really start >> maybe we're going to really start >> maybe we're going to really start planting Weber blue agave cactus to planting Weber blue agave cactus to planting Weber blue agave cactus to create tequila create tequila create tequila >> tequila >> tequila >> tequila >> in Texas. >> in Texas. >> in Texas. >> So, you're going to you're going to >> So, you're going to you're going to >> So, you're going to you're going to follow the footsteps of Sammy Hagar and follow the footsteps of Sammy Hagar and follow the footsteps of Sammy Hagar and make your own make your own make your own >> and George Clooney and uh the guy Paul >> and George Clooney and uh the guy Paul >> and George Clooney and uh the guy Paul Mitchell guy, Mitchell guy, Mitchell guy, >> you know, the hair guy. >> you know, the hair guy. >> you know, the hair guy. >> The guy the hair guy. >> The guy the hair guy. >> The guy the hair guy. >> Everyone thought he became a billionaire >> Everyone thought he became a billionaire >> Everyone thought he became a billionaire because of his hair products. It turns because of his hair products. It turns because of his hair products. It turns out no. was cuz he was the investor in out no. was cuz he was the investor in out no. was cuz he was the investor in Patron and Patron was the first big Patron and Patron was the first big Patron and Patron was the first big explosion of ultra premium tequila and explosion of ultra premium tequila and explosion of ultra premium tequila and that's how he made all his money and that's how he made all his money and that's how he made all his money and then now you're right uh and uh McConn then now you're right uh and uh McConn then now you're right uh and uh McConn and his wife have something called and his wife have something called and his wife have something called Pantalonus. Everybody's in on the Pantalonus. Everybody's in on the Pantalonus. Everybody's in on the tequila game. tequila game. tequila game. >> Tequila. >> Tequila. >> Tequila. >> Oh, >> Oh, >> Oh, >> we're going to have a glut of tequila >> we're going to have a glut of tequila >> we're going to have a glut of tequila soon. soon. soon. >> Ryan Reynolds I think had a gin, >> Ryan Reynolds I think had a gin, >> Ryan Reynolds I think had a gin, aviation gin or something. I think he aviation gin or something. I think he aviation gin or something. I think he sold it already.

  19. sold it already. sold it already. >> Yeah, but that's not >> Yeah, but that's not >> Yeah, but that's not >> Maybe we'll have our own tequila. But >> Maybe we'll have our own tequila. But >> Maybe we'll have our own tequila. But here's the deal. Apparently, just like here's the deal. Apparently, just like here's the deal. Apparently, just like champagne in France, I can't call it champagne in France, I can't call it champagne in France, I can't call it tequila if it doesn't come from Halisco tequila if it doesn't come from Halisco tequila if it doesn't come from Halisco >> in Mexico. Yeah. >> in Mexico. Yeah. >> in Mexico. Yeah. >> Wow. So, >> Wow. So, >> Wow. So, >> what what do you guys think about >> what what do you guys think about >> what what do you guys think about Texila? Texila? Texila? >> Texila. >> Texila. >> Texila. >> Does that roll off the tongue? Yeah. >> Does that roll off the tongue? Yeah. >> Does that roll off the tongue? Yeah. >> Yeah. >> Yeah. >> Yeah. >> See? Huh? Huh? Yeah. Anyway, so all this >> See? Huh? Huh? Yeah. Anyway, so all this >> See? Huh? Huh? Yeah. Anyway, so all this craziness is going to happen. craziness is going to happen. craziness is going to happen. >> Texila. >> Texila. >> Texila. >> Texila. >> Texila. >> Texila. >> Mexicila. >> Mexicila. >> Mexicila. >> Tax Mexicila. Okay. >> Tax Mexicila. Okay. >> Tax Mexicila. Okay. >> Tex Mexicila. >> Tex Mexicila. >> Tex Mexicila. >> All right. >> All right. >> All right. >> Yeah. You heard it here first. >> Yeah. You heard it here first. >> Yeah. You heard it here first. >> You heard it here first. So, look >> You heard it here first. So, look >> You heard it here first. So, look forward to that. more tech insights and forward to that. more tech insights and forward to that. more tech insights and tequila tequila tequila >> in Texas and everything like that. >> in Texas and everything like that. >> in Texas and everything like that. >> And nice hot, humid Houston, which is >> And nice hot, humid Houston, which is >> And nice hot, humid Houston, which is very similar to uh Singapore. very similar to uh Singapore. very similar to uh Singapore. >> You know, >> You know, >> You know, >> you're really selling the place. >> you're really selling the place. >> you're really selling the place. >> I'm really selling it. I'm really >> I'm really selling it. I'm really >> I'm really selling it. I'm really selling it. Yeah, that's all right. It's selling it. Yeah, that's all right. It's selling it. Yeah, that's all right. It's all good. all good. all good. >> I think you're we're seeing more people >> I think you're we're seeing more people >> I think you're we're seeing more people betting that you'll probably end up in betting that you'll probably end up in betting that you'll probably end up in San Clemente than actually making it to San Clemente than actually making it to San Clemente than actually making it to Houston. Even though it seems like Houston. Even though it seems like Houston. Even though it seems like there's a crap ton of people who are there's a crap ton of people who are there's a crap ton of people who are really anxious to have you back in really anxious to have you back in really anxious to have you back in Texas.

  20. Texas. Texas. >> It feels that way. I'm feeling a lot of >> It feels that way. I'm feeling a lot of >> It feels that way. I'm feeling a lot of love. So, there's that. Good. love. So, there's that. Good. love. So, there's that. Good. >> Well, that's where you're from, right? >> Well, that's where you're from, right? >> Well, that's where you're from, right? >> It's originally where I'm from. Yes. >> It's originally where I'm from. Yes. >> It's originally where I'm from. Yes. >> Actually, I'm originally I was born in >> Actually, I'm originally I was born in >> Actually, I'm originally I was born in Abalene, which is where the giant data Abalene, which is where the giant data Abalene, which is where the giant data center is being built right there. The center is being built right there. The center is being built right there. The >> what's it called? Stargate. >> what's it called? Stargate. >> what's it called? Stargate. >> Stargate. Yeah. >> Stargate. Yeah. >> Stargate. Yeah. >> Gotta love that. >> Gotta love that. >> Gotta love that. >> Yeah. >> Yeah. >> Yeah. >> You can tell that all this tech is built >> You can tell that all this tech is built >> You can tell that all this tech is built by total nerds who watch sci-fi movies by total nerds who watch sci-fi movies by total nerds who watch sci-fi movies and comic books, right? and comic books, right? and comic books, right? >> That's too crazy. Nothing's changed. >> That's too crazy. Nothing's changed. >> That's too crazy. Nothing's changed. >> Yeah. >> Yeah. >> Yeah. >> All right. All right. >> All right. All right. >> All right. All right. >> So, all right. Um, thanks for tuning in >> So, all right. Um, thanks for tuning in >> So, all right. Um, thanks for tuning in as usual. You know, we love all you as usual. You know, we love all you as usual. You know, we love all you people who actually um watch our show people who actually um watch our show people who actually um watch our show and listen to us rant every week. and listen to us rant every week. and listen to us rant every week. >> Absolutely. >> Absolutely. >> Absolutely. >> And uh we love you. >> And uh we love you. >> And uh we love you. >> Yeah, of course. >> Yeah, of course. >> Yeah, of course. >> Both of you. >> Both of you. >> Both of you. >> Both of you. Yeah. You two people. >> Both of you. Yeah. You two people. >> Both of you. Yeah. You two people. >> Yeah. Absolutely. >> Yeah. Absolutely. >> Yeah. Absolutely. >> We see you. We see you. >> We see you. We see you. >> We see you. We see you. >> But uh yeah, Rob, you know, safe >> But uh yeah, Rob, you know, safe >> But uh yeah, Rob, you know, safe journeys. It's great to catch up with journeys. It's great to catch up with journeys. It's great to catch up with you here in SoCal. you here in SoCal. you here in SoCal. >> Absolutely. It's a good place to be, >> Absolutely. It's a good place to be, >> Absolutely. It's a good place to be, man. For sure. man. For sure. man. For sure. >> Enjoy your stay and time with family.

  21. >> Enjoy your stay and time with family. >> Enjoy your stay and time with family. So, So, So, >> absolutely. >> absolutely. >> absolutely. >> Yeah. So, hey, remember www.iotalk.com for the straightest talk about tech. for the straightest talk about tech. >> Exactly. >> Exactly. >> Exactly. >> In the entire metaverse. >> In the entire metaverse. >> In the entire metaverse. The entire metaverse. The entire metaverse. The entire metaverse. >> You won't find it anywhere else in the >> You won't find it anywhere else in the >> You won't find it anywhere else in the metaverse. Actually, metaverse. Actually, metaverse. Actually, >> no. You won't. All right. Take care. >> no. You won't. All right. Take care. >> no. You won't. All right. Take care. >> Adios. Heat. >> Adios. Heat. >> Adios. Heat. [Music]

Summary

The main theme is AI news and tech discussions at an AI summit, mentioning Broadcom's stock surge due to an AI customer and Sam Altman's potential LinkedIn competitor. The practical takeaway is to not take financial advice from the hosts and that being suspended from a platform can be a sign of being "legit."

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