IoT Coffee Talk on the first day of CES 2026

I saw a lot of stuff [music] there. I saw a lot of stuff [music] there. Sorry, Sorry, Sorry, 3 2 1 You do it. Okay, this is the [music] IoT coffee Okay, this is the [music] IoT coffee talk. I just arrived here in Vegas. My talk. I just arrived here in Vegas. My talk. I just arrived here in Vegas. My buddy's here I've been here for the buddy's here I've been here for the buddy's here I've been here for the entire day so they have more interesting entire day so they have more interesting entire day so they have more interesting things to say today. things to say today. things to say today. I'm going to try to add value though I'm going to try to add value though I'm going to try to add value though holding the mic. Right? How you going to holding the mic. Right? How you going to holding the mic. Right? How you going to do that man? Holding the mic? That's do that man? Holding the mic? That's do that man? Holding the mic? That's what I'm going to do. Right? what I'm going to do. Right? what I'm going to do. Right? So what do you think Rob? So what do you think Rob? So what do you think Rob? I think it's great man. I think it's great man. I think it's great man. I think it's great man. I love Vegas so I think it's great man. I love Vegas so I think it's great man. I love Vegas so much. much. much. I'm so glad TO BE IN VEGAS SO WE'RE I'm so glad TO BE IN VEGAS SO WE'RE I'm so glad TO BE IN VEGAS SO WE'RE GOING TO DO THIS TALK LIKE IT SHOULD BE GOING TO DO THIS TALK LIKE IT SHOULD BE GOING TO DO THIS TALK LIKE IT SHOULD BE DONE. YOU KNOW WHAT I MEAN. DONE. YOU KNOW WHAT I MEAN. DONE. YOU KNOW WHAT I MEAN. WE JUST GOT BACK FROM THE SPHERE. YOU WE JUST GOT BACK FROM THE SPHERE. YOU WE JUST GOT BACK FROM THE SPHERE. YOU WOULDN'T BELIEVE the [ __ ] we saw AT THE WOULDN'T BELIEVE the [ __ ] we saw AT THE WOULDN'T BELIEVE the [ __ ] we saw AT THE SPHERE. SPHERE. SPHERE. OH my god we had GWEN STEFANI. OH GWEN STEFANI. OH I HAD TO GO TO DESK. I SAW HER face I HAD TO GO TO DESK. I SAW HER face I HAD TO GO TO DESK. I SAW HER face and I WAS LIKE and I WAS LIKE and I WAS LIKE SHE STILL LOOKS GREAT MAN. Gwen Stefani SHE STILL LOOKS GREAT MAN. Gwen Stefani SHE STILL LOOKS GREAT MAN. Gwen Stefani looks great. She was great. Yeah she looks great. She was great. Yeah she looks great. She was great. Yeah she sounded good. Yeah. sounded good. Yeah. sounded good. Yeah. Raspy but just like mine. Yeah. Yeah Raspy but just like mine. Yeah. Yeah Raspy but just like mine. Yeah. Yeah yeah. Just like that. Absolutely. We saw yeah. Just like that. Absolutely. We saw yeah. Just like that. Absolutely. We saw Lip Bhutan. Yeah. You know. We saw Dr.

Lip Bhutan. Yeah. You know. We saw Dr. Lip Bhutan. Yeah. You know. We saw Dr. Lisa Su. Yeah. Lisa Su. Yeah. Lisa Su. Yeah. We saw we saw Cristiano. Yeah. We saw we saw Cristiano. Yeah. We saw we saw Cristiano. Yeah. You know. We saw Jensen Huang. Yeah. I You know. We saw Jensen Huang. Yeah. I You know. We saw Jensen Huang. Yeah. I mean you know. All in the same all in mean you know. All in the same all in mean you know. All in the same all in the same space. the same space. the same space. You know and all bound together by YY You know and all bound together by YY You know and all bound together by YY from Lenovo. Everybody together but one from Lenovo. Everybody together but one from Lenovo. Everybody together but one notable notable notable missing person was Jensen. Jensen's he's missing person was Jensen. Jensen's he's missing person was Jensen. Jensen's he's too busy. Jensen's so busy. too busy. Jensen's so busy. too busy. Jensen's so busy. How do you become a rockstar like How do you become a rockstar like How do you become a rockstar like Jensen? Is it the jacket? I think it's Jensen? Is it the jacket? I think it's Jensen? Is it the jacket? I think it's jacket. Is it the jacket? Is it the jacket. Is it the jacket? Is it the jacket. Is it the jacket? Is it the jacket? jacket? jacket? Well you got you have to see Well you got you have to see Well you got you have to see multi-trillion dollar valuation. multi-trillion dollar valuation. multi-trillion dollar valuation. That yeah. That yeah. That yeah. I mean it's been a long time since we've I mean it's been a long time since we've I mean it's been a long time since we've had a a person a figure intact that is had a a person a figure intact that is had a a person a figure intact that is that big a deal. that big a deal. that big a deal. You know what I mean? Bill G. Bill G in You know what I mean? Bill G. Bill G in You know what I mean? Bill G. Bill G in the in the Comdex days. Bill G in terms the in the Comdex days. Bill G in terms the in the Comdex days. Bill G in terms of the vision. Yeah. of the vision. Yeah. of the vision. Yeah. Big jobs. Bill G. Big jobs. Big jobs. Bill G. Big jobs. Big jobs. Bill G. Big jobs. Yeah. I think they're all in there. Yeah. I think they're all in there. Yeah. I think they're all in there. They're all in there. And I guess I feel They're all in there. And I guess I feel They're all in there. And I guess I feel like we've had a trough or like we've had a trough or like we've had a trough or we had that dip. We had Zuckerberg who we had that dip. We had Zuckerberg who we had that dip. We had Zuckerberg who was like just kind of kind of half-assed was like just kind of kind of half-assed was like just kind of kind of half-assed kind of you know. The only time I'd see kind of you know. The only time I'd see kind of you know. The only time I'd see Zuckerberg speaking is when he's like Zuckerberg speaking is when he's like Zuckerberg speaking is when he's like yes senator I DON'T RECALL THAT.

yes senator I DON'T RECALL THAT. yes senator I DON'T RECALL THAT. >> [laughter] >> [laughter] >> [laughter] >> HE DIDN'T he didn't make the cut. He >> HE DIDN'T he didn't make the cut. He >> HE DIDN'T he didn't make the cut. He didn't make the cut. No he didn't make didn't make the cut. No he didn't make didn't make the cut. No he didn't make the cut. But Jensen it's like every the cut. But Jensen it's like every the cut. But Jensen it's like every company when they do their event and company when they do their event and company when they do their event and they have their keynotes they'll they have their keynotes they'll they have their keynotes they'll probably pay whatever money they have to probably pay whatever money they have to probably pay whatever money they have to get Jensen just walk on stage. Well he's get Jensen just walk on stage. Well he's get Jensen just walk on stage. Well he's been over 30 years as CEO and he's been over 30 years as CEO and he's been over 30 years as CEO and he's the longest serving CEO of tech CEO. the longest serving CEO of tech CEO. the longest serving CEO of tech CEO. Exactly. Yeah. Exactly. Yeah. Exactly. Yeah. That's pretty amazing. Don't we love his That's pretty amazing. Don't we love his That's pretty amazing. Don't we love his LinkedIn page his profile? Just like the LinkedIn page his profile? Just like the LinkedIn page his profile? Just like the 30 years of Nvidia and then what's it 30 years of Nvidia and then what's it 30 years of Nvidia and then what's it say right before that? His previous job. say right before that? His previous job. say right before that? His previous job. Denny's dishwasher. Dishwasher at Denny's dishwasher. Dishwasher at Denny's dishwasher. Dishwasher at Denny's. Denny's. Denny's. I love that about him. I love that about him. I love that about him. Well because he it's Well because he it's Well because he it's well because he's got that humility well because he's got that humility well because he's got that humility about him while simultaneously being a about him while simultaneously being a about him while simultaneously being a rockstar while being able to do like a rockstar while being able to do like a rockstar while being able to do like a two-hour talk with no notes or anything. two-hour talk with no notes or anything. two-hour talk with no notes or anything. And And And go as deep as any engineer you know. go as deep as any engineer you know. go as deep as any engineer you know. It's pretty impressive. Well yeah I I It's pretty impressive. Well yeah I I It's pretty impressive. Well yeah I I mean I don't think a lot of folks pick mean I don't think a lot of folks pick mean I don't think a lot of folks pick up on that. up on that. up on that. They don't pick up on it because they They don't pick up on it because they They don't pick up on it because they don't see him impromptu'd all the time don't see him impromptu'd all the time don't see him impromptu'd all the time you know. I mean you hear him on you know. I mean you hear him on you know. I mean you hear him on earnings calls earnings calls earnings calls and you know some some of the his parts and you know some some of the his parts and you know some some of the his parts are scripted when he takes the Q&A.

are scripted when he takes the Q&A. are scripted when he takes the Q&A. Well you know he has some Well you know he has some Well you know he has some stuff that stuff that stuff that he has memorized you know he has memorized you know he has memorized you know typical response you know canned typical response you know canned typical response you know canned responses but responses but responses but yeah you know he's he's really good on yeah you know he's he's really good on yeah you know he's he's really good on his feet in his feet in his feet in Q&A you know. So. I was also impressed. Q&A you know. So. I was also impressed. Q&A you know. So. I was also impressed. I really saw this yesterday. You know I really saw this yesterday. You know I really saw this yesterday. You know yesterday the big keynotes he did his yesterday the big keynotes he did his yesterday the big keynotes he did his keynote for Nvidia and Dr. Lisa Su did keynote for Nvidia and Dr. Lisa Su did keynote for Nvidia and Dr. Lisa Su did her keynote for AMD. her keynote for AMD. her keynote for AMD. If you watched her rattle off all the If you watched her rattle off all the If you watched her rattle off all the most obscure product names and codes and most obscure product names and codes and most obscure product names and codes and numbers and stuff all the you know I numbers and stuff all the you know I numbers and stuff all the you know I mean not that you shouldn't know that. mean not that you shouldn't know that. mean not that you shouldn't know that. I've seen a lot of CEOs who they'd just I've seen a lot of CEOs who they'd just I've seen a lot of CEOs who they'd just be lucky to know the names of all the be lucky to know the names of all the be lucky to know the names of all the products they're selling. products they're selling. products they're selling. You know. You know. You know. AND I WAS JUST WATCHING HER AND JUST AND I WAS JUST WATCHING HER AND JUST AND I WAS JUST WATCHING HER AND JUST RATTLING off and with her XR9432 RATTLING off and with her XR9432 RATTLING off and with her XR9432 server deal rack scale thing server deal rack scale thing server deal rack scale thing and she's just she's killing it. and she's just she's killing it. and she's just she's killing it. Well it's overwhelming for us right Well it's overwhelming for us right Well it's overwhelming for us right because there's so many we don't we because there's so many we don't we because there's so many we don't we don't just cover one company we're don't just cover one company we're don't just cover one company we're covering any companies you know just covering any companies you know just covering any companies you know just even being in an industry player. Think even being in an industry player. Think even being in an industry player. Think about IoT. How many small companies you about IoT. How many small companies you about IoT. How many small companies you need to know about? True. And then need to know about? True. And then need to know about? True. And then there's always movement right? There's there's always movement right? There's there's always movement right? There's always something happening so it's hard always something happening so it's hard always something happening so it's hard to keep track of all this stuff. Yeah it to keep track of all this stuff. Yeah it to keep track of all this stuff. Yeah it really is. Speaking of IoT really is. Speaking of IoT really is. Speaking of IoT >> [laughter] >> [laughter] >> [laughter] >> I may have already shared this with you >> I may have already shared this with you >> I may have already shared this with you and you folks out there I'm not sure and you folks out there I'm not sure and you folks out there I'm not sure but Oracle is launching an IoT offering but Oracle is launching an IoT offering but Oracle is launching an IoT offering with their OCI cloud. Really? A new with their OCI cloud. Really? A new with their OCI cloud. Really? A new brand new brand spanking new IoT like

brand new brand spanking new IoT like brand new brand spanking new IoT like their punchline at the end of this joke. their punchline at the end of this joke. their punchline at the end of this joke. >> [laughter] >> [laughter] >> [laughter] >> No. >> No. >> No. What's to say though but I was on an What's to say though but I was on an What's to say though but I was on an analyst call with them and their VP analyst call with them and their VP analyst call with them and their VP and they call it IoT. Yeah. and they call it IoT. Yeah. and they call it IoT. Yeah. And when I heard them talking about it And when I heard them talking about it And when I heard them talking about it with the enthusiasm and excitement and with the enthusiasm and excitement and with the enthusiasm and excitement and they're telling me all the things it they're telling me all the things it they're telling me all the things it does and I'm like and my it's like 2010 does and I'm like and my it's like 2010 does and I'm like and my it's like 2010 all over again. It was like 2010 ALL all over again. It was like 2010 ALL all over again. It was like 2010 ALL OVER AGAIN. OVER AGAIN. OVER AGAIN. WELL I KIND OF I I JUST THINK called WELL I KIND OF I I JUST THINK called WELL I KIND OF I I JUST THINK called IoT. I didn't want to say anything IoT. I didn't want to say anything IoT. I didn't want to say anything >> [laughter] >> [laughter] >> [laughter] >> but I was just like >> but I was just like >> but I was just like but I was just like so why now? but I was just like so why now? but I was just like so why now? I go remember when IoT got really hot I go remember when IoT got really hot I go remember when IoT got really hot starting in 2010 and it went through starting in 2010 and it went through starting in 2010 and it went through there and we and then there's there and we and then there's there and we and then there's consolidation and then all most of them consolidation and then all most of them consolidation and then all most of them have gone out of business. And so why have gone out of business. And so why have gone out of business. And so why now? And he said the answer was that now? And he said the answer was that now? And he said the answer was that they're using it internally they're using it internally they're using it internally for their own telemetry for things and for their own telemetry for things and for their own telemetry for things and you know how they did the acquisition of you know how they did the acquisition of you know how they did the acquisition of Cerner which is the competitor of Epic Cerner which is the competitor of Epic Cerner which is the competitor of Epic in healthcare. in healthcare. in healthcare. Healthcare system Healthcare system Healthcare system which is why you see Oracle offices in which is why you see Oracle offices in which is why you see Oracle offices in Nashville Nashville Nashville because of that acquisition. They want because of that acquisition. They want because of that acquisition. They want that telemetry they needed something for that telemetry they needed something for that telemetry they needed something for healthcare telemetry healthcare telemetry healthcare telemetry you know and they didn't have it. And so you know and they didn't have it. And so you know and they didn't have it. And so they built an IoT platform.

they built an IoT platform. they built an IoT platform. And but they you know but as they said And but they you know but as they said And but they you know but as they said Oracle's really good at making sure that Oracle's really good at making sure that Oracle's really good at making sure that if we build it for one cloud region if we build it for one cloud region if we build it for one cloud region we're going to roll it out to all of we're going to roll it out to all of we're going to roll it out to all of them including their private cloud stuff them including their private cloud stuff them including their private cloud stuff they do their dedicated region. So I'm they do their dedicated region. So I'm they do their dedicated region. So I'm like okay. like okay. like okay. I go dedicated region is like a good I go dedicated region is like a good I go dedicated region is like a good idea. This whole idea. This whole idea. This whole industry 4.0 thing you know industry 4.0 thing you know industry 4.0 thing you know manufacturing they might need it. manufacturing they might need it. manufacturing they might need it. Because that was that always blew me Because that was that always blew me Because that was that always blew me away about OCI is how they can do their away about OCI is how they can do their away about OCI is how they can do their entire cloud in three racks entire cloud in three racks entire cloud in three racks and put it in your own data center your and put it in your own data center your and put it in your own data center your own colo whatever. own colo whatever. own colo whatever. So anyway there's a little IoT trivia. So anyway there's a little IoT trivia. So anyway there's a little IoT trivia. IoT's hot again. IoT's hot again. IoT's hot again. It's so hot right now like Hansel. It's so hot right now like Hansel. It's so hot right now like Hansel. Yeah we have something for Oracle Yeah we have something for Oracle Yeah we have something for Oracle but you know. but you know. but you know. Well Oracle's building Stargate. Well Oracle's building Stargate. Well Oracle's building Stargate. Yeah they're building Stargate. Oracle's Yeah they're building Stargate. Oracle's Yeah they're building Stargate. Oracle's building Stargate it's all their money building Stargate it's all their money building Stargate it's all their money or or or debt. I mean debt. I mean debt. I mean >> [laughter] >> hey people have to remember they they >> hey people have to remember they they were a heavy cash flow positive were a heavy cash flow positive were a heavy cash flow positive company. I mean Larry I mean we company. I mean Larry I mean we company. I mean Larry I mean we mentioned it before on the show.

mentioned it before on the show. mentioned it before on the show. Larry knew his cloud game. The thing is Larry knew his cloud game. The thing is Larry knew his cloud game. The thing is is well these neo cloud bets these is well these neo cloud bets these is well these neo cloud bets these massive ones he's making will they pan massive ones he's making will they pan massive ones he's making will they pan out? That's the big question mark. out? That's the big question mark. out? That's the big question mark. Absolutely. Absolutely. Absolutely. So I mean and they're big so big So I mean and they're big so big So I mean and they're big so big question. I keep looking this way question. I keep looking this way question. I keep looking this way because I'm waiting for my tacos. because I'm waiting for my tacos. because I'm waiting for my tacos. Probably Probably Probably checking that the camera's not being checking that the camera's not being checking that the camera's not being bumped by someone bumped by someone bumped by someone and then tips over and then I'm out 800 and then tips over and then I'm out 800 and then tips over and then I'm out 800 bucks. Isn't that what the whole world's bucks. Isn't that what the whole world's bucks. Isn't that what the whole world's doing though right now is waiting for doing though right now is waiting for doing though right now is waiting for tacos? tacos? tacos? Or for your Osmo DJI tip over. Yeah. Or for your Osmo DJI tip over. Yeah. Or for your Osmo DJI tip over. Yeah. >> [laughter] >> [laughter] >> [laughter] >> That was the other issue. All right now Leonard's getting his tacos and half the Leonard's getting his tacos and half the microphone. microphone. microphone. Go go check on him. He was not here all Go go check on him. He was not here all Go go check on him. He was not here all day. Yes. So besides fantastic speakers day. Yes. So besides fantastic speakers day. Yes. So besides fantastic speakers what did you learn today? What was what did you learn today? What was what did you learn today? What was So one of the cool things in Hall D was So one of the cool things in Hall D was So one of the cool things in Hall D was a lot of personal care medical care a lot of personal care medical care a lot of personal care medical care stuff like the measure itself.

stuff like the measure itself. stuff like the measure itself. Like so much stuff like like AI enabled Like so much stuff like like AI enabled Like so much stuff like like AI enabled Pilates machines and like and the scales Pilates machines and like and the scales Pilates machines and like and the scales and the mirrors and and the mirrors and and the mirrors and everything you could attach to the everything you could attach to the everything you could attach to the clothing. clothing. clothing. I even saw like a cool thing you would I even saw like a cool thing you would I even saw like a cool thing you would magnet you attach to your magnet you attach to your magnet you attach to your free weight bar free weight bar free weight bar to like measure your reps and stuff. So to like measure your reps and stuff. So to like measure your reps and stuff. So like there's so much like measurement of like there's so much like measurement of like there's so much like measurement of yourself. Okay. yourself. Okay. yourself. Okay. Yeah which is good and bad I guess you Yeah which is good and bad I guess you Yeah which is good and bad I guess you know because know because know because you might not not you know like what the you might not not you know like what the you might not not you know like what the measurement is. measurement is. measurement is. >> [laughter] >> [laughter] >> [laughter] >> Do you remember a long time ago when >> Do you remember a long time ago when >> Do you remember a long time ago when people talked about there was a term people talked about there was a term people talked about there was a term called the quanti- quantified self or called the quanti- quantified self or called the quanti- quantified self or something like that? something like that? something like that? Like the early days of wearables like Like the early days of wearables like Like the early days of wearables like the Fitbit and everything and then all the Fitbit and everything and then all the Fitbit and everything and then all of a sudden of a sudden of a sudden sensors I'M GOING TO HAVE STUFF ON MY sensors I'M GOING TO HAVE STUFF ON MY sensors I'M GOING TO HAVE STUFF ON MY CHEST and I'm going to have CHEST and I'm going to have CHEST and I'm going to have the quantified self. So [clears throat] even someone was So [clears throat] even someone was talking about like ski boots you can put talking about like ski boots you can put talking about like ski boots you can put these sensors on your ski boots to like these sensors on your ski boots to like these sensors on your ski boots to like measure the proficiency of your turns measure the proficiency of your turns measure the proficiency of your turns and all this other stuff you know. So and all this other stuff you know. So and all this other stuff you know. So like everything now can be measured and like everything now can be measured and like everything now can be measured and quantified and measured against a quantified and measured against a quantified and measured against a general population like like you know general population like like you know general population like like you know that we're all into like reviewing four that we're all into like reviewing four that we're all into like reviewing four out of five stars whatever. So now out of five stars whatever. So now out of five stars whatever. So now everything about yourself is going to be everything about yourself is going to be everything about yourself is going to be four out of five stars or how many. I four out of five stars or how many. I four out of five stars or how many. I like that. Like how are you against the like that. Like how are you against the like that. Like how are you against the general population in this particular general population in this particular general population in this particular area right?

Black mirror. Black mirror. >> [laughter] >> [laughter] >> [laughter] >> We're on our bicycles generating >> We're on our bicycles generating >> We're on our bicycles generating electricity. electricity. electricity. >> [laughter] >> [laughter] >> [laughter] >> You can have a score that's going to >> You can have a score that's going to >> You can have a score that's going to appear on people's you know goggles when appear on people's you know goggles when appear on people's you know goggles when they go to look at not so impressive. How many tokens did not so impressive. How many tokens did you generate? That's right. That's you generate? That's right. That's you generate? That's right. That's right. right. right. We're going to take away some of your We're going to take away some of your We're going to take away some of your social points. social points. social points. >> [laughter] >> [laughter] >> [laughter] >> WHAT ARE YOU GOING TO ASK SOCIAL POINTS? >> WHAT ARE YOU GOING TO ASK SOCIAL POINTS? >> WHAT ARE YOU GOING TO ASK SOCIAL POINTS? Going to have like the quantified self Going to have like the quantified self Going to have like the quantified self like like like you know? you know? you know? I don't know I don't know I don't know the fitness point. Remember that startup in Redmond, Remember that startup in Redmond, Washington? IoT startup? Italian guys. Washington? IoT startup? Italian guys. Washington? IoT startup? Italian guys. They did the socks. Oh yes. Yes, They did the socks. Oh yes. Yes, They did the socks. Oh yes. Yes, remember them. I hope THEY'RE STILL remember them. I hope THEY'RE STILL remember them. I hope THEY'RE STILL AROUND. I HOPE THEY HAD THEY WERE having AROUND. I HOPE THEY HAD THEY WERE having AROUND. I HOPE THEY HAD THEY WERE having increased success. I remember talking to increased success. I remember talking to increased success. I remember talking to them like the earliest earliest days of them like the earliest earliest days of them like the earliest earliest days of actual IoT. I remember actual IoT. I remember actual IoT. I remember putting the socks on. They were like putting the socks on. They were like putting the socks on. They were like they were in those in a little they were in those in a little they were in those in a little office strip area kind of near the kind office strip area kind of near the kind office strip area kind of near the kind of near the movie theater there in of near the movie theater there in of near the movie theater there in Redmond and Redmond and Redmond and yeah it was all pressure yeah it was all pressure yeah it was all pressure and you like lots of things when you and you like lots of things when you and you like lots of things when you were doing a a tech thing.

were doing a a tech thing. were doing a a tech thing. Or any product for that matter. You know Or any product for that matter. You know Or any product for that matter. You know how sometimes you have your intention how sometimes you have your intention how sometimes you have your intention this product is for this. this product is for this. this product is for this. And then something comes along that you And then something comes along that you And then something comes along that you hadn't thought about that turns out to hadn't thought about that turns out to hadn't thought about that turns out to be a bigger deal. And so I remember them be a bigger deal. And so I remember them be a bigger deal. And so I remember them thinking socks you know and it could be thinking socks you know and it could be thinking socks you know and it could be like skiing or whatever and then all of like skiing or whatever and then all of like skiing or whatever and then all of a sudden they're talking to some a sudden they're talking to some a sudden they're talking to some Japanese healthcare company or companies Japanese healthcare company or companies Japanese healthcare company or companies that say we want our employees wearing that say we want our employees wearing that say we want our employees wearing them. It turns out the gate the way you them. It turns out the gate the way you them. It turns out the gate the way you walk can tell if you have certain walk can tell if you have certain walk can tell if you have certain diseases or problems. diseases or problems. diseases or problems. And it turns out that was an unknown And it turns out that was an unknown And it turns out that was an unknown bonus thing. There's a lot of gate bonus thing. There's a lot of gate bonus thing. There's a lot of gate measurement stuff today. That case of measurement stuff today. That case of measurement stuff today. That case of that case of we have a technology we that case of we have a technology we that case of we have a technology we need to find a use case. Yeah. And that need to find a use case. Yeah. And that need to find a use case. Yeah. And that was not good in that sense right? was not good in that sense right? was not good in that sense right? was you know the measure itself is back was you know the measure itself is back was you know the measure itself is back in force. So it's back and forth. What in force. So it's back and forth. What in force. So it's back and forth. What what has changed though? Because the what has changed though? Because the what has changed though? Because the sensors have been here for some time. sensors have been here for some time. sensors have been here for some time. >> Well now they're using like multiple >> Well now they're using like multiple >> Well now they're using like multiple sensors and they're using AI to like sensors and they're using AI to like sensors and they're using AI to like derive information. Right? So it's not derive information. Right? So it's not derive information. Right? So it's not just like a pressure sensor they're like just like a pressure sensor they're like just like a pressure sensor they're like these mirrors that are like oh we can these mirrors that are like oh we can these mirrors that are like oh we can diagnose if you have any skin issues you diagnose if you have any skin issues you diagnose if you have any skin issues you know? know? know? It's like okay so your mirror is now It's like okay so your mirror is now It's like okay so your mirror is now going to be monitoring you your scale is going to be monitoring you your scale is going to be monitoring you your scale is monitoring you your toilet is monitoring monitoring you your toilet is monitoring monitoring you your toilet is monitoring you or your hairbrush is monitoring you you or your hairbrush is monitoring you you or your hairbrush is monitoring you I mean what the hell? So so what are you I mean what the hell? So so what are you I mean what the hell? So so what are you saying?

saying? saying? >> [laughter] >> [laughter] >> [laughter] >> So what are you saying is that the >> So what are you saying is that the >> So what are you saying is that the software now is able to extract actual software now is able to extract actual software now is able to extract actual value from the sensors. Yes or multiple value from the sensors. Yes or multiple value from the sensors. Yes or multiple sensors like sensor fusion. It makes sensors like sensor fusion. It makes sensors like sensor fusion. It makes sense of them right? sense of them right? sense of them right? Fusion. Sensor fusion. Fusion. Actually Fusion. Sensor fusion. Fusion. Actually Fusion. Sensor fusion. Fusion. Actually they have an episode called It has they have an episode called It has they have an episode called It has something to do with like toilets something to do with like toilets something to do with like toilets sniffing. sniffing. sniffing. So what are you saying? I don't think that's good for YouTube I don't think that's good for YouTube CHANNEL. I'M TALKING ABOUT TOILETS when CHANNEL. I'M TALKING ABOUT TOILETS when CHANNEL. I'M TALKING ABOUT TOILETS when I'm eating. [laughter] I'm eating. [laughter] I'm eating. [laughter] What the hell's you guys problem? Yeah. What the hell's you guys problem? Yeah. What the hell's you guys problem? Yeah. How's the taco by the way? How's the taco by the way? How's the taco by the way? How's the taco by the way? It's actually How's the taco by the way? It's actually How's the taco by the way? It's actually really good. Okay that's good to hear. really good. Okay that's good to hear. really good. Okay that's good to hear. And it's reasonable. It's not like the And it's reasonable. It's not like the And it's reasonable. It's not like the $50 pizza. That takes an hour? $50 pizza. That takes an hour? $50 pizza. That takes an hour? >> [laughter] >> [laughter] >> [laughter] >> The deep dish is going to take an hour. >> The deep dish is going to take an hour. >> The deep dish is going to take an hour. It takes an hour. Well then that's why It takes an hour. Well then that's why It takes an hour. Well then that's why there's so many people at your there's so many people at your there's so many people at your restaurant right now. restaurant right now. restaurant right now. >> [laughter] >> DUH. RUN [clears throat] OUT AND JUST >> DUH. RUN [clears throat] OUT AND JUST get a Totino's or something and get a Totino's or something and get a Totino's or something and microwave it whatever. [laughter] microwave it whatever. [laughter] microwave it whatever. [laughter] Yeah. Did you get around Yeah. Did you get around Yeah. Did you get around at all? I did. Well we talked about Hall at all? I did. Well we talked about Hall at all? I did. Well we talked about Hall 4 I saw that. How was the 4 I saw that. How was the 4 I saw that. How was the traffic? It was packed. I mean it was traffic? It was packed. I mean it was traffic? It was packed. I mean it was shoulder to shoulder.

shoulder to shoulder. shoulder to shoulder. You know you're bouncing off of people You know you're bouncing off of people You know you're bouncing off of people getting through the hallways. Really? getting through the hallways. Really? getting through the hallways. Really? Yeah it was very very packed and I did a Yeah it was very very packed and I did a Yeah it was very very packed and I did a bunch of Venetian Suites. bunch of Venetian Suites. bunch of Venetian Suites. And saw a lot of cool stuff there. And saw a lot of cool stuff there. And saw a lot of cool stuff there. At Syntiant Synaptics. Bunch of cool At Syntiant Synaptics. Bunch of cool At Syntiant Synaptics. Bunch of cool stuff like very low power high stuff like very low power high stuff like very low power high performance stuff which is really cool. performance stuff which is really cool. performance stuff which is really cool. Saw a lot of wearables lot of glasses Saw a lot of wearables lot of glasses Saw a lot of wearables lot of glasses you know and uh you know and uh you know and uh a lot of you know we saw I saw a cool a lot of you know we saw I saw a cool a lot of you know we saw I saw a cool thing that was like it was like a peel thing that was like it was like a peel thing that was like it was like a peel and stick for like triage battlefield. and stick for like triage battlefield. and stick for like triage battlefield. You know so a lot of people were down You know so a lot of people were down You know so a lot of people were down you could peel and stick these pucks and you could peel and stick these pucks and you could peel and stick these pucks and stick them on people's chests. They stick them on people's chests. They stick them on people's chests. They would instantly measure their vitals and would instantly measure their vitals and would instantly measure their vitals and they report that back to like a central they report that back to like a central they report that back to like a central briefcase. briefcase. briefcase. So So So you could so triage people on the you could so triage people on the you could so triage people on the battlefield. battlefield. battlefield. >> I'm going to call Elizabeth Holmes in >> I'm going to call Elizabeth Holmes in >> I'm going to call Elizabeth Holmes in prison. Yeah exactly. prison. Yeah exactly. prison. Yeah exactly. >> [laughter] >> [laughter] >> [laughter] >> And >> And >> And it was pretty cool it was like okay so it was pretty cool it was like okay so it was pretty cool it was like okay so how do you like triage folks? how do you like triage folks? how do you like triage folks? Oh there you go. Oh there you go. Oh there you go. >> [laughter] >> [laughter] >> [laughter] [music] [music] [music] >> Yes. >> Yes. >> Yes. Nice. Yeah that's Nice. Yeah that's Nice. Yeah that's Raul Patel. He used to be at um Raul Patel. He used to be at um Raul Patel. He used to be at um He used to be at Qualcomm. He led the He used to be at Qualcomm. He led the He used to be at Qualcomm. He led the Wi-Fi Wi-Fi Wi-Fi Now he's at Synaptics CEO. Yeah I just Now he's at Synaptics CEO. Yeah I just Now he's at Synaptics CEO. Yeah I just saw him over at the saw him over at the saw him over at the shindig and then shindig and then shindig and then uh uh uh I was going to I was going to I was going to tell tell tell uh Renee Renee? that uh Renee Renee? that uh Renee Renee? that you know pizza and hi even though he you know pizza and hi even though he you know pizza and hi even though he didn't. That's right. Don't tell anyone didn't. That's right. Don't tell anyone didn't. That's right. Don't tell anyone but but but uh I got uh I got uh I got his attention stole away by some lady

his attention stole away by some lady his attention stole away by some lady from Fox Business. Oh there you go. You know I like to stop talking to this You know I like to stop talking to this idiot over here. You need to talk to the idiot over here. You need to talk to the idiot over here. You need to talk to the Fox Business. Well Liz Clayman walked in Fox Business. Well Liz Clayman walked in Fox Business. Well Liz Clayman walked in from Fox Business and took him away. from Fox Business and took him away. from Fox Business and took him away. There you go. That's what always There you go. That's what always There you go. That's what always happens. That's what always happens. happens. That's what always happens. happens. That's what always happens. There you go. Yep. Oh you know he's got There you go. Yep. Oh you know he's got There you go. Yep. Oh you know he's got to do his job he's CEO. Yeah yeah. to do his job he's CEO. Yeah yeah. to do his job he's CEO. Yeah yeah. Exactly. Tell the story. Uh you know one Exactly. Tell the story. Uh you know one Exactly. Tell the story. Uh you know one cool little thing that happened with cool little thing that happened with cool little thing that happened with Leonard and I when we were at the here Leonard and I when we were at the here Leonard and I when we were at the here is that we ended up getting projected on is that we ended up getting projected on is that we ended up getting projected on the giant screen in front of everyone. the giant screen in front of everyone. the giant screen in front of everyone. >> Were you in an embrace? Like the don't >> Were you in an embrace? Like the don't >> Were you in an embrace? Like the don't patrol and We were not Luckily we're not patrol and We were not Luckily we're not patrol and We were not Luckily we're not in embrace. So it was not a kiss cam. I in embrace. So it was not a kiss cam. I in embrace. So it was not a kiss cam. I wanted a kiss cam because that would wanted a kiss cam because that would wanted a kiss cam because that would HAVE BEEN A HAVE BEEN A HAVE BEEN A >> [laughter] >> [laughter] >> [laughter] >> YOU KNOW WHAT WAS REALLY FREAKING >> YOU KNOW WHAT WAS REALLY FREAKING >> YOU KNOW WHAT WAS REALLY FREAKING HILARIOUS? HILARIOUS? HILARIOUS? I had uh I had uh I had uh this I I had done some video editing and this I I had done some video editing and this I I had done some video editing and put our titles on the bottom and so put our titles on the bottom and so put our titles on the bottom and so Renee when you see the video the picture Renee when you see the video the picture Renee when you see the video the picture up there it says our name so like up there it says our name so like up there it says our name so like Renee [laughter] and Raul and Tiffany Renee [laughter] and Raul and Tiffany Renee [laughter] and Raul and Tiffany Using the app I told YOU ABOUT THAT HE'S Using the app I told YOU ABOUT THAT HE'S Using the app I told YOU ABOUT THAT HE'S USING. Fusion or what's it called? Luma USING. Fusion or what's it called? Luma USING. Fusion or what's it called? Luma Fusion. Luma Fusion. Yeah it's Can you Fusion. Luma Fusion. Yeah it's Can you Fusion. Luma Fusion. Yeah it's Can you give us a little synopsis about Luma give us a little synopsis about Luma give us a little synopsis about Luma Fusion what you use it for what do you Fusion what you use it for what do you Fusion what you use it for what do you do with it?

do with it? do with it? Edit videos. Okay but more than trim. Edit videos. Okay but more than trim. Edit videos. Okay but more than trim. That's pretty concise right? That's pretty concise right? That's pretty concise right? >> [laughter] >> [laughter] >> [laughter] >> Yeah you can do all kinds of stuff with >> Yeah you can do all kinds of stuff with >> Yeah you can do all kinds of stuff with it you can add effects you can you know it you can add effects you can you know it you can add effects you can you know have multiple uh tracks have multiple uh tracks have multiple uh tracks audio as well as video video tracks audio as well as video video tracks audio as well as video video tracks right? It's actually it takes a little right? It's actually it takes a little right? It's actually it takes a little getting used to because the getting used to because the getting used to because the the user the interface and the way that the user the interface and the way that the user the interface and the way that it's laid out designed and the it's laid out designed and the it's laid out designed and the interactivity is kind of Yeah little interactivity is kind of Yeah little interactivity is kind of Yeah little funky. goofy and weird because it's funky. goofy and weird because it's funky. goofy and weird because it's optimized for mobile. Yeah. So it's not optimized for mobile. Yeah. So it's not optimized for mobile. Yeah. So it's not Yeah but when you get used to it you can Yeah but when you get used to it you can Yeah but when you get used to it you can like pump out stuff really quick. It's like pump out stuff really quick. It's like pump out stuff really quick. It's just it's and then you have control just it's and then you have control just it's and then you have control you're not you're not you're not relying on some AI template to you know relying on some AI template to you know relying on some AI template to you know weird thing up there you know? So weird thing up there you know? So weird thing up there you know? So and then not really be fully happy with and then not really be fully happy with and then not really be fully happy with what you got you know? You can just get what you got you know? You can just get what you got you know? You can just get it so you you create some nice templates it so you you create some nice templates it so you you create some nice templates and then it's easy to get stuff done. So and then it's easy to get stuff done. So and then it's easy to get stuff done. So you got that going for you. Yeah. I saw you got that going for you. Yeah. I saw you got that going for you. Yeah. I saw a cool demo today where I won't say who a cool demo today where I won't say who a cool demo today where I won't say who the company was but they were basically the company was but they were basically the company was but they were basically able to take any surface and turn it able to take any surface and turn it able to take any surface and turn it into a microphone. So imagine the rear into a microphone. So imagine the rear into a microphone. So imagine the rear view mirror of your car view mirror of your car view mirror of your car was actually a surface for audio. And it was actually a surface for audio. And it was actually a surface for audio. And it could actually listen and hear things.

could actually listen and hear things. could actually listen and hear things. So basically putting ears on your car So basically putting ears on your car So basically putting ears on your car and using the surface of your car as a and using the surface of your car as a and using the surface of your car as a microphone. Very cool. I'm excited. microphone. Very cool. I'm excited. microphone. Very cool. I'm excited. Attach anything to the surface? There's Attach anything to the surface? There's Attach anything to the surface? There's a sensor that they connect to the a sensor that they connect to the a sensor that they connect to the surface surface surface that connect that that actually takes that connect that that actually takes that connect that that actually takes the vibration. But it would be called a the vibration. But it would be called a the vibration. But it would be called a microphone? microphone? microphone? >> [laughter] >> [laughter] >> [laughter] >> No it's a vibration sensor. >> No it's a vibration sensor. >> No it's a vibration sensor. WE'VE MADE IT ANYTHING INTO A WE'VE MADE IT ANYTHING INTO A WE'VE MADE IT ANYTHING INTO A MICROPHONE. MICROPHONE. MICROPHONE. DON'T PAY ATTENTION TO THE LITTLE DON'T PAY ATTENTION TO THE LITTLE DON'T PAY ATTENTION TO THE LITTLE MICROPHONE. MICROPHONE. MICROPHONE. >> [laughter] >> [laughter] >> [laughter] >> NO YOU USE IT YOU USE IT as the as the >> NO YOU USE IT YOU USE IT as the as the >> NO YOU USE IT YOU USE IT as the as the vibration vibration vibration thing. thing. thing. Kind of like the jawbone. Kind of yeah Kind of like the jawbone. Kind of yeah Kind of like the jawbone. Kind of yeah instead of bone conducting instead of bone conducting instead of bone conducting rear view mirror conducting. Rear view rear view mirror conducting. Rear view rear view mirror conducting. Rear view mirror conducting could be hot. mirror conducting could be hot. mirror conducting could be hot. >> So your whole car now becomes like a >> So your whole car now becomes like a >> So your whole car now becomes like a listening device. Oh. listening device. Oh. listening device. Oh. You know that helped Batman You know that helped Batman You know that helped Batman in the second Batman movie? Remember in the second Batman movie? Remember in the second Batman movie? Remember they did the sonar thing with the cell they did the sonar thing with the cell they did the sonar thing with the cell phones on everybody's cell phone? phones on everybody's cell phone? phones on everybody's cell phone? Everything. That's how they found out Everything. That's how they found out Everything. That's how they found out you know where the Joker was or I don't you know where the Joker was or I don't you know where the Joker was or I don't know.

know. know. That's happening so you know. I'm saying That's happening so you know. I'm saying That's happening so you know. I'm saying that's that's Every surface you just that's that's Every surface you just that's that's Every surface you just take a table could become a microphone. take a table could become a microphone. take a table could become a microphone. This table could be a microphone and I This table could be a microphone and I This table could be a microphone and I can take control can take control can take control >> [laughter] >> [laughter] >> [laughter] >> I'm just talking to the table. >> I'm just talking to the table. >> I'm just talking to the table. And that sucks. And that sucks. And that sucks. I knew THAT WAS A BAD IDEA. I knew THAT WAS A BAD IDEA. I knew THAT WAS A BAD IDEA. >> [laughter] >> [laughter] >> [laughter] >> THE TABLE IS A MICROPHONE. >> THE TABLE IS A MICROPHONE. >> THE TABLE IS A MICROPHONE. It is right? Oh you lost a little little It is right? Oh you lost a little little It is right? Oh you lost a little little magnet there. magnet there. magnet there. The files are in the Actually don't need The files are in the Actually don't need The files are in the Actually don't need the magnet. That's a cool demo yeah. So the triage That's a cool demo yeah. So the triage demo my front demos uh demo my front demos uh demo my front demos uh Yeah a lot of cool stuff. I saw a Yeah a lot of cool stuff. I saw a Yeah a lot of cool stuff. I saw a Japanese company This is funny we're Japanese company This is funny we're Japanese company This is funny we're like doing technical support right in like doing technical support right in like doing technical support right in the middle of a recording. the middle of a recording. the middle of a recording. They told her to go this way. Yeah I They told her to go this way. Yeah I They told her to go this way. Yeah I mean mean mean we have to deal with a bunch of children we have to deal with a bunch of children we have to deal with a bunch of children it's like it's like it's like Don't play with the microphone. I saw a Don't play with the microphone. I saw a Don't play with the microphone. I saw a Japanese start up it was like I didn't Japanese start up it was like I didn't Japanese start up it was like I didn't get too much time in Eureka Park I need get too much time in Eureka Park I need get too much time in Eureka Park I need to spend more time there but it's a to spend more time there but it's a to spend more time there but it's a Japanese start up and basically they Japanese start up and basically they Japanese start up and basically they take a picture of anything and then or take a picture of anything and then or take a picture of anything and then or schematics and immediately create a bill schematics and immediately create a bill schematics and immediately create a bill of materials and where to find the part of materials and where to find the part of materials and where to find the part like for manufacturing. Wow. And like like for manufacturing. Wow. And like like for manufacturing. Wow. And like all of a sudden it's showing all the all of a sudden it's showing all the all of a sudden it's showing all the components you need like just for the components you need like just for the components you need like just for the use of AI and computer vision. Figuring use of AI and computer vision. Figuring use of AI and computer vision. Figuring stuff out.

stuff out. stuff out. It tells you everything you need and It tells you everything you need and It tells you everything you need and even put it in the database and whatever even put it in the database and whatever even put it in the database and whatever where I can order it. Yeah Eureka Park where I can order it. Yeah Eureka Park where I can order it. Yeah Eureka Park was that's like the startup dungeon down was that's like the startup dungeon down was that's like the startup dungeon down there. there. there. >> [laughter] >> [laughter] >> [laughter] >> It is. Everyone's down there and it's >> It is. Everyone's down there and it's >> It is. Everyone's down there and it's like all these pavilions like the Korean like all these pavilions like the Korean like all these pavilions like the Korean pavilion was huge. Oh yeah. pavilion was huge. Oh yeah. pavilion was huge. Oh yeah. French pavilion. Right. They even had French pavilion. Right. They even had French pavilion. Right. They even had like a a certain part of like Grenoble like a a certain part of like Grenoble like a a certain part of like Grenoble France it was like the Swiss franc France it was like the Swiss franc France it was like the Swiss franc pavilion. It was like a very small pavilion. It was like a very small pavilion. It was like a very small pavilion but it had some cool stuff. So pavilion but it had some cool stuff. So pavilion but it had some cool stuff. So it was like all these international it was like all these international it was like all these international pavilions are very cool. It is cool. I pavilions are very cool. It is cool. I pavilions are very cool. It is cool. I love Eureka Park because I find early love Eureka Park because I find early love Eureka Park because I find early startups Yeah. to be more interesting startups Yeah. to be more interesting startups Yeah. to be more interesting than the big ones. They than the big ones. They than the big ones. They get their 10 by 10 and they put it out get their 10 by 10 and they put it out get their 10 by 10 and they put it out there. I saw someone making like an AI there. I saw someone making like an AI there. I saw someone making like an AI based kombucha machine. based kombucha machine. based kombucha machine. So some sort of kombucha yeah. Wow. So some sort of kombucha yeah. Wow. So some sort of kombucha yeah. Wow. Sounds a little niche but you know. You Sounds a little niche but you know. You Sounds a little niche but you know. You know the ninja kombucha machine. know the ninja kombucha machine. know the ninja kombucha machine. Well, you know, flying the face Well, you know, flying the face Well, you know, flying the face You talk about niche and maybe having You talk about niche and maybe having You talk about niche and maybe having too narrow a focus or too narrow market too narrow a focus or too narrow market too narrow a focus or too narrow market a small town. Yeah. That's what you're a small town. Yeah. That's what you're a small town. Yeah. That's what you're alluding to there. And you know, VCs alluding to there. And you know, VCs alluding to there. And you know, VCs always want a giant TAM.

always want a giant TAM. always want a giant TAM. Who flies in the face that? Who flies in the face that? Who flies in the face that? Jensen routinely Jensen routinely Jensen routinely says, "No, I go after markets that don't says, "No, I go after markets that don't says, "No, I go after markets that don't have a TAM. have a TAM. have a TAM. Yeah. And I create the whole market. Yeah. And I create the whole market. Yeah. And I create the whole market. And it becomes bigger than whatever And it becomes bigger than whatever And it becomes bigger than whatever He He He He's talking about it He's talking about it He's talking about it I've seen him talk about that more than I've seen him talk about that more than I've seen him talk about that more than once. He's like, "Oh, you guys trying to once. He's like, "Oh, you guys trying to once. He's like, "Oh, you guys trying to do raise money from VCs and it's all do raise money from VCs and it's all do raise money from VCs and it's all about your TAM and your SAM and SAM and about your TAM and your SAM and SAM and about your TAM and your SAM and SAM and all that. He's like, "It's all all that. He's like, "It's all all that. He's like, "It's all bullshit." Yeah. Cuz in the reality statistically Yeah. Cuz in the reality statistically how do things actually work out with all how do things actually work out with all how do things actually work out with all those startups those startups those startups post fundraising post fundraising post fundraising over the long haul? over the long haul? over the long haul? Well, most of them will fail actually. Well, most of them will fail actually. Well, most of them will fail actually. Sadly, you know, you know. I mean, Sadly, you know, you know. I mean, Sadly, you know, you know. I mean, but it's like but it's like but it's like you you know, you can try to do that, you you know, you can try to do that, you you know, you can try to do that, but then at some point but then at some point but then at some point the technology expresses its truth, the technology expresses its truth, the technology expresses its truth, right? And you can only do so much right? And you can only do so much right? And you can only do so much um um um beyond the limits of the technology. And beyond the limits of the technology. And beyond the limits of the technology. And I think that's like I mean, it's still I think that's like I mean, it's still I think that's like I mean, it's still the dilemma, right? I mean, now only now the dilemma, right? I mean, now only now the dilemma, right? I mean, now only now are people talking about deterministic are people talking about deterministic are people talking about deterministic versus probabilistic, right? And we've versus probabilistic, right? And we've versus probabilistic, right? And we've been talking about that forever on IoT been talking about that forever on IoT been talking about that forever on IoT coffee talk.

coffee talk. coffee talk. deterministic versus probabilistic We deterministic versus probabilistic We deterministic versus probabilistic We already went through a AI hype cycle, already went through a AI hype cycle, already went through a AI hype cycle, but you know, some of the interesting but you know, some of the interesting but you know, some of the interesting things that are starting to come out now things that are starting to come out now things that are starting to come out now is people will say, "But AI is really is people will say, "But AI is really is people will say, "But AI is really hard." That's what the Lenovo guys were hard." That's what the Lenovo guys were hard." That's what the Lenovo guys were doing. And so that This is one of the doing. And so that This is one of the doing. And so that This is one of the things things things No, I [laughter] know, but how many No, I [laughter] know, but how many No, I [laughter] know, but how many people say that? They don't. So then people say that? They don't. So then people say that? They don't. So then they're focused on creating the tooling they're focused on creating the tooling they're focused on creating the tooling you know, enterprise AI. I was about to you know, enterprise AI. I was about to you know, enterprise AI. I was about to say, "The ones who say it's hard is the say, "The ones who say it's hard is the say, "The ones who say it's hard is the one selling the tools to make it one selling the tools to make it one selling the tools to make it easier." Yeah, of course. easier." Yeah, of course. easier." Yeah, of course. No, NO, NO, MY POSITION TO YOU No, NO, NO, MY POSITION TO YOU No, NO, NO, MY POSITION TO YOU >> [laughter] >> [laughter] >> [laughter] >> ROB AND I KNOW THAT, YOU KNOW, they have >> ROB AND I KNOW THAT, YOU KNOW, they have >> ROB AND I KNOW THAT, YOU KNOW, they have the SSG group that's more of the the SSG group that's more of the the SSG group that's more of the service-oriented group service-oriented group service-oriented group that works with clients to actually that works with clients to actually that works with clients to actually solve problems, but that's a more solve problems, but that's a more solve problems, but that's a more practical practical practical angle that everyone really needs to angle that everyone really needs to angle that everyone really needs to take. Otherwise, none of this stuff is take. Otherwise, none of this stuff is take. Otherwise, none of this stuff is going to get picked up, right? I mean, going to get picked up, right? I mean, going to get picked up, right? I mean, you if you ever you if you ever you if you ever if you ever wonder why if you ever wonder why if you ever wonder why you know you know you know everybody everybody everybody falls into this pit of falls into this pit of falls into this pit of you know you know you know POC hell POC hell POC hell this is the reason why, you know? And this is the reason why, you know? And this is the reason why, you know? And then the more more disconnected you are then the more more disconnected you are then the more more disconnected you are from reality and what you think you're from reality and what you think you're from reality and what you think you're going to get out of a technology going to get out of a technology going to get out of a technology Yeah. the worse it's going to be. The Yeah. the worse it's going to be. The Yeah. the worse it's going to be. The longer you're going to sit in that longer you're going to sit in that longer you're going to sit in that That's why I That's why I That's why I That's why I said it was super That's why I said it was super That's why I said it was super interesting Jensen announcing these interesting Jensen announcing these interesting Jensen announcing these models for for vehicles self-driving models for for vehicles self-driving models for for vehicles self-driving like kind of like showing, "Hey, you like kind of like showing, "Hey, you like kind of like showing, "Hey, you guys are manufacturing cars. You don't

guys are manufacturing cars. You don't guys are manufacturing cars. You don't know how to do the software. So we'll do know how to do the software. So we'll do know how to do the software. So we'll do it for you. it for you. it for you. And you'll buy it as a part." And you'll buy it as a part." And you'll buy it as a part." Did you feel like it was a shot across Did you feel like it was a shot across Did you feel like it was a shot across the BOW FOR ELON? the BOW FOR ELON? >> [laughter] >> [laughter] >> LIKE IF IF THEY CAN make all that stuff >> LIKE IF IF THEY CAN make all that stuff >> LIKE IF IF THEY CAN make all that stuff Jensen, you know, announced Groot like Jensen, you know, announced Groot like Jensen, you know, announced Groot like years ago. years ago. years ago. And you know, I think the the the And you know, I think the the the And you know, I think the the the robotics team was like, "Okay, robotics team was like, "Okay, robotics team was like, "Okay, interesting, but I don't think it's interesting, but I don't think it's interesting, but I don't think it's really necessarily taken hold." I mean, really necessarily taken hold." I mean, really necessarily taken hold." I mean, I think models I don't say they're I think models I don't say they're I think models I don't say they're commodity, but I mean, they're becoming commodity, but I mean, they're becoming commodity, but I mean, they're becoming so many open-source models with so many so many open-source models with so many so many open-source models with so many different sizes and different sizes and different sizes and it's almost not about the model anymore. it's almost not about the model anymore. it's almost not about the model anymore. It's more about the data, the data set, It's more about the data, the data set, It's more about the data, the data set, and the training, and the implementation and the training, and the implementation and the training, and the implementation that is the model itself. Oh, thank god. that is the model itself. Oh, thank god. that is the model itself. Oh, thank god. But even then But even then But even then So the access database people are saved. So the access database people are saved. So the access database people are saved. Access database, yes. So the the next Access database, yes. So the the next Access database, yes. So the the next next hype cycle that everybody has to next hype cycle that everybody has to next hype cycle that everybody has to figure out figure out figure out or go through the learning and or go through the learning and or go through the learning and unlearning curve on is the world model. unlearning curve on is the world model. unlearning curve on is the world model. world models So that was like the a big world models So that was like the a big world models So that was like the a big part of the AI He used obviously one of the top AI guys He used obviously one of the top AI guys on the planet. He's been really vocal on the planet. He's been really vocal on the planet. He's been really vocal like, "We're not going to get to AGI like, "We're not going to get to AGI like, "We're not going to get to AGI with LLMs." Right. He goes, "There's no with LLMs." Right. He goes, "There's no with LLMs." Right. He goes, "There's no there there. We're not getting there.

there there. We're not getting there. there there. We're not getting there. It's not the right thing." And he And It's not the right thing." And he And It's not the right thing." And he And he's one who's been saying you need to he's one who's been saying you need to he's one who's been saying you need to do a world model. It's everything. It's do a world model. It's everything. It's do a world model. It's everything. It's It's IoT. It's IoT. It's IoT. Yeah, [laughter] but then you know, we Yeah, [laughter] but then you know, we Yeah, [laughter] but then you know, we had some guy There was some dude that had some guy There was some dude that had some guy There was some dude that got up on stage and said, "Yeah, we have got up on stage and said, "Yeah, we have got up on stage and said, "Yeah, we have We're going to We're going to train on We're going to We're going to train on We're going to We're going to train on YouTube videos." But then if you all YouTube videos." But then if you all YouTube videos." But then if you all your YouTube videos are generated with your YouTube videos are generated with your YouTube videos are generated with AI like Sora or whatever, which AI like Sora or whatever, which AI like Sora or whatever, which doesn't really understand basic concepts doesn't really understand basic concepts doesn't really understand basic concepts >> [laughter] >> [laughter] >> [laughter] >> OR I SHOOT THE SPEAR GUN >> OR I SHOOT THE SPEAR GUN >> OR I SHOOT THE SPEAR GUN To be fair, the amount the amount of To be fair, the amount the amount of To be fair, the amount the amount of videos that are It's real. The amount of videos that are It's real. The amount of videos that are It's real. The amount of videos out there on YouTube that are videos out there on YouTube that are videos out there on YouTube that are like like generated versus the ones that like like generated versus the ones that like like generated versus the ones that are created by humans for now is a small are created by humans for now is a small are created by humans for now is a small portion, right? The AI ones versus portion, right? The AI ones versus portion, right? The AI ones versus Cuz we have years and years and years, Cuz we have years and years and years, Cuz we have years and years and years, right? right? right? Yeah, but you know, you know, God forbid Yeah, but you know, you know, God forbid Yeah, but you know, you know, God forbid someone trains their model on this someone trains their model on this someone trains their model on this video. Well, you know, what's the thing video. Well, you know, what's the thing video. Well, you know, what's the thing that Dimitri always talks that Dimitri always talks that Dimitri always talks that peeves Dimitri that peeves Dimitri that peeves Dimitri is space movies. He always brings up is space movies. He always brings up is space movies. He always brings up 2000 whatever 2001 Space Odyssey as 2000 whatever 2001 Space Odyssey as 2000 whatever 2001 Space Odyssey as being the only real Oh, because there being the only real Oh, because there being the only real Oh, because there was no sound in space.

was no sound in space. was no sound in space. >> No sound in space. Great. The >> No sound in space. Great. The >> No sound in space. Great. The interesting night and you don't hear interesting night and you don't hear interesting night and you don't hear anything. Yeah, you don't see anything. anything. Yeah, you don't see anything. anything. Yeah, you don't see anything. There's no fire. Oh. There's no oxygen. There's no fire. Oh. There's no oxygen. There's no fire. Oh. There's no oxygen. And then you And then you And then you >> [laughter] >> [laughter] >> [laughter] >> trained your your world model on like >> trained your your world model on like >> trained your your world model on like freaking Star Wars and then freaking Star Wars and then freaking Star Wars and then you know But you've got to give the you know But you've got to give the you know But you've got to give the people WHAT THEY WANT. people WHAT THEY WANT. people WHAT THEY WANT. >> [laughter] >> IT'S A FEW PEW SOUNDS. >> IT'S A FEW PEW SOUNDS. TALKING ABOUT SOUND, did you see the TALKING ABOUT SOUND, did you see the TALKING ABOUT SOUND, did you see the Lego brick the smart Lego brick? No. No. Lego brick the smart Lego brick? No. No. Lego brick the smart Lego brick? No. No. Gosh, guys. You're not following the Gosh, guys. You're not following the Gosh, guys. You're not following the news of what's going on at CES? Tell us. news of what's going on at CES? Tell us. news of what's going on at CES? Tell us. So Lego they they have this little brick So Lego they they have this little brick So Lego they they have this little brick that is a smart brick and you can't You that is a smart brick and you can't You that is a smart brick and you can't You put a little tile on it and it takes it put a little tile on it and it takes it put a little tile on it and it takes it It actually will take on a function It actually will take on a function It actually will take on a function based on the tile you put on it. The based on the tile you put on it. The based on the tile you put on it. The thing has bunch of sensors thing has bunch of sensors thing has bunch of sensors motion and whatever. It has some motion and whatever. It has some motion and whatever. It has some speakers in there and some LEDs. So if speakers in there and some LEDs. So if speakers in there and some LEDs. So if you put the Star Wars ship tile on top you put the Star Wars ship tile on top you put the Star Wars ship tile on top and you put the brick on top of a little and you put the brick on top of a little and you put the brick on top of a little spaceship it's going to make the spaceship it's going to make the spaceship it's going to make the spaceship noises when you move it spaceship noises when you move it spaceship noises when you move it around.

around. around. If you change the tile for like let's If you change the tile for like let's If you change the tile for like let's say a vehicle like a car, it's going to say a vehicle like a car, it's going to say a vehicle like a car, it's going to make car noises. And the tile was only make car noises. And the tile was only make car noises. And the tile was only $29.95. The the little tiny tile on top $29.95. The the little tiny tile on top $29.95. The the little tiny tile on top Is it like a stem cell? It can become Is it like a stem cell? It can become Is it like a stem cell? It can become [laughter] [laughter] [laughter] any other kind of cell? I don't know. I any other kind of cell? I don't know. I any other kind of cell? I don't know. I think it's RFID or something. Can it think it's RFID or something. Can it think it's RFID or something. Can it actually The funny thing IS THAT IT'S actually The funny thing IS THAT IT'S actually The funny thing IS THAT IT'S LIKE A MICROPHONE ON IT? LIKE A MICROPHONE ON IT? LIKE A MICROPHONE ON IT? >> [laughter] >> [laughter] >> [laughter] >> THE SURFACE OF THE TILE LIKE CAN YOU >> THE SURFACE OF THE TILE LIKE CAN YOU >> THE SURFACE OF THE TILE LIKE CAN YOU HEAR IT? HEAR IT? HEAR IT? IT'S GOING TO BE THE BRICK THE BRICK IT'S GOING TO BE THE BRICK THE BRICK IT'S GOING TO BE THE BRICK THE BRICK THAT that listens. THAT that listens. THAT that listens. Well, that's Well, that's Well, that's toys that were smart that have AI toys that were smart that have AI toys that were smart that have AI Yeah, that's right. Yeah, that's right. Yeah, that's right. Well, you know, I like that. Well, you know, I like that. Well, you know, I like that. Well, the toy the whatever the smart toy Well, the toy the whatever the smart toy Well, the toy the whatever the smart toy has always been sort of a has always been sort of a has always been sort of a category. Yeah. You know, actually category. Yeah. You know, actually category. Yeah. You know, actually there's not there's not there's not >> Remember Barney? Microsoft Barney? >> Remember Barney? Microsoft Barney? >> Remember Barney? Microsoft Barney? That's That's why it's always nice to That's That's why it's always nice to That's That's why it's always nice to You know, there's like some people who You know, there's like some people who You know, there's like some people who say, "Oh, why would I come to CES? say, "Oh, why would I come to CES? say, "Oh, why would I come to CES? Nothing ever changes." Like things do Nothing ever changes." Like things do Nothing ever changes." Like things do change. Oh, yeah, big time. You know, change. Oh, yeah, big time. You know, change. Oh, yeah, big time. You know, um and it's it's We haven't even talked um and it's it's We haven't even talked um and it's it's We haven't even talked about vacuum cleaners yet. Yeah, yeah, about vacuum cleaners yet. Yeah, yeah, about vacuum cleaners yet. Yeah, yeah, yeah.

yeah. yeah. >> [laughter] >> [laughter] >> [laughter] >> I got a whole other episode. Oh, >> I got a whole other episode. Oh, >> I got a whole other episode. Oh, I mean, crazy. It's like one of the only I mean, crazy. It's like one of the only I mean, crazy. It's like one of the only conferences where you see things change. conferences where you see things change. conferences where you see things change. Back to the Eureka Park. Back to the Eureka Park. Back to the Eureka Park. You know? You know? You know? Yeah. I mean, how much changes year to Yeah. I mean, how much changes year to Yeah. I mean, how much changes year to year at Mobile World Congress? Yeah. year at Mobile World Congress? Yeah. year at Mobile World Congress? Yeah. Yeah, I mean Yeah, I mean Yeah, I mean >> we talking about? There's a number. Like >> we talking about? There's a number. Like >> we talking about? There's a number. Like 4G, 5G, 6G, right? I mean, it's just 4G, 5G, 6G, right? I mean, it's just 4G, 5G, 6G, right? I mean, it's just like, "Yeah." I mean, it's incremental like, "Yeah." I mean, it's incremental like, "Yeah." I mean, it's incremental every year. We just go there for the every year. We just go there for the every year. We just go there for the tapas. tapas. tapas. And Rioja. And Rioja. And Rioja. I mean, you know That's all. I mean, I mean, you know That's all. I mean, I mean, you know That's all. I mean, look at look IoT stars, that's why we look at look IoT stars, that's why we look at look IoT stars, that's why we go. That's an interesting comment though go. That's an interesting comment though go. That's an interesting comment though because look at what happened to MWC Las because look at what happened to MWC Las because look at what happened to MWC Las Ve- Las Vegas. I don't even know where Ve- Las Vegas. I don't even know where Ve- Las Vegas. I don't even know where they have it now. I think it's Las they have it now. I think it's Las they have it now. I think it's Las Vegas. Vegas. Vegas. The American one. Oh, the American Yeah. The American one. Oh, the American Yeah. The American one. Oh, the American Yeah. I mean, it's like almost nobody goes to I mean, it's like almost nobody goes to I mean, it's like almost nobody goes to that. There's like 40 exhibitors. that. There's like 40 exhibitors. that. There's like 40 exhibitors. We were talking about that earlier like We were talking about that earlier like We were talking about that earlier like when it was in the Remember when it was when it was in the Remember when it was when it was in the Remember when it was in the LA Convention Center? Yeah, in in the LA Convention Center? Yeah, in in the LA Convention Center? Yeah, in Los Angeles it was like, "Oh, wow." And Los Angeles it was like, "Oh, wow." And Los Angeles it was like, "Oh, wow." And you know, at that time everyone was you know, at that time everyone was you know, at that time everyone was talking about how digital Hollywood is talking about how digital Hollywood is talking about how digital Hollywood is that it's going to come together with that it's going to come together with that it's going to come together with Telco. And then that was when AT&T Telco. And then that was when AT&T Telco. And then that was when AT&T purchased Warner. Don't you love it when purchased Warner. Don't you love it when purchased Warner. Don't you love it when anyone says, "All this STUFF'S GOING TO anyone says, "All this STUFF'S GOING TO anyone says, "All this STUFF'S GOING TO HAPPEN WITH TELCO."

HAPPEN WITH TELCO." HAPPEN WITH TELCO." WELL, [laughter] YOU KNOW, IT'S A MAGIC WELL, [laughter] YOU KNOW, IT'S A MAGIC WELL, [laughter] YOU KNOW, IT'S A MAGIC WORD. TELCO. WORD. TELCO. WORD. TELCO. Nothing is going to happen. Nothing is going to happen. Nothing is going to happen. Oh, no. Hello, kids. Nothing's going to Oh, no. Hello, kids. Nothing's going to Oh, no. Hello, kids. Nothing's going to happen with Telco. They're all leveraged happen with Telco. They're all leveraged happen with Telco. They're all leveraged to the hilt. They have no money. They're to the hilt. They have no money. They're to the hilt. They have no money. They're not going to become high-tech cloud not going to become high-tech cloud not going to become high-tech cloud companies. Not IoT providers. companies. Not IoT providers. companies. Not IoT providers. >> IoT providers. They're not content >> IoT providers. They're not content >> IoT providers. They're not content providers. They're not content providers. They're not content providers. They're not content providers. There's got to be a silver providers. There's got to be a silver providers. There's got to be a silver lining at some point, right? [laughter] lining at some point, right? [laughter] lining at some point, right? [laughter] They did IoT providers. They did IoT and They did IoT providers. They did IoT and They did IoT providers. They did IoT and said, "Oh, wow, there's no money in said, "Oh, wow, there's no money in said, "Oh, wow, there's no money in this, you know?" Remember that was going this, you know?" Remember that was going this, you know?" Remember that was going to be their savior because obviously to be their savior because obviously to be their savior because obviously Telcos still believe think in SIMs Telcos still believe think in SIMs Telcos still believe think in SIMs endpoints. Their whole business model is endpoints. Their whole business model is endpoints. Their whole business model is based on that even though they keep based on that even though they keep based on that even though they keep saying, "NO, NO, NO, WE'RE GOING TO saying, "NO, NO, NO, WE'RE GOING TO saying, "NO, NO, NO, WE'RE GOING TO CHANGE. We're going to be like CHANGE. We're going to be like CHANGE. We're going to be like Microsoft." Yeah, whatever. And Microsoft." Yeah, whatever. And Microsoft." Yeah, whatever. And IoT was going to after they saturated IoT was going to after they saturated IoT was going to after they saturated humans But we're going to have 50 humans But we're going to have 50 humans But we're going to have 50 billion IoT devices by 2020. billion IoT devices by 2020. billion IoT devices by 2020. And it's going to be awesome. And then And it's going to be awesome. And then And it's going to be awesome. And then we're going to charge iPhone data plans we're going to charge iPhone data plans we're going to charge iPhone data plans for each one of those IOT DEVICES. WE'RE for each one of those IOT DEVICES. WE'RE for each one of those IOT DEVICES. WE'RE GOING TO BE RICH. GOING TO BE RICH. GOING TO BE RICH. YOU THOUGHT IT THOUGH.

YOU THOUGHT IT THOUGH. YOU THOUGHT IT THOUGH. You had so many smart people You had so many smart people You had so many smart people believe those numbers. believe those numbers. believe those numbers. Well, number one, come up with those Well, number one, come up with those Well, number one, come up with those numbers. numbers. numbers. >> Yeah. >> Yeah. >> Yeah. And then a lot of people And then a lot of people And then a lot of people smart people smart people smart people >> [laughter] >> I mean, all these guys have >> I mean, all these guys have fantastically large numbers, fantastically large numbers, fantastically large numbers, and a lot of people believe them, you and a lot of people believe them, you and a lot of people believe them, you know? Don't believe those analysts know? Don't believe those analysts know? Don't believe those analysts saying stuff. And there's also a herd saying stuff. And there's also a herd saying stuff. And there's also a herd mentality. As soon as one person says mentality. As soon as one person says mentality. As soon as one person says it, it gives everyone else permission to it, it gives everyone else permission to it, it gives everyone else permission to go, "Oh, yeah, that's going to That's go, "Oh, yeah, that's going to That's go, "Oh, yeah, that's going to That's really going to happen." Yeah. really going to happen." Yeah. really going to happen." Yeah. I had some really good conversations I had some really good conversations I had some really good conversations about this with other analysts. about this with other analysts. about this with other analysts. Uh and oddly, a lot of them watch IoT Uh and oddly, a lot of them watch IoT Uh and oddly, a lot of them watch IoT Coffee Talk, which is really funny. It's Coffee Talk, which is really funny. It's Coffee Talk, which is really funny. It's like they know who to pick apart. like they know who to pick apart. like they know who to pick apart. Um no, uh bad forecast, bad data, you Um no, uh bad forecast, bad data, you Um no, uh bad forecast, bad data, you know? And that that There is actually know? And that that There is actually know? And that that There is actually people who have experience, who know people who have experience, who know people who have experience, who know what they're talking about, so main what they're talking about, so main what they're talking about, so main experts, right? Like guys who've been in experts, right? Like guys who've been in experts, right? Like guys who've been in the field like us. the field like us. the field like us. That That That can rationalize whatever's being claimed can rationalize whatever's being claimed can rationalize whatever's being claimed or look at numbers and or look at numbers and or look at numbers and figure out if they're kosher or not. So, figure out if they're kosher or not. So, figure out if they're kosher or not. So, rather than generating being in the rather than generating being in the rather than generating being in the business of generating more business of generating more business of generating more uh more numbers that will probably be uh more numbers that will probably be uh more numbers that will probably be wrong. Right. You just look at the whole wrong. Right. You just look at the whole wrong. Right. You just look at the whole field of numbers that are coming out field of numbers that are coming out field of numbers that are coming out that are wrong, and then help people who that are wrong, and then help people who that are wrong, and then help people who might consume them to understand, well, might consume them to understand, well, might consume them to understand, well, what's kosher and what's like not. You what's kosher and what's like not. You what's kosher and what's like not. You know what I'm saying? True.

know what I'm saying? True. know what I'm saying? True. Because, you know, you got I mean, it Because, you know, you got I mean, it Because, you know, you got I mean, it also depends. What are you doing? Are also depends. What are you doing? Are also depends. What are you doing? Are you marketing or are you really trying you marketing or are you really trying you marketing or are you really trying to plan that it's for your business and to plan that it's for your business and to plan that it's for your business and trying to trying to trying to build the business with You DON'T THINK build the business with You DON'T THINK build the business with You DON'T THINK A TELCO whatever would have marketing, A TELCO whatever would have marketing, A TELCO whatever would have marketing, let's say, back in 2010 and say there's let's say, back in 2010 and say there's let's say, back in 2010 and say there's going to be a trillion connected IoT going to be a trillion connected IoT going to be a trillion connected IoT devices over cellular? They would never devices over cellular? They would never devices over cellular? They would never do that, would they? do that, would they? do that, would they? Well, someone from marketing wrote the Well, someone from marketing wrote the Well, someone from marketing wrote the slide slide slide and said, "Billions? That's it? No, and said, "Billions? That's it? No, and said, "Billions? That's it? No, let's put trillions in there." But, you know, I mean, that's always But, you know, I mean, that's always frustrating for sales people, right? frustrating for sales people, right? frustrating for sales people, right? Think about like what, you know, I don't Think about like what, you know, I don't Think about like what, you know, I don't know if it's Microsoft or not, but know if it's Microsoft or not, but know if it's Microsoft or not, but Microsoft with the Copilot stuff. Microsoft with the Copilot stuff. Microsoft with the Copilot stuff. Uh that, you know, they had to scale Uh that, you know, they had to scale Uh that, you know, they had to scale back the sales quarters and stuff like back the sales quarters and stuff like back the sales quarters and stuff like that, you know? It that, you know? It that, you know? It No one wanted to pay for it. No one wanted to pay for it. No one wanted to pay for it. >> the sales force. They And sometimes they >> the sales force. They And sometimes they >> the sales force. They And sometimes they don't even want to sell it because don't even want to sell it because don't even want to sell it because they they either they can't convince the they they either they can't convince the they they either they can't convince the customers customers customers or the customers just flat out don't or the customers just flat out don't or the customers just flat out don't want it. They go, "Well, okay, what want it. They go, "Well, okay, what want it. They go, "Well, okay, what problem were you trying to solve for us?

problem were you trying to solve for us? problem were you trying to solve for us? Or do you want us to just buy this thing Or do you want us to just buy this thing Or do you want us to just buy this thing and then use like a FOMO method and then use like a FOMO method and then use like a FOMO method methodology to get us to spend a methodology to get us to spend a methodology to get us to spend a >> It's included. It's all included. For >> It's included. It's all included. For >> It's included. It's all included. For you guys keeping score at home, you guys keeping score at home, you guys keeping score at home, Microsoft wanted to charge $30 per seat Microsoft wanted to charge $30 per seat Microsoft wanted to charge $30 per seat for Enterprise Copilot. for Enterprise Copilot. for Enterprise Copilot. Why? They thought that people would pay Why? They thought that people would pay Why? They thought that people would pay it. it. it. And it would have been a lot of money And it would have been a lot of money And it would have been a lot of money for Microsoft if that had been the case. for Microsoft if that had been the case. for Microsoft if that had been the case. But, it turns out no one was going to But, it turns out no one was going to But, it turns out no one was going to pay it. pay it. pay it. They all went to ChatGPT or Claude or They all went to ChatGPT or Claude or They all went to ChatGPT or Claude or something else on the $20 plan or the something else on the $20 plan or the something else on the $20 plan or the free plan or the whatever. Oh, I got free plan or the whatever. Oh, I got free plan or the whatever. Oh, I got enough. enough. enough. Well, see that. Yeah, that's the other Well, see that. Yeah, that's the other Well, see that. Yeah, that's the other part. Which actually is enough for most part. Which actually is enough for most part. Which actually is enough for most of the people out there, right? No one of the people out there, right? No one of the people out there, right? No one was good enough. Yeah. Yeah, I don't was good enough. Yeah. Yeah, I don't was good enough. Yeah. Yeah, I don't care if the answer is right or wrong, care if the answer is right or wrong, care if the answer is right or wrong, it's good enough. Cuz you're right. it's good enough. Cuz you're right. it's good enough. Cuz you're right. THINK ABOUT THINK ABOUT THE AVERAGE THINK ABOUT THINK ABOUT THE AVERAGE THINK ABOUT THINK ABOUT THE AVERAGE PERSON USING, YOU KNOW, a chatbot right PERSON USING, YOU KNOW, a chatbot right PERSON USING, YOU KNOW, a chatbot right now. now. now. We hear stories of our people in our We hear stories of our people in our We hear stories of our people in our space who are like talking about space who are like talking about space who are like talking about exhausting tokens in a day, and they exhausting tokens in a day, and they exhausting tokens in a day, and they have to pay this expense cuz they're in have to pay this expense cuz they're in have to pay this expense cuz they're in a The average person is not exhausting a The average person is not exhausting a The average person is not exhausting the number of tokens they get per day, the number of tokens they get per day, the number of tokens they get per day, ever. They're just saying, "What kind of ever. They're just saying, "What kind of ever. They're just saying, "What kind of pizza sauce should I use pizza sauce should I use pizza sauce should I use for this pizza [laughter] I'm going to for this pizza [laughter] I'm going to for this pizza [laughter] I'm going to make at home?" Yeah, you know You know, make at home?" Yeah, you know You know, make at home?" Yeah, you know You know, I mean, it's that. Well, no, it you I mean, it's that. Well, no, it you I mean, it's that. Well, no, it you know, it was like the smart speaker know, it was like the smart speaker know, it was like the smart speaker thing. Do you remember the smart smart thing. Do you remember the smart smart thing. Do you remember the smart smart speaker height? And then the the the speaker height? And then the the the speaker height? And then the the the smart speaker wars. Who had the most smart speaker wars. Who had the most smart speaker wars. Who had the most skills? Who had the most apps? You know, skills? Who had the most apps? You know, skills? Who had the most apps? You know, it's always that when it's always that when it's always that when only like 2% of the apps that actually

only like 2% of the apps that actually only like 2% of the apps that actually get any traction, right? And and it's get any traction, right? And and it's get any traction, right? And and it's it's actually also 2% of the people it's actually also 2% of the people it's actually also 2% of the people having one at home using it. Yeah, yeah, having one at home using it. Yeah, yeah, having one at home using it. Yeah, yeah, but that would have been mostly people but that would have been mostly people but that would have been mostly people use their smart speakers for. Hey, can use their smart speakers for. Hey, can use their smart speakers for. Hey, can you play uh Play music. Yeah. What's the you play uh Play music. Yeah. What's the you play uh Play music. Yeah. What's the What's the What's the weather tomorrow? What's the What's the weather tomorrow? What's the What's the weather tomorrow? Right. You know. Right. You know. Right. You know. I remember when Apple jumped into that I remember when Apple jumped into that I remember when Apple jumped into that with their HomePod? Some people just Some people just >> go. >> go. >> go. Some people just don't recognize a Some people just don't recognize a Some people just don't recognize a camera when it's recording. They have no idea what it is. The They have no idea what it is. The HomePod, yeah, the HomePod, you know. HomePod, yeah, the HomePod, you know. HomePod, yeah, the HomePod, you know. >> Should you give a shout-out to your gear >> Should you give a shout-out to your gear >> Should you give a shout-out to your gear that you have? I know you've done that that you have? I know you've done that that you have? I know you've done that before. before. before. >> [laughter] >> [laughter] >> [laughter] >> They're They're not They're not >> They're They're not They're not >> They're They're not They're not so so so responsibility to elevate our future responsibility to elevate our future responsibility to elevate our future anonymous gear. And I hear the company's been banned And I hear the company's been banned from flying some stuff in the US. That's from flying some stuff in the US. That's from flying some stuff in the US. That's it. Like speaking of unrealistic it. Like speaking of unrealistic it. Like speaking of unrealistic numbers, have you heard people recently, numbers, have you heard people recently, numbers, have you heard people recently, CEOs recently saying, "Oh, that's going CEOs recently saying, "Oh, that's going CEOs recently saying, "Oh, that's going to be another trillion-dollar business to be another trillion-dollar business to be another trillion-dollar business there."

there." there." >> [laughter] >> [laughter] >> [laughter] >> I've heard it today. I've heard Jensen >> I've heard it today. I've heard Jensen >> I've heard it today. I've heard Jensen say, "Oh, that's that's going to be say, "Oh, that's that's going to be say, "Oh, that's that's going to be another 20 trillion-dollar business." another 20 trillion-dollar business." another 20 trillion-dollar business." And he he he says it a lot. And and then And he he he says it a lot. And and then And he he he says it a lot. And and then other people are saying it, and they say other people are saying it, and they say other people are saying it, and they say casually, Right. It's inception. casually, Right. It's inception. casually, Right. It's inception. They're incepting you. They want your They're incepting you. They want your They're incepting you. They want your brain to get accustomed and to feel to brain to get accustomed and to feel to brain to get accustomed and to feel to normalize the idea that whatever they're normalize the idea that whatever they're normalize the idea that whatever they're doing is a 20 trillion-dollar business doing is a 20 trillion-dollar business doing is a 20 trillion-dollar business that's about to happen, and therefore that's about to happen, and therefore that's about to happen, and therefore you should buy their stock and their you should buy their stock and their you should buy their stock and their products. Interesting. products. Interesting. products. Interesting. I hear I hear I hear Yeah, Yeah, Yeah, people are fast to list. I ask them, "Is people are fast to list. I ask them, "Is people are fast to list. I ask them, "Is it another trillion-dollar business?" it another trillion-dollar business?" it another trillion-dollar business?" Like that's what I'm going to hear for Like that's what I'm going to hear for Like that's what I'm going to hear for my next startup. I'll be like I'll be my next startup. I'll be like I'll be my next startup. I'll be like I'll be like, you know, at Kleiner Perkins or, like, you know, at Kleiner Perkins or, like, you know, at Kleiner Perkins or, you know, Andreessen Horowitz right you know, Andreessen Horowitz right you know, Andreessen Horowitz right outside the door and just casually outside the door and just casually outside the door and just casually talking, "Yeah, Olivia, what do you talking, "Yeah, Olivia, what do you talking, "Yeah, Olivia, what do you think?" I think it's a trillion-dollar think?" I think it's a trillion-dollar think?" I think it's a trillion-dollar business. business. business. YEAH. OH, SH- OH, HI GUYS. LET'S DO OUR YEAH. OH, SH- OH, HI GUYS. LET'S DO OUR YEAH. OH, SH- OH, HI GUYS. LET'S DO OUR PITCH. PITCH. PITCH. >> [laughter] >> [laughter] >> [laughter] >> YEAH. YEAH. YEAH. All right. So, yeah, I I I think people All right. So, yeah, I I I think people All right. So, yeah, I I I think people should really consider just doing the should really consider just doing the should really consider just doing the Bill U kind of way, which is just work Bill U kind of way, which is just work Bill U kind of way, which is just work the gap of the ugly. I mean, do more the gap of the ugly. I mean, do more the gap of the ugly. I mean, do more work. Deliver value instead of chasing work. Deliver value instead of chasing work. Deliver value instead of chasing So, problems, right?

So, problems, right? So, problems, right? Well, because, you know, I mean, think Well, because, you know, I mean, think Well, because, you know, I mean, think about all those about all those about all those companies that are just confounded and companies that are just confounded and companies that are just confounded and you know, they have a business that's you know, they have a business that's you know, they have a business that's not viable, but they keep but you know, not viable, but they keep but you know, not viable, but they keep but you know, their primary job becomes just raising their primary job becomes just raising their primary job becomes just raising money. money. money. You You You We know a lot of people who've been We know a lot of people who've been We know a lot of people who've been caught in that trap, right? But then caught in that trap, right? But then caught in that trap, right? But then there's people who eventually do it, and there's people who eventually do it, and there's people who eventually do it, and it's just become a game now. But, where it's just become a game now. But, where it's just become a game now. But, where are those companies that are real truly are those companies that are real truly are those companies that are real truly entrepreneurial entrepreneurial entrepreneurial that organically build their businesses. that organically build their businesses. that organically build their businesses. I think folks that really work back from I think folks that really work back from I think folks that really work back from outcomes, you know, work back from outcomes, you know, work back from outcomes, you know, work back from problems that customers have. Those are problems that customers have. Those are problems that customers have. Those are the ones that You're sounding like AWS. the ones that You're sounding like AWS. the ones that You're sounding like AWS. It's very AWS. It's very AWS. It's very AWS. I'm sorry about that. All right, I'm I'm sorry about that. All right, I'm I'm sorry about that. All right, I'm going to send this into the camera so going to send this into the camera so going to send this into the camera so they can see, they can see, they can see, you know, we look at this. This is like you know, we look at this. This is like you know, we look at this. This is like it's hard to sell. it's hard to sell. it's hard to sell. Oh, there you go. That's us. Oh, there you go. That's us. Oh, there you go. That's us. This thing was the size higher than that This thing was the size higher than that This thing was the size higher than that building. building. building. The whole deal, and it was live. It was The whole deal, and it was live. It was The whole deal, and it was live. It was moving. It was a video.

moving. It was a video. moving. It was a video. Basically, they were how people capture Basically, they were how people capture Basically, they were how people capture people did hashtags on Twitter. people did hashtags on Twitter. people did hashtags on Twitter. That's what we did, and we got picked That's what we did, and we got picked That's what we did, and we got picked up, and it was shown multiple times. up, and it was shown multiple times. up, and it was shown multiple times. That That's what we were on. That That's what we were on. That That's what we were on. I mean I had someone on message me on I mean I had someone on message me on I mean I had someone on message me on Teams, and they're They were trying to Teams, and they're They were trying to Teams, and they're They were trying to see. He's like, see. He's like, see. He's like, "Rock, ARE YOU HERE?" "Rock, ARE YOU HERE?" "Rock, ARE YOU HERE?" >> [laughter] >> [laughter] >> [laughter] >> "I JUST SAW YOU ON THE LETTERHEAD ON THE >> "I JUST SAW YOU ON THE LETTERHEAD ON THE >> "I JUST SAW YOU ON THE LETTERHEAD ON THE GIANT SCREEN." GIANT SCREEN." GIANT SCREEN." YEAH, cuz we're awesome. On the YEAH, cuz we're awesome. On the YEAH, cuz we're awesome. On the Jumbotron. Exactly. It's like we're at a Jumbotron. Exactly. It's like we're at a Jumbotron. Exactly. It's like we're at a football game and football game and football game and or like [laughter] we're at a or like [laughter] we're at a or like [laughter] we're at a Coldplay concert, Coldplay concert, Coldplay concert, you know? you know? you know? Absolutely. Yeah, it's funny because we Absolutely. Yeah, it's funny because we Absolutely. Yeah, it's funny because we were like were like were like you know, we're being our sarcastic you know, we're being our sarcastic you know, we're being our sarcastic you know, snarky selves. you know, snarky selves. you know, snarky selves. But, we record. I don't know if you But, we record. I don't know if you But, we record. I don't know if you listen to it. But, we're like talking listen to it. But, we're like talking listen to it. But, we're like talking about You know, one of the comments I about You know, one of the comments I about You know, one of the comments I made is like, "Hey, you know, nobody made is like, "Hey, you know, nobody made is like, "Hey, you know, nobody Nobody really knows what an enterprise Nobody really knows what an enterprise Nobody really knows what an enterprise AI is." And then I actually asked a few AI is." And then I actually asked a few AI is." And then I actually asked a few people. people. people. Uh and I won't name names and the name Uh and I won't name names and the name Uh and I won't name names and the name of the companies, but they're pretty of the companies, but they're pretty of the companies, but they're pretty prominent. They But but companies that prominent. They But but companies that prominent. They But but companies that should know what enterprise AI is, and should know what enterprise AI is, and should know what enterprise AI is, and none of their people can answer the none of their people can answer the none of their people can answer the question.

question. question. And it was funny to like listen to them And it was funny to like listen to them And it was funny to like listen to them stumble. And I say, "Hey, you know, stumble. And I say, "Hey, you know, stumble. And I say, "Hey, you know, that's okay. that's okay. that's okay. Yeah, no thanks. I appreciate it. Yeah. Yeah, no thanks. I appreciate it. Yeah. Yeah, no thanks. I appreciate it. Yeah. Well, where's the enterprise AI stuff?" Well, where's the enterprise AI stuff?" Well, where's the enterprise AI stuff?" Right? Right? Right? Um and Um and Um and uh the other So, uh the other So, uh the other So, the other thing that we were talking the other thing that we were talking the other thing that we were talking about was What was the other thing? It about was What was the other thing? It about was What was the other thing? It was enterprise AI. Oh, no, AI native. was enterprise AI. Oh, no, AI native. was enterprise AI. Oh, no, AI native. It's like nobody really has a good It's like nobody really has a good It's like nobody really has a good definition or idea of what the hell AI definition or idea of what the hell AI definition or idea of what the hell AI native means, right? native means, right? native means, right? And of course, we're watching the And of course, we're watching the And of course, we're watching the keynote. keynote. keynote. podcast. They know what AI native is. podcast. They know what AI native is. podcast. They know what AI native is. Really? They're always talking about it. Really? They're always talking about it. Really? They're always talking about it. Yeah, what does it mean? all-in guys or Yeah, what does it mean? all-in guys or Yeah, what does it mean? all-in guys or whatever. Well, but there's Did they whatever. Well, but there's Did they whatever. Well, but there's Did they make it Did they make up the the name? make it Did they make up the the name? make it Did they make up the the name? Like did they invent it? I mean, yeah, Like did they invent it? I mean, yeah, Like did they invent it? I mean, yeah, there's I don't want to call them there's I don't want to call them there's I don't want to call them elitist AI people. elitist AI people. elitist AI people. There's the super all-in AI people. And There's the super all-in AI people. And There's the super all-in AI people. And then they're like, "If you're using AI then they're like, "If you're using AI then they're like, "If you're using AI as just a tool or as an add-on, you're as just a tool or as an add-on, you're as just a tool or as an add-on, you're not legit. not legit. not legit. If it's not embedded in in every part of If it's not embedded in in every part of If it's not embedded in in every part of your company top to bottom, then you're your company top to bottom, then you're your company top to bottom, then you're not doing it right."

not doing it right." not doing it right." Yeah, which the the And I I was like Yeah, which the the And I I was like Yeah, which the the And I I was like looking at my little daughter with her looking at my little daughter with her looking at my little daughter with her lemonade stand, and I'm like, "If you lemonade stand, and I'm like, "If you lemonade stand, and I'm like, "If you don't integrate AI top to bottom in your don't integrate AI top to bottom in your don't integrate AI top to bottom in your lemonade stand, You're not AI native. lemonade stand, You're not AI native. lemonade stand, You're not AI native. You're not AI, and you're going to be You're not AI, and you're going to be You're not AI, and you're going to be left behind Yeah. by the other girl down left behind Yeah. by the other girl down left behind Yeah. by the other girl down the street who's got AI lemonade stand. the street who's got AI lemonade stand. the street who's got AI lemonade stand. I mean, you know, I mean, you know, I mean, you know, there's absolutely no proof that anyone there's absolutely no proof that anyone there's absolutely no proof that anyone got left behind because of the past 3 got left behind because of the past 3 got left behind because of the past 3 years, anybody who went early spent a years, anybody who went early spent a years, anybody who went early spent a lot of money on something that they lot of money on something that they lot of money on something that they either didn't end up using, never got either didn't end up using, never got either didn't end up using, never got into production, into production, into production, or just threw away. And you know, AI or just threw away. And you know, AI or just threw away. And you know, AI girlfriends and boyfriends. It's so hot. girlfriends and boyfriends. It's so hot. girlfriends and boyfriends. It's so hot. Yeah, it's so hot. Yeah, it's a Yeah, it's so hot. Yeah, it's a Yeah, it's so hot. Yeah, it's a trillion-dollar business. That's But trillion-dollar business. That's But trillion-dollar business. That's But >> multi-trillion-dollar business there. >> multi-trillion-dollar business there. >> multi-trillion-dollar business there. Yeah, as long as she sounds like Yeah, as long as she sounds like Yeah, as long as she sounds like Scarlett Johansson. Yeah, yeah. Remember Scarlett Johansson. Yeah, yeah. Remember Scarlett Johansson. Yeah, yeah. Remember when remember when it first came out? when remember when it first came out? when remember when it first came out? When When When it sounded like ScarJo and people were it sounded like ScarJo and people were it sounded like ScarJo and people were like, "IT SOUNDS JUST LIKE HER." like, "IT SOUNDS JUST LIKE HER." like, "IT SOUNDS JUST LIKE HER." >> [laughter] >> [laughter] >> [laughter] >> NO, she actually made a statement. >> NO, she actually made a statement. >> NO, she actually made a statement. >> Yeah, the statement was like, "NO, IT'S >> Yeah, the statement was like, "NO, IT'S >> Yeah, the statement was like, "NO, IT'S NOT HER." NOT HER." NOT HER." >> [laughter] >> [laughter] >> [laughter] >> AND THE NEXT DAY NEXT DAY THEY changed >> AND THE NEXT DAY NEXT DAY THEY changed >> AND THE NEXT DAY NEXT DAY THEY changed it. it. it. >> They changed it. Right.

That was really funny. Crazy. Yeah, but That was really funny. Crazy. Yeah, but then all the while, you know, there's then all the while, you know, there's then all the while, you know, there's there's solutions that can be worked on there's solutions that can be worked on there's solutions that can be worked on and invested in and technologies that and invested in and technologies that and invested in and technologies that matter is you know you know, they get matter is you know you know, they get matter is you know you know, they get ignored. You know, you know, it's ignored. You know, you know, it's ignored. You know, you know, it's interesting to see some people interesting to see some people interesting to see some people that have good stuff have that anxiety. that have good stuff have that anxiety. that have good stuff have that anxiety. They'll actually tell you, "Yeah, but They'll actually tell you, "Yeah, but They'll actually tell you, "Yeah, but you know, all the attention's over here you know, all the attention's over here you know, all the attention's over here and Right. we get no love and we have and Right. we get no love and we have and Right. we get no love and we have something that could solve a big problem something that could solve a big problem something that could solve a big problem for the industry and nobody gives a crap for the industry and nobody gives a crap for the industry and nobody gives a crap about it. about it. about it. >> Right. Right. Okay. All the all the >> Right. Right. Okay. All the all the >> Right. Right. Okay. All the all the budget's got for this stuff, but it's budget's got for this stuff, but it's budget's got for this stuff, but it's all Well, the the all Well, the the all Well, the the the guys who have the problems might be the guys who have the problems might be the guys who have the problems might be listening. listening. listening. Like, you know, they're they're actually Like, you know, they're they're actually Like, you know, they're they're actually solving real problems with these solving real problems with these solving real problems with these solutions. They should go talk to the solutions. They should go talk to the solutions. They should go talk to the people who have the problem, not to people who have the problem, not to people who have the problem, not to investors or whatever. Right? I mean, investors or whatever. Right? I mean, investors or whatever. Right? I mean, but the system is a bit broken cuz you but the system is a bit broken cuz you but the system is a bit broken cuz you have a startup you have a good idea have a startup you have a good idea have a startup you have a good idea instead of going to a customer instead of going to a customer instead of going to a customer to solve their problem with your idea, to solve their problem with your idea, to solve their problem with your idea, you go to an investor who who knows you go to an investor who who knows you go to an investor who who knows nothing about nothing.

nothing about nothing. nothing about nothing. And and ask for money and and eventually And and ask for money and and eventually And and ask for money and and eventually But that's that's it. You know, see and But that's that's it. You know, see and But that's that's it. You know, see and so the customer is no longer your so the customer is no longer your so the customer is no longer your customer, it is a VC who is your customer, it is a VC who is your customer, it is a VC who is your customer. That's such a good it seems so customer. That's such a good it seems so customer. That's such a good it seems so obvious, but it's obvious, but it's obvious, but it's I think savvy startups though know that I think savvy startups though know that I think savvy startups though know that they need to minimize their VC intake they need to minimize their VC intake they need to minimize their VC intake and they need to maximize their customer and they need to maximize their customer and they need to maximize their customer revenue. revenue. revenue. And ultimately, nobody wants to give up And ultimately, nobody wants to give up And ultimately, nobody wants to give up big percentages of their company to VCs. big percentages of their company to VCs. big percentages of their company to VCs. I'd much rather bootstrap, get a one or I'd much rather bootstrap, get a one or I'd much rather bootstrap, get a one or two customers to validate, and then just two customers to validate, and then just two customers to validate, and then just raise enough to sort of scale, you know, raise enough to sort of scale, you know, raise enough to sort of scale, you know, so I think the savvy especially the so I think the savvy especially the so I think the savvy especially the second third time founders you know, second third time founders you know, second third time founders you know, they kind of know the deal. Right. Cuz they kind of know the deal. Right. Cuz they kind of know the deal. Right. Cuz you know what kids? Don't want to end up you know what kids? Don't want to end up you know what kids? Don't want to end up like Eduardo Saverin. like Eduardo Saverin. like Eduardo Saverin. Yeah, that was a bad one. Yeah, that was a bad one. Yeah, that was a bad one. >> That's a bad deal. That's a bad deal. >> That's a bad deal. That's a bad deal. >> That's a bad deal. That's a bad deal. Yeah. Watch the movie. Yeah. Yeah. Watch the movie. Yeah. Yeah. Watch the movie. Yeah. You guys don't even know what I'm You guys don't even know what I'm You guys don't even know what I'm talking about. Anyway, talking about. Anyway, talking about. Anyway, >> [laughter] >> [laughter] >> [laughter] >> No idea. You guys REALLY AREN'T IN TECH >> No idea. You guys REALLY AREN'T IN TECH >> No idea. You guys REALLY AREN'T IN TECH AT ALL. OKAY. AT ALL. OKAY. AT ALL. OKAY. WE DON'T know everything.

WE DON'T know everything. WE DON'T know everything. >> Okay. All right, but you know, I have a >> Okay. All right, but you know, I have a >> Okay. All right, but you know, I have a story for you. story for you. story for you. And it's related to you just solving a And it's related to you just solving a And it's related to you just solving a problem. All right, so way back when, problem. All right, so way back when, problem. All right, so way back when, I'm going to say 2003, I'm going to say 2003, I'm going to say 2003, ish, ish, ish, we had the Pocket PC and companies were we had the Pocket PC and companies were we had the Pocket PC and companies were starting to use the barcode scanner starting to use the barcode scanner starting to use the barcode scanner like Zebra, like Zebra, like Zebra, Intermec. Yeah. Remember those guys? Intermec. Yeah. Remember those guys? Intermec. Yeah. Remember those guys? Okay. With the sleeves behind the Pocket Okay. With the sleeves behind the Pocket Okay. With the sleeves behind the Pocket PC. PC. PC. >> And so there was a tiny handful of >> And so there was a tiny handful of >> And so there was a tiny handful of people who knew how to write code in the people who knew how to write code in the people who knew how to write code in the .NET Compact Framework, which was brand .NET Compact Framework, which was brand .NET Compact Framework, which was brand new. Yeah. Just as we moved past new. Yeah. Just as we moved past new. Yeah. Just as we moved past embedded Visual Basic. embedded Visual Basic. embedded Visual Basic. I was one of those people and I was in I was one of those people and I was in I was one of those people and I was in Houston there was a company called Houston there was a company called Houston there was a company called National Oilwell and they needed they National Oilwell and they needed they National Oilwell and they needed they heard about this mobile stuff and they heard about this mobile stuff and they heard about this mobile stuff and they needed something needed something needed something for like it was like a field depot for like it was like a field depot for like it was like a field depot almost like you know, when you're almost like you know, when you're almost like you know, when you're scanning bins and you're doing just like scanning bins and you're doing just like scanning bins and you're doing just like you do in a warehouse or whatever. So you do in a warehouse or whatever. So you do in a warehouse or whatever. So something kind of like that. All the something kind of like that. All the something kind of like that. All the products they have scan scan scan products they have scan scan scan products they have scan scan scan you know, and everything all that you know, and everything all that you know, and everything all that inventory management all that [ __ ] inventory management all that [ __ ] inventory management all that [ __ ] Okay. Okay. Okay. So um So um So um I go there and I'm building all this I go there and I'm building all this I go there and I'm building all this stuff and it was a lot of fun cuz it was stuff and it was a lot of fun cuz it was stuff and it was a lot of fun cuz it was early it's always fun when there's a new early it's always fun when there's a new early it's always fun when there's a new tech and you actually get a project and tech and you actually get a project and tech and you actually get a project and they're paying you. So it's exciting.

they're paying you. So it's exciting. they're paying you. So it's exciting. And then somewhere along the way And then somewhere along the way And then somewhere along the way Does everybody remember the words Does everybody remember the words Does everybody remember the words ActiveSync? Cuz we ActiveSync? Cuz we ActiveSync? Cuz we All right. All right. All right. So along the way there was this So along the way there was this So along the way there was this the reality that the only way we get the the reality that the only way we get the the reality that the only way we get the software onto these devices is you're software onto these devices is you're software onto these devices is you're plugging it into a cradle that's plugging it into a cradle that's plugging it into a cradle that's connected to a Windows XP PC back then connected to a Windows XP PC back then connected to a Windows XP PC back then running ActiveSync and and updating running ActiveSync and and updating running ActiveSync and and updating software and knowing about how well the software and knowing about how well the software and knowing about how well the device going. And I remember reading device going. And I remember reading device going. And I remember reading about device management. about device management. about device management. It was a new thing. It was a new thing. It was a new thing. And but there was no and it was there And but there was no and it was there And but there was no and it was there were no devices at all. Yeah. were no devices at all. Yeah. were no devices at all. Yeah. There was proprietary there was There was proprietary there was There was proprietary there was the BlackBerry people had one I forgot the BlackBerry people had one I forgot the BlackBerry people had one I forgot the name of it that was just for the name of it that was just for the name of it that was just for BlackBerrys. So it was like, "Okay, we BlackBerrys. So it was like, "Okay, we BlackBerrys. So it was like, "Okay, we need this thing." need this thing." need this thing." So myself and my friend Darren who was So myself and my friend Darren who was So myself and my friend Darren who was working we built a device management working we built a device management working we built a device management platform for Windows Mobile. platform for Windows Mobile. platform for Windows Mobile. And And And and to do over the air pushing cap and to do over the air pushing cap and to do over the air pushing cap files. Does anybody remember cap files? files. Does anybody remember cap files? files. Does anybody remember cap files? No? No? You were brew? Does anybody No? No? You were brew? Does anybody No? No? You were brew? Does anybody remember brew? Yeah, okay. Anyway, remember brew? Yeah, okay. Anyway, remember brew? Yeah, okay. Anyway, Does anybody remember J2ME? All right, Does anybody remember J2ME? All right, Does anybody remember J2ME? All right, anyway, cap files push them over the anyway, cap files push them over the anyway, cap files push them over the air, update the device and have it air, update the device and have it air, update the device and have it controlled by an administrator. No, all controlled by an administrator. No, all controlled by an administrator. No, all and then build them from push it out to and then build them from push it out to and then build them from push it out to fleets of devices.

fleets of devices. fleets of devices. There was the problem with the customer There was the problem with the customer There was the problem with the customer and so we built the thing and solved the and so we built the thing and solved the and so we built the thing and solved the problem, but also but didn't charge the problem, but also but didn't charge the problem, but also but didn't charge the customer for it so it could be our customer for it so it could be our customer for it so it could be our product. product. product. And then we didn't have to go raise VC And then we didn't have to go raise VC And then we didn't have to go raise VC money and we weren't speculating on money and we weren't speculating on money and we weren't speculating on whether we needed this. It was a real whether we needed this. It was a real whether we needed this. It was a real problem and we had an exit. Right. And problem and we had an exit. Right. And problem and we had an exit. Right. And so I'm not saying it always works out so I'm not saying it always works out so I'm not saying it always works out that way, but that was just an example that way, but that was just an example that way, but that was just an example it's like, "OH, LOOK AT THAT. WELL, IT it's like, "OH, LOOK AT THAT. WELL, IT it's like, "OH, LOOK AT THAT. WELL, IT WOULD be sure nice if we had this, you WOULD be sure nice if we had this, you WOULD be sure nice if we had this, you know." know." know." And then you just do it. Exactly. Yeah. This guy. Look at all these people This guy. Look at all these people they're like, "Yeah, that's really not they're like, "Yeah, that's really not they're like, "Yeah, that's really not THAT INTERESTING, ROB." THAT INTERESTING, ROB." THAT INTERESTING, ROB." >> [laughter] >> [laughter] >> [laughter] >> WE'RE JUST GOING TO WE'RE GOING TO EDIT >> WE'RE JUST GOING TO WE'RE GOING TO EDIT >> WE'RE JUST GOING TO WE'RE GOING TO EDIT that out. that out. that out. >> it's like >> it's like >> it's like That's [laughter] not interesting at That's [laughter] not interesting at That's [laughter] not interesting at all. How about YOUR $20 TRILLION all. How about YOUR $20 TRILLION all. How about YOUR $20 TRILLION BUSINESS INSTEAD? BUSINESS INSTEAD? BUSINESS INSTEAD? I know. >> [laughter] >> [laughter] >> Yeah. Yeah. But this is only the first >> Yeah. Yeah. But this is only the first >> Yeah. Yeah. But this is only the first day of the show. We got two more days to day of the show. We got two more days to day of the show. We got two more days to go. go. go. >> god. Crazy. First day, yeah. >> god. Crazy. First day, yeah. >> god. Crazy. First day, yeah. So much going on. Is the show packed? I So much going on. Is the show packed? I So much going on. Is the show packed? I don't know what the numbers are, but don't know what the numbers are, but don't know what the numbers are, but it feels bigger than last year. Really?

it feels bigger than last year. Really? it feels bigger than last year. Really? It does feel bigger. I don't know. West It does feel bigger. I don't know. West It does feel bigger. I don't know. West West Hall seemed Venetian Venetian was West Hall seemed Venetian Venetian was West Hall seemed Venetian Venetian was like shoulder to shoulder. It's crazy. I like shoulder to shoulder. It's crazy. I like shoulder to shoulder. It's crazy. I guess the only gauge to how packed it is guess the only gauge to how packed it is guess the only gauge to how packed it is is if you start getting sick when you're is if you start getting sick when you're is if you start getting sick when you're flying home. flying home. flying home. Well, yeah, unfortunately. Or totally Well, yeah, unfortunately. Or totally Well, yeah, unfortunately. Or totally sick the next week. The super spreader sick the next week. The super spreader sick the next week. The super spreader event. event. event. He's he's been traumatized. No, that He's he's been traumatized. No, that He's he's been traumatized. No, that this was our theory later night when we this was our theory later night when we this was our theory later night when we were here in 2020. were here in 2020. were here in 2020. Well, I was here in 2020 I was here. Well, I was here in 2020 I was here. Well, I was here in 2020 I was here. Everybody said the super the event was Everybody said the super the event was Everybody said the super the event was something else. I remember it was the something else. I remember it was the something else. I remember it was the first guy to fly to Seattle. It's like first guy to fly to Seattle. It's like first guy to fly to Seattle. It's like Mardi Gras or something. Yeah, and Mardi Gras or something. Yeah, and Mardi Gras or something. Yeah, and whatever and they said it was everything whatever and they said it was everything whatever and they said it was everything and we were like, "No, it was quietly and we were like, "No, it was quietly and we were like, "No, it was quietly secretly at CES." Nobody knew. A lot of secretly at CES." Nobody knew. A lot of secretly at CES." Nobody knew. A lot of people from Wuhan here. We're here. Like people from Wuhan here. We're here. Like people from Wuhan here. We're here. Like for real. For real. And nobody knew and for real. For real. And nobody knew and for real. For real. And nobody knew and it was spreading all over the place and it was spreading all over the place and it was spreading all over the place and people got sick and they didn't know people got sick and they didn't know people got sick and they didn't know what it was. what it was. what it was. Anyway, that's [clears throat] our Anyway, that's [clears throat] our Anyway, that's [clears throat] our theory. theory. theory. Yeah. And I think that the yeah, the Yeah. And I think that the yeah, the Yeah. And I think that the yeah, the timing the timing fits. I mean, I think timing the timing fits. I mean, I think timing the timing fits. I mean, I think it fits. Yeah. Well, you know, I didn't it fits. Yeah. Well, you know, I didn't it fits. Yeah. Well, you know, I didn't I didn't get sick. I mean, people all I didn't get sick. I mean, people all I didn't get sick. I mean, people all around got sick, but I didn't get I around got sick, but I didn't get I around got sick, but I didn't get I didn't go because my son was born. Aw.

didn't go because my son was born. Aw. didn't go because my son was born. Aw. So I couldn't go that year. Yeah, 2020. So I couldn't go that year. Yeah, 2020. So I couldn't go that year. Yeah, 2020. And and you know, I kind of didn't want And and you know, I kind of didn't want And and you know, I kind of didn't want to go because those guys up in the Bay to go because those guys up in the Bay to go because those guys up in the Bay Area that whole ship got quarantined, Area that whole ship got quarantined, Area that whole ship got quarantined, right? Right. And So things are right? Right. And So things are right? Right. And So things are happening in December November December happening in December November December happening in December November December period. It was just something for period. It was just something for period. It was just something for denial. Yeah. We were like And then it denial. Yeah. We were like And then it denial. Yeah. We were like And then it wasn't until MWC, right? wasn't until MWC, right? wasn't until MWC, right? >> Yeah. Shut it where Ericsson pulled out. >> Yeah. Shut it where Ericsson pulled out. >> Yeah. Shut it where Ericsson pulled out. Pulled out. And then it was a domino Pulled out. And then it was a domino Pulled out. And then it was a domino effect. effect. effect. Right. And then after that it's like Right. And then after that it's like Right. And then after that it's like >> Everybody pulled out. HUAWEI'S LIKE, >> Everybody pulled out. HUAWEI'S LIKE, >> Everybody pulled out. HUAWEI'S LIKE, "DON'T PULL OUT." >> [laughter] >> [laughter] >> HUAWEI HAS THE BIGGEST OH, YEAH. >> HUAWEI HAS THE BIGGEST OH, YEAH. >> HUAWEI HAS THE BIGGEST OH, YEAH. >> It's more than a booth. It's like a >> It's more than a booth. It's like a >> It's more than a booth. It's like a whole hall. Yeah, it's the hall is Oh, whole hall. Yeah, it's the hall is Oh, whole hall. Yeah, it's the hall is Oh, Ericsson kind of has a whole Ericsson Ericsson kind of has a whole Ericsson Ericsson kind of has a whole Ericsson has a big one, too. Kind of like when has a big one, too. Kind of like when has a big one, too. Kind of like when you go to Hannover Messe, Siemens like you go to Hannover Messe, Siemens like you go to Hannover Messe, Siemens like has an entire building, you know? Right, has an entire building, you know? Right, has an entire building, you know? Right, right. Yeah. It's crazy. Nokia used to right. Yeah. It's crazy. Nokia used to right. Yeah. It's crazy. Nokia used to have a big one. Now it's like have a big one. Now it's like have a big one. Now it's like it's just like a normal Well, it is it's just like a normal Well, it is it's just like a normal Well, it is still kind of big, but it's yeah, it's still kind of big, but it's yeah, it's still kind of big, but it's yeah, it's not like a whole section of a hall.

not like a whole section of a hall. not like a whole section of a hall. Along the way people forgot that Nokia Along the way people forgot that Nokia Along the way people forgot that Nokia was a like a network company kind of was a like a network company kind of was a like a network company kind of like an Ericsson company that they are like an Ericsson company that they are like an Ericsson company that they are cuz it became so famous for their phones cuz it became so famous for their phones cuz it became so famous for their phones that people forgot that they had that that people forgot that they had that that people forgot that they had that other business and so they thought when other business and so they thought when other business and so they thought when the phones went away that they were out the phones went away that they were out the phones went away that they were out of business and it's like, "Oh, no, no, of business and it's like, "Oh, no, no, of business and it's like, "Oh, no, no, we have we're in telecom Do you know how we have we're in telecom Do you know how we have we're in telecom Do you know how many American companies are PACKED IN many American companies are PACKED IN many American companies are PACKED IN THERE? THERE? THERE? >> [laughter] >> YEAH. YEAH, Lucent Alcatel, yeah, all >> YEAH. YEAH, Lucent Alcatel, yeah, all those companies. Yeah, there's a lot of those companies. Yeah, there's a lot of those companies. Yeah, there's a lot of a lot of network NEPs a lot of network NEPs a lot of network NEPs in that business. Wow. Yeah. So what's in that business. Wow. Yeah. So what's in that business. Wow. Yeah. So what's the moral of the story the moral of the story the moral of the story for today? Moral of the story? Summarize for today? Moral of the story? Summarize for today? Moral of the story? Summarize like, [laughter] "Hey AI, can you like, [laughter] "Hey AI, can you like, [laughter] "Hey AI, can you summarize? What's the name of the new AI summarize? What's the name of the new AI summarize? What's the name of the new AI from Lenovo?" AI is not the product. from Lenovo?" AI is not the product. from Lenovo?" AI is not the product. Oh. Oh. Oh. Oh. Even though I think Nvidia the way Oh. Even though I think Nvidia the way Oh. Even though I think Nvidia the way that that that So Jensen's whole thing is So Jensen's whole thing is So Jensen's whole thing is it's interesting. He says that now what it's interesting. He says that now what it's interesting. He says that now what we're going to be doing is we're going we're going to be doing is we're going we're going to be doing is we're going to be building apps on top of AI, not AI to be building apps on top of AI, not AI to be building apps on top of AI, not AI for apps or something weird like that.

for apps or something weird like that. for apps or something weird like that. Oh. Um Oh. Um Oh. Um That's what they call That's what they call That's what they call >> Which is it's like, "Well, chatbot is an >> Which is it's like, "Well, chatbot is an >> Which is it's like, "Well, chatbot is an app on top of app on top of app on top of Right. Right. And everything else we're Right. Right. And everything else we're Right. Right. And everything else we're doing is agent frameworks. So it's like, doing is agent frameworks. So it's like, doing is agent frameworks. So it's like, "Well, "Well, "Well, really, folks? An really, folks? An really, folks? An Really, folks? An agent is an app that Really, folks? An agent is an app that Really, folks? An agent is an app that you cannot see. you cannot see. you cannot see. Sure you can. Sure you can. Sure you can. Looks like Clippy. Looks like Clippy. Looks like Clippy. That's a different kind of agent. Well, That's a different kind of agent. Well, That's a different kind of agent. Well, I'm going to come up with a name for I'm going to come up with a name for I'm going to come up with a name for that. that. that. An agent is an app you cannot see. Well, An agent is an app you cannot see. Well, An agent is an app you cannot see. Well, when people talk about deploying when people talk about deploying when people talk about deploying billions of their invisible background billions of their invisible background billions of their invisible background processes running on servers. You don't processes running on servers. You don't processes running on servers. You don't see them. And they're taking out tasks. see them. And they're taking out tasks. see them. And they're taking out tasks. Yeah. Also, remember some really smart Yeah. Also, remember some really smart Yeah. Also, remember some really smart people said the death of SaaS. OH, I people said the death of SaaS. OH, I people said the death of SaaS. OH, I THINK THAT WAS SATYA NADELLA who said THINK THAT WAS SATYA NADELLA who said THINK THAT WAS SATYA NADELLA who said SaaS was dead. SaaS was dead. SaaS was dead. >> god. Where do you think all these AI >> god. Where do you think all these AI >> god. Where do you think all these AI companies are making most of their money companies are making most of their money companies are making most of their money from? from? from? >> Yes. Wait for it. >> Yes. Wait for it. >> Yes. Wait for it. OH, SAAS. OH, SAAS. OH, SAAS. >> [laughter] >> [laughter] >> [laughter] >> LIKE ALMOST ALL THEIR MONEY IS SAAS. >> LIKE ALMOST ALL THEIR MONEY IS SAAS. >> LIKE ALMOST ALL THEIR MONEY IS SAAS. What do you think that little thing that What do you think that little thing that What do you think that little thing that you're typing into and it gives you an you're typing into and it gives you an you're typing into and it gives you an answer? And you're paying a subscription answer? And you're paying a subscription answer? And you're paying a subscription for it. Yeah, it's SaaS, bros. So, don't for it. Yeah, it's SaaS, bros. So, don't for it. Yeah, it's SaaS, bros. So, don't listen to all those idiots. And then listen to all those idiots. And then listen to all those idiots. And then everyone else just, like we said everyone else just, like we said everyone else just, like we said earlier, they get on the train, they earlier, they get on the train, they earlier, they get on the train, they feel comfortable, and they go, "Oh, feel comfortable, and they go, "Oh, feel comfortable, and they go, "Oh, yeah." I was talking to Livia the other yeah." I was talking to Livia the other yeah." I was talking to Livia the other day. We were like, "SaaS is totally day. We were like, "SaaS is totally day. We were like, "SaaS is totally dead."

dead." dead." >> [laughter] >> [laughter] >> [laughter] >> It's no longer a trillion-dollar >> It's no longer a trillion-dollar >> It's no longer a trillion-dollar business. Not at all. No, it's like a business. Not at all. No, it's like a business. Not at all. No, it's like a it's like a thousand-dollar business. it's like a thousand-dollar business. it's like a thousand-dollar business. Yeah. Yeah. Yeah. Yeah, you you'll play it you'll play it Yeah, you you'll play it you'll play it Yeah, you you'll play it you'll play it tens of customers. You know what's tens of customers. You know what's tens of customers. You know what's amazing that we have like no alcohol and amazing that we have like no alcohol and amazing that we have like no alcohol and we're I know. And we're like this amped. we're I know. And we're like this amped. we're I know. And we're like this amped. Yeah. Yeah. [laughter] Proof that CES is Yeah. Yeah. [laughter] Proof that CES is Yeah. Yeah. [laughter] Proof that CES is that exciting. It's a long day, man. By that exciting. It's a long day, man. By that exciting. It's a long day, man. By the way, I love your hat. Oh, thank you. the way, I love your hat. Oh, thank you. the way, I love your hat. Oh, thank you. That is a cool cap. That is a cool cap. That is a cool cap. For strategic partners, it's available. For strategic partners, it's available. For strategic partners, it's available. Oh, Oh, Oh, you can buy that we can get that merch? you can buy that we can get that merch? you can buy that we can get that merch? You can get that merch. Really? You can get that merch. Really? You can get that merch. Really? Yeah. Not everyone gets it. Not everyone Yeah. Not everyone gets it. Not everyone Yeah. Not everyone gets it. Not everyone gets it. All right, you know, I was gets it. All right, you know, I was gets it. All right, you know, I was talking to the guys over at uh talking to the guys over at uh talking to the guys over at uh MIPS. They have they they're getting MIPS. They have they they're getting MIPS. They have they they're getting into MPUs. They have like a new new MPU. into MPUs. They have like a new new MPU. into MPUs. They have like a new new MPU. I forgot it's like the S something, you I forgot it's like the S something, you I forgot it's like the S something, you know. know. know. James is going to kill me for getting James is going to kill me for getting James is going to kill me for getting all this wrong, but No. They just told all this wrong, but No. They just told all this wrong, but No. They just told me today I didn't even get the press me today I didn't even get the press me today I didn't even get the press release. I have no freaking idea about release. I have no freaking idea about release. I have no freaking idea about this stuff, but I sat down with them to this stuff, but I sat down with them to this stuff, but I sat down with them to talk about their new uh RISC-V MPU. Oh, talk about their new uh RISC-V MPU. Oh, talk about their new uh RISC-V MPU. Oh, yeah. yeah. yeah. I'm excited about RISC-V. Yeah. Yeah. I'm excited about RISC-V. Yeah. Yeah. I'm excited about RISC-V. Yeah. Yeah. But we had a really interesting But we had a really interesting But we had a really interesting discussion about uh edge inference, but discussion about uh edge inference, but discussion about uh edge inference, but they have these cores that they're they have these cores that they're they have these cores that they're licensing out that can scale up to I licensing out that can scale up to I licensing out that can scale up to I don't know, like don't know, like don't know, like 400, whatever.

400, whatever. 400, whatever. Large amounts. So, much going on with Large amounts. So, much going on with Large amounts. So, much going on with RISC-V inside the AI world? RISC-V is RISC-V inside the AI world? RISC-V is RISC-V inside the AI world? RISC-V is huge. Uh I mean, there's we actually I huge. Uh I mean, there's we actually I huge. Uh I mean, there's we actually I found a new company today. Actually found a new company today. Actually found a new company today. Actually talking about progress. I mean, talking about progress. I mean, talking about progress. I mean, companies that I met at Embedded World companies that I met at Embedded World companies that I met at Embedded World in Nuremberg back in March. Yeah. And in Nuremberg back in March. Yeah. And in Nuremberg back in March. Yeah. And they were like, "Oh, we're going to they were like, "Oh, we're going to they were like, "Oh, we're going to design this chip, whatever." Now it's design this chip, whatever." Now it's design this chip, whatever." Now it's like the chip is taped out. It's like the chip is taped out. It's like the chip is taped out. It's production. They're actually production. They're actually production. They're actually demoing it here at CES. And it's a demoing it here at CES. And it's a demoing it here at CES. And it's a RISC-V accelerator, you know, stuff. Hey, hear me, man. Yeah, yeah. Well, you Hey, hear me, man. Yeah, yeah. Well, you know, you guys, you know, you if you can know, you guys, you know, you if you can know, you guys, you know, you if you can sponsor that's great, but get involved sponsor that's great, but get involved sponsor that's great, but get involved and then start talking. Feel for it. No, and then start talking. Feel for it. No, and then start talking. Feel for it. No, so many new companies doing stuff. Use so many new companies doing stuff. Use so many new companies doing stuff. Use Scotch TAPE OR MASKING TAPE? Or do they Scotch TAPE OR MASKING TAPE? Or do they Scotch TAPE OR MASKING TAPE? Or do they tape out? tape out? tape out? >> They tape out. That depends. I've always >> They tape out. That depends. I've always >> They tape out. That depends. I've always been curious about that. I think it's been curious about that. I think it's been curious about that. I think it's frog tape. Duct tape? No, duct tape. frog tape. Duct tape? No, duct tape. frog tape. Duct tape? No, duct tape. It's duct tape. Definitely [laughter] It's duct tape. Definitely [laughter] It's duct tape. Definitely [laughter] duct tape. You know, I hear these really duct tape. You know, I hear these really duct tape. You know, I hear these really smart people talking about taping out smart people talking about taping out smart people talking about taping out their semiconductors. I'm like, Man, their semiconductors. I'm like, Man, their semiconductors. I'm like, Man, what kind of tape? That's a lot of Yeah, what kind of tape? That's a lot of Yeah, what kind of tape? That's a lot of Yeah, it's a good question. it's a good question. it's a good question. >> [laughter] >> [laughter] >> [laughter] >> That's some small tape. Oh my god. You know, the lithography Oh my god. You know, the lithography machine to cut the little pieces of machine to cut the little pieces of machine to cut the little pieces of tape.

tape. tape. store skid on Saturday night live store skid on Saturday night live store skid on Saturday night live and they first they thought they were and they first they thought they were and they first they thought they were going to go in to buy cassette tapes, going to go in to buy cassette tapes, going to go in to buy cassette tapes, music, and it turned out to be like this music, and it turned out to be like this music, and it turned out to be like this SCOTCH TAPE. THE WHOLE STORE WAS SCOTCH SCOTCH TAPE. THE WHOLE STORE WAS SCOTCH SCOTCH TAPE. THE WHOLE STORE WAS SCOTCH TAPE. THEY WERE WEARING KILTS AND TAPE. THEY WERE WEARING KILTS AND TAPE. THEY WERE WEARING KILTS AND >> [laughter] >> [laughter] >> [laughter] >> REMEMBER THAT? WE are easily amused here >> REMEMBER THAT? WE are easily amused here >> REMEMBER THAT? WE are easily amused here in America. in America. in America. >> [laughter] >> [laughter] >> [laughter] >> You know, American humor versus British >> You know, American humor versus British >> You know, American humor versus British humor. Yeah. Exactly. That was Saturday humor. Yeah. Exactly. That was Saturday humor. Yeah. Exactly. That was Saturday night live was funny. Yeah, there you night live was funny. Yeah, there you night live was funny. Yeah, there you go. But yeah, you know, go. But yeah, you know, go. But yeah, you know, the whole MPU thing is really the whole MPU thing is really the whole MPU thing is really interesting. interesting. interesting. Because when you start to think about Because when you start to think about Because when you start to think about like um like um like um uh inference at the edge, uh inference at the edge, uh inference at the edge, uh uh uh a lot of these models have to be a lot of these models have to be a lot of these models have to be optimized, right? If they're going to be optimized, right? If they're going to be optimized, right? If they're going to be any good. Yeah. And usually those any good. Yeah. And usually those any good. Yeah. And usually those optimizations are happening below the optimizations are happening below the optimizations are happening below the software, right? Like software, right? Like software, right? Like So, you know, last year there's a lot of So, you know, last year there's a lot of So, you know, last year there's a lot of talk about kernel programming, kernel talk about kernel programming, kernel talk about kernel programming, kernel level optimizations. level optimizations. level optimizations. And that was like the MPU is actually And that was like the MPU is actually And that was like the MPU is actually really interesting. And I had a chat really interesting. And I had a chat really interesting. And I had a chat with Durga Malladi. Uh he's uh with Durga Malladi. Uh he's uh with Durga Malladi. Uh he's uh Actually yeah, I think he's the EV Oh, Actually yeah, I think he's the EV Oh, Actually yeah, I think he's the EV Oh, no, he's the EVP. Yes, congratulations.

no, he's the EVP. Yes, congratulations. no, he's the EVP. Yes, congratulations. >> Don't sell him short. Yeah, yeah. No, we >> Don't sell him short. Yeah, yeah. No, we >> Don't sell him short. Yeah, yeah. No, we had a chat about I can I'm don't tell had a chat about I can I'm don't tell had a chat about I can I'm don't tell him this, but I can him this, but I can him this, but I can hear only about 20% because hear only about 20% because hear only about 20% because the DJ was like playing the music way the DJ was like playing the music way the DJ was like playing the music way too freaking loud. too freaking loud. too freaking loud. They are too old. They are too old. They are too old. >> No, but I you know, like oh my god, like >> No, but I you know, like oh my god, like >> No, but I you know, like oh my god, like three, four years ago I had chats with three, four years ago I had chats with three, four years ago I had chats with him about um Hexagon. Yeah. him about um Hexagon. Yeah. him about um Hexagon. Yeah. >> so, yeah, you know, you have like >> so, yeah, you know, you have like >> so, yeah, you know, you have like different different different uh different um cores to uh different um cores to uh different um cores to support different operations. And that's support different operations. And that's support different operations. And that's probably what you're going to need. Uh probably what you're going to need. Uh probably what you're going to need. Uh especially as these model architectures especially as these model architectures especially as these model architectures change. Right. Uh they're going to change. Right. Uh they're going to change. Right. Uh they're going to depart. Optimal is going to depart from depart. Optimal is going to depart from depart. Optimal is going to depart from what you see in the large what you see in the large what you see in the large data centers. Like I don't I think the data centers. Like I don't I think the data centers. Like I don't I think the CUDA mode is going to disappear in the CUDA mode is going to disappear in the CUDA mode is going to disappear in the uh the edge. uh the edge. uh the edge. That's sacrilege. That's sacrilege. That's sacrilege. >> take of the night. That's sacrilege. >> take of the night. That's sacrilege. >> take of the night. That's sacrilege. >> CUDA is going to disappear. No, I didn't >> CUDA is going to disappear. No, I didn't >> CUDA is going to disappear. No, I didn't say did I? CUDA is not going to say did I? CUDA is not going to say did I? CUDA is not going to disappear, but Did you just say that? disappear, but Did you just say that? disappear, but Did you just say that? I said the most.

Say this. He said it. He said it. He Say this. He said it. He said it. He said it. We got it on tape. said it. We got it on tape. said it. We got it on tape. trillion-dollar business This is worse trillion-dollar business This is worse trillion-dollar business This is worse than AI, you know. than AI, you know. than AI, you know. He's misappropriating what I said. He's misappropriating what I said. He's misappropriating what I said. They're hallucinating. They're hallucinating. They're hallucinating. No, you know, I don't want to edit No, you know, I don't want to edit No, you know, I don't want to edit anything. We know that AI inference is anything. We know that AI inference is anything. We know that AI inference is going to happen at the edge. And we also going to happen at the edge. And we also going to happen at the edge. And we also know or realize that we need to we're know or realize that we need to we're know or realize that we need to we're bound by constraints of these devices. bound by constraints of these devices. bound by constraints of these devices. Energy consumption, memory size, Energy consumption, memory size, Energy consumption, memory size, compute. compute. compute. And so suddenly you're just like, "Ah, I And so suddenly you're just like, "Ah, I And so suddenly you're just like, "Ah, I can do anything." And then you suddenly can do anything." And then you suddenly can do anything." And then you suddenly Where is it going to run? Oh, here. Oh, Where is it going to run? Oh, here. Oh, Where is it going to run? Oh, here. Oh, we need to optimize that. It it needs to we need to optimize that. It it needs to we need to optimize that. It it needs to consume less. We need to be careful consume less. We need to be careful consume less. We need to be careful about the batteries. We need to be about the batteries. We need to be about the batteries. We need to be careful about eventually being able to careful about eventually being able to careful about eventually being able to run on solar or ambient light, whatever. run on solar or ambient light, whatever. run on solar or ambient light, whatever. Less power. Use less power. Yeah. Less power. Use less power. Yeah. Less power. Use less power. Yeah. Yeah. And You have you have like sort of this You have you have like sort of this general class of applications that are general class of applications that are general class of applications that are high value that can benefit from scale. high value that can benefit from scale. high value that can benefit from scale. It is what what happened with like It is what what happened with like It is what what happened with like crypto money is going to happen with a crypto money is going to happen with a crypto money is going to happen with a lot of stuff at the edge, right? These lot of stuff at the edge, right? These lot of stuff at the edge, right? These large-scale-out things, they'll just go large-scale-out things, they'll just go large-scale-out things, they'll just go to ASICs. And then you know, you could to ASICs. And then you know, you could to ASICs. And then you know, you could [ __ ] and moan all day about, "Oh, well, [ __ ] and moan all day about, "Oh, well, [ __ ] and moan all day about, "Oh, well, CUDA didn't do this and that." It's CUDA didn't do this and that." It's CUDA didn't do this and that." It's like, "Well, you know, you can model the like, "Well, you know, you can model the like, "Well, you know, you can model the stuff with stuff with stuff with with the CUDA stuff.

with the CUDA stuff. with the CUDA stuff. And then when you bring it down to the And then when you bring it down to the And then when you bring it down to the edge, edge, edge, optimize it. Well, yeah, you optimize it optimize it. Well, yeah, you optimize it optimize it. Well, yeah, you optimize it and deploy it as an ASIC. And accelerate and deploy it as an ASIC. And accelerate and deploy it as an ASIC. And accelerate it in a smart way with the right it in a smart way with the right it in a smart way with the right hardware. hardware. hardware. Yeah, people are innovating with their Yeah, people are innovating with their Yeah, people are innovating with their architectures right now and tuning their architectures right now and tuning their architectures right now and tuning their architectures to optimize for different architectures to optimize for different architectures to optimize for different model architectures. So, model architectures. So, model architectures. So, the hardware is like chasing the the hardware is like chasing the the hardware is like chasing the software and And it's getting easier, software and And it's getting easier, software and And it's getting easier, right? I mean, you know, it's not right? I mean, you know, it's not right? I mean, you know, it's not >> Tools are getting a lot better. Tool >> Tools are getting a lot better. Tool >> Tools are getting a lot better. Tool chains, compilers are getting smarter. chains, compilers are getting smarter. chains, compilers are getting smarter. >> Technology is not getting easier. It's >> Technology is not getting easier. It's >> Technology is not getting easier. It's It's yeah, the tooling, the SDKs, and so It's yeah, the tooling, the SDKs, and so It's yeah, the tooling, the SDKs, and so on make it easier for you to integrate. on make it easier for you to integrate. on make it easier for you to integrate. No, compiler tech is an amazing these No, compiler tech is an amazing these No, compiler tech is an amazing these days. days. days. It's like It's like yeah. Plus It's like It's like yeah. Plus It's like It's like yeah. Plus This is like the longest longest This is like the longest longest This is like the longest longest freaking episode ever, right? freaking episode ever, right? freaking episode ever, right? >> [laughter] >> [laughter] >> [laughter] >> I don't know. Rob is tired. I think >> I don't know. Rob is tired. I think >> I don't know. Rob is tired. I think we're going to have to uh put the old we're going to have to uh put the old we're going to have to uh put the old man to bed. man to bed. man to bed. >> [laughter] >> [laughter] >> [laughter] >> These are geniuses from another time. >> These are geniuses from another time. >> These are geniuses from another time. Like Anders Hejlsberg. It's way past his Like Anders Hejlsberg. It's way past his Like Anders Hejlsberg. It's way past his bedtime. Time to put Rob to bed. He's bedtime. Time to put Rob to bed. He's bedtime. Time to put Rob to bed. He's talking man, he's talking man, he's talking man, he's talking man, he's talking man, he's talking man, he's talking about Roslyn compilers for .NET.

talking about Roslyn compilers for .NET. talking about Roslyn compilers for .NET. It's going to be It's going to be It's going to be It's going to be It's going to be It's going to be interesting here. So, It will be an interesting here. So, It will be an interesting here. So, It will be an interesting year, yes. Good start. interesting year, yes. Good start. interesting year, yes. Good start. Yeah. Yeah. Are we Yeah. Yeah. Are we Yeah. Yeah. Are we Are we in the middle? Are we reaching Are we in the middle? Are we reaching Are we in the middle? Are we reaching the singularity? the singularity? the singularity? Is 2026 the year we reach singularity? Is 2026 the year we reach singularity? Is 2026 the year we reach singularity? Oh my god, no. On that note, that we're Oh my god, no. On that note, that we're Oh my god, no. On that note, that we're trying to close for tonight, right? trying to close for tonight, right? trying to close for tonight, right? [laughter] [laughter] [laughter] Now we're going to talk for another Now we're going to talk for another Now we're going to talk for another different episode. All right. different episode. All right. different episode. All right. Singularity. We're going to start Singularity. We're going to start Singularity. We're going to start throwing tacos at each other. throwing tacos at each other. throwing tacos at each other. I hear that's the first symptom of I hear that's the first symptom of I hear that's the first symptom of singularity. singularity. singularity. First sign. Yeah. Also, like when you First sign. Yeah. Also, like when you First sign. Yeah. Also, like when you deprecate CUDA Yeah, yeah, yeah. and you deprecate CUDA Yeah, yeah, yeah. and you deprecate CUDA Yeah, yeah, yeah. and you go to go to go to CUDA Libra. CUDA Libra? CUDA Libra. CUDA Libra? CUDA Libra. CUDA Libra? CUDA Libra what? Yes. It's a replacement CUDA Libra what? Yes. It's a replacement CUDA Libra what? Yes. It's a replacement for CUDA. for CUDA. for CUDA. Once you reach the singularity. Yeah. Once you reach the singularity. Yeah. Once you reach the singularity. Yeah. Is that like uh Taco Libre or Libre Is that like uh Taco Libre or Libre Is that like uh Taco Libre or Libre Nacho Libre? Yes. Anyway, yes. Now we Nacho Libre? Yes. Anyway, yes. Now we Nacho Libre? Yes. Anyway, yes. Now we So, what happens when we're at a taco So, what happens when we're at a taco So, what happens when we're at a taco stand in Las Vegas? stand in Las Vegas? stand in Las Vegas? >> There you go. At the old MGM Hotel. This >> There you go. At the old MGM Hotel. This >> There you go. At the old MGM Hotel. This is the old MGM Hotel. Lot of people are is the old MGM Hotel. Lot of people are is the old MGM Hotel. Lot of people are worried about the singularity, worried worried about the singularity, worried worried about the singularity, worried about losing their jobs, all that stuff.

about losing their jobs, all that stuff. about losing their jobs, all that stuff. And I worry about it, too, but I also And I worry about it, too, but I also And I worry about it, too, but I also realize that realize that realize that advances in things aren't distributed advances in things aren't distributed advances in things aren't distributed evenly. Things take longer to distribute evenly. Things take longer to distribute evenly. Things take longer to distribute into companies than you think it was. into companies than you think it was. into companies than you think it was. We listen to the top 0.001% of the We listen to the top 0.001% of the We listen to the top 0.001% of the thinkers in this stuff. And when you thinkers in this stuff. And when you thinkers in this stuff. And when you listen to them every day, it's like, listen to them every day, it's like, listen to them every day, it's like, "Oh, everybody has it everywhere." But "Oh, everybody has it everywhere." But "Oh, everybody has it everywhere." But they don't have it at this taco stand. they don't have it at this taco stand. they don't have it at this taco stand. And And they certainly don't have it at And And they certainly don't have it at And And they certainly don't have it at the pizza place. It was going to take an the pizza place. It was going to take an the pizza place. It was going to take an hour to make a pizza. [laughter] hour to make a pizza. [laughter] hour to make a pizza. [laughter] So, don't worry too much, folks. Worry a So, don't worry too much, folks. Worry a So, don't worry too much, folks. Worry a little. little. little. Remember one of my predictions from last Remember one of my predictions from last Remember one of my predictions from last week? week? week? That's not going to happen. That's not going to happen. That's not going to happen. The United States will implement, The United States will implement, The United States will implement, you know, universal basic income this you know, universal basic income this you know, universal basic income this year to help rescue all those people who year to help rescue all those people who year to help rescue all those people who lose their jobs to AI. lose their jobs to AI. lose their jobs to AI. That was my prediction that probably That was my prediction that probably That was my prediction that probably won't happen. Yes. Yeah. won't happen. Yes. Yeah. won't happen. Yes. Yeah. Easy bet. Those are the best [laughter] Easy bet. Those are the best [laughter] Easy bet. Those are the best [laughter] kind. Easy bet. kind. Easy bet. kind. Easy bet. All right. All right. All right. >> Who's got a better chance? Universal >> Who's got a better chance? Universal >> Who's got a better chance? Universal health care health care health care or or or universal basic income? Don't get me universal basic income? Don't get me universal basic income? Don't get me started. Okay. All right.

started. Okay. All right. started. Okay. All right. All right, [laughter] we probably should All right, [laughter] we probably should All right, [laughter] we probably should wrap it up. wrap it up. wrap it up. This is like turning into a Lex Fridman This is like turning into a Lex Fridman This is like turning into a Lex Fridman uh episode here. Lex Fridman. Lex uh episode here. Lex Fridman. Lex uh episode here. Lex Fridman. Lex Fridman. Fridman. Fridman. >> Yeah, we need to take a pee break, so >> Yeah, we need to take a pee break, so >> Yeah, we need to take a pee break, so Okay. Okay. Okay. >> [laughter] >> [laughter] >> [laughter] >> No, you know, the the brand I mean, they >> No, you know, the the brand I mean, they >> No, you know, the the brand I mean, they report for like eight hours. It's like report for like eight hours. It's like report for like eight hours. It's like ridiculous. Oh, Lex and Rogan and all ridiculous. Oh, Lex and Rogan and all ridiculous. Oh, Lex and Rogan and all those guys. There's no way you can't go those guys. There's no way you can't go those guys. There's no way you can't go to the bathroom in a you know, to the bathroom in a you know, to the bathroom in a you know, eight-hour taping. You got to take a eight-hour taping. You got to take a eight-hour taping. You got to take a break. break. break. Well, no, they can Yeah, they Well, we Well, no, they can Yeah, they Well, we Well, no, they can Yeah, they Well, we don't edit. That's why. don't edit. That's why. don't edit. That's why. What? You What? You What? You professionally produce everything? I and professionally produce everything? I and professionally produce everything? I and got my tacos, so anyone can go off and got my tacos, so anyone can go off and got my tacos, so anyone can go off and You see, he just like takes the You see, he just like takes the You see, he just like takes the recording and say publish. But I saw him recording and say publish. But I saw him recording and say publish. But I saw him and Just don't take the mic in with you. and Just don't take the mic in with you. and Just don't take the mic in with you. He had some stuff on his phone and He had some stuff on his phone and He had some stuff on his phone and looked like HE WAS DR. DRE OR SOMETHING. looked like HE WAS DR. DRE OR SOMETHING. looked like HE WAS DR. DRE OR SOMETHING. >> [laughter] >> [laughter] >> [laughter] >> OH MY GOD, I'M SHATTERED. ALL RIGHT. >> OH MY GOD, I'M SHATTERED. ALL RIGHT. >> OH MY GOD, I'M SHATTERED. ALL RIGHT. >> All right. >> All right. >> All right. >> So take us out, man. All right. Thank >> So take us out, man. All right. Thank >> So take us out, man. All right. Thank you so much for joining us here on day you so much for joining us here on day you so much for joining us here on day one of CES. It's been great. We learned one of CES. It's been great. We learned one of CES. It's been great. We learned a lot. We saw a lot of big-time a lot. We saw a lot of big-time a lot. We saw a lot of big-time executives talk about executives talk about executives talk about multi-trillion-dollar businesses Holy multi-trillion-dollar businesses Holy multi-trillion-dollar businesses Holy moly. moly. moly. >> really casually.

>> really casually. >> really casually. What? We're going to find you that, TOO. What? We're going to find you that, TOO. What? We're going to find you that, TOO. >> [laughter] >> [laughter] >> [laughter] >> WHAT? WHAT? EXACTLY. SO STAY TUNED. We >> WHAT? WHAT? EXACTLY. SO STAY TUNED. We >> WHAT? WHAT? EXACTLY. SO STAY TUNED. We may be back tomorrow, even the next day. may be back tomorrow, even the next day. may be back tomorrow, even the next day. Who knows? For more tacos. Who knows? For more tacos. Who knows? For more tacos. >> For another 3 hours of tacos. >> For another 3 hours of tacos. >> For another 3 hours of tacos. This will be like Lex Fridman This will be like Lex Fridman This will be like Lex Fridman deal. deal. deal. So anyway, join us So anyway, join us So anyway, join us and don't forget Subscribe. and don't forget Subscribe. and don't forget Subscribe. >> Subscribe. Ring that bell. Elevate >> Subscribe. Ring that bell. Elevate >> Subscribe. Ring that bell. Elevate communities. Cuz you know who's going to communities. Cuz you know who's going to communities. Cuz you know who's going to arrive here at CES tomorrow? Stephanie arrive here at CES tomorrow? Stephanie arrive here at CES tomorrow? Stephanie Atkinson. That's right. Atkinson. That's right. Atkinson. That's right. >> Oh, yeah. And she's going to be on the >> Oh, yeah. And she's going to be on the >> Oh, yeah. And she's going to be on the show. show. show. >> [music] >> [music] >> [music] >> So we'll be on the show. There might be >> So we'll be on the show. There might be >> So we'll be on the show. There might be a special show tomorrow night, for all I a special show tomorrow night, for all I a special show tomorrow night, for all I know. You never know. You never know. All right, everyone. Take care. Adios. All right, everyone. Take care. Adios. Bye.