IoT Coffee Talk: Episode 182 - Innovating at the Speed of Legacy!

I'm so sick of I'm so sick of it I redeemed it I redeemed it I redeemed myself you need to have your white flag myself you need to have your white flag myself you need to have your white flag man you need to I know climbing up man you need to I know climbing up man you need to I know climbing up scaffolding like that I'm sure that was scaffolding like that I'm sure that was scaffolding like that I'm sure that was a a a controversial song choice I don't know controversial song choice I don't know controversial song choice I don't know why I think that but no it's not it's a why I think that but no it's not it's a why I think that but no it's not it's a great song oh it is a great song but you great song oh it is a great song but you great song oh it is a great song but you know how you two always has been they know how you two always has been they know how you two always has been they always have a message it's usually one always have a message it's usually one always have a message it's usually one right nice yeah well you know I mean I right nice yeah well you know I mean I right nice yeah well you know I mean I know we probably a lot of us saw them at know we probably a lot of us saw them at know we probably a lot of us saw them at their beginning you know or I don't know their beginning you know or I don't know their beginning you know or I don't know I saw I guess first show I saw there was I saw I guess first show I saw there was I saw I guess first show I saw there was in their early 80s yeah if it was off a in their early 80s yeah if it was off a in their early 80s yeah if it was off a war tour or something like that um oh my war tour or something like that um oh my war tour or something like that um oh my so I was late to the party um that's so I was late to the party um that's so I was late to the party um that's actually pretty early how old are you actually pretty early how old are you actually pretty early how old are you like six years old I was only six or like six years old I was only six or like six years old I was only six or maybe three I don't know probably my maybe three I don't know probably my maybe three I don't know probably my dad's lap yeah right because we're all dad's lap yeah right because we're all dad's lap yeah right because we're all that young aren't we oh yeah yeah yeah I that young aren't we oh yeah yeah yeah I that young aren't we oh yeah yeah yeah I would highly encourage anybody to go would highly encourage anybody to go would highly encourage anybody to go watch David Letterman just recently did watch David Letterman just recently did watch David Letterman just recently did an interview with the edge and Bono in an interview with the edge and Bono in an interview with the edge and Bono in Dublin really it's great oh the Netflix Dublin really it's great oh the Netflix Dublin really it's great oh the Netflix Netflix show yeah I think it was on Netflix show yeah I think it was on Netflix show yeah I think it was on Netflix yeah takes you through the years Netflix yeah takes you through the years Netflix yeah takes you through the years and they kind of talked about what what and they kind of talked about what what and they kind of talked about what what bubblin was like in the 70s they talk bubblin was like in the 70s they talk bubblin was like in the 70s they talk about the troubles they talk about all about the troubles they talk about all about the troubles they talk about all the problems and yeah it kind of drove the problems and yeah it kind of drove the problems and yeah it kind of drove the because you're right they were the because you're right they were the because you're right they were different than all those other bands

different than all those other bands different than all those other bands they had a message was angst they were they had a message was angst they were they had a message was angst they were you know you know you know vocals I mean vocals I mean vocals I mean Bono I mean the reason why everyone Bono I mean the reason why everyone Bono I mean the reason why everyone loves Bono's vocals is because he he's loves Bono's vocals is because he he's loves Bono's vocals is because he he's just got that whole uh no pun intended just got that whole uh no pun intended just got that whole uh no pun intended Edge you know I mean he he's not a he's Edge you know I mean he he's not a he's Edge you know I mean he he's not a he's not a great singer he's an amazing not a great singer he's an amazing not a great singer he's an amazing vocalist right right yeah he isn't he's vocalist right right yeah he isn't he's vocalist right right yeah he isn't he's not trying to go for the high notes like not trying to go for the high notes like not trying to go for the high notes like he's more that lower he's more that lower he's more that lower range no no he can hit high notes he range no no he can hit high notes he range no no he can hit high notes he just there's this emotional Edge and he just there's this emotional Edge and he just there's this emotional Edge and he just goes off like yeah no's he's not on just goes off like yeah no's he's not on just goes off like yeah no's he's not on Center you know he's weaving but at Center you know he's weaving but at Center you know he's weaving but at first The Edge yeah of the edge what I first The Edge yeah of the edge what I first The Edge yeah of the edge what I didn't realize because I'm an didn't realize because I'm an didn't realize because I'm an idiot and he talks about it in this you idiot and he talks about it in this you idiot and he talks about it in this you know Bono and Edge are together because know Bono and Edge are together because know Bono and Edge are together because they did it while the other guy Larry they did it while the other guy Larry they did it while the other guy Larry Mullins and everybody was out doing Mullins and everybody was out doing Mullins and everybody was out doing something else and um B was like the something else and um B was like the something else and um B was like the edge could do the whole thing by himself edge could do the whole thing by himself edge could do the whole thing by himself it turns out he's the actual Powers the it turns out he's the actual Powers the it turns out he's the actual Powers the whole thing he's the genius behind all whole thing he's the genius behind all whole thing he's the genius behind all of it and it was just luck that their of it and it was just luck that their of it and it was just luck that their friends and the edge lets him sing the friends and the edge lets him sing the friends and the edge lets him sing the songs but it turns out the edge does songs but it turns out the edge does songs but it turns out the edge does everything creates almost everything it everything creates almost everything it everything creates almost everything it he is the power behind it uh and he he is the power behind it uh and he he is the power behind it uh and he obviously talked about you know obviously talked about you know obviously talked about you know obviously Bono is an activist in a lot obviously Bono is an activist in a lot obviously Bono is an activist in a lot of ways right and he knows that it

of ways right and he knows that it of ways right and he knows that it ruffled feathers with his bandmates ruffled feathers with his bandmates ruffled feathers with his bandmates sometimes you know cuz they were like sometimes you know cuz they were like sometimes you know cuz they were like can't we just be a rock band can't we just be a rock band can't we just be a rock band yeah why are you out trying to save the yeah why are you out trying to save the yeah why are you out trying to save the world Bono you know yeah yeah different world Bono you know yeah yeah different world Bono you know yeah yeah different causes fasinating yeah good stuff how causes fasinating yeah good stuff how causes fasinating yeah good stuff how goes it man how's it going pet you know goes it man how's it going pet you know goes it man how's it going pet you know Pete right oh yeah of course we worked Pete right oh yeah of course we worked Pete right oh yeah of course we worked at Microsoft good yeah it's like many at Microsoft good yeah it's like many at Microsoft good yeah it's like many years ago way back when you know Pete's years ago way back when you know Pete's years ago way back when you know Pete's a really good a really good a really good interview or interviewer right is there interview or interviewer right is there interview or interviewer right is there such a thing as an such a thing as an such a thing as an interview like is that like is that like interview like is that like is that like interview like is that like is that like a barista yeah barista yeah maybe um maybe yeah good to have you man maybe um maybe yeah good to have you man maybe um maybe yeah good to have you man yeah no thanks for thanks for sending me yeah no thanks for thanks for sending me yeah no thanks for thanks for sending me the invite actually Rob was on my the invite actually Rob was on my the invite actually Rob was on my original podcast many three years ago or original podcast many three years ago or original podcast many three years ago or so I think yeah something like that uh so I think yeah something like that uh so I think yeah something like that uh so yeah thanks for thanks for doing so yeah thanks for thanks for doing so yeah thanks for thanks for doing that yeah now it's interesting times that yeah now it's interesting times that yeah now it's interesting times interesting times I was actually interesting times I was actually interesting times I was actually mentioning to Leonard you talking about mentioning to Leonard you talking about mentioning to Leonard you talking about you too and seeing the show at the at you too and seeing the show at the at you too and seeing the show at the at the sphere in Vegas which I haven't done the sphere in Vegas which I haven't done the sphere in Vegas which I haven't done yet it's on my list it's on my list I yet it's on my list it's on my list I yet it's on my list it's on my list I mean definitely only heard amazing mean definitely only heard amazing mean definitely only heard amazing things but uh you know save my pennies things but uh you know save my pennies things but uh you know save my pennies and go down there and check it out yeah and go down there and check it out yeah and go down there and check it out yeah yeah I heard it's pretty pricey ticket yeah I heard it's pretty pricey ticket yeah I heard it's pretty pricey ticket yeah hot yeah hot yeah hot ticket like 2,000 ticket like 2,000 ticket like 2,000 bucks something like that something

bucks something like that something bucks something like that something crazy I think the good news is there crazy I think the good news is there crazy I think the good news is there isn't probably isn't a bad seat so isn't probably isn't a bad seat so isn't probably isn't a bad seat so yeah probably yeah that's true but uh yeah probably yeah that's true but uh yeah probably yeah that's true but uh that's a good point yeah no but you're that's a good point yeah no but you're that's a good point yeah no but you're right you're right we've seen so many right you're right we've seen so many right you're right we've seen so many certainly seen so many friends posting certainly seen so many friends posting certainly seen so many friends posting stuff on Facebook and stuff and videos stuff on Facebook and stuff and videos stuff on Facebook and stuff and videos inside the sphere and it just looks inside the sphere and it just looks inside the sphere and it just looks incredible what a what a venue that's incredible what a what a venue that's incredible what a what a venue that's pretty remarkable for sure it's been fun pretty remarkable for sure it's been fun pretty remarkable for sure it's been fun because you know we all a lot of us go because you know we all a lot of us go because you know we all a lot of us go to Vegas a lot for all these D to Vegas a lot for all these D to Vegas a lot for all these D conferences and we kind of saw it under conferences and we kind of saw it under conferences and we kind of saw it under construction over the last few years construction over the last few years construction over the last few years yeah pretty impressive pretty impr Mark yeah pretty impressive pretty impr Mark yeah pretty impressive pretty impr Mark really really really impressive hey yeah so hey um iot Coffee impressive hey yeah so hey um iot Coffee impressive hey yeah so hey um iot Coffee Talk listeners and viewers Talk listeners and viewers Talk listeners and viewers welcome at some point we have to say welcome at some point we have to say welcome at some point we have to say that uh we uh appreciate you jumping on that uh we uh appreciate you jumping on that uh we uh appreciate you jumping on and listening to us talk about you too and listening to us talk about you too and listening to us talk about you too for like 10 minutes but uh uh we for like 10 minutes but uh uh we for like 10 minutes but uh uh we appreciate your viewership of course and appreciate your viewership of course and appreciate your viewership of course and we hope that you will hang on until the we hope that you will hang on until the we hope that you will hang on until the end because the Nuggets usually come end because the Nuggets usually come end because the Nuggets usually come in the middle toward the end right uh in the middle toward the end right uh in the middle toward the end right uh we're just warming up right now and um we're just warming up right now and um we're just warming up right now and um before we kick things off I want to before we kick things off I want to before we kick things off I want to thank the folks at EMQ Technologies for thank the folks at EMQ Technologies for thank the folks at EMQ Technologies for donating making a generous donation to donating making a generous donation to donating making a generous donation to elevate our kids uh we have a donation elevate our kids uh we have a donation elevate our kids uh we have a donation drive going on right now okay and uh we drive going on right now okay and uh we drive going on right now okay and uh we have a goal of raising have a goal of raising have a goal of raising $25,000 to help kids in um you know

$25,000 to help kids in um you know $25,000 to help kids in um you know underserved underserved underserved unserved uh communities to bridge the unserved uh communities to bridge the unserved uh communities to bridge the digital Equity divide okay so we want to digital Equity divide okay so we want to digital Equity divide okay so we want to be inclusive it's not just a digital be inclusive it's not just a digital be inclusive it's not just a digital divide anymore no it's there's an equity divide anymore no it's there's an equity divide anymore no it's there's an equity divide I live in the digital divide okay divide I live in the digital divide okay divide I live in the digital divide okay I get I get I get SOS on your phone here on my phone okay SOS on your phone here on my phone okay SOS on your phone here on my phone okay so technically I'm in the freaking so technically I'm in the freaking so technically I'm in the freaking digital divide okay but I there is no digital divide okay but I there is no digital divide okay but I there is no equity divide in our house uh so we have equity divide in our house uh so we have equity divide in our house uh so we have to make a we have to make a distinction to make a we have to make a distinction to make a we have to make a distinction here every when Stephanie told us the here every when Stephanie told us the here every when Stephanie told us the term underresourced term underresourced term underresourced okay as opposed underserved un whatever okay as opposed underserved un whatever okay as opposed underserved un whatever and I was like oh that's a new one yeah and I was like oh that's a new one yeah and I was like oh that's a new one yeah um but yeah that's kind of the whole um but yeah that's kind of the whole um but yeah that's kind of the whole mission behind iot coffee talks behind mission behind iot coffee talks behind mission behind iot coffee talks behind the scenes that's what keeps the scenes that's what keeps the scenes that's what keeps everything because we started this everything because we started this everything because we started this during coid when we were all during coid when we were all during coid when we were all disconnected and then I have a wife disconnected and then I have a wife disconnected and then I have a wife who's a school teacher and we noticed who's a school teacher and we noticed who's a school teacher and we noticed all the kids had to go home and go to all the kids had to go home and go to all the kids had to go home and go to school from home and then we discovered school from home and then we discovered school from home and then we discovered lots of these kids if you depending on lots of these kids if you depending on lots of these kids if you depending on the school district some school the school district some school the school district some school districts are more affluent than others districts are more affluent than others districts are more affluent than others around the country and around the world around the country and around the world around the country and around the world and so some didn't have laptops for the and so some didn't have laptops for the and so some didn't have laptops for the kids at home and then we discovered so kids at home and then we discovered so kids at home and then we discovered so lots of families didn't even have lots of families didn't even have lots of families didn't even have internet access at home and so that kind internet access at home and so that kind internet access at home and so that kind of drove our our you know our nonprofit of drove our our you know our nonprofit of drove our our you know our nonprofit this Elevate our kids to raise money get this Elevate our kids to raise money get this Elevate our kids to raise money get get laptops there Windows PCS

get laptops there Windows PCS get laptops there Windows PCS Chromebooks whatever to these kids get Chromebooks whatever to these kids get Chromebooks whatever to these kids get them those little hockey puck whatever them those little hockey puck whatever them those little hockey puck whatever thing you know my you know get lots of get families my you know get lots of get families because um because you know what that because um because you know what that because um because you know what that digital Vibe starts at digital Vibe starts at digital Vibe starts at childhood know and then and then it's childhood know and then and then it's childhood know and then and then it's hard to recover if you don't get it hard to recover if you don't get it hard to recover if you don't get it early right you know absolutely learning early right you know absolutely learning early right you know absolutely learning absolutely and you need something to absolutely and you need something to absolutely and you need something to connect to it's not just just about connect to it's not just just about connect to it's not just just about connectivity you can have connectivity connectivity you can have connectivity connectivity you can have connectivity but if you have nothing to connect to it but if you have nothing to connect to it but if you have nothing to connect to it to access all the cool stuff that kids to access all the cool stuff that kids to access all the cool stuff that kids can uh use to you know learn all that can uh use to you know learn all that can uh use to you know learn all that other stuff yeah study AIDS and all that other stuff yeah study AIDS and all that other stuff yeah study AIDS and all that kind of stuff like that yeah like Con kind of stuff like that yeah like Con kind of stuff like that yeah like Con Academy yeah so again if you're not into Academy yeah so again if you're not into Academy yeah so again if you're not into charity but you're into fashion you can charity but you're into fashion you can charity but you're into fashion you can go there on the website which is www. go there on the website which is www. go there on the website which is www. elevator kid elevator kid elevator kid kids.org and then buy this beautiful are kids.org and then buy this beautiful are kids.org and then buy this beautiful are you pitching merch oh you pitching merch oh you pitching merch oh yeah you know it's cool Leonard and I we yeah you know it's cool Leonard and I we yeah you know it's cool Leonard and I we several years we've gone to this several years we've gone to this several years we've gone to this conference called Mountain connect and conference called Mountain connect and conference called Mountain connect and they do it in Colorado used to be up in they do it in Colorado used to be up in they do it in Colorado used to be up in the literally in the mountains it was in the literally in the mountains it was in the literally in the mountains it was in Denver this last time and um you know Denver this last time and um you know Denver this last time and um you know and that a lot of the discussion had and that a lot of the discussion had and that a lot of the discussion had been around you know you probably heard been around you know you probably heard been around you know you probably heard at least in the US um this big proposal at least in the US um this big proposal at least in the US um this big proposal the acronym is bead b a d but it's to

the acronym is bead b a d but it's to the acronym is bead b a d but it's to get ultimately get Broadband to get ultimately get Broadband to get ultimately get Broadband to everybody in the country in the same way everybody in the country in the same way everybody in the country in the same way that we did rural electrification that we did rural electrification that we did rural electrification decades ago um as part of bridging that decades ago um as part of bridging that decades ago um as part of bridging that digital divide and it was so interesting digital divide and it was so interesting digital divide and it was so interesting being at that conference to find out how being at that conference to find out how being at that conference to find out how hard this task is going to be um didn't hard this task is going to be um didn't hard this task is going to be um didn't think I'd hear terms like box Kenyon in think I'd hear terms like box Kenyon in think I'd hear terms like box Kenyon in Colorado or it's I to get connectivity Colorado or it's I to get connectivity Colorado or it's I to get connectivity to those people uh but we also learn to those people uh but we also learn to those people uh but we also learn when you talk about like resource you when you talk about like resource you when you talk about like resource you might be in an urban area surrounded by might be in an urban area surrounded by might be in an urban area surrounded by fiber but it's so expensive that you fiber but it's so expensive that you fiber but it's so expensive that you still can't Avail yourself of it and so still can't Avail yourself of it and so still can't Avail yourself of it and so we learned about all these programs uh we learned about all these programs uh we learned about all these programs uh to make it lower cost for families to to make it lower cost for families to to make it lower cost for families to get Broadband wherever they live so it's get Broadband wherever they live so it's get Broadband wherever they live so it's pretty interesting stuff yeah so Mr Edge pretty interesting stuff yeah so Mr Edge pretty interesting stuff yeah so Mr Edge celier what is going on dude yeah yeah celier what is going on dude yeah yeah celier what is going on dude yeah yeah long time listener first time caller you long time listener first time caller you long time listener first time caller you know so know so know so uh it's good to be here taking in uh it's good to be here taking in uh it's good to be here taking in nonsense that's good that's right that's nonsense that's good that's right that's nonsense that's good that's right that's right yeah I've been been soaking in it right yeah I've been been soaking in it right yeah I've been been soaking in it for a while now but uh yeah know it's for a while now but uh yeah know it's for a while now but uh yeah know it's good actually I saw Leonard in person in good actually I saw Leonard in person in good actually I saw Leonard in person in Vegas for the first time that was nice Vegas for the first time that was nice Vegas for the first time that was nice that was awesome appreciated that got that was awesome appreciated that got that was awesome appreciated that got out behind the keyboard here and uh and out behind the keyboard here and uh and out behind the keyboard here and uh and did that and uh yeah now there's just a did that and uh yeah now there's just a did that and uh yeah now there's just a lot going on I was telling Leonard was lot going on I was telling Leonard was lot going on I was telling Leonard was talking to some folks last night from talking to some folks last night from talking to some folks last night from Renaissance and Qualcomm about tiny Edge Renaissance and Qualcomm about tiny Edge Renaissance and Qualcomm about tiny Edge tiny tiny tiny ml all the stuff going on I mean as you ml all the stuff going on I mean as you ml all the stuff going on I mean as you guys all know every day is filled with guys all know every day is filled with guys all know every day is filled with everything from Cloud to Edge and everything from Cloud to Edge and everything from Cloud to Edge and everything in between so it's uh it's a

everything in between so it's uh it's a everything in between so it's uh it's a tough to keep up C keep up with it is tough to keep up C keep up with it is tough to keep up C keep up with it is it's really hard to keep up and and um it's really hard to keep up and and um it's really hard to keep up and and um it's hard to understand how everything it's hard to understand how everything it's hard to understand how everything is interl that's the other challenge you is interl that's the other challenge you is interl that's the other challenge you know know know um so I I couldn't agree with you more um so I I couldn't agree with you more um so I I couldn't agree with you more yeah I feel like our friends like Zach yeah I feel like our friends like Zach yeah I feel like our friends like Zach Shelby and Company were early on the Shelby and Company were early on the Shelby and Company were early on the tiny ml thing with Edge impulse they tiny ml thing with Edge impulse they tiny ml thing with Edge impulse they were jumping on that a few years ago were jumping on that a few years ago were jumping on that a few years ago yeah they're still at it they're doing yeah they're still at it they're doing yeah they're still at it they're doing great stuff uh they're kind of like great stuff uh they're kind of like great stuff uh they're kind of like modular AI they're trying to kind of modular AI they're trying to kind of modular AI they're trying to kind of solve that whole heterogen problem it's solve that whole heterogen problem it's solve that whole heterogen problem it's and it's only going to get more and it's only going to get more and it's only going to get more complicated over time so I feel like complicated over time so I feel like complicated over time so I feel like they're in a good spot to do it and they're in a good spot to do it and they're in a good spot to do it and they've they've done a good job they they've they've done a good job they they've they've done a good job they they got into it really early and so I I they got into it really early and so I I they got into it really early and so I I applaud their their tenacity but uh See applaud their their tenacity but uh See applaud their their tenacity but uh See the s of the art so it's amazing how the s of the art so it's amazing how the s of the art so it's amazing how good steal their product they going good steal their product they going good steal their product they going towards the towards the towards the dire say dire say dire say what your con sounds really you sound what your con sounds really you sound what your con sounds really you sound like you're in like you're in like you're in Europe oh Europe oh Europe oh oh oh um yeah but obviously another big oh oh um yeah but obviously another big oh oh um yeah but obviously another big player at Ed and Paul our good friend player at Ed and Paul our good friend player at Ed and Paul our good friend Adam Adam benian here in Seattle you Adam Adam benian here in Seattle you Adam Adam benian here in Seattle you know and he's part of our our well we've know and he's part of our our well we've know and he's part of our our well we've had those Wasington state iot Council had those Wasington state iot Council had those Wasington state iot Council now now now forever um we recently changed the name forever um we recently changed the name forever um we recently changed the name to to to Council on connected intelligence um Council on connected intelligence um Council on connected intelligence um anyway but it's been good having him and

anyway but it's been good having him and anyway but it's been good having him and other folks part of that here in the other folks part of that here in the other folks part of that here in the Seattle area for those meetings yeah Seattle area for those meetings yeah Seattle area for those meetings yeah yeah good stuff there's there's a lot of yeah good stuff there's there's a lot of yeah good stuff there's there's a lot of folks trying to glue this stuff together folks trying to glue this stuff together folks trying to glue this stuff together like you said it only works when it like you said it only works when it like you said it only works when it works together and uh that's usually as works together and uh that's usually as works together and uh that's usually as you know that's where the stuff sort of you know that's where the stuff sort of you know that's where the stuff sort of falls down is uh is that cool all these falls down is uh is that cool all these falls down is uh is that cool all these pieces of Cool Tech that you have in pieces of Cool Tech that you have in pieces of Cool Tech that you have in your garbage bag that don't quite uh your garbage bag that don't quite uh your garbage bag that don't quite uh work end to end so it's pulse yeah work end to end so it's pulse yeah work end to end so it's pulse yeah they're in a good spot I think um and they're in a good spot I think um and they're in a good spot I think um and hopefully they can they can make a good hopefully they can they can make a good hopefully they can they can make a good business out of it but yeah yeah yeah business out of it but yeah yeah yeah business out of it but yeah yeah yeah absolutely absolutely yeah so so P absolutely absolutely yeah so so P absolutely absolutely yeah so so P you've beening a lot of interviewing a you've beening a lot of interviewing a you've beening a lot of interviewing a lot of folks in and around the edge yeah lot of folks in and around the edge yeah lot of folks in and around the edge yeah I've been talking to a lot of the kind I've been talking to a lot of the kind I've been talking to a lot of the kind of on device AI Aji things I did an of on device AI Aji things I did an of on device AI Aji things I did an in-depth thing with uh Qualcomm Jeff in-depth thing with uh Qualcomm Jeff in-depth thing with uh Qualcomm Jeff torrance's group recently and uh kind of torrance's group recently and uh kind of torrance's group recently and uh kind of digging into this uh what is on device digging into this uh what is on device digging into this uh what is on device AI I mean there's Edge AI which we know AI I mean there's Edge AI which we know AI I mean there's Edge AI which we know about right which is like you know about right which is like you know about right which is like you know Vision Ai and anomaly detection whatever Vision Ai and anomaly detection whatever Vision Ai and anomaly detection whatever and then there's this you know oh it's a and then there's this you know oh it's a and then there's this you know oh it's a kind of generative AI on device like kind of generative AI on device like kind of generative AI on device like what is that whole thing is that just what is that whole thing is that just what is that whole thing is that just like a series of hashtags or is that like a series of hashtags or is that like a series of hashtags or is that like an actual thing and I don't know like an actual thing and I don't know like an actual thing and I don't know yet I don't know yet I know aipc I mean yet I don't know yet I know aipc I mean yet I don't know yet I know aipc I mean I can I talked to my friends at I can I talked to my friends at I can I talked to my friends at Microsoft I think they're still trying Microsoft I think they're still trying Microsoft I think they're still trying to figure aipc recently didn't wec I I that question I got a a pretty wec I I that question I got a a pretty uh you know uncompelling answer to it uh you know uncompelling answer to it uh you know uncompelling answer to it marketer's gone wild yeah marketer's

marketer's gone wild yeah marketer's marketer's gone wild yeah marketer's gone wild yeah I mean usually it amounts gone wild yeah I mean usually it amounts gone wild yeah I mean usually it amounts to just running large language models on to just running large language models on to just running large language models on a PC for whatever benefit I guess you a PC for whatever benefit I guess you a PC for whatever benefit I guess you might be able to imagine airplane mode might be able to imagine airplane mode might be able to imagine airplane mode it's all about airplane mode airplane it's all about airplane mode airplane it's all about airplane mode airplane mode there you go so so both of you guys mode there you go so so both of you guys mode there you go so so both of you guys you were you saw I mean obviously the you were you saw I mean obviously the you were you saw I mean obviously the biggest talk I'd say in the last week or biggest talk I'd say in the last week or biggest talk I'd say in the last week or so aside from the bomb that just got so aside from the bomb that just got so aside from the bomb that just got dropped on us from open AI yesterday or dropped on us from open AI yesterday or dropped on us from open AI yesterday or whatever day before was uh obviously all whatever day before was uh obviously all whatever day before was uh obviously all those Qualcomm announcements of their those Qualcomm announcements of their those Qualcomm announcements of their new processors that are insanely awesome new processors that are insanely awesome new processors that are insanely awesome and uh and to compete with Intel and and uh and to compete with Intel and and uh and to compete with Intel and compete with apple silicon and of course compete with apple silicon and of course compete with apple silicon and of course we just launched some new Apple M3 we just launched some new Apple M3 we just launched some new Apple M3 devices um what do you guys you guys devices um what do you guys you guys devices um what do you guys you guys were more plugged into this than I was were more plugged into this than I was were more plugged into this than I was what do you guys what's your take on all what do you guys what's your take on all what do you guys what's your take on all that um it's getting that um it's getting that um it's getting exciting you guys were aess come on talk exciting you guys were aess come on talk exciting you guys were aess come on talk to me no you know um I think um to me no you know um I think um to me no you know um I think um definitely Orion getting Orion out there definitely Orion getting Orion out there definitely Orion getting Orion out there which is the CPU cores is a big deal um which is the CPU cores is a big deal um which is the CPU cores is a big deal um I'm looking forward to Qualcomm getting I'm looking forward to Qualcomm getting I'm looking forward to Qualcomm getting those into the Gen 8 series um those into the Gen 8 series um those into the Gen 8 series um processors processors processors for um smartphones the premium for um smartphones the premium for um smartphones the premium smartphones because you know uh smartphones because you know uh smartphones because you know uh mediatech just announced demens yeah um mediatech just announced demens yeah um mediatech just announced demens yeah um 9 the 9300 and that thing is it's 9 the 9300 and that thing is it's 9 the 9300 and that thing is it's basically I don't know I mean some of basically I don't know I mean some of basically I don't know I mean some of the the the benchmarks um tell a verying story and

benchmarks um tell a verying story and benchmarks um tell a verying story and so I read that it only has the big cores so I read that it only has the big cores so I read that it only has the big cores and not the little cores and so it's so and not the little cores and so it's so and not the little cores and so it's so the battery life might be an hour but the battery life might be an hour but the battery life might be an hour but it'll be really fast well it depends um it'll be really fast well it depends um it'll be really fast well it depends um uh well so here's the thing I I had a uh well so here's the thing I I had a uh well so here's the thing I I had a chance to talk to Gerard Williams who is chance to talk to Gerard Williams who is chance to talk to Gerard Williams who is the founder of nuvia which was acquired the founder of nuvia which was acquired the founder of nuvia which was acquired called C in 200 oh yeah and one of the called C in 200 oh yeah and one of the called C in 200 oh yeah and one of the things he told us and it was like a things he told us and it was like a things he told us and it was like a casual conversation out in like the casual conversation out in like the casual conversation out in like the atrium of one of the Halls that we're in atrium of one of the Halls that we're in atrium of one of the Halls that we're in he told us yeah because they went with he told us yeah because they went with he told us yeah because they went with the all performance Core Design right the all performance Core Design right the all performance Core Design right there they don't have any ecores at all there they don't have any ecores at all there they don't have any ecores at all and he told us well the thing is is the and he told us well the thing is is the and he told us well the thing is is the way we've Dei designed the performance way we've Dei designed the performance way we've Dei designed the performance core had efficiency power efficiency in core had efficiency power efficiency in core had efficiency power efficiency in mind and so the way that the cores are mind and so the way that the cores are mind and so the way that the cores are designed is with what I dub High uh designed is with what I dub High uh designed is with what I dub High uh dynamic range right uh so these are high dynamic range right uh so these are high dynamic range right uh so these are high dynamic range dynamic range dynamic range performance like HDR you know it's like performance like HDR you know it's like performance like HDR you know it's like H HDR yeah but they have a very very um H HDR yeah but they have a very very um H HDR yeah but they have a very very um wide range where there isn't there isn't wide range where there isn't there isn't wide range where there isn't there isn't this floor that it'll just drop off of this floor that it'll just drop off of this floor that it'll just drop off of when it gets down to a certain uh you when it gets down to a certain uh you when it gets down to a certain uh you know power level right um and know power level right um and know power level right um and or a performance or clock speed or what or a performance or clock speed or what or a performance or clock speed or what have you the thing is is um uh yeah have you the thing is is um uh yeah have you the thing is is um uh yeah people are starting to move in that people are starting to move in that people are starting to move in that direction so we might see ecores go away

direction so we might see ecores go away direction so we might see ecores go away um as the cores become a little bit more um as the cores become a little bit more um as the cores become a little bit more dynamic in their their power Envelope as dynamic in their their power Envelope as dynamic in their their power Envelope as well more more fine grained and their well more more fine grained and their well more more fine grained and their yeah control yeah so they're a little yeah control yeah so they're a little yeah control yeah so they're a little bit more multi-purpose and versatile bit more multi-purpose and versatile bit more multi-purpose and versatile right and so um so we'll see what right and so um so we'll see what right and so um so we'll see what happens with the architectures but that happens with the architectures but that happens with the architectures but that was like one of the things that was like one of the things that was like one of the things that really popped and a lot of the analysts really popped and a lot of the analysts really popped and a lot of the analysts especially the technical ones who focus especially the technical ones who focus especially the technical ones who focus on chips all the time uh especially the on chips all the time uh especially the on chips all the time uh especially the technical technical technical yeah especially the ones that don't just yeah especially the ones that don't just yeah especially the ones that don't just like gate what the company tells them like gate what the company tells them like gate what the company tells them yeah but you know so like guys like Ian yeah but you know so like guys like Ian yeah but you know so like guys like Ian cutus right I don't know cutus right I don't know cutus right I don't know he's yeah he's a friend of mine I an he's yeah he's a friend of mine I an he's yeah he's a friend of mine I an interview with him he thought it was interview with him he thought it was interview with him he thought it was unusual and in fact I think he and I unusual and in fact I think he and I unusual and in fact I think he and I were in the no no no I was with um Mario were in the no no no I was with um Mario were in the no no no I was with um Mario Morales who's the the chief uh analyst Morales who's the the chief uh analyst Morales who's the the chief uh analyst for semiconductors at IDC at the time for semiconductors at IDC at the time for semiconductors at IDC at the time we're having this chat but that's really we're having this chat but that's really we're having this chat but that's really cool but the thing is is if you listen cool but the thing is is if you listen cool but the thing is is if you listen to the um this Qualcomm call right to the um this Qualcomm call right to the um this Qualcomm call right earnings call I mean we might not see a earnings call I mean we might not see a earnings call I mean we might not see a PC with a um series X or X Series U PC with a um series X or X Series U PC with a um series X or X Series U processor or in particular the X Elite processor or in particular the X Elite processor or in particular the X Elite processor um which is that new AI PC processor um which is that new AI PC processor um which is that new AI PC processor that announced until

processor that announced until processor that announced until 2025 so um wow that feels like a huge 2025 so um wow that feels like a huge 2025 so um wow that feels like a huge miss a Miss yeah I mean you know they miss a Miss yeah I mean you know they miss a Miss yeah I mean you know they announc yeah we I mean I think so like announc yeah we I mean I think so like announc yeah we I mean I think so like when we first did the windows on when we first did the windows on when we first did the windows on Snapdragon we announced it it snapdragon Snapdragon we announced it it snapdragon Snapdragon we announced it it snapdragon Summit 2018 and then we were on the Summit 2018 and then we were on the Summit 2018 and then we were on the shelf by early 2019 like a few months shelf by early 2019 like a few months shelf by early 2019 like a few months later I think we actually had working later I think we actually had working later I think we actually had working units up and running at the event so to units up and running at the event so to units up and running at the event so to not have a an ex Elite uh PC for another not have a an ex Elite uh PC for another not have a an ex Elite uh PC for another year and a half or whatever I don't know year and a half or whatever I don't know year and a half or whatever I don't know what happened there that feels like a what happened there that feels like a what happened there that feels like a something hey but you the CEO from something hey but you the CEO from something hey but you the CEO from Lenovo there right didn't he come in no Lenovo there right didn't he come in no Lenovo there right didn't he come in no no no he wasn't there but he video talk no no he wasn't there but he video talk no no he wasn't there but he video talk yeah he gave a little bit of a little yeah he gave a little bit of a little yeah he gave a little bit of a little bit of a talk but um it was the CEO of bit of a talk but um it was the CEO of bit of a talk but um it was the CEO of Honor which is a former formly of hwe Honor which is a former formly of hwe Honor which is a former formly of hwe hit committing to uh ex Elite um but hey hit committing to uh ex Elite um but hey hit committing to uh ex Elite um but hey let I want to make something very clear let I want to make something very clear let I want to make something very clear they did have reference design um you they did have reference design um you they did have reference design um you know laptops as well as uh you know in know laptops as well as uh you know in know laptops as well as uh you know in progress chips that they made available progress chips that they made available progress chips that they made available for benchmarking I mean they're pretty for benchmarking I mean they're pretty for benchmarking I mean they're pretty you know you know you know impressive um in in terms of I would say impressive um in in terms of I would say impressive um in in terms of I would say in terms of core design they're probably in terms of core design they're probably in terms of core design they're probably at least on par with what Apple has with

at least on par with what Apple has with at least on par with what Apple has with their right core designs that which is their right core designs that which is their right core designs that which is impressive yeah that's a big statement impressive yeah that's a big statement impressive yeah that's a big statement yeah they're definitely in they're in yeah they're definitely in they're in yeah they're definitely in they're in spitting distance of apple with this spitting distance of apple with this spitting distance of apple with this thing well yeah but when you look at go thing well yeah but when you look at go thing well yeah but when you look at go to market uh Apple they they are I mean to market uh Apple they they are I mean to market uh Apple they they are I mean you can go and you can go and you can go and get you you could have gotten an M3 uh get you you could have gotten an M3 uh get you you could have gotten an M3 uh MacBook uh today yesterday and that's a MacBook uh today yesterday and that's a MacBook uh today yesterday and that's a huge difference right and I think it's huge difference right and I think it's huge difference right and I think it's 2023 last time I checked 2023 last time I checked 2023 last time I checked right not 2025 or whatever exactly no right not 2025 or whatever exactly no right not 2025 or whatever exactly no that's a good point you know what though that's a good point you know what though that's a good point you know what though and this going to seem obvious but we've and this going to seem obvious but we've and this going to seem obvious but we've watched Cristiano where Qualcomm has watched Cristiano where Qualcomm has watched Cristiano where Qualcomm has been going a lot different directions been going a lot different directions been going a lot different directions the last few years you know they've been the last few years you know they've been the last few years you know they've been making modems and they've been making making modems and they've been making making modems and they've been making the Snapdragon chipset which Powers the Snapdragon chipset which Powers the Snapdragon chipset which Powers mostly Android devices and then you mostly Android devices and then you mostly Android devices and then you start him go okay we're going to go start him go okay we're going to go start him go okay we're going to go after the automobile industry we want after the automobile industry we want after the automobile industry we want snapdragons to live inside cars which I snapdragons to live inside cars which I snapdragons to live inside cars which I think is a great move and then and then think is a great move and then and then think is a great move and then and then and then I remember when I was at and then I remember when I was at and then I remember when I was at Ericson we'd have meetings with their Ericson we'd have meetings with their Ericson we'd have meetings with their top guys and I remember early on they top guys and I remember early on they top guys and I remember early on they were sted talking about the notion of 5G were sted talking about the notion of 5G were sted talking about the notion of 5G laptops um which is a stretch but we laptops um which is a stretch but we laptops um which is a stretch but we kind of had that Intel centrino kind of had that Intel centrino kind of had that Intel centrino conversation because Cino is really what conversation because Cino is really what conversation because Cino is really what got Wi-Fi Mass marketed you know I I got Wi-Fi Mass marketed you know I I got Wi-Fi Mass marketed you know I I always give credit to Intel for doing always give credit to Intel for doing always give credit to Intel for doing that they all of a sudden when every that they all of a sudden when every that they all of a sudden when every laptop had it Wi-Fi y that made it real laptop had it Wi-Fi y that made it real laptop had it Wi-Fi y that made it real for everyone and so Qualcomm is like

for everyone and so Qualcomm is like for everyone and so Qualcomm is like well we want 5G laptops to be the same well we want 5G laptops to be the same well we want 5G laptops to be the same thing we'll see what happens there but thing we'll see what happens there but thing we'll see what happens there but then now really doubling down to say then now really doubling down to say then now really doubling down to say we're going to take on Intel and apple we're going to take on Intel and apple we're going to take on Intel and apple with Windows PCS running on their with Windows PCS running on their with Windows PCS running on their silicon silicon silicon I think it's great I think it's I think it's great I think it's I think it's great I think it's aggressive I think they're going after aggressive I think they're going after aggressive I think they're going after lots of different Market good for no I lots of different Market good for no I lots of different Market good for no I think they're definitely I mean they're think they're definitely I mean they're think they're definitely I mean they're really trying to they have to diversify really trying to they have to diversify really trying to they have to diversify right and get kind of off the smartphone right and get kind of off the smartphone right and get kind of off the smartphone thing which is kind of plateauing and uh thing which is kind of plateauing and uh thing which is kind of plateauing and uh I think the automotive ones probably I think the automotive ones probably I think the automotive ones probably their biggest long-term growth area to their biggest long-term growth area to their biggest long-term growth area to be honest with you I mean the PC be honest with you I mean the PC be honest with you I mean the PC business is you know 100 million or so business is you know 100 million or so business is you know 100 million or so units a year of which if you totally units a year of which if you totally units a year of which if you totally like right now 70% of those are like right now 70% of those are like right now 70% of those are Intel so you know know if you get 10 Intel so you know know if you get 10 Intel so you know know if you get 10 million units that's that's a big win million units that's that's a big win million units that's that's a big win that's a huge win uh in that market and that's a huge win uh in that market and that's a huge win uh in that market and for Qualcomm like 10 million units of for Qualcomm like 10 million units of for Qualcomm like 10 million units of something you know doesn't quite move something you know doesn't quite move something you know doesn't quite move the needle it's good headlines and stuff the needle it's good headlines and stuff the needle it's good headlines and stuff but I don't know if it's really like as but I don't know if it's really like as but I don't know if it's really like as opposed to them currently they're kind opposed to them currently they're kind opposed to them currently they're kind of running the table in a lot of the of running the table in a lot of the of running the table in a lot of the automotive design wins in the ivi layer automotive design wins in the ivi layer automotive design wins in the ivi layer and stuff and Adas and that to me feels and stuff and Adas and that to me feels and stuff and Adas and that to me feels like a big new stronghold for them but like a big new stronghold for them but like a big new stronghold for them but we we we see it's exciting yeah um but whatever see it's exciting yeah um but whatever see it's exciting yeah um but whatever happened to arm happened to arm happened to arm servers they're servers they're servers they're there be a thing AWS has the has a has there be a thing AWS has the has a has there be a thing AWS has the has a has an instance of arm servers you can put an instance of arm servers you can put an instance of arm servers you can put your workloads on and they cost less if your workloads on and they cost less if your workloads on and they cost less if I want to go but if I let's say I'm in I want to go but if I let's say I'm in I want to go but if I let's say I'm in the data center business or I'm doing the data center business or I'm doing the data center business or I'm doing Colo I know that sounds really 90s like

Colo I know that sounds really 90s like Colo I know that sounds really 90s like we're at Exodus or something but or but we're at Exodus or something but or but we're at Exodus or something but or but if I was today at equinex or whatever if I was today at equinex or whatever if I was today at equinex or whatever and I wanted to buy arm servers from and I wanted to buy arm servers from and I wanted to buy arm servers from Dell or HP or whatever I I feel like Dell or HP or whatever I I feel like Dell or HP or whatever I I feel like it's not really broadly available to me it's not really broadly available to me it's not really broadly available to me me you know I yeah I think the armed me you know I yeah I think the armed me you know I yeah I think the armed semiconductor folks on the server class semiconductor folks on the server class semiconductor folks on the server class really try to just sell into the really try to just sell into the really try to just sell into the hyperscalers hyperscalers hyperscalers directly because it's kind of the big directly because it's kind of the big directly because it's kind of the big win it's kind of a go bigger go home win it's kind of a go bigger go home win it's kind of a go bigger go home business yeah and uh either you sell business yeah and uh either you sell business yeah and uh either you sell into AWS and Microsoft and maybe Google into AWS and Microsoft and maybe Google into AWS and Microsoft and maybe Google otherwise you don't have a business so otherwise you don't have a business so otherwise you don't have a business so all that other stuff about selling into all that other stuff about selling into all that other stuff about selling into Lenovo and Dells for some rack mounted Lenovo and Dells for some rack mounted Lenovo and Dells for some rack mounted this and that is kind of like you know this and that is kind of like you know this and that is kind of like you know just kind of a rounding eror I think in just kind of a rounding eror I think in just kind of a rounding eror I think in some of their server businesses so I some of their server businesses so I some of their server businesses so I think if someone can be successful think if someone can be successful think if someone can be successful hyperscalers and then turn that into a hyperscalers and then turn that into a hyperscalers and then turn that into a broader business then I think there the broader business then I think there the broader business then I think there the hyperscalers themselves are successful hyperscalers themselves are successful hyperscalers themselves are successful or you know argu arguably successful I or you know argu arguably successful I or you know argu arguably successful I mean AWS has graviton right and yeah mean AWS has graviton right and yeah mean AWS has graviton right and yeah they the graviton um yeah true you know they the graviton um yeah true you know they the graviton um yeah true you know um and also I mean you um and also I mean you um and also I mean you consider uh Grace Hopper uh nvidia's consider uh Grace Hopper uh nvidia's consider uh Grace Hopper uh nvidia's Grace Hopper is I mean it uses the grace Grace Hopper is I mean it uses the grace Grace Hopper is I mean it uses the grace uh you know uh you know uh you know um um um CPU so so CPU so so CPU so so every is BAS based on an arm arm every is BAS based on an arm arm every is BAS based on an arm arm CPU you know of course it's G to be CPU you know of course it's G to be CPU you know of course it's G to be selfishly huh I'm just I'm being selfish selfishly huh I'm just I'm being selfish selfishly huh I'm just I'm being selfish here because at my startup I'm trying to

here because at my startup I'm trying to here because at my startup I'm trying to build a distributed Edge Cloud across build a distributed Edge Cloud across build a distributed Edge Cloud across commercial real estate and I would love commercial real estate and I would love commercial real estate and I would love to have a narrative of low power Edge to have a narrative of low power Edge to have a narrative of low power Edge Cloud compute in commercial real estate Cloud compute in commercial real estate Cloud compute in commercial real estate rather than eating up lots of rather than eating up lots of rather than eating up lots of electricity right um but it's it's not electricity right um but it's it's not electricity right um but it's it's not like am I going to get atom based like am I going to get atom based like am I going to get atom based servers from servers from servers from Intel um kind of Intel um kind of Intel um kind of suck right but I don't know well you suck right but I don't know well you suck right but I don't know well you know you have to know you have to know you have to consider we'll see how meteor consider we'll see how meteor consider we'll see how meteor Lake actually performs in the field but Lake actually performs in the field but Lake actually performs in the field but Intel's um core what is it core Ultra Intel's um core what is it core Ultra Intel's um core what is it core Ultra right the new processor they have for AI right the new processor they have for AI right the new processor they have for AI I PC when I spoke to sain Kati who is I PC when I spoke to sain Kati who is I PC when I spoke to sain Kati who is the the head of the next group at the the head of the next group at the the head of the next group at Intel he mentioned quite often that they Intel he mentioned quite often that they Intel he mentioned quite often that they might they're it's not even they might might they're it's not even they might might they're it's not even they might they will be using that processor for they will be using that processor for they will be using that processor for Edge Computing right so Edge Edge Computing right so Edge Edge Computing right so Edge infrastructure you know whether it's a infrastructure you know whether it's a infrastructure you know whether it's a Gateway or it's a on Prem or near Gateway or it's a on Prem or near Gateway or it's a on Prem or near Prem uh you know server uh that that Prem uh you know server uh that that Prem uh you know server uh that that they're going to be looking at that and they're going to be looking at that and they're going to be looking at that and um of course the jury's out as to what um of course the jury's out as to what um of course the jury's out as to what the um the you know uh performance per the um the you know uh performance per the um the you know uh performance per watt uh you know characteristics are for watt uh you know characteristics are for watt uh you know characteristics are for the processor family but if it's a good

the processor family but if it's a good the processor family but if it's a good Improvement you might we might start to Improvement you might we might start to Improvement you might we might start to see see see some some you know Intel Mojo coming some some you know Intel Mojo coming some some you know Intel Mojo coming back and uh that's the other interesting back and uh that's the other interesting back and uh that's the other interesting that's happening right because on that's happening right because on that's happening right because on December 14th they're going live with um December 14th they're going live with um December 14th they're going live with um with um core with um core with um core Ultra so anyway hey that Apple has an ultra and one question what do you think ultra and one question what do you think about the risk five um architecture yeah about the risk five um architecture yeah about the risk five um architecture yeah it's very nice we're super excited about it's very nice we're super excited about it's very nice we're super excited about risk five I am s five seems to be doing risk five I am s five seems to be doing risk five I am s five seems to be doing pretty well these days so you know I I pretty well these days so you know I I pretty well these days so you know I I can say I can see the excit the can say I can see the excit the can say I can see the excit the excitement here excitement here excitement here yeah no so like the risk five might take yeah no so like the risk five might take yeah no so like the risk five might take on you know we had that whole sci-fi on you know we had that whole sci-fi on you know we had that whole sci-fi implosion recently which is really kind implosion recently which is really kind implosion recently which is really kind of unfortunate they laid off pretty much of unfortunate they laid off pretty much of unfortunate they laid off pretty much everybody but the you know kind of where everybody but the you know kind of where everybody but the you know kind of where risk five if it's going to make a real risk five if it's going to make a real risk five if it's going to make a real Dent it'll make it on more the MCU side Dent it'll make it on more the MCU side Dent it'll make it on more the MCU side of the of the of the house and so you know MCU architectures house and so you know MCU architectures house and so you know MCU architectures instead of Cortex M doing some and so instead of Cortex M doing some and so instead of Cortex M doing some and so you're seeing like there's a consortion you're seeing like there's a consortion you're seeing like there's a consortion with nxp and some other folks in Europe with nxp and some other folks in Europe with nxp and some other folks in Europe to build some RIS 6 5 you know to kind to build some RIS 6 5 you know to kind to build some RIS 6 5 you know to kind of I don't know if it's risk mitigation of I don't know if it's risk mitigation of I don't know if it's risk mitigation but to to just have Alternatives at the but to to just have Alternatives at the but to to just have Alternatives at the MCU space um where it's the every penny MCU space um where it's the every penny MCU space um where it's the every penny counts and so super low cost zero counts and so super low cost zero counts and so super low cost zero licensing kind of MCU 32bit maybe 64 bit licensing kind of MCU 32bit maybe 64 bit licensing kind of MCU 32bit maybe 64 bit someday I think that's kind of where someday I think that's kind of where someday I think that's kind of where risk 5 has a play anything above that

risk 5 has a play anything above that risk 5 has a play anything above that kind of at the app processor level and kind of at the app processor level and kind of at the app processor level and whatever I think it's way off and uh you whatever I think it's way off and uh you whatever I think it's way off and uh you know I think it's going to it's going to know I think it's going to it's going to know I think it's going to it's going to live or die in that kind of MCU range live or die in that kind of MCU range live or die in that kind of MCU range down there U but at the same time look down there U but at the same time look down there U but at the same time look at arm arm's got the you know m85 you at arm arm's got the you know m85 you at arm arm's got the you know m85 you know AI acceleration stuff they're doing know AI acceleration stuff they're doing know AI acceleration stuff they're doing down there at MCU I mean arm's not down there at MCU I mean arm's not down there at MCU I mean arm's not standing still when it comes to that standing still when it comes to that standing still when it comes to that class of compute and AI accelerating it class of compute and AI accelerating it class of compute and AI accelerating it and doing stuff too so but yeah I know a and doing stuff too so but yeah I know a and doing stuff too so but yeah I know a few risk five companies out there and few risk five companies out there and few risk five companies out there and they're you know looking for their Lane they're you know looking for their Lane they're you know looking for their Lane they're looking for the lane to go in to they're looking for the lane to go in to they're looking for the lane to go in to find uh to find a good route to Market find uh to find a good route to Market find uh to find a good route to Market so yeah product Market Feit it's called so yeah product Market Feit it's called so yeah product Market Feit it's called right yeah exactly right yeah exactly right yeah exactly or GE geopolitical hedge I mean you know or GE geopolitical hedge I mean you know or GE geopolitical hedge I mean you know Pro people probably don't um know maybe Pro people probably don't um know maybe Pro people probably don't um know maybe very few people know that uh risk very few people know that uh risk very few people know that uh risk International they moved their International they moved their International they moved their headquarters to Switzerland in headquarters to Switzerland in headquarters to Switzerland in 2001 H or maybe even earlier because of 2001 H or maybe even earlier because of 2001 H or maybe even earlier because of the the China us trade war and um many the the China us trade war and um many the the China us trade war and um many of the the folks who are in on the board of the the folks who are in on the board of the the folks who are in on the board board and and you know in the ecosystem board and and you know in the ecosystem board and and you know in the ecosystem Network are Chinese companies and so um Network are Chinese companies and so um Network are Chinese companies and so um yeah um you know the thing is is maybe yeah um you know the thing is is maybe yeah um you know the thing is is maybe it doesn't survive in the west but um it doesn't survive in the west but um it doesn't survive in the west but um definitely the Chinese vendors are are definitely the Chinese vendors are are definitely the Chinese vendors are are probably looking at this and saying hey

probably looking at this and saying hey probably looking at this and saying hey look we have some IP we can work with is look we have some IP we can work with is look we have some IP we can work with is this is this like um citizen dick from this is this like um citizen dick from this is this like um citizen dick from singles movie where they go they love us singles movie where they go they love us singles movie where they go they love us in Belgium or Belgium or Portland so um I I you know and there Portland so um I I you know and there Portland so um I I you know and there are companies I forgot the name of the are companies I forgot the name of the are companies I forgot the name of the one that actually is making server class one that actually is making server class one that actually is making server class risk 5 processors or CPUs they're out risk 5 processors or CPUs they're out risk 5 processors or CPUs they're out there uh and um I think it's just a there uh and um I think it's just a there uh and um I think it's just a matter of finding scale just like arm matter of finding scale just like arm matter of finding scale just like arm and the thing about arm though is they and the thing about arm though is they and the thing about arm though is they found uh with the IPO a huge Coalition found uh with the IPO a huge Coalition found uh with the IPO a huge Coalition you know Apple Intel you name that are you know Apple Intel you name that are you know Apple Intel you name that are backing um arm so you know definitely backing um arm so you know definitely backing um arm so you know definitely Western semiconductor companies are Western semiconductor companies are Western semiconductor companies are going to support arm uh keep it going going to support arm uh keep it going going to support arm uh keep it going and then there's other interests that and then there's other interests that and then there's other interests that are going to be looking at continuing to are going to be looking at continuing to are going to be looking at continuing to support risk five because now it's it's support risk five because now it's it's support risk five because now it's it's sort of in a neutral zone it's more of a sort of in a neutral zone it's more of a sort of in a neutral zone it's more of a uh a neutral technology uh a neutral technology uh a neutral technology then let's say maybe arm then let's say maybe arm then let's say maybe arm although you know we'll see what happens although you know we'll see what happens although you know we'll see what happens anyways a lot of interesting stuff but anyways a lot of interesting stuff but anyways a lot of interesting stuff but geopolitics is definitely at Play Always geopolitics is definitely at Play Always geopolitics is definitely at Play Always part of the equation well I think to part of the equation well I think to part of the equation well I think to Rob's Point like if he wants to go out Rob's Point like if he wants to go out Rob's Point like if he wants to go out and buy a dhp or Lenovo or super micro and buy a dhp or Lenovo or super micro and buy a dhp or Lenovo or super micro box that's running arm you know they box that's running arm you know they box that's running arm you know they don't exist um maybe someone there will

don't exist um maybe someone there will don't exist um maybe someone there will take a leap uh at some point to try to take a leap uh at some point to try to take a leap uh at some point to try to create some differentiation um yeah I create some differentiation um yeah I create some differentiation um yeah I haven't heard about it yet and then haven't heard about it yet and then haven't heard about it yet and then maybe somebody you know some Chinese maybe somebody you know some Chinese maybe somebody you know some Chinese oems will do some kind of server class oems will do some kind of server class oems will do some kind of server class systems based on risk five and their own systems based on risk five and their own systems based on risk five and their own Linux drro and stuff but yeah because Linux drro and stuff but yeah because Linux drro and stuff but yeah because I'm looking for stuff that's low power I'm looking for stuff that's low power I'm looking for stuff that's low power and low thermals low heat you know that and low thermals low heat you know that and low thermals low heat you know that kind of thing and good enough good kind of thing and good enough good kind of thing and good enough good enough performance right not great yeah enough performance right not great yeah enough performance right not great yeah I wouldn't be surprised if a super micro I wouldn't be surprised if a super micro I wouldn't be surprised if a super micro some took a leap in there I'm sorry some took a leap in there I'm sorry some took a leap in there I'm sorry Mark well doing what what do you oh what Mark well doing what what do you oh what Mark well doing what what do you oh what do do do you I'm building out a distributed Edge you I'm building out a distributed Edge you I'm building out a distributed Edge Cloud across commercial real estate who Cloud across commercial real estate who Cloud across commercial real estate who that's bizarre I that's bizarre I that's bizarre I know commercial real estate like you know commercial real estate like you know commercial real estate like you sound like a I know that's that doesn't sound like a I know that's that doesn't sound like a I know that's that doesn't seem like a hot item these days does it seem like a hot item these days does it seem like a hot item these days does it with occupancy Soo but we're some of us with occupancy Soo but we're some of us with occupancy Soo but we're some of us are taking advantage of that depressed are taking advantage of that depressed are taking advantage of that depressed Market I see have you ever been in a Market I see have you ever been in a Market I see have you ever been in a skyscraper or in a building and you see skyscraper or in a building and you see skyscraper or in a building and you see on each floor this door called a telecom on each floor this door called a telecom on each floor this door called a telecom closet um actually have different names closet um actually have different names closet um actually have different names on the first floor there's something on the first floor there's something on the first floor there's something called the MF which is a big one fiber called the MF which is a big one fiber called the MF which is a big one fiber optic comes in there you'll see Johnson optic comes in there you'll see Johnson optic comes in there you'll see Johnson Controls and honey well with all their Controls and honey well with all their Controls and honey well with all their gear in there Fiber goes in fiber and gear in there Fiber goes in fiber and gear in there Fiber goes in fiber and Cat 6 goes up through the whole Cat 6 goes up through the whole Cat 6 goes up through the whole skyscraper and you break out at each skyscraper and you break out at each skyscraper and you break out at each floor to Wi-Fi access points and floor to Wi-Fi access points and floor to Wi-Fi access points and ethernet like you know pretty standard ethernet like you know pretty standard ethernet like you know pretty standard stuff but the space we're in since we stuff but the space we're in since we stuff but the space we're in since we provide networks for all these buildings provide networks for all these buildings provide networks for all these buildings we get rack space in each one of those

we get rack space in each one of those we get rack space in each one of those closets and we get free electricity and closets and we get free electricity and closets and we get free electricity and free free free yes so and we and so you kind of go oh yes so and we and so you kind of go oh yes so and we and so you kind of go oh that sounds like an edge Computing that sounds like an edge Computing that sounds like an edge Computing opportunity I know and so that's that's opportunity I know and so that's that's opportunity I know and so that's that's the angle um and so uh yeah I I I can the angle um and so uh yeah I I I can the angle um and so uh yeah I I I can pop in one you pop in one you pop in one you servers from Dell or whoever but I'm servers from Dell or whoever but I'm servers from Dell or whoever but I'm just it' be interesting to to see just it' be interesting to to see just it' be interesting to to see something that's low lower power lower something that's low lower power lower something that's low lower power lower heat that kind of thing but who knows heat that kind of thing but who knows heat that kind of thing but who knows yeah yeah now it feels like there's com yeah yeah now it feels like there's com yeah yeah now it feels like there's com out there this is one of my hot topics out there this is one of my hot topics out there this is one of my hot topics as you know is kind of the the the big as you know is kind of the the the big as you know is kind of the the the big Miss in terms of energy resources and Miss in terms of energy resources and Miss in terms of energy resources and high performance compute like there's no high performance compute like there's no high performance compute like there's no connection there and uh at some point connection there and uh at some point connection there and uh at some point you know maybe that's what's going to you know maybe that's what's going to you know maybe that's what's going to drive more of the adoption of you know drive more of the adoption of you know drive more of the adoption of you know lower power lower power lower power compute is is uh just the lack of compute is is uh just the lack of compute is is uh just the lack of electricity and availability of electricity and availability of electricity and availability of electricity and ground water to cool and electricity and ground water to cool and electricity and ground water to cool and power this stuff stuff that sorry I'm like on another that sorry I'm like on another that sorry I'm like on another conference now conference now conference now oh oh oh wonderful you know what I wonderful you know what I wonderful you know what I think oh and I have some and I have think oh and I have some and I have think oh and I have some and I have simulated Edge agent running in the simulated Edge agent running in the simulated Edge agent running in the background and a console window and my background and a console window and my background and a console window and my other computer too coding nice funny good time

coding nice funny good time yeah yeah so um Mark were you saying yeah yeah so um Mark were you saying yeah yeah so um Mark were you saying something were you asking something no no no no I was trying to something no no no no I was trying to make uh make fun of uh make uh make fun of uh make uh make fun of uh Rob's that's very nice actually yeah Rob's that's very nice actually yeah Rob's that's very nice actually yeah something yesterday we had a really nice something yesterday we had a really nice something yesterday we had a really nice dinner here in Barcelona it's a smart dinner here in Barcelona it's a smart dinner here in Barcelona it's a smart City Expo oh yeah right yeah cool on the City Expo oh yeah right yeah cool on the City Expo oh yeah right yeah cool on the things industry is invited uh 25 people things industry is invited uh 25 people things industry is invited uh 25 people to have dinner in restaurant and we had to have dinner in restaurant and we had to have dinner in restaurant and we had all the Laura one Community all together all the Laura one Community all together all the Laura one Community all together dinner and it was really really nice to dinner and it was really really nice to dinner and it was really really nice to see what's what's new what's what's next see what's what's new what's what's next see what's what's new what's what's next nice that's great yeah all our friends nice that's great yeah all our friends nice that's great yeah all our friends were there were there were there right yeah he did yeah all friends all right yeah he did yeah all friends all right yeah he did yeah all friends all good friends uh that's good friends uh that's good friends uh that's good yeah how's the show is it like well good yeah how's the show is it like well good yeah how's the show is it like well attended I haven't been there yet I'm attended I haven't been there yet I'm attended I haven't been there yet I'm going to go tomorrow okay um I'm not a going to go tomorrow okay um I'm not a going to go tomorrow okay um I'm not a big fan of a smart City big fan of a smart City big fan of a smart City Expo it's Expo it's Expo it's um but yeah uh I don't know I I I um but yeah uh I don't know I I I um but yeah uh I don't know I I I haven't beaten so I don't know we we as haven't beaten so I don't know we we as haven't beaten so I don't know we we as your as our analyst reporter on the your as our analyst reporter on the your as our analyst reporter on the ground we need to go ground we need to go ground we need to go there and and we need to have live there and and we need to have live there and and we need to have live broadcasts and recordings and taking broadcasts and recordings and taking broadcasts and recordings and taking notes yeah and tell us what's going on notes yeah and tell us what's going on notes yeah and tell us what's going on there yeah there you need to ship me

there yeah there you need to ship me there yeah there you need to ship me like the his camera and microphone and like the his camera and microphone and like the his camera and microphone and everything to to do that the camera everything to to do that the camera everything to to do that the camera behind you walking around yeah exactly behind you walking around yeah exactly behind you walking around yeah exactly there you go we need we need team there you go we need we need team there you go we need we need team coverage of the Expo yeah I know somebody there uh Expo yeah I know somebody there uh what's her name Jennifer Sanders she's what's her name Jennifer Sanders she's what's her name Jennifer Sanders she's from Dallas she kind of leads this whole from Dallas she kind of leads this whole from Dallas she kind of leads this whole North Texas Innovation deal she she and North Texas Innovation deal she she and North Texas Innovation deal she she and her group have actually had some her group have actually had some her group have actually had some traction doing smart cities I know smart traction doing smart cities I know smart traction doing smart cities I know smart cities are really hard and know we were cities are really hard and know we were cities are really hard and know we were all excited about them and then we got all excited about them and then we got all excited about them and then we got bogged down in City Hall bureaucracy bogged down in City Hall bureaucracy bogged down in City Hall bureaucracy nobody has any money yeah like who's nobody has any money yeah like who's nobody has any money yeah like who's paying for this right well the problem paying for this right well the problem paying for this right well the problem is the person that owns the budget gets is the person that owns the budget gets is the person that owns the budget gets voted out and then another person gets voted out and then another person gets voted out and then another person gets voted in and then they don't have the voted in and then they don't have the voted in and then they don't have the budget and yeah it's like it's like you budget and yeah it's like it's like you budget and yeah it's like it's like you know it's like an 18mon cycle of U rfps know it's like an 18mon cycle of U rfps know it's like an 18mon cycle of U rfps and redos and uh yeah I was involved and redos and uh yeah I was involved and redos and uh yeah I was involved with some of the Microsoft they call it with some of the Microsoft they call it with some of the Microsoft they call it critical infrastructure there uh there's critical infrastructure there uh there's critical infrastructure there uh there's a guy actually if you see there a guy a guy actually if you see there a guy a guy actually if you see there a guy Jeremy Goldberg is at the show who does Jeremy Goldberg is at the show who does Jeremy Goldberg is at the show who does a lot of that critical infrastructure a lot of that critical infrastructure a lot of that critical infrastructure stuff but it's yeah the 90% of the stuff but it's yeah the 90% of the stuff but it's yeah the 90% of the challenge with smart cities is challenge with smart cities is challenge with smart cities is navigating all the bureaucracy and the navigating all the bureaucracy and the navigating all the bureaucracy and the process it's not the tech the Tech's the process it's not the tech the Tech's the process it's not the tech the Tech's the easiest part you know when we need easiest part you know when we need easiest part you know when we need them yeah it's it's just navigating all them yeah it's it's just navigating all them yeah it's it's just navigating all that stuff so but you know also a lot of that stuff so but you know also a lot of that stuff so but you know also a lot of these cities there there's a lot of cool these cities there there's a lot of cool these cities there there's a lot of cool like AI Vision people counting cool like AI Vision people counting cool like AI Vision people counting cool scenarios but a lot of them just need scenarios but a lot of them just need scenarios but a lot of them just need basic like upgraded infrastructure for

basic like upgraded infrastructure for basic like upgraded infrastructure for security and ransomware issues and you security and ransomware issues and you security and ransomware issues and you know that's the the fact is a lot of know that's the the fact is a lot of know that's the the fact is a lot of these cities are just suffering with these cities are just suffering with these cities are just suffering with they have an Old Dell under the desk at they have an Old Dell under the desk at they have an Old Dell under the desk at City Hall running everything and uh and City Hall running everything and uh and City Hall running everything and uh and it's kind of a security Nightmare and a it's kind of a security Nightmare and a it's kind of a security Nightmare and a manageability nightmare and probably manageability nightmare and probably manageability nightmare and probably running like Windows XP or something running like Windows XP or something running like Windows XP or something crazy like that so that's that's a lot crazy like that so that's that's a lot crazy like that so that's that's a lot of the Smart City work is very of the Smart City work is very of the Smart City work is very unglamorous upgrades and kind of lift unglamorous upgrades and kind of lift unglamorous upgrades and kind of lift and shift to the cloud and shift to the cloud and shift to the cloud um then you get into the cool stuff with um then you get into the cool stuff with um then you get into the cool stuff with you know cameras on light posts and you you know cameras on light posts and you you know cameras on light posts and you know license plate recognition with you know license plate recognition with you know license plate recognition with you know blah blah BL yeah you know all the know blah blah BL yeah you know all the know blah blah BL yeah you know all the surveillance stuff yeah of course surveillance stuff yeah of course surveillance stuff yeah of course surveillance people be amazed how many surveillance people be amazed how many surveillance people be amazed how many safy yeah so many operations around the safy yeah so many operations around the safy yeah so many operations around the world are still run by some Dell PC world are still run by some Dell PC world are still run by some Dell PC running XP under a desk like you be running XP under a desk like you be running XP under a desk like you be horrified to know it's common you know I horrified to know it's common you know I horrified to know it's common you know I know Pete and I so much at micros off know Pete and I so much at micros off know Pete and I so much at micros off was trying to get people our customers was trying to get people our customers was trying to get people our customers to modernize to upgrade their apps to to modernize to upgrade their apps to to modernize to upgrade their apps to new platforms to I remember we said you new platforms to I remember we said you new platforms to I remember we said you know obviously we try to get them on know obviously we try to get them on know obviously we try to get them on Windows Phone we try the Windows 8 Windows Phone we try the Windows 8 Windows Phone we try the Windows 8 tablets modernize you know stuff like tablets modernize you know stuff like tablets modernize you know stuff like that and what I learned over time that and what I learned over time that and what I learned over time firsthand working customers is they firsthand working customers is they firsthand working customers is they don't give a about that as much as don't give a about that as much as don't give a about that as much as we did they um they they they're like I we did they um they they they're like I we did they um they they they're like I have this much budget in it and I don't have this much budget in it and I don't have this much budget in it and I don't want to spend it on modernizing old want to spend it on modernizing old want to spend it on modernizing old stuff I want to find whatever it takes stuff I want to find whatever it takes stuff I want to find whatever it takes to make my old stuff still run without

to make my old stuff still run without to make my old stuff still run without changing it actually and use my new changing it actually and use my new changing it actually and use my new budget for new cool things yeah and budget for new cool things yeah and budget for new cool things yeah and that's why I would see at Giant that's why I would see at Giant that's why I would see at Giant companies my my favorite example I won't companies my my favorite example I won't companies my my favorite example I won't name the big company that has a Supply name the big company that has a Supply name the big company that has a Supply Chain management system running on os2 Chain management system running on os2 Chain management system running on os2 and then after a while when os2 is no and then after a while when os2 is no and then after a while when os2 is no longer supported by IBM they're like longer supported by IBM they're like longer supported by IBM they're like well we don't want to upgrade this we well we don't want to upgrade this we well we don't want to upgrade this we want to keep it running and so here's want to keep it running and so here's want to keep it running and so here's how they found supportability running on how they found supportability running on how they found supportability running on XP and then Microsoft actually got into XP and then Microsoft actually got into XP and then Microsoft actually got into the virtualization game which led to the virtualization game which led to the virtualization game which led to getting into Azure through a small getting into Azure through a small getting into Azure through a small acquisition of a little product called acquisition of a little product called acquisition of a little product called virtual PC that people used on the Mac virtual PC that people used on the Mac virtual PC that people used on the Mac to run Windows prior to parallels and so to run Windows prior to parallels and so to run Windows prior to parallels and so we acquired virtual PC and anyway we acquired virtual PC and anyway we acquired virtual PC and anyway Microsoft supported os2 as a guest Microsoft supported os2 as a guest Microsoft supported os2 as a guest operating system in virtual PC posted on operating system in virtual PC posted on operating system in virtual PC posted on Windows XP to run their supply chain Windows XP to run their supply chain Windows XP to run their supply chain management and they're like that's great management and they're like that's great management and they're like that's great we're going to go with that we're not we're going to go with that we're not we're going to go with that we're not going to migrate the software we're not going to migrate the software we're not going to migrate the software we're not updating it to the latest version of net updating it to the latest version of net updating it to the latest version of net or whatever right and and it turns out or whatever right and and it turns out or whatever right and and it turns out that was a common theme trying to get that was a common theme trying to get that was a common theme trying to get remember how hard it was to get remember how hard it was to get remember how hard it was to get companies to stop using XP yeah well the companies to stop using XP yeah well the companies to stop using XP yeah well the thing is if it's already running and you thing is if it's already running and you thing is if it's already running and you know don't break it you know if it's not know don't break it you know if it's not know don't break it you know if it's not broken don't fix it and it was like um broken don't fix it and it was like um broken don't fix it and it was like um you know getting them now there's you know getting them now there's you know getting them now there's security issues and there's other issues security issues and there's other issues security issues and there's other issues that motivating people to but there's that motivating people to but there's that motivating people to but there's Innovation on that front that can happen Innovation on that front that can happen Innovation on that front that can happen as well I mean you can create you know

as well I mean you can create you know as well I mean you can create you know wrappers and the micr segment uh you wrappers and the micr segment uh you wrappers and the micr segment uh you know you know um containers and stuff know you know um containers and stuff know you know um containers and stuff like that I mean there's there's still I like that I mean there's there's still I like that I mean there's there's still I think here this is one of the things think here this is one of the things think here this is one of the things that I actually tell a lot of my clients that I actually tell a lot of my clients that I actually tell a lot of my clients to think about is um how do you design to think about is um how do you design to think about is um how do you design longevity into your products I mean it longevity into your products I mean it longevity into your products I mean it runs counter to what they want in terms runs counter to what they want in terms runs counter to what they want in terms of being able to drive unit sales but of being able to drive unit sales but of being able to drive unit sales but the wall that they often times hit is the wall that they often times hit is the wall that they often times hit is exactly what you're talking about Rob is exactly what you're talking about Rob is exactly what you're talking about Rob is they just don't want to switch out stuff they just don't want to switch out stuff they just don't want to switch out stuff that works right and they don't care that works right and they don't care that works right and they don't care about all the sustainability slides and about all the sustainability slides and about all the sustainability slides and you know freaking you know digital you know freaking you know digital you know freaking you know digital transformation XYZ and you know none of transformation XYZ and you know none of transformation XYZ and you know none of that nonsense all the analysts saying that nonsense all the analysts saying that nonsense all the analysts saying that they're going to be left behind if that they're going to be left behind if that they're going to be left behind if they they they right but but it's like when you go to right but but it's like when you go to right but but it's like when you go to Costco and they still use green screens Costco and they still use green screens Costco and they still use green screens right that is like faster than hell right that is like faster than hell right that is like faster than hell you know but it's like as4 to if you you know but it's like as4 to if you you know but it's like as4 to if you talk to those people in retail or at talk to those people in retail or at talk to those people in retail or at restaurants that are using swirl and it restaurants that are using swirl and it restaurants that are using swirl and it all like Doss or whatever they'll tell all like Doss or whatever they'll tell all like Doss or whatever they'll tell you they've tried windows-based things you they've tried windows-based things you they've tried windows-based things that are beautiful and they say they that are beautiful and they say they that are beautiful and they say they suck and their performance is not even suck and their performance is not even suck and their performance is not even close to the text based Doss looking close to the text based Doss looking close to the text based Doss looking thing and that's why they won't switch thing and that's why they won't switch thing and that's why they won't switch yeah they got the keyboard shortcuts and yeah they got the keyboard shortcuts and yeah they got the keyboard shortcuts and they're they're they're like and you watch them it's a cl cl and like and you watch them it's a cl cl and like and you watch them it's a cl cl and then they're done you know they don't then they're done you know they don't then they're done you know they don't want to sit there and do this point and want to sit there and do this point and want to sit there and do this point and click nonsense they just want 6 40K baby click nonsense they just want 6 40K baby click nonsense they just want 6 40K baby that's all we need what saying all you

that's all we need what saying all you that's all we need what saying all you need that's need that's need that's right I mean you right I mean you right I mean you know it's just a reality but then you know it's just a reality but then you know it's just a reality but then you know it's almost like some some vendors know it's almost like some some vendors know it's almost like some some vendors have denial about they just want to have denial about they just want to have denial about they just want to force people to move on to the next force people to move on to the next force people to move on to the next platform when maybe the solution is how platform when maybe the solution is how platform when maybe the solution is how do we how do we help our do we how do we help our do we how do we help our customers um customers um customers um you know bring older systems into the you know bring older systems into the you know bring older systems into the fold right so if you're looking at from fold right so if you're looking at from fold right so if you're looking at from a portfolio perspective and how do we a portfolio perspective and how do we a portfolio perspective and how do we enable them to continue to enable them to continue to enable them to continue to modernize um existing assets that and modernize um existing assets that and modernize um existing assets that and then extend their longevity I mean that then extend their longevity I mean that then extend their longevity I mean that there's money there right it's not to there's money there right it's not to there's money there right it's not to say there isn't money there it's just say there isn't money there it's just say there isn't money there it's just you're not going to be selling more you're not going to be selling more you're not going to be selling more units but this is important that we're units but this is important that we're units but this is important that we're bringing this up on a quote unquote iot bringing this up on a quote unquote iot bringing this up on a quote unquote iot show because um I don't think a lot of show because um I don't think a lot of show because um I don't think a lot of the new entrance in I the relatively new the new entrance in I the relatively new the new entrance in I the relatively new entrance in iot think that way right in entrance in iot think that way right in entrance in iot think that way right in terms of longevity they think in terms terms of longevity they think in terms terms of longevity they think in terms of this whole softwar defined ridiculous of this whole softwar defined ridiculous of this whole softwar defined ridiculous velocity that and you know uh 300 you velocity that and you know uh 300 you velocity that and you know uh 300 you know fraking releases or uh build know fraking releases or uh build know fraking releases or uh build changes in a week they think that oh changes in a week they think that oh changes in a week they think that oh that that's you know we could do that that that's you know we could do that that that's you know we could do that with it and you know we can have a cicd with it and you know we can have a cicd with it and you know we can have a cicd pipeline and we can use agile and all pipeline and we can use agile and all pipeline and we can use agile and all this other stuff and the end users going this other stuff and the end users going this other stuff and the end users going What the freaking hell are you talking What the freaking hell are you talking What the freaking hell are you talking about I want you to deploy once and about I want you to deploy once and about I want you to deploy once and never freaking bother me again I just never freaking bother me again I just never freaking bother me again I just want this to work what are you want this to work what are you want this to work what are you talking about agile cicd and then wait a

talking about agile cicd and then wait a talking about agile cicd and then wait a minute if I have to do a cicd that means minute if I have to do a cicd that means minute if I have to do a cicd that means I have to hire a developer who's going I have to hire a developer who's going I have to hire a developer who's going to do all these the develop testing and to do all these the develop testing and to do all these the develop testing and bl does that is that going to be for bl does that is that going to be for bl does that is that going to be for free you know it's free you know it's free you know it's like but the answer is generative AI right right I I think we talk about copilot it just I I think we talk about copilot it just I I think we talk about copilot it just co-pilot yeah co-pilot on I'm going home co-pilot yeah co-pilot on I'm going home co-pilot yeah co-pilot on I'm going home I'm going home no no no now now I'm going home no no no now now I'm going home no no no now now seriously so Banks here running a on seriously so Banks here running a on seriously so Banks here running a on Main frames really so they are using Main frames really so they are using Main frames really so they are using generative AI to start coding on forth generative AI to start coding on forth generative AI to start coding on forth run and Pascal and all the run and Pascal and all the run and Pascal and all the so it's it's accelerating the so it's it's accelerating the so it's it's accelerating the project so much so they now consulting project so much so they now consulting project so much so they now consulting firms for banks here in Europe Focus firms for banks here in Europe Focus firms for banks here in Europe Focus like having huge teams of Developers like having huge teams of Developers like having huge teams of Developers focus on generative AI for this type of focus on generative AI for this type of focus on generative AI for this type of customers because they can do double customers because they can do double customers because they can do double projects because well it's interesting projects because well it's interesting projects because well it's interesting you mentioned that I mean I think a lot you mentioned that I mean I think a lot you mentioned that I mean I think a lot of these languages you're mentioning of these languages you're mentioning of these languages you're mentioning cobal and these other things I mean you cobal and these other things I mean you cobal and these other things I mean you can't find a cobal developer these days can't find a cobal developer these days can't find a cobal developer these days too often so generative AI may be the too often so generative AI may be the too often so generative AI may be the answer right it's the it's the ultimate answer right it's the it's the ultimate answer right it's the it's the ultimate Cobalt developer but I think what Cobalt developer but I think what Cobalt developer but I think what Leonard also was talking about was just Leonard also was talking about was just Leonard also was talking about was just this operational process where you know this operational process where you know this operational process where you know I'm a business and I make widgets and I I'm a business and I make widgets and I I'm a business and I make widgets and I bend metal and now I've got this system bend metal and now I've got this system bend metal and now I've got this system where all of a sudden I got to think where all of a sudden I got to think where all of a sudden I got to think about soft Ware releases and updates and about soft Ware releases and updates and about soft Ware releases and updates and validations and verifications and my validations and verifications and my validations and verifications and my suppliers are throwing all these new suppliers are throwing all these new suppliers are throwing all these new builds at me and it doesn't it doesn't builds at me and it doesn't it doesn't builds at me and it doesn't it doesn't work there's a mismatch on that now that work there's a mismatch on that now that work there's a mismatch on that now that being said every I think every company being said every I think every company being said every I think every company needs to have some software expertise

needs to have some software expertise needs to have some software expertise sure as part of their thing and every sure as part of their thing and every sure as part of their thing and every every company needs to get get smarter every company needs to get get smarter every company needs to get get smarter about software especially the metal about software especially the metal about software especially the metal bender type folks um Automotive bender type folks um Automotive bender type folks um Automotive manufacturers for example but uh a lot manufacturers for example but uh a lot manufacturers for example but uh a lot of these other folks it just needs to be of these other folks it just needs to be of these other folks it just needs to be a lot more commercialized and packaged a lot more commercialized and packaged a lot more commercialized and packaged for it to really be successful yeah and for it to really be successful yeah and for it to really be successful yeah and uh smaller businesses you know you can't uh smaller businesses you know you can't uh smaller businesses you know you can't throw a chemistry set at him and expect throw a chemistry set at him and expect throw a chemistry set at him and expect him to to mix it up right there going to him to to mix it up right there going to him to to mix it up right there going to be some spillage so that's that's kind be some spillage so that's that's kind be some spillage so that's that's kind of a kind of chronic issue right in the of a kind of chronic issue right in the of a kind of chronic issue right in the iot space this iot space this iot space this yeah sorry no yeah I agree that yeah I yeah sorry no yeah I agree that yeah I yeah sorry no yeah I agree that yeah I mix Concepts but on the other hand no I mix Concepts but on the other hand no I mix Concepts but on the other hand no I was listening this talk about saying was listening this talk about saying was listening this talk about saying that last year uh Tesla upgraded 153 that last year uh Tesla upgraded 153 that last year uh Tesla upgraded 153 times their cars each car and this year times their cars each car and this year times their cars each car and this year 88 times and and actually the the 88 times and and actually the the 88 times and and actually the the conclusion was like okay so you bought a conclusion was like okay so you bought a conclusion was like okay so you bought a car two years ago and probably now it's car two years ago and probably now it's car two years ago and probably now it's a complete different car because of all a complete different car because of all a complete different car because of all the support the support the support updates then I think know this is updates then I think know this is updates then I think know this is something important to have because it's something important to have because it's something important to have because it's not about so as well on industry know if not about so as well on industry know if not about so as well on industry know if you want to have improve your efficiency you want to have improve your efficiency you want to have improve your efficiency Etc maybe you can if if you update the Etc maybe you can if if you update the Etc maybe you can if if you update the software of things um that are running software of things um that are running software of things um that are running on industry maybe you can change the on industry maybe you can change the on industry maybe you can change the angle that something is performed Etc angle that something is performed Etc angle that something is performed Etc and that can increase flexibility or or and that can increase flexibility or or and that can increase flexibility or or efficiency I wonder what percentage of efficiency I wonder what percentage of efficiency I wonder what percentage of those 88 updates were just bug fixes those 88 updates were just bug fixes those 88 updates were just bug fixes because there was mistakes to begin with because there was mistakes to begin with because there was mistakes to begin with as opposed to adding some new cool

as opposed to adding some new cool as opposed to adding some new cool capabilities right because you ever you capabilities right because you ever you capabilities right because you ever you know you always get the updates and you know you always get the updates and you know you always get the updates and you always I always read the release notes always I always read the release notes always I always read the release notes it's just oh it's stability stability it's just oh it's stability stability it's just oh it's stability stability security fixes it's like uh you know we security fixes it's like uh you know we security fixes it's like uh you know we we screwed up and so here's a fix uh we screwed up and so here's a fix uh we screwed up and so here's a fix uh it's like we should have caught it the it's like we should have caught it the it's like we should have caught it the first time but we were in a hurry first time but we were in a hurry first time but we were in a hurry because we had a press release so we because we had a press release so we because we had a press release so we were we were too we were too much in a were we were too we were too much in a were we were too we were too much in a hurry pushing out dung so we got to hurry pushing out dung so we got to hurry pushing out dung so we got to clean it up now people wanted to get clean it up now people wanted to get clean it up now people wanted to get ludicrous ludicrous ludicrous mode yeah there you go yeah they did mode yeah there you go yeah they did mode yeah there you go yeah they did yeah yeah no that's a feature that that yeah yeah no that's a feature that that yeah yeah no that's a feature that that that was legit it's like that what's that was legit it's like that what's that was legit it's like that what's that old Greek uh story it's like the that old Greek uh story it's like the that old Greek uh story it's like the ship that wooden ship and like like if ship that wooden ship and like like if ship that wooden ship and like like if you swap out every piece of wood on the you swap out every piece of wood on the you swap out every piece of wood on the ship is it still the same ship that you ship is it still the same ship that you ship is it still the same ship that you started with it's sort of like if you started with it's sort of like if you started with it's sort of like if you ship the software and do 150 updates to ship the software and do 150 updates to ship the software and do 150 updates to it is it still the same software or is it is it still the same software or is it is it still the same software or is it is a whole new W thing you know that it is a whole new W thing you know that it is a whole new W thing you know that brings me to an actual iot use case so brings me to an actual iot use case so brings me to an actual iot use case so when I was at Hitachi you know we talk when I was at Hitachi you know we talk when I was at Hitachi you know we talk about remaining useful life and all that about remaining useful life and all that about remaining useful life and all that kind of stuff in iot and digital Twins kind of stuff in iot and digital Twins kind of stuff in iot and digital Twins and all that and it turns out Hatachi and all that and it turns out Hatachi and all that and it turns out Hatachi was literally completely rebuilding was literally completely rebuilding was literally completely rebuilding their bullet trains over the course s their bullet trains over the course s their bullet trains over the course s years in order to ensure that they are years in order to ensure that they are years in order to ensure that they are working perfectly and they were working perfectly and they were working perfectly and they were successful in that endeavor but they successful in that endeavor but they successful in that endeavor but they spent a fortune doing it right and so spent a fortune doing it right and so spent a fortune doing it right and so you know we when we talk about you know we when we talk about you know we when we talk about predictive maintenance versus just predictive maintenance versus just predictive maintenance versus just scheduled maintenance you know every scheduled maintenance you know every scheduled maintenance you know every most people live on some kind of

most people live on some kind of most people live on some kind of schedule of some kind based on not just schedule of some kind based on not just schedule of some kind based on not just a guest but you know an educated guest a guest but you know an educated guest a guest but you know an educated guest based on past history on I need to check based on past history on I need to check based on past history on I need to check I need to change my oil this off and I I need to change my oil this off and I I need to change my oil this off and I need to do these need to do these need to do these maintenance and then we started saying maintenance and then we started saying maintenance and then we started saying why don't you let the data tell you when why don't you let the data tell you when why don't you let the data tell you when to do the maintenance and everything and to do the maintenance and everything and to do the maintenance and everything and so uh rebuilding the Greek ship in Japan so uh rebuilding the Greek ship in Japan so uh rebuilding the Greek ship in Japan they were rebuilding bullet trains to they were rebuilding bullet trains to they were rebuilding bullet trains to ensure that it was Flawless but but at a ensure that it was Flawless but but at a ensure that it was Flawless but but at a huge cost right yeah the ship of huge cost right yeah the ship of huge cost right yeah the ship of thesias oh okay ship of thes thesis thesias oh okay ship of thes thesis thesias oh okay ship of thes thesis Paradox is the if you swap everything Paradox is the if you swap everything Paradox is the if you swap everything out one by one is still the same thing out one by one is still the same thing out one by one is still the same thing that you started with so but um well that you started with so but um well that you started with so but um well unfortunately software and updates and unfortunately software and updates and unfortunately software and updates and phoda have given folks I was talking to phoda have given folks I was talking to phoda have given folks I was talking to my uncle last night he was turning 91 in my uncle last night he was turning 91 in my uncle last night he was turning 91 in this fall and he was saying he's he's an this fall and he was saying he's he's an this fall and he was saying he's he's an aerospace engineer from way back he's aerospace engineer from way back he's aerospace engineer from way back he's like you know when I was growing up we like you know when I was growing up we like you know when I was growing up we didn't have software yeah like they just didn't have software yeah like they just didn't have software yeah like they just they just built stuff yeah you know and they just built stuff yeah you know and they just built stuff yeah you know and uh there was no software it was just uh there was no software it was just uh there was no software it was just Hardware basically did stff pencil and Hardware basically did stff pencil and Hardware basically did stff pencil and paper and a ruler yeah or just gears and paper and a ruler yeah or just gears and paper and a ruler yeah or just gears and metal and stuff and you know but now metal and stuff and you know but now metal and stuff and you know but now that you've got software you know it's that you've got software you know it's that you've got software you know it's an excuse to get to Market with an excuse to get to Market with an excuse to get to Market with something that's kind of sort of works something that's kind of sort of works something that's kind of sort of works and then yeah we'll figure it out later and then yeah we'll figure it out later and then yeah we'll figure it out later you know we've got photo and we've got you know we've got photo and we've got you know we've got photo and we've got Windows update and we've got all sorts Windows update and we've got all sorts Windows update and we've got all sorts of like you know Escape hatches to uh to of like you know Escape hatches to uh to of like you know Escape hatches to uh to to you know to fix it fix it in the to you know to fix it fix it in the to you know to fix it fix it in the field as they say that's the first thing field as they say that's the first thing field as they say that's the first thing you do when you get a device these days you do when you get a device these days you do when you get a device these days right first thing is get an update yeah

right first thing is get an update yeah right first thing is get an update yeah zero day update that's what we used to zero day update that's what we used to zero day update that's what we used to call it the zero day update yeah right call it the zero day update yeah right call it the zero day update yeah right why do you think we have a thing called why do you think we have a thing called why do you think we have a thing called cyber security that's to deal with all cyber security that's to deal with all cyber security that's to deal with all the the trash that people are putting the the trash that people are putting the the trash that people are putting out there and exposing user to right I out there and exposing user to right I out there and exposing user to right I mean it's you know I I mean back in the mean it's you know I I mean back in the mean it's you know I I mean back in the day when I was running a software team day when I was running a software team day when I was running a software team and working with uh clients and their and working with uh clients and their and working with uh clients and their software teams I mean people really software teams I mean people really software teams I mean people really didn't think of they just assumed didn't think of they just assumed didn't think of they just assumed security was built in you know what I'm security was built in you know what I'm security was built in you know what I'm saying it's like if a lot really freaking scary like if a lot really freaking scary stuff man and people were people just stuff man and people were people just stuff man and people were people just pump crap out that's the culture it's a pump crap out that's the culture it's a pump crap out that's the culture it's a cultural thing now cultural thing just cultural thing now cultural thing just cultural thing now cultural thing just just get something out there see if it just get something out there see if it just get something out there see if it works get dooo throw it up against the works get dooo throw it up against the works get dooo throw it up against the wall right see if it has some adhesive wall right see if it has some adhesive wall right see if it has some adhesive qual fast and break things yeah and then qual fast and break things yeah and then qual fast and break things yeah and then let's see if it sticks long enough so let's see if it sticks long enough so let's see if it sticks long enough so that the VC fund funds us with well and that the VC fund funds us with well and that the VC fund funds us with well and that that's great if you're doing like that that's great if you're doing like that that's great if you're doing like you know a Facebook build or something you know a Facebook build or something you know a Facebook build or something like that where it's just a web based like that where it's just a web based like that where it's just a web based thing like nonsense you know thing like nonsense you know thing like nonsense you know yeah but the issue is yeah when you yeah but the issue is yeah when you yeah but the issue is yeah when you start doing things that are updating start doing things that are updating start doing things that are updating devices in the field and other equipment devices in the field and other equipment devices in the field and other equipment I mean this goes back to the smart I mean this goes back to the smart I mean this goes back to the smart cities discussion you know that it's cities discussion you know that it's cities discussion you know that it's also what causes a lot of friction for also what causes a lot of friction for also what causes a lot of friction for deployment is just a concern about you deployment is just a concern about you deployment is just a concern about you know things getting broken and know things getting broken and know things getting broken and maintenance and what happens when I've maintenance and what happens when I've maintenance and what happens when I've deployed all this stuff all around my deployed all this stuff all around my deployed all this stuff all around my municipality and then it all breaks or municipality and then it all breaks or municipality and then it all breaks or it all needs to be updated or whatever it all needs to be updated or whatever it all needs to be updated or whatever and so that's because the culture is you

and so that's because the culture is you and so that's because the culture is you know on the on the cloud and website is know on the on the cloud and website is know on the on the cloud and website is you know build it every night you know you know build it every night you know you know build it every night you know yeah but but here's the thing about the yeah but but here's the thing about the yeah but but here's the thing about the cloud the cloud is optimal for you know cloud the cloud is optimal for you know cloud the cloud is optimal for you know cicd and enir supporting environments cicd and enir supporting environments cicd and enir supporting environments right it's like and that makes sense but right it's like and that makes sense but right it's like and that makes sense but taking that out of context and thinking taking that out of context and thinking taking that out of context and thinking that is our product develop you know that is our product develop you know that is our product develop you know that's our product life cycle right uh that's our product life cycle right uh that's our product life cycle right uh is misguided there has there should be a is misguided there has there should be a is misguided there has there should be a quality gate and that quality gate often quality gate and that quality gate often quality gate and that quality gate often times doesn't exist right and that's why times doesn't exist right and that's why times doesn't exist right and that's why everyone keeps punching pumping out everyone keeps punching pumping out everyone keeps punching pumping out there and when you start looking at there and when you start looking at there and when you start looking at critical infrastructure and you hear critical infrastructure and you hear critical infrastructure and you hear somebody say we you know well we we we somebody say we you know well we we we somebody say we you know well we we we you know on a daily basis we put out you know on a daily basis we put out you know on a daily basis we put out three 300 updates it's like like what three 300 updates it's like like what three 300 updates it's like like what you said Pete I was like wow how bad is you said Pete I was like wow how bad is you said Pete I was like wow how bad is your your your code because I can't imagine there's a code because I can't imagine there's a code because I can't imagine there's a customer out there that has so many customer out there that has so many customer out there that has so many features right these microscopic features right these microscopic features right these microscopic features that they want that require you features that they want that require you features that they want that require you to put out that many fraking updates to put out that many fraking updates to put out that many fraking updates what that tells me is you have a what that tells me is you have a what that tells me is you have a freaking disastrous freaking disastrous freaking disastrous software and service do do we blame do software and service do do we blame do software and service do do we blame do we blame Paul Graham and why combinator we blame Paul Graham and why combinator we blame Paul Graham and why combinator and their their Mantra just ship right and their their Mantra just ship right and their their Mantra just ship right away just start shipping just ship crap away just start shipping just ship crap away just start shipping just ship crap it'll be fine we'll figure it out later it'll be fine we'll figure it out later it'll be fine we'll figure it out later because I think you've got a whole lot because I think you've got a whole lot because I think you've got a whole lot of people batches that go through YC and of people batches that go through YC and of people batches that go through YC and then other people have copied them and then other people have copied them and then other people have copied them and then now there's this mentality of just

then now there's this mentality of just then now there's this mentality of just ship ship ship ship uh don't don't wait ship ship ship ship uh don't don't wait ship ship ship ship uh don't don't wait for it to be great don't worry about for it to be great don't worry about for it to be great don't worry about what was that word you said quality no what was that word you said quality no what was that word you said quality no oh oh oh what do that later yeah absolutely just what do that later yeah absolutely just what do that later yeah absolutely just ship it baby ship it they don't have a ship it baby ship it they don't have a ship it baby ship it they don't have a ship room at YC yeah it's called quality ship room at YC yeah it's called quality ship room at YC yeah it's called quality why we have no idea what it is and why why we have no idea what it is and why why we have no idea what it is and why do it at all you know just absolutely do it at all you know just absolutely do it at all you know just absolutely absolutely silly ideas up against but at absolutely silly ideas up against but at absolutely silly ideas up against but at the end somewh is at the end somewh is the end somewh is at the end somewh is the end somewh is at the end somewh is made by humans right so everyone needs made by humans right so everyone needs made by humans right so everyone needs to go to pick up children at school your to go to pick up children at school your to go to pick up children at school your daughter is sick uh no uh I don't know daughter is sick uh no uh I don't know daughter is sick uh no uh I don't know so yeah so far it's made by humans I so yeah so far it's made by humans I so yeah so far it's made by humans I mean maybe not for long far yeah here mean maybe not for long far yeah here mean maybe not for long far yeah here here's the thing that here's the that here's the thing that here's the that here's the thing that here's the that folks on the edge want zero touch folks on the edge want zero touch folks on the edge want zero touch zero um maintenance zero zero a lot of zero um maintenance zero zero a lot of zero um maintenance zero zero a lot of stuff that if you focus on quality code stuff that if you focus on quality code stuff that if you focus on quality code then and you reduce things down to zero then and you reduce things down to zero then and you reduce things down to zero maintenance and don't assume that you're maintenance and don't assume that you're maintenance and don't assume that you're going to make a ton of money off of the going to make a ton of money off of the going to make a ton of money off of the you know con constant provisioning you know con constant provisioning you know con constant provisioning constant but assume that the quality of constant but assume that the quality of constant but assume that the quality of this but you assume that the quality of this but you assume that the quality of this but you assume that the quality of the software is is great why do you the software is is great why do you the software is is great why do you assume that assume that assume that on we don't but because a lot of folks on we don't but because a lot of folks on we don't but because a lot of folks say assume that you know in order to say assume that you know in order to say assume that you know in order to gain share in the market or create a

gain share in the market or create a gain share in the market or create a presence in the market we just have to presence in the market we just have to presence in the market we just have to like fling dooo into the dooo out there like fling dooo into the dooo out there like fling dooo into the dooo out there and see if it sticks uh you know they and see if it sticks uh you know they and see if it sticks uh you know they don't pay a lot of attention to the don't pay a lot of attention to the don't pay a lot of attention to the software right um they try to take software right um they try to take software right um they try to take shortcuts and get something out there as shortcuts and get something out there as shortcuts and get something out there as quickly as possible but does that work quickly as possible but does that work quickly as possible but does that work is it a better philosophy let's come up is it a better philosophy let's come up is it a better philosophy let's come up with a quality stack and then um put with a quality stack and then um put with a quality stack and then um put something out there that is durable that something out there that is durable that something out there that is durable that provides the zero cost of like all this provides the zero cost of like all this provides the zero cost of like all this other stuff that customers other stuff that customers other stuff that customers want and then sell the solution your want and then sell the solution your want and then sell the solution your definition is Germany definition is Germany definition is Germany yeah your definition is yeah your definition is yeah your definition is Germany your definition is Germany your definition is Germany your definition is Germany why Germany so because they do Germany why Germany so because they do Germany why Germany so because they do must be must be must work perfectly with must be must be must work perfectly with must be must be must work perfectly with no errors Etc in general I mean and no errors Etc in general I mean and no errors Etc in general I mean and um they don't release it and they take um they don't release it and they take um they don't release it and they take five 10 years to release because it must five 10 years to release because it must five 10 years to release because it must be perfect and then I remember once they be perfect and then I remember once they be perfect and then I remember once they asked me when I was doing the things I asked me when I was doing the things I asked me when I was doing the things I owe oh this is Mak owe oh this is Mak owe oh this is Mak yes oh it works like yeah of course how yes oh it works like yeah of course how yes oh it works like yeah of course how could that be it's made could that be it's made could that be it's made in Germany and it works what yeah well in Germany and it works what yeah well in Germany and it works what yeah well no I never really saw I I I thought for no I never really saw I I I thought for no I never really saw I I I thought for quite some time the Germans and I'm sure quite some time the Germans and I'm sure quite some time the Germans and I'm sure my German friends will hate me for my German friends will hate me for my German friends will hate me for saying this but they had trouble with um

saying this but they had trouble with um saying this but they had trouble with um software and you know Bridging the software and you know Bridging the software and you know Bridging the hardware with software um and and hardware with software um and and hardware with software um and and developing reliable systems I mean BMW developing reliable systems I mean BMW developing reliable systems I mean BMW for a long time had big problems well for a long time had big problems well for a long time had big problems well look at VW uh they were stilling out look at VW uh they were stilling out look at VW uh they were stilling out cars anyone here own an id4 apparently cars anyone here own an id4 apparently cars anyone here own an id4 apparently they don't work they have software issu they don't work they have software issu they don't work they have software issu terrible software issues ouch terrible software issues ouch terrible software issues ouch so in the last few minutes we have here so in the last few minutes we have here so in the last few minutes we have here we would be remiss if we didn't talk we would be remiss if we didn't talk we would be remiss if we didn't talk about the big news of this week which is about the big news of this week which is about the big news of this week which is you know Sam malman came out with his you know Sam malman came out with his you know Sam malman came out with his little Dev event to with this everybody little Dev event to with this everybody little Dev event to with this everybody gets a GPT you get a GPT you get a GPT gets a GPT you get a GPT you get a GPT gets a GPT you get a GPT you get a GPT everybody look under your chair Oprah everybody look under your chair Oprah everybody look under your chair Oprah you got a you got a you got a GPT um you know that's pretty GPT um you know that's pretty GPT um you know that's pretty interesting stuff actually yeah well I interesting stuff actually yeah well I interesting stuff actually yeah well I mean they're going all in to cultivate a mean they're going all in to cultivate a mean they're going all in to cultivate a developer community and you know I've developer community and you know I've developer community and you know I've heard I've heard a lot of you know heard I've heard a lot of you know heard I've heard a lot of you know there's a lot of interesting things that there's a lot of interesting things that there's a lot of interesting things that they're doing and making things more they're doing and making things more they're doing and making things more accessible uh and you know different accessible uh and you know different accessible uh and you know different pricing and the little business model pricing and the little business model pricing and the little business model Innovation which is great um and I've Innovation which is great um and I've Innovation which is great um and I've also heard well it's a little rough it's also heard well it's a little rough it's also heard well it's a little rough it's a little clunky but you know I think I a little clunky but you know I think I a little clunky but you know I think I think just fast forward another 18 think just fast forward another 18 think just fast forward another 18 months two years um they can have a lot months two years um they can have a lot months two years um they can have a lot of gravity around that developer of gravity around that developer of gravity around that developer community and I think what it also means community and I think what it also means community and I think what it also means is it's going to be you know big Tech is is it's going to be you know big Tech is is it's going to be you know big Tech is going to be the center of gravity for a going to be the center of gravity for a going to be the center of gravity for a lot of this stuff because the kind of lot of this stuff because the kind of lot of this stuff because the kind of the big models the underlying I think the big models the underlying I think the big models the underlying I think infrastructure is really going to be big infrastructure is really going to be big infrastructure is really going to be big Tech driven and then it's a matter of

Tech driven and then it's a matter of Tech driven and then it's a matter of well how do smaller companies sort of well how do smaller companies sort of well how do smaller companies sort of pile on there and do something pile on there and do something pile on there and do something differentiated yeah but they'll get differentiated yeah but they'll get differentiated yeah but they'll get there they'll get there yeah no you're there they'll get there yeah no you're there they'll get there yeah no you're absolutely right good start and then and absolutely right good start and then and absolutely right good start and then and then uh Elon came out with his ex AI then uh Elon came out with his ex AI then uh Elon came out with his ex AI what's the name of it Gro groc which is what's the name of it Gro groc which is what's the name of it Gro groc which is a term we use a lot at Microsoft that's a term we use a lot at Microsoft that's a term we use a lot at Microsoft that's right Stranger in a Strange Land you right Stranger in a Strange Land you right Stranger in a Strange Land you know that's right that's right um and so know that's right that's right um and so know that's right that's right um and so uh it is a great name and it's supposed uh it is a great name and it's supposed uh it is a great name and it's supposed to be sarcastic and funny in its to be sarcastic and funny in its to be sarcastic and funny in its responses so we'll see so it's responses so we'll see so it's responses so we'll see so it's inaccurate sarcastic and funny so that's inaccurate sarcastic and funny so that's inaccurate sarcastic and funny so that's pretty cool pretty cool pretty cool sounds pretty sounds pretty sounds pretty useful sounds like Twitter actually I useful sounds like Twitter actually I useful sounds like Twitter actually I don't know it's kind don't know it's kind don't know it's kind of yeah yeah it's free-for all like of yeah yeah it's free-for all like of yeah yeah it's free-for all like Twitter is Right absolutely oh my gosh Twitter is Right absolutely oh my gosh Twitter is Right absolutely oh my gosh I'm sure it'll find its place but uh no I'm sure it'll find its place but uh no I'm sure it'll find its place but uh no it's it's cool to see all the Innovation it's it's cool to see all the Innovation it's it's cool to see all the Innovation that's happening out there and how it'll that's happening out there and how it'll that's happening out there and how it'll manifest I think you know obviously the manifest I think you know obviously the manifest I think you know obviously the the trick here is you know what turns the trick here is you know what turns the trick here is you know what turns into real business versus kind of into real business versus kind of into real business versus kind of interesting Tech and I think that's interesting Tech and I think that's interesting Tech and I think that's still out on all that stuff but but I'm still out on all that stuff but but I'm still out on all that stuff but but I'm definitely looking forward to building definitely looking forward to building definitely looking forward to building my own custom GPT now that we can do my own custom GPT now that we can do my own custom GPT now that we can do that and you're right they've got a that and you're right they've got a that and you're right they've got a marketplace where you could sell your marketplace where you could sell your marketplace where you could sell your specific GPT for your business your specific GPT for your business your specific GPT for your business your whatever um yeah I think it's I think whatever um yeah I think it's I think whatever um yeah I think it's I think it's interesting times for sure yeah it's interesting times for sure yeah it's interesting times for sure yeah reminds me what H we'll see we'll

what H we'll see we'll see uh layer layer 2 cryptos you know see uh layer layer 2 cryptos you know see uh layer layer 2 cryptos you know the that was built on on top of the that was built on on top of the that was built on on top of Bitcoin and ethereum oh that well I Bitcoin and ethereum oh that well I Bitcoin and ethereum oh that well I don't know I go that far H I'd go that don't know I go that far H I'd go that don't know I go that far H I'd go that far we'll see it sounds like a to me it far we'll see it sounds like a to me it far we'll see it sounds like a to me it sounds like a pivot more than it is like sounds like a pivot more than it is like sounds like a pivot more than it is like I mean I'm telling you guys I I see a I mean I'm telling you guys I I see a I mean I'm telling you guys I I see a lot more of this stuff in Enterprise lot more of this stuff in Enterprise lot more of this stuff in Enterprise than most people and than most people and than most people and yeah no I do I have empathy for the the yeah no I do I have empathy for the the yeah no I do I have empathy for the the the people that are going to get foed the people that are going to get foed the people that are going to get foed upon them every manner of AI that they upon them every manner of AI that they upon them every manner of AI that they never wanted or never thought of oh yeah never wanted or never thought of oh yeah never wanted or never thought of oh yeah that is going to happen we are already that is going to happen we are already that is going to happen we are already suffering from it I get I can't so far suffering from it I get I can't so far suffering from it I get I can't so far so as for AI I have a book so as for AI I have a book so as for AI I have a book recommendation I'm cheating I'm recommendation I'm cheating I'm recommendation I'm cheating I'm listening to it on listening to it on listening to it on Audible but um take a look at this okay Audible but um take a look at this okay Audible but um take a look at this okay no it's it's really good actually it's no it's it's really good actually it's no it's it's really good actually it's really good I mean these are the guys really good I mean these are the guys really good I mean these are the guys from Deep Mind who got acquired by from Deep Mind who got acquired by from Deep Mind who got acquired by Google who really got this whole thing Google who really got this whole thing Google who really got this whole thing going and so highly recommend because going and so highly recommend because going and so highly recommend because you'll learn from the very beginning you'll learn from the very beginning you'll learn from the very beginning Because deep mind and Transformer really Because deep mind and Transformer really Because deep mind and Transformer really drove this more than anybody else and so drove this more than anybody else and so drove this more than anybody else and so definitely and and you get to hear the definitely and and you get to hear the definitely and and you get to hear the history of it you know in England from history of it you know in England from history of it you know in England from right where it all started and and so right where it all started and and so right where it all started and and so it's very interesting stuff to you know it's very interesting stuff to you know it's very interesting stuff to you know read or listen to when you're out on read or listen to when you're out on read or listen to when you're out on your jog or on the treadmill or whatever your jog or on the treadmill or whatever your jog or on the treadmill or whatever or on a car trip and save your pennies or on a car trip and save your pennies or on a car trip and save your pennies for your aipc you know yeah yeah yeah

for your aipc you know yeah yeah yeah for your aipc you know yeah yeah yeah all right hey Pete great having you on all right hey Pete great having you on all right hey Pete great having you on who want take out who wants to take us who want take out who wants to take us who want take out who wants to take us out all right y'all thanks for joining out all right y'all thanks for joining out all right y'all thanks for joining us at iot Coffee Talk Frozen you can us at iot Coffee Talk Frozen you can us at iot Coffee Talk Frozen you can check us out every week you can go to check us out every week you can go to check us out every week you can go to iot cofy talk.com and which will iot cofy talk.com and which will iot cofy talk.com and which will redirect you through the magic of hgp redirect you through the magic of hgp redirect you through the magic of hgp stuff to the YouTubes and you can watch stuff to the YouTubes and you can watch stuff to the YouTubes and you can watch the video we also convert the video the video we also convert the video the video we also convert the video through magic into audio and so wherever through magic into audio and so wherever through magic into audio and so wherever you get your podcast you can listen to you get your podcast you can listen to you get your podcast you can listen to us instead of this audible book which us instead of this audible book which us instead of this audible book which you know it's questionable who has more you know it's questionable who has more you know it's questionable who has more value um but anyway do that we love you value um but anyway do that we love you value um but anyway do that we love you donate to elevate our kids Let's help donate to elevate our kids Let's help donate to elevate our kids Let's help those kids out uh and thanks for joining those kids out uh and thanks for joining those kids out uh and thanks for joining us and we'll see you next us and we'll see you next us and we'll see you next week all right see you guys