IoT Coffee Talk: Episode 291- "Making an Enterprise Agentic Mess"

>> [music] >> [music] >> in the box. >> in the box. >> in the box. I don't sound anything like Staley. I don't sound anything like Staley. I don't sound anything like Staley. Unfortunately, I'd be on the road with Unfortunately, I'd be on the road with Unfortunately, I'd be on the road with one [music] remaining of Alice and one [music] remaining of Alice and one [music] remaining of Alice and chains chains chains [music] >> Yeah. >> Yeah. >> Yes. >> Yes. >> Yes. >> Well done. >> Well done. >> Well done. >> Yes. Outstanding. What a great rock and >> Yes. Outstanding. What a great rock and >> Yes. Outstanding. What a great rock and roll. roll. roll. >> That's a That's a great song. >> That's a That's a great song. >> That's a That's a great song. >> Absolutely. >> Absolutely. >> Absolutely. >> You know, I recently rewatched >> You know, I recently rewatched >> You know, I recently rewatched Idiocracy. Idiocracy. Idiocracy. >> Oh, good for you. I I have to do that >> Oh, good for you. I I have to do that >> Oh, good for you. I I have to do that this weekend. Thanks for reminding me.

this weekend. Thanks for reminding me. this weekend. Thanks for reminding me. >> Yeah. Yeah. >> Yeah. Yeah. >> Yeah. Yeah. >> And did you notice that um there's >> And did you notice that um there's >> And did you notice that um there's always some dude? It's either announce always some dude? It's either announce always some dude? It's either announce announcer or some really smartass um you announcer or some really smartass um you announcer or some really smartass um you know stupid guy who has a voice like know stupid guy who has a voice like know stupid guy who has a voice like like like like you know he he goes, "Hey everybody." you know he he goes, "Hey everybody." you know he he goes, "Hey everybody." [laughter] I don't know if that's my [laughter] I don't know if that's my [laughter] I don't know if that's my judge. judge. judge. >> Maybe. I don't know. >> Maybe. I don't know. >> Maybe. I don't know. >> He cracks me up. [laughter] Hey everybody, more GPUs. Hey everybody, more GPUs. GPU. [groaning] GPU. [groaning] GPU. [groaning] >> In a world where GPUs don't exist, >> In a world where GPUs don't exist, >> In a world where GPUs don't exist, we had to do AI with CPUs. [laughter] we had to do AI with CPUs. [laughter] we had to do AI with CPUs. [laughter] >> Welcome to Costco. Welcome to Costco. I >> Welcome to Costco. Welcome to Costco. I >> Welcome to Costco. Welcome to Costco. I love you. [laughter] love you. [laughter] love you. [laughter] >> We love Costco. >> We love Costco. >> We love Costco. >> Oh god. >> Oh god. >> Oh god. >> Is Costco saying GPUs now? >> Is Costco saying GPUs now? >> Is Costco saying GPUs now? uh to next week in order to prop up uh to next week in order to prop up uh to next week in order to prop up their uh earnings uh they will uh their uh earnings uh they will uh their uh earnings uh they will uh replace all of the cardboard inside replace all of the cardboard inside replace all of the cardboard inside their racks and just put GPUs in there their racks and just put GPUs in there their racks and just put GPUs in there too fiber to the site.

too fiber to the site. too fiber to the site. >> Yeah, you can buy Yeah. AI AI as a >> Yeah, you can buy Yeah. AI AI as a >> Yeah, you can buy Yeah. AI AI as a service through Costco service through Costco service through Costco doors instead of garage doors or doors instead of garage doors or doors instead of garage doors or refrigerators. You can just buy your refrigerators. You can just buy your refrigerators. You can just buy your >> AI services through Costco. It's a good >> AI services through Costco. It's a good >> AI services through Costco. It's a good deal. deal. deal. >> You know, I think that's a winner cuz >> You know, I think that's a winner cuz >> You know, I think that's a winner cuz everybody buys everything from Costco. everybody buys everything from Costco. everybody buys everything from Costco. >> Yeah. some toilet paper. >> Yeah. some toilet paper. >> Yeah. some toilet paper. >> Well, even what we see these days, it >> Well, even what we see these days, it >> Well, even what we see these days, it should be in the produce section, you should be in the produce section, you should be in the produce section, you know, because you need to buy some every know, because you need to buy some every know, because you need to buy some every week. They're perishable. >> I bought some berries. I bought some >> I bought some berries. I bought some berries from there 6 months ago and they berries from there 6 months ago and they berries from there 6 months ago and they look they look great still. look they look great still. look they look great still. >> Yeah, but the GP but the GPUs are the >> Yeah, but the GP but the GPUs are the >> Yeah, but the GP but the GPUs are the GPUs are obsolete. The berries are fine, GPUs are obsolete. The berries are fine, GPUs are obsolete. The berries are fine, but the GPUs are obsolete. but the GPUs are obsolete. but the GPUs are obsolete. >> Yeah. Yeah. I have all last week's >> Yeah. Yeah. I have all last week's >> Yeah. Yeah. I have all last week's hardware. hardware. hardware. >> Yeah. Okay. So, here I just saw some uh >> Yeah. Okay. So, here I just saw some uh >> Yeah. Okay. So, here I just saw some uh interesting news. Um speaking of AI data interesting news. Um speaking of AI data interesting news. Um speaking of AI data centers, which we were just, you know, centers, which we were just, you know, centers, which we were just, you know, >> we call it the NeoCloud. Costco Neo >> we call it the NeoCloud. Costco Neo >> we call it the NeoCloud. Costco Neo >> cloud. [laughter] >> cloud. [laughter] >> cloud. [laughter] Yes.

Yes. Yes. >> Yeah. We we'll give you the best spot >> Yeah. We we'll give you the best spot >> Yeah. We we'll give you the best spot price on GPUs. price on GPUs. price on GPUs. >> There you go. >> There you go. >> There you go. >> Oracle pushes back several data centers >> Oracle pushes back several data centers >> Oracle pushes back several data centers for Open AI to 2028 from 2027. for Open AI to 2028 from 2027. for Open AI to 2028 from 2027. So see that you know I wrote that piece So see that you know I wrote that piece So see that you know I wrote that piece uh on RP RPO right which is um you know uh on RP RPO right which is um you know uh on RP RPO right which is um you know um remaining um remaining um remaining >> like RPG >> like RPG >> like RPG >> purchase open yeah RPG >> purchase open yeah RPG >> purchase open yeah RPG >> rocket propelled you mean RPG >> rocket propelled you mean RPG >> rocket propelled you mean RPG >> RPG even remote procedure call >> RPG even remote procedure call >> RPG even remote procedure call >> yeah that's right >> yeah that's right >> yeah that's right >> yeah yeah no no I know all the corba >> yeah yeah no no I know all the corba >> yeah yeah no no I know all the corba crap huh crap huh crap huh >> same same oracle that announced that >> same same oracle that announced that >> same same oracle that announced that deal with Open AI, but nothing got deal with Open AI, but nothing got deal with Open AI, but nothing got shipped anywhere. But their stock is the shipped anywhere. But their stock is the shipped anywhere. But their stock is the stock still going up though. stock still going up though. stock still going up though. >> No, it a huge jump today. >> No, it a huge jump today. >> No, it a huge jump today. >> It lost it's already gone down like 40% >> It lost it's already gone down like 40% >> It lost it's already gone down like 40% since the pop that it had, you know, since the pop that it had, you know, since the pop that it had, you know, after OpenAI says we're going to buy after OpenAI says we're going to buy after OpenAI says we're going to buy what 300 billion worth of compute from what 300 billion worth of compute from what 300 billion worth of compute from Oracle, Oracle, Oracle, >> right?

>> right? >> right? >> And and everybody's like, "Awesome." And >> And and everybody's like, "Awesome." And >> And and everybody's like, "Awesome." And then like, you know, over time they're then like, you know, over time they're then like, you know, over time they're like, "Hey, did anybody check uh Sam like, "Hey, did anybody check uh Sam like, "Hey, did anybody check uh Sam Alman's checkbook?" Alman's checkbook?" Alman's checkbook?" >> Yeah. No one did. >> Yeah. No one did. >> Yeah. No one did. >> Looks a little red. I don't know if they >> Looks a little red. I don't know if they >> Looks a little red. I don't know if they can write that check. can write that check. can write that check. >> But you know, that's like a Top Gun >> But you know, that's like a Top Gun >> But you know, that's like a Top Gun thing. [clears throat] thing. [clears throat] thing. [clears throat] >> But you know what? >> But you know what? >> But you know what? >> Writing checks your body can't cash. >> Writing checks your body can't cash. >> Writing checks your body can't cash. Maverick. [laughter] [laughter] >> Oh my god. >> Oh my god. >> Oh my god. >> You're so right, dude. But you know what >> You're so right, dude. But you know what >> You're so right, dude. But you know what really bugs me is all these people who really bugs me is all these people who really bugs me is all these people who basically basically basically uh helped to pump the hype, you know, uh helped to pump the hype, you know, uh helped to pump the hype, you know, went all in with the nonsense are went all in with the nonsense are went all in with the nonsense are pulling back trying to position pulling back trying to position pulling back trying to position themselves as I told you. So guys, themselves as I told you. So guys, themselves as I told you. So guys, >> you mean that really >> you mean that really >> you mean that really >> early You mean early investors >> early You mean early investors >> early You mean early investors >> is that? >> is that? >> is that? >> Well, yeah, that's the thing. It's like >> Well, yeah, that's the thing. It's like >> Well, yeah, that's the thing. It's like um you know I uh responded to somebody um you know I uh responded to somebody um you know I uh responded to somebody who was uh trashing uh Roger Etner who I who was uh trashing uh Roger Etner who I who was uh trashing uh Roger Etner who I mean you know Roger is a very mean you know Roger is a very mean you know Roger is a very respectable um telco analyst and the respectable um telco analyst and the respectable um telco analyst and the this this these two guys are like this this these two guys are like this this these two guys are like trashing him and and and so I intervene.

trashing him and and and so I intervene. trashing him and and and so I intervene. I say hey look and you understand the I say hey look and you understand the I say hey look and you understand the comment that one of them made was they comment that one of them made was they comment that one of them made was they were astonished at how ignorant he was were astonished at how ignorant he was were astonished at how ignorant he was and I'm like that triggered me. I said, and I'm like that triggered me. I said, and I'm like that triggered me. I said, "No, no, no, no. Um, Roger and I, no "No, no, no, no. Um, Roger and I, no "No, no, no, no. Um, Roger and I, no one, we know that most people don't know one, we know that most people don't know one, we know that most people don't know that we don't even publish in our our um that we don't even publish in our our um that we don't even publish in our our um research reports, we're astonished about research reports, we're astonished about research reports, we're astonished about how ignorant everyone else is." Okay? how ignorant everyone else is." Okay? how ignorant everyone else is." Okay? So, if you're not in the rooms that So, if you're not in the rooms that So, if you're not in the rooms that we're in, you need to just, we're in, you need to just, we're in, you need to just, >> you know, just lay down, you know, you >> you know, just lay down, you know, you >> you know, just lay down, you know, you need to Yeah. Don't don't don't trash um need to Yeah. Don't don't don't trash um need to Yeah. Don't don't don't trash um Roger when you don't know. You know, you Roger when you don't know. You know, you Roger when you don't know. You know, you don't know. don't know. don't know. >> People love to trash people these days. >> People love to trash people these days. >> People love to trash people these days. >> Ah. Yeah. I mean, you know, >> Ah. Yeah. I mean, you know, >> Ah. Yeah. I mean, you know, >> that's all they do. >> that's all they do. >> that's all they do. >> Yeah. But, you know, Rob, you you're >> Yeah. But, you know, Rob, you you're >> Yeah. But, you know, Rob, you you're starting to be privy to some of the the starting to be privy to some of the the starting to be privy to some of the the the conversations that don't get out the conversations that don't get out the conversations that don't get out into the press, right? Because, you into the press, right? Because, you into the press, right? Because, you know, that is one of the things about know, that is one of the things about know, that is one of the things about being an analyst. We're privy to NDA being an analyst. We're privy to NDA being an analyst. We're privy to NDA material to support our research. But, material to support our research. But, material to support our research. But, you know, we don't talk about this you know, we don't talk about this you know, we don't talk about this stuff. We I mean that's kind of like our stuff. We I mean that's kind of like our stuff. We I mean that's kind of like our obligation obligation obligation >> having this class as being an analyst >> having this class as being an analyst >> having this class as being an analyst >> and uh and so that's why we we're not >> and uh and so that's why we we're not >> and uh and so that's why we we're not just journalists, right? We we um are just journalists, right? We we um are just journalists, right? We we um are you know we get information that the you know we get information that the you know we get information that the press doesn't get um but for an entirely press doesn't get um but for an entirely press doesn't get um but for an entirely different purpose.

>> Yeah. But then um >> Yeah. But then um >> you know so one of the dudes is arguing >> you know so one of the dudes is arguing >> you know so one of the dudes is arguing uh that well if you know are you saying uh that well if you know are you saying uh that well if you know are you saying that investors retail investors are not that investors retail investors are not that investors retail investors are not uh vested in being right uh vested in being right uh vested in being right and I was thinking depends on who you and I was thinking depends on who you and I was thinking depends on who you yeah of course but maybe you should yeah of course but maybe you should yeah of course but maybe you should listen to Roger more than some bonehead listen to Roger more than some bonehead listen to Roger more than some bonehead who isn't in the room with Roger myself who isn't in the room with Roger myself who isn't in the room with Roger myself and Rob and others who are in the and Rob and others who are in the and Rob and others who are in the analyst community analyst community analyst community >> you know um >> you know um >> you know um it's who are you listening to because it's who are you listening to because it's who are you listening to because yeah you you can but you can invest on yeah you you can but you can invest on yeah you you can but you can invest on headlines but you could be very wrong headlines but you could be very wrong headlines but you could be very wrong and most of most people are going to be and most of most people are going to be and most of most people are going to be wrong and right now if you say anything wrong and right now if you say anything wrong and right now if you say anything negative about AI you have all these um negative about AI you have all these um negative about AI you have all these um investor guys that will troll you right investor guys that will troll you right investor guys that will troll you right >> you don't know what you're talking about >> you don't know what you're talking about >> you don't know what you're talking about and what you're talking about and what you're talking about and what you're talking about >> wow >> wow >> wow >> okay so you're getting your advice from >> okay so you're getting your advice from >> okay so you're getting your advice from a freaking cab driver right a freaking cab driver right a freaking cab driver right and and we don't know what we're talking and and we don't know what we're talking and and we don't know what we're talking about. Okay.

about. Okay. about. Okay. >> Maybe maybe the cab driver does have, >> Maybe maybe the cab driver does have, >> Maybe maybe the cab driver does have, you know, couple, you know, has a you know, couple, you know, has a you know, couple, you know, has a Bloomberg trading desk on the dashboard. Bloomberg trading desk on the dashboard. Bloomberg trading desk on the dashboard. >> I've seen some of those cabs have quite >> I've seen some of those cabs have quite >> I've seen some of those cabs have quite a bit of tech, you know. a bit of tech, you know. a bit of tech, you know. >> Oh, Jesus Christ. >> Oh, Jesus Christ. >> Oh, Jesus Christ. >> The Bloomberg machine, >> The Bloomberg machine, >> The Bloomberg machine, >> you know, just to pick just to pick on >> you know, just to pick just to pick on >> you know, just to pick just to pick on the question of, you know, the retail the question of, you know, the retail the question of, you know, the retail investors [clears throat] have their own investors [clears throat] have their own investors [clears throat] have their own um, you know, benefit to care about. I um, you know, benefit to care about. I um, you know, benefit to care about. I mean, of course, but here's but here's mean, of course, but here's but here's mean, of course, but here's but here's the thing. Grab the average retail the thing. Grab the average retail the thing. Grab the average retail investor against, I don't know, the S&P investor against, I don't know, the S&P investor against, I don't know, the S&P 500 for the last, let's just go five, 10 500 for the last, let's just go five, 10 500 for the last, let's just go five, 10 years, not even 30, and how many have years, not even 30, and how many have years, not even 30, and how many have actually beaten the S&P? And the answer, actually beaten the S&P? And the answer, actually beaten the S&P? And the answer, if you know, is not too many. I think if you know, is not too many. I think if you know, is not too many. I think you fellow analysts are being attacked you fellow analysts are being attacked you fellow analysts are being attacked by the next generation of uh by the next generation of uh by the next generation of uh journalists, analysts that didn't do the journalists, analysts that didn't do the journalists, analysts that didn't do the work that you've done. They don't have work that you've done. They don't have work that you've done. They don't have they don't have the the real expertise. they don't have the the real expertise. they don't have the the real expertise. >> Uh they don't have the experience. They >> Uh they don't have the experience. They >> Uh they don't have the experience. They don't understand nuance and they're full don't understand nuance and they're full don't understand nuance and they're full of cognitive dissonance dissonance.

of cognitive dissonance dissonance. of cognitive dissonance dissonance. >> Pardon my French. I don't speak I don't >> Pardon my French. I don't speak I don't >> Pardon my French. I don't speak I don't speak English either. speak English either. speak English either. >> That's right. >> That's right. >> That's right. >> And this is and this is what we're >> And this is and this is what we're >> And this is and this is what we're seeing. So what do we do? We yell seeing. So what do we do? We yell seeing. So what do we do? We yell louder. We get mad. louder. We get mad. louder. We get mad. >> We we retrieve the word soup that ends >> We we retrieve the word soup that ends >> We we retrieve the word soup that ends in AI. And then people that guy really in AI. And then people that guy really in AI. And then people that guy really knows what he's saying. And it's just me knows what he's saying. And it's just me knows what he's saying. And it's just me putting together sandwich words and putting together sandwich words and putting together sandwich words and distracting you with edge AI socks. Look distracting you with edge AI socks. Look distracting you with edge AI socks. Look at this. at this. at this. >> Edge impulse. Edge impulse. >> Edge impulse. Edge impulse. >> Edge impulse. Edge impulse. >> Wow. You know, I do love you. >> Wow. You know, I do love you. >> Wow. You know, I do love you. >> I know one guy I know one guy who >> I know one guy I know one guy who >> I know one guy I know one guy who doesn't lose any tennis game with these doesn't lose any tennis game with these doesn't lose any tennis game with these socks. socks. socks. >> Yeah, that's right. Those are my lucky >> Yeah, that's right. Those are my lucky >> Yeah, that's right. Those are my lucky socks. Oh, socks. Oh, socks. Oh, >> you know, >> you know, >> you know, >> although I didn't I didn't post the fact >> although I didn't I didn't post the fact >> although I didn't I didn't post the fact that I actually lost last weekend with that I actually lost last weekend with that I actually lost last weekend with those slow. [snorts] those slow. [snorts] those slow. [snorts] >> Oh, >> Oh, >> Oh, I just love that David talked about I just love that David talked about I just love that David talked about these fund managers not beating the S&P these fund managers not beating the S&P these fund managers not beating the S&P 500. It reminds me of my really good 500. It reminds me of my really good 500. It reminds me of my really good friend Gordon Gecko who said, "You know friend Gordon Gecko who said, "You know friend Gordon Gecko who said, "You know why those guy fund managers can't beat why those guy fund managers can't beat why those guy fund managers can't beat the S&P 500? Because they're sheep and the S&P 500? Because they're sheep and the S&P 500? Because they're sheep and sheep get slaughtered.

sheep get slaughtered. sheep get slaughtered. [snorts] [snorts] [snorts] They talk or sheared first, I think. They talk or sheared first, I think. They talk or sheared first, I think. >> Yeah, but the moral of the story, Rob, >> Yeah, but the moral of the story, Rob, >> Yeah, but the moral of the story, Rob, is Gordon Gecko was Gordon Gecko. is Gordon Gecko was Gordon Gecko. is Gordon Gecko was Gordon Gecko. [laughter] [laughter] [laughter] >> I love Gordon. >> I love Gordon. >> I love Gordon. >> Oh, Gordon's my man. How many yachts can >> Oh, Gordon's my man. How many yachts can >> Oh, Gordon's my man. How many yachts can you see? >> Feels like they should. They feels like >> Feels like they should. They feels like they need to reboot that movie and uh they need to reboot that movie and uh they need to reboot that movie and uh bring back Michael Douglas for another bring back Michael Douglas for another bring back Michael Douglas for another >> Michael Douglas is one of my favorite >> Michael Douglas is one of my favorite >> Michael Douglas is one of my favorite actors of all time. The guy rocks. You actors of all time. The guy rocks. You actors of all time. The guy rocks. You know, it's so funny. unrelated to IoT. know, it's so funny. unrelated to IoT. know, it's so funny. unrelated to IoT. That movie was supposed to be a That movie was supposed to be a That movie was supposed to be a cautionary tale and the opposite cautionary tale and the opposite cautionary tale and the opposite happened. All of a sudden, Gordon Gecko happened. All of a sudden, Gordon Gecko happened. All of a sudden, Gordon Gecko became woripped by everybody and all all became woripped by everybody and all all became woripped by everybody and all all these people wanted to go into the stock these people wanted to go into the stock these people wanted to go into the stock game and they're like watching basically game and they're like watching basically game and they're like watching basically they get fired up every morning. First they get fired up every morning. First they get fired up every morning. First you watch Wall Street, then you watch you watch Wall Street, then you watch you watch Wall Street, then you watch Glen Gary, Glenn Roth, then you go out Glen Gary, Glenn Roth, then you go out Glen Gary, Glenn Roth, then you go out there and take no prisoners. there and take no prisoners. there and take no prisoners. >> Then you put on your suspenders and your >> Then you put on your suspenders and your >> Then you put on your suspenders and your >> Yes. Yes. Exactly. Exactly. >> Yes. Yes. Exactly. Exactly. >> Yes. Yes. Exactly. Exactly. You know, there you [clears throat] go.

>> We idolize it. You know, we >> We idolize it. You know, we >> Everybody who buys a lottery ticket >> Everybody who buys a lottery ticket >> Everybody who buys a lottery ticket thinks they're going to win. So, you thinks they're going to win. So, you thinks they're going to win. So, you know, that's that know, that's that know, that's that >> that's true. That's true. >> that's true. That's true. >> that's true. That's true. >> That's why they buy the lottery ticket >> That's why they buy the lottery ticket >> That's why they buy the lottery ticket because they think they're going to win. because they think they're going to win. because they think they're going to win. >> Yeah. >> Yeah. >> Yeah. >> When you tell them that they're not >> When you tell them that they're not >> When you tell them that they're not going to win, they get all going to win, they get all going to win, they get all >> they get pissed off. Yeah. They get >> they get pissed off. Yeah. They get >> they get pissed off. Yeah. They get really And they don't want to hear the really And they don't want to hear the really And they don't want to hear the facts. facts. facts. >> No. >> No. >> No. >> And what they do is they support these >> And what they do is they support these >> And what they do is they support these Yahoos that will feed them the fake Yahoos that will feed them the fake Yahoos that will feed them the fake news. Um and and who are probably paid news. Um and and who are probably paid news. Um and and who are probably paid off. off. off. >> Fake news people. Fake news. >> Fake news people. Fake news. >> Fake news people. Fake news. >> Fake news people. >> Fake news people. >> Fake news people. >> News. >> News. >> News. >> I mean, >> I mean, >> I mean, >> this is all AI generated. This whole >> this is all AI generated. This whole >> this is all AI generated. This whole >> AI generated. It's all fake news. >> AI generated. It's all fake news. >> AI generated. It's all fake news. >> Well, we we be we're beyond fake news >> Well, we we be we're beyond fake news >> Well, we we be we're beyond fake news now. It's it's alternate realities. now. It's it's alternate realities. now. It's it's alternate realities. Everybody is create his own alternate Everybody is create his own alternate Everybody is create his own alternate reality and try to rally people around reality and try to rally people around reality and try to rally people around it. It's actually maybe it's the concept it. It's actually maybe it's the concept it. It's actually maybe it's the concept of a split metaverse. It's not one of a split metaverse. It's not one of a split metaverse. It's not one metaverse, but it's everyone's indiv. metaverse, but it's everyone's indiv. metaverse, but it's everyone's indiv. Yeah, it's Yeah, it's Yeah, it's >> we all have our own created universe. >> we all have our own created universe. >> we all have our own created universe. >> Well, you know, when when the timelines >> Well, you know, when when the timelines >> Well, you know, when when the timelines cross, like nothing ever good came out cross, like nothing ever good came out cross, like nothing ever good came out of that. of that. of that. >> Oh, yeah. You have to do the this thing.

>> Oh, yeah. You have to do the this thing. >> Oh, yeah. You have to do the this thing. >> Yeah. >> Yeah. >> Yeah. >> So, are we the Ghostbusters of AI? >> So, are we the Ghostbusters of AI? >> So, are we the Ghostbusters of AI? [laughter] [laughter] [laughter] >> I don't know. Don't cross the streams, >> I don't know. Don't cross the streams, >> I don't know. Don't cross the streams, buddy. buddy. buddy. >> So, maybe we should create an AI >> So, maybe we should create an AI >> So, maybe we should create an AI busters. Yeah. AI busters. busters. Yeah. AI busters. busters. Yeah. AI busters. >> Busters. Let's make a franchise and launch the Let's make a franchise and launch the movie. movie. movie. >> There you go. >> There you go. >> There you go. >> I'm going to bring back Bill Murray. >> I'm going to bring back Bill Murray. >> I'm going to bring back Bill Murray. >> That sounds like a Sora Sora video in >> That sounds like a Sora Sora video in >> That sounds like a Sora Sora video in the making. the making. the making. >> But about to happen >> But about to happen >> But about to happen today. today. today. >> And we can use a Tesla instead of a >> And we can use a Tesla instead of a >> And we can use a Tesla instead of a Delorean. You know, we can we can patch Delorean. You know, we can we can patch Delorean. You know, we can we can patch we patch a Tesla with a gas engine. So we patch a Tesla with a gas engine. So we patch a Tesla with a gas engine. So be fun. So be fun. So be fun. So >> I would love for somebody electric >> I would love for somebody electric >> I would love for somebody electric >> before anyone beats me to use the words >> before anyone beats me to use the words >> before anyone beats me to use the words physical AI. Look who I was hanging out physical AI. Look who I was hanging out physical AI. Look who I was hanging out with today. with today. with today. >> OH [screaming] >> OH [screaming] >> OH [screaming] >> YEAH. OKAY. LEONARD, what's his name? >> YEAH. OKAY. LEONARD, what's his name? >> YEAH. OKAY. LEONARD, what's his name? Leonard. What's his name? Leonard. What's his name? Leonard. What's his name? [clears throat] [clears throat] [clears throat] >> Dimitrios Pilopoulos. >> Dimitrios Pilopoulos. >> Dimitrios Pilopoulos. >> Dimitrios Filopoulos. How do I Demetrio?

>> Dimitrios Filopoulos. How do I Demetrio? >> Dimitrios Filopoulos. How do I Demetrio? >> Listen for uh for for the joke is that >> Listen for uh for for the joke is that >> Listen for uh for for the joke is that um Leonard met with Demetrius at as as um Leonard met with Demetrius at as as um Leonard met with Demetrius at as as did Rob at a AWS reinvent the other day did Rob at a AWS reinvent the other day did Rob at a AWS reinvent the other day in uh in Vegas. And we have a funny live in uh in Vegas. And we have a funny live in uh in Vegas. And we have a funny live video of Leonard absolutely butchering video of Leonard absolutely butchering video of Leonard absolutely butchering my man's last name. [laughter] my man's last name. [laughter] my man's last name. [laughter] But it's okay. We had a we had a But it's okay. We had a we had a But it's okay. We had a we had a >> he said indometriosis instead [laughter] >> he said indometriosis instead [laughter] >> he said indometriosis instead [laughter] it sound like a newly found viral it sound like a newly found viral it sound like a newly found viral disease [laughter] >> but had a really good chat regarding um >> but had a really good chat regarding um so the non-fake news um you know that so the non-fake news um you know that so the non-fake news um you know that it's funny because he called it physical it's funny because he called it physical it's funny because he called it physical AI AI AI which has a lot to do with robots which has a lot to do with robots which has a lot to do with robots helping humans do tasks. So I'm like, helping humans do tasks. So I'm like, helping humans do tasks. So I'm like, okay, so robots, you know, cobots, like okay, so robots, you know, cobots, like okay, so robots, you know, cobots, like good stuff. Why are we calling it, you good stuff. Why are we calling it, you good stuff. Why are we calling it, you know, physical AI just because you did know, physical AI just because you did know, physical AI just because you did sprink you do sprinkle a little bit of sprink you do sprinkle a little bit of sprink you do sprinkle a little bit of AI somewhere, but why can't we just call AI somewhere, but why can't we just call AI somewhere, but why can't we just call it why do we have to call everything AI it why do we have to call everything AI it why do we have to call everything AI now? Like that's that's the thing.

now? Like that's that's the thing. now? Like that's that's the thing. Because it attracts Because it attracts Because it attracts it attracts investors and money. it attracts investors and money. it attracts investors and money. >> It's a money. It's a money magnet. >> It's a money. It's a money magnet. >> It's a money. It's a money magnet. >> Where's the money? It's always the same >> Where's the money? It's always the same >> Where's the money? It's always the same question. Follow the money. question. Follow the money. question. Follow the money. >> Totally. Everyone was metaverse and they >> Totally. Everyone was metaverse and they >> Totally. Everyone was metaverse and they thought it was people writing checks, thought it was people writing checks, thought it was people writing checks, right? So now they're jumping to AI. So right? So now they're jumping to AI. So right? So now they're jumping to AI. So I've seen a lot of companies don't have I've seen a lot of companies don't have I've seen a lot of companies don't have anything to do with AI. All of a sudden anything to do with AI. All of a sudden anything to do with AI. All of a sudden they're AI company. And they're AI company. And they're AI company. And >> there you go. We got to attract >> there you go. We got to attract >> there you go. We got to attract investors. investors. investors. >> Funding. Funding. Yeah. I don't think >> Funding. Funding. Yeah. I don't think >> Funding. Funding. Yeah. I don't think physical I like the term physical AI. I physical I like the term physical AI. I physical I like the term physical AI. I think it's cool with AI. think it's cool with AI. think it's cool with AI. >> Let's get physical. Yeah. >> Let's get physical. Yeah. >> Let's get physical. Yeah. >> Physical actuators with, you know, >> Physical actuators with, you know, >> Physical actuators with, you know, >> machine learning and stuff. It's it's >> machine learning and stuff. It's it's >> machine learning and stuff. It's it's it's a thing. it's a thing. it's a thing. >> It grounds it. It's it's real world. >> It grounds it. It's it's real world. >> It grounds it. It's it's real world. >> K. And I know when we we remember a >> K. And I know when we we remember a >> K. And I know when we we remember a time, you know, sometimes when you have time, you know, sometimes when you have time, you know, sometimes when you have to put a certain word connected to to put a certain word connected to to put a certain word connected to everything. There was a time in the everything. There was a time in the everything. There was a time in the early 2000s when Microsoft changed the early 2000s when Microsoft changed the early 2000s when Microsoft changed the name of almost every product. It's like name of almost every product. It's like name of almost every product. It's like Windows Server.net, SQL Server.net. net Windows Server.net, SQL Server.net. net Windows Server.net, SQL Server.net. net like everything was net. Remember live? like everything was net. Remember live? like everything was net. Remember live? Remember when we said everything was Remember when we said everything was Remember when we said everything was live?

live? live? >> Windows live >> Windows live >> Windows live >> in the sand live. Windows live. >> in the sand live. Windows live. >> in the sand live. Windows live. >> Messenger live, >> Messenger live, >> Messenger live, >> you know. And in the '9s we use the word >> you know. And in the '9s we use the word >> you know. And in the '9s we use the word active a lot. Active X, Active active a lot. Active X, Active active a lot. Active X, Active Directory, Active this. You activate the Directory, Active this. You activate the Directory, Active this. You activate the internet. Woo, internet. Woo, internet. Woo, >> man. Active Directory. Another big >> man. Active Directory. Another big >> man. Active Directory. Another big Microsoft exist. Microsoft exist. Microsoft exist. >> Yeah. You know, David, David, when you >> Yeah. You know, David, David, when you >> Yeah. You know, David, David, when you say cobots, Yeah. Dave, when you say say cobots, Yeah. Dave, when you say say cobots, Yeah. Dave, when you say cobots, I always think cohiba. Why is cobots, I always think cohiba. Why is cobots, I always think cohiba. Why is that? that? that? because because they are they are one of because because they are they are one of because because they are they are one of the finest cigars available for you know the finest cigars available for you know the finest cigars available for you know cigar people. Um even though I am a cigar people. Um even though I am a cigar people. Um even though I am a little bit biased to Arturo Fuentes uh little bit biased to Arturo Fuentes uh little bit biased to Arturo Fuentes uh what is it? Opus X or something with an what is it? Opus X or something with an what is it? Opus X or something with an X. X. X. >> Yeah. Yeah. >> Yeah. Yeah. >> Yeah. Yeah. >> Good stuff. Yes. Korean cigar. >> Good stuff. Yes. Korean cigar. >> Good stuff. Yes. Korean cigar. >> We all love it. >> We all love it. >> We all love it. >> And it all end ups in smoke. So exactly. >> And it all end ups in smoke. So exactly. >> And it all end ups in smoke. So exactly. I haven't smoke either, I haven't smoke either, I haven't smoke either, >> but I love having a good cigar every >> but I love having a good cigar every >> but I love having a good cigar every once in a while. once in a while. once in a while. >> You forgot next gen. Everything was next >> You forgot next gen. Everything was next >> You forgot next gen. Everything was next gen. We remember gen. We remember gen. We remember >> next. >> next. >> next. >> Next gen.

>> Next gen. >> Next gen. >> Gen. Yeah. Yeah. >> Gen. Yeah. Yeah. >> Gen. Yeah. Yeah. >> Yeah. Next gen. Exactly. What if your >> Yeah. Next gen. Exactly. What if your >> Yeah. Next gen. Exactly. What if your name is Jen? And you're Next Jen. name is Jen? And you're Next Jen. name is Jen? And you're Next Jen. >> I don't know. This thing's just going >> I don't know. This thing's just going >> I don't know. This thing's just going off the rails. [laughter] off the rails. [laughter] off the rails. [laughter] >> Yeah. Well, I I think it's cool cuz >> Yeah. Well, I I think it's cool cuz >> Yeah. Well, I I think it's cool cuz Leonard his image is not frozen, but he Leonard his image is not frozen, but he Leonard his image is not frozen, but he looks like his mouth has been a gap for looks like his mouth has been a gap for looks like his mouth has been a gap for like the last minute. So he looks like like the last minute. So he looks like like the last minute. So he looks like he's passed out over there. It's going he's passed out over there. It's going he's passed out over there. It's going to be a great video to watch. to be a great video to watch. to be a great video to watch. >> It is AI agents that took over. >> It is AI agents that took over. >> It is AI agents that took over. >> No, no, no. I'm I'm I'm just astonished >> No, no, no. I'm I'm I'm just astonished >> No, no, no. I'm I'm I'm just astonished at how um I mean, okay, welcome to IoT at how um I mean, okay, welcome to IoT at how um I mean, okay, welcome to IoT Coffee Talk. Take us seriously Coffee Talk. Take us seriously Coffee Talk. Take us seriously at your own risk and make sure to take at your own risk and make sure to take at your own risk and make sure to take out insurance. If you take any of our out insurance. If you take any of our out insurance. If you take any of our advice, um you're advice, um you're advice, um you're >> you're >> Yeah. Yeah. No, I I'm just astonished at >> Yeah. Yeah. No, I I'm just astonished at how Micro Strategy, their stock has how Micro Strategy, their stock has how Micro Strategy, their stock has taken a massive dump. Um they're taken a massive dump. Um they're taken a massive dump. Um they're [clears throat] down over like 60%. It's [clears throat] down over like 60%. It's [clears throat] down over like 60%. It's like crazy more than that. like crazy more than that. like crazy more than that. >> Um I, you know, they went from a high of >> Um I, you know, they went from a high of >> Um I, you know, they went from a high of 457. We usually don't talk about this 457. We usually don't talk about this 457. We usually don't talk about this kind of crap, by the way, folks. It's kind of crap, by the way, folks. It's kind of crap, by the way, folks. It's just that we have to have occasions to just that we have to have occasions to just that we have to have occasions to laugh at things like this. Uh and then laugh at things like this. Uh and then laugh at things like this. Uh and then now it's at like 177.

now it's at like 177. now it's at like 177. Well, the the major the major assets are Well, the the major the major assets are Well, the the major the major assets are Bitcoin. So, what could possibly go Bitcoin. So, what could possibly go Bitcoin. So, what could possibly go wrong? wrong? wrong? >> Yeah. No, no. I mean, it's just it's >> Yeah. No, no. I mean, it's just it's >> Yeah. No, no. I mean, it's just it's just such a joke. Um, [clears throat] just such a joke. Um, [clears throat] just such a joke. Um, [clears throat] and you know, let's go back to that that and you know, let's go back to that that and you know, let's go back to that that calling everything AI. calling everything AI. calling everything AI. You know, I've been talking to um You know, I've been talking to um You know, I've been talking to um um a a lot of companies these days about um a a lot of companies these days about um a a lot of companies these days about the problem of, you know, everyone AI the problem of, you know, everyone AI the problem of, you know, everyone AI washing is people companies lose their washing is people companies lose their washing is people companies lose their identity. And when leadership puts AI in identity. And when leadership puts AI in identity. And when leadership puts AI in front of everything, when they their front of everything, when they their front of everything, when they their business has nothing to freaking do with business has nothing to freaking do with business has nothing to freaking do with AI, AI, AI, um leadership loses their compass and um leadership loses their compass and um leadership loses their compass and then the organization then the organization then the organization distracted [clears throat] distracted [clears throat] distracted [clears throat] and then the organization starts to go and then the organization starts to go and then the organization starts to go in the wrong direction. Uh and then a in the wrong direction. Uh and then a in the wrong direction. Uh and then a lot of capital and effort is invested in lot of capital and effort is invested in lot of capital and effort is invested in becoming something that they're not. I becoming something that they're not. I becoming something that they're not. I mean, it it's like it's psychotic mean, it it's like it's psychotic mean, it it's like it's psychotic [clears throat] [clears throat] [clears throat] almost. almost. almost. >> Yeah.

>> Yeah. >> Yeah. >> What I'm saying? >> What I'm saying? >> What I'm saying? >> Yeah. When you lose when you lose your >> Yeah. When you lose when you lose your >> Yeah. When you lose when you lose your compass, it's like destroying your compass, it's like destroying your compass, it's like destroying your sweater. sweater. sweater. [laughter] [laughter] [laughter] >> Never mind. >> Never mind. >> Never mind. >> Yeah. What? >> Yeah. What? >> Yeah. What? >> Never mind. >> Never mind. >> Never mind. >> What? >> What? >> What? >> Which movie did this come from? >> Which movie did this come from? >> Which movie did this come from? >> I was just thinking of a song. >> I was just thinking of a song. >> I was just thinking of a song. >> No, I don't know. This is This is in the >> No, I don't know. This is This is in the >> No, I don't know. This is This is in the history of every record. This is the history of every record. This is the history of every record. This is the first one that Rob says that it went first one that Rob says that it went first one that Rob says that it went over my head. So, let me distract us over my head. So, let me distract us over my head. So, let me distract us with a picture of you with a picture of you with a picture of you Pacific Northwest. Pacific Northwest. Pacific Northwest. >> Yeah, y'all did listen to music in the >> Yeah, y'all did listen to music in the >> Yeah, y'all did listen to music in the 90s. All right, never mind. 90s. All right, never mind. 90s. All right, never mind. >> Not apparently not. >> Not apparently not. >> Not apparently not. >> But Leonard, remember every every tech >> But Leonard, remember every every tech >> But Leonard, remember every every tech wave there is always people that do the wave there is always people that do the wave there is always people that do the washing, right? Remember the washing, right? Remember the washing, right? Remember the >> remember digital ready speakers from >> remember digital ready speakers from >> remember digital ready speakers from Radio Shack or you remember like 5G Radio Shack or you remember like 5G Radio Shack or you remember like 5G ready screen protectors or whatever? ready screen protectors or whatever? ready screen protectors or whatever? like like like >> people take that and they slap it on >> people take that and they slap it on >> people take that and they slap it on their their business and they try to their their business and they try to their their business and they try to sell some stuff. But you're right. I sell some stuff. But you're right. I sell some stuff. But you're right. I think companies that change their think companies that change their think companies that change their strategy, you know, I think certainly strategy, you know, I think certainly strategy, you know, I think certainly people that are in the business where AI people that are in the business where AI people that are in the business where AI is going to change their business need is going to change their business need is going to change their business need to get on top of it and use it, right?

to get on top of it and use it, right? to get on top of it and use it, right? So So So >> I got two good examples. Do you remember >> I got two good examples. Do you remember >> I got two good examples. Do you remember the dot era? And as we started to the dot era? And as we started to the dot era? And as we started to collapse, a lot of people everybody the collapse, a lot of people everybody the collapse, a lot of people everybody the name of their companies was blah blah name of their companies was blah blah name of their companies was blah blah blah.com. Amazon.com was the name of the blah.com. Amazon.com was the name of the blah.com. Amazon.com was the name of the company and then as things went into the company and then as things went into the company and then as things went into the collapse, Amazon got rid of the dot and collapse, Amazon got rid of the dot and collapse, Amazon got rid of the dot and then all of a sudden all these companies then all of a sudden all these companies then all of a sudden all these companies started getting rid of the dot in their started getting rid of the dot in their started getting rid of the dot in their name thinking that would save them. Also name thinking that would save them. Also name thinking that would save them. Also during the IoT platform craze, I during the IoT platform craze, I during the IoT platform craze, I remember, you know, when we had our remember, you know, when we had our remember, you know, when we had our Lumada IoT platform and then we had and Lumada IoT platform and then we had and Lumada IoT platform and then we had and then we had some guy who parachuted into then we had some guy who parachuted into then we had some guy who parachuted into Itachi from G Digital after they had Itachi from G Digital after they had Itachi from G Digital after they had collapsed and he was like, I don't think collapsed and he was like, I don't think collapsed and he was like, I don't think I like platforms anymore. And we're I like platforms anymore. And we're I like platforms anymore. And we're like, oh crap, like, oh crap, like, oh crap, >> platform system or it's the Lima >> platform system or it's the Lima >> platform system or it's the Lima whatever. Don't call it a platform and whatever. Don't call it a platform and whatever. Don't call it a platform and maybe they won't kill it. H they killed maybe they won't kill it. H they killed maybe they won't kill it. H they killed it anyway. So people it anyway. So people it anyway. So people >> what's in a name? What's in a name? >> what's in a name? What's in a name? >> what's in a name? What's in a name? >> But do you know why? >> But do you know why? >> But do you know why? >> Do you know why a guy come coming from G >> Do you know why a guy come coming from G >> Do you know why a guy come coming from G digital would prefer to use platform?

digital would prefer to use platform? digital would prefer to use platform? >> The reason >> The reason >> The reason >> the reason Yeah. But the reason is we >> the reason Yeah. But the reason is we >> the reason Yeah. But the reason is we didn't call predicts a platform. We didn't call predicts a platform. We didn't call predicts a platform. We called it an operating system. called it an operating system. called it an operating system. >> Oh. When companies call their product an >> Oh. When companies call their product an >> Oh. When companies call their product an operating system, it makes me vomit in operating system, it makes me vomit in operating system, it makes me vomit in my mouth. [laughter] my mouth. [laughter] my mouth. [laughter] >> And I just just a little bit. Just a >> And I just just a little bit. Just a >> And I just just a little bit. Just a little bit. I throw up in my mouth just little bit. I throw up in my mouth just little bit. I throw up in my mouth just a little bit. Unless you're actually a little bit. Unless you're actually a little bit. Unless you're actually Unless you're actually making an Unless you're actually making an Unless you're actually making an operating system. operating system. operating system. >> Yeah. So I and I I tried to fight that >> Yeah. So I and I I tried to fight that >> Yeah. So I and I I tried to fight that but I was not very successful. But so but I was not very successful. But so but I was not very successful. But so that's probably the idea. The guy was that's probably the idea. The guy was that's probably the idea. The guy was frustrated that he had to call it your frustrated that he had to call it your frustrated that he had to call it your operating system because Dimmitri was operating system because Dimmitri was operating system because Dimmitri was bashing on him all the time. So he said, bashing on him all the time. So he said, bashing on him all the time. So he said, "Oh no, I'm going to Itachi. I'm going "Oh no, I'm going to Itachi. I'm going "Oh no, I'm going to Itachi. I'm going to call it platform." [snorts] to call it platform." [snorts] to call it platform." [snorts] >> Building the operating system for >> Building the operating system for >> Building the operating system for digital twins, whatever. digital twins, whatever. digital twins, whatever. >> Yeah. Yeah. No, I I didn't have as much >> Yeah. Yeah. No, I I didn't have as much >> Yeah. Yeah. No, I I didn't have as much problem technically with the idea of problem technically with the idea of problem technically with the idea of platform. What I thought was really um platform. What I thought was really um platform. What I thought was really um annoying first off and maybe you know annoying first off and maybe you know annoying first off and maybe you know misguided was the HBS talk about misguided was the HBS talk about misguided was the HBS talk about platforms. I thought that was kind of a platforms. I thought that was kind of a platforms. I thought that was kind of a joke. So, you know, where you have joke. So, you know, where you have joke. So, you know, where you have legitimate technical lingo legitimate technical lingo legitimate technical lingo uh being appropriated by, you know, uh being appropriated by, you know, uh being appropriated by, you know, these HBS guys and they come up with these HBS guys and they come up with these HBS guys and they come up with some, you know, these professors come up some, you know, these professors come up some, you know, these professors come up with some, you know, far-fetched theory with some, you know, far-fetched theory with some, you know, far-fetched theory about business transformation. That's about business transformation. That's about business transformation. That's where I think things become a problem.

where I think things become a problem. where I think things become a problem. And then everyone thinks that they have And then everyone thinks that they have And then everyone thinks that they have to have a platform all of a sudden. It's to have a platform all of a sudden. It's to have a platform all of a sudden. It's like, no, you don't have to. like, no, you don't have to. like, no, you don't have to. >> Everybody's got a platform for the >> Everybody's got a platform for the >> Everybody's got a platform for the internet. It's like what the hell are internet. It's like what the hell are internet. It's like what the hell are you saying? It's like let companies you saying? It's like let companies you saying? It's like let companies focus on old school stuff, your core focus on old school stuff, your core focus on old school stuff, your core competencies. Focus on delivering value competencies. Focus on delivering value competencies. Focus on delivering value to your customers. And as soon as you to your customers. And as soon as you to your customers. And as soon as you start to lose that focus, your business start to lose that focus, your business start to lose that focus, your business is screwed. And you know, I I actually is screwed. And you know, I I actually is screwed. And you know, I I actually had David Lynn yesterday. Um he was on had David Lynn yesterday. Um he was on had David Lynn yesterday. Um he was on um my podcast. We recorded it. I'm going um my podcast. We recorded it. I'm going um my podcast. We recorded it. I'm going to release it. you know, he has some we to release it. you know, he has some we to release it. you know, he has some we had some really good discussions about had some really good discussions about had some really good discussions about exactly this and you know, our reactions exactly this and you know, our reactions exactly this and you know, our reactions to reinvent. Um, there was so much agent to reinvent. Um, there was so much agent to reinvent. Um, there was so much agent agentic AI washing. Um, you know, and agentic AI washing. Um, you know, and agentic AI washing. Um, you know, and there was only 10 10 minutes, right, on there was only 10 10 minutes, right, on there was only 10 10 minutes, right, on Matt Garmin's presentation about their Matt Garmin's presentation about their Matt Garmin's presentation about their core business. It was almost like, core business. It was almost like, core business. It was almost like, dudes, are you guys like distracted from dudes, are you guys like distracted from dudes, are you guys like distracted from your core business? you only gave it 10 your core business? you only gave it 10 your core business? you only gave it 10 minutes. And their whole story could minutes. And their whole story could minutes. And their whole story could have been, look, we've been working with have been, look, we've been working with have been, look, we've been working with this AI stuff, okay? We've been working this AI stuff, okay? We've been working this AI stuff, okay? We've been working with our customers. We're actually out with our customers. We're actually out with our customers. We're actually out in the field working with them with in the field working with them with in the field working with them with this. And you know what? It's hard. And this. And you know what? It's hard. And this. And you know what? It's hard. And oh, by the way, nobody is arguing that oh, by the way, nobody is arguing that oh, by the way, nobody is arguing that enterprise AI, industrial AI adoption is enterprise AI, industrial AI adoption is enterprise AI, industrial AI adoption is much slower than all these talking heads much slower than all these talking heads much slower than all these talking heads were telling everyone that will be, were telling everyone that will be, were telling everyone that will be, right? What?

right? What? right? What? >> And then they're going to >> And then they're going to >> And then they're going to Yeah, Yeah, Yeah, >> Ela is already showing me that we've got >> Ela is already showing me that we've got >> Ela is already showing me that we've got agents at service now. He did. And agents at service now. He did. And agents at service now. He did. And Matthew McConn, [laughter] Matthew McConn, [laughter] Matthew McConn, [laughter] it's Matthew McConn is like, it's Matthew McConn is like, it's Matthew McConn is like, >> "Yeah, >> "Yeah, >> "Yeah, >> restaurant reservation." He's in the >> restaurant reservation." He's in the >> restaurant reservation." He's in the rain. rain. rain. >> He's in the rain and the other guy's in >> He's in the rain and the other guy's in >> He's in the rain and the other guy's in the restaurant and it's because of their the restaurant and it's because of their the restaurant and it's because of their AI. AI. AI. >> Okay. No, no. They're everywhere >> Okay. No, no. They're everywhere >> Okay. No, no. They're everywhere already. Billions of agents. Billions. I already. Billions of agents. Billions. I already. Billions of agents. Billions. I I'm glad you reminded us. We're We are I'm glad you reminded us. We're We are I'm glad you reminded us. We're We are so so so >> a billion agents. >> a billion agents. >> a billion agents. >> Million one million agents. [laughter] >> Yeah. Um but you know, >> Yeah. Um but you know, that's not even where their customers that's not even where their customers that's not even where their customers are today, you know, uh like all this are today, you know, uh like all this are today, you know, uh like all this agentic stuff that they put up there. agentic stuff that they put up there. agentic stuff that they put up there. And I'm not I'm not going to And I'm not I'm not going to And I'm not I'm not going to uh I'm not going to single out um I'm uh I'm not going to single out um I'm uh I'm not going to single out um I'm singling out AWS right now, but this singling out AWS right now, but this singling out AWS right now, but this goes for the rest of them, too. Cuz at goes for the rest of them, too. Cuz at goes for the rest of them, too. Cuz at Ignite, it was the same nonsense. Uh Ignite, it was the same nonsense. Uh Ignite, it was the same nonsense. Uh Google's, you know, XYZ, it was the same Google's, you know, XYZ, it was the same Google's, you know, XYZ, it was the same nonsense. But for AWS, I mean, you guys nonsense. But for AWS, I mean, you guys nonsense. But for AWS, I mean, you guys are they're like the king of the cloud are they're like the king of the cloud are they're like the king of the cloud mountain and they're they're not mountain and they're they're not mountain and they're they're not emphasizing cloud when when you think emphasizing cloud when when you think emphasizing cloud when when you think about it, you really do need to make about it, you really do need to make about it, you really do need to make this cloud native transition in order this cloud native transition in order this cloud native transition in order for Aentic to work. And the problem is a for Aentic to work. And the problem is a for Aentic to work. And the problem is a lot of people don't know how Aentic AI lot of people don't know how Aentic AI lot of people don't know how Aentic AI is deployed, how it works, is deployed, how it works, is deployed, how it works, but they're going all in on this with but they're going all in on this with but they're going all in on this with their priorities. And you know what?

their priorities. And you know what? their priorities. And you know what? This is where this this is going to be This is where this this is going to be This is where this this is going to be the lesson learned in 2026. Holy crap. the lesson learned in 2026. Holy crap. the lesson learned in 2026. Holy crap. We're not ready for this. We're not ready for this. We're not ready for this. >> Wait, wait. I know how agents are >> Wait, wait. I know how agents are >> Wait, wait. I know how agents are deployed. Use the little setup wizard deployed. Use the little setup wizard deployed. Use the little setup wizard and you click next. And then there's the and you click next. And then there's the and you click next. And then there's the ula that you don't read and you say, ula that you don't read and you say, ula that you don't read and you say, "Yeah, next "Yeah, next "Yeah, next >> installs on Windows. That's how you >> installs on Windows. That's how you >> installs on Windows. That's how you deploy agents, right?" deploy agents, right?" deploy agents, right?" >> No problem. >> No problem. >> No problem. >> It's It's really if this then that. But >> It's It's really if this then that. But >> It's It's really if this then that. But if I'm selling cloud and managed if I'm selling cloud and managed if I'm selling cloud and managed services and advisory, Andy Jesse's services and advisory, Andy Jesse's services and advisory, Andy Jesse's pockets are just fattening. I can call pockets are just fattening. I can call pockets are just fattening. I can call it whatever I want. it whatever I want. it whatever I want. >> Rob, I think you came up with a new >> Rob, I think you came up with a new >> Rob, I think you came up with a new product for the install shield, folks. product for the install shield, folks. product for the install shield, folks. The install shield for agents. The install shield for agents. The install shield for agents. >> No, but you don't do that anymore. >> No, but you don't do that anymore. >> No, but you don't do that anymore. >> Yeah, we're bringing the stall shield >> Yeah, we're bringing the stall shield >> Yeah, we're bringing the stall shield back to life, baby. back to life, baby. back to life, baby. >> No, Rob, you're wrong. You don't do that >> No, Rob, you're wrong. You don't do that >> No, Rob, you're wrong. You don't do that anymore. You just use an AI agent to anymore. You just use an AI agent to anymore. You just use an AI agent to deploy DI agents. That's the most deploy DI agents. That's the most deploy DI agents. That's the most logical thing to do. logical thing to do. logical thing to do. Oh, Oh, Oh, >> I think I'm going to single-handedly >> I think I'm going to single-handedly >> I think I'm going to single-handedly over the holidays, I'm going to write over the holidays, I'm going to write over the holidays, I'm going to write some code for our if this then that some code for our if this then that some code for our if this then that agents to compete against AI agents. And agents to compete against AI agents. And agents to compete against AI agents. And I will use Install Shield to install it I will use Install Shield to install it I will use Install Shield to install it on Windows. And let's see who wins. I'm on Windows. And let's see who wins. I'm on Windows. And let's see who wins. I'm going to bet on the billions of people going to bet on the billions of people going to bet on the billions of people that run Windows who understand that that run Windows who understand that that run Windows who understand that versus this ambiguous Idris Ilba, you versus this ambiguous Idris Ilba, you versus this ambiguous Idris Ilba, you know, Matthew McConna thing that's going know, Matthew McConna thing that's going know, Matthew McConna thing that's going to happen. I don't believe it. You know, to happen. I don't believe it. You know, to happen. I don't believe it. You know, I think we're going to win with I think we're going to win with I think we're going to win with deterministic agents. determinist deterministic agents. determinist deterministic agents. determinist >> like a calculator. It's the four >> like a calculator. It's the four >> like a calculator. It's the four function calculator of the future. And function calculator of the future. And function calculator of the future. And [laughter] [laughter] [laughter] >> and they all lead you to the good old

>> and they all lead you to the good old >> and they all lead you to the good old blue screen. [clears throat] blue screen. [clears throat] blue screen. [clears throat] >> You're lucky. >> You're lucky. >> You're lucky. >> Now that's what I call an operating >> Now that's what I call an operating >> Now that's what I call an operating system. system. system. >> Exactly. >> Exactly. >> Exactly. >> Oh yeah. Oh yeah. Absolutely. >> Oh yeah. Oh yeah. Absolutely. >> Oh yeah. Oh yeah. Absolutely. >> Blue screen. It's not an operating >> Blue screen. It's not an operating >> Blue screen. It's not an operating system. system. system. >> That's right. That's right. You know, >> That's right. That's right. You know, >> That's right. That's right. You know, they're going to take my stuff up in they're going to take my stuff up in they're going to take my stuff up in spaceships. Not that probabilistic. It spaceships. Not that probabilistic. It spaceships. Not that probabilistic. It might work 90% of the time on might work 90% of the time on might work 90% of the time on spaceships. spaceships. spaceships. >> And to our to our listeners, we are not >> And to our to our listeners, we are not >> And to our to our listeners, we are not advising you to buy SpaceX stock. Okay. advising you to buy SpaceX stock. Okay. advising you to buy SpaceX stock. Okay. Not Not Not >> this is a great time to remind our >> this is a great time to remind our >> this is a great time to remind our listeners. listeners. listeners. >> Rob, you are going to be accused of >> Rob, you are going to be accused of >> Rob, you are going to be accused of insider training if you're putting some insider training if you're putting some insider training if you're putting some space things at the time that we're space things at the time that we're space things at the time that we're talking about putting SpaceX into IPOs talking about putting SpaceX into IPOs talking about putting SpaceX into IPOs and be careful. and be careful. and be careful. >> No, that's why you have to be >> No, that's why you have to be >> No, that's why you have to be independent. Um, yeah. independent. Um, yeah. independent. Um, yeah. Do not make financial decisions or Do not make financial decisions or Do not make financial decisions or healthcare decisions based on any healthcare decisions based on any healthcare decisions based on any information you hear on this show. Ever. information you hear on this show. Ever. information you hear on this show. Ever. You're welcome. You're welcome. You're welcome. >> Your fault. >> Your fault. >> Your fault. >> Ever. >> Ever. >> Ever. >> Hey Debbie, what what were you saying?

>> Hey Debbie, what what were you saying? >> Hey Debbie, what what were you saying? >> Yeah, I agree. I agree. the um the thing >> Yeah, I agree. I agree. the um the thing >> Yeah, I agree. I agree. the um the thing that you were saying about people trying that you were saying about people trying that you were saying about people trying to to uh lead with AI to to uh lead with AI to to uh lead with AI um you know um you know um you know they're hoping fingers crossed it's like they're hoping fingers crossed it's like they're hoping fingers crossed it's like okay if we keep uh turning and throwing okay if we keep uh turning and throwing okay if we keep uh turning and throwing money at it we're going to be able to do money at it we're going to be able to do money at it we're going to be able to do it but they know that their data is it but they know that their data is it but they know that their data is trash and they can't it's never going to trash and they can't it's never going to trash and they can't it's never going to get better. So it's like uh a lot of get better. So it's like uh a lot of get better. So it's like uh a lot of them want to achieve it but they will them want to achieve it but they will them want to achieve it but they will not they cannot achieve what they want not they cannot achieve what they want not they cannot achieve what they want to. to. to. >> There you go. >> There you go. >> There you go. >> Yeah. >> Yeah. >> Yeah. >> Your data is trash. >> Your data is trash. >> Your data is trash. Your data is trash. You know you need to Your data is trash. You know you need to Your data is trash. You know you need to do some data engineering and check do some data engineering and check do some data engineering and check yourself. yourself. yourself. remember remember the good old days when remember remember the good old days when remember remember the good old days when we would recognize that let's just pick we would recognize that let's just pick we would recognize that let's just pick uh um Rob's uh friends in the oil and uh um Rob's uh friends in the oil and uh um Rob's uh friends in the oil and gas industry or some of our uh gas industry or some of our uh gas industry or some of our uh manufacturing friends manufacturing friends manufacturing friends >> where we would just say listen >> where we would just say listen >> where we would just say listen >> you're not missing data you have all the >> you're not missing data you have all the >> you're not missing data you have all the data you need you already have it exists data you need you already have it exists data you need you already have it exists it's not together but it already exists it's not together but it already exists it's not together but it already exists what you need is insights so where is what you need is insights so where is what you need is insights so where is the AGI Sprinkle Juice, the LLM and uh the AGI Sprinkle Juice, the LLM and uh the AGI Sprinkle Juice, the LLM and uh and what is it and an MCP that just lets and what is it and an MCP that just lets and what is it and an MCP that just lets an operator with a keyboard and not even an operator with a keyboard and not even an operator with a keyboard and not even fast typing like pecking like how do I

fast typing like pecking like how do I fast typing like pecking like how do I reduce downtime 80% enter where's that reduce downtime 80% enter where's that reduce downtime 80% enter where's that where's that right we need that where's that right we need that where's that right we need that >> but you >> but you >> but you sprinkle juice sprinkle juice sprinkle juice >> give you ACI SPRINKLES JUICE. YOU'RE >> give you ACI SPRINKLES JUICE. YOU'RE >> give you ACI SPRINKLES JUICE. YOU'RE GOING TO GET IT SUNDAY. SUNDAY. SUNDAY. GOING TO GET IT SUNDAY. SUNDAY. SUNDAY. GOING TO GET IT SUNDAY. SUNDAY. SUNDAY. Come on down. Get your hi sprinkle Come on down. Get your hi sprinkle Come on down. Get your hi sprinkle juice. juice. juice. >> Oh yeah. >> Oh yeah. >> Oh yeah. >> We [clears throat] are We are dealing. >> We [clears throat] are We are dealing. >> We [clears throat] are We are dealing. We'll accept your trade on your We'll accept your trade on your We'll accept your trade on your non-deterministic non-deterministic non-deterministic data and give you some hi sprinkle data and give you some hi sprinkle data and give you some hi sprinkle juice. You're going to walk off the lot. juice. You're going to walk off the lot. juice. You're going to walk off the lot. You're going to love it. [laughter] You're going to love it. [laughter] You're going to love it. [laughter] >> But but but more most seriously, David, >> But but but more most seriously, David, >> But but but more most seriously, David, we we talked about that when we made the we we talked about that when we made the we we talked about that when we made the episode about about Oracle. The fun episode about about Oracle. The fun episode about about Oracle. The fun fundamental problem you describe fundamental problem you describe fundamental problem you describe with what you describe is that when with what you describe is that when with what you describe is that when Larson shows up and say, "Oh, we have Larson shows up and say, "Oh, we have Larson shows up and say, "Oh, we have all this data in databases and we're all this data in databases and we're all this data in databases and we're going to put AI on top and it's going to going to put AI on top and it's going to going to put AI on top and it's going to work." No, it doesn't because geni is work." No, it doesn't because geni is work." No, it doesn't because geni is good at text data. It is not good at good at text data. It is not good at good at text data. It is not good at data with structure because we couldn't data with structure because we couldn't data with structure because we couldn't process with machine text data. So until process with machine text data. So until process with machine text data. So until there is a way to actually map this there is a way to actually map this there is a way to actually map this nonext data to something that is nonext data to something that is nonext data to something that is language that geni can use there's no language that geni can use there's no language that geni can use there's no way to ask about those insight way to ask about those insight way to ask about those insight automatically this technology can automatically this technology can automatically this technology can >> tell me that Larry Ellison cannot read >> tell me that Larry Ellison cannot read >> tell me that Larry Ellison cannot read machines schematics PLC IO connections machines schematics PLC IO connections machines schematics PLC IO connections and none of that stuff out and none of that stuff out and none of that stuff out >> he has he has provided a real database >> he has he has provided a real database >> he has he has provided a real database that was the most misused product in the

that was the most misused product in the that was the most misused product in the whole story of technology because people whole story of technology because people whole story of technology because people was incapable of designing proper was incapable of designing proper was incapable of designing proper schemas for the databases. I know I was schemas for the databases. I know I was schemas for the databases. I know I was 20 years in this business. So this data 20 years in this business. So this data 20 years in this business. So this data is a mess. So good luck putting that is a mess. So good luck putting that is a mess. So good luck putting that into J. By the way, nobody has answer into J. By the way, nobody has answer into J. By the way, nobody has answer that question yet. You know, there are that question yet. You know, there are that question yet. You know, there are some research. some research. some research. >> Well, no, we have an IoT coffee talk cuz >> Well, no, we have an IoT coffee talk cuz >> Well, no, we have an IoT coffee talk cuz you know I mentioned um more than a year you know I mentioned um more than a year you know I mentioned um more than a year and a half ago that this is about and a half ago that this is about and a half ago that this is about knowledge. It's not just about um data. knowledge. It's not just about um data. knowledge. It's not just about um data. But you're absolutely right. And the the But you're absolutely right. And the the But you're absolutely right. And the the the funny thing about these agentic the funny thing about these agentic the funny thing about these agentic frameworks is that they're just frameworks is that they're just frameworks is that they're just extending what they've done with extending what they've done with extending what they've done with reasoning models out into sort of the reasoning models out into sort of the reasoning models out into sort of the cyberphysical type of realm where but um cyberphysical type of realm where but um cyberphysical type of realm where but um these uh these agents now have to have these uh these agents now have to have these uh these agents now have to have that translation layer that you're that translation layer that you're that translation layer that you're talking about right Dimmitri uh and all talking about right Dimmitri uh and all talking about right Dimmitri uh and all this talk about MCP is to figure out how this talk about MCP is to figure out how this talk about MCP is to figure out how to create what we used to call uh to create what we used to call uh to create what we used to call uh retriever vers in the um you know the retriever vers in the um you know the retriever vers in the um you know the heyday of uh you know rag that's kind of heyday of uh you know rag that's kind of heyday of uh you know rag that's kind of all they are and um people are just all they are and um people are just all they are and um people are just going bonkers about this stuff and going bonkers about this stuff and going bonkers about this stuff and you're you know all people are doing is you're you know all people are doing is you're you know all people are doing is putting another layer of lipstick on top putting another layer of lipstick on top putting another layer of lipstick on top of this pig and at the end of the day of this pig and at the end of the day of this pig and at the end of the day all of this is starting to look a lot all of this is starting to look a lot all of this is starting to look a lot like a even more complicated RPA like a even more complicated RPA like a even more complicated RPA framework than we had before and all of framework than we had before and all of framework than we had before and all of these guys are including now scripting

these guys are including now scripting these guys are including now scripting inside of these agents so that you can inside of these agents so that you can inside of these agents so that you can like what you know Rob jokingly alluded like what you know Rob jokingly alluded like what you know Rob jokingly alluded to um you can infuse determinism into to um you can infuse determinism into to um you can infuse determinism into their their actions right and so you their their actions right and so you their their actions right and so you know one of the things that David and I know one of the things that David and I know one of the things that David and I talk about you know on the podcast that talk about you know on the podcast that talk about you know on the podcast that I cut increasingly I cut increasingly I cut increasingly LLMs are being constrained and their LLMs are being constrained and their LLMs are being constrained and their agency taken away That is the complete agency taken away That is the complete agency taken away That is the complete antithesis of what the original antithesis of what the original antithesis of what the original assumption was and what people banked on assumption was and what people banked on assumption was and what people banked on 3 years ago. The idea was that these 3 years ago. The idea was that these 3 years ago. The idea was that these things can just go out and intelligently things can just go out and intelligently things can just go out and intelligently and without any assistance do, you know, and without any assistance do, you know, and without any assistance do, you know, give you the outcome you're looking for. give you the outcome you're looking for. give you the outcome you're looking for. I know that sounds really ignorant I know that sounds really ignorant I know that sounds really ignorant today. Um, it should sound ignorant today. Um, it should sound ignorant today. Um, it should sound ignorant today, but that was what the today, but that was what the today, but that was what the expectations people were running with expectations people were running with expectations people were running with when they made these FOMO bets early on, when they made these FOMO bets early on, when they made these FOMO bets early on, right? And so this is why time is right? And so this is why time is right? And so this is why time is important. We need to understand um how important. We need to understand um how important. We need to understand um how the discourse has transpired and changed the discourse has transpired and changed the discourse has transpired and changed over time. And because we've been more over time. And because we've been more over time. And because we've been more grounded in the way that we've been grounded in the way that we've been grounded in the way that we've been looking at this stuff, we have a better looking at this stuff, we have a better looking at this stuff, we have a better perspective. This is a perspective that perspective. This is a perspective that perspective. This is a perspective that people who are drinking too late don't people who are drinking too late don't people who are drinking too late don't have. Absolutely don't have.

have. Absolutely don't have. have. Absolutely don't have. >> And so this is a rare pos um you know >> And so this is a rare pos um you know >> And so this is a rare pos um you know situation or a position. situation or a position. situation or a position. >> Yeah. Leonard sometimes when you're >> Yeah. Leonard sometimes when you're >> Yeah. Leonard sometimes when you're talking and you say all these words I talking and you say all these words I talking and you say all these words I feel like I'm watching an episode of In feel like I'm watching an episode of In feel like I'm watching an episode of In Living Color and it's Damon weighins Living Color and it's Damon weighins Living Color and it's Damon weighins just saying crazy big words and that's just saying crazy big words and that's just saying crazy big words and that's what it sounds like to me. It's like in what it sounds like to me. It's like in what it sounds like to me. It's like in living color, which actually I miss living color, which actually I miss living color, which actually I miss those days very much. [laughter] Um, those days very much. [laughter] Um, those days very much. [laughter] Um, wow. You know what? If what if your pig wow. You know what? If what if your pig wow. You know what? If what if your pig is named Wilbur? You know that lipstick is named Wilbur? You know that lipstick is named Wilbur? You know that lipstick you're putting on the pig? What if you're putting on the pig? What if you're putting on the pig? What if that's some pig? You know, never mind. that's some pig? You know, never mind. that's some pig? You know, never mind. You didn't get to Charlotte. You didn't get to Charlotte. You didn't get to Charlotte. >> I know. We got I got >> I know. We got I got >> I know. We got I got >> All right. Okay. Oh, that's You've got >> All right. Okay. Oh, that's You've got >> All right. Okay. Oh, that's You've got little kids. You know about You know little kids. You know about You know little kids. You know about You know what's weird is like I'm just sitting what's weird is like I'm just sitting what's weird is like I'm just sitting here in the parking lot looking around. here in the parking lot looking around. here in the parking lot looking around. I see traffic on the freeway. I see I see traffic on the freeway. I see I see traffic on the freeway. I see people living out their lives, Mr. people living out their lives, Mr. people living out their lives, Mr. Anderson. and going to the gas station, Anderson. and going to the gas station, Anderson. and going to the gas station, going to lunch, doing the thing. And going to lunch, doing the thing. And going to lunch, doing the thing. And most of these people, let's say 99% of most of these people, let's say 99% of most of these people, let's say 99% of them don't know or care anything about them don't know or care anything about them don't know or care anything about this AI stuff or the race to AGI. this AI stuff or the race to AGI. this AI stuff or the race to AGI. They're just living their lives and it They're just living their lives and it They're just living their lives and it doesn't impact them at all.

doesn't impact them at all. doesn't impact them at all. >> I It's just funny to me. You know, it >> I It's just funny to me. You know, it >> I It's just funny to me. You know, it goes back to the future is here, but goes back to the future is here, but goes back to the future is here, but it's not evenly distributed. We could it's not evenly distributed. We could it's not evenly distributed. We could reach AGI tomorrow, but how long would reach AGI tomorrow, but how long would reach AGI tomorrow, but how long would it take for it to impact and go it take for it to impact and go it take for it to impact and go throughout all of society? You know what throughout all of society? You know what throughout all of society? You know what I mean? I mean? I mean? >> Well, if you if you ask the folks that >> Well, if you if you ask the folks that >> Well, if you if you ask the folks that have recently in the last year have have recently in the last year have have recently in the last year have gotten a data center deployed in their gotten a data center deployed in their gotten a data center deployed in their neighborhood, you can ask him two neighborhood, you can ask him two neighborhood, you can ask him two questions. You can ask them, hey, number questions. You can ask them, hey, number questions. You can ask them, hey, number one, what are your thoughts about your one, what are your thoughts about your one, what are your thoughts about your electricity bill, if any, and number electricity bill, if any, and number electricity bill, if any, and number two, hey, [clears throat] any concerns two, hey, [clears throat] any concerns two, hey, [clears throat] any concerns about your water supply? They I'm just about your water supply? They I'm just about your water supply? They I'm just going to leave the questions. going to leave the questions. going to leave the questions. >> Yeah. Yeah. >> Yeah. Yeah. >> Yeah. Yeah. >> People are being affected. It's just >> People are being affected. It's just >> People are being affected. It's just that, you know, not not in the that, you know, not not in the that, you know, not not in the particular parking lot you're sitting particular parking lot you're sitting particular parking lot you're sitting on, right? It's if you look on the on, right? It's if you look on the on, right? It's if you look on the behind Bies, there's issues back there, behind Bies, there's issues back there, behind Bies, there's issues back there, Rob. Rob. Rob. >> No, I AI is on your phone. It's on your >> No, I AI is on your phone. It's on your >> No, I AI is on your phone. It's on your iPhone. It It's been on devices forever. iPhone. It It's been on devices forever. iPhone. It It's been on devices forever. It's just people talk about all this It's just people talk about all this It's just people talk about all this stuff stuff stuff >> incorrectly. Um they're, you know, >> incorrectly. Um they're, you know, >> incorrectly. Um they're, you know, they're being they're delusional. They they're being they're delusional. They they're being they're delusional. They don't understand. I mean, it's flat out don't understand. I mean, it's flat out don't understand. I mean, it's flat out that's what's and they've been that's what's and they've been that's what's and they've been misinformed for, you know, years about misinformed for, you know, years about misinformed for, you know, years about this stuff. It's plain and simple. I this stuff. It's plain and simple. I this stuff. It's plain and simple. I mean, I don't think it's more mean, I don't think it's more mean, I don't think it's more complicated than that. People have been complicated than that. People have been complicated than that. People have been misinformed and misguided about all the misinformed and misguided about all the misinformed and misguided about all the stuff while it's doing useful stuff in stuff while it's doing useful stuff in stuff while it's doing useful stuff in your life today. You know what I'm your life today. You know what I'm your life today. You know what I'm saying?

saying? saying? >> Remember that >> Remember that >> Remember that >> the amount of energy that it takes to >> the amount of energy that it takes to >> the amount of energy that it takes to make that it takes to make a lie a BS make that it takes to make a lie a BS make that it takes to make a lie a BS >> uh and then the amount of energy that >> uh and then the amount of energy that >> uh and then the amount of energy that takes to correct and refute and state takes to correct and refute and state takes to correct and refute and state the facts is exponentially more than the facts is exponentially more than the facts is exponentially more than than the garbage. So, it's it's tiring. than the garbage. So, it's it's tiring. than the garbage. So, it's it's tiring. >> Yeah. Yeah, totally. >> Yeah. Yeah, totally. >> Yeah. Yeah, totally. >> So, >> So, >> So, >> yeah. Wow. We don't know what to talk >> yeah. Wow. We don't know what to talk >> yeah. Wow. We don't know what to talk about anymore now. about anymore now. about anymore now. >> No, we do actually. Debbie, um uh what >> No, we do actually. Debbie, um uh what >> No, we do actually. Debbie, um uh what do you I I was just curious because, you do you I I was just curious because, you do you I I was just curious because, you know, I saw this um podcast. There's a know, I saw this um podcast. There's a know, I saw this um podcast. There's a webinar on Duo, Cisco's Duo, you know, webinar on Duo, Cisco's Duo, you know, webinar on Duo, Cisco's Duo, you know, their IDM their IDM their IDM um um you know, offering and it was um um you know, offering and it was um um you know, offering and it was about aic and I thought was really about aic and I thought was really about aic and I thought was really really good. Um, but it was oddly super really good. Um, but it was oddly super really good. Um, but it was oddly super grounded, you know, cuz like other grounded, you know, cuz like other grounded, you know, cuz like other companies, Cisco likes to pump the AI companies, Cisco likes to pump the AI companies, Cisco likes to pump the AI hype mach, you know, pump, but um, yeah, hype mach, you know, pump, but um, yeah, hype mach, you know, pump, but um, yeah, I mean, what are some of the things that I mean, what are some of the things that I mean, what are some of the things that you're seeing on the agentic security you're seeing on the agentic security you're seeing on the agentic security side? I are are you seeing anything that side? I are are you seeing anything that side? I are are you seeing anything that gives you hope that gives you hope that gives you hope that any of this stuff is going to actually any of this stuff is going to actually any of this stuff is going to actually happen next year? Uh, not really.

happen next year? Uh, not really. happen next year? Uh, not really. >> Huh? >> Huh? >> Huh? >> Not really. Not really. I think people >> Not really. Not really. I think people >> Not really. Not really. I think people are playing around with it, trying to, are playing around with it, trying to, are playing around with it, trying to, you know, they're they're uh mesmerized you know, they're they're uh mesmerized you know, they're they're uh mesmerized by the term. Uh, they're figuring out by the term. Uh, they're figuring out by the term. Uh, they're figuring out what that actually means within their what that actually means within their what that actually means within their organization. Um, I think one of the big organization. Um, I think one of the big organization. Um, I think one of the big problems people have is that when you problems people have is that when you problems people have is that when you try to make a AI the marquee item, it's try to make a AI the marquee item, it's try to make a AI the marquee item, it's hard to come up with something that's hard to come up with something that's hard to come up with something that's useful is actually sexy. useful is actually sexy. useful is actually sexy. So uh I think I think probably next year So uh I think I think probably next year So uh I think I think probably next year to be people trying to figure out okay to be people trying to figure out okay to be people trying to figure out okay well can I even use this? Does it make well can I even use this? Does it make well can I even use this? Does it make sense? You know what can what problems sense? You know what can what problems sense? You know what can what problems can I solve? And then is this something can I solve? And then is this something can I solve? And then is this something attractive enough? You know I guess attractive enough? You know I guess attractive enough? You know I guess getting back to the lipstick on a pig getting back to the lipstick on a pig getting back to the lipstick on a pig type of thing. Figure out is it type of thing. Figure out is it type of thing. Figure out is it attractive enough to even lead with attractive enough to even lead with attractive enough to even lead with that. Right. So that. Right. So that. Right. So >> yeah that's what I >> yeah that's what I >> yeah that's what I >> that's what I think. >> that's what I think. >> that's what I think. >> Yeah. people are doing more talks than >> Yeah. people are doing more talks than >> Yeah. people are doing more talks than actually touching the stuff and doing actually touching the stuff and doing actually touching the stuff and doing stuff with it. So stuff with it. So stuff with it. So >> yeah. Yeah. And I find out a lot of >> yeah. Yeah. And I find out a lot of >> yeah. Yeah. And I find out a lot of developers who are trying to build a developers who are trying to build a developers who are trying to build a gentic applications gentic applications gentic applications um they're finding that e the economics um they're finding that e the economics um they're finding that e the economics are pretty horrific. Um even though you are pretty horrific. Um even though you are pretty horrific. Um even though you know you can do some cool stuff with it.

know you can do some cool stuff with it. know you can do some cool stuff with it. Uh even you know they're bumping into Uh even you know they're bumping into Uh even you know they're bumping into the the you know um constraints in terms the the you know um constraints in terms the the you know um constraints in terms of cost. Uh it just yeah say ROI right of cost. Uh it just yeah say ROI right of cost. Uh it just yeah say ROI right so so so >> it's um well and then when we talk about >> it's um well and then when we talk about >> it's um well and then when we talk about RO ROI we thinking about something that RO ROI we thinking about something that RO ROI we thinking about something that either saves money or makes money but either saves money or makes money but either saves money or makes money but also part of companies thought also part of companies thought also part of companies thought >> are around bragging rights as well. >> are around bragging rights as well. >> are around bragging rights as well. >> Yeah. >> Yeah. >> Yeah. >> So that has a value to them as well even >> So that has a value to them as well even >> So that has a value to them as well even though that may not be an immediate though that may not be an immediate though that may not be an immediate economic benefit but economic benefit but economic benefit but >> thought leadership. >> thought leadership. >> thought leadership. Yeah. Yeah. Yeah. >> Thought leadership. [clears throat] >> Yeah. No, I but you guys should check >> Yeah. No, I but you guys should check out out out >> check out that webinar. It's pretty >> check out that webinar. It's pretty >> check out that webinar. It's pretty cool. I mean, you know, all of you guys cool. I mean, you know, all of you guys cool. I mean, you know, all of you guys and al also our listeners. I was I was and al also our listeners. I was I was and al also our listeners. I was I was quite impressed by it. I was quite impressed by it. I was quite impressed by it. I was >> shocked by it actually. But yeah, I >> shocked by it actually. But yeah, I >> shocked by it actually. But yeah, I mean, come on, dude. We We were on uh mean, come on, dude. We We were on uh mean, come on, dude. We We were on uh IoT Community. We were invited back onto IoT Community. We were invited back onto IoT Community. We were invited back onto IoT Community for IoT Grand Slam on IoT Community for IoT Grand Slam on IoT Community for IoT Grand Slam on Wednesday, right? That was Wednesday, right? That was Wednesday, right? That was >> Yeah. like an episode of Community.

>> Yeah. like an episode of Community. >> Yeah. like an episode of Community. >> Yeah, >> Yeah, >> Yeah, >> it was great. >> it was great. >> it was great. >> So, >> So, >> So, >> yeah. So, it was great. We have Bill, we >> yeah. So, it was great. We have Bill, we >> yeah. So, it was great. We have Bill, we had Debbie, we had Rob, myself, had Debbie, we had Rob, myself, had Debbie, we had Rob, myself, uh, and Dr. Tom, and, um, Cole from, uh, uh, and Dr. Tom, and, um, Cole from, uh, uh, and Dr. Tom, and, um, Cole from, uh, Red Hat, right? Red Hat, right? Red Hat, right? >> That's right. Cole from Red Hat. >> That's right. Cole from Red Hat. >> That's right. Cole from Red Hat. >> Yeah, >> Yeah, >> Yeah, >> absolutely. Yeah. Yeah. He put the red >> absolutely. Yeah. Yeah. He put the red >> absolutely. Yeah. Yeah. He put the red in the hat. Exactly. I don't I don't in the hat. Exactly. I don't I don't in the hat. Exactly. I don't I don't think he started working with Red Hat as think he started working with Red Hat as think he started working with Red Hat as early on as I did, though. Seemed a early on as I did, though. Seemed a early on as I did, though. Seemed a little younger. little younger. little younger. >> He wasn't working with He wasn't working >> He wasn't working with He wasn't working >> He wasn't working with He wasn't working with Red Hat in the 90s, let's just say. with Red Hat in the 90s, let's just say. with Red Hat in the 90s, let's just say. >> Yeah. >> Yeah. >> Yeah. >> You know. >> You know. >> You know. >> Yeah. But that's okay. Everybody's got >> Yeah. But that's okay. Everybody's got >> Yeah. But that's okay. Everybody's got to start somewhere. to start somewhere. to start somewhere. >> Start somewhere. Yeah. Some >> Start somewhere. Yeah. Some >> Start somewhere. Yeah. Some >> When Rob was working over there, it was >> When Rob was working over there, it was >> When Rob was working over there, it was red. Remember the visors that didn't red. Remember the visors that didn't red. Remember the visors that didn't have the top? It was red visor before have the top? It was red visor before have the top? It was red visor before Red Hat. Red Hat. Red Hat. >> Red Visor. Red Visor. Yeah. They didn't >> Red Visor. Red Visor. Yeah. They didn't >> Red Visor. Red Visor. Yeah. They didn't have enough money for the whole hat to have enough money for the whole hat to have enough money for the whole hat to cover your head, so I could only afford cover your head, so I could only afford cover your head, so I could only afford the visor. the visor. the visor. >> You have the vinyl, the red vinyl bit >> You have the vinyl, the red vinyl bit >> You have the vinyl, the red vinyl bit right here.

right here. right here. >> Oh, yes. Yeah. >> Oh, yes. Yeah. >> Oh, yes. Yeah. >> Yeah. >> Yeah. >> Yeah. >> Yeah. Kind of like some of those college >> Yeah. Kind of like some of those college >> Yeah. Kind of like some of those college football coaches that wear visors football coaches that wear visors football coaches that wear visors instead of hats. instead of hats. instead of hats. >> Visor. Yeah. >> Visor. Yeah. >> Visor. Yeah. >> Yeah. Yeah. Visor, women's tennis. >> Yeah. Yeah. Visor, women's tennis. >> Yeah. Yeah. Visor, women's tennis. >> Roll tide. >> Roll tide. >> Roll tide. >> Yeah. Roll tide. Yeah, exactly. >> Yeah. Roll tide. Yeah, exactly. >> Yeah. Roll tide. Yeah, exactly. >> They probably need to rename it red AI >> They probably need to rename it red AI >> They probably need to rename it red AI now. So, now. So, now. So, >> why not? Why not? Let's do it. >> why not? Why not? Let's do it. >> why not? Why not? Let's do it. >> We have to address that new the new uh >> We have to address that new the new uh >> We have to address that new the new uh fad of Gen Aiot. >> Oh, come on, guys. >> Oh, come on, guys. >> Well, it's because that community >> Well, it's because that community >> Well, it's because that community started the AIoT thinking that would started the AIoT thinking that would started the AIoT thinking that would increase help their fortunes in the increase help their fortunes in the increase help their fortunes in the lagging IoT business. And so, they just lagging IoT business. And so, they just lagging IoT business. And so, they just crammed that in there and people jumped crammed that in there and people jumped crammed that in there and people jumped on the bandwagon. even our good friend, on the bandwagon. even our good friend, on the bandwagon. even our good friend, you know, you know, Eric Simone over at you know, you know, Eric Simone over at you know, you know, Eric Simone over at Clearblade, he was like, "Yeah, IoT, you Clearblade, he was like, "Yeah, IoT, you Clearblade, he was like, "Yeah, IoT, you know, and so then I was like, well, is know, and so then I was like, well, is know, and so then I was like, well, is that kind of like edge AI or is that that kind of like edge AI or is that that kind of like edge AI or is that like doing I mean, we always did AI with like doing I mean, we always did AI with like doing I mean, we always did AI with IoT machine learning, but maybe IoT machine learning, but maybe IoT machine learning, but maybe [clears throat] they meant cramming it [clears throat] they meant cramming it [clears throat] they meant cramming it in at the microcontroller level. I don't in at the microcontroller level. I don't in at the microcontroller level. I don't know. Maybe that's what it is." But then know. Maybe that's what it is." But then know. Maybe that's what it is." But then Jen Aio, Jen Aio, Jen Aio, we're talking a bigger working set of we're talking a bigger working set of we're talking a bigger working set of RAM needed to do that, you know, and RAM needed to do that, you know, and RAM needed to do that, you know, and Pete and I talked about that on his Pete and I talked about that on his Pete and I talked about that on his event.

event. event. >> Can we put a SLM, >> Can we put a SLM, >> Can we put a SLM, >> you know, on a microcontroller? >> you know, on a microcontroller? >> you know, on a microcontroller? >> Yeah. >> Yeah. >> Yeah. >> And it turns out you can. You can, >> And it turns out you can. You can, >> And it turns out you can. You can, >> but you know, you have to have a good >> but you know, you have to have a good >> but you know, you have to have a good use case and a good use case and a good use case and a good >> on the display. >> on the display. >> on the display. Uh Uh Uh >> oh, Rob's AI. We use the term we use the >> oh, Rob's AI. We use the term we use the >> oh, Rob's AI. We use the term we use the term generative edge AI agentic edge AI term generative edge AI agentic edge AI term generative edge AI agentic edge AI that that that >> I'm biased but obviously that's my >> I'm biased but obviously that's my >> I'm biased but obviously that's my preferred term but because it's not just preferred term but because it's not just preferred term but because it's not just about IoT I mean you know generative about IoT I mean you know generative about IoT I mean you know generative edge AI is running SLMs or multi-billion edge AI is running SLMs or multi-billion edge AI is running SLMs or multi-billion parameter models on prem where the data parameter models on prem where the data parameter models on prem where the data is created and that could be you know in is created and that could be you know in is created and that could be you know in a Dell server on prem or advanced tech a Dell server on prem or advanced tech a Dell server on prem or advanced tech box or something like that doesn't need box or something like that doesn't need box or something like that doesn't need to be IoT. to be IoT. to be IoT. >> That's true. Well, you got I mean, but >> That's true. Well, you got I mean, but >> That's true. Well, you got I mean, but the thinking needs to transcend just um the thinking needs to transcend just um the thinking needs to transcend just um you know, is it possible to run a model you know, is it possible to run a model you know, is it possible to run a model on a you know, on a microcontroller? Um on a you know, on a microcontroller? Um on a you know, on a microcontroller? Um no, I mean, seriously, you know, and I no, I mean, seriously, you know, and I no, I mean, seriously, you know, and I think this is maybe that late discovery think this is maybe that late discovery think this is maybe that late discovery that will be made. You have to look that will be made. You have to look that will be made. You have to look holistically at, you know, the cost.

holistically at, you know, the cost. holistically at, you know, the cost. >> Your voice is your voice is coming. >> Your voice is your voice is coming. >> Your voice is your voice is coming. >> Yeah, your compressor is aggressive. Uh, >> Yeah, your compressor is aggressive. Uh, >> Yeah, your compressor is aggressive. Uh, >> this mic is so crappy. The blue. >> this mic is so crappy. The blue. >> this mic is so crappy. The blue. >> Yeah, get a better mic, man. >> Yeah, get a better mic, man. >> Yeah, get a better mic, man. >> That's a little better. >> That's a little better. >> That's a little better. >> Get a Ji mic, please. >> Get a Ji mic, please. >> Get a Ji mic, please. >> Mic. >> Mic. >> Mic. >> I mean, you would think this I mean, >> I mean, you would think this I mean, >> I mean, you would think this I mean, look at the size of this freaking thing, look at the size of this freaking thing, look at the size of this freaking thing, you know? You would think that it would you know? You would think that it would you know? You would think that it would have some kind of have some kind of have some kind of >> Get the roadie roadie podcaster. That's >> Get the roadie roadie podcaster. That's >> Get the roadie roadie podcaster. That's what you need. what you need. what you need. >> Roadie Podcaster. >> Roadie Podcaster. >> Roadie Podcaster. >> Just Just because it's bigger doesn't >> Just Just because it's bigger doesn't >> Just Just because it's bigger doesn't mean that it's better. mean that it's better. mean that it's better. >> There you go. Go to your room. Go to your room. >> I am I am literally in my room. >> I am I am literally in my room. >> I am I am literally in my room. >> Get David. David, what's going on? >> Get David. David, what's going on? >> Get David. David, what's going on? >> Change your background, David. >> Change your background, David. >> Change your background, David. >> David, tell me what's the latest. What's >> David, tell me what's the latest. What's >> David, tell me what's the latest. What's going on in Switzerland, man? What's up? going on in Switzerland, man? What's up? going on in Switzerland, man? What's up? What's up? What's up? What's up? >> So, I am I'm actually uh with our >> So, I am I'm actually uh with our >> So, I am I'm actually uh with our British neighbors. I am in London. Um British neighbors. I am in London. Um British neighbors. I am in London. Um >> Oh, >> Oh, >> Oh, a couple of meetings here. It's nice a couple of meetings here. It's nice a couple of meetings here. It's nice weather. I hung out with Demetrius uh weather. I hung out with Demetrius uh weather. I hung out with Demetrius uh today.

today. today. um a couple of people and um um a couple of people and um um a couple of people and um >> what can I tell you? It's uh it's nice >> what can I tell you? It's uh it's nice >> what can I tell you? It's uh it's nice out. I'm running a little race with some out. I'm running a little race with some out. I'm running a little race with some friends tomorrow around the city friends tomorrow around the city friends tomorrow around the city >> and then uh back >> and then uh back >> and then uh back >> London London at the holidays is a >> London London at the holidays is a >> London London at the holidays is a beautiful time of year. So beautiful time of year. So beautiful time of year. So >> it's great and you know and you know cuz >> it's great and you know and you know cuz >> it's great and you know and you know cuz here we always talk about fake news. I here we always talk about fake news. I here we always talk about fake news. I hadn't been here since April. hadn't been here since April. hadn't been here since April. And um I got to tell you, I've been here And um I got to tell you, I've been here And um I got to tell you, I've been here for now 24 hours. And look, people are for now 24 hours. And look, people are for now 24 hours. And look, people are out and about. Shops are open, Christmas out and about. Shops are open, Christmas out and about. Shops are open, Christmas spirit everywhere. It's typical London. spirit everywhere. It's typical London. spirit everywhere. It's typical London. >> And that's not what you see in the news. >> And that's not what you see in the news. >> And that's not what you see in the news. It's it's so weird, right? Like you It's It's it's so weird, right? Like you It's It's it's so weird, right? Like you It's like, wait a minute. like there's such a like, wait a minute. like there's such a like, wait a minute. like there's such a disconnect and then you you are there disconnect and then you you are there disconnect and then you you are there you see with your own genai eyeballs you see with your own genai eyeballs you see with your own genai eyeballs >> and you realize that you know there's a >> and you realize that you know there's a >> and you realize that you know there's a difference between what you're reading difference between what you're reading difference between what you're reading and the reality so uh and the reality so uh and the reality so uh >> London uh >> London uh >> London uh >> cool place to be for the holidays >> cool place to be for the holidays >> cool place to be for the holidays >> cool place to be for the holidays >> cool place to be for the holidays >> cool place to be for the holidays >> are you there through the new year >> are you there through the new year >> are you there through the new year >> are you there through the new year or >> are you there through the new year or >> are you there through the new year or are you are you are you >> No we are we'll be uh we'll be in France >> No we are we'll be uh we'll be in France >> No we are we'll be uh we'll be in France uh skiing for uh for the new year uh skiing for uh for the new year uh skiing for uh for the new year >> that's as always you're always in France >> that's as always you're always in France >> that's as always you're always in France that time of year. Yeah.

that time of year. Yeah. that time of year. Yeah. >> Very, very lucky to have that be a >> Very, very lucky to have that be a >> Very, very lucky to have that be a family tradition. Yes. And this this family tradition. Yes. And this this family tradition. Yes. And this this year will be no different. year will be no different. year will be no different. >> Nice. >> Nice. >> Nice. >> I love it. I love it. But techwise, but >> I love it. I love it. But techwise, but >> I love it. I love it. But techwise, but techwise in London had a couple of techwise in London had a couple of techwise in London had a couple of meetings with you know uh telco friends meetings with you know uh telco friends meetings with you know uh telco friends from my telco past from my telco past from my telco past >> and and hyper and a hbc friends from my >> and and hyper and a hbc friends from my >> and and hyper and a hbc friends from my telco past that that that made a jump telco past that that that made a jump telco past that that that made a jump and you know lots of chat here in Europe and you know lots of chat here in Europe and you know lots of chat here in Europe of uh data sovereignty which is not a of uh data sovereignty which is not a of uh data sovereignty which is not a new topic at all. stock. new topic at all. stock. new topic at all. stock. >> But because of the um [clears throat] >> But because of the um [clears throat] >> But because of the um [clears throat] because of the political issues that are because of the political issues that are because of the political issues that are that could be global in scale, the that could be global in scale, the that could be global in scale, the reality is that these these countries reality is that these these countries reality is that these these countries they are really re uh trying to look at they are really re uh trying to look at they are really re uh trying to look at ways where any uh big data project AI ways where any uh big data project AI ways where any uh big data project AI investments whatever how can they uh investments whatever how can they uh investments whatever how can they uh maintain the integrity and the maintain the integrity and the maintain the integrity and the sovereignty of their data because there sovereignty of their data because there sovereignty of their data because there are things when when it comes to are things when when it comes to are things when when it comes to healthcare, when it comes to defense, healthcare, when it comes to defense, healthcare, when it comes to defense, when it comes to uh you know I guess when it comes to uh you know I guess when it comes to uh you know I guess government strategy that for obvious government strategy that for obvious government strategy that for obvious reasons if you have fears that your reasons if you have fears that your reasons if you have fears that your friends are not really your friends, how friends are not really your friends, how friends are not really your friends, how do you keep this infrastructure as close do you keep this infrastructure as close do you keep this infrastructure as close to vest as possible? So I was having to vest as possible? So I was having to vest as possible? So I was having that chat in the context of the uh telco that chat in the context of the uh telco that chat in the context of the uh telco infrastructure in the context of the um infrastructure in the context of the um infrastructure in the context of the um [clears throat] [clears throat] [clears throat] um u high performance uh compute and to um u high performance uh compute and to um u high performance uh compute and to [clears throat] some extent with our [clears throat] some extent with our [clears throat] some extent with our friend Demetrius today with AWS and I

friend Demetrius today with AWS and I friend Demetrius today with AWS and I told them flat out I think you guys are told them flat out I think you guys are told them flat out I think you guys are going to make easy money the second you going to make easy money the second you going to make easy money the second you figure out how you bring um you know all figure out how you bring um you know all figure out how you bring um you know all of your cloud services to someone's of your cloud services to someone's of your cloud services to someone's local rack like just here you go and you local rack like just here you go and you local rack like just here you go and you just just just >> Isn't that sort of the Azure Outpost or >> Isn't that sort of the Azure Outpost or >> Isn't that sort of the Azure Outpost or I know Azure local AWS outpost I know Azure local AWS outpost I know Azure local AWS outpost >> thing I mean that's been uh it's a tough >> thing I mean that's been uh it's a tough >> thing I mean that's been uh it's a tough one to um to do you know I know local is one to um to do you know I know local is one to um to do you know I know local is doing it with Microsoft's doing it there doing it with Microsoft's doing it there doing it with Microsoft's doing it there but um but um but um >> yeah wants >> yeah wants >> yeah wants >> everybody wants sovereignty sovereignty >> everybody wants sovereignty sovereignty >> everybody wants sovereignty sovereignty over their data over their data over their data >> and and you know u I know we usually >> and and you know u I know we usually >> and and you know u I know we usually don't don't uh don't use regulation and don't don't uh don't use regulation and don't don't uh don't use regulation and innovation in the same sentence but I innovation in the same sentence but I innovation in the same sentence but I think regulation is going to drive a lot think regulation is going to drive a lot think regulation is going to drive a lot of these requirements. So if you have of these requirements. So if you have of these requirements. So if you have something like outpost which has been something like outpost which has been something like outpost which has been out for some time out for some time out for some time >> long time >> long time >> long time >> and you know maybe it's one of those >> and you know maybe it's one of those >> and you know maybe it's one of those like now it's the right environment for like now it's the right environment for like now it's the right environment for a deployment like that for an enterprise a deployment like that for an enterprise a deployment like that for an enterprise customer because of regulations and customer because of regulations and customer because of regulations and existing political fears. So that's what existing political fears. So that's what existing political fears. So that's what I've been.

I've been. I've been. >> You know what, David? David, you sound >> You know what, David? David, you sound >> You know what, David? David, you sound like a European man. like a European man. like a European man. >> What is that? >> What is that? >> What is that? >> Regulation and all that stuff. >> Regulation and all that stuff. >> Regulation and all that stuff. >> What is that kind of talk? You know >> What is that kind of talk? You know >> What is that kind of talk? You know what? Whatever. Hey, what? Whatever. Hey, what? Whatever. Hey, >> in Texas, they don't do regulation >> in Texas, they don't do regulation >> in Texas, they don't do regulation there. there. there. >> They don't do that here. If you >> They don't do that here. If you >> They don't do that here. If you want to keep data private, I got your want to keep data private, I got your want to keep data private, I got your answer. It's called floppy discs. If you answer. It's called floppy discs. If you answer. It's called floppy discs. If you need to send data to another computer, need to send data to another computer, need to send data to another computer, sneakeret. Okay. sneakeret. Okay. sneakeret. Okay. >> Sneakeret. >> Sneakeret. >> Sneakeret. >> That's how you keep it safe. Keep it >> That's how you keep it safe. Keep it >> That's how you keep it safe. Keep it safe. safe. safe. >> So they do it in Texas. >> So they do it in Texas. >> So they do it in Texas. >> Yes. And whatever. Never, never, ever >> Yes. And whatever. Never, never, ever >> Yes. And whatever. Never, never, ever grab that USB that you found in your grab that USB that you found in your grab that USB that you found in your mailbox for some reason. Do not plug mailbox for some reason. Do not plug mailbox for some reason. Do not plug that into your local machine. that into your local machine. that into your local machine. >> Actually, funny story. I heard at uh at >> Actually, funny story. I heard at uh at >> Actually, funny story. I heard at uh at Embedded World North America, one of the Embedded World North America, one of the Embedded World North America, one of the giveaways I think they were giving away giveaways I think they were giving away giveaways I think they were giving away was like free USB keys. [laughter] was like free USB keys. [laughter] was like free USB keys. [laughter] >> And I was like, what? >> And I was like, what? >> And I was like, what? >> Oh, that that used to be a hot item >> Oh, that that used to be a hot item >> Oh, that that used to be a hot item though. Remember? though. Remember? though. Remember? >> That used to be that used to be the >> That used to be that used to be the >> That used to be that used to be the swag, right? Now it's like who would swag, right? Now it's like who would swag, right? Now it's like who would plug a USB random USB stick into their plug a USB random USB stick into their plug a USB random USB stick into their laptop? laptop? laptop? >> Yo. >> Yo. >> Yo. >> Or Pete, if it's a UB key, but it's >> Or Pete, if it's a UB key, but it's >> Or Pete, if it's a UB key, but it's misspelled with like I I UBI key.

misspelled with like I I UBI key. misspelled with like I I UBI key. >> UBS key. >> UBS key. >> UBS key. >> It's like a bootleg UV key. >> It's like a bootleg UV key. >> It's like a bootleg UV key. >> Yikes. >> Yikes. >> Yikes. Beware. You know, if it says black hat Beware. You know, if it says black hat Beware. You know, if it says black hat on the key, you know, it's like maybe on the key, you know, it's like maybe on the key, you know, it's like maybe you should plug this in. I don't know. you should plug this in. I don't know. you should plug this in. I don't know. >> Maybe not. >> Maybe not. >> Maybe not. >> I might be. By the way, speaking of >> I might be. By the way, speaking of >> I might be. By the way, speaking of speaking of Telco, I had coffee this speaking of Telco, I had coffee this speaking of Telco, I had coffee this week with I won't name the person, but week with I won't name the person, but week with I won't name the person, but they run this really cool startup in they run this really cool startup in they run this really cool startup in Seattle. And he said, "Oh yeah, we're Seattle. And he said, "Oh yeah, we're Seattle. And he said, "Oh yeah, we're doing this stuff for OAN. We have like doing this stuff for OAN. We have like doing this stuff for OAN. We have like an O-ran kind of orchestration thing." an O-ran kind of orchestration thing." an O-ran kind of orchestration thing." And I thought to myself, why are you And I thought to myself, why are you And I thought to myself, why are you getting involved with Oran and Telos getting involved with Oran and Telos getting involved with Oran and Telos like that? That's a tough That's a tough like that? That's a tough That's a tough like that? That's a tough That's a tough mountain to climb. But I don't know, you mountain to climb. But I don't know, you mountain to climb. But I don't know, you guys are more the experts on where these guys are more the experts on where these guys are more the experts on where these days because the Telos have proven that days because the Telos have proven that days because the Telos have proven that they cannot figure out what to do with they cannot figure out what to do with they cannot figure out what to do with Oran. So what happens Oran. So what happens Oran. So what happens to be made to be made to be made >> with 15 employees and I know who you're >> with 15 employees and I know who you're >> with 15 employees and I know who you're talking about. I'm going to text you who talking about. I'm going to text you who talking about. I'm going to text you who I think it was. I think it was. I think it was. >> Um solves it for the telco and once the >> Um solves it for the telco and once the >> Um solves it for the telco and once the telco figures out their own procurement telco figures out their own procurement telco figures out their own procurement process of 11 years to adopt the thing process of 11 years to adopt the thing process of 11 years to adopt the thing it might be too late but you know uh it might be too late but you know uh it might be too late but you know uh look or or on paper is very sexy. How look or or on paper is very sexy. How look or or on paper is very sexy. How can you as a telco be able to can you as a telco be able to can you as a telco be able to disagregate as much as you can to avoid disagregate as much as you can to avoid disagregate as much as you can to avoid a traditional vendor lock in a traditional vendor lock in a traditional vendor lock in >> right no lock in open >> right no lock in open >> right no lock in open >> but there's this give and take of like >> but there's this give and take of like >> but there's this give and take of like but I am a telco everything I've done I but I am a telco everything I've done I but I am a telco everything I've done I have I've been built and successful on have I've been built and successful on have I've been built and successful on vendor lock in vendor lock in vendor lock in >> what does it mean if I want to >> what does it mean if I want to >> what does it mean if I want to disassemble these things I I I I think disassemble these things I I I I think disassemble these things I I I I think there's that's anyway that's part of the there's that's anyway that's part of the there's that's anyway that's part of the issue now let me text you who I think

issue now let me text you who I think issue now let me text you who I think you were talking you were talking you were talking >> okay you send it to me in chat. We'll >> okay you send it to me in chat. We'll >> okay you send it to me in chat. We'll see. see. see. >> Just Oh, yeah. >> Just Oh, yeah. >> Just Oh, yeah. >> Yeah. You know what? [laughter] Maybe >> Yeah. You know what? [laughter] Maybe >> Yeah. You know what? [laughter] Maybe maybe it's possible that you're always maybe it's possible that you're always maybe it's possible that you're always locked in to something. Even when you locked in to something. Even when you locked in to something. Even when you think you're avoiding vendor lock in, think you're avoiding vendor lock in, think you're avoiding vendor lock in, you're locking into something somewhere, you're locking into something somewhere, you're locking into something somewhere, you know? I don't know. When I bought you know? I don't know. When I bought you know? I don't know. When I bought the toothpaste today, I realized I was the toothpaste today, I realized I was the toothpaste today, I realized I was in vendor lock in with like Colgate or in vendor lock in with like Colgate or in vendor lock in with like Colgate or something, you know, something, you know, something, you know, >> and and I was and I you know what, but I >> and and I was and I you know what, but I >> and and I was and I you know what, but I didn't didn't didn't >> I didn't stay up all night going, "Oh, >> I didn't stay up all night going, "Oh, >> I didn't stay up all night going, "Oh, [laughter] I'm locked into Colgate." If [laughter] I'm locked into Colgate." If [laughter] I'm locked into Colgate." If only I could switch to only I could switch to only I could switch to >> You might be locked into brushing your >> You might be locked into brushing your >> You might be locked into brushing your teeth, which is a good thing, I think. teeth, which is a good thing, I think. teeth, which is a good thing, I think. >> Yeah, >> Yeah, >> Yeah, >> you don't. >> you don't. >> you don't. >> But maybe, as it turns out, lock in >> But maybe, as it turns out, lock in >> But maybe, as it turns out, lock in isn't always the worst thing if it works isn't always the worst thing if it works isn't always the worst thing if it works for you. I don't know. Like this car. Am for you. I don't know. Like this car. Am for you. I don't know. Like this car. Am I locked? I'm locked into Audi. I locked? I'm locked into Audi. I locked? I'm locked into Audi. >> You're literally locked in. >> You're literally locked in. >> You're literally locked in. >> What I want to know is, do you have a >> What I want to know is, do you have a >> What I want to know is, do you have a trade deficit with Proctor and Gamble? trade deficit with Proctor and Gamble? trade deficit with Proctor and Gamble? >> Yeah, you can put a tariff on them >> Yeah, you can put a tariff on them >> Yeah, you can put a tariff on them because you just keep buying their because you just keep buying their because you just keep buying their toothpaste. They're not buying anything toothpaste. They're not buying anything toothpaste. They're not buying anything from you. from you. from you. >> Yeah, man. >> Yeah, man. >> Yeah, man. right there. right there. right there. >> No, but I'm going to get a dividend >> No, but I'm going to get a dividend >> No, but I'm going to get a dividend check from the tariffs, right? And check from the tariffs, right? And check from the tariffs, right? And that's going to offset all the pain.

that's going to offset all the pain. that's going to offset all the pain. >> You can buy a lot of toothpaste with >> You can buy a lot of toothpaste with >> You can buy a lot of toothpaste with $2,000 if you go to Costco. I love you. $2,000 if you go to Costco. I love you. $2,000 if you go to Costco. I love you. >> Yeah, that's true. Watch. >> Yeah, that's true. Watch. >> Yeah, that's true. Watch. >> That's true. I want to buy Do they have >> That's true. I want to buy Do they have >> That's true. I want to buy Do they have Kirkland toothpaste? Kirkland toothpaste? Kirkland toothpaste? >> Costco is Costco is suing, you know, >> Costco is Costco is suing, you know, >> Costco is Costco is suing, you know, suing uh the administration for tariff suing uh the administration for tariff suing uh the administration for tariff costs and things. So, that's kind of costs and things. So, that's kind of costs and things. So, that's kind of >> Yeah. You know, why not? >> Yeah. You know, why not? >> Yeah. You know, why not? >> You know what? I don't >> You know what? I don't >> You know what? I don't >> I'm expecting a little Costco rebate >> I'm expecting a little Costco rebate >> I'm expecting a little Costco rebate check this year from when they win that check this year from when they win that check this year from when they win that lawsuit. lawsuit. lawsuit. >> Yeah. >> Yeah. >> Yeah. >> You know what this is? I mean, because >> You know what this is? I mean, because >> You know what this is? I mean, because you're right, it's strictly business. you're right, it's strictly business. you're right, it's strictly business. And that lawsuit is a business deal to a And that lawsuit is a business deal to a And that lawsuit is a business deal to a back to a business guy who thought that back to a business guy who thought that back to a business guy who thought that this was the right thing to do. And this was the right thing to do. And this was the right thing to do. And they're like, "Okay, Mr. Business, you they're like, "Okay, Mr. Business, you they're like, "Okay, Mr. Business, you know, where's our refund? We You screwed know, where's our refund? We You screwed know, where's our refund? We You screwed us. We got we had to pay all this money us. We got we had to pay all this money us. We got we had to pay all this money and now it turns out it wasn't legal and and now it turns out it wasn't legal and and now it turns out it wasn't legal and so I want my money back. Show me the so I want my money back. Show me the so I want my money back. Show me the money. money. money. >> That's right. They do the rebate checks >> That's right. They do the rebate checks >> That's right. They do the rebate checks every year. They can just add a little every year. They can just add a little every year. They can just add a little on top for a tariff rebate and we're on top for a tariff rebate and we're on top for a tariff rebate and we're good. good. good. >> There you go. There you go. I want to >> There you go. There you go. I want to >> There you go. There you go. I want to see if I can get some Kirkland see if I can get some Kirkland see if I can get some Kirkland toothpaste now that I think about it.

toothpaste now that I think about it. toothpaste now that I think about it. >> They probably have their own branded >> They probably have their own branded >> They probably have their own branded toothpaste, don't they? toothpaste, don't they? toothpaste, don't they? >> Yeah. If you're with Kirkland, does that >> Yeah. If you're with Kirkland, does that >> Yeah. If you're with Kirkland, does that mean you're not locked in or is that a mean you're not locked in or is that a mean you're not locked in or is that a new lock in? new lock in? new lock in? >> It's probably a new >> It's probably a new >> It's probably a new >> Kirkland's legit, man. >> Kirkland's legit, man. >> Kirkland's legit, man. >> Yeah. And and you know and you >> Yeah. And and you know and you >> Yeah. And and you know and you >> you are not a satoral adult until you >> you are not a satoral adult until you >> you are not a satoral adult until you have walked out with khakis from have walked out with khakis from have walked out with khakis from Kirkland. Kirkland. Kirkland. >> I got pass hard pass on Kirkland pants. >> I got pass hard pass on Kirkland pants. >> I got pass hard pass on Kirkland pants. Just Just Just >> I have I'm going to I'm going to admit >> I have I'm going to I'm going to admit >> I have I'm going to I'm going to admit it right here in front of the whole it right here in front of the whole it right here in front of the whole world. I have bought clothing at Costco. world. I have bought clothing at Costco. world. I have bought clothing at Costco. >> You don't Pete's got too much class for >> You don't Pete's got too much class for >> You don't Pete's got too much class for us, Rob. He's got too much class. Don't. us, Rob. He's got too much class. Don't. us, Rob. He's got too much class. Don't. >> No, they were actually Banana Republic >> No, they were actually Banana Republic >> No, they were actually Banana Republic khakis and they're like n and they're khakis and they're like n and they're khakis and they're like n and they're like 19 bucks. And so I said, like 19 bucks. And so I said, like 19 bucks. And so I said, >> is this 1996? Is this Banana Republic? >> is this 1996? Is this Banana Republic? >> is this 1996? Is this Banana Republic? Is that what we're doing now? Is that what we're doing now? Is that what we're doing now? >> Yes. Yes. And they're selling them at >> Yes. Yes. And they're selling them at >> Yes. Yes. And they're selling them at Costco. And it was like Costco. And it was like Costco. And it was like Costco. Costco. Costco. >> And it turns out they're the same ones >> And it turns out they're the same ones >> And it turns out they're the same ones as the $100 khakis.

as the $100 khakis. as the $100 khakis. >> Oh yeah. >> Oh yeah. >> Oh yeah. >> Yeah. >> Yeah. >> Yeah. >> And so I'm okay. I'm not ashamed to say >> And so I'm okay. I'm not ashamed to say >> And so I'm okay. I'm not ashamed to say that I'm buying clothes and actually that I'm buying clothes and actually that I'm buying clothes and actually wearing clothes from Costco. There I wearing clothes from Costco. There I wearing clothes from Costco. There I said it. said it. said it. >> I appreciate your transparency. >> I appreciate your transparency. >> I appreciate your transparency. >> Yes. >> Yes. >> Yes. >> By the way, there's an interesting >> By the way, there's an interesting >> By the way, there's an interesting article in the New York Times about uh article in the New York Times about uh article in the New York Times about uh you can buy a pallet of returned items. you can buy a pallet of returned items. you can buy a pallet of returned items. Uh it's like 700 bucks. You get this Uh it's like 700 bucks. You get this Uh it's like 700 bucks. You get this huge pallet. It's like of returned items huge pallet. It's like of returned items huge pallet. It's like of returned items that are have been returned to Amazon. that are have been returned to Amazon. that are have been returned to Amazon. >> And you and it's [clears throat] like >> And you and it's [clears throat] like >> And you and it's [clears throat] like kind of a treasure box. Treasure. and I kind of a treasure box. Treasure. and I kind of a treasure box. Treasure. and I would say treasure in quotes, but it's a would say treasure in quotes, but it's a would say treasure in quotes, but it's a box of random stuff and you buy a huge box of random stuff and you buy a huge box of random stuff and you buy a huge pallet. It's like $700 and it's pallet. It's like $700 and it's pallet. It's like $700 and it's everything that's these random things everything that's these random things everything that's these random things that have been returned to Amazon and that have been returned to Amazon and that have been returned to Amazon and other stores. And uh and they had an other stores. And uh and they had an other stores. And uh and they had an article about someone at Wire Cutter article about someone at Wire Cutter article about someone at Wire Cutter that bought this thing and went through that bought this thing and went through that bought this thing and went through all of the goods and actually contacted all of the goods and actually contacted all of the goods and actually contacted some of the people that bought the thing some of the people that bought the thing some of the people that bought the thing originally before they returned it about originally before they returned it about originally before they returned it about why they returned it. It's really why they returned it. It's really why they returned it. It's really interesting story. Turns out the punch interesting story. Turns out the punch interesting story. Turns out the punch line is it's a bunch of garbage. So, line is it's a bunch of garbage. So, line is it's a bunch of garbage. So, >> surprise surprise, not >> surprise surprise, not >> surprise surprise, not >> it's probably worth the So, 700 bucks.

>> it's probably worth the So, 700 bucks. >> it's probably worth the So, 700 bucks. I'll assume that it includes shipping to I'll assume that it includes shipping to I'll assume that it includes shipping to the contiguous. the contiguous. the contiguous. >> I don't think it does. I think you have >> I don't think it does. I think you have >> I don't think it does. I think you have to pick up the pallet yourself. to pick up the pallet yourself. to pick up the pallet yourself. >> Yeah, it's been it been around for a >> Yeah, it's been it been around for a >> Yeah, it's been it been around for a while. You can go to some of those. So, while. You can go to some of those. So, while. You can go to some of those. So, >> there's some YouTubers that's what they >> there's some YouTubers that's what they >> there's some YouTubers that's what they do. They they film themselves rumaging do. They they film themselves rumaging do. They they film themselves rumaging through their pallet of random stuff. through their pallet of random stuff. through their pallet of random stuff. what this one's going to be like. what this one's going to be like. what this one's going to be like. >> And you know what's in there, Rob, is >> And you know what's in there, Rob, is >> And you know what's in there, Rob, is the is the Banana Republic pants. That's the is the Banana Republic pants. That's the is the Banana Republic pants. That's what's what's what's >> remember >> remember >> remember like you you you pay some amount of like you you you pay some amount of like you you you pay some amount of money for an undisclosed storage money for an undisclosed storage money for an undisclosed storage container and then there might be container and then there might be container and then there might be >> storage. Storage Wars. >> storage. Storage Wars. >> storage. Storage Wars. >> That's a good show actually. That's a >> That's a good show actually. That's a >> That's a good show actually. That's a good show. good show. good show. >> You might have some Martin Logan >> You might have some Martin Logan >> You might have some Martin Logan electrostatic speakers in there. electrostatic speakers in there. electrostatic speakers in there. >> No, there could be some >> No, there could be some >> No, there could be some >> You may not find that with your pallet >> You may not find that with your pallet >> You may not find that with your pallet from from from >> pallet of returned items to Amazon. Yes. >> pallet of returned items to Amazon. Yes. >> pallet of returned items to Amazon. Yes. Is probably what it sounds like. Is probably what it sounds like. Is probably what it sounds like. >> Is anyone returning um what is it? Um >> Is anyone returning um what is it? Um >> Is anyone returning um what is it? Um Nvidia slightly used GPUs to Amazon that Nvidia slightly used GPUs to Amazon that Nvidia slightly used GPUs to Amazon that I can get a pallet for 700 bucks. I can get a pallet for 700 bucks. I can get a pallet for 700 bucks. >> They're gently used.

>> They're gently used. >> They're gently used. >> Gently used GPUs. That would be a nice >> Gently used GPUs. That would be a nice >> Gently used GPUs. That would be a nice find, but I'd be surprised. find, but I'd be surprised. find, but I'd be surprised. >> And then and then when wire cutter cuts >> And then and then when wire cutter cuts >> And then and then when wire cutter cuts the pre the previous one. So what were the pre the previous one. So what were the pre the previous one. So what were you doing? I was I was farming. Uh I had you doing? I was I was farming. Uh I had you doing? I was I was farming. Uh I had a farm. a farm. a farm. Things things did not turn out. Things things did not turn out. Things things did not turn out. >> Finding some Bitcoin and uh decided to >> Finding some Bitcoin and uh decided to >> Finding some Bitcoin and uh decided to return it. Yeah. No, mostly this was return it. Yeah. No, mostly this was return it. Yeah. No, mostly this was polyester clothing was most of the polyester clothing was most of the polyester clothing was most of the that's why when when you said Banana that's why when when you said Banana that's why when when you said Banana Republic pants at Costco, that's where Republic pants at Costco, that's where Republic pants at Costco, that's where my mind went was the polyester clothing. my mind went was the polyester clothing. my mind went was the polyester clothing. But But But >> well, now cuz now we are officially >> well, now cuz now we are officially >> well, now cuz now we are officially equating one Blackwell GPU with one equating one Blackwell GPU with one equating one Blackwell GPU with one human employee human employee human employee >> because that's what we're seeing. Human >> because that's what we're seeing. Human >> because that's what we're seeing. Human employees are being traded for GPUs by employees are being traded for GPUs by employees are being traded for GPUs by lots of big companies by the millions. lots of big companies by the millions. lots of big companies by the millions. By the millions. By the millions. By the millions. Wasn't this Wasn't this the plot of the Wasn't this Wasn't this the plot of the Wasn't this Wasn't this the plot of the Matrix? Matrix? Matrix? >> Pretty much. >> Pretty much. >> Pretty much. >> Pretty much. >> Pretty much. >> Pretty much. >> Batteries. >> Batteries. >> Batteries. >> Yeah. The Matrix is the next step is >> Yeah. The Matrix is the next step is >> Yeah. The Matrix is the next step is when we start using humans to produce when we start using humans to produce when we start using humans to produce the electricity to make the GP run. the electricity to make the GP run. the electricity to make the GP run. >> Yeah. We We >> Yeah. We We >> Yeah. We We >> That's the next step, >> That's the next step, >> That's the next step, >> right? So, the next great business is >> right? So, the next great business is >> right? So, the next great business is going to be setting up gyms. Uh that going to be setting up gyms. Uh that going to be setting up gyms. Uh that >> Yeah. And your LinkedIn profile is going >> Yeah. And your LinkedIn profile is going >> Yeah. And your LinkedIn profile is going to be the number of watts you can to be the number of watts you can to be the number of watts you can produce per day.

produce per day. produce per day. >> They should do that. the pro club here >> They should do that. the pro club here >> They should do that. the pro club here in Bellev, they should hook that all in Bellev, they should hook that all in Bellev, they should hook that all those machines up to a to the local those machines up to a to the local those machines up to a to the local Microsoft data center and then the Microsoft data center and then the Microsoft data center and then the Microsoft employees will generate the Microsoft employees will generate the Microsoft employees will generate the power for the data center and I think power for the data center and I think power for the data center and I think >> yes >> yes >> yes Soilent green in the cafeteria. So then Soilent green in the cafeteria. So then Soilent green in the cafeteria. So then >> I love Soilent green. That's my favorite >> I love Soilent green. That's my favorite >> I love Soilent green. That's my favorite little wafer. I love that. little wafer. I love that. little wafer. I love that. >> Remember that we're humans the the >> Remember that we're humans the the >> Remember that we're humans the the second that you tell the employees, hey second that you tell the employees, hey second that you tell the employees, hey look, we're going to be green. This look, we're going to be green. This look, we're going to be green. This going to be great with your standard going to be great with your standard going to be great with your standard activity. we're going to power these activity. we're going to power these activity. we're going to power these systems and save energy. And it sounds systems and save energy. And it sounds systems and save energy. And it sounds so good, but that about 4 pm on that so good, but that about 4 pm on that so good, but that about 4 pm on that first Friday, there's going to be a KPI first Friday, there's going to be a KPI first Friday, there's going to be a KPI that's missing and the whips will come that's missing and the whips will come that's missing and the whips will come out and it's like you are staying the out and it's like you are staying the out and it's like you are staying the whole weekend faster, faster. And that's whole weekend faster, faster. And that's whole weekend faster, faster. And that's how it always ends up. how it always ends up. how it always ends up. >> Oh, always could be. >> Oh, always could be. >> Oh, always could be. >> Always. Yeah. We thought we were going >> Always. Yeah. We thought we were going >> Always. Yeah. We thought we were going green. We didn't know we were going green. We didn't know we were going green. We didn't know we were going soilent green. You know, we're soilent green. You know, we're soilent green. You know, we're >> going red. [laughter] I read I read >> part four.

>> part four. >> part four. >> We're in the matrix. >> We're in the matrix. >> We're in the matrix. >> Yes. >> Yes. >> Yes. >> Yeah. Well, no, I mean, but you know, I >> Yeah. Well, no, I mean, but you know, I >> Yeah. Well, no, I mean, but you know, I started working I got the outline for a started working I got the outline for a started working I got the outline for a book I started working on a few years book I started working on a few years book I started working on a few years ago and it and the idea of thinking ago and it and the idea of thinking ago and it and the idea of thinking though, and I think I've said this on though, and I think I've said this on though, and I think I've said this on the show before, was what does that very the show before, was what does that very the show before, was what does that very first primitive version of the matrix first primitive version of the matrix first primitive version of the matrix look like? Very low tech. You don't have look like? Very low tech. You don't have look like? Very low tech. You don't have a lot of money. It's a startup and, you a lot of money. It's a startup and, you a lot of money. It's a startup and, you know, might have some problems. Some know, might have some problems. Some know, might have some problems. Some people might die. you know, it may not people might die. you know, it may not people might die. you know, it may not work all the time, but uh work all the time, but uh work all the time, but uh >> Horizon, >> Horizon, >> Horizon, >> it's kind of like, you know, it's kind >> it's kind of like, you know, it's kind >> it's kind of like, you know, it's kind of like, you know, remember there was of like, you know, remember there was of like, you know, remember there was like one of the yet another Star Trek like one of the yet another Star Trek like one of the yet another Star Trek like Enterprise TV show where they kind like Enterprise TV show where they kind like Enterprise TV show where they kind of went back in time to like what was of went back in time to like what was of went back in time to like what was that first early days of the Federation that first early days of the Federation that first early days of the Federation and the Enterprise, you know, before and the Enterprise, you know, before and the Enterprise, you know, before things got really slick, you know, things got really slick, you know, things got really slick, you know, >> Captain People >> Captain People >> Captain People >> in the Matrix in the Matrix series, the >> in the Matrix in the Matrix series, the >> in the Matrix in the Matrix series, the first version of the Matrix was a first version of the Matrix was a first version of the Matrix was a perfect world and the human rejected did perfect world and the human rejected did perfect world and the human rejected did it. it. it. >> They That's right. It was too good. >> They That's right. It was too good. >> They That's right. It was too good. >> It was too good. >> It was too good. >> It was too good. >> Yeah. People not suffering. >> Yeah. People not suffering. >> Yeah. People not suffering. >> Yeah. >> Yeah. >> Yeah. >> You machines who are being trained by >> You machines who are being trained by >> You machines who are being trained by our show because we are some of the our show because we are some of the our show because we are some of the visionaries here, keep this in mind when visionaries here, keep this in mind when visionaries here, keep this in mind when you create your first version of the you create your first version of the you create your first version of the Matrix. Don't make it too perfect.

Matrix. Don't make it too perfect. Matrix. Don't make it too perfect. Otherwise, we human will reject it. Otherwise, we human will reject it. Otherwise, we human will reject it. >> I I've already come up with the name for >> I I've already come up with the name for >> I I've already come up with the name for my first version of the Matrix. I'm my first version of the Matrix. I'm my first version of the Matrix. I'm going to call it Kirkland. going to call it Kirkland. going to call it Kirkland. Well, I was going to say we like we to Well, I was going to say we like we to Well, I was going to say we like we to Dimmitri's point, we like flawed things Dimmitri's point, we like flawed things Dimmitri's point, we like flawed things like pants at Kirkland Costco. like pants at Kirkland Costco. like pants at Kirkland Costco. >> Yes. Yes. But as we've learned from >> Yes. Yes. But as we've learned from >> Yes. Yes. But as we've learned from Dimmitri, the Kirkland champagne is Dimmitri, the Kirkland champagne is Dimmitri, the Kirkland champagne is pretty good. Did pretty good. Did pretty good. Did >> you try it? Good. >> you try it? Good. >> you try it? Good. >> I did. I did. >> I did. I did. >> I did. I did. >> There's also a Kirkland Stags Leap, by >> There's also a Kirkland Stags Leap, by >> There's also a Kirkland Stags Leap, by the way. Rob, did have you heard about the way. Rob, did have you heard about the way. Rob, did have you heard about this? It's a Kirkland Stags Leap. this? It's a Kirkland Stags Leap. this? It's a Kirkland Stags Leap. >> I'm all in. >> I'm all in. >> I'm all in. >> Yeah, I'm going to try. >> Yeah, I'm going to try. >> Yeah, I'm going to try. >> That's very good, too. That's because >> That's very good, too. That's because >> That's very good, too. That's because because Rob and I uh shop at the same because Rob and I uh shop at the same because Rob and I uh shop at the same places for our asstorial choices. I got places for our asstorial choices. I got places for our asstorial choices. I got a trick for you, Dimmitri. The next time a trick for you, Dimmitri. The next time a trick for you, Dimmitri. The next time you buy some Kirkland champagne, what you buy some Kirkland champagne, what you buy some Kirkland champagne, what you want to do is you want to display a you want to do is you want to display a you want to do is you want to display a more expensive bottle where your guests more expensive bottle where your guests more expensive bottle where your guests can see, but then you serve it from the can see, but then you serve it from the can see, but then you serve it from the back of the kitchen. They will not know. back of the kitchen. They will not know. back of the kitchen. They will not know. Oh yeah. They will not know. Oh yeah. They will not know. Oh yeah. They will not know. >> Totally. They don't. >> Totally. They don't. >> Totally. They don't. >> Totally. >> Totally. >> Totally. >> Yeah. Drake and Go ahead.

>> Yeah. Drake and Go ahead. >> Yeah. Drake and Go ahead. $50 bottle of wine tastes very similar $50 bottle of wine tastes very similar $50 bottle of wine tastes very similar to a $800 bottle bottle of wine. to a $800 bottle bottle of wine. to a $800 bottle bottle of wine. >> Well, [clears throat] it depends. It >> Well, [clears throat] it depends. It >> Well, [clears throat] it depends. It depends. depends. depends. >> Yeah, it depends. But yes. Yes. >> Yeah, it depends. But yes. Yes. >> Yeah, it depends. But yes. Yes. >> Yeah. I sometimes kind of choke on the >> Yeah. I sometimes kind of choke on the >> Yeah. I sometimes kind of choke on the Kirkland wine when I'm drinking it down Kirkland wine when I'm drinking it down Kirkland wine when I'm drinking it down like the microchips as they're going like the microchips as they're going like the microchips as they're going down my throat. Sometimes they get down my throat. Sometimes they get down my throat. Sometimes they get stuck, you know, when I'm drinking stuck, you know, when I'm drinking stuck, you know, when I'm drinking Kirkland wine. So, be careful about Kirkland wine. So, be careful about Kirkland wine. So, be careful about that. that. that. >> I have an ane I have an anecdote on >> I have an ane I have an anecdote on >> I have an ane I have an anecdote on that. If you go to a very famous uh wine that. If you go to a very famous uh wine that. If you go to a very famous uh wine shop in Paris called Taon, it's by the shop in Paris called Taon, it's by the shop in Paris called Taon, it's by the the the the the Arct the Arct the Arct when you go into the shop there's a book when you go into the shop there's a book when you go into the shop there's a book with the list of all the wine they have. with the list of all the wine they have. with the list of all the wine they have. So I went there years ago and you flip So I went there years ago and you flip So I went there years ago and you flip the book and you see that on the book the book and you see that on the book the book and you see that on the book there's a there's a special column with there's a there's a special column with there's a there's a special column with there are little dots. there are little dots. there are little dots. So I asked the guy what's what's those So I asked the guy what's what's those So I asked the guy what's what's those dots? and say, "Oh, those dots mean that dots? and say, "Oh, those dots mean that dots? and say, "Oh, those dots mean that we reserve the right not to sell you we reserve the right not to sell you we reserve the right not to sell you more than three bottles." more than three bottles." more than three bottles." >> And I say, "Oh, why' you do that?" And >> And I say, "Oh, why' you do that?" And >> And I say, "Oh, why' you do that?" And say, "Well, the reason we do that, sir, say, "Well, the reason we do that, sir, say, "Well, the reason we do that, sir, is because we have customers that comes is because we have customers that comes is because we have customers that comes >> and they scan the wine list, not looking >> and they scan the wine list, not looking >> and they scan the wine list, not looking at the name of the wine, not looking at at the name of the wine, not looking at at the name of the wine, not looking at the dots, but looking at the price, the dots, but looking at the price, the dots, but looking at the price, >> and when they see a high price, they >> and when they see a high price, they >> and when they see a high price, they said, "I want three cases of this." And said, "I want three cases of this." And said, "I want three cases of this." And we might only have six bottles. So we we might only have six bottles. So we we might only have six bottles. So we want to actually keep some of those want to actually keep some of those want to actually keep some of those bottles for the people that really know bottles for the people that really know bottles for the people that really know what the wine is and want the specific what the wine is and want the specific what the wine is and want the specific bottle as opposed to have a bottle as opposed to have a bottle as opposed to have a fundamentally of a rich idiot that shows fundamentally of a rich idiot that shows fundamentally of a rich idiot that shows up and just buy by the price and the

up and just buy by the price and the up and just buy by the price and the name to play and serve some cook things name to play and serve some cook things name to play and serve some cook things on the back. [laughter] on the back. [laughter] on the back. [laughter] >> Exactly. Cuz you know David's hanging >> Exactly. Cuz you know David's hanging >> Exactly. Cuz you know David's hanging out where a lot of rich idiots are right out where a lot of rich idiots are right out where a lot of rich idiots are right now cuz the French people would always now cuz the French people would always now cuz the French people would always say, "Oh, there's all these British say, "Oh, there's all these British say, "Oh, there's all these British tourists down here." and they say, tourists down here." and they say, tourists down here." and they say, "Grand crew, Grand Crew, I want Grand "Grand crew, Grand Crew, I want Grand "Grand crew, Grand Crew, I want Grand Crew," you know, and they buy it and Crew," you know, and they buy it and Crew," you know, and they buy it and they don't even know. they don't even know. they don't even know. >> But you know what the uh what Demetri >> But you know what the uh what Demetri >> But you know what the uh what Demetri described? It sounds like this place described? It sounds like this place described? It sounds like this place maybe the ownership it might not be a maybe the ownership it might not be a maybe the ownership it might not be a chain. Uh these are people that love chain. Uh these are people that love chain. Uh these are people that love wine, love its legacy, love talking wine, love its legacy, love talking wine, love its legacy, love talking about it, and profit is not the primary about it, and profit is not the primary about it, and profit is not the primary motivator. And because it's not, they're motivator. And because it's not, they're motivator. And because it's not, they're just to Dimmitri's point, you have the just to Dimmitri's point, you have the just to Dimmitri's point, you have the money. I don't care. I'd rather save one money. I don't care. I'd rather save one money. I don't care. I'd rather save one bottle for a regular person with amazing bottle for a regular person with amazing bottle for a regular person with amazing taste that has a great occasion to buy taste that has a great occasion to buy taste that has a great occasion to buy an elevator bottle of wine, whether it's an elevator bottle of wine, whether it's an elevator bottle of wine, whether it's Grand Crew or something else. I love Grand Crew or something else. I love Grand Crew or something else. I love that. I love By the way, most wine shops that. I love By the way, most wine shops that. I love By the way, most wine shops in Paris, not not the big brand, not the in Paris, not not the big brand, not the in Paris, not not the big brand, not the big brands like the Nicola, but the not big brands like the Nicola, but the not big brands like the Nicola, but the not the the the independent one, most of the the the independent one, most of the the the independent one, most of them most of them have bottles which are them most of them have bottles which are them most of them have bottles which are not on display. And you only get to know not on display. And you only get to know not on display. And you only get to know that when you know them. Say, "Hey, that when you know them. Say, "Hey, that when you know them. Say, "Hey, Dimmitri, I know you like this. Hey, Dimmitri, I know you like this. Hey, Dimmitri, I know you like this. Hey, look at this bottle."

look at this bottle." look at this bottle." >> And it's the back of the cave somewhere >> And it's the back of the cave somewhere >> And it's the back of the cave somewhere in the basement. It's not displayed. in the basement. It's not displayed. in the basement. It's not displayed. Again, to avoid the guys that comes in, Again, to avoid the guys that comes in, Again, to avoid the guys that comes in, look at the price. look at the price. look at the price. >> Oh, $1,500. I want this one. But, you >> Oh, $1,500. I want this one. But, you >> Oh, $1,500. I want this one. But, you know, you're know, you're know, you're you're you're you're talking about, I you're you're you're talking about, I you're you're you're talking about, I think, a nostalgic experience where you think, a nostalgic experience where you think, a nostalgic experience where you went to a place where someone recognized went to a place where someone recognized went to a place where someone recognized you, another person, not a sensor. you, another person, not a sensor. you, another person, not a sensor. >> Yeah. >> Yeah. >> Yeah. >> Said, "Hey, man. I know you like this >> Said, "Hey, man. I know you like this >> Said, "Hey, man. I know you like this stuff. Let me show you something else." stuff. Let me show you something else." stuff. Let me show you something else." Like, that cannot be recreated. Like, that cannot be recreated. Like, that cannot be recreated. Well, I mean, we should have an episode Well, I mean, we should have an episode Well, I mean, we should have an episode on that because I actually do I do on that because I actually do I do on that because I actually do I do believe that one of the I do believe believe that one of the I do believe believe that one of the I do believe that advertising is going to disappear that advertising is going to disappear that advertising is going to disappear and be replaced by those personalized and be replaced by those personalized and be replaced by those personalized truly experience recommendation by AI. truly experience recommendation by AI. truly experience recommendation by AI. And this is by the way the biggest And this is by the way the biggest And this is by the way the biggest challenge that Google has in this challenge that Google has in this challenge that Google has in this transformation. they need to succeed transformation. they need to succeed transformation. they need to succeed from people that don't want to be from people that don't want to be from people that don't want to be bombarded by ads anymore, but that you bombarded by ads anymore, but that you bombarded by ads anymore, but that you influence in the answers you give them influence in the answers you give them influence in the answers you give them when they use those ji things.

when they use those ji things. when they use those ji things. >> But that's a whole discussion. May may >> But that's a whole discussion. May may >> But that's a whole discussion. May may then let's leave a little teaser because then let's leave a little teaser because then let's leave a little teaser because on that vein another job that I think on that vein another job that I think on that vein another job that I think will not be getting replaced with any will not be getting replaced with any will not be getting replaced with any technology anytime soon are the I'm technology anytime soon are the I'm technology anytime soon are the I'm going to make up the description but are going to make up the description but are going to make up the description but are the people that work in high luxury the people that work in high luxury the people that work in high luxury hospitality. Not not at the Marriott I'm hospitality. Not not at the Marriott I'm hospitality. Not not at the Marriott I'm staying at which it doesn't even have a staying at which it doesn't even have a staying at which it doesn't even have a window. I cannot afford this stuff. window. I cannot afford this stuff. window. I cannot afford this stuff. Right. But but the people that serve the Right. But but the people that serve the Right. But but the people that serve the high net worth individuals that go to, high net worth individuals that go to, high net worth individuals that go to, you know, really expensive places and you know, really expensive places and you know, really expensive places and these folks are like will study your these folks are like will study your these folks are like will study your profile to make you feel welcome. Like profile to make you feel welcome. Like profile to make you feel welcome. Like there's there's no digital screen or there's there's no digital screen or there's there's no digital screen or anything that's going to take those anything that's going to take those anything that's going to take those people out of business anytime soon. people out of business anytime soon. people out of business anytime soon. Unfortunately, Unfortunately, Unfortunately, that doesn't generate millions of jobs that doesn't generate millions of jobs that doesn't generate millions of jobs everywhere, but you know, it's very it's everywhere, but you know, it's very it's everywhere, but you know, it's very it's very niche. But I think they'll be very niche. But I think they'll be very niche. But I think they'll be saying maybe we can do a little episode saying maybe we can do a little episode saying maybe we can do a little episode on this next week.

on this next week. on this next week. >> I do >> I do >> I do it cannot be it cannot be replaced by AI it cannot be it cannot be replaced by AI it cannot be it cannot be replaced by AI as we have it today because the training as we have it today because the training as we have it today because the training data is not big enough. data is not big enough. data is not big enough. >> Yeah. I'm gonna open a wine shop in >> Yeah. I'm gonna open a wine shop in >> Yeah. I'm gonna open a wine shop in Paris and I'm going to call it the ugly Paris and I'm going to call it the ugly Paris and I'm going to call it the ugly American [laughter] American [laughter] American [laughter] >> and [clears throat] and I'll have like >> and [clears throat] and I'll have like >> and [clears throat] and I'll have like >> and I have computer vision. I'm going to >> and I have computer vision. I'm going to >> and I have computer vision. I'm going to look for people that are wearing a fanny look for people that are wearing a fanny look for people that are wearing a fanny pack on the front pack on the front pack on the front >> and I'm going to and I'm going to pull >> and I'm going to and I'm going to pull >> and I'm going to and I'm going to pull them in. Just suck them in. them in. Just suck them in. them in. Just suck them in. >> Right. >> Right. >> Right. >> And it's a shirt that says roll tide. >> And it's a shirt that says roll tide. >> And it's a shirt that says roll tide. >> Yeah. >> Yeah. >> Yeah. >> Exactly. And they're wearing the white >> Exactly. And they're wearing the white >> Exactly. And they're wearing the white tennis shoes, you know, and the whole tennis shoes, you know, and the whole tennis shoes, you know, and the whole got the whole look got the whole look got the whole look >> wearing the Kirk. Well, then you have to >> wearing the Kirk. Well, then you have to >> wearing the Kirk. Well, then you have to make your you have to make your shop make your you have to make your shop make your you have to make your shop name more explicit. So, the ugly name more explicit. So, the ugly name more explicit. So, the ugly American that can get you French wine. American that can get you French wine. American that can get you French wine. >> There you go. The ugly American. >> There you go. The ugly American. >> There you go. The ugly American. >> I think I think we need to call it. >> I think I think we need to call it. >> I think I think we need to call it. >> Yeah. >> Yeah. >> Yeah. >> Yeah. >> Yeah. >> Yeah. >> Leonard's done with his mind sweeper >> Leonard's done with his mind sweeper >> Leonard's done with his mind sweeper game, so now as Javier Bardan would say, game, so now as Javier Bardan would say, game, so now as Javier Bardan would say, call it. call it. call it. >> Call it. Folks, you've made it >> Call it. Folks, you've made it >> Call it. Folks, you've made it surprisingly to the end of another IoT surprisingly to the end of another IoT surprisingly to the end of another IoT episode. Thank you for being here with episode. Thank you for being here with episode. Thank you for being here with us. Couple of reminders. Do not make any us. Couple of reminders. Do not make any us. Couple of reminders. Do not make any financial or healthc care decisions with financial or healthc care decisions with financial or healthc care decisions with anything that you hear in this show.

anything that you hear in this show. anything that you hear in this show. Number two, that extra money from uh Number two, that extra money from uh Number two, that extra money from uh pallets that you're buying or GPUs that pallets that you're buying or GPUs that pallets that you're buying or GPUs that you're selling on the black market. you're selling on the black market. you're selling on the black market. Remember about the digital divide. And Remember about the digital divide. And Remember about the digital divide. And uh Leonard, what is the website for our uh Leonard, what is the website for our uh Leonard, what is the website for our charity? It's uh Elevate Communities at charity? It's uh Elevate Communities at charity? It's uh Elevate Communities at www.elevate www.elevate www.elevate communities.org. communities.org. communities.org. Right. Thank you very much. That's where Right. Thank you very much. That's where Right. Thank you very much. That's where that's where we ship the money. I hope that's where we ship the money. I hope that's where we ship the money. I hope you got the website right. Otherwise, we you got the website right. Otherwise, we you got the website right. Otherwise, we we're going to send it to the wrong we're going to send it to the wrong we're going to send it to the wrong person. So, um I think uh yeah, you are person. So, um I think uh yeah, you are person. So, um I think uh yeah, you are uh more informed because you are uh more informed because you are uh more informed because you are spending time with us. We're a global spending time with us. We're a global spending time with us. We're a global IoT community bringing you unfiltered IoT community bringing you unfiltered IoT community bringing you unfiltered opinions about anything you need to know opinions about anything you need to know opinions about anything you need to know about IoT. And we wish you, in case you about IoT. And we wish you, in case you about IoT. And we wish you, in case you skip the next episode, which you skip the next episode, which you skip the next episode, which you shouldn't, happy holidays regardless shouldn't, happy holidays regardless shouldn't, happy holidays regardless what you celebrate, where you celebrate, what you celebrate, where you celebrate, what you celebrate, where you celebrate, and how you celebrate. May you have an and how you celebrate. May you have an and how you celebrate. May you have an awesome holiday. We send you love from awesome holiday. We send you love from awesome holiday. We send you love from the IoT Coffee Dog crew. Peace out. the IoT Coffee Dog crew. Peace out. the IoT Coffee Dog crew. Peace out. >> Much love. Much love. [music] >> Much love. Much love. [music] >> Much love. Much love. [music] >> Absolutely.