IoT Coffee Talk: Episode 252 - IoT Hulk Smash! (Is IoT making a comeback?)

Okie do we're going look at Okie do we're going look at this what is this here I want to show this what is this here I want to show this what is this here I want to show you okay um hey everyone welcome to iot you okay um hey everyone welcome to iot you okay um hey everyone welcome to iot Coffey talk welcome Coffey talk welcome Coffey talk welcome everyone the hell where are you leard everyone the hell where are you leard everyone the hell where are you leard why am I seeing myself I don't know this why am I seeing myself I don't know this why am I seeing myself I don't know this is like really weird check this is like really weird check this is like really weird check this out oh W that's pretty out oh W that's pretty out oh W that's pretty Hightech right can you see yeah yeah Hightech right can you see yeah yeah Hightech right can you see yeah yeah it's a little blurry but I can see the it's a little blurry but I can see the it's a little blurry but I can see the digital I don't know why it's blurry digital I don't know why it's blurry digital I don't know why it's blurry hold hold hold on see if I can get some of the blur out on see if I can get some of the blur out on see if I can get some of the blur out yeah uh anyway yeah yeah uh anyway yeah yeah uh anyway yeah I'm sure cool right it is cool I'm sure I'm sure cool right it is cool I'm sure I'm sure cool right it is cool I'm sure the Baristas are like who is this creepy the Baristas are like who is this creepy the Baristas are like who is this creepy guy zooming in on on my machine idiot guy zooming in on on my machine idiot guy zooming in on on my machine idiot yeah exactly weirdo yeah yeah so how's it exactly weirdo yeah yeah so how's it going man it's good it's good so where going man it's good it's good so where going man it's good it's good so where are you at today uh I'm in Long Beach are you at today uh I'm in Long Beach are you at today uh I'm in Long Beach Long Beach Long Beach everybody knows Long Beach Long Beach everybody knows Long Beach Long Beach everybody knows what that what that what that means yes me you're hanging means you're means yes me you're hanging means you're means yes me you're hanging means you're hang with Snoop Dogg today that's what hang with Snoop Dogg today that's what hang with Snoop Dogg today that's what it means it means it means yes and uh see I'm in this uh coffee yes and uh see I'm in this uh coffee yes and uh see I'm in this uh coffee shop it's actually really nice yeah in shop it's actually really nice yeah in shop it's actually really nice yeah in the middle of a the Port of Los Angeles the middle of a the Port of Los Angeles the middle of a the Port of Los Angeles and I'm gonna step outside because kind and I'm gonna step outside because kind and I'm gonna step outside because kind of NOS you this yeah guess what it's of NOS you this yeah guess what it's of NOS you this yeah guess what it's raining what you got rain raining in raining what you got rain raining in raining what you got rain raining in California in California yeah it's California in California yeah it's California in California yeah it's pretty crazy

pretty crazy pretty crazy wow yeah so I'm here for a special event wow yeah so I'm here for a special event wow yeah so I'm here for a special event it's an Ericson event for sale G are you it's an Ericson event for sale G are you it's an Ericson event for sale G are you familiar with that I don't know it uhuh familiar with that I don't know it uhuh familiar with that I don't know it uhuh yeah it's like yeah it's like yeah it's like um that uh it's it's the racing Stu um that uh it's it's the racing Stu um that uh it's it's the racing Stu racing sailing like sailing racing yeah racing sailing like sailing racing yeah racing sailing like sailing racing yeah daing racing and daing racing and daing racing and um so I guess the Nuance of this form of um so I guess the Nuance of this form of um so I guess the Nuance of this form of sailing is that all the ships are speced sailing is that all the ships are speced sailing is that all the ships are speced exactly the same right there's the exactly the same right there's the exactly the same right there's the standard spe so it's like kind of like I standard spe so it's like kind of like I standard spe so it's like kind of like I guess NASCAR it's like NASCAR it's like guess NASCAR it's like NASCAR it's like guess NASCAR it's like NASCAR it's like Ricky Bobby right Ricky Bobby right Ricky Bobby right Ricky Ricky Bobby yeah so Ricky Ricky Bobby yeah so Ricky Ricky Bobby yeah so um uh you know winning is all about um uh you know winning is all about um uh you know winning is all about execution right execution being able to execution right execution being able to execution right execution being able to optimize um the crew performance and uh optimize um the crew performance and uh optimize um the crew performance and uh and so the argument here is having and so the argument here is having and so the argument here is having data uh is going to be the advantage data uh is going to be the advantage data uh is going to be the advantage right so if you're able to analyze the right so if you're able to analyze the right so if you're able to analyze the data and uh data and uh data and uh feedback the performance of the crew the feedback the performance of the crew the feedback the performance of the crew the performance of the The Vessel then performance of the The Vessel then performance of the The Vessel then that's the formula for winning right or that's the formula for winning right or that's the formula for winning right or at least that's some differentiation at least that's some differentiation at least that's some differentiation that you can tap into to uh give that you can tap into to uh give that you can tap into to uh give yourself an edge yeah and so obviously yourself an edge yeah and so obviously yourself an edge yeah and so obviously with Ericson there's going to be a whole with Ericson there's going to be a whole with Ericson there's going to be a whole 5G aspect about it private so uh yeah

5G aspect about it private so uh yeah 5G aspect about it private so uh yeah I'm here to kick the tires on it you I'm here to kick the tires on it you I'm here to kick the tires on it you know and check it out and uh yeah since know and check it out and uh yeah since know and check it out and uh yeah since this is not in Boston or in London I this is not in Boston or in London I this is not in Boston or in London I figure hey I'll just make the drive up figure hey I'll just make the drive up figure hey I'll just make the drive up you might as well make the drive up guys you might as well make the drive up guys you might as well make the drive up guys yeah so you know speaking of like yeah so you know speaking of like yeah so you know speaking of like planning or execution what did Mike planning or execution what did Mike planning or execution what did Mike Tyson always tell us about that Tyson always tell us about that Tyson always tell us about that stuff Mike Tyson I think he said that stuff Mike Tyson I think he said that stuff Mike Tyson I think he said that everybody has a plan until they get everybody has a plan until they get everybody has a plan until they get punched in the punched in the punched in the [Laughter] [Laughter] [Laughter] face and so that goes back to ex right face and so that goes back to ex right face and so that goes back to ex right you can have the best plan in the world you can have the best plan in the world you can have the best plan in the world but if you guys can't execute on it but if you guys can't execute on it but if you guys can't execute on it that's true yeah you know what yeah life that's true yeah you know what yeah life that's true yeah you know what yeah life is boxing you know they say life is like is boxing you know they say life is like is boxing you know they say life is like golf is like life but boxing is like golf is like life but boxing is like golf is like life but boxing is like life yeah actually because youve got life yeah actually because youve got life yeah actually because youve got this grand plan in life and whatever this grand plan in life and whatever this grand plan in life and whatever you're doing and you go out to attack it you're doing and you go out to attack it you're doing and you go out to attack it and then someone punches you in the face and then someone punches you in the face and then someone punches you in the face and then and all of a sudden the world and then and all of a sudden the world and then and all of a sudden the world is a different place especially if you is a different place especially if you is a different place especially if you get clocked really hard and you get get clocked really hard and you get get clocked really hard and you get knocked on your butt yeah exactly but knocked on your butt yeah exactly but knocked on your butt yeah exactly but luckily luckily you know how to do that luckily luckily you know how to do that luckily luckily you know how to do that in in in Barcelona did I you did when you got Barcelona did I you did when you got Barcelona did I you did when you got when that guy tried to mug you oh my God man you know that was the you oh my God man you know that was the first time in all these years that I first time in all these years that I first time in all these years that I ever had any incident I've never had ever had any incident I've never had ever had any incident I've never had anything stolen you know you always hear anything stolen you know you always hear anything stolen you know you always hear uh stories about people getting robbed

uh stories about people getting robbed uh stories about people getting robbed and stuff like that and stuff like that and stuff like that um my buddy Earl Lum he got mugged last um my buddy Earl Lum he got mugged last um my buddy Earl Lum he got mugged last year so two guys basically hned him up year so two guys basically hned him up year so two guys basically hned him up against the wall and stole stole his against the wall and stole stole his against the wall and stole stole his watch uh yeah and then and this guy watch uh yeah and then and this guy watch uh yeah and then and this guy walks up to me uh and you know it walks up to me uh and you know it walks up to me uh and you know it sounded like he was asking for a lighter sounded like he was asking for a lighter sounded like he was asking for a lighter I said hey look I I don't smoke and then I said hey look I I don't smoke and then I said hey look I I don't smoke and then then he starts to um grab then he starts to um grab then he starts to um grab me and starts kicking my leg I don't me and starts kicking my leg I don't me and starts kicking my leg I don't going what the hell is this guy doing going what the hell is this guy doing going what the hell is this guy doing right and I think he was trying to to right and I think he was trying to to right and I think he was trying to to trip me but at the same time he was trip me but at the same time he was trip me but at the same time he was reaching over to uh the left side of my reaching over to uh the left side of my reaching over to uh the left side of my shoulder and trying to pull my gold shoulder and trying to pull my gold shoulder and trying to pull my gold chain off and he didn't realize it's one chain off and he didn't realize it's one chain off and he didn't realize it's one piece right and at that point I piece right and at that point I piece right and at that point I basically um you know elbowed him in the basically um you know elbowed him in the basically um you know elbowed him in the face pretty hard yeah uh and then he face pretty hard yeah uh and then he face pretty hard yeah uh and then he reeled back and then I punched him reeled back and then I punched him reeled back and then I punched him awesome and then he fell on the ground awesome and then he fell on the ground awesome and then he fell on the ground and I kicked him in the stomach good and and I kicked him in the stomach good and and I kicked him in the stomach good and I looked at him and I said what the are I looked at him and I said what the are I looked at him and I said what the are you doing right uh and at that moment I you doing right uh and at that moment I you doing right uh and at that moment I tried to calm myself down and I asked tried to calm myself down and I asked tried to calm myself down and I asked myself okay do I really want to take myself okay do I really want to take myself okay do I really want to take this any further because you know um you this any further because you know um you this any further because you know um you know this could get really complicated know this could get really complicated know this could get really complicated right yeah so uh the kid gets up he was

right yeah so uh the kid gets up he was right yeah so uh the kid gets up he was pretty tall actually he a little bit pretty tall actually he a little bit pretty tall actually he a little bit taller than me wow uh he gets up and taller than me wow uh he gets up and taller than me wow uh he gets up and then I decide to scare the living [ __ ] then I decide to scare the living [ __ ] then I decide to scare the living [ __ ] out of them and that's what I did yeah out of them and that's what I did yeah out of them and that's what I did yeah um I I I chased them a little bit and um I I I chased them a little bit and um I I I chased them a little bit and then unfortunately for him uh a taxi hit then unfortunately for him uh a taxi hit then unfortunately for him uh a taxi hit him and at that point I said screw this him and at that point I said screw this him and at that point I said screw this noise I'm out of here and for those out noise I'm out of here and for those out noise I'm out of here and for those out yeah and serves him right um at that yeah and serves him right um at that yeah and serves him right um at that point I really don't care what happened point I really don't care what happened point I really don't care what happened to him and to him and to him and so um is that like is that like in these so um is that like is that like in these so um is that like is that like in these movies where the bad guy does something movies where the bad guy does something movies where the bad guy does something and then he's backing away like he's and then he's backing away like he's and then he's backing away like he's going to get away and then right then a going to get away and then right then a going to get away and then right then a bus just hits bus just hits bus just hits him I was like what oh my gosh but you him I was like what oh my gosh but you him I was like what oh my gosh but you know um I don't know I mean I'm like know um I don't know I mean I'm like know um I don't know I mean I'm like really out of shape I don't know how I really out of shape I don't know how I really out of shape I don't know how I kicked this guy's butt um it wasn't like kicked this guy's butt um it wasn't like kicked this guy's butt um it wasn't like he was like a short guy yeah you know he was like a short guy yeah you know he was like a short guy yeah you know it's like you know old dude strength do it's like you know old dude strength do it's like you know old dude strength do you know what I'm saying it like comes you know what I'm saying it like comes you know what I'm saying it like comes out out of nowhere yeah but somehow old out out of nowhere yeah but somehow old out out of nowhere yeah but somehow old people like me have this like sort like people like me have this like sort like people like me have this like sort like incredible Hulk like type of thing going incredible Hulk like type of thing going incredible Hulk like type of thing going on yeah and you know it just kicks in on yeah and you know it just kicks in on yeah and you know it just kicks in right right and so for all of you young right right and so for all of you young right right and so for all of you young whipper snappers out there who think whipper snappers out there who think whipper snappers out there who think that you can mug an old guy like that you can mug an old guy like that you can mug an old guy like me think twice you're GNA get the Hulk me think twice you're GNA get the Hulk me think twice you're GNA get the Hulk smashed yeah yeah you might get smashed smashed yeah yeah you might get smashed smashed yeah yeah you might get smashed by a taxi so by a taxi so by a taxi so right yeah but man dude that was like

right yeah but man dude that was like right yeah but man dude that was like that was just crazy but yeah you know I that was just crazy but yeah you know I that was just crazy but yeah you know I figured I'm not hurt nothing got stolen figured I'm not hurt nothing got stolen figured I'm not hurt nothing got stolen yeah I'm good you're good the kid yeah I'm good you're good the kid yeah I'm good you're good the kid got got beat up a little bit and then got got beat up a little bit and then got got beat up a little bit and then got hit by a taxi I don't know so I'm got hit by a taxi I don't know so I'm got hit by a taxi I don't know so I'm right I walked away so you Mark was right I walked away so you Mark was right I walked away so you Mark was always telling us that that is a bad always telling us that that is a bad always telling us that that is a bad part of town where Sarah 23 is yeah and part of town where Sarah 23 is yeah and part of town where Sarah 23 is yeah and I never believed him we go all the time I never believed him we go all the time I never believed him we go all the time and I've walked all over that City I've and I've walked all over that City I've and I've walked all over that City I've walked all over that City at 2 in the walked all over that City at 2 in the walked all over that City at 2 in the morning by myself a million times I'm morning by myself a million times I'm morning by myself a million times I'm never had a never had a never had a problem yeah yeah it was unbelievable problem yeah yeah it was unbelievable problem yeah yeah it was unbelievable and you know and you know and you know uh it was it was sad and I I guess I got uh it was it was sad and I I guess I got uh it was it was sad and I I guess I got lucky because I could have I don't know lucky because I could have I don't know lucky because I could have I don't know there could have been two or three of there could have been two or three of there could have been two or three of those guys and then right I don't think those guys and then right I don't think those guys and then right I don't think I could have handled two or three of I could have handled two or three of I could have handled two or three of them you know um so yeah a little bit them you know um so yeah a little bit them you know um so yeah a little bit scary scary scary um actually it wasn't um actually it wasn't um actually it wasn't scary no I kicked his ass so ass exactly scary no I kicked his ass so ass exactly scary no I kicked his ass so ass exactly that's the right attitude and if there that's the right attitude and if there that's the right attitude and if there had been two or three of them you would had been two or three of them you would had been two or three of them you would have kicked all of their asses then uh then yeah the um the the asses then uh then yeah the um the the whole Bruce Lee thing would have kicked whole Bruce Lee thing would have kicked whole Bruce Lee thing would have kicked in right exactly you're gonna be like in right exactly you're gonna be like in right exactly you're gonna be like water and and they get up and you look water and and they get up and you look water and and they get up and you look at him and you go at him and you go at him and you go [Laughter] [Laughter] [Laughter] no but you know seriously I I I was

no but you know seriously I I I was no but you know seriously I I I was really lucky Jesus yeah really really really lucky Jesus yeah really really really lucky Jesus yeah really really lucky because you know usually people lucky because you know usually people lucky because you know usually people get hurt or something or something gets get hurt or something or something gets get hurt or something or something gets stolen and um the only bad stuff that stolen and um the only bad stuff that stolen and um the only bad stuff that happened was to the the guy yeah and you happened was to the the guy yeah and you happened was to the the guy yeah and you know serves him right you know what I'm know serves him right you know what I'm know serves him right you know what I'm saying so and I didn't have to deal with saying so and I didn't have to deal with saying so and I didn't have to deal with the police the taxi dealt with them for the police the taxi dealt with them for the police the taxi dealt with them for me and there you go I love it oh my gosh me and there you go I love it oh my gosh me and there you go I love it oh my gosh oh my God I guess you know as I say um oh my God I guess you know as I say um oh my God I guess you know as I say um don't make me angry you wouldn't like me don't make me angry you wouldn't like me don't make me angry you wouldn't like me angry right when I'm angry exactly so angry right when I'm angry exactly so angry right when I'm angry exactly so yeah so I think we were both taking a yeah so I think we were both taking a yeah so I think we were both taking a back when we saw the packed room for iot back when we saw the packed room for iot back when we saw the packed room for iot stars at embedded world oh my God you stars at embedded world oh my God you stars at embedded world oh my God you know all our friends were there what the know all our friends were there what the know all our friends were there what the hell oh my God that place is packed what hell oh my God that place is packed what hell oh my God that place is packed what the heck oh my God yeah I had like the heck oh my God yeah I had like the heck oh my God yeah I had like serious f when I saw that photo yeah serious f when I saw that photo yeah serious f when I saw that photo yeah that was totally not like mwc's that was totally not like mwc's that was totally not like mwc's attendance no the mwc's attendance was a attendance no the mwc's attendance was a attendance no the mwc's attendance was a little a little a little a little different uh lighter definitely little different uh lighter definitely little different uh lighter definitely um but that that had like the old Vibe um but that that had like the old Vibe um but that that had like the old Vibe you know what I'm saying the embedded you know what I'm saying the embedded you know what I'm saying the embedded World iot Stars it looked like it had a World iot Stars it looked like it had a World iot Stars it looked like it had a lot of energy but then also a lot of the lot of energy but then also a lot of the lot of energy but then also a lot of the cast of uh characters that we usually cast of uh characters that we usually cast of uh characters that we usually hang out with in the brands right rack hang out with in the brands right rack hang out with in the brands right rack was there was there was there yeah um they they all showed up there yeah um they they all showed up there yeah um they they all showed up there but you know I I suppose you have but you know I I suppose you have but you know I I suppose you have to uh you know you can't go to every

to uh you know you can't go to every to uh you know you can't go to every single conference right and mwc has single conference right and mwc has single conference right and mwc has changed a lot iot has changed a lot and changed a lot iot has changed a lot and changed a lot iot has changed a lot and um you know that's a really that's a um you know that's a really that's a um you know that's a really that's a really good point you know there there really good point you know there there really good point you know there there was a time frame when at mwc everybody was a time frame when at mwc everybody was a time frame when at mwc everybody was talking about iot yeah for a and so was talking about iot yeah for a and so was talking about iot yeah for a and so it kind of made sense you know the it kind of made sense you know the it kind of made sense you know the original um iot stars kind of It kind it original um iot stars kind of It kind it original um iot stars kind of It kind it came out of this you know we we were I came out of this you know we we were I came out of this you know we we were I don't want to say we were at the back don't want to say we were at the back don't want to say we were at the back end we were still kind of in the middle end we were still kind of in the middle end we were still kind of in the middle or the later stages of the smartphone or the later stages of the smartphone or the later stages of the smartphone Revolution which was really driving mwc Revolution which was really driving mwc Revolution which was really driving mwc mwc originally you know started out was mwc originally you know started out was mwc originally you know started out was more Telecom focused and then you had more Telecom focused and then you had more Telecom focused and then you had the rise of all the smartphone players the rise of all the smartphone players the rise of all the smartphone players and all the device management players and all the device management players and all the device management players and there used to be an event called and there used to be an event called and there used to be an event called mobile Monday that people did all over mobile Monday that people did all over mobile Monday that people did all over the world they had these the world they had these the world they had these meetings around smartphone Mobility apps meetings around smartphone Mobility apps meetings around smartphone Mobility apps all that kind of stuff and so uh Rudy all that kind of stuff and so uh Rudy all that kind of stuff and so uh Rudy dwale and those guys and Mark you know dwale and those guys and Mark you know dwale and those guys and Mark you know they were they did something called they were they did something called they were they did something called mobile Sunday and that was at the mobile Sunday and that was at the mobile Sunday and that was at the Estella Dam uh Estella Dam uh Estella Dam uh Brewery um and then the next day they Brewery um and then the next day they Brewery um and then the next day they did iot Stars uh at the whatever the did iot Stars uh at the whatever the did iot Stars uh at the whatever the name of the building is I always forget name of the building is I always forget name of the building is I always forget its name it looks kind of like the its name it looks kind of like the its name it looks kind of like the girkin in London uh for the first ever girkin in London uh for the first ever girkin in London uh for the first ever event event event um and then after that you know mobile um and then after that you know mobile um and then after that you know mobile Monday kind of faded and iot stars kind Monday kind of faded and iot stars kind Monday kind of faded and iot stars kind of took over because iot became the hot of took over because iot became the hot of took over because iot became the hot new thing at mwc at least for a while up

new thing at mwc at least for a while up new thing at mwc at least for a while up until 5G media took hold you know so until 5G media took hold you know so until 5G media took hold you know so there you have it folks um and so yeah there you have it folks um and so yeah there you have it folks um and so yeah it was going to be a big maybe it's time it was going to be a big maybe it's time it was going to be a big maybe it's time for us to have an iot Coffee Talk conference what what are you talking conference what what are you talking about have our own conf no I didn't say about have our own conf no I didn't say about have our own conf no I didn't say there I'm just saying maybe we should there I'm just saying maybe we should there I'm just saying maybe we should have our own have our own have our own conference I think so that might be kind conference I think so that might be kind conference I think so that might be kind of cool you know in California or of cool you know in California or of cool you know in California or something you something you something you know yeah yeah you know someplace know yeah yeah you know someplace know yeah yeah you know someplace everybody wants to go I San Diego how everybody wants to go I San Diego how everybody wants to go I San Diego how about San Diego how about San Diego I'm about San Diego how about San Diego I'm about San Diego how about San Diego I'm I'm down you know we should we should I'm down you know we should we should I'm down you know we should we should talk about that that might be actually talk about that that might be actually talk about that that might be actually really cool then we could do a lot of really cool then we could do a lot of really cool then we could do a lot of Media stuff yeah get sponsors maybe get Media stuff yeah get sponsors maybe get Media stuff yeah get sponsors maybe get a a big room like at the at the Dell a a big room like at the at the Dell a a big room like at the at the Dell Coronado or something you know dude that I that that place is like know dude that I that that place is like old man and they have like ghosts they old man and they have like ghosts they old man and they have like ghosts they place is like haunted man it is fun place is like haunted man it is fun place is like haunted man it is fun though to be out I love sitting out though to be out I love sitting out though to be out I love sitting out there on their Big Deck though for there on their Big Deck though for there on their Big Deck though for drinks you know watching Sunset yeah drinks you know watching Sunset yeah drinks you know watching Sunset yeah sure sure that's always nice I mean it sure sure that's always nice I mean it sure sure that's always nice I mean it is nice yeah yeah but the last thing you is nice yeah yeah but the last thing you is nice yeah yeah but the last thing you want is like freaking you're doing like want is like freaking you're doing like want is like freaking you're doing like a a talk and some cultured guys yeah a a talk and some cultured guys yeah a a talk and some cultured guys yeah that's true tight crap starts that's true tight crap starts that's true tight crap starts happening flying all over the place happening flying all over the place happening flying all over the place right so maybe maybe it'd be better to right so maybe maybe it'd be better to right so maybe maybe it'd be better to then have the event on the deck of one then have the event on the deck of one then have the event on the deck of one of the aircraft carriers or something

of the aircraft carriers or something of the aircraft carriers or something like that wouldn't that be cool you know like that wouldn't that be cool you know like that wouldn't that be cool you know yeah Tom Cruz drops think about yeah Tom Cruz drops think about yeah Tom Cruz drops think about yeah yeah or on a submarine in point LMA yeah yeah or on a submarine in point LMA yeah yeah or on a submarine in point LMA there's so much so much to do in San there's so much so much to do in San there's so much so much to do in San Diego as everyone knows that's true Diego as everyone knows that's true Diego as everyone knows that's true that's true I like this whole family that's true I like this whole family that's true I like this whole family staring at me walking what the hell is staring at me walking what the hell is staring at me walking what the hell is this guy doing he's talking to himself this guy doing he's talking to himself this guy doing he's talking to himself so yeah that poor old man he doesn't so yeah that poor old man he doesn't so yeah that poor old man he doesn't know that there's nobody know that there's nobody know that there's nobody there he's having a conversation with there he's having a conversation with there he's having a conversation with some invisible yeah as he's eating his some invisible yeah as he's eating his some invisible yeah as he's eating his right his little right his little right his little croissant oh my gosh ham and cheese croissant oh my gosh ham and cheese croissant oh my gosh ham and cheese croissant which by the way is quite croissant which by the way is quite croissant which by the way is quite delicious oh well that's you you delicious oh well that's you you delicious oh well that's you you wouldn't expect finding this quality wouldn't expect finding this quality wouldn't expect finding this quality yeah of breakfast food in a neighborhood yeah of breakfast food in a neighborhood yeah of breakfast food in a neighborhood like like like this like pseudo industrial yeah yeah this like pseudo industrial yeah yeah this like pseudo industrial yeah yeah how long did it take you to drive drive how long did it take you to drive drive how long did it take you to drive drive up there from San up there from San up there from San Diego Diego Diego um took me um took me um took me um I think about an hour and 40 minutes um I think about an hour and 40 minutes um I think about an hour and 40 minutes an hour and 30 minutes not that bad you an hour and 30 minutes not that bad you an hour and 30 minutes not that bad you it could have been a lot worse I'm gonna it could have been a lot worse I'm gonna it could have been a lot worse I'm gonna be down reminds me what time oh 9:20 no be down reminds me what time oh 9:20 no be down reminds me what time oh 9:20 no I still have time yeah going to be down I still have time yeah going to be down I still have time yeah going to be down in uh be down in in Newport Beach in a in uh be down in in Newport Beach in a in uh be down in in Newport Beach in a few few few weeks for a week no really yeah yeah weeks for a week no really yeah yeah weeks for a week no really yeah yeah yeah we should we should catch up yeah we should we should catch up yeah we should we should catch up connect yeah Kath and I are gonna come

connect yeah Kath and I are gonna come connect yeah Kath and I are gonna come down there for a week our daughter lives down there for a week our daughter lives down there for a week our daughter lives there so oh really yeah I have no idea there so oh really yeah I have no idea there so oh really yeah I have no idea when she just moved over there it's uh I when she just moved over there it's uh I when she just moved over there it's uh I think in that what first or second week think in that what first or second week think in that what first or second week of April let's see that that week of of April let's see that that week of of April let's see that that week of like the 6 7th 9th 10th whatever of like the 6 7th 9th 10th whatever of like the 6 7th 9th 10th whatever of April oh okay the week after Vision April oh okay the week after Vision April oh okay the week after Vision that's right yeah week after Vision yeah that's right yeah week after Vision yeah that's right yeah week after Vision yeah okay cool um we'll figure it out we'll okay cool um we'll figure it out we'll okay cool um we'll figure it out we'll do a Beachside coffee talk or something do a Beachside coffee talk or something do a Beachside coffee talk or something you know yeah that sounds like a plan you know yeah that sounds like a plan you know yeah that sounds like a plan we'll promote our big conference that we'll promote our big conference that we'll promote our big conference that we're going to have like 10,000 we're going to have like 10,000 we're going to have like 10,000 attendees you know yeah exactly now um attendees you know yeah exactly now um attendees you know yeah exactly now um yeah so we had embedded we had Mobile yeah so we had embedded we had Mobile yeah so we had embedded we had Mobile World World World Congress yeah um we had that that we had Congress yeah um we had that that we had Congress yeah um we had that that we had that fun event in Austin was a blast um that fun event in Austin was a blast um that fun event in Austin was a blast um that went really well um glad everybody that went really well um glad everybody that went really well um glad everybody showed up for that that was fun yeah for showed up for that that was fun yeah for showed up for that that was fun yeah for sure all in like span of about two weeks sure all in like span of about two weeks sure all in like span of about two weeks that's insane and we and we called it that's insane and we and we called it that's insane and we and we called it that 2025 would be like the rebirth the that 2025 would be like the rebirth the that 2025 would be like the rebirth the Renaissance of iot and shortly after Renaissance of iot and shortly after Renaissance of iot and shortly after that boom Qualcomm acquires Edge that boom Qualcomm acquires Edge that boom Qualcomm acquires Edge impulse and it's like that's the big impulse and it's like that's the big impulse and it's like that's the big news yeah that that is big news that news yeah that that is big news that news yeah that that is big news that mean that's an that's an iot is mean that's an that's an iot is mean that's an that's an iot is acquisition there you know well it was acquisition there you know well it was acquisition there you know well it was funny um thecool Dugal he tells tells a funny um thecool Dugal he tells tells a funny um thecool Dugal he tells tells a small group of analysts that it was small group of analysts that it was small group of analysts that it was hilarious because went what like my re

hilarious because went what like my re hilarious because went what like my re reaction was reaction was reaction was what and then he looks at me and he goes what and then he looks at me and he goes what and then he looks at me and he goes why what he goes holy why what he goes holy why what he goes holy crap holy crap holy crap holy [ __ ] okay that just happened they go is [ __ ] okay that just happened they go is [ __ ] okay that just happened they go is that a good thing or a bad thing it's that a good thing or a bad thing it's that a good thing or a bad thing it's like let me think about it find out it's like let me think about it find out it's like let me think about it find out it's a good thing yeah you know it's um um a good thing yeah you know it's um um a good thing yeah you know it's um um and yeah that was the big news right and yeah that was the big news right and yeah that was the big news right going into embedded yeah and you know going into embedded yeah and you know going into embedded yeah and you know had I known I might have made the effort had I known I might have made the effort had I known I might have made the effort to put it embeded just to right um be to put it embeded just to right um be to put it embeded just to right um be part of the presence of that sort ofing part of the presence of that sort ofing part of the presence of that sort ofing and the dialogue around that because and the dialogue around that because and the dialogue around that because obviously Zach and crew props to Zack obviously Zach and crew props to Zack obviously Zach and crew props to Zack crew man crew man crew man um yeah I first got to know him while I um yeah I first got to know him while I um yeah I first got to know him while I was at Erikson and he had been at arm was at Erikson and he had been at arm was at Erikson and he had been at arm and so he would be doing stuff with us and so he would be doing stuff with us and so he would be doing stuff with us um and then I'm friends with uh Adam um and then I'm friends with uh Adam um and then I'm friends with uh Adam Bion you know who lives up here in Bion you know who lives up here in Bion you know who lives up here in Seattle and he in fact I'm going to see Seattle and he in fact I'm going to see Seattle and he in fact I'm going to see him next week actually so uh yeah I mean him next week actually so uh yeah I mean him next week actually so uh yeah I mean it's huge news right it is I'm so pumped it's huge news right it is I'm so pumped it's huge news right it is I'm so pumped for those guys you know they just went for those guys you know they just went for those guys you know they just went all in they went after a niche market all in they went after a niche market all in they went after a niche market that whole tiny ml thing um and built that whole tiny ml thing um and built that whole tiny ml thing um and built some great tooling and and brought it to some great tooling and and brought it to some great tooling and and brought it to life because I you know I things don't life because I you know I things don't life because I you know I things don't just happen by themselves you know there just happen by themselves you know there just happen by themselves you know there may be a capability out there but may be a capability out there but may be a capability out there but someone had to Showcase here's how you someone had to Showcase here's how you someone had to Showcase here's how you do it here's all the use cases here's

do it here's all the use cases here's do it here's all the use cases here's how we can make this AI at the edge real how we can make this AI at the edge real how we can make this AI at the edge real uh which is great you know good for them uh which is great you know good for them uh which is great you know good for them I'm excited for them yeah no it's really I'm excited for them yeah no it's really I'm excited for them yeah no it's really cool and I mean to think that you know cool and I mean to think that you know cool and I mean to think that you know how far back we've been tracking them how far back we've been tracking them how far back we've been tracking them the whole tiny ml I mean we have like the whole tiny ml I mean we have like the whole tiny ml I mean we have like stuff going back since the beginning of stuff going back since the beginning of stuff going back since the beginning of iot coffee talk and you know like in my iot coffee talk and you know like in my iot coffee talk and you know like in my own research I've been I've been looking own research I've been I've been looking own research I've been I've been looking at tiny ml for you know a long time at tiny ml for you know a long time at tiny ml for you know a long time right and so it's really cool to right and so it's really cool to right and so it's really cool to see um you know these these Trends right see um you know these these Trends right see um you know these these Trends right these trends that a lot of people didn't these trends that a lot of people didn't these trends that a lot of people didn't look at because they're either [ __ ] too look at because they're either [ __ ] too look at because they're either [ __ ] too much on like all this superc Computing much on like all this superc Computing much on like all this superc Computing stuff yeah um not paying attention to um stuff yeah um not paying attention to um stuff yeah um not paying attention to um now Edge AI things that have been kind now Edge AI things that have been kind now Edge AI things that have been kind of shaping this new I I don't know if of shaping this new I I don't know if of shaping this new I I don't know if it's a trend it's a it's an evolution it's a trend it's a it's an evolution it's a trend it's a it's an evolution toward of you know uh toward of you know uh toward of you know uh AI toward the edge but you know it's not AI toward the edge but you know it's not AI toward the edge but you know it's not new right that that's the thing it's not new right that that's the thing it's not new right that that's the thing it's not new it's just that um new it's just that um new it's just that um I think the work that the guys like um I think the work that the guys like um I think the work that the guys like um Shelby and the proat uh Edge impus have Shelby and the proat uh Edge impus have Shelby and the proat uh Edge impus have done they done they done they they're they're really moving the ball they're they're really moving the ball they're they're really moving the ball yeah and um they position themselves yeah and um they position themselves yeah and um they position themselves really well um they stuck with it really well um they stuck with it really well um they stuck with it because for a while you know there was

because for a while you know there was because for a while you know there was like a bit of a winter right like a edge like a bit of a winter right like a edge like a bit of a winter right like a edge AI winter yeah um and well now that it's AI winter yeah um and well now that it's AI winter yeah um and well now that it's sort of a thing and I think it's a sort of a thing and I think it's a sort of a thing and I think it's a legitimate thing it's not legitimate thing it's not legitimate thing it's not a not super hyped even though I think it a not super hyped even though I think it a not super hyped even though I think it is starting to get a bit hpe because you is starting to get a bit hpe because you is starting to get a bit hpe because you know we were on the intel Call right know we were on the intel Call right know we were on the intel Call right right on edge and yeah there's a little right on edge and yeah there's a little right on edge and yeah there's a little too much talk about llms and yeah you too much talk about llms and yeah you too much talk about llms and yeah you know putting multiple models it's like know putting multiple models it's like know putting multiple models it's like wait a minute those are big fat edges wait a minute those are big fat edges wait a minute those are big fat edges too compared to what Zach and team were too compared to what Zach and team were too compared to what Zach and team were going after what was unique about them going after what was unique about them going after what was unique about them is they showed that you could do machine is they showed that you could do machine is they showed that you could do machine learning on a microcontroller which the learning on a microcontroller which the learning on a microcontroller which the average person be like that's not average person be like that's not average person be like that's not possible that's crazy talk and yet they possible that's crazy talk and yet they possible that's crazy talk and yet they they built tooling they made it happen they built tooling they made it happen they built tooling they made it happen yeah which is truly remarkable cuz you yeah which is truly remarkable cuz you yeah which is truly remarkable cuz you know most people might think well my know most people might think well my know most people might think well my Intel Nook I can do something like that Intel Nook I can do something like that Intel Nook I can do something like that you know I'll put some little you know I'll put some little you know I'll put some little Edge that's a lot of people thought of Edge that's a lot of people thought of Edge that's a lot of people thought of that as the edge um yeah and so uh that as the edge um yeah and so uh that as the edge um yeah and so uh anyway props to them that's awesome anyway props to them that's awesome anyway props to them that's awesome that's good stuff yeah I'm excited them that's good stuff yeah I'm excited them that's good stuff yeah I'm excited them that's that's awesome so yeah they're that's that's awesome so yeah they're that's that's awesome so yeah they're kind of like that Bottoms Up type of kind of like that Bottoms Up type of kind of like that Bottoms Up type of yeah um enablement or if you want to yeah um enablement or if you want to yeah um enablement or if you want to call it Revolution we'll see if it is call it Revolution we'll see if it is call it Revolution we'll see if it is but yeah um it just make it does make it but yeah um it just make it does make it but yeah um it just make it does make it does make

does make does make iot exciting so you and I talked about iot exciting so you and I talked about iot exciting so you and I talked about that um was it last week might have been that um was it last week might have been that um was it last week might have been yeah it's hard to keep track of it's yeah it's hard to keep track of it's yeah it's hard to keep track of it's hard to keep track hard to keep track hard to keep track yeah I purge my every week actually yeah I purge my every week actually yeah I purge my every week actually fresh yeah actually it was last week um fresh yeah actually it was last week um fresh yeah actually it was last week um when I was in Barcelona and we all when I was in Barcelona and we all when I was in Barcelona and we all jumped on jumped on jumped on um I might become a thing again you know um I might become a thing again you know um I might become a thing again you know um yeah and and you said it um with um yeah and and you said it um with um yeah and and you said it um with EDI EDI EDI and yeah so one of the things that's and yeah so one of the things that's and yeah so one of the things that's going to be really interesting is going going to be really interesting is going going to be really interesting is going into census converge because edji into census converge because edji into census converge because edji Foundation is um going to be Foundation is um going to be Foundation is um going to be actually there okay is to actually there okay is to actually there okay is to see how see how see how um you know um you know um you know how how the sensors uh guys are reacting how how the sensors uh guys are reacting how how the sensors uh guys are reacting to all this I mean it's not a net new to all this I mean it's not a net new to all this I mean it's not a net new thing for them but obviously uh you know thing for them but obviously uh you know thing for them but obviously uh you know like the like what qualcom is doing with like the like what qualcom is doing with like the like what qualcom is doing with dragon wing by the way another big dragon wing by the way another big dragon wing by the way another big announcement coming out of embedded announcement coming out of embedded announcement coming out of embedded actually that that was a pretty big deal actually that that was a pretty big deal actually that that was a pretty big deal at mwc as well one of the big at mwc as well one of the big at mwc as well one of the big announcements so for those of you who announcements so for those of you who announcements so for those of you who don't know dragon wing is qualcomm's new don't know dragon wing is qualcomm's new don't know dragon wing is qualcomm's new brand for all their industrial stuff so brand for all their industrial stuff so brand for all their industrial stuff so that includes all the networking that includes all the networking that includes all the networking infrastructure for um mobile networks infrastructure for um mobile networks infrastructure for um mobile networks you know all the Rand stuff that they

you know all the Rand stuff that they you know all the Rand stuff that they do um the do um the do um the industrial and um what else help me out industrial and um what else help me out industrial and um what else help me out so maybe so maybe so maybe so are you thinking like Snap Dragon so are you thinking like Snap Dragon so are you thinking like Snap Dragon whisper consumers and other and dragon whisper consumers and other and dragon whisper consumers and other and dragon wing will be in factories or heavy wing will be in factories or heavy wing will be in factories or heavy industri maybe stuff like you're going industri maybe stuff like you're going industri maybe stuff like you're going to see when you're out there at the port to see when you're out there at the port to see when you're out there at the port at Long Beach they might want to and so at Long Beach they might want to and so at Long Beach they might want to and so maybe it makes sense that they would maybe it makes sense that they would maybe it makes sense that they would pair the technology they're getting from pair the technology they're getting from pair the technology they're getting from Edge impulse with this industrial gear Edge impulse with this industrial gear Edge impulse with this industrial gear that they're going after with dragon that they're going after with dragon that they're going after with dragon wing um to go after that whole wing um to go after that whole wing um to go after that whole industrial iot space uh and have real industrial iot space uh and have real industrial iot space uh and have real chops behind it you know a lot of people chops behind it you know a lot of people chops behind it you know a lot of people get yeah a lot of people you on all get yeah a lot of people you on all get yeah a lot of people you on all these calls and there's so many these calls and there's so many these calls and there's so many companies that talk about how they're companies that talk about how they're companies that talk about how they're into AI but what they really are into is into AI but what they really are into is into AI but what they really are into is just infrastructure they they all got a just infrastructure they they all got a just infrastructure they they all got a bunch of servers they all got a bunch of bunch of servers they all got a bunch of bunch of servers they all got a bunch of whatever they all look the whatever they all look the whatever they all look the same yeah yeah you know and it's like same yeah yeah you know and it's like same yeah yeah you know and it's like you know it's the software that does the you know it's the software that does the you know it's the software that does the stuff and if you don't have that stack stuff and if you don't have that stack stuff and if you don't have that stack that's unique to you then there's that's unique to you then there's that's unique to you then there's nothing really interesting or nothing really interesting or nothing really interesting or differentiated about you're offering and differentiated about you're offering and differentiated about you're offering and so them having being able to come to so them having being able to come to so them having being able to come to Market with dragon wing and Edge impulse Market with dragon wing and Edge impulse Market with dragon wing and Edge impulse I think gives them some more better I think gives them some more better I think gives them some more better street cred um kind of like so like next street cred um kind of like so like next street cred um kind of like so like next week you're going to be at GTC are you week you're going to be at GTC are you week you're going to be at GTC are you going yeah I'll be at GTC yep yeah I'm a going yeah I'll be at GTC yep yeah I'm a going yeah I'll be at GTC yep yeah I'm a loser I'm just gonna watch the keynote loser I'm just gonna watch the keynote loser I'm just gonna watch the keynote online but say hi to I know Dave will be

online but say hi to I know Dave will be online but say hi to I know Dave will be there Dave hang out with dve I'll give there Dave hang out with dve I'll give there Dave hang out with dve I'll give him a hard time give him a hard time I'm him a hard time give him a hard time I'm him a hard time give him a hard time I'm gonna say why the hell didn't you send gonna say why the hell didn't you send gonna say why the hell didn't you send Rob to mwc dude it's like they had like Rob to mwc dude it's like they had like Rob to mwc dude it's like they had like uh yeah all these Korean um Korean uh uh yeah all these Korean um Korean uh uh yeah all these Korean um Korean uh Telos trying to show off their Sovereign Telos trying to show off their Sovereign Telos trying to show off their Sovereign AI yeah offer or you know AI yeah offer or you know AI yeah offer or you know accomplishments I don't know if they're accomplishments I don't know if they're accomplishments I don't know if they're actual offerings right but you know actual offerings right but you know actual offerings right but you know they're saying hey look at our AI you they're saying hey look at our AI you they're saying hey look at our AI you know super Computing stuff and here's my know super Computing stuff and here's my know super Computing stuff and here's my prediction for what it's going to look prediction for what it's going to look prediction for what it's going to look like at GTC next week you're GNA have like at GTC next week you're GNA have like at GTC next week you're GNA have all of the traditional server makers all of the traditional server makers all of the traditional server makers there there there we've all partnered you know so we're we've all partnered you know so we're we've all partnered you know so we're talking HP Lenovo Dell super micro all talking HP Lenovo Dell super micro all talking HP Lenovo Dell super micro all those players and they're all going to those players and they're all going to those players and they're all going to have their booths there and they're have their booths there and they're have their booths there and they're going to talk about how they have their going to talk about how they have their going to talk about how they have their special partnership with Nvidia but at special partnership with Nvidia but at special partnership with Nvidia but at 30,000 fet you're going to go so what 30,000 fet you're going to go so what 30,000 fet you're going to go so what I'm really seeing is just a whole bunch I'm really seeing is just a whole bunch I'm really seeing is just a whole bunch of people making x86 servers and they've of people making x86 servers and they've of people making x86 servers and they've got some Nvidia gpus and they say they got some Nvidia gpus and they say they got some Nvidia gpus and they say they have a special partnership with Nvidia have a special partnership with Nvidia have a special partnership with Nvidia uh makes it magic right everybody has a uh makes it magic right everybody has a uh makes it magic right everybody has a special special special partnership Jensen was over at my house partnership Jensen was over at my house partnership Jensen was over at my house last night in fact we had hot tea last night in fact we had hot tea last night in fact we had hot tea together you got to believe me we are me together you got to believe me we are me together you got to believe me we are me breakfast he gave me a jacket he gave me breakfast he gave me a jacket he gave me breakfast he gave me a jacket he gave me a jacket we had breakfast Denny's we a jacket we had breakfast Denny's we a jacket we had breakfast Denny's we went to denny's with Jensen had pancakes went to denny's with Jensen had pancakes went to denny's with Jensen had pancakes you know we sat waiting for we sat in you know we sat waiting for we sat in you know we sat waiting for we sat in his Booth you know at

his Booth you know at his Booth you know at Denny's um but no you're going to see a Denny's um but no you're going to see a Denny's um but no you're going to see a lot of that you know that's the tough lot of that you know that's the tough lot of that you know that's the tough thing in the in the server space if thing in the in the server space if thing in the in the server space if you're not hypers scaler and it's always you're not hypers scaler and it's always you're not hypers scaler and it's always funny we've talked about this before all funny we've talked about this before all funny we've talked about this before all of the traditional cell to server makers of the traditional cell to server makers of the traditional cell to server makers will talk about oh yeah we're going to will talk about oh yeah we're going to will talk about oh yeah we're going to be selling a lot to the hyperscalers and be selling a lot to the hyperscalers and be selling a lot to the hyperscalers and we have to remind our audience that's we have to remind our audience that's we have to remind our audience that's absolutely not true the hyperscalers all absolutely not true the hyperscalers all absolutely not true the hyperscalers all make their own servers they don't buy make their own servers they don't buy make their own servers they don't buy servers from Dell and HP and super micro servers from Dell and HP and super micro servers from Dell and HP and super micro and Lenovo they all make well maybe and Lenovo they all make well maybe and Lenovo they all make well maybe super micro they all make something they super micro they all make something they super micro they all make something they call a sled and it's most strip down call a sled and it's most strip down call a sled and it's most strip down thing that doesn't look like a server in thing that doesn't look like a server in thing that doesn't look like a server in your life and it's to create high your life and it's to create high your life and it's to create high density into these cloud data centers density into these cloud data centers density into these cloud data centers and they're built to fail and the and they're built to fail and the and they're built to fail and the software keeps it all software keeps it all software keeps it all alive it's interesting but yeah early alive it's interesting but yeah early alive it's interesting but yeah early and just like they don't buy networking and just like they don't buy networking and just like they don't buy networking gear from Cisco to build their Cloud gear from Cisco to build their Cloud gear from Cisco to build their Cloud they make their own don't tell Cisco they make their own don't tell Cisco they make their own don't tell Cisco that Cisco knows it Cisco was excited that Cisco knows it Cisco was excited that Cisco knows it Cisco was excited early days of the cloud Cisco's like oh early days of the cloud Cisco's like oh early days of the cloud Cisco's like oh yes we're going to make so much money yes we're going to make so much money yes we're going to make so much money and they did initially in fact early and they did initially in fact early and they did initially in fact early days of the public Cloud people had to days of the public Cloud people had to days of the public Cloud people had to buy stuff off the shelf right because buy stuff off the shelf right because buy stuff off the shelf right because they didn't and then over time they they didn't and then over time they they didn't and then over time they learned they learned from meta from learned they learned from meta from learned they learned from meta from Facebook what Facebook had been doingi Facebook what Facebook had been doingi Facebook what Facebook had been doingi because they weren't building a cloud because they weren't building a cloud because they weren't building a cloud but they had to build their own giant but they had to build their own giant but they had to build their own giant thing uh they learned from Google so thing uh they learned from Google so thing uh they learned from Google so prior to Google having a cloud they prior to Google having a cloud they prior to Google having a cloud they still had the biggest infrastructure still had the biggest infrastructure still had the biggest infrastructure ever for search and they all learned

ever for search and they all learned ever for search and they all learned it's like it's not affordable to us to it's like it's not affordable to us to it's like it's not affordable to us to buy retail Serv buy retail Serv buy retail Serv from these manufacturers and buy from these manufacturers and buy from these manufacturers and buy switches and routers from networking switches and routers from networking switches and routers from networking companies we have to make our we have to companies we have to make our we have to companies we have to make our we have to make it all ourselves and they had to make it all ourselves and they had to make it all ourselves and they had to learn they probably hired a lot of learn they probably hired a lot of learn they probably hired a lot of server experts from those server experts from those server experts from those companies well if you think about it a companies well if you think about it a companies well if you think about it a meta or Facebook was an early Pioneer meta or Facebook was an early Pioneer meta or Facebook was an early Pioneer and all of that right these this and all of that right these this and all of that right these this hyperscale or what we used to call hyperscale or what we used to call hyperscale or what we used to call webscale Computing yeah that's right I webscale Computing yeah that's right I webscale Computing yeah that's right I remember that yeah I do remember web remember that yeah I do remember web remember that yeah I do remember web scale yeah web scale like what was scale yeah web scale like what was scale yeah web scale like what was actually a really really good word it's actually a really really good word it's actually a really really good word it's like what ever happened to that I think like what ever happened to that I think like what ever happened to that I think that was a Gartner term yeah maybe I that was a Gartner term yeah maybe I that was a Gartner term yeah maybe I don't know you know Gardner comes up don't know you know Gardner comes up don't know you know Gardner comes up with some good stuff we shouldn't like with some good stuff we shouldn't like with some good stuff we shouldn't like poo poo on them entirely you know hyp poo poo on them entirely you know hyp poo poo on them entirely you know hyp cycle you know the only thing they cycle you know the only thing they cycle you know the only thing they missed out on was the hump of nonsense missed out on was the hump of nonsense missed out on was the hump of nonsense that was the that was the that was the only right right it it was right in only right right it it was right in only right right it it was right in front of their faces but they they front of their faces but they they front of their faces but they they didn't call it out because they were didn't call it out because they were didn't call it out because they were using it for some other purpose but um using it for some other purpose but um using it for some other purpose but um um absolutely yeah you know So um absolutely yeah you know So um absolutely yeah you know So Meta um Google yeah real pioneers and Meta um Google yeah real pioneers and Meta um Google yeah real pioneers and then you know I think um you know then you know I think um you know then you know I think um you know Microsoft on the back end and stuff I Microsoft on the back end and stuff I Microsoft on the back end and stuff I think one of the real hidden hidden think one of the real hidden hidden think one of the real hidden hidden players that a lot of people don't talk players that a lot of people don't talk players that a lot of people don't talk about it's interesting I've seen um I about it's interesting I've seen um I about it's interesting I've seen um I watched the I didn't watch it I saw a watched the I didn't watch it I saw a watched the I didn't watch it I saw a headline from Ian cutress I don't know headline from Ian cutress I don't know headline from Ian cutress I don't know if you know who he is he's a he's a

if you know who he is he's a he's a if you know who he is he's a he's a pretty well-known um uh you know semi pretty well-known um uh you know semi pretty well-known um uh you know semi industry analyst and um industry analyst and um industry analyst and um influencer um you he cited apple as influencer um you he cited apple as influencer um you he cited apple as being um one of the leaders in in uh being um one of the leaders in in uh being um one of the leaders in in uh data center Computing and it's probably data center Computing and it's probably data center Computing and it's probably it is probably true it's just we don't it is probably true it's just we don't it is probably true it's just we don't know about they don't sell any of their know about they don't sell any of their know about they don't sell any of their stuff right they they use it all stuff right they they use it all stuff right they they use it all internally and you know in the world of internally and you know in the world of internally and you know in the world of CDN they're one of the leaders yeah um CDN they're one of the leaders yeah um CDN they're one of the leaders yeah um they deliver the arguably if not they deliver the arguably if not they deliver the arguably if not technically the best um you know media technically the best um you know media technically the best um you know media experiences uh people they just never experiences uh people they just never experiences uh people they just never talk about this stuff right and so you talk about this stuff right and so you talk about this stuff right and so you know going back to like a conversation know going back to like a conversation know going back to like a conversation we had a while back um you know when all we had a while back um you know when all we had a while back um you know when all these developers are complaining about these developers are complaining about these developers are complaining about the the the fee and stuff like that the the the fee and stuff like that the the the fee and stuff like that right for App Store yeah it's like well right for App Store yeah it's like well right for App Store yeah it's like well then you go out you build all this then you go out you build all this then you go out you build all this infrastructure on your own right right infrastructure on your own right right infrastructure on your own right right um because one of the things that um um because one of the things that um um because one of the things that um Ericson uh guys I I talked to about well Ericson uh guys I I talked to about well Ericson uh guys I I talked to about well actually not just Ericson a lot of folks actually not just Ericson a lot of folks actually not just Ericson a lot of folks um you know the use case around enhanced um you know the use case around enhanced um you know the use case around enhanced uh video conferencing or uh video conferencing or uh video conferencing or calling um that that that kind of made calling um that that that kind of made calling um that that that kind of made the rounds at mwc and it's an example of the rounds at mwc and it's an example of the rounds at mwc and it's an example of network slicing but it's also a network slicing but it's also a network slicing but it's also a differentiated service that and

differentiated service that and differentiated service that and capability that capability that capability that apple is uh tapping into with Verizon apple is uh tapping into with Verizon apple is uh tapping into with Verizon right and so you know you have all these right and so you know you have all these right and so you know you have all these services that um entities like apple are services that um entities like apple are services that um entities like apple are providing to um their ecosystem yeah and providing to um their ecosystem yeah and providing to um their ecosystem yeah and who's going to pay for that you know who's going to pay for that you know who's going to pay for that you know right the developers should they're the right the developers should they're the right the developers should they're the ones that are going to be benefiting ones that are going to be benefiting ones that are going to be benefiting from that from that from that capability uh that makes the Apple capability uh that makes the Apple capability uh that makes the Apple ecosystem a developer ecosystem system ecosystem a developer ecosystem system ecosystem a developer ecosystem system and the experiences that uh consumers and the experiences that uh consumers and the experiences that uh consumers get from engaging with apple a better get from engaging with apple a better get from engaging with apple a better one right umt and these are all things one right umt and these are all things one right umt and these are all things that are discounted so that's why I that are discounted so that's why I that are discounted so that's why I always think it's the joke about all always think it's the joke about all always think it's the joke about all these developers expecting Apple will these developers expecting Apple will these developers expecting Apple will give it all the stuff away for free it's give it all the stuff away for free it's give it all the stuff away for free it's like you obviously don't understand um like you obviously don't understand um like you obviously don't understand um the ecosystem you know and and and why the ecosystem you know and and and why the ecosystem you know and and and why apple is so easy to deal with yeah right apple is so easy to deal with yeah right apple is so easy to deal with yeah right versus everyone else is just they versus everyone else is just they versus everyone else is just they created the easy button and now we have created the easy button and now we have created the easy button and now we have a bunch of people complaining about the a bunch of people complaining about the a bunch of people complaining about the easy button so right you know pay for it easy button so right you know pay for it easy button so right you know pay for it do you remember years ago on coffee talk do you remember years ago on coffee talk do you remember years ago on coffee talk we talked when um when Intel or when we talked when um when Intel or when we talked when um when Intel or when Apple abandoned Apple abandoned Apple abandoned Intel and then they made their own Intel and then they made their own Intel and then they made their own silicon and then they came out with the silicon and then they came out with the silicon and then they came out with the M series chips crazy fast and and we're M series chips crazy fast and and we're M series chips crazy fast and and we're like they need to have their own cloud like they need to have their own cloud like they need to have their own cloud based on their silicon yeah yeah yeah based on their silicon yeah yeah yeah based on their silicon yeah yeah yeah yeah yeah I know you were joking about

yeah yeah I know you were joking about yeah yeah I know you were joking about that I remember that's like so funny that I remember that's like so funny that I remember that's like so funny dude and so my new joking prediction dude and so my new joking prediction dude and so my new joking prediction coming up to GTC is I think Invidia coming up to GTC is I think Invidia coming up to GTC is I think Invidia needs to make its own cloud like full on needs to make its own cloud like full on needs to make its own cloud like full on big oh they they they already they big oh they they they already they big oh they they they already they already have one it's dgx Cloud kind of already have one it's dgx Cloud kind of already have one it's dgx Cloud kind of kinda I want them to go all in all in kinda I want them to go all in all in kinda I want them to go all in all in like a AWS Azure level all in is what like a AWS Azure level all in is what like a AWS Azure level all in is what I'm thinking and here's what I'm here's I'm thinking and here's what I'm here's I'm thinking and here's what I'm here's the deal every every tech company every the deal every every tech company every the deal every every tech company every whatever you have a moment in time where whatever you have a moment in time where whatever you have a moment in time where you're you're you're special you're you've got something special you're you've got something special you're you've got something that's unique and people are paying that's unique and people are paying that's unique and people are paying money for it but you're not going to be money for it but you're not going to be money for it but you're not going to be special forever other players will catch special forever other players will catch special forever other players will catch up up up eventually um and you'll whatever eventually um and you'll whatever eventually um and you'll whatever special one day will be commoditized and special one day will be commoditized and special one day will be commoditized and so I know this sounds really negative so I know this sounds really negative so I know this sounds really negative but if you think down the road Nvidia but if you think down the road Nvidia but if you think down the road Nvidia will be just like Intel one day it will will be just like Intel one day it will will be just like Intel one day it will be undifferentiated unless they do be undifferentiated unless they do be undifferentiated unless they do something crazy and then also because something crazy and then also because something crazy and then also because this isn't just about technology it's this isn't just about technology it's this isn't just about technology it's about a business you know the law of big about a business you know the law of big about a business you know the law of big numbers makes it hard for you to keep numbers makes it hard for you to keep numbers makes it hard for you to keep having these you know 500% increase in having these you know 500% increase in having these you know 500% increase in sales or you know digit increases every sales or you know digit increases every sales or you know digit increases every quarter in order to keep propelling your quarter in order to keep propelling your quarter in order to keep propelling your stock price and keep you at a stock price and keep you at a stock price and keep you at a multi-trillion dollar multi-trillion dollar multi-trillion dollar valuation oh my gosh those numbers get valuation oh my gosh those numbers get valuation oh my gosh those numbers get so big it gets impossible to do it and so big it gets impossible to do it and so big it gets impossible to do it and so I think both apple and Nvidia in that so I think both apple and Nvidia in that so I think both apple and Nvidia in that way are in the boat it's they're now

way are in the boat it's they're now way are in the boat it's they're now barely trying to eek out gains because barely trying to eek out gains because barely trying to eek out gains because the numbers are already so big they're the numbers are already so big they're the numbers are already so big they're you know they're doing good and so I you know they're doing good and so I you know they're doing good and so I think both of them need to launch public think both of them need to launch public think both of them need to launch public clouds to compete with AWS and Azure at clouds to compete with AWS and Azure at clouds to compete with AWS and Azure at that level and that's yeah and but I and that level and that's yeah and but I and that level and that's yeah and but I and so Apple differentiates with its silicon so Apple differentiates with its silicon so Apple differentiates with its silicon and Nvidia it does the same they also and Nvidia it does the same they also and Nvidia it does the same they also you know and obviously remember we saw you know and obviously remember we saw you know and obviously remember we saw what happened remember Nvidia tried to what happened remember Nvidia tried to what happened remember Nvidia tried to acquire arm and they would have just acquire arm and they would have just acquire arm and they would have just captured that whole Market everything captured that whole Market everything captured that whole Market everything yeah yeah yeah yeah and Chip Wars okay yeah yeah yeah yeah and Chip Wars okay yeah yeah yeah yeah and Chip Wars okay so uh let's do our disclaimer take us so uh let's do our disclaimer take us so uh let's do our disclaimer take us seriously at your own risk don't listen seriously at your own risk don't listen seriously at your own risk don't listen to Rob about any like valuation crap to Rob about any like valuation crap to Rob about any like valuation crap okay you know just throw that stuff out okay you know just throw that stuff out okay you know just throw that stuff out the window don't do it don't do it we're the window don't do it don't do it we're the window don't do it don't do it we're just having fun we're just you know just having fun we're just you know just having fun we're just you know entertainment purposes only yeah yeah entertainment purposes only yeah yeah entertainment purposes only yeah yeah and you know it's a stretch but we try and you know it's a stretch but we try and you know it's a stretch but we try yeah so yeah but thing about think about yeah so yeah but thing about think about yeah so yeah but thing about think about can you imagine Microsoft they don't can you imagine Microsoft they don't can you imagine Microsoft they don't make chips well they do now a little but make chips well they do now a little but make chips well they do now a little but as a pure software play and their all as a pure software play and their all as a pure software play and their all their big money was Windows and office their big money was Windows and office their big money was Windows and office Windows Server SQL server or the they're Windows Server SQL server or the they're Windows Server SQL server or the they're referred to as the four horsemen and referred to as the four horsemen and referred to as the four horsemen and then you start going into the AWS age of then you start going into the AWS age of then you start going into the AWS age of the cloud and over time had Microsoft the cloud and over time had Microsoft the cloud and over time had Microsoft not pivoted you have to eat your own not pivoted you have to eat your own not pivoted you have to eat your own babies as they say you've got to babies as they say you've got to babies as they say you've got to cannibalize your own business to keep cannibalize your own business to keep cannibalize your own business to keep because someone else will so Microsoft because someone else will so Microsoft because someone else will so Microsoft had to go into the cloud business

had to go into the cloud business had to go into the cloud business because you have the pressure from open because you have the pressure from open because you have the pressure from open source getting good enough and you have source getting good enough and you have source getting good enough and you have the pressure from a giant mega managed the pressure from a giant mega managed the pressure from a giant mega managed service called AWS that will eat into service called AWS that will eat into service called AWS that will eat into your ability to keep selling Windows your ability to keep selling Windows your ability to keep selling Windows servers and SQL servers and all that and servers and SQL servers and all that and servers and SQL servers and all that and so uh but hey it added an extra 80 so uh but hey it added an extra 80 so uh but hey it added an extra 80 billion a year to the balance sheet so billion a year to the balance sheet so billion a year to the balance sheet so yeah it was yeah it was yeah it was smart yeah I and I I think one of the smart yeah I and I I think one of the smart yeah I and I I think one of the challenges is the the E economics of challenges is the the E economics of challenges is the the E economics of cloud um you know it's different from cloud um you know it's different from cloud um you know it's different from software definitely everyone was chasing software definitely everyone was chasing software definitely everyone was chasing the annual you know recurring Revenue the annual you know recurring Revenue the annual you know recurring Revenue metric um but that comes with a cost metric um but that comes with a cost metric um but that comes with a cost right right um I don't think the level right right um I don't think the level right right um I don't think the level of of of automation was realized um largely due automation was realized um largely due automation was realized um largely due to the fact that the portfolio is to the fact that the portfolio is to the fact that the portfolio is Diversified immensely you know I mean Diversified immensely you know I mean Diversified immensely you know I mean you know the initial let's call it Cloud you know the initial let's call it Cloud you know the initial let's call it Cloud scaling law was that it was like a scaling law was that it was like a scaling law was that it was like a basically x86 no um you didn't have a basically x86 no um you didn't have a basically x86 no um you didn't have a huge diversity of instances right or huge diversity of instances right or huge diversity of instances right or instance types configurations now I mean instance types configurations now I mean instance types configurations now I mean just look at all the AI offerings just look at all the AI offerings just look at all the AI offerings everyone has it's like freaking all over everyone has it's like freaking all over everyone has it's like freaking all over yeah the place right it's just massive yeah the place right it's just massive yeah the place right it's just massive buffet and how do the economics work out buffet and how do the economics work out buffet and how do the economics work out and how do things scale in a situation and how do things scale in a situation and how do things scale in a situation like that like that like that and you know this not it's something and you know this not it's something and you know this not it's something that's definitely not talked about a lot

that's definitely not talked about a lot that's definitely not talked about a lot if at all right and it's a I think it's if at all right and it's a I think it's if at all right and it's a I think it's in long term it's going to be a problem in long term it's going to be a problem in long term it's going to be a problem for all these um traditional um cloud for all these um traditional um cloud for all these um traditional um cloud service providers they're going to service providers they're going to service providers they're going to probably start you know trying to figure probably start you know trying to figure probably start you know trying to figure out okay how do we focus on um you know out okay how do we focus on um you know out okay how do we focus on um you know things that are number one profitable things that are number one profitable things that are number one profitable most profitable but also continue to most profitable but also continue to most profitable but also continue to scale as we as you know scale as we as you know scale as we as you know um the uh Services scale right due to um the uh Services scale right due to um the uh Services scale right due to either demand or what have you so um either demand or what have you so um either demand or what have you so um yeah and you know if you look at like yeah and you know if you look at like yeah and you know if you look at like apple the funny thing is everyone keeps apple the funny thing is everyone keeps apple the funny thing is everyone keeps like freaking out about iPhone sales and like freaking out about iPhone sales and like freaking out about iPhone sales and it's like well you know their it's like well you know their it's like well you know their services um business is a hundred services um business is a hundred services um business is a hundred billion dollar business now it keeps billion dollar business now it keeps billion dollar business now it keeps growing um and yeah and it's growing at growing um and yeah and it's growing at growing um and yeah and it's growing at um double um double um double digit you know um so I think's gonna be digit you know um so I think's gonna be digit you know um so I think's gonna be yeah like any good business strategist yeah like any good business strategist yeah like any good business strategist they knew just like what we said a they knew just like what we said a they knew just like what we said a second ago you get to be special for a second ago you get to be special for a second ago you get to be special for a period of time and you have to know that period of time and you have to know that period of time and you have to know that the iPhone will only be special and it's the iPhone will only be special and it's the iPhone will only be special and it's probably way exceeded its time lifetime probably way exceeded its time lifetime probably way exceeded its time lifetime of being super special probably more the of being super special probably more the of being super special probably more the product in the world um but it was smart product in the world um but it was smart product in the world um but it was smart to start building all these backend to start building all these backend to start building all these backend Services uh to get recurring Revenue uh Services uh to get recurring Revenue uh Services uh to get recurring Revenue uh to make up for when cuz you're right the to make up for when cuz you're right the to make up for when cuz you're right the iPhone can't just be a killer forever iPhone can't just be a killer forever iPhone can't just be a killer forever you know you know you know you're going to try your best I mean you're going to try your best I mean you're going to try your best I mean think about how undifferentiated the think about how undifferentiated the think about how undifferentiated the smartphones are getting now you know so

smartphones are getting now you know so smartphones are getting now you know so it's not like the old days where it's it's not like the old days where it's it's not like the old days where it's like just Mega changes each year and like just Mega changes each year and like just Mega changes each year and you're like oh my God I got to have that you're like oh my God I got to have that you're like oh my God I got to have that now it's almost now it's almost now it's almost imperceptible well here think about this imperceptible well here think about this imperceptible well here think about this I saw an article oh actually you see it I saw an article oh actually you see it I saw an article oh actually you see it in in the pricing now um the max are not in in the pricing now um the max are not in in the pricing now um the max are not getting more expensive everyone else is getting more expensive everyone else is getting more expensive everyone else is pumping up their price with pumping up their price with pumping up their price with aipc so they're they're price they might aipc so they're they're price they might aipc so they're they're price they might be pricing themselves out of the market be pricing themselves out of the market be pricing themselves out of the market where Apple now is is uh a more bargain where Apple now is is uh a more bargain where Apple now is is uh a more bargain offering um that's still differentiated offering um that's still differentiated offering um that's still differentiated from a hardware perspective but they if from a hardware perspective but they if from a hardware perspective but they if they continue to expand their uh install they continue to expand their uh install they continue to expand their uh install base and user base the services side of base and user base the services side of base and user base the services side of the business is going to get huge and the business is going to get huge and the business is going to get huge and you mentioned you know Cloud they have you mentioned you know Cloud they have you mentioned you know Cloud they have their own cloud right it's a um content their own cloud right it's a um content their own cloud right it's a um content as a service you know this whole as a service you know this whole as a service you know this whole services that supports the services side services that supports the services side services that supports the services side of the business goes back to what we're of the business goes back to what we're of the business goes back to what we're saying before they have one of the best saying before they have one of the best saying before they have one of the best if not the best CDN Network in the world if not the best CDN Network in the world if not the best CDN Network in the world and infrastructure they have the best and infrastructure they have the best and infrastructure they have the best APN you know like the application um APN you know like the application um APN you know like the application um distribution Network um with Apple Store distribution Network um with Apple Store distribution Network um with Apple Store uh they have a lot of stuff and so these uh they have a lot of stuff and so these uh they have a lot of stuff and so these are all things that they don't sell to are all things that they don't sell to are all things that they don't sell to other people but they're running these other people but they're running these other people but they're running these highly valuable surfaces on top of it highly valuable surfaces on top of it highly valuable surfaces on top of it yeah and that that's I think that is yeah and that that's I think that is yeah and that that's I think that is their pivot you know and um I don't

their pivot you know and um I don't their pivot you know and um I don't think anyone else is going to be able think anyone else is going to be able think anyone else is going to be able to uh catch up really quickly with that to uh catch up really quickly with that to uh catch up really quickly with that shift yeah and you know because I can't shift yeah and you know because I can't shift yeah and you know because I can't imagine all these OEM the aipc oems uh imagine all these OEM the aipc oems uh imagine all these OEM the aipc oems uh you know continuing to raise the prices you know continuing to raise the prices you know continuing to raise the prices of their stuff where while Apple now of their stuff where while Apple now of their stuff where while Apple now start to play the the U value game you start to play the the U value game you start to play the the U value game you know what I'm saying not the premium know what I'm saying not the premium know what I'm saying not the premium game that they did before but more of a game that they did before but more of a game that they did before but more of a value value value game but hey I got a I got a jam I gotta game but hey I got a I got a jam I gotta game but hey I got a I got a jam I gotta Jam so it's good that we at least jumped Jam so it's good that we at least jumped Jam so it's good that we at least jumped on and we always have a good on and we always have a good on and we always have a good conversation right Rob go Jimmy Jam with conversation right Rob go Jimmy Jam with conversation right Rob go Jimmy Jam with Erikson yeah you know that should be fun Erikson yeah you know that should be fun Erikson yeah you know that should be fun yeah absolutely all right you want you yeah absolutely all right you want you yeah absolutely all right you want you want to take us out yeah thanks for want to take us out yeah thanks for want to take us out yeah thanks for joining us for another brilliant iot joining us for another brilliant iot joining us for another brilliant iot coffee talk live from Long Beach home of coffee talk live from Long Beach home of coffee talk live from Long Beach home of Snoop Dogg all of you remember when Long Snoop Dogg all of you remember when Long Snoop Dogg all of you remember when Long Beach kind of connected with you know Beach kind of connected with you know Beach kind of connected with you know Compton you know we got Dr Dre and Snoop Compton you know we got Dr Dre and Snoop Compton you know we got Dr Dre and Snoop Dogg oh but there's a giant Port there Dogg oh but there's a giant Port there Dogg oh but there's a giant Port there so I guess that's a thing right so so I guess that's a thing right so so I guess that's a thing right so that's still kind of a bhip it looks that's still kind of a bhip it looks that's still kind of a bhip it looks like Queen Mary as you're panning there like Queen Mary as you're panning there like Queen Mary as you're panning there it looks like I'm watching Google Street it looks like I'm watching Google Street it looks like I'm watching Google Street View as you go around like View as you go around like View as you go around like this my it looks like um but yes thanks this my it looks like um but yes thanks this my it looks like um but yes thanks for joining us every week obviously we for joining us every week obviously we for joining us every week obviously we talk about a lot of stuff here and it talk about a lot of stuff here and it talk about a lot of stuff here and it turns out we're really smart like more turns out we're really smart like more turns out we're really smart like more insightful than anyone else on the insightful than anyone else on the insightful than anyone else on the planet and that's why you come here planet and that's why you come here planet and that's why you come here every week you know this is where you every week you know this is where you every week you know this is where you get the real news and what's going on get the real news and what's going on get the real news and what's going on we're also supporting elevat our kids uh we're also supporting elevat our kids uh we're also supporting elevat our kids uh so we are bridging that divide that

so we are bridging that divide that so we are bridging that divide that digital divide laptops connectivity so digital divide laptops connectivity so digital divide laptops connectivity so kids can stay connected and learn that kids can stay connected and learn that kids can stay connected and learn that kind of thing that's what we are really kind of thing that's what we are really kind of thing that's what we are really all about actually remember this is for all about actually remember this is for all about actually remember this is for entertainment purposes only don't go entertainment purposes only don't go entertainment purposes only don't go make some stock picks based on anything make some stock picks based on anything make some stock picks based on anything we say cuz we don't know what we're we say cuz we don't know what we're we say cuz we don't know what we're talking about in that department talking about in that department talking about in that department everything else pure genius yes that everything else pure genius yes that everything else pure genius yes that department just like oh yeah exactly oh department just like oh yeah exactly oh department just like oh yeah exactly oh yeah so thanks for joining us and we yeah so thanks for joining us and we yeah so thanks for joining us and we will see you next week take care will see you next week take care will see you next week take care [Music]