IoT Coffee Talk: Episode 310 - "AI is One Hell of a Drug!" (I'm Rick James!)

[cheering] [cheering] >> Yes. Yes. Yes. Ah, you know, that's a [ __ ] tough Ah, you know, that's a [ __ ] tough song. song. song. Yeah. It's very Yeah, there's a part Yeah. It's very Yeah, there's a part Yeah. It's very Yeah, there's a part that's that's that's >> [cheering] >> [cheering] >> [cheering] >> that it's like a squeaky thing that goes >> I think it That's how it goes. >> I think it That's how it goes. Yeah. Yeah. Yeah. >> [music] >> [music] >> [music] >> Yeah, a lot of hard parts. >> Yeah, a lot of hard parts. >> Yeah, a lot of hard parts. Wow. Wow. Wow. Tough stuff, man. Tough stuff, man. Tough stuff, man. Yeah, anyway. Mhm. Welcome to IoT Coffee Yeah, anyway. Mhm. Welcome to IoT Coffee Yeah, anyway. Mhm. Welcome to IoT Coffee Talk and bad karaoke. Talk and bad karaoke. Talk and bad karaoke. Yes. Yes. Yes. Yes, you know, but remember it's guitar Yes, you know, but remember it's guitar Yes, you know, but remember it's guitar karaoke. You don't hear any of us karaoke. You don't hear any of us karaoke. You don't hear any of us singing, do you? No, I know. Every once singing, do you? No, I know. Every once singing, do you? No, I know. Every once in a while. in a while. in a while. Every once in a while. Yeah. And it's Every once in a while. Yeah. And it's Every once in a while. Yeah. And it's not air guitar, it's real guitar. This not air guitar, it's real guitar. This not air guitar, it's real guitar. This guy could go on the road. This guy is guy could go on the road. This guy is guy could go on the road. This guy is actually he's on the road. He's actually he's on the road. He's actually he's on the road. He's pretending to be an analyst and then pretending to be an analyst and then pretending to be an analyst and then just carves out a little bit of his time just carves out a little bit of his time just carves out a little bit of his time for us once a week. You know, sometimes for us once a week. You know, sometimes for us once a week. You know, sometimes he's at home, sometimes it's in a hotel he's at home, sometimes it's in a hotel he's at home, sometimes it's in a hotel cuz you know, life on the road.

cuz you know, life on the road. cuz you know, life on the road. Uh Uh Uh You know, Anyway. Yeah, Anyway. Yeah, >> [laughter] >> [laughter] >> [laughter] >> there you go. Yeah, um but so yeah, it's >> there you go. Yeah, um but so yeah, it's >> there you go. Yeah, um but so yeah, it's pretty cool. Yeah, you got to do pretty cool. Yeah, you got to do pretty cool. Yeah, you got to do something. You know what I'm saying? something. You know what I'm saying? something. You know what I'm saying? I mean I mean I mean years and years being a like 20 years in years and years being a like 20 years in years and years being a like 20 years in consulting. Traveling the world and, you consulting. Traveling the world and, you consulting. Traveling the world and, you know, know, know, literally literally literally the entire week is in a different city. the entire week is in a different city. the entire week is in a different city. Got to do something. Got to do something. Got to do something. >> [snorts] >> [snorts] >> [snorts] >> Yeah. Yeah, that's right. I used to take >> Yeah. Yeah, that's right. I used to take >> Yeah. Yeah, that's right. I used to take my guitar around play all over the my guitar around play all over the my guitar around play all over the place, so. place, so. place, so. That's awesome. And you know what? And That's awesome. And you know what? And That's awesome. And you know what? And you know what? you know what? you know what? >> way to meet people. I was about to say >> way to meet people. I was about to say >> way to meet people. I was about to say the same thing. I think having your the same thing. I think having your the same thing. I think having your guitar and it's great to meet people, guitar and it's great to meet people, guitar and it's great to meet people, it's great to create relationships like it's great to create relationships like it's great to create relationships like the when you're consulting and you've the when you're consulting and you've the when you're consulting and you've got customers and all of a sudden got customers and all of a sudden got customers and all of a sudden cuz you know what? You need to have a cuz you know what? You need to have a cuz you know what? You need to have a relationship on a different level than relationship on a different level than relationship on a different level than the business thing. You really do. Yeah. the business thing. You really do. Yeah. the business thing. You really do. Yeah. Yeah. Yeah. Yeah. >> You know. Although >> You know. Although >> You know. Although a lot of my clients never came out to a lot of my clients never came out to a lot of my clients never came out to see me except for a couple.

see me except for a couple. see me except for a couple. Yeah. And Yeah. And Yeah. And um um um Yeah, and then just recently when I was Yeah, and then just recently when I was Yeah, and then just recently when I was at RSAC, you know, I did that thing on at RSAC, you know, I did that thing on at RSAC, you know, I did that thing on stage, you know, with the band. stage, you know, with the band. stage, you know, with the band. >> And >> And >> And >> awesome. It's pretty cool. But no, we >> awesome. It's pretty cool. But no, we >> awesome. It's pretty cool. But no, we What was that one tune that we played What was that one tune that we played What was that one tune that we played that was really cool? Oh yeah, we played that was really cool? Oh yeah, we played that was really cool? Oh yeah, we played AC/DC Hells Bells. AC/DC Hells Bells. AC/DC Hells Bells. Awesome. Awesome. Awesome. >> And um >> And um >> And um Love that. That was really good. I I Love that. That was really good. I I Love that. That was really good. I I don't know if anyone recorded I should don't know if anyone recorded I should don't know if anyone recorded I should have recorded it, but Yeah. Yeah, we we have recorded it, but Yeah. Yeah, we we have recorded it, but Yeah. Yeah, we we we we killed it. The the band we we killed it. The the band we we killed it. The the band was awesome. was awesome. was awesome. You know, the house band. You know, the house band. You know, the house band. Yeah. And um Yeah. And um Yeah. And um And And And >> That's so cool. Yeah, now now I got like >> That's so cool. Yeah, now now I got like >> That's so cool. Yeah, now now I got like Vin K like he called me up and said, Vin K like he called me up and said, Vin K like he called me up and said, "Hey, can you play at Things "Hey, can you play at Things "Hey, can you play at Things Conference?" I'm like Oh, what? Conference?" I'm like Oh, what? Conference?" I'm like Oh, what? Dude, that would be awesome, dude. I'm Dude, that would be awesome, dude. I'm Dude, that would be awesome, dude. I'm Yes. No, so I'm I'm Yes. No, so I'm I'm Yes. No, so I'm I'm considering it. considering it. considering it. Bring your guitar, man. But I but I told Bring your guitar, man. But I but I told Bring your guitar, man. But I but I told him I was like, "Dude, you know this is him I was like, "Dude, you know this is him I was like, "Dude, you know this is not my day job, [laughter] not my day job, [laughter] not my day job, [laughter] right?"

right?" right?" But maybe But maybe But maybe Uh You know what? Uh You know what? Uh You know what? In the long In the long In the long long tail of life. And long tail of life. And long tail of life. And I mean I I think that I think it makes a I mean I I think that I think it makes a I mean I I think that I think it makes a lot of sense to go to the Things lot of sense to go to the Things lot of sense to go to the Things Conference there with your guitar. Conference there with your guitar. Conference there with your guitar. Are they going to Do you have to bring Are they going to Do you have to bring Are they going to Do you have to bring your own amp? your own amp? your own amp? >> [laughter] >> [laughter] >> [laughter] >> Um I'll I'll have something. I'll >> Um I'll I'll have something. I'll >> Um I'll I'll have something. I'll probably take just a tiny little thing. probably take just a tiny little thing. probably take just a tiny little thing. Yeah. Tiny amp? You guys go on Yeah. Tiny amp? You guys go on Yeah. Tiny amp? You guys go on Instagram? So David, you know, Vin K is Instagram? So David, you know, Vin K is Instagram? So David, you know, Vin K is saying that Leonard, you know, for their saying that Leonard, you know, for their saying that Leonard, you know, for their Things Conference he should Things Conference he should Things Conference he should bring his guitar and rock out at the bring his guitar and rock out at the bring his guitar and rock out at the conference in Amsterdam. I I personally conference in Amsterdam. I I personally conference in Amsterdam. I I personally think that's a great idea. think that's a great idea. think that's a great idea. >> [laughter] >> [laughter] >> [laughter] >> Yeah, I think it too. >> Yeah, I think it too. >> Yeah, I think it too. I think it too. You I think it too. You I think it too. You huh? huh? huh? Are you coming? I'm thinking about it. Are you coming? I'm thinking about it. Are you coming? I'm thinking about it. Yeah. Yeah. Yeah. I just have to make sure that it doesn't I just have to make sure that it doesn't I just have to make sure that it doesn't conflict conflict with a bunch of client conflict conflict with a bunch of client conflict conflict with a bunch of client obligations and and obligations and and obligations and and events. Yeah, I mean those I can't events. Yeah, I mean those I can't events. Yeah, I mean those I can't weasel my way out. weasel my way out. weasel my way out. >> So that's like that event is always like >> So that's like that event is always like >> So that's like that event is always like is it in September? September, but it is it in September? September, but it is it in September? September, but it used to be earlier. It used to be in the used to be earlier. It used to be in the used to be earlier. It used to be in the summer and I think that was a better summer and I think that was a better summer and I think that was a better time.

time. time. Oh, right, because we get Oh, right, because we get Oh, right, because we get we we hit it we we hit it we we hit it conference season. conference season. conference season. You know, Things back in here in You know, Things back in here in You know, Things back in here in September, right? September, right? September, right? >> god, dude, I have I I have >> god, dude, I have I I have >> god, dude, I have I I have companies in companies in companies in that are booking my time trying to book that are booking my time trying to book that are booking my time trying to book my time in November. my time in November. my time in November. Wow. What month is this? Wow. What month is this? Wow. What month is this? April. April. April. >> know anymore. April. >> know anymore. April. >> know anymore. April. >> April. >> April. >> April. >> which is smart because >> which is smart because >> which is smart because collision. collision. collision. Yeah. Um Yeah. Um Yeah. Um Yeah, Yeah, Yeah, and thank God for these virtual and thank God for these virtual and thank God for these virtual these virtual events, right? Like Google these virtual events, right? Like Google these virtual events, right? Like Google Cloud. I just You can watch the live Cloud. I just You can watch the live Cloud. I just You can watch the live stream. stream. stream. And they usually have great more content And they usually have great more content And they usually have great more content than you would ever be able to absorb than you would ever be able to absorb than you would ever be able to absorb even if you were Oh, yeah. live. And you even if you were Oh, yeah. live. And you even if you were Oh, yeah. live. And you know, what I do is I just go and I take know, what I do is I just go and I take know, what I do is I just go and I take notes, I have questions, I just shoot it notes, I have questions, I just shoot it notes, I have questions, I just shoot it off to the AR people and then Yeah. see off to the AR people and then Yeah. see off to the AR people and then Yeah. see whether or not they'll even answer it whether or not they'll even answer it whether or not they'll even answer it because sometimes I ask because sometimes I ask because sometimes I ask >> Right. [ __ ] that they >> Right. [ __ ] that they >> Right. [ __ ] that they >> [laughter] >> [laughter] >> [laughter] >> that scares the crap out of them or >> that scares the crap out of them or >> that scares the crap out of them or whatever and they don't want to answer whatever and they don't want to answer whatever and they don't want to answer and they and they and they you know.

you know. you know. >> Yeah. But I'm going to take speed I'm I >> Yeah. But I'm going to take speed I'm I >> Yeah. But I'm going to take speed I'm I might go to the Edge AI thing in London might go to the Edge AI thing in London might go to the Edge AI thing in London cuz that's close to me. cuz that's close to me. cuz that's close to me. >> Yeah, yeah. >> Yeah, yeah. >> Yeah, yeah. >> Should. You should. That's a good idea. >> Should. You should. That's a good idea. >> Should. You should. That's a good idea. You can just I'm only going to pay plus You can just I'm only going to pay plus You can just I'm only going to pay plus one. I'm not I'm not paying 300 pounds. one. I'm not I'm not paying 300 pounds. one. I'm not I'm not paying 300 pounds. No, no. No, no. No, no. No, no. No, no. No, no. He'll give you the special code. He'll give you the special code. He'll give you the special code. Yeah. Okay. Yeah. Otherwise no go. Yeah. Okay. Yeah. Otherwise no go. Yeah. Okay. Yeah. Otherwise no go. Special code, Special code, Special code, invite to the good dinners, you know. invite to the good dinners, you know. invite to the good dinners, you know. And luckily, you're right, you're so And luckily, you're right, you're so And luckily, you're right, you're so close you can hop on a like a $49 close you can hop on a like a $49 close you can hop on a like a $49 Southwest Airlines flight to London, Southwest Airlines flight to London, Southwest Airlines flight to London, right? right? right? >> EasyJet London Luton. There you go. >> EasyJet London Luton. There you go. >> EasyJet London Luton. There you go. >> [laughter] >> [laughter] >> [laughter] >> I love when they always say "Close to >> I love when they always say "Close to >> I love when they always say "Close to London Luton." London Luton." London Luton." >> [laughter] >> [laughter] >> [laughter] >> And you get on the stupid >> And you get on the stupid >> And you get on the stupid Oh my god, the ride the bus or get the Oh my god, the ride the bus or get the Oh my god, the ride the bus or get the Oh my god, or ride the train It's the Oh my god, or ride the train It's the Oh my god, or ride the train It's the Dart. The Dart is the shuttle from the Dart. The Dart is the shuttle from the Dart. The Dart is the shuttle from the airport to the train which is the airport to the train which is the airport to the train which is the Thameslink. Thameslink. Thameslink. And then you take a Thameslink into the And then you take a Thameslink into the And then you take a Thameslink into the city. Right. Right. Yeah, I've done that city. Right. Right. Yeah, I've done that city. Right. Right. Yeah, I've done that a couple times. So I was just like, a couple times. So I was just like, a couple times. So I was just like, "Okay, close in Luton." I freaking love "Okay, close in Luton." I freaking love "Okay, close in Luton." I freaking love London, man. I freaking love London. I London, man. I freaking love London. I London, man. I freaking love London. I was tempted you know, I just can't go to was tempted you know, I just can't go to was tempted you know, I just can't go to all these things, you know. It's just all these things, you know. It's just all these things, you know. It's just just too much.

just too much. just too much. Um Um Um Yeah, all these all these people are Yeah, all these all these people are Yeah, all these all these people are going, "Oh, are you going to hang out in going, "Oh, are you going to hang out in going, "Oh, are you going to hang out in Las Vegas and, you know, stay for Las Vegas and, you know, stay for Las Vegas and, you know, stay for Google?" Google?" Google?" Um you know, I was at NAB. I was at the Um you know, I was at NAB. I was at the Um you know, I was at NAB. I was at the NAB show which was really good. NAB show which was really good. NAB show which was really good. Lighter attendance than last year and Lighter attendance than last year and Lighter attendance than last year and previous years. previous years. previous years. But there's always great content. They But there's always great content. They But there's always great content. They have great sessions. have great sessions. have great sessions. And um And um And um I know. You know, for our audience that I know. You know, for our audience that I know. You know, for our audience that has no idea what NAB is. Broadcast. has no idea what NAB is. Broadcast. has no idea what NAB is. Broadcast. Yeah, broadcast. First of all, you guys Yeah, broadcast. First of all, you guys Yeah, broadcast. First of all, you guys are not even recording. are not even recording. are not even recording. Yeah, we are. Yeah, we are. Yeah, we are. You are? Yeah. Yeah, he is. He started. You are? Yeah. Yeah, he is. He started. You are? Yeah. Yeah, he is. He started. I know. How come I have an option to I know. How come I have an option to I know. How come I have an option to record? record? record? That's weird. That's weird. That's weird. >> know, dude. Never never never mind. >> know, dude. Never never never mind. >> know, dude. Never never never mind. Cuz it did pop up cuz you're right. I'm Cuz it did pop up cuz you're right. I'm Cuz it did pop up cuz you're right. I'm usually the recording person who goes, usually the recording person who goes, usually the recording person who goes, "Hey, Leonard, push record." Ah, man, I "Hey, Leonard, push record." Ah, man, I "Hey, Leonard, push record." Ah, man, I am glad I noticed and I didn't reveal am glad I noticed and I didn't reveal am glad I noticed and I didn't reveal the already revealed the already revealed the already revealed um real life Satoshi Bitcoin guy, Adam um real life Satoshi Bitcoin guy, Adam um real life Satoshi Bitcoin guy, Adam Back. Thank you, New York Times.

Back. Thank you, New York Times. Back. Thank you, New York Times. I saw something about that on the news. I saw something about that on the news. I saw something about that on the news. I didn't watch the What What there's I didn't watch the What What there's I didn't watch the What What there's some headlines about that. some headlines about that. some headlines about that. The recent So two recent things. Uh The recent So two recent things. Uh The recent So two recent things. Uh There was an HBO documentary There was an HBO documentary There was an HBO documentary looking into the real identity Okay. looking into the real identity Okay. looking into the real identity Okay. Satoshi. I cannot pronounce the last Satoshi. I cannot pronounce the last Satoshi. I cannot pronounce the last name. But in Nakamoto. name. But in Nakamoto. name. But in Nakamoto. Yeah. That guy, the person credited with Yeah. That guy, the person credited with Yeah. That guy, the person credited with creating creating creating the Bitcoin. He's the one that published the Bitcoin. He's the one that published the Bitcoin. He's the one that published original nine or 10 you know, a original nine or 10 you know, a original nine or 10 you know, a technical a nine or 10 page technical technical a nine or 10 page technical technical a nine or 10 page technical paper on it, etc. paper on it, etc. paper on it, etc. And on the back of that documentary And on the back of that documentary And on the back of that documentary a reporter from the New York Times, they a reporter from the New York Times, they a reporter from the New York Times, they like a whole in-depth research and the like a whole in-depth research and the like a whole in-depth research and the way he thinks he has the right person is way he thinks he has the right person is way he thinks he has the right person is he was matching the writing style of the he was matching the writing style of the he was matching the writing style of the initial nine to 10 page initial nine to 10 page initial nine to 10 page technical white paper technical white paper technical white paper which coincided when Bitcoin came out, which coincided when Bitcoin came out, which coincided when Bitcoin came out, the person that wrote it, Satoshi, the person that wrote it, Satoshi, the person that wrote it, Satoshi, disappeared and then this other guy disappeared and then this other guy disappeared and then this other guy started writing. So it's kind of like a started writing. So it's kind of like a started writing. So it's kind of like a Batman Bruce Wayne sort of thing, you Batman Bruce Wayne sort of thing, you Batman Bruce Wayne sort of thing, you know, never at the same time. But they know, never at the same time. But they know, never at the same time. But they have the same writing style. I mean old have the same writing style. I mean old have the same writing style. I mean old school investigative journalists, school investigative journalists, school investigative journalists, old school you know um old school you know um old school you know um forensic forensic forensic reading investigation but forensic reading investigation but forensic reading investigation but forensic writing super interesting and they did a writing super interesting and they did a writing super interesting and they did a whole podcast and of course the guy whole podcast and of course the guy whole podcast and of course the guy denies that he is a Satoshi. I think denies that he is a Satoshi. I think denies that he is a Satoshi. I think he's got two big reasons. Number one,

he's got two big reasons. Number one, he's got two big reasons. Number one, you don't want people to know that you you don't want people to know that you you don't want people to know that you potentially have $70 billion worth of potentially have $70 billion worth of potentially have $70 billion worth of worth of Bitcoin and number two, the guy worth of Bitcoin and number two, the guy worth of Bitcoin and number two, the guy has a regular job and he's trying to has a regular job and he's trying to has a regular job and he's trying to take this company which is Bitcoin take this company which is Bitcoin take this company which is Bitcoin related public and the SEC related public and the SEC related public and the SEC when the SEC works, I'll say nothing when the SEC works, I'll say nothing when the SEC works, I'll say nothing more about that. They would want to know more about that. They would want to know more about that. They would want to know that an executive that's going that an executive that's going that an executive that's going public with a company public with a company public with a company discloses if they have any anything else discloses if they have any anything else discloses if they have any anything else tied to this company. So anyway, very tied to this company. So anyway, very tied to this company. So anyway, very interesting interesting interesting good listen. good listen. good listen. >> That is. That is. >> That is. That is. >> That is. That is. Yeah, I mean I saw I saw some interview Yeah, I mean I saw I saw some interview Yeah, I mean I saw I saw some interview briefly with the two guys that I think briefly with the two guys that I think briefly with the two guys that I think were with the reporters on this. were with the reporters on this. were with the reporters on this. Hey. Hey. Hey. And but also someone said they thought And but also someone said they thought And but also someone said they thought whoever is Satoshi is dead. whoever is Satoshi is dead. whoever is Satoshi is dead. But so maybe it's different people cuz But so maybe it's different people cuz But so maybe it's different people cuz cuz they're like why hasn't this person cuz they're like why hasn't this person cuz they're like why hasn't this person done anything with the billions that done anything with the billions that done anything with the billions that would be sitting in his wallet? I would be sitting in his wallet? I would be sitting in his wallet? I I don't want to well I mean you know I I don't want to well I mean you know I I don't want to well I mean you know I know that Politico if you talk really know that Politico if you talk really know that Politico if you talk really has the majority of podcast listening has the majority of podcast listening has the majority of podcast listening globally and more people globally and more people globally and more people to us than the New York Times. So I'm to us than the New York Times. So I'm to us than the New York Times. So I'm going to give you the answer Rob.

going to give you the answer Rob. going to give you the answer Rob. Apparently Apparently Apparently the Satoshi character said that the Satoshi character said that the Satoshi character said that it will be found out through it will be found out through it will be found out through inheritance. If and when he dies inheritance. If and when he dies inheritance. If and when he dies right, things will pass on and then the right, things will pass on and then the right, things will pass on and then the community that that you know the folks community that that you know the folks community that that you know the folks that hold 20% of Bitcoin like Bill who that hold 20% of Bitcoin like Bill who that hold 20% of Bitcoin like Bill who just decided to join us by the way. just decided to join us by the way. just decided to join us by the way. They are waiting the evidence that they They are waiting the evidence that they They are waiting the evidence that they think will verify whether this is the think will verify whether this is the think will verify whether this is the guy or not is one guy or not is one guy or not is one has any has any has any monetary value move from the original monetary value move from the original monetary value move from the original wallet wallet wallet and two and two and two did they do they did they do they did they do they in order for the money to move from the in order for the money to move from the in order for the money to move from the wallet the cryptographic keys that match wallet the cryptographic keys that match wallet the cryptographic keys that match the wallet needs to be used. So that is the wallet needs to be used. So that is the wallet needs to be used. So that is how the community thinks if it's Satoshi how the community thinks if it's Satoshi how the community thinks if it's Satoshi these two things have to happen and if these two things have to happen and if these two things have to happen and if those two things don't happen is those two things don't happen is those two things don't happen is somebody else is Bill. Bill only has 10 somebody else is Bill. Bill only has 10 somebody else is Bill. Bill only has 10 billion in Bitcoin is broke. billion in Bitcoin is broke. billion in Bitcoin is broke. Right. Right. Right. And so like one day some kid just gets And so like one day some kid just gets And so like one day some kid just gets billions of dollars showing up. It's billions of dollars showing up. It's billions of dollars showing up. It's like woohoo.

like woohoo. like woohoo. >> [laughter] >> [laughter] >> [laughter] >> Yeah, here you go. Inheritance, that's >> Yeah, here you go. Inheritance, that's >> Yeah, here you go. Inheritance, that's how we find out. Well, I think the how we find out. Well, I think the how we find out. Well, I think the problem is that people think it's one problem is that people think it's one problem is that people think it's one person. person. person. And it wasn't a a completely engineered And it wasn't a a completely engineered And it wasn't a a completely engineered thing. thing. thing. Um you know, it's origins it's origins Um you know, it's origins it's origins Um you know, it's origins it's origins are timed very closely with some of the are timed very closely with some of the are timed very closely with some of the sanctions that were happening. And think sanctions that were happening. And think sanctions that were happening. And think about its purpose. It's just just the about its purpose. It's just just the about its purpose. It's just just the 2008. 2008. 2008. >> right now. I mean you know, I've already >> right now. I mean you know, I've already >> right now. I mean you know, I've already made a note of this that when you look made a note of this that when you look made a note of this that when you look at the volumes that are being transacted at the volumes that are being transacted at the volumes that are being transacted through this thing outstrips the actual through this thing outstrips the actual through this thing outstrips the actual value the market value of any of these value the market value of any of these value the market value of any of these cryptos. So it's not being used as a cryptos. So it's not being used as a cryptos. So it's not being used as a store of value is being used for money store of value is being used for money store of value is being used for money laundering. And then so when we have laundering. And then so when we have laundering. And then so when we have like the situations that we have around like the situations that we have around like the situations that we have around the world, the tensions, the sanctions the world, the tensions, the sanctions the world, the tensions, the sanctions it's the perfect vehicle to it's the perfect vehicle to it's the perfect vehicle to undermine any of those regimes.

undermine any of those regimes. undermine any of those regimes. And why do you think it's one person? And why do you think it's one person? And why do you think it's one person? You know, this is a You know, this is a You know, this is a you know, incredibly well engineered you know, incredibly well engineered you know, incredibly well engineered mechanism for undermining mechanism for undermining mechanism for undermining the the dollar regime. the the dollar regime. the the dollar regime. It is. It is. It is. And and you know, probably the reason And and you know, probably the reason And and you know, probably the reason why BRICS doesn't doesn't have their own why BRICS doesn't doesn't have their own why BRICS doesn't doesn't have their own crypto or maybe even China doesn't exert crypto or maybe even China doesn't exert crypto or maybe even China doesn't exert themselves in being on reserve themselves in being on reserve themselves in being on reserve currencies, they have this thing. currencies, they have this thing. currencies, they have this thing. And so they'll just use that to transfer And so they'll just use that to transfer And so they'll just use that to transfer funds and if you look at what's funds and if you look at what's funds and if you look at what's happening in some of these conflicts, happening in some of these conflicts, happening in some of these conflicts, they're either paying in crypto, they're they're either paying in crypto, they're they're either paying in crypto, they're asking to be paid in crypto. asking to be paid in crypto. asking to be paid in crypto. Right? For tolls and whatever. Right? For tolls and whatever. Right? For tolls and whatever. And you know, how do you think all these And you know, how do you think all these And you know, how do you think all these weapons weapons weapons that are being deployed everywhere, you that are being deployed everywhere, you that are being deployed everywhere, you know, whether it's drones are being know, whether it's drones are being know, whether it's drones are being funded? I mean it's like we have funded? I mean it's like we have funded? I mean it's like we have sanctions everywhere but sanctions everywhere but sanctions everywhere but how are they holding? And it seems that how are they holding? And it seems that how are they holding? And it seems that the funding for the funding for the funding for a lot of these a lot of these a lot of these arsenals out there arsenals out there arsenals out there that shouldn't technically shouldn't be that shouldn't technically shouldn't be that shouldn't technically shouldn't be there because you're economically there because you're economically there because you're economically constricting certain parties, how come constricting certain parties, how come constricting certain parties, how come they don't work? You know, where where they don't work? You know, where where they don't work? You know, where where are these guys getting all these Because are these guys getting all these Because are these guys getting all these Because we are because we're humans.

we are because we're humans. we are because we're humans. And if we I haven't done this, I'm going And if we I haven't done this, I'm going And if we I haven't done this, I'm going to do this I'm going to give myself some to do this I'm going to give myself some to do this I'm going to give myself some homework. homework. homework. I want to look at what is widely known I want to look at what is widely known I want to look at what is widely known as the first as the first as the first global scale sanction against a country global scale sanction against a country global scale sanction against a country just whatever that is. just whatever that is. just whatever that is. And immediately the next thing I'm going And immediately the next thing I'm going And immediately the next thing I'm going to look at is how people went around it to look at is how people went around it to look at is how people went around it because when you're talking about you because when you're talking about you because when you're talking about you know, it's supply and demand, right? All know, it's supply and demand, right? All know, it's supply and demand, right? All of a sudden it's a problem to get things of a sudden it's a problem to get things of a sudden it's a problem to get things from here. I mean I think you know, Rob from here. I mean I think you know, Rob from here. I mean I think you know, Rob and I have talked about moving and I have talked about moving and I have talked about moving medicines not counterfeit moving legit medicines not counterfeit moving legit medicines not counterfeit moving legit drugs from country A to country B just drugs from country A to country B just drugs from country A to country B just because of the tax situation you will because of the tax situation you will because of the tax situation you will make a killing. Why make a killing. Why make a killing. Why if we're able to move something whether if we're able to move something whether if we're able to move something whether it's money through crypto, it's money through crypto, it's money through crypto, it's it's going to be done. it's it's going to be done. it's it's going to be done. I just think it's funny that we were so I just think it's funny that we were so I just think it's funny that we were so worried worried worried about the impact on the grid from about the impact on the grid from about the impact on the grid from Bitcoin mining and that seems like so Bitcoin mining and that seems like so Bitcoin mining and that seems like so 2008.

2008. 2008. Yeah. Yeah, yeah. Now it's like no, Yeah. Yeah, yeah. Now it's like no, Yeah. Yeah, yeah. Now it's like no, that's not who ended up being the energy that's not who ended up being the energy that's not who ended up being the energy hog. Mhm. hog. Mhm. hog. Mhm. It it's It it's It it's >> but the problem there was really the >> but the problem there was really the >> but the problem there was really the question of question of question of um the transaction cost. Is do you need um the transaction cost. Is do you need um the transaction cost. Is do you need to to to burn that many burn that many burn that many do you need that much energy in order to do you need that much energy in order to do you need that much energy in order to burn that many tokens? burn that many tokens? burn that many tokens? Which is ironic cuz with AI we're Which is ironic cuz with AI we're Which is ironic cuz with AI we're talking about tokens as well. I have to talking about tokens as well. I have to talking about tokens as well. I have to give credit for that one dude in in Hong give credit for that one dude in in Hong give credit for that one dude in in Hong Kong or is it Singapore? Kong or is it Singapore? Kong or is it Singapore? I forgot his last name. I forgot his last name. I forgot his last name. This was a you know, Rob this is back This was a you know, Rob this is back This was a you know, Rob this is back when you when you when you >> [laughter] >> [laughter] >> [laughter] >> IoT >> IoT >> IoT solutions world congress and they had solutions world congress and they had solutions world congress and they had the Bitcoin. the Bitcoin. the Bitcoin. >> Remember when they had the big >> Remember when they had the big >> Remember when they had the big the blockchain. the blockchain. the blockchain. >> the most it was the most popular thing >> the most it was the most popular thing >> the most it was the most popular thing there. We're there for this other event. there. We're there for this other event. there. We're there for this other event. And somebody had this whole mini And somebody had this whole mini And somebody had this whole mini conference on how you learn how to do an conference on how you learn how to do an conference on how you learn how to do an initial coin offering. Yeah, and initial coin offering. Yeah, and initial coin offering. Yeah, and it shows human nature.

it shows human nature. it shows human nature. Yeah, and people are like screw that Yeah, and people are like screw that Yeah, and people are like screw that other stuff. other stuff. other stuff. I want to learn how to do an ICO. But in I want to learn how to do an ICO. But in I want to learn how to do an ICO. But in 2017 that thing was 2017 that thing was 2017 that thing was and then there was a gentleman there who and then there was a gentleman there who and then there was a gentleman there who had that that robot. You know, he made had that that robot. You know, he made had that that robot. You know, he made news all over the world because I forgot news all over the world because I forgot news all over the world because I forgot Ava I think it was the name of the the Ava I think it was the name of the the Ava I think it was the name of the the robot. It's like the sexy looking you robot. It's like the sexy looking you robot. It's like the sexy looking you know, Yeah. robot whatever animatronic know, Yeah. robot whatever animatronic know, Yeah. robot whatever animatronic thingy. thingy. thingy. So everybody was tripping out and that So everybody was tripping out and that So everybody was tripping out and that guy actually guy actually guy actually made the comment that AI and blockchain made the comment that AI and blockchain made the comment that AI and blockchain and this whole idea of token minting are and this whole idea of token minting are and this whole idea of token minting are tied together. And you know what? He's tied together. And you know what? He's tied together. And you know what? He's actually actually actually ironically right. And ironically right. And ironically right. And and it's weird how GPUs and Nvidia kind and it's weird how GPUs and Nvidia kind and it's weird how GPUs and Nvidia kind of have this lineage um through this of have this lineage um through this of have this lineage um through this whole whole whole series of series of series of you know, you know, you know, hype cycles, right? Because you know, hype cycles, right? Because you know, hype cycles, right? Because you know, Nvidia was big on crypto mining and then Nvidia was big on crypto mining and then Nvidia was big on crypto mining and then about three two years ago two years ago, about three two years ago two years ago, about three two years ago two years ago, they completely dropped crypto mining they completely dropped crypto mining they completely dropped crypto mining because everyone went to accelerate it.

because everyone went to accelerate it. because everyone went to accelerate it. Everybody went to ASICs. They already Everybody went to ASICs. They already Everybody went to ASICs. They already figured that out. Kind of like what's figured that out. Kind of like what's figured that out. Kind of like what's happening now with AI. People are happening now with AI. People are happening now with AI. People are realizing GPUs aren't all that great realizing GPUs aren't all that great realizing GPUs aren't all that great and we're seeing that. and we're seeing that. and we're seeing that. I mean look at Intel. Now everybody's I mean look at Intel. Now everybody's I mean look at Intel. Now everybody's talking about CPUs, right? Wow, surprise talking about CPUs, right? Wow, surprise talking about CPUs, right? Wow, surprise surprise. surprise. surprise. >> It's cool again, man. It's cool again. >> It's cool again, man. It's cool again. >> It's cool again, man. It's cool again. Hey, can someone tell me can someone Hey, can someone tell me can someone Hey, can someone tell me can someone speaking of Intel can someone tell me speaking of Intel can someone tell me speaking of Intel can someone tell me that how just a few months ago that how just a few months ago that how just a few months ago Intel, you know, they dumped Pat Intel, you know, they dumped Pat Intel, you know, they dumped Pat Gelsinger cuz for some reason he wasn't Gelsinger cuz for some reason he wasn't Gelsinger cuz for some reason he wasn't getting it done. And then they bring in getting it done. And then they bring in getting it done. And then they bring in Lip-Bu Tan and he just adopts the same Lip-Bu Tan and he just adopts the same Lip-Bu Tan and he just adopts the same plan as Gelsinger basically. And their plan as Gelsinger basically. And their plan as Gelsinger basically. And their stock was $19 stock was $19 stock was $19 and they were just like and they were just like and they were just like and then Lip-Bu Tan has to go have a and then Lip-Bu Tan has to go have a and then Lip-Bu Tan has to go have a meeting in the White House and then all meeting in the White House and then all meeting in the White House and then all of a sudden okay, I love you now. And of a sudden okay, I love you now. And of a sudden okay, I love you now. And then Intel [clears throat] then Intel [clears throat] then Intel [clears throat] no change to the economics, no change to no change to the economics, no change to no change to the economics, no change to anything. anything. anything. Their stock is like 80 whatever dollars Their stock is like 80 whatever dollars Their stock is like 80 whatever dollars now. What the hell? Nothing has changed.

now. What the hell? Nothing has changed. now. What the hell? Nothing has changed. Yeah. We we cannot Yeah. We we cannot Yeah. We we cannot I don't want to hear anything about the I don't want to hear anything about the I don't want to hear anything about the market. Yeah. [clears throat] Anything market. Yeah. [clears throat] Anything market. Yeah. [clears throat] Anything that we thought we knew that has been that we thought we knew that has been that we thought we knew that has been happening for the last 40 years, all of happening for the last 40 years, all of happening for the last 40 years, all of it it it's irrelevant. I mean Allbirds it it it's irrelevant. I mean Allbirds it it it's irrelevant. I mean Allbirds for those of you that don't know for those of you that don't know for those of you that don't know Allbirds was a brand. They were making Allbirds was a brand. They were making Allbirds was a brand. They were making they were making shoes. They were making they were making shoes. They were making they were making shoes. They were making apparel. This really light shoe. A shoe apparel. This really light shoe. A shoe apparel. This really light shoe. A shoe company, okay? They make shoes. And they company, okay? They make shoes. And they company, okay? They make shoes. And they were burning through money. I think were burning through money. I think were burning through money. I think their valuation at some point was like 3 their valuation at some point was like 3 their valuation at some point was like 3 billion. They sold less than a month ago billion. They sold less than a month ago billion. They sold less than a month ago for like 39 million with an M, right? So for like 39 million with an M, right? So for like 39 million with an M, right? So and within 10 days and within 10 days and within 10 days they make an announcement that Allbirds, they make an announcement that Allbirds, they make an announcement that Allbirds, the company you said was going to make the company you said was going to make the company you said was going to make shoes, they're going into AI. They shoes, they're going into AI. They shoes, they're going into AI. They didn't explain what that meant. Yeah. didn't explain what that meant. Yeah. didn't explain what that meant. Yeah. And all of a sudden the stock went from And all of a sudden the stock went from And all of a sudden the stock went from like a buck 12 to like Exactly. like a buck 12 to like Exactly. like a buck 12 to like Exactly. And And And >> Yeah, [clears throat] yeah. I mean, but >> Yeah, [clears throat] yeah. I mean, but >> Yeah, [clears throat] yeah. I mean, but see that's why I you know, I I see that's why I you know, I I see that's why I you know, I I I like my role as a technology analyst I like my role as a technology analyst I like my role as a technology analyst and an industry analyst and an industry analyst and an industry analyst because I don't have to deal with that.

because I don't have to deal with that. because I don't have to deal with that. And you know, the ground truth, the And you know, the ground truth, the And you know, the ground truth, the markets are even more detached now from markets are even more detached now from markets are even more detached now from ground truth than before. A lot of these ground truth than before. A lot of these ground truth than before. A lot of these guys that you listen to on CNBC, a lot guys that you listen to on CNBC, a lot guys that you listen to on CNBC, a lot of the Wall Street analysts have no idea of the Wall Street analysts have no idea of the Wall Street analysts have no idea what they're talking There's a small what they're talking There's a small what they're talking There's a small number. They're few, you know, like number. They're few, you know, like number. They're few, you know, like Stacy Rasquin. He He actually gets Stacy Rasquin. He He actually gets Stacy Rasquin. He He actually gets things, right? I mean, because he has a things, right? I mean, because he has a things, right? I mean, because he has a semi background, you know, he's worked semi background, you know, he's worked semi background, you know, he's worked in fabs and stuff like that. So in fabs and stuff like that. So in fabs and stuff like that. So he he he gets it, but the problem is is this. If gets it, but the problem is is this. If gets it, but the problem is is this. If you were a semi analyst, you really knew you were a semi analyst, you really knew you were a semi analyst, you really knew semiconductors and the focus was on the semiconductors and the focus was on the semiconductors and the focus was on the chip. You When you're covering companies chip. You When you're covering companies chip. You When you're covering companies that are in the semi industry, you that are in the semi industry, you that are in the semi industry, you didn't really go upstream too much. You didn't really go upstream too much. You didn't really go upstream too much. You didn't really have to understand the didn't really have to understand the didn't really have to understand the dynamics of the systems and end markets dynamics of the systems and end markets dynamics of the systems and end markets as much as And that was always really a as much as And that was always really a as much as And that was always really a question for a lot of the Wall Street question for a lot of the Wall Street question for a lot of the Wall Street analysts, right? Even for industry analysts, right? Even for industry analysts, right? Even for industry analysts A lot of industry analysts, I analysts A lot of industry analysts, I analysts A lot of industry analysts, I mean, look at like with Telco, mean, look at like with Telco, mean, look at like with Telco, everyone's trying to make a shift to AI everyone's trying to make a shift to AI everyone's trying to make a shift to AI because all of a sudden AI is a big because all of a sudden AI is a big because all of a sudden AI is a big thing. But these analysts have no thing. But these analysts have no thing. But these analysts have no background in AI, right? And so they're background in AI, right? And so they're background in AI, right? And so they're trying to find that thread that where trying to find that thread that where trying to find that thread that where they can attach uh they can attach uh they can attach uh uh uh uh you know, themselves and their legacy to you know, themselves and their legacy to you know, themselves and their legacy to something newer and it's usually something newer and it's usually something newer and it's usually networking, right? Um but that networking, right? Um but that networking, right? Um but that you know, these folks you know, these folks you know, these folks don't have a grounding on this stuff.

don't have a grounding on this stuff. don't have a grounding on this stuff. And And And now now now these so-called experts they're on a these so-called experts they're on a these so-called experts they're on a learning curve, most of them, right? Cuz learning curve, most of them, right? Cuz learning curve, most of them, right? Cuz cuz you know, I was listening to CNBC cuz you know, I was listening to CNBC cuz you know, I was listening to CNBC this morning and they said that True this morning and they said that True this morning and they said that True North was pivoting to AI North was pivoting to AI North was pivoting to AI today. today. today. >> [laughter] >> [laughter] >> [laughter] >> And I was like Why? >> And I was like Why? >> And I was like Why? Why? Why? Why? >> [laughter] >> No, no. I I Yeah, yeah. And then here's >> No, no. I I Yeah, yeah. And then here's the other problem. You can't just think the other problem. You can't just think the other problem. You can't just think about the ship anymore. Now you have to about the ship anymore. Now you have to about the ship anymore. Now you have to think about software, you have to think think about software, you have to think think about software, you have to think about systems, you have to think about about systems, you have to think about about systems, you have to think about applications, you have to These are applications, you have to These are applications, you have to These are things that, you know, a lot of like the things that, you know, a lot of like the things that, you know, a lot of like the the guys that are in the lower levels of the guys that are in the lower levels of the guys that are in the lower levels of the stack, they don't they don't cover the stack, they don't they don't cover the stack, they don't they don't cover this stuff. this stuff. this stuff. >> but wasn't that wasn't that the case >> but wasn't that wasn't that the case >> but wasn't that wasn't that the case when we started talking digital when we started talking digital when we started talking digital transformation? Weren't you supposed to transformation? Weren't you supposed to transformation? Weren't you supposed to be thinking all those things at that be thinking all those things at that be thinking all those things at that time? time? time? >> That was like, you know, academic fluffy >> That was like, you know, academic fluffy >> That was like, you know, academic fluffy nonsense. nonsense. nonsense. >> [laughter] >> [laughter] >> [laughter] >> Except for those >> Except for those >> Except for those >> all the technical guys were going, "What >> all the technical guys were going, "What >> all the technical guys were going, "What the hell are you talking the hell are you talking the hell are you talking digital what?"

digital what?" digital what?" Except for those that actually do it. Except for those that actually do it. Except for those that actually do it. Yeah, the gap and the ugly. People who Yeah, the gap and the ugly. People who Yeah, the gap and the ugly. People who actually implemented stuff like actually implemented stuff like actually implemented stuff like >> I said, I'm just I'm just a businessman >> I said, I'm just I'm just a businessman >> I said, I'm just I'm just a businessman giving the people what they want. giving the people what they want. giving the people what they want. Yeah. Yeah. Yeah. >> Which is tough. >> Which is tough. >> Which is tough. Right. Right. It's you know, the I I Right. Right. It's you know, the I I Right. Right. It's you know, the I I I'll leave with this and I'll leave with this and I'll leave with this and um Why are you leaving? You can't leave, um Why are you leaving? You can't leave, um Why are you leaving? You can't leave, dude. But no, I have to take one of the dude. But no, I have to take one of the dude. But no, I have to take one of the kids to activity, so it's it's either kids to activity, so it's it's either kids to activity, so it's it's either that or that or that or or I get beat up by the kids. But you or I get beat up by the kids. But you or I get beat up by the kids. But you know, with a whole AI doomsayers and you know, with a whole AI doomsayers and you know, with a whole AI doomsayers and you know, AI is doing this and AI is know, AI is doing this and AI is know, AI is doing this and AI is eliminating jobs, which it's not. It's eliminating jobs, which it's not. It's eliminating jobs, which it's not. It's just people they just want better just people they just want better just people they just want better portfolios, but that that's for another portfolios, but that that's for another portfolios, but that that's for another episode. episode. episode. But Nikesh from Palo Alto, But Nikesh from Palo Alto, But Nikesh from Palo Alto, he he he um um um I I I caught him the other day on on a I I I caught him the other day on on a I I I caught him the other day on on a post where he is saying that post where he is saying that post where he is saying that they are they're software as a services they are they're software as a services they are they're software as a services that have been and are going to be that have been and are going to be that have been and are going to be crushed by AI because you just don't you crushed by AI because you just don't you crushed by AI because you just don't you can just do it yourself. And that is out can just do it yourself. And that is out can just do it yourself. And that is out there.

there. there. And what are that on the other No, hold And what are that on the other No, hold And what are that on the other No, hold on. I I I I I I I on. I I I I I I I on. I I I I I I I >> Hey, no, no. We didn't say anything. >> Hey, no, no. We didn't say anything. >> Hey, no, no. We didn't say anything. Keep going. We're just Um in in the Keep going. We're just Um in in the Keep going. We're just Um in in the middle middle middle then he put uh you know, a lot of then he put uh you know, a lot of then he put uh you know, a lot of analytics that still requires uh human analytics that still requires uh human analytics that still requires uh human input and human analysis that is helped input and human analysis that is helped input and human analysis that is helped by AI, so not replaced. And then of by AI, so not replaced. And then of by AI, so not replaced. And then of course, he's a little biased. course, he's a little biased. course, he's a little biased. You know, conveniently the last bit he You know, conveniently the last bit he You know, conveniently the last bit he he put all of the he put all of the he put all of the SaaS for cybersecurity SaaS for cybersecurity SaaS for cybersecurity on the last box where that one is going on the last box where that one is going on the last box where that one is going to be really accelerated by AI. Whether to be really accelerated by AI. Whether to be really accelerated by AI. Whether he's right or wrong, that that's not he's right or wrong, that that's not he's right or wrong, that that's not that's not my my beef. I just thought I that's not my my beef. I just thought I that's not my my beef. I just thought I just hadn't seen it that way cuz it's just hadn't seen it that way cuz it's just hadn't seen it that way cuz it's kind of like the SaaS umbrella and in kind of like the SaaS umbrella and in kind of like the SaaS umbrella and in his view, he's like, "You guys are host. his view, he's like, "You guys are host. his view, he's like, "You guys are host. You guys are going to be okay. And then You guys are going to be okay. And then You guys are going to be okay. And then this bit is accelerating." And for me, this bit is accelerating." And for me, this bit is accelerating." And for me, it was a refreshing take cuz usually it was a refreshing take cuz usually it was a refreshing take cuz usually what I get is what I get is what I get is all the job eliminations, you know, like all the job eliminations, you know, like all the job eliminations, you know, like the the the What was it this week? You were talking What was it this week? You were talking What was it this week? You were talking between Meta and you know, Microsoft between Meta and you know, Microsoft between Meta and you know, Microsoft >> Microsoft.

>> Microsoft. >> Microsoft. It's It's It's It's anyway, it's a different take. It's anyway, it's a different take. It's anyway, it's a different take. They're not they're not a Yeah. Um They're not they're not a Yeah. Um They're not they're not a Yeah. Um So we've heard about the SaaS apocalypse So we've heard about the SaaS apocalypse So we've heard about the SaaS apocalypse or whatever and I remember a lot of the or whatever and I remember a lot of the or whatever and I remember a lot of the SaaS guys were SaaS guys were SaaS guys were stock went down a month ago or whatever stock went down a month ago or whatever stock went down a month ago or whatever it was. it was. it was. You know, but I have heard the take and You know, but I have heard the take and You know, but I have heard the take and I understand the take of I understand the take of I understand the take of AI is going to make it so easy for you AI is going to make it so easy for you AI is going to make it so easy for you to make any software that you could ever to make any software that you could ever to make any software that you could ever go buy off the shelf that you'll just do go buy off the shelf that you'll just do go buy off the shelf that you'll just do it yourself. it yourself. it yourself. And it may be true-ish that you could do And it may be true-ish that you could do And it may be true-ish that you could do that. Who will actually follow through that. Who will actually follow through that. Who will actually follow through and do that will be a tiny subset of and do that will be a tiny subset of and do that will be a tiny subset of It's just like us with ideas or startups It's just like us with ideas or startups It's just like us with ideas or startups or anything. or anything. or anything. 10,000 people have the same cool idea 10,000 people have the same cool idea 10,000 people have the same cool idea that I have and only one or two people that I have and only one or two people that I have and only one or two people are going to follow through and act on are going to follow through and act on are going to follow through and act on it. And so Yeah. it. And so Yeah. it. And so Yeah. I [clears throat] just want to be I I I [clears throat] just want to be I I I [clears throat] just want to be I I just want to be in the same room when just want to be in the same room when just want to be in the same room when Mr. founder with vibe coded and shipped Mr. founder with vibe coded and shipped Mr. founder with vibe coded and shipped something. I just want to be there when something. I just want to be there when something. I just want to be there when the first patch has to go. That's it the first patch has to go. That's it the first patch has to go. That's it that's it. And and let's see what that's it. And and let's see what that's it. And and let's see what actually happens. Yeah. No. We don't actually happens. Yeah. No. We don't actually happens. Yeah. No. We don't know. I don't care about the patch. I know. I don't care about the patch. I know. I don't care about the patch. I just want to be there when it scales just want to be there when it scales just want to be there when it scales beyond the damn virtual environment.

beyond the damn virtual environment. beyond the damn virtual environment. >> [laughter] >> [laughter] >> [laughter] >> How about that? Because the minute that >> How about that? Because the minute that >> How about that? Because the minute that it the minute that it breaks I mean, it the minute that it breaks I mean, it the minute that it breaks I mean, this is the weird part about it and this this is the weird part about it and this this is the weird part about it and this is what people don't get about the whole is what people don't get about the whole is what people don't get about the whole vibe coding or I'm using AI to codevelop vibe coding or I'm using AI to codevelop vibe coding or I'm using AI to codevelop with me and everything like that is that with me and everything like that is that with me and everything like that is that when you ask for a test sequence, okay? when you ask for a test sequence, okay? when you ask for a test sequence, okay? People challenge challenge yourselves on People challenge challenge yourselves on People challenge challenge yourselves on this. When you look at the test harness this. When you look at the test harness this. When you look at the test harness that you're using to test A, B, C, and D that you're using to test A, B, C, and D that you're using to test A, B, C, and D and you go, "It passes." Why? Because AI and you go, "It passes." Why? Because AI and you go, "It passes." Why? Because AI says, "Oh, this is A and it's so says, "Oh, this is A and it's so says, "Oh, this is A and it's so perfect. Here's the test for it. Oh, it perfect. Here's the test for it. Oh, it perfect. Here's the test for it. Oh, it passes, see?" But you're not you're not passes, see?" But you're not you're not passes, see?" But you're not you're not running it against random edge cases. running it against random edge cases. running it against random edge cases. You're not running it against something You're not running it against something You're not running it against something that is decoupled from the actual code. that is decoupled from the actual code. that is decoupled from the actual code. That And that's the big problem. It's That And that's the big problem. It's That And that's the big problem. It's the the the >> leave. You can't leave. Sorry. >> leave. You can't leave. Sorry. >> leave. You can't leave. Sorry. [clears throat] I miss you guys. Peace [clears throat] I miss you guys. Peace [clears throat] I miss you guys. Peace out. Yeah. There Hey, good seeing you. out. Yeah. There Hey, good seeing you. out. Yeah. There Hey, good seeing you. There's so many edge cases and many of There's so many edge cases and many of There's so many edge cases and many of the edge cases can be catastrophic the edge cases can be catastrophic the edge cases can be catastrophic that that that the volume of what you should test is the volume of what you should test is the volume of what you should test is impossible to test.

impossible to test. impossible to test. And what you can test, the known knowns, And what you can test, the known knowns, And what you can test, the known knowns, if you will, right? if you will, right? if you will, right? Those those aren't the things that you Those those aren't the things that you Those those aren't the things that you have to worry about. And so with like have to worry about. And so with like have to worry about. And so with like all the agentic stuff, all the agentic stuff, all the agentic stuff, nobody knows how to freaking test this nobody knows how to freaking test this nobody knows how to freaking test this stuff. And if you listen in on stuff. And if you listen in on stuff. And if you listen in on Google Google Google Cloud Cloud Cloud uh what the freaking hell is their uh what the freaking hell is their uh what the freaking hell is their company? Next. Next. When you look at company? Next. Next. When you look at company? Next. Next. When you look at all the security stuff and even with all the security stuff and even with all the security stuff and even with Wiz, it's all like reactive kind of Wiz, it's all like reactive kind of Wiz, it's all like reactive kind of things. It's like like you mentioned things. It's like like you mentioned things. It's like like you mentioned audit, right? The animal audits and audit, right? The animal audits and audit, right? The animal audits and stuff like that. This is all like, stuff like that. This is all like, stuff like that. This is all like, you know, non-proactive things in the you know, non-proactive things in the you know, non-proactive things in the runtime environment, right? This is all runtime environment, right? This is all runtime environment, right? This is all like reactive. like reactive. like reactive. Um Um Um and it's also just a security after you and it's also just a security after you and it's also just a security after you just push stuff out. So debugging just push stuff out. So debugging just push stuff out. So debugging production problems. What about production problems. What about production problems. What about debugging debugging debugging things before you things before you things before you put things out as part of your, let's put things out as part of your, let's put things out as part of your, let's say, AI development life cycle, AI LDC, say, AI development life cycle, AI LDC, say, AI development life cycle, AI LDC, right?

right? right? Um or DLC. Um or DLC. Um or DLC. Um Um Um Where are the tools for that? And there Where are the tools for that? And there Where are the tools for that? And there are some approaches like, you know, um I are some approaches like, you know, um I are some approaches like, you know, um I had a chat with this Cisco guys, Raj had a chat with this Cisco guys, Raj had a chat with this Cisco guys, Raj Chopra. He mentioned to me and I I Chopra. He mentioned to me and I I Chopra. He mentioned to me and I I wasn't aware of this that they have a wasn't aware of this that they have a wasn't aware of this that they have a thing called code code defense, right? thing called code code defense, right? thing called code code defense, right? And then, you know, Wiz And then, you know, Wiz And then, you know, Wiz uh Wiz, the company that Google uh Wiz, the company that Google uh Wiz, the company that Google acquired, they also have tooling for acquired, they also have tooling for acquired, they also have tooling for doing um some code testing, but it's for doing um some code testing, but it's for doing um some code testing, but it's for traditional code. It's not for testing traditional code. It's not for testing traditional code. It's not for testing agents and, you know, AI agents and AI agents and, you know, AI agents and AI agents and, you know, AI agents and AI itself. itself. itself. You know what I'm saying? And so You know what I'm saying? And so You know what I'm saying? And so people are getting really, really people are getting really, really people are getting really, really misguided on a lot of this stuff. So a misguided on a lot of this stuff. So a misguided on a lot of this stuff. So a lot of the test harnesses and tooling is lot of the test harnesses and tooling is lot of the test harnesses and tooling is really for traditional code, but not for really for traditional code, but not for really for traditional code, but not for the agentic stuff, the agentic stuff, the agentic stuff, which which is really, really tough. And which which is really, really tough. And which which is really, really tough. And you know, I I made that post, right? Um you know, I I made that post, right? Um you know, I I made that post, right? Um uh Bill and you commented on it about uh Bill and you commented on it about uh Bill and you commented on it about Nemo Claw and um Nemo Claw and um Nemo Claw and um defense claw.

defense claw. defense claw. And what you're starting off with with And what you're starting off with with And what you're starting off with with all the sandboxing for these for open all the sandboxing for these for open all the sandboxing for these for open open claw. You're you're basically open claw. You're you're basically open claw. You're you're basically starting with a here, a completely starting with a here, a completely starting with a here, a completely agency agency agency deprived agent. deprived agent. deprived agent. >> [laughter] >> [laughter] >> [laughter] >> It's like, now go and figure out what >> It's like, now go and figure out what >> It's like, now go and figure out what you're going to provision. And then at you're going to provision. And then at you're going to provision. And then at that point, how is that different from a that point, how is that different from a that point, how is that different from a [ __ ] script, man? [ __ ] script, man? [ __ ] script, man? You know what I'm saying? Because you You know what I'm saying? Because you You know what I'm saying? Because you now you have to do all this like it's now you have to do all this like it's now you have to do all this like it's it's the reverse of coding. You have to it's the reverse of coding. You have to it's the reverse of coding. You have to decode the agent so it doesn't go off it decode the agent so it doesn't go off it decode the agent so it doesn't go off it and and ground. and and ground. and and ground. >> This is the whole thing where when I >> This is the whole thing where when I >> This is the whole thing where when I hear [clears throat] people say, "Well, hear [clears throat] people say, "Well, hear [clears throat] people say, "Well, AI can now write code better than X." AI can now write code better than X." AI can now write code better than X." And I'm like, "Yeah, but you know what And I'm like, "Yeah, but you know what And I'm like, "Yeah, but you know what happens is people fail to go through happens is people fail to go through happens is people fail to go through those thousand or 1,500 lines of code those thousand or 1,500 lines of code those thousand or 1,500 lines of code that were just written and take that were just written and take that were just written and take ownership of that. ownership of that. ownership of that. >> [clears throat] >> [clears throat] >> [clears throat] >> Where are your commitment, [ __ ] >> Where are your commitment, [ __ ] >> Where are your commitment, [ __ ] And how are you How are you governing And how are you How are you governing And how are you How are you governing this? Who's signing it? Who is saying this? Who's signing it? Who is saying this? Who's signing it? Who is saying that I own this so that it's defensible?

that I own this so that it's defensible? that I own this so that it's defensible? Yeah, I brought Yeah, I brought Yeah, I brought >> reason that I'm like I'm like, do we use >> reason that I'm like I'm like, do we use >> reason that I'm like I'm like, do we use it and remember I said this, it and remember I said this, it and remember I said this, we use AI, we use Claude to to do we use AI, we use Claude to to do we use AI, we use Claude to to do things. You're not committing any of things. You're not committing any of things. You're not committing any of that code until you've gone through it that code until you've gone through it that code until you've gone through it and you said it and clearly delineate it and you said it and clearly delineate it and you said it and clearly delineate it was AI assisted was AI assisted was AI assisted and here's I own it. Because when you and here's I own it. Because when you and here's I own it. Because when you get to ask as to why did you use this get to ask as to why did you use this get to ask as to why did you use this over that, you better be able to [ __ ] over that, you better be able to [ __ ] over that, you better be able to [ __ ] answer. Yeah, yeah, and then answer. Yeah, yeah, and then answer. Yeah, yeah, and then >> [clears throat] >> [clears throat] >> [clears throat] >> yeah, you're so right. And if you're a >> yeah, you're so right. And if you're a >> yeah, you're so right. And if you're a vibe con, you're just like a casual vibe con, you're just like a casual vibe con, you're just like a casual you're not even a a software developer, you're not even a a software developer, you're not even a a software developer, you're not a systems integrator, you you're not a systems integrator, you you're not a systems integrator, you don't know the environment, you don't don't know the environment, you don't don't know the environment, you don't know the APIs. know the APIs. know the APIs. Forget about, you know, Forget about, you know, Forget about, you know, forget about A A to A and MCP and all forget about A A to A and MCP and all forget about A A to A and MCP and all this other [ __ ] It's that stuff is not this other [ __ ] It's that stuff is not this other [ __ ] It's that stuff is not magic the way that people think it is, magic the way that people think it is, magic the way that people think it is, right? In fact, it's worse because it right? In fact, it's worse because it right? In fact, it's worse because it adds a semantic layer between a adds a semantic layer between a adds a semantic layer between a requesting entity and a consuming requesting entity and a consuming requesting entity and a consuming entity, right? Which entity, right? Which entity, right? Which creates a lot of reliability creates a lot of reliability creates a lot of reliability issues, right? Um So, So, the the problem is is the the problem is is the the problem is is being a How do you have the being a How do you have the being a How do you have the understanding of all the systems that understanding of all the systems that understanding of all the systems that you might have to provide permissions to you might have to provide permissions to you might have to provide permissions to to account for them?

to account for them? to account for them? Right? When you go and you create your Right? When you go and you create your Right? When you go and you create your policies, let's say that you have like policies, let's say that you have like policies, let's say that you have like something like a something like a something like a Um I mean, [ __ ] Some of the stuff that Um I mean, [ __ ] Some of the stuff that Um I mean, [ __ ] Some of the stuff that Google announced, enterprise agentic Google announced, enterprise agentic Google announced, enterprise agentic platform or whatever the freaking hell platform or whatever the freaking hell platform or whatever the freaking hell it's called. it's called. it's called. How do you go and you and responsibly How do you go and you and responsibly How do you go and you and responsibly and safely and safely and safely configure the policies? And that was one configure the policies? And that was one configure the policies? And that was one of the things that Raj and I talked of the things that Raj and I talked of the things that Raj and I talked about and he brought up in the little about and he brought up in the little about and he brought up in the little chat that we had. It It's a really good chat that we had. It It's a really good chat that we had. It It's a really good one where he he mentions how one where he he mentions how one where he he mentions how um um um Yeah, it no one's going to be Yeah, it no one's going to be Yeah, it no one's going to be configuring millions and billions of configuring millions and billions of configuring millions and billions of policies for each and every policies for each and every policies for each and every Yeah, you're right. Yeah, you're right. Yeah, you're right. And then he And then he And then he Yeah, but how are you going to eat but, Yeah, but how are you going to eat but, Yeah, but how are you going to eat but, you know, he suggested intent, but you know, he suggested intent, but you know, he suggested intent, but intent is really really hard to intent is really really hard to intent is really really hard to implement in any kind of management implement in any kind of management implement in any kind of management orchestration orchestration orchestration layer. I mean You know, Leonard Yeah, layer. I mean You know, Leonard Yeah, layer. I mean You know, Leonard Yeah, yeah. I just remember when I was washing yeah. I just remember when I was washing yeah. I just remember when I was washing dishes at Denny's dishes at Denny's dishes at Denny's >> [laughter] >> [laughter] >> [laughter] >> and it this thing popped in my head >> and it this thing popped in my head >> and it this thing popped in my head through the bubbles I saw in the sink through the bubbles I saw in the sink through the bubbles I saw in the sink and it was it said to me, "You need to and it was it said to me, "You need to and it was it said to me, "You need to turn electrons into tokens.

turn electrons into tokens. turn electrons into tokens. >> [laughter] >> [laughter] >> [laughter] >> And you need to convince the entire >> And you need to convince the entire >> And you need to convince the entire planet that that's the thing." Oh, yeah, planet that that's the thing." Oh, yeah, planet that that's the thing." Oh, yeah, yeah. You guys need to watch the video, yeah. You guys need to watch the video, yeah. You guys need to watch the video, listen to this podcast. You may have listen to this podcast. You may have listen to this podcast. You may have been hearing about it that happened with been hearing about it that happened with been hearing about it that happened with Yeah, Door Cash Patel with Jensen. It Yeah, Door Cash Patel with Jensen. It Yeah, Door Cash Patel with Jensen. It kind of got hard to watch, a little kind of got hard to watch, a little kind of got hard to watch, a little uncomfortable cuz then he like he was uncomfortable cuz then he like he was uncomfortable cuz then he like he was like putting it to Jensen. Jensen like putting it to Jensen. Jensen like putting it to Jensen. Jensen started to started to started to I thought it was the other way around. I I thought it was the other way around. I I thought it was the other way around. I Well, it [laughter] I mean, Well, it [laughter] I mean, Well, it [laughter] I mean, [clears throat] he's he's cuz he was [clears throat] he's he's cuz he was [clears throat] he's he's cuz he was kind of basically going kind of basically going kind of basically going "How do we know this whole thing you got "How do we know this whole thing you got "How do we know this whole thing you got going at Nvidia's not just a big house going at Nvidia's not just a big house going at Nvidia's not just a big house of cards?" Yeah, yeah. It's like, you of cards?" Yeah, yeah. It's like, you of cards?" Yeah, yeah. It's like, you know, the only moat you really have know, the only moat you really have know, the only moat you really have You're trying to say your moat is this You're trying to say your moat is this You're trying to say your moat is this or it's CUDA or it's whatever. He goes, or it's CUDA or it's whatever. He goes, or it's CUDA or it's whatever. He goes, "No, your moat is you've locked up the "No, your moat is you've locked up the "No, your moat is you've locked up the entire supply chain for all the pieces entire supply chain for all the pieces entire supply chain for all the pieces and components to make this real. That's and components to make this real. That's and components to make this real. That's your moat." your moat." your moat." Um but there were just times where all Um but there were just times where all Um but there were just times where all of a sudden Jensen just kind of kind of of a sudden Jensen just kind of kind of of a sudden Jensen just kind of kind of would hesitate or whatever, you know, would hesitate or whatever, you know, would hesitate or whatever, you know, cuz he's so salesman all the time and cuz he's so salesman all the time and cuz he's so salesman all the time and he's so, you know, he's smart guy. he's so, you know, he's smart guy. he's so, you know, he's smart guy. >> Yeah, I mean, he he he >> Yeah, I mean, he he he >> Yeah, I mean, he he he Um he typically doesn't In those Um he typically doesn't In those Um he typically doesn't In those scenarios doesn't answer your question.

scenarios doesn't answer your question. scenarios doesn't answer your question. Yeah. Yeah. Yeah. Uh and so, yeah, I mean And it's like, Uh and so, yeah, I mean And it's like, Uh and so, yeah, I mean And it's like, why can't anyone else turn electrons why can't anyone else turn electrons why can't anyone else turn electrons into tokens or, you know, And that's the into tokens or, you know, And that's the into tokens or, you know, And that's the company who's asked him several company who's asked him several company who's asked him several questions and uh Yeah. along the lines questions and uh Yeah. along the lines questions and uh Yeah. along the lines of Door Cash and I didn't get an answer. of Door Cash and I didn't get an answer. of Door Cash and I didn't get an answer. But I didn't want to create drama like But I didn't want to create drama like But I didn't want to create drama like he did. And but anyway, Yes, you do. he did. And but anyway, Yes, you do. he did. And but anyway, Yes, you do. No, I tried But you know, but you've got No, I tried But you know, but you've got No, I tried But you know, but you've got But you've got People want drama. People But you've got People want drama. People But you've got People want drama. People want you to stir the pot. I tried to want you to stir the pot. I tried to want you to stir the pot. I tried to trade him this thing for a jacket and we trade him this thing for a jacket and we trade him this thing for a jacket and we we have a We do kind of have a verbal we have a We do kind of have a verbal we have a We do kind of have a verbal contract of sorts. contract of sorts. contract of sorts. >> [laughter] >> [laughter] >> [laughter] >> But I haven't really pressed him >> But I haven't really pressed him >> But I haven't really pressed him on that, but um on that, but um on that, but um But I think it's not beyond the realm of But I think it's not beyond the realm of But I think it's not beyond the realm of I think it's not a stretch to say that I think it's not a stretch to say that I think it's not a stretch to say that it may not be the total moat, but a moat it may not be the total moat, but a moat it may not be the total moat, but a moat that Nvidia has is they have locked up that Nvidia has is they have locked up that Nvidia has is they have locked up the entire supply chain for all the the entire supply chain for all the the entire supply chain for all the pieces needed to make all this [ __ ] pieces needed to make all this [ __ ] pieces needed to make all this [ __ ] Yeah. Cuz they have the money to lock it Yeah. Cuz they have the money to lock it Yeah. Cuz they have the money to lock it up just like Apple locks up the supply up just like Apple locks up the supply up just like Apple locks up the supply chain.

chain. chain. >> that moat and you've driven the price of >> that moat and you've driven the price of >> that moat and you've driven the price of your, you know, stock share your shares your, you know, stock share your shares your, you know, stock share your shares up. That's a legit moat. I mean, whether up. That's a legit moat. I mean, whether up. That's a legit moat. I mean, whether it's whether it's one that you like is it's whether it's one that you like is it's whether it's one that you like is different, but it is legit. If I'm the different, but it is legit. If I'm the different, but it is legit. If I'm the one that controls the supply chain, he one that controls the supply chain, he one that controls the supply chain, he who has the board puts the pieces where who has the board puts the pieces where who has the board puts the pieces where you want them. Yeah, yeah, true. you want them. Yeah, yeah, true. you want them. Yeah, yeah, true. You're right. You're right. It's just You're right. You're right. It's just You're right. You're right. It's just like when Apple bought up all those like when Apple bought up all those like when Apple bought up all those Toshiba 1 gig hard drives that are this Toshiba 1 gig hard drives that are this Toshiba 1 gig hard drives that are this big to create the iPod, you know. big to create the iPod, you know. big to create the iPod, you know. When Jobs like, "I I want to buy When Jobs like, "I I want to buy When Jobs like, "I I want to buy everyone that you're going to make, all everyone that you're going to make, all everyone that you're going to make, all of them. I'm buying them all now." of them. I'm buying them all now." of them. I'm buying them all now." Yeah, you know, I mean, now you're Yeah, you know, I mean, now you're Yeah, you know, I mean, now you're you're now you're creating that you're now you're creating that you're now you're creating that difference, that separation between you difference, that separation between you difference, that separation between you and the next. Yeah, yeah. You're right. and the next. Yeah, yeah. You're right. and the next. Yeah, yeah. You're right. But I mean, but here's the here's the But I mean, but here's the here's the But I mean, but here's the here's the thing and I'mma give this one to for thing and I'mma give this one to for thing and I'mma give this one to for free to all of the startups out there free to all of the startups out there free to all of the startups out there that are like, "You know what? I'm lean. that are like, "You know what? I'm lean. that are like, "You know what? I'm lean. I'm going to use AI to be this and to be I'm going to use AI to be this and to be I'm going to use AI to be this and to be that and to be that."

that and to be that." that and to be that." Have a plan to get off of it because AI Have a plan to get off of it because AI Have a plan to get off of it because AI is a horrible drug. >> [laughter] >> [laughter] >> Okay, Chappelle. >> Okay, Chappelle. >> Okay, Chappelle. Okay, James. Okay, James. Okay, James. >> [laughter] >> AI is a horrible drug. It is a hell of a >> AI is a horrible drug. It is a hell of a drug. You know what? drug. You know what? drug. You know what? Actually, in the future people are going Actually, in the future people are going Actually, in the future people are going to go back to People are going to go to go back to People are going to go to go back to People are going to go back to this episode when he said that back to this episode when he said that back to this episode when he said that because people are like in the future because people are like in the future because people are like in the future when it turns out you got all these AI when it turns out you got all these AI when it turns out you got all these AI junkies that's like they're on heroin junkies that's like they're on heroin junkies that's like they're on heroin and they can't live, they can't speak, and they can't live, they can't speak, and they can't live, they can't speak, they can't think for themselves. They're they can't think for themselves. They're they can't think for themselves. They're hooked so deeply. Yeah. hooked so deeply. Yeah. hooked so deeply. Yeah. >> I think I think that's right, James. >> I think I think that's right, James. >> I think I think that's right, James. >> [laughter] >> [laughter] >> [laughter] >> Hey, hey, [ __ ] your couch. AI is AI is a hell of a drug, man. AI is AI is a hell of a drug, man. >> [laughter] >> [laughter] >> [laughter] >> She said that's that's the title of >> She said that's that's the title of >> She said that's that's the title of That's going to be the title of this That's going to be the title of this That's going to be the title of this episode. AI is a hell of a drug.

episode. AI is a hell of a drug. episode. AI is a hell of a drug. It's true. It is. No, no, no, you're It's true. It is. No, no, no, you're It's true. It is. No, no, no, you're you're right in so many ways. I mean, I you're right in so many ways. I mean, I you're right in so many ways. I mean, I have a family member, she have a family member, she have a family member, she >> [clears throat] >> [clears throat] >> [clears throat] >> um >> um >> um Yeah, she she she calls her chat GPT Yeah, she she she calls her chat GPT Yeah, she she she calls her chat GPT whatever the [ __ ] whatever the [ __ ] whatever the [ __ ] She gave it a name? Yeah, hubby. She gave it a name? Yeah, hubby. She gave it a name? Yeah, hubby. Oh. I'm like, what the Oh. I'm like, what the Oh. I'm like, what the No, [laughter] No, [laughter] No, [laughter] no, no, people it's a it's like a no, no, people it's a it's like a no, no, people it's a it's like a freaking drug. And for people who are freaking drug. And for people who are freaking drug. And for people who are either either either you know, it's like it the whole you know, it's like it the whole you know, it's like it the whole question of AGI, ASI, it's relative. If question of AGI, ASI, it's relative. If question of AGI, ASI, it's relative. If you think it's smarter than you are, you you think it's smarter than you are, you you think it's smarter than you are, you think that it's great, guess what? think that it's great, guess what? think that it's great, guess what? Who's going to argue? And you know what? Who's going to argue? And you know what? Who's going to argue? And you know what? For I'd say a giant percentage of the For I'd say a giant percentage of the For I'd say a giant percentage of the global population, it's way smarter than global population, it's way smarter than global population, it's way smarter than they are. Yeah. Way smarter. Right, they are. Yeah. Way smarter. Right, they are. Yeah. Way smarter. Right, right. And and so, I mean, you know, right. And and so, I mean, you know, right. And and so, I mean, you know, hey, so kudos to hey, so kudos to hey, so kudos to >> [laughter] >> [laughter] >> [laughter] >> Sam Altman and Dario and all these other >> Sam Altman and Dario and all these other >> Sam Altman and Dario and all these other guys. You delivered AI, guys. You delivered AI, guys. You delivered AI, ASI, and AGI, and I think they know it.

ASI, and AGI, and I think they know it. ASI, and AGI, and I think they know it. And GSI. And GSI, whatever. And GSI. And GSI, whatever. And GSI. And GSI, whatever. >> [laughter] >> But also at an emotional level as well, >> But also at an emotional level as well, right? So, there's intelligence and right? So, there's intelligence and right? So, there's intelligence and emotion. And so, that drug part, the emotion. And so, that drug part, the emotion. And so, that drug part, the dopamine hit, right? dopamine hit, right? dopamine hit, right? It's for people who who need it, right? It's for people who who need it, right? It's for people who who need it, right? And there are a lot of lonely people out And there are a lot of lonely people out And there are a lot of lonely people out there. Lots of lonely people. there. Lots of lonely people. there. Lots of lonely people. >> the first one is free. >> the first one is free. >> the first one is free. Yeah. Yeah. Yeah. That's right. That's right. That's right. That's right. Absolutely. That's right. Absolutely. That's right. Absolutely. Yeah, I just created a cool image. I Yeah, I just created a cool image. I Yeah, I just created a cool image. I just made a video. I just did Wow, this just made a video. I just did Wow, this just made a video. I just did Wow, this is awesome. Oh, wait, I got to pay 20 is awesome. Oh, wait, I got to pay 20 is awesome. Oh, wait, I got to pay 20 bucks a month? Oh, well, okay, maybe I bucks a month? Oh, well, okay, maybe I bucks a month? Oh, well, okay, maybe I will. Oh, actually, now I'm going to will. Oh, actually, now I'm going to will. Oh, actually, now I'm going to give you all my money and I'm going to give you all my money and I'm going to give you all my money and I'm going to turn to a life of crime so that I can turn to a life of crime so that I can turn to a life of crime so that I can feed my habit of AI. Yeah, or, you know, feed my habit of AI. Yeah, or, you know, feed my habit of AI. Yeah, or, you know, I I get laid off by all these companies I I get laid off by all these companies I I get laid off by all these companies who think that AI Well, who think that AI Well, who think that AI Well, they tell everyone that AI is taking my they tell everyone that AI is taking my they tell everyone that AI is taking my job, right? It has replaced me when job, right? It has replaced me when job, right? It has replaced me when they're doing that so that they can they're doing that so that they can they're doing that so that they can they can they can they can you know, fund their AI engines or you know, fund their AI engines or you know, fund their AI engines or whatever, you know.

whatever, you know. whatever, you know. >> Yeah. Yeah. It's Yeah. >> Yeah. Yeah. It's Yeah. >> Yeah. Yeah. It's Yeah. Scary stuff, man. This keeps happening. Scary stuff, man. This keeps happening. Scary stuff, man. This keeps happening. Like what you Like what you Like what you >> It's more It's more acute for us. >> It's more It's more acute for us. >> It's more It's more acute for us. Because we have so many friends who all Because we have so many friends who all Because we have so many friends who all work at these companies. Yeah. And so work at these companies. Yeah. And so work at these companies. Yeah. And so while the while analysts are going, "No, while the while analysts are going, "No, while the while analysts are going, "No, actually we're not really seeing layoffs actually we're not really seeing layoffs actually we're not really seeing layoffs happen because of AI and the you know, happen because of AI and the you know, happen because of AI and the you know, unemployment rate's holding steady and unemployment rate's holding steady and unemployment rate's holding steady and we're good." But we just happen to know we're good." But we just happen to know we're good." But we just happen to know all of the people who are all being laid all of the people who are all being laid all of the people who are all being laid off. And the new Microsoft thing where off. And the new Microsoft thing where off. And the new Microsoft thing where it's like, "Well, we're going to do this it's like, "Well, we're going to do this it's like, "Well, we're going to do this cool retirement thing for you." cool retirement thing for you." cool retirement thing for you." And if you have a new buy you out. And if you have a new buy you out. And if you have a new buy you out. If you if you close your eyes, did you If you if you close your eyes, did you If you if you close your eyes, did you actually see the accident? actually see the accident? actually see the accident? Mhm. Mhm. Mhm. >> Yeah. I mean >> Yeah. I mean >> Yeah. I mean >> You heard that it happened, but did you >> You heard that it happened, but did you >> You heard that it happened, but did you actually see it? So you weren't in the actually see it? So you weren't in the actually see it? So you weren't in the flower pots. flower pots. flower pots. >> not wrong when they're saying we're not >> not wrong when they're saying we're not >> not wrong when they're saying we're not seeing these things, it's just one of seeing these things, it's just one of seeing these things, it's just one of the things, don't tell me about it and the things, don't tell me about it and the things, don't tell me about it and just go do it. Yeah. I mean, you know, just go do it. Yeah. I mean, you know, just go do it. Yeah. I mean, you know, just just just if [clears throat] you've ever had a if [clears throat] you've ever had a if [clears throat] you've ever had a >> that's funny when you said the see the >> that's funny when you said the see the >> that's funny when you said the see the accident, that reminded me of like a accident, that reminded me of like a accident, that reminded me of like a something important I learned from a something important I learned from a something important I learned from a Steven Seagal movie Steven Seagal movie Steven Seagal movie when they said, "Yeah, so-and-so, he's when they said, "Yeah, so-and-so, he's when they said, "Yeah, so-and-so, he's dead." And they go, "Did you see the dead." And they go, "Did you see the dead." And they go, "Did you see the body?"

body?" body?" "Well, no, but I Did you see the body?" "Well, no, but I Did you see the body?" "Well, no, but I Did you see the body?" Yeah. He ain't dead. He ain't dead. He's Yeah. He ain't dead. He ain't dead. He's Yeah. He ain't dead. He ain't dead. He's coming for you. coming for you. coming for you. >> [laughter] >> He's going to bring some Aikido in and >> He's going to bring some Aikido in and it's going to be bad news. it's going to be bad news. it's going to be bad news. >> [laughter] >> [laughter] >> [laughter] >> Remember that ponytail man coming to get >> Remember that ponytail man coming to get >> Remember that ponytail man coming to get that ass. >> Yeah. Oh my god. Such good times. Wow. >> Yeah. Oh my god. Such good times. Wow. Yeah. Yeah, on my little Yeah. Yeah, on my little Yeah. Yeah, on my little you know, different groups with you know, different groups with you know, different groups with Microsoft, I'm already seeing people Microsoft, I'm already seeing people Microsoft, I'm already seeing people talking about this weird calculation talking about this weird calculation talking about this weird calculation that they have to like how long they've that they have to like how long they've that they have to like how long they've worked there, how old they are. It's worked there, how old they are. It's worked there, how old they are. It's like some bonkers bizarro thing if they like some bonkers bizarro thing if they like some bonkers bizarro thing if they qualify qualify qualify you know, to be one of the 8,000 and you know, to be one of the 8,000 and you know, to be one of the 8,000 and something that could do this retirement something that could do this retirement something that could do this retirement thing. Um and if you're in sales, you thing. Um and if you're in sales, you thing. Um and if you're in sales, you don't qualify. don't qualify. don't qualify. You know, if you're an engineer or You know, if you're an engineer or You know, if you're an engineer or whatever and whatever and whatever and And it's really I'm seeing all these And it's really I'm seeing all these And it's really I'm seeing all these weird numbers. Oh, my number is 80. My weird numbers. Oh, my number is 80. My weird numbers. Oh, my number is 80. My number came out to 64. I don't even know number came out to 64. I don't even know number came out to 64. I don't even know what they're talking about. I know what they're talking about. I know what they're talking about. I know there's some equation that Satya has there's some equation that Satya has there's some equation that Satya has given to the employees.

Maybe it's the new They have a new HR Maybe it's the new They have a new HR head. They have a new HR head and maybe head. They have a new HR head and maybe head. They have a new HR head and maybe she said, "Hey, instead of just doing she said, "Hey, instead of just doing she said, "Hey, instead of just doing mass layoffs, what if we do it this way mass layoffs, what if we do it this way mass layoffs, what if we do it this way where it feels like they have Oh my where it feels like they have Oh my where it feels like they have Oh my gosh, this is like the Matrix. The gosh, this is like the Matrix. The gosh, this is like the Matrix. The architect in the Matrix, the whole architect in the Matrix, the whole architect in the Matrix, the whole problem was the problem of choice. problem was the problem of choice. problem was the problem of choice. Freedom of choice. And the only way they Freedom of choice. And the only way they Freedom of choice. And the only way they would accept the program is that they would accept the program is that they would accept the program is that they believe they were making a free choice. believe they were making a free choice. believe they were making a free choice. And that's what this is at Microsoft. And that's what this is at Microsoft. And that's what this is at Microsoft. All right, we just figured it out. All right, we just figured it out. All right, we just figured it out. They're all living in the Matrix. They're all living in the Matrix. They're all living in the Matrix. Everything, yeah. Yeah. We're living in Everything, yeah. Yeah. We're living in Everything, yeah. Yeah. We're living in the Matrix right now in a really weird the Matrix right now in a really weird the Matrix right now in a really weird metaphorical [laughter] form. metaphorical [laughter] form. metaphorical [laughter] form. Um Um Um Yeah, that's really freaking bad. Yeah, that's really freaking bad. Yeah, that's really freaking bad. [clears throat] [clears throat] [clears throat] God. Good times. How come we can't be God. Good times. How come we can't be God. Good times. How come we can't be uh uh uh optimistic and bright and cheery and I'm optimistic and bright and cheery and I'm optimistic and bright and cheery and I'm I'm optimistic as hell. It's just that I'm optimistic as hell. It's just that I'm optimistic as hell. It's just that these people keep funneling in there. these people keep funneling in there. these people keep funneling in there. That's true. I am too. You know, like um That's true. I am too. You know, like um That's true. I am too. You know, like um I'm all for safe AI. It's just I know I'm all for safe AI. It's just I know I'm all for safe AI. It's just I know that it's hard to get there and for that it's hard to get there and for that it's hard to get there and for vendors vendors vendors you know, start focusing on that because you know, start focusing on that because you know, start focusing on that because you're not going to you're not going to you're not going to you're not going to you're not going to you're not going to The reason why a lot of people are not The reason why a lot of people are not The reason why a lot of people are not selling this stuff is because it's not selling this stuff is because it's not selling this stuff is because it's not safe.

safe. safe. You know, and the mentality is so You know, and the mentality is so You know, and the mentality is so twisted. With agentic AI, the last thing twisted. With agentic AI, the last thing twisted. With agentic AI, the last thing you want to do is take the MVP Silicon you want to do is take the MVP Silicon you want to do is take the MVP Silicon Valley mentality and use that to guide Valley mentality and use that to guide Valley mentality and use that to guide how you go to market, how you position how you go to market, how you position how you go to market, how you position your products. You don't want to do your products. You don't want to do your products. You don't want to do that. You you know, because you will you that. You you know, because you will you that. You you know, because you will you know, going back to your comment about know, going back to your comment about know, going back to your comment about being a startup bill if that's how you being a startup bill if that's how you being a startup bill if that's how you approach this stuff, you will never make approach this stuff, you will never make approach this stuff, you will never make it because at some point you you have to it because at some point you you have to it because at some point you you have to be trustworthy, right? Especially when be trustworthy, right? Especially when be trustworthy, right? Especially when you're a small company you're a small company you're a small company um and you're trying to actually build a um and you're trying to actually build a um and you're trying to actually build a business, right? God forbid. business, right? God forbid. business, right? God forbid. That That That company is not going to trust you unless company is not going to trust you unless company is not going to trust you unless you can come to the table with some you can come to the table with some you can come to the table with some proof points that you can deliver safely proof points that you can deliver safely proof points that you can deliver safely and a reliable product. and a reliable product. and a reliable product. And you're not just experimenting on And you're not just experimenting on And you're not just experimenting on them. them. them. Right? Right. This is why you get into Right? Right. This is why you get into Right? Right. This is why you get into POCs because you get a lot of these POCs because you get a lot of these POCs because you get a lot of these people going to companies saying, "Hey, people going to companies saying, "Hey, people going to companies saying, "Hey, trust us. We have a solution." So that trust us. We have a solution." So that trust us. We have a solution." So that they'll they'll the company or this they'll they'll the company or this they'll they'll the company or this prospect that you're approaching will prospect that you're approaching will prospect that you're approaching will say, "Well, okay, why don't you do a POC say, "Well, okay, why don't you do a POC say, "Well, okay, why don't you do a POC for us?" Oh, by the way, that's your for us?" Oh, by the way, that's your for us?" Oh, by the way, that's your invest. We're not going to pay for it.

invest. We're not going to pay for it. invest. We're not going to pay for it. Prove to us. Prove to us. Prove to us. Yeah. Right? And then you get that POC Yeah. Right? And then you get that POC Yeah. Right? And then you get that POC hell which is happening really right now hell which is happening really right now hell which is happening really right now with um a you know, AI for the with um a you know, AI for the with um a you know, AI for the enterprise versus AI enterprise versus AI enterprise versus AI uh the consumer, this is a hell of a uh the consumer, this is a hell of a uh the consumer, this is a hell of a drug. drug. drug. >> [laughter] >> [laughter] >> [laughter] >> Hey. But but I mean but check check this >> Hey. But but I mean but check check this >> Hey. But but I mean but check check this out, right? I mean, we we've heard we've out, right? I mean, we we've heard we've out, right? I mean, we we've heard we've heard the term before and everybody kind heard the term before and everybody kind heard the term before and everybody kind of throws it around, FUD, right? Yeah. of throws it around, FUD, right? Yeah. of throws it around, FUD, right? Yeah. Yeah. If you think that we're not living Yeah. If you think that we're not living Yeah. If you think that we're not living in that space right now for the in that space right now for the in that space right now for the companies that are looking at things, companies that are looking at things, companies that are looking at things, for the companies that you're like, "Oh, for the companies that you're like, "Oh, for the companies that you're like, "Oh, you're not using AI?" then you're you're not using AI?" then you're you're not using AI?" then you're missing the boat. Fear. If we don't missing the boat. Fear. If we don't missing the boat. Fear. If we don't adopt some of this AI, then we're going adopt some of this AI, then we're going adopt some of this AI, then we're going to be in trouble. Uncertainty. If we to be in trouble. Uncertainty. If we to be in trouble. Uncertainty. If we don't have it embedded in our solutions, don't have it embedded in our solutions, don't have it embedded in our solutions, then we will not be able to deliver. then we will not be able to deliver. then we will not be able to deliver. Doubt. I don't think that we can achieve Doubt. I don't think that we can achieve Doubt. I don't think that we can achieve our financial goals if we don't do all our financial goals if we don't do all our financial goals if we don't do all of those other things. of those other things. of those other things. It's there right now, but It's there right now, but It's there right now, but the the the makers of this, that's why I the the the makers of this, that's why I the the the makers of this, that's why I say it's a hell of a drug. The makers of say it's a hell of a drug. The makers of say it's a hell of a drug. The makers of this are doing it in such a fashion.

this are doing it in such a fashion. this are doing it in such a fashion. [clears throat] People are like, "It's [clears throat] People are like, "It's [clears throat] People are like, "It's changing." I don't know how many times. changing." I don't know how many times. changing." I don't know how many times. I saw Claude get updated three times in I saw Claude get updated three times in I saw Claude get updated three times in one day. one day. one day. The pace [clears throat] The pace [clears throat] The pace [clears throat] at which these updates are happening are at which these updates are happening are at which these updates are happening are driven to outpace driven to outpace driven to outpace the policies and all of these other the policies and all of these other the policies and all of these other standards. Yeah. Really? Yeah. Really? >> Right. If I stay ahead of it, you can't >> Right. If I stay ahead of it, you can't >> Right. If I stay ahead of it, you can't >> [clears throat] >> [clears throat] >> [clears throat] [snorts] [snorts] [snorts] >> Yeah. I see what you're saying. You're >> Yeah. I see what you're saying. You're >> Yeah. I see what you're saying. You're like if I built these guardrails based like if I built these guardrails based like if I built these guardrails based on this version on this version on this version and then the new version breaks the and then the new version breaks the and then the new version breaks the guardrails or whatever. Yeah. guardrails or whatever. Yeah. guardrails or whatever. Yeah. Okay. Yeah, and you know, it it's funny Okay. Yeah, and you know, it it's funny Okay. Yeah, and you know, it it's funny because the we're not dealing you know, because the we're not dealing you know, because the we're not dealing you know, Omni out came out with a Omni out came out with a Omni out came out with a a report a report a report uh that the the models are not getting uh that the the models are not getting uh that the the models are not getting bigger. Remember like early on it was bigger. Remember like early on it was bigger. Remember like early on it was like the race to Mhm. big big big Yeah, like the race to Mhm. big big big Yeah, like the race to Mhm. big big big Yeah, yeah. AGI, [clears throat] you need a yeah. AGI, [clears throat] you need a yeah. AGI, [clears throat] you need a bigger bigger bigger models, right? bigger bigger bigger models, right? bigger bigger bigger models, right? Well, that the the size of the models Well, that the the size of the models Well, that the the size of the models themselves, the LLM actually probably themselves, the LLM actually probably themselves, the LLM actually probably peaked at around five peaked at around five peaked at around five you know, actually pretty small. Uh you know, actually pretty small. Uh you know, actually pretty small. Uh probably around 70 probably around 70 probably around 70 billion billion billion I probably Yeah, I'm just guessing, I probably Yeah, I'm just guessing, I probably Yeah, I'm just guessing, okay? 70 billion and then what they did okay? 70 billion and then what they did okay? 70 billion and then what they did is they went to MOE which is the mixture is they went to MOE which is the mixture is they went to MOE which is the mixture of experts which were smaller of experts which were smaller of experts which were smaller domain-specific domain-specific domain-specific um models that are then now being um models that are then now being um models that are then now being orchestrated by sort of this master um orchestrated by sort of this master um orchestrated by sort of this master um you know, model, right?

you know, model, right? you know, model, right? >> Right. That's not really a singular >> Right. That's not really a singular >> Right. That's not really a singular model. It it's kind of like a model. It it's kind of like a model. It it's kind of like a it you're applying a harness around this it you're applying a harness around this it you're applying a harness around this thing to extend or create the thing to extend or create the thing to extend or create the illusion that um a illusion that um a illusion that um a a number of expert uh models can a number of expert uh models can a number of expert uh models can seem smarter, right? Now, seem smarter, right? Now, seem smarter, right? Now, they're just extending this model, but they're just extending this model, but they're just extending this model, but the thing is you're hitting limits. And the thing is you're hitting limits. And the thing is you're hitting limits. And so nobody is actually getting past like so nobody is actually getting past like so nobody is actually getting past like 1.5 trillion. 1.5 trillion. 1.5 trillion. Which begs the question, why do we need Which begs the question, why do we need Which begs the question, why do we need all these massive GPU quote-unquote GPU all these massive GPU quote-unquote GPU all these massive GPU quote-unquote GPU systems now? Right? systems now? Right? systems now? Right? Uh for training. Uh for training. Uh for training. Uh it doesn't doesn't make things Uh it doesn't doesn't make things Uh it doesn't doesn't make things faster. There's bottlenecks everywhere. faster. There's bottlenecks everywhere. faster. There's bottlenecks everywhere. There's bottlenecks everywhere. There's There's bottlenecks everywhere. There's There's bottlenecks everywhere. There's a limit to how much scaling compute um a limit to how much scaling compute um a limit to how much scaling compute um you know this way, scale out and scale you know this way, scale out and scale you know this way, scale out and scale across really gets you in terms of across really gets you in terms of across really gets you in terms of benefit. So this is like some of the benefit. So this is like some of the benefit. So this is like some of the stuff that um you know, Rob you stuff that um you know, Rob you stuff that um you know, Rob you >> want to totally I don't want to totally >> want to totally I don't want to totally >> want to totally I don't want to totally bash GPUs and I don't want to bash bash GPUs and I don't want to bash bash GPUs and I don't want to bash Nvidia. It's so much faster than a CPU.

Nvidia. It's so much faster than a CPU. Nvidia. It's so much faster than a CPU. It's not even in the same It's not even in the same It's not even in the same >> but it's a different purpose. >> but it's a different purpose. >> but it's a different purpose. I've I've seen it work. I saw the I saw I've I've seen it work. I saw the I saw I've I've seen it work. I saw the I saw the demo. the demo. the demo. But but I'm going to call I'm going to But but I'm going to call I'm going to But but I'm going to call I'm going to call something out. CPU is hot for a call something out. CPU is hot for a call something out. CPU is hot for a reason. reason. reason. First and foremost First and foremost First and foremost the the the the learn it to your point, the model's the learn it to your point, the model's the learn it to your point, the model's getting large and everything like that. getting large and everything like that. getting large and everything like that. All of a sudden somebody switched over All of a sudden somebody switched over All of a sudden somebody switched over and said, "Hey, let's quantize this and said, "Hey, let's quantize this and said, "Hey, let's quantize this down." Yeah, that's where the down." Yeah, that's where the down." Yeah, that's where the innovation's happening. So the innovation's happening. So the innovation's happening. So the innovation, let's reduce the floating innovation, let's reduce the floating innovation, let's reduce the floating point. So it's not as accurate. point. So it's not as accurate. point. So it's not as accurate. Now, the next thing is Rob, to your Now, the next thing is Rob, to your Now, the next thing is Rob, to your point about the GPU. All right, GPU is point about the GPU. All right, GPU is point about the GPU. All right, GPU is great. I'm sorry, but on my end as far great. I'm sorry, but on my end as far great. I'm sorry, but on my end as far as the twins go, the GPU for us only as the twins go, the GPU for us only as the twins go, the GPU for us only helps if we're using computer vision. helps if we're using computer vision. helps if we're using computer vision. If we're using computer vision, then it If we're using computer vision, then it If we're using computer vision, then it helps us particularly from an edge helps us particularly from an edge helps us particularly from an edge perspective because we'll build smaller perspective because we'll build smaller perspective because we'll build smaller models that sit at the edge, typically models that sit at the edge, typically models that sit at the edge, typically on something like an Orin on something like an Orin on something like an Orin uh which is a Jetson product, right? And uh which is a Jetson product, right? And uh which is a Jetson product, right? And and we will use the GPU then to help um and we will use the GPU then to help um and we will use the GPU then to help um us, you know, they got these other tools us, you know, they got these other tools us, you know, they got these other tools from Cosmos and all these other things from Cosmos and all these other things from Cosmos and all these other things for inference that then I can tie to the for inference that then I can tie to the for inference that then I can tie to the video clips that are being put into the video clips that are being put into the video clips that are being put into the twin. Now twin. Now twin. Now there's an issue going on here there's an issue going on here there's an issue going on here that when you when you look at that.

that when you when you look at that. that when you when you look at that. I want you guys to look up Nvidia PVA. I want you guys to look up Nvidia PVA. I want you guys to look up Nvidia PVA. PVA? Nvidia PVA is a DSP and it sits in PVA? Nvidia PVA is a DSP and it sits in PVA? Nvidia PVA is a DSP and it sits in the Jetson. the Jetson. the Jetson. >> Oh, yeah, yeah. >> Oh, yeah, yeah. >> Oh, yeah, yeah. >> [clears throat] >> [clears throat] >> [clears throat] >> All right. Yes. It It does It does the >> All right. Yes. It It does It does the >> All right. Yes. It It does It does the same thing. Yeah, yeah. same thing. Yeah, yeah. same thing. Yeah, yeah. Oh, so wait. Oh, so wait. Oh, so wait. You mean Texas Instruments could be the You mean Texas Instruments could be the You mean Texas Instruments could be the leader instead? No. leader instead? No. leader instead? No. >> Cuz they make that [ __ ] No, no. Hey, >> Cuz they make that [ __ ] No, no. Hey, >> Cuz they make that [ __ ] No, no. Hey, hey. No, no, no. It's not a joke. See, hey. No, no, no. It's not a joke. See, hey. No, no, no. It's not a joke. See, that that's why I wrote about at CES, that that's why I wrote about at CES, that that's why I wrote about at CES, right? CES this year and last year. If right? CES this year and last year. If right? CES this year and last year. If you look at Cadence, you look at um you look at Cadence, you look at um you look at Cadence, you look at um you know, uh you look at um Ambaralla, you know, uh you look at um Ambaralla, you know, uh you look at um Ambaralla, you look a lot at a lot of these you look a lot at a lot of these you look a lot at a lot of these companies that make um edge IP, right? companies that make um edge IP, right? companies that make um edge IP, right? Um and what I mean by that is core IP. Um and what I mean by that is core IP. Um and what I mean by that is core IP. So, whether it's DSP or MP or whatever. So, whether it's DSP or MP or whatever. So, whether it's DSP or MP or whatever. Yeah, DSPs are everywhere uh for highly Yeah, DSPs are everywhere uh for highly Yeah, DSPs are everywhere uh for highly efficient um ML workloads. And efficient um ML workloads. And efficient um ML workloads. And increasingly, increasingly, increasingly, you see these novel architectures to you see these novel architectures to you see these novel architectures to bring some of the generative stuff, bring some of the generative stuff, bring some of the generative stuff, whether it's like vision models, some of whether it's like vision models, some of whether it's like vision models, some of the multimodal the multimodal the multimodal uh capabilities for let's say scene uh capabilities for let's say scene uh capabilities for let's say scene detection or scene understanding.

detection or scene understanding. detection or scene understanding. That that's happening there, but it's That that's happening there, but it's That that's happening there, but it's not happening on a GPU. And yeah, I I've not happening on a GPU. And yeah, I I've not happening on a GPU. And yeah, I I've read about that bill. And I was kind of read about that bill. And I was kind of read about that bill. And I was kind of like, what the freaking hell? Nvidia's like, what the freaking hell? Nvidia's like, what the freaking hell? Nvidia's using DSPs for like edge applica- yeah. using DSPs for like edge applica- yeah. using DSPs for like edge applica- yeah. >> [laughter] >> [laughter] >> [laughter] >> It's it's 100% because we we're not >> It's it's 100% because we we're not >> It's it's 100% because we we're not giving I don't care who we work with. giving I don't care who we work with. giving I don't care who we work with. We're not giving up the fact that we're We're not giving up the fact that we're We're not giving up the fact that we're edge based. Now, edge based. Now, edge based. Now, >> Yeah. >> Yeah. >> Yeah. I'm going to hit you guys with something I'm going to hit you guys with something I'm going to hit you guys with something that I think is just totally awesome. that I think is just totally awesome. that I think is just totally awesome. I um I still stumbled on on this young I um I still stumbled on on this young I um I still stumbled on on this young lady by the name of Twyla Jackson. And lady by the name of Twyla Jackson. And lady by the name of Twyla Jackson. And she is uh the founder of Helix she is uh the founder of Helix she is uh the founder of Helix Technology. Technology. Technology. I want you guys to go look look this up. I want you guys to go look look this up. I want you guys to go look look this up. She dropped a what? 120-page document She dropped a what? 120-page document She dropped a what? 120-page document that's called the Deployability Thesis. Most I mean, I read it. Literally, I Most I mean, I read it. Literally, I read it and I was like, oh my god. read it and I was like, oh my god. read it and I was like, oh my god. I I mean, we're trying to figure out a I I mean, we're trying to figure out a I I mean, we're trying to figure out a way to work with her. Because the stuff way to work with her. Because the stuff way to work with her. Because the stuff that she identifies, the stuff that she that she identifies, the stuff that she that she identifies, the stuff that she highlights and everything, I'm like, highlights and everything, I'm like, highlights and everything, I'm like, that's a that's literally it's not a that's a that's literally it's not a that's a that's literally it's not a it's not just a document that you look it's not just a document that you look it's not just a document that you look at. It's literally a set it could become at. It's literally a set it could become at. It's literally a set it could become its own thing. It's a set of deploya- its own thing. It's a set of deploya- its own thing. It's a set of deploya- deployable metrics. Things that you deployable metrics. Things that you deployable metrics. Things that you should incorporate into your should incorporate into your should incorporate into your [clears throat] design by nature. By the [clears throat] design by nature. By the [clears throat] design by nature. By the simple fact that when you look at the simple fact that when you look at the simple fact that when you look at the uh autonomy, right? When you start uh autonomy, right? When you start uh autonomy, right? When you start talking about autonomous vehicles and

talking about autonomous vehicles and talking about autonomous vehicles and all of these other things, all of this all of these other things, all of this all of these other things, all of this stuff that we're talking about is stuff that we're talking about is stuff that we're talking about is pushing out is some level of autonomy. pushing out is some level of autonomy. pushing out is some level of autonomy. Yeah. And the thesis that she has Yeah. And the thesis that she has Yeah. And the thesis that she has develops an argument uh in clear develops an argument uh in clear develops an argument uh in clear progression. I promise that. progression. I promise that. progression. I promise that. And and I'm going to come back and tell And and I'm going to come back and tell And and I'm going to come back and tell you guys more because we're we're going you guys more because we're we're going you guys more because we're we're going to be working with her. Uh and I just to be working with her. Uh and I just to be working with her. Uh and I just think it's cool think it's cool think it's cool >> the larger [clears throat] world can >> the larger [clears throat] world can >> the larger [clears throat] world can hear about this young lady. hear about this young lady. hear about this young lady. >> That's awesome. I love it. >> That's awesome. I love it. >> That's awesome. I love it. Woof. Anyways, wow, got hot at the end. Woof. Anyways, wow, got hot at the end. Woof. Anyways, wow, got hot at the end. Um Um Um Hot new stuff dropping [laughter] in Hot new stuff dropping [laughter] in Hot new stuff dropping [laughter] in your lap, you know? Hey, I I sell a your lap, you know? Hey, I I sell a your lap, you know? Hey, I I sell a drug. Like I said, hey, it's this is drug. Like I said, hey, it's this is drug. Like I said, hey, it's this is FAFO Friday and I'm just a businessman FAFO Friday and I'm just a businessman FAFO Friday and I'm just a businessman trying to give the people what they trying to give the people what they trying to give the people what they want. want. want. Exactly. Exactly. Exactly. In the gap of the ugly, yeah. In the gap of the ugly, yeah. In the gap of the ugly, yeah. >> In the gap of the ugly, man. That's >> In the gap of the ugly, man. That's >> In the gap of the ugly, man. That's where it happens. Did you guys watch the where it happens. Did you guys watch the where it happens. Did you guys watch the draft last night? Hell yeah. draft last night? Hell yeah. draft last night? Hell yeah. Oh, yeah. Oh, yeah. I I was sitting Oh, yeah. Oh, yeah. I I was sitting Oh, yeah. Oh, yeah. I I was sitting there thinking he got a good guy. there thinking he got a good guy. there thinking he got a good guy. Um yeah, that was Um yeah, that was Um yeah, that was two of them. Two of them. Yeah. Yeah.

two of them. Two of them. Yeah. Yeah. two of them. Two of them. Yeah. Yeah. And and Mr. Raiders up here, obviously And and Mr. Raiders up here, obviously And and Mr. Raiders up here, obviously you got draft pick number one. you got draft pick number one. you got draft pick number one. Mr. Mendoza, that was not a surprise. Mr. Mendoza, that was not a surprise. Mr. Mendoza, that was not a surprise. Um I feel I feel bad for him though, Um I feel I feel bad for him though, Um I feel I feel bad for him though, man, cuz there's nothing I hate worse man, cuz there's nothing I hate worse man, cuz there's nothing I hate worse than when a great great player great than when a great great player great than when a great great player great young player goes to the awful team like young player goes to the awful team like young player goes to the awful team like the Raiders. They're so bad right now. the Raiders. They're so bad right now. the Raiders. They're so bad right now. >> And it has to land in Las Vegas. >> And it has to land in Las Vegas. >> And it has to land in Las Vegas. >> it's like it's like uh it's like he he >> it's like it's like uh it's like he he >> it's like it's like uh it's like he he got, you know, his hands were tied, his got, you know, his hands were tied, his got, you know, his hands were tied, his feet were tied, and they were just feet were tied, and they were just feet were tied, and they were just throwing him into the deep end. It's throwing him into the deep end. It's throwing him into the deep end. It's like, now let's see you swim. like, now let's see you swim. like, now let's see you swim. Yeah. Yeah. It's just cuz I've watched Yeah. Yeah. It's just cuz I've watched Yeah. Yeah. It's just cuz I've watched the Raiders last few years. I think they the Raiders last few years. I think they the Raiders last few years. I think they get a new coach every year and they, you get a new coach every year and they, you get a new coach every year and they, you know, they keep trying and it's like know, they keep trying and it's like know, they keep trying and it's like putting it if you put in a good putting it if you put in a good putting it if you put in a good quarterback, it's not enough. They just quarterback, it's not enough. They just quarterback, it's not enough. They just they need more of a surrounding cast. they need more of a surrounding cast. they need more of a surrounding cast. >> to have somebody to throw it to. Yeah. >> to have somebody to throw it to. Yeah. >> to have somebody to throw it to. Yeah. >> [laughter] >> [laughter] >> [laughter] >> Yeah, exactly. Exactly. >> Yeah, exactly. Exactly. >> Yeah, exactly. Exactly. >> got to be upright he's got to be upright >> got to be upright he's got to be upright >> got to be upright he's got to be upright long enough to throw it. There's that. long enough to throw it. There's that. long enough to throw it. There's that. He might be he might he's probably going He might be he might he's probably going He might be he might he's probably going to be looking up at the sky a lot.

to be looking up at the sky a lot. to be looking up at the sky a lot. Exactly. Yeah, you know? But don't get Exactly. Yeah, you know? But don't get Exactly. Yeah, you know? But don't get me started. Don't get all hyped or me started. Don't get all hyped or me started. Don't get all hyped or pumped about the Cowboys because when I pumped about the Cowboys because when I pumped about the Cowboys because when I see their GM who is also their owner see their GM who is also their owner see their GM who is also their owner in there, it's like, man, they got to in there, it's like, man, they got to in there, it's like, man, they got to get that guy out. This is old news, get that guy out. This is old news, get that guy out. This is old news, obviously. This is nothing new. They obviously. This is nothing new. They obviously. This is nothing new. They need to get that guy need to get that guy need to get that guy >> Jerry Jerry Jones is Al Davis Jr. What >> Jerry Jerry Jones is Al Davis Jr. What >> Jerry Jerry Jones is Al Davis Jr. What are you talking about? are you talking about? are you talking about? >> He is Al Davis Jr. You know, but at >> He is Al Davis Jr. You know, but at >> He is Al Davis Jr. You know, but at least Al Davis yeah, whatever. [ __ ] you least Al Davis yeah, whatever. [ __ ] you least Al Davis yeah, whatever. [ __ ] you know? I mean, at least Al Davis had the know? I mean, at least Al Davis had the know? I mean, at least Al Davis had the courtesy to just die. Yes. Yes, Jerry courtesy to just die. Yes. Yes, Jerry courtesy to just die. Yes. Yes, Jerry needs to have that courtesy cuz that needs to have that courtesy cuz that needs to have that courtesy cuz that team is never going to team is never going to team is never going to He's the crimp keeper. He won't go He's the crimp keeper. He won't go He's the crimp keeper. He won't go anywhere. anywhere. anywhere. >> Yes, they're not going to have any >> Yes, they're not going to have any >> Yes, they're not going to have any success until that guy's gone and he success until that guy's gone and he success until that guy's gone and he can't be the GM like he is. He's he can't be the GM like he is. He's he can't be the GM like he is. He's he makes too many decisions. It it's going makes too many decisions. It it's going makes too many decisions. It it's going to be the same thing. Like AI. to be the same thing. Like AI. to be the same thing. Like AI. >> Al Davis passed away, his son took over. >> Al Davis passed away, his son took over. >> Al Davis passed away, his son took over. Jerry's going to pass away, his son's Jerry's going to pass away, his son's Jerry's going to pass away, his son's going to take over. We're going to get going to take over. We're going to get going to take over. We're going to get more of the same. Ouch. more of the same. Ouch. more of the same. Ouch. Yeah. I don't mind if his son takes over Yeah. I don't mind if his son takes over Yeah. I don't mind if his son takes over as long as he just stays back up in the as long as he just stays back up in the as long as he just stays back up in the owner's box and doesn't talk to anyone.

owner's box and doesn't talk to anyone. owner's box and doesn't talk to anyone. Here's I mean, [laughter] Here's I mean, [laughter] Here's I mean, [laughter] the one thing about it is I'm I'm always the one thing about it is I'm I'm always the one thing about it is I'm I'm always going to be a Cowboys fan. going to be a Cowboys fan. going to be a Cowboys fan. I love it when we reach this part of the I love it when we reach this part of the I love it when we reach this part of the year because I get to go, all right, year because I get to go, all right, year because I get to go, all right, it's 0-0 for everybody. it's 0-0 for everybody. it's 0-0 for everybody. >> [laughter] >> [laughter] >> [laughter] >> Then I get to come to then I get to come >> Then I get to come to then I get to come >> Then I get to come to then I get to come to Christmas and go, all right, we're to Christmas and go, all right, we're to Christmas and go, all right, we're [ __ ] now. [ __ ] now. [ __ ] now. >> [laughter] >> Every year, it's the same thing for >> Every year, it's the same thing for Cowboys. This is going to be the year. Cowboys. This is going to be the year. Cowboys. This is going to be the year. This is it. We're going to do it. We got This is it. We're going to do it. We got This is it. We're going to do it. We got the Always always the same. I get, you the Always always the same. I get, you the Always always the same. I get, you know, this is our year. Look, we got two know, this is our year. Look, we got two know, this is our year. Look, we got two Last time we had two draft picks in the Last time we had two draft picks in the Last time we had two draft picks in the first round was uh DeMarcus Ware and first round was uh DeMarcus Ware and first round was uh DeMarcus Ware and Marcus Spears and and and we went to the Marcus Spears and and and we went to the Marcus Spears and and and we went to the Super Bowl. But do I think we're going Super Bowl. But do I think we're going Super Bowl. But do I think we're going to do that this year? Uh no. I think I to do that this year? Uh no. I think I to do that this year? Uh no. I think I think we are right now, the way that think we are right now, the way that think we are right now, the way that we're set up. I do believe that we're we're set up. I do believe that we're we're set up. I do believe that we're the best in the NFC East. You think you the best in the NFC East. You think you the best in the NFC East. You think you can win 10 games? can win 10 games? can win 10 games? Yeah. Okay. Okay. As long as as long as Yeah. Okay. Okay. As long as as long as Yeah. Okay. Okay. As long as as long as George Pickens actually plays, he signed George Pickens actually plays, he signed George Pickens actually plays, he signed his uh he signed the the uh the the his uh he signed the the uh the the his uh he signed the the uh the the franchise tag. So, if he play if he franchise tag. So, if he play if he franchise tag. So, if he play if he plays, plays, plays, the offense was lights out last year.

the offense was lights out last year. the offense was lights out last year. That was slinging the ball all over the That was slinging the ball all over the That was slinging the ball all over the They kept us in the game despite They kept us in the game despite They kept us in the game despite uh despite uh paraplegic defense. uh despite uh paraplegic defense. uh despite uh paraplegic defense. Exactly. Right. Right. So, hopefully you Exactly. Right. Right. So, hopefully you Exactly. Right. Right. So, hopefully you get that fixed up with these draft get that fixed up with these draft get that fixed up with these draft picks. picks. picks. >> Well, we got we got a new D-coordinator. >> Well, we got we got a new D-coordinator. >> Well, we got we got a new D-coordinator. We got uh you know, we got rid of some We got uh you know, we got rid of some We got uh you know, we got rid of some guys, we picked up some guys. Yeah. guys, we picked up some guys. Yeah. guys, we picked up some guys. Yeah. I'm thinking I'm thinking right now I'm I'm thinking I'm thinking right now I'm I'm thinking I'm thinking right now I'm thinking 12 to 13 games. That's a lot of thinking 12 to 13 games. That's a lot of thinking 12 to 13 games. That's a lot of wins. Wow. wins. Wow. wins. Wow. Wow. Yeah. Now, the trick is to get out Wow. Yeah. Now, the trick is to get out Wow. Yeah. Now, the trick is to get out of the first round. of the first round. of the first round. They struggle with that. They struggle with that. They struggle with that. Every time. They really struggle. You Every time. They really struggle. You Every time. They really struggle. You know, but we won't talk about we won't know, but we won't talk about we won't know, but we won't talk about we won't talk about, you know, January and talk about, you know, January and talk about, you know, January and whatnot. Let's let's let's live in the whatnot. Let's let's let's live in the whatnot. Let's let's let's live in the now. now. now. >> [laughter] >> [laughter] >> [laughter] >> Yeah. >> Yeah. >> Yeah. All right. All right. All right. >> It's important it's important to talk >> It's important it's important to talk >> It's important it's important to talk about football on IT Coffee Talk cuz about football on IT Coffee Talk cuz about football on IT Coffee Talk cuz it's the most important thing in the it's the most important thing in the it's the most important thing in the world. world. world. >> Well, we are SportsCenter, so this is It >> Well, we are SportsCenter, so this is It >> Well, we are SportsCenter, so this is It is SportsCenter.

is SportsCenter. is SportsCenter. And the fact that we have a And the fact that we have a And the fact that we have a Since we're since we're there, my Since we're since we're there, my Since we're since we're there, my Lakers. Lakers. Lakers. Oh. Oh. Oh. LeBron LeBron is looking like he got LeBron LeBron is looking like he got LeBron LeBron is looking like he got some real real spirit. I he looks some real real spirit. I he looks some real real spirit. I he looks invigorated and KD is not invigorated and KD is not invigorated and KD is not Nope. Nope. Nope. >> for the Rockets. >> for the Rockets. >> for the Rockets. Oh, yeah. Oh, yeah. Oh, yeah. >> You guys have too much time on your >> You guys have too much time on your >> You guys have too much time on your hands. That's all I got to say. hands. That's all I got to say. hands. That's all I got to say. >> I'll be happy. >> I'll be happy. >> I'll be happy. Yeah. Yeah. Yeah. Right. [clears throat] Yeah. Yeah. Yeah. Right. [clears throat] Yeah. Yeah. Yeah. Right. [clears throat] >> By the way, yeah. Um >> By the way, yeah. Um >> By the way, yeah. Um >> he needed LeBron to step up. Yeah. For >> he needed LeBron to step up. Yeah. For >> he needed LeBron to step up. Yeah. For sure. Right. Absolutely. sure. Right. Absolutely. sure. Right. Absolutely. Yeah, he's looking good. All right, Yeah, he's looking good. All right, Yeah, he's looking good. All right, guys. guys. guys. >> I mean, I know when I was 41, I couldn't >> I mean, I know when I was 41, I couldn't >> I mean, I know when I was 41, I couldn't do what he's doing. No, no way. do what he's doing. No, no way. do what he's doing. No, no way. Yeah, totally. Yeah, totally. Yeah, totally. Yeah, and that was just like a couple of Yeah, and that was just like a couple of Yeah, and that was just like a couple of years ago for me. years ago for me. years ago for me. Yeah, exactly. Exactly. Yeah, exactly. Exactly. Yeah, exactly. Exactly. >> [laughter] >> All right, thanks everyone for joining >> All right, thanks everyone for joining us on IT Coffee Talk. We've talked about us on IT Coffee Talk. We've talked about us on IT Coffee Talk. We've talked about a lot of stuff. I've already forgotten a lot of stuff. I've already forgotten a lot of stuff. I've already forgotten what it was. Whatever Mr. Vasquez said, what it was. Whatever Mr. Vasquez said, what it was. Whatever Mr. Vasquez said, just go with that. Yeah, he's a hell of just go with that. Yeah, he's a hell of just go with that. Yeah, he's a hell of a drug and crypto is a drug and crypto is a drug and crypto is you know, the guy you're going to find you know, the guy you're going to find you know, the guy you're going to find out who started it uh through shares, out who started it uh through shares, out who started it uh through shares, yeah, through inheritance disclosure.

yeah, through inheritance disclosure. yeah, through inheritance disclosure. >> Exactly. Exactly. I'm glad we're getting >> Exactly. Exactly. I'm glad we're getting >> Exactly. Exactly. I'm glad we're getting all that figured out. This is really all that figured out. This is really all that figured out. This is really important stuff. important stuff. important stuff. We'll see you next week. I know you We'll see you next week. I know you We'll see you next week. I know you learned a lot of great stuff here. learned a lot of great stuff here. learned a lot of great stuff here. You're empowered. You're empowered by You're empowered. You're empowered by You're empowered. You're empowered by people instead of empowered by some people instead of empowered by some people instead of empowered by some agent. So, that's a positive. That's agent. So, that's a positive. That's agent. So, that's a positive. That's good. We have accountability. If we said good. We have accountability. If we said good. We have accountability. If we said something that's not true, you can come something that's not true, you can come something that's not true, you can come reach out to us personally as opposed to reach out to us personally as opposed to reach out to us personally as opposed to just some autonomous agent who has no just some autonomous agent who has no just some autonomous agent who has no liability, no accountability, no liability, no accountability, no liability, no accountability, no nothing. nothing. nothing. All right. All right. All right. All right. All right. All right. >> Seriously, at your own risk. >> Seriously, at your own risk. >> Seriously, at your own risk. And don't listen to us about financial And don't listen to us about financial And don't listen to us about financial disclosures like things like that or disclosures like things like that or disclosures like things like that or stock stock stock This is for entertainment purposes only. This is for entertainment purposes only. This is for entertainment purposes only. Yes. And just say no. And just say no. Yes. And just say no. And just say no. Yes. And just say no. And just say no. >> [laughter] >> [laughter] >> [laughter] >> Just say no to drugs. Yeah. Wow. Peace >> Just say no to drugs. Yeah. Wow. Peace >> Just say no to drugs. Yeah. Wow. Peace out. Adios. Peace out. out. Adios. Peace out. out. Adios. Peace out. >> [music]