IoT Coffee Talk: Episode 253 - Less is More (The Efficiency Lesson from GTC 2025)

yeah what what's that how's it yeah what what's that how's it going welcome to iot Coffee going welcome to iot Coffee going welcome to iot Coffee Talk woohoo my gosh you need to run the woohoo my gosh you need to run the disclaimer now Leon B the pre-show disclaimer now Leon B the pre-show disclaimer now Leon B the pre-show conversation hi everyone so this is uh conversation hi everyone so this is uh conversation hi everyone so this is uh the iot coffee talk crew uh remember um the iot coffee talk crew uh remember um the iot coffee talk crew uh remember um listen take us seriously at your own listen take us seriously at your own listen take us seriously at your own risk uh we're only having fun here risk uh we're only having fun here risk uh we're only having fun here and we provide this as a for to just and we provide this as a for to just and we provide this as a for to just talk a bunch of crap about a lot of talk a bunch of crap about a lot of talk a bunch of crap about a lot of stuff and um yeah don't take any stock stuff and um yeah don't take any stock stuff and um yeah don't take any stock advice from any of us advice from any of us advice from any of us okay especially okay especially okay especially Rob don't do Rob don't do Rob don't do it yeah so hey good to see you guys it yeah so hey good to see you guys it yeah so hey good to see you guys what's up what's up what's what's up what's up what's what's up what's up what's up well you you tell us you were at the up well you you tell us you were at the up well you you tell us you were at the center of the world at GTC so oh so and center of the world at GTC so oh so and center of the world at GTC so oh so and we should we should have um scheduled we should we should have um scheduled we should we should have um scheduled some time we should have had dinner dude some time we should have had dinner dude some time we should have had dinner dude I don't we should have man you know if I I don't we should have man you know if I I don't we should have man you know if I had known I was I held uh with our had known I was I held uh with our had known I was I held uh with our partner we had a a mixer at Alexander partner we had a a mixer at Alexander partner we had a a mixer at Alexander you could had A5 wag are you serious I'm you could had A5 wag are you serious I'm you could had A5 wag are you serious I'm dead serious oh my God A5 for the win oh dead serious oh my God A5 for the win oh dead serious oh my God A5 for the win oh you know what you know what you know what bill I have a I have a sustained track bill I have a I have a sustained track bill I have a I have a sustained track record of loving you man dude I hate you record of loving you man dude I hate you record of loving you man dude I hate you now I you know if all you had to do was now I you know if all you had to do was now I you know if all you had to do was reach out and be like I'm going be here reach out and be like I'm going be here reach out and be like I'm going be here bro let's go and I I mean I got there I

bro let's go and I I mean I got there I bro let's go and I I mean I got there I got there I mean saw a whole bunch of got there I mean saw a whole bunch of got there I mean saw a whole bunch of stuff which we can get into but um the stuff which we can get into but um the stuff which we can get into but um the big thing was I mean we had Nvidia we big thing was I mean we had Nvidia we big thing was I mean we had Nvidia we had Lenovo we had Dell we had all those had Lenovo we had Dell we had all those had Lenovo we had Dell we had all those exacts show up we had the really wow exacts show up we had the really wow exacts show up we had the really wow yeah we had a full full room we had a yeah we had a full full room we had a yeah we had a full full room we had a full room man I mean all the stuff all full room man I mean all the stuff all full room man I mean all the stuff all the all the food was ridiculous oh wow I the all the food was ridiculous oh wow I the all the food was ridiculous oh wow I can only imagine wow so what is that in can only imagine wow so what is that in can only imagine wow so what is that in copertino yeah oh oh that's a great copertino yeah oh oh that's a great copertino yeah oh oh that's a great restaurant I mean I mean it's it's one restaurant I mean I mean it's it's one restaurant I mean I mean it's it's one of the only Michelin Star Steakhouses of the only Michelin Star Steakhouses of the only Michelin Star Steakhouses that you'll find yeah yeah I went there that you'll find yeah yeah I went there that you'll find yeah yeah I went there once and my uh buddy from Apple he um once and my uh buddy from Apple he um once and my uh buddy from Apple he um when I dropped by he he took me there when I dropped by he he took me there when I dropped by he he took me there that was really cool and it was like that was really cool and it was like that was really cool and it was like freaking hilarious CU it was lunch time freaking hilarious CU it was lunch time freaking hilarious CU it was lunch time we were like drinking super expensive we were like drinking super expensive we were like drinking super expensive wine well I tell you what next time next wine well I tell you what next time next wine well I tell you what next time next time you want to go let me know and I'll time you want to go let me know and I'll time you want to go let me know and I'll make sure you get treated special oh make sure you get treated special oh make sure you get treated special oh okay this guy is like G money man I I okay this guy is like G money man I I okay this guy is like G money man I I I'll make sure as a matter of fact I'll I'll make sure as a matter of fact I'll I'll make sure as a matter of fact I'll have them bring you a bottle of one of have them bring you a bottle of one of have them bring you a bottle of one of the one of the bottles of wines that the one of the bottles of wines that the one of the bottles of wines that they hold for me oh really is is it like they hold for me oh really is is it like they hold for me oh really is is it like you know opened and half half drunk you know opened and half half drunk you know opened and half half drunk never never you you you cannot you never never you you you cannot you never never you you you cannot you cannot buy this wine from anywhere cannot buy this wine from anywhere cannot buy this wine from anywhere because it's a familyowned winery from because it's a familyowned winery from because it's a familyowned winery from Argentina and the name of the wine is

Argentina and the name of the wine is Argentina and the name of the wine is nosos nosos nosos noos us us I'm glad this is being noos us us I'm glad this is being noos us us I'm glad this is being recorded because I would love Leonard to recorded because I would love Leonard to recorded because I would love Leonard to to enjoy an Exquisite bottle of to enjoy an Exquisite bottle of to enjoy an Exquisite bottle of Argentinian wine but knowing bill and Argentinian wine but knowing bill and Argentinian wine but knowing bill and his pranks he might be getting you franc his pranks he might be getting you franc his pranks he might be getting you franc in a box with a little so we need in a box with a little so we need in a box with a little so we need evidence oh yeah hey hey trust me trust evidence oh yeah hey hey trust me trust evidence oh yeah hey hey trust me trust me this is that's one thing I don't play me this is that's one thing I don't play me this is that's one thing I don't play about is the food and wine ah yeah yeah about is the food and wine ah yeah yeah about is the food and wine ah yeah yeah no that's that's cool man um so actually no that's that's cool man um so actually no that's that's cool man um so actually I I I let's start off with this um yeah I I I let's start off with this um yeah I I I let's start off with this um yeah GTC definitely huge embedded last week GTC definitely huge embedded last week GTC definitely huge embedded last week nobody jumped on except for Rob and I and uh half the time we for Rob and I and uh half the time we talked about somebody trying to mug me talked about somebody trying to mug me talked about somebody trying to mug me in Barcelona um that's pretty exciting in Barcelona um that's pretty exciting in Barcelona um that's pretty exciting news though that's people want to hear news though that's people want to hear news though that's people want to hear that stuff yeah kind of stupid crap like that stuff yeah kind of stupid crap like that stuff yeah kind of stupid crap like that yeah um yeah but yeah let's talk that yeah um yeah but yeah let's talk that yeah um yeah but yeah let's talk about um um let's talk about GTC but I about um um let's talk about GTC but I about um um let's talk about GTC but I I'd like to know what you guys saw I'd like to know what you guys saw I'd like to know what you guys saw because Bill and I we were on the ground because Bill and I we were on the ground because Bill and I we were on the ground we're rolling around with all the the we're rolling around with all the the we're rolling around with all the the folks that were there but you know it's folks that were there but you know it's folks that were there but you know it's like what did you guys see what were the like what did you guys see what were the like what did you guys see what were the Impressions you guys came off with and Impressions you guys came off with and Impressions you guys came off with and thought was cool you know I mean you thought was cool you know I mean you thought was cool you know I mean you know I think Jensen has that perfect know I think Jensen has that perfect know I think Jensen has that perfect combination of I'm a regular kind of guy combination of I'm a regular kind of guy combination of I'm a regular kind of guy maybe a little humility I'm clearly

maybe a little humility I'm clearly maybe a little humility I'm clearly disguising the fact that maybe I'm a disguising the fact that maybe I'm a disguising the fact that maybe I'm a master master master salesman uh and marketer while trying to salesman uh and marketer while trying to salesman uh and marketer while trying to pretend that I'm just like oh I don't pretend that I'm just like oh I don't pretend that I'm just like oh I don't know you know um the way he gets up know you know um the way he gets up know you know um the way he gets up there I mean he's he's got that humility there I mean he's he's got that humility there I mean he's he's got that humility you know it's it's almost like as soon you know it's it's almost like as soon you know it's it's almost like as soon as I'm done with this keynote I'm going as I'm done with this keynote I'm going as I'm done with this keynote I'm going to go back to my job washing dishes at to go back to my job washing dishes at to go back to my job washing dishes at Denny's you know um God no he but he's Denny's you know um God no he but he's Denny's you know um God no he but he's really good you know I mean right from really good you know I mean right from really good you know I mean right from the very beginning obviously of his the very beginning obviously of his the very beginning obviously of his keynote you know it's like there's no keynote you know it's like there's no keynote you know it's like there's no script we're just going to do this and script we're just going to do this and script we're just going to do this and so now you could call [ __ ] and say so now you could call [ __ ] and say so now you could call [ __ ] and say he's like Steve Jobs and he's been he's like Steve Jobs and he's been he's like Steve Jobs and he's been rehearsing the 2hour keynote you know rehearsing the 2hour keynote you know rehearsing the 2hour keynote you know for weeks to nail everything uh you know for weeks to nail everything uh you know for weeks to nail everything uh you know but he but he knows the stuff you know I but he but he knows the stuff you know I but he but he knows the stuff you know I can't tell you how many can't tell you how many can't tell you how many CEOs can't go deep on their own products CEOs can't go deep on their own products CEOs can't go deep on their own products you know or the outcomes or what they're you know or the outcomes or what they're you know or the outcomes or what they're what they use them for um yeah so uh I what they use them for um yeah so uh I what they use them for um yeah so uh I thought no I thought it was a great thought no I thought it was a great thought no I thought it was a great keynote obviously he's got to do what keynote obviously he's got to do what keynote obviously he's got to do what he's got to do he he's got to do he he's got to do he clearly he looked at what happened with clearly he looked at what happened with clearly he looked at what happened with the whole deep seek thing and it it the whole deep seek thing and it it the whole deep seek thing and it it being a threat to their business and so being a threat to their business and so being a threat to their business and so clearly in the keynote he completely clearly in the keynote he completely clearly in the keynote he completely pivoted without looking like he's pivoted without looking like he's pivoted without looking like he's pivoted to just talk about how much more pivoted to just talk about how much more pivoted to just talk about how much more important inference is than training and important inference is than training and important inference is than training and the whole talk was you're going to need the whole talk was you're going to need the whole talk was you're going to need so much more to do inference at scale so much more to do inference at scale so much more to do inference at scale and so much of the talk was about that and so much of the talk was about that and so much of the talk was about that to let you know that hey even if you

to let you know that hey even if you to let you know that hey even if you didn't need as much for training you're didn't need as much for training you're didn't need as much for training you're going to need so much more and and he going to need so much more and and he going to need so much more and and he went in depth to explain why and um you went in depth to explain why and um you went in depth to explain why and um you know it's all about tokens and so he know it's all about tokens and so he know it's all about tokens and so he talks about how you know the new talks about how you know the new talks about how you know the new reasoning models where they're thinking reasoning models where they're thinking reasoning models where they're thinking and they're going back and forth and and they're going back and forth and and they're going back and forth and they're checking and they're making sure they're checking and they're making sure they're checking and they're making sure they're not full of it and it's they're not full of it and it's they're not full of it and it's generating 100x 1,000x 10,000x tokens in generating 100x 1,000x 10,000x tokens in generating 100x 1,000x 10,000x tokens in the inference part because it's thinking the inference part because it's thinking the inference part because it's thinking and it's doing more work to get you the and it's doing more work to get you the and it's doing more work to get you the right answer and that's why you're going right answer and that's why you're going right answer and that's why you're going to need more gpus from Nvidia yeah I to need more gpus from Nvidia yeah I to need more gpus from Nvidia yeah I think that was the story he was trying think that was the story he was trying think that was the story he was trying to tell yeah he was getting ready for to tell yeah he was getting ready for to tell yeah he was getting ready for yep you're going to still need us and yep you're going to still need us and yep you're going to still need us and then of course you know he gave the then of course you know he gave the then of course you know he gave the Enterprise some love you know he talked Enterprise some love you know he talked Enterprise some love you know he talked about you know the AI factories you know about you know the AI factories you know about you know the AI factories you know General Motors is going to have their General Motors is going to have their General Motors is going to have their assembly line the factory to make cars assembly line the factory to make cars assembly line the factory to make cars and next door is to be the AI Factory and next door is to be the AI Factory and next door is to be the AI Factory that's going to help Drive the other that's going to help Drive the other that's going to help Drive the other Factory and that kind of stuff and so he Factory and that kind of stuff and so he Factory and that kind of stuff and so he told that story pretty well um it's yeah told that story pretty well um it's yeah told that story pretty well um it's yeah it's pretty crazy stuff and I can you it's pretty crazy stuff and I can you it's pretty crazy stuff and I can you know people can just go like oh my God know people can just go like oh my God know people can just go like oh my God yeah yeah I've got I'm G have to buy all yeah yeah I've got I'm G have to buy all yeah yeah I've got I'm G have to buy all this stuff man yeah now in the end the this stuff man yeah now in the end the this stuff man yeah now in the end the only companies at least in the near- only companies at least in the near- only companies at least in the near- term they're going to do the kind of term they're going to do the kind of term they're going to do the kind of things that he talked about are the very things that he talked about are the very things that he talked about are the very biggest wealthiest companies on the biggest wealthiest companies on the biggest wealthiest companies on the planet they're the only ones that could planet they're the only ones that could planet they're the only ones that could afford to build out the stuff he wants afford to build out the stuff he wants afford to build out the stuff he wants you to build out yeah yeah you know the you to build out yeah yeah you know the you to build out yeah yeah you know the interesting thing is you're right dude interesting thing is you're right dude interesting thing is you're right dude his whole his whole his whole theme the premise of what he was trying

theme the premise of what he was trying theme the premise of what he was trying to sell was more is to sell was more is to sell was more is more and I actually um yeah I cut a a more and I actually um yeah I cut a a more and I actually um yeah I cut a a podcast with the guys at tius and my podcast with the guys at tius and my podcast with the guys at tius and my friend Carl friend Carl friend Carl gr that's wrong direction you got to go gr that's wrong direction you got to go gr that's wrong direction you got to go Blue lose style right less is more so Blue lose style right less is more so Blue lose style right less is more so that's what the Chinese have done and that's what the Chinese have done and that's what the Chinese have done and you know it's interesting that you you know it's interesting that you you know it's interesting that you brought that up because the way that brought that up because the way that brought that up because the way that they talked about what the Chinese are they talked about what the Chinese are they talked about what the Chinese are doing they kind of were they didn't they doing they kind of were they didn't they doing they kind of were they didn't they kept emphasizing R1 R1 I keep saying kept emphasizing R1 R1 I keep saying kept emphasizing R1 R1 I keep saying this over and over and over again was this over and over and over again was this over and over and over again was not the important thing it in terms of not the important thing it in terms of not the important thing it in terms of the disruption that it's going to that the disruption that it's going to that the disruption that it's going to that it actually has it actually has it actually has started is on the Infant side what's started is on the Infant side what's started is on the Infant side what's more Germaine is B3 what happened there more Germaine is B3 what happened there more Germaine is B3 what happened there and it's interesting you can see slight and it's interesting you can see slight and it's interesting you can see slight hints that they're picking up on what hints that they're picking up on what hints that they're picking up on what the Chinese have really done and the Chinese have really done and the Chinese have really done and um and it's there a lot of people can't um and it's there a lot of people can't um and it's there a lot of people can't see it because a lot of people don't see it because a lot of people don't see it because a lot of people don't talk about V3 anymore they really don't talk about V3 anymore they really don't talk about V3 anymore they really don't know what happened and um people are know what happened and um people are know what happened and um people are starting to triangulate on what I wrote starting to triangulate on what I wrote starting to triangulate on what I wrote about already on the outside of a V3 uh about already on the outside of a V3 uh about already on the outside of a V3 uh and the I think he's his philosophy his and the I think he's his philosophy his and the I think he's his philosophy his view is not the right one he needs to view is not the right one he needs to view is not the right one he needs to figure out how do you do more with less

figure out how do you do more with less figure out how do you do more with less not more with more and that's going to not more with more and that's going to not more with more and that's going to be like the huge issue this is this is be like the huge issue this is this is be like the huge issue this is this is the business the business the business bro it's not about technology it it's a bro it's not about technology it it's a bro it's not about technology it it's a business and he's saying exactly what he business and he's saying exactly what he business and he's saying exactly what he needs to say to keep trilli ions of needs to say to keep trilli ions of needs to say to keep trilli ions of dollars funneling in no no trillions of dollars funneling in no no trillions of dollars funneling in no no trillions of dollars are funneling out yeah saying oh dollars are funneling out yeah saying oh dollars are funneling out yeah saying oh less is more no but I mean but that's less is more no but I mean but that's less is more no but I mean but that's the that's the whole thing in the the that's the whole thing in the the that's the whole thing in the conversation yeah in that regard you're conversation yeah in that regard you're conversation yeah in that regard you're right for the stock price stock price right for the stock price stock price right for the stock price stock price which they all that was the other thing which they all that was the other thing which they all that was the other thing that I was thought was really toxic that I was thought was really toxic that I was thought was really toxic about the the about the the about the the event these guys talking about stock event these guys talking about stock event these guys talking about stock price everywhere it was like what the price everywhere it was like what the price everywhere it was like what the hell are these guys doing do at a hell are these guys doing do at a hell are these guys doing do at a developer conference and why are we developer conference and why are we developer conference and why are we talking about stock price I thought that talking about stock price I thought that talking about stock price I thought that was a huge huge that's for me like a was a huge huge that's for me like a was a huge huge that's for me like a sign of decline well wait a minute are sign of decline well wait a minute are sign of decline well wait a minute are you talking about are you talking about you talking about are you talking about you talking about are you talking about the the guys that that were the uh in the the guys that that were the uh in the the guys that that were the uh in the booths yeah yeah yeah okay so so the booths yeah yeah yeah okay so so the booths yeah yeah yeah okay so so let's let's talk about that I mean let's let's talk about that I mean let's let's talk about that I mean because first and foremost everything because first and foremost everything because first and foremost everything that I that I that I saw um was replicas of each other right saw um was replicas of each other right saw um was replicas of each other right everybody had this little Avatar screen everybody had this little Avatar screen everybody had this little Avatar screen and the all you have to do is take your and the all you have to do is take your and the all you have to do is take your camera and start videoing it and you can camera and start videoing it and you can camera and start videoing it and you can see the little wheel spinning in the see the little wheel spinning in the see the little wheel spinning in the back because because it's it's still back because because it's it's still back because because it's it's still super early in terms of them generating

super early in terms of them generating super early in terms of them generating something that that can be filmed um something that that can be filmed um something that that can be filmed um everything looked like a an alpha everything looked like a an alpha everything looked like a an alpha release or maybe a Beta release at best release or maybe a Beta release at best release or maybe a Beta release at best the use cases were few and far between the use cases were few and far between the use cases were few and far between yeah um so when and everyone has a yeah um so when and everyone has a yeah um so when and everyone has a digital twin now what I hear you digital twin now what I hear you digital twin now what I hear you everyone has a digital twin and so I everyone has a digital twin and so I everyone has a digital twin and so I asked I I mean I was there with some asked I I mean I was there with some asked I I mean I was there with some some of their EXA I asked I said I said some of their EXA I asked I said I said some of their EXA I asked I said I said so talk to me about the digital twin so talk to me about the digital twin so talk to me about the digital twin stuff that you guys are are you know stuff that you guys are are you know stuff that you guys are are you know your partners are doing which they have your partners are doing which they have your partners are doing which they have somewhere around 400 different partners somewhere around 400 different partners somewhere around 400 different partners that they are either funneling money that they are either funneling money that they are either funneling money into from a marketing perspective or go into from a marketing perspective or go into from a marketing perspective or go to market perspective something like to market perspective something like to market perspective something like that because they need to generate the that because they need to generate the that because they need to generate the real business where is real business where is real business where is it yeah now I mean True North has said it yeah now I mean True North has said it yeah now I mean True North has said this is the year of revenue for us we're this is the year of revenue for us we're this is the year of revenue for us we're two years old so we've got to go make two years old so we've got to go make two years old so we've got to go make money and when I hear them I'm like you money and when I hear them I'm like you money and when I hear them I'm like you guys have been at this for a while and guys have been at this for a while and guys have been at this for a while and and and and no one has popped out with a and and and no one has popped out with a and and and no one has popped out with a some with a something that is going to some with a something that is going to some with a something that is going to sell yeah so when I asked him about sell yeah so when I asked him about sell yeah so when I asked him about their D they said oh you know what their D they said oh you know what their D they said oh you know what that's going to be our Big Money Maker that's going to be our Big Money Maker that's going to be our Big Money Maker this year and I was like no it's not this year and I was like no it's not this year and I was like no it's not because everything that I saw is kind of because everything that I saw is kind of because everything that I saw is kind of weak um and they're and they're like weak um and they're and they're like weak um and they're and they're like what do you mean I said well how long what do you mean I said well how long what do you mean I said well how long have they been doing it well some of the have they been doing it well some of the have they been doing it well some of the some of the ones that are ready to go to some of the ones that are ready to go to some of the ones that are ready to go to market now I've been at it for six years market now I've been at it for six years market now I've been at it for six years I was like no [ __ ] no we've been I was like no [ __ ] no we've been I was like no [ __ ] no we've been building we've been building them for 12 building we've been building them for 12 building we've been building them for 12 years no see that's dude that's why this years no see that's dude that's why this years no see that's dude that's why this this show is so scary people don't

this show is so scary people don't this show is so scary people don't understand you know if you don't watch understand you know if you don't watch understand you know if you don't watch the show you don't you don't know the show you don't you don't know the show you don't you don't know anything you're missing out you're just anything you're missing out you're just anything you're missing out you're just smoking the you're just smoking the smoking the you're just smoking the smoking the you're just smoking the crack pipe that's all it and there's a crack pipe that's all it and there's a crack pipe that's all it and there's a lot of people smoking the crack P crack lot of people smoking the crack P crack lot of people smoking the crack P crack one of the 10 15 people that they're one of the 10 15 people that they're one of the 10 15 people that they're watching the show missing out yeah oh watching the show missing out yeah oh watching the show missing out yeah oh yeah the whole 12 people it it was it yeah the whole 12 people it it was it yeah the whole 12 people it it was it was wild to me I can run down a list of was wild to me I can run down a list of was wild to me I can run down a list of them because I kept going by and I was I them because I kept going by and I was I them because I kept going by and I was I was taking notes on who's doing what was taking notes on who's doing what was taking notes on who's doing what yeah and and when they you know when yeah and and when they you know when yeah and and when they you know when they said well let's see what you could they said well let's see what you could they said well let's see what you could do with it I said I said we don't build do with it I said I said we don't build do with it I said I said we don't build digital twins using digital twins using digital twins using gpus and they said what I said gpus and they said what I said gpus and they said what I said no it it I'm like for us it's no it it I'm like for us it's no it it I'm like for us it's operational so it's all about latency operational so it's all about latency operational so it's all about latency yeah right and and it's about leveraging yeah right and and it's about leveraging yeah right and and it's about leveraging the infrastructure that whoever it is the infrastructure that whoever it is the infrastructure that whoever it is whether it's a city municipality whoever whether it's a city municipality whoever whether it's a city municipality whoever it is that they already have which is it is that they already have which is it is that they already have which is CPU they said well we have one that's CPU they said well we have one that's CPU they said well we have one that's CPU and GPU I said the only thing that I CPU and GPU I said the only thing that I CPU and GPU I said the only thing that I would do in any instance would be to would do in any instance would be to would do in any instance would be to move my machine learning and AI stuff move my machine learning and AI stuff move my machine learning and AI stuff over to the GPU the twin stuff the twin over to the GPU the twin stuff the twin over to the GPU the twin stuff the twin piece of it is staying on CPU I'm not piece of it is staying on CPU I'm not piece of it is staying on CPU I'm not rewriting the code there you go and rewriting the code there you go and rewriting the code there you go and that's what they're trying to they're that's what they're trying to they're that's what they're trying to they're kind of trying to do that with the the kind of trying to do that with the the kind of trying to do that with the the um uh generative AI stuff using um what um uh generative AI stuff using um what um uh generative AI stuff using um what KV cach that whole thing with Dynamo you KV cach that whole thing with Dynamo you KV cach that whole thing with Dynamo you know what I'm saying trying to figure know what I'm saying trying to figure know what I'm saying trying to figure out how to make it more like a CPU cuz out how to make it more like a CPU cuz out how to make it more like a CPU cuz otherwise you're you're actually putting

otherwise you're you're actually putting otherwise you're you're actually putting it they were they were even saying you it they were they were even saying you it they were they were even saying you put it into uh the CPU memory so if the put it into uh the CPU memory so if the put it into uh the CPU memory so if the request comes back up again boom you request comes back up again boom you request comes back up again boom you know what I'm saying um um so yeah you know what I'm saying um um so yeah you know what I'm saying um um so yeah you know the stuff in order to see what's know the stuff in order to see what's know the stuff in order to see what's really happening you have to go full really happening you have to go full really happening you have to go full stack and it's really really difficult stack and it's really really difficult stack and it's really really difficult and I think there there's there's very and I think there there's there's very and I think there there's there's very few people and Jensen's probably one of few people and Jensen's probably one of few people and Jensen's probably one of the few people in the the world that the few people in the the world that the few people in the the world that sees the whole freaking thing you know sees the whole freaking thing you know sees the whole freaking thing you know that and going back to what Rob was that and going back to what Rob was that and going back to what Rob was saying he's no dummy he's not going to saying he's no dummy he's not going to saying he's no dummy he's not going to go back and start washing dishes at go back and start washing dishes at go back and start washing dishes at Denny's he's Way Beyond that um and um Denny's he's Way Beyond that um and um Denny's he's Way Beyond that um and um big numbers big numbers big numbers bro yeah but Bill you say something bro yeah but Bill you say something bro yeah but Bill you say something interesting here because as you know I interesting here because as you know I interesting here because as you know I I've kind of been in the digital twin I've kind of been in the digital twin I've kind of been in the digital twin space for quite a while now in the in space for quite a while now in the in space for quite a while now in the in the original you know at this vision and the original you know at this vision and the original you know at this vision and what we were doing about 10 years ago what we were doing about 10 years ago what we were doing about 10 years ago Rob was doing the same Itachi is you Rob was doing the same Itachi is you Rob was doing the same Itachi is you actually build this model of physical actually build this model of physical actually build this model of physical system and yes you're definitely right system and yes you're definitely right system and yes you're definitely right it's the execution of the model that it's the execution of the model that it's the execution of the model that gives you value in terms of productive gives you value in terms of productive gives you value in terms of productive maintenance prodive this monitoring all maintenance prodive this monitoring all maintenance prodive this monitoring all that now one thing that we could really that now one thing that we could really that now one thing that we could really do well at G is that how do you do well at G is that how do you do well at G is that how do you constantly make this digital twin evolve constantly make this digital twin evolve constantly make this digital twin evolve by having him learning so for that by having him learning so for that by having him learning so for that element you might need some gpus but I element you might need some gpus but I element you might need some gpus but I never seen anybody being able to close never seen anybody being able to close never seen anybody being able to close that Loop so are you guys saying that that Loop so are you guys saying that that Loop so are you guys saying that there was all of that as GTC people there was all of that as GTC people there was all of that as GTC people figuring out how do you create the figuring out how do you create the figuring out how do you create the initial digital twin model and how does

initial digital twin model and how does initial digital twin model and how does it constantly keep on being synchronized it constantly keep on being synchronized it constantly keep on being synchronized with you and learning from you is that with you and learning from you is that with you and learning from you is that but I mean that's the problem is that but I mean that's the problem is that but I mean that's the problem is that that's not happening these things are that's not happening these things are that's not happening these things are not truly operational and when I say not truly operational and when I say not truly operational and when I say operational I mean they are doing operational I mean they are doing operational I mean they are doing exactly what you're saying right so the exactly what you're saying right so the exactly what you're saying right so the the the fact the fact of the matter it the the fact the fact of the matter it the the fact the fact of the matter it does come down to a level of cost right does come down to a level of cost right does come down to a level of cost right how much does it what is the cost to how much does it what is the cost to how much does it what is the cost to bring on the next data bring on the next data bring on the next data stream and many of them are not dealing stream and many of them are not dealing stream and many of them are not dealing with streaming data today with streaming data today with streaming data today yeah right I was think that the the yeah right I was think that the the yeah right I was think that the the definition of Digit is very flow now definition of Digit is very flow now definition of Digit is very flow now because the original definition was because the original definition was because the original definition was again how do you have a High Fidelity again how do you have a High Fidelity again how do you have a High Fidelity digital replica of a physical system so digital replica of a physical system so digital replica of a physical system so you can interact or get information from you can interact or get information from you can interact or get information from that physical system through the digital that physical system through the digital that physical system through the digital twin now it's kind of all those thinking twin now it's kind of all those thinking twin now it's kind of all those thinking things and whatever or models or so it's things and whatever or models or so it's things and whatever or models or so it's it's disconnected from the physical it's disconnected from the physical it's disconnected from the physical system to some extent if you disconnect system to some extent if you disconnect system to some extent if you disconnect the digital TW from the C ecosystem it the digital TW from the C ecosystem it the digital TW from the C ecosystem it doesn't make sense anymore well I mean doesn't make sense anymore well I mean doesn't make sense anymore well I mean but that's what you're seeing you're but that's what you're seeing you're but that's what you're seeing you're seeing a lot of that yeah but then it's seeing a lot of that yeah but then it's seeing a lot of that yeah but then it's not thing it's not a digital twin it's not thing it's not a digital twin it's not thing it's not a digital twin it's another digital thing that represents or another digital thing that represents or another digital thing that represents or represented at some point somebody and represented at some point somebody and represented at some point somebody and that has his life on his own now yeah I that has his life on his own now yeah I that has his life on his own now yeah I think Bill made a really excellent point think Bill made a really excellent point think Bill made a really excellent point and something I talk about a lot with a and something I talk about a lot with a and something I talk about a lot with a lot of this AI hype and it is that these lot of this AI hype and it is that these lot of this AI hype and it is that these companies they're concerned about companies they're concerned about companies they're concerned about selling you something not necessarily selling you something not necessarily selling you something not necessarily giving you something that's going to

giving you something that's going to giving you something that's going to solve your problem right so the bill solve your problem right so the bill solve your problem right so the bill didn't know any better he be like yeah didn't know any better he be like yeah didn't know any better he be like yeah let me buy all this stuff right and so let me buy all this stuff right and so let me buy all this stuff right and so on you buy it they're like well it sucks on you buy it they're like well it sucks on you buy it they're like well it sucks to be you if you can't figure out how to to be you if you can't figure out how to to be you if you can't figure out how to make it work and so they're probably make it work and so they're probably make it work and so they're probably shocked that you say okay I know what's shocked that you say okay I know what's shocked that you say okay I know what's behind the curtain and this doesn't you behind the curtain and this doesn't you behind the curtain and this doesn't you know for the thing that I'm trying to do know for the thing that I'm trying to do know for the thing that I'm trying to do this doesn't work and so unfortunately this doesn't work and so unfortunately this doesn't work and so unfortunately there are a lot of companies they get there are a lot of companies they get there are a lot of companies they get caught up in the hype and they buy this caught up in the hype and they buy this caught up in the hype and they buy this stuff they can't do anything with it stuff they can't do anything with it stuff they can't do anything with it because it doesn't work with with what because it doesn't work with with what because it doesn't work with with what they're trying to do right so it doesn't they're trying to do right so it doesn't they're trying to do right so it doesn't mess with the vision of what they want mess with the vision of what they want mess with the vision of what they want to bring forward but when when these to bring forward but when when these to bring forward but when when these tools are being sold you know they kind tools are being sold you know they kind tools are being sold you know they kind of wash their hands of it after you buy of wash their hands of it after you buy of wash their hands of it after you buy it right so it's kind of up to you and it right so it's kind of up to you and it right so it's kind of up to you and that's the problem that's a problem and that's the problem that's a problem and that's the problem that's a problem and you know what that is that is a real you know what that is that is a real you know what that is that is a real problem um you're you're you know you're problem um you're you're you know you're problem um you're you're you know you're hitting on something that's actually hitting on something that's actually hitting on something that's actually massively problematic for the Upstream massively problematic for the Upstream massively problematic for the Upstream especially with a gsis these guys don't especially with a gsis these guys don't especially with a gsis these guys don't know what they're doing they're going know what they're doing they're going know what they're doing they're going they're bumping into these POC walls um they're bumping into these POC walls um they're bumping into these POC walls um a lot of them didn't think any of this a lot of them didn't think any of this a lot of them didn't think any of this through they have practitioners who through they have practitioners who through they have practitioners who don't really know what an AI solution don't really know what an AI solution don't really know what an AI solution looks like and you're not seeing looks like and you're not seeing looks like and you're not seeing traction that is exactly the reason why traction that is exactly the reason why traction that is exactly the reason why like and we saw this with the iot as like and we saw this with the iot as like and we saw this with the iot as well people like going nuts with the well people like going nuts with the well people like going nuts with the buzzword and then you know going around buzzword and then you know going around buzzword and then you know going around saying that hey iot is going to save the saying that hey iot is going to save the saying that hey iot is going to save the world and all this nonsense they go and world and all this nonsense they go and world and all this nonsense they go and they a couple of them sell a iot

they a couple of them sell a iot they a couple of them sell a iot strategy strategy strategy project and then they taking a bunch of project and then they taking a bunch of project and then they taking a bunch of nonsensical stuff that they didn't even nonsensical stuff that they didn't even nonsensical stuff that they didn't even like vet or think through and then it like vet or think through and then it like vet or think through and then it all ends up getting rejected in P's and all ends up getting rejected in P's and all ends up getting rejected in P's and so that's what we saw with that we're so that's what we saw with that we're so that's what we saw with that we're seeing that with AI generative AI right seeing that with AI generative AI right seeing that with AI generative AI right now and um anyway um Yen dude you are now and um anyway um Yen dude you are now and um anyway um Yen dude you are you you you were I got I got I got a a thought um so were I got I got I got a a thought um so were I got I got I got a a thought um so with the new generative AI some of the with the new generative AI some of the with the new generative AI some of the the examples and demos I see some of the the examples and demos I see some of the the examples and demos I see some of the differences I'd like to hear your differences I'd like to hear your differences I'd like to hear your thought on it it's in the past when we thought on it it's in the past when we thought on it it's in the past when we would presented with a solution from would presented with a solution from would presented with a solution from somebody and then you dig in you figure somebody and then you dig in you figure somebody and then you dig in you figure out that this took like two months to to out that this took like two months to to out that this took like two months to to generate like there was like you you generate like there was like you you generate like there was like you you guys remember the uh the uh uh augmented guys remember the uh the uh uh augmented guys remember the uh the uh uh augmented reality stuff where you could uh you reality stuff where you could uh you reality stuff where you could uh you know see a comp a machine work on the know see a comp a machine work on the know see a comp a machine work on the inside working right kind of stuff inside working right kind of stuff inside working right kind of stuff simulating that you also had uh uh some simulating that you also had uh uh some simulating that you also had uh uh some of the the dashboard Solutions uh of the the dashboard Solutions uh of the the dashboard Solutions uh Enterprise backing and you just when you Enterprise backing and you just when you Enterprise backing and you just when you dig in you see really that it it's not dig in you see really that it it's not dig in you see really that it it's not something that they just did over something that they just did over something that they just did over overnight it's like something that they overnight it's like something that they overnight it's like something that they spend a lot of time doing right but what spend a lot of time doing right but what spend a lot of time doing right but what I see now with some of the generative AI I see now with some of the generative AI I see now with some of the generative AI solution is that it actually doesn't solution is that it actually doesn't solution is that it actually doesn't take a a longer long time to to generate take a a longer long time to to generate take a a longer long time to to generate something that gives a little bit of something that gives a little bit of something that gives a little bit of value um I don't know what you guys are value um I don't know what you guys are value um I don't know what you guys are thinking is that is that something that thinking is that is that something that thinking is that is that something that kind of resonate or or is it is it

kind of resonate or or is it is it kind of resonate or or is it is it another hype no I think you have a point another hype no I think you have a point another hype no I think you have a point because the thing is it becomes kind of because the thing is it becomes kind of because the thing is it becomes kind of the the the the visual or or the the the the the the visual or or the the the the the the visual or or the the audible or the readable layer so it audible or the readable layer so it audible or the readable layer so it becomes an interface layer I had exactly becomes an interface layer I had exactly becomes an interface layer I had exactly the same frustration when I was at G the same frustration when I was at G the same frustration when I was at G because people were spending so much because people were spending so much because people were spending so much time on the graphical 3D graphs your time on the graphical 3D graphs your time on the graphical 3D graphs your representation and very little on the representation and very little on the representation and very little on the data itself so if he can actually data itself so if he can actually data itself so if he can actually eliminate that because the thing can eliminate that because the thing can eliminate that because the thing can tell you hey I'm going I'm about to tell you hey I'm going I'm about to tell you hey I'm going I'm about to break change the oil then it's no but I break change the oil then it's no but I break change the oil then it's no but I mean I'm kidding but that's the point mean I'm kidding but that's the point mean I'm kidding but that's the point because we were seeing those kind of 3D because we were seeing those kind of 3D because we were seeing those kind of 3D models of a jet Eng models of a jet Eng models of a jet Eng and then we show that to customizer we and then we show that to customizer we and then we show that to customizer we say but I don't care when it runs it say but I don't care when it runs it say but I don't care when it runs it turns at 15,000 you know RPMs I can't turns at 15,000 you know RPMs I can't turns at 15,000 you know RPMs I can't see anything now when I'm doing see anything now when I'm doing see anything now when I'm doing maintenance if you can point me to the maintenance if you can point me to the maintenance if you can point me to the part to change it might be useful so part to change it might be useful so part to change it might be useful so yeah the answer is that it becomes an yeah the answer is that it becomes an yeah the answer is that it becomes an interface at this point that could be interface at this point that could be interface at this point that could be interesting for that but I mean I could interesting for that but I mean I could interesting for that but I mean I could I mean the weird part about it is that I mean the weird part about it is that I mean the weird part about it is that everyone kind of munges the the two everyone kind of munges the the two everyone kind of munges the the two together right that's why course yeah together right that's why course yeah together right that's why course yeah when people say Ai and when people say when people say Ai and when people say when people say Ai and when people say digital Twi and I'm like and I start digital Twi and I'm like and I start digital Twi and I'm like and I start asking a million and one questions asking a million and one questions asking a million and one questions because you know they're like well what because you know they're like well what because you know they're like well what what are you grilling me for because what are you grilling me for because what are you grilling me for because what the f are you talking about are we what the f are you talking about are we what the f are you talking about are we solving a problem or are we talking solving a problem or are we talking solving a problem or are we talking about something that looks pretty on a about something that looks pretty on a about something that looks pretty on a on a dashboard because what I want to on a dashboard because what I want to on a dashboard because what I want to talk about I want to talk about real talk about I want to talk about real talk about I want to talk about real time I want to oh well you know well how time I want to oh well you know well how time I want to oh well you know well how does that scale okay well let me tell does that scale okay well let me tell does that scale okay well let me tell you a little bit about how the how how you a little bit about how the how how you a little bit about how the how how the hell that the hell that the hell that scales we're talking about something scales we're talking about something scales we're talking about something that is 10 gig per second of streaming that is 10 gig per second of streaming that is 10 gig per second of streaming data from 20 plus data sources 20

data from 20 plus data sources 20 data from 20 plus data sources 20 million events that with second to million events that with second to million events that with second to millisecond latency realtime scoring of millisecond latency realtime scoring of millisecond latency realtime scoring of 100 million plus users realtime 100 million plus users realtime 100 million plus users realtime interactive map of 20 million plus iot interactive map of 20 million plus iot interactive map of 20 million plus iot devices extrapolating real-time status devices extrapolating real-time status devices extrapolating real-time status of 5 million dumb Legacy equipment of 5 million dumb Legacy equipment of 5 million dumb Legacy equipment pieces real-time interactive user pieces real-time interactive user pieces real-time interactive user interface at Network level latency and a interface at Network level latency and a interface at Network level latency and a live heat map of over a million users at live heat map of over a million users at live heat map of over a million users at street level accuracy is that scale for street level accuracy is that scale for street level accuracy is that scale for you you you it's that's in your own house right man it's that's in your own house right man it's that's in your own house right man you're boring the investors We're not you're boring the investors We're not you're boring the investors We're not gonna make money with that you know Bill gonna make money with that you know Bill gonna make money with that you know Bill I could have saved you that uh I mean I could have saved you that uh I mean I could have saved you that uh I mean that's sound of like hip-hop history that's sound of like hip-hop history that's sound of like hip-hop history right there where you just went through right there where you just went through right there where you just went through but the problem the problem that's being but the problem the problem that's being but the problem the problem that's being solved is that I need I need to sell solved is that I need I need to sell solved is that I need I need to sell more gpus man the more cores the better more gpus man the more cores the better more gpus man the more cores the better and I don't want to hear that you can do and I don't want to hear that you can do and I don't want to hear that you can do it with some Intel gear whatever C CPU I it with some Intel gear whatever C CPU I it with some Intel gear whatever C CPU I need you to do it with gpus and and as I need you to do it with gpus and and as I need you to do it with gpus and and as I sit here you know you know what all this sit here you know you know what all this sit here you know you know what all this sounds like it's two things one we're sounds like it's two things one we're sounds like it's two things one we're being sold stuff that has a lot of being sold stuff that has a lot of being sold stuff that has a lot of capability and capacity but we don't capability and capacity but we don't capability and capacity but we don't even have the the business problem that even have the the business problem that even have the the business problem that necessitates such capacity in the first necessitates such capacity in the first necessitates such capacity in the first place that's one and then and then the place that's one and then and then the place that's one and then and then the other flip side which is oh by the way other flip side which is oh by the way other flip side which is oh by the way uh we didn't tell you that these uh we didn't tell you that these uh we didn't tell you that these capabilities are future capabilities in capabilities are future capabilities in capabilities are future capabilities in in a future release but they're not in a future release but they're not in a future release but they're not there today which is the hype anyway I I there today which is the hype anyway I I there today which is the hype anyway I I I came back in from being on mute and I

I came back in from being on mute and I I came back in from being on mute and I thought you guys were talking about five thought you guys were talking about five thought you guys were talking about five G again but no I G again but no I G again but no I mean but but when you look at it when mean but but when you look at it when mean but but when you look at it when you look at it it's like the I don't I you look at it it's like the I don't I you look at it it's like the I don't I don't get those numbers unless I've don't get those numbers unless I've don't get those numbers unless I've actually flipp and done it yeah yeah so actually flipp and done it yeah yeah so actually flipp and done it yeah yeah so when we say that we're doing it with CPU when we say that we're doing it with CPU when we say that we're doing it with CPU and we're we're generating those numbers and we're we're generating those numbers and we're we're generating those numbers and that level of accuracy a UI that and that level of accuracy a UI that and that level of accuracy a UI that renders that fast I don't need I don't renders that fast I don't need I don't renders that fast I don't need I don't need GPU to do that you don't but Bill need GPU to do that you don't but Bill need GPU to do that you don't but Bill also the you know what also what I'm also the you know what also what I'm also the you know what also what I'm hearing if you're if you're going Apple hearing if you're if you're going Apple hearing if you're if you're going Apple if it's like business uh use case one if it's like business uh use case one if it's like business uh use case one and I can do it with CPUs I don't need and I can do it with CPUs I don't need and I can do it with CPUs I don't need to ask anything else because I also to ask anything else because I also to ask anything else because I also heard my energy consumption is lower so heard my energy consumption is lower so heard my energy consumption is lower so somewhere else I'm also not spending somewhere else I'm also not spending somewhere else I'm also not spending money but I'm getting the same outcome I money but I'm getting the same outcome I money but I'm getting the same outcome I will go like this to the GPU company will go like this to the GPU company will go like this to the GPU company it's like dude if you don't need a GPU it's like dude if you don't need a GPU it's like dude if you don't need a GPU and you're delivering the outcome carry and you're delivering the outcome carry and you're delivering the outcome carry on Sir let's go and and on top of that on Sir let's go and and on top of that on Sir let's go and and on top of that you you are solving the problem you are you you are solving the problem you are you you are solving the problem you are SOL and I mean I can't tell you how many SOL and I mean I can't tell you how many SOL and I mean I can't tell you how many times during during the the little mixer times during during the the little mixer times during during the the little mixer that we had people were like you're that we had people were like you're that we had people were like you're doing this on your phone I was like doing this on your phone I was like doing this on your phone I was like exactly and they're like I don't exactly and they're like I don't exactly and they're like I don't understand how it's that Snappy and I'm understand how it's that Snappy and I'm understand how it's that Snappy and I'm like 12 years in it that's like 12 years in it that's like 12 years in it that's how there you go yeah no GP me I don't how there you go yeah no GP me I don't how there you go yeah no GP me I don't know I think I probably bring this up know I think I probably bring this up know I think I probably bring this up almost every other session but uh you

almost every other session but uh you almost every other session but uh you know we need to talk about China again know we need to talk about China again know we need to talk about China again right right right so trying to pretend like deep SE and so trying to pretend like deep SE and so trying to pretend like deep SE and and what they're doing isn't a big deal and what they're doing isn't a big deal and what they're doing isn't a big deal it's a it's a it's a Monumental deal and so if people can get Monumental deal and so if people can get Monumental deal and so if people can get what they want for keep using the stuff what they want for keep using the stuff what they want for keep using the stuff that they have off the cloud off the that they have off the cloud off the that they have off the cloud off the cloud it's over it's just over cloud it's over it's just over cloud it's over it's just over okay 100% more with less okay 100% more with less okay 100% more with less I mean take away and and and the other I mean take away and and and the other I mean take away and and and the other end of we are doing everything at the end of we are doing everything at the end of we are doing everything at the edge so we are at the edge oh yeah yeah edge so we are at the edge oh yeah yeah edge so we are at the edge oh yeah yeah we're not sending this back to the we're not sending this back to the we're not sending this back to the center Cloud center Cloud center Cloud yeah thing is I mean it's not a yeah thing is I mean it's not a yeah thing is I mean it's not a replacement you know we explained that replacement you know we explained that replacement you know we explained that earlier but it's in the inference earlier but it's in the inference earlier but it's in the inference inference level you still need the raw inference level you still need the raw inference level you still need the raw background you know learning kind of background you know learning kind of background you know learning kind of things so it's it's a Distributing model things so it's it's a Distributing model things so it's it's a Distributing model that we need to also but that's what we that we need to also but that's what we that we need to also but that's what we are we learn on the fly yeah I mean so are we learn on the fly yeah I mean so are we learn on the fly yeah I mean so the Brute Force technique we're using the Brute Force technique we're using the Brute Force technique we're using nowadays to learn are definitely nowadays to learn are definitely nowadays to learn are definitely different from how we human different from how we human different from how we human [Music] [Music] [Music] learns so no no no and you know what learns so no no no and you know what learns so no no no and you know what that it's it's it's interesting it's that it's it's it's interesting it's that it's it's it's interesting it's good that you brought that up because good that you brought that up because good that you brought that up because learn there's different there's a learn there's different there's a learn there's different there's a difference between training and learning difference between training and learning difference between training and learning adaptive learning there's a huge gap adaptive learning there's a huge gap adaptive learning there's a huge gap humans are humans are humans are incredible there's no way that with incredible there's no way that with incredible there's no way that with current technology that AI can match Us

current technology that AI can match Us current technology that AI can match Us in what we do right and that's something in what we do right and that's something in what we do right and that's something that you start to realize as you that you start to realize as you that you start to realize as you continue like this exploration into continue like this exploration into continue like this exploration into Jensen's world of gpus and you know Ai Jensen's world of gpus and you know Ai Jensen's world of gpus and you know Ai and you you you asked that question of and you you you asked that question of and you you you asked that question of how do you do this adaptive learning how do you do this adaptive learning how do you do this adaptive learning real time and you find out that you know real time and you find out that you know real time and you find out that you know the gap between humans and machines is the gap between humans and machines is the gap between humans and machines is this big you know what I'm saying it's this big you know what I'm saying it's this big you know what I'm saying it's it's not true of at all and so we're not it's not true of at all and so we're not it's not true of at all and so we're not you know the general perception that um you know the general perception that um you know the general perception that um AI systems are smarter more capab than AI systems are smarter more capab than AI systems are smarter more capab than humans is actually immensely false they humans is actually immensely false they humans is actually immensely false they can do certain things faster like a can do certain things faster like a can do certain things faster like a calculator can calculate large numbers calculator can calculate large numbers calculator can calculate large numbers faster than us well I mean that's pretty faster than us well I mean that's pretty faster than us well I mean that's pretty freaking amazing actually that's really freaking amazing actually that's really freaking amazing actually that's really amazing you know you have like a little amazing you know you have like a little amazing you know you have like a little calculator that can use uh energy calculator that can use uh energy calculator that can use uh energy harvesting you don't even need a battery harvesting you don't even need a battery harvesting you don't even need a battery okay you can do you can uh calculate okay you can do you can uh calculate okay you can do you can uh calculate what is what is what is 2,562 by you know multiplied by uh you 2,562 by you know multiplied by uh you 2,562 by you know multiplied by uh you know 3,000 XYZ and it'll give you a know 3,000 XYZ and it'll give you a know 3,000 XYZ and it'll give you a number than uh than llm and you know you number than uh than llm and you know you number than uh than llm and you know you know you know what's not available none know you know what's not available none know you know what's not available none of us has ever heard of a Texas of us has ever heard of a Texas of us has ever heard of a Texas instrument graphical calculator with a instrument graphical calculator with a instrument graphical calculator with a GPU now have we GPU now have we GPU now have we no even my ti 55 are you saying it was no even my ti 55 are you saying it was no even my ti 55 are you saying it was bet didn't need a GPU to do all that bet didn't need a GPU to do all that bet didn't need a GPU to do all that what no

what no what no sir oh my sir oh my sir oh my God God God yeah that's crazy this episode uh should yeah that's crazy this episode uh should yeah that's crazy this episode uh should honor uh Rob's cousin Axel Rose and honor uh Rob's cousin Axel Rose and honor uh Rob's cousin Axel Rose and shall be named Appetite for Destruction shall be named Appetite for Destruction shall be named Appetite for Destruction because I think that's what happening oh because I think that's what happening oh because I think that's what happening oh my my my gosh but the you know I was um looking gosh but the you know I was um looking gosh but the you know I was um looking at the people that were commenting you at the people that were commenting you at the people that were commenting you know from uh GTC and looking for you know from uh GTC and looking for you know from uh GTC and looking for you know which Enterprises these folks are know which Enterprises these folks are know which Enterprises these folks are from the reality is that you have a lot from the reality is that you have a lot from the reality is that you have a lot of senior leaders that are look continue of senior leaders that are look continue of senior leaders that are look continue to look at all things AI as a tool to do to look at all things AI as a tool to do to look at all things AI as a tool to do more with less people yeah and promise more with less people yeah and promise more with less people yeah and promise right the forecast of the potential of right the forecast of the potential of right the forecast of the potential of the Tam of doing what I'm doing as a big the Tam of doing what I'm doing as a big the Tam of doing what I'm doing as a big Global Enterprise with less Global Enterprise with less Global Enterprise with less people yeah is what's driving this people yeah is what's driving this people yeah is what's driving this because in their minds and right or because in their minds and right or because in their minds and right or wrong when Sky takes over we'll have wrong when Sky takes over we'll have wrong when Sky takes over we'll have that discussion again but they're doing that discussion again but they're doing that discussion again but they're doing they're looking out for the business they're looking out for the business they're looking out for the business yeah and if this AI widget can help me yeah and if this AI widget can help me yeah and if this AI widget can help me give you know um Drive human give you know um Drive human give you know um Drive human efficiencies they're they're going to do efficiencies they're they're going to do efficiencies they're they're going to do it and you so this is I think we we've it and you so this is I think we we've it and you so this is I think we we've We've Only Just Begun and I think We've Only Just Begun and I think We've Only Just Begun and I think there's a lot there's a lot there's a lot my God there's a lot of people doing

my God there's a lot of people doing my God there's a lot of people doing cool things with that butc but CC I cool things with that butc but CC I cool things with that butc but CC I think David is totally wrong and totally think David is totally wrong and totally think David is totally wrong and totally right sorry right right right sorry right sorry right right right sorry right sorry right right right sorry right and I think it's you can very right and I think it's you can very right and I think it's you can very quickly Envision that there will be a quickly Envision that there will be a quickly Envision that there will be a time where the pricing model will be an time where the pricing model will be an time where the pricing model will be an equivalent of you know cost per hour per equivalent of you know cost per hour per equivalent of you know cost per hour per replacing a human yeah you're right so replacing a human yeah you're right so replacing a human yeah you're right so you know I'm sure this is going to you know I'm sure this is going to you know I'm sure this is going to happen somay somebody's going to come it happen somay somebody's going to come it happen somay somebody's going to come it costs you $25 per hour to do this it costs you $25 per hour to do this it costs you $25 per hour to do this it cost you five with my AI buy my AI I'll cost you five with my AI buy my AI I'll cost you five with my AI buy my AI I'll tell you when you should start to be tell you when you should start to be tell you when you should start to be worried so you know Jensen they do a worried so you know Jensen they do a worried so you know Jensen they do a great job you know they name the new great job you know they name the new great job you know they name the new releases after famous people in science releases after famous people in science releases after famous people in science so that's great you know a lot of good so that's great you know a lot of good so that's great you know a lot of good people have done stuff dark matter all people have done stuff dark matter all people have done stuff dark matter all that but be weary somewhere down the that but be weary somewhere down the that but be weary somewhere down the road when the next release is called the road when the next release is called the road when the next release is called the Logan's Run release that's that's when you know that release that's that's when you know that it's almost time for endgame and the it's almost time for endgame and the it's almost time for endgame and the whole reason for bu all this AI stuff is whole reason for bu all this AI stuff is whole reason for bu all this AI stuff is they're going to put us in a bubble you they're going to put us in a bubble you they're going to put us in a bubble you know it's like you get to pick do you know it's like you get to pick do you know it's like you get to pick do you want to be in The Matrix or do you want want to be in The Matrix or do you want want to be in The Matrix or do you want to live in Logan's Run well no you know to live in Logan's Run well no you know to live in Logan's Run well no you know what here's the thing though I I had an what here's the thing though I I had an what here's the thing though I I had an interesting conversation about this interesting conversation about this interesting conversation about this actually with some investors they were actually with some investors they were actually with some investors they were asking me what do you what do you think asking me what do you what do you think asking me what do you what do you think is going to happen um when um where's is going to happen um when um where's is going to happen um when um where's actually so going back to all this talk actually so going back to all this talk actually so going back to all this talk about stock price right one the biggest about stock price right one the biggest about stock price right one the biggest question right now is is where is the question right now is is where is the question right now is is where is the fraking r and that goes back to uh what fraking r and that goes back to uh what fraking r and that goes back to uh what bill was talking about it's not the

bill was talking about it's not the bill was talking about it's not the stock price and so um this fixation on stock price and so um this fixation on stock price and so um this fixation on stock price for GTC is that's Twisted stock price for GTC is that's Twisted stock price for GTC is that's Twisted they you got to figure out how to get they you got to figure out how to get they you got to figure out how to get the r and the only way you can get the r the r and the only way you can get the r the r and the only way you can get the r which is revenue for the not for NVIDIA which is revenue for the not for NVIDIA which is revenue for the not for NVIDIA but for the End Market service providers but for the End Market service providers but for the End Market service providers and solution guys who can you know and solution guys who can you know and solution guys who can you know monetize the delivery of service or and monetize the delivery of service or and monetize the delivery of service or and value that that has to be figured out value that that has to be figured out value that that has to be figured out right now it's a it's a desolate right now it's a it's a desolate right now it's a it's a desolate landscape okay if you think that this is landscape okay if you think that this is landscape okay if you think that this is an exaggerated statement it is fraking an exaggerated statement it is fraking an exaggerated statement it is fraking not an exaggerated this is the biggest not an exaggerated this is the biggest not an exaggerated this is the biggest biggest question coming out of GTC not biggest question coming out of GTC not biggest question coming out of GTC not hey how many you know you know what's hey how many you know you know what's hey how many you know you know what's the next version of stuff you know in the next version of stuff you know in the next version of stuff you know in the you know beyond the four year Vision the you know beyond the four year Vision the you know beyond the four year Vision this is the biggest problem you know this is the biggest problem you know this is the biggest problem you know what I'm saying that's Argent there's no guarantee that that's Argent there's no guarantee that the people who obtain these things can the people who obtain these things can the people who obtain these things can do these wonderful great things and make do these wonderful great things and make do these wonderful great things and make money and all this stuff I mean that's money and all this stuff I mean that's money and all this stuff I mean that's the I agree with you that's the big the I agree with you that's the big the I agree with you that's the big question so oh it's huge there's no no question so oh it's huge there's no no question so oh it's huge there's no no answer to that it be different from answer to that it be different from answer to that it be different from company to company I guess yeah big red company to company I guess yeah big red company to company I guess yeah big red flag that was David's point I think the flag that was David's point I think the flag that was David's point I think the the perception of the Hope right now is the perception of the Hope right now is the perception of the Hope right now is is goddamn simple this is going to is goddamn simple this is going to is goddamn simple this is going to reduce your human cost it just this is reduce your human cost it just this is reduce your human cost it just this is what they're all going after just simple

what they're all going after just simple what they're all going after just simple as that but there's there's an as that but there's there's an as that but there's there's an unintended consequence to that because unintended consequence to that because unintended consequence to that because when you have laid when you have laid when you have laid off you have all these people laid off off you have all these people laid off off you have all these people laid off they are also enabled with an incredible they are also enabled with an incredible they are also enabled with an incredible tool which is AI and you're going to tool which is AI and you're going to tool which is AI and you're going to hydrate a fast growing criminal economy hydrate a fast growing criminal economy hydrate a fast growing criminal economy people will just start stealing and it's people will just start stealing and it's people will just start stealing and it's easier and easier and easier to do it easier and easier and easier to do it easier and easier and easier to do it and there's a fine line between spam and there's a fine line between spam and there's a fine line between spam marketing and fishing attacks right marketing and fishing attacks right marketing and fishing attacks right without and both sides are getting more without and both sides are getting more without and both sides are getting more intelligent and then you're going to see intelligent and then you're going to see intelligent and then you're going to see a lot of these people who Institute a lot of these people who Institute a lot of these people who Institute fraud using crypto and all these other fraud using crypto and all these other fraud using crypto and all these other tools that they have basically um tools that they have basically um tools that they have basically um creating a balance right so if the if creating a balance right so if the if creating a balance right so if the if all these these folks in uh you know in all these these folks in uh you know in all these these folks in uh you know in the cuz you know Rob you've asked the the cuz you know Rob you've asked the the cuz you know Rob you've asked the question well what how are people going question well what how are people going question well what how are people going to buy anything well number one they're to buy anything well number one they're to buy anything well number one they're going to steal from this economy right going to steal from this economy right going to steal from this economy right they're going to grow this economy and they're going to grow this economy and they're going to grow this economy and they will use that to buy stuff from they will use that to buy stuff from they will use that to buy stuff from this economy that's how it's going to this economy that's how it's going to this economy that's how it's going to work out because um security and Trust work out because um security and Trust work out because um security and Trust are under tremendous threat right now are under tremendous threat right now are under tremendous threat right now and let's go and let's go and let's go there let's go right there because that there let's go right there because that there let's go right there because that was the second layer of my conversations was the second layer of my conversations was the second layer of my conversations with all of the booths that I stopped by with all of the booths that I stopped by with all of the booths that I stopped by was cyber security and was cyber security and was cyber security and privacy and Trust because you're

privacy and Trust because you're privacy and Trust because you're interacting a lot of theirs I'm like the interacting a lot of theirs I'm like the interacting a lot of theirs I'm like the stuff that we do we haveen it we haven't stuff that we do we haveen it we haven't stuff that we do we haveen it we haven't they wanted to ask me well what are you they wanted to ask me well what are you they wanted to ask me well what are you guys doing to ensure the Providence of guys doing to ensure the Providence of guys doing to ensure the Providence of the data I'm like we have a distributed the data I'm like we have a distributed the data I'm like we have a distributed Ledger that runs under the hood so Ledger that runs under the hood so Ledger that runs under the hood so everything every critical event all of everything every critical event all of everything every critical event all of those events are on a distributed Ledger those events are on a distributed Ledger those events are on a distributed Ledger Oh you mean a crypto uh no distrib Oh you mean a crypto uh no distrib Oh you mean a crypto uh no distrib a distributed Ledger using using mer a distributed Ledger using using mer a distributed Ledger using using mer technology and literally you can see technology and literally you can see technology and literally you can see what's happening crypto my what's happening crypto my what's happening crypto my ass this was created before those idiots ass this was created before those idiots ass this was created before those idiots could spell could spell could spell mer so I mean I want to understand mer so I mean I want to understand mer so I mean I want to understand because if you didn't build your stuff because if you didn't build your stuff because if you didn't build your stuff foundationally with these elements in it foundationally with these elements in it foundationally with these elements in it then you're you're going to have a hell then you're you're going to have a hell then you're you're going to have a hell of a time going back and retro fitting of a time going back and retro fitting of a time going back and retro fitting Your solution yeah they can't do it it Your solution yeah they can't do it it Your solution yeah they can't do it it can't be done man this is these are MVPs can't be done man this is these are MVPs can't be done man this is these are MVPs minimal valuable products maximum minimal valuable products maximum minimal valuable products maximum vulnerable potential which is our vulnerable potential which is our vulnerable potential which is our maximum vulnerability potential I love maximum vulnerability potential I love maximum vulnerability potential I love it wait a minute Leonard how did you it wait a minute Leonard how did you it wait a minute Leonard how did you check in how did you get your badge did check in how did you get your badge did check in how did you get your badge did you use the facial recognition oh hell you use the facial recognition oh hell you use the facial recognition oh hell no hell no hell no hell no you think I'm you think I'm ignorant no you think I'm you think I'm ignorant no you think I'm you think I'm ignorant like that come on like that come on like that come on think about all the idiots that did like me whenever whenever I use did like me whenever whenever I use Clear at the airport and I go no I opt

Clear at the airport and I go no I opt Clear at the airport and I go no I opt out man I I like opt out of that [ __ ] out man I I like opt out of that [ __ ] out man I I like opt out of that [ __ ] it's like wow all right hell of of all it's like wow all right hell of of all it's like wow all right hell of of all the places that you're going to go now the places that you're going to go now the places that you're going to go now mind you when I said when I responded to mind you when I said when I responded to mind you when I said when I responded to you lonard and I said the herds of you lonard and I said the herds of you lonard and I said the herds of people that's literally what it was people that's literally what it was people that's literally what it was because you could see people going and because you could see people going and because you could see people going and I've never having lived in San Jose for I've never having lived in San Jose for I've never having lived in San Jose for that long I've never seen an influx of a that long I've never seen an influx of a that long I've never seen an influx of a herd of people like that being ushered herd of people like that being ushered herd of people like that being ushered through lines like through lines like through lines like TSA yeah to the slaughter oh yes TSA yeah to the slaughter oh yes TSA yeah to the slaughter oh yes Slaughter the Privacy Slaughter here here comes the A5 wagu Slaughter here here comes the A5 wagu baby there you baby there you baby there you go yes there you go oh all right I had a go yes there you go oh all right I had a go yes there you go oh all right I had a couple things um you know obviously the couple things um you know obviously the couple things um you know obviously the of used quote um you know the future is of used quote um you know the future is of used quote um you know the future is here but it's not evenly distributed here but it's not evenly distributed here but it's not evenly distributed that's kind of how I felt about that that's kind of how I felt about that that's kind of how I felt about that event there's got a handful of companies event there's got a handful of companies event there's got a handful of companies that have the billions of dollars in the that have the billions of dollars in the that have the billions of dollars in the bank account that could actually afford bank account that could actually afford bank account that could actually afford to buy all the [ __ ] that Jensen wants to buy all the [ __ ] that Jensen wants to buy all the [ __ ] that Jensen wants you to buy to build these AI factories you to buy to build these AI factories you to buy to build these AI factories it's a tiny the biggest companies in the it's a tiny the biggest companies in the it's a tiny the biggest companies in the world everybody else won't be able to world everybody else won't be able to world everybody else won't be able to play in that playground I thought a good play in that playground I thought a good play in that playground I thought a good takeaway that was the opposite of all takeaway that was the opposite of all takeaway that was the opposite of all the hype you know our good friend Keith the hype you know our good friend Keith the hype you know our good friend Keith townzen over at townzen over at townzen over at futurum I love I'll read a couple of futurum I love I'll read a couple of futurum I love I'll read a couple of sentences he wrote uh he posted most of sentences he wrote uh he posted most of sentences he wrote uh he posted most of tech isn't chasing AI they're not tech isn't chasing AI they're not tech isn't chasing AI they're not rewriting everything in Rust they're not

rewriting everything in Rust they're not rewriting everything in Rust they're not rebuilding their stack every six months rebuilding their stack every six months rebuilding their stack every six months they're keeping the lights on they're keeping the lights on they're keeping the lights on maintaining Legacy systems fighting maintaining Legacy systems fighting maintaining Legacy systems fighting fires and delivering under real business fires and delivering under real business fires and delivering under real business pressure yeah that's the reality of like pressure yeah that's the reality of like pressure yeah that's the reality of like every company in this world every company in this world every company in this world all this other stuff is like La La Land all this other stuff is like La La Land all this other stuff is like La La Land yeah well you know David said 5G earlier yeah well you know David said 5G earlier yeah well you know David said 5G earlier that was that's the problem and right that was that's the problem and right that was that's the problem and right now there's a huge digestion issue right now there's a huge digestion issue right now there's a huge digestion issue right there's all this stuff backed up so I there's all this stuff backed up so I there's all this stuff backed up so I mean the you know it's funny to see mean the you know it's funny to see mean the you know it's funny to see these technology companies vilify the these technology companies vilify the these technology companies vilify the network guy it's like the network guy is network guy it's like the network guy is network guy it's like the network guy is pretty freaking good at what they do and pretty freaking good at what they do and pretty freaking good at what they do and they're not freaking they're not freaking they're not freaking idiots you know um you really have to idiots you know um you really have to idiots you know um you really have to build a great business case to figure build a great business case to figure build a great business case to figure out how you're going to go in and you're out how you're going to go in and you're out how you're going to go in and you're going to screw their [ __ ] up and then going to screw their [ __ ] up and then going to screw their [ __ ] up and then put in the Next Generation XYZ so yeah I put in the Next Generation XYZ so yeah I put in the Next Generation XYZ so yeah I mean and and that's you mean and and that's you mean and and that's you know Rob dude you you're you're you're know Rob dude you you're you're you're know Rob dude you you're you're you're hitting on such an important point that hitting on such an important point that hitting on such an important point that that's the la la land that GTC has that's the la la land that GTC has that's the la la land that GTC has become you know what I'm saying and then become you know what I'm saying and then become you know what I'm saying and then it's epitomized by that Quantum day it's epitomized by that Quantum day it's epitomized by that Quantum day which I think what was a which I think what was a which I think what was a disaster and you know what really disaster and you know what really disaster and you know what really Disturbed me is so many of the analysts Disturbed me is so many of the analysts Disturbed me is so many of the analysts that I talked to afterwards were going that I talked to afterwards were going that I talked to afterwards were going oh my God that was like the best thing I oh my God that was like the best thing I oh my God that was like the best thing I ever saw I was like you got to be effing ever saw I was like you got to be effing ever saw I was like you got to be effing kidding me it's like what is number one

kidding me it's like what is number one kidding me it's like what is number one why did Jensen have to have to why did Jensen have to have to why did Jensen have to have to apologize you know I was like hearing apologize you know I was like hearing apologize you know I was like hearing all the stuff about oh yeah you know all the stuff about oh yeah you know all the stuff about oh yeah you know he's doing this to apologize to these he's doing this to apologize to these he's doing this to apologize to these you know making a statement and taking you know making a statement and taking you know making a statement and taking the stock price of these you know the stock price of these you know the stock price of these you know Quantum startups that were apparently Quantum startups that were apparently Quantum startups that were apparently according to according to according to Jensen they went public using spacks and Jensen they went public using spacks and Jensen they went public using spacks and stuff and so he's like rattling off all stuff and so he's like rattling off all stuff and so he's like rattling off all this yeah he's like oh I didn't realize this yeah he's like oh I didn't realize this yeah he's like oh I didn't realize any of you were actually any of you were actually any of you were actually public I was like then why are you public I was like then why are you public I was like then why are you apologizing and then you know he goes on apologizing and then you know he goes on apologizing and then you know he goes on to bring on a panel of people who say oh to bring on a panel of people who say oh to bring on a panel of people who say oh yeah this [ __ ] is like you know 10 30 yeah this [ __ ] is like you know 10 30 yeah this [ __ ] is like you know 10 30 years still out we've been working on it years still out we've been working on it years still out we've been working on it for 30 years and we haven't really for 30 years and we haven't really for 30 years and we haven't really gotten anywhere and we going to need to gotten anywhere and we going to need to gotten anywhere and we going to need to oh and then you know oh and then you know oh and then you know so what was the purpose of that and then so what was the purpose of that and then so what was the purpose of that and then you know okay we're going to talk stock you know okay we're going to talk stock you know okay we're going to talk stock price he didn't help any of these guys price he didn't help any of these guys price he didn't help any of these guys doing this publicity stunt you what a PR doing this publicity stunt you what a PR doing this publicity stunt you what a PR disaster we we hear respect the rules of disaster we we hear respect the rules of disaster we we hear respect the rules of cation and correlation and how those cation and correlation and how those cation and correlation and how those things are not the same but you know things are not the same but you know things are not the same but you know it's there's a trend on people in it's there's a trend on people in it's there's a trend on people in leadership talking about publicly traded leadership talking about publicly traded leadership talking about publicly traded companies on National media to try to companies on National media to try to companies on National media to try to drive the stock price and J just took a drive the stock price and J just took a drive the stock price and J just took a page out of that right so it's which page out of that right so it's which page out of that right so it's which it's horrible Direction horrible it's horrible Direction horrible it's horrible Direction horrible direction for analy I'm not defending direction for analy I'm not defending direction for analy I'm not defending the guy but and and one thing uh you

the guy but and and one thing uh you the guy but and and one thing uh you know Downs I I think Rob's line line of know Downs I I think Rob's line line of know Downs I I think Rob's line line of thinking I I mean I'm I'm always I was I thinking I I mean I'm I'm always I was I thinking I I mean I'm I'm always I was I was paying attention to GTC in the was paying attention to GTC in the was paying attention to GTC in the context of you know Telco you know context of you know Telco you know context of you know Telco you know what's what our what our friends at what's what our what our friends at what's what our what our friends at Telco going to be talking about um and Telco going to be talking about um and Telco going to be talking about um and something that I find concerning is that something that I find concerning is that something that I find concerning is that the GPU guys that wants to sell everyone the GPU guys that wants to sell everyone the GPU guys that wants to sell everyone gpus are basically telling the Telo like gpus are basically telling the Telo like gpus are basically telling the Telo like yo you guys really need this stuff and yo you guys really need this stuff and yo you guys really need this stuff and when we think of traditional Telco when we think of traditional Telco when we think of traditional Telco Computing dude is super of course it's Computing dude is super of course it's Computing dude is super of course it's complex but it's so specific for you complex but it's so specific for you complex but it's so specific for you know the criticality of a wireless know the criticality of a wireless know the criticality of a wireless network and when I used to work over network and when I used to work over network and when I used to work over there and we had capacity for extra there and we had capacity for extra there and we had capacity for extra things it was always capacity for for things it was always capacity for for things it was always capacity for for the radio Access Network because we the radio Access Network because we the radio Access Network because we wanted more with less right that that wanted more with less right that that wanted more with less right that that that was that's the only scenario and that was that's the only scenario and that was that's the only scenario and now it's like hold on so you want Telos now it's like hold on so you want Telos now it's like hold on so you want Telos to get rid of their baseband units and to get rid of their baseband units and to get rid of their baseband units and just deploy that on gpus for more just deploy that on gpus for more just deploy that on gpus for more capacity for what is it more users per capacity for what is it more users per capacity for what is it more users per site no okay then for what well uh and site no okay then for what well uh and site no okay then for what well uh and and that's when I'm like okay dude and that's when I'm like okay dude and that's when I'm like okay dude um that's the game dude I'm sorry that's um that's the game dude I'm sorry that's um that's the game dude I'm sorry that's the game no no no but but hey look what the game no no no but but hey look what the game no no no but but hey look what is what is okay what is more with is what is okay what is more with is what is okay what is more with less what is that concept well more with less what is that concept well more with less what is that concept well more with less I I'll stick to a be to a baseband less I I'll stick to a be to a baseband less I I'll stick to a be to a baseband unit example would be for me to be able

unit example would be for me to be able unit example would be for me to be able to have more connections to to have more connections to to have more connections to infrastructure I already built without infrastructure I already built without infrastructure I already built without spend without additional investment so spend without additional investment so spend without additional investment so more people with my same infrastructure more people with my same infrastructure more people with my same infrastructure and I just made more money I did more and I just made more money I did more and I just made more money I did more with less yeah it's called with less yeah it's called with less yeah it's called efficiency So when you say more with efficiency So when you say more with efficiency So when you say more with more what's that well selling I have more what's that well selling I have more what's that well selling I have more capabilities that I'm not monetizing and I have more and maybe monetizing and I have more and maybe maybe that would be the campaign maybe that would be the campaign maybe that would be the campaign Wireless company do more with more and Wireless company do more with more and Wireless company do more with more and Jensen was certainly using the word more Jensen was certainly using the word more Jensen was certainly using the word more a a a lot more money more money more money lot more money more money more money lot more money more money more money more the more more the more more the more youy problems More Money More Problems I youy problems More Money More Problems I youy problems More Money More Problems I guess but you know first he joked he guess but you know first he joked he guess but you know first he joked he said more the more you buy the more you said more the more you buy the more you said more the more you buy the more you save and then he goes uh I mean the more save and then he goes uh I mean the more save and then he goes uh I mean the more you buy the more you make I mean it was you buy the more you make I mean it was you buy the more you make I mean it was just classic kind of slimy sales but he just classic kind of slimy sales but he just classic kind of slimy sales but he does it in such a way that you're like does it in such a way that you're like does it in such a way that you're like but you're right all those people in but you're right all those people in but you're right all those people in there were like bobing their heads yeah there were like bobing their heads yeah there were like bobing their heads yeah nobody nobody's pushing back against nobody nobody's pushing back against nobody nobody's pushing back against yeah I mean where's the pr people going yeah I mean where's the pr people going yeah I mean where's the pr people going this is a really bad idea you don't want this is a really bad idea you don't want this is a really bad idea you don't want to portray yourself like this you know I to portray yourself like this you know I to portray yourself like this you know I think the whole thing on Quantum he's think the whole thing on Quantum he's think the whole thing on Quantum he's not the only one I think open AI also not the only one I think open AI also not the only one I think open AI also did that as well but I think it's kind did that as well but I think it's kind did that as well but I think it's kind of like investors or people who want to of like investors or people who want to of like investors or people who want to put money into something they're looking

put money into something they're looking put money into something they're looking for the next thing and they think maybe for the next thing and they think maybe for the next thing and they think maybe Quantum is the next thing and so they're Quantum is the next thing and so they're Quantum is the next thing and so they're trying to say oh Quantum is so far away trying to say oh Quantum is so far away trying to say oh Quantum is so far away so then give us the money now because we so then give us the money now because we so then give us the money now because we need it for AI or you know stop all uh need it for AI or you know stop all uh need it for AI or you know stop all uh stop all stop all laws around you know stop all stop all laws around you know stop all stop all laws around you know uh intellectual property so that you uh intellectual property so that you uh intellectual property so that you know we can beat China or stuff like know we can beat China or stuff like know we can beat China or stuff like that you know we need Sam Oldman to go that you know we need Sam Oldman to go that you know we need Sam Oldman to go tell Bill how he needs AI for substation tell Bill how he needs AI for substation tell Bill how he needs AI for substation information and then bill is going to information and then bill is going to information and then bill is going to grab a mechanical relay meter and just grab a mechanical relay meter and just grab a mechanical relay meter and just whack them on the side of the head whack them on the side of the head whack them on the side of the head yes because that is that's what happened yes because that is that's what happened yes because that is that's what happened to Telco that's what happened to Telco to Telco that's what happened to Telco to Telco that's what happened to Telco you can look at two of the large you can look at two of the large you can look at two of the large carriers on Le them nameless for now and carriers on Le them nameless for now and carriers on Le them nameless for now and they've got something called mobile Edge they've got something called mobile Edge they've got something called mobile Edge compute that they can't figure out what compute that they can't figure out what compute that they can't figure out what the f to do with that's the whole more the f to do with that's the whole more the f to do with that's the whole more with more but I need to find out what with more but I need to find out what with more but I need to find out what the f more is yeah can somebody help me the f more is yeah can somebody help me the f more is yeah can somebody help me can somebody help me you know we're can somebody help me you know we're can somebody help me you know we're going to put our mobile Edge computer going to put our mobile Edge computer going to put our mobile Edge computer out there and uh somebody's gonna come out there and uh somebody's gonna come out there and uh somebody's gonna come and use it yeah let me know how that and use it yeah let me know how that and use it yeah let me know how that works out for you can you help me I've works out for you can you help me I've works out for you can you help me I've got a matter of fact does someone have a got a matter of fact does someone have a got a matter of fact does someone have a 5G knife I need some Network slicing yes 5G knife I need some Network slicing yes 5G knife I need some Network slicing yes yes just like just like Jersey Mike I yes just like just like Jersey Mike I yes just like just like Jersey Mike I need the network slicing right in front need the network slicing right in front need the network slicing right in front of me slicing the meat well I'm right of me slicing the meat well I'm right of me slicing the meat well I'm right there so we we're giving Bill the wrong there so we we're giving Bill the wrong there so we we're giving Bill the wrong advice I think you know Bill you should advice I think you know Bill you should advice I think you know Bill you should not go into this AI crap you should go not go into this AI crap you should go not go into this AI crap you should go directly into Edge on Quantum Computing directly into Edge on Quantum Computing directly into Edge on Quantum Computing on the edge that's

on the edge that's on the edge that's why theing for theing in my you know who why theing for theing in my you know who why theing for theing in my you know who figured out you know figured out the figured out you know figured out the figured out you know figured out the quantum the Quantum Edge was Ant-Man quantum the Quantum Edge was Ant-Man quantum the Quantum Edge was Ant-Man he figured out the Quantum he figured out the Quantum he figured out the Quantum Edge by the way guys we've been talking Edge by the way guys we've been talking Edge by the way guys we've been talking about Quantum compute for 10 minutes now about Quantum compute for 10 minutes now about Quantum compute for 10 minutes now so can someone remind me the use so can someone remind me the use so can someone remind me the use cases yes your cancer tra traditional um cases yes your cancer tra traditional um cases yes your cancer tra traditional um deep research scientific research deep research scientific research deep research scientific research exploring like how a quark works or some exploring like how a quark works or some exploring like how a quark works or some esoteric stuff that actually costs money esoteric stuff that actually costs money esoteric stuff that actually costs money and generates no Revenue so but it's so and generates no Revenue so but it's so and generates no Revenue so but it's so it's qu this is interesting because then it's qu this is interesting because then it's qu this is interesting because then it mean that it's Quantum computing for it mean that it's Quantum computing for it mean that it's Quantum computing for Quantum problems so it's a self it's a Quantum problems so it's a self it's a Quantum problems so it's a self it's a self- referencing system so Computing self- referencing system so Computing self- referencing system so Computing better quantum computers that's better quantum computers that's better quantum computers that's cool this is a Unix system I know this cool this is a Unix system I know this cool this is a Unix system I know this this is the ultimate more for more this this is the ultimate more for more this this is the ultimate more for more this is the ultimate more for more know more is the ultimate more for more know more is the ultimate more for more know more comput to more compute Computing to more comput to more compute Computing to more comput to more compute Computing to more comp I'm still trying figure out why I comp I'm still trying figure out why I comp I'm still trying figure out why I paid $9 for eggs the other day okay paid $9 for eggs the other day okay paid $9 for eggs the other day okay yeah are you real world sometimes shows yeah are you real world sometimes shows yeah are you real world sometimes shows up doesn't it yeah yeah well somebody's up doesn't it yeah yeah well somebody's up doesn't it yeah yeah well somebody's trying to buy a cubit yeah a cubit it's trying to buy a cubit yeah a cubit it's trying to buy a cubit yeah a cubit it's a cubit problem I love what Mr Vasquez a cubit problem I love what Mr Vasquez a cubit problem I love what Mr Vasquez said though about bringing in the Telos said though about bringing in the Telos said though about bringing in the Telos and he said there were capacity did and he said there were capacity did and he said there were capacity did anybody see the little news blurb about anybody see the little news blurb about anybody see the little news blurb about from China where they're seeing no from China where they're seeing no from China where they're seeing no growth in bandwidth usage by their users

growth in bandwidth usage by their users growth in bandwidth usage by their users you saw the dean bubbly post and it's I you saw the dean bubbly post and it's I you saw the dean bubbly post and it's I but the takeaway is we need more and but the takeaway is we need more and but the takeaway is we need more and more more capacity because everyone's more more capacity because everyone's more more capacity because everyone's doing cat videos and we we got to and doing cat videos and we we got to and doing cat videos and we we got to and then all of a sudden they're like oh I then all of a sudden they're like oh I then all of a sudden they're like oh I think we've plateaued on how much think we've plateaued on how much think we've plateaued on how much bandwidth everyone's pushing through bandwidth everyone's pushing through bandwidth everyone's pushing through these Telco networks but you have to you these Telco networks but you have to you these Telco networks but you have to you have to but you have to read that thing have to but you have to read that thing have to but you have to read that thing the in the footnotes it says it doesn't the in the footnotes it says it doesn't the in the footnotes it says it doesn't include fwa and a bunch of other stuff include fwa and a bunch of other stuff include fwa and a bunch of other stuff no you're right it was just the average no you're right it was just the average no you're right it was just the average person on yeah yeah and then you know person on yeah yeah and then you know person on yeah yeah and then you know one of the things one of the things that one of the things one of the things that one of the things one of the things that the Telco guys don't you know especially the Telco guys don't you know especially the Telco guys don't you know especially the infrastructure guys the Spectrum the infrastructure guys the Spectrum the infrastructure guys the Spectrum guys don't account for they don't think guys don't account for they don't think guys don't account for they don't think in terms of mobile Computing they only in terms of mobile Computing they only in terms of mobile Computing they only think about the air interface and what think about the air interface and what think about the air interface and what goes in between uh you know a a handset goes in between uh you know a a handset goes in between uh you know a a handset and the the radio UE baby and the the radio UE baby and the the radio UE baby UE no and this is what I discovered just UE no and this is what I discovered just UE no and this is what I discovered just you know at mwc and doing work with uh you know at mwc and doing work with uh you know at mwc and doing work with uh you know Folks at Ericson the industry you know Folks at Ericson the industry you know Folks at Ericson the industry just does not have a holistic view they just does not have a holistic view they just does not have a holistic view they they really I don't think understand they really I don't think understand they really I don't think understand what mobile Computing is it's like what mobile Computing is it's like what mobile Computing is it's like freaking freaky freaking freaky freaking freaky um and I think a lot of the industry um and I think a lot of the industry um and I think a lot of the industry analysts that are focused just on you analysts that are focused just on you analysts that are focused just on you know spectrum and the air interface know spectrum and the air interface know spectrum and the air interface they're they don't see it either because they're they don't see it either because they're they don't see it either because they they don't they don't have that they they don't they don't have that they they don't they don't have that background in actually developing mobile background in actually developing mobile background in actually developing mobile applications they don't have insights uh applications they don't have insights uh applications they don't have insights uh necessarily and this is a generalization necessarily and this is a generalization necessarily and this is a generalization of course of um you know mobile

of course of um you know mobile of course of um you know mobile architectures distributed computing architectures distributed computing architectures distributed computing architectures they don't understand that architectures they don't understand that architectures they don't understand that stuff I don't you telling me that people stuff I don't you telling me that people stuff I don't you telling me that people that don't really know what they're that don't really know what they're that don't really know what they're doing in one area get to make calls doing in one area get to make calls doing in one area get to make calls because they know how to do something because they know how to do something because they know how to do something well in another area is that where well in another area is that where well in another area is that where you're saying Leonard yes you're saying Leonard yes you're saying Leonard yes okay I just check yeah check y you okay I just check yeah check y you okay I just check yeah check y you around you you know wait a second the around you you know wait a second the around you you know wait a second the Telos are the experts in Mobile Telos are the experts in Mobile Telos are the experts in Mobile Computing they made mobile Computing Computing they made mobile Computing Computing they made mobile Computing possible I don't know what you're possible I don't know what you're possible I don't know what you're talking about Leonard they built the I talking about Leonard they built the I talking about Leonard they built the I mean and when Steve s came to them and mean and when Steve s came to them and mean and when Steve s came to them and said tell me about moob and they're like said tell me about moob and they're like said tell me about moob and they're like you don't know what you're talking about you don't know what you're talking about you don't know what you're talking about Steve let us tell you about how mobile Steve let us tell you about how mobile Steve let us tell you about how mobile Computing supposed to Computing supposed to Computing supposed to work and if they did so Rob I would I work and if they did so Rob I would I work and if they did so Rob I would I would argue if they did then Apple would would argue if they did then Apple would would argue if they did then Apple would not be not be not be apple apple wasn't at apple apple wasn't at apple apple wasn't at GTC I don't care of course they got GTC I don't care of course they got GTC I don't care of course they got other problems yeah they got AI problems other problems yeah they got AI problems other problems yeah they got AI problems yeah their problem is that they drank a yeah their problem is that they drank a yeah their problem is that they drank a Kool-Aid they pitched a new phone Kool-Aid they pitched a new phone Kool-Aid they pitched a new phone sales are based on this AI stuff that sales are based on this AI stuff that sales are based on this AI stuff that they did not deliver they have so much they did not deliver they have so much they did not deliver they have so much apple intelligence that they skip PTC apple intelligence that they skip PTC apple intelligence that they skip PTC well you know that was stupid to begin well you know that was stupid to begin well you know that was stupid to begin with um you know Craig fgi I think I I'm with um you know Craig fgi I think I I'm with um you know Craig fgi I think I I'm a bit disappointed with him I thought he a bit disappointed with him I thought he a bit disappointed with him I thought he have like a little bit more discernment have like a little bit more discernment have like a little bit more discernment when he was like seeing this chat GPT when he was like seeing this chat GPT when he was like seeing this chat GPT stuff but somebody somebody drank the stuff but somebody somebody drank the stuff but somebody somebody drank the Kool hard there um strategy was good but

Kool hard there um strategy was good but Kool hard there um strategy was good but um yeah you know what I I um yeah you know what I I um yeah you know what I I Your Vision Pro guy is now in charge of Your Vision Pro guy is now in charge of Your Vision Pro guy is now in charge of series AI after they got rid of the guy series AI after they got rid of the guy series AI after they got rid of the guy who did not who did not who did not deliver that's that's the big news this deliver that's that's the big news this deliver that's that's the big news this week behind the scenes of GTC as the AI week behind the scenes of GTC as the AI week behind the scenes of GTC as the AI Siri guy just didn't get it done Siri guy just didn't get it done Siri guy just didn't get it done remember he even came out a week ago remember he even came out a week ago remember he even came out a week ago saying I am totally embarrassed I'm saying I am totally embarrassed I'm saying I am totally embarrassed I'm sorry that kind of mayaula about how sorry that kind of mayaula about how sorry that kind of mayaula about how Apple screwed up so bad yeah but but Apple screwed up so bad yeah but but Apple screwed up so bad yeah but but what what did they screw up I mean other what what did they screw up I mean other what what did they screw up I mean other than they haven't delivered all the than they haven't delivered all the than they haven't delivered all the stuff they at WWDC last summer about how stuff they at WWDC last summer about how stuff they at WWDC last summer about how Apple intelligence is doing all this Apple intelligence is doing all this Apple intelligence is doing all this stuff they just did not stuff they just did not stuff they just did not deliveron who has delivered who's deler deliveron who has delivered who's deler deliveron who has delivered who's deler that's the point and you can actually that's the point and you can actually that's the point and you can actually argue that it was probably a good argue that it was probably a good argue that it was probably a good strategic move from Apple to do that strategic move from Apple to do that strategic move from Apple to do that because it bought them time so people because it bought them time so people because it bought them time so people realize it's [ __ ] we bought the realize it's [ __ ] we bought the realize it's [ __ ] we bought the phone and since there's no other phone and since there's no other phone and since there's no other alternative that is better it's a alternative that is better it's a alternative that is better it's a win-win so I think it was I would argue win-win so I think it was I would argue win-win so I think it was I would argue that probably those guys thought about that probably those guys thought about that probably those guys thought about this this this scenario but but here here's is it they scenario but but here here's is it they scenario but but here here's is it they needed a Fall Guy but is it that the needed a Fall Guy but is it that the needed a Fall Guy but is it that the whole you know in whole you know in whole you know in 2025 that is it that VR and AR to a user 2025 that is it that VR and AR to a user 2025 that is it that VR and AR to a user does not deliver or is it that arvr does not deliver or is it that arvr does not deliver or is it that arvr doesn't deliver the the the returns they doesn't deliver the the the returns they doesn't deliver the the the returns they want to the market which is do we have want to the market which is do we have want to the market which is do we have happy users with some version of arvr

happy users with some version of arvr happy users with some version of arvr that is working for them that is solving that is working for them that is solving that is working for them that is solving a business problem or do we just see a business problem or do we just see a business problem or do we just see that there you know apple is not selling that there you know apple is not selling that there you know apple is not selling 11,000 Vision Pros per second therefore 11,000 Vision Pros per second therefore 11,000 Vision Pros per second therefore this has failed no it hasn't failed did this has failed no it hasn't failed did this has failed no it hasn't failed did you it's it fails because people are you it's it fails because people are you it's it fails because people are looking at the wrong thing have you seen looking at the wrong thing have you seen looking at the wrong thing have you seen what black magic designs released just what black magic designs released just what black magic designs released just um the camera guys yeah they have a um the camera guys yeah they have a um the camera guys yeah they have a Vision Pro they have a v a apple Vision Pro they have a v a apple Vision Pro they have a v a apple spatial camera that they came out with spatial camera that they came out with spatial camera that they came out with studio quality they're going to be using studio quality they're going to be using studio quality they're going to be using this for um you this for um you this for um you know uh what is it um spatial or know uh what is it um spatial or know uh what is it um spatial or immersive media capture for sports immersive media capture for sports immersive media capture for sports events content have you guys seen the events content have you guys seen the events content have you guys seen the Metallica thing no you posted something Metallica thing no you posted something Metallica thing no you posted something about it it's freaking insane dude it's about it it's freaking insane dude it's about it it's freaking insane dude it's like you're up on it's an it's an like you're up on it's an it's an like you're up on it's an it's an experience that you will you cannot have experience that you will you cannot have experience that you will you cannot have without this technology you're like without this technology you're like without this technology you're like literally you have like James headfield literally you have like James headfield literally you have like James headfield sitting there staring you right in the sitting there staring you right in the sitting there staring you right in the face and blowing cigar face and blowing cigar face and blowing cigar smoke at you the only thing you don't smoke at you the only thing you don't smoke at you the only thing you don't pick up on is like the scent of his pick up on is like the scent of his pick up on is like the scent of his leather jacket and like this these toxic leather jacket and like this these toxic leather jacket and like this these toxic fumes coming at you basketball man once they get that in you basketball man once they get that in basketball all these different things it basketball all these different things it basketball all these different things it you know what um

you know what um you know what um and they come out with you know and then and they come out with you know and then and they come out with you know and then once they take whatever is in division once they take whatever is in division once they take whatever is in division Pro today and then put it into an SE Pro today and then put it into an SE Pro today and then put it into an SE version to make it more version to make it more version to make it more consumer it's going to be insane but consumer it's going to be insane but consumer it's going to be insane but it's a premium experience and not for it's a premium experience and not for it's a premium experience and not for everybody and they're gonna I mean everybody and they're gonna I mean everybody and they're gonna I mean Tiffany and I it's not VR man this is Tiffany and I it's not VR man this is Tiffany and I it's not VR man this is none of that [ __ ] that's what apple is none of that [ __ ] that's what apple is none of that [ __ ] that's what apple is they are investing in immersive they are investing in immersive they are investing in immersive experiences they're not it's not VR experiences they're not it's not VR experiences they're not it's not VR AR um I want to take this opportunity to AR um I want to take this opportunity to AR um I want to take this opportunity to announce to the market that there's a announce to the market that there's a announce to the market that there's a product coming out really soon it's product coming out really soon it's product coming out really soon it's called Robin Dave scratch and sniff when called Robin Dave scratch and sniff when called Robin Dave scratch and sniff when you have your Apple Vision pros and you have your Apple Vision pros and you have your Apple Vision pros and you're enjoying in this case Metallica's you're enjoying in this case Metallica's you're enjoying in this case Metallica's concert we will deliver to you things concert we will deliver to you things concert we will deliver to you things that you can scratch and we'll smell that you can scratch and we'll smell that you can scratch and we'll smell like whatever is on your display like whatever is on your display like whatever is on your display whatever it's on your screen whether whatever it's on your screen whether whatever it's on your screen whether it's leather cigar smoke crack pipes it's leather cigar smoke crack pipes it's leather cigar smoke crack pipes whatever it is it's a subscription model whatever it is it's a subscription model whatever it is it's a subscription model we'll give you the first month for free we'll give you the first month for free we'll give you the first month for free and after that it's only and after that it's only and after that it's only $99.99 for you know a month worth of $99.99 for you know a month worth of $99.99 for you know a month worth of consumables and we have 25% of gross consumables and we have 25% of gross consumables and we have 25% of gross revenue going to elevator kids.org revenue going to elevator kids.org revenue going to elevator kids.org because Rob and I we care so oh yeah because Rob and I we care so oh yeah because Rob and I we care so oh yeah better here first folks Robin Dave better here first folks Robin Dave better here first folks Robin Dave scratching sniff coming soon he said scratching sniff coming soon he said scratching sniff coming soon he said consumables yeah you know the the crazy thing I yeah you know the the crazy thing I don't mean to rain on your parade but don't mean to rain on your parade but don't mean to rain on your parade but they have companies that I saw in

they have companies that I saw in they have companies that I saw in 2015 that have a solution all kind it's 2015 that have a solution all kind it's 2015 that have a solution all kind it's a scent a scent a scent creating device of some sort yeah and creating device of some sort yeah and creating device of some sort yeah and they use it for yeah it's like it used they use it for yeah it's like it used they use it for yeah it's like it used in um um you know for uh perfume in um um you know for uh perfume in um um you know for uh perfume design that was like design that was like design that was like 2015 yeah but do you see how we have 2015 yeah but do you see how we have 2015 yeah but do you see how we have just talked about a multi-million doll just talked about a multi-million doll just talked about a multi-million doll product and and just reduced it down product and and just reduced it down product and and just reduced it down to David and Rob's scratch and sniff to David and Rob's scratch and sniff to David and Rob's scratch and sniff magical senting machine that's going to magical senting machine that's going to magical senting machine that's going to bring you that immersive experience that bring you that immersive experience that bring you that immersive experience that you know you're like I wish I could you know you're like I wish I could you know you're like I wish I could really smell what was going on real time I mean you know next you on real time I mean you know next you know what I know what's on the road map know what I know what's on the road map know what I know what's on the road map after that is you're going to have after that is you're going to have after that is you're going to have something that's going to give you that something that's going to give you that something that's going to give you that extra sensory perception that someone extra sensory perception that someone extra sensory perception that someone actually actually actually yesy right yesy right yesy right predictive somebody touched you reminds predictive somebody touched you reminds predictive somebody touched you reminds me of a song for the first me of a song for the first me of a song for the first time first time first time first time I mean I know your intro your intro time I mean I know your intro your intro time I mean I know your intro your intro could be like there you go like there you go boom so yeah let's give uh Yen the last boom so yeah let's give uh Yen the last boom so yeah let's give uh Yen the last word dude so what do you think about all word dude so what do you think about all word dude so what do you think about all the the the silliness or do you think it's silliness or do you think it's silliness or do you think it's great all the silliness I think it's

great how long do you think we've come great how long do you think we've come since the the the um generative AI since the the the um generative AI since the the the um generative AI episode that we did a long time ago episode that we did a long time ago episode that we did a long time ago remember that one oh man yeah I remember remember that one oh man yeah I remember remember that one oh man yeah I remember that I think you've come along long ways that I think you've come along long ways that I think you've come along long ways but uh U I think now that the generative but uh U I think now that the generative but uh U I think now that the generative ey is is ey is is ey is is so spread out and hyped I think it's so spread out and hyped I think it's so spread out and hyped I think it's hard for anybody to really understand hard for anybody to really understand hard for anybody to really understand what's good what's what's good what's what's good what's bad um and especially for like bad um and especially for like bad um and especially for like manufacturers out there uh start to manufacturers out there uh start to manufacturers out there uh start to understand what is the use case for it understand what is the use case for it understand what is the use case for it everybody's coming with their product everybody's coming with their product everybody's coming with their product that a year or two years ago didn't know that a year or two years ago didn't know that a year or two years ago didn't know anything about General tvi now it's all anything about General tvi now it's all anything about General tvi now it's all General tvi but it's hard to understand General tvi but it's hard to understand General tvi but it's hard to understand like what what bill is saying well why like what what bill is saying well why like what what bill is saying well why why why are we doing this when we can do why why are we doing this when we can do why why are we doing this when we can do it with our existing technology like it with our existing technology like it with our existing technology like like we're using uh we're using uh like we're using uh we're using uh like we're using uh we're using uh traditional models uh not in tbii to do traditional models uh not in tbii to do traditional models uh not in tbii to do what we are doing but everybody's come what we are doing but everybody's come what we are doing but everybody's come and say now you got to change and I I I and say now you got to change and I I I and say now you got to change and I I I see a lot of opportunities with AI but see a lot of opportunities with AI but see a lot of opportunities with AI but it's not in our traditional world of of it's not in our traditional world of of it's not in our traditional world of of understanding uh insights on our understanding uh insights on our understanding uh insights on our machines and uh those kind of things machines and uh those kind of things machines and uh those kind of things it's it's something completely different it's it's something completely different it's it's something completely different like for example evaluating what our like for example evaluating what our like for example evaluating what our customers are saying about our equipment customers are saying about our equipment customers are saying about our equipment stuff like that that's generativity I stuff like that that's generativity I stuff like that that's generativity I kind of solution but uh but what we're kind of solution but uh but what we're kind of solution but uh but what we're doing on the plant floor um there there doing on the plant floor um there there doing on the plant floor um there there are some opportunities I think with uh are some opportunities I think with uh are some opportunities I think with uh uh uh uh operator uh almost like AR kind of stuff operator uh almost like AR kind of stuff operator uh almost like AR kind of stuff with youbi there's a couple products out

with youbi there's a couple products out with youbi there's a couple products out there that um will have you actually there that um will have you actually there that um will have you actually record your Sops but virtually so that record your Sops but virtually so that record your Sops but virtually so that you can have somebody else go with their you can have somebody else go with their you can have somebody else go with their phone and get guided to it with phone and get guided to it with phone and get guided to it with generative AI kind of tools I can see generative AI kind of tools I can see generative AI kind of tools I can see that um but the traditional stuff it's that um but the traditional stuff it's that um but the traditional stuff it's it's uh it's it's what it's always been it's uh it's it's what it's always been it's uh it's it's what it's always been digital twin stuff it's what it always digital twin stuff it's what it always digital twin stuff it's what it always been it's not been it's not been it's not wow well well just put a conventional wow well well just put a conventional wow well well just put a conventional you know layer on top of it using gen you know layer on top of it using gen you know layer on top of it using gen and then you can take the box I do believe it's true you the box I do believe it's true you the ability to ask question to the thing and ability to ask question to the thing and ability to ask question to the thing and get good answers based on your data back get good answers based on your data back get good answers based on your data back in good but I have a warning I have a in good but I have a warning I have a in good but I have a warning I have a warning just make sure that the guy next warning just make sure that the guy next warning just make sure that the guy next to you doesn't say hey Siri can you to you doesn't say hey Siri can you to you doesn't say hey Siri can you lower the volume lower the volume lower the volume 30% yeah yeah hey I did have an example 30% yeah yeah hey I did have an example 30% yeah yeah hey I did have an example of something of something of something this from this last week I may have told this from this last week I may have told this from this last week I may have told you so I used and I pay for anthropic you so I used and I pay for anthropic you so I used and I pay for anthropic for Claude and Son it and um I used it for Claude and Son it and um I used it for Claude and Son it and um I used it to upgrade you know my thunderstuck to upgrade you know my thunderstuck to upgrade you know my thunderstuck technology iot digital twin [ __ ] anyway technology iot digital twin [ __ ] anyway technology iot digital twin [ __ ] anyway I upgraded it the SDK part on the device I upgraded it the SDK part on the device I upgraded it the SDK part on the device doing the data stream into the platform doing the data stream into the platform doing the data stream into the platform it helped me upgrade it to support HTTP it helped me upgrade it to support HTTP it helped me upgrade it to support HTTP 3 also known as quick UDP based deal as 3 also known as quick UDP based deal as 3 also known as quick UDP based deal as and TLS 1.3 to be more and TLS 1.3 to be more and TLS 1.3 to be more secure and it worked and but just so all

secure and it worked and but just so all secure and it worked and but just so all you developers who think you're going to you developers who think you're going to you developers who think you're going to be put out of a job there's a difference be put out of a job there's a difference be put out of a job there's a difference between being a coder and a little mini between being a coder and a little mini between being a coder and a little mini me architect you have to work with it me architect you have to work with it me architect you have to work with it you actually have to know Steer the you actually have to know Steer the you actually have to know Steer the truck where you're going to and you have truck where you're going to and you have truck where you're going to and you have to know because it gave me wrong answers to know because it gave me wrong answers to know because it gave me wrong answers and I was like no that's how it would and I was like no that's how it would and I was like no that's how it would work in the last version a visual studio work in the last version a visual studio work in the last version a visual studio or C 70 I go up and they go and it's or C 70 I go up and they go and it's or C 70 I go up and they go and it's funny anthropic would always go oh yeah funny anthropic would always go oh yeah funny anthropic would always go oh yeah you're right I'm wrong it was almost like you know wrong it was almost like you know they're trying to make it friendly they're trying to make it friendly they're trying to make it friendly almost and it's like it it there was almost and it's like it it there was almost and it's like it it there was like about seven or eight times when it like about seven or eight times when it like about seven or eight times when it gave me almost the right answer but it gave me almost the right answer but it gave me almost the right answer but it wouldn't work right and I was like no do wouldn't work right and I was like no do wouldn't work right and I was like no do it the way a boilerplate thing would be it the way a boilerplate thing would be it the way a boilerplate thing would be in Visual Studio not this weird way oh in Visual Studio not this weird way oh in Visual Studio not this weird way oh you're right and so ultimately I got you're right and so ultimately I got you're right and so ultimately I got there but it wouldn't have gotten there there but it wouldn't have gotten there there but it wouldn't have gotten there if I didn't already kind of know at a if I didn't already kind of know at a if I didn't already kind of know at a metal level how things have to work uh metal level how things have to work uh metal level how things have to work uh you know what I mean um but I was but I you know what I mean um but I was but I you know what I mean um but I was but I got it and now I've got got it and now I've got got it and now I've got htb3 it's good tool yeah now move up to htb3 it's good tool yeah now move up to htb3 it's good tool yeah now move up to dtls well yeah I mean obviously we're dtls well yeah I mean obviously we're dtls well yeah I mean obviously we're going to have that on top of that yeah going to have that on top of that yeah going to have that on top of that yeah yeah absolutely you know and so now the yeah absolutely you know and so now the yeah absolutely you know and so now the funny thing is is a lot of the clouds funny thing is is a lot of the clouds funny thing is is a lot of the clouds you know do doing you know quick and TLS you know do doing you know quick and TLS you know do doing you know quick and TLS cuz quick hp3 requires tls1 .3 in order cuz quick hp3 requires tls1 .3 in order cuz quick hp3 requires tls1 .3 in order to work which is great but not to work which is great but not to work which is great but not everybody's got that combo working just everybody's got that combo working just everybody's got that combo working just yet yeah so you know that's that's very yet yeah so you know that's that's very yet yeah so you know that's that's very scary Rob cuz you just you just scary Rob cuz you just you just scary Rob cuz you just you just decimated you know uh the market for um

decimated you know uh the market for um decimated you know uh the market for um HMI instructions you know how you have HMI instructions you know how you have HMI instructions you know how you have the nonexpert person looking at the the nonexpert person looking at the the nonexpert person looking at the screen and following instructions on the screen and following instructions on the screen and following instructions on the screen this this is a problem like we screen this this is a problem like we screen this this is a problem like we can let's not hand let's not hand the can let's not hand let's not hand the can let's not hand let's not hand the the icbms and the nuclear subs to the oh the icbms and the nuclear subs to the oh the icbms and the nuclear subs to the oh yeah oh yeah that's why that's why all yeah oh yeah that's why that's why all yeah oh yeah that's why that's why all the guys who uh thought they're going to the guys who uh thought they're going to the guys who uh thought they're going to do ran automation by having chat GPD do ran automation by having chat GPD do ran automation by having chat GPD spit out uh network uh config scripts uh spit out uh network uh config scripts uh spit out uh network uh config scripts uh they backed off of that [ __ ] really they backed off of that [ __ ] really they backed off of that [ __ ] really quick um look it's just a you know don't quick um look it's just a you know don't quick um look it's just a you know don't listen to nonsense the the biggest job listen to nonsense the the biggest job listen to nonsense the the biggest job of any technologist is to filter out all of any technologist is to filter out all of any technologist is to filter out all the BS otherwise you're going to get the BS otherwise you're going to get the BS otherwise you're going to get your company in trouble flat out now I your company in trouble flat out now I your company in trouble flat out now I just want to say that cuz I'm getting just want to say that cuz I'm getting just want to say that cuz I'm getting sick and tired of the BS and there's too sick and tired of the BS and there's too sick and tired of the BS and there's too much out there it's incredible but much out there it's incredible but much out there it's incredible but anyways um I think we have to wrap it up anyways um I think we have to wrap it up anyways um I think we have to wrap it up um David do your um David do your um David do your job you have done it you should job you have done it you should job you have done it you should congratulate yourself you have made it congratulate yourself you have made it congratulate yourself you have made it through another episode of iot coffee through another episode of iot coffee through another episode of iot coffee talk remember while you hear from us talk remember while you hear from us talk remember while you hear from us should not drive you to make any should not drive you to make any should not drive you to make any Financial or healthcare related Financial or healthcare related Financial or healthcare related decisions for that matter this group is decisions for that matter this group is decisions for that matter this group is tied in at the highest levels of tied in at the highest levels of tied in at the highest levels of Enterprise leadership we are not stuck Enterprise leadership we are not stuck Enterprise leadership we are not stuck in procurement we know what's happening in procurement we know what's happening in procurement we know what's happening so thank you for hanging out uh remember so thank you for hanging out uh remember so thank you for hanging out uh remember if if you didn't hear here if you did if if you didn't hear here if you did if if you didn't hear here if you did not hear hear it I don't I can't even not hear hear it I don't I can't even not hear hear it I don't I can't even speak now if you didn't get it from us

speak now if you didn't get it from us speak now if you didn't get it from us don't make any moves if you have any don't make any moves if you have any don't make any moves if you have any extra money donate look at Rob's hoodie extra money donate look at Rob's hoodie extra money donate look at Rob's hoodie Elevate our kids.org we are trying to Elevate our kids.org we are trying to Elevate our kids.org we are trying to close this digital divide yes iot buy close this digital divide yes iot buy close this digital divide yes iot buy the hoodies fund the program get kids the hoodies fund the program get kids the hoodies fund the program get kids some laptops so they can do homework uh some laptops so they can do homework uh some laptops so they can do homework uh away from the school and uh we thank you away from the school and uh we thank you away from the school and uh we thank you for being here um we thank to all of our for being here um we thank to all of our for being here um we thank to all of our friends that listen to us and they friends that listen to us and they friends that listen to us and they remain friends after we talk about the remain friends after we talk about the remain friends after we talk about the things that they wish that they could things that they wish that they could things that they wish that they could say but they don't but we do it for them say but they don't but we do it for them say but they don't but we do it for them because we like our friends in Industry because we like our friends in Industry because we like our friends in Industry so thank you very much we will see you so thank you very much we will see you so thank you very much we will see you here next week right here at this time here next week right here at this time here next week right here at this time on iot Coffee Talk peace out be safe