IoT Coffee Talk: Episode 229 - It's All About Attention

[Music] [Music] w [Applause] [Applause] hey little grunge from hey little grunge from hey little grunge from Seattle yeah yes yes yes Scrat from Seattle yeah yes yes yes Scrat from Seattle yeah yes yes yes Scrat from [Applause] [Applause] [Applause] Seattle hey every Seattle hey every Seattle hey every welcome to iot Coffee welcome to iot Coffee welcome to iot Coffee Talk people in Seattle are cool Pete Talk people in Seattle are cool Pete Talk people in Seattle are cool Pete Bernard was hanging out by the screaming Bernard was hanging out by the screaming Bernard was hanging out by the screaming trees that is the only thing that's cool trees that is the only thing that's cool trees that is the only thing that's cool about Seattle a guy that's sucked in by about Seattle a guy that's sucked in by about Seattle a guy that's sucked in by the Black Hole Sun oh my go yeah well I the Black Hole Sun oh my go yeah well I the Black Hole Sun oh my go yeah well I think San Francisco or the Bay Area got think San Francisco or the Bay Area got think San Francisco or the Bay Area got sucked in by the Black Hole Sun because sucked in by the Black Hole Sun because sucked in by the Black Hole Sun because it was 93 degrees yikes is that crazy it was 93 degrees yikes is that crazy it was 93 degrees yikes is that crazy that happened I I don't know it's like that happened I I don't know it's like that happened I I don't know it's like you know something that you guys are you know something that you guys are you know something that you guys are really familiar with now nowadays which really familiar with now nowadays which really familiar with now nowadays which is that is uncomfortable whatever the is that is uncomfortable whatever the is that is uncomfortable whatever the hell the heat Dome is it's never hot in hell the heat Dome is it's never hot in hell the heat Dome is it's never hot in San Francisco that's San Francisco that's San Francisco that's wild yeah yeah and so I was I was packed wild yeah yeah and so I was I was packed wild yeah yeah and so I was I was packed kind of warm yeah I get up there I'm kind of warm yeah I get up there I'm kind of warm yeah I get up there I'm like sweating like a dog you know it was like sweating like a dog you know it was like sweating like a dog you know it was horrible yeah usually SF is nice and horrible yeah usually SF is nice and horrible yeah usually SF is nice and crispy and windy so yeah this time of crispy and windy so yeah this time of crispy and windy so yeah this time of year what were you doing in San

year what were you doing in San year what were you doing in San Francisco well I wasn't in San Francisco Francisco well I wasn't in San Francisco Francisco well I wasn't in San Francisco I was in Meto Park I was in Meto Park I was in Meto Park I was at that whole unrelated to San I was at that whole unrelated to San I was at that whole unrelated to San Francisco it's not San Francisco it's not San Francisco it's not San Francisco different climate well you Francisco different climate well you Francisco different climate well you know it's by the water it's by the know it's by the water it's by the know it's by the water it's by the freaking water right the whole thing freaking water right the whole thing freaking water right the whole thing so no I was um I was at a new conference so no I was um I was at a new conference so no I was um I was at a new conference or a summit that Cadence systems put or a summit that Cadence systems put or a summit that Cadence systems put together called together called together called f. and the whole mission of it is to f. and the whole mission of it is to f. and the whole mission of it is to Foster diversity get women more involved Foster diversity get women more involved Foster diversity get women more involved in Tech and in particular AI you know in Tech and in particular AI you know in Tech and in particular AI you know against this hypothesis that AI is going against this hypothesis that AI is going against this hypothesis that AI is going to be a to be a to be a revolution but it it ended up being a revolution but it it ended up being a revolution but it it ended up being a really human it was good man I was really human it was good man I was really human it was good man I was surprised I didn't know what to expect surprised I didn't know what to expect surprised I didn't know what to expect you know what I'm saying and the guests you know what I'm saying and the guests you know what I'm saying and the guests that they brought on were just amazing that they brought on were just amazing that they brought on were just amazing individuals it was like holy it's like individuals it was like holy it's like individuals it was like holy it's like what have I done with my what have I done with my what have I done with my life I mean it was like weird because life I mean it was like weird because life I mean it was like weird because they make you feel like C C but then they make you feel like C C but then they make you feel like C C but then they instill you with this sense of they instill you with this sense of they instill you with this sense of wonder and just inspiration you know wonder and just inspiration you know wonder and just inspiration you know it's like okay well at least for my it's like okay well at least for my it's like okay well at least for my daughter maybe not for my life daughter maybe not for my life daughter maybe not for my life but yeah we for funnel that energy from but yeah we for funnel that energy from but yeah we for funnel that energy from that event and chart your new path there that event and chart your new path there that event and chart your new path there you go there you go basically they think you go there you go basically they think you go there you go basically they think AI is Revolution but they're worried

AI is Revolution but they're worried AI is Revolution but they're worried about a tech bro future about a tech bro future about a tech bro future yes yeah a testosterone driven AI future yes yeah a testosterone driven AI future yes yeah a testosterone driven AI future yeah exactly the uh Port workers are yeah exactly the uh Port workers are yeah exactly the uh Port workers are saying no to automation so those guys um saying no to automation so those guys um saying no to automation so those guys um yeah that's true putting their foot down yeah that's true putting their foot down yeah that's true putting their foot down that's pretty interesting in a a strike that's pretty interesting in a a strike that's pretty interesting in a a strike usually it's just about money or maybe usually it's just about money or maybe usually it's just about money or maybe pensions or other things like that but pensions or other things like that but pensions or other things like that but I've never heard of them say no I've never heard of them say no I've never heard of them say no automation automation automation allowed yeah tough one it's wild I mean allowed yeah tough one it's wild I mean allowed yeah tough one it's wild I mean what do you say to that I mean we were what do you say to that I mean we were what do you say to that I mean we were just talking about that Leonard how far just talking about that Leonard how far just talking about that Leonard how far behind we are on everything and now behind we are on everything and now behind we are on everything and now especially um I tagged you on a tweet especially um I tagged you on a tweet especially um I tagged you on a tweet you gotta look at it oh yeah yeah it has you gotta look at it oh yeah yeah it has you gotta look at it oh yeah yeah it has some great video of the Automation in some great video of the Automation in some great video of the Automation in China at the ports and then these guys China at the ports and then these guys China at the ports and then these guys here are are striking and saying no to here are are striking and saying no to here are are striking and saying no to automation meanwhile you know this is automation meanwhile you know this is automation meanwhile you know this is going to greatly impact Americans right going to greatly impact Americans right going to greatly impact Americans right now so I'm like what do you do with that now so I'm like what do you do with that now so I'm like what do you do with that I don't even know what direction they're I don't even know what direction they're I don't even know what direction they're what I heard this morning I was what I heard this morning I was what I heard this morning I was listening to Fox Business and they were listening to Fox Business and they were listening to Fox Business and they were talking to the head of the port of LA talking to the head of the port of LA talking to the head of the port of LA because the West Coast doesn't have this because the West Coast doesn't have this because the West Coast doesn't have this problem right right um and so um they problem right right um and so um they problem right right um and so um they make more money but they talk about they make more money but they talk about they make more money but they talk about they do Automation and they said the result do Automation and they said the result do Automation and they said the result is they're actually getting more jobs um is they're actually getting more jobs um is they're actually getting more jobs um because they're getting greater because they're getting greater because they're getting greater throughput through Long Beach and stuff throughput through Long Beach and stuff throughput through Long Beach and stuff like that because of Automation and it's

like that because of Automation and it's like that because of Automation and it's actually causing them to have more actually causing them to have more actually causing them to have more people yeah Port of Tacoma same thing people yeah Port of Tacoma same thing people yeah Port of Tacoma same thing there's actually if people want to go there's actually if people want to go there's actually if people want to go online there's an organization called online there's an organization called online there's an organization called Maritime Maritime Maritime blue that a friend of mine runs and you blue that a friend of mine runs and you blue that a friend of mine runs and you know Rob all those folks Josh Berger I know Rob all those folks Josh Berger I know Rob all those folks Josh Berger I think pretty cool if you want to learn think pretty cool if you want to learn think pretty cool if you want to learn about the maritime industry and all the about the maritime industry and all the about the maritime industry and all the tech going on there but yeah it's total tech going on there but yeah it's total tech going on there but yeah it's total it's it's really it's it's it's got to it's it's really it's it's it's got to it's it's really it's it's it's got to happen I mean it's well we need those happen I mean it's well we need those happen I mean it's well we need those guys to on the west coast to meet up guys to on the west coast to meet up guys to on the west coast to meet up with the guys on the east coast and Tech with the guys on the east coast and Tech with the guys on the east coast and Tech Southern and give them a little bit of Southern and give them a little bit of Southern and give them a little bit of thought about what they're doing with thought about what they're doing with thought about what they're doing with Automation and how it's changing Automation and how it's changing Automation and how it's changing things well I mean you know change is things well I mean you know change is things well I mean you know change is scary especially if um you're trying to scary especially if um you're trying to scary especially if um you're trying to instill change in something that's been instill change in something that's been instill change in something that's been the same way for a really long time yeah the same way for a really long time yeah the same way for a really long time yeah you're absolutely right you know I you're absolutely right you know I you're absolutely right you know I mean CH the application of all these mean CH the application of all these mean CH the application of all these Leading Edge Technologies in China is Leading Edge Technologies in China is Leading Edge Technologies in China is absolutely frightening and this is why absolutely frightening and this is why absolutely frightening and this is why why rob you know you know this really why rob you know you know this really why rob you know you know this really well I mean Ericson uh when they saw well I mean Ericson uh when they saw well I mean Ericson uh when they saw what the the Swedish government was what the the Swedish government was what the the Swedish government was going to do with Huawei sanctions there going to do with Huawei sanctions there going to do with Huawei sanctions there and they were faced with this dilemma of and they were faced with this dilemma of and they were faced with this dilemma of being kicked literally kicked out of being kicked literally kicked out of being kicked literally kicked out of China Market they freaked out because China Market they freaked out because China Market they freaked out because that's where all the use cases are I that's where all the use cases are I that's where all the use cases are I mean private networks iot you know mean private networks iot you know mean private networks iot you know whether it's whether it's whether it's redcap um whether it's uh you know nbiot redcap um whether it's uh you know nbiot redcap um whether it's uh you know nbiot all these things that just don't seem all these things that just don't seem all these things that just don't seem possible anywhere else China is freaking possible anywhere else China is freaking possible anywhere else China is freaking making this stuff happen but then it making this stuff happen but then it making this stuff happen but then it that's just the connectivity side of

that's just the connectivity side of that's just the connectivity side of stuff then you look at all the other stuff then you look at all the other stuff then you look at all the other things that they're being driven now to things that they're being driven now to things that they're being driven now to innovate on from Silicon on innovate on from Silicon on innovate on from Silicon on up it's you know it it's actually pretty up it's you know it it's actually pretty up it's you know it it's actually pretty dangerous to be sitting on our butts you dangerous to be sitting on our butts you dangerous to be sitting on our butts you know what I'm saying I mean seriously know what I'm saying I mean seriously know what I'm saying I mean seriously that's why you know I'm starting to say that's why you know I'm starting to say that's why you know I'm starting to say don't don't dis on 5G yeah it don't don't dis on 5G yeah it don't don't dis on 5G yeah it disappointed because you had a bunch of disappointed because you had a bunch of disappointed because you had a bunch of marketers you know P BS but don't lose marketers you know P BS but don't lose marketers you know P BS but don't lose sight of the fact that this is going to sight of the fact that this is going to sight of the fact that this is going to be really be really be really important and uh you know don't get important and uh you know don't get important and uh you know don't get caught in the trough of disillusionment caught in the trough of disillusionment caught in the trough of disillusionment you know yeah you know it's an important you know yeah you know it's an important you know yeah you know it's an important thing to learn in big business thing to learn in big business thing to learn in big business especially multinational corporations is especially multinational corporations is especially multinational corporations is you really got to have your finger on you really got to have your finger on you really got to have your finger on the pulse of geopolitics because it does the pulse of geopolitics because it does the pulse of geopolitics because it does play a huge role in in the success of play a huge role in in the success of play a huge role in in the success of your business and I remember I'm sure your business and I remember I'm sure your business and I remember I'm sure the you know Prime Ministers king and the you know Prime Ministers king and the you know Prime Ministers king and queen of Sweden freaking out when the queen of Sweden freaking out when the queen of Sweden freaking out when the Ericson CEO borer said we will leave Ericson CEO borer said we will leave Ericson CEO borer said we will leave Sweden if we have to um you know because Sweden if we have to um you know because Sweden if we have to um you know because he was so concerned with losing the he was so concerned with losing the he was so concerned with losing the China China China Market it's like how could that ever Market it's like how could that ever Market it's like how could that ever happen you know right yeah yeah there's happen you know right yeah yeah there's happen you know right yeah yeah there's this term called Tech diplomacy which I this term called Tech diplomacy which I this term called Tech diplomacy which I really like and I think it's like every really like and I think it's like every really like and I think it's like every tech company now needs some sort of kind tech company now needs some sort of kind tech company now needs some sort of kind of diplomacy strategy you know and of diplomacy strategy you know and of diplomacy strategy you know and geopolitical strategy I mean even just geopolitical strategy I mean even just geopolitical strategy I mean even just from the obvious supply chain from the obvious supply chain from the obvious supply chain applications you know selling in getting

applications you know selling in getting applications you know selling in getting supplies out you know Talent IP it's supplies out you know Talent IP it's supplies out you know Talent IP it's it's such an important part there's a it's such an important part there's a it's such an important part there's a there's a an organization called The there's a an organization called The there's a an organization called The Croc Institute of tech diplomacy that I Croc Institute of tech diplomacy that I Croc Institute of tech diplomacy that I started working with last year which is started working with last year which is started working with last year which is pretty cool I don't know Rob do you know pretty cool I don't know Rob do you know pretty cool I don't know Rob do you know those guys I don't they're out of Purdue those guys I don't they're out of Purdue those guys I don't they're out of Purdue they're actually based at Purdue they're actually based at Purdue they're actually based at Purdue University and they do all this it's a University and they do all this it's a University and they do all this it's a lot of diplomats frankly um and lot of diplomats frankly um and lot of diplomats frankly um and Washington DC folks but they try to find Washington DC folks but they try to find Washington DC folks but they try to find the intersection of technology and the intersection of technology and the intersection of technology and diplomacy and do like educational diplomacy and do like educational diplomacy and do like educational courses and other things like that so I courses and other things like that so I courses and other things like that so I think they got a bunch of stuff on think they got a bunch of stuff on think they got a bunch of stuff on YouTube so if people want to kind of dig YouTube so if people want to kind of dig YouTube so if people want to kind of dig into that I think it's really cool space into that I think it's really cool space into that I think it's really cool space because it's like this merging of the because it's like this merging of the because it's like this merging of the geopolitics and the tech and like as a geopolitics and the tech and like as a geopolitics and the tech and like as a tech company you need to have you need tech company you need to have you need tech company you need to have you need to be thinking about that you need a to be thinking about that you need a to be thinking about that you need a strategy there so well and if you're strategy there so well and if you're strategy there so well and if you're thinking about different regions of the thinking about different regions of the thinking about different regions of the world too the way the regions of the world too the way the regions of the world too the way the regions of the world fund technology is so different world fund technology is so different world fund technology is so different yeah and if you don't understand the yeah and if you don't understand the yeah and if you don't understand the sources of the funding and how the money sources of the funding and how the money sources of the funding and how the money is flowing and how they're investing and is flowing and how they're investing and is flowing and how they're investing and how we invest at the FED state and local how we invest at the FED state and local how we invest at the FED state and local level very differently like those are level very differently like those are level very differently like those are such those are such impactful things as such those are such impactful things as such those are such impactful things as to what some some of those reasons of to what some some of those reasons of to what some some of those reasons of why we are slow in the states is because why we are slow in the states is because why we are slow in the states is because of the way we fund and the way we build of the way we fund and the way we build of the way we fund and the way we build out infrastructure whereas in China it out infrastructure whereas in China it out infrastructure whereas in China it it's is definitely government mandated it's is definitely government mandated it's is definitely government mandated and controlled and there's different and controlled and there's different and controlled and there's different things from a money perspective of how things from a money perspective of how things from a money perspective of how that flow impacts their Innovation so that flow impacts their Innovation so that flow impacts their Innovation so what can you do differently when you what can you do differently when you what can you do differently when you don't have the funding coming down the

don't have the funding coming down the don't have the funding coming down the same way so you know kind of a related same way so you know kind of a related same way so you know kind of a related uh topic I was talking to someone the uh topic I was talking to someone the uh topic I was talking to someone the other day and from Abu Dhabi and they're other day and from Abu Dhabi and they're other day and from Abu Dhabi and they're they're working on this new uh llm they're working on this new uh llm they're working on this new uh llm called the Falcon which is a small called the Falcon which is a small called the Falcon which is a small language model I don't if youve heard of language model I don't if youve heard of language model I don't if youve heard of it to the tii I think is the it's a it to the tii I think is the it's a it to the tii I think is the it's a university out there 24 stuff or 42 university out there 24 stuff or 42 university out there 24 stuff or 42 stuff stuff stuff g42 yeah I think so it's like a it's g42 yeah I think so it's like a it's g42 yeah I think so it's like a it's designed to run on Edge Equipment designed to run on Edge Equipment designed to run on Edge Equipment basically it's it's an M for Edge basically it's it's an M for Edge basically it's it's an M for Edge Equipment oh okay that's different what Equipment oh okay that's different what Equipment oh okay that's different what they were saying was that there's this they were saying was that there's this they were saying was that there's this the term is called Sovereign AI so it's the term is called Sovereign AI so it's the term is called Sovereign AI so it's like every country Every Nation needs to like every country Every Nation needs to like every country Every Nation needs to build out their own AI muscle because build out their own AI muscle because build out their own AI muscle because they don't want to be dependent on they don't want to be dependent on they don't want to be dependent on Redmond here up the street or right or Redmond here up the street or right or Redmond here up the street or right or AWS across the water for all of their AI AWS across the water for all of their AI AWS across the water for all of their AI models and all their AI services so like models and all their AI services so like models and all their AI services so like every country is funding you know every country is funding you know every country is funding you know universities to build out expertise in universities to build out expertise in universities to build out expertise in AI models especially generative AI so AI models especially generative AI so AI models especially generative AI so they have their own sort of you know they have their own sort of you know they have their own sort of you know it's almost like what was the back way it's almost like what was the back way it's almost like what was the back way back in the day when the clouds were back in the day when the clouds were back in the day when the clouds were starting it's like Sovereign clouds starting it's like Sovereign clouds starting it's like Sovereign clouds right it's like well you got to keep all right it's like well you got to keep all right it's like well you got to keep all the German data in Germany um and so we the German data in Germany um and so we the German data in Germany um and so we need to stand up our own data center need to stand up our own data center need to stand up our own data center with its own thing it's like Sovereign with its own thing it's like Sovereign with its own thing it's like Sovereign AI has now become a thing where it's AI has now become a thing where it's AI has now become a thing where it's like each country needs to have some like each country needs to have some like each country needs to have some control over the models and the AI control over the models and the AI control over the models and the AI infrastructure so they're not be so infrastructure so they're not be so infrastructure so they're not be so aside from the commercial side it's the aside from the commercial side it's the aside from the commercial side it's the universities as well as the government universities as well as the government universities as well as the government entities that that realize they're going entities that that realize they're going entities that that realize they're going to lose control if they're not playing to lose control if they're not playing to lose control if they're not playing in the game themselves and developing in the game themselves and developing in the game themselves and developing their own models yeah so it's their own models yeah so it's their own models yeah so it's fascinating yeah I mean that that's what

fascinating yeah I mean that that's what fascinating yeah I mean that that's what that's the thing that Nvidia or that's the thing that Nvidia or that's the thing that Nvidia or especially Jensen has been evangelizing especially Jensen has been evangelizing especially Jensen has been evangelizing across the world across the world across the world right but we'll see how long that that right but we'll see how long that that right but we'll see how long that that all about the Nvidia chips yeah make all about the Nvidia chips yeah make all about the Nvidia chips yeah make sure you uh buy some of our chips and sure you uh buy some of our chips and sure you uh buy some of our chips and then make your own models well you know then make your own models well you know then make your own models well you know interesting because if you if you think interesting because if you if you think interesting because if you if you think about it Mo I mean Jensen's proba you about it Mo I mean Jensen's proba you about it Mo I mean Jensen's proba you know actually Jensen is thinking about know actually Jensen is thinking about know actually Jensen is thinking about two three steps ahead of any Wall Street two three steps ahead of any Wall Street two three steps ahead of any Wall Street analyst or any analyst quite honestly analyst or any analyst quite honestly analyst or any analyst quite honestly because um I've been calling that I I've because um I've been calling that I I've because um I've been calling that I I've been focusing on the fact that what been focusing on the fact that what been focusing on the fact that what everyone's going nuts over in terms of everyone's going nuts over in terms of everyone's going nuts over in terms of the market opportunity is generative Ai the market opportunity is generative Ai the market opportunity is generative Ai supercomputing and so if you listen to supercomputing and so if you listen to supercomputing and so if you listen to the podcast I did with Dylan Patel um the podcast I did with Dylan Patel um the podcast I did with Dylan Patel um you know I was kind of Le leading him you know I was kind of Le leading him you know I was kind of Le leading him you know stringing him along with the you know stringing him along with the you know stringing him along with the questions but here he he said this thing questions but here he he said this thing questions but here he he said this thing which was really hilarious and and I was which was really hilarious and and I was which was really hilarious and and I was surprised when he arrived at it uh he surprised when he arrived at it uh he surprised when he arrived at it uh he said that nobody makes money off of said that nobody makes money off of said that nobody makes money off of supercomputing most of this stuff is supercomputing most of this stuff is supercomputing most of this stuff is funded by governments because it's a funded by governments because it's a funded by governments because it's a loss leader there's no money in it loss leader there's no money in it loss leader there's no money in it monetization of any outcome of of monetization of any outcome of of monetization of any outcome of of supercomputing is oftentimes really supercomputing is oftentimes really supercomputing is oftentimes really really small compared to what you know really small compared to what you know really small compared to what you know all these folks are talking about in all these folks are talking about in all these folks are talking about in terms of a AI Revolution Tam and um you terms of a AI Revolution Tam and um you terms of a AI Revolution Tam and um you gotta hand it to Jensen this is a gotta hand it to Jensen this is a gotta hand it to Jensen this is a brilliant way of just creating a massive brilliant way of just creating a massive brilliant way of just creating a massive T for AI supercomputing but the thing is T for AI supercomputing but the thing is T for AI supercomputing but the thing is is the End Market uh End Market Value

is the End Market uh End Market Value is the End Market uh End Market Value might actually be really really small might actually be really really small might actually be really really small and um a lot of the stuff might just not and um a lot of the stuff might just not and um a lot of the stuff might just not end up going anywhere because it it end up going anywhere because it it end up going anywhere because it it might not be economically viable to might not be economically viable to might not be economically viable to train your own um train your own um train your own um massive National model it probably massive National model it probably massive National model it probably doesn't make any sense because if you doesn't make any sense because if you doesn't make any sense because if you have a good foundational model that have a good foundational model that have a good foundational model that is minimally bias that might be good is minimally bias that might be good is minimally bias that might be good enough you know you don't have to invest enough you know you don't have to invest enough you know you don't have to invest bajillions of dollars and do all this bajillions of dollars and do all this bajillions of dollars and do all this ridiculous crap with data center build ridiculous crap with data center build ridiculous crap with data center build outs to get whatever outs to get whatever outs to get whatever value that you know you might anticipate value that you know you might anticipate value that you know you might anticipate out of a large language model so yeah out of a large language model so yeah out of a large language model so yeah and you have to wonder with a lot of the and you have to wonder with a lot of the and you have to wonder with a lot of the endpoint devices is when we think about endpoint devices is when we think about endpoint devices is when we think about gen or just even large language model is gen or just even large language model is gen or just even large language model is it really that is it more of a feature it really that is it more of a feature it really that is it more of a feature or is it a monetization and I like or is it a monetization and I like or is it a monetization and I like at this point in time we already know at this point in time we already know at this point in time we already know that we want this to be part of a lot of that we want this to be part of a lot of that we want this to be part of a lot of the apps that we're using part of the the apps that we're using part of the the apps that we're using part of the software that we're using a part of the software that we're using a part of the software that we're using a part of the inpoint devices that we're using but is inpoint devices that we're using but is inpoint devices that we're using but is it are we paying for it is it a feature it are we paying for it is it a feature it are we paying for it is it a feature is it a nice to have is it something is it a nice to have is it something is it a nice to have is it something that businesses are going to pay for for that businesses are going to pay for for that businesses are going to pay for for on the back end for operations or for on the back end for operations or for on the back end for operations or for the front end for customer relationship the front end for customer relationship the front end for customer relationship management I think there's a lot to be management I think there's a lot to be management I think there's a lot to be worked out there but I just I'm so at worked out there but I just I'm so at worked out there but I just I'm so at this point in time I just don't see the this point in time I just don't see the this point in time I just don't see the monetization monetization monetization um channels opening up I just don't I um channels opening up I just don't I um channels opening up I just don't I don't know I I just feel very like don't know I I just feel very like don't know I I just feel very like skeptical just like I was with some of

skeptical just like I was with some of skeptical just like I was with some of the 5G use cases very skeptical or or or the 5G use cases very skeptical or or or the 5G use cases very skeptical or or or the conversational you know the conversational you know the conversational you know AI speakers and that nonsense remember AI speakers and that nonsense remember AI speakers and that nonsense remember that everyone was nuts over that and that everyone was nuts over that and that everyone was nuts over that and this why we have to remember but our this why we have to remember but our this why we have to remember but our attention spans are so short now attention spans are so short now attention spans are so short now very uh myopic in our views and as as very uh myopic in our views and as as very uh myopic in our views and as as well as our the things that we're well as our the things that we're well as our the things that we're getting excited about we're moving on to getting excited about we're moving on to getting excited about we're moving on to the next thing really quickly like what the next thing really quickly like what the next thing really quickly like what we said in um the um previous episode we said in um the um previous episode we said in um the um previous episode Rob is like attention is everything and Rob is like attention is everything and Rob is like attention is everything and we're giving it to AI because that's we're giving it to AI because that's we're giving it to AI because that's what made you know chat GPT possible what made you know chat GPT possible what made you know chat GPT possible right yeah but then human attention ban right yeah but then human attention ban right yeah but then human attention ban is getting shorter and shorter and um is getting shorter and shorter and um is getting shorter and shorter and um yeah I had somebody like rebut that on yeah I had somebody like rebut that on yeah I had somebody like rebut that on our YouTube channel it says well you our YouTube channel it says well you our YouTube channel it says well you know you don't have a gajillion of know you don't have a gajillion of know you don't have a gajillion of followers because you know um and it's followers because you know um and it's followers because you know um and it's BS that you're making an excuse about um BS that you're making an excuse about um BS that you're making an excuse about um people's attention span it's like well people's attention span it's like well people's attention span it's like well no really it is short no really it is short no really it is short visual you know like video it's 15 visual you know like video it's 15 visual you know like video it's 15 freaking seconds you can argue all day freaking seconds you can argue all day freaking seconds you can argue all day long but then yeah why are Facebook and long but then yeah why are Facebook and long but then yeah why are Facebook and YouTube Google freaking over Tik Tok and YouTube Google freaking over Tik Tok and YouTube Google freaking over Tik Tok and most of the everything is G everything most of the everything is G everything most of the everything is G everything is moved to shorts we have such a we are is moved to shorts we have such a we are is moved to shorts we have such a we are an instant Eon we're in an instant an instant Eon we're in an instant an instant Eon we're in an instant economy we want it really quickly really

economy we want it really quickly really economy we want it really quickly really short short short and succinct bites short short short and succinct bites short short short and succinct bites none of us can sit down and do one thing none of us can sit down and do one thing none of us can sit down and do one thing at a time literally like right now that at a time literally like right now that at a time literally like right now that we're doing this we're staying focused we're doing this we're staying focused we're doing this we're staying focused but when let's just face it if you have but when let's just face it if you have but when let's just face it if you have a little bit of space in your head and a little bit of space in your head and a little bit of space in your head and you're kind of like bored you'll grab you're kind of like bored you'll grab you're kind of like bored you'll grab your phone and start looking at your phone and start looking at your phone and start looking at something while you're doing something something while you're doing something something while you're doing something else all of our listeners have already else all of our listeners have already else all of our listeners have already left for the show I mean we're done left for the show I mean we're done left for the show I mean we're done we cannot do show five minutes long at a we cannot do show five minutes long at a we cannot do show five minutes long at a time we can't it's like what other what time we can't it's like what other what time we can't it's like what other what else do I have to put in you know to I else do I have to put in you know to I else do I have to put in you know to I will feed an audio I'll be listening to will feed an audio I'll be listening to will feed an audio I'll be listening to an audio book while having the TV on on an audio book while having the TV on on an audio book while having the TV on on mute and on my computer and looking at mute and on my computer and looking at mute and on my computer and looking at my smartphone it's just Insanity when I my smartphone it's just Insanity when I my smartphone it's just Insanity when I start about it you're multi-threaded start about it you're multi-threaded start about it you're multi-threaded yeah you're multi threed like yeah like yeah you're multi threed like yeah like yeah you're multi threed like yeah like I'm living in a shorts world and um oh I'm living in a shorts world and um oh I'm living in a shorts world and um oh but this is but this is but this is this is so true I mean you're right you this is so true I mean you're right you this is so true I mean you're right you know obviously Tik Tok is short videos know obviously Tik Tok is short videos know obviously Tik Tok is short videos it's working it led YouTube to go better it's working it led YouTube to go better it's working it led YouTube to go better come up with YouTube shorts because y come up with YouTube shorts because y come up with YouTube shorts because y short videos on Tik Tok it all goes back short videos on Tik Tok it all goes back short videos on Tik Tok it all goes back to the Genesis of the whole thing to the Genesis of the whole thing to the Genesis of the whole thing Vine Vine remember that anybody remember Vine Vine remember that anybody remember Vine Vine remember that anybody remember Vine I don't I remember the name but not Vine I don't I remember the name but not Vine I don't I remember the name but not what it was that was the Twitter video what it was that was the Twitter video what it was that was the Twitter video thing it was like videos for Twitter is thing it was like videos for Twitter is thing it was like videos for Twitter is like short Twitter acquired Vine Twitter like short Twitter acquired Vine Twitter like short Twitter acquired Vine Twitter acquired mine was so popular it was like acquired mine was so popular it was like acquired mine was so popular it was like it was either six or 7 second videos and it was either six or 7 second videos and it was either six or 7 second videos and you never would have thought that that you never would have thought that that you never would have thought that that would have been popular people got so would have been popular people got so would have been popular people got so creative to pack so much stuff in just a

creative to pack so much stuff in just a creative to pack so much stuff in just a few seconds it was a hit in fact my few seconds it was a hit in fact my few seconds it was a hit in fact my original thesis remember how I talked original thesis remember how I talked original thesis remember how I talked about how we're all going to plug about how we're all going to plug about how we're all going to plug everyone into the Matrix but we need everyone into the Matrix but we need everyone into the Matrix but we need something to entertain them I used to something to entertain them I used to something to entertain them I used to think that vine was going to be the think that vine was going to be the think that vine was going to be the answer to that just you know the little answer to that just you know the little answer to that just you know the little cardboard Samsung goggles yeah and just cardboard Samsung goggles yeah and just cardboard Samsung goggles yeah and just play Vine Videos continuously with a play Vine Videos continuously with a play Vine Videos continuously with a slow drip to keep them alive and I think slow drip to keep them alive and I think slow drip to keep them alive and I think golden but you know Twitter bought Vine golden but you know Twitter bought Vine golden but you know Twitter bought Vine and then just kind of killed it which it and then just kind of killed it which it and then just kind of killed it which it they shut it down but think about like they shut it down but think about like they shut it down but think about like you as a user you know you Instagram has you as a user you know you Instagram has you as a user you know you Instagram has reals Tik Tok has their Tik Tok videos reals Tik Tok has their Tik Tok videos reals Tik Tok has their Tik Tok videos and then you got YouTube shorts and and then you got YouTube shorts and and then you got YouTube shorts and there's all every all the other there's all every all the other there's all every all the other platforms have there we are we are platforms have there we are we are platforms have there we are we are pushing and swiping so fast and it's pushing and swiping so fast and it's pushing and swiping so fast and it's getting faster we have a very short getting faster we have a very short getting faster we have a very short attention span and I think that's going attention span and I think that's going attention span and I think that's going to get worse we went from like okay to get worse we went from like okay to get worse we went from like okay there's a 10-second limit on you know there's a 10-second limit on you know there's a 10-second limit on you know whatever it is right every video has a whatever it is right every video has a whatever it is right every video has a different limit on what they're allowing different limit on what they're allowing different limit on what they're allowing folks to upload or video but that I feel folks to upload or video but that I feel folks to upload or video but that I feel like that is getting shorter and shorter like that is getting shorter and shorter like that is getting shorter and shorter and so will AI get to the point where and so will AI get to the point where and so will AI get to the point where we're starting to feed stuff and it's we're starting to feed stuff and it's we're starting to feed stuff and it's just not even well I mean that's one of just not even well I mean that's one of just not even well I mean that's one of the magic of Tik Tok is that you don't the magic of Tik Tok is that you don't the magic of Tik Tok is that you don't have to choose what you want to watch it have to choose what you want to watch it have to choose what you want to watch it tells you this is what you want to watch tells you this is what you want to watch tells you this is what you want to watch and it just finds things for you really and it just finds things for you really and it just finds things for you really algorithmically it yet so yeah I mean algorithmically it yet so yeah I mean algorithmically it yet so yeah I mean it's like it's it's like a mix if you it's like it's it's like a mix if you it's like it's it's like a mix if you looked at a couple religious videos it looked at a couple religious videos it looked at a couple religious videos it might start putting a little of that in might start putting a little of that in might start putting a little of that in your feed and then maybe some cat videos your feed and then maybe some cat videos your feed and then maybe some cat videos and then politics there's a lot of and then politics there's a lot of and then politics there's a lot of politics and Tik Tok always cat videos politics and Tik Tok always cat videos politics and Tik Tok always cat videos in there but and then they will always in there but and then they will always in there but and then they will always feed the most popular you know yeah they

feed the most popular you know yeah they feed the most popular you know yeah they will always feed you that man I already will always feed you that man I already will always feed you that man I already told you guys about the chili dog thing told you guys about the chili dog thing told you guys about the chili dog thing right when I was in Houston last time right when I was in Houston last time right when I was in Houston last time okay wow all right I went viral on Tik okay wow all right I went viral on Tik okay wow all right I went viral on Tik Tok now is this story longer than 30 Tok now is this story longer than 30 Tok now is this story longer than 30 seconds yes yes I know about that yes I seconds yes yes I know about that yes I seconds yes yes I know about that yes I went viral on Tik Tok I never expected went viral on Tik Tok I never expected went viral on Tik Tok I never expected it sometimes you go viral it's not cuz it sometimes you go viral it's not cuz it sometimes you go viral it's not cuz you're you cuz we're all trying so hard you're you cuz we're all trying so hard you're you cuz we're all trying so hard to go viral with our content and it to go viral with our content and it to go viral with our content and it never happens and then you do something never happens and then you do something never happens and then you do something ridiculous and it's like boom all right ridiculous and it's like boom all right ridiculous and it's like boom all right yeah so in Houston for back all the way yeah so in Houston for back all the way yeah so in Houston for back all the way back to the 1930s or 40s they had this back to the 1930s or 40s they had this back to the 1930s or 40s they had this local chain of chili dog restaurants local chain of chili dog restaurants local chain of chili dog restaurants called James Cony Island and it's been called James Cony Island and it's been called James Cony Island and it's been around forever and it used to be really around forever and it used to be really around forever and it used to be really small and you'd be like the school kind small and you'd be like the school kind small and you'd be like the school kind of desks that sit like this you know of desks that sit like this you know of desks that sit like this you know anyway it's dying there's only a handful anyway it's dying there's only a handful anyway it's dying there's only a handful of them left of them left of them left uh new ownership all this kind of stuff uh new ownership all this kind of stuff uh new ownership all this kind of stuff and so anyway friend of mine I went to and so anyway friend of mine I went to and so anyway friend of mine I went to one of the few that are left because we one of the few that are left because we one of the few that are left because we love it and I at the end I like I tell love it and I at the end I like I tell love it and I at the end I like I tell my friend I was like all right I'm going my friend I was like all right I'm going my friend I was like all right I'm going to do something really ridiculous so if to do something really ridiculous so if to do something really ridiculous so if you want to walk away go ahead and so I you want to walk away go ahead and so I you want to walk away go ahead and so I walk up to the menu it's like digital walk up to the menu it's like digital walk up to the menu it's like digital menu on the wall with my phone and I menu on the wall with my phone and I menu on the wall with my phone and I start recording and I just start they start recording and I just start they start recording and I just start they have so many items on the menu and so I have so many items on the menu and so I have so many items on the menu and so I was like hi I'm the new owner of James was like hi I'm the new owner of James was like hi I'm the new owner of James Cony Island chili dogs and here's what Cony Island chili dogs and here's what Cony Island chili dogs and here's what going to do to turn this restaurant going to do to turn this restaurant going to do to turn this restaurant around and I started pointing at all around and I started pointing at all around and I started pointing at all these extra extraneous deals like Gone these extra extraneous deals like Gone these extra extraneous deals like Gone Gone cheeseburgers gone Chico dog gone Gone cheeseburgers gone Chico dog gone Gone cheeseburgers gone Chico dog gone whatever it was like just keep it simple

whatever it was like just keep it simple whatever it was like just keep it simple like like in and out burger right we like like in and out burger right we like like in and out burger right we just make burgers do you want one or two just make burgers do you want one or two just make burgers do you want one or two patties you know so so I do this whole patties you know so so I do this whole patties you know so so I do this whole thing and I post it with some tags like thing and I post it with some tags like thing and I post it with some tags like Houston restaurants whatever I have over Houston restaurants whatever I have over Houston restaurants whatever I have over 55,000 View and just people are going 55,000 View and just people are going 55,000 View and just people are going crazy and I I was like oh my God there's crazy and I I was like oh my God there's crazy and I I was like oh my God there's so much love for this place apparently so much love for this place apparently so much love for this place apparently and it was it was nuts and I couldn't and it was it was nuts and I couldn't and it was it was nuts and I couldn't believe the comments yeah it was like believe the comments yeah it was like believe the comments yeah it was like wow I found product Market fit for a wow I found product Market fit for a wow I found product Market fit for a chili dog they believed you they totally chili dog they believed you they totally chili dog they believed you they totally believed you they totally believed me believed you they totally believed me believed you they totally believed me but then I started people going man you but then I started people going man you but then I started people going man you better be careful someone might sue you better be careful someone might sue you better be careful someone might sue you or something you I put a little or something you I put a little or something you I put a little disclaimer on there I do not own yeah disclaimer on there I do not own yeah disclaimer on there I do not own yeah like and I was like and you're right the like and I was like and you're right the like and I was like and you're right the your ability to edit a Tik Tok video or your ability to edit a Tik Tok video or your ability to edit a Tik Tok video or content expired shortly and then you content expired shortly and then you content expired shortly and then you can't do anything with it right delete can't do anything with it right delete can't do anything with it right delete it yeah anyway it yeah it went nuts and it yeah anyway it yeah it went nuts and it yeah anyway it yeah it went nuts and I had like hundreds and thousands of I had like hundreds and thousands of I had like hundreds and thousands of people commenting and saying oh make people commenting and saying oh make people commenting and saying oh make sure you keep here you know so you learn sure you keep here you know so you learn sure you keep here you know so you learn weird things like everybody wanted to weird things like everybody wanted to weird things like everybody wanted to keep Delaware keep Delaware keep Delaware Punch didn't see that coming make sure Punch didn't see that coming make sure Punch didn't see that coming make sure we don't get rid of the Delaware Punch we don't get rid of the Delaware Punch we don't get rid of the Delaware Punch like okay Delaware Punch we're gonna like okay Delaware Punch we're gonna like okay Delaware Punch we're gonna keep it probably use your feed as market keep it probably use your feed as market keep it probably use your feed as market research now I was going to say you can research now I was going to say you can research now I was going to say you can now be a consultant for the the the ch now be a consultant for the the the ch now be a consultant for the the the ch you're right because the actual owners you're right because the actual owners you're right because the actual owners have insane amount of com feedback from have insane amount of com feedback from have insane amount of com feedback from people who actually love the place and people who actually love the place and people who actually love the place and want to survive yeah all right your side want to survive yeah all right your side want to survive yeah all right your side hustle now that's my side hustle I'm a

hustle now that's my side hustle I'm a hustle now that's my side hustle I'm a I'm I'm yes restaurant yes well but and I'm I'm yes restaurant yes well but and I'm I'm yes restaurant yes well but and I said I said I'm gonna do this just I said I said I'm gonna do this just I said I said I'm gonna do this just like Steve Jobs did in the video I was like Steve Jobs did in the video I was like Steve Jobs did in the video I was like just when Steve Jobs came back to like just when Steve Jobs came back to like just when Steve Jobs came back to Apple remember what he did he's like Apple remember what he did he's like Apple remember what he did he's like killing all the products he's like how killing all the products he's like how killing all the products he's like how many products do we have SKS like 10 and many products do we have SKS like 10 and many products do we have SKS like 10 and something remember narrowed it down to something remember narrowed it down to something remember narrowed it down to four like make the Mac we do you know four like make the Mac we do you know four like make the Mac we do you know keep it keep it keep it simple yeah simple that was your moment simple yeah simple that was your moment simple yeah simple that was your moment go you know learning lessons from my go you know learning lessons from my go you know learning lessons from my mentor Larry mentor Larry mentor Larry Ellison you know Larry is a smart guy Ellison you know Larry is a smart guy Ellison you know Larry is a smart guy too I think he was thinking way ahead too I think he was thinking way ahead too I think he was thinking way ahead all the cloud guys you know have you all the cloud guys you know have you all the cloud guys you know have you noticed did you see the news that he's noticed did you see the news that he's noticed did you see the news that he's like number two now richest guy in the like number two now richest guy in the like number two now richest guy in the world world world overnight overnight overnight there there was so much H and excitement there there was so much H and excitement there there was so much H and excitement around the oci conference a few weeks around the oci conference a few weeks around the oci conference a few weeks ago in Vegas and they're way distant ago in Vegas and they're way distant ago in Vegas and they're way distant last place in the cloud right now right last place in the cloud right now right last place in the cloud right now right but whatever they did and this but whatever they did and this but whatever they did and this 80-year-old guy who's like all jacked up 80-year-old guy who's like all jacked up 80-year-old guy who's like all jacked up wearing super tight polo shirts and wearing super tight polo shirts and wearing super tight polo shirts and everything and they're like wow dude you everything and they're like wow dude you everything and they're like wow dude you know what he's con he's like Con in Star know what he's con he's like Con in Star know what he's con he's like Con in Star Trek Con that's right he is that's right Trek Con that's right he is that's right Trek Con that's right he is that's right Ricardo Montalban give me Genesis he's H he's the real life hulie guy the he's H he's the real life hulie guy the real life hulie guy exactly yes but best real life hulie guy exactly yes but best real life hulie guy exactly yes but best friends with Steve Jobs back in the day friends with Steve Jobs back in the day friends with Steve Jobs back in the day you know yeah they loved each other it you know yeah they loved each other it you know yeah they loved each other it was like and um they have very different

was like and um they have very different was like and um they have very different values and philosophies but I values and philosophies but I values and philosophies but I guess they I don't know if Larry will guess they I don't know if Larry will guess they I don't know if Larry will listen to listen to listen to anyone doesn't need to yeah yeah yeah anyone doesn't need to yeah yeah yeah anyone doesn't need to yeah yeah yeah but he gave a lot of advice to but he gave a lot of advice to but he gave a lot of advice to apparently to Steve and um yeah but I apparently to Steve and um yeah but I apparently to Steve and um yeah but I mean Larry is not a Larry's not a dummy mean Larry is not a Larry's not a dummy mean Larry is not a Larry's not a dummy and I never thought I always thought his and I never thought I always thought his and I never thought I always thought his approach toward you know EOS right approach toward you know EOS right approach toward you know EOS right whether you want to call it cloud or not whether you want to call it cloud or not whether you want to call it cloud or not was smart for his business right because was smart for his business right because was smart for his business right because he's just he's just going off of hey he's just he's just going off of hey he's just he's just going off of hey people still want to license our people still want to license our people still want to license our software We Will We Will license it and software We Will We Will license it and software We Will We Will license it and let someone else deliver on top of and let someone else deliver on top of and let someone else deliver on top of and we're just going to take all the high we're just going to take all the high we're just going to take all the high margin stuff yeah and if you thought you margin stuff yeah and if you thought you margin stuff yeah and if you thought you knew all the people you thought you knew knew all the people you thought you knew knew all the people you thought you knew all the people who hated all the people who hated all the people who hated Microsoft Larry Ellison was like the top Microsoft Larry Ellison was like the top Microsoft Larry Ellison was like the top of the list he hated Microsoft you need of the list he hated Microsoft you need of the list he hated Microsoft you need to start creating that list Rob he Des to start creating that list Rob he Des to start creating that list Rob he Des buis you know I remember everybody saw buis you know I remember everybody saw buis you know I remember everybody saw the documentary back in the 90s you know the documentary back in the 90s you know the documentary back in the 90s you know Triumph for the Nerds you know that was Triumph for the Nerds you know that was Triumph for the Nerds you know that was based on accidental Empires and the based on accidental Empires and the based on accidental Empires and the scene when they go to his house in scene when they go to his house in scene when they go to his house in Atherton he's got you he's totally into Atherton he's got you he's totally into Atherton he's got you he's totally into Japanese culture and all that kind of Japanese culture and all that kind of Japanese culture and all that kind of stuff and so he's got two you know stuff and so he's got two you know stuff and so he's got two you know Shogun Warrior guys right when you in Shogun Warrior guys right when you in Shogun Warrior guys right when you in his door and he's like this is protect his door and he's like this is protect his door and he's like this is protect me from Microsoft employees I'm surprised they even let employees I'm surprised they even let you into you into you into oci yeah really yeah but what happened

oci yeah really yeah but what happened oci yeah really yeah but what happened check what happened he did the check what happened he did the check what happened he did the unthinkable he went to Redmond for the unthinkable he went to Redmond for the unthinkable he went to Redmond for the first time of his life and met was SATA first time of his life and met was SATA first time of his life and met was SATA and made a deal to pop a subset of oci and made a deal to pop a subset of oci and made a deal to pop a subset of oci and their database inside aure data and their database inside aure data and their database inside aure data centers and then they did it with Google centers and then they did it with Google centers and then they did it with Google and then they the big announc a few and then they the big announc a few and then they the big announc a few weeks ago was AWS so sometimes you have weeks ago was AWS so sometimes you have weeks ago was AWS so sometimes you have to kind of swallow your pride to get to kind of swallow your pride to get to kind of swallow your pride to get bigger maybe there's a lesson here maybe bigger maybe there's a lesson here maybe bigger maybe there's a lesson here maybe we're figuring we're figuring we're figuring out you need to go you need sometimes out you need to go you need sometimes out you need to go you need sometimes you need to go left before you go you need to go left before you go you need to go left before you go forward you forward you forward you knowem premies yeah absolutely I mean I knowem premies yeah absolutely I mean I knowem premies yeah absolutely I mean I think there was a lot you know people think there was a lot you know people think there was a lot you know people were like hell freeze is over you know were like hell freeze is over you know were like hell freeze is over you know you see our futurum people oh my God I you see our futurum people oh my God I you see our futurum people oh my God I can't believe he's on stage with AWS you can't believe he's on stage with AWS you can't believe he's on stage with AWS you know but uh yeah sometimes you have to know but uh yeah sometimes you have to know but uh yeah sometimes you have to do that to get bigger Rob that almost do that to get bigger Rob that almost do that to get bigger Rob that almost sounded like your wrest wrestler sounded like your wrest wrestler sounded like your wrest wrestler WrestleMania voice oh oh from way back WrestleMania voice oh oh from way back WrestleMania voice oh oh from way back when and by the way you're gonna miss when and by the way you're gonna miss when and by the way you're gonna miss because we're gonna be in Austin next because we're gonna be in Austin next because we're gonna be in Austin next week everybody that's on here except for week everybody that's on here except for week everybody that's on here except for you but Aaron is going to be there so you but Aaron is going to be there so you but Aaron is going to be there so y'all could have had a total Smackdown y'all could have had a total Smackdown y'all could have had a total Smackdown there yeah next week embedded World there yeah next week embedded World there yeah next week embedded World Austin right embedded World America God Austin right embedded World America God Austin right embedded World America God I've never I've never met Aaron in I've never I've never met Aaron in I've never I've never met Aaron in person oh really oh yeah he's um just person oh really oh yeah he's um just person oh really oh yeah he's um just found out today um they emailed me that found out today um they emailed me that found out today um they emailed me that they're going to be up there and um so they're going to be up there and um so they're going to be up there and um so he'll be running around he'll be at iot he'll be running around he'll be at iot he'll be running around he'll be at iot stars too iot stars too iot stars too iot awesome tell Aon tell Aaron something he awesome tell Aon tell Aaron something he awesome tell Aon tell Aaron something he already knows the short haircut is not already knows the short haircut is not already knows the short haircut is not working at all yeah I know I like his

working at all yeah I know I like his working at all yeah I know I like his longer hair it just looks like a longer hair it just looks like a longer hair it just looks like a different person he looks like a different person he looks like a different person he looks like a different person he need go back to long different person he need go back to long different person he need go back to long hair yeah yeah I mean and almost seems hair yeah yeah I mean and almost seems hair yeah yeah I mean and almost seems like he doesn't know what to do with the like he doesn't know what to do with the like he doesn't know what to do with the short hair you know what I'm saying yeah short hair you know what I'm saying yeah short hair you know what I'm saying yeah he's doing all these like well Rob yours he's doing all these like well Rob yours he's doing all these like well Rob yours is kind of short yours is shorter right is kind of short yours is shorter right is kind of short yours is shorter right now Rob I admit I screwed up big time he now Rob I admit I screwed up big time he now Rob I admit I screwed up big time he did he went in for the corporate haircut did he went in for the corporate haircut did he went in for the corporate haircut he got the coral haircut yeah this is he got the coral haircut yeah this is he got the coral haircut yeah this is like this is the longest my hair has like this is the longest my hair has like this is the longest my hair has been it's like and it looks fabulous I been it's like and it looks fabulous I been it's like and it looks fabulous I need a haircut I'm get I'm getting it need a haircut I'm get I'm getting it need a haircut I'm get I'm getting it done tomorrow but I will cut I'll just done tomorrow but I will cut I'll just done tomorrow but I will cut I'll just maybe cut one inch off that's one inch maybe cut one inch off that's one inch maybe cut one inch off that's one inch that's all you get just one yeah hey as that's all you get just one yeah hey as that's all you get just one yeah hey as long as you can still grow long as you can still grow long as you can still grow it she looks like she's in her 20s quite it she looks like she's in her 20s quite it she looks like she's in her 20s quite honestly is oh guess what next month I honestly is oh guess what next month I honestly is oh guess what next month I turn the big five having a big party no turn the big five having a big party no turn the big five having a big party no don't say that you're taking the same don't say that you're taking the same don't say that you're taking the same longevity juice that Larry Ellison's longevity juice that Larry Ellison's longevity juice that Larry Ellison's taking aren you except I'm not getting taking aren you except I'm not getting taking aren you except I'm not getting pumped up at pumped up at pumped up at all pump you up yeah wow there you go all pump you up yeah wow there you go all pump you up yeah wow there you go look at those look at those look at those guns love it oh my gosh so what's going guns love it oh my gosh so what's going guns love it oh my gosh so what's going on in Tech news this week anything on in Tech news this week anything on in Tech news this week anything exciting Tech news this week week week exciting Tech news this week week week exciting Tech news this week week week last week anything yeah AI is a p a it's last week anything yeah AI is a p a it's last week anything yeah AI is a p a it's all about all about all about drones Dres is the future it's just drones Dres is the future it's just drones Dres is the future it's just people thought it would it would make a people thought it would it would make a people thought it would it would make a revolution in you know so yeah I saw revolution in you know so yeah I saw revolution in you know so yeah I saw that uh the cerebus um IPO was

that uh the cerebus um IPO was that uh the cerebus um IPO was interesting I don't know if you guys interesting I don't know if you guys interesting I don't know if you guys yeah yeah is that the automotive wait yeah yeah is that the automotive wait yeah yeah is that the automotive wait did I say it wrong cerebus What the how did I say it wrong cerebus What the how did I say it wrong cerebus What the how you no that's a different one you no that's a different one you no that's a different one they are a um they are a AI chip they're they are a um they are a AI chip they're they are a um they are a AI chip they're more like a actually they're much more more like a actually they're much more more like a actually they're much more similar to Nvidia Than People well most similar to Nvidia Than People well most similar to Nvidia Than People well most people don't even know who cereus is but people don't even know who cereus is but people don't even know who cereus is but they uh they build generative AI they uh they build generative AI they uh they build generative AI supercomputing um data center systems RX supercomputing um data center systems RX supercomputing um data center systems RX of stuff and their approach and we we of stuff and their approach and we we of stuff and their approach and we we actually covered this I brought this up actually covered this I brought this up actually covered this I brought this up about a year and a half ago go where about a year and a half ago go where about a year and a half ago go where when I was over at semicon West they when I was over at semicon West they when I was over at semicon West they make this like freaking wafer scale um make this like freaking wafer scale um make this like freaking wafer scale um AI accelerator and so we're like a uh a AI accelerator and so we're like a uh a AI accelerator and so we're like a uh a um Blackwell GPU is like two small you um Blackwell GPU is like two small you um Blackwell GPU is like two small you know um dyes stitched together you know know um dyes stitched together you know know um dyes stitched together you know these guys are basically using the these guys are basically using the these guys are basically using the entire wafer one big chip one gigantic entire wafer one big chip one gigantic entire wafer one big chip one gigantic chip uh actually chip uh actually chip uh actually but optimized for optimized for but optimized for optimized for but optimized for optimized for generative AI workloads right generative AI workloads right generative AI workloads right it's GPU it's not a GPU it's different it's GPU it's not a GPU it's different it's GPU it's not a GPU it's different not a GPU it's their own custom not a GPU it's their own custom not a GPU it's their own custom accelerator but they're taking this accelerator but they're taking this accelerator but they're taking this architecture right this chip architecture right this chip architecture right this chip architecture and then scaling out into architecture and then scaling out into architecture and then scaling out into these um really massive supercomputing

these um really massive supercomputing these um really massive supercomputing machines so you mentioned you know like machines so you mentioned you know like machines so you mentioned you know like um what's that group that um what's that group that um what's that group that um oh jeez I can't remember anything um oh jeez I can't remember anything um oh jeez I can't remember anything anyways it's very popular in the Middle anyways it's very popular in the Middle anyways it's very popular in the Middle East right now where you have a bunch of East right now where you have a bunch of East right now where you have a bunch of oil money getting dumped into building oil money getting dumped into building oil money getting dumped into building out all these generative AI superc out all these generative AI superc out all these generative AI superc Computing centers around the world right Computing centers around the world right Computing centers around the world right and um these guys are gonna IPO and and um these guys are gonna IPO and and um these guys are gonna IPO and they're going to be a direct challenge they're going to be a direct challenge they're going to be a direct challenge to Nvidia yeah and um it could be pretty to Nvidia yeah and um it could be pretty to Nvidia yeah and um it could be pretty it could be pretty it could be pretty it could be pretty disruptive because yeah we have to think disruptive because yeah we have to think disruptive because yeah we have to think about it this way AI training uh this about it this way AI training uh this about it this way AI training uh this generative AI massive llm and you know generative AI massive llm and you know generative AI massive llm and you know mixture of expert training is actually mixture of expert training is actually mixture of expert training is actually pretty specific you don't have a crap pretty specific you don't have a crap pretty specific you don't have a crap ton of people doing this stuff because ton of people doing this stuff because ton of people doing this stuff because it's so expensive right these guys have it's so expensive right these guys have it's so expensive right these guys have a system an entire databas a data center a system an entire databas a data center a system an entire databas a data center system that is optimized for AI training system that is optimized for AI training system that is optimized for AI training yeah so that's the key is like because yeah so that's the key is like because yeah so that's the key is like because training is cost and inferencing is training is cost and inferencing is training is cost and inferencing is revenue so you know the ability to do revenue so you know the ability to do revenue so you know the ability to do training in a much more coste effective training in a much more coste effective training in a much more coste effective way is going to be one of the biggest way is going to be one of the biggest way is going to be one of the biggest you know factors in the success of of you know factors in the success of of you know factors in the success of of the at least on large AI business um and the at least on large AI business um and the at least on large AI business um and so if these guys have a better mouse so if these guys have a better mouse so if these guys have a better mouse trap to do that and and are really more trap to do that and and are really more trap to do that and and are really more focused that's what we see like focused that's what we see like focused that's what we see like semiconductors are now getting you know semiconductors are now getting you know semiconductors are now getting you know we started with General gpus and then we

we started with General gpus and then we we started with General gpus and then we got uh CPUs then we got gpus then we got got uh CPUs then we got gpus then we got got uh CPUs then we got gpus then we got npus now we're like oh well this is like npus now we're like oh well this is like npus now we're like oh well this is like a Transformer architecture based you a Transformer architecture based you a Transformer architecture based you know I guess it's not even a GPU now now know I guess it's not even a GPU now now know I guess it's not even a GPU now now we're like super specific and that's we're like super specific and that's we're like super specific and that's only because the training on these only because the training on these only because the training on these things is super expensive and so we're things is super expensive and so we're things is super expensive and so we're going to see silicon probably get going to see silicon probably get going to see silicon probably get optimized for model architectures you optimized for model architectures you optimized for model architectures you know who knows maybe maybe open AI will know who knows maybe maybe open AI will know who knows maybe maybe open AI will get into the Silicon business and make get into the Silicon business and make get into the Silicon business and make their own chips for their own models I their own chips for their own models I their own chips for their own models I don't know but I think it's really don't know but I think it's really don't know but I think it's really interesting to see like going back to interesting to see like going back to interesting to see like going back to the Sovereign AI comment so now like you the Sovereign AI comment so now like you the Sovereign AI comment so now like you said different countries are like hey I said different countries are like hey I said different countries are like hey I don't want to take a complete dependency don't want to take a complete dependency don't want to take a complete dependency on like kind of azure Nvidia or AWS on like kind of azure Nvidia or AWS on like kind of azure Nvidia or AWS Nvidia I want to do a cerebus or cerebus Nvidia I want to do a cerebus or cerebus Nvidia I want to do a cerebus or cerebus data center in my country and I will data center in my country and I will data center in my country and I will fund it and I think to Stephanie's point fund it and I think to Stephanie's point fund it and I think to Stephanie's point maybe it's maybe it's not a money maker maybe it's maybe it's not a money maker maybe it's maybe it's not a money maker but it's uh it's at least providing more but it's uh it's at least providing more but it's uh it's at least providing more mitigation of risk for IP and um so mitigation of risk for IP and um so mitigation of risk for IP and um so it'll be interesting to see like well it'll be interesting to see like well it'll be interesting to see like well will anthropic and open AI like support will anthropic and open AI like support will anthropic and open AI like support these these new chip architectures with these these new chip architectures with these these new chip architectures with their models and who's going to do that their models and who's going to do that their models and who's going to do that and all that stuff so well it also kind and all that stuff so well it also kind and all that stuff so well it also kind of um Chang es the hyperscaler game a of um Chang es the hyperscaler game a of um Chang es the hyperscaler game a bit right because this architecture is bit right because this architecture is bit right because this architecture is very very um different from what Nvidia very very um different from what Nvidia very very um different from what Nvidia is even bringing to the table and none is even bringing to the table and none is even bringing to the table and none of none of the hyperscalers have a wafer of none of the hyperscalers have a wafer of none of the hyperscalers have a wafer scale you know scale you know scale you know chip which would be the foundation for chip which would be the foundation for chip which would be the foundation for how you would design your um your data

how you would design your um your data how you would design your um your data you know your generative AI you know your generative AI you know your generative AI supercomputing um racks and systems supercomputing um racks and systems supercomputing um racks and systems overall to different architecture yeah overall to different architecture yeah overall to different architecture yeah yeah and um obviously there's yeah and um obviously there's yeah and um obviously there's efficiencies right because you don't efficiencies right because you don't efficiencies right because you don't need to have as many inner connects need to have as many inner connects need to have as many inner connects because everything is like freaking on because everything is like freaking on because everything is like freaking on one die right one massive right [ __ ] but one die right one massive right [ __ ] but one die right one massive right [ __ ] but of course the downside is crazy man the of course the downside is crazy man the of course the downside is crazy man the downside is that you know when you you downside is that you know when you you downside is that you know when you you make chips these days on a big wafer make chips these days on a big wafer make chips these days on a big wafer maybe one or two of them are not not maybe one or two of them are not not maybe one or two of them are not not good so you can Chuck them and keep the good so you can Chuck them and keep the good so you can Chuck them and keep the rest the problem is if you have one chip rest the problem is if you have one chip rest the problem is if you have one chip on one wafer like if it doesn't if it's on one wafer like if it doesn't if it's on one wafer like if it doesn't if it's not good then the whole chip is in the not good then the whole chip is in the not good then the whole chip is in the garbage so your yield becomes like garbage so your yield becomes like garbage so your yield becomes like really dangerous no I think you should really dangerous no I think you should really dangerous no I think you should start a new podcast called chip in the start a new podcast called chip in the start a new podcast called chip in the garbage they get around that with garbage they get around that with garbage they get around that with software because you know what actually software because you know what actually software because you know what actually they're almost a million cores on one they're almost a million cores on one they're almost a million cores on one cerebrus chip okay a million so if cerebrus chip okay a million so if cerebrus chip okay a million so if there's a defective core oh they work there's a defective core oh they work there's a defective core oh they work around it they work around it they just around it they work around it they just around it they work around it they just with software they route around it with software they route around it with software they route around it that's no no longer part of that's no no longer part of that's no no longer part of interesting it's a dead core and then so interesting it's a dead core and then so interesting it's a dead core and then so let's say million there's a million let's say million there's a million let's say million there's a million cores or 900,000 cores maybe 70 or cores or 900,000 cores maybe 70 or cores or 900,000 cores maybe 70 or 80 8 you know no 850,000 of the cores 80 8 you know no 850,000 of the cores 80 8 you know no 850,000 of the cores are good that that's how they get I mean are good that that's how they get I mean are good that that's how they get I mean it's pretty brilliant right I guess the it's pretty brilliant right I guess the it's pretty brilliant right I guess the other part though the other part of this

other part though the other part of this other part though the other part of this story with cerebrus or cerebus we should story with cerebrus or cerebus we should story with cerebrus or cerebus we should figure out how to say it is the it's figure out how to say it is the it's figure out how to say it is the it's about execution too so you got this about execution too so you got this about execution too so you got this great you know architecture and you're great you know architecture and you're great you know architecture and you're doing all this stuff and you're making doing all this stuff and you're making doing all this stuff and you're making your racks and you're pouring cement but your racks and you're pouring cement but your racks and you're pouring cement but I know like from the inside of Nvidia I know like from the inside of Nvidia I know like from the inside of Nvidia and Microsoft and folks like running and Microsoft and folks like running and Microsoft and folks like running these data centers the software the these data centers the software the these data centers the software the execution the operation the 247 nature execution the operation the 247 nature execution the operation the 247 nature of these systems it's really hard to of these systems it's really hard to of these systems it's really hard to execute at at like 99 like 59s or execute at at like 99 like 59s or execute at at like 99 like 59s or whatever the the quality is needed so whatever the the quality is needed so whatever the the quality is needed so it'll be interesting to see when these it'll be interesting to see when these it'll be interesting to see when these guys actually deploy like how stable and guys actually deploy like how stable and guys actually deploy like how stable and reliable are these new clouds with new reliable are these new clouds with new reliable are these new clouds with new architectures for yeah for businesses architectures for yeah for businesses architectures for yeah for businesses right like will Chevron bet on the right like will Chevron bet on the right like will Chevron bet on the cerebus data center for their operations cerebus data center for their operations cerebus data center for their operations I don't know you know I mean we see I'm I don't know you know I mean we see I'm I don't know you know I mean we see I'm not I'm just making that up I don't know not I'm just making that up I don't know not I'm just making that up I don't know no I think it's a good thing to make up no I think it's a good thing to make up no I think it's a good thing to make up kind like when he's talking about kind like when he's talking about kind like when he's talking about 900,000 and then one goes made me think 900,000 and then one goes made me think 900,000 and then one goes made me think about dead pixels on a screen that's about dead pixels on a screen that's about dead pixels on a screen that's where my brain went yeah which takes us where my brain went yeah which takes us where my brain went yeah which takes us back to Stephanie it's like like back to Stephanie it's like like back to Stephanie it's like like multitasking right now this conversation multitasking right now this conversation multitasking right now this conversation is like whatever you know oh my is like whatever you know oh my is like whatever you know oh my God blah blah blah blah so we we God blah blah blah blah so we we God blah blah blah blah so we we mentioned the g42 right out of Dubai mentioned the g42 right out of Dubai mentioned the g42 right out of Dubai that that's probably what you were that that's probably what you were that that's probably what you were talking about Pete and so the talking about Pete and so the talking about Pete and so the supercomputer is the Condor Galaxy 3 and supercomputer is the Condor Galaxy 3 and supercomputer is the Condor Galaxy 3 and there's I think there's they building

there's I think there's they building there's I think there's they building these massive data centers in three these massive data centers in three these massive data centers in three regions and it's supposedly going to be regions and it's supposedly going to be regions and it's supposedly going to be the largest the largest the largest AI AI AI supercomputer cluster of clusters in the supercomputer cluster of clusters in the supercomputer cluster of clusters in the world so that's what this is what these world so that's what this is what these world so that's what this is what these guys are involved with and actually um guys are involved with and actually um guys are involved with and actually um on the inference side it's Qualcomm on the inference side it's Qualcomm on the inference side it's Qualcomm they're going to be using the a AI they're going to be using the a AI they're going to be using the a AI 100 accelerator for that and I I don't 100 accelerator for that and I I don't 100 accelerator for that and I I don't I'm not you know I'm not clear on the I'm not you know I'm not clear on the I'm not you know I'm not clear on the details because that was just an details because that was just an details because that was just an announcement but it's going to be announcement but it's going to be announcement but it's going to be implemented is going to be interesting implemented is going to be interesting implemented is going to be interesting but that's they're partnering with but that's they're partnering with but that's they're partnering with qualcom for the inference side of all qualcom for the inference side of all qualcom for the inference side of all the stuff so this is all like training the stuff so this is all like training the stuff so this is all like training capacity but one of those chips is capacity but one of those chips is capacity but one of those chips is equivalent to I think around 30 x you equivalent to I think around 30 x you equivalent to I think around 30 x you know blackw chips if not you know um you know blackw chips if not you know um you know blackw chips if not you know um you know hoer Hopper gpus yeah think about know hoer Hopper gpus yeah think about know hoer Hopper gpus yeah think about it that that's the that's the Str you it that that's the that's the Str you it that that's the that's the Str you know like um design efficiency you get know like um design efficiency you get know like um design efficiency you get at the chip level um with these wa wafer at the chip level um with these wa wafer at the chip level um with these wa wafer these wafer things yeah yeah the one I these wafer things yeah yeah the one I these wafer things yeah yeah the one I was talking about was the technology was talking about was the technology was talking about was the technology innov Institute in Abu Dhabi and they innov Institute in Abu Dhabi and they innov Institute in Abu Dhabi and they have something called the Falcon Mamba have something called the Falcon Mamba have something called the Falcon Mamba 7B um so that was the that which is a 7B um so that was the that which is a 7B um so that was the that which is a cool name isn't it um Falcon Mamba cool name isn't it um Falcon Mamba cool name isn't it um Falcon Mamba Falcon Mamba yeah so they they they are Falcon Mamba yeah so they they they are Falcon Mamba yeah so they they they are building out a their own model building out a their own model building out a their own model architecture for like it's like a I architecture for like it's like a I architecture for like it's like a I would call it a small language M would call it a small language M would call it a small language M relative to the big the big ones um but relative to the big the big ones um but relative to the big the big ones um but actually and is a little a little pitch actually and is a little a little pitch actually and is a little a little pitch here so we are we are hosting a two-day

here so we are we are hosting a two-day here so we are we are hosting a two-day generative AI on the edge um seminar generative AI on the edge um seminar generative AI on the edge um seminar October 17th and 18th so if you go to October 17th and 18th so if you go to October 17th and 18th so if you go to tml.org you can register for free uh we tml.org you can register for free uh we tml.org you can register for free uh we will actually have researchers from the will actually have researchers from the will actually have researchers from the from tii from Abu Dhabi they're talking from tii from Abu Dhabi they're talking from tii from Abu Dhabi they're talking about the Falcon M 7B wow how they built about the Falcon M 7B wow how they built about the Falcon M 7B wow how they built it um plus we've got like a dozen dozen it um plus we've got like a dozen dozen it um plus we've got like a dozen dozen other speakers over a couple of days all other speakers over a couple of days all other speakers over a couple of days all talking about talking about talking about state-of-the-art about generative Ai and state-of-the-art about generative Ai and state-of-the-art about generative Ai and Transformer models and vlms and things Transformer models and vlms and things Transformer models and vlms and things are happening on edge um so make sure are happening on edge um so make sure are happening on edge um so make sure you tune in for that because there's you tune in for that because there's you tune in for that because there's going to be some really amazing speaks going to be some really amazing speaks going to be some really amazing speaks from Academia as well as some some of from Academia as well as some some of from Academia as well as some some of the really the normal Tech arm is in the really the normal Tech arm is in the really the normal Tech arm is in there and nxp and The Usual Suspects but there and nxp and The Usual Suspects but there and nxp and The Usual Suspects but it's really cool to hear from some of it's really cool to hear from some of it's really cool to hear from some of these researchers about you know these researchers about you know these researchers about you know building out these new model building out these new model building out these new model architectures um from Academia so yes architectures um from Academia so yes architectures um from Academia so yes the Falcon Muma the Falcon Muma the Falcon Muma 7B wow pretty I love that in Abu Dhabi 7B wow pretty I love that in Abu Dhabi 7B wow pretty I love that in Abu Dhabi so I love that Happ to be in Abu Dhabi so I love that Happ to be in Abu Dhabi so I love that Happ to be in Abu Dhabi stop by to the Falcon Mamba store and stop by to the Falcon Mamba store and stop by to the Falcon Mamba store and get a hat or something let me just grab get a hat or something let me just grab get a hat or something let me just grab a quick flight a quick flight a quick flight yeah flight you know course of course I yeah flight you know course of course I yeah flight you know course of course I would love to go there um I've never would love to go there um I've never would love to go there um I've never been I think they're doing an AI been I think they're doing an AI been I think they're doing an AI conference in November by the way conference in November by the way conference in November by the way although it happens to be on although it happens to be on although it happens to be on Thanksgiving day because they mentioned Thanksgiving day because they mentioned Thanksgiving day because they mentioned to me they like oh you should come over to me they like oh you should come over to me they like oh you should come over and I'm like oh calendar conflict here and I'm like oh calendar conflict here and I'm like oh calendar conflict here with W maybe we'll take the whole family with W maybe we'll take the whole family with W maybe we'll take the whole family to Abu Dhabi and do Thanksgiving there to Abu Dhabi and do Thanksgiving there to Abu Dhabi and do Thanksgiving there there you go Thanksgiving and Abu Dhabi there you go Thanksgiving and Abu Dhabi there you go Thanksgiving and Abu Dhabi everybody ex something to do there

ex something to do there yeah speaking of travel so yeah Austin yeah speaking of travel so yeah Austin yeah speaking of travel so yeah Austin next week is everyone excited about this next week is everyone excited about this next week is everyone excited about this first embedded World North America yes first embedded World North America yes first embedded World North America yes I'm super excited kind of big big for I'm super excited kind of big big for I'm super excited kind of big big for them I don't know what to them I don't know what to them I don't know what to expect yeah nber is they're trans expect yeah nber is they're trans expect yeah nber is they're trans they're transplanting nurg into Austin they're transplanting nurg into Austin they're transplanting nurg into Austin Texas so yeah I'm sure that'll fit Texas so yeah I'm sure that'll fit Texas so yeah I'm sure that'll fit perfectly yeah um well remember folks perfectly yeah um well remember folks perfectly yeah um well remember folks the Texas Hill Country was settled by the Texas Hill Country was settled by the Texas Hill Country was settled by Germans yes Germans yes Germans yes Texas that's the connection so that's Texas that's the connection so that's Texas that's the connection so that's the connection Springs all of that you the connection Springs all of that you the connection Springs all of that you see all those Sunday houses all that see all those Sunday houses all that see all those Sunday houses all that kind of limestone stuff that you'll go kind of limestone stuff that you'll go kind of limestone stuff that you'll go oh okay I get it yeah all right so there oh okay I get it yeah all right so there oh okay I get it yeah all right so there you go um yeah I'm gonna be in you go um yeah I'm gonna be in you go um yeah I'm gonna be in Boston for an analyst Summit thingy Boston for an analyst Summit thingy Boston for an analyst Summit thingy Boston nice I'm just in Boston last week Boston nice I'm just in Boston last week Boston nice I'm just in Boston last week for like four days really I literally for like four days really I literally for like four days really I literally have to fly all day on Monday a one day have to fly all day on Monday a one day have to fly all day on Monday a one day thing on Tuesday and then fly home on thing on Tuesday and then fly home on thing on Tuesday and then fly home on Wednesday you do red fly Monday night Wednesday you do red fly Monday night Wednesday you do red fly Monday night get there Tuesday Morning fly back get there Tuesday Morning fly back get there Tuesday Morning fly back Tuesday night completely exhausted yeah Tuesday night completely exhausted yeah Tuesday night completely exhausted yeah I can do that I'm not that smart um yeah I can do that I'm not that smart um yeah I can do that I'm not that smart um yeah yeah good I just got I just got off the yeah good I just got I just got off the yeah good I just got I just got off the phone this morning with the cable phone this morning with the cable phone this morning with the cable telepan Association they're they're telepan Association they're they're telepan Association they're they're having their um New York event in having their um New York event in having their um New York event in November and there's only like five of November and there's only like five of November and there's only like five of us analist so I'm like oh that's kind of us analist so I'm like oh that's kind of us analist so I'm like oh that's kind of a small group but

a small group but a small group but um yeah um you know I don't really get um yeah um you know I don't really get um yeah um you know I don't really get into the nuts and bolts on the content into the nuts and bolts on the content into the nuts and bolts on the content side um more on the B2B stuff but it's side um more on the B2B stuff but it's side um more on the B2B stuff but it's they had some interesting the msos kind they had some interesting the msos kind they had some interesting the msos kind of made a little list of things that of made a little list of things that of made a little list of things that they're interested in and um you know they're interested in and um you know they're interested in and um you know they're they've got they continue to they're they've got they continue to they're they've got they continue to keep their eyes on the carriers like keep their eyes on the carriers like keep their eyes on the carriers like around fixed Wireless and some other around fixed Wireless and some other around fixed Wireless and some other things but um nothing out of the things but um nothing out of the things but um nothing out of the ordinary of course they're looking at ordinary of course they're looking at ordinary of course they're looking at gen Ai and AI as well and what does that gen Ai and AI as well and what does that gen Ai and AI as well and what does that really do to to content and content really do to to content and content really do to to content and content delivery um B2B Services you know like delivery um B2B Services you know like delivery um B2B Services you know like Spotify has a DJ Now an AI DJ I need a Spotify has a DJ Now an AI DJ I need a Spotify has a DJ Now an AI DJ I need a DJ for my Xfinity box or whatever so DJ for my Xfinity box or whatever so DJ for my Xfinity box or whatever so it's tell me when El you why you watch it's tell me when El you why you watch it's tell me when El you why you watch this you know all that stuff yeah I mean this you know all that stuff yeah I mean this you know all that stuff yeah I mean you know they do their best with looking you know they do their best with looking you know they do their best with looking at your um content history and at your um content history and at your um content history and recommending things that they know that recommending things that they know that recommending things that they know that you've liked in the past if you're a big you've liked in the past if you're a big you've liked in the past if you're a big drama person they're going to suggest drama person they're going to suggest drama person they're going to suggest that but that's about as much as I've that but that's about as much as I've that but that's about as much as I've seen on their platforms pretty basic seen on their platforms pretty basic seen on their platforms pretty basic machine learning stuff yeah yeah it's machine learning stuff yeah yeah it's machine learning stuff yeah yeah it's real basic we've scraped your background real basic we've scraped your background real basic we've scraped your background and decided that you really love AR Ki and decided that you really love AR Ki and decided that you really love AR Ki and P Diddy and um we're going to make and P Diddy and um we're going to make and P Diddy and um we're going to make weird bizarre recommendations based on weird bizarre recommendations based on weird bizarre recommendations based on that is isn't there and there's like that is isn't there and there's like that is isn't there and there's like Diddy there's Diddy um like Diddy there's Diddy um like Diddy there's Diddy um like documentaries everywhere now like has documentaries everywhere now like has documentaries everywhere now like has one Netflix has one I'm like What's one Netflix has one I'm like What's one Netflix has one I'm like What's Happening Here we've had these in the Happening Here we've had these in the Happening Here we've had these in the vault waiting yeah right vault waiting yeah right vault waiting yeah right soon as the news hit he got arrested

soon as the news hit he got arrested soon as the news hit he got arrested everybody launches their um Diddy everybody launches their um Diddy everybody launches their um Diddy documentary oh my god wow you know you documentary oh my god wow you know you documentary oh my god wow you know you know are you guys I want to hear from know are you guys I want to hear from know are you guys I want to hear from you guys um here in the states or here you guys um here in the states or here you guys um here in the states or here in Texas I'm starting to see a lot of in Texas I'm starting to see a lot of in Texas I'm starting to see a lot of videos and pictures popping up from videos and pictures popping up from videos and pictures popping up from people that are starting to go to the people that are starting to go to the people that are starting to go to the stores and hoard they're buying all the stores and hoard they're buying all the stores and hoard they're buying all the water and the food and the water like in water and the food and the water like in water and the food and the water like in the milk and the bread and I'm like what the milk and the bread and I'm like what the milk and the bread and I'm like what is why are they doing that because they is why are they doing that because they is why are they doing that because they saw the video of the guy who's in charge saw the video of the guy who's in charge saw the video of the guy who's in charge of to the union for the long shoreman on of to the union for the long shoreman on of to the union for the long shoreman on the East Coast all the way to Texas and the East Coast all the way to Texas and the East Coast all the way to Texas and he's it's on Twitter he's on there he he's it's on Twitter he's on there he he's it's on Twitter he's on there he goes I will [ __ ] you he's like goes I will [ __ ] you he's like goes I will [ __ ] you he's like talking about that guy yeah yes well so talking about that guy yeah yes well so talking about that guy yeah yes well so so I just seeing videos of like the so I just seeing videos of like the so I just seeing videos of like the local Costco like in San Antonio and local Costco like in San Antonio and local Costco like in San Antonio and Austin and they're like the the shelves Austin and they're like the the shelves Austin and they're like the the shelves are empty and I'm like should I be doing are empty and I'm like should I be doing are empty and I'm like should I be doing something like what's happening I have something like what's happening I have something like what's happening I have not seen that here but I haven't I was not seen that here but I haven't I was not seen that here but I haven't I was at Costco a week ago but I didn't see at Costco a week ago but I didn't see at Costco a week ago but I didn't see anything but I all right I ran to the anything but I all right I ran to the anything but I all right I ran to the grocery store last night stocked up on grocery store last night stocked up on grocery store last night stocked up on charman Ultra actually I was in Safeway charman Ultra actually I was in Safeway charman Ultra actually I was in Safeway last night I didn't see anything unusual last night I didn't see anything unusual last night I didn't see anything unusual but now okay good I'm like the word yet but now okay good I'm like the word yet but now okay good I'm like the word yet these weird Texans they're these weird Texans they're these weird Texans they're like if you listen to this guy you know like if you listen to this guy you know like if you listen to this guy you know obviously he's for fact but he's like obviously he's for fact but he's like obviously he's for fact but he's like he's like Lumber won't come in and so he's like Lumber won't come in and so he's like Lumber won't come in and so all the construction sites will go down all the construction sites will go down all the construction sites will go down and those guys will get laid off and and those guys will get laid off and and those guys will get laid off and then all the new cars won't be coming in then all the new cars won't be coming in then all the new cars won't be coming in and so car dealership salesman they're and so car dealership salesman they're and so car dealership salesman they're all going to get laid off and then the all going to get laid off and then the all going to get laid off and then the whatever you know he's just talking whatever you know he's just talking whatever you know he's just talking about how we're so dep which is a good

about how we're so dep which is a good about how we're so dep which is a good discussion on taking dependencies on discussion on taking dependencies on discussion on taking dependencies on other countries or other whatevers you other countries or other whatevers you other countries or other whatevers you know um yeah you're right it was like a know um yeah you're right it was like a know um yeah you're right it was like a gloom and doom it's like without without gloom and doom it's like without without gloom and doom it's like without without the long shoreman you know the whole the long shoreman you know the whole the long shoreman you know the whole country Ison good negotiating position country Ison good negotiating position country Ison good negotiating position but you but you but you know there's a there is a huge I forgot know there's a there is a huge I forgot know there's a there is a huge I forgot the name of the book I should I'll maybe the name of the book I should I'll maybe the name of the book I should I'll maybe I'll look it up during the show but I'll look it up during the show but I'll look it up during the show but there's a book about transportation and there's a book about transportation and there's a book about transportation and about the whole Transportation about the whole Transportation about the whole Transportation infrastructure cars trucks trains you infrastructure cars trucks trains you infrastructure cars trucks trains you know and how everything moves so much know and how everything moves so much know and how everything moves so much around the world shipping you know uh around the world shipping you know uh around the world shipping you know uh cargo ships it's fascinating and the cargo ships it's fascinating and the cargo ships it's fascinating and the dependencies we have on truckers and and dependencies we have on truckers and and dependencies we have on truckers and and and the train systems to move stuff from and the train systems to move stuff from and the train systems to move stuff from ports to shelves is ports to shelves is ports to shelves is amazing I'm sure if this strike amazing I'm sure if this strike amazing I'm sure if this strike continues we're going to find out real continues we're going to find out real continues we're going to find out real soon what Commodities and what products soon what Commodities and what products soon what Commodities and what products that we're going to start having to live that we're going to start having to live that we're going to start having to live without because they're not coming into without because they're not coming into without because they're not coming into the you know you saw cat litter I was we the you know you saw cat litter I was we the you know you saw cat litter I was we were out of cat litter at the local were out of cat litter at the local were out of cat litter at the local store like the store like the store like the brand that we use they're like yes it's brand that we use they're like yes it's brand that we use they're like yes it's out until like October and everyone was out until like October and everyone was out until like October and everyone was like they're foring cat litter yeah and like they're foring cat litter yeah and like they're foring cat litter yeah and I noticed that I can't get my pizza I noticed that I can't get my pizza I noticed that I can't get my pizza sauce at Trader Joe's and I haven't been sauce at Trader Joe's and I haven't been sauce at Trader Joe's and I haven't been able to get it for months oh my God I able to get it for months oh my God I able to get it for months oh my God I was panicking are you okay oh oh the was panicking are you okay oh oh the was panicking are you okay oh oh the travesty oh I'm gonna make it but but travesty oh I'm gonna make it but but travesty oh I'm gonna make it but but you get your spicy Pizza it's the spicy you get your spicy Pizza it's the spicy you get your spicy Pizza it's the spicy piz it's your sauce makes the difference piz it's your sauce makes the difference piz it's your sauce makes the difference I but I heard on the news this morning I but I heard on the news this morning I but I heard on the news this morning related to the whole strike thing that related to the whole strike thing that related to the whole strike thing that like uh Nova nordis European uh Pharma

like uh Nova nordis European uh Pharma like uh Nova nordis European uh Pharma folks were shipping lots of weight loss folks were shipping lots of weight loss folks were shipping lots of weight loss injections that are so popular in injections that are so popular in injections that are so popular in America they're like we'll be switching America they're like we'll be switching America they're like we'll be switching to Air Freight uh I mean people you know to Air Freight uh I mean people you know to Air Freight uh I mean people you know obviously it's mostly Europe and that obviously it's mostly Europe and that obviously it's mostly Europe and that stuff coming into Atlantic ports right stuff coming into Atlantic ports right stuff coming into Atlantic ports right and so uh you know in Middle East and and so uh you know in Middle East and and so uh you know in Middle East and things like that and so they they were things like that and so they they were things like that and so they they were already talking about it it's like okay already talking about it it's like okay already talking about it it's like okay if you can they'll switch to Air Freight if you can they'll switch to Air Freight if you can they'll switch to Air Freight it'll cost more money than ships but you it'll cost more money than ships but you it'll cost more money than ships but you know yeah just Jack the prices up no big know yeah just Jack the prices up no big know yeah just Jack the prices up no big deal is the novaris are they the OIC deal is the novaris are they the OIC deal is the novaris are they the OIC people that the I think or Eli ly one of people that the I think or Eli ly one of people that the I think or Eli ly one of them you know is one of them I don't them you know is one of them I don't them you know is one of them I don't know noo Nordisk Lea ly all those kind know noo Nordisk Lea ly all those kind know noo Nordisk Lea ly all those kind of guys you of guys you of guys you know yeah that's right that's right yeah know yeah that's right that's right yeah know yeah that's right that's right yeah but but but meanwhile where most of the stuff comes meanwhile where most of the stuff comes meanwhile where most of the stuff comes in if you hadn't been keeping up with in if you hadn't been keeping up with in if you hadn't been keeping up with current events current events current events it's actually com most stuff comes from it's actually com most stuff comes from it's actually com most stuff comes from Asia to America and that would be Tacoma Asia to America and that would be Tacoma Asia to America and that would be Tacoma that would be as Dr Dre would say West that would be as Dr Dre would say West that would be as Dr Dre would say West Coast you know you know yes baby exactly Coast you know you know yes baby exactly Coast you know you know yes baby exactly none of that beach that's a huge one none of that beach that's a huge one none of that beach that's a huge one exactly Long Beach the biggest port in exactly Long Beach the biggest port in exactly Long Beach the biggest port in the city they call Long Beach exactly the city they call Long Beach exactly the city they call Long Beach exactly exactly City of Long Beach yeah Long exactly City of Long Beach yeah Long exactly City of Long Beach yeah Long Beach and Compton are getting together Beach and Compton are getting together Beach and Compton are getting together yeah yeah yeah well that oh my goodness that might uh well that oh my goodness that might uh well that oh my goodness that might uh spur spur spur spur spur spur a a movement

a a movement a a movement toward automating you know because these toward automating you know because these toward automating you know because these guys are guys are guys are intentionally you know crazy cating risk intentionally you know crazy cating risk intentionally you know crazy cating risk right yeah yeah I mean it's the first right yeah yeah I mean it's the first right yeah yeah I mean it's the first strike I've ever heard the strikers just strike I've ever heard the strikers just strike I've ever heard the strikers just come right out and say no more come right out and say no more come right out and say no more automation is allowed that's part of the automation is allowed that's part of the automation is allowed that's part of the deal who's going to agree to that yeah deal who's going to agree to that yeah deal who's going to agree to that yeah right crazy yeah right crazy yeah right crazy yeah they said there's already there are they said there's already there are they said there's already there are already signs of um everything being already signs of um everything being already signs of um everything being backed up already um in the port so backed up already um in the port so backed up already um in the port so they're just sitting there and what they're just sitting there and what they're just sitting there and what happens to all those truckers that were happens to all those truckers that were happens to all those truckers that were meant to pick up those you know yeah meant to pick up those you know yeah meant to pick up those you know yeah those particular you know they have those particular you know they have those particular you know they have where are they sitting are they even where are they sitting are they even where are they sitting are they even being dispatched are they just sitting being dispatched are they just sitting being dispatched are they just sitting around waiting for this yeah it's a around waiting for this yeah it's a around waiting for this yeah it's a tough one I think going back to the I tough one I think going back to the I tough one I think going back to the I think Lenard you make that point about think Lenard you make that point about think Lenard you make that point about change you know inherently we you as change you know inherently we you as change you know inherently we you as humans don't like change right back when humans don't like change right back when humans don't like change right back when we were in the on the Savannah and the we were in the on the Savannah and the we were in the on the Savannah and the caves and stuff change usually meant caves and stuff change usually meant caves and stuff change usually meant something bad like some sort of something bad like some sort of something bad like some sort of saber-tooth tiger was going to come and saber-tooth tiger was going to come and saber-tooth tiger was going to come and eat you so exactly I think we're eat you so exactly I think we're eat you so exactly I think we're programmed to like anytime there's programmed to like anytime there's programmed to like anytime there's change we just kind of um probably look change we just kind of um probably look change we just kind of um probably look at it pretty reluctantly it's changing at it pretty reluctantly it's changing at it pretty reluctantly it's changing in an or changing in our personal lives in an or changing in our personal lives in an or changing in our personal lives you know it always creates stress and so you know it always creates stress and so you know it always creates stress and so for a worker or someone who's been doing for a worker or someone who's been doing for a worker or someone who's been doing a career for a long time these kinds of a career for a long time these kinds of a career for a long time these kinds of changes are really hard to kind of wrap changes are really hard to kind of wrap changes are really hard to kind of wrap their heads around and so the first their heads around and so the first their heads around and so the first reaction is okay no change that's that's reaction is okay no change that's that's reaction is okay no change that's that's the first reaction and then it's like the first reaction and then it's like the first reaction and then it's like okay well if there is change then how okay well if there is change then how okay well if there is change then how does this change actually become a does this change actually become a does this change actually become a creative and that can be really hard creative and that can be really hard creative and that can be really hard because sometimes there is a good answer because sometimes there is a good answer because sometimes there is a good answer sometimes and maybe instead of saying no

sometimes and maybe instead of saying no sometimes and maybe instead of saying no automation they come up with a plan that automation they come up with a plan that automation they come up with a plan that says okay for the jobs that are being says okay for the jobs that are being says okay for the jobs that are being displaced what what opens up next or displaced what what opens up next or displaced what what opens up next or what training can we what training can we what training can we get start to manage mitigation yeah um get start to manage mitigation yeah um get start to manage mitigation yeah um but I mean hopefully those conversations but I mean hopefully those conversations but I mean hopefully those conversations are being had um because we don't want are being had um because we don't want are being had um because we don't want this to have to be a long strike well this to have to be a long strike well this to have to be a long strike well yeah but you know the problem the yeah but you know the problem the yeah but you know the problem the problem is is there's always this um problem is is there's always this um problem is is there's always this um promise of um you know retraining or um promise of um you know retraining or um promise of um you know retraining or um you know modernizing the workforce then you know modernizing the workforce then you know modernizing the workforce then that investment I don't know doesn't that investment I don't know doesn't that investment I don't know doesn't happen sometimes although there is a lot happen sometimes although there is a lot happen sometimes although there is a lot I mean there's been a big shift for I mean there's been a big shift for I mean there's been a big shift for example and like people are like a lot example and like people are like a lot example and like people are like a lot of new green energy jobs have happened of new green energy jobs have happened of new green energy jobs have happened that those jobs didn't exist a long time that those jobs didn't exist a long time that those jobs didn't exist a long time ago the people were doing something else ago the people were doing something else ago the people were doing something else and so there's hundreds of thousands of and so there's hundreds of thousands of and so there's hundreds of thousands of new green energy jobs that didn't exist new green energy jobs that didn't exist new green energy jobs that didn't exist Maybe years ago so I don't know what Maybe years ago so I don't know what Maybe years ago so I don't know what those new jobs are for these workers per those new jobs are for these workers per those new jobs are for these workers per se I'm not an expert I I would recommend se I'm not an expert I I would recommend se I'm not an expert I I would recommend the the the trades um trades um trades um because you know what plumbers are so because you know what plumbers are so because you know what plumbers are so fraking expensive definitely need more fraking expensive definitely need more fraking expensive definitely need more Plum God these guys are charging $200 Plum God these guys are charging $200 Plum God these guys are charging $200 $300 an hour lonard did you clog your $300 an hour lonard did you clog your $300 an hour lonard did you clog your toilet up what happened my did what's toilet up what happened my did what's toilet up what happened my did what's the back story did your tenant did do you have a bunch of your tenant did do you have a bunch of airbnbs What's Happen I no no no hey I airbnbs What's Happen I no no no hey I airbnbs What's Happen I no no no hey I am totally serious you want you am totally serious you want you am totally serious you want you want you want to find opportunity it's

want you want to find opportunity it's want you want to find opportunity it's not in freaking iot or even this not in freaking iot or even this not in freaking iot or even this generative AI stuff which is probably generative AI stuff which is probably generative AI stuff which is probably get completely get completely get completely diluted freaking get into the trades diluted freaking get into the trades diluted freaking get into the trades yeah right I am serious these guys are yeah right I am serious these guys are yeah right I am serious these guys are making a killing and you know charging making a killing and you know charging making a killing and you know charging three my dad my dad's an right now HVAC three my dad my dad's an right now HVAC three my dad my dad's an right now HVAC and he you know he does commercial and and he you know he does commercial and and he you know he does commercial and residential and we need more of that residential and we need more of that residential and we need more of that think about it's slow right now why is think about it's slow right now why is think about it's slow right now why is it slow because right now everyone is it slow because right now everyone is it slow because right now everyone is holding on to their money for replacing holding on to their money for replacing holding on to their money for replacing their HVAC system replacing their their HVAC system replacing their their HVAC system replacing their electrical system whatever it is they're electrical system whatever it is they're electrical system whatever it is they're waiting until they're waiting to see waiting until they're waiting to see waiting until they're waiting to see what's happen with the election because what's happen with the election because what's happen with the election because people don't know where their money's people don't know where their money's people don't know where their money's going and so right now and I'm hearing going and so right now and I'm hearing going and so right now and I'm hearing that in the real estate market as well that in the real estate market as well that in the real estate market as well they have the highest rate of offers they have the highest rate of offers they have the highest rate of offers being made and being rescinded in the being made and being rescinded in the being made and being rescinded in the United States and they have had it's United States and they have had it's United States and they have had it's because there's so much uncertainty with because there's so much uncertainty with because there's so much uncertainty with money the economy that they're just money the economy that they're just money the economy that they're just waiting to see what happens with the waiting to see what happens with the waiting to see what happens with the election first then maybe they'll figure election first then maybe they'll figure election first then maybe they'll figure out what's going to happen next so they out what's going to happen next so they out what's going to happen next so they can make a decision well that's possible can make a decision well that's possible can make a decision well that's possible that no matter what happens with the that no matter what happens with the that no matter what happens with the election it proba any difference it's election it proba any difference it's election it proba any difference it's the same yeah I the same yeah I the same yeah I know still anxiety there it's having know still anxiety there it's having know still anxiety there it's having irrel a decision irrel a decision irrel a decision criteria yeah I think to to uh Leonard's criteria yeah I think to to uh Leonard's criteria yeah I think to to uh Leonard's Point like getting stuff to work in the Point like getting stuff to work in the Point like getting stuff to work in the real world which is what I sort of real world which is what I sort of real world which is what I sort of consider the trades is like really consider the trades is like really consider the trades is like really valuable stuff like yeah we all have

valuable stuff like yeah we all have valuable stuff like yeah we all have those stories right and you and it's those stories right and you and it's those stories right and you and it's it's I I don't know if it's Prime for it's I I don't know if it's Prime for it's I I don't know if it's Prime for disruption but it's certainly an disruption but it's certainly an disruption but it's certainly an opportunity just making [ __ ] work in the opportunity just making [ __ ] work in the opportunity just making [ __ ] work in the real world is just super lital we all real world is just super lital we all real world is just super lital we all work we all work in the virtual world work we all work in the virtual world work we all work in the virtual world right flowing and like prompt of crap right flowing and like prompt of crap right flowing and like prompt of crap and no one cares but people that and no one cares but people that and no one cares but people that actually make stuff work in the real actually make stuff work in the real actually make stuff work in the real world to Super bits crap [ __ ] it's all world to Super bits crap [ __ ] it's all world to Super bits crap [ __ ] it's all like what we talked about in the past like what we talked about in the past like what we talked about in the past about the whole build about the whole build about the whole build submarines submarines submarines deal they need a 100,000 workers to help deal they need a 100,000 workers to help deal they need a 100,000 workers to help build submarines you know on the East build submarines you know on the East build submarines you know on the East Coast or apparently there's jobs all Coast or apparently there's jobs all Coast or apparently there's jobs all over the place but either in Virginia or over the place but either in Virginia or over the place but either in Virginia or Connecticut it's back to the trades can Connecticut it's back to the trades can Connecticut it's back to the trades can you do you know how to do welding go you do you know how to do welding go you do you know how to do welding go take a course on in fact a lot of these take a course on in fact a lot of these take a course on in fact a lot of these places we'll train you to welder yeah places we'll train you to welder yeah places we'll train you to welder yeah they'll give you the job once you're they'll give you the job once you're they'll give you the job once you're done with the training like that's done with the training like that's done with the training like that's what's happening and happening with the what's happening and happening with the what's happening and happening with the pilots they're like saying okay because pilots they're like saying okay because pilots they're like saying okay because my you know my son's all in the in that my you know my son's all in the in that my you know my son's all in the in that market and Industry and he's like market and Industry and he's like market and Industry and he's like they're actually saying go ahead we pay they're actually saying go ahead we pay they're actually saying go ahead we pay for your training your commercial for your training your commercial for your training your commercial license and we're going to already license and we're going to already license and we're going to already automatically offer you that job Delta automatically offer you that job Delta automatically offer you that job Delta American Airlines Southwest because we American Airlines Southwest because we American Airlines Southwest because we it's it's the shortage problem and I'm it's it's the shortage problem and I'm it's it's the shortage problem and I'm sure the same thing with the trades is sure the same thing with the trades is sure the same thing with the trades is there there are companies that are there there are companies that are there there are companies that are willing to invest in those Tradesmen to willing to invest in those Tradesmen to willing to invest in those Tradesmen to get their training because they need get their training because they need get their training because they need them and they're going to hire them yeah them and they're going to hire them yeah them and they're going to hire them yeah let's let's hear it for our fighter let's let's hear it for our fighter let's let's hear it for our fighter pilots you know

military Wason another job opportunity military Wason another job opportunity is apparently all the hyperscalers are is apparently all the hyperscalers are is apparently all the hyperscalers are going to start building their own going to start building their own going to start building their own nuclear power plants so yes go you know nuclear power plants so yes go you know nuclear power plants so yes go you know if you're if you're in the nuclear power if you're if you're in the nuclear power if you're if you're in the nuclear power plant building business I would say you plant building business I would say you plant building business I would say you got a great future ahead of you nuclear got a great future ahead of you nuclear got a great future ahead of you nuclear Engineers you can work at Microsoft AWS Engineers you can work at Microsoft AWS Engineers you can work at Microsoft AWS Google you know and just build power Google you know and just build power Google you know and just build power plants I think it sounds I love it I plants I think it sounds I love it I plants I think it sounds I love it I love it who would have thought that it love it who would have thought that it love it who would have thought that it would take AI data centers to get people would take AI data centers to get people would take AI data centers to get people to go okay I guess we'll go back to to go okay I guess we'll go back to to go okay I guess we'll go back to nuclear power okay y who knew What's nuclear power okay y who knew What's nuclear power okay y who knew What's happen is'll nuclear plants and thenes happen is'll nuclear plants and thenes happen is'll nuclear plants and thenes you'll buy your electricity from AWS or you'll buy your electricity from AWS or you'll buy your electricity from AWS or Microsoft because they'll have they'll Microsoft because they'll have they'll Microsoft because they'll have they'll be running the power plants so part of be running the power plants so part of be running the power plants so part of your M365 subscription is like the part your M365 subscription is like the part your M365 subscription is like the part of your M36 of your M36 of your M36 your power to your house I did watch you your power to your house I did watch you your power to your house I did watch you got pay you got to pay your power plant got pay you got to pay your power plant got pay you got to pay your power plant fee when you get your fee when you get your fee when you get your offic I know different people have mixed offic I know different people have mixed offic I know different people have mixed emotions about Bill Gates these days as emotions about Bill Gates these days as emotions about Bill Gates these days as opposed to maybe how they used to feel opposed to maybe how they used to feel opposed to maybe how they used to feel about him but I did like there's a new about him but I did like there's a new about him but I did like there's a new documentary on Netflix uh that he put on documentary on Netflix uh that he put on documentary on Netflix uh that he put on that's covering AI but it talks about that's covering AI but it talks about that's covering AI but it talks about sustainability and everything really sustainability and everything really sustainability and everything really good actually lots of good guests and good actually lots of good guests and good actually lots of good guests and stuff like that the AI segment was stuff like that the AI segment was stuff like that the AI segment was unbelievably incredible but the energy unbelievably incredible but the energy unbelievably incredible but the energy part and the sustainability kind of you part and the sustainability kind of you part and the sustainability kind of you cuz he wrote that book about stopping a cuz he wrote that book about stopping a cuz he wrote that book about stopping a climate crisis and you know it makes it climate crisis and you know it makes it climate crisis and you know it makes it really simple here's the pie chart you really simple here's the pie chart you really simple here's the pie chart you know generating electricity is this know generating electricity is this know generating electricity is this giant wedge of the pie chart and it's giant wedge of the pie chart and it's giant wedge of the pie chart and it's electricity is generated by coal natural electricity is generated by coal natural electricity is generated by coal natural gas you know oil that kind of thing

gas you know oil that kind of thing gas you know oil that kind of thing buildings you know transportation that buildings you know transportation that buildings you know transportation that stuff we've talked about before and stuff we've talked about before and stuff we've talked about before and sustainability and so you know obviously sustainability and so you know obviously sustainability and so you know obviously he's been doing he's got Terra power and he's been doing he's got Terra power and he's been doing he's got Terra power and breakthrough energy and they're building breakthrough energy and they're building breakthrough energy and they're building a nuclear power plant in Wyoming he's a nuclear power plant in Wyoming he's a nuclear power plant in Wyoming he's bring it in a place where they're going bring it in a place where they're going bring it in a place where they're going to be shutting down a coal plant and the to be shutting down a coal plant and the to be shutting down a coal plant and the thinking was let's swap those coal minor thinking was let's swap those coal minor thinking was let's swap those coal minor coal jobs for working at the nuclear coal jobs for working at the nuclear coal jobs for working at the nuclear power plant you know which makes sense power plant you know which makes sense power plant you know which makes sense because you got to be thoughtful about because you got to be thoughtful about because you got to be thoughtful about like hom Simpson you're right there you like hom Simpson you're right there you like hom Simpson you're right there you go yeah Homer was way ahead of his time go yeah Homer was way ahead of his time go yeah Homer was way ahead of his time yeah he was there there's so many like yeah he was there there's so many like yeah he was there there's so many like fun things you can go back to that show fun things you can go back to that show fun things you can go back to that show and just like laugh at the things that and just like laugh at the things that and just like laugh at the things that are happening today well you know I are happening today well you know I are happening today well you know I think there's something that's going to think there's something that's going to think there's something that's going to comp heat um for energy that's probably comp heat um for energy that's probably comp heat um for energy that's probably more important than generative Ai and more important than generative Ai and more important than generative Ai and you know what that you know what that you know what that is airing it's not a joke there there's airing it's not a joke there there's it's actually becoming a thing because it's actually becoming a thing because it's actually becoming a thing because the planet you know certain regions are the planet you know certain regions are the planet you know certain regions are getting so extremely hot air getting so extremely hot air getting so extremely hot air conditioning is going to become conditioning is going to become conditioning is going to become essential where it wasn't before you can essential where it wasn't before you can essential where it wasn't before you can you know maybe sit underneath a tree or you know maybe sit underneath a tree or you know maybe sit underneath a tree or just go to a Starbucks with the rest of just go to a Starbucks with the rest of just go to a Starbucks with the rest of the the the community and do communal cooling uh community and do communal cooling uh community and do communal cooling uh what you're saying is it's getting hot what you're saying is it's getting hot what you're saying is it's getting hot in here yes okay and everyone has to in here yes okay and everyone has to in here yes okay and everyone has to take off all their clothes eventually I take off all their clothes eventually I take off all their clothes eventually I that that was one thing that was always that that was one thing that was always that that was one thing that was always shocking to me speaking of that is I was shocking to me speaking of that is I was shocking to me speaking of that is I was looking at these college forums and I

looking at these college forums and I looking at these college forums and I just completely like was in shocked just completely like was in shocked just completely like was in shocked because in Texas we all have air because in Texas we all have air because in Texas we all have air conditionings but then I started seeing conditionings but then I started seeing conditionings but then I started seeing the parents go what am I going to do my the parents go what am I going to do my the parents go what am I going to do my kids are we're moving my kid in there's kids are we're moving my kid in there's kids are we're moving my kid in there's no air conditioning in their dorms and no air conditioning in their dorms and no air conditioning in their dorms and I'm like I didn't think about that in I'm like I didn't think about that in I'm like I didn't think about that in the Northeast not all the college dorms the Northeast not all the college dorms the Northeast not all the college dorms actually have air conditioning nope so actually have air conditioning nope so actually have air conditioning nope so they're talking about this great fan they're talking about this great fan they're talking about this great fan everyone's buying and gotta get this the everyone's buying and gotta get this the everyone's buying and gotta get this the only one that works and I'm so it made only one that works and I'm so it made only one that works and I'm so it made me realize wow I'm in my little Texas me realize wow I'm in my little Texas me realize wow I'm in my little Texas bubble I just assume they have air bubble I just assume they have air bubble I just assume they have air conditioning in those dorms well we conditioning in those dorms well we conditioning in those dorms well we really need to get those uh we need to really need to get those uh we need to really need to get those uh we need to get those dun suits working so everyone get those dun suits working so everyone get those dun suits working so everyone wears their own cool suit suit exactly wears their own cool suit suit exactly wears their own cool suit suit exactly that's so that's genius you need to pop that's so that's genius you need to pop that's so that's genius you need to pop in um pop in the music where we we had a in um pop in the music where we we had a in um pop in the music where we we had a lot of music references today so you lot of music references today so you lot of music references today so you need to pop in some of that need to pop in some of that need to pop in some of that yeah full circle air conditioning the yeah full circle air conditioning the yeah full circle air conditioning the trade trade trade HVAC there you go HVAC be electrician be HVAC there you go HVAC be electrician be HVAC there you go HVAC be electrician be a plumber be a welder in dun suit swamp a plumber be a welder in dun suit swamp a plumber be a welder in dun suit swamp coolers they're coming back swamp coolers they're coming back swamp coolers they're coming back swamp coolers yeah there you coolers yeah there you coolers yeah there you go yeah so SW coolers make it a don't go yeah so SW coolers make it a don't go yeah so SW coolers make it a don't call it a comeback call it a comeback call it a comeback come back there we go more music back there we go more music reference this is gonna be like a a rick reference this is gonna be like a a rick reference this is gonna be like a a rick bi DJ kind of weird station I know this bi DJ kind of weird station I know this bi DJ kind of weird station I know this is where we're headed pretty soon you is where we're headed pretty soon you is where we're headed pretty soon you know and you know what Rob I just saw a know and you know what Rob I just saw a know and you know what Rob I just saw a meme yesterday and it said people that meme yesterday and it said people that meme yesterday and it said people that suffer from ad ADHD they have a music

suffer from ad ADHD they have a music suffer from ad ADHD they have a music reference for everything and I'm like oh reference for everything and I'm like oh reference for everything and I'm like oh my God that's me yeah I have my God that's me yeah I have my God that's me yeah I have ADHD oh I guarantee you next week you're ADHD oh I guarantee you next week you're ADHD oh I guarantee you next week you're going to get on there and PE it's going going to get on there and PE it's going going to get on there and PE it's going to go all right today we're going to to go all right today we're going to to go all right today we're going to talk about what makes this song great talk about what makes this song great talk about what makes this song great and he's going to talk about Smells Like and he's going to talk about Smells Like and he's going to talk about Smells Like Teen Spirit and we're going to spend the Teen Spirit and we're going to spend the Teen Spirit and we're going to spend the whole hour breaking down different parts whole hour breaking down different parts whole hour breaking down different parts of the song and why people like it and of the song and why people like it and of the song and why people like it and we won't know that anything has changed we won't know that anything has changed we won't know that anything has changed in our lives that we weren't talking in our lives that we weren't talking in our lives that we weren't talking about iot it'll be like yeah okay yeah about iot it'll be like yeah okay yeah about iot it'll be like yeah okay yeah that's what I want to talk about did we that's what I want to talk about did we that's what I want to talk about did we talk about iot today you said it we just talk about iot today you said it we just talk about iot today you said it we just did it there you go just did it embedded did it there you go just did it embedded did it there you go just did it embedded world see you there machine world see you there machine world see you there machine learning yes learning yes learning yes yes in better world you're gonna have yes in better world you're gonna have yes in better world you're gonna have iot stars you're gonna have iot iot stars you're gonna have iot iot stars you're gonna have iot stars Square you're gonna have block stars Square you're gonna have block stars Square you're gonna have block during his iot show so that's iot is yes during his iot show so that's iot is yes during his iot show so that's iot is yes I'm going to be interviewing nicool I'm going to be interviewing nicool I'm going to be interviewing nicool Dugal from ccom in a fireside chat on Dugal from ccom in a fireside chat on Dugal from ccom in a fireside chat on October 9th if people want to see that October 9th if people want to see that October 9th if people want to see that talk about all things Edge and I will be talk about all things Edge and I will be talk about all things Edge and I will be doing a a recorded session with him that doing a a recorded session with him that doing a a recorded session with him that I'll produce and send out later also um I'll produce and send out later also um I'll produce and send out later also um I'll be doing a fir side chat with Blues I'll be doing a fir side chat with Blues I'll be doing a fir side chat with Blues I'm good Blues I'm good Blues I'm good Blues wirel we love our friends at Blues I wirel we love our friends at Blues I wirel we love our friends at Blues I apologize but I need apologize but I need apologize but I need to yeah oh yeah quick he us out Rob okay to yeah oh yeah quick he us out Rob okay to yeah oh yeah quick he us out Rob okay yes thanks so much for coming to iot yes thanks so much for coming to iot yes thanks so much for coming to iot Coffee Talk it was fabulous having you Coffee Talk it was fabulous having you Coffee Talk it was fabulous having you here you know the real story behind all here you know the real story behind all here you know the real story behind all this aside from all this latest tech

this aside from all this latest tech this aside from all this latest tech news and geopolitics and everything is news and geopolitics and everything is news and geopolitics and everything is it's really it's all about elevat our it's really it's all about elevat our it's really it's all about elevat our kids please go to elevat our kids.org kids please go to elevat our kids.org kids please go to elevat our kids.org make a donation we're close in that make a donation we're close in that make a donation we're close in that digital divide in the real way getting digital divide in the real way getting digital divide in the real way getting kids laptops connectivity so they can do kids laptops connectivity so they can do kids laptops connectivity so they can do homework from home without having to be homework from home without having to be homework from home without having to be in school it's all good and we're going in school it's all good and we're going in school it's all good and we're going to help them and we're going to get it's to help them and we're going to get it's to help them and we're going to get it's going to be great and then they're going going to be great and then they're going going to be great and then they're going to get all this digital knowledge and to get all this digital knowledge and to get all this digital knowledge and then they become plumbers yeah see you then they become plumbers yeah see you then they become plumbers yeah see you next week there goad peace out all peace next week there goad peace out all peace next week there goad peace out all peace out