IoT Coffee Talk: Episode 213 - Jumping the Gen AI Shark

call I exposes you know that's right you call I exposes you know that's right you got to do the job you know make that got to do the job you know make that got to do the job you know make that money some lunch money some lunch money some lunch somewhere what's that some AI lunch somewhere what's that some AI lunch somewhere what's that some AI lunch somewhere I'm sure that's exactly what somewhere I'm sure that's exactly what somewhere I'm sure that's exactly what it is absolutely a new AI launch yeah it is absolutely a new AI launch yeah it is absolutely a new AI launch yeah seems like uh he's been more open to seems like uh he's been more open to seems like uh he's been more open to generative AI than he was initially when generative AI than he was initially when generative AI than he was initially when we had the initial we had the initial we had the initial conversations you mean he's not just conversations you mean he's not just conversations you mean he's not just making fun of it all the time and saying making fun of it all the time and saying making fun of it all the time and saying it's stupid and all it's stupid and all it's stupid and all that yeah that yeah that yeah yeah was a there was a I think I posted yeah was a there was a I think I posted yeah was a there was a I think I posted it on LinkedIn somewhere there was a it on LinkedIn somewhere there was a it on LinkedIn somewhere there was a great kind of a AI landscape Gardner great kind of a AI landscape Gardner great kind of a AI landscape Gardner analyst which I find funny so which analyst which I find funny so which analyst which I find funny so which shows you know AI at the center and all shows you know AI at the center and all shows you know AI at the center and all the different variation and my comment the different variation and my comment the different variation and my comment was oh J is as we say in French Le vage was oh J is as we say in French Le vage was oh J is as we say in French Le vage so he's the village idiot so he's the village idiot so he's the village idiot so I think it's a good analogy The so I think it's a good analogy The so I think it's a good analogy The Village Idiot I like that that's good could be that could be a thing you know could be that could be a thing you know be yeah if you look at what's happening be yeah if you look at what's happening be yeah if you look at what's happening in France these day on the political in France these day on the political in France these day on the political side I have no idea yeah well it's it's side I have no idea yeah well it's it's side I have no idea yeah well it's it's complicated so I heard macron was gonna complicated so I heard macron was gonna complicated so I heard macron was gonna do a snap election that's all I heard in do a snap election that's all I heard in do a snap election that's all I heard in the the the news yeah I mean he he called for the news yeah I mean he he called for the news yeah I mean he he called for the way he call for the people to go vote way he call for the people to go vote way he call for the people to go vote back for the assembly because there was

back for the assembly because there was back for the assembly because there was a there's a European election and you a there's a European election and you a there's a European election and you know the the istics of elections in know the the istics of elections in know the the istics of elections in France is that when there's an election France is that when there's an election France is that when there's an election you know for Europe or an election for you know for Europe or an election for you know for Europe or an election for the assembly an election for the the assembly an election for the the assembly an election for the president French people don't care they president French people don't care they president French people don't care they always kind of vote for the president or always kind of vote for the president or always kind of vote for the president or against so they don't care about the against so they don't care about the against so they don't care about the subject you know it could be it could be subject you know it could be it could be subject you know it could be it could be an election about salami would see so we an election about salami would see so we an election about salami would see so we are poor against maon so so the European are poor against maon so so the European are poor against maon so so the European election became kind of a you know pulse election became kind of a you know pulse election became kind of a you know pulse of you know how macron is doing and he of you know how macron is doing and he of you know how macron is doing and he lost badly see so I wonder what was lost badly see so I wonder what was lost badly see so I wonder what was happen over here if we had snap happen over here if we had snap happen over here if we had snap elections as opposed to elections as opposed to elections as opposed to these like multi-year multi-billion these like multi-year multi-billion these like multi-year multi-billion dollars of well the the thing is that dollars of well the the thing is that dollars of well the the thing is that actually the term snap election is wrong actually the term snap election is wrong actually the term snap election is wrong because what he did according to the because what he did according to the because what he did according to the Constitution if you dissolve the Constitution if you dissolve the Constitution if you dissolve the assembly which is what he did you must assembly which is what he did you must assembly which is what he did you must reorganize election within 20 to 40 days reorganize election within 20 to 40 days reorganize election within 20 to 40 days I mean it's part of the rules now you I mean it's part of the rules now you I mean it's part of the rules now you can say the rule is wrong but so it's can say the rule is wrong but so it's can say the rule is wrong but so it's not oh I'm deciding to do an action and not oh I'm deciding to do an action and not oh I'm deciding to do an action and I'm rushing it no it's within the the I'm rushing it no it's within the the I'm rushing it no it's within the the the the the framework of the the the the framework of the the the the framework of the Constitution yeah yeah which that makes Constitution yeah yeah which that makes Constitution yeah yeah which that makes sense you don't want to you can't just sense you don't want to you can't just sense you don't want to you can't just go on without a parliament yeah because go on without a parliament yeah because go on without a parliament yeah because the parliament is I mean Parliament is the parliament is I mean Parliament is the parliament is I mean Parliament is not extremely strong in Fr but that is a not extremely strong in Fr but that is a not extremely strong in Fr but that is a regulatory body so it doesn't it doesn't regulatory body so it doesn't it doesn't regulatory body so it doesn't it doesn't create laws but it's a yes or no so you create laws but it's a yes or no so you create laws but it's a yes or no so you don't want to be without somebody to don't want to be without somebody to don't want to be without somebody to control whether you can pass laws for control whether you can pass laws for control whether you can pass laws for too long so I gotcha so what's going on too long so I gotcha so what's going on too long so I gotcha so what's going on in Tech this in Tech this in Tech this week is AI now Apple AI yeah yeah I saw

week is AI now Apple AI yeah yeah I saw week is AI now Apple AI yeah yeah I saw I saw your post Rob everybody was sitting in their living everybody was sitting in their living room watching the Apple developer event room watching the Apple developer event room watching the Apple developer event I was watch I was waiting for the new um I was watch I was waiting for the new um I was watch I was waiting for the new um airpod max headphones to come out that airpod max headphones to come out that airpod max headphones to come out that was kind of my only like that was a big was kind of my only like that was a big was kind of my only like that was a big thing for me it's I have to wait till thing for me it's I have to wait till thing for me it's I have to wait till 2025 at this point what a tragedy I know 2025 at this point what a tragedy I know 2025 at this point what a tragedy I know they couldn't deliver a normal overthe they couldn't deliver a normal overthe they couldn't deliver a normal overthe year headset quickly with USBC I guess year headset quickly with USBC I guess year headset quickly with USBC I guess not you not you not you know I know I did see some other people know I know I did see some other people know I know I did see some other people saying they were hoping for an update to saying they were hoping for an update to saying they were hoping for an update to the just the airpods even Pro buds Pro the just the airpods even Pro buds Pro the just the airpods even Pro buds Pro and everything like that you I yeah I and everything like that you I yeah I and everything like that you I yeah I think to the Apple thing I mean I think think to the Apple thing I mean I think think to the Apple thing I mean I think it's yet another uh data point about how it's yet another uh data point about how it's yet another uh data point about how important it's going to be to do a lot important it's going to be to do a lot important it's going to be to do a lot of AI processing on device yeah this of AI processing on device yeah this of AI processing on device yeah this idea of privacy and data privacy which idea of privacy and data privacy which idea of privacy and data privacy which when we started was kind of an when we started was kind of an when we started was kind of an afterthought is now a front and center afterthought is now a front and center afterthought is now a front and center and even sort of Apple sort of showed and even sort of Apple sort of showed and even sort of Apple sort of showed Microsoft how to how to roll out you Microsoft how to how to roll out you Microsoft how to how to roll out you know on devices AI features and know on devices AI features and know on devices AI features and emphasize privacy as opposed to what emphasize privacy as opposed to what emphasize privacy as opposed to what when Microsoft rolled at recall there when Microsoft rolled at recall there when Microsoft rolled at recall there was nothing around that and now they're was nothing around that and now they're was nothing around that and now they're backpedaling severely to to fix it but I backpedaling severely to to fix it but I backpedaling severely to to fix it but I think this idea of like running AI on on think this idea of like running AI on on think this idea of like running AI on on device is a value prop in and of itself device is a value prop in and of itself device is a value prop in and of itself I thinked in the yeah well I think it I thinked in the yeah well I think it I thinked in the yeah well I think it goes beyond I mean Apple you know for goes beyond I mean Apple you know for goes beyond I mean Apple you know for for right or wrong you know has actually for right or wrong you know has actually for right or wrong you know has actually this strong focus on privacy but also this strong focus on privacy but also this strong focus on privacy but also the the concept of a private Cloud the the concept of a private Cloud the the concept of a private Cloud compute as well as the concept of AIT

compute as well as the concept of AIT compute as well as the concept of AIT of the code that run on this is I think of the code that run on this is I think of the code that run on this is I think a very interesting a very interesting a very interesting Direction which to me should be actually Direction which to me should be actually Direction which to me should be actually constitutional right I mean that this constitutional right I mean that this constitutional right I mean that this should be our digital world you should should be our digital world you should should be our digital world you should constitutional right wow yeah well I constitutional right wow yeah well I constitutional right wow yeah well I mean I told you that on this on this mean I told you that on this on this mean I told you that on this on this call I think one of my I did U I did my call I think one of my I did U I did my call I think one of my I did U I did my uh my presentation about danger of AI or uh my presentation about danger of AI or uh my presentation about danger of AI or geni and AI in general to democracies in geni and AI in general to democracies in geni and AI in general to democracies in in Finland this year and I do believe in Finland this year and I do believe in Finland this year and I do believe that we I mean our constitution was not that we I mean our constitution was not that we I mean our constitution was not created in a digital age so we we very created in a digital age so we we very created in a digital age so we we very basic lowlevel human rights kind of basic lowlevel human rights kind of basic lowlevel human rights kind of elements but we live in the digital elements but we live in the digital elements but we live in the digital world that is so transformational that world that is so transformational that world that is so transformational that we need to have things deep in our we need to have things deep in our we need to have things deep in our constitution laws are not enough because constitution laws are not enough because constitution laws are not enough because the Battle of lawyers and people go the Battle of lawyers and people go the Battle of lawyers and people go around it has to be a fundamental right around it has to be a fundamental right around it has to be a fundamental right I I I think very European of you I love it think very European of you I love it think very European of you I love it whenever I hear someone say fundamental right this count high speed internet is right this count high speed internet is a fundamental human right I always hear a fundamental human right I always hear a fundamental human right I always hear that coming out of Europe that coming out of Europe that coming out of Europe the US everyone must have 100 megabit up the US everyone must have 100 megabit up the US everyone must have 100 megabit up and down symmetrical at a minimum the and down symmetrical at a minimum the and down symmetrical at a minimum the poorest people must have that it's a poorest people must have that it's a poorest people must have that it's a fundamental right yeah but that's that's fundamental right yeah but that's that's fundamental right yeah but that's that's not a fundamental right that's but I not a fundamental right that's but I not a fundamental right that's but I hear it especially from Scandinavian hear it especially from Scandinavian hear it especially from Scandinavian countries it's a lot easier from countries it's a lot easier from countries it's a lot easier from Scandinavia because there's uh less less Scandinavia because there's uh less less Scandinavia because there's uh less less open space and less people that's true open space and less people that's true open space and less people that's true yeah I was I was telling you that as yeah I was I was telling you that as yeah I was I was telling you that as well I think in Paris right now you get well I think in Paris right now you get well I think in Paris right now you get 8 gab per second symmetrical for 25

8 gab per second symmetrical for 25 8 gab per second symmetrical for 25 bucks per month what a deal but it's bucks per month what a deal but it's bucks per month what a deal but it's within Paris so it's much easier and within Paris so it's much easier and within Paris so it's much easier and there was some Fiber Optic that was there was some Fiber Optic that was there was some Fiber Optic that was brought into the ground using the Metro brought into the ground using the Metro brought into the ground using the Metro system in the in the 80s in the 80s I system in the in the 80s in the 80s I system in the in the 80s in the 80s I mean no was actually no in the 2000s mean no was actually no in the 2000s mean no was actually no in the 2000s sorry not the 80s when I moved I told sorry not the 80s when I moved I told sorry not the 80s when I moved I told you when I moved to the US I had 100 you when I moved to the US I had 100 you when I moved to the US I had 100 megabit per second symmetrical in Paris megabit per second symmetrical in Paris megabit per second symmetrical in Paris yeah and I land in Pleasanton with yeah and I land in Pleasanton with yeah and I land in Pleasanton with Comcast so I can let you imagine what it Comcast so I can let you imagine what it Comcast so I can let you imagine what it was I think sorry about that Comcast was I think sorry about that Comcast was I think sorry about that Comcast unpleasant and but yeah he fell off the unpleasant and but yeah he fell off the unpleasant and but yeah he fell off the cliff yeah but at least now you can do cliff yeah but at least now you can do cliff yeah but at least now you can do iMessage to iMessage to iMessage to satellite true yeah I think it's a great satellite true yeah I think it's a great satellite true yeah I think it's a great thing so I think that Apple's going to thing so I think that Apple's going to thing so I think that Apple's going to you know set a new Baseline on um if you know set a new Baseline on um if you know set a new Baseline on um if they do it right which it sounds like they do it right which it sounds like they do it right which it sounds like they probably will around this data they probably will around this data they probably will around this data privacy and transparency around AI I privacy and transparency around AI I privacy and transparency around AI I think that's you know and I think that think that's you know and I think that think that's you know and I think that you know this legislation in the US will you know this legislation in the US will you know this legislation in the US will take like a hundred years but I think take like a hundred years but I think take like a hundred years but I think Lee of that you know whoever is the the Lee of that you know whoever is the the Lee of that you know whoever is the the making you know success from a making you know success from a making you know success from a capitalist perspective on a certain capitalist perspective on a certain capitalist perspective on a certain value prop everyone else will snap into value prop everyone else will snap into value prop everyone else will snap into line so soon you'll see you know meta line so soon you'll see you know meta line so soon you'll see you know meta Google Microsoft everyone else talking Google Microsoft everyone else talking Google Microsoft everyone else talking about how transparent their AI is and about how transparent their AI is and about how transparent their AI is and how private it is and all this other how private it is and all this other how private it is and all this other stuff so that's I think that's a stuff so that's I think that's a stuff so that's I think that's a positive thing out of the I I hope but positive thing out of the I I hope but positive thing out of the I I hope but the the thing you we should not forget the the thing you we should not forget the the thing you we should not forget is that you know only Apple can do that is that you know only Apple can do that is that you know only Apple can do that because fundamentally the business model because fundamentally the business model because fundamentally the business model doesn't rely on exploiting data which is doesn't rely on exploiting data which is doesn't rely on exploiting data which is the ab absolute opposite for all the the ab absolute opposite for all the the ab absolute opposite for all the others you mentioned so it's always

others you mentioned so it's always others you mentioned so it's always going to be a minimum bare minimum that going to be a minimum bare minimum that going to be a minimum bare minimum that you know the Google and the Facebook do you know the Google and the Facebook do you know the Google and the Facebook do because they exploit your data so make because they exploit your data so make because they exploit your data so make money out of your data yeah yeah now money out of your data yeah yeah now money out of your data yeah yeah now it'll be interesting to see um how Apple it'll be interesting to see um how Apple it'll be interesting to see um how Apple pushes that and you're you're right pushes that and you're you're right pushes that and you're you're right they're in a unique fairly unique they're in a unique fairly unique they're in a unique fairly unique position to for that value prod they position to for that value prod they position to for that value prod they have a lot of product truth behind the have a lot of product truth behind the have a lot of product truth behind the claim people call it the Apple tax when claim people call it the Apple tax when claim people call it the Apple tax when you buy Apple Hardware because more you buy Apple Hardware because more you buy Apple Hardware because more expensive you know I P I call it the expensive you know I P I call it the expensive you know I P I call it the Freedom Tax tax or the Privacy tax it's Freedom Tax tax or the Privacy tax it's Freedom Tax tax or the Privacy tax it's it's a if you think about it it's a it's a if you think about it it's a it's a if you think about it it's a privacy more a luxury tax than anything privacy more a luxury tax than anything privacy more a luxury tax than anything yeah exactly what Apple wants is they yeah exactly what Apple wants is they yeah exactly what Apple wants is they want people like you doing the marketing want people like you doing the marketing want people like you doing the marketing for them saying I'm paying the Freedom for them saying I'm paying the Freedom for them saying I'm paying the Freedom Tax Freedom Tax yes but but but you're Tax Freedom Tax yes but but but you're Tax Freedom Tax yes but but but you're right it was it used to be kind of a right it was it used to be kind of a right it was it used to be kind of a luxury T task but I think the the angle luxury T task but I think the the angle luxury T task but I think the the angle of privacy is actually more an of privacy is actually more an of privacy is actually more an interesting one because it's true true I interesting one because it's true true I interesting one because it's true true I mean yeah I guess I guess I mean you mean yeah I guess I guess I mean you mean yeah I guess I guess I mean you know they're they're it's a high margin know they're they're it's a high margin know they're they're it's a high margin brand with a lot of you know you know brand with a lot of you know you know brand with a lot of you know you know brand margin Marg you know brand brand brand margin Marg you know brand brand brand margin Marg you know brand brand value equals margin and you know kind of value equals margin and you know kind of value equals margin and you know kind of showing folks how that's done and so showing folks how that's done and so showing folks how that's done and so does Ferrari and so does Gucci and so does Ferrari and so does Gucci and so does Ferrari and so does Gucci and so does everyone else right Louis and this does everyone else right Louis and this does everyone else right Louis and this is where Freedom Tax with a Louis is where Freedom Tax with a Louis is where Freedom Tax with a Louis Vuitton luggage as far as I know it is Vuitton luggage as far as I know it is Vuitton luggage as far as I know it is also where as a Frenchman I'm so also where as a Frenchman I'm so also where as a Frenchman I'm so frustrated because we we use and we frustrated because we we use and we frustrated because we we use and we still are one of the biggest leaders in still are one of the biggest leaders in still are one of the biggest leaders in luxury branding with lvmh and all those luxury branding with lvmh and all those luxury branding with lvmh and all those companies messed up the digal companies messed up the digal companies messed up the digal transformation we should be apple France transformation we should be apple France transformation we should be apple France should be apple France could be apple

should be apple France could be apple should be apple France could be apple should have been yeah should have wow I've always by the way if you have wow I've always by the way if you guys have an idea I've always been guys have an idea I've always been guys have an idea I've always been trying to find a concept of luxury trying to find a concept of luxury trying to find a concept of luxury software I would love to Lu I don't know software I would love to Lu I don't know software I would love to Lu I don't know what it is so it's a concept there was what it is so it's a concept there was what it is so it's a concept there was the uh there was the $10,000 app on yeah the uh there was the $10,000 app on yeah the uh there was the $10,000 app on yeah but it was marketing I remember but it was marketing I remember but it was marketing I remember that that that the virt phon virt phone I was about to the virt phon virt phone I was about to the virt phon virt phone I was about to say that oh my gosh yes the virtue phone say that oh my gosh yes the virtue phone say that oh my gosh yes the virtue phone yeah yeah yeah those NOK Nokia candy bar with kind of a those NOK Nokia candy bar with kind of a those NOK Nokia candy bar with kind of a snakes skin you know cmf going on with snakes skin you know cmf going on with snakes skin you know cmf going on with well sapphire crystal in the middle well sapphire crystal in the middle well sapphire crystal in the middle button exactly don't lose that phone button exactly don't lose that phone button exactly don't lose that phone yeah wow you know it's interesting um yeah wow you know it's interesting um yeah wow you know it's interesting um WWDC you know is a developer conference WWDC you know is a developer conference WWDC you know is a developer conference and I've watched it transform over the and I've watched it transform over the and I've watched it transform over the years from being an actual developer years from being an actual developer years from being an actual developer conference to a launch event and conference to a launch event and conference to a launch event and something that looks very similar to something that looks very similar to something that looks very similar to their September event that they always their September event that they always their September event that they always have when they launch the iPhone yeah um have when they launch the iPhone yeah um have when they launch the iPhone yeah um I mean if you were if you didn't know I mean if you were if you didn't know I mean if you were if you didn't know any better and you're a developer tuning any better and you're a developer tuning any better and you're a developer tuning in you know like you like me if you pay in you know like you like me if you pay in you know like you like me if you pay your $100 a year to for to be an apple your $100 a year to for to be an apple your $100 a year to for to be an apple developer to build stuff for their developer to build stuff for their developer to build stuff for their platforms WWDC is actually a multi-day platforms WWDC is actually a multi-day platforms WWDC is actually a multi-day thing and most of it is develop sessions thing and most of it is develop sessions thing and most of it is develop sessions and stuff like that but that first and and stuff like that but that first and and stuff like that but that first and this one was extra long what was this this one was extra long what was this this one was extra long what was this like hour and 45 minutes or whatever

like hour and 45 minutes or whatever like hour and 45 minutes or whatever they you know and you'd never know it they you know and you'd never know it they you know and you'd never know it was a developer conference yeah well you was a developer conference yeah well you was a developer conference yeah well you know they have these windows where they know they have these windows where they know they have these windows where they need to get stuff out there and um you need to get stuff out there and um you need to get stuff out there and um you know so you might as well take advantage know so you might as well take advantage know so you might as well take advantage of it but yeah but again all they of it but yeah but again all they of it but yeah but again all they introduced was software right where the introduced was software right where the introduced was software right where the September one it's really focus on the September one it's really focus on the September one it's really focus on the hardware devices yeah that's where we'll hardware devices yeah that's where we'll hardware devices yeah that's where we'll get the new headphones in September get the new headphones in September get the new headphones in September you'll get the headphones and you'll get you'll get the headphones and you'll get you'll get the headphones and you'll get the headphones yeah the the other news is headphones yeah the the other news is that apparently Elon M companies are that apparently Elon M companies are that apparently Elon M companies are going to be the first companies that run going to be the first companies that run going to be the first companies that run totally on totally on totally on Linux apparently musk's company yeah Linux apparently musk's company yeah Linux apparently musk's company yeah because he said that if you have OS in because he said that if you have OS in because he said that if you have OS in the in the if you have ai in the OS the in the if you have ai in the OS the in the if you have ai in the OS which both Microsoft and Apple has you which both Microsoft and Apple has you which both Microsoft and Apple has you can't be using that in these companies can't be using that in these companies can't be using that in these companies so which is a great talking point for so which is a great talking point for so which is a great talking point for today because I've heard I've heard Pete today because I've heard I've heard Pete today because I've heard I've heard Pete start off like this is the new bar for start off like this is the new bar for start off like this is the new bar for privacy and it's awesome and then you privacy and it's awesome and then you privacy and it's awesome and then you have Elon saying oh my God Sound the have Elon saying oh my God Sound the have Elon saying oh my God Sound the Alarm there's no privacy they're gonna Alarm there's no privacy they're gonna Alarm there's no privacy they're gonna suck your data you know um what is this suck your data you know um what is this suck your data you know um what is this apple private Cloud they're talking apple private Cloud they're talking apple private Cloud they're talking about about about um well somebody was was actually um well somebody was was actually um well somebody was was actually sending a like a a correction back to sending a like a a correction back to sending a like a a correction back to him on on X okay the apple apple uh him on on X okay the apple apple uh him on on X okay the apple apple uh intelligence is running on the device intelligence is running on the device intelligence is running on the device yeah whereas the jet DPT is something yeah whereas the jet DPT is something yeah whereas the jet DPT is something that a user can opt into and up being

that a user can opt into and up being that a user can opt into and up being informed that their information is gonna informed that their information is gonna informed that their information is gonna be be be shared so more of a transparency play shared so more of a transparency play shared so more of a transparency play than anything else what more of a than anything else what more of a than anything else what more of a transparency thing than anything else transparency thing than anything else transparency thing than anything else like yeah when I watched that just that like yeah when I watched that just that like yeah when I watched that just that time I mean obviously they had a lot of time I mean obviously they had a lot of time I mean obviously they had a lot of discussions around AI obviously the discussions around AI obviously the discussions around AI obviously the whole thing but that one part where it's whole thing but that one part where it's whole thing but that one part where it's like yeah most of the time it's going to like yeah most of the time it's going to like yeah most of the time it's going to run right on device but then sometimes run right on device but then sometimes run right on device but then sometimes you know we're going to need to reach you know we're going to need to reach you know we're going to need to reach out to this private Cloud thing that we out to this private Cloud thing that we out to this private Cloud thing that we have our servers and and they showed a have our servers and and they showed a have our servers and and they showed a picture around the guy you know uh and picture around the guy you know uh and picture around the guy you know uh and um we're not going to give it the data um we're not going to give it the data um we're not going to give it the data we'll just send your data and we'll just send your data and we'll just send your data and momentarily touch these things to get momentarily touch these things to get momentarily touch these things to get the answer to your question because it the answer to your question because it the answer to your question because it needs more CPU or whatever GPU than you needs more CPU or whatever GPU than you needs more CPU or whatever GPU than you can get on your phone and I was s in my can get on your phone and I was s in my can get on your phone and I was s in my mind I was like is this like reverse mind I was like is this like reverse mind I was like is this like reverse rag I don't know it's just Dynamic rag I don't know it's just Dynamic rag I don't know it's just Dynamic stuffff I I don't know I think you mean stuffff I I don't know I think you mean stuffff I I don't know I think you mean first they private compute so I think first they private compute so I think first they private compute so I think it's just extra computing power that you it's just extra computing power that you it's just extra computing power that you might need to access you send the data might need to access you send the data might need to access you send the data it comput and then dels the data at it comput and then dels the data at it comput and then dels the data at least that's what I understood from what least that's what I understood from what least that's what I understood from what they they they saids but again I think what is to me saids but again I think what is to me saids but again I think what is to me really important is the fact that they really important is the fact that they really important is the fact that they mentioned that the code is going to be mentioned that the code is going to be mentioned that the code is going to be vetted by third party and open to third vetted by third party and open to third vetted by third party and open to third party I think that's the yeah I think party I think that's the yeah I think party I think that's the yeah I think that the I would say the data provenance that the I would say the data provenance that the I would say the data provenance thing is fascinating like I would love thing is fascinating like I would love thing is fascinating like I would love to see and I don't know you know how to see and I don't know you know how to see and I don't know you know how many people would take advantage of this many people would take advantage of this many people would take advantage of this but you know if I could understand where but you know if I could understand where but you know if I could understand where my data has been or where it's going or

my data has been or where it's going or my data has been or where it's going or who's been looking at it like if I could who's been looking at it like if I could who's been looking at it like if I could audit that if I had a tool you know that audit that if I had a tool you know that audit that if I had a tool you know that said here's my data much of it's been on said here's my data much of it's been on said here's my data much of it's been on device this time you know it went it device this time you know it went it device this time you know it went it went here to this physical location for went here to this physical location for went here to this physical location for this amount of time had this exposure this amount of time had this exposure this amount of time had this exposure it's almost like a data provenance tool it's almost like a data provenance tool it's almost like a data provenance tool where I can actually analyze where my where I can actually analyze where my where I can actually analyze where my data has been I think that might be data has been I think that might be data has been I think that might be really interesting I don't know how many really interesting I don't know how many really interesting I don't know how many how often people would use it but just how often people would use it but just how often people would use it but just the idea that you could have that the idea that you could have that the idea that you could have that transparency is pretty impressive transparency is pretty impressive transparency is pretty impressive they're going to launch Apple Air tags they're going to launch Apple Air tags they're going to launch Apple Air tags for for for data and you can watch your data go data and you can watch your data go data and you can watch your data go virtual air tags air they're only $29 virtual air tags air they're only $29 virtual air tags air they're only $29 each but see this this last a year this each but see this this last a year this each but see this this last a year this is actually it's actually a great idea is actually it's actually a great idea is actually it's actually a great idea because again the thing is the I think because again the thing is the I think because again the thing is the I think it's a good direction because we try to it's a good direction because we try to it's a good direction because we try to solve the problem by sending it back to solve the problem by sending it back to solve the problem by sending it back to the users is creating this concept of the users is creating this concept of the users is creating this concept of consent which is a total nightmare consent which is a total nightmare consent which is a total nightmare because how you going to track what you because how you going to track what you because how you going to track what you concept with is impossible to do so we concept with is impossible to do so we concept with is impossible to do so we need to have those kinds of tool where need to have those kinds of tool where need to have those kinds of tool where you can visually see hey oh I said yes you can visually see hey oh I said yes you can visually see hey oh I said yes and that where my data went yeah like oh and that where my data went yeah like oh and that where my data went yeah like oh now it's in koala Lampur and it's been now it's in koala Lampur and it's been now it's in koala Lampur and it's been there for like you know six days why is there for like you know six days why is there for like you know six days why is my data opposed to as opposed to to buy my data opposed to as opposed to to buy my data opposed to as opposed to to buy an app that you know go scan your bank an app that you know go scan your bank an app that you know go scan your bank account and check if you're twice on account and check if you're twice on account and check if you're twice on Netflix because you don't remember it Netflix because you don't remember it Netflix because you don't remember it twice so how you going to remember which twice so how you going to remember which twice so how you going to remember which what's new consent yeah no it' be what's new consent yeah no it' be what's new consent yeah no it' be interesting if they if someone I mean I interesting if they if someone I mean I interesting if they if someone I mean I don't know where yeah that that would don't know where yeah that that would don't know where yeah that that would require a lot of API access and a lot require a lot of API access and a lot require a lot of API access and a lot of but you know that could be a of but you know that could be a of but you know that could be a differentiator for sure for differentiator for sure for differentiator for sure for somebody did we just invent something

somebody did we just invent something somebody did we just invent something new right new right new right now private Cloud private Cloud but now private Cloud private Cloud but now private Cloud private Cloud but being able to track your data the way being able to track your data the way being able to track your data the way your lost luggage is being tracked with your lost luggage is being tracked with your lost luggage is being tracked with your air tags or or the latest one I saw your air tags or or the latest one I saw your air tags or or the latest one I saw yesterday the guy put it in his yesterday the guy put it in his yesterday the guy put it in his Recycling and air tag in the recycling Recycling and air tag in the recycling Recycling and air tag in the recycling bin of his trash and then watch the bin of his trash and then watch the bin of his trash and then watch the trash go to the trash go to the trash go to the [Laughter] [Laughter] [Laughter] landfill yeah I guess the jokes on him landfill yeah I guess the jokes on him landfill yeah I guess the jokes on him though he lost his air tag yeah he lost though he lost his air tag yeah he lost though he lost his air tag yeah he lost his air tag but he I think he knew he his air tag but he I think he knew he his air tag but he I think he knew he knew ahead of time too right so now we knew ahead of time too right so now we knew ahead of time too right so now we had a big suspicion now get we're gonna had a big suspicion now get we're gonna had a big suspicion now get we're gonna get the trash company asking for more get the trash company asking for more get the trash company asking for more funding to put Faraday cages around funding to put Faraday cages around funding to put Faraday cages around their trucks their trucks their trucks so what if someone passes a law this so what if someone passes a law this so what if someone passes a law this would be a great one for the EU to say would be a great one for the EU to say would be a great one for the EU to say every time your data moves from from one every time your data moves from from one every time your data moves from from one server to the next there got to be like server to the next there got to be like server to the next there got to be like a new like GPS coordinate stamp in a new like GPS coordinate stamp in a new like GPS coordinate stamp in addition to a time stamp every hop it addition to a time stamp every hop it addition to a time stamp every hop it has so you know where it is where it's has so you know where it is where it's has so you know where it is where it's moving but but the but the problem is moving but but the but the problem is moving but but the but the problem is the problem is you know like I always the problem is you know like I always the problem is you know like I always said I hate the analogy data is the new said I hate the analogy data is the new said I hate the analogy data is the new oil because the problem with data is oil because the problem with data is oil because the problem with data is that it can be copied so only tracking that it can be copied so only tracking that it can be copied so only tracking it is not enough you also need to know it is not enough you also need to know it is not enough you also need to know whether the data was replicated yeah whether the data was replicated yeah whether the data was replicated yeah because that's the thing people don't because that's the thing people don't because that's the thing people don't understand so this is why I do not understand so this is why I do not understand so this is why I do not understand this idea that oh the data understand this idea that oh the data understand this idea that oh the data has to be stored in the country I said has to be stored in the country I said has to be stored in the country I said you understand what an API is do you can

you understand what an API is do you can you understand what an API is do you can access it you are so what is this this access it you are so what is this this access it you are so what is this this is I mean I know there's probably some is I mean I know there's probably some is I mean I know there's probably some legal stupid reason for that sorry I legal stupid reason for that sorry I legal stupid reason for that sorry I remember a lawsuit about that with email remember a lawsuit about that with email remember a lawsuit about that with email yeah with yeah with yeah with Microsoft so you know where's the Microsoft so you know where's the Microsoft so you know where's the where's the email stored oh it's in where's the email stored oh it's in where's the email stored oh it's in Ireland you know in a Azure data center Ireland you know in a Azure data center Ireland you know in a Azure data center in Ireland well I don't know we should in Ireland well I don't know we should in Ireland well I don't know we should be able to come after that I don't know be able to come after that I don't know be able to come after that I don't know it's yeah it's but yeah that whole data it's yeah it's but yeah that whole data it's yeah it's but yeah that whole data sovereignty country thing it's kind of a sovereignty country thing it's kind of a sovereignty country thing it's kind of a thing still I guess you know but I can thing still I guess you know but I can thing still I guess you know but I can imagine some private company doing this imagine some private company doing this imagine some private company doing this as a feature and T in if they I think if as a feature and T in if they I think if as a feature and T in if they I think if they got a lot of traction then I can't they got a lot of traction then I can't they got a lot of traction then I can't imagine it being done legislatively imagine it being done legislatively imagine it being done legislatively because it would the the cost to because it would the the cost to because it would the the cost to implement it would be so high that any implement it would be so high that any implement it would be so high that any every big tech company with their every big tech company with their every big tech company with their lawyers would crush it so but I think if lawyers would crush it so but I think if lawyers would crush it so but I think if someone you know like I think I look all someone you know like I think I look all someone you know like I think I look all these secondary clouds out there the these secondary clouds out there the these secondary clouds out there the vultures the core weaves whatever if vultures the core weaves whatever if vultures the core weaves whatever if someone said hey we have a new feature someone said hey we have a new feature someone said hey we have a new feature it's called privacy tracker or whatever it's called privacy tracker or whatever it's called privacy tracker or whatever you'll know exactly where your data is you'll know exactly where your data is you'll know exactly where your data is and when it's been copied and whatever and when it's been copied and whatever and when it's been copied and whatever and it costs an extra you know whatever and it costs an extra you know whatever and it costs an extra you know whatever per month um you know and if someone per month um you know and if someone per month um you know and if someone validated that as a real value prop then validated that as a real value prop then validated that as a real value prop then maybe people would catch on so they maybe people would catch on so they maybe people would catch on so they might they're G to pay their freedom tax might they're G to pay their freedom tax might they're G to pay their freedom tax for that Freedom Tax that's what they for that Freedom Tax that's what they for that Freedom Tax that's what they call it Freedom call it Freedom call it Freedom Tax while you're eating your freedom Tax while you're eating your freedom Tax while you're eating your freedom fries that's right register I I think fries that's right register I I think fries that's right register I I think there's another model that you can there's another model that you can there's another model that you can probably do which which is actually in probably do which which is actually in probably do which which is actually in sying kind of what we discuss here with sying kind of what we discuss here with sying kind of what we discuss here with you know more power on the edge because

you know more power on the edge because you know more power on the edge because at the end of the day if you have enough at the end of the day if you have enough at the end of the day if you have enough power on the edge then you say well you power on the edge then you say well you power on the edge then you say well you know what the data never leaves the edge know what the data never leaves the edge know what the data never leaves the edge and only to do some thing with my data and only to do some thing with my data and only to do some thing with my data you send me the compute I run the you send me the compute I run the you send me the compute I run the compute on my Edge I figure out if the compute on my Edge I figure out if the compute on my Edge I figure out if the outcome makes sense for me to share it outcome makes sense for me to share it outcome makes sense for me to share it with you and am I not and then I send it with you and am I not and then I send it with you and am I not and then I send it back so because the only way to solve back so because the only way to solve back so because the only way to solve that problem is to not let the data move that problem is to not let the data move that problem is to not let the data move as soon as the data move and you put an as soon as the data move and you put an as soon as the data move and you put an API it's gone it's just you lose control API it's gone it's just you lose control API it's gone it's just you lose control of it so hey Leonard hey what up guys Y of it so hey Leonard hey what up guys Y of it so hey Leonard hey what up guys Y and then his code was quick man oh um and then his code was quick man oh um and then his code was quick man oh um yeah I I already knew most of the stuff yeah I I already knew most of the stuff yeah I I already knew most of the stuff so and you know there what what what's so and you know there what what what's so and you know there what what what's the use of hanging on when you were kind the use of hanging on when you were kind the use of hanging on when you were kind of giving the company ideas and they're of giving the company ideas and they're of giving the company ideas and they're just regurgitating it back to you so so just regurgitating it back to you so so just regurgitating it back to you so so you're not used to drinking you're not used to drinking you're not used to drinking you're not used to drinking you're not used to drinking you're not used to drinking koola too much koola too early in the koola too much koola too early in the koola too much koola too early in the morning I'm still trying to recover from morning I'm still trying to recover from morning I'm still trying to recover from jet lag oh jet lag oh jet lag oh yeah it's pretty brutal is brutal my yeah it's pretty brutal is brutal my yeah it's pretty brutal is brutal my wife she's like out of it so our whole wife she's like out of it so our whole wife she's like out of it so our whole our whole home life at the moment is our whole home life at the moment is our whole home life at the moment is just Twisted but yeah it's really tough just Twisted but yeah it's really tough just Twisted but yeah it's really tough coming that direction I think going east coming that direction I think going east coming that direction I think going east yeah that's harder for me when I go to yeah that's harder for me when I go to yeah that's harder for me when I go to Asia and stuff it's like I land in the Asia and stuff it's like I land in the Asia and stuff it's like I land in the evening I'm dead tired I sleep and I evening I'm dead tired I sleep and I evening I'm dead tired I sleep and I wake up at 5: in the morning or 4 in the wake up at 5: in the morning or 4 in the wake up at 5: in the morning or 4 in the morning it's morning it's morning it's easy other direction problem is is you easy other direction problem is is you easy other direction problem is is you get so I mean especially with two weeks

get so I mean especially with two weeks get so I mean especially with two weeks I was there for two weeks you yeah I was there for two weeks you yeah I was there for two weeks you yeah you're totally loed locked in yeah and you're totally loed locked in yeah and you're totally loed locked in yeah and then when you come back it's just then when you come back it's just then when you come back it's just like no you know that's brutal yeah yeah like no you know that's brutal yeah yeah like no you know that's brutal yeah yeah but know what are you guys talking about but know what are you guys talking about but know what are you guys talking about it's like freaking we're talking about it's like freaking we're talking about it's like freaking we're talking about Apple we're talking about Apple you know what are you thinking about all you know what are you thinking about all that Leonard after the WWDC event oh man that Leonard after the WWDC event oh man that Leonard after the WWDC event oh man um I think they did a couple of things um I think they did a couple of things um I think they did a couple of things man I think number one um they Pro man I think number one um they Pro man I think number one um they Pro proved how easy it is to play this AI proved how easy it is to play this AI proved how easy it is to play this AI game this actually it's chatbot right so game this actually it's chatbot right so game this actually it's chatbot right so when you look at what all these guys when you look at what all these guys when you look at what all these guys have been doing so far whether it's have been doing so far whether it's have been doing so far whether it's Google or or uh Microsoft they're just Google or or uh Microsoft they're just Google or or uh Microsoft they're just rehashing a lot of chat bodish stuff rehashing a lot of chat bodish stuff rehashing a lot of chat bodish stuff and then just creating plugins across and then just creating plugins across and then just creating plugins across their portfolio of stuff and um Apple their portfolio of stuff and um Apple their portfolio of stuff and um Apple can do it and um the advantage they have can do it and um the advantage they have can do it and um the advantage they have is um they can they can proliferate is um they can they can proliferate is um they can they can proliferate these quote unquote AI capabilities these quote unquote AI capabilities these quote unquote AI capabilities across all the consumer devices that we across all the consumer devices that we across all the consumer devices that we use right yeah and um they can do the use right yeah and um they can do the use right yeah and um they can do the cross device agent kind of thing yeah cross device agent kind of thing yeah cross device agent kind of thing yeah and then I think the other thing they're and then I think the other thing they're and then I think the other thing they're proving is ultimately at the end of the proving is ultimately at the end of the proving is ultimately at the end of the day there's not going to be a lot of day there's not going to be a lot of day there's not going to be a lot of money in this stuff um think about it like

stuff um think about it like this apple this apple this apple intelligence that thing is going to be intelligence that thing is going to be intelligence that thing is going to be on device and maybe a portion of it will on device and maybe a portion of it will on device and maybe a portion of it will be on server um they're incented to push be on server um they're incented to push be on server um they're incented to push all everything on the device they don't all everything on the device they don't all everything on the device they don't they probably don't want to run anything they probably don't want to run anything they probably don't want to run anything on the server because it's just going to on the server because it's just going to on the server because it's just going to cost money for them right cost money cost money for them right cost money cost money for them right cost money yeah yeah yeah doesn't drive new upgrades doesn't drive doesn't drive new upgrades doesn't drive doesn't drive new upgrades doesn't drive hardware upgrades right their whole hardware upgrades right their whole hardware upgrades right their whole strategy is on device strategy is on device strategy is on device first and it's fundamentally driven by first and it's fundamentally driven by first and it's fundamentally driven by financials these guys did their homework financials these guys did their homework financials these guys did their homework right everyone else is coming from a right everyone else is coming from a right everyone else is coming from a cloud first to Edge uh cloud first to Edge uh cloud first to Edge uh approach and um the problem is is that approach and um the problem is is that approach and um the problem is is that if you can put some robust high value if you can put some robust high value if you can put some robust high value stuff on stuff on stuff on device um on your own running on your device um on your own running on your device um on your own running on your own silicon running on your own AI own silicon running on your own AI own silicon running on your own AI Frameworks and you're not paying a Frameworks and you're not paying a Frameworks and you're not paying a single penny to anyone else for tokens single penny to anyone else for tokens single penny to anyone else for tokens or or or gpus and you know here's a big gpus and you know here's a big gpus and you know here's a big misconception everyone thinks somehow misconception everyone thinks somehow misconception everyone thinks somehow because Apple came out with this because Apple came out with this because Apple came out with this announcement that Nvidia is going to announcement that Nvidia is going to announcement that Nvidia is going to sell a ton of gpus it's like sell a ton of gpus it's like sell a ton of gpus it's like wrong and it's incredible how many wrong and it's incredible how many wrong and it's incredible how many articles have come out that are stating articles have come out that are stating articles have come out that are stating that and how many analyst Financial that and how many analyst Financial that and how many analyst Financial analysts are coming out making that analysts are coming out making that analysts are coming out making that statement and um think about it if you statement and um think about it if you statement and um think about it if you apply the 820 Rule and the Assumption apply the 820 Rule and the Assumption apply the 820 Rule and the Assumption was uh this generative AI stuff is going

was uh this generative AI stuff is going was uh this generative AI stuff is going to have this massive Tam and somehow all to have this massive Tam and somehow all to have this massive Tam and somehow all these gpus are going to be used to drive these gpus are going to be used to drive these gpus are going to be used to drive cloudbased right AI cloudbased right AI cloudbased right AI services and 80 and Apple has just made services and 80 and Apple has just made services and 80 and Apple has just made 80% of all the stuff that you're going 80% of all the stuff that you're going 80% of all the stuff that you're going to do done on device on Apple to do done on device on Apple to do done on device on Apple intelligence and this would be for intelligence and this would be for intelligence and this would be for apple apple folks that are in the Apple apple apple folks that are in the Apple apple apple folks that are in the Apple ecosystem obviously what did you just do ecosystem obviously what did you just do ecosystem obviously what did you just do to The Tam right don't you think that to The Tam right don't you think that to The Tam right don't you think that the the free jet cheet GPT that they're the the free jet cheet GPT that they're the the free jet cheet GPT that they're going to be driving as well as going to going to be driving as well as going to going to be driving as well as going to drive some business in that that drive some business in that that drive some business in that that Direction free um but I it's not primary Direction free um but I it's not primary Direction free um but I it's not primary I mean think about how many times you're I mean think about how many times you're I mean think about how many times you're going to go you know the number you know going to go you know the number you know going to go you know the number you know here's the thing I always noticed most here's the thing I always noticed most here's the thing I always noticed most most of the generative AI stuff and most of the generative AI stuff and most of the generative AI stuff and application you know where it is application you know where it is application you know where it is valuable is very Niche right the other valuable is very Niche right the other valuable is very Niche right the other thing is is that the other high value thing is is that the other high value thing is is that the other high value stuff is highly iterative more stuff is highly iterative more stuff is highly iterative more localized and you don't want to do that localized and you don't want to do that localized and you don't want to do that on the cloud because as you're iterating on the cloud because as you're iterating on the cloud because as you're iterating let's say say through a generative let's say say through a generative let's say say through a generative creative process you don't want to you creative process you don't want to you creative process you don't want to you don't want to generate all those tokens don't want to generate all those tokens don't want to generate all those tokens and get built for it right you want to and get built for it right you want to and get built for it right you want to do it on device and because it's going do it on device and because it's going do it on device and because it's going to be more narrow you can probably do it to be more narrow you can probably do it to be more narrow you can probably do it on device yeah well think about isvs on device yeah well think about isvs on device yeah well think about isvs right is if I'm an isv and I'm selling right is if I'm an isv and I'm selling right is if I'm an isv and I'm selling you a a application or service for you a a application or service for you a a application or service for creating content like I I want you to do

creating content like I I want you to do creating content like I I want you to do all that stuff on device because all that stuff on device because all that stuff on device because otherwise I'm paying I'm paying myly otherwise I'm paying I'm paying myly otherwise I'm paying I'm paying myly you're only paying me five bucks a month you're only paying me five bucks a month you're only paying me five bucks a month you're now like spending eight bucks a you're now like spending eight bucks a you're now like spending eight bucks a month on tokens and I'm water so if I'm month on tokens and I'm water so if I'm month on tokens and I'm water so if I'm an isv I want to put it on the Apple an isv I want to put it on the Apple an isv I want to put it on the Apple platform and push it device that's platform and push it device that's platform and push it device that's interesting interesting interesting it does change the s a little bit before it does change the s a little bit before it does change the s a little bit before when you had applications as a vendor in when you had applications as a vendor in when you had applications as a vendor in the back end you always had to kind of the back end you always had to kind of the back end you always had to kind of figure out okay how how much is that's figure out okay how how much is that's figure out okay how how much is that's going to cost me running on Asher or going to cost me running on Asher or going to cost me running on Asher or Amazon or whatever now that cost this Amazon or whatever now that cost this Amazon or whatever now that cost this exponentially higher yeah yeah and then exponentially higher yeah yeah and then exponentially higher yeah yeah and then here's the other problem Enterprise here's the other problem Enterprise here's the other problem Enterprise Genai is a different game and it's Genai is a different game and it's Genai is a different game and it's really really tough adoption is crap really really tough adoption is crap really really tough adoption is crap right um after all you know more than a right um after all you know more than a right um after all you know more than a year now more than two two years year now more than two two years year now more than two two years actually actually actually um I don't know um I um I don't know um I um I don't know um I think Apple if they execute well on the think Apple if they execute well on the think Apple if they execute well on the security and privacy end of this stuff security and privacy end of this stuff security and privacy end of this stuff they just they just disrupted so this they just they just disrupted so this they just they just disrupted so this sounds like a big discussion about AI sounds like a big discussion about AI sounds like a big discussion about AI infrastructure because a lot of folks infrastructure because a lot of folks infrastructure because a lot of folks are thinking we're about to go into a are thinking we're about to go into a are thinking we're about to go into a new wave or we're already in a new wave new wave or we're already in a new wave new wave or we're already in a new wave of massive AI infrastructure being built of massive AI infrastructure being built of massive AI infrastructure being built by corporations and by vendors and stuff by corporations and by vendors and stuff by corporations and by vendors and stuff like that and so a lot of people assume like that and so a lot of people assume like that and so a lot of people assume so far because the story they've heard so far because the story they've heard so far because the story they've heard up till this last week was It's All

up till this last week was It's All up till this last week was It's All About Big Iron and Blackwell and Nvidia About Big Iron and Blackwell and Nvidia About Big Iron and Blackwell and Nvidia building this Mega AI infrastructure and building this Mega AI infrastructure and building this Mega AI infrastructure and then also private AI yeah companies are then also private AI yeah companies are then also private AI yeah companies are going to be building this whole onfr going to be building this whole onfr going to be building this whole onfr private Cloud hybrid Cloud whatever private Cloud hybrid Cloud whatever private Cloud hybrid Cloud whatever because they're worried about their because they're worried about their because they're worried about their their private data and so uh it's like their private data and so uh it's like their private data and so uh it's like there's a feeling and I see it along there's a feeling and I see it along there's a feeling and I see it along among the analyst communities that we're among the analyst communities that we're among the analyst communities that we're about to go into this Mega wave of AI about to go into this Mega wave of AI about to go into this Mega wave of AI infrastructure Giga wave Giga wave yeah infrastructure Giga wave Giga wave yeah infrastructure Giga wave Giga wave yeah yeah it's a giga wave you're right and yeah it's a giga wave you're right and yeah it's a giga wave you're right and um wave 1.21 gigawatts and then there's um wave 1.21 gigawatts and then there's um wave 1.21 gigawatts and then there's the whole deal and then the AI PC idea the whole deal and then the AI PC idea the whole deal and then the AI PC idea is something by marketing to Spur a new is something by marketing to Spur a new is something by marketing to Spur a new pc cycle to get new stuff because you pc cycle to get new stuff because you pc cycle to get new stuff because you need that which actually I think is need that which actually I think is need that which actually I think is really funny I don't know this was lost really funny I don't know this was lost really funny I don't know this was lost in the news the whole aipc with a what in the news the whole aipc with a what in the news the whole aipc with a what is it 40 or 45 tops for the and how is it 40 or 45 tops for the and how is it 40 or 45 tops for the and how that's going to be that's going to be that's going to be dramatic Jensen made some comments about dramatic Jensen made some comments about dramatic Jensen made some comments about how crappy that is and that's like the how crappy that is and that's like the how crappy that is and that's like the most minimal lame basic AI tasks can be most minimal lame basic AI tasks can be most minimal lame basic AI tasks can be accomplished by that compared to just a accomplished by that compared to just a accomplished by that compared to just a g he's got 300 Topps RTX chips that are g he's got 300 Topps RTX chips that are g he's got 300 Topps RTX chips that are already in laptops right oh like so my already in laptops right oh like so my already in laptops right oh like so my desktop PC that I have that I'm doing desktop PC that I have that I'm doing desktop PC that I have that I'm doing using right now for this my RTX has 1300 using right now for this my RTX has 1300 using right now for this my RTX has 1300 Tops on it now but that being said it's Tops on it now but that being said it's Tops on it now but that being said it's desktop and it's using more energy than desktop and it's using more energy than desktop and it's using more energy than a laptop one no doubt about it but it's

a laptop one no doubt about it but it's a laptop one no doubt about it but it's like just not even close you know yeah like just not even close you know yeah like just not even close you know yeah but it's also think about what is the but it's also think about what is the but it's also think about what is the application for an aipc right it's application for an aipc right it's application for an aipc right it's probably more closer to what Apple's probably more closer to what Apple's probably more closer to what Apple's doing in reality it's being to that that doing in reality it's being to that that doing in reality it's being to that that is understanding your you do in your is understanding your you do in your is understanding your you do in your behaviors and kind of work on it and you behaviors and kind of work on it and you behaviors and kind of work on it and you don't need that much for that obviously don't need that much for that obviously don't need that much for that obviously because of you can see it on the Apple because of you can see it on the Apple because of you can see it on the Apple side as well um so who benefits I think side as well um so who benefits I think side as well um so who benefits I think it would be interesting to see some some it would be interesting to see some some it would be interesting to see some some real research and you know what's what's real research and you know what's what's real research and you know what's what's the difference between you what is the the difference between you what is the the difference between you what is the impact on the training versus you know impact on the training versus you know impact on the training versus you know running the inferences versus running the inferences versus running the inferences versus customizing and because it seems to me customizing and because it seems to me customizing and because it seems to me that we're going to go back I mean it's that we're going to go back I mean it's that we're going to go back I mean it's the old cycle we're going to go back to the old cycle we're going to go back to the old cycle we're going to go back to current server okay you need a server to current server okay you need a server to current server okay you need a server to train the model and then you de on the train the model and then you de on the train the model and then you de on the client to execute and customize so client to execute and customize so client to execute and customize so that's why so but you have to understand that's why so but you have to understand that's why so but you have to understand this kind of level of details to figure this kind of level of details to figure this kind of level of details to figure out you know where this is going to grow out you know where this is going to grow out you know where this is going to grow and what it's not going to grow and I and what it's not going to grow and I and what it's not going to grow and I think you have a great Point Le not think you have a great Point Le not think you have a great Point Le not about that I never thought about it this about that I never thought about it this about that I never thought about it this way but yes the the the the Apple way but yes the the the the Apple way but yes the the the the Apple ecosystem has a strong distributed ecosystem has a strong distributed ecosystem has a strong distributed computing power by essence of the computing power by essence of the computing power by essence of the quality of their device so they can quality of their device so they can quality of their device so they can actually do that yeah and then you know actually do that yeah and then you know actually do that yeah and then you know um the other thing I was thinking is you um the other thing I was thinking is you um the other thing I was thinking is you know people are wondering how do you know people are wondering how do you know people are wondering how do you monetize this stuff actually Apple does monetize this stuff actually Apple does monetize this stuff actually Apple does if they can get that hybrid AI if they can get that hybrid AI if they can get that hybrid AI infrastructure architecture right end it infrastructure architecture right end it infrastructure architecture right end it end from their their servers to all the end from their their servers to all the end from their their servers to all the different varieties different varieties different varieties of um devices that they have right from

of um devices that they have right from of um devices that they have right from smartphone or SmartWatches all the way smartphone or SmartWatches all the way smartphone or SmartWatches all the way to freaking the Mac to freaking the Mac to freaking the Mac Pro um if people with older Pro um if people with older Pro um if people with older Generation Um devices that don't have Generation Um devices that don't have Generation Um devices that don't have like you know uh sufficient mpu like you know uh sufficient mpu like you know uh sufficient mpu compute maybe Apple charges them 20 compute maybe Apple charges them 20 compute maybe Apple charges them 20 bucks 30 bucks a month if they want bucks 30 bucks a month if they want bucks 30 bucks a month if they want because they have this you're right you because they have this you're right you because they have this you're right you can you can have someity between the can you can have someity between the can you can have someity between the cloud and the hardware and also you can cloud and the hardware and also you can cloud and the hardware and also you can also distribute the cost I mean you can also distribute the cost I mean you can also distribute the cost I mean you can increase the cost of iCloud subscription increase the cost of iCloud subscription increase the cost of iCloud subscription by five bucks yeah and increase the cost by five bucks yeah and increase the cost by five bucks yeah and increase the cost of your MacBook Pro by 3% so you can of your MacBook Pro by 3% so you can of your MacBook Pro by 3% so you can sense it as a post no no everything's on sense it as a post no no everything's on sense it as a post no no everything's on the cloud you have to pay the cloud you have to pay the cloud you have to pay thetion yeah which makes the model thetion yeah which makes the model thetion yeah which makes the model different because what Microsoft is different because what Microsoft is different because what Microsoft is looking at doing is trying to charge looking at doing is trying to charge looking at doing is trying to charge everybody for something that apple is everybody for something that apple is everybody for something that apple is going to give away for free for the going to give away for free for the going to give away for free for the latest if it qualifies as a um you know latest if it qualifies as a um you know latest if it qualifies as a um you know um aipc or whatever you know a 40 tops um aipc or whatever you know a 40 tops um aipc or whatever you know a 40 tops whatever right yeah apple on the other whatever right yeah apple on the other whatever right yeah apple on the other hand they have the opportunity uh um to hand they have the opportunity uh um to hand they have the opportunity uh um to provide AI services to older generation provide AI services to older generation provide AI services to older generation uh you know uh devices and monetize and uh you know uh devices and monetize and uh you know uh devices and monetize and that's that's an interesting possibility that's that's an interesting possibility that's that's an interesting possibility that no one has been talking about I that no one has been talking about I that no one has been talking about I haven't seen any it actually believe haven't seen any it actually believe haven't seen any it actually believe you're you're really right because even

you're you're really right because even you're you're really right because even the name they chose they're not talking the name they chose they're not talking the name they chose they're not talking about an AI Apple PC they're talking about an AI Apple PC they're talking about an AI Apple PC they're talking about Apple intelligence intelligence about Apple intelligence intelligence about Apple intelligence intelligence right and it's the ecosystems that right and it's the ecosystems that right and it's the ecosystems that deliver the intelligence whole deliver the intelligence whole deliver the intelligence whole flexibility to distribute it Cloud PC so flexibility to distribute it Cloud PC so flexibility to distribute it Cloud PC so it's probably much smaller than what it's probably much smaller than what it's probably much smaller than what most people have been com right and then most people have been com right and then most people have been com right and then they could probably balance out the they could probably balance out the they could probably balance out the financial because you know um providing financial because you know um providing financial because you know um providing these service in the back end is going these service in the back end is going these service in the back end is going to be a you know is going to cost to be a you know is going to cost to be a you know is going to cost a lot of money even though I think app a lot of money even though I think app a lot of money even though I think app the way Apple's doing is is probably a the way Apple's doing is is probably a the way Apple's doing is is probably a lot more streamlined they're they're lot more streamlined they're they're lot more streamlined they're they're probably tackling the 80% of let's say probably tackling the 80% of let's say probably tackling the 80% of let's say uh lower cost um you know uh lower cost um you know uh lower cost um you know uh requests that they would take uh uh requests that they would take uh uh requests that they would take uh versus doing these large context window versus doing these large context window versus doing these large context window stuff that you know we see Microsoft and stuff that you know we see Microsoft and stuff that you know we see Microsoft and you know open Ai and all these guys uh you know open Ai and all these guys uh you know open Ai and all these guys uh and go Google in particular with the and go Google in particular with the and go Google in particular with the fraking one million 2 million token fraking one million 2 million token fraking one million 2 million token context Windows they say okay let these context Windows they say okay let these context Windows they say okay let these guys do that stuff because this is going guys do that stuff because this is going guys do that stuff because this is going to cost a lot of money it's not going to to cost a lot of money it's not going to to cost a lot of money it's not going to be as high margin be as high margin be as high margin we'll just do the easy stuff and then um we'll just do the easy stuff and then um we'll just do the easy stuff and then um you know provide the value to our you know provide the value to our you know provide the value to our customers but then also um you know not customers but then also um you know not customers but then also um you know not get go bankrupt you know providing a a get go bankrupt you know providing a a get go bankrupt you know providing a a generative AI Services you know this in generative AI Services you know this in generative AI Services you know this in other words Uh crap gen business offload

other words Uh crap gen business offload other words Uh crap gen business offload to open Ai and these other guys and they to open Ai and these other guys and they to open Ai and these other guys and they just keep the good stuff you know the just keep the good stuff you know the just keep the good stuff you know the 80% that most of us are going to do but 80% that most of us are going to do but 80% that most of us are going to do but it's going to you know um I mean this is it's going to you know um I mean this is it's going to you know um I mean this is even the case for Microsoft with even the case for Microsoft with even the case for Microsoft with co-pilot it will suck the oxygen out of co-pilot it will suck the oxygen out of co-pilot it will suck the oxygen out of the room the in other words the revenue the room the in other words the revenue the room the in other words the revenue opportunities for all these guys that opportunities for all these guys that opportunities for all these guys that are buying are buying are buying gpus you know what I'm saying but one gpus you know what I'm saying but one gpus you know what I'm saying but one thing I wanted to to just when you said thing I wanted to to just when you said thing I wanted to to just when you said before on the Enterprise generative AI I before on the Enterprise generative AI I before on the Enterprise generative AI I I wouldn't uh disregard that um I think I wouldn't uh disregard that um I think I wouldn't uh disregard that um I think I mentioned in our company couple months I mentioned in our company couple months I mentioned in our company couple months ago we got access to Microsoft's uh ASO ago we got access to Microsoft's uh ASO ago we got access to Microsoft's uh ASO AI I think they call it uh which there's AI I think they call it uh which there's AI I think they call it uh which there's a lot of people in our company that a lot of people in our company that a lot of people in our company that start playing with it and doing some start playing with it and doing some start playing with it and doing some stuff with it but we just had last month stuff with it but we just had last month stuff with it but we just had last month we had a really great like a AI well not we had a really great like a AI well not we had a really great like a AI well not AI um analytics Summit where all AI um analytics Summit where all AI um analytics Summit where all analytics people get together and analytics people get together and analytics people get together and there's a lot of other areas where we're there's a lot of other areas where we're there's a lot of other areas where we're using it but it's not really completely using it but it's not really completely using it but it's not really completely visible to everybody so on top of our uh visible to everybody so on top of our uh visible to everybody so on top of our uh dat our data centers Etc on top of our dat our data centers Etc on top of our dat our data centers Etc on top of our um big internal systems um big internal systems um big internal systems Erp um there there are tools right now Erp um there there are tools right now Erp um there there are tools right now because they're just coming with the because they're just coming with the because they're just coming with the tools that we already have now they have tools that we already have now they have tools that we already have now they have a little gen gen gen kind of capability a little gen gen gen kind of capability a little gen gen gen kind of capability so for example like automatic language so for example like automatic language so for example like automatic language translation uh we have we have system translation uh we have we have system translation uh we have we have system sitting on top our data so that you as a sitting on top our data so that you as a sitting on top our data so that you as a user can find data because it's now

user can find data because it's now user can find data because it's now organizing it so if you ask for organizing it so if you ask for organizing it so if you ask for something you can in natural language something you can in natural language something you can in natural language can get back what it is it can give you can get back what it is it can give you can get back what it is it can give you the the SQL statement you were supposed the the SQL statement you were supposed the the SQL statement you were supposed to use to get to that data automatically to use to get to that data automatically to use to get to that data automatically so some of these things they are so some of these things they are so some of these things they are happening right but it's not necessarily happening right but it's not necessarily happening right but it's not necessarily like this big open AI kind of push it's like this big open AI kind of push it's like this big open AI kind of push it's more like yeah there'll be some Einstein more like yeah there'll be some Einstein more like yeah there'll be some Einstein in Salesforce there'll be some stuff in in Salesforce there'll be some stuff in in Salesforce there'll be some stuff in Oracle there'll be some stuff in other Oracle there'll be some stuff in other Oracle there'll be some stuff in other places places places that side you start using right yeah that side you start using right yeah that side you start using right yeah yeah what we're seeing is that those yeah what we're seeing is that those yeah what we're seeing is that those services are generic across Enterprises services are generic across Enterprises services are generic across Enterprises and businesses so they're not and businesses so they're not and businesses so they're not necessarily specialized now I do believe necessarily specialized now I do believe necessarily specialized now I do believe that you will specialize some AI that you will specialize some AI that you will specialize some AI services for Enterprises because services for Enterprises because services for Enterprises because Enterprises own data but the fact that Enterprises own data but the fact that Enterprises own data but the fact that you can customize genni for Enterprises you can customize genni for Enterprises you can customize genni for Enterprises is much more Highly Questionable because is much more Highly Questionable because is much more Highly Questionable because so you're thinking like um let's say you so you're thinking like um let's say you so you're thinking like um let's say you you want to sit on top of our service you want to sit on top of our service you want to sit on top of our service data and specifically generate some some data and specifically generate some some data and specifically generate some some uh feedback uh results out of that uh feedback uh results out of that uh feedback uh results out of that that's specific to a specific area in that's specific to a specific area in that's specific to a specific area in the business yeah so I because the thing the business yeah so I because the thing the business yeah so I because the thing is you know gen fundamentally we call it is you know gen fundamentally we call it is you know gen fundamentally we call it gen but I think it's it's really gen but I think it's it's really gen but I think it's it's really language it's the language interactions language it's the language interactions language it's the language interactions and this is why it's actually dangerous and this is why it's actually dangerous and this is why it's actually dangerous or mean dangerous or or tricky because or mean dangerous or or tricky because or mean dangerous or or tricky because the level of Engagement we have is going the level of Engagement we have is going the level of Engagement we have is going Beyond Visual and and and and and Beyond Visual and and and and and Beyond Visual and and and and and sensorial it's becoming with the sensorial it's becoming with the sensorial it's becoming with the language which is kind of a very strong language which is kind of a very strong language which is kind of a very strong engine of human interactions so but it's engine of human interactions so but it's engine of human interactions so but it's an interaction mechanism and it's an interaction mechanism and it's an interaction mechanism and it's probably kind of a it's a it's it's a probably kind of a it's a it's it's a probably kind of a it's a it's it's a buffer between the Enterprise and the

buffer between the Enterprise and the buffer between the Enterprise and the individual if you want so I don't know individual if you want so I don't know individual if you want so I don't know the question I'm asking I don't know I the question I'm asking I don't know I the question I'm asking I don't know I haven't looked into details but you know haven't looked into details but you know haven't looked into details but you know is there really customized your model is there really customized your model is there really customized your model where you need to retrain deeply the Gen where you need to retrain deeply the Gen where you need to retrain deeply the Gen model for an Enterprise I don't think so model for an Enterprise I don't think so model for an Enterprise I don't think so no more context for example we put all no more context for example we put all no more context for example we put all the lws and all the all all the suit all the lws and all the all all the suit all the lws and all the all all the suit all the lawsuit we had in the past we can the lawsuit we had in the past we can the lawsuit we had in the past we can probably eliminate 95% of the lawyers probably eliminate 95% of the lawyers probably eliminate 95% of the lawyers which would be great but but you're not which would be great but but you're not which would be great but but you're not training a model for lows you're just training a model for lows you're just training a model for lows you're just model and adding a lot of lows data yeah model and adding a lot of lows data yeah model and adding a lot of lows data yeah you know training is more automated you know training is more automated you know training is more automated right like if you look at are business right like if you look at are business right like if you look at are business data there there there's some stuff that data there there there's some stuff that data there there there's some stuff that tells us you know what what's what's the tells us you know what what's what's the tells us you know what what's what's the revenue this year versus last year on revenue this year versus last year on revenue this year versus last year on these particular products there's some these particular products there's some these particular products there's some of that that's starting to get some some of that that's starting to get some some of that that's starting to get some some gen that's constantly kind of trained on gen that's constantly kind of trained on gen that's constantly kind of trained on that data I guess but it's not it's not that data I guess but it's not it's not that data I guess but it's not it's not a focused kind of training just happens a focused kind of training just happens a focused kind of training just happens because you us I'm not even sure it's because you us I'm not even sure it's because you us I'm not even sure it's jni it's it's more you know it might be jni it's it's more you know it might be jni it's it's more you know it might be you know patterns and inferences but you know patterns and inferences but you know patterns and inferences but it's not again that depend what you call it's not again that depend what you call it's not again that depend what you call gen I think gen in the context of what gen I think gen in the context of what gen I think gen in the context of what we see today is most seful language yeah we see today is most seful language yeah we see today is most seful language yeah well you know what you're not going to well you know what you're not going to well you know what you're not going to be you know it's too cost prohibitive to be you know it's too cost prohibitive to be you know it's too cost prohibitive to create a general a constantly upto-date create a general a constantly upto-date create a general a constantly upto-date General AI for your business and that's General AI for your business and that's General AI for your business and that's why you know you know I I I Call Rag the why you know you know I I I Call Rag the why you know you know I I I Call Rag the poor man's poor man's poor man's fine-tuning um that it's actually true fine-tuning um that it's actually true fine-tuning um that it's actually true that's what everyone's doing right now that's what everyone's doing right now that's what everyone's doing right now so like even with apple if you look at

so like even with apple if you look at so like even with apple if you look at what they're doing with the you know what they're doing with the you know what they're doing with the you know they call it the semantic index it's a they call it the semantic index it's a they call it the semantic index it's a freaking either a graph or a Vector freaking either a graph or a Vector freaking either a graph or a Vector database right I mean it's not like they database right I mean it's not like they database right I mean it's not like they just went off and hey we just went off and hey we just went off and hey we have Index right it's a freaking rag you have Index right it's a freaking rag you have Index right it's a freaking rag you know what that's the cool thing is know what that's the cool thing is know what that's the cool thing is there's a Simplicity in all of this but there's a Simplicity in all of this but there's a Simplicity in all of this but and a practicality in the implementation and a practicality in the implementation and a practicality in the implementation and it has implication but has broader and it has implication but has broader and it has implication but has broader implications implications implications meaning um most companies man they're meaning um most companies man they're meaning um most companies man they're not going to spend a ton of money on um not going to spend a ton of money on um not going to spend a ton of money on um a a an implementation of generative AI a a an implementation of generative AI a a an implementation of generative AI that is not valuable right they're going that is not valuable right they're going that is not valuable right they're going to try to do it as cheap as possible and to try to do it as cheap as possible and to try to do it as cheap as possible and so if you look at what a lot of so if you look at what a lot of so if you look at what a lot of hyperscalers are doing actually when you hyperscalers are doing actually when you hyperscalers are doing actually when you look at the pricing model there's a thin look at the pricing model there's a thin look at the pricing model there's a thin fee that they pay fee that they pay fee that they pay for that they charge for the actual geni for that they charge for the actual geni for that they charge for the actual geni part the rest of it is all the rag stuff part the rest of it is all the rag stuff part the rest of it is all the rag stuff that is almost entirely has nothing to that is almost entirely has nothing to that is almost entirely has nothing to do with a large language model that's do with a large language model that's do with a large language model that's how they're looking at making money how they're looking at making money how they're looking at making money right requests you know the retrievers right requests you know the retrievers right requests you know the retrievers and all it has and so you know this is I and all it has and so you know this is I and all it has and so you know this is I think something that the general public think something that the general public think something that the general public hasn't tuned into a lot of people in the hasn't tuned into a lot of people in the hasn't tuned into a lot of people in the industry still don't don't have industry still don't don't have industry still don't don't have visibility into but it's coming trust me visibility into but it's coming trust me visibility into but it's coming trust me I feel you man I feel you but I think I I feel you man I feel you but I think I I feel you man I feel you but I think I have to have to have to disagree at least in the near term I disagree at least in the near term I disagree at least in the near term I think we're gonna we're in a hype Mania

think we're gonna we're in a hype Mania think we're gonna we're in a hype Mania mode right now and I think mode right now and I think mode right now and I think let's just say the Fortune 500 companies let's just say the Fortune 500 companies let's just say the Fortune 500 companies are all big enough and Wealthy enough are all big enough and Wealthy enough are all big enough and Wealthy enough that they will invest in this that they will invest in this that they will invest in this infrastructure because they're all like infrastructure because they're all like infrastructure because they're all like oh this is incredible and I think a lot oh this is incredible and I think a lot oh this is incredible and I think a lot of them are going to try and I think a of them are going to try and I think a of them are going to try and I think a lot of them are going to spend a lot lot of them are going to spend a lot lot of them are going to spend a lot because they're the biggest companies because they're the biggest companies because they're the biggest companies and so they could afford it right but and so they could afford it right but and so they could afford it right but they they've been doing that for a whole they they've been doing that for a whole they they've been doing that for a whole year two years actually yeah what how year two years actually yeah what how year two years actually yeah what how many of these these things have actually many of these these things have actually many of these these things have actually gone out into the wild and at scale and gone out into the wild and at scale and gone out into the wild and at scale and you know delivering they you know you know delivering they you know you know delivering they you know they're on the Blackwell waiting list they're on the Blackwell waiting list they're on the Blackwell waiting list you you you know there's not enough gpus that's know there's not enough gpus that's know there's not enough gpus that's whyus more gpus yeah and so for their whyus more gpus yeah and so for their whyus more gpus yeah and so for their own data centers their own stuff and own data centers their own stuff and own data centers their own stuff and then they're going to probably grab open then they're going to probably grab open then they're going to probably grab open source models so they'll probably hook source models so they'll probably hook source models so they'll probably hook up with our buddies in France and mraw up with our buddies in France and mraw up with our buddies in France and mraw Ai and stuff like that yeah you Ai and stuff like that yeah you Ai and stuff like that yeah you know obviously meta op got open source know obviously meta op got open source know obviously meta op got open source models you know there's all kinds of models you know there's all kinds of models you know there's all kinds of stuff like that um stuff like that um stuff like that um yeah I think there's also some level of yeah I think there's also some level of yeah I think there's also some level of you know and this is more you know this you know and this is more you know this you know and this is more you know this is like the industry 40 World you know a is like the industry 40 World you know a is like the industry 40 World you know a whole the notion of training models and whole the notion of training models and whole the notion of training models and doing inferencing is not new that's what doing inferencing is not new that's what doing inferencing is not new that's what we do with something we call machine we do with something we call machine we do with something we call machine learning and we've been doing it for a learning and we've been doing it for a learning and we've been doing it for a long time and we do it but but we do it long time and we do it but but we do it long time and we do it but but we do it narrowly for I'm doing I'm training a narrowly for I'm doing I'm training a narrowly for I'm doing I'm training a model on this machine in my factory to

model on this machine in my factory to model on this machine in my factory to see how it's behaving all the time and I see how it's behaving all the time and I see how it's behaving all the time and I know how it's behaving when it's good know how it's behaving when it's good know how it's behaving when it's good and I know how it's behaving when it's and I know how it's behaving when it's and I know how it's behaving when it's down and I've trained those models and I down and I've trained those models and I down and I've trained those models and I do inferencing on my iot Telemetry do inferencing on my iot Telemetry do inferencing on my iot Telemetry because that's really important to my because that's really important to my because that's really important to my business that you know the whole some business that you know the whole some business that you know the whole some the biggest value prop of industrial iot the biggest value prop of industrial iot the biggest value prop of industrial iot and all this industry 40 stuff is is and all this industry 40 stuff is is and all this industry 40 stuff is is high available machines down no downtime high available machines down no downtime high available machines down no downtime all that kind of good stuff and so there all that kind of good stuff and so there all that kind of good stuff and so there a lot of people already doing that um a lot of people already doing that um a lot of people already doing that um some some maybe do the training in the some some maybe do the training in the some some maybe do the training in the cloud some can do it on PR you know yeah cloud some can do it on PR you know yeah cloud some can do it on PR you know yeah I don't know it depends on the I don't know it depends on the I don't know it depends on the sophistication there's always you also sophistication there's always you also sophistication there's always you also know this notion of a in big know this notion of a in big know this notion of a in big companies they have a big it department companies they have a big it department companies they have a big it department and you always have this Star Chamber of and you always have this Star Chamber of and you always have this Star Chamber of Architects that wear robes and stuff Architects that wear robes and stuff Architects that wear robes and stuff like that they're like like that they're like like that they're like oh and they are like The Gatekeepers for oh and they are like The Gatekeepers for oh and they are like The Gatekeepers for new technologies coming into the big new technologies coming into the big new technologies coming into the big and and and so I know some of them were probably so I know some of them were probably so I know some of them were probably seeing Elon musk's comments about Apple seeing Elon musk's comments about Apple seeing Elon musk's comments about Apple and there's like get it out of here and there's like get it out of here and there's like get it out of here there's no way we're going to allow any there's no way we're going to allow any there's no way we're going to allow any Apple products at any of my companies Apple products at any of my companies Apple products at any of my companies you know and there'll be some of these you know and there'll be some of these you know and there'll be some of these people who are people who are people who are like you know is in fact is is I mean like you know is in fact is is I mean like you know is in fact is is I mean Microsoft with recall and then the the Microsoft with recall and then the the Microsoft with recall and then the the Apple stuff is I got to believe there

Apple stuff is I got to believe there Apple stuff is I got to believe there are going to be companies with policies are going to be companies with policies are going to be companies with policies that that are having red flags right now that that are having red flags right now that that are having red flags right now going I don't know this sounds like it's going I don't know this sounds like it's going I don't know this sounds like it's borderline violating a lot of our borderline violating a lot of our borderline violating a lot of our privacy and security policies that we privacy and security policies that we privacy and security policies that we have at our company right now or telling have at our company right now or telling have at our company right now or telling us good they're telling us a good story us good they're telling us a good story us good they're telling us a good story but we don't know if we believe it or but we don't know if we believe it or but we don't know if we believe it or not so you I know what's going to happen not so you I know what's going to happen not so you I know what's going to happen it's gonna happen the same thing with it's gonna happen the same thing with it's gonna happen the same thing with the mobile devices where you have your the mobile devices where you have your the mobile devices where you have your personal phone and you have your work personal phone and you have your work personal phone and you have your work phone so you're going to have a personal phone so you're going to have a personal phone so you're going to have a personal PC and a work PC so it's the regression PC and a work PC so it's the regression PC and a work PC so it's the regression rather than trying to make those two rather than trying to make those two rather than trying to make those two Coexist on the right place because I was Coexist on the right place because I was Coexist on the right place because I was at the heart of that with good at the heart of that with good at the heart of that with good technology we had a we had a technology technology we had a we had a technology technology we had a we had a technology where you could actually have your work where you could actually have your work where you could actually have your work apps isolated from the others on a apps isolated from the others on a apps isolated from the others on a single device you know nowadays this is single device you know nowadays this is single device you know nowadays this is gone I need to have two devices now gone I need to have two devices now gone I need to have two devices now because I'm not letting a mobile device because I'm not letting a mobile device because I'm not letting a mobile device management profile from a company on my management profile from a company on my management profile from a company on my personal personal personal device get the the same kind of thing device get the the same kind of thing device get the the same kind of thing there but you that's the interesting there but you that's the interesting there but you that's the interesting twist for a lot of companies these twist for a lot of companies these twist for a lot of companies these functions are going to be uh cool like I functions are going to be uh cool like I functions are going to be uh cool like I think it was like last episode you know think it was like last episode you know think it was like last episode you know I mentioned that um some Enterprises I mentioned that um some Enterprises I mentioned that um some Enterprises might find this very useful because they might find this very useful because they might find this very useful because they want to be able to track what their want to be able to track what their want to be able to track what their employees are doing on a company issued employees are doing on a company issued employees are doing on a company issued laptop or device oh yeah you yeah but I laptop or device oh yeah you yeah but I laptop or device oh yeah you yeah but I agree with you that maybe there are agree with you that maybe there are agree with you that maybe there are going to be concerns of people doing going to be concerns of people doing going to be concerns of people doing BYOD right um all of a sudden now you BYOD right um all of a sudden now you BYOD right um all of a sudden now you want the company wants to basically

want the company wants to basically want the company wants to basically be able to uh tap into the proxy that is be able to uh tap into the proxy that is be able to uh tap into the proxy that is on you know your digital proxy or on you know your digital proxy or on you know your digital proxy or digital twin that's on your personal digital twin that's on your personal digital twin that's on your personal device and then that that just becomes device and then that that just becomes device and then that that just becomes creepy for the employee yeah so um but I creepy for the employee yeah so um but I creepy for the employee yeah so um but I mean I can totally see how some mean I can totally see how some mean I can totally see how some companies especially ones that are like companies especially ones that are like companies especially ones that are like like for instance if you're working for like for instance if you're working for like for instance if you're working for Skunk Skunk Skunk Works they want to track everything Works they want to track everything Works they want to track everything because they want to make sure that because they want to make sure that because they want to make sure that you're not some spy uh you're not some spy uh you're not some spy uh off you know you know secrets to enemy off you know you know secrets to enemy off you know you know secrets to enemy yeah I bet you that the nightmare yeah I bet you that the nightmare yeah I bet you that the nightmare scenario that in 10 years you go for a scenario that in 10 years you go for a scenario that in 10 years you go for a job interview you're just log into the job interview you're just log into the job interview you're just log into the PC yeah but you know elon's prise is so PC yeah but you know elon's prise is so PC yeah but you know elon's prise is so funny man it was just reactionary it was funny man it was just reactionary it was funny man it was just reactionary it was just reactionary because it's like look just reactionary because it's like look just reactionary because it's like look it was very reactionary it's just a it was very reactionary it's just a it was very reactionary it's just a freaking plugin it's too plugin it's too funny yeah funny yeah funny yeah elon's also the best troll on Twitter yeah I mean you know one of the Twitter yeah I mean you know one of the things that somebody noticed or things that somebody noticed or things that somebody noticed or mentioned was that they didn't even mentioned was that they didn't even mentioned was that they didn't even bother bringing Sam Alman up on stage bother bringing Sam Alman up on stage bother bringing Sam Alman up on stage you know right yeah was interesting too you know right yeah was interesting too you know right yeah was interesting too yeah you're not that important in other yeah you're not that important in other yeah you're not that important in other words you're not that this is about words you're not that this is about words you're not that this is about Apple intelligence and oh by the way in Apple intelligence and oh by the way in Apple intelligence and oh by the way in the 2% of the time that you guys the 2% of the time that you guys the 2% of the time that you guys actually need to tap into these World actually need to tap into these World actually need to tap into these World model

model model oh well we have a little plugin and oh well we have a little plugin and oh well we have a little plugin and guess what they're not the only ones guess what they're not the only ones guess what they're not the only ones anybody else we're going to charge a fee anybody else we're going to charge a fee anybody else we're going to charge a fee for anyone to you know get their little for anyone to you know get their little for anyone to you know get their little you know name on the option you know the you know name on the option you know the you know name on the option you know the drop down list you know yeah and maybe drop down list you know yeah and maybe drop down list you know yeah and maybe and who knows open AI is probably paying and who knows open AI is probably paying and who knows open AI is probably paying Apple not the other way around is there Apple not the other way around is there Apple not the other way around is there a moment I thought that the question too a moment I thought that the question too a moment I thought that the question too yeah is this a moment possibly for a yeah is this a moment possibly for a yeah is this a moment possibly for a Linux desktop Linux desktop Linux desktop player with some marketing budget to player with some marketing budget to player with some marketing budget to seize this moment and say windows and seize this moment and say windows and seize this moment and say windows and the mac and are all bad they're all the mac and are all bad they're all the mac and are all bad they're all going to be sucking the life out of your going to be sucking the life out of your going to be sucking the life out of your data come to us we're going to be you data come to us we're going to be you data come to us we're going to be you know none of this is going to be allowed know none of this is going to be allowed know none of this is going to be allowed here's the lockdown secure PC secure here's the lockdown secure PC secure here's the lockdown secure PC secure laptops have you seen Elon posting he's laptops have you seen Elon posting he's laptops have you seen Elon posting he's like would you buy a Tesla phone or like would you buy a Tesla phone or like would you buy a Tesla phone or whatever he's calling it whatever he's calling it whatever he's calling it where I think there I think I hear where I think there I think I hear where I think there I think I hear Tiffany Tiffany Tiffany OS that's what I think I really hear OS that's what I think I really hear OS that's what I think I really hear love that I love that you know I kind love that I love that you know I kind love that I love that you know I kind like the sound of that too the hilarious like the sound of that too the hilarious like the sound of that too the hilarious part about Elon Musk is when you see the part about Elon Musk is when you see the part about Elon Musk is when you see the amount of data that is collected by amount of data that is collected by amount of data that is collected by Tesla and all the AI he's trying to push Tesla and all the AI he's trying to push Tesla and all the AI he's trying to push on on on everyone I understand what he's saying everyone I understand what he's saying everyone I understand what he's saying you know and I kind of agree to some you know and I kind of agree to some you know and I kind of agree to some extent but stop being buting people okay extent but stop being buting people okay extent but stop being buting people okay be H be at least be honest say oh yeah be H be at least be honest say oh yeah be H be at least be honest say oh yeah Co shut we've been doing that on our

Co shut we've been doing that on our Co shut we've been doing that on our cars and now they're doing that on their cars and now they're doing that on their cars and now they're doing that on their PC Bo yeah I mean money because you were PC Bo yeah I mean money because you were PC Bo yeah I mean money because you were the first one I would get that but my the first one I would get that but my the first one I would get that but my sister was telling me that in Denmark sister was telling me that in Denmark sister was telling me that in Denmark they just caught a they just caught a they just caught a murder um on the street based on Tesla murder um on the street based on Tesla murder um on the street based on Tesla video oh wow oh really they went back to video oh wow oh really they went back to video oh wow oh really they went back to which cars had been in that street for which cars had been in that street for which cars had been in that street for that period of time and then they went that period of time and then they went that period of time and then they went to Tesla to see if they could U provide to Tesla to see if they could U provide to Tesla to see if they could U provide the video and they did interesting wow the video and they did interesting wow the video and they did interesting wow wow that's more than a ring doorbell wow that's more than a ring doorbell wow that's more than a ring doorbell wow you should you should you should wow you should you should you should wow you should you should you should tweet this article if you have it that tweet this article if you have it that tweet this article if you have it that sounds very interesting because you're sounds very interesting because you're sounds very interesting because you're right Tesla's got all these cameras all right Tesla's got all these cameras all right Tesla's got all these cameras all over the over the over the car to you know they're trying to train car to you know they're trying to train car to you know they're trying to train those cars for all the weird edge cases those cars for all the weird edge cases those cars for all the weird edge cases by the way should can can can that this by the way should can can can that this by the way should can can can that this be kind of a challenge legally because be kind of a challenge legally because be kind of a challenge legally because how come those people can record things how come those people can record things how come those people can record things all around in the public space without I all around in the public space without I all around in the public space without I mean mean mean it's yeah why does they have the right it's yeah why does they have the right it's yeah why does they have the right to do that then I'm I'm going to put a to do that then I'm I'm going to put a to do that then I'm I'm going to put a camera in the mall and record everything camera in the mall and record everything camera in the mall and record everything myself well people have dash cams myself well people have dash cams myself well people have dash cams sometimes on their cars that's where all sometimes on their cars that's where all sometimes on their cars that's where all the cool crash videos come from I think the cool crash videos come from I think the cool crash videos come from I think if you're in a public space today you if you're in a public space today you if you're in a public space today you you you are your rights are are are not you you are your rights are are are not you you are your rights are are are not that you can't be be videotaped you will that you can't be be videotaped you will that you can't be be videotaped you will be and that's true oh yeah yeah you can be and that's true oh yeah yeah you can be and that's true oh yeah yeah you can be photographed if you're in a public be photographed if you're in a public be photographed if you're in a public deal it's like the deal it's like the deal it's like the news media you know if you're out in a news media you know if you're out in a news media you know if you're out in a public thing they can do whatever they

public thing they can do whatever they public thing they can do whatever they want yeah so yeah w w there you go want yeah so yeah w w there you go want yeah so yeah w w there you go anyway so not in France there are laws anyway so not in France there are laws anyway so not in France there are laws against that yeah so you cannot take against that yeah so you cannot take against that yeah so you cannot take pictures of people without and use them pictures of people without and use them pictures of people without and use them without their without their without their consent um you can't use them publicly I consent um you can't use them publicly I consent um you can't use them publicly I think that's I think if you take a video think that's I think if you take a video think that's I think if you take a video of somebody you can't put it on the news of somebody you can't put it on the news of somebody you can't put it on the news or something without you can't use them or something without you can't use them or something without you can't use them publicly you have to have content publicly you have to have content publicly you have to have content because I used to I think the police can because I used to I think the police can because I used to I think the police can use it however they want yeah but again use it however they want yeah but again use it however they want yeah but again I'm not chising kind of you know I'm not chising kind of you know I'm not chising kind of you know assuming we have authorities I'm saying assuming we have authorities I'm saying assuming we have authorities I'm saying the random companies or for-profit the random companies or for-profit the random companies or for-profit companies starting to do that because companies starting to do that because companies starting to do that because Tesla could monetize all these images Tesla could monetize all these images Tesla could monetize all these images from the cars they could say to the from the cars they could say to the from the cars they could say to the police hey do you want help with solving police hey do you want help with solving police hey do you want help with solving crime you pay us a thousand bucks every crime you pay us a thousand bucks every crime you pay us a thousand bucks every time he give it to you yeah and I think time he give it to you yeah and I think time he give it to you yeah and I think I mean all the all those Tik Tok I mean all the all those Tik Tok I mean all the all those Tik Tok Instagram videos of people that are that Instagram videos of people that are that Instagram videos of people that are that are filming other people I mean they are filming other people I mean they are filming other people I mean they don't have to give any consent to be on don't have to give any consent to be on don't have to give any consent to be on Tik Tok or Instagram or Facebook or Tik Tok or Instagram or Facebook or Tik Tok or Instagram or Facebook or whatever I did they just post them yeah whatever I did they just post them yeah whatever I did they just post them yeah all right it's time for funny video all right it's time for funny video all right it's time for funny video since we're talking about authorities since we're talking about authorities since we're talking about authorities chasing people here's your funny video chasing people here's your funny video chasing people here's your funny video the day and it includes a submarine oh submarine oh jeez that's pretty cool is that a torpedo yeah oh no way cool is that a torpedo yeah oh no way is that the sgv the submarine a grand is that the sgv the submarine a grand is that the sgv the submarine a grand vit

vit vit yeah see this is this this is what this yeah see this is this this is what this yeah see this is this this is what this is what gives all uh gen AI creators is what gives all uh gen AI creators is what gives all uh gen AI creators hope funny videos yeah yeah notice how hope funny videos yeah yeah notice how hope funny videos yeah yeah notice how they have the the game controller as a they have the the game controller as a they have the the game controller as a reference to the submarine that went to reference to the submarine that went to reference to the submarine that went to looked at the Titanic that died oh that looked at the Titanic that died oh that looked at the Titanic that died oh that one yeah yeah yeah yeah yeah oh yeah one yeah yeah yeah yeah yeah oh yeah one yeah yeah yeah yeah yeah oh yeah that's pretty funny oh my gosh is crazy that's pretty funny oh my gosh is crazy that's pretty funny oh my gosh is crazy seriously no never never underestimate seriously no never never underestimate seriously no never never underestimate the appetite for Jerry Springer there the appetite for Jerry Springer there the appetite for Jerry Springer there you go there's your funny video of the you go there's your funny video of the you go there's your funny video of the day folks well we on an even more slippery folks well we on an even more slippery slope I used to complain all the time slope I used to complain all the time slope I used to complain all the time about science fiction movie because about science fiction movie because about science fiction movie because there's no sound in there's no sound in there's no sound in space there's only one movie that I know space there's only one movie that I know space there's only one movie that I know of that respect this physical of that respect this physical of that respect this physical thing yeah all the others we've been thing yeah all the others we've been thing yeah all the others we've been raising generation of kids when you talk raising generation of kids when you talk raising generation of kids when you talk about you know elate our kids with all about you know elate our kids with all about you know elate our kids with all those Hollywood movies where there is those Hollywood movies where there is those Hollywood movies where there is sound in space right how much is that sound in space right how much is that sound in space right how much is that say about teaching them about physics say about teaching them about physics say about teaching them about physics I'm sorry about that but remember I'm sorry about that but remember I'm sorry about that but remember remember the tagline for the original remember the tagline for the original remember the tagline for the original alien movie was in space no one can hear alien movie was in space no one can hear alien movie was in space no one can hear you scream that's correct so two oh you you scream that's correct so two oh you you scream that's correct so two oh you know there's also no speed of sound in know there's also no speed of sound in know there's also no speed of sound in most movies you know you see an most movies you know you see an most movies you know you see an explosion oh yeah way you hear it explosion oh yeah way you hear it explosion oh yeah way you hear it immediately so

immediately so immediately so yeah yeah there is no phys and see yeah yeah there is no phys and see yeah yeah there is no phys and see imagine that you have all these imagine that you have all these imagine that you have all these generative you know like Vision AI generative you know like Vision AI generative you know like Vision AI models being trained on that stuff and models being trained on that stuff and models being trained on that stuff and then you have Jensen getting up on stage then you have Jensen getting up on stage then you have Jensen getting up on stage talking about how they're going to make talking about how they're going to make talking about how they're going to make these physics based uh models you know these physics based uh models you know these physics based uh models you know or whatever the term that he has yeah or whatever the term that he has yeah or whatever the term that he has yeah that was that was big thing G actually that was that was big thing G actually that was that was big thing G actually going back to to to our core iot subject going back to to to our core iot subject going back to to to our core iot subject we're trying to merge physics in in um we're trying to merge physics in in um we're trying to merge physics in in um in in machine learning and that's a in in machine learning and that's a in in machine learning and that's a that's a good point for reality it that's a good point for reality it that's a good point for reality it should be probably very very interesting should be probably very very interesting should be probably very very interesting thing to do well yeah but if you're thing to do well yeah but if you're thing to do well yeah but if you're training your model off of uh Hollywood training your model off of uh Hollywood training your model off of uh Hollywood movies and act yeah oh yeah for sure movies and act yeah oh yeah for sure movies and act yeah oh yeah for sure you're in big trouble oh yeah definitely you're in big trouble oh yeah definitely you're in big trouble oh yeah definitely garbage in garbage out so is the point garbage in garbage out so is the point garbage in garbage out so is the point that's why you know people when people that's why you know people when people that's why you know people when people have hallucination of weird things about have hallucination of weird things about have hallucination of weird things about the Gen say what do you expect it was the Gen say what do you expect it was the Gen say what do you expect it was train train train on all right well that brings up the on all right well that brings up the on all right well that brings up the point as we move forward we've talked point as we move forward we've talked point as we move forward we've talked about how in the future more and more about how in the future more and more about how in the future more and more models might be trained on synthetic models might be trained on synthetic models might be trained on synthetic data that's not real world data it's data that's not real world data it's data that's not real world data it's synthetic data what do you think about synthetic data what do you think about synthetic data what do you think about that hallucination squared yeah it's a that hallucination squared yeah it's a that hallucination squared yeah it's a it's yeah it's a vicious circle I think it's yeah it's a vicious circle I think it's yeah it's a vicious circle I think we call it unless the synthetic data is we call it unless the synthetic data is we call it unless the synthetic data is actually generated by physics or by all actually generated by physics or by all actually generated by physics or by all different things but if we generate that different things but if we generate that different things but if we generate that you know based on what we already have you know based on what we already have you know based on what we already have bad yeah yeah and we know how the bad yeah yeah and we know how the bad yeah yeah and we know how the digital twin has gone for so far right

digital twin has gone for so far right digital twin has gone for so far right so yeah you know I tried to tune in this so yeah you know I tried to tune in this so yeah you know I tried to tune in this morning on my phone to the iot slam morning on my phone to the iot slam morning on my phone to the iot slam event going on right now yeah I was not event going on right now yeah I was not event going on right now yeah I was not able to I wasn't I don't know I just saw able to I wasn't I don't know I just saw able to I wasn't I don't know I just saw briefly a woman who's a I think she's a briefly a woman who's a I think she's a briefly a woman who's a I think she's a doctor and she was talking about using doctor and she was talking about using doctor and she was talking about using digital Twins and Healthcare with digital Twins and Healthcare with digital Twins and Healthcare with patients and stuff like that um um which patients and stuff like that um um which patients and stuff like that um um which is which is cool you know um it was cont is which is cool you know um it was cont is which is cool you know um it was cont yeah but but we I mean the thing is you yeah but but we I mean the thing is you yeah but but we I mean the thing is you know this is a subject close to my heart know this is a subject close to my heart know this is a subject close to my heart and how much people completely and how much people completely and how much people completely misunderstand and abs no freaking clue misunderstand and abs no freaking clue misunderstand and abs no freaking clue what twin is I mean it's just it's just what twin is I mean it's just it's just what twin is I mean it's just it's just a digital representation of a physical a digital representation of a physical a digital representation of a physical thing and you your medical record is a thing and you your medical record is a thing and you your medical record is a digital twin it's a rough one it's digital twin it's a rough one it's digital twin it's a rough one it's inaccurate it's probably not up to date inaccurate it's probably not up to date inaccurate it's probably not up to date but it is that so having at scale this but it is that so having at scale this but it is that so having at scale this concept of having a digital companion concept of having a digital companion concept of having a digital companion that represents all you digitize has that represents all you digitize has that represents all you digitize has obviously an enormous value when it obviously an enormous value when it obviously an enormous value when it comes to healthare yeah and we've been comes to healthare yeah and we've been comes to healthare yeah and we've been doing it we're just not doing it in a doing it we're just not doing it in a doing it we're just not doing it in a cloud on an edge if only if only someone cloud on an edge if only if only someone cloud on an edge if only if only someone would write man if only if only somebody would write man if only if only somebody would write man if only if only somebody would write a Manifesto or something would write a Manifesto or something would write a Manifesto or something about what a digital twin really really about what a digital twin really really about what a digital twin really really is we talked about that we should we we is we talked about that we should we we is we talked about that we should we we never did it we should never did it we should never did it we should thato there you go exactly it'll be just thato there you go exactly it'll be just thato there you go exactly it'll be just like it'll be like Asimov with iroot you like it'll be like Asimov with iroot you like it'll be like Asimov with iroot you know what we should do what we should do know what we should do what we should do know what we should do what we should do is we should do the same thing that the

is we should do the same thing that the is we should do the same thing that the uh what you the the manifesto for the oi uh what you the the manifesto for the oi uh what you the the manifesto for the oi guys did yeah agile Manifesto yeah yeah guys did yeah agile Manifesto yeah yeah guys did yeah agile Manifesto yeah yeah let's book a hotel in the low season in let's book a hotel in the low season in let's book a hotel in the low season in the cheap City you know little sweet the cheap City you know little sweet the cheap City you know little sweet take four or five people and crack it take four or five people and crack it take four or five people and crack it maybe that's a think about it yes or maybe that's a think about it yes or maybe that's a think about it yes or maybe we should fly to Hawaii next week maybe we should fly to Hawaii next week maybe we should fly to Hawaii next week and do it there you guys have be and do it there you guys have be and do it there you guys have be expensive Cs and ey expensive Cs and ey expensive Cs and ey bet yeah oh my gosh no but you're right bet yeah oh my gosh no but you're right bet yeah oh my gosh no but you're right people are fast and loose with what a people are fast and loose with what a people are fast and loose with what a digital twin is I see people say all digital twin is I see people say all digital twin is I see people say all kinds of things and that's how every kinds of things and that's how every kinds of things and that's how every technology is in the early days even technology is in the early days even technology is in the early days even though it doesn't feel that early for though it doesn't feel that early for though it doesn't feel that early for some of us it's the wild west and they some of us it's the wild west and they some of us it's the wild west and they just make stuff up and this is yeah you just make stuff up and this is yeah you just make stuff up and this is yeah you know it's all these artifacts that I know it's all these artifacts that I know it's all these artifacts that I have and all these pieces of paper and have and all these pieces of paper and have and all these pieces of paper and everything that's the digital twin well everything that's the digital twin well everything that's the digital twin well people are still talking about digital people are still talking about digital people are still talking about digital transformation like it's something new transformation like it's something new transformation like it's something new so and then repeating like stuff from 20 so and then repeating like stuff from 20 so and then repeating like stuff from 20 years ago 20 30 years yeah yeah look years ago 20 30 years yeah yeah look years ago 20 30 years yeah yeah look look at bank I guess that's good look at bank I guess that's good look at bank I guess that's good business regurgitating other people's business regurgitating other people's business regurgitating other people's thought leadership how you make money thought leadership how you make money thought leadership how you make money how you make money regurgitate old how you make money regurgitate old how you make money regurgitate old thought leadership with new thought thought leadership with new thought thought leadership with new thought leadership because there's new people leadership because there's new people leadership because there's new people every day on YouTube watching your every day on YouTube watching your every day on YouTube watching your videos yeah is digital transformation videos yeah is digital transformation videos yeah is digital transformation we're going to Industry 5.0 and you have we're going to Industry 5.0 and you have we're going to Industry 5.0 and you have to have this and this and this to have this and this and this to have this and this and this technology oh that I invented by the way technology oh that I invented by the way technology oh that I invented by the way and you have to have it and you have to have it and you have to have it or everything or everything or everything so if you don't have it yeah you know so if you don't have it yeah you know so if you don't have it yeah you know like a whole lot of people are believing

like a whole lot of people are believing like a whole lot of people are believing that this unified name space is somehow that this unified name space is somehow that this unified name space is somehow a critical element in Industry 40 a critical element in Industry 40 a critical element in Industry 40 digital digital digital transformation is transformation is transformation is it I don't it I don't it I don't know there's a portion to it but it's know there's a portion to it but it's know there's a portion to it but it's it's it the focus is definitely not that it's it the focus is definitely not that it's it the focus is definitely not that I mean it's it's a it we're talking I mean it's it's a it we're talking I mean it's it's a it we're talking about about manufacturing automation about about manufacturing automation about about manufacturing automation whereas digital transformation in a in a whereas digital transformation in a in a whereas digital transformation in a in a company is is a lot broader around company is is a lot broader around company is is a lot broader around integrating backend systems and integrating backend systems and integrating backend systems and providing digital experiences to both providing digital experiences to both providing digital experiences to both internal and external users but I think internal and external users but I think internal and external users but I think the industry 4.0 is really you know data the industry 4.0 is really you know data the industry 4.0 is really you know data how do I get value out of my data better how do I get value out of my data better how do I get value out of my data better than I'm doing in the old days where I'm than I'm doing in the old days where I'm than I'm doing in the old days where I'm looking at a screen I want to automate looking at a screen I want to automate looking at a screen I want to automate that I want to make sure that the system that I want to make sure that the system that I want to make sure that the system can tell me what I need to do I want to can tell me what I need to do I want to can tell me what I need to do I want to get real decision that that I don't have get real decision that that I don't have get real decision that that I don't have to have a person that is looking at a to have a person that is looking at a to have a person that is looking at a HMI screen and a trend and then oh I HMI screen and a trend and then oh I HMI screen and a trend and then oh I gotta do something data but you know gotta do something data but you know gotta do something data but you know there's the data I can see it pipe but there's the data I can see it pipe but there's the data I can see it pipe but you know very well Yan that the the if you know very well Yan that the the if you know very well Yan that the the if you look at when the the Europe created you look at when the the Europe created you look at when the the Europe created the what's called Asset Management Shell the what's called Asset Management Shell the what's called Asset Management Shell or whatever it's what it is right the or whatever it's what it is right the or whatever it's what it is right the sole purpose was just to make sure that sole purpose was just to make sure that sole purpose was just to make sure that everything really to a specific asset everything really to a specific asset everything really to a specific asset was in a digital was in a digital was in a digital form because we we're still not there form because we we're still not there form because we we're still not there there's still some paper and some books there's still some paper and some books there's still some paper and some books and some stuff and you cannot see okay and some stuff and you cannot see okay and some stuff and you cannot see okay that thing I have everything from

that thing I have everything from that thing I have everything from inception idea down to the commission on inception idea down to the commission on inception idea down to the commission on a a a digital form isn't there yet so so and digital form isn't there yet so so and digital form isn't there yet so so and that's not a digital transformation that that's not a digital transformation that that's not a digital transformation that just so it's a again a lot of very hype just so it's a again a lot of very hype just so it's a again a lot of very hype and but I agree with you and this is why and but I agree with you and this is why and but I agree with you and this is why actually you can I believe see the best actually you can I believe see the best actually you can I believe see the best example in Industries which are example in Industries which are example in Industries which are reasonably new or Industries where you reasonably new or Industries where you reasonably new or Industries where you have a lot of optimization possible so have a lot of optimization possible so have a lot of optimization possible so oil and gas very established but you can oil and gas very established but you can oil and gas very established but you can still still extremely important you can still still extremely important you can still still extremely important you can optimize and then you know new electric optimize and then you know new electric optimize and then you know new electric cars start from scratch then it's fully cars start from scratch then it's fully cars start from scratch then it's fully digital y exactly exactly in the middle digital y exactly exactly in the middle digital y exactly exactly in the middle it's kind of digital transform it's like it's kind of digital transform it's like it's kind of digital transform it's like digital transformation is in Banks okay digital transformation is in Banks okay digital transformation is in Banks okay it's putting a react website in front of it's putting a react website in front of it's putting a react website in front of a main frame I don't call that a digital a main frame I don't call that a digital a main frame I don't call that a digital transform transform transform I'm S I call that you know digital user I'm S I call that you know digital user I'm S I call that you know digital user experience yes but there's no experience yes but there's no experience yes but there's no transformation it still run in Cobalt on transformation it still run in Cobalt on transformation it still run in Cobalt on the main frame you're so evil you just the main frame you're so evil you just the main frame you're so evil you just won't let these people have that moment won't let these people have that moment won't let these people have that moment of we did it of we did it of we did it we you know you're a soul Crusher you're we you know you're a soul Crusher you're we you know you're a soul Crusher you're a soul Crusher to beated you suck the a soul Crusher to beated you suck the a soul Crusher to beated you suck the life out of those people yeah oh one life out of those people yeah oh one life out of those people yeah oh one real quick thing about the real quick thing about the real quick thing about the WWDC crap um I was I I thought um Apple WWDC crap um I was I I thought um Apple WWDC crap um I was I I thought um Apple did a really weak job of talking about did a really weak job of talking about did a really weak job of talking about reliable AI um and so that's it's going reliable AI um and so that's it's going reliable AI um and so that's it's going to be a big question mark I mean you to be a big question mark I mean you to be a big question mark I mean you can't give Apple a pass I mean this can't give Apple a pass I mean this can't give Apple a pass I mean this generative AI stuff has problems and you

generative AI stuff has problems and you generative AI stuff has problems and you always have to provide tools and stuff always have to provide tools and stuff always have to provide tools and stuff like that uh or at least help developers like that uh or at least help developers like that uh or at least help developers understand how to uh manage the risk and understand how to uh manage the risk and understand how to uh manage the risk and you know I think Microsoft and Google you know I think Microsoft and Google you know I think Microsoft and Google actually talked about it whereas Apple actually talked about it whereas Apple actually talked about it whereas Apple didn't so didn't so didn't so um any just want to put that out there um any just want to put that out there um any just want to put that out there privacy all privacy it was all privacy privacy all privacy it was all privacy privacy all privacy it was all privacy but there's more to this than privacy it but there's more to this than privacy it but there's more to this than privacy it also has to be reliable one of the also has to be reliable one of the also has to be reliable one of the things Apple did that you didn't see things Apple did that you didn't see things Apple did that you didn't see Microsoft do for instance is is how Microsoft do for instance is is how Microsoft do for instance is is how Apple showed the AI was embedded in Apple showed the AI was embedded in Apple showed the AI was embedded in every last thing they make even their every last thing they make even their every last thing they make even their Office Products that five people Office Products that five people Office Products that five people use they had it whatever they call their use they had it whatever they call their use they had it whatever they call their docs right keynote whatever it was in docs right keynote whatever it was in docs right keynote whatever it was in their email client I mean it was their email client I mean it was their email client I mean it was embedded in every product they make embedded in every product they make embedded in every product they make actually how we often talk about how actually how we often talk about how actually how we often talk about how we've already offloaded half of our we've already offloaded half of our we've already offloaded half of our brains onto our smartphones with this brains onto our smartphones with this brains onto our smartphones with this new Apple technology the other half will new Apple technology the other half will new Apple technology the other half will be offloaded as well and you can be a be offloaded as well and you can be a be offloaded as well and you can be a dumb caveman I mean they said there're dumb caveman I mean they said there're dumb caveman I mean they said there're doing the demos of of doing an email and doing the demos of of doing an email and doing the demos of of doing an email and they're like oh let's rewrite that oh they're like oh let's rewrite that oh they're like oh let's rewrite that oh that sounds a lot better and then like that sounds a lot better and then like that sounds a lot better and then like the popup deals like I want this to the popup deals like I want this to the popup deals like I want this to sound professional or concerned or sound professional or concerned or sound professional or concerned or playful or whatever and it's like I'm playful or whatever and it's like I'm playful or whatever and it's like I'm dumb Caveman dumb Caveman dumb Caveman with but I have an with but I have an with but I have an iPhone so but pretty soon you won't have

iPhone so but pretty soon you won't have iPhone so but pretty soon you won't have to have any brain cells at all and you to have any brain cells at all and you to have any brain cells at all and you won't because we've already seen what's won't because we've already seen what's won't because we've already seen what's happening happening happening ocy the the metrix is coming the ocy the the metrix is coming the ocy the the metrix is coming the machine's going to revolt you're going machine's going to revolt you're going machine's going to revolt you're going to try to log in the morning on your APC to try to log in the morning on your APC to try to log in the morning on your APC she's going to say you're too dumb go she's going to say you're too dumb go she's going to say you're too dumb go away yeah no I mean you're very you're away yeah no I mean you're very you're away yeah no I mean you're very you're very right you know I mean it's it's a very right you know I mean it's it's a very right you know I mean it's it's a real thing you know I've said it before real thing you know I've said it before real thing you know I've said it before my memory sucks I don't I don't haven't my memory sucks I don't I don't haven't my memory sucks I don't I don't haven't memorized no one's uh phone numbers memorized no one's uh phone numbers memorized no one's uh phone numbers phone phone number except for mine you phone phone number except for mine you phone phone number except for mine you know and I forget names it's just know and I forget names it's just know and I forget names it's just horrible it's because my brain has horrible it's because my brain has horrible it's because my brain has turned become lazy you offloaded your turned become lazy you offloaded your turned become lazy you offloaded your brain to your phone to your phone then brain to your phone to your phone then brain to your phone to your phone then you get Dumber you need that direct connection right so you need that direct connection right so that even though you offloaded it's that even though you offloaded it's that even though you offloaded it's still connected to you you need the link still connected to you you need the link still connected to you you need the link yeah neurol link there you go there go yeah neurol link there you go there go yeah neurol link there you go there go so is this like the new system of so is this like the new system of so is this like the new system of control is this how we're going to control is this how we're going to control is this how we're going to subjugate the population is with the subjugate the population is with the subjugate the population is with the everything you'll be totally offloaded everything you'll be totally offloaded everything you'll be totally offloaded and you'll just be pretty much Remote Link you saw the be pretty much Remote Link you saw the Apple's Remote Link so we don't even Apple's Remote Link so we don't even Apple's Remote Link so we don't even need to be connected to it it's just need to be connected to it it's just need to be connected to it it's just there you go and they even mentioned there you go and they even mentioned there you go and they even mentioned some kind of magic wand or something a some kind of magic wand or something a some kind of magic wand or something a wand during the deal and I was like they wand during the deal and I was like they wand during the deal and I was like they brought Harry Potter into this too so brought Harry Potter into this too so brought Harry Potter into this too so I'm like okay Harry Potter whatever oh I'm like okay Harry Potter whatever oh I'm like okay Harry Potter whatever oh my God that is too hilarious all right my God that is too hilarious all right my God that is too hilarious all right it looks like we are now at one minute

it looks like we are now at one minute it looks like we are now at one minute almost two minutes after an hour yeah almost two minutes after an hour yeah almost two minutes after an hour yeah course you know the the first few course you know the the first few course you know the the first few minutes was just a bunch of junk you minutes was just a bunch of junk you minutes was just a bunch of junk you know I don't even know what we were know I don't even know what we were know I don't even know what we were talking about so yeah glad I wasn't talking about so yeah glad I wasn't talking about so yeah glad I wasn't there yeah we're like looking at each there yeah we're like looking at each there yeah we're like looking at each other like I don't know what we're doing other like I don't know what we're doing other like I don't know what we're doing here and so but luckily our producer here and so but luckily our producer here and so but luckily our producer will our editor and producer will edit will our editor and producer will edit will our editor and producer will edit out a lot of that stuff like they always out a lot of that stuff like they always out a lot of that stuff like they always does you does you does you know I mean if you don't if you know know I mean if you don't if you know know I mean if you don't if you know anything about coffee talk everything's anything about coffee talk everything's anything about coffee talk everything's getting fixed and post so every you know getting fixed and post so every you know getting fixed and post so every you know big time Big Time Yeah B the sarcasm yes big time Big Time Yeah B the sarcasm yes big time Big Time Yeah B the sarcasm yes no who's going to take us out I think to no who's going to take us out I think to no who's going to take us out I think to meet I think Demitri is gonna take us meet I think Demitri is gonna take us meet I think Demitri is gonna take us out I think it's his turn it's time for out I think it's his turn it's time for out I think it's his turn it's time for Demetri to take us out alien Crossing Demetri to take us out alien Crossing Demetri to take us out alien Crossing yeah okay guys well I think this this yeah okay guys well I think this this yeah okay guys well I think this this was probably the um I think the AI was probably the um I think the AI was probably the um I think the AI episode in the in the light of the W WDC episode in the in the light of the W WDC episode in the in the light of the W WDC announcements so uh again I think I announcements so uh again I think I announcements so uh again I think I think we forgot the disclaimer so please think we forgot the disclaimer so please think we forgot the disclaimer so please do not make any decision whatsoever on do not make any decision whatsoever on do not make any decision whatsoever on what you heard this morning we're just what you heard this morning we're just what you heard this morning we're just having a lot of fun here uploading the having a lot of fun here uploading the having a lot of fun here uploading the risk risk risk totally totally exactly to you not doing totally totally exactly to you not doing totally totally exactly to you not doing anything like that now remember we do anything like that now remember we do anything like that now remember we do that for the purpose of you know that for the purpose of you know that for the purpose of you know stimulating your mind and we hope stimulating your mind and we hope stimulating your mind and we hope education and remember education is education and remember education is education and remember education is extremely important and need to start extremely important and need to start extremely important and need to start when you are when we are young this is when you are when we are young this is when you are when we are young this is why we are supporting Elevate our kids why we are supporting Elevate our kids why we are supporting Elevate our kids so go to eleate our kids.org so you can

so go to eleate our kids.org so you can so go to eleate our kids.org so you can contribute this great charity and we contribute this great charity and we contribute this great charity and we give computing power to the one that give computing power to the one that give computing power to the one that need it so don't have it because it is a need it so don't have it because it is a need it so don't have it because it is a digital space it is a digital world we digital space it is a digital world we digital space it is a digital world we said bad things about digital which I'm said bad things about digital which I'm said bad things about digital which I'm the first one to say it is important our the first one to say it is important our the first one to say it is important our kids so it's been a great episode and uh kids so it's been a great episode and uh kids so it's been a great episode and uh guys thank you so much and we'll see you guys thank you so much and we'll see you guys thank you so much and we'll see you on the next on the next on the next one adios everybody yeah see you guys