IoT Coffee Talk: Episode 164 - It's All About Semiconductors (Live from SEMICON West 2023)

all right congratulations dude that's all right congratulations dude that's awesome yeah awesome that was yeah very awesome yeah awesome that was yeah very awesome yeah awesome that was yeah very very cool I love it very cool I love it very cool I love it but Leonard I assume you don't have an but Leonard I assume you don't have an but Leonard I assume you don't have an electric guitar with you on site electric guitar with you on site electric guitar with you on site [Music] [Music] [Music] something's happening here something's happening here something's happening here I love it wow what it is in exactly clear what it is in exactly clear [Applause] [Applause] [Applause] he's a man you have to turn off that he's a man you have to turn off that he's a man you have to turn off that noise right now noise right now noise right now that's a great way to start the show that's a great way to start the show that's a great way to start the show there I like that you know make remind there I like that you know make remind there I like that you know make remind everybody this is a boomer Tech show exactly exactly I'll be representing you by the way I'll be representing you by the way I'll be representing you by the way right that's right outstanding beautiful right that's right outstanding beautiful right that's right outstanding beautiful shirt love that well done basketball man shirt love that well done basketball man shirt love that well done basketball man that's great yeah yeah it was uh it was that's great yeah yeah it was uh it was that's great yeah yeah it was uh it was it was a tough 20 teams you know we had it was a tough 20 teams you know we had it was a tough 20 teams you know we had uh two games a day Saturday Sunday uh two games a day Saturday Sunday uh two games a day Saturday Sunday Monday yesterday and got to the bronze Monday yesterday and got to the bronze Monday yesterday and got to the bronze medal game we got our butts kicked by medal game we got our butts kicked by medal game we got our butts kicked by the top team oh really oh my God yeah I the top team oh really oh my God yeah I the top team oh really oh my God yeah I mean mean mean you know you know you know yeah I yeah I yeah I was shocked we got out of there with a was shocked we got out of there with a was shocked we got out of there with a bronze but I'll take it bronze but I'll take it bronze but I'll take it he just didn't expect the other team to he just didn't expect the other team to he just didn't expect the other team to have Shaq playing for him oh I mean yeah have Shaq playing for him oh I mean yeah have Shaq playing for him oh I mean yeah we're six seven six six six five and

we're six seven six six six five and we're six seven six six six five and then me so I mean that's a pretty I mean then me so I mean that's a pretty I mean then me so I mean that's a pretty I mean it's a pretty tall team but man these it's a pretty tall team but man these it's a pretty tall team but man these guys were guys were guys were athletic but oh well athletic but oh well athletic but oh well oh well you got to keep playing that's oh well you got to keep playing that's oh well you got to keep playing that's the name of the game dude I love it yeah the name of the game dude I love it yeah the name of the game dude I love it yeah awesome it's the only thing that's good awesome it's the only thing that's good awesome it's the only thing that's good this week excuse me what was that what was that what day is it where's Leonard this week what day is it where's Leonard this week what day is it where's Leonard this week oh I'm in your city dude or no what used oh I'm in your city dude or no what used oh I'm in your city dude or no what used to be your city yeah that's what I'm to be your city yeah that's what I'm to be your city yeah that's what I'm asking like the second I leave you start asking like the second I leave you start asking like the second I leave you start going to shows there every other week I going to shows there every other week I going to shows there every other week I know it's kind of ridiculous right yeah know it's kind of ridiculous right yeah know it's kind of ridiculous right yeah I'm at semicon West I'm at semicon West I'm at semicon West which is the big um you know a which is the big um you know a which is the big um you know a semiconductor semiconductor semiconductor Industry Show and you know with all the Industry Show and you know with all the Industry Show and you know with all the build out happening with Fabs this this build out happening with Fabs this this build out happening with Fabs this this convention is all about convention is all about convention is all about um you know vendors and folks that uh um you know vendors and folks that uh um you know vendors and folks that uh are gonna help Supply the build out of are gonna help Supply the build out of are gonna help Supply the build out of these Fabs and then right across the these Fabs and then right across the these Fabs and then right across the street street street uh there is a um what's called a design uh there is a um what's called a design uh there is a um what's called a design automation conference which just automation conference which just automation conference which just celebrated its 60th birthday so for all celebrated its 60th birthday so for all celebrated its 60th birthday so for all those of you who think that chips are those of you who think that chips are those of you who think that chips are new they've been around for a long time new they've been around for a long time new they've been around for a long time and all the equipment and the tech that and all the equipment and the tech that and all the equipment and the tech that goes into actually designing and fabbing goes into actually designing and fabbing goes into actually designing and fabbing I I mean it's just an incredible I I mean it's just an incredible I I mean it's just an incredible incredible

incredible incredible um industry right so much complexity so um industry right so much complexity so um industry right so much complexity so much stuff that goes into it and it's much stuff that goes into it and it's much stuff that goes into it and it's all here all here all here um this week in San Francisco wow big um this week in San Francisco wow big um this week in San Francisco wow big conference 25 000 people which kind of conference 25 000 people which kind of conference 25 000 people which kind of surprised me because I didn't think that surprised me because I didn't think that surprised me because I didn't think that there's that many people in the industry there's that many people in the industry there's that many people in the industry you know what I'm saying you know what I'm saying you know what I'm saying um but man um but man um but man there's probably a bunch of startup there's probably a bunch of startup there's probably a bunch of startup Founders there searching for gpus laying Founders there searching for gpus laying Founders there searching for gpus laying around around around because I heard it I heard it's Slim because I heard it I heard it's Slim because I heard it I heard it's Slim Pickens finding some spare gpus these Pickens finding some spare gpus these Pickens finding some spare gpus these days yeah they're trying to peel them days yeah they're trying to peel them days yeah they're trying to peel them from the the exhibitions you know from the the exhibitions you know from the the exhibitions you know has an extra or a straight GPU laying has an extra or a straight GPU laying has an extra or a straight GPU laying around in the display they're gonna try around in the display they're gonna try around in the display they're gonna try to they're gonna they're gonna try to to they're gonna they're gonna try to to they're gonna they're gonna try to take it exactly this is the you know I take it exactly this is the you know I take it exactly this is the you know I you know I came here thinking okay all you know I came here thinking okay all you know I came here thinking okay all the stuff is gonna be way over my head the stuff is gonna be way over my head the stuff is gonna be way over my head but I'm actually having some really good but I'm actually having some really good but I'm actually having some really good discussions here you know lots of talk discussions here you know lots of talk discussions here you know lots of talk about about about um you know where chip architectures are um you know where chip architectures are um you know where chip architectures are going uh what's influencing it both from going uh what's influencing it both from going uh what's influencing it both from a market perspective but also like a market perspective but also like a market perspective but also like technologically technologically technologically um what are those advancements that are um what are those advancements that are um what are those advancements that are you know shaping you know shaping you know shaping um the way that designers and um the way that designers and um the way that designers and manufacturers are collectively evolving manufacturers are collectively evolving manufacturers are collectively evolving uh chip architectures and so I mean this uh chip architectures and so I mean this uh chip architectures and so I mean this is like all the way down I mean most of is like all the way down I mean most of is like all the way down I mean most of the stuff man goes way over my head the stuff man goes way over my head the stuff man goes way over my head because you have to be like a PhD in because you have to be like a PhD in because you have to be like a PhD in electrical engineering to to Really

electrical engineering to to Really electrical engineering to to Really grasp everything but you know some guy grasp everything but you know some guy grasp everything but you know some guy you know I try to explain what I do and you know I try to explain what I do and you know I try to explain what I do and he goes wow and he goes why do you do he goes wow and he goes why do you do he goes wow and he goes why do you do what you do it's like I'm curious and he what you do it's like I'm curious and he what you do it's like I'm curious and he goes well you know curiosity killed the goes well you know curiosity killed the goes well you know curiosity killed the cat and I said well not really curiosity cat and I said well not really curiosity cat and I said well not really curiosity made the cat more experienced more made the cat more experienced more made the cat more experienced more knowledgeable and you and I you might knowledgeable and you and I you might knowledgeable and you and I you might have one life with cat has nine have one life with cat has nine have one life with cat has nine well there you go curiosity killed the well there you go curiosity killed the well there you go curiosity killed the cat but satisfaction brought him back I just I I mean personally I mean I I I just I I mean personally I mean I I woke up and I chose violence I would woke up and I chose violence I would woke up and I chose violence I would have punched the guy in the mouth yeah oh he was a cool guy he's just okay he oh he was a cool guy he's just okay he he's never encountered anybody who you he's never encountered anybody who you he's never encountered anybody who you know just uh know just uh know just uh covers as much stuff that as I do looks covers as much stuff that as I do looks covers as much stuff that as I do looks into as many things that I do to the into as many things that I do to the into as many things that I do to the degree that I do so that was his comment degree that I do so that was his comment degree that I do so that was his comment and you know it's just something that and you know it's just something that and you know it's just something that rolled out of his um mouth as a joke but rolled out of his um mouth as a joke but rolled out of his um mouth as a joke but that was my comeback and Leonard in this that was my comeback and Leonard in this that was my comeback and Leonard in this and have you have you noticed and I've and have you have you noticed and I've and have you have you noticed and I've never I mean I've only been to like two never I mean I've only been to like two never I mean I've only been to like two uh semiconductor conferences yeah ever uh semiconductor conferences yeah ever uh semiconductor conferences yeah ever so I don't have the uh the the data set so I don't have the uh the the data set so I don't have the uh the the data set but have you are there any construction but have you are there any construction but have you are there any construction companies showing up and the reason I companies showing up and the reason I companies showing up and the reason I ask is because yes there's all this you ask is because yes there's all this you ask is because yes there's all this you know like soldiers know like soldiers know like soldiers iot like one of the Halls it's all iot iot like one of the Halls it's all iot iot like one of the Halls it's all iot dude it's like going to iot Convention

dude it's like going to iot Convention dude it's like going to iot Convention you know smart building sensing I mean you know smart building sensing I mean you know smart building sensing I mean you know people I I have to realize how you know people I I have to realize how you know people I I have to realize how much stuff goes into a Fab and like much stuff goes into a Fab and like much stuff goes into a Fab and like sensors uh connectivity I mean they're sensors uh connectivity I mean they're sensors uh connectivity I mean they're using I mean they're using bacnet modbus using I mean they're using bacnet modbus using I mean they're using bacnet modbus all the stuff that we talk about it's all the stuff that we talk about it's all the stuff that we talk about it's it's in a it's in a Fab you know and um it's in a it's in a Fab you know and um it's in a it's in a Fab you know and um you know think about all the equipment you know think about all the equipment you know think about all the equipment that has to be uh connected the that has to be uh connected the that has to be uh connected the facilities the facilities themselves are facilities the facilities themselves are facilities the facilities themselves are the I mean people might have heard clean the I mean people might have heard clean the I mean people might have heard clean rooms I mean the entire Fab has to be rooms I mean the entire Fab has to be rooms I mean the entire Fab has to be clean right and so think about all the clean right and so think about all the clean right and so think about all the Technologies the sensors the safety uh Technologies the sensors the safety uh Technologies the sensors the safety uh factors like you know factors like you know factors like you know um gas leaks one of the big challenges um gas leaks one of the big challenges um gas leaks one of the big challenges or risks in a Fab me and they use a lot or risks in a Fab me and they use a lot or risks in a Fab me and they use a lot of toxic substances of toxic substances of toxic substances um dangerous substances and so being um dangerous substances and so being um dangerous substances and so being able to detect those able to detect those able to detect those um it's just like in the oil and gas um it's just like in the oil and gas um it's just like in the oil and gas industry right where you have to have industry right where you have to have industry right where you have to have those types of detectors and and such to those types of detectors and and such to those types of detectors and and such to to ensure safety on rigs you're seeing to ensure safety on rigs you're seeing to ensure safety on rigs you're seeing something at probably the nth degree in something at probably the nth degree in something at probably the nth degree in a Fab and for a lot of other purposes a Fab and for a lot of other purposes a Fab and for a lot of other purposes like um like um like um even in supporting the process so even in supporting the process so even in supporting the process so there's a lot of tech that goes into a there's a lot of tech that goes into a there's a lot of tech that goes into a Fab and it's a lot of it's here Fab and it's a lot of it's here Fab and it's a lot of it's here that's great so yeah it's applied so that's great so yeah it's applied so that's great so yeah it's applied so when you post the 800 pound gorilla when you post the 800 pound gorilla when you post the 800 pound gorilla there there there no lamp research I thought but you know

no lamp research I thought but you know no lamp research I thought but you know they were one of the whatever diamond or they were one of the whatever diamond or they were one of the whatever diamond or platinum sponsors but lamb research so platinum sponsors but lamb research so platinum sponsors but lamb research so let's see right over there let's see right over there let's see right over there my research my research my research and uh Tim Archer who's the CEO gave a and uh Tim Archer who's the CEO gave a and uh Tim Archer who's the CEO gave a really cool presentation yesterday I really cool presentation yesterday I really cool presentation yesterday I mean usually Keynotes I'm like oh my God mean usually Keynotes I'm like oh my God mean usually Keynotes I'm like oh my God here we go again but he actually gave a here we go again but he actually gave a here we go again but he actually gave a really good one and he probably really good one and he probably really good one and he probably presented the most compelling case for presented the most compelling case for presented the most compelling case for digital digital twin I've heard it digital digital twin I've heard it digital digital twin I've heard it almost ever I mean you know almost ever I mean you know almost ever I mean you know um and these guys are the I mean this um and these guys are the I mean this um and these guys are the I mean this industry is the one that can really industry is the one that can really industry is the one that can really really benefit from it and probably has really benefit from it and probably has really benefit from it and probably has the dinero and funding now for the the dinero and funding now for the the dinero and funding now for the government to actually use it to any government to actually use it to any government to actually use it to any degree of of value and comprehensiveness degree of of value and comprehensiveness degree of of value and comprehensiveness right so you know um bill I mean you right so you know um bill I mean you right so you know um bill I mean you always bring you always bring up how always bring you always bring up how always bring you always bring up how difficult it is to implement a digital difficult it is to implement a digital difficult it is to implement a digital you know a good digital twin you know a good digital twin you know a good digital twin and and the data aspect of it you know and and the data aspect of it you know and and the data aspect of it you know these guys they have a lot of data these guys they have a lot of data these guys they have a lot of data um they have the capital to spend to um they have the capital to spend to um they have the capital to spend to um build out these um build out these um build out these um you know Digital support systems if um you know Digital support systems if um you know Digital support systems if you will you will you will um to automate processes and also uh um to automate processes and also uh um to automate processes and also uh help in monitoring I mean there's all I help in monitoring I mean there's all I help in monitoring I mean there's all I mean there's all kinds of stuff that mean there's all kinds of stuff that mean there's all kinds of stuff that these guys are doing and so it's kind of these guys are doing and so it's kind of these guys are doing and so it's kind of cool to you know come here and start cool to you know come here and start cool to you know come here and start connecting dots you know what I'm saying connecting dots you know what I'm saying connecting dots you know what I'm saying and that's why I think that's the and that's why I think that's the and that's why I think that's the coolest part that's the coolest part coolest part that's the coolest part coolest part that's the coolest part about what you do though I think I think about what you do though I think I think about what you do though I think I think you you extend well above and beyond any

you you extend well above and beyond any you you extend well above and beyond any one of us here one of us here one of us here um right now with with respect to um right now with with respect to um right now with with respect to actually being out there and literally actually being out there and literally actually being out there and literally engaging in that in that space engaging in that in that space engaging in that in that space um so I I think that I think that's um so I I think that I think that's um so I I think that I think that's colon and and what you're from if I just colon and and what you're from if I just colon and and what you're from if I just take a note from what you're saying take a note from what you're saying take a note from what you're saying there this whole talk about again there this whole talk about again there this whole talk about again taglines and Industrial Revolution and taglines and Industrial Revolution and taglines and Industrial Revolution and all of these other things this stuff has all of these other things this stuff has all of these other things this stuff has been going on consistently regularly and been going on consistently regularly and been going on consistently regularly and and for an awful long time as far as the and for an awful long time as far as the and for an awful long time as far as the Silicon industry goes oh yeah yeah I Silicon industry goes oh yeah yeah I Silicon industry goes oh yeah yeah I mean it and it's like oil and gas you mean it and it's like oil and gas you mean it and it's like oil and gas you know people think oh you know it's all know people think oh you know it's all know people think oh you know it's all uh dirty oil and blah blah blah it's uh dirty oil and blah blah blah it's uh dirty oil and blah blah blah it's like no some of these industries have like no some of these industries have like no some of these industries have been in the Forefront of digital been in the Forefront of digital been in the Forefront of digital transformation uh forever right a transformation uh forever right a transformation uh forever right a digital transformation forever and um it digital transformation forever and um it digital transformation forever and um it you know you know you know um it's a lot of the other industries um it's a lot of the other industries um it's a lot of the other industries that uh maybe don't appreciate that as that uh maybe don't appreciate that as that uh maybe don't appreciate that as much you know and uh and that's why like much you know and uh and that's why like much you know and uh and that's why like I think our backgrounds collectively I think our backgrounds collectively I think our backgrounds collectively we're we're there we're we're actually we're we're there we're we're actually we're we're there we're we're actually looking at stuff where iot matters where looking at stuff where iot matters where looking at stuff where iot matters where AI is being applied in a in a way that's AI is being applied in a in a way that's AI is being applied in a in a way that's actually actually actually delivering value to whatever degree that delivering value to whatever degree that delivering value to whatever degree that it can it can it can um and we're we're also have a um and we're we're also have a um and we're we're also have a perspective of why it's so difficult for perspective of why it's so difficult for perspective of why it's so difficult for other other other other other other um um um other conversations around digital other conversations around digital other conversations around digital um why they face so many challenges uh

um why they face so many challenges uh um why they face so many challenges uh because we're we're looking at the because we're we're looking at the because we're we're looking at the ground level stuff that's where ground level stuff that's where ground level stuff that's where everything happens you know and everything happens you know and everything happens you know and um you know the more I think about it um you know the more I think about it um you know the more I think about it it's like this whole freaking data thing it's like this whole freaking data thing it's like this whole freaking data thing is like is like is like ridiculous I was in a supply I was ridiculous I was in a supply I was ridiculous I was in a supply I was watching a supply chain watching a supply chain watching a supply chain um you know panel and they're talking um you know panel and they're talking um you know panel and they're talking about data data data and all I can think about data data data and all I can think about data data data and all I can think about is like dude the data didn't do about is like dude the data didn't do about is like dude the data didn't do [ __ ] for anybody you know during the [ __ ] for anybody you know during the [ __ ] for anybody you know during the pandemic and the Russian war and pandemic and the Russian war and pandemic and the Russian war and everything else all these disruptions everything else all these disruptions everything else all these disruptions there was no data for it there was no data for it there was no data for it there was no AI that could predict any there was no AI that could predict any there was no AI that could predict any of this stuff you know of this stuff you know of this stuff you know um and um it's just um um and um it's just um um and um it's just um you you know you just have to have you you know you just have to have you you know you just have to have visibility and visibility and visibility and so that's the fundamental prerequisite so that's the fundamental prerequisite so that's the fundamental prerequisite right right Rob I mean it's just high right right Rob I mean it's just high right right Rob I mean it's just high visibility and some smart people that visibility and some smart people that visibility and some smart people that can read the signals really fast because can read the signals really fast because can read the signals really fast because people are freaking badass intelligent people are freaking badass intelligent people are freaking badass intelligent it's so good man but it's so good it's so good man but it's so good it's so good man but it's so good because this week we've all been getting because this week we've all been getting because this week we've all been getting bombarded with pictures of you know bombarded with pictures of you know bombarded with pictures of you know Quantum Computing and it we're saved Quantum Computing and it we're saved Quantum Computing and it we're saved we're saved because you know 47 years of we're saved because you know 47 years of we're saved because you know 47 years of computing in five minutes so anyway computing in five minutes so anyway computing in five minutes so anyway that's it that's the future that's the that's it that's the future that's the that's it that's the future that's the future this week you know what you talk future this week you know what you talk future this week you know what you talk about it when you talk about data or about it when you talk about data or about it when you talk about data or whatever predictive stuff or nothing whatever predictive stuff or nothing whatever predictive stuff or nothing helping us during covid helping us during covid helping us during covid I really encourage everybody to listen I really encourage everybody to listen I really encourage everybody to listen to Lex Friedman's podcast interview with to Lex Friedman's podcast interview with to Lex Friedman's podcast interview with Mark Andreessen man that Mark injuries

Mark Andreessen man that Mark injuries Mark Andreessen man that Mark injuries you know I don't think people realize you know I don't think people realize you know I don't think people realize how freaking smart that guy is and he how freaking smart that guy is and he how freaking smart that guy is and he does not hold back on his opinions about does not hold back on his opinions about does not hold back on his opinions about things he's just and so he talked about things he's just and so he talked about things he's just and so he talked about all the modeling all the machine all the modeling all the machine all the modeling all the machine learning modeling all the stuff during learning modeling all the stuff during learning modeling all the stuff during covet and he goes yep they were all covet and he goes yep they were all covet and he goes yep they were all wrong in fact it was worse than wrong it wrong in fact it was worse than wrong it wrong in fact it was worse than wrong it was counter productive was counter productive was counter productive um he's like he goes yeah you know um he's like he goes yeah you know um he's like he goes yeah you know remember the beginning they said remember the beginning they said remember the beginning they said whatever the the modeling that whatever whatever the the modeling that whatever whatever the the modeling that whatever London School of whoever economics or London School of whoever economics or London School of whoever economics or whatever had was the gold standard he whatever had was the gold standard he whatever had was the gold standard he goes yeah we you know over at entries in goes yeah we you know over at entries in goes yeah we you know over at entries in Horowitz we sent all that code to one of Horowitz we sent all that code to one of Horowitz we sent all that code to one of our portfolio companies it was just a our portfolio companies it was just a our portfolio companies it was just a bunch of spaghetti code crap he goes bunch of spaghetti code crap he goes bunch of spaghetti code crap he goes these people don't know what they're these people don't know what they're these people don't know what they're doing it I really you should listen to doing it I really you should listen to doing it I really you should listen to it man it is it's it's crazy it man it is it's it's crazy it man it is it's it's crazy um you know we spent so much time um you know we spent so much time um you know we spent so much time talking about there you go modeling and talking about there you go modeling and talking about there you go modeling and everything like that he he talks about everything like that he he talks about everything like that he he talks about the so-called scientists he he thinks the so-called scientists he he thinks the so-called scientists he he thinks machine learning modeling really can't machine learning modeling really can't machine learning modeling really can't even be considered science at all he's even be considered science at all he's even be considered science at all he's like you know it's just probabilistic like you know it's just probabilistic like you know it's just probabilistic yeah just he goes it's not deterministic yeah just he goes it's not deterministic yeah just he goes it's not deterministic it's just probableistic and those are it's just probableistic and those are it's just probableistic and those are huge differences and all that stuff it's just probably and all that stuff it's just probably it's just probably you know the most it's just probably you know the most it's just probably you know the most probable next word is this one it

probable next word is this one it probable next word is this one it doesn't mean it's right it just means doesn't mean it's right it just means doesn't mean it's right it just means based on statistics of a whole lot of based on statistics of a whole lot of based on statistics of a whole lot of people liking things this is probably people liking things this is probably people liking things this is probably what's next but it doesn't mean it's what's next but it doesn't mean it's what's next but it doesn't mean it's smart smart smart but that that's that that's exactly why but that that's that that's exactly why but that that's that that's exactly why Sam Altman said Sam Altman said Sam Altman said eight months ago what he said and it eight months ago what he said and it eight months ago what he said and it still holds true you know what's crazy still holds true you know what's crazy still holds true you know what's crazy is you I come here is you I come here is you I come here and I get into the design materials and and I get into the design materials and and I get into the design materials and you know the advanced packaging you know the advanced packaging you know the advanced packaging conversations conversations conversations man you know when we talk about gen AI with you know when we talk about gen AI with Engineers guys who actually build the Engineers guys who actually build the Engineers guys who actually build the chips were designed the chips and chips were designed the chips and chips were designed the chips and know what kind of know what kind of know what kind of um constraints that uh you know the um constraints that uh you know the um constraints that uh you know the layers above are going to face one of layers above are going to face one of layers above are going to face one of the things that comes out all the time the things that comes out all the time the things that comes out all the time are thermals and how inefficient large are thermals and how inefficient large are thermals and how inefficient large learning models are for doing things and learning models are for doing things and learning models are for doing things and the tremendous amount of energy to the tremendous amount of energy to the tremendous amount of energy to generate generate one token sound generate generate one token sound generate generate one token sound familiar yeah yeah familiar yeah yeah familiar yeah yeah sounds like blockchain to me sounds like blockchain to me sounds like blockchain to me [Laughter] [Laughter] [Laughter] yeah so where did this where does this yeah so where did this where does this yeah so where did this where does this all end I mean at the end of the day all end I mean at the end of the day all end I mean at the end of the day you're going to have the same dynamic or you're going to have the same dynamic or you're going to have the same dynamic or challenge that crypto had which is where challenge that crypto had which is where challenge that crypto had which is where do we find real economic value how do we do we find real economic value how do we do we find real economic value how do we enable real currency and a lot of the enable real currency and a lot of the enable real currency and a lot of the early early early um opinings and thinkings about how um opinings and thinkings about how um opinings and thinkings about how revolutionary blockchain and crypto revolutionary blockchain and crypto revolutionary blockchain and crypto would be all ended up being false right

would be all ended up being false right would be all ended up being false right just way overdone and I think gen AI is just way overdone and I think gen AI is just way overdone and I think gen AI is going to have the same problem because going to have the same problem because going to have the same problem because you know a lot of people are I get a lot you know a lot of people are I get a lot you know a lot of people are I get a lot of folks oh dude you know you haven't of folks oh dude you know you haven't of folks oh dude you know you haven't really tried it I was like dude you really tried it I was like dude you really tried it I was like dude you haven't looked at the technology from haven't looked at the technology from haven't looked at the technology from Silicon all the way up I don't know many Silicon all the way up I don't know many Silicon all the way up I don't know many people who have you know and people who have you know and people who have you know and you don't see the whole picture you don't see the whole picture you don't see the whole picture it you have to understand the it you have to understand the it you have to understand the limitations of Technology before you can limitations of Technology before you can limitations of Technology before you can have a clear view on what its actual have a clear view on what its actual have a clear view on what its actual potential is and so you know the thing potential is and so you know the thing potential is and so you know the thing is is that to generate the next token it is is that to generate the next token it is is that to generate the next token it takes tremendous amount of energy lots takes tremendous amount of energy lots takes tremendous amount of energy lots of memory bandwidth and a lot of of memory bandwidth and a lot of of memory bandwidth and a lot of transfer of huge amounts of data from transfer of huge amounts of data from transfer of huge amounts of data from memory to processor memory to processor memory to processor in parallel in parallel in parallel and the interconnects that you need to and the interconnects that you need to and the interconnects that you need to make this stuff happen efficiently is make this stuff happen efficiently is make this stuff happen efficiently is just mind-boggling so at the end of the just mind-boggling so at the end of the just mind-boggling so at the end of the day some of the innovations that happen day some of the innovations that happen day some of the innovations that happen on the Silicon level are probably going on the Silicon level are probably going on the Silicon level are probably going to make other types of applications to make other types of applications to make other types of applications better right we'll be able to process better right we'll be able to process better right we'll be able to process and pro maybe you know they'll be and pro maybe you know they'll be and pro maybe you know they'll be they'll be GPU 2.0 and somebody will they'll be GPU 2.0 and somebody will they'll be GPU 2.0 and somebody will observe observe observe usurp actually Nvidia they'll come up usurp actually Nvidia they'll come up usurp actually Nvidia they'll come up with some an architecture is better than with some an architecture is better than with some an architecture is better than anything Nvidia has that's the real risk anything Nvidia has that's the real risk anything Nvidia has that's the real risk I think for NVIDIA yeah but the I think for NVIDIA yeah but the I think for NVIDIA yeah but the Innovation uh and will drive something Innovation uh and will drive something Innovation uh and will drive something but in terms of the killer application but in terms of the killer application but in terms of the killer application large language models may not be it

large language models may not be it large language models may not be it that's something that no one's talking that's something that no one's talking that's something that no one's talking about but you can only hear it on iot about but you can only hear it on iot about but you can only hear it on iot coffee talk that's right you were asking coffee talk that's right you were asking coffee talk that's right you were asking you're asking you're asking where you you're asking you're asking where you you're asking you're asking where you think it ends I think I know where it is think it ends I think I know where it is think it ends I think I know where it is in fact I think we can create the movie in fact I think we can create the movie in fact I think we can create the movie title right now digital transformation title right now digital transformation title right now digital transformation in-game in-game in-game end game end game end game you know what because obviously there's you know what because obviously there's you know what because obviously there's another view of this whole thing the another view of this whole thing the another view of this whole thing the more digitally transformed you become more digitally transformed you become more digitally transformed you become the more vulnerable you become the more vulnerable you become the more vulnerable you become to attack to attack to attack it's just it's just reality it's just it's just reality it's just it's just reality yeah yeah yeah yeah yeah yeah I mean but are you suggesting are you I mean but are you suggesting are you I mean but are you suggesting are you truly suggesting that that llms and truly suggesting that that llms and truly suggesting that that llms and generative AI generative AI generative AI that the people that are Advocates of it that the people that are Advocates of it that the people that are Advocates of it need to really do their research need to really do their research need to really do their research oh are you are you are you serious oh are you are you are you serious oh are you are you are you serious I mean I mean I I can't look first off I I mean I mean I I can't look first off I I mean I mean I I can't look first off I I still cannot and and by the way we I still cannot and and by the way we I still cannot and and by the way we need to bring up your post on that that need to bring up your post on that that need to bring up your post on that that got like 975 got like 975 got like 975 000 different responses 000 different responses 000 different responses oh my God and and and you know it's it oh my God and and and you know it's it oh my God and and and you know it's it it ranges everywhere from those that are it ranges everywhere from those that are it ranges everywhere from those that are like you're you're bang on to those that like you're you're bang on to those that like you're you're bang on to those that are like you really haven't looked at it are like you really haven't looked at it are like you really haven't looked at it and it's gonna it's useful over here and and it's gonna it's useful over here and and it's gonna it's useful over here and I can't imagine my life without I can't imagine my life without I can't imagine my life without chat GPT or without any of the chat GPT or without any of the chat GPT or without any of the generative AI that that's there and and generative AI that that's there and and generative AI that that's there and and I will come back to the foundational

I will come back to the foundational I will come back to the foundational question that we always ask what problem question that we always ask what problem question that we always ask what problem are you really trying to solve yeah are you really trying to solve yeah are you really trying to solve yeah because don't tell me about a technology because don't tell me about a technology because don't tell me about a technology and then go say well I'm gonna go find a and then go say well I'm gonna go find a and then go say well I'm gonna go find a problem for it to solve because again problem for it to solve because again problem for it to solve because again that is the age-old issue that we've had that is the age-old issue that we've had that is the age-old issue that we've had with the introduction of with the introduction of with the introduction of transformational things that are going transformational things that are going transformational things that are going to happen in in our technology world to happen in in our technology world to happen in in our technology world yeah so I I'm I mean do people do your yeah so I I'm I mean do people do your yeah so I I'm I mean do people do your research yeah take some time to read a research yeah take some time to read a research yeah take some time to read a book read listen to other people that book read listen to other people that book read listen to other people that have different perspectives and then go have different perspectives and then go have different perspectives and then go and and execute and and execute and and execute get your hands on it get your hands on it get your hands on it yeah and you know and there's another yeah and you know and there's another yeah and you know and there's another question dude question dude question dude does the technology make things truly does the technology make things truly does the technology make things truly better better better you know you know you know um for whatever problem you're trying to um for whatever problem you're trying to um for whatever problem you're trying to solve and you know I've had I've spoken solve and you know I've had I've spoken solve and you know I've had I've spoken to some creators who actually have to some creators who actually have to some creators who actually have integrated integrated integrated um you know gen AI tools into their um you know gen AI tools into their um you know gen AI tools into their workflows they don't describe it as workflows they don't describe it as workflows they don't describe it as transformative they say that it does transformative they say that it does transformative they say that it does some very narrow things in their some very narrow things in their some very narrow things in their workflows really cool and it saves them workflows really cool and it saves them workflows really cool and it saves them a lot of time for that step a lot of time for that step a lot of time for that step is it gonna change does it change their is it gonna change does it change their is it gonna change does it change their creativity impact their creativity no it creativity impact their creativity no it creativity impact their creativity no it actually adds maybe a little bit of actually adds maybe a little bit of actually adds maybe a little bit of flexibility but then also they tell me flexibility but then also they tell me flexibility but then also they tell me they spend a lot of time prompting the they spend a lot of time prompting the they spend a lot of time prompting the crap out of this stuff in any original crap out of this stuff in any original crap out of this stuff in any original work work work there is no prompt for that stuff you there is no prompt for that stuff you there is no prompt for that stuff you have to discover it so it's like every have to discover it so it's like every have to discover it so it's like every single time you're going to an infant single time you're going to an infant single time you're going to an infant and trying to teach an infant to come

and trying to teach an infant to come and trying to teach an infant to come back with some sort of constructive back with some sort of constructive back with some sort of constructive output that you can use in your creative output that you can use in your creative output that you can use in your creative process this is not something people process this is not something people process this is not something people have really thought through when I have really thought through when I have really thought through when I listened to the the you know sort of the listened to the the you know sort of the listened to the the you know sort of the gen AI worshipers out there gen AI worshipers out there gen AI worshipers out there they just talk about oh wow it's like a they just talk about oh wow it's like a they just talk about oh wow it's like a person it's like but incorporated into person it's like but incorporated into person it's like but incorporated into your workflow and let's see at the end your workflow and let's see at the end your workflow and let's see at the end of the day does it actually help your of the day does it actually help your of the day does it actually help your productivity does it make things better productivity does it make things better productivity does it make things better worth it and is it really truly worth it and is it really truly worth it and is it really truly transformative where the cost of transformative where the cost of transformative where the cost of generating that next token is worth the generating that next token is worth the generating that next token is worth the little convenience that you actually get little convenience that you actually get little convenience that you actually get out of out of out of using the tool you know so there are using the tool you know so there are using the tool you know so there are going to be okay I want to say there are going to be okay I want to say there are going to be okay I want to say there are some valuable applications no doubt the some valuable applications no doubt the some valuable applications no doubt the question is question is question is how valuable are they and will they how valuable are they and will they how valuable are they and will they allow large language models to be allow large language models to be allow large language models to be sustainable sustainability we're going sustainable sustainability we're going sustainable sustainability we're going to start hearing about it in the next to start hearing about it in the next to start hearing about it in the next two months is going to be the biggest two months is going to be the biggest two months is going to be the biggest topic around topic around topic around llms and gen AI next to uh responsible llms and gen AI next to uh responsible llms and gen AI next to uh responsible AI AI AI I mean I'll say I'll say this right I I I mean I'll say I'll say this right I I I mean I'll say I'll say this right I I and and and we the my team is working on just we the my team is working on just we the my team is working on just beating it up so this is not a comment beating it up so this is not a comment beating it up so this is not a comment that I'm making because I just don't that I'm making because I just don't that I'm making because I just don't like it I'm I'm looking at it from a like it I'm I'm looking at it from a like it I'm I'm looking at it from a technology perspective and I'm literally

technology perspective and I'm literally technology perspective and I'm literally so I said well here's a problem that we so I said well here's a problem that we so I said well here's a problem that we have and this goes back to your digital have and this goes back to your digital have and this goes back to your digital twin piece right every single one if twin piece right every single one if twin piece right every single one if people that say we have a digital twin people that say we have a digital twin people that say we have a digital twin platform and it's Plug and Play get the platform and it's Plug and Play get the platform and it's Plug and Play get the F out of here with that because it is F out of here with that because it is F out of here with that because it is not true every single one needs some not true every single one needs some not true every single one needs some customization not all data is customization not all data is customization not all data is constructed in the same way not all data constructed in the same way not all data constructed in the same way not all data is created equal so the one thing that is created equal so the one thing that is created equal so the one thing that I've I've talked to my team about is I've I've talked to my team about is I've I've talked to my team about is look all right look all right look all right we're gonna go out and we're going to do we're gonna go out and we're going to do we're gonna go out and we're going to do this foundationally there's an ingestion this foundationally there's an ingestion this foundationally there's an ingestion mechanism there's a contextual mechanism mechanism there's a contextual mechanism mechanism there's a contextual mechanism and things of that nature so can we can and things of that nature so can we can and things of that nature so can we can we we we do this in five different areas using do this in five different areas using do this in five different areas using data from five different groups and can data from five different groups and can data from five different groups and can we normalize it to the point that we we normalize it to the point that we we normalize it to the point that we have a template and now I can go and have a template and now I can go and have a template and now I can go and give this to a a developer that doesn't give this to a a developer that doesn't give this to a a developer that doesn't have to really really really truly have to really really really truly have to really really really truly understand how we manage the data and understand how we manage the data and understand how we manage the data and how we deal with the data and and can I how we deal with the data and and can I how we deal with the data and and can I get applications built faster is there get applications built faster is there get applications built faster is there an operational efficiency gain if I use an operational efficiency gain if I use an operational efficiency gain if I use the large language model to templatize the large language model to templatize the large language model to templatize some of the stuff that we're doing some of the stuff that we're doing some of the stuff that we're doing that is what we're trying to do right that is what we're trying to do right that is what we're trying to do right now and I'm saying you know what let's now and I'm saying you know what let's now and I'm saying you know what let's look let's see is it possible look let's see is it possible look let's see is it possible and and if it's not it will toss it and and and if it's not it will toss it and and and if it's not it will toss it and we'll continue doing what we've been we'll continue doing what we've been we'll continue doing what we've been doing doing doing there yeah

there yeah there yeah yeah yeah yeah so uh Rob I was I was uh talking to uh so uh Rob I was I was uh talking to uh so uh Rob I was I was uh talking to uh some clients yesterday and we all some clients yesterday and we all some clients yesterday and we all decided that we are going to enter into decided that we are going to enter into decided that we are going to enter into the class action lawsuit against open AI the class action lawsuit against open AI the class action lawsuit against open AI um and let them try and prove to us that um and let them try and prove to us that um and let them try and prove to us that they didn't steal our [ __ ] yeah really they didn't steal our [ __ ] yeah really they didn't steal our [ __ ] yeah really are you serious good for you oh my God are you serious good for you oh my God are you serious good for you oh my God yeah no hey hey it's Steve are you yeah no hey hey it's Steve are you yeah no hey hey it's Steve are you serious there are two clients I spoke to serious there are two clients I spoke to serious there are two clients I spoke to and we were just saying because and we were just saying because and we were just saying because we think they did that we think they we think they did that we think they we think they did that we think they took ours took stuff took ours took stuff took ours took stuff from our archives and some and from our from our archives and some and from our from our archives and some and from our clients archives and things clients archives and things clients archives and things and we're like going well then maybe we and we're like going well then maybe we and we're like going well then maybe we just joined the class action lawsuit and just joined the class action lawsuit and just joined the class action lawsuit and let them prove to us that they didn't let them prove to us that they didn't let them prove to us that they didn't take it right take it right take it right yeah yeah because it's just screaming it's just because it's just screaming it's just sweeping any and everything it can get sweeping any and everything it can get sweeping any and everything it can get yeah right yeah right yeah right yeah yeah right yeah yeah yeah right yeah yeah yeah right yeah but I mean the idea that they started but I mean the idea that they started but I mean the idea that they started out right off the bat that and this was out right off the bat that and this was out right off the bat that and this was my number one topic for today because I my number one topic for today because I my number one topic for today because I knew eventually I'd get it in but knew eventually I'd get it in but knew eventually I'd get it in but um the idea of um the idea of um the idea of someone finally having the guts to be someone finally having the guts to be someone finally having the guts to be the first one and it's who is it it's

the first one and it's who is it it's the first one and it's who is it it's entertainers yeah you know you know entertainers yeah you know you know entertainers yeah you know you know going with DRM and stuff like that and going with DRM and stuff like that and going with DRM and stuff like that and you know saying okay well you know you know saying okay well you know you know saying okay well you know there's got to be a thing that you took there's got to be a thing that you took there's got to be a thing that you took from us that you know is going to make from us that you know is going to make from us that you know is going to make more jokes or more or whatever right more jokes or more or whatever right more jokes or more or whatever right start out on an entertainment side not start out on an entertainment side not start out on an entertainment side not on what you know from a thing like what on what you know from a thing like what on what you know from a thing like what Bill's talking about with you know from Bill's talking about with you know from Bill's talking about with you know from a technical aspect of it yeah exactly as a technical aspect of it yeah exactly as a technical aspect of it yeah exactly as soon as you mess with Hollywood gets soon as you mess with Hollywood gets soon as you mess with Hollywood gets over I mean but you know you know I mean I mean but you know you know I mean there's there's that whole gobbly [ __ ] there's there's that whole gobbly [ __ ] there's there's that whole gobbly [ __ ] of you know look if if of you know look if if of you know look if if confiscation is nine tenths of confiscation is nine tenths of confiscation is nine tenths of possession possession is nine tenths of possession possession is nine tenths of possession possession is nine tenths of the law if I take it it's mine be hot in Texas be hot in Texas I don't know why that just reminds me I don't know why that just reminds me I don't know why that just reminds me when Eddie Murphy stole a house when Eddie Murphy stole a house when Eddie Murphy stole a house um in uh um in uh um in uh Beverly Hills Cop Beverly Hills Cop oh Beverly Hills Cop Beverly Hills Cop oh Beverly Hills Cop Beverly Hills Cop oh yeah yeah for the first one yeah yeah yeah yeah for the first one yeah yeah yeah yeah for the first one yeah yeah there you go it says just saying you there you go it says just saying you there you go it says just saying you know that that's what they're kind of know that that's what they're kind of know that that's what they're kind of hanging their hand on right I mean when hanging their hand on right I mean when hanging their hand on right I mean when you say that when you say that Steve I you say that when you say that Steve I you say that when you say that Steve I mean all jokes aside I saw this in real mean all jokes aside I saw this in real mean all jokes aside I saw this in real life life life um probably um probably um probably um oh we'll say five years ago and and um oh we'll say five years ago and and um oh we'll say five years ago and and it was in it was in Leonard's State I it was in it was in Leonard's State I it was in it was in Leonard's State I mean home home City uh where there was

mean home home City uh where there was mean home home City uh where there was literally uh an issue and with respect literally uh an issue and with respect literally uh an issue and with respect to how data was being dealt with and to how data was being dealt with and to how data was being dealt with and this was a large company that had signed this was a large company that had signed this was a large company that had signed a deal with the city and basically in a deal with the city and basically in a deal with the city and basically in the in the deal said hey the derivative the in the deal said hey the derivative the in the deal said hey the derivative data belongs to us oh yeah data belongs to us oh yeah data belongs to us oh yeah um and if you want access to the the raw um and if you want access to the the raw um and if you want access to the the raw data is yours the derivative data is data is yours the derivative data is data is yours the derivative data is ours ours ours and if you want that you have to buy it and if you want that you have to buy it and if you want that you have to buy it back I'm like that's ransomware on one back I'm like that's ransomware on one back I'm like that's ransomware on one hand yeah on the other hand it hand yeah on the other hand it hand yeah on the other hand it substantiates the statement that I just substantiates the statement that I just substantiates the statement that I just made made made confiscation is not intense possession confiscation is not intense possession confiscation is not intense possession possessions nine tenths of the law if I possessions nine tenths of the law if I possessions nine tenths of the law if I take it it's mine and they literally take it it's mine and they literally take it it's mine and they literally took it and all they all they have to do took it and all they all they have to do took it and all they all they have to do is just it's derivative it's a is just it's derivative it's a is just it's derivative it's a derivative form of your your raw data derivative form of your your raw data derivative form of your your raw data doesn't have any meaning well I can look doesn't have any meaning well I can look doesn't have any meaning well I can look at the two and say that they are equal at the two and say that they are equal at the two and say that they are equal the only difference is that it's in your the only difference is that it's in your the only difference is that it's in your database or it's in your servers yeah database or it's in your servers yeah database or it's in your servers yeah yeah yeah yeah that's a good point s are out of the barn s are out of the barn we always had that conversation around we always had that conversation around we always had that conversation around who owns the data right it's been who owns the data right it's been who owns the data right it's been something that we and the m to m iot something that we and the m to m iot something that we and the m to m iot space have been talking about for you space have been talking about for you space have been talking about for you know 20 years I mean I've been I've been know 20 years I mean I've been I've been know 20 years I mean I've been I've been doing this for for a long time and and doing this for for a long time and and doing this for for a long time and and as long as me damn it as long as me damn it as long as me damn it we we have never we we have never we we have never no not as long as you I read books on no not as long as you I read books on no not as long as you I read books on you as I was starting

you as I was starting you as I was starting you know our position has always been that it I our position has always been that it I don't want to own any of the data at all don't want to own any of the data at all don't want to own any of the data at all any of the applications the solutions any of the applications the solutions any of the applications the solutions that we've built that we've built that we've built even from the digital twin perspective even from the digital twin perspective even from the digital twin perspective these are on behalf of the city or of these are on behalf of the city or of these are on behalf of the city or of the uh income it's on behalf I will the uh income it's on behalf I will the uh income it's on behalf I will Monitor and manage and maintain that Monitor and manage and maintain that Monitor and manage and maintain that that data but it's yours yeah so one of the things uh bill that yeah so one of the things uh bill that uh if you recall maybe God five ten five uh if you recall maybe God five ten five uh if you recall maybe God five ten five seven years ago in Atlanta there was a seven years ago in Atlanta there was a seven years ago in Atlanta there was a North Avenue Corridor iot smart North Avenue Corridor iot smart North Avenue Corridor iot smart Community project yep that I was Community project yep that I was Community project yep that I was involved in because I was sitting on the involved in because I was sitting on the involved in because I was sitting on the board of the iot group for the Metro board of the iot group for the Metro board of the iot group for the Metro Chamber of Commerce and Chamber of Commerce and Chamber of Commerce and they the infighting they the infighting they the infighting between all of the participants on the between all of the participants on the between all of the participants on the ownership of the data and the ability to ownership of the data and the ability to ownership of the data and the ability to utilize that data in a smart community utilize that data in a smart community utilize that data in a smart community made them finally decide that you know made them finally decide that you know made them finally decide that you know what Georgia Tech should be the neutral what Georgia Tech should be the neutral what Georgia Tech should be the neutral party to own the data party to own the data party to own the data you know how fast that project plummeted you know how fast that project plummeted you know how fast that project plummeted no one wanted to deal with their no one wanted to deal with their no one wanted to deal with their licensing program no one wanted to deal licensing program no one wanted to deal licensing program no one wanted to deal with their contracts no one wanted to do with their contracts no one wanted to do with their contracts no one wanted to do it and said no no vendor wanted to it and said no no vendor wanted to it and said no no vendor wanted to participate because anybody that wanted participate because anybody that wanted participate because anybody that wanted to participate in a in a smart corridor

to participate in a in a smart corridor to participate in a in a smart corridor pilot projects wants to be able to suck pilot projects wants to be able to suck pilot projects wants to be able to suck that data out for its own purposes to that data out for its own purposes to that data out for its own purposes to grow their own businesses around smart grow their own businesses around smart grow their own businesses around smart communities so but again going back to communities so but again going back to communities so but again going back to who the hell owns the data you may be who the hell owns the data you may be who the hell owns the data you may be able to solve a problem but maybe not able to solve a problem but maybe not able to solve a problem but maybe not use the data yeah I mean use the data yeah I mean use the data yeah I mean I I think that well it's not an easy I I think that well it's not an easy I I think that well it's not an easy problem to solve but you know where problem to solve but you know where problem to solve but you know where where the vendors get it wrong is they where the vendors get it wrong is they where the vendors get it wrong is they think that it's a data play because think that it's a data play because think that it's a data play because they've been indoctrinated to think that they've been indoctrinated to think that they've been indoctrinated to think that it is and then a number two it is and then a number two it is and then a number two um you know um you know um you know um they're missing out on the um they're missing out on the um they're missing out on the opportunity of really selling value by opportunity of really selling value by opportunity of really selling value by positioning themselves as uh you know a positioning themselves as uh you know a positioning themselves as uh you know a services services services organization that provides not only organization that provides not only organization that provides not only systems integration but the consultative systems integration but the consultative systems integration but the consultative stuff right and that can be valuable you stuff right and that can be valuable you stuff right and that can be valuable you have that blueprint you go to market have that blueprint you go to market have that blueprint you go to market with it and don't be so dependent on you with it and don't be so dependent on you with it and don't be so dependent on you know going in at the lowest cost know going in at the lowest cost know going in at the lowest cost undercutting everyone else because undercutting everyone else because undercutting everyone else because you're banking on you're banking on you're banking on um on um you know capitalizing on um on um you know capitalizing on um on um you know capitalizing on someone else's data you know which is is someone else's data you know which is is someone else's data you know which is is like freaking silly yeah like freaking silly yeah like freaking silly yeah um yeah that I mean if I was a vendor um yeah that I mean if I was a vendor um yeah that I mean if I was a vendor I'd go and I put in a business like here I'd go and I put in a business like here I'd go and I put in a business like here yeah I know I'm five times more yeah I know I'm five times more yeah I know I'm five times more expensive than anyone else but if expensive than anyone else but if expensive than anyone else but if this is what this is what legitimately this is what this is what legitimately this is what this is what legitimately it costs to bring the talent in and you it costs to bring the talent in and you it costs to bring the talent in and you know we cost it out in terms of hours know we cost it out in terms of hours know we cost it out in terms of hours and what we need to be profitable and to and what we need to be profitable and to and what we need to be profitable and to get the reward for the time you know

get the reward for the time you know get the reward for the time you know return on the you know the investment we return on the you know the investment we return on the you know the investment we put in Talent this is what it's going to put in Talent this is what it's going to put in Talent this is what it's going to cost and if they walk away you know cost and if they walk away you know cost and if they walk away you know that's too bad for for whatever that's too bad for for whatever that's too bad for for whatever organization whether it's public or organization whether it's public or organization whether it's public or private that wants a iot solution right private that wants a iot solution right private that wants a iot solution right but you know how many sales people are but you know how many sales people are but you know how many sales people are out there that can actually sell that out there that can actually sell that out there that can actually sell that the solution the solution the solution problem that is problem that is problem that is what do you charge for that let's look at what let's look at what let's look at what what really happens let's look at what what really happens let's look at what what really happens right I mean so if you're dealing with right I mean so if you're dealing with right I mean so if you're dealing with any uh municipality city federal any uh municipality city federal any uh municipality city federal government any of all of these things so government any of all of these things so government any of all of these things so they're they're they're old school they're they're they're old school they're they're they're old school structured right there they they call structured right there they they call structured right there they they call this an equal ground this an equal ground this an equal ground um and it's always RFP based so it's um and it's always RFP based so it's um and it's always RFP based so it's automatically it's a race to the bottom automatically it's a race to the bottom automatically it's a race to the bottom it's not who has the best solution it's not who has the best solution it's not who has the best solution it is a commodity race to the bottom it is a commodity race to the bottom it is a commodity race to the bottom because we don't want to be we don't because we don't want to be we don't because we don't want to be we don't want vendor lock in want vendor lock in want vendor lock in we don't want to be held hostage we we don't want to be held hostage we we don't want to be held hostage we don't we don't we don't all of these don't we don't we don't all of these don't we don't we don't all of these things so if you go in and you literally things so if you go in and you literally things so if you go in and you literally say I have a time-tested proven solution say I have a time-tested proven solution say I have a time-tested proven solution that will not lock you in will not try that will not lock you in will not try that will not lock you in will not try to hold hostage or data will not do to hold hostage or data will not do to hold hostage or data will not do these other things but will be these other things but will be these other things but will be interoperable we'll solve your problems interoperable we'll solve your problems interoperable we'll solve your problems it is however five times more expensive

it is however five times more expensive it is however five times more expensive than what you got on the RFP they're than what you got on the RFP they're than what you got on the RFP they're gonna they don't know how to deal with gonna they don't know how to deal with gonna they don't know how to deal with that and that portion of it needs to that and that portion of it needs to that and that portion of it needs to change change change yeah but hey who writes the RFP and who yeah but hey who writes the RFP and who yeah but hey who writes the RFP and who sets the expectations in the buyer's sets the expectations in the buyer's sets the expectations in the buyer's mind that that's also the problem mind that that's also the problem mind that that's also the problem because because because you have those big boys out there that you have those big boys out there that you have those big boys out there that that do all of that there's a consultant that do all of that there's a consultant that do all of that there's a consultant on the other side a consulting firm on on the other side a consulting firm on on the other side a consulting firm on the other side that's setting the the other side that's setting the the other side that's setting the expectation and if they set the wrong expectation and if they set the wrong expectation and if they set the wrong ones then you get into this RFP hell ones then you get into this RFP hell ones then you get into this RFP hell hole and you you get the worst of the hole and you you get the worst of the hole and you you get the worst of the worst bidding and winning and that leads worst bidding and winning and that leads worst bidding and winning and that leads to implementation failure Which is far to implementation failure Which is far to implementation failure Which is far worse than POC failure it is because worse than POC failure it is because worse than POC failure it is because you're paying for it and it's it's it's you're paying for it and it's it's it's you're paying for it and it's it's it's production yeah and think about how much production yeah and think about how much production yeah and think about how much uh how much effort it takes to actually uh how much effort it takes to actually uh how much effort it takes to actually respond to these rfps I mean man when I respond to these rfps I mean man when I respond to these rfps I mean man when I used to do RFP work back in the day for used to do RFP work back in the day for used to do RFP work back in the day for lunch like freaking Global lunch like freaking Global lunch like freaking Global transformation Tech project dude I mean transformation Tech project dude I mean transformation Tech project dude I mean the the RFP responses are like 100 pages the the RFP responses are like 100 pages the the RFP responses are like 100 pages long you had an entire team working on long you had an entire team working on long you had an entire team working on the response different sections I mean the response different sections I mean the response different sections I mean it was literally a project to respond to it was literally a project to respond to it was literally a project to respond to an RFP you know an RFP you know an RFP you know um it totally is I mean there's I

it totally is I mean there's I cities states feds cities states feds cities states feds change the process yeah and get and change the process yeah and get and change the process yeah and get and change the process and make it open change the process and make it open change the process and make it open setting the right expectations seriously setting the right expectations seriously setting the right expectations seriously if you want to get anything done yes if you want to get anything done yes if you want to get anything done yes I mean there's there's there's I mean I mean there's there's there's I mean I mean there's there's there's I mean there's just so much of it that's not there's just so much of it that's not there's just so much of it that's not right right right um you know and it just frustrates it um you know and it just frustrates it um you know and it just frustrates it frustrates me I've I've done that you frustrates me I've I've done that you frustrates me I've I've done that you know quite a bit you sit in RFP defenses know quite a bit you sit in RFP defenses know quite a bit you sit in RFP defenses I'm sure you've done those where you got I'm sure you've done those where you got I'm sure you've done those where you got the consultant on the other side and the consultant on the other side and the consultant on the other side and what pisses me off is what pisses me off is what pisses me off is you're sitting over here asking you're sitting over here asking you're sitting over here asking pre-baked questions that you couldn't pre-baked questions that you couldn't pre-baked questions that you couldn't answer your own damn self yeah yeah yeah yeah you know and and I'm over here trying to you know and and I'm over here trying to you know and and I'm over here trying to win business for the company that that win business for the company that that win business for the company that that I'm you know so I need to I need to make I'm you know so I need to I need to make I'm you know so I need to I need to make sure that I have the proper response to sure that I have the proper response to sure that I have the proper response to your baked question that you don't even your baked question that you don't even your baked question that you don't even know the damn answer to right yeah yeah wow you know what I think I I I think wow you know what I think I I I think wow you know what I think I I I think Bill's mad Bill's mad Bill's mad I'm not going to take it anymore I I I'm not going to take it anymore I I I'm not going to take it anymore I I mean for real so this is I mean this is mean for real so this is I mean this is mean for real so this is I mean this is the number one reason why when when I do the number one reason why when when I do the number one reason why when when I do work with with cities and and I'm work with with cities and and I'm work with with cities and and I'm upfront about it I've said it a million upfront about it I've said it a million upfront about it I've said it a million times I don't answer rfps yeah times I don't answer rfps yeah times I don't answer rfps yeah yeah yeah yeah I don't answer rfps because nine times

I don't answer rfps because nine times I don't answer rfps because nine times out of ten by the time I've seen an RP out of ten by the time I've seen an RP out of ten by the time I've seen an RP you've already had it written for you've already had it written for you've already had it written for somebody else yeah that's true somebody else yeah that's true somebody else yeah that's true yeah especially if it's services not on yeah especially if it's services not on yeah especially if it's services not on the hardware side as much but on the the hardware side as much but on the the hardware side as much but on the services for sure on the services for services for sure on the services for services for sure on the services for sure but even on the hardware they the sure but even on the hardware they the sure but even on the hardware they the the if there's certain functionality the if there's certain functionality the if there's certain functionality that will differentiate or segregate a that will differentiate or segregate a that will differentiate or segregate a company from another company please company from another company please company from another company please believe that they're doing that please believe that please believe that so let's just come out and say what it so let's just come out and say what it so let's just come out and say what it is and just you know rfps are a scam is and just you know rfps are a scam is and just you know rfps are a scam rfps are cronyism it's trickery yeah and you're right yeah and you're right yeah large a large consulting firm or S I large a large consulting firm or S I large a large consulting firm or S I could have an army of people that yeah a could have an army of people that yeah a could have an army of people that yeah a factory of RFP answervers factory of RFP answervers factory of RFP answervers and a small company doesn't have a and a small company doesn't have a and a small company doesn't have a chance chance chance you know to con you know some of these you know to con you know some of these you know to con you know some of these things are crazy but they're just like things are crazy but they're just like things are crazy but they're just like you know if you want to if you want it's you know if you want to if you want it's you know if you want to if you want it's open respond compete oh really so that open respond compete oh really so that open respond compete oh really so that you can tick the box and go well this you can tick the box and go well this you can tick the box and go well this group came in and this group came in see group came in and this group came in see group came in and this group came in see we were open but we selected that one we were open but we selected that one we were open but we selected that one get out man yeah yeah you're right all get out man yeah yeah you're right all get out man yeah yeah you're right all right you know that's what's so cool right you know that's what's so cool right you know that's what's so cool about it yeah about it yeah about it yeah that's different I mean that is like that's different I mean that is like that's different I mean that is like here's all the specs on the board here's here's all the specs on the board here's here's all the specs on the board here's the dev kid information here you go the dev kid information here you go the dev kid information here you go handle all these

handle all these handle all these um and we purposely did not send the RFP um and we purposely did not send the RFP um and we purposely did not send the RFP to the main holder of the chipset to the main holder of the chipset to the main holder of the chipset purposely did not purposely did not purposely did not yeah yeah yeah so we avoided that kind of conversation so we avoided that kind of conversation so we avoided that kind of conversation well I'm the chipset guy I got I didn't well I'm the chipset guy I got I didn't well I'm the chipset guy I got I didn't know what I got to do and I didn't know know what I got to do and I didn't know know what I got to do and I didn't know how to build a deck uh no just call it how to build a deck uh no just call it how to build a deck uh no just call it pride the chipset to these 10 people pride the chipset to these 10 people pride the chipset to these 10 people they're on the rmp list and we'll go they're on the rmp list and we'll go they're on the rmp list and we'll go from there from there from there well you know what man uh I'm glad you well you know what man uh I'm glad you well you know what man uh I'm glad you brought that up Steve because you know brought that up Steve because you know brought that up Steve because you know it's interesting it's interesting it's interesting um when I talk to the guys here that are um when I talk to the guys here that are um when I talk to the guys here that are selling not literally like freaking selling not literally like freaking selling not literally like freaking casters for [ __ ] that goes underneath casters for [ __ ] that goes underneath casters for [ __ ] that goes underneath like equipment you know like equipment you know like equipment you know I mean literally there's a there's a cat I mean literally there's a there's a cat I mean literally there's a there's a cat I mean I'm not belittling them because I mean I'm not belittling them because I mean I'm not belittling them because their casters are like freaking amazing their casters are like freaking amazing their casters are like freaking amazing because anything that goes on a Fab is because anything that goes on a Fab is because anything that goes on a Fab is like the highest quality you can ever like the highest quality you can ever like the highest quality you can ever imagine because you know keep in mind imagine because you know keep in mind imagine because you know keep in mind you cannot have vibration you cannot have vibration you cannot have vibration in a Fab in a Fab in a Fab the Metrology the Precision is it's like the Metrology the Precision is it's like the Metrology the Precision is it's like Nano I mean it's like a molecular level Nano I mean it's like a molecular level Nano I mean it's like a molecular level right I mean vibrations can cause uh right I mean vibrations can cause uh right I mean vibrations can cause uh yield issues right anywhere in the yield issues right anywhere in the yield issues right anywhere in the process and so but process and so but process and so but these guys that are down at this level these guys that are down at this level these guys that are down at this level they just they just they just that are selling the the bits and pieces that are selling the the bits and pieces that are selling the the bits and pieces that go into something else don't really that go into something else don't really that go into something else don't really have a good idea of what's Happening

have a good idea of what's Happening have a good idea of what's Happening above above above um in fact it when you tell them it kind um in fact it when you tell them it kind um in fact it when you tell them it kind of shocks them and of shocks them and of shocks them and um they they also it's like we brought um they they also it's like we brought um they they also it's like we brought up before on the show is they have an up before on the show is they have an up before on the show is they have an identity crisis of how they actually fit identity crisis of how they actually fit identity crisis of how they actually fit in the solution and where the solution in the solution and where the solution in the solution and where the solution ends and the starts and ends ends and the starts and ends ends and the starts and ends and really the solution is about like and really the solution is about like and really the solution is about like what you're saying Bill solving a what you're saying Bill solving a what you're saying Bill solving a problem problem problem and and and the people who are going to fund the the people who are going to fund the the people who are going to fund the solving of that problem well guess what solving of that problem well guess what solving of that problem well guess what that's where the money's at and so they that's where the money's at and so they that's where the money's at and so they have real trouble mapping have real trouble mapping have real trouble mapping their way up the value chain to the their way up the value chain to the their way up the value chain to the actual outcome and actual outcome and actual outcome and um that I mean it's a trip man I'm um that I mean it's a trip man I'm um that I mean it's a trip man I'm telling you and and these guys are like telling you and and these guys are like telling you and and these guys are like freaking badass Engineers you know I freaking badass Engineers you know I freaking badass Engineers you know I mean the stuff that there's no way that mean the stuff that there's no way that mean the stuff that there's no way that I can even remotely claim that I have I can even remotely claim that I have I can even remotely claim that I have their experience I don't their experience I don't their experience I don't and and the level of and and the level of and and the level of um expertise that they have in what they um expertise that they have in what they um expertise that they have in what they do right but what I really love is do right but what I really love is do right but what I really love is having these conversations with these having these conversations with these having these conversations with these guys and they guys and they guys and they appreciating what I'm doing right appreciating what I'm doing right appreciating what I'm doing right connecting the dots and being able to connecting the dots and being able to connecting the dots and being able to see layers above them but that is that see layers above them but that is that see layers above them but that is that visibility issue visibility issue visibility issue that you know I think we have in iot in that you know I think we have in iot in that you know I think we have in iot in a lot of other areas where there's a a lot of other areas where there's a a lot of other areas where there's a bunch of bunch of bunch of you know layers where people are being you know layers where people are being you know layers where people are being their perception of what's Happening

their perception of what's Happening their perception of what's Happening above them is being clouded by hype and above them is being clouded by hype and above them is being clouded by hype and a bunch of nonsense and a bunch of nonsense and a bunch of nonsense and um man that what are we about on iot um man that what are we about on iot um man that what are we about on iot coffee talk and we're trying to help coffee talk and we're trying to help coffee talk and we're trying to help clarify things so that people can see clarify things so that people can see clarify things so that people can see things clearer things clearer things clearer and you know it's not just technology and you know it's not just technology and you know it's not just technology but everything we're talking about is but everything we're talking about is but everything we're talking about is RFP processes about all the business RFP processes about all the business RFP processes about all the business aspect of it right we're trying all that aspect of it right we're trying all that aspect of it right we're trying all that stuff together and so I you know stuff together and so I you know stuff together and so I you know I love to I love you guys I love you guys so so Leonard a couple I love you guys so so Leonard a couple things I looked at the exhibitor list things I looked at the exhibitor list things I looked at the exhibitor list really quick so obviously dominated by really quick so obviously dominated by really quick so obviously dominated by Asia Asia Asia um you know from that standpoint have um you know from that standpoint have um you know from that standpoint have you seen any or heard anything China you seen any or heard anything China you seen any or heard anything China versus the rest of the Asian markets for versus the rest of the Asian markets for versus the rest of the Asian markets for Fab yeah of course man this is like yeah of course man this is like as a softball question here on Iowa oh as a softball question here on Iowa oh as a softball question here on Iowa oh my God yeah yeah no no you're hearing a my God yeah yeah no no you're hearing a my God yeah yeah no no you're hearing a lot there's a but then there's also a lot there's a but then there's also a lot there's a but then there's also a lot of lot of lot of there's a lot of stuff that I'm hearing there's a lot of stuff that I'm hearing there's a lot of stuff that I'm hearing that makes me go wow man did you guys do that makes me go wow man did you guys do that makes me go wow man did you guys do your homework your homework your homework you know you know you know um and um and um and you know the interdependency you know the interdependency you know the interdependency um on Asia it's not just about China I um on Asia it's not just about China I um on Asia it's not just about China I mean this whole thing is about Asia mean this whole thing is about Asia mean this whole thing is about Asia Vietnamese Korea's got a pavilion they Vietnamese Korea's got a pavilion they Vietnamese Korea's got a pavilion they got I mean it's all over the place yeah got I mean it's all over the place yeah got I mean it's all over the place yeah well you know the the real thing is it's

well you know the the real thing is it's well you know the the real thing is it's become a East and West First East versus become a East and West First East versus become a East and West First East versus West thing because I mean think about it West thing because I mean think about it West thing because I mean think about it most of the electronics supply chain most of the electronics supply chain most of the electronics supply chain forget about just focusing on just a forget about just focusing on just a forget about just focusing on just a semiconductor mostly Electronics go semiconductor mostly Electronics go semiconductor mostly Electronics go through and most of it is either through and most of it is either through and most of it is either manufactured or manufactured or manufactured or assembled in or and even engineered in assembled in or and even engineered in assembled in or and even engineered in Asia Asia Asia and so and so and so China yeah obviously a big part of the China yeah obviously a big part of the China yeah obviously a big part of the story from a geopolitical perspective story from a geopolitical perspective story from a geopolitical perspective but from a geoeconomic standpoint the but from a geoeconomic standpoint the but from a geoeconomic standpoint the concern is you know Asian is dominating concern is you know Asian is dominating concern is you know Asian is dominating you know but you know but you know but what they discount what they discount what they discount design which is much more design which is much more design which is much more valuable in terms of the outcome with valuable in terms of the outcome with valuable in terms of the outcome with the Fabs fabulous guys like Nvidia and the Fabs fabulous guys like Nvidia and the Fabs fabulous guys like Nvidia and AMD that's where the vast majority of AMD that's where the vast majority of AMD that's where the vast majority of the value of putting the semiconductor the value of putting the semiconductor the value of putting the semiconductor uh uh uh um um um Industries expressed now albeit tsmc is Industries expressed now albeit tsmc is Industries expressed now albeit tsmc is a very very valuable company right a very very valuable company right a very very valuable company right um Nvidia in terms of valuation um Nvidia in terms of valuation um Nvidia in terms of valuation it is very very uh it is very very uh it is very very uh lofty company at the moment lofty company at the moment lofty company at the moment um but um but um but you know the thing that I hope the you know the thing that I hope the you know the thing that I hope the industry doesn't forget is that we lead industry doesn't forget is that we lead industry doesn't forget is that we lead the United States leads in that and we the United States leads in that and we the United States leads in that and we shouldn't do anything to screw that up

shouldn't do anything to screw that up shouldn't do anything to screw that up just by focusing so much on the the just by focusing so much on the the just by focusing so much on the the um this electronic supply chain which is um this electronic supply chain which is um this electronic supply chain which is been built out been built out been built out with a lot of the gravity pulling toward with a lot of the gravity pulling toward with a lot of the gravity pulling toward Asia for decades and to undo that you Asia for decades and to undo that you Asia for decades and to undo that you have to do that super thoughtfully but have to do that super thoughtfully but have to do that super thoughtfully but the key thing that I don't hear a lot the key thing that I don't hear a lot the key thing that I don't hear a lot here here here competition how do we solve the problem competition how do we solve the problem competition how do we solve the problem by being competitive and when you ask by being competitive and when you ask by being competitive and when you ask that question that question that question everything becomes a hell of a lot more everything becomes a hell of a lot more everything becomes a hell of a lot more difficult to talk about difficult to talk about difficult to talk about because everyone right now is trying to because everyone right now is trying to because everyone right now is trying to you know do the sanctions and the you know do the sanctions and the you know do the sanctions and the Chinese are trying to constrain gallium Chinese are trying to constrain gallium Chinese are trying to constrain gallium and uh germanium right small small part and uh germanium right small small part and uh germanium right small small part of the of the of the um you know resources for the um you know resources for the um you know resources for the um you know the industry but very um you know the industry but very um you know the industry but very important extremely important actually important extremely important actually important extremely important actually um um um you know just you know just you know just all the these like Tit for Tat things all the these like Tit for Tat things all the these like Tit for Tat things that are going to create a lot of that are going to create a lot of that are going to create a lot of disruptions and risks disruptions and risks disruptions and risks um for leaders right so obviously a risk um for leaders right so obviously a risk um for leaders right so obviously a risk for China to Taiwan Japan and South for China to Taiwan Japan and South for China to Taiwan Japan and South Korea on the the you know the Fab front Korea on the the you know the Fab front Korea on the the you know the Fab front but on the Leading Edge it could put a but on the Leading Edge it could put a but on the Leading Edge it could put a lot of our our design guys at risk too lot of our our design guys at risk too lot of our our design guys at risk too so so so um I I I

the state of New York Economic the state of New York Economic Development Group has got a big Booth Development Group has got a big Booth Development Group has got a big Booth based on all the tax based on all the tax based on all the tax abatements and programs that they've abatements and programs that they've abatements and programs that they've given Global boundaries and everybody given Global boundaries and everybody given Global boundaries and everybody else for New York State yeah else for New York State yeah else for New York State yeah yeah yeah yeah but hey you know what these guys are but hey you know what these guys are but hey you know what these guys are gonna gonna gonna they're gonna knock it out of the park they're gonna knock it out of the park they're gonna knock it out of the park for years you know because they're for years you know because they're for years you know because they're building out so many Fabs so much building out so many Fabs so much building out so many Fabs so much investment going into yeah build-outs investment going into yeah build-outs investment going into yeah build-outs um but the question is who are they um but the question is who are they um but the question is who are they going to sell this stuff to because going to sell this stuff to because going to sell this stuff to because they're they're all banking on they're they're all banking on they're they're all banking on one trillion dollars in Revenue by 2030. one trillion dollars in Revenue by 2030. one trillion dollars in Revenue by 2030. and you know I posted semi-jokingly it's and you know I posted semi-jokingly it's and you know I posted semi-jokingly it's like well if we achieve that by like well if we achieve that by like well if we achieve that by inflation that doesn't really mean you inflation that doesn't really mean you inflation that doesn't really mean you know we need to talk about constant know we need to talk about constant know we need to talk about constant currency here right currency here right currency here right and I I I I have my doubts in fact I'll and I I I I have my doubts in fact I'll and I I I I have my doubts in fact I'll say that the more I talk to people here say that the more I talk to people here say that the more I talk to people here I have doubts that one trillion is going I have doubts that one trillion is going I have doubts that one trillion is going to happen to happen to happen really oh yeah yeah really oh yeah yeah really oh yeah yeah if you if you drill down into the if you if you drill down into the if you if you drill down into the assumptions about how people are assumptions about how people are assumptions about how people are thinking about that number you realize thinking about that number you realize thinking about that number you realize wow oh no that's oh no that's 50 billion wow oh no that's oh no that's 50 billion wow oh no that's oh no that's 50 billion iot devices sorry guys I I mean you know it's like sorry guys I I mean you know it's like I'm doing my homework man one thing that I'm doing my homework man one thing that I'm doing my homework man one thing that people can't accuse me of I'm here

yeah you want if you want to talk [ __ ] yeah you want if you want to talk [ __ ] come over here let me tell you let me come over here let me tell you let me come over here let me tell you let me show you there you go show you there you go show you there you go you know and and that's part of it you know and and that's part of it you know and and that's part of it though Leonard I mean you're right the though Leonard I mean you're right the though Leonard I mean you're right the education factor and and also the dose education factor and and also the dose education factor and and also the dose of reality is I'm still amazed at some of reality is I'm still amazed at some of reality is I'm still amazed at some of these companies like you said not of these companies like you said not of these companies like you said not looking at above the issues that have to looking at above the issues that have to looking at above the issues that have to get addressed yeah get addressed yeah get addressed yeah successful ecosystem right I mean successful ecosystem right I mean successful ecosystem right I mean they're not looking at it from a they're not looking at it from a they're not looking at it from a business solvability issue is he pointing his finger at me Rob is is he pointing his finger at me Rob is that what I'm getting I'm doing I think that what I'm getting I'm doing I think that what I'm getting I'm doing I think he's he's either agreeing with you or he's he's either agreeing with you or he's he's either agreeing with you or scolding you I'm spanking you because you're so right I'm spanking you because you're so right oh yeah you got your little Spanx for oh yeah you got your little Spanx for oh yeah you got your little Spanx for the day yeah wow I get through the day the day yeah wow I get through the day the day yeah wow I get through the day now now now you can go to the refrigerator and kind you can go to the refrigerator and kind you can go to the refrigerator and kind of do the mark on them you can wear my of do the mark on them you can wear my of do the mark on them you can wear my metal yeah absolutely absolutely I love it I love absolutely absolutely I love it I love it oh my God yeah I mean I think when it oh my God yeah I mean I think when it oh my God yeah I mean I think when you look at the semiconductor industry you look at the semiconductor industry you look at the semiconductor industry and you and everything that's going on and you and everything that's going on and you and everything that's going on it's you know it's I'm gonna bring bills it's you know it's I'm gonna bring bills it's you know it's I'm gonna bring bills you know problem solving scenario you know problem solving scenario you know problem solving scenario building it thinking they will come and building it thinking they will come and building it thinking they will come and it may solve a problem ain't a really it may solve a problem ain't a really it may solve a problem ain't a really good business strategy good business strategy good business strategy not so much not so much not so much yeah so much that's what we all did in yeah so much that's what we all did in yeah so much that's what we all did in the.com Era correct build an e-commerce the.com Era correct build an e-commerce the.com Era correct build an e-commerce site selling something dog stuff and

site selling something dog stuff and site selling something dog stuff and they will come and they just magically show up yes and they just magically show up yes do you know what our do you know what our do you know what our art made it like an iot Prime day if we art made it like an iot Prime day if we art made it like an iot Prime day if we did an iot marketing program around it did an iot marketing program around it did an iot marketing program around it we would have sold a shitload of that we would have sold a shitload of that we would have sold a shitload of that stuff there you go well I'm assuming stuff there you go well I'm assuming stuff there you go well I'm assuming when your Marketplace is online that you when your Marketplace is online that you when your Marketplace is online that you will have a yearly day you can see where that's going for sure you can see where that's going for sure that's a charitable organization that's that's a charitable organization that's that's a charitable organization that's right that's right good cause right that's right good cause right that's right good cause I also highly encourage everyone I also highly encourage everyone I also highly encourage everyone yesterday my wife and I we went to see yesterday my wife and I we went to see yesterday my wife and I we went to see the new Mission Impossible movie in IMAX the new Mission Impossible movie in IMAX the new Mission Impossible movie in IMAX and it is unbelievable it is incredible and it is unbelievable it is incredible and it is unbelievable it is incredible and it plays into kind of what I said and it plays into kind of what I said and it plays into kind of what I said earlier digital transformation in game earlier digital transformation in game earlier digital transformation in game so I don't want to do any spoilers but so I don't want to do any spoilers but so I don't want to do any spoilers but when you watch the movie you'll go when you watch the movie you'll go when you watch the movie you'll go uh-huh I can see where some of this uh-huh I can see where some of this uh-huh I can see where some of this could head really yeah yeah you know sometimes it's really yeah yeah you know sometimes it's more important to pull out those tube more important to pull out those tube more important to pull out those tube amps and put the needle on the record amps and put the needle on the record amps and put the needle on the record get the typewriters going get those file get the typewriters going get those file get the typewriters going get those file cabinets that can't be hacked read a cabinets that can't be hacked read a cabinets that can't be hacked read a real book build a real book made a paper real book build a real book made a paper real book build a real book made a paper yeah yeah you know and talk about tubes

yeah yeah you know and talk about tubes yeah yeah you know and talk about tubes it's interesting you bring that up so it's interesting you bring that up so it's interesting you bring that up so you know I'm doing this thing with you know I'm doing this thing with you know I'm doing this thing with scripts on this ATF e 3.0 uh program on scripts on this ATF e 3.0 uh program on scripts on this ATF e 3.0 uh program on the on the frequencies and so I was at a the on the frequencies and so I was at a the on the frequencies and so I was at a TV station in Kansas City and you know TV station in Kansas City and you know TV station in Kansas City and you know those they still use massive tubes for those they still use massive tubes for those they still use massive tubes for broadcasting TV signals at 35 broadcasting TV signals at 35 broadcasting TV signals at 35 000 a piece wow really where's RCA when 000 a piece wow really where's RCA when 000 a piece wow really where's RCA when you need them yeah you need them yeah you need them yeah the old two days like yeah I mean that the old two days like yeah I mean that the old two days like yeah I mean that that's that you got some of the highest that's that you got some of the highest that's that you got some of the highest Tech in terms of I mean when you say Tech in terms of I mean when you say Tech in terms of I mean when you say that when you when you talk about uh you that when you when you talk about uh you that when you when you talk about uh you know cancer treatment and things of that know cancer treatment and things of that know cancer treatment and things of that nature right these things these nature right these things these nature right these things these components that they have they still components that they have they still components that they have they still have dequeuing thyrotron they still have have dequeuing thyrotron they still have have dequeuing thyrotron they still have main thyroid problems they still have main thyroid problems they still have main thyroid problems they still have klystrons these are these are amazingly klystrons these are these are amazingly klystrons these are these are amazingly old but extremely necessary and you old but extremely necessary and you old but extremely necessary and you don't you don't just swap these out and don't you don't just swap these out and don't you don't just swap these out and go we're gonna do it small and digital go we're gonna do it small and digital go we're gonna do it small and digital no there's a reason for these things no there's a reason for these things no there's a reason for these things that's when that gray-haired dude comes that's when that gray-haired dude comes that's when that gray-haired dude comes in with the big tool kit yeah yeah dude in with the big tool kit yeah yeah dude in with the big tool kit yeah yeah dude yeah people people still use YouTube yeah people people still use YouTube yeah people people still use YouTube amps Man guitar absolutely guitar player amps Man guitar absolutely guitar player amps Man guitar absolutely guitar player I I prefer tube any day of the week and I I prefer tube any day of the week and I I prefer tube any day of the week and it feels way different you cannot

it feels way different you cannot it feels way different you cannot emulate that digitally I don't care what emulate that digitally I don't care what emulate that digitally I don't care what anyone says you can make it kind of anyone says you can make it kind of anyone says you can make it kind of sounds you know similar but yeah it'll sounds you know similar but yeah it'll sounds you know similar but yeah it'll never feel the same and you know what never feel the same and you know what never feel the same and you know what music is all about feeling if you don't music is all about feeling if you don't music is all about feeling if you don't feel it feel it feel it you don't make it you know what I'm you don't make it you know what I'm you don't make it you know what I'm saying meaning you don't you don't tune saying meaning you don't you don't tune saying meaning you don't you don't tune into that creative potential so yeah man into that creative potential so yeah man into that creative potential so yeah man tubes tubes Rock and unfortunately tubes tubes Rock and unfortunately tubes tubes Rock and unfortunately they're I think they're only made in they're I think they're only made in they're I think they're only made in Russia Union because I think the last Russia Union because I think the last Russia Union because I think the last company is called soap hack which all company is called soap hack which all company is called soap hack which all the guitar players knew about because the guitar players knew about because the guitar players knew about because that's where you had to get your that's where you had to get your that's where you had to get your replacement tubes and groov Tube which replacement tubes and groov Tube which replacement tubes and groov Tube which was an American brand was uh they were was an American brand was uh they were was an American brand was uh they were basically basically basically um you know white labeling soap Tech uh um you know white labeling soap Tech uh um you know white labeling soap Tech uh um um um any energy harvesting being discussed any energy harvesting being discussed any energy harvesting being discussed over there hell no over there hell no over there hell no they're so far away from that and they they're so far away from that and they they're so far away from that and they can the Fabs consume so much energy you can the Fabs consume so much energy you can the Fabs consume so much energy you have to do something much bigger than have to do something much bigger than have to do something much bigger than energy harvesting I mean they but energy harvesting I mean they but energy harvesting I mean they but they're on the Leading Edge I mean you they're on the Leading Edge I mean you they're on the Leading Edge I mean you know know know um these guys are thinking today is all um these guys are thinking today is all um these guys are thinking today is all about sustainability about sustainability about sustainability and uh you know the their their employ and uh you know the their their employ and uh you know the their their employ so look if you want if you want to make so look if you want if you want to make so look if you want if you want to make money in iot money in iot money in iot come here but here's the thing you'll come here but here's the thing you'll come here but here's the thing you'll realize iot has existed for a long time realize iot has existed for a long time realize iot has existed for a long time and there are already people making and there are already people making and there are already people making money so if you're putting out a money so if you're putting out a money so if you're putting out a forecast saying that iot is going to be

forecast saying that iot is going to be forecast saying that iot is going to be a gajillion dollar market opportunity in a gajillion dollar market opportunity in a gajillion dollar market opportunity in the next gajillion years the next gajillion years the next gajillion years don't double count this stuff don't double count this stuff don't double count this stuff because it it's already happened these because it it's already happened these because it it's already happened these guys are doing have been doing insane guys are doing have been doing insane guys are doing have been doing insane sensing Telemetry blah blah blah sensing Telemetry blah blah blah sensing Telemetry blah blah blah everything that you can imagine at the everything that you can imagine at the everything that you can imagine at the highest level and making bank highest level and making bank highest level and making bank because none of these companies here are because none of these companies here are because none of these companies here are selling any of their stuff for like selling any of their stuff for like selling any of their stuff for like pennies you know the gen they did that pennies you know the gen they did that pennies you know the gen they did that they generate and manage and insights they generate and manage and insights they generate and manage and insights and visibility that they gain for their and visibility that they gain for their and visibility that they gain for their customers is worth customers is worth customers is worth it's worth millions right if you don't it's worth millions right if you don't it's worth millions right if you don't have that ability have that ability have that ability you know if something gets screwed up you know if something gets screwed up you know if something gets screwed up and exactly and exactly and exactly AWS there because of the data AWS there because of the data AWS there because of the data yeah and then they're also here for yeah and then they're also here for yeah and then they're also here for compute because you know maybe a lot of compute because you know maybe a lot of compute because you know maybe a lot of folks I mean here's the irony about the folks I mean here's the irony about the folks I mean here's the irony about the Senate conductor industry when you're Senate conductor industry when you're Senate conductor industry when you're manufacturing especially on the design manufacturing especially on the design manufacturing especially on the design side you need massive amounts of compute side you need massive amounts of compute side you need massive amounts of compute and so these guys forever have been and so these guys forever have been and so these guys forever have been using using using Uh custom Uh custom Uh custom platforms and by the way they know about platforms and by the way they know about platforms and by the way they know about they kind of know about GPS and they they kind of know about GPS and they they kind of know about GPS and they kind of know about their potential but I kind of know about their potential but I kind of know about their potential but I spoke to a couple companies uh actually spoke to a couple companies uh actually spoke to a couple companies uh actually Cadence all of them actually the key Eda Cadence all of them actually the key Eda Cadence all of them actually the key Eda companies companies companies they use custom silicon man they use custom silicon man they use custom silicon man um they have custom stuff they don't use

um they have custom stuff they don't use um they have custom stuff they don't use gpus this stuff is so intensive and gpus this stuff is so intensive and gpus this stuff is so intensive and massive massive massive um you know in terms of compute um you know in terms of compute um you know in terms of compute requirements and loads and uh in requirements and loads and uh in requirements and loads and uh in processing times that they need to processing times that they need to processing times that they need to achieve achieve achieve uh uh entirely uh uh entirely uh uh entirely purpose build purpose build purpose build servers but servers but servers but um um um AWS is here AWS is here AWS is here uh Google cloud is here for a little but uh Google cloud is here for a little but uh Google cloud is here for a little but they're just taking on like less they're just taking on like less they're just taking on like less critical loads in the workflow do you critical loads in the workflow do you critical loads in the workflow do you know what I'm saying yeah things that know what I'm saying yeah things that know what I'm saying yeah things that are less compute intensive but the you are less compute intensive but the you are less compute intensive but the you know a lot of them are trying to know a lot of them are trying to know a lot of them are trying to graduate things uh they're trying to graduate things uh they're trying to graduate things uh they're trying to Leverage The distributed cloud computing Leverage The distributed cloud computing Leverage The distributed cloud computing as much as possible but it's not as easy as much as possible but it's not as easy as much as possible but it's not as easy of a sell I mean we saw it at PTC you of a sell I mean we saw it at PTC you of a sell I mean we saw it at PTC you know those guys are trying to get know those guys are trying to get know those guys are trying to get everybody on SAS but you know everybody on SAS but you know everybody on SAS but you know engineering tools I mean they're insane engineering tools I mean they're insane engineering tools I mean they're insane I don't think people appreciate how much I don't think people appreciate how much I don't think people appreciate how much compute and compute and compute and um you know capability is required in um you know capability is required in um you know capability is required in capacity is required for these capacity is required for these capacity is required for these applications and it's not that easy to applications and it's not that easy to applications and it's not that easy to have them run the cloud and you have to have them run the cloud and you have to have them run the cloud and you have to go custom a lot of these are like I said go custom a lot of these are like I said go custom a lot of these are like I said they're not running on Nvidia gpus you they're not running on Nvidia gpus you they're not running on Nvidia gpus you have they have custom Asics that they're have they have custom Asics that they're have they have custom Asics that they're using and using and using and um let me ask you a question I think are um let me ask you a question I think are um let me ask you a question I think are the answer to is Apple there no no of the answer to is Apple there no no of the answer to is Apple there no no of course not if they are they're hidden course not if they are they're hidden course not if they are they're hidden remember we talked about obviously we've remember we talked about obviously we've remember we talked about obviously we've talked about how

talked about how talked about how their their adventures in Silicon with their their adventures in Silicon with their their adventures in Silicon with their arm-based license you know is just their arm-based license you know is just their arm-based license you know is just way up remember what we talked about way up remember what we talked about way up remember what we talked about Apple silicon clouds and stuff like that Apple silicon clouds and stuff like that Apple silicon clouds and stuff like that because yeah their their processes are because yeah their their processes are because yeah their their processes are so much faster and more power efficient so much faster and more power efficient so much faster and more power efficient than anybody else's and yet we never see than anybody else's and yet we never see than anybody else's and yet we never see them at something like this we never see them at something like this we never see them at something like this we never see him at Mobile World Congress they don't him at Mobile World Congress they don't him at Mobile World Congress they don't show up at anything they just dominate show up at anything they just dominate show up at anything they just dominate right they're above they're above us Rob right they're above they're above us Rob right they're above they're above us Rob yeah kind of like in the John Wick world yeah kind of like in the John Wick world yeah kind of like in the John Wick world they're on above the high table they're on above the high table they're on above the high table yeah I think their company is called yeah I think their company is called yeah I think their company is called Blue Harvest Blue Harvest Blue Harvest you do you know that do you guys know you do you know that do you guys know you do you know that do you guys know that one Blue Harvest was the name that that one Blue Harvest was the name that that one Blue Harvest was the name that they gave the Return of the Jedi so that they gave the Return of the Jedi so that they gave the Return of the Jedi so that nobody knew like wherever they were in nobody knew like wherever they were in nobody knew like wherever they were in in the uh you pay people didn't know in the uh you pay people didn't know in the uh you pay people didn't know that they were filming the Star Wars that they were filming the Star Wars that they were filming the Star Wars movie so they need the the uh movie so they need the the uh movie so they need the the uh um uh movie um uh movie um uh movie um Blue Harvest the the distraction of um Blue Harvest the the distraction of um Blue Harvest the the distraction of the decoy so I think all the Apple guys the decoy so I think all the Apple guys the decoy so I think all the Apple guys are walking around are walking around are walking around hi I'm with Blue Harvest I've got a drop for my next call yeah I've got a drop for my next call yeah yeah great great discussion guys yeah great great discussion guys yeah great great discussion guys absolutely I'm glad you're there on site absolutely I'm glad you're there on site absolutely I'm glad you're there on site talking about all the semiconductor talking about all the semiconductor talking about all the semiconductor stuff nothing else Works without that stuff nothing else Works without that stuff nothing else Works without that yeah that's right and and next next yeah that's right and and next next yeah that's right and and next next ones on one of the next ones we we have ones on one of the next ones we we have ones on one of the next ones we we have to come back to the conversation of 5G

to come back to the conversation of 5G to come back to the conversation of 5G and I want to give a shout out to the and I want to give a shout out to the and I want to give a shout out to the open mobile Alliance and what they're open mobile Alliance and what they're open mobile Alliance and what they're doing to bring lightweight M to m doing to bring lightweight M to m doing to bring lightweight M to m to the world and do the right thing to the world and do the right thing to the world and do the right thing yeah lots of love all right all right yeah lots of love all right all right yeah lots of love all right all right guys let's do it oh my God all right thanks for tuning in Rob's got a jam but thanks for tuning in Rob's got a jam but remember to follow us at iotcoffee remember to follow us at iotcoffee remember to follow us at iotcoffee talk.com remember be charitable it's talk.com remember be charitable it's talk.com remember be charitable it's better and then also buy our shirt better and then also buy our shirt better and then also buy our shirt because it'll make you feel good and you because it'll make you feel good and you because it'll make you feel good and you will look good and we will see you next will look good and we will see you next will look good and we will see you next week take care guys have fun Leonard week take care guys have fun Leonard week take care guys have fun Leonard I will