IoT Coffee Talk: Episode 256 - IoT Day (IoT Revival + Tariff War)

Heat. Heat. Heat. Heat. [Applause] [Applause] K-pop baby. K-pop baby. Is that what that was? Wow. Yeah, dude. Is that what that was? Wow. Yeah, dude. Is that what that was? Wow. Yeah, dude. So, this is like the funniest thing in So, this is like the funniest thing in So, this is like the funniest thing in the world. So, you know how like uh Bill the world. So, you know how like uh Bill the world. So, you know how like uh Bill Pew, he's a big guy, right? A lot of Pew, he's a big guy, right? A lot of Pew, he's a big guy, right? A lot of muscles, big chest, muscles, big chest, muscles, big chest, push-ups, right? Um, kind of like Steve, push-ups, right? Um, kind of like Steve, push-ups, right? Um, kind of like Steve, you know, he's like this old dude with you know, he's like this old dude with you know, he's like this old dude with like freaking amazing like freaking amazing like freaking amazing physicality. Dude likes BTS, so he's a physicality. Dude likes BTS, so he's a physicality. Dude likes BTS, so he's a K-pop guy. And uh, you know, hopefully K-pop guy. And uh, you know, hopefully K-pop guy. And uh, you know, hopefully he won't kill me for outing him out for he won't kill me for outing him out for he won't kill me for outing him out for liking K-pop, but apparently he likes liking K-pop, but apparently he likes liking K-pop, but apparently he likes all these girl bands and stuff like all these girl bands and stuff like all these girl bands and stuff like that, which I I was like, "Hey man, that, which I I was like, "Hey man, that, which I I was like, "Hey man, really, whatever. There you go." Yeah.

really, whatever. There you go." Yeah. really, whatever. There you go." Yeah. Yeah. I mean, whatever floats your boat, Yeah. I mean, whatever floats your boat, Yeah. I mean, whatever floats your boat, dude. Yeah. And so, dude. Yeah. And so, dude. Yeah. And so, um, did you guys know he played bass? I um, did you guys know he played bass? I um, did you guys know he played bass? I did not know that. See, nobody knew, did not know that. See, nobody knew, did not know that. See, nobody knew, right? Yeah, it's pretty. And, um, I'm right? Yeah, it's pretty. And, um, I'm right? Yeah, it's pretty. And, um, I'm surprised. I mean, we're learning all surprised. I mean, we're learning all surprised. I mean, we're learning all these new things about Bill. You guys these new things about Bill. You guys these new things about Bill. You guys are I I'm surprised he never said are I I'm surprised he never said are I I'm surprised he never said anything. Yeah, he's probably like uh anything. Yeah, he's probably like uh anything. Yeah, he's probably like uh he's probably like Stanley Clark level he's probably like Stanley Clark level he's probably like Stanley Clark level ridiculous. And he's just watching us ridiculous. And he's just watching us ridiculous. And he's just watching us going, "Oh my god, these going, "Oh my god, these going, "Oh my god, these guys have no soul. guys have no soul. guys have no soul. family, no rhythm, they have no groove, family, no rhythm, they have no groove, family, no rhythm, they have no groove, they have they don't have the funk, they have they don't have the funk, they have they don't have the funk, but yeah, it's crazy. Um, so he loves um but yeah, it's crazy. Um, so he loves um but yeah, it's crazy. Um, so he loves um he loves um there's a member of the he loves um there's a member of the he loves um there's a member of the group BTS, Junguk, who came out with his group BTS, Junguk, who came out with his group BTS, Junguk, who came out with his own solo album. It's a song called uh own solo album. It's a song called uh own solo album. It's a song called uh Seven, which is really nasty. And of Seven, which is really nasty. And of Seven, which is really nasty. And of course, Bill would pick the nastiest course, Bill would pick the nastiest course, Bill would pick the nastiest song on the album, right? But that's his song on the album, right? But that's his song on the album, right? But that's his favorite song. Well, I I was hoping that favorite song. Well, I I was hoping that favorite song. Well, I I was hoping that actually he said he was gonna actually he said he was gonna actually he said he was gonna play maybe next week. I don't know. But play maybe next week. I don't know. But play maybe next week. I don't know. But it's a it's tribute to Bill and this it's a it's tribute to Bill and this it's a it's tribute to Bill and this shocking revelation that this guy is shocking revelation that this guy is shocking revelation that this guy is like a freaking you know K-pop like a freaking you know K-pop like a freaking you know K-pop fanboy. Yeah. Yeah. Yeah. No BTS. Well, fanboy. Yeah. Yeah. Yeah. No BTS. Well, fanboy. Yeah. Yeah. Yeah. No BTS. Well, you know, different strokes for you know, different strokes for you know, different strokes for different folks. That's playing for BTS, different folks. That's playing for BTS, different folks. That's playing for BTS, you know. Yeah. Well, we talked about

you know. Yeah. Well, we talked about you know. Yeah. Well, we talked about how we have a lot of cultural, you know, how we have a lot of cultural, you know, how we have a lot of cultural, you know, Koreans and African-Americans have a lot Koreans and African-Americans have a lot Koreans and African-Americans have a lot of common uh common uh attributes like of common uh common uh attributes like of common uh common uh attributes like this penchant for barbecue, you know, this penchant for barbecue, you know, this penchant for barbecue, you know, Korean barbecue. That's true. Yeah, Korean barbecue. That's true. Yeah, Korean barbecue. That's true. Yeah, that's interesting. And you know, it's that's interesting. And you know, it's that's interesting. And you know, it's always good to open your mind to new always good to open your mind to new always good to open your mind to new things. And so maybe I'll listen to some things. And so maybe I'll listen to some things. And so maybe I'll listen to some more K-pop. If Bill's got a little more K-pop. If Bill's got a little more K-pop. If Bill's got a little playlist, he can share a Spotify playlist, he can share a Spotify playlist, he can share a Spotify playlist for IoT Coffee Talk listeners. playlist for IoT Coffee Talk listeners. playlist for IoT Coffee Talk listeners. Share it and then uh Yeah. Yeah. we can Share it and then uh Yeah. Yeah. we can Share it and then uh Yeah. Yeah. we can get on the bandwagon, you know, get on get on the bandwagon, you know, get on get on the bandwagon, you know, get on the bandwagon. When I think of when I the bandwagon. When I think of when I the bandwagon. When I think of when I think of bass players, I think of people think of bass players, I think of people think of bass players, I think of people all dressed up, you know, like Jean all dressed up, you know, like Jean all dressed up, you know, like Jean Simmons from Kiss, you know, that's what Simmons from Kiss, you know, that's what Simmons from Kiss, you know, that's what I think of, you know, Collins I think of, you know, Collins I think of, you know, Collins or or Getty Lee is a good bass player, or or Getty Lee is a good bass player, or or Getty Lee is a good bass player, you know. Um, wow. you know. Um, wow. you know. Um, wow. And if I'm if I'm in and out my I'm like And if I'm if I'm in and out my I'm like And if I'm if I'm in and out my I'm like doing the 5G iPad thing and I'm driving doing the 5G iPad thing and I'm driving doing the 5G iPad thing and I'm driving by Mount Shasta. So, who knows? Yeah. by Mount Shasta. So, who knows? Yeah. by Mount Shasta. So, who knows? Yeah. What's going to happen with What's going to happen with What's going to happen with connectivity? What part of the country connectivity? What part of the country connectivity? What part of the country are you in there? I'm in Northern are you in there? I'm in Northern are you in there? I'm in Northern California, so I'm heading north on the California, so I'm heading north on the California, so I'm heading north on the five towards Mount Shasta. Just drove by five towards Mount Shasta. Just drove by five towards Mount Shasta. Just drove by Shasta Lake. Right on. Wow. That's Shasta Lake. Right on. Wow. That's Shasta Lake. Right on. Wow. That's That's pretty amazing. It's beautiful.

That's pretty amazing. It's beautiful. That's pretty amazing. It's beautiful. Yeah. Heading back to the cold. Yeah. uh Yeah. Heading back to the cold. Yeah. uh Yeah. Heading back to the cold. Yeah. uh whatever. whatever. whatever. So, hey everyone, welcome to IoT Coffee So, hey everyone, welcome to IoT Coffee So, hey everyone, welcome to IoT Coffee Talk. Uh remember to take us seriously Talk. Uh remember to take us seriously Talk. Uh remember to take us seriously at your own risk. We're just here to at your own risk. We're just here to at your own risk. We're just here to have fun. Um and we will attest that it have fun. Um and we will attest that it have fun. Um and we will attest that it would be quite dangerous for you to take would be quite dangerous for you to take would be quite dangerous for you to take us seriously. So, don't do it. us seriously. So, don't do it. us seriously. So, don't do it. Don't do it. Especially these days where Don't do it. Especially these days where Don't do it. Especially these days where the level of stupidity is literally off the level of stupidity is literally off the level of stupidity is literally off the charts and uh we want to afford the charts and uh we want to afford the charts and uh we want to afford ourselves every latitude to say ourselves every latitude to say ourselves every latitude to say match basically match the level of match basically match the level of match basically match the level of ridiculousness that is out there today. ridiculousness that is out there today. ridiculousness that is out there today. Uh because we can't help it. I mean what Uh because we can't help it. I mean what Uh because we can't help it. I mean what else are I mean things are ridiculous. else are I mean things are ridiculous. else are I mean things are ridiculous. It's not because we want to be It's not because we want to be It's not because we want to be ridiculous. Um yeah it's we just got to ridiculous. Um yeah it's we just got to ridiculous. Um yeah it's we just got to go our fault. It's ridiculous. Yeah. And go our fault. It's ridiculous. Yeah. And go our fault. It's ridiculous. Yeah. And so remember we do this all for the kids. so remember we do this all for the kids. so remember we do this all for the kids. So we have a charity called Elevate our So we have a charity called Elevate our So we have a charity called Elevate our Kids. Just go to www.elevateourkids.org.

Kids. Just go to www.elevateourkids.org. Kids. Just go to www.elevateourkids.org. We're trying to help bridge the digital We're trying to help bridge the digital We're trying to help bridge the digital divide for kids, K through 12, and divide for kids, K through 12, and divide for kids, K through 12, and underserved and unserved communities. underserved and unserved communities. underserved and unserved communities. Yes, there are still things like this in Yes, there are still things like this in Yes, there are still things like this in this world despite all the tariffs and this world despite all the tariffs and this world despite all the tariffs and all this other stuff, all this other stuff, all this other stuff, geopolitical nonsense that's going on. geopolitical nonsense that's going on. geopolitical nonsense that's going on. There are people that um are in need. There are people that um are in need. There are people that um are in need. And so we're about helping them out. And And so we're about helping them out. And And so we're about helping them out. And hopefully that doesn't go out of style hopefully that doesn't go out of style hopefully that doesn't go out of style and fashion, right? I mean it seems like and fashion, right? I mean it seems like and fashion, right? I mean it seems like you you you know it is which is a little bit sad but know it is which is a little bit sad but know it is which is a little bit sad but anyways uh please consider donating. anyways uh please consider donating. anyways uh please consider donating. We're on a constant perpetual kind of We're on a constant perpetual kind of We're on a constant perpetual kind of like a software license that's a like a software license that's a like a software license that's a perpetual license. We're on a perpetual perpetual license. We're on a perpetual perpetual license. We're on a perpetual fundraising drive here. So please uh and fundraising drive here. So please uh and fundraising drive here. So please uh and of course if you're not into we would of course if you're not into we would of course if you're not into we would love we would love to to have someday love we would love to to have someday love we would love to to have someday when we don't have to do this. Yeah. when we don't have to do this. Yeah. when we don't have to do this. Yeah. Exactly. Exactly. have to shift our Exactly. Exactly. have to shift our Exactly. Exactly. have to shift our perpetual license to a subscription perpetual license to a subscription perpetual license to a subscription subscription based. Yeah, that's true.

subscription based. Yeah, that's true. subscription based. Yeah, that's true. Yeah. Go to a SAS Yeah. Go to a SAS Yeah. Go to a SAS model with Stephanie and say sit there model with Stephanie and say sit there model with Stephanie and say sit there go, "Yeah, listen. We just want to do go, "Yeah, listen. We just want to do go, "Yeah, listen. We just want to do this a subscription model for this a subscription model for this a subscription model for donations." Exactly. Same dude can do donations." Exactly. Same dude can do donations." Exactly. Same dude can do it. Why can't we? Actually, what we need it. Why can't we? Actually, what we need it. Why can't we? Actually, what we need to do is we need to fund raise so we can to do is we need to fund raise so we can to do is we need to fund raise so we can buy Steve a freaking mic. Dude, what do buy Steve a freaking mic. Dude, what do buy Steve a freaking mic. Dude, what do you you you Yeah, we're gonna we're gonna do a a fun Yeah, we're gonna we're gonna do a a fun Yeah, we're gonna we're gonna do a a fun for Steve. Yeah, for Steve. Yeah, for Steve. Yeah, sell some of your Bitcoin and upgrade sell some of your Bitcoin and upgrade sell some of your Bitcoin and upgrade your mic, man. Jeez. Anyways, your mic, man. Jeez. Anyways, your mic, man. Jeez. Anyways, you know, you have to thank AI because you know, you have to thank AI because you know, you have to thank AI because if it wasn't for AI and a lot of digital if it wasn't for AI and a lot of digital if it wasn't for AI and a lot of digital signal processing, we wouldn't be able signal processing, we wouldn't be able signal processing, we wouldn't be able to hear you at all. to hear you at all. to hear you at all. So, I don't want to ever hear you make So, I don't want to ever hear you make So, I don't want to ever hear you make fun of a digital signal processor on the fun of a digital signal processor on the fun of a digital signal processor on the show ever again. I need to hook you up, show ever again. I need to hook you up, show ever again. I need to hook you up, Steve, with my XLR setup. Steve, with my XLR setup. Steve, with my XLR setup. No, No, No, not better. No, no. Um, but uh anywh not better. No, no. Um, but uh anywh not better. No, no. Um, but uh anywh who, if you're not into charity, but who, if you're not into charity, but who, if you're not into charity, but you're into fashion, um, Pete, fashion you're into fashion, um, Pete, fashion you're into fashion, um, Pete, fashion is beautiful. Yes. Hoodie IoT coffee is beautiful. Yes. Hoodie IoT coffee is beautiful. Yes. Hoodie IoT coffee talkie. We also have red.

talkie. We also have red. talkie. We also have red. Yes. And we have equally as beautiful Yes. And we have equally as beautiful Yes. And we have equally as beautiful elevator kids hoodies and u par elevator kids hoodies and u par elevator kids hoodies and u par paraphernalia of all sorts. So yeah, go paraphernalia of all sorts. So yeah, go paraphernalia of all sorts. So yeah, go check out the site and then consider check out the site and then consider check out the site and then consider good for your entire, you know, family, good for your entire, you know, family, good for your entire, you know, family, your church or whatever your synagogue your church or whatever your synagogue your church or whatever your synagogue or or or uh whatever. And um anyways, let's get uh whatever. And um anyways, let's get uh whatever. And um anyways, let's get started. Hey, what's up guys? What's new started. Hey, what's up guys? What's new started. Hey, what's up guys? What's new other than uh other than uh other than uh tariffs? tariffs? tariffs? Tariffs. tariffs. Well, yeah. You know, Tariffs. tariffs. Well, yeah. You know, Tariffs. tariffs. Well, yeah. You know, it's interesting. I saw Oh, no. We lost it's interesting. I saw Oh, no. We lost it's interesting. I saw Oh, no. We lost Steve. I guess he he took our microphone Steve. I guess he he took our microphone Steve. I guess he he took our microphone comment personally. I'm here. I got to comment personally. I'm here. I got to comment personally. I'm here. I got to take it. I got Oh, there he is. Okay. take it. I got Oh, there he is. Okay. take it. I got Oh, there he is. Okay. Um, someone was talking about uh the Um, someone was talking about uh the Um, someone was talking about uh the impact of terrorists. It was it was a impact of terrorists. It was it was a impact of terrorists. It was it was a topic for us, too. It's like, you know, topic for us, too. It's like, you know, topic for us, too. It's like, you know, we're very dependent our funding for the we're very dependent our funding for the we're very dependent our funding for the AJI Foundation on on tech companies and, AJI Foundation on on tech companies and, AJI Foundation on on tech companies and, you know, people are going through a you know, people are going through a you know, people are going through a process right now to understand, you process right now to understand, you process right now to understand, you know, what's their supply chain look know, what's their supply chain look know, what's their supply chain look like and what's it really? How's it like and what's it really? How's it like and what's it really? How's it going to really impact the business? And going to really impact the business? And going to really impact the business? And so I think everyone's kind of have, you so I think everyone's kind of have, you so I think everyone's kind of have, you know, if you don't already have that know, if you don't already have that know, if you don't already have that process in place, which you should have process in place, which you should have process in place, which you should have had since co, it's kind of a good time had since co, it's kind of a good time had since co, it's kind of a good time to think about your supply chain and, to think about your supply chain and, to think about your supply chain and, uh, and how to make it, uh, more, uh, uh, and how to make it, uh, more, uh, uh, and how to make it, uh, more, uh, resilient to these kinds of buffeting resilient to these kinds of buffeting resilient to these kinds of buffeting winds, but um, we'll see. We'll see what winds, but um, we'll see. We'll see what winds, but um, we'll see. We'll see what happens. I don't know. Yeah. Yeah. It's happens. I don't know. Yeah. Yeah. It's happens. I don't know. Yeah. Yeah. It's too early to tell. Apple flew uh, I too early to tell. Apple flew uh, I too early to tell. Apple flew uh, I heard uh, six cargo planes of iPhones heard uh, six cargo planes of iPhones heard uh, six cargo planes of iPhones from India.

from India. from India. Yep. Uh in anticipation of the tariff Yep. Uh in anticipation of the tariff Yep. Uh in anticipation of the tariff that didn't happen. So for sure that that didn't happen. So for sure that that didn't happen. So for sure that cost are going to get passed down at cost are going to get passed down at cost are going to get passed down at some point, you know. Yeah. Yeah. I some point, you know. Yeah. Yeah. I some point, you know. Yeah. Yeah. I think coming from I have a little think coming from I have a little think coming from I have a little experience in the phone business and if experience in the phone business and if experience in the phone business and if you have to ship plane if you have to you have to ship plane if you have to you have to ship plane if you have to ship phones on planes, that's not a good ship phones on planes, that's not a good ship phones on planes, that's not a good sign. That's kind of like the most sign. That's kind of like the most sign. That's kind of like the most expensive way to ship phones. So uh Oh, expensive way to ship phones. So uh Oh, expensive way to ship phones. So uh Oh, yeah. They were in panic mode. But yeah, yeah. They were in panic mode. But yeah, yeah. They were in panic mode. But yeah, we'll see. We'll see. I don't know if we'll see. We'll see. I don't know if we'll see. We'll see. I don't know if you've seen all the Gen AI videos you've seen all the Gen AI videos you've seen all the Gen AI videos floating out there of like what the floating out there of like what the floating out there of like what the future looks like for the US where they future looks like for the US where they future looks like for the US where they have all these work US workers like have all these work US workers like have all these work US workers like building iPhones and have you seen building iPhones and have you seen building iPhones and have you seen those? No. those? No. those? No. Are they funny or they're like it's like Are they funny or they're like it's like Are they funny or they're like it's like they're in like this like a sweat shop, they're in like this like a sweat shop, they're in like this like a sweat shop, you know, and they're like stitching you know, and they're like stitching you know, and they're like stitching together Nike sneakers, you know, and uh together Nike sneakers, you know, and uh together Nike sneakers, you know, and uh all that stuff. And they they all have all that stuff. And they they all have all that stuff. And they they all have their MAGA hats on, you know. Yeah. their MAGA hats on, you know. Yeah. their MAGA hats on, you know. Yeah. Yeah. Yeah. Yeah, that's not going to Yeah. Yeah. Yeah, that's not going to Yeah. Yeah. Yeah, that's not going to happen. That's pretty crazy. Yeah, but happen. That's pretty crazy. Yeah, but happen. That's pretty crazy. Yeah, but you know that's geni to the rescue. So you know that's geni to the rescue. So you know that's geni to the rescue. So now we got that working for us which is now we got that working for us which is now we got that working for us which is good. Yeah. Well, I I'm certain good. Yeah. Well, I I'm certain good. Yeah. Well, I I'm certain regardless tariff or not, uncertainty is regardless tariff or not, uncertainty is regardless tariff or not, uncertainty is very expensive. So that is, you know, very expensive. So that is, you know, very expensive. So that is, you know, it's still going to cause inflated it's still going to cause inflated it's still going to cause inflated prices because companies have to spend a prices because companies have to spend a prices because companies have to spend a lot to prepare for this. Yeah. Um so lot to prepare for this. Yeah. Um so lot to prepare for this. Yeah. Um so just very going to be very expensive just very going to be very expensive just very going to be very expensive period.

Yeah, pretty much. I I I don't I but you Yeah, pretty much. I I I don't I but you know the the I think just the biggest know the the I think just the biggest know the the I think just the biggest question for every one um I think is question for every one um I think is question for every one um I think is really okay what what are we trying to really okay what what are we trying to really okay what what are we trying to achieve here because um doesn't look achieve here because um doesn't look achieve here because um doesn't look like it's working. Yeah. We don't know like it's working. Yeah. We don't know like it's working. Yeah. We don't know we don't know what we're trying to we don't know what we're trying to we don't know what we're trying to achieve. Yeah. It's well what we're achieve. Yeah. It's well what we're achieve. Yeah. It's well what we're trying to achieve is a concentration of trying to achieve is a concentration of trying to achieve is a concentration of uh wealth to the the wealthiest is uh wealth to the the wealthiest is uh wealth to the the wealthiest is that's what's that's what's being that's what's that's what's being that's what's that's what's being attempted and that's uh and the with the attempted and that's uh and the with the attempted and that's uh and the with the the ultra wealthy who are concentrating the ultra wealthy who are concentrating the ultra wealthy who are concentrating wealth now don't really care if their wealth now don't really care if their wealth now don't really care if their iPhone costs more money. So so that's iPhone costs more money. So so that's iPhone costs more money. So so that's kind of what's happening right now. So kind of what's happening right now. So kind of what's happening right now. So yeah, I mean, but I think it it the yeah, I mean, but I think it it the yeah, I mean, but I think it it the problem is rooted in this notion that problem is rooted in this notion that problem is rooted in this notion that didn't get dispelled running up to these didn't get dispelled running up to these didn't get dispelled running up to these tariffs is that um we pay for you know tariffs is that um we pay for you know tariffs is that um we pay for you know like the consumer uh pays for the tariff like the consumer uh pays for the tariff like the consumer uh pays for the tariff in some form ultimately and that that in some form ultimately and that that in some form ultimately and that that their their um affecting of their their their um affecting of their their their um affecting of their demand, right, and their ability to demand, right, and their ability to demand, right, and their ability to afford things and what they can afford afford things and what they can afford afford things and what they can afford with their disposable income goes down.

with their disposable income goes down. with their disposable income goes down. This is like basic freaking economics, This is like basic freaking economics, This is like basic freaking economics, right? And it's all the reasons why you right? And it's all the reasons why you right? And it's all the reasons why you don't if you're going to institute don't if you're going to institute don't if you're going to institute tariffs, it should be tactical. It tariffs, it should be tactical. It tariffs, it should be tactical. It shouldn't be unstrategic blanket. Yeah. shouldn't be unstrategic blanket. Yeah. shouldn't be unstrategic blanket. Yeah. Well, a good example I heard was, you Well, a good example I heard was, you Well, a good example I heard was, you know, I bought a I bought a cup of know, I bought a I bought a cup of know, I bought a I bought a cup of coffee from my local coffee house for coffee from my local coffee house for coffee from my local coffee house for three bucks and so I have a trade three bucks and so I have a trade three bucks and so I have a trade deficit of $3 with them. So, I slapped a deficit of $3 with them. So, I slapped a deficit of $3 with them. So, I slapped a 50% tariff on them in retaliation. uh 50% tariff on them in retaliation. uh 50% tariff on them in retaliation. uh because of the trade deficit. So now my because of the trade deficit. So now my because of the trade deficit. So now my coffee I bought from them cost 450. So coffee I bought from them cost 450. So coffee I bought from them cost 450. So there you go. Yeah. But then you're there you go. Yeah. But then you're there you go. Yeah. But then you're paying yourself. Yeah. paying yourself. Yeah. paying yourself. Yeah. Or someone else in your family. I showed Or someone else in your family. I showed Or someone else in your family. I showed them. I showed them. Now I pay 450 for them. I showed them. Now I pay 450 for them. I showed them. Now I pay 450 for my coffee instead of three bucks. So but my coffee instead of three bucks. So but my coffee instead of three bucks. So but I think that's where cuz you know if you I think that's where cuz you know if you I think that's where cuz you know if you go and you look at the comment section go and you look at the comment section go and you look at the comment section of a lot of these um news articles and of a lot of these um news articles and of a lot of these um news articles and we can't avoid them. That's the thing is we can't avoid them. That's the thing is we can't avoid them. That's the thing is these I mean the these things are being these I mean the these things are being these I mean the these things are being pushed upon us. um you you see some of pushed upon us. um you you see some of pushed upon us. um you you see some of the commentary and there is just the the commentary and there is just the the commentary and there is just the most ignorant stuff that you've ever most ignorant stuff that you've ever most ignorant stuff that you've ever seen in your life, you know, and I think seen in your life, you know, and I think seen in your life, you know, and I think that's that that that's the problem. All that's that that that's the problem. All that's that that that's the problem. All this ignorance continues to um support this ignorance continues to um support this ignorance continues to um support and fuel um you know, something that and fuel um you know, something that and fuel um you know, something that just doesn't look like it's meeting its just doesn't look like it's meeting its just doesn't look like it's meeting its objectives. But we'll see. I mean um I objectives. But we'll see. I mean um I objectives. But we'll see. I mean um I don't I'm more I'm leaning more toward don't I'm more I'm leaning more toward don't I'm more I'm leaning more toward history and basic economics. It doesn't history and basic economics. It doesn't history and basic economics. It doesn't even have to be advanced economics. This even have to be advanced economics. This even have to be advanced economics. This is basic economics. I I'll I'll 101.

is basic economics. I I'll I'll 101. is basic economics. I I'll I'll 101. This is econ 101, right? 101. Yeah. But This is econ 101, right? 101. Yeah. But This is econ 101, right? 101. Yeah. But um yeah, somebody one of the the late um yeah, somebody one of the the late um yeah, somebody one of the the late night guys did a a night guys did a a night guys did a a um like a a jaywalk type of thing based um like a a jaywalk type of thing based um like a a jaywalk type of thing based on this thing, right? They asked him, on this thing, right? They asked him, on this thing, right? They asked him, "Do you support the current uh tariff um "Do you support the current uh tariff um "Do you support the current uh tariff um uh policy?" And they said, "Yeah, yeah, uh policy?" And they said, "Yeah, yeah, uh policy?" And they said, "Yeah, yeah, totally, totally. Yeah, awesome." them. totally, totally. Yeah, awesome." them. totally, totally. Yeah, awesome." them. And so they asked them basic questions And so they asked them basic questions And so they asked them basic questions like who's who's the president who's the like who's who's the president who's the like who's who's the president who's the first president of the United States and first president of the United States and first president of the United States and they kept saying Abraham Lincoln and you they kept saying Abraham Lincoln and you they kept saying Abraham Lincoln and you know or some other you know like you know or some other you know like you know or some other you know like you know other more recent president but and know other more recent president but and know other more recent president but and then they did simple math and they then they did simple math and they then they did simple math and they couldn't do simple math and it was just couldn't do simple math and it was just couldn't do simple math and it was just like oh my gosh like oh my gosh like oh my gosh well it's you know education is well it's you know education is well it's you know education is um you know empowerment through um you know empowerment through um you know empowerment through knowledge that's what we always say it's knowledge that's what we always say it's knowledge that's what we always say it's like you know getting people educated is like you know getting people educated is like you know getting people educated is kind of the baseline for any societ kind of the baseline for any societ kind of the baseline for any societ society and uh unfortunately as we know society and uh unfortunately as we know society and uh unfortunately as we know it's um in short supply in many cases. it's um in short supply in many cases. it's um in short supply in many cases. So, uh, well, but but here's the here's So, uh, well, but but here's the here's So, uh, well, but but here's the here's the challenge is like, and this is the the challenge is like, and this is the the challenge is like, and this is the issue with a lot of these LLMs that are issue with a lot of these LLMs that are issue with a lot of these LLMs that are being used as a basis of truth, right, being used as a basis of truth, right, being used as a basis of truth, right, which they never should be, is that the which they never should be, is that the which they never should be, is that the the reference or the standard for what the reference or the standard for what the reference or the standard for what is true or factual is going to be ba is true or factual is going to be ba is true or factual is going to be ba based on statistical consensus amongst based on statistical consensus amongst based on statistical consensus amongst um what has been published out there. So um what has been published out there. So um what has been published out there. So if you have all these uh LLMs or these u if you have all these uh LLMs or these u if you have all these uh LLMs or these u GPT, you know, chat GPT type uh chat

GPT, you know, chat GPT type uh chat GPT, you know, chat GPT type uh chat bots that are scraping the internet, bots that are scraping the internet, bots that are scraping the internet, including the comment section of some of including the comment section of some of including the comment section of some of uh some of these uh news sites, man, are uh some of these uh news sites, man, are uh some of these uh news sites, man, are we in trouble? Do you know what I'm we in trouble? Do you know what I'm we in trouble? Do you know what I'm saying? And so yeah, there was a saying? And so yeah, there was a saying? And so yeah, there was a reporter uh I can't reporter uh I can't reporter uh I can't remember remember remember her the the company I can't remember the news the company I can't remember the news agency but she report she posts stuff on agency but she report she posts stuff on agency but she report she posts stuff on LinkedIn and she writes or things LinkedIn and she writes or things LinkedIn and she writes or things interesting and I can't remember it was interesting and I can't remember it was interesting and I can't remember it was probably a article about Terra and um I probably a article about Terra and um I probably a article about Terra and um I was reading the comments and you know was reading the comments and you know was reading the comments and you know there was like all this, you know, yeah, there was like all this, you know, yeah, there was like all this, you know, yeah, you know, should I say cars are great, you know, should I say cars are great, you know, should I say cars are great, blah, blah, blah. And I was looking at blah, blah, blah. And I was looking at blah, blah, blah. And I was looking at the the the the the the commenters and I noticed that none of commenters and I noticed that none of commenters and I noticed that none of them were like in my network and it was them were like in my network and it was them were like in my network and it was just weird, you know, the the the just weird, you know, the the the just weird, you know, the the the cadence of what they were saying sounded cadence of what they were saying sounded cadence of what they were saying sounded very similar, like kind of just super very similar, like kind of just super very similar, like kind of just super rahrrah crazy kind of. And so, yeah, I rahrrah crazy kind of. And so, yeah, I rahrrah crazy kind of. And so, yeah, I started looking I started looking at the started looking I started looking at the started looking I started looking at the comments and they were all like, you comments and they were all like, you comments and they were all like, you know, Earl's lawn care from Idaho, but know, Earl's lawn care from Idaho, but know, Earl's lawn care from Idaho, but they only had like two followers.

they only had like two followers. they only had like two followers. Yeah. Yeah. Yeah. Bots on LinkedIn. I'm Yeah. Yeah. Yeah. Bots on LinkedIn. I'm Yeah. Yeah. Yeah. Bots on LinkedIn. I'm like, these are all bots. These are all like, these are all bots. These are all like, these are all bots. These are all bots. All bots. And I told her, I sent bots. All bots. And I told her, I sent bots. All bots. And I told her, I sent her a letter. I sent her a message. I her a letter. I sent her a message. I her a letter. I sent her a message. I was like, hey, do you realize that that was like, hey, do you realize that that was like, hey, do you realize that that the the commenters who are who are the the commenters who are who are the the commenters who are who are against your post are all bots? against your post are all bots? against your post are all bots? I like that's like a story in and of I like that's like a story in and of I like that's like a story in and of itself. Like those comments away. It was itself. Like those comments away. It was itself. Like those comments away. It was is more a more diverse, you know, is more a more diverse, you know, is more a more diverse, you know, nuanced group of people making comments nuanced group of people making comments nuanced group of people making comments as opposed to just kind of spitting out as opposed to just kind of spitting out as opposed to just kind of spitting out um like talking points. Basically, it's um like talking points. Basically, it's um like talking points. Basically, it's called fake. That's what we're That's called fake. That's what we're That's called fake. That's what we're That's what's happening. It's fake fame. It's what's happening. It's fake fame. It's what's happening. It's fake fame. It's fake influence. Fake fame. We we we fake influence. Fake fame. We we we fake influence. Fake fame. We we we talked about this, right, Debbie? There talked about this, right, Debbie? There talked about this, right, Debbie? There are people out there who are buying. I are people out there who are buying. I are people out there who are buying. I mean, it it's they're buying those that mean, it it's they're buying those that mean, it it's they're buying those that engagement, right? You know what I'm engagement, right? You know what I'm engagement, right? You know what I'm saying? They literally are. And then saying? They literally are. And then saying? They literally are. And then they turn around and they sell it to um they turn around and they sell it to um they turn around and they sell it to um a customer and they say, "Hey, look, a customer and they say, "Hey, look, a customer and they say, "Hey, look, look at all this influence I have, but look at all this influence I have, but look at all this influence I have, but it's all fabricated and bot driven." And it's all fabricated and bot driven." And it's all fabricated and bot driven." And you know, I mean, if someone hasn't you know, I mean, if someone hasn't you know, I mean, if someone hasn't like, you know, these people have like like, you know, these people have like like, you know, these people have like two followers, zero followers, they've two followers, zero followers, they've two followers, zero followers, they've never posted anything ever. I'm like, I never posted anything ever. I'm like, I never posted anything ever. I'm like, I don't have to be a I don't have to have don't have to be a I don't have to have don't have to be a I don't have to have a super algorithm to know this is a fake a super algorithm to know this is a fake a super algorithm to know this is a fake person.

person. person. Yeah, that's true. Yeah. So, yeah, we Yeah, that's true. Yeah. So, yeah, we Yeah, that's true. Yeah. So, yeah, we deal with a lot of issues, but um yeah, deal with a lot of issues, but um yeah, deal with a lot of issues, but um yeah, last week we talked about how the last week we talked about how the last week we talked about how the tariffs are imp impacting the world of tariffs are imp impacting the world of tariffs are imp impacting the world of IoT, especially in the US. And Steve, IoT, especially in the US. And Steve, IoT, especially in the US. And Steve, you you brought up some really great you you brought up some really great you you brought up some really great points, but I I was thinking, why don't points, but I I was thinking, why don't points, but I I was thinking, why don't we try to be uh constructive and we try to be uh constructive and we try to be uh constructive and positive here? And you know, Rob, you positive here? And you know, Rob, you positive here? And you know, Rob, you and I have been talking about the rec and I have been talking about the rec and I have been talking about the rec the sort of the IoT renaissance, the sort of the IoT renaissance, the sort of the IoT renaissance, right? Right. Like, so what the hell right? Right. Like, so what the hell right? Right. Like, so what the hell does that look like? What do we think does that look like? What do we think does that look like? What do we think that looks like in the midst of all of that looks like in the midst of all of that looks like in the midst of all of this turmoil and stuff? I mean, because, this turmoil and stuff? I mean, because, this turmoil and stuff? I mean, because, you know, before all this was happening, you know, before all this was happening, you know, before all this was happening, I think we were kind, you and I were I think we were kind, you and I were I think we were kind, you and I were kind of hopeful, right? We were going, kind of hopeful, right? We were going, kind of hopeful, right? We were going, "Oh, you know what? Something might be "Oh, you know what? Something might be "Oh, you know what? Something might be happening here." here. And I think the happening here." here. And I think the happening here." here. And I think the um you know, the rest of you guys may um you know, the rest of you guys may um you know, the rest of you guys may also agree that also agree that also agree that um IoT might be poised for some um IoT might be poised for some um IoT might be poised for some substantial resurgence. But what do you substantial resurgence. But what do you substantial resurgence. But what do you guys think?

We need to make IoT devices in America. We need to make IoT devices in America. That's what we need to do. That's how That's what we need to do. That's how That's what we need to do. That's how you get the freaking Renaissance. you get the freaking Renaissance. you get the freaking Renaissance. Yeah. Where do you get the chips from? Yeah. Where do you get the chips from? Yeah. Where do you get the chips from? We're going to make them. Exactly. Yeah. We're going to make them. Exactly. Yeah. We're going to make them. Exactly. Yeah. All right, we're going to make it in All right, we're going to make it in All right, we're going to make it in Texas eight years from now. Eight years Texas eight years from now. Eight years Texas eight years from now. Eight years from now. That's great. That's not like from now. That's great. That's not like from now. That's great. That's not like a today thing. So, a today thing. So, a today thing. So, um Well, Intel needs customers. um Well, Intel needs customers. um Well, Intel needs customers. Yeah. Intel's going to got, you know, Yeah. Intel's going to got, you know, Yeah. Intel's going to got, you know, 18A is right around the corner. Yeah. 18A is right around the corner. Yeah. 18A is right around the corner. Yeah. Well, we don't we don't even need 18A Well, we don't we don't even need 18A Well, we don't we don't even need 18A for that. They have a bunch of old fabs for that. They have a bunch of old fabs for that. They have a bunch of old fabs and old equipment, old process and old equipment, old process and old equipment, old process technology. Don't need 18. Yeah. I mean, technology. Don't need 18. Yeah. I mean, technology. Don't need 18. Yeah. I mean, 386 chips, huh? We'll use 38 386 chips, huh? We'll use 38 386 chips, huh? We'll use 38 chips for all our embedded chips for all our embedded chips for all our embedded devices fired back up. Yeah. Yeah. I devices fired back up. Yeah. Yeah. I devices fired back up. Yeah. Yeah. I mean, we got So, we got fabrication for mean, we got So, we got fabrication for mean, we got So, we got fabrication for chips in California. We've got several chips in California. We've got several chips in California. We've got several of them in Austin that actually go way of them in Austin that actually go way of them in Austin that actually go way back in time even. Um, you know, back in time even. Um, you know, back in time even. Um, you know, obviously Samsung could do manufacturing obviously Samsung could do manufacturing obviously Samsung could do manufacturing in Austin to get stuff out the door.

in Austin to get stuff out the door. in Austin to get stuff out the door. It'll be interesting to see how Samsung, It'll be interesting to see how Samsung, It'll be interesting to see how Samsung, you know, you've seen a lot of people you know, you've seen a lot of people you know, you've seen a lot of people posting the diff between pricing between posting the diff between pricing between posting the diff between pricing between Apple and Samsung moving forward based Apple and Samsung moving forward based Apple and Samsung moving forward based on, you know, different tariffs, right? on, you know, different tariffs, right? on, you know, different tariffs, right? Oh, and you know, I really got to turn Oh, and you know, I really got to turn Oh, and you know, I really got to turn this around so you guys can see Mount this around so you guys can see Mount this around so you guys can see Mount Shasta. Y'all see that? Oh, wow. Yeah. Shasta. Y'all see that? Oh, wow. Yeah. Shasta. Y'all see that? Oh, wow. Yeah. Yeah. Yeah. Cool. That beautiful sort Yeah. Yeah. Cool. That beautiful sort Yeah. Yeah. Cool. That beautiful sort of. Yeah, it's a bit pixelated, but you of. Yeah, it's a bit pixelated, but you of. Yeah, it's a bit pixelated, but you can see can see can see connectivity is not great out here. But connectivity is not great out here. But connectivity is not great out here. But I mean I mean Apple can't even make I mean I mean Apple can't even make I mean I mean Apple can't even make their phone without Samsung chips. their phone without Samsung chips. their phone without Samsung chips. That's right. That's right. Exactly. That's right. That's right. Exactly. That's right. That's right. Exactly. So Samsung, you know, I mean, obviously So Samsung, you know, I mean, obviously So Samsung, you know, I mean, obviously they do their own manufacturing in they do their own manufacturing in they do their own manufacturing in Korea. They do manufacturing in Vietnam Korea. They do manufacturing in Vietnam Korea. They do manufacturing in Vietnam for a lot of devices. Um, but they've for a lot of devices. Um, but they've for a lot of devices. Um, but they've got they've got facilities in Austin. got they've got facilities in Austin. got they've got facilities in Austin. Um, but how much do they import? I mean, Um, but how much do they import? I mean, Um, but how much do they import? I mean, that's a that's the it's a circular that's a that's the it's a circular that's a that's the it's a circular conversation, right? I mean, if you're conversation, right? I mean, if you're conversation, right? I mean, if you're going to say that you're going to going to say that you're going to going to say that you're going to manufacture and it's got to be made, manufacture and it's got to be made, manufacture and it's got to be made, then your substrates and everything else then your substrates and everything else then your substrates and everything else needs to be USORN and we're not equipped needs to be USORN and we're not equipped needs to be USORN and we're not equipped for that.

Yeah, that's and and that's the the Yeah, that's and and that's the the issue that we had years back when there issue that we had years back when there issue that we had years back when there was the early discussion around the was the early discussion around the was the early discussion around the chips act and how to bring you know chips act and how to bring you know chips act and how to bring you know Intel and Pat Gelling were talking about Intel and Pat Gelling were talking about Intel and Pat Gelling were talking about how do we bring how do we bring how do we bring semiconductor manufacturing back on semiconductor manufacturing back on semiconductor manufacturing back on shore right or back into the US and they shore right or back into the US and they shore right or back into the US and they generalized everything so much where you generalized everything so much where you generalized everything so much where you had Biden go up on stage and say, "Hey, had Biden go up on stage and say, "Hey, had Biden go up on stage and say, "Hey, look, our automotive supply chain is at look, our automotive supply chain is at look, our automotive supply chain is at a or auto automotive manufacturing is at a or auto automotive manufacturing is at a or auto automotive manufacturing is at a standstill. They, you know, these a standstill. They, you know, these a standstill. They, you know, these factories have to shut down because this factories have to shut down because this factories have to shut down because this chip that's 50 cents, right?" chip that's 50 cents, right?" chip that's 50 cents, right?" And then under the same breath, they're And then under the same breath, they're And then under the same breath, they're talking about uh semiconductor talking about uh semiconductor talking about uh semiconductor technology and manufacturing leadership technology and manufacturing leadership technology and manufacturing leadership and all of that is leading edge stuff and all of that is leading edge stuff and all of that is leading edge stuff which at the time uh um Intel didn't which at the time uh um Intel didn't which at the time uh um Intel didn't have and arguably still doesn't have but have and arguably still doesn't have but have and arguably still doesn't have but and that's why you know we brought t you and that's why you know we brought t you and that's why you know we brought t you know we brought know we brought know we brought and subsidized and subsidized and subsidized um TSMC and Samsung right and I think a um TSMC and Samsung right and I think a um TSMC and Samsung right and I think a lot of people are forgetting this who lot of people are forgetting this who lot of people are forgetting this who don't track the semiconductor industry, don't track the semiconductor industry, don't track the semiconductor industry, but where where does where does where but where where does where does where but where where does where does where does Broadcom do most of its stuff?

does Broadcom do most of its stuff? does Broadcom do most of its stuff? Broadcom? What do you mean? Like a lot Broadcom? What do you mean? Like a lot Broadcom? What do you mean? Like a lot of a lot of the chips that we use in of a lot of the chips that we use in of a lot of the chips that we use in devices come are manufactured by devices come are manufactured by devices come are manufactured by Broadcom. Yes. Okay. Yeah. Taiwan. Yeah. Broadcom. Yes. Okay. Yeah. Taiwan. Yeah. Broadcom. Yes. Okay. Yeah. Taiwan. Yeah. Okay. And then I think a lot of it tends Okay. And then I think a lot of it tends Okay. And then I think a lot of it tends to be more leading edge. They have a lot to be more leading edge. They have a lot to be more leading edge. They have a lot of trailing edge stuff, but then in of trailing edge stuff, but then in of trailing edge stuff, but then in terms of like boards and all the devices terms of like boards and all the devices terms of like boards and all the devices that they make, you know, um a lot of it that they make, you know, um a lot of it that they make, you know, um a lot of it is packaged and assembled in um is packaged and assembled in um is packaged and assembled in um Southeast Asia and China. So, and that Southeast Asia and China. So, and that Southeast Asia and China. So, and that stuff is like super commodity and stuff is like super commodity and stuff is like super commodity and they're really good at that stuff in in they're really good at that stuff in in they're really good at that stuff in in um in Asia, right? And the economics um in Asia, right? And the economics um in Asia, right? And the economics work out. The thing is here it's it's work out. The thing is here it's it's work out. The thing is here it's it's expensive. I mean there's a reason why expensive. I mean there's a reason why expensive. I mean there's a reason why they do it right there was an economic they do it right there was an economic they do it right there was an economic reason why reason why reason why um so that but for IoT how many I mean I um so that but for IoT how many I mean I um so that but for IoT how many I mean I guess the hope would have to be and I guess the hope would have to be and I guess the hope would have to be and I think Qualcomm's kind of doing this is think Qualcomm's kind of doing this is think Qualcomm's kind of doing this is to uh take these IoT architectures to uh take these IoT architectures to uh take these IoT architectures um you know up the chain toward toward um you know up the chain toward toward um you know up the chain toward toward more premium and then maybe uh using more premium and then maybe uh using more premium and then maybe uh using distributor architectures to centralize distributor architectures to centralize distributor architectures to centralize the the the well yeah distributed architectures to well yeah distributed architectures to well yeah distributed architectures to more uh more uh more uh centrally have a lot of the AI compute centrally have a lot of the AI compute centrally have a lot of the AI compute or uh processing analytics done more

or uh processing analytics done more or uh processing analytics done more centrally and more adaptively across but centrally and more adaptively across but centrally and more adaptively across but then that's like a huge lifted shift in then that's like a huge lifted shift in then that's like a huge lifted shift in and of itself right that's a brownfield and of itself right that's a brownfield and of itself right that's a brownfield you're going up against a brown field so you're going up against a brown field so you're going up against a brown field so um that's not going to happen overnight um that's not going to happen overnight um that's not going to happen overnight either. So, but also the tariff, you either. So, but also the tariff, you either. So, but also the tariff, you know, situation affects the hardware know, situation affects the hardware know, situation affects the hardware much more than the software, right? So, much more than the software, right? So, much more than the software, right? So, so in that sense, like the software part so in that sense, like the software part so in that sense, like the software part of this in of of business, which is, you of this in of of business, which is, you of this in of of business, which is, you know, I guess I'm a little biased. I know, I guess I'm a little biased. I know, I guess I'm a little biased. I would say the most important part um would say the most important part um would say the most important part um isn't really affected by tariffs, right? isn't really affected by tariffs, right? isn't really affected by tariffs, right? So now it's really talking about device So now it's really talking about device So now it's really talking about device cost and and you know and device cost is cost and and you know and device cost is cost and and you know and device cost is going to go up with all this going to go up with all this going to go up with all this complexity unless you know the the complexity unless you know the the complexity unless you know the the winners will be those that have those winners will be those that have those winners will be those that have those really flexible supply chains where they really flexible supply chains where they really flexible supply chains where they can source from you know India or source can source from you know India or source can source from you know India or source from Vietnam or source from wherever and from Vietnam or source from wherever and from Vietnam or source from wherever and they've built this resiliency into their they've built this resiliency into their they've built this resiliency into their supply chains and they'll they'll have a supply chains and they'll they'll have a supply chains and they'll they'll have a competitive advantage and so like the competitive advantage and so like the competitive advantage and so like the you know every I'm sure every device you know every I'm sure every device you know every I'm sure every device builder these days has some sort of kind builder these days has some sort of kind builder these days has some sort of kind of geopolitical tariff strategy team of geopolitical tariff strategy team of geopolitical tariff strategy team that's kind of working these issues, that's kind of working these issues, that's kind of working these issues, right? U but the software part is not right? U but the software part is not right? U but the software part is not not affected and so you know so this may not affected and so you know so this may not affected and so you know so this may not be you know this may not be the big not be you know this may not be the big not be you know this may not be the big hindrance that people think it is. I hindrance that people think it is. I hindrance that people think it is. I think for IoT and for edge devices where think for IoT and for edge devices where think for IoT and for edge devices where the cost of the capex cost is less. I the cost of the capex cost is less. I the cost of the capex cost is less. I think when you get into higher priced, think when you get into higher priced, think when you get into higher priced, you know, manufacturing equipment like, you know, manufacturing equipment like, you know, manufacturing equipment like, you know, cucka robots and you know, cucka robots and you know, cucka robots and million-dollar things, then that's a million-dollar things, then that's a million-dollar things, then that's a different issue. But at that point, different issue. But at that point, different issue. But at that point, that's kind of an enterprise expense

that's kind of an enterprise expense that's kind of an enterprise expense with depreciation and tax breaks and with depreciation and tax breaks and with depreciation and tax breaks and yada yada yada. I think where that the yada yada yada. I think where that the yada yada yada. I think where that the tariff stuff really hits people most. tariff stuff really hits people most. tariff stuff really hits people most. It's not necessarily an enterprise IoT, It's not necessarily an enterprise IoT, It's not necessarily an enterprise IoT, but it's more consumer goods. I think but it's more consumer goods. I think but it's more consumer goods. I think it's more consumer goods, frankly. I it's more consumer goods, frankly. I it's more consumer goods, frankly. I think it's the the the end cap at the think it's the the the end cap at the think it's the the the end cap at the Home Depot, all that shit's going to be Home Depot, all that shit's going to be Home Depot, all that shit's going to be 50% more. So yeah, as long as we long as 50% more. So yeah, as long as we long as 50% more. So yeah, as long as we long as we can keep the market manipulation we can keep the market manipulation we can keep the market manipulation away, then yeah. No, that's already away, then yeah. No, that's already away, then yeah. No, that's already happening, Bill. Sorry. Yes. Also, got happening, Bill. Sorry. Yes. Also, got happening, Bill. Sorry. Yes. Also, got to bake that in. I mean, I I I agree to bake that in. I mean, I I I agree to bake that in. I mean, I I I agree that probably most of the hit will be that probably most of the hit will be that probably most of the hit will be hardware, but there are because there hardware, but there are because there hardware, but there are because there are so many like tariffs going around. are so many like tariffs going around. are so many like tariffs going around. There are also some uh import controls, There are also some uh import controls, There are also some uh import controls, export controls that are being put on export controls that are being put on export controls that are being put on software and algorithms and stuff like software and algorithms and stuff like software and algorithms and stuff like that. So yeah, that's true. There is that. So yeah, that's true. There is that. So yeah, that's true. There is that is an impact definitely. that is an impact definitely. that is an impact definitely. Yeah, it's more complicated. We don't Yeah, it's more complicated. We don't Yeah, it's more complicated. We don't know how much you ship your stuff, know how much you ship your stuff, know how much you ship your stuff, right? Because you're not sure whether right? Because you're not sure whether right? Because you're not sure whether you can ship where anymore. Um from a you can ship where anymore. Um from a you can ship where anymore. Um from a security and encryption perspective. security and encryption perspective. security and encryption perspective. Yeah. Same people talking about export Yeah. Same people talking about export Yeah. Same people talking about export controls lingally on software and I controls lingally on software and I controls lingally on software and I don't know if they're talking about don't know if they're talking about don't know if they're talking about something different or new because we've something different or new because we've something different or new because we've always had export controls on software always had export controls on software always had export controls on software and and crypto and algorithms and stuff and and crypto and algorithms and stuff and and crypto and algorithms and stuff like that. So I'm not sure if they're like that. So I'm not sure if they're like that. So I'm not sure if they're talking about new new different ones.

talking about new new different ones. talking about new new different ones. Yeah, we're talking about new new Yeah, we're talking about new new Yeah, we're talking about new new different ones. Okay. Yeah, a lot of it different ones. Okay. Yeah, a lot of it different ones. Okay. Yeah, a lot of it related to the um related to the um related to the um um the AI open source well open and um the AI open source well open and um the AI open source well open and closed, you know, the closed, you know, the closed, you know, the um the um actually access to models, um the um actually access to models, um the um actually access to models, weights, data sets, etc., etc. I mean, weights, data sets, etc., etc. I mean, weights, data sets, etc., etc. I mean, those are like sort of net new things. those are like sort of net new things. those are like sort of net new things. And you know when Biden before Biden And you know when Biden before Biden And you know when Biden before Biden left office, he instituted that um left office, he instituted that um left office, he instituted that um executive order, right? Uh to restrict executive order, right? Uh to restrict executive order, right? Uh to restrict the the um the the um the the um um access. Yeah. Yeah. Yeah. But then it um access. Yeah. Yeah. Yeah. But then it um access. Yeah. Yeah. Yeah. But then it got like a bunch of things really got like a bunch of things really got like a bunch of things really confused and weird. confused and weird. confused and weird. So Oh, my audio is going in and out. Oh, So Oh, my audio is going in and out. Oh, So Oh, my audio is going in and out. Oh, sorry. Um what are these H2O? One of sorry. Um what are these H2O? One of sorry. Um what are these H2O? One of these H2O chips from Nvidia that I'm these H2O chips from Nvidia that I'm these H2O chips from Nvidia that I'm reading about in the last two days that reading about in the last two days that reading about in the last two days that might be okay for China.

Assuming you could hear me. Check. Yeah, Assuming you could hear me. Check. Yeah, we can hear you. Okay. Okay. we can hear you. Okay. Okay. we can hear you. Okay. Okay. Better. Yep. I don't know why the volume Better. Yep. I don't know why the volume Better. Yep. I don't know why the volume was like set really was like set really was like set really low. low. low. Great. Yeah. The uh the Great. Yeah. The uh the Great. Yeah. The uh the H20. Is that what you're talking about? H20. Is that what you're talking about? H20. Is that what you're talking about? Yeah. Yeah. Whatever that is. I've just Yeah. Yeah. Whatever that is. I've just Yeah. Yeah. Whatever that is. I've just I've been reading about those. So, like I've been reading about those. So, like I've been reading about those. So, like this might be okay, good to go for this might be okay, good to go for this might be okay, good to go for China. Yeah. It sounds like Jensen had a China. Yeah. It sounds like Jensen had a China. Yeah. It sounds like Jensen had a a dinner at Mara Lago and then uh you a dinner at Mara Lago and then uh you a dinner at Mara Lago and then uh you know made a a deal that uh allowed that know made a a deal that uh allowed that know made a a deal that uh allowed that to happen. to happen. to happen. So, I guess everyone I wonder how much So, I guess everyone I wonder how much So, I guess everyone I wonder how much uh how much cryptocoin he had to buy to uh how much cryptocoin he had to buy to uh how much cryptocoin he had to buy to get that deal closed. get that deal closed. get that deal closed. Trump coin Trump Trump coin Trump Trump coin Trump I don't know maybe sometimes you got to go do negotiations sometimes you got to go do negotiations at the White House in Florida you know at the White House in Florida you know at the White House in Florida you know yeah well you got to do what you got to yeah well you got to do what you got to yeah well you got to do what you got to do right it's business is business do right it's business is business do right it's business is business whoever you got to talk to whoever you whoever you got to talk to whoever you whoever you got to talk to whoever you got to deal with there Shasta from the got to deal with there Shasta from the got to deal with there Shasta from the side view side view side view yeah that's yeah that's yeah that's awesome no but you know but you know awesome no but you know but you know awesome no but you know but you know you're right but um There's different you're right but um There's different you're right but um There's different styles of doing that and you have to styles of doing that and you have to styles of doing that and you have to just adapt to this the particular one just adapt to this the particular one just adapt to this the particular one that is is um the style of the Trump that is is um the style of the Trump that is is um the style of the Trump Trump administration. So it is what it Trump administration. So it is what it Trump administration. So it is what it is, you know, sort of we're better off, is, you know, sort of we're better off, is, you know, sort of we're better off, right? It is. You don't you just got hey

right? It is. You don't you just got hey right? It is. You don't you just got hey this is the game and this is how I got this is the game and this is how I got this is the game and this is how I got to play the game and yeah I'm gonna be to play the game and yeah I'm gonna be to play the game and yeah I'm gonna be in Mara Lago and if I need to you know in Mara Lago and if I need to you know in Mara Lago and if I need to you know I'm sure a lot of tech CEOs and others I'm sure a lot of tech CEOs and others I'm sure a lot of tech CEOs and others have lots of dinners lined up with Trump have lots of dinners lined up with Trump have lots of dinners lined up with Trump and his team. Yeah. Yeah. As long as and his team. Yeah. Yeah. As long as and his team. Yeah. Yeah. As long as they have their chassity belt off. I'm sorry. I'm I mean I can't help it. I'm sorry. I'm I mean I can't help it. Want to make sure the show doesn't get Want to make sure the show doesn't get Want to make sure the show doesn't get super political. Yeah, not at all. We super political. Yeah, not at all. We super political. Yeah, not at all. We got we gota we got to re restrain got we gota we got to re restrain got we gota we got to re restrain ourselves. It's so tough though um when ourselves. It's so tough though um when ourselves. It's so tough though um when it just all becomes about business, it just all becomes about business, it just all becomes about business, right? But yeah, you're right. You're right? But yeah, you're right. You're right? But yeah, you're right. You're right, Rob. We just got to be as right, Rob. We just got to be as right, Rob. We just got to be as neutral. But again, going back to what neutral. But again, going back to what neutral. But again, going back to what is it that we can do to uh provide is it that we can do to uh provide is it that we can do to uh provide insight to our audience about how to insight to our audience about how to insight to our audience about how to navigate this stuff because, you know, navigate this stuff because, you know, navigate this stuff because, you know, most most folks aren't going to be able most most folks aren't going to be able most most folks aren't going to be able to go and have dinner uh with the to go and have dinner uh with the to go and have dinner uh with the president u to negotiate or plead their president u to negotiate or plead their president u to negotiate or plead their case uh in the lights of the the case uh in the lights of the the case uh in the lights of the the tariffs, but their businesses are going tariffs, but their businesses are going tariffs, but their businesses are going to be impacted. But I I I don't know, to be impacted. But I I I don't know, to be impacted. But I I I don't know, Steve, any any ideas from last week that Steve, any any ideas from last week that Steve, any any ideas from last week that you could build upon on last week? You you could build upon on last week? You you could build upon on last week? You see anything that some of uh the folks see anything that some of uh the folks see anything that some of uh the folks that you're interfacing with or are, you that you're interfacing with or are, you that you're interfacing with or are, you know, instituting in terms of know, instituting in terms of know, instituting in terms of adjustments or strategies to mitigate adjustments or strategies to mitigate adjustments or strategies to mitigate the impacts of the tariffs. Well, the I the impacts of the tariffs. Well, the I the impacts of the tariffs. Well, the I I think you hit it hit it perfectly on I think you hit it hit it perfectly on I think you hit it hit it perfectly on the alternatives for products, right?

the alternatives for products, right? the alternatives for products, right? So, a lot of people are looking at So, a lot of people are looking at So, a lot of people are looking at Canadian-based companies or Eastern Canadian-based companies or Eastern Canadian-based companies or Eastern European companies where the tariffs European companies where the tariffs European companies where the tariffs were so much lower than Asia. And so, were so much lower than Asia. And so, were so much lower than Asia. And so, you're seeing the Telonicas of the world you're seeing the Telonicas of the world you're seeing the Telonicas of the world and some of the other like cradle point, and some of the other like cradle point, and some of the other like cradle point, you know, coming out of Ericson instead, you know, coming out of Ericson instead, you know, coming out of Ericson instead, uh, where those where you're trying to uh, where those where you're trying to uh, where those where you're trying to find alternative routers and gateways find alternative routers and gateways find alternative routers and gateways for your deployments there. The sensors for your deployments there. The sensors for your deployments there. The sensors are going to be interesting. So I was are going to be interesting. So I was are going to be interesting. So I was talking to a a friend of mine from a talking to a a friend of mine from a talking to a a friend of mine from a French sensorbased company and you know French sensorbased company and you know French sensorbased company and you know they're looking at alternative sources they're looking at alternative sources they're looking at alternative sources as well. So a lot of the onus goes on as well. So a lot of the onus goes on as well. So a lot of the onus goes on the distribution. the distribution. the distribution. How are you where what are they sourcing How are you where what are they sourcing How are you where what are they sourcing to compensate for that? And then the to compensate for that? And then the to compensate for that? And then the other big thing is a com is a other big thing is a com is a other big thing is a com is a continuation of what I did say last continuation of what I did say last continuation of what I did say last Friday which was I've heard more OPEX Friday which was I've heard more OPEX Friday which was I've heard more OPEX related bundling with hardware included related bundling with hardware included related bundling with hardware included discussions this week and so I do think discussions this week and so I do think discussions this week and so I do think that people are getting innovative to that people are getting innovative to that people are getting innovative to add the bundling price and that may go add the bundling price and that may go add the bundling price and that may go up some percentage to cover it but that up some percentage to cover it but that up some percentage to cover it but that get reduces your capex on products that get reduces your capex on products that get reduces your capex on products that are affected by the tariff are affected by the tariff are affected by the tariff significantly.

significantly. significantly. Yeah. Yeah. Well, but I do think that Yeah. Yeah. Well, but I do think that Yeah. Yeah. Well, but I do think that the I think you know, Pete, you're the I think you know, Pete, you're the I think you know, Pete, you're you're 100% right. I think the consumer you're 100% right. I think the consumer you're 100% right. I think the consumer aspect of this is going to be dramatic. aspect of this is going to be dramatic. aspect of this is going to be dramatic. I think that you're going to walk into I think that you're going to walk into I think that you're going to walk into Best Buy, you're going to walk into the Best Buy, you're going to walk into the Best Buy, you're going to walk into the Apple store, you're not going to be Apple store, you're not going to be Apple store, you're not going to be buying the Ring doorbell going to be buying the Ring doorbell going to be buying the Ring doorbell going to be correct. The Google, you know, the correct. The Google, you know, the correct. The Google, you know, the Amazon store, you know, all that is Amazon store, you know, all that is Amazon store, you know, all that is going to be affected dramatically. going to be affected dramatically. going to be affected dramatically. again over some period of time when the again over some period of time when the again over some period of time when the supply shelves drop because the boats supply shelves drop because the boats supply shelves drop because the boats aren't delivering more supplies, right? aren't delivering more supplies, right? aren't delivering more supplies, right? So, yeah, I think there's also a little So, yeah, I think there's also a little So, yeah, I think there's also a little bit of a psychological impact. Like I bit of a psychological impact. Like I bit of a psychological impact. Like I said, people are not sure exactly what's said, people are not sure exactly what's said, people are not sure exactly what's going on. So, I think people are going going on. So, I think people are going going on. So, I think people are going to pull back spending a little bit or to pull back spending a little bit or to pull back spending a little bit or sort of like, well, can I push out that sort of like, well, can I push out that sort of like, well, can I push out that big uh in investment maybe a little bit big uh in investment maybe a little bit big uh in investment maybe a little bit until it's a little more stable and until it's a little more stable and until it's a little more stable and clear what's going on? And that may clear what's going on? And that may clear what's going on? And that may never happen, by the way, at least for never happen, by the way, at least for never happen, by the way, at least for the foreseeable future. So I would not the foreseeable future. So I would not the foreseeable future. So I would not be surprised to see a little bit of a be surprised to see a little bit of a be surprised to see a little bit of a pullback in general on commercial pullback in general on commercial pullback in general on commercial investment investment investment um in tech in just Yeah. But I mean we um in tech in just Yeah. But I mean we um in tech in just Yeah. But I mean we we've all all six of us have lived we've all all six of us have lived we've all all six of us have lived through some down times in our industry through some down times in our industry through some down times in our industry and even in the worst of times whether and even in the worst of times whether and even in the worst of times whether it was the you know 20089 recession it was the you know 20089 recession it was the you know 20089 recession issues or COVID issues IoT survived and issues or COVID issues IoT survived and issues or COVID issues IoT survived and did very very well because the did very very well because the did very very well because the fundamentals of why you deploy IoT fundamentals of why you deploy IoT fundamentals of why you deploy IoT whether it be in a commercial setting whether it be in a commercial setting whether it be in a commercial setting and enterprise setting is still there.

and enterprise setting is still there. and enterprise setting is still there. fundamentals are you will do better, you fundamentals are you will do better, you fundamentals are you will do better, you will do more with less, you will have will do more with less, you will have will do more with less, you will have more efficiencies and things like that. more efficiencies and things like that. more efficiencies and things like that. So your sales approach changes now just So your sales approach changes now just So your sales approach changes now just like it did for us in the past events like it did for us in the past events like it did for us in the past events that we've had to live through. Well, I that we've had to live through. Well, I that we've had to live through. Well, I mean the successful sales are in this mean the successful sales are in this mean the successful sales are in this space are all about efficiency and space are all about efficiency and space are all about efficiency and optimization and productivity gains and optimization and productivity gains and optimization and productivity gains and productivity and that that in especially productivity and that that in especially productivity and that that in especially in a a market where you know there's in a a market where you know there's in a a market where you know there's there's less money flowing around is a there's less money flowing around is a there's less money flowing around is a is a stronger value prop. So yeah, is a stronger value prop. So yeah, is a stronger value prop. So yeah, that's why I think edge computing and that's why I think edge computing and that's why I think edge computing and IoT will continue to flourish uh as long IoT will continue to flourish uh as long IoT will continue to flourish uh as long as the value prop is around that as the value prop is around that as the value prop is around that efficiency and people just need to build efficiency and people just need to build efficiency and people just need to build more resiliency into their into their more resiliency into their into their more resiliency into their into their plans. Um when there's less stability, plans. Um when there's less stability, plans. Um when there's less stability, you just need more resiliency in that you just need more resiliency in that you just need more resiliency in that system. Exactly. Exactly. And you got system. Exactly. Exactly. And you got system. Exactly. Exactly. And you got the that's where you're the systems the that's where you're the systems the that's where you're the systems integrators, the ISPs, the SPS that are integrators, the ISPs, the SPS that are integrators, the ISPs, the SPS that are involved in selling to customers have involved in selling to customers have involved in selling to customers have got to and I had a whole conversation got to and I had a whole conversation got to and I had a whole conversation yesterday with a company about it. A yesterday with a company about it. A yesterday with a company about it. A company came to us reaching out for company came to us reaching out for company came to us reaching out for help. You cannot sell the same way you help. You cannot sell the same way you help. You cannot sell the same way you did two weeks ago. Yeah. Or two months did two weeks ago. Yeah. Or two months did two weeks ago. Yeah. Or two months ago. it you you are talking to people ago. it you you are talking to people ago. it you you are talking to people that are a little shaky and a little that are a little shaky and a little that are a little shaky and a little nervous. And so you've got to learn how nervous. And so you've got to learn how nervous. And so you've got to learn how to sell into that environment to make it to sell into that environment to make it to sell into that environment to make it a win-win and a and still cost effective a win-win and a and still cost effective a win-win and a and still cost effective for everybody in the supply chain. So I for everybody in the supply chain. So I for everybody in the supply chain. So I still think that that's going to be still think that that's going to be still think that that's going to be issue. And then and I'm going to go back

issue. And then and I'm going to go back issue. And then and I'm going to go back to the renaissance, right? The IoT to the renaissance, right? The IoT to the renaissance, right? The IoT renaissance. Are we going back to where renaissance. Are we going back to where renaissance. Are we going back to where we sold value again? you know, is the we sold value again? you know, is the we sold value again? you know, is the software value and the things that are software value and the things that are software value and the things that are there. What where's the renaissance there. What where's the renaissance there. What where's the renaissance begin again? Yeah. I mean, I think it begin again? Yeah. I mean, I think it begin again? Yeah. I mean, I think it has to begin there. I I really do. I you has to begin there. I I really do. I you has to begin there. I I really do. I you know, because you know, there's I mean, know, because you know, there's I mean, know, because you know, there's I mean, I remember I remember working for a I remember I remember working for a I remember I remember working for a company and saying, "Look, we should company and saying, "Look, we should company and saying, "Look, we should give the hardware away and just make give the hardware away and just make give the hardware away and just make the, you know, you you it's it's how you the, you know, you you it's it's how you the, you know, you you it's it's how you position it and how you package it. Give position it and how you package it. Give position it and how you package it. Give the hardware away, you make the money on the hardware away, you make the money on the hardware away, you make the money on the software and services." That's the software and services." That's the software and services." That's exactly right. exactly right. exactly right. the AR. Yeah. No, that that makes sense. the AR. Yeah. No, that that makes sense. the AR. Yeah. No, that that makes sense. I mean, uh you know what that's the you I mean, uh you know what that's the you I mean, uh you know what that's the you know camera as a service or you know know camera as a service or you know know camera as a service or you know people sell in a security solution the people sell in a security solution the people sell in a security solution the equipment comes with and uh it's just equipment comes with and uh it's just equipment comes with and uh it's just part of the thing. Now the the issue part of the thing. Now the the issue part of the thing. Now the the issue though is that as the cost of that though is that as the cost of that though is that as the cost of that equipment goes up right it does impact equipment goes up right it does impact equipment goes up right it does impact your ability to you know then then your your ability to you know then then your your ability to you know then then your kind of monthly fees have to go up and kind of monthly fees have to go up and kind of monthly fees have to go up and other or your margin goes down. I mean, other or your margin goes down. I mean, other or your margin goes down. I mean, so there is something there. But I so there is something there. But I so there is something there. But I agree. I think for most of these agree. I think for most of these agree. I think for most of these solutions, the equipment is is kind of solutions, the equipment is is kind of solutions, the equipment is is kind of included.

included. included. That's great, right? But I think I think That's great, right? But I think I think That's great, right? But I think I think it's going to affect like the Yol links it's going to affect like the Yol links it's going to affect like the Yol links of the world, right? Who've been selling of the world, right? Who've been selling of the world, right? Who've been selling these bundled Amazon solutions where you these bundled Amazon solutions where you these bundled Amazon solutions where you get three cameras, three water leak get three cameras, three water leak get three cameras, three water leak sensors, and it's on your Wi-Fi network, sensors, and it's on your Wi-Fi network, sensors, and it's on your Wi-Fi network, and it's, you know, that Well, now and it's, you know, that Well, now and it's, you know, that Well, now you'll get two two sensors. Well, you'll get two two sensors. Well, you'll get two two sensors. Well, that's same price. It's going to be an that's same price. It's going to be an that's same price. It's going to be an interesting um uh there's be some interesting um uh there's be some interesting um uh there's be some interesting facts coming out to see if interesting facts coming out to see if interesting facts coming out to see if those kinds of companies like the Yol those kinds of companies like the Yol those kinds of companies like the Yol links where their profit is over the links where their profit is over the links where their profit is over the next quarter. Right. Because maybe we'll next quarter. Right. Because maybe we'll next quarter. Right. Because maybe we'll see some shrinkflation in the tech world see some shrinkflation in the tech world see some shrinkflation in the tech world like we see in the potato chip world. like we see in the potato chip world. like we see in the potato chip world. Right. Right. Uh instead of you know the Right. Right. Uh instead of you know the Right. Right. Uh instead of you know the smaller bag of chips for the same price smaller bag of chips for the same price smaller bag of chips for the same price or less chips, you'll have like two or less chips, you'll have like two or less chips, you'll have like two cameras instead of three. But again, cameras instead of three. But again, cameras instead of three. But again, another conversation I had with a very another conversation I had with a very another conversation I had with a very large commercial consumer company in the large commercial consumer company in the large commercial consumer company in the IoT space was maybe the general public will was maybe the general public will understand that all of our Amazon understand that all of our Amazon understand that all of our Amazon products, all of our Dollar Tree dollar products, all of our Dollar Tree dollar products, all of our Dollar Tree dollar store products, all of our IoT cheap ass store products, all of our IoT cheap ass store products, all of our IoT cheap ass products will increase in price. Are products will increase in price. Are products will increase in price. Are where are you willing to still buy this where are you willing to still buy this where are you willing to still buy this stuff at? Sure. No, it's definitely stuff at? Sure. No, it's definitely stuff at? Sure. No, it's definitely going to stretch the uh stretch the going to stretch the uh stretch the going to stretch the uh stretch the curve a little bit. People have to find curve a little bit. People have to find curve a little bit. People have to find their spot, but you know, we'll say just their spot, but you know, we'll say just their spot, but you know, we'll say just kind of prepare to spend more for your kind of prepare to spend more for your kind of prepare to spend more for your Ring doorbells or whatever else those Ring doorbells or whatever else those Ring doorbells or whatever else those things are. And um and maybe that that

things are. And um and maybe that that things are. And um and maybe that that will impact the market. I mean, the will impact the market. I mean, the will impact the market. I mean, the consumer spending is the vast majority consumer spending is the vast majority consumer spending is the vast majority of the economy in the US. A lot of of the economy in the US. A lot of of the economy in the US. A lot of people don't know that. And uh we'll people don't know that. And uh we'll people don't know that. And uh we'll we'll see where it comes out. I mean, we'll see where it comes out. I mean, we'll see where it comes out. I mean, buying new cars. Actually met with a buying new cars. Actually met with a buying new cars. Actually met with a startup yesterday that's doing some cool startup yesterday that's doing some cool startup yesterday that's doing some cool retrofitting. I won't spill the beans on retrofitting. I won't spill the beans on retrofitting. I won't spill the beans on them, but they do retrofitting for them, but they do retrofitting for them, but they do retrofitting for existing cars to add a lot of existing cars to add a lot of existing cars to add a lot of interesting smarts to them. And u sort interesting smarts to them. And u sort interesting smarts to them. And u sort of like, hey, instead of buying a new of like, hey, instead of buying a new of like, hey, instead of buying a new Tesla for 100,000 bucks, you can take Tesla for 100,000 bucks, you can take Tesla for 100,000 bucks, you can take this thing and and it will add a lot of this thing and and it will add a lot of this thing and and it will add a lot of smarts to your car um you know, to your smarts to your car um you know, to your smarts to your car um you know, to your existing vehicle. And it was like oh existing vehicle. And it was like oh existing vehicle. And it was like oh that's an interesting idea because it's that's an interesting idea because it's that's an interesting idea because it's like canvas interface. What is that? How like canvas interface. What is that? How like canvas interface. What is that? How yeah canvas. Yeah. Yeah. But uh so it's yeah canvas. Yeah. Yeah. But uh so it's yeah canvas. Yeah. Yeah. But uh so it's like people are looking at like this how like people are looking at like this how like people are looking at like this how do I add more to my existing do I add more to my existing do I add more to my existing infrastructure and more AI and infrastructure and more AI and infrastructure and more AI and capabilities rather than rip and capabilities rather than rip and capabilities rather than rip and replace. You know the green field stuff replace. You know the green field stuff replace. You know the green field stuff is kind of a pipe dream for most people. is kind of a pipe dream for most people. is kind of a pipe dream for most people. So brownfield's kind of where it's at. So brownfield's kind of where it's at. So brownfield's kind of where it's at. and um you know being savvy about and um you know being savvy about and um you know being savvy about architecting your products for that kind architecting your products for that kind architecting your products for that kind of resiliency and deployment is really of resiliency and deployment is really of resiliency and deployment is really important I think. Yeah. Yeah. That's my important I think. Yeah. Yeah. That's my important I think. Yeah. Yeah. That's my two cents. Peter I'd like Pete I'd like two cents. Peter I'd like Pete I'd like two cents. Peter I'd like Pete I'd like to know more about it if you can share.

to know more about it if you can share. to know more about it if you can share. Yeah. See if I can I'll I'll bring bring Yeah. See if I can I'll I'll bring bring Yeah. See if I can I'll I'll bring bring you into the into the Thank you sir. I you into the into the Thank you sir. I you into the into the Thank you sir. I appreciate that. He's gonna he's going appreciate that. He's gonna he's going appreciate that. He's gonna he's going to read you in. I'll read you in to read you in. I'll read you in to read you in. I'll read you in as we say. Yeah. Only if I'm worthy, as we say. Yeah. Only if I'm worthy, as we say. Yeah. Only if I'm worthy, Rob. Only if I'm worthy. That's right. Rob. Only if I'm worthy. That's right. Rob. Only if I'm worthy. That's right. Make sure you got your TSSCI clearance. Make sure you got your TSSCI clearance. Make sure you got your TSSCI clearance. True. And then we'll read you in on this True. And then we'll read you in on this True. And then we'll read you in on this deal. Absolutely. You know, like we deal. Absolutely. You know, like we deal. Absolutely. You know, like we said, you know, as far as business said, you know, as far as business said, you know, as far as business advice, you know, we've said a little advice, you know, we've said a little advice, you know, we've said a little bit of this last week when um we talked bit of this last week when um we talked bit of this last week when um we talked about, you know, a bump in sales of about, you know, a bump in sales of about, you know, a bump in sales of Mercedes and BMWs, Mercedes and BMWs, Mercedes and BMWs, uh a run on the stores, right, to buy uh a run on the stores, right, to buy uh a run on the stores, right, to buy before the tariffs take effect. No. And before the tariffs take effect. No. And before the tariffs take effect. No. And so, um too late. I don't know if it's so, um too late. I don't know if it's so, um too late. I don't know if it's too late. Yeah. uh because you know when too late. Yeah. uh because you know when too late. Yeah. uh because you know when we talk about uh broad mega scale IoT we talk about uh broad mega scale IoT we talk about uh broad mega scale IoT which is just millions of which is just millions of which is just millions of microcontrollers and little sensors you microcontrollers and little sensors you microcontrollers and little sensors you know uh if all those become double in know uh if all those become double in know uh if all those become double in price right um then it's easy for us to price right um then it's easy for us to price right um then it's easy for us to talk a good game about bundling it in talk a good game about bundling it in talk a good game about bundling it in with the software but yeah that's that's with the software but yeah that's that's with the software but yeah that's that's that's real money and so uh and and yes that's real money and so uh and and yes that's real money and so uh and and yes we certainly have co is something to we certainly have co is something to we certainly have co is something to look back on as far as supply chain look back on as far as supply chain look back on as far as supply chain disruption I do remember, I don't think disruption I do remember, I don't think disruption I do remember, I don't think I'm giving away a secret, but I remember I'm giving away a secret, but I remember I'm giving away a secret, but I remember um the early days of Blues um the early days of Blues um the early days of Blues Wireless, they Wireless, they Wireless, they pre-bought a ton of microcontrollers.

pre-bought a ton of microcontrollers. pre-bought a ton of microcontrollers. Yep. And chips. Yeah, exactly. And they Yep. And chips. Yeah, exactly. And they Yep. And chips. Yeah, exactly. And they had them all in a warehouse in advance had them all in a warehouse in advance had them all in a warehouse in advance prior to the supply chain going haywire prior to the supply chain going haywire prior to the supply chain going haywire during CO and that really helped them during CO and that really helped them during CO and that really helped them big time. Yeah. Um but yeah, hindsight, big time. Yeah. Um but yeah, hindsight, big time. Yeah. Um but yeah, hindsight, right? I don't know if everybody else right? I don't know if everybody else right? I don't know if everybody else has got warehouse full of stuff or not. has got warehouse full of stuff or not. has got warehouse full of stuff or not. Who knows that's already in distribution Who knows that's already in distribution Who knows that's already in distribution or it's already in America. Yeah. Yeah. or it's already in America. Yeah. Yeah. or it's already in America. Yeah. Yeah. Well, there people stockpiling a lot of Well, there people stockpiling a lot of Well, there people stockpiling a lot of stuff at the moment, buying advanced stuff at the moment, buying advanced stuff at the moment, buying advanced components as well as finished components as well as finished components as well as finished electronics. So, yeah. Yeah, we'll be electronics. So, yeah. Yeah, we'll be electronics. So, yeah. Yeah, we'll be that bump and then we'll we'll we'll that bump and then we'll we'll we'll that bump and then we'll we'll we'll then see the supply chain then hit that. then see the supply chain then hit that. then see the supply chain then hit that. Um, you know, there's another there's Um, you know, there's another there's Um, you know, there's another there's another player that we don't talk about another player that we don't talk about another player that we don't talk about very often and they're also in Texas. very often and they're also in Texas. very often and they're also in Texas. Uh, it's Texas Instruments. Yeah. Um, Uh, it's Texas Instruments. Yeah. Um, Uh, it's Texas Instruments. Yeah. Um, they're actually one of the first they're actually one of the first they're actually one of the first semiconductor manufacturers in America semiconductor manufacturers in America semiconductor manufacturers in America going way back and they can up their going way back and they can up their going way back and they can up their game. In fact, we need to call them out game. In fact, we need to call them out game. In fact, we need to call them out and say, "Hey, up your game in Dallas, and say, "Hey, up your game in Dallas, and say, "Hey, up your game in Dallas, in Houston at your fab plants. Who do in Houston at your fab plants. Who do in Houston at your fab plants. Who do you think manufactured all the Spark you think manufactured all the Spark you think manufactured all the Spark processors for Sun Micros Systemystems?"

processors for Sun Micros Systemystems?" processors for Sun Micros Systemystems?" was TI who makes who made so much of was TI who makes who made so much of was TI who makes who made so much of what was going into cell phones back in what was going into cell phones back in what was going into cell phones back in the day. All the uh the DAC stuff all the day. All the uh the DAC stuff all the day. All the uh the DAC stuff all the Yeah. I mean, so anyway, there's the Yeah. I mean, so anyway, there's the Yeah. I mean, so anyway, there's possibility we just have to be possibility we just have to be possibility we just have to be resourceful and poke around. Yeah. And resourceful and poke around. Yeah. And resourceful and poke around. Yeah. And find out who can do this stuff, right? find out who can do this stuff, right? find out who can do this stuff, right? Well, it reminds me a bit of steel. So I Well, it reminds me a bit of steel. So I Well, it reminds me a bit of steel. So I know a lot of people they want us to you know a lot of people they want us to you know a lot of people they want us to you know do more domestic steel production know do more domestic steel production know do more domestic steel production but over the last 50 years our capacity but over the last 50 years our capacity but over the last 50 years our capacity has decreased so much. So our our steel has decreased so much. So our our steel has decreased so much. So our our steel capacity is 10% of what it was in the capacity is 10% of what it was in the capacity is 10% of what it was in the 70s. So even if we did everything 70s. So even if we did everything 70s. So even if we did everything 100% we still be you know in a trig bag 100% we still be you know in a trig bag 100% we still be you know in a trig bag so to speak. So I think that's a similar so to speak. So I think that's a similar so to speak. So I think that's a similar thing maybe not to the same extent with thing maybe not to the same extent with thing maybe not to the same extent with these other um these other manufacturers these other um these other manufacturers these other um these other manufacturers where even if they went 100% it doesn't where even if they went 100% it doesn't where even if they went 100% it doesn't cover you still have to import something cover you still have to import something cover you still have to import something right and so right and so right and so and even if you wanted your production and even if you wanted your production and even if you wanted your production to to to be increased that takes years to to to be increased that takes years to to to be increased that takes years so it's not months and days it's many so it's not months and days it's many so it's not months and days it's many years of work to do that right it it's years of work to do that right it it's years of work to do that right it it's kind of like the a similar uh it's like kind of like the a similar uh it's like kind of like the a similar uh it's like redux of the the trailing edge redux of the the trailing edge redux of the the trailing edge manufacturing problem that we had um manufacturing problem that we had um manufacturing problem that we had um during co right during co right during co right um we assumed that we had all this um we assumed that we had all this um we assumed that we had all this trailing edge capacity but we didn't

trailing edge capacity but we didn't trailing edge capacity but we didn't necessarily I mean global foundaries is necessarily I mean global foundaries is necessarily I mean global foundaries is another one that I think will benefit another one that I think will benefit another one that I think will benefit from a lot of this but um yeah I mean no from a lot of this but um yeah I mean no from a lot of this but um yeah I mean no definitely there there options and I definitely there there options and I definitely there there options and I think it's really good that We do have think it's really good that We do have think it's really good that We do have um you know some of this trailing edge um you know some of this trailing edge um you know some of this trailing edge capacity now with Intel coming hopefully capacity now with Intel coming hopefully capacity now with Intel coming hopefully let's keep our fingers crossed with 18A let's keep our fingers crossed with 18A let's keep our fingers crossed with 18A um some leading edge chops and capacity um some leading edge chops and capacity um some leading edge chops and capacity as they ramp up those are good things as they ramp up those are good things as they ramp up those are good things right um the problem though is um right um the problem though is um right um the problem though is um they're getting killed in China whereas they're getting killed in China whereas they're getting killed in China whereas everyone else is getting exemptions everyone else is getting exemptions everyone else is getting exemptions because their source forcing out of because their source forcing out of because their source forcing out of Taiwan, right? And so, um, it's weird. Taiwan, right? And so, um, it's weird. Taiwan, right? And so, um, it's weird. These tariffs have this way of just These tariffs have this way of just These tariffs have this way of just undermining undermining undermining Intel every single faking step of the Intel every single faking step of the Intel every single faking step of the way ever since 200 way ever since 200 way ever since 200 um I would say um I would say um I would say 2019. It's just tragic, quite honestly.

2019. It's just tragic, quite honestly. 2019. It's just tragic, quite honestly. And so they they've gotten beat up And so they they've gotten beat up And so they they've gotten beat up because consider this, the chips was because consider this, the chips was because consider this, the chips was really about how do we get Intel back on really about how do we get Intel back on really about how do we get Intel back on its feet? And then it wasn't even about its feet? And then it wasn't even about its feet? And then it wasn't even about TSMC and Samsung because those guys, TSMC and Samsung because those guys, TSMC and Samsung because those guys, they were considered leading edge at the they were considered leading edge at the they were considered leading edge at the time. They still are. And it was about time. They still are. And it was about time. They still are. And it was about how do we invest in um our uh our how do we invest in um our uh our how do we invest in um our uh our domestic chip manufacturers so that they domestic chip manufacturers so that they domestic chip manufacturers so that they can compete with TSMC. That was really can compete with TSMC. That was really can compete with TSMC. That was really what it was about. and everything what it was about. and everything what it was about. and everything anchored on Intel. And look at where anchored on Intel. And look at where anchored on Intel. And look at where Intel is now with their their Intel uh Intel is now with their their Intel uh Intel is now with their their Intel uh you know Intel foundry you know if a lot you know Intel foundry you know if a lot you know Intel foundry you know if a lot of this is also about national security like we're doing a great job of uh like we're doing a great job of uh achieving those national security goals. achieving those national security goals. achieving those national security goals. That's that's the problem you know. But That's that's the problem you know. But That's that's the problem you know. But you know what but you know what I mean? you know what but you know what I mean? you know what but you know what I mean? Yeah, I know. All these ideas, all these Yeah, I know. All these ideas, all these Yeah, I know. All these ideas, all these tools, all these things were about being tools, all these things were about being tools, all these things were about being more self-sufficient and not dependent more self-sufficient and not dependent more self-sufficient and not dependent on a little island that could get on a little island that could get on a little island that could get invaded any day now by mainland China.

invaded any day now by mainland China. invaded any day now by mainland China. That was the main reason. Um because That was the main reason. Um because That was the main reason. Um because you're right, we need chips all over the you're right, we need chips all over the you're right, we need chips all over the place. And so the home team is Intel, place. And so the home team is Intel, place. And so the home team is Intel, right? And so I mean I get the thinking right? And so I mean I get the thinking right? And so I mean I get the thinking behind all of this. Um, yeah, you behind all of this. Um, yeah, you behind all of this. Um, yeah, you brought up global foundaries though, brought up global foundaries though, brought up global foundaries though, Leonard. I mean, the the amount of Leonard. I mean, the the amount of Leonard. I mean, the the amount of factory building and stuff that they've factory building and stuff that they've factory building and stuff that they've expanded in upstate New York. I mean, expanded in upstate New York. I mean, expanded in upstate New York. I mean, those are the kind of companies we need those are the kind of companies we need those are the kind of companies we need to know more about and what their to know more about and what their to know more about and what their capabilities are to be able to produce. capabilities are to be able to produce. capabilities are to be able to produce. Exactly. Because like most of the IoT Exactly. Because like most of the IoT Exactly. Because like most of the IoT stuff is trailing edge stuff. You're not stuff is trailing edge stuff. You're not stuff is trailing edge stuff. You're not you're not you're not building, you you're not you're not building, you you're not you're not building, you know, you're not designing chips using, know, you're not designing chips using, know, you're not designing chips using, you know, N3 or freaking N2 you know, N3 or freaking N2 you know, N3 or freaking N2 and at like what freaking, you know, and at like what freaking, you know, and at like what freaking, you know, tens of thousands of dollars per wafer. tens of thousands of dollars per wafer. tens of thousands of dollars per wafer. That's not IoT, right? You're using old That's not IoT, right? You're using old That's not IoT, right? You're using old ass equipment, which by the way gets ass equipment, which by the way gets ass equipment, which by the way gets more expensive as it gets it doesn't get more expensive as it gets it doesn't get more expensive as it gets it doesn't get produced anymore. So that was the ir produced anymore. So that was the ir produced anymore. So that was the ir these were all the weird nuances that these were all the weird nuances that these were all the weird nuances that people didn't factor in when they're people didn't factor in when they're people didn't factor in when they're building these strategies.

building these strategies. building these strategies. uh even back uh you know during the the uh even back uh you know during the the uh even back uh you know during the the time that you know when we're looking at time that you know when we're looking at time that you know when we're looking at trying to get the chips act signed and trying to get the chips act signed and trying to get the chips act signed and we still have those disconnects right we still have those disconnects right we still have those disconnects right and people generalizing chips and not and people generalizing chips and not and people generalizing chips and not understanding okay for IoT this is what understanding okay for IoT this is what understanding okay for IoT this is what matters and then for all the high-end matters and then for all the high-end matters and then for all the high-end stuff like iPhone which by the way stuff like iPhone which by the way stuff like iPhone which by the way shrinking shrinking shrinking that Apple's market is not a good thing that Apple's market is not a good thing that Apple's market is not a good thing um in the US because that actually um in the US because that actually um in the US because that actually enables enables enables Huawei, right? Huawei loves it. Um and Huawei, right? Huawei loves it. Um and Huawei, right? Huawei loves it. Um and and so there are all these unintended and so there are all these unintended and so there are all these unintended consequences that haven't been factored consequences that haven't been factored consequences that haven't been factored in. And um you know, a lot of people in. And um you know, a lot of people in. And um you know, a lot of people hate on hate on hate on Apple, but if it wasn't for Apple, there Apple, but if it wasn't for Apple, there Apple, but if it wasn't for Apple, there would be no would be no would be no N2, right? And even the hyper AI hypers N2, right? And even the hyper AI hypers N2, right? And even the hyper AI hypers scale these mega mega um data center scale these mega mega um data center scale these mega mega um data center guys that building all these AI guys that building all these AI guys that building all these AI supercomputers they're they're not the supercomputers they're they're not the supercomputers they're they're not the first to go to first to go to first to go to N2 right the economics are much better N2 right the economics are much better N2 right the economics are much better actually on trailing edge stuff for actually on trailing edge stuff for actually on trailing edge stuff for these large systems cuz they're scaling these large systems cuz they're scaling these large systems cuz they're scaling using networking and interconnect and using networking and interconnect and using networking and interconnect and other things and you know memory storage other things and you know memory storage other things and you know memory storage other things other things other things than the the chip. It's the smartphone than the the chip. It's the smartphone than the the chip. It's the smartphone that still drives leading edge and Apple that still drives leading edge and Apple that still drives leading edge and Apple is number one and you make them number is number one and you make them number is number one and you make them number two, number three. Guess what? There is

two, number three. Guess what? There is two, number three. Guess what? There is no customer for leading. Absolutely. I no customer for leading. Absolutely. I no customer for leading. Absolutely. I don't see that happening in our don't see that happening in our don't see that happening in our lifetime. I mean I I mean first of all lifetime. I mean I I mean first of all lifetime. I mean I I mean first of all Huawei is different com I don't I don't Huawei is different com I don't I don't Huawei is different com I don't I don't I don't I don't I don't Huawei is supposed to be Huawei is supposed to be Huawei is supposed to be gone. They're supposed to be gone. They're supposed to be gone. They're supposed to be dead. They're not. dead. They're not. dead. They're not. They're stronger than ever. They are They're stronger than ever. They are They're stronger than ever. They are here. here. here. They don't care. They don't care. They don't care. Yeah. anyone there if they give flying Yeah. anyone there if they give flying Yeah. anyone there if they give flying [ __ ] that they're here, they say no. [ __ ] that they're here, they say no. [ __ ] that they're here, they say no. Isn't there wasn't there news this past Isn't there wasn't there news this past Isn't there wasn't there news this past week about some new fab capabilities week about some new fab capabilities week about some new fab capabilities coming out of China that were kind of coming out of China that were kind of coming out of China that were kind of rivaling ASML now for EUV and things rivaling ASML now for EUV and things rivaling ASML now for EUV and things like that. Yeah. Using a different like that. Yeah. Using a different like that. Yeah. Using a different technique. Yeah, I saw. So, I mean, you technique. Yeah, I saw. So, I mean, you technique. Yeah, I saw. So, I mean, you know, inevitably inevitably that stuff's know, inevitably inevitably that stuff's know, inevitably inevitably that stuff's going to catch up. I mean you could you going to catch up. I mean you could you going to catch up. I mean you could you could this is a would be maybe could this is a would be maybe could this is a would be maybe controversial statement but going back controversial statement but going back controversial statement but going back and saying when when uh the US sort of and saying when when uh the US sort of and saying when when uh the US sort of cut off China from AI and said we're not cut off China from AI and said we're not cut off China from AI and said we're not going to or and semiconductor going to or and semiconductor going to or and semiconductor manufacturing and sort of we sort of manufacturing and sort of we sort of manufacturing and sort of we sort of then drove them to develop a lot of then drove them to develop a lot of then drove them to develop a lot of their own capabilities rather than their own capabilities rather than their own capabilities rather than maintaining a reliance on the US which maintaining a reliance on the US which maintaining a reliance on the US which is what they had and so now we're in a is what they had and so now we're in a is what they had and so now we're in a situation where China is going to be situation where China is going to be situation where China is going to be self-reliant on semiconductor fab as self-reliant on semiconductor fab as self-reliant on semiconductor fab as well as you know AI chip design and well as you know AI chip design and well as you know AI chip design and everything else. which you know kind of everything else. which you know kind of everything else. which you know kind of backfired arguably.

backfired arguably. backfired arguably. Yeah. So on a renaissance note on a day Yeah. So on a renaissance note on a day Yeah. So on a renaissance note on a day on Wednesday we had IoT day. Yay. on Wednesday we had IoT day. Yay. on Wednesday we had IoT day. Yay. Yes. So you had lots of big events Yes. So you had lots of big events Yes. So you had lots of big events happening all over the world. If you happening all over the world. If you happening all over the world. If you were following all the IoT day stuff or were following all the IoT day stuff or were following all the IoT day stuff or you know I know Rob Van Crannenberg who you know I know Rob Van Crannenberg who you know I know Rob Van Crannenberg who started all that stuff he tried to started all that stuff he tried to started all that stuff he tried to repost as many of them. Lots of cool repost as many of them. Lots of cool repost as many of them. Lots of cool gettogethers, coffees, meetings, gettogethers, coffees, meetings, gettogethers, coffees, meetings, presentations happen all over the world presentations happen all over the world presentations happen all over the world in different cities on IoT day. And in different cities on IoT day. And in different cities on IoT day. And back, so when we were thinking about the back, so when we were thinking about the back, so when we were thinking about the IoT renaissance, I know Rob and I were IoT renaissance, I know Rob and I were IoT renaissance, I know Rob and I were really encouraged, we haven't seen so really encouraged, we haven't seen so really encouraged, we haven't seen so many different groups participate in IoT many different groups participate in IoT many different groups participate in IoT day like this in forever. Yeah. Um, and day like this in forever. Yeah. Um, and day like this in forever. Yeah. Um, and so when you feel like, oh, wow, there's so when you feel like, oh, wow, there's so when you feel like, oh, wow, there's a surge here and everybody's frozen, a surge here and everybody's frozen, a surge here and everybody's frozen, which means I must be frozen. Hopefully which means I must be frozen. Hopefully which means I must be frozen. Hopefully you can hear me. Um I think you're um I you can hear me. Um I think you're um I you can hear me. Um I think you're um I don't feel I don't feel frozen, but you don't feel I don't feel frozen, but you don't feel I don't feel frozen, but you know. Yeah, I know you don't. Maybe know. Yeah, I know you don't. Maybe know. Yeah, I know you don't. Maybe that's I just know that when all of you that's I just know that when all of you that's I just know that when all of you guys become frozen to me, that means I'm guys become frozen to me, that means I'm guys become frozen to me, that means I'm frozen to you.

frozen to you. frozen to you. So yeah, a lot of a lot of great stuff. So yeah, a lot of a lot of great stuff. So yeah, a lot of a lot of great stuff. Uh listen to great things, lots of Uh listen to great things, lots of Uh listen to great things, lots of meetings, lots of lunches, and so uh so meetings, lots of lunches, and so uh so meetings, lots of lunches, and so uh so that was good. It was a good vibe. Um that was good. It was a good vibe. Um that was good. It was a good vibe. Um and so uh gosh, I spent a bunch of time. and so uh gosh, I spent a bunch of time. and so uh gosh, I spent a bunch of time. I put, you know, kind of based on the I put, you know, kind of based on the I put, you know, kind of based on the book I'm writing about the, you know, book I'm writing about the, you know, book I'm writing about the, you know, saving Europe with AI and the internet saving Europe with AI and the internet saving Europe with AI and the internet of things. I did like an hour and 20 of things. I did like an hour and 20 of things. I did like an hour and 20 minute presentation minute presentation minute presentation um on using that technology to go after um on using that technology to go after um on using that technology to go after the sustainable development goals. Um, the sustainable development goals. Um, the sustainable development goals. Um, boy, that took a while to make get that boy, that took a while to make get that boy, that took a while to make get that video going or whatever. Uh, but that video going or whatever. Uh, but that video going or whatever. Uh, but that was that was a lot of fun. And it's a was that was a lot of fun. And it's a was that was a lot of fun. And it's a different view of IoT, right? It's a different view of IoT, right? It's a different view of IoT, right? It's a different look. It's, you know, trying different look. It's, you know, trying different look. It's, you know, trying to trying to make a difference in the to trying to make a difference in the to trying to make a difference in the world. So, um, good stuff. Hopefully world. So, um, good stuff. Hopefully world. So, um, good stuff. Hopefully we'll get this book booked on soon. You we'll get this book booked on soon. You we'll get this book booked on soon. You never know. Cool. Yeah. Yep. Yeah. Um, never know. Cool. Yeah. Yep. Yeah. Um, never know. Cool. Yeah. Yep. Yeah. Um, no. So what what do you what did you see no. So what what do you what did you see no. So what what do you what did you see as a key as a key as a key um glimmer of hope and uh you know um glimmer of hope and uh you know um glimmer of hope and uh you know coming out of all this IoT coming out of all this IoT coming out of all this IoT day stuff sharing and anything like uh day stuff sharing and anything like uh day stuff sharing and anything like uh pop out for you other than photos of pop out for you other than photos of pop out for you other than photos of everyone having lunch everyone having lunch everyone having lunch and dinners and stuff like that?

and dinners and stuff like that? and dinners and stuff like that? Absolutely. Um I listen in on stuff You Absolutely. Um I listen in on stuff You Absolutely. Um I listen in on stuff You know, sometimes, you know, I know you're know, sometimes, you know, I know you're know, sometimes, you know, I know you're looking for a specific new thing. Part looking for a specific new thing. Part looking for a specific new thing. Part of it was old stuff. I think part of it of it was old stuff. I think part of it of it was old stuff. I think part of it was just a vibe. Part of it was, hey, was just a vibe. Part of it was, hey, was just a vibe. Part of it was, hey, people are talking about it again. people are talking about it again. people are talking about it again. People are excited about it again. And I People are excited about it again. And I People are excited about it again. And I know human energy doesn't necessarily know human energy doesn't necessarily know human energy doesn't necessarily replace on the ground for like that. Um, replace on the ground for like that. Um, replace on the ground for like that. Um, you know, it just felt it just felt you know, it just felt it just felt you know, it just felt it just felt hopeful, you know. Yeah. Lots of ins. Okay. ins. Okay. Little divide. You lose me. Yeah. Yeah. Little divide. You lose me. Yeah. Yeah. Little divide. You lose me. Yeah. Yeah. Little choppy. Okay. Little choppy. A Little choppy. Okay. Little choppy. A Little choppy. Okay. Little choppy. A little choppy. A choppy 5G. Right. You little choppy. A choppy 5G. Right. You little choppy. A choppy 5G. Right. You could turn your video off. That might could turn your video off. That might could turn your video off. That might help the audience. That's true. We'll help the audience. That's true. We'll help the audience. That's true. We'll just ask for a larger slice. Yeah. just ask for a larger slice. Yeah. just ask for a larger slice. Yeah. Yes. I'm just going to push. You need a Yes. I'm just going to push. You need a Yes. I'm just going to push. You need a virtual network slice. Button. Yeah.

virtual network slice. Button. Yeah. virtual network slice. Button. Yeah. Well, actually that's a real thing as Well, actually that's a real thing as Well, actually that's a real thing as you know you uh you to you're going to you know you uh you to you're going to you know you uh you to you're going to be able to call network API and and be able to call network API and and be able to call network API and and maybe pass along $5 from your account maybe pass along $5 from your account maybe pass along $5 from your account and they're going to give you a slice or and they're going to give you a slice or and they're going to give you a slice or they're going to give you better they're going to give you better they're going to give you better bandwidth. bandwidth. bandwidth. Anytime you make a call, they'll say, Anytime you make a call, they'll say, Anytime you make a call, they'll say, "Do you want this call to actually be "Do you want this call to actually be "Do you want this call to actually be stable? Please click here for an extra stable? Please click here for an extra stable? Please click here for an extra $5." No kidding. Right. Right. $5." No kidding. Right. Right. $5." No kidding. Right. Right. Absolutely. Give me extra 15 Trump coins Absolutely. Give me extra 15 Trump coins Absolutely. Give me extra 15 Trump coins and you get the nod network on demand. and you get the nod network on demand. and you get the nod network on demand. There you go. An option. Yeah. PayPal or There you go. An option. Yeah. PayPal or There you go. An option. Yeah. PayPal or to your bill or just Trumpcoin, you to your bill or just Trumpcoin, you to your bill or just Trumpcoin, you know. Exactly. know. Exactly. know. Exactly. Nice. Anywho, everything is for sale, my friends. You everything is for sale, my friends. You know what? I think we have tariff know what? I think we have tariff know what? I think we have tariff fatigue. I think that's a problem. fatigue. I think that's a problem. fatigue. I think that's a problem. Maybe. Maybe. Feels like someone's Maybe. Maybe. Feels like someone's Maybe. Maybe. Feels like someone's peeding our corn flakes a little bit. peeding our corn flakes a little bit. peeding our corn flakes a little bit. Yeah, I'm just like exhausted. Yeah, Yeah, I'm just like exhausted. Yeah, Yeah, I'm just like exhausted. Yeah, it's been a long week. I'm going to it's been a long week. I'm going to it's been a long week. I'm going to Mexico on Saturday, so I'm I'm off the Mexico on Saturday, so I'm I'm off the Mexico on Saturday, so I'm I'm off the grid next week, so I don't really care.

grid next week, so I don't really care. grid next week, so I don't really care. Oh, really? Oh, hopefully they'll let me Oh, really? Oh, hopefully they'll let me Oh, really? Oh, hopefully they'll let me back in. I don't know. I was about to back in. I don't know. I was about to back in. I don't know. I was about to say, are you coming back? Who knows? say, are you coming back? Who knows? say, are you coming back? Who knows? Better watch it. They might open up the Better watch it. They might open up the Better watch it. They might open up the AJI Foundation, you know, Cancun office. AJI Foundation, you know, Cancun office. AJI Foundation, you know, Cancun office. Well, you know, they're really they they Well, you know, they're really they they Well, you know, they're really they they have to strip down. I mean, there's, you have to strip down. I mean, there's, you have to strip down. I mean, there's, you know, even with the border border know, even with the border border know, even with the border border control, uh, you know, control, uh, you know, control, uh, you know, the it it's taken me forever to get my the it it's taken me forever to get my the it it's taken me forever to get my global entry renewal done, you know, but global entry renewal done, you know, but global entry renewal done, you know, but I did finally get a notice. So, it's 6 I did finally get a notice. So, it's 6 I did finally get a notice. So, it's 6 months after I paid months after I paid months after I paid them and so now they want me to go to a them and so now they want me to go to a them and so now they want me to go to a foreign country and then come back in foreign country and then come back in foreign country and then come back in and then do my interview then. So, Oh and then do my interview then. So, Oh and then do my interview then. So, Oh jeez, what the hell's that all about? jeez, what the hell's that all about? jeez, what the hell's that all about? innovation is called um make things make innovation is called um make things make innovation is called um make things make things feasible with a bit of things feasible with a bit of things feasible with a bit of inconvenience and delay. So that sucks. inconvenience and delay. So that sucks. inconvenience and delay. So that sucks. Sorry to hear that. Sorry to hear that. Sorry to hear that. Well, you're right there. You're right Well, you're right there. You're right Well, you're right there. You're right there. Just run across Tijana and come there. Just run across Tijana and come there. Just run across Tijana and come back. Uh if I want to do the interview back. Uh if I want to do the interview back. Uh if I want to do the interview in in in July to do July to do July to do So yeah. Yeah, that's um that's one of So yeah. Yeah, that's um that's one of So yeah. Yeah, that's um that's one of the one of the downsides of smaller the one of the downsides of smaller the one of the downsides of smaller government, I suppose. But um you know, government, I suppose. But um you know, government, I suppose. But um you know, you know, back at uh Bill's wheel and I you know, back at uh Bill's wheel and I you know, back at uh Bill's wheel and I was just sitting there thinking of was just sitting there thinking of was just sitting there thinking of Bill's wheelhouse with digital twins.

Bill's wheelhouse with digital twins. Bill's wheelhouse with digital twins. Yeah. Um uh yesterday, you know, I did Yeah. Um uh yesterday, you know, I did Yeah. Um uh yesterday, you know, I did one of my it was a non-classified one of my it was a non-classified one of my it was a non-classified briefing of the senior military briefing of the senior military briefing of the senior military officers. I do that thing I do like officers. I do that thing I do like officers. I do that thing I do like three times a year. Oh, yeah. And so did three times a year. Oh, yeah. And so did three times a year. Oh, yeah. And so did that yesterday and there was a you know that yesterday and there was a you know that yesterday and there was a you know when I do my talk you know I'll just when I do my talk you know I'll just when I do my talk you know I'll just it's it's data it's AI it's IoT it's it's it's data it's AI it's IoT it's it's it's data it's AI it's IoT it's digital twins the kind of stuff I weave digital twins the kind of stuff I weave digital twins the kind of stuff I weave together um but a lot of questions about together um but a lot of questions about together um but a lot of questions about digital twins a lot of more interest digital twins a lot of more interest digital twins a lot of more interest um and a lot of interest in and a lot of um and a lot of interest in and a lot of um and a lot of interest in and a lot of questions asking me about questions asking me about questions asking me about interoperability interoperability interoperability um when they're built you know they're um when they're built you know they're um when they're built you know they're actually finally you know different actually finally you know different actually finally you know different control systems different systems on control systems different systems on control systems different systems on battleships, aircraft carriers, battleships, aircraft carriers, battleships, aircraft carriers, destroyers, things like that. And I destroyers, things like that. And I destroyers, things like that. And I actually had questions about vendor A of actually had questions about vendor A of actually had questions about vendor A of this fire control system digital twin this fire control system digital twin this fire control system digital twin interoperating interoperating with interoperating interoperating with interoperating interoperating with vendor B um building a different part of vendor B um building a different part of vendor B um building a different part of a ship. Wow. Combat systems. And a lot a ship. Wow. Combat systems. And a lot a ship. Wow. Combat systems. And a lot of questions about, hey Rob, what's the of questions about, hey Rob, what's the of questions about, hey Rob, what's the deal about interoperability? Can you deal about interoperability? Can you deal about interoperability? Can you help us with that? And I'm like, "Oh help us with that? And I'm like, "Oh help us with that? And I'm like, "Oh man, you're going to hate me." They're like, "They're like, "Can me." They're like, "They're like, "Can you tell me about the standards for you tell me about the standards for you tell me about the standards for digital twins and then the standards for digital twins and then the standards for digital twins and then the standards for all interoperability?"

all interoperability?" all interoperability?" There are no stand. And I'm like, "Uh, There are no stand. And I'm like, "Uh, There are no stand. And I'm like, "Uh, there are no standards." Exactly. And so there are no standards." Exactly. And so there are no standards." Exactly. And so they're their big problem is they're they're their big problem is they're they're their big problem is they're like, because there is no standards and like, because there is no standards and like, because there is no standards and everybody's doing their own thing, it everybody's doing their own thing, it everybody's doing their own thing, it requires more work. What's everybody requires more work. What's everybody requires more work. What's everybody having to do? They're building adapters. having to do? They're building adapters. having to do? They're building adapters. are having to adapt this way of doing are having to adapt this way of doing are having to adapt this way of doing digital twin A to digital twin B cuz and digital twin A to digital twin B cuz and digital twin A to digital twin B cuz and I was like gosh this is taking me back I was like gosh this is taking me back I was like gosh this is taking me back to Hitachi days. I had to fly to Waldorf to Hitachi days. I had to fly to Waldorf to Hitachi days. I had to fly to Waldorf uh to spend time with SAP when they were uh to spend time with SAP when they were uh to spend time with SAP when they were doing this stuff to build to doing this stuff to build to doing this stuff to build to interoperability between Hitachi and SAP interoperability between Hitachi and SAP interoperability between Hitachi and SAP uh digital twins. It's crazy but it's a uh digital twins. It's crazy but it's a uh digital twins. It's crazy but it's a thing. We have to we have to do that. I thing. We have to we have to do that. I thing. We have to we have to do that. I mean we have a library of adapters mean we have a library of adapters mean we have a library of adapters plugins. I mean, whether it be a Kafka plugins. I mean, whether it be a Kafka plugins. I mean, whether it be a Kafka plugin, whether it be a Confluent plugin, whether it be a Confluent plugin, whether it be a Confluent plugin, whether it be I mean, we've got plugin, whether it be I mean, we've got plugin, whether it be I mean, we've got plugins on top of plugins. Plugins for plugins on top of plugins. Plugins for plugins on top of plugins. Plugins for your plugins. It's great business. Plug your plugins. It's great business. Plug your plugins. It's great business. Plug in middleware. Hey, no, that's what you in middleware. Hey, no, that's what you in middleware. Hey, no, that's what you literally call plug and play. Well, literally call plug and play. Well, literally call plug and play. Well, yeah. yeah. yeah. Hey guys, I apologize, but I need to uh Hey guys, I apologize, but I need to uh Hey guys, I apologize, but I need to uh need to drop for a minute. Yeah, so do need to drop for a minute. Yeah, so do need to drop for a minute. Yeah, so do I. I just saw my meeting pop up weekend.

I. I just saw my meeting pop up weekend. I. I just saw my meeting pop up weekend. All right. Well, hey everyone. Thanks All right. Well, hey everyone. Thanks All right. Well, hey everyone. Thanks for uh tuning in. Remember to subscribe for uh tuning in. Remember to subscribe for uh tuning in. Remember to subscribe to the next to the next to the next cur IoT coffee talk. Next curve. Be a cur IoT coffee talk. Next curve. Be a cur IoT coffee talk. Next curve. Be a subscriber to next curve as well. subscriber to next curve as well. subscriber to next curve as well. IoT. Crap. I got that wrong. Remember to IoT. Crap. I got that wrong. Remember to IoT. Crap. I got that wrong. Remember to subscribe, like, and all that good subscribe, like, and all that good subscribe, like, and all that good stuff. Um, IOT stuff. Um, IOT stuff. Um, IOT coffee.com. Yeah, subscribe to our coffee.com. Yeah, subscribe to our coffee.com. Yeah, subscribe to our YouTube channel. And, um, we're on Buzz YouTube channel. And, um, we're on Buzz YouTube channel. And, um, we're on Buzz Sprout as well. Rob is hosting that. So, Sprout as well. Rob is hosting that. So, Sprout as well. Rob is hosting that. So, yeah, tune in every week. If you made it yeah, tune in every week. If you made it yeah, tune in every week. If you made it this far, wow, you're a champion. And um this far, wow, you're a champion. And um this far, wow, you're a champion. And um you know, remember, we're in a IoT you know, remember, we're in a IoT you know, remember, we're in a IoT renaissance and we're going to try to renaissance and we're going to try to renaissance and we're going to try to figure out how to keep it that way figure out how to keep it that way figure out how to keep it that way despite all we are the renaissance despite all we are the renaissance despite all we are the renaissance people of IoT. Yeah. So, continue to people of IoT. Yeah. So, continue to people of IoT. Yeah. So, continue to tune in. Eventually, we'll have an tune in. Eventually, we'll have an tune in. Eventually, we'll have an answer to all this. Yeah. answer to all this. Yeah. answer to all this. Yeah. But, uh once again, thank you and we'll But, uh once again, thank you and we'll But, uh once again, thank you and we'll see you next week. see you next week. see you next week. [Applause] [Applause] [Applause] Bye.