IoT Coffee Talk: Episode 201 - GPUs Are Eating The World!! (live from GTC 2024)
Read full transcript 39 segments
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hey hey everybody everybody everybody hello where are hello where are hello where are you I'm right in front of the coffee you I'm right in front of the coffee you I'm right in front of the coffee stand here the Press stand here the Press stand here the Press area Nvidia GTC you see area Nvidia GTC you see area Nvidia GTC you see that oh AI cof why do they call it cof why do they call it GTC it's the GPU GPU technology GTC it's the GPU GPU technology GTC it's the GPU GPU technology conference yes it's not is it is it conference yes it's not is it is it conference yes it's not is it is it nvidia's own like conference or do they nvidia's own like conference or do they nvidia's own like conference or do they have all their have all their have all their Partners they bring Partners they bring Partners they bring Partners they bring Partners they bring Partners they bring Partners right because they they have uh Partners right because they they have uh Partners right because they they have uh demos as well and join demos as well and join demos as well and join presentations yeah well the running joke presentations yeah well the running joke presentations yeah well the running joke is they bring they they bring their is they bring they they bring their is they bring they they bring their partners and they don't then they don't partners and they don't then they don't partners and they don't then they don't talk about them oh they do I've been talk about them oh they do I've been talk about them oh they do I've been listening yeah one the big complaints I listening yeah one the big complaints I listening yeah one the big complaints I saw a lot of press announcements that I saw a lot of press announcements that I saw a lot of press announcements that I haven't been watching so I haven't been haven't been watching so I haven't been haven't been watching so I haven't been they bring their customers not their they bring their customers not their they bring their customers not their Partners Partners Partners stuff yeah but they call them Partners stuff yeah but they call them Partners stuff yeah but they call them Partners right because they they integrate things right because they they integrate things right because they they integrate things together yeah no he Jensen mentioned all together yeah no he Jensen mentioned all together yeah no he Jensen mentioned all the partners when he was doing when he the partners when he was doing when he the partners when he was doing when he was on stage a couple days ago doing was on stage a couple days ago doing was on stage a couple days ago doing this thing all good yeah that's weird um this thing all good yeah that's weird um this thing all good yeah that's weird um and that's an interesting question I've and that's an interesting question I've and that's an interesting question I've been asking a lot of people who's your been asking a lot of people who's your been asking a lot of people who's your customer and who's your partner and man customer and who's your partner and man customer and who's your partner and man you want to talk about people going
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you want to talk about people going you want to talk about people going that's a good question it's like do you that's a good question it's like do you that's a good question it's like do you not know that answer everyone thinks not know that answer everyone thinks not know that answer everyone thinks that they're partner they don't think no that they're partner they don't think no that they're partner they don't think no one thinks that they're a customer it's one thinks that they're a customer it's one thinks that they're a customer it's like weird yeah well that's that's an like weird yeah well that's that's an like weird yeah well that's that's an excellent question in general right in excellent question in general right in excellent question in general right in all the all the all the industry right right what the hell are industry right right what the hell are industry right right what the hell are you yeah wow do you fit the definition you yeah wow do you fit the definition you yeah wow do you fit the definition is pretty simple I mean you have a is pretty simple I mean you have a is pretty simple I mean you have a partner if you have a common customers partner if you have a common customers partner if you have a common customers that pay both of you if the payment is that pay both of you if the payment is that pay both of you if the payment is One Direction is not a One Direction is not a One Direction is not a bip that which should bother a lot of bip that which should bother a lot of bip that which should bother a lot of people but um yeah and hey um everyone people but um yeah and hey um everyone people but um yeah and hey um everyone welcome to iot Coffee Talk we still have welcome to iot Coffee Talk we still have welcome to iot Coffee Talk we still have coffee talkers um scolling in but full coffee talkers um scolling in but full coffee talkers um scolling in but full disclosure take us seriously at your own disclosure take us seriously at your own disclosure take us seriously at your own frakin risk okay do not bet gamble bet frakin risk okay do not bet gamble bet frakin risk okay do not bet gamble bet on the stock market and anything else on the stock market and anything else on the stock market and anything else forces based on anything that we say forces based on anything that we say forces based on anything that we say okay we're just here to have fun and we okay we're just here to have fun and we okay we're just here to have fun and we hope you enjoy he what about the bracket hope you enjoy he what about the bracket hope you enjoy he what about the bracket you know yeah yeah like so I'm I'm you know yeah yeah like so I'm I'm you know yeah yeah like so I'm I'm risking this because last year I made risking this because last year I made risking this because last year I made statement and of course we went out in statement and of course we went out in statement and of course we went out in the first round to a number 16 seed so the first round to a number 16 seed so the first round to a number 16 seed so if it happens again I I I'm I'm Jinx I'm if it happens again I I I'm I'm Jinx I'm if it happens again I I I'm I'm Jinx I'm a jinx so well my agies play on Friday a jinx so well my agies play on Friday a jinx so well my agies play on Friday and I just have no idea because they've and I just have no idea because they've and I just have no idea because they've been so up and down this year Well been so up and down this year Well been so up and down this year Well Stephanie you know who I'm pulling for Stephanie you know who I'm pulling for Stephanie you know who I'm pulling for I'm pulling for f Slama Jama University I'm pulling for f Slama Jama University I'm pulling for f Slama Jama University Houston
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Houston Houston couger you know what once the aies are couger you know what once the aies are couger you know what once the aies are out I'm all in for Houston even without out I'm all in for Houston even without out I'm all in for Houston even without ply Drex ke alijan they're going to get ply Drex ke alijan they're going to get ply Drex ke alijan they're going to get it done this year they got really close it done this year they got really close it done this year they got really close last year they're going to get it done last year they're going to get it done last year they're going to get it done this year you think I think they are I this year you think I think they are I this year you think I think they are I think this year we have a strong Auburn think this year we have a strong Auburn think this year we have a strong Auburn playing Auburn looks good y Auburn looks playing Auburn looks good y Auburn looks playing Auburn looks good y Auburn looks good that's my team I've got them final good that's my team I've got them final good that's my team I've got them final four I shouldn't I run an NCAA pool and four I shouldn't I run an NCAA pool and four I shouldn't I run an NCAA pool and there's a lot of people in it so I don't there's a lot of people in it so I don't there's a lot of people in it so I don't have Auburn in my son didn't get into have Auburn in my son didn't get into have Auburn in my son didn't get into their Aviation program so I'm like a their Aviation program so I'm like a their Aviation program so I'm like a little bit bitter about that so I'm like little bit bitter about that so I'm like little bit bitter about that so I'm like eh screw AU eh screw AU eh screw AU oh really he he tried to get into their oh really he he tried to get into their oh really he he tried to get into their it's very very competitive to get into it's very very competitive to get into it's very very competitive to get into their Aviation it is we tour it last their Aviation it is we tour it last their Aviation it is we tour it last year our son is a double e student at year our son is a double e student at year our son is a double e student at Auburn and we go several times a year Auburn and we go several times a year Auburn and we go several times a year and when we go during parents weekend we and when we go during parents weekend we and when we go during parents weekend we tour various engineering schools that's tour various engineering schools that's tour various engineering schools that's good and last year we did Aviation we've good and last year we did Aviation we've good and last year we did Aviation we've done a nuclear engineering lab of done a nuclear engineering lab of done a nuclear engineering lab of mechanical engineering we did that mechanical engineering we did that mechanical engineering we did that that's that's huge huge huge but that's that's huge huge huge but that's that's huge huge huge but Aviation yeah you're right it was um was Aviation yeah you're right it was um was Aviation yeah you're right it was um was quite interesting and the there was a a quite interesting and the there was a a quite interesting and the there was a a female student that that gave us the female student that that gave us the female student that that gave us the tour so it was very refreshing because tour so it was very refreshing because tour so it was very refreshing because she said her grandparents she was from she said her grandparents she was from she said her grandparents she was from Huntsville her grandparents had worked Huntsville her grandparents had worked Huntsville her grandparents had worked for NASA oh nice grandparents yeah I've for NASA oh nice grandparents yeah I've for NASA oh nice grandparents yeah I've got a friend I got a friend at Purdue
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got a friend I got a friend at Purdue got a friend I got a friend at Purdue that's a NASA astronaut he was my pledge that's a NASA astronaut he was my pledge that's a NASA astronaut he was my pledge guy named Drew foyo great guy named Drew foyo great guy named Drew foyo great oh that's has a pretty reputable program oh that's has a pretty reputable program oh that's has a pretty reputable program as well maybe yeah much more impressive than I maybe yeah much more impressive than I am but a guy that's been in space with a am but a guy that's been in space with a am but a guy that's been in space with a wrench fixing the Hubble you know so you wrench fixing the Hubble you know so you wrench fixing the Hubble you know so you went to Purdue Eric I did oh went to Purdue Eric I did oh went to Purdue Eric I did oh congratulations I trying to figure out congratulations I trying to figure out congratulations I trying to figure out what Purdue wants to be on the one hand what Purdue wants to be on the one hand what Purdue wants to be on the one hand I hear about all the ISA 995 you know I hear about all the ISA 995 you know I hear about all the ISA 995 you know the Purdue model for mod iot blah blah the Purdue model for mod iot blah blah the Purdue model for mod iot blah blah blah stuff and there's a lot of people blah stuff and there's a lot of people blah stuff and there's a lot of people who live and breed that then I also hear who live and breed that then I also hear who live and breed that then I also hear when I spent all that fun time in when I spent all that fun time in when I spent all that fun time in agriculture Purdue is also big a the big agriculture Purdue is also big a the big agriculture Purdue is also big a the big a school and some of the biggest thought a school and some of the biggest thought a school and some of the biggest thought leading in agriculture comes out of leading in agriculture comes out of leading in agriculture comes out of Purdue as well so it's kind of a one two Purdue as well so it's kind of a one two Purdue as well so it's kind of a one two punch whether you're the factory or the punch whether you're the factory or the punch whether you're the factory or the farm you know yeah it's that you just farm you know yeah it's that you just farm you know yeah it's that you just described Purdue perfectly I mean described Purdue perfectly I mean described Purdue perfectly I mean spending four years there was it was spending four years there was it was spending four years there was it was really a lot of engineering obviously really a lot of engineering obviously really a lot of engineering obviously and Aerospace and EG and computer I'll and Aerospace and EG and computer I'll and Aerospace and EG and computer I'll age myself it was pretty new when I was age myself it was pretty new when I was age myself it was pretty new when I was there um and weren we weren't really uh there um and weren we weren't really uh there um and weren we weren't really uh uh in fact it was in Liberal Arts when I uh in fact it was in Liberal Arts when I uh in fact it was in Liberal Arts when I started then they moved it into the the started then they moved it into the the started then they moved it into the the School of Science so um but it's become School of Science so um but it's become School of Science so um but it's become at computer science so are you a at computer science so are you a at computer science so are you a mechanical engineering grad well I was a mechanical engineering grad well I was a mechanical engineering grad well I was a pure computer science oh you are okay pure computer science oh you are okay pure computer science oh you are okay yeah all all all vax you know the vi
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yeah all all all vax you know the vi yeah all all all vax you know the vi editor terminal guy stuff back in the editor terminal guy stuff back in the editor terminal guy stuff back in the day outstanding hey I communicated with day outstanding hey I communicated with day outstanding hey I communicated with when my husband and I started dating we when my husband and I started dating we when my husband and I started dating we were communicating on VX machines yeah were communicating on VX machines yeah were communicating on VX machines yeah started out on a deck started out on a deck started out on a deck PD I was a student he was working at TI PD I was a student he was working at TI PD I was a student he was working at TI but we were on vax machine not the only but we were on vax machine not the only but we were on vax machine not the only there so the VX machine was kind of like there so the VX machine was kind of like there so the VX machine was kind of like your tender or whatever backp left or right you know you think backp left or right you know you think about the history of computing you think about the history of computing you think about the history of computing you think about the pdp1 you know if you remember about the pdp1 you know if you remember about the pdp1 you know if you remember Steve wnc was trying to recreate the Steve wnc was trying to recreate the Steve wnc was trying to recreate the pdp1 on a piece of P wood when he built pdp1 on a piece of P wood when he built pdp1 on a piece of P wood when he built the apple one yep and that's and and he the apple one yep and that's and and he the apple one yep and that's and and he was just he's like well we don't need was just he's like well we don't need was just he's like well we don't need this and we can make this smaller you this and we can make this smaller you this and we can make this smaller you know the and kind of blew apart the know the and kind of blew apart the know the and kind of blew apart the notion that these machines had to be notion that these machines had to be notion that these machines had to be giant you know yeah he was he was one of giant you know yeah he was he was one of giant you know yeah he was he was one of my heroes him and and a guy named um um my heroes him and and a guy named um um my heroes him and and a guy named um um Richard Garett if you know who Richard Richard Garett if you know who Richard Richard Garett if you know who Richard Garett is the gaming guy from Ultima oh Garett is the gaming guy from Ultima oh Garett is the gaming guy from Ultima oh yeah Ultima I remember that he's an yeah Ultima I remember that he's an yeah Ultima I remember that he's an Austin he's an Austin dude yeah okay all Austin he's an Austin dude yeah okay all Austin he's an Austin dude yeah okay all right I was that kid I was that nerd in right I was that kid I was that nerd in right I was that kid I was that nerd in the computer science center that spent a the computer science center that spent a the computer science center that spent a lot of time playing Dungeons and Dragons lot of time playing Dungeons and Dragons lot of time playing Dungeons and Dragons and doing computers and Little T very and doing computers and Little T very and doing computers and Little T very very very little time with girls or very very little time with girls or very very little time with girls or dates it was all computers for yeah that dates it was all computers for yeah that dates it was all computers for yeah that not shocking I'm sure what a nerd not shocking I'm sure what a nerd not shocking I'm sure what a nerd complete nerd you know I know last night complete nerd you know I know last night complete nerd you know I know last night my son had a he was preparing my son had a he was preparing my son had a he was preparing for a math test and he always gives me
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for a math test and he always gives me for a math test and he always gives me the complete study guide he goes mom the complete study guide he goes mom the complete study guide he goes mom here feel this out so I can study it and here feel this out so I can study it and here feel this out so I can study it and I'm like and you know I do because I I'm like and you know I do because I I'm like and you know I do because I love it and I'm like I'm such a nerd I'm love it and I'm like I'm such a nerd I'm love it and I'm like I'm such a nerd I'm ready for I'm and so I sent a note to ready for I'm and so I sent a note to ready for I'm and so I sent a note to all the parents last night I said I'm all the parents last night I said I'm all the parents last night I said I'm ready for the math ready for the math ready for the math test oh my God touch that stuff test oh my God touch that stuff test oh my God touch that stuff nowadays by do you know do you remember nowadays by do you know do you remember nowadays by do you know do you remember the name of the app you using to to the name of the app you using to to the name of the app you using to to chatting on the vax oh gosh no the app chatting on the vax oh gosh no the app chatting on the vax oh gosh no the app was called phone oh oh my God you was called phone oh oh my God you was called phone oh oh my God you between one terminal to another using VX between one terminal to another using VX between one terminal to another using VX VMS and actually I wrote the similar app VMS and actually I wrote the similar app VMS and actually I wrote the similar app on the on the main frame computer to do on the on the main frame computer to do on the on the main frame computer to do the same kind of stuff oh nice so you're the same kind of stuff oh nice so you're the same kind of stuff oh nice so you're also a nerd Demetri welcome his oh yeah also a nerd Demetri welcome his oh yeah also a nerd Demetri welcome his oh yeah yeah well dirty historian I look at the yeah well dirty historian I look at the yeah well dirty historian I look at the background of Demitri look background of Demitri look background of Demitri look what's I might have told the story on what's I might have told the story on what's I might have told the story on the show but we one of my first hack was the show but we one of my first hack was the show but we one of my first hack was on this um IBM 360 French equivalent and on this um IBM 360 French equivalent and on this um IBM 360 French equivalent and the things that the the source code of the things that the the source code of the things that the the source code of the operating system was somewhere the operating system was somewhere the operating system was somewhere hidden in the computers so you could hidden in the computers so you could hidden in the computers so you could change the operating system crash it and change the operating system crash it and change the operating system crash it and reboot it we did a few stupid things the reboot it we did a few stupid things the reboot it we did a few stupid things the thing we didn't know at the time with my thing we didn't know at the time with my thing we didn't know at the time with my friend that that computer was used to friend that that computer was used to friend that that computer was used to compute the result of the engineer compute the result of the engineer compute the result of the engineer schools in the in in France Nationwide schools in the in in France Nationwide schools in the in in France Nationwide oh wow my goodness so when they realized oh wow my goodness so when they realized oh wow my goodness so when they realized that we're hacking the thing actually we that we're hacking the thing actually we that we're hacking the thing actually we told them they they got pretty scared told them they they got pretty scared told them they they got pretty scared yeah wow wow oh my God I did the same my yeah wow wow oh my God I did the same my yeah wow wow oh my God I did the same my dad's insurance company as an intern I dad's insurance company as an intern I dad's insurance company as an intern I changed the the messages and and made
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changed the the messages and and made changed the the messages and and made them something stupid and got in a lot them something stupid and got in a lot them something stupid and got in a lot of trouble for that it was the main of trouble for that it was the main of trouble for that it was the main thing that's awesome so I made it to thing that's awesome so I made it to thing that's awesome so I made it to Texas I'm in Dallas now and I'll be in Texas I'm in Dallas now and I'll be in Texas I'm in Dallas now and I'll be in Houston next week I'm running a Houston next week I'm running a Houston next week I'm running a conference it's an oil and gas emissions conference it's an oil and gas emissions conference it's an oil and gas emissions conference basically um it's these folks conference basically um it's these folks conference basically um it's these folks I've been involved with it for I've been involved with it for I've been involved with it for years kind energy conferen deal for years kind energy conferen deal for years kind energy conferen deal for years oh yeah no and Leonard is so loud years oh yeah no and Leonard is so loud years oh yeah no and Leonard is so loud um but yeah anyway so that that should um but yeah anyway so that that should um but yeah anyway so that that should be interesting so I'm gonna be the be interesting so I'm gonna be the be interesting so I'm gonna be the conference chair and run that thing for conference chair and run that thing for conference chair and run that thing for three days so what's it what's it called three days so what's it what's it called three days so what's it what's it called it's well it's a strange name this one it's well it's a strange name this one it's well it's a strange name this one is called it's like literally carbon is called it's like literally carbon is called it's like literally carbon tracking and Reporting it's uh and tracking and Reporting it's uh and tracking and Reporting it's uh and so last year it basically you'll have so last year it basically you'll have so last year it basically you'll have you know VPS for sustainability or you know VPS for sustainability or you know VPS for sustainability or whatever from all the super major oil whatever from all the super major oil whatever from all the super major oil companies will be there um you know as companies will be there um you know as companies will be there um you know as you know you know obviously there's a you know you know obviously there's a you know you know obviously there's a stuff you have to do for the EPA you've stuff you have to do for the EPA you've stuff you have to do for the EPA you've probably heard of the stuff that SEC is probably heard of the stuff that SEC is probably heard of the stuff that SEC is requiring and all that kind of stuff and requiring and all that kind of stuff and requiring and all that kind of stuff and uh it's a real thing that no one thinks uh it's a real thing that no one thinks uh it's a real thing that no one thinks about but to tell you the iot about but to tell you the iot about but to tell you the iot opportunity there because I'd go there opportunity there because I'd go there opportunity there because I'd go there ex I yeah before I was doing what I'm ex I yeah before I was doing what I'm ex I yeah before I was doing what I'm working on right now I built that working on right now I built that working on right now I built that Greenhouse thing just to track emissions Greenhouse thing just to track emissions Greenhouse thing just to track emissions yeah we're not talking rocket science yeah we're not talking rocket science yeah we're not talking rocket science we're just talking the importance of we're just talking the importance of we're just talking the importance of continuous monitoring yes complely agree continuous monitoring yes complely agree continuous monitoring yes complely agree and I'll give you the scenario then you and I'll give you the scenario then you and I'll give you the scenario then you can understand that even without ml or
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can understand that even without ml or can understand that even without ml or anything magical there's so much value anything magical there's so much value anything magical there's so much value imagine if you had you're a small oil imagine if you had you're a small oil imagine if you had you're a small oil company and you have 400 drilling pad company and you have 400 drilling pad company and you have 400 drilling pad sites let's just say around West Texas sites let's just say around West Texas sites let's just say around West Texas and the government requirements are that and the government requirements are that and the government requirements are that you need to visit each one of those you need to visit each one of those you need to visit each one of those sites four times a year and take like a sites four times a year and take like a sites four times a year and take like a methane reading and maybe some other methane reading and maybe some other methane reading and maybe some other noxious gas breedings and then you have noxious gas breedings and then you have noxious gas breedings and then you have to get that data to them you know you to get that data to them you know you to get that data to them you know you know how I always joke about you know know how I always joke about you know know how I always joke about you know your competing with a guy with a your competing with a guy with a your competing with a guy with a Flipboard well it's kind of like that Flipboard well it's kind of like that Flipboard well it's kind of like that it's a guy in a pickup truck in a cowboy it's a guy in a pickup truck in a cowboy it's a guy in a pickup truck in a cowboy hat and he does that what the real light hat and he does that what the real light hat and he does that what the real light bulb for me I was actually talking to a bulb for me I was actually talking to a bulb for me I was actually talking to a guy who worked for a company and he was guy who worked for a company and he was guy who worked for a company and he was explaining what he had to do and he goes explaining what he had to do and he goes explaining what he had to do and he goes guess how much that costs us 35 million guess how much that costs us 35 million guess how much that costs us 35 million a year it's a tax it's a it just hits us a year it's a tax it's a it just hits us a year it's a tax it's a it just hits us there's no upside we just have to do it there's no upside we just have to do it there's no upside we just have to do it yeah and I'm just like it just seems yeah and I'm just like it just seems yeah and I'm just like it just seems insane to me I mean the insane to me I mean the insane to me I mean the simplest thing we did with iot before simplest thing we did with iot before simplest thing we did with iot before you do anything fancy is just remote you do anything fancy is just remote you do anything fancy is just remote monitoring you know monitor limit truck monitoring you know monitor limit truck monitoring you know monitor limit truck rolls right same thing in truck rolls to rolls right same thing in truck rolls to rolls right same thing in truck rolls to to to to to inspect Crossings yeah to to to to inspect Crossings yeah to to to to inspect Crossings yeah reduce that workload that you know look reduce that workload that you know look reduce that workload that you know look at look what happened during the at look what happened during the at look what happened during the pandemic right that they didn't have pandemic right that they didn't have pandemic right that they didn't have people to go do people to go do people to go do this accelerate things one of the this accelerate things one of the this accelerate things one of the earlier use cases and before I was even earlier use cases and before I was even earlier use cases and before I was even talk we were talking about machine talk we were talking about machine talk we were talking about machine learning was the uh electronic meter learning was the uh electronic meter learning was the uh electronic meter reading and how they used it went from
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reading and how they used it went from reading and how they used it went from people to cars driving by connecting and people to cars driving by connecting and people to cars driving by connecting and then monitoring but it was just like I then monitoring but it was just like I then monitoring but it was just like I remember like laughing at the fact that remember like laughing at the fact that remember like laughing at the fact that they had the truck rolls you know the r they had the truck rolls you know the r they had the truck rolls you know the r the trucks coming by to read people the trucks coming by to read people the trucks coming by to read people should realize how valuable it is to should realize how valuable it is to should realize how valuable it is to just I know it doesn't sound sexy to just I know it doesn't sound sexy to just I know it doesn't sound sexy to produce truck rolls because it doesn't produce truck rolls because it doesn't produce truck rolls because it doesn't refer to a deep neural network but yeah refer to a deep neural network but yeah refer to a deep neural network but yeah it's Mega valuable and it saves you it's Mega valuable and it saves you it's Mega valuable and it saves you money the fact that this one company 35 money the fact that this one company 35 money the fact that this one company 35 millon in a year basically truck rolls millon in a year basically truck rolls millon in a year basically truck rolls yeah is what it is but so because I ask yeah is what it is but so because I ask yeah is what it is but so because I ask myself the same question you know myself the same question you know myself the same question you know sometimes you know late at night I watch sometimes you know late at night I watch sometimes you know late at night I watch stupid show like gold rush and you look stupid show like gold rush and you look stupid show like gold rush and you look at how those people extract gold and and at how those people extract gold and and at how those people extract gold and and they have all this problem of machine they have all this problem of machine they have all this problem of machine fing I'm like why don't they put a fing I'm like why don't they put a fing I'm like why don't they put a sensor in a camera it's gonna cost sensor in a camera it's gonna cost sensor in a camera it's gonna cost nothing so the question is why why nothing so the question is why why nothing so the question is why why people don't realize that this people don't realize that this people don't realize that this technology is so easily available for technology is so easily available for technology is so easily available for simple thing as you said monitoring and simple thing as you said monitoring and simple thing as you said monitoring and just your kind of alert that you think just your kind of alert that you think just your kind of alert that you think is vibrating far too much that it should is vibrating far too much that it should is vibrating far too much that it should go go have a look at your go go have a look at your go go have a look at your thing failure so why isn't spreading thing failure so why isn't spreading thing failure so why isn't spreading it's it's the physical aspect of that it's it's the physical aspect of that it's it's the physical aspect of that right like we find the software part right like we find the software part right like we find the software part easy but man when you got to screw easy but man when you got to screw easy but man when you got to screw something in and you got to you got to something in and you got to you got to something in and you got to you got to go out to West Texas and deal with go out to West Texas and deal with go out to West Texas and deal with spiders and and just the environment spiders and and just the environment spiders and and just the environment that's the stuff that that that's tricky that's the stuff that that that's tricky that's the stuff that that that's tricky it's it's it's whenever equipment speaking of West whenever equipment speaking of West whenever equipment speaking of West Texas my husband's out in West Texas Texas my husband's out in West Texas Texas my husband's out in West Texas right now and what he's doing he's right now and what he's doing he's right now and what he's doing he's retrofitting all of the cameras that are retrofitting all of the cameras that are retrofitting all of the cameras that are pointing to all the feeders so he
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pointing to all the feeders so he pointing to all the feeders so he already he already set up a monitoring already he already set up a monitoring already he already set up a monitoring system for all the tanks out there for system for all the tanks out there for system for all the tanks out there for water reasons cuz if a water tank goes water reasons cuz if a water tank goes water reasons cuz if a water tank goes then there's dead animals but right now then there's dead animals but right now then there's dead animals but right now he's retrofitting all the cameras he's retrofitting all the cameras he's retrofitting all the cameras because the old camera system he would because the old camera system he would because the old camera system he would literally have to go pull the cards go literally have to go pull the cards go literally have to go pull the cards go through visually thousands of pictures through visually thousands of pictures through visually thousands of pictures to look for Mountain lines and do all to look for Mountain lines and do all to look for Mountain lines and do all kinds of things right and now he's kinds of things right and now he's kinds of things right and now he's putting some smart cameras in and he has putting some smart cameras in and he has putting some smart cameras in and he has to retrofit them because of the to retrofit them because of the to retrofit them because of the environment and all this and I'm like environment and all this and I'm like environment and all this and I'm like babe you know AI could go through all babe you know AI could go through all babe you know AI could go through all those and just find what you're looking those and just find what you're looking those and just find what you're looking for because he's like my eyes are for because he's like my eyes are for because he's like my eyes are burning and he that's what his practice burning and he that's what his practice burning and he that's what his practice has been for the past seven years is has been for the past seven years is has been for the past seven years is looking through thousands of photos and looking through thousands of photos and looking through thousands of photos and I'm as mountain lion not mountain lion I'm as mountain lion not mountain lion I'm as mountain lion not mountain lion rabbit squirrel rabbit squirrel rabbit squirrel tiger something really Co use case tiger something really Co use case tiger something really Co use case there's a use case for kind of a rugged there's a use case for kind of a rugged there's a use case for kind of a rugged eyes you know pretty generic monitoring eyes you know pretty generic monitoring eyes you know pretty generic monitoring machine that you can deoy at scales and machine that you can deoy at scales and machine that you can deoy at scales and then you get a maybe there's a business then you get a maybe there's a business then you get a maybe there's a business to build there because maybe those to build there because maybe those to build there because maybe those people just don't realize how kind of people just don't realize how kind of people just don't realize how kind of easy it is the problem is scale and it's easy it is the problem is scale and it's easy it is the problem is scale and it's very specialized but if you can bu very specialized but if you can bu very specialized but if you can bu something kind of generic which probably something kind of generic which probably something kind of generic which probably just a camera a microphone and a bunch just a camera a microphone and a bunch just a camera a microphone and a bunch of wires and that is really rugged hard of wires and that is really rugged hard of wires and that is really rugged hard uses some kind of new bound WIS on the uses some kind of new bound WIS on the uses some kind of new bound WIS on the network somewhere yeah know maybe network somewhere yeah know maybe network somewhere yeah know maybe there's something to do that to to help there's something to do that to to help there's something to do that to to help those people because and maybe it is those people because and maybe it is those people because and maybe it is also we're doing bad by you know talking also we're doing bad by you know talking also we're doing bad by you know talking all about Ai and ML and gen Ai and so it
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all about Ai and ML and gen Ai and so it all about Ai and ML and gen Ai and so it looks complicated because at the end of looks complicated because at the end of looks complicated because at the end of the day as Rob said is know level one is the day as Rob said is know level one is the day as Rob said is know level one is just monitor the stuff and hey there is just monitor the stuff and hey there is just monitor the stuff and hey there is something that shouldn't be here which something that shouldn't be here which something that shouldn't be here which could be detected by vision and go have could be detected by vision and go have could be detected by vision and go have a look this company samsara is not a look this company samsara is not a look this company samsara is not fixing this do you know samsara is are fixing this do you know samsara is are fixing this do you know samsara is are they doing it they're doing it Sam Sarah they doing it they're doing it Sam Sarah they doing it they're doing it Sam Sarah yeah I know Sam Sarah I'm impressed with yeah I know Sam Sarah I'm impressed with yeah I know Sam Sarah I'm impressed with Sam Sarah they've done a good job of to Sam Sarah they've done a good job of to Sam Sarah they've done a good job of to me they're the one of the few iot me they're the one of the few iot me they're the one of the few iot success stories right now they really success stories right now they really success stories right now they really done a good job and they're not and done a good job and they're not and done a good job and they're not and they're not getting the notoriety that I they're not getting the notoriety that I they're not getting the notoriety that I think that they should like they're like think that they should like they're like think that they should like they're like out there in the media they just aren't out there in the media they just aren't out there in the media they just aren't they're kind of a quiet quietly um a they're kind of a quiet quietly um a they're kind of a quiet quietly um a successful company quietly a billion successful company quietly a billion successful company quietly a billion dollar recurring Revenue a year that's dollar recurring Revenue a year that's dollar recurring Revenue a year that's that's pretty good that's pretty good that's pretty good billion they're at a billion oh wow yeah billion they're at a billion oh wow yeah billion they're at a billion oh wow yeah they did really well no doubt about it they did really well no doubt about it they did really well no doubt about it um but yes I was lucky enough my drive um but yes I was lucky enough my drive um but yes I was lucky enough my drive to Texas I stopped in New Mexico and to Texas I stopped in New Mexico and to Texas I stopped in New Mexico and went to the very large Ray who saw the went to the very large Ray who saw the went to the very large Ray who saw the movie contact yes Jody Foster I got to movie contact yes Jody Foster I got to movie contact yes Jody Foster I got to visit there and do the visitor tour and visit there and do the visitor tour and visit there and do the visitor tour and that was so cool that was so neat that was so cool that was so neat that was so cool that was so neat absolutely did you see absolutely did you see absolutely did you see Jody you know inside the visitors Jody you know inside the visitors Jody you know inside the visitors building there is like an audio kind of building there is like an audio kind of building there is like an audio kind of thing you could do and it is Jody Foster thing you could do and it is Jody Foster thing you could do and it is Jody Foster I love that movie by I love that movie I I love that movie by I love that movie I I love that movie by I love that movie I M right with Jo yeah Stephanie you M right with Jo yeah Stephanie you M right with Jo yeah Stephanie you should watch it it's just called Contact should watch it it's just called Contact should watch it it's just called Contact it's amazing yeah watch it but this is it's amazing yeah watch it but this is it's amazing yeah watch it but this is one of the things that that amazed me one of the things that that amazed me one of the things that that amazed me about communication how like far away
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about communication how like far away about communication how like far away objects are sending data to to our objects are sending data to to our objects are sending data to to our planet right uh what's the communication planet right uh what's the communication planet right uh what's the communication system that it's out there in the space system that it's out there in the space system that it's out there in the space we are doing really small time iot we are doing really small time iot we are doing really small time iot compared to those guys absolutely well compared to those guys absolutely well compared to those guys absolutely well it's time travel man imagine the boy the it's time travel man imagine the boy the it's time travel man imagine the boy the boar uh ships right that they were when boar uh ships right that they were when boar uh ships right that they were when in 70s 80s yes 7 76 yes I watched I read in 70s 80s yes 7 76 yes I watched I read in 70s 80s yes 7 76 yes I watched I read documentary yeah and there I think we documentary yeah and there I think we documentary yeah and there I think we talked about that on the previous show talked about that on the previous show talked about that on the previous show we're still reprogramming it the video we're still reprogramming it the video we're still reprogramming it the video Yeah indeed yeah and I don't know what Yeah indeed yeah and I don't know what Yeah indeed yeah and I don't know what language they use I don't know if it's a language they use I don't know if it's a language they use I don't know if it's a sembler or sembler or sembler or something it is semar for sure because something it is semar for sure because something it is semar for sure because you're right it did in the 70s when you you're right it did in the 70s when you you're right it did in the 70s when you think about you know how something think about you know how something think about you know how something that's got to last that long and they that's got to last that long and they that's got to last that long and they launched Voyer one in One Direction and launched Voyer one in One Direction and launched Voyer one in One Direction and Voyer 2 and another just for redundancy Voyer 2 and another just for redundancy Voyer 2 and another just for redundancy hoping they'll survive I literally just hoping they'll survive I literally just hoping they'll survive I literally just watched the documentary on it that's watched the documentary on it that's watched the documentary on it that's recent as of 2023 and there's a small recent as of 2023 and there's a small recent as of 2023 and there's a small tiny team now left who is still tiny team now left who is still tiny team now left who is still maintaining uh you know and sending maintaining uh you know and sending maintaining uh you know and sending commands to Voyager I think they said it commands to Voyager I think they said it commands to Voyager I think they said it was like 21 hours communication time was like 21 hours communication time was like 21 hours communication time because the speed of light so slow yeah because the speed of light so slow yeah because the speed of light so slow yeah and uh they're almost out of gas they're and uh they're almost out of gas they're and uh they're almost out of gas they're almost dead um and it's really called almost dead um and it's really called almost dead um and it's really called but they're in interstellar space uh but they're in interstellar space uh but they're in interstellar space uh they they were able to totally map the they they were able to totally map the they they were able to totally map the heliosphere around the solar system heliosphere around the solar system heliosphere around the solar system because it penetrated so uh cuz a lot of because it penetrated so uh cuz a lot of because it penetrated so uh cuz a lot of people after it you know it was going to people after it you know it was going to people after it you know it was going to do you know Saturn Jupiter Uranus
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do you know Saturn Jupiter Uranus do you know Saturn Jupiter Uranus Neptune and then after that mission was Neptune and then after that mission was Neptune and then after that mission was done but it didn't die they just kept done but it didn't die they just kept done but it didn't die they just kept going going and so lots of people left going going and so lots of people left going going and so lots of people left the team and so there's like this the team and so there's like this the team and so there's like this Skeleton Crew you don't to talk about Skeleton Crew you don't to talk about Skeleton Crew you don't to talk about the idea of having your important the idea of having your important the idea of having your important computer under your desk there's like in computer under your desk there's like in computer under your desk there's like in their office there are these computers their office there are these computers their office there are these computers and the big signs like don't and the big signs like don't and the big signs like don't touch that that old code last forever touch that that old code last forever touch that that old code last forever right assembler Cobalt you know it's right assembler Cobalt you know it's right assembler Cobalt you know it's again that's my old world when you the again that's my old world when you the again that's my old world when you the stuff that's running Air Traffic Control stuff that's running Air Traffic Control stuff that's running Air Traffic Control think about how much how much shorter think about how much how much shorter think about how much how much shorter its life would have been if you'd its life would have been if you'd its life would have been if you'd written the code in one of today's written the code in one of today's written the code in one of today's bloated program languages yes it bloated program languages yes it bloated program languages yes it requires way more CPU Cycles to do the requires way more CPU Cycles to do the requires way more CPU Cycles to do the same thing uh there would be no same thing uh there would be no same thing uh there would be no sustainability on that rock it's beyond the languages that was rock it's beyond the languages that was used there was a lot of documentation used there was a lot of documentation used there was a lot of documentation the Apollo guidance computer I I watch a the Apollo guidance computer I I watch a the Apollo guidance computer I I watch a lot of show there's actually a great lot of show there's actually a great lot of show there's actually a great show uh it's called light your ahead the show uh it's called light your ahead the show uh it's called light your ahead the guys that explain but it's more than the guys that explain but it's more than the guys that explain but it's more than the language it's really the design language it's really the design language it's really the design principle and the reliability and the principle and the reliability and the principle and the reliability and the and the tight integration between the and the tight integration between the and the tight integration between the hardware the operating system and the hardware the operating system and the hardware the operating system and the code so that it's reliable so it always code so that it's reliable so it always code so that it's reliable so it always restarts on its own feet it has see like restarts on its own feet it has see like restarts on its own feet it has see like you know checkpoint so it's kind of a you know checkpoint so it's kind of a you know checkpoint so it's kind of a very strong thinking and design if you very strong thinking and design if you very strong thinking and design if you look at the way those things were look at the way those things were look at the way those things were designed in the 60s that this this is designed in the 60s that this this is designed in the 60s that this this is now we just write a bunch of freaking P now we just write a bunch of freaking P now we just write a bunch of freaking P Python and hope that somebody would Python and hope that somebody would Python and hope that somebody would catch the bugs in doing testing so I catch the bugs in doing testing so I catch the bugs in doing testing so I think yeah I think the pendulum is
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think yeah I think the pendulum is think yeah I think the pendulum is moving back though I think this this moving back though I think this this moving back though I think this this whole world of cloud and we've become whole world of cloud and we've become whole world of cloud and we've become just I I had an exec I won't name the just I I had an exec I won't name the just I I had an exec I won't name the name years ago tell me that performance name years ago tell me that performance name years ago tell me that performance no longer matters because you have uh no longer matters because you have uh no longer matters because you have uh ubiquitous Computing in the cloud and my ubiquitous Computing in the cloud and my ubiquitous Computing in the cloud and my CTO is with me in this meeting he's like CTO is with me in this meeting he's like CTO is with me in this meeting he's like performance will always matter and I performance will always matter and I performance will always matter and I think that you're going to see that think that you're going to see that think that you're going to see that pendulum swing back because uh as we go pendulum swing back because uh as we go pendulum swing back because uh as we go more to Edge Computing that that's that more to Edge Computing that that's that more to Edge Computing that that's that performance is is critical as as you performance is is critical as as you performance is is critical as as you scale up that stuff it absolutely is and scale up that stuff it absolutely is and scale up that stuff it absolutely is and it also costs money so when I was at it also costs money so when I was at it also costs money so when I was at Hitachi we're doing the lumata thing and Hitachi we're doing the lumata thing and Hitachi we're doing the lumata thing and I would walk around with the engineers I would walk around with the engineers I would walk around with the engineers building the tech and they thought I was building the tech and they thought I was building the tech and they thought I was insane I was like I need you server insane I was like I need you server insane I was like I need you server developers to think like embedded developers to think like embedded developers to think like embedded developers and you need and they did developers and you need and they did developers and you need and they did have that initial idea oh it's the cloud have that initial idea oh it's the cloud have that initial idea oh it's the cloud it's you B unlimited whatever I go this it's you B unlimited whatever I go this it's you B unlimited whatever I go this costs money that money gets passed on to costs money that money gets passed on to costs money that money gets passed on to the customer if because you write worse the customer if because you write worse the customer if because you write worse bloated code and we have to use the bloated code and we have to use the bloated code and we have to use the larger size virtual machine for instance larger size virtual machine for instance larger size virtual machine for instance in AWS there's a cost to that you know I in AWS there's a cost to that you know I in AWS there's a cost to that you know I go a performance and efficiency matters go a performance and efficiency matters go a performance and efficiency matters pretend you're doing embedded pretend you're doing embedded pretend you're doing embedded development on a Ser yes because if development on a Ser yes because if development on a Ser yes because if you're going to get to millions and you're going to get to millions and you're going to get to millions and millions of concurrent devices you have millions of concurrent devices you have millions of concurrent devices you have to have that performance it's going to to have that performance it's going to to have that performance it's going to be cost effective for for for these be cost effective for for for these be cost effective for for for these companies absolutely absolutely so companies absolutely absolutely so companies absolutely absolutely so important no doubt about it wow yes well important no doubt about it wow yes well important no doubt about it wow yes well that's cool the water tanks Stephanie a that's cool the water tanks Stephanie a that's cool the water tanks Stephanie a good friend of mine uh Jimmy Chapman good friend of mine uh Jimmy Chapman good friend of mine uh Jimmy Chapman he's got a little company called Ranch he's got a little company called Ranch he's got a little company called Ranch sense well Chris I know Ranch sense
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sense well Chris I know Ranch sense sense well Chris I know Ranch sense yeah yeah yeah yes Chris us him for all the water tanks yes Chris us him for all the water tanks yes Chris us him for all the water tanks so he's customer and they do business so he's customer and they do business so he's customer and they do business together already he talks to him more together already he talks to him more together already he talks to him more than I do yeah yeah gosh when did I talk than I do yeah yeah gosh when did I talk than I do yeah yeah gosh when did I talk with him 2020 I think yeah I get with him 2020 I think yeah I get with him 2020 I think yeah I get introduced to him from someone else in introduced to him from someone else in introduced to him from someone else in the indust he used to work at wellaware the indust he used to work at wellaware the indust he used to work at wellaware that was it it was the guys they introdu that was it it was the guys they introdu that was it it was the guys they introdu to Jeremy yeah absolutely yeah it's good to Jeremy yeah absolutely yeah it's good to Jeremy yeah absolutely yeah it's good stuff um he follows us very closely too stuff um he follows us very closely too stuff um he follows us very closely too so I'm not he this hi Jeremy maybe you so I'm not he this hi Jeremy maybe you so I'm not he this hi Jeremy maybe you remember me know you never know all remember me know you never know all remember me know you never know all right I'll see you guys I gotta run to I right I'll see you guys I gotta run to I right I'll see you guys I gotta run to I got a catch good to see you folks bye got a catch good to see you folks bye got a catch good to see you folks bye guys see you guys yeah absolutely good guys see you guys yeah absolutely good guys see you guys yeah absolutely good time tell GTC yeah what's the Hot Topic time tell GTC yeah what's the Hot Topic time tell GTC yeah what's the Hot Topic leard am I the only one tell us leard am I the only one tell us leard am I the only one tell us uh more gpus more gpus more gpus uh more gpus more gpus more gpus uh more gpus more gpus more gpus Blackwell it's just a yeah yeah no I Blackwell it's just a yeah yeah no I Blackwell it's just a yeah yeah no I mean it's I mean you have to hand it to mean it's I mean you have to hand it to mean it's I mean you have to hand it to the guys at uh Nvidia they with the uh the guys at uh Nvidia they with the uh the guys at uh Nvidia they with the uh Blackwell um chip as well as the new Blackwell um chip as well as the new Blackwell um chip as well as the new machines for the systems that they're machines for the systems that they're machines for the systems that they're offering uh man they they pretty good offering uh man they they pretty good offering uh man they they pretty good job of reducing the size and you know job of reducing the size and you know job of reducing the size and you know the power performance the power performance the power performance although you know one of the questions I although you know one of the questions I although you know one of the questions I wanted to ask Jensen I was at the wanted to ask Jensen I was at the wanted to ask Jensen I was at the analyst um Q&A was like what are you analyst um Q&A was like what are you analyst um Q&A was like what are you talking about in terms of like the the
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talking about in terms of like the the talking about in terms of like the the energy uh consumption reduction is it at energy uh consumption reduction is it at energy uh consumption reduction is it at the data center level or is it you know the data center level or is it you know the data center level or is it you know per rack or you know by the rack and you per rack or you know by the rack and you per rack or you know by the rack and you know so it's hard to tell you know they know so it's hard to tell you know they know so it's hard to tell you know they put out these these crazy numbers I mean put out these these crazy numbers I mean put out these these crazy numbers I mean everyone does it right you always have everyone does it right you always have everyone does it right you always have to try to figure out okay against what to try to figure out okay against what to try to figure out okay against what or assuming what right the context or assuming what right the context or assuming what right the context around the numbers but irregardless I around the numbers but irregardless I around the numbers but irregardless I mean you know generation over generation mean you know generation over generation mean you know generation over generation it's pretty massive Improvement and um it's pretty massive Improvement and um it's pretty massive Improvement and um you know one of the one of the you know one of the one of the you know one of the one of the interesting things is you know they did interesting things is you know they did interesting things is you know they did that whole thing that Apple did you know that whole thing that Apple did you know that whole thing that Apple did you know they took two dies and stitched them they took two dies and stitched them they took two dies and stitched them together with something kind of like um together with something kind of like um together with something kind of like um Ultra Fusion but you know that's a tsmc Ultra Fusion but you know that's a tsmc Ultra Fusion but you know that's a tsmc integration technology right right but I integration technology right right but I integration technology right right but I think they probably use the same one uh think they probably use the same one uh think they probably use the same one uh more advanced version than what uh Apple more advanced version than what uh Apple more advanced version than what uh Apple uses well maybe not newer generation uses well maybe not newer generation uses well maybe not newer generation Apple Fusion yeah might use they they Apple Fusion yeah might use they they Apple Fusion yeah might use they they actually use the Leading Edge stuff actually use the Leading Edge stuff actually use the Leading Edge stuff because it's interesting the the new because it's interesting the the new because it's interesting the the new Blackwell um Blackwell um Blackwell um GPU it doesn't run on goow Leading Edge GPU it doesn't run on goow Leading Edge GPU it doesn't run on goow Leading Edge no it's N4 tsmc N4 so you know um I mean no it's N4 tsmc N4 so you know um I mean no it's N4 tsmc N4 so you know um I mean it's still really you know it's just it's still really you know it's just it's still really you know it's just like one generation behind like one generation behind like one generation behind or talk behind or talk behind or talk behind but uh yeah man they're like uh they're but uh yeah man they're like uh they're but uh yeah man they're like uh they're just like freaking densifying these just like freaking densifying these just like freaking densifying these machines like crazy and um you know
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machines like crazy and um you know machines like crazy and um you know taking these um reference designs and taking these um reference designs and taking these um reference designs and then you know um trying to get their then you know um trying to get their then you know um trying to get their ecosystem to build the stuff ecosystem to build the stuff ecosystem to build the stuff out um and um you know on the software out um and um you know on the software out um and um you know on the software side uh they're they're starting Mo side uh they're they're starting Mo side uh they're they're starting Mo starting to move like they introduced a starting to move like they introduced a starting to move like they introduced a whole thing called whole thing called whole thing called U like Nvidia what is it uh Nim they U like Nvidia what is it uh Nim they U like Nvidia what is it uh Nim they call it Nim but I forgot call it Nim but I forgot call it Nim but I forgot theop the microservices microservices theop the microservices microservices theop the microservices microservices yeah micros yeah micros yeah micros Services um yeah Services um yeah Services um yeah Nvidia it's on Metropolis micros service Nvidia it's on Metropolis micros service Nvidia it's on Metropolis micros service no no Ona but it didn't look there was no no Ona but it didn't look there was no no Ona but it didn't look there was anything Innovative there I mean it's anything Innovative there I mean it's anything Innovative there I mean it's just the packaging of the service yeah just the packaging of the service yeah just the packaging of the service yeah gpus but so it's just containers that gpus but so it's just containers that gpus but so it's just containers that run yeah it's basically like um AI run yeah it's basically like um AI run yeah it's basically like um AI applets right so you have like little applets right so you have like little applets right so you have like little things that you can then you know Plug things that you can then you know Plug things that you can then you know Plug and Play and Play and Play into into an application a bigger into into an application a bigger into into an application a bigger application so it it makes these AI application so it it makes these AI application so it it makes these AI functions a little bit more composable functions a little bit more composable functions a little bit more composable and maybe you can do like hybrid or and maybe you can do like hybrid or and maybe you can do like hybrid or Fusion type uh functions with these you Fusion type uh functions with these you Fusion type uh functions with these you know um col them Standalone and maybe know um col them Standalone and maybe know um col them Standalone and maybe application application application specific uh AI functions you know and specific uh AI functions you know and specific uh AI functions you know and they might be based on their own little they might be based on their own little they might be based on their own little model I mean it's not really novel stuff model I mean it's not really novel stuff model I mean it's not really novel stuff but they're doing it and it kind of I but they're doing it and it kind of I but they're doing it and it kind of I don't know when he first started don't know when he first started don't know when he first started describing I was like man doesn't this describing I was like man doesn't this describing I was like man doesn't this like compute with some of the stuff that
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like compute with some of the stuff that like compute with some of the stuff that open your eyes doing and and you know open your eyes doing and and you know open your eyes doing and and you know some of these other dudes are doing like some of these other dudes are doing like some of these other dudes are doing like uh um what is it uh Microsoft and Google uh um what is it uh Microsoft and Google uh um what is it uh Microsoft and Google where they have similar kind of like where they have similar kind of like where they have similar kind of like what do they call them chatls or what do they call them chatls or what do they call them chatls or whatever the whatever the whatever the they have some equivalence right yeah they have some equivalence right yeah they have some equivalence right yeah and so it makes you really wonder okay and so it makes you really wonder okay and so it makes you really wonder okay um what's going on here because like um what's going on here because like um what's going on here because like these dudes are like all the these dudes are like all the these dudes are like all the oxygen out of the room right and really oxygen out of the room right and really oxygen out of the room right and really it makes you wonder it's like what's GNA it makes you wonder it's like what's GNA it makes you wonder it's like what's GNA be left for every else they're like a be left for every else they're like a be left for every else they're like a singularity and there I mean you know in singularity and there I mean you know in singularity and there I mean you know in terms of disruption man they're like terms of disruption man they're like terms of disruption man they're like slapping everybody in the face up down slapping everybody in the face up down slapping everybody in the face up down left right I mean it's just like okay um left right I mean it's just like okay um left right I mean it's just like okay um No Boundaries No Boundaries one of the No Boundaries No Boundaries one of the No Boundaries No Boundaries one of the big takeaways while you're saying it's big takeaways while you're saying it's big takeaways while you're saying it's no big deal that blackw didn't wasn't no big deal that blackw didn't wasn't no big deal that blackw didn't wasn't there's like something like a THX more there's like something like a THX more there's like something like a THX more performance versus Grace Hopper no no no performance versus Grace Hopper no no no performance versus Grace Hopper no no no not it's it's actually um he did mention not it's it's actually um he did mention not it's it's actually um he did mention that the the overall performance has that the the overall performance has that the the overall performance has increased like a th000 x in 10 years increased like a th000 x in 10 years increased like a th000 x in 10 years so yeah so he said from 10 years better so yeah so he said from 10 years better so yeah so he said from 10 years better than the moo but mean the mo was not than the moo but mean the mo was not than the moo but mean the mo was not performance it was about number of performance it was about number of performance it was about number of transistors so but that but that but transistors so but that but that but transistors so but that but that but that's that's not even that that's not that's that's not even that that's not that's that's not even that that's not even fair it's just this is a different even fair it's just this is a different even fair it's just this is a different type of computer different type of her type of computer different type of her type of computer different type of her yeah you know you don't you don't yeah you know you don't you don't yeah you know you don't you don't compare the two because it actually
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compare the two because it actually compare the two because it actually they're still dependent on Mor's law and they're still dependent on Mor's law and they're still dependent on Mor's law and so like when Jensen came in what was one so like when Jensen came in what was one so like when Jensen came in what was one of the things we're going Beyond physics of the things we're going Beyond physics of the things we're going Beyond physics it's like no not really it's that was it's like no not really it's that was it's like no not really it's that was that was actually that was actually my that was actually that was actually my that was actually that was actually my point the mo is about the number of point the mo is about the number of point the mo is about the number of transistors so you don't comp transistors so you don't comp transistors so you don't comp transistors and performance this is kind transistors and performance this is kind transistors and performance this is kind of I mean Mak any of I mean Mak any of I mean Mak any sense it's really architecture it's sense it's really architecture it's sense it's really architecture it's architecture I have a question for you architecture I have a question for you architecture I have a question for you Le because the interesting thing I just Le because the interesting thing I just Le because the interesting thing I just I mean I kind of listen to the to the I mean I kind of listen to the to the I mean I kind of listen to the to the the keynote a little bit but one thing I the keynote a little bit but one thing I the keynote a little bit but one thing I was surprised that there was no real was surprised that there was no real was surprised that there was no real mention of improvement in terms of cost mention of improvement in terms of cost mention of improvement in terms of cost so you bingo I mean whose cost are you you bingo I mean whose cost are you talking about no the cost is yeah yeah talking about no the cost is yeah yeah talking about no the cost is yeah yeah know I know is this new chip twice you know I know is this new chip twice you know I know is this new chip twice you know three times two times cheaper I know three times two times cheaper I know three times two times cheaper I mean or it doesn't matter VCS are going mean or it doesn't matter VCS are going mean or it doesn't matter VCS are going to f anyway so yeah Prov yeah they to f anyway so yeah Prov yeah they to f anyway so yeah Prov yeah they didn't provide a chip but then you know didn't provide a chip but then you know didn't provide a chip but then you know it it's probably not two times uh more it it's probably not two times uh more it it's probably not two times uh more expensive I mean you know the h100s are expensive I mean you know the h100s are expensive I mean you know the h100s are going to become cheaper right um they going to become cheaper right um they going to become cheaper right um they will'll probably cheer it but um yeah will'll probably cheer it but um yeah will'll probably cheer it but um yeah there are there are definitely you know there are there are definitely you know there are there are definitely you know um certain pre you know some um Step um certain pre you know some um Step um certain pre you know some um Step changes in you know the interconnect as changes in you know the interconnect as changes in you know the interconnect as well as um uh you well as um uh you well as um uh you know yeah the chip itself where yeah it know yeah the chip itself where yeah it know yeah the chip itself where yeah it could could could probably uh you know call it creates a
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probably uh you know call it creates a probably uh you know call it creates a pro tier to a certain extent so we'll pro tier to a certain extent so we'll pro tier to a certain extent so we'll see I don't know what the pricing is see I don't know what the pricing is see I don't know what the pricing is like they didn't talk about it they like they didn't talk about it they like they didn't talk about it they wouldn't answer questions about it so I wouldn't answer questions about it so I wouldn't answer questions about it so I have a stupid question have a stupid question have a stupid question here what's the role of arm here on the here what's the role of arm here on the here what's the role of arm here on the on all of these Nvidia game um the grace on all of these Nvidia game um the grace on all of these Nvidia game um the grace the great CPU processor that's all it's the great CPU processor that's all it's the great CPU processor that's all it's only CPU only CPU uh as far as I know uh only CPU only CPU uh as far as I know uh only CPU only CPU uh as far as I know uh they could be doing some weird stuff on they could be doing some weird stuff on they could be doing some weird stuff on the GPU but it's I don't think they're the GPU but it's I don't think they're the GPU but it's I don't think they're gonna no the GPU is actually all Nvidia gonna no the GPU is actually all Nvidia gonna no the GPU is actually all Nvidia it's basically just okay the CPU and it's basically just okay the CPU and it's basically just okay the CPU and maybe some other some other things like maybe some other some other things like maybe some other some other things like micro controller level stuff for all the micro controller level stuff for all the micro controller level stuff for all the edge stuff but that that's you know edge stuff but that that's you know edge stuff but that that's you know that's the thing those parts of their that's the thing those parts of their that's the thing those parts of their business are very they're not they're business are very they're not they're business are very they're not they're not not not all let's put this way they're not all let's put this way they're not all let's put this way they're not growing as astronomically as the growing as astronomically as the growing as astronomically as the generative AI compute side and you know generative AI compute side and you know generative AI compute side and you know the reason why I say that is 80 I think the reason why I say that is 80 I think the reason why I say that is 80 I think about 80% of the revenue now is based on about 80% of the revenue now is based on about 80% of the revenue now is based on um their generative AI uh superc um their generative AI uh superc um their generative AI uh superc Computing um segment right then they Computing um segment right then they Computing um segment right then they have like the normal AI stuff the stuff have like the normal AI stuff the stuff have like the normal AI stuff the stuff that they had be you know pre generative that they had be you know pre generative that they had be you know pre generative AI I think that's still I don't know how AI I think that's still I don't know how AI I think that's still I don't know how much see more that's growing but it's much see more that's growing but it's much see more that's growing but it's probably not that you know it's probably probably not that you know it's probably probably not that you know it's probably not on a on a on the trajectory as the not on a on a on the trajectory as the not on a on a on the trajectory as the other generative AI stuff but when you other generative AI stuff but when you other generative AI stuff but when you look at how many customers they have on look at how many customers they have on look at how many customers they have on 80% you know probably 75 to 80% of the
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80% you know probably 75 to 80% of the 80% you know probably 75 to 80% of the revenue is like two or three companies revenue is like two or three companies revenue is like two or three companies you know what I'm saying yeah and and you know what I'm saying yeah and and you know what I'm saying yeah and and and and it's not nark stuff maybe Meta and and it's not nark stuff maybe Meta and and it's not nark stuff maybe Meta Meta may be using it for infrastructure Meta may be using it for infrastructure Meta may be using it for infrastructure services but like you know definitely services but like you know definitely services but like you know definitely guys like Microsoft and other hypers guys like Microsoft and other hypers guys like Microsoft and other hypers scalers um they're trying to figure out scalers um they're trying to figure out scalers um they're trying to figure out how okay if they buy all these boxes and how okay if they buy all these boxes and how okay if they buy all these boxes and racks they they need to flip it around racks they they need to flip it around racks they they need to flip it around and yeah get people to pay for whatever and yeah get people to pay for whatever and yeah get people to pay for whatever the hell they're run on these things the hell they're run on these things the hell they're run on these things llms and otherwise so what but but I llms and otherwise so what but but I llms and otherwise so what but but I mean I'm I'm mean I'm I'm mean I'm I'm curious while we're in the dirt talking curious while we're in the dirt talking curious while we're in the dirt talking about this I mean we're literally at the about this I mean we're literally at the about this I mean we're literally at the lowest damn level you can get what are lowest damn level you can get what are lowest damn level you can get what are the use cases that they're talking about the use cases that they're talking about the use cases that they're talking about all of this advancement is going to all of this advancement is going to all of this advancement is going to solve for it's just now they've evolved solve for it's just now they've evolved solve for it's just now they've evolved the the the discussion from L to M Moes the the the discussion from L to M Moes the the the discussion from L to M Moes are these you know model of experts um are these you know model of experts um are these you know model of experts um which are these you know that's what gp4 which are these you know that's what gp4 which are these you know that's what gp4 is based on you know you have all these is based on you know you have all these is based on you know you have all these little smaller LS that are quote unquote little smaller LS that are quote unquote little smaller LS that are quote unquote Specialists and they use these adver Specialists and they use these adver Specialists and they use these adver serial um Frameworks to get these things serial um Frameworks to get these things serial um Frameworks to get these things to argue with each other as Jensen put to argue with each other as Jensen put to argue with each other as Jensen put it and then pump out a better output um it and then pump out a better output um it and then pump out a better output um so what you're you're going to see and so what you're you're going to see and so what you're you're going to see and the reason I I think the rationale the reason I I think the rationale the reason I I think the rationale Behind these new systems the Blackwell Behind these new systems the Blackwell Behind these new systems the Blackwell is uh to enable these um larger um these is uh to enable these um larger um these is uh to enable these um larger um these Moes that are much larger because
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Moes that are much larger because Moes that are much larger because they're multiple and maybe even they're multiple and maybe even they're multiple and maybe even redundant instances of llms right um so redundant instances of llms right um so redundant instances of llms right um so um I mean at the end that's what they're um I mean at the end that's what they're um I mean at the end that's what they're talking about so I mean boils out to talking about so I mean boils out to talking about so I mean boils out to llms and you know and then yeah but one llms and you know and then yeah but one llms and you know and then yeah but one of the use cases I heard I mean these of the use cases I heard I mean these of the use cases I heard I mean these are the ones I focus on are in U drug are the ones I focus on are in U drug are the ones I focus on are in U drug Discovery yeah and that's where you Discovery yeah and that's where you Discovery yeah and that's where you start getting into digital biology and start getting into digital biology and start getting into digital biology and um mapping you know molecules and you um mapping you know molecules and you um mapping you know molecules and you know 3D level the entire body on 3D know 3D level the entire body on 3D know 3D level the entire body on 3D level level and and you know protein level level and and you know protein level level and and you know protein folding that's where the the large folding that's where the the large folding that's where the the large language models I heard a pretty intense language models I heard a pretty intense language models I heard a pretty intense presentation by Kimberly Powell presentation by Kimberly Powell presentation by Kimberly Powell yeah think to the to the earlier point yeah think to the to the earlier point yeah think to the to the earlier point this is where to some extent the vision this is where to some extent the vision this is where to some extent the vision is is a little you know incomplete is is a little you know incomplete is is a little you know incomplete because at the end of the day the because at the end of the day the because at the end of the day the message is those things the use case message is those things the use case message is those things the use case that Nvidia provide is training model that Nvidia provide is training model that Nvidia provide is training model and executing infancies that's what they and executing infancies that's what they and executing infancies that's what they do you might have partners that do this do you might have partners that do this do you might have partners that do this you know Healthcare St you might have you know Healthcare St you might have you know Healthcare St you might have partners and do that but they they they partners and do that but they they they partners and do that but they they they position them as customers so there's position them as customers so there's position them as customers so there's nothing really Innovative in the higher nothing really Innovative in the higher nothing really Innovative in the higher level use cases at the end of the day level use cases at the end of the day level use cases at the end of the day those things train model faster with those things train model faster with those things train model faster with more parameters and when the model is more parameters and when the model is more parameters and when the model is trained they they run the model faster trained they they run the model faster trained they they run the model faster in the robot with a chip this is what in the robot with a chip this is what in the robot with a chip this is what they do it's an enablement technology so they do it's an enablement technology so they do it's an enablement technology so this yes how do you define Innovation this yes how do you define Innovation this yes how do you define Innovation right why doesn't anybody else have that right why doesn't anybody else have that right why doesn't anybody else have that enable enablement technology demry but
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enable enablement technology demry but enable enablement technology demry but they will over time I it's going to they they will over time I it's going to they they will over time I it's going to they will there will be competition at this will there will be competition at this will there will be competition at this level because at the end of these are level because at the end of these are level because at the end of these are giant calculators I mean we we we we giant calculators I mean we we we we giant calculators I mean we we we we tend to overthink those things I'm sorry tend to overthink those things I'm sorry tend to overthink those things I'm sorry these are giant calculators now I'm not these are giant calculators now I'm not these are giant calculators now I'm not saying this is not hard to do the new saying this is not hard to do the new saying this is not hard to do the new giant calculators by the way I was I was giant calculators by the way I was I was giant calculators by the way I was I was commenting to learn that just a second commenting to learn that just a second commenting to learn that just a second is that you know one of the thing that I is that you know one of the thing that I is that you know one of the thing that I find very interesting is that early in find very interesting is that early in find very interesting is that early in his speech when he say that actually his speech when he say that actually his speech when he say that actually those Chip have the ability to lower the those Chip have the ability to lower the those Chip have the ability to lower the Precision where you're doing compet Precision where you're doing compet Precision where you're doing compet computation that is relevant to new or computation that is relevant to new or computation that is relevant to new or net that doesn't require the full that's net that doesn't require the full that's net that doesn't require the full that's Innovation at their level which makes Innovation at their level which makes Innovation at their level which makes total sense but at the higher level of total sense but at the higher level of total sense but at the higher level of the use cases they're not doing anything the use cases they're not doing anything the use cases they're not doing anything for for for MFC yeah well you know I think the the MFC yeah well you know I think the the MFC yeah well you know I think the the Transformer en Transformer en Transformer en Network it is definitely an innovation Network it is definitely an innovation Network it is definitely an innovation again I think there's I mean we've said again I think there's I mean we've said again I think there's I mean we've said this before on iot Coffee Talk um that's this before on iot Coffee Talk um that's this before on iot Coffee Talk um that's actually now that I think about it uh actually now that I think about it uh actually now that I think about it uh because there was so much focus on chat because there was so much focus on chat because there was so much focus on chat GPT I don't think there was a lot of GPT I don't think there was a lot of GPT I don't think there was a lot of attention put into okay now how do how attention put into okay now how do how attention put into okay now how do how does a does a does a Transformer Network change the way that Transformer Network change the way that Transformer Network change the way that we can think about other applications we can think about other applications we can think about other applications and you know the Innovation that Nvidia and you know the Innovation that Nvidia and you know the Innovation that Nvidia is driving um really tremendously is driving um really tremendously is driving um really tremendously actually with Blackwell is just the actually with Blackwell is just the actually with Blackwell is just the incredible incredible incredible densification and capability of that of
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densification and capability of that of densification and capability of that of compute that these guys have been able compute that these guys have been able compute that these guys have been able to engineer into um the systems that to engineer into um the systems that to engineer into um the systems that they just announced that I mean they just announced that I mean they just announced that I mean undeniably is going to just make all undeniably is going to just make all undeniably is going to just make all other AI Computing related Computing and other AI Computing related Computing and other AI Computing related Computing and and and it just that much cheaper that and and it just that much cheaper that and and it just that much cheaper that much faster and that people are going to much faster and that people are going to much faster and that people are going to have um access to a tremendous amount of have um access to a tremendous amount of have um access to a tremendous amount of scale that no one's seen before I mean scale that no one's seen before I mean scale that no one's seen before I mean these things are these things are these things are these things are these things are these things are reality that's what these have done reality that's what these have done reality that's what these have done don't and don't take me wrong there's a don't and don't take me wrong there's a don't and don't take me wrong there's a lot of innov at this level but I'm lot of innov at this level but I'm lot of innov at this level but I'm saying the use case is saying the use case is saying the use case is really enement technology and this level really enement technology and this level really enement technology and this level they are leading for sure but there will they are leading for sure but there will they are leading for sure but there will be competition at this level because if be competition at this level because if be competition at this level because if the Paradigm of those large language the Paradigm of those large language the Paradigm of those large language model really emerge as a significant model really emerge as a significant model really emerge as a significant technology used to build those higher technology used to build those higher technology used to build those higher level use cases like Andre mention yes level use cases like Andre mention yes level use cases like Andre mention yes there will be competition there will be there will be competition there will be there will be competition there will be others and they have a leading age right others and they have a leading age right others and they have a leading age right now no question about that but again my now no question about that but again my now no question about that but again my point is the use case is still very it's point is the use case is still very it's point is the use case is still very it's the same thing when he refer to Al net the same thing when he refer to Al net the same thing when he refer to Al net you know the first thing that discover you know the first thing that discover you know the first thing that discover cats this technology was created in 1989 cats this technology was created in 1989 cats this technology was created in 1989 now we didn't have the compute we didn't now we didn't have the compute we didn't now we didn't have the compute we didn't have the Innovation but there's new in have the Innovation but there's new in have the Innovation but there's new in that crap okay now doing that crap okay now doing that crap okay now doing it doing it at scale at scale and well it doing it at scale at scale and well it doing it at scale at scale and well is hard that's where they inovate that's is hard that's where they inovate that's is hard that's where they inovate that's all I'm saying and and that's where all I'm saying and and that's where all I'm saying and and that's where that's where Nvidia has really been a that's where Nvidia has really been a that's where Nvidia has really been a catalyst for AI overall and I think that catalyst for AI overall and I think that catalyst for AI overall and I think that because you know just to your point man because you know just to your point man because you know just to your point man the things that were imagined um decades
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the things that were imagined um decades the things that were imagined um decades ago are now possible because the compute ago are now possible because the compute ago are now possible because the compute is possible and you know maybe uh the is possible and you know maybe uh the is possible and you know maybe uh the favor that Nvidia is doing is really favor that Nvidia is doing is really favor that Nvidia is doing is really pushing the envelope of what that cost pushing the envelope of what that cost pushing the envelope of what that cost also looks like and so making it more also looks like and so making it more also looks like and so making it more accessible but I mean it's still super accessible but I mean it's still super accessible but I mean it's still super Computing right um you Computing right um you Computing right um you know rob you mentioned before what Steve know rob you mentioned before what Steve know rob you mentioned before what Steve was I mean not Steve yeah Steve Steve was I mean not Steve yeah Steve Steve was I mean not Steve yeah Steve Steve Wasing acted with um you know the the Wasing acted with um you know the the Wasing acted with um you know the the first Apple how do I then reduce a you first Apple how do I then reduce a you first Apple how do I then reduce a you know a mini computer down into something know a mini computer down into something know a mini computer down into something that's personal size then can be that's personal size then can be that's personal size then can be consumer right I mean that's this is consumer right I mean that's this is consumer right I mean that's this is what he's doing but at the supercomputer what he's doing but at the supercomputer what he's doing but at the supercomputer level level level right in this Dimension this is very right in this Dimension this is very right in this Dimension this is very interesting because you you probably interesting because you you probably interesting because you you probably heard me say that I do believe that we heard me say that I do believe that we heard me say that I do believe that we don't necessarily need what we said you don't necessarily need what we said you don't necessarily need what we said you know to two in complete machines to do know to two in complete machines to do know to two in complete machines to do AI you need very specialized you know AI you need very specialized you know AI you need very specialized you know Hardware to and build those models and Hardware to and build those models and Hardware to and build those models and actually this is in the culture of actually this is in the culture of actually this is in the culture of Nvidia because Nvidia started we forgot Nvidia because Nvidia started we forgot Nvidia because Nvidia started we forgot about that but started with graphic about that but started with graphic about that but started with graphic cards yeah no graphic card was all about cards yeah no graphic card was all about cards yeah no graphic card was all about doing the videos and you didn't need a doing the videos and you didn't need a doing the videos and you didn't need a general purpose computer to do general purpose computer to do general purpose computer to do coprocessor yeah you needed the coprocessor yeah you needed the coprocessor yeah you needed the co-processors that could do vectors co-processors that could do vectors co-processors that could do vectors extremely well and and couldn't do you extremely well and and couldn't do you extremely well and and couldn't do you know recursive or whatever crap or know recursive or whatever crap or know recursive or whatever crap or interruptions no you need to manage the interruptions no you need to manage the interruptions no you need to manage the video so this culture of I'm building a video so this culture of I'm building a video so this culture of I'm building a purpose build computer to do one of purpose build computer to do one of purpose build computer to do one of these tasks that is super important and these tasks that is super important and these tasks that is super important and very useful I think that's the great
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very useful I think that's the great very useful I think that's the great direction for the industry because we direction for the industry because we direction for the industry because we build those all general purpose machines build those all general purpose machines build those all general purpose machines and there's a lot of waste because they and there's a lot of waste because they and there's a lot of waste because they are they can do anything so they do are they can do anything so they do are they can do anything so they do everything average instead of doing one everything average instead of doing one everything average instead of doing one thing very very well so I welcome this thing very very well so I welcome this thing very very well so I welcome this Innovation because this is really the Innovation because this is really the Innovation because this is really the right direction to have those component right direction to have those component right direction to have those component specialized and then you orchestrate specialized and then you orchestrate specialized and then you orchestrate them you put a CPU on top to orchestrate them you put a CPU on top to orchestrate them you put a CPU on top to orchestrate all the gpus kind of stuff so that this all the gpus kind of stuff so that this all the gpus kind of stuff so that this is great Direction it's it's like you is great Direction it's it's like you is great Direction it's it's like you know the way I describe it to uh Carl FR know the way I describe it to uh Carl FR know the way I describe it to uh Carl FR who I do a podcast with um um you know who I do a podcast with um um you know who I do a podcast with um um you know on AI Computing is you know with Cuda um on AI Computing is you know with Cuda um on AI Computing is you know with Cuda um Nvidia has general purpose uh Nvidia has general purpose uh Nvidia has general purpose uh application specific Computing well you generally least he Computing well you generally least he took application specific Hardware it's took application specific Hardware it's took application specific Hardware it's a a a a it's a bigy so one level up you're a it's a bigy so one level up you're a it's a bigy so one level up you're more General than one level down oh you more General than one level down oh you more General than one level down oh you know but then think about it there's a know but then think about it there's a know but then think about it there's a lot of there's a lot of um bloat and lot of there's a lot of um bloat and lot of there's a lot of um bloat and additional to virtualize and software additional to virtualize and software additional to virtualize and software Define the stack right which is what Define the stack right which is what Define the stack right which is what they've done to make it general purpose they've done to make it general purpose they've done to make it general purpose but it's brilliant I mean you know it but it's brilliant I mean you know it but it's brilliant I mean you know it was also a huge gamble he'll admit that was also a huge gamble he'll admit that was also a huge gamble he'll admit that you know and he says it quite often it's you know and he says it quite often it's you know and he says it quite often it's like we were so freaking lucky like we were so freaking lucky like we were so freaking lucky yeah yeah absolutely he made it out of yeah yeah absolutely he made it out of yeah yeah absolutely he made it out of Denny's alive and now he's changed the Denny's alive and now he's changed the Denny's alive and now he's changed the world so there's that you know so the world so there's that you know so the world so there's that you know so the big news in AI yesterday was U Mustafa big news in AI yesterday was U Mustafa big news in AI yesterday was U Mustafa suly man being hired by Microsoft to be
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suly man being hired by Microsoft to be suly man being hired by Microsoft to be the new CEO of AI and EVP for those who the new CEO of AI and EVP for those who the new CEO of AI and EVP for those who don't know he is he's the co-founder don't know he is he's the co-founder don't know he is he's the co-founder he's founder of deep mind when you talk he's founder of deep mind when you talk he's founder of deep mind when you talk about the Transformer and then obviously about the Transformer and then obviously about the Transformer and then obviously Deep Mind pioneered all this stuff and Deep Mind pioneered all this stuff and Deep Mind pioneered all this stuff and then they got acquired by Google that's then they got acquired by Google that's then they got acquired by Google that's how Google started doing all their stuff how Google started doing all their stuff how Google started doing all their stuff and uh if anybody's everever read M's and uh if anybody's everever read M's and uh if anybody's everever read M's book it's called The Coming wave you book it's called The Coming wave you book it's called The Coming wave you should read it or listen to the audio should read it or listen to the audio should read it or listen to the audio book it's mind-boggling and so to hear book it's mind-boggling and so to hear book it's mind-boggling and so to hear it right from the founder from guy who's it right from the founder from guy who's it right from the founder from guy who's created all this stuff a deep mind is created all this stuff a deep mind is created all this stuff a deep mind is what a what an amazing deal so what a what a what an amazing deal so what a what a what an amazing deal so what a coup and it'll be interesting to know coup and it'll be interesting to know coup and it'll be interesting to know what the backstory is of why he's what the backstory is of why he's what the backstory is of why he's leaving Google and Deep Mind to go to leaving Google and Deep Mind to go to leaving Google and Deep Mind to go to Microsoft and essentially open a eye Microsoft and essentially open a eye Microsoft and essentially open a eye right um you know because you think his right um you know because you think his right um you know because you think his loyalty or maybe he's seeing something loyalty or maybe he's seeing something loyalty or maybe he's seeing something he didn't like in Google I don't know he didn't like in Google I don't know he didn't like in Google I don't know obviously there's been a lot of weird obviously there's been a lot of weird obviously there's been a lot of weird news lately about Gemini and all the news lately about Gemini and all the news lately about Gemini and all the weird Stu it's producing when you ask it weird Stu it's producing when you ask it weird Stu it's producing when you ask it to create pictures of to create pictures of to create pictures of things and so uh you know maybe things things and so uh you know maybe things things and so uh you know maybe things are going haywire inside Google I don't are going haywire inside Google I don't are going haywire inside Google I don't know yeah do you think that Google is know yeah do you think that Google is know yeah do you think that Google is not innovating fast enough these days I not innovating fast enough these days I not innovating fast enough these days I I don't know that's a good question but I don't know that's a good question but I don't know that's a good question but there's a lot of weird news about this there's a lot of weird news about this there's a lot of weird news about this new Gemini thing and how it's giving new Gemini thing and how it's giving new Gemini thing and how it's giving some weird answers to questions and some weird answers to questions and some weird answers to questions and creating some strange pictures and so uh creating some strange pictures and so uh creating some strange pictures and so uh and so yeah there's been there's been a and so yeah there's been there's been a and so yeah there's been there's been a lot of Buzz about some weirdness in lot of Buzz about some weirdness in lot of Buzz about some weirdness in Google lately I don't know what it Google lately I don't know what it Google lately I don't know what it really is uh but the fact that that
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really is uh but the fact that that really is uh but the fact that that Google has lost him and he created Deep Google has lost him and he created Deep Google has lost him and he created Deep Mind and now I mean so that's a big deal Mind and now I mean so that's a big deal Mind and now I mean so that's a big deal for Satia being able to grab him yeah for Satia being able to grab him yeah for Satia being able to grab him yeah you know you know you know yeah well you know it could have been a yeah well you know it could have been a yeah well you know it could have been a lot of money too lot of money too lot of money too so um yeah but you know I mean you know so um yeah but you know I mean you know so um yeah but you know I mean you know the thing is is uh I the thing is is uh I the thing is is uh I think I Demetri I think you make a think I Demetri I think you make a think I Demetri I think you make a really good point Man U for the most really good point Man U for the most really good point Man U for the most part A lot of the applic s have already part A lot of the applic s have already part A lot of the applic s have already been been been imagined uh and maybe even codified in imagined uh and maybe even codified in imagined uh and maybe even codified in some way just waiting for some compute some way just waiting for some compute some way just waiting for some compute to happen they're not unknown they were to happen they're not unknown they were to happen they're not unknown they were just cost just cost just cost prohibitive um but there were people who prohibitive um but there were people who prohibitive um but there were people who were doing it and um I think I guess were doing it and um I think I guess were doing it and um I think I guess we'll see whether or not that additional we'll see whether or not that additional we'll see whether or not that additional cost uh you know the improved economics cost uh you know the improved economics cost uh you know the improved economics and the compute power make a difference and the compute power make a difference and the compute power make a difference for a lot of these uh use cases um for a lot of these uh use cases um for a lot of these uh use cases um that's a really good point man but I that's a really good point man but I that's a really good point man but I don't think you know a lot of these don't think you know a lot of these don't think you know a lot of these things are a mystery like you know things are a mystery like you know things are a mystery like you know natural language processing all this natural language processing all this natural language processing all this stuff I mean gez how come people didn't stuff I mean gez how come people didn't stuff I mean gez how come people didn't get this excited about project deater get this excited about project deater get this excited about project deater you know IBM's project debat that was you know IBM's project debat that was you know IBM's project debat that was pretty incredible but nobody gave a crap pretty incredible but nobody gave a crap pretty incredible but nobody gave a crap about it you know what I'm saying don't about it you know what I'm saying don't about it you know what I'm saying don't forget that first PE use case of gpus forget that first PE use case of gpus forget that first PE use case of gpus was basically crypto Mining and the was basically crypto Mining and the was basically crypto Mining and the business model was there right uh so business model was there right uh so business model was there right uh so foral language processing what the hell foral language processing what the hell foral language processing what the hell is the business model is the business model is the business model uh no no no it's all kind of the same uh no no no it's all kind of the same uh no no no it's all kind of the same thing um actually if you and you know
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thing um actually if you and you know thing um actually if you and you know it's one of the really interesting it's one of the really interesting it's one of the really interesting things that so number one an analyst things that so number one an analyst things that so number one an analyst asks him what about crypto and he just asks him what about crypto and he just asks him what about crypto and he just goes I don't think there's anything he goes I don't think there's anything he goes I don't think there's anything he goes all right and it was supposed to be goes all right and it was supposed to be goes all right and it was supposed to be the last question right it was supposed the last question right it was supposed the last question right it was supposed to be the last question and he goes to be the last question and he goes to be the last question and he goes let's have another question because that let's have another question because that let's have another question because that answer was kind of answer was kind of answer was kind of short that's funny and then he went yeah short that's funny and then he went yeah short that's funny and then he went yeah oh no it was hilarious but you know the oh no it was hilarious but you know the oh no it was hilarious but you know the interesting thing was at the beginning interesting thing was at the beginning interesting thing was at the beginning and we actually talked about this very and we actually talked about this very and we actually talked about this very early on in iot coffee talk when all the early on in iot coffee talk when all the early on in iot coffee talk when all the nonsense started uh he started talking nonsense started uh he started talking nonsense started uh he started talking about like cryp uh token economy and how about like cryp uh token economy and how about like cryp uh token economy and how everything is going to become a token everything is going to become a token everything is going to become a token I'm going dude you're like it's like so I'm going dude you're like it's like so I'm going dude you're like it's like so you're you know some of the underlying you're you know some of the underlying you're you know some of the underlying stuff here is kind of like blockchain is stuff here is kind of like blockchain is stuff here is kind of like blockchain is you know what I'm saying um and and this you know what I'm saying um and and this you know what I'm saying um and and this in crypto is in a way in crypto is in a way in crypto is in a way but right yeah but that that that's but right yeah but that that that's but right yeah but that that that's that's a common misconception to that's a common misconception to that's a common misconception to actually tightly associate the actually tightly associate the actually tightly associate the blockchain technology and crypto because blockchain technology and crypto because blockchain technology and crypto because the blockchain technology has some the blockchain technology has some the blockchain technology has some obvious value because it's it's an obvious value because it's it's an obvious value because it's it's an immutable Ledger that's the IM that's immutable Ledger that's the IM that's immutable Ledger that's the IM that's the value the problem is crypto and I've the value the problem is crypto and I've the value the problem is crypto and I've said that I may not I've said that on said that I may not I've said that on said that I may not I've said that on the show but the problem with crypto is the show but the problem with crypto is the show but the problem with crypto is that the communism of that the communism of that the communism of software yeah um actually you're right software yeah um actually you're right software yeah um actually you're right yeah give me you're right example of a yeah give me you're right example of a yeah give me you're right example of a human yeah give me an example of a a human yeah give me an example of a a human yeah give me an example of a a human construct that doesn't re on human construct that doesn't re on human construct that doesn't re on Central right especially for money so I Central right especially for money so I Central right especially for money so I never bought into this crypto stuff never bought into this crypto stuff never bought into this crypto stuff because I mean who wants money not to be
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because I mean who wants money not to be because I mean who wants money not to be controlled by Central Authority that's controlled by Central Authority that's controlled by Central Authority that's why I create software communism but the why I create software communism but the why I create software communism but the blockchain technology has a lot of value blockchain technology has a lot of value blockchain technology has a lot of value and I do believe that and I do believe that and I do believe that tokenization probably makes sense tokenization probably makes sense tokenization probably makes sense because if you think about it in the because if you think about it in the because if you think about it in the world of digital twins tokens are world of digital twins tokens are world of digital twins tokens are basically the identity of the twins so basically the identity of the twins so basically the identity of the twins so there is value of having a way to trace there is value of having a way to trace there is value of having a way to trace that in an immutable fashion that I can that in an immutable fashion that I can that in an immutable fashion that I can buy so the the blockchain buy so the the blockchain buy so the the blockchain technology yeah no no I I but actually I technology yeah no no I I but actually I technology yeah no no I I but actually I think a lot of what he's talking what think a lot of what he's talking what think a lot of what he's talking what we're looking at with large language we're looking at with large language we're looking at with large language models uh in particular are it's a models uh in particular are it's a models uh in particular are it's a mechanism similar to you know the crypto mechanism similar to you know the crypto mechanism similar to you know the crypto uh token generating mechanisms right um uh token generating mechanisms right um uh token generating mechanisms right um there is there I tokens tokens and large there is there I tokens tokens and large there is there I tokens tokens and large language models are referring to words language models are referring to words language models are referring to words and groups of words yeah but you're and groups of words yeah but you're and groups of words yeah but you're you're you're pushing it through an you're you're pushing it through an you're you're pushing it through an entire neural network to figure out what entire neural network to figure out what entire neural network to figure out what that next word should be right and so in that next word should be right and so in that next word should be right and so in a way that's kind of like uh you know a way that's kind of like uh you know a way that's kind of like uh you know similar to what you're doing with um you similar to what you're doing with um you similar to what you're doing with um you know proof of work mechanisms right so know proof of work mechanisms right so know proof of work mechanisms right so on another note to give some love to on another note to give some love to on another note to give some love to Leonard I spent several Leonard I spent several Leonard I spent several hours with apple Vision hours with apple Vision hours with apple Vision Pro on my on my Pro on my on my Pro on my on my head really and I I'm a head really and I I'm a head really and I I'm a Believer yes isn't it freaking nutty so Believer yes isn't it freaking nutty so Believer yes isn't it freaking nutty so yeah so your review yes I don't not want yeah so your review yes I don't not want yeah so your review yes I don't not want an excuse to go to the Apple shop an excuse to go to the Apple shop an excuse to go to the Apple shop stop but but before the Microsoft
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stop but but before the Microsoft stop but but before the Microsoft Googles you mean no what yeah what oh I Googles you mean no what yeah what oh I Googles you mean no what yeah what oh I remember Hollow lens is that still remember Hollow lens is that still remember Hollow lens is that still around yeah oh yeah no there there's no around yeah oh yeah no there there's no around yeah oh yeah no there there's no comparison man so so before I came to comparison man so so before I came to comparison man so so before I came to Dallas I went up to Tulsa and a good Dallas I went up to Tulsa and a good Dallas I went up to Tulsa and a good friend of mine we've done Tech stuff friend of mine we've done Tech stuff friend of mine we've done Tech stuff together I've known him forever anyway together I've known him forever anyway together I've known him forever anyway he's a total Apple guy he builds iPad he's a total Apple guy he builds iPad he's a total Apple guy he builds iPad apps and stuff but anyway he got one and apps and stuff but anyway he got one and apps and stuff but anyway he got one and I sat down the couch and he had on there I sat down the couch and he had on there I sat down the couch and he had on there and he was like my guy for a multi-hour and he was like my guy for a multi-hour and he was like my guy for a multi-hour thing he had me try all these different thing he had me try all these different thing he had me try all these different things all the different types of apps things all the different types of apps things all the different types of apps see the way musical entertainment see the way musical entertainment see the way musical entertainment happens how movies happen specific apps happens how movies happen specific apps happens how movies happen specific apps when you when you when you had gosh some of these videos are like had gosh some of these videos are like had gosh some of these videos are like when the little baby rhinoceroses are when the little baby rhinoceroses are when the little baby rhinoceroses are coming right up to you and you can them coming right up to you and you can them coming right up to you and you can them when the butterfly when the butterfly when the butterfly when the butterfly when the butterfly when the butterfly land on your finger there was so much land on your finger there was so much land on your finger there was so much stuff that was just so you know and stuff that was just so you know and stuff that was just so you know and you're turning all the way around and you're turning all the way around and you're turning all the way around and the world is still behind you and the world is still behind you and the world is still behind you and everywhere um we went through a lot of everywhere um we went through a lot of everywhere um we went through a lot of different things we went you know I had different things we went you know I had different things we went you know I had the giant aircraft engine blown up and the giant aircraft engine blown up and the giant aircraft engine blown up and it's running and everything and we're it's running and everything and we're it's running and everything and we're taking it apart the key thing is the key taking it apart the key thing is the key taking it apart the key thing is the key thing is you see what's happening there thing is you see what's happening there thing is you see what's happening there but you also need to be able to which a but you also need to be able to which a but you also need to be able to which a lot of people can't do is see the lot of people can't do is see the lot of people can't do is see the possibilities in the future for this T possibilities in the future for this T possibilities in the future for this T Tech and that's that was my takeway it's Tech and that's that was my takeway it's Tech and that's that was my takeway it's like oh my God you know when you think like oh my God you know when you think like oh my God you know when you think about a GE aircraft engine it's like and about a GE aircraft engine it's like and about a GE aircraft engine it's like and like I'm like expanding it to the size
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like I'm like expanding it to the size like I'm like expanding it to the size of the entire living room I was in and of the entire living room I was in and of the entire living room I was in and then taking it apart and then seeing the then taking it apart and then seeing the then taking it apart and then seeing the fluid dynamics I was fluid dynamics I was fluid dynamics I was like I mean we're gonna it's it's like I mean we're gonna it's it's like I mean we're gonna it's it's mindboggling it's and then the soccer mindboggling it's and then the soccer mindboggling it's and then the soccer games the football stuff yeah wasn't games the football stuff yeah wasn't games the football stuff yeah wasn't that cool man it's gonna be apple record that cool man it's gonna be apple record that cool man it's gonna be apple record recing every football game every recing every football game every recing every football game every everything I'm telling you because the everything I'm telling you because the everything I'm telling you because the exper and and my takeaway was words and exper and and my takeaway was words and exper and and my takeaway was words and a person's description of it does not a person's description of it does not a person's description of it does not cannot convey what you'll actually see cannot convey what you'll actually see cannot convey what you'll actually see you really really have to experience it you really really have to experience it you really really have to experience it to believe it yeah because when you tell to believe it yeah because when you tell to believe it yeah because when you tell someone about it they'll just go oh it's someone about it they'll just go oh it's someone about it they'll just go oh it's just a better screen or it's just a just a better screen or it's just a just a better screen or it's just a better this they don't realize this better this they don't realize this better this they don't realize this immersive in your face yeah you know I immersive in your face yeah you know I immersive in your face yeah you know I was just thinking yeah no I mean I'm was just thinking yeah no I mean I'm was just thinking yeah no I mean I'm with you man it's like I I actually look with you man it's like I I actually look with you man it's like I I actually look for excuses to put it on it's like weird for excuses to put it on it's like weird for excuses to put it on it's like weird because it's because it's because it's really and you know what what I here's really and you know what what I here's really and you know what what I here's the thing I noticed rob you know forget the thing I noticed rob you know forget the thing I noticed rob you know forget about the applications it's the about the applications it's the about the applications it's the operating system itself the environment operating system itself the environment operating system itself the environment it puts you in in terms of like blending it puts you in in terms of like blending it puts you in in terms of like blending your actual surroundings with uh just your actual surroundings with uh just your actual surroundings with uh just these digital objects and it and these digital objects and it and these digital objects and it and everything is so refined right and so everything is so refined right and so everything is so refined right and so you know this comparison with the three you know this comparison with the three you know this comparison with the three it's like oh my god look I a lot of most it's like oh my god look I a lot of most it's like oh my god look I a lot of most people that are pining about this stuff people that are pining about this stuff people that are pining about this stuff they never even tried the Vision Pro or they never even tried the Vision Pro or they never even tried the Vision Pro or they did it like for 30 minutes or they did it like for 30 minutes or they did it like for 30 minutes or whatever you you went you were actually
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whatever you you went you were actually whatever you you went you were actually coached through all the cool stuff that coached through all the cool stuff that coached through all the cool stuff that it does right the operating system is it does right the operating system is it does right the operating system is just incredible and that that's the just incredible and that that's the just incredible and that that's the starting point when you go and you check starting point when you go and you check starting point when you go and you check out what what they have with you all the out what what they have with you all the out what what they have with you all the meta stuff it's just like a freaking toy meta stuff it's just like a freaking toy meta stuff it's just like a freaking toy there's no comparison but that's that's there's no comparison but that's that's there's no comparison but that's that's that one ele I think people really that one ele I think people really that one ele I think people really underestimate is their operating system underestimate is their operating system underestimate is their operating system their whole stack is so so well done their whole stack is so so well done their whole stack is so so well done that's going to be tough to you're right that's going to be tough to you're right that's going to be tough to you're right that's what Apple brought to this that that's what Apple brought to this that that's what Apple brought to this that did not bring they brought their whole did not bring they brought their whole did not bring they brought their whole ecosystem with them oh yeah and so when ecosystem with them oh yeah and so when ecosystem with them oh yeah and so when you're right there the first thing you you're right there the first thing you you're right there the first thing you see on your screen it's like oh this is see on your screen it's like oh this is see on your screen it's like oh this is like what I'm used to seeing on my like what I'm used to seeing on my like what I'm used to seeing on my iPhone my iPad and and so they brought iPhone my iPad and and so they brought iPhone my iPad and and so they brought their whole world with them in addition their whole world with them in addition their whole world with them in addition to the new stuff that looks familiar to the new stuff that looks familiar to the new stuff that looks familiar I I think you also you said something is I I think you also you said something is I I think you also you said something is very important L that I believe people very important L that I believe people very important L that I believe people don't realize and I though I haven't don't realize and I though I haven't don't realize and I though I haven't tried it yet but I can imagine but I tried it yet but I can imagine but I tried it yet but I can imagine but I think that the the very fundamentals is think that the the very fundamentals is think that the the very fundamentals is that it's not a device that is trying to that it's not a device that is trying to that it's not a device that is trying to emerge you into a purely digital world emerge you into a purely digital world emerge you into a purely digital world like a game or movie but it's a design like a game or movie but it's a design like a game or movie but it's a design that overlays the digital in the real that overlays the digital in the real that overlays the digital in the real world and to me that is the fundamental world and to me that is the fundamental world and to me that is the fundamental really really fundamental difference there there that the the field of view is is a that the the field of view is is a that the the field of view is is a little little little limited the pass through stuff I thought limited the pass through stuff I thought limited the pass through stuff I thought is where they need to do the most work is where they need to do the most work is where they need to do the most work everything else everything else I everything else everything else I everything else everything else I thought was I'm like I mean I look for
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thought was I'm like I mean I look for thought was I'm like I mean I look for reasons to go ah that shit'll never work reasons to go ah that shit'll never work reasons to go ah that shit'll never work that G work it's going to work and that G work it's going to work and that G work it's going to work and it's gonna be used in some amazing it's gonna be used in some amazing it's gonna be used in some amazing applications I mean immediately I went applications I mean immediately I went applications I mean immediately I went to the medical field I went to I mean it to the medical field I went to I mean it to the medical field I went to I mean it was things it was things like that but was things it was things like that but was things it was things like that but you know there's there's still some you know there's there's still some you know there's there's still some nuances associated with it and you know nuances associated with it and you know nuances associated with it and you know in terms of for me it was the pass in terms of for me it was the pass in terms of for me it was the pass through stuff because if you're if through stuff because if you're if through stuff because if you're if you're wearing it and you're walking you you're wearing it and you're walking you you're wearing it and you're walking you kind of have to make sure that that kind of have to make sure that that kind of have to make sure that that latency is is resolved but oh it it will latency is is resolved but oh it it will latency is is resolved but oh it it will be super I mean yeah it's as it is yeah be super I mean yeah it's as it is yeah be super I mean yeah it's as it is yeah hey man I've guys drive cars where hey man I've guys drive cars where hey man I've guys drive cars where I I I love said Demitri I really love what you love said Demitri I really love what you love said Demitri I really love what you said I think that's that's a takea away said I think that's that's a takea away said I think that's that's a takea away from me because I haven't I haven't used from me because I haven't I haven't used from me because I haven't I haven't used it I haven't tried it I've read a lot it I haven't tried it I've read a lot it I haven't tried it I've read a lot about it Andrea we'll go meet at the about it Andrea we'll go meet at the about it Andrea we'll go meet at the Apple store here in Dallas are are you Apple store here in Dallas are are you Apple store here in Dallas are are you you said you're around how long are you you said you're around how long are you you said you're around how long are you I'm here till I'm gonna be here till I'm here till I'm gonna be here till I'm here till I'm gonna be here till tomorrow afternoon probably okay okay tomorrow afternoon probably okay okay tomorrow afternoon probably okay okay and coming back and then I'm coming back and coming back and then I'm coming back and coming back and then I'm coming back you're coming back and I'm come back you're coming back and I'm come back you're coming back and I'm come back first week of first week of first week of April oh I'm not here April oh I'm not here April oh I'm not here okay anyway go ahead okay anyway go ahead okay anyway go ahead sorry yeah no no no I I just wanted to sorry yeah no no no I I just wanted to sorry yeah no no no I I just wanted to uh I think it's more for audience yeah uh I think it's more for audience yeah uh I think it's more for audience yeah bring back what Demitri said really the bring back what Demitri said really the bring back what Demitri said really the fundamental is is really to augment the
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fundamental is is really to augment the fundamental is is really to augment the physical world to augment reality and physical world to augment reality and physical world to augment reality and that's that's always I personally always that's that's always I personally always that's that's always I personally always been a Believer because if you want a been a Believer because if you want a been a Believer because if you want a broad use case you have to deal with the broad use case you have to deal with the broad use case you have to deal with the reality we live in so and there's so reality we live in so and there's so reality we live in so and there's so many use cases where you actually want many use cases where you actually want many use cases where you actually want to have something digital on Top This is to have something digital on Top This is to have something digital on Top This is why to some extent I love the early why to some extent I love the early why to some extent I love the early version of the Google Glasses because version of the Google Glasses because version of the Google Glasses because you could see the world you had this you could see the world you had this you could see the world you had this little thing on the top where you can little thing on the top where you can little thing on the top where you can have a look and and check so I always have a look and and check so I always have a look and and check so I always like that kind of I want digital on top like that kind of I want digital on top like that kind of I want digital on top of my world I don't want to go I want to of my world I don't want to go I want to of my world I don't want to go I want to go into a game I get my be scream I get go into a game I get my be scream I get go into a game I get my be scream I get my headset and I'm in a virtual world my headset and I'm in a virtual world my headset and I'm in a virtual world but I want help in my world today and but I want help in my world today and but I want help in my world today and there did you ever did you ever talk to there did you ever did you ever talk to there did you ever did you ever talk to anybody while they were wearing the anybody while they were wearing the anybody while they were wearing the Google Google Google Glasses that stuff bugged me the hell Glasses that stuff bugged me the hell Glasses that stuff bugged me the hell out sitting there talking to him and out sitting there talking to him and out sitting there talking to him and they're over here looking in the right they're over here looking in the right they're over here looking in the right you know it's like yeah that was a you know it's like yeah that was a you know it's like yeah that was a little weird that was a little weird little weird that was a little weird little weird that was a little weird it's still weird is that still it's still weird is that still it's still weird is that still exists that way but I but I still maybe exists that way but I but I still maybe exists that way but I but I still maybe I have that with with the Apple Pro I have that with with the Apple Pro I have that with with the Apple Pro Vision Pro but I still want this program Vision Pro but I still want this program Vision Pro but I still want this program where you go to a conference and you see where you go to a conference and you see where you go to a conference and you see the LinkedIn profile the people popping the LinkedIn profile the people popping the LinkedIn profile the people popping up you this guy's done this this guy's up you this guy's done this this guy's up you this guy's done this this guy's done that it's funny well you know hey done that it's funny well you know hey done that it's funny well you know hey um they did announce here that uh um they did announce here that uh um they did announce here that uh they're going to be support um uh they're going to be support um uh they're going to be support um uh supporting uh Vision Pro in Omniverse so supporting uh Vision Pro in Omniverse so supporting uh Vision Pro in Omniverse so oh I saw that there you go yeah so and I oh I saw that there you go yeah so and I oh I saw that there you go yeah so and I think you know from the looks of it and think you know from the looks of it and think you know from the looks of it and what I've heard there's a lot of people what I've heard there's a lot of people what I've heard there's a lot of people that are really excited about it so like that are really excited about it so like that are really excited about it so like the ptcs of the world I'm sure yeah Rick
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the ptcs of the world I'm sure yeah Rick the ptcs of the world I'm sure yeah Rick uh Rick is gonna uh Rick is gonna uh Rick is gonna go to Jim and say hey look see what I go to Jim and say hey look see what I go to Jim and say hey look see what I told you but you know um Jim's probably told you but you know um Jim's probably told you but you know um Jim's probably going to have to figure out a going to have to figure out a going to have to figure out a PTC uh PTC support for the PTC uh PTC support for the PTC uh PTC support for the Pro kind of but then back back to what I Pro kind of but then back back to what I Pro kind of but then back back to what I was saying Leon because I I have limited was saying Leon because I I have limited was saying Leon because I I have limited knowledge of the omn Omniverse but does knowledge of the omn Omniverse but does knowledge of the omn Omniverse but does the Omniverse overlay on the real world the Omniverse overlay on the real world the Omniverse overlay on the real world I mean is it a model of the factory and I mean is it a model of the factory and I mean is it a model of the factory and it's an overlay on the factory because it's an overlay on the factory because it's an overlay on the factory because otherwise we back to the old Ed case otherwise we back to the old Ed case otherwise we back to the old Ed case it's a virtual you you get into the it's a virtual you you get into the it's a virtual you you get into the virtual world of Omniverse and you walk virtual world of Omniverse and you walk virtual world of Omniverse and you walk it through it and for this I don't think it through it and for this I don't think it through it and for this I don't think the vision than the L or the vision than the L or the vision than the L or whatever um not what omn yeah Omniverse whatever um not what omn yeah Omniverse whatever um not what omn yeah Omniverse is like a simulation yeah so it's purely is like a simulation yeah so it's purely is like a simulation yeah so it's purely digital so it's purely digital yeah I digital so it's purely digital yeah I digital so it's purely digital yeah I mean it's mean it's mean it's likeing kind of like a weird thing I likeing kind of like a weird thing I likeing kind of like a weird thing I mean they have a runtime I forgot what mean they have a runtime I forgot what mean they have a runtime I forgot what it's called it's separate but that's it's called it's separate but that's it's called it's separate but that's getting too technical yeah so in in getting too technical yeah so in in getting too technical yeah so in in principle yeah um but principle yeah um but principle yeah um but anyway um yeah because my point that if anyway um yeah because my point that if anyway um yeah because my point that if it's just a it's just a it's just a visualization device for a virtual world visualization device for a virtual world visualization device for a virtual world is just one it doesn't leverage the true is just one it doesn't leverage the true is just one it doesn't leverage the true difference that they bring at least it's difference that they bring at least it's difference that they bring at least it's my perception I may be wrong but no no my perception I may be wrong but no no my perception I may be wrong but no no no but but but if there's going to be an no but but but if there's going to be an no but but but if there's going to be an integration I'm I'm pretty sure it's integration I'm I'm pretty sure it's integration I'm I'm pretty sure it's going to be an MR enabled uh integration going to be an MR enabled uh integration going to be an MR enabled uh integration right it's going to be Mr or mixed
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right it's going to be Mr or mixed right it's going to be Mr or mixed reality or special reality or special reality or special Computing you know type of thing so Computing you know type of thing so Computing you know type of thing so um you know we we'll see we'll see what um you know we we'll see we'll see what um you know we we'll see we'll see what actually what I'll do is I'll get on the actually what I'll do is I'll get on the actually what I'll do is I'll get on the floor and I'll ask as some questions floor and I'll ask as some questions floor and I'll ask as some questions about that yeah I'm actually going on about that yeah I'm actually going on about that yeah I'm actually going on Thursday so I'm going to go have a look Thursday so I'm going to go have a look Thursday so I'm going to go have a look what they have you seen the demo yeah what they have you seen the demo yeah what they have you seen the demo yeah you should ask the question have you you should ask the question have you you should ask the question have you seen the demo of the integration of seen the demo of the integration of seen the demo of the integration of division Pro okay no no they they just division Pro okay no no they they just division Pro okay no no they they just announced it and um um I don't know just announced it and um um I don't know just announced it and um um I don't know just go see if I can bump them to and and go see if I can bump them to and and go see if I can bump them to and and what about the Jetson did you hear what about the Jetson did you hear what about the Jetson did you hear anything about the jeton which are Focus anything about the jeton which are Focus anything about the jeton which are Focus for maybe for the edge for maybe for the edge for maybe for the edge Computing yeah yeah there was definitely Computing yeah yeah there was definitely Computing yeah yeah there was definitely mention of it especially when um mention of it especially when um mention of it especially when um they were talking about um you know they were talking about um you know they were talking about um you know robotics yeah a lot of mentioned about robotics yeah a lot of mentioned about robotics yeah a lot of mentioned about that not a lot in not a lot of mention that not a lot in not a lot of mention that not a lot in not a lot of mention as it relates as it relates as it relates to um like iot kind of stuff that we're to um like iot kind of stuff that we're to um like iot kind of stuff that we're we typically talk about on the show but we typically talk about on the show but we typically talk about on the show but I think you know when it comes to like I think you know when it comes to like I think you know when it comes to like Edge applications they're really looking Edge applications they're really looking Edge applications they're really looking at robotics you know sort sort of like at robotics you know sort sort of like at robotics you know sort sort of like autonomous things right their whole autonomous things right their whole autonomous things right their whole stick is autonomy at the edge and I stick is autonomy at the edge and I stick is autonomy at the edge and I think for the most part what you're think for the most part what you're think for the most part what you're doing with iot is you're just trying to doing with iot is you're just trying to doing with iot is you're just trying to gather the gather the gather the data you know put the eyes and the ears data you know put the eyes and the ears data you know put the eyes and the ears out there and he I think he just assumes out there and he I think he just assumes out there and he I think he just assumes that those things are going to be there that those things are going to be there that those things are going to be there or on a robot yeah and I don't know his or on a robot yeah and I don't know his or on a robot yeah and I don't know his idea of a robot could very well be just
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idea of a robot could very well be just idea of a robot could very well be just a freaking camera out a freaking camera out a freaking camera out there you know it's that physical cyber there you know it's that physical cyber there you know it's that physical cyber physical integration so looked like he physical integration so looked like he physical integration so looked like he was standing on stage with a bunch of was standing on stage with a bunch of was standing on stage with a bunch of robots robots robots most of not working yeah most of them most of not working yeah most of them most of not working yeah most of them they were hallucinating on the they were hallucinating on the they were hallucinating on the fly yeah like come over here I was like fly yeah like come over here I was like fly yeah like come over here I was like uh I'm gonna imagine that I won't do uh I'm gonna imagine that I won't do uh I'm gonna imagine that I won't do that that that absolutely all right I guess it's to absolutely all right I guess it's to absolutely all right I guess it's to shut her down yeah okay so who's gonna shut her down yeah okay so who's gonna shut her down yeah okay so who's gonna take us out I think Bill is gonna take take us out I think Bill is gonna take take us out I think Bill is gonna take us up oh yeah I I've been absent for so us up oh yeah I I've been absent for so us up oh yeah I I've been absent for so long um look listen we we've got we've long um look listen we we've got we've long um look listen we we've got we've got a number of we've got a number of got a number of we've got a number of got a number of we've got a number of subscribers we've got a number of people subscribers we've got a number of people subscribers we've got a number of people that listen to us I hear it all the time that listen to us I hear it all the time that listen to us I hear it all the time I mean we're walking around at shows and I mean we're walking around at shows and I mean we're walking around at shows and everything like that and people are like everything like that and people are like everything like that and people are like aren't you on iot coffee talk and I'm aren't you on iot coffee talk and I'm aren't you on iot coffee talk and I'm like yes not only yes but hell yes so like yes not only yes but hell yes so like yes not only yes but hell yes so everyone tune in we talk about all of everyone tune in we talk about all of everyone tune in we talk about all of this stuff in a real way not only do we this stuff in a real way not only do we this stuff in a real way not only do we trash it if it's trashy but we praise it trash it if it's trashy but we praise it trash it if it's trashy but we praise it if it's proper so join us again next if it's proper so join us again next if it's proper so join us again next week hit that like button and listen to week hit that like button and listen to week hit that like button and listen to iot Coffee Talk and remember Elevate our iot Coffee Talk and remember Elevate our iot Coffee Talk and remember Elevate our kids is going to save education for kids is going to save education for kids is going to save education for those that are underserved and those that are underserved and those that are underserved and unserved so go out there and get you a unserved so go out there and get you a unserved so go out there and get you a sweatshirt a hoodie a T-shirt and all of
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sweatshirt a hoodie a T-shirt and all of sweatshirt a hoodie a T-shirt and all of that come on back and see us again next that come on back and see us again next that come on back and see us again next week peace
Summary
The discussion revolves around Nvidia's GTC conference, specifically questioning the distinction between partners and customers in the tech ecosystem. The practical takeaway is to critically define these relationships, noting that a true partnership involves mutual customer payment, which is often unclear or misrepresented in industry conversations. The hosts also humorously warn listeners to take their advice with a grain of salt.