IoT Coffee Talk: Episode 238 - Genius Level Stupidity

Oh, that's right. Oh, that's right. That's sweet. That's sweet. That's sweet. There you go. There you go. There you go. Oh my god. Okay, that was If you guys Oh my god. Okay, that was If you guys Oh my god. Okay, that was If you guys don't know, that was Ratt don't know, that was Ratt don't know, that was Ratt Lay It Down. Lay It Down. Lay It Down. New track. New track. New track. New track. New track. New track. Yeah, you know Warren DeMartini, man, he Yeah, you know Warren DeMartini, man, he Yeah, you know Warren DeMartini, man, he was like one of the best Oh, he is one was like one of the best Oh, he is one was like one of the best Oh, he is one of the best guitars guitar players. He of the best guitars guitar players. He of the best guitars guitar players. He still plays. I think um still plays. I think um still plays. I think um they perform on cruise ships now. I they perform on cruise ships now. I they perform on cruise ships now. I guess they have these heavy metal guess they have these heavy metal guess they have these heavy metal Really? Really? Really? Yeah. Yeah. Yeah. Heavy metal cruises? Heavy metal cruises? Heavy metal cruises? Yeah, like blues cruises Yeah, like blues cruises Yeah, like blues cruises and things like and things like and things like Yeah, I Yeah, I Yeah, I it's somewhat anathema to the vibe, but it's somewhat anathema to the vibe, but it's somewhat anathema to the vibe, but uh uh uh Well, you know, caters to the the age Well, you know, caters to the the age Well, you know, caters to the the age group now, which is like group now, which is like group now, which is like 60 plus. 70 plus. 70 plus. Yeah, I mean, I can't wait Yeah, I mean, I can't wait Yeah, I mean, I can't wait like like like death metal cruises. You know what I'm death metal cruises. You know what I'm death metal cruises. You know what I'm saying? saying? saying? I know. Like moshing up but like in slow I know. Like moshing up but like in slow I know. Like moshing up but like in slow motion. motion. motion. Sweet. Sweet. Sweet. Pushing their walkers against each Pushing their walkers against each Pushing their walkers against each other. other. other. Exactly.

Exactly. Exactly. Disaster. Disaster. Disaster. You know, we're not too far away from You know, we're not too far away from You know, we're not too far away from that. that. that. No, I know. I know. No, I know. I know. No, I know. I know. We brought it up on IoT Coffee Talk. We brought it up on IoT Coffee Talk. We brought it up on IoT Coffee Talk. It's like we're We're looking for the It's like we're We're looking for the It's like we're We're looking for the 80-year-old 80-year-old 80-year-old Metallica fan. We're waiting for that to Metallica fan. We're waiting for that to Metallica fan. We're waiting for that to happen. We want them to show up on the happen. We want them to show up on the happen. We want them to show up on the show, but you know show, but you know show, but you know That's right. That's right. That's right. We might be We might be We might be Meet us in the comments. Meet us in the Meet us in the comments. Meet us in the Meet us in the comments. Meet us in the comments. comments. comments. Yes. Yes. Yes. So, if you're 80 years or Yes. Yes. Yes. So, if you're 80 years or Yes. Yes. Yes. So, if you're 80 years or over and you love you love Metallica. over and you love you love Metallica. over and you love you love Metallica. Come on the show. You know, we want to. Come on the show. You know, we want to. Come on the show. You know, we want to. Yeah, we want to we want to talk to you. Yeah, we want to we want to talk to you. Yeah, we want to we want to talk to you. And figure out how the hell you And figure out how the hell you And figure out how the hell you you're an 80-year-old you're an 80-year-old you're an 80-year-old Metallica fan. But hey, welcome everyone Metallica fan. But hey, welcome everyone Metallica fan. But hey, welcome everyone to IoT Coffee Talk. to IoT Coffee Talk. to IoT Coffee Talk. Um Um Um really uh really uh really uh uh appreciate your viewership and uh uh appreciate your viewership and uh uh appreciate your viewership and uh hey, the most important thing that's hey, the most important thing that's hey, the most important thing that's happening until the end of the year is happening until the end of the year is happening until the end of the year is Elevate our kids Elevate our kids Elevate our kids uh donation drive. So, we're trying to uh donation drive. So, we're trying to uh donation drive. So, we're trying to raise a very modest $25,000 raise a very modest $25,000 raise a very modest $25,000 uh to help bridge the digital equity uh to help bridge the digital equity uh to help bridge the digital equity divide for kids K through 12 in divide for kids K through 12 in divide for kids K through 12 in underserved and unserved communities.

underserved and unserved communities. underserved and unserved communities. And so, we hope you'll donate. You know, And so, we hope you'll donate. You know, And so, we hope you'll donate. You know, this is the giving season, right? And uh this is the giving season, right? And uh this is the giving season, right? And uh wow, look at you. Look at you, Rob. wow, look at you. Look at you, Rob. wow, look at you. Look at you, Rob. You you look like Chuck Norris for some You you look like Chuck Norris for some You you look like Chuck Norris for some reason. I don't know why. I was like, reason. I don't know why. I was like, reason. I don't know why. I was like, yeah. Uh okay. So, continuing on with the the Uh okay. So, continuing on with the the public announcement here. public announcement here. public announcement here. Um yeah, it it this is the giving Um yeah, it it this is the giving Um yeah, it it this is the giving season. So, we hope that you'll donate. season. So, we hope that you'll donate. season. So, we hope that you'll donate. Just go to www.elevateourkids.org. And remember, if you're not And remember, if you're not uh into that charitable charitable uh into that charitable charitable uh into that charitable charitable spirit and you're a Christmas grouch, spirit and you're a Christmas grouch, spirit and you're a Christmas grouch, Bah humbug. Bah humbug. Bah humbug. Like it's still Yeah, I'm you're like a Like it's still Yeah, I'm you're like a Like it's still Yeah, I'm you're like a bah humbug type, you can still bah humbug type, you can still bah humbug type, you can still indirectly indirectly indirectly contribute to the charity and do good contribute to the charity and do good contribute to the charity and do good by buying an IoT Coffee Talk t-shirt, by buying an IoT Coffee Talk t-shirt, by buying an IoT Coffee Talk t-shirt, peoples. peoples. peoples. Yeah, it's It's a great stocking Yeah, it's It's a great stocking Yeah, it's It's a great stocking stuffer. stuffer. stuffer. Look good. Look good for the holiday Look good. Look good for the holiday Look good. Look good for the holiday season. Buy buy a shirt or a hoodie season. Buy buy a shirt or a hoodie season. Buy buy a shirt or a hoodie Right.

Right. Right. your entire your entire your entire Do good and look good at the same time. Do good and look good at the same time. Do good and look good at the same time. Yeah, your village. Yeah, your village. Yeah, your village. And yeah, exactly. And then you know And yeah, exactly. And then you know And yeah, exactly. And then you know what? Um what? Um what? Um Can you imagine what would happen to you Can you imagine what would happen to you Can you imagine what would happen to you if someone saw you on the streets of New if someone saw you on the streets of New if someone saw you on the streets of New York City with all that merch on? York City with all that merch on? York City with all that merch on? Oh. Oh. Oh. You're a star right away, baby. You're a star right away, baby. You're a star right away, baby. Yeah. Yeah. Yeah. Oh my god. I mean the the the thing Oh my god. I mean the the the thing Oh my god. I mean the the the thing about it, right? I mean if you if you're about it, right? I mean if you if you're about it, right? I mean if you if you're sticking with the lingo or whatnot, it's sticking with the lingo or whatnot, it's sticking with the lingo or whatnot, it's it's your drip. it's your drip. it's your drip. It's your drip. That's right. That's It's your drip. That's right. That's It's your drip. That's right. That's right, you know. right, you know. right, you know. And how do you take your coffee? And how do you take your coffee? And how do you take your coffee? Black. Black. Black. As a drip. As a drip. As a drip. As a drip. It's drip. It's the tie-in. As a drip. It's drip. It's the tie-in. As a drip. It's drip. It's the tie-in. Oh, I get it. Oh, I get it. Oh, I get it. And Mel, when you're playing roulette, And Mel, when you're playing roulette, And Mel, when you're playing roulette, always bet on black. always bet on black. always bet on black. Yeah, man. You guys are blowing minds. Yeah, man. You guys are blowing minds. Yeah, man. You guys are blowing minds. It's ridiculous. It's ridiculous. It's ridiculous. My favorite Wesley Snipes quote. There My favorite Wesley Snipes quote. There My favorite Wesley Snipes quote. There you go. you go. you go. Um what is Um what is Um what is Yeah, so Snipes to the rescue. Yeah, so Snipes to the rescue. Yeah, so Snipes to the rescue. You know, Leonard, what's really going You know, Leonard, what's really going You know, Leonard, what's really going on here is, you know, I've now watched on here is, you know, I've now watched on here is, you know, I've now watched that yacht yacht rock documentary three that yacht yacht rock documentary three that yacht yacht rock documentary three times times times on HBO. And so I'm I'm I'm like, am I on HBO. And so I'm I'm I'm like, am I on HBO. And so I'm I'm I'm like, am I Michael McDonald or am I Kenny Loggins?

Michael McDonald or am I Kenny Loggins? Michael McDonald or am I Kenny Loggins? Um Um Um You're Michael Loggins. You're Michael Loggins. You're Michael Loggins. Oh my god. You're Kenny Loggins is who Oh my god. You're Kenny Loggins is who Oh my god. You're Kenny Loggins is who you are. you are. you are. Yeah, that that's that's what we're Yeah, that that's that's what we're Yeah, that that's that's what we're going with, you know. So I'm trying to going with, you know. So I'm trying to going with, you know. So I'm trying to So that would make total sense for a So that would make total sense for a So that would make total sense for a cruise ship tie-in, yacht rock cruise cruise ship tie-in, yacht rock cruise cruise ship tie-in, yacht rock cruise ship. ship. ship. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Hi Debbie. Hi Debbie. Hi Debbie. Hi. Actually, I think he has like a Hi. Actually, I think he has like a Hi. Actually, I think he has like a Wolfman Jack thing going. Wolfman Jack thing going. Wolfman Jack thing going. I love Wolfman Jack. I love Wolfman Jack. I love Wolfman Jack. Me too. Me too. Me too. Me too. Me too. Me too. that's a blast from the past. that's a blast from the past. that's a blast from the past. Oh yeah, I tell them I'm a bit older Oh yeah, I tell them I'm a bit older Oh yeah, I tell them I'm a bit older than you think I am. than you think I am. than you think I am. Yes. I mean, you're right. I know I look Yes. I mean, you're right. I know I look Yes. I mean, you're right. I know I look 25, but yeah, I'm a couple years older 25, but yeah, I'm a couple years older 25, but yeah, I'm a couple years older than that as it turns out, you know. But than that as it turns out, you know. But than that as it turns out, you know. But you know, what are you going to do? you know, what are you going to do? you know, what are you going to do? Right? Right? Right? And I and I just I just, you know, I And I and I just I just, you know, I And I and I just I just, you know, I really encourage everybody to hop on HBO really encourage everybody to hop on HBO really encourage everybody to hop on HBO Max and watch the Yacht Rock Max and watch the Yacht Rock Max and watch the Yacht Rock documentary. It is documentary. It is documentary. It is Oh my gosh. Oh my gosh. Oh my gosh. Oh no, that was good. That was good. Oh no, that was good. That was good. Oh no, that was good. That was good. It's good. It's good. It's good. Downloading it as we speak. Downloading it as we speak. Downloading it as we speak. I stumbled on it and and I was like I stumbled on it and and I was like I stumbled on it and and I was like stuck. stuck. stuck. Yeah. Yeah. Yeah. Yeah. It's amazing how they tied in all Yeah. It's amazing how they tied in all Yeah. It's amazing how they tied in all these same people, all these session these same people, all these session these same people, all these session musicians from LA musicians from LA musicians from LA playing with Steely Dan and ended up in playing with Steely Dan and ended up in playing with Steely Dan and ended up in all I mean, who would have guessed it?

all I mean, who would have guessed it? all I mean, who would have guessed it? really I felt like it was the Toto really I felt like it was the Toto really I felt like it was the Toto story. story. story. The Toto story is the best. The Toto story is the best. The Toto story is the best. The Toto those guys were all session The Toto those guys were all session The Toto those guys were all session musicians. musicians. musicians. Oh my god. Oh my god. Oh my god. They played What did they say? Um, They played What did they say? Um, They played What did they say? Um, 2,000, 5,000 different albums? But what 2,000, 5,000 different albums? But what 2,000, 5,000 different albums? But what people don't really know, Bill, as you people don't really know, Bill, as you people don't really know, Bill, as you know, it's the Toto guys, session know, it's the Toto guys, session know, it's the Toto guys, session musicians, who are helping Quincy Jones musicians, who are helping Quincy Jones musicians, who are helping Quincy Jones make Thriller for Michael Jackson. make Thriller for Michael Jackson. make Thriller for Michael Jackson. Yes. And that was it. I mean, every Yes. And that was it. I mean, every Yes. And that was it. I mean, every single song had Toto on it. I mean, they single song had Toto on it. I mean, they single song had Toto on it. I mean, they they took all of Toto. they took all of Toto. they took all of Toto. Yes. Yes. Amazing. Yes. Yes. Amazing. Yes. Yes. Amazing. You know, actually I want to know, did You know, actually I want to know, did You know, actually I want to know, did they do Off the Wall as well? Because if they do Off the Wall as well? Because if they do Off the Wall as well? Because if you listen to Off the Wall, some of the you listen to Off the Wall, some of the you listen to Off the Wall, some of the stuff that they came up stuff that they came up stuff that they came up with, you know, the little lines and the with, you know, the little lines and the with, you know, the little lines and the riffs, incredible. riffs, incredible. riffs, incredible. You know what I'm saying? All the tunes You know what I'm saying? All the tunes You know what I'm saying? All the tunes had just like crazy crazy stuff, so far had just like crazy crazy stuff, so far had just like crazy crazy stuff, so far ahead of its time, just amazing music on ahead of its time, just amazing music on ahead of its time, just amazing music on that. On that. that. On that. that. On that. it wasn't as heavy as as the Thriller it wasn't as heavy as as the Thriller it wasn't as heavy as as the Thriller album, but but Steve Porcaro was behind album, but but Steve Porcaro was behind album, but but Steve Porcaro was behind a lot of the songs.

a lot of the songs. a lot of the songs. Ah. Wow. Ah. Wow. Ah. Wow. Yeah. Yeah. Yeah. I just read an article about them. They I just read an article about them. They I just read an article about them. They were talking about how they're like were talking about how they're like were talking about how they're like this amazing band, you know, even before this amazing band, you know, even before this amazing band, you know, even before they had their own stuff. And so, to to they had their own stuff. And so, to to they had their own stuff. And so, to to hear their behind the scenes hear their behind the scenes hear their behind the scenes Yeah. Yeah. Yeah. and stuff is just amazing. and stuff is just amazing. and stuff is just amazing. I just I just love these. I love I just I just love these. I love I just I just love these. I love documentaries about music and bands and documentaries about music and bands and documentaries about music and bands and get the backstory, how they got going, get the backstory, how they got going, get the backstory, how they got going, things like that. Um, things like that. Um, things like that. Um, you know, I remember hearing stuff about you know, I remember hearing stuff about you know, I remember hearing stuff about the making of the Off the Wall album and the making of the Off the Wall album and the making of the Off the Wall album and they talked about, you know, like Janet they talked about, you know, like Janet they talked about, you know, like Janet Jackson was a young girl back then and Jackson was a young girl back then and Jackson was a young girl back then and they're just like making sounds with they're just like making sounds with they're just like making sounds with spoons and forks and, you know, all spoons and forks and, you know, all spoons and forks and, you know, all kinds of stuff to create backing tracks kinds of stuff to create backing tracks kinds of stuff to create backing tracks and, you know, just just cool stuff, you and, you know, just just cool stuff, you and, you know, just just cool stuff, you know, a lot of innocence, a lot of know, a lot of innocence, a lot of know, a lot of innocence, a lot of people just trying stuff out. people just trying stuff out. people just trying stuff out. Yeah. Yeah. Yeah. Sometimes it works, you know. Sometimes it works, you know. Sometimes it works, you know. Yeah. Yeah. Yeah. This is really This is really This is really Coffee Talk is really a a music Coffee Talk is really a a music Coffee Talk is really a a music About music. About music. About music. It's about music, you know. It's about music, you know. It's about music, you know. Yeah, it is. It is. Hey, by the way, I Yeah, it is. It is. Hey, by the way, I Yeah, it is. It is. Hey, by the way, I bumped bumped bumped I bumped into David Dave McCarthy, your I bumped into David Dave McCarthy, your I bumped into David Dave McCarthy, your boss, boss, boss, yeah, yeah, yeah, AWS re:Invent. Yeah, and so he's a AWS re:Invent. Yeah, and so he's a AWS re:Invent. Yeah, and so he's a little pissed off that you didn't send little pissed off that you didn't send little pissed off that you didn't send them the invite to our recording so he them the invite to our recording so he them the invite to our recording so he and I can rock out and you can do the, and I can rock out and you can do the, and I can rock out and you can do the, you know, yeah, yeah.

you know, yeah, yeah. you know, yeah, yeah. You can do your amazing You can do your amazing You can do your amazing grunge heavy metal vocals and to some grunge heavy metal vocals and to some grunge heavy metal vocals and to some Iron Maiden. Iron Maiden. Iron Maiden. So, So, So, you got to get on it, man. you got to get on it, man. you got to get on it, man. I got to get on it. I got to get on it. I got to get on it. I got to get on it. I got to get on it. I got to get on it. But actually I'm thinking at least for But actually I'm thinking at least for But actually I'm thinking at least for the next month or two we need to kick the next month or two we need to kick the next month or two we need to kick off every show with some kind of yacht off every show with some kind of yacht off every show with some kind of yacht rock song instead. rock song instead. rock song instead. You know, You know, You know, cuz I got the look, you know, it kicks cuz I got the look, you know, it kicks cuz I got the look, you know, it kicks off. You don't know me, BUT I'M YOUR off. You don't know me, BUT I'M YOUR off. You don't know me, BUT I'M YOUR BROTHER. BUT YOU KNOW WHAT I'M REALLY AFRAID of BUT YOU KNOW WHAT I'M REALLY AFRAID of is that eventually you're going to start is that eventually you're going to start is that eventually you're going to start this trend where people are going to be this trend where people are going to be this trend where people are going to be exposing their chest hair again and I exposing their chest hair again and I exposing their chest hair again and I really don't want that. really don't want that. really don't want that. You don't want that, huh? You don't want that, huh? You don't want that, huh? Yeah, I'm sorry. Yeah, I'm sorry. Yeah, I'm sorry. I'll have to do like Austin Powers and I'll have to do like Austin Powers and I'll have to do like Austin Powers and glue on fake chest hair. glue on fake chest hair. glue on fake chest hair. You know? You know? You know? No, that'll that'll be like an AI avatar No, that'll that'll be like an AI avatar No, that'll that'll be like an AI avatar thing. thing. thing. Hey, Stephanie. How's it going? Oh my Hey, Stephanie. How's it going? Oh my Hey, Stephanie. How's it going? Oh my gosh. gosh. gosh. It's going. It's going. It's going. It's our favorite Yacht Rocker Yacht It's our favorite Yacht Rocker Yacht It's our favorite Yacht Rocker Yacht Rocker, awesome. I love it.

Rocker, awesome. I love it. Rocker, awesome. I love it. Yacht Rocker, you know I'm a rapper. Yes, but but what did we what did we see Yes, but but what did we what did we see in the Yacht Rock deal towards the end in the Yacht Rock deal towards the end in the Yacht Rock deal towards the end how rappers were sampling Yacht Rock how rappers were sampling Yacht Rock how rappers were sampling Yacht Rock songs? songs? songs? Sampling is like the way to go nowadays. Sampling is like the way to go nowadays. Sampling is like the way to go nowadays. It's the only way they they can find It's the only way they they can find It's the only way they they can find some Well, it's weird because like some Well, it's weird because like some Well, it's weird because like everyone's sampling old old school stuff everyone's sampling old old school stuff everyone's sampling old old school stuff and I'm always schooling my kid when I'm and I'm always schooling my kid when I'm and I'm always schooling my kid when I'm like I'm listening to some new music or like I'm listening to some new music or like I'm listening to some new music or he's got his play on Spotify he's got his play on Spotify he's got his play on Spotify and I'm like, you know that song right and I'm like, you know that song right and I'm like, you know that song right there you're listening to in the there you're listening to in the there you're listening to in the background, that's from the '80s or from background, that's from the '80s or from background, that's from the '80s or from the '70s or from the '90s and he's like, the '70s or from the '90s and he's like, the '70s or from the '90s and he's like, Yeah, like Rose's eyes. Like, I don't Yeah, like Rose's eyes. Like, I don't Yeah, like Rose's eyes. Like, I don't care, you know, care, you know, care, you know, I feel like there was just some love I feel like there was just some love I feel like there was just some love back then. back then. back then. Also, I was watching it with my my Also, I was watching it with my my Also, I was watching it with my my oldest son and his friend and one of oldest son and his friend and one of oldest son and his friend and one of them were commenting cuz they're just them were commenting cuz they're just them were commenting cuz they're just showing like Los Angeles and cars showing like Los Angeles and cars showing like Los Angeles and cars driving around everything the scene back driving around everything the scene back driving around everything the scene back then and they go, then and they go, then and they go, Cars were so much better looking back Cars were so much better looking back Cars were so much better looking back then in the '60s and '70s. then in the '60s and '70s. then in the '60s and '70s. And I was like, that's an interesting And I was like, that's an interesting And I was like, that's an interesting take, you know? He's like, there was take, you know? He's like, there was take, you know? He's like, there was they were more interesting. They were they were more interesting. They were they were more interesting. They were unique back then.

unique back then. unique back then. unique, yes. unique, yes. unique, yes. Yeah, Yeah, Yeah, they didn't they didn't look like they they didn't they didn't look like they they didn't they didn't look like they were built from Minecraft. were built from Minecraft. were built from Minecraft. Yeah, so much of everything Yeah, so much of everything Yeah, so much of everything so much of everything so much of everything so much of everything looks like eggs now for some reason or looks like eggs now for some reason or looks like eggs now for some reason or they're shaped like eggs, but they're shaped like eggs, but they're shaped like eggs, but They're all aerodynamized. All the They're all aerodynamized. All the They're all aerodynamized. All the design has been aerodynamized. design has been aerodynamized. design has been aerodynamized. I love the the the curves and different I love the the the curves and different I love the the the curves and different things from cars from you know, '20s, things from cars from you know, '20s, things from cars from you know, '20s, '30s, '40s, '50s. I mean, you just had a '30s, '40s, '50s. I mean, you just had a '30s, '40s, '50s. I mean, you just had a sexiness about sexiness about sexiness about Yeah. And what do a lot of auto Yeah. And what do a lot of auto Yeah. And what do a lot of auto manufacturers do in lately manufacturers do in lately manufacturers do in lately to try to resurrect their flailing to try to resurrect their flailing to try to resurrect their flailing vehicles, they go back to old designs vehicles, they go back to old designs vehicles, they go back to old designs and try to make them new again, you and try to make them new again, you and try to make them new again, you know, whether it's the like the new Ford know, whether it's the like the new Ford know, whether it's the like the new Ford Bronco trying to make it look like the Bronco trying to make it look like the Bronco trying to make it look like the old Bronco. old Bronco. old Bronco. Bronco's pretty cool. I'm waiting for Bronco's pretty cool. I'm waiting for Bronco's pretty cool. I'm waiting for the Pontiac Aztek to come back. That's the Pontiac Aztek to come back. That's the Pontiac Aztek to come back. That's Oh, just say no. Oh, just say no. Oh, just say no. Yeah, right. Yeah, right. Yeah, right. The The The thing with with this whole push on thing with with this whole push on thing with with this whole push on electrification, I've become enamored electrification, I've become enamored electrification, I've become enamored with the the the redoing of old vehicles with the the the redoing of old vehicles with the the the redoing of old vehicles to turn them electric.

to turn them electric. to turn them electric. Yeah, yeah, yeah. Yeah, yeah, yeah. Yeah, yeah, yeah. Cool. Cool. Cool. I have a my mechanic my I have a old I have a my mechanic my I have a old I have a my mechanic my I have a old Volvo and he's a vintage Volvo mechanic Volvo and he's a vintage Volvo mechanic Volvo and he's a vintage Volvo mechanic in Ballard and he does uh in Ballard and he does uh in Ballard and he does uh electrified versions of old Volvos. Uh electrified versions of old Volvos. Uh electrified versions of old Volvos. Uh I mean, I'm looking at it. I'm like, I I mean, I'm looking at it. I'm like, I I mean, I'm looking at it. I'm like, I want a '64 Impala. want a '64 Impala. want a '64 Impala. That's right. That's right. That's right. They just you just got to be you're They just you just got to be you're They just you just got to be you're ready you got to be paying the big bucks ready you got to be paying the big bucks ready you got to be paying the big bucks cuz those things are cuz those things are cuz those things are And for all you people all across the And for all you people all across the And for all you people all across the world, it's so clear that the old Volvo world, it's so clear that the old Volvo world, it's so clear that the old Volvo restoring electrification guys in restoring electrification guys in restoring electrification guys in Ballard of all places Ballard of all places Ballard of all places Yes, Ballard, Seattle. Yeah, of course. Yes, Ballard, Seattle. Yeah, of course. Yes, Ballard, Seattle. Yeah, of course. Our Our Scandinavian neighborhood. Yes. Our Our Scandinavian neighborhood. Yes. Our Our Scandinavian neighborhood. Yes. That's right. The hippest Scandinavian That's right. The hippest Scandinavian That's right. The hippest Scandinavian neighborhood in the US. neighborhood in the US. neighborhood in the US. That's right. That's right. Of course That's right. That's right. Of course That's right. That's right. Of course it's in Ballard. it's in Ballard. it's in Ballard. And for those of you who haven't seen And for those of you who haven't seen And for those of you who haven't seen it, I've seen Pete's Volvo. It is it, I've seen Pete's Volvo. It is it, I've seen Pete's Volvo. It is beautiful. It's art. And that's And beautiful. It's art. And that's And beautiful. It's art. And that's And that's what we've gotten away from. Cars that's what we've gotten away from. Cars that's what we've gotten away from. Cars used to be like art. used to be like art. used to be like art. Oh, they were. Oh, they were. Oh, they were. That's right. That's right. That's right. I was in I was in I was in Gatlinburg, Tennessee. That's Dolly Gatlinburg, Tennessee. That's Dolly Gatlinburg, Tennessee. That's Dolly Parton land. And so Parton land. And so Parton land. And so I don't know I don't know what event I don't know I don't know what event I don't know I don't know what event exactly they were having, but I guess exactly they were having, but I guess exactly they were having, but I guess downtown Gatlinburg when I was there a downtown Gatlinburg when I was there a downtown Gatlinburg when I was there a couple years ago, they're having this couple years ago, they're having this couple years ago, they're having this classic car show and it's basically classic car show and it's basically classic car show and it's basically miles and miles and miles of people with miles and miles and miles of people with miles and miles and miles of people with their cars and they were beautiful.

their cars and they were beautiful. their cars and they were beautiful. Beautiful. Oh my god, amazing. Beautiful. Oh my god, amazing. Beautiful. Oh my god, amazing. Yeah, some of those cars and then the Yeah, some of those cars and then the Yeah, some of those cars and then the way they keep them too. It's like mine way they keep them too. It's like mine way they keep them too. It's like mine mine's like a driver. It's not mint in mine's like a driver. It's not mint in mine's like a driver. It's not mint in box, but some of these folks like you box, but some of these folks like you box, but some of these folks like you open the engine bay and it's like they open the engine bay and it's like they open the engine bay and it's like they have a toothbrush in there and you're have a toothbrush in there and you're have a toothbrush in there and you're Yeah, it's amazing. Yeah, it's amazing. Yeah, it's amazing. So we live in the age of So we live in the age of So we live in the age of commoditization, right? All that stuff commoditization, right? All that stuff commoditization, right? All that stuff has been commoditized over the years so has been commoditized over the years so has been commoditized over the years so we we we Yeah, gets thrown out, recycled. Yeah, gets thrown out, recycled. Yeah, gets thrown out, recycled. Yeah, I mean Yeah, I mean Yeah, I mean More like thrown out than recycled. More like thrown out than recycled. More like thrown out than recycled. But there's markets for restoring a lot But there's markets for restoring a lot But there's markets for restoring a lot of these old cars. Like just a specific of these old cars. Like just a specific of these old cars. Like just a specific model, there's whole businesses around model, there's whole businesses around model, there's whole businesses around that, you know? I heard that these guys, that, you know? I heard that these guys, that, you know? I heard that these guys, I don't know if they're outside of LA, I don't know if they're outside of LA, I don't know if they're outside of LA, that they just take your in any that they just take your in any that they just take your in any condition a old Toyota Land Cruiser from condition a old Toyota Land Cruiser from condition a old Toyota Land Cruiser from way back when and and restore it to you way back when and and restore it to you way back when and and restore it to you know what people really want it, you know what people really want it, you know what people really want it, you know? And I think the new Toyota Land know? And I think the new Toyota Land know? And I think the new Toyota Land Cruiser they're trying to make it look Cruiser they're trying to make it look Cruiser they're trying to make it look like the OG one a little bit. I've seen like the OG one a little bit. I've seen like the OG one a little bit. I've seen some of the some of the some of the deals online. deals online. deals online. Yeah. Yeah. Yeah. Yes. Yes. Yes. I like I like how Leonard's coffee mug I like I like how Leonard's coffee mug I like I like how Leonard's coffee mug kind of transcends his mustache. So kind of transcends his mustache. So kind of transcends his mustache. So Oh.

Oh. Oh. The mustache goes onto the coffee there. The mustache goes onto the coffee there. The mustache goes onto the coffee there. The mustache goes onto the mug. The mustache goes onto the mug. The mustache goes onto the mug. So now that is cool, man. So now that is cool, man. So now that is cool, man. Wow, that's so Wow, that's so Wow, that's so pretty. pretty. pretty. I do want to put out a a big warning I do want to put out a a big warning I do want to put out a a big warning here. This is like a cyber security here. This is like a cyber security here. This is like a cyber security warning. It's like CVE. Do not watch warning. It's like CVE. Do not watch warning. It's like CVE. Do not watch Martin's not Martin Scorsese Francis Martin's not Martin Scorsese Francis Martin's not Martin Scorsese Francis Ford Coppola's new movie Megalopolis. Do Ford Coppola's new movie Megalopolis. Do Ford Coppola's new movie Megalopolis. Do not watch that movie. It's so bad. not watch that movie. It's so bad. not watch that movie. It's so bad. It's so bad. It's so bad. It's so bad. Is this from a pain perspective? Just Is this from a pain perspective? Just Is this from a pain perspective? Just from from from I saw it I saw it last night. I saw it I saw it last night. I saw it I saw it last night. Discomfort. Discomfort. Discomfort. It It was painful. It's like when a It It was painful. It's like when a It It was painful. It's like when a great director great director great director with too much money cons a bunch of with too much money cons a bunch of with too much money cons a bunch of actors that he pays to do the worst actors that he pays to do the worst actors that he pays to do the worst screenplay, worst acting, worst set screenplay, worst acting, worst set screenplay, worst acting, worst set design ever. design ever. design ever. I don't I don't I don't You can put the whole movie through it. You can put the whole movie through it. You can put the whole movie through it. You need to put that through an AI sort You need to put that through an AI sort You need to put that through an AI sort of re-editing process like of re-editing process like of re-editing process like Let it just do its thing and see what Let it just do its thing and see what Let it just do its thing and see what happens, you know? happens, you know? happens, you know? You know you know what? Fingers aren't You know you know what? Fingers aren't You know you know what? Fingers aren't free, you know? They don't pay for free, you know? They don't pay for free, you know? They don't pay for themselves, so you got to do something. themselves, so you got to do something. themselves, so you got to do something. Shake shake out that money tree. After Shake shake out that money tree. After Shake shake out that money tree. After you shake you shake you shake to shake that money tree. In fact, so I to shake that money tree. In fact, so I to shake that money tree. In fact, so I know you're I know you're thinking I know you're I know you're thinking I know you're I know you're thinking I need AI to write a good review about it, need AI to write a good review about it, need AI to write a good review about it, but um but um but um I'm going to write I'm going to read to I'm going to write I'm going to read to I'm going to write I'm going to read to you now. I I was so horrified, I wrote a you now. I I was so horrified, I wrote a you now. I I was so horrified, I wrote a a short review and I'll read it to you a short review and I'll read it to you a short review and I'll read it to you now.

now. now. Uh-uh. Uh-uh. Uh-uh. Oh my god, I just watched Francis Ford Oh my god, I just watched Francis Ford Oh my god, I just watched Francis Ford Coppola's Megalopolis. It's a struggle Coppola's Megalopolis. It's a struggle Coppola's Megalopolis. It's a struggle between Caesar and Cicero in a utopian between Caesar and Cicero in a utopian between Caesar and Cicero in a utopian city called New Rome. city called New Rome. city called New Rome. It should have taken place in New It should have taken place in New It should have taken place in New Detroit because Robocop would have Detroit because Robocop would have Detroit because Robocop would have killed all the actors and saved us from killed all the actors and saved us from killed all the actors and saved us from the worst movie ever made. the worst movie ever made. the worst movie ever made. That said, the careers of all the actors That said, the careers of all the actors That said, the careers of all the actors in this movie are now officially dead. in this movie are now officially dead. in this movie are now officially dead. The movie is so bad it makes Heaven's The movie is so bad it makes Heaven's The movie is so bad it makes Heaven's Gate look like The Shawkshank Gate look like The Shawkshank Gate look like The Shawkshank Redemption. The lines are so bad, I'm Redemption. The lines are so bad, I'm Redemption. The lines are so bad, I'm rethinking giving Apollonia a best rethinking giving Apollonia a best rethinking giving Apollonia a best actress Oscar Oscar for her work in actress Oscar Oscar for her work in actress Oscar Oscar for her work in Purple Rain. Purple Rain. Purple Rain. The movie sets are worse than those The movie sets are worse than those The movie sets are worse than those found in a middle school play. Now I found in a middle school play. Now I found in a middle school play. Now I understand why Francis struggled so much understand why Francis struggled so much understand why Francis struggled so much to get distribution for the film. to get distribution for the film. to get distribution for the film. It's a good thing Francis already It's a good thing Francis already It's a good thing Francis already received his Kennedy Center honors received his Kennedy Center honors received his Kennedy Center honors because now he won't be remembered for because now he won't be remembered for because now he won't be remembered for Patton, Godfather, or Apocalypse Now. Patton, Godfather, or Apocalypse Now. Patton, Godfather, or Apocalypse Now. Luckily though, he kind of dodged a Luckily though, he kind of dodged a Luckily though, he kind of dodged a bullet bullet bullet because the film went straight to VHS in because the film went straight to VHS in because the film went straight to VHS in a world where no one has a VCR anymore.

a world where no one has a VCR anymore. a world where no one has a VCR anymore. Coppola won't smell success from Coppola won't smell success from Coppola won't smell success from Megalopolis, he'll only smell the napalm Megalopolis, he'll only smell the napalm Megalopolis, he'll only smell the napalm that's rained down on his career as a that's rained down on his career as a that's rained down on his career as a writer or director. writer or director. writer or director. In honor of his great works though, I In honor of his great works though, I In honor of his great works though, I deleted the harsh movie review I deleted the harsh movie review I deleted the harsh movie review I previously wrote and replaced it with previously wrote and replaced it with previously wrote and replaced it with the one I just told you. the one I just told you. the one I just told you. One star. One star. One star. That was a one star. That was a one star. That was a one star. A clean version. A clean version. A clean version. Oh my god. I thought you were going to Oh my god. I thought you were going to Oh my god. I thought you were going to say straight to laser disc. I thought say straight to laser disc. I thought say straight to laser disc. I thought you were going to say straight to laser you were going to say straight to laser you were going to say straight to laser disc. disc. disc. OH, THAT WOULD HAVE been better. Well OH, THAT WOULD HAVE been better. Well OH, THAT WOULD HAVE been better. Well said, I love that. said, I love that. said, I love that. Oh my god. Oh my god. Oh my god. Amazing. Amazing. Amazing. Yeah. Yeah. Yeah. IoT. IoT. IoT. That's That's That's probably even more probably even more probably even more What? What? What? No IoT, it's Friday. No IoT, it's Friday. No IoT, it's Friday. I guess it's to me it's hard to to I guess it's to me it's hard to to I guess it's to me it's hard to to imagine someone who made imagine someone who made imagine someone who made Godfather can do something so bad. You Godfather can do something so bad. You Godfather can do something so bad. You know what I'm saying? know what I'm saying? know what I'm saying? Yeah. Yeah. Yeah. I mean it it almost makes it me think I mean it it almost makes it me think I mean it it almost makes it me think maybe maybe the Godfather was like, just maybe maybe the Godfather was like, just maybe maybe the Godfather was like, just say, fortuitous mistake that he stumbled say, fortuitous mistake that he stumbled say, fortuitous mistake that he stumbled into all that brilliance. into all that brilliance. into all that brilliance. Actually, Godfather II was also great, Actually, Godfather II was also great, Actually, Godfather II was also great, too. So, he kind of too. So, he kind of too. So, he kind of Godfather Godfather Godfather I was going to say or he's I was going to say or he's I was going to say or he's sick or something's going on.

sick or something's going on. sick or something's going on. Well, I mean no. I mean, realistically, Well, I mean no. I mean, realistically, Well, I mean no. I mean, realistically, he ran he ran out he ran he ran out he ran he ran out It's course. It's course. It's course. and he's trying to he's trying to and he's trying to he's trying to and he's trying to he's trying to reinvent in the new age. reinvent in the new age. reinvent in the new age. Mhm. Mhm. Mhm. And some things just need to stay where And some things just need to stay where And some things just need to stay where they're at. they're at. they're at. Well Well Well Right. Right. Right. to wait for the I'm going to wait I was to wait for the I'm going to wait I was to wait for the I'm going to wait I was going to say I was going to wait for the going to say I was going to wait for the going to say I was going to wait for the director's cut, but maybe I need some director's cut, but maybe I need some director's cut, but maybe I need some other some other director director's other some other director director's other some other director director's cut. cut. cut. Yeah. Yeah. Yeah. That's the thing. He wrote, directed, That's the thing. He wrote, directed, That's the thing. He wrote, directed, and produced this movie and probably and produced this movie and probably and produced this movie and probably blew all the last of his money to make blew all the last of his money to make blew all the last of his money to make it happen, you know. it happen, you know. it happen, you know. Yeah, but the wine's still good. I like Yeah, but the wine's still good. I like Yeah, but the wine's still good. I like the wine. the wine. the wine. Yeah, the wine's yeah. Yeah, the wine's yeah. Yeah, the wine's yeah. I like the wine. I like the wine. I like the wine. But you're right, you know, those But you're right, you know, those But you're right, you know, those previous hit movies, you know, it was previous hit movies, you know, it was previous hit movies, you know, it was sometimes it was someone else's sometimes it was someone else's sometimes it was someone else's screenplay or maybe he was just the screenplay or maybe he was just the screenplay or maybe he was just the director. director. director. Yeah, that's true. Yeah, that's true. Yeah, that's true. Something Something Something Yeah, you know. Yeah, you know. Yeah, you know. at least at least at least he took a big swing. He took a big he took a big swing. He took a big he took a big swing. He took a big swing. swing. swing. He did take a big swing. He did take a big swing. He did take a big swing. I have a Godfather story. I have a Godfather story. I have a Godfather story. Okay, here we go. Okay, here we go. Okay, here we go. I I I Actually, growing up, we didn't watch Actually, growing up, we didn't watch Actually, growing up, we didn't watch movies. So, in college, I started. You movies. So, in college, I started. You movies. So, in college, I started. You know, I majored in film just so I could know, I majored in film just so I could know, I majored in film just so I could see stuff. Anyway, this is back in olden see stuff. Anyway, this is back in olden see stuff. Anyway, this is back in olden days when people had VHS and I had the days when people had VHS and I had the days when people had VHS and I had the misfortune of going to a Blockbuster misfortune of going to a Blockbuster misfortune of going to a Blockbuster Video and I picked up uh, a copy. It was Video and I picked up uh, a copy. It was Video and I picked up uh, a copy. It was Godfather I and II, but it was the cut Godfather I and II, but it was the cut Godfather I and II, but it was the cut where they tried to do it in a linear where they tried to do it in a linear where they tried to do it in a linear fashion.

fashion. fashion. Mhm. Mhm. Mhm. I don't know. I don't know. I don't know. And so, now And so, now And so, now Right. So, basically took the both films Right. So, basically took the both films Right. So, basically took the both films and they tried to make it so that it was and they tried to make it so that it was and they tried to make it so that it was in chronological order. in chronological order. in chronological order. Oh. Oh. Oh. And so And so, now I still am confused And so And so, now I still am confused And so And so, now I still am confused about what is in you know, people say about what is in you know, people say about what is in you know, people say Godfather 1 and 2, I'm still confused Godfather 1 and 2, I'm still confused Godfather 1 and 2, I'm still confused about what's in which one. about what's in which one. about what's in which one. Yeah, you got you got you should just Yeah, you got you got you should just Yeah, you got you got you should just wipe the slate clean there, just start wipe the slate clean there, just start wipe the slate clean there, just start over. over. over. Yeah, right. That's right. Yeah, right. That's right. Yeah, right. That's right. Just get a good Just get a good Just get a good good digital transfer, you know, UHD good digital transfer, you know, UHD good digital transfer, you know, UHD version, just get some popcorn and start version, just get some popcorn and start version, just get some popcorn and start over. over. over. I don't know what both of them thought I don't know what both of them thought I don't know what both of them thought that was a good idea. It was like a that was a good idea. It was like a that was a good idea. It was like a horrible idea. horrible idea. horrible idea. All right. Yeah, if you think about it, All right. Yeah, if you think about it, All right. Yeah, if you think about it, that that that the reason why I think we love Game of the reason why I think we love Game of the reason why I think we love Game of Thrones is because it was kind of like Thrones is because it was kind of like Thrones is because it was kind of like the Godfather, you know? the Godfather, you know? the Godfather, you know? True. True. True. Yeah, the Godfather struggle. Yeah, the Godfather struggle. Yeah, the Godfather struggle. Like, yeah. Like, yeah. Like, yeah. Family struggle. Family struggle. Family struggle. Speaking of struggle and disasters, can Speaking of struggle and disasters, can Speaking of struggle and disasters, can we talk about Intel? Or is that uh we talk about Intel? Or is that uh we talk about Intel? Or is that uh Yeah, we can talk about that. Yeah, we can talk about that. Yeah, we can talk about that. Let's get it going. Let's get it going. Let's get it going. Finally. Finally. Finally. That's the discussion this week. That's the discussion this week. That's the discussion this week. talking about epic failures and talking about epic failures and talking about epic failures and disasters and you know, ends of careers, disasters and you know, ends of careers, disasters and you know, ends of careers, and I thought, oh, Pat Gelsinger, that and I thought, oh, Pat Gelsinger, that and I thought, oh, Pat Gelsinger, that was kind of money.

was kind of money. was kind of money. Who has the Who has the inside scoop? Who has the Who has the inside scoop? Who has the Who has the inside scoop? No. No. No. There's some good threads out there that There's some good threads out there that There's some good threads out there that have been written about it. I think I have been written about it. I think I have been written about it. I think I shared some threads to some people that shared some threads to some people that shared some threads to some people that you know, but it's tied to the Godfather you know, but it's tied to the Godfather you know, but it's tied to the Godfather thing, you know, you would have someone thing, you know, you would have someone thing, you know, you would have someone would have said you know someone come would have said you know someone come would have said you know someone come whisper to you, it's like whisper to you, it's like whisper to you, it's like nobody kills while mama still lives. nobody kills while mama still lives. nobody kills while mama still lives. Yeah. I thought we got to talk about the I thought we got to talk about the severed horse head and uh That would have been a sign from the That would have been a sign from the board. board. board. It's just another coup. It's just another coup. It's just another coup. It's like It's like It's like It's like It's like It's like It's like uh the month of coups. It's like uh the month of coups. It's like uh the month of coups. Yeah, so let's let's talk honestly about Yeah, so let's let's talk honestly about Yeah, so let's let's talk honestly about this. I mean, some of us kind of this. I mean, some of us kind of this. I mean, some of us kind of just from being at events with them and just from being at events with them and just from being at events with them and you got to hang out a little bit. He's a you got to hang out a little bit. He's a you got to hang out a little bit. He's a brilliant engineer. He's a good guy. He brilliant engineer. He's a good guy. He brilliant engineer. He's a good guy. He came in at He came in on the Titanic as came in at He came in on the Titanic as came in at He came in on the Titanic as it was already sinking. It's not like he it was already sinking. It's not like he it was already sinking. It's not like he created the Titanic sinking. created the Titanic sinking. created the Titanic sinking. Right. Right. Right. He came in the bow of the ship was He came in the bow of the ship was He came in the bow of the ship was already up like this, you know. already up like this, you know. already up like this, you know. exactly. He came up with a hugely exactly. He came up with a hugely exactly. He came up with a hugely ambitious plan that they were executing ambitious plan that they were executing ambitious plan that they were executing on and it requires time time and on and it requires time time and on and it requires time time and patience and everything like that.

patience and everything like that. patience and everything like that. And they pulled the plug on him before And they pulled the plug on him before And they pulled the plug on him before some of those things came to life. It's some of those things came to life. It's some of those things came to life. It's in fact some of those may have come to in fact some of those may have come to in fact some of those may have come to life in the future after he's already life in the future after he's already life in the future after he's already gone and may turn out to be the right gone and may turn out to be the right gone and may turn out to be the right ideas. I don't know. ideas. I don't know. ideas. I don't know. Yeah, but time waits for no man. Yeah, but time waits for no man. Yeah, but time waits for no man. Yeah. Yeah. Yeah. Yeah, but I guess the problem is I mean Yeah, but I guess the problem is I mean Yeah, but I guess the problem is I mean this is a super long game, right? So this is a super long game, right? So this is a super long game, right? So even if they got someone new, it would even if they got someone new, it would even if they got someone new, it would still take them many many many years to still take them many many many years to still take them many many many years to execute on what they're trying to do. So execute on what they're trying to do. So execute on what they're trying to do. So it's just a matter of setting it's just a matter of setting it's just a matter of setting expectations. expectations. expectations. Yeah, it's about setting expectations Yeah, it's about setting expectations Yeah, it's about setting expectations too, son. And so you know, how were too, son. And so you know, how were too, son. And so you know, how were expectations set with with the with the expectations set with with the with the expectations set with with the with the street? How were they set, you know, street? How were they set, you know, street? How were they set, you know, with the board? And you know, certainly with the board? And you know, certainly with the board? And you know, certainly everyone would say it's a long-term everyone would say it's a long-term everyone would say it's a long-term play. And so, you know, managing those play. And so, you know, managing those play. And so, you know, managing those expectations and telling that story expectations and telling that story expectations and telling that story appropriately is is hard. appropriately is is hard. appropriately is is hard. Um in the semiconductor space that Um in the semiconductor space that Um in the semiconductor space that Leonard and I were talking earlier, it's Leonard and I were talking earlier, it's Leonard and I were talking earlier, it's like every everything here is a like every everything here is a like every everything here is a multi-year investment. And when you find multi-year investment. And when you find multi-year investment. And when you find yourself on yourself on yourself on in a disaster mode, it is not a in a disaster mode, it is not a in a disaster mode, it is not a quarter-by-quarter fix, really.

quarter-by-quarter fix, really. quarter-by-quarter fix, really. And so that's that's the challenge he And so that's that's the challenge he And so that's that's the challenge he had from the beginning. I think he had a had from the beginning. I think he had a had from the beginning. I think he had a he had a pair of twos going in and uh he had a pair of twos going in and uh he had a pair of twos going in and uh it's kind of hard to win with a pair of it's kind of hard to win with a pair of it's kind of hard to win with a pair of twos. twos. twos. I mean I kind of feel like he he fell I mean I kind of feel like he he fell I mean I kind of feel like he he fell into the trap of a of a couple of into the trap of a of a couple of into the trap of a of a couple of different things because this is like different things because this is like different things because this is like the the the true multi-layer cake of how the the the true multi-layer cake of how the the the true multi-layer cake of how to fail. to fail. to fail. And I mean they And I mean they And I mean they Jeez. Jeez. Jeez. I mean serious, right? I mean look, he I mean serious, right? I mean look, he I mean serious, right? I mean look, he came in. You remember the story where came in. You remember the story where came in. You remember the story where you get the letter from the previous CEO you get the letter from the previous CEO you get the letter from the previous CEO and you know, you have a period of time. and you know, you have a period of time. and you know, you have a period of time. First letter is blame it on your First letter is blame it on your First letter is blame it on your predecessor or you you know, and the predecessor or you you know, and the predecessor or you you know, and the next one is oh well, we're getting it next one is oh well, we're getting it next one is oh well, we're getting it right. right. right. And then the last one is a letter to And then the last one is a letter to And then the last one is a letter to your next your next your next successor. successor. successor. Yeah, write another letter. Yeah, write another letter. Yeah, write another letter. Right. I mean, he he they Intel failed Right. I mean, he he they Intel failed Right. I mean, he he they Intel failed the CPU versus GPU game early on. the CPU versus GPU game early on. the CPU versus GPU game early on. And they were still core CPU CPU CPU, And they were still core CPU CPU CPU, And they were still core CPU CPU CPU, one thing. Number two, they failed in in one thing. Number two, they failed in in one thing. Number two, they failed in in the emergence of AI.

the emergence of AI. the emergence of AI. And didn't align properly. Now, you look And didn't align properly. Now, you look And didn't align properly. Now, you look at Nvidia and Super Micro. at Nvidia and Super Micro. at Nvidia and Super Micro. There is a marriage there. There is a marriage there. There is a marriage there. Oh, yeah. Yeah. Oh, yeah. Yeah. Oh, yeah. Yeah. Well, they had they had the uh they had Well, they had they had the uh they had Well, they had they had the uh they had the religion of CPU religion and x86 the religion of CPU religion and x86 the religion of CPU religion and x86 religion as as as the GPU and these religion as as as the GPU and these religion as as as the GPU and these alternative architectures. And they just alternative architectures. And they just alternative architectures. And they just kind of fought tooth and nail on that on kind of fought tooth and nail on that on kind of fought tooth and nail on that on that religious war until it was too that religious war until it was too that religious war until it was too late. And um by the time they started late. And um by the time they started late. And um by the time they started doing more dedicated, you know, AI chips doing more dedicated, you know, AI chips doing more dedicated, you know, AI chips and stuff, it was and stuff, it was and stuff, it was Too late. Too late. Too late. Time to kill man. Time to kill man. Time to kill man. Shoes start dropping all over the place Shoes start dropping all over the place Shoes start dropping all over the place like, you know, when Intel loses Apple like, you know, when Intel loses Apple like, you know, when Intel loses Apple as a customer for the MacBooks, you as a customer for the MacBooks, you as a customer for the MacBooks, you know, when they went to their own know, when they went to their own know, when they went to their own silicon and it's like, "Oh, crap, we silicon and it's like, "Oh, crap, we silicon and it's like, "Oh, crap, we lost that." Um lost that." Um lost that." Um you're right, the GPU thing. Obviously, you're right, the GPU thing. Obviously, you're right, the GPU thing. Obviously, they've been trying to create some GPUs they've been trying to create some GPUs they've been trying to create some GPUs recently. They're not that great, I recently. They're not that great, I recently. They're not that great, I don't think, yet. Um well, don't think, yet. Um well, don't think, yet. Um well, Gaudy gaudy stuff. Gaudy gaudy stuff. Gaudy gaudy stuff. you can't you can't continue to ride you can't you can't continue to ride you can't you can't continue to ride horses on the street when people are horses on the street when people are horses on the street when people are driving vehicles.

driving vehicles. driving vehicles. Boom. Boom. There we go. All right, Boom. Boom. There we go. All right, Boom. Boom. There we go. All right, here's here's the thread from a here's here's the thread from a here's here's the thread from a a social media channel you may have a social media channel you may have a social media channel you may have remember from the old days called remember from the old days called remember from the old days called Twitter. Twitter. Twitter. Um a thread on why Pat Gelsinger Um a thread on why Pat Gelsinger Um a thread on why Pat Gelsinger resigned, why the Intel board is not resigned, why the Intel board is not resigned, why the Intel board is not coming clean on the real implications of coming clean on the real implications of coming clean on the real implications of why they what they asked Pat to do, and why they what they asked Pat to do, and why they what they asked Pat to do, and they should be fired by the shareholders they should be fired by the shareholders they should be fired by the shareholders for negligence. for negligence. for negligence. For Intel to make IFS, IFS 2.0 was this For Intel to make IFS, IFS 2.0 was this For Intel to make IFS, IFS 2.0 was this kind of vision that Pat came up with, kind of vision that Pat came up with, kind of vision that Pat came up with, you know, viable. Pat had to invest you know, viable. Pat had to invest you know, viable. Pat had to invest heavily. They needed to catch up to, you heavily. They needed to catch up to, you heavily. They needed to catch up to, you know, TSMC with five nodes in four know, TSMC with five nodes in four know, TSMC with five nodes in four years. Whatever that means, y'all. years. Whatever that means, y'all. years. Whatever that means, y'all. Bunch of fab plants and stuff. Migrate Bunch of fab plants and stuff. Migrate Bunch of fab plants and stuff. Migrate to industry standard software tools and to industry standard software tools and to industry standard software tools and processes. Build out fab shells and processes. Build out fab shells and processes. Build out fab shells and equip them as nodes. Get ready wafer equip them as nodes. Get ready wafer equip them as nodes. Get ready wafer capacity as well. All this needed capacity as well. All this needed capacity as well. All this needed intense capital and time. It was signed intense capital and time. It was signed intense capital and time. It was signed off on by the Intel board conditional off on by the Intel board conditional off on by the Intel board conditional with Pat Gelsinger return with the with Pat Gelsinger return with the with Pat Gelsinger return with the minimum five-year term. Fabs, nodes, minimum five-year term. Fabs, nodes, minimum five-year term. Fabs, nodes, wafers all start to come together with wafers all start to come together with wafers all start to come together with 18A as a Hail Mary in 2025. Nobody 18A as a Hail Mary in 2025. Nobody 18A as a Hail Mary in 2025. Nobody thought Intel could pull it off. They thought Intel could pull it off. They thought Intel could pull it off. They did pull it off.

did pull it off. did pull it off. However, However, However, Intel fabs are nowhere as competitive as Intel fabs are nowhere as competitive as Intel fabs are nowhere as competitive as TSMC for legacy reasons. When an Intel TSMC for legacy reasons. When an Intel TSMC for legacy reasons. When an Intel revealed it would still take 20 27 2027 revealed it would still take 20 27 2027 revealed it would still take 20 27 2027 to break even and 2030 to get back 50% to break even and 2030 to get back 50% to break even and 2030 to get back 50% margin, the street balked, the stock margin, the street balked, the stock margin, the street balked, the stock crashed. As we know, some people backed crashed. As we know, some people backed crashed. As we know, some people backed up the truck when it went under $20 a up the truck when it went under $20 a up the truck when it went under $20 a share. share. share. Uh for investors reality, the task Uh for investors reality, the task Uh for investors reality, the task became clear. To win foundry customers, became clear. To win foundry customers, became clear. To win foundry customers, Intel needed to build enough capacity Intel needed to build enough capacity Intel needed to build enough capacity out in time to give them confidence to out in time to give them confidence to out in time to give them confidence to go with this IFS 2.0. TSMC manages this go with this IFS 2.0. TSMC manages this go with this IFS 2.0. TSMC manages this capex through prepays. capex through prepays. capex through prepays. Since IFS's biggest customer now and for Since IFS's biggest customer now and for Since IFS's biggest customer now and for a while is actually Intel products a while is actually Intel products a while is actually Intel products itself, there are no prepays as an itself, there are no prepays as an itself, there are no prepays as an option for that. option for that. option for that. Right. Right. Right. But Pat stuck to his guns with this But Pat stuck to his guns with this But Pat stuck to his guns with this thing. Intel stock continued to suffer. thing. Intel stock continued to suffer. thing. Intel stock continued to suffer. It was in the 50s when Pat joined and It was in the 50s when Pat joined and It was in the 50s when Pat joined and now, you know, it's What is it today? now, you know, it's What is it today? now, you know, it's What is it today? 20? 19? Who knows? 20? 19? Who knows? 20? 19? Who knows? Um clearly the board was feeling Um clearly the board was feeling Um clearly the board was feeling pressure from the street. Rather than pressure from the street. Rather than pressure from the street. Rather than stay true to the word, they started to stay true to the word, they started to stay true to the word, they started to pressure Pat to dial back the pressure Pat to dial back the pressure Pat to dial back the investments.

investments. investments. After Q3 earning losses hit high, Intel After Q3 earning losses hit high, Intel After Q3 earning losses hit high, Intel board met in September. Additional board met in September. Additional board met in September. Additional decisions to prune 10 billion were decisions to prune 10 billion were decisions to prune 10 billion were taken. 15% layoffs ensued, but they taken. 15% layoffs ensued, but they taken. 15% layoffs ensued, but they agreed to stay with the strategy. agreed to stay with the strategy. agreed to stay with the strategy. Revenue pressure because sales head was Revenue pressure because sales head was Revenue pressure because sales head was unable to win data center share back. unable to win data center share back. unable to win data center share back. And also, anybody who was like Leonard, And also, anybody who was like Leonard, And also, anybody who was like Leonard, anybody who was at AWS reinvent this anybody who was at AWS reinvent this anybody who was at AWS reinvent this week, week, week, it's not like other players aren't it's not like other players aren't it's not like other players aren't sitting around creating their own chips sitting around creating their own chips sitting around creating their own chips now. now. now. You know, and that's for sure. Yeah, and You know, and that's for sure. Yeah, and You know, and that's for sure. Yeah, and so so so That was a given. That was a given. That was a given. That was a given. That was a given. That was a given. Intel's feeling it from every direction. Intel's feeling it from every direction. Intel's feeling it from every direction. I mean, you know, not only is AWS and I mean, you know, not only is AWS and I mean, you know, not only is AWS and others building chips compete with others building chips compete with others building chips compete with Nvidia, but they're got chips Nvidia, but they're got chips Nvidia, but they're got chips They're just competing with X86. They're just competing with X86. They're just competing with X86. Mhm. Mhm. Mhm. Um while Intel's 18A is going to go to Um while Intel's 18A is going to go to Um while Intel's 18A is going to go to manufacturing this quarter, a year ahead manufacturing this quarter, a year ahead manufacturing this quarter, a year ahead of schedule, of schedule, of schedule, which is an which is an which is an engineering miracle, the board is likely engineering miracle, the board is likely engineering miracle, the board is likely caving the pressure on the stock price caving the pressure on the stock price caving the pressure on the stock price and came to head last week. and came to head last week. and came to head last week. Uh they show Pat's the last official Uh they show Pat's the last official Uh they show Pat's the last official picture with a Xeon win with a Elon with picture with a Xeon win with a Elon with picture with a Xeon win with a Elon with the X the X the X XAI cluster. You know, there's Pat XAI cluster. You know, there's Pat XAI cluster. You know, there's Pat standing in front of bunch servers. We standing in front of bunch servers. We standing in front of bunch servers. We always love that.

always love that. always love that. Intel board wants Pat to change Intel board wants Pat to change Intel board wants Pat to change direction. Pat likely refuses cuz he direction. Pat likely refuses cuz he direction. Pat likely refuses cuz he knows what they're asking means that knows what they're asking means that knows what they're asking means that Intel will die a slow death. Intel will die a slow death. Intel will die a slow death. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Therefore, it was like, do you want to Therefore, it was like, do you want to Therefore, it was like, do you want to be canned or are you going to resign? be canned or are you going to resign? be canned or are you going to resign? And so, Pat, you know, bows out. It was And so, Pat, you know, bows out. It was And so, Pat, you know, bows out. It was It was a bizarre stuff, you know. It was a bizarre stuff, you know. It was a bizarre stuff, you know. Yeah. Yeah. Yeah. Obviously, we've seen a lot of feedback Obviously, we've seen a lot of feedback Obviously, we've seen a lot of feedback from our other analyst friends, you from our other analyst friends, you from our other analyst friends, you know, like, you know, Pat Moorhead, you know, like, you know, Pat Moorhead, you know, like, you know, Pat Moorhead, you know, Newman, those guys wrote a lot know, Newman, those guys wrote a lot know, Newman, those guys wrote a lot about what they were thinking, what was about what they were thinking, what was about what they were thinking, what was going on. Cuz a lot of people thought, going on. Cuz a lot of people thought, going on. Cuz a lot of people thought, hey, Pat had some great ideas, great hey, Pat had some great ideas, great hey, Pat had some great ideas, great engineering, great way to turn around engineering, great way to turn around engineering, great way to turn around the company. the company. the company. Cuz but yeah, maybe as Bill says, time Cuz but yeah, maybe as Bill says, time Cuz but yeah, maybe as Bill says, time waits for no one, you know, even though waits for no one, you know, even though waits for no one, you know, even though Steve Jobs always used to say, the Steve Jobs always used to say, the Steve Jobs always used to say, the future is long. future is long. future is long. And And And I don't know. I don't know. I don't know. Yeah. Well, Yeah. Well, Yeah. Well, um first off, it's not IFS 2.0, it's IDM um first off, it's not IFS 2.0, it's IDM um first off, it's not IFS 2.0, it's IDM 2.0. 2.0. 2.0. Um the other problem other problem no Um the other problem other problem no Um the other problem other problem no one talks about is um one talks about is um one talks about is um they they're so fixated on CPU they they're so fixated on CPU they they're so fixated on CPU without this willingness to recognize without this willingness to recognize without this willingness to recognize it's not just CPU.

it's not just CPU. it's not just CPU. It's really an XPU. There's a lot of It's really an XPU. There's a lot of It's really an XPU. There's a lot of other IP that's sitting in a Xeon other IP that's sitting in a Xeon other IP that's sitting in a Xeon processor. And so processor. And so processor. And so um and actually they quoted me um and actually they quoted me um and actually they quoted me 5 years ago when I said, "Look, Bob Swan 5 years ago when I said, "Look, Bob Swan 5 years ago when I said, "Look, Bob Swan talking XPU is the right thing to do." talking XPU is the right thing to do." talking XPU is the right thing to do." Cuz they they had Altera, they had they Cuz they they had Altera, they had they Cuz they they had Altera, they had they acquired Habana, a bunch of acquired Habana, a bunch of acquired Habana, a bunch of um um um you know, AI assets. you know, AI assets. you know, AI assets. Right? And Right? And Right? And they never leaned into any of that stuff they never leaned into any of that stuff they never leaned into any of that stuff fully in an integrated way because they fully in an integrated way because they fully in an integrated way because they were still really fixated on CPU were still really fixated on CPU were still really fixated on CPU and not correctly and not correctly and not correctly um recognizing um recognizing um recognizing that that there's CPU and then there's that that there's CPU and then there's that that there's CPU and then there's CPU cores, right? CPU cores, right? CPU cores, right? And now when you look at a Xeon, there's And now when you look at a Xeon, there's And now when you look at a Xeon, there's all kinds of accelerators that you can all kinds of accelerators that you can all kinds of accelerators that you can basically configure into it. And so now basically configure into it. And so now basically configure into it. And so now this thing is becoming highly this thing is becoming highly this thing is becoming highly heterogeneous, but the street doesn't heterogeneous, but the street doesn't heterogeneous, but the street doesn't know that.

know that. know that. Right? And then you have these Right? And then you have these Right? And then you have these convoluted disconnected conversations convoluted disconnected conversations convoluted disconnected conversations and comparisons between GPU XPU or I and comparisons between GPU XPU or I and comparisons between GPU XPU or I mean uh CPU. When in fact like when you mean uh CPU. When in fact like when you mean uh CPU. When in fact like when you listen to what Here's the other listen to what Here's the other listen to what Here's the other totally BS concept that Nvidia puts out totally BS concept that Nvidia puts out totally BS concept that Nvidia puts out there is this idea of GPU as a service. there is this idea of GPU as a service. there is this idea of GPU as a service. There's no there's no freaking thing There's no there's no freaking thing There's no there's no freaking thing as GPU as a service. as GPU as a service. as GPU as a service. He the way he talks about GPU is a He the way he talks about GPU is a He the way he talks about GPU is a logical GPU. So if you look at one of logical GPU. So if you look at one of logical GPU. So if you look at one of these GB200 NVL72s these GB200 NVL72s these GB200 NVL72s that has this like networking spine that has this like networking spine that has this like networking spine and you know, all the you know, like 72 and you know, all the you know, like 72 and you know, all the you know, like 72 GPUs stitched together. He calls that a GPUs stitched together. He calls that a GPUs stitched together. He calls that a GPU, but guess what? You have uh 36 GPU, but guess what? You have uh 36 GPU, but guess what? You have uh 36 um you have 36 CPUs um you have 36 CPUs um you have 36 CPUs as head nodes sitting in each one of as head nodes sitting in each one of as head nodes sitting in each one of those those those those uh servers, right? those uh servers, right? those uh servers, right? And you know what? It It's just uh And you know what? It It's just uh And you know what? It It's just uh You're absolutely right, Peter. You have You're absolutely right, Peter. You have You're absolutely right, Peter. You have to manage expectations. You also have to to manage expectations. You also have to to manage expectations. You also have to manage a crap load of ignorance out manage a crap load of ignorance out manage a crap load of ignorance out there where you have a lot of there where you have a lot of there where you have a lot of journalists in particular going around journalists in particular going around journalists in particular going around misrepresenting what's happening on the misrepresenting what's happening on the misrepresenting what's happening on the technical end of things, and they they technical end of things, and they they technical end of things, and they they lose sight of the history lose sight of the history lose sight of the history and how things have progressed and and and how things have progressed and and and how things have progressed and and because they never tuned into the because they never tuned into the because they never tuned into the history. And that's the tricky thing as history. And that's the tricky thing as history. And that's the tricky thing as an analyst as you know, I you know, I

an analyst as you know, I you know, I an analyst as you know, I you know, I hang out with Pat, Dan, and tons of hang out with Pat, Dan, and tons of hang out with Pat, Dan, and tons of other guys from other guys from other guys from Gartner, IDC, right? Gartner, IDC, right? Gartner, IDC, right? Um that's what that's the challenge Um that's what that's the challenge Um that's what that's the challenge everybody has in the analyst community everybody has in the analyst community everybody has in the analyst community is how do we clarify things? But is how do we clarify things? But is how do we clarify things? But nowadays, journalists just like freaking nowadays, journalists just like freaking nowadays, journalists just like freaking write whatever the freaking hell they write whatever the freaking hell they write whatever the freaking hell they want to write. And want to write. And want to write. And 80% of the time, if not 100% of the 80% of the time, if not 100% of the 80% of the time, if not 100% of the time, they have stuff that's time, they have stuff that's time, they have stuff that's catastrophically wrong catastrophically wrong catastrophically wrong in their articles. But that shapes the in their articles. But that shapes the in their articles. But that shapes the prevailing perspec- perception and prevailing perspec- perception and prevailing perspec- perception and perspective in the market and the perspective in the market and the perspective in the market and the general public and a lot of times in the general public and a lot of times in the general public and a lot of times in the industry. industry. industry. You know? You know? You know? It's scary. It's scary. It's scary. May I May I throw a grenade? May I May I throw a grenade? May I May I throw a grenade? Huh? Huh? Huh? May I throw a grenade in the May I throw a grenade in the May I throw a grenade in the conversation? conversation? conversation? Oh, yes, please. Oh, yes, please. Oh, yes, please. Can we Can we Can we Blow things up. Blow things up. Blow things up. China and Taiwan and where the chips are China and Taiwan and where the chips are China and Taiwan and where the chips are made and where they are coming from and made and where they are coming from and made and where they are coming from and how we can be competitive. I mean, I how we can be competitive. I mean, I how we can be competitive. I mean, I think think think You say whatever you want, Debbie.

You say whatever you want, Debbie. You say whatever you want, Debbie. You know, You know, You know, so I I know someone who's in auto so I I know someone who's in auto so I I know someone who's in auto manufacturing, okay, in a big company, a manufacturing, okay, in a big company, a manufacturing, okay, in a big company, a US company. US company. US company. And And And over the last few years, there have been over the last few years, there have been over the last few years, there have been many times where they had to shut down many times where they had to shut down many times where they had to shut down assembly lines cuz they're waiting for assembly lines cuz they're waiting for assembly lines cuz they're waiting for chips from China. China. From, you know, Taiwan, from wherever. From, you know, Taiwan, from wherever. From, you know, Taiwan, from wherever. And I'm like, how can we be a powerhouse And I'm like, how can we be a powerhouse And I'm like, how can we be a powerhouse in manufacturing in manufacturing in manufacturing if we are relying on these other if we are relying on these other if we are relying on these other countries? And I know the CHIPS Act was countries? And I know the CHIPS Act was countries? And I know the CHIPS Act was invented so that we can kind of invented so that we can kind of invented so that we can kind of incentivize more chip manufacturing, but incentivize more chip manufacturing, but incentivize more chip manufacturing, but to me it's almost similar to like the to me it's almost similar to like the to me it's almost similar to like the steel industry steel industry steel industry where where where steel's never going to be like it was 50 steel's never going to be like it was 50 steel's never going to be like it was 50 years ago in the US cuz so much of that years ago in the US cuz so much of that years ago in the US cuz so much of that is out of the country. That's just never is out of the country. That's just never is out of the country. That's just never going to happen again. And so, I feel going to happen again. And so, I feel going to happen again. And so, I feel like we're there again with chips here. like we're there again with chips here. like we're there again with chips here. Yeah, yeah, we may have some Yeah, yeah, we may have some Yeah, yeah, we may have some manufacturing. There may be, you know, manufacturing. There may be, you know, manufacturing. There may be, you know, obviously some of those some of those obviously some of those some of those obviously some of those some of those uh manufacturers of chips, they're uh manufacturers of chips, they're uh manufacturers of chips, they're trying to create uh places in the US so trying to create uh places in the US so trying to create uh places in the US so they can take advantage of some of this they can take advantage of some of this they can take advantage of some of this money that's coming in. Actually, Intel money that's coming in. Actually, Intel money that's coming in. Actually, Intel just got a big government contract, so just got a big government contract, so just got a big government contract, so that may may help them. You know, it may that may may help them. You know, it may that may may help them. You know, it may not make the street happy, but, you not make the street happy, but, you not make the street happy, but, you know, it may keep the lights on.

know, it may keep the lights on. know, it may keep the lights on. Thanks to that. Thanks to that. Thanks to that. Right, right, exactly. But, I'm saying, Right, right, exactly. But, I'm saying, Right, right, exactly. But, I'm saying, you know, is anyone Is Is anyone you know, is anyone Is Is anyone you know, is anyone Is Is anyone thinking or talking about this whole thinking or talking about this whole thinking or talking about this whole thing? You know, I think Intel just thing? You know, I think Intel just thing? You know, I think Intel just announced they're they're going to have announced they're they're going to have announced they're they're going to have a a a a new plant in Taiwan, right? Right? a new plant in Taiwan, right? Right? a new plant in Taiwan, right? Right? Yeah. Yeah. Yeah. So, it's hard to talk about So, it's hard to talk about So, it's hard to talk about the US being a leader in this area, even the US being a leader in this area, even the US being a leader in this area, even though we're talking about some US though we're talking about some US though we're talking about some US companies where a lot of a lot of what companies where a lot of a lot of what companies where a lot of a lot of what we're dealing with is, we're dealing with is, we're dealing with is, you know, manufacturing that does not you know, manufacturing that does not you know, manufacturing that does not happen and will not happen in the US. happen and will not happen in the US. happen and will not happen in the US. No, I think Debbie's straight on like we No, I think Debbie's straight on like we No, I think Debbie's straight on like we were talking earlier, too, was like were talking earlier, too, was like were talking earlier, too, was like this notion that, you know, there always this notion that, you know, there always this notion that, you know, there always has to be has to be has to be you know, it's it's not an either or. you know, it's it's not an either or. you know, it's it's not an either or. It's not TSMC or Intel or like, you It's not TSMC or Intel or like, you It's not TSMC or Intel or like, you know, one has to beat the other. Like know, one has to beat the other. Like know, one has to beat the other. Like like Taiwan always has to have like Taiwan always has to have like Taiwan always has to have state-of-the-art semiconductor state-of-the-art semiconductor state-of-the-art semiconductor facilities in it in order to protect facilities in it in order to protect facilities in it in order to protect itself from an invasion from China, itself from an invasion from China, itself from an invasion from China, frankly. I mean, so frankly. I mean, so frankly. I mean, so the idea that Intel's going to somehow the idea that Intel's going to somehow the idea that Intel's going to somehow beat TSMC and become the leader or beat TSMC and become the leader or beat TSMC and become the leader or whatever, I think that's like a non- whatever, I think that's like a non- whatever, I think that's like a non- it's like a bad strategy. Like there's it's like a bad strategy. Like there's it's like a bad strategy. Like there's plenty of semiconductor fab capabilities plenty of semiconductor fab capabilities plenty of semiconductor fab capabilities that, you know, outside of TSMC and they that, you know, outside of TSMC and they that, you know, outside of TSMC and they could they could have been more of a could they could have been more of a could they could have been more of a strategic partnership there.

strategic partnership there. strategic partnership there. I think where where maybe TSMC always I think where where maybe TSMC always I think where where maybe TSMC always retains like a certain cachet of retains like a certain cachet of retains like a certain cachet of leadership and Intel can also, you know, leadership and Intel can also, you know, leadership and Intel can also, you know, supply a vast majority of the market as supply a vast majority of the market as supply a vast majority of the market as well and there could be multiple well and there could be multiple well and there could be multiple winners. winners. winners. But this idea that like you know, that But this idea that like you know, that But this idea that like you know, that that somehow everything's going to move that somehow everything's going to move that somehow everything's going to move to Arizona and Taiwan's no longer going to Arizona and Taiwan's no longer going to Arizona and Taiwan's no longer going to make chips, that's a that's like to to make chips, that's a that's like to to make chips, that's a that's like to Leonard's point, that's a kind of Leonard's point, that's a kind of Leonard's point, that's a kind of ridiculous fantasy that some uneducated ridiculous fantasy that some uneducated ridiculous fantasy that some uneducated journalists have been journalists have been journalists have been No, and and you know, think about it. No, and and you know, think about it. No, and and you know, think about it. It's not, you know, this whole thing It's not, you know, this whole thing It's not, you know, this whole thing about China invading Taiwan, I think about China invading Taiwan, I think about China invading Taiwan, I think it's it's like this it's it's like this it's it's like this this western this western this western imposed anxiety on South Korea that imposed anxiety on South Korea that imposed anxiety on South Korea that North Korea is going to somehow invade North Korea is going to somehow invade North Korea is going to somehow invade South Korea. If you go and talk to a South Korea. If you go and talk to a South Korea. If you go and talk to a South Korean, they just go South Korean, they just go South Korean, they just go okay? You know, whenever you hear like a okay? You know, whenever you hear like a okay? You know, whenever you hear like a big crisis, maybe you know, like uh big crisis, maybe you know, like uh big crisis, maybe you know, like uh uh little Kim he uh launches uh little Kim he uh launches uh little Kim he uh launches a a missile or does a a nuclear test, a a missile or does a a nuclear test, a a missile or does a a nuclear test, you know, everyone freaks out. It's you know, everyone freaks out. It's you know, everyone freaks out. It's like, oh, South Korea is going to get like, oh, South Korea is going to get like, oh, South Korea is going to get invaded and you know, they're going to invaded and you know, they're going to invaded and you know, they're going to take over. They wouldn't want to do take over. They wouldn't want to do take over. They wouldn't want to do that. You know, and I think um that. You know, and I think um that. You know, and I think um you know, I think the the whole China you know, I think the the whole China you know, I think the the whole China thing invading Taiwan is overblown. What thing invading Taiwan is overblown. What thing invading Taiwan is overblown. What what's important for Taiwan is economic what's important for Taiwan is economic what's important for Taiwan is economic leadership and I don't know if people leadership and I don't know if people leadership and I don't know if people noticed but ever since this generative noticed but ever since this generative noticed but ever since this generative AI stuff is just exploded, Taiwan's AI stuff is just exploded, Taiwan's AI stuff is just exploded, Taiwan's doing pretty damn well. And a lot of it doing pretty damn well. And a lot of it doing pretty damn well. And a lot of it is thanks to TSMC, right? So, all that, is thanks to TSMC, right? So, all that, is thanks to TSMC, right? So, all that, you know, that

you know, that you know, that gravity that they create is gravity that they create is gravity that they create is Supermicro, right? You have Supermicro. Supermicro, right? You have Supermicro. Supermicro, right? You have Supermicro. You have a You have a You have a whole constellation of companies whole constellation of companies whole constellation of companies that are sprouting around this that are sprouting around this that are sprouting around this opportunity, whether it's a you know, opportunity, whether it's a you know, opportunity, whether it's a you know, like a GPU as a service provider, you like a GPU as a service provider, you like a GPU as a service provider, you know, emerging one that's buying a crap know, emerging one that's buying a crap know, emerging one that's buying a crap ton of you know, ton of you know, ton of you know, you know, Nvidia's servers and you know, Nvidia's servers and you know, Nvidia's servers and supercomputing stuff. Or you know, the supercomputing stuff. Or you know, the supercomputing stuff. Or you know, the liquid cooling stuff. A lot of that liquid cooling stuff. A lot of that liquid cooling stuff. A lot of that leadership is coming out of Taiwan. leadership is coming out of Taiwan. leadership is coming out of Taiwan. So, you know, you know what I'm saying? So, you know, you know what I'm saying? So, you know, you know what I'm saying? This is the other ignorance and that is This is the other ignorance and that is This is the other ignorance and that is leading to misconceptions of the leading to misconceptions of the leading to misconceptions of the situation. And they're never going to situation. And they're never going to situation. And they're never going to bring leading edge to to the United bring leading edge to to the United bring leading edge to to the United States States States because that's their differentiation because that's their differentiation because that's their differentiation economically. And so, I sometimes I economically. And so, I sometimes I economically. And so, I sometimes I think this whole whatever, you know, think this whole whatever, you know, think this whole whatever, you know, Silicon Shield thing Silicon Shield thing Silicon Shield thing people are not they're not perceiving it people are not they're not perceiving it people are not they're not perceiving it correctly. They don't understand the correctly. They don't understand the correctly. They don't understand the details underneath, you know? So, they details underneath, you know? So, they details underneath, you know? So, they go in the wrong direction with these go in the wrong direction with these go in the wrong direction with these things. And then some people in the things. And then some people in the things. And then some people in the semiconductor industry don't know the semiconductor industry don't know the semiconductor industry don't know the geopolitics. They don't know Asia and geopolitics. They don't know Asia and geopolitics. They don't know Asia and they talk like they freaking know Asia.

they talk like they freaking know Asia. they talk like they freaking know Asia. They don't know Asia. I agree. Yeah, they do. In Africa, apparently. Yeah, they do. In Africa, apparently. Yeah, that's where they're going. Yeah, that's where they're going. Yeah, that's where they're going. Totally. Yeah, yeah. Totally. Yeah, yeah. Totally. Yeah, yeah. Yacht rock. We've got the yacht rock Yacht rock. We've got the yacht rock Yacht rock. We've got the yacht rock connection. connection. connection. Um Um Um Put it back. Yeah, well, I hope you know, I think for Yeah, well, I hope you know, I think for for companies building and you know, bet for companies building and you know, bet for companies building and you know, bet had bet on Intel, I guess that's the had bet on Intel, I guess that's the had bet on Intel, I guess that's the question is how do they move forward and question is how do they move forward and question is how do they move forward and what's their alternatives, you know, I what's their alternatives, you know, I what's their alternatives, you know, I mean, AMD is not in same space as Intel mean, AMD is not in same space as Intel mean, AMD is not in same space as Intel was in the edge and IoT space. was in the edge and IoT space. was in the edge and IoT space. And so, if you're all bit bought into And so, if you're all bit bought into And so, if you're all bit bought into the x86 instruction set on your devices the x86 instruction set on your devices the x86 instruction set on your devices and stuff, how do you and stuff, how do you and stuff, how do you what do you do there? What's your what do you do there? What's your what do you do there? What's your transition? I don't know. transition? I don't know. transition? I don't know. Well, Well, Well, you were saying, you know, none of these you were saying, you know, none of these you were saying, you know, none of these companies are apples to apple companies are apples to apple companies are apples to apple comparisons, right? I mean, Intel is not comparisons, right? I mean, Intel is not comparisons, right? I mean, Intel is not I mean, as a business I mean, as a business I mean, as a business uh and all of its pieces and parts is uh and all of its pieces and parts is uh and all of its pieces and parts is different from AMD, which is fabulous, different from AMD, which is fabulous, different from AMD, which is fabulous, is different from Nvidia, which is no is different from Nvidia, which is no is different from Nvidia, which is no longer a freaking chip company.

longer a freaking chip company. longer a freaking chip company. Right. Right. Right. These guys build These guys build These guys build freaking supercomputers, freaking supercomputers, freaking supercomputers, okay? And data centers. So, how do you okay? And data centers. So, how do you okay? And data centers. So, how do you compare that to Intel, which has compare that to Intel, which has compare that to Intel, which has foundry? foundry? foundry? And they make chips. And they make chips. And they make chips. Right. And my thing is, Right. And my thing is, Right. And my thing is, chips going forward are going to be in chips going forward are going to be in chips going forward are going to be in anything on and everything. So, maybe anything on and everything. So, maybe anything on and everything. So, maybe your game play is to try to be the chip your game play is to try to be the chip your game play is to try to be the chip person or chip company for that whatever person or chip company for that whatever person or chip company for that whatever everything else is left over. everything else is left over. everything else is left over. Yeah, and you know what? Here's the Yeah, and you know what? Here's the Yeah, and you know what? Here's the thing. I told Pat thing. I told Pat thing. I told Pat Gelsinger, by the way, Gelsinger, by the way, Gelsinger, by the way, about identity. about identity. about identity. And that he you know, these guys have And that he you know, these guys have And that he you know, these guys have you guys have to you guys are not you guys have to you guys are not you guys have to you guys are not you know, you know, you know, what are you going to do to what are you going to do to what are you going to do to um respond to this identity change that um respond to this identity change that um respond to this identity change that Nvidia is Nvidia is Nvidia is um taking on? And you know, um taking on? And you know, um taking on? And you know, this is not a this is not a a secret this is not a this is not a a secret this is not a this is not a a secret because this is in an you know, open because this is in an you know, open because this is in an you know, open analyst discussion.

analyst discussion. analyst discussion. Uh he said, "Well, we don't do that." I Uh he said, "Well, we don't do that." I Uh he said, "Well, we don't do that." I was like, "Okay, fine. Then tell people was like, "Okay, fine. Then tell people was like, "Okay, fine. Then tell people that that's not what you're doing. And that that's not what you're doing. And that that's not what you're doing. And make it clear to the street. Make it make it clear to the street. Make it make it clear to the street. Make it clear to everyone. clear to everyone. clear to everyone. These guys are playing a different These guys are playing a different These guys are playing a different game." And he didn't none of you know, game." And he didn't none of you know, game." And he didn't none of you know, even Lisa Su hasn't done that. But now, even Lisa Su hasn't done that. But now, even Lisa Su hasn't done that. But now, AMD is like creeping uh along that path AMD is like creeping uh along that path AMD is like creeping uh along that path and trying to fast follow or they're and trying to fast follow or they're and trying to fast follow or they're kind of slow following what Nvidia is kind of slow following what Nvidia is kind of slow following what Nvidia is doing, right? doing, right? doing, right? So So So I think it's two things though. If he's I think it's two things though. If he's I think it's two things though. If he's saying that saying that saying that it's like it's one thing to this have it's like it's one thing to this have it's like it's one thing to this have this whole I'm going to respond, right? this whole I'm going to respond, right? this whole I'm going to respond, right? I'm going to respond to the fact that I'm going to respond to the fact that I'm going to respond to the fact that we're going down the tubes, but it's we're going down the tubes, but it's we're going down the tubes, but it's another thing to say, "You know what? I another thing to say, "You know what? I another thing to say, "You know what? I don't care what they're doing. We need don't care what they're doing. We need don't care what they're doing. We need to find our own identity." Like to find our own identity." Like to find our own identity." Like Yeah. Yeah. Yeah. that This is a volumes game. What are that This is a volumes game. What are that This is a volumes game. What are Where are we playing right now? Like in Where are we playing right now? Like in Where are we playing right now? Like in in it's too late. in it's too late. in it's too late. It's too late. It's too late. It's too late. No, you know what? See, No, you know what? See, No, you know what? See, It is not too late. I'm not saying it's It is not too late. I'm not saying it's It is not too late. I'm not saying it's too late to too late to too late to It's too late It's too late It's too late to act like you're going to compete with to act like you're going to compete with to act like you're going to compete with an Nvidia. It's it's not too late to an Nvidia. It's it's not too late to an Nvidia. It's it's not too late to reinvent and actually reposition reinvent and actually reposition reinvent and actually reposition yourself in the marketplace yourself in the marketplace yourself in the marketplace with this volumes game. Where are you with this volumes game. Where are you with this volumes game. Where are you playing? If if if you got the strength playing? If if if you got the strength playing? If if if you got the strength and the edge, right? Well, why don't you and the edge, right? Well, why don't you and the edge, right? Well, why don't you strengthen that, right?

strengthen that, right? strengthen that, right? Oh, right. Oh, right. Oh, right. It it's just it's it but right now just It it's just it's it but right now just It it's just it's it but right now just like you said, Leonard, all the like you said, Leonard, all the like you said, Leonard, all the journalists are talking about this journalists are talking about this journalists are talking about this superficial outer you know, conversation superficial outer you know, conversation superficial outer you know, conversation which is really not really what's which is really not really what's which is really not really what's happening. I mean, happening. I mean, happening. I mean, you talked about that, right? And at the you talked about that, right? And at the you talked about that, right? And at the same time, that's where AI AI is same time, that's where AI AI is same time, that's where AI AI is actually feeding off all this 80% uh you actually feeding off all this 80% uh you actually feeding off all this 80% uh you know, journalist garbage. That's what know, journalist garbage. That's what know, journalist garbage. That's what we're That's what we're actually we're That's what we're actually we're That's what we're actually experiencing with GenAI. experiencing with GenAI. experiencing with GenAI. Yeah. Yeah. Yeah. It's not an apples-to-apples comparison. It's not an apples-to-apples comparison. It's not an apples-to-apples comparison. It's like apples and grapes, basically. It's like apples and grapes, basically. It's like apples and grapes, basically. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. So, it's really easy to Stephanie, you So, it's really easy to Stephanie, you So, it's really easy to Stephanie, you need to queue the Carole King "Too Late" need to queue the Carole King "Too Late" need to queue the Carole King "Too Late" song just to kind of go along there, you song just to kind of go along there, you song just to kind of go along there, you know, keep it in the '70s. know, keep it in the '70s. know, keep it in the '70s. Oh, Leonard can pipe that in on the Oh, Leonard can pipe that in on the Oh, Leonard can pipe that in on the recording. recording. recording. Yeah, I can do that. Uh Yeah, I can do that. Uh Yeah, I can do that. Uh But we have like the smartest tech minds But we have like the smartest tech minds But we have like the smartest tech minds on the planet here and you all get paid on the planet here and you all get paid on the planet here and you all get paid big bucks to be on IoT Coffee Talk every big bucks to be on IoT Coffee Talk every big bucks to be on IoT Coffee Talk every week. week. week. Oh, Oh, Oh, What would What what Does anybody here What would What what Does anybody here What would What what Does anybody here ready to ready to ready to put themselves out there and what would put themselves out there and what would put themselves out there and what would you do if you were made the CEO of Intel you do if you were made the CEO of Intel you do if you were made the CEO of Intel tomorrow? What what would your plan for tomorrow? What what would your plan for tomorrow? What what would your plan for Intel be to turn things around?

Intel be to turn things around? Intel be to turn things around? I would say stop trying to compete with I would say stop trying to compete with I would say stop trying to compete with Nvidia. Stop trying to compete on AI. Nvidia. Stop trying to compete on AI. Nvidia. Stop trying to compete on AI. It's like you lost that, right? It's It's like you lost that, right? It's It's like you lost that, right? It's gone. But there's a lot more stuff that gone. But there's a lot more stuff that gone. But there's a lot more stuff that you can put chips in, right? There are you can put chips in, right? There are you can put chips in, right? There are chips in coffee makers and toasters and chips in coffee makers and toasters and chips in coffee makers and toasters and others. others. others. You are you are actually making a good You are you are actually making a good You are you are actually making a good point because I I you know I told the point because I I you know I told the point because I I you know I told the Intel Intel Intel Thanks, Debbie. Thanks, Debbie. Thanks, Debbie. It's Qualcomm. It's Qualcomm. It's Qualcomm. Qualcomm. Qualcomm. Qualcomm. Yeah. Yeah. Yeah. Snapdragon. Snapdragon. Snapdragon. They just decided to, you know, we're They just decided to, you know, we're They just decided to, you know, we're going to look at some specific areas and going to look at some specific areas and going to look at some specific areas and where we're going to have some strength where we're going to have some strength where we're going to have some strength and they went automotive. You know, they and they went automotive. You know, they and they went automotive. You know, they also It seems like every year or 2 years also It seems like every year or 2 years also It seems like every year or 2 years they're like taking a step back and they're like taking a step back and they're like taking a step back and actually absorbing what's happening and actually absorbing what's happening and actually absorbing what's happening and just making some shifts. They don't go just making some shifts. They don't go just making some shifts. They don't go full pledge and just put this marketing full pledge and just put this marketing full pledge and just put this marketing branding campaign out. They're actually branding campaign out. They're actually branding campaign out. They're actually structuring hardcore teams around their structuring hardcore teams around their structuring hardcore teams around their strategy. strategy. strategy. Uh Uh Uh I would say though but what you say I would say though but what you say I would say though but what you say about like coffee maker that kind of about like coffee maker that kind of about like coffee maker that kind of that class I wouldn't put Qualcomm in that class I wouldn't put Qualcomm in that class I wouldn't put Qualcomm in there. I'd put that in NXP and ST Micro there. I'd put that in NXP and ST Micro there. I'd put that in NXP and ST Micro in there. And in there. And in there. And I think Qualcomm has done great in I think Qualcomm has done great in I think Qualcomm has done great in automotive and is now rebooting in the automotive and is now rebooting in the automotive and is now rebooting in the IoT space.

IoT space. IoT space. Yeah, they they had they just in the Yeah, they they had they just in the Yeah, they they had they just in the middle of their reboot. middle of their reboot. middle of their reboot. rebooting rebooting rebooting I would say the first thing that I would I would say the first thing that I would I would say the first thing that I would do is find me somebody that's 35 years do is find me somebody that's 35 years do is find me somebody that's 35 years old. old. old. Mhm. Mhm. Mhm. Why Bill? Why? Why Why Bill? Why? Why Why Bill? Why? Why Because because you and look and old Because because you and look and old Because because you and look and old minds stick with old ways. Is is minds stick with old ways. Is is minds stick with old ways. Is is it it just tends to happen. I'm not say it it just tends to happen. I'm not say it it just tends to happen. I'm not say I'm not saying I'm not saying I'm not saying I'm not saying categorically that I'm not saying categorically that I'm not saying categorically that everyone is like that. But what I'm everyone is like that. But what I'm everyone is like that. But what I'm saying is that you continue to do the saying is that you continue to do the saying is that you continue to do the same thing time and time again and same thing time and time again and same thing time and time again and expect different results because someone expect different results because someone expect different results because someone has had a track record in in whatever has had a track record in in whatever has had a track record in in whatever you know area it was you know area it was you know area it was 20 years ago does not does not translate 20 years ago does not does not translate 20 years ago does not does not translate into what's happening today and the into what's happening today and the into what's happening today and the dynamics that are happening. If you dynamics that are happening. If you dynamics that are happening. If you don't have a point of view about where don't have a point of view about where don't have a point of view about where your business is going, then you're your business is going, then you're your business is going, then you're going to go everywhere and try to do going to go everywhere and try to do going to go everywhere and try to do everything. everything. everything. But just like this panel right here of, But just like this panel right here of, But just like this panel right here of, you know, very mature audience here, a you know, very mature audience here, a you know, very mature audience here, a mature staff. mature staff. mature staff. Seasoned. Seasoned. Seasoned. We get it. Like we're we we've got that We get it. Like we're we we've got that We get it. Like we're we we've got that youthful mindset. We can dig into what's youthful mindset. We can dig into what's youthful mindset. We can dig into what's coming.

coming. coming. think that has anything to do with age. think that has anything to do with age. think that has anything to do with age. But I see what you mean though. But I see what you mean though. But I see what you mean though. I think it does have to do with I think it does have to do with I think it does have to do with an an age in your in your head that an an age in your in your head that an an age in your in your head that there it there it there it I think it has to do with mindset. I I think it has to do with mindset. I I think it has to do with mindset. I think it has to do with mindset. I think think it has to do with mindset. I think think it has to do with mindset. I think Yeah, and there's some technologists Yeah, and there's some technologists Yeah, and there's some technologists that are just legacy technologists and that are just legacy technologists and that are just legacy technologists and leaders and executives and they're just leaders and executives and they're just leaders and executives and they're just not going to adapt to the modern not going to adapt to the modern not going to adapt to the modern ways of things that are happening out ways of things that are happening out ways of things that are happening out there. They just they're just not going there. They just they're just not going there. They just they're just not going to adapt. So if you see someone that's to adapt. So if you see someone that's to adapt. So if you see someone that's in leadership in that position, it's the in leadership in that position, it's the in leadership in that position, it's the board's job to actually identify that. board's job to actually identify that. board's job to actually identify that. If they're a public who are the boards? If they're a public who are the boards? If they're a public who are the boards? The public company if it's a public The public company if it's a public The public company if it's a public they they look they look a lot like they they look they look a lot like they they look they look a lot like But they're a lot like silver But they're a lot like silver But they're a lot like silver And it and silver hair. And it and silver hair. And it and silver hair. They they look a lot like that same guy They they look a lot like that same guy They they look a lot like that same guy that's in there. I mean look, it's not that's in there. I mean look, it's not that's in there. I mean look, it's not an ageism thing, but but it but it is. I an ageism thing, but but it but it is. I an ageism thing, but but it but it is. I mean it's mean it's mean it's Bill was saying we need Bill was saying we need Bill was saying we need No, it is an ageism thing. No, it is an ageism thing. No, it is an ageism thing. We need to refresh those boards. We need to refresh those boards. We need to refresh those boards. I appreciate your self-awareness. I appreciate your self-awareness. I appreciate your self-awareness. I'm using a mindset. No, you you need a I'm using a mindset. No, you you need a I'm using a mindset. No, you you need a you need to change mindset, growth you need to change mindset, growth you need to change mindset, growth mindset. They sometimes they say that. mindset. They sometimes they say that. mindset. They sometimes they say that. You need a leader that's willing to make You need a leader that's willing to make You need a leader that's willing to make hard decisions to to break from the hard decisions to to break from the hard decisions to to break from the past.

past. past. But here, But here, But here, consider this, the impact and of bad consider this, the impact and of bad consider this, the impact and of bad politics. politics. politics. You can be 35 years old, you walk into a You can be 35 years old, you walk into a You can be 35 years old, you walk into a room of really really smart people who room of really really smart people who room of really really smart people who have maybe conflicts of interest, and have maybe conflicts of interest, and have maybe conflicts of interest, and then you start getting into the bad then you start getting into the bad then you start getting into the bad politics. politics. politics. The outcome the sustained outcome of The outcome the sustained outcome of The outcome the sustained outcome of that kind of dynamic is exponential that kind of dynamic is exponential that kind of dynamic is exponential stupidity. Like you can have the stupidity. Like you can have the stupidity. Like you can have the smartest people in the room. smartest people in the room. smartest people in the room. The outcome can be the dumbest that The outcome can be the dumbest that The outcome can be the dumbest that you ever saw in history, right? And it you ever saw in history, right? And it you ever saw in history, right? And it doesn't matter whether you're young or doesn't matter whether you're young or doesn't matter whether you're young or old because you know what? I will tell old because you know what? I will tell old because you know what? I will tell you, I am childish. I try to be you, I am childish. I try to be you, I am childish. I try to be childish. I'm childish. childish. I'm childish. childish. I'm childish. at the glasses. at the glasses. at the glasses. Yeah. And and Yeah. And and Yeah. And and Who started a jazz fusion band? Who started a jazz fusion band? Who started a jazz fusion band? You call me the adult. Come on. You call me the adult. Come on. You call me the adult. Come on. Rob. Rob. Rob. Oh my god. You know what though? We've Oh my god. You know what though? We've Oh my god. You know what though? We've talked about this before. Let's tie it talked about this before. Let's tie it talked about this before. Let's tie it back to music. I've said this and this back to music. I've said this and this back to music. I've said this and this ties in with what Bill Bill is saying.

ties in with what Bill Bill is saying. ties in with what Bill Bill is saying. Rick Beato came out and said, Rick Beato came out and said, Rick Beato came out and said, "Sorry to say this. You're going to hate "Sorry to say this. You're going to hate "Sorry to say this. You're going to hate me, but me, but me, but Yes. Yes. Yes. all these bands, their time, their all these bands, their time, their all these bands, their time, their ability to write good songs is when ability to write good songs is when ability to write good songs is when they're in their 20s. As soon as they they're in their 20s. As soon as they they're in their 20s. As soon as they start creeping into the 30s, things start creeping into the 30s, things start creeping into the 30s, things trail off dramatically. trail off dramatically. trail off dramatically. Red Hot Chili Peppers. Red Hot Chili Peppers. Red Hot Chili Peppers. Yeah. How about all every band? Every Yeah. How about all every band? Every Yeah. How about all every band? Every band is hot when they're young. Maybe band is hot when they're young. Maybe band is hot when they're young. Maybe there's something wrong going on with there's something wrong going on with there's something wrong going on with your brain when you're in your 20s. You your brain when you're in your 20s. You your brain when you're in your 20s. You risk insanity and whatever. risk insanity and whatever. risk insanity and whatever. But the reality is, Rob, most kids today But the reality is, Rob, most kids today But the reality is, Rob, most kids today they're like, "Band? What's a band?" they're like, "Band? What's a band?" they're like, "Band? What's a band?" Uh but they Uh but they Uh but they I'm just I'm just saying lots of older I'm just I'm just saying lots of older I'm just I'm just saying lots of older bands that you love, they don't ever bands that you love, they don't ever bands that you love, they don't ever created hits in decades. They're still created hits in decades. They're still created hits in decades. They're still touring on their old stuff, but you see touring on their old stuff, but you see touring on their old stuff, but you see this across the board. And so I think this across the board. And so I think this across the board. And so I think maybe Bill's onto something. Maybe he's maybe Bill's onto something. Maybe he's maybe Bill's onto something. Maybe he's right about his blatant ageism. And you right about his blatant ageism. And you right about his blatant ageism. And you know, know, know, I Look, I mean look, I've never been shy I Look, I mean look, I've never been shy I Look, I mean look, I've never been shy about calling it the way I see it. And about calling it the way I see it. And about calling it the way I see it. And and I mean I go I I'm around a lot of and I mean I go I I'm around a lot of and I mean I go I I'm around a lot of different companies. Again, present different companies. Again, present different companies. Again, present company excluded. I'm just saying company excluded. I'm just saying company excluded. I'm just saying With all due respect, With all due respect, With all due respect, I'm just saying look, I'm just saying look, I'm just saying look, I'm right I'm right in there, man. I I'm right I'm right in there, man. I I'm right I'm right in there, man. I mean look, I've been I've been 35 for 15 mean look, I've been I've been 35 for 15 mean look, I've been I've been 35 for 15 years.

years. years. There you go. There you go. There you go. Okay, so it it Okay, so it it Okay, so it it It it it is it is what it is. I mean I It it it is it is what it is. I mean I It it it is it is what it is. I mean I can't I can't help seeing what I see. can't I can't help seeing what I see. can't I can't help seeing what I see. I'm looking at it and I'm like there's I'm looking at it and I'm like there's I'm looking at it and I'm like there's no flipping way that I would that I no flipping way that I would that I no flipping way that I would that I would as Intel be looking at it and would as Intel be looking at it and would as Intel be looking at it and saying I'm going to compete with Nvidia. saying I'm going to compete with Nvidia. saying I'm going to compete with Nvidia. You're not even in the same class. You're not even in the same class. You're not even in the same class. No. No. No. You're not even You're not even doing You're not even You're not even doing You're not even You're not even doing the same things. the same things. the same things. No, exactly. Exactly. Exactly. No, exactly. Exactly. Exactly. No, exactly. Exactly. Exactly. Right. Right. Right. I think about it a little bit about like I think about it a little bit about like I think about it a little bit about like the Steve Jobs story, how he left Apple the Steve Jobs story, how he left Apple the Steve Jobs story, how he left Apple and then the guy who was and then the guy who was and then the guy who was uh CEO of Pepsi came over to Apple and uh CEO of Pepsi came over to Apple and uh CEO of Pepsi came over to Apple and then Steve Jobs came back and so then Steve Jobs came back and so then Steve Jobs came back and so I just feel like I just feel like I just feel like there needs to be a different mindset there needs to be a different mindset there needs to be a different mindset that probably isn't taught now. It's that probably isn't taught now. It's that probably isn't taught now. It's very hard to be able to have people in very hard to be able to have people in very hard to be able to have people in these positions if they are trying to do these positions if they are trying to do these positions if they are trying to do things the old ways, right? So, the old things the old ways, right? So, the old things the old ways, right? So, the old way way way the old way of doing things will not the old way of doing things will not the old way of doing things will not bear out in the future.

bear out in the future. bear out in the future. Yeah. Yeah. Yeah. The old way is the no way. The old way is the no way. The old way is the no way. Have you seen the backgrounds? Like at Have you seen the backgrounds? Like at Have you seen the backgrounds? Like at But when you look at the individual But when you look at the individual But when you look at the individual board members at Intel, have you seen board members at Intel, have you seen board members at Intel, have you seen their backgrounds, where they came from? their backgrounds, where they came from? their backgrounds, where they came from? No. No. No. It's Bizarro land. It's Bizarro land. It's Bizarro land. It's like like oh, yeah, I assume all It's like like oh, yeah, I assume all It's like like oh, yeah, I assume all the people on the board have deep the people on the board have deep the people on the board have deep semiconductor backgrounds. semiconductor backgrounds. semiconductor backgrounds. You know, just random backgrounds and You know, just random backgrounds and You know, just random backgrounds and where which is why you're seeing a lot where which is why you're seeing a lot where which is why you're seeing a lot of pushback a little bit. I'm not of pushback a little bit. I'm not of pushback a little bit. I'm not saying, you know, that saying, you know, that saying, you know, that that Pat's the greatest guy ever, but that Pat's the greatest guy ever, but that Pat's the greatest guy ever, but they're like when they look at the they're like when they look at the they're like when they look at the board's backgrounds, these folks don't board's backgrounds, these folks don't board's backgrounds, these folks don't have any background or history in have any background or history in have any background or history in semiconductors. They don't even know semiconductors. They don't even know semiconductors. They don't even know what they're talking about. what they're talking about. what they're talking about. Well, you know Well, you know Well, you know They're feeling They're feeling They're They're feeling They're feeling They're They're feeling They're feeling They're feeling the pressure from the street, feeling the pressure from the street, feeling the pressure from the street, but as far as what's the right plan, but as far as what's the right plan, but as far as what's the right plan, they're not qualified to make that they're not qualified to make that they're not qualified to make that decision. decision. decision. Well, I mean, again, you know, I think Well, I mean, again, you know, I think Well, I mean, again, you know, I think you can't you can't you can't you can't underestimate the catastrophic you can't underestimate the catastrophic you can't underestimate the catastrophic impact of politics. I mean, if you sit impact of politics. I mean, if you sit impact of politics. I mean, if you sit on any board uh on any board uh on any board uh there's always going to be politics. And there's always going to be politics. And there's always going to be politics. And um it's obvious that there's some really um it's obvious that there's some really um it's obvious that there's some really toxic stuff that's been happening toxic stuff that's been happening toxic stuff that's been happening in Intel for quite some time.

in Intel for quite some time. in Intel for quite some time. And the other thing I want to point out And the other thing I want to point out And the other thing I want to point out Debbie, yeah, chip sack probably the Debbie, yeah, chip sack probably the Debbie, yeah, chip sack probably the worst thing that happened to Intel is worst thing that happened to Intel is worst thing that happened to Intel is having them commit to being more than having them commit to being more than having them commit to being more than they should be with the IDM 2.0. My they should be with the IDM 2.0. My they should be with the IDM 2.0. My recommendation is just do a 1.5. recommendation is just do a 1.5. recommendation is just do a 1.5. Focus on Intel. Focus on Intel. Focus on Intel. Your biggest business is the products, Your biggest business is the products, Your biggest business is the products, you know, CCG which MJ you know, CCG which MJ you know, CCG which MJ ran and continues to run, but now, you ran and continues to run, but now, you ran and continues to run, but now, you know, she's a co-CEO. know, she's a co-CEO. know, she's a co-CEO. She's a hard ass. She had to make a hard She's a hard ass. She had to make a hard She's a hard ass. She had to make a hard decision. Instead of going with decision. Instead of going with decision. Instead of going with Intel Foundry, she went TSMC for Lunar Intel Foundry, she went TSMC for Lunar Intel Foundry, she went TSMC for Lunar Lake as well well as Arrow Lake and Lake as well well as Arrow Lake and Lake as well well as Arrow Lake and beyond and, you know, 18A, you know, beyond and, you know, 18A, you know, beyond and, you know, 18A, you know, Panther Lake. That's That's the big Panther Lake. That's That's the big Panther Lake. That's That's the big inflection point. And these idiots on inflection point. And these idiots on inflection point. And these idiots on the board are creating drama at the the board are creating drama at the the board are creating drama at the worst freaking point in time. Look, you worst freaking point in time. Look, you worst freaking point in time. Look, you know, Q2 already happened.

know, Q2 already happened. know, Q2 already happened. You know, just get the freaking ball. You know, just get the freaking ball. You know, just get the freaking ball. You're You're like on the freaking 5-yd You're You're like on the freaking 5-yd You're You're like on the freaking 5-yd line. You only have 5 yd to go to the line. You only have 5 yd to go to the line. You only have 5 yd to go to the goal. goal. goal. And it's like you're running the the And it's like you're running the the And it's like you're running the the ship back ship back ship back to the other side of the field. It's to the other side of the field. It's to the other side of the field. It's like, "What the hell?" And then, you like, "What the hell?" And then, you like, "What the hell?" And then, you know, the search for the CEO thing is know, the search for the CEO thing is know, the search for the CEO thing is like, "You serious? You want to waste like, "You serious? You want to waste like, "You serious? You want to waste your time with that?" your time with that?" your time with that?" Right. Right. Right. I know. I know. I know. You have MJ there already. You have MJ there already. You have MJ there already. Your game analogy G D's coming back. Your game analogy G D's coming back. Your game analogy G D's coming back. Greg Bryant. Greg Bryant. Greg Bryant. No, no. No, no. No, no. Game analogy, they're in the wrong Game analogy, they're in the wrong Game analogy, they're in the wrong stadium, literally. So, they need to get stadium, literally. So, they need to get stadium, literally. So, they need to get find their stadium and play that field. find their stadium and play that field. find their stadium and play that field. Yeah, just Yeah, just Yeah, just and that that's and that that's and that that's Where is that field? Where is that field? Where is that field? Santa Clara. Santa Clara. Santa Clara. I can't find it. I can't find it. I can't find it. Levi Stadium. Levi Stadium. Levi Stadium. Nowhere near San Francisco. Nowhere near San Francisco. Nowhere near San Francisco. Yeah. Yeah. Yeah. I don't know. I don't know. I I I just I I don't know. I don't know. I I I just I I don't know. I don't know. I I I just I think they I mean the the the thing think they I mean the the the thing think they I mean the the the thing about it is is there's there's a level about it is is there's there's a level about it is is there's there's a level of no innovation happening.

of no innovation happening. of no innovation happening. Um and and a lack of of identifying your Um and and a lack of of identifying your Um and and a lack of of identifying your your true core business and how you need your true core business and how you need your true core business and how you need to change that. to change that. to change that. Yeah. Yeah. Yeah. Yeah. Well Yeah. Well Yeah. Well If it's just right there's that more If it's just right there's that more If it's just right there's that more mundane perception, just people who buy mundane perception, just people who buy mundane perception, just people who buy PCs and laptops every few years. PCs and laptops every few years. PCs and laptops every few years. If I think back to all the laptops I If I think back to all the laptops I If I think back to all the laptops I built bought over the last five six built bought over the last five six built bought over the last five six seven years with progressively newer seven years with progressively newer seven years with progressively newer Intel Core i5 i7 processors, Intel Core i5 i7 processors, Intel Core i5 i7 processors, I can't tell the difference in I can't tell the difference in I can't tell the difference in performance. performance. performance. I don't notice any speed improvement at I don't notice any speed improvement at I don't notice any speed improvement at all. all. all. And so that's a thing. And so that's a thing. And so that's a thing. Yeah. Yeah. Yeah. You know, people expect results. They You know, people expect results. They You know, people expect results. They expect new processors to be a whole lot expect new processors to be a whole lot expect new processors to be a whole lot faster. faster. faster. Yeah. Yeah. Yeah. But it's not faster. But it's not faster. But it's not faster. They're not. They're not. They're not. They're not. They're not. They're not. Well, it's the same issue in the Well, it's the same issue in the Well, it's the same issue in the smartphone market. Things are smartphone market. Things are smartphone market. Things are performance has plateaued a lot and you performance has plateaued a lot and you performance has plateaued a lot and you know, they need to know, they need to know, they need to have operational excellence in their have operational excellence in their have operational excellence in their core business, which they I don't think core business, which they I don't think core business, which they I don't think they have and they need to focus and they have and they need to focus and they have and they need to focus and then maybe spin off the then maybe spin off the then maybe spin off the foundry stuff into a separate P&L that foundry stuff into a separate P&L that foundry stuff into a separate P&L that can get funded by the Chips Act and can get funded by the Chips Act and can get funded by the Chips Act and partner with TSMC or something. But partner with TSMC or something. But partner with TSMC or something. But let's try to be No, Windows is not.

let's try to be No, Windows is not. let's try to be No, Windows is not. No. No. No. No. No. No. No. No. No. I think I think I think Speaking of Speaking of Speaking of Speaking of smartphones, this uh Speaking of smartphones, this uh Speaking of smartphones, this uh latest hack where everyone has access to latest hack where everyone has access to latest hack where everyone has access to all the telcos all the telcos all the telcos networks. So they're reading our texts, networks. So they're reading our texts, networks. So they're reading our texts, our emails. So our emails. So our emails. So careful. careful. careful. Signal. Signal. Signal. Be careful what you say. Be careful what you say. Be careful what you say. Let's put it this way. Let's put it this way. Let's put it this way. If they If they If they spin off If they If they If they spin off If they If they If they spin off um IF, okay, that is going to be the um IF, okay, that is going to be the um IF, okay, that is going to be the ultimate win for you are going to ultimate win for you are going to ultimate win for you are going to completely undermine the chips completely undermine the chips completely undermine the chips You want to talk about freaking You want to talk about freaking You want to talk about freaking disasters? The chips act is a disaster disasters? The chips act is a disaster disasters? The chips act is a disaster right now. They're in like fire fighting right now. They're in like fire fighting right now. They're in like fire fighting mode for sure, you know, the US mode for sure, you know, the US mode for sure, you know, the US government. Because this is such a government. Because this is such a government. Because this is such a show show show beyond belief. beyond belief. beyond belief. And what they've done to Pat is the And what they've done to Pat is the And what they've done to Pat is the worst freaking thing you can do at this worst freaking thing you can do at this worst freaking thing you can do at this point in time. And the conversation point in time. And the conversation point in time. And the conversation about spinning off you know, IF and about spinning off you know, IF and about spinning off you know, IF and doing XYZ is huge win for TSMC and their doing XYZ is huge win for TSMC and their doing XYZ is huge win for TSMC and their comment has it's not going to benefit comment has it's not going to benefit comment has it's not going to benefit the US. It's not going to help the chips the US. It's not going to help the chips the US. It's not going to help the chips act you know, achieve its objectives. It act you know, achieve its objectives. It act you know, achieve its objectives. It it it's just it it's just it it's just it it it That is what's so bad about all of this, That is what's so bad about all of this, That is what's so bad about all of this, right? And so right? And so right? And so the saving grace is that now you have MJ the saving grace is that now you have MJ the saving grace is that now you have MJ in there. Just let her do her thing. She in there. Just let her do her thing. She in there. Just let her do her thing. She they they have to go product first, they they have to go product first, they they have to go product first, okay? Lunar Lake, Arrow Lake. Actually, okay? Lunar Lake, Arrow Lake. Actually, okay? Lunar Lake, Arrow Lake. Actually, Panther Lake is going to be the only Panther Lake is going to be the only Panther Lake is going to be the only opportunity for IF to

opportunity for IF to opportunity for IF to survive. It's going to be the first survive. It's going to be the first survive. It's going to be the first you know, Intel will be the first major you know, Intel will be the first major you know, Intel will be the first major customer customer customer right? For leading edge. right? For leading edge. right? For leading edge. What part of this math doesn't What part of this math doesn't What part of this math doesn't doesn't work out? Everything else is doesn't work out? Everything else is doesn't work out? Everything else is disaster, right? It's and then you know disaster, right? It's and then you know disaster, right? It's and then you know what? There what? There what? There you know, if and when probably you know, you know, if and when probably you know, you know, if and when probably you know, actually when the generative AI bubble actually when the generative AI bubble actually when the generative AI bubble crashes crashes crashes people are going to be going back and people are going to be going back and people are going to be going back and focusing on traditional servers. And focusing on traditional servers. And focusing on traditional servers. And we're already seeing that happen. we're already seeing that happen. we're already seeing that happen. Traditional servers server sales are Traditional servers server sales are Traditional servers server sales are going up. HP results too. going up. HP results too. going up. HP results too. Most of their their revenue Most of their their revenue Most of their their revenue is freaking old school servers. It's not is freaking old school servers. It's not is freaking old school servers. It's not the AI AI stuff actually only grew like the AI AI stuff actually only grew like the AI AI stuff actually only grew like 14%. Actually underperformed 14%. Actually underperformed 14%. Actually underperformed traditional servers. Wow, go figure. So traditional servers. Wow, go figure. So traditional servers. Wow, go figure. So who's buying all these GPUs? They're who's buying all these GPUs? They're who's buying all these GPUs? They're like freaking Elon Musk with this X A1 like freaking Elon Musk with this X A1 like freaking Elon Musk with this X A1 or whatever or whatever or whatever steak sauce thing that he's doing in in steak sauce thing that he's doing in in steak sauce thing that he's doing in in freaking Memphis.

freaking Memphis. freaking Memphis. A1 A1 A1 What what what what is that? HOW'S THAT What what what what is that? HOW'S THAT What what what what is that? HOW'S THAT GOING GOING GOING ELON STEAK SAUCE ELON STEAK SAUCE ELON STEAK SAUCE You know, like a 100,000 You know, like a 100,000 You know, like a 100,000 GPU data center. Who's that going to GPU data center. Who's that going to GPU data center. Who's that going to benefit? And what are they going to it is just freaking nonsense. Straight it is just freaking nonsense. Straight up nonsense. up nonsense. up nonsense. Oh man. Okay, you guys triggered me. Why Oh man. Okay, you guys triggered me. Why Oh man. Okay, you guys triggered me. Why did you have to do this, Pete? did you have to do this, Pete? did you have to do this, Pete? Y'all are Y'all are exhausting. I'm Y'all are Y'all are exhausting. I'm Y'all are Y'all are exhausting. I'm scared. scared. scared. Yeah, this is good. This is probably Yeah, this is good. This is probably Yeah, this is good. This is probably like one of the best episodes we've ever like one of the best episodes we've ever like one of the best episodes we've ever had. had. had. Yeah, I was going to say just the same Yeah, I was going to say just the same Yeah, I was going to say just the same thing. There's so many varying views on thing. There's so many varying views on thing. There's so many varying views on things and things and things and I like it. I like it. I like it. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Stir that pot. Stir that pot. Stir that pot. Yes, he start he started it. Yes, he start he started it. Yes, he start he started it. Stir the pot. Stir the pot. Stir the pot. Stir the pot. Stir the pot. Stir the pot. After he uh grenade in the whole thing After he uh grenade in the whole thing After he uh grenade in the whole thing blew everything up. blew everything up. blew everything up. Bill Bill Bill threw some fire on top of Bill Bill Bill threw some fire on top of Bill Bill Bill threw some fire on top of that and then that and then that and then uh then uh Leonard brought some steak uh then uh Leonard brought some steak uh then uh Leonard brought some steak sauce. sauce. sauce. A1 A1 A1 And then uh um you you can't forget Rob.

And then uh um you you can't forget Rob. And then uh um you you can't forget Rob. Rob brought the the hair. Rob brought the the hair. Rob brought the the hair. And the And the And the Have you ever been to a steak Have you ever been to a steak Have you ever been to a steak Have you ever been to a high-end steak Have you ever been to a high-end steak Have you ever been to a high-end steak steakhouse and you see someone break out steakhouse and you see someone break out steakhouse and you see someone break out A1 steak sauce? A1 steak sauce? A1 steak sauce? Stop it. Stop it. Stop it. And you cringe And you cringe And you cringe steakhouse then. steakhouse then. steakhouse then. I would go to jail that that night. I would go to jail that that night. I would go to jail that that night. Hey guys, I apologize. I need to drop Hey guys, I apologize. I need to drop Hey guys, I apologize. I need to drop for a I got to for a I got to for a I got to Yeah, I got to drop, too. I got to Yeah, I got to drop, too. I got to Yeah, I got to drop, too. I got to All right. All right. All right. Hey, who wants to take us out? Hey, who wants to take us out? Hey, who wants to take us out? Thanks for joining our TWO COFFEE TALK. HEY, WE REALLY APPRECIATE your time. I HEY, WE REALLY APPRECIATE your time. I know we talked about a lot of crazy know we talked about a lot of crazy know we talked about a lot of crazy stuff, but you probably learned a lot stuff, but you probably learned a lot stuff, but you probably learned a lot about the semiconductor space and what's about the semiconductor space and what's about the semiconductor space and what's going on with Intel and and Pat and all going on with Intel and and Pat and all going on with Intel and and Pat and all those guys cuz we got the smartest minds those guys cuz we got the smartest minds those guys cuz we got the smartest minds in the tech business here. And so thanks in the tech business here. And so thanks in the tech business here. And so thanks for joining us. We'll be here next week for joining us. We'll be here next week for joining us. We'll be here next week and every week as you can tell long and every week as you can tell long and every week as you can tell long after we've retired from life and work after we've retired from life and work after we've retired from life and work and everything like that. Support our and everything like that. Support our and everything like that. Support our kids. Go to elevatorkids.org and throw kids. Go to elevatorkids.org and throw kids. Go to elevatorkids.org and throw some money at that cuz we're going to some money at that cuz we're going to some money at that cuz we're going to help the kids laptops connect them. help the kids laptops connect them. help the kids laptops connect them. Hopefully those laptops will be faster Hopefully those laptops will be faster Hopefully those laptops will be faster than the ones five years ago. I don't than the ones five years ago. I don't than the ones five years ago. I don't know.

know. know. Much love. We are out. Much love. We are out. Much love. We are out. Hold on. Hold on. Hold on. Rob the Rob the analyst. Rob the Rob the analyst. Rob the Rob the analyst. Thank you. Thank you. Thank you. Look at this. Look at this. My glasses. Look at this. Look at this. My glasses. Look at this. Look at this. My glasses. The hearts. The hearts. The hearts. They came out of your glasses. They came out of your glasses. They came out of your glasses. Very cool. Very cool. Very cool. All right guys. Take care.