IoT Coffee Talk: Episode 180 - In Search of the Next Big Thing

hey hey everybody Welcome to iot Coffee everybody Welcome to iot Coffee everybody Welcome to iot Coffee Talk we've got much to talk about today Talk we've got much to talk about today Talk we've got much to talk about today Stephanie has been going to so many Stephanie has been going to so many Stephanie has been going to so many events in person and virtually what is events in person and virtually what is events in person and virtually what is going on Stephanie you're just cruising going on Stephanie you're just cruising going on Stephanie you're just cruising through the whole country or something through the whole country or something through the whole country or something right now yes I I'm actually on my way right now yes I I'm actually on my way right now yes I I'm actually on my way to um I'm I'm actually senior mom so I'm to um I'm I'm actually senior mom so I'm to um I'm I'm actually senior mom so I'm managing some of the senior activities managing some of the senior activities managing some of the senior activities and we are getting the kids fitted for and we are getting the kids fitted for and we are getting the kids fitted for cap and gown today W kind of a you know cap and gown today W kind of a you know cap and gown today W kind of a you know big day but that's mul big day but that's mul big day but that's mul multitasking um I wrote my blog article multitasking um I wrote my blog article multitasking um I wrote my blog article on the qualcom ventur uh Summit or the on the qualcom ventur uh Summit or the on the qualcom ventur uh Summit or the EDI event this morning and got it out EDI event this morning and got it out EDI event this morning and got it out the door for editing before I got like the door for editing before I got like the door for editing before I got like jumped in the car so wow that's why jumped in the car so wow that's why jumped in the car so wow that's why that's why it's fresh on my mind as well that's why it's fresh on my mind as well that's why it's fresh on my mind as well guess because I just was writing about guess because I just was writing about guess because I just was writing about it so what's the big deal about Edge AI it so what's the big deal about Edge AI it so what's the big deal about Edge AI or what were you what were you hearing or what were you what were you hearing or what were you what were you hearing from all these folks you know it's crazy from all these folks you know it's crazy from all these folks you know it's crazy because you know we were talking about because you know we were talking about because you know we were talking about Edge Computing last year and AI has been Edge Computing last year and AI has been Edge Computing last year and AI has been the topic this year and now they've uh the topic this year and now they've uh the topic this year and now they've uh coined the term Ed Ai and it doesn't coined the term Ed Ai and it doesn't coined the term Ed Ai and it doesn't really mean anything other then we are really mean anything other then we are really mean anything other then we are uh analyzing data um at the endpoint uh analyzing data um at the endpoint uh analyzing data um at the endpoint device or at the device at the point of device or at the device at the point of device or at the device at the point of where we're collecting the data and I where we're collecting the data and I where we're collecting the data and I think most of those are talking about it think most of those are talking about it think most of those are talking about it um realize that we're still going to um realize that we're still going to um realize that we're still going to have kind of an environment a hybrid have kind of an environment a hybrid have kind of an environment a hybrid environment or hybrid architecture yeah environment or hybrid architecture yeah environment or hybrid architecture yeah where cloud and Edge work together to do where cloud and Edge work together to do where cloud and Edge work together to do all of these things with these large all of these things with these large all of these things with these large language models and all the things that

language models and all the things that language models and all the things that are happening on the AI side but um yeah are happening on the AI side but um yeah are happening on the AI side but um yeah so that event EDI um that's Qualcomm so that event EDI um that's Qualcomm so that event EDI um that's Qualcomm Venture that was a Qualcomm Ventures Venture that was a Qualcomm Ventures Venture that was a Qualcomm Ventures event okay and they invited a lot of the event okay and they invited a lot of the event okay and they invited a lot of the partners and companies that they are partners and companies that they are partners and companies that they are already investing in yeah as well as um already investing in yeah as well as um already investing in yeah as well as um um some of the um thought leaders kind um some of the um thought leaders kind um some of the um thought leaders kind of in the industry on the Qualcomm side of in the industry on the Qualcomm side of in the industry on the Qualcomm side were also there so okay um yeah so it were also there so okay um yeah so it were also there so okay um yeah so it was just a one day quick event I mean it was just a one day quick event I mean it was just a one day quick event I mean it was in San Carlos um last week um which was in San Carlos um last week um which was in San Carlos um last week um which is north San Francisco is north San Francisco is north San Francisco that's cool Edge AI I always think of that's cool Edge AI I always think of that's cool Edge AI I always think of our friends at Edge impulse when I um our friends at Edge impulse when I um our friends at Edge impulse when I um that started doing their stuff a few that started doing their stuff a few that started doing their stuff a few years ago with tiny ml but I'm sure years ago with tiny ml but I'm sure years ago with tiny ml but I'm sure these guys are going crazy um and then these guys are going crazy um and then these guys are going crazy um and then you did a Lenovo thing is that what you you did a Lenovo thing is that what you you did a Lenovo thing is that what you were telling me earlier well I attended were telling me earlier well I attended were telling me earlier well I attended virtually they had the you know they're virtually they had the you know they're virtually they had the you know they're in Austin this week but they had their in Austin this week but they had their in Austin this week but they had their they kicked off their um I think what they kicked off their um I think what they kicked off their um I think what they called call it the the Lenovo Tech they called call it the the Lenovo Tech they called call it the the Lenovo Tech event um I I'm I'm sure I'm saying it event um I I'm I'm sure I'm saying it event um I I'm I'm sure I'm saying it wrong um but they kicked off their Event wrong um but they kicked off their Event wrong um but they kicked off their Event in Austin yesterday and so attended a in Austin yesterday and so attended a in Austin yesterday and so attended a lot of the uh Keynotes and the sessions lot of the uh Keynotes and the sessions lot of the uh Keynotes and the sessions for about three hours listening in and for about three hours listening in and for about three hours listening in and yeah taking notes and tweeting trying a yeah taking notes and tweeting trying a yeah taking notes and tweeting trying a lot of times what I do I don't know do lot of times what I do I don't know do lot of times what I do I don't know do you do this I um if I'm attending event you do this I um if I'm attending event you do this I um if I'm attending event an event instead of taking notes I will

an event instead of taking notes I will an event instead of taking notes I will tweet about it in succession yeah and tweet about it in succession yeah and tweet about it in succession yeah and then I'll go back at my notes because then I'll go back at my notes because then I'll go back at my notes because those are the notes those are the notes those are the notes those are the notes those are the notes those are the notes I love that I love that so if you if you I love that I love that so if you if you I love that I love that so if you if you have time you can go to Twitter and have time you can go to Twitter and have time you can go to Twitter and check out some of the things that that I check out some of the things that that I check out some of the things that that I was kind of capturing on um some of the was kind of capturing on um some of the was kind of capturing on um some of the executives that were speaking but you executives that were speaking but you executives that were speaking but you know they had some popins from Qualcomm know they had some popins from Qualcomm know they had some popins from Qualcomm and Microsoft and um Formula 1 um isn't and Microsoft and um Formula 1 um isn't and Microsoft and um Formula 1 um isn't everyone partnering with formula one I everyone partnering with formula one I everyone partnering with formula one I feel it feels like it it feels like it feel it feels like it it feels like it feel it feels like it it feels like it everyone's partnering with them but everyone's partnering with them but everyone's partnering with them but because you got the you got the race in because you got the you got the race in because you got the you got the race in Austin lately right yes so a lot of that Austin lately right yes so a lot of that Austin lately right yes so a lot of that was going on and I think that Lenovo had was going on and I think that Lenovo had was going on and I think that Lenovo had kind of some um events like leading up kind of some um events like leading up kind of some um events like leading up to to to their off um at the at the races so okay their off um at the at the races so okay their off um at the at the races so okay apparently there was some golf and some apparently there was some golf and some apparently there was some golf and some music activities going on there so you music activities going on there so you music activities going on there so you know what I think the the the big thing know what I think the the the big thing know what I think the the the big thing even at both events that I heard that even at both events that I heard that even at both events that I heard that that that's coming down the pipeline that that's coming down the pipeline that that's coming down the pipeline coming next year coming very quickly um coming next year coming very quickly um coming next year coming very quickly um is and they can call it whatever they is and they can call it whatever they is and they can call it whatever they want but this is what's they're calling want but this is what's they're calling want but this is what's they're calling it AI smartphones AI computers AI it AI smartphones AI computers AI it AI smartphones AI computers AI laptops AI workstation and so all the AI laptops AI workstation and so all the AI laptops AI workstation and so all the AI on device everything's on device so um on device everything's on device so um on device everything's on device so um which artificial intelligence has been which artificial intelligence has been which artificial intelligence has been operating on these devices for a long

operating on these devices for a long operating on these devices for a long time but I think they're now coining all time but I think they're now coining all time but I think they're now coining all of these terms that gets the industry of these terms that gets the industry of these terms that gets the industry excited about new applications new excited about new applications new excited about new applications new software new capabilities new customer software new capabilities new customer software new capabilities new customer experiences with your device yeah and experiences with your device yeah and experiences with your device yeah and that's personalized customized whatever that's personalized customized whatever that's personalized customized whatever you want to call it right so that's you want to call it right so that's you want to call it right so that's essentially the the gist of of a lot of essentially the the gist of of a lot of essentially the the gist of of a lot of what's going on with the AI side okay what's going on with the AI side okay what's going on with the AI side okay that's interesting I caught I caught that's interesting I caught I caught that's interesting I caught I caught part of the keynote from Qualcomm from part of the keynote from Qualcomm from part of the keynote from Qualcomm from Maui yesterday because they broadcast C Maui yesterday because they broadcast C Maui yesterday because they broadcast C it but I was I had another meeting but it but I was I had another meeting but it but I was I had another meeting but got the end of it where they were got the end of it where they were got the end of it where they were boasting it looks like they're going boasting it looks like they're going boasting it looks like they're going after Intel or it looks like like like after Intel or it looks like like like after Intel or it looks like like like Beyond they they were talking about I Beyond they they were talking about I Beyond they they were talking about I don't know if they were called Orion new don't know if they were called Orion new don't know if they were called Orion new chips from them that are they said chips from them that are they said chips from them that are they said they're faster than the Apple M2 they they're faster than the Apple M2 they they're faster than the Apple M2 they talk about they're faster than you know talk about they're faster than you know talk about they're faster than you know 12 core Intel chips on 12 core Intel chips on 12 core Intel chips on laptops um you know I didn't catch a lot laptops um you know I didn't catch a lot laptops um you know I didn't catch a lot of it but that that sound like pretty of it but that that sound like pretty of it but that that sound like pretty big news from them you know for with the big news from them you know for with the big news from them you know for with the whole Snapdragon they're really cranking whole Snapdragon they're really cranking whole Snapdragon they're really cranking up the horsepower on that stuff yeah it up the horsepower on that stuff yeah it up the horsepower on that stuff yeah it seems like it's a pretty competitive seems like it's a pretty competitive seems like it's a pretty competitive moood move and a statement you know put moood move and a statement you know put moood move and a statement you know put out at the event yeah and they also out at the event yeah and they also out at the event yeah and they also brought in all their Partners the funny brought in all their Partners the funny brought in all their Partners the funny thing is you know lenovo's got their thing is you know lenovo's got their thing is you know lenovo's got their event Snapdragon got their event but event Snapdragon got their event but event Snapdragon got their event but during the Snapdragon event um Lenovo during the Snapdragon event um Lenovo during the Snapdragon event um Lenovo Pops in so there there's a lot of Yin

Pops in so there there's a lot of Yin Pops in so there there's a lot of Yin and Yang going on and it seems like and Yang going on and it seems like and Yang going on and it seems like there's of a coordination on some of the there's of a coordination on some of the there's of a coordination on some of the announcements that are going on and announcements that are going on and announcements that are going on and whose chips are going into what devices whose chips are going into what devices whose chips are going into what devices and yeah and the AI capabilities and the and yeah and the AI capabilities and the and yeah and the AI capabilities and the processing power of these chips in these processing power of these chips in these processing power of these chips in these devices so that was big news yesterday devices so that was big news yesterday devices so that was big news yesterday I'm curious to hear what apple and I'm curious to hear what apple and I'm curious to hear what apple and others are and Intel what they're saying others are and Intel what they're saying others are and Intel what they're saying you know yeah I know because you're you know yeah I know because you're you know yeah I know because you're right the last what two or three years right the last what two or three years right the last what two or three years the lenovo's been shipping one of their the lenovo's been shipping one of their the lenovo's been shipping one of their think pads is an arm-based think pad think pads is an arm-based think pad think pads is an arm-based think pad running Windows on arm and I played with running Windows on arm and I played with running Windows on arm and I played with it and you know it kind of felt it and you know it kind of felt it and you know it kind of felt underpowered to be honest with you um underpowered to be honest with you um underpowered to be honest with you um you know great but the obviously the you know great but the obviously the you know great but the obviously the talk track was incredible battery life talk track was incredible battery life talk track was incredible battery life because its arm instead of Intel um but because its arm instead of Intel um but because its arm instead of Intel um but with those announcements yesterday it with those announcements yesterday it with those announcements yesterday it sounds like they're ready to try to blow sounds like they're ready to try to blow sounds like they're ready to try to blow Intel out of the water and performance Intel out of the water and performance Intel out of the water and performance and battery life you know yeah and you and battery life you know yeah and you and battery life you know yeah and you know who was quiet I mean they they know who was quiet I mean they they know who was quiet I mean they they would Android here and there um when it would Android here and there um when it would Android here and there um when it comes to some of the Computing devices comes to some of the Computing devices comes to some of the Computing devices but didn't hear the word Samsung much so but didn't hear the word Samsung much so but didn't hear the word Samsung much so um Samsung's been a little bit quiet um um Samsung's been a little bit quiet um um Samsung's been a little bit quiet um lately I know that they have some things lately I know that they have some things lately I know that they have some things up their sleeve they always do and up their sleeve they always do and up their sleeve they always do and they're always you know they're they're always you know they're they're always you know they're partnering with these big guys too but partnering with these big guys too but partnering with these big guys too but it's they've been a little bit quiet it's they've been a little bit quiet it's they've been a little bit quiet lately I'm yeah I'm surprised to hear lately I'm yeah I'm surprised to hear lately I'm yeah I'm surprised to hear how much excitement and noise kind of how much excitement and noise kind of how much excitement and noise kind of coming out of Lenovo versus Samsung and

coming out of Lenovo versus Samsung and coming out of Lenovo versus Samsung and some of the other uh others that are out some of the other uh others that are out some of the other uh others that are out there but um you know everyone think there but um you know everyone think there but um you know everyone think just when you think there's nothing more just when you think there's nothing more just when you think there's nothing more they can really do with they can really do with they can really do with pcs one of the uh one of the companies pcs one of the uh one of the companies pcs one of the uh one of the companies that was presenting at um at the uh that was presenting at um at the uh that was presenting at um at the uh Qualcomm Ventures events called they're Qualcomm Ventures events called they're Qualcomm Ventures events called they're called called called Humane um and they launched this they're Humane um and they launched this they're Humane um and they launched this they're launching on November 9th this launching on November 9th this launching on November 9th this device um they call it an AI pen I'm not device um they call it an AI pen I'm not device um they call it an AI pen I'm not convinced but the form Factor looks like convinced but the form Factor looks like convinced but the form Factor looks like the the uh bezel of a smartwatch but you the the uh bezel of a smartwatch but you the the uh bezel of a smartwatch but you wear it on you wear wear it on you wear wear it on you wear it wow Campbell wore it Paris fashion it wow Campbell wore it Paris fashion it wow Campbell wore it Paris fashion week that was kind of like their big week that was kind of like their big week that was kind of like their big claim to fame you know launch for them claim to fame you know launch for them claim to fame you know launch for them before the launch and someone big before the launch and someone big before the launch and someone big wearing it wearing it wearing it but their their AI computer smartphone but their their AI computer smartphone but their their AI computer smartphone contextual PC allinone but worn on the contextual PC allinone but worn on the contextual PC allinone but worn on the body body body I think I saw a picture of a woman doing I think I saw a picture of a woman doing I think I saw a picture of a woman doing a fashion show thing and it was wrapped a fashion show thing and it was wrapped a fashion show thing and it was wrapped around her around her around her wrist wrist wrist yes yeah and Motorola made some yes yeah and Motorola made some yes yeah and Motorola made some announcements yesterday and I don't know announcements yesterday and I don't know announcements yesterday and I don't know or maybe that was motola I don't know I or maybe that was motola I don't know I or maybe that was motola I don't know I don't know Snapdragon event or what but don't know Snapdragon event or what but don't know Snapdragon event or what but they've got they've got the vendable they've got they've got the vendable they've got they've got the vendable phones that can be put in place anywhere phones that can be put in place anywhere phones that can be put in place anywhere on your wrist yeah on wrap it around a p on your wrist yeah on wrap it around a p on your wrist yeah on wrap it around a p whatever wherever you need it to to sit

whatever wherever you need it to to sit whatever wherever you need it to to sit while you're looking or listening to it while you're looking or listening to it while you're looking or listening to it or whatever so yeah so you know we kind or whatever so yeah so you know we kind or whatever so yeah so you know we kind of went through a low where you didn't of went through a low where you didn't of went through a low where you didn't really hear much excitement so it seems really hear much excitement so it seems really hear much excitement so it seems like a lot of events and big like a lot of events and big like a lot of events and big announcements coming out right now so announcements coming out right now so announcements coming out right now so yeah that yeah that yeah that is all is kick it off oh you know just is all is kick it off oh you know just is all is kick it off oh you know just that that that yeah no doubt um you're right about yeah no doubt um you're right about yeah no doubt um you're right about quacc I mean about uh Samsung being quacc I mean about uh Samsung being quacc I mean about uh Samsung being quiet lately um you know after their I quiet lately um you know after their I quiet lately um you know after their I guess their last event was probably just guess their last event was probably just guess their last event was probably just the latest foldables and stuff like that the latest foldables and stuff like that the latest foldables and stuff like that but um you know there was all that talk but um you know there was all that talk but um you know there was all that talk when you talk about the the chip the when you talk about the the chip the when you talk about the the chip the semiconductor part you semiconductor part you semiconductor part you know Samsung was not making the progress know Samsung was not making the progress know Samsung was not making the progress they wanted on their exos and so they they wanted on their exos and so they they wanted on their exos and so they went back to using the Qualcomm went back to using the Qualcomm went back to using the Qualcomm Snapdragon Snapdragon Snapdragon worldwide at least this last time around worldwide at least this last time around worldwide at least this last time around uh used to do they would just do the qu uh used to do they would just do the qu uh used to do they would just do the qu um for the US market and then exos for um for the US market and then exos for um for the US market and then exos for the rest of the world and now they're the rest of the world and now they're the rest of the world and now they're using it for the whole world but then using it for the whole world but then using it for the whole world but then there was always this talk but behind there was always this talk but behind there was always this talk but behind the scenes you know they're doing three the scenes you know they're doing three the scenes you know they're doing three nanometer whatever and there's G working nanometer whatever and there's G working nanometer whatever and there's G working on exos that's going to be you know on exos that's going to be you know on exos that's going to be you know competitive with Snapdragon uh and so competitive with Snapdragon uh and so competitive with Snapdragon uh and so it'll be interesting to see if next year it'll be interesting to see if next year it'll be interesting to see if next year they pop out and go back to their own they pop out and go back to their own they pop out and go back to their own stuff or not I guess a time will tell stuff or not I guess a time will tell stuff or not I guess a time will tell like maybe today like if Samsung takes

like maybe today like if Samsung takes like maybe today like if Samsung takes the stage or is part of the discussions the stage or is part of the discussions the stage or is part of the discussions the Keynotes today at Snapdragon then the Keynotes today at Snapdragon then the Keynotes today at Snapdragon then then you kind of know where their then you kind of know where their then you kind of know where their position or if it's more just we're position or if it's more just we're position or if it's more just we're going to continue to kind of go down going to continue to kind of go down going to continue to kind of go down both paths and see what happens but um both paths and see what happens but um both paths and see what happens but um it wouldn't surprise me if if Samsung it wouldn't surprise me if if Samsung it wouldn't surprise me if if Samsung and um Snapdragon have some things going and um Snapdragon have some things going and um Snapdragon have some things going on on on today there were a lot of the big names today there were a lot of the big names today there were a lot of the big names yesterday that today going to be some yesterday that today going to be some yesterday that today going to be some big names some new big names right it's big names some new big names right it's big names some new big names right it's interesting in the smart phone space how interesting in the smart phone space how interesting in the smart phone space how there's that I don't know if I don't there's that I don't know if I don't there's that I don't know if I don't know if I want to call it a LoveHate know if I want to call it a LoveHate know if I want to call it a LoveHate relationship that other vendors have relationship that other vendors have relationship that other vendors have with Qualcomm around Snapdragon with Qualcomm around Snapdragon with Qualcomm around Snapdragon chipsets but you know obviously Apple chipsets but you know obviously Apple chipsets but you know obviously Apple has had lots of lawsuits with those guys has had lots of lawsuits with those guys has had lots of lawsuits with those guys um and they uh they've tried to build um and they uh they've tried to build um and they uh they've tried to build their own 5G modems they used Intel their own 5G modems they used Intel their own 5G modems they used Intel stuff they hired away you know I stuff they hired away you know I stuff they hired away you know I remember them having a I don't know remember them having a I don't know remember them having a I don't know maybe two or three models the iPhone maybe two or three models the iPhone maybe two or three models the iPhone again it was like an Intel based early again it was like an Intel based early again it was like an Intel based early 5G thing and it kind of sucked and and 5G thing and it kind of sucked and and 5G thing and it kind of sucked and and then they abandoned it and they go okay then they abandoned it and they go okay then they abandoned it and they go okay we'll go back to Qualcomm but we'll go back to Qualcomm but we'll go back to Qualcomm but begrudgingly though I'm I'm assuming I begrudgingly though I'm I'm assuming I begrudgingly though I'm I'm assuming I don't know the numbers I'm assuming the don't know the numbers I'm assuming the don't know the numbers I'm assuming the license fee the lawsuit was you know license fee the lawsuit was you know license fee the lawsuit was you know charging big bucks uh to have the charging big bucks uh to have the charging big bucks uh to have the Snapdragon tech and and for Apple Snapdragon tech and and for Apple Snapdragon tech and and for Apple specifically the the modem really uh in specifically the the modem really uh in specifically the the modem really uh in in there and they and so Apple you in there and they and so Apple you in there and they and so Apple you Apple's trying to do vertical

Apple's trying to do vertical Apple's trying to do vertical integration with everything they want to integration with everything they want to integration with everything they want to make everything in the make everything in the make everything in the phone it pains them to not do it phone it pains them to not do it phone it pains them to not do it obviously Samsung makes the displays for obviously Samsung makes the displays for obviously Samsung makes the displays for the iPhones because you know nobody can the iPhones because you know nobody can the iPhones because you know nobody can beat their OLED screens um right but beat their OLED screens um right but beat their OLED screens um right but yeah that's interesting and so and then yeah that's interesting and so and then yeah that's interesting and so and then I you know Apple I guess Aqua hired all I you know Apple I guess Aqua hired all I you know Apple I guess Aqua hired all the engineers from Intel that was doing the engineers from Intel that was doing the engineers from Intel that was doing 5G modem work but still isn't good 5G modem work but still isn't good 5G modem work but still isn't good enough and so they signed you know enough and so they signed you know enough and so they signed you know extend ended the term of their agreement extend ended the term of their agreement extend ended the term of their agreement with Qualcomm to keep getting stuff from with Qualcomm to keep getting stuff from with Qualcomm to keep getting stuff from them so I don't as that you have to ad them so I don't as that you have to ad them so I don't as that you have to ad bet that if you leave or you try to bet that if you leave or you try to bet that if you leave or you try to Branch out and then you come back you Branch out and then you come back you Branch out and then you come back you can bet you're paying for that too can bet you're paying for that too can bet you're paying for that too yeah yeah and then who else pays for yeah yeah and then who else pays for yeah yeah and then who else pays for that the consumers that's right that's that the consumers that's right that's that the consumers that's right that's right I don't want to be picky or right I don't want to be picky or right I don't want to be picky or anything but I felt like when Apple had anything but I felt like when Apple had anything but I felt like when Apple had Intel modems in there they just were Intel modems in there they just were Intel modems in there they just were kind of no bueno and I was like thrilled kind of no bueno and I was like thrilled kind of no bueno and I was like thrilled when they brought back the Qualcomm when they brought back the Qualcomm when they brought back the Qualcomm stuff cuz the Qualcomm folks really kind stuff cuz the Qualcomm folks really kind stuff cuz the Qualcomm folks really kind of know what the hell they're doing when of know what the hell they're doing when of know what the hell they're doing when it comes to Cellular modems you know it comes to Cellular modems you know it comes to Cellular modems you know beyond just building Snapdragon chipsets beyond just building Snapdragon chipsets beyond just building Snapdragon chipsets for everybody else um so their main sure for everybody else um so their main sure for everybody else um so their main sure yeah yeah absolutely absolutely um I I yeah yeah absolutely absolutely um I I yeah yeah absolutely absolutely um I I I'm I think I'm kind of bullish now I'm I think I'm kind of bullish now I'm I think I'm kind of bullish now seeing Qualcomm kind of Branch out and seeing Qualcomm kind of Branch out and seeing Qualcomm kind of Branch out and have something powerful enough to go have something powerful enough to go have something powerful enough to go head-to-head with Intel like on laptops

head-to-head with Intel like on laptops head-to-head with Intel like on laptops and things like that um because I know and things like that um because I know and things like that um because I know Microsoft has been looking waiting for Microsoft has been looking waiting for Microsoft has been looking waiting for arm to be fast enough where people will arm to be fast enough where people will arm to be fast enough where people will want to buy Arm based Windows because so want to buy Arm based Windows because so want to buy Arm based Windows because so far it's they're just kind of sluggish a far it's they're just kind of sluggish a far it's they're just kind of sluggish a little bit you little bit you little bit you know well and when you think about know well and when you think about know well and when you think about what's going on in the PC market that's what's going on in the PC market that's what's going on in the PC market that's essentially one of the things that can essentially one of the things that can essentially one of the things that can still hold on to is speed and processing still hold on to is speed and processing still hold on to is speed and processing and efficiency of you know using that and efficiency of you know using that and efficiency of you know using that laptop or whatever workstation there's laptop or whatever workstation there's laptop or whatever workstation there's not a lot of other things going on and not a lot of other things going on and not a lot of other things going on and now well besides things that can be now well besides things that can be now well besides things that can be built or added on top of that right yeah built or added on top of that right yeah built or added on top of that right yeah um it and that kind of goes back to the um it and that kind of goes back to the um it and that kind of goes back to the discussion that we were talking about discussion that we were talking about discussion that we were talking about last week at the qualcom ventures Aji last week at the qualcom ventures Aji last week at the qualcom ventures Aji Summit was okay we're all talking about Summit was okay we're all talking about Summit was okay we're all talking about these large language models and and all these large language models and and all these large language models and and all of this process that taking place on the of this process that taking place on the of this process that taking place on the device well don't you think that that device well don't you think that that device well don't you think that that that's going to put on additional that's going to put on additional that's going to put on additional pressures for the infrastructure side pressures for the infrastructure side pressures for the infrastructure side what what do you you know what are you what what do you you know what are you what what do you you know what are you running on that device and and so running on that device and and so running on that device and and so Qualcomm sees that vision and they see Qualcomm sees that vision and they see Qualcomm sees that vision and they see that future so that's why they're going that future so that's why they're going that future so that's why they're going hard and heavy after it so yeah it hard and heavy after it so yeah it hard and heavy after it so yeah it doesn't surprise me um and then there doesn't surprise me um and then there doesn't surprise me um and then there are companies you know that are kind of are companies you know that are kind of are companies you know that are kind of sitting by the wayside they're playing sitting by the wayside they're playing sitting by the wayside they're playing on the consumer side that's more on the consumer side that's more on the consumer side that's more consumer facing St and I just again consumer facing St and I just again consumer facing St and I just again think that they're gonna lose they all think that they're gonna lose they all think that they're gonna lose they all they into you know superficial they into you know superficial they into you know superficial generative AI fluff that's not really generative AI fluff that's not really generative AI fluff that's not really gonna do anything it's just not it's not

gonna do anything it's just not it's not gonna do anything it's just not it's not gonna be it's not g to take off like gonna be it's not g to take off like gonna be it's not g to take off like they think so no you're right yeah I they think so no you're right yeah I they think so no you're right yeah I think you know one of the things that think you know one of the things that think you know one of the things that they were talking about last week was they were talking about last week was they were talking about last week was how um how how does this really impact how um how how does this really impact how um how how does this really impact the Enterprise and you know that's those the Enterprise and you know that's those the Enterprise and you know that's those are the kinds of things that excite me are the kinds of things that excite me are the kinds of things that excite me you know what's it going to do for you know what's it going to do for you know what's it going to do for customer service what's it going to do customer service what's it going to do customer service what's it going to do for fraud yeah there was interesting fraud yeah there was interesting security company um Sentinel one and you security company um Sentinel one and you security company um Sentinel one and you know they're leveraging AI just to know they're leveraging AI just to know they're leveraging AI just to continue to train models that detect continue to train models that detect continue to train models that detect security um you know that work on security um you know that work on security um you know that work on prevention that have that predictive prevention that have that predictive prevention that have that predictive analysis on security and risk before analysis on security and risk before analysis on security and risk before before humans can intervene right so before humans can intervene right so before humans can intervene right so that to me makes sense it's like you that to me makes sense it's like you that to me makes sense it's like you know it it doesn't sound glorious like know it it doesn't sound glorious like know it it doesn't sound glorious like some of the consumer stuff but that's some of the consumer stuff but that's some of the consumer stuff but that's where it's hard hitting that's where it where it's hard hitting that's where it where it's hard hitting that's where it makes a difference and that's where I makes a difference and that's where I makes a difference and that's where I see AI kind of taking a hold is on the see AI kind of taking a hold is on the see AI kind of taking a hold is on the operation side or within the device you operation side or within the device you operation side or within the device you know managing the it things the basic it know managing the it things the basic it know managing the it things the basic it things that we do and we need every things that we do and we need every things that we do and we need every single day yeah it can really change single day yeah it can really change single day yeah it can really change that environment you're right to me I'm that environment you're right to me I'm that environment you're right to me I'm I'm extremely I'm extremely I'm extremely uh hes and I've all and I've been uh hes and I've all and I've been uh hes and I've all and I've been extremely like just skeptical of extremely like just skeptical of extremely like just skeptical of generative AI as a whole yeah but

generative AI as a whole yeah but generative AI as a whole yeah but artificial intelligence used on the artificial intelligence used on the artificial intelligence used on the Enterprise side for specific themes you Enterprise side for specific themes you Enterprise side for specific themes you know there's a whole wide you know wide know there's a whole wide you know wide know there's a whole wide you know wide range of applications but that's where I range of applications but that's where I range of applications but that's where I want to see the movement and that's want to see the movement and that's want to see the movement and that's where I think it's going to take off where I think it's going to take off where I think it's going to take off just like what we saw with iot it wasn't just like what we saw with iot it wasn't just like what we saw with iot it wasn't about consumer like anything on the about consumer like anything on the about consumer like anything on the smart home and consumer side that stuff smart home and consumer side that stuff smart home and consumer side that stuff came and went and so many companies died came and went and so many companies died came and went and so many companies died yeah I think it's similar on the AI side yeah I think it's similar on the AI side yeah I think it's similar on the AI side no you're right you're right you you no you're right you're right you you no you're right you're right you you know it's like different Venture Capital know it's like different Venture Capital know it's like different Venture Capital firms I know it's like they only do firms I know it's like they only do firms I know it's like they only do Enterprise B2B stuff you know it's like Enterprise B2B stuff you know it's like Enterprise B2B stuff you know it's like if you show up to pitch them your new if you show up to pitch them your new if you show up to pitch them your new company and it's a consumer facing company and it's a consumer facing company and it's a consumer facing product they're just like get out of product they're just like get out of product they're just like get out of here come out the door yeah yeah well here come out the door yeah yeah well here come out the door yeah yeah well you know I I remember watching uh couple you know I I remember watching uh couple you know I I remember watching uh couple of the guys from Y combinator and um one of the guys from Y combinator and um one of the guys from Y combinator and um one of their videos you know they put out of their videos you know they put out of their videos you know they put out lots of videos there and and they were lots of videos there and and they were lots of videos there and and they were talking a few weeks ago about you know talking a few weeks ago about you know talking a few weeks ago about you know pitfalls or you know uh what do they pitfalls or you know uh what do they pitfalls or you know uh what do they call it the tar pit of startups like call it the tar pit of startups like call it the tar pit of startups like where you know you get captured in it where you know you get captured in it where you know you get captured in it and get sucked in or whatever and they and get sucked in or whatever and they and get sucked in or whatever and they were just like let's here's some quick were just like let's here's some quick were just like let's here's some quick little tips that if you avoid these you little tips that if you avoid these you little tips that if you avoid these you know you're going to be way ahead of the know you're going to be way ahead of the know you're going to be way ahead of the game versus other startups and the first game versus other startups and the first game versus other startups and the first one they said is consumer ideas you know one they said is consumer ideas you know one they said is consumer ideas you know consumer facing products they go you you consumer facing products they go you you consumer facing products they go you you know what most of them just don't work know what most of them just don't work know what most of them just don't work out you know you should focus on out you know you should focus on out you know you should focus on Enterprise facing products and not

Enterprise facing products and not Enterprise facing products and not consumer if you want to succeed as a consumer if you want to succeed as a consumer if you want to succeed as a startup yeah it's either it's either startup yeah it's either it's either startup yeah it's either it's either that it's either that or the consumer that it's either that or the consumer that it's either that or the consumer doesn't even know it's in there and it's doesn't even know it's in there and it's doesn't even know it's in there and it's automatically part of that that device automatically part of that that device automatically part of that that device that piece of Hardware that whatever it that piece of Hardware that whatever it that piece of Hardware that whatever it is something in your home it's just part is something in your home it's just part is something in your home it's just part of a it's a feature yeah and and we're of a it's a feature yeah and and we're of a it's a feature yeah and and we're not pay we may pay more not pay we may pay more not pay we may pay more for you know buying that particular like for you know buying that particular like for you know buying that particular like refrigerator because it does more but refrigerator because it does more but refrigerator because it does more but we're not going to go okay this is the we're not going to go okay this is the we're not going to go okay this is the AI refrigerator I'm buying I'm going to AI refrigerator I'm buying I'm going to AI refrigerator I'm buying I'm going to pay a premium for it it's there's a lot pay a premium for it it's there's a lot pay a premium for it it's there's a lot of stuff that kind of comes down to just of stuff that kind of comes down to just of stuff that kind of comes down to just consumer Behavior they don't want to pay consumer Behavior they don't want to pay consumer Behavior they don't want to pay for it they want it now um it has to be for it they want it now um it has to be for it they want it now um it has to be embedded or hidden or like a secret cost embedded or hidden or like a secret cost embedded or hidden or like a secret cost that's added to to the actual purchase that's added to to the actual purchase that's added to to the actual purchase price of I mean it's just a mental thing price of I mean it's just a mental thing price of I mean it's just a mental thing yeah consumers don't they don't want to yeah consumers don't they don't want to yeah consumers don't they don't want to pay for generative Ai No One's Gonna pay pay for generative Ai No One's Gonna pay pay for generative Ai No One's Gonna pay for that no you're right you're right for that no you're right you're right for that no you're right you're right that's a good point you know you read that's a good point you know you read that's a good point you know you read about how many billions Microsoft has about how many billions Microsoft has about how many billions Microsoft has sunk into all the gener of AI stuff sunk into all the gener of AI stuff sunk into all the gener of AI stuff their hosting of open Ai and then baking their hosting of open Ai and then baking their hosting of open Ai and then baking all that stuff into windows and GitHub all that stuff into windows and GitHub all that stuff into windows and GitHub into everything and they've just sunk into everything and they've just sunk into everything and they've just sunk billions into it and I read something billions into it and I read something billions into it and I read something recently that's like they haven't seen recently that's like they haven't seen recently that's like they haven't seen any kind of return from that investment any kind of return from that investment any kind of return from that investment yet it doesn't mean they won't but so yet it doesn't mean they won't but so yet it doesn't mean they won't but so far they're just pouring billions in a far they're just pouring billions in a far they're just pouring billions in a hole right now um because I think that hole right now um because I think that hole right now um because I think that on the on the software side or if on the on the software side or if on the on the software side or if they're embedding this on the developer they're embedding this on the developer they're embedding this on the developer tool side if again they're going towards

tool side if again they're going towards tool side if again they're going towards the consumer facing um the consumer facing um the consumer facing um experiences um we will expect that for experiences um we will expect that for experiences um we will expect that for free we want that yeah but we want it free we want that yeah but we want it free we want that yeah but we want it free and when I go and buy my device or free and when I go and buy my device or free and when I go and buy my device or go buy that product if it's part of it go buy that product if it's part of it go buy that product if it's part of it it might make me buy it but I'm not I it might make me buy it but I'm not I it might make me buy it but I'm not I just like I think mentally I'm not going just like I think mentally I'm not going just like I think mentally I'm not going to sit there and buy um um generative AI to sit there and buy um um generative AI to sit there and buy um um generative AI to on top of things so and and for those to on top of things so and and for those to on top of things so and and for those developers that are looking at developers that are looking at developers that are looking at developing um I think the ones that are developing um I think the ones that are developing um I think the ones that are going after the Enterprise going after going after the Enterprise going after going after the Enterprise going after the public sector going after the back the public sector going after the back the public sector going after the back end operational side those are those are end operational side those are those are end operational side those are those are going to be um the ones that take off um going to be um the ones that take off um going to be um the ones that take off um right everything else it's just fluff no right everything else it's just fluff no right everything else it's just fluff no you're right you know it's like I doubt you're right you know it's like I doubt you're right you know it's like I doubt you're going to come up with the next you're going to come up with the next you're going to come up with the next Spotify or Facebook so just please stop Spotify or Facebook so just please stop Spotify or Facebook so just please stop with your whatever consumer app that you with your whatever consumer app that you with your whatever consumer app that you think's going to I'm here to pitch you think's going to I'm here to pitch you think's going to I'm here to pitch you it's kind of like Facebook and Twitter it's kind of like Facebook and Twitter it's kind of like Facebook and Twitter but it's it's for this narrow focus of but it's it's for this narrow focus of but it's it's for this narrow focus of this for dentists only and all the this for dentists only and all the this for dentists only and all the dentists in the world are GNA we're dentists in the world are GNA we're dentists in the world are GNA we're going to capture all of them and they're going to capture all of them and they're going to capture all of them and they're all going to use this chat thing with all going to use this chat thing with all going to use this chat thing with all our fellow dentists and it's gonna all our fellow dentists and it's gonna all our fellow dentists and it's gonna be huge okay maybe I mean yeah let's be huge okay maybe I mean yeah let's be huge okay maybe I mean yeah let's face it does anyone really like talking face it does anyone really like talking face it does anyone really like talking to the Bots um no do they do they when to the Bots um no do they do they when to the Bots um no do they do they when they when they go to their customer they when they go to their customer they when they go to their customer service section of of a site and there's service section of of a site and there's service section of of a site and there's all these different options to work with all these different options to work with all these different options to work with their customer service department you their customer service department you their customer service department you may go through that chat bot and then

may go through that chat bot and then may go through that chat bot and then you're annoyed within second I mean you're annoyed within second I mean you're annoyed within second I mean sometimes it just comes down you still sometimes it just comes down you still sometimes it just comes down you still want to talk to a person um I still want to talk to a person um I still want to talk to a person um I still think there's a lot of challenges when think there's a lot of challenges when think there's a lot of challenges when it comes to the C customer service side it comes to the C customer service side it comes to the C customer service side of dealing with you know trouble of dealing with you know trouble of dealing with you know trouble ticketing and issues and helping ticketing and issues and helping ticketing and issues and helping customers I still feel like there's a customers I still feel like there's a customers I still feel like there's a pretty big gap in terms of what pretty big gap in terms of what pretty big gap in terms of what customers expect right those chat customers expect right those chat customers expect right those chat but I mean let's I mean we are gonna I but I mean let's I mean we are gonna I but I mean let's I mean we are gonna I mean I won't I won't talk all negatively mean I won't I won't talk all negatively mean I won't I won't talk all negatively about it they have come a long ways and about it they have come a long ways and about it they have come a long ways and they are helping guide the uh call they are helping guide the uh call they are helping guide the uh call center to who they should talk to yeah center to who they should talk to yeah center to who they should talk to yeah right as opposed to okay we're coming in right as opposed to okay we're coming in right as opposed to okay we're coming in blind right um so I don't know there's blind right um so I don't know there's blind right um so I don't know there's there's a lot of lot positives from there's a lot of lot positives from there's a lot of lot positives from there's some positives from that that there's some positives from that that there's some positives from that that can be taken away from it I had annoying can be taken away from it I had annoying can be taken away from it I had annoying experience with chatbots yesterday with experience with chatbots yesterday with experience with chatbots yesterday with UPS actually oh my God not to just call UPS actually oh my God not to just call UPS actually oh my God not to just call them out but oh my God so you know how them out but oh my God so you know how them out but oh my God so you know how like with the UPS app well not like you like with the UPS app well not like you like with the UPS app well not like you would know it but if you happen to have would know it but if you happen to have would know it but if you happen to have that and there's you're signed up with that and there's you're signed up with that and there's you're signed up with them and then you can kind of say here's them and then you can kind of say here's them and then you can kind of say here's my delivery window from this time to my delivery window from this time to my delivery window from this time to this time and so this time and so this time and so yesterday I had my delivery window that yesterday I had my delivery window that yesterday I had my delivery window that was going to start like at 1:15 in the was going to start like at 1:15 in the was going to start like at 1:15 in the afternoon till 5: and I'm out for like afternoon till 5: and I'm out for like afternoon till 5: and I'm out for like 10 minutes you know at 11 something and 10 minutes you know at 11 something and 10 minutes you know at 11 something and I come back oh sorry we missed you I come back oh sorry we missed you I come back oh sorry we missed you really you know I'm like like throwing really you know I'm like like throwing really you know I'm like like throwing tables over and stuff like tables over and stuff like tables over and stuff like that I was like what do you mean you

that I was like what do you mean you that I was like what do you mean you missed me you're we still an hour did missed me you're we still an hour did missed me you're we still an hour did WrestleMania Persona yeah back yeah WrestleMania Persona yeah back yeah WrestleMania Persona yeah back yeah exactly I was exactly I was exactly I was like it's like we're full hour from the like it's like we're full hour from the like it's like we're full hour from the beginning of the window that you can beginning of the window that you can beginning of the window that you can deliver and and it's like we'll be back deliver and and it's like we'll be back deliver and and it's like we'll be back tomorrow it's like what if I'm not here tomorrow it's like what if I'm not here tomorrow it's like what if I'm not here tomorrow and tomorrow and tomorrow and then going in the app and you're looking then going in the app and you're looking then going in the app and you're looking for the phone number that doesn't exist for the phone number that doesn't exist for the phone number that doesn't exist of course and you're going all over the of course and you're going all over the of course and you're going all over the place and they're like oh well if you place and they're like oh well if you place and they're like oh well if you pay us this money you can tell them to pay us this money you can tell them to pay us this money you can tell them to hold it you know back at the you know hold it you know back at the you know hold it you know back at the you know home base or whatever for them and I was home base or whatever for them and I was home base or whatever for them and I was just like it was so annoying but I after just like it was so annoying but I after just like it was so annoying but I after rooting around I found this rooting around I found this rooting around I found this chatbot I didn't realized it was a chat chatbot I didn't realized it was a chat chatbot I didn't realized it was a chat but I thought I was chatting with a but I thought I was chatting with a but I thought I was chatting with a person and then it was apparent very person and then it was apparent very person and then it was apparent very quickly that it was a robot it was quickly that it was a robot it was quickly that it was a robot it was stupid as hell and you're like typing stupid as hell and you're like typing stupid as hell and you're like typing all this stuff and it's like did you all this stuff and it's like did you all this stuff and it's like did you mean blah blah blah blah blah I'm like mean blah blah blah blah blah I'm like mean blah blah blah blah blah I'm like no I didn't mean no no I didn't mean no no I didn't mean no no especially when you start asking no especially when you start asking no especially when you start asking questions like did you mean you're like questions like did you mean you're like questions like did you mean you're like okay chatot it's like it's like it okay chatot it's like it's like it okay chatot it's like it's like it didn't want to listen to what I was didn't want to listen to what I was didn't want to listen to what I was saying because I was losing my and saying because I was losing my and saying because I was losing my and so I was so I was so I was like you were definitely an anomaly in like you were definitely an anomaly in like you were definitely an anomaly in that data model that they could not that data model that they could not that data model that they could not handle you handle you handle you so I want a real person now don't be so I want a real person now don't be so I want a real person now don't be usess you know it's like it's kind of usess you know it's like it's kind of usess you know it's like it's kind of you know like um I know Leonard and I you know like um I know Leonard and I you know like um I know Leonard and I were kind of railing against people we were kind of railing against people we were kind of railing against people we all you know I think once a month we all you know I think once a month we all you know I think once a month we have to put something out on LinkedIn

have to put something out on LinkedIn have to put something out on LinkedIn about the cold about the cold about the cold callers uh who are spamming us on callers uh who are spamming us on callers uh who are spamming us on LinkedIn all the time and you know I LinkedIn all the time and you know I LinkedIn all the time and you know I know uh Leonard said something he's like know uh Leonard said something he's like know uh Leonard said something he's like you're killing your brand when you do you're killing your brand when you do you're killing your brand when you do this you know as a company you're a this you know as a company you're a this you know as a company you're a representative of XYZ company and when representative of XYZ company and when representative of XYZ company and when you're just spamming cold calling connec you're just spamming cold calling connec you're just spamming cold calling connec and pitching it hurts your brand and I and pitching it hurts your brand and I and pitching it hurts your brand and I felt like that chatbot experience and felt like that chatbot experience and felt like that chatbot experience and how useless it was and how helpless they how useless it was and how helpless they how useless it was and how helpless they were to do what simple I was like get were to do what simple I was like get were to do what simple I was like get the truck back to my house during you the truck back to my house during you the truck back to my house during you know right I was like you're killing know right I was like you're killing know right I was like you're killing your brand with the chatbot because the your brand with the chatbot because the your brand with the chatbot because the chatbot is almost more annoying than not chatbot is almost more annoying than not chatbot is almost more annoying than not talking to anybody um then then you have talking to anybody um then then you have talking to anybody um then then you have companies like starlink that there's companies like starlink that there's companies like starlink that there's just no customer service really so they just no customer service really so they just no customer service really so they just like yeah you uh you can order and just like yeah you uh you can order and just like yeah you uh you can order and get everything done but there's no one get everything done but there's no one get everything done but there's no one to talk to and you can't talk a you know to talk to and you can't talk a you know to talk to and you can't talk a you know they don't have a group of people they they don't have a group of people they they don't have a group of people they don't have a you can't call someone I don't have a you can't call someone I don't have a you can't call someone I mean it's all email like there is just mean it's all email like there is just mean it's all email like there is just no customer service so you know you get no customer service so you know you get no customer service so you know you get what you pay for but everyone wants that what you pay for but everyone wants that what you pay for but everyone wants that fast fast you know speed and everyone's fast fast you know speed and everyone's fast fast you know speed and everyone's waiting on it or signed up waiting for waiting on it or signed up waiting for waiting on it or signed up waiting for it um my husband being one of them so it um my husband being one of them so it um my husband being one of them so are you waiting or do you have it well are you waiting or do you have it well are you waiting or do you have it well we had not it's funny because he said I we had not it's funny because he said I we had not it's funny because he said I think starlinks being delivered that was think starlinks being delivered that was think starlinks being delivered that was yesterday he sent me a text I'm like NOP yesterday he sent me a text I'm like NOP yesterday he sent me a text I'm like NOP those are Nike shoes by by the those are Nike shoes by by the those are Nike shoes by by the 16-year-old and he's like oh so he's 16-year-old and he's like oh so he's 16-year-old and he's like oh so he's like so it's not happening yet but yeah like so it's not happening yet but yeah like so it's not happening yet but yeah um we should have them we should have um we should have them we should have um we should have them we should have one pretty soon I just don't know if

one pretty soon I just don't know if one pretty soon I just don't know if we're using it for Bandera for West we're using it for Bandera for West we're using it for Bandera for West Texas yet but okay okay well you know Texas yet but okay okay well you know Texas yet but okay okay well you know the time will tell you were up in the time will tell you were up in the time will tell you were up in Colorado recently weren't you or Utah Colorado recently weren't you or Utah Colorado recently weren't you or Utah where were you um no I well oh I was in where were you um no I well oh I was in where were you um no I well oh I was in um o I need to put a code code in to get um o I need to put a code code in to get um o I need to put a code code in to get into school I was inide Telly ride nice into school I was inide Telly ride nice into school I was inide Telly ride nice oh my gosh I like that is the most oh my gosh I like that is the most oh my gosh I like that is the most beautiful place to be at during the um beautiful place to be at during the um beautiful place to be at during the um uh fall but Autumn yeah oh my just the uh fall but Autumn yeah oh my just the uh fall but Autumn yeah oh my just the scenery I just it was unreal unreal that scenery I just it was unreal unreal that scenery I just it was unreal unreal that is awesome tell you right just is awesome tell you right just is awesome tell you right just beautiful that's good well you know when beautiful that's good well you know when beautiful that's good well you know when you put here I am at a the school thing you put here I am at a the school thing you put here I am at a the school thing trying to get in in there we go got to get the code put in there we go got to get the code put in there we go got to get the code put in yeah they this school has a pretty large yeah they this school has a pretty large yeah they this school has a pretty large campus it's about I'd say 100 acres wow campus it's about I'd say 100 acres wow campus it's about I'd say 100 acres wow land so um there but in fredburg there's land so um there but in fredburg there's land so um there but in fredburg there's so much growth and there this this so much growth and there this this so much growth and there this this there's so many development going you there's so many development going you there's so many development going you know there's a lot of residential know there's a lot of residential know there's a lot of residential communities being developed all around communities being developed all around communities being developed all around the school so this little End of the the school so this little End of the the school so this little End of the Road Dead End Road is going to Road Dead End Road is going to Road Dead End Road is going to eventually get extremely busy so eventually get extremely busy so eventually get extremely busy so security and surveillance is like utmost security and surveillance is like utmost security and surveillance is like utmost importance for these for this campus but importance for these for this campus but importance for these for this campus but um yeah everyone thinks that not in my um yeah everyone thinks that not in my um yeah everyone thinks that not in my small town and this the schools like it small town and this the schools like it small town and this the schools like it could happen yeah anytime oh yeah so um

could happen yeah anytime oh yeah so um could happen yeah anytime oh yeah so um they don't play they've got cameras all they don't play they've got cameras all they don't play they've got cameras all over the place um there's still dead over the place um there's still dead over the place um there's still dead areas on you know the kids know where areas on you know the kids know where areas on you know the kids know where the dead areas are by the way oh they the dead areas are by the way oh they the dead areas are by the way oh they know they're smart they figured all that know they're smart they figured all that know they're smart they figured all that stuff out stuff out stuff out absolutely what yeah so Fredericksburg absolutely what yeah so Fredericksburg absolutely what yeah so Fredericksburg one at one point M said we're GNA just one at one point M said we're GNA just one at one point M said we're GNA just be a quaint little small town and that be a quaint little small town and that be a quaint little small town and that just didn't work out at just didn't work out at just didn't work out at all no it's grow it's growing like all no it's grow it's growing like all no it's grow it's growing like insanely um and um they can't the insanely um and um they can't the insanely um and um they can't the infastructure can't is not keeping up infastructure can't is not keeping up infastructure can't is not keeping up with the growth and but I think they with the growth and but I think they with the growth and but I think they finally hit a little bit of a bubble finally hit a little bit of a bubble finally hit a little bit of a bubble because like everything was a million because like everything was a million because like everything was a million plus just to live here oh my God and plus just to live here oh my God and plus just to live here oh my God and which is and it wasn't like that five which is and it wasn't like that five which is and it wasn't like that five years ago so now they' hit a a spot years ago so now they' hit a a spot years ago so now they' hit a a spot where um the housing market is is where um the housing market is is where um the housing market is is finally starting to see a drop a decline finally starting to see a drop a decline finally starting to see a drop a decline and the economy is also is playing a and the economy is also is playing a and the economy is also is playing a part big role in that but you just like part big role in that but you just like part big role in that but you just like people that like we had to bring in a people that like we had to bring in a people that like we had to bring in a new head of school for our school and new head of school for our school and new head of school for our school and we're like it's almost embarrassing as we're like it's almost embarrassing as we're like it's almost embarrassing as you're interviewing new people for head you're interviewing new people for head you're interviewing new people for head of school because it's like you know of school because it's like you know of school because it's like you know you're just expecting them to afford um you're just expecting them to afford um you're just expecting them to afford um to be able to move here yeah you know to be able to move here yeah you know to be able to move here yeah you know it's insane the cost of living here is G it's insane the cost of living here is G it's insane the cost of living here is G gone up so but they can live out they gone up so but they can live out they gone up so but they can live out they can live outper and can live outper and can live outper and commute exactly you're like I got a spot commute exactly you're like I got a spot commute exactly you're like I got a spot I got a play I'm trying to remember I I got a play I'm trying to remember I I got a play I'm trying to remember I wonder when the actual year or the wonder when the actual year or the wonder when the actual year or the moment when people discovered moment when people discovered moment when people discovered Fredericksburg and it went from just Fredericksburg and it went from just Fredericksburg and it went from just what I knew it as growing up to this hot

what I knew it as growing up to this hot what I knew it as growing up to this hot place all of a sudden you know well you place all of a sudden you know well you place all of a sudden you know well you know my son started um what he started know my son started um what he started know my son started um what he started kindergarten here and that you know was kindergarten here and that you know was kindergarten here and that you know was you know 11 years ago whatever 12 years you know 11 years ago whatever 12 years you know 11 years ago whatever 12 years ago 11 years ago and he um and that was ago 11 years ago and he um and that was ago 11 years ago and he um and that was right right about that time is when they right right about that time is when they right right about that time is when they started you know all the wineries started you know all the wineries started you know all the wineries started popping up all over the place started popping up all over the place started popping up all over the place and then a year later two years later and then a year later two years later and then a year later two years later there were 20 something wineries now there were 20 something wineries now there were 20 something wineries now there's like hundreds around the area there's like hundreds around the area there's like hundreds around the area they've gotten better they've gotten they've gotten better they've gotten they've gotten better they've gotten better I would say that some of them are better I would say that some of them are better I would say that some of them are Just sh are shipping The Grapes Just sh are shipping The Grapes Just sh are shipping The Grapes elsewhere or they they're just a front elsewhere or they they're just a front elsewhere or they they're just a front they're not an actual producer and or they're not an actual producer and or they're not an actual producer and or you just have a place to come drink you just have a place to come drink you just have a place to come drink wine so but it's um there's a ton of new wine so but it's um there's a ton of new wine so but it's um there's a ton of new restaurants a ton of new um hotels and restaurants a ton of new um hotels and restaurants a ton of new um hotels and motels going up all you know just nice motels going up all you know just nice motels going up all you know just nice and you know they have very strict and you know they have very strict and you know they have very strict requirements um because it's a a German requirements um because it's a a German requirements um because it's a a German Town and have extremely strict Town and have extremely strict Town and have extremely strict requirements on what the the requirements on what the the requirements on what the the architecture the exterior is going to architecture the exterior is going to architecture the exterior is going to look like and um it's very expensive to look like and um it's very expensive to look like and um it's very expensive to start a business or to open up something start a business or to open up something start a business or to open up something in um fredburg in um fredburg in um fredburg but but but SOB is suffering from what we've seen SOB is suffering from what we've seen SOB is suffering from what we've seen Austin is suffering from like a million Austin is suffering from like a million Austin is suffering from like a million zillions of people moving to Austin and zillions of people moving to Austin and zillions of people moving to Austin and I don't I don't feel like Austin can I don't I don't feel like Austin can I don't I don't feel like Austin can handle the influx of people the traffic handle the influx of people the traffic handle the influx of people the traffic every it's like overwhelmed the city you

every it's like overwhelmed the city you every it's like overwhelmed the city you know yeah Austin's crazy I don't but I know yeah Austin's crazy I don't but I know yeah Austin's crazy I don't but I don't ever remember Austin you know don't ever remember Austin you know don't ever remember Austin you know since I was young driving um all the way since I was young driving um all the way since I was young driving um all the way through Texas I just don't ever remember through Texas I just don't ever remember through Texas I just don't ever remember driving through Austin and not having TR driving through Austin and not having TR driving through Austin and not having TR traffic yeah you know what I mean yeah traffic yeah you know what I mean yeah traffic yeah you know what I mean yeah in Houston it was kind of up and down in Houston it was kind of up and down in Houston it was kind of up and down you know but definitely spread out you know but definitely spread out you know but definitely spread out Austin's so condensed to me it is it is Austin's so condensed to me it is it is Austin's so condensed to me it is it is and they've got just so many people and they've got just so many people and they've got just so many people moving there it's crazy well and in moving there it's crazy well and in moving there it's crazy well and in between in between San Antonio and between in between San Antonio and between in between San Antonio and Austin everything's developed yeah so Austin everything's developed yeah so Austin everything's developed yeah so yeah it's like they want to be the yeah it's like they want to be the yeah it's like they want to be the Dallas Fort Worth right but I don't Dallas Fort Worth right but I don't Dallas Fort Worth right but I don't think infrastructure wise you've got think infrastructure wise you've got think infrastructure wise you've got multiple routes in from Dallas to Fort multiple routes in from Dallas to Fort multiple routes in from Dallas to Fort Worth you don't have multip it's not as Worth you don't have multip it's not as Worth you don't have multip it's not as easy infrastructure wise between Austin easy infrastructure wise between Austin easy infrastructure wise between Austin and San Antonio it's crazy but San and San Antonio it's crazy but San and San Antonio it's crazy but San Antonio Still Remains one of the fastest Antonio Still Remains one of the fastest Antonio Still Remains one of the fastest growing cities in the United States I growing cities in the United States I growing cities in the United States I believe it I love San Antonio it's a believe it I love San Antonio it's a believe it I love San Antonio it's a great town I think it's the most great town I think it's the most great town I think it's the most underrated not talked about big city in underrated not talked about big city in underrated not talked about big city in [Music]