IoT Coffee Talk: Episode 223 - Insanity!!

[Music] [Music] all all all [Applause] [Applause] [Applause] right wow boo somebody had lots of right wow boo somebody had lots of right wow boo somebody had lots of coffee today oh yeah I had cups wow no coffee today oh yeah I had cups wow no coffee today oh yeah I had cups wow no you know what it's funny Stephanie you know what it's funny Stephanie you know what it's funny Stephanie you're absolutely right I am so amped you're absolutely right I am so amped you're absolutely right I am so amped right now I can't control my right now I can't control my right now I can't control my body did something good happen this body did something good happen this body did something good happen this morning besides the coffee that got you morning besides the coffee that got you morning besides the coffee that got you there there there no no no okay now I was on a I was on a um panel okay now I was on a I was on a um panel okay now I was on a I was on a um panel there was a there was a there was a webinar that RCR Wireless hosted um Sean webinar that RCR Wireless hosted um Sean webinar that RCR Wireless hosted um Sean Kenny I don't know if you guys know him Kenny I don't know if you guys know him Kenny I don't know if you guys know him he's a great guy on open ran or what no he's a great guy on open ran or what no he's a great guy on open ran or what no on 5G and um will 6G save it type of on 5G and um will 6G save it type of on 5G and um will 6G save it type of thing oh yeah okay and so yeah um just thing oh yeah okay and so yeah um just thing oh yeah okay and so yeah um just got off of that and um I had like two got off of that and um I had like two got off of that and um I had like two cups of coffee and I'm out of my mind cups of coffee and I'm out of my mind cups of coffee and I'm out of my mind right right right now can never do the second one I only now can never do the second one I only now can never do the second one I only can do one each day I can't do the can do one each day I can't do the can do one each day I can't do the second one I do like you were talking if second one I do like you were talking if second one I do like you were talking if 6G will save 5G yeah something like that 6G will save 5G yeah something like that 6G will save 5G yeah something like that is that basically someone finally is that basically someone finally is that basically someone finally admitting that 5G hadn't worked out the admitting that 5G hadn't worked out the admitting that 5G hadn't worked out the way people hoped yeah what we're talking way people hoped yeah what we're talking way people hoped yeah what we're talking about yeah about yeah about yeah yeah oops Yeah you know basically that yeah oops Yeah you know basically that yeah oops Yeah you know basically that seems to be our common theme with all of seems to be our common theme with all of seems to be our common theme with all of the spiced up Tech stuff it's like the spiced up Tech stuff it's like the spiced up Tech stuff it's like overhype and then you get to let down

overhype and then you get to let down overhype and then you get to let down it's like that that's the new wave it's like that that's the new wave it's like that that's the new wave that's our trough but you know here's that's our trough but you know here's that's our trough but you know here's the thing that really bothers me though the thing that really bothers me though the thing that really bothers me though I mean isn't the definition of stupid I mean isn't the definition of stupid I mean isn't the definition of stupid doing the same thing over and over again doing the same thing over and over again doing the same thing over and over again expecting something different yeah expecting something different yeah expecting something different yeah that's just stupid right I I I mean you that's just stupid right I I I mean you that's just stupid right I I I mean you know I'm just saying I'm just saying know I'm just saying I'm just saying know I'm just saying I'm just saying everyone's just like everyone's just everyone's just like everyone's just everyone's just like everyone's just like hoping that they hang their hat on like hoping that they hang their hat on like hoping that they hang their hat on something that sticks you know let's something that sticks you know let's something that sticks you know let's let's pray like this is the year let's pray like this is the year let's pray like this is the year Something's Gonna we're gonna like Something's Gonna we're gonna like Something's Gonna we're gonna like invest all of this we're going to put invest all of this we're going to put invest all of this we're going to put our marketing out and then boom it's G our marketing out and then boom it's G our marketing out and then boom it's G to happen and we haven't seen that in a to happen and we haven't seen that in a to happen and we haven't seen that in a long time so imagine if we told mobile long time so imagine if we told mobile long time so imagine if we told mobile operators around the world take what operators around the world take what operators around the world take what investment dollars you have don't buy investment dollars you have don't buy investment dollars you have don't buy new new new Spectrum keep using LTE Advanced but Spectrum keep using LTE Advanced but Spectrum keep using LTE Advanced but then increase your coverage incre speed then increase your coverage incre speed then increase your coverage incre speed up spend your money on back hall you up spend your money on back hall you up spend your money on back hall you know and front hall you know go to Mid know and front hall you know go to Mid know and front hall you know go to Mid Hall 100 gigabit you know the ethernet Hall 100 gigabit you know the ethernet Hall 100 gigabit you know the ethernet in the front hall get more in the front hall get more in the front hall get more fiber you you'll get more love from your fiber you you'll get more love from your fiber you you'll get more love from your customers when you do those kind of customers when you do those kind of customers when you do those kind of things that aren't as public and they're things that aren't as public and they're things that aren't as public and they're not as expensive as uh Spectrum auction not as expensive as uh Spectrum auction not as expensive as uh Spectrum auction you know not as expensive but they're you know not as expensive but they're you know not as expensive but they're also just not making money off also just not making money off also just not making money off smartphones you know yeah that that smartphones you know yeah that that smartphones you know yeah that that volume we're tapped out um they're just volume we're tapped out um they're just volume we're tapped out um they're just so they're you know that's why I say so they're you know that's why I say so they're you know that's why I say they're throwing stuff against the walls they're throwing stuff against the walls they're throwing stuff against the walls is they're like what is the next big is they're like what is the next big is they're like what is the next big thing because they just aren't making thing because they just aren't making thing because they just aren't making money off of just general talk text and

money off of just general talk text and money off of just general talk text and data traffic right now with data traffic right now with data traffic right now with consumers yeah consumers yeah consumers yeah so when I heard you I thought more more so when I heard you I thought more more so when I heard you I thought more more that you were saying you know uh 5G you that you were saying you know uh 5G you that you were saying you know uh 5G you know um later do it later I I didn't know um later do it later I I didn't know um later do it later I I didn't think think think or save it save it for later exact opposite you know yeah step later exact opposite you know yeah step over say step over 5G and just go 3 over say step over 5G and just go 3 over say step over 5G and just go 3 through six huh yeah well what do you through six huh yeah well what do you through six huh yeah well what do you think that do you think that they're think that do you think that they're think that do you think that they're just like uh because for a while it was just like uh because for a while it was just like uh because for a while it was oh my gosh we just got to compete with oh my gosh we just got to compete with oh my gosh we just got to compete with China we're so far behind you know we're China we're so far behind you know we're China we're so far behind you know we're just and you know like what what's the just and you know like what what's the just and you know like what what's the driving Factor why they just keep going driving Factor why they just keep going driving Factor why they just keep going and going and going but they're just not and going and going but they're just not and going and going but they're just not really presenting the use cases that really presenting the use cases that really presenting the use cases that actually are bringing in the kind of actually are bringing in the kind of actually are bringing in the kind of Revenue that they were expecting well I Revenue that they were expecting well I Revenue that they were expecting well I I mean I think it's it's the Detachment I mean I think it's it's the Detachment I mean I think it's it's the Detachment between what's actually happening with between what's actually happening with between what's actually happening with the technology and the standards and the technology and the standards and the technology and the standards and then how people have been talking about then how people have been talking about then how people have been talking about so one of the big one of my main points so one of the big one of my main points so one of the big one of my main points as a panelist on that discussion was um as a panelist on that discussion was um as a panelist on that discussion was um it's not the Technology's fault it's it's not the Technology's fault it's it's not the Technology's fault it's people's fault you know people the PE people's fault you know people the PE people's fault you know people the PE people the ones who got everything wrong people the ones who got everything wrong people the ones who got everything wrong you know um reality is reality and when you know um reality is reality and when you know um reality is reality and when um operators push back on sa and say no um operators push back on sa and say no um operators push back on sa and say no we we need some kind of brid a we we need some kind of brid a we we need some kind of brid a transitionary stage it is what it is and transitionary stage it is what it is and transitionary stage it is what it is and you know some of the technologists might you know some of the technologists might you know some of the technologists might have um really hated to have having to

have um really hated to have having to have um really hated to have having to accommodate all these different options accommodate all these different options accommodate all these different options and stuff like that for transition and stuff like that for transition and stuff like that for transition toward more of a pure 5G network but toward more of a pure 5G network but toward more of a pure 5G network but these are Necessities that you had to these are Necessities that you had to these are Necessities that you had to factor into your road map and they did factor into your road map and they did factor into your road map and they did and so they you know they got some and so they you know they got some and so they you know they got some things wrong where people got everything things wrong where people got everything things wrong where people got everything wrong was all the freaking wrong was all the freaking wrong was all the freaking InterContinental you know ballistic you InterContinental you know ballistic you InterContinental you know ballistic you know sidewalk surgery crap you know that know sidewalk surgery crap you know that know sidewalk surgery crap you know that that just didn't make any sense and that just didn't make any sense and that just didn't make any sense and nobody said that it didn't make any nobody said that it didn't make any nobody said that it didn't make any sense they actually went and started sense they actually went and started sense they actually went and started marketing using that as like the killer marketing using that as like the killer marketing using that as like the killer use case it's like yeah use case it's like yeah use case it's like yeah no can I take us back to guitars yeah no can I take us back to guitars yeah no can I take us back to guitars yeah okay you can okay you can okay you can fry so I just want you know because it's fry so I just want you know because it's fry so I just want you know because it's appropo to some of the stuff that appropo to some of the stuff that appropo to some of the stuff that Leonard plays when he's playing Van Leonard plays when he's playing Van Leonard plays when he's playing Van Halen So went and saw the Foo Fighters Halen So went and saw the Foo Fighters Halen So went and saw the Foo Fighters in Seattle on Sunday night you know and in Seattle on Sunday night you know and in Seattle on Sunday night you know and they did figh f fighters and what was they did figh f fighters and what was they did figh f fighters and what was cool though is you know I mean Dave Gro cool though is you know I mean Dave Gro cool though is you know I mean Dave Gro is a rock and roll historian he has all is a rock and roll historian he has all is a rock and roll historian he has all these documentaries and everything and these documentaries and everything and these documentaries and everything and he tries to lift all boats he's he wants he tries to lift all boats he's he wants he tries to lift all boats he's he wants Rock You Know feel like sometimes Rock You Know feel like sometimes Rock You Know feel like sometimes they're keeping rock and roll alive but they're keeping rock and roll alive but they're keeping rock and roll alive but there was a part in the show maybe there was a part in the show maybe there was a part in the show maybe onethird into it where he's saying do onethird into it where he's saying do onethird into it where he's saying do you guys love rock and roll and and then you guys love rock and roll and and then you guys love rock and roll and and then they start playing singing riffs from they start playing singing riffs from they start playing singing riffs from different from Aussie Osborne from different from Aussie Osborne from different from Aussie Osborne from Metallica and everything but their Metallica and everything but their Metallica and everything but their league guitarist Chris shifflet he gets

league guitarist Chris shifflet he gets league guitarist Chris shifflet he gets in there and starts playing eruption in there and starts playing eruption in there and starts playing eruption uhuh and and they go and people were uhuh and and they go and people were uhuh and and they go and people were just heads were exploding you know just heads were exploding you know just heads were exploding you know really yeah he really yeah he really yeah he and so I was just like that it was so and so I was just like that it was so and so I was just like that it was so cool but it was like yeah it was like we cool but it was like yeah it was like we cool but it was like yeah it was like we love rock and roll you love it and and love rock and roll you love it and and love rock and roll you love it and and we're g and they were just playing we're g and they were just playing we're g and they were just playing little clips from some of the biggest little clips from some of the biggest little clips from some of the biggest hardcore you know rock bands of all time hardcore you know rock bands of all time hardcore you know rock bands of all time so it's was awesome seeing them play so it's was awesome seeing them play so it's was awesome seeing them play eruption yeah that was a neat it was a eruption yeah that was a neat it was a eruption yeah that was a neat it was a neat neat neat Vibe are there any clips of that Vibe are there any clips of that Vibe are there any clips of that floating around I don't know there might floating around I don't know there might floating around I don't know there might be it you know the key thing to do what be it you know the key thing to do what be it you know the key thing to do what Eddie does is you know both hands are Eddie does is you know both hands are Eddie does is you know both hands are right up here doing the thing to make right up here doing the thing to make right up here doing the thing to make all that work you know but I've heard all that work you know but I've heard all that work you know but I've heard you do stuff similar to that Leonard you do stuff similar to that Leonard you do stuff similar to that Leonard yeah some kind of a some kind of a yeah some kind of a some kind of a yeah some kind of a some kind of a interview with with the team or with the interview with with the team or with the interview with with the team or with the with a band so there must must be with a band so there must must be with a band so there must must be something going on so I'm sure there's a something going on so I'm sure there's a something going on so I'm sure there's a video of it yeah yeah like a Revival or video of it yeah yeah like a Revival or video of it yeah yeah like a Revival or something for for them I bet if we if something for for them I bet if we if something for for them I bet if we if you do yeah their league guitarist Chris you do yeah their league guitarist Chris you do yeah their league guitarist Chris shifflet it's like sh sh l t t if if we shifflet it's like sh sh l t t if if we shifflet it's like sh sh l t t if if we probably typed in his name and the word probably typed in his name and the word probably typed in his name and the word eruption we eruption we eruption we see him you know channeling Eddie anyway that was good it's still Eddie anyway that was good it's still all about rock and roll folks just as a all about rock and roll folks just as a all about rock and roll folks just as a reminder it is it it it just boils down reminder it is it it it just boils down reminder it is it it it just boils down to always about rock and roll so hey to always about rock and roll so hey to always about rock and roll so hey everybody Welcome to not AI OT coffee

everybody Welcome to not AI OT coffee everybody Welcome to not AI OT coffee talk it's iot Coffee Talk still not talk it's iot Coffee Talk still not talk it's iot Coffee Talk still not tried it I tried sell it on you know one tried it I tried sell it on you know one tried it I tried sell it on you know one of our key stakeholders who is Rob of our key stakeholders who is Rob of our key stakeholders who is Rob Tiffany and he gave it the middle finger Tiffany and he gave it the middle finger Tiffany and he gave it the middle finger so yes we are not going down the a iot so yes we are not going down the a iot so yes we are not going down the a iot path that is a nogo right Rob is that path that is a nogo right Rob is that path that is a nogo right Rob is that sort of what don't be like Bosch and the sort of what don't be like Bosch and the sort of what don't be like Bosch and the eclipse Foundation from three years ago eclipse Foundation from three years ago eclipse Foundation from three years ago when they thought putting an A in front when they thought putting an A in front when they thought putting an A in front of iot was going to save of iot was going to save of iot was going to save iot it didn't work didn't work out yeah iot it didn't work didn't work out yeah iot it didn't work didn't work out yeah we're going to we're going to continue we're going to we're going to continue we're going to we're going to continue to milk iot for all that it is not worth to milk iot for all that it is not worth to milk iot for all that it is not worth but um in Stephanie's new quadrant we're but um in Stephanie's new quadrant we're but um in Stephanie's new quadrant we're in the let down in the let down in the let down thing yeah we're getting let thing yeah we're getting let thing yeah we're getting let down see we should we should come up down see we should we should come up down see we should we should come up with our own terminology for those faces with our own terminology for those faces with our own terminology for those faces and and let down is perfect for trough and and let down is perfect for trough and and let down is perfect for trough the the reality the reality curve yeah the the reality the reality curve yeah the the reality the reality curve yeah yeah kind of like 5G the fact that people are having p 5G the fact that people are having p discussions saying can 6G save 5G you discussions saying can 6G save 5G you discussions saying can 6G save 5G you know yeah yeah no one ever had these know yeah yeah no one ever had these know yeah yeah no one ever had these same discussions about LTE you know LTE same discussions about LTE you know LTE same discussions about LTE you know LTE got going people rolled it out and it got going people rolled it out and it got going people rolled it out and it changed the world because that's gave changed the world because that's gave changed the world because that's gave power to all these apps yeah data so power to all these apps yeah data so power to all these apps yeah data so many apps all about the apps with LTE

many apps all about the apps with LTE many apps all about the apps with LTE and don't forget it's still all about and don't forget it's still all about and don't forget it's still all about the apps with the apps with the apps with anything building when you're talking anything building when you're talking anything building when you're talking about public Cloud when you're talking about public Cloud when you're talking about public Cloud when you're talking about for anything you're talking about about for anything you're talking about about for anything you're talking about in Tech they are all in service to the in Tech they are all in service to the in Tech they are all in service to the apps yeah yeah you know it's all just apps yeah yeah you know it's all just apps yeah yeah you know it's all just Plumbing it's all infrastructure but Plumbing it's all infrastructure but Plumbing it's all infrastructure but don't forget it's all it's always about don't forget it's all it's always about don't forget it's all it's always about the apps could be a backend system the apps could be a backend system the apps could be a backend system powering your app that's on your phone powering your app that's on your phone powering your app that's on your phone yeah everything we do don't don't ever yeah everything we do don't don't ever yeah everything we do don't don't ever forget that yeah yeah and that's a good forget that yeah yeah and that's a good forget that yeah yeah and that's a good point doesn't necessarily have to be on point doesn't necessarily have to be on point doesn't necessarily have to be on the phone it's distributed right and the phone it's distributed right and the phone it's distributed right and then if you look at all these new then if you look at all these new then if you look at all these new endpoints they trying to introduce into endpoints they trying to introduce into endpoints they trying to introduce into the quote unquote 5G or mobile wireless the quote unquote 5G or mobile wireless the quote unquote 5G or mobile wireless fold it might not necessarily be the fold it might not necessarily be the fold it might not necessarily be the case that the application so you know case that the application so you know case that the application so you know runs solely on the endpoint device it runs solely on the endpoint device it runs solely on the endpoint device it could be distributed and I I don't think could be distributed and I I don't think could be distributed and I I don't think that the thinking has gone past sort of that the thinking has gone past sort of that the thinking has gone past sort of the Legacy way of thinking of things the Legacy way of thinking of things the Legacy way of thinking of things like one of the things I brought up was like one of the things I brought up was like one of the things I brought up was you know everything is 6G actually just you know everything is 6G actually just you know everything is 6G actually just like a rehashing or a progressive like a rehashing or a progressive like a rehashing or a progressive incremental progression of things that incremental progression of things that incremental progression of things that are in 5G and actually five 5G are in 5G and actually five 5G are in 5G and actually five 5G Advanced it looks pretty damn good you Advanced it looks pretty damn good you Advanced it looks pretty damn good you know I mean there's a lot in there for know I mean there's a lot in there for know I mean there's a lot in there for the industry to work through in terms of the industry to work through in terms of the industry to work through in terms of like scope of new stuff as well as depth like scope of new stuff as well as depth like scope of new stuff as well as depth of complexity and capability right but

of complexity and capability right but of complexity and capability right but what about Uplink and then you know the what about Uplink and then you know the what about Uplink and then you know the panel actually oh yeah it's like panel actually oh yeah it's like panel actually oh yeah it's like look everyone's been talking about look everyone's been talking about look everyone's been talking about cellular for industrial but all the data cellular for industrial but all the data cellular for industrial but all the data goes up it doesn't come down right it's goes up it doesn't come down right it's goes up it doesn't come down right it's like what part of that did you guys like what part of that did you guys like what part of that did you guys never understand you know yes whenever I never understand you know yes whenever I never understand you know yes whenever I hear someone I'm not goingon to name his hear someone I'm not goingon to name his hear someone I'm not goingon to name his name talk about how critical 5G is for name talk about how critical 5G is for name talk about how critical 5G is for factories and Industry 40 and they start factories and Industry 40 and they start factories and Industry 40 and they start talking a good game about using 5G in a talking a good game about using 5G in a talking a good game about using 5G in a factory and I'm just like yeah we've factory and I'm just like yeah we've factory and I'm just like yeah we've that never went anywhere it didn't go that never went anywhere it didn't go that never went anywhere it didn't go anywhere and we've tried that already anywhere and we've tried that already anywhere and we've tried that already and you know good luck beating ethernet and you know good luck beating ethernet and you know good luck beating ethernet oh yeah yeah yeah EET and then Wi-Fi you oh yeah yeah yeah EET and then Wi-Fi you oh yeah yeah yeah EET and then Wi-Fi you know 78 coming up you know it's just know 78 coming up you know it's just know 78 coming up you know it's just yeah Wi-Fi 7 is smoking fast and you yeah Wi-Fi 7 is smoking fast and you yeah Wi-Fi 7 is smoking fast and you know ethernet is always the backbone know ethernet is always the backbone know ethernet is always the backbone there yeah you know fiber fiber is your there yeah you know fiber fiber is your there yeah you know fiber fiber is your long range backbone across the planet long range backbone across the planet long range backbone across the planet ethernet is your backbone when you're ethernet is your backbone when you're ethernet is your backbone when you're inside the Factory The Corporation inside the Factory The Corporation inside the Factory The Corporation because remember even when you're do the because remember even when you're do the because remember even when you're do the Wi-Fi there's still wires inside the Wi-Fi there's still wires inside the Wi-Fi there's still wires inside the ceiling and everything the Wi-Fi access ceiling and everything the Wi-Fi access ceiling and everything the Wi-Fi access point is just kind of like the last mile point is just kind of like the last mile point is just kind of like the last mile or the last 20 feet yeah yeah absolutely or the last 20 feet yeah yeah absolutely or the last 20 feet yeah yeah absolutely hey hey Rob um we've had some hey hey Rob um we've had some hey hey Rob um we've had some conversation in the past too uh I conversation in the past too uh I conversation in the past too uh I remember you talking about when we were remember you talking about when we were remember you talking about when we were talking about uh cloud and Edge um you talking about uh cloud and Edge um you talking about uh cloud and Edge um you were talking about instead of thinking were talking about instead of thinking were talking about instead of thinking about the edge and then the cloud about the edge and then the cloud about the edge and then the cloud somewhere there could be applications somewhere there could be applications somewhere there could be applications running even at the uh like at the running even at the uh like at the running even at the uh like at the towers maybe even right uh closer to

towers maybe even right uh closer to towers maybe even right uh closer to whatever happened to that in in in 5G whatever happened to that in in in 5G whatever happened to that in in in 5G did you have any examples of anybody did you have any examples of anybody did you have any examples of anybody doing doing doing people dabbled in it yeah so the Telos people dabbled in it yeah so the Telos people dabbled in it yeah so the Telos the mobile operators relate to the party the mobile operators relate to the party the mobile operators relate to the party around Edge people like you who were around Edge people like you who were around Edge people like you who were doing Edge in a factory with a doing Edge in a factory with a doing Edge in a factory with a ruggedized little PC talking to machines ruggedized little PC talking to machines ruggedized little PC talking to machines you were early that's what the edge you were early that's what the edge you were early that's what the edge really was early on and so the mobile really was early on and so the mobile really was early on and so the mobile operators they're scrambling let's just operators they're scrambling let's just operators they're scrambling let's just call it what it is the call it what it is the call it what it is the marketers for Ericson and Nokia and marketers for Ericson and Nokia and marketers for Ericson and Nokia and everybody we like well wait a second everybody we like well wait a second everybody we like well wait a second what if we do Edge compute at the base what if we do Edge compute at the base what if we do Edge compute at the base St station like that little Shack at the St station like that little Shack at the St station like that little Shack at the bottom of the cell tower what if we put bottom of the cell tower what if we put bottom of the cell tower what if we put Edge compute there and so the latency Edge compute there and so the latency Edge compute there and so the latency from The Source wherever it is to there from The Source wherever it is to there from The Source wherever it is to there if you're using cellular is only if you're using cellular is only if you're using cellular is only whatever one millisecond or something whatever one millisecond or something whatever one millisecond or something like that versus waiting till you get like that versus waiting till you get like that versus waiting till you get all the way to your distant Cloud right all the way to your distant Cloud right all the way to your distant Cloud right yep yep and so there was a lot of talk yep yep and so there was a lot of talk yep yep and so there was a lot of talk and Verizon did stuff with maybe with and Verizon did stuff with maybe with and Verizon did stuff with maybe with AWS Outpost and some you know a bunch of AWS Outpost and some you know a bunch of AWS Outpost and some you know a bunch of people did collapse wavelength yeah I don't yeah I don't know and the biggest use case at least know and the biggest use case at least know and the biggest use case at least the first use case wasn't anything the first use case wasn't anything the first use case wasn't anything industrial or important it was gaming it multiplayer gaming and wanting gaming it multiplayer gaming and wanting faster pain times when you're playing a faster pain times when you're playing a faster pain times when you're playing a multiplayer game you know against people multiplayer game you know against people multiplayer game you know against people and so they said well if I'm just going and so they said well if I'm just going and so they said well if I'm just going to the edge and it's right here at the

to the edge and it's right here at the to the edge and it's right here at the you know out my window then it's going you know out my window then it's going you know out my window then it's going to be faster but what is the problem to be faster but what is the problem to be faster but what is the problem with the edge folks it with the edge folks it with the edge folks it sucks oh oh orchestration of the edge it sucks oh oh orchestration of the edge it sucks oh oh orchestration of the edge it means instead of All of Us video game means instead of All of Us video game means instead of All of Us video game players going to One Cloud what it means players going to One Cloud what it means players going to One Cloud what it means is all us video game players are going is all us video game players are going is all us video game players are going to thousands millions of little Edge to thousands millions of little Edge to thousands millions of little Edge locations and all those Edge locations locations and all those Edge locations locations and all those Edge locations have to be pushed out from Some central have to be pushed out from Some central have to be pushed out from Some central place updated and then they still have place updated and then they still have place updated and then they still have to talk do something to get to because to talk do something to get to because to talk do something to get to because my Edge is gonna be different than Jan's my Edge is gonna be different than Jan's my Edge is gonna be different than Jan's Edge yeah and it's actually way more Edge yeah and it's actually way more Edge yeah and it's actually way more complex than the cloud it's you haven't complex than the cloud it's you haven't complex than the cloud it's you haven't even gotten into pricing model what's it even gotten into pricing model what's it even gotten into pricing model what's it kind of how you gonna price something to kind of how you gonna price something to kind of how you gonna price something to a company that wants to do it yeah yeah a company that wants to do it yeah yeah a company that wants to do it yeah yeah so I so I I still believe you know Edge so I so I I still believe you know Edge so I so I I still believe you know Edge on the factory near the source of the on the factory near the source of the on the factory near the source of the machine makes sense but Edge and base machine makes sense but Edge and base machine makes sense but Edge and base stations that's tough yeah I don't think stations that's tough yeah I don't think stations that's tough yeah I don't think think it's worth the money that you'd think it's worth the money that you'd think it's worth the money that you'd have to spend and the complexity of the have to spend and the complexity of the have to spend and the complexity of the software to make it work is hard I don't software to make it work is hard I don't software to make it work is hard I don't think so either I don't think so either think so either I don't think so either think so either I don't think so either but it's just I was just interested but it's just I was just interested but it's just I was just interested because you talked about it that it was because you talked about it that it was because you talked about it that it was part of the standard and it'll be part of the standard and it'll be part of the standard and it'll be interesting to see if somebody done interesting to see if somebody done interesting to see if somebody done anything with it well you know I mean it anything with it well you know I mean it anything with it well you know I mean it goes back to the this willingness to goes back to the this willingness to goes back to the this willingness to think Beyond um the capability sets and think Beyond um the capability sets and think Beyond um the capability sets and then you know the services that you then you know the services that you then you know the services that you would offer with a a Mac right or mobile

would offer with a a Mac right or mobile would offer with a a Mac right or mobile um Ed um Ed um Ed Computing thing and when all of your Computing thing and when all of your Computing thing and when all of your stuff is let's say um down link focused stuff is let's say um down link focused stuff is let's say um down link focused and pushing stuff out well you already and pushing stuff out well you already and pushing stuff out well you already have CDN to do that so you know but you have CDN to do that so you know but you have CDN to do that so you know but you know this lack of focus know this lack of focus know this lack of focus on what is required for the on what is required for the on what is required for the other other other theoretical you know killer use cases if theoretical you know killer use cases if theoretical you know killer use cases if you're not going to make that you're not going to make that you're not going to make that fundamental change to you know also make fundamental change to you know also make fundamental change to you know also make things going up better things going up better things going up better um that that edge Computing model that um that that edge Computing model that um that that edge Computing model that opportunity just disappears right opportunity just disappears right opportunity just disappears right because and you know one of the things I because and you know one of the things I because and you know one of the things I brought up is it's the hype that gets brought up is it's the hype that gets brought up is it's the hype that gets everything wrong not the technology is everything wrong not the technology is everything wrong not the technology is you guys believed in all of these uh you guys believed in all of these uh you guys believed in all of these uh hypothetical killer use cases but you hypothetical killer use cases but you hypothetical killer use cases but you never thought through well what would never thought through well what would never thought through well what would have to change in the network and you have to change in the network and you have to change in the network and you haven't made the change in the network haven't made the change in the network haven't made the change in the network and so all this industrial stuff will and so all this industrial stuff will and so all this industrial stuff will probably not happen until the probably not happen until the probably not happen until the there's unless let's say 5G Advance there's unless let's say 5G Advance there's unless let's say 5G Advance actually drives a fundamental shift in actually drives a fundamental shift in actually drives a fundamental shift in the way we design certain networks right the way we design certain networks right the way we design certain networks right that are let's say Uplink dependent build a reverse dependent build a reverse CDN yeah oh and so if all your iot CDN yeah oh and so if all your iot CDN yeah oh and so if all your iot devices are on Prem and your skyscraper devices are on Prem and your skyscraper devices are on Prem and your skyscraper or your factory or your corporate campus or your factory or your corporate campus or your factory or your corporate campus or whatever and they're all up but maybe or whatever and they're all up but maybe or whatever and they're all up but maybe they all need to go up to an edge they all need to go up to an edge they all need to go up to an edge location that looks like a router or

location that looks like a router or location that looks like a router or something and then from there you've got something and then from there you've got something and then from there you've got symmetrical yeah highp speed 10 gbit symmetrical yeah highp speed 10 gbit symmetrical yeah highp speed 10 gbit circuit or something crazy Viber and all circuit or something crazy Viber and all circuit or something crazy Viber and all in the event you happen to be using one in the event you happen to be using one in the event you happen to be using one of the public clouds each one of them of the public clouds each one of them of the public clouds each one of them actually has they call them different actually has they call them different actually has they call them different things but they have a mechanism by things but they have a mechanism by things but they have a mechanism by which you can send a private network which you can send a private network which you can send a private network connection right into your Cloud connection right into your Cloud connection right into your Cloud environment instead of going over the environment instead of going over the environment instead of going over the open internet um again they all have open internet um again they all have open internet um again they all have different names um I think Azure was different names um I think Azure was different names um I think Azure was called Express I for AWS and Google have called Express I for AWS and Google have called Express I for AWS and Google have different names for theirs everybody's different names for theirs everybody's different names for theirs everybody's got one and so you you could always do got one and so you you could always do got one and so you you could always do that I suppose and so y I think you that I suppose and so y I think you that I suppose and so y I think you should get to work building a reverse should get to work building a reverse should get to work building a reverse CDN for just it's the problem the CDN for just it's the problem the CDN for just it's the problem the problem is to find that killer app and problem is to find that killer app and problem is to find that killer app and or or killer use case I I don't I'm not or or killer use case I I don't I'm not or or killer use case I I don't I'm not I'm not seeing it I'm not seeing the I'm not seeing it I'm not seeing the I'm not seeing it I'm not seeing the killer use case for but it's a it's an killer use case for but it's a it's an killer use case for but it's a it's an interesting technology I think if I was interesting technology I think if I was interesting technology I think if I was going to think about something and I going to think about something and I going to think about something and I wouldn't be doing it but the idea from a wouldn't be doing it but the idea from a wouldn't be doing it but the idea from a from an from a manufacturing perspective from an from a manufacturing perspective from an from a manufacturing perspective is there's tons of data that come so is there's tons of data that come so is there's tons of data that come so fast at you that you don't want to send fast at you that you don't want to send fast at you that you don't want to send up to the cloud because it it it's the up to the cloud because it it it's the up to the cloud because it it it's the results that are relevant not the actual results that are relevant not the actual results that are relevant not the actual data and and but the problem there is data and and but the problem there is data and and but the problem there is then I will probably still be paying for then I will probably still be paying for then I will probably still be paying for the data data transmission to the Tower the data data transmission to the Tower the data data transmission to the Tower and so it wouldn't benefit me not to and so it wouldn't benefit me not to and so it wouldn't benefit me not to send it all the way up to the cloud send it all the way up to the cloud send it all the way up to the cloud because I already paid for it um right because I already paid for it um right because I already paid for it um right but it could serve as let's say offload but it could serve as let's say offload but it could serve as let's say offload point right so let's say that needed

point right so let's say that needed point right so let's say that needed additional capacity that wasn't additional capacity that wasn't additional capacity that wasn't available and you could tap into and available and you could tap into and available and you could tap into and let's say that you have these Peaks let's say that you have these Peaks let's say that you have these Peaks right it could serve that function of uh right it could serve that function of uh right it could serve that function of uh you know being a source of uh you know you know being a source of uh you know you know being a source of uh you know offload compute I mean that's one offload compute I mean that's one offload compute I mean that's one example you know absolutely absolutely example you know absolutely absolutely example you know absolutely absolutely there's def the thing of course from my there's def the thing of course from my there's def the thing of course from my perspective that always hit me is that perspective that always hit me is that perspective that always hit me is that I'm not a fact Factory if I was one I'm not a fact Factory if I was one I'm not a fact Factory if I was one Factory and have I I could talk to Factory and have I I could talk to Factory and have I I could talk to Verizon and figure out how to do that Verizon and figure out how to do that Verizon and figure out how to do that that that would be easy right but I'm an that that would be easy right but I'm an that that would be easy right but I'm an oem so I have you know I got 50,000 oem so I have you know I got 50,000 oem so I have you know I got 50,000 customers all over the globe and so the customers all over the globe and so the customers all over the globe and so the the amount of vendors I would have to the amount of vendors I would have to the amount of vendors I would have to talk to to develop an application would talk to to develop an application would talk to to develop an application would be crazy yeah but I mean think about it be crazy yeah but I mean think about it be crazy yeah but I mean think about it in order to transmit all that data from in order to transmit all that data from in order to transmit all that data from the shop floor to that edge site you the shop floor to that edge site you the shop floor to that edge site you need a massive Uplink pipe need a massive Uplink pipe need a massive Uplink pipe right exactly and that's why latency and right exactly and that's why latency and right exactly and that's why latency and you're GNA do that with you're GNA do that with you're GNA do that with fiber that's why that's why that's why I fiber that's why that's why that's why I fiber that's why that's why that's why I move the edge to the actual equipment move the edge to the actual equipment move the edge to the actual equipment right like like like we have a we have right like like like we have a we have right like like like we have a we have we have a small Linux box right with we have a small Linux box right with we have a small Linux box right with some capability and we we'll collect some capability and we we'll collect some capability and we we'll collect some data there process it and send the some data there process it and send the some data there process it and send the results up right but we wouldn't results up right but we wouldn't results up right but we wouldn't wouldn't send all of it up at all wouldn't send all of it up at all wouldn't send all of it up at all wouldn't like vibration data it's crazy wouldn't like vibration data it's crazy wouldn't like vibration data it's crazy amount of data right but that's raw data amount of data right but that's raw data amount of data right but that's raw data is not relevant it's the results there is not relevant it's the results there is not relevant it's the results there are yeah stuff what do you think I know are yeah stuff what do you think I know are yeah stuff what do you think I know it's it takes me back to that 5G factory

it's it takes me back to that 5G factory it's it takes me back to that 5G factory tour that that I I took I guess was it tour that that I I took I guess was it tour that that I I took I guess was it was sometime in the spring yeah like was sometime in the spring yeah like was sometime in the spring yeah like three weeks months ago right is it I three weeks months ago right is it I three weeks months ago right is it I don't know it feels like it was forever don't know it feels like it was forever don't know it feels like it was forever ago but it but when we asked the hard ago but it but when we asked the hard ago but it but when we asked the hard questions about you know well are you questions about you know well are you questions about you know well are you using cellular in your factory using cellular in your factory using cellular in your factory and and in reality it was all just and and in reality it was all just and and in reality it was all just little small use cases nothing that's little small use cases nothing that's little small use cases nothing that's actually scaled or anything so and I actually scaled or anything so and I actually scaled or anything so and I mean that just goes to tell you when the mean that just goes to tell you when the mean that just goes to tell you when the equipment manufacturers aren't doing equipment manufacturers aren't doing equipment manufacturers aren't doing that in their own that in their own that in their own factories um and they're selling it and factories um and they're selling it and factories um and they're selling it and they're trying to sell that so it just they're trying to sell that so it just they're trying to sell that so it just it speaks for itself it's not there yet it speaks for itself it's not there yet it speaks for itself it's not there yet um it's not there for robotics it's not um it's not there for robotics it's not um it's not there for robotics it's not there I mean when you have a great fiber there I mean when you have a great fiber there I mean when you have a great fiber infrastructure you do not need 5G in infrastructure you do not need 5G in infrastructure you do not need 5G in your factory so I think it comes down to your factory so I think it comes down to your factory so I think it comes down to use cases and applicability if assets use cases and applicability if assets use cases and applicability if assets are moving and away from a structure are moving and away from a structure are moving and away from a structure that's sitting there yeah maybe then that's sitting there yeah maybe then that's sitting there yeah maybe then we'll start talking about some actual we'll start talking about some actual we'll start talking about some actual use cases where there's some fits but use cases where there's some fits but use cases where there's some fits but for a building that's just sitting for a building that's just sitting for a building that's just sitting there there there yeah it doesn't make sense also the yeah it doesn't make sense also the yeah it doesn't make sense also the people who run a factory let's go back people who run a factory let's go back people who run a factory let's go back to Yan to Yan to Yan here there's something else that flies here there's something else that flies here there's something else that flies in the face of all the stuff we're in the face of all the stuff we're in the face of all the stuff we're talking about and this has to do with talking about and this has to do with talking about and this has to do with Factory plant owners critical Factory plant owners critical Factory plant owners critical infrastructure all kinds of stuff that infrastructure all kinds of stuff that infrastructure all kinds of stuff that actually says actually says actually says data doesn't leave my data doesn't leave my data doesn't leave my factory um what they're still throwing

factory um what they're still throwing factory um what they're still throwing around the very old term air gapped yeah around the very old term air gapped yeah around the very old term air gapped yeah still talking about segmenting the stuff still talking about segmenting the stuff still talking about segmenting the stuff and so that discussion flies in the face and so that discussion flies in the face and so that discussion flies in the face of everything we are talking about right of everything we are talking about right of everything we are talking about right now it's getting less and less though I now it's getting less and less though I now it's getting less and less though I I think we have uh we have some of our I think we have uh we have some of our I think we have uh we have some of our you know like uh large shic accounts you know like uh large shic accounts you know like uh large shic accounts that's still there and of course we have that's still there and of course we have that's still there and of course we have all the infrastructure of customers like all the infrastructure of customers like all the infrastructure of customers like uh nuclear plants and all kind of stuff uh nuclear plants and all kind of stuff uh nuclear plants and all kind of stuff absolutely right um but but we're absolutely right um but but we're absolutely right um but but we're seeing that the the the the benefit seeing that the the the the benefit seeing that the the the the benefit overweighs the the issues with it so overweighs the the issues with it so overweighs the the issues with it so that the things we can do if we have the that the things we can do if we have the that the things we can do if we have the data that can help our customers are data that can help our customers are data that can help our customers are starting to kind of take over a little starting to kind of take over a little starting to kind of take over a little bit more um and so it becomes back to bit more um and so it becomes back to bit more um and so it becomes back to really a cyber security evaluation at really a cyber security evaluation at really a cyber security evaluation at that level where we have to kind of that level where we have to kind of that level where we have to kind of describe our infrastructure how we're describe our infrastructure how we're describe our infrastructure how we're protecting it and then uh we're a little protecting it and then uh we're a little protecting it and then uh we're a little bit in the in the more uh bit in the in the more uh bit in the in the more uh um we have we have better Advantage um we have we have better Advantage um we have we have better Advantage because if you look at what we're because if you look at what we're because if you look at what we're collecting typically it is uh it is uh collecting typically it is uh it is uh collecting typically it is uh it is uh uh like for example uh like for example uh like for example compressors we are collecting data about compressors we are collecting data about compressors we are collecting data about the compressors running delivering the compressors running delivering the compressors running delivering compressor to a to a manufacturing plant compressor to a to a manufacturing plant compressor to a to a manufacturing plant we're not on the packaging line we're we're not on the packaging line we're we're not on the packaging line we're not on on the uh on the supply lines not on on the uh on the supply lines not on on the uh on the supply lines we're not on the recipe system we the we're not on the recipe system we the we're not on the recipe system we the the data we're collecting is just how is the data we're collecting is just how is the data we're collecting is just how is the utility running that is compressed the utility running that is compressed the utility running that is compressed there so it's not any different than the

there so it's not any different than the there so it's not any different than the the uh uh uh Power Company is pulling the uh uh uh Power Company is pulling the uh uh uh Power Company is pulling data from the meter power meters back to data from the meter power meters back to data from the meter power meters back to them to understand how the electric them to understand how the electric them to understand how the electric electricity is right so I'm say I'm electricity is right so I'm say I'm electricity is right so I'm say I'm telling my telling my customers often telling my telling my customers often telling my telling my customers often enough that if the data you can use that enough that if the data you can use that enough that if the data you can use that we're collecting you can see what the we're collecting you can see what the we're collecting you can see what the what the shift schedule is you can see what the shift schedule is you can see what the shift schedule is you can see if the lights on in the factory but BAS if the lights on in the factory but BAS if the lights on in the factory but BAS basically that's it um so we're not basically that's it um so we're not basically that's it um so we're not going so so more important for customers going so so more important for customers going so so more important for customers is any of the devic that we put in can is any of the devic that we put in can is any of the devic that we put in can they be used as a gateway to get further they be used as a gateway to get further they be used as a gateway to get further into the system and that's the other into the system and that's the other into the system and that's the other part by by using cellular we're not part by by using cellular we're not part by by using cellular we're not connecting to the network at all um if connecting to the network at all um if connecting to the network at all um if if if the the first hacker I guess that if if the the first hacker I guess that if if the the first hacker I guess that can find a way to to through mod bus can find a way to to through mod bus can find a way to to through mod bus like serial mod bus penetrate back into like serial mod bus penetrate back into like serial mod bus penetrate back into the backend system of a customer the backend system of a customer the backend system of a customer uh he deserves all the praise that that uh he deserves all the praise that that uh he deserves all the praise that that you can give him if he can figure that you can give him if he can figure that you can give him if he can figure that out right so yeah but let me let me ask out right so yeah but let me let me ask out right so yeah but let me let me ask you guys this and you know so yeah you guys this and you know so yeah you guys this and you know so yeah there's a lot of talk about um you know there's a lot of talk about um you know there's a lot of talk about um you know unified name space and getting data out unified name space and getting data out unified name space and getting data out and the fact that you have data pretty and the fact that you have data pretty and the fact that you have data pretty much just solely egressing nothing much just solely egressing nothing much just solely egressing nothing really going into uh industrial really going into uh industrial really going into uh industrial environment uh what environment uh what environment uh what about what about uh attacks on that data about what about uh attacks on that data about what about uh attacks on that data that create that create that create misinformation right that Jack

misinformation right that Jack misinformation right that Jack everything up and then the controls and everything up and then the controls and everything up and then the controls and the orchestration that comes down are the orchestration that comes down are the orchestration that comes down are wrong has anybody do you guys hear wrong has anybody do you guys hear wrong has anybody do you guys hear anyone talking about that because anyone talking about that because anyone talking about that because everyone talks about how oh we have to everyone talks about how oh we have to everyone talks about how oh we have to have uh we have to have the separate have uh we have to have the separate have uh we have to have the separate cloud and we're going to throw all the cloud and we're going to throw all the cloud and we're going to throw all the crap out there so everyone can see it crap out there so everyone can see it crap out there so everyone can see it and then it's secure because we're not and then it's secure because we're not and then it's secure because we're not we're hardening these environments and we're hardening these environments and we're hardening these environments and there's there's there's only an egress of data nothing comes in only an egress of data nothing comes in only an egress of data nothing comes in to potentially compromise the the to potentially compromise the the to potentially compromise the the controls and operations of uh industrial controls and operations of uh industrial controls and operations of uh industrial environment I mean did you guys hear environment I mean did you guys hear environment I mean did you guys hear anyone talk about the risks of having uh anyone talk about the risks of having uh anyone talk about the risks of having uh you know that you know that you know that data being compromised and Fe fed back data being compromised and Fe fed back data being compromised and Fe fed back in in spreading yeah so I would say a in in spreading yeah so I would say a in in spreading yeah so I would say a lot of solutions are read only if it's lot of solutions are read only if it's lot of solutions are read only if it's an oem right I'm Point D system we're an oem right I'm Point D system we're an oem right I'm Point D system we're just reading we're not writing anything just reading we're not writing anything just reading we're not writing anything back if we are writing anything back to back if we are writing anything back to back if we are writing anything back to to a customer system we're putting a to a customer system we're putting a to a customer system we're putting a computer there that's like a like a computer there that's like a like a computer there that's like a like a master controller or something like that master controller or something like that master controller or something like that right but we're not from a cloud writing right but we're not from a cloud writing right but we're not from a cloud writing anything back anything back anything back um no but what about your Cloud getting um no but what about your Cloud getting um no but what about your Cloud getting compromised yeah so so the it well we compromised yeah so so the it well we compromised yeah so so the it well we the data that we're that we're utilizing the data that we're that we're utilizing the data that we're that we're utilizing is is is basically identifying what we is is is basically identifying what we is is is basically identifying what we call insights so if we can if if we can call insights so if we can if if we can call insights so if we can if if we can see that yeah exactly insights if we can

see that yeah exactly insights if we can see that yeah exactly insights if we can see that uh something is going to happen see that uh something is going to happen see that uh something is going to happen to the machine within the next 30 days to the machine within the next 30 days to the machine within the next 30 days that could be a catastrophic breakdown that could be a catastrophic breakdown that could be a catastrophic breakdown or be uh uh you know the machine just or be uh uh you know the machine just or be uh uh you know the machine just going to stop working because it's going going to stop working because it's going going to stop working because it's going to go in a state that we already know is to go in a state that we already know is to go in a state that we already know is a known State um so we're using that a known State um so we're using that a known State um so we're using that data in order to predict that with with data in order to predict that with with data in order to predict that with with uh machine learning Etc and and we are uh machine learning Etc and and we are uh machine learning Etc and and we are doing a lot there from a data cleaning doing a lot there from a data cleaning doing a lot there from a data cleaning cleansing perspective to make sure that cleansing perspective to make sure that cleansing perspective to make sure that the data that goes into the model is the data that goes into the model is the data that goes into the model is reliable so if we find if somebody is reliable so if we find if somebody is reliable so if we find if somebody is messing with that data first of all if messing with that data first of all if messing with that data first of all if they mess with one machine we're doing they mess with one machine we're doing they mess with one machine we're doing machine learning models around thousands machine learning models around thousands machine learning models around thousands of right so there'll be a you know a of right so there'll be a you know a of right so there'll be a you know a minor blimp in that in that minor blimp in that in that minor blimp in that in that information but and and I again it's information but and and I again it's information but and and I again it's also something about Focus also something about Focus also something about Focus if we got hackers they're going to find if we got hackers they're going to find if we got hackers they're going to find the right Focus that has an impact going the right Focus that has an impact going the right Focus that has an impact going to an oem and messing with their data to an oem and messing with their data to an oem and messing with their data that's generating some information back that's generating some information back that's generating some information back in the portal to our customers I think in the portal to our customers I think in the portal to our customers I think there's no real value in that uh it's there's no real value in that uh it's there's no real value in that uh it's not something you can make money off of not something you can make money off of not something you can make money off of sure um you can make a little bit of sure um you can make a little bit of sure um you can make a little bit of disruption but it will hit so very few disruption but it will hit so very few disruption but it will hit so very few um so I again it's also a part of Focus um so I again it's also a part of Focus um so I again it's also a part of Focus right where do we think right where do we think right where do we think hackers will really go in so if if they hackers will really go in so if if they hackers will really go in so if if they if they can penetrate an a Linux device if they can penetrate an a Linux device if they can penetrate an a Linux device sitting at at a nuclear plant somehow sitting at at a nuclear plant somehow sitting at at a nuclear plant somehow right that's that's something that could right that's that's something that could right that's that's something that could be interesting right um and when you're be interesting right um and when you're be interesting right um and when you're looking at the activity around changing

looking at the activity around changing looking at the activity around changing data uh you saw the whole um the whole data uh you saw the whole um the whole data uh you saw the whole um the whole uh issue with with ran nuclear power PL uh issue with with ran nuclear power PL uh issue with with ran nuclear power PL right they were changing set points in right they were changing set points in right they were changing set points in order to make the plans run differently order to make the plans run differently order to make the plans run differently uh and and so that's where you will find uh and and so that's where you will find uh and and so that's where you will find you know areas of General utility like you know areas of General utility like you know areas of General utility like electricity water if you can go in there electricity water if you can go in there electricity water if you can go in there and change something so that you can and change something so that you can and change something so that you can stop the water or you can set the stop the water or you can set the stop the water or you can set the temperature up to too high or whatever temperature up to too high or whatever temperature up to too high or whatever it is right that that's where where it is right that that's where where it is right that that's where where somebody that's not making money off of somebody that's not making money off of somebody that's not making money off of but just trying to disrupt that's like but just trying to disrupt that's like but just trying to disrupt that's like like nation state kind of hacking right like nation state kind of hacking right like nation state kind of hacking right that's what they're going to focus on that's what they're going to focus on that's what they're going to focus on that they're not going to go into oems that they're not going to go into oems that they're not going to go into oems but they're going to find some key but they're going to find some key but they're going to find some key critical infrastructures large customers critical infrastructures large customers critical infrastructures large customers large manufacturers that for some reason large manufacturers that for some reason large manufacturers that for some reason the the corporation has upset the the the corporation has upset the the the corporation has upset the country or whatever they're going to go country or whatever they're going to go country or whatever they're going to go find ways to go in and disrupt something find ways to go in and disrupt something find ways to go in and disrupt something that they're doing um but but you're that they're doing um but but you're that they're doing um but but you're you're right there's there's there's you're right there's there's there's you're right there's there's there's some areas there that uh companies that some areas there that uh companies that some areas there that uh companies that knows that they're in the focus area knows that they're in the focus area knows that they're in the focus area they got to think about yeah no and I'm they got to think about yeah no and I'm they got to think about yeah no and I'm not picking on vendors I I'm also just not picking on vendors I I'm also just not picking on vendors I I'm also just I'm just asking the I'm just asking the I'm just asking the question um and I guess against this question um and I guess against this question um and I guess against this broader are thinking that everything broader are thinking that everything broader are thinking that everything needs to go to the cloud we still hear needs to go to the cloud we still hear needs to go to the cloud we still hear that right so I don't know I mean Rob I that right so I don't know I mean Rob I that right so I don't know I mean Rob I I'd love your perspective on this I'd love your perspective on this I'd love your perspective on this because you know with your new role you because you know with your new role you because you know with your new role you don't talk about iot anymore you talk don't talk about iot anymore you talk don't talk about iot anymore you talk about the edge and the cloud and um

about the edge and the cloud and um about the edge and the cloud and um sorry I wasn't paying attention I was sorry I wasn't paying attention I was sorry I wasn't paying attention I was just buying some stock but whatever no I just buying some stock but whatever no I just buying some stock but whatever no I really I really was actually I knew you really I really was actually I knew you really I really was actually I knew you were doing something there's a were doing something there's a were doing something there's a particular stock that we all know that's particular stock that we all know that's particular stock that we all know that's really low these days and so I was like really low these days and so I was like really low these days and so I was like you know what maybe it's time to back up you know what maybe it's time to back up you know what maybe it's time to back up the truck a little bit and pick up some the truck a little bit and pick up some the truck a little bit and pick up some I don't know I think there's a stock I don't know I think there's a stock I don't know I think there's a stock that's down around 20 or $21 a share um that's down around 20 or $21 a share um that's down around 20 or $21 a share um that's been that's been beaten up a that's been that's been beaten up a that's been that's been beaten up a little bit you know and so you know if little bit you know and so you know if little bit you know and so you know if you're a follower of like you know value you're a follower of like you know value you're a follower of like you know value investing like waren Buffett or Paul investing like waren Buffett or Paul investing like waren Buffett or Paul Graham or any of those guys you're Graham or any of those guys you're Graham or any of those guys you're looking for a company that's on sale looking for a company that's on sale looking for a company that's on sale yeah okay there's particular company I yeah okay there's particular company I yeah okay there's particular company I won't say any names that we all know won't say any names that we all know won't say any names that we all know about that's onale big time right about that's onale big time right about that's onale big time right now it's not Nvidia oh man Nidia is bigger than most Nvidia oh man Nidia is bigger than most uh most Nations yeah it is you're right uh most Nations yeah it is you're right uh most Nations yeah it is you're right not Insanity inan exactly and so as not Insanity inan exactly and so as not Insanity inan exactly and so as Leonard often reminds you you know this Leonard often reminds you you know this Leonard often reminds you you know this app this shows for entertainment app this shows for entertainment app this shows for entertainment purposes only do not so unfortunately purposes only do not so unfortunately purposes only do not so unfortunately this is not live you know like people this is not live you know like people this is not live you know like people are not watching this live but if they are not watching this live but if they are not watching this live but if they were they would be doing a little were they would be doing a little were they would be doing a little research like we are what what did he research like we are what what did he research like we are what what did he just buy for2 unfortunately Rob you're not in for2 unfortunately Rob you're not in Congress so we can't track what it is Congress so we can't track what it is Congress so we can't track what it is you buy

you buy you buy yeah are yeah take us are you talking yeah are yeah take us are you talking yeah are yeah take us are you talking about the people who followed the Nancy about the people who followed the Nancy about the people who followed the Nancy Pelosi yeah exactly Pelosi yeah exactly Pelosi yeah exactly ex that's so ridiculous it's funny it is ex that's so ridiculous it's funny it is ex that's so ridiculous it's funny it is funny beating the market it's not funny funny beating the market it's not funny funny beating the market it's not funny when it's real and it does H it beats when it's real and it does H it beats when it's real and it does H it beats the market I don't know how she gets the market I don't know how she gets the market I don't know how she gets this information that helps her both this information that helps her both this information that helps her both sides of the aisle are getting rich and sides of the aisle are getting rich and sides of the aisle are getting rich and we're just sitting back but what about we're just sitting back but what about we're just sitting back but what about our stock tips we need those St yeah wow okay Edge Cloud yes St yeah wow okay Edge Cloud yes sovereignty data blah blah blah data sovereignty data blah blah blah data sovereignty data blah blah blah data being compromised data bad data coming being compromised data bad data coming being compromised data bad data coming in from the hackers you know are they in from the hackers you know are they in from the hackers you know are they more focused on in disrupting the actual more focused on in disrupting the actual more focused on in disrupting the actual actions of the software code or are they actions of the software code or are they actions of the software code or are they putting data in that causes a new output putting data in that causes a new output putting data in that causes a new output or alert or something that's causing or alert or something that's causing or alert or something that's causing some kind of disruption to um a business some kind of disruption to um a business some kind of disruption to um a business or an industry yeah Factory you know we or an industry yeah Factory you know we or an industry yeah Factory you know we always used to think of cyber security always used to think of cyber security always used to think of cyber security as this afterthought and now it really as this afterthought and now it really as this afterthought and now it really has to be front Center and I know we've has to be front Center and I know we've has to be front Center and I know we've said it needs to be front center for a said it needs to be front center for a said it needs to be front center for a long time and no one ever does it long time and no one ever does it long time and no one ever does it but everybody's just getting hacked to but everybody's just getting hacked to but everybody's just getting hacked to death now you know industry 40 digital death now you know industry 40 digital death now you know industry 40 digital transformation all these cool things we transformation all these cool things we transformation all these cool things we talk about all those megatrends can be talk about all those megatrends can be talk about all those megatrends can be shot in the head and killed instantly by

shot in the head and killed instantly by shot in the head and killed instantly by cyber security problems by cyber security problems by cyber security problems by hackers so all your cool plans of how hackers so all your cool plans of how hackers so all your cool plans of how you're going to transform your business you're going to transform your business you're going to transform your business or your Manufacturing will all die if or your Manufacturing will all die if or your Manufacturing will all die if you are not taking care of you are not taking care of you are not taking care of security it's true to scare people yes security it's true to scare people yes security it's true to scare people yes yes we're trying to scare people so I yes we're trying to scare people so I yes we're trying to scare people so I was thinking about something and I know was thinking about something and I know was thinking about something and I know you took the a off of a iot but uh uh you took the a off of a iot but uh uh you took the a off of a iot but uh uh you know how they have the uh denial of you know how they have the uh denial of you know how they have the uh denial of service attacks yeah how about you know service attacks yeah how about you know service attacks yeah how about you know generative AI they have not denial of generative AI they have not denial of generative AI they have not denial of service but really populating wrong data service but really populating wrong data service but really populating wrong data yes the learning engine that's right yes yes the learning engine that's right yes yes the learning engine that's right yes I don't know how heck will do that but I don't know how heck will do that but I don't know how heck will do that but but I can see opportunities for it I've but I can see opportunities for it I've but I can see opportunities for it I've heard the term a while back called Data heard the term a while back called Data heard the term a while back called Data poisoning where the DAT go the data that poisoning where the DAT go the data that poisoning where the DAT go the data that goes into the model being trained is is goes into the model being trained is is goes into the model being trained is is bad data and it's and it's pushed in bad data and it's and it's pushed in bad data and it's and it's pushed in there into the whatever the model the there into the whatever the model the there into the whatever the model the llm the whatever and and so it's just llm the whatever and and so it's just llm the whatever and and so it's just buried deep inside with all this other buried deep inside with all this other buried deep inside with all this other stuff and nobody knows it and so then stuff and nobody knows it and so then stuff and nobody knows it and so then you're right chat gbt tells you you're right chat gbt tells you you're right chat gbt tells you something crazy and you believe something crazy and you believe something crazy and you believe it yeah it yeah it yeah yeah yeah there's yeah yeah there's yeah yeah there's that if another way I'd like to scare that if another way I'd like to scare that if another way I'd like to scare people around cyber security is to bring people around cyber security is to bring people around cyber security is to bring Bill Pew on stage Super Mario Super Bill Pew on stage Super Mario Super Bill Pew on stage Super Mario Super Mario let's go baby let's go because Mario let's go baby let's go because Mario let's go baby let's go because he's scary Mr cyber security you know

he's scary Mr cyber security you know he's scary Mr cyber security you know you're all going to die or the scariest you're all going to die or the scariest you're all going to die or the scariest cyber security thing I saw recently was cyber security thing I saw recently was cyber security thing I saw recently was when I went into Costco and they already when I went into Costco and they already when I went into Costco and they already have Halloween stuff out ready showing have Halloween stuff out ready showing have Halloween stuff out ready showing off you know and so that was scary well off you know and so that was scary well off you know and so that was scary well wait a minute the one the one over here wait a minute the one the one over here wait a minute the one the one over here where we're at literally has Halloween where we're at literally has Halloween where we're at literally has Halloween Thanksgiving and Christmas stuff at the Thanksgiving and Christmas stuff at the Thanksgiving and Christmas stuff at the same same same time that's messed up we want your damn time that's messed up we want your damn time that's messed up we want your damn money yeah yeah you know you're right money yeah yeah you know you're right money yeah yeah you know you're right the executives got together in a war the executives got together in a war the executives got together in a war room going our earnings are going to room going our earnings are going to room going our earnings are going to suck next quarter what do we to do and suck next quarter what do we to do and suck next quarter what do we to do and it's like push everything Halloween it's like push everything Halloween it's like push everything Halloween Thanksgiving Christmas right now all of Thanksgiving Christmas right now all of Thanksgiving Christmas right now all of it in there do it yeah you know what it in there do it yeah you know what it in there do it yeah you know what it's like 5G right everyone said hey it's like 5G right everyone said hey it's like 5G right everyone said hey you're G to get all these features like you're G to get all these features like you're G to get all these features like day one in 20 you know 2020 and then day one in 20 you know 2020 and then day one in 20 you know 2020 and then yeah yeah it's like dude you're get yeah yeah yeah it's like dude you're get yeah yeah yeah it's like dude you're get yeah yeah on the back end it doesn't yeah on the back end it doesn't yeah on the back end it doesn't work right on any end it doesn't work work right on any end it doesn't work work right on any end it doesn't work yeah not so much not so much how are yeah not so much not so much how are yeah not so much not so much how are things in Dripping things in Dripping things in Dripping Springs uh you know what it it actually Springs uh you know what it it actually Springs uh you know what it it actually the weather's the weather's the weather's nice the weather is really I mean oh in nice the weather is really I mean oh in nice the weather is really I mean oh in the morning maybe yeah yeah and then I the morning maybe yeah yeah and then I the morning maybe yeah yeah and then I mean but like it was 104 degrees but the mean but like it was 104 degrees but the mean but like it was 104 degrees but the humidity was like humidity was like humidity was like 48 huh like Arizona heat like 48 huh like Arizona heat like 48 huh like Arizona heat like Arizona yeah I like that that's W that's

Arizona yeah I like that that's W that's Arizona yeah I like that that's W that's crazy I can appreciate that yeah yeah crazy I can appreciate that yeah yeah crazy I can appreciate that yeah yeah yeah I know I yeah I post stuff like oh yeah I know I yeah I post stuff like oh yeah I know I yeah I post stuff like oh it's 58 degrees in Seattle right now in it's 58 degrees in Seattle right now in it's 58 degrees in Seattle right now in August you know and then everybody in August you know and then everybody in August you know and then everybody in Texas Dallas is 106 you know Houston's Texas Dallas is 106 you know Houston's Texas Dallas is 106 you know Houston's 103 and then there's the whatever the 103 and then there's the whatever the 103 and then there's the whatever the feels like or whatever temperature feels like or whatever temperature feels like or whatever temperature because of the humidity that Houston has because of the humidity that Houston has because of the humidity that Houston has you know and it's Dallas has a little you know and it's Dallas has a little you know and it's Dallas has a little bit too and it's like oh it feels like bit too and it's like oh it feels like bit too and it's like oh it feels like 115 you 115 you 115 you know yeah it was 106 yesterday in um know yeah it was 106 yesterday in um know yeah it was 106 yesterday in um forny Texas right outside of Dallas okay forny Texas right outside of Dallas okay forny Texas right outside of Dallas okay yeah but it was it was nice this morning yeah but it was it was nice this morning yeah but it was it was nice this morning out in the Hill Country yeah it was I out in the Hill Country yeah it was I out in the Hill Country yeah it was I mean I'm still wearing my sweatshirt mean I'm still wearing my sweatshirt mean I'm still wearing my sweatshirt from after dropping the kid off in from after dropping the kid off in from after dropping the kid off in fredburg so yeah weird wow you know what fredburg so yeah weird wow you know what fredburg so yeah weird wow you know what you don't know she's in her Tahoe with you don't know she's in her Tahoe with you don't know she's in her Tahoe with the AC the AC the AC cranked cranked cranked and and my heater on and my heater on on and and my heater on and my heater on on and and my heater on and my heater on on my back because I'm old so same time as my back because I'm old so same time as my back because I'm old so same time as blessing here heated seats on the back blessing here heated seats on the back blessing here heated seats on the back you know creating the illusion that it's you know creating the illusion that it's you know creating the illusion that it's wonderful outside yeah I love that wonderful outside yeah I love that wonderful outside yeah I love that that's great typical typical Texan yeah that's great typical typical Texan yeah that's great typical typical Texan yeah I was excited to see unrelated to Tech I was excited to see unrelated to Tech I was excited to see unrelated to Tech how the William Chris Winery out there how the William Chris Winery out there how the William Chris Winery out there um out on 290 out y'all's way got some um out on 290 out y'all's way got some um out on 290 out y'all's way got some good Awards like globally recognized who good Awards like globally recognized who good Awards like globally recognized who knew that they were a top you know

knew that they were a top you know knew that they were a top you know amongst the top what was it 25 in wine producers was like in frur Texas that's producers was like in frur Texas that's wild what is the name of the little wild what is the name of the little wild what is the name of the little town St it's Stonewall and then is it town St it's Stonewall and then is it town St it's Stonewall and then is it high or hi yeah h y yeah hi yeah wow not high or hi yeah h y yeah hi yeah wow not high or hi yeah h y yeah hi yeah wow not far from Bill he's Clos wineries Bill far from Bill he's Clos wineries Bill far from Bill he's Clos wineries Bill Comes This Way Stephanie goes that way Comes This Way Stephanie goes that way Comes This Way Stephanie goes that way and we meet in the and we meet in the and we meet in the middle under the Georgia Pines oh no no middle under the Georgia Pines oh no no middle under the Georgia Pines oh no no it's I was thinking of song trying to it's I was thinking of song trying to it's I was thinking of song trying to think of that song I love that song um think of that song I love that song um think of that song I love that song um yeah no it's pretty cool it's pretty yeah no it's pretty cool it's pretty yeah no it's pretty cool it's pretty cool it's good to see you know you know cool it's good to see you know you know cool it's good to see you know you know because obviously I did lots of bashing because obviously I did lots of bashing because obviously I did lots of bashing a long time ago of Texas Wineries a long time ago of Texas Wineries a long time ago of Texas Wineries getting all their juice from Pasa getting all their juice from Pasa getting all their juice from Pasa robbles and Napa and stuff like that and robbles and Napa and stuff like that and robbles and Napa and stuff like that and then some of them are getting it from then some of them are getting it from then some of them are getting it from the you know Lano esticado region which the you know Lano esticado region which the you know Lano esticado region which is up there in the Texas pan handle is up there in the Texas pan handle is up there in the Texas pan handle higher elevation a little cooler but y higher elevation a little cooler but y higher elevation a little cooler but y William Chris is growing that stuff in William Chris is growing that stuff in William Chris is growing that stuff in the Hill Country and you know when I've the Hill Country and you know when I've the Hill Country and you know when I've had discussions about doing that at our had discussions about doing that at our had discussions about doing that at our Ranch which is about 20 or 30 miles from Ranch which is about 20 or 30 miles from Ranch which is about 20 or 30 miles from there the first feedback I get was oh there the first feedback I get was oh there the first feedback I get was oh all the deer are going to eat your all the deer are going to eat your all the deer are going to eat your grapes and the soil is very different grapes and the soil is very different grapes and the soil is very different there yeah fburg has that um red they there yeah fburg has that um red they there yeah fburg has that um red they have that red dirt that red soil in in have that red dirt that red soil in in have that red dirt that red soil in in spe it's a lot softer um where you are

spe it's a lot softer um where you are spe it's a lot softer um where you are the Rock Springs Ranch is hardcore we the Rock Springs Ranch is hardcore we the Rock Springs Ranch is hardcore we are lots of limestone which is a lot of are lots of limestone which is a lot of are lots of limestone which is a lot of stuff you see in France and I think stuff you see in France and I think stuff you see in France and I think limestone's great for for wine um I limestone's great for for wine um I limestone's great for for wine um I remember my grandfather used to say if remember my grandfather used to say if remember my grandfather used to say if rocks were worth money you know we'd be rocks were worth money you know we'd be rocks were worth money you know we'd be billionaires but sadly oh well um but billionaires but sadly oh well um but billionaires but sadly oh well um but yeah maybe that maybe that could help yeah maybe that maybe that could help yeah maybe that maybe that could help but yes you gotta and you know what I've but yes you gotta and you know what I've but yes you gotta and you know what I've also been told and I'm a and then I'll also been told and I'm a and then I'll also been told and I'm a and then I'll stop boring our audience here with wine stop boring our audience here with wine stop boring our audience here with wine stuff in the Hill Country but in stuff in the Hill Country but in stuff in the Hill Country but in addition to maybe building a big deer addition to maybe building a big deer addition to maybe building a big deer fence around your fence around your fence around your Vineyard I was told that wild boes or Vineyard I was told that wild boes or Vineyard I was told that wild boes or wild hogs you have to protect your stuff wild hogs you have to protect your stuff wild hogs you have to protect your stuff from those guys too are you guys seeing from those guys too are you guys seeing from those guys too are you guys seeing those all over the those all over the those all over the place no I'm not not where I'm at they place no I'm not not where I'm at they place no I'm not not where I'm at they are yeah we've got them B in Bandera and are yeah we've got them B in Bandera and are yeah we've got them B in Bandera and they're starting they come in um under they're starting they come in um under they're starting they come in um under the fences they dig and then there's the fences they dig and then there's the fences they dig and then there's usually lots of babies and they come in usually lots of babies and they come in usually lots of babies and they come in and they root in the ground and so my and they root in the ground and so my and they root in the ground and so my husb is a a wildlife biologist so he husb is a a wildlife biologist so he husb is a a wildlife biologist so he talks about the erosion of the land as a talks about the erosion of the land as a talks about the erosion of the land as a result of cuz you know they're like cats result of cuz you know they're like cats result of cuz you know they're like cats they when they they when they they when they have Offspring there's 20 yeah 20 of have Offspring there's 20 yeah 20 of have Offspring there's 20 yeah 20 of them so it's I hear that this is a them so it's I hear that this is a them so it's I hear that this is a actual problem in Texas yeah that is why actual problem in Texas yeah that is why actual problem in Texas yeah that is why Texas Wildlife actually allows the Texas Wildlife actually allows the Texas Wildlife actually allows the shooting of hogs out of helicopters shooting of hogs out of helicopters shooting of hogs out of helicopters because that's how many there are that's because that's how many there are that's because that's how many there are that's what I was thinking if we knew somebody

what I was thinking if we knew somebody what I was thinking if we knew somebody who flew a helicopter who flew a helicopter who flew a helicopter and had like you know Minun hanging out and had like you know Minun hanging out and had like you know Minun hanging out their both sides just all they do all their both sides just all they do all their both sides just all they do all day is fly around shooting those wild B day is fly around shooting those wild B day is fly around shooting those wild B good are they the ones with the tusks good are they the ones with the tusks good are they the ones with the tusks Chris doesn't want to be associated with Chris doesn't want to be associated with Chris doesn't want to be associated with any of that he's like no one knows how any of that he's like no one knows how any of that he's like no one knows how to shoot he goes they are not shooting to shoot he goes they are not shooting to shoot he goes they are not shooting my rotor blades that's my rotor blades that's my rotor blades that's $20,000 not having it okay only good $20,000 not having it okay only good $20,000 not having it okay only good friend only good friends have done that friend only good friends have done that friend only good friends have done that okay yeah all right well back to Tech so okay yeah all right well back to Tech so okay yeah all right well back to Tech so sorry folks sorry folks sorry folks back to 5G Cloud Edge Footers oh what back to 5G Cloud Edge Footers oh what back to 5G Cloud Edge Footers oh what that's not real that's not real that's not real 5G that's opposed to things that are 5G that's opposed to things that are 5G that's opposed to things that are real yeah so real yeah so real yeah so sorry Yan what what have you been up to sorry Yan what what have you been up to sorry Yan what what have you been up to lately we haven't seen you in a while so lately we haven't seen you in a while so lately we haven't seen you in a while so I know I know I'm uh yeah what have I I know I know I'm uh yeah what have I I know I know I'm uh yeah what have I been up to uh you know sometimes just been up to uh you know sometimes just been up to uh you know sometimes just meetings have in the same slot that I meetings have in the same slot that I meetings have in the same slot that I can't avoid but uh we've been uh we've can't avoid but uh we've been uh we've can't avoid but uh we've been uh we've been doing some uh uh like development been doing some uh uh like development been doing some uh uh like development uh planning strategy workshops and I've uh planning strategy workshops and I've uh planning strategy workshops and I've been running a couple workshops um and been running a couple workshops um and been running a couple workshops um and so a lot of work on planning and so a lot of work on planning and so a lot of work on planning and executing them so maybe that's what I've executing them so maybe that's what I've executing them so maybe that's what I've been been taking my time away from this been been taking my time away from this been been taking my time away from this fun group here so fun group here so fun group here so um but uh yeah I mean there's some small um but uh yeah I mean there's some small um but uh yeah I mean there's some small changes I can see it I don't know if changes I can see it I don't know if changes I can see it I don't know if it's uh Rob with his new role been you it's uh Rob with his new role been you it's uh Rob with his new role been you know dressed up a little bit more than know dressed up a little bit more than know dressed up a little bit more than from last oh yeah yeah yeah he's less from last oh yeah yeah yeah he's less from last oh yeah yeah yeah he's less yeah he he stepped up his game I see a

yeah he he stepped up his game I see a yeah he he stepped up his game I see a little fancy going on with that haircut little fancy going on with that haircut little fancy going on with that haircut yeah haircut I think it was a mistake know Rob to wear his hair a mistake know Rob to wear his hair a little long so he's probably he probably little long so he's probably he probably little long so he's probably he probably walked away from that cut and was like walked away from that cut and was like walked away from that cut and was like man they man they man they Cho right it really hit hard when I was Cho right it really hit hard when I was Cho right it really hit hard when I was at the Foo Fighters and you know Dave at the Foo Fighters and you know Dave at the Foo Fighters and you know Dave BRS got his long like oh I was heading BRS got his long like oh I was heading BRS got his long like oh I was heading in that direction yeah oh man but yeah yeah one direction yeah oh man but yeah yeah one of the things that we're we're now of the things that we're we're now of the things that we're we're now looking at really is uh is taking what looking at really is uh is taking what looking at really is uh is taking what we're doing to the next step which is we're doing to the next step which is we're doing to the next step which is meaning really make a uh a customer meaning really make a uh a customer meaning really make a uh a customer experience a digital transformation of experience a digital transformation of experience a digital transformation of our how we interact with our customers our how we interact with our customers our how we interact with our customers so that our customers actually get not so that our customers actually get not so that our customers actually get not just iot data but the entire experience just iot data but the entire experience just iot data but the entire experience about their assets of all the things about their assets of all the things about their assets of all the things we're trying to do with it so uh um so we're trying to do with it so uh um so we're trying to do with it so uh um so that takes a lot of time right now just that takes a lot of time right now just that takes a lot of time right now just to kind of develop that strategy uh and to kind of develop that strategy uh and to kind of develop that strategy uh and figure out how do we make it so that figure out how do we make it so that figure out how do we make it so that we're not like the typical manufacturing we're not like the typical manufacturing we're not like the typical manufacturing company that just you know shows a company that just you know shows a company that just you know shows a skater type screen to a a a millennial skater type screen to a a a millennial skater type screen to a a a millennial or gen C that's not used to that I mean or gen C that's not used to that I mean or gen C that's not used to that I mean that's just that we need to be more that's just that we need to be more that's just that we need to be more modern more focused on mobile modern more focused on mobile modern more focused on mobile experiences and really really nice and experiences and really really nice and experiences and really really nice and clean and and modern experiences uh for clean and and modern experiences uh for clean and and modern experiences uh for uh other customers as well it's all uh other customers as well it's all uh other customers as well it's all about that uh dashboard right bill about that uh dashboard right bill about that uh dashboard right bill that's right operational dashboard not that's right operational dashboard not that's right operational dashboard not about the dashboard anymore it's it's

about the dashboard anymore it's it's about the dashboard anymore it's it's it's more like mobile the mobile yeah it's more like mobile the mobile yeah it's more like mobile the mobile yeah it's more actionable I mean if I if I it's more actionable I mean if I if I it's more actionable I mean if I if I can't do anything then I don't care can't do anything then I don't care can't do anything then I don't care about it right I heard actionable I about it right I heard actionable I about it right I heard actionable I heard I'm all about I put those together heard I'm all about I put those together heard I'm all about I put those together and I get our national treasur Maron and I get our national treasur Maron and I get our national treasur Maron Lynch he would always say I'm all about Lynch he would always say I'm all about Lynch he would always say I'm all about that action bro yeah that's it we don't that action bro yeah that's it we don't that action bro yeah that's it we don't want to we don't want to see reports we want to we don't want to see reports we want to we don't want to see reports we want someone to tell us what's going on want someone to tell us what's going on want someone to tell us what's going on if there's an issue a problem something if there's an issue a problem something if there's an issue a problem something I got something I got to do that's thean I got something I got to do that's thean I got something I got to do that's thean how do I easily then fix it right how do how do I easily then fix it right how do how do I easily then fix it right how do I go do it we we termed operational I go do it we we termed operational I go do it we we termed operational dashboards in place of digital twins dashboards in place of digital twins dashboards in place of digital twins because I'm sick and effing tired of because I'm sick and effing tired of because I'm sick and effing tired of everyone having a digital everyone having a digital everyone having a digital twin and they don't know what the hell twin and they don't know what the hell twin and they don't know what the hell to do with it yeah well you know we had to do with it yeah well you know we had to do with it yeah well you know we had an an an interesting discussion um or at least interesting discussion um or at least interesting discussion um or at least the point of digital tune was discussed the point of digital tune was discussed the point of digital tune was discussed as it relates to the 6G as it relates to the 6G as it relates to the 6G and 5G Network oh my gosh and it was and 5G Network oh my gosh and it was and 5G Network oh my gosh and it was interesting because maybe they should interesting because maybe they should interesting because maybe they should these everybody should just watch I you these everybody should just watch I you these everybody should just watch I you know iot coffee talk cuz we already know iot coffee talk cuz we already know iot coffee talk cuz we already hashed this stuff out long time ago and hashed this stuff out long time ago and hashed this stuff out long time ago and I agree with the point of view and it I agree with the point of view and it I agree with the point of view and it cont it contradicts or it's it's a cont it contradicts or it's it's a cont it contradicts or it's it's a little bit let's say counter to what uh little bit let's say counter to what uh little bit let's say counter to what uh Michael Greaves has posited um but it's Michael Greaves has posited um but it's Michael Greaves has posited um but it's more aligned with you know what we've more aligned with you know what we've more aligned with you know what we've talked about on iot Cofe talk which is talked about on iot Cofe talk which is talked about on iot Cofe talk which is is the digital twin is a mirror it's not

is the digital twin is a mirror it's not is the digital twin is a mirror it's not a photograph right and most people are a photograph right and most people are a photograph right and most people are calling the digital calling the digital calling the digital twin the mirror plus the photograph but twin the mirror plus the photograph but twin the mirror plus the photograph but the when they describe their digital the when they describe their digital the when they describe their digital twin it's a photograph it's not the twin it's a photograph it's not the twin it's a photograph it's not the mirror right in in a mirror right in in a mirror right in in a mirror you can see yourself it's a mirror you can see yourself it's a mirror you can see yourself it's a reflection of yourself but as you move reflection of yourself but as you move reflection of yourself but as you move it perfectly emulates your state and and it perfectly emulates your state and and it perfectly emulates your state and and um your condition and and your posture um your condition and and your posture um your condition and and your posture and that's not what a photo does that's and that's not what a photo does that's and that's not what a photo does that's a static snapshot of a point in time and a static snapshot of a point in time and a static snapshot of a point in time and that's that's that's that's that's what a lot of people that's that's what a lot of people that's that's what a lot of people Leonard people out there still believing Leonard people out there still believing Leonard people out there still believing their Digital model they built with ktia their Digital model they built with ktia their Digital model they built with ktia or AutoCAD is a digital twin and it's a or AutoCAD is a digital twin and it's a or AutoCAD is a digital twin and it's a photograph it's it's just a Model A photograph it's it's just a Model A photograph it's it's just a Model A Digital twin is Digital twin is Digital twin is alive yeah real physical twin digital alive yeah real physical twin digital alive yeah real physical twin digital twin dat going living breathing puls twin dat going living breathing puls twin dat going living breathing puls looking just like cuz it's a mirror looking just like cuz it's a mirror looking just like cuz it's a mirror mirror worlds all right and I'm telling mirror worlds all right and I'm telling mirror worlds all right and I'm telling you dude I and you were like the first you dude I and you were like the first you dude I and you were like the first one to bring it up like I think it was one to bring it up like I think it was one to bring it up like I think it was like episode three or something like like episode three or something like like episode three or something like that iot coffee talk right that was that iot coffee talk right that was that iot coffee talk right that was before Bill joined on but Bill you know before Bill joined on but Bill you know before Bill joined on but Bill you know totally tuned into all that stuff the totally tuned into all that stuff the totally tuned into all that stuff the wrecking machine of digit and cyber wrecking machine of digit and cyber wrecking machine of digit and cyber security but man people are just getting security but man people are just getting security but man people are just getting it so twisted and it's funny because as it so twisted and it's funny because as it so twisted and it's funny because as they're talking about it they themselves they're talking about it they themselves they're talking about it they themselves like well you know digital twin was like like well you know digital twin was like like well you know digital twin was like I don't know it is hey we have one you I don't know it is hey we have one you I don't know it is hey we have one you know I think we're gonna need to take a

know I think we're gonna need to take a know I think we're gonna need to take a little just quick rock and roll break little just quick rock and roll break little just quick rock and roll break here all right let me see what you got here all right let me see what you got here all right let me see what you got that we might have to Cate that here all right where's the is that you here all right where's the is that you is that your hand where's your audio we can't hear it hand where's your audio we can't hear it you can't hear it uhuh noise reduction noise reduction oh you can't hear it no we can hear a oh you can't hear it no we can hear a oh you can't hear it no we can hear a little little little bit you're gonna have to post that in bit you're gonna have to post that in bit you're gonna have to post that in the comments for um on the comments for um on the comments for um on YouTube like do a little self video we YouTube like do a little self video we YouTube like do a little self video we can't hear it boo you can't hit the beginning of ever boo you can't hit the beginning of ever long no no no can't okay but I am on but I am on my stash okay but I am on but I am on my stash account buying some stock yeah guys are account buying some stock yeah guys are account buying some stock yeah guys are crazy um yeah the other thing that we we crazy um yeah the other thing that we we crazy um yeah the other thing that we we talked about is this fixation on talked about is this fixation on talked about is this fixation on Innovation and this complete lack Innovation and this complete lack Innovation and this complete lack of regard for execution you know of regard for execution you know of regard for execution you know everyone thinks they're an innovator I everyone thinks they're an innovator I everyone thinks they're an innovator I go hey you know we're innovating it's go hey you know we're innovating it's go hey you know we're innovating it's like well what about execution what like well what about execution what like well what about execution what about actually deploying the stuff and about actually deploying the stuff and about actually deploying the stuff and extracting value out of your extracting value out of your extracting value out of your Innovation and that's another big Innovation and that's another big Innovation and that's another big problem right

problem right problem right so and anyway so and anyway so and anyway um it's we keep having the same um it's we keep having the same um it's we keep having the same conversations and I don't know why you conversations and I don't know why you conversations and I don't know why you know but we're observing we aren't know but we're observing we aren't know but we're observing we aren't observing a change in Behavior or observing a change in Behavior or observing a change in Behavior or thinking or anything like that going thinking or anything like that going thinking or anything like that going back to what we started off before it's back to what we started off before it's back to what we started off before it's like a bunch of people doing the same like a bunch of people doing the same like a bunch of people doing the same thing expecting a different result thing expecting a different result thing expecting a different result same same same mistakes expecting a different result mistakes expecting a different result mistakes expecting a different result and wait a minute that's that's Insanity and wait a minute that's that's Insanity and wait a minute that's that's Insanity right Insanity stupidity it's insanity right Insanity stupidity it's insanity right Insanity stupidity it's insanity is it no is it no is it no Insanity the hyp cycle equals Insanity Insanity the hyp cycle equals Insanity Insanity the hyp cycle equals Insanity that's the definition of insanity yep that's the definition of insanity yep that's the definition of insanity yep the let down we are in the let down the let down we are in the let down the let down we are in the let down phase yeah doing the same thing and phase yeah doing the same thing and phase yeah doing the same thing and expecting different results yeah hey expecting different results yeah hey expecting different results yeah hey talking about let down I listened to a talking about let down I listened to a talking about let down I listened to a podcast the other day about uh uh Apple podcast the other day about uh uh Apple podcast the other day about uh uh Apple vision uhhuh and that Apple has not vision uhhuh and that Apple has not vision uhhuh and that Apple has not touched it at really at all and not not touched it at really at all and not not touched it at really at all and not not that like they normally would do with that like they normally would do with that like they normally would do with other Technologies like develop other Technologies like develop other Technologies like develop infrastructure move applications to it infrastructure move applications to it infrastructure move applications to it Etc what's your impression now that you Etc what's your impression now that you Etc what's your impression now that you still have yours Lenard no I don't think still have yours Lenard no I don't think still have yours Lenard no I don't think it I don't think it's actually slowing it I don't think it's actually slowing it I don't think it's actually slowing down it's just not visible in the way down it's just not visible in the way down it's just not visible in the way that people expected okay you know like that people expected okay you know like that people expected okay you know like for instance the the number of shipments for instance the the number of shipments for instance the the number of shipments that people people expected that was that people people expected that was that people people expected that was analysts right I don't know if yeah yeah analysts right I don't know if yeah yeah analysts right I don't know if yeah yeah you know they're just making numbers up

you know they're just making numbers up you know they're just making numbers up and saying oh this is where how many we and saying oh this is where how many we and saying oh this is where how many we think we're going to sell but when you think we're going to sell but when you think we're going to sell but when you look at um what's happening in the media look at um what's happening in the media look at um what's happening in the media industry and the new formats that are industry and the new formats that are industry and the new formats that are and and new modalities of Cinema that and and new modalities of Cinema that and and new modalities of Cinema that people are um looking at people are um looking at people are um looking at using um uh you just call it spatial using um uh you just call it spatial using um uh you just call it spatial content MH content MH content MH I don't think that's stopped and um they I don't think that's stopped and um they I don't think that's stopped and um they still have a long way to go and you know still have a long way to go and you know still have a long way to go and you know the device has tons of head room that's the device has tons of head room that's the device has tons of head room that's why it's expensive where I think it's why it's expensive where I think it's why it's expensive where I think it's kind of goofy is people saying oh kind of goofy is people saying oh kind of goofy is people saying oh they're working on a cheaper one it's they're working on a cheaper one it's they're working on a cheaper one it's like no the cheaper one's already here like no the cheaper one's already here like no the cheaper one's already here it's the Vision Pro that will they'll it's the Vision Pro that will they'll it's the Vision Pro that will they'll take Pro off and they'll call it you take Pro off and they'll call it you take Pro off and they'll call it you know vision and then the next version is know vision and then the next version is know vision and then the next version is going to cost 4,000 bucks and it's going going to cost 4,000 bucks and it's going going to cost 4,000 bucks and it's going to be the to be the to be the pro yeah but I just you've been using it pro yeah but I just you've been using it pro yeah but I just you've been using it with with applications that have you with with applications that have you with with applications that have you seen like like apple starting to focus seen like like apple starting to focus seen like like apple starting to focus and move stuff over to it that uh and move stuff over to it that uh and move stuff over to it that uh currently only works on an iPad or currently only works on an iPad or currently only works on an iPad or whatever and yeah yeah okay whatever and yeah yeah okay whatever and yeah yeah okay okay someone analyst that was talking okay someone analyst that was talking okay someone analyst that was talking about that he they were not seeing Apple about that he they were not seeing Apple about that he they were not seeing Apple making the transition as they normally making the transition as they normally making the transition as they normally would I think it's happening but it's would I think it's happening but it's would I think it's happening but it's it's happening it's just not as like you it's happening it's just not as like you it's happening it's just not as like you just don't hear a lot about it the the just don't hear a lot about it the the just don't hear a lot about it the the other news I came across because I'm a other news I came across because I'm a other news I came across because I'm a Fitbit owner and I've always kept it Fitbit owner and I've always kept it Fitbit owner and I've always kept it even though I've you know used Samsung even though I've you know used Samsung even though I've you know used Samsung and Android and I have apple as well but and Android and I have apple as well but and Android and I have apple as well but they are retiring Google SEL saying

they are retiring Google SEL saying they are retiring Google SEL saying we're closing that down we're closing that down we're closing that down so Community is want to be bye-bye what so Community is want to be bye-bye what so Community is want to be bye-bye what what are you saying what are you saying what are you saying really you know what you're gonna have really you know what you're gonna have really you know what you're gonna have to take your Fitbit watch and put it to take your Fitbit watch and put it to take your Fitbit watch and put it next to your Pebble next to your Pebble next to your Pebble [Laughter] [Laughter] [Laughter] watch like what else it's like if it's watch like what else it's like if it's watch like what else it's like if it's not if it's not part of your smartphone not if it's not part of your smartphone not if it's not part of your smartphone the little wearables market has really the little wearables market has really the little wearables market has really th those were those have really have th those were those have really have th those were those have really have have seen a lot of death you know a lot have seen a lot of death you know a lot have seen a lot of death you know a lot of brands that have just died off yeah of brands that have just died off yeah of brands that have just died off yeah yeah also also because the the vendors yeah also also because the the vendors yeah also also because the the vendors kind of close it off like for example kind of close it off like for example kind of close it off like for example like the Fitbit data can't go into the like the Fitbit data can't go into the like the Fitbit data can't go into the Apple health information even though Apple health information even though Apple health information even though it's the same stuff right yeah and kind it's the same stuff right yeah and kind it's the same stuff right yeah and kind of lock it yeah you know they try to of lock it yeah you know they try to of lock it yeah you know they try to integrate with different um Health integrate with different um Health integrate with different um Health monitoring type apps but it just it monitoring type apps but it just it monitoring type apps but it just it didn't bring on the masses so let your didn't bring on the masses so let your didn't bring on the masses so let your fit bit get into a Walled Garden of fit bit get into a Walled Garden of fit bit get into a Walled Garden of Apple sorry Powers well you know leard Apple sorry Powers well you know leard Apple sorry Powers well you know leard leard Leonard new news what just leard Leonard new news what just leard Leonard new news what just happened in the last couple days with happened in the last couple days with happened in the last couple days with AMD do we have some new tech news to AMD do we have some new tech news to AMD do we have some new tech news to talk about yeah yeah hey hey come on talk about yeah yeah hey hey come on talk about yeah yeah hey hey come on dude you're you're like the stocks Cloud dude you're you're like the stocks Cloud dude you're you're like the stocks Cloud guy now you you tell me what you think guy now you you tell me what you think guy now you you tell me what you think of yeah I'm A Cloud guy now after I of yeah I'm A Cloud guy now after I of yeah I'm A Cloud guy now after I vented Azure whatever anyway or .9 vented Azure whatever anyway or .9 vented Azure whatever anyway or .9 billion dollar to buy a builder of billion dollar to buy a builder of billion dollar to buy a builder of servers basically they build apparently servers basically they build apparently servers basically they build apparently they build Network switches stuff and

they build Network switches stuff and they build Network switches stuff and things like that skill systems yeah and things like that skill systems yeah and things like that skill systems yeah and it says that they're primarily building it says that they're primarily building it says that they're primarily building the stuff for hyperscalers is that right the stuff for hyperscalers is that right the stuff for hyperscalers is that right um and so yeah I'm wondering what is the um and so yeah I'm wondering what is the um and so yeah I'm wondering what is the rationale or the background thinking you rationale or the background thinking you rationale or the background thinking you know because it's like there's AMD know because it's like there's AMD know because it's like there's AMD they've always been traditionally they've always been traditionally they've always been traditionally battling out with battling out with battling out with Intel and and that's always back and Intel and and that's always back and Intel and and that's always back and forth they've always been a little tiny forth they've always been a little tiny forth they've always been a little tiny baby sister because they're dramatically baby sister because they're dramatically baby sister because they're dramatically smaller than Intel but then Intel's been smaller than Intel but then Intel's been smaller than Intel but then Intel's been getting destroyed by Invidia and now AMD getting destroyed by Invidia and now AMD getting destroyed by Invidia and now AMD are they trying to compete on AI when are they trying to compete on AI when are they trying to compete on AI when they do this or are they trying to they do this or are they trying to they do this or are they trying to compete with compete with compete with Intel because what they just bought Intel because what they just bought Intel because what they just bought doesn't do anything for doesn't do anything for doesn't do anything for AI no it it it does AI no it it it does AI no it it it does for for the generative AI supercomputing for for the generative AI supercomputing for for the generative AI supercomputing stuff right so these guys have been stuff right so these guys have been stuff right so these guys have been putting together servers and I mean just putting together servers and I mean just putting together servers and I mean just these data centers for um these these data centers for um these these data centers for um these hyperscalers and that includes all the hyperscalers and that includes all the hyperscalers and that includes all the you know crazy uh mvl 72s and um you you know crazy uh mvl 72s and um you you know crazy uh mvl 72s and um you know the um the 747 yeah yeah yeah yeah know the um the 747 yeah yeah yeah yeah know the um the 747 yeah yeah yeah yeah the the yeah h100 h200 all that stuff the the yeah h100 h200 all that stuff the the yeah h100 h200 all that stuff they've been doing all that for the they've been doing all that for the they've been doing all that for the hyperscalers so so what are hyperscalers so so what are hyperscalers so so what are they here's what we learned a long long they here's what we learned a long long they here's what we learned a long long long time ago with the hyperscalers they

long time ago with the hyperscalers they long time ago with the hyperscalers they started out buying off-the-shelf gear to started out buying off-the-shelf gear to started out buying off-the-shelf gear to build their that's what you do you buy build their that's what you do you buy build their that's what you do you buy Dell or HP or Lenova or Dell or HP or Lenova or Dell or HP or Lenova or whoever and they bought Cisco gear for whoever and they bought Cisco gear for whoever and they bought Cisco gear for the networks everything and then they the networks everything and then they the networks everything and then they realized this is way too expensive and realized this is way too expensive and realized this is way too expensive and all these things keep failing all the all these things keep failing all the all these things keep failing all the time and you build the cloud designed time and you build the cloud designed time and you build the cloud designed for fail the software keeps it alive for fail the software keeps it alive for fail the software keeps it alive servers are failing every few minutes servers are failing every few minutes servers are failing every few minutes yeah and then pretty soon they all yeah and then pretty soon they all yeah and then pretty soon they all started building custom servers they started building custom servers they started building custom servers they started building their own networking started building their own networking started building their own networking gear and everything and they quit using gear and everything and they quit using gear and everything and they quit using Cisco and Dell and HP and they all have Cisco and Dell and HP and they all have Cisco and Dell and HP and they all have custom I've seen in yeah the Microsoft custom I've seen in yeah the Microsoft custom I've seen in yeah the Microsoft it's called a sled yeah just because and it's called a sled yeah just because and it's called a sled yeah just because and they learned a lot of this believe it or they learned a lot of this believe it or they learned a lot of this believe it or not not just from Google they learned it not not just from Google they learned it not not just from Google they learned it from Facebook because Facebook built the from Facebook because Facebook built the from Facebook because Facebook built the planetary scale system you know like planetary scale system you know like planetary scale system you know like literally a single workload do you know literally a single workload do you know literally a single workload do you know what I'm saying which is their platform what I'm saying which is their platform what I'm saying which is their platform yeah yeah and so I'm wondering are those yeah yeah and so I'm wondering are those yeah yeah and so I'm wondering are those guys building these sleds these super guys building these sleds these super guys building these sleds these super stripped down servers that hyperscalers stripped down servers that hyperscalers stripped down servers that hyperscalers use do the hyperscalers don't use them I use do the hyperscalers don't use them I use do the hyperscalers don't use them I I get the idea of oh if I buy them I I get the idea of oh if I buy them I I get the idea of oh if I buy them I will tell them put AMD chips in them will tell them put AMD chips in them will tell them put AMD chips in them instead of Intel or Nvidia and that's instead of Intel or Nvidia and that's instead of Intel or Nvidia and that's how we'll how we'll how we'll win maybe trying to um customer has to win maybe trying to um customer has to win maybe trying to um customer has to order the stuff and say I want this order the stuff and say I want this order the stuff and say I want this versus that um now sarg said something versus that um now sarg said something versus that um now sarg said something that to me like oh don't worry they're that to me like oh don't worry they're that to me like oh don't worry they're going to offload all the manufacturing

going to offload all the manufacturing going to offload all the manufacturing and just keep the engineering and design and just keep the engineering and design and just keep the engineering and design Talent yeah which is what they're gonna Talent yeah which is what they're gonna Talent yeah which is what they're gonna do yeah but it sounds like that company do yeah but it sounds like that company do yeah but it sounds like that company is almost a custom competitor to Dell is almost a custom competitor to Dell is almost a custom competitor to Dell and HP and and HP and and HP and Lenovo yeah they're like a odm is kind Lenovo yeah they're like a odm is kind Lenovo yeah they're like a odm is kind of like an odm figer things that's what of like an odm figer things that's what of like an odm figer things that's what they sound like to me I don't know if they sound like to me I don't know if they sound like to me I don't know if that's going to help AMD or not a lot of that's going to help AMD or not a lot of that's going to help AMD or not a lot of money yeah it is and they'll probably money yeah it is and they'll probably money yeah it is and they'll probably make some of it back spinning off the make some of it back spinning off the make some of it back spinning off the manufacturing part right the odm part manufacturing part right the odm part manufacturing part right the odm part but keeping the engineers and then but keeping the engineers and then but keeping the engineers and then having them be closer to the customer having them be closer to the customer having them be closer to the customer and the end product which is basically a and the end product which is basically a and the end product which is basically a generative AI generative AI generative AI supercomputing um data center it it it supercomputing um data center it it it supercomputing um data center it it it definitely them in the your your definitely them in the your your definitely them in the your your favorite an accelerator call it an favorite an accelerator call it an favorite an accelerator call it an acceler your favorite m&a due diligence acceler your favorite m&a due diligence acceler your favorite m&a due diligence guy I was the one who guy I was the one who guy I was the one who said to Ericson buying Vonage for $6 said to Ericson buying Vonage for $6 said to Ericson buying Vonage for $6 billion oh they've had to write down the billion oh they've had to write down the billion oh they've had to write down the whole six billion whole six billion whole six billion dollar to me I was okay with cradle dollar to me I was okay with cradle dollar to me I was okay with cradle Point bondage and so I'm not really sure Point bondage and so I'm not really sure Point bondage and so I'm not really sure about this thing either so I don't know about this thing either so I don't know about this thing either so I don't know we'll see what happens it's a lot of we'll see what happens it's a lot of we'll see what happens it's a lot of money I hate when you buy lots of people money I hate when you buy lots of people money I hate when you buy lots of people I I hate when I see consulting firms get I I hate when I see consulting firms get I I hate when I see consulting firms get bought bought bought that's I've seen it happen I've seen big that's I've seen it happen I've seen big that's I've seen it happen I've seen big time man we bought a bunch of people oh time man we bought a bunch of people oh time man we bought a bunch of people oh yeah well wait a minute I mean just you

yeah well wait a minute I mean just you yeah well wait a minute I mean just you said that and that just triggered me said that and that just triggered me said that and that just triggered me okay because Cap Gemini bought Unity they're buying the accounts yeah I Unity they're buying the accounts yeah I mean come on come on right yeah and and mean come on come on right yeah and and mean come on come on right yeah and and they pretty penny for they pretty penny for they pretty penny for itar it's just bizarre you know what I I itar it's just bizarre you know what I I itar it's just bizarre you know what I I have no you know have no you know have no you know um Rob I don't think you're wrong in and um Rob I don't think you're wrong in and um Rob I don't think you're wrong in and in you know kind of making fun of the in you know kind of making fun of the in you know kind of making fun of the price that they're paying because I mean price that they're paying because I mean price that they're paying because I mean look at um all the metaverse um look at um all the metaverse um look at um all the metaverse um properties that were bought I mean properties that were bought I mean properties that were bought I mean Microsoft and you know what Microsoft Microsoft and you know what Microsoft Microsoft and you know what Microsoft did so many other companies have done did so many other companies have done did so many other companies have done through these hype Cycles they've paid a through these hype Cycles they've paid a through these hype Cycles they've paid a ridiculous premium Erikson with vonet ridiculous premium Erikson with vonet ridiculous premium Erikson with vonet they paid a ridiculous premium because they paid a ridiculous premium because they paid a ridiculous premium because of how twilio was valued and it was all of how twilio was valued and it was all of how twilio was valued and it was all nonsense and again nonsense this goes nonsense and again nonsense this goes nonsense and again nonsense this goes back to what we started off our back to what we started off our back to what we started off our conversation with right is that hype conversation with right is that hype conversation with right is that hype hurts it it is not constructive it hurts it it is not constructive it hurts it it is not constructive it doesn't drive Innovation it drives doesn't drive Innovation it drives doesn't drive Innovation it drives delusion right and the Innovation delusion right and the Innovation delusion right and the Innovation usually doesn't H anything valuable usually doesn't H anything valuable usually doesn't H anything valuable usually doesn't happen usually doesn't happen usually doesn't happen from the hype it it it just is a natural from the hype it it it just is a natural from the hype it it it just is a natural expression of the technology at that expression of the technology at that expression of the technology at that time and some people who are trying to time and some people who are trying to time and some people who are trying to solve freaking problems not Chase solve freaking problems not Chase solve freaking problems not Chase fantasy and you know freaking Dungeons

fantasy and you know freaking Dungeons fantasy and you know freaking Dungeons and Dragons nonsense right you when the and Dragons nonsense right you when the and Dragons nonsense right you when the technologists lead with that then what technologists lead with that then what technologists lead with that then what happens is the large corporations go man happens is the large corporations go man happens is the large corporations go man we got to shift our priorities we need we got to shift our priorities we need we got to shift our priorities we need to be focusing on AI we need to be to be focusing on AI we need to be to be focusing on AI we need to be focusing on where we're investing in AI focusing on where we're investing in AI focusing on where we're investing in AI for our business and it's just like a for our business and it's just like a for our business and it's just like a trickle down effect and then they're not trickle down effect and then they're not trickle down effect and then they're not you know the vendors can't meet you know the vendors can't meet you know the vendors can't meet expectations there's the use cases expectations there's the use cases expectations there's the use cases aren't valuable and then you're like in aren't valuable and then you're like in aren't valuable and then you're like in a horrible Circle um so they've already a horrible Circle um so they've already a horrible Circle um so they've already trickled it down to people that are like trickled it down to people that are like trickled it down to people that are like oh my gosh if they're talking about this oh my gosh if they're talking about this oh my gosh if they're talking about this we should be investing in this we need we should be investing in this we need we should be investing in this we need to be doing something for our own to be doing something for our own to be doing something for our own company and then they're not meeting company and then they're not meeting company and then they're not meeting expectations most expensive case of fomo expectations most expensive case of fomo expectations most expensive case of fomo that I've heard of yeah yeah and that I've heard of yeah yeah and that I've heard of yeah yeah and I don't I don't I don't know but the cycle continues you get a know but the cycle continues you get a know but the cycle continues you get a new hump of nonsense and you know new hump of nonsense and you know new hump of nonsense and you know generative AI will be replaced by generative AI will be replaced by generative AI will be replaced by another you know nonsense which is another you know nonsense which is another you know nonsense which is probably Quantum probably Quantum probably Quantum intelligence and it goes on and on we intelligence and it goes on and on we intelligence and it goes on and on we need to um we need to recreate the Hy need to um we need to recreate the Hy need to um we need to recreate the Hy cycle with our terminology on it cycle with our terminology on it cycle with our terminology on it yeah I mean the the I I still have a yeah I mean the the I I still have a yeah I mean the the I I still have a your post up Leonard and i' I've been your post up Leonard and i' I've been your post up Leonard and i' I've been meaning to respond to it but that the meaning to respond to it but that the meaning to respond to it but that the whole the the same thing Falls in place whole the the same thing Falls in place whole the the same thing Falls in place of the marketing machine and proof of of the marketing machine and proof of of the marketing machine and proof of concept the marketing machine and Pilots concept the marketing machine and Pilots concept the marketing machine and Pilots the marketing machine is behind all of

the marketing machine is behind all of the marketing machine is behind all of that and I'm like I get it but again that and I'm like I get it but again that and I'm like I get it but again what problem are you solving you're you're only exploring solving you're you're only exploring whether or not you can solve a problem whether or not you can solve a problem whether or not you can solve a problem you haven't solved it right you're so you haven't solved it right you're so you haven't solved it right you're so far away from actually delivering value far away from actually delivering value far away from actually delivering value and and they include that in these and and they include that in these and and they include that in these estimates man it's like oh adoption estimates man it's like oh adoption estimates man it's like oh adoption Enterprises are adopting Genai back to Enterprises are adopting Genai back to Enterprises are adopting Genai back to apps and solving problems don't know if apps and solving problems don't know if apps and solving problems don't know if it'll solve any problems but I just want it'll solve any problems but I just want it'll solve any problems but I just want to shout out to my good friend will IM to shout out to my good friend will IM to shout out to my good friend will IM am who just launched his new AI app am who just launched his new AI app am who just launched his new AI app called called called FYI um that man always stays in the tech FYI um that man always stays in the tech FYI um that man always stays in the tech space he just can't get away from it you space he just can't get away from it you space he just can't get away from it you know well I am is the is a futurist know well I am is the is a futurist know well I am is the is a futurist genius in addition I don't know about if genius in addition I don't know about if genius in addition I don't know about if these guys are geniuses I me high man these guys are geniuses I me high man these guys are geniuses I me high man okay so let me ask you this how much do okay so let me ask you this how much do okay so let me ask you this how much do you think how much do you think Snoop you think how much do you think Snoop you think how much do you think Snoop Dog's property in digital land or Dog's property in digital land or Dog's property in digital land or whatever the hell that thing is called whatever the hell that thing is called whatever the hell that thing is called was is it decentral land is worth now I was is it decentral land is worth now I was is it decentral land is worth now I don't know a lot probably his name's on don't know a lot probably his name's on don't know a lot probably his name's on it so it's worth a lot but but I'm a it so it's worth a lot but but I'm a it so it's worth a lot but but I'm a Believer and will got paid at the Believer and will got paid at the Believer and will got paid at the Olympics dude got paid I was listening I Olympics dude got paid I was listening I Olympics dude got paid I was listening I was listening on Fox Business in my car was listening on Fox Business in my car was listening on Fox Business in my car on XM to the Clayman countdown and she on XM to the Clayman countdown and she on XM to the Clayman countdown and she had will I am on the show and he talked had will I am on the show and he talked had will I am on the show and he talked all about how they've been building this all about how they've been building this all about how they've been building this thing it's using AI it's going to help thing it's using AI it's going to help thing it's using AI it's going to help creators create new music create all creators create new music create all creators create new music create all kinds of stuff I I haven't I just kinds of stuff I I haven't I just kinds of stuff I I haven't I just downloaded I haven't played with it yet

downloaded I haven't played with it yet downloaded I haven't played with it yet but I think it's interesting you know I but I think it's interesting you know I but I think it's interesting you know I I want to check it out all right check I want to check it out all right check I want to check it out all right check it out give us your um it out give us your um it out give us your um assessment and shout and let it all out assessment and shout and let it all out assessment and shout and let it all out we're I'll let you do that we're way we're I'll let you do that we're way we're I'll let you do that we're way over we're like five minutes over so we over we're like five minutes over so we over we're like five minutes over so we got we got to shut this thing down got we got to shut this thing down got we got to shut this thing down so who wants to take us out Stephanie's so who wants to take us out Stephanie's so who wants to take us out Stephanie's got to take this out here yeah no got to take this out here yeah no got to take this out here yeah no kidding I know I tell you guys I have kidding I know I tell you guys I have kidding I know I tell you guys I have been so busy and I had to move the kid been so busy and I had to move the kid been so busy and I had to move the kid in and I've got lots of projects and I'm in and I've got lots of projects and I'm in and I've got lots of projects and I'm Shuffling all around that's right you Shuffling all around that's right you Shuffling all around that's right you had to move the kid into his tiny little had to move the kid into his tiny little had to move the kid into his tiny little dorm room for school yeah yeah his tiny dorm room for school yeah yeah his tiny dorm room for school yeah yeah his tiny dorm room that's bigger than every dorm dorm room that's bigger than every dorm dorm room that's bigger than every dorm or first apartment I've ever seen or first apartment I've ever seen or first apartment I've ever seen nobody's getting spoiled there at allo nobody's getting spoiled there at allo nobody's getting spoiled there at allo today's his first day of classes and today's his first day of classes and today's his first day of classes and he's got geology and geology lab all he's got geology and geology lab all he's got geology and geology lab all right ah D what we we're gonna right ah D what we we're gonna right ah D what we we're gonna say and don't screw it up kid yeah don't say and don't screw it up kid yeah don't say and don't screw it up kid yeah don't don't mess with my money you better you don't mess with my money you better you don't mess with my money you better you better do the work Buddy money on your better do the work Buddy money on your better do the work Buddy money on your mind and I am tracking you I'm tracking mind and I am tracking you I'm tracking mind and I am tracking you I'm tracking you on my iPhone I I see where you're you on my iPhone I I see where you're you on my iPhone I I see where you're at all right we'll wrap this up so today at all right we'll wrap this up so today at all right we'll wrap this up so today we talked actually we jumped into quite we talked actually we jumped into quite we talked actually we jumped into quite a few things and a few things and a few things and weid we love how Rob brought it back to weid we love how Rob brought it back to weid we love how Rob brought it back to Foo Fighters and the Foo Fighters and the Foo Fighters and the winery but we talked about cloud and winery but we talked about cloud and winery but we talked about cloud and Edge Computing we talked about yeah the Edge Computing we talked about yeah the Edge Computing we talked about yeah the insanity hype cycle which we think needs

insanity hype cycle which we think needs insanity hype cycle which we think needs to be recreated with our terminology to be recreated with our terminology to be recreated with our terminology which would make way more sense because which would make way more sense because which would make way more sense because we keep doing the same thing over and we keep doing the same thing over and we keep doing the same thing over and over again and expecting different over again and expecting different over again and expecting different results the insanity this is the results the insanity this is the results the insanity this is the Insanity episode right yeah but but to Insanity episode right yeah but but to Insanity episode right yeah but but to wrap it up we need you guys to donate we wrap it up we need you guys to donate we wrap it up we need you guys to donate we need you to donate to elevator kids.org need you to donate to elevator kids.org need you to donate to elevator kids.org um buy the buy the swag we got some um buy the buy the swag we got some um buy the buy the swag we got some really cool sweatshirts and some swag really cool sweatshirts and some swag really cool sweatshirts and some swag buy the swag is it all 100% of the buy the swag is it all 100% of the buy the swag is it all 100% of the proceeds go to elevat our kids.org and proceeds go to elevat our kids.org and proceeds go to elevat our kids.org and check out all the episodes at iot cof check out all the episodes at iot cof check out all the episodes at iot cof talk.com until next time peace oh and talk.com until next time peace oh and talk.com until next time peace oh and for all you in Texas I will be down for all you in Texas I will be down for all you in Texas I will be down there in the first week of September got there in the first week of September got there in the first week of September got a conference in Houston maybe I should a conference in Houston maybe I should a conference in Houston maybe I should take a rental car and make an Excursion take a rental car and make an Excursion take a rental car and make an Excursion to the Hill Country I'll be in Houston to the Hill Country I'll be in Houston to the Hill Country I'll be in Houston the weekend of September the weekend of September the weekend of September 7th I'm leaving that Saturday I think 7th I'm leaving that Saturday I think 7th I'm leaving that Saturday I think yeah oh maybe I should meet a couple of yeah oh maybe I should meet a couple of yeah oh maybe I should meet a couple of you guys for at a winery on 290 during I you guys for at a winery on 290 during I you guys for at a winery on 290 during I can do that I'll be in town that week can do that I'll be in town that week can do that I'll be in town that week all right let's just make it happen I all right let's just make it happen I all right let's just make it happen I want to go with William Chris yeah we want to go with William Chris yeah we want to go with William Chris yeah we should meet William Chris yes we'll do should meet William Chris yes we'll do should meet William Chris yes we'll do that all right all right see you guys that all right all right see you guys that all right all right see you guys y'all have a good rest of the week bye y'all have a good rest of the week bye y'all have a good rest of the week bye keep it real