IoT Coffee Talk: Episode 251 - Wake Up Call (Live from MWC 2025 in Barcelona)

right recording in progress what the right recording in progress what the hell I thought it was going to be a hell I thought it was going to be a hell I thought it was going to be a product placement thing but he's trying product placement thing but he's trying product placement thing but he's trying to make the sound of us are here it's to make the sound of us are here it's to make the sound of us are here it's great are you trying to play an great are you trying to play an great are you trying to play an instrument there lard yes yes that was instrument there lard yes yes that was instrument there lard yes yes that was really horrible really horrible really horrible caraoke caraoke caraoke maybe since you don't have an instrument maybe since you don't have an instrument maybe since you don't have an instrument maybe you could like can somebody maybe you could like can somebody maybe you could like can somebody beatbox us us on beatbox us us on beatbox us us on maybe yeah definitely okay someone has got to call definitely okay someone has got to call 911 911 911 okay cool hey everybody Welcome to iot okay cool hey everybody Welcome to iot okay cool hey everybody Welcome to iot Coffee Coffee Coffee Talk oh my god wow yeah somebody rescue us oh my God you know sometimes you just us oh my God you know sometimes you just have to be resourceful you know you do have to be resourceful you know you do have to be resourceful you know you do what you can with what you have and all what you can with what you have and all what you can with what you have and all I have is a freaking peligrino bottle I have is a freaking peligrino bottle I have is a freaking peligrino bottle that's it right yeah that's what Debbie that's it right yeah that's what Debbie that's it right yeah that's what Debbie was thinking he like yeah Leonard's was thinking he like yeah Leonard's was thinking he like yeah Leonard's being resourceful he's being a freak being resourceful he's being a freak being resourceful he's being a freak yeah well whatever we got to do what we yeah well whatever we got to do what we yeah well whatever we got to do what we gotta do well you know um yeah gotta do well you know um yeah gotta do well you know um yeah so give this is this would be an mwc so give this is this would be an mwc so give this is this would be an mwc 2025 episode wouldn't it yeah you're 2025 episode wouldn't it yeah you're 2025 episode wouldn't it yeah you're there yes I you haven't come home yet there yes I you haven't come home yet there yes I you haven't come home yet still never I never stay that long dude still never I never stay that long dude still never I never stay that long dude um I actually didn't intend to so it's a um I actually didn't intend to so it's a um I actually didn't intend to so it's a long story uh I allowed my co-pilot to

long story uh I allowed my co-pilot to long story uh I allowed my co-pilot to take um take control over my schedule take um take control over my schedule take um take control over my schedule for this particular trip and it looked for this particular trip and it looked for this particular trip and it looked my it showed that my flight was on my it showed that my flight was on my it showed that my flight was on Saturday when it was actually Saturday when it was actually Saturday when it was actually today and so yeah today and so yeah today and so yeah and huh so you basically missed your and huh so you basically missed your and huh so you basically missed your flight yeah so I'm you know I was flight yeah so I'm you know I was flight yeah so I'm you know I was rooming with Earl Lum we're sharing a uh rooming with Earl Lum we're sharing a uh rooming with Earl Lum we're sharing a uh this apartment that I'm in right now now this apartment that I'm in right now now this apartment that I'm in right now now and he gets up and he takes off he's and he gets up and he takes off he's and he gets up and he takes off he's headed to the airport to make his 11:00 headed to the airport to make his 11:00 headed to the airport to make his 11:00 and it just happens that that's about and it just happens that that's about and it just happens that that's about the time my flight's supposed to take the time my flight's supposed to take the time my flight's supposed to take off and I didn't know until my app told off and I didn't know until my app told off and I didn't know until my app told me hey get ready for for your flight and me hey get ready for for your flight and me hey get ready for for your flight and it was like 11:05 and I was still right it was like 11:05 and I was still right it was like 11:05 and I was still right here oh my God because all of my here oh my God because all of my here oh my God because all of my calendar showed me that my flight is calendar showed me that my flight is calendar showed me that my flight is tomorrow so yeah there you go tomorrow so yeah there you go tomorrow so yeah there you go AI we need an investigation of this I AI we need an investigation of this I AI we need an investigation of this I love to blame your agent but I don't love to blame your agent but I don't love to blame your agent but I don't know man too many Blackberry mojito know man too many Blackberry mojito know man too many Blackberry mojito maybe yeah no that's tonight that's maybe yeah no that's tonight that's maybe yeah no that's tonight that's tonight okay that's tonight there shall tonight okay that's tonight there shall tonight okay that's tonight there shall be Blackberry be Blackberry be Blackberry Mojitos I want to see pictures I want to Mojitos I want to see pictures I want to Mojitos I want to see pictures I want to see video you hammered just like oh my see video you hammered just like oh my see video you hammered just like oh my God yeah you will good I I so you really God yeah you will good I I so you really God yeah you will good I I so you really used the wind Windows co-pilot thing to

used the wind Windows co-pilot thing to used the wind Windows co-pilot thing to do your do your do your reservations yeah I don't know what it reservations yeah I don't know what it reservations yeah I don't know what it what Outlook does but it is on and oh what Outlook does but it is on and oh what Outlook does but it is on and oh because they added it right to office because they added it right to office because they added it right to office you know I freaking turned it in crap you know I freaking turned it in crap you know I freaking turned it in crap off off off man so anyways this is the first yeah it man so anyways this is the first yeah it man so anyways this is the first yeah it could have cost could have cost could have cost me me me what Debbie's what Debbie's what Debbie's going Debbie you're actually thinking going Debbie you're actually thinking going Debbie you're actually thinking serves you right I I right I I know I mean you don't know you know you know I mean you don't know you know you know I mean you don't know you know you want want want to use these things for things they say to use these things for things they say to use these things for things they say that they can do but when they don't do that they can do but when they don't do that they can do but when they don't do them it's like you know they basically them it's like you know they basically them it's like you know they basically struggling say well we told you that struggling say well we told you that struggling say well we told you that it's not perfect so kind of like it it's not perfect so kind of like it it's not perfect so kind of like it sucks to be you unfortunately yeah sucks to be you unfortunately yeah sucks to be you unfortunately yeah yeah you know what I learned here at mwc yeah you know what I learned here at mwc yeah you know what I learned here at mwc is that you really need to check sources is that you really need to check sources is that you really need to check sources are more important now than ever to be are more important now than ever to be are more important now than ever to be able to have access to you know direct able to have access to you know direct able to have access to you know direct sources versus having to deal with all sources versus having to deal with all sources versus having to deal with all these abstraction levels so now with a these abstraction levels so now with a these abstraction levels so now with a lot of these search engines that have lot of these search engines that have lot of these search engines that have gone overboard with generative Ai and gone overboard with generative Ai and gone overboard with generative Ai and doing these summarizations and God knows doing these summarizations and God knows doing these summarizations and God knows what they're doing with the their search what they're doing with the their search what they're doing with the their search engine engine engine how do you get underneath all those

how do you get underneath all those how do you get underneath all those abstractions and then actually hit abstractions and then actually hit abstractions and then actually hit sources I think that's like a agree you sources I think that's like a agree you sources I think that's like a agree you should have stuck with your sources man should have stuck with your sources man should have stuck with your sources man you should have just said I'm looking at you should have just said I'm looking at you should have just said I'm looking at my app for my my app for my my app for my Airline and it knows when I'm going Airline and it knows when I'm going Airline and it knows when I'm going exactly exactly oh my God you that exactly exactly oh my God you that exactly exactly oh my God you that awkward moment when you look at your awkward moment when you look at your awkward moment when you look at your upcoming trips and the next one is Las upcoming trips and the next one is Las upcoming trips and the next one is Las Vegas socer oh jeez Vegas socer oh jeez Vegas socer oh jeez yeah no yeah no yeah no kidding kidding kidding probably probably has something to do probably probably has something to do probably probably has something to do with the time zone it's probably time with the time zone it's probably time with the time zone it's probably time confused yeah yeah yeah could be confused yeah yeah yeah could be confused yeah yeah yeah could be absolutely oh my absolutely oh my absolutely oh my gosh you imagine though luckily it was gosh you imagine though luckily it was gosh you imagine though luckily it was not a super traumatic horrible deal like not a super traumatic horrible deal like not a super traumatic horrible deal like so are you rebooked on a flight it cost so are you rebooked on a flight it cost so are you rebooked on a flight it cost me 20 me 20 me 20 cents cents cents oh like horrible I mean I can't believe oh like horrible I mean I can't believe oh like horrible I mean I can't believe I'm going to I'm going to call them and I'm going to I'm going to call them and I'm going to I'm going to call them and complain but can you imagine though if complain but can you imagine though if complain but can you imagine though if the same scenario though and you were the same scenario though and you were the same scenario though and you were trying to get the last fly out of keev trying to get the last fly out of keev trying to get the last fly out of keev before the Russians invaded But your before the Russians invaded But your before the Russians invaded But your co-pilot screwed up and now it's the co-pilot screwed up and now it's the co-pilot screwed up and now it's the next day and now you don't get out next day and now you don't get out next day and now you don't get out huh State the state of Leonard Lee could huh State the state of Leonard Lee could huh State the state of Leonard Lee could sue uh you know the right authorities to sue uh you know the right authorities to sue uh you know the right authorities to at least put some money in the State at least put some money in the State at least put some money in the State because that failure resulted in our man because that failure resulted in our man because that failure resulted in our man not making it out of this Eastern

not making it out of this Eastern not making it out of this Eastern European city with his life but what European city with his life but what European city with his life but what he's gonna do is he's gonna call and he's gonna do is he's gonna call and he's gonna do is he's gonna call and complain I want my 20 cents back but oh hey look I want to tell you back but oh hey look I want to tell you guys something oh my gosh people watch guys something oh my gosh people watch guys something oh my gosh people watch this show I literally had PE I had this show I literally had PE I had this show I literally had PE I had people jumping out of booths going people jumping out of booths going people jumping out of booths going you're the iot guy I'm like I looked at you're the iot guy I'm like I looked at you're the iot guy I'm like I looked at him and go what or there people that him and go what or there people that him and go what or there people that goes oh you're Leonard Lee hey let me goes oh you're Leonard Lee hey let me goes oh you're Leonard Lee hey let me shake your hand it's like I watch your shake your hand it's like I watch your shake your hand it's like I watch your you're you're a really good guitar you're you're a really good guitar you're you're a really good guitar player I'm like okay wait a minute um player I'm like okay wait a minute um player I'm like okay wait a minute um how do you know that I'm a good guitar how do you know that I'm a good guitar how do you know that I'm a good guitar player because you know the you're on player because you know the you're on player because you know the you're on that iot show show goofy one with that that iot show show goofy one with that that iot show show goofy one with that other funny guy and I'm going I'm the other funny guy and I'm going I'm the other funny guy and I'm going I'm the only funny guy who who Who's the other only funny guy who who Who's the other only funny guy who who Who's the other funny guy right Oh you mean the guy with funny guy right Oh you mean the guy with funny guy right Oh you mean the guy with the beard Rob Tiffany why wow so maybe all along maybe Tiffany why wow so maybe all along maybe all along this whole iot show has been all along this whole iot show has been all along this whole iot show has been nothing more but for a advertising nothing more but for a advertising nothing more but for a advertising vehicle for your guitar prowess hoping vehicle for your guitar prowess hoping vehicle for your guitar prowess hoping that you'll get a permanent gig with a that you'll get a permanent gig with a that you'll get a permanent gig with a metal band exactly and start and so metal band exactly and start and so metal band exactly and start and so that's really what this has been all that's really what this has been all that's really what this has been all about it's a ruse well you called it about it's a ruse well you called it about it's a ruse well you called it like maybe two three years ago like maybe two three years ago like maybe two three years ago right you know I'm gonna make a right you know I'm gonna make a right you know I'm gonna make a projection right now I'm feeling projection right now I'm feeling projection right now I'm feeling something I'm gonna as an

analyst I'm I'm now saying that 2025 is analyst I'm I'm now saying that 2025 is going to be an iot going to be an iot going to be an iot Renaissance oh no way are you serious Renaissance oh no way are you serious Renaissance oh no way are you serious I've just decided right here yeah and I've just decided right here yeah and I've just decided right here yeah and you know what I actually you know I was you know what I actually you know I was you know what I actually you know I was on a call with Mark about I stars and on a call with Mark about I stars and on a call with Mark about I stars and how to revamp iot stars um the 10th how to revamp iot stars um the 10th how to revamp iot stars um the 10th anniversary here I told him yeah you anniversary here I told him yeah you anniversary here I told him yeah you know I think it's it you know it it may know I think it's it you know it it may know I think it's it you know it it may come back because of uh Edge Ai and how come back because of uh Edge Ai and how come back because of uh Edge Ai and how a lot of this cheaper AI compute now is a lot of this cheaper AI compute now is a lot of this cheaper AI compute now is coming toward the edge and then you guys coming toward the edge and then you guys coming toward the edge and then you guys were over at Edge The Edge AI were over at Edge The Edge AI were over at Edge The Edge AI um event right and so you guys should um event right and so you guys should um event right and so you guys should talk about that as well because I think talk about that as well because I think talk about that as well because I think that's a a a big deal um sensors that's a a a big deal um sensors that's a a a big deal um sensors converge I I was on a board of directors converge I I was on a board of directors converge I I was on a board of directors meeting I I brought up I know that you meeting I I brought up I know that you meeting I I brought up I know that you know Pete and the organization's already know Pete and the organization's already know Pete and the organization's already going to be there but but um you know I going to be there but but um you know I going to be there but but um you know I think unhype it and then helping that think unhype it and then helping that think unhype it and then helping that stuff settle in nicely and in a stuff settle in nicely and in a stuff settle in nicely and in a effective way is kind of a cool thing to effective way is kind of a cool thing to effective way is kind of a cool thing to look out for yeah maybe it's possible look out for yeah maybe it's possible look out for yeah maybe it's possible that we've stucked with this long enough that we've stucked with this long enough that we've stucked with this long enough that now it's a retro nostalgic and it's that now it's a retro nostalgic and it's that now it's a retro nostalgic and it's hot again you know it's like we went hot again you know it's like we went hot again you know it's like we went like we're we were into 1960s fashion like we're we were into 1960s fashion like we're we were into 1960s fashion and then we kept doing the show into the and then we kept doing the show into the and then we kept doing the show into the '90s and then it came back and people '90s and then it came back and people '90s and then it came back and people are wearing bell bottoms or something I think you're right dude

something I think you're right dude seriously I don't know so tell me about seriously I don't know so tell me about seriously I don't know so tell me about iot iot iot stars yeah it was it was um not as well stars yeah it was it was um not as well stars yeah it was it was um not as well attended as years before good I mean attended as years before good I mean attended as years before good I mean they kept the formats really short I they kept the formats really short I they kept the formats really short I gave you a shout out dude yeah one of gave you a shout out dude yeah one of gave you a shout out dude yeah one of the panelists uh got up and said you the panelists uh got up and said you the panelists uh got up and said you know this is just about um this is just know this is just about um this is just know this is just about um this is just about sensors and connecting things and about sensors and connecting things and about sensors and connecting things and Gathering data that's all iot is and I Gathering data that's all iot is and I Gathering data that's all iot is and I told him you know what that's a really told him you know what that's a really told him you know what that's a really great point and where is Rob Tiffany great point and where is Rob Tiffany great point and where is Rob Tiffany where we need the plumbers are here yeah where we need the plumbers are here yeah where we need the plumbers are here yeah yeah exactly and um that got that got uh yeah exactly and um that got that got uh yeah exactly and um that got that got uh that got quite a laugh um that's funny that got quite a laugh um that's funny that got quite a laugh um that's funny so yeah it was short it was not well so yeah it was short it was not well so yeah it was short it was not well attended that is really unfortunate well attended that is really unfortunate well attended that is really unfortunate well there there was there were people there there there was there were people there there there was there were people there there was a issue with the train I would there was a issue with the train I would there was a issue with the train I would say I say I say I think think think um around 80 people which I don't know um around 80 people which I don't know um around 80 people which I don't know kind of seemed a little yeah were the kind of seemed a little yeah were the kind of seemed a little yeah were the were the were all the people on strike were the were all the people on strike were the were all the people on strike again for the trains uh they love to go again for the trains uh they love to go again for the trains uh they love to go on strike during on strike during on strike during mwc inflict the most pain possible yeah mwc inflict the most pain possible yeah mwc inflict the most pain possible yeah um yeah well that's really sad so but um yeah well that's really sad so but um yeah well that's really sad so but they're going to do uh embedded in they're going to do uh embedded in they're going to do uh embedded in nberg yeah which should be better um I nberg yeah which should be better um I nberg yeah which should be better um I think for mwc they they have to kind of

think for mwc they they have to kind of think for mwc they they have to kind of revamp or rethink you know what the iot revamp or rethink you know what the iot revamp or rethink you know what the iot Stars program should be for mwc because Stars program should be for mwc because Stars program should be for mwc because it's changed right but given what you it's changed right but given what you it's changed right but given what you just said there may be renewed interest just said there may be renewed interest just said there may be renewed interest in iot you know it's just that you have in iot you know it's just that you have in iot you know it's just that you have to you have to approach the program more to you have to approach the program more to you have to approach the program more from the standpoint of the audience or from the standpoint of the audience or from the standpoint of the audience or the folks that go to mwc versus like the folks that go to mwc versus like the folks that go to mwc versus like startups and like startups and like startups and like early uh commun Community Building do early uh commun Community Building do early uh commun Community Building do you know what I'm saying I think we're you know what I'm saying I think we're you know what I'm saying I think we're It's All Coming Back bro and you know It's All Coming Back bro and you know It's All Coming Back bro and you know why because I just said it on the show why because I just said it on the show why because I just said it on the show that's all it takes that kind of magic that's all it takes that kind of magic that's all it takes that kind of magic um it's like a strange magic is you know um it's like a strange magic is you know um it's like a strange magic is you know what ELO might tell us and so 2025 iot what ELO might tell us and so 2025 iot what ELO might tell us and so 2025 iot Renaissance it's happening yeah edji Renaissance it's happening yeah edji Renaissance it's happening yeah edji event actually was awesome in Austin um event actually was awesome in Austin um event actually was awesome in Austin um bill was there it was it it was really bill was there it was it it was really bill was there it was it it was really good great crowd lot of good great crowd lot of good great crowd lot of energy um you know lots of good energy um you know lots of good energy um you know lots of good presentations the Afterparty that presentations the Afterparty that presentations the Afterparty that Tuesday night that Tom white put on and Tuesday night that Tom white put on and Tuesday night that Tom white put on and Chris Watson uh over on the Rainy street Chris Watson uh over on the Rainy street Chris Watson uh over on the Rainy street that was what was it called luster Pearl that was what was it called luster Pearl that was what was it called luster Pearl was the name of the venue we had a blast was the name of the venue we had a blast was the name of the venue we had a blast I mean it was a lot of fun Olivia a I mean it was a lot of fun Olivia a I mean it was a lot of fun Olivia a block was there and he did his live iot block was there and he did his live iot block was there and he did his live iot show interviewing lots of people um even show interviewing lots of people um even show interviewing lots of people um even managed to get into a photo booth um managed to get into a photo booth um managed to get into a photo booth um with Stephanie Atkinson you know when's

with Stephanie Atkinson you know when's with Stephanie Atkinson you know when's the last time you got a photo booth and the last time you got a photo booth and the last time you got a photo booth and got your little strip of pictures you got your little strip of pictures you got your little strip of pictures you know like your you know High School know like your you know High School know like your you know High School dance I don't even know what I'm saying dance I don't even know what I'm saying dance I don't even know what I'm saying there anyway yeah so we had that pretty there anyway yeah so we had that pretty there anyway yeah so we had that pretty strange it is strange but cool you know strange it is strange but cool you know strange it is strange but cool you know I mean you know you know you know I mean you know you know you know I mean you know you know you know you you you know um I mean come on man I'll I'll try know um I mean come on man I'll I'll try know um I mean come on man I'll I'll try to find I'll try to find a photo booth to find I'll try to find a photo booth to find I'll try to find a photo booth picture it was pretty cool yeah but picture it was pretty cool yeah but picture it was pretty cool yeah but yeah go ahead did you have dra all right yeah go ahead did you have dra all right yeah go ahead did you have dra all right so at iot stars how did it start out did so at iot stars how did it start out did so at iot stars how did it start out did you start out with people Milling around you start out with people Milling around you start out with people Milling around having having having beer program yeah the typical Estella beer program yeah the typical Estella beer program yeah the typical Estella Dam program yeah what was crazy is he I Dam program yeah what was crazy is he I Dam program yeah what was crazy is he I I had the first panel and there were I had the first panel and there were I had the first panel and there were like three panelists and they gave us 10 like three panelists and they gave us 10 like three panelists and they gave us 10 minutes which is basically you have a minutes which is basically you have a minutes which is basically you have a minute for each of the panelists to say minute for each of the panelists to say minute for each of the panelists to say something plus the intro something plus the intro something plus the intro so there you go yeah that's cool that's so there you go yeah that's cool that's so there you go yeah that's cool that's silliness yeah I the new thing at silliness yeah I the new thing at silliness yeah I the new thing at parties is photo booths yeah yeah did parties is photo booths yeah yeah did parties is photo booths yeah yeah did you have weird put on I had to hack the you have weird put on I had to hack the you have weird put on I had to hack the photo booth it didn't want to work and photo booth it didn't want to work and photo booth it didn't want to work and so luckily you know I kind of wired in so luckily you know I kind of wired in so luckily you know I kind of wired in you know I was like oh this is a Unix you know I was like oh this is a Unix you know I was like oh this is a Unix system I know this I I totally I totally hacked the machine and totally I totally hacked the machine and totally I totally hacked the machine and everything and we got it to work man and everything and we got it to work man and everything and we got it to work man and so it was awesome and it started so it was awesome and it started so it was awesome and it started spinning out strips of photos so I know spinning out strips of photos so I know spinning out strips of photos so I know we got a couple of them um yeah good

we got a couple of them um yeah good we got a couple of them um yeah good tequila yeah you know good tequila yeah you know good tequila yeah you know good recommendation actually from Steph on recommendation actually from Steph on recommendation actually from Steph on what was it LO L Lo l l l l I liked it what was it LO L Lo l l l l I liked it what was it LO L Lo l l l l I liked it that was good tequila yeah yeah that's that was good tequila yeah yeah that's that was good tequila yeah yeah that's another important part of the iot coffee another important part of the iot coffee another important part of the iot coffee talk show as we talk about tequila right talk show as we talk about tequila right talk show as we talk about tequila right we talk about liquor you just got to we talk about liquor you just got to we talk about liquor you just got to know your liquor you got to know your know your liquor you got to know your know your liquor you got to know your liquor you know yeah oh definitely liquor you know yeah oh definitely liquor you know yeah oh definitely definitely so uh yeah people missed you definitely so uh yeah people missed you definitely so uh yeah people missed you dude they were going you know why the dude they were going you know why the dude they were going you know why the hell did IDC not let Rob Tiffany go to hell did IDC not let Rob Tiffany go to hell did IDC not let Rob Tiffany go to mwc so that was like one of the big mwc so that was like one of the big mwc so that was like one of the big topics you know when I saw like posts on topics you know when I saw like posts on topics you know when I saw like posts on the line from other IDC people they're the line from other IDC people they're the line from other IDC people they're like like yeah there's 25 IDC analysts like like yeah there's 25 IDC analysts like like yeah there's 25 IDC analysts here at here at here at mwc and you know giving you hot takes mwc and you know giving you hot takes mwc and you know giving you hot takes and I'm like it felt like the real winner you're like it felt like the real winner you're gonna love this Leonard because you're gonna love this Leonard because you're gonna love this Leonard because you're such a fan it felt like Huawei was the such a fan it felt like Huawei was the such a fan it felt like Huawei was the big winner this time like by a by a wide big winner this time like by a by a wide big winner this time like by a by a wide margin it was it it's freaking margin it was it it's freaking margin it was it it's freaking scary they're liting black yeah scary they're liting black yeah scary they're liting black yeah wow I'm surprised that you're not wow I'm surprised that you're not wow I'm surprised that you're not already working for them already working for them already working for them David H no not not yet not David H no not not yet not David H no not not yet not yet um you know what it's like stuff yet um you know what it's like stuff yet um you know what it's like stuff from last year that I pointed out like from last year that I pointed out like from last year that I pointed out like one of the things you know like when

one of the things you know like when one of the things you know like when they start the US government started they start the US government started they start the US government started restricting uh sales of the restricting uh sales of the restricting uh sales of the h100s and h100s and h100s and um you know forcing Nvidia to throttle um you know forcing Nvidia to throttle um you know forcing Nvidia to throttle you know send them Throttle Down you know send them Throttle Down you know send them Throttle Down versions of their Hardware you know I versions of their Hardware you know I versions of their Hardware you know I pointed out last year oh wait a minute pointed out last year oh wait a minute pointed out last year oh wait a minute networking and interin is actually more networking and interin is actually more networking and interin is actually more important in scaling than the chips important in scaling than the chips important in scaling than the chips themselves right and they hadn't thought themselves right and they hadn't thought themselves right and they hadn't thought of that stuff at the time um you mean of that stuff at the time um you mean of that stuff at the time um you mean meaning the US government and what I meaning the US government and what I meaning the US government and what I noticed that they had like 300 gabit noticed that they had like 300 gabit noticed that they had like 300 gabit like fiber links uh for like fiber links uh for like fiber links uh for interconnecting racks and then now this interconnecting racks and then now this interconnecting racks and then now this year here they I think they introduced year here they I think they introduced year here they I think they introduced something um that is an implementation something um that is an implementation something um that is an implementation of optical for the the server to server of optical for the the server to server of optical for the the server to server interconnect using fiber and um fiber interconnect using fiber and um fiber interconnect using fiber and um fiber between servers yeah the r instead of between servers yeah the r instead of between servers yeah the r instead of which is really expensive yeah it is and which is really expensive yeah it is and which is really expensive yeah it is and um takes a lot of um takes a lot of um takes a lot of power I and I was I was asking this power I and I was I was asking this power I and I was I was asking this dude these questions I couldn't dude these questions I couldn't dude these questions I couldn't understand about I would say 80% of what understand about I would say 80% of what understand about I would say 80% of what he was saying because his English wasn't he was saying because his English wasn't he was saying because his English wasn't all that great because he was speaking Chinese maybe maybe um yeah he was Chinese maybe maybe um yeah he was speaking English with a Chinese accent speaking English with a Chinese accent speaking English with a Chinese accent so I couldn't really understand so I couldn't really understand so I couldn't really understand everything but I saw some of the

everything but I saw some of the everything but I saw some of the diagrams and I posted on LinkedIn um diagrams and I posted on LinkedIn um diagrams and I posted on LinkedIn um These Guys these guys know what they're These Guys these guys know what they're These Guys these guys know what they're doing and they have so many other ways doing and they have so many other ways doing and they have so many other ways of scaling out compute that especially of scaling out compute that especially of scaling out compute that especially at a a huge scale like a super cluster at a a huge scale like a super cluster at a a huge scale like a super cluster scale um there's going to be no way to scale um there's going to be no way to scale um there's going to be no way to stop these guys um I mean people who are stop these guys um I mean people who are stop these guys um I mean people who are familiar with people are familiar with familiar with people are familiar with familiar with people are familiar with Mobile World Congress year in year out Mobile World Congress year in year out Mobile World Congress year in year out they know that there's this glomo awards they know that there's this glomo awards they know that there's this glomo awards that happen every time wuwei almost that happen every time wuwei almost that happen every time wuwei almost swept like every award in the glomo swept like every award in the glomo swept like every award in the glomo Awards this year like almost Awards this year like almost Awards this year like almost everything one that caught my attention everything one that caught my attention everything one that caught my attention from Huawei which in a way has nothing from Huawei which in a way has nothing from Huawei which in a way has nothing nothing to do with tech itself is that nothing to do with tech itself is that nothing to do with tech itself is that they have a a focus for the uh the they have a a focus for the uh the they have a a focus for the uh the telecoms that they trying to sell to telecoms that they trying to sell to telecoms that they trying to sell to into Africa and they did this whole into Africa and they did this whole into Africa and they did this whole section on uh basically a white paper section on uh basically a white paper section on uh basically a white paper for the most efficient way to construct for the most efficient way to construct for the most efficient way to construct construct passive Optical land like your construct passive Optical land like your construct passive Optical land like your your fiber to the office sort of thing your fiber to the office sort of thing your fiber to the office sort of thing and then like we can even help you down and then like we can even help you down and then like we can even help you down with construction because you know with construction because you know with construction because you know Wireless is not wir or less and they Wireless is not wir or less and they Wireless is not wir or less and they made this part of the conversation made this part of the conversation made this part of the conversation because you might have a partner in a because you might have a partner in a because you might have a partner in a country in Africa where they don't have country in Africa where they don't have country in Africa where they don't have this expertise they're giving them the this expertise they're giving them the this expertise they're giving them the blueprints like buy this kid from us blueprints like buy this kid from us blueprints like buy this kid from us we're going to help you down with we're going to help you down with we're going to help you down with construction what they didn't mention is construction what they didn't mention is construction what they didn't mention is also that they'll Finance

also that they'll Finance also that they'll Finance it of course they will of course they it of course they will of course they it of course they will of course they will we knew that but that wasn't you will we knew that but that wasn't you will we knew that but that wasn't you know like it was said but didn't have to know like it was said but didn't have to know like it was said but didn't have to be said sort of thing and anyway that be said sort of thing and anyway that be said sort of thing and anyway that one I thought was you know uh reading one I thought was you know uh reading one I thought was you know uh reading between the lines here with with Huawei between the lines here with with Huawei between the lines here with with Huawei there you go David I mean wi there you go David I mean wi there you go David I mean wi wirel Wireless is really just less wire wirel Wireless is really just less wire wirel Wireless is really just less wire right that's really what it is yeah right that's really what it is yeah right that's really what it is yeah that's the last wild is Wireless it's that's the last wild is Wireless it's that's the last wild is Wireless it's yes it's less wire just to you know yeah yes it's less wire just to you know yeah yes it's less wire just to you know yeah reason once we figure out how to reason once we figure out how to reason once we figure out how to transmit electricity to a light bulb transmit electricity to a light bulb transmit electricity to a light bulb just floating in the air with no wires just floating in the air with no wires just floating in the air with no wires then you know with made it then you know with made it then you know with made it oh at that point at that point Quantum oh at that point at that point Quantum oh at that point at that point Quantum is real yes and by the way uh if you is real yes and by the way uh if you is real yes and by the way uh if you guys in Texas need people to support guys in Texas need people to support guys in Texas need people to support your grid uh we just fired a bunch of your grid uh we just fired a bunch of your grid uh we just fired a bunch of people in Bonville power and they're people in Bonville power and they're people in Bonville power and they're great staff we have linemen we have um great staff we have linemen we have um great staff we have linemen we have um substation managers we've got all kinds substation managers we've got all kinds substation managers we've got all kinds of like talented deep expertise in the of like talented deep expertise in the of like talented deep expertise in the grid and they don't have a job here in grid and they don't have a job here in grid and they don't have a job here in the Northwest so if you would like to the Northwest so if you would like to the Northwest so if you would like to pick them up in Texas they'll be happy pick them up in Texas they'll be happy pick them up in Texas they'll be happy and we will all be better for it wow man and we will all be better for it wow man and we will all be better for it wow man that's sad yeah wow let me show you that's sad yeah wow let me show you that's sad yeah wow let me show you something show us you know um I don't something show us you know um I don't something show us you know um I don't even know what the freaking hell this even know what the freaking hell this even know what the freaking hell this thing is called you know the thing that thing is called you know the thing that thing is called you know the thing that like holds your badge around your neck like holds your badge around your neck like holds your badge around your neck the oh the the oh the the oh the lanyard yeah thingy yeah you know

lanyard yeah thingy yeah you know lanyard yeah thingy yeah you know that that that shite and shoot okay what does that shite and shoot okay what does that shite and shoot okay what does that say a lot who the hell is that I don't say a lot who the hell is that I don't say a lot who the hell is that I don't even know that is you know for how many even know that is you know for how many even know that is you know for how many years it's been which years it's been which years it's been which company hwei it's been a lot of money company hwei it's been a lot of money company hwei it's been a lot of money it's kind like the start spending all it's kind like the start spending all it's kind like the start spending all their money at the Super Bowl yeah the their money at the Super Bowl yeah the their money at the Super Bowl yeah the Huawei didn't even bother and then you Huawei didn't even bother and then you Huawei didn't even bother and then you know this year a lot of the us-based know this year a lot of the us-based know this year a lot of the us-based analysts they didn't want to see us they analysts they didn't want to see us they analysts they didn't want to see us they and you know we're like kind of and you know we're like kind of and you know we're like kind of blacklisted so that's that's a lot of blacklisted so that's that's a lot of blacklisted so that's that's a lot of money a lot of money spent leard I money a lot of money spent leard I money a lot of money spent leard I expect you while you're in barca to expect you while you're in barca to expect you while you're in barca to somehow purchase one of the new hot somehow purchase one of the new hot somehow purchase one of the new hot Huawei Huawei Huawei smartphones um and you know and bring it smartphones um and you know and bring it smartphones um and you know and bring it back you know I I mean I see reviews back you know I I mean I see reviews back you know I I mean I see reviews when they say who's got the best camera when they say who's got the best camera when they say who's got the best camera who's got this and they go well actually who's got this and they go well actually who's got this and they go well actually this new honor or this new Huawei camera this new honor or this new Huawei camera this new honor or this new Huawei camera blows away the iPhone yeah um but you blows away the iPhone yeah um but you blows away the iPhone yeah um but you can't buy it at a mobile operator in us can't buy it at a mobile operator in us can't buy it at a mobile operator in us there's no way that could have brought there's no way that could have brought there's no way that could have brought one of those back man he would have been one of those back man he would have been one of those back man he would have been confiscated himself and confiscated himself and confiscated himself and held and held for tariff yeah his land held and held for tariff yeah his land held and held for tariff yeah his land instead of allet would have said cavity search yeah upside down search yeah upside down exactly yeah you know

exactly yeah you know exactly yeah you know um this is the first time I've ever you um this is the first time I've ever you um this is the first time I've ever you know I I haven't spoken to huwe in a know I I haven't spoken to huwe in a know I I haven't spoken to huwe in a while while while um but this is the first time I actually um but this is the first time I actually um but this is the first time I actually thought you know uh in a few years time thought you know uh in a few years time thought you know uh in a few years time these guys are going to kick the crap these guys are going to kick the crap these guys are going to kick the crap out of apple and I remember long time out of apple and I remember long time out of apple and I remember long time ago almost a decade ago these guys were ago almost a decade ago these guys were ago almost a decade ago these guys were when they were telling me about getting when they were telling me about getting when they were telling me about getting into consumer or you know like consumer into consumer or you know like consumer into consumer or you know like consumer this is before they did their this is before they did their this is before they did their handsets and I remember me and my um handsets and I remember me and my um handsets and I remember me and my um Gartner counterpart we're just like Gartner counterpart we're just like Gartner counterpart we're just like laughing at the the guys like there's no laughing at the the guys like there's no laughing at the the guys like there's no way you guys can you know meet with way you guys can you know meet with way you guys can you know meet with apple they're they're going to they're apple they're they're going to they're apple they're they're going to they're they're already doing some really super they're already doing some really super they're already doing some really super scary stuff meaning scary highly scary stuff meaning scary highly scary stuff meaning scary highly competitive it's behind the Chinese you competitive it's behind the Chinese you competitive it's behind the Chinese you know whatever trade wall or whatever you know whatever trade wall or whatever you know whatever trade wall or whatever you want to call it yeah and they're going want to call it yeah and they're going want to call it yeah and they're going to unleash that stuff and um with all to unleash that stuff and um with all to unleash that stuff and um with all what is it Leonard I mean one company is what is it Leonard I mean one company is what is it Leonard I mean one company is innovating like their life depends on it innovating like their life depends on it innovating like their life depends on it the other company literally quit the other company literally quit the other company literally quit innovating years ago I mean nobody innovating years ago I mean nobody innovating years ago I mean nobody thinks of Apple is a giant innovator thinks of Apple is a giant innovator thinks of Apple is a giant innovator machine anymore at all they say machine anymore at all they say machine anymore at all they say incremental cool marketing they have a incremental cool marketing they have a incremental cool marketing they have a club that people want to be a part of club that people want to be a part of club that people want to be a part of the club I get the Apple Club I totally the club I get the Apple Club I totally the club I get the Apple Club I totally get it but as far as just outright Tech get it but as far as just outright Tech get it but as far as just outright Tech Innovation I I can't Apple hasn't done

Innovation I I can't Apple hasn't done Innovation I I can't Apple hasn't done in years yeah I think to be honest in years yeah I think to be honest in years yeah I think to be honest who has know that that don't that that does not know that that don't that that does not fit within their DNA anymore primarily fit within their DNA anymore primarily fit within their DNA anymore primarily because when they were innovating they because when they were innovating they because when they were innovating they had hungry young Engineers they had had hungry young Engineers they had had hungry young Engineers they had thought leadership they were pushing the thought leadership they were pushing the thought leadership they were pushing the envelope uh and things of that nature so envelope uh and things of that nature so envelope uh and things of that nature so I mean literally them um Microsoft I mean literally them um Microsoft I mean literally them um Microsoft Google they're not that's that's a good Google they're not that's that's a good Google they're not that's that's a good point about a lack of innovation I mean point about a lack of innovation I mean point about a lack of innovation I mean you know obviously the you know we had you know obviously the you know we had you know obviously the you know we had the the latest Galaxy devices came out the the latest Galaxy devices came out the the latest Galaxy devices came out from Samsung and yeah I was watching One from Samsung and yeah I was watching One from Samsung and yeah I was watching One video and they're just like he was just video and they're just like he was just video and they're just like he was just like you know what our guy on YouTube like you know what our guy on YouTube like you know what our guy on YouTube man he's the ultimate reviewer of man he's the ultimate reviewer of man he's the ultimate reviewer of everything on the planet and he's just everything on the planet and he's just everything on the planet and he's just like he was comparing it to huawei's like he was comparing it to huawei's like he was comparing it to huawei's stuff actually he's just like well stuff actually he's just like well stuff actually he's just like well didn't really get any changes with the didn't really get any changes with the didn't really get any changes with the camera they didn't use this new camera they didn't use this new camera they didn't use this new Innovative type of battery that Huawei Innovative type of battery that Huawei Innovative type of battery that Huawei is now switched to that gets he like is now switched to that gets he like is now switched to that gets he like listed three things that I hadn't even listed three things that I hadn't even listed three things that I hadn't even thought of that Huawei was doing in thought of that Huawei was doing in thought of that Huawei was doing in their new smartphones that Sams their new smartphones that Sams their new smartphones that Sams he felt like they were coasting yeah I I he felt like they were coasting yeah I I he felt like they were coasting yeah I I I I think Samsung is in I I think Samsung is in I I think Samsung is in trouble um the South Korean electronics trouble um the South Korean electronics trouble um the South Korean electronics companies are in big trouble um because companies are in big trouble um because companies are in big trouble um because you know like at CES what you saw were you know like at CES what you saw were you know like at CES what you saw were the Japanese basically pivoting to some the Japanese basically pivoting to some the Japanese basically pivoting to some weird stuff weird stuff weird stuff like

like like um well it's not weird stuff they um well it's not weird stuff they um well it's not weird stuff they pivoted more toward things that are more pivoted more toward things that are more pivoted more toward things that are more you know what is it Dei um not de yeah you know what is it Dei um not de yeah you know what is it Dei um not de yeah Dei Dei Dei related we just got ESG related ESG related we just got ESG related ESG related we just got ESG related ESG related what did he say say replay Bill heard replay Bill heard replay Bill heard it we are this episode will be known as it we are this episode will be known as it we are this episode will be known as automatically erased from the interwebs automatically erased from the interwebs automatically erased from the interwebs due to a due to a due to a search completed in some operating search completed in some operating search completed in some operating system episode of iot coffee talk post system episode of iot coffee talk post system episode of iot coffee talk post it to YouTube and ironically it'll never it to YouTube and ironically it'll never it to YouTube and ironically it'll never show as being posted gonna be cancelled show as being posted gonna be cancelled show as being posted gonna be cancelled never happen you're gonna have to carry never happen you're gonna have to carry never happen you're gonna have to carry this episode in a physical Yu key to this episode in a physical Yu key to this episode in a physical Yu key to pass sneaker net to all of our friends pass sneaker net to all of our friends pass sneaker net to all of our friends you guys are you guys are you guys are oh that's freaking hilarious um bad word oh that's freaking hilarious um bad word oh that's freaking hilarious um bad word you know who we need to have on the show you know who we need to have on the show you know who we need to have on the show we need to have Marquez brownley on the we need to have Marquez brownley on the we need to have Marquez brownley on the show he's the ultimate reviewer of show he's the ultimate reviewer of show he's the ultimate reviewer of everything and that's who I was thinking everything and that's who I was thinking everything and that's who I was thinking of when he was reviewing the latest of when he was reviewing the latest of when he was reviewing the latest stuff from Samsung I was like in the stuff from Samsung I was like in the stuff from Samsung I was like in the Austin Airport watching his deal and he Austin Airport watching his deal and he Austin Airport watching his deal and he just like knew off the top of the head just like knew off the top of the head just like knew off the top of the head innovations that that we were getting innovations that that we were getting innovations that that we were getting from other players that Samsung just from other players that Samsung just from other players that Samsung just punted on they go I just look I love the

punted on they go I just look I love the punted on they go I just look I love the tech reviews you know what I want I want tech reviews you know what I want I want tech reviews you know what I want I want one of to bring Debbie on the show and one of to bring Debbie on the show and one of to bring Debbie on the show and let's review the damn privacy aspect of let's review the damn privacy aspect of let's review the damn privacy aspect of all this yeah yeah oh all this yeah yeah oh all this yeah yeah oh privacy yeah I want to light people up privacy yeah I want to light people up privacy yeah I want to light people up that's what I'm saying that that's the that's what I'm saying that that's the that's what I'm saying that that's the the look WWE's Tech piece of it I I love the look WWE's Tech piece of it I I love the look WWE's Tech piece of it I I love it would I ever want to really use it it would I ever want to really use it it would I ever want to really use it hell unless they show me what's under hell unless they show me what's under hell unless they show me what's under the the the covers oh I'll show you what's under the covers oh I'll show you what's under the covers oh I'll show you what's under the covers it's called Deep seek covers it's called Deep seek covers it's called Deep seek yeah that's it yeah that's it I mean yeah that's it yeah that's it I mean yeah that's it yeah that's it I mean seriously the minute that you buy it you seriously the minute that you buy it you seriously the minute that you buy it you you know what comes along with it is the you know what comes along with it is the you know what comes along with it is the proverbial proverbial proverbial probe yeah you mean thing that they probe yeah you mean thing that they probe yeah you mean thing that they would use on me if I had one of those would use on me if I had one of those would use on me if I had one of those Huawei phones and tried to bring it back Huawei phones and tried to bring it back Huawei phones and tried to bring it back into the United States into the United States into the United States yes yes listen to Debbie no you know yes yes listen to Debbie no you know yes yes listen to Debbie no you know what Debbie I I saw that little blurb on what Debbie I I saw that little blurb on what Debbie I I saw that little blurb on um LinkedIn where you were interviewed um LinkedIn where you were interviewed um LinkedIn where you were interviewed by somebody and you made the mention by somebody and you made the mention by somebody and you made the mention about the models don't about the models don't about the models don't forget right you you know yeah and so I forget right you you know yeah and so I forget right you you know yeah and so I was recently asked by uh Fierce the guys was recently asked by uh Fierce the guys was recently asked by uh Fierce the guys at at at Fierce um is it safe to use the the uh Fierce um is it safe to use the the uh Fierce um is it safe to use the the uh what do you call it um these Chinese what do you call it um these Chinese what do you call it um these Chinese models right like models right like models right like the the the the the the alib offline yeah yeah and um for the

alib offline yeah yeah and um for the alib offline yeah yeah and um for the things that are hosted right and things that are hosted right and things that are hosted right and delivered as a let's say AI as a service delivered as a let's say AI as a service delivered as a let's say AI as a service nobody should be using that thing right nobody should be using that thing right nobody should be using that thing right that's like scary stuff right that's like scary stuff right that's like scary stuff right what what what you I would say based on what you're you I would say based on what you're you I would say based on what you're putting in there like for me like you putting in there like for me like you putting in there like for me like you know I wanted a Pico the GU recipe you know I wanted a Pico the GU recipe you know I wanted a Pico the GU recipe you know I don't think that's like a major know I don't think that's like a major know I don't think that's like a major fate fate fate secret yeah so using for stuff like that secret yeah so using for stuff like that secret yeah so using for stuff like that fine uh but like not like prary fine uh but like not like prary fine uh but like not like prary confidential sensitive information confidential sensitive information confidential sensitive information no yeah but then do you really want the no yeah but then do you really want the no yeah but then do you really want the CCP to know that you like pico Deo at a CCP to know that you like pico Deo at a CCP to know that you like pico Deo at a certain time or certain time or certain time or day with day with day with it I don't know they they might be able it I don't know they they might be able it I don't know they they might be able to read into that for something you know to read into that for something you know to read into that for something you know they can infer something from that um they can infer something from that um they can infer something from that um yeah you know but I I thought it was yeah you know but I I thought it was yeah you know but I I thought it was really interesting because really interesting because really interesting because there there's all this in gentic talk at there there's all this in gentic talk at there there's all this in gentic talk at mwc and um you know I had a lot of mwc and um you know I had a lot of mwc and um you know I had a lot of conversation with like Microsoft Google conversation with like Microsoft Google conversation with like Microsoft Google and some of these other guys that are and some of these other guys that are and some of these other guys that are trying to show the agentic AI trying to show the agentic AI trying to show the agentic AI story and um that that I that topic came story and um that that I that topic came story and um that that I that topic came up a couple times I had to bring it up up a couple times I had to bring it up up a couple times I had to bring it up it's like so how do you erase stuff how it's like so how do you erase stuff how it's like so how do you erase stuff how do you how do you get these um

do you how do you get these um do you how do you get these um agent to forget things that you can agent to forget things that you can agent to forget things that you can delete remember was it EU pushed years delete remember was it EU pushed years delete remember was it EU pushed years ago about the right to be forgotten yeah ago about the right to be forgotten yeah ago about the right to be forgotten yeah on Google yeah yeah but but D systems on Google yeah yeah but but D systems on Google yeah yeah but but D systems aren't built to to forget aren't built to to forget aren't built to to forget things so if you want to forget things things so if you want to forget things things so if you want to forget things you have to take extra steps and it's you have to take extra steps and it's you have to take extra steps and it's extremely hard to do an AI Mon oh no you extremely hard to do an AI Mon oh no you extremely hard to do an AI Mon oh no you have to you have to basically go to the have to you have to basically go to the have to you have to basically go to the base mall and retrain the freaking thing base mall and retrain the freaking thing base mall and retrain the freaking thing you have to do redo the post training you have to do redo the post training you have to do redo the post training yeah it needs to be literally a new yeah it needs to be literally a new yeah it needs to be literally a new model model model right do like if people put in requests right do like if people put in requests right do like if people put in requests through have being forgotten all they do through have being forgotten all they do through have being forgotten all they do is like suppress it or do some type of is like suppress it or do some type of is like suppress it or do some type of code make it harder for a person to get code make it harder for a person to get code make it harder for a person to get that information out not impossible that information out not impossible that information out not impossible right so I think in the future the right so I think in the future the right so I think in the future the future I think is going to be these future I think is going to be these future I think is going to be these smaller models where it won't cost that smaller models where it won't cost that smaller models where it won't cost that much retrain if you have removed much retrain if you have removed much retrain if you have removed something out you know it it removes a something out you know it it removes a something out you know it it removes a lot of the problems that we see with lot of the problems that we see with lot of the problems that we see with like IP and you know privacy and stuff like IP and you know privacy and stuff like IP and you know privacy and stuff people have their own models they don't people have their own models they don't people have their own models they don't it don't have to be hosted you know on it don't have to be hosted you know on it don't have to be hosted you know on the interweb and you know you don't have the interweb and you know you don't have the interweb and you know you don't have to share that to share that to share that information information information yeah it's pretty crazy stuff yeah yeah yeah it's pretty crazy stuff yeah yeah yeah it's pretty crazy stuff yeah yeah good point good point good point yeah um hey Yen no I I I just want to

yeah um hey Yen no I I I just want to yeah um hey Yen no I I I just want to yeah you haven't been on it for a long yeah you haven't been on it for a long yeah you haven't been on it for a long time what the hell's wrong with you man time what the hell's wrong with you man time what the hell's wrong with you man I know I know I've been I know I know I've been I know I know I've been bad I'm try to be good now again oh yeah you just remind me hey again oh yeah you just remind me hey everybody remember take us seriously at everybody remember take us seriously at everybody remember take us seriously at your own risk uh we're just here having your own risk uh we're just here having your own risk uh we're just here having fun and don't listen to Rob and fun and don't listen to Rob and fun and don't listen to Rob and don't take to heart any of his don't take to heart any of his don't take to heart any of his suggestions on investment strategy Che suggestions on investment strategy Che suggestions on investment strategy Che of any sort yes please all that advice I gave you like please all that advice I gave you like my whole stock portfolio has been like my whole stock portfolio has been like my whole stock portfolio has been like in a freef fall like the last few days I in a freef fall like the last few days I in a freef fall like the last few days I don't know why something on the don't know why something on the don't know why something on the TV some something I keep hearing oh TV some something I keep hearing oh TV some something I keep hearing oh we're gonna do tariffs no we're not we're gonna do tariffs no we're not we're gonna do tariffs no we're not gonna do tariffs oh we're gonna do gonna do tariffs oh we're gonna do gonna do tariffs oh we're gonna do tariffs whatever stock market down 400 tariffs whatever stock market down 400 tariffs whatever stock market down 400 points stock market down 700 points you points stock market down 700 points you points stock market down 700 points you know I'm just like my gosh un know I'm just like my gosh un know I'm just like my gosh un uncertainty is very expensive yes it is uncertainty is very expensive yes it is uncertainty is very expensive yes it is so I think there's a there's a team so I think there's a there's a team so I think there's a there's a team there's a team of retired Telo people there's a team of retired Telo people there's a team of retired Telo people that used to do roaming pricing and I that used to do roaming pricing and I that used to do roaming pricing and I think those guys are doing the tariffs think those guys are doing the tariffs think those guys are doing the tariffs so they're like do we do this we do that so they're like do we do this we do that so they're like do we do this we do that we do this went up it went down we got a we do this went up it went down we got a we do this went up it went down we got a deal don't anyway it's uh you got to deal don't anyway it's uh you got to deal don't anyway it's uh you got to follow some of the uh the Trump White follow some of the uh the Trump White follow some of the uh the Trump White House marketing people and be the one House marketing people and be the one House marketing people and be the one that knows what Trump's going to say

that knows what Trump's going to say that knows what Trump's going to say tomorrow yes that's kind of like tomorrow yes that's kind of like tomorrow yes that's kind of like following Nancy Pelosi's stock picks following Nancy Pelosi's stock picks following Nancy Pelosi's stock picks right yeah exactly that's after the fact right yeah exactly that's after the fact right yeah exactly that's after the fact now you can now you can now you can get yeah no that's a good point I just get yeah no that's a good point I just get yeah no that's a good point I just have like I have memories this is so have like I have memories this is so have like I have memories this is so nostalgic I have fond memories of Nvidia nostalgic I have fond memories of Nvidia nostalgic I have fond memories of Nvidia at 145 those were the days 145 those were the days oh we down like at 111 now or something oh we down like at 111 now or something oh we down like at 111 now or something oh my God I I love how Rob doubles down oh my God I I love how Rob doubles down oh my God I I love how Rob doubles down on all these these yeah you can't satisfy the market unless yeah you can't satisfy the market unless yeah you can't satisfy the market unless you have like a 500% beat you know it's you have like a 500% beat you know it's you have like a 500% beat you know it's not enough to beat analyst expectations not enough to beat analyst expectations not enough to beat analyst expectations Nvidia has to just like blow up the Nvidia has to just like blow up the Nvidia has to just like blow up the planet each time but doesn't open eye planet each time but doesn't open eye planet each time but doesn't open eye now need to buy a whole lot from now need to buy a whole lot from now need to buy a whole lot from Nvidia yeah I mean you know we've talked Nvidia yeah I mean you know we've talked Nvidia yeah I mean you know we've talked about this before you could you could about this before you could you could about this before you could you could obviously based on how much money you obviously based on how much money you obviously based on how much money you know all the companies have uh committed know all the companies have uh committed know all the companies have uh committed to spending you know 100 billion here to spending you know 100 billion here to spending you know 100 billion here 100 billion there 60 billion 70 billion 100 billion there 60 billion 70 billion 100 billion there 60 billion 70 billion 80 billion all you know they're all 80 billion all you know they're all 80 billion all you know they're all doing it and so you're like somebody's doing it and so you're like somebody's doing it and so you're like somebody's getting paid nvidia's getting paid all getting paid nvidia's getting paid all getting paid nvidia's getting paid all the data center all the people who go to the data center all the people who go to the data center all the people who go to making a data center they're all getting making a data center they're all getting making a data center they're all getting paid um so paid um so paid um so yeah eventually they know eventually yeah eventually they know eventually yeah eventually they know eventually that's gonna fall down because I mean a that's gonna fall down because I mean a that's gonna fall down because I mean a lot of these are capital expenditures lot of these are capital expenditures lot of these are capital expenditures people don't make those in people don't make those in people don't make those in that often right so a lot of that now so

that often right so a lot of that now so that often right so a lot of that now so it's gonna have to fall down at some it's gonna have to fall down at some it's gonna have to fall down at some point maybe go back up at some point but point maybe go back up at some point but point maybe go back up at some point but I don't think so well one of the I don't think so well one of the I don't think so well one of the interesting conversations I had at mwc interesting conversations I had at mwc interesting conversations I had at mwc was on the topic of demand and there was on the topic of demand and there was on the topic of demand and there were several Executives that I was were several Executives that I was were several Executives that I was chatting with regarding like um the data chatting with regarding like um the data chatting with regarding like um the data center build outs and you know this idea center build outs and you know this idea center build outs and you know this idea and you know even for uh 5G actually you and you know even for uh 5G actually you and you know even for uh 5G actually you know um data right and this notion of know um data right and this notion of know um data right and this notion of demand and how that is reflective of demand and how that is reflective of demand and how that is reflective of Revenue and it's like well not really Revenue and it's like well not really Revenue and it's like well not really you know monetization just because you you know monetization just because you you know monetization just because you have demand and you're incurrent cost have demand and you're incurrent cost have demand and you're incurrent cost doesn't mean that that is you know new doesn't mean that that is you know new doesn't mean that that is you know new revenue or in the case of cryp uh not revenue or in the case of cryp uh not revenue or in the case of cryp uh not crypto um you know crypto um you know crypto um you know AI that the infrastructure demand has to AI that the infrastructure demand has to AI that the infrastructure demand has to be monetizable right otherwise you're be monetizable right otherwise you're be monetizable right otherwise you're just expanding capacity and you know just expanding capacity and you know just expanding capacity and you know there's just more traffic or more tokens there's just more traffic or more tokens there's just more traffic or more tokens um running through your system and the um running through your system and the um running through your system and the question of monetization is um you know question of monetization is um you know question of monetization is um you know um price per unit and if you can't um price per unit and if you can't um price per unit and if you can't charge for that charge for that charge for that demand it's not monetized right and you demand it's not monetized right and you demand it's not monetized right and you know it's it's so weird that you get know it's it's so weird that you get know it's it's so weird that you get into these conversations with people into these conversations with people into these conversations with people that should know better that don't know that should know better that don't know that should know better that don't know better better better well maybe it's like the people who well maybe it's like the people who well maybe it's like the people who think that that um corporate taxes are

think that that um corporate taxes are think that that um corporate taxes are on on on Revenue which is like freaking Bonkers Revenue which is like freaking Bonkers Revenue which is like freaking Bonkers right it's on it's on profit not Revenue right it's on it's on profit not Revenue right it's on it's on profit not Revenue but they think that oh my gosh the but they think that oh my gosh the but they think that oh my gosh the government taxes you know these government taxes you know these government taxes you know these corporations on their corporations on their corporations on their revenue it's like no that's first we revenue it's like no that's first we revenue it's like no that's first we don't tax him enough but let's not get don't tax him enough but let's not get don't tax him enough but let's not get into that let's not do that yeah you into that let's not do that yeah you into that let's not do that yeah you should move should move should move I think I think this guy that you were I think I think this guy that you were I think I think this guy that you were talking to ler is is conflating no not talking to ler is is conflating no not talking to ler is is conflating no not just guy well these people because I'm just guy well these people because I'm just guy well these people because I'm I'm hearing you and it sounds like a I'm hearing you and it sounds like a I'm hearing you and it sounds like a group of people conflating Telo group of people conflating Telo group of people conflating Telo infrastructure and how you monetize it infrastructure and how you monetize it infrastructure and how you monetize it and and cloud data center infrastructure and and cloud data center infrastructure and and cloud data center infrastructure and expanding and Contracting which on and expanding and Contracting which on and expanding and Contracting which on the on the data center well that's the the on the data center well that's the the on the data center well that's the native business model but in t us dude native business model but in t us dude native business model but in t us dude it doesn't work that way it never worked it doesn't work that way it never worked it doesn't work that way it never worked that way we we did get a bit closer when that way we we did get a bit closer when that way we we did get a bit closer when we started um virtualizing a lot of we started um virtualizing a lot of we started um virtualizing a lot of these boxes like that but that was a ton these boxes like that but that was a ton these boxes like that but that was a ton of years ago you know it's like we did of years ago you know it's like we did of years ago you know it's like we did it it's done um you can't there's no it it's done um you can't there's no it it's done um you can't there's no demand charging and also look at the demand charging and also look at the demand charging and also look at the pricing the pricing is up front I'm pricing the pricing is up front I'm pricing the pricing is up front I'm going to char give me this this much going to char give me this this much going to char give me this this much data this volume for this price and data this volume for this price and data this volume for this price and that's it there's no there's no that's it there's no there's no that's it there's no there's no elasticity built in into the telom M it elasticity built in into the telom M it elasticity built in into the telom M it doesn't doesn't doesn't there yeah yeah you should be on CNBC there yeah yeah you should be on CNBC there yeah yeah you should be on CNBC David I don't know like my blood

David I don't know like my blood David I don't know like my blood pressure went up and I don't even work pressure went up and I don't even work pressure went up and I don't even work at the he got triggered got triggered triggered business question mark is once people business question mark is once people business question mark is once people buy all this compute and different buy all this compute and different buy all this compute and different things there's still no guarantee that things there's still no guarantee that things there's still no guarantee that they're going to be able to use it they're going to be able to use it they're going to be able to use it any good way or any way that you know uh any good way or any way that you know uh any good way or any way that you know uh the companies the fact they sold it to the companies the fact they sold it to the companies the fact they sold it to you that's all they care about they you that's all they care about they you that's all they care about they don't care if you can't use the stuff don't care if you can't use the stuff don't care if you can't use the stuff you bought yeah you bought yeah you bought yeah yeah so another interesting Financial yeah so another interesting Financial yeah so another interesting Financial tidbit that came out yesterday did you tidbit that came out yesterday did you tidbit that came out yesterday did you hear about how the US strategic Bitcoin hear about how the US strategic Bitcoin hear about how the US strategic Bitcoin Reserve was created Reserve was created Reserve was created yesterday oh I heard about that it's yesterday oh I heard about that it's yesterday oh I heard about that it's like dig it's it's digital gold people like dig it's it's digital gold people like dig it's it's digital gold people it's digital gold how you put something it's digital gold how you put something it's digital gold how you put something in in in doesn't doesn't doesn't exist but what I read is that I guess we exist but what I read is that I guess we exist but what I read is that I guess we had seized 200,000 Bitcoins from bad had seized 200,000 Bitcoins from bad had seized 200,000 Bitcoins from bad people and so we're just going to use people and so we're just going to use people and so we're just going to use that as the initial deposit into that that as the initial deposit into that that as the initial deposit into that Reserve God 200,000 Bitcoins that's Reserve God 200,000 Bitcoins that's Reserve God 200,000 Bitcoins that's worth a lot of money now worth a lot of money now worth a lot of money now no because they don't uh this you're no because they don't uh this you're no because they don't uh this you're talking about assets that have been talking about assets that have been talking about assets that have been seized but deep into because I was seized but deep into because I was seized but deep into because I was reading this funny enough um we think reading this funny enough um we think reading this funny enough um we think there's 200,000 Bitcoin we don't know there's 200,000 Bitcoin we don't know there's 200,000 Bitcoin we don't know where they are and we don't know where where they are and we don't know where where they are and we don't know where the keys are so it's like the guy that

the keys are so it's like the guy that the keys are so it's like the guy that that dumped the the hard drive into the that dumped the the hard drive into the that dumped the the hard drive into the garbage right so it's like it's here garbage right so it's like it's here garbage right so it's like it's here somewhere and it's worth a ton of money somewhere and it's worth a ton of money somewhere and it's worth a ton of money but I'm looking for it I don't know but I'm looking for it I don't know but I'm looking for it I don't know where it is right now I'm gonna buy the where it is right now I'm gonna buy the where it is right now I'm gonna buy the landfill and I'm gonna spend the rest of landfill and I'm gonna spend the rest of landfill and I'm gonna spend the rest of my life digging through trash yes this my life digging through trash yes this my life digging through trash yes this is the way I mean if I was if I was is the way I mean if I was if I was is the way I mean if I was if I was little Kim meaning you know the leader little Kim meaning you know the leader little Kim meaning you know the leader of North Korea another another rap of North Korea another another rap of North Korea another another rap artist from New York Rocket Man rocket Manet I would I would dump I I would Manet I would I would dump I I would dump uh I would dump all my Bitcoin you dump uh I would dump all my Bitcoin you dump uh I would dump all my Bitcoin you know they have tons of it you know they know they have tons of it you know they know they have tons of it you know they use it for R use it for R use it for R ransomware right oh good point yeah oh ransomware right oh good point yeah oh ransomware right oh good point yeah oh no they have tons of it I mean to there no they have tons of it I mean to there no they have tons of it I mean to there is no is no is no strategic Bitcoin reserve it there so no strategic Bitcoin reserve it there so no strategic Bitcoin reserve it there so no no I disagree basically you're handing no I disagree basically you're handing no I disagree basically you're handing somebody a gun you're handing some a gun somebody a gun you're handing some a gun somebody a gun you're handing some a gun to shoot you with it is strategic for a to shoot you with it is strategic for a to shoot you with it is strategic for a handful of people it is absolutely part handful of people it is absolutely part handful of people it is absolutely part of a strategy for a handful of people of a strategy for a handful of people of a strategy for a handful of people generally speaking no no it's generally speaking no no it's generally speaking no no it's bunkers yeah no they're trying to treat bunkers yeah no they're trying to treat bunkers yeah no they're trying to treat it like gold it's not like gold right it like gold it's not like gold right it like gold it's not like gold right well they think of it like gold because well they think of it like gold because well they think of it like gold because it's a a store of it's a a store of it's a a store of value you know one of these days we're value you know one of these days we're value you know one of these days we're going to get we're going to get that going to get we're going to get that going to get we're going to get that live tour into Ford Knox and all we're

live tour into Ford Knox and all we're live tour into Ford Knox and all we're going to find is an empty Vault and a going to find is an empty Vault and a going to find is an empty Vault and a Bitcoin p nft a Bitcoin nft that got Bitcoin p nft a Bitcoin nft that got Bitcoin p nft a Bitcoin nft that got printed out and we're like where where's printed out and we're like where where's printed out and we're like where where's the gold and that's that's Inc I love gold oh oh man this is this is almost getting to man this is this is almost getting to man this is this is almost getting to more like a James Bond more like a James Bond more like a James Bond movie no on the real old one actually movie no on the real old one actually movie no on the real old one actually it's more like Austin Powers it's more like Austin Powers it's more like Austin Powers movie really what this is and with a BL movie really what this is and with a BL movie really what this is and with a BL blended with a little idiocracy too I blended with a little idiocracy too I blended with a little idiocracy too I think but you're right I love the James think but you're right I love the James think but you're right I love the James Bond movie though that was that Bond movie though that was that Bond movie though that was that Goldfinger yep you know they're all the Goldfinger yep you know they're all the Goldfinger yep you know they're all the little little little helicopters yeah helicopters yeah helicopters yeah that was that was that was that was that was that was cool remind me of guy who bought it cool remind me of guy who bought it cool remind me of guy who bought it reminds me of the guy who bought the reminds me of the guy who bought the reminds me of the guy who bought the first tweet and made an NF of or first tweet and made an NF of or first tweet and made an NF of or something for several million dollars I something for several million dollars I something for several million dollars I want to say he paid 40 million something want to say he paid 40 million something want to say he paid 40 million something yeah and I think he could even sell it yeah and I think he could even sell it yeah and I think he could even sell it for like 10 cents I mean it was like a for like 10 cents I mean it was like a for like 10 cents I mean it was like a ridiculous amount and that was that was ridiculous amount and that was that was ridiculous amount and that was that was dorsy it was dorsy original Jack dorsy dorsy it was dorsy original Jack dorsy dorsy it was dorsy original Jack dorsy original nft yeah yeah you got to be original nft yeah yeah you got to be original nft yeah yeah you got to be early that's the message you got to be early that's the message you got to be early that's the message you got to be early you got to be the very beginning early you got to be the very beginning early you got to be the very beginning of the Ponzi scheme because if you're if of the Ponzi scheme because if you're if of the Ponzi scheme because if you're if you're further down the pyramid in your you're further down the pyramid in your you're further down the pyramid in your multi-level marketing thing that you're multi-level marketing thing that you're multi-level marketing thing that you're part of selling whatever yeah you ain't part of selling whatever yeah you ain't part of selling whatever yeah you ain't gonna make that money by the way um Rob

gonna make that money by the way um Rob gonna make that money by the way um Rob did you accept that Herbal Life order I did you accept that Herbal Life order I did you accept that Herbal Life order I placed for you yesterday I did I did and placed for you yesterday I did I did and placed for you yesterday I did I did and I'm really excited I'm excited to be a I'm really excited I'm excited to be a I'm really excited I'm excited to be a part of your part of your part of your pyramid thanks look I I already have the pyramid thanks look I I already have the pyramid thanks look I I already have the Mary K CAC on the driveway Mary K CAC on the driveway Mary K CAC on the driveway it is MLM is is popping man you got P it is MLM is is popping man you got P it is MLM is is popping man you got P Cadillac oh my God jeal Mary K honey oh Cadillac oh my God jeal Mary K honey oh Cadillac oh my God jeal Mary K honey oh yeah oh yeah that is awesome I'm part of yeah oh yeah that is awesome I'm part of yeah oh yeah that is awesome I'm part of David's David's David's downline yeah there's some in Chicago downline yeah there's some in Chicago downline yeah there's some in Chicago that have a pink uh Mary K Bentley no that have a pink uh Mary K Bentley no that have a pink uh Mary K Bentley no way work for somebody yeah well I guess way work for somebody yeah well I guess way work for somebody yeah well I guess somebody's out there hustling you know somebody's out there hustling you know somebody's out there hustling you know for them I guess oh they just started for them I guess oh they just started for them I guess oh they just started early first early first early first right right what are we gonna right right what are we gonna right right what are we gonna start that's right today's the best day start that's right today's the best day start that's right today's the best day today's the best yeah absolutely today's the best yeah absolutely today's the best yeah absolutely absolutely iot absolutely iot absolutely iot coins yeah iot coins let's start our own coins yeah iot coins let's start our own coins yeah iot coins let's start our own meme coin remember we found out how to meme coin remember we found out how to meme coin remember we found out how to do it remember do it remember do it remember Leonard yeah takes five minutes to make Leonard yeah takes five minutes to make Leonard yeah takes five minutes to make your own freaking stupid you know Meme your own freaking stupid you know Meme your own freaking stupid you know Meme coin yeah yeah because Trump and Melania coin yeah yeah because Trump and Melania coin yeah yeah because Trump and Melania were able to just crank him out you know were able to just crank him out you know were able to just crank him out you know and so we should be able to have iot and so we should be able to have iot and so we should be able to have iot namecoin yeah we were going to do fart namecoin yeah we were going to do fart namecoin yeah we were going to do fart coin and then someone already thought of coin and then someone already thought of coin and then someone already thought of it so we're it so we're it so we're screwed screwed screwed no man this is how we're gonna fund our

no man this is how we're gonna fund our no man this is how we're gonna fund our new Empire you know but but yeah and I new Empire you know but but yeah and I new Empire you know but but yeah and I think I think the whole iot coin is just think I think the whole iot coin is just think I think the whole iot coin is just part of the big momentum between 2025 part of the big momentum between 2025 part of the big momentum between 2025 being an iot Renaissance year it's all being an iot Renaissance year it's all being an iot Renaissance year it's all coming back it's hard you there was a coming back it's hard you there was a coming back it's hard you there was a lot of love I would say at the prove it lot of love I would say at the prove it lot of love I would say at the prove it conference that Walker Reynolds did I conference that Walker Reynolds did I conference that Walker Reynolds did I talked to some people who were part of talked to some people who were part of talked to some people who were part of that I had a call with uh the you know that I had a call with uh the you know that I had a call with uh the you know what's the the mqtt guys Hive guys um what's the the mqtt guys Hive guys um what's the the mqtt guys Hive guys um they you know it's what an interesting they you know it's what an interesting they you know it's what an interesting con concept if you were a vendor at that con concept if you were a vendor at that con concept if you were a vendor at that conference you were required to take conference you were required to take conference you were required to take this data set and do all this stuff with this data set and do all this stuff with this data set and do all this stuff with it and prove that your technology it and prove that your technology it and prove that your technology actually worked actually worked actually worked uh you couldn't just show up and have a uh you couldn't just show up and have a uh you couldn't just show up and have a booth and be like we're booth and be like we're booth and be like we're awesome it was awesome it was awesome it was Hardcore it's like a developers Hardcore it's like a developers Hardcore it's like a developers conference you know right in a way conference you know right in a way conference you know right in a way vendors who showed up with their vendors who showed up with their vendors who showed up with their industry iot stuff had to prove that it industry iot stuff had to prove that it industry iot stuff had to prove that it really worked and guess what it didn't really worked and guess what it didn't really worked and guess what it didn't work for everybody and they were shamed work for everybody and they were shamed work for everybody and they were shamed they were shamed in they were shamed in they were shamed in public wow yeah that's yeah that's hard public wow yeah that's yeah that's hard public wow yeah that's yeah that's hard yeah no you know what I invited him on yeah no you know what I invited him on yeah no you know what I invited him on uh actually I suggested and then they he uh actually I suggested and then they he uh actually I suggested and then they he said yeah I'll I'll come on iot coffee said yeah I'll I'll come on iot coffee said yeah I'll I'll come on iot coffee talk I said cool that' be great because talk I said cool that' be great because talk I said cool that' be great because he he was um I guess getting kind of

he he was um I guess getting kind of he he was um I guess getting kind of trolled by that what's that leaf guy is trolled by that what's that leaf guy is trolled by that what's that leaf guy is that his oh that guy's always trolling that his oh that guy's always trolling that his oh that guy's always trolling everybody yeah yeah yeah yeah he's a everybody yeah yeah yeah yeah he's a everybody yeah yeah yeah yeah he's a jerk well he's a jerk and no he has no jerk well he's a jerk and no he has no jerk well he's a jerk and no he has no no one has any love for that guy because no one has any love for that guy because no one has any love for that guy because all he does is Bash everyone yeah yeah all he does is Bash everyone yeah yeah all he does is Bash everyone yeah yeah yeah yeah and so but um I kind of put yeah yeah and so but um I kind of put yeah yeah and so but um I kind of put out there is like why don't you guys out there is like why don't you guys out there is like why don't you guys come both come on iot coffee talk and come both come on iot coffee talk and come both come on iot coffee talk and we'll be we'll have like a freaking we'll be we'll have like a freaking we'll be we'll have like a freaking brawl he would say yeah maybe Rick brawl he would say yeah maybe Rick brawl he would say yeah maybe Rick bolato will unblock me and then I can bolato will unblock me and then I can bolato will unblock me and then I can come back to him that's what he did yeah come back to him that's what he did yeah come back to him that's what he did yeah but yeah so the proven thing hmq just but yeah so the proven thing hmq just but yeah so the proven thing hmq just dominated they got lots of love some dominated they got lots of love some dominated they got lots of love some people didn't Dominate and they got a people didn't Dominate and they got a people didn't Dominate and they got a talking to uh some people didn't follow talking to uh some people didn't follow talking to uh some people didn't follow the rules and they got talking to in the rules and they got talking to in the rules and they got talking to in public and so I don't know if this is public and so I don't know if this is public and so I don't know if this is ushering in a new type of conference ushering in a new type of conference ushering in a new type of conference where vendors have to prove that their where vendors have to prove that their where vendors have to prove that their stuff isn't BS marketing I kind of like stuff isn't BS marketing I kind of like stuff isn't BS marketing I kind of like it it's kind of Hardcore but I kind of it it's kind of Hardcore but I kind of it it's kind of Hardcore but I kind of like it you know we should we should like it you know we should we should like it you know we should we should bring him on to talk about that approach bring him on to talk about that approach bring him on to talk about that approach because that that is really cool change because that that is really cool change because that that is really cool change I have a lot of strong opinions on this I have a lot of strong opinions on this I have a lot of strong opinions on this one so okay I've been paying attention one so okay I've been paying attention one so okay I've been paying attention to Walker and Zach from the OG to video to Walker and Zach from the OG to video to Walker and Zach from the OG to video all right yeah yeah just two dudes with all right yeah yeah just two dudes with all right yeah yeah just two dudes with great ideas and like big great ideas and like big great ideas and like big fan and I followed a lot of the people fan and I followed a lot of the people fan and I followed a lot of the people that came out of the pro it conference that came out of the pro it conference that came out of the pro it conference and I think the conference was fire I and I think the conference was fire I and I think the conference was fire I think in a in a positive way um I think

think in a in a positive way um I think think in a in a positive way um I think to your point Rob is making people like to your point Rob is making people like to your point Rob is making people like hey you're not coming here to BS so I hey you're not coming here to BS so I hey you're not coming here to BS so I think from the for a buyer audience an think from the for a buyer audience an think from the for a buyer audience an integrator audience tons of value where integrator audience tons of value where integrator audience tons of value where I well there were a lot of as my kids I well there were a lot of as my kids I well there were a lot of as my kids say cringe moments because you had a lot say cringe moments because you had a lot say cringe moments because you had a lot of alpha males trying to be alpha males of alpha males trying to be alpha males of alpha males trying to be alpha males in the room and at some point it's like in the room and at some point it's like in the room and at some point it's like dude hold on are you trying to prove dude hold on are you trying to prove dude hold on are you trying to prove your manliness to this own the manly man your manliness to this own the manly man your manliness to this own the manly man or are you here in a conference where or are you here in a conference where or are you here in a conference where you have an audience and there's this you have an audience and there's this you have an audience and there's this narrative that you you know like so narrative that you you know like so narrative that you you know like so there was a lot of that and if you know there was a lot of that and if you know there was a lot of that and if you know if any of these guys you know Zach or or if any of these guys you know Zach or or if any of these guys you know Zach or or or or Walker or the or Omar from you or or Walker or the or Omar from you or or Walker or the or Omar from you know hi mq hopefully I'm sure that know hi mq hopefully I'm sure that know hi mq hopefully I'm sure that feedback hopefully came in because he feedback hopefully came in because he feedback hopefully came in because he was like dude it's not it's not was like dude it's not it's not was like dude it's not it's not WWE like relax you know it's it's a WWE like relax you know it's it's a WWE like relax you know it's it's a conference it's it's your first one you conference it's it's your first one you conference it's it's your first one you sold out you started from the bottom up sold out you started from the bottom up sold out you started from the bottom up relax with the alpha male gun toing relax with the alpha male gun toing relax with the alpha male gun toing bazooka shooting thing um other than bazooka shooting thing um other than bazooka shooting thing um other than that you know I thought the content was that you know I thought the content was that you know I thought the content was great and and that's not a show that you great and and that's not a show that you great and and that's not a show that you go if you're full of it cuz you're going go if you're full of it cuz you're going go if you're full of it cuz you're going to get called out and if you cannot to get called out and if you cannot to get called out and if you cannot prove it you're gonna get pulled out pun prove it you're gonna get pulled out pun prove it you're gonna get pulled out pun intended I think he's great man it's intended I think he's great man it's intended I think he's great man it's pretty hardcore I agree we should have pretty hardcore I agree we should have pretty hardcore I agree we should have Walker on the show and and talk about it Walker on the show and and talk about it Walker on the show and and talk about it I think that'd be a good interview I think that'd be a good interview I think that'd be a good interview actually yeah he's he's funny too

actually yeah he's he's funny too actually yeah he's he's funny too because he he he um he's so freaking angry right it's like he's like pissed angry right it's like he's like pissed off at off at off at nothing but I'm like David I'm like nothing but I'm like David I'm like nothing but I'm like David I'm like David I've been watching his videos on David I've been watching his videos on David I've been watching his videos on YouTube Forever they're great if you YouTube Forever they're great if you YouTube Forever they're great if you were going to start your own consulting were going to start your own consulting were going to start your own consulting firm to help companies digitally firm to help companies digitally firm to help companies digitally transform he has actually laid out a transform he has actually laid out a transform he has actually laid out a plan and road map that you could adopt plan and road map that you could adopt plan and road map that you could adopt if your own consulting firm just say do if your own consulting firm just say do if your own consulting firm just say do what he's doing you know to digitally what he's doing you know to digitally what he's doing you know to digitally transform a lot of these companies um transform a lot of these companies um transform a lot of these companies um yeah he has a good engineering mind you yeah he has a good engineering mind you yeah he has a good engineering mind you can tell you know things out um he can tell you know things out um he can tell you know things out um he knows um How to Think Through knows um How to Think Through knows um How to Think Through methodologies but also the the you know methodologies but also the the you know methodologies but also the the you know the community aspect was great cuz I the community aspect was great cuz I the community aspect was great cuz I mean I think the first video is not more mean I think the first video is not more mean I think the first video is not more than six years old maybe six and a half than six years old maybe six and a half than six years old maybe six and a half yeah and I know yeah and I know yeah and I know that four years that four years that four years ago maybe three and a half they got into ago maybe three and a half they got into ago maybe three and a half they got into no four years ago they got into uh no four years ago they got into uh no four years ago they got into uh Discord and I think there were one of Discord and I think there were one of Discord and I think there were one of the first you know industry 4.0 you know the first you know industry 4.0 you know the first you know industry 4.0 you know anti- Rockwell anti- Rockwell anti- Rockwell antiseen and dude what the good thing is antiseen and dude what the good thing is antiseen and dude what the good thing is you know um we've talked about this many you know um we've talked about this many you know um we've talked about this many times out here at the iot coffee talk times out here at the iot coffee talk times out here at the iot coffee talk how you have the vendor lock in and how you have the vendor lock in and how you have the vendor lock in and sometimes you don't feel like you have a sometimes you don't feel like you have a sometimes you don't feel like you have a choice because they're so big and you

choice because they're so big and you choice because they're so big and you either deal with them or not but this either deal with them or not but this either deal with them or not but this community is from Frontline system community is from Frontline system community is from Frontline system integrators the dealing with machines at integrators the dealing with machines at integrators the dealing with machines at the PLC and HMI level and they will get the PLC and HMI level and they will get the PLC and HMI level and they will get into the minutia of I have this CNC into the minutia of I have this CNC into the minutia of I have this CNC machine and I'm trying to deliver this machine and I'm trying to deliver this machine and I'm trying to deliver this data load to make this and and it and it data load to make this and and it and it data load to make this and and it and it was great and look what it's grown uh so was great and look what it's grown uh so was great and look what it's grown uh so anyway like big props to how they built anyway like big props to how they built anyway like big props to how they built it uh and the knowledge is real and it's it uh and the knowledge is real and it's it uh and the knowledge is real and it's public and it's kind of like um they public and it's kind of like um they public and it's kind of like um they they had Community notes before we had they had Community notes before we had they had Community notes before we had Community notes Community notes Community notes yeah wow I'm yeah yeah their Discord yeah wow I'm yeah yeah their Discord yeah wow I'm yeah yeah their Discord server is pretty extensive yeah a lot of server is pretty extensive yeah a lot of server is pretty extensive yeah a lot of stuff on it I agree yeah I yeah I lots stuff on it I agree yeah I yeah I lots stuff on it I agree yeah I yeah I lots of props to those guys for sure and so I of props to those guys for sure and so I of props to those guys for sure and so I would say that's also part of the iot would say that's also part of the iot would say that's also part of the iot Renaissance of 2025 prove it just kicked Renaissance of 2025 prove it just kicked Renaissance of 2025 prove it just kicked off the year with a bang yeah you know I off the year with a bang yeah you know I off the year with a bang yeah you know I think our edji event was great um I'm think our edji event was great um I'm think our edji event was great um I'm feeling it I'm feeling it I uh also I feeling it I'm feeling it I uh also I feeling it I'm feeling it I uh also I spent time you know our friend um yeah spent time you know our friend um yeah spent time you know our friend um yeah but now he's in the cloud he's in the but now he's in the cloud he's in the but now he's in the cloud he's in the cloud like you guys friends with Rob Van cloud like you guys friends with Rob Van cloud like you guys friends with Rob Van cranberg you know he's one of the OG iot cranberg you know he's one of the OG iot cranberg you know he's one of the OG iot guys of all time um from Belgium anyway guys of all time um from Belgium anyway guys of all time um from Belgium anyway he's the guy who started the iot council he's the guy who started the iot council he's the guy who started the iot council and the iot day which always happens and the iot day which always happens and the iot day which always happens every year on April 9th uh and so this every year on April 9th uh and so this every year on April 9th uh and so this April 9th we're having the 15th April 9th we're having the 15th April 9th we're having the 15th anniversary of iot day is happening and

anniversary of iot day is happening and anniversary of iot day is happening and so iot day go look at it if you've never so iot day go look at it if you've never so iot day go look at it if you've never it sounds like no one here on this calls it sounds like no one here on this calls it sounds like no one here on this calls even heard of what I'm saying even heard of what I'm saying even heard of what I'm saying no I remember something about it but iot no I remember something about it but iot no I remember something about it but iot day he started you know this will be the day he started you know this will be the day he started you know this will be the 15th anniversary basically started it 15th anniversary basically started it 15th anniversary basically started it you know in the early days of I and it you know in the early days of I and it you know in the early days of I and it was basically like you go to the website was basically like you go to the website was basically like you go to the website and you register just some little event and you register just some little event and you register just some little event and it could be simple like just go have and it could be simple like just go have and it could be simple like just go have coffee with some people and tell them coffee with some people and tell them coffee with some people and tell them about iot and tell them how it works go about iot and tell them how it works go about iot and tell them how it works go just do something simple on iot day and just do something simple on iot day and just do something simple on iot day and so I remember that's how I got to know so I remember that's how I got to know so I remember that's how I got to know him and I remember doing tweet storms him and I remember doing tweet storms him and I remember doing tweet storms all day on iot day about iot use cases all day on iot day about iot use cases all day on iot day about iot use cases and stuff like that and so uh anyway I and stuff like that and so uh anyway I and stuff like that and so uh anyway I have signed up to do a web thing for the have signed up to do a web thing for the have signed up to do a web thing for the planet my goal I'm working really hard planet my goal I'm working really hard planet my goal I'm working really hard I'm finally pulling together all my use I'm finally pulling together all my use I'm finally pulling together all my use cases from the 17 sustainable cases from the 17 sustainable cases from the 17 sustainable development goals in iot it's been the development goals in iot it's been the development goals in iot it's been the scattered it's been in slide decks I'm scattered it's been in slide decks I'm scattered it's been in slide decks I'm been using my blog as kind of a scratch been using my blog as kind of a scratch been using my blog as kind of a scratch pad to get my thoughts through and pad to get my thoughts through and pad to get my thoughts through and making edits and changing to get where I making edits and changing to get where I making edits and changing to get where I think I want it to be and so I think I'm think I want it to be and so I think I'm think I want it to be and so I think I'm about right there and now I'm blasting about right there and now I'm blasting about right there and now I'm blasting through and trying to get one two maybe through and trying to get one two maybe through and trying to get one two maybe three use cases per sustainable three use cases per sustainable three use cases per sustainable development goal and pull that stuff development goal and pull that stuff development goal and pull that stuff together and guess what I threw in some together and guess what I threw in some together and guess what I threw in some AI because you got to have AI because you got to have AI because you got to have a gotta sprinkle it little sprinkle AI a gotta sprinkle it little sprinkle AI a gotta sprinkle it little sprinkle AI in there but it it was a little bit of

in there but it it was a little bit of in there but it it was a little bit of AI dooo on it turns out it's machine AI dooo on it turns out it's machine AI dooo on it turns out it's machine learning for actual real stuff and learning for actual real stuff and learning for actual real stuff and predicting future events and and predicting future events and and predicting future events and and computer vision which is AI also and you computer vision which is AI also and you computer vision which is AI also and you just you need it for absolutely all just you need it for absolutely all just you need it for absolutely all kinds of stuff yeah so so uh anyway I've kinds of stuff yeah so so uh anyway I've kinds of stuff yeah so so uh anyway I've been piecing those together I'm GNA work been piecing those together I'm GNA work been piecing those together I'm GNA work really hard and try to have that done really hard and try to have that done really hard and try to have that done I'm trying to pull it together into what I'm trying to pull it together into what I'm trying to pull it together into what we used to call a we used to call a we used to call a book um and get that out the door we'll book um and get that out the door we'll book um and get that out the door we'll see if I can I'm but I'm going to try to see if I can I'm but I'm going to try to see if I can I'm but I'm going to try to have something in time and I'll do a have something in time and I'll do a have something in time and I'll do a presentation on iot day about that and presentation on iot day about that and presentation on iot day about that and and Rob Jo and Rob Jo and Rob Jo me cool pretty cool me cool pretty cool me cool pretty cool groovy yeah um it's basically the cron groovy yeah um it's basically the cron groovy yeah um it's basically the cron of what Co of Narnia is what's happening of what Co of Narnia is what's happening of what Co of Narnia is what's happening here you know yeah I can't wait to get know yeah I can't wait to get home I bet I bet do you have some good home I bet I bet do you have some good home I bet I bet do you have some good Veno while you're there oh yeah well we Veno while you're there oh yeah well we Veno while you're there oh yeah well we I had dinner with um with Earl Lum and I had dinner with um with Earl Lum and I had dinner with um with Earl Lum and Mark and Mark and Mark and um we went to restaurant called um fond um we went to restaurant called um fond um we went to restaurant called um fond what it what it what it Fondo um fond Pepe yeah so hey you know Fondo um fond Pepe yeah so hey you know Fondo um fond Pepe yeah so hey you know you when any of you guys show up we you when any of you guys show up we you when any of you guys show up we should go there but we recorded a should go there but we recorded a should go there but we recorded a episode for next curve you know we just episode for next curve you know we just episode for next curve you know we just do this silly um you know half drunk uh do this silly um you know half drunk uh do this silly um you know half drunk uh recap of the event but I do want to say

recap of the event but I do want to say recap of the event but I do want to say something man um gsma didn't go nuts something man um gsma didn't go nuts something man um gsma didn't go nuts with the hype this year which is really with the hype this year which is really with the hype this year which is really shocking they called the theme was shocking they called the theme was shocking they called the theme was connectivity feel the power or you know connectivity feel the power or you know connectivity feel the power or you know experience the power of connectivity experience the power of connectivity experience the power of connectivity which is bring it back to the network which is bring it back to the network which is bring it back to the network you know the connectivity and didn't you know the connectivity and didn't you know the connectivity and didn't talk about you know some weird you know talk about you know some weird you know talk about you know some weird you know metaverse metaverse metaverse um so on stage all a lot of the um so on stage all a lot of the um so on stage all a lot of the European operators they're pretty somber European operators they're pretty somber European operators they're pretty somber you know um talking about real stuff um you know um talking about real stuff um you know um talking about real stuff um policy related Spectrum policy related policy related Spectrum policy related policy related Spectrum policy related um you know in terms of um the urgency um you know in terms of um the urgency um you know in terms of um the urgency of getting uh over the 5gs hurdle it it of getting uh over the 5gs hurdle it it of getting uh over the 5gs hurdle it it was only like when the Chinese dudes got was only like when the Chinese dudes got was only like when the Chinese dudes got up on stage they started talking all up on stage they started talking all up on stage they started talking all kinds of weird about Ai and U but kinds of weird about Ai and U but kinds of weird about Ai and U but other than that I mean I think uh Europe other than that I mean I think uh Europe other than that I mean I think uh Europe is done with the nonsense uh cuz I think is done with the nonsense uh cuz I think is done with the nonsense uh cuz I think there's recognition that Europe is being there's recognition that Europe is being there's recognition that Europe is being behind and something has to happen um behind and something has to happen um behind and something has to happen um because China like you said Rob Huawei because China like you said Rob Huawei because China like you said Rob Huawei was flexing big and the reason why was flexing big and the reason why was flexing big and the reason why they're doing that is because they know they're doing that is because they know they're doing that is because they know they're winning if not they've already they're winning if not they've already they're winning if not they've already won and that should bug the crap out of won and that should bug the crap out of won and that should bug the crap out of everybody everybody everybody else always they had by far the biggest else always they had by far the biggest else always they had by far the biggest they had the biggest Booth they're St they had the biggest Booth they're St they had the biggest Booth they're St there I think it took up almost the there I think it took up almost the there I think it took up almost the entire Hall yeah it's crazy it was like

entire Hall yeah it's crazy it was like entire Hall yeah it's crazy it was like it was like they were like a great white it was like they were like a great white it was like they were like a great white shark and maybe a couple of stands in shark and maybe a couple of stands in shark and maybe a couple of stands in the front were like little rora fish the front were like little rora fish the front were like little rora fish like you know yeah Barnacles stuck to like you know yeah Barnacles stuck to like you know yeah Barnacles stuck to the bottom you know like eating the bottom you know like eating the bottom you know like eating scraps um they're they're monstrous and scraps um they're they're monstrous and scraps um they're they're monstrous and that Booth was insane and everyone that Booth was insane and everyone that Booth was insane and everyone everyone their competitors were saying everyone their competitors were saying everyone their competitors were saying it too it's just how do you how do you it too it's just how do you how do you it too it's just how do you how do you match that scill Nokia Booth was just match that scill Nokia Booth was just match that scill Nokia Booth was just like big as the Cisco like big as the Cisco like big as the Cisco Booth isn't that crazy that is Booth isn't that crazy that is Booth isn't that crazy that is crazy I heard ER I heard Erikson opened crazy I heard ER I heard Erikson opened crazy I heard ER I heard Erikson opened up their Booth remember how it was up their Booth remember how it was up their Booth remember how it was always just Rings the rings of power always just Rings the rings of power always just Rings the rings of power yeah y yeah yeah I mean I spent a lot of yeah y yeah yeah I mean I spent a lot of yeah y yeah yeah I mean I spent a lot of time there but um it's nothing like the time there but um it's nothing like the time there but um it's nothing like the I mean there are some people know too I mean there are some people know too I mean there are some people know too they they they went over to see the pway they they they went over to see the pway they they they went over to see the pway stuff and stuff and stuff and everybody's just you know stunned everybody's just you know stunned everybody's just you know stunned because you know you might remember um because you know you might remember um because you know you might remember um after the pandemic they they were kind after the pandemic they they were kind after the pandemic they they were kind of split and they were a bit under the of split and they were a bit under the of split and they were a bit under the radar sort of um they had once they radar sort of um they had once they radar sort of um they had once they didn't have that big Hall it's just in didn't have that big Hall it's just in didn't have that big Hall it's just in the last three years that they've the last three years that they've the last three years that they've expanded their presence in that Hall and expanded their presence in that Hall and expanded their presence in that Hall and literally has t have taken over Hall one

literally has t have taken over Hall one literally has t have taken over Hall one and the other thing I noticed is the the and the other thing I noticed is the the and the other thing I noticed is the the hyperscalers are so weak now their game hyperscalers are so weak now their game hyperscalers are so weak now their game is like gone uh I remember like a few is like gone uh I remember like a few is like gone uh I remember like a few years ago there was a lot of concerns years ago there was a lot of concerns years ago there was a lot of concerns that they might like take things over that they might like take things over that they might like take things over they they don't really have much of a they they don't really have much of a they they don't really have much of a game and so when you consider that us game and so when you consider that us game and so when you consider that us hyperscalers and big tech companies hyperscalers and big tech companies hyperscalers and big tech companies don't have game and hway is as big as don't have game and hway is as big as don't have game and hway is as big as they are um that tells you something you they are um that tells you something you they are um that tells you something you know okay go ahead and call Andy jasse know okay go ahead and call Andy jasse know okay go ahead and call Andy jasse and tell him that AWS doesn't have game and tell him that AWS doesn't have game and tell him that AWS doesn't have game no they don't they don't they really the no they don't they don't they really the no they don't they don't they really the three hypers scalers are still so much three hypers scalers are still so much three hypers scalers are still so much bigger than anything else on the planet bigger than anything else on the planet bigger than anything else on the planet dude but are you saying they don't have dude but are you saying they don't have dude but are you saying they don't have game in terms of Telecom stuff yeah yeah game in terms of Telecom stuff yeah yeah game in terms of Telecom stuff yeah yeah I don't think they you know what I I I don't think they you know what I I I don't think they you know what I I have a I I have a feeling that Huawei have a I I have a feeling that Huawei have a I I have a feeling that Huawei Huawei is more Huawei is more Huawei is more capable than capable than capable than and and and most basically that than we think uh most basically that than we think uh most basically that than we think uh it's kind of scary man seriously it's it's kind of scary man seriously it's it's kind of scary man seriously it's it's scary how um it's not just their it's scary how um it's not just their it's scary how um it's not just their size and their presence in the hall is size and their presence in the hall is size and their presence in the hall is the technology and the breadth of their the technology and the breadth of their the technology and the breadth of their technology the depth of the technology technology the depth of the technology technology the depth of the technology and how all of it is and how all of it is and how all of it is integrated in a way that I don't think integrated in a way that I don't think integrated in a way that I don't think people appreciate people appreciate people appreciate yet yeah so yeah anyways on that really yet yeah so yeah anyways on that really yet yeah so yeah anyways on that really super depressing note

super depressing note super depressing note um out yeah who wants to take out and um out yeah who wants to take out and um out yeah who wants to take out and Bots you have made it to the end of Bots you have made it to the end of Bots you have made it to the end of another iot coffee tub where we start another iot coffee tub where we start another iot coffee tub where we start with strategy and end with strategy but with strategy and end with strategy but with strategy and end with strategy but the disaster and the Nuggets happen the disaster and the Nuggets happen the disaster and the Nuggets happen right in the middle so thank you for right in the middle so thank you for right in the middle so thank you for being one of us let's check the count 11 being one of us let's check the count 11 being one of us let's check the count 11 trillion subscribers which yes far trillion subscribers which yes far trillion subscribers which yes far exceeds the population of the planet but exceeds the population of the planet but exceeds the population of the planet but you know where those people are coming you know where those people are coming you know where those people are coming from we know too we see you so thank you from we know too we see you so thank you from we know too we see you so thank you for being here remember a couple of uh for being here remember a couple of uh for being here remember a couple of uh things you cannot forget number one do things you cannot forget number one do things you cannot forget number one do not follow Financial advice from this not follow Financial advice from this not follow Financial advice from this program if you expect to retire before program if you expect to retire before program if you expect to retire before you die number two refer to number one you die number two refer to number one you die number two refer to number one number three if you have extra money in number three if you have extra money in number three if you have extra money in nfts or cryptocurrency and hard drives nfts or cryptocurrency and hard drives nfts or cryptocurrency and hard drives in a landfill remember we have a great in a landfill remember we have a great in a landfill remember we have a great place for you to put it and that is place for you to put it and that is place for you to put it and that is Elevate our kids.org where we grab this Elevate our kids.org where we grab this Elevate our kids.org where we grab this money that you give us and we try to money that you give us and we try to money that you give us and we try to close the digital divide by slinging close the digital divide by slinging close the digital divide by slinging laptops and devices to kids that need it laptops and devices to kids that need it laptops and devices to kids that need it I'm actually serious you should check it I'm actually serious you should check it I'm actually serious you should check it out elevator kids.org so with that we out elevator kids.org so with that we out elevator kids.org so with that we send you love from all over all send you love from all over all send you love from all over all different corners of the planet Earth different corners of the planet Earth different corners of the planet Earth and have a good weekend and we will see and have a good weekend and we will see and have a good weekend and we will see you here in another episode of iot you here in another episode of iot you here in another episode of iot coffee talk peace coffee talk peace coffee talk peace out that was very out that was very out that was very eloquent that was really good man eloquent that was really good man eloquent that was really good man [Music]