IoT Coffee Talk SPECIAL EDITION! Lenovo GIAC 2025 (with Matt Eastwood and Crawford Del Prete)

We are here. Welcome everybody to IoT We are here. Welcome everybody to IoT Coffee Talk. And from Wally, New York. Coffee Talk. And from Wally, New York. Coffee Talk. And from Wally, New York. New York? No, where are we? New York? No, where are we? New York? No, where are we? We're in North Carolina. North Carolina, We're in North Carolina. North Carolina, We're in North Carolina. North Carolina, dude. What's wrong with you? I'm I don't dude. What's wrong with you? I'm I don't dude. What's wrong with you? I'm I don't I've had He He doesn't have his AI. I've had He He doesn't have his AI. I've had He He doesn't have his AI. >> I don't have my AI. No drinking. >> I don't have my AI. No drinking. >> I don't have my AI. No drinking. Yeah. No drinking. All right, who do we Yeah. No drinking. All right, who do we Yeah. No drinking. All right, who do we got here today? I don't know. Some got here today? I don't know. Some got here today? I don't know. Some incredible guests, actually. All right, incredible guests, actually. All right, incredible guests, actually. All right, we got Matt. He's right here. we got Matt. He's right here. we got Matt. He's right here. Hey everybody. We got Crawford Elprad. Hey everybody. We got Crawford Elprad. Hey everybody. We got Crawford Elprad. Hey. I IDC is in the house representing Hey. I IDC is in the house representing Hey. I IDC is in the house representing here. here. here. >> Yeah. Oh, yeah. Absolutely. We're here >> Yeah. Oh, yeah. Absolutely. We're here >> Yeah. Oh, yeah. Absolutely. We're here to learn about a lot of liquid cooled to learn about a lot of liquid cooled to learn about a lot of liquid cooled love. Liquid cooled love. love. Liquid cooled love. love. Liquid cooled love. >> that's what I'm hoping for. Yeah. >> that's what I'm hoping for. Yeah. >> that's what I'm hoping for. Yeah. >> Don't we need that for It's going to be >> Don't we need that for It's going to be >> Don't we need that for It's going to be liquid. Yeah, it is. It's got to be liquid. Yeah, it is. It's got to be liquid. Yeah, it is. It's got to be cooled. It's got to be cooled. cooled. It's got to be cooled. cooled. It's got to be cooled. >> It's got to be cooled. Absolutely. >> It's got to be cooled. Absolutely. >> It's got to be cooled. Absolutely. >> I mean, isn't that the way we're all >> I mean, isn't that the way we're all >> I mean, isn't that the way we're all going to make this AI stuff really work? going to make this AI stuff really work? going to make this AI stuff really work? Everybody think everything needs to be Everybody think everything needs to be Everybody think everything needs to be liquid cooled. liquid cooled. liquid cooled. It's going to melt down without It's not It's going to melt down without It's not It's going to melt down without It's not enough. Yeah, it's not enough. Yeah. You enough. Yeah, it's not enough. Yeah. You enough. Yeah, it's not enough. Yeah. You know, know, know, especially if you're out at Stargate in especially if you're out at Stargate in especially if you're out at Stargate in West Texas, it's pretty hot out there. West Texas, it's pretty hot out there. West Texas, it's pretty hot out there. Stargate. Yeah. We'll see. How do we Stargate. Yeah. We'll see. How do we Stargate. Yeah. We'll see. How do we feel about Stargate?

feel about Stargate? feel about Stargate? I want to do that tour. I want to do that tour. I want to do that tour. You know, a lot of people don't know You know, a lot of people don't know You know, a lot of people don't know originally Stargate the idea behind it originally Stargate the idea behind it originally Stargate the idea behind it this company called Crusoe who started this company called Crusoe who started this company called Crusoe who started building it, they were about trying to building it, they were about trying to building it, they were about trying to do alternative energy for data centers. do alternative energy for data centers. do alternative energy for data centers. And they saw there's this notion of And they saw there's this notion of And they saw there's this notion of stranded natural gas. stranded natural gas. stranded natural gas. So if you go out to West Texas in the So if you go out to West Texas in the So if you go out to West Texas in the Permian Basin where all the energy oil Permian Basin where all the energy oil Permian Basin where all the energy oil comes from, there's a lot of extra comes from, there's a lot of extra comes from, there's a lot of extra natural gas that comes off of that and natural gas that comes off of that and natural gas that comes off of that and they just burn it off. Yep. And so their they just burn it off. Yep. And so their they just burn it off. Yep. And so their thinking was we're going to take this thinking was we're going to take this thinking was we're going to take this excess natural gas and send it to a excess natural gas and send it to a excess natural gas and send it to a nearby data center. And send and and use nearby data center. And send and and use nearby data center. And send and and use it. And use it. it. And use it. it. And use it. Exactly. And so we'll use it and so can Exactly. And so we'll use it and so can Exactly. And so we'll use it and so can we get some town near the Permian Basin we get some town near the Permian Basin we get some town near the Permian Basin to build a data center? to build a data center? to build a data center? We'll ask Midland. We'll ask Odessa. No. We'll ask Midland. We'll ask Odessa. No. We'll ask Midland. We'll ask Odessa. No. No. Maybe Abilene. All right. So yes. No. Maybe Abilene. All right. So yes. No. Maybe Abilene. All right. So yes. They said Abilene said yes. Yeah. Wow. They said Abilene said yes. Yeah. Wow. They said Abilene said yes. Yeah. Wow. And so a lot of us were at Oracle last And so a lot of us were at Oracle last And so a lot of us were at Oracle last week and we saw lots of pictures and week and we saw lots of pictures and week and we saw lots of pictures and lots of people with hard hats playing. lots of people with hard hats playing. lots of people with hard hats playing. So what's the what's the wager? When do So what's the what's the wager? When do So what's the what's the wager? When do we think Stargate comes online? I want a we think Stargate comes online? I want a we think Stargate comes online? I want a month and a year. I'll I'll give you a month and a year. I'll I'll give you a month and a year. I'll I'll give you a quarter and a year.

quarter and a year. quarter and a year. I'm going to say Q1 26. I'm going to say Q1 26. I'm going to say Q1 26. Pretty soon. Pretty soon. Pretty soon. More ready than you realize. More ready than you realize. More ready than you realize. Oh, I'm a total player. I'm going to go Oh, I'm a total player. I'm going to go Oh, I'm a total player. I'm going to go Q4 26. OH. Q4 26. OH. Q4 26. OH. WELL, it depends on how you define WELL, it depends on how you define WELL, it depends on how you define online. online. online. >> Yeah, online is not like you know >> Yeah, online is not like you know >> Yeah, online is not like you know not like the lights turn on. They turn not like the lights turn on. They turn not like the lights turn on. They turn on the lights. Yeah, exactly. Well, but on the lights. Yeah, exactly. Well, but on the lights. Yeah, exactly. Well, but you know, you think about these data you know, you think about these data you know, you think about these data centers, it's not just one data center. centers, it's not just one data center. centers, it's not just one data center. It's like a complex. Yeah, keep talking. It's like a complex. Yeah, keep talking. It's like a complex. Yeah, keep talking. Multiple data centers. Multiple data centers. Multiple data centers. comes online. OH, WAIT. OH, OH, OH, comes online. OH, WAIT. OH, OH, OH, comes online. OH, WAIT. OH, OH, OH, WAIT. WAIT. WAIT. WE'LL HAVE ONE DATA CENTER ONLINE IN Q1 WE'LL HAVE ONE DATA CENTER ONLINE IN Q1 WE'LL HAVE ONE DATA CENTER ONLINE IN Q1 with a lot of GPUs. Jensen's going to be happy. I don't know Jensen's going to be happy. I don't know if Lisa will be happy yet. But maybe Not if Lisa will be happy yet. But maybe Not if Lisa will be happy yet. But maybe Not yet. yet. yet. Not happy. Jensen's always happy, I Not happy. Jensen's always happy, I Not happy. Jensen's always happy, I think. think. think. Well, when Lisa starts taking some share Well, when Lisa starts taking some share Well, when Lisa starts taking some share Yes. He will be. I'm happy that Lisa's Yes. He will be. I'm happy that Lisa's Yes. He will be. I'm happy that Lisa's getting some love lately, though. Yeah, getting some love lately, though. Yeah, getting some love lately, though. Yeah, she You know what I mean? Yeah, she's she You know what I mean? Yeah, she's she You know what I mean? Yeah, she's getting a LOT OF LOVE. YEAH, she's getting a LOT OF LOVE. YEAH, she's getting a LOT OF LOVE. YEAH, she's getting some love.

ABSOLUTELY. ABSOLUTELY. ABSOLUTELY. NO. THAT WAS A big ABSOLUTELY. NO. THAT WAS A big ABSOLUTELY. NO. THAT WAS A big announcement. I was at the IBM thing announcement. I was at the IBM thing announcement. I was at the IBM thing in Orlando. in Orlando. in Orlando. And then IBM did a deal with Anthropic And then IBM did a deal with Anthropic And then IBM did a deal with Anthropic and they had Dario there talking and and they had Dario there talking and and they had Dario there talking and you know, the thinking was okay, we're you know, the thinking was okay, we're you know, the thinking was okay, we're going to merge AI with enterprise, you going to merge AI with enterprise, you going to merge AI with enterprise, you know. IBM hundreds of years of know. IBM hundreds of years of know. IBM hundreds of years of enterprise experience and we're going to enterprise experience and we're going to enterprise experience and we're going to bring in Anthropic. bring in Anthropic. bring in Anthropic. One of the big things they were It was a One of the big things they were It was a One of the big things they were It was a developer conference, which is not developer conference, which is not developer conference, which is not normal for IBM to have a developer normal for IBM to have a developer normal for IBM to have a developer conference, you know, like you're conference, you know, like you're conference, you know, like you're accustomed to with Google or Microsoft. accustomed to with Google or Microsoft. accustomed to with Google or Microsoft. And so they launched this thing called And so they launched this thing called And so they launched this thing called Bob. Bob. Bob. IBM Project Bob and I was nearly IBM Project Bob and I was nearly IBM Project Bob and I was nearly thinking of Microsoft Bob. I'm thinking thinking of Microsoft Bob. I'm thinking thinking of Microsoft Bob. I'm thinking about Microsoft Bob and then Clippy. about Microsoft Bob and then Clippy. about Microsoft Bob and then Clippy. Clippy. And for those of you who don't Clippy. And for those of you who don't Clippy. And for those of you who don't remember, the product manager for remember, the product manager for remember, the product manager for Microsoft Bob was Melinda French. Microsoft Bob was Melinda French. Microsoft Bob was Melinda French. I'm not judging. Make Hey, Melinda I'm not judging. Make Hey, Melinda I'm not judging. Make Hey, Melinda Gates. Gates. Gates. Yes, that's how she survived as a Yes, that's how she survived as a Yes, that's how she survived as a product manager for Bob, I think. Okay, product manager for Bob, I think. Okay, product manager for Bob, I think. Okay, wait a minute. I don't I don't think the wait a minute. I don't I don't think the wait a minute. I don't I don't think the audience audience audience knows who these gentlemen are. I mean, knows who these gentlemen are. I mean, knows who these gentlemen are. I mean, tell them. You're talking like some tell them. You're talking like some tell them. You're talking like some serious firepower here.

serious firepower here. serious firepower here. Me, too. Me, too. Me, too. If you don't know who he is, This is If you don't know who he is, This is If you don't know who he is, This is This guy is This guy is This guy is his boss's boss. his boss's boss. his boss's boss. Boss? Is it like Boss? Is it like Boss? Is it like >> boss's boss. >> boss's boss. >> boss's boss. What's it mean? Two levels above this What's it mean? Two levels above this What's it mean? Two levels above this guy. guy. guy. >> levels. >> levels. >> levels. Maybe 20. And he's an amazing videographer, drone And he's an amazing videographer, drone videographer. videographer. videographer. We've all watched you walking through We've all watched you walking through We've all watched you walking through the forest. He does a lot of that. He the forest. He does a lot of that. He the forest. He does a lot of that. He walks He walks He walks in town. He walks He walks He walks in town. He walks He walks He walks in town. He lives in a really pretty town. It looks lives in a really pretty town. It looks lives in a really pretty town. It looks nice. nice. nice. Yeah. And then this Crawford is the CEO Yeah. And then this Crawford is the CEO Yeah. And then this Crawford is the CEO of IDC. of IDC. of IDC. IDC, we're we're all working. We're all IDC, we're we're all working. We're all IDC, we're we're all working. We're all working. working. working. >> except for me. I don't work for IDC. Oh, really? You aren't? Oh, really? You aren't? >> IS THAT A THREAT? I LOVE IT. I LOVE IT. Oh my gosh. It's a I LOVE IT. I LOVE IT. Oh my gosh. It's a threat. It's a promise and A THREAT. threat. It's a promise and A THREAT. threat. It's a promise and A THREAT. I LOVE THAT. I LOVE THAT. I LOVE THAT. THAT THAT THAT DUDE, THAT IS AWESOME.

DUDE, THAT IS AWESOME. DUDE, THAT IS AWESOME. >> Oh my god. Yeah. Oh my god. That's >> Oh my god. Yeah. Oh my god. That's >> Oh my god. Yeah. Oh my god. That's awesome. AI developed that right here. Didn't even It was in I got I got an Didn't even It was in I got I got an Nvidia Tegra up Oh, yeah, yeah, yeah. Nvidia Tegra up Oh, yeah, yeah, yeah. Nvidia Tegra up Oh, yeah, yeah, yeah. Oh, okay. Oh, okay. Oh, okay. upgrade. Yeah, you got to upgrade. No, upgrade. Yeah, you got to upgrade. No, upgrade. Yeah, you got to upgrade. No, no, this this is like really cool. Try no, this this is like really cool. Try no, this this is like really cool. Try to keep as much as possible in L2 cache. to keep as much as possible in L2 cache. to keep as much as possible in L2 cache. We can. No cache misses with Crawford. We can. No cache misses with Crawford. We can. No cache misses with Crawford. Absolutely. Yeah, but you know, we're Absolutely. Yeah, but you know, we're Absolutely. Yeah, but you know, we're here actually for Lenovo's global Yep. here actually for Lenovo's global Yep. here actually for Lenovo's global Yep. industry analyst conference and it's industry analyst conference and it's industry analyst conference and it's great to Catch you cooling in. It should great to Catch you cooling in. It should great to Catch you cooling in. It should be. Yeah, yeah. Can you tell me a little be. Yeah, yeah. Can you tell me a little be. Yeah, yeah. Can you tell me a little bit about AI on the device in the data bit about AI on the device in the data bit about AI on the device in the data center? Everywhere, right? I mean, it's center? Everywhere, right? I mean, it's center? Everywhere, right? I mean, it's like pocket to cloud on the smartphone. like pocket to cloud on the smartphone. like pocket to cloud on the smartphone. Yeah. So are you Are you part of Lenovo Yeah. So are you Are you part of Lenovo Yeah. So are you Are you part of Lenovo marketing? Did you just say pocket to marketing? Did you just say pocket to marketing? Did you just say pocket to cloud? cloud. That's what they called cloud? cloud. That's what they called cloud? cloud. That's what they called it, right? How many how many companies it, right? How many how many companies it, right? How many how many companies do pocket to cloud? do pocket to cloud? do pocket to cloud? How many OEMs? Not very many. I can say How many OEMs? Not very many. I can say How many OEMs? Not very many. I can say that. Uh that that yeah, I mean Yeah, I that. Uh that that yeah, I mean Yeah, I that. Uh that that yeah, I mean Yeah, I mean I mean, you know. Well, if we still mean I mean, you know. Well, if we still mean I mean, you know. Well, if we still had Windows Phone. had Windows Phone. had Windows Phone. Well, but Well, but Well, but All right, never mind. No, but I mean All right, never mind. No, but I mean All right, never mind. No, but I mean but seriously but seriously but seriously I don't want to go there. Yeah. But I I don't want to go there. Yeah. But I I don't want to go there. Yeah. But I mean, you're right. You're right. Very mean, you're right. You're right. Very mean, you're right. You're right. Very few. Right. Right.

few. Right. Right. few. Right. Right. Huh? Would you put Google in there? I Huh? Would you put Google in there? I Huh? Would you put Google in there? I guess we put Google in there. Android. guess we put Google in there. Android. guess we put Google in there. Android. Yeah. So parts Yeah, that's it. Yeah. So parts Yeah, that's it. Yeah. So parts Yeah, that's it. Sort of. Android. I think realistically Sort of. Android. I think realistically Sort of. Android. I think realistically you could put a few in there. You could you could put a few in there. You could you could put a few in there. You could put Google in there. put Google in there. put Google in there. >> Yeah. Yeah, you could put you you you >> Yeah. Yeah, you could put you you you >> Yeah. Yeah, you could put you you you could put Microsoft in there to some could put Microsoft in there to some could put Microsoft in there to some degree because I mean, you know, there's degree because I mean, you know, there's degree because I mean, you know, there's Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Um I mean, there's a lot of Um I mean, there's a lot of Um I mean, there's a lot of you know, like there's you know, like there's you know, like there's I mean, certainly IoT to cloud. I mean, certainly IoT to cloud. I mean, certainly IoT to cloud. Yeah, ASUS a lot of the Taiwanese Yeah, ASUS a lot of the Taiwanese Yeah, ASUS a lot of the Taiwanese companies Someone just said IoT. doing companies Someone just said IoT. doing companies Someone just said IoT. doing the I It's going to pocket to cloud the I It's going to pocket to cloud the I It's going to pocket to cloud thing with ASUS, but a lot of them don't thing with ASUS, but a lot of them don't thing with ASUS, but a lot of them don't really have that They either don't have really have that They either don't have really have that They either don't have the data center presence or it's nascent the data center presence or it's nascent the data center presence or it's nascent or they don't have the smartphone, or they don't have the smartphone, or they don't have the smartphone, right? And the wearable I mean, they right? And the wearable I mean, they right? And the wearable I mean, they have wearables and stuff like that, but have wearables and stuff like that, but have wearables and stuff like that, but you know, they don't have that core uh you know, they don't have that core uh you know, they don't have that core uh compute platform that is the smartphone, compute platform that is the smartphone, compute platform that is the smartphone, right? And I think that's that's the right? And I think that's that's the right? And I think that's that's the thing that makes Lenovo unique at scale. thing that makes Lenovo unique at scale. thing that makes Lenovo unique at scale. >> unique. I mean I mean, really I mean, I >> unique. I mean I mean, really I mean, I >> unique. I mean I mean, really I mean, I I I can't think of a company to to your I I can't think of a company to to your I I can't think of a company to to your point that the the closest is Google.

point that the the closest is Google. point that the the closest is Google. But I I can't think of a company that But I I can't think of a company that But I I can't think of a company that could actually do all those things, could actually do all those things, could actually do all those things, right? I mean, right? I mean, right? I mean, either companies have been not able to either companies have been not able to either companies have been not able to enter or they failed at it over I mean, enter or they failed at it over I mean, enter or they failed at it over I mean, how many times have we seen Dell Yeah. how many times have we seen Dell Yeah. how many times have we seen Dell Yeah. try to do mobility. I mean, I I mean, try to do mobility. I mean, I I mean, try to do mobility. I mean, I I mean, sorry, handheld mobility. Right. Right. sorry, handheld mobility. Right. Right. sorry, handheld mobility. Right. Right. How many times have we seen HP fail at How many times have we seen HP fail at How many times have we seen HP fail at handheld mobility? I mean, they spent handheld mobility? I mean, they spent handheld mobility? I mean, they spent 700 million bucks on Palm and still 700 million bucks on Palm and still 700 million bucks on Palm and still failed at at at at you know, they they failed at at at at you know, they they failed at at at at you know, they they they they just couldn't do it. they they just couldn't do it. they they just couldn't do it. >> Loved webOS, by the way. >> Loved webOS, by the way. >> Loved webOS, by the way. webOS. Yeah, yeah, I loved webOS, right? webOS. Yeah, yeah, I loved webOS, right? webOS. Yeah, yeah, I loved webOS, right? But kind of like But kind of like But kind of like application cards that you see on iPhone application cards that you see on iPhone application cards that you see on iPhone now. Where have I seen that? Yeah. Oh my Where have I seen that? Yeah. Oh my gosh. Wow. gosh. Wow. gosh. Wow. >> Yeah. Yeah. But but you know, I mean, >> Yeah. Yeah. But but you know, I mean, >> Yeah. Yeah. But but you know, I mean, it's just they are it's just they are it's just they are very very unique that way. I mean, you very very unique that way. I mean, you very very unique that way. I mean, you know, you might put Samsung know, you might put Samsung know, you might put Samsung but then they don't really do data but then they don't really do data but then they don't really do data center, right? They don't really do the center, right? They don't really do the center, right? They don't really do the top end of infrastructure, right? Yeah, top end of infrastructure, right? Yeah, top end of infrastructure, right? Yeah, so they don't they don't kind of have so they don't they don't kind of have so they don't they don't kind of have that. that. that. >> So even if they're in they have company, >> So even if they're in they have company, >> So even if they're in they have company, it's very rare and small companies.

it's very rare and small companies. it's very rare and small companies. It's hard to put a birth on that well, It's hard to put a birth on that well, It's hard to put a birth on that well, right? right? right? Why Why do you say that, Well, I mean, Why Why do you say that, Well, I mean, Why Why do you say that, Well, I mean, you even look at somebody like Apple, you even look at somebody like Apple, you even look at somebody like Apple, which obviously does devices well. which obviously does devices well. which obviously does devices well. They're really struggling with AI. Yeah? They're really struggling with AI. Yeah? They're really struggling with AI. Yeah? They haven't implemented AI on their They haven't implemented AI on their They haven't implemented AI on their device. And certainly they don't do data device. And certainly they don't do data device. And certainly they don't do data center. I will add one to the list we center. I will add one to the list we center. I will add one to the list we haven't talked about. haven't talked about. haven't talked about. Huawei. Huawei, they've got a cloud. Huawei. Huawei, they've got a cloud. Huawei. Huawei, they've got a cloud. Huawei's got a cloud. They've got Huawei's got a cloud. They've got Huawei's got a cloud. They've got infrastructure and they got mobile and infrastructure and they got mobile and infrastructure and they got mobile and believe it or not, they've got PCs. believe it or not, they've got PCs. believe it or not, they've got PCs. Yeah. Yeah. Yeah. Well, that that that that's a PC with Well, that that that that's a PC with Well, that that that that's a PC with wheels. And you know how I knew that wheels. And you know how I knew that wheels. And you know how I knew that Huawei had a cloud? Cuz I saw them Huawei had a cloud? Cuz I saw them Huawei had a cloud? Cuz I saw them listed in the Cloud Pulse Survey. Ah. listed in the Cloud Pulse Survey. Ah. listed in the Cloud Pulse Survey. Ah. Yes. Nice. Yes. Nice. Yes. Nice. There you go. They got a cloud. Who There you go. They got a cloud. Who There you go. They got a cloud. Who knew? You know, I just realized knew? You know, I just realized knew? You know, I just realized something. This is going to be the first something. This is going to be the first something. This is going to be the first episode of IoT Coffee Talk ever where episode of IoT Coffee Talk ever where episode of IoT Coffee Talk ever where we're filming the back of my head. Yeah, we're filming the back of my head. Yeah, we're filming the back of my head. Yeah, it's kind of weird. it's kind of weird. it's kind of weird. >> right. Yeah, yeah, yeah. You got to stop >> right. Yeah, yeah, yeah. You got to stop >> right. Yeah, yeah, yeah. You got to stop your head. Yeah, you need to turn around your head. Yeah, you need to turn around your head. Yeah, you need to turn around more, I think. It's kind of awkward. And more, I think. It's kind of awkward. And more, I think. It's kind of awkward. And we all No, no, I just make observations we all No, no, I just make observations we all No, no, I just make observations like that, you know. It's like You got like that, you know. It's like You got like that, you know. It's like You got the audio. You got the audio. do the the audio. You got the audio. do the the audio. You got the audio. do the talk in the bar.

talk in the bar. talk in the bar. Where We did one in Dana Point. Where We did one in Dana Point. Where We did one in Dana Point. >> Yeah, we did one in Dana Point. You've >> Yeah, we did one in Dana Point. You've >> Yeah, we did one in Dana Point. You've You've done them in the bar before? In You've done them in the bar before? In You've done them in the bar before? In Dana Point, we did one. We're we're Dana Point, we did one. We're we're Dana Point, we did one. We're we're drinking water, so Yeah. drinking water, so Yeah. drinking water, so Yeah. Yeah. Right. Right. Yes. Yeah, water. Yeah. Right. Right. Yes. Yeah, water. Yeah. Right. Right. Yes. Yeah, water. That's not water. It's converted water. That's not water. It's converted water. That's not water. It's converted water. Yeah. Yeah, yeah. Yeah, it's old water. Yeah. Yeah, yeah. Yeah, it's old water. Yeah. Yeah, yeah. Yeah, it's old water. >> But it's important to stir the pot when >> But it's important to stir the pot when >> But it's important to stir the pot when you do these things. That's what people you do these things. That's what people you do these things. That's what people want. We don't want a bunch of bobbing want. We don't want a bunch of bobbing want. We don't want a bunch of bobbing heads. Yes, yes, I agree with that. What heads. Yes, yes, I agree with that. What heads. Yes, yes, I agree with that. What was in the 21st century, what's been was in the 21st century, what's been was in the 21st century, what's been more What's the more important mega more What's the more important mega more What's the more important mega trend? Mobile trend? Mobile trend? Mobile or cloud? or cloud? or cloud? Both. Without mobile, you wouldn't have Both. Without mobile, you wouldn't have Both. Without mobile, you wouldn't have a meaningful cloud. Okay. Okay. I mean, a meaningful cloud. Okay. Okay. I mean, a meaningful cloud. Okay. Okay. I mean, if I go back to dot com, dot com was, if I go back to dot com, dot com was, if I go back to dot com, dot com was, you know, it was the right idea, wrong you know, it was the right idea, wrong you know, it was the right idea, wrong time. And it really took mobile and time. And it really took mobile and time. And it really took mobile and cloud to make this whole thing. cloud to make this whole thing. cloud to make this whole thing. I'm going to take the other side of I'm going to take the other side of I'm going to take the other side of that, but I respect your opinion. I'm that, but I respect your opinion. I'm that, but I respect your opinion. I'm going to say without cloud, we got going to say without cloud, we got going to say without cloud, we got nothing. And the reason being that what nothing. And the reason being that what nothing. And the reason being that what is cloud, right? Cloud is a computer in is cloud, right? Cloud is a computer in is cloud, right? Cloud is a computer in the network, s- s- s- simply. the network, s- s- s- simply. the network, s- s- s- simply. And that network, right, made mobility a And that network, right, made mobility a And that network, right, made mobility a reality. We all lived in the mobile We reality. We all lived in the mobile We reality. We all lived in the mobile We all lived in the mobile world where all lived in the mobile world where all lived in the mobile world where there was no network, and it was called there was no network, and it was called there was no network, and it was called like that those, you know, wacky like that those, you know, wacky like that those, you know, wacky handheld calculator organizers. They're handheld calculator organizers. They're handheld calculator organizers. They're useless. So, but basically, once you had useless. So, but basically, once you had useless. So, but basically, once you had a cloud, and once you had a network, a cloud, and once you had a network, a cloud, and once you had a network, then you had apps. Yeah. And those apps then you had apps. Yeah. And those apps then you had apps. Yeah. And those apps could be made resident or you useful on could be made resident or you useful on could be made resident or you useful on mobile. So, I'm going to say it all mobile. So, I'm going to say it all mobile. So, I'm going to say it all comes back to the cloud. But But without comes back to the cloud. But But without comes back to the cloud. But But without the mobile as a demand, would the cloud

the mobile as a demand, would the cloud the mobile as a demand, would the cloud have made it? have made it? have made it? No. No, no, I agree with that. I I've No. No, no, I agree with that. I I've No. No, no, I agree with that. I I've heard a lot of heard a lot of heard a lot of smart people say cloud would not have smart people say cloud would not have smart people say cloud would not have been as successful as it was if it been as successful as it was if it been as successful as it was if it wasn't for the smartphone revolution. wasn't for the smartphone revolution. wasn't for the smartphone revolution. Because it drove Because it drove Because it drove >> symbiotic. They were symbiotic. It was >> symbiotic. They were symbiotic. It was >> symbiotic. They were symbiotic. It was It was extremely I mean, and these It was extremely I mean, and these It was extremely I mean, and these things all, you know, we take for things all, you know, we take for things all, you know, we take for granted. But I think what you're kind of granted. But I think what you're kind of granted. But I think what you're kind of getting at, which is the question I'll getting at, which is the question I'll getting at, which is the question I'll pose, is pose, is pose, is AI, cloud, mobility. Three eras we've AI, cloud, mobility. Three eras we've AI, cloud, mobility. Three eras we've all lived through. all lived through. all lived through. >> Yeah. Which, when we're all at the old >> Yeah. Which, when we're all at the old >> Yeah. Which, when we're all at the old folks home, sitting in our rocking folks home, sitting in our rocking folks home, sitting in our rocking chairs, which will be the biggest? You chairs, which will be the biggest? You chairs, which will be the biggest? You mean next year? mean next year? mean next year? You mean right now? I mean, in the next You mean right now? I mean, in the next You mean right now? I mean, in the next week. By the way, I'm not I'm not going week. By the way, I'm not I'm not going week. By the way, I'm not I'm not going to stand up. I'm just going to SIT RIGHT to stand up. I'm just going to SIT RIGHT to stand up. I'm just going to SIT RIGHT HERE. OH, THAT'S A GOOD ONE. OH, THAT'S A GOOD ONE. You know, cloud, mobility, AI. Which You know, cloud, mobility, AI. Which You know, cloud, mobility, AI. Which will be the biggest one when we're will be the biggest one when we're will be the biggest one when we're looking back? All right. Wow. From an looking back? All right. Wow. From an looking back? All right. Wow. From an impact perspective, it's kind of hard to impact perspective, it's kind of hard to impact perspective, it's kind of hard to >> Pick pick pick your metric. >> Pick pick pick your metric. >> Pick pick pick your metric. >> I'm going to pick AI from an impact on >> I'm going to pick AI from an impact on >> I'm going to pick AI from an impact on business. Yeah. business. Yeah. business. Yeah. Um I think you're right, by the way. I I Um I think you're right, by the way. I I Um I think you're right, by the way. I I think I think AI I I think AI and and think I think AI I I think AI and and think I think AI I I think AI and and we're not even If this were a game, we we're not even If this were a game, we we're not even If this were a game, we haven't even tossed the coin yet. Like haven't even tossed the coin yet. Like haven't even tossed the coin yet. Like like like like we are so early.

like like like we are so early. like like like we are so early. >> We're early in AI. It's harder to say >> We're early in AI. It's harder to say >> We're early in AI. It's harder to say with AI versus cloud and mobile, which with AI versus cloud and mobile, which with AI versus cloud and mobile, which have been around a little while. Yeah. have been around a little while. Yeah. have been around a little while. Yeah. Yeah, the mobile instrumented humans, Yeah, the mobile instrumented humans, Yeah, the mobile instrumented humans, right? It was a really important Yeah. right? It was a really important Yeah. right? It was a really important Yeah. And and AI Yeah, I mean, I I AI with And and AI Yeah, I mean, I I AI with And and AI Yeah, I mean, I I AI with agents, and the way that we're going to agents, and the way that we're going to agents, and the way that we're going to actually have to administer and govern actually have to administer and govern actually have to administer and govern agents, they basically have to treat agents, they basically have to treat agents, they basically have to treat them like people. You're going to have them like people. You're going to have them like people. You're going to have to give them rights, and you're going to to give them rights, and you're going to to give them rights, and you're going to have to manage those rights. Yeah, I have to manage those rights. Yeah, I have to manage those rights. Yeah, I have to put them in active directory. have to put them in active directory. have to put them in active directory. Yeah. Just direct Well, you know, that I Yeah. Just direct Well, you know, that I Yeah. Just direct Well, you know, that I mean, that's not too far from that. mean, that's not too far from that. mean, that's not too far from that. Get out of my active directory. Get out of my active directory. Get out of my active directory. That's That's exactly what they're That's That's exactly what they're That's That's exactly what they're trying to do, right? I mean, one of the trying to do, right? I mean, one of the trying to do, right? I mean, one of the first order problems that they want to first order problems that they want to first order problems that they want to solve is the identity of agent. solve is the identity of agent. solve is the identity of agent. >> Who is this thing? Yeah. Who is this >> Who is this thing? Yeah. Who is this >> Who is this thing? Yeah. Who is this thing? What are they entitled to do? thing? What are they entitled to do? thing? What are they entitled to do? Like what you mentioned, the policy Like what you mentioned, the policy Like what you mentioned, the policy management. Yeah, I mean, you can't have management. Yeah, I mean, you can't have management. Yeah, I mean, you can't have a person walk into your building without a person walk into your building without a person walk into your building without credentials. Right. credentials. Right. credentials. Right. The first time I the concept of that, so The first time I the concept of that, so The first time I the concept of that, so remember when RPA started taking off remember when RPA started taking off remember when RPA started taking off with UI Path, with UI Path, with UI Path, I was at a conference, an oil and gas I was at a conference, an oil and gas I was at a conference, an oil and gas conference, and some people from Chevron conference, and some people from Chevron conference, and some people from Chevron were talking early days were talking early days were talking early days of trying to use UI Path for that kind of trying to use UI Path for that kind of trying to use UI Path for that kind of stuff to automate.

of stuff to automate. of stuff to automate. So, a lot of people don't realize in the So, a lot of people don't realize in the So, a lot of people don't realize in the '90s, tens of millions of business apps '90s, tens of millions of business apps '90s, tens of millions of business apps were built, Win32 business apps were were built, Win32 business apps were were built, Win32 business apps were built, running on Windows, and they're built, running on Windows, and they're built, running on Windows, and they're still here today. Yeah. And that was a still here today. Yeah. And that was a still here today. Yeah. And that was a revolution cuz it helped automate revolution cuz it helped automate revolution cuz it helped automate things, but now things, but now things, but now RPA was Okay, now we're going to RPA was Okay, now we're going to RPA was Okay, now we're going to automatically click all the things for automatically click all the things for automatically click all the things for you. And you. And you. And those people's first time they said this those people's first time they said this those people's first time they said this RPA agents, this was in 2018 at this RPA agents, this was in 2018 at this RPA agents, this was in 2018 at this conference, conference, conference, we put that agent into active directory we put that agent into active directory we put that agent into active directory because we needed to treat it like it because we needed to treat it like it because we needed to treat it like it was an actual employee. Yeah. At was an actual employee. Yeah. At was an actual employee. Yeah. At Chevron. And I was like, wow, that is Chevron. And I was like, wow, that is Chevron. And I was like, wow, that is interesting. First time I heard anything interesting. First time I heard anything interesting. First time I heard anything like that. Yeah. That's why I'm kind of like that. Yeah. That's why I'm kind of like that. Yeah. That's why I'm kind of today I'm thinking, you know, these AI today I'm thinking, you know, these AI today I'm thinking, you know, these AI agents, we're going to armies of agents agents, we're going to armies of agents agents, we're going to armies of agents working for us. working for us. working for us. Are they How do we treat them? Yeah. Are they How do we treat them? Yeah. Are they How do we treat them? Yeah. Yeah. So, so Yeah. So, so Yeah. So, so uh uh uh I think that I think that I think that you can think of them as like digital you can think of them as like digital you can think of them as like digital employees, but at the end of the day, employees, but at the end of the day, employees, but at the end of the day, they are still code, and they are still they are still code, and they are still they are still code, and they are still there to assist people. And I think there to assist people. And I think there to assist people. And I think that, you know, they're not going to get that, you know, they're not going to get that, you know, they're not going to get employee reviews, but they are going to employee reviews, but they are going to employee reviews, but they are going to be evaluated. They're going to be be evaluated. They're going to be be evaluated. They're going to be evaluated on their utility. And unlike evaluated on their utility. And unlike evaluated on their utility. And unlike employees that don't perform, employees that don't perform, employees that don't perform, they're going to be retired, right? The they're going to be retired, right? The they're going to be retired, right? The ones that don't perform will be retired, ones that don't perform will be retired, ones that don't perform will be retired, or they'll be augmented, or they'll be or they'll be augmented, or they'll be or they'll be augmented, or they'll be coached, or they'll be whatever you wha- coached, or they'll be whatever you wha- coached, or they'll be whatever you wha- wha- whatever you want to say. But I wha- whatever you want to say. But I wha- whatever you want to say. But I actually actually actually want to pose a different a question want to pose a different a question want to pose a different a question related to agents, which is Are those related to agents, which is Are those related to agents, which is Are those agents, which are let's call them agents, which are let's call them agents, which are let's call them digital employees, are they going to digital employees, are they going to digital employees, are they going to replace people?

replace people? replace people? Or are they going to augment people? Or are they going to augment people? Or are they going to augment people? Yes. Yes. Yes. You know, You know, You know, I mean, it seems like you've done this I mean, it seems like you've done this I mean, it seems like you've done this before. before. before. >> Yeah. >> Yeah. >> Yeah. We were chatting at a bar. I'm an expert at it. Thank you very I'm an expert at it. Thank you very much. Yeah, very very much. Yes. much. Yeah, very very much. Yes. much. Yeah, very very much. Yes. No, that's a good question. They will No, that's a good question. They will No, that's a good question. They will replace some employees, depending on replace some employees, depending on replace some employees, depending on their job, and they'll augment others. their job, and they'll augment others. their job, and they'll augment others. So, the craziest thing for me, seeing So, the craziest thing for me, seeing So, the craziest thing for me, seeing the power of AI, the power of AI, the power of AI, talking about augmenting someone, is And talking about augmenting someone, is And talking about augmenting someone, is And we've talked about this a few weeks ago. we've talked about this a few weeks ago. we've talked about this a few weeks ago. I was using Claude, Anthropic, I was using Claude, Anthropic, I was using Claude, Anthropic, which is really good at coding. which is really good at coding. which is really good at coding. >> By the way, in French, CLOUD CLOUD. [Applause] [Applause] [Laughter] [Laughter] [Laughter] OVER A 4-HOUR PERIOD, I sat there, and OVER A 4-HOUR PERIOD, I sat there, and OVER A 4-HOUR PERIOD, I sat there, and I'm a developer from Microsoft, and I I'm a developer from Microsoft, and I I'm a developer from Microsoft, and I was like, all right, I want to recreate was like, all right, I want to recreate was like, all right, I want to recreate Twitter. I want to build Twitter. Twitter. I want to build Twitter. Twitter. I want to build Twitter. All of it. And in 4 hours with Claude All of it. And in 4 hours with Claude All of it. And in 4 hours with Claude and me not five coding, me guiding it and me not five coding, me guiding it and me not five coding, me guiding it really specifically, and how to tooling, really specifically, and how to tooling, really specifically, and how to tooling, we built Twitter, we built the database we built Twitter, we built the database we built Twitter, we built the database design.

design. design. It completely worked. And then I had it It completely worked. And then I had it It completely worked. And then I had it built web, iOS, Android, and Windows built web, iOS, Android, and Windows built web, iOS, Android, and Windows clients to talk to it to test it. clients to talk to it to test it. clients to talk to it to test it. In 4 hours, I had the whole thing In 4 hours, I had the whole thing In 4 hours, I had the whole thing running. And so, it amplified me as a running. And so, it amplified me as a running. And so, it amplified me as a developer 100x, 1,000x. How many developer 100x, 1,000x. How many developer 100x, 1,000x. How many engineers and how many months or years I engineers and how many months or years I engineers and how many months or years I mean, it probably probably a thousands, mean, it probably probably a thousands, mean, it probably probably a thousands, and probably three or four HOW LONG DID and probably three or four HOW LONG DID and probably three or four HOW LONG DID IT TAKE TO BUILD TWITTER, even the IT TAKE TO BUILD TWITTER, even the IT TAKE TO BUILD TWITTER, even the early version of it? early version of it? early version of it? I would hashtags, I'd likes, I'd I would hashtags, I'd likes, I'd I would hashtags, I'd likes, I'd followings, the whole thing. followings, the whole thing. followings, the whole thing. It may not have scaled, but it was work It may not have scaled, but it was work It may not have scaled, but it was work I was I was blown away cuz we are all I was I was blown away cuz we are all I was I was blown away cuz we are all talking about it, we're being asked talking about it, we're being asked talking about it, we're being asked about this, and I'm like, how real is about this, and I'm like, how real is about this, and I'm like, how real is this? And yes, it amplified me. this? And yes, it amplified me. this? And yes, it amplified me. Are companies thinking about employing Are companies thinking about employing Are companies thinking about employing employees or replacing them? Or both? employees or replacing them? Or both? employees or replacing them? Or both? I don't know. Some of both. I think it's I don't know. Some of both. I think it's I don't know. Some of both. I think it's some of both. I mean, a lot of One of some of both. I mean, a lot of One of some of both. I mean, a lot of One of the debates, too, is what does the shape the debates, too, is what does the shape the debates, too, is what does the shape of an organization look like in the of an organization look like in the of an organization look like in the future? You know, most organizations are future? You know, most organizations are future? You know, most organizations are kind of pyramid-based. Yeah. And we kind of pyramid-based. Yeah. And we kind of pyramid-based. Yeah. And we already see the hollowing out of sort of already see the hollowing out of sort of already see the hollowing out of sort of entry level. So, a lot of folks are entry level. So, a lot of folks are entry level. So, a lot of folks are starting to think maybe it's more starting to think maybe it's more starting to think maybe it's more diamond-shaped, where you have you need diamond-shaped, where you have you need diamond-shaped, where you have you need fewer people at the bottom, but you fewer people at the bottom, but you fewer people at the bottom, but you still need a lot of people in the middle still need a lot of people in the middle still need a lot of people in the middle to pull this off together, and then to pull this off together, and then to pull this off together, and then somebody's got to govern at the top.

somebody's got to govern at the top. somebody's got to govern at the top. I think that there's something to that. I think that there's something to that. I think that there's something to that. I I think in the in the final analysis, I I think in the in the final analysis, I I think in the in the final analysis, this is going to be more of an amplifier this is going to be more of an amplifier this is going to be more of an amplifier than it is a replacer. I mean, for sure, than it is a replacer. I mean, for sure, than it is a replacer. I mean, for sure, it's a replacer, right? I mean, anybody it's a replacer, right? I mean, anybody it's a replacer, right? I mean, anybody remember the typing pool? I mean, like remember the typing pool? I mean, like remember the typing pool? I mean, like like like these things all go away like like these things all go away like like these things all go away eventually. eventually. eventually. But I think that we're going to be able But I think that we're going to be able But I think that we're going to be able to do things we never could think uh to do things we never could think uh to do things we never could think uh able to do before. To your point about able to do before. To your point about able to do before. To your point about building Twitter. And Matt, to your building Twitter. And Matt, to your building Twitter. And Matt, to your diamond-shaped point, diamond-shaped point, diamond-shaped point, my take my my quick take is that today my take my my quick take is that today my take my my quick take is that today it's very fashionable to say we're not it's very fashionable to say we're not it's very fashionable to say we're not going to have entry-level workers. I going to have entry-level workers. I going to have entry-level workers. I actually think we are going to have actually think we are going to have actually think we are going to have entry-level workers, but those entry-level workers, but those entry-level workers, but those entry-level workers are going to be the entry-level workers are going to be the entry-level workers are going to be the people that can quickly use AI to get up people that can quickly use AI to get up people that can quickly use AI to get up to speed to be amplified in a new way. to speed to be amplified in a new way. to speed to be amplified in a new way. And that function as middle-level And that function as middle-level And that function as middle-level people. people. people. >> Exactly. And I think that the the the >> Exactly. And I think that the the the >> Exactly. And I think that the the the the the entry-level worker needs to just the the entry-level worker needs to just the the entry-level worker needs to just understand that the workforce entry understand that the workforce entry understand that the workforce entry point is probably different than it ever point is probably different than it ever point is probably different than it ever was, you know, before. All right. And was, you know, before. All right. And was, you know, before. All right. And so, That's a good point.

so, That's a good point. so, That's a good point. >> You know, um >> You know, um >> You know, um I I I I I I I'm I I was not optimistic a year ago. I'm I I was not optimistic a year ago. I'm I I was not optimistic a year ago. I'm becoming more optimistic about this I'm becoming more optimistic about this I'm becoming more optimistic about this being an amplifier. being an amplifier. being an amplifier. Well, yeah. Well, when Elon's robots run Well, yeah. Well, when Elon's robots run Well, yeah. Well, when Elon's robots run around, it's all fun and games till the around, it's all fun and games till the around, it's all fun and games till the thing throws something at you. Yeah, thing throws something at you. Yeah, thing throws something at you. Yeah, yeah, exactly. It tries to kick you. yeah, exactly. It tries to kick you. yeah, exactly. It tries to kick you. Right. Right. Right. But but until that we get there, But but until that we get there, But but until that we get there, I I I I feel like it's an amplifier. I I I I feel like it's an amplifier. I I I I feel like it's an amplifier. Yeah, and I I think that was the mindset Yeah, and I I think that was the mindset Yeah, and I I think that was the mindset that everyone should have had with AI that everyone should have had with AI that everyone should have had with AI anyways, because historically, it's anyways, because historically, it's anyways, because historically, it's always been an amplifier, augmenter. always been an amplifier, augmenter. always been an amplifier, augmenter. It It's never really It It's never really It It's never really proven itself to be proven itself to be proven itself to be uh number one, a learning system, yet. uh number one, a learning system, yet. uh number one, a learning system, yet. Right. Right? Because training is Right. Right? Because training is Right. Right? Because training is different from learning. These systems different from learning. These systems different from learning. These systems don't inherently learn. So, what you don't inherently learn. So, what you don't inherently learn. So, what you have to do, and why we have agentic have to do, and why we have agentic have to do, and why we have agentic frameworks, is what you're trying to do frameworks, is what you're trying to do frameworks, is what you're trying to do is codify and guide actions, and that's is codify and guide actions, and that's is codify and guide actions, and that's kind of like a proxy of learning, right? kind of like a proxy of learning, right? kind of like a proxy of learning, right? Yeah. But the thing is that at the same Yeah. But the thing is that at the same Yeah. But the thing is that at the same time as we talked about earlier, what time as we talked about earlier, what time as we talked about earlier, what we're finding is that we're finding is that we're finding is that people are starting to put uh to take people are starting to put uh to take people are starting to put uh to take away the agency of the LLM in order to away the agency of the LLM in order to away the agency of the LLM in order to get to business-reliable, get to business-reliable, get to business-reliable, industrial-grade industrial-grade industrial-grade Right. uh capabilities, right? Because Right. uh capabilities, right? Because Right. uh capabilities, right? Because you know, one of I think one of the you know, one of I think one of the you know, one of I think one of the things that we're seeing a lot of things that we're seeing a lot of things that we're seeing a lot of enterprises unlearn is this idea that enterprises unlearn is this idea that enterprises unlearn is this idea that it's going to just replace people.

it's going to just replace people. it's going to just replace people. There's a lot of engineering that There's a lot of engineering that There's a lot of engineering that actually goes into actually goes into actually goes into uh configuring a working, valuable uh configuring a working, valuable uh configuring a working, valuable agent, right? I mean, I don't know if agent, right? I mean, I don't know if agent, right? I mean, I don't know if you Have you guys actually ever tried to you Have you guys actually ever tried to you Have you guys actually ever tried to put one of these agents together? Yeah. put one of these agents together? Yeah. put one of these agents together? Yeah. It's like daunting. And you have to It's like daunting. And you have to It's like daunting. And you have to >> opportunity to do that last week. It's >> opportunity to do that last week. It's >> opportunity to do that last week. It's really hard. And then to try to judge really hard. And then to try to judge really hard. And then to try to judge how I'm doing, it's really hard. Not not how I'm doing, it's really hard. Not not how I'm doing, it's really hard. Not not not some scripted thing, you know, like, not some scripted thing, you know, like, not some scripted thing, you know, like, "Oh, hey, you know, here's you know, "Oh, hey, you know, here's you know, "Oh, hey, you know, here's you know, right, you know, agent 101." right, you know, agent 101." right, you know, agent 101." I mean, something that you would I mean, something that you would I mean, something that you would actually use in the enterprise where actually use in the enterprise where actually use in the enterprise where it's going to automate a process, it's it's going to automate a process, it's it's going to automate a process, it's for a task, or even a a function. It for a task, or even a a function. It for a task, or even a a function. It it's not a trivial thing, right? And so, it's not a trivial thing, right? And so, it's not a trivial thing, right? And so, I think I think I think like to to your point about the the like to to your point about the the like to to your point about the the policies, managing the identity. I mean, policies, managing the identity. I mean, policies, managing the identity. I mean, there's an entire stack of things that there's an entire stack of things that there's an entire stack of things that you have to manage beyond just identity. you have to manage beyond just identity. you have to manage beyond just identity. That that's foundational, right? And so, That that's foundational, right? And so, That that's foundational, right? And so, these are these are all the things that these are these are all the things that these are these are all the things that I think we're going to continue to learn I think we're going to continue to learn I think we're going to continue to learn because it's not necessarily a case that because it's not necessarily a case that because it's not necessarily a case that everyone's kind of thought through all everyone's kind of thought through all everyone's kind of thought through all all the levels of the stacks and how it all the levels of the stacks and how it all the levels of the stacks and how it all should come together. Cuz, you know, all should come together. Cuz, you know, all should come together. Cuz, you know, like when I was at Cisco Live, like when I was at Cisco Live, like when I was at Cisco Live, uh uh uh one of the clients, he got up on stage one of the clients, he got up on stage one of the clients, he got up on stage and basically said he's a CISO of Ford and basically said he's a CISO of Ford and basically said he's a CISO of Ford Motor Company. He said, "If anyone tells Motor Company. He said, "If anyone tells Motor Company. He said, "If anyone tells you they figured out how to do agentic you they figured out how to do agentic you they figured out how to do agentic security and security and security and you know, identity management, I'll tell you know, identity management, I'll tell you know, identity management, I'll tell you right now they're lying." Yeah, you right now they're lying." Yeah, you right now they're lying." Yeah, yeah. I mean, that's where we are with yeah. I mean, that's where we are with yeah. I mean, that's where we are with stuff right now.

stuff right now. stuff right now. And and you know, I'm sure that the guys And and you know, I'm sure that the guys And and you know, I'm sure that the guys at Cisco didn't exactly want to hear at Cisco didn't exactly want to hear at Cisco didn't exactly want to hear that. that. that. But, that's what that's what their But, that's what that's what their But, that's what that's what their client was saying. And so, but that's a client was saying. And so, but that's a client was saying. And so, but that's a problem to be solved, right? problem to be solved, right? problem to be solved, right? And the question is is how do we solve And the question is is how do we solve And the question is is how do we solve it? How quickly? it? How quickly? it? How quickly? And then how much does it cost to And then how much does it cost to And then how much does it cost to actually maintain these things? And does actually maintain these things? And does actually maintain these things? And does it actually save jobs or create new it actually save jobs or create new it actually save jobs or create new jobs? Yeah. Right? Babysitters. What we jobs? Yeah. Right? Babysitters. What we jobs? Yeah. Right? Babysitters. What we call AI plumbers, AI janitors, and AI call AI plumbers, AI janitors, and AI call AI plumbers, AI janitors, and AI babysitters. Those are the three Right. So far, yeah. Stick that in your Right. So far, yeah. Stick that in your chat GPT and create a nice graphic. chat GPT and create a nice graphic. chat GPT and create a nice graphic. Yeah. Oh my god, you're right. You're right. Oh my god, you're right. You're right. >> So so I think part of the problem is >> So so I think part of the problem is >> So so I think part of the problem is that today you have a nearly infinite that today you have a nearly infinite that today you have a nearly infinite set of use cases being brought to the AI set of use cases being brought to the AI set of use cases being brought to the AI in the form of people using chat GPT and in the form of people using chat GPT and in the form of people using chat GPT and everything else. Where in fact, it's everything else. Where in fact, it's everything else. Where in fact, it's going to be the inverse of that. And going to be the inverse of that. And going to be the inverse of that. And that is that soft SaaS today has that is that soft SaaS today has that is that soft SaaS today has codified different things that people codified different things that people codified different things that people want to get done in the in the want to get done in the in the want to get done in the in the enterprise. And that takes the form of enterprise. And that takes the form of enterprise. And that takes the form of Salesforce, takes the form of Workday, Salesforce, takes the form of Workday, Salesforce, takes the form of Workday, Yeah, yeah. takes the form of of of of Yeah, yeah. takes the form of of of of Yeah, yeah. takes the form of of of of you know, you know, you know, marketing software, marketing software, marketing software, all those things. Finance, ERP, all that all those things. Finance, ERP, all that all those things. Finance, ERP, all that stuff. Yeah. And what we need to be able stuff. Yeah. And what we need to be able stuff. Yeah. And what we need to be able to do is now the hard work of building

to do is now the hard work of building to do is now the hard work of building intelligence and ultimately agents on intelligence and ultimately agents on intelligence and ultimately agents on top of those applications to make them top of those applications to make them top of those applications to make them smarter because the use cases don't smarter because the use cases don't smarter because the use cases don't really change. But, the tools and the really change. But, the tools and the really change. But, the tools and the efficiency efficiency efficiency to address those use cases do change. to address those use cases do change. to address those use cases do change. And that's what the hard work is going And that's what the hard work is going And that's what the hard work is going to be of the next decade. And and I and to be of the next decade. And and I and to be of the next decade. And and I and and I really think some of them are and I really think some of them are and I really think some of them are going to hit and some of them are going going to hit and some of them are going going to hit and some of them are going to hit and some people are going to to hit and some people are going to to hit and some people are going to invent new software categories that can invent new software categories that can invent new software categories that can be intelligent from day one. But, that's be intelligent from day one. But, that's be intelligent from day one. But, that's going to be the magic of agents. It's going to be the magic of agents. It's going to be the magic of agents. It's going to be watching this fragmented going to be watching this fragmented going to be watching this fragmented software world become more and more and software world become more and more and software world become more and more and more useful and intelligent. Not people more useful and intelligent. Not people more useful and intelligent. Not people asking what the weather is going to be asking what the weather is going to be asking what the weather is going to be at chat GPT. I mean, that's a fun parlor at chat GPT. I mean, that's a fun parlor at chat GPT. I mean, that's a fun parlor trick, but it's not something that I trick, but it's not something that I trick, but it's not something that I think you're going to get the big think you're going to get the big think you're going to get the big unlock. unlock. unlock. [Music] [Music] [Music] Your your bosses are pretty smart, man. Your your bosses are pretty smart, man. Your your bosses are pretty smart, man. I guess that's one of my bosses. I guess that's one of my bosses. I guess that's one of my bosses. Yeah, yeah. You know, that part of that Yeah, yeah. You know, that part of that Yeah, yeah. You know, that part of that diamond thing he WAS TALKING ABOUT.

[Laughter] [Laughter] THE ONLY THING I'LL ADD IS I think we're THE ONLY THING I'LL ADD IS I think we're THE ONLY THING I'LL ADD IS I think we're we're just seeing a repeat of a lot of we're just seeing a repeat of a lot of we're just seeing a repeat of a lot of the same patterns we've seen the same patterns we've seen the same patterns we've seen historically in our industry. historically in our industry. historically in our industry. So, for the enterprise, for the So, for the enterprise, for the So, for the enterprise, for the customer, you want to put your focus customer, you want to put your focus customer, you want to put your focus where you can differentiate. So, there where you can differentiate. So, there where you can differentiate. So, there are parts of the business where you can are parts of the business where you can are parts of the business where you can make a really big impact by rolling AI make a really big impact by rolling AI make a really big impact by rolling AI in. And those tend to be the parts of in. And those tend to be the parts of in. And those tend to be the parts of the business where your people are. So, the business where your people are. So, the business where your people are. So, if you're a manufacturer, it's really if you're a manufacturer, it's really if you're a manufacturer, it's really going to be on how you do process going to be on how you do process going to be on how you do process automation, how you do supply chain. If automation, how you do supply chain. If automation, how you do supply chain. If you're a services org, it's all there. you're a services org, it's all there. you're a services org, it's all there. If you're a go-to-market sales org, it's If you're a go-to-market sales org, it's If you're a go-to-market sales org, it's there. I just think people have to keep there. I just think people have to keep there. I just think people have to keep in mind where they can differentiate and in mind where they can differentiate and in mind where they can differentiate and where they want to focus versus where where they want to focus versus where where they want to focus versus where what's less differentiable or where they what's less differentiable or where they what's less differentiable or where they want to go more table stakes and want to go more table stakes and want to go more table stakes and off-the-shelf. AI plays everywhere, but off-the-shelf. AI plays everywhere, but off-the-shelf. AI plays everywhere, but you really want to focus the attention you really want to focus the attention you really want to focus the attention where there's differences that can be where there's differences that can be where there's differences that can be made competitively in the market today. made competitively in the market today. made competitively in the market today. That's not thousands of bets. That's a That's not thousands of bets. That's a That's not thousands of bets. That's a handful of bets for most companies. handful of bets for most companies. handful of bets for most companies. To do it at scale. To do it at scale. To do it at scale. Yeah. Yeah. Yeah. You know, and another angle You know, and another angle You know, and another angle is in dealing with complexity, the is in dealing with complexity, the is in dealing with complexity, the increasing complexity of like increasing complexity of like increasing complexity of like everything, whether it's supply chain, everything, whether it's supply chain, everything, whether it's supply chain, and whether or not it's like and whether or not it's like and whether or not it's like like for instance, like one of the like for instance, like one of the like for instance, like one of the things that we brought up on our show a things that we brought up on our show a things that we brought up on our show a few weeks ago, semiconductor design.

few weeks ago, semiconductor design. few weeks ago, semiconductor design. Right. Right? Test validation. All these Right. Right? Test validation. All these Right. Right? Test validation. All these things that are becoming increasingly things that are becoming increasingly things that are becoming increasingly and quite frankly, exponentially, truly and quite frankly, exponentially, truly and quite frankly, exponentially, truly exponentially more complicated. How do exponentially more complicated. How do exponentially more complicated. How do you use you use you use AI broadly, the you know, the enhanced AI broadly, the you know, the enhanced AI broadly, the you know, the enhanced ML capabilities from a compute ML capabilities from a compute ML capabilities from a compute standpoint, but also standpoint, but also standpoint, but also the generative stuff. How do you the generative stuff. How do you the generative stuff. How do you leverage that leverage that leverage that and create a tool chain that allows you and create a tool chain that allows you and create a tool chain that allows you to scale out your ability to deal with to scale out your ability to deal with to scale out your ability to deal with increasing complexity. And you know, I increasing complexity. And you know, I increasing complexity. And you know, I think the semiconductor industry is a think the semiconductor industry is a think the semiconductor industry is a perfect example. If Mario was here, he perfect example. If Mario was here, he perfect example. If Mario was here, he would vouch for me. You guys No, no, no. would vouch for me. You guys No, no, no. would vouch for me. You guys No, no, no. Mario's a dear friend. Mario's a dear friend. Mario's a dear friend. He I love the guy and uh He I love the guy and uh He I love the guy and uh Are you going to say that he's wrong? He Are you going to say that he's wrong? He Are you going to say that he's wrong? He would never he would say you're spot on. would never he would say you're spot on. would never he would say you're spot on. And and I And and I And and I and I believe you're spot on. And that and I believe you're spot on. And that and I believe you're spot on. And that is that we forget how complex is that we forget how complex is that we forget how complex semiconductor design, the software that semiconductor design, the software that semiconductor design, the software that resides I I like to use like a joke with resides I I like to use like a joke with resides I I like to use like a joke with Mario. Mario, you don't cover semis. You Mario. Mario, you don't cover semis. You Mario. Mario, you don't cover semis. You cover software frozen in silicon.

cover software frozen in silicon. cover software frozen in silicon. That's really what what what what semis That's really what what what what semis That's really what what what what semis are. And and and people forget how are. And and and people forget how are. And and and people forget how complicated software is and will become. complicated software is and will become. complicated software is and will become. And and you know, for years we would we And and you know, for years we would we And and you know, for years we would we would design semiconductors that were would design semiconductors that were would design semiconductors that were way ahead of the software and then the way ahead of the software and then the way ahead of the software and then the software would catch up. And now we've software would catch up. And now we've software would catch up. And now we've got this opportunity to your point, got this opportunity to your point, got this opportunity to your point, Leonard, with AI to design software and Leonard, with AI to design software and Leonard, with AI to design software and semiconductors that really scale semiconductors that really scale semiconductors that really scale beautifully together. And I think it's beautifully together. And I think it's beautifully together. And I think it's going to unlock going to unlock going to unlock just incredible breakthroughs in things just incredible breakthroughs in things just incredible breakthroughs in things like life sciences and drug discovery like life sciences and drug discovery like life sciences and drug discovery and and disease diagnosis and treatment. and and disease diagnosis and treatment. and and disease diagnosis and treatment. It's going to be a marvelous time It's going to be a marvelous time It's going to be a marvelous time because we're able to deal with this because we're able to deal with this because we're able to deal with this complexity. But, that's back to the complexity. But, that's back to the complexity. But, that's back to the efficiency point. That's back to the efficiency point. That's back to the efficiency point. That's back to the point that we can be more efficient than point that we can be more efficient than point that we can be more efficient than we've ever been before with this we've ever been before with this we've ever been before with this technology. So, I couldn't agree more. technology. So, I couldn't agree more. technology. So, I couldn't agree more. Semiconductors are a great example, but Semiconductors are a great example, but Semiconductors are a great example, but it's going to be an unlock across many it's going to be an unlock across many it's going to be an unlock across many many many Drug discovery, all these like many many Drug discovery, all these like many many Drug discovery, all these like prototypical supercomputing problems. I prototypical supercomputing problems. I prototypical supercomputing problems. I think it's think it's think it's Yeah, I mean, there's no doubt. Um Yeah, I mean, there's no doubt. Um Yeah, I mean, there's no doubt. Um Energy energy climate energy.

Energy energy climate energy. Energy energy climate energy. Energy Energy Energy energy crisis AI is creating. energy crisis AI is creating. energy crisis AI is creating. All those things. All those things. All those things. >> When you look at the whole tech stack >> When you look at the whole tech stack >> When you look at the whole tech stack starting with silicon and then into starting with silicon and then into starting with silicon and then into systems and software and then services systems and software and then services systems and software and then services at the top, does AI help accelerate the at the top, does AI help accelerate the at the top, does AI help accelerate the design life? So, basically, the whole design life? So, basically, the whole design life? So, basically, the whole development life cycle of of new development life cycle of of new development life cycle of of new products. products. products. You could, right? So, all of a sudden You could, right? So, all of a sudden You could, right? So, all of a sudden maybe I don't know if you if you're maybe I don't know if you if you're maybe I don't know if you if you're introducing things at a faster cadence introducing things at a faster cadence introducing things at a faster cadence where there's just more in each release. where there's just more in each release. where there's just more in each release. But, either way, you're going to unlock But, either way, you're going to unlock But, either way, you're going to unlock a lot of value here more quickly. a lot of value here more quickly. a lot of value here more quickly. And you you know, the other thing I was And you you know, the other thing I was And you you know, the other thing I was thinking about, think about like the thinking about, think about like the thinking about, think about like the technical debt problem in software a lot technical debt problem in software a lot technical debt problem in software a lot of organizations have. And and you know, of organizations have. And and you know, of organizations have. And and you know, it's like it's like it's like that's like a backlog of complexity and that's like a backlog of complexity and that's like a backlog of complexity and junk. junk. junk. A valuable junk that people you know, a A valuable junk that people you know, a A valuable junk that people you know, a lot of organizations don't want to deal lot of organizations don't want to deal lot of organizations don't want to deal with. And what if you can leverage with. And what if you can leverage with. And what if you can leverage generative AI to generative AI to generative AI to help you help you help you sort of mediate all of that, right? And sort of mediate all of that, right? And sort of mediate all of that, right? And and then that that's another opportunity and then that that's another opportunity and then that that's another opportunity to in to in to in infuse infuse infuse extensibility and extensibility and extensibility and uh uh uh you know, uh Give me another buzzword.

you know, uh Give me another buzzword. you know, uh Give me another buzzword. Give me another one. Yeah, come on. Help Give me another one. Yeah, come on. Help Give me another one. Yeah, come on. Help me out, guys. me out, guys. me out, guys. >> Sensibility. You guys are IDC. You >> Sensibility. You guys are IDC. You >> Sensibility. You guys are IDC. You should have ALL THE BUZZWORDS. SO SO SO, BUT BUT HERE'S MY THING, SO SO SO, BUT BUT HERE'S MY THING, LEONARD. I love how I love how Matt was LEONARD. I love how I love how Matt was LEONARD. I love how I love how Matt was like just staring at me going, you're like just staring at me going, you're like just staring at me going, you're probably going, "Oh my god, you would probably going, "Oh my god, you would probably going, "Oh my god, you would never be ABLE TO WORK." WE'LL GIVE YOU ACCESS TO THE LIBRARY OF WE'LL GIVE YOU ACCESS TO THE LIBRARY OF TERMINOLOGY. A library thesaurus, yeah. TERMINOLOGY. A library thesaurus, yeah. TERMINOLOGY. A library thesaurus, yeah. Yeah, yeah, yeah. We're ready to go. Yeah, yeah, yeah. We're ready to go. Yeah, yeah, yeah. We're ready to go. Your Your nickname's going to be Roget. Your Your nickname's going to be Roget. Your Your nickname's going to be Roget. You're like That's right. That's right. You're like That's right. That's right. You're like That's right. That's right. Roget, I love it. Roget, I love it. Roget, I love it. Okay. So, I would I would argue not Okay. So, I would I would argue not Okay. So, I would I would argue not argue. I I support what you're saying. argue. I I support what you're saying. argue. I I support what you're saying. The biggest unlock until generative AI The biggest unlock until generative AI The biggest unlock until generative AI for technical debt, 100% was the cloud. for technical debt, 100% was the cloud. for technical debt, 100% was the cloud. Like, take your mess, move it to the Like, take your mess, move it to the Like, take your mess, move it to the cloud, like deal with all that stuff. cloud, like deal with all that stuff. cloud, like deal with all that stuff. The next unlock for your for your The next unlock for your for your The next unlock for your for your middleware and for your applications is middleware and for your applications is middleware and for your applications is AI for your technical debt, right? And AI for your technical debt, right? And AI for your technical debt, right? And that's going to be the next that's going to be the next that's going to be the next uh mountain we're going to have to climb uh mountain we're going to have to climb uh mountain we're going to have to climb is doing what you're talking about. And is doing what you're talking about. And is doing what you're talking about. And so, companies, if they were smart, they so, companies, if they were smart, they so, companies, if they were smart, they basically they walked away from a lot of basically they walked away from a lot of basically they walked away from a lot of their infrastructure technical debt with their infrastructure technical debt with their infrastructure technical debt with the cloud cuz it's like, "Jesus, do I the cloud cuz it's like, "Jesus, do I the cloud cuz it's like, "Jesus, do I deal with my deal with my deal with my my old VAX or my old VAX or my old VAX or my old what or do I just move to the my old what or do I just move to the my old what or do I just move to the cloud? This looks pretty good." But, now cloud? This looks pretty good." But, now cloud? This looks pretty good." But, now I got all these applications that to I got all these applications that to I got all these applications that to your point, I'm not even sure how to your point, I'm not even sure how to your point, I'm not even sure how to freaking maintain these things. Like freaking maintain these things. Like freaking maintain these things. Like like these people are all retiring. Like like these people are all retiring. Like like these people are all retiring. Like now I use AI to refactor all this stuff.

now I use AI to refactor all this stuff. now I use AI to refactor all this stuff. 100%. I agree. And the other thing I 100%. I agree. And the other thing I 100%. I agree. And the other thing I think that's true, but if you don't think that's true, but if you don't think that's true, but if you don't implement this, if you don't architect implement this, if you don't architect implement this, if you don't architect this correctly, you could add a whole this correctly, you could add a whole this correctly, you could add a whole bunch more hairball to the hairball. bunch more hairball to the hairball. bunch more hairball to the hairball. Because you'll have all these AI-based Because you'll have all these AI-based Because you'll have all these AI-based workarounds to tie all these things workarounds to tie all these things workarounds to tie all these things together, and that's not Nobody wants to together, and that's not Nobody wants to together, and that's not Nobody wants to see that either. see that either. see that either. >> Right. We can use AI to upgrade your >> Right. We can use AI to upgrade your >> Right. We can use AI to upgrade your COBOL stuff to something new, modernize COBOL stuff to something new, modernize COBOL stuff to something new, modernize it. it. it. My God. You know. My God. You know. My God. You know. Absolutely. Well, you know, that's Absolutely. Well, you know, that's Absolutely. Well, you know, that's modernization. modernization. modernization. Yeah. Yeah. Yeah. >> Whatever that was like. >> Whatever that was like. >> Whatever that was like. >> When you can also do a great easy job of >> When you can also do a great easy job of >> When you can also do a great easy job of documenting everything to all the code documenting everything to all the code documenting everything to all the code and you know. Absolutely. Absolutely. and you know. Absolutely. Absolutely. and you know. Absolutely. Absolutely. Crazy stuff. We're in a crazy time. Crazy stuff. We're in a crazy time. Crazy stuff. We're in a crazy time. I don't know. I think that I don't know. I think that I don't know. I think that there is a one product that's the there is a one product that's the there is a one product that's the biggest selling product of all time, a biggest selling product of all time, a biggest selling product of all time, a product product product that that that gives credence to the smartphone gives credence to the smartphone gives credence to the smartphone revolution that's bigger than the cloud. There was a product that more humans There was a product that more humans wanted more than anything in their life. wanted more than anything in their life. wanted more than anything in their life. That's true. It was a smartphone. That's true. It was a smartphone. That's true. It was a smartphone. >> would upgrade every year or two, right?

>> would upgrade every year or two, right? >> would upgrade every year or two, right? >> And so, on some level it's like the >> And so, on some level it's like the >> And so, on some level it's like the smartphone is just overwhelmingly smartphone is just overwhelmingly smartphone is just overwhelmingly is the biggest thing in the 21st is the biggest thing in the 21st is the biggest thing in the 21st century. But to your point, century. But to your point, century. But to your point, the advent of the advent of the advent of LTE and GPS and great software apps and LTE and GPS and great software apps and LTE and GPS and great software apps and the cloud the cloud the cloud because like not everybody knew how to because like not everybody knew how to because like not everybody knew how to do reverse proxies out of their data do reverse proxies out of their data do reverse proxies out of their data centers to reach everything, but with centers to reach everything, but with centers to reach everything, but with the cloud, you can globally reach every the cloud, you can globally reach every the cloud, you can globally reach every phone everywhere. phone everywhere. phone everywhere. >> Yeah. So, it was pretty symbiotic. >> Yeah. So, it was pretty symbiotic. >> Yeah. So, it was pretty symbiotic. >> It was very, very symbiotic. >> It was very, very symbiotic. >> It was very, very symbiotic. You know, I mean, potato, potahto. You know, I mean, potato, potahto. You know, I mean, potato, potahto. >> Yeah. You know, I mean, I mean, without >> Yeah. You know, I mean, I mean, without >> Yeah. You know, I mean, I mean, without one, the other's not Right. really one, the other's not Right. really one, the other's not Right. really functional. But you're right. I mean, functional. But you're right. I mean, functional. But you're right. I mean, what an incredible business, right? I what an incredible business, right? I what an incredible business, right? I mean, you think about cloud, everybody mean, you think about cloud, everybody mean, you think about cloud, everybody loves it till they get the bill, right? loves it till they get the bill, right? loves it till they get the bill, right? But But But But But But BUT YOU LOOK AT THE PHONE, I But But But BUT YOU LOOK AT THE PHONE, I But But But BUT YOU LOOK AT THE PHONE, I mean, Jesus, I mean, to invent a product mean, Jesus, I mean, to invent a product mean, Jesus, I mean, to invent a product with an MSRP, I mean, somebody's paying with an MSRP, I mean, somebody's paying with an MSRP, I mean, somebody's paying for it, whether it's Yeah. But with an for it, whether it's Yeah. But with an for it, whether it's Yeah. But with an MSRP of a thousand bucks that every man, MSRP of a thousand bucks that every man, MSRP of a thousand bucks that every man, woman, child on planet Earth wants.

woman, child on planet Earth wants. woman, child on planet Earth wants. There's nothing There's nothing There's nothing It's It's It's amazing. It's just It's It's It's amazing. It's just It's It's It's amazing. It's just amazing. amazing. amazing. >> When you talk to companies about their >> When you talk to companies about their >> When you talk to companies about their go-to-market strategy, whatever they're go-to-market strategy, whatever they're go-to-market strategy, whatever they're doing, it's like, are you having to just doing, it's like, are you having to just doing, it's like, are you having to just kill yourself to convince people to buy kill yourself to convince people to buy kill yourself to convince people to buy your product? Or do you have something your product? Or do you have something your product? Or do you have something like this that people are dying like this that people are dying like this that people are dying IT'S FLYING OFF THE SHELVES. People IT'S FLYING OFF THE SHELVES. People IT'S FLYING OFF THE SHELVES. People sleep intense outside of the store. sleep intense outside of the store. sleep intense outside of the store. >> Right. And And you think about it. Yeah. >> Right. And And you think about it. Yeah. >> Right. And And you think about it. Yeah. This is your spectrum. On one end, This is your spectrum. On one end, This is your spectrum. On one end, there's this thing. On the other end, there's this thing. On the other end, there's this thing. On the other end, you're killing yourself to sell your you're killing yourself to sell your you're killing yourself to sell your product. Yeah. So, this is something for product. Yeah. So, this is something for product. Yeah. So, this is something for you, Crawford, but the one technology you, Crawford, but the one technology you, Crawford, but the one technology that helped enable all of this that was that helped enable all of this that was that helped enable all of this that was never monetized effectively was Wi-Fi. never monetized effectively was Wi-Fi. never monetized effectively was Wi-Fi. 100% Wi-Fi, yeah. Without that Wi-Fi, 100% Wi-Fi, yeah. Without that Wi-Fi, 100% Wi-Fi, yeah. Without that Wi-Fi, would any of this happen? would any of this happen? would any of this happen? >> Oh, yeah. Wi-Fi was the >> Oh, yeah. Wi-Fi was the >> Oh, yeah. Wi-Fi was the Yeah. Wi-Fi Wi-Fi is the is the most Yeah. Wi-Fi Wi-Fi is the is the most Yeah. Wi-Fi Wi-Fi is the is the most ubiquitous technology that except for ubiquitous technology that except for ubiquitous technology that except for maybe a couple of small, you know, maybe a couple of small, you know, maybe a couple of small, you know, Atheros or whoever, nobody got paid for Atheros or whoever, nobody got paid for Atheros or whoever, nobody got paid for it. I remember when I was working at it. I remember when I was working at it. I remember when I was working at Ericsson, it's like, yeah, we gave away Ericsson, it's like, yeah, we gave away Ericsson, it's like, yeah, we gave away Bluetooth. Yeah. Bluetooth. Yeah. Bluetooth. Yeah. And that was the smart thing to do, give And that was the smart thing to do, give And that was the smart thing to do, give it away. Yeah. Make it open. Yeah.

it away. Yeah. Make it open. Yeah. it away. Yeah. Make it open. Yeah. >> Yeah. Yeah, that's brilliant. >> Yeah. Yeah, that's brilliant. >> Yeah. Yeah, that's brilliant. >> Yeah. It was proprietary, never would >> Yeah. It was proprietary, never would >> Yeah. It was proprietary, never would have been as big a success. It was It have been as big a success. It was It have been as big a success. It was It was It's just amazing. I mean, we all was It's just amazing. I mean, we all was It's just amazing. I mean, we all think about it. We rely on Wi-Fi every think about it. We rely on Wi-Fi every think about it. We rely on Wi-Fi every single We rely on Bluetooth every single single We rely on Bluetooth every single single We rely on Bluetooth every single day. Even more and more, particularly day. Even more and more, particularly day. Even more and more, particularly with low power. with low power. with low power. >> Sure. Yeah. Right. But yeah, I mean, I >> Sure. Yeah. Right. But yeah, I mean, I >> Sure. Yeah. Right. But yeah, I mean, I mean, I'm I'm just I mean, not to get mean, I'm I'm just I mean, not to get mean, I'm I'm just I mean, not to get too too too esoteric about it, but I'm just so esoteric about it, but I'm just so esoteric about it, but I'm just so grateful to be alive Yeah. at this point grateful to be alive Yeah. at this point grateful to be alive Yeah. at this point in all of this because, you know, think in all of this because, you know, think in all of this because, you know, think about it. I mean, the first 50 years of about it. I mean, the first 50 years of about it. I mean, the first 50 years of tech, right? I mean, mainframe, tech, right? I mean, mainframe, tech, right? I mean, mainframe, minicomputer, PC. And then it was kind minicomputer, PC. And then it was kind minicomputer, PC. And then it was kind of cool, but think about the innovations of cool, but think about the innovations of cool, but think about the innovations we've seen in the last 20 years or 15 we've seen in the last 20 years or 15 we've seen in the last 20 years or 15 years. It's just gone non-linear. That's years. It's just gone non-linear. That's years. It's just gone non-linear. That's so true. That's so true. so true. That's so true. so true. That's so true. >> Robin and I will argue that there was >> Robin and I will argue that there was >> Robin and I will argue that there was nothing greater than the SR-71 and the nothing greater than the SR-71 and the nothing greater than the SR-71 and the X-15. Oh, yeah. The SR-71 Those were X-15. Oh, yeah. The SR-71 Those were X-15. Oh, yeah. The SR-71 Those were true innovations. But I want the plane from Top Gun. Oh, But I want the plane from Top Gun. Oh, yeah. The new one.

yeah. The new one. yeah. The new one. BUT HERE'S MY THING. BUT HERE'S MY THING. BUT HERE'S MY THING. Here's my Here's my Here's my I want to see an SR-71 if I'm on the I want to see an SR-71 if I'm on the I want to see an SR-71 if I'm on the right side of it and at the Super Bowl. right side of it and at the Super Bowl. right side of it and at the Super Bowl. Okay. I don't want to see that thing Okay. I don't want to see that thing Okay. I don't want to see that thing from a Fox hole coming out of me. No, from a Fox hole coming out of me. No, from a Fox hole coming out of me. No, that's not much. that's not much. that's not much. That's not much. Oh my gosh. No, not That's not much. Oh my gosh. No, not That's not much. Oh my gosh. No, not that. Mach 3.5. that. Mach 3.5. that. Mach 3.5. >> You know, you're so right about Wi-Fi. >> You know, you're so right about Wi-Fi. >> You know, you're so right about Wi-Fi. Even before we started thinking about Even before we started thinking about Even before we started thinking about mobility being this, mobility being this, mobility being this, mobility was We all used to have desktop mobility was We all used to have desktop mobility was We all used to have desktop PCs with Ethernet. PCs with Ethernet. PCs with Ethernet. And then all of a sudden Wi-Fi came And then all of a sudden Wi-Fi came And then all of a sudden Wi-Fi came around and you could have a laptop and around and you could have a laptop and around and you could have a laptop and you could walk around the office and go you could walk around the office and go you could walk around the office and go into A into A into A IT WAS MAGIC. IT WAS MAGIC. IT WAS MAGIC. YOU WERE NO LONGER ANCHORED TO YOUR YOU WERE NO LONGER ANCHORED TO YOUR YOU WERE NO LONGER ANCHORED TO YOUR DESK. DESK. DESK. >> With Ethernet speeds. Yes. Yes. >> With Ethernet speeds. Yes. Yes. >> With Ethernet speeds. Yes. Yes. Absolutely. Say freaking. That's okay. Absolutely. Say freaking. That's okay. Absolutely. Say freaking. That's okay. 802.11b, 802.11b, 802.11b, you know, IT'S LIKE 11 MEGABITS. OH MY you know, IT'S LIKE 11 MEGABITS. OH MY you know, IT'S LIKE 11 MEGABITS. OH MY GOD. GOD. GOD. IT WAS. OH my lord. IT WAS. OH my lord. IT WAS. OH my lord. Even were untethered. Uh yeah. Even were untethered. Uh yeah. Even were untethered. Uh yeah. >> It was great. I was such a Yeah, you just shines I was such a Yeah, you just shines around mobility. Oh, upstairs. And around mobility. Oh, upstairs. And around mobility. Oh, upstairs. And there's been And then And then And And there's been And then And then And And there's been And then And then And And now We're doing a podcast right now, now We're doing a podcast right now, now We're doing a podcast right now, buddy. down here on one of the big buddy. down here on one of the big buddy. down here on one of the big airlines, you know, where I'm where I'm airlines, you know, where I'm where I'm airlines, you know, where I'm where I'm It rhymes with JetBlue.

It rhymes with JetBlue. It rhymes with JetBlue. Uh and uh I mean, you know, you can Uh and uh I mean, you know, you can Uh and uh I mean, you know, you can stream. Yes. stream. Yes. stream. Yes. >> I mean, you you can watch YouTube >> I mean, you you can watch YouTube >> I mean, you you can watch YouTube videos. You can, you know, I mean, I videos. You can, you know, I mean, I videos. You can, you know, I mean, I mean, it's crazy. It's crazy. mean, it's crazy. It's crazy. mean, it's crazy. It's crazy. It is. It is. It is. It is. Absolutely. It is. Absolutely. It is. Absolutely. And when I realized I could do it, I was And when I realized I could do it, I was And when I realized I could do it, I was like, that's cool. But it wasn't like like, that's cool. But it wasn't like like, that's cool. But it wasn't like the first time I used Wi-Fi. We're so the first time I used Wi-Fi. We're so the first time I used Wi-Fi. We're so jaded jaded jaded WE'RE SO JADED. WE'RE SO JADED. WE'RE SO JADED. I'M NOT GETTING ON that plane if I don't I'M NOT GETTING ON that plane if I don't I'M NOT GETTING ON that plane if I don't have streaming connectivity and blah have streaming connectivity and blah have streaming connectivity and blah blah blah. It's like, YOU'RE FLYING IN blah blah. It's like, YOU'RE FLYING IN blah blah. It's like, YOU'RE FLYING IN THE AIR. IT'S MAGIC. YEAH, IT'S MAGIC. FLYING IN THE AIR, it's magic. YEAH. FLYING IN THE AIR, it's magic. YEAH. YOU FORGOTTEN ABOUT ALL THAT OTHER YOU FORGOTTEN ABOUT ALL THAT OTHER YOU FORGOTTEN ABOUT ALL THAT OTHER STUFF. STUFF. STUFF. >> You know what would be magic? A little >> You know what would be magic? A little >> You know what would be magic? A little bit more room in economy class so that bit more room in economy class so that bit more room in economy class so that you can actually type. That would be you can actually type. That would be you can actually type. That would be magic. magic. magic. Right. Oh my God. Right. Oh my God. Right. Oh my God. They're hoping you forget about that They're hoping you forget about that They're hoping you forget about that with the Wi-Fi. with the Wi-Fi. with the Wi-Fi. That's right. That's right. That's right. That's right. That's right. That's right. But on your AirPods, and just who cares But on your AirPods, and just who cares But on your AirPods, and just who cares about Wi-Fi? We can't type. Can't type. about Wi-Fi? We can't type. Can't type. about Wi-Fi? We can't type. Can't type. And the guy in front of you when he sees And the guy in front of you when he sees And the guy in front of you when he sees When the guy in front of you leans back When the guy in front of you leans back When the guy in front of you leans back and shatters your laptop screen.

and shatters your laptop screen. and shatters your laptop screen. >> Well, you know, as as much as, >> Well, you know, as as much as, >> Well, you know, as as much as, you know, the usability of these things you know, the usability of these things you know, the usability of these things and they've gotten a lot better, the and they've gotten a lot better, the and they've gotten a lot better, the person who can get the Surface with the person who can get the Surface with the person who can get the Surface with the stand to work on a tray, that is a stand to work on a tray, that is a stand to work on a tray, that is a player player player because I can't do it. I can't do it, because I can't do it. I can't do it, because I can't do it. I can't do it, you know? I tried. I love that. I've you know? I tried. I love that. I've you know? I tried. I love that. I've dropped a lot of those things on the dropped a lot of those things on the dropped a lot of those things on the floor. Thanks, Venus. Oh my God. Oh my God. Oh my God. >> Well, hey, um >> Well, hey, um >> Well, hey, um probably want to wrap up, right? But probably want to wrap up, right? But probably want to wrap up, right? But yeah, what are you guys expecting from yeah, what are you guys expecting from yeah, what are you guys expecting from the the the next three Is it three days? It's like next three Is it three days? It's like next three Is it three days? It's like three days. Yeah, three nights here. Uh three days. Yeah, three nights here. Uh three days. Yeah, three nights here. Uh what what are you guys expecting to hear what what are you guys expecting to hear what what are you guys expecting to hear from Lenovo? What are you expecting to from Lenovo? What are you expecting to from Lenovo? What are you expecting to get out of Pocket to cloud. Pocket to get out of Pocket to cloud. Pocket to get out of Pocket to cloud. Pocket to cloud. cloud. cloud. Pocket to cloud and AI. That's too damn Pocket to cloud and AI. That's too damn Pocket to cloud and AI. That's too damn easy. Come on, Matt. You can do better easy. Come on, Matt. You can do better easy. Come on, Matt. You can do better than that. than that. than that. >> Does everybody know that Motorola is >> Does everybody know that Motorola is >> Does everybody know that Motorola is owned by Lenovo? Like the masses of owned by Lenovo? Like the masses of owned by Lenovo? Like the masses of people, do they know that? people, do they know that? people, do they know that? Probably not. Do they know that Lenovo Probably not. Do they know that Lenovo Probably not. Do they know that Lenovo actually bought that from Google? Yeah, actually bought that from Google? Yeah, actually bought that from Google? Yeah, right. They I didn't know that either.

right. They I didn't know that either. right. They I didn't know that either. And there's two Motorolas in fact. Yeah. But they did build a ThinkPhone. But they did build a ThinkPhone. Yeah. Like the ThinkPad. Yeah. Like the ThinkPad. Yeah. Like the ThinkPad. But you want to start? On the data But you want to start? On the data But you want to start? On the data center side, I mean, they have all the center side, I mean, they have all the center side, I mean, they have all the pieces. They have always been a top pieces. They have always been a top pieces. They have always been a top player in HPC, and they they've had player in HPC, and they they've had player in HPC, and they they've had very, very strong very, very strong very, very strong power cooling solutions, particularly on power cooling solutions, particularly on power cooling solutions, particularly on the liquid cooling side. So, I think the the liquid cooling side. So, I think the the liquid cooling side. So, I think the whole focus on the on the whole focus on the on the whole focus on the on the infrastructure side is going to really infrastructure side is going to really infrastructure side is going to really be on a full stack and how they can be on a full stack and how they can be on a full stack and how they can bring those solutions to market with bring those solutions to market with bring those solutions to market with some pretty cool services. some pretty cool services. some pretty cool services. Absolutely. Hey, for me, Absolutely. Hey, for me, Absolutely. Hey, for me, um the thing that's really cool about um the thing that's really cool about um the thing that's really cool about the I mean, by the way, I can't believe the I mean, by the way, I can't believe the I mean, by the way, I can't believe it's been 20 years since since they it's been 20 years since since they it's been 20 years since since they bought bought bought PCs from IBM and then ultimately X86 PCs from IBM and then ultimately X86 PCs from IBM and then ultimately X86 servers. Time flies. servers. Time flies. servers. Time flies. Yeah. Yeah. It's crazy, right? I mean, Yeah. Yeah. It's crazy, right? I mean, Yeah. Yeah. It's crazy, right? I mean, yeah. yeah. yeah. I think a a few areas. I think to Matt's I think a a few areas. I think to Matt's I think a a few areas. I think to Matt's point, point, point, them being in to be to able to invest in them being in to be to able to invest in them being in to be to able to invest in the full stack, for them to be able to the full stack, for them to be able to the full stack, for them to be able to build out their services portfolio and build out their services portfolio and build out their services portfolio and be able to expand the services be able to expand the services be able to expand the services that they can offer. Uh and then they that they can offer. Uh and then they that they can offer. Uh and then they are. I mean, it's a multi-billion dollar are. I mean, it's a multi-billion dollar are. I mean, it's a multi-billion dollar business for them, and they're going to business for them, and they're going to business for them, and they're going to continue to ramp it. And then also, and continue to ramp it. And then also, and continue to ramp it. And then also, and Matt and I were talking about this Matt and I were talking about this Matt and I were talking about this earlier tonight, earlier tonight, earlier tonight, they got this from IBM, but Lenovo is an they got this from IBM, but Lenovo is an they got this from IBM, but Lenovo is an innovator on the client side. They do innovator on the client side. They do innovator on the client side. They do some of the coolest client innovations some of the coolest client innovations some of the coolest client innovations I've ever seen, and I'm looking for a I've ever seen, and I'm looking for a I've ever seen, and I'm looking for a little maybe peek behind the window of

little maybe peek behind the window of little maybe peek behind the window of some of the new innovations that they some of the new innovations that they some of the new innovations that they can bring to market Yeah. because um I can bring to market Yeah. because um I can bring to market Yeah. because um I think that the client space, it's been a think that the client space, it's been a think that the client space, it's been a long time coming, but you know, we've long time coming, but you know, we've long time coming, but you know, we've seen flexible displays on You know, seen flexible displays on You know, seen flexible displays on You know, Samsung's done a great job on the phone. Samsung's done a great job on the phone. Samsung's done a great job on the phone. Huawei's got one. I'm sure Apple will Huawei's got one. I'm sure Apple will Huawei's got one. I'm sure Apple will have one in the next 2 years. But I have one in the next 2 years. But I have one in the next 2 years. But I think it's not just the phone. I think think it's not just the phone. I think think it's not just the phone. I think there's so much you can do with a PC there's so much you can do with a PC there's so much you can do with a PC with a flexible display. And they've with a flexible display. And they've with a flexible display. And they've shown some of that stuff at CES. They shown some of that stuff at CES. They shown some of that stuff at CES. They brought some of it to market. I want to brought some of it to market. I want to brought some of it to market. I want to see that continue to expand. I'm hoping see that continue to expand. I'm hoping see that continue to expand. I'm hoping we'll get a peek behind some of that for we'll get a peek behind some of that for we'll get a peek behind some of that for them. That sounds really good. them. That sounds really good. them. That sounds really good. Okay. Their whole model's really built Okay. Their whole model's really built Okay. Their whole model's really built around leverage R&D, meaning partner IP around leverage R&D, meaning partner IP around leverage R&D, meaning partner IP and ecosystem, and their ability to kind and ecosystem, and their ability to kind and ecosystem, and their ability to kind of read how this ecosystem is developing of read how this ecosystem is developing of read how this ecosystem is developing around AI. I think for this whole around AI. I think for this whole around AI. I think for this whole industry, it's really the key to success industry, it's really the key to success industry, it's really the key to success in the future is placing your bets in in the future is placing your bets in in the future is placing your bets in the right places at the right time. It's the right places at the right time. It's the right places at the right time. It's not easy. Just to make sure you you get not easy. Just to make sure you you get not easy. Just to make sure you you get out in front of the right ecosystem out in front of the right ecosystem out in front of the right ecosystem curves at the right time. Wow. I think I curves at the right time. Wow. I think I curves at the right time. Wow. I think I really want to echo that client really want to echo that client really want to echo that client innovation. I should have brought from innovation. I should have brought from innovation. I should have brought from my museum at home. I do have the my museum at home. I do have the my museum at home. I do have the original ThinkPad 701C butterfly.

original ThinkPad 701C butterfly. original ThinkPad 701C butterfly. Butterfly. I have it in my museum. Butterfly. I have it in my museum. Butterfly. I have it in my museum. It works. It works. It works. It won't It won't It won't It won't hold a charge. Like I can plug It won't hold a charge. Like I can plug It won't hold a charge. Like I can plug it in and it works. And what does it it in and it works. And what does it it in and it works. And what does it boot up to? OS/2. OS/2. Yeah. boot up to? OS/2. OS/2. Yeah. boot up to? OS/2. OS/2. Yeah. Yes, OS/2 Warp on the butterfly. Oh, Yes, OS/2 Warp on the butterfly. Oh, Yes, OS/2 Warp on the butterfly. Oh, that is that You are You are that is that You are You are that is that You are You are I should have brought that. I should I should have brought that. I should I should have brought that. I should have brought that. I should have brought have brought that. I should have brought have brought that. I should have brought that. That's innovation. That's inside that. That's innovation. That's inside that. That's innovation. That's inside some ATMs. Uh isn't that crazy? some ATMs. Uh isn't that crazy? some ATMs. Uh isn't that crazy? Oh my gosh. OS/2. Oh my gosh. OS/2. Oh my gosh. OS/2. Well, thank you. This is fun. Yeah, Well, thank you. This is fun. Yeah, Well, thank you. This is fun. Yeah, absolutely. And I'm looking forward to absolutely. And I'm looking forward to absolutely. And I'm looking forward to uh their XR stuff. A lot of people don't uh their XR stuff. A lot of people don't uh their XR stuff. A lot of people don't know they're pioneers know they're pioneers know they're pioneers in XR. You know, everyone thinks about in XR. You know, everyone thinks about in XR. You know, everyone thinks about Meta. But the thing is these guys were Meta. But the thing is these guys were Meta. But the thing is these guys were going toe-to-toe I have been going going toe-to-toe I have been going going toe-to-toe I have been going toe-to-toe with Meta and uh they have a toe-to-toe with Meta and uh they have a toe-to-toe with Meta and uh they have a lot of lot of lot of great IP, a lot of products that they great IP, a lot of products that they great IP, a lot of products that they put out that are pretty compelling. And put out that are pretty compelling. And put out that are pretty compelling. And um yeah, I'm trying to I'm what you um yeah, I'm trying to I'm what you um yeah, I'm trying to I'm what you know, because you know, they took a step know, because you know, they took a step know, because you know, they took a step back with XR for about a year and a back with XR for about a year and a back with XR for about a year and a half. I I want to see what they're going half. I I want to see what they're going half. I I want to see what they're going to come back with. And they have some to come back with. And they have some to come back with. And they have some glasses that look really cool. I want to glasses that look really cool. I want to glasses that look really cool. I want to try those out. Absolutely. Yeah.

try those out. Absolutely. Yeah. try those out. Absolutely. Yeah. Yeah. So, yeah, you want to take us out? Yeah. So, yeah, you want to take us out? Yeah. So, yeah, you want to take us out? Watch out, Apple Vision Pro. LENOVO'S Watch out, Apple Vision Pro. LENOVO'S Watch out, Apple Vision Pro. LENOVO'S COMING FOR YOU. COMING FOR YOU. COMING FOR YOU. BIG FINGER. BIG FINGER. Wagging finger. BIG FINGER. BIG FINGER. Wagging finger. BIG FINGER. BIG FINGER. Wagging finger. Exactly. Thanks everyone for joining us Exactly. Thanks everyone for joining us Exactly. Thanks everyone for joining us on this special edition of IoT Coffee on this special edition of IoT Coffee on this special edition of IoT Coffee Talk at the bar in Raleigh, North Talk at the bar in Raleigh, North Talk at the bar in Raleigh, North Carolina. We're hanging out with our Carolina. We're hanging out with our Carolina. We're hanging out with our friends at Lenovo. We met in Crawford friends at Lenovo. We met in Crawford friends at Lenovo. We met in Crawford and Leonard. and Leonard. and Leonard. And what do we hear about Our main deal And what do we hear about Our main deal And what do we hear about Our main deal is we're here about Elevate Communities, is we're here about Elevate Communities, is we're here about Elevate Communities, our charity. That's what we support here our charity. That's what we support here our charity. That's what we support here with Elevate. And so, uh keep on with Elevate. And so, uh keep on with Elevate. And so, uh keep on coffeeing, keep on watching, and keep coffeeing, keep on watching, and keep coffeeing, keep on watching, and keep supporting us. And we'll see you next supporting us. And we'll see you next supporting us. And we'll see you next week. Adios.