IoT Coffee Talk: Episode - The Quest for Good AI (live from Samsung Galaxy Unpacked 2024)

all all right right right okay what's up guys okay what's up guys okay what's up guys hey what's happening I have a little bit hey what's happening I have a little bit hey what's happening I have a little bit of of of dancing little dancing little dancing little the iot coffee talk Shuffle here in s the iot coffee talk Shuffle here in s the iot coffee talk Shuffle here in s yeah what's up guys you know what like yeah what's up guys you know what like yeah what's up guys you know what like the sap Center the time really flies it the sap Center the time really flies it the sap Center the time really flies it feels like just a second ago you were at feels like just a second ago you were at feels like just a second ago you were at the same Event in San Francisco last the same Event in San Francisco last the same Event in San Francisco last year remember that exactly yes I was I'm year remember that exactly yes I was I'm year remember that exactly yes I was I'm trying to go this way you that better trying to go this way you that better trying to go this way you that better you now so this year it's taking place you now so this year it's taking place you now so this year it's taking place over at the sap Center so yeah how you over at the sap Center so yeah how you over at the sap Center so yeah how you guys doing yeah and by the way this is guys doing yeah and by the way this is guys doing yeah and by the way this is the Samsung Galaxy unpacked event 2024 I the Samsung Galaxy unpacked event 2024 I the Samsung Galaxy unpacked event 2024 I got invited so I figured I'd fly up here got invited so I figured I'd fly up here got invited so I figured I'd fly up here and be here in person since you know you and be here in person since you know you and be here in person since you know you got guys from Google and bcom here and got guys from Google and bcom here and got guys from Google and bcom here and yeah you know it's all about AI people yeah you know it's all about AI people yeah you know it's all about AI people it's all about AI it's all about AI it's all about AI everywhere AI everywhere AI everywhere AI [Applause] [Applause] [Applause] everywhere it starts and ends with everywhere it starts and ends with everywhere it starts and ends with AI what do you guys think what are you AI what do you guys think what are you AI what do you guys think what are you looking forward to you know I I'm here's looking forward to you know I I'm here's looking forward to you know I I'm here's what I'm thinking all I know the the what I'm thinking all I know the the what I'm thinking all I know the the biggest change will be oh it's a new biggest change will be oh it's a new biggest change will be oh it's a new year let's put in the new Qualcomm chip

year let's put in the new Qualcomm chip year let's put in the new Qualcomm chip and so you'll get the gen three I guess and so you'll get the gen three I guess and so you'll get the gen three I guess of yes s dragon eight so that's F and of yes s dragon eight so that's F and of yes s dragon eight so that's F and and that'll be interesting for a bit and and that'll be interesting for a bit and and that'll be interesting for a bit and then all the other flagships will have then all the other flagships will have then all the other flagships will have the same chip um yeah maybe there'll be the same chip um yeah maybe there'll be the same chip um yeah maybe there'll be a research in of Bixby Bixby that's a research in of Bixby Bixby that's a research in of Bixby Bixby that's large language model large language model large language model powered you know there's part of me powered you know there's part of me powered you know there's part of me because you know obviously I you guys because you know obviously I you guys because you know obviously I you guys are like yeah go back and forth I like are like yeah go back and forth I like are like yeah go back and forth I like the Galaxy devices the high-end stuff the Galaxy devices the high-end stuff the Galaxy devices the high-end stuff you know yeah so part of me wishes they you know yeah so part of me wishes they you know yeah so part of me wishes they would just get rid of Bixby and just would just get rid of Bixby and just would just get rid of Bixby and just turn it turn it turn it off like well you know like when you off like well you know like when you off like well you know like when you have a device the the this is an old have a device the the this is an old have a device the the this is an old discussion but one of the problems I discussion but one of the problems I discussion but one of the problems I have with Samsung is that you know have with Samsung is that you know have with Samsung is that you know there's double of everything on the there's double of everything on the there's double of everything on the phone there's the Google version phone there's the Google version phone there's the Google version whatever the thing is and then there's whatever the thing is and then there's whatever the thing is and then there's also Samsung version and I'm like I'm also Samsung version and I'm like I'm also Samsung version and I'm like I'm not using the Samsung mail or the not using the Samsung mail or the not using the Samsung mail or the Samsung calendar and I'm not using Bixby Samsung calendar and I'm not using Bixby Samsung calendar and I'm not using Bixby ever and and and so there's a there's a ever and and and so there's a there's a ever and and and so there's a there's a whole lot of that that you know you whole lot of that that you know you whole lot of that that you know you always go can I just get a stock Android always go can I just get a stock Android always go can I just get a stock Android image on my Galaxy device please I love image on my Galaxy device please I love image on my Galaxy device please I love I think I think Samsung makes great I think I think Samsung makes great I think I think Samsung makes great Hardware yeah obviously that's proven Hardware yeah obviously that's proven Hardware yeah obviously that's proven because Apple uses Samsung stuff to because Apple uses Samsung stuff to because Apple uses Samsung stuff to build obviously Samsung makes the build obviously Samsung makes the build obviously Samsung makes the bestens for sure which is one of the bestens for sure which is one of the bestens for sure which is one of the biggest components of a

biggest components of a biggest components of a device yeah so yeah it's it's device yeah so yeah it's it's device yeah so yeah it's it's interesting and so uh oh excellent I interesting and so uh oh excellent I interesting and so uh oh excellent I like the Rick bolada Davos there like the Rick bolada Davos there like the Rick bolada Davos there [Laughter] [Laughter] [Laughter] is that what this episode's going to be is that what this episode's going to be is that what this episode's going to be about trashing Davos it's it's something about trashing Davos it's it's something about trashing Davos it's it's something that people love to do you know that people love to do you know that people love to do you know um well all I all I could say is I'm um well all I all I could say is I'm um well all I all I could say is I'm glad I'm not there because I would glad I'm not there because I would glad I'm not there because I would rather not be freezing my butt rather not be freezing my butt rather not be freezing my butt off in Switzerland even though I love off in Switzerland even though I love off in Switzerland even though I love Switzerland it's a beautiful place yeah Switzerland it's a beautiful place yeah Switzerland it's a beautiful place yeah nothing wrong with Switzerland but yeah nothing wrong with Switzerland but yeah nothing wrong with Switzerland but yeah um freezing my butt off is not one of um freezing my butt off is not one of um freezing my butt off is not one of the things I'm a big fan of so the things I'm a big fan of so the things I'm a big fan of so so the only AI that's going to happen in so the only AI that's going to happen in so the only AI that's going to happen in this new phone is just going to come this new phone is just going to come this new phone is just going to come from an update for their OS image you from an update for their OS image you from an update for their OS image you know for their yeah one UI image it's know for their yeah one UI image it's know for their yeah one UI image it's going to be baked in there so here's my going to be baked in there so here's my going to be baked in there so here's my question though are they going to fork question though are they going to fork question though are they going to fork or Branch off because I would also or Branch off because I would also or Branch off because I would also expect at some point last year's device expect at some point last year's device expect at some point last year's device is also going to get that upgrade and is also going to get that upgrade and is also going to get that upgrade and then become an AI device right not quite then become an AI device right not quite then become an AI device right not quite as won't have the new chipset the new as won't have the new chipset the new as won't have the new chipset the new Snapdragon um I don't know I'm just Snapdragon um I don't know I'm just Snapdragon um I don't know I'm just thinking out loud you know it's it's not thinking out loud you know it's it's not thinking out loud you know it's it's not like you like you like you know it be interesting to see if they do know it be interesting to see if they do know it be interesting to see if they do a stronger AI play more integrated AI a stronger AI play more integrated AI a stronger AI play more integrated AI play and try to LeapFrog iOS or play and try to LeapFrog iOS or play and try to LeapFrog iOS or something like that I'm sure Samsung something like that I'm sure Samsung something like that I'm sure Samsung will try to do something like that be will try to do something like that be will try to do something like that be some or something in there yeah yeah and

some or something in there yeah yeah and some or something in there yeah yeah and if if you think about all the upand if if you think about all the upand if if you think about all the upand cominging uh Chinese Brands and a lot of cominging uh Chinese Brands and a lot of cominging uh Chinese Brands and a lot of them trying to compete and competing in them trying to compete and competing in them trying to compete and competing in the premium tier yeah differentiation is the premium tier yeah differentiation is the premium tier yeah differentiation is a big issue and you know you have a big issue and you know you have a big issue and you know you have players like xiaomi who have U me Os or players like xiaomi who have U me Os or players like xiaomi who have U me Os or something like that uh it it's doesn't something like that uh it it's doesn't something like that uh it it's doesn't feel anything like uh stock Android feel anything like uh stock Android feel anything like uh stock Android and what you what you see and what you what you see and what you what you see is a company like xiaomi who's in a is a company like xiaomi who's in a is a company like xiaomi who's in a large ecosystem with a lot of competing large ecosystem with a lot of competing large ecosystem with a lot of competing players being able to create a brand players being able to create a brand players being able to create a brand experience and I think um Samsung experience and I think um Samsung experience and I think um Samsung struggle to do that and I think one of struggle to do that and I think one of struggle to do that and I think one of the primary reasons is a lot of their the primary reasons is a lot of their the primary reasons is a lot of their primary markets are number one in the primary markets are number one in the primary markets are number one in the United States and in Western markets United States and in Western markets United States and in Western markets where um Google tends to be dominant so where um Google tends to be dominant so where um Google tends to be dominant so you you think of uh GMS Services those you you think of uh GMS Services those you you think of uh GMS Services those tend to be pretty dominant because you tend to be pretty dominant because you tend to be pretty dominant because you know Google search and whatever Google know Google search and whatever Google know Google search and whatever Google Gmail and all these have significant Gmail and all these have significant Gmail and all these have significant market share and I think that's where um market share and I think that's where um market share and I think that's where um Samsung is is trying to create that Samsung is is trying to create that Samsung is is trying to create that differentiated experience and of course differentiated experience and of course differentiated experience and of course you know what uh What uh Google's trying you know what uh What uh Google's trying you know what uh What uh Google's trying to do is rein all that stuff in to a to do is rein all that stuff in to a to do is rein all that stuff in to a certain degree because you know that certain degree because you know that certain degree because you know that draws away from uh their services yeah

draws away from uh their services yeah draws away from uh their services yeah so yeah it's one of those really so yeah it's one of those really so yeah it's one of those really weird weird weird situations you know situations you know situations you know uh you know ecosystem on your phone uh you know ecosystem on your phone uh you know ecosystem on your phone you've got the Samsung store and the you've got the Samsung store and the you've got the Samsung store and the Google Play Store and yeah lots of Google Play Store and yeah lots of Google Play Store and yeah lots of overlap and weird there well your overlap and weird there well your overlap and weird there well your Samsung account and your Google account Samsung account and your Google account Samsung account and your Google account and all this good stuff yeah and it's and all this good stuff yeah and it's and all this good stuff yeah and it's like oh you want your Samsung account to like oh you want your Samsung account to like oh you want your Samsung account to save this or all that stuff I'm like no save this or all that stuff I'm like no save this or all that stuff I'm like no no I don't yeah I'll do it with Google no I don't yeah I'll do it with Google no I don't yeah I'll do it with Google I'm happy to do everything with my I'm happy to do everything with my I'm happy to do everything with my Google account but I'm not interested Google account but I'm not interested Google account but I'm not interested doing it twice with Samsung and then the doing it twice with Samsung and then the doing it twice with Samsung and then the you know one of the things that we've you know one of the things that we've you know one of the things that we've talked about before one of the stickiest talked about before one of the stickiest talked about before one of the stickiest things that Apple's done in recent years things that Apple's done in recent years things that Apple's done in recent years is the the wallet and the Apple card is the the wallet and the Apple card is the the wallet and the Apple card credit card talk about getting people credit card talk about getting people credit card talk about getting people locked into your phone forever with locked into your phone forever with locked into your phone forever with their credit card because guess what it their credit card because guess what it their credit card because guess what it don't work on here and there's no way to don't work on here and there's no way to don't work on here and there's no way to pay for your monthly bill on your Apple pay for your monthly bill on your Apple pay for your monthly bill on your Apple card or anything like that and then so card or anything like that and then so card or anything like that and then so you've had Samsung pay which actually you've had Samsung pay which actually you've had Samsung pay which actually had a good run early early on before had a good run early early on before had a good run early early on before everybody else everybody else everybody else uh and then there's Google pay I'm uh and then there's Google pay I'm uh and then there's Google pay I'm starting to see fewer Samsung pay logos starting to see fewer Samsung pay logos starting to see fewer Samsung pay logos at retailers than I used to but of at retailers than I used to but of at retailers than I used to but of course course course Apple yeah yeah yeah yeah that's not Apple yeah yeah yeah yeah that's not Apple yeah yeah yeah yeah that's not gonna stop Samsung from trying I mean gonna stop Samsung from trying I mean gonna stop Samsung from trying I mean they're gonna try to assert their they're gonna try to assert their they're gonna try to assert their ecosystem and you know power to them ecosystem and you know power to them ecosystem and you know power to them they'll get something going there yeah they'll get something going there yeah they'll get something going there yeah yeah and I really I really don't think yeah and I really I really don't think yeah and I really I really don't think that they should and I think one of the

that they should and I think one of the that they should and I think one of the one of the things one of the things one of the things that a lot of folks I think have been that a lot of folks I think have been that a lot of folks I think have been telling them is you know we don't like telling them is you know we don't like telling them is you know we don't like your stuff and no one's going to buy it your stuff and no one's going to buy it your stuff and no one's going to buy it and I think these are like a lot of and I think these are like a lot of and I think these are like a lot of pundits and people who are pundits and people who are pundits and people who are techno technologists who tend to have techno technologists who tend to have techno technologists who tend to have more of a yeah sort of a purist view on more of a yeah sort of a purist view on more of a yeah sort of a purist view on things that are open and they don't like things that are open and they don't like things that are open and they don't like you know vendors trying to create their you know vendors trying to create their you know vendors trying to create their own flavors or Forks of a quote unquote own flavors or Forks of a quote unquote own flavors or Forks of a quote unquote open open open technology uh and I think that's where technology uh and I think that's where technology uh and I think that's where um you know because I mean think about um you know because I mean think about um you know because I mean think about what uh Samsung could have done with what uh Samsung could have done with what uh Samsung could have done with tyen yeah they could have created an tyen yeah they could have created an tyen yeah they could have created an entire an entire an entire an entirely um you know a a a whole new entirely um you know a a a whole new entirely um you know a a a whole new platform OS to compete with almost platform OS to compete with almost platform OS to compete with almost everything that's out there yeah and I everything that's out there yeah and I everything that's out there yeah and I think somebody just told them hey you think somebody just told them hey you think somebody just told them hey you know don't waste your time Google and know don't waste your time Google and know don't waste your time Google and apple are going to take over the world apple are going to take over the world apple are going to take over the world like well maybe that was like horrible like well maybe that was like horrible like well maybe that was like horrible advice you know and maybe also I mean advice you know and maybe also I mean advice you know and maybe also I mean another set of horrible advice that they another set of horrible advice that they another set of horrible advice that they might have ingested over the years is might have ingested over the years is might have ingested over the years is that you can't create your own OS while that you can't create your own OS while that you can't create your own OS while companies like xiaomi and now Huawei companies like xiaomi and now Huawei companies like xiaomi and now Huawei they've done it yeah yeah Huawei in they've done it yeah yeah Huawei in they've done it yeah yeah Huawei in particular with Harmony OS I mean people particular with Harmony OS I mean people particular with Harmony OS I mean people don't talk about it but guess what if don't talk about it but guess what if don't talk about it but guess what if you go to mwc you you go to mwc you you go to mwc you see see see iOS you see Android then you see um you iOS you see Android then you see um you iOS you see Android then you see um you know hua's Harmony os are you saying

know hua's Harmony os are you saying know hua's Harmony os are you saying that Harmony OS is not just another skin that Harmony OS is not just another skin that Harmony OS is not just another skin on top of on top of on top of Android they built a whole phone OS no Android they built a whole phone OS no Android they built a whole phone OS no no it's it's both based on the open no it's it's both based on the open no it's it's both based on the open aspects of Android right aspects of Android right aspects of Android right AOSP but it is literally their own port AOSP but it is literally their own port AOSP but it is literally their own port yeah and um you know what they've yeah and um you know what they've yeah and um you know what they've basically created a major fork and basically created a major fork and basically created a major fork and they're building everything could have they're building everything could have they're building everything could have done a more of an AOSP approach right done a more of an AOSP approach right done a more of an AOSP approach right and uh and if you want a pure Google and uh and if you want a pure Google and uh and if you want a pure Google experience and then buy a pixel you'll experience and then buy a pixel you'll experience and then buy a pixel you'll be one of the 1500 people that buy one be one of the 1500 people that buy one be one of the 1500 people that buy one of those and then you know Samsung you of those and then you know Samsung you of those and then you know Samsung you know a lot of these companies I mean Rob know a lot of these companies I mean Rob know a lot of these companies I mean Rob and I had an interesting discussion and I had an interesting discussion and I had an interesting discussion yesterday with someone about like you yesterday with someone about like you yesterday with someone about like you know people like Samsung uh they wantan know people like Samsung uh they wantan know people like Samsung uh they wantan to they want to monetize they they they to they want to monetize they they they to they want to monetize they they they want to monetize the software and the want to monetize the software and the want to monetize the software and the services they don't want to just be services they don't want to just be services they don't want to just be Builders and shippers of hardware and Builders and shippers of hardware and Builders and shippers of hardware and and you know their opportunity to do and you know their opportunity to do and you know their opportunity to do that and feels like they've kind of that and feels like they've kind of that and feels like they've kind of straddled the line a little bit and like straddled the line a little bit and like straddled the line a little bit and like you said maybe they didn't go all in you said maybe they didn't go all in you said maybe they didn't go all in like like Huawei has done and and and like like Huawei has done and and and like like Huawei has done and and and xiaomi and uh who knows maybe that'll xiaomi and uh who knows maybe that'll xiaomi and uh who knows maybe that'll shift maybe they'll just go more AOSP shift maybe they'll just go more AOSP shift maybe they'll just go more AOSP and say yeah if you want the Google and say yeah if you want the Google and say yeah if you want the Google stuff it's over here but really this is stuff it's over here but really this is stuff it's over here but really this is the Samsung Experience and that's the Samsung Experience and that's the Samsung Experience and that's front and think about think front and think about think front and think about think about um you know Samsung as a company about um you know Samsung as a company about um you know Samsung as a company overall not just smartphones I mean when overall not just smartphones I mean when overall not just smartphones I mean when it comes to Consumer iot man these guys it comes to Consumer iot man these guys it comes to Consumer iot man these guys are hits m

are hits m are hits m oh refrigerators washing maches yeah bu oh refrigerators washing maches yeah bu oh refrigerators washing maches yeah bu freaking buildings you know uh dwellings freaking buildings you know uh dwellings freaking buildings you know uh dwellings and everything and everything and everything skyscrapers it's like people people skyscrapers it's like people people skyscrapers it's like people people people get surprised all the time when people get surprised all the time when people get surprised all the time when they think they know of a South Korean they think they know of a South Korean they think they know of a South Korean company that does this one little thing company that does this one little thing company that does this one little thing and then they go oh oh Hyundai is like and then they go oh oh Hyundai is like and then they go oh oh Hyundai is like giant container ships and Manufacturing giant container ships and Manufacturing giant container ships and Manufacturing and they're huge oh my God they have and they're huge oh my God they have and they're huge oh my God they have they have no clue they they just that they have no clue they they just that they have no clue they they just that they make smartphones right 're into they make smartphones right 're into they make smartphones right 're into insurance they have uh they're into uh insurance they have uh they're into uh insurance they have uh they're into uh Financial Services um they're into Financial Services um they're into Financial Services um they're into everything you can imagine what I'm everything you can imagine what I'm everything you can imagine what I'm saying and and then what you're gonna saying and and then what you're gonna saying and and then what you're gonna tell these guys you can't oh you know tell these guys you can't oh you know tell these guys you can't oh you know don't bother competing with Google and don't bother competing with Google and don't bother competing with Google and all these other guys that can't figure all these other guys that can't figure all these other guys that can't figure out how to even get in the home and make out how to even get in the home and make out how to even get in the home and make sense of it right yeah right you got sense of it right yeah right you got sense of it right yeah right you got this one company that has pretty much this one company that has pretty much this one company that has pretty much everything a terrific brand everything a terrific brand everything a terrific brand and people are telling them not to and people are telling them not to and people are telling them not to exercise um some what could be very exercise um some what could be very exercise um some what could be very compelling plays that could leverage compelling plays that could leverage compelling plays that could leverage their identity as a company that their identity as a company that their identity as a company that literally does well maybe they'll lean literally does well maybe they'll lean literally does well maybe they'll lean in more maybe this will be the the event in more maybe this will be the the event in more maybe this will be the the event where they lean yeah you know last year where they lean yeah you know last year where they lean yeah you know last year they were starting to lean in a lot more they were starting to lean in a lot more they were starting to lean in a lot more I mean you know for all the things that I mean you know for all the things that I mean you know for all the things that uh Rob the Samsung stuff Rob the Samsung stuff about you know the one UI uh I think

about you know the one UI uh I think about you know the one UI uh I think they're leaning in a lot they're leaning in a lot they're leaning in a lot more we'll see I mean you know I do I do more we'll see I mean you know I do I do more we'll see I mean you know I do I do get a briefing before these things but get a briefing before these things but get a briefing before these things but stay tuned stay tuned stay tuned gentlemen maybe it's time that we took gentlemen maybe it's time that we took gentlemen maybe it's time that we took took advantage of the AOSP and made our took advantage of the AOSP and made our took advantage of the AOSP and made our own iot Coffee Talk own iot Coffee Talk own iot Coffee Talk phone there you go pressed to Double Down go pressed to Double Down I think you I think you it well in the I think you I think you it well in the I think you I think you it well in the sense that you sense that you sense that you don't happen don't happen don't happen remork remork remork operators trying to you getting some operators trying to you getting some operators trying to you getting some background letter on your background letter on your background letter on your M oh can you hear like a ton of stuff oh there you go thank you there we stuff oh there you go thank you there we go yeah I was saying if you don't if you go yeah I was saying if you don't if you go yeah I was saying if you don't if you don't own the OS I mean remember what don't own the OS I mean remember what don't own the OS I mean remember what the network operators started tried to the network operators started tried to the network operators started tried to do in the early stage of phone they're do in the early stage of phone they're do in the early stage of phone they're trying to sell you new Services never trying to sell you new Services never trying to sell you new Services never succeeded because they only own the succeeded because they only own the succeeded because they only own the hardware and try to change the UI if you hardware and try to change the UI if you hardware and try to change the UI if you only do that I don't see how you can only do that I don't see how you can only do that I don't see how you can succeed especially nowadays so it has to succeed especially nowadays so it has to succeed especially nowadays so it has to go for OS that's a good point think go for OS that's a good point think go for OS that's a good point think about AT&T and Verizon adding in their about AT&T and Verizon adding in their about AT&T and Verizon adding in their own apps into the phone that they own apps into the phone that they own apps into the phone that they thought you're gonna use our unified thought you're gonna use our unified thought you're gonna use our unified Communications vo thing well the thing Communications vo thing well the thing Communications vo thing well the thing is although that strategy would work if is although that strategy would work if is although that strategy would work if the apps were good I mean that's the the apps were good I mean that's the the apps were good I mean that's the problem is you know you get all the way problem is you know you get all the way problem is you know you get all the way right to the last step nine out of 10 right to the last step nine out of 10 right to the last step nine out of 10 and then you you drop it and like and

and then you you drop it and like and and then you you drop it and like and the reality is nowadays if you on the the reality is nowadays if you on the the reality is nowadays if you on the app to works well you have to have a app to works well you have to have a app to works well you have to have a very strong relationship with the OS so very strong relationship with the OS so very strong relationship with the OS so I think the OS is much more important I think the OS is much more important I think the OS is much more important yeah you do I think I think getting that yeah you do I think I think getting that yeah you do I think I think getting that integration uh you know it's only so integration uh you know it's only so integration uh you know it's only so much you can do on public apis with apps much you can do on public apis with apps much you can do on public apis with apps ex and especially if you're building the ex and especially if you're building the ex and especially if you're building the hardware the whole point of building the hardware the whole point of building the hardware the whole point of building the hardware is to sort of innovate from the hardware is to sort of innovate from the hardware is to sort of innovate from the ground up have that differentiation but ground up have that differentiation but ground up have that differentiation but but the onus is then on you to really be but the onus is then on you to really be but the onus is then on you to really be a software company too not just a a software company too not just a a software company too not just a hardware company or not just a Telco but hardware company or not just a Telco but hardware company or not just a Telco but to actually be a software company and to actually be a software company and to actually be a software company and really prioritize it and invest in it really prioritize it and invest in it really prioritize it and invest in it and unfortunately you know Apple has and unfortunately you know Apple has and unfortunately you know Apple has Apple's a hardware company with great Apple's a hardware company with great Apple's a hardware company with great software uh but there's not a lot of software uh but there's not a lot of software uh but there's not a lot of other folks doing that they're trying uh other folks doing that they're trying uh other folks doing that they're trying uh but you know that's hard you know it's but you know that's hard you know it's but you know that's hard you know it's very hard but I believe that in the very hard but I believe that in the very hard but I believe that in the consumer space the the Apple vision of consumer space the the Apple vision of consumer space the the Apple vision of tight integration Hardware uh OS and tight integration Hardware uh OS and tight integration Hardware uh OS and application as one you know the the PC application as one you know the the PC application as one you know the the PC World grew out of the separation with World grew out of the separation with World grew out of the separation with Microsoft but that was mostly for Microsoft but that was mostly for Microsoft but that was mostly for professional and Enterprises in the professional and Enterprises in the professional and Enterprises in the consumer space you don't care about all consumer space you don't care about all consumer space you don't care about all this new separation of layer and who this new separation of layer and who this new separation of layer and who sure well they're more like kind of sure well they're more like kind of sure well they're more like kind of fixed function devices or whatever I fixed function devices or whatever I fixed function devices or whatever I mean like your refrigerators your mean like your refrigerators your mean like your refrigerators your thermostats other things they need to be thermostats other things they need to be thermostats other things they need to be from metal to cloud like one experience from metal to cloud like one experience from metal to cloud like one experience and uh not just swapping in a bunch of and uh not just swapping in a bunch of and uh not just swapping in a bunch of different apps but to to learn a that different apps but to to learn a that different apps but to to learn a that points maybe there is a play for Samsung points maybe there is a play for Samsung points maybe there is a play for Samsung to have this kind of new ecosystem to have this kind of new ecosystem to have this kind of new ecosystem consumer devices consistent also yeah no consumer devices consistent also yeah no consumer devices consistent also yeah no they could they could I mean I know they could they could I mean I know they could they could I mean I know they're part of matter and they're part

they're part of matter and they're part they're part of matter and they're part of a lot of these initiatives for yeah of a lot of these initiatives for yeah of a lot of these initiatives for yeah home connect but it's got you got to home connect but it's got you got to home connect but it's got you got to walk to walk and talk to talk you know walk to walk and talk to talk you know walk to walk and talk to talk you know so you can't just say well yeah I'm so you can't just say well yeah I'm so you can't just say well yeah I'm going to do all this software and then going to do all this software and then going to do all this software and then deliver stuff that's kind of sort of deliver stuff that's kind of sort of deliver stuff that's kind of sort of kind of works like it really needs to be kind of works like it really needs to be kind of works like it really needs to be you know speaking of what Pete was you know speaking of what Pete was you know speaking of what Pete was saying about apps and apis and what you saying about apps and apis and what you saying about apps and apis and what you can do with it there is some breaking can do with it there is some breaking can do with it there is some breaking news around the Apple ecosystem I saw news around the Apple ecosystem I saw news around the Apple ecosystem I saw some stuff yesterday but of course as a some stuff yesterday but of course as a some stuff yesterday but of course as a developer developer developer of iOS developer developer developer of iOS developer developer developer of iOS stuff I got my little updated agreement stuff I got my little updated agreement stuff I got my little updated agreement email yesterday from Apple and I'll just email yesterday from Apple and I'll just email yesterday from Apple and I'll just give you the gist of it a revision move give you the gist of it a revision move give you the gist of it a revision move requirements that apps and their metad requirements that apps and their metad requirements that apps and their metad day may not include buttons external day may not include buttons external day may not include buttons external links or other calls to action that links or other calls to action that links or other calls to action that direct customers to purching purchasing direct customers to purching purchasing direct customers to purching purchasing mechanisms other than inapp mechanisms other than inapp mechanisms other than inapp purchases whoops I've already I saw this purchases whoops I've already I saw this purchases whoops I've already I saw this I was like oh wow wait a second someone I was like oh wow wait a second someone I was like oh wow wait a second someone is feeling pressure from the EU or from is feeling pressure from the EU or from is feeling pressure from the EU or from the Department of Justice or something the Department of Justice or something the Department of Justice or something like like like that basically this is this is kind of that basically this is this is kind of that basically this is this is kind of like opening the gates for you to be like opening the gates for you to be like opening the gates for you to be able to monetize your app without going able to monetize your app without going able to monetize your app without going through Apple's payment thing which is through Apple's payment thing which is through Apple's payment thing which is interesting I know they've been getting interesting I know they've been getting interesting I know they've been getting sued and sued and sued and pressured um obviously what a couple pressured um obviously what a couple pressured um obviously what a couple years ago we had the whole the what is years ago we had the whole the what is years ago we had the whole the what is it epic or whatever the game you know it epic or whatever the game you know it epic or whatever the game you know fortnite guys Apple over this and then fortnite guys Apple over this and then fortnite guys Apple over this and then you know these app stores you know a 30% you know these app stores you know a 30% you know these app stores you know a 30% cut I mean it's kind of ridiculous cut I mean it's kind of ridiculous cut I mean it's kind of ridiculous that's high kind of ridiculous and so that's high kind of ridiculous and so that's high kind of ridiculous and so this is this is serious news um that you

this is this is serious news um that you this is this is serious news um that you could have links if you can have a you could have links if you can have a you could have links if you can have a you know I know there's probably I think know I know there's probably I think know I know there's probably I think there's some to jump through but yeah there's some to jump through but yeah there's some to jump through but yeah there this is kind of like there this is kind of like there this is kind of like breaking yeah but you know that 30% is breaking yeah but you know that 30% is breaking yeah but you know that 30% is standard and we've already talked about standard and we've already talked about standard and we've already talked about this before it's like somehow developers this before it's like somehow developers this before it's like somehow developers think that all this should be free um think that all this should be free um think that all this should be free um but when you think about all of the cost but when you think about all of the cost but when you think about all of the cost that that that actually used to go into uh building a actually used to go into uh building a actually used to go into uh building a viable uh software company of any size viable uh software company of any size viable uh software company of any size you you took on a hell of a lot more you you took on a hell of a lot more you you took on a hell of a lot more than 30% of what you get out of engaging than 30% of what you get out of engaging than 30% of what you get out of engaging in either the Apple or Google uh app in either the Apple or Google uh app in either the Apple or Google uh app stores right and so um you know I think stores right and so um you know I think stores right and so um you know I think it's gonna be interesting because you it's gonna be interesting because you it's gonna be interesting because you know what HBO they ditched uh Apple the know what HBO they ditched uh Apple the know what HBO they ditched uh Apple the Apple payment you know app payment Apple payment you know app payment Apple payment you know app payment system a while back dude I'll tell you system a while back dude I'll tell you system a while back dude I'll tell you their experience sucks and I wish in their experience sucks and I wish in their experience sucks and I wish in fact I'm probably going to cancel fact I'm probably going to cancel fact I'm probably going to cancel because it's so hard to provision their because it's so hard to provision their because it's so hard to provision their service on any other device I'm thinking service on any other device I'm thinking service on any other device I'm thinking is just getting rid of them because it's is just getting rid of them because it's is just getting rid of them because it's too you know I don't get to consume too you know I don't get to consume too you know I don't get to consume their content and uh you know yeah their content and uh you know yeah their content and uh you know yeah effectively giving up on it and you know effectively giving up on it and you know effectively giving up on it and you know they their content is really declined they their content is really declined they their content is really declined quite a bit you know and frankly I think quite a bit you know and frankly I think quite a bit you know and frankly I think Apple TV is taking up the mantle that Apple TV is taking up the mantle that Apple TV is taking up the mantle that HBO dropped about three years ago you HBO dropped about three years ago you HBO dropped about three years ago you know what I'm saying oh sorry about my

know what I'm saying oh sorry about my know what I'm saying oh sorry about my th I don't think it's yeah I think I th I don't think it's yeah I think I th I don't think it's yeah I think I mean there's 30% I don't think it's mean there's 30% I don't think it's mean there's 30% I don't think it's either 30 or zero I I just think that either 30 or zero I I just think that either 30 or zero I I just think that the things have evolved where maybe 30 the things have evolved where maybe 30 the things have evolved where maybe 30 is not the right number anymore but I is not the right number anymore but I is not the right number anymore but I don't know and when you said that 30 is don't know and when you said that 30 is don't know and when you said that 30 is standard what do you mean Apple's that standard what do you mean Apple's that standard what do you mean Apple's that price and it became it's now the price and it became it's now the price and it became it's now the standard like we're we're agreeing okay standard like we're we're agreeing okay standard like we're we're agreeing okay it's the it's the it's the standard Rob was there anything in that standard Rob was there anything in that standard Rob was there anything in that agreement that uh differentiated between agreement that uh differentiated between agreement that uh differentiated between free and free and free and pay there's some more in-depth stuff you pay there's some more in-depth stuff you pay there's some more in-depth stuff you still have to jump through some hoops uh still have to jump through some hoops uh still have to jump through some hoops uh with apple to even allow you to do this with apple to even allow you to do this with apple to even allow you to do this thing that they're letting you do you thing that they're letting you do you thing that they're letting you do you can't just do it willy-nilly can't just do it willy-nilly can't just do it willy-nilly apparently um I'll read some more stuff apparently um I'll read some more stuff apparently um I'll read some more stuff there's just it's just a light email but there's just it's just a light email but there's just it's just a light email but there's a link to more in- depth content there's a link to more in- depth content there's a link to more in- depth content about it well as people start about it well as people start about it well as people start subscribing to services that are more subscribing to services that are more subscribing to services that are more cross platform especially you think cross platform especially you think cross platform especially you think about like AI agents and other things about like AI agents and other things about like AI agents and other things like that you know this idea of sort of like that you know this idea of sort of like that you know this idea of sort of having a gated single Community having a gated single Community having a gated single Community purchasing thing is kind of get it's purchasing thing is kind of get it's purchasing thing is kind of get it's going to become a little more tricky to going to become a little more tricky to going to become a little more tricky to sort of enforce yeah but it really sort of enforce yeah but it really sort of enforce yeah but it really doesn't work out that way does it right doesn't work out that way does it right doesn't work out that way does it right because once let's say that you've because once let's say that you've because once let's say that you've registered with uh uh Netflix on on registered with uh uh Netflix on on registered with uh uh Netflix on on Android that same account you have Android that same account you have Android that same account you have availability if you let's say Port it availability if you let's say Port it availability if you let's say Port it over to yeah iOS it's not like because over to yeah iOS it's not like because over to yeah iOS it's not like because you switch to iOS all of a sudden you you switch to iOS all of a sudden you you switch to iOS all of a sudden you don't get access to Netflix right um you don't get access to Netflix right um you don't get access to Netflix right um you know know know it's so yeah it what if the what if the

it's so yeah it what if the what if the it's so yeah it what if the what if the Google Store was 20% and apple was 30% Google Store was 20% and apple was 30% Google Store was 20% and apple was 30% and I subscribed to Netflix on the and I subscribed to Netflix on the and I subscribed to Netflix on the Google store Google store Google store oh and then used it on Apple I mean oh and then used it on Apple I mean oh and then used it on Apple I mean there's all sorts of interesting things there's all sorts of interesting things there's all sorts of interesting things here that could happen as people start here that could happen as people start here that could happen as people start to monetize outside the traditional app to monetize outside the traditional app to monetize outside the traditional app stores somebody could do a Walmart race stores somebody could do a Walmart race stores somebody could do a Walmart race to the to the to the bottom that's right the Walmart store bottom that's right the Walmart store bottom that's right the Walmart store the Walmart store the Walmart store the Walmart store 10% 10% 10% 988 that's right well I tell you I'm 988 that's right well I tell you I'm 988 that's right well I tell you I'm just excited about our announcement just excited about our announcement just excited about our announcement today for the new iot Coffee Talk phone today for the new iot Coffee Talk phone today for the new iot Coffee Talk phone um and we're to use Google's open source um and we're to use Google's open source um and we're to use Google's open source Android platform to build it on we're Android platform to build it on we're Android platform to build it on we're gonna have our own app store and one of gonna have our own app store and one of gonna have our own app store and one of the like the rabbit is it going to be the like the rabbit is it going to be the like the rabbit is it going to be like the rabbit thing with like no like the rabbit thing with like no like the rabbit thing with like no screen on it or something it could screen on it or something it could screen on it or something it could happen but another benefit is if you happen but another benefit is if you happen but another benefit is if you have the iot Coffee Talk phone you get a have the iot Coffee Talk phone you get a have the iot Coffee Talk phone you get a free cup of coffee every day from some free cup of coffee every day from some free cup of coffee every day from some unnamed coffee shop that we yet to make unnamed coffee shop that we yet to make unnamed coffee shop that we yet to make a deal with yeah and we're only charging a deal with yeah and we're only charging a deal with yeah and we're only charging developers developers developers 40% 40% sliding scale sling SC I love 40% 40% sliding scale sling SC I love 40% 40% sliding scale sling SC I love the idea Rob but I'm not sure we could the idea Rob but I'm not sure we could the idea Rob but I'm not sure we could should call that the phone especially if should call that the phone especially if should call that the phone especially if you want to attract the young you want to attract the young you want to attract the young Generations they have no clue phone is Generations they have no clue phone is Generations they have no clue phone is so we should probably need find a better so we should probably need find a better so we should probably need find a better not necessary rabbits but I don't know not necessary rabbits but I don't know not necessary rabbits but I don't know maybe not a dog maybe a cat squirrel how maybe not a dog maybe a cat squirrel how maybe not a dog maybe a cat squirrel how about the squirrel I yeah squirrel yeah about the squirrel I yeah squirrel yeah about the squirrel I yeah squirrel yeah squirrel iot Coffee Talk squirrel it's squirrel iot Coffee Talk squirrel it's squirrel iot Coffee Talk squirrel it's kind of an AI thing wearable AI but kind of an AI thing wearable AI but kind of an AI thing wearable AI but you're right with the younger people it you're right with the younger people it you're right with the younger people it needs to just boot up to Tik Tok well we

needs to just boot up to Tik Tok well we needs to just boot up to Tik Tok well we can we can take the we can take the bird can we can take the we can take the bird can we can take the we can take the bird back because now it's X so we can use back because now it's X so we can use back because now it's X so we can use the bird maybe it should be a river creature of maybe it should be a river creature of some some some sort we because you know some of us were sort we because you know some of us were sort we because you know some of us were in this business and it used to be in this business and it used to be in this business and it used to be really really hard to make a phone and really really hard to make a phone and really really hard to make a phone and so much custom work and everything but so much custom work and everything but so much custom work and everything but today there is a it's a I want to I today there is a it's a I want to I today there is a it's a I want to I don't want to say the word offthe shelf don't want to say the word offthe shelf don't want to say the word offthe shelf but there it's easier for somebody who but there it's easier for somebody who but there it's easier for somebody who wants to make a phone today to call up wants to make a phone today to call up wants to make a phone today to call up oh yeah or whoever and get most of the oh yeah or whoever and get most of the oh yeah or whoever and get most of the stack all in one shot oh yeah you stack all in one shot oh yeah you stack all in one shot oh yeah you know just call uh foxcon or know just call uh foxcon or know just call uh foxcon or ja like odium templates that you ja like odium templates that you ja like odium templates that you can you know all you have to do is you can you know all you have to do is you can you know all you have to do is you know brand it logo on the back I mean know brand it logo on the back I mean know brand it logo on the back I mean you think about it you know you Leonard you think about it you know you Leonard you think about it you know you Leonard you go to all the Snapdragon events you you go to all the Snapdragon events you you go to all the Snapdragon events you know like in Hawaii and stuff like that know like in Hawaii and stuff like that know like in Hawaii and stuff like that and I'm Blown Away by when they go and and I'm Blown Away by when they go and and I'm Blown Away by when they go and we've did this with the camera and we've we've did this with the camera and we've we've did this with the camera and we've done this with the and you're like oh my done this with the and you're like oh my done this with the and you're like oh my God Snap Dragon just used to be a God Snap Dragon just used to be a God Snap Dragon just used to be a CPU um based on arm and now it's like CPU um based on arm and now it's like CPU um based on arm and now it's like every last thing that a phone does every last thing that a phone does every last thing that a phone does Qualcomm is telling you about that Qualcomm is telling you about that Qualcomm is telling you about that feature that's part of snap tragon it's feature that's part of snap tragon it's feature that's part of snap tragon it's like what do I just need to slap a like what do I just need to slap a like what do I just need to slap a plastic shell around it and just pull it plastic shell around it and just pull it plastic shell around it and just pull it on chip and throw some memory in there on chip and throw some memory in there on chip and throw some memory in there and you still have your your you know

and you still have your your you know and you still have your your you know all your front end radio equipment and all your front end radio equipment and all your front end radio equipment and all your googas to to do that right I all your googas to to do that right I all your googas to to do that right I mean that's not going to be integrated mean that's not going to be integrated mean that's not going to be integrated but yeah more and more of it's pulled on but yeah more and more of it's pulled on but yeah more and more of it's pulled on sh the mpu is a great example right I sh the mpu is a great example right I sh the mpu is a great example right I mean it's all mean it's all mean it's all theight theight theight they they do integrate it in on occasion they they do integrate it in on occasion they they do integrate it in on occasion I mean you can't bring the the modem on I mean you can't bring the the modem on I mean you can't bring the the modem on on device yeah the modem yeah I all the on device yeah the modem yeah I all the on device yeah the modem yeah I all the other yeah I mean yeah yeah antennas other yeah I mean yeah yeah antennas other yeah I mean yeah yeah antennas we've never heard of someone just using we've never heard of someone just using we've never heard of someone just using a reference design and putting their a reference design and putting their a reference design and putting their name on name on name on it and saying this is our it and saying this is our it and saying this is our phone so back to the name we should call phone so back to the name we should call phone so back to the name we should call it the coffee AI box coffee AI here all here all these lots of love lots of love for these lots of love lots of love for these lots of love lots of love for Samsung yeah if you think this is fun Samsung yeah if you think this is fun Samsung yeah if you think this is fun it's actually not all that it's actually not all that it's actually not all that fun C fun C fun C exciting no it's not that cold but you exciting no it's not that cold but you exciting no it's not that cold but you know standing and line is never really know standing and line is never really know standing and line is never really all that fun yeah my driveway my all that fun yeah my driveway my all that fun yeah my driveway my driveway is an ice rink right now kind driveway is an ice rink right now kind driveway is an ice rink right now kind of so it is very icy here now in the of so it is very icy here now in the of so it is very icy here now in the Seattle area yeah unfortunately no Seattle area yeah unfortunately no Seattle area yeah unfortunately no bueno looks like it's really snowing bueno looks like it's really snowing bueno looks like it's really snowing with those guards behind you Pete so I with those guards behind you Pete so I with those guards behind you Pete so I mean I know really like the guys at that mean I know really like the guys at that mean I know really like the guys at that last part of the movie Inception when last part of the movie Inception when last part of the movie Inception when they're in the snow thing and they're

they're in the snow thing and they're they're in the snow thing and they're going through there and they've gone to going through there and they've gone to going through there and they've gone to different different different levels so is it in San levels so is it in San levels so is it in San Diego what is it he's Leonard's in San Diego what is it he's Leonard's in San Diego what is it he's Leonard's in San Jose I'm in San Jose Jose I'm in San Jose Jose I'm in San Jose we should get we should get lunch or we should get we should get lunch or we should get we should get lunch or coffee I'm coffee I'm coffee I'm in I literally have to take off right in I literally have to take off right in I literally have to take off right after this thing okay after this thing okay after this thing okay not yeah but I couldn't find a I not yeah but I couldn't find a I not yeah but I couldn't find a I couldn't find a later flight and I couldn't find a later flight and I couldn't find a later flight and I didn't want to R myself through Las didn't want to R myself through Las didn't want to R myself through Las Vegas last thing I want to do is fly to Vegas last thing I want to do is fly to Vegas last thing I want to do is fly to Las Vegas yet again you know it's Las Vegas yet again you know it's Las Vegas yet again you know it's something that I will now actively try something that I will now actively try something that I will now actively try to to to avoid speaking of Vegas so CES so um you avoid speaking of Vegas so CES so um you avoid speaking of Vegas so CES so um you know I talked to a bunch of people about know I talked to a bunch of people about know I talked to a bunch of people about CEs I'd love to give everyone's take but CEs I'd love to give everyone's take but CEs I'd love to give everyone's take but it felt like it was kind of like so what it felt like it was kind of like so what it felt like it was kind of like so what you know like what was CES anything you know like what was CES anything you know like what was CES anything other than a couple of transparent like other than a couple of transparent like other than a couple of transparent like uh TVs I mean like like where were the uh TVs I mean like like where were the uh TVs I mean like like where were the cars where you know there's no AI PCS cars where you know there's no AI PCS cars where you know there's no AI PCS there's no cars there's there's no cars there's there's no cars there's no what is happening it's CS these days no what is happening it's CS these days no what is happening it's CS these days is it still even worth it as a show I is it still even worth it as a show I is it still even worth it as a show I mean I don't know yeah you you were mean I don't know yeah you you were mean I don't know yeah you you were there yeah it's like the big deal there yeah it's like the big deal there yeah it's like the big deal stuff um is the stuff that no one really stuff um is the stuff that no one really stuff um is the stuff that no one really talked about because they just don't see talked about because they just don't see talked about because they just don't see the important technology for what it is the important technology for what it is the important technology for what it is right uh they're trying to look for right uh they're trying to look for right uh they're trying to look for something flashy at the product end but something flashy at the product end but something flashy at the product end but something like something like something like microed you know that's such an

microed you know that's such an microed you know that's such an important technology right whether it's important technology right whether it's important technology right whether it's for XR for the television made being for XR for the television made being for XR for the television made being able to do that transparent display able to do that transparent display able to do that transparent display stuff I mean that not only are those stuff I mean that not only are those stuff I mean that not only are those really cool really cool really cool Technologies but if they can get the Technologies but if they can get the Technologies but if they can get the yields and the price down which yields and the price down which yields and the price down which eventually it will um it's G to be a big eventually it will um it's G to be a big eventually it will um it's G to be a big deal for XR um but you didn't hear deal for XR um but you didn't hear deal for XR um but you didn't hear anyone talk about that they just talked anyone talk about that they just talked anyone talk about that they just talked about this rabbit whatever that silly about this rabbit whatever that silly about this rabbit whatever that silly rabbit yeah which is if you go and you rabbit yeah which is if you go and you rabbit yeah which is if you go and you you know delve into the details is you know delve into the details is you know delve into the details is actually quite un actually quite un actually quite un fantastic you know but yeah you're right fantastic you know but yeah you're right fantastic you know but yeah you're right I mean like the thing that really I mean like the thing that really I mean like the thing that really surprised me was the Amazon uh Booth surprised me was the Amazon uh Booth surprised me was the Amazon uh Booth where there was hardly any people where there was hardly any people where there was hardly any people there just really weird for me yeah there just really weird for me yeah there just really weird for me yeah because I think the because I think the because I think the XR maybe the Vision Pro is part of it XR maybe the Vision Pro is part of it XR maybe the Vision Pro is part of it but there seemed to be a little bit of a but there seemed to be a little bit of a but there seemed to be a little bit of a Resurgence Rebirth of the kind of AR XR Resurgence Rebirth of the kind of AR XR Resurgence Rebirth of the kind of AR XR headset glasses visor thing going on headset glasses visor thing going on headset glasses visor thing going on there like it's sort of coming back into there like it's sort of coming back into there like it's sort of coming back into fashion maybe because of the Vision Pro fashion maybe because of the Vision Pro fashion maybe because of the Vision Pro that that felt like that was a there was that that felt like that was a there was that that felt like that was a there was a little bit Buzz around that a little bit Buzz around that a little bit Buzz around that too yeah yeah the glasses the glasses too yeah yeah the glasses the glasses too yeah yeah the glasses the glasses like music they had a cool new offering like music they had a cool new offering like music they had a cool new offering but I mean again incremental it's not but I mean again incremental it's not but I mean again incremental it's not like these guys haven't been doing it like these guys haven't been doing it like these guys haven't been doing it for more than a decade a couple of for more than a decade a couple of for more than a decade a couple of decades right um you know the rayb band decades right um you know the rayb band decades right um you know the rayb band thing for meta people are you know they

thing for meta people are you know they thing for meta people are you know they either have dismissive attitudes for or either have dismissive attitudes for or either have dismissive attitudes for or they think it's the coolest thing but I they think it's the coolest thing but I they think it's the coolest thing but I don't think it's it's that you know don't think it's it's that you know don't think it's it's that you know fortive event making product you know fortive event making product you know fortive event making product you know I'm say that I'm say that I'm say that pivotal I think my my theory is that pivotal I think my my theory is that pivotal I think my my theory is that there's so much happening on the cloud there's so much happening on the cloud there's so much happening on the cloud like if you think about gen and all the like if you think about gen and all the like if you think about gen and all the buzz in the past year it's all very buzz in the past year it's all very buzz in the past year it's all very cloud-based and CES is very much an a a cloud-based and CES is very much an a a cloud-based and CES is very much an a a device client-based show and and I think device client-based show and and I think device client-based show and and I think there's a disconnect there where that's there's a disconnect there where that's there's a disconnect there where that's not where the buzz it has been at least not where the buzz it has been at least not where the buzz it has been at least in the past year and so coming into CES in the past year and so coming into CES in the past year and so coming into CES it's all very incremental and it's all very incremental and it's all very incremental and very very iterative and uh you know all very very iterative and uh you know all very very iterative and uh you know all of the cloud-based stuff that's of the cloud-based stuff that's of the cloud-based stuff that's happening and all the move to the cloud happening and all the move to the cloud happening and all the move to the cloud of things it's not a cloud show at all of things it's not a cloud show at all of things it's not a cloud show at all so I don't know maybe that's the part of so I don't know maybe that's the part of so I don't know maybe that's the part of the disconnect I mean it'll be the disconnect I mean it'll be the disconnect I mean it'll be interesting to see if the numbers next interesting to see if the numbers next interesting to see if the numbers next year in terms of attendance or what they year in terms of attendance or what they year in terms of attendance or what they were last year my bet is it's going to were last year my bet is it's going to were last year my bet is it's going to be less be less be less really I think so I just think I think really I think so I just think I think really I think so I just think I think people are finding less and less of a people are finding less and less of a people are finding less and less of a reason to go to those kind of shows I reason to go to those kind of shows I reason to go to those kind of shows I don't don't don't know specialized shows Mr rmer know Mr know specialized shows Mr rmer know Mr know specialized shows Mr rmer know Mr brummer's reason to go to these shows brummer's reason to go to these shows brummer's reason to go to these shows all of my clients and partners will all all of my clients and partners will all all of my clients and partners will all be in the same place at the same time be in the same place at the same time be in the same place at the same time and I can easily meet with all of them and I can easily meet with all of them and I can easily meet with all of them well that's that's been the reason to go well that's that's been the reason to go well that's that's been the reason to go to trr for a couple of decades now you to trr for a couple of decades now you to trr for a couple of decades now you anything you see there to see people so anything you see there to see people so anything you see there to see people so that's true but but it's true from the that's true but but it's true from the that's true but but it's true from the distance you looked at your transparent

distance you looked at your transparent distance you looked at your transparent TVs sunglasses and the rabbit and by the TVs sunglasses and the rabbit and by the TVs sunglasses and the rabbit and by the way what is the use case for transparent way what is the use case for transparent way what is the use case for transparent TV I I don't get TV I I don't get TV I I don't get person I don't was cool it was cool fine person I don't was cool it was cool fine person I don't was cool it was cool fine but what I read you know because that but what I read you know because that but what I read you know because that you're right that was from LG who did you're right that was from LG who did you're right that was from LG who did the transparent TV but then they had to the transparent TV but then they had to the transparent TV but then they had to drape some Black cover behind it for you drape some Black cover behind it for you drape some Black cover behind it for you to actually watch a program without to actually watch a program without to actually watch a program without freaking out as you could see through freaking out as you could see through freaking out as you could see through that's kind of my point that's kind of that's kind of my point that's kind of that's kind of my point that's kind of my point I thought it would be like you my point I thought it would be like you my point I thought it would be like you know they ever watch the Kardashian show know they ever watch the Kardashian show know they ever watch the Kardashian show you know like she's gonna have one of you know like she's gonna have one of you know like she's gonna have one of those transparent TVs where you don't those transparent TVs where you don't those transparent TVs where you don't see anything and then when you turn it see anything and then when you turn it see anything and then when you turn it on the whole wall turns you know becomes on the whole wall turns you know becomes on the whole wall turns you know becomes the TV and then when you turn it off you the TV and then when you turn it off you the TV and then when you turn it off you have you see everything behind it like have you see everything behind it like have you see everything behind it like it's that I think that's the use case it's that I think that's the use case it's that I think that's the use case and then I'm like looking going okay and then I'm like looking going okay and then I'm like looking going okay where do you hang this thing like where where do you hang this thing like where where do you hang this thing like where like are you like Rob are you GNA put it like are you like Rob are you GNA put it like are you like Rob are you GNA put it like in front of the window so you can't like in front of the window so you can't like in front of the window so you can't see the mountains or I'm going to see see the mountains or I'm going to see see the mountains or I'm going to see the beach like I'm going to put it here the beach like I'm going to put it here the beach like I'm going to put it here and look at the beach yeah TR I I where and look at the beach yeah TR I I where and look at the beach yeah TR I I where would you put it well then when you turn would you put it well then when you turn would you put it well then when you turn it on then you don't see the beach you it on then you don't see the beach you it on then you don't see the beach you watch the movie and then when you turn watch the movie and then when you turn watch the movie and then when you turn it off you can still see the beach yeah it off you can still see the beach yeah it off you can still see the beach yeah I mean I just but that that being said I mean I just but that that being said I mean I just but that that being said is it maybe just a baby step towards is it maybe just a baby step towards is it maybe just a baby step towards getting to new tech that we do want like getting to new tech that we do want like getting to new tech that we do want like looking at Steve's background there you looking at Steve's background there you looking at Steve's background there you You' got your all that glass there and You' got your all that glass there and You' got your all that glass there and you're sliding doors if LG can do glass

you're sliding doors if LG can do glass you're sliding doors if LG can do glass TVs like that how far away are we from TVs like that how far away are we from TVs like that how far away are we from all our Windows being able to being all our Windows being able to being all our Windows being able to being showing all kinds of showing all kinds of showing all kinds of stuff I see advertising opportunities stuff I see advertising opportunities stuff I see advertising opportunities there F cool Minority Report stuff that there F cool Minority Report stuff that there F cool Minority Report stuff that we've all thought about for a long time we've all thought about for a long time we've all thought about for a long time and so I think if LG's this this is and so I think if LG's this this is and so I think if LG's this this is probably that first step to actually probably that first step to actually probably that first step to actually getting there yeah I can see that getting there yeah I can see that getting there yeah I can see that apartment buildings and stuff outfitted apartment buildings and stuff outfitted apartment buildings and stuff outfitted with Smart Glass you know uh condos you with Smart Glass you know uh condos you with Smart Glass you know uh condos you know stuff like that kind of luxury know stuff like that kind of luxury know stuff like that kind of luxury places I could see that sure so I think places I could see that sure so I think places I could see that sure so I think it's cool it's cool you know it's cool it's cool you know it's cool it's cool you know but we used we used to use screen to but we used we used to use screen to but we used we used to use screen to display the outside or paintings that display the outside or paintings that display the outside or paintings that was you know Bill Gates kind of vision was you know Bill Gates kind of vision was you know Bill Gates kind of vision in the in and now we're doing the in the in and now we're doing the in the in and now we're doing the reverse we're doing screen to hide reverse we're doing screen to hide reverse we're doing screen to hide them I love that we get to watch Leonard them I love that we get to watch Leonard them I love that we get to watch Leonard going through some kind of going through going through some kind of going through going through some kind of going through security right looking thing you know security right looking thing you know security right looking thing you know that's pretty cool is he gonna make it that's pretty cool is he gonna make it that's pretty cool is he gonna make it I'm not I'm not I'm not sure let's think some bets is he gonna sure let's think some bets is he gonna sure let's think some bets is he gonna make looks like he made it through he make looks like he made it through he make looks like he made it through he made it through made it through made it through it's quite a it's quite a it's quite a disaster by the way talking of AI and disaster by the way talking of AI and disaster by the way talking of AI and gpus heard the the latest gpus heard the the latest gpus heard the the latest news those chips leak memory like crazy news those chips leak memory like crazy news those chips leak memory like crazy and there are PC's where you can and there are PC's where you can and there are PC's where you can actually see an application that that is actually see an application that that is actually see an application that that is exactly what is your gen doing because exactly what is your gen doing because exactly what is your gen doing because they dumped the memory from the the gpus they dumped the memory from the the gpus they dumped the memory from the the gpus it's it's crazy because basically means it's it's crazy because basically means it's it's crazy because basically means we learn nothing we have this whole

we learn nothing we have this whole we learn nothing we have this whole demand for new generation of chips and demand for new generation of chips and demand for new generation of chips and we don't design them secure from the we don't design them secure from the we don't design them secure from the ground up it's ground up it's ground up it's crazy we'll see well maybe next year crazy we'll see well maybe next year crazy we'll see well maybe next year we'll see more actual practical AI we'll see more actual practical AI we'll see more actual practical AI implementations on at CES maybe I think implementations on at CES maybe I think implementations on at CES maybe I think if they can kind of get a handle on that if they can kind of get a handle on that if they can kind of get a handle on that that would be good but this year it felt that would be good but this year it felt that would be good but this year it felt like it was a little more hot air than like it was a little more hot air than like it was a little more hot air than actual stuff be nice to be able to go to actual stuff be nice to be able to go to actual stuff be nice to be able to go to a particular like how they are breaking a particular like how they are breaking a particular like how they are breaking the show up into SE sections that the show up into SE sections that the show up into SE sections that there's AI section next year that that there's AI section next year that that there's AI section next year that that would be better because it would you would be better because it would you would be better because it would you know even the low CCO no code people know even the low CCO no code people know even the low CCO no code people were all over the place there was not a were all over the place there was not a were all over the place there was not a lot of uh you know put it put it all lot of uh you know put it put it all lot of uh you know put it put it all together so you can go see everybody in together so you can go see everybody in together so you can go see everybody in one particular area like some of the one particular area like some of the one particular area like some of the other so I thought you know that would other so I thought you know that would other so I thought you know that would be great but you know it was an amazing be great but you know it was an amazing be great but you know it was an amazing week I had 23 meetings in three days wow week I had 23 meetings in three days wow week I had 23 meetings in three days wow it was it was it was easy I usually don't Steve your microphone's a little don't Steve your microphone's a little uh faint so uh faint so uh faint so I um I sent Shapiro an actually email I um I sent Shapiro an actually email I um I sent Shapiro an actually email this week and I said last week was this week and I said last week was this week and I said last week was fantastic I mean they did a great job fantastic I mean they did a great job fantastic I mean they did a great job with security with security with security Transportation uh everybody was happy Transportation uh everybody was happy Transportation uh everybody was happy everybody was nice it was incredible I I everybody was nice it was incredible I I everybody was nice it was incredible I I tell you what it was best you know 31 tell you what it was best you know 31 tell you what it was best you know 31 years for me I mean it was wow all right

years for me I mean it was wow all right years for me I mean it was wow all right well there you go so it worked for you well there you go so it worked for you well there you go so it worked for you then yeah I was just commenting on the then yeah I was just commenting on the then yeah I was just commenting on the news out of the show just didn't feel news out of the show just didn't feel news out of the show just didn't feel very groundbreaking but I guess for very groundbreaking but I guess for very groundbreaking but I guess for looking for a week after on the rabbit looking for a week after on the rabbit looking for a week after on the rabbit like there's been no followup like there's been no followup like there's been no followup information from them at all so I don't information from them at all so I don't information from them at all so I don't know if it was just hype and know if it was just hype and know if it was just hype and then crashes you know this week I I you then crashes you know this week I I you then crashes you know this week I I you know it's I don't know where you get any know it's I don't know where you get any know it's I don't know where you get any more more more information good question yeah so information good question yeah so information good question yeah so where's the rabbit yeah well I think I I where's the rabbit yeah well I think I I where's the rabbit yeah well I think I I saw online their fourth batch their saw online their fourth batch their saw online their fourth batch their fourth batch is already sold out so fourth batch is already sold out so fourth batch is already sold out so people they've pre-sold a lot we should people they've pre-sold a lot we should people they've pre-sold a lot we should just get one here on iot coffee talk and just get one here on iot coffee talk and just get one here on iot coffee talk and take it apart and see what's going I I take it apart and see what's going I I take it apart and see what's going I I ordered one so whenever I get it you did ordered one so whenever I get it you did ordered one so whenever I get it you did okay well there you go well I'm in the okay well there you go well I'm in the okay well there you go well I'm in the in the list you I don't know when I'm in the list you I don't know when I'm in the list you I don't know when I'm okay so you know 18 months from now you okay so you know 18 months from now you okay so you know 18 months from now you get one on the get one on the get one on the r and it will be absur by the time I get r and it will be absur by the time I get r and it will be absur by the time I get it it it but they announced V2 by then yeah but they announced V2 by then yeah but they announced V2 by then yeah course yeah but I get maybe I get an course yeah but I get maybe I get an course yeah but I get maybe I get an upgrade discount but you think about C upgrade discount but you think about C upgrade discount but you think about C yes the way it used to be like so it yes the way it used to be like so it yes the way it used to be like so it used to be a big you know it was a PC used to be a big you know it was a PC used to be a big you know it was a PC show it's not really a PC show anymore show it's not really a PC show anymore show it's not really a PC show anymore it used to be a phone show it's not it used to be a phone show it's not it used to be a phone show it's not really a phone show used to be a car really a phone show used to be a car really a phone show used to be a car show all the major car folks aren't show all the major car folks aren't show all the major car folks aren't there anymore you know so now and it's there anymore you know so now and it's there anymore you know so now and it's always been sort of like cool TVs and always been sort of like cool TVs and always been sort of like cool TVs and like some high-end audio but you know like some high-end audio but you know like some high-end audio but you know that's not really enough and so I'm just that's not really enough and so I'm just that's not really enough and so I'm just wondering I mean if if I was Gary you wondering I mean if if I was Gary you wondering I mean if if I was Gary you know I would probably be thinking like know I would probably be thinking like know I would probably be thinking like what am I what's my Pivot you know it's what am I what's my Pivot you know it's what am I what's my Pivot you know it's not Bill Gates at the keynote anymore

not Bill Gates at the keynote anymore not Bill Gates at the keynote anymore for sure and so what's my Pivot on this for sure and so what's my Pivot on this for sure and so what's my Pivot on this show I mean I would argue NRF probably show I mean I would argue NRF probably show I mean I would argue NRF probably was probably a more interesting show was probably a more interesting show was probably a more interesting show from a technology perspective that from a technology perspective that from a technology perspective that happened the week after in New York happened the week after in New York happened the week after in New York National Retail Federation show then National Retail Federation show then National Retail Federation show then maybe maybe maybe CES um since we all interact with retail CES um since we all interact with retail CES um since we all interact with retail but I don't know I I kind of I'm I'm a but I don't know I I kind of I'm I'm a but I don't know I I kind of I'm I'm a little more aligned with some of these little more aligned with some of these little more aligned with some of these more vertical shows you know where you more vertical shows you know where you more vertical shows you know where you can really see like this is the the can really see like this is the the can really see like this is the the market vertical the industry vertical market vertical the industry vertical market vertical the industry vertical and here's how the technology applies as and here's how the technology applies as and here's how the technology applies as opposed to a general purpose technology opposed to a general purpose technology opposed to a general purpose technology show because these days technology is so show because these days technology is so show because these days technology is so ubiquitous that you really have to talk ubiquitous that you really have to talk ubiquitous that you really have to talk about it in context of solutions and about it in context of solutions and about it in context of solutions and markets otherwise it's just too markets otherwise it's just too markets otherwise it's just too smushy it's more Persona aspect for me smushy it's more Persona aspect for me smushy it's more Persona aspect for me and I've only been to CS a couple of and I've only been to CS a couple of and I've only been to CS a couple of times but my perception has always been times but my perception has always been times but my perception has always been it's consumer so you can build I believe it's consumer so you can build I believe it's consumer so you can build I believe a great event around consumer because of a great event around consumer because of a great event around consumer because of the P pervasiveness of Technology we say the P pervasiveness of Technology we say the P pervasiveness of Technology we say and probably with growing and maybe this and probably with growing and maybe this and probably with growing and maybe this is the reason why AI is not that present is the reason why AI is not that present is the reason why AI is not that present because AI as has yet impacted the because AI as has yet impacted the because AI as has yet impacted the consumers a lot yet well except for consumers a lot yet well except for consumers a lot yet well except for cloud-based cloud-based cloud-based software right so consumers are using it software right so consumers are using it software right so consumers are using it through like you know co-pilots and through like you know co-pilots and through like you know co-pilots and other things and that's not a CES story other things and that's not a CES story other things and that's not a CES story but it's still the early days I mean by but it's still the early days I mean by but it's still the early days I mean by consumer I mean Mom and Pops that go to consumer I mean Mom and Pops that go to consumer I mean Mom and Pops that go to Walmart to buy the latest gadget I don't Walmart to buy the latest gadget I don't Walmart to buy the latest gadget I don't mean the the Silicon Valley bubble that mean the the Silicon Valley bubble that mean the the Silicon Valley bubble that uses AI right for the sake of using AI uses AI right for the sake of using AI uses AI right for the sake of using AI because you know because we're going to because you know because we're going to because you know because we're going to use copilot or whatever to be honest use copilot or whatever to be honest use copilot or whatever to be honest with you I think consumers might be

with you I think consumers might be with you I think consumers might be using Ai and they don't even know it yet using Ai and they don't even know it yet using Ai and they don't even know it yet I mean all I mean all I mean all the point it's all AI driven they don't the point it's all AI driven they don't the point it's all AI driven they don't even know it you can even argue that you even know it you can even argue that you even know it you can even argue that you might actually not want them to know might actually not want them to know might actually not want them to know which is one of the big well I mean you which is one of the big well I mean you which is one of the big well I mean you know you argue alexas and all that stuff know you argue alexas and all that stuff know you argue alexas and all that stuff which will now turn into large language which will now turn into large language which will now turn into large language model Alexis that's why they by the way model Alexis that's why they by the way model Alexis that's why they by the way that's why Amazon did all those layoffs that's why Amazon did all those layoffs that's why Amazon did all those layoffs this past week they've laid off a bunch this past week they've laid off a bunch this past week they've laid off a bunch of Alexa folks because they're going to of Alexa folks because they're going to of Alexa folks because they're going to switch from their RNN you know kind of switch from their RNN you know kind of switch from their RNN you know kind of classic U neural network models to llms classic U neural network models to llms classic U neural network models to llms and they have to retool the whole team and they have to retool the whole team and they have to retool the whole team probably reinvent the whole thing that's probably reinvent the whole thing that's probably reinvent the whole thing that's a that's a Panos Pan question I guess a that's a Panos Pan question I guess a that's a Panos Pan question I guess but you know a lot of the tech that but you know a lot of the tech that but you know a lot of the tech that consumers have sort of been acclimated consumers have sort of been acclimated consumers have sort of been acclimated to that have been sort of smart you know to that have been sort of smart you know to that have been sort of smart you know voice activated blah blah blah it's all voice activated blah blah blah it's all voice activated blah blah blah it's all going to turn into large language model going to turn into large language model going to turn into large language model AI pretty much cloud-driven stuff except AI pretty much cloud-driven stuff except AI pretty much cloud-driven stuff except maybe keyword detection so I think there maybe keyword detection so I think there maybe keyword detection so I think there is a lot of consumer pervasiveness on AI is a lot of consumer pervasiveness on AI is a lot of consumer pervasiveness on AI that people just don't quite grock yet that people just don't quite grock yet that people just don't quite grock yet yeah so so that's my point my point is yeah so so that's my point my point is yeah so so that's my point my point is you you could actually probably build on you you could actually probably build on you you could actually probably build on theand electronics and the future for theand electronics and the future for theand electronics and the future for that you refocus but if you're starting that you refocus but if you're starting that you refocus but if you're starting to to digress and go into more the I to to digress and go into more the I to to digress and go into more the I would said the the professionals or the would said the the professionals or the would said the the professionals or the the the it kind of shows that's to yeah the the it kind of shows that's to yeah the the it kind of shows that's to yeah but that's not CES too right that's but that's not CES too right that's but that's not CES too right that's where CES is sort of like it's kind of where CES is sort of like it's kind of where CES is sort of like it's kind of this interesting thing where it used to this interesting thing where it used to this interesting thing where it used to be all Gadget based you know that was be all Gadget based you know that was be all Gadget based you know that was the hot thing right Hardware lust the hot thing right Hardware lust the hot thing right Hardware lust software love right and uh you love the software love right and uh you love the software love right and uh you love the gadget they had lust after the gadgets gadget they had lust after the gadgets gadget they had lust after the gadgets and the hardware and now it's like well

and the hardware and now it's like well and the hardware and now it's like well I mean the PC thing has been sort of I mean the PC thing has been sort of I mean the PC thing has been sort of absent for a long time the phone thing absent for a long time the phone thing absent for a long time the phone thing no one really cares because it's not no one really cares because it's not no one really cares because it's not that interesting so we got to find a new that interesting so we got to find a new that interesting so we got to find a new the new the new the new hotness yeah but my argument is that hotness yeah but my argument is that hotness yeah but my argument is that this is maybe why it's going down is this is maybe why it's going down is this is maybe why it's going down is because they've lost kind of focus on because they've lost kind of focus on because they've lost kind of focus on they have I think so I think sure and they have I think so I think sure and they have I think so I think sure and there's so much technology going into there's so much technology going into there's so much technology going into consumers now in cars as we said I don't consumers now in cars as we said I don't consumers now in cars as we said I don't think TVs make sense anymore it's just think TVs make sense anymore it's just think TVs make sense anymore it's just people buy the cheapest on that cost people buy the cheapest on that cost people buy the cheapest on that cost although they the big the big big although they the big the big big although they the big the big big automakers weren't at CES this year G automakers weren't at CES this year G automakers weren't at CES this year G maybe that's the maybe that's the maybe that's the that's probably because of the that's probably because of the that's probably because of the positioning they perceive from the well positioning they perceive from the well positioning they perceive from the well I think they left it for the startups to I think they left it for the startups to I think they left it for the startups to go and spend their BC money to kind of go and spend their BC money to kind of go and spend their BC money to kind of show off their cyber truck ripoffs or show off their cyber truck ripoffs or show off their cyber truck ripoffs or whatever and uh they did yeah done you whatever and uh they did yeah done you whatever and uh they did yeah done you know they won't be there next year but know they won't be there next year but know they won't be there next year but they were there this year so yeah Honda they were there this year so yeah Honda they were there this year so yeah Honda Honda was there with Sony but that's Honda was there with Sony but that's Honda was there with Sony but that's about it yeah so it's like um about it yeah so it's like um about it yeah so it's like um interesting so I don't know it's kind of interesting so I don't know it's kind of interesting so I don't know it's kind of an existential question I mean we used an existential question I mean we used an existential question I mean we used to have comex too remember that I mean to have comex too remember that I mean to have comex too remember that I mean that was like that was the center of the that was like that was the center of the that was like that was the center of the universe and then one then some one year universe and then one then some one year universe and then one then some one year someone said I guess this isn't relevant someone said I guess this isn't relevant someone said I guess this isn't relevant anymore and then you just shut it down anymore and then you just shut it down anymore and then you just shut it down so I don't know where CES is heading but so I don't know where CES is heading but so I don't know where CES is heading but yeah I I still think that there's um yeah I I still think that there's um yeah I I still think that there's um different groups of people attending different groups of people attending different groups of people attending right so it's the amateurs that are right so it's the amateurs that are right so it's the amateurs that are there to see the cool that they're there to see the cool that they're there to see the cool that they're paying $99 to go to and they're walking paying $99 to go to and they're walking paying $99 to go to and they're walking around and sure consumer yeah literally around and sure consumer yeah literally around and sure consumer yeah literally public Tire trackers right right and public Tire trackers right right and public Tire trackers right right and then you go and then you start to look then you go and then you start to look then you go and then you start to look at all of the hate the to say startup

at all of the hate the to say startup at all of the hate the to say startup series a guys but you know the Eureka series a guys but you know the Eureka series a guys but you know the Eureka parks and the guys that are in the parks and the guys that are in the parks and the guys that are in the health and beauty and AI generated health and beauty and AI generated health and beauty and AI generated toothbrushes and makeup guy people and toothbrushes and makeup guy people and toothbrushes and makeup guy people and all these other stuff and and then you all these other stuff and and then you all these other stuff and and then you got the business people that are sitting got the business people that are sitting got the business people that are sitting there saying all right well if I can do there saying all right well if I can do there saying all right well if I can do 1020 meetings yeah in one three day 1020 meetings yeah in one three day 1020 meetings yeah in one three day period of time it's a low cost sales period of time it's a low cost sales period of time it's a low cost sales call I mean the executives in the iot call I mean the executives in the iot call I mean the executives in the iot section were all there every executive section were all there every executive section were all there every executive for every one of the companies and so for every one of the companies and so for every one of the companies and so you know you also the semiconductor guys you know you also the semiconductor guys you know you also the semiconductor guys are still there it's still a big show are still there it's still a big show are still there it's still a big show for the qualcom the nxs nxp had for the qualcom the nxs nxp had for the qualcom the nxs nxp had their guys all the all the Israelis were their guys all the all the Israelis were their guys all the all the Israelis were there so yeah I totally agree with you there so yeah I totally agree with you there so yeah I totally agree with you no it's definitely semiconductors no it's definitely semiconductors no it's definitely semiconductors because they're pervasive across all because they're pervasive across all because they're pervasive across all these things that it's definitely a big these things that it's definitely a big these things that it's definitely a big show for them because they have a lot of show for them because they have a lot of show for them because they have a lot of customers there but uh agree yeah customers there but uh agree yeah customers there but uh agree yeah interesting yeah the me it was interesting yeah the me it was interesting yeah the me it was interesting and I look at it how many of interesting and I look at it how many of interesting and I look at it how many of the booths had meeting the booths had meeting the booths had meeting rooms right so when you sit there you rooms right so when you sit there you rooms right so when you sit there you look at the semiconductor guys there look at the semiconductor guys there look at the semiconductor guys there were like three four meeting rooms in were like three four meeting rooms in were like three four meeting rooms in their Booth right so you know what their Booth right so you know what their Booth right so you know what they're doing you know trying to set up they're doing you know trying to set up they're doing you know trying to set up you know Cy deal yeah correct well you know Cy deal yeah correct well you know Cy deal yeah correct well Microsoft always had uh they used to Microsoft always had uh they used to Microsoft always had uh they used to have a presence there right it was so have a presence there right it was so have a presence there right it was so overrun with kind of Tire kickers and overrun with kind of Tire kickers and overrun with kind of Tire kickers and Lil and people W in tech support that Lil and people W in tech support that Lil and people W in tech support that they just said we're going to do meeting they just said we're going to do meeting they just said we're going to do meeting rooms only and they would they would rooms only and they would they would rooms only and they would they would have it's all meeting rooms and then

have it's all meeting rooms and then have it's all meeting rooms and then they have a little showcase area with a they have a little showcase area with a they have a little showcase area with a few Demos in it but it was all just few Demos in it but it was all just few Demos in it but it was all just meetings just yeah and every Suite was meetings just yeah and every Suite was meetings just yeah and every Suite was sold out like in Westgate and wi and sold out like in Westgate and wi and sold out like in Westgate and wi and Venetian and I mean the amount of of Venetian and I mean the amount of of Venetian and I mean the amount of of that has not changed at all yeah you that has not changed at all yeah you that has not changed at all yeah you know you just jogged my memory just know you just jogged my memory just know you just jogged my memory just saying all the iot CEOs are there and it saying all the iot CEOs are there and it saying all the iot CEOs are there and it reminded me of one that I know is not reminded me of one that I know is not reminded me of one that I know is not there I'm good friends with these guys there I'm good friends with these guys there I'm good friends with these guys um year Po and Ariel Stern uh AA was a um year Po and Ariel Stern uh AA was a um year Po and Ariel Stern uh AA was a Israeli iot platform company and I'm Israeli iot platform company and I'm Israeli iot platform company and I'm good friends with those guys and we talk good friends with those guys and we talk good friends with those guys and we talk all the time and it just reminded me I all the time and it just reminded me I all the time and it just reminded me I don't know if I ever showed you this don't know if I ever showed you this don't know if I ever showed you this picture um this is this is from you know picture um this is this is from you know picture um this is this is from you know maybe a month ago or whatever but you maybe a month ago or whatever but you maybe a month ago or whatever but you know some iot companies or other know some iot companies or other know some iot companies or other companies in Israel had to shut down or companies in Israel had to shut down or companies in Israel had to shut down or pause pause pause and go on active duty these are the and go on active duty these are the and go on active duty these are the executives and CTO and now they' got a executives and CTO and now they' got a executives and CTO and now they' got a rifle yeah it's interesting uh I had I rifle yeah it's interesting uh I had I rifle yeah it's interesting uh I had I met with uh Gilly uh from the Sony VP of met with uh Gilly uh from the Sony VP of met with uh Gilly uh from the Sony VP of sales and BD for Sony semiconductor and sales and BD for Sony semiconductor and sales and BD for Sony semiconductor and she's in Israel and uh they have done a she's in Israel and uh they have done a she's in Israel and uh they have done a really great job of balancing the people really great job of balancing the people really great job of balancing the people that are in the IDF and which ones are that are in the IDF and which ones are that are in the IDF and which ones are working and so she says yes it's been a working and so she says yes it's been a working and so she says yes it's been a challenge but they you know it's a it's challenge but they you know it's a it's challenge but they you know it's a it's a different commitment right and so M a different commitment right and so M a different commitment right and so M was there I talked to the monado guys was there I talked to the monado guys was there I talked to the monado guys and they're in the same boat I mean and they're in the same boat I mean and they're in the same boat I mean there's some you know there some there's some you know there some there's some you know there some percentage of their staff that's yeah

percentage of their staff that's yeah percentage of their staff that's yeah you know in the IDF and they have to De you know in the IDF and they have to De you know in the IDF and they have to De with it so speak of uh International with it so speak of uh International with it so speak of uh International things I mean as CES maybe is losing things I mean as CES maybe is losing things I mean as CES maybe is losing some of its focus and luster I think some of its focus and luster I think some of its focus and luster I think Davos behind me you know qualcomm's Davos behind me you know qualcomm's Davos behind me you know qualcomm's there Intel's there Tech has become very there Intel's there Tech has become very there Intel's there Tech has become very geopolitical right Tech is geopolitical geopolitical right Tech is geopolitical geopolitical right Tech is geopolitical every tech company needs a geopolitics every tech company needs a geopolitics every tech company needs a geopolitics strategy and I think there's more and strategy and I think there's more and strategy and I think there's more and more people going to Davos from The Tech more people going to Davos from The Tech more people going to Davos from The Tech Community I mean Sati is there of course Community I mean Sati is there of course Community I mean Sati is there of course and Microsoft always sends a contingent and Microsoft always sends a contingent and Microsoft always sends a contingent it you know Tech is a geopolitical issue it you know Tech is a geopolitical issue it you know Tech is a geopolitical issue these days and such an economic driver I these days and such an economic driver I these days and such an economic driver I think Davos is becoming kind of the new think Davos is becoming kind of the new think Davos is becoming kind of the new the new CES maybe not not as junky you the new CES maybe not not as junky you the new CES maybe not not as junky you just heard it here folks Davos is the just heard it here folks Davos is the just heard it here folks Davos is the new CES of course but remember if you new CES of course but remember if you new CES of course but remember if you read you know I'm sure everybody's read you know I'm sure everybody's read you know I'm sure everybody's plugged in with all your friends and plugged in with all your friends and plugged in with all your friends and everything over there at Davos but the everything over there at Davos but the everything over there at Davos but the theme this year for Davos is winning theme this year for Davos is winning theme this year for Davos is winning back back back trust could really it is it is and it's trust could really it is it is and it's trust could really it is it is and it's a whole lot of extra people are like a whole lot of extra people are like a whole lot of extra people are like ready to throw Davos off a cliff and say ready to throw Davos off a cliff and say ready to throw Davos off a cliff and say we're done with these guys it's it's we're done with these guys it's it's we're done with these guys it's it's interesting like you know obviously our interesting like you know obviously our interesting like you know obviously our dear friend Rick Bola loves to make all dear friend Rick Bola loves to make all dear friend Rick Bola loves to make all kinds of fun posts about the douche kinds of fun posts about the douche kinds of fun posts about the douche bagery happening at Davos with oh yeah bagery happening at Davos with oh yeah bagery happening at Davos with oh yeah well it's hard I mean it is it is a s well it's hard I mean it is it is a s well it's hard I mean it is it is a s such a Hyper Elite yeah you know such a Hyper Elite yeah you know such a Hyper Elite yeah you know conference it's it's the inverse of CES conference it's it's the inverse of CES conference it's it's the inverse of CES frankly well the only one that can frankly well the only one that can frankly well the only one that can afford to go is Rob he's the only one afford to go is Rob he's the only one afford to go is Rob he's the only one with the expense account that can go and with the expense account that can go and with the expense account that can go and afford to go to there so there you go

afford to go to there so there you go afford to go to there so there you go yeah so but yeah Davos is you know I yeah so but yeah Davos is you know I yeah so but yeah Davos is you know I think there's a lot more geopolitical think there's a lot more geopolitical think there's a lot more geopolitical things happening with tech and I think things happening with tech and I think things happening with tech and I think companies are uh the Smart Ones are companies are uh the Smart Ones are companies are uh the Smart Ones are figuring out their geopolitical strategy figuring out their geopolitical strategy figuring out their geopolitical strategy even if it's just a matter of like do I even if it's just a matter of like do I even if it's just a matter of like do I ship into China or not or where do I ship into China or not or where do I ship into China or not or where do I Source from everybody has to have a Source from everybody has to have a Source from everybody has to have a geopolitical strategy these days where geopolitical strategy these days where geopolitical strategy these days where you know which you'd argue a few years you know which you'd argue a few years you know which you'd argue a few years ago was like what geopolitic whenever I ago was like what geopolitic whenever I ago was like what geopolitic whenever I used to write papers and stuff we'd used to write papers and stuff we'd used to write papers and stuff we'd always have a Geo geopo section at the always have a Geo geopo section at the always have a Geo geopo section at the end and we're like What do we we put in end and we're like What do we we put in end and we're like What do we we put in here like I don't know some now it's here like I don't know some now it's here like I don't know some now it's like let's put that first you know okay like let's put that first you know okay like let's put that first you know okay this is a big deal um and the rest of it this is a big deal um and the rest of it this is a big deal um and the rest of it is yeah it's it's kind of commentary so is yeah it's it's kind of commentary so is yeah it's it's kind of commentary so I think things like Davos and other you I think things like Davos and other you I think things like Davos and other you know things outside the US that you know know things outside the US that you know know things outside the US that you know Tech diplomacy is a hot issue right now Tech diplomacy is a hot issue right now Tech diplomacy is a hot issue right now uh I'm an adviser at the crack Institute uh I'm an adviser at the crack Institute uh I'm an adviser at the crack Institute of uh Tech diplomacy and it's all the of uh Tech diplomacy and it's all the of uh Tech diplomacy and it's all the intersection of government policy and intersection of government policy and intersection of government policy and technology and look at the chips act I technology and look at the chips act I technology and look at the chips act I mean look at all this stuff going on mean look at all this stuff going on mean look at all this stuff going on there's so many politicians and money there's so many politicians and money there's so many politicians and money frankly and policy affecting frankly and policy affecting frankly and policy affecting semiconductors and who builds what where semiconductors and who builds what where semiconductors and who builds what where and who can ship where that wasn't a and who can ship where that wasn't a and who can ship where that wasn't a factor years ago well if you look you factor years ago well if you look you factor years ago well if you look you know I was looking I had a meeting with know I was looking I had a meeting with know I was looking I had a meeting with quick tell last week at the show and to quick tell last week at the show and to quick tell last week at the show and to their event and you look at Friday their event and you look at Friday their event and you look at Friday before Norbert the president CEO had before Norbert the president CEO had before Norbert the president CEO had that press release about going after that press release about going after that press release about going after governmental scenarios and then he's got governmental scenarios and then he's got governmental scenarios and then he's got a booth a monster booth and you know a booth a monster booth and you know a booth a monster booth and you know that was the Talk of the Town I mean that was the Talk of the Town I mean that was the Talk of the Town I mean it's like wait a second you know so talk

it's like wait a second you know so talk it's like wait a second you know so talk about geopolitical it's like do I buy a about geopolitical it's like do I buy a about geopolitical it's like do I buy a Chinese module or not exactly exactly Chinese module or not exactly exactly Chinese module or not exactly exactly there's risk so you know all that stuff there's risk so you know all that stuff there's risk so you know all that stuff needs to get sorted the next big thing needs to get sorted the next big thing needs to get sorted the next big thing that'll get sorted which is a whole that'll get sorted which is a whole that'll get sorted which is a whole other discussion and if you haven't read other discussion and if you haven't read other discussion and if you haven't read the coming wave actually let me get the the coming wave actually let me get the the coming wave actually let me get the book but will by by Mustafa sulaman uh I book but will by by Mustafa sulaman uh I book but will by by Mustafa sulaman uh I encourage everyone who's listening to encourage everyone who's listening to encourage everyone who's listening to this show to read it uh because when you this show to read it uh because when you this show to read it uh because when you look at AI you know he talks about the look at AI you know he talks about the look at AI you know he talks about the containment of AI which doesn't really containment of AI which doesn't really containment of AI which doesn't really mean like put it in a box and not use it mean like put it in a box and not use it mean like put it in a box and not use it but it means like yeah there you go the but it means like yeah there you go the but it means like yeah there you go the coming wave um you think about coming wave um you think about coming wave um you think about policies uh and Regulatory things around policies uh and Regulatory things around policies uh and Regulatory things around AI of which we have none and you know so AI of which we have none and you know so AI of which we have none and you know so auditing transparency you know anything auditing transparency you know anything auditing transparency you know anything that we've done in the past with like that we've done in the past with like that we've done in the past with like chemical weapons and nuclear weapons and chemical weapons and nuclear weapons and chemical weapons and nuclear weapons and anything like that biological research anything like that biological research anything like that biological research there's always been there's always been there's always been like transparency and communication and like transparency and communication and like transparency and communication and norms and policies with AI we have none norms and policies with AI we have none norms and policies with AI we have none of that when I saw the vone Microsoft of that when I saw the vone Microsoft of that when I saw the vone Microsoft announcement this week there was announcement this week there was announcement this week there was literally one sentence in there saying literally one sentence in there saying literally one sentence in there saying and we will use ethical principles like and we will use ethical principles like and we will use ethical principles like oh okay you've dedicated like four words oh okay you've dedicated like four words oh okay you've dedicated like four words in your press release to that I'll leave in your press release to that I'll leave in your press release to that I'll leave it up to Microsoft and vone to figure it up to Microsoft and vone to figure it up to Microsoft and vone to figure out how to use AI ethically I'm totally out how to use AI ethically I'm totally out how to use AI ethically I'm totally comfortable with that yeah so like comfortable with that yeah so like comfortable with that yeah so like that's the whole that's the next that's the whole that's the next that's the whole that's the next conference w is like how do we get conference w is like how do we get conference w is like how do we get together and talk about AI in a much together and talk about AI in a much together and talk about AI in a much more responsible way even started you go

more responsible way even started you go more responsible way even started you go let's just say there is a conference let's just say there is a conference let's just say there is a conference what's going to be the results of that what's going to be the results of that what's going to be the results of that conference right so one thing that BS us conference right so one thing that BS us conference right so one thing that BS us you know in a conference or talk about you know in a conference or talk about you know in a conference or talk about it on Capitol Hill but without any kind it on Capitol Hill but without any kind it on Capitol Hill but without any kind of substance behind it I we have no of substance behind it I we have no of substance behind it I we have no direction right well it needs to be some direction right well it needs to be some direction right well it needs to be some someone like the EU will come in and someone like the EU will come in and someone like the EU will come in and start to lay down the law as they always start to lay down the law as they always start to lay down the law as they always do do do the US will lag far far behind um and the US will lag far far behind um and the US will lag far far behind um and and we can't leave it to private and we can't leave it to private and we can't leave it to private companies like Google and Microsoft to companies like Google and Microsoft to companies like Google and Microsoft to just sort of do ethical things and just just sort of do ethical things and just just sort of do ethical things and just like we'll just kind of hang back and like we'll just kind of hang back and like we'll just kind of hang back and subcribed Inter you it's interesting you subcribed Inter you it's interesting you subcribed Inter you it's interesting you mentioned that because I'm actually I'm mentioned that because I'm actually I'm mentioned that because I'm actually I'm I'm I'm doing p t I'm doing a talk at at I'm I'm doing p t I'm doing a talk at at I'm I'm doing p t I'm doing a talk at at a hacker conference in Finland next a hacker conference in Finland next a hacker conference in Finland next month on actually Ai and potential month on actually Ai and potential month on actually Ai and potential impact on democracy and and social impact on democracy and and social impact on democracy and and social justice and what I'm actually I'm justice and what I'm actually I'm justice and what I'm actually I'm thinking is H thinking is H thinking is H you know I don't think regulations are you know I don't think regulations are you know I don't think regulations are going to work because it is a much more going to work because it is a much more going to work because it is a much more fundamental construct especially in our fundamental construct especially in our fundamental construct especially in our democracies I think it's constitutional democracies I think it's constitutional democracies I think it's constitutional level because we're talking about level because we're talking about level because we're talking about entities that are not non-human that entities that are not non-human that entities that are not non-human that going to have a very profound impact so going to have a very profound impact so going to have a very profound impact so if we just treat that at regulation and if we just treat that at regulation and if we just treat that at regulation and laws we'll go around the regulation and laws we'll go around the regulation and laws we'll go around the regulation and the laws it has to be much much more the laws it has to be much much more the laws it has to be much much more profound yeah no I agree I it's not profound yeah no I agree I it's not profound yeah no I agree I it's not sufficient I mean I would say there sufficient I mean I would say there sufficient I mean I would say there there should be some regulatory there should be some regulatory there should be some regulatory Frameworks oh there should be but it's Frameworks oh there should be but it's Frameworks oh there should be but it's also about you know yeah like there are also about you know yeah like there are also about you know yeah like there are norms that are agreed to among nations norms that are agreed to among nations norms that are agreed to among nations around you know transparency and around you know transparency and around you know transparency and auditing and you know other things that

auditing and you know other things that auditing and you know other things that you know that need to be agreed to and you know that need to be agreed to and you know that need to be agreed to and it's not just laws it's it's yeah but it's not just laws it's it's yeah but it's not just laws it's it's yeah but give it give but Pete what give us an give it give but Pete what give us an give it give but Pete what give us an example of one that has worked over the example of one that has worked over the example of one that has worked over the last five last five last five years well I mean if you look at other years well I mean if you look at other years well I mean if you look at other industry other Technologies deadly industry other Technologies deadly industry other Technologies deadly dangerous Technologies like chemical dangerous Technologies like chemical dangerous Technologies like chemical weapons uh is good example where there's weapons uh is good example where there's weapons uh is good example where there's a lot of um cross you know around the a lot of um cross you know around the a lot of um cross you know around the world there now of course you're always world there now of course you're always world there now of course you're always going to have Rogue activity uh always going to have Rogue activity uh always going to have Rogue activity uh always for everything but you know if you look for everything but you know if you look for everything but you know if you look at chemical weapons there's been at chemical weapons there's been at chemical weapons there's been agreements for many years about what can agreements for many years about what can agreements for many years about what can and can be done and you know where it and can be done and you know where it and can be done and you know where it can be stored and how that can be can be stored and how that can be can be stored and how that can be inspected you look at the um atomic inspected you look at the um atomic inspected you look at the um atomic energy uh you know nuclear inspections energy uh you know nuclear inspections energy uh you know nuclear inspections the AA and things like that there's the AA and things like that there's the AA and things like that there's Norms around the ability to inspect Norms around the ability to inspect Norms around the ability to inspect nuclear sites and he gets enrich uranium nuclear sites and he gets enrich uranium nuclear sites and he gets enrich uranium and you can can track and Trace the and you can can track and Trace the and you can can track and Trace the equipment that's used uh you know equipment that's used uh you know equipment that's used uh you know there's no tracking and tracing of there's no tracking and tracing of there's no tracking and tracing of anything these days having to do with AI anything these days having to do with AI anything these days having to do with AI there's nothing you you know you can buy there's nothing you you know you can buy there's nothing you you know you can buy it on the open market and just crank it on the open market and just crank it on the open market and just crank away and you know that's true but you away and you know that's true but you away and you know that's true but you you can still argue about the efficiency you can still argue about the efficiency you can still argue about the efficiency of all that I mean I don't want to be of all that I mean I don't want to be of all that I mean I don't want to be the sure I mean it's not it's never 100% the sure I mean it's not it's never 100% the sure I mean it's not it's never 100% it's like more how do you mitigate risk it's like more how do you mitigate risk it's like more how do you mitigate risk you know of this stuff getting out of you know of this stuff getting out of you know of this stuff getting out of control by putting some Norms in there control by putting some Norms in there control by putting some Norms in there but anyway I I just feel like it's it's but anyway I I just feel like it's it's but anyway I I just feel like it's it's just leaving it to like a few than a just leaving it to like a few than a just leaving it to like a few than a press release from a hyperscaler feels press release from a hyperscaler feels press release from a hyperscaler feels to me like so underwhelm you're totally to me like so underwhelm you're totally to me like so underwhelm you're totally you're totally right about that and and you're totally right about that and and you're totally right about that and and maybe to some extent it could be a could maybe to some extent it could be a could maybe to some extent it could be a could be a test for for say the future of

be a test for for say the future of be a test for for say the future of humanity because if you look at the humanity because if you look at the humanity because if you look at the efficiency of you know things like efficiency of you know things like efficiency of you know things like United Nations at this point track United Nations at this point track United Nations at this point track record is pretty po so maybe the AI record is pretty po so maybe the AI record is pretty po so maybe the AI crisis could be because I think they're crisis could be because I think they're crisis could be because I think they're going to be an AI crisis could be kind going to be an AI crisis could be kind going to be an AI crisis could be kind of what does that mean what does that of what does that mean what does that of what does that mean what does that mean nitri what do you mean by a crisis mean nitri what do you mean by a crisis mean nitri what do you mean by a crisis impact on people's life control impact on people's life control impact on people's life control Corporation as you said that's why I Corporation as you said that's why I Corporation as you said that's why I said you know I was saying earlier I I'm said you know I was saying earlier I I'm said you know I was saying earlier I I'm pretty sure that there's a number of pretty sure that there's a number of pretty sure that there's a number of corporation that do not want that corporation that do not want that corporation that do not want that consumer understand how AI is using consumer understand how AI is using consumer understand how AI is using their product I mean look at look at the their product I mean look at look at the their product I mean look at look at the way we still re on freaking advertising way we still re on freaking advertising way we still re on freaking advertising in this country I mean I I reset my in this country I mean I I reset my in this country I mean I I reset my stereo over the the the the the the the stereo over the the the the the the the stereo over the the the the the the the winter break and I now I have xinity winter break and I now I have xinity winter break and I now I have xinity again so I'm watching those xinity again so I'm watching those xinity again so I'm watching those xinity channels say it's still there so now channels say it's still there so now channels say it's still there so now imagine the impact that AI is going to imagine the impact that AI is going to imagine the impact that AI is going to have on how we target people and force have on how we target people and force have on how we target people and force them to buy some stuff I mean with no them to buy some stuff I mean with no them to buy some stuff I mean with no recation or three words in an recation or three words in an recation or three words in an announcement as as a Pete was saying I announcement as as a Pete was saying I announcement as as a Pete was saying I mean there going to be a crisis around mean there going to be a crisis around mean there going to be a crisis around that some point I don't believe are good that some point I don't believe are good that some point I don't believe are good I think it definitely will corrode trust I think it definitely will corrode trust I think it definitely will corrode trust it'll it'll be difficult to escape the it'll it'll be difficult to escape the it'll it'll be difficult to escape the commercialism of it privacy issues uh of commercialism of it privacy issues uh of commercialism of it privacy issues uh of course employment impact you know I mean course employment impact you know I mean course employment impact you know I mean there's just a lot of stuff and uh right there's just a lot of stuff and uh right there's just a lot of stuff and uh right now it's all very you know corporations now it's all very you know corporations now it's all very you know corporations are their their job is to make money to are their their job is to make money to are their their job is to make money to shareholders that's who they're shareholders that's who they're shareholders that's who they're beholding to and if push comes to shove beholding to and if push comes to shove beholding to and if push comes to shove as we've seen companies will happy as we've seen companies will happy as we've seen companies will happy happily lay off and do all kinds of happily lay off and do all kinds of happily lay off and do all kinds of things uh to negatively impact humans as

things uh to negatively impact humans as things uh to negatively impact humans as long as it positively benefits their long as it positively benefits their long as it positively benefits their bottom line so that's just kind of a bottom line so that's just kind of a bottom line so that's just kind of a proven fact and so when it comes to AI proven fact and so when it comes to AI proven fact and so when it comes to AI we have to have a better framework we have to have a better framework we have to have a better framework public private Partnerships for that public private Partnerships for that public private Partnerships for that framework rather than just hyperscalers framework rather than just hyperscalers framework rather than just hyperscalers you know doing pressure releases but and you know doing pressure releases but and you know doing pressure releases but and that's why I was saying to me it's that's why I was saying to me it's that's why I was saying to me it's really constitutional level because and really constitutional level because and really constitutional level because and I think we touch on that in this show I think we touch on that in this show I think we touch on that in this show the previous episodes but I think we the previous episodes but I think we the previous episodes but I think we actually have to change the way we actually have to change the way we actually have to change the way we Define Enterprises just defining Define Enterprises just defining Define Enterprises just defining Enterprises as you know increase revenue Enterprises as you know increase revenue Enterprises as you know increase revenue and decreased cost is not going to be and decreased cost is not going to be and decreased cost is not going to be functional anymore in the future it's functional anymore in the future it's functional anymore in the future it's not enough you have to have a foundation not enough you have to have a foundation not enough you have to have a foundation of but you should not screw up the of but you should not screw up the of but you should not screw up the environment and you should not blah blah environment and you should not blah blah environment and you should not blah blah blah there should be a better framework blah there should be a better framework blah there should be a better framework yeah it's like the Corp I think there's yeah it's like the Corp I think there's yeah it's like the Corp I think there's a some different types of Corps you know a some different types of Corps you know a some different types of Corps you know that have in their Charters different that have in their Charters different that have in their Charters different kind of you know things and actually kind of you know things and actually kind of you know things and actually there's a big growth of B Corps in the there's a big growth of B Corps in the there's a big growth of B Corps in the US um yeah but yeah I would say homework US um yeah but yeah I would say homework US um yeah but yeah I would say homework for all listeners is read read the book for all listeners is read read the book for all listeners is read read the book um don't despair we'll figure this um don't despair we'll figure this um don't despair we'll figure this out it's a hot topic for listeners is out it's a hot topic for listeners is out it's a hot topic for listeners is actually to to think about those actually to to think about those actually to to think about those problems and talk to their policy maker problems and talk to their policy maker problems and talk to their policy maker because at the end of day you will come because at the end of day you will come because at the end of day you will come from policy makers so but nobody talks from policy makers so but nobody talks from policy makers so but nobody talks about it it will it will never change about it it will it will never change about it it will it will never change because the problem was always Charters because the problem was always Charters because the problem was always Charters is I mean is I mean is I mean I I I mean we have we have one we have one of mean we have we have one we have one of mean we have we have one we have one of the seven members of the permanent City the seven members of the permanent City the seven members of the permanent City the United Nation that doesn't follow the United Nation that doesn't follow the United Nation that doesn't follow the charter at this point so my trust in the charter at this point so my trust in the charter at this point so my trust in the human systems you know it's things

the human systems you know it's things the human systems you know it's things GNA have to change I but also I'm also GNA have to change I but also I'm also GNA have to change I but also I'm also concerned about the age of the policy concerned about the age of the policy concerned about the age of the policy makers and their knowledge of this stuff makers and their knowledge of this stuff makers and their knowledge of this stuff so we have policy makers that are my age so we have policy makers that are my age so we have policy makers that are my age that don't know about it and we're that don't know about it and we're that don't know about it and we're making rules we need to elect elect some making rules we need to elect elect some making rules we need to elect elect some new ones and you know time will take new ones and you know time will take new ones and you know time will take care of the really old policy makers I care of the really old policy makers I care of the really old policy makers I have a feeling are you saying we have a feeling are you saying we have a feeling are you saying we all we all come on I'm the C I'm the one all we all come on I'm the C I'm the one all we all come on I'm the C I'm the one with the aorp card in Medicare on this with the aorp card in Medicare on this with the aorp card in Medicare on this on this video screen okay so I'm not far on this video screen okay so I'm not far on this video screen okay so I'm not far from that my friends I have three I have from that my friends I have three I have from that my friends I have three I have three words for you guys Just For three words for you guys Just For three words for you guys Just For Men there you go yeah I like that's Men there you go yeah I like that's Men there you go yeah I like that's gonna helpot crazy stuff going on out there helpot crazy stuff going on out there 2024 is going to be interesting year as 2024 is going to be interesting year as 2024 is going to be interesting year as we it is totally agree with you totally we it is totally agree with you totally we it is totally agree with you totally about differentiating Enterprises or about differentiating Enterprises or about differentiating Enterprises or whatever and we're talking about AI whatever and we're talking about AI whatever and we're talking about AI everybody in their dog over the last everybody in their dog over the last everybody in their dog over the last year somehow became an expert in Ai and year somehow became an expert in Ai and year somehow became an expert in Ai and when they think of AI they're thinking when they think of AI they're thinking when they think of AI they're thinking of chat GPT and large language models of chat GPT and large language models of chat GPT and large language models yes that being said there's this other yes that being said there's this other yes that being said there's this other AI stuff machine learning stuff that we AI stuff machine learning stuff that we AI stuff machine learning stuff that we also do and have been also do and have been also do and have been doing that potentially drives more value doing that potentially drives more value doing that potentially drives more value for companies than and that's too hot for companies than and that's too hot for companies than and that's too hot stuff you know chat GPT is not stuff you know chat GPT is not stuff you know chat GPT is not monitoring my big machine in a factory monitoring my big machine in a factory monitoring my big machine in a factory to DET when it's going to fail to DET when it's going to fail to DET when it's going to fail preventive preventive maintenance to preventive preventive maintenance to preventive preventive maintenance to Telemetry for preventive maintenance

Telemetry for preventive maintenance Telemetry for preventive maintenance yeah and anomaly protection and uh yeah and anomaly protection and uh yeah and anomaly protection and uh vision and uh yeah that's stuff that's vision and uh yeah that's stuff that's vision and uh yeah that's stuff that's different than this and all of a sudden different than this and all of a sudden different than this and all of a sudden all these these CU there's so many all these these CU there's so many all these these CU there's so many experts all of a sudden I guarantee you experts all of a sudden I guarantee you experts all of a sudden I guarantee you none of these peoples are experts at none of these peoples are experts at none of these peoples are experts at this very specific stuff on machines and this very specific stuff on machines and this very specific stuff on machines and computer vision and deep learning uh computer vision and deep learning uh computer vision and deep learning uh yeah for your business for machines for yeah for your business for machines for yeah for your business for machines for uptime for all that kind of stuff yeah uptime for all that kind of stuff yeah uptime for all that kind of stuff yeah that is a different world alog together that is a different world alog together that is a different world alog together that I don't want to say it's been that I don't want to say it's been that I don't want to say it's been forgotten because of the glaring forgotten because of the glaring forgotten because of the glaring brightness of chat gbt but it kind of brightness of chat gbt but it kind of brightness of chat gbt but it kind of has and it's like as far as real value has and it's like as far as real value has and it's like as far as real value for companies that's where the real it's for companies that's where the real it's for companies that's where the real it's critical for I mean it is a critical for I mean it is a critical for I mean it is a critical uh factor for iot and Edge critical uh factor for iot and Edge critical uh factor for iot and Edge deployments is the use of AI and kind of deployments is the use of AI and kind of deployments is the use of AI and kind of gets lost in the shuffle when you're gets lost in the shuffle when you're gets lost in the shuffle when you're making cat poems and other kind of yeah making cat poems and other kind of yeah making cat poems and other kind of yeah pictures also Rob I was wondering if you pictures also Rob I was wondering if you pictures also Rob I was wondering if you should just go down to the Boeing plant should just go down to the Boeing plant should just go down to the Boeing plant and start to figure out how to use AI to and start to figure out how to use AI to and start to figure out how to use AI to prevent Bolts from coming off of doors prevent Bolts from coming off of doors prevent Bolts from coming off of doors in the middle of the air yeah that's in the middle of the air yeah that's in the middle of the air yeah that's visual inspection AI visual INSP a sad visual inspection AI visual INSP a sad visual inspection AI visual INSP a sad State of State of State of Affairs we know the answer to that Affairs we know the answer to that Affairs we know the answer to that problem is related to the previous one problem is related to the previous one problem is related to the previous one more money less cost I mean Boeing went more money less cost I mean Boeing went more money less cost I mean Boeing went from being an engineering company from being an engineering company from being an engineering company focused on to with theas that being said it's about three theas that being said it's about three 3,000 times more dangerous to drive to 3,000 times more dangerous to drive to 3,000 times more dangerous to drive to the airport than to fly in that plane so the airport than to fly in that plane so the airport than to fly in that plane so yeah that's true that's true you're yeah that's true that's true you're yeah that's true that's true you're right there's lot you

right there's lot you right there's lot you know last big merger and acquisition we know last big merger and acquisition we know last big merger and acquisition we had was Boeing you know pulling in had was Boeing you know pulling in had was Boeing you know pulling in McDonald Douglas however many years ago McDonald Douglas however many years ago McDonald Douglas however many years ago and lots has been prior to this stuff and lots has been prior to this stuff and lots has been prior to this stuff going on and obviously when you start going on and obviously when you start going on and obviously when you start having planes disappear over Malaysia having planes disappear over Malaysia having planes disappear over Malaysia and all that a lot has been written and all that a lot has been written and all that a lot has been written about to your point how Boeing had an about to your point how Boeing had an about to your point how Boeing had an engineering culture and then after the engineering culture and then after the engineering culture and then after the McDonald Douglas merger it started to McDonald Douglas merger it started to McDonald Douglas merger it started to become a more of a business money become a more of a business money become a more of a business money culture yeah and they kind of lost their culture yeah and they kind of lost their culture yeah and they kind of lost their way a way a way a bit I flew dc10 when I was a teenager bit I flew dc10 when I was a teenager bit I flew dc10 when I was a teenager because the the French company was because the the French company was because the the French company was flying from France to new cedonia was flying from France to new cedonia was flying from France to new cedonia was only on dc10 so those famous for losing only on dc10 so those famous for losing only on dc10 so those famous for losing the back door although you think about the back door although you think about the back door although you think about interestingly you're talking about AI interestingly you're talking about AI interestingly you're talking about AI one of the interesting things I would one of the interesting things I would one of the interesting things I would compare Ai and Aerospace the Aerospace compare Ai and Aerospace the Aerospace compare Ai and Aerospace the Aerospace culture uh has been a culture of safety culture uh has been a culture of safety culture uh has been a culture of safety you know and and you know and and you know and and redundancy and and we don't have that redundancy and and we don't have that redundancy and and we don't have that culture in AI right now right we have a culture in AI right now right we have a culture in AI right now right we have a culture in AI of like ship it you know culture in AI of like ship it you know culture in AI of like ship it you know yes um and so how do we get that yes um and so how do we get that yes um and so how do we get that Aerospace safety reliability and Aerospace safety reliability and Aerospace safety reliability and redundancy culture and checks and redundancy culture and checks and redundancy culture and checks and balances into the AI industry that balances into the AI industry that balances into the AI industry that that's one of the things we need to do that's one of the things we need to do that's one of the things we need to do that's a great that's a great that's a great Point have a day all right yeah I gotta Point have a day all right yeah I gotta Point have a day all right yeah I gotta jump too okay everybody we'll see you on jump too okay everybody we'll see you on jump too okay everybody we'll see you on the other side Davos thanks for joining the other side Davos thanks for joining the other side Davos thanks for joining us yes we're live from us yes we're live from us yes we're live from Davos bye everybody Kos report next week