IoT Coffee Talk: Episode 224 - Is Public Cloud Dead?

yeah right awesome wow welcome welcome yeah right awesome wow welcome welcome welcome welcome everybody to I who plays welcome welcome everybody to I who plays welcome welcome everybody to I who plays the guitar yeah well gosh you know it's the guitar yeah well gosh you know it's the guitar yeah well gosh you know it's interesting you have bunch of guitars I interesting you have bunch of guitars I interesting you have bunch of guitars I am actually in Massachusetts right now am actually in Massachusetts right now am actually in Massachusetts right now without guitar so okay let's just let's cut let stop so okay let's just let's cut let stop this yeah we should pay have a good day this yeah we should pay have a good day this yeah we should pay have a good day by skip the week we'll do it next week by skip the week we'll do it next week by skip the week we'll do it next week pay something for next week because pay something for next week because pay something for next week because they're coming back okay you know if you they're coming back okay you know if you they're coming back okay you know if you remember way back at the dawn of time remember way back at the dawn of time remember way back at the dawn of time when the dinosaurs were here the early when the dinosaurs were here the early when the dinosaurs were here the early there you go we didn't have guitar we there you go we didn't have guitar we there you go we didn't have guitar we didn't have like a music didn't have like a music didn't have like a music introduction in the earlier days of introduction in the earlier days of introduction in the earlier days of coffee talk we just kind of got going coffee talk we just kind of got going coffee talk we just kind of got going that's right I'm trying to remember when that's right I'm trying to remember when that's right I'm trying to remember when we started I think it was a real casual we started I think it was a real casual we started I think it was a real casual thing you know I think it was just thing you know I think it was just thing you know I think it was just Leonard's like oh let me try doing this Leonard's like oh let me try doing this Leonard's like oh let me try doing this you know and then we acted very silly you know and then we acted very silly you know and then we acted very silly and did some karaoke and yeah and you and did some karaoke and yeah and you and did some karaoke and yeah and you know kind of a throwback this is a know kind of a throwback this is a know kind of a throwback this is a classic iot Cofe talk classic yes classic iot Cofe talk classic yes classic iot Cofe talk classic yes exactly yes exactly yes exactly yes Alum what was it was It MTV or what was Alum what was it was It MTV or what was Alum what was it was It MTV or what was the other one that's not MTV it was also the other one that's not MTV it was also the other one that's not MTV it was also in New York um VH1 VH1 VH1 yeah remember in New York um VH1 VH1 VH1 yeah remember in New York um VH1 VH1 VH1 yeah remember they do like behind the music and stuff they do like behind the music and stuff they do like behind the music and stuff like that yeah yeah of course yeah yeah like that yeah yeah of course yeah yeah like that yeah yeah of course yeah yeah love love love those you know find all the scoop about those you know find all the scoop about those you know find all the scoop about the bands and stuff like that that's the bands and stuff like that that's the bands and stuff like that that's right the real right the real right the real deal copy talk behind the music it's

deal copy talk behind the music it's deal copy talk behind the music it's called it's called Tik Tok nowadays oh called it's called Tik Tok nowadays oh called it's called Tik Tok nowadays oh oh yes that's what it's called work for oh yes that's what it's called work for oh yes that's what it's called work for Content yeah you know my cousin Jenny Content yeah you know my cousin Jenny Content yeah you know my cousin Jenny worked at VH1 for a while because she worked at VH1 for a while because she worked at VH1 for a while because she went to school at Barnard and so she got went to school at Barnard and so she got went to school at Barnard and so she got to know a bunch of people who were there to know a bunch of people who were there to know a bunch of people who were there and she worked for a while was a line and she worked for a while was a line and she worked for a while was a line producer for they had a show called the producer for they had a show called the producer for they had a show called the best week ever on VH1 um and so they best week ever on VH1 um and so they best week ever on VH1 um and so they would do some crazy 80s or whatever '90s would do some crazy 80s or whatever '90s would do some crazy 80s or whatever '90s silliness but then she went on to do silliness but then she went on to do silliness but then she went on to do production for all those best Housewives production for all those best Housewives production for all those best Housewives of of of whatever whatever whatever shows why not yeah yeah shows why not yeah yeah shows why not yeah yeah yeah absolutely how's it going Bill yeah absolutely how's it going Bill yeah absolutely how's it going Bill what's up fellas all right so today in what's up fellas all right so today in what's up fellas all right so today in case you don't know but you probably do case you don't know but you probably do case you don't know but you probably do today is officially Nvidia today is officially Nvidia today is officially Nvidia day day day again but but yes so inia you know again but but yes so inia you know again but but yes so inia you know they're going to release their they're going to release their they're going to release their earnings after the market closes earnings after the market closes earnings after the market closes and you know they the takeaway they need and you know they the takeaway they need and you know they the takeaway they need to they need to beat their earnings and to they need to beat their earnings and to they need to beat their earnings and show you know growth they they're you show you know growth they they're you show you know growth they they're you know they need to forecast a raise for know they need to forecast a raise for know they need to forecast a raise for the rest of the year and if that happens the rest of the year and if that happens the rest of the year and if that happens we're all going to be we're all going to be we're all going to be billionaires but but if it doesn't billionaires but but if it doesn't billionaires but but if it doesn't happen if they miss or if they beat but happen if they miss or if they beat but happen if they miss or if they beat but they don't do a raise all of society is they don't do a raise all of society is they don't do a raise all of society is going to

going to going to collapse and I know that seems a little collapse and I know that seems a little collapse and I know that seems a little crazy and it would you would you be crazy and it would you would you be crazy and it would you would you be surprised to know what percentage of surprised to know what percentage of surprised to know what percentage of people in the world have Nvidia stock people in the world have Nvidia stock people in the world have Nvidia stock right now that they are long Nvidia and right now that they are long Nvidia and right now that they are long Nvidia and they're betting their whole future on they're betting their whole future on they're betting their whole future on Nvidia stock it's a lot of Nvidia stock it's a lot of Nvidia stock it's a lot of people um well it's a huge percentage of people um well it's a huge percentage of people um well it's a huge percentage of the if you look at the percentage gain the if you look at the percentage gain the if you look at the percentage gain of the market overall a huge percentage of the market overall a huge percentage of the market overall a huge percentage of it I don't it's like a third or of it I don't it's like a third or of it I don't it's like a third or whatever some big number is NVIDIA yeah whatever some big number is NVIDIA yeah whatever some big number is NVIDIA yeah just Nvidia yeah so yeah it's obviously just Nvidia yeah so yeah it's obviously just Nvidia yeah so yeah it's obviously a big part of everyone's 401 K and a big part of everyone's 401 K and a big part of everyone's 401 K and retirement savings and all that stuff retirement savings and all that stuff retirement savings and all that stuff but you know I don't think we're any but you know I don't think we're any but you know I don't think we're any anywhere close to any a we're not close anywhere close to any a we're not close anywhere close to any a we're not close to any AI bubble bursting thing or to any AI bubble bursting thing or to any AI bubble bursting thing or anything so I think I anything so I think I anything so I think I think it's probably the right time to to think it's probably the right time to to think it's probably the right time to to to do the reminder Rob that we're doing to do the reminder Rob that we're doing to do the reminder Rob that we're doing this for fun we are just having oh yes this for fun we are just having oh yes this for fun we are just having oh yes definely do not take any of what we are definely do not take any of what we are definely do not take any of what we are saying as any financial advisor do not saying as any financial advisor do not saying as any financial advisor do not make any decision or actually yep so make any decision or actually yep so make any decision or actually yep so yeah we're just talking about it right yeah we're just talking about it right yeah we're just talking about it right entertainment disclaimer on top of entertainment disclaimer on top of entertainment disclaimer on top of disclaimer entertainment purposes only disclaimer entertainment purposes only disclaimer entertainment purposes only absolutely if I go on Twitter X absolutely if I go on Twitter X absolutely if I go on Twitter X everybody that's all everybody's talking everybody that's all everybody's talking everybody that's all everybody's talking about right now is NVIDIA and literally about right now is NVIDIA and literally about right now is NVIDIA and literally people like Society will melt down if people like Society will melt down if people like Society will melt down if they miss the they miss the they miss the earnings oh so what are you working on these days

oh so what are you working on these days the question is will other companies how the question is will other companies how the question is will other companies how will other companies do in terms of will other companies do in terms of will other companies do in terms of there'll always be companies that sort there'll always be companies that sort there'll always be companies that sort of you know of you know of you know obviously you know overhype their their obviously you know overhype their their obviously you know overhype their their Futures and have to pay the piper and so Futures and have to pay the piper and so Futures and have to pay the piper and so that's what everyone's being careful that's what everyone's being careful that's what everyone's being careful about is to make sure that they're about is to make sure that they're about is to make sure that they're tempering their forecast with reality tempering their forecast with reality tempering their forecast with reality that's the the difference between a very that's the the difference between a very that's the the difference between a very successful public company and one that successful public company and one that successful public company and one that kind of screws Pooch and people and kind of screws Pooch and people and kind of screws Pooch and people and people kind of feel like they have an people kind of feel like they have an people kind of feel like they have an idea of where Nvidia might be based on idea of where Nvidia might be based on idea of where Nvidia might be based on they all know companies who are using they all know companies who are using they all know companies who are using their their their gpus and so the success of these other gpus and so the success of these other gpus and so the success of these other companies or if they're placing orders companies or if they're placing orders companies or if they're placing orders they kind of have a good feeling like they kind of have a good feeling like they kind of have a good feeling like okay Nvidia is going to be you know and okay Nvidia is going to be you know and okay Nvidia is going to be you know and so if open Ai and Google and everybody so if open Ai and Google and everybody so if open Ai and Google and everybody else is buying chips I remember there else is buying chips I remember there else is buying chips I remember there was a time I don't know a couple was a time I don't know a couple was a time I don't know a couple quarters ago where people saw news from quarters ago where people saw news from quarters ago where people saw news from U tsmc like there was like a Slowdown U tsmc like there was like a Slowdown U tsmc like there was like a Slowdown there and people are saying okay there's there and people are saying okay there's there and people are saying okay there's going to be a ripple effect there it going to be a ripple effect there it going to be a ripple effect there it must mean must mean must mean fewer orders and stuff like that lots of fewer orders and stuff like that lots of fewer orders and stuff like that lots of people reading tea leaves people reading tea leaves people reading tea leaves 247 lot a lot of bears out there lot of 247 lot a lot of bears out there lot of 247 lot a lot of bears out there lot of you're right you're right absolutely you're right you're right absolutely you're right you're right absolutely absolutely wow you used to be the you absolutely wow you used to be the you absolutely wow you used to be the you know it used to be the thing where you know it used to be the thing where you know it used to be the thing where you couldn't get fired for buying IBM then couldn't get fired for buying IBM then couldn't get fired for buying IBM then you couldn't get fired for buying Intel you couldn't get fired for buying Intel you couldn't get fired for buying Intel and now you can't get fired for buying and now you can't get fired for buying and now you can't get fired for buying Nvidia Nvidia Nvidia so we'll see who's next yeah you know so we'll see who's next yeah you know so we'll see who's next yeah you know what percentage of of these Nvidia what percentage of of these Nvidia what percentage of of these Nvidia earnings come from Edge AI or iot part

earnings come from Edge AI or iot part earnings come from Edge AI or iot part compared with a cloud it's like 8020 compared with a cloud it's like 8020 compared with a cloud it's like 8020 9010 9010 9010 or or or yeah1 955 yeah 955 okay I mean you're yeah1 955 yeah 955 okay I mean you're yeah1 955 yeah 955 okay I mean you're right I remember iot people got excited right I remember iot people got excited right I remember iot people got excited years ago when they came out with the years ago when they came out with the years ago when they came out with the little Jetson thing and they were going little Jetson thing and they were going little Jetson thing and they were going to do EDI with that and that was that's to do EDI with that and that was that's to do EDI with that and that was that's exciting it's still cool no doubt about exciting it's still cool no doubt about exciting it's still cool no doubt about it there it is it there it is it there it is yeah and um it's cool stuff so's the yeah and um it's cool stuff so's the yeah and um it's cool stuff so's the so's the robotics stuff too like the so's the robotics stuff too like the so's the robotics stuff too like the humanoid robotics but the volumes on humanoid robotics but the volumes on humanoid robotics but the volumes on those are extremely low yeah so in terms those are extremely low yeah so in terms those are extremely low yeah so in terms of actual like impact to the bottom line of actual like impact to the bottom line of actual like impact to the bottom line for a chip seller you know I think they for a chip seller you know I think they for a chip seller you know I think they said maybe by 2030 there might be a said maybe by 2030 there might be a said maybe by 2030 there might be a million units worldwide of humanoid million units worldwide of humanoid million units worldwide of humanoid robots so you know that that stuff's not robots so you know that that stuff's not robots so you know that that stuff's not going to really move the needle on a on going to really move the needle on a on going to really move the needle on a on a unit basis but and see you know the a unit basis but and see you know the a unit basis but and see you know the edge stuff they have a great great thing edge stuff they have a great great thing edge stuff they have a great great thing there but there's lots of other there but there's lots of other there but there's lots of other companies doing as you know many other companies doing as you know many other companies doing as you know many other things on the edge and Nvidia just hold things on the edge and Nvidia just hold things on the edge and Nvidia just hold us a small sort of slice of that so have us a small sort of slice of that so have us a small sort of slice of that so have you ever written any papers or anything you ever written any papers or anything you ever written any papers or anything from the tiny ml organization related to from the tiny ml organization related to from the tiny ml organization related to yes Nvidia gpus on a edge device does in yes Nvidia gpus on a edge device does in yes Nvidia gpus on a edge device does in fact accelerate the machine learning fact accelerate the machine learning fact accelerate the machine learning training or inference is that a thing maybe not a thing sorry what was thing maybe not a thing sorry what was that question Rob sorry oh I was just that question Rob sorry oh I was just that question Rob sorry oh I was just thinking of tiny ml and if there's ever thinking of tiny ml and if there's ever thinking of tiny ml and if there's ever been any papers written or anything been any papers written or anything been any papers written or anything where you say yes having the Nvidia GPU

where you say yes having the Nvidia GPU where you say yes having the Nvidia GPU on these Edge devices does in fact on these Edge devices does in fact on these Edge devices does in fact accelerate tiny ml training or accelerate tiny ml training or accelerate tiny ml training or inferencing that kind of thing well I inferencing that kind of thing well I inferencing that kind of thing well I mean there's very little training going mean there's very little training going mean there's very little training going on out there you know that's still on out there you know that's still on out there you know that's still pretty Niche you know to train on the pretty Niche you know to train on the pretty Niche you know to train on the edge there's some reinforcement learning edge there's some reinforcement learning edge there's some reinforcement learning which is kind of kind of like training which is kind of kind of like training which is kind of kind of like training is stuff but we're seeing some is stuff but we're seeing some is stuff but we're seeing some interesting you know this is a whole interesting you know this is a whole interesting you know this is a whole other topic about the composable cloud other topic about the composable cloud other topic about the composable cloud and composable Edge you know and how and composable Edge you know and how and composable Edge you know and how we're seeing lots of interesting we're seeing lots of interesting we're seeing lots of interesting combinations of silicon and combinations of silicon and combinations of silicon and devices and workloads to do some really devices and workloads to do some really devices and workloads to do some really cool scenarios and so that's where cool scenarios and so that's where cool scenarios and so that's where Nvidia plus you know someone else is Nvidia plus you know someone else is Nvidia plus you know someone else is kind of an interesting thing we're kind of an interesting thing we're kind of an interesting thing we're seeing lots of Nvidia plus this or seeing lots of Nvidia plus this or seeing lots of Nvidia plus this or Nvidia plus that where Nvidia is Nvidia plus that where Nvidia is Nvidia plus that where Nvidia is somewhere in the mix usually farther up somewhere in the mix usually farther up somewhere in the mix usually farther up the chain either in the cloud or in the chain either in the cloud or in the chain either in the cloud or in heavy Edge and then as you get to the heavy Edge and then as you get to the heavy Edge and then as you get to the lighter Edge and the sensor Edge lighter Edge and the sensor Edge lighter Edge and the sensor Edge neuromorphic Edge you're getting neuromorphic Edge you're getting neuromorphic Edge you're getting obviously different players in there so obviously different players in there so obviously different players in there so people have to think about these people have to think about these people have to think about these Solutions as multi-edge multicloud Solutions as multi-edge multicloud Solutions as multi-edge multicloud Solutions composable Solutions and in Solutions composable Solutions and in Solutions composable Solutions and in that case Nvidia you know they've always that case Nvidia you know they've always that case Nvidia you know they've always got a play there somewhere somewhere in got a play there somewhere somewhere in got a play there somewhere somewhere in there but you're asking people to there but you're asking people to there but you're asking people to actually think about a actually think about a actually think about a solution I me well no that's what they solution I me well no that's what they solution I me well no that's what they pay you to do they pay you for us the to pay you to do they pay you for us the to pay you to do they pay you for us the to think about it they don't have to think think about it they don't have to think think about it they don't have to think about it that's that's why it's good about it that's that's why it's good about it that's that's why it's good business business business exactly it's it's interesting right I exactly it's it's interesting right I exactly it's it's interesting right I mean because there's been a conversation mean because there's been a conversation mean because there's been a conversation had around the edge Cloud for a long had around the edge Cloud for a long had around the edge Cloud for a long time and nobody really knew what it was time and nobody really knew what it was time and nobody really knew what it was um but I believe that um to your to your

um but I believe that um to your to your um but I believe that um to your to your point Pete I believe definitively that point Pete I believe definitively that point Pete I believe definitively that the the amount of GPU that's going to be the the amount of GPU that's going to be the the amount of GPU that's going to be placed at the edge will help proliferate placed at the edge will help proliferate placed at the edge will help proliferate any concept of the edge Cloud um because any concept of the edge Cloud um because any concept of the edge Cloud um because but but I think that it's going to but but I think that it's going to but but I think that it's going to happen in steps um I believe that you'll happen in steps um I believe that you'll happen in steps um I believe that you'll get some of your more aggregated devices get some of your more aggregated devices get some of your more aggregated devices that are sitting at the edge that are that are sitting at the edge that are that are sitting at the edge that are talking to the sensors and that will be talking to the sensors and that will be talking to the sensors and that will be the communication point the to that the communication point the to that the communication point the to that aggregate unit before anything else and aggregate unit before anything else and aggregate unit before anything else and and as the storage capability of these and as the storage capability of these and as the storage capability of these um Edge aggregate units um starts to um Edge aggregate units um starts to um Edge aggregate units um starts to grow uh I do believe that you'll you'll grow uh I do believe that you'll you'll grow uh I do believe that you'll you'll start to see more of a of a we'll say start to see more of a of a we'll say start to see more of a of a we'll say tiny training that's happening at the tiny training that's happening at the tiny training that's happening at the edge um as as opposed to the to the edge um as as opposed to the to the edge um as as opposed to the to the heavyweight training that's happening in heavyweight training that's happening in heavyweight training that's happening in the center cloud yeah that makes sense the center cloud yeah that makes sense the center cloud yeah that makes sense you know so speaking of the edge or you know so speaking of the edge or you know so speaking of the edge or private private private clouds I'll I'll put this up close to clouds I'll I'll put this up close to clouds I'll I'll put this up close to the the the camera and there's uh Michael Dell camera and there's uh Michael Dell camera and there's uh Michael Dell commenting so VMware is having their big commenting so VMware is having their big commenting so VMware is having their big event right now and basically they want event right now and basically they want event right now and basically they want you to buy their VMware Cloud Foundation you to buy their VMware Cloud Foundation you to buy their VMware Cloud Foundation private cloud and so you got barklay CIO private cloud and so you got barklay CIO private cloud and so you got barklay CIO survey saying 83% of Enterprises plan to survey saying 83% of Enterprises plan to survey saying 83% of Enterprises plan to move workloads act private cloud from move workloads act private cloud from move workloads act private cloud from public public public Cloud 83% that sounds like a really high Cloud 83% that sounds like a really high Cloud 83% that sounds like a really high number to

number to number to me where they get that from did somebody me where they get that from did somebody me where they get that from did somebody from Gartner say that and and and what from Gartner say that and and and what from Gartner say that and and and what is the exact exact is the exact exact is the exact exact definition so this was during the definition so this was during the definition so this was during the keynote yesterday at vmware's ex event keynote yesterday at vmware's ex event keynote yesterday at vmware's ex event they're doing right now and so their CEO they're doing right now and so their CEO they're doing right now and so their CEO broadcom you know was talking about this broadcom you know was talking about this broadcom you know was talking about this and put this slide up um and the source and put this slide up um and the source and put this slide up um and the source is bar clay CIO is bar clay CIO is bar clay CIO survey um and so you know it shows this survey um and so you know it shows this survey um and so you know it shows this no this notion of cloud repatriation no this notion of cloud repatriation no this notion of cloud repatriation actually and show and so they got this actually and show and so they got this actually and show and so they got this 83 and of course this is very 83 and of course this is very 83 and of course this is very self-serving for VMware who's making a self-serving for VMware who's making a self-serving for VMware who's making a private Cloud offering um and I guess private Cloud offering um and I guess private Cloud offering um and I guess you could argue it's very self-serving you could argue it's very self-serving you could argue it's very self-serving for Michael Dell to say yep not for Michael Dell to say yep not for Michael Dell to say yep not surprising at all because Dell is all surprising at all because Dell is all surprising at all because Dell is all about on Prem stuff as well about on Prem stuff as well about on Prem stuff as well and so uh you kind of Wonder is I mean and so uh you kind of Wonder is I mean and so uh you kind of Wonder is I mean 83% that sounds like a Wagon Train like 83% that sounds like a Wagon Train like 83% that sounds like a Wagon Train like like that movie where all the Pioneers like that movie where all the Pioneers like that movie where all the Pioneers said this was a bad idea wagons East said this was a bad idea wagons East said this was a bad idea wagons East let's go back let's go back let's go back home we're getting K this this is this home we're getting K this this is this home we're getting K this this is this is similar to you know the Titanic being is similar to you know the Titanic being is similar to you know the Titanic being you know someone announcing the Titanic you know someone announcing the Titanic you know someone announcing the Titanic sinking and everybody's jumping off I sinking and everybody's jumping off I sinking and everybody's jumping off I mean there's no way I I don't believe mean there's no way I I don't believe mean there's no way I I don't believe that not even in the slightest yeah that not even in the slightest yeah that not even in the slightest yeah VMware is still suffering from their VMware is still suffering from their VMware is still suffering from their their Monumental shift in terms of how their Monumental shift in terms of how their Monumental shift in terms of how they're you know dealing with their

they're you know dealing with their they're you know dealing with their customers and the offerings that they customers and the offerings that they customers and the offerings that they have for their customers to go 100% have for their customers to go 100% have for their customers to go 100% subscription uh as opposed to anything subscription uh as opposed to anything subscription uh as opposed to anything else and I mean you see more people else and I mean you see more people else and I mean you see more people jumping off of jumping off of jumping off of VMware and and moving over to Red Hat VMware and and moving over to Red Hat VMware and and moving over to Red Hat and moving over to others uh you know and moving over to others uh you know and moving over to others uh you know then than anything else so how in God's then than anything else so how in God's then than anything else so how in God's name do they expect 83% of the of the of name do they expect 83% of the of the of name do they expect 83% of the of the of the population the public Cloud the population the public Cloud the population the public Cloud population to move away and say yeah we population to move away and say yeah we population to move away and say yeah we we made a we made a wrong choice I I we made a we made a wrong choice I I we made a we made a wrong choice I I doubt it that seems like a high doubt it that seems like a high doubt it that seems like a high percentage to me I get you know percentage to me I get you know percentage to me I get you know obviously we've seen lots of stats over obviously we've seen lots of stats over obviously we've seen lots of stats over the last few years where it's like oh the last few years where it's like oh the last few years where it's like oh maybe the public cloud is actually more maybe the public cloud is actually more maybe the public cloud is actually more expensive maybe depending on the expensive maybe depending on the expensive maybe depending on the workload than doing it yourself on Prem workload than doing it yourself on Prem workload than doing it yourself on Prem it is it it is but see here's the it is it it is but see here's the it is it it is but see here's the there's there's so many there's so many there's there's so many there's so many there's there's so many there's so many you know tangled webs uh uh aligned with you know tangled webs uh uh aligned with you know tangled webs uh uh aligned with that you know the public cloud is more that you know the public cloud is more that you know the public cloud is more expensive okay are you just moving expensive okay are you just moving expensive okay are you just moving workloads that are monolithic over to workloads that are monolithic over to workloads that are monolithic over to the public Cloud then hell yeah it's the public Cloud then hell yeah it's the public Cloud then hell yeah it's going to be more expensive if you going to be more expensive if you going to be more expensive if you natively build your Solutions within any natively build your Solutions within any natively build your Solutions within any CSP and you've done it properly you're CSP and you've done it properly you're CSP and you've done it properly you're going to have the benefits of elastic going to have the benefits of elastic going to have the benefits of elastic scaling both horizontal and vertical scaling both horizontal and vertical scaling both horizontal and vertical you're going to have the benefits of you're going to have the benefits of you're going to have the benefits of understanding how your workloads are understanding how your workloads are understanding how your workloads are being used they turn from workloads to being used they turn from workloads to being used they turn from workloads to Sur Sur Sur so now let's put one to one and run so now let's put one to one and run so now let's put one to one and run those comparisons so for people to those comparisons so for people to those comparisons so for people to literally say that we're going to move literally say that we're going to move literally say that we're going to move because in in a number of instances a

because in in a number of instances a because in in a number of instances a lot of the folks that have their lot of the folks that have their lot of the folks that have their workload workloads in the cloud had workload workloads in the cloud had workload workloads in the cloud had monolithic monolithic monolithic applications so they didn't take applications so they didn't take applications so they didn't take advantage of the benefits that are advantage of the benefits that are advantage of the benefits that are within the cloud yeah so you're they did within the cloud yeah so you're they did within the cloud yeah so you're they did the lift and the lift and the lift and shift they did the lift and shift they shift they did the lift and shift they shift they did the lift and shift they went from the Dell under the desk to the went from the Dell under the desk to the went from the Dell under the desk to the Dell in the cloud Dell in the cloud Dell in the cloud exactly BM and then that was it and you exactly BM and then that was it and you exactly BM and then that was it and you know that's a good first step for a lot know that's a good first step for a lot know that's a good first step for a lot of folks by the way a good first step I of folks by the way a good first step I of folks by the way a good first step I agree but not only and not only not only agree but not only and not only not only agree but not only and not only not only that it's as well to avoid lock in right that it's as well to avoid lock in right that it's as well to avoid lock in right so you can move from one to the other so you can move from one to the other so you can move from one to the other because if you start depending on because if you start depending on because if you start depending on specific features from one provider so now we've got a conflict provider so now we've got a conflict because if you just do lift and shift because if you just do lift and shift because if you just do lift and shift and you just put your monolithic VM and and you just put your monolithic VM and and you just put your monolithic VM and you just upload it which is a great you just upload it which is a great you just upload it which is a great first step and then some people will say first step and then some people will say first step and then some people will say now you need to do a second step you now you need to do a second step you now you need to do a second step you need to modernize take advantage of all need to modernize take advantage of all need to modernize take advantage of all the new the new the new features but if you do that now you got features but if you do that now you got features but if you do that now you got Cloud lock in because as soon as you Cloud lock in because as soon as you Cloud lock in because as soon as you take advantage of P layer features in a take advantage of P layer features in a take advantage of P layer features in a particular Cloud you find yourself particular Cloud you find yourself particular Cloud you find yourself tightly tied to that cloud you may have tightly tied to that cloud you may have tightly tied to that cloud you may have a better modernized app by doing it but a better modernized app by doing it but a better modernized app by doing it but you may be stuck with that particular you may be stuck with that particular you may be stuck with that particular cloud provider and not be able to to cloud provider and not be able to to cloud provider and not be able to to move to another one if you're not happy move to another one if you're not happy move to another one if you're not happy but that that's assuming that you're not but that that's assuming that you're not but that that's assuming that you're not being smart about your re architecture

being smart about your re architecture being smart about your re architecture because effec that's what you must do because effec that's what you must do because effec that's what you must do re-architect to that end that means that re-architect to that end that means that re-architect to that end that means that you're taking that monolithic solution you're taking that monolithic solution you're taking that monolithic solution that I don't care whether it's VM based that I don't care whether it's VM based that I don't care whether it's VM based or any of that but you're going to have or any of that but you're going to have or any of that but you're going to have to establish a K8 solution that then allows you hybrid solution that then allows you hybrid cloud or multicloud cloud or multicloud cloud or multicloud support I was wondering when kubernetes support I was wondering when kubernetes support I was wondering when kubernetes was going to land on our was going to land on our was going to land on our planet planet planet so okay and that you know and and for so okay and that you know and and for so okay and that you know and and for all you kids at home kubernetes and that all you kids at home kubernetes and that all you kids at home kubernetes and that whole Cloud native thing was basically a whole Cloud native thing was basically a whole Cloud native thing was basically a response to all the hyperscalers already response to all the hyperscalers already response to all the hyperscalers already building their own cloud native building their own cloud native building their own cloud native capabilities but you would be locked capabilities but you would be locked capabilities but you would be locked into them in fact there's no bigger lock into them in fact there's no bigger lock into them in fact there's no bigger lock in in the world than doing Lambda in in the world than doing Lambda in in the world than doing Lambda functions functions functions right you will never break free from AWS right you will never break free from AWS right you will never break free from AWS if you take a dependency on Lambda um if you take a dependency on Lambda um if you take a dependency on Lambda um but kubernetes was hey we figured out but kubernetes was hey we figured out but kubernetes was hey we figured out how to do the cool scaling thing like how to do the cool scaling thing like how to do the cool scaling thing like the cloud guys figured out a long time the cloud guys figured out a long time the cloud guys figured out a long time ago oh but we're portable so if you do ago oh but we're portable so if you do ago oh but we're portable so if you do kubernetes across AWS and Azure and on kubernetes across AWS and Azure and on kubernetes across AWS and Azure and on Prem and Google uh then you can do that Prem and Google uh then you can do that Prem and Google uh then you can do that you can do all of that and and and going you can do all of that and and and going you can do all of that and and and going from going from uh you know so here then from going from uh you know so here then from going from uh you know so here then now we get into the the the argument of now we get into the the the argument of now we get into the the the argument of oh wait a minute Azure had has it they oh wait a minute Azure had has it they oh wait a minute Azure had has it they have AKs AWS has eks and and I'm like have AKs AWS has eks and and I'm like have AKs AWS has eks and and I'm like Oracle has

Oracle has Oracle has OC forgot have their own flavor but OC forgot have their own flavor but OC forgot have their own flavor but that's why you re architect your stuff that's why you re architect your stuff that's why you re architect your stuff as opposed to leveraging those cloud as opposed to leveraging those cloud as opposed to leveraging those cloud provider Services where they come in and provider Services where they come in and provider Services where they come in and say well we'll show you how to do it all say well we'll show you how to do it all say well we'll show you how to do it all I want to do is established a little bit I want to do is established a little bit I want to do is established a little bit of Plumbing a little bit of Plumbing a of Plumbing a little bit of Plumbing a of Plumbing a little bit of Plumbing a little bit of plumbing and I can go little bit of plumbing and I can go little bit of plumbing and I can go across any cloud provider that I across any cloud provider that I across any cloud provider that I want yeah that's the composable cloud want yeah that's the composable cloud want yeah that's the composable cloud that's the composable cloud trend is that's the composable cloud trend is that's the composable cloud trend is people are architecting for portability people are architecting for portability people are architecting for portability and and U you know busy mitigating Risk and and U you know busy mitigating Risk and and U you know busy mitigating Risk by getting locked in so yeah well that's by getting locked in so yeah well that's by getting locked in so yeah well that's that's a crazy thing that's happening at that's a crazy thing that's happening at that's a crazy thing that's happening at um VM Explorer right now right with Haw um VM Explorer right now right with Haw um VM Explorer right now right with Haw tan getting on stage and like Bas did tan getting on stage and like Bas did tan getting on stage and like Bas did did you guys start with that is that did you guys start with that is that did you guys start with that is that started with and and I talked about the started with and and I talked about the started with and and I talked about the Michael Dell tweet and what like yeah Michael Dell tweet and what like yeah Michael Dell tweet and what like yeah 83% are moving back to the private Cloud 83% are moving back to the private Cloud 83% are moving back to the private Cloud sounds good to sounds good to sounds good to me the other flow in that is you know a me the other flow in that is you know a me the other flow in that is you know a lot of the new application and services lot of the new application and services lot of the new application and services are available as a service anyway so are available as a service anyway so are available as a service anyway so good luck convincing this one to give good luck convincing this one to give good luck convincing this one to give you the source code so you can run it you the source code so you can run it you the source code so you can run it locally in your private locally in your private locally in your private cloud is slack going to start to make cloud is slack going to start to make cloud is slack going to start to make this available I don't think so so yeah this available I don't think so so yeah this available I don't think so so yeah you know and those early Cloud decisions you know and those early Cloud decisions you know and those early Cloud decisions based on the cloud hype were actually based on the cloud hype were actually based on the cloud hype were actually really bad the economics like I you know really bad the economics like I you know really bad the economics like I you know I post on LinkedIn man I've been looking I post on LinkedIn man I've been looking I post on LinkedIn man I've been looking at this stuff at this stuff at this stuff forever and a lot of the strategies that

forever and a lot of the strategies that forever and a lot of the strategies that um and planning that we assisted cios um and planning that we assisted cios um and planning that we assisted cios with back in you know my Gartner as well with back in you know my Gartner as well with back in you know my Gartner as well as IBM days is like man this stuff as IBM days is like man this stuff as IBM days is like man this stuff doesn't work but then the hype just doesn't work but then the hype just doesn't work but then the hype just swept over everything and then people swept over everything and then people swept over everything and then people started throwing workloads and started throwing workloads and started throwing workloads and applications up into the cloud that were applications up into the cloud that were applications up into the cloud that were just like not fit for purpose in just like not fit for purpose in just like not fit for purpose in economics and then now you economics and then now you economics and then now you know AWS and everybody's like putting know AWS and everybody's like putting know AWS and everybody's like putting out numbers how only 10 15% of all out numbers how only 10 15% of all out numbers how only 10 15% of all Enterprise workloads are in the cloud Enterprise workloads are in the cloud Enterprise workloads are in the cloud well guess what yeah um and probably too well guess what yeah um and probably too well guess what yeah um and probably too many well but there's a Counterpoint to many well but there's a Counterpoint to many well but there's a Counterpoint to that and the Counterpoint to all that that and the Counterpoint to all that that and the Counterpoint to all that stuff is look at the state of it today stuff is look at the state of it today stuff is look at the state of it today in most organiz in most organiz in most organiz ganizations fewer ganizations fewer ganizations fewer people folks don't actually know how to people folks don't actually know how to people folks don't actually know how to do that stuff anymore remember how we do that stuff anymore remember how we do that stuff anymore remember how we used to have to build everything and used to have to build everything and used to have to build everything and build networks and servers there's a lot build networks and servers there's a lot build networks and servers there's a lot of people don't know how to do it of people don't know how to do it of people don't know how to do it anymore it's even worse they have t they anymore it's even worse they have t they anymore it's even worse they have t they can can can ask no but it's even worse than that ask no but it's even worse than that ask no but it's even worse than that because U is probably 5,000 miles away because U is probably 5,000 miles away because U is probably 5,000 miles away in the cubicle somewhere in the foreign in the cubicle somewhere in the foreign in the cubicle somewhere in the foreign country so good luck getting those guys country so good luck getting those guys country so good luck getting those guys setting up data centers and making them setting up data centers and making them setting up data centers and making them all available and running your private all available and running your private all available and running your private no but that's and that's part of this no but that's and that's part of this no but that's and that's part of this whole equation is the decline of it whole equation is the decline of it whole equation is the decline of it departments uh over time lack of skills departments uh over time lack of skills departments uh over time lack of skills lack of people uh it was always lack of people uh it was always lack of people uh it was always considered a cost center by companies considered a cost center by companies considered a cost center by companies right or wrong and so they always got right or wrong and so they always got right or wrong and so they always got thrown under the bus when it t was time

thrown under the bus when it t was time thrown under the bus when it t was time to do layoffs and cuts and stuff like to do layoffs and cuts and stuff like to do layoffs and cuts and stuff like that and so companies have been that and so companies have been that and so companies have been downsizing but that being said though downsizing but that being said though downsizing but that being said though there's also like there's there's other there's also like there's there's other there's also like there's there's other you know I would say near Prem you know you know I would say near Prem you know you know I would say near Prem you know elastic compute Alternatives coming up elastic compute Alternatives coming up elastic compute Alternatives coming up like vulture and K systems and other like vulture and K systems and other like vulture and K systems and other folks where you could get elastic GPU folks where you could get elastic GPU folks where you could get elastic GPU and elastic compute but you're not in a and elastic compute but you're not in a and elastic compute but you're not in a hyperscaler and so I think we're going hyperscaler and so I think we're going hyperscaler and so I think we're going to see companies taking advantage of to see companies taking advantage of to see companies taking advantage of some of those things where you still some of those things where you still some of those things where you still don't have to have an ID Department per don't have to have an ID Department per don't have to have an ID Department per se or you can have a small one so you're se or you can have a small one so you're se or you can have a small one so you're not actually putting a Dell back under not actually putting a Dell back under not actually putting a Dell back under the desk right or in the back room but the desk right or in the back room but the desk right or in the back room but you're you're leveraging Compu in you're you're leveraging Compu in you're you're leveraging Compu in another way for the hyperscalers it's another way for the hyperscalers it's another way for the hyperscalers it's called called called Partners right and you have all these Partners right and you have all these Partners right and you have all these dudes that are and gals that are doing dudes that are and gals that are doing dudes that are and gals that are doing service management and uh manag Services service management and uh manag Services service management and uh manag Services you know like the old AMS and uh you know like the old AMS and uh you know like the old AMS and uh infrastructure Management Services of infrastructure Management Services of infrastructure Management Services of the olden IBM days it it it's just the olden IBM days it it it's just the olden IBM days it it it's just shifting right and people just shifting right and people just shifting right and people just discovering economics where they didn't discovering economics where they didn't discovering economics where they didn't have visibility before which is why uh have visibility before which is why uh have visibility before which is why uh finops was like a big deal right not to finops was like a big deal right not to finops was like a big deal right not to be confused with fintech for some reason be confused with fintech for some reason be confused with fintech for some reason people keep thinking finops is fintech people keep thinking finops is fintech people keep thinking finops is fintech it's not stop pinging me about that and it's not stop pinging me about that and it's not stop pinging me about that and trying to get me to buyer fintech crypto trying to get me to buyer fintech crypto trying to get me to buyer fintech crypto BS I will give you a great finops BS I will give you a great finops BS I will give you a great finops example from a little note that I wrote example from a little note that I wrote example from a little note that I wrote recently um HP acquired a little startup recently um HP acquired a little startup recently um HP acquired a little startup called Morpheus data um and to they're called Morpheus data um and to they're called Morpheus data um and to they're going to integrate it into Green Lake

going to integrate it into Green Lake going to integrate it into Green Lake and Green Lake is their big private and Green Lake is their big private and Green Lake is their big private Cloud Cloud Cloud offering Morpheus data though while it's offering Morpheus data though while it's offering Morpheus data though while it's main focus is being able to support main focus is being able to support main focus is being able to support multic clouds and hybrid cloud and all multic clouds and hybrid cloud and all multic clouds and hybrid cloud and all that stuff which which is great control that stuff which which is great control that stuff which which is great control plane the secret hidden gym in that is a plane the secret hidden gym in that is a plane the secret hidden gym in that is a little finops technology where it does little finops technology where it does little finops technology where it does this Dynamic continuous assessment of this Dynamic continuous assessment of this Dynamic continuous assessment of all your Cloud estate everywhere and all your Cloud estate everywhere and all your Cloud estate everywhere and shows you how to save money and will shows you how to save money and will shows you how to save money and will dynamically and so people are finding dynamically and so people are finding dynamically and so people are finding you know 30% savings up to 80% savings you know 30% savings up to 80% savings you know 30% savings up to 80% savings because of this thops stuff that's because of this thops stuff that's because of this thops stuff that's buried in Morpheus data software which buried in Morpheus data software which buried in Morpheus data software which is pretty cool because a lot of is pretty cool because a lot of is pretty cool because a lot of companies like have dead or semi Idol companies like have dead or semi Idol companies like have dead or semi Idol VMS and stuff all over the place that VMS and stuff all over the place that VMS and stuff all over the place that they're spending money on you know so I they're spending money on you know so I they're spending money on you know so I thought that was kind of interesting thought that was kind of interesting thought that was kind of interesting yeah and and you know a lot of the stuff yeah and and you know a lot of the stuff yeah and and you know a lot of the stuff I mean it seems like it's new and a lot I mean it seems like it's new and a lot I mean it seems like it's new and a lot of the cloud companies or hyperscalers of the cloud companies or hyperscalers of the cloud companies or hyperscalers even omms are moving toward this for all even omms are moving toward this for all even omms are moving toward this for all this hybrid Cloud stuff but it's been this hybrid Cloud stuff but it's been this hybrid Cloud stuff but it's been happening for a long time I don't know happening for a long time I don't know happening for a long time I don't know if people remember CMP or Cloud manage if people remember CMP or Cloud manage if people remember CMP or Cloud manage platforms and brokerage that was early platforms and brokerage that was early platforms and brokerage that was early concept yeah and that's what Mor is is a concept yeah and that's what Mor is is a concept yeah and that's what Mor is is a CMP yeah y yeah it's probably a good AC CMP yeah y yeah it's probably a good AC CMP yeah y yeah it's probably a good AC HP but you have to you have to now you HP but you have to you have to now you HP but you have to you have to now you said CMP you have to say what that is said CMP you have to say what that is said CMP you have to say what that is because it means different things to because it means different things to because it means different things to different people different people just different people different people just different people different people just like when we hear Bill Pew say CSP and

like when we hear Bill Pew say CSP and like when we hear Bill Pew say CSP and he's talking about the cloud whereas the he's talking about the cloud whereas the he's talking about the cloud whereas the rest of the world for decades referred rest of the world for decades referred rest of the world for decades referred to that as a communication service to that as a communication service to that as a communication service provider in other words a yeah and CMP provider in other words a yeah and CMP provider in other words a yeah and CMP is a is is a connectivity management platform yeah people Acy I thought yeah platform yeah people Acy I thought yeah I thought we said Cloud management I thought we said Cloud management I thought we said Cloud management platform that's CMP right yeah no so platform that's CMP right yeah no so platform that's CMP right yeah no so that's what I'm saying there's there's that's what I'm saying there's there's that's what I'm saying there's there's two different things there yeah yeah two different things there yeah yeah two different things there yeah yeah yeah if you talk to the Telos you say yeah if you talk to the Telos you say yeah if you talk to the Telos you say CMP they're gonna say oh connectivity CMP they're gonna say oh connectivity CMP they're gonna say oh connectivity management platform okay I need to management platform okay I need to management platform okay I need to understand that you know there's going understand that you know there's going understand that you know there's going to be many carriers and I need that to be many carriers and I need that to be many carriers and I need that layer of connectivity management yeah layer of connectivity management yeah layer of connectivity management yeah yeah ER Ericson with the it accelerator yeah ER Ericson with the it accelerator yeah ER Ericson with the it accelerator that was a connectivity management that was a connectivity management that was a connectivity management platform that's what it was yeah you're platform that's what it was yeah you're platform that's what it was yeah you're right that's a good point wow yeah so right that's a good point wow yeah so right that's a good point wow yeah so there I mean it goes to show you how far there I mean it goes to show you how far there I mean it goes to show you how far back some smart people were already back some smart people were already back some smart people were already seeing some of the economic issues with seeing some of the economic issues with seeing some of the economic issues with public centralized cloud and starting to public centralized cloud and starting to public centralized cloud and starting to look at and help CIO solve the problem look at and help CIO solve the problem look at and help CIO solve the problem of like multiclass of like multiclass of like multiclass you know so these are all topics that you know so these are all topics that you know so these are all topics that are not new they just are ending up are not new they just are ending up are not new they just are ending up becoming important today simply because becoming important today simply because becoming important today simply because there's more visibility to the economics there's more visibility to the economics there's more visibility to the economics which there was no visibility to because which there was no visibility to because which there was no visibility to because you had a lot of um analyst firms and you had a lot of um analyst firms and you had a lot of um analyst firms and Consulting really wanting to push all Consulting really wanting to push all Consulting really wanting to push all this Cloud stuff and the most ridiculous

this Cloud stuff and the most ridiculous this Cloud stuff and the most ridiculous I we' you know people really need to I we' you know people really need to I we' you know people really need to watch this show because we drop all watch this show because we drop all watch this show because we drop all kinds of ridiculous stuff on this show kinds of ridiculous stuff on this show kinds of ridiculous stuff on this show it no I'm serious it's like really it no I'm serious it's like really it no I'm serious it's like really really canny you know the stuff we talk really canny you know the stuff we talk really canny you know the stuff we talk about um but the whole Cloud first thing about um but the whole Cloud first thing about um but the whole Cloud first thing man man man well remember remember the dawn of the well remember remember the dawn of the well remember remember the dawn of the cloud who are the predominant consumers cloud who are the predominant consumers cloud who are the predominant consumers of cloud services it was of cloud services it was of cloud services it was startups initially yes right and not to startups initially yes right and not to startups initially yes right and not to mention the confusion that your Cloud mention the confusion that your Cloud mention the confusion that your Cloud first does it mean that you you use a first does it mean that you you use a first does it mean that you you use a cloud computer or does that mean that cloud computer or does that mean that cloud computer or does that mean that you use a set of techniques that were you use a set of techniques that were you use a set of techniques that were created when Cloud emerg so there's an created when Cloud emerg so there's an created when Cloud emerg so there's an enormous amount of confusion you can run enormous amount of confusion you can run enormous amount of confusion you can run a web server at home and it's Cloud a web server at home and it's Cloud a web server at home and it's Cloud first because you know it's web services first because you know it's web services first because you know it's web services and it's web server and on HTML so and it's web server and on HTML so and it's web server and on HTML so there's a lot all this confusion that's there's a lot all this confusion that's there's a lot all this confusion that's why I was initially asking what do they why I was initially asking what do they why I was initially asking what do they mean by private Cloud do they really mean by private Cloud do they really mean by private Cloud do they really mean getting a new box in your basement mean getting a new box in your basement mean getting a new box in your basement and running it with water to cool it and running it with water to cool it and running it with water to cool it down or do they mean creating those down or do they mean creating those down or do they mean creating those private isolated instances within a private isolated instances within a private isolated instances within a provider I think I bet you half the provider I think I bet you half the provider I think I bet you half the people surveyed on that have this people surveyed on that have this people surveyed on that have this confusion yeah you know that's a great confusion yeah you know that's a great confusion yeah you know that's a great point and when you look at a lot of point and when you look at a lot of point and when you look at a lot of these surveys especially the early Cloud these surveys especially the early Cloud these surveys especially the early Cloud stuff and now even more with all these stuff and now even more with all these stuff and now even more with all these AI you know surveys the people who are AI you know surveys the people who are AI you know surveys the people who are being surveyed don't know what they're being surveyed don't know what they're being surveyed don't know what they're talking about if you ask them okay well talking about if you ask them okay well talking about if you ask them okay well break down AI for me or iot they would

break down AI for me or iot they would break down AI for me or iot they would give you probably like the goofiest give you probably like the goofiest give you probably like the goofiest answer and so if you had like let's say answer and so if you had like let's say answer and so if you had like let's say you plotted out the level of you plotted out the level of you plotted out the level of understanding of you know the the group understanding of you know the the group understanding of you know the the group that you served day you'd see so much that you served day you'd see so much that you served day you'd see so much variability and that that would impact variability and that that would impact variability and that that would impact the you know the efficacy of that study the you know the efficacy of that study the you know the efficacy of that study right and the outcomes and that's why we right and the outcomes and that's why we right and the outcomes and that's why we continually see surveys that are continually see surveys that are continually see surveys that are misguiding uh the industry you know even misguiding uh the industry you know even misguiding uh the industry you know even the ones done by the big guys and maybe the ones done by the big guys and maybe the ones done by the big guys and maybe some of those are even more ridiculous some of those are even more ridiculous some of those are even more ridiculous because why are you asking sea level because why are you asking sea level because why are you asking sea level people you know about gen AI they don't people you know about gen AI they don't people you know about gen AI they don't freaking know you know what I'm saying freaking know you know what I'm saying freaking know you know what I'm saying they don't know what it takes to they don't know what it takes to they don't know what it takes to implement the stuff they don't know the implement the stuff they don't know the implement the stuff they don't know the risks they don't know the limitations of risks they don't know the limitations of risks they don't know the limitations of the technology they don't know any of the technology they don't know any of the technology they don't know any of this stuff if they do they're in a very this stuff if they do they're in a very this stuff if they do they're in a very small company of people and then how can small company of people and then how can small company of people and then how can you run a survey and then as a consumer you run a survey and then as a consumer you run a survey and then as a consumer of the information that survey rely on of the information that survey rely on of the information that survey rely on the output and the insights it's the output and the insights it's the output and the insights it's wrong Leonard says it's wrong that's why wrong Leonard says it's wrong that's why wrong Leonard says it's wrong that's why no I I'm I'm triggered because actually no I I'm I'm triggered because actually no I I'm I'm triggered because actually it's weird I told you guys before I've it's weird I told you guys before I've it's weird I told you guys before I've had very astute clients when I was at had very astute clients when I was at had very astute clients when I was at Gartner we put survey information and Gartner we put survey information and Gartner we put survey information and the reports that we uh we delivered to the reports that we uh we delivered to the reports that we uh we delivered to them they just told us get that out them they just told us get that out them they just told us get that out of there you didn't believe the surveys of there you didn't believe the surveys of there you didn't believe the surveys I mean we're Gartner we I mean you know

I mean we're Gartner we I mean you know I mean we're Gartner we I mean you know just put in any we're McKenzie we're just put in any we're McKenzie we're just put in any we're McKenzie we're Bane we're connect get that crap out of Bane we're connect get that crap out of Bane we're connect get that crap out of there and I was like why it's like there and I was like why it's like there and I was like why it's like number one our people have better number one our people have better number one our people have better visibility than any crap that you guys visibility than any crap that you guys visibility than any crap that you guys throw at us in terms of survey and throw at us in terms of survey and throw at us in terms of survey and insight stuff is inaccurate get out of insight stuff is inaccurate get out of insight stuff is inaccurate get out of here we want real here we want real here we want real stuff these are like the hardcore you stuff these are like the hardcore you stuff these are like the hardcore you know PhD we know what we're talking know PhD we know what we're talking know PhD we know what we're talking about we have we talk to our salespeople about we have we talk to our salespeople about we have we talk to our salespeople our salespeople aren't Chumps kind of our salespeople aren't Chumps kind of our salespeople aren't Chumps kind of organizations they don't look at organizations they don't look at organizations they don't look at surveys so there you go but there's surveys so there you go but there's surveys so there you go but there's nothing but survey results and blah blah nothing but survey results and blah blah nothing but survey results and blah blah blah on LinkedIn right well it's easy to blah on LinkedIn right well it's easy to blah on LinkedIn right well it's easy to that's because the cost of surveys is so that's because the cost of surveys is so that's because the cost of surveys is so cheap I know throw a survey out there cheap I know throw a survey out there cheap I know throw a survey out there you don't know who's answering it like you don't know who's answering it like you don't know who's answering it like you said it's totally unqualified you you said it's totally unqualified you you said it's totally unqualified you and so and how people interpret the and so and how people interpret the and so and how people interpret the questions it's totally un you're right questions it's totally un you're right questions it's totally un you're right but it's cheap and it's easy you might but it's cheap and it's easy you might but it's cheap and it's easy you might as well just go to chat GPT and say as well just go to chat GPT and say as well just go to chat GPT and say generate a survey results with these generate a survey results with these generate a survey results with these these results yeah what they trying to these results yeah what they trying to these results yeah what they trying to do basically I want to take a moment say do basically I want to take a moment say do basically I want to take a moment say congratulations you guys just destroyed congratulations you guys just destroyed congratulations you guys just destroyed the entire analyst industry right now the entire analyst industry right now the entire analyst industry right now just as Rob joined oh just as Rob joined oh just as Rob joined oh man are we saying that the future is man are we saying that the future is man are we saying that the future is using AI to do all our survey but don't using AI to do all our survey but don't using AI to do all our survey but don't I mean as an engine but as a I mean as an engine but as a I mean as an engine but as a source which is even worse wow survey oh source which is even worse wow survey oh source which is even worse wow survey oh my God survey Ai and this is the answer my God survey Ai and this is the answer my God survey Ai and this is the answer we got I don't understand the value of a

we got I don't understand the value of a we got I don't understand the value of a survey at all at any level well I I I survey at all at any level well I I I survey at all at any level well I I I would disagree with that if you provide would disagree with that if you provide would disagree with that if you provide the right context if you ask somebody the right context if you ask somebody the right context if you ask somebody read those 10 pages where you define all read those 10 pages where you define all read those 10 pages where you define all these acronyms you agree about and then these acronyms you agree about and then these acronyms you agree about and then you ask relevant question that might you ask relevant question that might you ask relevant question that might work but to your point B the the the work but to your point B the the the work but to your point B the the the quick oh it's let's just take a 30 quick oh it's let's just take a 30 quick oh it's let's just take a 30 second survey when I see that I always second survey when I see that I always second survey when I see that I always scared no I don't want a 30C survey I scared no I don't want a 30C survey I scared no I don't want a 30C survey I want 10 five 20 minutes an hour survey want 10 five 20 minutes an hour survey want 10 five 20 minutes an hour survey where I am informed and ask question where I am informed and ask question where I am informed and ask question that are relevant to what I'm informed that are relevant to what I'm informed that are relevant to what I'm informed about but that but that that that about but that but that that that about but that but that that that precludes the knowledge yeah right so I precludes the knowledge yeah right so I precludes the knowledge yeah right so I mean so you got to have a cated set of mean so you got to have a cated set of mean so you got to have a cated set of people which I think they used to call people which I think they used to call people which I think they used to call those um what were what were they called those um what were what were they called those um what were what were they called they were groups of people that they were groups of people that they were groups of people that marketing used to Target oh focus groups marketing used to Target oh focus groups marketing used to Target oh focus groups focus groups right I remember running focus groups right I remember running focus groups right I remember running those that was the most funniest could those that was the most funniest could those that was the most funniest could ever and I love the because you have the ever and I love the because you have the ever and I love the because you have the focus group you you had the group in the focus group you you had the group in the focus group you you had the group in the room and the guy asking the question and room and the guy asking the question and room and the guy asking the question and all people behind black mirrors where all people behind black mirrors where all people behind black mirrors where you were watching that was the most fun you were watching that was the most fun you were watching that was the most fun that was I mean but you know so those that was I mean but you know so those that was I mean but you know so those are the things so I mean this is this is are the things so I mean this is this is are the things so I mean this is this is why I'm probably so I get so animated why I'm probably so I get so animated why I'm probably so I get so animated when when things are talked about when when things are talked about when when things are talked about because if if I can tell you because if if I can tell you because if if I can tell you definitively if I've been doing definitively if I've been doing definitively if I've been doing something for 10 plus years and I've something for 10 plus years and I've something for 10 plus years and I've been getting paid for it I think I'm been getting paid for it I think I'm been getting paid for it I think I'm probably pretty good at it I think I probably pretty good at it I think I probably pretty good at it I think I probably know what the I'm doing so why probably know what the I'm doing so why probably know what the I'm doing so why is someone even going to counter that

is someone even going to counter that is someone even going to counter that why are they going to say no what you're why are they going to say no what you're why are they going to say no what you're saying is because it's really this you saying is because it's really this you saying is because it's really this you know what know what know what um my knowledge is protected by fa and fo if you if you look B at these things fo if you if you look B at these things called politics F around and find come called politics F around and find come called politics F around and find come on let's go no you know what it and on let's go no you know what it and on let's go no you know what it and there's something to be said about just there's something to be said about just there's something to be said about just being being being connected and um persist like you know connected and um persist like you know connected and um persist like you know like what I do you you see me all over like what I do you you see me all over like what I do you you see me all over the place I talk to tons of people I the place I talk to tons of people I the place I talk to tons of people I know some people who are in the know I know some people who are in the know I know some people who are in the know I just need to talk to them I don't need just need to talk to them I don't need just need to talk to them I don't need some survey um by a some survey um by a some survey um by a thousand thousand thousand whoevers to shape my opinion or my whoevers to shape my opinion or my whoevers to shape my opinion or my perspective on a technology where it's perspective on a technology where it's perspective on a technology where it's going I have those conversations every going I have those conversations every going I have those conversations every day with people that I know who know day with people that I know who know day with people that I know who know what the crap what the hell they're what the crap what the hell they're what the crap what the hell they're talking about and you get all kinds of talking about and you get all kinds of talking about and you get all kinds of visibility into what's happening in visibility into what's happening in visibility into what's happening in terms of adoption and all this other terms of adoption and all this other terms of adoption and all this other stuff stuff stuff right don't forget it work don't forget right don't forget it work don't forget right don't forget it work don't forget 60% of the time 60% of the time it works 60% of the time 60% of the time it works 60% of the time 60% of the time it works every time that's all I have to say I every time that's all I have to say I every time that's all I have to say I mean but the the the point there is I mean but the the the point there is I mean but the the the point there is I mean Leonard it if you sure all of us mean Leonard it if you sure all of us mean Leonard it if you sure all of us know several people that know what the know several people that know what the know several people that know what the what what they're actually talking about what what they're actually talking about what what they're actually talking about yeah the question is when you have those yeah the question is when you have those yeah the question is when you have those conversations with them how transparent conversations with them how transparent conversations with them how transparent are they going to be because they still

are they going to be because they still are they going to be because they still represent that organization represent that organization represent that organization that that allows them to drive their that that allows them to drive their that that allows them to drive their Teslas and everything no no no doubt but Teslas and everything no no no doubt but Teslas and everything no no no doubt but it it's it's uh it depends on the it it's it's uh it depends on the it it's it's uh it depends on the questions you're asking and you know by questions you're asking and you know by questions you're asking and you know by the way bill when the hell are you ever the way bill when the hell are you ever the way bill when the hell are you ever not not not animated that's animated that's animated that's freaking dude you don't have to none of freaking dude you don't have to none of freaking dude you don't have to none of us none of us none of us is non-animated us none of us none of us is non-animated us none of us none of us is non-animated [Laughter] [Laughter] [Laughter] man I mean I just can't help it I I man I mean I just can't help it I I man I mean I just can't help it I I really can't it's it's I mean so Rob I really can't it's it's I mean so Rob I really can't it's it's I mean so Rob I think you were were were dead on uh with think you were were were dead on uh with think you were were were dead on uh with the with the whole concept around people the with the whole concept around people the with the whole concept around people understanding what it is that they are understanding what it is that they are understanding what it is that they are talking about Dimitri you were right I talking about Dimitri you were right I talking about Dimitri you were right I mean it's when we're when we're throwing mean it's when we're when we're throwing mean it's when we're when we're throwing terms out like you know the cloud cloud terms out like you know the cloud cloud terms out like you know the cloud cloud first and and all of these other things first and and all of these other things first and and all of these other things have a conversation with somebody that have a conversation with somebody that have a conversation with somebody that has actually built something in the has actually built something in the has actually built something in the cloud and ask them why why did you go cloud and ask them why why did you go cloud and ask them why why did you go that route and if they cannot tell you that route and if they cannot tell you that route and if they cannot tell you well I did it because of this I did it well I did it because of this I did it well I did it because of this I did it because of that and I did it because of because of that and I did it because of because of that and I did it because of this then clearly they they just jumped this then clearly they they just jumped this then clearly they they just jumped on the the hpe train and said I'm going on the the hpe train and said I'm going on the the hpe train and said I'm going to land at my destination because I can to land at my destination because I can to land at my destination because I can guarantee you can ask anyone on on my guarantee you can ask anyone on on my guarantee you can ask anyone on on my team why we are building in the cloud team why we are building in the cloud team why we are building in the cloud first they will tell you the number one first they will tell you the number one first they will tell you the number one thing that we are that we are driven by thing that we are that we are driven by thing that we are that we are driven by is cost to is cost to is cost to operate that's what it is what is and go

operate that's what it is what is and go operate that's what it is what is and go and ask some of these companies your and ask some of these companies your and ask some of these companies your Opex say that say it again Pete your Opex say that say it again Pete your Opex say that say it again Pete your Opex right your operational costs yes Opex right your operational costs yes Opex right your operational costs yes talk to some of these companies and ask talk to some of these companies and ask talk to some of these companies and ask them what's your what's your operational them what's your what's your operational them what's your what's your operational cost they can't tell you you know why cost they can't tell you you know why cost they can't tell you you know why because it's it's it's conflated and because it's it's it's conflated and because it's it's it's conflated and Blended and mixed up with a bunch of Blended and mixed up with a bunch of Blended and mixed up with a bunch of other things they can't tell you what other things they can't tell you what other things they can't tell you what the cost to operate their solution is oh the cost to operate their solution is oh the cost to operate their solution is oh yeah no that's a great Point dude that yeah no that's a great Point dude that yeah no that's a great Point dude that that is a really really great Point that is a really really great Point that is a really really great Point that's why all this like fop stuff is that's why all this like fop stuff is that's why all this like fop stuff is such a important emerging such a important emerging such a important emerging thing and where you do have to I mean if thing and where you do have to I mean if thing and where you do have to I mean if you are positioning Solutions in a you are positioning Solutions in a you are positioning Solutions in a certain way you just have to be certain way you just have to be certain way you just have to be mindful um of the the perception of the mindful um of the the perception of the mindful um of the the perception of the economics and where things meet and economics and where things meet and economics and where things meet and balance is going to change right um that balance is going to change right um that balance is going to change right um that that that that's what's happening right that that that's what's happening right that that that's what's happening right now uh as you see sort of this pendulum now uh as you see sort of this pendulum now uh as you see sort of this pendulum as Hawk puts it moving the other way as Hawk puts it moving the other way as Hawk puts it moving the other way people are just becoming aware they and people are just becoming aware they and people are just becoming aware they and nobody wanted to give them the nobody wanted to give them the nobody wanted to give them the visibility before and um I don't know it visibility before and um I don't know it visibility before and um I don't know it it all the stuff is going to change uh it all the stuff is going to change uh it all the stuff is going to change uh the perception is going to change is the perception is going to change is the perception is going to change is going to be interesting you know how all going to be interesting you know how all going to be interesting you know how all this stuff works out but the way that this stuff works out but the way that this stuff works out but the way that people were talking about quote unquote people were talking about quote unquote people were talking about quote unquote compute and how you deploy where you compute and how you deploy where you compute and how you deploy where you deploy uh why you deploy that's that's I deploy uh why you deploy that's that's I deploy uh why you deploy that's that's I think going to be shifting and I I think think going to be shifting and I I think think going to be shifting and I I think what Hawk said last night was funny as

what Hawk said last night was funny as what Hawk said last night was funny as hell hell hell [Laughter] [Laughter] [Laughter] there was so much truth into it it it there was so much truth into it it it there was so much truth into it it it and it annoyed the the crap out of a lot and it annoyed the the crap out of a lot and it annoyed the the crap out of a lot of people I'm sure but I'm sure it makes of people I'm sure but I'm sure it makes of people I'm sure but I'm sure it makes all the oems go yes thank all the oems go yes thank all the oems go yes thank you yeah you know right exactly how you yeah you know right exactly how you yeah you know right exactly how would you guys advise VMware today with would you guys advise VMware today with would you guys advise VMware today with you know obviously they're betting on you know obviously they're betting on you know obviously they're betting on cloud foundation and private cloud and cloud foundation and private cloud and cloud foundation and private cloud and remember folks a private Cloud doesn't remember folks a private Cloud doesn't remember folks a private Cloud doesn't mean traditional it with servers and mean traditional it with servers and mean traditional it with servers and stuff it means it behaves like a real stuff it means it behaves like a real stuff it means it behaves like a real hyperscale Cloud but it's on Prem kind hyperscale Cloud but it's on Prem kind hyperscale Cloud but it's on Prem kind of like hyperon convergence of like hyperon convergence of like hyperon convergence infrastructure point and click to infrastructure point and click to infrastructure point and click to because always said we don't have enough because always said we don't have enough because always said we don't have enough it people anymore it people anymore it people anymore ands and so I like the word composable ands and so I like the word composable ands and so I like the word composable cloud I like composable Cloud better cloud I like composable Cloud better cloud I like composable Cloud better than private Cloud yeah but because than private Cloud yeah but because than private Cloud yeah but because people love that web dashboard they get people love that web dashboard they get people love that web dashboard they get with Azure and AWS and you just click with Azure and AWS and you just click with Azure and AWS and you just click here and spin up different services and here and spin up different services and here and spin up different services and they want that on PR and they don't want they want that on PR and they don't want they want that on PR and they don't want people running around or I got to go buy people running around or I got to go buy people running around or I got to go buy a server every time I need ad scale and a server every time I need ad scale and a server every time I need ad scale and so so so VMware virtualization and hypervisors VMware virtualization and hypervisors VMware virtualization and hypervisors became a commodity technology a long became a commodity technology a long became a commodity technology a long long long long time ago and now VMware long long long time ago and now VMware long long long time ago and now VMware was the Pioneer no doubt about it and a was the Pioneer no doubt about it and a was the Pioneer no doubt about it and a lot of people jumped on board but today lot of people jumped on board but today lot of people jumped on board but today they're in a commodity world and so how they're in a commodity world and so how they're in a commodity world and so how would you advise them to be relevant would you advise them to be relevant would you advise them to be relevant against you know hyperscalers or against you know hyperscalers or against you know hyperscalers or anything anything anything else uh don't do it

else uh don't do it else uh don't do it you think they should just shut it down you think they should just shut it down you think they should just shut it down that don't do it don't do it I mean PE that don't do it don't do it I mean PE that don't do it don't do it I mean PE you see this all the time people jump in you see this all the time people jump in you see this all the time people jump in right all right it business is vicious right all right it business is vicious right all right it business is vicious out there today right I mean it's it out there today right I mean it's it out there today right I mean it's it it's not doggy dog it's literally little it's not doggy dog it's literally little it's not doggy dog it's literally little fish big fish and you know the Meg fish big fish and you know the Meg fish big fish and you know the Meg coming to eat your ass up is going to coming to eat your ass up is going to coming to eat your ass up is going to happen so I mean I mean don't do it happen so I mean I mean don't do it happen so I mean I mean don't do it that's not your that's not your that's not your space that is not your space what the space that is not your space what the space that is not your space what the hell makes you think that you can hell makes you think that you can hell makes you think that you can actually pull this off in any way actually pull this off in any way actually pull this off in any way scalable functional I mean you're just scalable functional I mean you're just scalable functional I mean you're just transferring you are you are taking transferring you are you are taking transferring you are you are taking money out of your left pocket and put it money out of your left pocket and put it money out of your left pocket and put it in your right your cost is not going in your right your cost is not going in your right your cost is not going away it is just changing yeah yeah yeah I'm Atway pitch changing yeah yeah yeah I'm Atway pitch it's mesra Cloud Foundry to me there was it's mesra Cloud Foundry to me there was it's mesra Cloud Foundry to me there was a lot of buz about that like 10 years a lot of buz about that like 10 years a lot of buz about that like 10 years ago all this open thing and G ped a ton ago all this open thing and G ped a ton ago all this open thing and G ped a ton of lot of stupid money into it yeah of lot of stupid money into it yeah of lot of stupid money into it yeah where is it right now I mean so the the where is it right now I mean so the the where is it right now I mean so the the point is so technology exists if you point is so technology exists if you point is so technology exists if you want a cloud independent take a cloud want a cloud independent take a cloud want a cloud independent take a cloud funder it stack and implement it funder it stack and implement it funder it stack and implement it whatever in new Data Center and you have whatever in new Data Center and you have whatever in new Data Center and you have it so why why if that thing disappear it so why why if that thing disappear it so why why if that thing disappear there's probably an economic reason for there's probably an economic reason for there's probably an economic reason for it yeah no I mean uh bill I mean you it yeah no I mean uh bill I mean you it yeah no I mean uh bill I mean you have you have a good point I think have you have a good point I think have you have a good point I think that's that's that's why um like I I think you reacted last

why um like I I think you reacted last why um like I I think you reacted last week about VMware right just freaking go week about VMware right just freaking go week about VMware right just freaking go to Red Hat um I think I think um hackin to Red Hat um I think I think um hackin to Red Hat um I think I think um hackin is going to be fine with that let's just is going to be fine with that let's just is going to be fine with that let's just go we're going to keep core of highs go we're going to keep core of highs go we're going to keep core of highs scale um clients where we can go and do scale um clients where we can go and do scale um clients where we can go and do make this kind of thing happen for large make this kind of thing happen for large make this kind of thing happen for large Enterprises right enable going be okay Enterprises right enable going be okay Enterprises right enable going be okay with that so like if you told a customer with that so like if you told a customer with that so like if you told a customer go with open shift open go with open shift open go with open shift open stack stack stack yeah I'm telling you if if he's okay yeah I'm telling you if if he's okay yeah I'm telling you if if he's okay with that yeah I mean I I guess I guess with that yeah I mean I I guess I guess with that yeah I mean I I guess I guess I mean if his employment agreement has I mean if his employment agreement has I mean if his employment agreement has him a big payout if he gets asked him a big payout if he gets asked him a big payout if he gets asked Partners I mean you know we talk about Partners I mean you know we talk about Partners I mean you know we talk about sometimes here it's like sometimes um sometimes here it's like sometimes um sometimes here it's like sometimes um you know um not all all money is good you know um not all all money is good you know um not all all money is good money right yeah no not all money is money right yeah no not all money is money right yeah no not all money is good money but what he's talking about good money but what he's talking about good money but what he's talking about there's a hard there's a hard there's a hard pivot oh yeah but you know maybe that's pivot oh yeah but you know maybe that's pivot oh yeah but you know maybe that's what it takes for him to get to make what it takes for him to get to make what it takes for him to get to make this work but if we took if we just this work but if we took if we just this work but if we took if we just assumed he kept things status quo I assumed he kept things status quo I assumed he kept things status quo I totally agree with you the stuff doesn't totally agree with you the stuff doesn't totally agree with you the stuff doesn't scale on the long tail so you got to scale on the long tail so you got to scale on the long tail so you got to focus on the fat piece right I focus on the fat piece right I focus on the fat piece right I mean that I mean that's how I'm looking mean that I mean that's how I'm looking mean that I mean that's how I'm looking at it I'm not disputing that you have to at it I'm not disputing that you have to at it I'm not disputing that you have to do something I just think that I just do something I just think that I just do something I just think that I just think that you know I guess my my think that you know I guess my my think that you know I guess my my question would be I'd be the guy in the question would be I'd be the guy in the question would be I'd be the guy in the room raising my hand going uh I don't

room raising my hand going uh I don't room raising my hand going uh I don't get it yeah uh exactly and and to the get it yeah uh exactly and and to the get it yeah uh exactly and and to the when he chops off the longtail that's when he chops off the longtail that's when he chops off the longtail that's exactly what how everybody on that other exactly what how everybody on that other exactly what how everybody on that other side the longside is going to react to side the longside is going to react to side the longside is going to react to it do you know what I'm saying yeah you it do you know what I'm saying yeah you it do you know what I'm saying yeah you know you know when I was listening to know you know when I was listening to know you know when I was listening to his uh you his his keynote meant a lot his uh you his his keynote meant a lot his uh you his his keynote meant a lot to me man there's a lot of stuff that to me man there's a lot of stuff that to me man there's a lot of stuff that just kind of came together in what he's just kind of came together in what he's just kind of came together in what he's talking about but there's one thing that talking about but there's one thing that talking about but there's one thing that that you also perceived uh through that that you also perceived uh through that that you also perceived uh through that presentation is like man this guy is presentation is like man this guy is presentation is like man this guy is brutal he knows what it takes to to make brutal he knows what it takes to to make brutal he knows what it takes to to make something work and he will do that something work and he will do that something work and he will do that against everyone's doubts and against everyone's doubts and against everyone's doubts and skepticisms and maybe even um com I mean skepticisms and maybe even um com I mean skepticisms and maybe even um com I mean definitely Comfort level for that for definitely Comfort level for that for definitely Comfort level for that for that I applaud him because it it takes that I applaud him because it it takes that I applaud him because it it takes it takes some intestinal fortitude and it takes some intestinal fortitude and it takes some intestinal fortitude and some coonies to actually stand up to the some coonies to actually stand up to the some coonies to actually stand up to the better the the better majority and say better the the better majority and say better the the better majority and say you guys are all wrong I'm right yeah you guys are all wrong I'm right yeah you guys are all wrong I'm right yeah and this is the direction we're going and this is the direction we're going and this is the direction we're going and sure we're going to lose some in the and sure we're going to lose some in the and sure we're going to lose some in the short term but we're going to gain big short term but we're going to gain big short term but we're going to gain big in the long yeah CU he did that with the in the long yeah CU he did that with the in the long yeah CU he did that with the partners last year now he's I think partners last year now he's I think partners last year now he's I think doing it with the customers just to keep doing it with the customers just to keep doing it with the customers just to keep that business solid and a scaling engine that business solid and a scaling engine that business solid and a scaling engine for what he's what they're looking at for what he's what they're looking at for what he's what they're looking at doing with this uh you know um priv doing with this uh you know um priv doing with this uh you know um priv you're you're placing a bet before the you're you're placing a bet before the you're you're placing a bet before the horses are in the before the horses are

horses are in the before the horses are horses are in the before the horses are but with this big customers where he's but with this big customers where he's but with this big customers where he's going the fat tail the fat part of the going the fat tail the fat part of the going the fat tail the fat part of the tail he's banking on that and that's tail he's banking on that and that's tail he's banking on that and that's more than good enough he's cutting off more than good enough he's cutting off more than good enough he's cutting off the Bad Business do you know what I'm the Bad Business do you know what I'm the Bad Business do you know what I'm saying the non-scalable stuff the stuff saying the non-scalable stuff the stuff saying the non-scalable stuff the stuff that doesn't fit his strategy and it's that doesn't fit his strategy and it's that doesn't fit his strategy and it's going to piss a lot of people off going to piss a lot of people off going to piss a lot of people off because people pissed off right now because people pissed off right now because people pissed off right now numerically the yeah and numerically the yeah and numerically the yeah and look at look at his business man it's look at look at his business man it's look at look at his business man it's freaking ridiculous right it's all over freaking ridiculous right it's all over freaking ridiculous right it's all over the place but it's all in the critical the place but it's all in the critical the place but it's all in the critical spots that continue to scale and even on spots that continue to scale and even on spots that continue to scale and even on the you know if all this gen AI stuff the you know if all this gen AI stuff the you know if all this gen AI stuff goes south when it goes south he's going goes south when it goes south he's going goes south when it goes south he's going to be in a better position than everyone to be in a better position than everyone to be in a better position than everyone else that's in this silly geni game else that's in this silly geni game else that's in this silly geni game right when it goes sou right when it goes sou right when it goes sou oh it's just called the I just had some oh it's just called the I just had some oh it's just called the I just had some conversation yesterday people just don't conversation yesterday people just don't conversation yesterday people just don't know takes time it takes time for know takes time it takes time for know takes time it takes time for nonsense to to implode I wouldn't NE I nonsense to to implode I wouldn't NE I nonsense to to implode I wouldn't NE I wouldn't necessarily say that you would wouldn't necessarily say that you would wouldn't necessarily say that you would go th but it would find its place and go th but it would find its place and go th but it would find its place and it's going to be much smaller as find it's going to be much smaller as find it's going to be much smaller as find its level find its level hype will its level find its level hype will its level find its level hype will implode yes technology it is what it is implode yes technology it is what it is implode yes technology it is what it is there's definitely going to be a a there's definitely going to be a a there's definitely going to be a a residual um that is valuable and you residual um that is valuable and you residual um that is valuable and you know I saw a lot of it at hot chips know I saw a lot of it at hot chips know I saw a lot of it at hot chips earlier this week so you I can see where earlier this week so you I can see where earlier this week so you I can see where certain things will stick and certain things will stick and certain things will stick and where we're going to see that residual where we're going to see that residual where we're going to see that residual advancement and it's all good stuff advancement and it's all good stuff advancement and it's all good stuff right yeah how much does that match the right yeah how much does that match the right yeah how much does that match the hype it doesn't well you can't yeah you

hype it doesn't well you can't yeah you hype it doesn't well you can't yeah you can't match the hype it can't there is a can't match the hype it can't there is a can't match the hype it can't there is a difference yeah I prefer I was gonna ask difference yeah I prefer I was gonna ask difference yeah I prefer I was gonna ask you Leonard I was I was gonna ask you at you Leonard I was I was gonna ask you at you Leonard I was I was gonna ask you at hot chips did you see some really hot chips did you see some really hot chips did you see some really interesting like more specialization of interesting like more specialization of interesting like more specialization of semiconductors to run different Ai semiconductors to run different Ai semiconductors to run different Ai workloads and stuff like as we went is workloads and stuff like as we went is workloads and stuff like as we went is that kind of the new that's the new that kind of the new that's the new that kind of the new that's the new hotness right is like very specific hotness right is like very specific hotness right is like very specific chips run very specific model chips run very specific model chips run very specific model architecture you know what it's funny architecture you know what it's funny architecture you know what it's funny man these are a lot of these are like man these are a lot of these are like man these are a lot of these are like freaking crypto mining pivots dude these freaking crypto mining pivots dude these freaking crypto mining pivots dude these are like accelerators that people were are like accelerators that people were are like accelerators that people were designing for like mining crypto they're designing for like mining crypto they're designing for like mining crypto they're just pivoting it and try to make them just pivoting it and try to make them just pivoting it and try to make them optimized for tweaked and optimized for optimized for tweaked and optimized for optimized for tweaked and optimized for Transformers right so yes they are going Transformers right so yes they are going Transformers right so yes they are going very very very specific and um but there there you know specific and um but there there you know specific and um but there there you know the problem is is uh the software stack the problem is is uh the software stack the problem is is uh the software stack um um um uh and you know the interconnect stuff uh and you know the interconnect stuff uh and you know the interconnect stuff is becoming is much more important now is becoming is much more important now is becoming is much more important now and something and something and something that is a lagging discussion item that is a lagging discussion item that is a lagging discussion item because people are bot fix on GPU GPU because people are bot fix on GPU GPU because people are bot fix on GPU GPU GPU GPU TPU GPU and then um they don't GPU GPU TPU GPU and then um they don't GPU GPU TPU GPU and then um they don't even know what a GPU is and how it's even know what a GPU is and how it's even know what a GPU is and how it's being referred being referred being referred to and what it actually takes to create to and what it actually takes to create to and what it actually takes to create a let's say a um um a massive Uber scale a let's say a um um a massive Uber scale a let's say a um um a massive Uber scale quote unquote GPU which is like an quote unquote GPU which is like an quote unquote GPU which is like an entire you know gb200 mvl entire you know gb200 mvl entire you know gb200 mvl 72 cluster that's a GPU but it looks

72 cluster that's a GPU but it looks 72 cluster that's a GPU but it looks nothing like a GPU and it's definitely nothing like a GPU and it's definitely nothing like a GPU and it's definitely not the chip so there's like all this not the chip so there's like all this not the chip so there's like all this confusion that's going on I had some confusion that's going on I had some confusion that's going on I had some interesting conversations about you know interesting conversations about you know interesting conversations about you know the perception and how it's totally the perception and how it's totally the perception and how it's totally twisted and it's fueling massive amounts twisted and it's fueling massive amounts twisted and it's fueling massive amounts of commun you know confusion in in the of commun you know confusion in in the of commun you know confusion in in the general public so technically what's general public so technically what's general public so technically what's going on is much different from the way going on is much different from the way going on is much different from the way that the public is perceiving things you that the public is perceiving things you that the public is perceiving things you know so saw some news that says one of know so saw some news that says one of know so saw some news that says one of Intel's board members resigned over Intel's board members resigned over Intel's board members resigned over differences on the plan to save Intel differences on the plan to save Intel differences on the plan to save Intel yeah although I think that board member yeah although I think that board member yeah although I think that board member was only on there for about two years so was only on there for about two years so was only on there for about two years so okay shorter term what the plan to save okay shorter term what the plan to save okay shorter term what the plan to save Vel Vel Vel make more chips I don't know fabbit make more chips I don't know fabbit make more chips I don't know fabbit fabbit and fabbit make more chips I fabbit and fabbit make more chips I fabbit and fabbit make more chips I don't know Fab I mean they came up with don't know Fab I mean they came up with don't know Fab I mean they came up with a plan a few years ago geopolitical a plan a few years ago geopolitical a plan a few years ago geopolitical event affecting Taiwan might help I event affecting Taiwan might help I event affecting Taiwan might help I don't don't don't know oh well that's what they say Intel Intel oh well that's what they say Intel Intel is too big to fail because they have to is too big to fail because they have to is too big to fail because they have to be there are the American Fab bet and be there are the American Fab bet and be there are the American Fab bet and they got eight billion already in the they got eight billion already in the they got eight billion already in the pocket on chips to build this Fab pocket on chips to build this Fab pocket on chips to build this Fab capability in the US and so that's their capability in the US and so that's their capability in the US and so that's their that's Pat's bet is to be the Fab be the that's Pat's bet is to be the Fab be the that's Pat's bet is to be the Fab be the be the Fab you know to rival tsmc and to be the Fab you know to rival tsmc and to be the Fab you know to rival tsmc and to mitigate risk and I and I think based on mitigate risk and I and I think based on mitigate risk and I and I think based on what you just said there a lot of people what you just said there a lot of people what you just said there a lot of people probably backed up the truck and have probably backed up the truck and have probably backed up the truck and have been loading up on really cheap price

been loading up on really cheap price been loading up on really cheap price Intel stock knowing too big to fail I Intel stock knowing too big to fail I Intel stock knowing too big to fail I think Pat is saying it's like another think Pat is saying it's like another think Pat is saying it's like another few years worth of investment before few years worth of investment before few years worth of investment before they really pay it off so P yeah I mean they really pay it off so P yeah I mean they really pay it off so P yeah I mean I think lot of this is just people just I think lot of this is just people just I think lot of this is just people just don't have a appetite or investors don't don't have a appetite or investors don't don't have a appetite or investors don't have an appetite for the long game and have an appetite for the long game and have an appetite for the long game and what Pat is playing he's burdened by the what Pat is playing he's burdened by the what Pat is playing he's burdened by the long game right and he the financials long game right and he the financials long game right and he the financials look bad compared to everybody else look bad compared to everybody else look bad compared to everybody else because of this commitment but if you're because of this commitment but if you're because of this commitment but if you're a US a US a US citizen um hey man um isn't this kind of citizen um hey man um isn't this kind of citizen um hey man um isn't this kind of important especially if we passed the important especially if we passed the important especially if we passed the chips act and you did all the stuff I chips act and you did all the stuff I chips act and you did all the stuff I mean you know yeah it's kind of mean you know yeah it's kind of mean you know yeah it's kind of important it's our Mone we gave our important it's our Mone we gave our important it's our Mone we gave our money to them yeah exactly and then but money to them yeah exactly and then but money to them yeah exactly and then but everyone is giving money to companies everyone is giving money to companies everyone is giving money to companies that are chasing science fiction right that are chasing science fiction right that are chasing science fiction right her that's true chasing her you would I her that's true chasing her you would I her that's true chasing her you would I would actually argue is much more than would actually argue is much more than would actually argue is much more than money and this is where the problem is money and this is where the problem is money and this is where the problem is because if you only the look at the because if you only the look at the because if you only the look at the monetary aspect you can make arguments monetary aspect you can make arguments monetary aspect you can make arguments that it might be most cost effective to that it might be most cost effective to that it might be most cost effective to run any way in there it's much more run any way in there it's much more run any way in there it's much more strategic I mean that's what I said strategic I mean that's what I said strategic I mean that's what I said geopolitical sovereignty level geopolitical sovereignty level geopolitical sovereignty level discussion that we we should be having discussion that we we should be having discussion that we we should be having here because we know we unfortunately here because we know we unfortunately here because we know we unfortunately don't live in a world when you can don't live in a world when you can don't live in a world when you can necessarily trust other powers to be the

necessarily trust other powers to be the necessarily trust other powers to be the S supplier of critical components of S supplier of critical components of S supplier of critical components of your Society oh yeah that's what it's your Society oh yeah that's what it's your Society oh yeah that's what it's all about I mean he's got basically they all about I mean he's got basically they all about I mean he's got basically they have 70% of the CPU Data Center business have 70% of the CPU Data Center business have 70% of the CPU Data Center business 80% of the P business building out like 80% of the P business building out like 80% of the P business building out like this Fab to rival the biggest Fab in the this Fab to rival the biggest Fab in the this Fab to rival the biggest Fab in the world and it just takes a lot of time world and it just takes a lot of time world and it just takes a lot of time money so and there there are some cyber money so and there there are some cyber money so and there there are some cyber security issues because you never know security issues because you never know security issues because you never know what and they've had misses too they had what and they've had misses too they had what and they've had misses too they had big misses too on some of the road map big misses too on some of the road map big misses too on some of the road map stuff but is there any be new company to stuff but is there any be new company to stuff but is there any be new company to compete with tsmc or because it's Bron compete with tsmc or because it's Bron compete with tsmc or because it's Bron to compare Intel with tsmc right Point to compare Intel with tsmc right Point to compare Intel with tsmc right Point yeah no man the different companies for yeah no man the different companies for yeah no man the different companies for sure definitely different but you know sure definitely different but you know sure definitely different but you know bbing is fabing though to a certain bbing is fabing though to a certain bbing is fabing though to a certain extent because Intel's gonna do The extent because Intel's gonna do The extent because Intel's gonna do The Foundry thing Foundry thing Foundry thing right yeah I mean maybe they SP maybe right yeah I mean maybe they SP maybe right yeah I mean maybe they SP maybe someday they spin off the CPU business someday they spin off the CPU business someday they spin off the CPU business or the chip business and they just be or the chip business and they just be or the chip business and they just be bads don't know yeah because I mean was bads don't know yeah because I mean was bads don't know yeah because I mean was that part of Pat's plan that he laid out that part of Pat's plan that he laid out that part of Pat's plan that he laid out a couple years ago part of it we're a couple years ago part of it we're a couple years ago part of it we're gonna build chips for everybody else and gonna build chips for everybody else and gonna build chips for everybody else and yeah we need to do arm chips right yeah yeah we need to do arm chips right yeah yeah we need to do arm chips right yeah yeah yeah tot they did a deal with yeah yeah tot they did a deal with yeah yeah tot they did a deal with Qualcomm they did a deal with you know Qualcomm they did a deal with you know Qualcomm they did a deal with you know they did lots of deals to faab chips for they did lots of deals to faab chips for they did lots of deals to faab chips for Lots suppliers which would make sense Lots suppliers which would make sense Lots suppliers which would make sense you wouldn't want to Soul Source your you wouldn't want to Soul Source your you wouldn't want to Soul Source your Fab on just Fab on just Fab on just his but that's you the problem is is all his but that's you the problem is is all his but that's you the problem is is all that is like lagging Edge stuff like that is like lagging Edge stuff like that is like lagging Edge stuff like mature node stuff that's not Leading mature node stuff that's not Leading mature node stuff that's not Leading Edge and the problem Edge and the problem Edge and the problem is you you know they don't have a is you you know they don't have a is you you know they don't have a Leading Edge customer until 18a and

Leading Edge customer until 18a and Leading Edge customer until 18a and that's Intel you know that's like the that's Intel you know that's like the that's Intel you know that's like the product teams coming back and product teams coming back and product teams coming back and um yeah you know this thing thing is all um yeah you know this thing thing is all um yeah you know this thing thing is all kind of messed up in a way and it's also kind of messed up in a way and it's also kind of messed up in a way and it's also a sober reminder that advanced economies a sober reminder that advanced economies a sober reminder that advanced economies like the UN us subsidies have a like the UN us subsidies have a like the UN us subsidies have a different effect like industrial different effect like industrial different effect like industrial subsidies uh have different effects than subsidies uh have different effects than subsidies uh have different effects than let's say emerging or developing let's say emerging or developing let's say emerging or developing economies right they get a hell of a lot economies right they get a hell of a lot economies right they get a hell of a lot more leverage out of that and there's a more leverage out of that and there's a more leverage out of that and there's a different purpose in that than for different purpose in that than for different purpose in that than for countries you know economies like us and countries you know economies like us and countries you know economies like us and industries um like the semiconductor industries um like the semiconductor industries um like the semiconductor industry where the United States industry where the United States industry where the United States actually is technologically way more actually is technologically way more actually is technologically way more advanced than everybody advanced than everybody advanced than everybody else um and except else um and except else um and except for H except for for H except for for H except for [Laughter] [Laughter] [Laughter] Cal some sending love to mark but but Cal some sending love to mark but but Cal some sending love to mark but but maybe Europe is going to invest or bet maybe Europe is going to invest or bet maybe Europe is going to invest or bet on risk five on risk five on risk five right oh right oh right oh I I I woulda that you I mean risk for Edge Stu woulda that you I mean risk for Edge Stu woulda that you I mean risk for Edge Stu yeah maybe it's an MCU replacement or yeah maybe it's an MCU replacement or yeah maybe it's an MCU replacement or cortex M alternative maybe cortex M alternative maybe cortex M alternative maybe but I mean Europe's already betting on but I mean Europe's already betting on but I mean Europe's already betting on regulations and stuff so you know why regulations and stuff so you know why regulations and stuff so you know why not risk not risk not risk five I would say I would say that uh five I would say I would say that uh five I would say I would say that uh Europe stick with arm and all the other

Europe stick with arm and all the other Europe stick with arm and all the other other Western you know the biggest other Western you know the biggest other Western you know the biggest beneficiary of uh risk five ironically beneficiary of uh risk five ironically beneficiary of uh risk five ironically is China not not everybody else risk is China not not everybody else risk is China not not everybody else risk five is the Android of semiconductors yeah this is scary come semiconductors yeah this is scary come get it come and get it yeah open yeah get it come and get it yeah open yeah get it come and get it yeah open yeah and it's Global yeah I mean risk 5 and it's Global yeah I mean risk 5 and it's Global yeah I mean risk 5 International during the Trump uh ad you International during the Trump uh ad you International during the Trump uh ad you know Administration moved to know Administration moved to know Administration moved to Switzerland we mentioned this on iot Switzerland we mentioned this on iot Switzerland we mentioned this on iot coffee this is why you have to listen to coffee this is why you have to listen to coffee this is why you have to listen to iot Coffee we drop that's right crazy iot Coffee we drop that's right crazy iot Coffee we drop that's right crazy stuff get all the good chocolate they stuff get all the good chocolate they stuff get all the good chocolate they got all the good chocolate don't know i' got all the good chocolate don't know i' got all the good chocolate don't know i' have to have to have to say very self- serving it's very self- say very self- serving it's very self- say very self- serving it's very self- serving but this conversation we've had serving but this conversation we've had serving but this conversation we've had for the last hour is probably one of the for the last hour is probably one of the for the last hour is probably one of the best deepest the analysis on best deepest the analysis on best deepest the analysis on semiconductors private Cloud all that semiconductors private Cloud all that semiconductors private Cloud all that stuff any anybody no I'm serious this is stuff any anybody no I'm serious this is stuff any anybody no I'm serious this is pretty good stuff here uh Ser senior pretty good stuff here uh Ser senior pretty good stuff here uh Ser senior people listening to this be like oh my people listening to this be like oh my people listening to this be like oh my God I had no idea God I had no idea God I had no idea and it has nothing to do with iot but and it has nothing to do with iot but and it has nothing to do with iot but we're just gosh all they need to do is we're just gosh all they need to do is we're just gosh all they need to do is buy a shirt or a hoodie all it's our buy a shirt or a hoodie all it's our buy a shirt or a hoodie all it's our Collective perspective there you go our composed perspective it's use a go our composed perspective it's use a mod term misguided we're not imposable mod term misguided we're not imposable mod term misguided we're not imposable misguided misguided misguided perspective I know but I I can I can see

perspective I know but I I can I can see perspective I know but I I can I can see the future of a the elite analyst firm the future of a the elite analyst firm the future of a the elite analyst firm coming out of this group with this coming out of this group with this coming out of this group with this Collective perspective because man this Collective perspective because man this Collective perspective because man this is some good stuff here yeah no it's I is some good stuff here yeah no it's I is some good stuff here yeah no it's I mean that's why this is so this is so mean that's why this is so this is so mean that's why this is so this is so cool right we we um we get to share some cool right we we um we get to share some cool right we we um we get to share some great perspective have great great perspective have great great perspective have great conversations and learn from each other conversations and learn from each other conversations and learn from each other so absolutely um I know and it's just so so absolutely um I know and it's just so so absolutely um I know and it's just so funny it's like uh you know one of our funny it's like uh you know one of our funny it's like uh you know one of our favorite trolls on LinkedIn you know favorite trolls on LinkedIn you know favorite trolls on LinkedIn you know he's like well you know a lot of U um he's like well you know a lot of U um he's like well you know a lot of U um so-called iot experts on YouTube doing so-called iot experts on YouTube doing so-called iot experts on YouTube doing all that stuff other you know rather all that stuff other you know rather all that stuff other you know rather than coding and building it's like than coding and building it's like than coding and building it's like look you know what we're giving back I look you know what we're giving back I look you know what we're giving back I mean you know you know how much I mean you know you know how much I mean you know you know how much I charge to provide some of this kind of charge to provide some of this kind of charge to provide some of this kind of insight and I'm doing it for fun it's insight and I'm doing it for fun it's insight and I'm doing it for fun it's giving back you know $600 an hour yeah giving back you know $600 an hour yeah giving back you know $600 an hour yeah yeah well you know what hey who would yeah well you know what hey who would yeah well you know what hey who would pay us to pay us to pay us to code and does design a freaking iot code and does design a freaking iot code and does design a freaking iot device it pay Mark to code I don't know we you know been there done I don't know we you know been there done that other things right right Rob and that other things right right Rob and that other things right right Rob and anyway Co coding is over because it's anyway Co coding is over because it's anyway Co coding is over because it's all going to be done by gen now so you all going to be done by gen now so you all going to be done by gen now so you be able to articulate ideas like we do be able to articulate ideas like we do be able to articulate ideas like we do so that your code does what it's so that your code does what it's so that your code does what it's supposed to do or you'll be obsolete so supposed to do or you'll be obsolete so supposed to do or you'll be obsolete so no man no seriously hats off to all the no man no seriously hats off to all the no man no seriously hats off to all the people who are coding now you eventually

people who are coding now you eventually people who are coding now you eventually you know uh you'll eventually get you know uh you'll eventually get you know uh you'll eventually get promoted and you won't be coding and promoted and you won't be coding and promoted and you won't be coding and you'll be doing YouTube videos like you'll be doing YouTube videos like you'll be doing YouTube videos like us at some point I remember like 300 us at some point I remember like 300 us at some point I remember like 300 episodes ago that we were uh I was episodes ago that we were uh I was episodes ago that we were uh I was mentioning this case where the these mentioning this case where the these mentioning this case where the these Japanese people who were checking the Japanese people who were checking the Japanese people who were checking the gas meters they were installing the gas meters they were installing the gas meters they were installing the digital gas meters so that was their digital gas meters so that was their digital gas meters so that was their last visit to that house so probably no last visit to that house so probably no last visit to that house so probably no developers will go the last time that developers will go the last time that developers will go the last time that actually improve co-pilot you'll type the last bracket co-pilot you'll type the last bracket and then it's all words no more sys and then it's all words no more sys and then it's all words no more sys anymore I know a lot of people have been anymore I know a lot of people have been anymore I know a lot of people have been using gener of AI to help him code a using gener of AI to help him code a using gener of AI to help him code a good friend of mine who lives up in good friend of mine who lives up in good friend of mine who lives up in Whistler like where you go Whistler like where you go Whistler like where you go skiing yeah he's been he's been using skiing yeah he's been he's been using skiing yeah he's been he's been using curser he said it's curser he said it's curser he said it's great his his coding life had kind of great his his coding life had kind of great his his coding life had kind of trailed off a bit and he's like he goes trailed off a bit and he's like he goes trailed off a bit and he's like he goes I'm back in it now using cursor and I'm I'm back in it now using cursor and I'm I'm back in it now using cursor and I'm cranking out you know it's actually cranking out you know it's actually cranking out you know it's actually on my two duties to look at it so we on my two duties to look at it so we on my two duties to look at it so we should probably talk about it in a few should probably talk about it in a few should probably talk about it in a few weeks once we weeks once we weeks once we have absolutely you know tell cursor to have absolutely you know tell cursor to have absolutely you know tell cursor to build you a digital build you a digital build you a digital twin yeah but you know I'm sure it TW do twin yeah but you know I'm sure it TW do twin yeah but you know I'm sure it TW do better at what many other people would better at what many other people would better at what many other people would answer if you ask them what is a digital answer if you ask them what is a digital answer if you ask them what is a digital tweet you know but the thing is is you tweet you know but the thing is is you tweet you know but the thing is is you still need to know what to prompt these still need to know what to prompt these still need to know what to prompt these things with right and that takes some

things with right and that takes some things with right and that takes some experience and you know I'm always experience and you know I'm always experience and you know I'm always concerned that you're going to have concerned that you're going to have concerned that you're going to have whole generations of people who don't whole generations of people who don't whole generations of people who don't know how to ask know how to ask know how to ask questions so you can have all this questions so you can have all this questions so you can have all this coding knowledge all this stuff in these coding knowledge all this stuff in these coding knowledge all this stuff in these llms and nobody to actually ask any llms and nobody to actually ask any llms and nobody to actually ask any intelligent or good questions or know intelligent or good questions or know intelligent or good questions or know how to ask questions to make things how to ask questions to make things how to ask questions to make things happen yeah critical thinking you guys happen yeah critical thinking you guys happen yeah critical thinking you guys can do it because I mean we can do it can do it because I mean we can do it can do it because I mean we can do it because we we have we have the because we we have we have the because we we have we have the background we had to we had to code we background we had to we had to code we background we had to we had to code we had to develop we had to build things had to develop we had to build things had to develop we had to build things but if you've never had that experience but if you've never had that experience but if you've never had that experience how do you ask these things to do um how do you ask these things to do um how do you ask these things to do um anything useful yeah and that's only the anything useful yeah and that's only the anything useful yeah and that's only the first level because the second level we first level because the second level we first level because the second level we all know that whenever you use gen is all know that whenever you use gen is all know that whenever you use gen is you ask a question you get an answer you ask a question you get an answer you ask a question you get an answer then you need to apply some critical then you need to apply some critical then you need to apply some critical judgment on the answer yeah otherwise judgment on the answer yeah otherwise judgment on the answer yeah otherwise some critical judgment on the code when some critical judgment on the code when some critical judgment on the code when those things going to start spinning you those things going to start spinning you those things going to start spinning you thousands of lines of code are you going thousands of lines of code are you going thousands of lines of code are you going to read the lines of code understand to read the lines of code understand to read the lines of code understand what they do and figure out what is the what they do and figure out what is the what they do and figure out what is the yeah do you know how to do you know how yeah do you know how to do you know how yeah do you know how to do you know how to test do you know how to validate do to test do you know how to validate do to test do you know how to validate do you know how to you know do any of the you know how to you know do any of the you know how to you know do any of the are you competent enough to execute on are you competent enough to execute on are you competent enough to execute on any of those steps in the this new gen any of those steps in the this new gen any of those steps in the this new gen AI AI AI sdlc probably not you know and that sdlc probably not you know and that sdlc probably not you know and that that's like a freaking I mean tell that's like a freaking I mean tell that's like a freaking I mean tell seriously rob you don't think that seriously rob you don't think that seriously rob you don't think that that's a because it would be like those that's a because it would be like those that's a because it would be like those guys in Idiocracy you know that whole guys in Idiocracy you know that whole guys in Idiocracy you know that whole population having the most intelligent

population having the most intelligent population having the most intelligent llm in the llm in the llm in the world and not being able to ask an world and not being able to ask an world and not being able to ask an intelligent question so then this thing intelligent question so then this thing intelligent question so then this thing that is the Corpus of in human that is the Corpus of in human that is the Corpus of in human intelligence through the years is intelligence through the years is intelligence through the years is completely worthless because nobody can completely worthless because nobody can completely worthless because nobody can ask a a damn good ask a a damn good ask a a damn good question you know they go around you question you know they go around you question you know they go around you know trying to grow plants with know trying to grow plants with know trying to grow plants with Gatorade I think that's what Pete's Gatorade I think that's what Pete's Gatorade I think that's what Pete's doing right now outside yeah yeah I'm doing right now outside yeah yeah I'm doing right now outside yeah yeah I'm water in my garden with Gatorade hey I have a hot stop today Gatorade hey I have a hot stop today guys all right so out rob you want to do guys all right so out rob you want to do guys all right so out rob you want to do it all right all right thanks for it all right all right thanks for it all right all right thanks for joining us on the collective perspective joining us on the collective perspective joining us on the collective perspective I mean iot Coffee Talk uh where we I mean iot Coffee Talk uh where we I mean iot Coffee Talk uh where we talked about semiconductors and private talked about semiconductors and private talked about semiconductors and private clouds and the hype and is are things clouds and the hype and is are things clouds and the hype and is are things self-serving when CEOs say everybody's self-serving when CEOs say everybody's self-serving when CEOs say everybody's moving their workloads back to on Prem moving their workloads back to on Prem moving their workloads back to on Prem should you believe him or is it self- should you believe him or is it self- should you believe him or is it self- serving when Michael Dell says yeah he's serving when Michael Dell says yeah he's serving when Michael Dell says yeah he's right is it self-serving to buy moreel right is it self-serving to buy moreel right is it self-serving to buy moreel servers or is it you know legit I don't servers or is it you know legit I don't servers or is it you know legit I don't know but I think we're getting some good know but I think we're getting some good know but I think we're getting some good perspective here so that's a good thing perspective here so that's a good thing perspective here so that's a good thing um you know don't take us too seriously um you know don't take us too seriously um you know don't take us too seriously like when I say things like back up the like when I say things like back up the like when I say things like back up the truck and buy that cheap Intel stock and truck and buy that cheap Intel stock and truck and buy that cheap Intel stock and be in it for the long game don't take me be in it for the long game don't take me be in it for the long game don't take me seriously we're not giving advice here seriously we're not giving advice here seriously we're not giving advice here this is all entertainment when I said this is all entertainment when I said this is all entertainment when I said today is NVIDIA day and Society will

today is NVIDIA day and Society will today is NVIDIA day and Society will melt down if Nvidia doesn't beat and melt down if Nvidia doesn't beat and melt down if Nvidia doesn't beat and raise at the end of the day today I raise at the end of the day today I raise at the end of the day today I don't take it seriously you know leave don't take it seriously you know leave don't take it seriously you know leave that to Daniel Newman okay so uh you know thanks for coming okay so uh you know thanks for coming obviously ultimately this is all about obviously ultimately this is all about obviously ultimately this is all about charity and raising up kids you know charity and raising up kids you know charity and raising up kids you know lifting up our kids elevating our kids lifting up our kids elevating our kids lifting up our kids elevating our kids you know getting connected to the you know getting connected to the you know getting connected to the internet so that their minds can be internet so that their minds can be internet so that their minds can be scrambled by all the horrible stuff scrambled by all the horrible stuff scrambled by all the horrible stuff that's out there on the worldwide web I that's out there on the worldwide web I that's out there on the worldwide web I meant what I meant to say is actually so meant what I meant to say is actually so meant what I meant to say is actually so the kids can have access to online the kids can have access to online the kids can have access to online school like on Zoom or Google classrooms school like on Zoom or Google classrooms school like on Zoom or Google classrooms that's what I meant to say sorry sorry that's what I meant to say sorry sorry that's what I meant to say sorry sorry um and we're getting them connected and um and we're getting them connected and um and we're getting them connected and so it's all good we're making we're so it's all good we're making we're so it's all good we're making we're briding that digital divide in a real briding that digital divide in a real briding that digital divide in a real way we're not talking the talk and not way we're not talking the talk and not way we're not talking the talk and not walking the Walk we're doing it so walking the Walk we're doing it so walking the Walk we're doing it so anyway join us again next week I won't anyway join us again next week I won't anyway join us again next week I won't be here I'll be at a be here I'll be at a be here I'll be at a conference but somebody else will be conference but somebody else will be conference but somebody else will be hopefully yeah and much love I probably hopefully yeah and much love I probably hopefully yeah and much love I probably don't get the hearts on mine because I'm don't get the hearts on mine because I'm don't get the hearts on mine because I'm on a PC anyway no you don't yeah it's on a PC anyway no you don't yeah it's on a PC anyway no you don't yeah it's good we're out all right guys see you good we're out all right guys see you good we're out all right guys see you see you