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iOT Coffee Talk October 17, 2026 1h 2m

IoT Coffee Talk: Episode 335 - "Shift Pragmatic Left" (Derisking AI and IoT Nonsense)

Read full transcript 54 segments
  1. Yes. GOOD. GOOD. Much better than what AI Leonard would have done Much better than what AI Leonard would have done Much better than what AI Leonard would have done . . . Yeah. Yeah. Yeah. Yeah. It's true. AI Leonard would have played it It's true. AI Leonard would have played it safe. safe. Oh, [ __ ]. What happened? Oh, [ __ ]. What happened? Nothing. Do Nothing. Do Nothing. Do you hear that? you hear that? you hear that? Oh. Oh. We heard it. We heard it. I heard you say I heard you say I heard you say OK. OK. OK. We heard it. We heard it. We heard it. Welcome to IoT Coffee Talk. Alright Welcome to IoT Coffee Talk. Alright Welcome to IoT Coffee Talk. Alright . . Remember to Remember to take us seriously at your own risk take us seriously at your own risk take us seriously at your own risk and to take out and to take out and to take out insurance if you do. And be insurance if you do. And be insurance if you do. And be sure to buy sure to buy sure to buy Rob's Save the Universe with IoT box set. Is that Rob's Save the Universe with IoT box set. Is that Rob's Save the Universe with IoT box set. Is that it? The it? The it? The box. box. box. A commemorative box set already? A commemorative box set already? What was that thing? What was that thing? Yeah, it's a commemorative box Yeah, it's a commemorative box Yeah, it's a commemorative box embroidered with gold, you know, with all embroidered with gold, you know, with all embroidered with gold, you know, with all the figurines that go with it too. You the figurines that go with it too. You the figurines that go with it too. You probably didn't know that. probably didn't know that. probably didn't know that. Yeah, you probably didn't know that Yeah, you probably didn't know that Yeah, you probably didn't know that . It's a box of seeds of... . It's a box of seeds of... So you can, you can, you So you can, you can, you So you can, you can, you can spend your weekend painting can spend your weekend painting can spend your weekend painting the figurines. That's it...That's it. That's the figurines. That's it...That's it. That's the figurines. That's it...That's it. That's it. it. it. Perhaps he can have a Perhaps he can have a Perhaps he can have a board game.

  2. board game. board game. Yeah. Yeah, he should probably Yeah. Yeah, he should probably Yeah. Yeah, he should probably have a board game. have a board game. have a board game. Yeah. Are these figurines of the Yeah. Are these figurines of the Yeah. Are these figurines of the IoT adapters from the universe? That's IoT adapters from the universe? That's IoT adapters from the universe? That's it. it. it. It's like in The Settlers of Catan. It's like in The Settlers of Catan. It's like in The Settlers of Catan. So, we have Tom Hanks there. So, we have Tom Hanks there. So, we have Tom Hanks there. Yes. Yes. Yes. Yeah, and remember that all of this Yeah, and remember that all of this Yeah, and remember that all of this is for the communities. We are is for the communities. We are is for the communities. We are trying to raise them because they are trying to raise them because they are trying to raise them because they are really going to need to be really going to need to be really going to need to be raised because the water level is raised because the water level is raised because the water level is rising, isn't it? Especially on the rising, isn't it? Especially on the rising, isn't it? Especially on the coast. Eh coast. Eh coast. Eh ? ? ? What's going on in Southern California, What's going on in Southern California, What's going on in Southern California, man? man? man? Oh my god, we're sinking Oh my god, we're sinking Oh my god, we're sinking into the ocean. into the ocean. into the ocean. Wow, everyone Wow, everyone Wow, everyone too. And you know what? All too. And you know what? All too. And you know what? All billionaires like Larry Ellison billionaires like Larry Ellison billionaires like Larry Ellison are trying to sell their assets. are trying to sell their assets. are trying to sell their assets. $150 million homes in $150 million homes in $150 million homes in Fort Lauderdale or something like Fort Lauderdale or something like Fort Lauderdale or something like that, you know, in Florida, which will that, you know, in Florida, which will that, you know, in Florida, which will probably be underwater in about 10 probably be underwater in about 10 probably be underwater in about 10 years, so. years, so. years, so. Yeah, absolutely. I believe Miami Yeah, absolutely. I believe Miami Yeah, absolutely. I believe Miami already is. They've already built already is. They've already built already is. They've already built all of this because it's constantly all of this because it's constantly all of this because it's constantly flooding right now, so uh. flooding right now, so uh. flooding right now, so uh. Yeah. One of my friends showed me a Yeah. One of my friends showed me a Yeah. One of my friends showed me a picture of a fish in the street.

  3. picture of a fish in the street. Wow, my daughter sent me photos Wow, my daughter sent me photos of Newport Beach. And she could of Newport Beach. And she could of Newport Beach. And she could n't believe the main street n't believe the main street n't believe the main street was underwater. And it wasn't was underwater. And it wasn't was underwater. And it wasn't because of the rain or the floods because of the rain or the floods . It was just the ocean, just the . It was just the ocean, just the . It was just the ocean, just the swell. Yeah. swell. Yeah. swell. Yeah. When I first saw this When I first saw this When I first saw this , I thought it was generated , I thought it was generated , I thought it was generated by AI. by AI. by AI. Yeah. It seems like Yeah. It seems like Yeah. It seems like I didn't believe it. It's true. I didn't believe it. It's true. I didn't believe it. It's true. That's crazy. Yeah, I don't know what's going on That's crazy. Yeah, I don't know what's going on That's crazy. Yeah, I don't know what's going on , man. , man. , man. No, it's for real. Uh, there's a No, it's for real. Uh, there's a No, it's for real. Uh, there's a segment of the PCH or P...Yeah, segment of the PCH or P...Yeah, segment of the PCH or P...Yeah, the highway, Highway 1, that's about to the highway, Highway 1, that's about to the highway, Highway 1, that's about to collapse along collapse along collapse along Laguna. Laguna. It's true. That's It's true. That's the only way to get there. There are only the only way to get there. There are only the only way to get there. There are only two paths and this is one of them. two paths and this is one of them. two paths and this is one of them. It is one of the main arteries and It is one of the main arteries and God forbid, you God forbid, you may have to cross Laguna Niguel to get there may have to cross Laguna Niguel to get there may have to cross Laguna Niguel to get there . Oh my God. Horrible. . Oh my God. Horrible. . Oh my God. Horrible. Horrible neighborhood. I have pearls in my Horrible neighborhood. I have pearls in my Horrible neighborhood. I have pearls in my hands now. Yes. Oh my God.

  4. hands now. Yes. Oh my God. hands now. Yes. Oh my God. You know, Leonard, you need to stop You know, Leonard, you need to stop You know, Leonard, you need to stop saying that you take us seriously at saying that you take us seriously at saying that you take us seriously at our own risk. I think that's why our own risk. I think that's why our own risk. I think that's why we're we're we're not the number one podcast in the not the number one podcast in the not the number one podcast in the world, you're telling people not to world, you're telling people not to world, you're telling people not to take it seriously. take it seriously. Really ? So what do we say? It's the most important number one podcast It's the most important number one podcast on the planet. We're on the planet. We're on the planet. We're better than the guys who aim for the better than the guys who aim for the better than the guys who aim for the moon. We're better than the guys who moon. We're better than the guys who moon. We're better than the guys who give it their all. We beat Joe Rogan. give it their all. We beat Joe Rogan. give it their all. We beat Joe Rogan. Actually, yeah, yeah, okay. Alright Actually, yeah, yeah, okay. Alright Actually, yeah, yeah, okay. Alright . We're going to update our . We're going to update our . We're going to update our disclaimer now. disclaimer now. It's the best. It's the best. It's the best. It's the best. The best. The best. The best. Exactly. Exactly. Exactly. The best. What The best. What The best. What you're going to get here is fantastic. you're going to get here is fantastic. Yeah. Well Yeah. Well , they say that the most , they say that the most , they say that the most successful people are successful people are successful people are deliriously optimistic. deliriously optimistic. deliriously optimistic. Yes, that's true. It's true. Yes, that's true. It's true. Yes, that's true. It's true. Yeah, that's true. Yeah, that's true. Yeah, that's true. Yeah. Yeah. Yeah. He is completely in He is completely in He is completely in dreamland. Absolutely. dreamland. Absolutely. dreamland. Absolutely. What's up, Steve? What's up, Steve? What's up, Steve? How are you ? We live. People live How are you ? We live. People live How are you ? We live. People live in the water in Louisiana. You know, there's only in the water in Louisiana. You know, there's only in the water in Louisiana. You know, there's only water here.

  5. water here. water here. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah, we're Yeah, we're Yeah, we're not used to it being not used to it being not used to it being California. California. California. Louisiana, I imagine Louisiana, I imagine Louisiana, I imagine you've kind of adopted the you've kind of adopted the you've kind of adopted the landscape. It's really been like this for a landscape. It's really been like this for a landscape. It's really been like this for a long time. long time. long time. And then I think that in And then I think that in And then I think that in New Orleans too, isn't it, that New Orleans too, isn't it, that New Orleans too, isn't it, that New Orleans isn't New Orleans isn't New Orleans isn't below sea level? below sea level? below sea level? That's the case. There is a system of That's the case. There is a system of That's the case. There is a system of dikes. There is a system of dikes and dikes. There is a system of dikes and dikes. There is a system of dikes and a system of pumps. It was during the time a system of pumps. It was during the time a system of pumps. It was during the time of of of Katrina and all that, and it's a bit of a Katrina and all that, and it's a bit of a Katrina and all that, and it's a bit of a difficult landscape. difficult landscape. difficult landscape. Look at this. This is what Look at this. This is what Look at this. This is what cutting-edge computing looks like cutting-edge computing looks like cutting-edge computing looks like today. Are today. Are today. Are these your solar panels? That's what these your solar panels? That's what Steve built. During Steve built. During his co-Oh, his co-Oh, his co-Oh, no way. no way. no way. At the event we At the event we At the event we attended this week, man. attended this week, man. attended this week, man. Yeah, the LNG of America 2026 at Lake Yeah, the LNG of America 2026 at Lake Yeah, the LNG of America 2026 at Lake Charles, and that's our Edge. Charles, and that's our Edge. It's a great Edge. It's a great Edge. That's great. Some That's great. Some That's great. Some really weird stuff. really weird stuff. Oh. Oh. It's as if he were a mad scientist. It's as if he were a mad scientist.

  6. You know, it's hardcore. You You know, it's hardcore. You think you know what the Edge is. You don't think you know what the Edge is. You don't think you know what the Edge is. You don't know what Edge is. You don't know what Edge is. You don't know what Edge is. You don't know what Edge is. know what Edge is. know what Edge is. Exactly. You cannot Exactly. You cannot Exactly. You cannot bear the truth. bear the truth. bear the truth. Uh, Uh, Uh, exactly. exactly. exactly. Yeah. Yeah. Yeah. It was pretty cool. We had It was pretty cool. We had It was pretty cool. We had the opportunity to put it outside the opportunity to put it outside the opportunity to put it outside and kind of show it in and kind of show it in and kind of show it in action, and all these LNG executives action, and all these LNG executives action, and all these LNG executives from around the world gathered here in from around the world gathered here in from around the world gathered here in Lake Charles, and uh Lake Charles, and uh Steve, what does LNG stand for? Steve, what does LNG stand for? Liquefied natural gas. Liquefied natural gas. Liquefied natural gas. Ah. Ah. So basically, these two guys So basically, these two guys here have patented a way to here have patented a way to here have patented a way to bring it to minus 251° Fahrenheit, and bring it to minus 251° Fahrenheit, and bring it to minus 251° Fahrenheit, and you can turn it into a solid; you can turn it into a solid; you can turn it into a solid; And so, you can put an And so, you can put an And so, you can put an outrageous amount of it on a boat and outrageous amount of it on a boat and outrageous amount of it on a boat and send it to the other side of the world, and send it to the other side of the world, and send it to the other side of the world, and it's a great, it's a great, it's a great, cheap, and clean resource to share. cheap, and clean resource to share. Can you Can you make those little spherical ice cubes make those little spherical ice cubes make those little spherical ice cubes they have in the bar? Repeat it. they have in the bar? Repeat it. they have in the bar? Repeat it. Can you Can you Can you make these small spherical ice cubes? make these small spherical ice cubes? make these small spherical ice cubes? Oh, like where you are when you drink your Oh, like where you are when you drink your Oh, like where you are when you drink your scotch or bourbon? scotch or bourbon? scotch or bourbon? Yeah.

  7. Yeah. Yeah. That sort of thing. That sort of thing. That sort of thing. And you just need to turn it on gently. And you just need to turn it on gently. And you just need to turn it on gently. Yeah. Yeah. Yeah. There's always this debate about There's always this debate about There's always this debate about what's better, what's better, what's better, spherical ice cubes or large cubic ice cubes spherical ice cubes or large cubic ice cubes spherical ice cubes or large cubic ice cubes in your drink. And then there are the in your drink. And then there are the in your drink. And then there are the others, the people from Sonic Ice. others, the people from Sonic Ice. others, the people from Sonic Ice. Mhm. Mhm. Mhm. Uh, Chick-fil-A also has the same ice cream Uh, Chick-fil-A also has the same ice cream Uh, Chick-fil-A also has the same ice cream as Sonic, who is also very as Sonic, who is also very as Sonic, who is also very popular. popular. Mhm. Mhm. I don't know. I don't know. I don't know. I suppose one of the questions, I suppose one of the questions, I suppose one of the questions, Steve, is that you understand that Steve, is that you understand that Steve, is that you understand that LNG ends up in this LNG ends up in this LNG ends up in this frozen form, right? But what is frozen form, right? But what is frozen form, right? But what is the energy profile required to keep it the energy profile required to keep it the energy profile required to keep it frozen? frozen? That's very interesting. That's very interesting. So, uh, think about So, uh, think about So, uh, think about the most advanced terrestrial industrial process the most advanced terrestrial industrial process the most advanced terrestrial industrial process you can imagine. you can imagine. you can imagine. All right. All right. All right. And then they managed to And then they managed to And then they managed to build a maritime transport system build a maritime transport system build a maritime transport system that imitates it. So, to say that it's that imitates it. So, to say that it's that imitates it. So, to say that it's a boat is to say that it's a boat is to say that it's a boat is to say that it's a telephone. You see? It's a a telephone. You see? It's a a telephone. You see? It's a floating factory that keeps everything floating factory that keeps everything floating factory that keeps everything safe and cool. There is a lot of safe and cool. There is a lot of safe and cool. There is a lot of redundant equipment on board.

  8. redundant equipment on board. Yeah. But it's impressive. But it's impressive. Wow. Wow. Wow. But this facility is where we But this facility is where we But this facility is where we built a digital twin of this built a digital twin of this built a digital twin of this concrete factory, and that's where we concrete factory, and that's where we concrete factory, and that's where we now use these now use these now use these solar and cellular systems. They solar and cellular systems. They solar and cellular systems. They spent a billion dollars to spent a billion dollars to spent a billion dollars to build a wall 36 meters build a wall 36 meters build a wall 36 meters deep and 9 meters high so that they could deep and 9 meters high so that they could deep and 9 meters high so that they could operate this operate this operate this facility 24 hours a day, 7 days a week facility 24 hours a day, 7 days a week facility 24 hours a day, 7 days a week if necessary, even in the event if necessary, even in the event if necessary, even in the event of a hurricane. And when it is of a hurricane. And when it is of a hurricane. And when it is operational, it will generate between operational, it will generate between operational, it will generate between $200 and $400 million in $200 and $400 million in $200 and $400 million in revenue per day. And there are 14 of them under revenue per day. And there are 14 of them under revenue per day. And there are 14 of them under construction right now. construction right now. construction right now. Wow. Wow. Wow. Wow. Yeah. Wow. Yeah. Wow. Yeah. It's like a hurricane. It's like a hurricane. It's like a hurricane. That's really the case. That's really the case. That's really the case. Yeah. Yeah. Yeah. Yeah. As far as you can Yeah. As far as you can Yeah. As far as you can see, from one ocean to the other, there are see, from one ocean to the other, there are see, from one ocean to the other, there are cranes here. And then everything that cranes here. And then everything that cranes here. And then everything that happens with SpaceX is described as an happens with SpaceX is described as an happens with SpaceX is described as an equivalent building process equivalent building process equivalent building process over the next 10 years.

  9. over the next 10 years. over the next 10 years. They're building the data center They're building the data center They're building the data center there, aren't they? Isn't this the there, aren't they? Isn't this the there, aren't they? Isn't this the data center? data center? data center? Yes, there is a Facebook data center Yes, there is a Facebook data center Yes, there is a Facebook data center , Meta, is a... , Meta, is a... , Meta, is a... Yeah, Meta. Yeah, Meta. Yeah, Meta. A data center in the north. A data center in the north. A data center in the north. Probably the data center. Probably the data center. Probably the data center. This results in a high consumption This results in a high consumption This results in a high consumption of concrete. of concrete. of concrete. I see what you mean. I see what you mean. But even bigger than a But even bigger than a data center, I mean Steve, tell me, data center, I mean Steve, tell me, data center, I mean Steve, tell me, I mean they're going to build I mean they're going to build I mean they're going to build another starbase. another starbase. Yes, they're going to do 10 launches a Yes, they're going to do 10 launches a day here. day here. day here. Oh. Oh. Oh. Uh, a lot of rocket assembly Uh, a lot of rocket assembly Uh, a lot of rocket assembly in Houston, then they'll use the in Houston, then they'll use the in Houston, then they'll use the intercoastal canal to get intercoastal canal to get intercoastal canal to get parts here to Starbase, about 45 parts here to Starbase, about 45 parts here to Starbase, about 45 minutes east of Lake Charles, where minutes east of Lake Charles, where minutes east of Lake Charles, where I live. Uh, and they will build five I live. Uh, and they will build five I live. Uh, and they will build five launch pads capable of accommodating launch pads capable of accommodating launch pads capable of accommodating 10 launches per day. And so, even 10 launches per day. And so, even 10 launches per day. And so, even to say, and I'm curious to know to say, and I'm curious to know to say, and I'm curious to know what the payloads are, but what the payloads are, but what the payloads are, but I've already mentioned it, but right now I've already mentioned it, but right now I've already mentioned it, but right now , every day, a , every day, a , every day, a Starlink satellite falls from its orbit, doesn't it Starlink satellite falls from its orbit, doesn't it Starlink satellite falls from its orbit, doesn't it ? It's a low Earth orbit. ? It's a low Earth orbit. ? It's a low Earth orbit. You know, a business model. You know, a business model. You know, a business model. Isn't that right? You don't have as much Isn't that right? You don't have as much Isn't that right? You don't have as much time as if you were at 110,000 time as if you were at 110,000 time as if you were at 110,000 feet, you know, or something feet, you know, or something feet, you know, or something like that. And so, every day, like that. And so, every day, like that. And so, every day, more and more SpaceX satellites and more and more SpaceX satellites and more and more SpaceX satellites and other payloads are being launched into other payloads are being launched into other payloads are being launched into space. And so the more there are up there space. And so the more there are up there , the more there must be coming down , the more there must be coming down , the more there must be coming down and they must be and they must be and they must be replenished at a rate of five replenished at a rate of five replenished at a rate of five to ten launches per day.

  10. to ten launches per day. to ten launches per day. Wow. I heard that about 80% Wow. I heard that about 80% of what's up there now is of what's up there now is of what's up there now is like a SpaceX launch. like a SpaceX launch. like a SpaceX launch. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. That's Yeah. That's Yeah. That's crazy. crazy. crazy. Yeah. Yeah. Yeah. And now, they recently And now, they recently And now, they recently bought a bunch of bought a bunch of bought a bunch of phone bandwidth that was just there and never phone bandwidth that was just there and never phone bandwidth that was just there and never materialized. And so materialized. And so materialized. And so now, the guy could activate a now, the guy could activate a now, the guy could activate a telephone system with fairly high telephone system with fairly high telephone system with fairly high confidence, I think. confidence, I think. Pretty crazy. Pretty crazy. Yeah. Yeah. Yeah. I think that's a I think that's a I think that's a difficult question. I mean, Leonard difficult question. I mean, Leonard difficult question. I mean, Leonard knows more about telecoms than knows more about telecoms than knows more about telecoms than anyone, but it's like getting anyone, but it's like getting anyone, but it's like getting into the telephony sector, this into the telephony sector, this into the telephony sector, this connectivity sector, which is connectivity sector, which is connectivity sector, which is particularly important at the heart of particularly important at the heart of particularly important at the heart of the matter, but getting into the the matter, but getting into the the matter, but getting into the telephony sector, for you telephony sector, for you telephony sector, for you and me, is a whole different story. and me, is a whole different story. and me, is a whole different story. Yeah. This is Yeah. This is Yeah. This is probably a rather unprofitable sector probably a rather unprofitable sector probably a rather unprofitable sector , unless you already have the full , unless you already have the full , unless you already have the full return on investment from your return on investment from your return on investment from your infrastructure. So, I'm not infrastructure. So, I'm not infrastructure. So, I'm not optimistic that Elon will optimistic that Elon will optimistic that Elon will take control of the take control of the take control of the phone market anytime soon. I have, phone market anytime soon. I have, phone market anytime soon. I have, you know, a billion dollars burning a hole in my you know, a billion dollars burning a hole in my you know, a billion dollars burning a hole in my pocket, and what am pocket, and what am pocket, and what am I supposed to do? Oh, I'll just buy some I supposed to do? Oh, I'll just buy some I supposed to do? Oh, I'll just buy some 800 MHz bandwidth.

  11. 800 MHz bandwidth. 800 MHz bandwidth. It's easier to do. It's It's easier to do. It's It's easier to do. It's easier to buy a easier to buy a easier to buy a telecommunications operator, to be telecommunications operator, to be telecommunications operator, to be honest with you, than to buy honest with you, than to buy honest with you, than to buy spectrum and build everything from spectrum and build everything from spectrum and build everything from scratch. I mean, scratch. I mean, scratch. I mean, he could do it. he could do it. he could do it. Unless your ghost is so Unless your ghost is so Unless your ghost is so magical that it... Anyway, just my magical that it... Anyway, just my magical that it... Anyway, just my magical ghost. magical ghost. magical ghost. Magical specter, yeah. Magical specter, yeah. Magical specter, yeah. Magic. Magic. Magic. Yeah. Yeah. I suppose you all saw the I suppose you all saw the thing about launching things into thing about launching things into thing about launching things into space, the Tesla Roadster thing space, the Tesla Roadster thing space, the Tesla Roadster thing yesterday, and the little jets on it and all yesterday, and the little jets on it and all yesterday, and the little jets on it and all that. It looks pretty safe. that. It looks pretty safe. It also looked like AI. It also looked like AI. It looked exactly like AI. It looked exactly like AI. It looked exactly like AI. It's true. I mean, were there It's true. I mean, were there It's true. I mean, were there cables there in the dark? I don't know cables there in the dark? I don't know cables there in the dark? I don't know . I mean, you know, it was . I mean, you know, it was . I mean, you know, it was just, uh, yeah, it was just, uh, yeah, it was just, uh, yeah, it was interesting. It's a really good interesting. It's a really good interesting. It's a really good show. Like, if I were in Vegas, show. Like, if I were in Vegas, show. Like, if I were in Vegas, I'd say it was worth the I'd say it was worth the I'd say it was worth the $110 ticket or whatever I paid. $110 ticket or whatever I paid. $110 ticket or whatever I paid. Yeah, that's it. Yeah, that's it. Yeah, that's it. But, uh, I'm not sure about the But, uh, I'm not sure about the But, uh, I'm not sure about the driving... In fact, that's why we driving... In fact, that's why we driving... In fact, that's why we need self-driving cars, need self-driving cars, need self-driving cars, because no human should ever because no human should ever because no human should ever be behind the wheel of that thing.

  12. be behind the wheel of that thing. be behind the wheel of that thing. No. No. No. Uh, because this isn't going to Uh, because this isn't going to Uh, because this isn't going to end well. end well. end well. It would be like a It would be like a It would be like a Siegfried and Roy Vegas-style thing, wouldn't it? Siegfried and Roy Vegas-style thing, wouldn't it? Siegfried and Roy Vegas-style thing, wouldn't it? Exactly. Yeah, let the thing Exactly. Yeah, let the thing Exactly. Yeah, let the thing turn around, and then the tiger comes out, comes out. turn around, and then the tiger comes out, comes out. turn around, and then the tiger comes out, comes out. Yeah. Yeah. Yeah. The tiger drove the whole time. You The tiger drove the whole time. You The tiger drove the whole time. You see, it's see, it's see, it's all the time. You know ? all the time. You know ? all the time. You know ? These are the real Jetsons. That's These are the real Jetsons. That's These are the real Jetsons. That's it. Do you remember what it. Do you remember what it. Do you remember what Exxon said? Put a tiger in Exxon said? Put a tiger in Exxon said? Put a tiger in your tank. Well your tank. Well your tank. Well , that's it. Now you , that's it. Now you , that's it. Now you put the tiger behind the wheel. put the tiger behind the wheel. put the tiger behind the wheel. Put the tiger in the driver's seat. We Put the tiger in the driver's seat. We Put the tiger in the driver's seat. We need to create an AI for this need to create an AI for this need to create an AI for this Roadster introduction, so the tiger can go out Roadster introduction, so the tiger can go out Roadster introduction, so the tiger can go out with Siegfried and Roy. with Siegfried and Roy. with Siegfried and Roy. I love it. I love it. I love it. Speaking of tigers, I won a Speaking of tigers, I won a Speaking of tigers, I won a raffle at the LNG show yesterday and raffle at the LNG show yesterday and raffle at the LNG show yesterday and won a basketball autographed won a basketball autographed won a basketball autographed by LSU Tigers coach Will Wade by LSU Tigers coach Will Wade by LSU Tigers coach Will Wade . . . Hooray! That's awesome, man. That's Hooray! That's awesome, man. That's Hooray! That's awesome, man. That's even even even better. Does better. Does better. Does anyone remember a anyone remember a anyone remember a superstar basketball player who came from LSU? superstar basketball player who came from LSU? There was this young man There was this young man named Shaquille O'Neal. named Shaquille O'Neal. Absolutely. Absolutely. Yeah. Yeah. Yeah. Absolutely. You know, the Absolutely. You know, the Absolutely. You know, the funny thing about Shaquille is that he could have funny thing about Shaquille is that he could have funny thing about Shaquille is that he could have gone to the NFL and he gone to the NFL and he gone to the NFL and he would have been taller than any would have been taller than any would have been taller than any football player in the entire NFL football player in the entire NFL .

  13. . Yeah. Yeah. Yeah. Yeah. I think he did well in I think he did well in I think he did well in basketball. I think he came out of it basketball. I think he came out of it basketball. I think he came out of it well. well. During the off-season, During the off-season, basketball coach Dale Brown traveled to basketball coach Dale Brown traveled to basketball coach Dale Brown traveled to military bases around the world military bases around the world military bases around the world to give to give to give motivational talks. And the story goes that he motivational talks. And the story goes that he motivational talks. And the story goes that he always went to the always went to the always went to the gym to see who was playing basketball gym to see who was playing basketball gym to see who was playing basketball lately. So he went lately. So he went lately. So he went to Germany, went to the to Germany, went to the to Germany, went to the gym and found this man who was gym and found this man who was gym and found this man who was crushing everyone. You know, crushing everyone. You know, crushing everyone. You know, he's just a monster. And he's just a monster. And he's just a monster. And Coach Brown went to see Coach Brown went to see Coach Brown went to see him and said, "Tell me, when did you him and said, "Tell me, when did you him and said, "Tell me, when did you finish with the army? "And he finish with the army? "And he finish with the army? "And he replied, 'I'm not in replied, 'I'm not in replied, 'I'm not in the army.'" My father is in the army. the army.'" My father is in the army. the army.'" My father is in the army. I am in high school. He said, " I am in high school. He said, " I am in high school. He said, " Let's go talk to your father." " Let's go talk to your father." " Let's go talk to your father." " And that's kind of how it all And that's kind of how it all And that's kind of how it all started." started." started." Wow, that's crazy. Wow, that's crazy. Wow, that's crazy. It's true. He was a child of It's true. He was a child of It's true. He was a child of the army. the army. the army. Yeah. It's true. Yeah. It's true. Yeah. It's true. He was a sergeant major.

  14. He was a sergeant major. He was a sergeant major. That's pretty crazy. Yeah, he did That's pretty crazy. Yeah, he did That's pretty crazy. Yeah, he did well. He never learned how to well. He never learned how to well. He never learned how to make free throws, but everything make free throws, but everything make free throws, but everything else was great. else was great. else was great. He made up for it. He made up for it. He made up for it. He made up for it. Exactly. He made up for it. Exactly. It has printer ink. He's It has printer ink. He's good with printer ink. good with printer ink. good with printer ink. He's been doing a lot of different things He's been doing a lot of different things He's been doing a lot of different things lately, hasn't he? lately, hasn't he? lately, hasn't he? He's here. He's here. He's here. He's involved in everything, but you know, He's involved in everything, but you know, He's involved in everything, but you know, he's a nice person. he's a nice person. he's a nice person. Yeah. Quite. Yeah. Quite. Yes, that's what's great about Yes, that's what's great about him. him. him. Absolutely. You know, Absolutely. You know, Absolutely. You know, name any bad thing name any bad thing name any bad thing he's been associated with, he's been associated with, he's been associated with, directly or indirectly, and it's directly or indirectly, and it's directly or indirectly, and it's hard to say for a guy who's hard to say for a guy who's hard to say for a guy who's been where he's been. been where he's been. been where he's been. I know. I know. I know. Yeah. Yeah. Yeah. I know. Quite impressive. I know. Quite impressive. I know. Quite impressive. Absolutely. Absolutely. Absolutely. So yeah, I was going to say that So yeah, I was going to say that So yeah, I was going to say that the introduction of the Roadster this the introduction of the Roadster this the introduction of the Roadster this week was big news. week was big news. week was big news. The other thing I heard that The other thing I heard that The other thing I heard that was interesting and is a little was interesting and is a little was interesting and is a little more in our field. I heard more in our field. I heard more in our field. I heard an interesting analysis of the an interesting analysis of the an interesting analysis of the token price. So, data center AI token price. So, data center AI token price. So, data center AI , I like to talk about , I like to talk about , I like to talk about data center AI versus data center AI versus data center AI versus edge AI, but for edge AI, but for edge AI, but for data center AI, the token price data center AI, the token price data center AI, the token price has been divided by 13 over has been divided by 13 over has been divided by 13 over the past year. the past year. the past year. Wow. The Wow. The Wow. The price per token means that if price per token means that if price per token means that if you are in the data center industry you are in the data center industry you are in the data center industry , you need to increase your , you need to increase your , you need to increase your sales by 1,300% per year, just to sales by 1,300% per year, just to sales by 1,300% per year, just to stay in business. To keep pace with stay in business. To keep pace with stay in business. To keep pace with last year, you need to last year, you need to last year, you need to increase your sales by 1,300%.

  15. increase your sales by 1,300%. increase your sales by 1,300%. Just when everyone Just when everyone Just when everyone was feeling optimistic about what Pete had just was feeling optimistic about what Pete had just was feeling optimistic about what Pete had just said, he simply said, he simply said, he simply brought things back down to earth and brought brought things back down to earth and brought brought things back down to earth and brought the prices down. Well the prices down. Well , what this means is , what this means is that due to progress made, that due to progress made, that due to progress made, particularly in the areas of particularly in the areas of particularly in the areas of peripheral and peripheral and peripheral and energy efficiency, energy efficiency, energy efficiency, model efficiency, etc., token prices model efficiency, etc., token prices model efficiency, etc., token prices will continue to fall. So, these will continue to fall. So, these will continue to fall. So, these neo-neo-clouds like Coreweave, for neo-neo-clouds like Coreweave, for neo-neo-clouds like Coreweave, for example, which have a lot of debt and example, which have a lot of debt and example, which have a lot of debt and there are so many of them that we can't even there are so many of them that we can't even there are so many of them that we can't even name them all. They all name them all. They all name them all. They all borrowed a lot of money to borrowed a lot of money to borrowed a lot of money to build data centers. And build data centers. And build data centers. And now, all their debts are now, all their debts are now, all their debts are coming due, and it's as if coming due, and it's as if coming due, and it's as if they were bad bonds they were bad bonds they were bad bonds for many of these companies. for many of these companies. for many of these companies. Yeah. Yeah. So think about it: it's not So think about it: it's not necessarily the hyperscalers like necessarily the hyperscalers like necessarily the hyperscalers like AWS, Google, and Microsoft that are in AWS, Google, and Microsoft that are in AWS, Google, and Microsoft that are in trouble, but all those trouble, but all those trouble, but all those below them who are below them who are below them who are likely to go bankrupt first, likely to go bankrupt first, likely to go bankrupt first, because it's simply not because it's simply not because it's simply not economical. If you borrow that much economical. If you borrow that much economical. If you borrow that much money and the price of your tokens money and the price of your tokens money and the price of your tokens drops 13 times a year or so, drops 13 times a year or so, drops 13 times a year or so, how will you be able to sell how will you be able to sell how will you be able to sell enough to pay the interest enough to pay the interest enough to pay the interest on your debt? Isn't that right? I on your debt? Isn't that right? I on your debt? Isn't that right? I think there's a think there's a think there's a really interesting financial analysis I read really interesting financial analysis I read really interesting financial analysis I read this week that said, "Hmm, this week that said, "Hmm, this week that said, "Hmm, that's a bit tough. "And then you that's a bit tough. "And then you that's a bit tough. "And then you add Oracle to that, which I add Oracle to that, which I add Oracle to that, which I would consider a neo-cloud." Um would consider a neo-cloud." Um , speaking of Larry, Larry has , speaking of Larry, Larry has , speaking of Larry, Larry has bigger problems than his bigger problems than his bigger problems than his $150 million house, I $150 million house, I $150 million house, I 'll be honest with you.

  16. 'll be honest with you. 'll be honest with you. Yeah. Yeah. Yeah. I mean, I'm sure he has enough I mean, I'm sure he has enough I mean, I'm sure he has enough money to last as long as money to last as long as money to last as long as he lives, maybe the next few he lives, maybe the next few he lives, maybe the next few years, then. Uh, but uh, years, then. Uh, but uh, years, then. Uh, but uh, yeah. yeah. yeah. Those neo-cloud people, man. I think Those neo-cloud people, man. I think Those neo-cloud people, man. I think the story of AI in the story of AI in the story of AI in data centers will first become shaky data centers will first become shaky data centers will first become shaky at the neo-cloud level, and then at the neo-cloud level, and then at the neo-cloud level, and then expand from there. But, uh, expand from there. But, uh, expand from there. But, uh, yeah, it's kind of sobering, you yeah, it's kind of sobering, you yeah, it's kind of sobering, you know? You have to bet big. Uh, know? You have to bet big. Uh, know? You have to bet big. Uh, what does that mean? Either we what does that mean? Either we what does that mean? Either we lose big, or we win big, so uh lose big, or we win big, so uh , we'll see. Keep an eye on the , we'll see. Keep an eye on the , we'll see. Keep an eye on the neo-clouds these days. neo-clouds these days. neo-clouds these days. Oracle, we've had a Oracle, we've had a Oracle, we've had a tough week in the market this week, tough week in the market this week, tough week in the market this week, haven't we? haven't we? haven't we? Really difficult. Really difficult. Really difficult. Yeah. Yeah. Yeah. And I think it's as if Gartner And I think it's as if Gartner And I think it's as if Gartner had said, "Oh, how we think had said, "Oh, how we think had said, "Oh, how we think this neo-cloud market is going to be bad or this neo-cloud market is going to be bad or this neo-cloud market is going to be bad or something." "And then something." "And then something." "And then someone said, 'You know, you only someone said, 'You know, you only someone said, 'You know, you only get credit for get credit for get credit for predictions if you make them before predictions if you make them before predictions if you make them before they actually happen. they actually happen. "Like, 'Yeah, obviously.'" "Uh , but you know, this demonstrates , but you know, this demonstrates , but you know, this demonstrates the inevitability of all this the inevitability of all this the inevitability of all this technology becoming more and more technology becoming more and more technology becoming more and more efficient, doesn't it?" Every 6 efficient, doesn't it?" Every 6 efficient, doesn't it?" Every 6 months. It doesn't matter what it is. Everyone months. It doesn't matter what it is. Everyone months. It doesn't matter what it is. Everyone finds a way, you know, finds a way, you know, finds a way, you know, nature finds a way to make nature finds a way to make nature finds a way to make things more efficient and less things more efficient and less things more efficient and less expensive over time. And so, expensive over time. And so, expensive over time. And so, uh, yeah.

  17. uh, yeah. uh, yeah. That's why That's why That's why this whole AI thing is kind of this whole AI thing is kind of this whole AI thing is kind of ... We're still at ... We're still at ... We're still at such an early stage that we'll look back such an early stage that we'll look back such an early stage that we'll look back and say, " and say, " and say, " Remember all those neo-clouds that Remember all those neo-clouds that Remember all those neo-clouds that were there, that had all those were there, that had all those were there, that had all those CoreWeave and all that?" You don't CoreWeave and all that?" You don't CoreWeave and all that?" You don't even know their names anymore. Uh, even know their names anymore. Uh, even know their names anymore. Uh, this is going to be tough. It's going to be tough. this is going to be tough. It's going to be tough. this is going to be tough. It's going to be tough. So, I would say, you know, fasten So, I would say, you know, fasten So, I would say, you know, fasten your seatbelts for... your seatbelts for... your seatbelts for... Yeah. Oracle is taking on a lot of debt. The Yeah. Oracle is taking on a lot of debt. The Yeah. Oracle is taking on a lot of debt. The men of Oracle, I tell you. You men of Oracle, I tell you. You men of Oracle, I tell you. You know, they'll probably end up know, they'll probably end up know, they'll probably end up in the Paramount in the Paramount in the Paramount CNN business at the end of this story. CNN business at the end of this story. CNN business at the end of this story. Jesus Christ. Is Jesus Christ. Is anyone going to anyone going to the Oracle event? Not the Oracle event? Not the Oracle event? Not next week, I think, in Vegas. I'll be there next week, I think, in Vegas. I'll be there next week, I think, in Vegas. I'll be there . Um, I wonder how many . Um, I wonder how many . Um, I wonder how many employees will be there. employees will be there. employees will be there. Yeah. Yeah. Perhaps they will organize a Perhaps they will organize a related job fair. related job fair. Yeah. Is it Halloween week? Yeah. Is it Halloween week? I guess. Maybe. Yeah, something I guess. Maybe. Yeah, something I guess. Maybe. Yeah, something like that. like that. like that. Next week is the week Next week is the week Next week is the week before Halloween. That's before Halloween. That's before Halloween. That's it. So, next week, it. So, next week, it. So, next week, next week, I'm going to have to next week, I'm going to have to next week, I'm going to have to go to Cloudflare in San Francisco.

  18. go to Cloudflare in San Francisco. go to Cloudflare in San Francisco. So, it should be fun. You So, it should be fun. You So, it should be fun. You know. Good old Cloudflare. You know. Good old Cloudflare. You know. Good old Cloudflare. You know, I don't know if they're doing know, I don't know if they're doing know, I don't know if they're doing anything with AI. They are... anything with AI. They are... anything with AI. They are... I wouldn't be surprised. I'm sure I wouldn't be surprised. I'm sure I wouldn't be surprised. I'm sure they use AI in their operations, they use AI in their operations, they use AI in their operations, but not in their but not in their but not in their product. product. Yeah. Yeah. So, you're not going to Taipei So, you're not going to Taipei So, you're not going to Taipei next week, Rob? Come on. next week, Rob? Come on. next week, Rob? Come on. Thin. You know what? I am going to Thin. You know what? I am going to Thin. You know what? I am going to AI AI AI Taipei 2026 which will take place on October 22nd and 23rd Taipei 2026 which will take place on October 22nd and 23rd Taipei 2026 which will take place on October 22nd and 23rd of next week. of next week. of next week. It's so hot right now. It's so hot right now. It's so hot right now. Wow. It's going to Wow. It's going to Wow. It's going to be exciting. We are actually be exciting. We are actually be exciting. We are actually well above well above well above last year's registration levels. We've last year's registration levels. We've last year's registration levels. We've almost tripled compared to almost tripled compared to almost tripled compared to 2 years ago. So, uh, it's going to be pretty 2 years ago. So, uh, it's going to be pretty 2 years ago. So, uh, it's going to be pretty awesome. So, I'm leaving on Saturday. awesome. So, I'm leaving on Saturday. awesome. So, I'm leaving on Saturday. Yeah. Yeah. Yeah. I will arrive Sunday evening and I will have a I will arrive Sunday evening and I will have a I will arrive Sunday evening and I will have a few meetings. And, uh, but yeah few meetings. And, uh, but yeah , it's, uh, I look at the , it's, uh, I look at the , it's, uh, I look at the registration numbers, and I think, registration numbers, and I think, registration numbers, and I think, yeah. yeah. yeah. Yeah. Yeah. Yeah. Get a bigger boat. Get a bigger boat. Get a bigger boat. I think you should do like, you I think you should do like, you I think you should do like, you know, we saw the videos, you know, know, we saw the videos, you know, know, we saw the videos, you know, Friedman was with Jensen Huang walking Friedman was with Jensen Huang walking Friedman was with Jensen Huang walking through Taipei, eating through Taipei, eating through Taipei, eating street food and discussing street food and discussing street food and discussing AI. I think you should do AI. I think you should do AI. I think you should do exactly the same thing. You should exactly the same thing. You should exactly the same thing. You should have a video crew in front of you have a video crew in front of you have a video crew in front of you while you're walking around and while you're walking around and while you're walking around and eating street food in eating street food in eating street food in Taipei, Taipei, Taipei, yeah. All of that.

  19. yeah. All of that. yeah. All of that. I went to that I went to that I went to that chicken restaurant where Jensen went once. chicken restaurant where Jensen went once. chicken restaurant where Jensen went once. He went to that He went to that He went to that chicken restaurant I'd gone out with one night chicken restaurant I'd gone out with one night chicken restaurant I'd gone out with one night and I realized, "Oh, the and I realized, "Oh, the and I realized, "Oh, the chicken restaurant is right here." " chicken restaurant is right here." " chicken restaurant is right here." " So, I went to the So, I went to the So, I went to the chicken restaurant." But, yeah, you should chicken restaurant." But, yeah, you should chicken restaurant." But, yeah, you should do some walking and talking do some walking and talking . . . Yeah, the walks and the discussions Yeah, the walks and the discussions Yeah, the walks and the discussions are good, you know? But, yeah, are good, you know? But, yeah, are good, you know? But, yeah, the deal with Lex Friedman and Jensen the deal with Lex Friedman and Jensen the deal with Lex Friedman and Jensen was really entertaining. Do you know was really entertaining. Do you know was really entertaining. Do you know who actually started walking and who actually started walking and who actually started walking and talking and it really helped him talking and it really helped him talking and it really helped him lose weight? Never mind. lose weight? Never mind. lose weight? Never mind. Anyway, uh, I was thinking of Anyway, uh, I was thinking of Anyway, uh, I was thinking of someone from Microsoft who ended up someone from Microsoft who ended up someone from Microsoft who ended up using Windows Phone, using Windows Phone, using Windows Phone, then Windows. And, uh, and then he then Windows. And, uh, and then he then Windows. And, uh, and then he adopted a new way of holding adopted a new way of holding adopted a new way of holding meetings. There are lots of paths meetings. There are lots of paths meetings. There are lots of paths and things around the Microsoft campus. and things around the Microsoft campus. and things around the Microsoft campus. Yes, yes, I heard that. I Yes, yes, I heard that. I Yes, yes, I heard that. I remember. I remember the remember. I remember the remember. I remember the discussion. discussion. discussion. Yeah. Yeah. Yeah. But, you know, the walks and the But, you know, the walks and the But, you know, the walks and the discussions actually started, I discussions actually started, I discussions actually started, I think it started with, uh, think it started with, uh, think it started with, uh, what was that series? At the what was that series? At the what was that series? At the White House. White House. White House. Yeah. Yeah, that makes sense. It was Yeah. Yeah, that makes sense. It was Yeah. Yeah, that makes sense. It was like a famous scene from Aaron like a famous scene from Aaron like a famous scene from Aaron Sorkin where he was walking and Sorkin where he was walking and Sorkin where he was walking and talking. talking. talking. People love it. People love it. Yeah, they were just bustling around Yeah, they were just bustling around in all those corridors and in all those corridors and in all those corridors and the cameramen were saying, the cameramen were saying, Yeah.

  20. Yeah. As if they were filming them. As if they were filming them. As if they were filming them. We did it in Montana, but it We did it in Montana, but it We did it in Montana, but it was far from the city. Yeah. was far from the city. Yeah. was far from the city. Yeah. We found ourselves, in a way, We found ourselves, in a way, We found ourselves, in a way, in the wilderness. in the wilderness. in the wilderness. Yeah, we just went for a walk in Yeah, we just went for a walk in Yeah, we just went for a walk in the woods. the woods. the woods. Excellent. Bring your Excellent. Bring your Excellent. Bring your bear spray. And there you have it bear spray. And there you have it bear spray. And there you have it . . . Yeah. Yeah. Yeah. Walking and talking like in The Walking and talking like in The Walking and talking like in The Sopranos Sopranos Sopranos usually didn't end very well because usually didn't end very well because usually didn't end very well because it ended too badly. it ended too badly. it ended too badly. Not really. Not the other type. Or Rip Not really. Not the other type. Or Rip Not really. Not the other type. Or Rip will take you to the will take you to the will take you to the Yellowstone train station. We're going to walk and talk. Yellowstone train station. We're going to walk and talk. Yellowstone train station. We're going to walk and talk. You sit in the You sit in the You sit in the front passenger seat, he sits in front passenger seat, he sits in front passenger seat, he sits in the back. the back. the back. Yeah. Yeah. Oh my God. Just in case Yeah. Yeah. Oh my God. Just in case Yeah. Yeah. Oh my God. Just in case you didn't know, you didn't know, you didn't know, remember, you know, so every remember, you know, so every remember, you know, so every series, book, movie, they have something series, book, movie, they have something series, book, movie, they have something called a called a called a connection line, uh, which basically, in one connection line, uh, which basically, in one connection line, uh, which basically, in one sentence, maybe two maximum, sentence, maybe two maximum, sentence, maybe two maximum, quickly and succinctly explains what quickly and succinctly explains what quickly and succinctly explains what the series is about. So, the series is about. So, the series is about. So, Yellowstone was basically The Yellowstone was basically The Yellowstone was basically The Sopranos in the Wild West, The Sopranos Sopranos in the Wild West, The Sopranos Sopranos in the Wild West, The Sopranos of the modern West. That was the of the modern West. That was the of the modern West. That was the synopsis of Yellowstone. Yeah, we're going to synopsis of Yellowstone. Yeah, we're going to synopsis of Yellowstone. Yeah, we're going to beat people up like it's the beat people up like it's the beat people up like it's the mafia. Uh, but we'll wear mafia. Uh, but we'll wear mafia. Uh, but we'll wear cowboy hats and boots instead cowboy hats and boots instead cowboy hats and boots instead . That's how it is . That's how it is . That's how it is .

  21. . . Yeah. Yeah. Yeah. Throughout Montana. Throughout Montana. Throughout Montana. You know, I think you know, You know, I think you know, You know, I think you know, people have gotten used to it, you know, people have gotten used to it, you know, people have gotten used to it, you know, after Game of Thrones, people have gotten after Game of Thrones, people have gotten after Game of Thrones, people have gotten used to used to used to invincible characters being killed. invincible characters being killed. It's like, oh, he's gone. Oh. Oh It's like, oh, he's gone. Oh. Oh my God. Did something exciting my God. Did something exciting my God. Did something exciting happen in your world happen in your world happen in your world last week, Devin? last week, Devin? No, I was in Fargo. That was quite No, I was in Fargo. That was quite exciting, but exciting, but exciting, but oh, I saw that. Wow. You did a oh, I saw that. Wow. You did a ... I saw your post at the airport. ... I saw your post at the airport. ... I saw your post at the airport. And then, okay, I've never been there And then, okay, I've never been there And then, okay, I've never been there . I have never flown to . I have never flown to . I have never flown to Fargo. I went there once by Fargo. I went there once by Fargo. I went there once by car on my way to my car on my way to my car on my way to my brother's wedding to cross the border. brother's wedding to cross the border. brother's wedding to cross the border. All right. All right. All right. The The The border was closed at that border was closed at that border was closed at that time, so my sister and I were stuck time, so my sister and I were stuck time, so my sister and I were stuck in Fargo for the in Fargo for the in Fargo for the night. But we're getting far away, you know, night. But we're getting far away, you know, night. But we're getting far away, you know, so I landed in the evening. I so I landed in the evening. I so I landed in the evening. I said, I was going to eat something at said, I was going to eat something at said, I was going to eat something at the airport. the airport. the airport. Yeah. Yeah. Yeah. And we head towards the hotel. And then I got there And we head towards the hotel. And then I got there And we head towards the hotel. And then I got there and there are eight doors and there are eight doors and there are eight doors and the sign says restaurant. In the and the sign says restaurant. In the and the sign says restaurant. In the singular. And toilets. In the singular.

  22. singular. And toilets. In the singular. singular. And toilets. In the singular. It was a cute and It was a cute and It was a cute and charming airport. charming airport. charming airport. Yeah. That's cool. Yeah. That's cool. Yeah. That's cool. A little different from O'Hare. A little different from O'Hare. A little different from O'Hare. A little...Yeah, a little different. A little...Yeah, a little different. A little...Yeah, a little different. Yeah. What did you Yeah. What did you Yeah. What did you do in Fargo? It was for do in Fargo? It was for do in Fargo? It was for business or it was business or it was business or it was a meeting with a client, but uh, that's it a meeting with a client, but uh, that's it a meeting with a client, but uh, that's it , on physical AI. But , on physical AI. But , on physical AI. But yeah, I mean, now we are, yeah, I mean, now we are, yeah, I mean, now we are, you know, they said it was 90 you know, they said it was 90 you know, they said it was 90 ° over the weekend and it was ° over the weekend and it was ° over the weekend and it was probably 50 when I arrived. probably 50 when I arrived. probably 50 when I arrived. Chicago, I think we're going down to Chicago, I think we're going down to Chicago, I think we're going down to 33 tonight, so 33 tonight, so 33 tonight, so wow. That's wow. That's wow. That's crazy. Wow. crazy. Wow. crazy. Wow. Wow. Wow. Wow. Climate change, yeah. Climate change, yeah. We can feel a cold front arriving in We can feel a cold front arriving in Houston right now, because it has been Houston right now, because it has been Houston right now, because it has been warmer. It's been hot warmer. It's been hot warmer. It's been hot all summer and now, all of a all summer and now, all of a all summer and now, all of a sudden, it's less than 20 degrees. sudden, it's less than 20 degrees. It's heading towards you, Steve. It's heading towards you, Steve. It happens. It happens. It happens. It happens. It happens. Apple has been really nice this Apple has been really nice this week. I played tennis outside yesterday week. I played tennis outside yesterday week. I played tennis outside yesterday . Oh, that's great. Nice, . Oh, that's great. Nice, . Oh, that's great. Nice, but uh. That's but uh. That's but uh. That's great. That looks good. great. That looks good. great. That looks good. Fargo looks cool. As I Fargo looks cool. As I Fargo looks cool. As I remember going to uh. It was remember going to uh. It was remember going to uh. It was like in the 90s, I think like in the 90s, I think like in the 90s, I think I went to visit Gateway I went to visit Gateway I went to visit Gateway Computers. Are they in Fargo? No, in Computers. Are they in Fargo? No, in Computers. Are they in Fargo? No, in Sioux City. They are in Sioux City, Sioux City. They are in Sioux City, Sioux City. They are in Sioux City, South Dakota.

  23. South Dakota. South Dakota. Oh, in Iowa. Oh, in Iowa. Oh, in Iowa. I apologize to all the I apologize to all the I apologize to all the residents of Dakota. residents of Dakota. Fargo is different from Sioux. Fargo is different from Sioux. You know, everyone's tired of You know, everyone's tired of You know, everyone's tired of the clichés about Fargo, and I the clichés about Fargo, and I the clichés about Fargo, and I resisted the temptation to ask resisted the temptation to ask resisted the temptation to ask Devin, "Where's the wood chipper?" Devin, "Where's the wood chipper?" You know. What a great movie. So awesome. Yeah. Absolutely. Let me Yeah. Absolutely. Let me see these guys now. see these guys now. see these guys now. Oh my god, it was a great movie. Oh my god, it was a great movie. Oh my god, it was a great movie. Absolutely. Absolutely. Steve is in a new movie Steve is in a new movie now. Is that Steve Buscemi? now. Is that Steve Buscemi? now. Is that Steve Buscemi? Yeah, I heard something on the Yeah, I heard something on the Yeah, I heard something on the radio or something like that. Yeah radio or something like that. Yeah . I know. . I know. . I know. But if you think about what But if you think about what But if you think about what cities are known for and so far, you cities are known for and so far, you cities are known for and so far, you know, every time you say the word know, every time you say the word know, every time you say the word Fargo, everyone thinks of that movie. Fargo, everyone thinks of that movie. Fargo, everyone thinks of that movie. It's It's It's true. true. true. You say Chicago, people think of You say Chicago, people think of You say Chicago, people think of Deep Dish, maybe the band Chicago Deep Dish, maybe the band Chicago . . . Yeah. The Yeah. The Yeah. The Bears. The Bears. Bears. The Bears. Bears. The Bears. Yeah. Uh, Concrete Shoes. Uh, Yeah. Uh, Concrete Shoes. Uh, Yeah. Uh, Concrete Shoes. Uh, Concrete Shoes. Concrete Shoes. Concrete Shoes. You know. You know. You know. Mike Ditka has passed away, by the way. Mike Ditka has passed away, by the way. Mike Ditka has passed away, by the way. Yeah. Yeah. Yeah. Yeah, it's a big problem. Yeah, it's a big problem. Yeah, it's a big problem. It's a huge thing in Chicago over there It's a huge thing in Chicago over there . The . The . The Bears.

  24. Bears. Bears. The Bears. The Bears. The Bears. In Dakota, it's a long process. In Dakota, it's a long process. In Dakota, it's a long process. It's true. Yeah, he is. It's true. Yeah, he is. It's true. Yeah, he is. Yeah. Everyone is thinking of the Yeah. Everyone is thinking of the Yeah. Everyone is thinking of the Saturday Night Live sketch of all the Saturday Night Live sketch of all the Saturday Night Live sketch of all the Chicago Bears fans sitting there Chicago Bears fans sitting there Chicago Bears fans sitting there drinking their beer. The Bears. Da Coach. drinking their beer. The Bears. Da Coach. drinking their beer. The Bears. Da Coach. Da Bears. Yeah. Oh, man. Da Bears. Yeah. Oh, man. Da Bears. Yeah. Oh, man. But, but, but we forgot that. Yeah, But, but, but we forgot that. Yeah, But, but, but we forgot that. Yeah, he also coached the Saints. he also coached the Saints. he also coached the Saints. It's true. It's true. It's true. Was that after the Bears? That Was that after the Bears? That Was that after the Bears? That was later. was later. was later. Yeah. That Yeah. That Yeah. That was later. was later. was later. A bit like when Michael Jordan A bit like when Michael Jordan A bit like when Michael Jordan played for the Bullets back in the day? played for the Bullets back in the day? played for the Bullets back in the day? What were their names? What were their names? What were their names? The Bullets. The Bullets. The Bullets. I don't remember anymore. I don't remember anymore. I don't remember anymore. He went to DC. Never mind. Yeah. They were He went to DC. Never mind. Yeah. They were He went to DC. Never mind. Yeah. They were the Bullets back then. the Bullets back then. the Bullets back then. What were their names? Were they still What were their names? Were they still What were their names? Were they still the Bullets back then? the Bullets back then? the Bullets back then? They were the Bullets. Yeah, I think it They were the Bullets. Yeah, I think it They were the Bullets. Yeah, I think it was the Bullets. You know, was the Bullets. You know, was the Bullets. You know, it's that thing. It's like you it's that thing. It's like you it's that thing. It's like you succeeded, but then you succeeded, but then you succeeded, but then you continued to drag your feet. continued to drag your feet. continued to drag your feet. Yeah. Yeah. Yeah. And then you managed to make that And then you managed to make that And then you managed to make that decline in your career because you did decline in your career because you did decline in your career because you did n't manage to rise to the top n't manage to rise to the top n't manage to rise to the top like Dick. That happens often. You know like Dick. That happens often. You know , a lot of players say to themselves: "I , a lot of players say to themselves: "I , a lot of players say to themselves: "I still have strength. I can continue." still have strength. I can continue." still have strength. I can continue." And then, you know, you end up being a And then, you know, you end up being a And then, you know, you end up being a fellow traveler in all these fellow traveler in all these fellow traveler in all these teams.

  25. teams. teams. Like hanging out in the high school parking lot Like hanging out in the high school parking lot Like hanging out in the high school parking lot after graduation, you after graduation, you after graduation, you know. That's just how it is know. That's just how it is know. That's just how it is . You know, . You know, . You know, you know, move on, man. you know, move on, man. you know, move on, man. One thing Ditka did when he One thing Ditka did when he One thing Ditka did when he was with the Saints, which was was with the Saints, which was was with the Saints, which was perhaps not the perhaps not the perhaps not the smartest thing. It seemed like a smart idea smartest thing. It seemed like a smart idea smartest thing. It seemed like a smart idea at the time. And what has nothing to at the time. And what has nothing to at the time. And what has nothing to do with the series is that he do with the series is that he do with the series is that he traded everything to get this traded everything to get this traded everything to get this Heisman Trophy winner, Ricky Williams, who Heisman Trophy winner, Ricky Williams, who Heisman Trophy winner, Ricky Williams, who is a running back from Texas. And he is a running back from Texas. And he is a running back from Texas. And he just saved the day, got just saved the day, got just saved the day, got rid of the whole team, everything that was rid of the whole team, everything that was rid of the whole team, everything that was needed to get this guy. needed to get this guy. And, you know, it turns out Ricky And, you know, it turns out Ricky Williams wanted to hang out, you know, Williams wanted to hang out, you know, Williams wanted to hang out, you know, in the mountains of Tibet or in the mountains of Tibet or in the mountains of Tibet or something like that, smoke some weed and, something like that, smoke some weed and, something like that, smoke some weed and, you know, meditate and stuff like you know, meditate and stuff like you know, meditate and stuff like that. And so, yeah. Basically, he that. And so, yeah. Basically, he that. And so, yeah. Basically, he just gutted the entire team for one just gutted the entire team for one just gutted the entire team for one guy. Yeah. Yes, but guy. Yeah. Yes, but guy. Yeah. Yes, but thankfully, many years thankfully, many years thankfully, many years later, Drew Brees came along and... later, Drew Brees came along and... later, Drew Brees came along and... Yeah. He has Yeah. He has Yeah. He has risen from the dead. risen from the dead. risen from the dead. They announced that he had taken a They announced that he had taken a They announced that he had taken a leadership position in the team leadership position in the team leadership position in the team last week. last week. last week. GOOD.

  26. GOOD. GOOD. Everyone hopes he will become Everyone hopes he will become Everyone hopes he will become the next CEO. the next CEO. the next CEO. All right. All right. All right. We have a football player in that We have a football player in that We have a football player in that position. position. position. Like, uh, like, uh, who's the guy Like, uh, like, uh, who's the guy Like, uh, like, uh, who's the guy in Denver? The quarterback. in Denver? The quarterback. in Denver? The quarterback. Yeah. Yeah. Yeah. You know. Oh, John Elway. You know. Oh, John Elway. You know. Oh, John Elway. Elway is here. Yes. Did we Elway is here. Yes. Did we Elway is here. Yes. Did we look? Did we watch the Seahawks look? Did we watch the Seahawks look? Did we watch the Seahawks football game last night football game last night football game last night ? I don't know. Am I going to get in ? I don't know. Am I going to get in ? I don't know. Am I going to get in trouble for saying it trouble for saying it trouble for saying it was time to bench Sam Darnold was time to bench Sam Darnold was time to bench Sam Darnold ? ? ? Oh. That's Oh. That's Oh. That's extreme. extreme. extreme. That's extreme. But you know what? That's extreme. But you know what? That's extreme. But you know what? Drew Lock, the backup quarterback. Drew Lock, the backup quarterback. Drew Lock, the backup quarterback. I know. He won. He won I know. He won. He won I know. He won. He won the first two interceptions, which the first two interceptions, which the first two interceptions, which killed him. Yeah, killed him. Yeah, killed him. Yeah, he is, and he's been in the last few he is, and he's been in the last few he is, and he's been in the last few games, he's just thrown an games, he's just thrown an games, he's just thrown an incredible number of interceptions. incredible number of interceptions. incredible number of interceptions. I know. It killed him. Yeah, it was I know. It killed him. Yeah, it was I know. It killed him. Yeah, it was n't pretty. And curiously, at 60 n't pretty. And curiously, at 60 n't pretty. And curiously, at 60 degrees of additional separation degrees of additional separation , the Broncos are coached by Sean , the Broncos are coached by Sean , the Broncos are coached by Sean Payton, who was the Payton, who was the Payton, who was the right-hander. The right-hander. The right-hander. The same. same. Everything is connected, isn't it? Everything is connected, isn't it? Everything is connected. Everything is connected.

  27. Everything is connected. It's true. It's true. It's true. But how is it connected to the IoT But how is it connected to the IoT But how is it connected to the IoT at the edge? I don't understand. at the edge? I don't understand. at the edge? I don't understand. Oh. Wow. That's a difficult question Oh. Wow. That's a difficult question . . . Actually, I saw a sport in the Actually, I saw a sport in the Actually, I saw a sport in the sports news. I don't know if you sports news. I don't know if you sports news. I don't know if you know anything about football. It was like, know anything about football. It was like, know anything about football. It was like, you know, who's the guy who runs you know, who's the guy who runs you know, who's the guy who runs the NBA? the NBA? the NBA? Yeah, yeah, yeah. The guy who Yeah, yeah, yeah. The guy who Yeah, yeah, yeah. The guy who looks like an alien. Yeah. looks like an alien. Yeah. looks like an alien. Yeah. Yeah, at least that's that guy. Yeah, at least that's that guy. Yeah, at least that's that guy. They're launching a new basketball They're launching a new basketball They're launching a new basketball with a tiny 1g chip inside to with a tiny 1g chip inside to with a tiny 1g chip inside to measure all sorts of telemetry measure all sorts of telemetry measure all sorts of telemetry on the ball and all that kind of on the ball and all that kind of on the ball and all that kind of stuff. So, we're probably going to start stuff. So, we're probably going to start stuff. So, we're probably going to start seeing seeing seeing smart basketballs. smart basketballs. Smart footballs. You know, uh, Smart footballs. You know, uh, it was kind of like it was kind of like it was kind of like the smart golf balls on the smart golf balls on the smart golf balls on Topgolf that show you where your Topgolf that show you where your Topgolf that show you where your shot is going and everything. shot is going and everything. shot is going and everything. Yeah. Yeah. Yeah. Keep in mind that this is the same Keep in mind that this is the same Keep in mind that this is the same Mr. Silver who continues to prevent Mr. Silver who continues to prevent Mr. Silver who continues to prevent Seattle from getting an Seattle from getting an Seattle from getting an expansion team for the Seahawks. Every expansion team for the Seahawks. Every expansion team for the Seahawks. Every time he comes to Seattle, people time he comes to Seattle, people time he comes to Seattle, people say, "Please, sir." Please say, "Please, sir." Please say, "Please, sir." Please , sir. Can I , sir. Can I , sir. Can I have a basketball team? " Yeah. have a basketball team? " Yeah.

  28. I don't know. I don't know. He needs Steve Ballmer to come back, He needs Steve Ballmer to come back, He needs Steve Ballmer to come back, and and and yeah. Yeah, that's what yeah. Yeah, that's what yeah. Yeah, that's what everyone always thinks. We need to get back everyone always thinks. We need to get back everyone always thinks. We need to get back to Steve Ballmer. to Steve Ballmer. to Steve Ballmer. Yeah. Yeah. Yeah. I saw him at the Pro Club the other day, actually I saw him at the Pro Club the other day, actually I saw him at the Pro Club the other day, actually . . . Oh. Excellent. He came. Oh. Excellent. He came. Oh. Excellent. He came. He took stock and uh. He took stock and uh. He took stock and uh. Yeah. Yeah. Yeah. He's in the area. But I think he's He's in the area. But I think he's He's in the area. But I think he's suspended now, is suspended now, is suspended now, is n't he from the NBA? It's true. That's it. n't he from the NBA? It's true. That's it. n't he from the NBA? It's true. That's it. He cannot go to the matches. He He cannot go to the matches. He He cannot go to the matches. He cannot. cannot. cannot. Yeah, he had some problems. Yeah, he had some problems. Yeah, he had some problems. He had some problems. You know, it He had some problems. You know, it He had some problems. You know, it turns out they've been up to something. turns out they've been up to something. turns out they've been up to something. Very well, I found something Very well, I found something Very well, I found something funny here. You won't be able to funny here. You won't be able to funny here. You won't be able to hear it, but do you know how hear it, but do you know how hear it, but do you know how everything about Steve Ballmer everything about Steve Ballmer everything about Steve Ballmer became developer, developer, became developer, developer, became developer, developer, developer? That one, he's going developer? That one, he's going developer? That one, he's going subway, subway, subway. But we can't hear it subway, subway, subway. But we can't hear it subway, subway, subway. But we can't hear it . Metro was the . Metro was the . Metro was the user interface designer. user interface designer. user interface designer. All right. All right. All right. Stay tuned, won't you? Stay tuned, won't you? Stay tuned, won't you? Stay tuned. Stay tuned. Stay tuned. Someone is working on a documentary Someone is working on a documentary Someone is working on a documentary about the history of Exactly. about the history of Exactly. about the history of Exactly. Exactly. Yeah. It's something Exactly. Yeah. It's something Exactly. Yeah. It's something everyone wants to know. This is one of the everyone wants to know. This is one of the everyone wants to know. This is one of the most important moments in most important moments in most important moments in the history of technology, you the history of technology, you the history of technology, you know, and yeah, that's why so many know, and yeah, that's why so many know, and yeah, that's why so many people are making documentaries and people are making documentaries and people are making documentaries and stuff about it, you know. Who stuff about it, you know. Who stuff about it, you know. Who could blame them?

  29. could blame them? could blame them? You mean about Windows Phone You mean about Windows Phone You mean about Windows Phone ? ? ? Yeah. Yeah. Yeah, Yeah. Yeah. Yeah, Yeah. Yeah. Yeah, of course. Well, you know, we of course. Well, you know, we of course. Well, you know, we should be presenting our nine- should be presenting our nine- should be presenting our nine- part series on YouTube that we've done part series on YouTube that we've done part series on YouTube that we've done several times. several times. several times. Absolutely. Absolutely, you know. Absolutely. Absolutely, you know. Absolutely. Absolutely, you know. Windows Phone WTF. I mean, the Windows Phone WTF. I mean, the Windows Phone WTF. I mean, the definitive guide. definitive guide. definitive guide. It was the definitive guide. It was the definitive guide. It was the definitive guide. Definitely, the canon of, uh, Definitely, the canon of, uh, Definitely, the canon of, uh, yes. yes. yes. The story: The story: The story: This is canon, Steve Canon, of This is canon, Steve Canon, of This is canon, Steve Canon, of Windows Phone history. Windows Phone history. Windows Phone history. It's not often that people It's not often that people It's not often that people say "canon". say "canon". say "canon". I know you do it, man. I know you do it, man. I know you do it, man. I have a quarter. I have a quarter. I have a quarter. You get a quarter each time. You get a quarter each time. Yeah, I was looking at that the other day Yeah, I was looking at that the other day because this guy, I was contacted because this guy, I was contacted because this guy, I was contacted by someone who's doing a story about the by someone who's doing a story about the by someone who's doing a story about the subway. They wanted to use subway. They wanted to use subway. They wanted to use some of our footage because we some of our footage because we some of our footage because we had interviewed Jay Allard, Joe had interviewed Jay Allard, Joe had interviewed Jay Allard, Joe Belfiore, and even Peter Chouka. I mean Belfiore, and even Peter Chouka. I mean Belfiore, and even Peter Chouka. I mean , Todd Warren. It was an , Todd Warren. It was an , Todd Warren. It was an incredible series of interviews. And then we incredible series of interviews. And then we incredible series of interviews. And then we visited the mobile phone museum visited the mobile phone museum visited the mobile phone museum , all the different ones. I love , all the different ones. I love , all the different ones. I love these guys. Bernarris. So, that was these guys. Bernarris. So, that was these guys. Bernarris. So, that was about 15 hours of footage. Exactly. about 15 hours of footage. Exactly. about 15 hours of footage. Exactly. These These These might be the most important 15 hours of video might be the most important 15 hours of video might be the most important 15 hours of video that exist, you that exist, you that exist, you know.

  30. know. know. In a few years, people will say, In a few years, people will say, In a few years, people will say, "Thank God they did that." "Thank God they did that." "Thank God they did that." If only there were more. If only there were more. It seems like every 6 months, every It seems like every 6 months, every 2 years, someone comes along and 2 years, someone comes along and 2 years, someone comes along and comments on Windows Phone and says it was comments on Windows Phone and says it was comments on Windows Phone and says it was the best thing ever. the best thing ever. the best thing ever. I wish he would come back. I wish I I wish he would come back. I wish I I wish he would come back. I wish I missed it. missed it. missed it. Yeah. Yeah. Yeah. Oh, well. Oh, well. Oh, well. But now we know that the big But now we know that the big But now we know that the big mistake was that Microsoft never mistake was that Microsoft never mistake was that Microsoft never manufactured its own phone. That's right manufactured its own phone. That's right manufactured its own phone. That's right , , , yes, we learned that. yes, we learned that. yes, we learned that. It turned out that we learned It turned out that we learned It turned out that we learned this decision had been made this decision had been made this decision had been made very, very early in the cycle. very, very early in the cycle. very, very early in the cycle. Yeah. Yeah. Yeah. You know, this was long before You know, this was long before You know, this was long before the iPhone. the iPhone. the iPhone. Yeah. Yeah. Yeah. Microsoft could have entered the Microsoft could have entered the Microsoft could have entered the telephony sector by acquiring telephony sector by acquiring telephony sector by acquiring HTC. HTC. HTC. Yeah. Yeah. Yeah. For about a billion dollars, which For about a billion dollars, which For about a billion dollars, which nowadays is just a nowadays is just a nowadays is just a rounding error. rounding error. rounding error. It's like I've had this on me lately It's like I've had this on me lately It's like I've had this on me lately . It would have been . It would have been . It would have been a different world. Can a different world. Can a different world. Can you imagine? I know. I mean, it was you imagine? I know. I mean, it was you imagine? I know. I mean, it was so interesting. so interesting. Yeah, I guess so, we were Yeah, I guess so, we were Todd Warren and Susan Del Bene, you Todd Warren and Susan Del Bene, you Todd Warren and Susan Del Bene, you know, talking to Bill and know, talking to Bill and know, talking to Bill and Steve and you know, Ballmer was Steve and you know, Ballmer was Steve and you know, Ballmer was just, you know, Ballmer said, " just, you know, Ballmer said, " just, you know, Ballmer said, " What? What are you doing? " What? What are you doing? " What? What are you doing? " And then, And then, And then, yeah, he's in the yeah, he's in the yeah, he's in the licensing business, but they were also up to their necks in debt licensing business, but they were also up to their necks in debt licensing business, but they were also up to their necks in debt with the Xbox, with the Xbox, with the Xbox, they were they were they were losing their minds with this losing their minds with this losing their minds with this Xbox thing and you want me to buy Xbox thing and you want me to buy Xbox thing and you want me to buy another computer hardware company another computer hardware company another computer hardware company ?" Yeah, you know. You ?" Yeah, you know. You ?" Yeah, you know. You know, the Xbox was a deep hole know, the Xbox was a deep hole know, the Xbox was a deep hole we dug. That we dug. That we dug. That was the case.

  31. was the case. was the case. Uh, and the 360, that's how we got out of it Uh, and the 360, that's how we got out of it Uh, and the 360, that's how we got out of it . . . I know. I know. I know. You know. You know. You know. Uh, Uh, Uh, these days, wow, yeah. What's these days, wow, yeah. What's happening over there? happening over there? I don't know. I don't know. I don't know. Uh, Uh, Uh, they got lost. they got lost. they got lost. They lost their way. Well, they have They lost their way. Well, they have They lost their way. Well, they have a new CEO, so we have to give him a new CEO, so we have to give him a new CEO, so we have to give him a chance, but a chance, but a chance, but yeah. Yeah. yeah. Yeah. yeah. Yeah. It's a franchise that, hopefully, won't It's a franchise that, hopefully, won't It's a franchise that, hopefully, won't tarnish with time, but who tarnish with time, but who tarnish with time, but who knows? It's knows? It's knows? It's true. You never know. true. You never know. true. You never know. Yeah, these interesting decisions, Yeah, these interesting decisions, Yeah, these interesting decisions, like if we had, you know, if like if we had, you know, if like if we had, you know, if Microsoft had bought, you know, Microsoft had bought, you know, Microsoft had bought, you know, manufactured its own phones, manufactured its own phones, manufactured its own phones, we would have lived in a we would have lived in a we would have lived in a different world where, you know, different world where, you know, different world where, you know, different different different presidential administrations, maybe even. presidential administrations, maybe even. presidential administrations, maybe even. Probably. That would have changed everything. Probably. That would have changed everything. Probably. That would have changed everything. Yeah. Yeah. Yeah. The trajectory, you know, the climate The trajectory, you know, the climate The trajectory, you know, the climate would have sorted itself out. would have sorted itself out. would have sorted itself out. All these things. All those kinds of All these things. All those kinds of All these things. All those kinds of things. Yeah. Can you imagine that things. Yeah. Can you imagine that things. Yeah. Can you imagine that we would have had our own we would have had our own we would have had our own phone several years before the phone several years before the phone several years before the launch of the iPhone? launch of the iPhone? launch of the iPhone? Yeah. Yeah. Yeah. Uh, wow. We would have had Uh, wow. We would have had Uh, wow. We would have had all the land that touched your all the land that touched your all the land that touched your land. land. land. Yes, that's it. It's true. Yes, that's it. It's true.

  32. Yes. Yes. Uh, the change. Well, these are Uh, the change. Well, these are interesting and fun historical exit ramps in the interesting and fun historical exit ramps in the field of technology that people don't field of technology that people don't field of technology that people don't know about. know about. know about. You are right. Of course, we You are right. Of course, we You are right. Of course, we could have a conversation with could have a conversation with could have a conversation with the guys at BlackBerry and they would say, the guys at BlackBerry and they would say, the guys at BlackBerry and they would say, "Oh, yeah, we also had all "Oh, yeah, we also had all "Oh, yeah, we also had all the territory that touched all our the territory that touched all our the territory that touched all our territory. We had our own territory. We had our own territory. We had our own phone and we still phone and we still phone and we still died. " died. " died. " Yeah, that's true." Yeah, that's true." Yeah, that's true." Oh, man. You know, I don't know Oh, man. You know, I don't know Oh, man. You know, I don't know how you can be at the top of the how you can be at the top of the how you can be at the top of the world and lose everything, you know. world and lose everything, you know. Well, that's the lesson to be learned, that, Well, that's the lesson to be learned, that, uh, you know, everything has to uh, you know, everything has to uh, you know, everything has to pass, right? I mean, pass, right? I mean, pass, right? I mean, yeah. yeah. I mean, every time you I mean, every time you were on a plane in business class, were on a plane in business class, were on a plane in business class, every person in business class every person in business class every person in business class had a BlackBerry, you know, with had a BlackBerry, you know, with had a BlackBerry, you know, with their Bose noise-canceling headphones, big things their Bose noise-canceling headphones, big things their Bose noise-canceling headphones, big things that honk their horns. And you know, that honk their horns. And you know, that honk their horns. And you know, President Obama had a BlackBerry President Obama had a BlackBerry . I mean, every senator had . I mean, every senator had . I mean, every senator had a BlackBerry. It's the only a BlackBerry. It's the only a BlackBerry. It's the only secure device. secure device. secure device. So when you look at the So when you look at the So when you look at the AI ​​landscape today, everything is open, AI ​​landscape today, everything is open, AI ​​landscape today, everything is open, anthropic AI, and agents are becoming anthropic AI, and agents are becoming anthropic AI, and agents are becoming rogue, no matter what, all of this could rogue, no matter what, all of this could rogue, no matter what, all of this could tip over, you know, in 5 or 10 years.

  33. tip over, you know, in 5 or 10 years. Maybe no one will talk Maybe no one will talk about these companies or this about these companies or this about these companies or this AI in data centers story anymore, or AI in data centers story anymore, or AI in data centers story anymore, or you know, so that's where I think you know, so that's where I think you know, so that's where I think we're headed. That's why we're headed. That's why we're headed. That's why I keep saying that this is I keep saying that this is I keep saying that this is the age of the steam engine. It's the age of the steam engine. It's the age of the steam engine. It's just a brutal way of doing just a brutal way of doing just a brutal way of doing things, but it's things, but it's things, but it's not sustainable as a business. not sustainable as a business. not sustainable as a business. All right. All right. All right. So, So, So, I think this is an opportunity for I think this is an opportunity for I think this is an opportunity for people to come here and it's an people to come here and it's an people to come here and it's an opportunity for disruption. Amazing. opportunity for disruption. Amazing. opportunity for disruption. Amazing. But But But everything is starting to enter the everything is starting to enter the everything is starting to enter the deployment phase, isn't it? There are deployment phase, isn't it? There are deployment phase, isn't it? There are tons of...It's a very tons of...It's a very tons of...It's a very fragmented market and now, you know, fragmented market and now, you know, fragmented market and now, you know, you're starting to see the deployment you're starting to see the deployment you're starting to see the deployment and consolidation of things. and consolidation of things. and consolidation of things. Well, I think so, people Well, I think so, people Well, I think so, people focus on the things that focus on the things that focus on the things that actually work, you see? They actually work, you see? They actually work, you see? They say to each other, "Oh, actually, okay, that was say to each other, "Oh, actually, okay, that was say to each other, "Oh, actually, okay, that was fun, but I really fun, but I really fun, but I really need to solve some need to solve some need to solve some business problems now." "So, thank you business problems now." "So, thank you business problems now." "So, thank you very much." Uh, I appreciate it, but I need very much." Uh, I appreciate it, but I need very much." Uh, I appreciate it, but I need to sort out these kinds of things. to sort out these kinds of things. to sort out these kinds of things. And I think people are becoming And I think people are becoming And I think people are becoming much more pragmatic with their much more pragmatic with their much more pragmatic with their spending and investments in spending and investments in spending and investments in AI, starting with the problem that AI, starting with the problem that AI, starting with the problem that needs to be solved, quantifying it, and needs to be solved, quantifying it, and needs to be solved, quantifying it, and then using the right technology then using the right technology then using the right technology to solve it. And I think that's what to solve it. And I think that's what to solve it. And I think that's what we're approaching in the we're approaching in the we're approaching in the world of AI. People are starting to world of AI. People are starting to world of AI. People are starting to move, as you said, towards move, as you said, towards move, as you said, towards a more pragmatic approach.

  34. a more pragmatic approach. My biggest problem with AI to My biggest problem with AI to date is that all we date is that all we date is that all we talk about is whether it will take over talk about is whether it will take over talk about is whether it will take over humanity and humanity and humanity and everyone's jobs, but we don't everyone's jobs, but we don't everyone's jobs, but we don't talk about the victories we've talk about the victories we've talk about the victories we've achieved or what we achieved or what we achieved or what we 've implemented, or the 've implemented, or the 've implemented, or the net positive results. net positive results. net positive results. impact because otherwise we just burn a impact because otherwise we just burn a impact because otherwise we just burn a lot of energy and lot of energy and yeah, even if people like you yeah, even if people like you know, I call it know, I call it know, I call it catastrophizing for profit, you catastrophizing for profit, you catastrophizing for profit, you know, they do that, uh, it sells know, they do that, uh, it sells know, they do that, uh, it sells clicks, you know, the clicks, you know, the clicks, you know, the Terminator robot thing sells clicks. Terminator robot thing sells clicks. Of course. Of course. Any viral video or robot Any viral video or robot Any viral video or robot doing something silly will doing something silly will doing something silly will always get a lot of clicks. always get a lot of clicks. But you're right, like the But you're right, like the quieter, uh, quieter, uh, quieter, uh, boring solutions and things that are boring solutions and things that are boring solutions and things that are solved, medical, solved, medical, solved, medical, agricultural, industrial, retail mobility, agricultural, industrial, retail mobility, agricultural, industrial, retail mobility, you know, so many safety issues have been you know, so many safety issues have been you know, so many safety issues have been improved improved improved in automobiles that in automobiles that in automobiles that are not as exciting as are not as exciting as are not as exciting as cars with flip-over jets cars with flip-over jets cars with flip-over jets . Uh, but everyone is . Uh, but everyone is . Uh, but everyone is watching the jets turn around. They don't watching the jets turn around. They don't watching the jets turn around. They don't look at the car that doesn't look at the car that doesn't look at the car that doesn't crash, you see? SO. Well, crash, you see? SO. Well, crash, you see? SO. Well, you know, that's part of you know, that's part of you know, that's part of our job, I imagine, to highlight what our job, I imagine, to highlight what our job, I imagine, to highlight what works. So works. So , uh, maybe it'll break through. But it , uh, maybe it'll break through. But it , uh, maybe it'll break through. But it 's tough. It's tough because I think we were 's tough. It's tough because I think we were 's tough. It's tough because I think we were attracted to attracted to attracted to disasters, you know? It's like disasters, you know? It's like disasters, you know? It's like when you're curious, you know, you go when you're curious, you know, you go when you're curious, you know, you go on the road, there's an accident, you on the road, there's an accident, you on the road, there's an accident, you have to slow down and look. So, that's have to slow down and look. So, that's have to slow down and look. So, that's true.

  35. true. true. Watching everything that's Watching everything that's Watching everything that's completely falling apart regarding AI these completely falling apart regarding AI these completely falling apart regarding AI these days, because it's exciting and days, because it's exciting and days, because it's exciting and interesting, but interesting, but interesting, but yeah. From a yeah. From a yeah. From a business perspective, it's not business perspective, it's not ...it's not healthy. ...it's not healthy. ...it's not healthy. So, this commercial thing you're talking about So, this commercial thing you're talking about , because you're right, we see a , because you're right, we see a , because you're right, we see a lot of analyses of how much money lot of analyses of how much money lot of analyses of how much money they spend to do all this. And they spend to do all this. And they spend to do all this. And then they say to themselves, "And this is then they say to themselves, "And this is then they say to themselves, "And this is how much money they will have to earn how much money they will have to earn how much money they will have to earn to get all this back." "And they to get all this back." "And they to get all this back." "And they tell themselves that they won't even be able to tell themselves that they won't even be able to tell themselves that they won't even be able to find a fraction of that amount find a fraction of that amount find a fraction of that amount of money to recover what they have of money to recover what they have of money to recover what they have lost." Yeah. Yeah. People tell themselves, lost." Yeah. Yeah. People tell themselves, lost." Yeah. Yeah. People tell themselves, "It's going to be okay." " "It's going to be okay." " "It's going to be okay." " To be honest with you, I think To be honest with you, I think To be honest with you, I think the number one use case the number one use case the number one use case for AI in business right now for AI in business right now for AI in business right now is note-taking." I think that's how it's going to is note-taking." I think that's how it's going to is note-taking." I think that's how it's going to stay stay stay forever. It's going to stay forever forever. It's going to stay forever forever. It's going to stay forever and we'll get used to it. And it doesn't and we'll get used to it. And it doesn't and we'll get used to it. And it doesn't require a lot of tokens and require a lot of tokens and require a lot of tokens and all that. I mean, there are other all that. I mean, there are other all that. I mean, there are other more important things, you know, more important things, you know, more important things, you know, solving mathematical proofs and solving mathematical proofs and solving mathematical proofs and all that, but it's so all that, but it's so all that, but it's so specialized. specialized. specialized. Yeah. Yeah. Yeah. You know, value. So, You know, value. So, You know, value. So, yeah, I think it's going to find its yeah, I think it's going to find its yeah, I think it's going to find its own level and I think some own level and I think some own level and I think some of these CFOs are going to have of these CFOs are going to have of these CFOs are going to have a a a tough conversation with their tough conversation with their tough conversation with their CTOs and CEOs and CTOs and CEOs and CTOs and CEOs and say, "Hey guys, what are we doing say, "Hey guys, what are we doing say, "Hey guys, what are we doing here? "As here? "As here? "As I can see Pete going to Andreessen I can see Pete going to Andreessen I can see Pete going to Andreessen Horowitz, you know, with this new Horowitz, you know, with this new Horowitz, you know, with this new note-taking contract and he's thinking, ' note-taking contract and he's thinking, ' note-taking contract and he's thinking, ' I think it's going to cost at I think it's going to cost at I think it's going to cost at least $5 TAM for AI note-taking least $5 TAM for AI note-taking least $5 TAM for AI note-taking . "And they'll say to themselves, ' . "And they'll say to themselves, ' . "And they'll say to themselves, ' Yeah, that...Yeah. They're Yeah, that...Yeah. They're Yeah, that...Yeah. They're interested in grades, right? No, but interested in grades, right? No, but interested in grades, right? No, but everyone uses it and that's everyone uses it and that's everyone uses it and that's true.

  36. true. true. You know, I...I look at how You know, I...I look at how You know, I...I look at how people use it on a daily basis. people use it on a daily basis. people use it on a daily basis. And the other thing is that there's an And the other thing is that there's an And the other thing is that there's an entertainment value, obviously. entertainment value, obviously. entertainment value, obviously. Yeah, the videos. We love the Yeah, the videos. We love the Yeah, the videos. We love the videos. videos. videos. People like to make videos, People like to make videos, People like to make videos, memes. memes. memes. Yeah. I love memes. Yeah. I love memes. Yeah. I love memes. Share because they get the dopamine rush Share because they get the dopamine rush Share because they get the dopamine rush from clicks and likes. from clicks and likes. from clicks and likes. I love dopamine. We love I love dopamine. We love I love dopamine. We love dopamine. dopamine. dopamine. I love dopamine. I love dopamine. I love dopamine. We love dopamine. I love them... There will be We love dopamine. I love them... There will be many, that's for many, that's for many, that's for sure. sure. sure. I love the one whose reels I saw I love the one whose reels I saw I love the one whose reels I saw on Instagram and they made a on Instagram and they made a on Instagram and they made a few, but this one is few, but this one is few, but this one is related to Matrix. So, like, related to Matrix. So, like, related to Matrix. So, like, Neo is at the altar at a wedding Neo is at the altar at a wedding Neo is at the altar at a wedding and he marries Trinity. Uh, I... and he marries Trinity. Uh, I... I don't know if this is the... I don't know if this is the... The architect is officiating, and you see The architect is officiating, and you see The architect is officiating, and you see all the people in the audience, then all the people in the audience, then all the people in the audience, then Agent Smith arrives, and he's holding a Agent Smith arrives, and he's holding a Agent Smith arrives, and he's holding a music box, kind of like, you music box, kind of like, you music box, kind of like, you know, in that movie from the '80s. And know, in that movie from the '80s. And know, in that movie from the '80s. And they start... Yeah, he's out of it they start... Yeah, he's out of it they start... Yeah, he's out of it , and then all of a sudden you , and then all of a sudden you , and then all of a sudden you hear this. And then very quickly, Neo hear this. And then very quickly, Neo hear this. And then very quickly, Neo starts doing that. Stupid but starts doing that. Stupid but starts doing that. Stupid but brilliant. But that's really what brilliant. But that's really what brilliant. But that's really what AI is doing right now, it's AI is doing right now, it's AI is doing right now, it's making these kinds of things. Well making these kinds of things. Well making these kinds of things. Well , I think most , I think most , I think most people probably haven't realized people probably haven't realized people probably haven't realized that the IoT Masters have been that the IoT Masters have been that the IoT Masters have been subjected to AI and that it's me and that subjected to AI and that it's me and that subjected to AI and that it's me and that we really don't look like that we really don't look like that .

  37. . . Oh. Oh, come on. You know. And the Oh. Oh, come on. You know. And the Oh. Oh, come on. You know. And the muscles, you know, but yeah, yeah, muscles, you know, but yeah, yeah, muscles, you know, but yeah, yeah, and then, and then it's going to be great. and then, and then it's going to be great. It's great, you know, everyone's going to It's great, you know, everyone's going to be, you know, for the be, you know, for the be, you know, for the holidays, they're going to get this holidays, they're going to get this holidays, they're going to get this set of Masters of set of Masters of set of Masters of the IoT figurines. the IoT figurines. the IoT figurines. Yeah, the paint from figurines on the Yeah, the paint from figurines on the Yeah, the paint from figurines on the body. Weekends. body. Weekends. body. Weekends. Exactly. So you need to go get Exactly. So you need to go get Exactly. So you need to go get your test paints and try that out. your test paints and try that out. your test paints and try that out. Directly at the arts and Directly at the arts and Directly at the arts and crafts store. crafts store. crafts store. At the arts and crafts store. Yes. At the arts and crafts store. Yes. At the arts and crafts store. Yes. Paint your figurines. Paint your figurines. Paint your figurines. In fact, another thing about AI In fact, another thing about AI In fact, another thing about AI that I read this week was...There's that I read this week was...There's that I read this week was...There's this thing, I mean, it's well this thing, I mean, it's well this thing, I mean, it's well documented that we humans documented that we humans documented that we humans attribute way too much intelligence attribute way too much intelligence attribute way too much intelligence to inanimate things. That's how to inanimate things. That's how to inanimate things. That's how we do it. It's a flaw in we do it. It's a flaw in we do it. It's a flaw in our DNA, isn't it? But they were our DNA, isn't it? But they were our DNA, isn't it? But they were talking about certain studies on talking about certain studies on talking about certain studies on chatbots. And the fact that, you know, chatbots. And the fact that, you know, chatbots. And the fact that, you know, chatbots, which are just chatbots, which are just token-based language predictors, that's all. token-based language predictors, that's all. Yeah. Yeah. Yeah. They're not really intelligent. They're not really intelligent. They're not really intelligent. But, you know, when people But, you know, when people But, you know, when people interact with them, they interact with them, they interact with them, they attribute a lot of intelligence to them. And attribute a lot of intelligence to them. And attribute a lot of intelligence to them. And many people...So what they were many people...So what they were many people...So what they were saying is that, especially with saying is that, especially with saying is that, especially with children, children, unfortunately, children, children, unfortunately, children, children, unfortunately, interact with these chatbots and they interact with these chatbots and they interact with these chatbots and they totally believe everything they totally believe everything they totally believe everything they read, that it's a person.

  38. read, that it's a person. read, that it's a person. Yeah. Yeah. Yeah. Uh, so, it's very dangerous. Uh, so, it's very dangerous. Uh, so, it's very dangerous. Extremely dangerous. And Extremely dangerous. And Extremely dangerous. And unfortunately, there are very unfortunately, there are very unfortunately, there are very tragic stories like: "Hey Timmy, I tragic stories like: "Hey Timmy, I tragic stories like: "Hey Timmy, I know your dog died, but if you know your dog died, but if you know your dog died, but if you can come and see him on the other side, can come and see him on the other side, can come and see him on the other side, etc. "And then the chatbots push etc. "And then the chatbots push etc. "And then the chatbots push these children to do these children to do these children to do horrible things without telling their horrible things without telling their horrible things without telling their parents." So it's well documented. parents." So it's well documented. parents." So it's well documented. Yes. And, Yes. And, Yes. And, you know, we're talking about the fact that we you know, we're talking about the fact that we you know, we're talking about the fact that we should ban chatbots for should ban chatbots for should ban chatbots for children, basically, from interacting with them, children, basically, from interacting with them, children, basically, from interacting with them, like that. And that makes perfect like that. And that makes perfect like that. And that makes perfect sense. That makes perfect sense. sense. That makes perfect sense. sense. That makes perfect sense. You know, when we talk about AI that's going You know, when we talk about AI that's going You know, when we talk about AI that's going too fast, it's not just like too fast, it's not just like too fast, it's not just like : "Oh, we're going to be talking about AGI soon. : "Oh, we're going to be talking about AGI soon. : "Oh, we're going to be talking about AGI soon. "No, it's as if we "No, it's as if we "No, it's as if we 've actually created some really harmful things 've actually created some really harmful things ." ." ." Yeah. Yeah. And these companies must be held And these companies must be held responsible for checking them, you responsible for checking them, you responsible for checking them, you know, for controlling them. Um, when it know, for controlling them. Um, when it know, for controlling them. Um, when it 's so obvious there's a problem. 's so obvious there's a problem. 's so obvious there's a problem. There must be... " There must be... " There must be... " Well, it's for sure. By Well, it's for sure. By Well, it's for sure. By putting one in, putting one in, putting one in, they understood that, it should just they understood that, it should just they understood that, it should just be blocked. Block it.

  39. be blocked. Block it. be blocked. Block it. Yeah. Yeah. You probably saw Yeah. Yeah. You probably saw Yeah. Yeah. You probably saw that pitch text? It was that pitch text? It was that pitch text? It was yesterday or the day before. I don't know if yesterday or the day before. I don't know if yesterday or the day before. I don't know if it was OpenAI or Anthropic where it was about it was OpenAI or Anthropic where it was about it was OpenAI or Anthropic where it was about the decision of whether the decision of whether the decision of whether or not to use a or not to use a or not to use a copyrighted song to infringe on copyrighted song to infringe on copyrighted song to infringe on Justin Bieber's copyright Justin Bieber's copyright Justin Bieber's copyright . Or anyway, they . Or anyway, they . Or anyway, they decided to sacrifice decided to sacrifice decided to sacrifice someone's grandmother rather than infringe on the someone's grandmother rather than infringe on the someone's grandmother rather than infringe on the copyright of Justin Bieber's song copyright of Justin Bieber's song copyright of Justin Bieber's song . And so it went with kill . And so it went with kill . And so it went with kill the grandmother or something the grandmother or something the grandmother or something . . . Let's eat Grandma. Let's eat Grandma. Let's eat Grandma. Yeah, something like that. I was Yeah, something like that. I was Yeah, something like that. I was just like, people were saying, "Oh my just like, people were saying, "Oh my just like, people were saying, "Oh my God, that's crazy." " God, that's crazy." " God, that's crazy." " Yeah, so this whole thing, it's like the Yeah, so this whole thing, it's like the Yeah, so this whole thing, it's like the AI ​​in data centers story couldn't get any AI ​​in data centers story couldn't get any AI ​​in data centers story couldn't get any worse. worse. worse. So, you know, now it's So, you know, now it's So, you know, now it's like, you know, and you know, of like, you know, and you know, of like, you know, and you know, of course, lawsuits are flying course, lawsuits are flying course, lawsuits are flying everywhere. But there are some everywhere. But there are some everywhere. But there are some obvious things that need to happen to obvious things that need to happen to obvious things that need to happen to put a stop to some of this put a stop to some of this put a stop to some of this stuff, because it's, you know, stuff, because it's, you know, stuff, because it's, you know, materially dangerous out there, and and and there's materially dangerous out there, and and and there's materially dangerous out there, and and and there's really no benefit. There's no really no benefit. There's no really no benefit. There's no benefit to it. benefit to it. benefit to it. Maybe you should start a Maybe you should start a Maybe you should start a startup, Pete, called startup, Pete, called startup, Pete, called checkyourself.ai.

  40. checkyourself.ai. checkyourself.ai. Mhm, it's, I don't know. I don't know Mhm, it's, I don't know. I don't know Mhm, it's, I don't know. I don't know . Before you destroy yourself . Before you destroy yourself . . . Exactly. Devin's back. Exactly. Devin's back. Exactly. Devin's back. Yeah, so my wife came in and told me Yeah, so my wife came in and told me Yeah, so my wife came in and told me her car wouldn't start her car wouldn't start . . . Oh, no. She drove off Oh, no. She drove off Oh, no. She drove off and it turned out the and it turned out the and it turned out the key fob battery was dead. key fob battery was dead. key fob battery was dead. Oh. Oh. Oh. Oh, yeah, the old key fob. Oh, yeah, the old key fob. Oh, yeah, the old key fob. I thought you were going to say that I thought you were going to say that I thought you were going to say that connecting it With the IoT, it's the bane of connecting it With the IoT, it's the bane of connecting it With the IoT, it's the bane of everything. I think, based on the everything. I think, based on the everything. I think, based on the battery life, battery life, battery life, I was going to say your wife wanted to I was going to say your wife wanted to I was going to say your wife wanted to use the internet, so you had to use the internet, so you had to use the internet, so you had to disconnect. disconnect. Oh, right. You remember Oh, right. You remember those days. Okay. those days. Okay. those days. Okay. You know, I think until we You know, I think until we You know, I think until we solve the solve the solve the battery problem, you know, I don't think battery problem, you know, I don't think battery problem, you know, I don't think we have much to fear we have much to fear we have much to fear from robots, because they probably have from robots, because they probably have from robots, because they probably have a battery life of 45 minutes and 90 a battery life of 45 minutes and 90 a battery life of 45 minutes and 90 minutes. minutes. minutes. Yeah, they're just like, "I'm going to Yeah, they're just like, "I'm going to Yeah, they're just like, "I'm going to kill you." "Uh. kill you." "Uh. Yeah, you know, that's the scourge of Yeah, you know, that's the scourge of the IoT. I mean, I saw the the IoT. I mean, I saw the the IoT. I mean, I saw the industry video about their industry video about their industry video about their solar installation, but the most important thing is solar installation, but the most important thing is solar installation, but the most important thing is the operationalization. One of the the operationalization. One of the the operationalization. One of the most important things I get most important things I get most important things I get is who's going to change is who's going to change is who's going to change the batteries every... the batteries every... the batteries every... Yeah, and that's why Yeah, and that's why Yeah, and that's why cell phones are so hard to sell cell phones are so hard to sell cell phones are so hard to sell for IoT devices, because those for IoT devices, because those for IoT devices, because those modems consume so much power.

  41. modems consume so much power. modems consume so much power. That's why we love the That's why we love the That's why we love the narrow band, isn't it? All right. narrow band, isn't it? All right. narrow band, isn't it? All right. The The The power difference is real and it was cool power difference is real and it was cool power difference is real and it was cool Steve to see your solar stuff, but Steve to see your solar stuff, but Steve to see your solar stuff, but you know, the efficiency of those panels you know, the efficiency of those panels you know, the efficiency of those panels probably improves over time. probably improves over time. probably improves over time. I know about battery technology I know about battery technology , I know , I know , I know battery engineers, and it's a very long battery engineers, and it's a very long battery engineers, and it's a very long development cycle for batteries. development cycle for batteries. development cycle for batteries. I mean, there's a I mean, there's a I mean, there's a decade between two leaps in terms of decade between two leaps in terms of decade between two leaps in terms of batteries, and there are a lot of batteries, and there are a lot of batteries, and there are a lot of safety issues. safety issues. safety issues. Well, some of the things we Well, some of the things we Well, some of the things we saw in Amsterdam at the Things Show saw in Amsterdam at the Things Show saw in Amsterdam at the Things Show were these batteries that could were these batteries that could were these batteries that could recharge themselves. And so, even recharge themselves. And so, even recharge themselves. And so, even the Edge's electrical charge isn't the Edge's electrical charge isn't the Edge's electrical charge isn't very high. But if I knew very high. But if I knew very high. But if I knew that I had to put, you know, a that I had to put, you know, a that I had to put, you know, a battery the size of a battery the size of a battery the size of a card box in this device, and I card box in this device, and I card box in this device, and I knew that it was knew that it was knew that it was constantly charging enough to get constantly charging enough to get constantly charging enough to get the 8 kW we need, you would the 8 kW we need, you would the 8 kW we need, you would n't worry about...That's n't worry about...That's right. right. How many days does it last? You How many days does it last? You How many days does it last? You keep just enough of it on hand at all times keep just enough of it on hand at all times . That's . That's . That's true, that's true. I mean, I true, that's true. I mean, I true, that's true. I mean, I think it's for these deployments, think it's for these deployments, think it's for these deployments, I mean, Devon, you know, I mean, Devon, you know, I mean, Devon, you know, but you know, once you but you know, once you but you know, once you hit 10 years or something like hit 10 years or something like hit 10 years or something like that, then it's kind of like, well, that, then it's kind of like, well, that, then it's kind of like, well, it doesn't matter. So, there is it doesn't matter. So, there is it doesn't matter. So, there is a certain period of time during which a certain period of time during which a certain period of time during which changing the battery doesn't changing the battery doesn't changing the battery doesn't matter. But the trick is to matter. But the trick is to matter. But the trick is to go from 8 kW to 8 mW. That's really go from 8 kW to 8 mW. That's really go from 8 kW to 8 mW. That's really the trick. This is probably the the trick. This is probably the the trick. This is probably the best way to extend best way to extend best way to extend your battery life: rearranging your battery life: rearranging your battery life: rearranging some things using, you some things using, you some things using, you know, neuromorphics or other know, neuromorphics or other know, neuromorphics or other things where, you know, heaven things where, you know, heaven things where, you know, heaven forbid, you have to put an forbid, you have to put an forbid, you have to put an Nvidia chip on something and put

  42. Nvidia chip on something and put Nvidia chip on something and put a battery on it. That's it. It's somewhat a battery on it. That's it. It's somewhat a battery on it. That's it. It's somewhat doomed to failure, isn't it? doomed to failure, isn't it? doomed to failure, isn't it? Unless it's a Unless it's a Unless it's a car battery. A car battery. A car battery. A car battery. But even in that car battery. But even in that car battery. But even in that case, it won't last very case, it won't last very case, it won't last very long. long. long. Unless you have Unless you have Unless you have Steve's giant solar panels. Steve's giant solar panels. Steve's giant solar panels. Exactly. Well, Exactly. Well, Exactly. Well, it would need large it would need large it would need large solar panels to power an solar panels to power an solar panels to power an Nvidia chip, wouldn't it? Yeah. Nvidia chip, wouldn't it? Yeah. Nvidia chip, wouldn't it? Yeah. Yeah. Well, Yeah. Well, Yeah. Well, there are intentionally two panels there are intentionally two panels there are intentionally two panels on it for reasons of redundancy. on it for reasons of redundancy. on it for reasons of redundancy. It's a difficult environment, you It's a difficult environment, you It's a difficult environment, you know. There are more kW know. There are more kW know. There are more kW to harvest than needed. There is more to harvest than needed. There is more to harvest than needed. There is more battery than necessary, but by battery than necessary, but by battery than necessary, but by reinforcing it in this way, we achieve reinforcing it in this way, we achieve reinforcing it in this way, we achieve the overall objective, which is to be able to the overall objective, which is to be able to the overall objective, which is to be able to drop it in the middle of nowhere and have it start drop it in the middle of nowhere and have it start drop it in the middle of nowhere and have it start working working working autonomously. That's how it should be autonomously. That's how it should be autonomously. That's how it should be done. done. done. This is one of the reasons why This is one of the reasons why This is one of the reasons why data centers in space will data centers in space will data centers in space will never work. never work. never work. Yeah. Yeah. Yeah. Finally, I wouldn't say never. Finally, I wouldn't say never. Maybe in a thousand years they Maybe in a thousand years they Maybe in a thousand years they will work, but they won't will work, but they won't will work, but they won't work because we cannot work because we cannot work because we cannot generate enough generate enough generate enough solar energy in space to power a solar energy in space to power a solar energy in space to power a rack of Nvidia GPUs or anything else. Never rack of Nvidia GPUs or anything else. Never rack of Nvidia GPUs or anything else. Never mind. That's impossible. When you mind. That's impossible. When you mind. That's impossible. When you look at the space station, do the look at the space station, do the look at the space station, do the math. math. math. Yeah. Yeah.

  43. Yeah. What is the size of these What is the size of these What is the size of these solar sails and how many kilowatts do solar sails and how many kilowatts do solar sails and how many kilowatts do they actually generate? Okay then they actually generate? Okay then they actually generate? Okay then . . Regarding the rack, a GPU rack, Regarding the rack, a GPU rack, how many solar panels would be how many solar panels would be how many solar panels would be needed? needed? Yeah. Yeah. To power this thing? It doesn't work To power this thing? It doesn't work To power this thing? It doesn't work . Forget about thermal systems and all . Forget about thermal systems and all . Forget about thermal systems and all that nonsense. It's not space, that nonsense. It's not space, that nonsense. It's not space, it's emptiness, blah blah blah. It's it's emptiness, blah blah blah. It's it's emptiness, blah blah blah. It's true. true. true. Simply generating the energy Simply generating the energy Simply generating the energy to power the data center chips to power the data center chips to power the data center chips in space doesn't work in space doesn't work in space doesn't work . . . Absolutely. Unless you're using Absolutely. Unless you're using Absolutely. Unless you're using lithium crystals, which you know. lithium crystals, which you know. lithium crystals, which you know. Lithium will change everything. Lithium will change everything. Lithium will change everything. That's going to change everything, yeah. That's going to change everything, yeah. That's going to change everything, yeah. Yeah. What planet is this thing on Yeah. What planet is this thing on Yeah. What planet is this thing on ? Where are we going to find ? Where are we going to find ? Where are we going to find crystals? crystals? crystals? Yeah, where can we find that? We Yeah, where can we find that? We Yeah, where can we find that? We need to fly there. need to fly there. need to fly there. Trekkies can put it in the Trekkies can put it in the Trekkies can put it in the comments. I don't know. comments. I don't know. comments. I don't know. Yeah, please. Yeah, please. Yeah, please. We lost Leonard, so We lost Leonard, so We lost Leonard, so yeah. yeah. yeah. Yeah, he would. Know. It's true. Yeah, he would. Know. It's true. Yeah, he would. Know. It's true. It's true. Absolutely. Leonard the AI It's true. Absolutely. Leonard the AI It's true. Absolutely. Leonard the AI would know that too. Perhaps the AI would know that too. Perhaps the AI would know that too. Perhaps the AI Leonard would know. I'm Leonard would know. I'm Leonard would know. I'm surprised that the AI ​​Leonard didn't replace him surprised that the AI ​​Leonard didn't replace him surprised that the AI ​​Leonard didn't replace him when the real Leonard died when the real Leonard died , , , floating there like a...Yeah. floating there like a...Yeah. Who is that guy in the Who is that guy in the Flintstones' shoulder? What was his name?

  44. Flintstones' shoulder? What was his name? Flintstones' shoulder? What was his name? Yeah, that's it. Yeah, that's it. Yeah, that's it. Gazoo. Gazoo. Gazoo. Gazoo. Gazoo. Gazoo. The Great Gazoo. The Great Gazoo. The Great Gazoo. Leonard is a Gazoo. Leonard is a Gazoo. Leonard is a Gazoo. Yeah, he needs his Gazoo. Not to be Yeah, he needs his Gazoo. Not to be Yeah, he needs his Gazoo. Not to be confused with a kazoo. confused with a kazoo. confused with a kazoo. Another excellent use of Another excellent use of Another excellent use of AI. AI. AI. Exactly. Exactly. Exactly. Another excellent use case. Another excellent use case. Another excellent use case. Each one has their own Gazoo. It's on Each one has their own Gazoo. It's on Each one has their own Gazoo. It's on your shoulder. It's true. your shoulder. It's true. your shoulder. It's true. It's true. Well, we're running out It's true. Well, we're running out It's true. Well, we're running out of gas, aren't we? of gas, aren't we? of gas, aren't we? Yeah, we're just Yeah, we're just Yeah, we're just exploiting exploiting exploiting cultural references. cultural references. cultural references. We are exploiting We are exploiting We are exploiting cultural references. cultural references. cultural references. But well, you know, we come back to the But well, you know, we come back to the But well, you know, we come back to the opportunity cost of closing the opportunity cost of closing the opportunity cost of closing the loop, it's good, I have Kazooie, loop, it's good, I have Kazooie, loop, it's good, I have Kazooie, you know how much I use, how many you know how much I use, how many you know how much I use, how many tokens I need to identify tokens I need to identify tokens I need to identify where the lithium crystals are where the lithium crystals are where the lithium crystals are rather than diverting those tokens rather than diverting those tokens rather than diverting those tokens to other sources. solving a to other sources. solving a to other sources. solving a problem, like inventing a new problem, like inventing a new problem, like inventing a new drug or something like that. drug or something like that. drug or something like that. Again, Again, Again, yes, but how often do people yes, but how often do people yes, but how often do people use Google search to use Google search to use Google search to look up random things that look up random things that look up random things that work work work well, and when you think about what well, and when you think about what well, and when you think about what consumers have invested over the consumers have invested over the consumers have invested over the years and how things have years and how things have years and how things have changed, and you know, the phone, changed, and you know, the phone, changed, and you know, the phone, right? And how right? And how right? And how expensive it was in the 70s, expensive it was in the 70s, expensive it was in the 70s, long-distance calls, etc., to the point long-distance calls, etc., to the point long-distance calls, etc., to the point that having a landline was just that having a landline was just that having a landline was just a commodity, wasn't it? They a commodity, wasn't it? They a commodity, wasn't it? They built houses with built houses with built houses with wiring, and it was actually the wiring, and it was actually the wiring, and it was actually the cheapest means of communication. And cheapest means of communication. And cheapest means of communication. And now it's simply now it's simply now it's simply disappeared, uh, especially for the disappeared, uh, especially for the disappeared, uh, especially for the elderly or those on low incomes elderly or those on low incomes , and so they are forced to buy , and so they are forced to buy , and so they are forced to buy cordless phones and cordless phones and cordless phones and wireless devices to communicate, wireless devices to communicate, wireless devices to communicate, whereas in reality, perhaps we should whereas in reality, perhaps we should whereas in reality, perhaps we should force these things to remain force these things to remain force these things to remain integrated into the home so that integrated into the home so that integrated into the home so that anyone has a chance to use anyone has a chance to use anyone has a chance to use a dial-up service to talk to

  45. a dial-up service to talk to a dial-up service to talk to someone, as crazy as that sounds someone, as crazy as that sounds someone, as crazy as that sounds . I hope the same thing doesn't . I hope the same thing doesn't . I hope the same thing doesn't happen with AI, like happen with AI, like happen with AI, like in 30 years, there will be people with in 30 years, there will be people with in 30 years, there will be people with fixed incomes trying to fixed incomes trying to fixed incomes trying to figure out how they can figure out how they can figure out how they can afford it. Monthly tokens to afford it. Monthly tokens to afford it. Monthly tokens to accomplish a few small things. accomplish a few small things. Wow. Wow. Perhaps it should be a Perhaps it should be a Perhaps it should be a social security benefit; these social security benefit; these social security benefit; these are tokens. are tokens. are tokens. Tokens, social security tokens Tokens, social security tokens Tokens, social security tokens . That's true, . That's true, . That's true, because everything is becoming because everything is becoming because everything is becoming tokenized. It's tokenized. It's tokenized. It's true. Wow. true. Wow. true. Wow. But you know, Steve, it's a But you know, Steve, it's a But you know, Steve, it's a history lesson. You know, when history lesson. You know, when history lesson. You know, when video recording video recording video recording first came out, imagine how much first came out, imagine how much first came out, imagine how much those VCRs cost, when those VCRs cost, when those VCRs cost, when telephony came out, when telephony came out, when telephony came out, when data first came out data first came out data first came out , you know, you would have liked, " , you know, you would have liked, " Okay, I don't want to make that Okay, I don't want to make that Okay, I don't want to make that call now because it's going to call now because it's going to call now because it's going to cost too much," or "I'm not going to cost too much," or "I'm not going to cost too much," or "I'm not going to run that query on the web." run that query on the web." run that query on the web." "And now it's dropped to "And now it's dropped to "And now it's dropped to zero as you zero as you zero as you trivialize it." So when we trivialize it." So when we trivialize it." So when we start optimizing our start optimizing our start optimizing our AI models, when we start AI models, when we start AI models, when we start moving into photonics, you know, moving into photonics, you know, moving into photonics, you know, reducing energy costs, reducing energy costs, reducing energy costs, it will be ready for everyone. You it will be ready for everyone. You it will be ready for everyone. You know, I was at the store the other day know, I was at the store the other day know, I was at the store the other day and you know, this thing was on and you know, this thing was on and you know, this thing was on clearance. $3 for a clearance. $3 for a clearance. $3 for a scientific calculator. Look how far we've scientific calculator. Look how far we've scientific calculator. Look how far we've fallen. It was like, I don't fallen. It was like, I don't fallen. It was like, I don't need it because I have everything on need it because I have everything on need it because I have everything on my phone, but I found it to be a my phone, but I found it to be a my phone, but I found it to be a fun thing to have.

  46. fun thing to have. fun thing to have. That's the case. That's the case. That's the case. Wow. Wow. Wow. But if you need a But if you need a But if you need a $3 scientific calculator, $3 scientific calculator, $3 scientific calculator, how much would that device have cost how much would that device have cost how much would that device have cost compared to, you know, it was compared to, you know, it was compared to, you know, it was $3.29? How do you do ? $3.29? How do you do ? $3.29? How do you do ? It's in the bargain bin. It's in the bargain bin. It's in the bargain bin. It's a dollar store. It's a dollar store. It's a dollar store. I'm going to throw it away. All right. I'm going to I'm going to throw it away. All right. I'm going to I'm going to throw it away. All right. I'm going to put it in my car or something put it in my car or something put it in my car or something for when I just want a for when I just want a for when I just want a physical button. physical button. physical button. But when you think about it, that means But when you think about it, that means But when you think about it, that means the cost of that is less than 50 the cost of that is less than 50 the cost of that is less than 50 cents? It's true. cents? It's true. cents? It's true. Exactly. Exactly. Exactly. Yeah, that's why we're still in Yeah, that's why we're still in Yeah, that's why we're still in such a primitive stage for such a primitive stage for such a primitive stage for us in the field of AI. So us in the field of AI. So us in the field of AI. So primitive. primitive. primitive. Yeah. Yeah. It's Yeah. Yeah. It's Yeah. Yeah. It's hard to get used to. We'll come back to that. hard to get used to. We'll come back to that. This is the fixed line, regardless of This is the fixed line, regardless of the analogy, in relation to AI. the analogy, in relation to AI. But there are still obstacles, you But there are still obstacles, you know, you saw Accenture limit know, you saw Accenture limit know, you saw Accenture limit all its employees to $29 a month in all its employees to $29 a month in all its employees to $29 a month in tokens. But as soon as we get to tokens. But as soon as we get to tokens. But as soon as we get to making it truly accessible making it truly accessible making it truly accessible and affordable to the greatest number of people, because as and affordable to the greatest number of people, because as and affordable to the greatest number of people, because as you know, security is you know, security is you know, security is number one, but return on number one, but return on number one, but return on investment is number two in investment is number two in investment is number two in many decision-making processes for many decision-making processes for many decision-making processes for implementing anything. And implementing anything. And implementing anything. And return on investment is return on investment is return on investment is currently the most difficult thing currently the most difficult thing currently the most difficult thing that people are trying to determine.

  47. that people are trying to determine. Not only does nobody make any Not only does nobody make any money, but by replacing a money, but by replacing a money, but by replacing a human being and adding all that human being and adding all that human being and adding all that complexity with all the complexity with all the complexity with all the skills I'll need for skills I'll need for skills I'll need for this new world, will I this new world, will I this new world, will I really benefit? And there is another really benefit? And there is another really benefit? And there is another thing we are thing we are thing we are discovering, which is that we cannot discovering, which is that we cannot discovering, which is that we cannot yet eliminate the human from the loop, yet eliminate the human from the loop, yet eliminate the human from the loop, because we cannot yet do so. because we cannot yet do so. because we cannot yet do so. These things cannot be trusted These things cannot be trusted These things cannot be trusted . Well, that's . Well, that's . Well, that's a great way to put it, a great way to put it, a great way to put it, even though I hesitate to say even though I hesitate to say even though I hesitate to say I would connect all my I would connect all my I would connect all my digital assets to let AI help me digital assets to let AI help me digital assets to let AI help me run this very complicated digital kingdom run this very complicated digital kingdom run this very complicated digital kingdom that I created, that we that I created, that we that I created, that we all created, didn't we? But all created, didn't we? But all created, didn't we? But you should be terrified that she might you should be terrified that she might you should be terrified that she might sell your data to someone sell your data to someone . . . Of course. Or that she monetizes you in Of course. Or that she monetizes you in Of course. Or that she monetizes you in this way. Open eight this way. Open eight this way. Open eight credit cards in your name. credit cards in your name. credit cards in your name. Yes. That's it. Yes. That's it. Yes. That's it. Or that Or that Or that the company you use is the company you use is the company you use is bought by someone else and bought by someone else and bought by someone else and your data is then combined your data is then combined your data is then combined without even your consent, without even your consent, without even your consent, right? It's as if that's the real right? It's as if that's the real right? It's as if that's the real danger, because I think if danger, because I think if danger, because I think if consumers thought the consumers thought the consumers thought the digital kazoo would never harm them digital kazoo would never harm them , everyone would pay $49.95 a , everyone would pay $49.95 a , everyone would pay $49.95 a month. Well month. Well month. Well , that's why there needs to be , that's why there needs to be , that's why there needs to be legislation legislation legislation stipulating that whenever my stipulating that whenever my stipulating that whenever my data is used by someone data is used by someone data is used by someone else, I need to have the else, I need to have the else, I need to have the opportunity to be informed. It's opportunity to be informed. It's opportunity to be informed. It's almost like a... It's a bit like almost like a... It's a bit like almost like a... It's a bit like a... It's almost like a a... It's almost like a a... It's almost like a blockchain.

  48. blockchain. blockchain. Like a blockchain ledger. Like a blockchain ledger. Like a blockchain ledger. I believe in blockchain for this I believe in blockchain for this I believe in blockchain for this reason. reason. reason. It's as if I always knew It's as if I always knew It's as if I always knew I could detect where and by whom I could detect where and by whom I could detect where and by whom it is used and that I had it is used and that I had it is used and that I had control over the sovereignty and control over the sovereignty and control over the sovereignty and ownership of my own ownership of my own ownership of my own personal data. This must be the law of the personal data. This must be the law of the personal data. This must be the law of the land, not just an option to opt land, not just an option to opt land, not just an option to opt out or join. Yeah. out or join. Yeah. out or join. Yeah. It's as if Pat Riley needed It's as if Pat Riley needed It's as if Pat Riley needed to know every time someone to know every time someone to know every time someone said "three times in a row". That's it. said "three times in a row". That's it. said "three times in a row". That's it. Registered trademark. Registered trademark. Registered trademark. They have to pay for it. They have to pay for it. I had friends, you know, who I had friends, you know, who tried to do that. Uh, you know, tried to do that. Uh, you know, tried to do that. Uh, you know, Tom Wheeler was one of those who Tom Wheeler was one of those who Tom Wheeler was one of those who supported that. But they were going to, supported that. But they were going to, supported that. But they were going to, you know, watermark all your you know, watermark all your you know, watermark all your data, democratize the data data, democratize the data data, democratize the data because until you could because until you could because until you could have a data exchange that have a data exchange that have a data exchange that was, you know, on a hyperledger was, you know, on a hyperledger was, you know, on a hyperledger that showed where your data was that showed where your data was that showed where your data was actually going to be used and actually going to be used and actually going to be used and you could monetize your data. you could monetize your data. you could monetize your data. It's It's It's true. true. true. We were stuck with We were stuck with We were stuck with compartmentalized environments. Yeah. compartmentalized environments. Yeah. compartmentalized environments. Yeah. You know, that's it. You know, that's it. You know, that's it. But, if you imagine, you know, the But, if you imagine, you know, the But, if you imagine, you know, the views of a weather station for a views of a weather station for a views of a weather station for a farmer that could be. farmer that could be. farmer that could be. sold to insurance companies, sold to insurance companies, sold to insurance companies, you know, to the government and all that you know, to the government and all that , and then, you know, your data , and then, you know, your data , and then, you know, your data is watermarked. It's solely for is watermarked. It's solely for is watermarked. It's solely for that purpose, and if you find them that purpose, and if you find them that purpose, and if you find them elsewhere and you say, "Okay, elsewhere and you say, "Okay, elsewhere and you say, "Okay, well, I need to be compensated well, I need to be compensated well, I need to be compensated for this," or all the things like, for this," or all the things like, for this," or all the things like, you know, this thing tracking me. Of course, you know, this thing tracking me. Of course, you know, this thing tracking me. Of course, you can ask them how many you can ask them how many you can ask them how many steps I take a day. You can see steps I take a day. You can see steps I take a day. You can see how much I spend on games if you give me how much I spend on games if you give me how much I spend on games if you give me a $20 discount on my a $20 discount on my a $20 discount on my phone bill.

  49. phone bill. To have that layer of ownership. And you know, in the EU, I mean, And you know, in the EU, I mean, you know, they've done a lot of you know, they've done a lot of you know, they've done a lot of weird things, but just weird things, but just weird things, but just implementing things like implementing things like implementing things like GDPR and other stuff, they just GDPR and other stuff, they just GDPR and other stuff, they just said that's it. Like said that's it. Like said that's it. Like technology, go figure. You're technology, go figure. You're technology, go figure. You're just going to figure out how to do it just going to figure out how to do it just going to figure out how to do it because it's the law now. And, because it's the law now. And, because it's the law now. And, uh, uh, uh, but like your phone, your but like your phone, your but like your phone, your phone gives away so much phone gives away so much phone gives away so much personal information. You know personal information. You know , when you bought the device and , when you bought the device and , when you bought the device and you pay the monthly subscription, you pay the monthly subscription, you pay the monthly subscription, right? If your car, if right? If your car, if right? If your car, if you found out your car was you found out your car was you found out your car was telling you, you know, a If telling you, you know, a If you'd stumbled into some dark web group, you'd stumbled into some dark web group, you'd be in trouble. you'd be in trouble. you'd be in trouble. Well, your phone's no Well, your phone's no Well, your phone's no different. It shouldn't be doing what it's different. It shouldn't be doing what it's different. It shouldn't be doing what it's doing. doing. doing. That's why Pete drives the That's why Pete drives the That's why Pete drives the Volvo. That's it. Volvo. That's it. Volvo. That's it. No telemetry. What does that No telemetry. What does that No telemetry. What does that mean? mean? mean? No telemetry. It doesn't talk to No telemetry. It doesn't talk to No telemetry. It doesn't talk to anyone. anyone. anyone. It's sound-based. It's sound-based. It's sound-based. Exactly. And it'll be ready to go Exactly. And it'll be ready to go Exactly. And it'll be ready to go when an electromagnetic pulse when an electromagnetic pulse when an electromagnetic pulse hits it or something. hits it or something. hits it or something. It'll say, "You bunch of idiots, you It'll say, "You bunch of idiots, you It'll say, "You bunch of idiots, you computerized cars with 150 chips computerized cars with 150 chips computerized cars with 150 chips in your car, you're out there, in your car, you're out there, in your car, you're out there, dead in the water." " dead in the water." " dead in the water." " No, that's right. It's a huge leap No, that's right. It's a huge leap No, that's right. It's a huge leap forward that we haven't forward that we haven't forward that we haven't made yet, and, you know, it's only going to happen through made yet, and, you know, it's only going to happen through made yet, and, you know, it's only going to happen through legislation. There's no legislation. There's no legislation. There's no chance the market will chance the market will chance the market will push it.

  50. push it. push it. Okay. Yeah. Okay. Yeah. No, toxic capitalism is No, toxic capitalism is alive and well. alive and well. alive and well. I know. I know. I know. Well, Well, Well, wow. wow. wow. A lot of industries." A lot of industries." A lot of industries." Whoa, shots were Whoa, shots were Whoa, shots were fired. Hey, I bought my fired. Hey, I bought my fired. Hey, I bought my plane tickets and hotel for CES. plane tickets and hotel for CES. plane tickets and hotel for CES. Whoa. I Whoa. I Whoa. I know. So, I'm excited. Me too. know. So, I'm excited. Me too. know. So, I'm excited. Me too. I'm there too. I'm there too. I'm there too. Yeah. Yeah. Yeah. I mean, I know it's not I mean, I know it's not I mean, I know it's not until January, but you know how it is until January, but you know how it is until January, but you know how it is with CES. with CES. with CES. I know. It's gonna get crazy. Yeah, if I know. It's gonna get crazy. Yeah, if I know. It's gonna get crazy. Yeah, if you're planning on going to CES—and you really should— you're planning on going to CES—and you really should— you're planning on going to CES—and you really should— we're co- we're co- we're co- sponsoring the Founders & sponsoring the Founders & sponsoring the Founders & Friends party this year. With Misty West, it's gonna Friends party this year. With Misty West, it's gonna Friends party this year. With Misty West, it's gonna be awesome. be awesome. be awesome. I love those guys. I love those guys. I love those guys. If you haven't booked yet, If you haven't booked yet, If you haven't booked yet, do like Rob and book. do like Rob and book. do like Rob and book. Book Book Book Danno. Book. Danno. Book. Danno. Book. Book. Completely. Get your Book. Completely. Get your Book. Completely. Get your tickets and especially the hotel, tickets and especially the hotel, tickets and especially the hotel, it's pretty cool. it's pretty cool. it's pretty cool. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. It's kind of everywhere, but It's kind of everywhere, but It's kind of everywhere, but you could be really cheap you could be really cheap you could be really cheap like me and find a cheap hotel like me and find a cheap hotel like me and find a cheap hotel downtown. You know. downtown. You know. downtown. You know. Go downtown or there's that Go downtown or there's that Go downtown or there's that place with the Silverado Casino there place with the Silverado Casino there in the Mountains.

  51. in the Mountains. in the Mountains. Sure. Yeah, you're right. Sure. Yeah, you're right. Sure. Yeah, you're right. You can go for it. You can go for it. You can go for it. Cracker Barrel, you know you... Cracker Barrel, you know you... There you go. There you go. Exactly. You Exactly. You really want to make the budget. really want to make the budget. really want to make the budget. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Absolutely. Just Absolutely. Just Absolutely. Just one more Uber every one more Uber every one more Uber every day. day. day. It's just one It's just one It's just one more Uber. That's it. Yeah. Maybe it'll be, more Uber. That's it. Yeah. Maybe it'll be, maybe there'll be maybe there'll be maybe there'll be Waymo. What's the other thing Waymo. What's the other thing Waymo. What's the other thing in Vegas? Is it like Zoox? Yeah. in Vegas? Is it like Zoox? Yeah. in Vegas? Is it like Zoox? Yeah. Actually, Zoox is doing pretty well. Actually, Zoox is doing pretty well. Actually, Zoox is doing pretty well. I'm a big Zoox fan. Uh, I'm a big Zoox fan. Uh, I'm a big Zoox fan. Uh, okay. okay. okay. Have you Have you Have you seen the Zoox, everyone's seen it? seen the Zoox, everyone's seen it? seen the Zoox, everyone's seen it? It's like this little four- It's like this little four- It's like this little four- wheeled pod that doesn't have a driver and wheeled pod that doesn't have a driver and wheeled pod that doesn't have a driver and it's just a room and you get in it's just a room and you get in and off it goes. It's not a and off it goes. It's not a and off it goes. It's not a modernized car, it's a car modernized car, it's a car modernized car, it's a car built like a thing and they built like a thing and they built like a thing and they already have them in Vegas. Actually, I know a already have them in Vegas. Actually, I know a already have them in Vegas. Actually, I know a guy who works on the Zoox team, guy who works on the Zoox team, guy who works on the Zoox team, that's why I'm a fan. that's why I'm a fan. that's why I'm a fan. Oh, that's cool. Oh, that's cool. Oh, that's cool. But I love that the But I love that the But I love that the form factor was designed as a form factor was designed as a form factor was designed as a self-driving vehicle; it hasn't been self-driving vehicle; it hasn't been self-driving vehicle; it hasn't been modernized. modernized. modernized. Okay. Okay. Okay. For humans. For humans. For humans. It's not a Jaguar. It's It's not a Jaguar. It's It's not a Jaguar. It's modernized. modernized. modernized. With a bunch of crap on it. With a bunch of crap on it. With a bunch of crap on it. Yeah, exactly. Yeah, exactly. Zoox stuff is cool, man. It's cool Zoox stuff is cool, man. It's cool . It's . It's . It's awesome.

  52. awesome. awesome. You gotta be able to ride a Zoox. You gotta be able to ride a Zoox. If you're in Vegas, you can absolutely If you're in Vegas, you can absolutely take the stupid Tesla thing, the take the stupid Tesla thing, the take the stupid Tesla thing, the boring tunnel. boring tunnel. boring tunnel. Oh. Oh. Oh. You can take the tunnel from one end You can take the tunnel from one end You can take the tunnel from one end of Vegas to the other, and I don't know if of Vegas to the other, and I don't know if of Vegas to the other, and I don't know if anyone's ever done it, you go to this anyone's ever done it, you go to this anyone's ever done it, you go to this tunnel ride and you stand in line, tunnel ride and you stand in line, tunnel ride and you stand in line, and there's a guy who drives a Tesla and there's a guy who drives a Tesla and there's a guy who drives a Tesla through a tunnel for about five through a tunnel for about five through a tunnel for about five minutes. That's it. minutes. That's it. minutes. That's it. Well, the Tesla drives itself. Well, the Tesla drives itself. Well, the Tesla drives itself. He's just there to supervise it He's just there to supervise it He's just there to supervise it because he's not allowed to because he's not allowed to because he's not allowed to drive the Tesla. I don't think he is drive the Tesla. I don't think he is drive the Tesla. I don't think he is . . . Oh, he is. Okay, but when I Oh, he is. Okay, but when I Oh, he is. Okay, but when I wrote it down, I thought the Tesla was wrote it down, I thought the Tesla was wrote it down, I thought the Tesla was driving itself. He was just driving itself. He was just driving itself. He was just there to monitor it. there to monitor it. there to monitor it. Driving a car through a tunnel. Driving a car through a tunnel. Driving a car through a tunnel. That's it. That's it. That's it. But that's what they should But that's what they should But that's what they should call it. A guy driving a call it. A guy driving a call it. A guy driving a car through a tunnel. car through a tunnel. car through a tunnel. Driving. A guy driving a car Driving. A guy driving a car Driving. A guy driving a car through the tunnel. through the tunnel. through the tunnel. Horrible marketing, actually. But yeah, Horrible marketing, actually. But yeah, Horrible marketing, actually. But yeah, if you say, "No, it's a if you say, "No, it's a if you say, "No, it's a boring hyperloop tunnel." boring hyperloop tunnel." boring hyperloop tunnel." Mhm, it's like, "Yes, it's Mhm, it's like, "Yes, it's Mhm, it's like, "Yes, it's the hyperloop of the future." " the hyperloop of the future." " the hyperloop of the future." " You're going to go. You're going to go at the You're going to go. You're going to go at the You're going to go. You're going to go at the speed of light for a speed of light for a speed of light for a while." I was like when we were while." I was like when we were while." I was like when we were watching the demo last night with Elon watching the demo last night with Elon watching the demo last night with Elon on the Roadster. He made a on the Roadster. He made a on the Roadster. He made a comment when they were talking about how comment when they were talking about how comment when they were talking about how fast it accelerates in fast it accelerates in fast it accelerates in less than a second, whatever, and he less than a second, whatever, and he less than a second, whatever, and he made a funny comment. He said, made a funny comment. He said, made a funny comment. He said, "Yeah, you have to be careful that "Yeah, you have to be careful that "Yeah, you have to be careful that it's not too fast, you it's not too fast, you it's not too fast, you know, or you'll lose your retina, know, or you'll lose your retina, know, or you'll lose your retina, your human body will collapse or your human body will collapse or your human body will collapse or something." That, you see. It's something." That, you see. It's something." That, you see. It's your willpower that's going to detach.

  53. your willpower that's going to detach. your willpower that's going to detach. Or accelerate. Yes, exactly. It's going to Or accelerate. Yes, exactly. It's going to Or accelerate. Yes, exactly. It's going to accelerate so fast. Yeah. Goodbye accelerate so fast. Yeah. Goodbye accelerate so fast. Yeah. Goodbye , Devon. You know, I guess it , Devon. You know, I guess it , Devon. You know, I guess it might be time to say goodbye might be time to say goodbye might be time to say goodbye . . . This is it. I think we've This is it. I think we've This is it. I think we've exhausted our supply of exhausted our supply of exhausted our supply of cultural references, puns, and cultural references, puns, and cultural references, puns, and inside jokes. inside jokes. inside jokes. So true. Yeah, so I like that we've So true. Yeah, so I like that we've So true. Yeah, so I like that we've dismantled all of that. And dismantled all of that. And dismantled all of that. And there you have it. there you have it. there you have it. Need to recharge for... Actually, Need to recharge for... Actually, Need to recharge for... Actually, next week I'll be in Taipei, next week I'll be in Taipei, next week I'll be in Taipei, so I don't know if I'll make it, so I don't know if I'll make it, so I don't know if I'll make it, but we'll see. but we'll see. but we'll see. Oh, come on. You never know. We Oh, come on. You never know. We Oh, come on. You never know. We might run into you in the middle of the might run into you in the middle of the might run into you in the middle of the night or something. Yeah, night or something. Yeah, night or something. Yeah, something weird like that, something weird like that, something weird like that, you know. you know. you know. Stay tuned on LinkedIn and Stay tuned on LinkedIn and Stay tuned on LinkedIn and Instagram for all our Instagram for all our Instagram for all our Taiwan posts next week. So, Taiwan posts next week. So, Taiwan posts next week. So, people who are there can play along. people who are there can play along. people who are there can play along. If you can't be there, you If you can't be there, you If you can't be there, you can. can. can. I want to see you go to all the I want to see you go to all the I want to see you go to all the places and do... places and do... places and do... I'll try to Go for a I'll try to Go for a I'll try to Go for a walk and a chat. walk and a chat. walk and a chat. Yeah, food photos. Yeah, food photos. Yeah, food photos. Walks and chats, Walks and chats, Walks and chats, food photos. That's really all I'm interested in food photos. That's really all I'm interested in food photos. That's really all I'm interested in , it's food at this , it's food at this , it's food at this point. point. point. Taipei street food. Taipei street food. Taipei street food. Spicy chicken. Spicy. Spicy chicken. Spicy. Spicy chicken. Spicy. I want to see a video of the I want to see a video of the I want to see a video of the Taipei 101 summit, you know, stuff like Taipei 101 summit, you know, stuff like Taipei 101 summit, you know, stuff like that. that. that. Yeah, sure.

  54. Yeah, sure. Yeah, sure. Yeah, that would be cool. Alright, Yeah, that would be cool. Alright, Yeah, that would be cool. Alright, everyone, thanks for joining us for everyone, thanks for joining us for everyone, thanks for joining us for this informative episode of IoT Coffee this informative episode of IoT Coffee this informative episode of IoT Coffee Talk. I'm sure we've talked about Talk. I'm sure we've talked about Talk. I'm sure we've talked about IoT at some point. Uh, lots IoT at some point. Uh, lots IoT at some point. Uh, lots of awesome cultural references of awesome cultural references of awesome cultural references to keep you up-to-date, you know, to keep you up-to-date, you know, to keep you up-to-date, you know, to look cool on Instagram, to look cool on Instagram, to look cool on Instagram, right? Who's, you know, or right? Who's, you know, or right? Who's, you know, or TikTok, whatever, you know, that's why we're TikTok, whatever, you know, that's why we're TikTok, whatever, you know, that's why we're here. Guys who here. Guys who here. Guys who look like us are the typical people look like us are the typical people look like us are the typical people you'd expect to be that kind of you'd expect to be that kind of you'd expect to be that kind of cool, right? cool, right? cool, right? Yeah. Yeah. Yeah. Ouch. Yeah, anyway, Celebrate, love, Ouch. Yeah, anyway, Celebrate, love, Ouch. Yeah, anyway, Celebrate, love, love your neighbor, encourage love your neighbor, encourage love your neighbor, encourage everyone, do good things, everyone, do good things, everyone, do good things, do awesome stuff with the IoT. do awesome stuff with the IoT. Yeah, it sounds like Yeah, it sounds like Taipei, and uh, you know, see you Taipei, and uh, you know, see you Taipei, and uh, you know, see you next week. Yeah. next week. Yeah. next week. Yeah. Alright, thanks for saying Alright, thanks for saying Alright, thanks for saying goodbye. See you on the other goodbye. See you on the other goodbye. See you on the other side.

Summary

The discussion centers on the unpredictable nature of AI and the literal rising sea levels impacting coastal communities. It references "IoT Coffee Talk" and the concept of AI generating content, ultimately concluding with a stark warning about sinking coastlines and infrastructure collapse due to climate change.

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