Frank Friedberg

We're using a lot more models and we're seeing them be very practically applied at the edge. So you don't need to have large models running on a large compute cloud to get practical value. And this is definitely a big, A big point in the industry is that you're getting highly functional application-specific models that can be run in a more local environment on the edge.

We're using a lot more models and we're seeing them be very practically applied at the edge. So you don't need to have large models running on a large compute cloud to get practical value. And this is definitely a big, A big point in the industry is that you're getting highly functional application-specific models that can be run in a more local environment on the edge.

So they're not running the cloud on big compute clusters. And there's incredible applications in things like machine vision and control systems. You're going to ultimately see this being... I don't know if you guys saw that Chinese dog. We never talked about this. China basically ripped off Boston Dynamics, or at least that's what it looks like. And they created this military dog.

So they're not running the cloud on big compute clusters. And there's incredible applications in things like machine vision and control systems. You're going to ultimately see this being... I don't know if you guys saw that Chinese dog. We never talked about this. China basically ripped off Boston Dynamics, or at least that's what it looks like. And they created this military dog.

Nick, can you pull up the clip? And then they put machine guns on the back of the dog's back. The models are running locally in these devices. In fact, I think we're going to have a few demonstrations of this at the... at the Olin Summit. So the robotic applications are pretty powerful. Machine vision applications are very powerful.

Nick, can you pull up the clip? And then they put machine guns on the back of the dog's back. The models are running locally in these devices. In fact, I think we're going to have a few demonstrations of this at the... at the Olin Summit. So the robotic applications are pretty powerful. Machine vision applications are very powerful.

And when you see this insane video from China, by the way, this is a totally different topic. You guys seen this?

And when you see this insane video from China, by the way, this is a totally different topic. You guys seen this?

So this thing goes autonomously into a building and it can then find its target and eliminate its target with the machine gun on the back. Incredible. And you can see this becoming like, let's say they build a assembly line and they put out 10 million, 50 million of these things, and these things can now go run autonomously in the field. This is the dark side of small,

So this thing goes autonomously into a building and it can then find its target and eliminate its target with the machine gun on the back. Incredible. And you can see this becoming like, let's say they build a assembly line and they put out 10 million, 50 million of these things, and these things can now go run autonomously in the field. This is the dark side of small,

highly performative application-specific models running in an embedded way.

highly performative application-specific models running in an embedded way.

I'll make one last wrap on this. I'll take the other side of bundling. Oh, here we go. I think ultimately, if bundling benefits the consumer or the customer from improved prices, I don't buy the antitrust arguments on a lot of these cases. I don't think that you're keeping...

I'll make one last wrap on this. I'll take the other side of bundling. Oh, here we go. I think ultimately, if bundling benefits the consumer or the customer from improved prices, I don't buy the antitrust arguments on a lot of these cases. I don't think that you're keeping...

competitive solutions in the market if the benefit of the lower cost product is actually there for the consumer or the customer. Supermarkets, for example, do this, right? So there's a lot of products in the supermarket like peanut butter, milk, eggs that have historically been big loss leaders because they get people in the store. Once they get in the store- Peanut butter is not a monopoly.

competitive solutions in the market if the benefit of the lower cost product is actually there for the consumer or the customer. Supermarkets, for example, do this, right? So there's a lot of products in the supermarket like peanut butter, milk, eggs that have historically been big loss leaders because they get people in the store. Once they get in the store- Peanut butter is not a monopoly.

So you're talking about one week. And Teams is not a monopoly, right? When you install it, Microsoft Office is and 365 is.

So you're talking about one week. And Teams is not a monopoly, right? When you install it, Microsoft Office is and 365 is.

There are other options. You have options. There's plenty of options.

There are other options. You have options. There's plenty of options.