Rene Haas

I think OpenAI, and I was in a discussion with the OpenAI guys last week, they're doing the 12 days of Christmas. 12 days of shipments. 12 days of shipments, yeah. And they're doing something every day. It takes two or three years to develop a chip, right? So think about the chips that are in that new iPhone when they were conceived.

and when they were designed and when the features that were thought about that had to go inside that phone. ChatGPT didn't even exist at that time. So I think this is going to be something that is the classic, it's going to be gradually and then it's suddenly. You're just going to see sort of a knee in the curve moment where the hardware is now sophisticated enough and then the apps rush in.

and when they were designed and when the features that were thought about that had to go inside that phone. ChatGPT didn't even exist at that time. So I think this is going to be something that is the classic, it's going to be gradually and then it's suddenly. You're just going to see sort of a knee in the curve moment where the hardware is now sophisticated enough and then the apps rush in.

and when they were designed and when the features that were thought about that had to go inside that phone. ChatGPT didn't even exist at that time. So I think this is going to be something that is the classic, it's going to be gradually and then it's suddenly. You're just going to see sort of a knee in the curve moment where the hardware is now sophisticated enough and then the apps rush in.

Well, I think, as I said, one of the things that we're seeing is that whether it's a wearable or a PC or a phone or a car, the chips that are being designed are just being stuffed with as much compute capability to take advantage of what might be there. So it's a bit of chicken and egg relative to you load up the hardware with as much capability, hoping that the software lands on it.

Well, I think, as I said, one of the things that we're seeing is that whether it's a wearable or a PC or a phone or a car, the chips that are being designed are just being stuffed with as much compute capability to take advantage of what might be there. So it's a bit of chicken and egg relative to you load up the hardware with as much capability, hoping that the software lands on it.

Well, I think, as I said, one of the things that we're seeing is that whether it's a wearable or a PC or a phone or a car, the chips that are being designed are just being stuffed with as much compute capability to take advantage of what might be there. So it's a bit of chicken and egg relative to you load up the hardware with as much capability, hoping that the software lands on it.

And the software is innovating at a very, very rapid pace. But that intersection will come where suddenly, oh my gosh, I've shrunk the large language model down to a certain size. The chip that's going in this tiny wearable now has enough memory to take advantage of that model. And as a result, the magic takes over. And that will happen. It will be gradual and then sudden.

And the software is innovating at a very, very rapid pace. But that intersection will come where suddenly, oh my gosh, I've shrunk the large language model down to a certain size. The chip that's going in this tiny wearable now has enough memory to take advantage of that model. And as a result, the magic takes over. And that will happen. It will be gradual and then sudden.

And the software is innovating at a very, very rapid pace. But that intersection will come where suddenly, oh my gosh, I've shrunk the large language model down to a certain size. The chip that's going in this tiny wearable now has enough memory to take advantage of that model. And as a result, the magic takes over. And that will happen. It will be gradual and then sudden.

Yeah, I do. It's interesting because many of the markets that we have been involved in, whether it's mainframes to PCs to mobile and then wearables or watches... Some new form factor drives some new level of innovation. It's hard to say what that new next form factor looks like.

Yeah, I do. It's interesting because many of the markets that we have been involved in, whether it's mainframes to PCs to mobile and then wearables or watches... Some new form factor drives some new level of innovation. It's hard to say what that new next form factor looks like.

Yeah, I do. It's interesting because many of the markets that we have been involved in, whether it's mainframes to PCs to mobile and then wearables or watches... Some new form factor drives some new level of innovation. It's hard to say what that new next form factor looks like.

So I think it's going to be more of a hybrid situation, whether it's around the glasses or around devices in your home that are more of a push device than a pull device instead of... asking Alexa or asking Google Assistant what to do, you may have that information pushed to you. You may not want it pushed to you, but it could get pushed to you in such a way that's looking around corners for you.

So I think it's going to be more of a hybrid situation, whether it's around the glasses or around devices in your home that are more of a push device than a pull device instead of... asking Alexa or asking Google Assistant what to do, you may have that information pushed to you. You may not want it pushed to you, but it could get pushed to you in such a way that's looking around corners for you.

So I think it's going to be more of a hybrid situation, whether it's around the glasses or around devices in your home that are more of a push device than a pull device instead of... asking Alexa or asking Google Assistant what to do, you may have that information pushed to you. You may not want it pushed to you, but it could get pushed to you in such a way that's looking around corners for you.

And I think the form factor that that comes in, I think will be somewhat similar to what we're seeing today, but you may see some of these devices get just much more intelligent in terms of, as I said, in the push level.

And I think the form factor that that comes in, I think will be somewhat similar to what we're seeing today, but you may see some of these devices get just much more intelligent in terms of, as I said, in the push level.

And I think the form factor that that comes in, I think will be somewhat similar to what we're seeing today, but you may see some of these devices get just much more intelligent in terms of, as I said, in the push level.

Well, the amount of investment that's going on is through the roof. You just have to look at the numbers of some of the folks who are in this industry. And I think it's a very interesting time because right now we're still seeing an insatiable investment in training. Training is hugely compute intensive. It's hugely power intensive. And that's driving a lot of the growth.