Steve Tuck

And you didn't even have to say Bixby. Bixby would do it, and one other word would do it. All of a sudden, it would just start blaring on the table. And he's not able to turn it off and shove it into his backpack.

And you didn't even have to say Bixby. Bixby would do it, and one other word would do it. All of a sudden, it would just start blaring on the table. And he's not able to turn it off and shove it into his backpack.

But given how much capacity of H100 is out there, it's got to not just be better. It has to be a lot, lot better.

But given how much capacity of H100 is out there, it's got to not just be better. It has to be a lot, lot better.

I mean, I still scratch my head at the last acquisition they made for $5 billion, which was a manufacturing and design company. But I think they finally buy a software company to get developer access and someone actually working on the software layer available. uh, outside in. And do you have any idea? Yeah.

I mean, I still scratch my head at the last acquisition they made for $5 billion, which was a manufacturing and design company. But I think they finally buy a software company to get developer access and someone actually working on the software layer available. uh, outside in. And do you have any idea? Yeah.

How, I mean, what kind of scale, I mean, this is like a broad combine VMware scale or, uh, you, I don't, I don't know because I think they would probably go to try to buy like a modular AI or what, what, one of these companies that's got open source models that has a bunch of developer interest, uh, And these companies have raised money at preposterous, seemingly preposterous levels very quickly.

How, I mean, what kind of scale, I mean, this is like a broad combine VMware scale or, uh, you, I don't, I don't know because I think they would probably go to try to buy like a modular AI or what, what, one of these companies that's got open source models that has a bunch of developer interest, uh, And these companies have raised money at preposterous, seemingly preposterous levels very quickly.

So it could be at a big scale, but for a company people are not as familiar with yet. Yeah, interesting. And maybe those companies aren't for sale. I mean, they also might just be in this...

So it could be at a big scale, but for a company people are not as familiar with yet. Yeah, interesting. And maybe those companies aren't for sale. I mean, they also might just be in this...

I think there's enough pressure. I think there's enough opportunity for AMD and Prezor. Oh, Janet in the chat says that Humane is for sale.

I think there's enough pressure. I think there's enough opportunity for AMD and Prezor. Oh, Janet in the chat says that Humane is for sale.

I like the prediction that they're going to name someone who has not agreed to it. Yes, they're going to. That's the better prediction than the co-CEOs remaining in place.

I like the prediction that they're going to name someone who has not agreed to it. Yes, they're going to. That's the better prediction than the co-CEOs remaining in place.

No, I had seen someone mentioning Enron further back in the chat and that evoked another one year prediction, which is Enron in its current parody of a company will be a revenue generating company once again this year. All right. So you'll get us in the theme of the onion. It'll be, you know, it'll generate revenue based on media content, but the egg was brilliant today.

No, I had seen someone mentioning Enron further back in the chat and that evoked another one year prediction, which is Enron in its current parody of a company will be a revenue generating company once again this year. All right. So you'll get us in the theme of the onion. It'll be, you know, it'll generate revenue based on media content, but the egg was brilliant today.

Yeah, I mean, this is going to be kind of a lurch from the current topic, but maybe related to our upcoming travel this evening on Spirit Airlines. I think we are headed into an era of optimization, thriftiness, and I think in three years, Fox Rent-A-Car is going to be bigger than Hertz. Yeah.

Yeah, I mean, this is going to be kind of a lurch from the current topic, but maybe related to our upcoming travel this evening on Spirit Airlines. I think we are headed into an era of optimization, thriftiness, and I think in three years, Fox Rent-A-Car is going to be bigger than Hertz. Yeah.

Well, no, I mean, I think the fact that people are not willing to spend 10x the money for 2x the benefit in AI right now, same thing on Rent-A-Cars. Yeah.

Well, no, I mean, I think the fact that people are not willing to spend 10x the money for 2x the benefit in AI right now, same thing on Rent-A-Cars. Yeah.

Do you have a six-year? I did. It wasn't very bold, though, and got taken in the three years because it was Intel out of the foundry business. No, I honor your foundry business. I had them out of the foundry business. In six years. So you think it's going to take a while. And then small enough to be acquired in that same six-year period.

Do you have a six-year? I did. It wasn't very bold, though, and got taken in the three years because it was Intel out of the foundry business. No, I honor your foundry business. I had them out of the foundry business. In six years. So you think it's going to take a while. And then small enough to be acquired in that same six-year period.

Yeah, I don't think anyone buys that. Just staying on brand in transportation, if I had to come up with another different six-year, and this is colored by a bunch of conversations over the holidays with a bunch of extended family members that live in different cities that have traveled via Waymo.

Yeah, I don't think anyone buys that. Just staying on brand in transportation, if I had to come up with another different six-year, and this is colored by a bunch of conversations over the holidays with a bunch of extended family members that live in different cities that have traveled via Waymo.

That's a 12-year. I think Waymo will be a more common means of transportation than Uber and Lyft in six years.

That's a 12-year. I think Waymo will be a more common means of transportation than Uber and Lyft in six years.

It's not very...

It's not very...

I've never traveled in one, but hearing the descriptions of folks that have, now you have to understand the pricing is extremely subsidized right now.

I've never traveled in one, but hearing the descriptions of folks that have, now you have to understand the pricing is extremely subsidized right now.