Tom Keene

Of course, it's a day-to-day thing.

My book of the summer, I think a year ago, two years ago, was Chip War.

It was just a fabulous book.

And Chip War showed how discreet and apart Micron of Idaho is.

They're really, really good at making simple technology, simple semiconductors and such.

Dan Ives, what did you glean from the Micron optimism we saw yesterday?

Well, to me, Paul Sweeney, that's the huge thing here.

You've experienced this too.

The LAC canoes.

Paul, Micron, the last 10 years, it's just appalling.

33.2% per year.

Yep.

That's amazing.

That's what the recent moon shot up.

I have real trouble with this, Dan, because I've seen decades and decades and decades of, yeah, we're going to do it, we're going to do it, cross our fingers, hope to die.

We're going to do nuclear fusion.

In your research, I mean, people don't realize this, but away from the camera, Ives actually works.

Sure, yeah.

Do you see imminent research where someone at Google in physics could say this stuff is going to work?

Dan Ives with us with Bud Bush.