Zac Smith

And usually that's what SaaS is about. You have to buy packaged software once every 10 years. Just give me the latest updates all the time. I'll pay you monthly. Yeah. Let's be aligned in terms of I'll keep paying you if you keep delivering me great updates. And I think that that alignment is where the real unlock comes.

And usually that's what SaaS is about. You have to buy packaged software once every 10 years. Just give me the latest updates all the time. I'll pay you monthly. Yeah. Let's be aligned in terms of I'll keep paying you if you keep delivering me great updates. And I think that that alignment is where the real unlock comes.

And I just believe that you can do it with hardware models and I think operating models. And most people are just desperate to say, nobody's raising their hand saying, please ship me all the computers and all the cables. I love putting them all together. Yeah. Nobody says that. They just like, I need to have the outcome.

And I just believe that you can do it with hardware models and I think operating models. And most people are just desperate to say, nobody's raising their hand saying, please ship me all the computers and all the cables. I love putting them all together. Yeah. Nobody says that. They just like, I need to have the outcome.

I personally enjoy it.

I personally enjoy it.

Yeah, but doing that all over the world and in 25 markets and dealing with import duties and I'm missing the optics for this thing and this one broke and nobody loves that part. And I think that the upgrade cycle is really important because I do believe we're moving into this new architecture, right?

Yeah, but doing that all over the world and in 25 markets and dealing with import duties and I'm missing the optics for this thing and this one broke and nobody loves that part. And I think that the upgrade cycle is really important because I do believe we're moving into this new architecture, right?

We were kind of going from, in my simple brain, I've been living in the world of IT that is basically client-server plus Ethernet for 25 years. String together a bunch of computers. It didn't really matter if the computers were the same type or version. we're going to run Linux, we're going to connect them with Ethernet, we're going to scale out workload is going to be hunky dory.

We were kind of going from, in my simple brain, I've been living in the world of IT that is basically client-server plus Ethernet for 25 years. String together a bunch of computers. It didn't really matter if the computers were the same type or version. we're going to run Linux, we're going to connect them with Ethernet, we're going to scale out workload is going to be hunky dory.

Now we're moving more almost back to like mainframe style integrated systems where the new architecture of computing with machine learning and AI is much more dependent upon a rack scale or a pod scale or system level architecture with the right networking, working with the right hardware, with the right software actually makes it possible.

Now we're moving more almost back to like mainframe style integrated systems where the new architecture of computing with machine learning and AI is much more dependent upon a rack scale or a pod scale or system level architecture with the right networking, working with the right hardware, with the right software actually makes it possible.

And I think that that architecture shift going from commodity COTS computers into highly specialized integrated systems represents an opportunity to change that experience of how you consume it. Which is like, oh, you're going to upgrade this on a regular basis and it all has to work together. You don't just get to piecemeal, bits and pieces whenever you see a good deal on DRAM, you know?

And I think that that architecture shift going from commodity COTS computers into highly specialized integrated systems represents an opportunity to change that experience of how you consume it. Which is like, oh, you're going to upgrade this on a regular basis and it all has to work together. You don't just get to piecemeal, bits and pieces whenever you see a good deal on DRAM, you know?

Like, I think that's going to make a real difference in how people go through these cycles. And we've been used to an Intel CPU TikTok cycle that's more like six years. Like, I mean... maybe they were doing it every two, but really you didn't need to upgrade, you know, except for every four or five years. There was no true need for the, there was no true need, right?

Like, I think that's going to make a real difference in how people go through these cycles. And we've been used to an Intel CPU TikTok cycle that's more like six years. Like, I mean... maybe they were doing it every two, but really you didn't need to upgrade, you know, except for every four or five years. There was no true need for the, there was no true need, right?

You played the TCO on power and speed and density, but like, it wasn't like we were, we were, the Moore's law curve had slowed. We're not, we're just the beginning of that curve right now in accelerated computing.

You played the TCO on power and speed and density, but like, it wasn't like we were, we were, the Moore's law curve had slowed. We're not, we're just the beginning of that curve right now in accelerated computing.

So I think that's going to represent an opportunity for a more delivered model versus here, buy the kit, call your Dell rep.

So I think that's going to represent an opportunity for a more delivered model versus here, buy the kit, call your Dell rep.