Zac Smith

Just a pin in it.

Just a pin in it.

I think it's a great question because they've got a trade-in program. They'll take your old MacBook. It's like no real difference, but you're right from a conceptual standpoint. I don't think about it, and I think most consumers don't think in the same way. I think this is the power of... You know, reframing, like, why do you go to the grocery store?

I think it's a great question because they've got a trade-in program. They'll take your old MacBook. It's like no real difference, but you're right from a conceptual standpoint. I don't think about it, and I think most consumers don't think in the same way. I think this is the power of... You know, reframing, like, why do you go to the grocery store?

And it's like, same grade formula, just a new box, right? And it's like, wow, it's purple now. It must be different. While they're telling you it's exactly the same. There must be some science spy and consumer branding and marketing where the phone was just a different model. We were used to it. being an upgrade.

And it's like, same grade formula, just a new box, right? And it's like, wow, it's purple now. It must be different. While they're telling you it's exactly the same. There must be some science spy and consumer branding and marketing where the phone was just a different model. We were used to it. being an upgrade.

We were used to like, oh, you know, but our desktops, no, we put that there and stuck there and, you know, we did it and we bought it and we owned it. I don't know. Maybe there was this because phones came through carrier. That's what I think it is. And it was just like the consumer behavior was more used to it.

We were used to like, oh, you know, but our desktops, no, we put that there and stuck there and, you know, we did it and we bought it and we owned it. I don't know. Maybe there was this because phones came through carrier. That's what I think it is. And it was just like the consumer behavior was more used to it.

And often you finance your phone through the carrier. So I think it was just consumer behavior was very comfortable with this. And I think the fascinating part for me in data center is we're very comfortable with this with the vast majority of our computing called cloud. We get it like that. We don't have to think about the cable that broke or this, that, that. We just get upgraded EC2 instances.

And often you finance your phone through the carrier. So I think it was just consumer behavior was very comfortable with this. And I think the fascinating part for me in data center is we're very comfortable with this with the vast majority of our computing called cloud. We get it like that. We don't have to think about the cable that broke or this, that, that. We just get upgraded EC2 instances.

And so I think that it can translate, but you have to rebrand it in some way, or maybe you have to say it. You can't just say, hey, we'll rent you the server versus or the chip. It has to be a totally different value proposition or at least presented as like, I don't know. There must be somebody out there who's got a creative left brain that can think of a way to say this.

And so I think that it can translate, but you have to rebrand it in some way, or maybe you have to say it. You can't just say, hey, we'll rent you the server versus or the chip. It has to be a totally different value proposition or at least presented as like, I don't know. There must be somebody out there who's got a creative left brain that can think of a way to say this.

Because I think the emancipation for most customers is, hey, man, I'm in the banking business, not in the buying computer business all the time. Could you just really make sure I have access? And I think that's been the attractive of public cloud challenges is it's still a bell curve offering, right? It's still like a mass market multi-tenant bell curve offering.

Because I think the emancipation for most customers is, hey, man, I'm in the banking business, not in the buying computer business all the time. Could you just really make sure I have access? And I think that's been the attractive of public cloud challenges is it's still a bell curve offering, right? It's still like a mass market multi-tenant bell curve offering.

And when you have this really differentiated technology coming out of diverse players like Nvidia, this is where enterprises make their alpha, right? And they're like, I want to adopt that now or at my pace, in my way. And I think therein lies the opportunity to bring that as a service consumptive style desire. Maybe it means operated. Maybe that's just the thing that I'm noodling on.

And when you have this really differentiated technology coming out of diverse players like Nvidia, this is where enterprises make their alpha, right? And they're like, I want to adopt that now or at my pace, in my way. And I think therein lies the opportunity to bring that as a service consumptive style desire. Maybe it means operated. Maybe that's just the thing that I'm noodling on.

But I think there's an opportunity to bring that to enterprises beyond just like a lease. You know, it has to be a better experience than just financing.

But I think there's an opportunity to bring that to enterprises beyond just like a lease. You know, it has to be a better experience than just financing.

Yeah, it's depreciating.

Yeah, it's depreciating.