Zac Smith

Well, I think therein lies the opportunity. I think the most interesting part about a subscription, in theory, I mean, I know why businesses love it. They're like, dude, I get $10 a month from you or $20 or whatever, right? I sold you a bed, now I get $20 a month. It's amazing, right? I'm not sure there's that much value being given out of it for the app or the thing or whatever.

Well, I think therein lies the opportunity. I think the most interesting part about a subscription, in theory, I mean, I know why businesses love it. They're like, dude, I get $10 a month from you or $20 or whatever, right? I sold you a bed, now I get $20 a month. It's amazing, right? I'm not sure there's that much value being given out of it for the app or the thing or whatever.

But what it does in theory and what I've always loved the concept with chip companies is that it aligns your interests. to some degree, right? If you're in the sales business and you're just like, here, buy this stuff, buy the product.

But what it does in theory and what I've always loved the concept with chip companies is that it aligns your interests. to some degree, right? If you're in the sales business and you're just like, here, buy this stuff, buy the product.

Then when I have new product, I'm actually like the business model of Intel was specifically built around ticking and talking to you so that you would have to buy new technology on a regular basis. But what if I'm totally fine with the old technology? I want to keep using it. What if you could just do updates to the chip you made three years ago that made my

Then when I have new product, I'm actually like the business model of Intel was specifically built around ticking and talking to you so that you would have to buy new technology on a regular basis. But what if I'm totally fine with the old technology? I want to keep using it. What if you could just do updates to the chip you made three years ago that made my

Linux kernel optimized and I get to keep running, I'd be happy. Or maybe just lower my price a little bit. That'd be great. We would be aligned in terms of that. Right now, that's not the case. They got to sell you new stuff.

Linux kernel optimized and I get to keep running, I'd be happy. Or maybe just lower my price a little bit. That'd be great. We would be aligned in terms of that. Right now, that's not the case. They got to sell you new stuff.

And I believe beyond that doesn't align the overall economic interest between the customer and the vendor, that it actually doesn't align a whole bunch of the sustainability issues that come out of that. The amount of waste that we produce in

And I believe beyond that doesn't align the overall economic interest between the customer and the vendor, that it actually doesn't align a whole bunch of the sustainability issues that come out of that. The amount of waste that we produce in

creating, making, shipping, delivering effectively a bunch of sheet metal and copper so that we can sell you an upgraded CPU is asinine, which there's not repeatability. And it's kind of funny because people will argue over, I'm not paying, and this is a CPU line, maybe it's a little different than GPU, but CPU would be arguing over

creating, making, shipping, delivering effectively a bunch of sheet metal and copper so that we can sell you an upgraded CPU is asinine, which there's not repeatability. And it's kind of funny because people will argue over, I'm not paying, and this is a CPU line, maybe it's a little different than GPU, but CPU would be arguing over

$10 on an $1,100 CPU while we're throwing out $1,200 of power supplies, which is like forest through the trees here. Why don't we figure out a way to have reusable power supplies and reusable all the things around it and slot in the new upgradable CPU thing, blade or whatever, and everybody goes home happier? But those incentives are not aligned.

$10 on an $1,100 CPU while we're throwing out $1,200 of power supplies, which is like forest through the trees here. Why don't we figure out a way to have reusable power supplies and reusable all the things around it and slot in the new upgradable CPU thing, blade or whatever, and everybody goes home happier? But those incentives are not aligned.

That's one thing you notice being in a data center company is just the amount of old crap that has to get thrown out. There's a lot of work in this industry to get stuff into data centers, and there's very little about what to do with it after.

That's one thing you notice being in a data center company is just the amount of old crap that has to get thrown out. There's a lot of work in this industry to get stuff into data centers, and there's very little about what to do with it after.

Circular, yeah.

Circular, yeah.

I don't.

I don't.