Zac Smith

Yeah. Well, I mean, the circularity aspect, I think, is critical. Right now, there's not a big incentive, actually, to make it better, to fix it.

Yeah. Well, I mean, the circularity aspect, I think, is critical. Right now, there's not a big incentive, actually, to make it better, to fix it.

Well, I think what it would mean, I think Apple, let's use the example there, when they take your old iPhone, they normally don't sell it to some random company. They do for a certain percentage. The vast majority, from my understanding, I've talked to the techs. I'm like, where do these iPhones go? They're like, we take it apart. We make new iPhones with it.

Well, I think what it would mean, I think Apple, let's use the example there, when they take your old iPhone, they normally don't sell it to some random company. They do for a certain percentage. The vast majority, from my understanding, I've talked to the techs. I'm like, where do these iPhones go? They're like, we take it apart. We make new iPhones with it.

And they're building iPhones so that they can take them back because they know they're getting them back. Obviously, that has a great side effect that they remove a bunch of the secondary market and they control that. But they get to take all the materials and reuse them, which probably saves them a whole lot of money in their supply chain, as well as meeting some of their sustainability goals.

And they're building iPhones so that they can take them back because they know they're getting them back. Obviously, that has a great side effect that they remove a bunch of the secondary market and they control that. But they get to take all the materials and reuse them, which probably saves them a whole lot of money in their supply chain, as well as meeting some of their sustainability goals.

It's expensive to dig up all that stuff and process it and do all those things. And so I would see circular and computers would be where there would be a benefit to, whether it was, say, Intel on the chip side or Dell on the computer side, wanting to have their thing back. I think Cisco does it pretty well with its switches. They control their secondary market really, really well.

It's expensive to dig up all that stuff and process it and do all those things. And so I would see circular and computers would be where there would be a benefit to, whether it was, say, Intel on the chip side or Dell on the computer side, wanting to have their thing back. I think Cisco does it pretty well with its switches. They control their secondary market really, really well.

And my understanding is over 90% of their products are disassembled and remade. They really focus on a circular supply chain, which is good for the earth and good for economics, which is awesome.

And my understanding is over 90% of their products are disassembled and remade. They really focus on a circular supply chain, which is good for the earth and good for economics, which is awesome.

Yeah, I mean, so I think the trash side of this is really, we can't ignore it. I mean, this is hundreds of thousands or millions of computers a month coming out of data centers. Where are those going? They are generally not recycled.

Yeah, I mean, so I think the trash side of this is really, we can't ignore it. I mean, this is hundreds of thousands or millions of computers a month coming out of data centers. Where are those going? They are generally not recycled.

I mean, they go to landfills and like, you know, scrap and in not great ways, in very destructive ways, which is really unfortunate considering my understanding is like 70% or so of the carbon impact. I heard this from the, there was a company several years ago built around taking OCP gear and giving it a second life.

I mean, they go to landfills and like, you know, scrap and in not great ways, in very destructive ways, which is really unfortunate considering my understanding is like 70% or so of the carbon impact. I heard this from the, there was a company several years ago built around taking OCP gear and giving it a second life.

Dean Nelson has done a bunch of this within the infrastructure masons on just taking hyperscale equipment and trying to give it two or three more years worth of life after that upgrade cycle. But my understanding was something like 70% of the carbon impact of a computer over its entire life is making the computer 20% is running it the whole time.

Dean Nelson has done a bunch of this within the infrastructure masons on just taking hyperscale equipment and trying to give it two or three more years worth of life after that upgrade cycle. But my understanding was something like 70% of the carbon impact of a computer over its entire life is making the computer 20% is running it the whole time.

And 10% is what they can recycle from it is the energy impact. And so like that to me says, wow, the best thing you could possibly do is not make another computer or at least 80% of it. You don't have to make new parts on. Right. And so, yeah, I think that there's a, there's an alignment issue and opportunity where, uh,

And 10% is what they can recycle from it is the energy impact. And so like that to me says, wow, the best thing you could possibly do is not make another computer or at least 80% of it. You don't have to make new parts on. Right. And so, yeah, I think that there's a, there's an alignment issue and opportunity where, uh,

The industry would want that to be more circular, where in data centers, we would have collection points where Intel, NVIDIA, or Dell or HP wanted their things back so that they could upgrade them and change the parts and do the things. Or even better, you would design the data center differently so that it was upgradable by default.

The industry would want that to be more circular, where in data centers, we would have collection points where Intel, NVIDIA, or Dell or HP wanted their things back so that they could upgrade them and change the parts and do the things. Or even better, you would design the data center differently so that it was upgradable by default.