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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
NVIDIA beat earnings, and the job numbers came back very positive.
Speaker 2:We are.
Speaker 1:119,000 new jobs, and NVIDIA beat earnings. The revenue came in at 57,000,000,000 for the quarter, up 62% from this quarter last year. Fantastic result for NVIDIA. Of course, that's why the stock's selling off, and the market's melting down. And Bitcoin's down 10%.
Speaker 2:That was my prediction after yesterday morning.
Speaker 1:Predictions. But I was Yes.
Speaker 2:But I was I was wrong on the timeline.
Speaker 1:Yeah. Yeah. Yeah. It pumped shortly, and now now everything's selling off. Very unclear where we go.
Speaker 1:I do think it was funny that we are in a world where demand for robots is surging and also demand for human labor appears to be surging. NVIDIA, you know, the chips that they make sell artificial intelligence. That should be replacing human labor, and yet the job demand is is surging as well.
Speaker 2:And it's notable they they said they have visibility for a half a trillion dollars Mhmm. In revenue Yeah. Through 2026, which
Speaker 1:I mean, seems crazy, but
Speaker 2:It's not enough anymore.
Speaker 1:They're but, I mean, they're making 57,000,000,000 a quarter. Just for the next quarter, guidance is at 65,000,000,000. Analysts had predicted that revenue guidance would be 62,000,000,000. So everything is trending up. Jensen said, we've entered the virtuous cycle of artificial intelligence.
Speaker 1:AI is going everywhere, doing everything all at once. What a great quote. Tyler's very happy about Jensen. There's new product from Travis Kalanick, the founder of Uber, of course. It's called Picnic.
Speaker 1:We discussed it on the show yesterday, and we got a reply from none other than Travis Kalanick himself.
Speaker 2:Why don't I start with a little bit of context Please. He can add to it. So Please. I wrote in the newsletter this morning, the subject of the newsletter was daddy's home. He's obviously back on the timeline with Picnic.
Speaker 2:Picnic is a new business under City Storage Systems.
Speaker 1:Okay.
Speaker 2:So you don't know the name City Storage Systems, but Cloud Kitchens is actually subsidiary of City Storage.
Speaker 1:Cloud Kitchens was the top. That's what I
Speaker 2:thought too. No? But it's actually the opposite. City Storage Systems. Great great.
Speaker 1:If you want to
Speaker 2:have an under under the radar Yeah. Holding company to, you know, verticalize food delivery. Sure. Picnic is kind of a front facing platform focused on meal delivery. The offer sounds too good to be true.
Speaker 2:Meals delivered from 50 plus restaurants with no tipping and no fees.
Speaker 1:Mhmm.
Speaker 2:They also bundle orders, so a company can order from 10 or so different restaurants, get it all ordered at the same time.
Speaker 1:Mhmm.
Speaker 2:He's got a bunch of customers already, Wells Fargo, Live Nation, KPMG, PwC, and a bunch more. And so we were talking yesterday about how, like, broken the tipping experience is. Yeah. When you're tipping directly, it's a way to encourage great service by, like, tipping if you're checking into a hotel and you're tipping, you know, somebody on the way in Mhmm. They're incentivized to make your stay great.
Speaker 2:Mhmm. Same thing, you know, valet tipping on the way in. They're gonna park your car right up at the front.
Speaker 1:So Travis said, delivery app tipping isn't about feedback feedback mechanisms. It's a tool for maximizing the price paid by consumers. Eaters are economically irrational with tip for every $1 in tip. They economically behave as if it were 80¢. This is just a hypothetical figure, but it's directionally true.
Speaker 1:Because you feel emotionally good about tipping, mentally, it you you give it less. It feels less painful to part with
Speaker 2:those dollars. Purchase.
Speaker 1:If you if there's $10 in taxes and $10 in tip, you'll be like, oh, I feel good about the $10 in in tip. That feels like $8. And the taxes, that feels bad. Right? And it happens on the other side.
Speaker 1:So couriers are also economically irrational with tip. For every $1 in tip, they economically be they economically behave as if it were a dollar 20, again, directional. And so you feel good when you're tipped, and so you treat those dollars more as more valuable. And so this is a hack on the human psyche, which apps must implement and maximize or miss out on economic surplus that their competitor will use to defeat them. And so even if you have, your your whole brand is built around our app doesn't tip.
Speaker 1:Remember this happened with Uber. If your competitor is is using tips, if they implement tips, they will just be making more money than you because of this economic inefficiency that arises from the nature of the human psyche. I read this as adding tipping is inevitable. Adding tipping is inevitable. We're not doing it right now, but eventually someone will come to the market, do it.
Speaker 1:We will have to in order to compete. Is that not the read here?
Speaker 2:So the difference here is that I I think that one picnic is, like, is already counter positioned.
Speaker 1:Mhmm.
Speaker 2:Right? So it's pricing thing. It's a flexibility standpoint. It's also counter positioning on, like, focusing on one key buyer. Yes.
Speaker 2:Obviously, you know, the DoorDashes, Uber Eats have Yes. Their kind of, like, corporate offerings. Yes. But I think, like, just creating a a creating a different and more transparent model makes a lot of sense. TK has been kind of like secretive about Cloud Kitchens Mhmm.
Speaker 2:Secretive about Otter, which is like the the Toast or or Square competitor that he When I when I hear like no fees, no tips, like it just screams like there's been so many attempts at food food delivery
Speaker 1:Yeah.
Speaker 2:And just like new restaurant concepts that have been venture backed. Yeah. And a lot of them haven't worked out. Right? Because it's just like becomes unsustainable.
Speaker 2:I think Travis is basically by focusing on a key customer type, trying to make it up with volume and then having this like vertical approach.
Speaker 1:Mhmm.
Speaker 2:I believe that he's somewhat of a masochist and that like going and trying to win in food delivery
Speaker 1:Yeah.
Speaker 2:Is just, the hardest arena. It's just, the most competitive space. It's low margin all the way down. I believe, just given the domain expertise, I believe that he's, he has a real play here and a real strategy. And I think that I think that already, we were talking with, the person on our team that handles, like, food ordering.
Speaker 2:Mhmm. He got on the phone with Picnic yesterday, and he was like, this offering is way better than what we're seeing Mhmm. With the with the other delivery apps and wants to switch to it immediately. So if TK can make the model sustainable Mhmm. I think it'll be quite competitive.
Speaker 1:Yeah. I mean, you would you would imagine that vertical integration should allow low true lower prices, like true cost competitiveness. That's like an age old business adage. If you vertically integrate, you can undercut your competitors and just offer lower prices, almost like, you know, buying Kirkland brand at Costco is typically, like, sort of, like, the canonical example of, like, heavy verticalization. I remember in the early days of Uber.
Speaker 1:Like, it was amazing because you didn't need to think about the tip. And so there that mental load wasn't there. There was the star rating system, and it felt like they're actually like, the VCs might have been subsidizing it a little bit, but it felt felt affordable on the on the on the rider side. And on the driver side, it felt like people were getting paid pretty well, and everyone was sort of happy, but maybe the VCs weren't. But they wound up getting, you know, a stake in a $200,000,000,000 company.
Speaker 1:So, you know, I think it all worked out for everyone involved. But it seems like Travis is reflecting on this idea that tipping was inevitable to come to the Uber ecosystem. Is tipping going to come to the Waymo ecosystem? Is tipping going to come to this Picnic ecosystem, the Picnic product eventually?
Speaker 2:I don't know. I just
Speaker 1:Do you think Picnic will have tipping in ten years?
Speaker 2:I just view this more as, like, a as a as a corporate service Mhmm. In its current positioning True. Than a consumer service. And when a consumer is buying food, if you're ordering food delivery Yes. It is like it is a luxury.
Speaker 2:Yeah. Right? Like, delivery has been extremely normalized. But if you, you know, re you know, rewind to forty years ago and ask like, oh, how often do you get food delivery? Most people will be like, I never get food delivery.
Speaker 2:I just go pick it up myself. It is a luxury, but this is being positioned like as a corporate offering. And I think that if Picnic can get just like deep relationships with a bunch of these different companies that have, you know, I I listed off some of logos before Yeah. If they can just become embedded in these companies and part of their workflows, I think they'll they'll it's possible to like make it up in volume.
Speaker 1:Yeah. Truth bomb from TK. Tipping is a hack to maximize price. It's psychology. Consumers are willing to pay more in tips than they are willing to pay in fees for or menu price.
Speaker 1:So a $16 burrito plus a $4 tip feels far cheaper to people than a $20 burrito that has no a no tip option.
Speaker 2:From a business standpoint, I don't I don't know I don't know if it's exactly the same thing. I feel like businesses, like, wanna have, like, more predictable Yeah. Costs, not have that, like, variability and, like, okay, sometimes the fees are like this, sometimes the fees are like that.
Speaker 1:Yeah.
Speaker 2:I think this will be a better consumer experience. A lot of companies, you know, will give, like, credits to their employees, which is, like, you get $20 of credits
Speaker 1:Yeah.
Speaker 2:Every day. And then if whatever you're kind of, like, spending on top of that, you have to eat. Yeah. And so I think consumers will could very likely, like, picnic more. So we'll see.
Speaker 1:This is one of the original, like, d to c evolutions that happened with a lot of, like, Shopify merchants. I remember looking at I think it was, like, Kylie Cosmetics. There was a trend for a while that was, like, consumers want transparent pricing. Don't do all the crazy psychological hacks. So you'd be like, yeah.
Speaker 1:I'm just gonna put it's $30, and that's what it is. And it has free shipping, and that tax and shipping is included. And it's just like what we say up front is feels really good, feels really good to say that. And then you go to, like, the high performing stores and all across the board, it would be, like, $9.99. And then you go in and there's, like, six dollars and forty two cents added in taxes, and then you add shipping.
Speaker 1:And it
Speaker 2:it's like a pop up
Speaker 1:that says one minute to exit your cart and stuff. You up and just, like, keeping you on the reel reeling you in like a fish, adding adding fees, adding fees until you're like, okay. Well, now I've, like, entered all my information, and I'm I'm ready to click the button. And so, yeah, okay. You added 2 more bucks.
Speaker 1:Whatever. I'll just deal with it. So these psychological hacks are just, like, somewhat inevitable. What is TK's, drone strategy? What's his autonomous delivery strategy?
Speaker 1:Because he's vertically integrated at the kitchen level. He has the point of sale system. He has the the sort of ordering front end.
Speaker 2:Yeah.
Speaker 1:You can interact directly with him. He's going he's cutting out several of the middlemen. But is he going to be a logical partner for Zipline? Is he gonna be a logical partner for Coco and Starship and these robotics companies that are delivering, food? People aren't ready for how much better food tastes when it arrives five x faster.
Speaker 1:That's a hilarious take because, like, in fact, I have tasted food right when it's made. Like, it's not it's not, like, an entirely novel thing.
Speaker 2:Yeah.
Speaker 1:But what he's pointing at here is that Zipline is is getting food delivered in four minutes as opposed to cars that take twenty minutes. So hot food arrives hot, which is certainly a benefit, but, it just does create more of, a, you know, benchmark to the, to the actual restaurant.
Speaker 2:I I'm trying to find if Travis is an investor in Zipline. The Google AI overview says, yes. Travis Kalanick is an investor in Uber. Gemini says Or Uber. I could not find definitive evidence that Travis
Speaker 1:Zipline? Okay. I mean, on the self driving side, his original vision at Uber, it felt very much like he needed to own that technology. He wanted to be, not just a, like, a buyer of it from a different company.
Speaker 2:I mean, right now, if you look at city storage systems, you have cloud kitchens, which is making the food. Mhmm. You have Otter, which is like the payments and ordering infrastructure.
Speaker 1:Mhmm.
Speaker 2:And then now, you have Picnic, is like the front end. Yeah. Any type of delivery method actually, like, fits into that system. I I I would imagine, you know, either add a strategy, but potentially more likely, he'll just integrate with a variety of drone delivery, and then autonomous vehicle delivery and and and continue to use, traditional labor.
Speaker 1:So Nano Banana is remarkable. Look at this Golden Gate Bridge image. It generates the image and also all of the diagrams around it.
Speaker 2:This is how Tyler sees the world, by
Speaker 1:the way. Sundar says, you went bananas for Nano Banana. Now meet Nano Banana Pro. It's state of the art for image generation editing with more advanced world knowledge, text rendering, precision plus controls built on Gemini three. It's really good at complex infographics, which is awesome, much like how engineers see the world.
Speaker 1:That's very fun. You can see that. Here's one where someone took an, a map, a Google Map screenshot, and just turned it into, an RPG style map, an a San Francisco monster map. It's really is that reasoning model. Like, you can see the Golden Gate Bridge is there, and what would be logical to have attacking the Golden Gate Bridge?
Speaker 1:A giant octopus. And then Alcatraz Island is there, and there's this sea monster next to it. And everything kind of like bit they ended nailed the burger test. It's the first model to truly do this perfectly. The prompt is remove the ingredients, leave just the top bun and the bottom bun in the exact same place, and render the rest of the image.
Speaker 1:Here's my favorite use case so far. Take papers or really long articles and turn them into a detailed whiteboard photo. It's basically the greatest compression algorithm in human history. When we got ChatGPT, it was like, oh, wow. You can take, you can take bullet points.
Speaker 1:You can expand it into into an essay. And you can take an essay and expand it down to bullet points. And I imagine that people are gonna be sending these, and then they're not gonna be reading them. And then they're gonna be like, actually, like Okay.
Speaker 2:Turn this diagram into an essay and then summarize
Speaker 1:it. And then summarize it. NVIDIA saw its shadow six more months of bull markets as high yield Harry. Although, who knows? The market is tanking still.
Speaker 1:The Nasdaq is down 2.1% now, and Bitcoin is down
Speaker 2:at 86000% today.
Speaker 1:Significant sell off.
Speaker 2:Let's check-in on the sailor himself. Also down 5%. Yeah. At least he's tracking Meltem. The underlying asset.
Speaker 1:Meltem says, NVIDIA earnings call, first sixty seconds. We have line of sight to half a trillion in revenue in 2026. The bubble hasn't even started yet. Let's go.
Speaker 2:Michael Burry says, every company listed below has suspicious revenue recognition. The actual chart with all the give and take deals would be unreadable. The future will regard this this a picture of fraud, not a flywheel. True end damage is ridiculous No. No.
Speaker 2:Demand. True end demand is ridiculously small. Almost all customers are funded by their dealers. If you can name OpenAI's auditor in one hour, you win some pride.
Speaker 1:What do you what does he mean true end demand is ridiculously small? It's just not true. Like, there are tons of companies that are paying for subscriptions for all sorts of AI products. I I don't know. I I
Speaker 2:He's a D cell with a crazy p doom.
Speaker 1:He's D cell with a zero p doom, I guess.
Speaker 2:Yes. If you're looking at the amount of investment happening now Yeah. In comparison to the demand Yeah. And you don't believe that the products will get better at all Yeah. If you don't believe that It just flipped
Speaker 1:so much. Like, there was a moment where it was like, wow. Like, demand for this new thing went from 0 to $10,000,000,000 in just a few years. This is remarkable. Yeah.
Speaker 1:And then people were like, let's invest $1,000,000,000,000 in that. And it's like, Okay. Well, at that price, it's actually kind of crazy. I don't know. It's a lot to deal with.
Speaker 2:Yeah. But if you think about any industry on Earth
Speaker 1:Yeah. Yeah.
Speaker 2:Do we think every industry on Earth will be using 50 to a 100 times more tokens within five years, ten years? Strap, you don't even have to be that much of a
Speaker 1:No.
Speaker 2:Of a of a
Speaker 1:Of a permeable.
Speaker 2:Of a permeable to believe that. Yeah. In fact, it's like hard hard to argue.
Speaker 1:Tyler's permeable ing. Because, of course, that is your contention. You're a first year AI skeptic. You just finished reading Andrew Ross Sorkin's 1929, and now you think you're reliving the roaring twenties with GPUs. You will cling to that until next month when you hear Jim Chano's talk about unsustainable CapEx, and then you will start parroting that the entire AI ecosystem is about to collapse under the weight of its own spending.
Speaker 1:That will last until someone posts a CoreWeave CDS chart, and you'll repeat that too without realizing that it was just dealers hedging credit portfolios, not some cosmic warning sign. Then you'll probably start lecturing people about Global Crossing because you heard someone say 1999 fiber bubble, and it made you feel informed. Meanwhile, NVIDIA just printed one of the biggest sequential growth quarters the sector has ever seen and guided higher again. The workloads are real. The demand is real, and the CapEx is already contractually locked.
Speaker 1:None of that came from a cash crash narrative paperback or a chain Chano soundbite. But, sure, keep borrowing other people's takes and pretending they're your own. One day, you might act you might look at the actual numbers and realize this is not a bubble. It is the early stage of the largest infrastructure build out in decades. Very
Speaker 2:cool. So this is kind of a combination of the r two d two form factor with a humanoid.
Speaker 1:Yes. Look at that. Picking up two wine glasses is insane.
Speaker 2:I love the way it just bounces around.
Speaker 1:It was so this is sped up, presumably.
Speaker 2:Yes. I think it's at, like, a I think it's at, a 10
Speaker 1:x speed. Something about the lighting here leaks it looks CGI to me. I know it's not, but it looks CGI ish. I I'm fascinated. There's so many questions.
Speaker 1:Says it's in autonomous mode.
Speaker 2:Sunday has motion.
Speaker 1:Sunday has motion. I think that the I think that the design here is fantastic. I I will have to debate it, and you have to tell me what you think. But definitely beating the, like, creepy, uncanny valley, in my opinion, doesn't feel like, oh, that thing is about to pick up a knife, at least to me. I I'm pretty I'm pretty into this design.
Speaker 1:And I think the Internet was as well since it got over a million views and over 3,000 likes. And Charlto Douglas over at Anthropic says, this is insanely insanely impressive. I agree.
Speaker 2:It is. I'm excited to ask Tony how much they had to spend to get to this point.
Speaker 1:That would be interesting.
Speaker 2:Because I think it I I'm assuming it will be quite a bit less than many of the other players that are kind of competing here.
Speaker 1:The little telescoping pole is very cool.
Speaker 2:Taylor says, it's the hat nonthreatening lid. I agree. Yeah. Just throw a cool hat.
Speaker 1:The hat looks yeah. So, Scott, I think the hat does look kind of dumb, but that's, like, kind of okay. I'd rather it look dumb than than scary or menacing or or or weird. You know? Like
Speaker 2:Think about how scary, like, some of these humanoid robots would be to a one year old.
Speaker 1:Like, walley looks kind of dumb. R two d two looks kind of dumb, but it's still like a friendly, you know? You don't want it to be
Speaker 2:Like the optimist or or figure would be like traumatizing to a one year old.
Speaker 1:Yeah. Yeah. For sure. SAM three video tracking is so good. Yesterday, collect data, train custom object detector, use tracker to estimate object motion, days.
Speaker 1:Now, track anything with a text prompt in seconds. That's meta. Woah. Oh, this is sick than anything. Yeah.
Speaker 1:It's like anything. Okay. Okay. Okay. Got it.
Speaker 1:Okay. That's very exciting. Very cool. You can track the all of our Gong hits potentially for velocity and understanding Actually velocity relative to the We should audio volume. We had a live understand how the production team is doing their job to lower the levels for you.
Speaker 2:Grock says Elon is more fit than LeBron and would win a fight against Mike Tyson.
Speaker 1:Fact check. True. You're absolutely right.
Speaker 2:I'm gonna ask Grock if this is true.
Speaker 1:I wonder how much of this is, like, in the preprompt or just in the x dataset. You know? Elon's obviously like, there's just there's just an incredible amount of Elon fans in the X ecosystem still since a lot of people that weren't Elon fans left. Even the Tesla bulls don't glaze to this level usually. Like, I so I don't know where this would come from.
Speaker 1:This must have been in the pre prompt or something.
Speaker 2:Like Many people are doing this. I mean, you you went in Sora and you said depict me as a bodybuilder.
Speaker 1:Yes. That's true.
Speaker 2:And then somebody tried to hack it to to give you small legs.
Speaker 1:They did successfully prompt engineer me. They they got you good. They they they did get me. Precious New Yorker cartoon that saw prediction markets coming more than half a century.
Speaker 2:Wow. 06/27/1970.
Speaker 1:Can't see this. It's, the arrivals at, an airport, and there's flights that are arriving from Chicago, Detroit, Philadelphia, Pittsburgh. They depart at 8AM. They arrive at 10:20AM, and then there's odds listed there because, of course, you'll want to bet on when the plane lands. Now you can maybe you're you're close to being able to with the with the prediction markets on their relentless march to take over the world.
Speaker 1:We have to talk about group chats in Chateappity. We mentioned this earlier. It's official. They're rolling out globally. There was a successful pilot with early testers.
Speaker 1:Group chats will now be available for all logged in users on Chateappity free Go Plus, and Propens. I didn't know there's a Chateappity Go plan.
Speaker 2:We got That was the India plan.
Speaker 1:Okay. That's interesting. And then, also, I mean, it just says it's like, of course, it's rolling out to to the everyone because this one doesn't set the GPUs on fire. This is good old fashioned stuff the text in the database, and, reduce churn in your product. So, makes a ton of sense.
Speaker 1:Very, you know, we'll have to test this out and see if it's actually, that useful. Yeah. I think
Speaker 2:this I mean, this this is the kind of thing that, can, help OpenAI build more of a moat Yeah. Outside of a of a brand and just general distribution moat.
Speaker 1:ChatGPT is turning into a social app. Sam pulled it off. Before Zuck could make the Meta AI app good enough to compete compete with ChatGPT, says Yuchen Jin. Axe and Grok could have a real chance to do it too, but it's rough watching DMs and chat keep breaking. CNBC said Meta plans to release a standalone Meta AI app in an effort to compete with OpenAI's ChatGPT.
Speaker 1:And Sam Allman said, okay. Fine. Maybe we'll do a social app. And he did. He did Sora, and now he's adding social features to ChatGPT core.
Speaker 1:Did you see this that we don't understand how ice is why ice is slippery? I don't know if this is fully confirmed at this point, but Massimo Rainmaker 1973 shares new research. So I misspelled it. Research. New research shows ice is slippery because of electrical charges, not pressure and friction.
Speaker 1:For almost two hundred years, the prevailing explanation for ice's slipperiness was that friction or pressure from a skate, boot, or tire melted a microscopic film of water on the surface creating a lubricating layer. A new study from Sarland University has overturned that long standing idea. Boris Power here says, who's the head of applied research at OpenAI, says, wow. This is one of the bigger firm beliefs I held that got overturned. Like, I I really this is
Speaker 2:the one that knew was trip.
Speaker 1:I knew that the world is round. The sun rises in the East and it sets in the West, and I know that the reason ice is slippery
Speaker 2:Because of microscopic layer.
Speaker 1:Layer of of water. But it is a good point. If it's actually about electrical charges, then it begs the question, which he's asking, I wonder how long until we get nonslip shoes for ice.
Speaker 2:Ice is is brilliantly humbling. You know? You think you're walking, you're confident, you know, you're like, I I I'm handling this ice and then you just suddenly it feels like you got a banana under your foot.
Speaker 1:One of my one of my friends, was worried about getting canceled because the first tweet he ever posted like decades ago when when when he first got on Twitter was, I just slipped on some iced. Hashtag f ice. Like, f u c k I I c e. And he was like, am I being like rude or incooched? Should delete that post?
Speaker 2:12 lessons from our interview on Dialectic, his podcast. I I don't think we'd ever written down a lot of these ideas. I think we've certainly talked.
Speaker 1:Principles. Talking about the need for principles and the need for, some sort of,
Speaker 2:you know, more like operating principles within the company. Yeah. Some of these are relevant.
Speaker 1:Irrelevant. Yeah, this is more like the the style of content. Never forget Satya Nadella in 1993 as a Microsoft technical marketing manager showing how Excel works. We can play this clip.
Speaker 3:As you can see, the most important architectural requirement for this piece is to be able to integrate data which exists on a host or a mainframe right now into Excel. Excel being our front end tool and the AS 400, in our case, being the data repository. So what I'm gonna do now is exit out of this environment and show you how we can better integrate this data into Excel. And I'll go ahead and
Speaker 1:Call in questions now. He's doing a livestream.
Speaker 3:K.
Speaker 1:Basically. I mean, it's on TV.
Speaker 3:But At this point, what it did was it talked to the MS Query went ahead and talked to the DRDA driver and got went and connected to the mainframe, brought down the relevant data, and populated my sheet here with the relevant data. Going to using Windows NT SNA server, connecting to the database
Speaker 1:It sounds like
Speaker 3:data back.
Speaker 1:Agentic AI. Sounds like a a workflow that's been
Speaker 2:automated for numbers.
Speaker 1:This guy's been automating workflows since day one. Now he says he has less hair, but the same love for Excel. And he's, he posted a photo making sheet happen since 1985. He's looking great. He's having he's on top of the world.
Speaker 1:We appreciate you all and we will see you tomorrow.
Speaker 2:Love you. Goodbye. Cheers.