Techstrong Gang – December 5, 2024

I am surprised that the lack of AI information here at Reinvent, you're watching Textron Gang. Hey everyone, it's Alan Shimel for Tech Strung Gang. No, there is no lack of AI at AWS reinvent.

As a matter of fact, it's downright overwhelming. Uh, we're gonna talk about that. And what is AWS Reinvent?

Oh, excuse me. What is a S'S Plants around AI in, in its many different flavors. Uh, we're also gonna give you a real update on what we've, the text trunk folks, as well as the FU folks have been doing here at, uh, a WS three event.

This is a casual just two person version of the gang. We, we put a call out to Silicon Valley and requested diplomatic immunity for Joe Hunter, where you were going. I was, was it out court to be able to leave the jurisdiction and come down here to Las Vegas?

It was in jail, right? It was, you know, some would call the jail. I was trying to be fancy, John.

Okay. I'm sorry. But the one and only Jon Swartz is with us here live in person at Reinvent.

I knew it in our suite at the wind. John, welcome. Hey, thanks, Alan.

So, uh, I was kind of up in the air. I was good. I talked to AWS about just showing up and talking to some of their executives, uh, in AWS fashion.

I don't mean to be rude to the host. Sometimes they take a long time to, to kind of put together their, uh, Make up their minds Yes. Execute, and it set and set up their, uh, appointments.

So I did end up doing that. I ended up coming down here and I ended, ended up being, as you are overwhelmed with the amount of AI news, but there are also some other things, not just the news, but where the company is going, and some of the people who've made appearances here, which I think is kind of foreboding and maybe presages, uh, the direction the company is going on, going in, in many different areas, not just, uh, uh, enterprises, but climate change, um, future investments they're gonna make in some certain startups and maybe changes they're gonna make to the robots than 1 million robots they have in their warehouses. So, wow.

So I spent a lot of time roaming in talking to different people to get an idea of what they're gonna do in the ecosystem. And their plans to be, uh, to be blunt, are literally to take over the world in a sense. Well, it's always been that though, hasn't It?

Yeah. Oh, it has. And that's not new.

Um, what, what I find interesting, well, first of all, I gotta ask you, did they give you the sweatshirt? They did. Okay, so can I, okay.

Okay. I'll, I'll, I'll, because I didn't get one. Oh, I, so I filled out a survey.

The reason why I did that is at, because I came here at the last minute I drove, and so I didn't have much of a wardrobe. I didn't have much time or much of a warning from AWS They told me literally the night before the meetings what they had confirmed. So I showed up, and as my reward for doing the meetings, they gave me this nice sweater, which, um, I will wear today and maybe give it to somebody else.

I, it's, it's very comfortable. Yes. It's pretty pale shade of blue.

Uh, I had to give an evaluation of the a s CEO's, uh, keynote speech on Tuesday, as He still gave you that, And they Oh, I lied. I lied. He lied.

I was gonna say. Okay. So, Okay.

But I mean, it, it, so Alan, like for instance, um, I know you have theories about where this is going. Uh, maybe you want to talk about that first and what a AWS is, is priming to do with enterprises. And then I'll, then I'll discuss some of the things I I came Across, you know, so I sat through the three hours of keynotes yesterday, and you and I were sitting here, uh, in our studio watching the, uh, simulcast of the today's keynote.

Um, and it was all AI all the time, pretty much. Right? But here's the thing, when you look at some of the, not some, when you look at a lot of the AI offerings they're building out, they seem to be end user like consumer on The, on the surface, it appears to be Ben Nova is a, it's a Chachi pt, philanthropic Claude competitor almost.

And they, and they clearly, uh, notion, didn't they bed, uh, be benchmarked. You know, What leads to that conclusion, I think, too, and I think it's a very logical conclusion, is that Andy Chassis, who has not been at this show for three years, and who is now the Amazon CEO showed up to make, He's the one who did the, the, the, uh, that, that one, yeah. Vi Nova.

Um, everything around Q is is AI generated today. Uh, Dr. Swami, I forget his last name, uh, anyway, everything he was doing was, was AI thing.

Was AI empowering empowerment. Here's the thing though, the, you know, in my best doctor, evil voice, what they wanna do is they want to build their own infrastructure. That's, uh, it doesn't have to be best in class, it has to be good enough.

Mm-Hmm. Infrastructure for GPUs and ai and the storage that goes with it. On top of that, they're building their own models, their own ai, you know, everything you need not to be an end user to use the ai, though, that's what these applications are for.

They're not true applications. They're building blocks. It's because their plan to dominate the world is based around being the place to host AI empowered applications.

And they're building these AI building blocks for developers to attach to via API and build tomorrow's AI empowered applications that run on Amazon, Silicon and Amazon data centers on Amazon networks. Yeah. Yeah.

No, that, that's, that's a very good point. You know, the other thing that was interesting to me is, so you have Jesse come back to talk about nova, and there's a, there is a different end game than from the coverage that we've seen so far, because in a sense, we're just covering the news, but we kind of go deeper into it. What was interesting to me is, I think on Tuesday, and I, I, there's so many things that Amazon did that I, for the first time, I'm using a computer on camera.

Um, there, so there's a guy named Benoit Dubin Dubin from Apple. He's senior director of machine learning and, and ai, he used to work at Amazon. Yes.

Apple. The, the idea of Apple appearing on stage at anyone's event in including a competitor in other areas, to me, said a lot in a sense. He, he came in as a, to do a testimonial about their, um, the services that they, that they use or how they, how they, how they use Amazon services for all their products.

He went down the entire product line, and also Amazon's behind the scenes role in Apple Intelligence. So Apple uses, um, the AWS chips, uh, graviton and in reia, uh, for efficiency use. But he also said they're in the early stages of evaluating traum too.

So in, in a sense, this is a coup for Amazon in terms of their competition with Microsoft and Google. But you can, you see, you add that with Jassy and then some of the other things I heard that were not directly involved with the products, and you see this vast, crazy ambitious plan they have, which is going to be even easier without getting political, like I usually do. Um, but it's gonna get easier in this current climate because one of their antagonists, Lena Kahn's gonna be outta the FTC so they can go full bore.

Um, they're gonna do it regardless. Of Course. That's assuming that Jeff Bezos crawls his way back into the good graces at the court at PA in the Palace.

I, I think he has made efforts. I think there has been some communication between him and Trump, and I think he's also given his actions at the Washington Post, and not making a presidential endorsements, uh, says, says volumes. That was the, the groundwork cost Of 200,000 plus subscriptions to the Washington Post.

So, be it. I guess if you do the math though, then, then, then they look at what they're gonna try to do here. Right.

Made big payoff in the, in the end. You know, I, I don't want to go down the whole politic route, but I wonder if Elon Musk doesn't wind up becoming the gatekeeper for the tech world to access As, as long as he's in the good graces of Trump. That is probably the case.

But I'm not confident that's gonna last more than six to nine months. But that's another story that will eventually show You really with too stable genius. But be that is, I didn't want to go down.

Yeah, No, no, no. I, but I, I just think the context of what they said, there's, and I, I'll mention a couple of other things later. Okay.

That, that, that they have in mind that they're working on, that all ties together to a degenerative AI in particular. But I think they're gonna be even more confident now and, and more at ease. Yes.

And the climates Yeah. Feeding You full speed ahead. But let me, let me give you maybe a contrary thought here.

Misery loves company, and both Apple and AWS have been at least perceived, if not in fact, as being maybe laggards. Right. Microsoft's got their OpenAI relationship.

Yes. Google's been all in. I mean, they bought what Deep Knowledge or Deep Minds Deep Mind Was Yes.

A while ago. And they've got, they're ahead of 'em. Yeah, I did Clearly ahead of them, by the way.

I was gonna tell you in Silicon Valley, and this is some insight that I get directly from the companies, they are incredibly touchy about their status and how they're perceived in the AI race. Yeah. So clearly they're behind Microsoft and Google.

Uh, you mentioned Amazon, apple announces intelligence like a year after everyone else has made their, And I look, I I, I use it. I've Got my iPhone 16 pro here. I've got the M1, uh, iPads.

I don't, I I realize it's just incremental. I am on the, but that's What, but that's what Apple does. They're incremental about everything, and they popularize something, it becomes mainstream, and then they become a dominant player.

So they wait for everybody else to establish the market. Well, there's the Dell model too, right? Dell doesn't get in the market until it's sizable enough, and they believe they can capture a substantial share of it.

But that being said, seeing Apple out on the stage, that's was my thought, is, hey, these were two, if you ever saw Animal House, right. They walk into the fancy nice looking, if I turn and they say, oh yeah, Lenny, come sit over here. This is Iman and Mohamed and Hai have a seat.

Make yourself in home, and you Never see the host again. And they shovel 'em up to the side. Greg Marlo's off, you know, with, with Kitty or whatever her name was.

Yeah. I Can't remember her name. Uh, but you know what I mean.

Exactly. There. So there were, there's, these guys are in their suits.

They're Buster Browns and their flounder and Pinto are left to fend for themselves. It's the losers. Just as aside, I know we do this a lot.

You and I do this a lot. We do these kind of cultural side sideswipes. Yeah.

But that's something, there's a lot of of things that happen in that movie that you can apply to everyday life. Oh, there's No doubt About, you know, life lessons that they Offer the genius of National Landfill. Absolutely.

And, and in a sense, we have kind of the haves and the have nots. And, and, uh, I'll tell you, I was talking to somebody who, uh, works with, uh, Salesforce and Asian Force. So before I was here, I did a story that was somewhat negative about Salesforce and their AI entry, Benioff.

He immediately started texting me, and did he, and he said to me, you, you're missing the point. We are not that far behind. We're actually in front.

And he would send, and he, he protested far too much. But I listened to him and I, I did a story based on what he told me. But, um, everyone is very, very touchy about it.

And I think AWS if I can take a liberty, do you think in a sense that they announced the kitchen sink Strategy? Oh, I think they've thrown everything, Everything out to make it seem as if they're as relevant to the other. It's also, yes, yes.

But look, you're not talking about bad luck Schlepp Rock here. Right. This is AWS this is Amazon.

They do have the wherewithal and the capacity to rule the world. Right. Because they do have the data centers.

They are developing and have developed their own silicon. They have developed these agents. They are gonna wean themselves away from Nvidia.

They, among the big three who do tens of billions of dollars of business with Nvidia, they'll be the first one. They will be the, I think you that that's gonna happen. Absolutely.

And here's the thing. He said it yesterday or the day before, rather, he said, we're in the, the whole industry, not just AWS Gen AI itself is in its infancy. This, this is a marathon, not a hundred yard dash.

And the first steps have just been taken. AWS is playing for the, the playing the long game here They did with cloud. I mean, they've done, every, people would look at them and see this company spending billions of dollars on infrastructure and losing money every quarter.

Yep. There was an end game. There was a method to their madness.

And look where it got 'em. Um, Absolutely. And I think, and they're gonna, that's, that's the thing.

It's happening all over again. That's the game. This is a long game.

Um, now the, the, the, the issue, I think is a w not AWS AI is evolving so quickly. It's hard to figure out, you know, if you're playing that long game, what's the road look like five years from? Yeah.

That's always been the problem in tech though, right? Is anticipating where the market's gonna go and spending. How do far do you miss?

And I mean, that happened with Microsoft, with the internet. It happened. It, it happened with AWS in a sense, to a lesser degree in ai.

It's happening with, with Apple. Um, the, it was interesting. Um, so I, when a AWS came up with these meetings, so I, I met with a couple of executives of theirs who run, um, accelerators within the company.

One of 'em runs a climate change accelerator, and she, she out outline her name's, Elizabeth Kaufman, she outlined a number of things they're doing in terms of battery efficiency, which by the way, is the Holy Grail in going back Silicon Valley. That is the obsession. It leads to everything else.

That's, so they're working with this company. And the reason why I'm mentioning this, there was a w another woman who I met with named Katherine Van Nuys, who is the boss of the Climate Change representative. Katherine runs the Gen AI accelerator.

And you know, one, one of the first companies that they discovered and they decided to invest in was Anthropic. So that was her connection. She said, you know, we started off, they, this company had only a few employees.

We thought they had promise we have a billion dollar, like a billion dollar fund. We, we decided to put some money into them. And now that invest worlds, like it's out 8 billion.

Yeah. They doubled. They just doubled their, their investment.

So, But here's the thing. Yes. You're a hundred.

I mean, I mean, so they're, they're seeding everything. Yes, they are. They're, they're trying to, as I think we said yesterday on the gang, they're playing every number on the roulette except zero and double zero, but red, black, they've got it covered.

That's a, that's an excellent analogy, right? Yes. But The unique thing, two unique things about AWS and Amazon, number one, they've never been afraid to eat their young and Anthropic may wind up being Yeah.

A prime example of this as they kind of cast that to the side as they go with their own, Right? So they have these symbiotic relationships with companies until they become the con Symbiotic, okay. I'm, or parasitic, Parasitic is a better word, but they, they, they, they wean or they use, for better lack of a better word, use something and, and run it dry.

And then they decide where's, well, they suck. We'll go on our own. But yeah, We could do it ourselves.

So I think that, you know, and Claude's a great product. It may have legs Mm-Hmm. In spite of what Amazon does.

But, um, you know, that's certainly a possibility. The other thing is only AWS can kick off their thing by talking about how deep and great their relationship with Nvidia is. Right.

And how happy they are with, And they made an announcement with them is you're right. Exactly. And how happy they are with their investment in Anthropic and all that it's doing.

And Claude working in Bedrock and, and say all of these things, wasting probably 20 minutes of a three hour keynote, and I do mean three hour keynote on, on their Nvidia relationship on Anthropic. And then in the next breath, say, we're coming out with our own silicon that beats Nvidia and our own gen AI that is benchmarked to be better than Claude. That's the Amazon way.

You know, take no prisoners. Um, no, But it's okay. Microsoft took no prisoners.

Right. There was a time Oracle took no prisoners. Right.

But they weren't as duplicative and duplicative has evil connotations, but they weren't, I can't think of a less evil Yeah. Sided Two-Face, but duplicative to be your friends here while plotting your demise here. Yeah.

It's, it's Machiavellian it, Yeah. It, it is At every big word I got from, Well, you're a lawyer, so you have a, you have an extended vocabulary much more than that. It's Machiavelli.

It is Machiavellian. And it's, um, it's inevitable. I mean, it's happened before, will happen again as they move their tentacles, you know, they, they, they strike these relationships and then they cast them aside.

It's almost like Elizabeth Taylor, you know, you married somebody, the husband was, Maybe it was King Henry vii. King Henry VII is better one. He chopped their, yeah.

Well, not all of them. It was, uh, died, divorced, no, divorced, died, divorced. You remember this died.

No, there's a, there's a, a grind divorce died. Divorce died. Died is not really, you know, off with their heads Yeah.

Of died. And then the last one he did it. Yeah.

No, there was an note. And then one more that stayed on Catherine of Argon In a sense that Amazon's working their way down a list. So this is what was interesting to me too, is, um, like you've got a lot of AI related conferences.

Yeah. And the, the one guest speaker who is kind of grown tiresome is Jensen. Yeah.

He's here. And, and he is, he is, it's interesting to see the dynamics play out. I'm sure he knows where this is leading and, and they're making their own path to be less, less.

Uh, so let's, Let's explore that To be, to be less reliance on am Amazon, Microsoft and Google eventually. Well, that's NVIDIA's game. Yeah.

And Vinny's game. And it's, it's, it's a, it's a take a, a card outta the Microsoft books. It's about the software.

Stupid. So if Nvidia says, if we control the software that people use for the AI game, we, we, we got 'em. We got 'em.

Because then we can embrace and extend that software. So what runs best You, you know, In ours, Chips. So one thing just popped in my head.

Somebody mentioned to me Amazon's long range plans, which impact their employees, by the way. So I hear from two different things. I hear theories about what they're gonna do with, with their warehouse con control.

And I get a lot of messages from people who are organizing as labor representatives against Amazon because they see where this is going. And Gen AI, in a sense, is going to be able eventually, I'm not sure how quickly, but probably sooner than we think, convert most of the 800,000 to 1 million robots that work in the warehouses. They're gonna be able to do things like sort through, uh, products.

Yes. And, and, and here's what the, the tie-in that is so creepy to me is that there is a startup in San Francisco called, I think it's called Physical Intelligence. Bezos is one of the big investors in this company.

Sure. These are robots that do household chores like the, the robot from, uh, the Jetsons. Mm-Hmm.

They, the, and I've seen videos of these things. They, they sort clothes, they bus tables. And Bezos is imp, he's a big investor in this company, and he probably says, wait a second.

Right. These robots can do this. Think of what they can do at our warehouses.

Oh, sure. And I, I remember just going like, years and years ago, I went to a place Fernley, Nevada, one of the first distribution centers. He was there, and he, he, I, I talked to him about what they plan to do.

And he's like, you know, the era of robots will come along and God knows we won't have, we won't have anybody here. No. And I think, and I, I think this is part of their plan, it's gonna affect their own people as well.

Whenever I talk to young people or I, I, I was taking you an Uber to the airport to come here this week. I was talking to my Uber driver, told him I was coming out here, and he had, he said, you know, this AI scares me. I said, well, as an Uber dar driver, I can understand that, you know, says they're not gonna need drivers.

He says, yeah, I should have gotta be a doctor. I said, what makes you think a doctor won't be Replacing? Hey, that's, they've already, they're already starting that.

Absolutely. They started down that path with, there's a dental robot. I mean, it Yeah.

Well, They've been doing, but here's where rubber meets the road, where the robot is empowered by ai. You just went right to my point. Um, that's exactly, Now, right now you've got the Yeah.

The dentist, the orthodontist, the, the surgeon. There's A high-rise window washer in Manhattan. He's done.

It's the robots. They, they, they're already testing it. Sure.

Um, so, but, But would you make that robot smart enough to know, well, maybe window washing is a little too simple, but you make that ro robot smart enough to run a factory or, or a distro center, you could organize your unions all you want. Right? The three of you'll sit in the coffee break room because the rest of this plant will be run by robots.

And I think that is, that's the game here. I mean, from Amazon's point of View, you know, I saw something, it's, it's kind of along the same lines. It was kinda this sinister kind of idea that this Department of government efficiency, part of the edict is advancement of AI as fast as possible.

Because here's the thought, if we wanna get rid of a bunch of government employees, maybe we can replace 'em with bots and we become more efficient. And that's, you Don't see any irony though that the guy running that is the guy who wrote the letter about going Slow. Yes.

Yes. Yeah. He's one of the few guy, uh, Musk was one of the few guys who said, we should slow down on this.

Well, That's because it came out that they didn't do what he wanted with open Air. Right. Until he, until he had his own is until he had his own irony or hypocrite.

Hypocrite. Yeah. Uh, yeah.

Okay. So he was trying to slow everything down when he was behind. It didn't have an answer.

Now that he full speed, that was full speed ahead. Probably he does. Yeah.

That sounds like Amazon. But, um, I mean, that sounds like Silicon Valley. I mean, we're gonna be blunt.

We're gonna be just Well, but this Blunt about it, you know, it's take no prisoners do what they gotta do. And the, the thing about AWS is, again, the girth of their business matches their ambitions. Right.

And their ambitions are big. And the thing history with Amazon is they, they, they set their mind to something. They destroy industries and they do it in record.

Disrupt, disrupt. I, I think of it as destroy. Oh yeah.

That's me. I, when I see disruption, I sometimes see people losing their jobs or in that Yeah, they did it to the book industry. They're gonna do it to the pharmaceutical industry to some extent.

Um, food delivery, I mean, they're, they're everywhere. Well, Amazon certainly AWS in particular though, John, I think their game here is that the overwhelming majority of AppSec that are gonna come out in the next three to five years or more are going to be AI empowered. That That's right.

You know, if you're not building an AI empowered app or modernizing to an AI empowered app right now, you are toast. And they wanna be the place for AI empowered AppSec. You wanna go run your office co-pilot or your, you know, something like that.

Yeah, go ahead. Use one of those other two guys. But if you really have an AI empowered app that you want to run on state-of-the-art AI empowering infrastructure, AWS is the place to be.

And they, if they're making that bet, they've already done their calculations and they know that that's gonna be the dominant, uh, business. Yeah. Going forward for clap.

Yeah. So when I was talking to the climate change person, in a sense, she kind of is reading between the lines. She's like, you know, we're doing a lot of work in terms of, uh, SMRs, like a small nuclear facility.

Yes. We're thinking about energy consumption and we're thinking about data center efficiency, building out data centers. And I said, well, this is because of your AI ambitions and all the energy that's required.

Oh yeah, that's true. But we also really believe in great ideas. And I think these are great ideas that enhance and extend their, their, their leadership and in this space.

But their game plan is based upon, you know, I I've done VC backed startups my whole life before starting Techstar First rule, when a VC is looking at a business plan, is this a potentially big enough market? And can this group can this mm-hmm. Leadership group, can this I business model, business plan be one of the top three in this potentially big market?

If it's not a big enough market, I'm not investing in it. And if I don't think that this particular plan has legs to be a top three player in that market, I'm not investing in it. Put that on Uber, no pun intended with Uber, but put that on Uber steroids, the AWS and they have made that is the market AI empowered applications.

Yeah. I, it's, it's interesting. We did the DI economy, we mentioned Musk, and there's this fear because he is the world's richest man that he's going to, uh, usurp his, his access.

Well, he did lose 56 billion in united ski. Oh he'll, he'll regain it. Yeah.

But he'll, he'll probably regain it eventually. Who knows? But yeah, that, taking that into, into accounts, you know, that's like chump change for the rest of us.

But regardless, uh, there's always this fear about him, uh, taking advantage of say, uh, uh, war taking more advantage of like satellite ideals or defense deals. Now, well, Why, you know, Bezos has blue origin. Why do you think he's got his knee pants on And by?

And Yes. And by the way, um, That's not lipstick the Army. No.

So the FCC, so the FCC, uh, nominee Carr has said there's no reason why we shouldn't extend and expand these deals, satellite satellites. Not just to, uh, Elon Elon, but To, to, to, With ki with Kuper. And with Kuper.

That's another, uh, so, uh, it's a feeding trough. Right. And, and so we life In the oligarchy, I mean, it's gotten worse than this gets continuously worse.

It's good. You ain't seen nothing yet. Oh, Jesus.

You know, God. Well, it's gotta be, but it, but you know, again, not to go down that road, AWS they, they have done their homework, they're making their bets, and now it's a question of execution. And I, I've never bet against 'em in terms of execution.

I have to say something. The it, so you, we go to a lot of trade shows and usually they're, they're the same kind of slog. You know, the, the keynotes are getting longer.

Yes. The, there're too many breakout sessions. There's too much messaging.

They're, they're inundating us with press releases. But I have to say the best organized show by far is a w is reinvents. Yeah.

Based on my experience. And one, sorry. And one of the things they do that's, that's brilliant, but also kind of creepy, is they have the, the press room is set up extremely close to all the meeting rooms.

So you only have to walk a couple hundred feet and you will be put from one interview to another to another. And if you go, don't go to that, they'll just come to the press room. I've seen Jassy when he was A-W-S-C-E-O.

Right. He will go to the press room and while, while the press is eating, of course, he's, he's, he's, he's pontificating and it's like almost like a sense of, of, of brainwashing as Microsoft used to do that. Yeah.

Um, so when I worked at USA today, they would have us come up and visit them for a day. You'd be there from 9:00 AM to 5:00 PM back to back to back meetings all day. Not a break.

No break. You even go to lunch with them and they, and, and, and they will do the same message. Well, Guys here, I mean, look, let's be fair, they're very tight-fisted on giving out press and analyst passes.

But once they give you one, they track how many meetings you go to or you do, right. How many sessions you attend, do you sit in at the keynote? Because, you know, next year for Christmas, they, they check their list and check it twice before you get into they want ROI from your coverage.

Right. And they expect it. And, and they, you're right, Alan, um, they, some of the few places where after a meeting I get a reminder, oh, we enjoyed meeting with you.

It was like a bot. Well, it probably is a bot, but they're, they're, they're just hitting me, cascading me. And I, I got, it's like 10 messages this morning about every conceivable thing they're doing today.

And they repeat things. And you know what, going back to that Microsoft trip, they got me to the point where I would think in the way they, I, dr I mean, they would explain something to me, and then when someone asked me about it, my experience there, would I I would regurgitate it. Yeah.

First, like if I went to Apple, I talked to five people, I get five opinions. They're, they were all on, on message. And I think AWS is on message.

They got the budget, they got the ambition, they got the, the machines in place. And um, I would ne I never count, count against. No, I wouldn't count.

I think, you know what, they have a great strategy for them. And like I said, it's about executing and don't count against them on execution. John, we're about outta time.

We have one more day of Textron gang coverage coming tomorrow. We also have some live coverage today, as well as a whole bunch of other content on Textron tv. I know you've got some meetings.

Yes. And I'm going back. I'll be back in Silicon Valley for the next strong guy.

Well, you, you I did. I got out. I was like 48 hour pass.

Yeah. It was like the groundhog. Today it is peaked out.

I know. You have to evoke the 25th. Amen.

Who's running Silicon Valley while you're gone? Oh, they'll do fine without, they do better without me. So sorry.

Jon Swartz here in person for Textron Gang. We are live well, we're not live on Textron gang, but we'll be live here today in our suite at the wind covering all the AWS information you need to know. This is Alan Shimel for Techstrong and Techstrong gang.

We'll see you all tomorrow.