Searching...
22 results for “hardware”
Topic4 mentions across episodes
hardware
Concept2 mentions across episodes
hardware
Coming into this, my impression was maybe that there was a little bit more of the natural replacement cycle that was keeping a floor on revenue, which may be the case. But I am getting the sense that a lot of the revenue base revenue growth is driven
23:56 / 25:04
from transcript23:56 – 25:04
...the hardware, which I can imagine you have these cameras on a conveyor belt. The software aspect to them, they have to link into whatever you are working on. In some ways, that software is machine to machine execution. Is there a lot that's also goin
3:47 / 4:49
from transcript3:47 – 4:49
And it starts there. And the reason construction and mining are so kind of integrated, and some people might disagree with me, but, like, a mining project is a big civil construction project. It just never ends. And but you hope for me a deconstructi
27:46 / 28:53
from transcript27:46 – 28:53
...hardware, which I can imagine you have these cameras on a conveyor belt. The software aspect to them, they have to link into whatever you are working on. In some ways, that software is machine to machine execution. Is there a lot that's also going ba
6:38 / 7:47
from transcript6:38 – 7:47
times when we kind of like were failing, gave us that feedback and the problems we need to solve in this training. One of them was the accessibility to charging. The US grid is overpowered. A lot of people don't have access to three phase power. So w
8:51 / 10:13
from transcript8:51 – 10:13
Or the soil of where you're building. Views on that industry having come do you think there's any parallels? So, yeah. Because this is also something that is always the next decade away, right? Yeah, yeah, yeah. So, yeah. So, so I talk about economie
25:59 / 27:18
from transcript25:59 – 27:18
in these, like, very complex manufactured goods with, like, thousands of parts. That was why it was such a huge transformative thing is because now you could have this continuous flow process, which existed before for, you know, much simpler things.
25:21 / 26:34
from transcript25:21 – 26:34
created for the top layers of the stack by the bottom layers that don't capture it. So are we all just the beneficiaries? Is angel investing purely the beneficiary of the emergence of AWS and Azure? Because I can tell a story whereby angel investing
1:04:29 / 1:05:31
from transcript1:04:29 – 1:05:31
“Why this pet food startup built their own factory instead of outsourcing”
we have a very strong competitive moat within the cable product line. And and what I mean by that is we vertically integrated the entire business, and we built our own factory. Right? So you can't mak
31:55 / 32:32
tactical advice31:55 – 32:32
with, an r squared of 97 or something. No. Which brings us to this question of pilots. You know, a lot of the technologies and the founders that we work with, they're piloting new things, and there's always that. It's almost an indispensable step bet
42:00 / 43:02
from transcript42:00 – 43:02
that product format. You know, with UmKibble, you know, we have a a very proprietary fresh dry process. You know, physics degree to operate the equipment. The equipment takes years to to purchase given long lead times. There aren't many OEMs actually
32:14 / 33:15
from transcript32:14 – 33:15
The US will be, like, 10% of our power will be a data centers, which is still, like Of electricity. Of our electricity. And in terms of energy, that's even a smaller fraction. Right? Oh, yeah. Yeah. Because you think about By shifting to electric veh
44:49 / 46:01
from transcript44:49 – 46:01
But what percentage is power from like, if you if I do a In in support. Four year amortized, GPU data center, what percentage will be power? 80% of the cost of a GPU data center if you're building Blackwell is capital. Yeah. Right? It's the GPU purch
45:42 / 46:53
from transcript45:42 – 46:53
Putting it all together on a margin, however you would look at this, what do margins look like for Cloudflare? They're a software business, so they non GAAP gross margins are about 75 to 78%. This looks lower than maybe a a top performing software bu
51:01 / 52:05
from transcript51:01 – 52:05
So instead of sending all your traffic through a VPN concentrator or a VPN server that you might be used to, you can just make a direct connection between point a and point two things that are running Tailscale. And so as a really simple example of w
1:05:10 / 1:06:22
from transcript1:05:10 – 1:06:22
because I think we have a sense of what the answer would be. So I'm avoiding the question by by stipulation. Never gonna die and you love the game. Never gonna die, so it doesn't matter. And he could just invest his own capital infinitely if anyone d
54:32 / 55:56
from transcript54:32 – 55:56
succeeding beyond, like, your wildest dreams. In and out probably wasn't an LSU. The guy didn't know. Maybe there was no Internet back then. Whatever the case is. Like, I'm not, like, being overly harsh on this. So then what's Todd left to do? You're
1:10:28 / 1:11:33
from transcript1:10:28 – 1:11:33
And what happens is there's a if a refinery goes down, every day that thing is down, that's very expensive then. So boilermakers come through and they either, like, update the equipment or fix the equipment. And so if you're willing to work ninety fi
1:11:01 / 1:12:32
from transcript1:11:01 – 1:12:32
airport as opposed to the front door. Because you're right. You can't put millions of people through the front door. And today, there's 3,000,000 people every day going through airports. Our numbers are by 2030, you're gonna have 4,000,000, another m
24:40 / 25:46
from transcript24:40 – 25:46
quality of life. You mentioned the radio just then, and this was gonna be one of my questions, which is, like, are people able to use the radio out here, and are they on, like, Citizens Band or something else? They're on CB radios, just like anywhere
11:26 / 13:18
from transcript11:26 – 13:18
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.