WEBVTT

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Good morning, good afternoon, good evening. This

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is John Marchiando and this is another episode

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of the Two Guys and a PLC podcast. I'm joined

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by my brother from another mother slash colleague

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slash buddy. There you go. That's a cool intro.

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Dave Gutshall, good morning, good afternoon,

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good evening, y 'all. Just a reminder, this is

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for entertainment purposes only, and all opinions

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expressed by ourselves, our guests, are their

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own, our own, and are not reflective of our day

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jobs or reflective of anything else other than

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our personal opinion. So, with that... Yeah,

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that was the shortest one ever. Shortest disclaimer

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ever. I love it. Like I said, I do it a little

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different every time, right? At some point, our

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legal department or my legal department or your

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legal department is going to come and say, you

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need to do it this way, and I'm going to be so

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upset. Well, someone's going to actually think

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we've hit the big time because the legal department

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is a little ways off, I think. I was going to

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say, suddenly that disclaimer is going to sound

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really, really dry and specific. Yeah, exactly.

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And I'm going to be like, oh, darn. Oh, darn.

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Well, dude, we have got a great – special guest

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on, so I'm looking forward to this conversation.

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Yeah, we've been talking about this guest for

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a bit, and I think we had a whole bunch of stuff

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scheduled, and it was like, when is that? When

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are we doing that one? So yeah, really excited

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about this. I think everybody we're excited for,

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for different reasons, whether they're PhD candidates

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in some cases or have crazy, ridiculous backgrounds.

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What's great about this guy is his entire background

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is Not mine. So, like, totally different places.

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I'm just looking forward to this so much. So,

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maybe with that, let's intro our special guest,

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Mr. Willie Kopp. How are you, sir? Hello, hello.

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I am doing wonderfully. I'm very excited to be

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on the podcast. And I saw you guys post about

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this. I don't know. I think you said about a

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month and a half ago. And I had immediate requests.

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I got to jump on and talk to two of the best

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guys that I've got to work with and had the pleasure

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to work with in the past. So very much looking

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forward to the conversation and excited to jump

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into some cool topics today. Awesome, sir. Thank

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you so much for being here. And yeah, maybe we

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get right into it. Why don't you talk a couple

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minutes kind of of just your background? Like,

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where'd you start? Where's your expertise? And

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some of the really cool stuff that you're dealing

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with right now, whether it's, you know, on the

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technology side. Yeah, let's do that. Absolutely.

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Well, I started as an engineer in college. I

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jumped into electrical engineering and always

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knew that I wanted to be. um in the tech world

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somehow some way didn't really know what the

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hell electrical engineering was when i signed

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up for it but uh i learned fairly quickly yeah

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learned very quickly in in uh in college um after

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college i jumped directly into sort of the sales

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engineering world um i started a bit in uh, in

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hardcore engineering with, you know, the earplugs

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in, in the data center and, and really tinkering

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on stuff and, you know, soldering and all that

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good stuff. But I realized very quickly, I realized

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very quickly that that wasn't going to be the

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long haul for Willie. And I needed to be more

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out in, uh, out in the public and communicating

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and explaining technology. I had a similar revelation.

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So it sounds familiar. Yeah, so it was really

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good. And so I have been in customer technical

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sales, I would say, for, I don't know, the past

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20, 22 years in various functions. Always had

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that angle of loving technology. So I think it's

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kind of my safety lane. And I always migrate

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back to being technical, even though I am definitely

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in a sales first role. Um, but, uh, but yeah,

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networking technology video, uh, very recently

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I've been doing a lot with, um, wireless technology,

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specifically cellular. And so that's had some

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really interesting learnings over the past couple

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of years. Uh, and it's unique to see that space

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evolve for sure. What's your, so part of your

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background has, has been in sports and entertainment,

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right? So were you part of a, of an organization

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that was focused on that, that vertical? Yeah,

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I was probably I always look back on it and say

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that there will never be a better job than what

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I did for that 10 years. And yeah, it was just

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a pure focus building out sport and entertainment

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technologies for for venues. It's and most of

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what we did was for, you know, like the NFL and

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Major League Baseball designing, you know, full

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blown high density wireless systems. And this

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was this was before the iPhone even came out.

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So when the iPhone hit, everything just went

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awry because nobody could make a text message,

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nobody could make a phone call. The data that

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those things were sucking on the AT &amp;T network

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was just... not prepared um and i think i watched

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the blackberry movie i don't know if you guys

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have seen that um but it was just really funny

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to see if you guys watch that that uh when the

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iphone got launched that blackberry was like

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these guys are never going to be able to do anything

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one iphone basically sucks the same amount of

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data as 500 blackberries at the time that was

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on there So there was no there was no concept

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of how this is even going to work. Obviously,

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Verizon, AT &amp;T and T -Mobile love that because

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it's really it's really drove, you know, the

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4G LTE and even 5G enhancements that we're starting

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to see with millimeter wave on the new iPhone.

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So that that was amazing. World mode phone until

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I until it was pride for my cold dead hands.

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I had that world mode phone until the iPhone

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five came out, I think. And that's when I finally

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jumped. Was it, was it, was it the keyboard that

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kept you there? What was it? Yes. Yes. It was

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the keyboard. Absolutely. I still remember. I

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still think I could fly faster on that keyboard

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than I can even today on my iPhone. It was pretty

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amazing how good we got at communicating on that

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thing and just typing probably way more words

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a minute than I do on my laptop. Absolutely wild.

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So, Willie, you had said, so it's interesting,

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I was thinking that our backgrounds, like you

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have a totally different background, but that's

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really kind of in the career. You and I started

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similarly. I was also a double E, and that story

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of why I kind of went double E versus something

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else, I think I brought up on one of the other

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podcasts. What's interesting is because you have

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that initial technical, you're still a technical

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guy under the covers. It's obvious when you talk

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to customers. What do you do to scratch the technical

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itch? You're a sales guy during the day. You

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talk to customers during the day, but I know

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you've got the engineering itch. What do you

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do to make sure you scratch the engineering itch?

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Yeah, I mean, I still do as much as I can. I

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support a couple of local businesses here where

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I live and still run their IT systems for two

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local facilities. One of them is a brewery, so

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I get paid in beer. It's actually not fair for

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me to say that I'm doing it for just the goodwill,

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but it's awesome. I also know a guy that does

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that. He might even be the other guy on this

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podcast. There we go. So, but I really, it was

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kind of nice because I got to use a lot of the

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learnings that I had from the sport and entertainment

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space because really sport and entertainment

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became more of a retail hospitality. Also the,

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you know, sporting aspect of it, but really it

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was more about how can we provide a better seamless.

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customer experience? How do we reduce the friction

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in the experience when people are ingress when

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people are egressing? How do we sell and promote

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more of the actual stuff that were there. So

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I got to bring a lot of that back to the marketing

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facilities. And that led also into getting a

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little bit more into um marketing as as a whole

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and just like advertising and how do you um build

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content with some of the creatives at um at my

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buddy's company which is really fun to do because

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that's totally not my background i couldn't you

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asked me to draw something and it would be you

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know it's horrible but working with these creatives

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and actually operationalizing that with the technology

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to drive a business outcome, it's pretty fulfilling.

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And it's fun to see that stuff come to life.

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So I definitely do that. And then all of the

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cool things that are happening in the AI world

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are just really, really exciting to me. And there's

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a lot of things that I've tried, people that

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have come to me that are interested in promoting

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some new thing that they're doing. One of the

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ones that I've worked on really recently that

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was cool with the old An old colleague of mine

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at Cisco's son is starting a company, and it's

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basically an AI ad generation tool. So you can

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take a website, take some basic content, PDFs,

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PNGs. You can throw them into this tool, link

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it to Facebook Marketplace or Google Ads, and

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it just automatically generates ads, and it puts

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them in the right spot. It hits the right demographics,

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and it's insane. to see how ai is changing how

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and what people can do and you know what a two

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three man crew at a company could achieve today

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is what it would have probably taken 15 to 20

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people you know a year ago only so those are

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some of the other things that i've i've definitely

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glommed on to recently and just trying to read

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and uh research as much as possible uh on the

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ai front what are those guys doing for the podcasting

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world because uh Maybe there's a way for us to

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to get some ad revenue from, you know, from from

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an AI tool with with the podcast. Yeah. So I'm

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not it's more, you know, consumer product good

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CPG stuff is how they're actually using most

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of this. Right. Because most of what happens

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with these CPG companies, they take a lot of

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their money and they reinvest it into Facebook

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marketplace or Facebook ads or Google ads. And

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that's really hopefully. People click on it as

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we all are online. And, you know, we're seeing

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things. Oh, click. That looks cool. I mean, let

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me get one of those only 20 bucks. Let's see

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if that's cool. Send it to the house. So how

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those ads are hitting. How they're actually uniquely

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tied to user generated content is a big key shift

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in movement. So we're not just creating an ad

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from, you know, like we see in the past. It's

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how do you link that to the latest meme that

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people are all, you know, attached to. And now

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all of a sudden that's driving you to want to

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do something. So that's where that, you know,

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AI automated piece. And then there's a cool tool

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that allows you to sort of do asset and content

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publishing and management. So it doesn't automatically

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push the stuff out. It proposes three options.

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You get to select the one that you want and then

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you click it and that's what gets proposed and

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put into the actual ad rotation. And then next

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week, there's going to be a different one. So

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really interesting and cool to see. But just

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one example of how AI is just. Completely shifting

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the way that I would have looked at that five

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years ago when I was doing sponsorship and ad

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revenue inside of a stadium. That was one of

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the hardest things to figure out was how do we

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do good, clean content management that drives

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a specific need or a product? And now that's

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just being completely automated, which is really

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cool. Yeah, that is really cool. I mean, we've

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talked and we got, what, five minutes in, I think,

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before we said the. AI word. We sometimes joke,

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how far into our podcast are we going to get

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before it comes up? And depending on topics,

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it's usually not very long. Usually not very

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long. Willie, what's your feeling on the, I'm

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going to ask the kind of the question that we're

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all asking ourselves a lot. You said it, and

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it's so cool and also so scary at the same time.

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You said, hey, you know, it used to take 15 to

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20 people to do this stuff, and now it takes

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two or three. You know, you scale that up suddenly.

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I mean, that's marketing and that's artists and

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that's, you know, creative types that suddenly

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don't necessarily even need to be there. I get

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the upskilling part like, hey, the people are

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going to be there are going to be really, really

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freaking important. What's your feeling on the

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impact on? Just the those sectors in general

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and ensuring that we ultimately we still are

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going to need some smart people. We might not

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need as many. What's that impact look like? Do

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you think or are you you know, does it make you

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excited because you think they can go do these

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other two jobs that are still very important,

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but we don't have enough of them? Give me your

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give me your take. Yeah, I think it's a really

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interesting question. And, you know, I think

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there's two two really different. views on this,

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right? There's the one where, you know, supercomputer

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AI is going to kill us all and it's the death

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of us and it's just it's just inevitable. It's

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going to happen. And then there's the other piece

00:13:56.389 --> 00:13:59.070
that requires and I think we all know there's

00:13:59.070 --> 00:14:01.830
a human element that's needed for a lot of that

00:14:01.830 --> 00:14:04.049
creative for a lot of those things that you talked

00:14:04.049 --> 00:14:07.759
about. And I even look at like my sons. Right.

00:14:07.879 --> 00:14:09.960
I have three boys and they're all, you know,

00:14:09.960 --> 00:14:12.679
in school with a completely different set of

00:14:12.679 --> 00:14:15.000
tools than we had when we were back in sixth,

00:14:15.120 --> 00:14:17.639
seventh grade. Right. A calculator was amazing

00:14:17.639 --> 00:14:20.840
when you got to use it in math class and eventually

00:14:20.840 --> 00:14:22.740
in college, if you didn't have a calculator,

00:14:22.919 --> 00:14:25.120
you couldn't even do the test. Right. So I look

00:14:25.120 --> 00:14:27.740
at it as a tool and as something now that we

00:14:27.740 --> 00:14:31.340
need to familiarize ourselves with. And we're

00:14:31.340 --> 00:14:34.419
always going to have this. tool that didn't exist

00:14:34.419 --> 00:14:38.059
before, this agentic AI model or this chat GPT

00:14:38.059 --> 00:14:41.899
equivalent that allows us to bring the best of

00:14:41.899 --> 00:14:44.480
our creative, bring the best of ourselves to

00:14:44.480 --> 00:14:48.179
the table. That might be my hope, guys. That's

00:14:48.179 --> 00:14:50.500
the hope that I have as far as how is AI going

00:14:50.500 --> 00:14:53.940
to be something that we can use. And that's just,

00:14:54.039 --> 00:14:56.759
I guess, personal in personal ways. But then

00:14:56.759 --> 00:14:59.620
when I look at it from work, when we go out and

00:14:59.620 --> 00:15:02.379
we visit our customers, Our customers are trying

00:15:02.379 --> 00:15:04.519
to figure out in their business processes and

00:15:04.519 --> 00:15:07.220
in all of these things, how does AI help them?

00:15:07.559 --> 00:15:11.039
And I don't see AI replacing the people. I see

00:15:11.039 --> 00:15:12.840
the biggest problem right now is how are the

00:15:12.840 --> 00:15:17.019
people actually operationalizing AI to drive

00:15:17.019 --> 00:15:19.720
that business case or to drive that need? And

00:15:19.720 --> 00:15:21.620
I know we talk about it a lot. Maybe it shows

00:15:21.620 --> 00:15:24.340
up five minutes into the podcast and usually

00:15:24.340 --> 00:15:26.720
five minutes into every work call I have. But

00:15:26.720 --> 00:15:29.600
very few and far between am I actually seeing

00:15:29.600 --> 00:15:33.379
people. put AI into reality, where it's actually

00:15:33.379 --> 00:15:37.519
doing the promise of what it can do. And I think

00:15:37.519 --> 00:15:38.980
that's where the humans are going to need to

00:15:38.980 --> 00:15:42.399
figure out how to properly use that tool or use

00:15:42.399 --> 00:15:45.740
that calculator to figure out the problem. And

00:15:45.740 --> 00:15:47.220
I think there's a lot of work. There's a lot

00:15:47.220 --> 00:15:49.360
of education that we still need to go to, to

00:15:49.360 --> 00:15:51.200
figure out how to maximize the value that AI

00:15:51.200 --> 00:15:54.480
brings to the table. Well, that's very insightful,

00:15:54.580 --> 00:15:56.919
man. Very insightful. Yeah, I appreciate that

00:15:56.919 --> 00:15:59.220
answer, Willie. And I think, you know, I feel

00:15:59.220 --> 00:16:03.539
like I read so much on this topic. And it's a

00:16:03.539 --> 00:16:06.419
bit of, you know, the pendulum swings back and

00:16:06.419 --> 00:16:09.519
forth between where the promise is and how fast

00:16:09.519 --> 00:16:11.100
we're going to get there to, well, we're not

00:16:11.100 --> 00:16:14.419
quite sure. And I just read another article within

00:16:14.419 --> 00:16:17.440
this last week of how there's a concern. To your

00:16:17.440 --> 00:16:21.179
exact point, Willie, there's surveys out there

00:16:21.179 --> 00:16:25.289
that show. It's not like you buy it and you instantly

00:16:25.289 --> 00:16:29.090
get this burst of immediate advantage and immediate

00:16:29.090 --> 00:16:32.549
productivity increases. You've got to be able

00:16:32.549 --> 00:16:34.970
to actually leverage it, get it into your workflow,

00:16:35.169 --> 00:16:38.490
and oh, by the way, put it where it can actually

00:16:38.490 --> 00:16:40.809
make a difference, not just because you have

00:16:40.809 --> 00:16:43.929
it. I had a customer, and I probably said this

00:16:43.929 --> 00:16:45.750
on one of the other podcasts, but I was at a

00:16:45.750 --> 00:16:50.110
kind of a panel kind of customer meeting, and

00:16:50.110 --> 00:16:52.879
one of the customers said, you know, at least

00:16:52.879 --> 00:16:55.139
in the near term, it's never going to remove

00:16:55.139 --> 00:16:57.519
the need for the human that has domain knowledge.

00:16:57.940 --> 00:17:01.200
I do think that's going to continue to be critical.

00:17:01.759 --> 00:17:04.819
In a lot of cases, you still need someone to

00:17:04.819 --> 00:17:07.339
look at it, especially if you have it doing anything,

00:17:07.500 --> 00:17:10.359
you know, remotely complicated. You know, the

00:17:10.359 --> 00:17:13.279
easy sugar high answer, maybe not, but if it's

00:17:13.279 --> 00:17:16.549
anything remotely complicated. Well, yeah, you've

00:17:16.549 --> 00:17:20.690
got to make sure that when it spits out something

00:17:20.690 --> 00:17:23.369
and you're not an expert, it may look really,

00:17:23.450 --> 00:17:25.269
really good. You might go, man, that's fantastic.

00:17:25.490 --> 00:17:29.630
Let's just send it or use it or deploy what they're

00:17:29.630 --> 00:17:31.210
suggesting. But if you don't have somebody that

00:17:31.210 --> 00:17:33.609
actually understands that and goes, well, it's

00:17:33.609 --> 00:17:36.309
about 80 % right. This piece over here is not

00:17:36.309 --> 00:17:38.809
correct. You've got to have someone that can

00:17:38.809 --> 00:17:41.670
peel it apart and understand those pieces. Because

00:17:41.670 --> 00:17:44.640
if you don't. man, we're in, we're, we're going

00:17:44.640 --> 00:17:46.299
to be in worse trouble than we've been in before.

00:17:47.059 --> 00:17:49.200
Yeah. And I think I know a really interesting

00:17:49.200 --> 00:17:51.339
question that I actually had just in preparation

00:17:51.339 --> 00:17:54.259
for this with you guys and just coming off of

00:17:54.259 --> 00:17:56.960
the name of the podcast with PLC in it. How do

00:17:56.960 --> 00:18:01.720
you guys look at a PLC, which is a very deterministic

00:18:01.720 --> 00:18:04.599
piece of technology that is pervasive is not

00:18:04.599 --> 00:18:07.339
going anywhere fast, but how do we take something

00:18:07.339 --> 00:18:10.720
that's like AI, which is probabilistic and doesn't

00:18:10.720 --> 00:18:14.529
necessarily have the Is it version A or version

00:18:14.529 --> 00:18:17.309
B? It could make a decision, right? And this

00:18:17.309 --> 00:18:19.789
decision needs to actually somehow work with

00:18:19.789 --> 00:18:22.930
a very deterministic environment like a PLC.

00:18:23.089 --> 00:18:27.529
How do you guys see those evolving into AI -enabled

00:18:27.529 --> 00:18:30.359
infrastructure and environments? Because I think

00:18:30.359 --> 00:18:32.180
there's probably something there, but it's always

00:18:32.180 --> 00:18:34.180
something that I've been kind of toying with

00:18:34.180 --> 00:18:36.200
myself when we sit down and we talk to some of

00:18:36.200 --> 00:18:38.700
these manufacturers around automation, right?

00:18:38.799 --> 00:18:42.140
How do you guys see that evolving, let's say,

00:18:42.160 --> 00:18:45.539
in the next couple of years? Let's first define

00:18:45.539 --> 00:18:49.660
that, right? So you've got the C in PLC is control.

00:18:50.420 --> 00:18:55.619
I think we are going to continue to require very

00:18:55.619 --> 00:19:03.630
deterministic control. So the idea that AI is

00:19:03.630 --> 00:19:09.250
going to directly, like 100 % directly, do the

00:19:09.250 --> 00:19:12.450
control itself, I'm not sure you're going to

00:19:12.450 --> 00:19:16.069
see too much of that. But can it inform? Can

00:19:16.069 --> 00:19:19.730
it provide guidance? Can it say, hey, look, I'm

00:19:19.730 --> 00:19:23.190
beginning to see something going? Maybe I'll

00:19:23.190 --> 00:19:27.269
take a roll of steel, and you're expecting that

00:19:27.269 --> 00:19:30.809
roll of steel to be a certain length wide. And

00:19:30.809 --> 00:19:34.170
generally, what are you doing? You're measuring

00:19:34.170 --> 00:19:35.970
that as it comes in to ensure that it's within

00:19:35.970 --> 00:19:39.869
tolerances. But when you go to the next spool,

00:19:40.289 --> 00:19:43.769
you're measuring it alone, right? Well, maybe

00:19:43.769 --> 00:19:47.569
you have been sending that width up to a model,

00:19:47.650 --> 00:19:51.039
and it's recognizing that, you know, Ever so

00:19:51.039 --> 00:19:53.460
slightly, the last five of these have been slightly

00:19:53.460 --> 00:19:56.200
different. I'm going to throw a flag well before

00:19:56.200 --> 00:19:59.460
we've got a problem and say we've got a problem.

00:19:59.920 --> 00:20:04.079
That kind of input back into a control loop to

00:20:04.079 --> 00:20:06.000
let it know that something might be going on,

00:20:06.140 --> 00:20:09.619
that kind of thing I think you'll see more of.

00:20:09.900 --> 00:20:12.299
I'm not sure you're going to see within the next

00:20:12.299 --> 00:20:16.680
couple years direct AI control. Dave's opinion.

00:20:16.900 --> 00:20:21.000
John? Yeah. Yeah, good input, Dave. I agree.

00:20:21.140 --> 00:20:24.720
I think we're not ready today to just flip an

00:20:24.720 --> 00:20:28.299
AI switch and have AI control the controller,

00:20:28.400 --> 00:20:32.140
let's just say. I think, back to kind of Dave's

00:20:32.140 --> 00:20:34.640
point there, really, I think we can enhance what

00:20:34.640 --> 00:20:38.440
the PLC does. I think we can also, I mean, let's

00:20:38.440 --> 00:20:41.519
look at a manufacturer of PLCs, for example,

00:20:41.579 --> 00:20:44.119
and I won't name any names, but a large PLC manufacturer.

00:20:44.460 --> 00:20:46.960
They've got a bunch of data that they've saved

00:20:46.960 --> 00:20:51.140
up over the years that they can apply to a large

00:20:51.140 --> 00:20:54.619
language model to help them maybe troubleshoot

00:20:54.619 --> 00:20:58.759
the PLC faster, better, more easily. You know,

00:20:58.759 --> 00:21:03.059
they can use that to... spit out some information

00:21:03.059 --> 00:21:05.339
when someone calls into the call center about

00:21:05.339 --> 00:21:07.779
these are the problems I'm seeing. These are

00:21:07.779 --> 00:21:09.519
the steps you should take to solve that. So I

00:21:09.519 --> 00:21:11.819
think that's another aspect of it where we can

00:21:11.819 --> 00:21:18.220
help make downtime a little bit better. Probably

00:21:18.220 --> 00:21:20.680
that's probably the wrong way to say it. Make

00:21:20.680 --> 00:21:23.720
downtime events cost less. We can resolve them

00:21:23.720 --> 00:21:27.339
more quickly, those types of things. So that's

00:21:27.339 --> 00:21:30.210
another. Part of where my head goes, optimizing

00:21:30.210 --> 00:21:35.250
PID loops in a system where you use some reinforcement

00:21:35.250 --> 00:21:39.650
learning to hone in exactly what the PID output

00:21:39.650 --> 00:21:42.130
should be. Things like that, I think, are where

00:21:42.130 --> 00:21:45.349
we're going to see some initial benefit from

00:21:45.349 --> 00:21:49.500
AI. Yeah. And I think I was I read a really interesting

00:21:49.500 --> 00:21:52.160
article on this last week, so I knew I wanted

00:21:52.160 --> 00:21:53.640
to bring it up with you guys. And I don't know

00:21:53.640 --> 00:21:55.579
how, but it all the sporting analogy always comes

00:21:55.579 --> 00:21:57.339
into play. I don't think it's just, you know,

00:21:57.339 --> 00:21:58.799
by chance. It's just nothing wrong with that.

00:21:58.940 --> 00:22:03.500
But yeah, but but it was it was around. behavior

00:22:03.500 --> 00:22:05.920
trees and i didn't really know what a behavior

00:22:05.920 --> 00:22:08.160
tree was so i had to do a little bit of investigation

00:22:08.160 --> 00:22:10.420
there but it's essentially comes from video game

00:22:10.420 --> 00:22:15.180
ai and behavior trees dictate npcs or these non

00:22:15.180 --> 00:22:17.559
-player characters that you have right so the

00:22:17.559 --> 00:22:20.220
the npc is going to patrol it's going to chase

00:22:20.220 --> 00:22:22.680
you if it sees you but you know if it's low on

00:22:22.680 --> 00:22:25.039
health it's going to run away so it has this

00:22:25.609 --> 00:22:28.809
behavior tree built into it right and i and it

00:22:28.809 --> 00:22:31.289
was a really interesting article of saying how

00:22:31.289 --> 00:22:33.549
they're taking those behavior trees which are

00:22:33.549 --> 00:22:35.490
essentially flow charts that represent you know

00:22:35.490 --> 00:22:38.390
actions and conditions composites and all these

00:22:38.390 --> 00:22:41.809
different types of things to this yeah yeah yeah

00:22:41.809 --> 00:22:46.039
and they're basically putting those behind behind

00:22:46.039 --> 00:22:48.980
the PLC right so the PLC which is hard to upgrade

00:22:48.980 --> 00:22:51.079
as we all know right going into somebody's operating

00:22:51.079 --> 00:22:53.339
environment it's working Willie yeah exactly

00:22:53.339 --> 00:22:57.319
embedding and embedding ai into the PLC i don't

00:22:57.319 --> 00:22:59.160
think that's going to happen anytime soon right

00:22:59.160 --> 00:23:01.500
maybe you know three to five years but they're

00:23:01.500 --> 00:23:04.140
you know applying this and and the analogy that

00:23:04.140 --> 00:23:06.359
they were using was that it's like hey this is

00:23:06.359 --> 00:23:09.240
the offensive coordinator the PLC is the quarterback

00:23:09.240 --> 00:23:11.660
running the plays but the offensive coordinator

00:23:11.660 --> 00:23:13.720
sitting in the booth who can see the defense

00:23:13.720 --> 00:23:15.980
who can see when we need to run an audible who

00:23:15.980 --> 00:23:18.859
can see when we need to make a change is constantly

00:23:18.859 --> 00:23:22.440
giving the updated play to the PLC and i just

00:23:22.440 --> 00:23:24.460
thought it was like a really cool that's a great

00:23:24.460 --> 00:23:28.400
analogy i love this analogy because it's still

00:23:28.400 --> 00:23:30.740
the quarterback that's ultimately making the

00:23:30.740 --> 00:23:34.339
call but the offensive coordinator and the coordinators

00:23:34.339 --> 00:23:37.319
on the sideline are to your point they got way

00:23:37.319 --> 00:23:41.049
more information But it's still the quarterback's

00:23:41.049 --> 00:23:44.089
call. Right. He could call an audible and say,

00:23:44.150 --> 00:23:47.829
okay, kill that. Let's go with this. Yes. Better

00:23:47.829 --> 00:23:51.869
field of view. Yes. Yeah. But ultimately, it's

00:23:51.869 --> 00:23:55.109
still that controller's call. So it may, to your

00:23:55.109 --> 00:23:57.869
point, it may be better coordinators and more

00:23:57.869 --> 00:24:01.529
visibility of the plays and more historical information

00:24:01.529 --> 00:24:05.150
on the opponent and faster analysis of lives,

00:24:05.289 --> 00:24:09.599
looking at player. trends of hey that player

00:24:09.599 --> 00:24:11.599
always stands this way and he's standing that

00:24:11.599 --> 00:24:13.660
way is it an injury are they doing something

00:24:13.660 --> 00:24:16.259
different than we didn't see on tape uh yeah

00:24:16.259 --> 00:24:21.859
i i love it Willie yeah but i think but i think

00:24:21.859 --> 00:24:24.440
kind of why why that came to mind was because

00:24:24.440 --> 00:24:26.539
i think it comes back to the previous point that

00:24:26.539 --> 00:24:28.940
i still believe that there's always going to

00:24:28.940 --> 00:24:32.680
be that human That human element that's needed

00:24:32.680 --> 00:24:35.359
to pull all of this stuff together, not to mention,

00:24:35.380 --> 00:24:37.500
you know, the data that you talked about, like

00:24:37.500 --> 00:24:40.519
these major PLC manufacturers, they've been collecting

00:24:40.519 --> 00:24:43.900
this heuristic data for, I don't know, 10 years.

00:24:44.259 --> 00:24:47.960
But none of that data is even put in a format

00:24:47.960 --> 00:24:50.059
that you could shove into an inference model

00:24:50.059 --> 00:24:53.079
or a large language model because it's not properly,

00:24:53.279 --> 00:24:57.579
you know. It's not contextualized. It's not contextualized.

00:24:57.579 --> 00:24:59.680
It's not probably indexed, which it probably

00:24:59.680 --> 00:25:03.140
needs to be. So that piece is also another area

00:25:03.140 --> 00:25:04.799
where the humans are going to really have to

00:25:04.799 --> 00:25:09.220
understand how that works and where that's going.

00:25:09.440 --> 00:25:13.059
So that's awesome. No, I'm glad to get your guys'

00:25:13.160 --> 00:25:14.599
feedback on that. I thought you guys would get

00:25:14.599 --> 00:25:16.619
a kick out of that one. Yeah, thanks for the

00:25:16.619 --> 00:25:18.990
question. Very much so. Good, good, good stuff.

00:25:19.349 --> 00:25:22.029
Willie, maybe so. John had asked you kind of

00:25:22.029 --> 00:25:25.109
about your your history on the sports and entertainment

00:25:25.109 --> 00:25:29.089
front. Give us a story. I love stories. Give

00:25:29.089 --> 00:25:31.390
us your your I don't know, either you're the

00:25:31.390 --> 00:25:34.210
most freaking kick butt story that you can think

00:25:34.210 --> 00:25:36.690
of or like the nightmare story. Both are always

00:25:36.690 --> 00:25:41.470
really good. OK, so I'll start with maybe it's

00:25:41.470 --> 00:25:45.809
a little bit of both. Um, so it was, it was a

00:25:45.809 --> 00:25:49.990
super super bowl, uh, in Miami, right? This is

00:25:49.990 --> 00:25:54.430
right when it, um, uh, Steve Ross was, had just

00:25:54.430 --> 00:25:56.950
bought the team. Um, and he's a big, you know,

00:25:56.950 --> 00:26:00.130
developer, uh, out of New York, uh, hardcore

00:26:00.130 --> 00:26:03.289
East, you know, East New York guy, right. Comes

00:26:03.289 --> 00:26:06.250
in and wants to just make this place the next

00:26:06.250 --> 00:26:09.440
generation technology. For the folks who've been

00:26:09.440 --> 00:26:12.359
to Miami Stadium where the Dolphins play, it's

00:26:12.359 --> 00:26:14.180
a little long in the tooth, right? It needed

00:26:14.180 --> 00:26:18.480
a lot of love and care. And as we all know, when...

00:26:18.890 --> 00:26:21.529
Random IT people will go into these environments.

00:26:21.670 --> 00:26:24.609
The cabling, let's just say, it's called a rat's

00:26:24.609 --> 00:26:27.309
nest for a reason, right? And there was just

00:26:27.309 --> 00:26:31.589
a nightmare of stuff that we had to do. And we

00:26:31.589 --> 00:26:33.950
were down to the wire. We had got through and

00:26:33.950 --> 00:26:37.470
we were able to convince them that we can do

00:26:37.470 --> 00:26:40.809
this upgrade before the Super Bowl hits. So the

00:26:40.809 --> 00:26:44.130
pressure was on. And these facilities are large

00:26:44.130 --> 00:26:47.470
and a big portion of what we had sold. was a

00:26:47.470 --> 00:26:51.069
IPTV upgrade. And it was a platform that we had

00:26:51.069 --> 00:26:55.390
created in -house at the company I was at. We

00:26:55.390 --> 00:26:58.049
had hardware that was called a digital media

00:26:58.049 --> 00:27:01.210
player that would sit behind every single TV

00:27:01.210 --> 00:27:04.789
and it had to be installed. It wasn't a light

00:27:04.789 --> 00:27:07.089
piece of gear either. It was metal, it was sharp,

00:27:07.210 --> 00:27:11.890
and it was somewhat challenging to get installed.

00:27:12.089 --> 00:27:14.680
And so we're... You know, supposed to be selling

00:27:14.680 --> 00:27:16.359
the stuff. But at this point, we're rolling up

00:27:16.359 --> 00:27:18.240
our sleeves and actually installing things because

00:27:18.240 --> 00:27:20.299
we're running out of time. The Super Bowl is

00:27:20.299 --> 00:27:22.619
in seven days and we were working on all of the

00:27:22.619 --> 00:27:27.400
suites at a Super Bowl. What happens with the

00:27:27.400 --> 00:27:31.039
all of the teams are invited to every Super Bowl,

00:27:31.099 --> 00:27:34.180
even if you don't make it. And the people that

00:27:34.180 --> 00:27:36.180
are invited to the Super Bowl are the owners

00:27:36.180 --> 00:27:39.589
of all of the different teams. So we were actually

00:27:39.589 --> 00:27:44.130
setting up all of the individual suites and doing

00:27:44.130 --> 00:27:46.109
a little extra stuff inside of those environments

00:27:46.109 --> 00:27:48.250
as a sales tool. We know we were going to be

00:27:48.250 --> 00:27:51.190
able to come in and just pop by and see how everyone

00:27:51.190 --> 00:27:54.650
was doing, get a little minor sales check in

00:27:54.650 --> 00:27:56.410
while everyone's having fun watching the Super

00:27:56.410 --> 00:28:01.279
Bowl. um they were doing i can't remember who

00:28:01.279 --> 00:28:03.279
sang the national anthem but i was able to kind

00:28:03.279 --> 00:28:05.200
of see the national anthem and they were doing

00:28:05.200 --> 00:28:07.720
the practice uh on the side so it wasn't really

00:28:07.720 --> 00:28:10.680
paying attention and i was installing one of

00:28:10.680 --> 00:28:13.680
these media players and pressed my hand up to

00:28:13.680 --> 00:28:16.039
go and touch the media player it was not plugged

00:28:16.039 --> 00:28:18.519
in all the way to the cat5 cable and it flew

00:28:18.519 --> 00:28:20.700
probably three feet off of the ceiling and cracked

00:28:20.700 --> 00:28:22.140
me right in the forehead and i had to go to the

00:28:22.140 --> 00:28:25.680
hospital get stitches and so that was that was

00:28:25.680 --> 00:28:28.519
kind of the the the uh you know in the trenches

00:28:28.519 --> 00:28:30.799
war story i still have a scar on it from uh on

00:28:30.799 --> 00:28:35.180
my head from that i bet i bet i bet yeah so that

00:28:35.180 --> 00:28:38.480
was that was you know a quick Quick minor delay,

00:28:38.599 --> 00:28:40.559
but I was back. We were installing and we finished.

00:28:40.700 --> 00:28:43.559
And the good news was we actually did a phenomenal

00:28:43.559 --> 00:28:46.079
job and actually got a couple of additional deals.

00:28:46.240 --> 00:28:50.559
I met a bunch of famous people who were Miami's

00:28:50.559 --> 00:28:55.380
finest. I ran into Lil Wayne, who's a rapper.

00:28:55.519 --> 00:28:57.619
I'm sure I think everybody has heard of him.

00:28:57.819 --> 00:29:02.329
Lil Wheezy. Lil Wheezy. And how I met him was

00:29:02.329 --> 00:29:05.450
a very, very interesting story. We went to the

00:29:05.450 --> 00:29:09.190
Dallas Cowboys suite where Jerry Jones, Scarlett,

00:29:09.289 --> 00:29:12.029
who is his daughter, Stephen Jones, his whole

00:29:12.029 --> 00:29:15.410
family, they were there. And we went in to go

00:29:15.410 --> 00:29:18.329
and say hi, have a drink and just check in. We

00:29:18.329 --> 00:29:19.890
had already had them as a customer. So it was

00:29:19.890 --> 00:29:21.930
just a check in and just, hey, we wanted to go

00:29:21.930 --> 00:29:24.700
and shake hands. And while we were in there,

00:29:25.119 --> 00:29:28.200
Little Wayne and his crew walks into the Dallas

00:29:28.200 --> 00:29:31.319
Cowboys suite and Jerry Jones and Little Wayne

00:29:31.319 --> 00:29:34.400
have this like mafia kind of, you know, connection

00:29:34.400 --> 00:29:36.680
where they shake hands and they do this hug and

00:29:36.680 --> 00:29:39.420
they talk for like three minutes. And then I

00:29:39.420 --> 00:29:41.619
said hi to him. And at the time, I really liked

00:29:41.619 --> 00:29:44.099
his music when I was coming out of college. But

00:29:44.099 --> 00:29:46.799
for me, that was like a that was like a big deal

00:29:46.799 --> 00:29:50.220
to to see Jerry Jones and him having this this

00:29:50.220 --> 00:29:53.519
weird embrace. And that was the cap off while

00:29:53.519 --> 00:29:55.460
I had a huge, you know, bandage on my forehead

00:29:55.460 --> 00:29:57.720
from getting attacked by a media player three

00:29:57.720 --> 00:30:00.619
days prior. I love it. I love it. Stories are

00:30:00.619 --> 00:30:02.720
great. Like, of course, I've got this freaking

00:30:02.720 --> 00:30:05.339
bandage in this case. Like it had exactly. They

00:30:05.339 --> 00:30:08.319
didn't care. Exactly. Good. Oh, my goodness.

00:30:08.480 --> 00:30:10.859
That's a that's a that's a freaking great story.

00:30:11.200 --> 00:30:14.039
I love I love those. I love those war stories.

00:30:14.240 --> 00:30:17.579
Really, really awesome. So Willie, I got a question

00:30:17.579 --> 00:30:21.500
for you. You have now pivoted to becoming a wireless

00:30:21.500 --> 00:30:25.019
guy full -time. What was the impetus there? What

00:30:25.019 --> 00:30:30.940
did you see? What drove that need to go chase

00:30:30.940 --> 00:30:33.380
after that? And talk a little bit more about

00:30:33.380 --> 00:30:37.400
that decision. Sure. Well, look, I think while

00:30:37.400 --> 00:30:41.640
I was in college, RF high -frequency design is

00:30:41.640 --> 00:30:45.940
actually what I ended up kind of... focusing

00:30:45.940 --> 00:30:49.039
on and majoring in if you will as like a specific

00:30:49.039 --> 00:30:55.059
area inside of EE um and So I always had just

00:30:55.059 --> 00:30:57.779
an interest in, you know, like Fourier transforms

00:30:57.779 --> 00:31:00.859
and how all of this stuff works. And it was extremely

00:31:00.859 --> 00:31:03.559
challenging, probably the hardest math class

00:31:03.559 --> 00:31:06.839
and the hardest class that I think I took while

00:31:06.839 --> 00:31:11.079
I was there. I remember. Outside of programming,

00:31:11.519 --> 00:31:13.079
which I was never really good at programming.

00:31:13.240 --> 00:31:15.339
But now we have AI so we can program. Everyone's

00:31:15.339 --> 00:31:18.920
a programmer. But that was more of like it was

00:31:18.920 --> 00:31:21.049
it was. it was a solution. It was like solving

00:31:21.049 --> 00:31:23.089
a puzzle, right? Because in math, there's always

00:31:23.089 --> 00:31:25.309
a way to get there and there's only one answer.

00:31:25.549 --> 00:31:29.819
And I just, I was very intrigued by that. Wireless

00:31:29.819 --> 00:31:32.980
was always something that, you know, I loved

00:31:32.980 --> 00:31:35.119
and I had a passion about. And when I started

00:31:35.119 --> 00:31:37.559
in sport and entertainment, it was really awesome

00:31:37.559 --> 00:31:40.140
because the iPhone did just come out. High density

00:31:40.140 --> 00:31:44.079
Wi -Fi was this like huge requirement all of

00:31:44.079 --> 00:31:46.960
a sudden and every stadium needed it. It was

00:31:46.960 --> 00:31:49.680
like it was like the fifth utility. And if people

00:31:49.680 --> 00:31:52.230
can come into these facilities. and not be able

00:31:52.230 --> 00:31:54.390
to make a 911 call because the data is being

00:31:54.390 --> 00:31:57.009
sucked up by all these devices, there was a mission

00:31:57.009 --> 00:32:00.490
-critical aspect too. So it really thrust me

00:32:00.490 --> 00:32:05.390
into, okay, RF design, even working with the

00:32:05.390 --> 00:32:07.650
engineering groups at my company at the time

00:32:07.650 --> 00:32:10.890
to build specific antenna arrays that solved

00:32:10.890 --> 00:32:14.509
the problem of... cramming a bunch of access

00:32:14.509 --> 00:32:18.730
points in one relatively small area without co

00:32:18.730 --> 00:32:21.369
-channel interference and changing some of the

00:32:21.369 --> 00:32:25.029
behavior of 802 .11. So that really was just...

00:32:25.210 --> 00:32:28.690
exciting to me. And while we were doing a lot

00:32:28.690 --> 00:32:30.970
of the high density wireless solutions, we were

00:32:30.970 --> 00:32:33.930
working with the carriers. So AT &amp;T, Verizon

00:32:33.930 --> 00:32:37.170
at the time, Sprint was also involved at the

00:32:37.170 --> 00:32:39.009
time, which is no longer, but really it was AT

00:32:39.009 --> 00:32:41.430
&amp;T and Verizon. And what they were doing was

00:32:41.430 --> 00:32:44.230
installing distributed antenna systems, which

00:32:44.230 --> 00:32:48.339
is essentially taking - DAS, DAS systems. Yep,

00:32:48.359 --> 00:32:50.619
which is essentially taking and repeating the

00:32:50.619 --> 00:32:53.680
cellular signals on those same carrier frequencies

00:32:53.680 --> 00:32:56.890
that they use on the macro side. inside of a

00:32:56.890 --> 00:32:59.509
distributed environment like a stadium. Because

00:32:59.509 --> 00:33:02.309
cell phone reception, when they did those macro

00:33:02.309 --> 00:33:05.250
tower designs, they weren't accounting for 80

00:33:05.250 --> 00:33:07.390
,000 people to show up on a Sunday for a Dallas

00:33:07.390 --> 00:33:10.150
football game. So all of the towers that were

00:33:10.150 --> 00:33:13.150
servicing that area just get massively overloaded.

00:33:13.150 --> 00:33:15.789
So they had to add more capacity. They did so

00:33:15.789 --> 00:33:20.230
with DAS and also data offload with Wi -Fi. The

00:33:20.230 --> 00:33:22.410
more people we can get onto Wi -Fi, the more

00:33:22.410 --> 00:33:24.410
data that's not going over the cellular infrastructure.

00:33:25.099 --> 00:33:27.319
the more ability for people to make phone calls

00:33:27.319 --> 00:33:30.539
and mission critical things like 911. So that

00:33:30.539 --> 00:33:34.140
was kind of my initial, you know, jump into that.

00:33:34.220 --> 00:33:37.000
And then private wireless started to become more

00:33:37.000 --> 00:33:39.440
of a thing, I would say maybe like six or seven

00:33:39.440 --> 00:33:42.500
years ago. And that was right around the time

00:33:42.500 --> 00:33:45.920
that we were looking at. applying this more to

00:33:45.920 --> 00:33:49.680
the enterprise? And how do we come up with a

00:33:49.680 --> 00:33:53.819
unique model that allows Wi -Fi and private cellular

00:33:53.819 --> 00:33:56.579
to work together? And it was just something that

00:33:56.579 --> 00:34:02.440
I have always wanted to be a reality. And I felt

00:34:02.440 --> 00:34:04.839
like I might have the ability to influence it

00:34:04.839 --> 00:34:08.760
and learn a little bit more about it and really

00:34:08.760 --> 00:34:10.960
dig into some of the things that need to happen

00:34:10.960 --> 00:34:15.340
for it to work. Unfortunately, I will say that

00:34:15.340 --> 00:34:19.019
the carriers or the CSPs, the TMOs, the ATTs,

00:34:19.039 --> 00:34:21.760
the Verizons of the world, they are the linchpin

00:34:21.760 --> 00:34:25.260
for any of that stuff to happen. So if they're

00:34:25.260 --> 00:34:29.440
not willing to be a little bit more flexible

00:34:29.440 --> 00:34:31.900
than they have been in the past, I think it's

00:34:31.900 --> 00:34:34.360
going to continue to be slow. And I think that's

00:34:34.360 --> 00:34:35.880
the one thing I think we could all agree that.

00:34:36.659 --> 00:34:39.360
I'm seeing more and more verticals, specifically

00:34:39.360 --> 00:34:44.579
ports for port automation, mining, a little bit

00:34:44.579 --> 00:34:49.639
more in manufacturing, but more so in automotive.

00:34:49.900 --> 00:34:53.000
I'm seeing automotive really lean towards, because

00:34:53.000 --> 00:34:54.860
of the fact they have a lot of AGVs and mobility,

00:34:55.239 --> 00:34:58.300
private wireless is becoming something that they're

00:34:58.300 --> 00:35:01.199
no longer. On the fence, should we go Wi -Fi?

00:35:01.219 --> 00:35:03.659
Should we go private wireless? They know that

00:35:03.659 --> 00:35:05.739
they're doing that for those three verticals.

00:35:05.860 --> 00:35:10.440
And it just provides a much more deterministic

00:35:10.440 --> 00:35:16.119
level of connectivity. But there still is the

00:35:16.119 --> 00:35:18.920
requirement for it to have that IT -OT integration.

00:35:19.239 --> 00:35:21.940
And we still need to understand how it works

00:35:21.940 --> 00:35:24.320
with the PLC, how it works with things like Factory

00:35:24.320 --> 00:35:27.780
Talk, how it works with the UEs. How does it

00:35:27.780 --> 00:35:29.980
work with multicast, with routing, with all of

00:35:29.980 --> 00:35:33.739
those networking components? So it's just, in

00:35:33.739 --> 00:35:36.300
my mind, it's a driver to accelerate a lot. And

00:35:36.300 --> 00:35:39.739
when you start to talk about AI, AI is nothing

00:35:39.739 --> 00:35:42.239
like we talked about before, unless it has good,

00:35:42.239 --> 00:35:44.960
valuable data being sent into it, because it

00:35:44.960 --> 00:35:47.260
still needs to make a decision based upon some

00:35:47.260 --> 00:35:53.320
type of input. And the more that we can get deterministic,

00:35:53.400 --> 00:35:56.840
reliable connectivity. for a lot of these things

00:35:56.840 --> 00:35:58.659
that we want to pull data out of, like sensors

00:35:58.659 --> 00:36:02.000
or PLCs or whatever, the more AI can be used.

00:36:02.179 --> 00:36:05.179
So I think it's going to go hand in hand with

00:36:05.179 --> 00:36:09.139
AI starting to actually provide that real true

00:36:09.139 --> 00:36:11.619
business outcome and business value that everybody

00:36:11.619 --> 00:36:14.400
talks about. It's going to be hand in hand with

00:36:14.400 --> 00:36:16.940
wireless connectivity. But, you know, you guys

00:36:16.940 --> 00:36:19.550
know I've always been. the wireless continuum

00:36:19.550 --> 00:36:22.690
guy, right? I don't think it's going to be one

00:36:22.690 --> 00:36:25.769
technology that does anything. All of these things

00:36:25.769 --> 00:36:27.969
are going to have to work together and we're

00:36:27.969 --> 00:36:30.769
using the right tool for the right job. Man,

00:36:30.809 --> 00:36:33.369
that was well said. I think, and we definitely

00:36:33.369 --> 00:36:34.690
agree with you. I mean, that's what we talked

00:36:34.690 --> 00:36:36.769
with people about all the time is there is not

00:36:36.769 --> 00:36:38.949
one ring to rule them all. We've got to have

00:36:38.949 --> 00:36:42.230
multiple options because you can't always use

00:36:42.230 --> 00:36:46.150
one technology across every application that

00:36:46.150 --> 00:36:49.230
you have, you know, to your point, right? Well,

00:36:49.269 --> 00:36:51.530
there's so many pieces. I mean, there's just

00:36:51.530 --> 00:36:55.510
so many pieces. You've got internal support teams

00:36:55.510 --> 00:36:59.429
that have to understand the life cycle from where

00:36:59.429 --> 00:37:01.789
the data originates to where it gets to where

00:37:01.789 --> 00:37:04.510
it's going. And a lot of them don't today, right?

00:37:04.730 --> 00:37:08.210
Yeah, you got installation locations where, you

00:37:08.210 --> 00:37:11.309
know, in some cases, you know, you're literally

00:37:11.309 --> 00:37:15.230
your only option potentially is cellular or even

00:37:15.230 --> 00:37:17.530
satellite in some cases, depending on where it

00:37:17.530 --> 00:37:21.079
is. So you're yeah, there's so many variables

00:37:21.079 --> 00:37:24.539
that go into it. And I mean, the way I look at

00:37:24.539 --> 00:37:27.360
it, right, is and by the way, you're you're RF

00:37:27.360 --> 00:37:30.159
stories of kind of how you got into some of this

00:37:30.159 --> 00:37:33.300
stuff. I was a longtime ham up. I haven't I've

00:37:33.300 --> 00:37:36.340
been active for a long time. But my in my youth,

00:37:36.500 --> 00:37:40.739
there was so much with making sure, you know,

00:37:40.739 --> 00:37:43.980
marrying an antenna up to a to a transmitter

00:37:43.980 --> 00:37:47.380
and looking at what the SWR was on the return.

00:37:47.820 --> 00:37:50.480
and, you know, antenna design and all of the

00:37:50.480 --> 00:37:53.980
creativeness around how you can get, you know,

00:37:53.980 --> 00:37:56.460
better propagation in a specific direction. Ah,

00:37:56.539 --> 00:37:59.099
just fond memories. But I was never good at the

00:37:59.099 --> 00:38:03.320
math. And the math freaking just destroyed me.

00:38:03.380 --> 00:38:05.840
That was... That was like the time I went from,

00:38:05.860 --> 00:38:09.280
oh, I'm pretty good with math to, no, no, really,

00:38:09.500 --> 00:38:12.639
gut y 'all, you're not good at math at all. Yeah,

00:38:12.739 --> 00:38:15.000
I had to have somebody help me. I had to have

00:38:15.000 --> 00:38:17.420
somebody help me with that because I couldn't

00:38:17.420 --> 00:38:19.380
solve it on my own. I had to have help. Yeah,

00:38:19.440 --> 00:38:23.360
just great, great stories there, man. So obviously

00:38:23.360 --> 00:38:25.099
your career took you in a direction where you

00:38:25.099 --> 00:38:28.320
kind of went back to that. What's your feeling

00:38:28.320 --> 00:38:31.820
on sort of the... say, well, the next big thing

00:38:31.820 --> 00:38:34.219
is 6G and we're not there yet. In your mind,

00:38:34.380 --> 00:38:37.780
what's the next big, what's the kick in the pants

00:38:37.780 --> 00:38:41.880
to get customers to adapt, you know, more of

00:38:41.880 --> 00:38:44.400
the cellular technology, more of the connected

00:38:44.400 --> 00:38:47.159
technology? You know, there's only so much silicon

00:38:47.159 --> 00:38:50.019
to go around, so you can only adopt it so fast.

00:38:50.260 --> 00:38:52.820
What's your, where's your, based upon what you

00:38:52.820 --> 00:38:55.940
see, what do you see as the next big thing, Willie?

00:38:56.480 --> 00:39:00.039
Every laptop supports Wi -Fi. So it doesn't matter

00:39:00.039 --> 00:39:02.400
who comes into your facility. If they have a

00:39:02.400 --> 00:39:05.260
laptop and it supports Wi -Fi, you know it's

00:39:05.260 --> 00:39:07.059
going to be able to be connected. But if it doesn't

00:39:07.059 --> 00:39:11.900
support band 48, CBRS, N66, all these different

00:39:11.900 --> 00:39:17.239
obscure radio level requirements, it makes it

00:39:17.239 --> 00:39:20.099
harder for the PLC, which doesn't have a cellular

00:39:20.099 --> 00:39:23.099
connection, to be automatically pulled into that.

00:39:23.239 --> 00:39:25.300
So I think that's another thing that is preventing.

00:39:26.039 --> 00:39:29.460
customers from really jumping in headfirst, but

00:39:29.460 --> 00:39:32.900
those initial early adopting customers are really

00:39:32.900 --> 00:39:36.699
driving those discussions and pushing harder

00:39:36.699 --> 00:39:41.059
and harder on a lot of the carriers. I think

00:39:41.059 --> 00:39:44.300
the other really interesting piece that's happening

00:39:44.300 --> 00:39:48.809
is that the carriers are they're not paying for

00:39:48.809 --> 00:39:50.429
things like they used to. Like, you know, my

00:39:50.429 --> 00:39:52.670
example before with distributed antenna systems,

00:39:53.010 --> 00:39:55.909
the carriers in the past would fund those systems.

00:39:56.070 --> 00:39:59.469
So they would come into the stadium and they

00:39:59.469 --> 00:40:01.969
would say, we're going to pay for this $12 million

00:40:01.969 --> 00:40:04.570
DAS system, but you're going to put my Verizon

00:40:04.570 --> 00:40:06.469
name on the building. You're going to give me

00:40:06.469 --> 00:40:08.369
some free tickets. I'm going to be able to use

00:40:08.369 --> 00:40:11.230
this as a hosting facility for my, you know,

00:40:11.230 --> 00:40:14.570
big stadium kickoff with my customers. So they

00:40:14.570 --> 00:40:17.360
got something out of it, but now they're, realizing

00:40:17.360 --> 00:40:20.380
that that's not a very good business model for

00:40:20.380 --> 00:40:23.380
us. And the customers are going to have to start

00:40:23.380 --> 00:40:27.139
paying because they can use this platform for

00:40:27.139 --> 00:40:29.300
other things. So what we're seeing is this whole

00:40:29.300 --> 00:40:31.239
concept of neutral host networking. Have you

00:40:31.239 --> 00:40:33.719
guys heard of this yet? I don't think I have.

00:40:34.260 --> 00:40:37.539
So neutral host networking is now when a customer

00:40:37.539 --> 00:40:40.340
or when a customer comes back to you and says,

00:40:40.360 --> 00:40:43.179
hey, I have a manufacturing plant out in the

00:40:43.179 --> 00:40:46.170
outskirts of town. I don't have good cellular

00:40:46.170 --> 00:40:49.250
connection in there. So my Verizon phones don't

00:40:49.250 --> 00:40:52.630
work. Can you guys come in and install a DAS

00:40:52.630 --> 00:40:55.570
so that I can actually make phone calls? And

00:40:55.570 --> 00:40:59.590
in the past, if the customer was big enough and

00:40:59.590 --> 00:41:02.769
maybe they had 10, 15 ,000 lines with that service

00:41:02.769 --> 00:41:04.909
provider, that service provider would be willing

00:41:04.909 --> 00:41:07.289
to go in and make that investment. Now they're

00:41:07.289 --> 00:41:10.170
not. So what they're encouraging the customers

00:41:10.170 --> 00:41:14.480
to do is install a private cellular system. that

00:41:14.480 --> 00:41:17.340
you can use for business operations, for connecting

00:41:17.340 --> 00:41:20.139
your connected worker laptops or identifying

00:41:20.139 --> 00:41:22.380
all of the things that we want to sell private

00:41:22.380 --> 00:41:24.719
wireless today. But guess what? We're going to

00:41:24.719 --> 00:41:26.760
connect it to our core in the background. So

00:41:26.760 --> 00:41:29.760
you also will get enhanced cellular connection.

00:41:30.219 --> 00:41:35.039
So that is a really key. Driving factor that

00:41:35.039 --> 00:41:38.079
is pushing a lot of customers to have a clear

00:41:38.079 --> 00:41:40.860
distinction as to why would I not do Wi -Fi?

00:41:40.900 --> 00:41:42.719
Oh, well, Wi -Fi is never going to help you with

00:41:42.719 --> 00:41:45.360
your cellular connection. And when we talk about

00:41:45.360 --> 00:41:48.039
neutral host network, now that's the concept

00:41:48.039 --> 00:41:52.380
of AT &amp;T, T -Mobile and Verizon all connecting

00:41:52.380 --> 00:41:55.920
in the back end through that private wireless

00:41:55.920 --> 00:41:58.360
core that is set up to do enterprise stuff. But

00:41:58.360 --> 00:42:01.750
now also. It enhances connectivity for all three

00:42:01.750 --> 00:42:03.829
of the carrier people who roam in and out of

00:42:03.829 --> 00:42:07.829
that network. So that is a huge catalyst for

00:42:07.829 --> 00:42:10.829
the private wireless space. It's taking a while

00:42:10.829 --> 00:42:14.469
because there's a lot of nuanced discussion around

00:42:14.469 --> 00:42:17.130
the CSPs and do I really want to give this and

00:42:17.130 --> 00:42:19.530
how do I let people have access to my spectrum?

00:42:19.809 --> 00:42:22.969
Not to mention T -Mobile, AT &amp;T and Verizon working

00:42:22.969 --> 00:42:28.250
together to enhance one customer. is not always

00:42:28.250 --> 00:42:30.710
the easiest thing to do, right? So convincing

00:42:30.710 --> 00:42:33.050
those guys to work together is not great. But

00:42:33.050 --> 00:42:36.429
in my mind, I think device landscape and then

00:42:36.429 --> 00:42:39.030
neutral host networking are going to really,

00:42:39.130 --> 00:42:42.630
in the next three to five years, thrust private

00:42:42.630 --> 00:42:45.650
wireless into these enterprise spaces, whether

00:42:45.650 --> 00:42:47.530
they like it or not, because the carriers are

00:42:47.530 --> 00:42:52.010
no longer going to be doing that funded DAS model.

00:42:52.250 --> 00:42:54.329
They might do it at a stadium here and there

00:42:54.329 --> 00:42:57.179
because it's a unique, large public venue. But

00:42:57.179 --> 00:42:59.119
in all of the other places where they used to

00:42:59.119 --> 00:43:02.260
do this, like Exxon, as an example, they have

00:43:02.260 --> 00:43:06.019
a huge, you know, 38 person or 38 building headquarters

00:43:06.019 --> 00:43:09.480
in Houston. And there's a 15 year old DAS system

00:43:09.480 --> 00:43:11.320
that is supported by one of the carriers there.

00:43:11.440 --> 00:43:13.880
It doesn't work anymore. It doesn't support even

00:43:13.880 --> 00:43:16.900
3G, right? I mean, it's legacy and it needs to

00:43:16.900 --> 00:43:20.900
be replaced. So the customer has to now pay for

00:43:20.900 --> 00:43:22.659
that upgrade. So if they're going to pay for

00:43:22.659 --> 00:43:24.480
that upgrade, they don't want it to just be a

00:43:24.480 --> 00:43:27.079
cellular enhancement. just for Verizon to benefit

00:43:27.079 --> 00:43:29.480
or for AT &amp;T to benefit, they want to be able

00:43:29.480 --> 00:43:32.360
to use it for IoT use cases, for installing cameras

00:43:32.360 --> 00:43:34.059
in the parking lot, for safety and security,

00:43:34.360 --> 00:43:37.079
for doing some of these things that private wireless

00:43:37.079 --> 00:43:40.119
would really lend itself to in a business enterprise

00:43:40.119 --> 00:43:44.599
environment. Wow, that was a mouthful. Now I

00:43:44.599 --> 00:43:46.340
understand what neutral host networking is. So

00:43:46.340 --> 00:43:50.389
that was very, very, very educational. You know,

00:43:50.389 --> 00:43:52.570
Willie, I'm looking at the time and we are about

00:43:52.570 --> 00:43:54.690
out of our hour time. I can't believe we're already

00:43:54.690 --> 00:43:57.630
at the end here. Wanted to just say thank you

00:43:57.630 --> 00:44:01.969
for coming on and for your directness, candor.

00:44:02.050 --> 00:44:04.289
I mean, this has been fantastic. You know, you

00:44:04.289 --> 00:44:07.829
speak well. You never say the uh or um or anything

00:44:07.829 --> 00:44:10.489
else. You know your stuff. And so it's always

00:44:10.489 --> 00:44:12.610
great to talk with you, man. And the time just

00:44:12.610 --> 00:44:15.230
disappeared. It just disappeared. You look down

00:44:15.230 --> 00:44:17.380
and we're out of it. It's great. That's what

00:44:17.380 --> 00:44:19.800
happens. That's what happens when you're talking

00:44:19.800 --> 00:44:23.300
to good people. And I definitely miss working

00:44:23.300 --> 00:44:28.260
with you guys closer for sure. But it was really,

00:44:28.440 --> 00:44:29.980
really good to chat with you guys. And again,

00:44:30.019 --> 00:44:33.280
thank you for having me and amazing work you

00:44:33.280 --> 00:44:35.699
guys are doing on the podcast. Thank you, sir.

00:44:36.059 --> 00:44:40.139
This is good night. Thanks, everybody. Thanks

00:44:40.139 --> 00:44:46.170
again. Thank you.
