WEBVTT - Dell World Conference, Nvidia Earnings Preview 0:00:02.440 --> 0:00:10.040 Bloomberg Audio Studios, podcasts, radio news. 0:00:08.520 --> 0:00:13.800 From Mahart where Innovation, money and power collne in Silicon Valley, NBN. 0:00:14.160 --> 0:00:18.200 This is Bloomberg Technology with Caroline Hyde and Ed Ludlow. 0:00:31.320 --> 0:00:34.440 I'm Karen Hyde, Bloomberg's World Headquarters in New York, Blamed 0:00:34.520 --> 0:00:38.000 Ludlow Live from Dell Technologies World in Las Vegas. 0:00:38.280 --> 0:00:40.519 This is Bloomberg Technology, and. 0:00:40.360 --> 0:00:43.720 We will have full coverage from Las Vegas with Edge 0:00:43.760 --> 0:00:46.040 as he gears up to speak for the CEOs of 0:00:46.120 --> 0:00:47.400 Dell Service. 0:00:47.040 --> 0:00:48.840 Now and of Video. 0:00:49.280 --> 0:00:51.199 Plus we'll hone in on in Video and get a 0:00:51.240 --> 0:00:53.720 preview of what to expect from their earnings out later 0:00:53.760 --> 0:00:57.960 in the week. New or Grayscale CEO Michael Sonnershein's departing 0:00:57.960 --> 0:01:00.319 the company after three years at the helm Us. 0:01:00.320 --> 0:01:02.360 That and so much more throughout this hour. 0:01:02.640 --> 0:01:04.600 But a quick check on the macro as we see 0:01:04.920 --> 0:01:07.759 record high after record high across those benchmarks, whether it's 0:01:07.800 --> 0:01:09.840 the Nasdaq, whether or not see s P five hundred, 0:01:10.120 --> 0:01:13.360 the Dow, the All Country World Index, all Power higher. 0:01:13.400 --> 0:01:17.440 On the fact that we're still seeing perhaps that geopolitical 0:01:17.560 --> 0:01:20.360 risk of course, a fatal crash happening with a helicopter 0:01:20.400 --> 0:01:22.960 in Iran not enough to take away some of the 0:01:23.000 --> 0:01:25.600 overall focus. That is, of course, a macro policy, a 0:01:25.600 --> 0:01:28.640 federal reserve that can potentially cut rates into the second 0:01:28.680 --> 0:01:30.520 half of the year. That's what the market wants to see. 0:01:30.560 --> 0:01:32.560 That's interesting. We're seeing a little bit of sell off 0:01:32.560 --> 0:01:33.400 coming in the bond market. 0:01:33.520 --> 0:01:36.120 Yields just pushing up, call it one or two basis points, 0:01:36.319 --> 0:01:39.479 but really some quietness as we have just a lot 0:01:39.520 --> 0:01:41.759 of Fed speak to digest this week. I'm looking at 0:01:41.760 --> 0:01:45.080 copper also, at a record high metals gold copper really 0:01:45.400 --> 0:01:46.880 maybe a bit of a conundrum when it comes to 0:01:46.880 --> 0:01:49.760 inflatory pressures though for the Federal Reserve to currently digest, 0:01:49.800 --> 0:01:52.480 but nevertheless record highs over in commodities face too. Move 0:01:52.520 --> 0:01:54.440 on what's happening in the world of crypto. We're seeing 0:01:54.440 --> 0:01:56.760 that risk on sentiment filter into bitcoin. We're up more 0:01:56.760 --> 0:01:59.480 than a percentage points. SIS six nine hundred is about 0:01:59.480 --> 0:02:01.440 where we t But then I want to delve into 0:02:01.480 --> 0:02:04.360 some of the individual movers, some of the micro names. Look, 0:02:04.400 --> 0:02:07.000 we brace ourselves to what is an all important company 0:02:07.360 --> 0:02:10.480 for earnings. We're still waiting one of the last ones 0:02:10.520 --> 0:02:13.280 when it comes to the big market cap companies in 0:02:13.400 --> 0:02:15.280 Video up more than two percent, and is of course 0:02:15.280 --> 0:02:17.640 Wednesday that we get the overall numbers from this company, 0:02:17.760 --> 0:02:20.560 and many anticipating that will they be able to vindicate 0:02:20.600 --> 0:02:23.000 the sixty one analysts who still say buy this stock 0:02:23.040 --> 0:02:25.040 and the zero cells that are out there. 0:02:25.080 --> 0:02:27.000 After a more than five hundred percent. 0:02:26.800 --> 0:02:30.080 Rally since the beginning of twenty twenty three, Dell just 0:02:30.160 --> 0:02:32.800 under pressure some four tens percent. Interesting that JP Morgan 0:02:32.840 --> 0:02:35.280 is actually saying, also look to buy into this stock 0:02:35.320 --> 0:02:37.520 ahead of its earnings coming later on May. 0:02:37.720 --> 0:02:39.839 The very last day, it seems one hundred and forty eight. 0:02:39.919 --> 0:02:42.400 Well, the price target for JP Morgan moves up to 0:02:42.440 --> 0:02:43.480 one hundred and fifty five. 0:02:43.760 --> 0:02:45.200 We want to talk more about these stocks. 0:02:45.200 --> 0:02:47.079 We want to talk more about the focus of artificial 0:02:47.080 --> 0:02:50.080 intelligence for both del for in Video, for many over 0:02:50.120 --> 0:02:53.160 into Dell World conference now it is just kicking off 0:02:53.200 --> 0:02:54.079 in Las Vegas. 0:02:54.480 --> 0:02:56.640 Ed you are there and you've got a special guest. 0:02:57.400 --> 0:02:57.600 Yeah. 0:02:57.639 --> 0:02:59.960 And by the way, the relationship between those two companies, 0:03:00.320 --> 0:03:02.960 it's such a big part of the AI infrastructure build 0:03:02.960 --> 0:03:05.519 out that we're seeing. So let's kick off our coverage 0:03:05.600 --> 0:03:07.919 of Dell Tech World and bringing off the Lewis He's 0:03:07.960 --> 0:03:12.160 the president of Dell's Infrastructure Solutions Group. And the reality 0:03:12.360 --> 0:03:16.040 is that we can talk about generative AI all day long, 0:03:16.120 --> 0:03:19.519 but that is what we're talking about still, the infrastructure play. 0:03:19.919 --> 0:03:22.639 This is a big event for lots of reasons. Set 0:03:22.680 --> 0:03:25.360 the same for us. Who is coming at What do 0:03:25.440 --> 0:03:27.040 you think you'll be talking most about? 0:03:27.680 --> 0:03:29.280 Well, first of all, thank you for having me here. 0:03:29.280 --> 0:03:30.040 It's great to be here. 0:03:30.720 --> 0:03:33.040 You know, we're excited to be here with ten thousand 0:03:33.280 --> 0:03:37.320 of our closest friends, customers, partners, press and analysts to 0:03:37.360 --> 0:03:39.360 talk about all the great things that you know we're 0:03:39.360 --> 0:03:41.760 working on. You know, there's no question that we're living 0:03:41.760 --> 0:03:44.520 in one of the most interesting times in human history. 0:03:44.800 --> 0:03:47.440 You know, the rapid advancements that we see and artificial 0:03:47.520 --> 0:03:51.160 intelligence are going to really unlock the value that the 0:03:51.200 --> 0:03:55.240 world's data brings to organizations of all sizes, unlocking record 0:03:55.280 --> 0:03:59.880 levels of innovation and record levels of workforce productivity. 0:04:00.120 --> 0:04:01.560 And so you're going to hear from. 0:04:01.440 --> 0:04:04.600 A lot of great partners stories around the acceleration of 0:04:04.800 --> 0:04:07.160 their generative AI. They're going to hear from companies like 0:04:07.200 --> 0:04:10.320 Service Now, companies like Samsung. They're going to hear about 0:04:10.320 --> 0:04:14.360 our partnerships with companies like Nvidio, Broadcom, Intel, Microsoft, This 0:04:14.520 --> 0:04:16.680 is going to be a very exciting action pack show. 0:04:17.480 --> 0:04:21.000 Let's talk about AI factory. So in March, Delle said, 0:04:21.400 --> 0:04:25.799 we are trying to simplify your investments in artificial intelligence. 0:04:25.800 --> 0:04:28.560 So we bring you the AI factory. What is an 0:04:28.560 --> 0:04:29.440 AI factory? 0:04:29.880 --> 0:04:30.200 All right? 0:04:30.279 --> 0:04:34.159 So you know, artificial intelligence is very challenging given the 0:04:34.279 --> 0:04:37.760 rapid rate of an innovation that we see in this space, 0:04:38.120 --> 0:04:41.440 and so we take a very consultative approach and in 0:04:41.560 --> 0:04:43.640 terms of how we built out our factories. You know 0:04:43.680 --> 0:04:46.360 what customers are looking for is hey, I really need 0:04:46.400 --> 0:04:48.840 help on the use case I'm targeting. I really need 0:04:48.880 --> 0:04:51.360 help on how I do my model selection. I need 0:04:51.400 --> 0:04:54.800 help on how I do data prep, on my architecture, 0:04:54.839 --> 0:04:56.080 on my infrastructure. 0:04:56.320 --> 0:04:59.240 And so we bring that strategy to bear in. 0:04:59.720 --> 0:05:04.360 Our factory, which is a combination of our infrastructure, compute, networking, 0:05:04.400 --> 0:05:08.200 and storage, all engineered and optimized under one roof. Are 0:05:08.279 --> 0:05:10.480 build out of the partner ecosystem. You're going to hear 0:05:10.480 --> 0:05:13.560 from great companies like Hugging Face and Meta, the partnerships 0:05:13.560 --> 0:05:16.440 that we have there and our professional and consulting services 0:05:16.600 --> 0:05:20.080 which really help customers accelerate their deployment of artificial intelligence. 0:05:20.160 --> 0:05:22.159 I think the big pest question that we're going to 0:05:22.160 --> 0:05:24.280 have throughout the days is who is the buyer of 0:05:24.320 --> 0:05:25.160 AI factories? 0:05:25.240 --> 0:05:27.919 Right? The story thus far has. 0:05:27.760 --> 0:05:32.880 Been Nvidia selling AI accelerators or high performance GPUs to 0:05:33.040 --> 0:05:38.960 the hyperscalers and Meta. Basically Dell's history in its sales 0:05:39.080 --> 0:05:42.160 channels that have been different. Right, you sell to SMEs, 0:05:42.240 --> 0:05:45.520 you sell to governments? Are they the buyers of the 0:05:45.560 --> 0:05:46.440 AI factory? 0:05:46.600 --> 0:05:48.799 And in what form? I mean, what are we literally 0:05:48.839 --> 0:05:49.680 talking about here? 0:05:49.920 --> 0:05:50.120 Yeah? 0:05:50.160 --> 0:05:51.680 And you know, like I said, this is one of 0:05:51.720 --> 0:05:54.800 the most interesting times in human history. You know a 0:05:54.800 --> 0:05:56.360 lot of people say we're in the early innings of 0:05:56.400 --> 0:05:57.599 a baseball game, but I. 0:05:57.680 --> 0:05:59.400 Like to say that we're actually just. 0:05:59.360 --> 0:06:02.200 Pulling into this stadium and the game hasn't even started. 0:06:02.760 --> 0:06:04.360 A lot of the hype has really been around the 0:06:04.360 --> 0:06:08.200 cloud service providers and building out large training clusters. But 0:06:08.360 --> 0:06:11.479 you know, the enterprise is definitely doing a lot of pocs. 0:06:11.480 --> 0:06:14.880 What they're looking for is to deploy AI the right way. 0:06:15.120 --> 0:06:17.760 That means they want to deploy it on prem align 0:06:17.800 --> 0:06:20.040 to where their data resides, and they want to do 0:06:20.080 --> 0:06:22.680 it in an open and flexible way because they want 0:06:22.800 --> 0:06:25.960 choice in terms of how, when and where they deploy 0:06:26.040 --> 0:06:26.599 their models. 0:06:27.040 --> 0:06:31.560 The Power Edge ninety six eighty is the basically fastest 0:06:31.600 --> 0:06:35.240 selling Dell product or first or fastest to one billion dollars, 0:06:35.720 --> 0:06:38.480 which was an exciting headline, right, But what drove that? 0:06:38.960 --> 0:06:43.000 Why was it so fast selling relative to your server 0:06:43.160 --> 0:06:44.120 history which is rich. 0:06:44.600 --> 0:06:46.919 Yeah, so again we leveraged. 0:06:47.200 --> 0:06:49.400 Like we like to say, our innovation engine is firing 0:06:49.400 --> 0:06:50.200 on all cylinders. 0:06:50.560 --> 0:06:52.680 We run the engine extremely hot. 0:06:53.279 --> 0:06:55.400 And you know, the ninety six eighty is differentiated in 0:06:55.400 --> 0:06:59.000 the marketplace for several reasons. It's the densest six U 0:06:59.080 --> 0:07:01.800 chassis that exists in the industry, and it's one chassis 0:07:01.839 --> 0:07:05.239 to support a bunch of silicon diversity. So GPUs from Nvidia, 0:07:05.320 --> 0:07:08.560 from AMD, from GUDI all in the same design, so 0:07:08.600 --> 0:07:12.720 we have consistent rack scale design for operational simplicity. We've 0:07:12.760 --> 0:07:16.040 worked hard on our networking capabilities to offer Ethernet and 0:07:16.080 --> 0:07:21.080 infiniban for full maximum throughput. So it's really the best 0:07:21.080 --> 0:07:23.320 solution out there for generative AI. 0:07:24.560 --> 0:07:28.320 For how are you using generative aiols at home at work? 0:07:28.760 --> 0:07:30.080 Talk to me about how you use them. 0:07:30.240 --> 0:07:33.559 Yeah, So we're focused on four use cases right now 0:07:33.600 --> 0:07:34.760 on you. 0:07:34.280 --> 0:07:36.600 You as a human, as an executive, as a person. 0:07:37.040 --> 0:07:39.440 Well, I've been using it obviously, Meta has you know 0:07:39.520 --> 0:07:41.080 some great generative AI. 0:07:41.080 --> 0:07:42.120 I've been using it with the. 0:07:42.080 --> 0:07:47.320 Family, on Instagram, on Facebook, on WhatsApp, on messenger. You know, 0:07:47.360 --> 0:07:51.520 the innovation in this space is happening so rapidly. It's again, 0:07:51.560 --> 0:07:53.360 it's one of the most interesting time in human industries, 0:07:53.400 --> 0:07:54.920 and I'm just lucky to be part of it. 0:07:55.160 --> 0:07:57.679 You said something interesting a moment ago, which is about 0:07:57.720 --> 0:08:04.080 the server design accommodate for different GPUs. It's GPU agnostic 0:08:04.120 --> 0:08:08.160 in many ways, and everyone keeps telling me that choice matters, 0:08:08.680 --> 0:08:12.120 you know, the ability to use different AI accelerators. But 0:08:12.200 --> 0:08:14.880 in video is still you know, a clear leader in 0:08:14.880 --> 0:08:18.280 this market. Your job is to have really clear interaction 0:08:18.360 --> 0:08:22.600 with public and private sector customers. How micro focus today 0:08:22.640 --> 0:08:25.720 on Nvidia versus an AMD or an Intel in the 0:08:25.720 --> 0:08:27.000 conversations that you have. 0:08:27.560 --> 0:08:30.720 Look, customers are looking for a drusted advisor, and that's 0:08:30.720 --> 0:08:33.800 who we are. We understand this landscape better than anybody 0:08:33.840 --> 0:08:36.480 out there. We understand the compute, we understand the network, 0:08:36.520 --> 0:08:39.280 we understand the storage, we understand the ecosystem. 0:08:39.320 --> 0:08:40.839 We understand all of the services. 0:08:41.040 --> 0:08:43.520 Our jobs to go in really understand what the customer 0:08:43.559 --> 0:08:45.960 is looking to accomplish and provide the best solution for 0:08:46.000 --> 0:08:46.520 the customer. 0:08:47.080 --> 0:08:50.640 Are the Lewis, who is president of the Infrastructure Solutions 0:08:50.679 --> 0:08:54.320 Group RIGS is more commonly known a Dell. Thank you 0:08:54.360 --> 0:08:56.679 for kicking off Dell technology as well with us live 0:08:56.760 --> 0:08:58.280 here in Las Vegas, Caroline. 0:08:58.440 --> 0:09:01.199 What a great conversation, such a great way to warm 0:09:01.280 --> 0:09:03.880 us up as we think about the infrastructure build out 0:09:03.880 --> 0:09:06.320 and indeed the way in which every executive's using this 0:09:06.400 --> 0:09:09.160 powerful technology. 0:09:15.360 --> 0:09:16.280 The last of. 0:09:16.240 --> 0:09:20.080 The so called Magnificent seven stocks reporting Wednesday in video, 0:09:20.480 --> 0:09:22.560 and boy is it important to the overall stock market. 0:09:22.600 --> 0:09:26.080 It's a make or break moment really in entirety? Is 0:09:26.080 --> 0:09:28.640 it is what the third major player when it comes 0:09:28.679 --> 0:09:31.200 to the Nasdaq one hundred in terms of market capitalization. 0:09:31.600 --> 0:09:33.440 And look, we want to see how much there is 0:09:33.440 --> 0:09:36.160 a commitment to AI chips, to infrastructure build out, to 0:09:36.520 --> 0:09:40.320 buying the company's products. Joining us now for a preview 0:09:40.320 --> 0:09:44.440 of what to expect. Kunjin Savani, who is Bloomberg Intelligence analyst. 0:09:44.480 --> 0:09:47.680 And look, it's not often that we're anticipating revenue growth 0:09:47.720 --> 0:09:50.000 in excess of two hundred percent. 0:09:50.520 --> 0:09:53.160 Again for a company, how can we live up to it? 0:09:53.360 --> 0:09:55.360 Yeah, I mean, look, there has been no lack of 0:09:55.520 --> 0:10:00.079 demand validating signals throughout this last quarter. Its largest customer, 0:10:00.520 --> 0:10:05.400 cloud providers, hyperscalers have all increased their outlook for. 0:10:05.440 --> 0:10:07.320 Their CAPEX spending in AI this year. 0:10:07.640 --> 0:10:10.880 It's supplier, the biggest supplier at t SMC has given 0:10:11.280 --> 0:10:15.600 really positive commentary about AI demand continuing for the rest 0:10:15.600 --> 0:10:18.000 of the year. When you look, there's a couple of 0:10:18.080 --> 0:10:23.160 other tailwinds as in so and entities and other regions 0:10:23.160 --> 0:10:27.120 outside of the US government entities increasing their spending in AI. 0:10:27.240 --> 0:10:31.040 So across the board, we see significant, strong, real demand 0:10:31.120 --> 0:10:33.280 signals coming in for the company, and we feel really 0:10:33.320 --> 0:10:36.520 good about them coming in this solid beat and this. 0:10:36.559 --> 0:10:40.800 Sprint supply as well going to be equally strong, because 0:10:40.840 --> 0:10:42.640 that seems to have been the limitation really for the 0:10:42.679 --> 0:10:43.840 story of Nvidia. 0:10:44.920 --> 0:10:49.240 Yeah, I mean, look, supply has been coming on significantly 0:10:49.320 --> 0:10:54.360 each quarter, and that's what we expect definitely. You know, 0:10:54.800 --> 0:10:57.960 as so far they have executed really well without any 0:10:58.040 --> 0:11:01.560 big miss I would say in terms of supply coming 0:11:01.600 --> 0:11:03.520 on to the numbers at least what the street has 0:11:03.520 --> 0:11:06.800 so at this point, we don't see significant risks. Look again, 0:11:06.880 --> 0:11:09.439 this water we saw h one hundredly times their use 0:11:09.760 --> 0:11:13.520 or close to about nine to ten weeks. They now 0:11:13.559 --> 0:11:15.480 have the Age two hundred in the mix as well, 0:11:16.000 --> 0:11:18.520 and coming over this end of second half of this 0:11:18.600 --> 0:11:21.400 they'll have more products from their black Vel architecture in 0:11:21.400 --> 0:11:23.640 the mix as well, so they have more livers to 0:11:23.720 --> 0:11:26.720 push play with now in order to sort of meet 0:11:26.720 --> 0:11:27.320 those numbers. 0:11:27.320 --> 0:11:29.680 If one other supply change sees any issues. 0:11:30.160 --> 0:11:32.440 Let's talk to geopolitics as well, because you focus in 0:11:32.480 --> 0:11:37.920 on the incredibly powerful chips and overall architecture being on offer. 0:11:37.920 --> 0:11:40.640 But China, for example, big customer, and it doesn't want 0:11:40.720 --> 0:11:43.760 or at least it can't have the most powerful chips 0:11:43.760 --> 0:11:45.480 that in video produces. 0:11:46.480 --> 0:11:48.320 Yeah, I mean, look, I think in the near term 0:11:48.600 --> 0:11:51.240 the geopolitical is in a way I don't want to 0:11:51.240 --> 0:11:53.960 say directly, but could be a positive. Yes, the China 0:11:54.120 --> 0:11:56.920 regional preferences not to use in media chips, but I 0:11:57.000 --> 0:11:59.920 mean you still think about the customers in China. 0:12:00.480 --> 0:12:01.920 They would still if. 0:12:01.800 --> 0:12:04.600 They can, want to use in Vidia chips because they're 0:12:04.640 --> 0:12:07.480 the best out there. So we could see, we could 0:12:07.559 --> 0:12:10.560 anticipate to see some sort of a pull in in 0:12:10.559 --> 0:12:13.520 in fear of more restrictions coming either from China or 0:12:13.559 --> 0:12:15.440 the US, So that could sort of pull in the 0:12:15.480 --> 0:12:17.960 demand a little bit earlier and help in media in 0:12:18.000 --> 0:12:19.760 the near next few quarters. 0:12:20.320 --> 0:12:23.360 What's interesting is we had an AI cow computing startup 0:12:23.400 --> 0:12:24.640 on the show on Friday Core. 0:12:24.679 --> 0:12:25.520 We've raising a. 0:12:25.440 --> 0:12:28.600 Ton of money, but it's mainly working within video here 0:12:29.080 --> 0:12:32.840 and the CEO telling us that everyone wants an in 0:12:32.920 --> 0:12:35.080 video chip. Yes you can talk about MD, Yes you 0:12:35.080 --> 0:12:37.040 can talk about some of the competitors in the market, 0:12:37.320 --> 0:12:39.920 but ultimately that's where the demand is. Do you agree, 0:12:39.960 --> 0:12:43.520 is that anyone who's starting to show the competition angle 0:12:43.679 --> 0:12:45.960 able to muscle in on some of the market share? 0:12:47.360 --> 0:12:48.320 I mean, like you name it. 0:12:48.400 --> 0:12:52.280 AMD is sort of the only other real viable merchant 0:12:52.320 --> 0:12:56.560 GPU silicon provider right now, but Nvidia still has the 0:12:56.600 --> 0:13:00.880 lion shared and we don't see that changing significantly this 0:13:00.960 --> 0:13:01.400 year or. 0:13:01.480 --> 0:13:02.440 Next fiscal year. 0:13:02.800 --> 0:13:04.920 What has been, of course, what are the key bottlenecks 0:13:04.920 --> 0:13:07.920 for many in terms of the overall power of generative 0:13:07.960 --> 0:13:12.080 AI has been energy and it's been supply side to chips. 0:13:12.320 --> 0:13:14.640 How much is that something we're likely to hear discussed 0:13:15.360 --> 0:13:18.800 on the call analyst consideration that really this is now 0:13:18.840 --> 0:13:21.480 the one that needs fixing ultimately, the impact on the 0:13:21.559 --> 0:13:23.960 environment or indeed impact on the cost of energy. 0:13:25.360 --> 0:13:28.640 I mean, it has become a rising concern across the board. 0:13:29.280 --> 0:13:31.440 I don't think we'll hear a lot about that in 0:13:31.480 --> 0:13:34.200 inn Media calls specific I think we hear a lot 0:13:34.320 --> 0:13:36.320 about in its customers calls. 0:13:36.600 --> 0:13:38.920 To be honest at this point, because. 0:13:38.720 --> 0:13:42.640 Even if a real magnitude increase in power, every generation 0:13:42.840 --> 0:13:46.520 of in Media chips, their total TCO continues to get 0:13:46.559 --> 0:13:48.560 better and the efficiency continues to get better. 0:13:49.400 --> 0:13:50.000 We thank you. 0:13:50.480 --> 0:13:52.040 It's going to be a busy week for you. Conjiin 0:13:52.120 --> 0:13:55.360 Servanni on the show from Botomberg Intelligence. All eyes on 0:13:55.400 --> 0:13:57.000 in video and its settings later in the week. But 0:13:57.080 --> 0:13:58.880 coming up, we've got to focus on what's happening in 0:13:58.880 --> 0:14:01.439 the here and now. It's Tesla ploys in Limbo still 0:14:01.720 --> 0:14:04.160 a says, job cuts loom over at the company. We'll 0:14:04.160 --> 0:14:07.640 discuss really the details of the anxiety that's still gripping 0:14:07.640 --> 0:14:09.080 the electric carmaker's workforce. 0:14:09.360 --> 0:14:09.920 That's next. 0:14:10.280 --> 0:14:34.200 This is Glomod Technology. 0:14:24.360 --> 0:14:26.520 Time now for talking tech. First up, open AI. 0:14:26.880 --> 0:14:29.920 It's working to hold the use of the voice known 0:14:29.960 --> 0:14:33.160 as sky in its audible version of chatchoopt after users 0:14:33.200 --> 0:14:37.200 have noticed it sounds remarkably similar to actress Scarlett youj Hansson. 0:14:37.400 --> 0:14:39.360 Now in a blog post, open Ai said the voice 0:14:39.440 --> 0:14:42.000 one of five available, Remember, wasn't chosen to be an 0:14:42.000 --> 0:14:44.040 imitation of the Hollywood actress, and the voices are a 0:14:44.080 --> 0:14:47.080 new feature, of course of chatchoop PT, introduced in GBT 0:14:47.200 --> 0:14:48.960 four to O, which debuted. 0:14:48.600 --> 0:14:50.320 Earlier in the month. We'll have so much more on 0:14:50.320 --> 0:14:51.320 the story later in the show. 0:14:51.640 --> 0:14:54.520 Meanwhile, cyber Arc Software has agreed to buy cybersecurity firm 0:14:54.680 --> 0:14:56.560 Vinaffi for a one and a half billion dollars in 0:14:56.600 --> 0:14:57.200 cash and stock. 0:14:57.600 --> 0:15:00.640 Ven After You Act by pe Fern Toma Bravo. 0:15:00.200 --> 0:15:04.160 Focuses on machine identity management, the clients ranging from the 0:15:04.240 --> 0:15:07.360 US health insurers to airlines to card issuers and banks now. 0:15:07.360 --> 0:15:09.680 According to cyber Arp, the acquisition is expected to close 0:15:09.800 --> 0:15:10.600 in the second half. 0:15:10.480 --> 0:15:11.320 Of twenty twenty four. 0:15:11.440 --> 0:15:13.040 It's going to add one hundred and fifty million dollars 0:15:13.080 --> 0:15:16.160 in an annual recurring revenue. Phlust by dance it overtakes 0:15:16.200 --> 0:15:19.840 buydo for Ai Chapbot dominance released in August. Downloads of 0:15:19.880 --> 0:15:23.440 the chappot Dobo surpassed its rivals and now have more 0:15:23.520 --> 0:15:26.480 regular monthly users in iOS in China now. That is 0:15:26.480 --> 0:15:29.640 according to the data from cincintaw. The TikTok parent company 0:15:29.680 --> 0:15:33.120 has made a priority in catching up with artificial intelligence, 0:15:33.160 --> 0:15:35.760 and its chatbot is becoming the most downloaded AI chapbot 0:15:35.800 --> 0:15:38.520 on Apple with over nine million downloads today. 0:15:38.880 --> 0:15:39.960 And shares a keyword. 0:15:40.040 --> 0:15:43.200 Studios rose the most since when public in twenty thirteen 0:15:43.240 --> 0:15:45.920 after the company disclosed that is in advanced takeover talk 0:15:45.920 --> 0:15:48.080 to the EQUT Group and could value the company in 0:15:48.120 --> 0:15:49.920 over two and a half billion dollars now. The Dublin 0:15:49.960 --> 0:15:53.640 based studio provides game development, audio art services to the 0:15:53.640 --> 0:15:56.960 gaming industry, and it's worked on titles including Fortnite and 0:15:57.120 --> 0:16:01.680 Call of Duty series. Now talk about what's been happening 0:16:01.680 --> 0:16:04.840 over the past month in Elon Musk's plans to slash 0:16:04.840 --> 0:16:08.640 at least ten percent of Tesla's workforce, CEO still isn't 0:16:08.640 --> 0:16:11.840 done yet, leaving many employees basically in fear of. 0:16:11.840 --> 0:16:14.040 When they might be cut next joining us. 0:16:14.120 --> 0:16:16.800 The regular down in the latest news is re makes 0:16:16.840 --> 0:16:21.800 Crape Trudel and Greg I can only imagine how anxiety 0:16:21.880 --> 0:16:24.200 inducing it is to just be waiting for that letter, 0:16:24.280 --> 0:16:24.800 that email. 0:16:25.280 --> 0:16:28.200 Yeah, and it is a case that this is just 0:16:28.320 --> 0:16:30.480 you know, sort of a week to week thing, day 0:16:30.520 --> 0:16:33.400 to day thing for employees of you just don't know 0:16:33.480 --> 0:16:36.040 when sort of that tap on the shoulder or in 0:16:36.080 --> 0:16:39.160 the case of Tesla, the as we put it in 0:16:39.200 --> 0:16:44.400 the story today, the dear employee email. You know, employees 0:16:44.440 --> 0:16:47.240 getting these messages that don't address them by name, that 0:16:47.560 --> 0:16:50.080 you know, reveal that they are leaving the company, that 0:16:50.520 --> 0:16:53.440 they're being let go. This is just something that's you know, 0:16:53.520 --> 0:16:57.160 continued to roll for weeks and weeks now, and we 0:16:57.520 --> 0:17:01.160 report exclusively in this story that it is something that 0:17:01.280 --> 0:17:04.840 is expected to continue at least through June. So this 0:17:04.880 --> 0:17:06.760 is a company that, as we know, has been going 0:17:06.800 --> 0:17:09.640 through a lot of tumult and some of this has 0:17:09.720 --> 0:17:12.760 very much been self inflicted and sort of raises questions 0:17:12.800 --> 0:17:15.880 about you know, execution in the midst of this, you know, 0:17:15.920 --> 0:17:19.239 sort of cloud hanging over your head every day if 0:17:19.240 --> 0:17:20.240 you're working at Tesla. 0:17:20.320 --> 0:17:23.479 I mean, morale must be taking a hit, Craig, and 0:17:23.520 --> 0:17:26.600 I'm interested. And also the confusion that has rained around 0:17:26.800 --> 0:17:29.080 the Supercharge team, for example, the fact that that was 0:17:29.119 --> 0:17:31.919 acted and then seemingly brought back in some sort of guys, 0:17:32.359 --> 0:17:36.720 how committed to overall job cuts does a company seem 0:17:36.760 --> 0:17:36.959 to be. 0:17:37.600 --> 0:17:41.040 I think that particular aspect of these job cuts has 0:17:41.080 --> 0:17:44.320 been really disruptive and also just you know, really raised 0:17:44.320 --> 0:17:46.359 a lot of questions about what the heck is going 0:17:46.359 --> 0:17:48.840 on here because it is kind of a crown jewel 0:17:48.880 --> 0:17:51.080 within the company. It may or may not have been 0:17:51.880 --> 0:17:55.119 necessarily making a ton of money for the company directly, 0:17:55.200 --> 0:17:58.000 but the fact that they were able to offer such 0:17:58.560 --> 0:18:03.280 a superior charging ex experience to other charging networks and 0:18:03.520 --> 0:18:05.520 even able to get you know, the rest of the 0:18:05.520 --> 0:18:08.280 industry to jump on board with their plug design. I 0:18:08.320 --> 0:18:10.520 mean that just was a show of force on the 0:18:10.520 --> 0:18:13.360 part of the company last year that they were literally 0:18:13.480 --> 0:18:16.000 able to get the entire industry to say, you know what, 0:18:16.040 --> 0:18:18.680 this is the better plug. We'd like to be able 0:18:18.720 --> 0:18:22.879 to use Tesla's network, and you know, the industry is 0:18:22.920 --> 0:18:25.479 still pursuing that in spite of the fact that you know, 0:18:25.520 --> 0:18:27.280 some of these companies have not been able to get 0:18:27.280 --> 0:18:30.399 anybody on the phone who runs that part of the business, 0:18:30.440 --> 0:18:34.480 which is you know, really you know an issue for 0:18:34.560 --> 0:18:37.720 these companies given the bet that they're making here, Greg. 0:18:37.560 --> 0:18:41.040 Let's play Devil's advocate and try and focus in who's 0:18:41.040 --> 0:18:44.199 still passionate, who's still working, who's still infused to be 0:18:44.240 --> 0:18:46.639 building over at Tesla because it is still for many 0:18:46.840 --> 0:18:51.560 a completely earth altering kind of a business to be 0:18:51.600 --> 0:18:52.439 playing a part in. 0:18:52.880 --> 0:18:54.600 Is anyone still feeling galvanized? 0:18:55.760 --> 0:18:59.320 I think Musk is actually interestingly trying to push that 0:18:59.480 --> 0:19:01.760 just in the last few days on X. You know, 0:19:01.880 --> 0:19:05.239 he's engaging with people who are sort of, you know, 0:19:05.359 --> 0:19:09.400 calling out the idea that the media was predicting Twitter's demise, 0:19:09.560 --> 0:19:12.080 you know, when he came into that company and slash 0:19:12.160 --> 0:19:15.080 its workforce, and a lot of his you know fans 0:19:15.080 --> 0:19:17.200 on there kind of you know speaking to this idea 0:19:17.200 --> 0:19:20.000 of oh, you know, everything's fine, nothing has gone wrong. 0:19:20.400 --> 0:19:22.920 I think you know that that is you know, an 0:19:22.920 --> 0:19:25.840 interesting thing for him to be sort of engaging with 0:19:25.960 --> 0:19:27.879