Speaker 1: This episode is brought to you by P and C Bank.
Speaker 1: A lot of people think podcasts about work are boring,
Speaker 1: and sure they definitely can be, but understanding a professionals
Speaker 1: routine shows us how they achieve their success little by little,
Speaker 1: day after day. It's like banking with P and C Bank.
Speaker 1: It might seem boring to safe plan and make calculated
Speaker 1: decisions with your bank, but keeping your money boring is
Speaker 1: what helps you live or more happily fulfilled life. P
Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly
Speaker 1: Boring since eighteen sixty five is a service mark of
Speaker 1: the PNC Financial Service Group, Inc. P and C Bank
Speaker 1: National Association Member FDIC.
Speaker 2: Erness What's Up?
Speaker 1: You ever walk into a small business and everything just
Speaker 1: works like the checkout is fast, the receipts are digital,
Speaker 1: tipping is a breeze, and you're out the door before
Speaker 1: the line even builds. Odds are they're using Square? We
Speaker 1: love supporting business that run on Square because it just
Speaker 1: feels seamless. Whether it's a local coffee shop, a vendor
Speaker 1: at a pop up market, or even one of our
Speaker 1: merch partners. Square makes it easy for them to take payments,
Speaker 1: manage inventory, and run their business with confidence, all from
Speaker 1: one simple system. If you're a business owner or even
Speaker 1: just thinking about launching something soon, Square is hands down
Speaker 1: one of the best tools out there to help you start,
Speaker 1: run and grow. It's not just about payments, it's about
Speaker 1: giving you time back so you can focus on.
Speaker 2: What matters most ready.
Speaker 1: To see how Square can transform your business, visit Square
Speaker 1: dot com backslash, go backslash eyl to learn more that
Speaker 1: Square dot com backslash, go backslash eyl. Don't wait, don't hesitate.
Speaker 1: Let's Square handle the back end so you can keep
Speaker 1: pushing your vision forward.
Speaker 3: In Nvidia. Few things that stuck out to me.
Speaker 4: Jensen was very very adamant a few things, but one
Speaker 4: thing in particular was physical AI. Yes and yes in
Speaker 4: the in the marketplace. So you asked, what's physical robot
Speaker 4: what's physical AI robotics? He brought the robot on stage
Speaker 4: with him. In the marketplace, there was tons of robots.
Speaker 4: We put it on Instagram, as far as the dog,
Speaker 4: the the guy that was doing shout out to Alex
Speaker 4: good energy on the check in, the guy that was
Speaker 4: picking up the stuff in the factories. So there was
Speaker 4: two things that Jensen was really big on robotics, and
Speaker 4: the other key takeaway that I got was the rational
Speaker 4: aspect of artificial intelligence.
Speaker 3: That's the new wave. I forget the exactly agent AI.
Speaker 4: So, all right, like artificial intelligence as we know it today, right,
Speaker 4: let's take chat GBT. You asked it questions and it
Speaker 4: gives you answers, right, But if you ask it like
Speaker 4: two complex questions, it'll say I can't answer that question,
Speaker 4: or that's debatable, or it kind of stares away from asking.
Speaker 4: Like if you say, okay, what's the best religion in
Speaker 4: the world, they'll say, like, that's a debatable which it
Speaker 4: is debatable, right, But if I ask a person that
Speaker 4: based on their personal beliefs, based on their rational thinking,
Speaker 4: based on their upbringing, they'll tell me it's Christianity.
Speaker 3: They'll tell me it's Islam, its Buddhism.
Speaker 4: That's their personal opinions, and that's how conversations happen with
Speaker 4: real people.
Speaker 3: Right.
Speaker 4: But AI doesn't work like that right now. But the
Speaker 4: next iteration of AI is a rational thought process where
Speaker 4: it's actually thinking in real time, it's rationalizing situations and
Speaker 4: its algorithm and it's giving you answers based off of
Speaker 4: not only it's intelligence, but also it's rational mind. That's
Speaker 4: what's kind of separating humans from AI right now, because
Speaker 4: they already have intelligence, but they don't have the emotional intelligence,
Speaker 4: the rational the how to talk. That's the next iteration
Speaker 4: of AIS. So if you think about it, like, what
Speaker 4: that's going to do is lower the value of education
Speaker 4: because like let's say, like right now, lawyers get paid
Speaker 4: from a scarcity of knowledge that only a select few
Speaker 4: people in the world have. Like, if you have a
Speaker 4: law degree, you're in a select few group of people
Speaker 4: in the total sum of the world, right, And that
Speaker 4: knowledge that you've acquired over eight years and then working,
Speaker 4: that's made your education scarce, and that's major knowledge scarce,
Speaker 4: which makes.
Speaker 3: Your value high.
Speaker 2: Absolutely.
Speaker 4: Now if everybody has that same knowledge and that same
Speaker 4: rational thought to be able to not only say this
Speaker 4: contract is good or bad, but no, this is what
Speaker 4: we need is how we need to negotiate this contract. Well, now,
Speaker 4: the value of a lawyers is really nothing because I'm
Speaker 4: a lawyer, you're a lawyer, Ian's a lawyer.
Speaker 3: Everybody is a lawyer.
Speaker 4: If we have the artificial intelligence lawyer, right, So he
Speaker 4: gave the example as far as going and the dinner
Speaker 4: and at Thanksgiving, and it's like, now it's like, okay,
Speaker 4: if I'm gonna have my spouse, the like, okay, I
Speaker 4: got eight people, sit me at a table right now,
Speaker 4: It'll just give you a random seating chart. But the
Speaker 4: new version will think about all scenarios. It will ask
Speaker 4: you questions, and it will see people accordingly based on
Speaker 4: their opinion. Stop breaking protocol, man, stop breaking protocol.
Speaker 2: Say keep going, keep going, keep going, we go down.
Speaker 4: So that was that was a big, big thing that
Speaker 4: he really pushed. And he and you could talk about
Speaker 4: the technical side as far as you're gonna make it
Speaker 4: it's smarter, and it's it's using more gigs and the
Speaker 4: whole nine. But for me, those are the two things
Speaker 4: that really stuck out to me because it was like,
Speaker 4: everybody's going to have a robot mm hmm. The number
Speaker 4: one job in the world for men? Put in chat,
Speaker 4: what's the number one job that was a gym? What's
Speaker 4: the number one job in the world for men as
Speaker 4: far as that employs the most men globally? What's the
Speaker 4: number one job in the world. And Alex you could
Speaker 4: appreciate this, what's the number one job in the world
Speaker 4: that employs the most men globally.
Speaker 3: Let's see if anybody gets.
Speaker 1: That was one of those like you learn something new
Speaker 1: every day, which brought me to my point of what
Speaker 1: I took away and how scary that is.
Speaker 2: Yeah, I'll chime in, and then you can chime in
Speaker 2: the mind. Yeah, no, let them do this.
Speaker 4: The number one job in the world for men is drivers,
Speaker 4: cab drivers, uber eats truck drivers.
Speaker 2: Anywhere in the world.
Speaker 4: You think about it, like, you don't need a skill
Speaker 4: set to be a driver, you just need a car, right,
Speaker 4: and you could go to South Africa, you can go
Speaker 4: to India, there's always a cab driver. There's always like
Speaker 4: that's the number one job for men globally. Yep, that's
Speaker 4: going to be a race pretty soon. Yeas driving toamis
Speaker 4: drives a nothing. They have their partnership with gm Atonomus.
Speaker 4: Driving is going to take hundreds of millions of jobs.
Speaker 4: So imagine all of those people. This is the number
Speaker 4: one employer for men is a driver. And if we
Speaker 4: don't need a driver because we have a totomist driving,
Speaker 4: what does that do to all the number one job
Speaker 4: for men in the world.
Speaker 1: I think and just to introduct just briefly, the autonomous
Speaker 1: piece that they displayed was completely different than what we
Speaker 1: saw like in a tussa where you get in a
Speaker 1: car and it's kind of scanning your surroundings to make
Speaker 1: sure that there's a car is not too close to
Speaker 1: you on your right or your left, or did somebody
Speaker 1: walk and there's a dog, there's a sidewalk.
Speaker 2: This was something completely different what we saw.
Speaker 1: This actually was understanding the physical environment based on any scenario, right,
Speaker 1: And so it would scan the area and then it
Speaker 1: would tell you, based on the weather perception, what how
Speaker 1: you should how it should drive if it snowed, how
Speaker 1: to drive to a sleep if it was. It studied
Speaker 1: the weather patterns and so now it's prepared to drive
Speaker 1: in any condition. Whereas an average human there's going to
Speaker 1: be human error. This is preparing for the human error
Speaker 1: before it even happens.
Speaker 2: Right.
Speaker 1: So like that piece of understanding the physical world, this
Speaker 1: is a game, shoed.
Speaker 2: I'm not sure you finished. Women to want me to
Speaker 2: go yeah, yeah, So like this is literally in my notes.
Speaker 1: So, Agent Ki, was that piece you were talking about
Speaker 1: and I saw some people put in the chat it's
Speaker 1: that reasoning piece right, so able to ask the question,
Speaker 1: but it's also able to solve complex problems on its own,
Speaker 1: which is we're not at that space right now, right,
Speaker 1: But that is the first thing. The physical AI, like
Speaker 1: you said, the robotics. I think the piece that he
Speaker 1: said is that that physical AI with reinforcement learning, and
Speaker 1: so that's when the machine starts to learn and make
Speaker 1: decisions in the environment right to maximize the reward. So
Speaker 1: like this machine is now doing these things and it's like, oh,
Speaker 1: that's how's supposed to do it, trial and error.
Speaker 2: This is not supposed to do it. That's how I'm
Speaker 2: not supposed to do it.
Speaker 1: It was like when we had we thought of robotics,
Speaker 1: if they held a ball in their hand and they
Speaker 1: dropped it, it wasn't like where did the ball go?
Speaker 1: The ball was just no longer there. The reinforce learning
Speaker 1: is like, oh, the ball dropped. It must have fell down.
Speaker 1: I have to now find it, right, So imagine like
Speaker 1: it's that type of robotics. The interesting thing that he
Speaker 1: said is like, yes, tbt's are important, right, agents are
Speaker 1: going to be important. He said, the biggest piece and
Speaker 1: the biggest opportunity left in the AI puzzle is when
Speaker 1: physical AI and reinforcement learning are combined, which is when
Speaker 1: it introduced the robotics that would come inside your home.
Speaker 1: So we were I mean, we were just sitting there
Speaker 1: thinking to each other, like wait, hold up, what we're
Speaker 1: talking about? Big u on over here, and like they're
Speaker 1: putting robots in people's homes, and they're trying to rent
Speaker 1: these robots and they already got the price points.
Speaker 2: So that was the first piece.
Speaker 1: And then we got to go into the exhibit hall
Speaker 1: and just like you said, from a technical standpoint, and
Speaker 1: go watch we so like people talk about blackwell, like
Speaker 1: we actually saw it like in front of us, right
Speaker 1: on the table, Like we got to pick and look
Speaker 1: at it, and.
Speaker 2: Like we saw what it looked like.
Speaker 1: And so obviously then the mind starts turning right Like
Speaker 1: I'm like, there's a few times in life where you
Speaker 1: feel validated, right, and like the information felt validated, And
Speaker 1: so I'm asking questions. I'm just trying to pride from engineers,
Speaker 1: and I'm like, what's that was that? Was that knowing
Speaker 1: what I'm looking for the answer in mind? And I
Speaker 1: was like, okay, here all the racks. Who's making these racks? Hey,
Speaker 1: got my answer. All right, If that's the GPU and
Speaker 1: this is liquid cooling, who's providing the liquor cooling for this?
Speaker 2: All right? Bet? If that's the GPU, who's doing the
Speaker 2: storage for that? Oh?
Speaker 1: Bet going to vendor markle. You see all the players.
Speaker 1: All the players are there. So if I'm talking about Micron,
Speaker 1: Micron is there. If I'm talking about Vertiv in terms
Speaker 1: of liquor cooling, vertive is there. If we're talking about
Speaker 1: super Micro, super Micro's there. All these You're starting to
Speaker 1: see all these players and it's like, oh, this makes sense.
Speaker 1: And so when we talk about yes, uncertainty is key
Speaker 1: to how the market moves.
Speaker 2: AI is still the story.
Speaker 1: And even when he spoke about deep Seek and he
Speaker 1: was like, look, you guys got this thing one hundred
Speaker 1: percent wrong, just because they had it and they found
Speaker 1: they're still going to need compute and it's still going
Speaker 1: to take a large amount of money to start to
Speaker 1: getting these compute these GPUs out, I'm like, damn. Then
Speaker 1: the last piece was like, how are people going to
Speaker 1: even compete at this level this? Not only are they saying, hey,
Speaker 1: here's our product for twenty twenty five, here's our product
Speaker 1: for twenty twenty six with black Belt Ultra. Here's our
Speaker 1: product for twenty twenty the second half of twenty twenty
Speaker 1: six with Ruben, here's our product for twenty twenty seven,
Speaker 1: Ruben Ultra Yo, here's our product for.
Speaker 2: Twenty twenty eight, twenty eight Fineman.
Speaker 1: He's already three years ahead in the products right with
Speaker 1: people are just trying to make a product to compete for.
Speaker 4: GPUs that are three times ahead of their nearest competitor.
Speaker 1: He's three years ahead. I'm talking to the people. I'm
Speaker 1: like your houses work. They were like, yo, We're in
Speaker 1: the mindset where the audience is like, hey, it's every year,
Speaker 1: he said, When we are here, it's every six months.
Speaker 1: What trunk create new PROCs every six months? On your headtop?
Speaker 5: An illegal alien from Guatemala charged with raping a child
Speaker 5: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 5: accused of murdering a Texas man of Venezuelan charged with
Speaker 5: filming and selling child pornography in Michigan. These are just
Speaker 5: some of the heinous migrant criminals caught because of President
Speaker 5: Donald J. Trump's leadership. I'm Christy Noman, the United States
Speaker 5: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 5: crossings are at the lowest levels ever recorded, and over
Speaker 5: one hundred thousand illegal aliens have been arrested. If you
Speaker 5: are here illegally, your next you will be fine nearly
Speaker 5: one thousand dollars a day, imprisoned, and deported. You will
Speaker 5: never return. But if you register using our CBP home
Speaker 5: app and leave now, you could be allowed to return legally.
Speaker 5: Do what's right, leave now. Under President Trump, America's laws,
Speaker 5: border and families will be protected.
Speaker 2: Sponsored by the United States Department of Homeland Security,