Hey, I gotta talk to you or else I'm gonna fall asleep on the drive home.  I get up about 5 5 30 a.m. And For me, it's really important to have a disciplined Start to my day because the morning is the rudder of the day so I get up at 5 35 a.m. and I Immediately turn on my sun lamp because I'm working inside almost all the time So I don't get enough sun and it's good for the the biorhythms. I believe to to get that early morning, you know high intensity like and I wake the body up and Then I take my modafinil Which also wakes me up come on go go go What's the deal Come on I'm trying to be talking Joke in front of me is just driving way too slow I'm trying to trying to show some moral leadership here, and I'm annoyed by these drivers Okay, let's get the show on the road guys Addicted to streaming now. I can quit at any time Let me use it to enhance my life and to shine the light of Torah into the darkest recesses of the internet Okay, this is mine. This is mine. I got the right away So let me tell you back to the spirituality, which where you turn in right so Got the gut my modafinil. I got my high You know high intensity morning light machine Stumble to the shower I take a big spoonful. Come on.     I've got to wait for an illegal immigrant to cross the street here and And so that cold stream that really wakes me up combined with the modafin L so I First of all, I get it on my face and I try to like scrub off the gum from the from the nasal expander that I wear every night to minimize my snoring and improve the quality of the My oxygen intake and of my breath now. I could change lanes here and get ahead of two cars, but I'm not Everyone is aware. This is a deep journey. I think right a convert you gets in close with the outright It's leading to a book. I am just here to share love and inclusion Talmud style I am just a Humble servant of the pure truth of the Torah the pure love That's what we're doing here on this channel. Nothing but pure love and inclusion now. We got some Mexican guy with his shirt off just Sticulating wildly at the bus stop. There are a lot of Wacko's at that bus stop a lot of drunks. I guard the quality of life in Los Angeles just Continually deteriorates places becomes more like Mexico every day Come on buddy, man, this woman just tried to pull in front of me. Did she know who she was messing with? Okay, so I Get about 30 seconds or so cold water first thing in the morning on my front Another 30 seconds or so on my back, then I am wide awake. I'm wide awake about Two seconds after my cold shower starts up at 535 I'm usually out of shower right off In my room getting changed by 40 a.m. That high-intensity sun lamp shining in my eyes so I Get dressed nice professional dress So high quality work Take my supplements drink my protein shake drink my Pure green vegetable juice with no fruit juice no sugar Just a mixture of a whole bunch of different vegetables and Then at about 550 I'm out the door and I'm on the phone with my my 12-step phone meeting and There's some really high quality shares over the next 35 minutes like that's how I start my day so one thing I learned from this morning's 12-step phone meeting was think about when you're starting your day and Perhaps you're in them doing your meditation think about what does God want for you? for today, what does God want you to accomplish and Yeah, I was an Uber driver. Would you ride with me? I'll ride with you, bro So the normal thing is of course to think what do I want to accomplish today or even the normal thing it's not even playing to just act on habit and Thanks acid prophecy.  We must secure the existence of our people and And say future for white children.  Nothing but love and inclusion on this channel.  So many people don't even really plan. They just Stumble through but failing to plan is planning to fail Okay, I'm sorry. I'm too distracted. I'm tired. I'm not not at my best. Yeah, keep my hand on the steering wheel Okay So Worst thing is no planning at all Yeah, I'm off to do another hit job for the Jewish mafia But let's just keep that between us. Okay So I'm getting ready to just like squeeze the life out of another enemy of Israel That's like in one of those early soprano episodes In between dropping off some donations at local yeshivas So the alternative to not planning is to planning your day Okay, and first things first because you lose willpower as day goes on I accomplished the most difficult part of my day Before 540 a.m. It's the first thing I do basically is get in that cold shower and Pretty much everything is easier From then on than that cold shower. I mean particularly in winter. That really wakes me up and so So just like having a list for yourself for what you want to accomplish that day That's a good thing. It's good to plan and to tackle first things first tackle the most important Not the most pressing but the most important things first when you've got the most willpower and Then as you make progress, you'll feel better and better You'll gain in strength and in self-esteem But if you take the time to pray Take the time to pray and and then meditate and then ask yourself. What does God want? For me to accomplish today.  I want love.  I want to You know get more and more for myself and uh Like that's what I want. But guess what when I when I go after what I want I step on the toes of other people I alienate myself from others. I don't do good quality work. For instance, I'm an alexander technique teacher So 80 of my clients are highly attractive young women I mean I've worked with supermodels who are 10 out of 10 Okay, I've worked with actresses Who you'd say are eight out of 10 nine out of 10 and so if I If I get out of If I get out of spiritual alignment, like just imagine I once Like see something wrong with a female client Like the word just gets out, you know, my reputation is an alexander technique teacher is just shot So I've never had that problem Like obviously in the past I've had problems in the sacks of love arena But when it comes to alexander technique, I'm just able to switch into A professional mode and I don't get out of it So I I'm able to switch into the mode of I want to be of service to my client I want to teach them the principles of the alexander technique and how they apply in a wide variety of situations So that they can embody the characters that they want to embody so that they can move as smoothly as possible So that they can have more and more control of their body their mind their emotions their thinking and the characters that they want to embody and present to the world, but If I got off course and I started thinking oh, I really want to get with this hot actress Or I really want to like, you know, rope them in for like a 20 lesson deal you know for 1500 bucks or You know, I wonder if she has a hot friend to set me up with or Boy, I'd really like to springboard my career by using my connection with this one actress so that I can I can get more jobs on set working with other actors Instead of thinking primarily on how I can be of service to the client.  I shouldn't be doing not porn, but Well, I remember for months I was working on my first book You know while I was at work and they even kind of warned me about it The lady in administration said that you have a computer at home where you can work on your own thing And and I heard the warning that I kept doing my own thing They didn't fire me Because I guess I was good at my job, but I did definitely get a demerit in my file at my temp agency So that's why I really need guard. I really need 12 step programs I really need to get my head straight first thing in the morning Not just the supplements the cold shower and the morning line I need that 12 step meeting kind of orient me to the day and I need some meditation time So that I can ask myself What does God want from me today because it's amazing if I just focus on being of service to my clients All the character flaws that have habitually tripped me up over the course of my life and alienated me from other people Such as you know inappropriate speech Like giving my political opinions religious opinions cultural opinions You know in the workplace. I never talk about sex politics religion when I'm teaching alexander technique, but Frequently in the past I've done that and alienated myself there people in the workplace would no longer speak to me like I would see them For years and they would not speak to me. They just could not get past The time they were so offended that I said that my rabbi says A jew should not wish a christian a merry christmas Because that's giving christianity some validity and another person I Alienated because I said jews were good at bargaining Or I'd love to see you guys, you know perfect your haggling skills. And that's real Torah Judaism and This secular jew got highly offended Basically hasn't spoken to me since Uh, what are other ways I've gotten in trouble in the workplace trying to form like two intense friendships and relationships in the workplace rather than Thinking about work or just trying to ingratiate myself with people in power while Treating carelessly the people who are below me in social status so that they hate me and then try to trick trip me up So Or you know, not really doing my job But just surfing online when I'm at work Or just trying to get into really long conversations to make the work day pass Other than doing my job Just being really careless about my job not paying any attention to what I was doing paying any attention to detail These are the things that classically trip me up and uh, particularly when I say don't like my boss But if I just focus on being of service, it's amazing how these problems just uh They just don't they're not problems anymore if I'm focusing on The attitude that you know, I work for God come on guys, let's get going What the heck? If I concentrate that I work for God come on.  Then Then it doesn't matter if I like or do not like my boss if I'm passionate about my work Or not passionate, you know bored to death with my work. Now. I'm here to be of service to God's kids If I can just keep that 12 step attitude going then much less likely to get in trouble with my habitual character defects of selfishness self-seeking inconsideration dishonesty fearfulness Like those are the things that are just habitually trip me up at work and and Left me an underrunner an underachiever Uh someone who got into huge amounts of credit card debt someone who's continually getting fired so I managed to pay off all of my credit card debt But still I'm a 51 year old with with nothing saved for retirement And now I'm on a good trajectory and now I'm earning at the six-figure level so I've been paying off About two king credit card debt a month off the principal for the past couple of years so Now now I'm going to apply that to paying off personal debts to to people and to saving for retirement and to Building a prosperous life so that I can get married And have a family and have children and fulfill the methods So That's it. Bye. Bye


and we've got something here that looks sort of like a donut on the table it's black it looks like it's got a little camera but in every once while it stands up and it rotates around and it's got lights coming out of it what is this so so this is only it's the first robot that adapts personality to each individual and it's served as a service like a personal assistant at home and it can show your smart home devices and organize your your schedule and learn your habits and preferences and then it can practically interact with you to make your life easier. Okay so you were explaining to me before we start rolling tape here that Ollie actually learns it's an it's interactive and it starts to learn you? Yeah so we actually they recognize everyone based on like do facial recognition and after that it kind of learns some the preferences and habits from everyone. Now that's interesting like what would be an example of what you could have it do? So for example everyone like have different personality everyone have like preferences on music or movie different everyone have like different lifestyle yeah so the the system first of all I got a user identity and then based on the interaction I know like when is the when is the right time to do what kind of task. So like you said if you come home and you always want the lights to come on it learns that that's what you do or it learns what kind of music you like and it can learn different people.  Oh wow oh that's pretty cool. Yeah so so I mean like every time you interact with it and the system will learn and then when it realized okay every time when you come home you will play jazz let's say or someone may prefer rock and roll and then yeah. That's very cool so when will Ali be on the market? Pretty soon so now we are in beta version so we will deliver a few hundreds to early adopters just in April 17th and then probably August or September gonna launch to the market. Very good how much you expect Ali to sell for? So we haven't put the accurate number yet but based on our research people are expecting the rent between like 600 to 800. Okay very cool thank you very much. Thank you very much as well.


This is the Comica Boomix U1. It's a broadcast level multi-functional UHF wireless microphone kit inside the box. You have yourself the receiver, the transmitter and I'll cover these more in a second. TRS to TRS cable, TRS to TRRS for your smartphones. You also have an XLR to 3.5 millimeter cable for audio recorders which I think is a great touch. You have yourself the USB-C charging cable, a wind muff, the user guide, leveler mic. There's a dual-zipped carry case here with a nice Comica handle at the top. You've got your section here for your microphones and you have a second section here to put all of your cables. So let's go ahead and look at the transmitter and receiver in more detail. So let's start off with the transmitter at the top. You can see that there's a power button. Underneath you have the mute button, there's a couple of LED indicator lights there. Each of these has a twistable antenna as you can see so you can point it at each other to get a longer field of range. On the right hand side you have the USB-C port. This is 600 mAh battery so it gives you around six hours of working time. There's an in-built microphone there at the top. There's also a mic port for the leveler mic. You also have a infrared sensor here on the right hand side. This is what you can use to pair both of the transmitter and the receiver to each other. If you have any problems you also have a reset pin there. At the back you have a belt clip which can double up as a cold shoe mount. With the receiver you actually have two antennas here so it gives you a stronger signal and more clarity in picking up wireless transmission of the audio at longer distances. You also have the power button, the menu up and down buttons here and on the left hand side you have the settings button there. The key thing to note is that this has a TFT display which I'll run through in a second which you can use to monitor and change the settings. On the top you have the headphone port for real-time audio monitoring. You have the infrared port there to connect with the transmitter. Then you also have the output port there to connect the TRS cable to your camera.  On the right hand side if you lift this antenna out the way this is where the USB-C port is and the reset pin. On the left hand side there's nothing there on that side of the antenna. So let's go ahead and turn both of these on. The receiver and the transmitter. You'll see there's a purple indicator light on the transmitter so you can see it lights up blue over the A transmitter there. So if you have two of these you can get a kit for two transmitters A and B. This one only has a single one so it's lit up in A. So let's talk a little bit about the TFT and what is in this display. So this is the default display you'll be able to see the signal strength the battery life and what channel you're on and you can see the audio monitoring here coming directly from the inbuilt microphone of the transmitter there. If I hit the menu button on the left here is group A which is basically this assignment of the transmitter microphone there. You can do automatic pairing on this. You can do automatic pairing for a group B microphone as well. So I'm going to be covering only group A because this is a single microphone unit. I can do manual pairing amongst any of the 16 UHF channels so I can cycle through that and then you also have the volume adjustments so you can adjust the input to the camera from a range from zero all the way up to 15. 15 being the maximum one so I will leave it around the 10 point and we'll give you the audio tests at volume 10. You also have the output mode which you can change between mono and stereo. You can actually flip the screen as well so if I turn this on I select that and it's facing the other way now. If I select it again change it then it goes back to that direction so this depends on where you want to position this receiver. You can adjust the screen. A lot of the wireless receiver microphones that I've used in the past don't have this functionality. I think that's just a nice touch. You can set the language and this is the firmware version so that's everything on the TFT display. Let's go ahead and set this up with my Sony a7 III and let's see how it sounds. Now just to have a comparison up until now I've been using this shotgun microphone here so the audio you're hearing currently is coming from this. I'm now going to switch over and use the Comica microphone. So now the audio is coming directly from the boom max u1 so you can tell there's a very clear difference right so I've got this set to volume 10. I've had a lot of wireless microphones that operate on the 2.4 GHz frequency band except the problem with those ones is that they operate on the same frequency band as Wi-Fi networks and I have a lot of connected devices around so I get a lot of interference, noise, static noise, background, white noise in those transmissions. The UHF microphones are super clear because it operates on completely different channel frequencies so that's why I have really clear audio coming from this. So the next thing I want to do is put the lavalier microphone and check the difference between the internal mic and using the lav mic. So now the lav mic is connected I've reduced the volume down a little bit because it is closer to my mouth. I've set it to volume 4 which is actually quite low but you guys can hear it's so clear even at that low volume. It has a super low sound delay on it less than 20 milliseconds which I think is great. Now this microphone actually can go up to 394 feet which is roughly around 120 meters so what I'm going to do is go outside and test that range unobstructed and see how clear it sounds at the maximum 120 meter mark. So let's go ahead step outside and see how it sounds outdoors. Alright guys so I'm outside now. This car park is 120 meters in length. Hopefully the audio comes out very clear right at the back. I'm going to give you a sound test at the halfway point at the 60 meter mark and right at the back at the 120 meter mark as well so hopefully you guys can still hear clear audio. I've got the lavalier mic clipped in my jacket. I've got the microphone clipped to my jeans and I have the antenna pointed to the double antenna on the receiver of my Sony a7 III which is pointing at me so I have unobstructed clear wireless transmission on audio so let's go ahead and see how it sounds. Okay guys I'm here at the 60 meter mark. Hopefully you guys can still hear a very clear audio. The antenna is still pointed directly towards you. It's not too windy so you should be able to still hear me quite clearly. There's a little bit of a breeze so you might hear that in the background so let's go ahead finish off the walk and go right to the boundary line. Okay guys this is the 120 meter mark. It's picking up. It's a little bit windy so this is a real test. If you guys can still hear me very clearly then that's great. Make sure you give this video a thumbs up. Let's come back and finish off this video. So I've just played it back guys. This is probably one of the clearest microphones I've had to date. It's so easy to connect. One of the things I really like about it is that it comes with so many different options of connectivity so I can connect it with my cameras with the TRS cable. Connect it to my phone with the TRS cable and also have an XLR input as well for my audio recorder. I have the sound devices mixed pretty three and it would work great with that. One thing I would recommend is that this transmitter is quite bulky. It's not the most compact so if you wanted to clip something directly onto your shirt then this is probably not the best way to do it and using the internal microphone. I would always recommend using the labeling microphone with this specific set because it is going to give you that freedom of flexibility and movement and it is so much lighter. Overall I'm super happy with this. It comes in at 175 pounds on Amazon. I've got the link down below. Check it out. If you guys really like tech reviews like this and audio reviews with microphones and camera accessories make sure you hit that subscribe button because I do all things tech and I've got tons of reviews coming out each and every week which I know you're going to like and if you did like this video make sure you give it a huge thumbs up and I'll catch you guys next time. Take care.


Hi, today I want to tell you one way that I introduce history to young students and I would probably introduce this to maybe five and six year olds and I start with explaining that each one of them have their own history and it's the important events of their own life and I often use literature or books to be a springboard for learning and so I have a book that I'm going to show you as well but I want to point out to you as a celebration of each child's birth in the classroom at the time of their birthday together with their parents they create their own timeline in a format that is pretty open-ended. This particular student started with her infancy and birth photographs up until her sixth birthday and it's a very special activity that they do at home with their parents and their parents then get to retell to them the story of their life and they get to really feel honored and understand the importance of who they are in their family structure so that's an important part that leads them into curiosity about other people's history. I would also introduce the way that history is passed from generation to generation in their families often from the elders to the youngest and there's a particular book that I love a lot called Knotts on a Counting Rope and this particular book may not be historically accurate I think it's all fiction but it's a beautiful telling of a tradition where the grandfather is telling the story of his grandson's birth and this particular boy was born blind so in this story there's a lot of unique features that help this child understand how much he's loved and how much he is uniquely designed to live his life because his grandfather tells him with great passion and interest and love the the beautiful story of his life and how he believes he's powerful and he has great courage and and he tells them the things in his life that he has already overcome in his young life and so it's a nice compliment to the students who have created a timeline of their own life and they've had that time at home talking with their parents and extended family members and maybe also grandparents and I actually think on this particular poster the grandmother actually helped the granddaughter create this and then created another special bond but I think that's the most appropriate way to introduce history to a younger student.


Welcome to Monet Cafe Studio and we're going to discover are these the hottest pink pastels ever? I think they are. I'm calling this painting Soul Fire and I think you'll see why. Whether you're an experienced soft pastel artist or you're just excited about trying soft pastels for the first time, I think you're going to love this tutorial and be sure to keep watching. I'm going to share something fascinating about this reference image. I am just so excited about this and now let's talk about these products. I was on a quest to find some really vibrant pinks and I found this set of Jack Richardson hand rolled soft pastels. There's so much I love about these. I'm going to talk about them more in the lesson and it's a set that's just called Reds and it's 40 pastels of reds, oranges, fluorescent pinks and the surface that I'll be using it's called pastel board BORD and it's made by Ampersand. I like the white. It's actually a board it's sturdy. I like the white because I can tone it myself but for this painting I actually used the color gray. They have different colors, different sizes and this is a 12 by 16 size. Here is where I'm choosing additional pastels for this painting and you can see the reference image here. Okay there is something fascinating about this reference image. I actually created it with AI technology. Some of you may know I lean a little on the techie side. I majored in graphic design and I love this stuff. I've been learning and playing with a program called Adobe Firefly. It is still a beta version. I'm not sure everyone can even get it but it is a wonderful way for me to paint with words and create reference images that I see in my mind. I also gave it the prompt to create the images in my style. It seems I have enough content in the cyber world for AI to draw from because of my YouTube channel and it's just fun, fascinating and a wonderful way for me to create reference images with verbal prompts using my imagination. I go into more about how I do this in my Patreon version of this video. I also share a bit more about some of the ethical concerns with this and why the method I'm using I feel is very kosher to use for creating original paintings. And speaking of painting let's get to it right now. By the way if you would like the additional content it's real easy become a patron of mine on my Patreon page. It's only $5 a month. You get hundreds of lessons. You get to share your work and become part of my beautiful Patreon community. And while we're at it I would love it if you would go ahead and like this video. Leave me a comment, let me know your thoughts and also please subscribe to this channel and become part of the Monet Cafe family. Alright here we go. This is my setup. I have my initial pastels and my beautiful Richardson reds and pinks and I do add a few more pastels as I work. And because my painting surface the Ampersand pastel board is a little heavy I have a technique where I use a large paint stick. I tape it to my painting board with artist tape and hey so far so good. I've never had it fall off yet. This is a white Derwent charcoal pencil because the surface is gray I just decided to use a white charcoal pencil to go ahead and get in an initial sketch. All I'm doing is getting my large flower shapes and just a very basic composition with my horizon line and a few of the tree line shapes in the distance. So I like to just keep it simple at this stage and the looser and more gestural you keep things the more your painting is going to lean towards that painterly and impressionistic style. And that's really just about it. Now it's time to paint. And initially it's best to do something called blocking in. This is a very loose beginning stage with pastel painting actually with many mediums where you're basically covering the surface with its initial layer of value and color. And you'll notice that I'm just getting in kind of a dark value. This pastel this is not one of the Richardson pastels. It's a really beautiful magenta kind of a neutral magenta Terry Ludwig pastel. It's kind of a square shape. Normally it's rectangular but I break mine in half. Oh and that's one of the things I love about Jack Richardson pastels when you see me use them. They're the perfect size. I always say it's like Goldilocks. You know she was like oh this one's too hot this one's too cold and this one's just right. Well there's some pastels that just are too big and chunky and I often break them but the Jack Richardson's are this perfect workable size for me. I just love them. So I am blocking in just some of the shapes of the flowers. I'm using a color that I know is one of the darker values and colors in the flowers. And notice how loose this is. Now when I first started pastel painting I had no idea what I was doing. This is why I started the Monet Cafe YouTube channel because I had to search and find ways to do things and I thought I'm gonna help other people so it's not quite so hard for them. Now I am speeding this up a bit more. I've got all my flowers in and I'm still doing the blocking in. I'm just getting the basic colors and values to begin the painting. And again when I was first starting out with pastels I felt like I needed to go ahead with each little item almost like a paint by number and give each flower make it perfect before I moved on to something else. And when you work that way you're going to lose that painterly style where it looks like a beautiful dream you know. If you like that style you probably do if you're hanging out on this channel because that is totally how I love to paint. So embrace this I call it an adolescent stage of a painting because it is really the foundation that's going to create an impressionistic painting. So I'm really just getting in colors that I see in general in the reference image and I know that the process of layering is going to allow me to develop those colors and values as I work. And by the way this version on the Monet Café channel the one you're watching here is sped up substantially. I'm still giving commentary but the addition of this lesson over on my Patreon page is barely sped up at all and I talk for the entire video so there's always a lot more content over on my Patreon page but you can still get lots of good free content here on the Monet Café channel. Now I'm getting a little bit of a darker value to the trees and some of these grasses. If you squint your eyes and look at the reference image you can see that's where the darks are. Definitely that tree line. Those two flowers on the left side there they're actually pretty dark. Again squint your eyes and you'll see what I'm saying and it's because they're backlit.  I'm kind of painting around two little flower shapes. I didn't paint them in because I knew they were going to be really light. Again they were right in that direct path of the sun. You'll see me later develop those with a really light pink. So here I'm getting the darks in. You see the base of the flowers right where it meets the stem is is pretty dark and I wanted to get that magenta in the tree line as well. I know there's a little warmth there because the sun is shining behind it. I wanted to mention quickly that this AI image took some time to bring into existence. It's not like you just type it in and get what you want. I had to give it the right prompts and again struck it to create it in my style of painting which is really cool. It really is my style of painting. All right it's time for these beautiful red and pink and orange Jack Richardson pastels. Real quickly I just wanted to mention that I was just so happy to see a little bit more about Jack Richardson online on the about section on his website. His story is just beautiful and hopeful and it's a family affair. I'll try to remember to include a link so you can read it yourself. I just love this stuff. I've already mentioned how much I love this size of pastel. This is not a half stick. This is their full stick and for me it's the perfect size for painting. Now unfortunately a little bit of this footage coming up is out of focus. I held up that pastel. It focused on it and locked into it but this section isn't very long here. Here we go. So all I'm doing now I typically work from dark to light when doing flowers and other elements and always feel like I'm building them from the inside out. I like to look at the darkest deepest inner parts of the flower and see what those values are and then gradually build out from it to add the final highlights and the lightest values at the end. Now why would I be using this pretty purple? This is kind of a warm purple and it's because there is a shadow side to these flowers and it's cooler in the shadows so it really does add a little bit of spice to the flowers as well. Now look at this gorgeous pink. There are so many beautiful colors in this set and I totally love it. The next painting I'm going to do I think I'm going to focus on either the oranges or the reds in this set. I also want to share a little bit more about the concept of layering with soft pastels. Isn't that a beautiful fluorescent pink? I love it. This is something I didn't understand when I first started to paint. As I mentioned I would literally paint like a paint by number. I looked for that exact color in the reference image and I would try to find a color that looked much like that color and add it and what ends up happening is your painting doesn't have that lively color that vibrates and as a result my paintings looked rather flat with color if that makes sense. So I learned over the years that the layering technique allows for you to reproduce color much like it behaves in nature. In real life colors are always interacting with each other bouncing off of each other and by gently layering colors over each other keeping a light touch it's very important. You're not pressing really hard but you're allowing the pastels to peek through and interact with each other and we actually create new colors by gently layering colors over and next to each other. I had a tutorial not long ago where I created a painting of green apples using not one green pastel. I used blue and yellow what makes green. So we really can mix color right on the surface and that's good news because if you're a beginner pastel artist you can actually create some exciting color with a limited palette and it's a lot of fun.  I have playlist of beginner videos and we also have a Monet cafe art group on Facebook. You can join that and if you want a little bit more of course you can become a patron of mine on my patreon page. I've slowed down this last part to real time and I'm letting you see my final marks. This is where it's fun for me. I've gotten in you know really pretty much everything but I get to add my little final marks that add a little bit of spice and focal point energy. I'm finishing up here and I must say I truly loved this set of Jack Richardson pastels. I love all of their pastels specifically their hand rolled pastels and I also loved working from this glorious reference image. I would love to hear thoughts from you guys. Again I am using it in a way where I'm working more from something that's like a photograph rather than having AI create a painting. So I find it's a neat way to make reference images out of your imagination. So I hope you guys enjoyed this. Here is the final thank you for being a part of Monet cafe. If you haven't subscribed yet I hope you will become a patron if you'd like and as always God bless and happy painting.


Do you like Topeka? Yup. Okay. I like Topeka.  Corbin. I am Ashley. I am Alexis. I am Rick. Oh, it's my job. Okay. And today, you'll follow us on Instagram! Twitter! Come on, juicy content. It's so juicy. Yes it is. It's so juicy. By the way, it's on our official Twitter account right here. Twitter. Lots of juicy inside content there. Also polls. Ew. Juicy inside content and polls. Juicy polls. Oh my god. Yeah! But today we're doing something a little a little different. We are Topeka. We'll be teaching a We are Topeka. I love Topeka. We're Topeka. She'll be teaching us some Hindi slang. Oh. So that's exciting. Sweet! Wait, I've watched this video. You've seen it?  Get out of here! You can't watch it. We like Topeka. Hi, I'm Topeka Padukone and I'm here to teach you actually I've been asked to teach you guys some Hindi slang. She's so beautiful. So you ready? Yeah. Bidu. Bidu. Bidu. Bidu. Bidu. Bidu. Bidu. Bidu. I think it's like bro. What's up Bidu? What do you say bro? What's up Bidu? It's the bro equivalent. Brokada. Brokada. Cash. Brokada. Chakas. Chakas! Chakas is an emotion. I don't know how to explain it.  Like amazing I think. No, he's not. Super. Superlative. Amazing. Kabab ne haldi. You two made me bone in a kabab but you would actually use it for like if two people were going out and there was one person who just kept tagging along with them that person would be called the kabab ne haldi. It's like a third wheel. A third wheel. Kabab ne haldi. Hold on. We should try to pronounce it. I agree. We should. What? What lagai? I don't know. Am I correct? I don't know. I don't know what people are talking about. Am I correct? It just sounded correct. It was really good. One lagai. Let's see. What lagai is when you're screwed?  That's better. What lagai. Chickney. Chickney? Yeah. There's one right there. Chickney. What does it mean? No idea. Chickney.  The knee bone? Chickney. Like attractive or cute. But in a slang way. Like someone who you think is pretty. Bindas. Bindas is someone who is like easy. Easy peasy. Relaxed. Chill. Hot cake. Hot cake. Well, it's a hot cake cut in half. I was going to say hot cake. I think it means hot cake. But. But. Hot cake. You have a hot, hot cake. Hot cake. Nice hot cake. Hot cake. Hot cake is a situation or a person that's very different. That's a hot cake person. So that's a very different person. Or an unusual situation. Auntie. You usually call any lady who's older than you. But I think a lot of youngsters call a lot of their peers who they think are not cool. Auntie. Fatu. Fatu. Wasn't there a film called Fatu? I don't know. There was a film called Fatu. I bet there was somewhere. Like someone who's just scared and doesn't like to take risks. Someone who's always afraid. Chirkut.  Areyar. Oh come on. Like get with it. He's an alcoholic. Oh that's Corbin. Yes. Aalide means like to give me my space. Aalide. Jai ho. Jai ho. You know that one from Slumdog. But. I'm not saying what I just thought. Okay. That makes for a great reaction. Jai ho. Like in a way of celebration or victory. Slime. Yeah technically.  That person would be called Dahanzu. Dahanzu. Dahanzu. Dahanzu. Yeah that's the command. That's a drunk man telling somebody to dance. Dahanzu. Is that the big B thing? I think that's amazing. Like if something dance really well you'd say Dahanzu. Thanks for watching. I hope you guys learned a little something today and we did. I had fun. Bye Topeka. We learned that you're always flawlessly beautiful Topeka. She's just so beautiful. She's so dressed too. And you know what makes her pretty is her personality too. I'm serious. But she has a great personality. No. It shines through her eyes. So reactions? I like slang. I like slang. These videos are a little weird to react to because I mean cool Topeka's great. She doesn't even know if she was correct. I know. She's holding the iPad. She did a really good job with that. But you know what I love? Hearing the nuances in where they place some of the D sounds in their mouth. It's toward the back a lot. They're way more like most things they're more complex than us. You enjoy yourself over there Corbin Miles? I think it was a terrible joke about what you just said earlier that I didn't say. I said something that made you do the terrible job. You said the D was in the back of the mouth. I didn't say. I said, I don't know the D. I don't know. But it's the D. the D. the D. the D. the D. the D. The D. the D. the D. the D.


And we're live. Hi. Hi, Nicholas. This is Nathan Brookwood. I'm the founder, principal analyst, and research fellow. A lot of big, long title. At Insight 64, where for the last 22 years, I've been following the semiconductor industry with a little bit of a focus on processors, but I actually look at platforms and systems as well. So I have a pretty broad range of things that I'm trying to follow because I get bored easily. But there's so much stuff happening in this industry.  And the US is trying to get the sovereignty back with making the chipsets in the US. Do you think that that's not like a piece of cake? How are they going to even try to do that? I think that's a lost cause, actually. Intel, of course, still maintains pretty close to state-of-the-art fabs in the US. Global Foundries has a large fab in the US, but they gave up on trying to pursue the really state-of-the-art 5 nanometer, 3 nanometer, and so forth. They're really focusing on niche markets. And so there isn't much of an infrastructure other than for Intel supporting semiconductor manufacturing in the US. And these fabs are now costing close to $10 billion to put up. So when somebody says, here, take $20 billion and give me an infrastructure, they're not going to get much of an infrastructure with that. And I think at this point it really makes more sense for us to make sure that the supply channels, the supply chains are clear and that we have the right relationships, particularly with TSMC and Samsung, because I don't see an easy way for the US to catch up. TSMC is like, as a monster, is huge, right? It's huge. And they grow up a new fab in about 12 months from groundbreaking to production. Intel takes 24 to 30 months to do that. And so for TSMC, they have focused strictly on semiconductor manufacturing. They've got a good name for that, right? And they are, you know, in semiconductors, volume is everything. If you have the highest volume production, that means you're going to have the lowest costs and you're going to be able to improve and go to the next process technology faster than your competitors. And if you go back 10 years ago before smartphones were really a big thing, Intel had the largest manufacturing volume and that gave them the ability to lead in terms of process technology. Nowadays, TSMC, because of their relationship with companies like Apple and Qualcomm, has much greater volumes than Intel, and that gives them the ability to bring up a new process every year. You know, the iPhone, the chips that TSMC makes for iPhones and tablets are on five anatomy now. And that's awesome technology. It's going to be pretty hard for anybody to catch up with them. It's especially hard right now because the industry is undergoing a transition in terms of the lithography technology to use for the smallest features, going to something we call extreme ultraviolet, which helps in getting five nanometer transistors placed on the chips. And they've now been doing that for over a year with some of their processes. Samsung is using EUV for some of its most precise imaging. And Intel has a bunch of these devices that are in a development lab in Oregon but aren't being used for high volume production. And until you get into high volume production, it's really hard to make sure that what you're doing works. So given that TSMC is so far ahead of Intel, I find it problematic or challenging, I guess is a better word, that Intel is going to be able to catch up. There's even a story that I think is interesting is that the EU is in talks and also the EU is panicking a little bit and saying, hey, everybody is like going into all these trade wars of the last four or five years and blocking who gets chips and who gets what. You know, like Taiwan is not really supposed to be part of China, right? But I would think that China has some kind of influence in terms of telling them what to do also. They shouldn't just supply the Americans when the Americans are blocking the Chinese. Something like that. Well, I think that all of these geopolitical considerations are becoming more and more worrisome. You know, when China took over Hong Kong back in 97, they were very proudly proclaimed one country, two systems to cover the fact that they were going to keep the democracy aspects in Hong Kong going. But we've seen how they've been clamping down a little bit on that over the last five years and that's worrisome. And they also, mainland PRC still thinks that Taiwan is part of China and at some point there may be some sort of clash. On the other hand, the Chinese are very practical and they would not, I think, if they did intervene in Taiwan or want to kill the goose that's laying the golden eggs or the golden chips. And so that would probably continue on pretty much undisturbed. When I look here, it even shows that Intel is panicking that they're trying to get TSMC and Samsung to make some of their chips because maybe even Intel has some issues delivering to capacity. They've been struggling with the most advanced semiconductor technologies. And this is no secret. They were supposed to be on their 10 nanometer about three years ago. They're still not really there in volume. And in fact they have taken some of the chips that they had designed using their 10 nanometer design rules and back ported them to work on 14 nanometer processes. And when you do that, you give up the advantages of smaller denser transistors. And so that makes Intel less competitive. And I think we're going to see that more and more over the next year or two because AMD who threw in their lot with TSMC three years ago now has a real process technology advantage. Over Intel.  They brought back Pat Gelsinger, who is clearly a very smart technical guy and an astute business person at this point after his seasoning at VMware. And we'll see what he can do. But it's not just the guy at the top. It's the whole infrastructure inside the company in terms of the technical talent in both design and manufacturing. Lots of which has slowed out of Intel over the last few years. And so Gelsinger is going to have to do a lot of rebuilding in order to get Intel back into shape. So here's, it says Intel's new CEO says trouble chip project is recovering. There's, there's a lot of articles about this new CEO. A lot of things to say. Do you mind trying to click next to the mute button?  Yeah, turn it off. Yeah, because I think it's, it's going up and down on your volume. How's that? Yeah. Okay. That's good. Now I think you're in a fixed volume and it's not going to mess around with it.  You can keep that on. That's good. Okay. Yeah. So what do you think about this news Intel CEO? Gelsing, excuse me. Gelsinger is the right guy at the right time. It was really a shame when he left Intel, but having been out of the company, I think he has a lot of regard inside the company, the employees like him. And having been outside, he now understands a little bit more about the challenges Intel faces competitively. You know, when you've been in the company as Pat had was for, for 20 years before he left, you sort of, you know, get into the group think about how Intel is, you know, the only company and nobody else can do anything right. Now that he's been outside for five years, I think he sees that there are a lot of other people who are doing some very clever things. And so he can now, when he repositions the company, I think it will become more competitive, but it's going to take a very long time. And as I said, I'm not sure that Intel trying to rebuild its manufacturing chops is the right thing. If I was in charge, that would be scary. If I was in charge, I would seriously try to find a way to unload the manufacturing capacity to some other third party or sell it off to people who need those tools. And rely entirely on TSMC, maybe a little bit on Samsung, rather than trying to do it in house. Because they've had issues getting down to the 10 nanometer, they've delayed it for three, four, five years. And then it's hopeless for them to get to seven nanometer. Well, I don't know that it's hopeless. But it's certainly challenging. And meanwhile, every year, TSMC moves the bar a little higher.  And that's why I just don't think it's a good idea to try. I am reminded of what happened to Intel in the mid 1980s, when they still had a lot of their business relying on the sale of memory chips. And the microprocessor had started to take off, but it still wasn't really making, couldn't support the company by itself. And Andy Grove and Bob Noyce looked at their strategic situation. They concluded that they couldn't compete with the Japanese in terms of memory production. And they decided to get out and put all of their efforts into microprocessors. Now, looking back, that was a very wise decision. Although at the time it seemed kind of gutsy because there was a whole division that was making memory chips who wasn't to be needed any longer. And I think channeling Andy Grove, if he came back today, he would look at Intel's situation and say, hey, why are we knocking our heads on this manufacturing wall? The game is no longer about manufacturing. The game is about designing and being innovative in terms of design. And we know how to do that pretty well. So why don't we just get rid of this boat anchor called manufacturing, go to a TSMC and become more competitive in terms of our products. That was something AMD did. And I think it's a path that Intel could follow. I would think that you quoted as an analyst source in this article talking about the M1 Mac. Maybe the issue is that they keep trying to do AX86. They should just give it up. Maybe it's easier to do a 10, 7, 5, 9-meter when it's ARM because it's a more simple architecture to fab. I don't buy that at all. An ARM chip today, if you look at what Apple is including in the M1 or any of the larger ARM chips, even some of the larger ARM server chips that are coming out from people like Ampere, those are very complicated chips. And the fact that it's an X86 versus an ARM has very little impact in terms of the ability to manufacture it. And that's why, for example, CSMC can manufacture, and the same factory probably, ARM based chips for Apple and X86 based chips for AMD. So it's not so much the instruction set architecture that makes it hard. It's all the other things that you need to do in a modern semiconductor foundry, being able to handle the analog components of a chip, the digital components, large integrated memories, and so forth. That's what makes these chips hard. And the fact that it's X86 or ARM is really in detail at that level. So the best in the world are TSMC and Samsung. How about Global Foundries? What's up with them? Well, Global Foundries decided about three or four years ago that it was too expensive to try and maintain their position on the leading edge with regard to semiconductor process nodes. And they were playing with EUV. They were working on smaller transistors and so forth. But they just didn't have the volume that a TSMC or Samsung would have. And therefore they decided to abandon the pursuit for leading edge technology in terms of geometries and focus instead on things where they felt there was a good market and where somebody who could deliver consistent quality for customers who didn't need that leading edge would be able to succeed commercially. And they therefore pursued their silicon on insulator technologies, SOI, and some of the other niche markets, communications being a big one, where the process geometries were not so crucial. And they've been able to make a business out of that and compete effectively really with companies like TSMC in those sections of the market. And they've done that with much lower investment requirements for tooling. But I mean, in the beginning of our video, we were talking about Joe Biden and his issues and EU and their issues. But don't Samsung have really, really good fab right now in Texas? Is it where they're making all their five nanometer stuff right now? Actually, Samsung is making most of the five nanometer stuff in Korea. The fab in Texas is focused primarily, I think, on digital logic, which is the SOCs that they make for smartphones and such. But they have, must be more than half a dozen fabs scattered around the Seoul area that are also on leading geometries, both for memories and for a system on chip and microprocessors. So Samsung has diversified a little bit in that regard, but they're still heavily concentrated in Korea. So we, the whole world, the planet, all the humans are at the mercy of Taiwan and Korea. Or is that what's happening? Or like if the China gets angry, they can start blocking what comes from TSMC? I hate to think that that could come to pass, but if it did come to pass, I don't know that we'd have a lot of capability to resist it.  Like it's not going to happen. There's no chance that they're going to make cutting edge fabs in the US and Europe. Yeah, I think that's, that's a bet I'd be willing to take. I don't know if Joe Biden is willing to take it, but I just don't see how the US can rebuild an infrastructure for leading edge process technology. It sounds very defeatist, I'm sorry. I saw, I saw your comment on LinkedIn where you, you, somebody was talking about the chipset supply shortages. And, and you said, hey, but isn't that like just a planned out years ahead? And why are somebody skipping the line or what's happening? Why are they didn't know they needed so many and that they only placed the order recently? That's why they're not getting them, right? That's my view. I know another analyst commented that he still thought it states it was helpful to be on TSMC's good side. But my understanding of the way TSMC works is you go to them and you say, we're going to need so many waiters, so many thousands of waiters per month on a particular process node, starting in June of X year. And TSMC, based on those forecasts, which are backed up in many cases by deposits, then goes and make sure that they have the capacity in place to deliver. And TSMC in many cases will then go and put up another fab and science bar or whatever, so that they can meet those kinds of requirements. And if you don't forecast accurately, if you under forecast your needs, you may very well find yourself not being able to get all the waiters that you want when the man picks up and it's over what you forecasted. That's sort of the way a system like this should work.  And if for any reason you didn't have the right capacity, then you wouldn't be able to deliver as much product as maybe your customers wanted. And in fact, that's happening with Intel. Intel's had some product shortages over the last year because they didn't have the capacity in place, primarily because they still never got to the tenant enemy. And so they needed to make more stuff on 14. And that created Intel chip shortages, which created up more opportunities for AMD, but AMD couldn't get the waiters either from TSMC. And so people were then fighting over the chips, either for GPUs or CPUs. And you're seeing that the actual price erosion for many of those products has slowed. People are now willing to pay a less price in some cases, whereas before they needed or demanded and often got tremendously steep discounts. So in this, and again, hey, market's supposed to work this way, right? When there are shortages, prices go up or in the case of semiconductors, they don't go down as fast. And then, you know, eventually capacity is added, people change their forecasts, TSMC goes and builds another factory, and all of a sudden we have overflow and then prices come down. So here it says on this article, Anchil Sag is talking about the 37 billion down payment. It's just a down payment and it's not going to be enough. But what I'm thinking is, okay, 37 billion. It's a bunch of money, but it doesn't take years and years and years to get anything done in this. So it's not even going to be done by the first term of Joe Biden. No, definitely not, definitely not. And maybe the thing that maybe will nationalize the semiconductor industry and the government will buy these from Intel, I don't know. I think that's a good idea. That would be nice. Yeah, for Intel, let's assume they wanted to take my advice and get out of manufacturing. Then the question is, who's going to buy those factories? What are they going to do with them? And, you know, it's not easy to convert a fab that Intel built and they all look exactly the same. Every Intel fab on the inside is exactly the same as all the others. That's as a result of a philosophy they've had for decades called copy exactly. But then to change an Intel fab to a TSMC fab is would be a challenge because things are not laid out the same way. The flows are probably different. Some of the individual tools they use are different. And therefore it would be complicated to do. Now, maybe if you knew you were going to be converting the fabs in Israel and the fab in Ireland and the fab in Oregon and the fab in Arizona, then you might come up with a way to do that if say TSMC wanted to take those over and operate them jointly with Intel or whatever. You remember this video we did a few years ago? Yes, that was in the days when we had real meetings with real people. Yeah, that was in a pre-Noah's artwork, what's it called, the thing we're doing right now. But what about the topic of that video and it got 12,000 views was that Intel was going to make 14 nanometer arm processors. It was basically those Altera FPGAs at that time. So I've always thought Intel's main mistake over the last 15, 20 years is that they only play around on the side with ARM. They don't put their logo on the very big performance, the top level. They should put their logo on five nanometer arm processors and provide them as an alternative to the MacBook M1, right? And give all these Windows laptop makers an alternative to Qualcomm. Well, first of all, you'd have to have a functioning five nanometer process and they're a long way from that. Secondly, it's not clear that Intel can be successful selling non x86 processors. I've always said that the criteria for success of a product line at Intel is that it has to be x86 compatible. That's a sort of necessary but not sufficient requirement. And then it also has to be able to compete in the marketplace against all the other available options, including ARM, including AMD, including in some cases, power PC. And every time Intel has straight from the x86 at the base of the product line, it's gotten his hand caught in the ringer. Gitanium back in the 90s and ox, they had strong arm that they acquired from digital equipment and couldn't figure out how to make that product line successful. What else? They played with alternate architectures, the 960s, the 860s, and so forth. None of those achieved anything like the success or even the sustainability in terms of ongoing sales covering the cost of development that their x86 franchise has generated. And that's made it very hard for them to break out of that of that of that category. Yeah, the image we have here in the background is actually in a, I think it was an arm, an arm processor that Intel was doing in partnership with the Rockchip. A few years ago, there was a strange project that had going on. But if I get to your rate here, there's another huge thing happening. There's a giant giant 32 billion or $40 story that the Americans were going to take over the arm processors. I hope you're still still connected. I'm still connected. Oh, that's the idea. Yeah. Yeah. So yeah, your image kind of froze. Maybe can you click on stop video and then start video again. Right there. You see it. Yeah. Hopefully I can get you. I'll just try to do like this. Okay. Hopefully you'll be back. But I can hear you. Right. Okay. Yeah. Maybe maybe you can change the resolution to try to 720p or to the, or down to six 360p. I'm not sure why the camera is not coming through. Potentially 360 360. Oh, there you are. Okay. Cool. Okay. Yeah. You know, I'm a, my website is called arm devices.net. Your, your company is inside 64. So it means 64 bit arm. Right. I'm joking a little bit, but there's the arm is like so huge. It's insane how many billions and billions of arm processors are just shipping daily or not daily, but it's like huge. Yeah. It's like 400 arm based chips a second is the latest statistic I saw in terms, I think from arm arm releases that, that number every once in a while. And I remember three or four years ago, it was 60 arm chips a second, which they referred to as 60 Hertz. Yeah. And that was 400 a second. But there was this thing that happened the week after Brexit, which I thought was hilarious, funny or weird. Right there, they vote Brexit, the British. And then Japan soft bank comes in and buys arm at a discount kind of, because the British pound was hurt in that week or something that I don't know. It's like he kind of got 20% discount. I don't know if that's the reason or not, but I also think that the guys in arm were thinking, Oh my God, the whole thing is crashing. Let's get out of here. Because Brexit is a funny story also. But then now it's going over to the maybe the Americans, the Silicon Valley is trying to buy the arm. This is the Nvidia arm deal. Yes. And the other one where I've taken the position, not that anybody pays attention to my positions, that it's a really bad idea. And I am very, if I was the European Commission or the Federal Trade Commission or a Department of Justice, I would definitely not, or the Chinese people, all of them have to sort of approve these kind of mega deals. Not good. Don't do it. And we'll see whether or not it actually goes through. And my logic there is really very simple minded. Arm provides technology to a number of companies, hundreds, thousands of companies in the information technology arena. And I believe it needs to be like Switzerland, a neutral party who can sell to any of those companies without compromising what they do or what their other customers do. And when they were based in the UK and they really didn't make any hardships and sales, they just sold the IP to third parties. Everybody more or less had access to that technology and nobody had to worry about, hey, are the Arm guys tilting a little bit more toward Qualcomm or toward Samsung or whomever because they were not selling to anybody who competed directly with Arm. They were all customers. And if we have a situation where NVIDIA does acquire Arm, then if I was an Arm customer, I would be very skeptical that NVIDIA, that Arm was not telling NVIDIA what we were planning and allowing NVIDIA perhaps to counter that to their own product developments. And so we talk about Chinese walls, but I don't think those Chinese walls are impermeable. So in my mind, Arm really needs to be owned by a neutral third party. But as a European, I would have hoped that we would own the future, control what's called the destiny of everybody and it would just be in our... Because Europe has so little. We don't have the Googles, we don't have the Amazons, we don't have Facebook, we don't have anything, we're just consumers of this stuff. But we actually invented Linux, we invented the Arm, we invented the Web, all the stuff that everybody uses all the time and it's worth so much, but it's like we're giving it away for free. And even the Arm chips have always been on a very affordable little few cents per chip. I'm not saying it's not been profitable, it's been hugely profitable, but it's not like the Silicon Valley-style business model where you become multi-trillion-dollar companies. Well, but when you look at it, if you're looking at it that way, Google gives away most of their stuff for free and they've gotten pretty rich. So it's not an issue of Arm only getting a few pennies per chip, it's how many of those chips and when they're going out at the rate of 400 a second, the pennies kind of start flowing in at a scary rate. Basically, there are lots of different business models and from my perspective, Arm really needs to be an independent entity. If SoftPent doesn't want to own them anymore, oh gee, they need to find somebody who could own them and still be independent. For example, TSMC. TSMC and Arm, I could see being a marriage made in heaven because they both only provide technology to a range of companies and they don't compete with their customers. TSMC is very clear that it does not compete with any of its customers, unlike, say, Samsung who does. Samsung makes chips and they make phones and they make everything that uses the chips and so even people who want to use Samsung as a foundry are a little nervous because Samsung Foundry is not a completely different organization from Samsung, the microprocessor company, or Samsung, the cellphone company, or Samsung, the consumer electronics company. So you're basically saying that the Chinese should get Arm. I'm joking. Well, TSMC, which is not quite Chinese, or maybe the UN can take it over, who knows. I think we were just seeing that the EU is saying they have issues and they want to have some sovereignty and stuff and the EU should jump in and say, we will take it, we will take care of it or something. I don't know how, but because the bureaucracy of the EU is not really super effective, but they could put on the money and say, hey, just keep running in there of where you were. I know it's not going to work. There was Brexit, I'm sorry, I forgot. Yeah, so I'm not totally sure what's the solution. Yeah.  I don't think China is going to agree to any of that, not even remotely. There's no way can I defend what the US is doing with Huawei. I think that's a huge strategic mistake. And hopefully the Biden administration will be a little bit more clear headed in that regard, as opposed to the Trump group, which basically really was trying to stick it to China. Yeah, so there's another that you were on your LinkedIn talking about Pat arriving to his building. And right here I saw something that you're talking about, the benchmarks for AI. There's this really interesting chip company called NVIDIA that belongs to Qualcomm now, right? Yes. And it's maybe there's some other arm chipsets that are really focused on accelerating the AI for the cloud, for the supercomputers and everything. Well, I think the entire shift to AI has created new opportunities for companies who are trying to optimize products that are good at either inferencing or training. And what we're doing with artificial intelligence these days is just mind boggling. When I was at MIT in the 60s, I actually took a course on AI from Marvin Minsky, who was the father of all this stuff. And so I've been interested in that for a long time. But you know, until we came up with the deep neural networks and hardware optimized for the convolutions, AI really was not with more of a curiosity than it was meaningful technology for solving real world problems. And that's just completely changed in the last decade. And as that's changed, then that's created opportunities for the new vias and so forth to go ahead and build machines that have specific features that make the AI software run better and do more computations with less power in order to advance the state of the art. And that's going to keep going on. And I think we're just scratching the surface now in terms of what we can do with that. Again, as I say, mind boggling. And if I may put two things together, like there's AMD benchmarks, one of the things you liked on the LinkedIn, and it's just AMD, AMD, AMD, just way in front of Intel. So AMD has been having a good strategy in the last couple of years or? Oh, AMD's had a phenomenal strategy. And you know, it's one of these things where I think necessity is the mother of invention. So when AMD was planning its reentry into the high performance markets back in the 2015 year or 2014 era, they wanted to be able to build chips that could be used in servers as well as desktops and notebooks. And they didn't see an easy way to do that by creating lots of different chips. And so their first generation of the Zen generation, which came out I think in 2017, was designed so that they could use some of the chips that would go into their desktop and mobile processors and can put several of them together inside a single multi-chip package to create a server. And they really pioneered what today we regard as the chip-lip approach.  And in semiconductor manufacturing, you can make a lot of little chips to cover a given area of silicon a lot less expensively than one big chip that would provide the same number of transistors. And so they did that because they had to, but it turned out to be the right thing to do because it's, you put them on a development arc where they now have up to nine chips I think is the last count in their Rome processors to provide up to 64 processing cores and lots of IO in a single server chip where Intel to get that kind of capability needs to have one large chip which is much more expensive to manufacture and doesn't cover the entire range as effectively. So that's given AMD a huge advantage in terms of performance and price performance compared with Intel and Intel is still struggling because of their problems with 10 nanometer but also because of their monolithic large chip approach. And so Intel will I think change to chiplets I mean everybody else is doing it. It's been now pretty proven technology. But in the meantime, AMD is turning in benchmarks where for the most part except for some very narrow areas where one or two Intel architectural features can give Intel an advantage for the broad set of cloud and high performance computing tasks AMD is just leaving Intel on the dust. Nice, but the king of course the winner is going to be in the arm, right? When I look at this, there's the news I'm joking, but a little bit but when I look at the news right now today actually I think it's like in a few hours they're going to turn on the Fugaku the world's biggest supercomputer and it's arm powered and in Japan they're going to use it to calculate tsunamis and stuff, right? So this is also one way and Amazon has been doing some really interesting stuff they're doing a whole bunch of AWS instances on the arm of the last year. No, arm is clearly making head roads in this area the situation with Fujitsu to build the arm that goes into all of the Japanese supercomputers now those used to be powered by Spark and it must have been almost a decade ago that Fujitsu said hey, we're going to do the next generations of these supercomputers on arm they actually added to the arm architecture to embed many supercomputer kind of computational features that weren't in arm before and then they built these really monster chips to do it and so yes, for the last 18 months when you look at the supercomputer rankings there's the arm based chip from Fujitsu in the top of the stack and it's just a huge jump when I look at this thing it's nearly three times more powerful than the PowerPC number two and it's five times faster than the Chinese which was the fastest when I was at supercomputing 2017 in Denver I think that was the fastest one but this one now is five times faster It's amazing, yes and of course one of the key elements here is in order to get these kind of performance numbers you need a lot of cores and if you need a lot of cores it's really helpful if each of those cores uses less power because the challenge in exoscale computing is how to get an exoflop without making the light stem all over town so arm I think has demonstrated some real advantages in that regard compared with other architectures although I don't think that it is only the arm versus x86 that is making the difference there This is my video from two or three years ago at the NANARA Connect 2018 when they were talking about their new ARM A64FX the chip because they were of course very involved with the Linux on ARM to optimize everything for their chip so it's ready and it's kind of like launching today as far as I understand so that's happening but there's so much news there's been a lot of consolidation in this not just Nvidia trying to buy ARM but a lot of giants buying other giants Oh sure, for example HP bought Cray you still can buy a Cray supercomputer but you're getting it from a salesman whose business card says Eula Packard Enterprise So they were competitors? They were competitors, yes and so the world continues and it's unlike the universe which is continually expanding we have the semiconductor and the systems world in which a small number of vendors continue to acquire all of the companies that are smaller than them and so it's always an issue of you are either going to be the acquirer or the acquiree and so I think in many boardrooms looking around saying, hey who can we buy or who do we have to worry about defending ourselves when they want to buy us Alright and there's so many other topics to talk about I have one of your research papers a recent one What do you say in this one? Well there's a trend in enterprise computing these days called hyperconverged infrastructure I don't know if you've come across that in any of your other interviews but it's basically a way of being able to use a small number of computer systems to provide aggregated performance and ease of management the real challenge that a lot of data centers have these days is how do they manage all the machines and distribute workloads and so forth and hyperconverged infrastructures are a good technique to simplify that and as a result it's still a relatively niche market today but if you're talking to IT departments if they're not considering or looking at HCI then they probably should and this is a in partnership with AMD you did this one so are you talking about the epic AMD taking over some of the Intel Z on stuff Well AMD certainly is hoping that the advantages that they bring to the server market in general can be exploited successfully by companies who are selling these hyperconverged appliances companies like Nutanix VMware and such and they've been working with those software suppliers to optimize the features that are in each generation of epic to improve the value proposition for HCI in fact just talking to them recently they're planning to come out with their next generation server processors which are known by the code name Milan I got an email this morning saying they're going to make an announcement about that next week and they are hoping that with Milan they will be able to compete across the board with Intel in terms of delivering superior price performance, superior performance per watt more scalability for things that go into hyperconverged infrastructures so we will see whether or not they can convince their OEM customers the HPs and so forth Dell is very big in hyperconverged environments because Dell Dell owns a big share of VMware and VMware is huge in hyperconverged environments so AMD who's always had a very strong relationship with HP did I say that right? AMD has had a strong relationship with HP and AMD also now for the last few years has had a pretty strong relationship with Dell so they're hoping that these new Milan generations can flow into those companies server lines and in particular those companies are hyperconverged infrastructure optimized servers so that could be a big game changer since right now Intel has like 99% of the HCI market it's not an alarm about the end of our interview no I hope it's just the time you have I like to say that I share my office with a clock store and so anybody who's on any kind of calls with me usually here's times going off all the time are there Swiss cuckoo watch? no most of these are German movements as a matter of fact but the Swiss movement is the best right? I'm joking okay no because I'm Swiss so no I'm okay maybe you can talk a little bit about how many different research documents do you have like all kinds of things planned out or you published stuff before about all kinds of different topics recently? well you know I have being an independent consultant I have a lot of options in terms of how I spend my time and at this point in my life I'm actually spending less and less time worrying about semiconductors and more and more time worrying about where I should go on my next trip when we finally get back to some sort of normality and hey I had to both of my vaccinations so according to the CDC this morning I'm actually in pretty good shape I can go and see grandchildren or whatever but I do you know because I find the industry so intellectually stimulating I do keep track of what's going on in terms of actual gigs to monetize my knowledge that's becoming less of a priority for me alright so basically now you can go to the supermarket without wearing a mask hey yes although I just got a new mask I don't have it here that has an embedded LED display that you can program you can have it say I'm vaccinated that's exactly what I'm going to do alright so that would be oh you can sell advertising space the space for sale I wonder what what Nuvia is going to add to Qualcomm because as I understood it was like in the servers but it sounds like it could also be like helping Qualcomm make better chips for laptops and desktops because that's the thing that I've been hoping for now with the M1 it's such a I'm using the MacBook M1 right here and so far I'm not crashing I mean I'm crashing everyday a little bit of course but that's more because of the Mac OS you know the challenge I think for the M1 is being able to run Mac applications that have not yet been ported and optimized for the ARM environment and I think that's going to continue to be a challenge until that conversion is through and similarly Qualcomm has been trying to convince people that an ARM based PC running Windows 10 is a good choice and there I think it's even more problematic that you will be able to run the entire repertoire of Windows applications successfully so I think there's still an emulation problem that is going to exist for a while for example right now I'm in Chrome on my MacBook M1 but I'm experiencing bugs every day pretty much like a bunch of weird stuff like the video doesn't show up or I have to go over to Safari to see something a little bit weird and that's with a Chrome that's supposed to be already optimized for the ARM and then when I use my Windows 10 on ARM Qualcomm laptop of course the only Chrome that I can do is the one that I have to emulate from x86 there's not even a real Chrome yet, there's only Edge or Firefox and I'm not even starting to talk about getting support for all the Adobe apps or something like that, that's not even started on Windows supposedly there's some beta and it's going to eventually maybe happen on this M1 that's the very positive thing is that Apple has a tendency of pushing people around in the way that they want and they're definitely going ARM forever so they're going to push, they have trillions of dollars in the Swiss bank account or Irish bank account so they could encourage people to port all their apps now or the US government could just seize all those trillions of dollars and that would help pay off some of our national debt Yeah, they should just take the Apple money to pay for the 1.9 trillion dollar stimulus H&K, pay your share, yes Yeah, I think that would be fair that would be great Yeah, so there's always this kind of talk also sometimes that well this is just a patent dispute but usually there's all these other things that's again in politics where the different governments are going off the big tech in some kind of way trying to put some slowdown Yeah, but in that Intel situation this was a company that bought some obscure patents that Intel was infringing on and then they brought a suit and they pursued that infringement for a while and the most recent thing coming out of this West Texas district court which is known to be a very patent troll friendly court came out with a ruling what is it, 2.86, 2.6 trillion or some humongous number I've never been a real fan of companies that buy up intellectual property and then pursue people who are violating them and in general when somebody comes to me and says hey Nathan how would you like to be an expert witness for us we're suing Intel to do because we think that they're violating our patents in general I say I'd rather not I don't really like that particular business model but you know some people do and every once in a while they win either in court or they get a settlement out of court so the nice thing about the semiconductor business in general is there are lots of different ways to make money and you can make money by inventing things you can make money by selling your inventions to other people who can then utilize them and hey whatever works for you but again often in the case like this particular one with Intel my guess is and I have not looked at it in detail Intel designed their chip using features that were either generally known at the time or that their engineers came up with independently and they accidentally wandered into an area where somebody already had a patent and you know you can't research all of the patents or how a particular design could infringe on everybody's patents because that would slow your design to keep cycles out tremendously and so what you do is you design so that you don't think you're infringing anybody and every once in a while it turns out you did as a matter of fact Intel as a result of that exposure often tries to achieve or enter into what they call cross licensing agreements with anybody who any other manufacturer has an actual property so for example Intel and AMD have a patent cross licensing agreement at various times they've had big battles over what was covered in that but because they do have those cross license agreements that means that for the most part if AMD came up with a really clever circuit trick in one of their products and Intel independently or even independently used the same trick then neither company can sue the other and Intel calls that design freedom because they don't have to worry as much about infringing other intellectual property they've had those agreements with most of their customers and many of their competitors for years and the only problem that people who try to have those cross license agreements to cover them encounter is when somebody who doesn't actually make products and doesn't need any of your patents or doesn't have to worry about infringing your patents comes along and that you discover they're infringing one so that's when the intellectual property owners with who are not manufacturers can in fact challenge Intel and sometimes win in court alright and this was more in the consolidation area the silence 35 billion AMD just has I guess they're a little bit successful the stock grows like crazy over the last three four five years and it's a little bit the same thing that happened with Nvidia they went from being valued 30 or something billion to 300 billion or something like that and that's how they can just start to suggest that they want to buy ARM and now AMD is talking about buying silence I wonder if they will take these FPGAs and put them in some of these future AMD chips oh I think clearly they will I'm not sure if that deal has gone it's been approved yet by all parties but unlike the situation with Nvidia and ARM if AMD were to acquire Xilinx I don't think that any of Xilinx's current customers would worry about AMD tilting these Xilinx roadmaps in ways that would be what's the right word that would disadvantage them regarding with regard to Xilinx's other customers and so from that standpoint that makes sense and there are a couple of things that are going for that acquisition one is that Xilinx is a big player in the 5G infrastructure market FPGAs play a big role in 5G infrastructure in general because you have very critical real-time performance requirements and the standards are always in flux so you want to instead of building an ASIC to do switching say for a 5G base station you throw in an FPGA and that way as the standards evolve you can just download a new code so FPGAs have always played a big role in 3G, 4G and 5G infrastructure AMD had no exposure basically to the 5G market and so buying this gives them access to the 5G providers who are building, deploying 5G infrastructure base stations in particular all right if you don't mind I just opened this interesting funny article it says 2021 will be calmer year for semiconductors except for Intel it's kind of like a funny title I guess they talk about consolidation as much as we want to say boy Intel is really in trouble the fact of the matter is their factories are all running at 100% capacity their customers are begging for more people can say oh yeah they really screwed up on 10 nanometers Intel is doing okay the money is slowing in and an alarming rate every quarter seems to be bigger than the previous quarter and so even though they're struggling with some leading edge technology their customers are still buying and that's really the crucial thing so I think even Intel is going to have a good year in 2021 nice so you're looking forward to a network with all these guys again over there in the Silicon Valley where are you based? I'm in Silicon Valley I'm in a little bedroom town called Saratoga that's just on the western fringe of San Jose Silicon Valley and you know I run into some of these people in the supermarket Do you know all these guys that invented all this stuff? Did you meet them in the last 22 years? Well I would say that I know all of the people who are in the analyst community as a matter of fact I was on a call this morning with a number of analysts and we all recognize each other's voices and we all know well here David's about to talk he's going to give us some sort of really erudite very techy kind of question and so forth Do you publish those analyst calls? No no as a matter of fact these analyst calls are basically done on an NDA basis to alert us when some new important developments are popping around tonight today that I can't tell you about It's exciting every day what happens and this year is going to be a fun year This year is going to be a fun year and hopefully not on wood we will get back to a situation closer to normalcy and it couldn't happen soon enough And meet at the Santa Clara Convention Center for something Yeah well you know what they've done is they've repurposed so many of these convention centers to be massive vaccination centers Yeah alright Okay good talking to you again Thank you so much thanks for an overview so we can understand all the stuff that's happening there's so much stuff happening it's huge very good looking forward to doing it again sometime Thanks a lot and thanks everybody for watching


I'm Rick you saw the title we are re-reacting to Om Shanti Om to remember how much we didn't know so there's no how much we remember this has been highly highly requested for us to re-react we reacted probably six months in I think very very early on wait we knew we knew the Abitabh Bachchan and Amir Khan that's it yeah if you haven't seen our full original reaction to the song I will link that yeah I think throughout the whole thing we're just kind of like on it's a one we really enjoyed the song and we thought it was a shampoo commercial yeah but if you'd like to see our original reaction to the song that's our first reaction ever to the song I will link it down below because this is possible it might be cut up this is gonna be more of a we're gonna try to guess go down memory lane and memory lane and all we actually recognize now see who we can recognize yeah so if you want to see everybody we didn't recognize go watch the original because somebody did edit this so we'll have a few seconds when they enter okay try to figure out who this is got it I think once again I think we got like three people tops last time last time I think that would be bad so and we apologize at the end of it I think we're saying sorry guys because I think don't know who they are everyone in the industry is in it isn't that yeah but it's a great song so I'm excited actually me too it's possible this might be cut up I don't know yet but you we've literally already reacted to this before so if you'd like to see the very rare second reaction yeah it's been a highly requested so many people have asked us to come back and revisit it I'm kind of glad that we did see this early on I didn't have a clue and then we get to come back and see how much we grow it's such a good song it is crazy crazy catchy okay here we go every one of those people got no Ronnie McGurgy we did not get that one we did not get Ronnie McGurgy last time yeah yeah we didn't know that and we don't know now okay I don't know that they gonna suck super steady I wouldn't have gotten it but I you know why because we've seen them in films they did 35 years ago it's going terribly there so well in the beginning I felt really good about our chance okay we don't know them we don't know them we don't know them no don't know them either so we get a pass again I don't know that guy right now you think everybody's crazy no we know him but we haven't seen a film of this box on what that's not I don't think so SRK is a great man thanks rusty we did much better way better but also I think it's still less than 50% yeah we're still disappointing I don't know how many but to our credit the majority of the ones we can't recognize are actors and actresses that we know from trailers and things we've seen that are like 50 years old so there was no really you pass and there was no Dylan no well expecting one of them you'd think there was a Rishi considering how much you were calling out Rishi well there was no big B Rishi I would have recognized Dillop maybe not because obviously he would have been much older exactly because I think he died at what 90 95 I think yeah but Rishi out it cuz I know what Rishi looked like yes towards the end of his life yeah but yeah I thought I thought they were more I actually thought there were more people in this than there are that we agree me too but there was a bunch of young people that I was like I don't we we didn't know Salman Khan safe Ali Khan and or Sanjay Dutt now Sanjay Dutt makes sense well so and then Salman makes sense but it's only come someone really doesn't make sense because he's is still a huge star that we should have the three not I've seen his film yet but I feel like I feel like we would have known him it took us a real we were real dumb yeah and it took us a while to finally get to something with some because it was the Pakistan it was all Amir Khan for months yeah but yeah we got we got a there's some that I'm still pretty mad that we that we missed we should have got we should have got pretty easy to should have got what's her name a couple of the girls in here the other guys I'm not a friend with other guys yeah I don't know from the 90 the girls from the 90s that we've seen a ton of their video that we should have gotten case we'll do it again it's a great song though man it is a great song it's so like do they play this at weddings I feel like they do today would they know how big though are let me not everybody in this is equally a biggest star are they can't be what do you mean oh like some of the younger guys yeah some of the like they were the up-and-coming they were like the Ranveer of the day right I feel like I agree because maybe I'm wrong I would be shocked or maybe they're star kids maybe just they're like they're they're known because of the who they are maybe industry maybe but there was like no like Ranveer there was no Shahid there was no Ranveer well Ranveer would have been there was no no was it a Ziddiqi they should have been like if I was doing one I can tell you about it but there's no VJ Roz oh that's who would be in my life right be like no punk guys you're there was no Rannika Apte yeah it's just all these amazing cocky cake cake lemon was in there and cold okay cool swiss to come back again anyways that was fun near Raj Manoj yeah it was fun I hope you guys enjoyed it once again patreon probably I'm not on cut again where was Prabhu and he's all Hindi he's done Hindi stuff yes I'm shanti on how I'm actually quite interested in this film because we've seen a couple things from this and I think it's actually inspired let me know if I'm wrong by Madhu Mati because it's a it's almost a reincarnation story okay well because it's also Deepika's debut film right yeah but and they also do like spoofs on a lot of films we've seen in this like they do spoofs of like mother India okay and like I think we've seen in some of them like they grew they redo like it's almost like a comedic scene of like the end where everything's on fire right to save her right and he's running a haystack yeah so like there I know there's like comedy scenes in it from like that are inspired from Bollywood films why they have all these people in it right right right so I don't know how the film is gonna be we haven't seen it but is it a romance of qualifies for February maybe maybe I'm sure I think every SRK film qualifies for it as qualifies for February every shocked even like the ones where he plays like like Dar I feel like that would still probably qualify so probably so let us know I hope you enjoyed that we did better hopefully it was funny we did better and if it's on YouTube I'm sorry if it was cut out but you can also go react to our original reaction which is not