Tell me you ran the numbers and it's not saving you enough money. If you can't say yes to those things, get up and walk out.  I wish I could punch you in the f***ing face. What are we actually doing? Everybody write that down. What am I actually doing? Somebody ask, hey, what do you do for a living? What do you say to them when they ask you? We help people make decisions to help themselves. That's what we do. We do that for a living. Somebody ask, so what do you do for a living? I help people make a decision to help themselves. It's that simple. I love people in any way that I can help them help themselves. It's not helping you. See, listen, there's amateur salespeople that think going out and selling is getting somebody to buy in to what they have so they can help themselves. That's not the case. Pros help people help themselves.  You're going to brainwash yourself to help people help themselves. God, doesn't it feel good, man? Next time you're in front of somebody, next time you're sitting at the door, next time you're sitting at the kitchen table, you're helping them help themselves. And that's what we do. And anybody on this call right now that will understand that, that will lean into this, that will brainwash themselves on those ideas will win. Number two, how do we help someone make a decision? I'm going to give you guys some tactical things so you can understand selling and closing. Write this down. How do we get someone to make a decision? Because most of you don't know how to do this. Write this down. Keep them, keep them, underlying them. Keep them and their goals at the center of the decision. All right, everybody do me a favor. See a bullseye? Okay. There's a bullseye. In the middle of the bullseye, there's a decision that's going to need to be made, okay? It's either going to be to stay the same or to change and get the benefits. Now, in order for them to see the benefits, what are their goals? It's them, it's them and what else? And their goals at the center of the decision. What does that mean? That means, Alex, look, obviously I'm here with you today. I know things are important to you. Number one of them is going to be money, okay? Look, hey, I love you. You're great. Got a beautiful house. I feel like we can hang out and talk all day long. But one of the reasons why we're here today together, is because we want to save money. Number two, we know that things are going to continue to cost more money. That's a fact. You can't change it. I can't change it. No one can change it. It's going to keep doing this. It's going to be like a roller coaster. And it's getting faster and faster and faster.  Okay, like money in a barrel. It's like tossing money in a barrel. The reason why I'm here is because I want to make sure that the decision we make today, we keep you and your goals, you and your goals, which is saving money and being inflation-proof at the center of the decision we make today. Everybody listen to me. I know I got some amateurs right now and you're like, I don't understand. I know you don't. I know you don't. Listen to me. Selling is an art. Closing is an art. Communicating is an art. Is an art in which when you understand you will become a multi-millionaire.  Not because I said you are. Not be because this is a Zoom meeting that I'm on. But because sales and leadership will make you rich. And the more you understand it, the better you get at it. The more you become it, the more money you're going to make, the more people you're going to help and the bigger your f***ing life is going to get. That is a f***ing fact. Now everybody on this call right now understand when we talk about sales and leadership, yes, I want you guys to screw it up and kill it with us for the next five years and make as much money as you can.  Understand it's about who you become when you're on these training calls. Everybody, let's go to a place real quick that we'll go back to the training. I got two types of people showing up on the call. One that shows up like, oh, we got to do some training again. Got team call.   I wish I could punch you in the f***ing face. I really do. You know why? Because we're trying to create you to be a better human being to become a different person, to have a life that no one else even gives a f*** whether you have or not but us. So everybody lean into Spartan solar. Lean into this company. What does this company want for you? They want you to be a better communicator. They want you to be a better person. They want you to speak better. They want you to believe in yourself more and they want you to take the hard road. The one that f***ing the losers don't take. Everybody wants the easy path. It doesn't f***ing exist. If you guys can be on these calls every week, every day and you can keep changing. Notice I said you can keep changing. No one can f***ing stop you. You will be untouchable. Unf***ing touchable.   Keep running your f***ing excuses. We do not want you and we do not need your garbage. But if you're on this call and you're like, dude, I am here because I f***ing know this company is the way. I'm going to lean into this and I'm going to become who I'm supposed to become. These are my f***ing brothers. These are my sisters. These are the people that I believe in.  If that's you, good. You're in the right place and listen. Hey guys, what's going on? It's Andy. A lot of you leave comments telling me that you need help. Do me a favor. I'm going to tell you the best way to get a hold of me. Shoot me a text message right now.<PHONE_NUMBER>.<PHONE_NUMBER>. I'll help you with whatever you need.  Let's get back to the video. I'm getting the life I want. You know how I got it? By sitting on f***ing calls just like this one and having someone pour into me so that I could change. So guys, we're going to sell a s*** out of solar but you've got to change. Each one of you and each screen, every one of you, every time I see you guys, you must be different. You must look different. Everybody write this down. Before Spartan solar, you were you. And then that's called 1.0. Then you started Spartan solar. You were 2.0. It means you have a great opportunity. In order to make Spartan solar go through the roof, I need 3.0s. Matter of fact, we need f***ing 3.0 badges, Alex. Anytime somebody's recreated so much in the company that we're like, dude, dude, you're changing so fast.  That needs a 3.0. A f***ing badge, a backpack 3.0. Some s*** 3.0 is what everybody in this company must go to. I'm going to it. You guys are going to it. And that means this.  So what do we do? We help people help themselves, man. But in order for you guys to do that, you guys got to change. Okay? All right, so let's get it. All right, so there we go. Let's meet that cat. All right, so here we go. Number one, you can unmute yourself real quick. I just muted everyone for a second. That's right. All right, here we go.  I've told you that you can have what you think someone should do, but if you can articulate your words right, doesn't matter. So we're going to write this down now. How do you get people to do what you wanted to do? Number one, you've got to communicate it effectively and properly. Guys, the vast majority of your wealth and your life will come from the ability to be able to paint pictures, tell stories, influence, persuade, and communicate. Everybody, write that down again. Paint pictures. Tell stories. Influence. Persuade. And be a master communicator. If you can't communicate, listen, I have people that walk up to me all the time. They go to shake my hand. They can't even talk to me. I'm like, come on, man. This is just a normal conversation. You guys must work on your communication skills. That's why word play, everybody write this down. Word play, the way you play your words can be one of the greatest things you can ever do. I'm going to tell you what I'm good at. Someone can go pitch somebody or try to get somebody to do something and they'll say what I'm saying but they don't say it the way that I say it.  Okay, that's called being a master communicator. By the way, what is it? Write these three things down. This is what it is. You got to make it easy to say yes to. Everybody understand this? Whether it's knocking at the door or going to the kitchen table. Are you making it easy for the client to say yes to? If when you're speaking, you're like, dude, there's no way these people can say no to this. This is too dangerous, man. Honestly, a lot of times when I'm talking, I'm like, I'm like, dude, I'm good. And I'm not, I'm not cocky. I know this is coming out right. My words are flowing like water. Make it easy to say yes to. Number two, make it hard to say no to. That means they can't say no. Doesn't matter. They cannot say no to you. It's impossible. Okay? Number three, make it the client's idea every single time. I will tell you this. Nobody will do anything in your life, no matter how good you are at influencing or persuading until they make it their idea. Okay? Okay, so listen. Now, what are we going to do? We're going to help clients make a decision. How are we going to do that? We're going to keep them and their goals at the center of the decision. Anything that we ask them to do, we're going to make sure that what's important to them is at the center of that decision. Okay? Which I told you, the most simplest two things is inflation proof and saving money. Okay? Those are always simple things for you to say. Hey, get me out of here if I don't save you a dollar.  Okay? I mean, I get that. It's his common sense, guys. It's his common sense. All right. Another thing, what's the difference between you and the guy at the other at the, I'll say the next door or the next solar company or the next dude picking up on some chick you want to hit on? What's the difference between you and them? Confidence. It's always going to be confidence. Guys, I can see confidence.  I can hear, smell, breathe, see whether you believe in yourself or not. If you don't believe in you, I'm not going to believe in you. There's no way. Okay, so listen now. If you can be confident, guys, how does confidence get created? Competence. Competence is how confidence is created. The more you train, the more you gain. The more you train, the more money you make. I'm going to ask every one of you guys. Right now, can everybody in their life put all the party in a side? Can you put any drink in a side?  Can you go to the gym every day, six days a week? Can you say no to people who aren't on the same mission as you? Okay, can you be willing to get laughed at? That's the biggest thing. Write that down. Am I willing to get laughed at? If the answers no, if you say, man, I really don't want to get laughed at, you quit. You're not going to make it, dude.  Are you willing to get laughed at? Laugh in my face. I love it. I'll laugh my way right to the bank. Okay, everybody understand this. You've got to stand for something internally on who you want to become.  I can give you guys everything that I'm doing, dude, but if you don't become who you're supposed to become, it doesn't matter.  Come on, one person, write their name down. By the way, you're not going to get rid of them like, hey, man, I can't hang out with you no more. You're going to stop talking to them, period. You're done. You're never going to speak to them again, not for the next three years at least. That person's gone.  See, I'm going to lean into them. I'm going to get closer to them. I'm going to roll with them. I'm going to do whatever it takes to have that person be closer to me. Well, those are little switches we're going to make right now on this call. All right, now write this down. Ready? Heart. Heart is the key to life. Everybody, two things right now. Intentions and heart. Guys, when you're doing communication skills, when I'm speaking to you, everybody, is it important that you can feel what my intentions are and you can tell where my heart is? Yes or no? Extremely important. Am I here because I got to hit the quota for the day or am I here because I really care about people? And honestly, I feel like there's a lot of heavy decisions that need to be made because there's going to be a time in which these decisions can't be made. Okay, everybody, notice what I just said. There's going to be a lot of heavy decisions that need to be made fast because there's going to be a time in which money is going to go so high with inflation proof that these opportunities to make these decisions won't be around to be able to be made. So I've got to get to these homeowners and get the information from the people who have it to the people who need it, which is them. That's my job. I've got this information inside of me in which everybody who can qualify for is winning the freaking lottery and I can't seem to get to enough homes. This grid is maxing out. It's like going too fast. Applications are going in. By the time they get in, they're getting declined. Why? Because the grid's already maxed out. People in that area can't get what they want. How would it feel to want something and know that you can't get it and it's going to cost you so much because you waited a day too late? This rides on my shoulders, Mr. and Mrs. Customer. The heaviness is on my shoulders to get to the clients like you. God, man, it's like I'm carrying around 10 tons of brick. Okay? Guys, that's the way you need to be. Now, can I ask you guys a question? Can you be a little more passionate? Yes or no?  Sell, S-E-L-L, and then draw a big X through it.  We help. What do we help people do? Make decisions to help themselves. Man, dude, once you spin this little game, all right, so I want to explain something to you. Ready, Alex? I'm going to explain this to all of you. Whatever you guys think is going to happen is going to happen. So, Alex, I'm 20 years old and I know everybody's different ages but I'm 20 years old. I'm making 500 grand plus a year selling cars.   How I went from 18 being broke to making 500k a year and at 21, I made 800 grand selling cars.  Now, Alex, let me explain something to you. My manager, the average car payment, notice what I said, the average car payment in the United States was anywhere from $250 to $300 a month at the time when I was selling back in 2000. It's like 6,700 bucks now but that was back in $250, $300 a month. My manager would go, Andy, what's an average car payment? And I'd go, $250, $300. He goes, no, dude, it's 700. Come on, man.  Everybody pays 700. Nobody pays less than 700. I'm like, man, I gotta convince myself that 700 is the payment. Like I had to have a conversation with me so I go in the mirror, have a conversation with me about 700 a month's the payment. And then, Alex, the very next pencil. We call it a proposal, a pencil, a close. I walk out, I say, great news, Alex. You're not gonna believe this, man. You qualify for the Advanced Equity Program. This is a program that allows you to get the title back in your glovebox faster.  Does that make sense? Does that make sense, Alex? Yeah, so making big payments are good. Alex, let me ask you a question. I know you want to keep your payment a little lower but when you bought your last car, the car you got sitting out in the parking lot right now, the one we just appraised and drove, the one you're trading in today, if the last dealership you were at would have allowed you to pay an additional $100 a month and that car would have been paid off today with no payoff, would you wanted to see that option? Yeah, I bet they didn't show it to you though, did they? Alex, because you qualify for a program that only 5% of my clients qualify for, this is an unreal deal.    Alex, if you'll sign right here, let me get your new car cleaned up for delivery.    The bank's already qualified for it. Let's roll! And I said, oh, and I apologize, when do you want to set your first payment due? Towards the beginning of the month, the middle of the month, what's gonna work best for you and your family? And then I would immediately divert into like a diversion question. I wouldn't say like, hey, Alex, are you okay with that payment? I would say, Alex, when do you want your first payment due? Towards the beginning of the month, the middle of the month, what's gonna work best for you and your family? That's the same thing here. Alex, Mr. and Mrs. Customer, listen, we've learned research shows that in the next 12 to 18 months, utility bills are gonna double or triple. As I'm sitting here with you right now, I'm showing you what your solar bills can be with us and I'm showing you what your bill is now. Now imagine in 18 months or 12 months, this bill is three times bigger. How are you gonna feel? What would it feel like to see that bill? You'd be picked to guarantee and ensure that you would never get picked. All I need you to do is sign on the dotted line right now. And it says that I want to be in control of my money. I want to be in control of my decisions. I want to own my own system and I don't want anybody taking advantage of me. And if I can get in on this side of the deadline, this is the deal that I'd like to do, save money and be inflation-proof. Now, Alex, watch this. I apologize and I forgot to ask you, when the solar company comes out to install the panels on the roof, do you want them to call you Alexander Smith or Mr. Smith? What would you like to go by so I can put that on the paperwork so they know how to greet you when they come to the door? I'm going to diversion it and I didn't even get you to say yes to the deal, but yes, that sounds good. And then I diversioned it right into the paperwork. So I'm not even looking for hard yeses. Now, Alex, I need you to understand. We made a decision today at the center of your values, your goals and your family, which is you saving money and being inflation-proof. Do you understand, Alex? Alex, are there any questions we have because when I start this paperwork, it's going to be my job to be the middleman. It's kind of like when a customer has a storm and it messes up their roof, a roofer will come through, deal with the insurance company and make sure that everything gets done so the client doesn't have to worry about anything except for the roof going on, making it look right and getting what they paid insurance for the whole time. Does that make sense? I'm going to make sure that I take care of all this. I'm going to deal with the solar company. I'm going to deal with the panels. I'm going to deal with the insulation. I'm going to deal with everything.  Can you do that, Alex? Are there any more questions you have? Now, Alex, I want to ask you one last time, okay? There's something that my grandfather taught me when I was younger. It was called an ironclad handshake. I have a contract right here in my hand, a contract right here. Everybody write down ironclad handshake. See, I got a contract and we're going to sign it and it's an agreement. It says for the money you pay, we're going to get the efforts for our work and we're also going to install and put everything in place like I just went over with you. It ensures that everything's going to be done right.  Is that a deal, Mr. and Mrs. Family? Yes? Thank you so much. It's my honor to save you money.  Everybody, understand this. You want cancellations?  Okay? Ironclad handshakes. Hey, we're going to sign this stuff. You know what I really want? This stuff's for the banks. This stuff's for the company. This stuff's for compliance. I'm in this for relational, not transactional. This is transactional. This is relational. Okay, Alex? Ask me right now. Everybody, write this down. Transactional versus relational. This is transactional. This is relational. Hey, guys, what's going on? It's Andy. A lot of you leave comments telling me that you need help. Do me a favor. I'm going to tell you the best way to get a hold of me. Shoot me a text message right now.<PHONE_NUMBER>.<PHONE_NUMBER>. I'll help you with whatever you need.  Let's get back to the video. Yes, we have to do the transaction paperwork, but Mr. and Mrs. Customer, my name is Andy Elliott. My job is to serve you at the highest level that's important to you and your family. You give you world-class customer service. Anything you need, you're going to call me. You're going to text me. Whatever it is and I got you, I don't care, I'll come do it myself. Okay, see these eyes? The eyes of the window to the soul. Tell me what you see. Customer service like never before. You know why? Relational.  Alex, are you ready? I'm going to tell you how this is going to go. We're going to take care of your solar system here today. You're going to be blown away.  Can I ask you a question? If I ensure and guarantee and go through with everything that I promised on and even more and blow you away, Alex, is there a few people that you could see referring me to that are friends that you'd like to save the same money? Yes or no? All right, Alex, that's what we're going to do then. I'm going to take care of you. After it's all installed, the money gets saved. I'm going to come back in. We're going to sit down and have a cup of coffee unless mom wants to cook me a steak dinner and then we're going to talk about what's next. Is that okay? Guys, come on, man.  If this doesn't get you in the zone, come on, man. Hey, you think the amateur other solar companies are doing this? Nah, man. Dude, they're scared. They're weak. They're under-trained. They're not prepared. Okay?  Just squashing them on the ground. Okay? Dude, preparation's the mother of skill.  Preparation is everything. Guys, your mindset is everything. Notice as I'm talking to you guys, okay?  I can do that. And when it's done, you're going to get the video and Alex is going to send it to you and you can watch it 200 times. So don't tell me that you can't learn it.  Okay, I got a couple more things. Does anybody learn anything? Raise your hand. Chris Wong, you don't learn anything?    Hey, and notice, Chris is the one who ain't in very good shape either. It's always the slow guys, little chunky ones. You know what I'm saying? Hey, no big deal, big dog. Listen to me, man. Gotta move faster. I was looking at some of these fuckers that do as soon as I was like, who's learning something? They're like, bam!  You were like, eh. It's like, come on, man.  And you may not like that.  The truth's dark.  Everybody understand this. I want everybody to understand what we want for you. Can I please tell you real quick?  I need you guys to get this.  The level that we want to go to, the attention to detail, the attention to detail to the data, the numbers, our body language, the way we dress, the way we work out, the way we breathe, the way we eat, the way we sleep, the way that we act, the way that we work, the way that we talk to other people, the way that we're doing things, the way we care about our customers, all these little details, guys, the money's made in the details, the little details. Listen, guys, this isn't about making money. Making money is easy. Making money is so easy, but you got it. You've got to raise these new standards, guys. And some of you are so young right now.  Guys, two or three good years. Everybody do me a favor. Write this down. Ready? Two or three good years. Would it be worth it? Can I ask you a question? Would it be worth it to give two or three years to everything that Alex and the leaders at Spartan Solar ask you to do? Would it be worth it?  Yes, everybody understand this. This is the facts.   Guys, if right now, man, you're not like, thank you, God, like Jesus, thank you. Like, how did I get landed here on this island with these people that want me to self-develop, become great, have a better life for me? How in the hell did I end up being here? Who teaching me to be a leader? Teaching me sales? Teaching me culture? How in the hell did I end up here? Guys, we've got to make sure that we keep Spartan Solar special and we continue to grow it every day. We must always sell with our heart, not with our mouth. Okay, remember that, your heart, not your mouth. Okay, and I was writing something down here. Your number one job, everybody write this down, your number one job, your number one job is to kill the limiting beliefs of the client before the close. So look, remember, the sale is before the presentation, which Ms. Money is on the table. The sale is before then. The close is after Money hits the table.  Okay, before, before we go for the close. Okay, that means you want them, guys, everybody write this down. It's okay for them to say no. It's okay for them to object. They don't know what they don't know. It's okay for people to disagree with you. It's okay because they don't know the information that you know yet. They don't know your perspective yet. They don't know your version of it yet. Okay? Okay, I always say this. They sent the amateurs first. It's one of my favorite things to say. I say, I don't know why they sent the amateurs first.  That's it, man. Just laugh it off, guys. All right, one of my favorite sayings. Ready? I got a couple of word tracks. This is good for you guys. You guys will use this. You're one decision away from changing your life forever. Use it all the time. Called well. Write it down, son. Come on. I know. All hands cramping. Huh?  Listen, hey, you're one decision away. Listen, Mr. and Mrs. Called Well. This is how simple this works. You're one decision away from changing your life forever. That's today. Okay? Notice how sweet that sounds. Notice how nice that sounds.  Hey, one decision away. What does that mean? One decision away from making it worse. One decision away from making it better. Okay? And they say, yeah, I don't know if we're ready to do something. Hey, listen, there's good decisions, bad decisions, and there's indecision. The worst decision of all is indecision. You guys, the better you can talk about decisions, the more dangerous you're going to become. Remember, you're one decision away from changing your life forever. That's one of the most powerful sayings you'll ever say in your life. Important decisions are easy to make. The family is and will always be the number one most important thing to you. Wouldn't you agree? And they'll always say yes. And you say, so this is an easy decision to make. And it's a very important one to make. And anything that should be done today should be put off for tomorrow. Wouldn't you agree? They'll say yes. And you're running them right down this little path. I need you to understand something. Guys, the number one thing that's to me is important to family, right? Is obviously money. And it's your family's health and safety. And obviously you got a beautiful home. So you got the family's health and safety. Now we just need to make sure that we protect them financially by making sure that we save you money. Not today. People say, well, my bill's not big today. We're not making decisions. Everybody write this down. We're not making decisions for today. We're making decisions today for 18, 12 months, three years from now. That's what we're doing. By the way, everybody, remember what I told you? Paint pictures, tell stories. Okay, let's go into that. Are you ready? Okay, so Murray, Murray unmute for a minute. Yep. All right, Murray. So tell me how I ran the numbers and it's not saving me any money. Can you say that one more time? Tell me you ran the numbers and it's not saving you enough money. Yeah, you know what, Andy? I appreciate it. I ran the numbers, but you know what? It's just not saving me enough money right now to make it worth my time. It's just the headache. So I'm good. Yeah, number one. So when you say headache, I'm not really sure what that means because literally it's just a bill swap. You're not doing anything except for writing a lower check and then down the road being inflation proof. Really? So that's not a headache. Wouldn't you agree? Yeah, I agree. It's just I'm old right now and I'm like 75 years old and like I'm just going to bill swap and it's going to be the same price and why would I bill swap it? Yeah, it's like the stuff. Yeah, so number one, totally get that.  Okay, the average human is living to be 100 years old right now. It used to be 78 and it's 100. So if you do have 25 more years and inflation does creep in, looks like you're going to get ripped off. That pissed you off, wouldn't it? So at the end of the day, what we know is the good chance you're going to live a long time, right? And for you do own your home. Is that correct, Murray? Yeah, I own it. Right, because we wouldn't be having this conversation if you didn't. So in the event something did happen to you, who would take over the home? Would it be your daughter, your family, your wife? Would it be your kids? Would it be the grandkids? Who would take it over? Probably one of my kids if I don't sell it. Right, but whether you sell it, whenever it does sell, obviously selling it for the most money possible is going to be important because the money is going to go to your family who you love. And then if one of them decide to live in the house, obviously we want to make sure that they're saving the most money possible so they can afford to live here and save money. Am I correct? So either way, Murray, it's a win-win. You get to win staying in the home today because you're not old.  But you're not going to have to do that because you made a decision way before that happened to take care of them so when it did happen. And also whenever you do go to sell it, if that was the case, the house is going to sell for more money with the solar system on it because it's going to be inflation proof of why the rest of the houses in the neighborhood have large utilities. This one will have a lower one so the resell will be through the roof. And obviously that'll allow your family to have more money. Murray, it is a win-win and win. Remember today we're going to make decisions at the what? At the center of what?  This has nothing to do with age, Murray. It has nothing today to do with age. Matter of fact, it's more important to do while you're older. You don't want to say, hey, by the way, you don't want to say I'm too old for that. No, you're not. By the way, I wouldn't be here right now if it wasn't good for you. I'm going to tell you this. Anything that should be done today shouldn't be put off for tomorrow. Let's pass go Murray. I'm going to make sure that this is easy. I'm going to make sure that A to Z I'm the person that handles all of this. You'll have no headache. You'll have no concern. It'll be super simple and easy. And if I take care of all this and all it does is save you money and set up your future decisions to be easy for you to make. There isn't a reason in the world why you wouldn't do it. Am I right? And by the way, listen to me. As I'm talking to you Murray, here's what I need you guys to do. Everybody look at my eyes. See these? These eyes zone the f**k in. Number two, these hands. Everybody, these hands, they're magical f**king hands. You use them. You make people feel important with them. You f**king write sh** down with them. But you never stop moving them. They never stop moving. You always create energy with these hands. Okay, number three, Murray. I'm going to get shoulder to shoulder with you. When I'm talking to you like this, I'm going to talk to you like my heart's in it. Everybody, if your heart is not in the game, if your heart isn't, you're out.   I'm disgusted by people that can't walk up and do a great job when they got an opportunity to get rich. You guys, everybody right now, what is the top 1% earn in your industry? Write it down right now before we get off the call. What is the top 1% in your industry earn? Okay, now I'm going to tell you what my goal is for all of you, to earn that number that you just wrote down. Yeah, that's what we're going to f**king do. Now I'm going to tell you how we're going to do it. We're going to say no to everything. We're going to be okay with people laughing in our face.  Hey, lean into that s**t. I remember, man, I used to walk into f**king parties when I was 21 years old. People say, hey, what do you do for a living?  Oh, I'm going to school to be a doctor. I'm like, I'm a f**king car salesman, man.  F**k you, man. They didn't have none of that s**t. They had to go to school for seven years for that s**t. I f**king got that s**t now. Can every single one of you get this now, yes or no? Yes. Do you need to go to school? Do you need to pay student loans to work here? No. All you got to do is get better.  That's it. Is everybody capable of doing this? F**k yes. All right. Now, here's the last question we're done. Who are you going to let stop you? Who are you going to let stop you? Some of you, it's going to be you. You will quit along the way. And when you quit, you f**king took you out. The reason why you never made it to where you wanted to is because you're a quitter. And you know what? Ten years from now, all those f**king people that said you weren't going to make it, they're right. They're f**king dead right.  Or you can be like me. And you can say f**k that. F**k that. Dude, I am not going to be like f**king society.   It wants you to be lazy. It wants you to feel sorry for yourself.  Okay? No f**king way. Now, this is Spartan Solar. And I know that we got a lot of different leaders. They give a lot of different messages. Okay?  I can't f**king believe that there was a portion of my life that I didn't try as hard as I could. I couldn't believe there was a portion of my life where I f**king doubted myself. I can't f**king believe that I was that mother f**ker. But when I woke up, I am putting a wrath on the f**king world. And I am going to force my f**king way into the next level of my life. And no one's going to stop me. And I'm going to f**king bury anybody that gets in the way. And that's what Spartan Solar is going to do. You guys feel me? Are you guys with me? Does everybody feel this in their f**king heart? Hey, this isn't a f**king hype game. This isn't a pep talk. Do you guys feel that where you're at now is where God wants you to be to become the man, the leader, and the person and create the lifestyle that you've always f**king wanted? If you can't say yes to those things, get up and walk out. It is totally okay. Dude, Spartan 300 f**king Spartans used to take out 10,000 f**king people with 300. As much as we want 10,000, I just want to know and look up when I see these meetings or when I meet you and I see you out there in the world representing Spartan Solar, that you're representing the greatest company that ever existed. And by the way, let's get this off the record. We are underdogs. We are not prima donna little b*****s. We are underdogs.   I'm going to bury their a**es, okay? Now, who's with me? Raise your hand. Who wants to f**king make a name for ourselves where we go f**king everybody? Okay, good. Okay, everybody, I want you to write down the next 100 days. Go to war with yourself. Just put a f**king calendar on the wall and write 100. Draw 100 boxes and 100 days straight of eating clean. 100 days straight of not hanging out with losers. 100 days straight of giving it all you got. 100 days straight of going to bed at f**king 10.30 and waking up at 5 a.m. 100 days straight of reading 20 pages out of a book a day. 100 days straight to get 3.0. That's it, guys. All right, time for war. Much love. Have a blessed day. Thank you, Andy. Cool, see you, guys. Let's go. Hey, guys, that's what I'm going to tell you. You're the true one percenters. You made it till the end of the video. Do me a favor. Share it with the friend that wants to go to another level. Make sure you like the video. Comment below so I know who you are. Set your notifications and then subscribe to the channel. We got daily sales training videos dropping. I'll see you soon.


Thank you, dear. Ladies and gentlemen, about a century ago, somebody made a rather remarkable discovery. He took water, foul-smelling water, and bubbled some air through it, and the bad odor disappeared. And then a little bit later, it was found that this aerated water, if you let it settle, the suspended solids disappeared. And so the technology developed further. It was found by some tricks that we could make the ammonia disappear. And a little bit later, it was found that ammonia became nitrate, but we found tricks to make it disappear. And then also, we learned how to make phosphorus disappear, and micro pollutants. And most of all, we learned to make the matrix itself, the foul water, becoming then an effluent, which we could discharge. We learned how to make it disappear. So our profession is a little bit like the magician in the circus. We can make things disappear. Actually, we are masters in technology to make things disappear. My title is about transition. Transition is not something which goes gradual. It's not evolution. It's something which actually has an element of shock therapy. It means that you are willing to go up front to the start some century ago. And see, if we took the right route, if we indeed had to go west or east and not the other way. Actually, transition means that you ask questions about something that nobody questions at this moment about. For instance, I will emphasize the question about nitrogen. We now take it for granted. We think it's the epitome of our technology to make it disappear, to destroy it entirely. We should ask that question today. And actually, transition means that we are willing to think forward in totally new ways. And for those of you who are a little bit on the conservative side, indeed, you smell that there is heresy in the air at this moment. Let's talk about the topics now specifically. Actually, when we talk about transition and resource recovery, we have to start with energy. And I will say a few words about that. And then I will indeed, without being negative about it, I will talk about incremental things and what I call the old line of water treatment. Then we talk about some mavericks, but they are still, without being negative, in the old line. And then I really deal with what I call the step forward, the water factory. And particularly, I should draw your attention that we should start thinking from the pull side, not from the push side. I finish then with some considerations on the newly started cluster on resource recovery. Let's go to the first type of resource that we should recover, energy. But before we do that, let's face the fact. Actually, the water industry consumes about 1% of the overall electricity. 1%. 1%? Really? There are lots of other things that consume energy. And here, for our wastewater technology that we develop and that we are so proud about, it consumes 1%. That's a lot. Secondly, the energy costs are increasing, and they arise now already to something like 20%. And the major culprit is something that we adore from the morning till the evening, in which we call activated sludge. Now, another element in the resource recovery is indeed that this used water contains a number of other things. First of all, there is the energy, clear? That's, first of all, there is the water, I should say. That's the most important one we calculated that this represents something like 65 euro per inhabitant per year. And then there are the energy, the energy in the form of heat, and the energy also in the form of organics. And then there are other elements like the nitrogen, the phosphorus, but also the carbon, which we could recover in the form of char. Overall, we talk about 80, 85 euro per inhabitant per year, which at this moment we do not really focus on. The nagging problem, if we take energy and those other goodies which are there, the nagging problem is that not only the STP today is energy demanding, but it dissipates the used water. Rather than reusing the resources it contains. So the current STP sewage treatment plan destroys these resources. And actually it is, if you agree with me or not, you are free to think your own way, but I think it is this unsustainable character and the indirect contribution to climate change of the current sewage treatment plan more than its energy use as such, which is the key challenge. If we are honest with our profession, we have to say that we do not such an excellent job at all. We should be willing to rethink it from the beginning all the way. So the mission of, when we talk about resource recovery, the mission is really to recover energy, to recover water, to recover valuables from used industrial and municipal water so that the water cycle technology helps to obey the major challenge of sustainability. I'm climate change, that's the way we see it and that's the way we have branded the mission of the cluster on resource recovery. I indeed think that we are doing a good job and I'm not negative about it, but I label them incremental. Some examples, we do things about heat recovery at the house, underground thermal storage. We sieve out cellulose, have 40% less sludge and make something which is bioplastics. We can use microbial fuel cells and bio-electrochemical systems to recover energy and chemicals, good. We do all kinds of novel sludge pre-treatments so that we get more gas from it, all very good, but it is all in the old line. And then, yes, we have mavericks on which we really become very happy about and I have listed here a few and I'll cover them with you very briefly. Nereida, beautiful, 20% lower construction cost, 30% less energy consumption, but no focus on real recovery, at least the way I see it. You can do all kinds of retrofitting, retrofitting in the sense of adding to the sewage treatment plant, wind turbines, anaerobic digester photovoltaic cells, beautiful, but not really focusing on recovery. Actually, for countries like Belgium, which will have to scale down three nuclear power plants in the next winter, we might need moments that we really, every percentage of energy used will be valuable and it might be that we will have to shut down our sewage treatment plants to save energy. All of that is beautiful if we can integrate that towards society, but it is all really incremental. Actually, we have also these developments of making green gas and a beautiful story on which I will come back later is that you can take green energy, you can do electrolysis of big green energy, you can do electrolysis, you have hydrogen that comes then and you can use it, the hydrogen, to upgrade your biogas to green gas. All very nice developments, but all very incremental. Something that buggers me is the nitrogen and yes, we destroy it now through something which is a very efficient process, nitrification, demanding energy, denitrification, using some chemical energy. There are now some shortcuts. Olam, Nas and Amox, Demon, but they still use some of those goodies. There are other processes which have been proposed, can do even reforming of ammonia, but let me draw your attention to the last paragraph. Nitrogen as a recovery product at this moment is a total failure in our business. Yet, ladies and gentlemen, a staggering figure is the following. 2% of the world energy, not of the electricity, of the total energy goes to ammonia formation by the Haber-Bosch process and this is mainly directed to become fertilizer, to become food and that food ends up in our sewage treatment plants. Now what do we do with it? You all know it. Now, another maverick is that we focus on phosphorus and there are beautiful processes coming on which you see here, but I like to draw your attention to the following. Indeed, there is always the question of our quality and about the quantities that we produce and when we then ask around who wants the Struvite and at what price, we usually see that we get not more than 10% of the actual value of what is in that Struvite and we have also to dare to face the question, is Struvite the real motive of all these talks or is it the decrease of sludge costs or sludge treatment costs? So what is then the real step forward? The real step forward is that we dare to think that the old linear system which you see here is over. Taking water from nature to the user and then the dissipative treatment and then make it all disappear and go back to nature. I think it's over. We have to go to a cyclic treatment. It water comes to the user and either in a decentralized system or in a large scale centralized system, we reuse everything that is there. Let's have a look a bit closer. On the decentralized system, we have to start to be serious about it. First of all, 20% of the world population struggles at this moment, what I call a sanitation taboo. They don't even dare to talk about it. And I think that the main point is education. And I give praise here to the single foundation that I know that stresses that. I think we need more of those education to reuse the resources present in wastewater. Education is key for the progress in this domain. But this set, and before we raise our finger to those decentralized systems and to those third world countries, I think I like to add the following paragraph. Deep down in our crocodile brain that's somewhere here at the backside, we all are disgusted, ladies and gentlemen, by fecal matter and hence the reuse of materials which have been in contact with it. Let us begin to be honest with ourselves before we point our finger to other people. But we have to do this through education. Now let me talk about the centralized cycle. And the centralized cycle drives on this conventional activated sludge. We know that it has a capex and an OPEX which is significant. We know that it uses energy. We know that it could recover energy but it does it not so often and not so efficient. We know that it could recover nitrogen and phosphorus and potas but it doesn't or very rarely. We know that the carbon which we are very concerned about that it could be stored or transformed to be stored but most of the time we have a biological oxidation to CO2 and the rest of the sludge we incinerate so it's straight away to the CO2 and contributing to the climate change and the water, definitely. It's hardly reused at all. So this brings me to the take home. The centralized wastewater treatment must be redesigned entirely. Ladies and gentlemen, we have now 100 years of conventional activated sludge and I tell you it's enough. What should we think about? We should think about new and urban metabolism. You've heard those figures. 20% of the food is wasted. Wasted? No. And this represents 2 to 3% of the total energy budget. 2 to 3% of the total energy budget. That's a lot. Now what we should do is stand up from our profession and say we can recover most of that energy. There will be always that waste. Let's be frank, there are always foods which are out of date, et cetera but we can from our side step forward and say by co-digestion we can recover it and actually food and kitchen waste can be a driver for the system that I will introduce in a minute. We can already say that we can recover the water, reclaim the water which comes out of a sewage treatment plant and I'm a little bit proud to say that already in the year 2000 at the plenary meeting of the IWA in Paris, we could present that in Belgium. We are able to close the water cycle. We were then already setting up a system from a treatment plant of 80,000 people where the water coming out of the sewage treatment plant and went through some filtration, went through an infiltration and if you are staying three to four weeks at the Belgium coast, at least a certain region, you drink what you discharged. So what we did then at that moment was add something very important to that. You are entering a cycle and you must deal with the concepts of the consumer and we added to that hazard assessment critical control points. We treated us directly as if it is indeed a product of food quality. So this technology has then been further upscaled and this then has become in Singapore the concept of new water. And this concept that water as a resource can be recovered has of course been further developed in many places in the world and actually the LKY prize this year went to a county who really deals on it. Yet we have to be frank about this. It's not that simple. You see immediately in the literature that all kinds of other problems can arise and to build the resistant genes and most of all also cultural habits, ways of thinking about this material which has been in contact with fecal matter. Yet we must continue I think to promote the closing of the water cycle as a top achievement of our water industry. We should be at all instances pushing this and we should be very proud of this. But the real thing that we should change is stop thinking in terms of diluted waste. The idea is, and this we call the major and minor water line technology, the idea is that you can bring the sewage to the sewage treatment plant, do some screening, the cats and the dogs and then immediately you go through a pre-concentration. Don't work on the diluted stream. Go through pre-concentration and with the concentrate you go to that magnificent super technology which is called anaerobic digestion. And through that you can then go through a number of recoveries, recoveries like heat, like biogas, like clean ammonia and like phosphorus ash or biochar. This 10% line there you can apply technology which covers itself. And then the diluted part, I'm sorry, I'm not saying that you should completely abandon conventional activated sludge, but it can be done, finished. Actually, you will say that bioconcentration. Well, it exists. It exists even at full scale. It's the absorption bio-ioration. Lots of things have to be further developed but it can be done and the nucleus is there and there are lots of beautiful things to further work on. Actually, some of you are now saying, yeah, how about the economy? We have been working on that. The total gross costs of about one euro per cubic meter for the M&M technology are comparable to those of the conventional activated sludge. And if you look at the CO2 balance, actually this M&M line cuts the amount of CO2 which is emitted with one to 4%, not a landslide, but very important and in your overall mileage, you can really cover a lot of miles with that. This brings me to the concept of the used water factory, but I have to emphasize that we have to be very much tuned to the demand side of the story. We're always looking from our inside and say, hey, we can do this, but we rarely look the other side of the road and look to those people who say, can you do this? Now, if we ask that question, what are people outside our profession asking? Actually, if you look to the European Union, they say, we should look at metals and rare earths. They are very concerned about that. They say, if you think of resource recovery, also from water, look at these rare earths. They are very important for us. So indeed, there are lots of processes that we can insert in this new line, in this M&M line to recover also those rare earths. Society as a whole, the world is looking at CO2. Say, can we capture CO2? Well, I just give two examples. Biogas, you can take the CO2 and use it as a fertilizer for greenhouse gases. And the study has shown that this is pretty much possible. We should just stand more forward on it. And there has been also very nice examples where you combine CO2 on incineration, bottom ashes, and in this way, really contribute in the direct line to the demand of the public. But I come now back to my nitrogen. Actually, as you know, we are at this moment, and Professor Rosalind on Monday said it very strongly, we are in need of more protein. We all know that as a consumer, we produce 14 grams of nitrogen per day, per inhabitant, which we bring into the sewer. That corresponds with about 100 grams of edible protein, dry matter. At present, this protein comes, as most of you know, mainly from the soil. But there, the amount of land surface is already very much under debate. Or from the high sea. And that's also under debate. There is no stretch on those two major sources. But as Professor Rosalind has said, the 10 billion are inevitable. We will have them. It will not overshoot all that much, but we will have the 10 billion, and they will all demand more protein. So the protein demand at this moment is certainly going to increase enormously. So the demand for highly-nutritive edible protein will rise strongly. Society asks us, can you do something in that line? And I return that question to ourselves, can we do something from the water profession? Well, let me go over a few values. It takes, by the Haber-Bosch process, two liters of fossil fuel to make one kilogram of fertilizer in. It takes a lot of CO2. I'll just concentrate on the fuel. Actually, the problem starts when you bring this fertilizer to the agro system. The soil nitrogen loses nitrogen in all directions. And actually it takes 42 liters of fossil fuel to have one kilogram nitrogen via this soil plant system as a high-quality animal protein on your dish. So I think that we are right so far that we say, so why bother to recover that nitrogen? Add another two liters of fossil fuel equivalent in the conventional activated soil system and dissipate, destroy that nitrogen entirely. Because there is already so much spend on it, let's start it all over. If you look it from that side, you're right. But we do not necessarily have to return with that nitrogen to that soil system. We can do something much better which is close to our profession. We must take a shortcut in the nitrogen cycle and we can do something. We can upgrade that nitrogen, not via the very, very, very inefficient soil system, but through a microbial system which is close to our heart. Has it been done? Some of you will say, fecal matter and food. Where are we? Well, it is done already, ladies and gentlemen. Look here. You know that aquaculture takes protein from the high sea, brings it into the pond where the fishes live and hardly 25% of the very most is then used. 75% is wasted. These people in aquaculture were in utter despair until they then developed a technology which is called a bioflock technology. You add an energy source, carbon, but it can't be any other energy source. And the microbes recenter size, this urea and ammonia, they grow in flocks. The fish feeds on these flocks and actually your nitrogen efficiency doubles.  But there are other things. We know that there is lots of very nice nutritive components in biomass and actually you have been hearing about PHB, but PHB can be used for plastics, good for me. But we found that basically when you take such bacteria full of PHB, which you can grow in, for instance, industrial wastewater, without very difficult connotations and these bacteria are excellent as an animal feed. So I'm saying, why not? Why we should link up in our profession also, which we have not done for years with the food and feed cycle. The most intriguing part for me is the following. We can take off peak kilowatt hour. We use it to electrolyze water. We then get oxygen and hydrogen and we get it with 80% energy efficiency and we then use this hydrogen and oxygen and we deliver it to a hydrogenetroph and you have just heard that you can even use nitrocystis for that and this organism, these organisms will then re-synthesize. They take these two molecules, they take these ammonia, these phosphorus, these CO2 from biogas and they make microbial protein, edible microbial protein of high quality, of the quality of the best animal protein. So this concept of power to protein is a line that we are pushing and which we are developing in collaboration with a number of partners. Actually, we should not fool ourselves. When we talk about resource recovery, we will have to be critical and very critical and keep sharp and that means that at any point we will need these tools. LCA, multi-criteria decision, multi-objective genetic algorithms, we should be careful. Lots of things are at stake. We should not make any mistakes but we should go forward with it. Now, turning and finally to the cluster, to the cluster of resource recovery which we launched this week. Actually, what are the resources that we should focus on? Indeed, water. It stays far ahead of everything. Indeed, heat and energy, very important but also nutrients and nutrients which we upgrade again to some very nice biomolecules as I indicated. There is lots of room for serendipity. There are the concepts of fibers, carboxylates, alginate-like products. Indeed, the cluster should open it up to many new things. Also things like lemma which immobilizes nitrogen. There is plenty of room there for innovation. But when we talk about resource recovery, as I emphasized already before, the poolside should predominate. And actually I think we need four shifts. First of all, if we want to recover, we need a concentrated water. So we must think of intensifying inputs in the waterline or in certain parts of the waterline. Things like kitchen, kitchen waste, curbside vegetation, things like that. We must take more load in our systems. We need also another shift, a paradigm shift, the fact that you can recover and reuse something which has been in contact with fecal matter and we should learn to openly communicate about it. We need certainly also a shift in terms of dimensions. As long as we talk about 50 kilogram here and 20 liters there, it makes no sense. We must talk about markets of 10,000 tons minimum and we should also look outside our water profession, the chemical engineering, et cetera. We have to deal with other disciplines. And finally, if we talk about recovery and we have now a little bit and then a little bit, which is out of spec and out of time, it will never work. We have to think of delivering on spec and in time. So the cluster itself was set out this week. There is already a website. And I should say that by coincidence, there will be in this beautiful city of Ghent, a very nice Congress next year. The Congress will take from 30 August to 22 September and it will be organized by Professor Cornel Rabbi who is present here and you're all very much invited to that Congress. Let me come to my conclusions. Bullet point one, the strongest driver for transition is to help to decrease climate change. We should take, we should have our fair share in that movement. Second bullet, we have to redesign the sewage treatment system entirely, I think. Separation at the entry is key. Work on concentrated streams and I think the conventional activated sludge system, beautiful as it is, it is outdated, 100 years enough. Resource recovery from used water is all about optimizing the demand side. Look the other side and see what they want, the European community, the politicians, the public at large. Focus on products for which there is a need, otherwise we keep selling things which nobody wants. We believe in the water factory which number one, deconstructs the incoming materials to unit products, ammonia, CO2, phosphate. But two, captures low cost energy if you want to re-synthesize you need somewhere energy. Captures low cost energy to re-synthesize the latter to valuable biomolecules such as feed protein for instance. And at the end, ladies and gentlemen, what really matters is to make the water cycle technology more sustainable. Yes, that's our duty. And secondly, I come from the university to create new manufacturing, manufacturing practices. Very important, manufacturing practices and jobs. Jobs in resource recovery from water for a next generation of water professionals. I'd like to thank my sparing partners, these three young men and thank you all for listening. Thank you very much. Thank you.


From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. We attended both Nvidia GTC and Broadcom's Investor Day this week, where the AI arrow was on full display. In our view, GTC24 was the single most important event in the history of the technology industry, surpassing Steve Jobs' iPod and iPhone launches. The event was not the largest, but in our opinion it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world. Meanwhile, Broadcom's first Investor Day underscored both the importance of the AI era and the highly differentiated strategies and paths that both Nvidia and Broadcom are each taking. We believe Nvidia and Broadcom are the two best positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves. Hello and welcome to this week's theCUBE Research Insights powered by ETR. In this Breaking Analysis, we'll share our perspectives on the state of AI and how Nvidia and Broadcom are leading the way with dramatically different overlapping strategies that may eventually be headed for a collision course down the road. Now, you'd never know it from all the AI hype that's going on, but the macro is actually softening. ETR shared this chart earlier this week with its private clients. It's preliminary, but it shows the expected IT spending growth rates from more than 1500 IT decision-makers for three time periods, October of 2023, January of 2024 and the most recent survey which is in the field. Note the material drop in Q1 from 2.8% to 1.5% year over year growth and more than a 100 basis point drop in the expectations for the full year 2024. Now, as we reported earlier this year, the tech spending outlook is very much back loaded toward the second half and even the fourth quarter and it's further deteriorating from the January survey. Now that said, we're seeing countervailing effects and the AI trade is actually broadening. The exceptional performance of the market in 2023 was extremely narrow with just a few names powering the tech rally. Well, both NVIDIA and Broadcom were part of that momentum along with Microsoft and some other names. 2024 is shaping up to have a much broader participation in the AI tailwind. Companies like Ansys, Cadence, Synopsys, Dell, Micron, IBM, Supermicro, Pure Storage, Vast Data, ServiceNow, CrowdStrike, ARM, UiPath, LAM Research and many others are benefiting from the froth around AI generally in GTC24 specifically. And here we show the recent movement post GTC for Ansys, Cadence, Synopsys and Dell, each of whom got major shout outs from Jensen Wang and his keynote on Monday. You can see they all moved up nicely and we believe it's from a combination of the GTC froth and strong fundamentals including demand outstripping supply for these companies. And in the case of Ansys, Cadence and Synopsys, they are critical design software providers for Silicon Chips. In the case of Dell, the company's supply chain leverage is putting in a very good position to secure GPU supply. Its execution is throwing off cash that it's returning to investors in the form of dividends and stock buybacks. As well, it's benefiting from this AI tailwind that back Jensen Wang said in his keynote that there is no company better positioned to deliver end to end systems, AI systems than Dell. Wow, and Michael Dell was in the front row and he said, hey, there he is. Give me your order and their booth was packed. Now we also show in this chart Cisco. This is a company that's not considered an AI leader despite the fact that it has a robust portfolio that includes many AI innovations. Cisco has Silicon to power AI networking. It's got AI in its own networks. It's got AI in collaboration software. And with WebEx, it's got data from recently completed Splunk acquisition. It's got Thousand Eyes, which is gonna provide, which does provide network intelligence data and telemetry information that can feed Splunk. And if they can put Splunk and data at the core of their business, they can really power AI throughout their portfolio. But the macro is hurting Cisco right now as the company has disappointed investors in the last two quarters. Snowflake's another company that in theory should be benefiting from AI because it houses so much critical analytic data. It has partnerships with the likes of NVIDIA. It has acquired AI expertise in the form of NEVA. But investors were shaken by Frank Slutman stepping down as CEO and the street is waiting for Snowflake's new leader, Sri Ramaswamy, to prove that Snowflake is still on track. Look, AI is everywhere, but it still is in the experimental phase in the enterprise. In our premises that while the macro has been challenging, AI will be infused into virtually all sectors and will eventually be a rising tide for all areas of tech. However, at the moment, while the ROI of AI is clear for consumer internet companies like Google and Meta, the business impact for enterprise AI has not been as evident. Until it shows up in the quarterly numbers, we expect CFOs to remain conservative with their budget allocations. The point is, while a rally is broadening, it is still not a tide that lists all ships. Nonetheless, a broadening of a rally signals that investors, they're concerned about the valuations that the leading companies being too high and they're making the case for putting money to work with other AI beneficiaries that could give them better returns. As well, others like the Cisco and Snowflake examples we shared will eventually benefit in our opinion. These are signals in our view that there's still plenty of upside in this AI run. We understand it's just a matter of time before the other AI winners become highly valued and the market gets toppy, but we're not there yet in our view. Now, NVIDIA GTC was a huge event, as we said. I want to share some of the big takeaways. It was a remarkable moment for our industry. The event was held in San Jose at the convention center, a venue that was filled to the max back in 2019. The last time GTC was an in-person event, GTC 24 was far too large for this venue. The keynote had to take place at the SAP Sports Arena, which is about a mile from the main event. And the main venue was packed. The exhibit halls for days, Monday was the biggest day. You know, perhaps as many as 30,000 people attended over the course of the week, but what made GTC so important was the reach, not only in the tech community, but with many presenters outside of the tech community. It was stunning to see how many folks at GTC were automotive, healthcare, financial services, virtually every industry was represented. So big takeaways, and there are many, we're not going to touch on many of them today, but we'll give you a few high level ones, started with Jensen's keynote and his vision for the industry and what he calls accelerated computing and the building of AI factories. And this new vision he put forth during the week was a world of generated content. He said the world of generated content is here and the images from his keynote, he said it was all simulation, it was not animation and the simulations were very impressive, presumably, you know, prompted by AI. He also put forth a vision of a token economy where the computer sees tokens and these tokens can be generalized. And his contention is if you can generalize, then you can talk to it and generate images perform gene analysis or control robotic arms and more. Jensen said that Blackwell, its new super chip named after mathematician David Blackwell was built for the Gen AI moment. He described a reinforcement learning loop where training, learning and generation become part of the same process and if done well and enough times, it becomes, he said, reality. He implied that this workflow would perform both training and inference and be a critical enable and one of the critical enablers is NVLink, a high-speed interconnect that is proprietary to NVIDIA. He said Blackwell took three years and 25,000 people to develop and cost $10 billion to create. It had incredible complexity. I believe the number was 600,000 parts, lots of software to do switching, all the links, the cables, all the plumbing. And he also said, he built the entire system to work. It actually showed pictures of racks and data centers. So they got the system to work and then they disaggregated and then sells them all to customers. That system view I think has some system vendors a little bit concerned, but we'll save that for another day. Jensen laid out a vision for developers and sort of a new development paradigm with NIMS, which are inference containers and NEMO, a platform for developing end-to-end generative AI and using retrieval augmented generation RAG at very high performance. And he discussed the AI Foundry, which packages all this technology into systems, as I was saying, and it essentially changes the way data centers are built and thought of. He also introduced Omniverse. It talked about digital twins at length and he had robots up on stage with him. In a private meeting with Jensen, he told us that within eight to 10 years, robots will be generally fully functioning. And he said, this will be done with, quote, just a bunch of tokens, I think tokenizing movement. He said, we got lots of data and there's a finite vocabulary around things that humans do like walking, sprinting, skipping, throwing, hugging, we know what that looks like and that can be simulated with AI very accurately by being tokenized and made generative. It's a different vision that you hear from most AI leaders. A key, he said, was to be able to ground Omniverse in the laws of physics.  Now, as well, the ecosystem was on display at GTC. Virtually every company with a play in AI was there basking in the AI glow and hence the broadening of the AI tailwind we're seeing post GTC. And you left the event truly believing that we are seeing proof, proof points, tangible proof points of a new era emerging and coming into full swing. The days of Moore's law-driving industry innovation, they're over, a new performance curve has emerged, and new styles of computing will absolutely dominate virtually all sectors for the next decade. We'll be infused into software and hardware and networking and industry. This was the strong feeling one gets when assessing the impact of GTC 2024. Now, switching gears a little bit, a different but very compelling AI vision was put forth by Broadcom. Broadcom held its first investor day ever in San Jose on Wednesday morning. It was attended by both buy side and sell side analysts and only a few industry analysts were invited. We had the pleasure of being there. This was Charlie Cowes' event to educate the investment community on Broadcom's unique approach in the market. Charlie Cowes runs the semiconductor division and businesses at Broadcom. And we learned a lot about Broadcom's strategy. Its philosophy, its technology, its execution ethos, its engineering talent, and we saw demos of some of the most leading edge silicon technology on the planet. In fact, there were five demo areas. We spent most of our time, it was in this one, this purple one, demo zone number five for AI accelerators, they had, and I'll come back to that, they had a demo zone for AI systems. They had one for AI connectivity, one for AI optics and one for overall AI technology, the foundational technologies, like CERDIs that are the main spring of Broadcom's innovations. Broadcom has 26 divisions or P&Ls and 17 of them are in the semiconductor group. Semi's account for nearly 30 billion, I think it's $28 billion in revenue last year. It's growing in the double digits, like 13%, I believe, last year. And R&D spending is $3 billion annually. The company took us through the history of Broadcom, how it came to be, with roots in iconic names, like Bell Labs, HP, HP Labs, they did some amazing stuff out of HP Labs, LSI Logic, LSI Avago, Broadcom itself, Procaded, more recently, software assets like CA, Symantec, and of course, VMware. Charlie Cowis took us through the company's unique three-prong strategy, which is shown here. They don't look for hockey sticks to jump on an S-curve. Rather, Broadcom looks for durable markets with sustainable franchises that have a decade or more of runway. Now, in those markets, they go for technology leadership, they invest R&D, they really focus, they get a massive engineering team, and then they execute to a very firm plan. So look, this is a nice PowerPoint, but what was most impressive to us is that the five presenters that came in after Charlie Cowis, each demonstrated a deep understanding of their markets and the history of their businesses. So that durable franchise steeped in a deep understanding of the history and durability of the business. And then each presenter demonstrated technology leadership, showing us when they entered the market, how they were first with innovations like PCIE, AI, they started doing AI chips in 2014. They showed us their roadmaps and they showed us their execution timelines, really strong proof points. There were many from AI networks, from Ram Velaga, Server Interconnects from Jazz Tremblay, Optical Interconnects from near Margulet. Then the foundational technologies, this is not a P&L, but it's a mainspring of technology that all the divisions can take advantage of, these things like CERDs, and they're shared across the P&Ls. We heard from Vijay Janapardi about the custom AI accelerators. That was that Zone 5 that we talked about in the purple, this one here. And so we heard that from Frank Ostajik. And now the big news and why the stock popped in addition to the credibility of the presentations was the announcement of a third custom silicon customer. Now customer number one for sure we know is Google, they've been a customer, a silicon, custom silicon customer of Broadcom for probably a decade. Number two was Meta, we think. It's been a customer probably the past four years. And you remember, Octane joined the board of Meta just recently. And then Charlie Cowis announced we have a third custom silicon company. Of course, we were all trying to guess who it was. I think it's ByteDance, but it wasn't disclosed. Charlie Cowis, the reason I think it's ByteDance, one of the analysts, Charlie Cowis was asked when the analyst was fishing in the Q&A if the technologies are restricted from selling to places like China. And his answer was something to the effect of currently there are no restrictions on their technologies in terms of where they can sell. So I think ByteDance, the owner of TikTok can't be ruled out. And there are other reasons why we feel that way. But the big takeaway from this part of the discussion was the value of custom silicon. And there were two points that Charlie Cowis made that we'll share. First is the business case for consumer AI at companies like Google and Meta, and I'm suspecting TikTok ByteDance. They're very strong business cases. The bigger the AI cluster that they can build and support and keep up and running and keep loaded and utilizing the better AI they have, the better they can predict what their customers are gonna wanna consume and they can serve content to those customers and the more ad revenue that they can generate. So kind of a proportional relationship between the size of the AI cluster and the amount of money that these internet consumer companies, consumer internet companies are gonna make. And again, that's why another feeling is that it's more likely ByteDance than say an Apple, which seems to be sort of not really a front and center in AI yet, or a Tesla probably doesn't have the volume. You know, Amazon consumer really again, think that social media is where the ROI is. So that's why we think TikTok or ByteDance. Now the second big point that Charlie Cowis sort of left us with is the consumer internet giants have very specific workloads. And if you can customize silicon for those workloads, you can significantly cut costs at power. I think there was one example, they showed a chip that saves 80 watts. You can imagine that over a million chips. I mean, it's just significant for these data center operators. So we think customer number three again is ByteDance. As I say, could be Amazon, could be Apple, could be Tesla, but we think ByteDance makes the most sense. And the reason this is important is because these are durable customers with long life cycles and highly differentiated and very difficult business to displace. And it's good margin, really good margin, because it's hard. And this AI driven era is gonna really contribute to Broadcom's AI revenue. So Broadcom really wasn't hyping the AI wave early on. In fact, at one point, one of the earnings calls that they cocked hands said, to us, it's just another workload. But the company increased its AI contribution forecast saying that 35% of its semiconductor revenues are gonna come from AI in 2024. That's a 10% increase from previous forecasts. And it's up from less than 5% in 2021. So they had forecast 25%, they're now up to 35%, so it's becoming a major portion of Broadcom's revenue. There's so much to unpack for Broadcom's meeting. We have 89 slides of content and dozens of pages of notes from the event. But one of the key point we wanna leave you with is shown here. This was one of the most stunning of group points. Broadcom's premise is that we're moving from a world that is CPU-centric to one that is connectivity-centric. We've talked about this before. But the emergence of alternate processors, alternative processors beyond the CPU, like the GPU, the neural processing unit, the LPU or language processing unit, you'll call them XPUs, they require high-speed connections between them. And that is Broadcom's specialty and the power of its business model is shown in this slide. This is an example of a type of system needed to support AI workloads. Broadcom technologies are shown in the red, so that's their served available market. So the company is surrounded in the AI infrastructure. Now imagine this configuration scaling up and out to many, many, many, many clusters. And the key takeaway is shown on all of Broadcom's slides. It's like Charlie Cowes' mantra, open, scalable, and power efficient. And Broadcom is focused on open technology standards. Two examples are PCIe, where they were an early innovator, and Ethernet, they were the founder of the UltraEthernet consortium, one that will allow this massive scale out of these clustered systems. As John Ferrier says, we're entering clustered systems in the AI era, and it's a new type of clustering. It's got internal switching that's very, very fast, and it's got external switching as well. And there's only two companies on the planet that really are in a position to provide that. NVIDIA and Broadcom, NVIDIA taking a proprietary approach, Broadcom with an open approach. So it's very nuanced, but interesting tidbit that was shared by Jazz Tremblay about Blackwell. And Blackwell's NVIDIA's giant GPU, just as a reminder. The southbound connectivity is proprietary NV Lake, a very important technology that NVIDIA had to develop in order to make Blackwell work. But the northbound connection is PCIe. So even NVIDIA, which is a highly proprietary architecture, you know, which is built around InfiniBand from the Melanox acquisition, even NVIDIA must play in the open standards world. Kowas also mentioned, it was kind of interesting in the meeting because, you know, Broadcom and NVIDIA, they kind of do this around Ethernet and InfiniBand, but Kowas mentioned that Broadcom has a great relationship with NVIDIA, and NVIDIA is its fastest growing customer. So you can begin to see how compelling Broadcom's business model is because it sells to consumer internet companies, device manufacturers like Apple, hyperscalers, enterprise players like Dell and HPE and others. As well, the clear takeaway is that Broadcom does the really hard silicon work that others can't do. The example was given, was that a lot of folks can relate to is anybody can ski the green trails, you know, the green circles. But those double blacks and extreme skiing with the warning signs and the skeletons, Broadcom does that really well. They love that business. And there's a huge barrier to entry there and the margins are high in that business. So look, there's so much more we could talk about from this meeting and we'll share more over the coming weeks and months as we digest this material. I mean, especially again, this InfiniBand versus Ethernet discussion, which was fascinating, Jensen essentially saying that Ethernet is pretty much useless for AI workloads and Broadcom countering with many, many proof points of AI leaders like Meta, Google and others that are adopting Ethernet. And of course, Ultra Ethernet is what's going to allow the industry to scale out open standards. You know, open over the long run, generally wins. We'll see how much runway NVIDIA has. Personally, I think it's significant because of the CUDA software and the lead they have there. But again, open systems has always proven that the innovation flywheel can catch up with proprietary. So we're going to leave you with the following thoughts. The AI tailwind, it's broadening and we're seeing sort of unprecedented AI demand for some companies. So clearly that's the case with NVIDIA. Everybody's lining up to get Blackwell. The big three hyperscalers are getting at those, the specialized clouds like CoreWeave and Genesis and others, you know, we're very well funded. Dell is leveraging its supply chain to get those GPUs, you know, HPE and supercomputers. And so there's strong demand for those GPUs and the companies like Synopsys and Cadence and Ansys who provide design software and LAM Research and obviously TSM are seeing unprecedented demand for these high performance and highly complicated AI chips and AI infrastructure. You know, others are more susceptible to the macro right now. We gave two examples of Cisco and Snowflake. You know, they got some other issues that they're working through, but they're going to have to prove out their AI innovations and demonstrate to their customers that they can, you know, drive value. We think they will, but they've got to show that they can do that and execute if they're going to participate in this AI updraft. NVIDIA and Broadcom, they've got dramatically different strategies and routes to market, but both have sustainable motes with what we think are very long runways. There's a lot of discussion and I think confusion around training versus inference. You know, NVIDIA is doing a lot of training, although in their earnings call, Jensen said that over 40% of their revenue came from inference. Now a lot of that inference was chat GPT, but nonetheless, NVIDIA's got solutions for inference, but as costs come down and the requirements sort of shift toward inferencing, you know, NVIDIA is being challenged by some of the competition. And so you're seeing, you know, a lot of folks sort of with knives out, trying to attack NVIDIA, particularly the inferencing, because frankly, the training is, you know, they've got the high watermark in training and that will continue, but you know, it's going to be interesting to see, will today's inferencing or will today's training become tomorrow's inferencing with depreciated assets that'll do inferencing just fine? How will NVIDIA approach that? NVIDIA announced a number of software tools that they'll license for $4,500 per year per GPU to build AI, to build LLMs, to do RAG, and a lot of that's going to go toward inference. So that's a relatively low-cost entry, you know, with the software-defined model that NVIDIA has. Really at Broadcom is 100% going to participate in both training and inference because it doesn't care what you do. It's just going to supply that connectivity to any workload. Now, again, as we said, consumer AI ROI is very clear. And the really important point here is consumer markets always lead and eventually the enterprise adopts. AI ROI has to be tangible in the enterprise for the macro headwinds to really subside. And that's something that we're watching very closely. All right, that's it for now. Thanks to Alex Meyerson and Ken Schiffman on production and Alex does our podcast. Kristen Martin and Cheryl Knight helped get the word out on social media and in our newsletters and Rob Holt is our EIC over at SiliconANGLE.com. Remember, all these episodes are available as podcasts wherever you listen. All you got to do is search breaking analysis podcasts. They publish each week on theCUBEresearch.com and SiliconANGLE.com and you can email me at David.Ballante at SiliconANGLE.com or DM me at D-Ballante. Comment on my LinkedIn posts and please check out ETR.AI, they have the best survey data in the enterprise tech business. This is Dave Ballante for theCUBE Research Insights powered by ETR. Thanks for watching everybody. We'll see you next time on breaking analysis.


Machu Picchu is an Inca city in Peru. Construction of the city started in 1450. The ruins are about 2,400 meters above sea level. The city covers about 13 square kilometers. For centuries, the city was buried in the jungle and wasn't discovered again until 1911. Today Machu Picchu is one of the most famous tourist attractions in all of South America.


A quick guide on how to obtain the epichow integration, that's how it's pronounced, it probably ain't, I'm usually wrong, but hey ho, this is easily one of the best looking weapons I've seen in a long time, which isn't an exotic, you need this thing. How's it going guys, my name's DPJ and if you do enjoy the video leave a like, it really helps out and if you like what you see and want to see more, be sure to subscribe. Okay so this quest starts with Nimbus on Neptune, this quest rewards you with this amazing looking hand cannon, as well as your newest aspect. So step one is to collect tracking data from Cabal on Neptune, here guys I feel it's probably best you head into the Heimsa Park area to get this done quickest, but anywhere really on Neptune where there is Cabal won't take you too long. Now once you have collected all 10, which I will say don't drop from every Cabal enemy by the way, your next step then is to head into Myers Retreat. If you are unsure of how you get here simply track the quest on your director and follow the points.  Your next step is called part in the Veil, you now have to acquire additional Vex data from the Icarla Complex, again guys mark this on your map via tracking this quest and then head over here.  Once you are done here your next step is to complete the mission of part in the Veil, which is started literally right behind this last area, so go ahead and start this mission. The mission takes you to an also familiar area where you faced the last nightfall campaign boss of Calus. Here you have to take out a few adds as well as a boss called the imprint of Nezorak. Now upon defeating him you are basically done here, head to the Hall of Heroes within Neptune and then to that meditation point to get both this amazing hang cannon and that aspect and while you are done guys it really is that simple, a guide on how you get this amazing hang cannon in under 4 minutes, never mind 8 minutes, you don't need 8 minute guys for simple things like this, yes I know you guys have missed me, am I honest, but there we have it guys, go get this thing. On that note the end of the video has arrived, if you enjoyed it leaving a like really helps out, feel like what you see and want to see more be sure to subscribe and hopefully guys I will see you on that next one.


Everybody Matt here for late in sports cards ripping 10 boxes for Tom see We have a box of 2022 bowman's best a box of 2023 tops tribute and an eight box case of 2023 tops finest All right, here we go. Good luck Let's do the bowman's best and tribute laughs to do the finest case first All right, Tom This one makes up for it. Let's start off hot here while I'm grizzling. There's Chris Bryant sky blue 300 Rara Simeon Woods Richardson rookie aqua refractor 199 Cunha refractor nailer Jordan Walker rookie Headliners Derek Jeter Senga We'll do a recap With it being a longer break Gunner Henderson rookie aqua shimmer to 175 nice one and rookie design variation auto shea lingaleers Rainow Adley rookie Suzuki refractor Spantino headliners Albert Puholz Rashida and Jonathan Aranda rookie green speckle to 125 ronda wit and tow of our Podai Senga rookie design variation Fujinami headliners Ichiro and auto clayholms Tani Bo Nailer rookie refractor box number two refractor von Grissom rookie blue refractor to 150 Nice and Tom. This is rookie orange refractor Jolly Manessus to 25 Riley green Tate's refractor Manessus headliners Vlad Josh Young rookie rookie design variation Francisco Alvarez Theohal and by this moment Sado Byron Buxton Headliners Ken Griffey jr Michael Harris, and I want to see a Super in this case here in judge purple 250 Osvaldo Cabrera rookie refractor Nolan Gorman rookie Let's go grab some boxes after this Rafael Devers Oswell, Paraza rookie if you'd like a box drift grab it up I'll grab it in my next trip here and His headliners Mookie Gunner Henderson rookie should still have some Anthony Volpe That is Kyle Stowers rookie Otto. Nothing messing around. Come on box number three Soto rivalries die cut Bryce Terang sky blue rookie Alvarez out Thomas as an extended base Corbin Carroll rookie About to pull a huge hit Bregman Gonzalez Headliners Arunato Riley green something that wows viewers But also inspires the next generation Blue and aqua vapor to 250 Arunato and rookie Otto Simeon Woods Richardson Nessus Kodaisenga rookie refractor Josh Young Johnson Bryce Harper green refractor to 99 Prado Spear Gabriel Moreno rookie refractor Michael Harris rookie It's Von Grissom rookie lava refractor 100 headliners Bryce Harper and Rookie orange refractor Otto to 25 Ezekiel Doran You go Tom nice orange rookie Otto Gorman and J rod Box number four Jordan Walker that is a rookie rose gold to 75 There you go Tom 41 of 75 Ethan small rookie Otto Naylor Walker rookie Mike trout Purple refractor to 250 Senga. It was like we're moving in the right direction now Adley rookie Soto headliners Oswaldo Prasa rookie refractor was takiyoshita and Nice rookie green refractor Otto 53 of 99 Corbin Carroll There you go Congrats Tom Awesome rookie green refractor Otto will mag that one for you Hoskins headliners Mariano Simeon Woods Richardson and Jonathan Aranda rookie green lava to 99 truss Fractor and Jordan Walker. That is blue aqua vapor to 250 Headliners Yellich. There's Corbyn Carroll rookie and Francis Guadrez rookie Henderson rookie refractor and James Altman rookie Otto. Oh nice box second half of the case Lade Michael Conforto purple to 50 Gorman rookie O'Neill cruise sky blue Shintaro Fujinami rookie refractor and Matthew Libertor rookie Otto under Henderson rookie Olpe rookie refractor Minoa Rara should still have some room if you want something rip grab it up oba chef Suzuki tees headliners To be exact. I would say a bit of room Masatake Yoshida rookie green lava to 99 There you go. Nice one Tom Walker rookie Clannahan and rookie design variation blue refractor Otto to 150 Shea Lengaleers Marino Masatake Yoshida green speckle to 125 nice one Tom Get some really good rookie parallels in this case Adley rookie Soto headliners. Hey Kyle after this break Right now we have just a little under two hours to go We'll have to cut it off till I have to stop ripping get out of the way for the evening breaks Right now after this we have one two three five six seven eight nine ten eleven twelve thirteen boxes in queue I think if you get something now it'll get ripped during the daytime personals of a four three thirty Pretty sure Chipper Jones die cut Max Meyer blue Aqua vapor rookie to 250 and gold Schmidt But if order if a bunch of orders come in and I can't get everything We have Kyle going live on the latent two channel at five Anthony Volpe rookie sky blue refractor to 300 And Dermis Garcia Rookie Otto Lengaleers rookie refractor Correa no group breaks on either channel tomorrow day or night You're not for the national breaks Michael Harris rookie and then I will be Ripping tops chrome baseball release day breaks Mookie bets aqua refractor to 199 an hour early I'll be doing an hour earlier than the normal release day time 9 a.m. Eastern on Wednesday. I'll be doing tops chrome baseball Garrett Mitchell rookie refractor Gorbin rookie Says headliners Bryce Harper kinsu kroy black gold There you go. Nice one Tom Marfiento's rookie blue refractor Otto to 150 nice met Keller match Wilson Contreras Aqua shimmer to 175 Rosa Yes, I'm really funny videos on Yeah He was like a high school baseball coach that moonlight did move like a moonlit as a stand-up comedian Jayrod refractor Gunner Henderson The captain next time he's in Florida Anthony Volpe Riley green rookie design variation Devers Nolan Gorman rookie refractor Tatees headliners in box number 7 JT real Muto and rookie Otto bone nailer Clean a hand for a baby your rookie sky blue 300 mirrors Corbin Carroll rookie Francisco Alvarez Yeah Yeah, I saw you in queue Ronald Acunha After this one looks like you have Two orders ahead of yours It's Francisco Alvarez that is rookie design variation refractor to 99 Riley green Is he Ezekiel Tovar rookie refractor? Headliners Cal Ripken Josh Young rookie. Let's see a huge hit in here. There's wander Aqua shimmer to 175 I'll to V Bobby wit rookie design variation Gunner Henderson and rookie green refractor out of the 99 Linion Sosa headliners winfield Michael Harris rookie can wall to chuck rookie refractor at last box of top's Finest There we go. Good luck Tom after this one. We have Karen with the Chronicles basketball mr. Walker headliners Nolan Ryan Moreno, and then I'll have to go get some boxes. We have Mike Radisak Chad Luke Simon Chris Joshua and Scott that is our current cue Smith Come on. Let's see a big one There's Adley rookie Mike trout refractor Rookie blue refractor auto to 150 Oswald Parasa go Tom Sheetah Headliners Otani Devers refractor and Cal Mitchell rookie aqua refractor to 199 baby and Anthony Volpe Rookie blue refractor to 150 go Yankees Tom Tom has all 30 teams Gunner Henderson Chano Bay rookie Beltray and Chado purple and Ken Waldechuck rookie auto rookie design variation Nolan Gorman Nailer and bottle Aaron judge refractor Sango rookie and Alex Bregman not a bad case of finest there See if we can do even better though with Bowman's best in tribute one Soto Jackson holiday perspective royalty Shit Leo Rodriguez rookie and that is green refractor auto to 99 Oscar Coloss 73 of 99 Alec Thomas rookie purple refractor to 250 and George Kirby rookie refractor This is mini diamonds. Ellie Dela Cruz. You know a nice one Thomas to 299 There was a Jeremy Pena rookie in front of that Tony refractor Reed Detmer's rookie elements of excellence and Jaren Durand rookie refractor Brian Acunha and Reggie Crawford auto Something on that car above my left thumb there. We'll take a look at it and see Looks like that'll probably come right off actually Make it fell off as I was moving it. There's J rod UFO rookie Jackson holiday Well Watson global impact and Spencer Torkelson rookie refractor tomorrow Miranda rookie refractor This is refractor auto Luis Gonzalez Santana blue and josh low rookie refractor Stephen Kwan rookie hunter green and Elijah green global impact atomic refractor die-cut yeti cap a Cross the Mercedes Reggie Crawford refractor auto nice Crawford Valera and Jayce Reed Detmer's rookie atomic and Coloss. All right last box tops tribute good luck Tom Stephen Kwan and That is triple game-used relics Juan Soto purple to 50 Sean Murphy Salvi and Paul Canerco auto to 199 Freddie Freeman green to 99 and rookie auto. That's green to 99 Michael Tuglia There and judge dual game-used relics green to 99 Sandia Contra Wander and stamp of approval game used Jersey green to 99 Alex Bregman Pudge Mount Castle and auto purple to 50 Friday meal Reyes Simeon these Castillo Brett Beatty rookie And auto that is gold to 75 Andy Pettit. You just a minute here. We'll do a recap So we had rice Harper headliners Kensacro black gold Brett Beatty rookie sky blue Anthony Volpe rookie sky blue George Walker rookie blue Aqua vapor Gunner Henderson Aqua shimmer rookie Anthony Volpe blue rookie must take Yoshida green speckle and green lava Francisco Alvarez rookies design variation Refractor there to 99 Joey Manessus rookie orange 25 Yankees It's 99 there and judge Astros 99 Alex Bregman pot raise to 51 so though autos Rookie Shea Lange leaders finest moments Byron Buxton Then refractor Luis Gonzalez refractor Reggie Crawford and base Refractor clay Holmes Rookie Dermis Garcia rookie bow nailer Rookie Ken Weldichuk rookie Matthew Libertor gold 75 Andy Pettit Rookie James Altman Rookie Ethan Small rookie Simeon was Richardson rookie Kai Stowers To 199 Paul Canerco This is rookie design variation auto blue to 150 Shea Lange leaders Rookie blue Marfientos rookie blue Oswald Paraza green Oscar Colas and Green rookie Lenin Sosa Yeah, green to 99 Michael Toglia purple to 50 front meal Reyes rookie orange refractor out of 25 Ezekiel Durand rookie rose gold 75 Jordan Walker and Rookie green refractor auto to 99 Corbin Carroll That'll do it for your break. Thank you Tom. Appreciate it. We'll get these right out to you