From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. HPE's announcement of an AI cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high performance computing business. While we think HPE has some distinct advantages with respect to its super computing intellectual property, the public cloud players have a substantial lead in AI with a point of view that generative AI is fully dependent on the cloud and its massive compute capabilities. The question is, can HPE bring unique capabilities and a focus to the table that will yield competitive advantage and ultimately profits in the space? Hello and welcome to this week's Wikibon Cube Insights powered by ETR. In this Breaking Analysis, we unpack HPE's LLM as a service announcement from the company's recent Discover conference. And we'll try to answer the question, is HPE's strategy a viable alternative to today's public and private cloud gen AI deployment models, or is it ultimately destined to be a niche player in the market? And to do so, we welcome to the program Cube Analyst Rob Streche and Vice President, Principal Analyst at Constellation Research and friend of theCUBE, Andy Terai. Gentlemen, hello. Andy, good to see you again. We saw you this week. Great to have you back. Good to be here. All right, let's start with what HPE announced. They entered the AI cloud market via an expansion of GreenLake as a service, its platform, companies offering large language models on demand in a multi-tenant service powered by HPE supercomputers. HPE is partnering with a German based startup that none of us ever heard of, at least I hadn't, called the LEP Alpha, a company specializing in large language models with explainability as one of the features. HPE believes that this is critically important for its strategy of offering domain specific AI application. HPE's first offering is going to provide access to something called Luminous, a pre-trained LLM from LEP Alpha, which will allow companies to leverage their own data to train and tune custom models using proprietary information and avoiding IP leakage. So let's start with you, Rob. What else can you add to what HPE is offering here? Yeah, I think that what's interesting is that they're taking cray to the next level and making it as a service versus having to buy a supercomputer and bring it on. It makes it more accessible to the supercomputer infrastructure and it gets taking advantage of the underlying software, which is interesting. But when you start to peel it back, they're still six months away from having it GA in North America, which they announced it'll be towards the end of the year and then in Europe, you still have until next year. So I think they're playing catch-up in this space in a pretty big way right at the moment. Andy, in your view, how viable is this strategy? So, first of all, like Rob said, it's only an announcement now, it's not GA, at least for another six months or so. So take it with a grain of salt. But one of the things what they are suggesting, which could be compelling for large workloads, right now the problem is, when you go to the public cloud, the way you're setting up the machine learning models, LLumps and the train, the whole many odds. There's a lot of data science and productionizing work involved before you can get the models production. What they are suggesting is that, give us the best possible biggest workload throughout us, we'll figure it out and how you need to be efficient. We'll have our green lake services, we'll have our supercomputer, powerful network, powerful hardware, powerful storage, powerful memory, powerful, whatever, we'll figure it out. You don't have to fine tune anything, you throw the workload at us, we'll make it train and run. And that's, which is actually very good for too high volume like HPC workload. So it's a good message, not ready yet. And I need to see a whole lot of details. For example, they've just sat in the panel and talked about machine learning operations as key, but I don't see any announcement saying how they're going to execute it. So there are a lot of holes, big announcements. Is it going to move the needle? I don't know. Yeah, but you have to be a point being that the viability in the premise is simplification. So that's good, but now it's a matter of execution. Now this, you kind of alluded to this, but this is not IS, right? Be specific, what are they actually delivering? They mentioned several workloads to come like climate modeling. Right, well they had three models that they're really approaching, which was climate, it was bio-life sciences, and it was healthcare. We're the big three that they were, and they alluded to the fact that they were going to have financial models as well. What should it be, of course? Yeah, they have to. I mean, I think that's, without that, you don't get a lot of the non-governmental types. I think what they're focusing on is a lot of the workloads that Cray really does well with today. And to Andy's point, they're trying to simplify it by saying, hey, you can use our models out of the gate, or you can bring your own model. I did ask that as part of one of the follow-ups was that, great, so I can use luminous, but what if I wanna go and use something from one of the others, like Anthropic, or what have you? And they said you can bring it. I think to what your question, it's more a platform as a service that they're providing versus infrastructure as a service. So to Andy's point again, you don't have to go under and plumb all the data together and stuff like that. Well, Andy, what about the partnership with the left alpha? I mean, a lot of the analysts are like, why are you dealing with this little tiny company that's raised, I don't know, $20, $25 million as opposed to working with one of the other firms that maybe is more mainstream or well-known? Of course, the cloud guys, many of the cloud guys anyway are working with them. Of course, Microsoft with open AI, you see guys like Huggingface, but you know this space really well. What are your thoughts on that move by HPE to work with an upstart like a left alpha? So it's not about who they are partnering with, right?  So it's not the goal is not about them showing that. The goal at the end of the day for HPE was to show, look, right now LLM is the craze. I mean, so far when you think of a thick, big AI workloads, it used to be HVC. Rob was mentioning that they were talking about the climate weather prediction, genome modeling, seismic analysis, Monte Carlo analysis, even computational fluid dynamics. All of the things HPE is known for have been doing for a while. Now, LLM has the model training needs and the size of the model, the time it takes to train, it has come up to the same level as some of the big HVC workloads. And everybody on their uncle, as he knows, is training an LLM model now. So their goal is to show that you could train your own private LLM fairly easily using our service without fine tuning the knobs and everything. You throw at us like I said earlier, we'll make it work. So in that sense, they have shown a demonstrate of the capability of training one large LLM. Hey, this how we do it? This how we did it. It's not any different than, remember, Databricks came out like about three, four, five months ago, they did the same thing. They showed you how to train an LLM. With Valley, yeah. Yeah, and yeah, okay, this is how you do it. And we used, and their differentiation was that, you know, we don't need all kind of parameters. They used their employees data, very small set, trying to, big LLM fine tune using their own data. So everybody's going a variation of it. So it doesn't matter what company, basically HPE wanted to demonstrate, we can train a big LLM using our system, which I think they have proven. But again, in my view, training that still, didn't leave a lot more questions to me to ask. Things like, you know, the HPC workloads are not the pure AI, ML, or even deep learning workloads. You know, there are neural networks, RNN, CNN workloads, you know, all of those things. They didn't exactly demonstrate, you know, how they'll work with that. In order to do that, you need to have a big ecosystem of all of those components. And what HP has decided to do is, I don't want to get into the competitive market of creating a software and doing all of those things. With that, it become very complicated. So I'm going to let you use some of the open source available systems. So they pretty much went all open source. Yeah. Whether it's, you know, from Ray. And I would say that I did, I had Jonas Androulas on theCUBE as the CEO of Left Alpha, pretty impressive guy. What he was really doubling down on explainability is the differentiation. You had something to add? Yeah, no, I think that's the thing. I think the one thing from the paths that they're offering, and I think even, I think Andy Sapolinsky or Adam, sorry, oh my God. Adam Sapolinsky. Yes. We're both right out here, right? Red Eye Brain right now. But when you start to look at it, he was talking about the actual, with the trainiums and the new chips and how sustainable they are when they did their announcements a couple weeks back. I think the sustainability aspect of what they're doing with their cloud that they're building, it is pretty unique in the fact that they're gonna help people hit their scope one, scope two, and scope three sustainability. I think for large companies in particular, at the top of that, which is I think where they're aiming, that's gonna be pretty important because I don't think Amazon's carbon footprint tool goes far enough. It doesn't talk about supply chain, which gets you out of some of those sustainability metrics and things like that. But again, is it enough for them to win at this market? I think it's enough to keep them in and get them enough revenue to build a business. Well, so to Andy, to your eyes earlier point, I mean, HPE's fundamental belief is that the worlds of high performance computing and AR are colliding in a way that will confer a competitive advantage to HPE. And indeed, HPE has a leadership position in high performance computing. As we're showing here, HPE is the number one and number three in terms of the world's top five supercomputers with Frontier and Lumi, both leveraging HPE Slingshot Interconnect, which it believes is a critical differentiator. We're gonna talk about that. Also believes that generative AI is unique workload characteristics favor HPE supercomputing expertise. Here's how HPE's chief technology officer for AI, Dr. Eng Lee Go, describes the difference between traditional cloud workloads and gen AI. Let's play the clip and come back and talk about it. The traditional cloud service model is where you have many, many workloads running on many compute servers, but with a large language model, you have one workload running on many compute servers. And therefore the scalability part is very different. This is where we bring in our supercomputing knowledge that we have for decades to be able to deal with this one big workload on many compute servers. Rob, obviously what Dr. Go said makes sense, but the public cloud players, they have supercomputing services. So why in your view, does HPE feel it has an advantage over the public cloud players? And do you think it does? I think they have a lot of heritage. Now people move around that worked on these projects, but the open grid forum and before that, the global grid forum where I actually ran a research group in there was all of these guys. It was Cray, it was SGI, it was IBM, it was HPE. So when you start to look at it, they do have a heritage in doing these, I guess you could say applications that are large applications across many servers versus time-slicing servers for many applications. So they have this in their heritage, in their software. I think there is an advantage there for them. Isn't an advantage that is above some of those other vendors that contribute it back, I'm not 100% sure that it's there, but you also have these people who moved around, it was open source, there was a lot of fundamental pieces that the cloud guys can go pick up and use as well. It doesn't mean that they can do it in the way that Cray has hardened it over the years for people like NASA, DOE, and others that they've been doing it for for decades now. So I think there is some substantial intellectual property in the software, in that aspect of it, from a grid perspective. But Andy, to your point, you feel like it's really not mainstream, it's more niche. Now whether or not it comes more mainstream or maybe that niche grows, remains to be seen, but I'm inferring from your comments that you feel as though it's a little far off from where you'd like to see the company's momentum. Is that fair characterization? Yes or no? Look, at the end of the day, HP, as with many of the enterprise companies, they're all good storytellers, right? And if you listen to the story, they'll make you believe that they are the only one who has a HPC service, which is actually not true. They're about, at least I can think of about a dozen vendors, about five of them, really good. For example, Amazon, they kept repeating, saying that AWS doesn't have it, but if you look at it, Amazon HPC service is not bad. They run on an elastic fabric adapter powered by the Nitro system on it, right? They run the low latency purpose built HPC app center. So it's not exactly Apple's day-to-day comparison, what they're making, but at the end of the day, they're figured out, they're way back lagging. And look, at the end of the day, in order to do AI data, any of those things to do a training models and stuff, data is king. Data is not with HP right now. Which means all of those workloads, the innovation workloads, as I call it, as we talked about earlier, innovation workloads, AI workloads are always, always, always going to go to hyper cloud. You don't have the data with you to begin with, you don't have the ecosystem to begin with, you don't have the ease of use to begin with. What HP does have is a humongous super compute with their Cray, solid density core, and they have storage where you can put all the data and then combine with the GreenLake data network, all the combination, what they're trying to market is, you know what, we got all of this stuff. Bring your largest workload possible, we can do better than that. Is that going to move the needle for them? I'm still not convinced yet. Well, so, and by the way, I want to, your point about data is interesting, because we heard Adam Salipsky on Bloomberg say, 90%, he's the same as Jassy, 90% of the data is still on-prem. I don't believe that's true. I think the data is more like 45% is in the cloud, not 10% in the cloud. Now, if you include the edge, i.e. Telco, maybe you can get there, but in even HPE all week, we're saying that 70% of the workloads are on-prem. Again, I don't believe it's that high. I think it's much more balanced than they're suggesting. Well, I think it's industry dependent as well. I think especially when you get towards the smaller, newer bin born in the cloud last 10 years, of course it's going to be 90% in the cloud and 10% on-prem or something of that nature. I think when you start to look at the, I was talking to a very large, one of the top five too big to fail banks, they still don't have their strategy nailed down. Is it going to be Snowflake or Databricks yet? They have no cloud databases. So when you start to look at how these large organizations are approaching this, I would also say that especially, because Grid's been around forever, I was doing it at Main Alive Financial, where you're using it to do actuarial tables. So this concept of doing big data on-prem and doing big data in the cloud is not that complicated except for what we're all talking about, which is you got to get the data there. And I think their data story about their data fabric with the Esmeralda stuff and some of the other things they're doing, kind of to Andy's point, kind of helps bridge that. I think I want to see it actually work. And it's, they didn't have a lot of information about how that worked with the supercomputing workloads and bringing the data to the network and to that fabric in their cloud. But the simplification message resonates and they did talk about how a lot of the jobs in the cloud, they fail and they have to rerun them. Now that's not necessarily anything fundamental to the cloud. It's just that it's your responsibility to make them work. So simplification is a good idea and they do have high performance computing data, right? That is sort of their domain. But all right, let's move on. Let's take a look at HPE's line. Can I make a quick comment on that?  About the enterprise data. I actually challenged them in one of the panels that they had and they asked the same question. Here's my view. The enterprise transactional data is predominantly mostly structured data is still in-house. But if anybody claims that the newer innovation data, unstructured data, all the vision, audio and all of this unstructured data, if it's predominantly on-prem, they're lying. Most of that is on-cloud because- Either they're lying, Andy, or they just have flawed assumptions. But just look at the numbers. If the big four, if you include Alibaba cloud players are going to do close to 200 billion this year, throw in the SaaS guys, where's the rest of it coming from? I mean, services? I mean, it's just, I'm not buying it. Well, I look at that and I say, especially where they said, hey, we're starting with customer support and being able to AI enable our customer support. I bet you their customer support docs are in the cloud. Nobody keeps those on-prem. But here's the irony, here's the irony. Both the public cloud player, AWS, and the private cloud guys, HPE, Dell, they're both saying the same thing and touting it as an advantage. I believe that there's more of an equilibrium that's closer to 50-50 than anybody thinks. Anyway, let's move on. We're going to take a look at HPE's lines of business and how it's AI and HPC business fits and how it performs. Remember, HPE purchased Cray in 2019 in Silicon Graphics 2016, I think, a few years before that to get into the HPC space. And looking at HPE's most recent quarter, you can see here how it reports its business segments. HPC and AI is a multi-billion-dollar business and it's growing, but essentially it's break-even. So not a great business from that standpoint. It brings bragging rights but not profits. Intelligent Edge, by the way, AKA Aruba is the shining star right now. It's got a five-plus billion-dollar run rate, 27% operating profit. So margin-wise, it's their best business. It throws off nearly as much operating profit as HPE's really strong server business. So guys, I want you to listen to this clip from Antonio Neary talking about HPE's unique IP in this space relative to the public clouds and get your reaction. Please play the clip. I mean, if you think about how public clouds are being architected, right, is a traditional network architecture at massive scale, right, with leaf and spine, where generic or general-purpose workloads of sorts use that architecture to run workloads and connect to the data. When you go to this architecture, which is an AI-native architecture, the network is completely different. You mentioned Slingshot, right? That network runs and operates totally different. Obviously, you need the network interference cars that connects with each GPU or CPU for them, either, and also a bunch of accelerators that come with it. And they are all about the silicon programmability with the contention software management. And that's what Slingshot is all about. It takes many, many years to develop. But if you look at the public clouds today, generally speaking, they have not developed a network. They have you be using, you know, companies like Arista, Cisco, or Juniper, and the like. We have that proprietary network, and so NVIDIA, by the way, right? But ours actually opens up multiple ecosystems, and we can support any of them. So it will take a lot of time and effort. And then also remember, you're now dealing with a whole different compute stack, which is direct liquid cooling, and that requires a whole different set of understanding. And the data center is very different as well. Okay, so lots to unpack there, guys. The network, the Slingshot interconnect, the data services, ecosystem, liquid cooling. Andy, what do you think? Is HPE naive about the capabilities of the public cloud players? Or is this HPE flipping the adage that Andy Jassy invokes, i.e. there's no compression algorithm for experience? Is he flipping that on the public cloud, guys? Kind of both, right? So the number of what you showed there for HPE and AI, even though it looks very, very high, the actual number, I can guarantee you, I asked them the question they refused to answer it. The, I would say about 98%, probably 95, 98%, coming from the classic HPE-C workloads that they have now. Right? Yeah, can you see, yeah. The rest of it, the pure AI workloads, including LLM, I mean, they're just showing that they are demonstrating how to use that. So are they be able to convince people to come and run a LLM workload on these servers? I very highly doubt that. One, you don't have an ecosystem and you don't have an MLOps practitioner in place, but more importantly, in order for you to get the model and train them, you got to have some kind of a repository, partnership. HuggingFace is an example that they're not even considering and AWS, that's why they're brilliant. AWS is taking a similar approach to HPE, but they are doing it in a little bit different way. You know what? The back end could be whatever, whoever we are, you bring the model from wherever, we'll fine tune the models, we'll make it run. They are partnering with OctoML, they are partnering with the HuggingFace. HPE is not doing any of that. Maybe eventually they will, but right now it's, they're going again after the pure HPC classic glores, they are trying to rebrand it as AI workloads, they're claiming that we're going to get all of that. Is our people going to do that? I don't know. Again, like we talked about, it is not there. Well, but the HPC guys might do it, so maybe that's not such a bad strategy. The question is whether or not it's going to actually drive profitability. I mean, that's my big question. I love the bragging rights, but that HPE's business needs, first storage has to be more profitable and HPC slash AI has to be more profitable. Yeah, and I question the whole network as an advantage thing. I think maybe they do have a little bit of an advantage right now, but everybody's buying parts from everybody else. I mean, they're buying Melanox, Infiniband from NVIDIA, they're getting other stuff from other people beyond Slingshot, which is that, I'd say, Franken Ethernet that they've built out and it's not really standard Ethernet. So yeah, Franken Ethernet, right? I mean, it's got a band. Number one and number three, now I know these are LeapFrogs. Yeah, but I mean, again, it's an interconnect. I don't know that that's why they won those deals, right? I mean, you start to look at the number of AMD cores in both of those and you start to look at all the other pieces that go into Oak Ridge National Labs and you start to go, well, where's the DOE going to buy from? They're going to buy from an American company. They're not going to buy from Fujitsu. They're not buying from Fujitsu. So I think, again, if I'm one of the other American server manufacturers, I look at that and probably go, why aren't we up there? But at the same time, they do have the software layer, they do have the water cooling. I mean, how many times did I feel like I needed to go back to the trade school and get a plumbing license so that I could be a plumber to run a data center now? I mean, I start to look at this and go, okay, if water cooling is where everybody's going and this is what we're going to do, we're going to need a lot more plumbers in platform engineering because I think it makes sense from the sustainability perspective, but I'm also looking at it going. There's things there that as the models become more efficient, is the water cooling going to be that big a thing? I don't know. And I think, again, it goes back to our earlier premise that we're still not GA and there's still a lot of questions back to what's, you know, is sustainability going to really do? I think in Europe, sustainability will significantly help them. I don't think it's as big an advantage in North America as it is. When you say water cooling, you're not disputing that water cooling will be necessary. You're saying, is it a differentiator? Is that what you're saying? I'm wondering if it's 100% necessary. I think it probably is to be as efficient as they want to be, but I think that to be in this and to generate revenue from AI and LLMs, is it necessary? And are they going to be able to, because at mass, do I need that? Yeah, you're not going to have water cooling in your phone. Who knows, maybe you will someday. All right, I want to explore with you guys how to think about this announcement. In other words, does it have the potential to go mainstream or is it destined to be a niche status? That's kind of one of the themes we're poking at today. Here's some ETR data asking organizations that are pursuing Gen AI. These are folks that said, yes, we're pursuing Gen AI. Actually, we're, sorry, they'll cross the survey. Are you pursuing Gen AI? I'll get to the data in a second. And LLMs and what use cases they're evaluating or pursuing actively in production. And I misspoke at first. This is not just people pursuing it. 34% of the organizations say they're not evaluating, which is surprising to me. I bet you they are actually, they just don't know it. But it's what you'd expect in terms of the ones that are chatbots, they're generating code, they're writing marketing copy, they're summarizing text, et cetera. But HPE has a different point of view. They're focusing on very specific domains where companies have their own proprietary data. They want to train that data. Don't want to incur the expense of acquiring and managing their own supercomputing infrastructure. That's HPE's premise or any infrastructure, GPU infrastructure. At the same time, HPE believes because it has unique IP that it can be more reliable and cost effective than the public cloud players while still offering the advantages of a public cloud. So Rob, is HPE onto something here and that these mainstream use cases are not where the money is for HPE? In other words, they can leverage their supercomputing prowess. And is there gold in those hills with HPE strategy in your view? Yeah, I think exactly they're gonna go to the edges, the edge cases that are more in their wheelhouse from an HPC perspective. And I think even Andy was saying the same thing. I think, is there enough revenue there? Probably. They don't have to be as big as Amazon from a global coverage perspective to win and make this a profitable endeavor. I think what they can do is they can bring supercomputers to people who don't have the means to go, you know, they're not Oak Ridge National Labs and gonna go buy 96,000 cores or something like that. So I think there is a middle ground where they could help people who can't get there or have tried to do it and failed on-prem with standard hardware and GPUs. Yeah. Eddie, anything to add to this? Yeah, first of all on your chart, 34% not evaluating, they're just hallucinating. They don't know that their people are evaluating. Probably 100% of the people are evaluating that. So that's- No doubt, right? I mean, he gotta be. How can you not be- So coming back to this, again, remember I seem to be the only one who's making the differentiation AI workloads. Nobody else is talking about it. There is a differentiation between innovation workloads and there's a differentiation between and the mature workloads. For innovation workloads, almost every single CXO I spoke to, I spoke to many of them over the last year, none of them seem to care, not because especially they are experimenting right now, sustainability, carbon footprint, cost, efficiency, none of them seem to matter. Can I experiment? Can I get the model working? Can I get it to go? That's their important differentiator. I need to get going like that. That's why ChatGPT and other LLMs pre-train enables you to retrain to go to the market faster.  However, when the model matures, when I want to fine-tune and start running it in full speed, the maturity comes in, it's a different set of problems, including security, governance, ethicality, explainability, sustainability, even liability. So that's the core market that if I'm not getting it wrong, that HP wants to go after. I want you to train first, get the model right, when the workload matures, bring it to me, I'll take care of doing all of these things for you without having to go through multiple ML engineers. If they get that message right, if that works out, it could work out really well for them. And sustainability could come into play at that point. Until then, who cares? Okay. All right, I want to talk about a tale of two points of view. So, I just kind of tongue in cheek, but I tweeted this out during the situation when Matt Wood of AWS was on the main stage with Antonio Neary, and much to my surprise, Matt Wood said, well, the fullness of time, he didn't say the fullness of time, but he basically said over time, which is Amazon always talks about in the fullness of time, but over time, we still believe all the workloads are getting more, most of the workloads are going to go to the public cloud.  And then Antonio basically countered that with, yeah, the world's hybrid, dude, and it's going to be hybrid indefinitely. So I put this tweet out and it reminded me of that scene in Bridesmaids where the two Bridesmaids are dueling for attention of the bride. But there's another sort of underneath this line here, the supercomputing workloads are different and HPE has the expertise. We heard Andy or Adam Salipsky on Bloomberg basically say, I'm practically quoting here, but I'm paraphrasing, LLMs are fully dependent on the public cloud and it's massive compute capability. So, you know, in the end, in the movie, the Bridesmaids, I guess they were kind of both right. And there's probably a market for both. I think there's no question that there's a bigger market as you guys have pointed out in the public cloud, but HPE's got to go from its position of strength, which is supercomputing. Anything you guys would add? Yeah, I mean, I tend to agree that they have to play it to their strengths. And I think to just exactly what Andy was saying, you know, maybe the next six months is, and I don't even think maybe, I don't think everything's gonna be decided in the next six months till they get to GA. I think this is gonna have a long tail on it. There's time to Andy's point, you know, that he was making about, hey, train the models, then get to production. And when I get to production, and I got to worry about my scope one, scope two, scope three, and my science-based, you know, sustainability data, till then, let me play around. I need a place to play and maybe the cloud is a good place for that. So let's take a look at some of the ETR data again. And Andy, you're gonna, I think, this is your wheelhouse here. So this data shows the MLAI spending and which companies are getting all the action. It shows a net score spending momentum on the vertical axis and the horizontal axis is pervasiveness or presence in the data set for, again, specifically the MLAI players. Right after that, focus on the big three public cloud players, Microsoft, AWS, and Google. They're pervasive and they're all above that magic 40% red dotted line, which is an indicator of highly elevated momentum. Databricks also stands out. You guys are gonna both be at their conference next week. I'll be at Snowflake. And as an aside, Andreessen just published a version of the LLM stack as they see it this week. Databricks IP was all over it. Not a lot of Snowflake in there. You had a little bit of Streamlit, but I expect we're gonna see some announcements this week in that regard. So it's the Snowflake has its own stack. Let's face it. So anyway, Databricks clearly a player in that mix. And I got a peek at the July ETR survey data and it's not going to surprise you that OpenAI is setting new records beyond even where we saw Snowflake at its peak net score, which is kind of during the pandemic up in the 80% range. You see OpenAI is rocketed up to the lead and you're going to see that in the ETR data soon that OpenAI has really gone mainstream. In core, there's a core IT shops, IT decision makers. So it's no surprise that you don't see HPE in this mix, but I would say over time, Andy, if the company's aspirations are to come true, like Oracle and IBM, you would want to see them on this chart, don't you think? You would want to, would they make it to the list? I don't know, because like I said, all of those companies, if you look at it, there is a commonality in there. They all talk about not only training a large LLMs, they're also talking about retraining existing models, fine-tuning the models and the whole line yards. And HPE is taking a different approach. They are saying, bring the whole inch a lot of the huge speakers model will tackle it, right? So if that messaging works out well, they could become the center of force to train all of those things, but none of these guys want to go after the market. They'll, will give you an option. You can take a model from whether Albeka or from A21 Labs or even from existing hugging face models. You retrain, fine-tune, and then you work on it or even have your own data and do it. So they, again, at the end of the day, their core information is not about do want to make it work. I want to sell my strength, you know, computer, I have networking, I have storage. I want to sell all of this to you. So bring the biggest possible model. I'll make it work with all of this stuff. So would they succeed? We'll talk about the next year or so and then we'll see. You know, Rob, I did give HPE props for, for including LLMs in Green Lake. I didn't see that at Dell Tech World and Apex. I, although I've listened to you guys, I wonder is it sort of bespoke Green Lake? Is it like a separate Green Lake? Or is it actually the, you know, Green Lake, you know, integrated into the console part of that, that model? Well, I think we don't know yet, right? I think that's the big thing is we don't know is it integrated into the console? What, is it a separate console? Is it really on top of a Ruba Central stuff? Or is it a separate installation? I have a funny feeling it's gonna be separate to begin with and then be more brought in. I don't think it's like AWS or Azure's consoles or, you know, Google where you can go in and pick from all the different services and just start them with one thing. There'll be links and, you know, different areas to go to. I'm not surprised by the ETR data either but I think it's a place. The only thing that would surprise me is, and I don't know if this is just because people just don't really trust Google as much from a data analysis and what they do with people's data that they're, you know, so distant and so low towards the 40% line. I expected them to be a little bit higher. So it'll be interesting to see in July what, where they end up. Same, yeah, but part of that is the bias that not as many people are using Google Cloud, they're so, but they are using BigQuery and that's what they showed. But I mean, Amazon or Azure's ubiquitous because of their software estate and Amazon's. But if you think about it like still even though there's five countries in Europe that have banned Google Analytics right now, Google Analytics is the largest platform for sitting on top of BigQuery for, you know, web data. So if you're going and doing intention and spending and return on, you know, return on advertising, a lot of times you're going into Google Analytics and building models on top of that and you're using the Google stack to go and do that. Yeah, so okay, so you don't trust Google? No. I trust Amazon. You trust Amazon? I trust Amazon. Yeah, I do. And then, I mean, Microsoft, I trust but they go down a lot. So it worries me. So I trust them for certain workloads. All right, let's wrap here with sort of we'll bring up this last chart and some of the issues that we want to talk about. We think that the real competitive advantage to the extent that HPE has one, we think it does. It's in the infrastructure software. It's not that, I think the big takeaway from listening to you, Andy and Rob is it's not the LLMs per se. You know, because you can bring those in, you know, like Amazon's got its own it'll bring in others, you know, beside Bedrock but that's really, it's the infrastructure software within what they've built with Cray that could be the competitive advantage, right? Right, yeah, I think so. I think that it's that bring your own model concept and the fact that the Cray grid technology has been there and tested over 20, you know, 20, 30 years now. Yeah, and so the next two points, Andy, again, how many models will HPE bring to bear in its model versus the cloud players? And you talked about HPE's AI ecosystem. For right now, it's focused on HPC, you know, can they expand that? Your thoughts, Andy? Their ecosystem is very, very weak. Sorry to say that, but, you know, it's almost nonexistent, right? None of the model repositories, model sharing or even the software stack. So how many models can they bring? I don't know. They got to partner with somebody like model producers and crank up the models and put it out there so people can retrain. Otherwise, they have to force people to do it. But however, like I said, the advantage that I see with HPE, if they get the messaging right, is that with cloud, the problem has always been, that's why it's still cloud is very messed up for deployment for a lot of people.  So you got to fine-tune it, watch it. Government and fitness is a pretty big thing. What HPE is trying to say, at least from my understanding is that, you know what? Don't worry about all of those things, man. Just bring the model. We'll help you train. We'll get the best possible you can be. Don't worry about it. We'll take care of it. We got everything from soup to nuts to take care of that. That could be their one advantage. And second advantage is they don't talk about this a lot, but when it comes to AI models, training is only one part of it. Deploying and inferencing is the major huge issue, particularly when it comes to smaller models, LLMS all the craze now, but the regular AI models, which means their edge and networking could be a huge play for HP in this. Brain in my core and I'll help you push it out the edge and do things with that. That could be huge, which they're not talking about. And sustainability, if the play comes into fruition sometime in the future, because nobody's talking about it now, that could be a good play. But the hurdles they have to go through, they don't have the data, data is king. They got to figure out and convince people to move the data. That's going to be major. I agree. I think edge is going to be huge, but I think it's going to be a lot of this stuff at the edge. It's going to be arm based, low power, very low cost. There's going to be tons of data doing that inferencing at the edge. All right. Last couple of points here that we want to bring up, can the business be profitable? I mean, that's ultimately to me what this is all about. And then, what about quantum, Rob? You brought that up as well. And you might have some thoughts on that. Yeah. I mean, the fact that quantum really wasn't mentioned at all in anything, in any interview, in any analyst session this week, that was kind of shocking to me. Given that the supercomputer really go away when quantum gets there. And quantum as a service, IBM is big in pushing down that space and you have others in that space already. It seems like they're going to have to play catch up yet again in the quantum space. And maybe they're already doing it behind the scenes with Craig and they're already down the, I just haven't seen it. And I think that would worry me because I think that changes the game longer term for this. Well, it's interesting, Andy. I think, Andy, you were at IBM Think. I wasn't there, but I'm sure they were talking about quantum. Cisco talked quantum. AWS talks quantum. Yeah, nothing at HPE Discover. Andy, you got the last word. Quantum is not ready for real world yet. They're all talking, they're wasting their time. Because they're as simple as that. You think it's smart that they didn't talk. Well, in fact, for your decision. I think so because they had to worry about catching up with all these other guys. What's the point of talking about quantum which is out of the possible which is five years away if we are talking about through six months away. Well, in fact, John Furrier said he wished that Cisco didn't talk about quantum for that very reason. All right, guys, we got a wrap. I want to thank Rob Streche and Andy Cherai. Thanks you guys for coming on today. Great discussion and to be continued, no doubt. All right, I also want to thank Alex Meyerson who's on production and manages the podcast. Ken Schiffman as well in our East Coast office. Kristen Martin and Cheryl Knight help get the word out on social media and in our newsletters and Rob Hof is our editor-in-chief over at siliconangle.com. He does some great work. Thanks to everybody. Remember all these episodes are available as podcasts wherever you listen, just search breaking analysis podcast. They publish each week on wikibon.com at siliconangle.com. You can email me at davidotbalante at siliconangle.com or DM me at dvalante or comment on our LinkedIn posts. I could say we post every week. In fact, Rob, AR Insights just reclassified breaking analysis, not as blogs, but as a real research. Cracked the AR Insights 100. I didn't even know it existed a month ago. You and Andy were listed pretty high up there in the top 100, so congratulations to both of you. Congratulations Andy. Like I said, I didn't even know about this list a month ago. Also check out etr.ai for the best survey data in the enterprise tech business. This is Dave Vellante for theCUBE Insights. Powered by ETR. Thanks for watching and we'll see you next time on breaking analysis.


yw Iman Habibur Rahman, Donferman Central Mosque and Islamic Centre? It is with great honour. I stand before you at the Scottish Parliament as I see our Parliament as progressive and one that listens to its people and delivers policies that foster equality and equity for all. We live in a world that has transformed so much in the last 30 years, with technology pushing us further in our ability to develop as a human species. As humans embrace this new age of modernity, we face the paradox of man, fixated on the world of tomorrow, yet forgetting the lessons of yesterday which lead to the state we find ourselves in today. With the advancement of our civilisation through technological innovation and the fruition of futuristic concepts, it is necessary to reflect and understand the identity of who we indeed are and what we represent. It is paramount that we should often take a pause and take time to reflect on what we can be and where we are going as its one reflection that illustrates the vision for excellence. The question is, how often do we reflect? Moreover, even upon that reflection, how often are we asking ourselves the right questions? God has blessed us with the power of intellect to reflect on the connection and values that we share with our fellow human beings. We still see the greed of personal gain and a hateful rhetoric against one another. We make these intellectual advancements, yet we struggle and fail to fathom the understanding of what humanity is, a shared reality despite our external and internal differences. We develop advanced weapons to protect ourselves, to maintain order supposedly, yet they are used to destroy the lives of communities. The recent horrific attack on the tree of life synagogue is one such example amongst many other ills that are still taking place in society. To those affected, we offer our sincere condolences and support as one human race. We live in this bubble as a superior creation of God, yet we still cannot solve the ongoing problems of war, greed, corruption, extremism, poverty, discrimination and neglect. However, the answer to those problems has been there all along in the form of humanity. We see the very best and worst of who we are in times of crisis and how we come together as communities and take care of each other. I ask you this, how we progressed, let us reflect.


What is up gamers? Realistic Gaming here. Today we are back on Roblox and we're gonna be playing Gambit 2 and it finally has been released after a while. It's been a pretty cool while after it said like this huge trend on Roblox. Oh my god, I've got this huge crowd here. It's just so awesome. Oh yeah, you guys. I will be picking the winners for the giveaway on Friday. So I'm giving you guys little more details about it. And tomorrow's video will tell you guys how to enter the giveaway. So make sure to watch tomorrow's video if you really want to enter the giveaway and have a chance to win. Code for 1000 Roblox that Roblox provided to me to give to you guys. So that should be awesome and make sure to watch tomorrow's video. Okay, so let's begin with this gameplay.  Let's try to get an empty boat because we do have a lot of people with us. This guy only has one. Oh, he has two people now. Hold on you guys. I'm trying to pick an empty boat. Okay, you know what? I'm just going to go in here because I want to play this already.  Oh no, no, no, my boys. No, they got left behind.  This is so sad. There was just too many people, man. Oh, Tara Park. Okay, so we're at a park this time. So it seems like we're back in the woods or something. Welcome to Tara Park. I'm Park Ranger Daniel and I'll be serving you as a camping guide. Wait, wasn't that guy from the last camping game? I'm not so sure. Okay, let's start with the quick tour. Keep an eye out for useful items along the way. Alrighty, man. So keep an eye out, you guys, in case I miss something, man.  You look at that. This is a campsite where half of you will be sleeping tonight. It's going to be a blast. Okay, what do you mean by half of us? What is the other half going to do? I'm going to check out the next location. For shell, my boy, let's go. Okay, so where do we follow him? This dude's dancing on his head. Alright, so let's follow Daniel to the next location of the park. My god, this place is awesome. Camp, where does that say cabin and the bathroom? Okay, so they have a bathroom here. Nice. We don't have to dig a hole. That is awesome. Okay, so let's go over here. Welcome to cabin. Tonight, half of you will sleep here. Oh, I want to sleep in the cabin. Way more safer for sure. Okay, so let's go check out the cabin in here. Oh, it's a nice, oh, look. Blockade. Can I grab it? No, I can't. I'll show you where the bathroom is. Alright, so let's follow him. Let's go see where the restrooms are at. Need to find items. Alright, my boy. Right, so it seems like StarDog's already on the go and he's finding the items. You go, my boy. Okay, oh my god. This is a humongous restroom. Look at this thing. Oh, go. Uh-oh. This is creepy. I know something scary is going to happen right here. This is the bathroom. Alright, well, thank you for showing me where I can pee and poo, man. I appreciate it. The mirror's kind of dirty. Yeah, it looks a little rusty. Looks like he has a lot of stains on it. Um, what just happened? Oh my god, dude, there's dead bodies right there. What? Whoa, sorry, guys. We must have been having some electrical problems. You got nothing to worry about, folks. We'll have it fixed up shortly. What? What do you mean? Did you not see the dead bodies on the reflection? Anyways, that concludes for our short tour. I'll give you some time to settle in, search the forest and prepare for nightfall. Alright, that sounds great, man. I'm out of this restroom. Oh my god. You guys saw those dead bodies right in the reflection? The end will shock me. Um, but I'm already kind of shocked as it is. Okay, so what's over here? The bathroom cabin and the hole. Wait, what's the hole for? Oh my god, what is this thing? Kind of looks like we're in the movie where the spider kicks the other guy down that giant hole. That's what it looks like right there. Oh my god, okay. Let's get out of here. Oh yeah, and also have a hot dog.  Okay, it's getting late. Let's split into our two sleeping groups. I will be staying with the group at the cabin. I don't know if I want to stay outside. I'm gonna go to the cabin. Hopefully it's like a thing first come first served. No. Okay, I guess not. I guess he'll separate himself. Hopefully I get to be in the cabin. Yes, let's go. I get to sleep in the nice warm cabin, but I don't know if it's going to be as safe here. I guess we'll just have to wait and see then. We also have a teddy bear. Hey little teddy bear. I'm already your friend. What are you talking about, man? I bought you. I need to go use the bathroom. I'll be back in a bit. No, don't do it, Daniel. Is he really going to go out there by himself? Here, take my lamp. Daniel, take my lamp. Okay, I guess not. He's just left in the darkness. Dude, that guy, uh-oh. I know something terrible is about to happen to Daniel because he just wandered off into the woods and it's pitch black out there. Oh, look. You can see the fire from the other campsite. Yo, guys, can you hear me? Yeah, I don't think they can hear me, man. Okay, so at least you can see the fire from here. I guess that's a good sign. Not really, though, because we're pretty far and we're separated by the river. Oh, look, they're coming over here. Yo, guys. Uh-oh, what happened? I think something happened. Hurry, get inside of the cabin. He's coming. What? Who's coming? I want to see this guy. Actually, never mind.  Oh, my God. So these guys are running from over there to over here because something happened. Guys, what happened? Who are you guys running from, man? Oh, I just heard a noise. Okay, so something's out there, you guys. I think he's gone. What was the start, dog? Tell me. Okay, so these guys were running from something or someone. Who was that? Okay, so it was definitely someone. What was it? You guys spilled the beans, man. We don't know. We're the tactists at the tents. Where's Daniel? Oh, no. Daniel's at the restroom and that thing's out there wandering around. He said he has to use the bathroom. He should be back soon. Yeah, I don't think Daniel's going to make it back. Oh, my God. Poor Daniel. What if Daniel's a killer? Oh, my gosh. Okay, we'll never know to the end. But I'm calling it right now. I'm assuming Daniel might be the killer because he did leave. And then these people came running like five minutes after. I don't know, man. Something's fishy around here. Wait, are they trying to open the door? Hey, guys, are you okay? I heard some screaming. Were you telling scary stories? Oh, Daniel, these people got chased. Wait, why is she outside? No, we were attacked at the tents and ran here. There's someone out there. Yeah, there is. I can't confirm that, but these people were running from something. Don't be silly. I know you're just trying to scare me. We're the only ones here. Oh, my God. How did she get out?  Good night. Okay, good night. Hopefully we sacrificed that girl. We all get out of here safely. Dude, how did she get outside? She managed to glitch out. That was supposed to happen. That was pretty funny. Okay, nice. So we're here day two. We out here camping. Daniel seems to be taking this out very lightly. I'm telling you, man. Daniels, I don't know. Daniel's a little iffy. Let's go find him. All right, let's go see what Daniel's up to. Better be finding me some food because I'm hungry, man. Hey, guys, who's excited to go hiking today? What's up, Daniel? Do you got some food for me? Actually, I got a hot dog. Never mind. That is delicious.  Oh, that sounds like fun. I want to do it. Me, pick me, Daniel. Daniel, pick me, please. Hopefully all of us survive. Yeah, man. That would be cool if we all survive. Let's go see what this Pinewood Trail was he was talking about. Good luck. Oh, my gosh, she's already over there. She's fast. Why did I do that? Oh, my God. Okay, I just wasted a second there. Let's go.  I don't want to risk it, so let's be careful. I think you do. Oh, God, be careful, be careful. Oh, my God. All right, so far, nobody has died. That is good. GGs, everybody. We got Aguilas over here dancing, celebrating. Hey, we got the ta-da. Nice. Okay, so now, can we go check out the hole now? Oh, no, we can't. There's still a barrier there. Okay, let's go back with the group. We don't want to separate. Let's go back. Be accountable. Oh, we got a S'more. That is awesome. We got a S'more for completing that little Pinewood thingy. Nice, man. Okay, so now, where's Daniel at? Oh, he's still coming. Come on, girls, pick it up. Pick up the pace. We got to go. Oh, my gosh, he's almost dead. Okay, so let's see what happens now. Night is approaching already. Dude, we just woke up and it was barely morning when we walked over here. And it's already nighttime. Jesus, okay, so now what, Daniel? Okay, so it's fading to black. Let's see what happens next. Oh, my goodness. I don't know. I just can't wait for the ending, because I know it's going to be something crazy as always. Also, we're back at the tents. Why are we in the cabin? I don't want to be out here, man. Oh, it's raining. No. Oh, no, it's raining. Let's get inside fast. Is it like acid rain? I don't think it is, because, oh, yeah, it is. Oh, my God. Everybody's enjoying their s'mores out here. Well, I have a hot dog, huh? Huh? You don't have a hot dog. I have a hot dog. Okay, hey, I'm going to run out here. I just realized that he didn't put the umbrella. Why you don't put the umbrella, man? You could have been running outside like a maniac right now. Oh, my God, look. Okay, so there's only two tents. Is there? There is only two tents. That is not enough for like 10 people, man. That's supposed to be Samsung, like a ripoff. His name is Samsung. That would be funny if it is. Okay, let's go over here. Okay, the rain has gone nice. Looks like the storm ruined our fire. Uh-oh. That is not good. We have nothing to keep us warm. Search the campgrounds for some dry wood. We will start a new one. All right, man. But it's dark out here. Okay, just be careful, man. Wood collected. Okay, so we have to go collect some wood for the fire now. Okay, so we can't go that way. Oh, so we have to cross over. This is not good. Okay, is there any wood over here? Hey, I see something right here. Oh, my God. Dude, that thing just shot me in the leg. What in the world is that? It's like a trap. Um, guys, I just got shot in the leg. Oh, there he goes. He got shot, too. That thing is crazy. So it's like the forest. It's booby trap. Look, there's another one. Oh, okay, I should stop getting in front of them because they're just going to keep on shooting me. Okay, let's go collect the wood. Oh, there's one right here. Okay, nice. Okay, nice. Okay, so we have to be careful because this whole forest seems to be booby trap. And that is not cool. Oh, you see that's what I'm talking about, man. Good job. Maybe back at the tent. All right, man. Dude, those things really hurt you. Look at it. It stuck on my leg. It's not cool. That is not cool, man. Okay, so let's go back here. Nice.  So now we can keep ourselves warm out here. Oh, we have seven bullets. Oh, we have seven bandages. I have seven bandages. That is a lot. Okay, nice. I see something blue in the tent. What? What is that? Is that a gun? It is a gun. Why is there a gun here? Uh, but there's a gun in here. Yeah, you can see that. We might need it, actually. Someone take the gun. Christ sakes. We could protect ourselves out here because we don't know what's out here. And there's really something out here that is very menacing. Okay. Um, okay, what's going on? Why is it showing her? Uh, is she gonna... What? She just grabbed the gun? What? What are you doing? Oh, my God. What is she doing? Uh, girl, put the gun down. I'm sorry, Daniel, but there's too much evidence stacked against you. Oh, she also thinks that Daniel was the killer. Oh, my God. Oh, I can't do this. Oh, my God. She wasn't really about to shoot Daniel. Park Ranger Daniel because she assumed that he's the killer. I mean, I did too, but... I don't know. We don't really know what's out here, man.  Oh, my God. Yeah, I can't believe that either. Poor Daniel. She really think I was a murderer. I don't know, Daniel. It's so hard. I don't know, Daniel. It's so hard to tell. Who is it? Who is it, man? Anyways, I recently radioed that there was going to be a master's store tonight because of this. We will take shelter in the hole. I don't want to go in the hole. Doesn't sound like a fun time. Oh, my God. Okay, so I guess we have to be in the hole for tonight. So that's that. Okay, I didn't even get the bad ending. All right, so let's head on over to the hole. Because that's where we will be spending our magical night due to the storm. Darn storm. Why does that have to be a storm? I don't want to be in this hole. You guys, wrong way to the hole. The hole's all the way back there. Okay, I'm just going to eat my hotdog. Relax. Yes, okay, nice. We got some food in our systems. Now we can just relax and go to the hole and chill in there. Okay, so he wants us to go in here, but we can't go in there yet. Dun, dun, dun. That is correct, man. Oh, my goodness. Let's see how this goes. I wonder what's down there. Like, is it just a random hole? Oh, what is it? Hop in. I'm down here. Oh, my God. What if it's a trap, you guys? Um, I don't know. What if I just stay here? What if I die if I just stay here? You know what? Here goes nothing. What? No, it's a trap. This has to be a trap. Oh, no, we forgot to leave a rope to get back up. That's why I was going to stay up there. I did not want to come down here at all. We'll need to find a new way out. I see a door right here. Well, it looks like an entrance. Num, num, num, guys. Um, okay, what's up with the music? The music changed. Oh, I see. Okay, so now what? It seems like we're going to have to do some sort of optical course and obby or like a little fun run, speed run or something. I don't know, but hurry up and let me go. Okay, this thing's not working. Okay, maybe it's because we're all up against it. Let Daniel in. Yeah, guys, move so Daniel could go in. There you go. Okay, so where did Daniel go? Daniel, wait for me. Oh, no, they'll tell me there's bears here, like in the last one. Please don't let there be bears. Oh, what is that snakes? Oh, my God. There's snakes everywhere. Oh, be careful, guys. They look very poisonous to me, man. What happened to the others? What do you mean, rest in peace to the others? This boy said rest in peace. Does it just really us out here? Okay, everybody came back to us. Oh, what's going on? Oh, my God, the murder was behind us. Dude, you guys saw the guy? He was like a mime, a guy with a mime mask. Eek snakes. Yeah, man. Oh, God. That's not cool. Let me use the Band-Aid, man. That boy needs some milk. All right, nice to jump down here. My God. Dude, the mime was chasing them. So that means he's right behind us. So we better be quick, you guys, because we're going to have to get out of here ASAP if we want to survive. Oh, no, not the flat run. Oh, my God, no. What do we do here? Oh, my goodness. Oh, my boy, you good? Okay, so who is this dude, man? It's him, the murderer.  Leave us alone. Why are you doing this to us? That's a good question, man. Why are you doing this to us? Oh, no, it's fading black. What's going on? Okay, so we're stranded up there with the murderer. Oh, I have no clue what's going to happen. Do you know who I am? Well, maybe if you take the mask off, I would know.  Wait a minute, you're Zach Nolan. Who's Zach Nolan? I don't even know who Zach Nolan is. People say you're the reason Specky Woods was left haunted. Okay, let's see. Let's see what's up with Nolan right here. Mr. Nolan.  Oh, my God. Okay, so he's the one that killed the family. Oh, no! Oh, my God, not the whole family. Oh, it's this guy from the last camping game. He's here to save us. My hero knows the son. Okay, so this is the son, but he's a ghost. He's like a demon or something, right? Okay, that did not sound good. Dude, he just got off his head. Oh, my God, that's pretty gruesome, yo. But that's pretty awesome at the same time. So, rest in peace with that dude, man. Camping, so that's the end. Oh, my God, that was a pretty cool ending to be continued. I don't know, you tell us, Mr. Samson, if you want to make another game and keep being successful, then make another game. Okay, so that's it. Oh, my God. Wow, okay, so that was pretty cool. So, that guy, if you guys remember, there was a note in the first camping game in the woods talking about this guy, like this family that went to the speck it was and they were all murdered by this crazy guy.  But then the son came back that he murdered from the family and saved our lives. That is awesome. That's a pretty cool plot twist, man. All right, so say bye, Tweeter. There you go, little buddy. All right, you guys, thank you guys for watching. Thank you guys for the amazing support. If you enjoyed this video, make sure to slap the like button. If you're new to the channel, make sure to subscribe and turn that notification bell on. And make sure to check out tomorrow's video if you want to enter the giveaway for the Robux code. And I will see you guys in the next one. Bye.


Hey guys, it's Nate, AKA The Foot Accountant. Welcome back to the channel. Happy Monday, start of the new week and the continuation of the first week of Foot Birthday with hopefully some upgrade packs coming today as it usually is on Mondays. We get upgrade packs. And today we're specifically hoping for one type of upgrade player pick, the 81 plus with three options. And we have some good news that history is on our side with that SBC, the exact same one dropping last year on the first week of Foot Birthday. So we hope for that upgrade SBC today, I'll talk about that in other content we might see today on the game. And as well as just again, chat about Foot Birthday content in general with the SBCs, the swap tokens that are coming out like multiple per day since they're dropping 24 tokens over a two week period, right? They're gonna have to drop tokens a lot and they have been. And then also talk about the player SBCs, the mini-release that we had yesterday because the content honestly seems especially for the player SBCs, it seems a little bit dull. And I wonder if the fact that the swaps program is out that we have had some other, like the icon, prime icon upgrade yesterday is kind of glossing over the fact that the player SBCs that we have had so far and Dombele and Frederick specifically have not really been that good in terms of the stats on the cards. Yes, they're interesting. I think both of these were overpriced and not good enough statistically. Megatarian's the only good one that we've had so far in my opinion. So we'll talk about that today and the market because I think with the content being a little bit lackluster, but still a lot of lining rounds and a lot of supply coming on the market, this market does have some coins. And I think that you could see a bit of a market rise today after a week in league rewards time frame. So we're gonna talk about all of that today in the video. So if you're having fun during foot birthday, make sure to leave a thumbs up on this video and of course, subscribe if you're new. Let's start with today. And we're gonna start with today's content on Monday. Now Mondays have been upgrade pack days for like all the promos that we've had throughout this whole year of FIFA 22. Now again, like I mentioned, everybody wants upgrade packs during foot birthday because if you look at the team, Ronaldo, Suarez, Cruz, Grealish, NunoMans, Allen, there's so many cards that are in this team with the inclusion of the mini-release yesterday and specifically this Odegaard who looks incredible, which I bought a bunch of this guy when he got cheap earlier today and like a 480,000 coin range. He's coming back down a little bit. He was 550, but five-star, five-star lean body type. Everybody is super excited about this card because he looks cracked in game from the mini-release yesterday. But the point here is that people are gonna wanna spam upgrade packs for especially the Ronaldo, right? But the just five-star skill, five-star weak foot, insane nature to these cards, people are going to wanna spam upgrade packs to try to pack these cards. Now again, we've had the 80 plus upgrade with a three-player option. We've had the 81 plus player pick with a two-player option. Now last year during the first week of the birthday we had the 81 plus player pick with a three-player option. So that is what we are hoping for today. That would be the player pick that would make everybody happy. If we get anything other than that, I think people might be a little bit disappointed. Maybe if it's an 80 plus player pick it's really cheap with maybe four options or something like that and that would be pretty dope. But if it's not a player pick and it's not at least 80 plus or 81 plus, some people are gonna be disappointed for sure. But I think that's just gonna be, whatever the SBC is for an upgrade SBC, so many people are gonna wanna go out on the game and get involved with that today as a part of content. Now the only problem with that is, yes, they're gonna be doing it to try to pack cards, but what SBCs would you craft right now, right? The mid icon player pick is still out but now we have icon moments where it's like, yeah, okay, this is decent but we have icon moments that you see out in the game like why do I wanna do an SBC to get a mid icon? We have a prime icon upgrade which is not that expensive that we saw yesterday which we thought was gonna get re-released and it did. But then after that, if you craft those things what else is there to do? Fredericks and Dombele who is overpriced and honestly not that great of a card. I mean, I know they gave him the five star weak foot, they should have given him five star skills but he has really sick dribbling and other than that the card is just not really that good for the stage of the game. Yes, I know it's a league one midfielder. I know some people are really liking the card because it feels good in game. I just think there's a way better way to spend your coins unless you have a ton of fodder and you love this guy. He used to play for Spurys. I should be wanting to do this SBC but I really don't because the card just does not look that good. My point is though, EA needs to drop more SBCs. Yes, we might be getting the upgrade packs today but what else are people gonna go out and actually craft besides the icon upgrades? We need better player SBCs and I hope that we get another good one as a part of today's content but as the leaks look, we have another leaked player that could be dropping as an SBC today or at least in the coming days, the stats don't look very good. Here's our next leak, right? Declan Rice, which could be a really, really cool card but EA, when you give him these stats, this looks like a center back stat line, not a center defensive mid stat line, 80 paced, 91 defense, 88 physical. This needs to be like 85 paced, 90 defense, 90 physical, up the passing, up the dribbling to make it really, really exciting and probably what they're gonna price it at. Like this is gonna probably be expensive like Foot Sheriff says here in links to Fredericks, which no one completed, right? Cause the card is just not that great. So it seems like we've kind of gone backwards from last year where I mean, look, last year we had the Podolski SBC, like look at those stats, right? 90 paced, 92 shooting, those were insane. The Ozil last year was really a cracked card. The Rodrigo Palacio was a really good card last year, the Vidol, the SBCs that we had last year were so much better in terms of player cards than what we've seen so far. So hopefully EA turn it around and start putting out some good players because as of right now, I feel like that's the worst part of the promo so far is the player SBC content. Now they've released one every single day so far and I would hope and maybe they're gonna continue that trend and maybe they'll get better. The one thing I'll say though is whenever we see stuff like this, it's not like EA is doing it just to try to make you to spend extra money to get a Fredericks SBC done or to get it in Nabila and they know what they're doing with this, right? They know that right now the SWAPs program, they're putting out a ton of hype into that. They just released a bunch of cards in the packs and it seems like they want us to focus on the SWAPs program and maybe some of the objectives and the cards in packs and I think maybe they're holding out some of that better SBC content until later on. So if you're doing upgrade packs today, save that fodder, right? If you're doing the player fix, whatever comes out today, just hold onto that fodder.  I have two 83s I think right now in my unassigned. Yeah, I could probably just discard them but I'm just gonna wait until I get an SBC, right? I like to be stingy like that a little bit and I would just recommend that you guys honestly be a little bit like that too, right? Wait for better SBCs until they come out or something that you wanna do, especially when you're opening those player picks that we would expect to come today. So that's kind of what's going on with the SBC section of the market. Now, I don't even know if they dropped another objective yesterday. Foot birthday, let me sort by new milestones. Oh yeah, I got my first thing done from the foot birthday tour in 81 times three. So they might drop another objective today. They're continually dropping these swap tokens. I think we're up to seven tokens that have been dropped so far in total. I would imagine that we would get another one or two today, probably the foot 15, right? Since we had foot 14 yesterday, foot 15 is probably gonna be today and then I would assume another token somewhere else is going to be dropped somewhere in the game as well. So that's just kind of something to watch out for as a part of today's Monday content. Other than that, I'm not entirely sure what else is gonna be dropping today unless EA have a surprise like Gamble Pack SBC for us. There's nothing new that's been added to the code as far as I know. So we will have to see what goes on with that. Now, let's talk about the market and stuff like this too because these constant lightning rounds are impacting the market a lot and there's a real, there's a big mix right now. It's kind of a jumbled mess on the market, right? You have some people that seem to be very hyped for foot birthday content and they're selling some cards because there are some out of pack specials and look at this Mbappe, dude, Mbappe 700K. He is down 100,000 coins from last, like literally a week ago, he's down 100,000 coins and I don't understand why this is being panicked sold right now apart from the fact that people are just genuinely excited for the foot birthday cards that are in packs and maybe they're selling these types of cards to try out these brand new items with a five star week foot, with the five star skill moves and stuff like that. Now, some of the market also has not moved. You take a look at some road to the finals, right? There's big hype for road to the final cards with their games this week and the potential upgrades that you have. That's why I'm saying the market's kind of all over the place, right? I bought Amara's yesterday for 927,000 coins. He's literally up almost 100K. Now, I think there's a bit of, there's a bit of IRL hype involved with this too. The Manchester City Cards rose a bit yesterday and the Manchester United Cards dropped a little bit. If you guys were wondering what in the world happened to this road to the final Alex Tellez, I literally just think this card dropped in price because Manchester United fans were not happy with that game and maybe their performance yesterday makes them less likely to believe in this team in next week's Champions League game against Atletico Madrid. I'm not sure. I wouldn't read into that too much. Honestly, what I see this as is an opportunity to buy this Tellez at a cheaper price. He was down at 215 post game yesterday after the City United game. So honestly, that game, although you could say that it does affect the Champions League performance a little bit, it doesn't affect this card at all. There's no left-backs from the prem that are leaked to drop his SBCs. So this card in the low 220s is not a bad buy for me because he's literally down like 30,000 coins. He was 250 before that and he was down under 220 earlier. So that was kind of crazy there. But again, it's just these foot birthday cards that's got everybody hyped, right? Like I mentioned, the OdaGuard, I think a lot of people want to try this card out. So maybe some of your Premier League links will do decent. This OdaGuard is dropping, he was 550 and now he's coming back down because they're running lighting rounds right now again. He was down at 480,000 coins and I picked up like, I'm not even kidding, I think I picked up 10 of them. I went like almost 5 million coins in this OdaGuard because he has so much hype and he's really rare. So that's part of what I might expect today after a week in the rewards would be a little bit of a rise on the market because again, like we mentioned, there's so much focus on the cards that are impacts. I think that you might see some cards get really low this morning on Monday, maybe around the week in the rewards timeframe, stuff like that. Like take a look at Tony Cruz. This guy is like under 700K. Yeah, 697 and they're sitting a full hour on the market at 700,000 coins. These late night or maybe early morning lighting rounds and the footchamps rewards supply coming in. Some people are probably gonna go out on the market and say, hey, I wanna buy some of these cards and go try that out. Allen is 715K again. We saw a huge price drop offs yesterday. We're seeing some more drop offs today. Christiane Ronaldo, his foot birthday card is 4.8 mil, I believe at the moment or just under 4.9. So he has dropped down, yeah, 4865. He has dropped down a price. I would imagine that some of your foot birthdays today would rebound after the rewards time period. So again, you just kind of have to work off of what is hype, right? So people are selling their golden boppy. Some of the other out of packs cards you're seeing some selling on, but I think today after rewards, you might see a couple of those foot birthdays pick back up. You could see some out of packs cards pick back up as well, right? Maybe like this Tela's will rebound back up a little bit or Talisa with a game tomorrow. Or some of the future stars that are very rare that have been sold off and are down a price. Graven birch is down. That Timber SBC is still another one of those players that we could be seeing very soon. That player SBC, it looked pretty dope. Dhaka is down a little bit. So if you don't want to mess around with stuff that has impacts, I just think that there's so much focus on the cards that are impacts right now. Wow, this card's 920? Golly, that, see, it's just kind of weird how some parts of the market are just dropping off a little bit, but other parts are not. Holland was 390 earlier yesterday. Now he's 432, right? Goretzka was 315, now he's 353. Foden is down a lot right now. He'll probably rebound back at some point. So that's what I'd be looking out for if you're watching this video and you're like, Nate, how can I get involved with the market? Check the out of packs cards and maybe some of the full birthdays. I think you could see some of a bit of a rise with those today on Monday after the rewards timeframe. Now I have to talk about SBC Fodder too because these cards, again, with the consistent supply, these cards are on a roller coaster ride. Take a look at Bruno Fernandez. So yesterday we had the Prime Icon SBC, right? Look at what happened here, which we said was probably coming. This guy went from 28K, spiked to 35 when that SBC came out, and 38K on Xbox. And now look, he's back down to 28. It's basically this scenario all over again. This is perfect if you love trading SBC Fodder. We have demand from a Prime Icon, mid Icon player pick that is out, and probably more SBCs coming this week.  So taking a look at SBC Fodder, I think it is a thumbs up from me at the moment. Some 84s look really good. Club stock and some 83s. Club stock and some of these 88s, these 89s. Harry Kane, 44,000 coins. We were looking at this card last night at 50K. What did he do with the SBC? So he was 47K, went up to 52, and is now down to 44. I would stock these cards as well because I know that you're like, Nate, what SBCs are gonna come out to make these go up? There's still a mid Icon player pick and there's still that Prime Icon upgrade. And I guess we can hope that some other for birthday SBCs will come out, but the fact that those two Icon upgrades are there, people will do those when they have coins like people do right now from all the supplies coming on the market and when they have SBC Fodder. So again, you can see this 347K for a Prime Icon upgrade is not that expensive and it's got 84% upvotes.  So I would take a look at this during this, when you're waking up, watching this video or whatever timeframe it is for you, keep an eye on the Fodder because I don't expect lightning rounds today on Monday. I don't expect lightning rounds on Tuesday, maybe on Wednesday, maybe on Thursday. And especially if we start to kind of think about, hey, oh, voice crack, that was pretty bad. Let's redo that. Hey, what timeframe would I be looking at to buy one of these birthday cards for my team? Honestly, early thoughts on this for me would be, we're gonna wait till the end of the week because again, we have some pretty big names that are rumored slash leaked for the team too, DiBala, Fakir, Roberto Firmino, right? There's some pretty big names that are leaked for team two of for birthday. And especially with potential, there's always during these weeks when they run so many lightning rounds, they could do some lightning rounds later on in the week. And you never know what kind of content is gonna drop, but since there's a lot of hype for team two as well, I would definitely wait on these cards until the end of the week, in my opinion. The only one that I would maybe not wait on if you see a price that has dropped off so much that you think you want it for your team is this Cristiano Ronaldo, because this Ronaldo is incredibly rare, incredibly hyped. And I honestly think that right now this is the same price as the team of the year. And I think post of a birthday, I think this card is probably gonna rise above the team of the year and stay at a higher price just because he's got the five star weak foot. The pros are gonna love him. They can use him in events that only require one team of the year item because he does not count as the team of the year and it's still a Ronaldo card where the fives are five stars. So just kind of keeping out on a card like that are some of the really rare ones. But again, if you're wanting to buy any of these cards for your team, we're gonna cover this of course later on down the week. That's gonna be a big weight from me in my opinion. So the market, again, it's just in a really interesting place.  I've sold one of them, have a couple listed, but yeah, I was picking these up for like 475, 480. And now he is on the market. I think he's like 520, but he was 550 just for a bit before he started getting listed again. I think I'm just gonna hold these until after rewards today. Is he back to 530? Dude, this guy has so much hype. It's crazy. I mean, we were streaming yesterday on Twitch and it seemed like every single minute somebody was coming in the chat and asking the stream, hey, when should I buy Oda guard? When should I buy Oda guard? He looks insane. I think people just wanna try him out. So that's a card that is just, it's so rare as well. We take a look at this card in terms of rarity. How many pages in total does he have on the market right now? One, two, three, four, five pages for an 89 rated card. The mini release cards are always so incredibly rare and this one's no exception. So that's why I really like that buy that I made there. If he goes back under 500K during like, the rewards timeframe today, I think that could be a great time to maybe pick one of those up for a quick flip. I think he could go down a little bit more later on in the week again with a lot of hype for team two as we were talking about and stuff like that. So just kind of keep that in mind as well there. But icon moments are also a big part of the market right now. And I'm watching some of these cards cause they fluctuate a ton and they're very profitable but also they're still in packs and EA is running a lot of lightning rounds. So it makes for some interesting fluctuations and prices. Pure low was like 1.4 mil earlier and now he's 900K, right? So you have tons of drops. Pushkass was extinct at nine four and now he was, he wasn't even selling at eight mil but now look, his cheapest on the market is eight four. So these cards just move a ton. There's so much fun to trade with. And if you can find a really low price and lock in a deal, then you can make some coins. And I think there will be some more movements on these cards after rewards today too. Just because again, people are gonna wanna go out and try some of these items because they're still brand new. And that's where the hype and that's where the focus is right now on, wow, Rooney's two mil flat and it's not even getting bought. 1.9 flat, is that sitting? Oh my goodness. I bought one of these at 195 last night and sold it at 2.3 mil. I think it's on my transfer list here. I posted it on Twitter. That was my first icon moment slip was the big boy Rooney.  So again, if you don't wanna mess with impact stuff out of pack stuff is gonna be completely fine to trade with and it's still gonna fluctuate a lot on the market. But that's just kind of the feeling and the vibes that I'm getting with the market at the moment is people have coins but they're really excited about foot birthday. That's why I think some of these cards could do really well today after rewards. And then from there on, and for the rest of this week, it's really just gonna depend on the content that EA put out. It's really just gonna depend on the content that EA put out, whether it's gonna be player prices dropping throughout the rest of this week, are the player SBCs gonna actually improve? Or are they just gonna kind of keep those pulled back as they want everybody to focus on foot birthday swaps and stuff like that throughout this week? I really not sure. So we're gonna have to just kind of slide through this week and see what EA do content-wise. But at the moment, I'd still say foot birthday is pretty popular and people are very happy with it because of all the brand new cards that are coming out. So if you guys think anything differently or have any comments, let me know down below in the description of this video. But again, I hope you enjoyed this video. It's just kind of a weird mix right now with content impacts being cool, but I feel like the SBCs are being a downfall. So hopefully today, upgrade packs can change that, put some grindability to the menus again, maybe stock your club with rares and non-regolds for a cheap price because there's gonna be so much hype. Again, with the Ronaldo impacts, people are gonna spend coins on upgrade packs just because they might have a one in one million chance or whatever it's gonna be to pack that foot birthday Ronaldo. But again, if you did enjoy the video, smash thumbs up on it and subscribe if you are new. It has been Nate the Foot Account and I will catch you guys later. Peace out.