Hi everyone, I'm Joe for jaspyscasebrakes.com coming at you with Jaspys 17 box playoffs are here. Basketball mixer, we got Portland, we got trailblazers, Lakers playing right now. Just a couple of minutes into the, just a minute or so into the second quarter, Lakers down by over 10, 13 points actually. Portland 39, Lakers 26. And who about technical? Oh, double tech, okay, anyway, they're here. And we've got this big basketball mixer to commemorate the playoffs being here. Loaded with tons of great draft classes, great products, lots of prism, lots of optic. So it's a pretty good one. No giveaway at the end of this one, but I think the boxes really speak for themselves here. So some pretty excellent stuff across a number of different years. Big thanks all of these folks for getting into it. Whether you bought spots or won spots, thank you for getting in, thanks for giving it a shot. All teams are in, let's roll it. Let's randomize it. Six and a one, seven times for each list. One, two, three, three, there you go, four. All right, after seven, we've got Jason and Scott down to Scott. Six and a one, seven times for the teams. And seven in final time. As Kevin Kay was saying earlier before we started this video, Lakers really need to start playing some D because I don't know. Magic down to the Hornets. I don't know if they're gonna win a shootout versus the Trailblazers. All right, there you go. David's saying it feels like the Lakers are missing somebody. They need someone else to step up. They do, they need that third Kuzma really is supposed to be that guy.  So let's put all this on one page right here. Let's sort by column B and he trades, Chris has the Trailblazers up for trade. Yeah, Cous has to be more aggressive. Well, I think Anthony Davis has to be more aggressive. He wanted the trade, he wanted to go to a big team, he wanted to be in the playoffs, he wanted the Bright Lights.  Because on paper, if I said, hey, you got LeBron, you got Anthony Davis, I mean, everyone, you know, and some solid role players, that's an excellent one-two punch right there. But Anthony Davis really has to step up. Cous has to be a good third option too. Someone, someone has to be a third option, whether it's Cousma, KCP, you know, someone like that, but they need that to happen. Filled up my water bottle here, any trades? No offers for the Trailblazers? Should we just roll with kind of a long mixer? So we should probably get started. Do I have enough supplies for this? So maybe some more regular top loaders? All right, looks like no trades. Let me just, all right, let's flip screens here. So in the chat, we're gonna write here, TWC, which means trade window closed. Let's print, let's rip. Good luck, everybody. All right, let's start with, let's go back in time a little bit. Let me adjust my microphone here a little bit here. All right, let's go back in time to 2014, 2015. Who's in this class here? Is that a Wiggins class maybe? K-K-T class? I don't know, they're all a jumble in my head now. I can't remember that far back. Anyway, here we go. The stack of cards are covered up, but you can see them in the top camera right there. They're not going anywhere. Embied class, Wiggins? Okay, it is Wiggins, Embied Wiggins. Thanks, Ollie. Portland 39, Lakers 28, yes. Someone has to step up for the Lakers. Let's look at the box coral while I'm ripping these packs. What's happening here? Yeah, this is not good. Anthony Davis, nine points. LeBron, only eight points. Chevelle McGee, four points. KCP, nine minutes, zero points. I mean, LeBron, 10 points, man. We need a little more happening from the other guys. Jeremy 33, what's up? Lakers will be winning by the half, Jeremy 33 says. All right, good, I like that optimism. They're only down by nine now. But Lillard already has 15, that's a lot. Nurgage with 10, McCollum only has two points. He hasn't even gotten started yet. Makes me nervous, he has a double, double already. All right, so, sorry, let me just show you this again right here. There's the final printout, right? Tuesday the 18th, thanks for joining us, folks. No trades, once again, here it is again. Perfect, there's a monster box right out there. I'll put all the cards here in your hits. All right, all right, good luck, everybody. Here we go. Obviously, veteran commons won't ship, but that's obviously a parallel, so that will ship. That's a parallel too, so that will ship. All rookie cards obviously ship. Nicola Batum will ship. Oh, okay, okay. Maybe Jeremy 33 was right. Legs are only down by two now.  Just playoff panic here. Here's Chris Mullen, Gamer's Relic for the Warriors. Ryan with that one. And obviously we'll do a recap at the end. Kevin pointing out that Lilith was on the bench the whole run now. What a swing of emotions. Now I'm depressed again. Lakers are losing. No vet commons ship, but vet commons like Yannis and LeBron will ship. Those are the only two. There's Doug McDermott right there. There's Rookies, Jabari Parker. Press-proofed 99. Now all the depots not in. There's KCP, we need you. KCP. Come on, go Lakers. Yeah, I guess they got, yeah, Kevin you're right. That was a thought process, that was Terry Stotz's thought process. We're up 15 points. We can rest Amy a little bit. No, you can't. There's Carmel Lone right here. Like King James 23 is saying, Lillard has to play 48 minutes every, yeah, every game. That's just how they operate. Carmel Lone. Rockets Dwight. Courtney Lee. For the Gris. Vucevich. He had an excellent game today. That winning effort versus the Bucks, which was a little bit of a surprise. Oh, did I pass an Embiid rookie card? Oh, nice. I pulled these cards back and that was the first one appearing. Nice, there you go, Sixers. Nice, Daniel with that one. There's Gary Payton. Gamer's Relic. Yes, there is a time slot set for the 17 box basketball mixer. Time slot was 10 minutes ago. Sonic Stuff goes to OKC. You're just in time though. Jabral three, obviously. You can use your powers of deduction and guess that, yes, that is, this is the 17 box basketball mixer. And we're only the first box in. So you were here just in time. There's Gary Harris for the Nuggets. Rookie autograph to 149. Diego Bloomberg saying proud magic fan here. Vuce was fantastic. He was. Hi, man. It's Gary Harris, Nuggets. That will be for Sean Maddick with that one. There's Marc Gasol. There's the Rookie's Joellen Beach. That's considered an insert, but still nice. PJ Harriston, Devin Harris. Yeah, I think he deserves every bit of that contract too, David. You know what, and I'll be honest with you, I was kind of happy that, and I'm sure magic fans like Diego is certainly happy that he stayed because I thought he'd be a good fit for the Lakers, but he was just like, no, I'm gonna stay in Orlando. And I thought that was a big win for the club. Paramah, the guy's like this too, you know, like so. So I'm glad he stayed with Orlando. There's LeBron James, Cavs Edition. That'll be for Ali. There's Kauai, that'll ship. There's Julius Randall, Rated Rookie, press proof. I do love Alex Caruso. It's hard not to like Alex Caruso, Jett. You see the real goat? Me, it could be. Brooke Lopez, Marcus Aldridge, and Marcus Smart. All right, let's pop open some 17-18 Donner's basketball. I'll say in the Donner's basketball mood. A lot of people think, yeah, and Ross too, Diego's mentioning. A lot of people think that the magic overpaid Ross, but he's a ball. He played, he had a good game today too, I wanna say. Yeah, Markel Fultz looked all right too.  He was a former number one pig, maybe just didn't work out in Philadelphia. Maybe just needed a change of scenery, and that could be a change of scenery. Could be all that he needs to return to form. Little confidence. I think Jason Kitt gets a head coaching job. Just saw him on the bench. Easy assistant coach to Frank Vogel. Few coaching positions open. I think someone gives him another head coaching shot. A little bit of a dent down there in the edge on that bam out of bio, but that'll go to Daniel and the he. Here we go, Kuzma. Let's save Kuzma, because he's gonna go off right now. And his values in a skyrocket. Set that aside. It would have shipped anyway, but let's give it a little extra attention. Let's go, Kuz. Sub-Arthur, what's going on? Nice rated rookie Donovan Mitchell. See what Donovan Mitchell did the other night. And there's Evan Turner for, oh, I thought it was gonna be an autograph. Well, there's Evan Turner to 99. That'll ship. There's Zach Collins to Latina. Deer and Fox rated rookie Markel Fultz. There he is. Yeah. Well, the Lakers often without LeBron on the court. Definitely a time to feed Anthony Davis. Anthony Davis has to eat time. So this is the moment where Davis should just be taking over a game, but there remains to be seen. I do remember Jason Kidd's coaching stints in Milwaukee and Brooklyn, but owners like him, GM's like him. Former player, you know, he was a former really good player. I feel like he interviews well, you know, people really like him. They keep wanting to give him jobs. Lakers almost gave him a job before they went with Vogel and they still had him as an assistant coach. And there's Calvin Murphy, eight out of 10.  There you go. Dan with the Rockets. There's Zuki, press proof to 299. Just killing it in the Chinese league. Ladies and gentlemen, if he makes it back, there's LeBron for Oliver and the Cavs. Oh, that's why. The rim was tilted, you guys. That's why. That's why the Lakers were off a little bit. Yeah, of course they do, CVS. Of course they do. That'd be great. People would riot if we didn't send the rookie. They'd be like, what? Now veteran comments won't ship, so you're not gonna get stuff like this, right? But you'll definitely get stuff like this. That's why, David. Yeah, exactly. That's why they can't make a shot. The rim was tilted the entire time. See, this is the classic NBA. Trying to, classic NBA, of course, obviously. Trying to rig it for Portland, just to make it a seven game series. There's even Adams, Jersey Kings. Okay, see. Thomas Bryant looked all right too for the Wizards, right? Joel Embiid, press proof to 199. There you go. This is also what we're looking for in 1718. Jason Tatum, he had a great game too. Both of the rookies in this class. Donovan Mitchell, who we just pulled for the Jazz for Guy. And Jason Tatum, Daniel Graham in the Celtics. He had a great game. Who does this benefit? Who does this rim tilt benefit? Maybe LeBron, he gets a little rest. But then Dame gets rest too, uh-oh. Who does this benefit? Yeah, it was Dwight, I guess. I just saw that replay. All right, still in 1718 mode. This benefits LeBron. LeBron getting that extra bit of rest. Donovan Mitchell. Everyone see what he did the other day? In a losing effort too. That's the nuggets, that was crazy. Ah, that's the rim, you see that? Anthony Davis-Missas, that's the rim. Rigged, can they, is this like baseball? Can they play this game under protest? It's the rim, rigged, rigged rim. Kuzma, splash, not the rim anymore. It's fine, rim is fine. They corrected it, good job. Every Laker missed on that side. I think it's just the first half. I'll blame the rim, backward. No, it was the backward issue. Fox up there too, nice. All right, so Guy has the jazz. He got a couple of Donovan Mitchell rated rookies. This is just a base version, but it's still nice. There's that Deer and Fox. Fox in the box for the Kings, Anthony. Couple Deer and Fox rookie cards now. Alan Iverson, DeLon Wright, those aren't numbered but they will ship those purple borders. Powell Vassal, Kunard, Tony Bradley, Oscar Robertson, that blue one looks like it's numbered right, yeah, 85. If I miss any numbered cards, don't worry folks. Our shipping team will catch all of this stuff. Another LeBron Cavs edition for Ali. All those add up, Oliver. Could use this guy back for some playoff rondo, it would be nice. Come on Anthony Davies. Got to make that bucket. Daniel with the heat gets those bam out of bios. All right, 1920, Donner's Optic Bass. I think this is like a retail edition or something like that. Coos, how's you? This is 1920. Won't see a Luca in this, but we'll get to some 18, 19 boxes. I think we have a couple in this. But yeah, previous boxes were 17, 18. So no Luca's there. So we've got a couple 18, 19 boxes. That blaster box, got a hanger box in the back. Oh there, do we have not, how many more? I think we only have two 18, 19 boxes in this. Yeah, we got a couple boxes. We haven't even done those yet. We'll get there. Although second year Luca Donchiches have been, do okay on the secondary market as well. There's one right there. Second year Lucas are the other veteran commons.     We need you, Coos, come on. Horl up by three. Could be both backboards, yeah, Chris Weber. So 1920 edition right here. And nothing, I don't think at the moment, nothing sold out after this, boys and girls. So let's get something else going. I'm just glancing at the, oh, that T-Mall sold out. So maybe we'll do some T-Mall after this. And then what else? That gold sander number block mini break is close. All of that's on jaspyscasebreaks.com if you're watching live. All right, now we're in Zion and Morant class among others, a lot of others. Ooh, what a feed, good dunk. There's Daniel Gafford signature series. That's for Mark and the Bulls. Nice, Chabral, good luck. There's LeBron doing his thing. Lakers were their first lead tonight, 50 to 49 with a few minutes left in the first half. Is Gary Trent Jr. guarding LeBron? It's interesting, who else would, I mean who, who else is gonna guard LeBron? Kobe White for the Bulls from Mark. All right, where are we? Let's get a, let's stay in 1920 for a second more. There's a mega box right there. All of the Lakers are down by two. Lillard had free throws. Anthony Davis with a deep shot. Sinks it. Could have taken a step back, Anthony Davis. Get that three. Yeah, there's Trent Jr. on LeBron again and LeBron just blows right by him. But they couldn't finish it up to play. I guess who else is gonna guard him though? Carmelo? No, no, none of the Lillard or McCollum is not gonna guard him. Who do you suggest? Guard LeBron? Casonia maybe? Oh, put Gabriel, Malcolm, what's going on? Not rookie SGA. Save one of these Darius Baselys for OKC, for William. He's been playing some good ball. No, well the only veteran commons that will ship will be Giannis LeBron and second year Luka Donchiches. You want me to, I'll save you one, Will, how about that? Just cause there was just one a second ago. But that's the only one, that's it. Will has taken the one request for the night. Well, sleeved up, there you go. All right, so these are your pink hypers right here, exclusive to this set. All of these, of course, will ship. They're inserts, like that Darius Basely. Worth setting aside there. Jared Culver, he's got some upside. These aren't numbered, but they will ship. William has the OKC thunder. All right, I just wanna get this other kind of fatter box. Here's another mega box. Let's say with a mega theme right here. Is this 17, 18 now? We're going back in time a couple years. It's such a large box. All the kids will love that box.  Must be a, look all these packs. David, I wanna see Mello do that the entire game though. Does he have the legs to do that? Bam out of bio. Like John Collins, he's got a good game right there. Jeremy 33 with the Hawks. Hollow Kyle Kuzma, let's go. The Hollow versions are the ones that really are the big ones here. Donovan Mitchell, see if that Donovan Mitchell was Hollow. Same with that Jason Tatum. Aw, come on Anthony Davis. I know, I know, but still. I need Anthony Davis to just take over. All right, there's Jason Tatum base. Once again for Daniel Graham and the Celtics and then we got a Donovan Mitchell. We got a few of those guys, a few rookie Donovan Mitchell's, which are really nice. All right, what do we got here? We got some blaster boxes here. Should we, yeah, should we knock out blaster boxes? Sure. We'll go, wow, we'll go 16, 17, 17, 18. And then 18, 19. Blaster, blaster, blaster. Blast, blast, blast. No, I've not read this, or tell me about this, Ollie. I've not read the story about how LeBron saved Mello's life. That one's an optic, but triple blasters though. It's a great story to Steve Locke. I need a Clisno version of this. Yeah, no, Jeremy 33 was like Lakers of the Lead by the half. Yeah, so he was pretty close. Lakers only down by one at the half. We got Deandre Bembrie, rookie relic for the Hawks. Jeremy 33 speaking, the Jeremy 33.  Was this, this, this was the banana boat crew or whatever they call it? So they were out in the Caribbean and Mello was swimming out there, got caught in a current and LeBron jumped in and helped him back to the boat. I did not know that. That's wild. So who else has that must've been Dwayne Wade and maybe Chris Paul on that boat too? I think the Lakers are still paying this guy after they stretched out his contract. Yeah, those, those rip currents can be or any kind of strong current and this could be terrifying. So that was 16, 17. And now here's 17, 18 for the blaster edition. Wait, is this, is this a new story? Or was the story told? It was all over saying it was brought up in a press conference yesterday. Is this a brand new story? Or have we heard this before? I don't know, right? Well, there's John Collins Green, Wes Owundu Green and Zach Levine Relic. And that's a bull's edition, even though he's in his wool shirt. That'll be for Mark. You haven't heard it before. It's an old story, but LeBron was just talking about it yesterday. But Steve Locke had never heard it before either. Yeah, I've never heard it before. That's crazy though. There's LeBron insert, and Konard, there's Kuzma, and I was hoping for like a Jason Tatum Silver or something like that. And the third blaster box. You should be watching, I mean, I know, yeah, someone mentioned, I think Jet mentioned that earlier. Like Kenta Maeda, former Dodger, who's now with the twins, has a no-hitter through seven and a third. That's a good no-hitter. I feel like MLB calls the no-hitter alert on mlb.com slash scores, alerts you with the no-hitter way too early, like in the sixth inning or something like that. Don't tell me about a no-hitter until like seventh or eighth inning. Eighth inning, preferably. 109 pitches though, uh-oh, that's not good. He has to, they've already jinked. The ESPN and MLB Network have already jinked. It's all over the place. We got Hollow JJ Reddick, Kevin Huter. Well, let's just get first pitch ground outs. Pacers, no, they lost. Yeah, Miami won 113-101. Orlando you saw this morning beat the Bucks 122-110, and then the Rockets just destroyed OKC 123-108. All right, what should we do here? Maybe some status? Yeah, let's get some status going. Jet, you know that's not real, right? Besides, we weren't the first ones to say it. You actually brought it up first. So if anything, it's your fault. Thanks, Thomas, for my Lakers. All right, so this is 17-18 status with Lonzo on the front. Kind of like this status. I love the 10-30 playoff game start, David Downer. It feels like football. NFL on the West Coast is great. I wake up, you know, pull the covers off and click on the TV in my room. Bam, NFL right when I wake up. Basketball playoff, click, right when I wake up. Boom, there it is, right on the TV. It gets my day started on the right foot. There's Duane Evans 299, love it. And there's Frank Ramsey, old school Celtic. There's Daniel Graham with the Celtics. Status quo, Tony Parker, 75, Julius Randall Lakers edition. Thomas Bryant, I think with the Wizards he's been playing some good who. Not rookie TJ Warren, but he's been playing some good ball. There's Kuzma, rookie credentials to 149. Tim Duncan to 299. Zach Collins, lots of Tatum here, 17-18. Yeah, Wuselli, there's a Yanis. There's an Oondu to 199. Hey, then there's Donovan Mitchell, nice. Yeah, I don't know how, I feel like it'd be weird watching. I've never watched, have I? I must have, not consistently though. I've never watched sports consistently on the East Coast. I've been on the East Coast, but you know what I mean? But it's odd. NFL early games start at 1 PM, that's weird. That gets weird. What do you do between 10 and 1 or whenever people wake up? I don't know, my schedule is all weird, sir. What do you do? There's Cameron Johnson, rookie, and Kevin Porter Jr. Kevin Porter Jr. is to 49. Cameron Johnson, Kevin Porter Jr. goes to Oli and the Cavs. Cameron Johnson, man, the Suns played some great. Restart basketball, that's to 99. Cameron Johnson included Chuma Okiki, got a bit of that Orlando Magic Stripe right there. That's pretty cool. That'll be for Jason, Jason Wayner. We've got some people here at the shop who think that he didn't play a single game. He could be a good rookie of the year candidate next year. Oh, nice. 16 out of 25, three-color passion auto, Kobe White. Nice one for the Bulls, Mark. Mark H, who won that spot in one of our hangar breaks. Looking forward to him in action next year. And there's Nasir Little and Trey Young. All right, we've got gold standard. This must be older gold standard. What year is this? 1617, Ben Simmons in that 16 class, base cards. These autographs are exclusive to the upper deck, but something interesting here. So these are, should be base cards. All right, we got Emmanuel Moudier to 269. Trevor Reza to 269. And Jaleel Okafor, remember? Should've been Ben Simmons, but there he is. Jaleel Okafor. All right, behind Jordan Clarkson is gonna be newly minted dual relic Jalen Brown and Demetrius Jackson. Nine out of 15 for the Celtics. Daniel Graham with the Cs. And Jersey and autograph of Vita Zubac. Good as gold Jersey and autograph to 149. With the Clippers now, he looked pretty good too. Jeremy 33 with my Lakers. And behind Jordan Clarkson is dual relic and autographed Yatka Pertle to 149 for the Raptors. Daniel Graham with the Toronto Raptors. And there's 10 out of 15 Jordan Clarkson Lakers edition. Oh, we're running out of boxes now. Um, I kind of want to save this because this is 13-14. There's a player picked in 13-14. That's pretty good. Here's 18-19, Donner's Hanger. Oh, there's a rated rookie Michael Porter Jr. on the back. You think so, Tyler Brenner? Someone was saying that his pitch count was kind of high. Which doesn't bode well for him. All right, nice Michael Porter Jr. rated rookie. He could be a great X-factor for the Denver Nuggets. He heats up.  What do you mean you can't? Well, you're too scared to watch history jet? Come on. Don't be scared. Scared moments don't make moments. I have MLB TV. Twins are up to bat. They have to let him with the ninth inning. All right, too much sports happening here. Too much sports, sports overload. I love it. More. M-O-A-R, more. Mo Bamba. He doesn't need run support, Arthur, if he's pitching like that. Ah, man, Mookie Betz has a home run today, too. This is a freaky, this was an early game. No, he went Ofer today, but yeah, he's been hitting the ball real well. Mo Bamba, magic, that'll be for Jason. Gary Tran Jr. is defending LeBron, apparently. That's the thing. Oh, nice, there it is. There it is. We got you at least one right here. Mav Sebastian, wake up. I got you one. I wish there was more. But one better than none. Luc Adanche, grated rookie. Is that great? Okay. Looks okay. Corners and edges are kind of sharp, just eyeballing it. Centering looks okay, right? Look at the top, the bottom. Bottom might be, I don't know. Looks kind of even. My shirt is in the way, sorry. I think they do look at the back for centering, too. It looks okay. All right, another hanger box. This time we're into 2019, 2020. This is Mosaic basketball. So the exclusive and that other one were the green parallels, those all ship. And now we're looking for the reactive orange ones. Got Laker starting up again. We've got twins in the bottom of the eighth. There's Deandre Hunter. You heard no one's giving perfect 10s anymore for grading. Well, I don't think they're not giving them out. I think they would if it deserves it. But I think more people are getting things graded. So because of that, I think there's a lot more to compare to. There's a lot more Davis Burton's cards that people are grading, right? So maybe if you only get one, I don't know. Maybe you accidentally give one of them a 10. But maybe after a while, when you get a hundred Davis Burton's cards being graded, then now you're like, oh, maybe if that was a 10, are these now even 10s anymore? So now it becomes that kind of game. David Downer doesn't like the BGS half grade. Wait till they win the title, right? I like the half grade, because that allows him to do the sub grades too. Almost forgot about this guy. Watch it's autographed. It's my Monday, it's weird. All right, good luck everybody. Court Kings. Kings of the court. Just a few box to go, boys and girls. Who's Jason Tatum? Frank Jackson, level four for Frank Jackson. Hi. Michael's nephew. You too. How are you? My name's Danny. Danny? Yeah, Danny. Danny. How's it going? My name's Danny. Danny. But you go by Danny. I like the Kobe jersey. All right, Frank Jackson, level four. That's the shortest of prints. Now that's gonna have to happen. They love that. They love that spectra. Tony Bradley, fresh paint autograph for the jazz. There's no giveaway in this mixer. It's 22 out of 200. And there's Blake Griffin Artistic Endeavors Clippers Edition. Going to Matthew. There's 117 out of 299 on that one. Clip show, Matthew Shira. Uh oh, a randomizer? Oh no. Can you guess who is this player? Can you guess? Pistons, bowls, calves. From those years. Try not to look it up. I can't tell who this is. Oh, is it Rip Hamilton? Okay, Jeremy 33 and Oliver kind of got it right away. Is it though? Oh, it's not. Guess again. Not Derek Rowe. He didn't go to calves, did he? Well, he was never on the Pistons either. First year. There you go, yeah. And now I think Arthur and Turk got it. AP and DT. Yep, Ben Wallace. There he is. 2006, 2006. And then the bowls for a couple of years and then the calves for a year. There he is, progressions. There you go, you can watch him progress. There he is. So that'll be a randomizer between those three teams right there. See ya. All right, so this is Crusade. I know, right? That was like a young to old transition. If it was like, if it was Benjamin Button, it'd go this way. Wow, they squeeze in a run. Twins. And Lake are still down, 64.58. Let's go, Lakers. Anyway, hold on, Kento Maeda's in a hoodie. Are they not gonna give it to him? I just saw Kento Maeda in the bullpen. He's in a hoodie. He's not wearing a button-up jacket. His hat is off. I think he's done. I don't think they're gonna let him keep going. I think he has a million pitches already. They gotta save his arm. He's had 113 pitches. Didn't look like he was gonna come out in pitch again. At least to me. Unless that's his, and that's not his usual, I've watched him on the Dodgers for many years. That's not his, that's not his, I'm gonna go out to pitch again, routine. There's Javell McGee, 61 out of 99. Die cut. Dennis Rodman to 349. Parsons, Hardaway. A lot of extra chalk on this. Magic Johnson, two color relic. That's pretty cool, to 25. Nice. Lakers, Jeremy 33. Let the guy pitch just yet? One inning for history?  Was it worth it? No. Who was that Dodgers kid that made his debut start and was at a record number of pitches and Dave Roberts ended up pulling him? What, and his parents were in there. His dad came up to Dave Roberts after the game and thanked him for saving his son. You know, from like potential arm injury from overthrowing Deon Waiters. It's 3-5. Have we gotten a Deon Waiters siding? No, no, he got his hat back on. He took off his hoodie. They do get paid to throw David down. They get paid to throw for maybe 15, 20 years of their career. No, I was wrong, they're sending him out there. One out of three, Walt Bellamy for the Knicks. Old school Nick, it looks like. I'm judging by the black and white photo and the quality of his penmanship. Old school guys, better penmanship. There you go, Hall of Famer, right here. I'm not too familiar with him, but out of fives on her, get the train whistle. Knicks, Gabriel, Sierra. All aboard the Big Hit Express. Woo-hoo. Yeah, but I don't, if I do a few more box, I don't risk elbow surgery. It was stripling, right, Ollie? That no-hitter story. Ray, I took Portland for a unit as well. I didn't get them at plus 500, though.  But if they win, then I'll be happy. I don't care losing money.  But there's value in the trailblazers, if you want to bet. Not by too much, but. Okie doke, last box is Prism Basketball Retail. This stuff, the price of these boxes of Skyrocketed, they're pretty nice. Good luck, everybody. So now we're in the current draft class, 2019, 2020, Zion, John Moran, Kobe White, Hachimura, et cetera, et cetera, et cetera. Yeah, well, if you had a good week, then Ray, yeah. Throw a unit on there, but yeah. Half unit on this, yeah, I put like coffee money on it. Nothing too crazy. Last one, boys and girls. Ah, blooped over Polanco's head. He, Kenta Maeda's smiling. There's nothing Polanco could have done about that, right? Oh, just bloops. Everyone in the twins dug out, applauding, applauding, applauding. Well, now take him out. He's got like 115 pitches. Yeah, there it go. Here comes the manager. Kenta knows he's smiling. He's like almost had it. He kind of gave a, almost had it. Thought I was gonna have it. Thanks for letting me go. Kenta Maeda's a good dude. Good dude. Oh, you went under. Sorry, I took the side. Looks like it's trending under too, huh? What was the total? Turn off this ball game here. Back to the Lakers. There's a lot of sports happening, folks. Come back to the Lakers game. Under 225, got it. Okay, so you took the Parley. Same game, Parley. Portland plus the points, under 225. Four plus 200, plus 500. Most models showing the game at 220. All right, I think looking good so far. Looks like the game's gonna be close and under. I'm rooting for you, Ray. How about Siege of McCallum? With like a broken bit of his bone in his vertebrae, and he's still out there. He's bearing threes. There's Giannis. David Robinson Silver. I respect, as a Lakers fan, don't like the Spurs, but you gotta respect the Admiral. You gotta respect the Spurs, I respect the Spurs. Zion, there you go. There's Dion Waiters Red Wave. Have we had a Dion Waiters sighting yet for the Lakers? Nice Zion, first one of the day. Matthew Shearer, one better than none. I wish there was more, but there you go. No one's helping Gary Trent Jr. There's John Morant, Emergent Insert for the Gris, and another Silver, Evan Fournier. Roman got randomized with the Gris. John Morant, going your way. Arthur saying, Deandre, the next David Robinson, woo. Remember, Arthur is a Suns fan, though. Jared Culver, Green, Timberwolves, Silver Kyrie, and we've got a Darius Miles. Who is that? Darius Miles, autograph, penmanship auto. Going to the Clippers, that's gonna be for Matthew Shearer. Hey, you know what, Arthur? It'd be hashtag good for the hobby, if Deandre ate and became the next David Robinson. Number one overall pick, you know? Suns do have some, they've got a lot of basketball history. You know what I mean? That'd be good. Darius Basely Rookie, Grant Williams, Shaq. Derek, and the last bits here, what do we got? Marcus Morris, Kobe, Tyler Hiro, and Denzel Valentine closes things out. Nice Tyler Hiro for Daniel Wolfe and the Heat. Keep an eye on him throughout the playoffs. His stock could rise significantly. All right, so there you go. Let's do a quick randomizer, and then I'll do a recap. And no points either. All right, so here is the Ben Wallace Pistons Bulls Caps. All right, so here's a fresh dice right here. There's a new list, Pistons, Detroit Pistons, Chicago Bulls, and Cleveland Cavaliers. Let's roll it, let's randomize it. The team on top after eight gets it, five and a three. One, two, three, four, five, six, seven, and eighth and final time. After eight, goes to Chicago. My kind of town in Chicago is Mark H with the Bulls. There you go, Mark. And there you have it. All right, so once again, here was the list for our 17 box playoffs are here. Basketball mixer, thanks everyone for getting involved. Here is the recap. Not a bad break at all, I thought. Some Tyler heroes, Morant, nice Zion, got a train whistle with that old school Nick. Frank Jackson, level four, rated rookie, Luca Donchich, Michael Porter, juniors, some gold standards, Zubac, Kobe White, that's nicely silhouette. Patch autos are excellent, Bulls. Some Yanis, we pulled all those Yanises and the Lebrons and second year Lucas as well. Donovan Mitchell, Tatum, Holo Kuzma. Kuzma hopefully can finish strong here. Increase the value of that card right now. Adavio, Fox, Mitchell, Tatum, Fox, Volts. So a lot of great stuff. And there you go, and there you have it everybody. Thanks for watching, thanks for breaking with us. I'm Joe for jaspyscasebreaks.com. We'll see you next time for the next break. Bye bye.


So, at one of his rallies, Donald Trump was complaining about all of the coverage that COVID-19 receives, and that led to his cultists chanting, Fire Fauci. Now, the reason why they don't like Dr. Anthony Fauci is because he is seemingly contradicting what Donald Trump says, because Donald Trump is anti-science, and because Donald Trump doesn't want to listen to the input of health experts, well, you know, it seems as if Dr. Fauci is anti-Trump when in actuality, Donald Trump is anti-science. But having said that, though, I mean, this is to be expected from Donald Trump supporters. Anyone who contradicts Daddy Trump, they're by definition the enemy. But what Donald Trump says is what I really want to zero in on here, because he hints at what he will do after this election with regard to Dr. Anthony Fauci. In the news, COVID, COVID, COVID, COVID, COVID. Would like to talk about COVID. And then next, here's what happens November 4th. You won't hear too much about it. You won't hear too much about it. Don't tell anybody. But let me wait till a little bit after the election. I appreciate the event. I appreciate it. Now, he's been wronged a lot. He's a nice man, though. He's been wronged a lot. All right. Well, this is a cult. They act as a hive mind with Donald Trump basically being like the hive mind leader. But in response to them chanting fire, Dr. Anthony Fauci, he says, I might do that. But after the election, now, if Dr. Anthony Fauci is wrong, why would you wait until after the election? Just do it right now. Why wait? Well, because he knows that Dr. Anthony Fauci is one of the most trusted public health officials in the country because he is an A political individual. He is not a political actor. He is giving raw information about science and what we know about COVID-19. But because Donald Trump is an imbecile who does not want to listen to scientists and epidemiologists and health experts, because he cares more about the economy than actually containing the spread of the virus, then he is against Anthony Fauci. They've butted heads multiple times. And what Trump doesn't realize is that you can't just choose to save the economy if we throw everyone else under the bus. If lots of people suffer from this illness and they die, that's also going to hurt the economy. But he doesn't care. He's a child basically. And his supporters don't like that Anthony Fauci is saying things that Donald Trump doesn't like. So they want him to be fired because how dare you question Donald Trump? If you're working in the White House, you have to be unequivocally loyal to Donald Trump under every single circumstance. It doesn't even matter if he's incorrect and he's spreading misleading information about a virus that we all are suffering from currently. It doesn't matter.  It's a cult.  Once this election is over, then they're going to stop talking about it.  I mean, Europe is seeing their second wave, record numbers as well. So are all of the other countries in the world just going to stop talking about COVID-19 and pretend as if it's not important after this election? Well, no, of course not. That's preposterous. But Donald Trump, according to him, you know, being the narcissist that he is, he's the center of the universe. So this pandemic is really just a conspiracy to hurt him. Now, mind you, he didn't have to make it be this way. Like he could have actually been competent and that bungled his response from the beginning. He could have made it so that way this wasn't a political issue for him. But because he's incompetent, because he has decided for whatever reason to undermine our attempts to contain the virus at every step of the way, well, it is hurting him.  And guess what? He unilaterally stopped that because he didn't want to create a panic. He has made us less effective at dealing with the virus. So because COVID-19 hurts him, that's on him. A competent leader would not be harmed by a pandemic if they actually took it seriously. Now, the reason why this is important is because it gives us a little bit of a sense of what to expect. Him saying that he may fire Dr. Anthony Fauci after this election. It's telling because if he is reelected, then he's going to take the virus even less seriously because he doesn't feel as if he has to even pretend that it's important during an election because he wants to get reelected. Or, you know, who knows what he could do, the damage that he could cause during, you know, the period between which he loses this election if he loses and January 21st when Joe Biden is sworn in. Like that could be a lot of damage. He could fire Dr. Anthony Fauci then, you know, and even though Joe Biden could bring Anthony Fauci back, you know, that's that's a long period of time. That's two months if Trump loses where we're operating in the dark where we have nobody that's giving us actually factual data from this administration. We've already seen how he's tried to basically silence the CDC. So, you know, and that's if he loses, if he wins, the damage will be even worse. So either way, like we are disadvantaged comparatively speaking to other countries because Donald Trump refuses to take this seriously. Even Boris Johnson, you know, after he got COVID-19, he started taking it seriously. You know, at first he was not, but he got the virus and then he took it seriously. Donald Trump still got the virus isn't taking it seriously. So we're almost uniquely disadvantaged when we're the richest country in the world. We shouldn't be at this disadvantage, right? But because we have an imbecile in the White House who doesn't actually care and who has actively tried to undermine our efforts to contain the spread of the virus. I mean, this is going to stick around longer than than other countries. I would imagine, right? Now, over the next four years, Donald Trump knows that he doesn't have to do anything because a vaccine will become more widely available, whether or not people can afford it is a different question. But he knows he doesn't he if he gets reelected, he doesn't even have to pretend to care about the virus anymore, right? It'll probably be gone by 2024 and even if it wasn't, he doesn't care because he can't seek re-election in spite of him wanting to do that. So, you know, it's going to be around longer in the United States because of Donald Trump. And because of that, there's going to be more and more suffering. So my only hope is that if Trump loses and Biden comes to power, that he takes this pandemic seriously and then sends someone with a D in front of their name as in power, hopefully Trump supporters will begin to realize how much damage this has caused. I don't care who they blame, they could blame Joe Biden, but hopefully they actually take the deaths of Americans seriously.  So the fact that they're not taking this seriously when the response to 9-11, which was 3,000 deaths, was never forget. Now all of a sudden we're forgetting as it's happening and it's just, it's astonishing. It's because Trump is the one who's in charge and Trump is the one who isn't taking it seriously. So it's cognitive dissonance and that's to be expected when you are in a cult. So, you know, Trump here saying that he might fire Dr. Fauci, it's not surprising, but it still is really, it would be harmful, I think. Please don't subscribe to him or become a patron. David Dole is so much better. Trust me, folks, he's doing a great job, he really is, okay?


From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. This week, we spent the better part of a day in New York City reviewing AWS's AI strategy in progress with several AWS execs, including Matt Wood, who was the VP of AI at the company. We came away with a much better understanding of AWS's AI approach beyond what was laid out at Reinvent 2023. We also met separately with a senior technology leader at a large financial institution to gauge resonance with AWS's narrative. And while the stories from both of these camps were very positive, the data still shows that open AI and Microsoft continue to hold the AI momentum lead, that's a trophy, the pair you surf from historic time to market champion AWS. The question is, can AWS take back that lead? How will it attempt to do so and what external factors could propel or thwart its aspirations? Hello and welcome to this week's theCUBE Research Insights powered by ETR. In this Breaking Analysis, we review the takeaways from our AI field trip to NYC, we'll share survey data from ETR on GIN AI adoption barriers and place these in context to the recent scathing review of Microsoft's security practices by the government's Cyber Safety Review Board. Let's first talk about LLM diversity, open source and domain specificity to set some context. Early last year, the CUBE Research published the power law of GIN AI shown here. The basic concept is that while some industries have a handful of leaders and a long tail bit players, we see the GIN AI curve differently. On this chart, we show model size on the vertical axis and domain specificity on the horizontal plane. And while a few giants like the hyperscalers are gonna dominate the training space, a very large number of use cases will emerge and are emerging and will continue to do so with greater industry specialization. Open source models and well-funded third parties will pull that torso up to the right as shown in the red line. And they will support the premise of domain specific models by helping customers balance model size, complexity, cost and best fit for the use case. Now, I wasn't able to obtain the deck that Matt Wood shared with us. So I'm gonna revert to an annotated version of a slide that Adam Salipsky showed at re-invent last year to kick things off. This depicts AWS's three-layered GIN AI stack, which comprises core infrastructure for training foundation models and doing cost-effective inference. Building on top of that layer are tools to leverage LLMs, which is bedrock and the other tools inside of that, managed service and at the top of the stack queue, which is Amazon's effort to simplify the adoption of GIN AI. So let's talk about some of the key takeaways from each layer of that stack. First at the bottom layer, there are three main ones, AWS's history at ML and AI and two, it's custom silicon expertise and three, the compute optionality and of course, time to market with those EC2 instances. And we're going to take those in order. Amazon emphasized that it has been doing AI for a long time. A lot of companies do so, but Amazon has had a presence in ML with SageMaker, which is definitely has been a leader and that is true that they've been in that market for a long time. But SageMaker, while it's very powerful, is also complex. Getting the most out of SageMaker requires an understanding of really complicated ML workflows. You got to choose the right compute instance. You got to integrate into pipelines and IT processes and so forth. A large proportion of AI use cases can be addressed by SageMaker and GIN AI presents an opportunity to be an orchestration layer to simplify and widen the adoption of traditional ML tools like SageMaker. Now as well, AWS has a long history developing custom silicon with Graviton, Tranium and Inferentia. And in addition, it offers EC2 options that sometimes make your head spin, including GPUs from NVIDIA. AWS claims it was the first to ship H100s and it will be the first it says to market with Blackwell, which is NVIDIA's new super chip that they announced at GTC last month. Now, AWS's strategy at the core infrastructure layer can be boiled down to key building blocks like Nitro and internet working to support a wide range of XPU options with its own custom silicon that can do work at much lower costs. Now let's move up to the next layer on this chart. This is where much of the attention is placed because of this layer competes with open AI. We've got Amazon Bedrock here. It's the managed service platform by which customers access foundation models and tooling to ensure trusted AI. And we've superimposed on Adams chart several foundation models that AWS offers including AI 21 Labs, their Jurassic option, Amazon's own Titan model, Entropic Clawed, perhaps the most important of the group given AWS's $4 billion investment in the company, Cohere, Metaslama, Mistral AI with several options including its mixture of experts, MOE model and its Mistral large, which is its flagship. And it finally stability AI stable diffusion model. We expect to see more models in the future including maybe who knows even DVRX from Databricks. And of course, Amazon will be evolving its own foundation models. Last November, you may recall a story broke about Amazon's Olympus, which is reportedly a two trillion parameter model headed up by the former head of Amazon Alexa. And this will be one of many AWS barraisers in the LLM game. Finally, the top layer is Q an up the stack application layer designed to be the so-called easy button with out of the box GNI for specific use cases like Q for supply chain or Q for data with connectors to popular platforms like Slack and ServiceNow. Essentially a set of GNI assistance that AWS is building for customers that don't want to build their own. Now let's look at the reality in enterprises and in a March survey of almost 1400 IT decision makers nearly 70% said their firms have put some form of GNAI into production. And this chart shows from ETR the 431 that said they hadn't gone into production and asks them why. And the number one reason was of course they're still evaluating but the real tell is the degree to which data privacy, security, legal, regulatory and compliance concerns are key barriers to adoption. It's no surprise unlike the days of big data where deployments went unchecked most organizations are being much more careful with AI. Now given this concerns about privacy and security one can't help but reflect on the recent report initiated by the head of Homeland Security to investigate the hack traced to China one year ago on Microsoft that comprised the accounts of key government officials including the commerce secretary this report it's I don't know a 30 page report. I heard about in the news I got in early this morning and read it. I highlighted some key takeaways and it's astounding to the degree at which the government in this report scoriates Microsoft. I mean it eviscerated the company for prioritizing feature development over security using outdated security practices failing to close known gaps poorly communicating what happened, why it happened how it's going to be addressed still to this day there's uncertainty. This story was widely reported but it's worth noting in the context of AI adoption and near the few couple of call outs and poll quotes from that report quote the board finds that this intrusion was preventable and should never have occurred board also concludes that Microsoft security culture was inadequate and requires an overhaul. Interesting things the term was because based on reading to the report we haven't heard how it has changed. Second point call out throughout this review the board identified a series of Microsoft operational and strategic decisions that collectively point to a corporate culture that deep prioritize both enterprise security investments and rigorous risk management. The report also evaluated other cloud service providers and specifically called out in a positive light Google, AWS and Oracle and gave specific best practice examples of how they approach security. Now, why is this so relevant to AI other than the obvious? Look, the cloud has become the first line of defense and cybersecurity and there's a shared responsibility model that we have all heard about and they generally understand with cloud.  Your business is at risk and this is especially concerning because of the ubiquity of Microsoft and its presence in virtually every market. Satya Nadella, you saved the company from irrelevance when you took over from Steve Ballmer and initiated a cloud call to action. Microsoft however has violated the trust of its customers many of whom are now putting their AI strategies in your hands and you have to do better. You have the resources to do better and you have to change the culture is what this report said.  You need to think about hedging your bets. You need to think about your AI strategy. You need to think about reducing your risks. But look at the data and you'll see many customers are ignoring this threat. Here's data from the very latest ETR Technology Spending Intention Survey, TESIS, of more than 1800 accounts and I got permission from ETR to publish this ahead of their webinar for private clients. The vertical axis is spending momentum. We call that net score on a platform. This is just for the AI and ML space. The horizontal axis is presence in the data set. It's measured by the overlap with that platform has within those 1800 plus accounts. Red line at 40% indicates a highly elevated net score or spending velocity. And the table insert in the bottom right shows how the dots are plotted. Net score by the number of N, the number of mentions in the survey. The first point, open AI and Microsoft, look at them, they're off the charts literally in terms of account penetration and this underscores the risks that we just talked about. Point two is really interesting. AWS and Google within the AI sector are much closer than they are if we were looking at just the cloud segment. AWS is far ahead of Google when we cut the data on cloud accounts but Google appears to be closing the gap when it comes to ML and AI. We both have very strong net scores and very solid presence in the data set but the compression between these two names is notable. Point three, look at the moves that both the anthropic and Databricks have made in the ML AI segment. Anthropic in particular with a net score rivaling that of open AI, albeit with a much smaller N. But that is AWS's perhaps most important LLM partner as we talked about earlier. Databricks as well as moving up and to the right. Now my understanding is that ETR will be adding snowflake in this sector. Snowflake you may recall, essentially containerizes NVIDIA's AI stack as it's AI strategy or one of its AI strategies, a primary AI strategy. And so that's one of their main plays. It's going to be really interesting to see how they fare in the days ahead. Now the last point is in the last survey, Metislama was ahead of both anthropic and Databricks on the vertical axis. And it's interesting to note the degree to which they've swapped positions essentially. We'll see if that trend line continues. But coming back to the previous discussion and security and trust, this data is a wake up call to those exposed to Microsoft and we must hear from the company as to what its plan is to remediate this massive customer risk, especially in this age of AI. Okay, now coming back to AWS, who as you see from the previous chart is doing well, but if you believe that AI is the next new thing, which we do, then one, the game has changed and two, AWS has a lot of work to do. So what are the some of the themes that we heard this week from AWS that we can consider and think about the company's future in this market? Matt Wood laid out an eight step journey that they see from a customer AI perspective, customer AI's initiatives. And they're not really, really not a journey. They're not really linear steps, but he used that term, which I'm fine with, but I wanted to just point that out. It's not like these are sequential steps along the way. They're just certain things that customers are doing that AWS has been exposed to, that they're helping them do. Think of them as key milestones or objectives that the customers have. It starts with training. And we don't want to spend a lot of time here because most customers are not doing hardcore training. Rather, they start out with a pre-trained model from the likes of an anthropic or a mistrall or whatever. Step two is perhaps the most important, IP retention and confidentiality. And despite that ETR data that we just showed you, many folks have banned the use of open AI tools internally. But I know for a fact that developers, for example, find open AI tooling to be quite good and better. For most use cases or many use cases, I give an example of code assistants. I know Devs, whose company, their company has banned the use of chat GPT for coding and because of concerns over privacy, but rather than use, for example, code whisperer, which they could do, Amazon account. In many of the cases that I've evaluated, what they do is that because they find open AI tooling so much better, they download the iPhone app and they do it on their smartphone. And again, this should be a concern for ZeeSOS. Customers should be asking their AI provider if humans are reviewing the results, what type of encryption is used, how is security built into the managed service that you get access to the LLM through, how is training data protected, is it separated, can data be exfiltrated? If so, how, what are the exposures there? How is access to data that flows through the system? Is it being fenced off from the outside world? And even the cloud provider, can the cloud provider get to that data and how so and what controls are there? So these are key issues that the customers have to be thinking about that up fairly confident AWS has thought about from the ground up. Okay, step three is widely adopting gen AI to applying it to the entire business. And when you look at it, what they're really, most companies are doing, they're doing tech summarization, document summarization, maybe image generation, maybe code assistance, they're pretty standard things. The reality is customer use cases are piling up. The ETR survey data shows that 40% of customers are funding AI by stealing from other budget buckets. So the backlog is growing and there's a lot of experimentation going on. Now, interestingly, historically, AWS has been a great place to experiment from the cloud. But from the data we showed, open AI and Microsoft are getting a lot of that business, a lot of that experimentation is going on with open AI and Azure. AWS's contention is that other cloud providers are married to a limited number of models. They'll say things like, there won't be one model to rule them all, by the way, we agree. Clearly Google wants to use its own AI models, but it's got other choices. Microsoft prioritizes open AI, but at Ignite last year, it announced other models support. And this is one where only time will tell. In other words, does AWS have an advantage over other players with foundation model optionality? Or if it becomes an important criterion, can others expand their partnerships and add optionality? Now, they already have, but perhaps not to the degree that AWS has, the competitors I'm saying. So AWS tried to position its model diversity and optionality as a potential flywheel where some models can assist other models and play off of other models and maybe perhaps train other models or leverage data or the right tool for the right job. So we'll see. And the other thing is AWS has got like 400 instance AC2 instance types and will this be an advantage? Right tool, again, for the right job, for cost optimization, for example, or a better use case fit. Now, some would say they'd like gen AI to help to optimize for all those instance types and no doubt that's coming. And of course, we're seeing simplified rag models or expanding the adoption of gen AI, which gets to step four, which is that kind of getting that consistency and fine tuning those rag models as an example. Matt Wood talked about the Swiss cheese effect where if a rag has data, it's pretty good, but where it doesn't, it's like holes in the Swiss cheese. And then that's when models start to make things up. Step five gets deeper into industry problems. And again, I stress this is not like a sequential journey. And this is one, however, where people want to go beyond some of these, you know, more basic document summarization or even, you know, coding assistance. And they want to get into deeper industry problems, solving cancer, restructuring an entire business, drug discovery and the like. And so there are some advanced organizations doing that. Step six is cost optimization. I'll use that term. AWS didn't, but it's where, you know, AWS touts its custom silicon. You don't need necessarily NVIDIA GPUs like Blackwell to do inference, use inferencia. A lot of times you can train on training.  And it's, you know, who knows, half the cost, maybe even less. So that's something that AWS, I think generally as we've talked about, you know, has an advantage and a lead on much of the competition because it's been designing custom silicon back early last decade, maybe mid-last decade. Step seven is rolling out common use cases like document summarization, code assistance. Those are things that are very, very common. Step eight is simplifying with Q. Think out of the box, gen AI use cases. So those are the sort of a quick run through of the eight steps or goals, initiatives that customers are pushing AWS to help with. Now some other key points that we want to touch on. Bedrock adoption appears very strong with tens of thousands of customers claimed by AWS. We also met with industry experts at AWS in financial services and we had cross-industry pros that we were able to probe. We talked about numerous use cases and insurance, financial services, media, healthcare, you name it. And that's right in line with the power law that we discussed earlier. AWS is positioning itself as a platform to support scale. You know, one of the interesting examples was Adobe Firefly, Adobe Firefly was trained on AWS and we talked about this last week in our breaking analysis that Adobe is doing personalization at scale. And the last three on this chart, we've touched on a little Silicon and LLM diversity, ecosystem partners and companies like Adobe training on AWS with products like Firefly, security and up-to-stack applications with Q. My sense is Q is still a work in progress. Packaged apps are really not AWS' wheelhouse, but it's a start and perhaps GNAI makes it easier for them to enter upstream markets. Okay, we got a wrap. Let me leave you with a few points. Microsoft and OpenAI, they stole AWS' decade plus time to market advantage, so can they get it back? Thanks to watch, watch anthropic. Not only AWS' use and its customers' use of anthropic, can anthropic help AWS, for example, develop better silicon and low-cost silicon. How important is model choice and model diversity? That is a linchpin of AWS' strategy and of course watch AWS' own foundation models. And it's custom silicon, how fast that gets adopted and the ecosystem adoption. You know, another big question is, will models become commoditized? There's a real debate in the industry about this.  That's a race to the bottom. There's another school of thought that says, well, maybe not. Maybe it's a right tool for the right job and maybe the combinatorial effect of foundation models could actually deliver incremental value. Now, if that's the case, can competitors match AWS' diversity or will there be a moat? You know, one would think with open source models, there's actually not much of a moat there, but maybe through its silicon knowledge and other tooling that is tuned for these various models, maybe AWS can reduce the commoditization effect and take advantage of this. AI trust has to be a decision point, but will ease of doing business win out? And what about private AI and AI cloud alternatives? And speaking of AI cloud alternatives, like GPU clouds, our friends at Vast are doing very well in this space. At NVIDIA GTC, John Furry and I attended a lunch hosted by Vast with Genesis Cloud, which was very informative. These firms are really taking off and positioning themselves as a purpose-built AI cloud to compete with the likes of AWS. So I asked the folks at Vast that could give us a list of the top alternative clouds that they're working with in addition to Genesis, names like Core 42, Core Weave, Lambda, Nebul, are raising tons of money, they're gaining traction, and look, maybe they won't all make it, but some will to challenge the hyperscale leaders. Can AWS increase the adoption of AI with Gen AI as the orchestrator? In other words, can it take some of the complexity in its platform and use generative AI as the orchestrator and queue as a simplifying abstraction layer? In other words, can Gen AI accelerate AWS's entry into the application space, or will its strategy continue to be enabling its customers and ISV partners to compete up the stack? Maybe it's not an either or, maybe it's a both. Okay, that's it for now. What do you think? Can AWS's strategy resonate with you in AI? Are you concerned about Microsoft's security? Will it make you reconsider your IT bets? Let us know. All right, thanks to Alex Meyerson and Ken Schiffman on production, and Alex does our podcast as well. Kirsten Martin and Cheryl Knight help get the word out on social media and in our newsletters, and Rob Holt is our EIC over at siliconangle.com does some wonderful editing, thank you all. Remember, all these podcasts are available, all these episodes are available as podcasts wherever you listen. All your new search breaking analysis podcast, I publish each week on thecuresearch.com and siliconangle.com. You can email me at david.valante at siliconangle.com or DM me at dvalante. Or comment on our LinkedIn post, and please check out etr.ai. Their data just keeps getting better and better and more granular. They get the best survey data in the enterprise tech business. This is Dave Vellante for theCUBE Research Insights powered by ETR. Thank you for watching and we'll see you next time for some breaking analysis.


Abstract anticancer peptides, ACPs, have been identified as a promising therapeutic strategy for treating cancer. Traditional methods used to identify ACPs can be expensive and time-consuming, however. To address this issue, a team of scientists developed a novel methodology based on a computer-generated peptide library inspired by alpha-lactal Buhman, a milk protein with known anticancer properties. The team generated over 2,600 distinct peptides, each between 5 and 25 amino acids long, from alpha-lactal Buhman. These were then subjected to in-silico screening using various physical and chemical filters, as well as three different machine learning algorithms. Three peptides were identified as potential candidates, ALA, A1 and ALA, A2. In vitro testing showed that ALA, A2 was the most effective at killing lung cancer cells, while exhibiting no hemolytic side effects. Further investigation revealed that ALA, A2 induces autophagy to mediate its cytotoxicity. This study demonstrates that the sequential screening approach can be used to identify ACPs quickly and. This article was authored by Tassany Lerksithorette, Pazany Anyam, from Siri Chitfuck, and others.