If you are holding riot shares, make sure to watch this video because its recent shelf offering might affect your investment drastically. Riot Blockchain, a Bitcoin mining company, just filed a shelf offering for up to $600 million worth in new shares. What is a shelf offering? A shelf offering gives a company the flexibility to take care of paperwork now and then offer shares only when in need of cash or when market conditions are favorable. There could be many reasons why a company would do that, but in Riot's case it looks like they just wanna raise some money for their new Texas location because they wanna expand. Now you could ask yourself the question, why doesn't Riot just sell some Bitcoin, use that money and expand the company? That's a fair question, but to be honest it's financially smarter for the company to use a shelf offering because that allows them to sell the shares whenever they want, literally whenever they want. In the SEC filing, Riot stated that it will sell shares from time to time after the effective date of this registration statement. Couldn't be more accurate, right? So with the current trajectory of Bitcoin hitting $100,000 by the end of the year, it wouldn't make any financial sense to sell any Bitcoin at this moment. Instead, if Bitcoin actually hits $100,000 by the end of the year, Riot's share price will also increase in value, which is probably the time when Riot decides to sell off some shares to raise some money. With that knowledge, we can expect a completely different balance sheet within Riot, but we have absolutely no idea when it's gonna happen. So is this situation good or bad for shareholders? In my opinion, it really depends on your investment strategy. Are you in their short-term or long-term? For me personally, this shelf offering didn't help me at all to achieve my financial goals with this investment. My initial plan was to just have an option with Riot and basically riot it all the way up and use the momentum from Bitcoin, collect the premium, and then by the end of the year, sell my Riot shares. And obviously that didn't happen. After Riot announced the shelf offering, it immediately dropped in value. And not only did Riot's share price drop, my entire portfolio dropped drastically, which I didn't like. It also reduced the value of my call option expiring in December, because I'm very bullish on Bitcoin, still has nothing to do with Riot. So that call option is cut in half. So as you can imagine, I'm not too happy about the shelf offering. Here is the bright side though. I believe that after the uncertainty, and as soon as we get more information about the shelf offering, when they're gonna sell it, we see the moves, we see the expansions in Texas. I think the share price will bounce back, will recover in the short-term. Long-term, I believe it's a very smart move from Riot, because now they have money to invest into the expansion of the Texas location. They can increase their hash rate. They can mine even more Bitcoin in the future. And I'm a strong believer that Bitcoin will increase in value over time. So long-term for Riot, it's a good move. Therefore, I believe everybody who is in there for the long run, I believe the shelf offering right now doesn't have a really big effect on the long-term investment. I also believe that after the completion of the offering, we will probably see a very good performance of Riot, but we don't know when this is gonna happen. So like I said, short-term, I believe that Riot will underperform what I expected it to do this year. But long-term, I believe it will just do fine. Nevertheless, let's look at Riot's Q2 results, which are far from bad. Riot announced it produced $19.3 million net income for the three-month period, compared to a loss of $10.6 million the prior year. In August 2021, Riot produced 441 Bitcoin, an increase of approximately 451% over its August 2020 production of 80 Bitcoin. This year until August, the company produced a total of 2,051 Bitcoin, which is an increase of approximately 221% over its production during the same period in 2020, which was 639 Bitcoin. As of August 2021, Riot holds approximately 3,128 Bitcoin, all of which were produced by self-mining operations. These Bitcoin currently have a value of about $147 million. Based on these numbers, you can see that Riot is constantly growing, and if they're actually using the shelf offering, that money that they're raising for aggressive expansion, I think that's just amazing for long-term investors. Here's what I will be doing for the next couple months with the information that I gathered. Since there is this dark cloud above my head that could start pouring at me any moment, I'm gonna start selling options on Riot again, just to collect some premium while I'm holding the stock. And if I get assigned and I have to sell my shares, I don't mind at all. I will just start another option wheel strategy until the end of the year. This way, I can benefit from the upswing if it actually happens. If not, I will just collect premiums every single week. Don't get me wrong. I haven't lost any money with this investment, and I still believe that long-term it will be a good investment. I personally don't want to wait that long though, especially because I have over $100,000 invested in Riot. I don't wanna have that money sit in my account and not produce any money. Therefore, the option wheel strategy where I will just sell covered calls every week to just collect some premiums. As most of us, I don't like uncertainty, and that's why I wanna get to work and put that money to work again. I don't wanna wait and hope for it to increase in value when Bitcoin will have the last bullish move. I'd rather start making money now. To sum this video up, if you're holding Riot shares, I believe in the short-term, it will underperform for the rest of the year. Long-term, I believe it's a very good move to just invest into the Texas location, increase the hash rate, and start mining more Bitcoin every month. As always, I appreciate your time. Thank you so much for watching. Have a great day.


This research has developed a novel rechargeable aqueous zinc ion battery, ZIB, with metal organic framework, MOF, materials as both the cathode and anode. The MOF materials were designed to store zinc ions while also preventing the zinc from being stripped off the anode during charging and discharging. The resulting battery showed improved performance compared to existing batteries, with a higher capacity and longer life cycle. This article was authored by Xiu Xiao Pu, Baozhen Zhang, Xianli Wang, and others.


Hello friends and welcome back to another episode of our Road to Rank roulette series. My name is Lee also known as Osiris and we are here again today continuing on with this team that the roulette wheel churned out for us in yesterday's episode kicking us off the week with this fresh brand new team and what has happened yesterday. If you haven't seen yesterday's episode yet, do go back up here, I'll link a card for you, check out yesterday's episode and then come back into today's episode because the unbelievable happened in yesterday's episode, we're off to a phenomenal start this week which I don't think happened yet on this series, we're 2-0 at the minute and things are looking up, I'm feeling confident, the team is great, everything's performing really well. We haven't featured the Sheninga or the Zekrom yet but there is plenty of time this week to feature these Pokemon. It's a really weird looking bunch of Pokemon but they seem to be doing a really good job so far so I'm really hoping it continues on today. Remember we've got those 4 bonus buttons like we said in yesterday's episode that we can activate, come tomorrow, we've got a legend maker, randomizer, switch up and our Patreon button that we can change things up if we want to, come tomorrow. Let me know if you'd like to just see us continue but like I said in our last episode what I'm going to do is just see how the team gets on, we might not need to activate any buttons, they're there to help us out which sometimes they don't, sometimes they do but if we don't need to help them why change something, if it's not broken, that's the thing isn't it? Anyway enough yammering from myself, let's get into some battles, that's why you're here, you're here to see this amazing team perform well and hopefully we're creeping more towards we are all getting closer to that 1500 mark so that's a good sign. We're on the road to Viridian City, I like that, great Pokemon song goes. I'm not going to go on the crossbow version 2, let's go Aether Foundation, we've got Goz from Italy up as our first opponent and we'll hop straight into team preview. So Goz coming at us today as our first opponent running a team of Tapococco, Kyogre, Incineroar, Requaza, Karobat and the Amunus there, so a pretty standard Re-Oga team, you've got the support options there from the Crobat, works extremely well with that Requaza, got access to Tailwind, Hayes, Super Fang, all the shenanigans taunt as well and then the Tapococco there also going to be a bit of a pain to deal with but does give Azekrom a really nice terrain to sit in and throw out some big damage as well, you've got the Intimidate support from the Incineroar there with the fake out and then the Amunus there which is going to be like their trick room kind of check isn't it. Now let's have a look at this, what have they got for Shininger, if the Re goes down they've got Incineroar but then they need to make sure that the rain is not up so Shininger could be decent here, I don't know if I really want to bring it though to be honest, I think Tailwind is a really good option for us and Merkur is really nice at being able to shut down something like the Crobat, Salamence do I want to bring it here, maybe not, maybe we go Azekrom, maybe we bring Salamence in the back would be good I think, I think Sogallio is going to be really useful here and I think Salamence as well, yeah I think these four I'm pretty happy with and going down a Tailwind route of our own, we've got Torn support from the Merkur as well to help shut down some of their strategies and Intimidate support to Nerf the Requizer as well whatever kind of variant it is and if it is an Assault Vest we've got Giga Impact to smash it with, if it's not then we've got Hyper Beam to smash it with so we've got lots of ways to deal with that Requizer whatever Goz decides to throw at us but good luck goes and looking forward to getting into this one hopefully we can have a good result against this team today leading off with that Zekrom we haven't featured yet so it's gonna be interesting to see how this kind of comes out and obviously a fantastic lead for us to kick off kick off with today we've got the Kyoga and we've got the Crobat coming up for my opponent yeah I mean like Zekrom is in a really nice position you can taunt the opposing Crobat if you want we can match tailwinds and it might be nice to taunt the Crobat first and just go for an attack into the Kyoga and I think that's what I kind of would prefer to do like taunt Crobat stop their tailwind next turn we can get our own tailwind up the Kyoga is gonna feel pretty pressured anyway so we'll go for the Fusion Bolt into it I'm running a special Zekrom not physical one so we're not as conflicted by the Intimidate abuse that you've constantly seen this format and it also gives us access to earth power which I thought was quite a nice option to have here considering how weak I really felt against something like Primal Groudon anyway so opted for that I'm gonna see taunt come out from the Crobat but shipped down by our taunt get this Fusion Bolt off just a nice lovely animation here it's great animation actually do some all right damage into the Incinero like I say what we can do now is just go for a tailwind of our own and I think do we got Fusion Bolt into the Crobat yeah I'm gonna do that because I feel like you might want to fake out the Mercur to stop the potential tailwind if they do that then they get punished we're not gonna see any fake out at all from the Incinero which is good because it means we are gonna get an attack off into this this Crobat this turn we're gonna see super fine there's gonna be into the Mercur which you don't mind kind of prefer that over our Zekrom and we'll get this nice to the Fusion Bolt off after our tailwind we should be able to shut down their tailwind speak control options anyway as we see the Incinero is now gonna go for U-turn it's gonna go back and we might see the Rayquaza making its first appearance of this match which I don't mind really at all because one thing we could do next turn if it is the Ray coming in we could possibly Draco meteor it and and go for a foul play into the Crobat now the Crobat should be in foul play range now from Mercur you've got to think it probably is that's Kyogra okay Kyogra is definitely gonna protect right it has to protect I think one of the things my opponent could potentially do here is is switch that Crobat out I'm gonna maybe gonna switch Mercur do I switch Mercur out do we keep it in and just foul play just I feel like the Incinero comes in on that Crobat slot I'm gonna switch in Sougalio here and I'm gonna go for the Fusion Bolt I'm gonna cover the Kyogra because I don't want to take a water spa onto Sougalio if that is the case but I do feel like the Crobat switches out here we could get punished we could see super fine from this Crobat into something but yeah it's more likely so Kyogra protect the Incinero come in it's wasting our tail interns but at least this way with Sougalio out in the field we kind of limit my opponent's options going into this next turn like they really want to fake out the Zekrom but if they do that they're allowing the Sougalio a bit of freedom which can we can take down that Incinero with the super part and we could since do strike I'm gonna get rid of the Incinero that's the one thing I'm not really enjoying right now it does leave the Kyogra kind of free to get an attack off which could punish us we could wide guard as well just to get around but are they gonna go for the water spa or are they gonna go for an ice beam as the fake out yeah we'll get the super power off just fine so we'll get rid of this Incinero the problem is now I think if we don't lose anything the crawl back gets a free switch in and it does get access to thrown up another tailwind just gonna see an origin pulse so we could have wide guarded here instead of getting rid of Incinero which might have been a better idea man critical hit on Sougalio not really enjoying that too much to be honest but there's not really much we can do about it we just got to carry on and I'd say a crawl back comes back in now but we should still have one turn a tailwind left that's Rayquaza okay Ray Ray alright the bandit we still got to tailwind up yeah we still got a tailwind up we still got salamence in the back as well which is fine and do we just double the Rayquaza I feel like the Kyogra protects you feel like they could both protect you to be honest I mean we could double the Rayquaza it could be a salt vest and go for a Draco and the Sun still strike into the ray we're leaving the Kyogra okay okay I mean the Kyogra probably there's no protect there and this is not so good for us right now yeah so it's a kind of a smart switch for my opponent they are but we do get rid of their speed control which is like a good thing and we're gonna get some damage on to this Kyogra or obviously as well origin pulse isn't the most accurate move so can miss it's terrible terrible damage origin pulse again and now everything in extreme speed range but well not Zekrom and probably not so good well so good is already procted Berry Zekrom and now better shape obviously coming to this next turn and we might be better off going for a play where we take advantage of the Mercur now and use it like my opponent's just use their crowbar to switch in and use it as fodder so we reset the the drop on Zekrom to come back in now and I think what I'll do is go for a wide guard and I will switch Zekrom out into Mercur we'll see whether the Rayquaza goes it probably extreme speeds do you extreme speed I think like you've got to be worried a little bit about the Draco meteor definitely from Zekrom and we still have speed control with a Salomon so losing Mercur is not the worst thing in the world so we'll see what the Ray Ray Ray coming out could earth power could be soft as but it'll give away probably what kind of build it is by the type of attack it goes for unless it is just Dragon Ascent which doesn't give us really any indications at all and we'll get the wide guard off with Sugileo to block any of those overheat wow nice well I don't mind that at all it kind of indicates that it is a salt vest and Ray and if we do see an origin pulse here that's ideal for us because it means Mercur gets in for free it's a life orb wow okay a serious wins really coming in clutch but yeah not quite enough to allow a little Mercur to survive which is a little bit of a shame okay let's bring Salomon's onto the field I think we can clean this one up now to be honest because I think a giga impact to probably get the Ray quasi then a fusion bolt should be enough to get the Kyoga maybe I think the thing you could go wrong for us is we get the Ray with us Salomon's and then the Kyoga chaos at Zekrom and then the next turn because we've got to recharge and the Kyoga could get us Salomon's that could be the worst case scenario and let's go giga impact into Ray and let's go for that fusion bolt into the Kyoga we just got to lock into it let's see I'm pretty I feel confident that we can get both like a impactful 100% uncategorically get the Ray quasi from this range and fusion bolt probably won't get the Kyoga because we're not the physical variant but it should still do a decent amount and it depends who you target here you could target the Salomon's you could protect Ray and go for the ice beam into the Salomon's potentially and try and snipe it that way but you've got to be worried about the Zekrom I think I think that's the big thing here the Ray quasi is pretty weakened now as well the minus 200 special side makes it a lot weaker after the overheat and then yeah oh no we missed the giga impact and I don't think the fusion bolt's gonna get giga impact what are you doing there's ice beam it's actually at speed and we need Zekrom to hang on he survives Zekrom it's all went Pete Tom and now we can't do anything because we've got these stupid recharge moves that means that yeah whatever happens yeah I mean there's nothing there's nothing we can do we needed that to hit and regardless of that hit there I think we lose anyway because it that scenario would have happened the Kyoga outs better Zekrom took us down and the Kyoga will be able to snipe our Salomon's the next turn so regardless of what happened there doesn't really matter the RNG there we would have lost this anyway so and probably the better thing to do I think there would have been protect Zekrom go for the giga impact into the Ray hope it hits hope we pick up the knockout they tack into a Zekrom sleep then the next turn they can only take down yeah I mean we get the Kyoga but there's no way I'm gonna take a dragon it's not now not too well yeah we're gonna take two and it's not gonna happen and yeah that would have been the player to make protecting Zekrom and then it kind of splits the Kyoga's targets then doesn't it can only ice beam either the Salomon's who has to recharge all the Zekrom and then then it's still tight because then it comes down to what how much fusion bolt does from that range and it's probably not enough to pick up the knockout so Kyoga was probably the target the whole time over there the requires that there with the impact and maybe that's why we got punished so two wins one loss not up to the best start today I definitely feel like that was a match we could have won down to just some decision-making maybe rushing in a bit too much just quick but then who knows you know it's difficult to say my opponent could it made sense for my opponent to protect oh what's this Frank but I think we've had like it came up a flashed up like it was a disconnect it was so no Frank unfortunately Frank what happened and yes oh it's kicked us off completely well it hasn't kicked us off completely but it's kicked us off this temporary little bit so I'll have to just hop back in and yeah mid sense to protect the Kyoga there and throw out an attack with requires a potentially depends what the records I had but you can see from the other side as well it's like the 50 50s there are just a bit a bit awkward but I still think we could have won that one and I'm not taking anything away from girls of course because they played it well and did what they needed to to eke out the victory and like I say it would have been difficult even if we'd landed that get impact and it's all I would have all been about taking that ice beam from the Kyoga but just too powerful and there's a crime not strong enough unfortunately hopefully it doesn't take too long to find the next opponent what I'm gonna do my friends is just cut it here and we'll come right back when we find the next opponent of the episode and we got an ex-oponent of the episode one from Japan so I'll hop straight into team preview see what we're going up against quite an interesting mix of Pokemon we've got groudon and dusk min and a cross map as the restricted combination here you've got support cast from salamence then Umbrian not so much not commonly seen at all then Kangaskhan and Tapilele so potentially two megas here between the salamence and the Kangaskhan probably depending on what the team is that they're gonna be playing depending on what they bring here to say more likely against us there I don't know I don't know probably more likely to bring the salamence against us although it feels difficult for either mega and I think if you bring the Kangaskhan it's a bit conflicting about bringing your Tapilele but it's definitely gonna be ultra and a cross map I think macro again is gonna be good just for that guaranteed tailwind that we probably do want to rely on and macro so Galeo's not bad now what else do we want if we can get Porygon Z is pretty good here but such a ninja actually my opponent's got very little to hit a ninja with outside that Umbrian and the Umbrian could be a bit difficult for us to actually deal with to be honest let's go Porygon Z and let's go for salamence or Zekrom salamence probably yeah because if we're gonna tailwind up then giga impact and hyper beam would be very good it'd be nice if we could take the reins of salamence maybe for the rest of the week and give it like maybe double edge and hyper voice or just giga impact and hype just give it hyper voice and giga impact that would be nice at least with stick with one of them other than having both it's so conflicting it is a very strong make a problem but at the same time it's gonna be difficult so we're gonna see macro and we're gonna see so Galeo come out against Umbrian and not cross map so we might we're definitely gonna get try and get our tailwind up now I think we can definitely get that up gotta worry about snatch there's one thing that springs my mind from this Umbrian snatch Umbrian could be a thing steal that tailwind I'm gonna see an earth power potentially I think of all things that you throw it would be a foul play in an earth power I think and Porygon Z could be good to get in here to get that Z move off I'm gonna bring in yeah we're gonna see the cross must which out grow down in the field she's invited all you know to be honest I don't want to leave so Galeo in here and take a foul play from the Umbrian and even if they do snatch I think it's not the worst thing in the world because they'll get tailwind up and then we can still get tailwind up the next turn unless they keep snatching I hope they don't do and they might not even have snatch I'm just making making theories up about what they could potentially do it just make more sense for me why they would lead Umbrian unless they do suspect that we'd lead so Galeo which is a good call then isn't it we got a tailwind up no snatch so nothing to worry about there are snarl coming out not what we want to see especially for Porygon Z hmm we could get Salamence onto the field now I guess it's not a bad play and we could his you could his and then Z move his and Z moves not a bad play is it do we Z move the ground on though or do we Z move the Umbrian the Umbrian's like the big pin in the backside really isn't it kind of want to go for the Umbrian more than anything else but I just don't feel like we're gonna get the Umbrian I'm gonna go for the ground on we're gonna try and get it and that protects coming out so that's nice we get the hairs off so we'll get rid of those snarl drops and then yeah Z move time PZ it is the ultimate primal ground on killer we got one yesterday with PZ so we're gonna be able to get another one hopefully here today we'll be getting this kind of guarantees and solidifies and backs up that that the evidence that we are able to always get the the primal ground and I didn't do the calcs I've got to admit before put this team together so I don't know if it's always gonna be something that we get but looking at it primal ground on it's not even a problem PZ's just the ultimate there's another snarl coming out from the Umbrian trying that but like like I say we've got that we've got the hairs so it really does help us there with these snarl drops and Mercura thankfully a dog type as well not really taking too much damage from them so right tabulele coming in can a hyper beam get tabulele I imagine type of beam will probably be able to get a tabulele I definitely want to find out and so we'll we'll go for that we'll go for that here's and hyper beam see what PZ can do to tabulele I'm pretty sure we'll get the tabulele I'm gonna I'm gonna say it will tabulele is pretty especially defensively bog you so but it'd be nice if we can get rid of it as well I love hyper beam I love all these big attacks man PZ's crazy strong isn't it why would never used it before now I should have listened to Lou a lot a lot sooner and I can't remember if it's on my head who nominated poor Gunzi but what a great shout it's putting in all the way can I get all four knockouts that would be incredible if it can and so we've got Umbrian we've got the dawn where it does come in to come back in course but we've got we've got foul play we can just launch on to the the necrosis man now poor Gunzi has to take a turn to recharge which is fine so we'll take this tend to recharge we might lose poor Gunzi now but the foul players should do a really nice chunk of damage to this this necrosis man and I don't really see how the necrosis man is able to all the Umbrians able to deal with the Mercura to be honest it's like the one such a good support Pokemon against this sort of team we do see the necrosis go for its ultra burst so ultra necrosis coming out to play foul players still do a really nice chunk of damage to this thing man oh there we go photon guys it's gonna be into the poor Gunzi but doing more than enough damage to pick up the knockout there and we've still got Togaleo we've still got Salamence and we've still got our tailwind and just another snarl coming out from the Umbrian the thing is we're gonna be able to guarantee our tailwind up again and I think I'm probably gonna bring in Togaleo over anything else because I haven't got protect oh that's the one thing I was like but we'll soften the idea is to soften up the the Umbrian this this so when the Salamence comes in it can get impacted and pick up the knockout because it's pretty defensive it's pretty bulky and do we actually need to go for the tailwind then if we're doing that I don't think we do I think we just file play the necrosis and we'll go for a sense to your strike into the Umbrian like Togaleo is gonna take helping hand helping hand earth power potentially okay yeah this probably will get us helping handed there's not really much we could have done there but we're going to be able to pick up the knockout here on to the necrosis and what's gonna be better to hit probably giga impact better to hit the Umbrian with to be honest if it's left of us Umbrian it could be tricky to deal with you could have a bit of a stalemate going on here but we will get Salamence in it's gonna be two against one Salamence oh come on come on the internet is oh and it's ours oh I'm so sad about that okay let's hop on let's try and see if we can find I'm gonna I don't know if it's my internet my internet has been terrible today I will just say that yeah I think it's my end so we might have to call it there to it I'm gonna say we would have been able to win that one I'm gonna say that I'm gonna claim the victory even though we didn't really win I'm gonna say we claimed it and so we'll try we'll see if we can get back on if we can then obviously I'm just checking on my phone to see if my because it's the best way for me to do right now I'm sitting in front of a computer why am I not doing it that way and it might be something to do with the battle spot you know it's not the best it looks like we're back on so we can we can hop back in and try and find another game because it's it's never great ending where we and we're still 24 minutes so we got we got time to have another game and so we'll go championship battle and we will see if we can find an opponent pretty quickly that's it's devastating isn't it it's annoying when that happens but we could write that game off completely or we could just claim the win I'm gonna leave it up to you guys you guys let me know down the comment section below what you would what you would do what you see as the right thing to do in that situation I'm gonna say obviously I'm biased of course they will take the win because we were two Pokemon to one and even though the disconnect looked as those on our side who knows if it was it could have just been a glitch with the system everyone could have got booted off at the same time who knows but we'll search for another opponent and like I said to speed things up we'll come straight back when I do bump into one so hopefully won't be too long next opponent of the episode sweet so let's see what they've got and hop in the team preview hopefully no more disconnections against sweet so we've got the zernius incinero among us landeris theory and tapu finny and requires us our standard x-ray call we know what this team's capable of what can do and the one thing that this team really does lack is any sort of speed control because you you're looking at this no speed control options really outside of the tapu finny here so one of the things we can take advantage of against this team is a speed control options and I think my cross a really nice option to bring because it helps shut down things like tapu finny if it does try to go for anything like heal pause or anything along those lines and it also helps us shut down the moongus with taunt if that does become a thing and we've also got his there as well which is nice I'm gonna bring so go now what else do we want to bring poor gun Z feels like it could be quite nice here and salamence salamence yeah because the intimidator is gonna be useful isn't it so yeah we'll go with these fall and lock in and hopefully we don't have any connection issues in this one's all nice and smooth for us to end on today so we'll get straight into this one see if we can do it I guess it's nice you know the one thing that we like I've been mentioning quite a lot throughout the series is we're at the point of the series where most players have a really good team or have picked up a team that has been tested and tried throughout the season so we're playing all these top tier teams with random teams which does make it harder but at the same time it means that all the teams that were generally playing are very established teams which is a good test for our roulette teams to go up against in the same time so we do have that going for us and right let's shoot what we can do I'm gonna tailwind and I'm gonna go for some steel strike into yeah I'm gonna tailwind Sunsteel strike into I'll do a super par super par super par no I'm gonna Sunsteel strike there's only this is too tempting to go for here the only thing I would say super power would be good for here would be if if that incident was a move and it does decide to go we see protect from the zernius and then CZ move from the incident but we're gonna we're just gonna seen up a fake out to come out here gonna see just a straight up dazzling gleam so maybe doubling into the Suggalio here gonna make we're gonna be able to take it but we should be able to get this zernius now with a Sunsteel strike from this range depends how bulky the zernius is of course as well known to be able to take Sunsteel strikes but not this one we are gonna be able to get rid of probably the biggest threat on the team to be honest and it is the Z move from the Incinera it will take down our Suggalio unfortunately but I mean trade for trade you trade Suggalio for zernius I'm pretty happy doing that to be honest I guess the issue is now when the Rayquaza does hit the field it is gonna be able to pick off Mercurial with an extreme speed which isn't ideal but it could be worse couldn't it and now do we bring in Porygon Z I think Porygon Z is a nice pick here because Mercurial is a nice switch to Salamence this next turn and we can then cycling intimate we can utilize the z move to get something maybe the Rayquaza oh it's a Moongus oh well I'm seeing that so Ray in the back the Ray has to be in the back right now we can taunt the Moongus and we can go for that Z move into Incinera yeah we'll go for that we'll get rid of the Incy Incy Incy spider and then we got Salamence in the back and you you've got to think Salamence versus Ray and the Moongus should be able to do it it's not gonna be like straightforward by any means we get the taunt onto the Moongus that is gonna be really helpful and I think the biggest problem here would be rage powder but we're not gonna see that so we do get the tasty taunt into that a Moongus no rage powder coming out they're probably trying to spore so I'd imagine but the Z move now should be able to get the Incinera I'm hoping you've got to think though that Incinera is bulky enough to take a Geomantic Moon Blast from Azernius so potentially could take this attack but is PZ stronger than Azernius a Geomancy Azernius this is the question it is by a mile it's the strongest Pokemon alive strongest Pokemon alive can't use spore so we do lock that down and like I said we think the Ray requires us the Pokemon to come in now it's the Finny even better okay I really don't mind that at all because Salamence has a ways of time we do have Thunderbolt as well on our Porygon Z so we can fire that off into we just what are we doing with Mercurial do we just taunt the Finny to prevent it doing any sort of support moves it might be better just to do that and then go for a Thunderbolt into it as well yeah we'll do that we'll taunt it I don't really want it being able to disrupt us like it can fire off icy winds it can fire off nature's madness you can do what it likes but like a Hyper Boom will get that type of Finny now that's the thing and so we are gonna say icy wind Mercurial should take this just about and what team is gonna do like a clear smoke might take down Mercurial but then it will open the door for Salamence to come in grass not into the Porygon Z okay that's fine and because now we just get rid of the Finny it cannot we'll file play into the Amungus we'll go for that Hyper Beam into the Finny that should take down the Finny we'll be able to get some decent damage onto the Amungus with file play and then Salamence can come in and clean up with hopefully a pretty accurate giga volt giga giga impact or Hyper Hyper Beam whatever you could end with a Hyper Beam I guess Hyper Beam Hyper Beam so there we go we get rid of the Finny with Porygon Z critical hit as well just to make sure I'm pretty sure we would have got it regardless of that file play from a Mercurial into the Amungus doing like I say some decent damage another critical hit nice that's nice another grass knot into PZ there's a taunt but we can we can taunt it again just to stop it being really disruptive Porygon Z obviously has to recharge this turn but you just want to shut down this Amungus ability to small especially when the Salamence comes in but there's the forfeit and we do pick up a victory to end with today and it was nice and quick so the episode's not over long but thank you so much for tuning in guys it's been a really enjoyable episode today I hope you've continued to enjoy the team so far this week I really loving it and I don't think I'm gonna say it now I'm not gonna activate any bonus buttons tomorrow I'm gonna go with the team we're gonna hold off till Thursday so we'll see how we can get on and and Wednesday's episode and we'll make a decision Thursday maybe we do finish this week up without making any changes but maybe we'll make some slight ones but let me know down in the comment section below what your thoughts are on this and I'll see you for the next one so have a great day whatever you're up to for the rest of this day morning afternoon evening whatever time of day it is and I'll see you all for the next one so until then take care and bye bye


and welcome to the inaugural episode of our newest show here at theCUBE Research. The show, the series will be called The Road to Intelligent Data Apps. I'm your host, Shelly Kramer, I'm the managing director and a senior analyst here at theCUBE Research, and I'm joined by my colleague and fellow analyst, George Gilbert. George, welcome, great to see you. Hi, Shelly, good to be here. So we've been talking about this show for a very long time, and we're excited about this because we see The Road to Intelligent Data Apps as truly the next frontier. This last decade in data and analytics was all about cloud architecture and the process of separating compute from storage. The MDS lake house became the historical system of truth and we saw the rise of simple scalable cloud platforms with the likes of Snowflake and Databricks. The next decade though, we anticipate some massive change. This decade will be all about separating compute from data. And we're evolving to what will be a new historical system of truth with more easily composable data products that will evolve into applications. So this is exciting. And it's something we believe will be an even more profound shift than the MDS lake house. And we're still figuring out what that will look like, which is part of why we wanted to do this series. What we do know for certain, however, is that in this world, it's the combination of data and metadata that will form this new system of truth. So in this episode, we'll explain what metadata is and why it's so critical to the data center architecture. George, I know this topic is something that you are particularly passionate about. You're very knowledgeable about it. That's the reason we decided to launch this webcast series. So this will be the first of many conversations and interviews to come. And I'm so excited to be doing, to be walking this path with you. So in this first episode, we'll explore why we need to evolve. We'll start to explore how in terms of potential approaches. And part of what we're gonna do is preview what we expect to see at AWS re-invent 2023, which is kicking off in Vegas next week. So George, I'm gonna toss it over to you. I've talked enough so far this morning. All right, so AWS re-invent, it's a big event in enterprise software every year. And this one, it's a key milestone in this kind of once in a decade shift in data architectures because this is probably the year where we start to see the emphasis shifting from what was the modern data stack really that Snowflake defined that supported analytics by separating storage from compute and making it cloud native. So you could have as much data as you wanted and independently scale the compute, but we need something different now. And so this is where we're gonna see this equally profound shift that's gonna ultimately support intelligent data apps. And to do that, we need to separate data from compute. And so before we get into the nitty gritty of what we're looking for, like in AWS announcements and things like that, let's set up the context, which is the why and the how we have to separate data from compute now. So Shelley, why don't you set up some of the context with what do we mean by intelligent data apps? Absolutely. So for starters, let's talk about apps. One of the things that I ran across, I remembered as I was preparing for this show at the AWS Summit in New York City this past summer, one of the keynotes sort of planted some data points in my brain. And it was a keynote given by Salesforce, Senior Vice President, Salesforce Data Cloud Manager, Data Cloud Product Manager, Gabrielle Tao. And she shared just a snippet of information that said, we are today in an age where there are more devices than humans on the planet. Okay, that really makes perfect sense, but I think it's something that most of us don't really think about very often. So more devices of course means more data. And that becomes, I think probably one of the number one challenges that organizations of all size today have is getting their arms around this massive amount of data that they have. So as more disconnected data grows, it becomes exponentially harder to connect that data and use it to better serve customers. Salesforce did a little bit of research that they presented or they did some research that they talked about at AWS's event. And one of the things that they shared was that, while customers expect companies to expect, anticipate their needs, most feel that organizations do not. And I think that probably we would all agree with that based upon our own encounters with call centers and things like that, looking for some help. So some of the data from Salesforce's research was that 60 to 70% of customers expect companies to understand their needs, but yet 56% of them feel like they don't get me. I'm just a number and it's just kind of a waste of time. So shifting to think about applications, why does this happen? Why is there such a disconnect with data? Why do customers feel like they're not being well served? What's the challenge here? Well, one of the things that Gabrielle shared in her keynote was the average company has a whopping 976 applications, throughout their organization. So the fact that there are disconnects there is actually not at all surprising. So I think that this is where we're trying to solve for certain challenges within organizations. And this particular topic, the topic of apps is critical because in order to better understand customer needs, there needs to be a better understanding of how to more effectively and efficiently connect with them. And that's the beauty of Intelligent Data Apps and that's where the importance of these comes in. So Intelligent Apps are essentially a platform that enables an enterprise to orchestrate and coordinate an ecosystem of people, places, things and activities. You're already exposed to Intelligent Data Apps probably on a regular basis without really realizing it. Some current examples would be Uber or Amazon's e-commerce platform or Airbnb or Instacart. These are all examples of sophisticated technology that companies are using and these are Intelligent Data Apps and that's where Intelligent Apps come in. They're essentially a platform that allows an organization to orchestrate and coordinate an ecosystem of people, places, things and activities. And the reality of it is most of us or many of us anyway are exposed to Intelligent Data Apps on a somewhat regular basis, maybe without even knowing it. Some examples of this include Uber or Airbnb or Amazon's e-commerce platform or even Instacart. So the way that companies, these companies are able to effectively serve us is by way of the sophisticated technology that they're using, which are Intelligent Data Apps. But the reality of it is for most companies, today's modern data stack needs to evolve in the months and years ahead. And that is what mainstream enterprises need to be able to do to think about building these applications. So some quick characteristics of Intelligent Data Apps and how they're more advanced than data products. Here's an example. So the digital representations that we see of Intelligent Data Apps, you've got things like riders and drivers and fares and routes and ETAs, which is what you need when you're working within the Uber ecosystem, right? In the modern data stack, what you see are strings. So that's very different. You've got data assets, you've got transformation pipelines, you've got dashboards, you've got AI and ML models and all of those things are important, but they're not Intelligent Data Apps. So Intelligent Data Apps are orchestrated by AI. And for example, it's like Uber matching those drivers, those riders, calculating the routes, being able to send you messages along the way and those sorts of things. So hopefully that quick little overview is helpful. And now George, I'm gonna throw it to you to ask you to explain where AWS is relative to supporting these kind of applications with its data stack. Okay, so the big thing that we need to start looking for is how AWS is actually fixing some of their legacy issues because they basically missed the architecture of the modern data stack. And they've been struggling with that for 10 years, which is the modern data stack, just to recap, was separating storage from compute so that you could apply different types of analytics to the same centralized storage, but it was done within the context of one vendor. So that's why you could have your business intelligence workloads operating on the same data as your data transformation pipelines. Again, it was done within the confines of your lake house. So that's why Snowflake and Databricks dominated that AWS's challenge was that they started with a legacy code base. And so Redshift never separated the storage from compute. So you had this Redshift data warehouse, but if you actually wanted to do your data transformation, you had a separate silo in S3 with Elastic MapReduce or more recently the SQL-based Athena. And so you did your pipelines, then you put it in Redshift, but Redshift only worked for your structured data. And so you could only do your dashboards. So you had these different silos. And the whole point was you didn't want pipelines, you wanted one system of truth. So that was the opening that created essentially Snowflake and Databricks and made them so large on the Amazon platform. The other thing was, as you mentioned, we were still dealing with strings, not things.  So what we need is something in this new and evolving modern data stack that allows you to unify the metadata that essentially transform the meaning of strings. And when I mean strings, I mean the rows and columns that said, that had operational and analytic data and transform that into the drivers and riders and routes and ETAs. And that's in the metadata. Now, Amazon last year introduced something called Datazone, which was a business catalog that created glossaries that would give you like discoverability. So you could find your dashboards or your pipelines, but it wasn't yet something that an application could use. So we wanna see if they continue to evolve this metadata platform into something more operational that an application knows how to use. Cause right now, even though they're trying to unify that metadata or they started to last year, you still had the data silos. Like only Redshift could access Redshift data and only EMR could access like the data like EMR or Athena, they still had the silos. And it was business metadata, not something an application could access. So we're looking to see, can they continue that movement where there's unification of data and unification of metadata across that unified data repository. That's what we're looking for. And metadata is key. Metadata is key. So it's clear that the modern data stack has to evolve to support these apps rather. And so a future data stack, when we're looking at a future data stack, the theme here will be all about unbundling the DBMS. And we're looking for some additional functionality that includes, when you have a system of truth, you've got the data plus the metadata. And the metadata is the data that explains what the data means. And that's going to grow and evolve substantially. And we're looking, as you mentioned, George, beyond BI and AI and ML models needs to support intelligent data apps and products. We need to be able to have application intelligence, which helps us move from app silos into the data platform. This will allow apps to become composable building blocks. And for example, Uber can add surge pricing functions that affect all fares in a given region. So this is something that happens in real time on the fly and that is really important. So as I said, when we started talking about this, you may think you know what metadata is and you may think you know how important it is, but we can promise you that it's actually more important when we're talking about intelligent apps than ever before. And the role of metadata is incredibly critical. So as this evolution continues and intelligent data platforms become more widely adopted, it is that metadata that's key. It's now the new system of truth. The metadata holds the key to what the data means. And it's not the database maintaining the system of truth. The metadata has to do it and that's why we need to evolve. So now we're going to talk a little bit about how metadata can evolve. All right, I'm going to get a little technical here. Metadata used to be like the system catalog in a DBMS and it was information like about the schema. It was like what rows and columns there were, what tables there were, how to connect the tables. That's like technical metadata. Then it became something we called governance and that was something like the IT guys and the administrative guys worried about it. It was like, who's allowed to access what? But that now has to become something like everyone shares and maintains. And by everyone, I mean the developers, the data engineers, the application developers because that's what sort of up levels strings to things. So specifically, it's things like operational metadata. That was the things like lineage, like what data fed into what data as you transformed it. So you knew where it came from. That allowed you to monitor the quality and observe things like where there are errors during the transformation. Then there was business metadata like glossaries and discoverability. The key point here was that when you start unifying and adding this all together, you gradually transformed the strings into things as you added business logic that gave you essentially the meaning. Ultimately, all this metadata becomes what used to live in the applications, the intelligence that lived in the application now has to drop down into the metadata so that it's shared by everyone. And that's how we go from application silos to an intelligent data platform that gives you composability. So what we need to look for in terms of AWS product and frankly, what we wanna see in everyone's introductions. First, to see the separation of computing data, we wanna see that like Redshift, SageMaker, OpenSearch, key parts of the data stack that Amazon has, those need to share like a common repository. They should all be with data in S3. Today, most of those basically have their own, OpenSearch has its own data repository, Redshift has its own data repository. Those all have to have a common data foundation. And then we need to unify that metadata. So today there's business metadata, the glossary and discoverability, that's in data zone. There's technical metadata in like the glue data catalog, the Redshift system catalog, all that has to get unified into one sort of operational catalog that all applications can share. That's the key thing that we need to look for. So Shelley, why don't you start to explain what we're looking for? Well, some of the conversations that we have had is of course looking at who the players are in this ecosystem. Of course, we're gonna start with AWS as we head into the reinvent event. So AWS has a legacy and some challenges and basically they kind of miss the cloud data lake house with Redshift because it was based on on-prem code base. It didn't separate compute from storage and that created the opening for snowflake. AWS however seems to anticipating this next shift which we like to see with the development of data zone and its metadata strategy. So we're also gonna take a look at some of Amazon's competition on this front. So George, who do you think, who are you looking at? All right, so snowflake has some really strong foundations but they left a couple openings. So let's start starting with them. They have really strong DBMS foundation which allows them to provide simplicity to admins and developers if they fix a couple of things.  So if you can have the same DBMS that manages your data and your metadata that gives unification and simplicity to developers and admins. What snowflake left open was all the metadata that would allow people really to turn strings into things and to manage a broader data estate which is to say data that's not just managed by the snowflake DBMS. That's the thing they have to fill in. And with Snowpark and Elastic Container Services they gave you the open extensibility to add any compute to access the data that goes through their platform. The problem right now with them is the pricing and business model makes it not cost competitive for all workloads. And that's a big problem. I mean, you know, especially I think now, you know, I've characterized this entire year is that a year where we're all trying to do more with less across the board from a corporate standpoint, right? So this cost issue is a big issue. Yes, and that actually has created an opening because people are putting the less performance sensitive workloads on different platforms right now. And because they don't, because Snowflake doesn't have a platform for managing the metadata outside their platform. It means someone else owns that essentially that system of truth metadata outside of Snowflake. In other words, this- Not ideal. Right, not ideal. And that's what created an opening for Databricks which came along and surprised some folks this year with Unity, which is this unified metadata platform where even if the data is not something that you're managing with their SQL engine, it can manage actually the metadata for your entire data estate. That's what caught Snowflake by surprise. And so you can have, they're also more price competitive because they segment their pricing by workload type. So for the non-performance sensitive stuff, it's much more cost effective. So what they're trying to do is own the metadata for your data estate even though their DBMS technology is weaker.  There's an analytic DBMS right now. Yeah. And Google made tremendous progress showing at Google Cloud Next the separation of storage for compute so that all the AI tools, BigQuery, everything worked on a common data foundation to have this common metadata layer in Dataplex. So they're looking strong, even Microsoft which has basically been a non-entity in the data platform showed Azure Fabric where everything was separate from all the analytic engines were separate from the data foundation. And a metadata layer. So they're even in the game. So Amazon's coming from behind here. They are, but it's really this to me this whole conversation in this kickoff episode. I hope that our viewing audience and our listing audience can see why we're so excited about this. We think there's a ton of change ahead on this front and there has to be, right? And on the modern data stack we essentially need different compute engines talking to a shared data platform. And then the whole point of this transition is in the modern data stack. And we separated storage from compute but storage and compute were owned by the same vendor. This is where we're evolving. Okay, so now we need to get to the point where we have different compute engines from different vendors accessing the same data. And that means you need a platform where you're up leveling the intelligence that's in the data. So that as you build applications you're not talking to strings where different application silos have the intelligence about what those strings mean. That intelligence has to drop down to the data. And so the data platform has to maintain this new system of truth where it's got all this intelligence and it keeps it in sync so that you have applications then that can build on each other, which is composability. That's the key, that's what we're looking for. Yeah, and that my friends is what the series the road to intelligent data apps is all about exploring the challenges and rethinking the way we do things as we explore the road to intelligent data apps. As we wrap this inaugural episode we're glad to have you along on this journey with us and we hope that you'll hit the subscribe button and come along with us. And if you're planning to be at re-invent in Vegas next week and you wanna meet up, reach out and let us know. You can, I'll include links to where you can find us on LinkedIn. We'd love your connection request and we'd love to see you in Vegas next week. So with that, we're gonna wrap this show and we'll see you next time. Thanks, George. All right, thanks, Kelly.