>> Announcer: Live from Silicon Valley, it's theCUBE, covering Mobile World Congress 2017. Brought to you by Intel. >> Okay, welcome back, everyone. We're live here in Palo Alto, California for SiliconANGLE Media's theCUBE special two-day coverage of Mobile World Congress in Barcelona, Spain. As people starting to get ready to take that nap to go out all night in Barcelona after they've had their tapas and wine we're here in California breaking it all down. Two days of coverage, this is end of day two in Spain. We're in the middle of it here, and breaking down the analysis, covering all the news, commentary, identifying the trends and talking to the folks here in the Bay Area that can add value to the conversation, and our next guest is Bob Stefanski, who's the managing director of eLab, located in Palo Alto, a venture capitalist making investments and really a key player bridging Silicon Valley with Michigan Motor City here bringing the two worlds together as the autonomous vehicles and the automotive industry's under massive disruption and change, and the car companies know about it and they're not afraid of it. Ford's here, GM's here, they're all here, and now we have Bob Stefanski here in theCUBE. Bob, good to see ya, thanks for coming in. >> John, thanks for having me on. It's good to be here. >> I love this story, and I think this is not really well documented, but this is the beginning of what's been happening for a while, kind of as an outpost to Michigan and Motor City, you have some satellite offices in Palo Alto or Silicon Valley. They're close to Stanford, close to Cal, close to a lot of the research, but now it's a change where you're starting to see Ford, GM, all the car companies, BMW, big venture fund as well, all here in Silicon Valley because the software defined blank is everything, so software-defined radios in 5G, big story at Mobile World Congress, software-defined networks, the world is software-driven, so they're here. You're bridging the investments, trying to identify the key trends. >> Bob: You bet. >> To help identify this new game-changing technology that's going to bring a whole new world together, and certainly Intel and others are changing the networks, creating an end-to-end architecture digitally to bring autonomous vehicles, media entertainment, smart cities, the smart home, and we're seeing Alexa, Google's got their device, and you're seeing smart cities. What's the big bridge being built around? I mean, obviously, the cars themselves are changing. What is this bridge between Silicon Valley and Michigan Motor City? Obviously, that's a big part of Uber and whatnot. >> Absolutely, John, you know, I grew up in Michigan, I grew up in the days before there was a single chip, I think, in cars. I worked for General Motors when I was a summer intern in the early '80s in the engineering group there. There was a very distinct automotive culture. I then fast forward 20 years, and I'm in Silicon Valley. I've spent the majority of my career here in Silicon Valley doing Silicon Valley things, so software, enterprise software was where I spent most of my career with TIBCO software. We are now bridging these two things. We're bridging, the automotive industry is, I think we all know, anyone who's paying attention, the car now has a lot of chips in it, and it's about to have a lot more, the car is becoming a data center on wheels. It's becoming another mobile device, a very big mobile device, and the really neat thing is with, we're the only venture fund with offices and partners located in both places. We have fairly deep networks and connections into the whole Michigan ecosystem back there in automotive, and of course, we're out here in Silicon Valley as well. It's been fascinating to see after spending, after having that early childhood experience, young adult experience as I was growing up in the auto industry, and really kind of the heyday of the auto industry, maybe the beginning of the decline in the '70s and early '80s, and then having sort of spent the career working on the latest, greatest, newest technologies as they've come along out here in Silicon Valley. This is a fascinating time to see these two now finally merging together with autonomous vehicles. >> One of the things that we're seeing in Intel, obviously the bellwether, and they always have the long game going and make the big bets, and autonomous vehicles and virtual reality is that showcase, but what I find interesting and I want to get your thoughts on and reaction to is that I shared on my Facebook feed a post by autoblog.com that says, "Race for autonomous cars is over in Silicon Valley." And they were kind of pointing to the obvious things that people are seeing today, which is myopic and narrow in my opinion, but obviously Apple kind of tapped out of building a car, and I think a lot of people thought, "Oh, Apple should build a car. "They built a watch, why not build a car?" Obviously, they forgot about Teslas here, so I'm not sure what they're thinking, but I think they missed the point that it's bigger than the actual car. Could you share some color commentary around the mindset of Detroit? Because we're seeing that certainly Ford's not lookin' the other way, they have their finger on the pulse. Others do as well. What is the general mindset for the folks in both ecosystems and how are they working together right now? >> Sure, that's a great question, John. And you said it right at the outset, look, all the autos are here, and they're here in our backyard in Palo Alto. They've really sort of migrated here over the last five, seven years probably. GM is here, Ford is here in a big way, BMW's here, Mercedes' here. So they all obviously recognize that the car's becoming all about technology, and they need to be, if they're going to be a key part of that in the future, they need to be out here, and they need to be understanding that, on the other hand, making cars is hard. Making cars is not a simple thing, and this is where 70% of auto research in the U.S. is still happening in Michigan in the Detroit area. Michigan has a very high density of automotive engineers, and integration engineers and integrating IT with the autos and so forth. There's a lot of talent there, there's a lot of experience there. I think, you know, frankly probably the biggest and most interesting thing in this bridge is going to be to watch the cultures either integrate or not, and there's a lot of talk about who wins and the autos can't move fast enough, and that may be the case, but we'll find out. I'm not so sure. They know how to compete and there's a lot of smart people. >> There's no way that Detroit's going away. >> Bob: Not at all. >> My view is they're very solid, and I think they got good self-awareness, and I think if you look at the signals, I would say that I'm pretty confident it's just a matter of how they get reconfigured in this new value-creation model around 5G and whatnot. But I want to get your thoughts on another point, which is if you look at what the iPhone did, that created a new class of app developer and that, I would call them, on one hand artisan developers, people who are composing much more design-centric, obviously, and then, you still had the hardcore developers, and that was lower in the stack, but also other harder problems. But when you talk about automotive, there are some serious technology challenges that require, I won't say old-school engineering, but really hardcore engineering. You're talking about wireless, which is a physics issue, you have all kinds of policy challenges, but really hardcore engineering and software development. I'm not discounting what the app guys are doing, but certainly there will be plenty of apps like all that more the finishing touches in, say, cars for instance. What are some of those technologies because that's really where you need to see the classic double-E, computer science, physics gurus, the real PhD kind of guys. What's your thoughts and what trends do you see in that hardcore area? >> Absolutely, you know, I mean, look, we all know that cars are no longer about just axles and engines, and those hard things. But I think when we make this transition to highly automated, to fully autonomous vehicles, the technologies that are driving that, the fundamental technologies and the really hard stuff are around sensors, right. We're constantly developing newer, faster, better, further range, more precise sensors, so we're talking about Lidar, we're talking about of course, Mobileye and what's happening with the camera and vision processing. We're talking about even radar, a 1940s technology that actually is changing very fast. There's a lot of interesting things happening. >> AI's an old technology coming back now and getting rebooted with cloud computing and whatnot. >> Yeah, absolutely, and then, connecting all that to the cloud, right. I think the hardest, and I think we talked about this before, probably still the single hardest piece and the point of this fear on this is artificial intelligence at the end of the day. It's the same stuff that's driving virtual reality, it's the same stuff that's driving a lot of different things right now, but it's also true in self-driving cars. These things, when you make a car, first of all, it's got to be safe. It has got to be safe. The Department of Transportation, the government regulatory interest is in safety. To make a car safe, they have to be tested, tested, tested, tested, what's that about? Well, when autonomous takes over, it's no long John Furrier driving that car, it's the AI driving the car, right? How do you make it AI smart? >> The crash test dummy's inside AI. >> Right, this is fundamental deep learning. This is fundamental deep learning that the guys at Google know as much as anybody in the world and Facebook and all, you know, that we all know about the arms race in artificial intelligence, but that's at the core of what's happening in self-driving vehicles, and most of that talent, the talent is spread out, it's all over the world, but there's a lot of it out here. And they know they need to have those engineers here. >> What's interesting about your background, you mentioned when we started this segment, you have an enterprise software background in Silicon Valley and you've been very successful, it's interesting, we were talking yesterday and we kind of validated this morning on our opening segment around Mobile World Congress, it's a two-show game right now. It's kind of a bipolar show. You got devices, the new phones, the glam and the sizzle, Samsung and so on, so forth, LG. >> Bob: Can't wait. >> And then you got the TelCo show, which is, TelCo's trying to figure things out, but what's interesting is what we noticed is that there's really a trend between enterprise computing concepts, network data center with consumer clash, so there's a direct collision course between the TelCos which serve as consumers, but the infrastructure challenges are all enterprise. >> Bob: Right, right. >> And the number one thing that's key there is integration and ecosystems. So, you kind of have the right background for this, so we want to get your thoughts on ecosystem integration concepts where a lot of boats in the harbor, so rising tide will float all boats, we see that as a trend, but also integrating. You mentioned the testing, so it's not one company's going to do all this. >> It's not one company that's going to do all this, and in fact, it's going to one of the more complex integrations we've ever undertaken because we're going to have to have those automotive engineers, we're going to have to have those, the software developers, we're going to have to have the AI guys, we're going to have to have the sensor guys, and it's all going to the cloud ultimately. And don't forget GPS, you got GPS. You got a lot. >> Connectivity challenges. Mobility. >> Connectivity challenges, and of course, 5G when 5G comes down the line is going to be a critical part of this as well. You're also going to have smart cities, you're going to have infrastructure embedded in the environment, and in particular, the highly dense areas is where it'll happen first. It's not going to, rural America and so forth, they're going to be probably driving their cars without the embedded sensor for a while, but there are a lot of different components to integrate. >> We had a CTO on earlier before, Val Bercovici, he was talking about the cloud native architecture really plays well in this market because it's not so much about the one car, it's about the one cars in relations to thousands of other cars that are self-driving. It's a multi-touch data equation. Alright, Bob, final question I want to get to you is what are you investing in? What are some of the things that you're looking at? Can you share? I know some of the stuff is pretty stealthy on your end, 'cause it's pretty high end, but can you share any, show a little leg on investments you've made? >> You bet, you bet. Yeah, John, we're, some of the, probably the coolest stuff I can't talk about right now, you're right. Hint hint, it's in some of the things I've already talked about. We're certainly in artificial intelligence. We have a portfolio company in that. We're looking at others. In better sensors, some of the sensor areas I talked about, we are in the process of looking at companies. We have investments in the connected space, not autonomous, but connected space, which is also going to be a very big and important part of this. Company called Aperia right up here that is, at the end of the day, they're tire inflation, but it's all about data. They do automated tire inflation, connected, they'll be connecting every fleet in America. And so we're-- >> It's those boring little efficiency areas that really yield a lot of cash. We just talked about a guest about waste optimize, waste disposal industries. >> Absolutely. >> Little things that are luring billion dollar innovations. >> Little things, very big problems, right, and it's where you can marry things like tire inflation on commercial fleets with data, with lots of data that we never had before. And then apply artificial intelligence to that to learn what's happening and map an entire fleet or multiple fleets nationwide, worldwide, collect all that data and start to correlate and understand what. Those are the problems that are, where a lot of value can be added actually with these technologies. >> It's super interesting, and I think you got a great opportunity, congratulations. Great to see the bridge between Silicon Valley and Michigan Motor City, and I think that's anecdotally means automotive, but there's probably other bridges your connecting, too. Bob, thanks for coming in and sharing. Final question for you while we got you, got a little bit more time. What premises would you, are you betting on? I mean, everyone has a premise, and you mentioned before you came on-camera that one of your premises is that automotive won't miss mobility. What other premises are you investing, what thesises are you building around? >> Well, look, for the, are you talking about autonomous vehicles or much--? >> For the bridge fund and how you're looking at the future of autonomous driving in the connected ecosystem, what are the premise, what's on the premise? >> The premise there is that we're in for what I think is going to be the biggest change in the biggest thing to happen in transportation ever, but it's not just transportation, so we're looking at areas that are not autonomous per se, but that are going to be fundamentally impacted, so services. We're talking about things like insurance, we're talking about all the shared services that are going to come out of this. Medicine is going to probably change, and there's some interesting plays there. And so all of this sort of periphery that is going to be disrupted, we're trying to look five years, 10 years ahead and look at how life is going to change, people's individual experiences are going to change, and how new services, in particular shared services, are going to be enabled by autonomy. >> Bob Stefanski here inside theCUBE, breaking down his commentary and direction of his investments bridging Silicon Valley with Michigan Motor City, or really looking at the autonomous future of vehicles and transportation. This is theCUBE, I'm John Furrier. We'll be back with more coverage and analysis of Mobile World Congress 2017 after this short break. (upbeat electronic music)

I[Announcer] Live from Silicon Valley, it's "The Cube." Covering Mobile World Congress 2017. Brought to you by Intel. >> 'Kay welcome back everyone, we are live in Palo Alto for "The Cube" special coverage of Mobile World Congress 2017. We're in our new 4,500 square foot studio, just moved in. We'll be expanding, you'll see a lot more in-studio coverage from "The Cube" as well as our normal going out to the events and extracting. Anyways I'm John Furrier Joining me is Jeff Frick. General manager of "The Cube." But a breakdown, all the action. As you know, we do a lot of data science. We've been watching the grid. We've been on the treadmill all weekend. All last week, digging into the Mobile World Congress. Sentiment, the vibe, the direction, and trying to synthesize all the action. And really kind of bring it all together for everyone here. And of course,we're doing it in Palo Alto. We're going to bring folks in from Silicon Valley that could not have made the trek to Barcelona. We're going to be talking to folks on the phone, who are in Barcelona. You heard from Lynn Comp from Intel. We have Floyd coming up next. CTO and SAP breaking down all the action from their new cloud. And big Apple news. SAP now has a general availability of the iOS native development kit. Which should change the game for SAP. There is tons of smart cities, smart stadiums, you know IOT, autonomous vehicles. So much going on at Mobile World Congress. We're going to break that down every day starting at 8AM. In-studio. And of course, I want to thank Intel for headlining our sponsorship and allowing us to create this great content. With some contributing support from SAP clouds I want to give a shout out, a bit shout out to Intel. Check out their booth. Check out their coverage. And check out their new SAP cloud, that's been renamed from HANA Cloud to SAP cloud. Without their support we wouldn't be able to bring this wall-to-wall great commentary. Jeff so with that aside. We got two days. We've got Laura Cooney coming in. Bob Stefanski managing this bridge between Detroit and Silicon Valley. And all that great stuff. Phones are ringing off the hook here in the studio. Go tweet us by the way at the cube or at ferrier We have Guy Churchwood coming in. We have great content all week. We have entrepreneurs. We have Tom Joyce, a Cube alumni. Who's an executive interviewing for a bunch of CEO positions. Really going to break down the changing aspect of Mobile World Congress. The iPhone's 10 years old. We're seeing now a new step function of disruption. Peter Burris said the most terrible in time. And I even compounded the words by saying and the phones are getting faster. So it's beyond the device. I mean what are you seeing on the grid? When you look at the data out there? >> John a bunch of things as we've been watching the stream of the data that came in and surprised me. First off just a lot of early announcements around Blackberry and Nokia. Who are often not really mentioned as the leaders in the handsets base. Not a place that we cover real extensively. But really kind of, these guys making a move and really taking advantage of the void that Samsung left with some of the Note issues. But what I thought was even more interesting is on our hashtag monitoring tools that IOT and 5G are actually above any of the handset manufacturers. So it really supports a hypothesis that we have that while handsets will be better and there'll be more data enabled by 5G, what 5G's really all about is as an IOT enabler. And really another huge step in the direction of connected devices, autonomous vehicles. We've talked about it. We cover IOT a lot. But I thought that was pretty interesting. >> Well Robo Car's also in there. That's a. >> Well everybody loves a car right. >> Well it's kind of a symbol of the future of the car. Which again ties it all together. >> Right right. The driverless race car, which is pretty interesting. >> Takes sports to a whole other level. >> I thought that was interesting. Another little thing as we watch these digital assistants and these voice assistants John, and I got a couple for Christmas just so I could try them out, is that Motorola announced that they're going to partner with Alexa. And use the Alexa voice system inside of their phones. You know I'm still waiting, I don't know why Siri doesn't have a stand-alone device and really when you use a Google Home versus an Amazon Alexa, very different devices, really different kind of target. So I thought that was an interesting announcement that also came out. But fundamentally it's fun to see the support of IOT and 5G, and really enable this next great wave of distribution, disruption, and opportunity. >> We're going to have Saar Gillia in the studio later today and tomorrow as a guest analyst for us on "The Cube." Of course folks may know Saar from being on "The Cube," he was recently senior vice reporting to Meg Whitman, and built out that teleco service provider, NFV business model for HP. And he's been to Mobile World Congress almost every year. He didn't make it this year, he'll be coming in the studio. And he told me prior to being, extremely vetting him for "The Cube" if you will, to use a Trump term, after extreme vetting of Saar Gillia he really wants to make the point of, and this is going to be critical analysis, kind of poking a hole into the hype, which is he doesn't think that the technology's ready for primetime. And specifically he's going to comment around he doesn't believe that the apps are ready for all this bandwidth. He doesn't think, he thinks that 5G is a solution looking for a problem. And I don't necessarily agree with him, so we'll have a nice commentary. Look for Saar today on "The Cube," at 11:30 he's coming on. It's going to be a little bit of a cage match there with Saar. >> I always go back to the which is the most underrepresented and most impactful law. Which is probably in the short term, in the hype cycle 5G's probably not going to deliver on their promise up to the level of the hype. As we find over and over with these funny things like Bluetooth. Who would ever think Bluetooth would be such an integral part of so many things that we do today? I think over the long term, the mid term, I think the opportunity's giant. >> I meant I think for people to understand 5G, at least the way I always describe it over the weekend, when I was at lacrosse games and soccer games over the weekend, for the folks that aren't in tech, 5G is the holy grail for IOT, mobile cars, and AI. Because what 5G does, it creates that mesh of rf, or rf radio frequency, at a whole other level. You look at the radios that Intel's announcing across their Telco partners, and what Intel's doing really is a game-changer. And we all know LTE, when the signal's low on the phone, everyone freaks out. We all know when WiFi doesn't work, the world kind of comes to a crawl. I mean just think 15 years ago wifi wasn't even around. So now think about the impact of just what we rely on with the digital plumbing called wireless. >> [Jeff] Right, right. >> When you think about the impact of going around the fiber to the home, and the cost it takes, to bring fiber to, Lynn Comp was commenting on that. So having this massively scalable bandwidth that's a radio frequency wireless is just a game-changing thing you can do. Low latency, 10 20 gig, that's all you need. Then you're going to start to see the phones change and the apps change. And as Peter Burris said a turbulent change of value propositions will emerge. >> It's funny at RSA a couple of weeks back the chatter was the people at RSA, they don't use wifi. You know, they rely on secure mobile networks. And so 5G is going to enable that even more, and as you said, if you can get that bandwidth to your phone in a safer, and secure, more trusted way, you know what is the impact on wifi and what we've come to expect on our devices and the responsiveness. And all that said, there will be new devices, there will be new capabilities. And I guess the other thing that's kind of funny is that of course the Oscar's made their way up to the, on the board. I thought that might wipe everything out after last night. But no IOT and 5G is still above Oscar's on the trending hashtag. >> Well I mean, Oscar's bring up... It's funny we all watch the Oscar's. There was some sort of ploy, but again, you bring up entertainment with the Oscar's. You look at what Hollywood's going through, and the Hollywood Reporter had an article talking about Reed Hastings with Netflix, he talked today really kind of higher end video so the entertainment business is shifting the court cutting is happening, we're seeing more and more what they call over the top. And this is the opportunity for the service providers but also for the entertainment industry. And with social media and with all these four form factors changing the role of media will be a packet data game. And how much can you fit in there? Whether it's e-sports to feature film making, the game is certainly changing. And again, I think Mobile World Congress is changing so radically. It's not just a device show anymore, it's not about the handset. It's about what the enablement is. I think that's why the 5G impact is interesting. And making it all work together, because a car talking to this device, it's complicated. So there's got to be the glue, all kind of new opportunities. So that's what I'm intrigued by. The Intel situation where you've got two chip guys battling it out for who's going to be that glue layer under the hood >> Right and if you look at some of the quotes coming out of the show a lot of the high-level you got to get away from the components and get into the systems and solutions, which we hear about over and over and over again. It's always about systems and solutions. I think they will find a problem to solve, with the 5G. I think it's out there. But it is... >> My philosophy Jeff is kill me with the bandwidth problem. Give me more bandwidth, I will consume more bandwidth. I mean look at compute pal as an example. People thought Morse law was going to cap out a decade ago. You look at the compute power in the chips with the cloud, with Amazon and the cloud providers it's almost infinite computes. So then the role of data comes in. So now you got data, now you got mobile, I think give us more bandwidth, I think the apps have no problem leveling up. >> [Jeff] Sucking it up. >> And that's going to be the debate with Saar. >> It's the old chip. The Intel Microsoft thing where you know, Intel would come out with a faster chip then the OS with eat more of it as part of the OS. And it kept going and going. We've talked through a lot of these John and if you're trying to predict the future and building for the future you really have to plan now for almost infinite bandwidth for free. Infinite storage for free, infinite compute for free. And while those curves are kind of asymptotically free they're not there yet. That is really the world in which we're heading. And how do you reshape the way you design apps, experiences, interphases without those constraints, which before were so so significant. >> I'm just doing a little crowd check here, you can go to crowdcheck.net/mwc if you want to leave news links or check in with the folks chatting. And I was just talking to SAP and SAP had the big Apple news. And one of the things that's interesting and Peter Burris talked about this on our opening this morning is that confluence between the consumer business and then the infrastructures happening. And that it was called devos but now you're starting to see the developers really focusing on the business value of technology. But yet it's not all developers even though people say the developers, the new king-makers, well I would say that. But the business models still is driven by the apps. And I think developers are certainly closer to the front lines. But I think you're going to start to see a much more tighter coupling between the c level folks in business and the developers. It's not just going to be a developer-led 100% direction. Whether it's entertainment, role of data, that's going to be pretty interesting Jeff. >> So Apple's just about finished building the new spaceship headquarters right. I think I opens up next month. I'm just curious to get your take John on Apple. Obviously the iPhone changed the game 10 years ago. What' the next big card that Apple's going to play? 'Cause they seemed to have settled down. They're not at the top of the headlines anymore. >> Well from my sources at Apple, there are many. Deep inside at the highest levels. What I'm hearing is the following. They're doing extremely well financially, look at the retail, look at the breadth of business. I think Tim Cook has done an amazing job. And to all my peers and pundits who are thrashing Apple they just really don't know what they're talking about. Apple's dominating at many levels. It's dominating firstly on the fiscal performance of the company. They're a digital presence in terms of their stickiness is second to none. However, Apple does have to stay in their game. Because all the phone guys they are in essence copying Apple. So I think Apple's going to be very very fine. I think where they could really double down and win on is what they did getting out of the car business. I think that was super smart. There was a post by Auto Blog this weekend saying Silicon Valley failed. I completely disagree with that statement. Although in the short term it looks like on the scoreboard they're kind of tapping out, although Tesla this year. As well as a bunch of other companies. But it's not about making the car anymore. It's all about the car's role in a better digital ecosystem. So to me I think Apple is poised beautifully to use their financial muscle, to either buy car companies or deal with the digital aspect of it and bring that lifestyle to the car, where the digital services for the personalization of the user will be the sticking point for the transportation. So I think Apple's poised beautifully for that. Do they have some issues? Certainly every company does. But compared to everyone else I just see no one even close to Apple. At the financial level, with the cash, and just what they're doing with the tax. From a digital perspective. Now Google's got a self-driving cars, Facebook's a threat, Amazon, so those are the big ones I see. >> The other thing that's happening this week is the game developer conference in San Francisco at Moscone. So you know again, huge consumers of bandwidth, huge consumers of compute power. Not so much storage. I haven't heard much of the confluence of the 5G movement with the game developer conference. But clearly that's going to have a huge impact 'cause most gaming is probably going to move to a more and more mobile platform, less desktop. >> Well the game developer conference, the one that's going on the GDC, is kind has a different vibe right now. It's losing, it's a little bit lackluster in my mind. It's classic conference. It's very monetized. It seems to be over-monetized. It's all about making money rather than promoting community. The community in gaming is shifting. So you can look at how that show is run, versus say e three and now you've got Twitch Con. And then Mobile World Congress, one of the big voids is there's no e-sports conversation. That certainly would be the big thing to me. To me, everything that's going digital, I think gaming is going to shift in a huge way from what we know as a console cult. It's going to go completely mainstream, in all aspects of the device. As 5G overlays on top of the networks with the software gaming will be the first pop. You're going to see e-sports go nuclear. Twitch Con, those kind of Twitch genre's going to expand. Certainly "The Cube" will have in the future a gaming cube. So there'll be a cube anchor desk for most the gaming culture. Certainly younger hosts are going to come one. But to me I think the gaming thing's going to be much more lifestyle. Less culty. I think the game developer conference's lost its edge. >> And one of the other things that comes, obviously Samsung made a huge push. They were advertising crazy last night on the Oscar's, with the Casey add about you know, people are creating movies. And they've had their VR product out for a while but there's a lot of social activity saying what is going to be the killer app that kind of breaks through VR? We know Oculus has had some issues. What do you read in between the tea leaves there John? >> Well it's interesting the Oscar's was awesome last night, I would love to watch the Hollywood spectacle but one of the things that I liked was that segway where they introduced the Oscar's and they kind of were tongue in cheek 'cause no one in Hollywood really has any clue. And they were pandering, well we need to know what they meant. It was really the alpha geeks who were pioneering what used to be the green screen technology now you go and CGI it's our world. I mean I want to see more of that because that is going to be the future of Hollywood. The tools and the technologies for filmmaking is going to have a Morse law-like impact. It's the same as e-sports, you're going to see all kinds of new creative you're going to see all kinds of new tech. They talked about these new cameras. I'm like do a whole show on that, I would love it. But what it's going to enable is you're going to see CGI come down to the price point where when we look at PowerPoints and Adobe Creative Suite and these tools. You're going to start to see some badass creative come down for CGI and this is when the artist aspect comes in. I think art design will be a killer field. I think that is going to be the future of filmmaking. You're going to see an indie market explode in terms of talent. The new voices are going to emerge, the whole diversity thing is going to go away. Because now you're going to have a complete disruption of Hollywood where Hollywood owns it all that's going to get flattened down. I think you're going to see a massive democratization of filmmaking. That's my take. >> And then of course we just continue to watch the big players right. The big players are in here. It's the start ups but I'm looking here at the Ford SAP announcement that came across the wire. We know Ford's coming in at scale as stuff with IBM as well So those people bring massive scale. And scale is what we know drives pricing and I think when people like to cap on Morse law they're so focused on the physical. I think the power of Morse law has nothing to do with the microprocessor per se. But really it's an attitude. Which we talked a little briefly about what does the world look like if you have infinite networking, infinite compute, and infinite storage. And basically free. And if you start to think that way that changes your perspective on everything. >> Alright Jeff well thanks for the commentary. Great segment really breaking down the impact of Mobile World Congress. Again this show is morphing from a device show phone show, to full on end-to-end network. Intel are leading the way and the entire ecosystem on industry partners, going to write software for this whole new app craze, and of course we'll be covering it here all day today Monday the 27th and all the day the 28th. Stay tuned stay watching. We've got more guests coming right back with more after the short break.