>> Announcer: Live from Nassau in the Bahamas it's The Cube covering Polycon 18 brought to you Polymath. >> Hello, welcome to The Cube for a special Cube event, our first kick off for our cryptocurrency, Blockchain, decentralized computing world that we know as Bitcoin, Ethereum, Blockchain and all the rest. I'm John Furrier, Dave Vellante. We're here previewing the conference/\. We'll be live tomorrow and Friday but were here down getting ready for the big festivities which is tonight's opening keynotes. We had the co-founder of Ethereum, Anthony Diiorio, and then Brock Pierce coming on. He also is a chairman of the Bitcoin Foundation. Luminaries as well as a bunch of other great guests, Bill Tai from California, a friend of The Cube's. This is a game changing event, Dave. You and I have talked about this on The Cube many times. The waves of innovation come, you know, this big once in a generation, maybe centuries. We're seeing one that I think is not as even big as the other ones, bigger. You combine the PC Revolution. I was just texting Michael Dell earlier today and said, "This feels like the PC Revolution." A bunch of pioneers coming together but it's got a different vibe. It's bigger. It's like the combination of the internet and PC Revolution all rolled into one with a community vibe on it. So, and we're going to have tons of coverage on this. What I want to ask you, Dave, directly is you've seen many waves and we work with and we cover some of the old guard, older companies like Dell EMC, HPE, Oracle, IBM, Microsoft and they're doing really good work pivoting and trying to be ready for this new wave. It's just on Blockchain, it's just how the world works, Cloud, you know, IoT but decentralized cannot be ignored. So, some think this is a blind spot to these legacy and emerging vendors changing vendors like Oracle and IBM and HPE and Dell Technologies. Are they ready? Do you think they're ready? Do you think they even understand what's coming? And people squabble over Cloud market share and it's just funny, right? It's like there's a bigger thing coming over the top. >> Well, first thing I got to say is I got to give you props as my partner because you've been covering, you know, Blockchain, Bitcoin on SiliconANGLE since I don't know -- >> John: 2010. >> 2010, when I first met you, right. And so once again you are sort of ahead of the curve. I feel like we're at our first Hadoop World, you know, back in 2010. And so, props to you and the SiliconeANGLE team. To answer your question, no. No, they're not ready and to me it's not even about just Blockchain. I mean, Blockchain technology they can adopt. The bigger issue is digital disruption. And digital disruption is all about the data at the core of the organization and business models that are built around data. And if you think about the history of companies, it's human expertise and data's bolted on. We've seen this time and time again but if you look at the top five market cap companies, Facebook, Amazon, Google, et cetera, they're data companies. Data is at the center and they take human expertise and wrap it around there. So, the future is going to be about innovation with data, with artificial intelligence and Cloud economics and the old guard doesn't have those things. Blockchain fits in there. To me Blockchain is about building out a new distributed web and on top of the old web and rewarding those who were building it. So, it's a new form open-source where the builders get paid. >> But it's also decentralized and you have a value store, value creation capture model that has all the wrappings of what we traditionally see in a centralized database or even Cloud. You need networks, you need storage, you need databases, you need tokens, which is a form of data. So token economics, I mean, it's a new value economy, Dave. I mean, I just don't, I feel like the, I just, from my perspective, I just don't think those guys are seeing it. >> No and so it's not only those guys. It's the most of the world. I mean, you turn on CNBC and Buffet's on there saying this is going to end badly and there's negative, you know, trade press about, you know, Bitcoin and Silk Road and all that stuff. What most of the world is missing, and that makes people run away, but this is happening, it's real. It's going be the foundation for a next generation internet. It's happening, you see it all the time. Developers built the internet. Developers are going to rebuild the internet on top of this. So, I would suggest that people just try to squint through or squint passed the negative press and try to really understand what this trend is all about and how it's going to fundamentally change the internet and change the world. >> Well, there's negative press that's worthy. There's a lot of scams out there. There's security issues >> Sure >> but these are evolutionary problem spaces that can be solved. One, the scammers are going to be vetted out, the bubble bursting but the real value, creation is going to come from developers and that, to me, is what I hear you saying as your main point. >> No question about it. And I think that that, you know, there's lots of challenges. This stuff is not easy. First of all, who would've ever thought that something like Ethereum could even have been built, this kind of distributed infrastructure? I mean, it's very, very challenging. Of course we know about the scaling problems, the latency issues, all that stuff but these are problems that smart people are going to go attack and solve. And again I emphasize, it's the new form of, remember the old open systems, right? Unix and open systems. Well fast forward passed open-source, which the internet was built on open-source. Think about Linnux, everything's built on Linnux. But today developers who are building these new protocols are actually going to get paid to that. Guys like Anthony, you know, who made hundreds of millions -- >> Anthony Diiorio, co-founder of Ethereum, doing Jaxx wallet as part of Decentral. Great use case. He's paying it forward and I think the community here is a real dynamic and I think what we learned at The Cube, Dave, is the communities matter and now, more than ever they're actually having an input. Look what open-source has done to the software business over the past three decades, okay? Completely revolutionized the world we live in. So if you take the open-source apply those principals to, whether it's content media or decentralized infrastructure and applications, it's going to be a haven of innovation. >> Well and if you think about this, too, folks. Is that, you know, the centralized model has essentially co-opted all this innovation in the last 15 years, right? They've won. Closed won, Facebook won, they killed RSS. >> Well, Facebook's not winning now. They're under a lot of pressure because they screwed the election over and the data that they're using, some will argue, that, when I use Facebook, okay? Facebook's great, I get a free app, I let them have my data 'cause I want to connect with my friends but they're throwing elections off. I didn't bargain for that. The context has changed. So, to me, the shift of user data is going to move into the hands of the users. Do you agree with that statement? >> Yes, no question. And the other thing, just to finish my thought -- >> That's not good for Facebook. >> And we've talked about this, John. Protocol and development has stagnated, you know? Gmail is built on SMTP, you know, HTTP, DNS, these are all protocols that were developed by governments, and academia and the big guys just co-opted them and so, protocol development stagnated. What you need to understand about Blockchain is it bring back innovation -- >> Well, Anthony Diiorio said on my interview with him, one-on-one, that protocol developers are the most in demand role because those big guys take in co-oping those protocols, Dave, as you pointed out, is causing a revolution. It's almost like the 60s for tech. It's like there is a ground swell. I see it, I feel it. Not just a wave of innovation but the actors and the people involved look at this as a liberating opportunity to free the centralized forces that are quite frankly holding the world back. >> And I want to, this is very important and it was really epiphany when it hit me, is if you wanted to invest in TCP/IP, back in the day, how would you do that? You couldn't invest in TCP/IP. You could maybe invest in companies -- >> John: Cisco. (laughs) >> Yeah, can invest in companies. Okay, but you and I couldn't have gotten in early on Cisco, right? It was all the insiders. Today, developers who are building out these protocols, they can own the protocol. That's a form of investment and they got, essentially, equity in that token. >> Dave, we're going to be doing a lot of crypto shows and Blockchain shows because we're talking about the decentralization of the world. This is the future of our globe and work and play. What are you looking for, as we go down and knock down these shows, as The Cube goes out on this new mission? >> Well, I think Anthony kind of hinted at this. Is he's looking at infrastructure. It's like the early days of the internet with, you know, the pickaxe guys, you know, made all the money. It's the infrastructure that's getting built out. So, I want to see how that develops and how that sets the foundation, the platform for distributed applications, number one. Number two is I want to understand some of these challenges and how they're going to be addressed. The scaling issues, the latency problems, some of the, you know, nitty gritty technical challenges, who's working on those? And the third is, what's the right investment profile? How are the investors at this conference and other conferences going about deciding what to invest in? Right? How do they squint through quality and garbage? >> Well, I'm going to be heading to a special investor event. Dave, I'm going to put my ear to the ground and of course The Cube will go wherever it takes to get the story, whether it's the Bahamas. Not a bad gig here but important. We're going to get the most important stories and share that with you. And continue our mission of getting this content out in the open, shining the light on relevance and the right reputable people. Dave, always great. >> Thanks, John. >> And looking forward to a great week. (techno music)

>> We're here, about to go live, here in a selfie on the pre Silicon Valley Friday Show, about to go live for our show, for some live Friday. We've got a great lineup, it's on my Twitter. Donald Trump and all his viral tweets and now there's an algorithm out there that creates a shorting stock called Trump and Dump, we're going to be talking to the inventor of that new app. Bunch of other great stuff, controversy around Silicon Valley and Intel, controversy on Google, and we'll be watching a great show, well, hopefully you'll be watching. >> Male Announcer: Live, from Cube headquarters in Palo Alto, California it's the Silicon Valley Friday Show, with John Furrier. (serene techno music) >> Hello, everyone, and welcome to the Silicon Valley Friday Show, I'm John Furrier, we are here live in Palo Alto, California for the Silicon Valley Friday Show every Friday morning we broadcast what's going on in Silicon Valley, what's going on in the streets, we call up people and find out what's going on, this show we've got a great lineup. We're going to talk about, I'll say, the news, Twitter, but we've got this fun segment where we have an algorithm, a bot, an AI bot that goes out there and takes all of Donald Trump's tweets and creates a shorting of the stock and creates making money, apparently, Donald Trump's tweets do move the market. We're going to talk about Snapchat, Snap Inc's IPO, and a refiling and some controversy going around that. Also, controversy around Intel Corporation that just announced a fab plant in Arizona and the CEO is in the White House making the announcement, giving the impression that Donald Trump was all behind this, turns out the CEO is a Republican and supports Donald Trump, when apparently this has been in the works for multiple years, so, not sure that's going to be a game changer for Trump but certainly Intel's taking advantage of the schmooze factor and the PR stunt that has people in Silicon Valley up in arms. Obviously, Intel is pro-immigration, bringing people in, obviously, Andy Grove was an immigrant, legend of Intel. And we have also tons of stuff going on, we're going to preview Mobile World Congress the big show in Barcelona at the end of the month. We're doing a two day special here, live in Pal Alto, we're going to do a special, new Silicon Valley version of Mobile World Congress. We'll give you a preview, we're going to talk to some analysts. And also, the fake news, fake accuracy, and all the stuff that's going on, what is fake news? What is inaccurate news? Is there a difference? Does it matter? It certainly does, we have an opinion on that so, great show lineup. First, is actually Twitter earnings are out and they kind of missed and hit their up on the monthly active uniques by two million people. A total of I think 300 million people are using the number here, just on my notes here says, that there are up to 319 million active, monthly active users. And of course, Trump has been taking advantage of Twitter and the Trump bump did not happen for Twitter, although some say Trump kept it alive. But Trump is using Twitter. And he's been actively on Twitter and is causing a lot of people, we've talked about it many times on the show, but the funniest thing that we've seen, and probably the coolest thing that's interesting is that there's an entrepreneur out there, an agency guy named Brian, Ben Gaddis, I'm sorry, president of T3. He's a branding guy, created viral videos on NPR, all over the news, went viral, he created an AI chatbot that essentially takes Donald Trump's tweets, analyzes any company mentioned and then instantly shorts the stock of that company. And apparently it's working, so we're going to take a look at that. We're also going to talk to him and find out what's going on. We're going to have Ben Rosenbaum on, we're going to have someone from Intel on, we have a lot of great guests, so let's take a look at this clip of the Trump and Dump and then we're going to talk to Ben right after. >> Announcer: T3 noticed something interesting about Twitter lately, particularly when this guy gets hold of it. Anytime a company mentions moving to Mexico or overseas or just doing something bad, he's on it, he tweets, the stock tanks. Tweet, tank. Tweet, tank. Tweet, tank. Everyone's talking about how to make sense of all this. T3 thought the unpredictability of it created a real opportunity. Meet the Trump and Dump automated trading platform. Trump and Dump is a bot powered by a complex algorithm that helps us short stocks ahead of the market. Here's how. Every time he tweets, the bot analyzes the tweet to see if a publicly traded company is mentioned. Then, the algorithm runs an instant sentiment analysis of the tweet in less than 20 milliseconds. It figures, positive or negative. A negative tweet triggers the bot to short the stock. Like earlier this month, his Toyota tweet immediately tanked the stock. But the Trump and Dump bot was out ahead of the market. It shorted the second after his tweet. As the stock tanked, we closed our short and we made a profit, huge profit. Oh, and we donated our profits here. So now, when President Trump tweets, we save a puppy. It's the Trump and Dump automated trading platform. Twitter monitoring, sentiment analysis, complex algorithms, real time stock trades. All fully automated, all in milliseconds. And all for a good cause. From your friends at T3. >> Okay, we're back here in Silicon Valley Friday Show, I'm John Furrier and you just saw the Trump and Dump, Trump and Dump video and the creator, that is Ben Gaddis on the phone, president of T3, a privately owned think tank focused on branding. Ben, thanks for joining us today. >> Thanks for having me, John. Excited to talk with you. >> So, big news NPR had on their page, which had the embed on there and it went viral. Great video, but first talk about the motivation, what's going on behind this video? This is very cool, explain to the folks out there what this Trump and Dump video is about, why did you create it, and how does it work? >> So, we had just like, I think, almost everyone in the United States, we were having a conversation about what do you do with the fact that President Trump is tweeting and tweeting about these companies, and in many cases negatively. So we saw articles talking about it and actually one day a guy in our New York office came up with this idea that we ought to follow those tweets in real time and if he mentions a publicly traded company negatively, short the stock. And so, we kicked that idea around over slack and in about 30 minutes we had an idea for the platform. And about two days later one of our engineers had actually built it. And so what the platform does is it's really actually simple yet complex. It listens to every tweet that the president puts out and then it does two things: it determines if there's a publicly traded company mentioned and if there is, and it actually does sentiment analysis in real time, so, in about 20 milliseconds, it can tell if the tweet is positive or negative. If it's negative, we've seen the stocks typically go down and we short sell that stock. And so, the profit that we develop from that, then we donate it to the ASPCA and then hopefully we save a puppy or two in the process. >> Yeah, and that's key, I think that's one thing I liked about this was you weren't arbitraging, you weren't like a real time seller like these finance guys on Wall Street, which by the way, have all these complex trading algorithms. Yours is very specific, the variables are basically Donald Trump, public company, and he tends to be kind of a negative Tweeter so, mostly to do with moving to Mexico or some sort of you know, slam or bullying kind of Tweet he does. And which moves the market, and this is interesting though, because you're teasing out something clever and cool on the AI kind of side of life and you know, some sort of semantic bot that essentially looks at some context and looks at the impact. But this is kind of the real world we're living in now, these kinds of statements from a president of the United States, or anyone who's in a position of authority, literally moves the market, so you're not doing it to make money you're doing it to prove a point which is that the responsibility here is all about getting exposed in the sense that you got to be careful of what you say on Twitter when you're the president of the United States. I mean, if it was me saying it, I mean, I'm not going to move the market but certainly, you know, the press who impact large groups of people and certainly the president does that so, did you guys have that in mind when you were thinking about this? >> Well, we did. I mean, I think, you know, our goal was, this is what we do for a living, we help big brands monitor all their digital presences and build digital strategy. So, we're already monitoring sentiment around Twitter and around social platforms so, it's pretty core to what we do. But we're also looking at things that are happening in pop culture and societally, what kind of impact social might have on business. And so, the fact that we're able to take an action and deliver a social action, and deliver a real business outcome is pretty core to what we do. What's different here and what's so unique is the fact that we've never really seen things like, policy, whether it's monetary policy, or just general policy be distributed through one platform like Twitter and have such a big impact. So, we think it's kind of a societal shift that is sort of the new norm. That, I don't know that if everyone has figured out what to do with yet and so our goal is to experiment and decide one, can we consume the information fast enough to take an action? And then how do we build through AI platforms that allow us to be smarter in the world that we're living in today that is very, very unpredictable. >> We have Ben Gaddis, as president of T3 also part of the group that did the Trump and Dump video but he brings out a great point about using data and looking at the collective impact of information in real time. And this interesting, I was looking at some of the impact last night in this and Nordstrom's had a tweet about Ivanka Trump and apparently Nordstrom's stock is up so, is there a flaw in the algorithm here? What's the take on that? Because in a way, that's the reverse of the bullying, he's defensive on that one so, is there a sentiment of him being more offensive or defensive? >> It's pretty standard. So, we're starting to see a pattern. So, what happens is that actually, the Nordstrom stock actually did go down right after the tweet. And so, we saw that that's a pattern that's typical when the president tweets negatively. When he tweets positively, we don't see that much of a bump. When he tweets negatively, typically the stock drops anywhere between one and four percent, sometimes even greater than that. But it rebounds very quickly. So, a big part of what we're trying to do with the bot and the algorithm is understand how long do we hold, and what is that timeframe before people actually come back to more of a rational state and start to buy back a stock that's valuable. Now what's really interesting, you mentioned, you know, the algorithm and whether there's a flaw in it, we learned something very interesting yesterday about Nordstrom's. So, the president tweeted and in that tweet he talked negatively about Nordstrom's, but he also talked very positively about his daughter, Ivanka. And so, the algorithm actually picked up that tweet and registered it as 61.5% positive. So, it didn't trade. So, we actually got kind of lucky on that one. >> You bring up a good point, and this is something that I want to get your thoughts on. You know, we live in an era of fake news, and it's just Snapchat just filed IPO filing to make a change in their filing to show that Amazon is going to be a billion dollar partner as well, which wasn't in the filing. So, there's a line between pure, fake news, which is essentially just made up stuff, and inaccurate news, so what you're kind of pointing out is a new mechanism to take advantage of the collective intelligence of real time information. And so this is kind of a new concept in the media business. And brands, who used to advertise with big media companies, are now involved in this so, as someone who's, you know, an architect for brand and understanding data, how are brands becoming more data driven? >> Well, I think what brands are realizing is that they live in this world that is more real time, that's such a buzzword. But more real time than I think they even thought would ever be possible, the fact that someone like the president can tweet and have literally cut off billions of dollars in market cap value in a moment's time is something that they have to figure out. So, I think the first thing is having the tools in place to actually monitor and understand, and then having a plan in place to react to things that are really quite unpredictable. So, not only, I don't think that you can have a plan for everything but you have to at least have a plan for understanding how you get legal approval on a response. Who would be responsible for that. You know, who do you work with, either through partners or inside of your organization to, you know, to be able to respond to something when you need to get back in promoting, you know, minutes versus hours. The thing that we don't hear people talk near as much about is, our goal was to see how close we can get to the information so we can zoom the data from Twitter's fire hose, so we get it hopefully when everyone else does. And then our goal is to take an action on that quicker than anybody else, and that delta is where we'll make a profit. What's really interesting to me is that the only person closer to that information than the president is Twitter. >> Ben, great to have you on, appreciate it, love to get you back on as a guest. We love to talk about is our model here, it's looking angle, it's extracting the signal from the noise. And certainly the game is changing, you're working with brands and the old model of ad agencies, this is a topic we love to cover here, the old ad agency model's certainly becoming much more platform oriented with data, these real time tools really super valuable, having a listening engine, having some actionable mechanisms to go out there and be part of and influence the conversation with information. Seems to be a good trend that you guys are really riding. Love to have you back on. >> We'd love to be back on, and thanks for the time, we enjoyed it. >> That was Ben Gaddis, who's the president of T3, the firm behind the Trump and Dump, but more importantly highlighting a really big megatrend which is the use of data, understanding its impact, having some analysis, and trying to figure out what that means for people. Be right back with more after this short break. >> [Female Announcer] Why wait for the future? The next evolution in IT infrastructure is happening now. 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Unify your data center with Cisco UCS. >> Male Announcer: You're listening to Cube Fridays, brought to you by Silicon Angle Media. Now, here's John Furrier. >> Okay, welcome back to the Silicon Valley Friday Show, I'm John Furrier, great show today. Our next guest is Dan Rosenbaum, who is the editor of Wearable Tech Insider, Media Probe, been around the industry for years, been a journalist, reporter, editor, variety through his career, knows the tech business certainly on the infrastructure level with the device. Okay, welcome to the show, great to have you, thanks for being available, he's in New York so, Palo Alto, New York connection here. >> Yeah, we got about maybe an hour or so of snow left. But you know, it's February, it does this in New York. >> Great to have you on, we were just talking on our earlier segment before the break about the guy who created the Trump and Dump video which is a chat bot that goes out, looks at Donald Trump's tweets, and then identifies if there's a public company, shorts the stock, and donates to save puppies. So, they're not doing it for profit but they're, you know, they have their intelligence and listening, and we were just riffing on the concept of that there's been fake news and inaccuracy and a new dynamic that's impacting the media business, which is real time information, data, and certainly the world that you're in with Wearables, this new internet of things, which is hard to understand for most common people but it's really the AI new connected network. It's really impacting things, certainly how people get information, how fast they create data, and it's changing the industry landscape certainly from a media standpoint. You get on TV and the mainstream... >> It really is. When the press secretary stood up and said that that the administration sees the media as the adversary, you know, everyone got sort of upset about it but you know, in a lot of ways it's true. That's a fitting way that the media and any administration, any power structure should be facing each other. There's been such a hop in the media to report the truth as best as it can determine and as accurately as it can. Now, there are differing impacts depending on which sphere you're in, and in politics there's always going to be sort of the tension, well, we think, we look at these facts and we think that and we look at those facts and think the other. >> I think ultimately this new formats that are developing really comes back down to I would add to that as trust. This is a collision course of a complete re-transformation of the media landscape and technology's at the heart of it and, you know, you're in the middle of it. With Wearables, you're seeing that at the edge of the network, these are new phenomenons. What's your take on this new trend of, you know, of computing? And I'm not saying singularity, as Ray Kurzweil would say, but you know, ultimately, it is going down to the point now where it's on your body, potentially in your body, but this is a new form of connection. What's your thoughts on this? >> 12 years ago, I was at the party where they launched MSNBC, and I ran into Andrew Lack, who's the CEO of MSNBC at the time, and asked him, why NBC was cutting this collaboration deal with Microsoft, because remember that's how it was started, when there wasn't any means for the news to go upwards. There was no way for citizen news gathering to be represented on this Microsoft-NBC co-venture. And Andrew actually looked down his nose at me, sneered, and goes, "Who in the world would want "people to be contributing to the news?" Well, now we're 10 or 12 years later and as you say, Snapchat and Skype, and all these mobile technologies have just transformed how people get their information, because they're now witnesses, and there are witnesses everywhere. One of the big transformations in, or about wearable technology is that computing infrastructure has moved from islands of stand-alone, massive computers, to networks of massive computers to stand-alone PCs, to networks to PCs, and now the model for computing and communication is the personal area network, the idea of sensor-based technologies is going to change, or already has changed the world of news, it's in the process of changing the world of medicine, it's in the process of changing the way we build houses, the construction business, with the smartphone, the way that we build and relate to cities. >> So, we're here with Dan Rosenbaum, he's the editor of Wearable Tech Insider, but more importantly he's been a tech insider in media going way back, he's seen the cycles of innovation. Love your point about the flowing conversations coming out of the MSNBC kind of executive in the old broadcast models. I mean, I have four kids, my oldest is 21, they don't use, they don't really care about cable TV anymore so, you know, this is now a new narrative so, those executives that are making those comments are either retired or will be dinosaurs. You now have Amazon, you have Netflix, you have, you know, folks, trying to look at this internet TV model where it's fully synchronous so, now you have collective intelligence of vertical markets that have real time ability to surface information up to bigger outlets. So, this collective media intelligence is happening, and it's all being driven by mobile technology. And with that being said, you know, you're in the business, we've got Mobile World Congress coming up, what is that show turning into? Because it's not about the mobile device anymore, the iPhone's 10 years old, that's a game changer. It's growing up. The impact of mobile is now beyond the device. >> Mobile World Congress is all about wireless infrastructure. It goes from everything from a one millimeter square sensor to the national grade wireless network. But what's really cool about Mobile World is that it's the place where communications or telecom ministers get together with infrastructure carriers, get together with the hardware manufacturers, and they hash out the problems that won't resolve five, 10, 15 years down the road in new products and new services. This is the place where everyone comes together. The back rooms at Mobile World Congress are the hottest place, and the back rooms are the places that you can't get into. >> We're here with Dan Rosenbaum, who's an industry veteran, also in the media frontlines in wireless technology, I mean, wearable technology and among other things, good view of the landscape. Final point, I want to just get a quick comment from ya, I was watching on Facebook, you had a great post around Facebook is feeding you an ad for a $19 million staid-in, let's feel Connecticut. And then you said, "One of us as the wrong idea, so you must be really loaded." This retargeting bullshit on Facebook is just ridiculous, I mean, come on, this bad, big data, isn't it? >> (laughing) Yeah, I mean, the boast of Google is that they want to make, you know, ads so relevant that they look like content. Well, in the process to getting there, there's going to be misses. You know, if this real estate agent decides that they want to hit everyone in my zip code, or everyone in my county, or whatever, and they wanted pay the five dollars so that I'd see that video, god bless 'em, let 'em do it, it's not going to make me, it's not going to overcome any kind of sales resistance. I don't know that I wanted to move up to Litchfield, Connecticut anyway, but if I did, sure, a $19 million house would be really nice. >> You could take a chopper into Manhattan, you know, just drop into Manhattan with a helicopter. >> They would want to take it. >> Alright, we can always take the helicopter in from Litchfield, you know, right at the top of your building. Dan, thanks so much for spending the time, really appreciate it, and we'll have to bring, circle back with you on our two day Mobile World Congress special in Palo Alto we'll be doing, so appreciate the time. Thanks a lot. >> Love to do it, thanks for having me. >> Okay, that was Dan Rosenbaum, really talking about, going down in the weeds a little bit but really more importantly, this Mobile World Congress, what's going on with this new trend, digital transformation really is about the impact to the consumer. And what's going on Silicon Valley right now is there's some hardcore tech that is changing the game from what we used to know as a device. The iPhone's only 10 years old, yet 10 years old, before the iPhone, essentially it was a phone, you made phone calls, maybe surf the Web through some bad browser and do text messages. That's now completely transforming, not just the device, it's the platform, so what we're going to see is new things that are happening and the tell signs are there. Self driving cars, autonomous vehicles, drones delivering packages from Amazon, a completely new, digitized world is coming. This is the real trend and we're going to have an executive from Intel on next to tell us kind of what's going on because Intel is at the ground zero of the innovation with Moore's Law and the integrated circuit. But they're bringing their entire Intel inside as a global platform, and this is really going to be driven through a ton of 5G, a new technology so, we're going to dig in on that, and we're going to have a call-in from her, she's going to be coming in from Oregon and again, we're going to get down to the engineers, the people making the chips under the hood and bringing that to you here on the Silicon Valley Friday Show, I'm John Furrier, we'll be right back after this short break. >> My name is Dave Vellante, and I'm a long-time industry analyst. So, when you're as old as I am you've seen a lot of transitions. Everybody talks about industry cycles and waves, I've seen many, many waves. I've seen a lot of industry executives and I'm a little bit of an industry historian. When you interview many thousands of people, probably five or six thousand people as I have over the last half of the decade, you get to interact with a lot of people's knowledge. And you begin to develop patterns so, that's sort of what I bring is an ability to catalyze a conversation and, you know, share that knowledge with others in the community. Our philosophy is everybody is an expert at something, everybody's passionate about something and has real deep knowledge about that something. Well, we want to focus in on that area and extract that knowledge and share with our communities. This is Dave Vellante, and thanks for watching the Cube. (serene techno music) >> Male Announcer: You're listening to the Silicon Valley Friday Show with John Furrier. >> Okay, welcome back to the Silicon Valley Friday Show, I'm John Furrier, we're here in Palo Alto for this Friday Show, we're going to go under the hood and get into some technology impact around what's going on in the industry, specifically kind of as a teaser for Mobile World Congress at the end of the month, it's a big show in Barcelona, Spain where the whole mobile and infrastructure industry comes together, it's kind of like CES, Consumer Electronics Show, in the mobile world but it's evolved in a big way and it's certainly impacting everyone in the industry and all consumers and businesses. This is Intel's Lynn Comp and this is Intel who, we know about Moore's Law, we know all about the chips that make everything happen, Intel has been the engine of innovation of the PC revolutions, it's been the engine of innovation now in the Cloud and as Intel looks at the next generation, they are the key player in this transformation that we are seeing with AI, wearable computers, internet of things, self driving cars, AI, this is all happening, new stuff's going on. Lynn, welcome to the program. >> Thank you so much, it's great to be here. >> So, you're up in Oregon, thanks for taking the time to allow us to talk via phone, appreciate it. Obviously, Intel, we've been following you guys, and I've been a big fan since 1987, when I almost worked there right out of college. Went to Hewlett Packard instead, but that's a different story but, great, great innovation over the years, Intel has been the bell weather in the tech industry, been a big part of the massive change. But now, as you look at the next generation, I mean, I have four kids and they don't watch cable TV, they don't like, they don't do the things that we used to do, they're on the mobile phone all the time. And the iPhone is now 10 years old as of this year, this early winter part of this, Steve Jobs announced it 10 years ago. And what a change has it been, it's moved from telephone calls to a computer that happens to have software that makes telephone calls. This is a game changer. But now it seems that Mobile World Congress has changed from being a telephone centric, voice centric, phone device centric show to a software show, it seems to be that software is eating the world just like CES is turning into an automotive show. What is Mobile World Congress turning into? What's the preview from Intel's perspective? >> You know, it's a really fascinating question because many years ago, you would only see a bunch of very, very intense base station design, you know, it was very, very oriented around wireless, wireless technology, and radios, and those are really important because they're an engine of fabric that you can build capabilities onto. But last year, just as a reference point for how much it's changed, we have Facebook giving one of the main keynotes. And they're known for their software, they're known for social media, and so you'll see Facebook and Google with an exhibitor there last year as well, so you're not just seeing suppliers into the traditional wireless industry for equipment and the operators who are the purchaser, you're seeing many, many different players show up very much like how you said CES has a lot of automotives there now. >> Yeah, we've seen a lot of revolutions in the computer industry, Intel created a revolution called the Computer Revolution, the PC Revolution, and then it became kind of an evolution, that seems to be the big trends you see, that cycle. But it seems now that we are, kind of been doing the evolution of mobile computing, and my phone gets better, 10 years down to the iPhone, 3G, 4G, LT, okay, I want more bandwidth, of course, but is there a revolution? Where can you point to? Where is the revolution, versus just standard evolutionary kind of trends? Is there something coming out of this that we're going to see? >> That is such a great question because when you look at the first digital wireless technologies that came out and then you had 2G, and 3G, and 4G, those really were evolutionary. And what we're finding with 5G that I believe is going to be a huge theme at Mobile World Congress this year is it is a completely different ballgame, I would say it's more of an inflection point or very revolutionary. And there's a couple reasons for that, both tie up in how ITU is specifying the use cases, it's licensed and unlicensed spectrum which is kind of unusual for how it's been done if you will get 2, 3, and 4G. The other thing that's really interesting about 5G, that it's an inflection point is there's a lot more intelligence assumed in the network and it helps address some of the challenges I think that the industry is seeing a different industry with some of the IoT promise we'll roll out where some of the macro design networks that we'd seen in the past, the ability to have the right latency, the right bandwidth, and the right cost matched to the needs of a specific IoT use case was much more limited in the past and I think we'll see a lot more opportunities moving forward. >> Great, great stuff, we're with Lynn Comp with the Network Platforms Group at Intel. You know, you bring up some, I like the way you're going with this, there's so much like, impact to society going on with these big, big trends. But also I was just having a conversation with some young folks here in Palo Alto, high school kids and some college kids and they're all jazzed up about AI, you can almost see the... I don't want to say addiction but fascination and intoxication with technology. And there's some real hardcore good tech going on here, could you just share your thoughts on, you know, what are some of those things that are going to, 'cause I mean, 5G to wireless, I get that, but I mean, you know, these kids that we talked to and folks that are in the next generation, they love the autonomous vehicles. But sometimes I can't get a phone signal, how are cars going to talk to each other? I mean, how does this, I mean, you've got to pull this together. And these kids are like, and it's into these new careers. What's your thoughts on what are some of the game changing tech challenges that are coming out of this? >> Let's just start with something that was a great example this year 'cause I think I have kids a similar age. And I had been skeptical of things like even just virtual reality, a augmented or virtual reality. And then we had this phenomena last summer that really was just a hint, it wasn't really augmented reality, but it was a hint of the demand that could be met by it and it's Pokemon Go. And so, an example with that, I mean, it really wasn't asking a significantly higher amount of data off the network, but it did change the use profile for many of the coms service providers and many of the networks where they realized I actually have to change the architecture, not just of what's at the edge but in my core network, to be more responsive and flexible, you are going to see something even more so with autonomous driving, even if it's just driver assist. And similar to how the auto pilot evolution happened, you're still going to have these usage patterns where people have too many demands, too much information coming at them, they do want that assistance, or they do want that augmented experience to interact with a brand, and it's going to really stress the network and there's going to have to be a lot of innovation about where some of these capabilities are placed and how much intelligence is close to the user as opposed to just a radio, probably going to need a lot more analytics and a lot more machine learning capabilities there as well. >> We had a segment earlier in the show, it was the entrepreneur who created the Trump and Dump chat bot that would go out and read Donald Trump's tweets and then short all public companies that were mentioned because the trend is, they would do that, but this is an example of some of these chat bots and some of this automation that's going on and it kind of brings the question up to some of the technology challenges that we're looking out at the landscape that we're discussing is the role of data really is a big deal and software and data now have an interaction play where you got to move data around the networks, networks are now ubiquitous, networks are now on people, networks are now in cars, networks are now part of all this, I won't say unstructured networks, but omni-connected fabric. So, data can really change what looks like an optimal architecture to a failed one, if you don't think about it properly. So, how do you guys at Intel think about the role of data? I mean, how do you build the new chips and how do you look at the landscape? And it must be a big consideration, what's your thoughts about the role of data? Because it can happen at any time, a tsunami of data could hit anything. >> Right, the tsunami of data. So for us, it's any challenge, and this is just in Intel's DNA, historically, we'll get challenges as opportunities because we love to solve these really big problems. And so, when you're talking about data moving around a network you're talking about transformation of the network. We've been having a lot of discussions with operators where they see the data tsunami, they're already seeing it, and they realized, I have got to reconfigure the architecture of my network to leverage these technologies and these capabilities in a way that's relevant for the regulatory environment I'm in. But I still have to be flexible, I have to be agile, I have to be leveraging programmability instead of having to rewrite software every generation or every time a new app comes out. >> Lynn, thanks so much for coming on. Like we always say, you know, engine room more power, you can never have enough compute power available in network bandwidth, as far as I'm concerned. You know, we'd love to increase the power, Moore's Law's been just a great thing, keeps on chugging along. Thanks for your time and joining us on the Silicon Valley Friday Show, appreciate it. Thanks so much. >> Thank you. >> Alright, take care. Okay, this is Silicon Valley Friday Show, I'm John Furrier, thanks so much for listening. I had Ben Gaddis on, Dan Rosenbaum, and Lynn Comp from Intel really breaking it down and bringing you all the best stories of the week here on the Silicon Valley, thanks for watching. (techno music) (bright instrumental music)