Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reactions | Diet TBPN

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Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.

• 0:00John Coogan?

  Nvidia beat earnings and the job numbers came back very positive.

• 0:04Jordi Hays?

  We are back.

• 0:05John Coogan?

  119,000 new jobs and Nvidia beat earnings. The revenue came in at 57 billion for the quarter, up 62% from this quarter last year. Fantastic result for Nvidia. Of course, that's why the stock's selling off and the market's melting down and Bitcoin's down 10%.

• 0:26Jordi Hays?

  That was, that was my prediction after yesterday morning.

• 0:29John Coogan?

  What of your predictions?

• 0:30Jordi Hays?

  But I was, but I was, I was wrong on the timeline.

• 0:33John Coogan?

  Yeah, yeah, yeah. Pumped shortly and now, now everything's selling off. Very unclear where we go. I did think it was funny that we are in a world where demand for robots is surging and also demand for human labor appears to be surging. Nvidia, you know, the chips that they make sell artificial intelligence. That should be replacing human labor and yet the job demand is, is surging as well.

• 0:57Jordi Hays?

  And it's notable, they, they said they have visibility for a half a trillion dollars in revenue through 2026, which.

• 1:06John Coogan?

  I mean, it seems crazy, but.

• 1:07Jordi Hays?

  It's not enough anymore.

• 1:08John Coogan?

  They're, but I mean, they're making 57 billion a quarter. Just for the next quarter, guidance is at 65 billion. Analysts had predicted that revenue guidance would be 62 billion. So everything is trending up. Jensen said, we've entered the virtuous cycle of artificial intelligence. AI is going everywhere, doing everything all at once. What a great quote. Tyler's very happy about Jensen. There's new product from Travis Kalanick, the founder of Uber, of course. It's called Picnic. We discussed it on the show yesterday and we got a reply from none other than Travis Kalanick himself.

• 1:44Jordi Hays?

  Why don't I start with a little bit of context and he can add to it. So I wrote in the newsletter this morning, the subject of the newsletter was Daddy's Home. He's obviously back on the timeline with Picnic. Picnic is a new business under City Storage Systems.

• 1:57John Coogan?

  Okay.

• 1:58Jordi Hays?

  So you don't know the name City Storage Systems, but Cloud Kitchens is actually a subsidiary of City Storage.

• 2:03John Coogan?

  I thought Cloud Kitchens was the top.

• 2:04Jordi Hays?

  That's what I thought too, but it's actually the opposite. City Storage Systems, great, great name that you want kind of an under, under the radar, a holding company to, you know, verticalize food delivery.

• 2:15John Coogan?

  Sure.

• 2:15Jordi Hays?

  Picnic is a kind of a front-facing platform focused on meal delivery. The offer sounds too good to be true. Meals delivered from 50-plus restaurants with no tipping and no fees. They also bundle orders, so. A company can order from 10 or so different restaurants, get it all ordered at the same time. He's got a bunch of customers already, Wells Fargo, Live Nation, EY, KPMG, PWC, and a bunch more. And so, we were talking yesterday about how like broken the tipping experience is. When you're tipping directly, it's a way to encourage great service by like tipping, if you're checking into a hotel and you're tipping, you know, somebody on the way in, they're incentivized to make your stay great.

• 2:59Jordi Hays?

  Same thing, you know, valet tipping on the way in, they're gonna park your car right up at the front.

• 3:04John Coogan?

  So Travis said, "Delivery app tipping isn't about feedback mechanisms. It's a tool for maximizing the price paid by consumers. Eaters are economically irrational with tip. For every $1 in tip, they economically behave as if it were 80 cents." This is just a hypothetical figure, but it's directionally true. Because you feel emotionally good about tipping, mentally, you give it less, it feels less painful to part with those dollars.

• 3:34Jordi Hays?

  And another purchase.

• 3:35John Coogan?

  If there's $10 in taxes and $10 in tip, you'll be like, "Oh, I feel good about the $10 in tip, that feels like $8, and the taxes, that feels bad," right? And it happens on the other side. So couriers are also economically irrational with tip. For every $1 in tip, they economically behave as if it were $1.20, again directional. And so, you feel good when you're tipped, and so you treat those dollars as more valuable. And so, this is a hack on the human psyche, which apps must implement and maximize, or miss out on economic surplus that their competitor will use to defeat them. And so, even if you have, your whole brand is built around, "Our app doesn't tip," remember this happened with Uber.

• 4:20John Coogan?

  If your competitor is using tips, if they implement tips, they will just be making more money than you because of this economic inefficiency that arises from the nature of the human psyche. I read this as adding tipping is inevitable. Adding tipping is inevitable, we're not doing it right now, but eventually someone will come to the market, do it, we will have to in order to compete. Is that not the read here?

• 4:47Jordi Hays?

  So the difference here is that I think that one picnic is like is already counter positioned, right? So it's pricing thing, it's a flexibility standpoint. It's also counter positioning on like focusing on one key buyer. Obviously, you know, the DoorDash is the Uber Eats have their kind of like corporate offerings. But I think like just creating a creating a different and more transparent model makes a lot of sense. TK has been kind of like secretive about cloud kitchens, secretive about Otter, which is like the the toast or or square competitor that he has. When I when I hear like no fees, no tips, like it just screams like there's been so many attempts at food food delivery.

• 5:31Jordi Hays?

  And just like new restaurant concepts that have been venture backed. And a lot of them haven't worked out, right? Because it's just like becomes unsustainable. I think Travis is basically by focusing on a key customer type, trying to make it up with volume and then having this like vertical approach. I believe that he's somewhat of a masochist and that like going and trying to win in food delivery is just like the hardest arena is just like the most competitive space. It's low margin all the way down. I believe just given the domain expertise, I believe that he's he has a real play here and a real strategy. And I think that I think that already we were talking with

• 6:14Jordi Hays?

  the person on our team that handles like food ordering. He got on the phone with picnic yesterday and he was like, this offering is way better than what we're seeing with the with the other delivery apps and wants to switch to it immediately. So if TK can make the model sustainable, I think it'll be quite competitive.

• 6:29John Coogan?

  Yeah, I mean, you would you would imagine that vertical integration should allow true lower prices, like true cost competitiveness. That's like an age old business adage. If you vertically integrate, you can undercut your competitors and just offer lower prices. Almost like, you know, buying Kirkland brand at Costco is typically like sort of like the canonical example of like heavy verticalization. I remember in the early days of Uber, like it was amazing because you didn't need to think about the And so that mental load wasn't there. There was the star rating system and it felt like they're actually like the VCs might have been subsidizing it a little bit, but it felt felt affordable on the on the on the rider side.

• 7:07John Coogan?

  And on the driver's side, it felt like people were getting paid pretty well and everyone was sort of happy, but maybe the VCs weren't, but they wound up getting, you know, a stake in a $200 billion company. So, you know, I think it all worked out for everyone involved. But it seems like Travis is reflecting on this idea that tipping was inevitable to come to the Uber ecosystem. Is tipping going to come to the Waymo ecosystem? Is tipping going to come to this picnic ecosystem, the picnic product eventually?

• 7:34Jordi Hays?

  I don't know.

• 7:35John Coogan?

  Do you think picnic will have tipping in 10 years?

• 7:37Jordi Hays?

  I just view this more as like a as a as a corporate service in its current positioning.

• 7:43John Coogan?

  True.

• 7:44Jordi Hays?

  Than a consumer service. And when a consumer is buying food, if you're ordering food delivery, it is like, it is a luxury, right? Like food delivery has been extremely normalized, but if you, you know, re, you know, rewind to 40 years ago and ask like, oh, how often do you get food delivery? Most people will be like, I never get food delivery. I just go pick it up myself. It is a luxury, but this is being positioned like as a corporate offering. And I think that if picnic can get just like deep relationships with a bunch of these different companies that have, you know, I listed off some of the logos before. If they can just become embedded in these companies and part of their workflows, I think they'll they'll, it's possible to like make it up in volume.

• 8:25John Coogan?

  Yeah. Truth bomb from TK. Tipping is a hack to maximize price. It's psychology. Consumers are willing to pay more in tips than they are willing to pay in fees or menu price. So a $16 burrito plus a $4 tip feels far cheaper to people than a $20 burrito that has no a no tip option.

• 8:42Jordi Hays?

  From a business standpoint, I don't, I don't know. I don't know if it's exactly the same thing. I feel like businesses like want to have like more predictable costs, not have that like variability and like, okay, sometimes the fees are like this, sometimes the fees are like that. I think this will be a better consumer experience. A lot of companies. You know, will give like credits to their employees, which is like you get $20 of credits.

• 9:05John Coogan?

  Yeah.

• 9:05Jordi Hays?

  Every day and then whatever you're kind of like spending on top of that, you have to eat.

• 9:09John Coogan?

  Yeah.

• 9:10Jordi Hays?

  And so I think consumers will could very likely like picnic more. So we'll see.

• 9:15John Coogan?

  This was one of the original like D to C evolutions that happened with a lot of like Shopify merchants. I remember looking at, I think it was like Kylie cosmetics. There was a trend for a while that was like, consumers want transparent pricing. Don't do all the crazy psychological hacks. So you'd be like, yeah, I'm just going to put it's 30 bucks and that's what it is. And it's free shipping and that tax and shipping is included. And it's just like, what we say upfront is feels really good. It feels really good to say that. And then you go to like the high performing stores and all across the board, it would be like 9.99. And then you go in and there's like $6.42 added in taxes and then you add shipping.

• 9:54Jordi Hays?

  And it's like a pop up.

• 9:55John Coogan?

  And it's laddering you up.

• 9:57Jordi Hays?

  Exactly.

• 9:58John Coogan?

  And it's laddering you up and just like keeping you on the real reeling you in like a fish, adding, adding fees, adding fees. Until you're like, okay, well now I'm like entered all my information and I'm ready to click the button. And so, yeah, okay, you added two more bucks, whatever, I'll just deal with it. So these psychological hacks are just like somewhat inevitable. What is TK's drone strategy? What's his autonomous delivery strategy? Because he's vertically integrated at the kitchen level. He has the point of sale system. He has the, the sort of ordering front end.

• 10:29Jordi Hays?

  Yeah.

• 10:29John Coogan?

  You can interact directly with him. He's going, he's cutting out several of the middlemen. But is he going to be a logical partner for ZipLine? Is he going to be a logical partner for Coco and Starship and these robotics companies that are delivering food? People aren't ready for how much better food tastes when it arrives 5X faster. That's a hilarious take because like, in fact, I have tasted food right when it's made. Like it's not, it's not like an entirely novel thing.

• 10:57Jordi Hays?

  Yeah.

• 10:58John Coogan?

  But what he's pointing at here is that ZipLine is, is getting food delivered in four minutes as opposed to cars that take 20 minutes. So hot food arrives hot, which is certainly a benefit, but it just does create more of like a, you know, benchmark to the, to the actual restaurant.

• 11:16Jordi Hays?

  I'm trying to find if Travis is an investor in ZipLine. The Google AI overview says. Yes, Travis Kalanick is an investor at Uber. Gemini says, I could not find definitive evidence that Travis.

• 11:29John Coogan?

  Okay, I mean, on the self-driving side, his original vision at Uber, it felt very much like he needed to own that technology. He wanted to be not just a, like a buyer of it from a different company.

• 11:42Jordi Hays?

  I mean, right now, if you look at city storage systems, you have Cloud Kitchens, which is making the food. You have Otter, which is like the payments and ordering infrastructure. And then now you have Picnic, which is like the front end. Any type of delivery method actually like fits into that system. I would imagine he'll either add a strategy, but potentially more likely he'll just integrate with a variety of drone delivery, and then autonomous vehicle delivery, and continue to use traditional labor, so.

• 12:14John Coogan?

  Nano Banana is remarkable. Look at this Golden Gate Bridge image. It generates the image and also all of the diagrams around it.

• 12:21Jordi Hays?

  This is how Tyler sees the world, by the way.

• 12:24John Coogan?

  Sundar says, you went bananas for Nano Banana. Now meet Nano Banana Pro. It's state-of-the-art for image generation, editing with more advanced world knowledge, text rendering, precision plus controls, built on Gemini 3. It's really good at complex infographics, which is awesome, much like how engineers see the world. That's very funny. Here's one where someone took a map, a Google Maps screenshot, and just turned it into an RPG-style map, a San Francisco monster map. It really is that reasoning model. Like, you can see the Golden Gate Bridge is there, and what would be logical to have attacking the Golden Gate Bridge? A giant octopus. And then Alcatraz Island is there, and there's this sea monster next to it. And everything kind of like, Nano

• 13:07John Coogan?

  Banana nailed the burger test. It's the first model to truly do this perfectly. The prompt is, remove the ingredients, leave just the top bun and the bottom bun in the exact same place and render the rest of the image. Here's my favorite use case so far. Take papers or really long articles and turn them into a detailed whiteboard photo. It's basically the greatest compression algorithm in human history. When we got ChatGPT, it was like, oh, wow, you can take bullet points, you can expand it into an essay. And then you can take an essay and expand it down to bullet points. And I imagine that people are going to be sending these, and then they're not going to be reading them. And then they're going to be like, actually, like.

• 13:45Jordi Hays?

  Okay, turn this diagram into an essay and then summarize it.

• 13:48John Coogan?

  And then summarize it. Nvidia saw its shadow, six more months of bull markets as high yield hairy, although who knows, the market is tanking still. The NASDAQ is down 2.1% now, and Bitcoin is down at $86,000.

• 14:02Jordi Hays?

  They're 5% today.

• 14:04John Coogan?

  Significant sell off.

• 14:05Jordi Hays?

  Let's check in on the sailor himself. Also down 5%, at least he's tracking the underlying asset.

• 14:13John Coogan?

  Meltem says, Nvidia earnings call first 60 seconds, we have line of sight to half a trillion in revenue in 2026. The bubble hasn't even started yet. Let's go.

• 14:23Jordi Hays?

  Michael Burry says, every company listed below has suspicious revenue recognition. The actual chart with all the give and take deals would be unreadable. The future will regard this a picture of fraud, not a flywheel. True end damage is ridiculous.

• 14:37John Coogan?

  No, no, no.

• 14:38Jordi Hays?

  True end demand is ridiculously small. Almost all customers are funded by their dealers. If you can name OpenAI's auditor in one hour, you win some pride.

• 14:48John Coogan?

  What does he mean, true end demand is ridiculously small? That's just not true. Like, there are tons of companies that are paying for subscriptions for all sorts of AI products. I don't know.

• 14:59Jordi Hays?

  He's a D cell with a crazy P doom.

• 15:01John Coogan?

  He's a D cell with a zero P doom, I guess.

• 15:05Jordi Hays?

  Yes, if you're looking at the amount of investment happening now in comparison to the demand, and you don't believe that the products will get better at all, if you don't believe that...

• 15:16John Coogan?

  It just flipped so much. Like, there was a moment where it was like, wow, like, demand for this new thing went from $0 to $10 billion in just a few years. This is remarkable. And then people were like, let's invest a trillion dollars in that. And it's like, okay, well, at that price, it's like, it's actually kind of crazy. I don't know. It's a lot to deal with.

• 15:35Jordi Hays?

  Yeah, but if you think about any industry on Earth, do we think every industry on Earth will be using 50 to 100 times more tokens within five years?

• 15:46Jordi Hays?

  Ten years? Shrap- you don't even have to be that much of a-

• 15:49John Coogan?

  No.

• 15:50Jordi Hays?

  Of a, of a-

• 15:51John Coogan?

  Of a permabull.

• 15:52Jordi Hays?

  Of a permabull to believe that.

• 15:54John Coogan?

  Yeah.

• 15:55Jordi Hays?

  In fact, it's like hard, hard to argue.

• 15:57John Coogan?

  Tyler's permabulling. Because of course that is your contention. You're a first year AI skeptic. You just finished reading Andrew Ross Sorkin's 1929, and now you think you're reliving the roaring twenties with GPUs. You will cling to that until next month when you hear Jim Chanos talk about unsustainable CapEx, and then you will start parroting that the entire AI ecosystem is about to collapse under the weight of its own spending. That will last until someone posts a CoreWeave CDS chart, and you'll repeat that too without realizing that it was just dealers hedging credit portfolios, not some cosmic warning sign. Then, you'll probably start lecturing people about global crossing because you heard someone say 1999 fiber bubble, and it made you feel informed. Meanwhile, Nvidia just printed one of the biggest sequential growth quarters the sector

• 16:42John Coogan?

  has ever seen and guided higher again. The workloads are real, the demand is real, and the CapEx is already contractually locked. None of that came from a cash crash narrative paperback or a Chan- Chanos soundbite. But sure, keep borrowing other people's takes and pretending they're your own. One day, you might actually, you might look at the actual numbers and realize this is not a bubble. It is the early stage of the largest infrastructure buildout in decades. You're standing there.

• 17:11John Coogan?

  Very cool.

• 17:11Jordi Hays?

  So, this is kind of a combination of the R2D2 force factor with a humanoid.

• 17:16John Coogan?

  Yes. Look at that. Picking up two wine glasses is insane.

• 17:20Jordi Hays?

  I love the way it just bounces around.

• 17:22John Coogan?

  So this is sped up, presumably?

• 17:24Jordi Hays?

  Yes. I think it's at like a, I think this is at like a 10x speed.

• 17:27John Coogan?

  Something about the lighting here looks CGI to me.

• 17:31John Coogan?

  I know it's not, but it looks CGI-ish.

• 17:36John Coogan?

  I, I'm fascinated. So many questions. Says it's in autonomous mode.

• 17:41Jordi Hays?

  Sunday, Sunday has motion.

• 17:44John Coogan?

  Sunday has motion. I think that the, I think that the design here is fantastic. I, I will have to debate it, and you have to tell me what you think, but definitely beating the like creepy uncanny valley, in my opinion, doesn't feel like, oh, that thing is about to pick up a knife, at least to me. I, I'm pretty, I'm pretty into this design. And I think the internet was as well, since it got over a million views and over 3,000 likes.

• 18:15John Coogan?

  And Sholto Douglas over at Anthropic says, "This is insanely, insanely impressive." And I agree, it is.

• 18:20Jordi Hays?

  I'm excited to ask Tony how much they had to spend to get to this point.

• 18:26John Coogan?

  That would be interesting.

• 18:27Jordi Hays?

  Because I think, I'm assuming it will be quite a bit less than many of the other players that are kind of competing here.

• 18:34John Coogan?

  The little telescoping pole is very cool.

• 18:37Jordi Hays?

  Taylor says, "It's the hat, non-threatening lid." I agree. Just throw a cool hat.

• 18:43John Coogan?

  The hat looks, yeah, so Scott, I think the hat does look kind of dumb, but that's like, kind of okay. I'd rather it look dumb than scary or menacing or, or, or weird, you know, like.

• 18:56Jordi Hays?

  Think about how scary like some of these humanoid robots would be to a one-year-old.

• 19:00John Coogan?

  Like Wally looks kind of dumb. R2-D2 looks kind of dumb, but it's still like a friendly, you know? You don't want it to be.

• 19:06Jordi Hays?

  Like the Optimus or, or figure would be like traumatizing to a one-year-old.

• 19:12John Coogan?

  Yeah, yeah, for sure. SAM3, "Video tracking is so good. Yesterday, collect data, train custom object detector, use tracker to estimate object motion, days, now track anything with a text prompt in seconds." That's meta!

• 19:26Jordi Hays?

  Whoa!

• 19:26John Coogan?

  Oh, this is segment anything!

• 19:27Jordi Hays?

  Yeah.

• 19:28John Coogan?

  Oh, okay, okay, okay, got it, okay. That's very exciting.

• 19:30Jordi Hays?

  Very cool.

• 19:31John Coogan?

  You can track the, all of our gong hits potentially for velocity and understand velocity relative to the audio volume.

• 19:40Jordi Hays?

  If we had a live.

• 19:41John Coogan?

  And you can understand how the production team is doing their job to lower the levels for you.

• 19:47Jordi Hays?

  Grok says Elon is more fit than LeBron and would win a fight against Mike Tyson.

• 19:52John Coogan?

  Fact check, true. You're absolutely right.

• 19:54Jordi Hays?

  I'm gonna ask Grok if this is true.

• 19:56John Coogan?

  I wonder how much of this is like in the pre-prompt or just in the X data set, you know? Elon's obviously, like, there's just, there's just an incredible amount of Elon fans in the X ecosystem still, since a lot of people that weren't Elon fans left. Even the Tesla bulls don't glaze to this level usually. Like, I, so I don't know where this would come from. This must have been in the pre-prompt or something.

• 20:21Jordi Hays?

  Many people are doing this. I mean, you, you went in Sora and you said, "Depict me as a bodybuilder."

• 20:26John Coogan?

  Yes, that's true.

• 20:27Jordi Hays?

  And then somebody tried to hack it to give you small legs.

• 20:30John Coogan?

  They did successfully prompt engineer me.

• 20:33Jordi Hays?

  They got you good.

• 20:35John Coogan?

  They did get me. Imprescent New Yorker cartoon that saw prediction markets coming more than half a century in advance.

• 20:41Jordi Hays?

  Wow. June 27, 1970.

• 20:43John Coogan?

  If you can't see this, it's the arrivals at an airport and there's flights that are arriving from Chicago, Detroit, Philadelphia, Pittsburgh. They depart at 8:00 AM, they arrive at 10:20 AM, and then there's odds listed there because of course you'll want to bet on when the plane lands. And now you can maybe, you're you're close to being able to with the with the prediction markets on their relentless march to take over the world. We have to talk about group chats in ChatGPT. We mentioned this earlier. It's official. They're rolling out globally. There was a successful pilot with early testers. Group chats will now be available for all logged in users on ChatGPT free, go plus and pro plans.

• 21:28John Coogan?

  I didn't know there's a ChatGPT go plan.

• 21:30Jordi Hays?

  I think that was the India plan.

• 21:32John Coogan?

  OK, that's interesting. And then also, I mean, it just says a lot. It's like, of course, it's rolling out to to the everyone because this one doesn't set the GPUs on fire. This is good old fashioned stuff, the text in the database and reduce churn in your product. So makes a ton of sense. Very, you know, we'll have to test this out and see if it's actually that useful.

• 22:00Jordi Hays?

  Yeah, I think this, I mean, this is the kind of thing that can help OpenAI build more of a moat outside of a of a brand and just general distribution moat.

• 22:11John Coogan?

  ChatGPT is turning into a social app. Sam pulled it off before Zuck could make the Meta AI app good enough to compete compete with ChatGPT, says Yuchin Jin. Ax and Grok could have a real chance to do it too, but it's rough. Watching DMs and chat keep breaking. CNBC said Meta plans to release a standalone Meta AI app in an effort to compete with OpenAI's ChatGPT. And Sam Altman said, okay, fine, maybe we'll do a social app. And he did. He did Sora, and now he's adding social features to ChatGPT Core. Did you see this, that we don't understand how ice is, why ice is slippery? I don't know if this is fully confirmed at this point, but Massimo Rainmaker 1973 shares new research. So misspelled.

• 22:55Jordi Hays?

  Research.

• 22:56John Coogan?

  New research shows ice is slippery because of electrical charges, not pressure and friction. For almost 200 years, the prevailing explanation for ice's slipperiness was that friction or pressure from a skate, boot, or tire melted a microscopic film of water on the surface, creating a lubricating layer. A new study from Sarland University has overturned that longstanding idea. Boris Power here says, who's the head of applied research at OpenAI, says, wow, this is one of the bigger firm beliefs I held that got overturned. I, I really, this is the one thing I knew was true. I knew that the world is round, the sun rises in the east and it sets in the west.

• 23:38John Coogan?

  And I know that the reason ice is slippery is because when you step on it, it's a layer of, of, of water. But it is a good point. If it's actually about electrical charges, then it begs the question, which he's asking, I wonder how long until we get non-slip shoes for ice?

• 23:54Jordi Hays?

  Ice is, ice is brilliantly humbling. You know, you think you're walking, you're confident, you know, you're like, I, I'm handling this ice. And then you just, suddenly it feels like you got a banana under your foot.

• 24:05John Coogan?

  One of my, one of my friends was worried about getting canceled because the first tweet he ever posted, like decades ago, and when, when he first got on Twitter was, I just slipped on some ice. Hashtag F ice, like F U C K I I C E. And he was like, am I being like rude or incoherent to delete that post?

• 24:25Jordi Hays?

  12 lessons from our interview on dialectic.

• 24:30Jordi Hays?

  His podcast. I don't think we'd ever written down a lot of these ideas. I think we've certainly talked.

• 24:37John Coogan?

  We were talking about the need for principles and the need for some sort of, you know.

• 24:43Jordi Hays?

  But that was more like operating principles within the company.

• 24:46John Coogan?

  Yeah.

• 24:47Jordi Hays?

  Some of these are relevant.

• 24:48John Coogan?

  Relevant. But yeah, this is more about the style of content. Never forget Sachin Adel in 1993 as a Microsoft Technical Marketing Manager, showing how Excel works. We can play this clip.

• 25:00Speaker 02

  As we can see, the most important architectural requirement for this piece is to be able to integrate data which exists on a host or a mainframe right now into Excel. Excel being our front-end tool and the AS400 in our case being the data repository. So what I'm going to do now is exit out of this environment and show you how we can better integrate this data into Excel. And I'll go ahead and.

• 25:27John Coogan?

  Call in questions now.

• 25:29Jordi Hays?

  No way.

• 25:29John Coogan?

  He's doing a live stream. Basically, I mean, it's on TV, but.

• 25:32Speaker 02

  At this point, what it did was it talked to the MS Query, went ahead and talked to the DRDA driver and went and connected to the mainframe, brought down the relevant data and populated my sheet here with the relevant data. Going to using Windows NTFS and a server connecting to the database.

• 25:50John Coogan?

  It sounds like a genetic AI. Sounds like a workflow that's getting automated.

• 25:55Jordi Hays?

  Intelligence for numbers.

• 25:56John Coogan?

  This guy's been automating workflows since day one. Now he says he has less hair, but the same love for Excel. And he's posted a photo making sheet happen since 1985. He's looking great. He's having, he's on top of the world. We appreciate you all and we will see you tomorrow.

• 26:13Jordi Hays?

  Love you.

• 26:13John Coogan?

  Goodbye.

• 26:14Jordi Hays?

  Cheers.