Episodes

  • 228: Speeds & Feeds
    Sep 29 2024

    Welcome to IoT Coffee Talk #228 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.

    This week, Rob, Marc, David, Ryan, and Leonard jump on Web3 to talk about:

    * BAD KARAOKE! "Feel Your Love", Van Halen
    * Catering to the universal human 15 second attention span!
    * AI is acquiring and expanding its attention as we shorten ours. What does it mean?
    * Why telcos subconsciously get in their own way with IoT
    * Is there a "We" in "Telco" or "IoT"?
    * Rob discovers that being an analyst is all about the glamor of it all!
    * How to make storage sexy again... make it about AI!
    * The speed of IoT - what is it and why does it matter?
    * Why IoT projects get cancelled - because you called it an IoT project?
    * Depreciation is the vendor's greatest sales cycle foe!
    * The religion of open tech and the burden of Kumbaya!
    * The missing holistic thinking about IoT... after all these years.
    * Why plumbers make more than IoT people.
    * The Things Conference 2024 - tracking the evolution of the IoT mindset

    Thanks for listening to us! Watch episodes at http://iotcoffeetalk.com/. We support Elevate Our Kids to bridge the digital divide by bringing K-12 computing devices and connectivity to support kids’ education in under-resourced communities. Please donate.

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    54 mins
  • 227: Implosion (The IoT of Beepers and Collapsing Enterprises)
    Sep 29 2024

    Welcome to IoT Coffee Talk #227 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.

    This week, Rob, Bill, David, Dimitri, and Leonard jump on Web3 to talk about:

    * BAD KARAOKE! "Implosion", Leonard Lee (inspired by Eddie Van Halen's "Eruption")
    * Exploding IoT - Beepers gone wild!
    * The importance of SysBOMs which IoT Coffee Talk invented!
    * Is the Back to the Office trend now the new Work from Home?
    * How squirrels are FTTH's worst enemy.
    * Vulnerabilities are everywhere and how do we unlearn to live with them?
    * Did Apple get the Metaverse right?
    * Ask Avatar Leonard. Answers to the universe.
    * Cyber enterprise implosion - the future of cyberthreats
    * The cost of security paid in risk to the enterprise
    * If you can't spell cybersecurity, we can't sell it (33:20)
    * FAFO, people!
    * The Pinball Arcade - the AI business pivot
    * Bill's Asteroids hustle - 3 ships for a quarter, please.

    Thanks for listening to us! Watch episodes at http://iotcoffeetalk.com/. We support Elevate Our Kids to bridge the digital divide by bringing K-12 computing devices and connectivity to support kids’ education in under-resourced communities. Please donate.

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    58 mins
  • 226: Remembering 9/11
    Sep 29 2024

    Welcome to IoT Coffee Talk #226 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.

    This week, Pete, Rob, Dimitri, and Leonard jump on Web3 live to talk about:

    * BAD KARAOKE! "Born In The USA", Bruce Springsteen
    * A moment of silence
    * Trading 9/11 stories and close calls
    * Rob is at Oracle World 2024 acting like an analyst
    * Oracle and AWS have a hell-freezes-over moment
    * The visions of the visionary Larry Ellison
    * Why did thin computing never really take off and catch on?
    * Pete hunts down his Yeti tumbler from Intel at AI Hardware & Edge AI event
    * What is up with Intel?
    * Lenovo, the business that IBM should have never had a fire in the belly for
    * Will the iPhone 16 drive a "super cycle"? Rob wants to know!
    * Apple proves that you can't charge of GenAI. Good news or bad news?
    * Do you trust developers? Leonard and Dimitri build the case of App Stores

    Thanks for listening to us! Watch episodes at http://iotcoffeetalk.com/. We support Elevate Our Kids to bridge the digital divide by bringing K-12 computing devices and connectivity to support kids’ education in under-resourced communities. Please donate.

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    53 mins
  • 225: The Great AI PC Moment
    Sep 29 2024

    Welcome to IoT Coffee Talk #225 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.

    This week, Marc, Bill, Steve, and Leonard jump on Web3 live from Berlin to talk about:

    * BAD KARAOKE! "Rock You Like A Hurricane", The Scorpions (Germany's greatest rock band!)
    * Leonard complains about the tiny coffees in Berlin.
    * Marc gives Leonard tourism advice in the great city of Berlin.
    * Lenovo Innovation World 2024 - The Great Convergence of AI PC Silicon
    * Will the AI PC make a difference and will Copilot+ PC land or flop?
    * Intel's Lunar Lake is a big deal for Intel. It's more important than you think.
    * Qualcomm's Snapdragon X Series. Can it disrupt the PC industry?
    * Why the channel is important and why it can make or break you.
    * What the hell is an NPU and why will it matter in a PC and anywhere else?
    * What went wrong with Intel... or did it? A victim of impatience and perspective?
    * Why Leonard doesn't talk valuation as a tech and industry analyst.
    * The velocity of markets and deal flow - why it defines different IoT games.
    * Business is a tough thing. Why do we treat it like it is easy... HBS?

    Thanks for listening to us! Watch episodes at http://iotcoffeetalk.com/. We support Elevate Our Kids to bridge the digital divide by bringing K-12 computing devices and connectivity to support kids’ education in under-resourced communities. Please donate.

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    57 mins
  • 224: Is Public Cloud Dead?
    Sep 29 2024

    Welcome to IoT Coffee Talk #224 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.

    This week, Marc, Rob, Bill, Dimitri, Pete, and Leonard jump on Web3 to talk about:

    * Looking back on the pre-Bad Karaoke days of IoT Coffee Talk
    * Is NVIDIA the center of our universe? What will happen on NVIDIA Day?
    * Does NVIDIA have a play in edge and IoT?
    * Is cloud repatriation a real thing? Michael Dell seems to think so.
    * Jumping off the VMware ship. How could cloud repatriation be possible?
    * K8 and serverless - the ultimate cloud lock-in glue!
    * Cloud economics were never visible because we didn't do FinOps.
    * Do you need to grow your IT group again?
    * FinTech is not FinOps!!!!
    * Why surveys are mostly misguiding.
    * How Hock Tan shook the world and might have disrupted the cloud narrative.
    * The ruthless and painful reinvention of VMware and the future of cloud.
    * The residual value of GenAI beyond the hype implosion.
    * Hot Chips 2024 takes on the future of GenAI computing.
    * Why industrial policy in advance economies is tougher
    * When will we start to water crops with Gatorade? When we fail to ask good questions.

    Thanks for listening to us! Watch episodes at http://iotcoffeetalk.com/. We support Elevate Our Kids to bridge the digital divide by bringing K-12 computing devices and connectivity to support kids’ education in under-resourced communities. Please donate.

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    1 hr
  • 223: Insanity!
    Aug 22 2024

    Welcome to IoT Coffee Talk #223 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.

    This week, Jan, Rob, Bill, Stephanie, and Leonard jump on Web3 to talk about:

    * BAD KARAOKE: "Not My Slave", Oingo Boingo
    * Why 5G needs to clean up its own hype mess. Not 6G!
    * Why intercontinental remote sidewalk surgery won't be happening in 6G.
    * Rob tries to talk guitar!
    * What happened to MEC (Multi-Access Edge Computing)
    * What would the impact be if your unified namespace was hacked?
    * Rob tries not to give investment advice.....
    * Timing is everything to get value out of evolutionary tech
    * Why are we still so confused about Digital Twin? Does it matter?
    * The definition of stupid insanity. Why do we do it?
    * Rob gets into analyst mode talking about AMD's announced acquisition of ZT Systems
    * The IoT Coffee Talk lump of coal methodology and framework

    Thanks for listening to us! Watch episodes at http://iotcoffeetalk.com/. We support Elevate Our Kids to bridge the digital divide by bringing K-12 computing devices and connectivity to support kids’ education in under-resourced communities. Please donate.

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    1 hr and 5 mins
  • 222: Selling Out
    Aug 22 2024

    Welcome to IoT Coffee Talk #222 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.

    This week, Pete, Rob, Bill, Dimitri, and Leonard jump on Web3 to talk about:

    * BAD KARAOKE: "Limelight", Rush
    * From vinyl to streaming
    * Why digital history sets the context for today's digital transformations
    * AIoT!! - Our transitional branding
    * The branding transformation roadmap going from AIoT Coffee Talk to Misguided
    * How GenAI cybersecurity autonomy could be the risk we fear
    * Sexy social engineering - the new frontier of cyber threats and attacks
    * Battlestar Galactica might be the only solution
    * Why "open" is not intrinsically secure regardless of the variety
    * Airport innovation and how to get all of your data stolen there
    * Is the Dark Web the unified namespace of cybercrime?
    * The fine line between intelligence and cybercrime
    * The vision for our future was set in the 20's of the last century.
    * The IoT Coffee Talk gang contemplate different approaches to selling out

    Thanks for listening to us! Watch episodes at http://iotcoffeetalk.com/. We support Elevate Our Kids to bridge the digital divide by bringing K-12 computing devices and connectivity to support kids’ education in under-resourced communities. Please donate.

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    57 mins
  • 221: Misguided
    Aug 22 2024

    Welcome to IoT Coffee Talk #221 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.

    This week, Pete, Rob, David, and Leonard jump on Web3 to talk about:

    * BAD KARAOKE: "Yakety Sax" (The Benny Hill Theme Song), Boots Randolph
    * Would "The Benny Hill Show" and "Blazing Saddles" ever see a theatrical release today?
    * Given that nobody seems to care for IoT, should we rebrand the show?
    * Who is in the right? Delta? Microsoft? CrowdStrike?
    * Highly misguided collective perspective. What does it mean?
    * The history of Microsoft in 5 minutes.
    * What is going on with the economy? Recession? Correction?
    * The GenAI industry profit trail.
    * Will there be another mobile moment?
    * 10 billion passwords leaked. What do you do?
    * Rob's goes from analyst to Marvel movie critic - Dead Pool & Wolverine
    * Revisiting IoT as a service. SaaS it!
    * When the you fail by the numbers. How does that happen?
    * The IoT tomato gallery.

    Thanks for listening to us! Watch episodes at http://iotcoffeetalk.com/. We support Elevate Our Kids to bridge the digital divide by bringing K-12 computing devices and connectivity to support kids’ education in under-resourced communities. Please donate.

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    59 mins