Odoo Advertiser (6:01)

Running a business is hard enough, so why make it harder? With a dozen different apps that don't talk to each other. One for sales, another for inventory, a separate one for accounting. Before you know it, you are drowning in software Instead of growing your business. This is where Odoo comes in. Odoo is the only business software you'll ever need. It's an all in one fully integrated platform that handles everything. CRM, accounting, inventory, E commerce, HR and more. No more app overload, no more juggling logins. Just one seamless system that makes work easier. And the best part, Odoo replaces multiple expensive platforms for a fraction of the cost. It's built to grow with your business whether you are just starting out or already scaling up. Plus it's easy to use, customizable and designed to streamline every process so you can focus on what really matters running your business. Thousands of businesses have made the switch, so why not you try Odoo for free@odoo.com that's o d o o.com the.

LifeLock Advertiser (7:02)

New year means new health goals not just for your body, but for your finances too. But did you know financial health is directly related to identity protection? You need LifeLock because your personal info is in endless places that are outside of your control. It only takes one mistake, and not even your mistake to expose you to identity theft and lost funds. Lifelock monitors hundreds of millions of data points per second and alerts you to threats you could miss on your own. If your identity is stolen, LifeLock's US based restoration specialists will fix it, backed by the million dollar protection package. In fact, restoration is guaranteed or your subscription money back. Don't face drained accounts, fraudulent lo or other financial losses from identity theft alone. Resolve to make identity, health and wealth part of your New Year's goals with LifeLock. Visit LifeLock.com iHeart and save up to 40% your first year. That's 40% off@lifelock.com iHeart terms apply.

Ryan Seacrest (8:02)

Hey, it's Ryan Seacrest for Albertsons and Safeway. Flu season is here and the in store pharmacy has you covered with a free flu shot with most insurance plans. And as a thank you, get up to $20 off your grocery purchase. Plus it's cough and cold season. Stock up on all the season's essentials and get ready for relief with discounts on items like Mucinex, Children's Multi Symptom Cold Medicine, Zara Bees, Children's Cough Syrup and Emergen c. Offer ends January 27th. Restrictions apply and offers may vary by location. Visit Albertsons or Safeway.com for more details.

Podcast Host (8:34)

When it comes to your money, confidence changes everything. At Facet, you get flat fee financial planning from a certified financial planner. No commissions, no hidden agendas, just objective guidance that covers everything your money touches. With a personalized roadmap and help to stay on track, you'll feel confident you're making the right decisions with your money. Facet Financial planning for the life you want. Visit fast.com to get started.

Financial Analyst (8:55)

AD is sponsored by Facet, an SEC registered investment advisor. Not an offer to buy or sell securities. Nor is it an investment, legal or tax advice. Past performance is not a guarantee of future performance. Physical AI is a real thing and he went over it in detail. We can't run from that auto autonomous vehicles are real thing and they've been working on that and presentation wasn't impressive. I think equally as impressive and this happened at that last week of December is their acquisition of Gronk and we talked about this and people like what Grog? Isn't that what what Elon has? Well same yeah different company. The company was valued at $6.9 billion. 6.9. They weren't even for sale, right? Nvidia offered them and they actually took it 20 billion. So almost three times what the company was actually value at. Why? They were finding mastery in an area that Nvidia wasn't finding mastery, and that is language processing units. LPUs. So add that to your pus. Right? We talked about CPUs, GPU, CPUs, XPUs, LPUs, Language Processing Units. So those do. It's a different approach in the gpu. It's a different design and it makes specific models. Right. So why say, let's try to create when we have a cash load of money? Let's go acquire. And so they acquired Gronk. I thought that was a very big acquisition. Nvidia is still going to be the lead in the GPU market. We know that. They talked about Reuben today. I mean, shipping out. Oh, my gosh. Yeah, okay. But that isn't my number one company of the year. My number one company is going to be Google. It's going to be Google. We're on the same page. So the TPU performance we've seen with Gemini, I mean, Gemini has now rivaled, if not passed, OpenAI for the time being in terms of GPTs. And it's being powered by those TPUSC. So first thing, I think the SpaceX investment comes into play this year, right? The SpaceX investment is very important. In 2015, when people weren't looking, they were like, why are they investing in SpaceX, this, this company that is aerospace? Well, they had vision. Sundar has vision. And the vision is coming to life. Why? And we talked about this on class, right? When we think about the capex spend for AI, well, there's a couple places it goes. Number one, it goes to infrastructure. Okay, well, if we can't build here, can we build outer space? Well, yeah, we can send satellites out there. Okay, well, the next thing that compounds is energy. Well, it costs us energy here. Liquid cooling, nuclear power plants, all this infrastructure we got to put online. Well, if we are not in this atmosphere, where do we get our energy from? Yeah, the sun, Right? So you got infinite energy, you got infrastructure. The next thing is cooling, right? Like these chips don't work without liquid cooling. If you watch Jensen's presentation today, when he talked about that Reuben chip, he talked about the liquid cooling that was inside, Right? Because it's necessary. If it's not at that temperature, the chips will shut down, they won't work. But outer space, you're talking about a temperature that's stagnant. It stays remaining. It's cool. So from that standpoint, now I look at the 2015 acquisition. I'm saying, oh my gosh, they're working with Tesla. There's something here. Perfect. That's going to turn into a billion dollar investment. We already know when SpaceX has its IPO at some point this year. That'll add to the revenue for Google. And then the last piece is this Samsung part. So last year Samsung confirmed that they had, they had Gemini and 40. No, 400 million devices, right? 400 million Samsung devices had Gemini. They are projecting and have confirmed that that number is going to double in 2026. They're going to have Gemini in 800 million devices. Why is that important? Well, you got Apple already on your books, right? Because you've already done the deal with Siri. Anytime you do a search engine on Apple and they've renewed that, that's going to be Google. Now you got Samsung, which is the other competitor, 800 million devices that are going to be using your Gemini product. You add that into it, it's like, okay, I see what they've done here, right? You add all those things up, I'm taking you. And they took away everything Apple should have done. Yeah. Well played. There you go, fellas.