In the latest episode of The Six Five, Daniel Newman and Patrick Moorhead welcome Lisa Spelman, VP and GM of Intel Xeon Processors and Memory. Early in the conversation, Lisa makes the important point that while many people still think of processors when they think of Intel, this company is doing much more than that. In fact, lately Intel has been focusing a lot on different, improved ways to move, store, and process data using everything from AI and 5G to edge computing and the cloud in general.
More specifically, Lisa explained how AI is driving disruptive innovation across the data centric landscape in multiple ways. She mentioned that Intel professionals don’t see AI as a singular workload, but as a pervasive element that will be part of every workload, consumer and business alike. This disruption includes a huge transformation of enterprise workloads, as over 75% of applications are expected to integrate AI in the next 2 years. And at Intel, they see the AI opportunity exceeding $24 billion by 2024!
As you might imagine, multiple types of compute will be necessary in the near future. Lisa explained that Intel offers the four key types of compute that analysts agree will usher in the next era of AI: CPUs, GPUs, FPGAs, and domain-specific architectures like Intel® Movidius™ VPUs and forthcoming Intel Habana ASICs. Combined with its decades of software expertise, the resources Intel has among the most substantial in the industry. After all, its strategy has a foundation of Xeon with built-in AI acceleration. And with Deep Learning Boost, the 2nd Gen Xeon Scalable is using INT8 adoption in inference applications to drive a 14x improvement in less than 2 years.
Basically, Intel is extending its unique server processor leadership for built-in AI acceleration with upcoming 3rd-Gen Intel Xeon Scalable processors with the integration of new extensions for Intel DL Boost called Bfloat16. This will increase deep learning training performance by up to 60% compared to the previous processor generation. And Intel just recently took another step in bolstering its position in AI by acquiring Habana.
Another topic of discussion for Lisa was 5G technology, which has been accelerating to market lately. She’s seen investment in 5G RAN far outpace what was projected under a year ago, which is good because it’s definitely ground-breaking new technology that is raising the ceiling in data creation and delivery. Of course, many of the new services enabled by 5G will require redistribution of data processing, and readying all the infrastructure from the data center to the core network to the edge is also required to unlock 5G’s full potential.
But so far, Intel has been collaborating with the world’s 5G leaders to design the world’s first standard, high-volume silicon foundation for radio access networks! The company even just announced the Intel Atom P5900, which was designed for 5G’s high-bandwidth, low-latency capabilities and combines compute, connectivity and acceleration technologies into a single SOC package. And it’s not stopping there, as Intel is also delivering a platform foundation that includes custom silicon solutions, from FPAGs to ASICs. This enables 5G infrastructure built to the customers’ desired TTM, cost, power, volume, performance and flexibility.
Lisa went on to explain Intel’s work on the edge, as well. In fact, she mentioned that one of the largest growth drivers is at the edge, as it complements the increase in data creation and consumption at the endpoints due to the bandwidth and latencies offered by 5G. Capacity is shifting to the edge due to latency, bandwidth, security, and connectivity. Of course, edge computing comes with some challenges, such as bringing services to it, activating intelligence and automation in the network, and enabling virtualized networks. But Intel is intent on offering a range of solutions that pair HW (Atom, Xeon, FPGA, accelerators, memory, and connectivity) with edge-targeted open source SW, such as OpenVINO, OpenNESS, Open Visual Cloud.
And that brings us to the last topic of conversation here, the cloud. In particular, Lisa stated that the foundation of growth is rooted in cloud computing. Built on IA and Intel innovation, such as Intel VT, the cloud is now fueling the modernization of on prem enterprise data centers. Lisa and her team at Intel have seen a trend that’s worth noting, which is the impact of digital services toward the growth of cloud. For instance, there’s been definite growth in digital consumer services, like retail (e-commerce), advertising, and media content. And they’re mostly being driven in two ways. One is the continued digitization of those consumer services, and the other is the continued user engagement in those services and platforms. But the wide-spanning diversity of those services requires a solutions approach to gain a performance advantage.
If you want to know more about how Intel is continually improving how to handle data, head to the website to learn about its latest advancements with 5G and other technologies discussed here. And be sure to check out the next episode of The Six Five to keep hearing our analysis on the tech industry’s biggest stories!
Daniel Newman: Welcome to this special edition of the Six Five Insiders podcast. I’m Daniel Newman with Futurum Research and I am joined by my co-host and always esteemed partner in crime, Patrick Moorhead. Patrick, how are you doing today?
Patrick Moorhead: Daniel, I’m doing great because I’m actually in Austin, Texas out of my office. So, it’s a good day.
Daniel Newman: Yeah, I know. When we start these shows it’s so rare that we both get to be seated in our home offices and I’m doing the same until I take off tonight, but very excited to be here. Very excited for this particular show, one that we’ve had on the books for some time. We have Lisa Spelman. Lisa is VP and GM of Intel Xeon Processors and Memory and we’ll have her come on in just a minute. But these insider shows are always so interesting Pat, because we get the chance to talk to these executives, we get to hear interesting insights from the companies, but also these folks have such tremendous experience.
They tend to really know what’s going on in the market. In this particular conversation, we’re going to talk about the state of, not just data center but data centric, which is a big message that Intel has.
I do have to remind everyone out there, and by the way, thanks everyone for tuning in, that this show is for information and entertainment purposes only. And while we will be talking about publicly traded companies, we are not providing any sort of investment advice. And by the way, Intel, obviously awesome to have Intel as a partner on the show. Lisa, Lisa Spelman. Hey there, welcome to the Six Five Insiders podcast.
Lisa Spelman: Hey guys, thanks for having me. Good to virtually catch up with you.
Daniel Newman: Yeah, it’s always great to have you on the show and just have a chance to catch up. First time on Six Five, but not the first time that the three of us have had a chance to wrap, whether that’s been in the offices in Santa Clara, Mobile World Congress, which we won’t be going to this year. Nobody will be.
Patrick Moorhead: I’m pretty sure I see Lisa a lot more at events that I’m attending than actually at her office. So, she kind of has this nomad life like we do, Daniel.
Daniel Newman: Yeah. It’s funny. I’ve seen her at a lot of the OEMs. It’s like, “Oh, next up on the stage, Lisa Spelman from Midtown,” because Intel’s so wired into so many of the OEMs, the device makers and Lisa, you’re instrumental to a lot of the things they’re doing. So yeah, it’s great to have you on the show. Now, obviously we’ve gotten to know you from being out there, having had conversations, but not everyone necessarily has had those chances. So, I’m going to give you the softball to start off, but we’d love for you to do a quick introduction, tell everyone a little bit more about yourself and the work that you do at Intel.
Lisa Spelman: Sure. Thanks. I’m Lisa Spelman, as they said, and I’m at Intel. I’ve been here nearly 20 years and right now I am running our Xeon and Memory Group. So I’m responsible for the main line, processor portion of the business, and the platform that’s surrounds it, and driving our new entrance into the memory business, which is our Optane Persistent Memory product and technology. So it’s actually a really fun gig because I have one of our most established over 20 year businesses, and then I have a startup. And so, having the two of those gives me a lot of different experience and different ways to lead and drive into the market when you’re facing incredibly different adoption curves and challenges there. So, that’s what I’m spending all my time on. And yeah, we have a little free time next week because we’re not going to Mobile World Congress, but I think we’ll all still be out on the road enough this year.
Daniel Newman: I don’t think anyone’s going to complain about that. Now, this memory role by the way, and memory is something that we’ve spent a decent amount of time looking at Optane Persistent Memory over the last year. But this is new for you, right?
Lisa Spelman: It’s a business that I’ve been involved in over the last five years as we’ve been building it. But having the direct PNL ownership and the engineering team and the go-to-market team and the business team is new for me in the last couple of months as a direct responsibility. But it makes sense as you think about the portfolio of products and software solutions that Intel has built that we’re looking at the data pipeline as an application moves through. So we’re not trying to solve a singular bottleneck. We’re trying to solve for the entire performance of the entire total cost of ownership. So bringing platform connected technologies like that closer together helps with the decision making and helps us actually drive into both of the product lines and into the software work that we do, advancements that each project or each product couldn’t make on its own. So we’re trying to get that combination of having them show up and become better together.
Patrick Moorhead: That’s excellent. Yeah, it’s been fun watching what you’ve been up to and watching your career progress here. Let’s dive in and talk a little about the data centric story. I’ve watched Intel progress and it’s more than a story, it’s a value proposition. You’ve made acquisitions, you’ve gotten into new businesses. Can you talk a little bit about the current landscape of the data centric footprint, how it’s changing, how it’s adapting, expanding, and what gets you excited about it?
Lisa Spelman: I started to allude to it a little bit in my intro there, but we’re taking this opportunity to solve for the massive data problem and opportunity that our customers are facing. And that’s led us at Intel into a lot of different businesses. I almost chuckle when people still think of us as a processor company, when you look at all of the different technologies and capabilities we’ve put together to move, store and process data. And then you say, “Well, why? Why are they so focused on that?”
And if you just look at data generation, and I know people use a variety of statistics to make this come to life for people, but as humans you think of the 97,000 hours of content streamed on Netflix alone every minute, or the 49,000 photos posted on Instagram every minute. And each of those are just one single example of a streaming service or a content service or a user generated content on Instagram and predominantly in a couple of major markets, and you think about how there are so many of those around the globe. Or you look at the advent of Tik Tok, the incredible amount of capacity and bandwidth services like that take.
And we’re also seeing not just that content utilization and generation, but we’re also seeing an incredible amount of Edge services starting to actually move to deploy. So sensors at the edge providing real useful, real-time information back to business decision makers and service capabilities. And that confluence of those data generation sources leads to a tremendous opportunity. Everyone needs to adapt to this and everyone needs to turn that data sources into business opportunity. And so you have to be looking at that problem or that opportunity from an entire workload flow, versus just a singular component of it. And so that’s what the opportunity is for Intel. It’s literally, we talk about it as how do we play a larger role in our customers’ success? And that’s by having the portfolio of products and solutions that addresses all those challenges.
Daniel Newman: It seems like it’s been a really big transformation, but it’s been done gradually. And while some people I think are just sort of seeing it and recognizing it, the ability to scale across, like I say, move, store, process the data, this is becoming more and more of an urgency for the enterprise. And of course, like you mentioned some examples of consumers, which by the way, how much do you love those little, one minute in social infographics, Lisa? The ones that show what actually happens in a minute online.
Lisa Spelman: Yeah. No, it’s astounding.
Daniel Newman: They are so much fun. And of course some of these things impact the business. But yeah, I think there is so much going on and that’s why the story has been more than just a growth in TAM or, total available market. But really it’s a growth in value that Intel can play to the partners, to the end customers, the enterprises, the cloud providers. And so it is a really interesting story to watch. Now, one of the big things you sort of alluded to is all the adjacent technologies.
And one of them that we’re hearing a lot about, and that Intel’s been talking a lot about lately, has been AI. And AI, as much as people want it to be a new topic, it’s not a new topic. But from the standpoint of what Intel is doing, whether that’s been the acquisition of Habana Labs, the announcement of various training and inference processing technologies, Ponte Vecchio… Did I say that right, by the way?
Lisa Spelman: Yep.
Daniel Newman: I think I did.
Lisa Spelman: You got it.
Daniel Newman: But yeah, there’s been so much outpour of AI in update. Talk a little bit about that. So I’ve kind of mentioned some of the announcements but I haven’t really dived into it. I’d love to kind of get your overall take on how it’s disrupting this data centric landscape and what is Intel’s approach?
Lisa Spelman: Yeah, I think it represents tremendous opportunity for solving so many different problems, societal problems, business problems. And when we look at AI, we don’t view it as a workload or a standalone workload. We really view it as becoming pervasive across all applications and workloads. So, there will be people driving very significant and purposeful machine learning or deep learning activities to solve a particular problem. And then there will be artificial intelligence algorithms that are literally built into every single application to improve the performance or add new capabilities or increased personalizations, as example. So it truly is becoming pervasive.
And so with that mindset over the past couple of years, we’ve said, “How do we build the portfolio that addresses that pervasiveness?” And so that’s why you’ve seen some of the items you listed off or the investments that we’ve made. And we think we’re uniquely positioned with both the hardware and the software portfolio that we’ve built.
So, of course we have the Xeon CPU is quite near and dear to my heart, but we made the move several years ago to start building artificial intelligence acceleration into the instruction set, into the core. Because we’d seen what was coming here and realizing how much of the workload is still done well on CPUs and will continue to grow on CPUs.
And then you can hit certain thresholds where you move to more purposeful acceleration. So whether that’s our GPU investments, we have our SPGA, we have Movidius Technology, which is super important for us as we address those Edge use cases. So when you look at the Edge you can either go through the hard work of bringing the data back to the compute or the easier work of bringing the compute to the data. And that’s what Movidius does. And then our Habana Labs acquisitions, which they’ve got two products already, one for inference and for training. And we’ll continue to help that opportunity grow as we add the scale and capability from our software side to really accelerate their entrenchment into the market.
Patrick Moorhead: So Lisa, I love the broadening of the definition of AI versus let’s say what some of the pundits have been talking about, and I think you’ve been doing that on 5G as well. If I do a scan of news, some people would think that 5G is only about phones and modems and 5G carrier services. But in a study that we did last year, it clearly showed that the economic opportunity, the technology opportunity is actually much bigger in different areas of the 5G chain. Can you talk a little bit more about your 5G roadmap?
Lisa Spelman: Yeah, I’d be happy to. So, it’s funny you say that. You guys know I’m an infrastructure person, so 5G to me is about laying the pipe. And I almost forget sometimes about the phone component of it. I mean, don’t get me wrong, I love my phone, I spend enough time on it every day. But we’ve been working, sometimes people would say behind the scenes, on the infrastructure foundation for 5G for years, starting with the standards and starting with all the work that we’ve done to help drive the market and help our customers grow their capabilities and drive the right investments to set the foundation with network function virtualizations. Which essentially is running on Xeon servers. Last year what we saw is up to 50% of core network deployments were actually network function virtualization and we see that growing to 80% over the next couple of years. So, it’s real now.
We’re well beyond the proof of concept phase, and that will set the infrastructure foundation for 5G. What we are just announcing right now and launching, which we’re very excited about, is our first 5G base station products. So, we have been collaborating with the world’s 5G leaders to design the, it’s the first standard high volume Silicon foundation for radio access network. So, it’s called the Intel Atom P5900, and it’s got design characteristics around high bandwidth, low latency, and it’s got compute connectivity and acceleration into a single SOC package. It’s a 10 nanometer product and we’re launching that right now and it’s rolling out to top base station customers, and it’s our first time bringing Intel architecture into the base station.
And the huge value we see that we’re driving for customers is that they can have kind of a common architecture from their network core out to their network edge, which gives them economies of scale, software utilization improvements, and just overall reduces their time to market, their total cost of ownership, and some of their R & D investments. Which is the challenge that our customers face as they deploy 5G infrastructure. This is Ericsson, Nokia, ZTE. So the major players in the market are the ones that are using this product for their base stations. We’re pretty happy with the progress to provide that infrastructure foundation.
Patrick Moorhead: Well, and there’s also accelerated computing that you’re doing as well.
Lisa Spelman: Yep. Our FPGAs are continuing to win business and provide a tremendous amount of value in this space. They’re so useful when standards are still evolving. You can program to the existing standards, you get to the next stop five or full release and you can reprogram the silicon to drive acceleration that’s matched to the new standards. So, that’s obviously a far more economical and faster model of adoption than if you need to rip and replace single function silicon. And then we’re introducing to the market some of our new eASIC or acceleration in this space and some of our new ethernet products that have specific precision timing protocols added to them that are really focused on that low latency, Edge services. So, we’re trying to approach the problem from the infrastructure layer out to the Edge application layer, which is kind of the, what I would call the 5G continuum or the 5G spectrum so that the entire, again, data flow and data pipeline is addressed. And then all of this has the opportunity of course, to go back to the core network or the NextGen office, which is running on Xeon.
Daniel Newman: Yeah. I’m glad you mentioned the edge. You set me up so well, Lisa. But before I do run onto that, I do think it’s really important for the audience out there to sort of, to reiterate the role that software defined network function virtualization is going to play in 5G. To Pat’s point, I think like you said, Lisa, you like the talking about the pipe, the conduit, the infrastructure, what’s happening at the core, and that’s got a huge role in terms of what users experience. But I do think most of the world and the market are really thinking about devices.
Lisa Spelman: Yep.
Daniel Newman: That’s why there’s such a huge role for a company like Intel to play in 5G, and that’s where the Edge story starts to come to life too because this role of 5G, there’s so many things of what’s next that are related to it. We hear about smart cars and smart automobiles and smart cities, smart grid, smart commerce, and all kinds of other smart things that 5G is going to unlock. And a lot of this is really a combination of 5G IoT, Edge. Like I said, you can’t really talk about 5G without talking about the Edge, but there’s a whole nother layer of innovation that you’re focused on just around Edge. Can you talk to that a little bit?
Lisa Spelman: I can, and don’t get me wrong. I know that when I’m giving a keynote and I stand up there and hold a gray box and tell people, “Hey, this is a super cool server at the foot of that cell tower at the base station,” it’s not as cool as a foldable phone. I understand, but there’s a group of us in the world that get excited about that.
Patrick Moorhead: Thank goodness there are, because quite frankly, 5G doesn’t happen without Intel and the architectural consolidation at the carrier from five architectures to two, if that didn’t happen, 5G never would have happened.
Lisa Spelman: No, you can’t afford it. I mean, that’s the thing. There’s times when we’re trying to drive transformation and you’d think, “Oh, maybe this benefits us or benefits our business.” But it’s a whole different acceleration when the market requirements simply cannot afford to do it in the way that they’ve done it in the past.
And that’s been what is the fuel on the fire and accelerates this type of transformation and gets you to those types of numbers in this size of business. And you’re right Daniel, we view 5G and the Edge as related but not exclusive.
So, we do have investments that are focused on the network edge and then the industrial edge. And one of our biggest investments… Again, we’re often thought of as a hardware company or a CPU company even, has been not just about building that hardware portfolio that I’ve kind of walked you guys through, but really, really focused in the Edge space on our software portfolio and our open source efforts around whether it’s OpenVINO, OpenNESS, Open Visual Cloud.
And again, these are open source projects that are out there that allow our customers to fundamentally increase the performance of their applications, other capabilities as they try to process as much of the data at the point of content, either creation, generation or accumulation, versus having to bring it all the way back to their cloud infrastructure.
So, you want to be selective about what needs to go back for further analysis use or artificial intelligence training type of things. So, we have the OpenVINO is really focused around that inference capability and how to drive visual inferencing, acceleration on a multitude of hardware foundations using popular framework. So, I call it a software accelerator that it’s responsive to the hardware and delivers that application acceleration that you don’t get from just a standard hardware and framework package. So, we’re seeing huge uptick in open source developers really grabbing onto these ideas because it makes it easier to use and easier to realize benefits.
And then Visual Cloud, again we talk about the Netflix, but the challenge that our customers face with the amount of content that needs to be kept closer to the consumer is astounding. I mean, you guys must have seen Disney Plus was launched and within a super short span, I don’t know what it was, a month or two, they had 29 million subscribers.
There’s a lot of Mandalorian watching going on, and they need solutions that allow them to service the customers and service more and more content. Actually, interestingly enough, in cases like that, we’re seeing use cases for Optane Memory, which people might think of as a complete core data center, cloud type of infrastructure component. But when you think about trying to hold massive amounts of content out at the Edge and available to customers, you can actually get a lot of benefit from some pretty serious hardware at the Edge.
Daniel Newman: Memory mode would be quite helpful there, right? To kind of keep the compute memory closer out there.
Lisa Spelman: Yeah. Yep, keep it close. And then you have chances to scale your overall memory capacity. And if you’re a combination of Optane Memory, Optane SSDs, you can just really keep a lot more in close memory at larger sizes, more economically than you’ve ever been able to before in the history of computes.
Daniel Newman: Yeah, I think as a whole the edge is one of those things that’s sort of just starting, Lisa, to materialize in people’s minds. I think we’ve talked about it so much, it feels like over the last, I don’t know, two years, and I think the material opportunities for businesses to start to maximize the returns of the investment. Like you talked about early in this conversation, all the sensor data that’s out there in the market, how it becomes real-time available, all the applications, so much of the over-the-top services that are going to need to be delivered and utilized at scale, that just simply can’t handle the latency requirements, the volume requirements, of doing it through just traditional cloud and data center type of builds. And the Edge powers so much of this.
Patrick Moorhead: Yeah, that’s right Daniel. I’m really excited that it’s real. You have mature ecosystems like VMware, AWS, with Greengrass, Azure, IoT Central, big software companies who are supporting this multi-layer cake of deep edge to edge, to core, to cloud and enterprise data center. So Lisa, I’d like to come full circle here. So, Intel’s a DCG business, a data centric business, has long been in the cloud. I’d make the argument that Intel built the modern cloud with its partners, but sometimes people think, “Hey, it’s maturing.” It’s like Web 1.0, but gosh, I look at last quarter and the quarter before, the cloud is not slowing down any time soon. Can you talk a little bit about your approach to the cloud?
Lisa Spelman: Yeah, I can. We say we’re mission driven or it is our goal to address every workload from the edge through the network to the cloud and back again. And that’s what we’re working on it. And your comment that the Edge is getting real for Intel. The Edge last year was a 10 billion dollar business. So we call that real. That’s kind of a good number. Again, that’s good. So we see a lot of opportunity there to keep growing it. And I think everything that’s happening at the Edge will actually further fuel the cloud. So, the cloud is the definitional of my career. Biggest changes in technology that I think we’ve born witness to, and I think many of the roots of it, without being overly claiming credit, really roll back to the introduction of virtualization technology into the Xeon product line 15 years ago. It was 15 years ago this year.
That start a virtualization when we all panicked and said, “Oh my gosh, they’re not going to need as many servers if we let them put two onto one.” Turned out to be one of the greatest accelerations of transformation in compute and service delivery over time. And yeah, we absolutely have done that with our partners, our amazing customers that have taken an idea and really created an entire new way of running businesses, delivering services, managing enterprise IT, and have lowered the barriers to entry of so many new innovations and startups.
And you think about how many daily conveniences are truly born of the cloud. And then the amazing thing is, it’s not really showing signs of stopping the continued innovation and growth and digital consumer services. We talked about the streaming services, the way e-commerce has evolved, that meshing now. It’s, no, people aren’t having conversations anymore about will there be brick and mortar stores and online stores. It’s the merging of them together. I mean, come on. When Amazon started opening physical stores, you knew the world had completed it’s full circle.
Advertising media content and just that continued digitization of services, whether they’re enterprise B2B services or consumer facing services. So, we see that continuing to grow. We see it as a huge focus of ours. We’ve moved obviously well beyond that virtualization technology. I mean, you think about all the massive amounts of custom silicon we do for top cloud service providers, the tremendous software investments we have in support of more efficient cloud capabilities that service all of those applications. Again, not just at the compute but at the storage, at the data movement space, and the innovation just continues to abound.
Daniel Newman: Yeah. It’s funny you say that. Right next to my gym, Lisa, there’s an Amazon Go store being built, and I have not been in one of these things yet. And given what we do, that’s kind of amazing. The number of times I’ve covered it, written about it, talked about it, referenced it, talked about it on a stage, use it as an example of disruption. But it’s so funny you say that about coming kind of full circle. What’s old is new and what’s new is old. It’s like fashion technology. When you think about how edge cloud, remember all the point systems for sales that was kind of like the original cloud and mainframe. It would have a bunch of point systems and it was like a very mini view into our future and now it’s what, a 10 billion dollar business for you?
So, it really has kind of evolved and it does keep coming full circle. And I really do think the experience layer is what drives it all. So, whether that’s the experience of TikTok, of the experience of the future of shopping, or the experience of enterprise applications and companies that want to build to maximize data. That is really why this data centric approach seems to have so much merit, and beyond as I’ve mentioned, the huge TAM. It is also very logical.
It’s a very logical approach that processing or processors alone aren’t going to be enough to support the world and its needs as technology continues to evolve. Lisa, I want to thank you so much for coming on, talking us through all of these. I like to call them tech adjacencies, but really this whole data centric strategy.
It sounds like Intel has a lot of very exciting announcements, updates coming around the corner.
AI is continuing to evolve. 5G, edge, and then of course your original and where you started in the cloud. None of it seems to be slowing down. So Lisa Spelman, thank you very much for coming on the show.
Lisa Spelman: Thank you for having me. It’s always great to talk to you guys.
Daniel Newman: For this edition of the Six Five Insiders, I want to thank everyone for tuning in. If you enjoyed this episode, hit that subscribe button. Patrick and I will be bringing you deep analysis on each of the week’s big news items, everything from new products to earnings on a weekly basis. Get it from Apple on iTunes and everywhere else that you can listen to our podcast. For Six Five, for Pat Moorhead, for Daniel Newman, appreciate you tuning in.
We’ll see you all later.
Disclaimer: The Six Five Insiders Podcast is for information and entertainment purposes only. Over the course of this podcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.