AZ Tech Roundtable 2.0 Matt Battaglia

 
AZ TRT 2.0 - Best of Tech Part 1 - Data Centers, IT, EV Charging, Minerals & AI Software
 
AZ TRT S05 EP21 (236) 5-26-2024 
 
What We Learned This Week:
Host Matt on Data Centers + Energy Usage Lucian Aguayo of Redgear on IT Infrastructure Broc TenHouten of Intrinsic Power on EV Charging Brian Stevens of Neural Magic on AI Software Dr. Nick Sakharav of Reclaimed Minerals on Energy  
‘Best of’ Clips from previous Tech themed aired in the first half of 2024
 
Notes:
 
Seg 1. - Clips from:
 
Data Centers + AI Growth Requires More Energy, is Nuclear an Option?
 
AZ TRT S05 EP20 (235) 5-19-2024 
 

 
What We Learned This Week:
Data Centers use lots of Energy with demand growing 15% per year AI Models are large software files, and this leads to more data Alternative Ideas like Clean Energy, smaller Data Centers, & Cooling Nuclear SMR (Small Modular Reactor) may be the Future of Energy Stock Investment Ideas - How can you Make Money $ off the increase of Data Centers? https://www.goldmansachs.com/intelligence/pages/AI-poised-to-drive-160-increase-in-power-demand.html
AI is poised to drive 160% increase in data center power demand On average, a ChatGPT query needs nearly 10 times as much electricity to process as a Google search. In that difference lies a coming sea change in how the US, Europe, and the world at large will consume power — and how much that will cost. 
For years, data centers displayed a remarkably stable appetite for power, even as their workloads mounted. Now, as the pace of efficiency gains in electricity use slows and the AI revolution gathers steam, Goldman Sachs Research estimates that data center power demand will grow 160% by 2030.
At present, data centers worldwide consume 1-2% of overall power, but this percentage will likely rise to 3-4% by the end of the decade. In the US and Europe, this increased demand will help drive the kind of electricity growth that hasn’t been seen in a generation. Along the way, the carbon dioxide emissions of data centers may more than double between 2022 and 2030.
 
Goldman Sachs research on AI and power needs
https://www.goldmansachs.com/intelligence/pages/gs-research/generational-growth-ai-data-centers-and-the-coming-us-power-surge/report.pdf
 
Full Show: HERE
 
 
 
 
IT Setup & Cybersecurity w/ Luciano Aguayo of Redgear
AZ TRT S05 EP07 (222) 2-18-2024 
What We Learned This Week
RedGear provides turnkey IT solutions for clients. Outsource IT to shift liability IT often an afterthought, when it should be a major priority - lifestyle of tech in a business Data is lifeblood of a company, need security Cybersecurity is just one part, need to monitor physical location, who has access, email, etc  
Guest: Luciano Aguayo of Redgear
https://redgear.com/
Luciano Aguayo is a Texas native, and an active member and contributor to the Southwest Technology community. His professional career spans a diverse industry portfolio and has held various titles and certifications at the senior engineering and senior management levels. Luciano specializes in designing and implementing turnkey complex infrastructure solutions.

For the past 20 years Luciano has designed and implemented numerous infrastructures for regional and local school districts, has a diverse portfolio of local and international businesses, including the federal government, and key Southwest landmarks and attractions. After several years in the private sector and after building a loyal customer base, Luciano launched RedGear in 2016. RedGear is a regional business to business technology solutions company. Since its inception, RedGear has quickly grown to 4 locations, 50+ employees, and recently opened a regional office in Phoenix, Arizona.
RedGear
RedGear provides professional technology services, equipment, and consulting in the Southwest US region. Our entire culture is bui

 
Data Centers + AI Growth Requires More Energy, is Nuclear an Option?
 
AZ TRT S05 EP20 (235) 5-19-2024 
 
What We Learned This Week:
Data Centers use lots of Energy with demand growing 15% per year AI Models are large software files, and this leads to more data Alternative Ideas like Clean Energy, smaller Data Centers, & Cooling Nuclear SMR (Small Modular Reactor) may be the Future of Energy Stock Investment Ideas - How can you Make Money $ off the increase of Data Centers?  
 
Notes:
 
Seg. 1
Clips about AI from:
Software Delivered AI w/ Brian Stevens of Neural Magic
AZ TRT S05 EP08 (223) 2-25-2024 
What We Learned This Week
Neural Magic Deepsparse software helps B2B Clients incorporate AI into their tech stack Large Language Learning Models of AI can be costly & require massive computing power Their clients now control their AI Model Opensource AI Foundation Models for training AI uses a Recommendation Model  
 
 
 
Guest: Brian Stevens
Chief Executive Officer of Neural Magic
 
Brian Stevens is chief executive officer of Neural Magic. A tech veteran with more than 30 years of experience, Brian has a rich history of building/advising high-impact companies and driving disruptions that transform the industry.
 
NEURAL MAGIC
 
https://neuralmagic.com/
 
 
About: Neural Magic is an AI company, born out of the Massachusetts Institute of Technology (MIT), on a mission to help customers innovate with machine learning, without added complexity or cost. While pursuing research at MIT, founders Nir Shavit and Alexander Matveev launched Neural Magic, a software-delivered AI solution, to address their frustration with the constraints of GPUs and existing hardware.
 
Full Show: Here
 
 
Clips about Data Centers and Energy from:
 
The New Modular Data Center by Redivider w/ Tom Frazier
BRT S04 EP31 (194) 8-6-2023
 
What We Learned This Week
· Redivider Data centers are smaller modular size like a shipping container vs a standard data center which could be a huge warehouse
The new data centers are mobile, eco friendly, carbon neutral, plus allow for both scale & cost savings
·Technology will be used to help the growth of the smart city or cloud and edge computing services
· The growing use of AI programs like ChatGPT impacts the water supply as the needed cooling for data centers is massive, and not sustainable long term
·Re-divider: Focus on The Three P’s, People, Planet, Profit
 
Guest: Tom Frazier - Co-Founder & CEO
Tom Frazier, the co-founder and CEO of Redivider, boasts an impressive 25-year career, driving transformational and disruptive initiatives in future tech, B2B, and public sectors. Committed to prioritizing people, planet, and profits, Tom is devoted to spearheading innovation in the digital economy.
https://www.linkedin.com/in/tomfrazier/
 
  
Meet Redivider and Tom Frazier 
  
https://www.redivider.co/products/data-centers 
 
Leading with People, Planet and Profits , Tom Frazier and Eric Appelblom are flipping the traditional enterprise data center on its head with hydrogen powered data centers—reducing carbon foot print and increasing jobs.  The companies advisory team is a shows who in environmental and ESG.  
 
Full Show: HERE
 
 
Seg. 2
https://www.goldmansachs.com/intelligence/pages/AI-poised-to-drive-160-increase-in-power-demand.html
AI is poised to drive 160% increase in data center power demand On average, a ChatGPT query needs nearly 10 times as much electricity to process as a Google search. In that difference lies a coming sea change in how the US, Europe, and the world at large will consume power — and how much that will cost. 
For years, data centers displayed a remarkably stable appetite for power, even as their workloads mounted. Now, as the pace of efficiency gains in electricity use slows and

 
How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla
AZ TRT S05 EP19 (234) 5-12-2024 
 
What We Learned This Week:
Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world  
 
Notes:
 
Breakdown of Revenue Sources, Market Cap / CEO / Start
 
Google / Alphabet  – ads / search, playstore, hardware, services, YouTube premium content + TV, cloud
Microsoft – gaming, services, software, devices, cloud
Apple – devices, services, apps
Nvidia – AI Chips, Graphic Cards, & components
Tesla – EV Cars
Amazon – E Commerce, cloud, services
Meta / Facebook – ads, devices
 
 
 
Big drops in two of the Magnificent Seven stocks haven't dented the group's influence on the S&P 500. In fact, the trendy stocks dominate now more than ever.
The seven megacap stocks — Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Alphabet (GOOG), Amazon.com (AMZN), Meta (META) and Tesla (TSLA) — account for 29.7% of the S&P 500 as of April 17, says Datatrek Research. That's up from the group's 27.9% weight in the S&P 500 in 2023.
Seeing the group's hold over the world's most popular index grow this year might surprise you. Shares of Tesla are down 37.4%.
"Despite all the buzz around the death of the 'Magnificent 7,' U.S. big tech is actually a more dominant force in American stock markets than at the end of 2023," said Nicholas Colas of Datatrek in a report.
 
Source:4/2024 -  https://www.investors.com/etfs-and-funds/sectors/sp500-magnificent-7-stocks-dominate-even-more-now/
 
 
 
Google
CEO Sundar Pinchai
c 1998 Sergey Brin and Larry Page
Mkt Cap $2.1 Tr
 
Source: https://www.oberlo.com/statistics/how-does-google-make-money
Google / Alphabet  – ads / search 56% of rev at $175 bil in 2023, playstore, hardware, services, YouTube premium content + TV, cloud 11% of rev at $31 bil
 
Google revenue breakdown: top Google revenue sources in 2023
Ads ·         Ads (Google Search & other properties): $175.03 billion (56.9%)
·         YouTube ads: $31.51 billion (10.3%)
·         Google Network ads: $31.31 billion (10.2%)
Google subscriptions, platforms, and devices: $34.69 billion (11.3%) Google Cloud: $33.09 billion (10.8%) Other bets: $1.53 billion (0.5%) Hedging gains: $236 million (0.1%)  
Source: https://www.investopedia.com/articles/investing/020515/business-google.asp
 
KEY TAKEAWAYS Alphabet is a collection of different companies, including the popular search engine Google. The company leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Advertising generates the majority of revenue, but Google Cloud revenues are growing rapidly. The company has three reportable segments: Google Services, Google Cloud, and Other Bets. Google Services is the most profitable while Google Cloud and Other Bets often post operating losses.  
 
 
Microsoft CEO Satya Nadella.
C 1975 Bill Gates / Paul Allen
Mkt Cap 3.1 tr
 
KEY TAKEAWAYS Microsoft sells computing devices, cloud systems and services, software, and other products to consumers and businesses. The company's Intelligent Cloud segment is the largest source of profit, as well as the fastest-growing. Microsoft is focused on delivering AI solutions to customers in a broad swath of industries. Some of its many competitors include Apple, Amazon, Meta, Alphabet, Oracle, and IBM. Microsoft's current CEO is Satya Nadella.  
Source: https://www.investopedia.com/how-microsoft-makes-money-4798809
 
Source: https://techbehemoths.com/blog

History of Gaming Consoles
From Atari to Nintendo to Playstation 
-       AZ TRT S05 EP18 (233) 5-5-2024 
 
What We Learned This Week:
Odyssey by Magnavox, first home gaming system Atari created both Home Pong & then Atari 2600 Nintendo Game Systems - NES, Wii, Switch + Super Mario Bros & Legend of Zelda games Sega Genesis & Sonic game, Sony Playstation, Microsoft Xbox  
Guest: Ben B
 
 
Notes:
 
Main Consoles – Name, Distributer, release Year & some sales #’s
 
1st Gen
Odyssey from Magnavox 1972
Homepong from Atari 1975
Atari 2600 1977
 

 
2nd Gen
Intellivision 1980
Colecovision 1980
Atari 5200
 
*Crash of 1983
 
3rd Gen
Famicon – Nintendo in Japan 1983
NES Nintendo 1985 61 mil
Sega master System 1986
Atari 7800
 
 
4th Gen
Gameboy Nintendo 1989 115 mil
 
Sega Genesis 1989 35 mil
Atari Lynx
Super famicon 1990
Super Nintendo 1991
 
 
5th Gen
Sony Playstation - 1994 100 mil
PS 2 2000 158 mil
 
6th Gen
Nintendo 64 1996
Sega Dreamcast
Microsoft Xbox 2001
 
Gameboy Advance 2001
Ganecube 2001
 
7th Gen
Playstation Portable PSP 2004
Nintendo DS
Nintendo Wii 2006 100 mil +
Xbox 360 2005 80 mil
PS 3 2006 80 mil
 
8th Gen
RDS 2011
PS 4 2013
Xbox 2013
 
9th Gen
Nintendo Switch 2017
Microsoft Xbox X & S 2020
Sony Playstation 5 2020
 
 
 
Failures –
Comodore CDTV 25k
Atari Jaguar 100k
Nintendo Virtual Boy 1995 770k
Sega Saturn 1999 9 mil ?
Wii U 2012 13 mil
 
 
More Info:
https://en.wikipedia.org/wiki/Magnavox_Odyssey
 
https://en.wikipedia.org/wiki/Nintendo_Entertainment_System
 
https://en.wikipedia.org/wiki/Atari_2600
 
 
Sources:
The Game Console 2.0: A Photographic History from Atari to Xbox by Evan Amos
https://www.amazon.com/Game-Console-2-0-Photographic-History/
https://nostarch.com/game-console-20
Revised and updated since the first edition’s celebrated 2018 release, The Game Console 2.0 is an even bigger archival collection of vividly detailed photos of more than 100 video-game consoles. This ultimate archive of gaming history spans five decades and nine distinct generations, chronologically covering everything from market leaders to outright failures, and tracing the gaming industry’s rise, fall, and monumental resurgence.
The book’s 2nd edition features more classic game consoles and computers, a section on retro gaming in the modern era, and dozens of new entries — including super-rare finds, such the Unisonic Champion 2711, and the latest ninth-generation consoles. You’ll find coverage of legendary systems like the Magnavox Odyssey, Atari 2600, NES, and the Commodore 64; systems from the ‘90s and 2000s; modern consoles like the Nintendo Switch, Xbox Series X|S, and PlayStation 5; and consoles you never knew existed.
Get a unique peek at the hardware powering the world’s most iconic video-game systems with The Game Console 2.0 — the perfect gift for geeks of all stripes and every gamer’s must-have coffee-table book.
Author Bio 
Evan Amos is a video game photographer and historian, whose contributions to the public domain comprise the ultimate visual reference for every generation of consoles. His work has appeared in hundreds of articles, YouTube videos, and popular media outlets like Kotaku. He is also the creator and curator of the Vanamo Online Game Museum, home to the most accessible, widely used digital preservation archive in the video game realm.
 
Toys That Built America
https://www.history.com/shows/the-toys-that-built-america
 
How Super Mario Helped Nintendo Conquer the Video Game World
Originally a second banana character in 'Donkey Kong' in 1981, Mario went on to conquer the video game world.
 
https://www.history.com/news/super-mario-history-nintendo-donkey-kong-facts
excerpt:
"Donkey Kong" was a huge suc

Tech Stocks - How to Search + Market Sector + Compare Data
AZ TRT S05 EP17 (232) 4-28-2024 
 
What We Learned This Week:
Tech Stocks - Netflix, Microsoft, Google, FB, Tesla, Apple ... Market Sector, Leader vs Laggard, Cousin Theory How to Find Stocks - Search for comparative stocks Financials & Technical Analysis + Benchmarks  
 
Notes:
Market Sector – Rank the sectors, what sectors have the best stocks in the NASDAQ currently
Ex - Tech, Energy (oil), Consumer, Real Estate, Financials (banks) 
Sectors have subsectors – Tech has information technology
 

 
Bloomberg or IBD will list the top sectors, top stocks, stocks with best earnings, biggest movers in price, 52 week highs
Search for Market Sector with the highest Relative Strength (RSI) – stocks in that sector outperforming the index
Outperformance vs a benchmark index like the NASDAQ
 
Sample:
https://money.usnews.com/investing/articles/best-tech-stocks-to-buy-this-year
Inflation and elevated interest rates remain headwinds for tech earnings in the near term, however, making stock selection critical. Here are 10 of the best tech stocks to buy today, according to CFRA analysts:
STOCK
IMPLIED UPSIDE OVER APRIL 5 CLOSING PRICE
 
  Microsoft Corp. (MSFT)
6.9%
Apple Inc. (AAPL)
23.8%
Nvidia Corp. (NVDA)
13.6%
Broadcom Inc. (AVGO)
19.5%
Salesforce Inc. (CRM)
9.3%
Advanced Micro Devices Inc. (AMD)
17.4%
Adobe Inc. (ADBE)
29.9%
Accenture PLC (ACN)
16.2%
Intuit Inc. (INTU)
12.5%
International Business Machines Corp. (IBM)
14.2%
 
 
Cousin Strategy – stocks related to a leading stock, could be the supplier
Leader vs Laggard – what is the top stock in the top sector, vs the worst stock in the best sector
Leaders have strong fundamentals & growth
Laggards are stagnant, price is not moving or going down
 
Factors of Leaders: 1. Explosive Growth, 2. Brand Recognition, 3. Innovation – new products, 4. Financial Efficiency – ROE, & 5. Price – Price Action going up
 
Search for best stocks in best sectors
See what search shows, related news stories about stocks in same sector
Comparison Stocks – stocks in the same sector or industry, competitors sometimes
You are looking for a few stocks to be doing well in a sector, as a really good stock can carry other similar stocks
Search for Stocks with the highest Relative Strength
 
 
Fundamental Analysis -
Tech stocks tend to have a higher P/E Ratio, you pay more for growth stocks, they are rarely cheap. Look for low debt and sales growth.
Earnings growth or innovation (new products) move a tech stock price up
You want consistent upward trending earnings, quarter over quarter of 20%, also compare to prior year to look for 20% growth year over year in same quarter
High Interest rates can hurt tech stocks, and drive down the price of stocks
 
Technical Analysis –
Look for a sloping up trend on a chart, 45% angle, vs hyper unsustainable growth of a straight up 90% angle.
Stocks need time to bake and can consolidate for months in a range of $150 - $170 before breaking out to $250 over next few months.
 
 
 
 

Tech Topic:
https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
 
Best of Tech:
https://brt-show.libsyn.com/size/5/?search=best+of+tech
 
 
Investing Topic:
https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
 
 
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
 
 
Thanks for Listening.
Please Subscribe to the BRT Podcast.
 
 
AZ Tech Roundtable 2.0 with Matt Battaglia
The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business. 
AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving. 

ARK Invest Big Ideas 2024 Report -
AI, Robotics, Sequencing, Energy & Blockchain
AZ TRT S05 EP16 (231) 4-21-2024 
 
What We Learned This Week:
ARK Invest Big Ideas Report 2024 by Cathie Wood & Team Topics: AI, Robotics, Sequencing, Energy, & Blockchain Impact on technology, economy, & people’s lives Disruptive Innovation will be the driving force in society  
 
Topics: AI, Robotics, Sequencing, Energy, & Blockchain
 
From ARK Invest Website:
The Big Ideas report is a comprehensive study of disruptive technologies, with more than 160 pages of analysis. To learn more about the research, you can visit here.
 

 
https://ark-invest.com/big-ideas-2024
BIG IDEAS 2024
 
 
 
Technological Convergence:
Catalyzed by breakthroughs in artificial intelligence, the global equity market value associated with disruptive innovation could increase from 16% of the total[1] to more than 60% by 2030. As a result, the annualized equity return associated with disruptive innovation could exceed 40% during the next seven years, increasing its market capitalization from ~$19 trillion today to roughly $220 trillion by 2030.
60% The Global Equity Market Value Associated With Disruptive Innovation Could Increase To 60% By 2030
Artificial Intelligence: Scaling Global Intelligence And Redefining Work
The convergence of hardware and software could drive AI training costs down by 75% at an annual rate through 2030.
75% AI Training Costs Should Continue To Fall 75% Per Year
Bitcoin Allocation: Growing The Role Of Bitcoin In Investment Portfolios
During the last seven years, bitcoin’s annualized return has averaged ~44%, while that of other major assets has averaged 5.7%.
44% During The Last Seven Years, Bitcoin’s Annualized Return Has Averaged ~44%.
Bitcoin In 2023: Demonstrating Resilience And Recovery After Challenges In 2022
In 2023, bitcoin’s price surged 155%, reaching $827 billion in market cap.
$827B Bitcoin Reached $827 Billion In Market Cap In 2023
Smart Contracts: Powering The Internet-Native Financial System
If financial assets were to migrate to blockchain infrastructure at a rate similar to the adoption of the internet, and the take rates associated with decentralized financial services were a third those of traditional financial services, smart contracts could generate annual fees of more than $450 billion.
$450B Smart Contract Networks Could Generate Fees Of $450 Billion In 2030
Digital Consumers: Transitioning Toward Digital Leisure
According to ARK’s research, spending on digital leisure should take share from physical options and grow 19% at an annual rate during the next seven years, from $7 trillion in 2023 to $23 trillion in 2030.
$23T Spending On Digital Leisure Could Reach $23 Trillion In 2030
Digital Wallets: Closing The Loop With Two-Sided Networks
According to ARK’s research, closed loop consumer payments, merchant banking, and employee payroll/payments will increase select vertical software platforms' revenues by 22-33% at an annual rate during the next seven years, from $7 billion in 2023 to $27-$50 billion in 2030.[2]
$27B+ Digital Wallets Could Grow Select Vertical Software Platforms' Revenues to $27-$50 Billion In 2030
Precision Therapies: Curing Disease More Efficiently And Less Expensively
Based on ARK's research, the enterprise value of companies focused on precision therapies could appreciate 28% at an annual rate during the next seven years, from ~$820 billion in 2023 to ~$4.5 trillion by 2030.
$4.5T The Enterprise Value Of Companies Focused On Precision Therapies Could Reach $4.5 Trillion By 2030
Multiomic Tools & Technology: Translating Biological Insights Into Economic Value
According to ARK’s research, multiomic tools and technology could reduce research and development (R&D) spending per drug by more than 25%.
25% R&D Spending Could Decline By More Than 25% Thanks To Multiomic Tools And Techn