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Welcome to another shift of on-call sysadmin with Brett. And Brett. Each week we dive into the tech, security, and IT challenges impacting businesses today. Brought to you by Harvest IT Solutions, a partner where organizations get dependable expert help with technology. We've
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Here's a few things we have in store for you today.
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Secret AI usage in the workplace, Outlook search getting better, maybe, and VMware reverses course for entry-level users, and much more.
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What crazy things have you seen this week?
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Oh my God.
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Well, my favorite one of the week is that US air traffic control
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is starting to abandon floppy disks.
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Starting to?
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Starting to, yes.
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In 2026?
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In the year 2026, the FAA is beginning to phase out floppy disks.
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Starting to phase out.
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To what do they?
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Enterprise information display system where it displays like various console data from its
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air traffic control platform, operational information, alerts for managing flights, all that kind of stuff.
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And it is still today using floppy disks for those systems.
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Wow.
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That is crazy.
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Well, it seems like they're asking for $30 billion.
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For floppy disks?
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to get rid of the over, to get rid of this old technology and overhaul the systems, which, I'm not sure how many, how many of these systems they hit.
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Yeah, but that's a pretty big, I bet the most of the money though is not in hardware.
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It's going to be in
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digging up really old gray beard sys admins who know how to work these old systems to get them migrated to a modern platform.
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I bet the labor is the biggest component.
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Well, I wonder if that helps protect them in a way.
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Like, does that make them less vulnerable to vulnerabilities?
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Hey, that's a really good point.
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Yeah, I mean.
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Because it's so old.
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Well, I guess in theory, but maybe if they're networked together, geez, I bet.
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Claude would have a heyday going in and finding remote code execution vulnerabilities in a system that old.
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Yeah.
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I wonder if they still have the little like plastic floppy disk container with a little lock on it.
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The little Rolodex?
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Yeah.
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I bet they do.
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I bet they have to.
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Well, the reason they're doing it, and I mean, this shouldn't be the reason.
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This should have happened a long time ago, but they're having trouble
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finding parts and replacement components for systems this old, obviously.
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Yeah, So they're hoping to have a little over 400 sites completed by the end of 2028, which is still a couple of years out.
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But that's not even, I don't believe, the complete system overhaul.
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So man, we're still a ways out.
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And you know, I kind of get it because that's a pretty critical piece of infrastructure.
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And you definitely don't want to have any impact to service delivery for a system like that.
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So I imagine that there's extremely careful planning in getting a system with that much tech debt upgraded to something more modern.
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I don't think I would want to be on that team, though.
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That's a big, big lift.
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Yeah, I can only imagine.
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the amount, number, and length of meetings that go into planning for something like that.
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But finally, I guess.
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I mean.
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Good for them.
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I'm proud of them.
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I guess it speaks to the robust, how robust that technology is that it's lasted since, you know, the 80s or whatever when that was put in place that, hey, it was good enough to last 45 years, maybe.
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Maybe there's something to be said for they don't build it like they used to.
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So are you suggesting we all go back to floppy disks?
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I think so.
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Maybe so.
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Well, I mean, we had this conversation a long time ago, what, 10 years ago, the US nuclear arsenal was starting to retire its 8-inch floppy disks from the 70s.
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That was something that they were having to go through and it was going to take them a couple of years to get through.
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But not the 3 1/2 inch, not the 5 1/4, but the 8 inch original OG floppy disk was something that they were replacing in 2016.
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So yeah, that lasted 45 years or more.
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before they decided that, hey, maybe we can't buy any more floppies because nobody's manufacturing them anymore.
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We should replace this stuff.
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Yeah, really.
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You got to go scour eBay for old floppy disks.
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Yeah.
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You know, I bet they know that it needs to be replaced, but it's one of those things where, hey, if you're the guy that brings it up, you're the one that has to manage it.
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That's
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fair.
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You don't get fired by kicking the can down the road.
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You get fired by a project going south.
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So.
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Well, until it breaks and then who's to blame there?
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That's true.
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Yeah.
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100.
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Yeah.
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That's a really good point.
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Well, they're saying that for the new system, the air traffic control system, that a little over 1/3 of the systems were understandable just because they didn't have parts or funds to replace any of my gosh.
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I mean, where do you even go?
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Do you go to eBay?
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To find old floppy drives?
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You have to, I guess.
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You have to.
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Yeah.
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I mean, I guess that's the importance of donating your old e-waste.
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True.
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Yes.
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Or you could.
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your local air traffic control.
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Yeah.
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Or you could sit on it and try to sell it, you know, years down the road and make a fortune.
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That's true.
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Yep.
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Yeah.
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There's sometimes there's a bathtub in the bathtub curve and the price of
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server infrastructure components really expensive to begin with.
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They go down to near 0 after a short period and then maybe decades later, your investment will pay off.
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The new Beanie Babies.
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That's right.
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Maybe I need to start hoarding zip disks now for when that comes up.
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Is that what they're upgrading to from floppy to zip?
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I'm sure there's some critical infrastructure out there right now running on zip disks that in 10 years they're going to say, oh crap, we need to replace this.
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Well, here's another one that I saw this week was workers are increasingly looking for ways to hide their AI usage in the workplace.
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And not good at all.
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And this was
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a study that was done looking at Google search terms in the last year.
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So from September 2025 to September 2026, and there were hundreds over 160,000 times where somebody was searched for something similar to unblock AI or free AI, no sign up.
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Or how to delete my chat history.
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No, So employees are using AI whether or not there are controls in place that say that employees are allowed to use it.
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And that's something that I think should worry, I think any organization, especially for free ones.
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Free AI, no signup.
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Man, can you imagine what those companies are doing with the data that you, the spreadsheets, the
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The medical charts that are getting dropped into those systems.
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Yeah, that's not good.
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You definitely want to obviously restrict AI to some capacity, but like you said, people are going to use it regardless.
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It's better that you allow them to use it based on your parameters as opposed to them going to these free things and just throwing your data everywhere.
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Yeah.
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I mean, it's so I mean, if.
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Your company hasn't thought about it so far.
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Now's the time to do it.
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They were saying in the study period, searches for things like this is up almost 40% in one year.
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So AI tools are here and employees are using it, whether or not you have official tools in place for you to do it.
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So I mean, this just goes to show that, hey, concerns around governance, security,
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data for things that you put into an AI chatbot are as important as ever.
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And so it's time to get a handle on shadow AI usage in the workplace.
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Yeah.
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And I would bet even if like you don't have restrictions in place, but you at least like openly allow AI in some capacity, I bet that would cut down on some of this like free usage.
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Yeah, it would.
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So, I mean, really, here's where it's at, right?
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I mean, you've got to provide some sort of tool for employees to use, or at least at first gain an understanding of what tools are being used.
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Or what they want to use.
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Or what they want to use.
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Yeah.
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Or think they want to use.
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Right.
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and then understand the use cases that they have.
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And then at that point, you can determine how are you going to govern the data that goes into AI chat.
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Because the worst thing is for an employee to sign up for a free account for ChatGPT or Claude or Grok or whatever it happens to be, or deepseek, heaven forbid, you know, these unregulated Chinese providers.
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And
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any data, chat, spreadsheet, document, anything that you put into those, your acceptable use or your terms of service, tell them that they can use any data that you put in there for training of the chatbot.
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And that's the last thing you want is some proprietary company information being used as a reply to a future query into the chat bot.
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Yeah.
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I mean, especially when it's things like, financial data or medical information or, trade secrets, things like that.
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So
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and that goes to user training too, because even if you do have a paid version of whatever AI you're using, I mean, you still need to know not to tell it certain things or give it certain things.
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Yeah, I mean, that's a really good point.
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Things that can put your company at risk, like, you know, that we had talked about this a couple days ago is that, you know, we're starting to see more
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usage of it for things like contract review, because hey, if I can have Claude review it for free instead of going to my attorney and having them, charge me $15,000 to look at it and give me notes, I can spend a few tokens or not pay anything to have it do it or ask legal questions where your
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an e-mail or a phone call to your attorney would have a client privilege, attorney-client privilege.
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Anything you put into a chatbot like that is discoverable in it that's already been decided on.
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You know, there have been legal cases already where they say, hey, you do not have attorney-client privilege with ChatGPT.
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And so if you go in there and you admit to some wrongdoing, knowingly or not, that's something that if you get a lawsuit, they're going to discover that.
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And
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that's going to come back to bite you.
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So you've got to have that employee training and at least get the buy-in and understanding on why it's such a big deal that you really shouldn't go around the safeguards and just start putting company data anywhere and everywhere else that you can think of.
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And also there may be government regulation around it as well.
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So
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if you for HIPAA, I heard a story was talking with somebody about this was a doctor's office putting medical charts into a chat bot and having it do a summarization.
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I mean, that's absolutely not right.
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You're that's a that's a blatant HIPAA violation, at least in my opinion.
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And
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can get you in some serious trouble.
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And that can be, 15,000 or up to $75,000 fine per incident, per time that you do that.
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So there's probably going to be some regulatory rules that are going to come down around some of this stuff because we're playing catch up on its capability and where it's used and where the data goes and the controls around it.
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So
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the right thing to do is just to get ahead of it.
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And let's look at some enterprise plan that is designed to keep your company data proprietary and go from there.
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Yeah, and that's a whole another discussion there is around HIPAA, because yeah, it's a thing, but it's not really an enforced thing.
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And even if they were to add
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AI requirements in HIPAA, it's still not going to be enforced.
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So you can easily get around and just say, yeah, we do that for sure.
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Yeah.
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Well, I mean, that's another there's been rumors now where they may start doing HIPAA enforcement.
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Yeah, but I feel like I've heard that for three, four years now.
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So I have to, but you know, it's it may get to the point where you know, there's a tipping point.
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where something happens and then, okay, we've really, really, really got to crack down on it.
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Yeah.
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But I mean, how is that going to go down?
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Is it going to be like CMMC where we build it up for what, three, four years and then they kind of backtrack?
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They change too.
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Yeah, I don't know.
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whether they'll, they may come in and do like spot checks or they may have, I don't know.
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Maybe an anonymous reporting system would be something that could come up like the IRS has, right?
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So I don't know how that would play out, but there's got to be something because I know it's HIPAA non-compliance is just ramp.
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That's a whole nother topic is just rampant in the medical industry right now, especially with private practice.
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Yeah, definitely.
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how about some new Outlook search functionality?
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Does that sound good?
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I like good news every now and then.
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Tell me more.
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Let's hope it's going to be good news.
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So yeah, Microsoft came out and said that they're working on improving Outlook search across the board because I think, you know, it's a widespread meme and it's understood that Outlook search sucks.
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So they're introducing a few things.
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One of the things is better relevance.
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So
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Right now, and I don't know for the past year or two, I don't know how long they've had this functionality, but when you search, it gives your top or the top three results.
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And then below that, it starts with all the results in chronological order.
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So they're expanding that top three to include up to seven now.
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And that's based on how recent the message was, the sender, previous interactions with those messages.
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--> 17:28.994
So they're hoping to get more of what you're actually searching for in that top seven results.
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And then if not, you can drill down into the chronological list.
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They said they're still kind of tuning how much each thing lends to the relevance factor of those of the results there.
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So, you know, if how recent it was takes precedence over the sender,
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or interaction, they don't have a solid weight for each one of those things yet.
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So they're still kind of playing around with it.
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But as far as rollout for that part goes, it's available in Classic Outlook, Outlook on Web, New Outlook, even Outlook Mobile, and then Outlook for Mac is rolling out this month in November.
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Oh, good.
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I mean, I can attest to, I mean, I'm sure anybody that uses Outlook, how terrible the search functionality is in it.
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And I can, I'm can get completely behind getting better search results out of Outlook.
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For sure.
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Another, I think, simple thing that they're doing is if you search like the something or it something, it's
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Today, searching for the, so you get search results for the word the.
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So they're playing around with kind of removing that word from the search, I guess, unless you put it in quotations with whatever other words you're searching for.
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So that should improve things as well.
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Yeah, I mean, it kind of, I think it's kind of silly that was in there to begin with.
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And that kind of explains how bad or why a search was so terrible.
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I mean, I guess, I mean, sometimes you do need the word in your search, but I mean, for the most part, hopefully if you don't need it, you're not searching for that word because I don't know, my mind goes to searching keywords, not necessarily whole phrases or anything.
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Yeah.
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So, but they're also saying they're improving the overall speed and resiliency.
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So historically classic Outlook specifically has been using
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both cloud searching and the local Windows indexer search kind of in conjunction.
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So now they're trying to move more of the search functionality to cloud where there's more performance to actually do that searching directly on the server.
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And then if there's any sort of like
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slowness with your cloud connect or with your internet connection, or it's just taking too long for whatever reason, then it falls back to the local Windows index to pull those search results.
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Interesting.
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Yeah, they're saying that they're seeing speed improvements as much as 40% reduction in latency and from 4.5 seconds to 1.3 seconds.
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Nice.
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Okay.
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That's now available in classic Outlook.
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So go play around with search, see how much faster it is, if any, and hopefully it's better for you.
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Yeah, okay.
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And then I think the last cool thing that I think is interesting is in the calendar view.
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So you've always been able to search in your calendar, but the results show in just a regular list with the same kind of like highlighting in the word like you would in an e-mail.
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But rolling out in November for Outlook on Web and New Outlook, whenever you search in the calendar, it's also going to pull up results and highlight those results in the actual calendar view.
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So like the actual like squares of the event itself at the time, it'll highlight those.
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Well, that'll be good.
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Yeah.
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Excellent.
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Well, I needed some good news.
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I mean, it's good to see that new outlook is getting better.
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I know that, kind of when they first tried to roll it out and force everybody over to it, I don't think anybody was very happy with it.
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Yeah.
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I've been on it for about a year.
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And, you know, I'll say probably close to 99% plus of what I need to do is in the new outlook now.
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So, you know, I've gotten used to the simplified, I guess, if you'll call it that interface.
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But I think for the most part, 99% of the features I have are there and I'm glad they're making better.
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Yeah, I'd agree.
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I think I've been on, I forced myself on it about around the same time and I've been happy with it for a while now.
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Well, this is something that we finally have an answer on.
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You remember this over the last couple of weeks or month, maybe?
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where the grocery stores were sabotaged and they turned off refrigerators and freezers, which caused a bunch of food to spoil.
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And I think this happened in a bunch of French grocery stores, but also I think we had it at some military bases as well.
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the one specifically for the French grocery stores, France has officially come out and publicly blamed Iran
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for this attack.
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And it seems that they're calling out the IRGC specifically, as well as a few hacker front groups called Cyber Avengers and Cyber Insod Front.
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Cyber Avengers.
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Yeah, with a three instead of an E.
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--> 23:15.284
That's how you know they're a hacker group.
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So
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And they actually specifically called out a few people as well in the IRGC, which, if you don't recall, they targeted about 700 food distribution sites across France.
23:38.804 --> 23:49.364
They remotely got in and they turned on some defrost settings and they caused food to spoil and fires and all kinds of stuff.
23:50.374 --> 23:59.414
where 10s of millions of dollars worth of food losses were accounted for.
23:59.414 --> 24:08.134
So now it seems like they have done some investigation and they're publicly blaming Iran for it.
24:10.894 --> 24:14.614
Well, I mean, that's good that they hopefully caught the people, but
24:16.214 --> 24:18.774
Probably not.
24:18.774 --> 24:19.094
Yeah.
24:19.174 --> 24:21.654
I'd say they're probably going to keep at it.
24:22.054 --> 24:29.054
I mean, this just goes to show, I mean, you need to don't expose your controllers to the Internet.
24:29.414 --> 24:36.694
I guess the better question is, are they rolling back all that or adding protection to make sure that their stuff is not exposed?
24:36.854 --> 24:37.894
Poor security.
24:37.894 --> 24:40.214
I mean, it's just right.
24:40.214 --> 24:40.894
It doesn't make it.
24:40.894 --> 24:44.294
It doesn't make it better that they have poor cybersecurity, but
24:45.794 --> 24:50.754
I mean, it wouldn't have happened if they didn't have all these controllers exposed to the internet.
24:50.754 --> 24:53.314
So that's the 1st place to go.
24:53.314 --> 25:03.074
But the 2nd is, how do you go back now and get justice for 10s of millions of dollars of losses and fires?
25:04.344 --> 25:09.344
whatever else I that I guess remains to be seen and what France is willing to do about it.
25:09.744 --> 25:10.024
Yeah.
25:10.624 --> 25:15.824
Although that lost frozen pizza, frozen corn dogs, man, what a waste.
25:16.144 --> 25:16.464
Yep.
25:17.184 --> 25:17.584
Jeez.
25:18.664 --> 25:19.144
Bastards.
25:20.144 --> 25:20.704
I know, right?
25:22.064 --> 25:26.144
Well, let's stick to the hack train.
25:26.784 --> 25:26.944
Yeah.
25:27.464 --> 25:29.904
Because another RMM went down this week.
25:30.544 --> 25:31.024
Oh boy.
25:31.144 --> 25:32.784
Who's time enable?
25:33.904 --> 25:34.624
They're a big one.
25:35.664 --> 25:35.944
Yep.
25:35.984 --> 25:41.264
And I feel like they had stuff recently before this too, in the past couple of months.
25:41.424 --> 25:48.784
I think they've been in the news for the last couple of, yeah, I think about the last month, they had at least two incidents that we heard about.
25:51.104 --> 25:53.264
But I don't think that any of them were this
25:54.024 --> 25:55.384
impactful, I guess I'll say.
25:56.344 --> 25:56.584
Yeah.
25:56.584 --> 25:58.184
So it all started November 8th.
25:58.184 --> 26:12.104
Security researcher Sean Bales publicly disclosed more than 30 alleged zero-day vulnerabilities, which he says he found with some AI assistance, you know, as the trend goes.
26:12.424 --> 26:12.744
Right.
26:13.384 --> 26:13.944
Naturally.
26:14.424 --> 26:16.184
But 30, that's crazy.
26:17.894 --> 26:20.774
But he went straight to releasing it publicly.
26:20.774 --> 26:30.534
He posted a proof of concept of these exploits on his GitHub repo called Able to Shell to follow the trend of the two shell vulnerabilities.
26:32.294 --> 26:41.334
He said he tested these vulnerabilities against a pre-release version of in Central, but it likely affects a lot of earlier versions.
26:41.414 --> 26:47.254
So he said he did not privately notify Enable before this because
26:47.824 --> 26:56.544
He supposedly disclosed other vulnerabilities I found to enable like 5, six months ago, and they did nothing with it.
26:57.344 --> 27:00.504
He tried to reach out to them and say, hey, this is a problem.
27:00.504 --> 27:03.584
Here's the proof that this is a problem, and they did nothing.
27:03.584 --> 27:10.624
So this round, when he found all of these, he just went straight to public and that got their attention.
27:13.484 --> 27:21.964
Enabled ended up taking down their entire, all of their cloud instances up in Central for I think a total of close to 48 hours.
27:22.924 --> 27:33.164
As of November 11th, they said that they finally finished patching all of their cloud instances and they have a patch release for anybody on Prem.
27:35.284 --> 27:37.004
Man, that's scary.
27:37.164 --> 27:38.684
Yeah, I wonder if they're,
27:40.414 --> 27:44.094
will be any reports on if any data was breached at that time.
27:44.094 --> 27:47.374
I can only imagine that there had to have been if.
27:48.254 --> 27:52.094
I mean, Enable is saying they're saying no evidence as of right now.
27:52.094 --> 27:53.694
But yeah, you're right.
27:53.734 --> 27:54.934
It might come to like that.
27:55.374 --> 27:55.774
Yeah.
27:57.134 --> 27:59.134
Well, fingers crossed on that.
27:59.134 --> 28:04.654
But hopefully this get will get Enable's attention and take, you know, bug.
28:05.464 --> 28:12.024
reports, bug bounty reports a little more seriously, as should any software company these days.
28:12.024 --> 28:25.064
I know that it's getting more and more difficult to keep up with the number of reported bugs, especially when you've got AI, they can just churn through and find them at a breakneck pace, but that doesn't mean that you can ignore it because it will not go away.
28:25.544 --> 28:32.504
Yeah, but I mean, if they're there to help you, to help you find that, it's better for you to find it in a good way instead of a bad way.
28:32.584 --> 28:33.064
So
28:34.214 --> 28:38.654
take these submissions to heart and actually fix it before you get impacted.
28:39.014 --> 28:44.934
Yeah, I will say I don't really agree with the way that Sean went about disclosing it.
28:45.974 --> 28:53.574
I think he probably at least should have given them a week and say, you know, an ultimatum is better than just dropping a
proof of concept.
28:53.654 --> 28:54.854
It was 0 notice.
28:54.854 --> 28:55.494
I mean,
28:56.614 --> 28:57.454
That's fair.
28:57.454 --> 28:57.894
Yeah.
28:57.894 --> 29:04.134
I mean, I get his side too that, he tried that with previous ones and didn't get any response.
29:04.134 --> 29:09.854
So I guess this was his one week ultimatum for the other ones in addition to the new 30 ones.
29:10.174 --> 29:10.414
Yeah.
29:11.134 --> 29:21.854
I hope that trend doesn't continue because I mean, at least give some responsible disclosure notice, even if they're not going to take notice of it, even if the company's not going to acknowledge.
29:22.884 --> 29:26.244
I mean, then you have something to fall back on and say, hey, I told you so.
29:26.244 --> 29:27.044
You didn't do anything.
29:27.044 --> 29:27.764
It's your fault.
29:27.764 --> 29:31.044
Rather than just dumping something out there.
29:31.524 --> 29:31.724
Yeah.
29:32.404 --> 29:35.364
Is that, would that become a legal thing at this point?
29:35.924 --> 29:37.604
If you publicly disclosed?
29:37.644 --> 29:39.444
Probably could be, yes.
29:39.524 --> 29:39.804
Yeah.
29:40.164 --> 29:41.444
I'd be worried about it.
29:42.164 --> 29:47.524
That is a CYA thing where you tell them first and then they come back and yeah, that makes sense.
29:49.604 --> 29:52.484
Well, in the same vein, Linus Torvalds
29:52.884 --> 29:58.964
who you're, you know, is the creator of Linux, the operating system way going way, way back.
30:01.444 --> 30:12.164
He's saying that, hey, maybe we're starting to see the peak of AI prompted patch discovery or vulnerability discovery.
30:12.164 --> 30:14.404
I don't know if you saw this, but
30:18.774 --> 30:37.454
Let's see, was it OpenAI, I think, did a initiative where they took the Linux kernel and they trained their model on it and went and found some vulnerabilities in just the kernel, which is like the very, very core.
30:37.454 --> 30:40.094
It's a very small portion of the operating system.
30:40.414 --> 30:43.294
It's what does the lowest level tasks.
30:45.534 --> 30:46.814
And they found
30:47.774 --> 30:56.334
948 working local privilege escalation vulnerabilities in just, I think, a month or so.
30:57.374 --> 31:02.174
And so that's something that is, first of all, that's a crazy number.
31:02.734 --> 31:11.214
Second, I guess it's good that these things are getting found and then OpenAI is spending money to figure out patches and how to get those things fixed.
31:12.734 --> 31:16.654
But I think we, or at least Linus thinks
31:17.044 --> 31:26.204
that maybe we're at the peak of this and AI has started to discover the bulk of vulnerabilities in software.
31:26.204 --> 31:30.164
And once they get patched, maybe we'll start to see that number come down.
31:32.444 --> 31:35.844
And so I think this is a big maybe, right?
31:36.164 --> 31:44.124
Because as the models get smarter and smarter, they're going to start to discover more sophisticated ways to break software.
31:44.124 --> 31:44.404
And
31:44.934 --> 31:53.334
But on the other hand, if we start fixing the things that are blatantly wrong, maybe fewer things will be started in the future.
31:53.334 --> 31:55.334
So I would think so.
31:55.334 --> 31:55.574
Yeah.
31:55.654 --> 31:58.054
I don't know if it's like the peak.
31:58.054 --> 32:02.134
I feel like maybe if we are at the peak, it's going to be a semi-long lasting peak.
32:02.614 --> 32:02.814
Right.
32:02.894 --> 32:05.094
But plateau and then trail off.
32:05.254 --> 32:05.734
Right.
32:06.454 --> 32:06.734
Yeah.
32:06.734 --> 32:10.134
I mean, I think this is something I was talking about with you just briefly yesterday and.
32:10.614 --> 32:27.254
So I, of course, have no basis for it other than, the thought experiment of, hey, this just can't go on forever in, at least, in the model of how software works in my head.
32:27.254 --> 32:27.494
But
32:28.694 --> 32:30.054
Only time will tell.
32:30.534 --> 32:49.014
But what all these vibe coded stuff like is that going to immediately be patched for any of these found vulnerabilities or is it going to be using old, old code that is still vulnerable and then other AI is going to scan that, find the vulnerabilities and we're just in this like this circle.
32:49.334 --> 32:49.934
Endless loop.
32:49.934 --> 32:52.454
Yeah, I think you're right for
32:52.864 --> 32:58.144
Applications, I think the runway for this type of thing is a lot longer.
32:59.264 --> 33:05.904
But I would say hopefully for core systems going up, let's get Linux kernel, right?
33:05.904 --> 33:06.464
Let's get it.
33:07.184 --> 33:07.824
Start the bottom.
33:08.184 --> 33:21.024
And then, yeah, and then let's get to the actual operating system and then it's windowing interface and then, work our way up from there to applications, which, of course, everything is going to be
33:21.954 --> 33:23.234
Under the under the AI.
33:24.194 --> 33:26.994
for at least the foreseeable future.
33:26.994 --> 33:34.914
So yeah, I'm hoping that at least for core systems like that, maybe we've hopefully seen the peak of it.
33:36.834 --> 33:39.154
The rest of the year is just going to be anything to shell.
33:39.714 --> 33:41.554
Yes, that's probably true.
33:41.554 --> 33:41.794
Yeah.
33:42.834 --> 33:49.234
Well, this was something I thought was curious was that VMware
33:50.294 --> 33:57.334
is reintroducing their low end server virtualization platform and they're calling it vSphere Express.
33:58.054 --> 34:02.774
So this is for systems that run on up to 128 processor cores.
34:03.334 --> 34:17.814
They really didn't fit into even like the essentials, the old going way back to the old VMware, VMware essentials where it would be like you're limited to three nodes and six processors, six physical sockets.
34:20.014 --> 34:32.094
this they're actually limiting it to 128 processor cores and they're also limiting down the number of features that it has.
34:32.574 --> 34:40.374
So
similar back to where you just had the essentials are standard with an X number of servers.
34:40.374 --> 34:42.814
So instead of forcing
34:43.264 --> 34:49.984
into the high end products where you have vSphere Foundation Enterprise or vSphere Cloud Foundation.
34:52.064 --> 34:54.784
This is a more basic entry level product.
34:54.784 --> 34:58.544
So the way they announced it was like, oh, this is a new thing.
34:58.544 --> 34:59.744
Well, it's not really.
35:00.144 --> 35:05.344
They took it away, realized everybody threw a fit about it, and then now they're bringing it back.
35:05.344 --> 35:08.144
So, you know, I think on the one hand, it's
35:08.764 --> 35:19.324
good because people that are stuck with VMware, this gives them a way to have a lower cost subscription to stay with VMware.
35:20.044 --> 35:31.164
But on the other hand, I think Rotom has burned so much goodwill with VMware users that I don't know, this may be too little too late for anybody to accept.
35:31.724 --> 35:32.364
Absolutely.
35:32.764 --> 35:34.444
I think so.
35:34.444 --> 35:35.644
I think it's too late.
35:35.644 --> 35:37.244
I think there is an argument that
35:37.724 --> 35:48.364
if you are actually stuck with VMware and you don't have a good way to migrate off of them and you have to get something, this is I think a valid answer and a good answer.
35:48.404 --> 35:50.204
I'm glad that they're bringing something back.
35:50.684 --> 35:53.004
I mean, that's true.
35:53.084 --> 36:04.204
I think if I was in a position where I was not able to, if I was currently coming up on my subscription end and not able to migrate off in the near term,
36:04.684 --> 36:13.244
that may be a way to extend your runway out in a more cost-effective manner than having to go to the more expensive packages.
36:14.524 --> 36:19.964
I would still be after my next renewal planning on being off of it completely.
36:19.964 --> 36:25.804
I think just the trust in VMware or in Broadcom specifically
36:26.574 --> 36:32.254
as a vendor is just so completely diminished that I don't I think this is way too little too late.
36:32.734 --> 36:33.294
I agree.
36:33.454 --> 36:40.414
But is this like who's to say they're not going to start completely backtracking and get back to the old ways?
36:43.164 --> 36:46.044
I don't think so.
36:46.844 --> 36:55.084
I can't, I don't see a way where, especially I don't see a way where they would go back to perpetual license with maintenance renewals, things like that.
36:55.804 --> 36:58.684
I think it's, I think they're permanently stuck on subscription.
36:59.404 --> 37:01.564
Yeah, I agree there.
37:03.224 --> 37:11.864
that this is a cash extraction enterprise and not a long-term investment endeavor.
37:13.024 --> 37:21.064
Because I mean, the way that they are looking at this is that they even came out and said, hey, we're going to focus on our top 600 clients.
37:22.304 --> 37:24.184
Anybody smaller than that, we're just going to dump.
37:24.184 --> 37:28.024
We're going to get rid of all of our distributors, resellers.
37:28.444 --> 37:33.404
the entire sales channel just evaporated within months of the purchase.
37:36.364 --> 37:47.484
And then they get rid of the things like, individual use where they're free ESXI, the free virtualization platform, that went away.
37:47.884 --> 37:55.724
And then they got rid of the VMUG Advantage program where somebody who was using
37:56.814 --> 38:03.654
I mean, they would pay $200 a year and they could use any of the products for learning purposes on their own individually.
38:03.654 --> 38:13.294
And they changed that and said, in order to get access to that, now you have to be certified in our program in order to have access, which, I mean, that's just crazy.
38:13.294 --> 38:16.254
How do you get certified if you can't practice with anything?
38:17.534 --> 38:23.134
But then also, where does your pipeline from entry level kind of on-ramp clients go?
38:23.884 --> 38:32.844
if there's nobody using the entry-level product to grow into the big boy products as they expand.
38:33.564 --> 38:38.924
So it's like they've just burned every bridge in all directions.
38:39.084 --> 38:47.244
And I just don't see a way back for VMware, Broadcom in any meaningful capacity.
38:50.604 --> 38:51.404
I know that
38:51.824 --> 39:03.664
It feels like that's an emotional, reaction to all this, but I think it's also logical in that they've done the same thing with, computer associates when Broadcom bought them.
39:03.664 --> 39:07.104
They've done the same thing with Symantec when they were bought.
39:07.824 --> 39:14.784
They did the same thing with, what was it, Avago, any of their products like that.
39:14.784 --> 39:20.864
It's, they are maximal cash extraction, do as little
39:21.924 --> 39:28.084
research and development, fire all of the salespeople to reduce cash expenditure.
39:28.244 --> 39:31.044
Like this is, that's, this is just Broadcom's MOO.
39:31.764 --> 39:36.884
Well, I mean, their response right now by releasing this vSphere Express seems kind of emotional.
39:36.884 --> 39:39.204
Like, are they panicking right now and realizing that?
39:39.204 --> 39:41.204
I think it's an, I think it's internal panic.
39:41.204 --> 39:41.524
Yeah.
39:42.404 --> 39:45.764
I think they're like, oh shoot, we went too far.
39:45.764 --> 39:46.804
How can we correct?
39:48.794 --> 39:49.794
But it's too late.
39:50.074 --> 39:50.754
It's too late.
39:50.914 --> 39:51.114
Yeah.
39:52.434 --> 39:53.474
You done screwed it up.
39:57.234 --> 39:57.474
Yeah.
39:57.474 --> 40:04.794
So I think it was a fairly large miscalculation on their part, at least in the long term.
40:04.794 --> 40:08.114
Now I know that the revenue year over year is just massively increased.
40:08.514 --> 40:17.874
Obviously, when you've got a capture audience of people that cannot leave immediately, you're going to have some of that, especially when you're increasing prices.
40:18.544 --> 40:21.744
5,
10, 20x over what they were paying before.
40:23.824 --> 40:32.704
But that's not a long-term sustainable, in my opinion, long-term sustainable business model.
40:32.704 --> 40:37.824
If you want to keep people on your product or gain new users, I can't imagine anybody
40:39.514 --> 40:44.554
who has decided that, hey, maybe we should look at VMware.
40:44.634 --> 40:47.954
I don't think any of that has happened since the Broadcom acquisition.
40:47.954 --> 40:53.354
And I cannot imagine anybody has decided to migrate to VMware platform.
40:53.914 --> 40:54.114
Yeah.
40:54.634 --> 40:59.434
And I'm sure those big players that they're betting on, I'm sure they're still planning to migrate.
40:59.474 --> 41:04.874
And, you know, years down the road, yes, but at some point I'm sure they're thinking about that.
41:05.844 --> 41:15.684
and especially when, back in, August, VMware had some tools called VDDK, which was a migration tool.
41:16.564 --> 41:21.684
It's like a way to get your virtual disks out of VMware and onto other platforms.
41:22.644 --> 41:30.724
They pulled that and they pulled it from public, they pulled it from their clients, and only partners now have access to
41:31.954 --> 41:36.514
that tool, which is crazy because there are barely any partners any longer.
41:36.834 --> 41:36.994
Right.
41:36.994 --> 41:38.114
Nobody's a partner now.
41:38.314 --> 41:38.434
Yeah.
41:38.874 --> 41:39.194
And so.
41:39.794 --> 41:41.074
Such a jerk move.
41:41.394 --> 41:43.474
I know they're saying, well, people are leaving so fast.
41:43.474 --> 41:47.954
Let's pull the tools that people are using to do it and which is forced now.
41:49.354 --> 41:57.954
There's open source projects where there's one called Open VDK that somebody has released open source.
42:01.054 --> 42:06.414
which allows the same functionality for VMs to get migrated to another platform.
42:06.894 --> 42:10.854
And funny enough, it's way faster.
42:10.854 --> 42:19.774
It's more than twice as fast as doing a real apples to apples comparison on migrating a disk over twice as fast is impressive.
42:21.054 --> 42:25.934
So that just goes to show how much effort was being put into these tools to begin with.
42:26.974 --> 42:28.894
Well, I'm sure that their tools haven't been
42:29.484 --> 42:30.924
developed on in years.
42:31.404 --> 42:32.364
yeah, yep.
42:34.884 --> 42:36.004
Broadcom is definitely not.
42:36.004 --> 42:37.564
And is this Open VDK?
42:37.644 --> 42:40.364
I'm sure it's mostly AI.
42:41.404 --> 42:42.284
You know, I'm not sure.
42:42.284 --> 42:45.004
I think he had been working on it for a little while.
42:46.364 --> 42:55.644
I can only imagine that really any software development going on these days has some sort of AI going into the development life cycle.
42:56.764 --> 42:58.124
But I'm not sure that it's
42:58.624 --> 43:00.704
specifically says one way or the other.
43:03.344 --> 43:04.784
But if you're looking for...
43:07.424 --> 43:11.824
Yeah, and the interface looks pretty bog standard AI generated.
43:13.184 --> 43:23.184
But yeah, if you're looking on a way to get off of it and on a Proxmox or some other platform, open standards platform disk, this may be the way to do it now that VMware has pulled those tools.
43:24.224 --> 43:26.904
There's even a V2K migrate utility.
43:26.904 --> 43:27.744
That's nice.
43:31.194 --> 43:31.674
Very cool.
43:35.114 --> 43:46.794
in the same vein of industry behemoths, AMD is on track to overtake Intel as the largest x86 manufacturer.
43:47.434 --> 43:53.354
And I think that's largely driven by data center CPUs.
43:54.904 --> 44:12.664
And what they're saying this last year, AMD's revenue is up 97% year over year in the data center market, which is just insane to double your market share or not double your market share, but double your revenue in one year is crazy.
44:12.824 --> 44:23.664
And they're saying they are looking to or expecting to jump from 13.4 billion in revenue to
44:23.874 --> 44:26.034
17 billion of revenue next quarter.
44:26.754 --> 44:37.714
So yeah, that's a pretty big jump and just goes to show, I mean, Intel forever.
44:37.714 --> 44:43.314
Nobody thought Intel could fall from the top position and it just seems that they have.
44:45.754 --> 44:48.834
They had a luck for their money back in what Athlon XP days.
44:49.234 --> 44:50.034
Yeah, that's true.
44:50.074 --> 44:50.754
That's true.
44:52.114 --> 44:55.434
they just couldn't keep up with when bulldozer CPUs came out.
44:56.354 --> 45:02.274
Kind of that era is just terrible performance and they couldn't compete in the high end, at least in the desktop market.
45:02.834 --> 45:08.554
And so yeah, that just took them a while to come back with the Zen line of CPUs.
45:08.554 --> 45:10.994
And this has been a good number of years.
45:11.314 --> 45:16.674
Zen 6 is just released this week, yesterday or so, they've formally announced.
45:17.314 --> 45:19.394
I think large data centers have been on it for a good while.
45:19.924 --> 45:35.044
testing out, finding the bugs, looking at the performance, but 256 core processors are now in the market, which is just insane, or for CPU, for server CPUs.
45:36.884 --> 45:45.764
But they're saying though they lost, sales on the gaming segment,
45:49.084 --> 45:51.244
I think they were down 8% in that segment.
45:51.244 --> 45:54.484
And I would say that's probably due to the price of memory.
45:54.484 --> 46:02.084
Just everything is so much more expensive that those buyers are going to be way more sensitive than the data center segment is.
46:04.164 --> 46:08.964
But despite that, their sales are just way up.
46:08.964 --> 46:15.844
And I think AMD is at least expecting to surpass Intel next quarter is I think what they're saying.
46:17.254 --> 46:20.534
That'll be an interesting read if that happens.
46:21.014 --> 46:21.174
Yeah.
46:21.574 --> 46:24.934
Are they ever going to get in the SOC market for like phones?
46:26.134 --> 46:27.734
Yeah, that's a really good question.
46:27.734 --> 46:42.694
I would wonder that they may have to come in and license, get an ARM license to be able to do that unless they want to get into something really obscure and go the RISC-V architecture.
46:44.774 --> 46:47.654
Yeah, we'll see.
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I mean, I know that they're kind of got their hands full with the AI market, GPUs and data center systems to fulfill those, that demand.
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And I'd be willing to bet that it probably not for this foreseeable future while they've got
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The gigantic cash cow that is AI in front of them right now.
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Yeah, that makes sense.
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That's where all the money is going to go to mobile phones and stuff like that.
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Yeah.
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I mean, they've been expanding into other segments.
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I think they've just recently gotten into the networking, the high end networking part of it.
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And they acquired Xilinx, which is a FPGA provider.
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And they've got
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kind of some bigger systems around doing machine vision and things like that in those segments.
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But I think it'll be interesting to see what happens over the next year or so.
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But I think they've been in a, they're in a really good position.
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I mean, they deserve it.
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Their products have outperformed and been cheaper than Intel.
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And so I think they've put themselves in a really, really good position and hopefully they can maintain
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maintain their upward trend.
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Yeah, I'm rooting for them.
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Yeah, I just wish we could see their products more easily available in commercial systems for desktop.
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I think that's one thing that I've had, there's just not as many laptops or desktops for consumer or workplace than there has been Intel even.
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through this uptick and uptrend in their market share.
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So that's one thing that I personally would look forward to is hopefully a lot of this stuff trickles down into the consumer market.
48:51.204 --> 48:55.684
Well, and are you talking like OEM builds or like build your own kind of stuff?
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OEM builds.
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I think AMD has been very, very strong in the DIY market.
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for a number of years, just because they've been on top, I think probably the last three or four years, they've kind of been the top dog for desktop CPU performance and in laptop as well.
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There's just not as many of them as have been Intel systems.
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And I think part of that, I don't know if you remember this from a few years back.
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I think this may be going pre-COVID, maybe 2018 or so.
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it came around that Intel was paying Dell under the table to exclusively use Intel CPUs in their products.
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And there was a huge multi-million dollar, I think it was $100 million judgment finally after everything, after all the dust settles that AMD won against Intel to
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settle that for those underhanded payments to Dell.
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And that's why we didn't see those systems from that OEM for a while.
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And I wonder if it's just taken this long for them to get the development for an AMD system
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back through the complete engineering life cycle.
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And now we're starting to see them more and more, at least from that, at least from Dell.
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So.
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Yeah.
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So really it's a more of an OEM problem, if anything.
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Yeah.
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And you know, part of it may have been, you know, can AMD manufacture these CPUs in enough quantity to be able to meet the demand of a large OEM like that?
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And that's why it maybe stayed in the
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smaller segments like gaming desktops and DIY market.
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And so that may have been part of it, but underhanded payments from Intel to keep their products exclusive surely didn't help.
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Yeah.
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But anyway, well, thanks for joining us for, shoot.
51:17.364 --> 51:19.924
But anyway, thanks for joining us for another shift.
51:20.314 --> 51:24.474
One thing we've learned over the years is that technology works best when you've got the right team behind it.
51:25.034 --> 51:34.234
And if you've got questions about your IT strategy, security, or business technology, connect with us at harvestitsolutions.com or through the link in the description.
51:34.714 --> 51:35.914
We'll catch you on the next shift.
51:36.954 --> 51:37.234
See you.
51:37.914 --> 51:38.314
Bye.