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Welcome to What To Expect When You're Connecting a podcast for IoT professionals, ampy iot Curious, who find themselves responsible for growing, executing, or educating others about the challenges with connecting products and services to the internet.
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You'll learn from industry experts who understand those challenges deeply and what they've done to overcome that.
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Now for your host, Ryan Carlson.
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Welcome back to What to Expect When You're Connecting.
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We're here with Conrad Clemson, the CEO of Edge Beam Wireless, and this is gonna be a new topic, for everyone that's heard this.
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We've talked wifi, we've talked Bluetooth, we've talked satellite, we've talked more than enough cellular, we're talking about.
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Broadcast signal.
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So Conrad, thanks for coming in and telling us about the connectivity journey that Edge Beam is on and how you're doing something new delivering data over the airwaves.
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Ryan, happy to he be here.
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Happy to be a partner of Soracom.
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And, look, we're doing some, we're doing some cool stuff, I think here at Edge Beam.
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The way I like to tell our story more than anything else.
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I think one of the things I really like is, if we go back, if we go back over the last 10, 15 years, the story of the last mile of wireless hasn't changed, right?
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Whether it's the Verizon guy, can you hear me now?
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Or Billy Bob Thornton.
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I don't know where I am, but I got signal it, it's the same story.
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Coverage is better.
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I can go faster.
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I'm cheaper.
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Buy my stuff.
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At Edge Beam.
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we're doing something fundamentally different because we've got a very unique network topology, and it becomes really powerful, especially when we're partnering with Soracom.
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I wanna break this down a little bit because we've seen, new network topologies that are there for, delivering data.
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we've had, there's big LoRaWAN like Sig Fox.
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Where they're putting up repeaters and there's mesh networks and there's trying to bring the cost of delivering data down and increase the reach with radio technology that can push through more physical objects can deal with interference better, but you are using the same technology that someone's, high definition television is gonna receive a picture signal.
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Yeah, that's exactly right.
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And one of the cool things that I like about this is we start with, Hey, what does it cost to build a Nationwide 5G network today?
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And we
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A lot.
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Yikes.
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It's a lot, right?
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Hey, I have a network that already exists.
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And the other thing that's really cool about our network is, imagine I live in Boston.
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Imagine we're driving outta Boston as you're driving out on the main highway outta the city.
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Every couple of miles we see those cell phone towers.
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Why?
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It's about as far as they reach.
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Like you look around in the hills of Boston at least, and you'll find two hills in Boston that have a handful of TV towers, and that covers the whole city.
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And that level of capital efficiency is something that we think is pretty unique to us.
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One signal coming from one tower that covers an entire city.
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The question that makes you ask though is you look and go, wow, so how are we gonna use this?
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And what is it about this thing that.
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Actually does something good other than, hey, it's very capital efficient.
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the thing that we are uniquely good at is when you have a piece of content you want to take to a lot of places, right?
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A classic broadcast or as we'd say in the data world, a multicast signal.
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If you stop and think about it for a second, we know a few things about the internet.
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We know most of the traffic is downstream, not upstream.
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We know today, actually most of the traffic is video and LLM and code updates.
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Gosh, those are all things that play right into our wheelhouse.
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Think about a, think about the problem of updating software to a car, right?
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Today, if you have a million cars in Boston, you need, and you need to update each of them with new software.
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You do a million downloads.
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Wow, that's a lot of downloads to download one piece of software.
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do it one time and we hit every car in Boston.
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That kind of efficiency really good for our end customers.
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It's really good for the people who are trying to get that data out to those end customers.
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Quite frankly, it's just great for the Last Mile Network.
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If we looked and said, Hey, we're gonna use up 80% of the edge of a network.
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To transmit a high value sporting event like Thursday Night Football.
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You go, wait a second.
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It's one video stream.
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would we do that?
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We go, the truth is we do it'cause it's easier.
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now as we start to think about what a true critical asset the edge of the network is, got a much better way to do that.
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And that's what we're doing here at Edge Beam.
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I think what we're talking about too is applications in which you are not just trying to, set up a, let's say it's some sort of like pipeline to a, commercial facility where you need to move a whole lot of data, but instead it's a distributed network of things like, like smart signs, right?
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Like we drive down the interstate, we see signs that are all digital displays now, right?
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The vast majority of the asset is downloading those video files.
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And what we do know is that those same systems just send a keep alive signal.
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Or, or an acknowledgement of download received.
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And then you can, push your settings, changes the, new advertising.
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Anything along those lines.
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I need you to help me address my own ignorance around next generation uses of broadcast radio signals.
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My understanding, and I think I'm right, is that my TV can only ingest a signal.
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I can't send back to, CBS or NBC.
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At least I hope not.
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Yeah, that's a good thing,
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right, right, right.
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So what is this last mile, infrastructure look like?
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I'd love to hear why hasn't anyone done this before, what is it that you're doing that's unique to address these multicast?
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Essentially fleet deployments of things like smart signs or vehicles or things like that.
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Smart signs, vehicles, precision, navigation.
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Those are all great examples, and let's do one or two of those examples and then we can use that to break down and go, gee, how does this really work.
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Yeah.
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Walk me through the path of the data, but also like where it all started.
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So think about two interesting use cases with digital signage.
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Sometimes, especially if you're in the, the New York subway system, you'll see the subway going down the train, and there are these digital signs that are actually in the wall.
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And as you look, message is traveling with you.
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So what's really happening there is you've got a series of digital signs and you're taking the exact same picture frame, and you're basically transposing it as you move.
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That means all of these signs have the exact same file.
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Oh wait, we already talked about that problem, We're a perfect dancer for that.
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a second use case.
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You're walking through a mall and you see all these digital kiosks.
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Something you probably don't know is that most of those kiosks actually have a camera.
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So they can look out and they can go, oh, I have three teenage kids standing in front of me.
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Gee, I'm probably not gonna show the Budweiser commercial.
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Maybe I'm gonna show the, I don't know what it is today.
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Teenage Ninja Mutant Turtle commercial.
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Or likewise.
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Hey, I've got six middle aged men sitting in front of me.
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Save the turtles, put the Budweiser ad
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Did you know that it was 24 years ago Minority Report already predicted this when Tom Cruise is a.
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Walking down in the movie and the sign says, he had to swap out his eyes for someone else.
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And it's like Mr.
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Yamamoto, we've got jeans just in your size as he's standing in front of a digital display, right?
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Like years ago.
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So this is a whole idea of like science fiction predicting where things are going.
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So you now, you're helping deliver on a solution that is only limited by its ability to get bandwidth.
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It's exactly right.
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That's exactly right.
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Now you hit on one of the really interesting points though, and let's talk about that one, right?
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Because this is also where I think our partnership with Soracom comes together as well.
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I have this great infrastructure.
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goes in one direction.
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I go out.
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what we've actually done here At Edge Beam is we've created what I sort of lovingly describe as a set of magic devices and these devices.
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When you look at the host side, hey, it just looks like a host adapter.
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Gosh, in this day and age, every single host goes, oh.
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You're a connection to the internet.
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I know how to use you
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Yep.
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What we've done is on the backside, we have two radios.
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One of those radios is an ATSC receiver that gets the big download payload.
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the other radio is a 4G 5G radio, by the way.
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And our card has a nice Soracom eSIM on it.
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Which now gives us a connection to the cellular network.
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So we use the cellular network for control signaling Act nac.
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I got it.
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I didn't get it.
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Here's a check sum retransmit.
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And then we use our mainline ATSC to transmit those big heavy payloads.
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And when we put these things together, we look and we go, gee, we run a network.
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But we're not really a mobile network operator.
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Hey, we're connected to a cellular network, but we're not really a mobile virtual network operator.
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We're something in between.
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what we would call a hybrid network operator.
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And when we bring these two things together, what I'm able to do is to take a television network make it work like the internet
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Yeah.
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And we have all the standard protocols, like we don't have to invent any of this stuff.
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The internet knows how to do reliable multicast The internet knows how to do UDP and FTP.
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We can, we bring all those protocols to bear.
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We just now implemented in a very unique topology that creates massive, potential for efficiency.
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I was gonna ask then, a Skylo's satellite system, anyone can point their antenna and pull down the signal, but it's the SIM that's providing the authentication.
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That encrypted secure hardware module.
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And so is this the similar thing like, signs get access to the feed.
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Like it,'cause you're not, it's being beamed all over the place.
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It's not unidirectional.
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Right.
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And so that sign with that SIM it, it's, it probably, unlocks the keys to decrypt the signal and then get access and pull down the assets.
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a, there's there.
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So the, it, it ultimately creates a very secure network,
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Yeah.
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I think as we know, satellite and cellular, look, look, I think we've done a reasonable job of creating secure transmission protocols.
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We've got good solid encryption, you've got rotating keys, all of those things are well understood.
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There's one other interesting variant that I would add here, which is a little bit unique for us, which is if you follow our air chain back and the source of the video, there's really an air gapping between our network and either the local area or the wifi network or the open, sleazy easy internet out there, which gives us a really interesting opportunity to operate in highly secure environments.
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Put a digital kiosk into a bank branch.
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The last thing you want is that sign on the internal network of the
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Correct.
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Boy, we're air gapped all the way back, a source of our content.
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and we think with our environment.
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The other thing that is coming on the horizon is we've got both AI and quantum computing, and these are gonna put really extreme.
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New requirements onto security and security updates.
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Boy, we have the perfect network to be able to push out not just new keys and new encryption models, but in some cases in the post quantum world, we're gonna wanna be pushing down much bigger modules to help us keep that content safe from, new ways of cracking apart encryption.
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Help me understand.
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What kind of bandwidth constraints we're thinking about.
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What is the latency look like?
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And I know that TV is, it's 4K, sometimes eight K, high definition video assets, right?
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So I mean there's a ton of bandwidth in that frequency that you're dealing with.
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So what are you seeing for a device that just sees the internet as the internet, what kind of speeds is it looking at getting for pulling assets down?
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Yeah.
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What, so it's a little bit interesting too because, if you look at one of our individual feeds, you might see 25 to 50 megabits per second.
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We can bond channels together.
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But I would look and I go, that actually missed the point, right?
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The way to actually think about it is looking at that distribution mechanism versus what's actually happening at scale out there.
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Yeah.
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And let's go back to the football game for a second.
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Boy, you're putting out a, five to six megabit per second feed to a million homes.
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Wow.
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How much network bandwidth did we just use?
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We're using exabytes of edge bandwidth.
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To get that one thing out there.
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How much bandwidth do we require to get a five megabit feed to a million homes?
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Five megabits.
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That economy of scale, the thing to think about
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yeah.
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oh, I got the biggest smile in the world.
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I go, okay, that's interesting, whatever you're doing, and trying to take it out to a large number of places, and we go just.
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Just look at the denominator on the
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Oh my gosh,
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there, and that gives you our
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Conrad, you are blowing my mind.
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So what it's not.
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It's not the infotainment screen where kids in the van are picking which Nickelodeon show they wanna watch.
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It's the taxi cab that has got the display that every taxi cab in the entire fleet is showing this exact same feed of data, whether it's updates, screens, whatever.
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So it's not individual data sessions, but it's multicast.
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So it's.
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Multi-cast.
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Single device in my fleet is gonna be getting the exact same payload.
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so what you're just telling me there is from a cost perspective, I'm pushing a 50 megabyte update out to all my devices, rather than going out to start a remote session with 50 different devices all at 50 megabytes each, I'm doing one session for 50 megabytes.
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to N number of devices N is however many you have deployed within.
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many you have to deploy, Ryan.
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That's
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Oh my gosh, man.
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So you hit a great one back of cab,
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Yeah.
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Boy.
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Think about some of the public safety implications.
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Amber Alert.
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You can put that video incredibly efficiency in front of every public safety officer out there.
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imagine this.
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What if you could throw that same video on every billboard in the city?
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What if you could put that in the back of every cab as well?
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You want an capital amber capital alert?
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Now you've got the potential to get that out there and get that out there incredibly efficiently with a very rich experience around it.
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I've.
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Spent 20 years building devices, and it still comes down to when, in, in a hybrid scenario, it still comes down to bomb cost, right?
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Am I gonna add in a Bluetooth radio?
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Am I gonna add in an NFC reader?
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Am I gonna put in wifi?
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Yes or no?
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Are we gonna add a USB port for maintenance reasons, whatever.
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When we're talking about things like Bluetooth, it's such a mature set of electronics, the cost has come down astronomically over 20, 30 years.
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we're talking about televisions, sounds like to me, I don't know the answer, but that's one of those technologies where how many TVs are out in the world, right?
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Like already got quantity behind it.
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That's
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Larger, smaller than the bread box.
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Do I add wifi or do I add one of your, radios in there?
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Are we looking at a equitable cost or is it less
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Boy, so I would go to Equitable to Less.
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This is a consumer electronics play.
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And we're gonna
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I.
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consumer electronics, economies of scale and that works to our advantage.
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The other thing to think about is put it in the perspective of opportunity cost as well.
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Let me pick on cars for a second.
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Boy, one of the car manufacturers who we've been talking with, who builds a value automobile, They go, Hey, we're gonna make a car and we're gonna sell this car between 20 and$25,000.
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a sticker price.
00:16:38.669 --> 00:16:42.090
That car's gonna live out in the, in, in the wild for 10 to
00:16:42.442 --> 00:16:42.643
Yep.
00:16:43.440 --> 00:16:51.350
While it is doing that, here's what we know about once a month, we're gonna want to download a new software load to it.
00:16:51.799 --> 00:16:52.909
Think of that as a gigabyte.
00:16:53.975 --> 00:16:56.945
Typically about twice a quarter, we need to update our maps.
00:16:57.245 --> 00:17:06.964
Think about that as five gigabytes starting next year, we wanna start putting LLMs that we can download into these cars at least once a quarter.
00:17:07.414 --> 00:17:12.575
Boy, we do a little back of the envelope math and we go, I got a$25,000 car over the life of the car.
00:17:12.605 --> 00:17:19.825
Car's gonna cost me about 20 grand current technology to upgrade the, the software to this platform, non-starter.
00:17:20.829 --> 00:17:21.849
Right boy.
00:17:22.059 --> 00:17:23.684
Now apply our economics to it.
00:17:23.684 --> 00:17:25.480
And you go, what if we divide that number by four?
00:17:25.660 --> 00:17:26.539
Oh, now we're done.
00:17:26.690 --> 00:17:29.000
That's easy, Those are.
00:17:29.210 --> 00:17:34.789
And now, so now when you look and you go, Hey, we're not gonna talk to you necessarily even about the BOM cost.
00:17:35.089 --> 00:17:37.640
We're gonna look at total cost of ownership, number one.
00:17:37.970 --> 00:17:47.569
And number two, we're gonna talk to you about how you take a problem that is impossible to solve with today's communication technology and make it something where you go, it's a rounding error.
00:17:47.880 --> 00:17:54.508
I feel like we're talking about cold fusion for energy production compared to a coal power plant.
00:17:54.681 --> 00:17:56.911
Oh man, you're talking to a physicist.
00:17:56.921 --> 00:17:59.411
I can't possibly support cold fusion.
00:17:59.461 --> 00:17:59.760
Ryan.
00:17:59.760 --> 00:18:02.010
We'll just take plain old fusion, right?
00:18:02.144 --> 00:18:03.044
plain old fusion.
00:18:03.104 --> 00:18:03.523
Yeah.
00:18:03.614 --> 00:18:03.644
I.
00:18:04.020 --> 00:18:07.500
Plain old fusion, pour a little hydrogen in and you get the energy of a star.
00:18:07.780 --> 00:18:24.471
The thing that is just unique about our technology, and it takes just a second to think about this, but, for us, the most important or one of the most important points, and that's controlling the cost curve is every endpoint you add costs you zero in transmission costs.
00:18:26.884 --> 00:18:27.064
The,
00:18:27.486 --> 00:18:28.506
It is infinitely
00:18:28.564 --> 00:18:29.884
I understand this,
00:18:29.885 --> 00:18:30.125
by
00:18:30.183 --> 00:18:34.173
the capitalist in me is asking, what's your business model, right?
00:18:34.173 --> 00:18:37.203
Is it a hardware play with some backend data?
00:18:37.253 --> 00:18:38.784
This seems so good.
00:18:38.814 --> 00:18:40.058
This seems so good.
00:18:40.915 --> 00:18:43.976
So look, there's always there and it's a multi-layer story here, right?
00:18:43.976 --> 00:18:48.348
We're gonna come out, we're gonna come out as a communications company, and we'll say communications like anybody else
00:18:48.398 --> 00:18:48.608
Yep.
00:18:49.526 --> 00:19:00.445
one of the things that we've really tried to do is to recognize today that at least most of the customers who we're talking to, this is part of an overall business solution that's creating a business outcome.
00:19:00.836 --> 00:19:09.175
So the thing that we try to do is to move that conversation and go, listen, we have this real breakthrough technology that allows you to think about the problem differently.
00:19:09.625 --> 00:19:15.266
So let's take a look at that and talk about how we can drive a new and unique business outcome for you.
00:19:15.695 --> 00:19:18.635
Let's go back to our digital signage model for a second, right?
00:19:18.726 --> 00:19:25.490
And go, Hey, I could talk about what your data plan is gonna be to download stuff to your digital sign.
00:19:25.790 --> 00:19:26.961
That's not really interesting.
00:19:27.211 --> 00:19:29.921
We actually try to do is to put a circle around the whole solution and go, listen.
00:19:29.971 --> 00:19:39.145
We want to help you make more money on a monthly basis and raise your actual ARPU, for that particular digital signage.
00:19:39.355 --> 00:19:40.496
And as soon as we go and say, wait.
00:19:40.496 --> 00:19:41.635
You're gonna help me make more money?
00:19:41.635 --> 00:19:42.175
That's, yep.
00:19:42.355 --> 00:19:43.586
We're here to make money.
00:19:43.875 --> 00:19:49.155
Now all of a sudden we're having a problem about how we help the top line instead of saving money on the bottom line.
00:19:49.155 --> 00:19:54.556
And it's a much, much stronger sale, and it's a much stronger value proposition, quite frankly, to our customers.
00:19:55.479 --> 00:20:04.259
You're, you preaching the good gospel, which is, it's so hard to talk about cost savings or that commodity buy, right?
00:20:04.259 --> 00:20:06.628
It's a race to the bottom when it's when you're talking.
00:20:06.675 --> 00:20:07.449
to the Catch a falling
00:20:07.501 --> 00:20:16.436
And that's where, looking at companies like even what Soracom has done in the cellular space is, it's not even how low can I get the cost per megabit?
00:20:16.676 --> 00:20:23.767
But it's also all of the protocol translations and the, eliminating the TLS handshakes and some of the overhead.
00:20:23.767 --> 00:20:34.166
It's but you can just reduce how much data you have to send pay for over a digital by net a network, especially for like small sensors and stuff like that.
00:20:34.662 --> 00:20:36.342
About like 80 to 90%.
00:20:36.771 --> 00:20:41.321
It's not about the cost per megabyte when everyone else, that's the only variable that they've got.
00:20:41.352 --> 00:20:55.352
They literally, it's like cost per sim, cost per megabyte, but not, how can we, like completely eliminate things like, private APN, Like the cost of having all of that set up infrastructure for security.
00:20:55.622 --> 00:21:05.076
So talk to me, like I'm really excited about the idea, of you introducing this multicast, data distribution technology.
00:21:05.256 --> 00:21:07.786
So what does it look like to get started?
00:21:07.786 --> 00:21:11.036
Let's say I let's say I was a clear channel, right?
00:21:11.036 --> 00:21:14.215
And I own, and I've got hundreds of thousands of signs all over the Midwest.
00:21:14.321 --> 00:21:22.451
I am assuming I have to put a new electronics package or have my contract manufacturer, whomever integrate a new type of hybrid radio.
00:21:23.682 --> 00:21:26.229
Into my device or A gateway of some kind.
00:21:26.262 --> 00:21:32.613
Most of what we actually see Ryan in, in so particularly in the early applications that we're targeting right
00:21:32.625 --> 00:21:32.925
Yep,
00:21:33.002 --> 00:21:33.153
this is.
00:21:34.442 --> 00:21:35.313
Pick out a card.
00:21:35.462 --> 00:21:36.323
Maybe it's an M2
00:21:36.500 --> 00:21:36.790
Okay.
00:21:37.202 --> 00:21:37.472
right?
00:21:37.682 --> 00:21:38.613
Put in our card.
00:21:38.883 --> 00:21:41.823
That's another M2 card that's just got a different set of
00:21:41.833 --> 00:21:42.373
radios
00:21:42.443 --> 00:21:43.163
you're good to go.
00:21:43.584 --> 00:21:43.943
That's it.
00:21:44.153 --> 00:21:44.604
You're done,
00:21:44.676 --> 00:21:47.317
the device sees it as IP traffic and.
00:21:47.693 --> 00:21:49.163
device is IP traffic.
00:21:49.324 --> 00:21:50.634
The look, look, the host device
00:21:50.777 --> 00:21:51.436
Oh my gosh.
00:21:51.483 --> 00:21:52.743
what the backend is and doesn't really
00:21:53.146 --> 00:21:53.596
You're right.
00:21:53.653 --> 00:21:57.193
and then as we think about how does that change the business model for our clients?
00:21:57.193 --> 00:21:59.653
Our clients usually go, what's it cost per gig?
00:22:00.923 --> 00:22:02.898
I need to know, what's your five gig?
00:22:02.898 --> 00:22:03.919
What's your 10 gig package?
00:22:04.128 --> 00:22:06.378
Look, we just come in and go, you're digital signage customer.
00:22:06.378 --> 00:22:07.189
This is your cost per month.
00:22:08.239 --> 00:22:08.398
We're done.
00:22:09.544 --> 00:22:17.574
Flat and there's that sounds a little glib, but what we're actually doing is we're transferring risk away from the end customer.
00:22:17.844 --> 00:22:22.973
'cause the end customer goes, look, maybe I have a big month and I loaded 200 ads instead of 100 add.
00:22:23.243 --> 00:22:27.354
Boom, my cost went up because I had to transmit so much more data.
00:22:28.227 --> 00:22:29.176
We're going to our client
00:22:29.606 --> 00:22:29.987
in this
00:22:29.987 --> 00:22:30.547
marketplace.
00:22:30.894 --> 00:22:35.304
We understand your business and we're gonna give you a flat rate cost.
00:22:36.217 --> 00:22:36.426
Yeah.
00:22:36.487 --> 00:22:42.366
You're describing value-based pricing in healthcare, is instead of paying per service.
00:22:43.821 --> 00:22:49.821
Keep this person healthy by doing all the preventative things and we'll pay you this much per year to a provider, right?
00:22:49.902 --> 00:22:56.882
Diabetics or, so you just, you're gonna do all of the things that statistically reduces the risk by a significantly.
00:22:57.221 --> 00:23:00.531
Like a clinical margin, for the patient outcome.
00:23:00.531 --> 00:23:02.251
And what you're talking about is the business outcomes.
00:23:02.301 --> 00:23:04.021
Okay, as a company, you're what?
00:23:04.021 --> 00:23:12.332
Spending$1.2 million a year or a quarter on just transmissions, here's my flat rate and
00:23:12.489 --> 00:23:12.939
That's right.
00:23:13.231 --> 00:23:13.682
all you want.
00:23:14.582 --> 00:23:14.701
It's
00:23:14.711 --> 00:23:15.011
yeah.
00:23:15.365 --> 00:23:22.275
you're just, you know how much they're spending and so you can, you're not even having to have the conversation about cost per megabyte.
00:23:23.602 --> 00:23:24.442
That's exactly right.
00:23:24.592 --> 00:23:24.951
Yeah.
00:23:25.071 --> 00:23:26.991
And look, think of it a little bit like the lease.
00:23:27.122 --> 00:23:27.811
Like when you lease a
00:23:27.825 --> 00:23:28.115
Yeah.
00:23:28.255 --> 00:23:31.795
You go out, you lease a car, you drive it around and you think it's really great, you bring it back.
00:23:31.795 --> 00:23:35.244
At the end, the guy goes, oh, you owe me$5,700.
00:23:35.605 --> 00:23:37.315
'cause you didn't read the fine print, right?
00:23:37.315 --> 00:23:39.025
You're like, what the heck just happened to me?
00:23:39.028 --> 00:23:39.317
Yeah.
00:23:39.704 --> 00:23:40.785
we look and we go.
00:23:41.494 --> 00:23:42.515
price is what it is.
00:23:42.634 --> 00:23:43.734
It's really simple.
00:23:43.884 --> 00:23:45.295
Sign on the dotted line.
00:23:45.474 --> 00:23:47.720
Now you know exactly what your com costs are gonna be.
00:23:48.998 --> 00:23:50.347
You control the outcome
00:23:50.496 --> 00:23:50.855
yeah.
00:23:50.928 --> 00:23:52.528
And go to, imagine a model.
00:23:52.528 --> 00:23:53.278
Let's peg this.
00:23:53.337 --> 00:23:54.478
Let's peg this to one side.
00:23:54.478 --> 00:23:56.621
Imagine a model where you're doing a high value sporting event.
00:23:56.621 --> 00:23:57.040
Mm-hmm.
00:23:57.464 --> 00:24:13.585
And between the source and the endpoint, you've got a CDN, you've got transport costs over somebody's, cable network, over wifi network, over multiple cellular networks, and you're like, what's it cost me to, what does it cost me to transmit this game?
00:24:13.855 --> 00:24:14.755
And the true answer is.
00:24:15.619 --> 00:24:17.059
not gonna know until the game is done.
00:24:17.750 --> 00:24:19.039
gonna take that uncertainty away.
00:24:19.519 --> 00:24:24.410
We know this is what it costs, this is what it costs to deliver a game, period, full stop, right?
00:24:24.650 --> 00:24:31.674
That now allows you to make bigger bets as a customer because you actually know very deterministically what your costs are.
00:24:33.532 --> 00:24:40.163
For data down, you're essentially telling a signage company, and I know we're picking on signage.
00:24:40.163 --> 00:24:52.147
I'm gonna ask for some other examples, but if it were signage though, the, if data caps were no longer a consideration and you could pull whatever assets you wanted down to your signs whenever you wanted.
00:24:53.048 --> 00:24:57.028
What types of crazy things could you start offering?
00:24:57.157 --> 00:25:00.948
What types of like PR stunts could movie people do?
00:25:00.948 --> 00:25:13.597
Because, because right now ad buys are still limited in, here's the dollars and cents of, getting the assets out and you need to get enough money out of the, enough views or whatever it is.
00:25:13.597 --> 00:25:16.417
And here you could do just more,
00:25:17.028 --> 00:25:19.758
look, there's a really interesting tie in here too, right?
00:25:19.758 --> 00:25:26.268
And I'll, I'll make a pitch for, our, my investors happen to be the four largest broadcast television broadcasters in the
00:25:26.576 --> 00:25:26.865
Okay.
00:25:26.897 --> 00:25:27.167
right?
00:25:27.478 --> 00:25:28.617
This is Sinclair.
00:25:28.708 --> 00:25:33.718
Nexstar Scripts and Gray, these are the guys who own all of the local radio station, all the local TV
00:25:33.800 --> 00:25:34.090
Okay.
00:25:34.847 --> 00:25:37.998
They also, hey, they do a lot of local advertising, right?
00:25:37.998 --> 00:25:47.778
So now imagine, you're walking into the DMV and, you walk in and you look up and you see the sign that says, now serving number four and you're number 872.
00:25:48.482 --> 00:25:51.512
Gosh, I've got a lot of things that I can show and put in front of you.
00:25:51.752 --> 00:25:57.452
And quite frankly, if you look at it today, it's like you turn around and you go, oh, here's an ad for lawn furniture.
00:25:57.452 --> 00:25:59.323
And you're like, I'm not really in lawn furniture.
00:25:59.353 --> 00:26:00.532
Okay, now we can look and go.
00:26:00.863 --> 00:26:04.373
We have a guy who's gonna be standing in the DMV for the next 30 minutes.
00:26:04.673 --> 00:26:06.532
We'll show'em the local Ford dealer ad.
00:26:06.593 --> 00:26:06.893
Why?
00:26:06.893 --> 00:26:09.442
Because we're already doing business with that guy, right?
00:26:09.472 --> 00:26:11.603
Hey, we know there's a pizza guy down the street.
00:26:11.603 --> 00:26:12.772
We can pull that ad in.
00:26:13.073 --> 00:26:13.627
Oh, you know what?
00:26:14.012 --> 00:26:15.663
Geez, it's getting on to be three o'clock.
00:26:15.843 --> 00:26:16.653
Hey, we're gonna cut in.
00:26:16.653 --> 00:26:21.363
We're gonna show a preview of traffic on from a local TV station.
00:26:21.603 --> 00:26:29.413
You can put much more high quality content in front of that customer than, the average Google spot is gonna get out there.
00:26:29.413 --> 00:26:38.087
And that, that also creates value, not just for Edge Beam, but for our end clients, when we look and we go, we have a lot to bring to bear and a lot of value to add on that
00:26:38.145 --> 00:26:44.105
I'm hearing a lot of the work is now being pushed out to the edge in these particular applications as well.
00:26:45.605 --> 00:26:45.895
Yeah.
00:26:45.979 --> 00:26:56.798
it's crazy to see the broad spectrum of connected solutions, those that offload as much to the cloud as possible to keep size, power, consumption, all this, all these things.
00:26:56.798 --> 00:26:58.929
But the applications you're talking about.
00:26:59.723 --> 00:27:11.374
not about shrinking, it's not about optimizing battery, it's, these are things plugged into the grid somewhere you just need to push data to them.
00:27:11.673 --> 00:27:23.324
And in being independent of the malls security, the factory security, the, every restroom stall in every target in the Midwest, whatever.
00:27:25.945 --> 00:27:26.701
Oh dear.
00:27:27.394 --> 00:27:28.286
It's Big,
00:27:28.438 --> 00:27:34.173
it's when we made the transition to 5G, of the things we started talking about was me, mec, me.
00:27:34.173 --> 00:27:35.553
Mobile edge computing.
00:27:35.673 --> 00:27:35.913
Oh,
00:27:36.000 --> 00:27:36.661
right?
00:27:36.692 --> 00:27:37.383
stuff out there.
00:27:37.803 --> 00:27:38.192
Okay.
00:27:38.383 --> 00:27:38.938
We're still not there.
00:27:39.359 --> 00:27:55.170
we are continuing to drive that evolution and you look and go, look, there's a whole bunch of stuff that should be up in the cloud, But there's a whole bunch of places too where you look and you go, that we have around us now has MIPS and pretty damn soon everything is gonna have MIPS plus GPU.
00:27:55.529 --> 00:27:56.759
So now you look and you go.
00:27:57.180 --> 00:28:03.809
Do I really wanna round trip something all the way up and back if the, if things can be appropriately done at different points through the network?
00:28:04.140 --> 00:28:09.119
And generally speaking with that, what that involves is pushing things out to the edge of the network.
00:28:09.359 --> 00:28:14.970
And as we're doing that caching things, oh look, there's that multicast thing again, one to many, right?
00:28:15.059 --> 00:28:16.230
To push them along the way.
00:28:16.230 --> 00:28:23.559
And in all of those cases, we bring value to that equation and make things happen easier and.
00:28:23.809 --> 00:28:24.950
More efficiently.
00:28:25.000 --> 00:28:26.710
The focus is on efficiency.
00:28:27.063 --> 00:28:34.867
So help me think about the types of things that I would best be served by this big multicast distribution.
00:28:35.077 --> 00:28:35.647
Media.
00:28:35.647 --> 00:28:36.758
Makes perfect sense.
00:28:36.938 --> 00:28:39.998
Firmware updates across a whole bunch of devices.
00:28:40.278 --> 00:28:40.667
What else?
00:28:40.673 --> 00:28:41.423
Game update.
00:28:41.681 --> 00:28:42.730
Get game updates.
00:28:42.810 --> 00:28:45.361
I heard that LLM model updates.
00:28:45.780 --> 00:28:46.111
Yeah.
00:28:46.288 --> 00:28:46.618
else?
00:28:46.671 --> 00:28:48.500
And Pause, pause on the LLMs for a
00:28:48.769 --> 00:28:49.038
Yeah.
00:28:49.090 --> 00:28:54.980
Because, look, I'd look and I'd go, we are a company that is enabled by AI and supports ai.
00:28:55.030 --> 00:28:56.260
But I would look and I would go.
00:28:56.570 --> 00:29:09.181
That that doesn't mean we're making AI products, but if you look at what's happening in the universe, whether it's your microphone sitting in front of you or a laptop or the cell phone that we have over there, all of those devices now wanna run LLMs.
00:29:09.240 --> 00:29:15.750
They wanna run and they, generally speaking, wanna run LLMs that span a variety of sizes and capabilities.
00:29:16.020 --> 00:29:19.800
But a lot of those, quite frankly, get built on the same set of models.
00:29:20.070 --> 00:29:22.290
The ability to throw those updates out.
00:29:22.556 --> 00:29:24.236
And do that efficiently.
00:29:24.536 --> 00:29:33.510
Boy, all of a sudden you're making things that were very hard or very security challenge become much, much easier as we can get those things efficiently out to the edge of the network.
00:29:34.044 --> 00:29:35.243
Am I missing anything else?
00:29:35.294 --> 00:29:37.124
Software updates and,
00:29:37.425 --> 00:29:38.205
I'll throw one other.
00:29:38.354 --> 00:29:38.894
yeah.
00:29:38.925 --> 00:29:40.365
interesting one that's out there too.
00:29:40.586 --> 00:29:44.826
one of the other really cool markets that we play in is, enhanced GPS,
00:29:45.604 --> 00:29:46.233
Oh yeah.
00:29:46.536 --> 00:29:47.405
You ever play golf?
00:29:49.056 --> 00:29:49.415
Okay?
00:29:49.596 --> 00:29:51.096
So a lot of people play golf.
00:29:51.096 --> 00:29:51.786
You got that little
00:29:51.814 --> 00:29:52.084
yep.
00:29:52.084 --> 00:29:52.953
Or the little scope.
00:29:52.983 --> 00:29:53.193
Yeah.
00:29:53.286 --> 00:29:53.675
you're.
00:29:54.980 --> 00:29:55.671
Scope, right?
00:29:56.010 --> 00:30:03.500
And you look at it says, Hey, you're 120 yards from the green and you look like in fact, I started a couple years ago carrying both a watch and a scope.
00:30:03.500 --> 00:30:06.080
'cause I'd look and go, I'm not 120 yards from the green.
00:30:06.080 --> 00:30:08.990
I pull the scope up, I go, I'm 106 yards from the green.
00:30:08.990 --> 00:30:13.851
How could I, how could my watch doing that kind of math be that far off?
00:30:13.911 --> 00:30:16.340
And the answer is, it's actually physics.
00:30:16.421 --> 00:30:22.810
Cesium clocks in satellites, drift satellites move a little bit, ionosphere, stratosphere, blah, blah, blah.
00:30:23.111 --> 00:30:26.441
All of a sudden, boom, you're 10 yards apart from where you think you are.
00:30:26.921 --> 00:30:27.250
Okay?
00:30:27.520 --> 00:30:29.921
You and I being average golfers, that doesn't really matter.
00:30:29.921 --> 00:30:31.510
We're still gonna hit the ball on the sand trap.
00:30:31.810 --> 00:30:33.310
But now let's think about a building for a
00:30:33.638 --> 00:30:33.999
Yep.
00:30:34.270 --> 00:30:37.451
If you built a building 10 yards apart from where it was supposed to be?
00:30:37.601 --> 00:30:38.711
That's a big, oops.
00:30:39.161 --> 00:30:44.320
Go one step further and go, what if you were driving a drone in between two buildings and you were 10 yards apart?
00:30:45.131 --> 00:30:45.730
Oops.
00:30:46.141 --> 00:30:53.171
So the good news is there actually is a protocol out there called RTK, which does real-time corrections of GPS.
00:30:53.171 --> 00:30:57.161
It basically says, this is where you think, this is where you think you are.
00:30:57.300 --> 00:31:01.800
Here's what you should know about the satellites around you, so you can change your equation and know where you actually are.
00:31:03.300 --> 00:31:05.461
gosh, there's that multicast application again.
00:31:06.901 --> 00:31:12.480
Now, just pause for a second and think about how many devices you're aware of that use GPS.
00:31:12.763 --> 00:31:13.304
A lot.
00:31:13.560 --> 00:31:17.971
What if they could easily, almost for free, right?
00:31:18.030 --> 00:31:25.530
Know exactly where they are instead of where they think they are, and then start thinking about what's gonna be happening over the next couple of years.
00:31:25.770 --> 00:31:26.476
When you think about.
00:31:27.405 --> 00:31:28.455
about a roboto taxi?
00:31:28.455 --> 00:31:31.246
Is it okay if it's five yards apart from where it's gonna be?
00:31:31.276 --> 00:31:32.566
No, you just hit the kid.
00:31:33.526 --> 00:31:34.726
what about the delivery thing?
00:31:34.726 --> 00:31:40.066
Driving down the sidewalk that's five yards out and is suddenly in the middle of the street and stopping all the traffic.
00:31:40.336 --> 00:31:40.635
Okay.
00:31:40.736 --> 00:31:46.756
What if, and I would go, that's another one of our great applications that were out there and, and I close with you on this, Ryan.
00:31:46.756 --> 00:31:50.625
One of the things that we're finding is this is a little bit of a layer cake, right?
00:31:50.625 --> 00:32:03.226
And what we see is every time we sit down and think about it and start looking at it, so much more of the traffic that's out there is truly small numbers of content that want to get to large number of places.
00:32:03.675 --> 00:32:15.236
And that's a place where we look and we go, we have a sustainable strategic advantage in how we're gonna deliver that to our customers and quite frankly, to benefit, everybody in the US.
00:32:16.584 --> 00:32:17.513
So I've got a question.
00:32:17.544 --> 00:32:19.814
How did you, how'd you run across Soracom?
00:32:21.681 --> 00:32:22.911
Gosh, so well.
00:32:22.911 --> 00:32:23.901
So couple things.
00:32:24.000 --> 00:32:26.211
I am, look, I am a Soracom fan.
00:32:26.211 --> 00:32:27.211
I'm a Kenta(Soracom CTO) fan.
00:32:27.570 --> 00:32:33.351
We knew from the get go, that we were gonna come out and build this hybrid, network architecture.
00:32:33.681 --> 00:32:38.480
And what that meant is we were gonna have to create an environment that created an MVNO.
00:32:39.320 --> 00:32:43.280
Now there are a lot of people with a lot of different approaches about how to do that.
00:32:43.611 --> 00:32:47.151
The thing that we really liked about Soracom, cloud Native.
00:32:48.256 --> 00:32:57.746
AWS first, and there's a heritage and an understanding inside of, of Soracom of building, quite frankly, carrier grade solutions.
00:32:57.986 --> 00:33:02.385
And when we started talking with the team and going, we care about things like TR 369.
00:33:03.736 --> 00:33:08.026
I'm, quite frankly, I'm never even exactly sure what that is, but my CTO says that's telemetry.
00:33:08.435 --> 00:33:08.705
And.
00:33:08.965 --> 00:33:12.476
And we care about things like high availability.
00:33:12.846 --> 00:33:15.756
And then the customizability of the platform and all those places.
00:33:16.086 --> 00:33:25.675
Soracom is just hands down one of the best solutions and, as something that is fundamentally a cloud native approach, which is where we are too, fits together, hand in glove.
00:33:25.736 --> 00:33:28.925
And, we, and I'll tell you, we looked at a lot of solutions.
00:33:29.375 --> 00:33:36.455
We put the sales team and the tech team at Soracom through the ringer, and consistently we saw two things that really mattered to us.
00:33:36.935 --> 00:33:39.996
One is, one is it was a great technology solution.
00:33:40.326 --> 00:33:45.945
The other is, the Soracom team was really direct in being able to say yes and no to us.
00:33:46.155 --> 00:33:48.465
We don't do that and we never will.
00:33:48.556 --> 00:33:50.955
And we go, gosh, and you told
00:33:50.999 --> 00:33:51.983
Isn't that refreshing?
00:33:53.441 --> 00:33:54.250
Really refreshing.
00:33:54.250 --> 00:33:57.411
And the other thing is, there were a couple places where we said, this is what we wanna do.
00:33:57.411 --> 00:33:59.840
And they were like, that's a really good idea.
00:33:59.840 --> 00:34:03.351
We're gonna take that and add that to our roadmap and that kind of collaboration.
00:34:03.601 --> 00:34:06.070
Those are exactly the partnership that, that we're looking for.
00:34:06.070 --> 00:34:09.041
And we're really excited to be engaged with the Soracom team.
00:34:09.400 --> 00:34:12.920
And I know we're gonna do really cool and super stuff together.
00:34:12.994 --> 00:34:19.054
know our CTO Kenta is also a big fan of the work that you guys are doing it, it's breaking new ground.
00:34:20.804 --> 00:34:29.244
That greater mission of just trying to find a way to, connect all the things and, help bring people together
00:34:29.273 --> 00:34:31.434
how do we bring people and things
00:34:31.657 --> 00:34:32.016
yeah.
00:34:32.153 --> 00:34:32.784
I agree with you.
00:34:32.784 --> 00:34:33.929
That's the ultimate mission, Ryan.
00:34:35.347 --> 00:34:36.336
Question for you.
00:34:37.117 --> 00:34:39.217
What is Soracom to you?
00:34:42.659 --> 00:34:44.849
I think there are two answers to that question.
00:34:44.849 --> 00:34:53.954
One is a great technology partner and co-development partner, who creates our end-to-end experience and end-to-end platform.
00:34:54.324 --> 00:34:59.634
And I really focus there on the relationship and the engagement and how that works together.
00:34:59.994 --> 00:35:02.963
Fundamentally, the other thing it is, for us, it's money.
00:35:03.699 --> 00:35:12.329
Boy, you guys help us get to market probably 18 months to two years faster than we would be able to do it without Soracom.
00:35:12.748 --> 00:35:15.958
And what that means for a young company is irreplaceable.
00:35:16.298 --> 00:35:21.909
When you have a startup, a pre-revenue startup company like, it's a lot like having a patient.
00:35:21.923 --> 00:35:25.403
In triage in the OR and they are bleeding out.
00:35:25.403 --> 00:35:27.463
And that blood is our investor's capital.
00:35:27.733 --> 00:35:39.563
And the faster you can stop that bleeding and start the patient getting better, hey, now all of a sudden you're on the road to growth and prosperity and Soracom is probably the most important element to get us from here to there.
00:35:40.306 --> 00:35:40.847
awesome.
00:35:41.327 --> 00:35:41.766
That's cool.
00:35:41.929 --> 00:35:44.757
And we've got the same kind of rich telecom heritage
00:35:44.806 --> 00:35:45.226
Mm-hmm.
00:35:45.398 --> 00:35:56.338
Both in our organization, in yours, and it's, it makes for a good partnership and it makes for a team where, we challenge each other and we push things forward and we create things that have never existed before.
00:35:56.836 --> 00:35:57.286
All right.
00:35:57.677 --> 00:35:58.157
All right.
00:35:59.157 --> 00:36:00.056
this has been so cool.
00:36:00.056 --> 00:36:15.253
This is the first time I think anyone will have ever heard of using broadcast television signals to deliver internet grade downloads, and then using the cellular just for the upload for, all of those keep alive and acknowledgements and ACK backs.
00:36:15.503 --> 00:36:17.092
The SIM technology that.
00:36:17.498 --> 00:36:24.068
Devices already know how to handle for authentication, so you know that the data's only going to that particular device.
00:36:24.510 --> 00:36:32.811
Think the biggest like eureka moment is the understanding of what multicast really means.
00:36:34.117 --> 00:36:35.257
What is the power of one to
00:36:35.420 --> 00:36:36.380
Oh my gosh.
00:36:36.577 --> 00:36:37.418
look, you've captured it,
00:36:37.670 --> 00:36:38.030
Yeah.
00:36:38.088 --> 00:36:39.233
And I'll tell you, this has been a great.
00:36:40.547 --> 00:36:46.398
I really, I think, I think you've really groked what it is that we're trying to do and, it's a lot of fun.
00:36:46.398 --> 00:36:51.617
And I'll tell you like, like the first time I heard about Edge Beam, I was like, they're gonna do what?
00:36:52.367 --> 00:36:53.657
Internet over the tv.
00:36:53.657 --> 00:36:55.878
I'm like, wow, I can't wait to tune to that channel.
00:36:56.208 --> 00:36:57.617
Turns out it's a pretty good show.
00:36:58.635 --> 00:36:59.115
Awesome.
00:36:59.175 --> 00:37:11.175
Alright, thank you so much and we will keep this conversation going and for all of our listeners, we're gonna go ahead and we're gonna have probably some additional, writeups that we'll be doing on this specific topic.
00:37:11.175 --> 00:37:13.635
Look for videos that we'll be posting on social media.
00:37:13.846 --> 00:37:17.661
But until next time, this is, Conrad with the Edge Beam and Ryan at Soracom.
00:37:19.010 --> 00:37:22.701
This has been another episode of What to Expect when You're Connecting.
00:37:23.391 --> 00:37:24.231
Until next time.
00:00:01.560 --> 00:00:16.679
Welcome to What To Expect When You're Connecting a podcast for IoT professionals, ampy iot Curious, who find themselves responsible for growing, executing, or educating others about the challenges with connecting products and services to the internet.
00:00:17.129 --> 00:00:22.800
You'll learn from industry experts who understand those challenges deeply and what they've done to overcome that.
00:00:24.030 --> 00:00:26.489
Now for your host, Ryan Carlson.
00:00:27.164 --> 00:00:29.405
Welcome back to What to Expect When You're Connecting.
00:00:29.405 --> 00:00:38.734
We're here with Conrad Clemson, the CEO of Edge Beam Wireless, and this is gonna be a new topic, for everyone that's heard this.
00:00:38.884 --> 00:00:45.840
We've talked wifi, we've talked Bluetooth, we've talked satellite, we've talked more than enough cellular, we're talking about.
00:00:46.195 --> 00:00:47.304
Broadcast signal.
00:00:47.304 --> 00:00:58.465
So Conrad, thanks for coming in and telling us about the connectivity journey that Edge Beam is on and how you're doing something new delivering data over the airwaves.
00:00:59.947 --> 00:01:01.567
Ryan, happy to he be here.
00:01:01.866 --> 00:01:03.387
Happy to be a partner of Soracom.
00:01:03.847 --> 00:01:07.706
And, look, we're doing some, we're doing some cool stuff, I think here at Edge Beam.
00:01:08.167 --> 00:01:11.106
The way I like to tell our story more than anything else.
00:01:11.106 --> 00:01:19.224
I think one of the things I really like is, if we go back, if we go back over the last 10, 15 years, the story of the last mile of wireless hasn't changed, right?
00:01:19.230 --> 00:01:21.474
Whether it's the Verizon guy, can you hear me now?
00:01:21.805 --> 00:01:23.094
Or Billy Bob Thornton.
00:01:23.305 --> 00:01:26.724
I don't know where I am, but I got signal it, it's the same story.
00:01:26.995 --> 00:01:28.075
Coverage is better.
00:01:28.795 --> 00:01:29.995
I can go faster.
00:01:30.055 --> 00:01:30.625
I'm cheaper.
00:01:30.625 --> 00:01:31.525
Buy my stuff.
00:01:31.974 --> 00:01:32.784
At Edge Beam.
00:01:33.004 --> 00:01:41.525
we're doing something fundamentally different because we've got a very unique network topology, and it becomes really powerful, especially when we're partnering with Soracom.
00:01:41.742 --> 00:01:49.722
I wanna break this down a little bit because we've seen, new network topologies that are there for, delivering data.
00:01:50.533 --> 00:01:53.977
we've had, there's big LoRaWAN like Sig Fox.
00:01:54.254 --> 00:02:16.758
Where they're putting up repeaters and there's mesh networks and there's trying to bring the cost of delivering data down and increase the reach with radio technology that can push through more physical objects can deal with interference better, but you are using the same technology that someone's, high definition television is gonna receive a picture signal.
00:02:17.158 --> 00:02:18.149
Yeah, that's exactly right.
00:02:18.149 --> 00:02:24.808
And one of the cool things that I like about this is we start with, Hey, what does it cost to build a Nationwide 5G network today?
00:02:24.808 --> 00:02:25.019
And we
00:02:25.187 --> 00:02:25.727
A lot.
00:02:26.133 --> 00:02:26.614
Yikes.
00:02:26.824 --> 00:02:28.264
It's a lot, right?
00:02:28.413 --> 00:02:30.633
Hey, I have a network that already exists.
00:02:30.933 --> 00:02:35.563
And the other thing that's really cool about our network is, imagine I live in Boston.
00:02:35.563 --> 00:02:40.364
Imagine we're driving outta Boston as you're driving out on the main highway outta the city.
00:02:40.693 --> 00:02:43.394
Every couple of miles we see those cell phone towers.
00:02:43.424 --> 00:02:43.963
Why?
00:02:44.623 --> 00:02:46.003
It's about as far as they reach.
00:02:46.424 --> 00:02:54.313
Like you look around in the hills of Boston at least, and you'll find two hills in Boston that have a handful of TV towers, and that covers the whole city.
00:02:54.764 --> 00:02:58.993
And that level of capital efficiency is something that we think is pretty unique to us.
00:02:59.413 --> 00:03:03.223
One signal coming from one tower that covers an entire city.
00:03:04.343 --> 00:03:09.114
The question that makes you ask though is you look and go, wow, so how are we gonna use this?
00:03:09.114 --> 00:03:10.794
And what is it about this thing that.
00:03:11.193 --> 00:03:14.674
Actually does something good other than, hey, it's very capital efficient.
00:03:15.044 --> 00:03:21.734
the thing that we are uniquely good at is when you have a piece of content you want to take to a lot of places, right?
00:03:21.794 --> 00:03:26.894
A classic broadcast or as we'd say in the data world, a multicast signal.
00:03:28.044 --> 00:03:31.584
If you stop and think about it for a second, we know a few things about the internet.
00:03:32.454 --> 00:03:34.943
We know most of the traffic is downstream, not upstream.
00:03:35.649 --> 00:03:41.878
We know today, actually most of the traffic is video and LLM and code updates.
00:03:42.688 --> 00:03:45.239
Gosh, those are all things that play right into our wheelhouse.
00:03:45.288 --> 00:03:49.859
Think about a, think about the problem of updating software to a car, right?
00:03:49.919 --> 00:03:56.278
Today, if you have a million cars in Boston, you need, and you need to update each of them with new software.
00:03:56.489 --> 00:03:57.658
You do a million downloads.
00:03:58.693 --> 00:04:02.084
Wow, that's a lot of downloads to download one piece of software.
00:04:02.743 --> 00:04:04.873
do it one time and we hit every car in Boston.
00:04:05.324 --> 00:04:10.813
That kind of efficiency really good for our end customers.
00:04:11.084 --> 00:04:16.244
It's really good for the people who are trying to get that data out to those end customers.
00:04:16.574 --> 00:04:18.884
Quite frankly, it's just great for the Last Mile Network.
00:04:18.884 --> 00:04:23.204
If we looked and said, Hey, we're gonna use up 80% of the edge of a network.
00:04:23.923 --> 00:04:27.913
To transmit a high value sporting event like Thursday Night Football.
00:04:28.274 --> 00:04:28.963
You go, wait a second.
00:04:28.963 --> 00:04:30.074
It's one video stream.
00:04:31.004 --> 00:04:31.874
would we do that?
00:04:31.874 --> 00:04:33.814
We go, the truth is we do it'cause it's easier.
00:04:34.983 --> 00:04:42.334
now as we start to think about what a true critical asset the edge of the network is, got a much better way to do that.
00:04:42.334 --> 00:04:43.494
And that's what we're doing here at Edge Beam.
00:04:44.137 --> 00:05:01.601
I think what we're talking about too is applications in which you are not just trying to, set up a, let's say it's some sort of like pipeline to a, commercial facility where you need to move a whole lot of data, but instead it's a distributed network of things like, like smart signs, right?
00:05:01.601 --> 00:05:06.192
Like we drive down the interstate, we see signs that are all digital displays now, right?
00:05:06.382 --> 00:05:11.002
The vast majority of the asset is downloading those video files.
00:05:11.482 --> 00:05:17.091
And what we do know is that those same systems just send a keep alive signal.
00:05:17.512 --> 00:05:20.762
Or, or an acknowledgement of download received.
00:05:20.961 --> 00:05:24.951
And then you can, push your settings, changes the, new advertising.
00:05:25.192 --> 00:05:26.601
Anything along those lines.
00:05:27.831 --> 00:05:36.812
I need you to help me address my own ignorance around next generation uses of broadcast radio signals.
00:05:37.081 --> 00:05:44.401
My understanding, and I think I'm right, is that my TV can only ingest a signal.
00:05:44.401 --> 00:05:49.646
I can't send back to, CBS or NBC.
00:05:49.687 --> 00:05:50.557
At least I hope not.
00:05:50.797 --> 00:05:51.906
Yeah, that's a good thing,
00:05:52.024 --> 00:05:52.535
right, right, right.
00:05:52.805 --> 00:05:56.451
So what is this last mile, infrastructure look like?
00:05:56.492 --> 00:06:04.372
I'd love to hear why hasn't anyone done this before, what is it that you're doing that's unique to address these multicast?
00:06:05.346 --> 00:06:10.627
Essentially fleet deployments of things like smart signs or vehicles or things like that.
00:06:10.899 --> 00:06:14.588
Smart signs, vehicles, precision, navigation.
00:06:14.588 --> 00:06:20.928
Those are all great examples, and let's do one or two of those examples and then we can use that to break down and go, gee, how does this really work.
00:06:21.067 --> 00:06:21.307
Yeah.
00:06:21.324 --> 00:06:24.666
Walk me through the path of the data, but also like where it all started.
00:06:25.617 --> 00:06:28.646
So think about two interesting use cases with digital signage.
00:06:29.047 --> 00:06:37.387
Sometimes, especially if you're in the, the New York subway system, you'll see the subway going down the train, and there are these digital signs that are actually in the wall.
00:06:37.656 --> 00:06:40.567
And as you look, message is traveling with you.
00:06:41.512 --> 00:06:50.872
So what's really happening there is you've got a series of digital signs and you're taking the exact same picture frame, and you're basically transposing it as you move.
00:06:51.232 --> 00:06:54.442
That means all of these signs have the exact same file.
00:06:54.562 --> 00:06:59.122
Oh wait, we already talked about that problem, We're a perfect dancer for that.
00:07:00.322 --> 00:07:01.461
a second use case.
00:07:01.742 --> 00:07:04.562
You're walking through a mall and you see all these digital kiosks.
00:07:04.682 --> 00:07:09.182
Something you probably don't know is that most of those kiosks actually have a camera.
00:07:09.947 --> 00:07:15.026
So they can look out and they can go, oh, I have three teenage kids standing in front of me.
00:07:15.357 --> 00:07:18.627
Gee, I'm probably not gonna show the Budweiser commercial.
00:07:18.867 --> 00:07:22.016
Maybe I'm gonna show the, I don't know what it is today.
00:07:22.377 --> 00:07:25.137
Teenage Ninja Mutant Turtle commercial.
00:07:25.197 --> 00:07:26.156
Or likewise.
00:07:26.367 --> 00:07:29.007
Hey, I've got six middle aged men sitting in front of me.
00:07:29.247 --> 00:07:31.797
Save the turtles, put the Budweiser ad
00:07:31.894 --> 00:07:39.910
Did you know that it was 24 years ago Minority Report already predicted this when Tom Cruise is a.
00:07:40.689 --> 00:07:47.350
Walking down in the movie and the sign says, he had to swap out his eyes for someone else.
00:07:47.399 --> 00:07:48.329
And it's like Mr.
00:07:48.329 --> 00:07:53.819
Yamamoto, we've got jeans just in your size as he's standing in front of a digital display, right?
00:07:53.879 --> 00:07:55.740
Like years ago.
00:07:55.740 --> 00:07:58.769
So this is a whole idea of like science fiction predicting where things are going.
00:07:58.769 --> 00:08:05.939
So you now, you're helping deliver on a solution that is only limited by its ability to get bandwidth.
00:08:07.276 --> 00:08:08.057
It's exactly right.
00:08:08.206 --> 00:08:08.807
That's exactly right.
00:08:08.807 --> 00:08:12.526
Now you hit on one of the really interesting points though, and let's talk about that one, right?
00:08:12.526 --> 00:08:16.247
Because this is also where I think our partnership with Soracom comes together as well.
00:08:17.237 --> 00:08:18.766
I have this great infrastructure.
00:08:19.666 --> 00:08:20.776
goes in one direction.
00:08:20.987 --> 00:08:21.826
I go out.
00:08:23.101 --> 00:08:31.862
what we've actually done here At Edge Beam is we've created what I sort of lovingly describe as a set of magic devices and these devices.
00:08:31.862 --> 00:08:34.682
When you look at the host side, hey, it just looks like a host adapter.
00:08:35.101 --> 00:08:38.611
Gosh, in this day and age, every single host goes, oh.
00:08:39.047 --> 00:08:40.677
You're a connection to the internet.
00:08:41.096 --> 00:08:41.616
I know how to use you
00:08:41.684 --> 00:08:41.894
Yep.
00:08:42.706 --> 00:08:45.136
What we've done is on the backside, we have two radios.
00:08:45.557 --> 00:08:50.657
One of those radios is an ATSC receiver that gets the big download payload.
00:08:51.437 --> 00:08:54.586
the other radio is a 4G 5G radio, by the way.
00:08:54.706 --> 00:08:57.287
And our card has a nice Soracom eSIM on it.
00:08:57.576 --> 00:09:00.157
Which now gives us a connection to the cellular network.
00:09:00.547 --> 00:09:06.157
So we use the cellular network for control signaling Act nac.
00:09:06.246 --> 00:09:06.937
I got it.
00:09:06.996 --> 00:09:07.836
I didn't get it.
00:09:08.136 --> 00:09:10.506
Here's a check sum retransmit.
00:09:10.836 --> 00:09:15.307
And then we use our mainline ATSC to transmit those big heavy payloads.
00:09:15.606 --> 00:09:20.177
And when we put these things together, we look and we go, gee, we run a network.
00:09:20.542 --> 00:09:22.971
But we're not really a mobile network operator.
00:09:23.302 --> 00:09:28.101
Hey, we're connected to a cellular network, but we're not really a mobile virtual network operator.
00:09:28.101 --> 00:09:29.152
We're something in between.
00:09:29.991 --> 00:09:32.302
what we would call a hybrid network operator.
00:09:32.662 --> 00:09:40.371
And when we bring these two things together, what I'm able to do is to take a television network make it work like the internet
00:09:40.450 --> 00:09:40.740
Yeah.
00:09:41.062 --> 00:09:44.572
And we have all the standard protocols, like we don't have to invent any of this stuff.
00:09:44.871 --> 00:09:49.715
The internet knows how to do reliable multicast The internet knows how to do UDP and FTP.
00:09:50.355 --> 00:09:52.904
We can, we bring all those protocols to bear.
00:09:53.184 --> 00:09:59.164
We just now implemented in a very unique topology that creates massive, potential for efficiency.
00:09:59.222 --> 00:10:09.283
I was gonna ask then, a Skylo's satellite system, anyone can point their antenna and pull down the signal, but it's the SIM that's providing the authentication.
00:10:09.283 --> 00:10:11.212
That encrypted secure hardware module.
00:10:11.572 --> 00:10:17.153
And so is this the similar thing like, signs get access to the feed.
00:10:17.347 --> 00:10:20.437
Like it,'cause you're not, it's being beamed all over the place.
00:10:20.437 --> 00:10:21.607
It's not unidirectional.
00:10:21.817 --> 00:10:22.148
Right.
00:10:22.148 --> 00:10:31.798
And so that sign with that SIM it, it's, it probably, unlocks the keys to decrypt the signal and then get access and pull down the assets.
00:10:32.745 --> 00:10:33.524
a, there's there.
00:10:33.575 --> 00:10:36.712
So the, it, it ultimately creates a very secure network,
00:10:36.763 --> 00:10:37.153
Yeah.
00:10:37.210 --> 00:10:47.259
I think as we know, satellite and cellular, look, look, I think we've done a reasonable job of creating secure transmission protocols.
00:10:47.259 --> 00:10:52.195
We've got good solid encryption, you've got rotating keys, all of those things are well understood.
00:10:52.434 --> 00:11:17.884
There's one other interesting variant that I would add here, which is a little bit unique for us, which is if you follow our air chain back and the source of the video, there's really an air gapping between our network and either the local area or the wifi network or the open, sleazy easy internet out there, which gives us a really interesting opportunity to operate in highly secure environments.
00:11:18.345 --> 00:11:20.955
Put a digital kiosk into a bank branch.
00:11:21.284 --> 00:11:24.794
The last thing you want is that sign on the internal network of the
00:11:25.177 --> 00:11:25.437
Correct.
00:11:25.664 --> 00:11:29.365
Boy, we're air gapped all the way back, a source of our content.
00:11:30.534 --> 00:11:33.335
and we think with our environment.
00:11:33.465 --> 00:11:41.014
The other thing that is coming on the horizon is we've got both AI and quantum computing, and these are gonna put really extreme.
00:11:41.014 --> 00:11:44.884
New requirements onto security and security updates.
00:11:45.304 --> 00:12:02.764
Boy, we have the perfect network to be able to push out not just new keys and new encryption models, but in some cases in the post quantum world, we're gonna wanna be pushing down much bigger modules to help us keep that content safe from, new ways of cracking apart encryption.
00:12:03.048 --> 00:12:03.827
Help me understand.
00:12:04.952 --> 00:12:07.383
What kind of bandwidth constraints we're thinking about.
00:12:07.383 --> 00:12:09.243
What is the latency look like?
00:12:09.243 --> 00:12:16.993
And I know that TV is, it's 4K, sometimes eight K, high definition video assets, right?
00:12:17.232 --> 00:12:21.613
So I mean there's a ton of bandwidth in that frequency that you're dealing with.
00:12:21.613 --> 00:12:30.842
So what are you seeing for a device that just sees the internet as the internet, what kind of speeds is it looking at getting for pulling assets down?
00:12:31.745 --> 00:12:31.985
Yeah.
00:12:32.144 --> 00:12:40.615
What, so it's a little bit interesting too because, if you look at one of our individual feeds, you might see 25 to 50 megabits per second.
00:12:40.615 --> 00:12:42.355
We can bond channels together.
00:12:42.575 --> 00:12:45.424
But I would look and I go, that actually missed the point, right?
00:12:45.875 --> 00:12:53.840
The way to actually think about it is looking at that distribution mechanism versus what's actually happening at scale out there.
00:12:54.052 --> 00:12:54.342
Yeah.
00:12:55.289 --> 00:12:57.210
And let's go back to the football game for a second.
00:12:57.659 --> 00:13:03.419
Boy, you're putting out a, five to six megabit per second feed to a million homes.
00:13:05.370 --> 00:13:05.820
Wow.
00:13:06.059 --> 00:13:08.220
How much network bandwidth did we just use?
00:13:08.639 --> 00:13:11.365
We're using exabytes of edge bandwidth.
00:13:12.149 --> 00:13:13.529
To get that one thing out there.
00:13:13.799 --> 00:13:18.240
How much bandwidth do we require to get a five megabit feed to a million homes?
00:13:18.750 --> 00:13:19.370
Five megabits.
00:13:19.993 --> 00:13:22.493
That economy of scale, the thing to think about
00:13:22.640 --> 00:13:23.061
yeah.
00:13:23.062 --> 00:13:24.773
oh, I got the biggest smile in the world.
00:13:24.773 --> 00:13:31.072
I go, okay, that's interesting, whatever you're doing, and trying to take it out to a large number of places, and we go just.
00:13:31.472 --> 00:13:32.972
Just look at the denominator on the
00:13:33.061 --> 00:13:33.841
Oh my gosh,
00:13:33.873 --> 00:13:34.822
there, and that gives you our
00:13:35.061 --> 00:13:37.581
Conrad, you are blowing my mind.
00:13:37.831 --> 00:13:39.100
So what it's not.
00:13:39.431 --> 00:13:45.916
It's not the infotainment screen where kids in the van are picking which Nickelodeon show they wanna watch.
00:13:46.306 --> 00:13:59.686
It's the taxi cab that has got the display that every taxi cab in the entire fleet is showing this exact same feed of data, whether it's updates, screens, whatever.
00:13:59.735 --> 00:14:03.576
So it's not individual data sessions, but it's multicast.
00:14:03.846 --> 00:14:04.596
So it's.
00:14:04.947 --> 00:14:05.168
Multi-cast.
00:14:05.405 --> 00:14:09.155
Single device in my fleet is gonna be getting the exact same payload.
00:14:09.966 --> 00:14:30.696
so what you're just telling me there is from a cost perspective, I'm pushing a 50 megabyte update out to all my devices, rather than going out to start a remote session with 50 different devices all at 50 megabytes each, I'm doing one session for 50 megabytes.
00:14:31.566 --> 00:14:36.905
to N number of devices N is however many you have deployed within.
00:14:37.072 --> 00:14:38.182
many you have to deploy, Ryan.
00:14:38.212 --> 00:14:38.423
That's
00:14:38.556 --> 00:14:40.176
Oh my gosh, man.
00:14:40.383 --> 00:14:41.972
So you hit a great one back of cab,
00:14:42.466 --> 00:14:42.706
Yeah.
00:14:42.863 --> 00:14:43.072
Boy.
00:14:43.123 --> 00:14:45.523
Think about some of the public safety implications.
00:14:46.033 --> 00:14:46.572
Amber Alert.
00:14:47.658 --> 00:14:52.307
You can put that video incredibly efficiency in front of every public safety officer out there.
00:14:53.508 --> 00:14:54.168
imagine this.
00:14:54.168 --> 00:14:56.837
What if you could throw that same video on every billboard in the city?
00:14:57.317 --> 00:14:59.597
What if you could put that in the back of every cab as well?
00:14:59.658 --> 00:15:02.567
You want an capital amber capital alert?
00:15:02.567 --> 00:15:09.738
Now you've got the potential to get that out there and get that out there incredibly efficiently with a very rich experience around it.
00:15:09.885 --> 00:15:10.335
I've.
00:15:10.346 --> 00:15:19.255
Spent 20 years building devices, and it still comes down to when, in, in a hybrid scenario, it still comes down to bomb cost, right?
00:15:19.255 --> 00:15:20.905
Am I gonna add in a Bluetooth radio?
00:15:20.905 --> 00:15:23.426
Am I gonna add in an NFC reader?
00:15:23.426 --> 00:15:24.806
Am I gonna put in wifi?
00:15:24.806 --> 00:15:25.495
Yes or no?
00:15:25.495 --> 00:15:29.155
Are we gonna add a USB port for maintenance reasons, whatever.
00:15:29.905 --> 00:15:40.743
When we're talking about things like Bluetooth, it's such a mature set of electronics, the cost has come down astronomically over 20, 30 years.
00:15:41.462 --> 00:15:52.023
we're talking about televisions, sounds like to me, I don't know the answer, but that's one of those technologies where how many TVs are out in the world, right?
00:15:52.023 --> 00:15:54.663
Like already got quantity behind it.
00:15:55.659 --> 00:15:56.080
That's
00:15:56.192 --> 00:15:57.993
Larger, smaller than the bread box.
00:15:58.393 --> 00:16:02.523
Do I add wifi or do I add one of your, radios in there?
00:16:02.623 --> 00:16:05.413
Are we looking at a equitable cost or is it less
00:16:07.184 --> 00:16:09.384
Boy, so I would go to Equitable to Less.
00:16:09.384 --> 00:16:11.095
This is a consumer electronics play.
00:16:11.455 --> 00:16:12.054
And we're gonna
00:16:12.207 --> 00:16:12.327
I.
00:16:12.355 --> 00:16:16.684
consumer electronics, economies of scale and that works to our advantage.
00:16:16.975 --> 00:16:21.215
The other thing to think about is put it in the perspective of opportunity cost as well.
00:16:21.455 --> 00:16:23.014
Let me pick on cars for a second.
00:16:24.554 --> 00:16:36.360
Boy, one of the car manufacturers who we've been talking with, who builds a value automobile, They go, Hey, we're gonna make a car and we're gonna sell this car between 20 and$25,000.
00:16:37.409 --> 00:16:38.370
a sticker price.
00:16:38.669 --> 00:16:42.090
That car's gonna live out in the, in, in the wild for 10 to
00:16:42.442 --> 00:16:42.643
Yep.
00:16:43.440 --> 00:16:51.350
While it is doing that, here's what we know about once a month, we're gonna want to download a new software load to it.
00:16:51.799 --> 00:16:52.909
Think of that as a gigabyte.
00:16:53.975 --> 00:16:56.945
Typically about twice a quarter, we need to update our maps.
00:16:57.245 --> 00:17:06.964
Think about that as five gigabytes starting next year, we wanna start putting LLMs that we can download into these cars at least once a quarter.
00:17:07.414 --> 00:17:12.575
Boy, we do a little back of the envelope math and we go, I got a$25,000 car over the life of the car.
00:17:12.605 --> 00:17:19.825
Car's gonna cost me about 20 grand current technology to upgrade the, the software to this platform, non-starter.
00:17:20.829 --> 00:17:21.849
Right boy.
00:17:22.059 --> 00:17:23.684
Now apply our economics to it.
00:17:23.684 --> 00:17:25.480
And you go, what if we divide that number by four?
00:17:25.660 --> 00:17:26.539
Oh, now we're done.
00:17:26.690 --> 00:17:29.000
That's easy, Those are.
00:17:29.210 --> 00:17:34.789
And now, so now when you look and you go, Hey, we're not gonna talk to you necessarily even about the BOM cost.
00:17:35.089 --> 00:17:37.640
We're gonna look at total cost of ownership, number one.
00:17:37.970 --> 00:17:47.569
And number two, we're gonna talk to you about how you take a problem that is impossible to solve with today's communication technology and make it something where you go, it's a rounding error.
00:17:47.880 --> 00:17:54.508
I feel like we're talking about cold fusion for energy production compared to a coal power plant.
00:17:54.681 --> 00:17:56.911
Oh man, you're talking to a physicist.
00:17:56.921 --> 00:17:59.411
I can't possibly support cold fusion.
00:17:59.461 --> 00:17:59.760
Ryan.
00:17:59.760 --> 00:18:02.010
We'll just take plain old fusion, right?
00:18:02.144 --> 00:18:03.044
plain old fusion.
00:18:03.104 --> 00:18:03.523
Yeah.
00:18:03.614 --> 00:18:03.644
I.
00:18:04.020 --> 00:18:07.500
Plain old fusion, pour a little hydrogen in and you get the energy of a star.
00:18:07.780 --> 00:18:24.471
The thing that is just unique about our technology, and it takes just a second to think about this, but, for us, the most important or one of the most important points, and that's controlling the cost curve is every endpoint you add costs you zero in transmission costs.
00:18:26.884 --> 00:18:27.064
The,
00:18:27.486 --> 00:18:28.506
It is infinitely
00:18:28.564 --> 00:18:29.884
I understand this,
00:18:29.885 --> 00:18:30.125
by
00:18:30.183 --> 00:18:34.173
the capitalist in me is asking, what's your business model, right?
00:18:34.173 --> 00:18:37.203
Is it a hardware play with some backend data?
00:18:37.253 --> 00:18:38.784
This seems so good.
00:18:38.814 --> 00:18:40.058
This seems so good.
00:18:40.915 --> 00:18:43.976
So look, there's always there and it's a multi-layer story here, right?
00:18:43.976 --> 00:18:48.348
We're gonna come out, we're gonna come out as a communications company, and we'll say communications like anybody else
00:18:48.398 --> 00:18:48.608
Yep.
00:18:49.526 --> 00:19:00.445
one of the things that we've really tried to do is to recognize today that at least most of the customers who we're talking to, this is part of an overall business solution that's creating a business outcome.
00:19:00.836 --> 00:19:09.175
So the thing that we try to do is to move that conversation and go, listen, we have this real breakthrough technology that allows you to think about the problem differently.
00:19:09.625 --> 00:19:15.266
So let's take a look at that and talk about how we can drive a new and unique business outcome for you.
00:19:15.695 --> 00:19:18.635
Let's go back to our digital signage model for a second, right?
00:19:18.726 --> 00:19:25.490
And go, Hey, I could talk about what your data plan is gonna be to download stuff to your digital sign.
00:19:25.790 --> 00:19:26.961
That's not really interesting.
00:19:27.211 --> 00:19:29.921
We actually try to do is to put a circle around the whole solution and go, listen.
00:19:29.971 --> 00:19:39.145
We want to help you make more money on a monthly basis and raise your actual ARPU, for that particular digital signage.
00:19:39.355 --> 00:19:40.496
And as soon as we go and say, wait.
00:19:40.496 --> 00:19:41.635
You're gonna help me make more money?
00:19:41.635 --> 00:19:42.175
That's, yep.
00:19:42.355 --> 00:19:43.586
We're here to make money.
00:19:43.875 --> 00:19:49.155
Now all of a sudden we're having a problem about how we help the top line instead of saving money on the bottom line.
00:19:49.155 --> 00:19:54.556
And it's a much, much stronger sale, and it's a much stronger value proposition, quite frankly, to our customers.
00:19:55.479 --> 00:20:04.259
You're, you preaching the good gospel, which is, it's so hard to talk about cost savings or that commodity buy, right?
00:20:04.259 --> 00:20:06.628
It's a race to the bottom when it's when you're talking.
00:20:06.675 --> 00:20:07.449
to the Catch a falling
00:20:07.501 --> 00:20:16.436
And that's where, looking at companies like even what Soracom has done in the cellular space is, it's not even how low can I get the cost per megabit?
00:20:16.676 --> 00:20:23.767
But it's also all of the protocol translations and the, eliminating the TLS handshakes and some of the overhead.
00:20:23.767 --> 00:20:34.166
It's but you can just reduce how much data you have to send pay for over a digital by net a network, especially for like small sensors and stuff like that.
00:20:34.662 --> 00:20:36.342
About like 80 to 90%.
00:20:36.771 --> 00:20:41.321
It's not about the cost per megabyte when everyone else, that's the only variable that they've got.
00:20:41.352 --> 00:20:55.352
They literally, it's like cost per sim, cost per megabyte, but not, how can we, like completely eliminate things like, private APN, Like the cost of having all of that set up infrastructure for security.
00:20:55.622 --> 00:21:05.076
So talk to me, like I'm really excited about the idea, of you introducing this multicast, data distribution technology.
00:21:05.256 --> 00:21:07.786
So what does it look like to get started?
00:21:07.786 --> 00:21:11.036
Let's say I let's say I was a clear channel, right?
00:21:11.036 --> 00:21:14.215
And I own, and I've got hundreds of thousands of signs all over the Midwest.
00:21:14.321 --> 00:21:22.451
I am assuming I have to put a new electronics package or have my contract manufacturer, whomever integrate a new type of hybrid radio.
00:21:23.682 --> 00:21:26.229
Into my device or A gateway of some kind.
00:21:26.262 --> 00:21:32.613
Most of what we actually see Ryan in, in so particularly in the early applications that we're targeting right
00:21:32.625 --> 00:21:32.925
Yep,
00:21:33.002 --> 00:21:33.153
this is.
00:21:34.442 --> 00:21:35.313
Pick out a card.
00:21:35.462 --> 00:21:36.323
Maybe it's an M2
00:21:36.500 --> 00:21:36.790
Okay.
00:21:37.202 --> 00:21:37.472
right?
00:21:37.682 --> 00:21:38.613
Put in our card.
00:21:38.883 --> 00:21:41.823
That's another M2 card that's just got a different set of
00:21:41.833 --> 00:21:42.373
radios
00:21:42.443 --> 00:21:43.163
you're good to go.
00:21:43.584 --> 00:21:43.943
That's it.
00:21:44.153 --> 00:21:44.604
You're done,
00:21:44.676 --> 00:21:47.317
the device sees it as IP traffic and.
00:21:47.693 --> 00:21:49.163
device is IP traffic.
00:21:49.324 --> 00:21:50.634
The look, look, the host device
00:21:50.777 --> 00:21:51.436
Oh my gosh.
00:21:51.483 --> 00:21:52.743
what the backend is and doesn't really
00:21:53.146 --> 00:21:53.596
You're right.
00:21:53.653 --> 00:21:57.193
and then as we think about how does that change the business model for our clients?
00:21:57.193 --> 00:21:59.653
Our clients usually go, what's it cost per gig?
00:22:00.923 --> 00:22:02.898
I need to know, what's your five gig?
00:22:02.898 --> 00:22:03.919
What's your 10 gig package?
00:22:04.128 --> 00:22:06.378
Look, we just come in and go, you're digital signage customer.
00:22:06.378 --> 00:22:07.189
This is your cost per month.
00:22:08.239 --> 00:22:08.398
We're done.
00:22:09.544 --> 00:22:17.574
Flat and there's that sounds a little glib, but what we're actually doing is we're transferring risk away from the end customer.
00:22:17.844 --> 00:22:22.973
'cause the end customer goes, look, maybe I have a big month and I loaded 200 ads instead of 100 add.
00:22:23.243 --> 00:22:27.354
Boom, my cost went up because I had to transmit so much more data.
00:22:28.227 --> 00:22:29.176
We're going to our client
00:22:29.606 --> 00:22:29.987
in this
00:22:29.987 --> 00:22:30.547
marketplace.
00:22:30.894 --> 00:22:35.304
We understand your business and we're gonna give you a flat rate cost.
00:22:36.217 --> 00:22:36.426
Yeah.
00:22:36.487 --> 00:22:42.366
You're describing value-based pricing in healthcare, is instead of paying per service.
00:22:43.821 --> 00:22:49.821
Keep this person healthy by doing all the preventative things and we'll pay you this much per year to a provider, right?
00:22:49.902 --> 00:22:56.882
Diabetics or, so you just, you're gonna do all of the things that statistically reduces the risk by a significantly.
00:22:57.221 --> 00:23:00.531
Like a clinical margin, for the patient outcome.
00:23:00.531 --> 00:23:02.251
And what you're talking about is the business outcomes.
00:23:02.301 --> 00:23:04.021
Okay, as a company, you're what?
00:23:04.021 --> 00:23:12.332
Spending$1.2 million a year or a quarter on just transmissions, here's my flat rate and
00:23:12.489 --> 00:23:12.939
That's right.
00:23:13.231 --> 00:23:13.682
all you want.
00:23:14.582 --> 00:23:14.701
It's
00:23:14.711 --> 00:23:15.011
yeah.
00:23:15.365 --> 00:23:22.275
you're just, you know how much they're spending and so you can, you're not even having to have the conversation about cost per megabyte.
00:23:23.602 --> 00:23:24.442
That's exactly right.
00:23:24.592 --> 00:23:24.951
Yeah.
00:23:25.071 --> 00:23:26.991
And look, think of it a little bit like the lease.
00:23:27.122 --> 00:23:27.811
Like when you lease a
00:23:27.825 --> 00:23:28.115
Yeah.
00:23:28.255 --> 00:23:31.795
You go out, you lease a car, you drive it around and you think it's really great, you bring it back.
00:23:31.795 --> 00:23:35.244
At the end, the guy goes, oh, you owe me$5,700.
00:23:35.605 --> 00:23:37.315
'cause you didn't read the fine print, right?
00:23:37.315 --> 00:23:39.025
You're like, what the heck just happened to me?
00:23:39.028 --> 00:23:39.317
Yeah.
00:23:39.704 --> 00:23:40.785
we look and we go.
00:23:41.494 --> 00:23:42.515
price is what it is.
00:23:42.634 --> 00:23:43.734
It's really simple.
00:23:43.884 --> 00:23:45.295
Sign on the dotted line.
00:23:45.474 --> 00:23:47.720
Now you know exactly what your com costs are gonna be.
00:23:48.998 --> 00:23:50.347
You control the outcome
00:23:50.496 --> 00:23:50.855
yeah.
00:23:50.928 --> 00:23:52.528
And go to, imagine a model.
00:23:52.528 --> 00:23:53.278
Let's peg this.
00:23:53.337 --> 00:23:54.478
Let's peg this to one side.
00:23:54.478 --> 00:23:56.621
Imagine a model where you're doing a high value sporting event.
00:23:56.621 --> 00:23:57.040
Mm-hmm.
00:23:57.464 --> 00:24:13.585
And between the source and the endpoint, you've got a CDN, you've got transport costs over somebody's, cable network, over wifi network, over multiple cellular networks, and you're like, what's it cost me to, what does it cost me to transmit this game?
00:24:13.855 --> 00:24:14.755
And the true answer is.
00:24:15.619 --> 00:24:17.059
not gonna know until the game is done.
00:24:17.750 --> 00:24:19.039
gonna take that uncertainty away.
00:24:19.519 --> 00:24:24.410
We know this is what it costs, this is what it costs to deliver a game, period, full stop, right?
00:24:24.650 --> 00:24:31.674
That now allows you to make bigger bets as a customer because you actually know very deterministically what your costs are.
00:24:33.532 --> 00:24:40.163
For data down, you're essentially telling a signage company, and I know we're picking on signage.
00:24:40.163 --> 00:24:52.147
I'm gonna ask for some other examples, but if it were signage though, the, if data caps were no longer a consideration and you could pull whatever assets you wanted down to your signs whenever you wanted.
00:24:53.048 --> 00:24:57.028
What types of crazy things could you start offering?
00:24:57.157 --> 00:25:00.948
What types of like PR stunts could movie people do?
00:25:00.948 --> 00:25:13.597
Because, because right now ad buys are still limited in, here's the dollars and cents of, getting the assets out and you need to get enough money out of the, enough views or whatever it is.
00:25:13.597 --> 00:25:16.417
And here you could do just more,
00:25:17.028 --> 00:25:19.758
look, there's a really interesting tie in here too, right?
00:25:19.758 --> 00:25:26.268
And I'll, I'll make a pitch for, our, my investors happen to be the four largest broadcast television broadcasters in the
00:25:26.576 --> 00:25:26.865
Okay.
00:25:26.897 --> 00:25:27.167
right?
00:25:27.478 --> 00:25:28.617
This is Sinclair.
00:25:28.708 --> 00:25:33.718
Nexstar Scripts and Gray, these are the guys who own all of the local radio station, all the local TV
00:25:33.800 --> 00:25:34.090
Okay.
00:25:34.847 --> 00:25:37.998
They also, hey, they do a lot of local advertising, right?
00:25:37.998 --> 00:25:47.778
So now imagine, you're walking into the DMV and, you walk in and you look up and you see the sign that says, now serving number four and you're number 872.
00:25:48.482 --> 00:25:51.512
Gosh, I've got a lot of things that I can show and put in front of you.
00:25:51.752 --> 00:25:57.452
And quite frankly, if you look at it today, it's like you turn around and you go, oh, here's an ad for lawn furniture.
00:25:57.452 --> 00:25:59.323
And you're like, I'm not really in lawn furniture.
00:25:59.353 --> 00:26:00.532
Okay, now we can look and go.
00:26:00.863 --> 00:26:04.373
We have a guy who's gonna be standing in the DMV for the next 30 minutes.
00:26:04.673 --> 00:26:06.532
We'll show'em the local Ford dealer ad.
00:26:06.593 --> 00:26:06.893
Why?
00:26:06.893 --> 00:26:09.442
Because we're already doing business with that guy, right?
00:26:09.472 --> 00:26:11.603
Hey, we know there's a pizza guy down the street.
00:26:11.603 --> 00:26:12.772
We can pull that ad in.
00:26:13.073 --> 00:26:13.627
Oh, you know what?
00:26:14.012 --> 00:26:15.663
Geez, it's getting on to be three o'clock.
00:26:15.843 --> 00:26:16.653
Hey, we're gonna cut in.
00:26:16.653 --> 00:26:21.363
We're gonna show a preview of traffic on from a local TV station.
00:26:21.603 --> 00:26:29.413
You can put much more high quality content in front of that customer than, the average Google spot is gonna get out there.
00:26:29.413 --> 00:26:38.087
And that, that also creates value, not just for Edge Beam, but for our end clients, when we look and we go, we have a lot to bring to bear and a lot of value to add on that
00:26:38.145 --> 00:26:44.105
I'm hearing a lot of the work is now being pushed out to the edge in these particular applications as well.
00:26:45.605 --> 00:26:45.895
Yeah.
00:26:45.979 --> 00:26:56.798
it's crazy to see the broad spectrum of connected solutions, those that offload as much to the cloud as possible to keep size, power, consumption, all this, all these things.
00:26:56.798 --> 00:26:58.929
But the applications you're talking about.
00:26:59.723 --> 00:27:11.374
not about shrinking, it's not about optimizing battery, it's, these are things plugged into the grid somewhere you just need to push data to them.
00:27:11.673 --> 00:27:23.324
And in being independent of the malls security, the factory security, the, every restroom stall in every target in the Midwest, whatever.
00:27:25.945 --> 00:27:26.701
Oh dear.
00:27:27.394 --> 00:27:28.286
It's Big,
00:27:28.438 --> 00:27:34.173
it's when we made the transition to 5G, of the things we started talking about was me, mec, me.
00:27:34.173 --> 00:27:35.553
Mobile edge computing.
00:27:35.673 --> 00:27:35.913
Oh,
00:27:36.000 --> 00:27:36.661
right?
00:27:36.692 --> 00:27:37.383
stuff out there.
00:27:37.803 --> 00:27:38.192
Okay.
00:27:38.383 --> 00:27:38.938
We're still not there.
00:27:39.359 --> 00:27:55.170
we are continuing to drive that evolution and you look and go, look, there's a whole bunch of stuff that should be up in the cloud, But there's a whole bunch of places too where you look and you go, that we have around us now has MIPS and pretty damn soon everything is gonna have MIPS plus GPU.
00:27:55.529 --> 00:27:56.759
So now you look and you go.
00:27:57.180 --> 00:28:03.809
Do I really wanna round trip something all the way up and back if the, if things can be appropriately done at different points through the network?
00:28:04.140 --> 00:28:09.119
And generally speaking with that, what that involves is pushing things out to the edge of the network.
00:28:09.359 --> 00:28:14.970
And as we're doing that caching things, oh look, there's that multicast thing again, one to many, right?
00:28:15.059 --> 00:28:16.230
To push them along the way.
00:28:16.230 --> 00:28:23.559
And in all of those cases, we bring value to that equation and make things happen easier and.
00:28:23.809 --> 00:28:24.950
More efficiently.
00:28:25.000 --> 00:28:26.710
The focus is on efficiency.
00:28:27.063 --> 00:28:34.867
So help me think about the types of things that I would best be served by this big multicast distribution.
00:28:35.077 --> 00:28:35.647
Media.
00:28:35.647 --> 00:28:36.758
Makes perfect sense.
00:28:36.938 --> 00:28:39.998
Firmware updates across a whole bunch of devices.
00:28:40.278 --> 00:28:40.667
What else?
00:28:40.673 --> 00:28:41.423
Game update.
00:28:41.681 --> 00:28:42.730
Get game updates.
00:28:42.810 --> 00:28:45.361
I heard that LLM model updates.
00:28:45.780 --> 00:28:46.111
Yeah.
00:28:46.288 --> 00:28:46.618
else?
00:28:46.671 --> 00:28:48.500
And Pause, pause on the LLMs for a
00:28:48.769 --> 00:28:49.038
Yeah.
00:28:49.090 --> 00:28:54.980
Because, look, I'd look and I'd go, we are a company that is enabled by AI and supports ai.
00:28:55.030 --> 00:28:56.260
But I would look and I would go.
00:28:56.570 --> 00:29:09.181
That that doesn't mean we're making AI products, but if you look at what's happening in the universe, whether it's your microphone sitting in front of you or a laptop or the cell phone that we have over there, all of those devices now wanna run LLMs.
00:29:09.240 --> 00:29:15.750
They wanna run and they, generally speaking, wanna run LLMs that span a variety of sizes and capabilities.
00:29:16.020 --> 00:29:19.800
But a lot of those, quite frankly, get built on the same set of models.
00:29:20.070 --> 00:29:22.290
The ability to throw those updates out.
00:29:22.556 --> 00:29:24.236
And do that efficiently.
00:29:24.536 --> 00:29:33.510
Boy, all of a sudden you're making things that were very hard or very security challenge become much, much easier as we can get those things efficiently out to the edge of the network.
00:29:34.044 --> 00:29:35.243
Am I missing anything else?
00:29:35.294 --> 00:29:37.124
Software updates and,
00:29:37.425 --> 00:29:38.205
I'll throw one other.
00:29:38.354 --> 00:29:38.894
yeah.
00:29:38.925 --> 00:29:40.365
interesting one that's out there too.
00:29:40.586 --> 00:29:44.826
one of the other really cool markets that we play in is, enhanced GPS,
00:29:45.604 --> 00:29:46.233
Oh yeah.
00:29:46.536 --> 00:29:47.405
You ever play golf?
00:29:49.056 --> 00:29:49.415
Okay?
00:29:49.596 --> 00:29:51.096
So a lot of people play golf.
00:29:51.096 --> 00:29:51.786
You got that little
00:29:51.814 --> 00:29:52.084
yep.
00:29:52.084 --> 00:29:52.953
Or the little scope.
00:29:52.983 --> 00:29:53.193
Yeah.
00:29:53.286 --> 00:29:53.675
you're.
00:29:54.980 --> 00:29:55.671
Scope, right?
00:29:56.010 --> 00:30:03.500
And you look at it says, Hey, you're 120 yards from the green and you look like in fact, I started a couple years ago carrying both a watch and a scope.
00:30:03.500 --> 00:30:06.080
'cause I'd look and go, I'm not 120 yards from the green.
00:30:06.080 --> 00:30:08.990
I pull the scope up, I go, I'm 106 yards from the green.
00:30:08.990 --> 00:30:13.851
How could I, how could my watch doing that kind of math be that far off?
00:30:13.911 --> 00:30:16.340
And the answer is, it's actually physics.
00:30:16.421 --> 00:30:22.810
Cesium clocks in satellites, drift satellites move a little bit, ionosphere, stratosphere, blah, blah, blah.
00:30:23.111 --> 00:30:26.441
All of a sudden, boom, you're 10 yards apart from where you think you are.
00:30:26.921 --> 00:30:27.250
Okay?
00:30:27.520 --> 00:30:29.921
You and I being average golfers, that doesn't really matter.
00:30:29.921 --> 00:30:31.510
We're still gonna hit the ball on the sand trap.
00:30:31.810 --> 00:30:33.310
But now let's think about a building for a
00:30:33.638 --> 00:30:33.999
Yep.
00:30:34.270 --> 00:30:37.451
If you built a building 10 yards apart from where it was supposed to be?
00:30:37.601 --> 00:30:38.711
That's a big, oops.
00:30:39.161 --> 00:30:44.320
Go one step further and go, what if you were driving a drone in between two buildings and you were 10 yards apart?
00:30:45.131 --> 00:30:45.730
Oops.
00:30:46.141 --> 00:30:53.171
So the good news is there actually is a protocol out there called RTK, which does real-time corrections of GPS.
00:30:53.171 --> 00:30:57.161
It basically says, this is where you think, this is where you think you are.
00:30:57.300 --> 00:31:01.800
Here's what you should know about the satellites around you, so you can change your equation and know where you actually are.
00:31:03.300 --> 00:31:05.461
gosh, there's that multicast application again.
00:31:06.901 --> 00:31:12.480
Now, just pause for a second and think about how many devices you're aware of that use GPS.
00:31:12.763 --> 00:31:13.304
A lot.
00:31:13.560 --> 00:31:17.971
What if they could easily, almost for free, right?
00:31:18.030 --> 00:31:25.530
Know exactly where they are instead of where they think they are, and then start thinking about what's gonna be happening over the next couple of years.
00:31:25.770 --> 00:31:26.476
When you think about.
00:31:27.405 --> 00:31:28.455
about a roboto taxi?
00:31:28.455 --> 00:31:31.246
Is it okay if it's five yards apart from where it's gonna be?
00:31:31.276 --> 00:31:32.566
No, you just hit the kid.
00:31:33.526 --> 00:31:34.726
what about the delivery thing?
00:31:34.726 --> 00:31:40.066
Driving down the sidewalk that's five yards out and is suddenly in the middle of the street and stopping all the traffic.
00:31:40.336 --> 00:31:40.635
Okay.
00:31:40.736 --> 00:31:46.756
What if, and I would go, that's another one of our great applications that were out there and, and I close with you on this, Ryan.
00:31:46.756 --> 00:31:50.625
One of the things that we're finding is this is a little bit of a layer cake, right?
00:31:50.625 --> 00:32:03.226
And what we see is every time we sit down and think about it and start looking at it, so much more of the traffic that's out there is truly small numbers of content that want to get to large number of places.
00:32:03.675 --> 00:32:15.236
And that's a place where we look and we go, we have a sustainable strategic advantage in how we're gonna deliver that to our customers and quite frankly, to benefit, everybody in the US.
00:32:16.584 --> 00:32:17.513
So I've got a question.
00:32:17.544 --> 00:32:19.814
How did you, how'd you run across Soracom?
00:32:21.681 --> 00:32:22.911
Gosh, so well.
00:32:22.911 --> 00:32:23.901
So couple things.
00:32:24.000 --> 00:32:26.211
I am, look, I am a Soracom fan.
00:32:26.211 --> 00:32:27.211
I'm a Kenta(Soracom CTO) fan.
00:32:27.570 --> 00:32:33.351
We knew from the get go, that we were gonna come out and build this hybrid, network architecture.
00:32:33.681 --> 00:32:38.480
And what that meant is we were gonna have to create an environment that created an MVNO.
00:32:39.320 --> 00:32:43.280
Now there are a lot of people with a lot of different approaches about how to do that.
00:32:43.611 --> 00:32:47.151
The thing that we really liked about Soracom, cloud Native.
00:32:48.256 --> 00:32:57.746
AWS first, and there's a heritage and an understanding inside of, of Soracom of building, quite frankly, carrier grade solutions.
00:32:57.986 --> 00:33:02.385
And when we started talking with the team and going, we care about things like TR 369.
00:33:03.736 --> 00:33:08.026
I'm, quite frankly, I'm never even exactly sure what that is, but my CTO says that's telemetry.
00:33:08.435 --> 00:33:08.705
And.
00:33:08.965 --> 00:33:12.476
And we care about things like high availability.
00:33:12.846 --> 00:33:15.756
And then the customizability of the platform and all those places.
00:33:16.086 --> 00:33:25.675
Soracom is just hands down one of the best solutions and, as something that is fundamentally a cloud native approach, which is where we are too, fits together, hand in glove.
00:33:25.736 --> 00:33:28.925
And, we, and I'll tell you, we looked at a lot of solutions.
00:33:29.375 --> 00:33:36.455
We put the sales team and the tech team at Soracom through the ringer, and consistently we saw two things that really mattered to us.
00:33:36.935 --> 00:33:39.996
One is, one is it was a great technology solution.
00:33:40.326 --> 00:33:45.945
The other is, the Soracom team was really direct in being able to say yes and no to us.
00:33:46.155 --> 00:33:48.465
We don't do that and we never will.
00:33:48.556 --> 00:33:50.955
And we go, gosh, and you told
00:33:50.999 --> 00:33:51.983
Isn't that refreshing?
00:33:53.441 --> 00:33:54.250
Really refreshing.
00:33:54.250 --> 00:33:57.411
And the other thing is, there were a couple places where we said, this is what we wanna do.
00:33:57.411 --> 00:33:59.840
And they were like, that's a really good idea.
00:33:59.840 --> 00:34:03.351
We're gonna take that and add that to our roadmap and that kind of collaboration.
00:34:03.601 --> 00:34:06.070
Those are exactly the partnership that, that we're looking for.
00:34:06.070 --> 00:34:09.041
And we're really excited to be engaged with the Soracom team.
00:34:09.400 --> 00:34:12.920
And I know we're gonna do really cool and super stuff together.
00:34:12.994 --> 00:34:19.054
know our CTO Kenta is also a big fan of the work that you guys are doing it, it's breaking new ground.
00:34:20.804 --> 00:34:29.244
That greater mission of just trying to find a way to, connect all the things and, help bring people together
00:34:29.273 --> 00:34:31.434
how do we bring people and things
00:34:31.657 --> 00:34:32.016
yeah.
00:34:32.153 --> 00:34:32.784
I agree with you.
00:34:32.784 --> 00:34:33.929
That's the ultimate mission, Ryan.
00:34:35.347 --> 00:34:36.336
Question for you.
00:34:37.117 --> 00:34:39.217
What is Soracom to you?
00:34:42.659 --> 00:34:44.849
I think there are two answers to that question.
00:34:44.849 --> 00:34:53.954
One is a great technology partner and co-development partner, who creates our end-to-end experience and end-to-end platform.
00:34:54.324 --> 00:34:59.634
And I really focus there on the relationship and the engagement and how that works together.
00:34:59.994 --> 00:35:02.963
Fundamentally, the other thing it is, for us, it's money.
00:35:03.699 --> 00:35:12.329
Boy, you guys help us get to market probably 18 months to two years faster than we would be able to do it without Soracom.
00:35:12.748 --> 00:35:15.958
And what that means for a young company is irreplaceable.
00:35:16.298 --> 00:35:21.909
When you have a startup, a pre-revenue startup company like, it's a lot like having a patient.
00:35:21.923 --> 00:35:25.403
In triage in the OR and they are bleeding out.
00:35:25.403 --> 00:35:27.463
And that blood is our investor's capital.
00:35:27.733 --> 00:35:39.563
And the faster you can stop that bleeding and start the patient getting better, hey, now all of a sudden you're on the road to growth and prosperity and Soracom is probably the most important element to get us from here to there.
00:35:40.306 --> 00:35:40.847
awesome.
00:35:41.327 --> 00:35:41.766
That's cool.
00:35:41.929 --> 00:35:44.757
And we've got the same kind of rich telecom heritage
00:35:44.806 --> 00:35:45.226
Mm-hmm.
00:35:45.398 --> 00:35:56.338
Both in our organization, in yours, and it's, it makes for a good partnership and it makes for a team where, we challenge each other and we push things forward and we create things that have never existed before.
00:35:56.836 --> 00:35:57.286
All right.
00:35:57.677 --> 00:35:58.157
All right.
00:35:59.157 --> 00:36:00.056
this has been so cool.
00:36:00.056 --> 00:36:15.253
This is the first time I think anyone will have ever heard of using broadcast television signals to deliver internet grade downloads, and then using the cellular just for the upload for, all of those keep alive and acknowledgements and ACK backs.
00:36:15.503 --> 00:36:17.092
The SIM technology that.
00:36:17.498 --> 00:36:24.068
Devices already know how to handle for authentication, so you know that the data's only going to that particular device.
00:36:24.510 --> 00:36:32.811
Think the biggest like eureka moment is the understanding of what multicast really means.
00:36:34.117 --> 00:36:35.257
What is the power of one to
00:36:35.420 --> 00:36:36.380
Oh my gosh.
00:36:36.577 --> 00:36:37.418
look, you've captured it,
00:36:37.670 --> 00:36:38.030
Yeah.
00:36:38.088 --> 00:36:39.233
And I'll tell you, this has been a great.
00:36:40.547 --> 00:36:46.398
I really, I think, I think you've really groked what it is that we're trying to do and, it's a lot of fun.
00:36:46.398 --> 00:36:51.617
And I'll tell you like, like the first time I heard about Edge Beam, I was like, they're gonna do what?
00:36:52.367 --> 00:36:53.657
Internet over the tv.
00:36:53.657 --> 00:36:55.878
I'm like, wow, I can't wait to tune to that channel.
00:36:56.208 --> 00:36:57.617
Turns out it's a pretty good show.
00:36:58.635 --> 00:36:59.115
Awesome.
00:36:59.175 --> 00:37:11.175
Alright, thank you so much and we will keep this conversation going and for all of our listeners, we're gonna go ahead and we're gonna have probably some additional, writeups that we'll be doing on this specific topic.
00:37:11.175 --> 00:37:13.635
Look for videos that we'll be posting on social media.
00:37:13.846 --> 00:37:17.661
But until next time, this is, Conrad with the Edge Beam and Ryan at Soracom.
00:37:19.010 --> 00:37:22.701
This has been another episode of What to Expect when You're Connecting.
00:37:23.391 --> 00:37:24.231
Until next time.
