CXMT is ‘NOT A THREAT’ to chipmakers: BluBird Capital managing partner

I WANT TO WELCOME A NEW GUEST LOUVER CAPITAL MANAGING PARTNER TO THE SHOW, WELCOME TO THE SHOW, OFTEN WATCHING AND READING YOUR WORK FOR TIME IS LIKE GOING TO SCHOOL, I LEARNED A LOT ALMOST EVERY TIME I READ SOMETHING SO THANKS FOR COMING ON THE SHOW. A LITTLE BIT ABOUT YOUR BACKGROUND. >> , FORMER FINANCIAL ENGINEER AND A VOICE AND INTERESTED IN INVESTMENTS. WHERE I FOUND A WHOLE IS TRYING TO EXPLAIN THE ENGINEERING UNDER THE INVESTMENT SO THAT'S FOR BLOOMBERG CAPITAL COMES ABOUT, INDEPENDENT RESEARCH PLATFORM AND WHERE I COME IN AS AN ENGINEER AND TRACK TO EXPLAIN THE ENGINEERING UNDERNEATH, I TALK TO PEOPLELE THAT DO THE ENGINEERING. >> LET'S TALK ABOUT THAT BIG NEWS, THE BIG IPO, TO 12 TIMES OVERSUBSCRIBED, THERE WERE THREE PLAYERS FOR A LONG TIME, IT FELT LIKE THEY HAD THIS, MICRON, LINUX AND SAMSUNG AND NOW A CHINESE FACT, 40% ALMOST. I TALKED EARLIER ABOUT THIS, WE SEE THE SAME PLAYBOOK FOR THE UNDERCUT THE PRICING, MARKET SHARE? APPLE LOBBYING THE WHITE HOUSE TO THEIR CHIPS. >> I DON'T THINK IT IS A THREAT LITTLE AND HAVE WRITTEN ABOUT IT. THEY ARE THREE BEHIND, THE TWO MAIN LEADERS AND YIELD 25% AND THREE KITTENS BEHIND. PRICING IS 30% HIGHER IN THEIR OUTPUT IS WAY LOWER THAN MICRON, I DON'T THINK THEY HAVE ANY COMPETITIVE MODE. ON TOP OF IT, CHINA'S DEMAND CAN'T BE FULFILLED WAS CONTINUING FORWARD. >> YOU WOULD BE A BUYER OF MICRON AND KOREAN NAMES? >> ABSOLUTELY AND I WOULD CONTINUE TO BE A BUYER AND BY TARGET IS AROUND 1200, WHICH IS A POTENTIAL HIRE FROM HERE. I SEE GOOGLE PRESENTED 80% GROSS AND A BACKLOG OF 500 BILLION AND LAST WEEK, BUT COMMUNICATE THREE SAID OPEN SOURCE MODELS WILL BE IN THE FUTURE MIX, MORE TOKENS AND AGENTS AND IT NEEDS MORE MEMORY BECAUSE THE CONTEXT IS BIGGER. THERE'S MORE MEMORY FROM 962300 GIGABYTES AND WE HAVEN'T EVEN GONE TO AUTO, AND PHYSICAL AI. >> PEOPLE TEND TO USE MOMENTUM AND CHARTS AND GUESSING VERY FEW UNDERSTAND THE ENGINEERING I LOVE THAT'S WHERE YOU COME FROM. IT GIVES ME A CERTAIN AMOUNT OF HOME TO UNDERSTAND THAT BECAUSE IT DOESN'T GO AWAY OVERNIGHT. IT'S COMING ON REAL STRONG, I HEAR THIS IS A PLAY ON ROBOTICS. >> BLACKBERRY GRANDFATHERS PHONE AND THINGS HAVE CHANGED, THEIR OPERATING SYSTEM FOR VEHICLES, THE CEO RECENTLY EXPLAINED REAL-TIME OPERATING SYSTEM BUT THIS IS WHERE I EXPLAINED, WE HAVE A MICROKERNEL, INDIVIDUAL KERNELS THAT WORK IN A SILO WEIGHT WHERE IF SOMETHING BREAKS IN THE MAIN MEMORY SYSTEM THEY CAN REBUILD FROM START WHICH IS WHY BLACKBERRY QNX BUT IT'S NOT DIFFICULT TO BUILD. WHAT'S DIFFICULT IS GETTING THE CERTIFICATIONS THAT TAKES YEARS HAVING IT FOR EACH MANUFACTURER SO RIGHT NOW IT'S ABOUT $3 A VEHICLE AND ROYALTIES AND THE FUTURE THAT CONSOLIDATES INTO A SOFTWARE FUTURE WILL MAKE A CALL FROM THREE TO $9 SO THAT'S WHERE I THINK BLACKBERRY'S POTENTIAL COMES IN IN THE FUTURE. >> I KNOW YOU LIKE CELESTICA AND CADENCED. I WANT TO BRING YOU BACK AND IT'S A LITTLE SHORTER THAN THE TED TALKS. EVERY TIME YOU SPEAK AND WRITE, I LEARNED SOMETHING AND THAT HELPS ME BECAUSE SOMETIMES YOU NEED TO REALLY UNDERSTAND WHAT YOU OWN