Why Palantir Is Our New Favorite AI Stock

it is a stock that we stayed away from for a long time maybe too long for me is one of those companies that took a while to really wrap my head around what they were all about partly because it's kind of a secretive company they were a private company since 2003 but after 17 years they went public in 2020 then quickly became a favorite among retail investors their entire YouTube channels devoted to covering the company and the stock of course we're talking about paler and the more I learned about them the more I liked not just what they do but how they do it their whole mindset their philosophy and know paler does not have a simple elevator pitch that captures what they do obviously they build software platforms crazy Advanced software platforms that turn complex data into AI Automation and actionable intelligence their client roster quite literally all over the map from Tech and Healthcare and finance and energy and automotive and fast food chains and we can't forget the military and National Security the CIA FBI NSA and DOD are all paler clients and they're doing the same thing in 150 other countries too today on Dum money why right now paler has become our favorite AI stock this is dumb money live hey there Dave here along with chrisen Jordan we are dumb money welcome to Dum money live quick reminder to smash the like button let the almighty algorithm know that we're on I mentioned in the open that uh there's not really an elevator pitch for paler the way that some of our other favorite uh companies just naturally make sense for example Nvidia makes the chips that companies can't get enough of Apple sells the device and ecosystem that I personally interact with every day more than any other company any other brand Amazon sells everything and their web services Powers everything else Tesla isn't a car company it's an AI and Robotics bet and with just those four stocks our portfolio is already very heavily weighted towards artificial intelligence and apple intelligence so Chris Jordan why Palante here and why now well Dave first of all this episode is for me I think you guys as well this is three years in the making we have never had a stock that our community want us to cover more than paler that where we just refuse to do it like for three years remember back in 20 you go back and watch old episodes where we we literally saying yeah I don't even I don't even want to start my research on paler because I know once I go down that rabbit hole there's no coming out and actually if you look at the stock chart all of that time that we were not thinking about it not covering it it was going down and then it had a a low point and we're like I don't know maybe maybe we should look into it and it's been just on a tear ever since well here's here's the thing paler I I've been I've been researching the stock for three years and I just could never get over the hump when they were mostly focused on government obviously there are a lot of concerns there about any company that's exclusively relying on government business I just didn't have any interest in it that time but you know the retail investors that went down that rabbit hole would have told you that this company was building something really special that at some point in time W would materialize into one of the most important companies in the world and and I heard that but I chose to wait to see it because I wasn't going to invest in paler as a government-only company okay especially one that is focused just on America and America's allies and something happened in the last two years where they started to make this transition to commercial customers which basically opens up paler the entire world um that was not an easy thing to do I wasn't sure if they would be able to pull it off and at first they didn't pull it off they have a really there were a lot of people who were in that camp up there's no way they're going to be able to turn this like giant government boohemoth into something that can be a product that Wendy's can use to uh you know improve their systems but they did they did it well this is the thing e even as even a year ago it was questionable as to their ability to fully scale out that product in a meaningful way and because they're so secretive I like I said if if you went down the rabbit hole and you did your research you probably knew what they had but for the rest of the world it was kind of difficult to understand how real uh this differentiated approach really was when you have a nutball CEO who at least presents himself as a nutball he's either he's either like Elon Musk style genius for those that believe elon's a genius or he just crazy and you can't trust him right so like I was on the fence for a long time yeah no I totally get that and I I do notice by the way today are you is that your Halloween costume uh dressing as Alex karp because the white T-shirt all I've ever seen him wear yeah what what do you see him wear what white shirts just a white t-shirt that he like literally he show up to like any like interview business meeting like he's just he's just a t-shirt guy no Dave I was going to wear an SMU t-shirt today gray one and as you are well aware I almost didn't make the show because I left my phone on the on the the club chair at the coffee shop came all the way home and realized I didn't have my phone freaked out I couldn't even call you to tell you I was running late but I I couldn't message you till I got back to the coffee shop that was literally seven minutes before our show is about to start and my coffee Shop's 15 minutes away I don't know how I made it I almost I killed half a dozen people on my way here I'm so embarrassed if people I'm glad that uh that Humanity survived your your driving um even on a good day your driving is terrifying you should go watch the original dumb money shows to see that all right so so I don't want to mince words um before I say what I'm about to say I want to remind everyone we are definitely not financial advisers we do not understand what your risk tolerance is this show is not about mirroring our trades by any means it's about us surfacing ideas and having you guys poke holes in it do your own research speak to your financial adviser and figure out your own stuff um I want to make that very clear but I do not want to mince words because this is a stock that I've been thinking about for three years uh it's a stock that I have been deeply researching now for about three or four months um before this show we had intended if you remember my past text from the last few months guys we wanted to do this show before the SMP inclusion I was I can't even my heart dropped when the S&P inclusion because I already owned it I qualified for the S&P inclusion the last time around and we were like oh well okay good we still have time to do the show yeah and I apologize my schedule has been crazy everyone's schedule is crazy so we just we were not able to pull it together and and do this show before the uh was it was it last week that it got added yes so anyway our bad Dave's bad our bad um so I don't want to mince words though if you believe like I believe that we are on the cusp of a new world order due to the AI Revolution I firmly believe that and this will usher in a handful of1 trillion doll plus companies over the next decade I firmly believe that um paler for me is a company that I can't not own it's a company that so many people say is grossly overvalued their PE is too high at 80 or 90 or whatever it is the CEO believes the company can be 10 times the size in the future I believe there's a 50% chance of paler being 10 times its size in the next 10 years I'm willing to take that risk I know that we're on the cusp of a new world order brought on by Ai and paler for me is one of the five companies I have to own I have to own them as part of that because we can't wrap our head around the size of paler total addressable Market in 20124 and all the analysts that are trying to project their growth rates based on now you just can't do it you just can't do it and we'll talk about paler differentiation we'll talk about the thesis on this episode but it's really all it we there's not enough information yet AI is so big it's like going back to the birth of the Internet it's so big and so new and changing so quickly that how in the world are you going to make a projection we see we see stock analysts trying to make their best projections and good for them they're doing their best but they really have no idea you can't predict the future and if you think about this product in particular this this platform uh even their websites demo of the uh AIP platform is just so kind of like mind-numbing uh they have this example of getting like a supply chain uh supply chain resolution bot and if you've ever gone through implementing Salesforce at a company I can only imagine like how painful the onboarding process is to become a paler client but the thing is it just seems like this the software that that a Manufacturing Company can use and that a uh logistics company um can use and that a insurance company can use and that a fast food chain can use like to to all be using that same software but somehow it works it works incredibly well they use natur language prompts to inform it what to do and let it make decisions it looks like kind of like an integration wizard it's it's just something that that I haven't seen I don't there's any other company talking about doing this sort of thing Dave I was at a company in the early days of Salesforce that decided to install Salesforce and we were not that large of a company we were hundreds of employees not thousands or tens of thousands it took us two years two years with a designated team doing nothing 20 nothing for two years internal team to build out Salesforce before we could launch it in the company that was a two-year onboarding process two years before we onboarded Salesforce to anyone in the company okay now during that time I purchased Salesforce stock because I saw what was happening and nobody believed that the Tam for Salesforce nobody believed that it could be as big as it was but the Moes that they were building in that space were just astronomical at the time now I want to read something here getting back to what I said about the world not being able to really understand the Tam for a company like paler you know Bank of America came out with an upgrade I think it was like this last week uh they said like 50 bucks a share or whatever they call it a watershed moment to revisit what you know about pent here now I hate quoting sside analyst because I just don't like any I just don't like sside analysts I don't really read anything they have to say but I thought this is really interesting in 1980 AT&T hired a consultancy company to estimate the market size for cell phones by 2000 the study suggested there would only be 900,000 users by year 2000 the actual number of mobile subscriptions in 2000 was 100 million okay 100 million okay just just think about that they estimated 900,000 was 100 million these early estimates also failed to anticipate the world of apps streaming smart devices and ultimately how this new product would bring forward the first public trillion dollar company we view paler capabilities technology and path forward facing a similar fundamental misunderstanding the upcoming S&P inclusion provides a watershed moment for institutional investors to revisit what they quote know meaning what they think they know okay about paler we reiterate our buy rating and raise our price Target to $50 now that doesn't really sound like a sell-side analyst I'm pretty proud of it I don't know who wrote this report for bva I worked with BFA for years at ticker tags remember that Jordan but I I good for them good for them like that is actually that's exactly how I feel about palente tier three years into my research and you know three three or four months into very deep research probably close to 100 hours in the last three to four months um this company guys they will tell you that and and I and I want to quote the CEO because this is just such an interesting way to think about it Jordan I want to get your opinion on this he says that large language models are like hydrocarbons in the ground okay and if you think that way if you actually believe that then you need a company like paler because the hydrocarbon large language models he's he's basically saying a large language model is a hydrocarbon like oil Just Energy um is useless without the processing from the equivalent of Palante teers AI platform l a raw material what llms are basically a raw material that needs to be harnessed and so Jordan because out of the three of us you're the only one that has been kneed deep the last year you know working with AI coding companies like you're actually this is your life every day just for fun you do this so what do you think about that statement is that accurate is it is that is that yeah for sure I mean if you're going to get some language model or some model to understand your business then you've got to organize the information inside that business and what their whole thing is is that they break your business into an ontology right to where they can actually understand the different categories of they can categorize things um and uh make sense of the data underne underlying your business that then you can use an llm to interact with that ontology so I think I think that's a it was a succinct way to you know I don't really love the hydrocarbon analogy um but I think he was going for like maybe a succinct way to explain things but I do think that they're the work that they do upfront um on an ontology basis to really categorize what's going on in your business is is kind of what is the magic of of paler well and Dave getting back to what you said about and what I mentioned about Salesforce taking two years for us to build Salesforce out at our company um palen tier their model I've never seen anything like this for a company that has this large of a moat with what they could potentially charge clients a leading convenience store chain went from Prototype at a boot camp for those of you that don't understand paler sales model listen I spent my entire career uh before becoming an entrepreneur and investor in sales sales and Biz Dev they have this thing called boot camp paler investors know exactly what it is but rather than pitching you with a PowerPoint presentation and the old school way of trying to to to get a company to buy your services they sign you up for a boot camp or more like it you're on a weit list for a boot camp and they essentially take your actual data as a company and show you what paler does for your company using its actual data well they took a convenience store chain from Prototype at a boot camp to a paid pilot in 25 days then converted the inventory management and pricing optimization use case into initial production immediately immediately following the pilot I've never seen anything like that before and what that means guys is that paler has the capacity to go from zero right to 100 in almost no time as quickly as they could sign clients up it doesn't take years and years for clients to get ramped up and bought in to the paler ecosystem they are up there so you can walk away from a boot camp with a ready to implement product is it's it's just unheard of in software because like you say normally it is a we're gonna we're gonna show you a powerpoint presentation and then on in our next meeting we're going to walk you through some an example of some other you know generic data so you can see how it works and then on the next meet like it's how how other companies haven't adopted this kind of philosophy doesn't really make sense to me but it's probably because most software can't adapt that quickly when I sold intangibles you know software right our our lead time could be six to nine months just to get a deal done right but here's what's really interesting on that same point a major North American Industrial company started working with paler in late 2022 expanded to a $5 million run rate in 20123 and further deepen the engagement to a $20 million run rate this year one of America's leading hospitals began working with paler in 2021 generated about 1.5 million of Revenue in 2022 over 4 million of Revenue in 2023 and is on track to generate 15 million of Revenue this year now what that means is that the bulk of of paler customers are all signed in the last year okay so all these customers are going to be doing 3x then another 3x that the year later and they're barely scratching the surface I think they only have 300 commercial customers contracted in the entire world and the company is massively profitable that's not how it works for a software for a company you usually you need thousands and thousands of clients before your profitability so if you extrapolate this and I know that analysts and investors just can't really do this so what you have to understand is an analyst can't say that paler is gon to grow and paler can't say this either they can't come out to Wall Street and say hey guys we're gonna go for I know we're growing this way right now but we're going to start to grow like this in two years and three years and four years they can't say that would be financially irresponsible sell-side analysts can't say that okay but if you read between the lines that is a real possibility with palente teer it's a re and this is coming from this is my half of my life was in this type of sales model okay I'd never seen anything like this before it's it's actually incredible and if you overlay AI on top of this and and the Revolution were about to go through the New World Order we about to go through paler is literally in the poll position they're in the poll position to be the company the company that might just be able to enable the benefits of AI for all of the world's Enterprises better than any company on Earth on Earth so yes are they overvalued on paper right now yes on paper they look grossly overvalued right now yeah I think Beyond just the PE number it it's it's trading at a 30 PE to sales which is very expensive it's a very expensive stock um so that's but I mean if you're looking for negatives that's pretty much the negative is just what it trades at currently yeah I don't some people you could say like 70 to 100 depending on if you're using 24 numbers or 25 numbers right for Ev sales oh no no I'll just thing um they're growing EV to sales I think is a little better way to look at it it's it's expensive at 30 but here's what I re and and I I know I just I'm rambling here but there's so many different things that I love about this company one of the things I love most and by the way I want to give a call out right now to um amitz amius investing Amit uh so Amit investing on Twitter Okay so YouTube yeah and on YouTube he kind of is the palir content creator he's the guy for for for investors he is the guy so if you're invested in Palante or even contemplating it he is the must follow if you follow one person um one thing that I love that he does which is what I do um on everything that I invest in is I do my best to try to get in front of the customers because nobody knows outside of even more so than internal people at paler uh nobody knows this company better than the actual inclines in fact he's at the palent tier like Summit right now this week they they do they're on their they do this every year they're on their fifth one it's the AI platform like Summit that they have and he's interviewing paler customers that and if you actually listen to anyone in your network that actually uses uses paler it is stunning I I read one quote I don't know where I read it but it was like when we log into to paler it's like we're visualizing like we're looking into the Matrix looking into the Matrix yeah yeah I think I think that was on his one of his tweets that that might be yeah that was one of his tweets but here's the thing like I've spoken to people who have paler at their company and they all say the same thing I actually did speak to someone recently at my coffee shop who has a family member who used to work at paler and left and I was like oh boy he left like is there something wrong like it I'm always like Curious like what am I missing he's like oh no he's like he can't stop talking about how Next Level that company is and how the entire world has no clue just how many levels above everyone else they are and like those are the sort of little nuggets that you love to hear um and again there is always risk investing in a in a high multiple company because any hiccup in the technology sector any hiccup at the company any hiccup in the economy or the market at large P tier is the type of company that can get hit really hard right so because their customers are are a little more price it doesn't matter if if their if their customer is doing three times better using their software than not using their software even in hard times they're not going to cut the thing that makes them three times more efficient yeah I I I totally Dave I could not agree more um it's a sticky product it also it also is a product that has potential for upsell too and so I was what I was listening to is that um you know once they get in build the antology and they've got an understanding of your business as you ask for more insights that maybe they can't provide they can turn those features around and then say hey we've got it um why don't we sign a new uh service contract Jordan I feel that paler is a company that once you're embedded with them which again does not take years wildly it only takes months they have a choke hold on you they literally have a choke hold on you now so here's an here's an interesting Insight lenar Holmes which is a paler customer saves 7 millon million dollar per development per development okay just laying down roads and utilities okay that is insane Airbus Industries puts out planes 30% faster on their complicated supply lines due to paler technology hospitals are now on are using paler I think this was Mayo Clinic uh is using paler to understand when beds are likely to become open and they're getting ahead of that right the the implications for artificial intelligence in the you know in the world in the commercialized world we none of us can wrap our head around it but paler on the bleeding edge of figuring that out and actually enabling the benefits for all of the world's companies put a price tag on that I just want to remind everyone of something paler valuation very high PE but again recently profitable when you look at a company that's recently profitable and try to throw a PE it's not always Fair okay but that's why I like that's why I like Eevee to sales so price to sales at 30 I mean that's no matter no matter how you slice that you can 30 price to sales or Eevee to sales is it's expensive they're an80 billion market cap company they're not a trillion doll market cap company Salesforce is like a $270 billion market cap company I would wait I mean the future of Palante here I believe relative nothing wrong with Salesforce I'm not a Salesforce hater I no longer own it um but it's it's an 880 billion dollar company guys it's not it's not a trillion dollar company I'm not saying that paler is going to be one of those 10 trillion dollar companies that I I know will surface here in the next decade um but I think they're likely to use paler I can see him 10 Xing I could see that as a real real possibilities I like the risk reward for me not for not for you they're a uh they're a run as a startup that is creating enterprise software but there they've been around for 20 years what did I don't know if you've if you've come across this in your research Chris what were they doing 20 years ago when they started before AI was a thing like was this like what was their software then I I I can't answer that question I was I I was not researching paler 20 years ago um I think it was 17 years ago but yeah they no they started almost 20 years ago they went public after 17 years and it's and that was in 2020 so after seven okay gotcha they're coming up on 20 years that that's pretty much when I started my research I don't know man but it almost doesn't it almost doesn't matter but I I again I want to talk about corporate culture which is extremely important from what I understand the culture inside of paler is phenomenal as it relates to Engineers okay so it's an engineer driven company which kind of scares me sometimes but I feel like an engineer driven company is only good when it actually works when it clicks and works uh but I feel like it's also their CEO is like a Visionary I think you you you mentioned Elon Musk earlier I I feel like it is that kind of like mad scientist uh kind of thing with the hair I love it man I love it he's a listen here's the thing Ju Just Like Nvidia just like this is a boom or bus type CEO meaning the he's going he's reaching for the Stars okay and nine out of ten times 99 out of 100 times when you have someone like that they take measured risk and it doesn't always go well right so you have to understand the risk of a CEO like that but this is why I had so here's a quote you gave a quote from him earlier this is this is a quote quote on kind of their overall philosophy they believe that they could build a company that would make America and its allies stronger better more intelligent more agile and wealthier they took a lot of positions that looked outside of the norm some people said bat it crazy like America is good the West is good you should fight for meritocracy we can make industry and America dominant we do not apologize uh the best and greatest country in the world I mean he's he's kind of like saying I'm building the software to make America great again to to grow these industries to turn our stocks just just amplify them to to 10 um and and they build software that is that is um both for government and for private sector and it's it's just it's a very unique business proposition so here's the deal if you haven't seen a lot of this guy karp in person like in interviews he's on Bill Mah tonight tonight he's on Bill Mah that is going like I'm not the biggest Bill Mah fan but that is going to be off the chain I mean I can't even imagine where that conversation's gonna go tonight um I like you got interviews are so short you're not going to I don't think we're g to get enough out of him but um but I will definitely be watching or at least replay it's going to be it's going to be fun um so that's it guys listen I I have a I I I really got into paler a few months ago um I've been I think I've added at least once since then and I actually added paler I added more paler after the S&P inclusion I was upset but I was like I don't care I'm just gonna swallow it and and and because I didn't have as much paler as I wanted to have swallowed it and I bought it I still don't have as much as I want and and I feel like it just keeps going up I'm waiting for a pullback to to get more but this is not a company that I'm going to trade this I I don't care what the price is today I'm not going to this is one of those Buy and Hold and don't sell stocks that I may never sell this may be a permanent part of my uh portfolio which is why I've got to carefully like reallocate things so that I have enough well Dave we talk about long-term social ARB trades and and and a social ARB trade that lasts for years normally it's because the market just incessantly misunderstands a company and undermate underestimates a company but it's less about the company usually it's about the sector so I've been in Amazon I don't even know how long I've been in Amazon I still consider a social ARB trade because back then the market just did not understand the internet and they did not again understand cloud computing and how large cloud computing Computing was was going to be people misunderstood The Leverage that Apple would have in early days always thought it was overvalued okay I feel like paler could be one of those companies that just benefits from the world not wrapping their head around how AI is going to bring in a new world order over the next decade and you don't understand how concentrated the power like is going to become in the next decade and what when I mean by power I mean like the ability to monetize right I think there will be a handful of companies that will take most of those winnings and I think paler could be in the mix I think it's likely to be in the mix of one of those companies um so I I can see myself being in paler for years waiting for the market to look back and go wow this is the internet all over again times 10 and man I wish I no one would have thought that paler would be it is today and we're I'm talking about 2029 2030 right so yeah I'm in man I'm I'm all in I'm I'm I'm one of those paler people now that I used to kind of think was really weird uh I'm one of them totally I I I I'm a fanboy now of of five companies I I've gone from four to five companies and something you said just triggered in my mind that um Apple uh iPhone pre-sales just started at 400 am. this morning you didn't get yours Dave No 7 a so I hope I I I had my alarm go off and here's the question for you which one did you get what color I got the new color of course not you're I'm put my you know I'm gonna put my ugly PL my $14 thing and I'm gonna put the thing that no one uses anymore I I dude I'm gonna do it dude why do you do it to yourself but here's the thing Dave for two weeks until I can get the new one ordered I'll I'll have that new color and it'll be fun for a couple weeks my question to you is I couldn't figure out whether I should buy the new iPhone on Apple which is ultimately what I did because I always just feel more comfortable going through apple or through AT&T it looked like AT&T like by reupping my contract I could have gotten an extra $500 so instead of a $500 trade in you can you can here's the thing though they spread it out over 36 months all of your you don't get your trade in value up front they spread it out to keep you lock into at& yeah so what it's it's a good deal if you keep your phone for three years um because you pay like three to five or seven bucks a month or something like that for the phone or even or even if you just plan to be with AT&T and upgrade your phone every year because you'll get multiple credits coming in over Years you'll get you'll get the full thousand you ever want to trade that phone in youve got to buy it out of the contract of whatever's left of that three years so it's I think the iPhone replacement program is a better value you then I don't even do that I just pay cash for it pay cash yeah yeah because I don't want to be locked in for two years I get a new phone every year yeah um so iPhone replacement program they'll replace it every year you just constantly have a $60 a month payment yes yeah but why I want to respond I guys you know I have that meaning at the jump in a minute but I just want to respond to a couple questions so I feel like we have not we have not really paid attention to the comment stream last couple episodes and I apologize for that starting next episode we will someone asked if we had and guys look for good questions someone asked if we have an update on Apollo I assume they're referring to our big investment in one of the humanoid companies optronic uh lots of good things happening but nothing to discuss right now in fact I think there's lots of good there are some insane things happening at all the humanoid companies right now I would say by the end of this year watch out by the end of this year uh you're going to see some really interesting stuff with all of the humanoid companies I won't say more than that but good good stuff happening there I I still haven't like fully gotten into Tesla I'm waiting but at some point I'm going to go and really really really hard on Tesla for that Apollo trade um any questions we should address I have like three minutes um I don't think they were talking about robotics on Apollo I think it was they wer stock okay but oh they talking about apoll wait something else I I don't know because Apollo is not Tesla's Tesla bot okay no I don't see any questions that we would need to hit I'm just trying to scroll through I just didn't want to ignore people um I okay so I do want to say back back to the important stuff did you get the pro or the pro Max of course I got the pro Max I 26 512 or terabyte uh I got 500 because I'm at 335 usage right now you remember I don't use iCloud photos I I don't understand you I download all my videos and photos every two years when I upgrade my phone so it's a you know it's a half day process but how do you do that I don't understand this Max thing that you guys are doing the regular iPhone's just normal size like no it's not no it's not it's not nearly not not when you get old like us and our I want a double Max I I I hope that someday they come out with a double Max that's a full half inch larger version you have to like hold it further away like I do now that's that's what you you just get an iPad mini and use that as a phone I I could do another half inch easily on this no I don't want any bigger because it needs to it needs to easily fit in my pocket it will still fit in your pocket but this year I think I this is just a tangent I think that this year not for me but for normal people I think that the actual non-pro version is the first really competitive non-pro version of the phone because they have essentially the same chip only one the the pro version is um normally they're one year behind in the non-pro but because they wanted to get apple intelligence up to date they went with the same chip but the pro version has one extra GPU unit which is not really going to make any difference unless you're like a hardcore gamer or something so uh and that and and the additional the Periscope camera those are the only kind of like major differences so if I were a normal person I might actually consider this year buying the nonpr phone I'm definitely not a normal person and I have to get my pre-order in right now because I can't believe I forgot this morning um I do I do want to say something important uh had lots I've been kind of I went dark about a week and a half ago I've been off of Discord I haven't pulled any data for any of our community members we have a whole ton of stocks and companies that people are wanting me to pull data on I promise I'm getting to it this weekend I'm getting back in Discord I actually saw some really interesting data on a few companies and I'll share that in the research trade channel of our do.tv for Discord this weekend uh I'll share the web stats I'll share the credit card data I'll share whatever I have I have access to for you guys so I just want to apologize about that but there are some interesting things happening yes Pony up uh SMU game tomorrow looking forward to that uh Celsius I'm still out of Celsius guys as I told you I spend an insane amount of money buying weekly Celsius data I have not seen the data improve so I'm not I got out of Celsius when the data fell apart months ago I will not touch Celsius unless the data meaningfully improves and when it does I promise to tell you guys so for now I'm out on Celsius um not getting back in guys I do have to go I have is those of you that don't know you know we bought a new bar called Milo Butterfingers in Dallas and we're in the process C of making it amazing it's a 1971 institution here in Dallas Texas and we're you know we're improving everything uh but I have a meeting with our designer and our contractor in 15 minutes all right so and I've gotta get my order in it looks like I'm not gonna get this until October 7th at this point oh dude Dave I'm getting mine on the 20th of September what was I actually like seeing that though because that means that is the best sign that apple is actually moving phones today I you know everyone was so worried about this phone that no one was going to buy it I was actually a little concerned I was like I was going to check in at the end of the day and if we were still in the month of September that was going to be super worrisome so you wait what day in October are you Dave 7th through 14th is what they're what they quoted I haven't actually um I have to get my trade in uh logged in so I can't I can't actually place this order yet but so that's only a few hours in that's actually pretty strong that's like right in line with where we were the past couple years I'll buy yours from you no on delivery day $200 200 over cost I take so many videos of of uh sports for my kids that I know if the camera is only if the video is like shot you should shoot everything in 4k 120 now I'm going to that's what I'm most excited about that you know what else I'm excited about the the increase I think in like wifi speed I I don't know if it's real or not Wi-Fi s yeah so like you upgrade your Wi-Fi at home though so yeah you're gonna get a new router for that wait H how do I because there new there are new Wi-Fi standards that you have to get routers that can deal with what is your router now can we can we do that where we live can we like you go through the cable right it has nothing to do with the inter the like you get a mesh system like the ero or the Google Wi-Fi right now those are all on 6E and so they don't they're not Wi-Fi 7 yeah okay so no real benefit unless you upgrade your Home Hardware are you gonna do that Dave no all right whatever I'll figure it on my own Wii is fine like you don't chill out it's not fine Jordan it's not fine AES my kids like on their phones and that everyone's sucking up my Wi-Fi at the house no dude no you need a mesh system to distribute the load what do you what do you have where where's the antenna for your Wi-Fi it's it's like I don't in the in the washroom dude it's like you just have one the whole house you need you have one you need a mesh no no no no I do have a mesh system I do have a mesh system actually I take it back I do your mesh system you can get a new mesh system okay okay I got I got to run 500 bucks all right I got I got to run hey guys have a great weekend sorry sorry we've been gone a couple weeks it's 100% Dave's fault Dave is vacationing half his life now in Mexico and I it just is what it is I'm available most most days I don't I don't have that much to do I do have to go get a taco later um Dave you have nothing to do you literally have you live in Mexico by the ocean with no neighbors and nothing to do we should be doing shows every day we should we if I get back in the rhythm of doing shows every day I would absolutely do it I don't even know two time difference between you guys I have to wake up extra early and H all right I don't even know what the hell you do have a good weekend we'll see you are we still talking are you in Dallas now are you back in Dallas right no this is this is Mexico you said you're coming home this week when you come I come home next week okay I'll be back I'll be back um next week okay all right just let me knowy we gotta do lunch with Patrick so next week I told him we can do lunch all right if if Patrick's watching smash the like button yeah all right thanks everyone guys [Music]