Latest / Inside Integration / Episode 105: TCL Owns 51% of this Podcast

Transcript

Episode 105: TCL Owns 51% of this Podcast · Inside Integration

• 0:00
  Welcome to the Inside Integration Podcast.
• 0:02
  My name is Chris. I am joined as always by my
• 0:04
  partner Jason and. What's up, everybody?
• 0:07
  Oh, sorry, I didn't mean to step on you there.
• 0:10
  That's. OK, I already said it.
• 0:12
  It's yeah, we're, we're everybody's, we're all jubilant
• 0:17
  today. It's the it's the first, first
• 0:19
  episode of our third season. So in your in your podcast
• 0:24
  thing, you'll see a little, see a little three there, see a
• 0:27
  little 3. That is crazy for something that
• 0:30
  started out as a marketing exercise.
• 0:33
  We've come a long way. Hey, what what can we do that is
• 0:39
  not not a big lift And, you know, can, can be some fun and
• 0:42
  we can talk to some people. Let's let's do a podcast.
• 0:44
  But yeah, I don't know how to do that at all.
• 0:45
  And it shows. Yeah, right. 100.
• 0:49
  We're living proof of. That 5 episodes later, here we
• 0:52
  go. But no, we're, we're, we're
• 0:56
  we're bringing some big news today as we talk about this
• 0:59
  fresh on the wire is Sony and TCL.
• 1:04
  Have have you heard? Well, of course you've heard
• 1:06
  about this. I don't know, forgot what I was
• 1:07
  asking here but man, big big deal.
• 1:14
  Yeah. I mean, I think it's a signal to
• 1:17
  obviously a broader landscape of what consumer electronics are
• 1:20
  going to look like here in the next decades coming forward,
• 1:25
  right? Like with this isn't like a
• 1:26
  tomorrow till next week kind of move or operation.
• 1:31
  And all of the details are not clearly out there on the in the
• 1:35
  world yet because it's still an if you know, from what I read on
• 1:38
  the news report, it's an if they can make it work and if they can
• 1:42
  do that so that, you know, really they're just making the
• 1:44
  official announcement to Wall Street and to the buying public
• 1:48
  at large that, hey, you know, we're looking at maybe doing
• 1:51
  this and trying to see if we can figure it out.
• 1:53
  I mean, Sony and Honda tried to merge, Nissan and Sony tried to
• 1:56
  merge. Like there's been a lot of
• 1:57
  things that maybe haven't fallen the way that they're supposed
• 2:01
  to. And I'm no insider on any of
• 2:03
  that stuff other than being able to watch it, you know, from the
• 2:06
  sidelines like everybody else. But yeah, this is a, a,
• 2:10
  definitely a, a, a wild, how shall we say wild change.
• 2:14
  Because you look at what you look at the, the manufacturing
• 2:18
  prowess that lives in China, but also with a company like TCL.
• 2:23
  And then you also look at, you know, the intellectual property
• 2:27
  and some of the things that Sony owns on the hardware side of the
• 2:30
  business and. Processing.
• 2:33
  Pretty dramatically. Yeah, certainly.
• 2:36
  Not just consumer goods. Yeah, it's, it's, it's, it's
• 2:42
  real interesting because it is, it's a 5149.
• 2:46
  You know, the announcement at least is that it was like a
• 2:48
  5149. Is there is that?
• 2:52
  Is that a clock? Yeah, there's a, there's a,
• 2:53
  there's a time stamp. Yeah, there's a clock below me.
• 2:56
  So if, if anybody's at home listening and they're like, what
• 3:00
  the hell just happened? Jason is celebrating his mom's
• 3:04
  80th birthday in Florida. And because of that, I'm not in
• 3:09
  my normal and I would say sound controlled environment, but
• 3:12
  that's not exactly what it is. It's a room where I can close
• 3:14
  the door and turn everything off.
• 3:17
  At my mom's house, we've got chime clocks because my mom's
• 3:20
  eight years old. So that's just what we do.
• 3:22
  So anyways, every 15 minutes of this podcast we will get another
• 3:26
  chime to remind us that it's time to get it moving.
• 3:30
  Dude, that is you know, and here we go.
• 3:32
  We're off track already, but that is absolutely one of those
• 3:36
  like as soon as I heard that, like, you know, you know, you
• 3:39
  know what it is, right, Because that's, that's something.
• 3:41
  Yeah, of course. Grow up with, you know, nobody's
• 3:45
  got chime clocks anymore. That's just not even a thing.
• 3:47
  But that's great, dude. That's like, where are you at?
• 3:50
  Bavarian Village? What's going on with you over
• 3:52
  there? Immediately brought me back to
• 3:55
  like, you know, grandma's house tchotchkes like I'm thinking
• 3:58
  Doyleys like all of a sudden just puts you in his headspace.
• 4:01
  Like good for you man. That's awesome and and good on.
• 4:04
  Tchotchkes, what are you talking about?
• 4:06
  What a what a what a great son to fly across the country and be
• 4:08
  with your mom on her 80th birthday.
• 4:10
  You are. You are just a Mensch dude.
• 4:12
  Good for you and you know, well, here we go.
• 4:17
  I'll, I'll, I'll take that. I'll take those words of
• 4:19
  kindness. Yeah.
• 4:20
  And we'll just put it up with the chime and say, you know, I'm
• 4:24
  grateful for the privilege to be able to be here and and
• 4:27
  celebrate with my mom. So anyways, now that we've
• 4:30
  covered that ground, we can get back to.
• 4:34
  To seeing the. TCL and what that all means.
• 4:37
  Yeah, absolutely. Jason is sitting in a room
• 4:39
  surrounded by stuffed animals and chime clocks, so it.
• 4:42
  Hummels. It's a new day.
• 4:44
  Yeah. Yeah.
• 4:45
  Oh, my God. There's for sure some penalty
• 4:47
  pictures of me in high school, you know, whatever wish had been
• 4:51
  burned or should have been burned.
• 4:52
  It's good. That's a great time.
• 4:54
  Anyway, so, so yeah, So what I've read about this thing, it's
• 4:58
  it's a 5149 TCL favored agreement is what they're
• 5:02
  talking about. And correct, it's not, it's not
• 5:04
  just like the the news is the TV's, but this is also the home
• 5:09
  audio portion of things, which is a real big revelation, right?
• 5:13
  Like Avrs and that kind of thing.
• 5:15
  Like this kind of gets, you know, TCL into into that market
• 5:20
  that they really weren't in before.
• 5:21
  You know, they've they've made inroads and TV's like people
• 5:24
  know what TCLTVS are and that kind of thing.
• 5:26
  But yeah, this, this kind of firmly cements the place in the
• 5:30
  living room. Maybe I maybe I completely
• 5:33
  missed it. Maybe none of the articles I saw
• 5:35
  had it in there. But any idea what happens with
• 5:37
  projection? Is that part of this too?
• 5:40
  Have you heard or? I yeah, that's a great question.
• 5:43
  I I think maybe it's much too early to call and that's
• 5:46
  certainly somewhere on a line item for things to discuss in a,
• 5:50
  in a conference room somewhere in, you know, in San Diego or in
• 5:54
  Tokyo or somewhere in China, Shenzhen or somewhere between
• 5:58
  all three of those places, I'm not sure.
• 6:00
  But the you know, that's a that's a great question.
• 6:03
  What what is the future of of projection?
• 6:06
  I mean, I think a company like TCL certainly has the Hutzpah to
• 6:11
  be able to manufacture cutting edge projection displays layer
• 6:16
  in some Sony video processing and some of those sort of
• 6:20
  stories. I think that that certainly
• 6:24
  elevates, you know what their game is over the let's just say
• 6:28
  current administration of re badge DLP projectors and and
• 6:32
  that kind of stuff, right, But sure, yeah, sure.
• 6:34
  I think I you know, the, the audio component of all of this
• 6:37
  for me was was pretty startling as well.
• 6:40
  I was like, wow, that that's a big difference.
• 6:42
  Does that mean the, you know, the AV receiver business becomes
• 6:47
  something else? Does that mean that sound bars
• 6:50
  and that Sony's audio know how it gets cooked into some
• 6:55
  products that that, you know, maybe the Chinese guys have been
• 6:58
  trying to spin up but haven't been able to execute?
• 7:00
  You know, Sony owns a lot of patents on a lot of those
• 7:03
  things. So where does that IP live,
• 7:05
  where those patents live? You know, I think there's a lot
• 7:07
  of conversation around what, you know, what the devil's in the
• 7:12
  details is. They say, you know, this is an
• 7:15
  article that came out this morning, so we're already trying
• 7:17
  to dissect it. For, for, for.
• 7:19
  For facts. But it's news.
• 7:22
  Yeah, it's definitely a big deal.
• 7:24
  And I think it's a signal to everybody in our space that, you
• 7:28
  know, things, things are never static.
• 7:33
  And I think in, in this case, this is going to be healthy for
• 7:37
  Sony, you know, from a, from a standpoint of not having to be
• 7:41
  necessarily a, and I'm going to use this word as, you know,
• 7:45
  effectually appropriately as I can, but kind of a customer TV
• 7:48
  manufacturer, right? Like where they're buying rock
• 7:51
  components from other people, they're actually be able to use
• 7:53
  some of that engineering prowess with the manufacturing
• 7:56
  capability of a company like TCL.
• 7:59
  That's like given, you know, Emeril Le Gaziol and who said a
• 8:02
  lot knives and and oven and stuff to cook with.
• 8:05
  I think from from my viewpoint anyway.
• 8:07
  Bam, right, it's sorry, you know, and that's that's a real
• 8:15
  good angle that I that I kind of hadn't really thought about too
• 8:18
  much is, you know, for year, you know, Sony's Sony's been buying
• 8:23
  their components from what's essentially their competition,
• 8:25
  right like it you know some of their sure there's screens in
• 8:28
  their glass and that kind of thing and essentially it's a
• 8:30
  competition. So and you know again, this is
• 8:33
  just me kind of spitballing here.
• 8:34
  I don't know anything ever, but basically if I was Sony's
• 8:39
  engineers, I'd be real cagey about getting too involved with
• 8:42
  that kind of thing right like obviously you contract with a
• 8:44
  company to build a certain thing to spec.
• 8:47
  You probably have to be really wary, especially when you know,
• 8:51
  there's a company that you know, that same company is producing A
• 8:54
  competing product to yours, right.
• 8:56
  So now you've got this agreement with TCL where, OK, maybe you
• 8:59
  can open up some of that expertise to, you know, to these
• 9:04
  guys and, you know, maybe there's better ways to build
• 9:07
  panels that these guys are amenable to or, you know,
• 9:10
  however that works like, you know, that the, the TCL
• 9:12
  tentacles are, are big, you know, like there's they go deep,
• 9:15
  right well. Couple, couple of billion native
• 9:20
  customers, you know, behind the borders of China is a great
• 9:23
  place to start, you know what I mean?
• 9:26
  But the, the flip side of that is, you know, I think when I,
• 9:29
  when I was kind of thinking it through about I don't know how I
• 9:32
  thought about it. And of course, you know, there's
• 9:35
  a purist in me, I know, and you start turning into some weird
• 9:38
  xenophobe about Japanese manufactured Japanese goods and
• 9:42
  all that stuff. But you know, I think those days
• 9:44
  are I frankly pretty well behind us from a from a broad strokes.
• 9:49
  And I don't mean that in a in a pejorative sense.
• 9:51
  I mean that the economies of scale and where factories and
• 9:55
  manufacturing can really happen at an efficient level.
• 9:59
  That's sure in China or sorry, that's not in Japan, that's in
• 10:01
  China, right, That's in South Korea, that's in those other
• 10:03
  places. So for for a company like Sony,
• 10:07
  there isn't a South Korean partner that they could go to.
• 10:10
  I don't think that would be able to make the same kind of deal at
• 10:13
  the manufacturing level that you could make with a Chinese
• 10:16
  manufacturer. And, and who else can they
• 10:18
  compete with? If you, if you're at Samsung or
• 10:21
  you're at LG right now or you're at Hisense, you're probably
• 10:24
  looking back at that and going that's.
• 10:28
  A. Different day potentially here
• 10:30
  right exactly. So I think maybe that UPS
• 10:34
  everybody's game. So now you've got to come back
• 10:36
  and OK, crap. Well, they're, they're over
• 10:39
  there now. They're not just a, they're not
• 10:41
  just a customer anymore. Now they're like a competition.
• 10:44
  And they've got some pretty serious horsepower behind them
• 10:47
  to, to get back into market and to be, you know, price leader,
• 10:51
  performance leader, put Sony back on it where they were in
• 10:54
  the, in the heyday of, of the Trinitron and all that.
• 10:57
  Well, and that's yeah. And that's kind of why it was,
• 11:00
  yeah. It's, it's really kind of a
• 11:02
  paradigm shift cause you know, you've, you've got, I mean, I
• 11:06
  was AI was a huge Sony fan, right?
• 11:08
  Like, you know, Sony AVR, Sony components, Sony TV.
• 11:11
  So you know, it's all, it's all baked in and all that stuff.
• 11:14
  And, and knowing that, OK, now it's, this is the expertise,
• 11:18
  right? Like, and, and for what it's
• 11:20
  worth, I mean, this is Sony has run this playbook before, you
• 11:23
  know, like the, the cell phone, you know, the, the Sony cell
• 11:26
  phone and the Sony Vaio laptop and, and whatever.
• 11:31
  You know, it's, it's interesting the things that Sony has done to
• 11:35
  kind of survive, right? Like they're still strong.
• 11:37
  And saw some comment on Reddit. It was like, OK, so what's Sony
• 11:40
  now? It's like, you know what
• 11:42
  photography and PlayStation in a trench coat.
• 11:46
  Like what's hard? You know what is?
• 11:48
  It and it's insurance, but there's a lot more eating and
• 11:51
  all and IP sure spider man birthday plates make more money
• 11:56
  than Sony TV's do every year so like let's let's not let's not
• 12:00
  kid ourselves right when we're talking about what IP and what
• 12:04
  licensing and all that stuff could mean for revenue, Sony
• 12:06
  doesn't have to put it in a box. They just have to sign a piece
• 12:09
  of paper and checks come and. They're and they're not losing.
• 12:12
  You know, that was always the thing with Sony is that it was
• 12:14
  expertise, right? It was image processing and it
• 12:16
  was it was different, you know, cinema shops and that kind of
• 12:20
  thing. And all of that knowledge now
• 12:22
  isn't lost, right? Like it just, you know, those
• 12:25
  folks move into something else and, you know.
• 12:29
  Got a whole user set of deep pockets.
• 12:31
  Yeah, it's, you know, Uncle T is going to come to town.
• 12:34
  Or Mr. T, I'm trying to. I pity the fool.
• 12:36
  I don't know if I make that joke, but you know, you got to,
• 12:42
  you got to really, you know, Uncle T comes to town and he's
• 12:45
  got deep pockets. And now you're engineers who
• 12:49
  have been trying to refine existing hardware that they've
• 12:52
  been provided can get back to the doing the, the heavy lifting
• 12:57
  and really stretching their imagination and have the funding
• 13:00
  to be able to really execute on it.
• 13:02
  I'm, I'm excited for that from a hardware side of things.
• 13:06
  And I think, you know, for, for Sony, the, the larger business
• 13:10
  entity that you know, has their, you know, don't, don't kid
• 13:13
  yourself. They're a giant octopus as well,
• 13:15
  right? They're they're in parts of the
• 13:16
  business world that you've never seen before and.
• 13:19
  There's healthcare, there's, you know, Yeah, they.
• 13:21
  All those Oh my God, it's it's insane hospital and, and all of
• 13:24
  that stuff, right, like military, you name it, it's that
• 13:27
  they've got a they've got a, a foothold in in so many of those
• 13:30
  markets. So, yeah, I'm honestly, I'm,
• 13:35
  I'm, I think it's a great way to be excited about what a future
• 13:40
  means for a company like Sony with this, because otherwise
• 13:45
  what, what, what is the long term effect if they continue to
• 13:47
  be a customer sort of manufacturer?
• 13:51
  How you know, in a, in a space where a 65 inch TV at the
• 13:55
  grocery store is $329, like that's a real thing, right?
• 13:59
  So how how does Sony live in that world?
• 14:02
  How do you assign a premium value to something that, again,
• 14:06
  the average person could walk into a grocery store or a, you
• 14:10
  know, pharmacy? Even I saw T VS right?
• 14:13
  Sure on on. The top of the Publix, right?
• 14:18
  Yeah, like, hey, man. Don't.
• 14:20
  Mess around. With Publix.
• 14:21
  OK, don't, don't do you. Hey, no.
• 14:29
  Like don't mess with my pub sub my guy 'cause I will cut you.
• 14:33
  Or a deviled egg. Publix deviled eggs.
• 14:36
  Low key solid hitter. If you like deviled eggs, go to
• 14:39
  Publix. If you're ever around one, snarf
• 14:42
  up some deviled eggs for lunch and fart on your Co workers.
• 14:45
  They love it. Those the front of the end.
• 14:50
  Yeah, front of the van. Egg farts.
• 14:52
  That's exactly the picture just. Just.
• 14:57
  I'm Let me, let me paint, let me.
• 14:59
  Paint the scene. You can, you can tell me how
• 15:01
  accurate this is, but, you know, 2 dudes sitting in a van, you
• 15:06
  know, just after lunch and it's just egg farts and you're in
• 15:08
  Florida. So it's 90% humidity and
• 15:12
  probably 85°. And just, I just can't.
• 15:16
  I just can't I, I'm retching in my mouth right now.
• 15:19
  Just think, Yeah. Luckily, you know you don't.
• 15:24
  You don't really want to. Make a candle for that.
• 15:28
  Do we do we need to make a candle?
• 15:31
  That's post two guys? In a van after.
• 15:34
  After deviled eggs. Yeah.
• 15:40
  Oh, man, yeah. You know, since it's a smell or
• 15:43
  one of your strongest memories. And I don't think that I, we
• 15:45
  should continue to extrapolate what that one must have been
• 15:48
  like. But yeah, there was certainly a
• 15:50
  lot of, you know, chicken tender sandwiches, certainly my beloved
• 15:56
  Publix pub sub, roast beef sub, Italian sub.
• 16:00
  And yeah, I mean, you got to put a couple of deviled eggs in
• 16:03
  there with a big gold Gatorade or something like that and get
• 16:07
  back out on that street wire, son, because this house is not
• 16:09
  going to wire itself these. These aren't deviled eggs, but I
• 16:13
  can see you driving around in a van with like a Paul Newman jar
• 16:18
  of just eggs in it, just, you know, reaching over, as you
• 16:21
  know, cruising, cruising down, unscrewing the top, taking the
• 16:25
  full hand loose. Yeah, no, no, that baby is
• 16:31
  nowhere nearby. Yeah, no, we.
• 16:34
  We we're definitely more of a, they're more of a beef jerky and
• 16:38
  giant jugs of water and ice guy. We did have a few.
• 16:43
  You know you're always going to run across some characters on a
• 16:45
  job site that might have an alcohol problem or a drug
• 16:48
  problem maybe. Just a little bit.
• 16:49
  But you know, like, why are there, why are there Bush light
• 16:53
  tabs coming out of our water jug?
• 16:55
  Oh, well, I know I was drinking Bush lights and I was storing
• 16:58
  them in the cold water. Is that cool?
• 17:00
  No, it's actually not cool. Yeah, Bush league is more like a
• 17:05
  That's your. That's your Michelob Ultra, he
• 17:07
  said. Was that you?
• 17:09
  Sounds like your name was Addis and you're you're from Chechnya
• 17:16
  or somewhere and drinking on the job.
• 17:17
  But anyway, what? What do I?
• 17:20
  Have hey, you could do a case of Bush lights and still frame a
• 17:23
  house and it and be perfectly fine.
• 17:24
  Those things are that's just it's an appetite.
• 17:27
  It's might as well be just not me, dude, right?
• 17:29
  It's better. It tastes like it, that's for
• 17:33
  sure. That's for sure.
• 17:34
  You. Know it, it it kind of and and
• 17:36
  back to the subject at hand, that's actually, you know, AV
• 17:39
  and integration. You know, this this sort of the
• 17:42
  story goes back. We talked a couple episodes
• 17:44
  about like it's consolidation right here we are.
• 17:47
  Oh, 15 minutes. Here it is.
• 17:49
  Yeah. Another, another 15 minutes.
• 17:50
  So we know that we've at least done 15 minutes on this podcast.
• 17:53
  Maybe we should. I should take this clock home
• 17:55
  with me. So we do it.
• 17:57
  Start out with the chimes. This could be part, this could
• 18:00
  just be a regular thing, right? Here's your here's your warning
• 18:03
  chime new character. On the show the chime clock
• 18:06
  chimey. It's chimey, the clock it's.
• 18:10
  A Dingle ball? Oh no, that's not right.
• 18:12
  No. No, it, it, it goes back to, you
• 18:16
  know, our recurring theme, right?
• 18:18
  Consolidation, right here. We, here we go.
• 18:20
  We're going to start seeing, we're a couple weeks into, you
• 18:23
  know, three weeks into January here and we're, we're starting
• 18:26
  to see more things coming together, coalescing.
• 18:29
  And, and in my wildest dreams, I would not have thought it was
• 18:32
  Sony and TCL, but here we are, right?
• 18:34
  Where's, where do we go? You know, where do we go next?
• 18:38
  My, yeah, my, my personal chat bot and my social media buttons
• 18:46
  have been, have you seen this? Did you see this?
• 18:49
  And I hadn't seen it. I was like, these are lies.
• 18:53
  This is AI. And then I actually did a little
• 18:57
  bit of reading and the the official press announcement
• 19:01
  from, you know, Sony dot GP or sorry, Sony dot JP would lead me
• 19:06
  to believe that that's very serious and should be something
• 19:10
  to I think be examined. And I think again, as I said
• 19:15
  before, I think celebrated kind of not, not because we should be
• 19:18
  excited about the fact that, you know, there's a bunch of new
• 19:21
  change and, you know, there's some, you know, people are
• 19:24
  asking a bunch of questions about the product.
• 19:26
  But I think what we were saying before is this is a great way
• 19:29
  for Sony to level up it really. Is to.
• 19:33
  Put a stamp on it so. It does, it seems, it seems
• 19:37
  beneficial all the way around, right?
• 19:38
  That's obviously what you want in all cases, right?
• 19:40
  You want something that benefits everybody.
• 19:42
  It seems like it's beneficial to to all sides here.
• 19:45
  You know, they could have picked a lot worse than TCL for sure.
• 19:50
  You know TCL. Making.
• 19:52
  Inroads big, Monitors big. Displays.
• 19:54
  Yeah, you you could have, you could have done a lot worse TCL
• 19:59
  and it's. You know, the, the, the
• 20:01
  anarchist in me says like, OK, well, that's one less
• 20:03
  competitor. But at the same time, you know,
• 20:06
  would it have been worse if LG and Sony did something together
• 20:09
  or Samsung and Sony or Samsung and LG or whatever, right?
• 20:13
  Like you're still, you're still kind of preserving that big
• 20:16
  three at the Top Model, right? And you're still, you're still
• 20:20
  room for disruption and that kind of thing.
• 20:23
  But yeah, man, definitely a surprise this morning for sure.
• 20:27
  I'm sure your your, your shit was buzzing nonstop there.
• 20:30
  You. Go well-being on East Coast
• 20:34
  time. I was surprised to be getting
• 20:35
  text messages at 7:00 this morning local time about it
• 20:38
  'cause that's when my, my phone decides it's time for me to wake
• 20:41
  up. So, you know, 4:00 in the
• 20:43
  morning, people are hell, maybe getting out the dog or
• 20:47
  something, whatever they're doing.
• 20:48
  And it's like, Oh my God, did you see this?
• 20:50
  Let me send this to Jason. He'll know what's going on like,
• 20:52
  Oh my God. So again, I'm, I'm excited for
• 20:57
  the, for the, for the future. I think that's a great and
• 21:01
  healthy choice for, for Sony to make to partner with a, a, a, a,
• 21:05
  an entity like TCL And I, I frankly, I'd have to say I don't
• 21:08
  know all the things I need to know about TCL.
• 21:11
  But I think from a, a, a larger branding exercise, the
• 21:15
  professional prowess that Sony has with all the image and
• 21:18
  sensors, which we kind of talked about that a little bit.
• 21:19
  I, what a great way to leverage that story well into the next
• 21:25
  decade and beyond. A. 100 percent, 100% All right,
• 21:29
  So any, any, any closing thoughts from from Florida?
• 21:33
  Anything else you you want to get into in in this the first
• 21:36
  episode of our third season? You know, I mean, we, we talked
• 21:41
  about deviled eggs. We.
• 21:45
  Talked about Publix, yeah. So we've got we got those bases
• 21:49
  covered. So I mean Florida's basically
• 21:52
  check box. You know, I, I will say that
• 21:55
  it's interesting to see being here where I'm at, I'm in Ocala,
• 21:59
  FL right now. So if anybody's ever been to
• 22:02
  Florida, or more specifically Ocala, FL, the, the horse life
• 22:07
  out here is real. So you mean we went out for
• 22:11
  dinner last night? Yeah, there was a big equestrian
• 22:14
  center here and the, the, the restaurant that we went to was
• 22:17
  in the equestrian center. So, you know, there's people in
• 22:20
  jumpers and stuff like that running around and, you know,
• 22:23
  girls run by with their, you know, teenage girls with their
• 22:28
  black Amex cards to go buy treats and stuff like that.
• 22:31
  So, you know, I guess there's, there's a lot of money down here
• 22:36
  in Florida. So if I was a custom integrator,
• 22:38
  I might feel pretty good about maybe trying to stretch my legs
• 22:42
  out, maybe get in contact with the horse people.
• 22:45
  If you hadn't targeted them before or didn't know anything
• 22:47
  about horses, they're, they're expensive.
• 22:50
  You should try to figure out how you connect yourself to the that
• 22:54
  horse life. So so so in a previous life when
• 22:58
  when I had a business in in Jersey, my partner I got got
• 23:03
  approached by A and this your story just reminded me.
• 23:06
  I figured I'd share it. OTB we got a no.
• 23:11
  Effects on the. Third race.
• 23:12
  Nope. Nope.
• 23:13
  Nope, we weren't. No, it wasn't anything like
• 23:15
  that, but we, we got approached by a, by a client who was big
• 23:19
  into horses and stuff and they wanted us to, you know, when
• 23:22
  you're, when you're in business, they ask you to, you know, put a
• 23:24
  little booster ad in like their, you know, horse club program or
• 23:29
  whatever it is, right. So it's a little thing.
• 23:30
  So I came up with, you know, because we were an integrator
• 23:35
  and we did smart houses. I put a thing in there, you
• 23:37
  know, everything you need for your smart horse and then
• 23:41
  crossed it out and, and wrote house and it went over real
• 23:43
  well. And I, I just don't think it
• 23:45
  gets to the, the credit that it deserves for, you know, that
• 23:47
  prototypical marketing thing. So yes, if you're an integrator,
• 23:51
  definitely lock in with the horse crowd because that is,
• 23:54
  that is a, that is a deep well, horses are expensive and there's
• 23:59
  your lesson for today. So right.
• 24:03
  Like you just, you know, if you, you want to ingratiate yourself
• 24:06
  to clients that have wealth and have means, go where the people
• 24:10
  are that have those things that, you know, I was able to just
• 24:13
  have dinner in that spot. And immediately I was thinking,
• 24:16
  dude, if I was a integrator, I'd be trying to figure out who I
• 24:19
  needed to be connected to here, what kind of events we could be
• 24:22
  doing here, what kind of outreach we could create, what
• 24:24
  kind of experience we could have with these guys.
• 24:25
  Like, what could I do to to sure elevate myself to get into their
• 24:30
  game? And not that you need to
• 24:32
  reinvent yourself or become a chameleon just to to gain new
• 24:36
  clients, but talk about thinking outside the box in terms of how
• 24:40
  am I going to get new customers or where?
• 24:42
  Where are the wealthy at in my area?
• 24:44
  Maybe it's the helicopter crowd, or the boat crowd, or the car
• 24:47
  crowd or the whatever crowd. Is crowd area the broke crowd.
• 24:51
  The boat crowd is a rich vein for sure.
• 24:54
  Well, if you. Have horses on a boat?
• 24:56
  You're doing it big time, right? Sponsor.
• 24:59
  Yeah, if you could find a horse race on a yacht, sponsor that
• 25:02
  that's your sponsorship opportunity.
• 25:04
  Yeah, let's. Go that's the that's the that's
• 25:07
  the Home Run Derby of of gold coins for you, Mr. Mario.
• 25:10
  So if if you can. Find this, You know this, this
• 25:13
  would be the ideal is the triathlon of yachting horses and
• 25:18
  golf, right? If you can, if there's an event
• 25:20
  near you that that combines all three, they're all the same.
• 25:24
  Guys, they're all the same people, that's what I'm saying.
• 25:26
  Right, like your dad. Drives the boat, the the the
• 25:30
  kids jump the horses or mom jumps the horses and then
• 25:32
  they're all going to go play a round of golf afterwards.
• 25:35
  That's a great way to go. Perfect.
• 25:38
  I love it. I think that's a good reason.
• 25:39
  There's my. Advice for me to you this?
• 25:43
  Is a good place to get off this horse.
• 25:44
  And yeah, so as always, welcome to Season 3, our third year.
• 25:50
  And thank you so much for joining us.
• 25:54
  Yeah. And please, if you don't
• 25:56
  already, follow us on Instagram at Inside under score
• 25:59
  Integration. Follow us on the Gmail, send us
• 26:03
  an e-mail. What is it inside
• 26:04
  integration@gmail.com. And take care everybody.
• 26:07
  Bye bye.