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Ken interviews brand and digital strategist Fisher. · The Mark Simone Show

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  Speaker 1: This is the Mark Simone Show on seven ten WOI
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  Speaker 1: INN for Mark Today, here's Ken Rosato.
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  Speaker 2: Ed good to be with you.
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  Speaker 1: When we go to the phone.
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  Speaker 2: Right now, we talk about Wall Street. Wall Street is
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  Speaker 2: cheering Meta's big new push into cloud computing, even as
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  Speaker 2: the move could mean lower profit margins. And SpaceX is
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  Speaker 2: taking artificial intelligence to literal new heights, and that is
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  Speaker 2: because of its new orbital AI computer satellite called AI one.
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  Speaker 2: Let us speak to brand and digital strategist Fisher. He
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  Speaker 2: could be found on X and threads at Fisher and
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  Speaker 2: at his website Fisher dot Media. Good morning Fisher, Good
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  Speaker 2: morning Ken, How are you doing well? So to talk
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  Speaker 2: about SpaceX and artificial intelligence? We hear so much about
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  Speaker 2: AI and what is this new orbital AI computer satellite.
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  Speaker 1: Yeah, it's the first satellite designed exclusively for running AI
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  Speaker 1: in orbit, not for Internet like their starlink, but for
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  Speaker 1: the high power computing as it floats thirty seven hundred
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  Speaker 1: miles above the Earth. So with traditional terrestrial I guess
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  Speaker 1: traditional is a loose word here, but terrestrial data centers.
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  Speaker 1: You hear the problems with power grids and cooling water
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  Speaker 1: in space. You don't have power problems right, constant sunlight
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  Speaker 1: for free twenty four to seven solar power, and then
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  Speaker 1: the radiate of cooling in the vacuum in space, no
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  Speaker 1: water or massive chillers are needed, so Elon Musk says
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  Speaker 1: the AI one is easier to build. It's just a
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  Speaker 1: basic large solar array, big radiator for heat, laser links
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  Speaker 1: for data. That's how they would shoot the data back
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  Speaker 1: to Earth, and then swappable modules that I guess SpaceX
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  Speaker 1: can go up there and just swap out I don't
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  Speaker 1: know pieces of it if needed, but it's just the first.
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  Speaker 1: SpaceX aims for a massive network potentially up to a
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  Speaker 1: million satellites that could deliver gigawatts of AI capacity using
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  Speaker 1: starship launches starting around twenty twenty eight. So that's pretty
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  Speaker 1: pretty close. So experts debate.
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  Speaker 2: Wait to step on your fishure, steph er. I just
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  Speaker 2: want to back up per second. So all the local communities,
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  Speaker 2: like I know in New Jersey there are communities showing
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  Speaker 2: up at city council meetings protesting AI centers being built.
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  Speaker 2: That could all be a thing of the past. This
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  Speaker 2: potentially would solve all the problems because you're not talking
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  Speaker 2: about building an AI center that would take up a
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  Speaker 2: ton of land, that would take up all the electricity
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  Speaker 2: from the area, and that would you'd have to tap
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  Speaker 2: into a river to cool everything off. That could all
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  Speaker 2: be done in space, and you would never know the
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  Speaker 2: difference on the ground.
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  Speaker 1: Correct, And I mean we've talked about different ways that
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  Speaker 1: companies are going about this, creating smaller sort of AI
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  Speaker 1: data centers that could be attached to houses and you
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  Speaker 1: get paid for the use of your internet and your electricity.
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  Speaker 1: So yeah, this is part of the diversification. I assume
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  Speaker 1: as we become more reliant on data centers overall, not
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  Speaker 1: just for AI but just in general, that this will
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  Speaker 1: be helpful, but will probably need more sadly than a
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  Speaker 1: million satellites to do this. Plus also, if you think
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  Speaker 1: about it, it puts those satellites in range of other
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  Speaker 1: countries that might want to do damage to the United
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  Speaker 1: States or do damage to infrastructure. It allows, you know,
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  Speaker 1: it kind of puts it out there. So you know,
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  Speaker 1: I think this is a way to, as your point,
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  Speaker 1: you know, get away from the local municipalities having to
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  Speaker 1: deal with data centers. But I don't think it's a
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  Speaker 1: complete solution.
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  Speaker 2: So now we talked briefly here about Meta and their
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  Speaker 2: big push into cloud computing. But it could mean lower
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  Speaker 2: profit margins.
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  Speaker 1: Why would that be Because they're currently ninety eight percent
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  Speaker 1: of their revenue is on advertising, and that is about
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  Speaker 1: an eighty two percent gross margin based on you know,
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  Speaker 1: the the what they have to do in order to
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  Speaker 1: put advertising on their platforms. But Google Google Cloud, for example,
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  Speaker 1: operates at an eighteen percent margin. Because you have all
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  Speaker 1: the data centers, you have, the computers, you have, you
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  Speaker 1: know whatever, people, the electricity, the water, all that, so
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  Speaker 1: the margins are much lower. But Wall Street was happy
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  Speaker 1: about it yesterday stocks for Meta. Shares for Meta went
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  Speaker 1: up nine percent yesterday. They're down four percent today. But
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  Speaker 1: it's exciting because also this will be a way for
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  Speaker 1: them to offset expenses. CEO Mark Zuckerberg wants to sell
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  Speaker 1: the excess computing power to external customers and again cloud
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  Speaker 1: computing like Google Cloud or Microsoft Azure, Amazon Web Services.
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  Speaker 1: That's so being able to use Meta's compute power to
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  Speaker 1: you know, have your websites hosted, things like that, but
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  Speaker 1: also offer access to AI models just again as a
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  Speaker 1: way to monetize their AI infrastructure. They spend billions in
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  Speaker 1: I mean Meta, all of them do. But Meta spends
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  Speaker 1: billions of dollars per year on AI, so this sort
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  Speaker 1: of will help them offset some of the costs.
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  Speaker 2: So by having lower profit margins, will they just make
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  Speaker 2: up for it in terms of quantity because they'll have
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  Speaker 2: so many millions of people using the service.
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  Speaker 1: Yeah, I mean it's possible a lot of companies will
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  Speaker 1: use it. But again, what this does and what Wall
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  Speaker 1: Street and I didn't dig into why they're down four
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  Speaker 1: percent today, but it does instead of investors knowing that,
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  Speaker 1: you know, ninety eight percent of the revenue currently is
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  Speaker 1: with advertising and it has a you know, certain up
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  Speaker 1: and down. Now that you add this you know, kind
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  Speaker 1: of third piece into it, or kind of a third
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  Speaker 1: party if you will, of the computing power, not knowing
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  Speaker 1: it what it can do, that really will change the
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  Speaker 1: way that investors look at Meta and it, you know,
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  Speaker 1: because it won't be ninety eight percent of the revenue
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  Speaker 1: on advertising. Now you're going to be a certain percent
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  Speaker 1: off using excess computing power, offering access to AI models,
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  Speaker 1: you know, So it changes it up a bit and
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  Speaker 1: Wall Street will react accordingly.
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  Speaker 2: I think a lot of maybe Wall Street being down
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  Speaker 2: four percent, that's likely because a lot of people are
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  Speaker 2: on vacation already. Today is the day that a lot
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  Speaker 2: of people escape, and so it's very possible that just
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  Speaker 2: not as many traders there. And then tomorrow, I think
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  Speaker 2: is a national holiday, and as it's the recognized national holiday,
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  Speaker 2: so I believe all the financial centers are closed. So
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  Speaker 2: there have it. They've all they've all escape town already,
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  Speaker 2: and they're not they're not thinking about investments right now. Well,
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  Speaker 2: I guess they're always thinking about investments, aren't they. They
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  Speaker 2: just don't actually trade on these days there with the
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  Speaker 2: families in the in the station wagon. Do people still
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  Speaker 2: have station wagons now? They don't, do they? I'm showing
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  Speaker 2: my age very quickly. Where do you see this going?
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  Speaker 2: With cloud computing? Will there even be memory chips in
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  Speaker 2: phones and whatnot in the future or will everything be
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  Speaker 2: on the cloud.
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  Speaker 1: In a way, A lot of things are on the
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  Speaker 1: cloud already. If you use Google, you know, try to
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  Speaker 1: access your calendar or your Gmail when your computer's down
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  Speaker 1: or your phone's offline you don't have cell service. I
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  Speaker 1: mean a lot of things are going to the cloud. Yes,
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  Speaker 1: your phones might be more reliant on the cloud. There
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  Speaker 1: still will be storage locally because you need to have
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  Speaker 1: some of that even to process the data from the cloud.
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  Speaker 1: But yeah, it'll be interesting to see how far we
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  Speaker 1: go where you know, do your lights work if your
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  Speaker 1: internet doesn't. Yeah, it's gonna be dicey. It's not it's
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  Speaker 1: not great in thinking about it. But you know, also
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  Speaker 1: in terms of jobs, I know that's you know, a
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  Speaker 1: big discussion that's been happening for months and into years now.
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  Speaker 1: Companies are realizing that maybe they cut too much for
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  Speaker 1: AI and are hiring people back. So you know, I
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  Speaker 1: think that you know, maybe the pendulum will swing the
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  Speaker 1: other way and they realize that they do need folks.
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  Speaker 1: And also that having everything in the cloud and not
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  Speaker 1: you know, not everybody has high speed internet. There is
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  Speaker 1: the middle of the country or poorer parts of the
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  Speaker 1: New York State or Jersey or you know Long Island
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  Speaker 1: that people don't have fiber or you know, a cable internet,
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  Speaker 1: so you know, they have to account for that as well.
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  Speaker 2: Yeah, definitely a lot of places. And all you need
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  Speaker 2: is to have a big storm come through your area
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  Speaker 2: here in the Tri State and wipe out your electricity
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  Speaker 2: and your internet for a few hours, and you quickly
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  Speaker 2: discover because remember you still need power to run the
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  Speaker 2: cell towers and whatnot. Yeah right, I mean I just
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  Speaker 2: saw New York.
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  Speaker 1: I know you're in it, everybody's in it, but you know,
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  Speaker 1: it could get so much that it overwhelms the systems
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  Speaker 1: and they shut down, and then you're without power and
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  Speaker 1: without internet and without access to certain things. And that's
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  Speaker 1: where a lot of people, I mean, ask anybody who
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  Speaker 1: works from home. They know what happens when the Internet
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  Speaker 1: goes down. You're trying to work, You can't. You just
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  Speaker 1: sit there and hope Microsoft Teams doesn't come back.
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  Speaker 2: That's why, that's why Elon is hoping everybody will switch
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  Speaker 2: over to Starlink at one point. All right, Brand and
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  Speaker 2: Digital she is.
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  Speaker 1: We could talk about this next time. But he is
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  Speaker 1: delving into the cellular world.
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  Speaker 2: Oh heck he is, Yes he is. I know. I
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  Speaker 2: T Mobile already has that as the backup wherever they
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  Speaker 2: don't have cell service. Right, that's the option offered right now.
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  Speaker 2: It's amazing. Brand and Digital strategist Fisher found on x
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  Speaker 2: and threads at at Fisher or at his website Fisher
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  Speaker 2: dot Media. Thanks for coming on this morning, sir. Thanks Ken,
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  Speaker 2: have a great day you two, and happy fourth and
• 8:41
  Speaker 2: it is Ken Razzanowin from Mark. On your Thursday, I
• 8:44
  Speaker 2: almost said Friday. It feels like a Friday. It's a Thursday.
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  Speaker 2: When we come back, we will take more of your calls.
• 8:49
  Speaker 2: That number is one eight hundred three two one zero
• 8:52
  Speaker 2: seven ten. Eight hundred three two one zero seven ten.
• 8:56
  Speaker 2: We want to have those calls. Put them on here,
• 8:58
  Speaker 2: just a couple of minutes here seven ten wo ar