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🚨BUY Render While You Can!🚀A.I. vs Bitcoin🔥 · The Paul Barron Crypto Show

• 0:06
  Speaker 1: All right, guys, let's get into it today. It's gonna
• 0:07
  Speaker 1: be a good one. We're gonna break down Render. I
• 0:09
  Speaker 1: think you don't want to miss it. It's got some
• 0:11
  Speaker 1: very interesting points they could set you up in this
• 0:14
  Speaker 1: bull run. My name is Paul Barrel, Welcome back in
• 0:16
  Speaker 1: a tech path. I do want to think our sponsor
• 0:18
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• 0:50
  Speaker 1: self custody plan to get started, Let's go over to
• 0:53
  Speaker 1: the topic today and that is render. Render of course
• 0:55
  Speaker 1: has been doing some things in the background, as you
• 0:58
  Speaker 1: guys know, O Toy and Octane already on play right now.
• 1:03
  Speaker 1: Maxon getting ready to go with redshift and then of
• 1:06
  Speaker 1: course their newest cycle of innovation coming into one of
• 1:10
  Speaker 1: the most advanced three D tools out there with Blender.
• 1:13
  Speaker 1: So I want to go to a clip real quick,
• 1:14
  Speaker 1: and this is in reference to light Field Labs in
• 1:17
  Speaker 1: case you don't know. Render purchased them a while back
• 1:19
  Speaker 1: and they were trying to achieve something that was very unique.
• 1:23
  Speaker 1: Take a look at this clip and you'll get an idea.
• 1:25
  Speaker 2: That these are all great techniques, great technologies for what
• 1:29
  Speaker 2: they are, but they're not forming an actual object. Let's
• 1:33
  Speaker 2: now compare that to a stereoscopic display. You're getting the
• 1:38
  Speaker 2: warbage that occurs from different keystones because it is an
• 1:41
  Speaker 2: illusion that your left eye right I have to put
• 1:44
  Speaker 2: together in the brain with stereopsis. So let's now jump
• 1:47
  Speaker 2: to comparing that to a multiplanar volumetric display. You won't
• 1:51
  Speaker 2: actually see something occluded something else. You'll also see things
• 1:55
  Speaker 2: that kind of get somewhat blown out, or you'll see
• 1:58
  Speaker 2: the black halos around objects as you're moving around. Now
• 2:02
  Speaker 2: we're going to compare this to a perfect wavefront display.
• 2:07
  Speaker 2: You are actually creating the exact object with the reflections,
• 2:11
  Speaker 2: the refractions focusing accurately. The butterflies here you see going
• 2:15
  Speaker 2: helps a focus as the eye is moving in and out,
• 2:19
  Speaker 2: a focus depending on where you the viewer would be
• 2:22
  Speaker 2: selecting that is now indistinguishable from the real thing. And
• 2:28
  Speaker 2: when you put all of these things together, you then
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  Speaker 2: have two and a half billion pixels that are modulating
• 2:35
  Speaker 2: in full real time. One of our ultimate goals and
• 2:38
  Speaker 2: dreams is to build the true holideck. So going from
• 2:41
  Speaker 2: this fish scene now to large environments, things where you
• 2:44
  Speaker 2: can project holographic dolphins, for example, ten billion pixels per
• 2:49
  Speaker 2: square meter.
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  Speaker 1: All right, so one of the things that hit, of
• 2:52
  Speaker 1: course is the holid deck. This is one of the
• 2:53
  Speaker 1: things they released at this event that they just did
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  Speaker 1: last week. That's Joel Zarbach, who is the founder Render
• 3:00
  Speaker 1: the Tech Forum, and they were talking about this very
• 3:02
  Speaker 1: issue and these are the kind of advancements that Render
• 3:04
  Speaker 1: has been able to do. And I want you to
• 3:06
  Speaker 1: think about this because if you look at where Nvidia
• 3:09
  Speaker 1: has come from, you look at the kind of technology
• 3:12
  Speaker 1: that we've seen develop over time, especially around GPUs and
• 3:17
  Speaker 1: the processing power of cloud rendering capabilities, that's where Render
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  Speaker 1: is heading. This next clip, we'll get into Jules Erbach
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  Speaker 1: talking about the holidack. Now, this is a very important clip.
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  Speaker 3: So take a look.
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  Speaker 4: And Bill Gates as an investor, you know, there's a
• 3:32
  Speaker 4: lot of excitement around this kind of technology. Google's working
• 3:36
  Speaker 4: on something similar, but nowhere in your the fidelity, but
• 3:38
  Speaker 4: life a lot is doing close with the video showing
• 3:41
  Speaker 4: how it all works.
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  Speaker 3: That's what would be doing.
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  Speaker 4: This is a room, by the way, with the lightful
• 3:50
  Speaker 4: panels and touchdensing all integrating. So this is going to
• 4:05
  Speaker 4: be in theme parks and concerts and things like that. First,
• 4:11
  Speaker 4: the panels for this will be shipping in next year.
• 4:14
  Speaker 4: By the end of this decade, you'll start to see
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  Speaker 4: one hundred inch telegraphic TVs and panels and the like,
• 4:19
  Speaker 4: and eventually we see these things mean something that replaces
• 4:22
  Speaker 4: your garage or your living room area with a window
• 4:25
  Speaker 4: into anything. Right, and as the cost of these panels
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  Speaker 4: goes down to the cost of an old or even cheaper,
• 4:31
  Speaker 4: I think that's what we're going to be experiencing. And
• 4:34
  Speaker 4: we have investors in our parent company, O Toy, including
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  Speaker 4: Warner Brothers, Disney and others.
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  Speaker 1: All right, so you can kind of see the holiday theme,
• 4:41
  Speaker 1: of course, can come from Star Trek lore and the
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  Speaker 1: reality is that this is here now they're going to
• 4:46
  Speaker 1: theme parks. First show, we'll see that, but I think
• 4:48
  Speaker 1: we're going to see this in productivity. You can see
• 4:50
  Speaker 1: this in all sorts of industries. This is a big deal.
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  Speaker 1: If you go back to one of renders blog posts
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  Speaker 1: on Medium, this was in December of twenty twenty, okay,
• 5:00
  Speaker 1: And I want you to go back and look at
• 5:01
  Speaker 1: their advisors. So there's JJ Abrams, There's Ari Emmanuel, Jennifer
• 5:05
  Speaker 1: Zeo Scott. There's some pretty heavy hitters here. And why
• 5:09
  Speaker 1: is that important? Well, this next clip we'll get into
• 5:12
  Speaker 1: a little bit of some of these advisors and what
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  Speaker 1: they think the future really means for render. Here's ari Emanuel.
• 5:20
  Speaker 1: Take a look.
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  Speaker 5: But I'll just say when I saw his technology, I
• 5:24
  Speaker 5: realize where production could go. And so I've just been
• 5:30
  Speaker 5: along for the ride. He's on the verge of some
• 5:32
  Speaker 5: really incredible stuff right now.
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  Speaker 1: All right, So Aria Manuel in because you don't know
• 5:36
  Speaker 1: UFC essentially one of the key owners of UFC and
• 5:39
  Speaker 1: the likelihood of entertainment, especially when you look at what's
• 5:42
  Speaker 1: happening in the performance sport world and you look at
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  Speaker 1: this post. This was a blog post back in twenty
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  Speaker 1: seventeen by Ari Emmanuel and if you look at some
• 5:51
  Speaker 1: of the things he was talking about within this, one
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  Speaker 1: of the things it's all going to be built on Render.
• 5:56
  Speaker 1: We have lined up and signed deals with all of
• 5:58
  Speaker 1: the major media companies, Clued, Dizzy, the HBO, Facebook, Unity
• 6:01
  Speaker 1: Light stages will be built at our WEME offices for
• 6:05
  Speaker 1: blockchain based scans of all of our clients and athletes.
• 6:07
  Speaker 1: So this is now becoming reality. And I know that
• 6:11
  Speaker 1: it's taken some time, but what we are now starting
• 6:13
  Speaker 1: to see is the reality of cloud based compute that
• 6:18
  Speaker 1: may be outpacing that that we know today in terms
• 6:23
  Speaker 1: of things like AWS, micro and Azure, all of the
• 6:26
  Speaker 1: big ones that are out there in terms of the
• 6:28
  Speaker 1: capability of where our current technologies are today. So you
• 6:31
  Speaker 1: guys got to get ready for something that is really
• 6:33
  Speaker 1: going to change going forward. Jennifer Zoo Scott, this is
• 6:37
  Speaker 1: her of course World Economic Forum, also a council member
• 6:40
  Speaker 1: of the Future block Chain Council, And these are the
• 6:43
  Speaker 1: kind of people that I think understand the vision of
• 6:46
  Speaker 1: what Jewels Zerbach is trying to achieve. All right, So
• 6:48
  Speaker 1: this next clip we'll get into a little bit of
• 6:50
  Speaker 1: the understanding of why Render could get adopted much quicker.
• 6:54
  Speaker 1: And one of the key reasons here is AI. And
• 6:56
  Speaker 1: I think most people when they're investing today in crypto,
• 6:59
  Speaker 1: they probably don't understand what most of it is. But
• 7:01
  Speaker 1: you ask them most sharp investors, if you ask them
• 7:05
  Speaker 1: about Nvidia, they completely understand the business model where it's going. Well,
• 7:08
  Speaker 1: that's exactly where this could go. Here's Jennifer talking about
• 7:11
  Speaker 1: the value of what this means. Take a look.
• 7:14
  Speaker 6: I took a huge risk and I bought some BiCon
• 7:17
  Speaker 6: and one hundred dollars and when you went to three thousand,
• 7:21
  Speaker 6: I thought, oh my god, I made so much money.
• 7:24
  Speaker 6: This is my third full cycle. Twent on sixteen. We
• 7:28
  Speaker 6: were selected by WEF as you know, two of the
• 7:32
  Speaker 6: sixteen people in the Future Blockchain Console. And that time.
• 7:36
  Speaker 6: The difference then was that a lot of those earlier
• 7:40
  Speaker 6: crypto bros they created the just completely from tech point
• 7:44
  Speaker 6: of view and made no sense to the real world.
• 7:47
  Speaker 6: But this time around, I actually think it's quite different.
• 7:50
  Speaker 6: What implications is I going to have for these GPU companies?
• 7:54
  Speaker 6: What is their share price? And this whole race if
• 7:57
  Speaker 6: you take a look at the what's happened in the
• 8:00
  Speaker 6: global taxing right localized the AI local agent is going
• 8:06
  Speaker 6: to happen. A couple of trends need to notice here,
• 8:09
  Speaker 6: as we have already well addressed, and that in China,
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  Speaker 6: GPU is becoming a resource that's very difficult to access.
• 8:16
  Speaker 6: They will have the capability to hold their own data
• 8:19
  Speaker 6: locally processed locally. Of course, there's a trade off in
• 8:22
  Speaker 6: terms of efficiency and performance, but eventually I think those
• 8:26
  Speaker 6: kind of alternative as oppose very centralized approach that I
• 8:29
  Speaker 6: open anie will start to flourish. It will become much
• 8:31
  Speaker 6: more popular outside of the US system. Combined with regulation
• 8:36
  Speaker 6: is probably the recipe, the best recipe you can have
• 8:39
  Speaker 6: right now.
• 8:39
  Speaker 1: So what she's getting at here is decentralized compute versus
• 8:43
  Speaker 1: centralized compute. And if you look at the models that
• 8:46
  Speaker 1: industry has taken around cloud computing in general, well that's
• 8:50
  Speaker 1: been some of the biggest performers out there, including things
• 8:53
  Speaker 1: like Amazon Abs and Google's a zoor. So where does
• 8:57
  Speaker 1: this go? Well, this next clip will outline on this
• 9:00
  Speaker 1: could be the biggest play you've made in crypto just yet.
• 9:04
  Speaker 1: Take a look.
• 9:04
  Speaker 4: The reason why I built render initially was we were
• 9:07
  Speaker 4: doing CGI renders on AWS and at that time we
• 9:10
  Speaker 4: knew that GPUs were going on afus that didn't exist
• 9:13
  Speaker 4: before then. Really, we even helped ABS design the G
• 9:17
  Speaker 4: two instance, which was the very first data center GPU.
• 9:20
  Speaker 4: If those cards weren't any better than what you could
• 9:22
  Speaker 4: buy Best Buy, but there were ten times more expensive,
• 9:25
  Speaker 4: and in Vidia had Ayula right that says you can't
• 9:27
  Speaker 4: use g force card in a server. That meant that
• 9:31
  Speaker 4: Amazon and as Room when they followed, and Google Compute
• 9:34
  Speaker 4: always had to pay more, even just for traditional cloud
• 9:37
  Speaker 4: gaming card, and that's where Render was born. When you
• 9:39
  Speaker 4: move towards AI, really the big things are memory and
• 9:43
  Speaker 4: the ability to pull things together, which is important for training,
• 9:46
  Speaker 4: not so much for inference. Another interesting vendor is Apple.
• 9:49
  Speaker 4: I mean, if we imagine to do centralized future that
• 9:52
  Speaker 4: can leverage iPhones and iPads and even max which have
• 9:55
  Speaker 4: frankly a ton of memory, and Apples committed to making
• 9:58
  Speaker 4: as much as possible work local. That's their selling point
• 10:01
  Speaker 4: for future iPhones, and they're taking that VERYSIO hardware now
• 10:04
  Speaker 4: and putting it for the first time on the cloud.
• 10:07
  Speaker 4: That could be amazing for the future of what we're
• 10:09
  Speaker 4: all looking for.
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  Speaker 1: So when you take in all that into consideration, Render
• 10:13
  Speaker 1: with a decentralized compute model is essentially going to take
• 10:16
  Speaker 1: over all of this because it's going to be easier, cheaper,
• 10:20
  Speaker 1: and more efficient when it comes to being able to
• 10:22
  Speaker 1: do a lot of these advanced compute projects. So a
• 10:24
  Speaker 1: lot happening here for sure. Look at the size of
• 10:28
  Speaker 1: the market as it is right now. You look at
• 10:30
  Speaker 1: Crypto kind of hovering in between number four and five
• 10:33
  Speaker 1: right there between Alpha and this is in terms of
• 10:35
  Speaker 1: overall market caap around two seven to two right now trillion.
• 10:38
  Speaker 1: If this absolutely continues to climb and we see render
• 10:42
  Speaker 1: as a big part of this, look at where Nvidia
• 10:44
  Speaker 1: sets at three point six trillion right now, Apple at
• 10:47
  Speaker 1: around three point four trillion, and remember cloud compute lives
• 10:52
  Speaker 1: in those top three really the top five, Apple, Google, Microsoft,
• 10:57
  Speaker 1: and in Vidia. All of this starting to tie in
• 11:00
  Speaker 1: could be one of the biggest, biggest wins out there overall.
• 11:03
  Speaker 1: I want to go to this next clip because this
• 11:05
  Speaker 1: is Jensen Kwang from Nvidia and he talks about where
• 11:08
  Speaker 1: render could be going.
• 11:09
  Speaker 7: Take a look, two hundred to three hundred thousand GPU
• 11:13
  Speaker 7: clusters are are here. How long can you sustain what
• 11:19
  Speaker 7: you're doing today? And does the demand for your products
• 11:24
  Speaker 7: depend on it? Scaling two millions.
• 11:28
  Speaker 3: That part. The last part is know, my sense is
• 11:32
  Speaker 3: that distributed training will have to work, and my sense
• 11:36
  Speaker 3: is that that distributed computing will be invented and some
• 11:41
  Speaker 3: form of federator learning and distributed you know, asynchronous distributed
• 11:46
  Speaker 3: computing is going to is going to be discovered and
• 11:51
  Speaker 3: I'm very very enthusiastic and very optimistic about that. Do
• 11:55
  Speaker 3: we think that we need millions of GPUs, No doubt? Yeah,
• 11:58
  Speaker 3: that is that is a for certain now about to
• 12:01
  Speaker 3: go up by a billion times.
• 12:03
  Speaker 2: Right, by a million X, by the million x.
• 12:06
  Speaker 6: That's right.
• 12:07
  Speaker 3: That's the part that most people have, you know, haven't
• 12:10
  Speaker 3: completely internalized. This is that industry we were talking about book,
• 12:14
  Speaker 3: This is the industrial revolution.
• 12:17
  Speaker 2: Now.
• 12:18
  Speaker 1: What Jensen is talking about there is a huge statement
• 12:22
  Speaker 1: because he's talking about for us to grow at the
• 12:24
  Speaker 1: pace in which we would need to to perform AI
• 12:27
  Speaker 1: at the scale in which he think it's going. He
• 12:29
  Speaker 1: thinks it's going to go. And I would say that
• 12:31
  Speaker 1: Nvidia is the world's expert on where this potentially can go.
• 12:36
  Speaker 1: Decentralized compute is going to be the number one area
• 12:38
  Speaker 1: federated learning, that kind of capacity, which is what he's
• 12:42
  Speaker 1: talking about with AI that is where Render falls smack
• 12:45
  Speaker 1: dab in the middle. So a big deal going into
• 12:49
  Speaker 1: where rendered. So just take a look at Render versus
• 12:51
  Speaker 1: Bitcoin and the trend line that we're starting to see.
• 12:54
  Speaker 1: These are these big swooping up signals that we're looking
• 12:58
  Speaker 1: at right now, and it's still not completely out there
• 13:01
  Speaker 1: and too where people are truly understanding what Render's capacity
• 13:04
  Speaker 1: could be. If you look at the trend line on
• 13:07
  Speaker 1: the forecast between now and say, you know, the next
• 13:10
  Speaker 1: two to three years, these are the kind of upward
• 13:13
  Speaker 1: trends that we're talking about with Render. And if you
• 13:16
  Speaker 1: look at consideration of comparison of where the market cap
• 13:20
  Speaker 1: could go if it was at the value of just bitcoin,
• 13:23
  Speaker 1: you know, this is what you'd see right there, almost
• 13:25
  Speaker 1: a six seven hundred x return. Not saying that's going
• 13:28
  Speaker 1: to happen, but I'm getting at is you're looking at
• 13:31
  Speaker 1: the technology that most likely will catapult mankind to the
• 13:36
  Speaker 1: next level, being AI, and if you're going to have
• 13:39
  Speaker 1: companies that are going to be involved in that, well,
• 13:41
  Speaker 1: you've got Nvidia a handful of the top five tech companies,
• 13:45
  Speaker 1: and then who are the outliers, Render being one of them.
• 13:48
  Speaker 1: So this could be a huge opportunity. Look at the
• 13:51
  Speaker 1: market cap right now, sitting at three point three billion
• 13:54
  Speaker 1: volume one point seven one point one seven billion right now,
• 13:57
  Speaker 1: just in the last twenty four hours, up one hundred
• 13:59
  Speaker 1: and sixteen percent. Look the volume of the market caap
• 14:02
  Speaker 1: overall in twenty four hours. These kind of moves right
• 14:05
  Speaker 1: here are significant most of the time. This is just
• 14:08
  Speaker 1: easy with a five percent of this is still pretty impressive. Also,
• 14:12
  Speaker 1: just look at the general tokenomics here, very very effective
• 14:16
  Speaker 1: in terms of fully diluted tokenomics, so again very positive things.
• 14:21
  Speaker 1: Remember that Solana is one fourth of where ethereum is.
• 14:24
  Speaker 1: And if you look at Solana just continuing to climb,
• 14:27
  Speaker 1: well the likelihood let me kind of zoom in on
• 14:28
  Speaker 1: that for you right there, one hundred and three versus
• 14:31
  Speaker 1: four hundred and if it continues, well, it's going to
• 14:34
  Speaker 1: continue to climb. So I think obviously Render just wins
• 14:37
  Speaker 1: because of that. So a lot happening out there, guys.
• 14:40
  Speaker 1: Take a look at the current chart right now over
• 14:43
  Speaker 1: just since the beginning of November. Render is what are
• 14:47
  Speaker 1: we at right here, almost fifty three percent, so not
• 14:52
  Speaker 1: a bad move. But remember this is way off of
• 14:54
  Speaker 1: where it's all time high was quite some time ago.
• 14:58
  Speaker 1: So take a look at the markets. I think this
• 15:00
  Speaker 1: is going to get to be one that we have
• 15:02
  Speaker 1: to keep a very close eye on. All right, If
• 15:04
  Speaker 1: you guys are not part of the Diamond Circle, maketure
• 15:06
  Speaker 1: and get in right now. It's a great place to
• 15:08
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• 15:10
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• 15:13
  Speaker 1: We'll catch you next time right here on tech Path
• 15:16
  Speaker 1: than