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Ivan Lee

Ivan Lee

American fencer and coach

Sep 23, 2026

7:18
And by the way, too, the way we were introduced, I'm speaking together at a few events here recently, but there's almost like this big, like, what is the first top level decision is architecturally, are you going to buy, are you going to rent? And I want to talk about that, but then I also want to break it down even more because and go okay why buy why rent is it as simple as it's the private cloud and public cloud argument all over again and it's opex versus capex or is it more to it that in the whole buy versus rent
7:58
Absolutely.
7:59
So I think, first of all, for many years now, the default decision has been to rent because there was no alternative solution.
8:08
You couldn't build and pre-train one of these on your own.
8:10
Kind of the open weights models that were available just were not nearly good enough.
8:15
So it made sense and everybody defaulted to this concept of renting.
8:21
But The landscape has matured and evolved significantly.
10:27
And then you rent out or go use cloud services or basically pay by the token or pay by the API for the non-differentiated.
speaker_9HOST
29:08
So how, how has that journey been? This is the first time you bought your full single-family home in your life, yeah?
29:15
Yes, it is.
29:16
It's been a, it's been a very, um, interesting, challenging, and rewarding journey.
29:22
Um, like you said, first time.
29:23
We've, we've owned a townhouse before but never a single-family home.
29:27
You know, it's a big step moving from Hawaii and leaving family and friends and coming out here on our own, but enjoyable experience, you know, helped by, you know, Derek and ADG Realty.
speaker_9HOST
29:38
Where do you-
29:38
Go back a long way, Hanabata days.
3:20
What can out-of-the-box enterprise AI actually do, and where does it break down in, in a way that matters?
3:27
Yeah, absolutely.
3:28
And in order to talk about that ceiling, it's important to understand the nature of the models themselves.
3:35
Now, ChatGPT and all the subsequent models have been trained on everything possible that is publicly available, but that's the key point there.
3:44
It seems incredibly smart and knowledgeable about everything that is public, but it turns out public-facing information only comprises two percent of all knowledge that humans have ever come up with as a society.
3:58
The remaining ninety-eight percent is private.
4:02
It's within these industry firewalls behind your organization's security and hosted within your own infrastructure.

15 MINS LATER

19:24
Now that the vocabulary has caught up with reality, what's the next wave of enterprise AI adoption gonna look like? And, and where does a company like DataStax fit in?
speaker_1HOST
36:28
Uh, accessing Diamond Head is free for Hawaii residents, but visitors need to make reservations ahead of time
36:33
timeAnd now to some exciting news for families and swimmers in the Manoa district.
36:39
The Manoa District Park Pool is finally reopening next Monday after a seven-month closure.
36:46
Everyone is excited.
36:47
Uh, the refresh includes newly painted bleachers, pool lines, plus upgraded bathrooms with showers.
36:53
Uh, they've got new non-slip flooring, very important.
36:56
The pool has also got brand-new diving blocks thanks to a very generous, uh, donation from the Mamizuka family.
speaker_5CORRESPONDENT
41:17
Where-

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