EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.

Uh, let's start-

Be-be-

Yes

... before we start, I actually...

I have a, a reading recommendation for, for you.

A book?

Sort of.

[chuckles]

Okay, okay.

It's, it's book, it's book length.

I, I, I s- I think you should read, I think everybody should read, uh, Magnifica S-Humani- Humanitate.

I'm pronouncing that wrong, which is Pope Leo XIV's encyclical on AI.

Ah, I heard about this.

Yes.

And, and, like, let's just, let's just say I think you can all assume that I don't usually go around suggesting people read, uh, Catholic-

The Pope

... uh, doctrinal d-doc, uh, yeah, documents.

But I, I, I have to admit, this was, like, super interesting.

And I know in the, in some of the press reports kind of reported as anti-AI.

It, it's, it's not.

It's, it's very balanced.

And I, I actually thought it was pretty uplifting.

Like, that was the thing is, like, it was kind of encouraging.

Like, lots of good things we can do with AI.

Let's just make sure we use it right.

Uh, let's start-

Be-be-

Yes

... before we start, I actually...

I have a, a reading recommendation for, for you.

A book?

Sort of.

[chuckles]

Okay, okay.

It's, it's book, it's book length.

I, I, I s- I think you should read, I think everybody should read, uh, Magnifica S-Humani- Humanitate.

I'm pronouncing that wrong, which is Pope Leo XIV's encyclical on AI.

Ah, I heard about this.

Yes.

And, and, like, let's just, let's just say I think you can all assume that I don't usually go around suggesting people read, uh, Catholic-

The Pope

... uh, doctrinal d-doc, uh, yeah, documents.

But I, I, I have to admit, this was, like, super interesting.

And I know in the, in some of the press reports kind of reported as anti-AI.

It, it's, it's not.

It's, it's very balanced.

And I, I actually thought it was pretty uplifting.

Like, that was the thing is, like, it was kind of encouraging.

Like, lots of good things we can do with AI.

Let's just make sure we use it right.