Welcome back. We're on day two Dell Tech World. I'm John Furrier with Dave Vellante. Got wall-to-wall coverage, three days here, theCUBE. Had a lot of action here connecting Silicon Valley with tech. We had a great lineup here. Really, from the keynote stage, a great talk about the OpenClaw invention, what that means for life. And of course, Dell is a supplier to all those people building stuff. Sam Grocott here, SVP of Product Marketing at Dell Technologies. Dave Morin, Co-Founder, Board Member of OpenClaw, Founder of Slow Ventures, and among many other things in entrepreneurship. Dave, great to see you. Sam, thanks for coming back on.
As always, I would never miss this.
Since I got an apartment in Wall Street with our NYC studio, I've noticed that the Silicon Valley influence on Wall Street is really heavy because technology is the market. Dave, your talk about OpenClaw really kind of highlights the mainstreaming of tech. Not just every vertical that's impacted by Agentic, but every AI builder isn't just the hardcore nerd developer. It's everybody. This OpenClaw revolution, I call it, changing how things are built, people's lives. Share your thoughts because you're on the board, Co-Founder of OpenClaw.
Yeah. I mean, to your point, we have these ClawCon conferences happening all over the world every day. We just had a bunch in Brazil last week. I was in Tokyo two weeks ago, thousands of people showing up. We were at University of Michigan two weeks ago, 3000 people showing up. And what we're seeing is that 80% of the people are new builders. And so it's the first time building software. They're applying it to use cases that we would've never dreamed of. And so that's just an extremely empowering, high agency story that is really cool happening out there in the world right now.
I've been saying on theCUBE many times and maybe get in trouble for it, but everyone under the age of 30, if they're not using OpenClaw, they're crazy because everyone in that demographic sees the value. I call smoking the OpenClaw because it's such an intoxicating value. And you talked about this on stage, about the moment you used it. It was a seminal moment like the iPhone, like the PC. This is a huge cultural generational thing. Explain.
Yeah. I mean, when I was seven years old, my grandfather brought home a Mac computer and put it on my desk. And I really felt that was the first time I'd experienced personal technology that made me feel like I could create anything. And as my career has played out, I went to college, I took a Dell computer with me to college. I started my first software development firm in my dorm room on that Dell computer. And I went on to work at Apple and Facebook and these places where we were trying to give the power of technology to the individual. Facebook, we were trying to give everyone a voice, right? And it wasn't until OpenClaw that I felt like this is the first time AI felt truly personal to me, that I could create anything, that that same feeling that I had as a 7-year-old was real in the AI era.
So Sam, I don't know if you saw, guess Dave too, the Aaron Levie's tweet that the forward deploy engineer is going to be the hottest job.
Aaron Levie tweets? He does sometimes. Yeah, I know. I saw him on, I live in San Francisco, walking up the hill and I was like, 'Hey, are you tweeting right now?' And so-
Before deploying engineers everywhere.
Love you, Aaron. I love him too. So, but he's right. This is like the hottest job right now. And of course they're all going to have OpenClaw. My question to you, Sam, where are you getting the pull? Is it the young kids smoking OpenClaw? Is it enterprises? Where are you seeing the demand for things like GB10?
I take offense for your 30 and under comment, by the way. I think the bar is much, significantly much higher.
I think it's 100% penetration under 30, but.
It's everyone. It is everyone. Myself, I have my own GB10.
I mean, we're seeing it across ages at ClawCon.
Yes. Well, I can say the 50-year-old cloud. I got my own GB10 at home as well. It's taken off like crazy. We've got our hands on lab over there. We're training a standing room only to get trained up on how to deploy OpenClaw, NemoClaw on these GB10s. So we're getting the pull from all directions. I think about what Jeff and Dave talked about today's keynote is AI finally has, or PCs finally have a role in AI. For the last few years, it really was just a window into generative AI tools, LLMs. It was a piece of glass.
Yeah. Now it's like as of frankly, three months ago, all of a sudden it's an A player. It is tier one. So the ability to move models, do your work locally, more secure, high performant. And frankly, the cost economics is really where we're seeing the biggest pull, this tokenomics getting control of that. I harken it back to, my memory as a child growing up was always at the arcade. I would go with my parents. Remember the stack of rolls you'd get?
Yep. Had to put a quarter in.
And I'd be at Galaga PCs.
What was your go to game?
Galaga. I was the big Galaga guy. But when you ran out of those quarters, you'd have to go and beg, 'Mom, please, more quarters.' It's kind of the same thing with tokens-
In the enterprise. But now-
Got to beg the CFO. You're like Atari now for everyone.
Exactly. Just letting the tokens. Atari came in, the consoles came in, Nintendo came in. It's all you can eat tokens in one console box. It's the same thing that's going on with the PC now. So super fun.
I love that comment about the tokens having their own personal gaming as an example, but also the comment about the generational shift. When these waves hit, usually the younger generation takes over the incumbents. But you're right, the people who, this has impacted everyone. In fact, the fusion of senior leaders and young are coming together. I've never seen that before. And I think that speaks to the enterprise opportunity as they're trying to transform all the people that are in big powerful positions were once engineers or they had some superpower. Now they're doing it.
And they're seeing the value firsthand.
