NVIDIA News, Real-Time Win

We share breaking news: acceptance into NVIDIA’s Connect program and what it unlocks for our AI roadmap, delivery speed, and long-term vision. From team shoutouts to plans around NVIDIA Thor, we explain why this milestone matters and how it raises our bar.

• joining NVIDIA Connect and why it matters
• direct access to NVIDIA tools and experts
• faster development and lower costs
• team expertise with deep NVIDIA experience
• ambition toward NVIDIA Thor at scale
• credibility, partnerships, and potential co-development
• building our own AI stack, not white-label
• near-term deliverables and real-time updates

Stay tuned for updates 

Transcript

Breaking NVIDIA News

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We have an emergency dan show today.

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Cross out the dance should put NVIDIA.

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NVIDIA breaking video.

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The NVIDIA show.

SPEAKER_01 0:12

You know why? You know why it should be called that?

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Because we just got in to the NVIDIA Connect program, right?

SPEAKER_01 0:20

Yeah, it's a big deal.

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How big

Team Shoutouts And Realness

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is that?

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The engineers are so excited. So a big shout out to Tanme, George, and Drew. They're three of our new um, what did I say?

SPEAKER_00 0:30

You said George.

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James George. His last name. Let's start over. My gosh.

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No, no, we're not starting over.

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James Sorge is a good thing.

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We never do two takes, do we? That's the rule. You get it raw right here, guys.

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James, I am so sorry. I meshed together.

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So when she messes up, she wants to redo it. Have you ever seen her say let's redo it?

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I don't like to mess up.

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Well, hey, you know what? We're real. We're real. That's true. Let's keep it.

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James Sorge is his name. James. Let's give you another shout out, Tan May and Drew.

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Great job. Great job.

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So um they led the charge on filing the application and um getting the recognition.

Why NVIDIA Connect Matters

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Getting the recognition, getting through. And it the acceptance came back within, I think, 24 hours.

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I think Jensen Wong was probably sitting there waiting. It goes arrived. They just showed up.

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Well, of course.

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Approved. Let's go. How about that?

SPEAKER_01 1:20

Yeah, but the team is really excited about all the different ways they're going to be able to do that. I'm part of the team.

SPEAKER_00 1:24

I'm excited. Yes, of course.

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It's a we. It's a we.

SPEAKER_00 1:27

It's we, we the people, we the team, right? There's no I in team unless you spell it the wrong way. Go ahead.

SPEAKER_01 1:32

You're gonna have um deliverables to you in a fraction of the time. How exciting.

SPEAKER_00 1:38

We're changing the market, right? So I don't even know. This is huge, huge news. Yeah, so right now, real time.

SPEAKER_01 1:46

Yeah, so our the next generation of what we're developing relies heavily on artificial intelligence. It is the brain of so much of its operations.

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Absolutely.

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And that is why we brought on all of these brilliant

Vision, Scale, And Thor

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minds.

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Specifically NVIDIA talented people that are working in that platform, right?

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Yeah, we have some between the team that we've already brought on, we have close to a hundred years of experience in AI development. And a lot of that is coming from the NVIDIA experience, which is really it is.

SPEAKER_00 2:19

I don't even know what to say to that.

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I know, it's super cool.

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Yeah, it is.

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And they're geeking out about it. Um, the day that they got the email that we got it uh accepted, I they shot me over the announcement and we ran back. Everybody's given high five.

SPEAKER_00 2:32

Kylie had to approve it. It went to her. It went to email approval.

SPEAKER_01 2:36

I might have helped in the process a little bit. We gave them some materials that they could do.

SPEAKER_00 2:41

Yeah, no, seriously, do you include Kylie? You do get acknowledgement there, all kidding aside. You did a great job. It was a team effort, and you did a lot of it, so thanks.

SPEAKER_01 2:49

It was it was a lot of fun. Rue Polly, too. She helped design the deck and everything. So um, but now the the real work starts. And so basically, what the acceptance in this program is allowing us to do is it's providing access to NVIDIA's suite of AI tools,

Speed, Savings, And Credibility

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just direct access.

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And their people. And their people and resources, other companies in the program as well. A lot of cross-pollinization. It's just huge. And who knows where this could lead, right?

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Yeah.

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I mean, we we do envision ourselves being one of NVIDIA's largest customers at scale uh for a specific product that they offer called the Thor card. So um, you know, we're talking the potential of billions of dollars. So, you know, we think big, you gotta think big to get big, right?

SPEAKER_01 3:36

Yes. So it offers us discounts as well, and so not only is this program allowing us to I don't want to put a double, triple, or quadruple our efficiencies, but it's something in that vein. I mean, it is it's speeding up our development times exponentially, and then it's also making the development cheaper. So how can that's a win-win?

SPEAKER_00 3:59

And where this can lead, yeah. You know, fingers crossed, right? Being on the radar with NVIDIA is huge. You know, potential investment from NVIDIA at some point, uh, co-development of opportunities, uh, just opening up into the ecosystem and being mentioned in the same

Our Own AI, Not White-Label

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breath as NVIDIA is is huge, right? Yeah, um, it's great credibility, traction, it's all that. You know, you don't just be a flyby nighter company and and get into a program like this.

SPEAKER_01 4:25

Not at all.

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Right.

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Yeah, it um it took a lot of work to you know get granular of how we're gonna be using the program.

SPEAKER_00 4:34

They had to see the vision of what we could bring, right? And and that's validating, right? We've got this, you know, um first line AI team here. We're not white labeling other people's stuff. We're we've got our own secret sauce. They saw the vision of what we're doing, and here we are. So uh, you know, the promise of arrive AI, you're always gonna hear the good, bad, and the ugly here first, right? Luckily, we just have always good things to say. But you know, this is real time. Seriously, we're coming out to you. You haven't seen this anywhere on social or anything yet, and you're seeing it

First To Hear And What’s Next

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here first. So yeah, we appreciate you know that.

SPEAKER_01 5:07

And what's another thing of note is while this is a huge deal for us, it's just a drop in the bucket with how we envision um working with NVIDIA and NVIDIA tools going forward. This is just this is a big milestone for us. But as we're thinking large, eventually we'll look back and be like, that was that was a milestone. That's a big milestone.

SPEAKER_00 5:32

Hey, another milestone. Yeah, my deal toy from earlier today, right? Don't forget that. But but anyway, this is huge. We hired with the idea of working with NVIDIA. We have NVIDIA engineers on our team already. Uh, we were you know aiming for where the pike puck was gonna be, and we got there. So let's keep it going. Just wanted to pop in with this quick update, right?

SPEAKER_01 5:55

Yes. So our breaking news announcement is concluding.

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There you go.

SPEAKER_01 5:59

Thanks for joining us.

Milestones And Sign-Off

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Stay tuned for updates.

SPEAKER_00 6:01

Yeah, more updates. The tone, we now return you back to whatever you were doing, right? Thanks, guys. Bye. Thanks.