Judy Warner (00:00.0) Hi Roberto, thanks so much for joining us again today. I'm excited to talk about what's driving this crazy velocity of innovation we're seeing across the industry. Roberto Piacentini Filho (00:11.874) Yes, thank you for having me. I'm excited to be here with you so we can talk about the velocity of innovation and how it relates to the design engineering workflow. Judy Warner (00:22.927) Well, that's exactly what I'm curious about because I'm listening to people who have been experts in the industry for decades telling me they've never seen anything like they're seeing now. The speed at which we're stepping up, you know, speed curve or complexity curve or power curve or thermal curve. And I'm just wondering how the people in our audience are keeping up. And I know you have so many insights there. So I'm looking forward to this. So let's talk about, of course, AI is the elephant in the room. Judy Warner (00:52.601) We can just assume right off the bat that AI and the data center and infrastructure to support that is certainly driving a lot of this. But are there other things that are driving this crazy pace of innovation we're seeing? Roberto Piacentini Filho (01:08.833) This is a really good question to get us started, Judy, because you really got a good point there, which is from time to time, we do have some of these major technology trends coming up. Like a couple of years ago, we had chiplets, right? Which wasn't a new tech, a really new technology, but it was a new way of using chiplet to fuel innovation in some other areas. Then came up AI. Roberto Piacentini Filho (01:36.705) So now I have AI, AI is everywhere. We have all sorts of AI applications bubbling up, not just in commercial applications such as design, but also in consumer applications like the Alexes and Google Assistants of the world. those technology trends, they certainly help fuel innovation and also get people excited about innovating and leveraging those new technologies. However, I think that there is another aspect that we don't talk very often that... Roberto Piacentini Filho (02:05.559) really keeps fueling innovation and now more than ever, which is the tools that the designers, they use to create such innovations. If you look at some of the tools we use today for EDA, for example, and you compare to the same tools about five years ago, it's a completely new beast. The tools have evolved tremendously. And one of the good side effects, I guess, of the tools evolving Judy Warner (02:28.176) Mm-hmm. Roberto Piacentini Filho (02:35.486) is that it's more accessible than ever. So we are really helping the designers to focus on what they do best, which is design the electronic designs, debug problems in their designs in there. But like I said, it's really accessible. It's really accessible nowadays. Judy Warner (02:52.315) Simulate, yeah. Judy Warner (02:56.997) I'm seeing that that really rings true. did a series not too long ago about AI tools, know, specifically around EDA, PCB layout, managing supply chain. One of our sponsors, CoFactor is doing amazing things to make the supply chain, supply chain management like really bring it to the century. So that rings true to me from conversations I've had really across the whole ecosystem. Roberto Piacentini Filho (03:25.142) Yeah, Roberto Piacentini Filho (03:25.332) and you know, there's one thing that is going to say that is interesting here is that the one of the results of technology being so accessible is that innovation is cheap. the nowadays engineers, they can act like things with digital twins, virtual prototyping, you know, it's cheap for them to put something together really quick and kill the bad ideas really fast with better ones. So Judy Warner (03:36.464) Mmm. Judy Warner (03:50.085) Hmm, Roberto Piacentini Filho (03:50.934) the technology, the EDA Judy Warner (03:51.642) right. Roberto Piacentini Filho (03:52.385) tools evolving and the tools that designers have available to them today being so accessible makes it cheap for them to innovate. So that's why we're seeing this explosion of innovation everywhere. Judy Warner (04:05.371) That makes a lot of sense because, know, as you know, in the olden days, you know, you would design a product, go build a physical prototype, put chips on it you'd have to throw the stuff away. Some of it you could, you know, pull off the board or whatever, but now you can do that. I like your colleague, Tim Wang Lee, he calls it the digital sandbox, right? You can try a lot of things very easily and quickly. Roberto Piacentini Filho (04:33.375) Exactly. Judy Warner (04:33.681) without Judy Warner (04:34.061) having to stand up and it's obviously way cheaper, way faster. So yeah, that makes a lot of sense to me. And as you said, I am seeing that lots of different tool companies across the industry are coming at it slightly different angles, but everybody seems like they're trying to break this nut of having, giving visibility.