Case # 11 · Field report · Phoenix, AZ

Field report

AGENCY inTELL Episode 11: WordCamp US 2026 recap, agency hosting choices, and why AI policies matter

WordCamp US 2026 Phoenix recap: the venue, agency-side talk on the floor, and the AI policy and data questions clients are asking at onboarding.

Filed Oct 25, 2026 · Runtime 28 min

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Exhibit · Case # 11

Case notes & player

Roger and Robbie recap WordCamp US from Phoenix, including what stood out about the venue, the event organization, and the agency-side conversations happening on the floor. The discussion also digs into a timely issue for agencies and hosts — AI policy, data transparency, and what clients are now starting to ask for during onboarding.

Key Concepts:

  • Robbie shares why this WordCamp US felt different from previous years, with a huge, spread-out venue and a lot more walking between sessions.
  • The session he and David Sneed led focused on hosting from an agency perspective and on the Secure Hosting Alliance certification program.
  • They talk through what agencies should care about most when choosing a host — hardware and performance, uptime claims, certifications like SOC 2, and especially support responsiveness.
  • The conversation highlights how support expectations differ between ticketing systems, Slack, live chat, and vendor-specific support channels.
  • AI policy becomes a major theme after Robbie describes being asked for AI usage documents during a client onboarding for the first time.
  • They discuss why agencies need clear, transparent AI policies, especially when they handle sensitive client data and use third-party tools.
  • The episode also covers how cybersecurity and insurance questionnaires are starting to include AI-related questions.
  • A broader question comes up around where customer support data goes, including whether it is used to train internal AI systems.
  • They touch on AI watermarking, the limits of trying to prove whether text is AI-generated, and how subtle text changes can create new problems.
  • The sponsor side of WordCamp US gets a shoutout too, including a community-focused booth with postcards and markers that got people engaged.

Timestamps: (00:00) Catching up in Phoenix at WordCamp US

(01:45) Why this year’s WordCamp US felt different

(03:18) What the hosting-focused session was about

(04:29) The first client request for an AI policy

(06:40) Why transparency matters for agency AI use

(08:23) Why lawyers should review the policy carefully

(10:11) The top things agencies should look for in a host

(11:28) Support speed, Slack, and ticketing systems

(15:13) Why customer data and AI training raise new questions

(18:05) SOC 2, compliance, and AI

(19:15) AI watermarking and why it is hard to trust

(22:10) How WordCamp US sessions were organized and run

(23:47) Sponsoring WordCamps and building community at the booth

(25:15) Why agencies need to focus on outcomes, not tools

(26:53) Staying transparent about AI tools with clients

Transcript
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Hey Robbie.

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Hey Roger.

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How you

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been really good. Really busy,

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but really good. How about yourself?

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I've been very good as well. ~ we've been at WordCamp US this week.

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And

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Yes indeed.

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here is the agency intel episode.

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We're gonna recap it. ~

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But the amazing thing is we came to Phoenix for WordCamp US twenty twenty six.

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Okay, I was in another conference last week in Orlando.

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It was like nine hundred degrees and high humidity.

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And now this week I'm in ~ nine hundred degrees and low humidity.

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is it warm? ~ yeah. ~ yeah. Slightly warm out there.

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Literally my phone almost overheats every time I walk outside.

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It it's a unique perspective. I mean I lived in Phoenix for fifteen years.

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Wow, gosh. we left like twelve years ago and yeah,

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this has been a nice reminder of of why we've moved on to to other places.

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But you know, I still get reminiscent when I come back here.

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~ this is where I met my wife.

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We spent a lot of time going around.

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So I've had a lot of fun re exploring downtown.

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I took you to Cornish Pasty a couple of times.

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That was fair.

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Good.

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I've been a few times myself, so

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~ yeah, I've been I've been enjoying the the local ~ area a bit.

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~ but you know, getting topical,

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how has WordCamp US been for you this year?

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So yeah, let's talk about WordCamp US because I'm gonna say different.

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That's gonna be my my biggest description,

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I will say, different than the other.

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I've been to a lot of WordCamps,

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WordCamp US, I mean the smaller camps,

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but WordCamp US flagship event,

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I think this is probably my fifth or sixth one,

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~ second one to speak at. and it does feel different.

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Now, we also just maybe delirious from the heat,

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not sure. But no, I do feel it's

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one our venue here is v is large,

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very large. And so it's very spread out.

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So one, there's a lot of walking involved with wherever you're going between your

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sessions and everything. So there's a lot of walking going on.

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And it also is kind of I feel like scattered everywhere,

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which does mean you never feel too crowded.

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Sure. But you also kind of feel like,

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where is everybody a lot of the time,

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you know?

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Indeed. The n good news is we're getting our steps in.

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That's true, we are. We're we're getting our exercise.

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I will say, from a speaker standpoint,

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I was a little worried when I saw,

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like I said, it felt f kind of sparse.

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And so I was like, We're not gonna have anyone in our session at all.

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and I was just really worried about that.

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We actually did have more than I thought of.

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I think we probably had yes, you were there.

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Yes, you had a very good question at the end.

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But yeah, I think we probably I mean,

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kind of a rough estimate, I would say maybe thirty people in the session.

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Maybe more than that, maybe forty.

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It's kind of hard to tell on the stage because it's they're blinding

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you with the lies to record, you know.

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So it was a little hard to tell.

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We did have some good questions at the end.

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~

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What was your talk about?

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so I was talking with David Sneed.

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~ he had asked me to come and kind of represent agency life as it were,

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of how we choose host. ~

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And because he works for the Secure Hosting Alliance and they have

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a certification program that they're offering to hosting companies that kind

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of they have to go through certain pillars and validate their expertise

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or their claims, we should say,

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their claims that they have out there.

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And ~ so he spoke about that certification.

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I talked more from an agency standpoint of,

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you know, how important a good host is for us.

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Okay. ~ because it really does

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it matters to our clients because our clients typically they may or

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may not even know what a host is for starters,

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but where they're hosted or anything.

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We're handling all of that for them.

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And so if we put them on a bad host and things go down,

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I mean it's us they call. They don't call the host,

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right? So as an agency, it is very important to have that,

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you know, I call my little back pocket trusted host.

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And and there's different ones for different applications.

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You had an interesting point with my the question I had was about AI policy.

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Yes. You're starting to run into clients asking about AI policy.

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Tell me a little bit about your experience with that and what you think

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it means going forward for agencies,

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for hosts, ~ and also for the client.

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Yeah, so i interesting and I was glad that you actually did ask more about that

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because that was my my biggest reason.

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I told David, I was like I was like,

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Do are you guys asking in this certification anything about their

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AI policies and their transparency about AI usage and how it touches client data?

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And he was like, Well not yet,

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but that does sound like a good one and they reevaluate every year.

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So he's like he was literally he was like,

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We're gonna look at this and I was like,

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You're probably gonna have to look at this anyway because

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so I just was going through a big client onboarding,

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so to become a vendor for a client.

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And they're highly regulated industry anyway,

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but it was a pretty big onboarding.

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And I've done like government state onboardings,

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and this one was like almost equal to that.

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But what was interesting was it was the very first time I've ever been asked

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for what is your AI policy, what are your AI tools that you use,

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how do you use them? It was actually two different in-depth documents about

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our AI usage and our AI policy internal.

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And I just finished the certification,

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you know, and so I was like, I was already thinking about an AI policy

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for my agency. And that kind of pushed me like,

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okay, now you really have to get something together.

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And so I have, and so digging into that subject was where I started seeing

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I'm not the only agency out there that is starting to be asked these questions.

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And so I think we're gonna see that more and more as w as we start

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working with clients, they're going to start questioning our AI policy.

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And so we have to be very transparent because,

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you know, depending on what project we're doing for a client,

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we could be touching some very sensitive data.

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Sure. And so it is important for them to know this.

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~ I also ~ someone else asked a question about insurance.

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He was really more geared to David because he was the lawyer.

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~ but I had just gone through for that same onboarding to I had to increase some

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of my insurance to match what they were asking for.

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And there were also there when you started getting into cybersecurity insurance

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for your agency, they're starting to ask questions about AI usage as well.

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So we're going to see this.

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And I I do think that you must be transparent.

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Okay. That's my biggest thing is you can't and 'cause an agency

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can really get themselves in trouble if they say we're not using AI and then they

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leak some client data through through a bad use of AI.

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In your experience of working with the client on this,

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was there any pushback to your initial draft of your AI policy or

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did they just kinda ~ yeah, that that looks good.

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Yeah, th right now it was kind of a okay,

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probably they were more surprised I sent one that I had one.

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They were probably like, Wow, you do and I was only because I'd just been thinking

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about it in that course. So you know,

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and so and I'm still actually kind of honing it because I I mean if

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you look out there right now, there is information that you're starting

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to find about what you should and shouldn't include in an AI policy.

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But I kind of feel like it's everything else that's wrapped around AI.

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We have a lot of question marks and a lot of

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you know, blanks that no one knows the answer to just yet.

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Yeah. Because we just don't know,

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you know, it it here's the bigger problem.

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We don't know what all laws are going to be passed,

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right? But more importantly, we don't know how much change there's gonna

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be in this technology by the time a law does come out.

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And so how do you how do you prep for that in a privacy policy or AI policy?

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Yeah. You know, when you kinda don't know.

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Are you running this by your lawyers at all for review?

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I am going to after I have finished molding it a little more because lawyers

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are expensive and so I always try to have my ducks in a row before

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I send something over because I want them to have the shortest time to view it,

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you know, like, this looks pretty good,

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but here here. I don't want them to have to write it for me.

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You know what I'm saying? I I I think it's more no broad claims.

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That's what I think you need to be careful of in these type of policies.

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and

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And maybe not too restricted either.

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So it's kind of a hard balance,

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right?

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You watch your guarantees and things like that.

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Exactly. This takes me back to at the very beginning of my career.

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I was a webmaster for a recruiter and we're building this website.

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And I read somewhere, Yeah, you need a privacy policy or something like that.

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And I ran it by the boss. I said,

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Hey, we need to have a privacy policy.

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And he's like, Okay, well, here's the lawyer.

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Contact the lawyer. And I don't know if I sent something to them or I just was like,

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Hey, we need a privacy thing. And the next thing I know,

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my boss is like, hey.

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You can't just email the lawyer with a general question like that because they bill

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by the fifteen minutes. By the fifteen minutes.

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And it was a pretty good size bill.

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Yeah. ~ so yeah, lesson learned there.

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~ be careful. The lawyers love to have questions.

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Yes. They love to answer questions.

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Yes they do 'cause they're making money when they answer questions.

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~ yeah.

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Yeah. So I thought it was a very interesting talk and I I love always hearing

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the agency owner's point of view when it comes to the hosting relationship.

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Obviously I'm very invested in hosting relationships.

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~ and I feel like part of my job as partnership manager is understanding what

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the agency owner's needs are ~ to make that as easy as possible.

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Just a quick like run through what do you think are like the top

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Two or three things that an agency should keep in mind when they start engaging with

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a host.

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and and and I kind of I even showed my checklist that I kind of go through

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for host ~ in in the talk. But obviously I'm looking for,

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you know, what kind of hardware and performance do they really offer?

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I mean, everyone everyone, if you look at the ads,

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actually David had a slide that had,

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you know, kind of like your Google resorts and results and everyone's like

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We're the best. We have the most this.

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We have the most that, we have this,

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you know, and you're like, okay,

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we're fastest. Yeah, we're the fastest.

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Well, whatever. And it's so as an agency,

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you're like, okay, let's look through all the marketing there and let's

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see what they really say about their hardware.

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What do they really ~ say about their uptime?

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And then, you know, what else do they have that could be important?

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Like I know Kensda sought two compliance,

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which was a big thing for one of my clients.

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~ and so looking at w what kind of certifications does a host have,

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you know, what have they what what are they what do they have actually hardware

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wise? but to me the most important thing that I look for is how

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do you communicate for support because I know nine times out of

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ten with our clients, we're actually the ones that will be communicating with

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the host about support. It's very rare that our client actually does that

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themselves.

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This is why they're paying you.

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Exactly. And so I need to make sure for me it's easy to get that support.

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~ you know, and so and it doesn't have to be like I've had some where

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we have a Slack channel and I've got support people in that Slack channel

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and that's very nice. I love that.

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~ it doesn't have to be that it could be,

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you know, a s a chat ~ a live chat kind of support bot,

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~ much like Kensta has. ~ it it as long as I have very quick access to

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the s the level of support you need,

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right? Not just the I mean everybody's gonna have their AI bots first now,

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I know, but can I quickly get past that if I really need a human on that other end?

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And that's what I look for when I'm looking at these hosts.

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And when you find a host like that,

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you know, agencies will be very loyal to those hosts for a long time.

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Then you may have, you know, change in ownership or things like that that change

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the dynamic there. But overall

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I do find ~ not just myself but other agency owners I know,

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once we find a host that we're like,

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Yes, th they've got me, they understand us,

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they they're quick to respond,

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then we keep hold of them as long as they're still doing that same level of support.

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Absolutely. Yeah, it's funny, the the support thing always comes up.

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I can remember when I had my agency,

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that was always what I was looking for.

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my gosh. I just need to be able reach somebody.

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~ Hopefully they can just calm me down more than anything.

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Exactly. Right? Because, you know,

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I'm not a super technical person.

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Like compared to like friends and family,

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pretty technical. Compared to the people in these hallways right now,

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no.

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Like I I like I don't want to get into your Nginx.

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I don't want to get into your MySQL.

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Like I just want it to work. Yes.

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~ and so like having that instant communication and being able to talk to somebody.

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I'm curious to hear kind of your thoughts from the Slack angle versus

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a ticketing system type chat thing.

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Mm-hmm from your from I can tell you that from our end,

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having a a ~ ticketing system is so much more beneficial.

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Slack is great, but Slack is

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Disorganized. And being able to reference specific conversations

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and find them can be very tricky when you're having a lot

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of conversations across customers.

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So from our end, we you know,

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we we tend to try and like push people.

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Hey, look, the chat is where support happens.

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But I'm always curious to hear from the customer side:

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like, how's that experience?

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Wha how is one better than the other and and how can we try and get one

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to be a better situation or a better experience for you?

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~ and I will say ticket systems are always like like the bane of our existence,

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usually mainly because most ticketing systems out there when you work with people,

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you put in a ticket and then it's very long wait for a response,

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right? Now some I've had and they had very fast response to those tickets,

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like they're happening very quickly.

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~ I typically like in in Kensda,

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I use the support, but we also do a lot of work on AWS.

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Well, you're not gonna get instant support there,

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let me tell you.

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You you're you're gonna you're gonna be real happy if you get an answer

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on a ticket in three days. I mean,

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you know what that kind of Yes,

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exactly. And so it's you know with some that you're going to have

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to use those ticketing systems and you just hope that they are quick to respond,

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even though everyone has their own definition of what quick is,

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right? So ~ but I I prefer to have that instant chat.

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And you are right, I can see the value of not doing it in Slack channels.

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versus doing it in a more centralized place where you are able to keep your customer

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history there too and and be able to better serve the customer.

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~ which by the way also comes into that AI policy is customers will

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now start questioning you on where are these,

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you know, are these being fed into a model somewhere.

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You know, because that the at Atlatsian who has ~ Jira and con ~ Confluence,

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yeah. Yeah, they just ~

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they just announced and it was like two days ago I guess they went live with what

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they said they were going to do,

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which was train their internal,

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I think they call it rovo or something.

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Okay. Their internal model on all of their customers' data,

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which is really their customers' customers data,

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if you think about it. It's getting very deep in how far that data needs

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to the transparency level of what's happening to data needs to happen,

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right? So yeah. So yeah,

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it's

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people are gonna start asking that question.

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Absolutely. I think this is an interesting thread to maybe pull on a little bit.

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Because the way I look at it is if I'm having a conversation with a company,

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my hope is that they're using that conversation

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to help train other people that work there.

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They're looking at the specific issue that I'm having and hopefully seeing,

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hey, 40 people are having this issue.

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We have a problem.

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And now we're now they're getting fed into ~ AI systems.

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The hope I mean I guess the hope is that they're keeping all of that internal.

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Right. But that's really where the big question goes is where is that data going to?

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And we know that data likes to leak.

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It does, it does. Cause I mean,

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again, with that you know, with with those type of businesses that

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are using their customer data to train an internal model,

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which I understand there's a lot of value in it.

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Like you said, there's a way to find patterns and to find bugs that

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you didn't even know existed in your system because you can see the patterns

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of the reports from customers.

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And so it's very valuable information.

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~ we also saw, you know, at Vistara where we saw that they are also using

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the sentiment models that are out there to be able to decide

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are these customers getting ready to churn because they can see they're angry,

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that it's just the words they're using and things like that.

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~ and so there's a lot of value in that data to be able to serve your customers

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better. But yes, can you control every employee that none of them copy

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any of that and just paste it over to Chat GPT to do something with it

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and now all of a sudden you've got a breach?

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~ and that's where an AI policy should say,

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now mind you that again is that your employees read it and are actually doing what

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the policy says, but those kind of things should be covered in your pool policy

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on how employees can interact with your data internal too.

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Interesting. I'm curious to know and I wonder if it's already there,

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if ~ SOC two or no, I think there's even SOC three now.

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~ I can see these compliances baking the AI part into it.

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Yeah, I think you're right. I think they will have to because

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it touches everything now. Yeah.

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Everything

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Because

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I can tell you from being on the inside of SOC2 compliance,

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there's really there's two things happening.

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There's ~ technical compliance,

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like are we using passwords, are we you know,

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just the I call it basics, but I mean it's really complex stuff.

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All of the software, all of the hardware lockdown.

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But then the other aspect of it is the social aspect.

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It's is Roger Yes.

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you know, getting socially engineered.

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And so we go through a ton of training about phishing and just how

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to handle this data. And now we're starting to go through with AI.

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Like I there's only specific places I can use AI,

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specific accounts that are company tied.

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And and we we've gone through a lot of this.

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So ~ very hot topic. Yes.

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Very interesting to see how it evolves.

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Absolutely.

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~ sidebar here while on the AI topic,

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the big news this week is watermarking of AI text generation.

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Yes. I'd love to hear any thoughts you have on this topic and maybe explain what

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it is.

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~ yeah, so Claude Anthropic announced that they were going to

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put watermarks and this was kind of to I'll say pacify

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to to align with the European nations that put out the

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AI kind of guidelines is what I'll call them.

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I forget what there's a yeah, specific one.

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And so they were trying to fit into those boundaries,

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I feel like as loosely as possible and still fit into those boundaries

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is what they're trying to do. ~

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But I know and everyone else knew.

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I mean, you're talking about watermarking.

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Okay, yes. Can you really truly or can can you come up with any type

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of watermarking that could not be erased in some manner?

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Well, we found out within 24 hours there's a GitHub project you

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can download that just totally wipes away the watermark.

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So you know it's kind of like,

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yeah. I mean, really, at a certain point we're just not going to

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be able to test and know.

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100% that something is AI or is not AI generated.

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I mean, I took my old articles that I wrote before you had any of

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the generative AI tools, right?

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These are ten year old articles.

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And I fed them into one of the AI checkers.

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And come to find out, I am 75% robot.

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You just didn't know it. But you know,

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Robbie the robot. Yes. Nice. I know I am.

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I always knew it, but I was glad to have that proof.

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Wild. I mean, I have an English degree.

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I have been using the MDAS for years and now

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I hesitate when I'm writing an email.

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I like will rewrite a sentence not to have an dash in it,

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even though it was proper. But P I'm like,

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Well they'll just think I used AI.

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Yeah. No, absolutely. ~ and I thought it was interesting.

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There was a lot of commentary.

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John Gruber from Daring Fireball was talking about how do

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you actually watermark text without changing the meaning of the text.

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And he was picking apart anthropics examples,

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and they had like an example of my favorite fruits are mango and dot dot dot.

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And and they the argument was they could say,

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you know, kind of banana or orange.

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And to the reader, that doesn't really necessarily change much.

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But it's like to the writer, if I like bananas,

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but I don't like oranges, like don't put oranges in for banana.

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And then the example was, well,

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what if it said I like mango and airplanes?

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Or my favorite fruit of mango and airplanes?

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Like that wouldn't make any sense.

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But conceivably the AI can just be making these subtle changes to make

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the watermark and completely change what you're trying to write.

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Well, I I haven't watched that also.

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So

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yeah, i well it's Gruber, he's always very opinionated,

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so so not a huge surprise on all of that.

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We

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didn't know anything about being opinionated.

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All right, let's let's circle back to WordCamp US,

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which is what we're talking about.

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I will just finish off about speaking.

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they were very well organized and like ahead of time we had to provide our decks.

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we had to actually even do a run through of our presentation in front

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of a volunteer. ~ so

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I feel like they were trying to make sure they had a higher caliber

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of speaking ~ sessions. And so because they were being very diligent about staying

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on top of us, 'cause you know,

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sometimes us speakers could wait till the last minute to finish a slideshow,

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it could happen. Never, you know,

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yeah, and never just ninety percent of the time.

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We had to show up

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You know, thirty minutes ahead of time in the speakers lounge

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we had speaker wranglers. We got to meet our NCs beforehand and make sure they could

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pronounce everything our name or in our bio and and they went over all

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of that with us and so it was very well organized from that standpoint.

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~ and then, you know, the room was huge,

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bigger than we needed, but it was it's it was you know,

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well decorated and lit. So

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And it's fun to talk in big rooms.

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It is. It's good practice. I gotta say the A V squad is on top of it here.

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Yes. They were set ups and the everything was amazing and very easy to work with,

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it seems. Yeah.

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sure thing and then we were again we were a little bit early and they made sure that

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you know all our mics were the the connection with the laptop

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was good and everything so showed us where we couldn't could and couldn't walk

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to stay in camera and things like that.

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So it was it was very good, very smooth.

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What about as a sponsor? How did you ~ feel things went for you?

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Yeah,

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you sponsoring WordCamps is always a lot of fun.

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There's a lot of passion at WordCamps that you don't necessarily

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see at other events, especially around WordPress.

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~ typically when you're not at a WordCamp,

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you know, WordPress is a tool.

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~ at WordCamps, WordPress is a community,

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it's a way of life. And so it's always just great to see ~ you know,

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whether they're using Kinstar or not,

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people that are just

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Really passionate about WordPress.

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So being able to sponsor that means we get to be front-center with all of that.

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We had a lot of fun with our booth design this year.

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~ shout outs to Sarah, our event manager.

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She came up with a really great idea of black and white postcards.

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And then she got a ton of really nice markers.

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I've gotten I I didn't realize we had gotten like the creme de la creme of markers.

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Nice. and so all day yesterday,

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people just sat for minutes at our booth.

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Coloring in their postcards. And even the people that were like,

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I don't really color, they were just mailing the postcards home so their kids could

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color them when they get home.

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I thought that was really cool.

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so it so that that's been just a lot of fun.

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It's been a much more community-oriented booth for us.

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but we're still having great discussions with people about their hosting

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~ and about the challenges they're seeing.

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I'm really curious to talk with people about what they're seeing from clients'

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perspective when it comes to AI tools.

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And one of the trends that's coming up,

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and I mean it's been coming up for a while,

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is tools like Lovable and Bolt and Replit,

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where the clients just like, why aren't we just using these tools?

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And it's it's very interesting.

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There's agencies that are struggling to answer those questions,

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but then there are agencies that have got it down.

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And I think the ones that have it down are not focusing on technology.

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They're focusing on results.

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And the technology is just how you get there.

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And so getting, I think, getting the client away from talking about

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the tools and talking about what they're trying to achieve is the right play.

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But you're the actual successful agency owner.

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What what are your thoughts and experiences?

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I do think you're right about that.

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That and and and I think that's been something that we've had for years

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as an agency, right? Is that a lot of times our clients I literally have

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had clients that didn't know what their CMS was,

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right? If it was Joomla or Dr or WordPress or Drupal,

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they didn't even know, they didn't care.

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It was like, this is what we want.

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We want this website to do this.

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And it they had no opinions

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Because they didn't know those opinions,

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right? ~ and so we've kind of for years done that,

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but again, I was always transparent with them on what we were building with,

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even though it might have sounded like alphabet soup to them.

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I always made sure that they knew,

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and that was also for their protection.

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If they went to a you know, they wanted to leave our agency,

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go to another one, they would know what they needed to ask another agency for,

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right? Like, let me read. Robbie said they built this with WordPress.

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Can you fix that? Yes. Okay. So I think with the AI tools.

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we will still have to be transparent about which ones we use,

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but again, it'll sound like you know alphabet soup to them.

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I literally had someone the other day I was saying ~ well I'll have Claude

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do something or whatever, and they were like,

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~ who's Claude on your team? Literally.

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And I was just like, Well, I actually it's Claudette in my world,

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but ~ I was just like, No, I was like,

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No, it's a tool we use. It's called Claude.

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They were like, ~ okay. Awesome.

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I know, I was like, wow, okay.

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~ so yeah, and so we're actually still here at WordCamp,

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so it's not over yet. So we haven't got to the the finale and we usually

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do our recap after that. We're doing it a little bit early because

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the creator studio, which was also a nice addition this year.

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That's really cool. Yeah. ~ and so ~ we may have to do another little mini recap

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after we've gotten past the the final words today and and see if there's

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any big announcements.

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Robbie, it's always great to spend time with you and talk.

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Yeah, this is fantastic.

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Yes. ~ yeah, I look forward to the next time.

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Yeah, absolutely. All right, cool.

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Well that's a wrap, y'all. Watch the next podcast.