>> from the heart of where innovation, money and support collide in silicon valley and beyond. this is "bloomberg technology" with caroline hyde and ed ludlow. >> this is "bloomberg technology." >> the u.s. proposes where the deep seek can buy nvidia chips.

we will sit down with the d.o.j. suing to stop its $14 billion acquisition. first a check of the markets which has underpersoned from a teh perspective the last rom a months. and are when seeing the dawn of the magnificent 7. we are starting to question the overall peak of a.i. spending. we started on deep seek revelation do you need as compute with an model the implication such as nvidia and we get the first meeting between the nvidia c.e.o. and donald trump.

we understand it has been in the works several weeks. they plan to discuss policy but it got so much more interesting following the revelation of r1. >> this is so much riding on this and we heard him say was looking forward to a meeting with donald trump, but so much has happened since then and all the other major tech leaders had their chance with the sitdowns with donald trump. question is whether it might be a case of too little too late it with all the pressure on whether the u.s. should impose more restrictions on a.i. chip seals to china. >> and the question remains whether it was done with very high powered nvidia clips as u.s. officials probing whether deep seek advanced the chips.

we hear what was said about the balance of power yesterday. >> what i'm concerned about is with deep seek they were able to stockpile a number of highest enchips before the export controls went in fact namely the 46r7b8g9s 100 and bought a lot of 46r7b8g9s 800 clips so when want to strengthen export controls and make sure terror not porous. >> a leading rule maker there on the policy making implications with china and u.s. there is were speculation as to whether deep seek achieved this with clips it was allowed to purchase or perhaps it circumvented some key policies in the united states. >> thanks for having me. we reported today that u.s. officials are investigating whether deep seek achieved its breakthrough in a.i. chatbots through the acquisition of

advanced nvidia clips it is not supposed to have. the tile line is messy because deep seek has acknowledged using nvidia chips in its network. that is not a secret. that is not something the company tried to hide. the question is which clips has it used and when did it buy those clips and where did it buy them. our reporting is that american officials are looking at whether those acquisitions of chips included chips that were not supposed to be soda to china and that transited from the u.s. to ocho-uno via singapore. -- >> are export rules working. have they been able to stay ahead of icon's ability to leap flog ahead or around them? >> that is a big question in a lot of the chin revelations the last 12 months whether the chips

in wah weigh phones or there is a story about creativity and ingenuity and rethinking how you do these ai large language models. but at its core you need hardware and software and you do knee the most advanced technology available. whether that is asml to make clips or gpu's and deep seek has not hidden the fact it uses nvidia clips. question is which chips and when did they get them. >> maybe a clack example of follow the idea if you bring innovation, that has people excited but you are reporting that actually we are having to prevent it being used by government, by companies. >> the pentagon, we have had a number of stories in the past

few days one is that the pentagon was kind of caught flat-footed on this. a number of department of defense employees and officials downloaded, connected their work computers to the chinese deep seek servers and downloaded the large language models. it was not blocked. and they were downloading this code for several days before the defense information systems agency which is like the implement t. and cybersecurity department for the pentagon, began blocking those. and we reported that now there's an effort under way throughout the military to identify where deep seek's code has wound up on military networks and to remove it so this is an example of the fast changing nature of technology and fact that it is really hard to keep up with with the latest possession threats are. >> jordan robertson thank you. apple's holiday results show declines inner china an iphone

but it helped to reassure investors. we will break down apple's earnings after the break. ♪♪ only servicenow connects every corner of your business, putting ai to work for people. pfft ... every corner? every corner, nick. ow! so kate in hr ... hey kate. can focus on people, not process. oh actually, i have a question ... keep up, nick. do you have to be sick to take a sick day? patty in it is using ai agents to deal with the small stuff, so she can work on the big stuff. agents like secret agents? secret agents i control. with your mind? you know ... i played a secret agent once. - we know. - oh gosh ... i liked it. over here, ai gives tina the info she needs to get the job done. nick, what did we say about touching? no touching. good. ai helps jim solve customer problems before they're problems. for reals? for reals. for reals.

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iphone. >> if you look at our greater china revenue for the quarter we were down 11% year over year. and over half of the decline that we experienced was driven by change of channeling inventory. caroline: that is a comment on sales decline in china which was

a key miss in the numbers. china struggled to fend over kegs. we are trying to understand what this change meant. how did it create a 11% decline? jurisdiction when apple has a shortfall there were days they didn't they have some color or i guess an excuse as to why that happened and for china this time around we are talking about a $7 billion decline from a few years ago on the holiday quarter. they are saying they simply didn't have enough inventory. they are saying they underprojected how many units needed and by the end of december they ran out which meant they were not able to fulfill those orders which led it a decrease in revenue. he said about half of the shortfall was due to that. it makes sense but clearly you are anticipating a shortfall to

begin with if they under provided inventory. i think the response you see the stock price is up considerably despite the significant miss in china and the 3% decline on i tone revenue. one is the guidance. they are going to grow again in the 345r quarter, which is far cry from where they were just a year and a half ago where there were a series of quarters in a row where they were declining. so that is positive. but i also think investors believe because they missed toes sales in china due to inventory in kwrpblts 1 they will return in q2. you are a apple customer and they don't have it and it is an available you are not really going to give up in most kisses. you will go back when it is in stock. so i think investors and analysts believe that will happen and we will see that china revenue actually come in and international march quarter.

mike: how much of a grace period are investors willing to give apple given the struggles with apple intelligence an areas like wear be as, too? >> both good points. on apple intelligence i think investors are giving apple a little bit of leeway. they have shown their ability to come into new categories slowly and improve the product over type. ai is a different beast and they have refers both here and abroad that are absolutely crushing them right now. but i think that investors will give them a little bit of lee way. i would give them two more quarters. analysts i believe will give them two more quarters before they have kraoerpbls about this technology and ability to drive sales and how it works featurewise. in terms of wearables the new c.e.o. made an interesting point on the earnings call there's a tough compare. typically the last few years you saw apple roll out two or three models. it past september they only

released series 10. there was to new apple watch ultra. that is later this year. there will be a s.c. later. so you will see a little bit of that momentum to the wearables category but the apple vision pro not driving anything material to grow that category. their first major new product category in years $3500 per piece at minimum and not driving anything to that segment. that tells you how few they are selling. mike: thanks for joining us. let's get more with gene munster of deep water. deep seek shook under the markets and cause so many reflections upon investment in ai and development of ai in this country. what sort of pressure does that put on apple specifically with its apple intelligence product?

gene: it probably put a releave on apple because if deep seek does advance some of these third party models and basically creates an environment where the primary mods like gpt or gemini will have it lower their price to compete more with open source, that benefit apple from two perspectivesment first, as you use apple intelligence and it goes and taps into open ai for example there's a cost that that comes to apple for those tokens. that is how it measured. as the price comes down driven by deep seek that is a positive for anle. separately, anle's app developers needs to be aware of the cost the apps have in terms of pulling in the token cost appear lowering the token cost should promote more a.i. development within the apps.

that is why you saw apple move up on the deep seek news and i think that more broadly this has been -- i have been around being tech for a while and i think in this is captured in the concept the that is deck is flat from where it closed friday and i think that essentially the commentary from apple about how to benefit from this to answerior question specifically. caroline: they focused on the a.i. security. they took,the chips, the private service. is that integral it a consumer when we think of using chinese apps when it comes to artificial intelligence? >> for western consumers they are probably not going to want to use a model -- i expect most people will not want to use a model based in china. and part of it is because i think the data integrity

question, that is something that matters more for people who are over 35 years old. through our research we have seen a younger democrat graphic not to clear the whole tiktok example is pretty clear. people just want the kept and some of the potential downfall of using some apps is not top. but tell brand around security with ai and benefit with deep seek or some other third party open source in china is that needs -- apple needs to fill that ai hole in terms of apple intelligence who is their partner in china. caroline: let's just talk about apple intelligence. marks saying look, you, analyst and investor community will give apple a two quarter grace period to get there light. is that the sort of tomb you need? >> i think investors will give a

little bit more room and probably give a pass largely on fiscal 2025. if you look at the street numbers after these adjustments last night iphone growth will be around 3%, it steps up to 8% in fiscal 2026. so as long as that carrot is out there and apple did a good job reminding them because sales were better in other markets,as long as that carrot is out there, i think you will see this icon of trend toward investors focused on what this breakout could could mean. mark has done an incredible job reporting on features of anle and timing, from my perspective i think they still fall short, well short of with needs to happen for these products to really get people excited and tell their friends to buy it. i think they will get there. i'm an apple shareholder, our

firm owns it but i think the product needs not only more distribution the next few quarters but features that need to death pumped up. mike: in china we saw apple report inventory issues. but soon they will have some geopolitical ones thanks to tariffs that donald trump is threatening against the world's second largest economy. how do you see anle festivitying that if it happens? >> quicklien o'the tariffs side the second to the last question last night we are monitoring it so he side stepped it. i think post investors be it is no risk to tariffs given what happened seven or eight tkwhraoerpbgs able to navigate around it so it is probably more of a risk to apple stock given most investors are complacent on with it could moon. i think they will navigate that. but i think there is something

bigger going on in china, potentially something. when you see huawei their sales up and samsung and apple down 3% to 6% it begs the question is it lack of a.i. features or some sort of shift that champions consumers, a bias move toward more home grown models and it is beyond apple or samsung but how tesla could be impacted. the chinese government has done an amazing job of kind of steer how public sentiment is around some of these products. that is in the back of my mind by something else may be going on. this is not just china economy is we can in a quarter. caroline: with 30 seconds to go give marks out of 10 for this earning season this week with tesla there. >> i think fundamentals were six

out of 10, it was ok, but with was most important is a topic deep seek commentary about how at the feel ai will proceed appear spending around that it was a 10 out of 10. caroline: intel better than fourth quarter. there is bloomberg technol

caroline: let's look as samsung chips down. the division reported a smaller than expected profit. it is fighting off arch rival who has been on down side after a four day holiday in south korea and worries post deep seek and what it means for the chips

more broadly. mike: intel posted better than fourth quarter rumsfeld as they saw a sales beats partly from asia orders. but they said first quarter sales were specked to fall short on weaker demand and tougher competition. we are joined by matt bryson who has been writing the results are not been becomed. he maintains a neutral rating. we did hear a somewhat more realistic tone in the c.e.o. about the prospects of maybe turning the company around in the short term. how did that land with you? >> it is the right way to think about things in the sense that intel was consistently being optimistic about where things

were going to end up and at the end of the day that ended up disappointing investors. so you start off with a more realistic bar and the hope is you are able to execute from there. caroline: realistic looks pretty painful and the shares do drop on the back of this. no quick fixes but what can be done when you get no news on the c.e.o.? matt: i think big question what does intel do from here. under pat, the plan was we are going to make intel great again. we are going to restore our competitiveness and that will bolster the entire operation. so, now the real question is, when you bring in a new c.e.o. is that still the plan? or, rather, do you do with a an d did try to split the business up, look more like a broad com

or marvel. until we get an answer to that it is going to be hard to figure out what the future looks like for intel. mike: what is your time line nonetheless for intel to be able to close the gap with rivals in critical areas like server chips for the data centers we are starting to see built across the country? matt: there's two things to think about. where are they with. they aid 18-a will ship the second half of this year so i think it is important as to what those new chips look like. if cher excessive that is a huge thing. their troubles started almost a decade ago when they missed upgrades is getting that right would be a huge positive. but the next piece is what we are seeing is a lot more

consumption of ai clips so whether nvidia or broadcom or marvel building for large data centers the growth is from the ai side. intel there really still don't have a product. gowdy disappointed. they said the next product is more of a test product so getting things there is important but we don't have a lot of insight into what exactly that road map will look like. caroline: in 30 seconds they are planning to spend $20 billion on new plants. will the administration be supporting this long-term? matt: that is a great question. it seems look there administration goes from one place to another place and you never quite know where it is going to go hopefully for intel's sake they will but i'm not going to guess what the trump administration will do. caroline: thank you for your time. coming up we will talk about the

impacts of deep seek and what is happening to the investors and approach to a.i. start-ups. this is ""bloomberg technology"".

the way i approach work post fatherhood, has really trying to understand the generation that we're building devices for. here in the comcast family, we're building an integrated in-home wifi solution for millions of families like my own. in the average household, there are dozens of connected devices. connectivity is a big part of my boys' lives. it brings people together in meaningful ways.

caroline: welcome back to bloomberg technology. i am caroline hyde in new york. what a week. monday anxiety. what does the deepseek model mean for the need for gpu, ar infrastructure? the selloff was hard monday but we managed to grind higher on the nasdaq over the last five days the nasdaq 100 up .1%. on the nasdaq higher.

the release of deepseek's are one has some venture capitalist rethinking their strategy on investing in a r-star up. let's get the vc take for joining us for josh wolf, the cofounder of lux capital. you have been plowing into the application later of generative ai rather than the model. what do you make of this? josh: there are two key takeaways from the past weekend the entire trend of ai. first is the capital side. second is the human capital side. on the capital side i think people investing in large foundation models are a little shaken. the idea of putting tens of billions of dollars into something, even if that was partially replicated by china and having a $5 million or $6 million overlay on top of that has people check into their core, and rightly so. the other part is open source models like hugging face, together compute, thinking about novel model architectures like

out of japan. this is where we have been investing over the past two or three years and also thinking about the next wave in ai for the three-dimensional physical world. biology and robotics. there, i think you will see a great new cup -- a lot of great new companies, physical intelligence, evolutionary scale, people that will not have the same kind of competition on the long route model scale. -- large language model scale. mike: is there a third piece, geopolitics in the relationship between u.s. and china? how does deepseek fit into this? you are invested in anduril and palantir. josh: it is increasingly -- whether you think we are in the cold war 2.0 or not -- the tiktok piece over the past year and president trump coming in and thwarting a grave national

security threat is number one. and number two is deepseek. it is not just made in china but actually created and invented there, even if it is copied. i think the bigger thing is human capital. we are at work for talent. we need a brain drain coming here. let me give you three statistics that shock me. 50% of undergraduates in ai around the world are coming from china. they are producing 50% of undergraduate researchers in ai. 38% of american researchers are from china. 37% are native american. think about that weird we are outnumbered in our own country. we want to get those people here and keep them here. number three, the u.s. used to be about 20 3%, 25 percent international students come into our country. today it is only 15%. it underscores the need that we are in competition not just for hardware and physical capital, not just for financial capital, but human capital. we need to do something.

this is a big wake-up call. caroline: you are a trustee of the santa fe institute and think a lot about academia. you have been posting a lot on the national security front on ex about the chinese state backed companies. they are not companies, they are armed of the government -- arms of the government designed to erode u.s. competitiveness. you think about tiktok, deepseek, i on the sky, deepseek , huawei. it does it matter if china continues to fast follow? they need the compute power to actually get the innovation into people's hands. read what just happened this week. is this really a concern? or does it the u.s. have more determination to remain a head of the game and invest in overall ai infrastructure? josh: if it is a wake-up call and people are saying we need to be more competitive and aggressive and we can't be complacent or lazy that is a win for america. we don't want the rest of the

world relying on chinese models that will approach truth or in -- but never get there. try searching for uighurs or tiananmen square and you won't get truth. you will get ccp censorship. hardware infrastructure, you also nailed it. we are seeing a shift from training when you need hundreds of thousands of clusters of nvidia chips to inference. there will be a big fight on and friends on two fronts. the next big wave here. if you can do and on device i suspect about 30%-50% of inference will be on your chats, your cash emails, your photos, your data. we don't need to go to the cloud for that. memory and other chipmakers will become dominant. attention in capital allocation will shift towards them. maybe you are doing 50%-70% of your inference in the cloud going to perplexity, chatgpt research a search gemini.

but that ecosystem will change. we will see the death of api. ai will bring in the death of apis. that means all of the back channel software negotiation that happens between all of our applications today, that will be usurped by ai basically acting like a user navigating on your phone. there will be big fights between meta and apple and apple and app later people. caroline: you are part of the hill and valley grew a bipartisan committee of lawmakers and businesspeople about the national secure defocus of u.s. versus china. i want to take your thought on whether the administration, the current one, gets this. we have jensen huang meeting with trump today. josh: i think they do. a lot of brilliant people went to these administrations. friends of people that are

extraordinary and highly competent feel very strongly about this issue. tiktok has done a good job of flattering trump. they know that flattery works to influence. i hope the people around him recognize, particularly on the tiktok issue how nefarious, dangerous, and insidious tiktok is for the american public and the people -- things we believe. for the rest of technological book -- competitiveness it is great to see all and valley with venture capitalists and policymakers working together. people used to warn about the military industrial complex and rightly so back in the day. we went from 50 primes to five. now we are seeing leo primes, new emerging companies getting d space and speed faster compete. -- getting the space and the speed pass to complete and i think that is critical as well as the civil military fusion doctrine. every company is not an independent chinese company. it is part of the government. they have to report everything they do and all information to

the chinese communist party, to xi jinping peer mike: -- xi jinping. mike: you stress the importance of research as fundamental to developing ai in this country. do you have concerns of administration may be taking a more hostile approach to science? you are a scientist yourself. what is your view? josh: i do feel very deeply we should be funding basic science. if we knew the answer to questions we would just go pursue them. you need fundamental research. you need funding. can those things operate better? yes. the answer is not on the administrative side tried to cut things we did the answer is giving more grants, more money, not less to younger people, younger researchers. i know that sounds crazy but most of the great breakthroughs happen from that potent cocktail of an ambition and naïveté. why not try versus the old guard that is set in their ways and sardonic and solidified?

they are basically always saying, why try that? instead, give more money to young people. we should absolutely come as we are seeing from china and their competitive rise, we should absolutely be giving more federal funding to basic science and research to create the spontaneous breakthroughs that can change the world. we want the glp1 invented here, gpu's invented here. tsmc itself should have been invented here instead of taiwan. we want to these great breakthroughs in chemistry, physics, material science. we have dominated software for the past two decades, the past generation. we really want to dominate and a physical scientist, robots, space, rocketry. thank god for spacex. even though i'm really critical of elon that is an amazing american company and we need more of that, not less. mike: josh both cofounder and partner at lux capital. next we speak with the hewlett-packard enterprise ceo antonio neri as the company sues

-- the country sues the company's at work. this is bloomberg technology. this is bloomberg technology.

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caroline: this is bloomberg technology. check out the bloomberg technology podcast on the terminal, apple, spotify, and i heart. this is bloomberg. let's look at shares of hpe and juniper networks. the doj yesterday announcing it is suing to stop the $14 billion acquisition of juniper networks arguing the merge would hurt competition in the market for enterprise wireless equipment. joining us now is antonio n eri hpe ceo. you fight back saying the doj is ignoring key competitors here. why?

antonio: it is flawed because they consider the market very narrow in the wireless land. all competitors. wh ine reality there are eight. industry analysts camen out yesterday stating that was the case. as we go through the process we understood that will be a challenge. ultimately, we believe there is no case here. this is procompetitive. we are bringing two complementary technologies together. it will also enable us to compete outside the united states in the context of the previous conversation we were having with josh, against the chinese vendors in context of national security,i particularly cloud in the service provider space. that is why we will fight this vigorously. caroline: do your lawyers think you will prevail? other regulators assigned this off so it must have been a surprise. antonio: it was a surprise.

14 of 16 jurisdictions around the globe approved the deal pretty much by september last year. that was very quick. the announcement was a january 9, 2024. then they grew the european union. they never asked for a second request. customer testimony was always in favor of the transaction. at that is why, since september, we were pretty much substantially complete with the doj process. obviously, through elections and the like that took us through today. when i met with the doj tuesday, nothing new came out of that conversation. ultimately, we believe this is procompetitive. we believe this is the interest of that national security in alignment with the current administration agenda. that is why for from a pure antitrust perspective we believe we have a case.

mike: did you try in the course of your conversations with the justice department ahead of the lawsuit being filed to negotiate something or perhaps offer concessions? what might those have been? what did the doj asking for? antonio: it was not necessary. the doj never asked for any concessions whatsoever. they asked us, through the process, several extensions but we never discussed remedy issues or concessions as a part of the problem. mike: are you surprised with the current administration actually following through with this case? you pointed to its posture with competitiveness issues in the u.s., trying to foster investment. what does this mean with what the president would be talking about when it comes to business? antonio: we don't have the leaders at the doj are the antitrust division.

we are looking forward to having them on board. we hope they will take a second look at the case and realize that this transaction is for -- core tech, not big tech. with juniper networks and hp powers, a lot of the united states department of defense, department of energy, and many other administrations across the government. we hope that when the new administration is in charge of they will look at this, take a second look and realize it is aligned perfectly with the agenda the president has. america first. building the united states. let's remind ourselves that a lot of the equipment that hp provides to date for the united states government is built inside the united states and also outside the united states to compete with china. the reason why the market looks the way it is in the united states, which is eight vendors,

and this is data from the industry analysts which we provided. a tremendous amount of documentation. not allowed to play in the united states. when you go outside the united states there are actually nine vendors. caroline: it feels like china continues to be the bogeyman a lot of companies will turn onto to try to get things through. james mchenry, the acting head of attorneys general at the moment in the u.s. probably wants to pursue this and actually got some signoff from the new administration, a more pro-business administration. do you think, really, this will land any differently with pam bondi? antonio: i don't know. i will not speculate on that. excuse me for my voice. i will not speculate on that. we have dealt with at the department of energy to trust the division. we were very collaborative and construction throughout the process. we hope the new -- we hope the new administration when they are in charge will look at us and bring us back to the table.

otherwise, we will pursue actions through the court. they were the ones who decided to file the lawsuit to block the transaction. we believe we have the right to defend ourselves there. and we believe we could prevail through just the antitrust aspect of the case. in addition to that, we hope also the national security aspect of this is considered as well. mike: coming up, we discuss the state of immigration and h visas under the new administration with hiba anver from the erickson immigration group.this.

mike: the future of hb1 visas in america's tech industry as a trump's birthright citizenship order spikes fear in hb1 parents. let's bring in hiba anver from the erickson immigration group in the rhetoric from the white house about immigration has to be troubling for a lot of your clients to digest. what are you hearing? hiba: concerns of resulting from impacts of the birthright

citizenship executive order, namely, for example, if an individual here on an hb1 visa has a baby in the united states according to the executive order the baby is no longer considered a u.s. citizen. if that child is not a u.s. citizen at birth and if that child is not a citizen of the parent some country at birth, what this executive order does is essentially create a category of stateless children. that is very, very concerning for a lot of visa holders in the united states inclusive of the hb1 visa. a lot of what we are getting stems from these concerns. restriction's policies are creating it off -- an environment that seems hostile towards immigrants. caroline: i came here with already one child and gave birth to one in the united states. she automatically got u.s. citizenship. i was on a temporary visa at the time.

i was not worried about coming here to have an american baby. and it was not hard for me to get her u.k. citizenship afterwards. who is really concern here? i would imagine it is not developed nation to develop patient. who of your clients think it is really integral to have a child with birthright citizenship? hiba: there are a lot of countries around the world where if the parents have a child born abroad that child will not automatically get citizenship from the home country unless the parents take some sort of affirmative steps to apply for that citizenship. caroline: i had to do that too, which was not hard. hiba: you have to look at it in the totality of the circumstances. we cannot look at it in a vacuum. if the united states is going to have policies which are seemingly hostile towards immigrants, making it harder for immigrants to establish families and lives in the united states, irrespective of whether the citizenship of the home country

is easy for the parent to obtain for their child the visa holder in the united states will think twice about whether they want to settle in the u.s. long-term. look at the companies that actually employ those individuals. those companies are going to find it more difficult to retain the top talent they rely on in order for them to be competitive on a global stage. what i am hopeful for is whatever policy comes out of this administration continues to be very welcoming and creates a culture of welcome, irrespective of whether the individuals have to deal with certain citizenship issues for their child or not. we have to understand birthright citizenship is in trying to -- is enshrined in our constitution. one of the key issues is that there is a presidential action seeking to overturn something in the constitution outside the proper process. that has been concerning to a lot of individuals as well. trump --mike: trump has yet to alter the hb1 program itself.

are you anticipating any changes from the administration or congress? hiba: i do not necessarily know if we will see something that directly impacts the data --hb1 program but a lot of executive orders impact of illegal immigration in the u.s. like the birthright citizenship executive order. if it ends up being successful and her children born in the u.s. aren't automatically u.s. citizens it implies an additional number of individuals that will get included in the overall green card to you. the backlog for obtaining a green card in the u.s. is already very lengthy for a lot of individuals and this will only increase their wait times. if you look at the totality of the circumstances, this is creating a discouraging environment for individuals seeking to live in the united states. caroline: well said.

i can tell it took a long time to get a green card. hiba anver relate glad to have you on the show. don't forget to check out our podcast on the terminal, apple, spotify, and iheart. only the servicenow platform connects every corner of your business, putting ai agents to work for people. like secret agents? no, more like autonomous minions that you control. to do what? well, jim's agents resolve simple customer issues. and patty's agents flag network problems. - proactively. - yup.

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