{ "id": "tie-in-010", "number": "010", "title": "The AI Data Center Boom Is Coming for Commercial Roofing", "published_at": "2026-09-10", "issue_url": "https://www.roofingauthority.network/the-tie-in/episode/010", "video_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo", "word_count": 14880, "chunk_count": 429, "speakers": [ "Michelle", "Randy", "John Kiesel", "Keith" ], "chunks": [ { "speaker": "Michelle", "start_seconds": 0, "text": "So this is the AI boom everybody's losing their minds over?", "timestamp": "00:00:00", "id": "tie-in-010-0001", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=0s" }, { "speaker": "Randy", "start_seconds": 15, "text": "Big buildings, more computers, same rain.", "timestamp": "00:00:15", "id": "tie-in-010-0002", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=15s" }, { "speaker": "Michelle", "start_seconds": 18, "text": "You make the future sound adorable.", "timestamp": "00:00:18", "id": "tie-in-010-0003", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=18s" }, { "speaker": "Randy", "start_seconds": 19, "text": "I try.", "timestamp": "00:00:19", "id": "tie-in-010-0004", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=19s" }, { "speaker": "Michelle", "start_seconds": 20, "text": "Billions on chips, cooling, power.", "timestamp": "00:00:20", "id": "tie-in-010-0005", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=20s" }, { "speaker": "Randy", "start_seconds": 24, "text": "And sooner or later, somebody asks what keeps water off all of it.", "timestamp": "00:00:24", "id": "tie-in-010-0006", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=24s" }, { "speaker": "Michelle", "start_seconds": 27, "text": "There he is.", "timestamp": "00:00:27", "id": "tie-in-010-0007", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=27s" }, { "speaker": "Randy", "start_seconds": 28, "text": "You were worried?", "timestamp": "00:00:28", "id": "tie-in-010-0008", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=28s" }, { "speaker": "Michelle", "start_seconds": 29, "text": "So what's Hector's forecast for AI?", "timestamp": "00:00:29", "id": "tie-in-010-0009", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=29s" }, { "speaker": "Randy", "start_seconds": 31, "text": "More roof. More roof, more heat, more ways to find out who did it right.", "timestamp": "00:00:31", "id": "tie-in-010-0010", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=31s" }, { "speaker": "Michelle", "start_seconds": 35, "text": "Optimist.", "timestamp": "00:00:35", "id": "tie-in-010-0011", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=35s" }, { "speaker": "Randy", "start_seconds": 36, "text": "Don't tell anybody.", "timestamp": "00:00:36", "id": "tie-in-010-0012", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=36s" }, { "speaker": "John Kiesel", "start_seconds": 42, "text": "Man, I am feeling so excited here today. Feeling very grateful having this conversation, grateful for the team at Division7, grateful for the industry, grateful for my family, and God for bringing me to this glorious day.", "timestamp": "00:00:42", "id": "tie-in-010-0013", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=42s" }, { "speaker": "Keith", "start_seconds": 62, "text": "Keith and Jon hanging out with you guys on a brand new show. We are reimagining the roofing industry live every week.", "timestamp": "00:01:02", "id": "tie-in-010-0014", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=62s" }, { "speaker": "Keith", "start_seconds": 69, "text": "I'm being gracefully and gratefully, I'm learning, and I'm, got nothing but gratitude.", "timestamp": "00:01:09", "id": "tie-in-010-0015", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=69s" }, { "speaker": "John Kiesel", "start_seconds": 74, "text": "Everything about it's been exciting, creative, intentional. I couldn't be more excited. It's gonna be a lot of fun.", "timestamp": "00:01:14", "id": "tie-in-010-0016", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=74s" }, { "speaker": "Keith", "start_seconds": 83, "text": "We're just getting started", "timestamp": "00:01:23", "id": "tie-in-010-0017", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=83s" }, { "speaker": "Keith", "start_seconds": 93, "text": "Today we're talking about the buildings behind artificial intelligence. AI does not live in a cloud. It lives inside enormous physical facilities filled with servers, power, cooling infrastructure, and equipment that cannot afford interruption. Sitting direct above it all is a commercial roof. Today, you're watching The Tie-In, episode 10.", "timestamp": "00:01:33", "id": "tie-in-010-0018", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=93s" }, { "speaker": "Keith", "start_seconds": 115, "text": "Today, that's the conversation", "timestamp": "00:01:55", "id": "tie-in-010-0019", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=115s" }, { "speaker": "Keith", "start_seconds": 125, "text": "I'm excited this morning. Jon Kiesel, Keith Bilous live on The Tie-In. Good to be hosting with you, my brother. Hosted by and brought to you by Division7 Roofing. Today, Jon, we're gonna go into this one. Every AI prompt in the world runs through a physical building, and the roof over that. The building is now part of the thermal and mechanical energy, and a part of the conversation that, uh, nobody in the AI armor c- in the AI conversation is telling yet.", "timestamp": "00:02:05", "id": "tie-in-010-0020", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=125s" }, { "speaker": "Keith", "start_seconds": 149, "text": "Jon, we're talking data centers today on an audible version of The Tie-In. Guys, we had a guest lined up. We had to make some changes today, so, uh, we're gonna spend some time with, uh, Keith and Jon talking about data centers, and apparently, I think Jon's gonna kinda flip the tables and interview me. Jon Kiesel, good to be here with you today, my friend.", "timestamp": "00:02:29", "id": "tie-in-010-0021", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=149s" }, { "speaker": "John Kiesel", "start_seconds": 166, "text": "Good to be here with you, Keith. We're gonna rock it out. We're gonna deal with some adversity here and pull this thing out.", "timestamp": "00:02:46", "id": "tie-in-010-0022", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=166s" }, { "speaker": "Keith", "start_seconds": 171, "text": "Yes. So hey, you put it... Uh, you started it. You put adversity on the table. So right now... So it's funny 'cause Jon and Keith, we're, we do this live show every single week. Jon, Keith, Ryan, brought to you by Division7, called The Tie-In, reimagining the roofing industry.", "timestamp": "00:02:51", "id": "tie-in-010-0023", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=171s" }, { "speaker": "Keith", "start_seconds": 186, "text": "All right, let's confess. Jon, what's the adversity today? We had a guest, but the guest had the bump. We'll leave that aside. And she, she, everything's okay, but we're sh- we're gonna bring her back. But Jon's having some adversity right now because there might be a tech issue, but you can't even tell because he's just rocking it today.", "timestamp": "00:03:06", "id": "tie-in-010-0024", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=186s" }, { "speaker": "Keith", "start_seconds": 199, "text": "Jonny, how you dealing with adversity this morning?", "timestamp": "00:03:19", "id": "tie-in-010-0025", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=199s" }, { "speaker": "John Kiesel", "start_seconds": 201, "text": "I'm doing great, man. We'll work through it. You know, every time we get in front of the screen and we get in front of the microphone, something, you know, happens, and that's the fun of being live. We just go.", "timestamp": "00:03:21", "id": "tie-in-010-0026", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=201s" }, { "speaker": "Keith", "start_seconds": 211, "text": "Absolutely. Let's kick it off, man. So, uh, as you and I, as I have been gratefully working with you over the last few months, obviously we're talking a lot of AI, a lot of data center stuff.", "timestamp": "00:03:31", "id": "tie-in-010-0027", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=211s" }, { "speaker": "Keith", "start_seconds": 221, "text": "Let's just roll into our first nugget this morning before we get into the roofer's desk. Jon, AI doesn't live in the cloud. Every AI prompt starts in a building. The cloud has walls, power, cooling, and a roof sitting over billions of dollars in machines. Jon, if the cloud is a building, who's actually responsible for keeping weather off of the intelligence?", "timestamp": "00:03:41", "id": "tie-in-010-0028", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=221s" }, { "speaker": "Keith", "start_seconds": 241, "text": "This is a big one, isn't it?", "timestamp": "00:04:01", "id": "tie-in-010-0029", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=241s" }, { "speaker": "John Kiesel", "start_seconds": 243, "text": "It is a big one, and, and I'm glad they're building these buildings for the people that may actually think that there's something happening up in the sky, in the clouds, that's processing this information. So now we can see the buildings, and we understand where this AI's coming from in, in the data centers that are built.", "timestamp": "00:04:03", "id": "tie-in-010-0030", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=243s" }, { "speaker": "John Kiesel", "start_seconds": 260, "text": "But, you know, the roofing contractor that installs the roof, the, the layers in between that, the infrastructure around keeping, you know, consequential events from happening inside that space. You know, I think it's a collaborative effort, but at the end of the day- But you know, the roofer's gotta keep the water from coming in through the roof.", "timestamp": "00:04:20", "id": "tie-in-010-0031", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=260s" }, { "speaker": "Keith", "start_seconds": 280, "text": "Well, so, okay, great segue to what I wanna ask you then. Jon, what, what, you know, you work on massive projects, you work on significant projects. You guys in Division Seven work on very important projects. But what changes when the roof sits over literally uptime instead of offices? And I don't want to diminish the value of an office and the humans inside of it, but I gotta think when you go into a project with a data center, like, you know, what changes when that roof sits over uptime instead of offices?", "timestamp": "00:04:40", "id": "tie-in-010-0032", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=280s" }, { "speaker": "John Kiesel", "start_seconds": 308, "text": "It's a different ballgame. I mean, it's a, it, from the beginning you know that there's significant amount of thought, preparation- Yeah ... into, into the, the development of scoping and qualifications of a roofing contractor. One of those scenarios, we put a roof over a pharmaceutical, uh, facility where, you know, drugs are actually contained and- Oh", "timestamp": "00:05:08", "id": "tie-in-010-0033", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=308s" }, { "speaker": "John Kiesel", "start_seconds": 331, "text": "prescriptions are being filled. You know what I mean? This was a very sensitive environment, and they took it very seriously to begin with. It wasn't, \"Give me a price.\" It was- ... \"We need to know who you are.\"", "timestamp": "00:05:31", "id": "tie-in-010-0034", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=331s" }, { "speaker": "Keith", "start_seconds": 342, "text": "You know what's interesting to me, Jon, when we talk data centers and, you know, and Elon, you know, Elon Musk is, is working on putting data centers in space.", "timestamp": "00:05:42", "id": "tie-in-010-0035", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=342s" }, { "speaker": "Keith", "start_seconds": 349, "text": "One of the things that I ask the question of, and you know, you, you and I have been around long enough to remember when computers were a whole building. Now, now we have a computer in our pocket. It makes me wonder sometimes, like we're spending so much time building... Good morning, David Rubar, David Rubarski from Roofers, g- he's joining us this morning in the c- in the comments here, Johnny.", "timestamp": "00:05:49", "id": "tie-in-010-0036", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=349s" }, { "speaker": "Keith", "start_seconds": 366, "text": "Um, what makes me curious, Jon, and I don't know if anybody has the answer, but we're building all these big buildings with computers for data centers, and then Elon's putting them in space. Like, do we wake up in 10, 20 years from now going, \"We don't need all these big buildings because all the computers are shrunk into this\"?", "timestamp": "00:06:06", "id": "tie-in-010-0037", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=366s" }, { "speaker": "Keith", "start_seconds": 381, "text": "And I don't know if anybody knows the answer, but it's a curious one, isn't it, Jon?", "timestamp": "00:06:21", "id": "tie-in-010-0038", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=381s" }, { "speaker": "John Kiesel", "start_seconds": 385, "text": "Get out of my head, Keith.", "timestamp": "00:06:25", "id": "tie-in-010-0039", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=385s" }, { "speaker": "John Kiesel", "start_seconds": 392, "text": "I've been thinking Watch me. And I've, I've been thinking about this myself, and we're alw- we have all these curiosities as, as we did, like when COVID happened, like-", "timestamp": "00:06:32", "id": "tie-in-010-0040", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=392s" }, { "speaker": "Keith", "start_seconds": 399, "text": "Yeah ...", "timestamp": "00:06:39", "id": "tie-in-010-0041", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=399s" }, { "speaker": "John Kiesel", "start_seconds": 399, "text": "what's really going on with viruses and-", "timestamp": "00:06:39", "id": "tie-in-010-0042", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=399s" }, { "speaker": "Michelle", "start_seconds": 402, "text": "Yeah ...", "timestamp": "00:06:42", "id": "tie-in-010-0043", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=402s" }, { "speaker": "John Kiesel", "start_seconds": 403, "text": "w- we don't understand, I mean, things about this we just don't understand. But you'd like to think that- It's going to take up this much space for a long time.", "timestamp": "00:06:43", "id": "tie-in-010-0044", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=403s" }, { "speaker": "John Kiesel", "start_seconds": 412, "text": "It would be a dramatic waste to put all these buildings together just to have a cell phone sit inside of them at some point, right?", "timestamp": "00:06:52", "id": "tie-in-010-0045", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=412s" }, { "speaker": "Keith", "start_seconds": 419, "text": "Speaking of dramatic waste, I don't know if it was the conversation with you we had a few weeks back, or was it... I can't remember who it was, but I was reading a story about one, uh, one of these brand-new stadiums that is what, three years old?", "timestamp": "00:06:59", "id": "tie-in-010-0046", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=419s" }, { "speaker": "Keith", "start_seconds": 429, "text": "They already need to go spend $135 million on some roof stuff. And I was like... I think it was you, me, and Steve Little just talking about how we build things differently than we did 100 years ago, and I'm like, \"Holy smokes, they just spent a billion dollars on this building, and they're already putting a new roof on it?\"", "timestamp": "00:07:09", "id": "tie-in-010-0047", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=429s" }, { "speaker": "Keith", "start_seconds": 443, "text": "Like, it's just, it's incredible to me, Jon.", "timestamp": "00:07:23", "id": "tie-in-010-0048", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=443s" }, { "speaker": "John Kiesel", "start_seconds": 446, "text": "It is. I mean, the, the roof is one of the most significant expenses that a building owner's going to face over the life of a, you know, owning that asset, and-", "timestamp": "00:07:26", "id": "tie-in-010-0049", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=446s" }, { "speaker": "Keith", "start_seconds": 456, "text": "Yeah ...", "timestamp": "00:07:36", "id": "tie-in-010-0050", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=456s" }, { "speaker": "John Kiesel", "start_seconds": 457, "text": "I, I think it has a direct impact on our economy when you start having major, major producers and suppliers of the goods we, you know, we have in our, in our possession is what did it cost to maintain that building that these things are manufactured in or stored in or produced in, right?", "timestamp": "00:07:37", "id": "tie-in-010-0051", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=457s" }, { "speaker": "Keith", "start_seconds": 476, "text": "Yeah, absolutely. Absolutely. All right, we're gonna keep the show on the road here. We got David Urbanski in the, in the comments, uh, from Roofer Robotics. Uh, Jon, let's get over to Hector and Randy. They got some news on the desk for us today. We got a few topics, and we're gonna start this one off with a single AI campus can cost 50 billion dollars to replace.", "timestamp": "00:07:56", "id": "tie-in-010-0052", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=476s" }, { "speaker": "Keith", "start_seconds": 495, "text": "When a single AI campus can cost 50 billion to replace, the roof assembly and temporary drying are part of how that campus stays insurable. Let's set up the intro to the Roofer's Desk, and let's throw it to Randy and Hector. Jimmy?", "timestamp": "00:08:15", "id": "tie-in-010-0053", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=495s" }, { "speaker": "Keith", "start_seconds": 515, "text": "All right, so we're gonna", "timestamp": "00:08:35", "id": "tie-in-010-0054", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=515s" }, { "speaker": "Randy", "start_seconds": 520, "text": "Swiss Re says one AI data center campus can cost up to $50 billion to replace. One campus? One. At $50 billion, I'm guessing nobody calls the roof a small detail. You'd be surprised. I usually am.", "timestamp": "00:08:40", "id": "tie-in-010-0055", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=520s" }, { "speaker": "Michelle", "start_seconds": 531, "text": "Texas and Virginia hold over 40% of current and planned US data center capacity.", "timestamp": "00:08:51", "id": "tie-in-010-0056", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=531s" }, { "speaker": "Randy", "start_seconds": 537, "text": "That's a lot of roof. And more than a quarter of that capacity sits in hail-exposed zones.", "timestamp": "00:08:57", "id": "tie-in-010-0057", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=537s" }, { "speaker": "Randy", "start_seconds": 542, "text": "Now the edge metal has my attention. Membrane, edge metal, temporary protection. Funny how $50 billion makes everybody care about the boring details. Now the insurance market does too.", "timestamp": "00:09:02", "id": "tie-in-010-0058", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=542s" }, { "speaker": "Keith", "start_seconds": 553, "text": "Hector, Randy, thanks for throwing that back to us. Jon, why does this story matter?", "timestamp": "00:09:13", "id": "tie-in-010-0059", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=553s" }, { "speaker": "John Kiesel", "start_seconds": 558, "text": "Well, we're, we're, we're building things right now in such large volume, and I, you know, I, I'm curious when I look down the road 20, 30, what does that look like when it comes to replacing roofs-", "timestamp": "00:09:18", "id": "tie-in-010-0060", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=558s" }, { "speaker": "John Kiesel", "start_seconds": 570, "text": "all, kind of all at the same time and, and, you know, maybe pa- space out a little bit. But really we're, we're gonna be looking at a tremendous re-roofing, uh, situation in 20 years from now, 30 years from now, and it's probably gonna hit about all at the same time they were all built.", "timestamp": "00:09:30", "id": "tie-in-010-0061", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=570s" }, { "speaker": "Keith", "start_seconds": 587, "text": "I never thought about that.", "timestamp": "00:09:47", "id": "tie-in-010-0062", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=587s" }, { "speaker": "Keith", "start_seconds": 588, "text": "You know, I never thought about it that way because you're right, we're seeing the maps over the next couple of years of what has to be built and, and then you're right, 25, 30 years later, it's like, \"Okay, we gotta do it again.\"", "timestamp": "00:09:48", "id": "tie-in-010-0063", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=588s" }, { "speaker": "John Kiesel", "start_seconds": 600, "text": "And they're not, they're not building them just to replace a roof easily. I mean, these things are designed and bulletproof.", "timestamp": "00:10:00", "id": "tie-in-010-0064", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=600s" }, { "speaker": "John Kiesel", "start_seconds": 605, "text": "You know how hard it is- Mm ... to replace something that was built bulletproof? I mean- ... th- this is gonna be, this is gonna be a tremendous undertaking to replace these roofs at some point. Yeah. I won't be around for it, but somebody will. Sorry about", "timestamp": "00:10:05", "id": "tie-in-010-0065", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=605s" }, { "speaker": "Keith", "start_seconds": 618, "text": "that. Oh, so Jon says he won't be around for it. I'll put some bets on that one.", "timestamp": "00:10:18", "id": "tie-in-010-0066", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=618s" }, { "speaker": "Keith", "start_seconds": 621, "text": "I think he's gonna be around for that one. Hey, Jon, we got Tom Wolf joining us in the community this morning, and, uh, Tom's got an interesting company we'll have to talk about here maybe along the way. Sensors, I met with this guy, I was like, \"What? That doesn't exist.\" But Tom Wolf says, \"So many building owners view the roof,\" Jon, \"as a liability as opposed to an asset to be cared for.\"", "timestamp": "00:10:21", "id": "tie-in-010-0067", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=621s" }, { "speaker": "Keith", "start_seconds": 639, "text": "You have a comment on that?", "timestamp": "00:10:39", "id": "tie-in-010-0068", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=639s" }, { "speaker": "John Kiesel", "start_seconds": 642, "text": "Well, it, it absolutely is. I mean, we have, you know, without proper maintenance and without proper attention, it certainly is a liability, and that's where we have to intersect that and be proactive. And I certainly know, uh, Tom's, uh, initiative, and I look forward to talking to him further about that.", "timestamp": "00:10:42", "id": "tie-in-010-0069", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=642s" }, { "speaker": "Keith", "start_seconds": 658, "text": "Absolutely. Hector, Randy, the Banner reported that Greater DC Diaper Bank sued WWDC Industrial Park and property manager Donovan Real Estate Services over unrepaired leaks at a Silver Spring warehouse. The nonprofit says it reported leaks more than a dozen times, lost inventory, shut its baby pantry, and lost more than 600 grand in related donor contributions, seeking $775,000.", "timestamp": "00:10:58", "id": "tie-in-010-0070", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=658s" }, { "speaker": "Keith", "start_seconds": 683, "text": "Randy, Hector, set it up.", "timestamp": "00:11:23", "id": "tie-in-010-0071", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=683s" }, { "speaker": "Randy", "start_seconds": 686, "text": "Greater DC Diaper Bank is suing its Silver Creek warehouse landlord over leaks it says went unrepaired. How many times did they call? The suit says more than a dozen. Then somebody had a calendar problem.", "timestamp": "00:11:26", "id": "tie-in-010-0072", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=686s" }, { "speaker": "Keith", "start_seconds": 697, "text": "They say inventory was damaged, the baby pantry shut down, and donor losses topped $600,000.", "timestamp": "00:11:37", "id": "tie-in-010-0073", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=697s" }, { "speaker": "Randy", "start_seconds": 702, "text": "That stopped being a roof bill fast. This is why I want every service", "timestamp": "00:11:42", "id": "tie-in-010-0074", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=702s" }, { "speaker": "Keith", "start_seconds": 705, "text": "call", "timestamp": "00:11:45", "id": "tie-in-010-0075", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=705s" }, { "speaker": "Randy", "start_seconds": 705, "text": "documented. Every visit, every repair, every recommendation. Especially the ones nobody wants to pay for. Deferred maintenance doesn't stay a maintenance problem forever, become expensive business problems. Eventually somebody else names the price.", "timestamp": "00:11:45", "id": "tie-in-010-0076", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=705s" }, { "speaker": "Keith", "start_seconds": 719, "text": "Jon, this is a deferred maintenance lawsuit. What's this one all about, my friend?", "timestamp": "00:11:59", "id": "tie-in-010-0077", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=719s" }, { "speaker": "John Kiesel", "start_seconds": 723, "text": "Well, I gotta tell you why I chose this story today, because I, I think that diapers inside of a- ... facility is, is as important as a AI data center. I, I'm not even kidding, like, so c- you know, Division 7 Roofing, we partner with the Columbus Diaper Coalition and did a lot of work with them and fundraising and had an event out at our Clippers stadium to help bring diapers to, to the facility to disperse throughout the Columbus community.", "timestamp": "00:12:03", "id": "tie-in-010-0078", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=723s" }, { "speaker": "John Kiesel", "start_seconds": 749, "text": "And-", "timestamp": "00:12:29", "id": "tie-in-010-0079", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=749s" }, { "speaker": "Keith", "start_seconds": 750, "text": "Yeah ...", "timestamp": "00:12:30", "id": "tie-in-010-0080", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=750s" }, { "speaker": "John Kiesel", "start_seconds": 750, "text": "the per- the person that runs this facility is, is about as serious as a heart attack when it comes to her diapers and what these diapers mean. I mean, this, this is more than a product. This is passion and, and, and, and serious intent when it comes to diapers. I- it's a little bit confusing to me when I first saw this and, uh, interacted with them, but I can certainly see if this, if this mindset's across the country, you do not get diapers wet, period.", "timestamp": "00:12:30", "id": "tie-in-010-0081", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=750s" }, { "speaker": "Keith", "start_seconds": 778, "text": "You do not get diapers wet.", "timestamp": "00:12:58", "id": "tie-in-010-0082", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=778s" }, { "speaker": "John Kiesel", "start_seconds": 780, "text": "Not, not, not until they need to.", "timestamp": "00:13:00", "id": "tie-in-010-0083", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=780s" }, { "speaker": "Keith", "start_seconds": 783, "text": "Dropping nu- dropping nuggets from the father himself, Jon Kiesel. We do not let the diapers get wet. You know, it's funny 'cause I'm looking at this, and we know we had an awesome meeting yesterday with, uh, a man that I'm so grateful you did, Tren- uh, Trent Cottony, right?", "timestamp": "00:13:03", "id": "tie-in-010-0084", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=783s" }, { "speaker": "Keith", "start_seconds": 800, "text": "Tren- is it Tren? Yeah, yeah. Yeah. So I'm, I'm thinking here this, so, so Johnny, uh, the, uh, uh, the owner who ignores, the, the owner... 'Cause I've been learning about leaks from you a lot. Yeah. The owner who ignores leak tickets eventually meets Trent, doesn't he?", "timestamp": "00:13:20", "id": "tie-in-010-0085", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=800s" }, { "speaker": "John Kiesel", "start_seconds": 814, "text": "He, yeah.", "timestamp": "00:13:34", "id": "tie-in-010-0086", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=814s" }, { "speaker": "John Kiesel", "start_seconds": 818, "text": "Well, I, I think attorneys are very active in our, in the, in the roofing industry, and, you know, there's a lot of people that play, uh, participating roles in liability when it comes to roofs, and it has to be the roofer in people's minds. But there's a lot of things that go on in, in the middle of that.", "timestamp": "00:13:38", "id": "tie-in-010-0087", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=818s" }, { "speaker": "Keith", "start_seconds": 834, "text": "Yeah, I bet.", "timestamp": "00:13:54", "id": "tie-in-010-0088", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=834s" }, { "speaker": "Keith", "start_seconds": 835, "text": "I bet. All right, let's keep it going here at the Roofer's Desk with Keith and Jon, live on the tie-in every single Thursday at 10 o'clock Eastern Time. We got a rotation. We got Jon, we got Steve, we got Ryan, and, uh, we do it every single Thursday here on the Roofing Authority Network. Bunch of new, fun new channels launching here in the coming weeks we're excited to share with you guys.", "timestamp": "00:13:55", "id": "tie-in-010-0089", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=835s" }, { "speaker": "Keith", "start_seconds": 851, "text": "All right, Randy, Hector, \"Amry's CEO, Jan Jenisek, uh, Jenesh, buys 30,000 shares,\" uh-oh, Johnny, \"for about 1.27 million.\" Why are we talking about this one?", "timestamp": "00:14:11", "id": "tie-in-010-0090", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=851s" }, { "speaker": "Michelle", "start_seconds": 863, "text": "Well-", "timestamp": "00:14:23", "id": "tie-in-010-0091", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=863s" }, { "speaker": "Randy", "start_seconds": 864, "text": "The chairman and CEO of Elevate's parent company just bought 30,000 shares on the open market, about", "timestamp": "00:14:24", "id": "tie-in-010-0092", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=864s" }, { "speaker": "Michelle", "start_seconds": 869, "text": "1.27", "timestamp": "00:14:29", "id": "tie-in-010-0093", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=869s" }, { "speaker": "Randy", "start_seconds": 873, "text": "million. That gets attention? Open market. He bought", "timestamp": "00:14:33", "id": "tie-in-010-0094", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=873s" }, { "speaker": "Michelle", "start_seconds": 873, "text": "them.", "timestamp": "00:14:33", "id": "tie-in-010-0095", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=873s" }, { "speaker": "Michelle", "start_seconds": 874, "text": "I read the Form 4, Randy.", "timestamp": "00:14:34", "id": "tie-in-010-0096", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=874s" }, { "speaker": "Randy", "start_seconds": 875, "text": "Of course you did.", "timestamp": "00:14:35", "id": "tie-in-010-0097", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=875s" }, { "speaker": "Michelle", "start_seconds": 876, "text": "The filing says what happened. It doesn't tell you what happens next.", "timestamp": "00:14:36", "id": "tie-in-010-0098", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=876s" }, { "speaker": "Randy", "start_seconds": 879, "text": "No, but owners notice when the person running the company puts cash in.", "timestamp": "00:14:39", "id": "tie-in-010-0099", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=879s" }, { "speaker": "Michelle", "start_seconds": 883, "text": "You're calling it confidence.", "timestamp": "00:14:43", "id": "tie-in-010-0100", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=883s" }, { "speaker": "Randy", "start_seconds": 884, "text": "I'm calling it skin in the game.", "timestamp": "00:14:44", "id": "tie-in-010-0101", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=884s" }, { "speaker": "Michelle", "start_seconds": 886, "text": "That's better.", "timestamp": "00:14:46", "id": "tie-in-010-0102", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=886s" }, { "speaker": "Randy", "start_seconds": 886, "text": "For contractors, the useful question isn't why he bought.", "timestamp": "00:14:46", "id": "tie-in-010-0103", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=886s" }, { "speaker": "Michelle", "start_seconds": 889, "text": "It's what Elevate does next. Pricing, allocation.", "timestamp": "00:14:49", "id": "tie-in-010-0104", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=889s" }, { "speaker": "Randy", "start_seconds": 892, "text": "Then I get to say signal?", "timestamp": "00:14:52", "id": "tie-in-010-0105", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=892s" }, { "speaker": "Michelle", "start_seconds": 894, "text": "Maybe", "timestamp": "00:14:54", "id": "tie-in-010-0106", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=894s" }, { "speaker": "Keith", "start_seconds": 896, "text": "You had the answer. Why, it's what's important about it, pal?", "timestamp": "00:14:56", "id": "tie-in-010-0107", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=896s" }, { "speaker": "John Kiesel", "start_seconds": 899, "text": "There's a lot of things about this story, and thank you for bringing it to me 'cause I, I had to look into it a little bit, to be honest with you. It's, you know, it sounds a, a little bit exciting when, you know, he, um You know, I guess his wife actually had the, the majority of this purchase, and purchased with Swiss francs.", "timestamp": "00:14:59", "id": "tie-in-010-0108", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=899s" }, { "speaker": "John Kiesel", "start_seconds": 919, "text": "And, you know, you start to feel like some kind of, uh, investigation needs to take place here. But it's certainly above the line, and, and it's all good. But it, it did create a little bit of mystery in my mind. But there's definitely a confidence level-", "timestamp": "00:15:19", "id": "tie-in-010-0109", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=919s" }, { "speaker": "Keith", "start_seconds": 932, "text": "Yeah, just con- yeah ... in", "timestamp": "00:15:32", "id": "tie-in-010-0110", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=932s" }, { "speaker": "John Kiesel", "start_seconds": 934, "text": "these. There's a confidence level, and that's probably, uh, standing behind the AI data center roof installation, and the volume of roofing materials that's gonna take to cover these massive campuses.", "timestamp": "00:15:34", "id": "tie-in-010-0111", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=934s" }, { "speaker": "John Kiesel", "start_seconds": 945, "text": "So, you know, I think as a roofing contractor here that we would share that confidence in the industry as well, and I think that they should do a good job with their investment.", "timestamp": "00:15:45", "id": "tie-in-010-0112", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=945s" }, { "speaker": "Keith", "start_seconds": 955, "text": "Jon, I, I love this story, and I often talk about it, uh, you know, which is we, w- we, we as, we as investors often get caught in the shiny objects, right?", "timestamp": "00:15:55", "id": "tie-in-010-0113", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=955s" }, { "speaker": "Keith", "start_seconds": 963, "text": "And they're not necessarily behind the scenes. What I love about this one is that everybody's paying attention to the big stuff, yet behind the scenes Elevate's like, \"Oh, no, no, we believe in what's happening.\" You're right. That word confidence, right? So when they're buying shares, maybe all of us maybe want to be pay- be paying attention to that as well, because clearly they have knowledge about what's coming in the future.", "timestamp": "00:16:03", "id": "tie-in-010-0114", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=963s" }, { "speaker": "Keith", "start_seconds": 984, "text": "So they're like, \"All right, let's go buy some shares.\" I love you put this one on the table, because, uh, it's the not so obvious, but yet it is obvious, isn't it, Jon?", "timestamp": "00:16:24", "id": "tie-in-010-0115", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=984s" }, { "speaker": "John Kiesel", "start_seconds": 993, "text": "Well, it's obvious now because we're talking about it. Yeah. And I wouldn't have any idea that this took place if we weren't, uh, presented with this information.", "timestamp": "00:16:33", "id": "tie-in-010-0116", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=993s" }, { "speaker": "John Kiesel", "start_seconds": 1001, "text": "It's not in social media world- Yeah,", "timestamp": "00:16:41", "id": "tie-in-010-0117", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1001s" }, { "speaker": "Keith", "start_seconds": 1004, "text": "yeah ... that", "timestamp": "00:16:44", "id": "tie-in-010-0118", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1004s" }, { "speaker": "John Kiesel", "start_seconds": 1004, "text": "I'm aware of. So this is, this is great information, and certainly speculative. You know, nobody knows for sure what's gonna happen. But that confidence level is giving us what we call what? A signal.", "timestamp": "00:16:44", "id": "tie-in-010-0119", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1004s" }, { "speaker": "Keith", "start_seconds": 1015, "text": "Yes. Yes. And the go- and our job as investors and, uh, is to, is to, is to, is to eliminate the signal from the noise.", "timestamp": "00:16:55", "id": "tie-in-010-0120", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1015s" }, { "speaker": "Keith", "start_seconds": 1024, "text": "All right, guys. Hey, today's episode of The Tie-In is presented by Division 7 Roofing. Artificial intelligence may live in software, but the infrastructure behind it lives under commercial roofs. When a building is filled with power, cooling systems, and equipment that cannot tolerate interruption, the roof has to perform at a different standard.", "timestamp": "00:17:04", "id": "tie-in-010-0121", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1024s" }, { "speaker": "Keith", "start_seconds": 1040, "text": "Since 1979, Division 7 has helped commercial and industrial clients protect critical facilities through installation, repair, preventative maintenance, and asset management. Learn more, division7roofing.com. Now let's tie it back to our nugget. Uh, Jonny, on, uh, the most expensive leak on earth, on most buildings, a leak ru- ruins a r- uh, o- on most buildings, a le- a leak ruins a room, unless you have a bunch of diapers in the room, 'cause it wrecks the diapers, too.", "timestamp": "00:17:20", "id": "tie-in-010-0122", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1040s" }, { "speaker": "Keith", "start_seconds": 1069, "text": "But over a data center, it can threaten the entire operation underneath that. When you hear that as a, as a, as a, as a builder, what do you hear when you hear that statement?", "timestamp": "00:17:49", "id": "tie-in-010-0123", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1069s" }, { "speaker": "John Kiesel", "start_seconds": 1083, "text": "Well, there's a different urgency. There's a different- Yeah ... there's a different mindset of, like, you could be sitting in the middle of a lake and, and having a bottle of water and it, and it doesn't cross your mind.", "timestamp": "00:18:03", "id": "tie-in-010-0124", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1083s" }, { "speaker": "John Kiesel", "start_seconds": 1095, "text": "But if you're sitting in the middle of an ocean and you're dehydrated, that bottle of water becomes much more valuable to you, right? So it's, I think it, you know, it's a perspective of value, but at the end of the day We don't price on urgence or emer- Mm ... we don't price on fixing a leak because what it's going to impact.", "timestamp": "00:18:15", "id": "tie-in-010-0125", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1095s" }, { "speaker": "John Kiesel", "start_seconds": 1114, "text": "We fix, we fix and repair roofs. It doesn't matter what's inside the building when it comes to how we pay attention to it. A data center or a diaper, we're showing up and we're gonna fix the leak regardless of what the impact is.", "timestamp": "00:18:34", "id": "tie-in-010-0126", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1114s" }, { "speaker": "Keith", "start_seconds": 1128, "text": "So then when you're talking with data center clients or clients with a different kind of urgency, uh, uptime, you know, so why uptime clients will pay for details, drainage, and monitoring, I'm thinking that's more important to them instead of the lowest first cost.", "timestamp": "00:18:48", "id": "tie-in-010-0127", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1128s" }, { "speaker": "Keith", "start_seconds": 1142, "text": "Is that a fair assumption of mine?", "timestamp": "00:19:02", "id": "tie-in-010-0128", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1142s" }, { "speaker": "John Kiesel", "start_seconds": 1144, "text": "Yeah, and it, I think they're definitely more in tune with the design- Yeah ... and the redundancy of a roof. If you look at a data center, it's not protected by one layer of material. It's protected by a, a vapor barrier. It's protected by a concrete deck. The, the ability for water to, even if the water entered through the roof, it's probably not going to make it all the way down inside the building, and that's due to the redundancy of the way they design these things, and that's the way we design places that just cannot have water enter, enter into them.", "timestamp": "00:19:04", "id": "tie-in-010-0129", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1144s" }, { "speaker": "John Kiesel", "start_seconds": 1176, "text": "So fixing the roof is just the first line of defense.", "timestamp": "00:19:36", "id": "tie-in-010-0130", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1176s" }, { "speaker": "Keith", "start_seconds": 1180, "text": "Fixing the roof is just the first line of defense. We're hanging out with Keith and Jon live here on The Tie-In. Good to see you out there, Ryan Recides. Better Leak Detection Tech out there hanging out with us. Ryan, of course, from Division 7. He hosts the show with myself, uh, every, uh, every Thursday as well with Jon, Keith, and Steve here on The Tie-In.", "timestamp": "00:19:40", "id": "tie-in-010-0131", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1180s" }, { "speaker": "Keith", "start_seconds": 1197, "text": "All right, so today was the audible. We had a wonderful guest lined up, but as you know, life, life, life deal, what's, what's the cliche, Jon? Life deals us, uh, what is it? Uh, deals us-", "timestamp": "00:19:57", "id": "tie-in-010-0132", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1197s" }, { "speaker": "John Kiesel", "start_seconds": 1207, "text": "Lemons and we turn it to lemonade ...", "timestamp": "00:20:07", "id": "tie-in-010-0133", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1207s" }, { "speaker": "Keith", "start_seconds": 1209, "text": "That is it. Yes, that's the cliche this morning. So we're gonna turn the lemons into lemonade this morning, and we're gonna do a little bit of a pivot.", "timestamp": "00:20:09", "id": "tie-in-010-0134", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1209s" }, { "speaker": "Keith", "start_seconds": 1217, "text": "Uh, you know, we had a guest who was, uh, Allison Lavely, who was scheduled to be here today, and unfortunately she wasn't able to make it, and, uh, we're gonna get her upcoming on the show, uh, in a number of weeks. We're gonna switch it up. So Jon, you had a plan, and what do we have in mind this morning, Jon", "timestamp": "00:20:17", "id": "tie-in-010-0135", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1217s" }, { "speaker": "John Kiesel", "start_seconds": 1232, "text": "Kiesel?", "timestamp": "00:20:32", "id": "tie-in-010-0136", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1232s" }, { "speaker": "John Kiesel", "start_seconds": 1232, "text": "It hit me like a thunderbolt, you know, a lightning bolt. Not a thunderbolt. Thunder's the noise. The, the lightning is the, the spark, right? But hit me like a lightning bolt. We need to introduce Keith Bilous to our roofing industry. You're, you're part of these conversations. You do a great job with them. I think that our audience and our industry needs to know a little bit more about Keith today.", "timestamp": "00:20:32", "id": "tie-in-010-0137", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1232s" }, { "speaker": "John Kiesel", "start_seconds": 1251, "text": "So let's dig into Keith.", "timestamp": "00:20:51", "id": "tie-in-010-0138", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1251s" }, { "speaker": "Keith", "start_seconds": 1253, "text": "It's funny 'cause Keith and Jon were talking yesterday. We were at a meeting and, and, uh, uh, you know, Jon asked me to introduce myself, and I introduced myself, and I could see Jon kinda going, \"No, there's more than that.\"", "timestamp": "00:20:53", "id": "tie-in-010-0139", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1253s" }, { "speaker": "John Kiesel", "start_seconds": 1265, "text": "Yeah.", "timestamp": "00:21:05", "id": "tie-in-010-0140", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1265s" }, { "speaker": "Keith", "start_seconds": 1265, "text": "Now, so- So when I saw the Audible, I was like, \"Oh, okay. So I guess we're talking a little bit about me today, Jon Kiesel.\"", "timestamp": "00:21:05", "id": "tie-in-010-0141", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1265s" }, { "speaker": "Keith", "start_seconds": 1277, "text": "All right. What do you got, pal? What do you got for me?", "timestamp": "00:21:17", "id": "tie-in-010-0142", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1277s" }, { "speaker": "John Kiesel", "start_seconds": 1280, "text": "Yeah, buddy. So, you know, you're coming onto the show. You show up, uh, you know, casual, pretty loose, a fun l- fun type of guy, but there's a serious businessman inside of this, uh, approach of just having fun and being able to have great conversations and footloose and fancy free might be the mindset, but you're a serious cat that, that digs into a lot of things, right?", "timestamp": "00:21:20", "id": "tie-in-010-0143", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1280s" }, { "speaker": "John Kiesel", "start_seconds": 1303, "text": "So I want you to tell me a little bit about- Your, your previous business, the ICUC, and what you did there, and the progression of your career, and how you landed in front of this, uh, camera with us today.", "timestamp": "00:21:43", "id": "tie-in-010-0144", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1303s" }, { "speaker": "Keith", "start_seconds": 1314, "text": "Yeah. Thanks, Jon. So I, uh, m- Mike, you know, so I, uh, I, I was in the social media industry back when I was a young man, couple years ago.", "timestamp": "00:21:54", "id": "tie-in-010-0145", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1314s" }, { "speaker": "Keith", "start_seconds": 1323, "text": "Yeah, true story. It was, uh... I, I was in the early days of social media. We're talking early days, Jon, where like early Facebook, early Twitter. YouTube was just about... Like, YouTube was not, was wasn't fully owned by, uh, Google yet. Uh, Facebook wasn't even born yet. Uh, I, I was playing in the message boards. Uh, and one of my big clients, my first big clients, Jon, was Unilever.", "timestamp": "00:22:03", "id": "tie-in-010-0146", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1323s" }, { "speaker": "Keith", "start_seconds": 1345, "text": "And I don't know if you recall this campaign, actually. I don't even know if I've told you this story, but Unilever, back in the early days of the internet, launched a brand-new marketing campaign called Campaign for Real Beauty, and what they were doing is they were celebrating women's beauty i- in a world of, in, in a world of, you know, digital...", "timestamp": "00:22:25", "id": "tie-in-010-0147", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1345s" }, { "speaker": "Keith", "start_seconds": 1381, "text": "It's funny, 'cause the way I'm talking right now, it's like we just do this for, so, so, so nonchalantly. But back in the early days of digital media, it was like, \"Okay. We're gonna take pictures, and gonna put them on the internet, and people are gonna judge them, and trolls are gonna show up,\" and people are like, \"What?\"", "timestamp": "00:23:01", "id": "tie-in-010-0148", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1381s" }, { "speaker": "Keith", "start_seconds": 1396, "text": "So they needed people to manage their communities for Unilever. So my bird, business partner and I put our hand up and said we'd do it. Well, we got the business. So next thing you know, we were managing content and community in like these old-school, Jon, like PHP message boards. I don't know if you were playing there, uh, you know, when I was, but these old-school, like ICQ and message kind of boards.", "timestamp": "00:23:16", "id": "tie-in-010-0149", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1396s" }, { "speaker": "Keith", "start_seconds": 1417, "text": "And what we were doing for Unilever was protecting their brand, was, was enabling, uh, users to engage with the brand, have community, have conversations, share their stories, but the brand was concerned about people putting bad content, putting nude photos, putting inappropriate content. And what we did for them, Jon, was managed all that, removed the content, built community.", "timestamp": "00:23:37", "id": "tie-in-010-0150", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1417s" }, { "speaker": "Keith", "start_seconds": 1440, "text": "And from Unilever, we ended up, you know, uh, so I don't know if you remember this, but I, 'cause maybe, maybe I knew you back then. ABC's Dancing with the Stars, the first few years, Jon, they had text messages running at the bottom of the screen, just like our ticker here. Yeah, yeah. And, and you at home could send a text message to the screen, and it cost you a buck. **[00:23:59(=24:23)] John Keisel:** Yes.", "timestamp": "00:24:00", "id": "tie-in-010-0151", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1440s" }, { "speaker": "Keith", "start_seconds": 1440, "text": "I was the guy sitting at home making sure your message was appropriate to put on TV.", "timestamp": "00:24:00", "id": "tie-in-010-0152", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1440s" }, { "speaker": "John Kiesel", "start_seconds": 1446, "text": "I'd love to hear some about some of those messages- Oh ... you were able to, like- Sure ... delete, delete, delete", "timestamp": "00:24:06", "id": "tie-in-010-0153", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1446s" }, { "speaker": "Keith", "start_seconds": 1452, "text": "Yeah, boy. And the funny thing was too is that we were paid by the messages that came aboard. So we, we renegotiated a deal that the more messages that came, the more money we got paid.", "timestamp": "00:24:12", "id": "tie-in-010-0154", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1452s" }, { "speaker": "Keith", "start_seconds": 1461, "text": "So there, yeah, yeah. So there I am, trying to convince these kids to send text messages to the screen. Kids, I say in quotes, but that was the start, Jon. And then we ended up with a, with a customer in Ireland doing some of the same stuff. We started working with MuchMusic, Coca-Cola, and then some of the world's biggest brands.", "timestamp": "00:24:21", "id": "tie-in-010-0155", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1461s" }, { "speaker": "Keith", "start_seconds": 1480, "text": "Uh, and, and then what we, you know, as we continued growing the company, Jon, we were managing risk. In the early days of the internet where brands wanted to step onto the internet, didn't know what that was all about, didn't know how to do it, and, uh, you know, we, we, we woke up one day, uh, in a very, very, uh, basically creating an industry.", "timestamp": "00:24:40", "id": "tie-in-010-0156", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1480s" }, { "speaker": "Keith", "start_seconds": 1498, "text": "There was ourselves and a couple of other companies in the world that were essentially moderating content, managing community, and, and monitoring conversations in this brand-new world of the internet. So that's, uh, that, that was the birth of, of ICUC. And I'll stop talking 'cause people are, \"So what does ICUC mean?\"", "timestamp": "00:24:58", "id": "tie-in-010-0157", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1498s" }, { "speaker": "Keith", "start_seconds": 1515, "text": "Tennis. Tennis. I- I- C- U-C. Yes, tennis. Exactly, Keith.", "timestamp": "00:25:15", "id": "tie-in-010-0158", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1515s" }, { "speaker": "John Kiesel", "start_seconds": 1524, "text": "I, I, I think he landed on a, on a, on a good word there, and that was managing risk. Yes. And along, and along your way and along your journey with ICUC from, you know, being a person maybe hitting the delete button to-", "timestamp": "00:25:24", "id": "tie-in-010-0159", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1524s" }, { "speaker": "Randy", "start_seconds": 1537, "text": "Yeah ...", "timestamp": "00:25:37", "id": "tie-in-010-0160", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1537s" }, { "speaker": "John Kiesel", "start_seconds": 1538, "text": "managing a massive operation, you know, where do you see the parallels now that you've entered into the roofing industry and you see that we're managing risk?", "timestamp": "00:25:38", "id": "tie-in-010-0161", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1538s" }, { "speaker": "John Kiesel", "start_seconds": 1546, "text": "Yeah. You know, we're, we're dealing with a major amount of risk, but so is bad content and so is your reputation, right, w- in, in that digital footprint. So maybe give us a little bit of a parallel with the roofing industry and managing, uh, reputation.", "timestamp": "00:25:46", "id": "tie-in-010-0162", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1546s" }, { "speaker": "Keith", "start_seconds": 1560, "text": "Uh, yeah, great question, Jon. Thank you. Well, obviously, you know, you were doing this live show.", "timestamp": "00:26:00", "id": "tie-in-010-0163", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1560s" }, { "speaker": "Keith", "start_seconds": 1564, "text": "You know, when I came to you a few months ago, I said, \"Hey, I, I really believe that, you know, live conversations, live content is, is, is another f- part of the, uh, is the future of the internet, a future of, of engagement, a future of community.\" And, uh, and, and one of the, one of the pushbacks I get from people is what about the risk involved?", "timestamp": "00:26:04", "id": "tie-in-010-0164", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1564s" }, { "speaker": "Keith", "start_seconds": 1582, "text": "What about if I say something wrong? What if I, you know, what if, uh, uh, the CEO says something out of tune? And as you and I know, we were talking with a, with a, with a, with a, with a friend yesterday and I said to him, I said, \"I, I think the biggest mistake, Jon, people can make in, in today and over the next number of years is, is actually not saying anything.\"", "timestamp": "00:26:22", "id": "tie-in-010-0165", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1582s" }, { "speaker": "Keith", "start_seconds": 1599, "text": "Because as you and I know, in this world of AI and building content, you could effectively create content and make Keith say anything. And, and then I gotta defend myself, going, \"Well, I didn't say that. I didn't say that. I didn't say that.\" Yet the whole world has a bunch of content of Keith saying something.", "timestamp": "00:26:39", "id": "tie-in-010-0166", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1599s" }, { "speaker": "Keith", "start_seconds": 1614, "text": "So I believe, Jon, today- Creating live conversations actually removes risk because I can prove whether you said something or not. So I think, so that was one of the reasons when you and I started this conversation around roofing, and I, and I said this before, I think the future of the roofing industry is more of a tech industry than it is a blue collar industry.", "timestamp": "00:26:54", "id": "tie-in-010-0167", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1614s" }, { "speaker": "Keith", "start_seconds": 1634, "text": "So you take risk, you take data centers, you take the kind of conversations we're having, and, uh, um, you know, and then creating safe spaces for companies like, you know, that we're working with so that they can come onto our show and tell stories, to tell live stories.", "timestamp": "00:27:14", "id": "tie-in-010-0168", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1634s" }, { "speaker": "John Kiesel", "start_seconds": 1649, "text": "Yes. That's interesting, too. We're kind of taught, uh, that's the safest thing is not to say anything at all.", "timestamp": "00:27:29", "id": "tie-in-010-0169", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1649s" }, { "speaker": "John Kiesel", "start_seconds": 1656, "text": "Yes,", "timestamp": "00:27:36", "id": "tie-in-010-0170", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1656s" }, { "speaker": "Keith", "start_seconds": 1656, "text": "yes. You", "timestamp": "00:27:36", "id": "tie-in-010-0171", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1656s" }, { "speaker": "John Kiesel", "start_seconds": 1657, "text": "know? You know, my grandmother, bless her soul, you know, \"You don't have anything nice to say, don't say it.\" You know, \"Keep, keep your mouth shut as kids. Like, just don't... Be seen and not heard.\" You know,", "timestamp": "00:27:37", "id": "tie-in-010-0172", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1657s" }, { "speaker": "Keith", "start_seconds": 1666, "text": "right? Yeah, yeah,", "timestamp": "00:27:46", "id": "tie-in-010-0173", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1666s" }, { "speaker": "John Kiesel", "start_seconds": 1667, "text": "yeah. And now we're kind of introducing this concept of it's okay to be heard, and it's actually better to be heard because people need to know who you are and be able to have confidence that you wouldn't say s- you wouldn't say the things maybe that somebody nefariously put out there about you or say that you said.", "timestamp": "00:27:47", "id": "tie-in-010-0174", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1667s" }, { "speaker": "John Kiesel", "start_seconds": 1685, "text": "So, you know, building that confidence and relationship, even if it's just through watching and observing and listening, you know, that definitely is a security blanket, yeah?", "timestamp": "00:28:05", "id": "tie-in-010-0175", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1685s" }, { "speaker": "Keith", "start_seconds": 1696, "text": "100%. Well, and you've noticed it yourself because when we started doing this, you know, there was some precursors to, \"Well, what if I say the wrong thing?\"", "timestamp": "00:28:16", "id": "tie-in-010-0176", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1696s" }, { "speaker": "Keith", "start_seconds": 1703, "text": "And I think you've seen the value yourself on, on, on creating presence and creating engagement. Like, look, look, we have Tom show up. We have David show up. Like, people wanna be part of a live conversation. And I believe, Jon, if we can, you know, create guidelines, you know, for somebody like perhaps a Tom or a David to join us and say, \"Okay, we're gonna keep the guidelines here, but keep you live so the audience knows you're real,\" I think there's value in that.", "timestamp": "00:28:23", "id": "tie-in-010-0177", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1703s" }, { "speaker": "Keith", "start_seconds": 1725, "text": "And Jon, you've seen it yourself, have you not?", "timestamp": "00:28:45", "id": "tie-in-010-0178", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1725s" }, { "speaker": "John Kiesel", "start_seconds": 1728, "text": "Oh, I have. And you know, that, that inhibition or that anxiety that I may all of a sudden turn into a reckless runaway train in front of a mic. No, we're judged. We talk all day. Yes. We're judged all day. Maybe there's not the, you know, the, the game film that there is at, with, with doing this, so somebody can rewind and watch, rewind and watch, whatever.", "timestamp": "00:28:48", "id": "tie-in-010-0179", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1728s" }, { "speaker": "John Kiesel", "start_seconds": 1749, "text": "But every day we talk, and we're held accountable to what we say. This is nothing more than that, and you have to be, you know, you have to have a little bit of sense about you not to say any crazy things, but I trust myself enough not to come off the rails on, on, you know, on the camera here today. Most, most, most likely.", "timestamp": "00:29:09", "id": "tie-in-010-0180", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1749s" }, { "speaker": "Keith", "start_seconds": 1769, "text": "I trust myself not to come off the rails just today. Just today, he says.", "timestamp": "00:29:29", "id": "tie-in-010-0181", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1769s" }, { "speaker": "John Kiesel", "start_seconds": 1773, "text": "Yeah, just today. Just- Maybe next week, stay tuned, whatever, I might, I might just go crazy, but, no. It, it, it- Right ... it's a seriously, it's a safer place in which-", "timestamp": "00:29:33", "id": "tie-in-010-0182", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1773s" }, { "speaker": "Keith", "start_seconds": 1783, "text": "It is. It's absolutely a safer place. And I, and I think that people don't, I, I...", "timestamp": "00:29:43", "id": "tie-in-010-0183", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1783s" }, { "speaker": "Keith", "start_seconds": 1787, "text": "My, my, my general statement would be is that I, I think that we're just, we're, we're conditioned to, to accept what's presented to us. And, and, and that, which I think is the double-edged sword to that, because if I present to you a bunch of fake content, uh, you're gonna believe it. That's why I'm, I'm so passionate about having a live conversation to create presence, to create engagement, create reality, and, uh, and again, if, if we create a safe space wi- with people and guidelines, I think that we can, uh, we, we can keep that conversation on track and remove a lot of the risk along the way.", "timestamp": "00:29:47", "id": "tie-in-010-0184", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1787s" }, { "speaker": "John Kiesel", "start_seconds": 1818, "text": "100%. Yeah. Thank you for that.", "timestamp": "00:30:18", "id": "tie-in-010-0185", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1818s" }, { "speaker": "John Kiesel", "start_seconds": 1820, "text": "And, you know, w- and I think, you know, pairing with this live content, there's a unique spin or a unique place that, you know, AI characters are helping and making- Yeah ... the conversations exciting and interesting and providing a, a perspective that we're not able to produce with financial constraints to produce things real.", "timestamp": "00:30:20", "id": "tie-in-010-0186", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1820s" }, { "speaker": "John Kiesel", "start_seconds": 1839, "text": "Um- What is, what, you know, what's your mindset when it comes to the AI characters, and how'd you come up with that concept, and where do you see, where do you think's going from here?", "timestamp": "00:30:39", "id": "tie-in-010-0187", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1839s" }, { "speaker": "Keith", "start_seconds": 1850, "text": "Oh, I love this question because I know that, uh, you know, we, we've got our cast here on the show. We got Michelle, we got Hector, we got Randy, we got Blair.", "timestamp": "00:30:50", "id": "tie-in-010-0188", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1850s" }, { "speaker": "Keith", "start_seconds": 1857, "text": "You know what? For me, Jon, when, as I was v- visualizing this, this new media format that I, that I'd like to think that we created, uh, with this MITL format of blurring real humans with AI characters, I, I, I j- I just, I d- I, I kinda looked to what we were raised with, whether it's cartoons, whether it's mascots, it's, it's...", "timestamp": "00:30:57", "id": "tie-in-010-0189", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1857s" }, { "speaker": "Keith", "start_seconds": 1877, "text": "People want to engage with, with, w- w- with, you know, with, with fun personalities. And, and, and what I think makes a character worth listening to is, is creating the personality, creating the backstory, and bringing them to life. And, uh, I, I, I, I believe that, that companies that, that would, would consider embracing this type of, uh, of marketing or mindset, uh, will see value over time.", "timestamp": "00:31:17", "id": "tie-in-010-0190", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1877s" }, { "speaker": "Keith", "start_seconds": 1902, "text": "Like, I look at our cast, Hector, Randy, Michelle, Blair, like, every single week we spend more time with them. We get to know them. You see the nuances. And, and, and I think, Jon, it actually adds va- it adds value to the human side of the experience, right? It makes you and I more human by leaning into, frankly, I've joked about it all the time with you, the ridiculousness of the world we live in today.", "timestamp": "00:31:42", "id": "tie-in-010-0191", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1902s" }, { "speaker": "Keith", "start_seconds": 1923, "text": "You mean I can make a human? Like, we're making humans, Jon. Like, honest to God.", "timestamp": "00:32:03", "id": "tie-in-010-0192", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1923s" }, { "speaker": "John Kiesel", "start_seconds": 1928, "text": "Well, yeah, I, I mean, it was exciting for me. We first started doing this, and I built the personas of our characters- Yeah ... and turned those over to your team to, you know, put the wrapper on them essentially. But, you know, these are, these are the personas of people that we encounter every day.", "timestamp": "00:32:08", "id": "tie-in-010-0193", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1928s" }, { "speaker": "John Kiesel", "start_seconds": 1944, "text": "It's not unusual to- Yes ... it's not unusual to interact with real people that have these characteristics and mindsets, and they're kind of ingrained into the roles that they participate in. It's just kinda how they're wired and how they're built and, you know, being able to put a wrapper on them and have a safe conversation because they're not real.", "timestamp": "00:32:24", "id": "tie-in-010-0194", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1944s" }, { "speaker": "John Kiesel", "start_seconds": 1966, "text": "You know, you can have a, you can have a conversation with somebody that's not real and not have to worry about offending them. You know? Yes. So it's kinda, it's kind of an interesting way of having humor, taking down some of the concern of how somebody's gonna take that, uh, conversation, or how you're gonna depict that character in, in a way that we're trying to put them together so we can create a story, right?", "timestamp": "00:32:46", "id": "tie-in-010-0195", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1966s" }, { "speaker": "John Kiesel", "start_seconds": 1989, "text": "So, uh, you know, the, the character thing is certainly fascinating, and you've actually been able to take- Digital characters and put them into real environments? Tell me", "timestamp": "00:33:09", "id": "tie-in-010-0196", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1989s" }, { "speaker": "Keith", "start_seconds": 1999, "text": "about it. Yes. Yeah. So a- as you know, we, you know, we're, we're, we are able to take the characters that we create and blend them into these real environments.", "timestamp": "00:33:19", "id": "tie-in-010-0197", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=1999s" }, { "speaker": "Keith", "start_seconds": 2007, "text": "So again, I, I, I don't, I don't necessarily w- you know, think too much about today as I think about... Like, so Jon, the future of media from my point of view as a guy who's spent so much years in it, is that we will be waking up while we're in media. So my, my, you know, with you, with, with what we're doing here with, with the tie-in and the Roofing Authority Network, I do envision a day where you and I are in the same video with Hector and Randy and Blair, and they're like, \"Wait a minute.", "timestamp": "00:33:27", "id": "tie-in-010-0198", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2007s" }, { "speaker": "Keith", "start_seconds": 2052, "text": "What's real and what's not?\" So I, I, I do believe those, those days are coming. But you said something which I want to lean into, which I would think, I think that is really fascinating, is that our ability to use our characters to speak to your audience, right? So we know that the cast is your audience, and I think that's a really unique, uh, uh, opportunity for companies and brands that want to get into this place where you can create these characters to speak to who you are speaking to.", "timestamp": "00:34:12", "id": "tie-in-010-0199", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2052s" }, { "speaker": "Keith", "start_seconds": 2078, "text": "Like one thing, Jon, you said to me when we were making Hector, \"Keith, everybody in the commu- sh- everybody in the industry has a Hector.\"", "timestamp": "00:34:38", "id": "tie-in-010-0200", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2078s" }, { "speaker": "John Kiesel", "start_seconds": 2084, "text": "100% they do.", "timestamp": "00:34:44", "id": "tie-in-010-0201", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2084s" }, { "speaker": "Keith", "start_seconds": 2088, "text": "Right. So now we can create a Hector to speak to the Hectors, right? There's power in that. You couldn't do that before, Jon.", "timestamp": "00:34:48", "id": "tie-in-010-0202", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2088s" }, { "speaker": "John Kiesel", "start_seconds": 2093, "text": "No. And I think the people out there that listen to Hector probably become like Hector's number one fan, right?", "timestamp": "00:34:53", "id": "tie-in-010-0203", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2093s" }, { "speaker": "John Kiesel", "start_seconds": 2099, "text": "Like, \"Go after him, Hector. Yeah, tell him, tell him, tell him the way it is, right on.\" You know what I mean? Like, so you can kind of find a place for people to identify with characters, and I think that's what makes live broadcasts or live sitcoms, you know, popular is you can kind of identify with one of these characters in, on this show in some type of way. **[00:35:00(=39:39)] Keith:** Yeah, 100%. And then, you know, and then I'll go back to the question you asked. I think the other reality was, and I'll just put it on the table, the reality is, is that the economics. You know, for, for us to build a world with real humans and real cast members, it's a very economically different decision. So I, I, I, I decided to build a format with this MITL format, creating humans and, and AI characters to perhaps from my point of view, maybe create the future of what talk show or, or a talk TV show would be, where we could use, uh, you know, uh, uh, characters to supplement the, the real humans.", "timestamp": "00:34:59", "id": "tie-in-010-0204", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2099s" }, { "speaker": "Keith", "start_seconds": 2134, "text": "And of course, we got David Wrzbarski coming in. Jon saying, \"The visuals are a nice touch and help you stand out.\" Hey guys, a quick word from Division 7 Roofing. On a mission critical building and a roof leak is not just a repair, it can become an operational event. That is why the details, the drainage, the documentation, and people responsible for the work matter long after installation date.", "timestamp": "00:35:34", "id": "tie-in-010-0205", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2134s" }, { "speaker": "Keith", "start_seconds": 2153, "text": "Division 7 combines more than 45 years of commercial roofing experience with trained teams, proven systems, and forward-thinking technology across Columbus and Cincinnati. When uptime is the standard, reliability has to be built into every decision. Visit division7roofing.com. All right, Keith and Jon are back", "timestamp": "00:35:53", "id": "tie-in-010-0206", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2153s" }, { "speaker": "Keith", "start_seconds": 2180, "text": "It's Jon hanging out here. Jon's interviewing me this morning, uh, and we're having some fun with this one, Jon Kiesau", "timestamp": "00:36:20", "id": "tie-in-010-0207", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2180s" }, { "speaker": "John Kiesel", "start_seconds": 2186, "text": "Yeah, and I hopefully I'm doing a good job for you,", "timestamp": "00:36:26", "id": "tie-in-010-0208", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2186s" }, { "speaker": "Keith", "start_seconds": 2188, "text": "Keith. You're doing a great job. You", "timestamp": "00:36:28", "id": "tie-in-010-0209", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2188s" }, { "speaker": "John Kiesel", "start_seconds": 2189, "text": "know, you sit over there and you have this ability to kinda navigate the conversations and it's, and this is kind of an exciting- I kinda like it, actually.", "timestamp": "00:36:29", "id": "tie-in-010-0210", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2189s" }, { "speaker": "John Kiesel", "start_seconds": 2196, "text": "I, you know- I kinda like this side of the", "timestamp": "00:36:36", "id": "tie-in-010-0211", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2196s" }, { "speaker": "Keith", "start_seconds": 2199, "text": "equation. At least one of us is. Yeah,", "timestamp": "00:36:39", "id": "tie-in-010-0212", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2199s" }, { "speaker": "John Kiesel", "start_seconds": 2201, "text": "it, it, it's fascinating, 'cause I, I, I'm learning. I'm trying to be the voice of what, hopefully, our viewers are kinda curious about as well and touching on those things. But- Yeah ... you know, with the, with the live show that we're doing today, there's also AI driving a lot of this activity- Yeah **[00:37:00(=36:58)] John Keisel:** behind the scenes, and things are happening, and I'm learning from you about how AI and tech and real world are coming together, and it's really fascinating to me, honestly. And, and I, and I'm kinda learning where the judgment comes into play- Mm-hmm ... from a real human, and I'm not, you know, producing a show like you're doing and producing shows like you produce.", "timestamp": "00:36:41", "id": "tie-in-010-0213", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2201s" }, { "speaker": "John Kiesel", "start_seconds": 2240, "text": "But where does that, you know, human judgment really have to step in and make sure things are happening the way you want 'em to happen? Where, where does that intersect?", "timestamp": "00:37:20", "id": "tie-in-010-0214", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2240s" }, { "speaker": "Keith", "start_seconds": 2247, "text": "Jon, that's a great question. You know, I, I, I was, uh, I knew this one was coming, actually, and I was k- I was kinda wrestling with it because, you know, I think we've done a really good job, you know, automating as many of the tasks as possible, whether it's preparation, production, and, and t- and, and like I said, turning a broadcast into more content.", "timestamp": "00:37:27", "id": "tie-in-010-0215", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2247s" }, { "speaker": "Keith", "start_seconds": 2263, "text": "I still think where the human judgment remains essential, Jon, is that, is that to make sure that me as the human, you as the human, are receiving what, what you want as a human, whether it's entertaining, whether it's informative, whether the details are lined up, right? And I think that that judgment, excuse me, is still, is still essential.", "timestamp": "00:37:43", "id": "tie-in-010-0216", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2263s" }, { "speaker": "Keith", "start_seconds": 2282, "text": "Another example would be, you know, we know that AI could give you tons of news stories, but there's only maybe a few. So guys, behind the scenes of our process here, we curate news stories. We flip them over to Jon, Steve, or Ryan, and they select them for us. That human judgment that you put on the table, I, I, I, I think is still essential, and I, and I reflect back to my ICU C days, Jon.", "timestamp": "00:38:02", "id": "tie-in-010-0217", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2282s" }, { "speaker": "Keith", "start_seconds": 2304, "text": "You know, yeah, we had automation that could automate a bunch of stuff, but we still needed humans for some of those essential decisions. Does that make sense?", "timestamp": "00:38:24", "id": "tie-in-010-0218", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2304s" }, { "speaker": "John Kiesel", "start_seconds": 2313, "text": "Oh, yeah. I mean, the, you know, the, the language, the language in roofing is one of the most complica- complicated things when it comes to standardization bec- 'cause, you know, what is the new way of saying something, uh, inflammatory with slang?", "timestamp": "00:38:33", "id": "tie-in-010-0219", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2313s" }, { "speaker": "John Kiesel", "start_seconds": 2329, "text": "Mm. What do we call, what do we call terms in roofing? Is it pucky? Is it mud? Is it bull? Is it cement? Is it what? You know, like so the slang and the- Oh ... regional wording vernacular, so, you know, sitting in that mon- you know, that moderation seat- How do you keep up with, with people that are just cr- being creative to say the same bad thing?", "timestamp": "00:38:49", "id": "tie-in-010-0220", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2329s" }, { "speaker": "Keith", "start_seconds": 2348, "text": "Yeah. Well, that, again, another great question. It's difficult, and I'll tell you back when we were do- in the moderation days, you were, uh, you know, it's, it, it is a combination of tools, technology, and humans making that, making that final human judgment. Well, even though when we started building our show together here, it was important to you that we had, um, the fact correct, that if we were gonna put some humans on the roof, you know, the AI could make us some great videos, could make us some great imagery, but they weren't understanding that we needed to have, what's it called again?", "timestamp": "00:39:08", "id": "tie-in-010-0221", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2348s" }, { "speaker": "Keith", "start_seconds": 2376, "text": "A, a, a parafet or a parapet? What's the, what's the wall?", "timestamp": "00:39:36", "id": "tie-in-010-0222", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2376s" }, { "speaker": "John Kiesel", "start_seconds": 2381, "text": "A parapet wall.", "timestamp": "00:39:41", "id": "tie-in-010-0223", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2381s" }, { "speaker": "Keith", "start_seconds": 2382, "text": "Yes, a parapet wall. See, I'm learning. Yeah. But, I mean, it was like, okay, so we need to have, we need, we need to make sure the people on the roof are safe, and, and the AI didn't know that. We had, we had to put human judgment. You had to teach me so we could teach it so that we could create imagery that is safe for the industry.", "timestamp": "00:39:42", "id": "tie-in-010-0224", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2382s" }, { "speaker": "John Kiesel", "start_seconds": 2400, "text": "Yeah, I think we call those, the, you know, those steps of engaging with subject matter experts. And for the robotics people and the tech people that are, you know, joining our show, and I, I'm appreciative of that, I, I think that they see the value of bringing in that subject matter expert to verify and be a part of the process to ensure that it's going to work.", "timestamp": "00:40:00", "id": "tie-in-010-0225", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2400s" }, { "speaker": "John Kiesel", "start_seconds": 2422, "text": "Yes. And that it's not delivering something that should work, right?", "timestamp": "00:40:22", "id": "tie-in-010-0226", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2422s" }, { "speaker": "Keith", "start_seconds": 2427, "text": "Yeah, 100%. Yes, yeah. The, the, the proverbial should, right?", "timestamp": "00:40:27", "id": "tie-in-010-0227", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2427s" }, { "speaker": "John Kiesel", "start_seconds": 2431, "text": "Yeah. Most likely look good on paper and those types of things. You get, I was like, \"Oh my gosh, I didn't realize a roofer would do something like this with this tool.\" So, you know, engagement wi- with, with subject matter experts, whether it's AI, video, or a robot, or whatever it is, like, we need to get, we need to get people's opinions that are doing the work, right?", "timestamp": "00:40:31", "id": "tie-in-010-0228", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2431s" }, { "speaker": "John Kiesel", "start_seconds": 2449, "text": "So-", "timestamp": "00:40:49", "id": "tie-in-010-0229", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2449s" }, { "speaker": "Keith", "start_seconds": 2449, "text": "Completely, yeah.", "timestamp": "00:40:49", "id": "tie-in-010-0230", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2449s" }, { "speaker": "John Kiesel", "start_seconds": 2451, "text": "You know, when you talk about AI characters in, you know, in our journey and the different conversations we have- Yeah ... with folks, it's People are imagining the possibilities of the characters and of the ability to put them in a story, and tell stories, and maybe put constraints on the messaging, and, uh, how to build relationships.", "timestamp": "00:40:51", "id": "tie-in-010-0231", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2451s" }, { "speaker": "John Kiesel", "start_seconds": 2475, "text": "I mean, where do you see that going in the, in the future, and how do you think, uh, characters are gonna be used?", "timestamp": "00:41:15", "id": "tie-in-010-0232", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2475s" }, { "speaker": "Keith", "start_seconds": 2480, "text": "Yeah. Great, another great question, Jon. I think- I'm walking", "timestamp": "00:41:20", "id": "tie-in-010-0233", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2480s" }, { "speaker": "John Kiesel", "start_seconds": 2483, "text": "out of the park with the great", "timestamp": "00:41:23", "id": "tie-in-010-0234", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2483s" }, { "speaker": "Keith", "start_seconds": 2484, "text": "questions today ... dude, you are. So are you 100%, and I, and I'm, and I'm responding with the old great question back to", "timestamp": "00:41:24", "id": "tie-in-010-0235", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2484s" }, { "speaker": "John Kiesel", "start_seconds": 2490, "text": "you Yeah, the great-", "timestamp": "00:41:30", "id": "tie-in-010-0236", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2490s" }, { "speaker": "John Kiesel", "start_seconds": 2490, "text": "to Keith ... the great question, the great question guy.", "timestamp": "00:41:30", "id": "tie-in-010-0237", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2490s" }, { "speaker": "Keith", "start_seconds": 2493, "text": "We, we know those people, don't we, Jon Keisel?", "timestamp": "00:41:33", "id": "tie-in-010-0238", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2493s" }, { "speaker": "John Kiesel", "start_seconds": 2496, "text": "We, we do.", "timestamp": "00:41:36", "id": "tie-in-010-0239", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2496s" }, { "speaker": "Keith", "start_seconds": 2501, "text": "We've been reamed them through. So, you know, this is, so I, I love this one because I think what we're both discovering is that, you know, we're working with folks that have complex solutions. And, and what we both are discovering together, Jon Keisel, we're, we're, people remain nameless, but we're both discovering that the characters we're creating, and the characters and the storytelling we are able to create, is giving companies and, uh, uh, uh, uh, that have products and services that might be complex maybe an easier way to tell their story, right?", "timestamp": "00:41:41", "id": "tie-in-010-0240", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2501s" }, { "speaker": "Keith", "start_seconds": 2532, "text": "So, you know, taking, you know, again, you know, you guys see how we use Hector and Randy, and you guys see how we create these commercials, we'll call them. Uh, I, I think people are recognizing that. They're like saying, \"Hey, wait a minute, Keith, Jon. You guys don't gotta spend a, a million dollars and have a bunch of people to create this commercial to tell our story?\"", "timestamp": "00:42:12", "id": "tie-in-010-0241", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2532s" }, { "speaker": "Keith", "start_seconds": 2548, "text": "No. We can create the characters, we can tell the story. So I, I, I think there's a lot of value in that, A. And then I think if you lean into that with a live conversation, uh, it, it gives you another level of engagement. Look, you know, we got David, we got Tom here listening in, tuning in, asking questions.", "timestamp": "00:42:28", "id": "tie-in-010-0242", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2548s" }, { "speaker": "Keith", "start_seconds": 2564, "text": "There's value and power in that. You know, I, I, I got all the love for the folks that do podcasts, but they date quick, right? Where you, we do our show every single Thursday, we can have a conversation live. Our characters can tell stories, the, the audience can engage with them. So I think it's, you know, it, it's, you know, to kind of, you know, you know, answer your question, I think AI characters can not only do a really wonderful job of doing some complex storytelling, but also to, uh, do a, a really wonderful job of, you know, i- i- in the live engagement of a live conversation.", "timestamp": "00:42:44", "id": "tie-in-010-0243", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2564s" }, { "speaker": "John Kiesel", "start_seconds": 2594, "text": "Yeah, the live engagement. When we look at Amazon and, you know, the pushback we may have felt at first. Like, I need to go touch the pants I wanna buy. I need to- Oh,", "timestamp": "00:43:14", "id": "tie-in-010-0244", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2594s" }, { "speaker": "Keith", "start_seconds": 2602, "text": "yeah ...", "timestamp": "00:43:22", "id": "tie-in-010-0245", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2602s" }, { "speaker": "John Kiesel", "start_seconds": 2603, "text": "I need to walk around the shelves and maybe look at the wrapper on the box a little closer, and I'm not buying that Amazon sight unseen from a picture thing.", "timestamp": "00:43:23", "id": "tie-in-010-0246", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2603s" }, { "speaker": "John Kiesel", "start_seconds": 2612, "text": "But I know my driveway is like a freaking Amazon, uh- ... freeway, bro. Like, you know what I mean? That, that, that, that's, that, you know, that, that, that worry's long gone now, but... And I think it might be the same way with the AI characters. Like- For a while, and I, and I understand you want to have things delivered by a real human, you want to have things delivered, but at the end of the day, if you want effective, efficient, consistent messaging and communication that cuts through the chase and you're listening to it the way you want to listen to it, it might actually be better if you think about it.", "timestamp": "00:43:32", "id": "tie-in-010-0247", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2612s" }, { "speaker": "Keith", "start_seconds": 2645, "text": "100%. 100%. And I, I think that, um, you know, we, we both know the robots are coming. You know, they're, they're here, they're coming, they're on their way, and, and part of me when I think about the world of AI and digital and the characters we create, like, you know, a rhetorical question for us, Jon, like is, is like, that's kind of the future, right?", "timestamp": "00:44:05", "id": "tie-in-010-0248", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2645s" }, { "speaker": "Keith", "start_seconds": 2664, "text": "Like inter- engaging with things that aren't human, and I, and I think it's just a sociological, it's a societal thing that we will just have to take time getting used to. Do you agree with that? Like you said, the Amazon example.", "timestamp": "00:44:24", "id": "tie-in-010-0249", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2664s" }, { "speaker": "John Kiesel", "start_seconds": 2677, "text": "Oh, 100%. I was reflecting with Ryan and Steve yesterday. We were eating lunch, and we kind of went then to the AI and the what ifs and-", "timestamp": "00:44:37", "id": "tie-in-010-0250", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2677s" }, { "speaker": "Keith", "start_seconds": 2685, "text": "Yeah", "timestamp": "00:44:45", "id": "tie-in-010-0251", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2685s" }, { "speaker": "John Kiesel", "start_seconds": 2685, "text": "and, you know, kind of exploring some of those thoughts, and it kind of hit me yesterday was my granddaughter is not going to know what it was like to grow up without AI. Whoa.", "timestamp": "00:44:45", "id": "tie-in-010-0252", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2685s" }, { "speaker": "Keith", "start_seconds": 2697, "text": "Isn't that true?", "timestamp": "00:44:57", "id": "tie-in-010-0253", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2697s" }, { "speaker": "John Kiesel", "start_seconds": 2698, "text": "You know, I, you know, my kids didn't know what it was like to grow up without a remote control on a TV. Yeah. Right?", "timestamp": "00:44:58", "id": "tie-in-010-0254", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2698s" }, { "speaker": "John Kiesel", "start_seconds": 2705, "text": "But, like, we're talking about a monumental way of life-changing occurrence that how does that impact our ability to learn? How does that impact our, our society? You know, there's a lot of things that are spinning around us about this. I could probably have a whole nother conversation about it, but I don't think 10 years from now that if this is gonna be even a r- a remote conversation about what's right.", "timestamp": "00:45:05", "id": "tie-in-010-0255", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2705s" }, { "speaker": "Keith", "start_seconds": 2729, "text": "Yeah. I, I, I agree with you. I absolutely agree with you. It, it is a fascinating time and, you know, we, uh, uh, you know, again, w- what, what, what fascinates me when we talk about data centers, and we're gonna get into that in a few moments here, is that it's just the tip of the iceberg, right? I know there's a lot of controversy with all that, but, uh, it is the tip of the iceberg with what's to come in the future.", "timestamp": "00:45:29", "id": "tie-in-010-0256", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2729s" }, { "speaker": "Keith", "start_seconds": 2748, "text": "Hey, guys, when we talk about, uh, AI, the data centers, the heat has to go somewhere. AI computing makes extraordinary heat. The envelope is part of how that heat gets managed, whether anyone designed it that way or not. Hey, Jon, if the machines keep getting hotter, is waterproofing still the roof's only job?", "timestamp": "00:45:48", "id": "tie-in-010-0257", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2748s" }, { "speaker": "John Kiesel", "start_seconds": 2770, "text": "Well, I, I, I, I, y- why am I stuttering all of a sudden? I turned into a hyena there for a second. Sorry about", "timestamp": "00:46:10", "id": "tie-in-010-0258", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2770s" }, { "speaker": "Keith", "start_seconds": 2776, "text": "that. Hey, I saw hyenas. They're actually pretty fascinating characters.", "timestamp": "00:46:16", "id": "tie-in-010-0259", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2776s" }, { "speaker": "John Kiesel", "start_seconds": 2780, "text": "Oh, I bet. I, you know, my daughter- Yes ... my, my daughter was at the zoo and they walked around and saw these c- cool, cool animals.", "timestamp": "00:46:20", "id": "tie-in-010-0260", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2780s" }, { "speaker": "John Kiesel", "start_seconds": 2786, "text": "They took a bunch of pictures and I don't know if there's hyenas at the zoo or not, I don't remember, but they are interesting. So I won't do the hyen- hyen- hyena- ... imitation anymore. But yeah, I, I don't think that the roof's job is to deal with the heat. That's the air conditioner's jobs.", "timestamp": "00:46:26", "id": "tie-in-010-0261", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2786s" }, { "speaker": "Keith", "start_seconds": 2802, "text": "Yeah.", "timestamp": "00:46:42", "id": "tie-in-010-0262", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2802s" }, { "speaker": "John Kiesel", "start_seconds": 2802, "text": "Uh, you know, so, you know, the air conditioning, and I'm sure there's redundancy in this, in this setup to cool these machines.", "timestamp": "00:46:42", "id": "tie-in-010-0263", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2802s" }, { "speaker": "John Kiesel", "start_seconds": 2809, "text": "If that fails and heat builds up and pressures and condensation build up, there's a, there's a layer on that assembly that's a vapor barrier built to deal with keeping that humidity, moisture and heat to impact the roof. So the design of these buildings literally is redundant and going to avoid anything like that occurring.", "timestamp": "00:46:49", "id": "tie-in-010-0264", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2809s" }, { "speaker": "John Kiesel", "start_seconds": 2832, "text": "Uh, otherwise there would be a major, major problem.", "timestamp": "00:47:12", "id": "tie-in-010-0265", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2832s" }, { "speaker": "Keith", "start_seconds": 2835, "text": "Yeah, I can o- I can only imagine the major, major problems that would happen along the way. Hey, Keith and Jon, live on the tie-in every single Thursday. Uh, you got, uh, Keith, Jon, Steve, Ryan, uh, kicking off the conversations, reimagining the roofing industry.", "timestamp": "00:47:15", "id": "tie-in-010-0266", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2835s" }, { "speaker": "Keith", "start_seconds": 2849, "text": "We got a fun segment coming up next, and that segment coming up next is celebrating somebody you have introduced me to, uh, but I'm not gonna go any further with it. Johnny, who are we putting on the line today above... Who are we putting above the line today?", "timestamp": "00:47:29", "id": "tie-in-010-0267", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2849s" }, { "speaker": "John Kiesel", "start_seconds": 2863, "text": "I think we're gonna have a surprise here, Keith, and I'm not gonna say a word.", "timestamp": "00:47:43", "id": "tie-in-010-0268", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2863s" }, { "speaker": "John Kiesel", "start_seconds": 2867, "text": "We're just gonna roll it and let everybody have a little bit of a, like I said, a surprise. Let's see it.", "timestamp": "00:47:47", "id": "tie-in-010-0269", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2867s" }, { "speaker": "Keith", "start_seconds": 2875, "text": "There you go. Let's", "timestamp": "00:47:55", "id": "tie-in-010-0270", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2875s" }, { "speaker": "Michelle", "start_seconds": 2876, "text": "do it. At 17, he boarded the first airplane of his life alone, leaving India for a country he had never seen. His name is Dhaval. Today, he's an associate professor at Clemson working on some of roofing's hardest problems.", "timestamp": "00:47:56", "id": "tie-in-010-0271", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2876s" }, { "speaker": "Michelle", "start_seconds": 2889, "text": "That first flight tells you something. Courage got him here, but faith, grace and curiosity are what kept shaping the man after he landed. Ask Dhaval what good work looks like, and he doesn't start with awards. He says it should be useful, thoughtful, built around people. For him, that means taking complicated problems and making them clearer.", "timestamp": "00:48:09", "id": "tie-in-010-0272", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2889s" }, { "speaker": "Michelle", "start_seconds": 2907, "text": "Workforce, sustainability, the kind of problems this industry has to solve. In 2018, he helped start the Roofing Alliance and Clemson Partnership. One step, then another, then another, and those steps kept adding up. More education, more connection between the industry and the next generation. Work designed to keep moving forward.", "timestamp": "00:48:27", "id": "tie-in-010-0273", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2907s" }, { "speaker": "Michelle", "start_seconds": 2925, "text": "But the part that tells you who Dhaval really is is much smaller. Someone needs help, he makes time even when he's busy. He doesn't call any of this a legacy. He just wants the work to keep going for generations. That's Dhaval above the line", "timestamp": "00:48:45", "id": "tie-in-010-0274", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2925s" }, { "speaker": "Keith", "start_seconds": 2940, "text": "All right, Duvall, we're celebrating you today. Jon, you know what I like about this one is that you asked me a question before we went to this, and you said, \"Hey, we're talking about AI characters.\"", "timestamp": "00:49:00", "id": "tie-in-010-0275", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2940s" }, { "speaker": "Keith", "start_seconds": 2947, "text": "And I remember when you asked me earlier this week, but okay, so we're gonna celebrate this person. Will our character say the name right? Sure enough- Yes, they did ... they said it right.", "timestamp": "00:49:07", "id": "tie-in-010-0276", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2947s" }, { "speaker": "John Kiesel", "start_seconds": 2957, "text": "Yeah. It has a hard time with, uh, Brian, but it can say Duvall, right?", "timestamp": "00:49:17", "id": "tie-in-010-0277", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2957s" }, { "speaker": "Keith", "start_seconds": 2963, "text": "Right. Yeah, I know. It's, that's pretty fascinating, actually.", "timestamp": "00:49:23", "id": "tie-in-010-0278", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2963s" }, { "speaker": "Keith", "start_seconds": 2967, "text": "Uh, good job you guys introducing, uh, Duvall. Jon, why are we celebrating Duvall here today?", "timestamp": "00:49:27", "id": "tie-in-010-0279", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2967s" }, { "speaker": "John Kiesel", "start_seconds": 2972, "text": "I'm gonna just, I'm gonna say primarily he's a fantastic human. Yeah. I mean, just a fantastic person, and every time I met him it's been a very comforting experience, and a person with that kind of intelligence and awareness to situations, and just presents himself as a humble learning person and embracing what we do as an industry.", "timestamp": "00:49:32", "id": "tie-in-010-0280", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2972s" }, { "speaker": "John Kiesel", "start_seconds": 2997, "text": "It, it, it's just, it's just a d- he's just a delightful guy.", "timestamp": "00:49:57", "id": "tie-in-010-0281", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=2997s" }, { "speaker": "Keith", "start_seconds": 3001, "text": "You know, I, I was, I've been, I've been grateful to meet Duvall a couple times now. And Jon, I was struck by his kindness. Yeah. Like, ki- ki- kindness is a really important attribute to mine, to me as, in somebody. His kindness right away jumped right out at me, Jon.", "timestamp": "00:50:01", "id": "tie-in-010-0282", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3001s" }, { "speaker": "John Kiesel", "start_seconds": 3015, "text": "Yes, kindness and integrity, and open and, you know, just wants to take in more than he wants to talk, you know? He listens intently. I mean, and it's just a great, uh, conversation when you have, when you get that opportunity to talk to Dr. Duvall, Dr. D. Uh, he, he, he's a great guy with a tremendous amount of awareness and knowledge, and he really appreciates the opportunity he has to work with our industry to make great things happen, and that commitment resonates anywhere he goes.", "timestamp": "00:50:15", "id": "tie-in-010-0283", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3015s" }, { "speaker": "Keith", "start_seconds": 3049, "text": "Yeah, and we're, we're, uh, we're quietly working with Duvall behind the scenes, you guys, so hopefully we're gonna have some content and conversations and more from Dr. Duvall. Dr. Duvall, we're celebrating you here today. Doing great work in the commercial roofing industry. Hey, Jon, the roof becomes infrastructure.", "timestamp": "00:50:49", "id": "tie-in-010-0284", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3049s" }, { "speaker": "Keith", "start_seconds": 3065, "text": "You know, to my, in my mind, the roof is infrastructure, and it's an important part of the critical infrastructure. But when does a roof stop being a cover and start being part of the equipment? I thought that's kind of an interesting play on words there, right? Because, you know, as the outsider guy coming in, it's like, \"Oh, yeah, it's a cover.", "timestamp": "00:51:05", "id": "tie-in-010-0285", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3065s" }, { "speaker": "Keith", "start_seconds": 3083, "text": "It's done.\" But yeah, no, no, it's part of the equipment. Constantly maintained, constantly serviced. We gotta take care of this thing, right? So, uh, when does that roof stop being a cover and start being part of the equipment?", "timestamp": "00:51:23", "id": "tie-in-010-0286", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3083s" }, { "speaker": "John Kiesel", "start_seconds": 3096, "text": "Y- this has been a, you know, this has been something that's been in the works for the last 20-plus years.", "timestamp": "00:51:36", "id": "tie-in-010-0287", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3096s" }, { "speaker": "John Kiesel", "start_seconds": 3103, "text": "I remember going to a manufacturer facility and they were trying to embed solar photo cells into the material itself- Yeah ... a- to act as a, you know, a solar array system. You know, but there's complications with that. So, you know, really two systems working together and not, uh, counteracting the productivity of one system to the other, you know, tr- attracting heat and light to a solar panel isn't necessarily the greatest thing to attract to the roof surface, right?", "timestamp": "00:51:43", "id": "tie-in-010-0288", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3103s" }, { "speaker": "John Kiesel", "start_seconds": 3135, "text": "So having the technology, the in- intended design to work without hurting the other system. That, that's, that's what we're looking at today.", "timestamp": "00:52:15", "id": "tie-in-010-0289", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3135s" }, { "speaker": "Keith", "start_seconds": 3146, "text": "Are you surprised, Jon, that we're still having this conversation 20 years later?", "timestamp": "00:52:26", "id": "tie-in-010-0290", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3146s" }, { "speaker": "John Kiesel", "start_seconds": 3151, "text": "You know, I, I, I think that I am. If I were to look back at the confidence that was being portrayed about the viability and how this is going to work and the confidence, and then the application takes place and- un- unintended consequences start- Mm", "timestamp": "00:52:31", "id": "tie-in-010-0291", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3151s" }, { "speaker": "John Kiesel", "start_seconds": 3168, "text": "to take place and it's, you know, w- w- that's, I guess that's part of the inventing, creating, uh, processes to test and, and see where it goes, like I'm sure our robotics fri- friends are out there doing today. It's- Yeah ... this is gonna work, and you put it out there and like, eh, eh, back to the drawing board we go with this one.", "timestamp": "00:52:48", "id": "tie-in-010-0292", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3168s" }, { "speaker": "John Kiesel", "start_seconds": 3186, "text": "So, you know, this is where we're at with this rooftop collaboration when it comes to equipment and weatherproofing.", "timestamp": "00:53:06", "id": "tie-in-010-0293", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3186s" }, { "speaker": "Keith", "start_seconds": 3194, "text": "Hey, Jon, and pl- playing some tennis with you here. Are you surprised that after s- after so long, 20, 30, you've been in the industry for, for a long time, that sensors aren't more part a- are, are, are, th- th- that there aren't more sensors that are part of the solutions?", "timestamp": "00:53:14", "id": "tie-in-010-0294", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3194s" }, { "speaker": "Keith", "start_seconds": 3212, "text": "Because my... And, and maybe, maybe they are, but I'm just not understanding it. But from what I'm learning, it seems like there's still a lot of manual analog things. Like, are you surprised that there aren't more sensors between equipment talking to each other in 2026? Does that surprise you today, Jon?", "timestamp": "00:53:32", "id": "tie-in-010-0295", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3212s" }, { "speaker": "John Kiesel", "start_seconds": 3228, "text": "Yeah, it actually does.", "timestamp": "00:53:48", "id": "tie-in-010-0296", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3228s" }, { "speaker": "John Kiesel", "start_seconds": 3229, "text": "I mean, it surprised me that, I believe it was Polaroid had developed digital 35 millimeter film long before they released it,", "timestamp": "00:53:49", "id": "tie-in-010-0297", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3229s" }, { "speaker": "Keith", "start_seconds": 3241, "text": "because guess what? They were selling the Polaroid.", "timestamp": "00:54:01", "id": "tie-in-010-0298", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3241s" }, { "speaker": "Randy", "start_seconds": 3243, "text": "Ah.", "timestamp": "00:54:03", "id": "tie-in-010-0299", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3243s" }, { "speaker": "Keith", "start_seconds": 3245, "text": "So they... So I, I, I think there's a lot of, you know, there's things", "timestamp": "00:54:05", "id": "tie-in-010-0300", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3245s" }, { "speaker": "John Kiesel", "start_seconds": 3249, "text": "done, and there's things that maybe we don't wanna know. Uh, maybe we don't wanna push a, a solution quite yet.", "timestamp": "00:54:09", "id": "tie-in-010-0301", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3249s" }, { "speaker": "John Kiesel", "start_seconds": 3256, "text": "There's tons of things that go on today. A solution could be applied to solving a problem, but maybe we just don't wanna know sometimes until we're ready to deal with that level of awareness.", "timestamp": "00:54:16", "id": "tie-in-010-0302", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3256s" }, { "speaker": "Keith", "start_seconds": 3267, "text": "Well, it's interesting because we know, we know we got, uh, one of our, one of our awesome, uh, uh, guests in the community here tuning into the show that has a sensor, that when I learned about it, and now you did, I was like, \"Oh, why has that sensor not been around for a while?\"", "timestamp": "00:54:27", "id": "tie-in-010-0303", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3267s" }, { "speaker": "Keith", "start_seconds": 3278, "text": "Eh, that, that's what struck me is that, you know, it would seem that smart, you know, if we're talking solar, we're talking cooling equipment, we're talking heating equipment, I've been learning from you all these things that go into top a building, it would make sense if they all talk to each other", "timestamp": "00:54:38", "id": "tie-in-010-0304", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3278s" }, { "speaker": "John Kiesel", "start_seconds": 3292, "text": "Oh, 1,000%.", "timestamp": "00:54:52", "id": "tie-in-010-0305", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3292s" }, { "speaker": "John Kiesel", "start_seconds": 3294, "text": "And I, and I do think that, you know, the technology of batteries, the technology of, uh, how it can communicate without becoming so expensive to have implemented where it becomes cost prohibitive. So I, I think with the way things are, uh, developing and the technology and how big of an area can be monitored versus, you know, reduced area.", "timestamp": "00:54:54", "id": "tie-in-010-0306", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3294s" }, { "speaker": "John Kiesel", "start_seconds": 3320, "text": "So I think the technology is approaching a point where it can become actually affordable and not cost prohibitive.", "timestamp": "00:55:20", "id": "tie-in-010-0307", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3320s" }, { "speaker": "Randy", "start_seconds": 3327, "text": "Yeah.", "timestamp": "00:55:27", "id": "tie-in-010-0308", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3327s" }, { "speaker": "Keith", "start_seconds": 3328, "text": "Hey, I'm Keith. That's John over there. This episode is brought to you by Division Seven Roofing. The roof over a data center is becoming more than waterproofing. It is becoming a platform for cooling equipment, solar, sensors, communication systems, and constant service traffic.", "timestamp": "00:55:28", "id": "tie-in-010-0309", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3328s" }, { "speaker": "Keith", "start_seconds": 3343, "text": "Every penetration and every future repair adds another point that is to be documented and managed. Division Seven helps building owners stay ahead through preventative maintenance, inspections, reporting, asset management, and response repair. Protect the roof record and the operation beneath it.", "timestamp": "00:55:43", "id": "tie-in-010-0310", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3343s" }, { "speaker": "Keith", "start_seconds": 3360, "text": "DivisionSevenRoofing.com", "timestamp": "00:56:00", "id": "tie-in-010-0311", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3360s" }, { "speaker": "Michelle", "start_seconds": 3362, "text": "Artificial intelligence doesn't live in a cloud. It lives in data centers under roofs like these.", "timestamp": "00:56:02", "id": "tie-in-010-0312", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3362s" }, { "speaker": "Randy", "start_seconds": 3367, "text": "And every one of them can leak. A big roof doesn't scare me. A data center where one bad leak can interrupt the whole operation does. Different standard.", "timestamp": "00:56:07", "id": "tie-in-010-0313", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3367s" }, { "speaker": "Michelle", "start_seconds": 3374, "text": "The roof isn't working alone anymore.", "timestamp": "00:56:14", "id": "tie-in-010-0314", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3374s" }, { "speaker": "Michelle", "start_seconds": 3376, "text": "Cooling, power, sensors, service access, every decision touches another system.", "timestamp": "00:56:16", "id": "tie-in-010-0315", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3376s" }, { "speaker": "Keith", "start_seconds": 3381, "text": "Which means nobody works alone.", "timestamp": "00:56:21", "id": "tie-in-010-0316", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3381s" }, { "speaker": "Randy", "start_seconds": 3382, "text": "The opportunity's huge, so is the filter. If you can't document the work, coordinate it, and service it, you're not ready.", "timestamp": "00:56:22", "id": "tie-in-010-0317", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3382s" }, { "speaker": "Keith", "start_seconds": 3388, "text": "Now you're hurting feelings.", "timestamp": "00:56:28", "id": "tie-in-010-0318", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3388s" }, { "speaker": "Michelle", "start_seconds": 3389, "text": "So maybe the question isn't how much data center work is coming.", "timestamp": "00:56:29", "id": "tie-in-010-0319", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3389s" }, { "speaker": "Randy", "start_seconds": 3392, "text": "It's who can actually earn it. That's a shorter list", "timestamp": "00:56:32", "id": "tie-in-010-0320", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3392s" }, { "speaker": "Keith", "start_seconds": 3399, "text": "Data centers are our big topic today on the tie in. Here's a big one for you, and here's maybe a controversial one that I'd love your POV on. Does the roofing contractor belong in the data center design conversation earlier than contractors are typically invited to today?", "timestamp": "00:56:39", "id": "tie-in-010-0321", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3399s" }, { "speaker": "John Kiesel", "start_seconds": 3416, "text": "Our voice gets heard at, at the beginning, in the middle, or at the end.", "timestamp": "00:56:56", "id": "tie-in-010-0322", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3416s" }, { "speaker": "John Kiesel", "start_seconds": 3420, "text": "It just depends on where you wanna put that conversation. Uh, unfortunately a lot of times these design conversations happen after the job's already been priced. Mm-hmm. And that, and that's what we call change order. And that's... And, and it's funny, man, I, I was up at, uh, I was up at Erie, you know, maybe a couple years ago, and there was this big massive boat floating on the water, and on the back of it said, \"Change order.\"", "timestamp": "00:57:00", "id": "tie-in-010-0323", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3420s" }, { "speaker": "John Kiesel", "start_seconds": 3448, "text": "Uh, it's okay. I mean, if you wanna leave us out, you know, at the beginning, I mean, it's just gonna be costly, you know, somewhere along the way. Because you can't think through every single detail- ... and plan everything out perfe- perfectly. But having that conversation earlier, having those partnerships and trust, you know, is something where I think that a lot of design breaks down, and it comes down to the traditional way of getting a bidding scenario and inviting everybody to it, instead of forming a partnership and trust and we collaborate at the beginning, we do the thing, and it, and it turns out perfect.", "timestamp": "00:57:28", "id": "tie-in-010-0324", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3448s" }, { "speaker": "Keith", "start_seconds": 3488, "text": "So a- are you saying to me, Jon Kiesel, that, hmm, change order is the secret word in the commercial roofing industries for, \"Oh, you're gonna give us some more profit?\"", "timestamp": "00:58:08", "id": "tie-in-010-0325", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3488s" }, { "speaker": "John Kiesel", "start_seconds": 3503, "text": "Well, y- you know, I mean, that's, that's not, that's not how, how we roll. I mean, we're- ... we're very upfront, and sometimes too upfront with-", "timestamp": "00:58:23", "id": "tie-in-010-0326", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3503s" }, { "speaker": "Keith", "start_seconds": 3511, "text": "Yeah", "timestamp": "00:58:31", "id": "tie-in-010-0327", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3511s" }, { "speaker": "John Kiesel", "start_seconds": 3511, "text": "foreseeing issues. And sometimes our audience doesn't wanna hear about all the problems. They just wanna hear about the price, how it's gonna go smooth, I'm not worried. And they would kind of rather defer that conversation down the road, so you have to be very careful with overloading customers with too much, too much all at once.", "timestamp": "00:58:31", "id": "tie-in-010-0328", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3511s" }, { "speaker": "John Kiesel", "start_seconds": 3531, "text": "So, uh, you know, it definitely is a buying habit that I think that some people have learned a valuable lesson on.", "timestamp": "00:58:51", "id": "tie-in-010-0329", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3531s" }, { "speaker": "Keith", "start_seconds": 3538, "text": "So let's go there, because you've been in the, again, you've been in the industry for a while. Are you seeing folks make different decisions today than they did 20, 30 years ago? And what I mean by that is the deferral of the decision.", "timestamp": "00:58:58", "id": "tie-in-010-0330", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3538s" }, { "speaker": "Keith", "start_seconds": 3550, "text": "Which is you sit back saying, \"I'm the expert. This is what's gonna happen, this is what's gonna happen, this is what's gonna happen, unless we make these changes now instead of a change order in the future.\" Are you seeing people, I, I don't wanna say ignore, but maybe just kind of say to themselves, \"We'll deal with that later\"?", "timestamp": "00:59:10", "id": "tie-in-010-0331", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3550s" }, { "speaker": "Keith", "start_seconds": 3566, "text": "Are you seeing more, more of that today, Jon, than yesterday?", "timestamp": "00:59:26", "id": "tie-in-010-0332", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3566s" }, { "speaker": "John Kiesel", "start_seconds": 3569, "text": "Uh, I, I'm gonna, I'm gonna go with, uh, Tally said a million percent.", "timestamp": "00:59:29", "id": "tie-in-010-0333", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3569s" }, { "speaker": "Keith", "start_seconds": 3574, "text": "Really?", "timestamp": "00:59:34", "id": "tie-in-010-0334", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3574s" }, { "speaker": "John Kiesel", "start_seconds": 3575, "text": "Yes. I mean, we're- We're moving, we're moving fast. Uh, George, George Rees, our founder- Yeah ... is, you know, 1979. I mean, I think somewhere in his office is what he would call his, uh, dog and pony show bag, where he would actually take out this briefcase, you know, go up, set it on a desk and pull out pieces, parts, and materials and show owners about the pros and cons.", "timestamp": "00:59:35", "id": "tie-in-010-0335", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3575s" }, { "speaker": "John Kiesel", "start_seconds": 3602, "text": "If I started to pull things out of a pony show bag- ... I'd get laughed out of a room. You know what I mean?", "timestamp": "01:00:02", "id": "tie-in-010-0336", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3602s" }, { "speaker": "Keith", "start_seconds": 3609, "text": "Yes. Like, nobody wants to, nobody wants to talk about this stuff. It's just like, \"Put the roof on.\" And which is so important why we're- Interesting ... so one of the reasons why we're doing this is building trust, building authority.", "timestamp": "01:00:09", "id": "tie-in-010-0337", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3609s" }, { "speaker": "John Kiesel", "start_seconds": 3620, "text": "When you're gonna pull that trigger quick, why is Division 7 different than another company? I'm not gonna say competitor, but another company that installs roofing is Hopefully, you know, by seeing us and, and seeing us, uh, participate like this, that there's another level of confidence where you can make that quick decision based on something you saw, thought, and heard.", "timestamp": "01:00:20", "id": "tie-in-010-0338", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3620s" }, { "speaker": "Keith", "start_seconds": 3644, "text": "Oh, I like that. I like that a lot because what you're actually offering to me as a buyer is you're giving me a window of doubt in a positive way. Because what you were saying to me is that, you know, that person over there is gonna say it's gonna cost you this, and they're gonna kind of throw in a blind eye.", "timestamp": "01:00:44", "id": "tie-in-010-0339", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3644s" }, { "speaker": "Keith", "start_seconds": 3657, "text": "You're saying, \"True, but here's some of the truths you might wanna consider.\" Right. Oh. Oh, oh. So if you want to change orders, ignore me and go listen to that person. If you really want some trust, um, here's some stuff that we just might wanna talk to you about. It's fascinating, Johnny. Yeah. Hey, so here's something for you.", "timestamp": "01:00:57", "id": "tie-in-010-0340", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3657s" }, { "speaker": "Keith", "start_seconds": 3675, "text": "Can... 'Cause you guy- you are so... You guys have built an incredible service department, and I know you've led that conversation. Can a contractor today serve this burgeoning, uh, AI data, data center market without building a dedicated, like, mission critical or service team, do you think, Jon Kiesel?", "timestamp": "01:01:15", "id": "tie-in-010-0341", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3675s" }, { "speaker": "John Kiesel", "start_seconds": 3693, "text": "I think that that would be relatively impossible.", "timestamp": "01:01:33", "id": "tie-in-010-0342", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3693s" }, { "speaker": "Keith", "start_seconds": 3697, "text": "Yeah.", "timestamp": "01:01:37", "id": "tie-in-010-0343", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3697s" }, { "speaker": "John Kiesel", "start_seconds": 3697, "text": "You know, the, the amount of response, communication, documentation, um, guaranteeing, all the pro- even to get an invoice quickly to him. A service department is a service system. We don't fix this leak. That's, that's Yeah.", "timestamp": "01:01:37", "id": "tie-in-010-0344", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3697s" }, { "speaker": "Keith", "start_seconds": 3724, "text": "So then, then let's go here then. If a roofing company wanted to become credible in this market over the next three to five years, I'm gonna, I, I'll answer the question for you then. My assumption would be you'd say the advice, the nugget for that owner would be start building a service department today.", "timestamp": "01:02:04", "id": "tie-in-010-0345", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3724s" }, { "speaker": "John Kiesel", "start_seconds": 3741, "text": "Yeah, and I would, I would just spin, uh, the verbiage because it's kind of important. A department is m- more than one person.", "timestamp": "01:02:21", "id": "tie-in-010-0346", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3741s" }, { "speaker": "Keith", "start_seconds": 3751, "text": "Yes.", "timestamp": "01:02:31", "id": "tie-in-010-0347", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3751s" }, { "speaker": "John Kiesel", "start_seconds": 3752, "text": "A service system has multiple people wearing singular hats producing highly efficient, uh, participation in the process.", "timestamp": "01:02:32", "id": "tie-in-010-0348", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3752s" }, { "speaker": "Keith", "start_seconds": 3764, "text": "Well, and you used the key word there, system. Yes. Right. So we both know when systems are in place, you can replace people, and good businesses have systems.", "timestamp": "01:02:44", "id": "tie-in-010-0349", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3764s" }, { "speaker": "Keith", "start_seconds": 3772, "text": "So, you know, if Joe is sick, or if Steve can't make it, or Sally's unable to, the system creates the repeatable work.", "timestamp": "01:02:52", "id": "tie-in-010-0350", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3772s" }, { "speaker": "John Kiesel", "start_seconds": 3780, "text": "Yeah, and, and, you know, if you, if you ask somebody, it's like, \"Why do you wanna have a s- service department sitting inside the system?\" And it's like, \"Well, because I can make more money doing it.\"", "timestamp": "01:03:00", "id": "tie-in-010-0351", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3780s" }, { "speaker": "John Kiesel", "start_seconds": 3789, "text": "Yeah. \"I can make more money doing service department work.\" Well, that you're already gonna fail because the answer isn't- Yes ... that, it's, \"I wanna service my clients. I wanna provide a resource that's better than anybody else possibly can dream of,\" and that's the mission. The mission isn't because I can make more profit", "timestamp": "01:03:09", "id": "tie-in-010-0352", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3789s" }, { "speaker": "Keith", "start_seconds": 3811, "text": "So you said mission.", "timestamp": "01:03:31", "id": "tie-in-010-0353", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3811s" }, { "speaker": "Keith", "start_seconds": 3814, "text": "Here's a ball for you", "timestamp": "01:03:34", "id": "tie-in-010-0354", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3814s" }, { "speaker": "John Kiesel", "start_seconds": 3815, "text": "Yeah.", "timestamp": "01:03:35", "id": "tie-in-010-0355", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3815s" }, { "speaker": "Keith", "start_seconds": 3816, "text": "What will a mission critical client will fire a contractor for?", "timestamp": "01:03:36", "id": "tie-in-010-0356", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3816s" }, { "speaker": "John Kiesel", "start_seconds": 3822, "text": "Generally speaking, you know, the clients that we serve, they're understanding. Mm-hmm. They know. The tier one clients, the people that are professionals and manage buildings, they understand situations, and sometimes the situation is out of control.", "timestamp": "01:03:42", "id": "tie-in-010-0357", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3822s" }, { "speaker": "John Kiesel", "start_seconds": 3842, "text": "Um, most of the time... Well, we used to get fired because we couldn't solve leaks on roofs that should've been replaced 20 years ago. Now, they're fired before we even go out there, because I'm not going to go through that game of, \"I wanted you to fix my roof, and it should've been replaced 20 years ago, and you guys did a bad job.\"", "timestamp": "01:04:02", "id": "tie-in-010-0358", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3842s" }, { "speaker": "John Kiesel", "start_seconds": 3862, "text": "So now it's like, \"Your roof should've been replaced 20 years ago, and unfortunately we're not going to go out there and try to fix it for you because you're gonna call in and complain. No thank you.\"", "timestamp": "01:04:22", "id": "tie-in-010-0359", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3862s" }, { "speaker": "Keith", "start_seconds": 3872, "text": "Yeah, yeah, yeah. Yeah, exactly. Keith and Jon live here on The Tie-In every single Thursday at 10 o'clock Eastern Time on the Roofing Authority Network, where we are reimagining the conversation in the roofing industry.", "timestamp": "01:04:32", "id": "tie-in-010-0360", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3872s" }, { "speaker": "Keith", "start_seconds": 3884, "text": "Our last question for Jon on The Tie-In, I'm throwing this tennis ball to him. This is a big one. This is a controversial one. This is where we want his opinion.", "timestamp": "01:04:44", "id": "tie-in-010-0361", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3884s" }, { "speaker": "John Kiesel", "start_seconds": 3890, "text": "Oh.", "timestamp": "01:04:50", "id": "tie-in-010-0362", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3890s" }, { "speaker": "Keith", "start_seconds": 3892, "text": "Does the data, does the AI data center boom become one of commercial roofing industry's largest opportunities, or do you think the work's gonna concentrate amongst a small number of highly qualified firms?", "timestamp": "01:04:52", "id": "tie-in-010-0363", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3892s" }, { "speaker": "John Kiesel", "start_seconds": 3909, "text": "I'm gonna be the good question guy here on this one, Keith. That's a great question. I, I, I don't think that the story's written. Uh- Yeah ... you know, looking to the crystal ball of things and the things that you hear, I've never heard, \"Man, I put a roof on a data center. What a great experience. I mean, it was just beautiful.", "timestamp": "01:05:09", "id": "tie-in-010-0364", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3909s" }, { "speaker": "John Kiesel", "start_seconds": 3930, "text": "Everything went as planned.\" Like, that's not said. It's very, very, um, complex, uh, you know, very fast, a lot of pressure, a lot of ex- ex- expectations, demands, and sometimes push, push, push a contractor to sometimes some unfamiliar territory when it comes to that type of pressure. Um-", "timestamp": "01:05:30", "id": "tie-in-010-0365", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3930s" }, { "speaker": "Keith", "start_seconds": 3954, "text": "Jon, do you have, do, do you have concerns about, about, uh, like, w- you know, as the president of Division 7 Roofing, very involved in the industry, very active in the industry, as you observe it, do you have concerns about how the, the, the, the, the data centers are being constructed, not being constructed?", "timestamp": "01:05:54", "id": "tie-in-010-0366", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3954s" }, { "speaker": "Keith", "start_seconds": 3970, "text": "Anything you'd like to share today?", "timestamp": "01:06:10", "id": "tie-in-010-0367", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3970s" }, { "speaker": "John Kiesel", "start_seconds": 3973, "text": "Yeah, I, I'm sure that everything is designed and s- watched over with extreme scrutiny. You know, with something this massive, and we said it earlier, that liability, where does, where does a perceived large opportunity become maybe a massive liability at that scale? You know, imagine a material formulation problem that took place and roof starts to degrade quicker than what anti- what was anticipated, which has happened, uh, m- in major scale in our industry over the past 20 years with some formulation changes of chemicals and compounds.", "timestamp": "01:06:13", "id": "tie-in-010-0368", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=3973s" }, { "speaker": "John Kiesel", "start_seconds": 4015, "text": "So, you know, I, I think that there's, uh, managing that risk.", "timestamp": "01:06:55", "id": "tie-in-010-0369", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4015s" }, { "speaker": "Keith", "start_seconds": 4020, "text": "You know, I wanna think out loud with you here for a moment, 'cause you know how we like to do that when we work in together off the show. Thinking out loud with you here right now, I'm, I'm asking this question in, in my brain. Has there been... And you'd know, 'cause you've been in this industry forever.", "timestamp": "01:07:00", "id": "tie-in-010-0370", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4020s" }, { "speaker": "Keith", "start_seconds": 4034, "text": "Joking with you. Have, uh, has there been another time in the last 100 years where there has been such a preponderance of, we need to build a bunch of big buildings really fast that do all these really crazy things, not just a, a simple building? Like, can you think of it where, you know, there's this big push to build these massive buildings that need to be somewhat specialized?", "timestamp": "01:07:14", "id": "tie-in-010-0371", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4034s" }, { "speaker": "John Kiesel", "start_seconds": 4060, "text": "No, and it, it hasn't been 100 years, Keith. It's been 40 for me. Just, we just put, we could just put a tack on that, 40.", "timestamp": "01:07:40", "id": "tie-in-010-0372", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4060s" }, { "speaker": "Keith", "start_seconds": 4069, "text": "Oh. Oh, I thought you were older.", "timestamp": "01:07:49", "id": "tie-in-010-0373", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4069s" }, { "speaker": "John Kiesel", "start_seconds": 4072, "text": "No. Yeah, I thought I was, I thought I was too. Um, in, in roofer years it is probably about 100.", "timestamp": "01:07:52", "id": "tie-in-010-0374", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4072s" }, { "speaker": "Keith", "start_seconds": 4078, "text": "Yes, your body would say it's 100 years. Yeah. But in all s- but in all seriousness, there hasn't been has there, Jon?", "timestamp": "01:07:58", "id": "tie-in-010-0375", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4078s" }, { "speaker": "John Kiesel", "start_seconds": 4084, "text": "No, and it, you know, it's, it's, you know, again, we use these words fascinating, you know. We have land here in the United States and- Yeah ... the sprawling single stories and that's not the way things are constructed in less dense... They're vertical. You know?", "timestamp": "01:08:04", "id": "tie-in-010-0376", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4084s" }, { "speaker": "Keith", "start_seconds": 4101, "text": "Oh, I never thought about that, that you just said. Yes.", "timestamp": "01:08:21", "id": "tie-in-010-0377", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4101s" }, { "speaker": "John Kiesel", "start_seconds": 4104, "text": "Yes. Amazon warehouses in other areas of the world are, like, 10 story buildings. You know, here they're one massive two story type of structure that, uh, spans a lot of footprint. But, you know, no, the answer is no, there hasn't been, to my knowledge, a boom of big buildings. And the technology, the design, the engineering that's going into spanning and building and constructing the way we're doing today with our approaches and, uh, discoveries is definitely, uh, part of the, you know, I, I guess it's the The opportunity pushes the in- invention, um-", "timestamp": "01:08:24", "id": "tie-in-010-0378", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4104s" }, { "speaker": "Keith", "start_seconds": 4145, "text": "Yeah, yeah", "timestamp": "01:09:05", "id": "tie-in-010-0379", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4145s" }, { "speaker": "John Kiesel", "start_seconds": 4146, "text": "necessarily, right? So now we have this, we have a reason to build these massive buildings, we have the technology to put it together, so let's go. But I don't, I, I, whether it's world wars or other major- Well, yeah.", "timestamp": "01:09:06", "id": "tie-in-010-0380", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4146s" }, { "speaker": "Keith", "start_seconds": 4157, "text": "Yes ...", "timestamp": "01:09:17", "id": "tie-in-010-0381", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4157s" }, { "speaker": "John Kiesel", "start_seconds": 4158, "text": "other major things that have impacted our history, uh, from getting this type of momentum, uh, I don't think so.", "timestamp": "01:09:18", "id": "tie-in-010-0382", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4158s" }, { "speaker": "Keith", "start_seconds": 4166, "text": "And, and that's why I think, you know, and, you know, not, not getting all political or nothing on this show, but that, that's why I think this is so fascinating because of all the implications of what this means, right? Like you just said, right? You know, maybe it wasn't the last world war until we had to big build factories and buildings and we went through the Industrial Revolution, and now we're going through a new revolution and we need, and we need these big buildings for it.", "timestamp": "01:09:26", "id": "tie-in-010-0383", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4166s" }, { "speaker": "Keith", "start_seconds": 4186, "text": "And I love how you opened our conversation on this show here today because none of us are thinking about it. What about 30 years from now when, when this, when, when, when this cycle happens again? Okay, we got a bunch of building, buildings that need new roofs or new, or, or downsizing 'cause all the computers got smaller.", "timestamp": "01:09:46", "id": "tie-in-010-0384", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4186s" }, { "speaker": "Keith", "start_seconds": 4203, "text": "Uh, this is a story that is just starting, Jon Kiesel.", "timestamp": "01:10:03", "id": "tie-in-010-0385", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4203s" }, { "speaker": "John Kiesel", "start_seconds": 4207, "text": "Yeah, you just made me get curious about something, and you're a smart guy, and maybe, uh- Yeah ... you could tell me. Ice Age, Stone Age, Industrial- Yeah ... Age. Are we in the AI Age? Have we been labeled that yet?", "timestamp": "01:10:07", "id": "tie-in-010-0386", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4207s" }, { "speaker": "Keith", "start_seconds": 4218, "text": "I believe we are. Yeah, I be- I believe that is the, you know, the technology revolution.", "timestamp": "01:10:18", "id": "tie-in-010-0387", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4218s" }, { "speaker": "Keith", "start_seconds": 4222, "text": "I believe that is a- that is absolutely it, right? And if you think about it, you know, again, not, again, not to get all goofy with us, but the last time the world changed is when somebody said, \"Hey, I got the nuclear bomb.\" Okay, okay, now we're gonna line up with the fact that I got this power. Well, are we gonna wake up one day with one state saying, \"We have this power,\" and then the world re- realigns around that?", "timestamp": "01:10:22", "id": "tie-in-010-0388", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4222s" }, { "speaker": "Keith", "start_seconds": 4240, "text": "I don't know, but it's certainly fascinating, isn't it? It is. It absolutely is. All right, Keith and Jon, live on the tie, and we're- while we love to look forward to the future, I love the future, nothing sets up the future like the past. The history of roofing up next.", "timestamp": "01:10:40", "id": "tie-in-010-0389", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4240s" }, { "speaker": "Keith", "start_seconds": 4256, "text": "All right, Keith and Jon, live on the time. We're going back to 1905, back when Jon was born. This, this illustrated mailing envelope promoted Thomas Manufacturing Company, boldly declaring, Jon Kiesel, \"We are specialists in protective paints and roofing.\" Could you imagine that was your marketing copy today?", "timestamp": "01:10:56", "id": "tie-in-010-0390", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4256s" }, { "speaker": "John Kiesel", "start_seconds": 4285, "text": "No. I, I, I don't know what, I don't know what their, uh, defensible argument is to, to prove that, but, you know, maybe we weren't quite as scrutinizing as we are today.", "timestamp": "01:11:25", "id": "tie-in-010-0391", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4285s" }, { "speaker": "Keith", "start_seconds": 4297, "text": "What's funny about this, this single illustration that they have for their marketing copy tells a complete story. Rolled roofing material staged and installed in sequence, workers positioned across the slope bridge and wall transitions, ladders, roofing presented as a system, not scattered tasks, which I found fascinating because they're like, \"No, no, this is not accidental artwork.", "timestamp": "01:11:37", "id": "tie-in-010-0392", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4297s" }, { "speaker": "Keith", "start_seconds": 4319, "text": "This is education through illustration.\" Uh, yeah, there's my little lift there. Education through illustration. But Jon, even 100 years ago, you, you, you started with AI characters in marketing. Jon, 100 years ago, they were kind of doing the same thing.", "timestamp": "01:11:59", "id": "tie-in-010-0393", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4319s" }, { "speaker": "John Kiesel", "start_seconds": 4334, "text": "We're all, we're, we're, we're, we're, uh, rooted in storytelling.", "timestamp": "01:12:14", "id": "tie-in-010-0394", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4334s" }, { "speaker": "John Kiesel", "start_seconds": 4337, "text": "I mean, that is what we are as humans. That's what we do every single day, and it, and that goes into how we tell the stories of our solutions and the things we build and how we think that people should perceive that opportunity to, to engage with our product, and it's storytelling, period.", "timestamp": "01:12:17", "id": "tie-in-010-0395", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4337s" }, { "speaker": "Keith", "start_seconds": 4355, "text": "It is. It is storytelling, yes, and this story also reinforces something timeless.", "timestamp": "01:12:35", "id": "tie-in-010-0396", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4355s" }, { "speaker": "Keith", "start_seconds": 4358, "text": "Specialization isn't new. No, it's been part of the trade for well over a century, but the history reminder is this: the tools change, but the responsibility doesn't", "timestamp": "01:12:38", "id": "tie-in-010-0397", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4358s" }, { "speaker": "Keith", "start_seconds": 4377, "text": "All right, so I gotta have some fun with my friend Jon here. So we had to call the audible right before the show, and I don't know, and I haven't had a chance to talk to him yet. So I don't know if Jon was nervous about the audible, and oh my, oh my goodness, we gotta make some changes, and, and we're gonna change the interview up.", "timestamp": "01:12:57", "id": "tie-in-010-0398", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4377s" }, { "speaker": "Keith", "start_seconds": 4391, "text": "But Jon, we had a lot of fun here today, my friend.", "timestamp": "01:13:11", "id": "tie-in-010-0399", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4391s" }, { "speaker": "John Kiesel", "start_seconds": 4394, "text": "I really enjoyed it. I, I, I like having conversations with you a- and exploring into this fascinating journey that you've been on. So when, when that unfortunate event happened and kind of quickly triaging, kind of we get somebody else, we fill it in, da, da, da.", "timestamp": "01:13:14", "id": "tie-in-010-0400", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4394s" }, { "speaker": "John Kiesel", "start_seconds": 4412, "text": "And then, you know, uh, Jimmy's talking about, \"Oh, well maybe we can ask some more AI questions.\" Like, eh, I'm kinda, I'm kinda- Yeah ... done talking about AI buildings. Let's talk about something more fa- let's talk", "timestamp": "01:13:32", "id": "tie-in-010-0401", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4412s" }, { "speaker": "Keith", "start_seconds": 4423, "text": "about Keith. Here he is. And then Kiesel's like, \"We'll talk about this guy.\" Oh, okay. Hey guys, put those graphics back on the sc- screen for Keith and Jon, 'cause Jon was asking me, \"Let's, let's look at them.\"", "timestamp": "01:13:43", "id": "tie-in-010-0402", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4423s" }, { "speaker": "Keith", "start_seconds": 4432, "text": "Uh, so Jon, look at the team. Put- they put you and I in this, in, in this, in this situation with the characters. And then I wanna... Because this is what we're doing, guys, and this is where I was really, you know, when I, when I... I'll throw the ball back to Jon. When I met with Jon, and Jon's like, \"Man, this is some really cool forward-thinking stuff.\"", "timestamp": "01:13:52", "id": "tie-in-010-0403", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4432s" }, { "speaker": "Keith", "start_seconds": 4445, "text": "You know, David Rubarsky and Tom, they got some really neat stuff. But you can see Jon and Keith with Michelle, with Blair, with, with Randy, with Hector. And where we both believe this goes is that this only becomes more real, right? And I think that's where I am excited about, and I know you are as well, is that, you know, we're, we're early with this.", "timestamp": "01:14:05", "id": "tie-in-010-0404", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4445s" }, { "speaker": "Keith", "start_seconds": 4465, "text": "And, and, and we can create, you know, hopefully by us being a pioneer, it welcomes other people into this new way of storytelling, Jon Kiesel.", "timestamp": "01:14:25", "id": "tie-in-010-0405", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4465s" }, { "speaker": "John Kiesel", "start_seconds": 4473, "text": "It will. It is.", "timestamp": "01:14:33", "id": "tie-in-010-0406", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4473s" }, { "speaker": "Keith", "start_seconds": 4475, "text": "Yeah.", "timestamp": "01:14:35", "id": "tie-in-010-0407", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4475s" }, { "speaker": "John Kiesel", "start_seconds": 4476, "text": "And the, I mean, I, I started out, I think it was about six, seven years, six, seven years ago, talking about drones and how we can utilize drones. And I thought for sure everybody's like, \"Yes, we need drones.", "timestamp": "01:14:36", "id": "tie-in-010-0408", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4476s" }, { "speaker": "John Kiesel", "start_seconds": 4489, "text": "Please give me a drone. Please give me the technology to survey roofs.\" And unfortunately, most people said, \"Nah, I'd rather just do it the old-fashioned way.\" I'm like, \"", "timestamp": "01:14:49", "id": "tie-in-010-0409", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4489s" }, { "speaker": "Keith", "start_seconds": 4499, "text": "Okay.\"", "timestamp": "01:14:59", "id": "tie-in-010-0410", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4499s" }, { "speaker": "John Kiesel", "start_seconds": 4499, "text": "Here we are, here we are now, and everybody's flying a drone, like just can't get enough drone imagery and pictures and all these things.", "timestamp": "01:14:59", "id": "tie-in-010-0411", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4499s" }, { "speaker": "John Kiesel", "start_seconds": 4506, "text": "And I think that'll, that'll happen with this character telling and how this goes from... One of our biggest objectors in the, in this world is the trolls with- ... oh, AI tr- AI whatever, AI trash, AI this, how much water do you use to make this AI? Whatever that is.", "timestamp": "01:15:06", "id": "tie-in-010-0412", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4506s" }, { "speaker": "Keith", "start_seconds": 4525, "text": "Yeah.", "timestamp": "01:15:25", "id": "tie-in-010-0413", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4525s" }, { "speaker": "John Kiesel", "start_seconds": 4526, "text": "Um, but- If you don't really have a strong political issue or technology issue, it, it's, it's a great solution", "timestamp": "01:15:26", "id": "tie-in-010-0414", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4526s" }, { "speaker": "Keith", "start_seconds": 4537, "text": "Jon, they're tools.", "timestamp": "01:15:37", "id": "tie-in-010-0415", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4537s" }, { "speaker": "Keith", "start_seconds": 4538, "text": "And h- and here's where, you know, I, I know we're, we're wrapping up here, and here's where I get even just frustrated with humans sometimes, that they're tools. They're tools. They're no different when, you know, you and I moved from, uh, the abacus to the pencil. Actually, I know you're still on the abacus, but I'm on the calculator.", "timestamp": "01:15:38", "id": "tie-in-010-0416", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4538s" }, { "speaker": "Keith", "start_seconds": 4551, "text": "Right. But yeah, so we moved from the abacus to the c- pencil. So", "timestamp": "01:15:51", "id": "tie-in-010-0417", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4551s" }, { "speaker": "Randy", "start_seconds": 4555, "text": "yeah,", "timestamp": "01:15:55", "id": "tie-in-010-0418", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4555s" }, { "speaker": "Keith", "start_seconds": 4556, "text": "th- yeah, they're tools, and as long as we're using the tools effectively, I think it moves the industry and moves all of us as humanity forward. Guys, we're wrapping up. That is the end of episode 10. Next Thursday, we're gonna be joined by Steve Reece.", "timestamp": "01:15:56", "id": "tie-in-010-0419", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4556s" }, { "speaker": "Keith", "start_seconds": 4569, "text": "Thanks to the entire team at Division 7. Thanks to Melissa, Carter, Jimmy, Archie, the entire gang for pulling this whole episode together, Grace as well. Uh, Jon, closing comments from you, my friend, as we wrap up today, and we'll say some thanks to Tom and David in the comments as well, as well as Ryan. Any closing words from you, brother?", "timestamp": "01:16:09", "id": "tie-in-010-0420", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4569s" }, { "speaker": "John Kiesel", "start_seconds": 4587, "text": "I, I do actually have a closing word. I now recall in grade school, we actually had abacuses out on the, on the desk, brother. Did you?", "timestamp": "01:16:27", "id": "tie-in-010-0421", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4587s" }, { "speaker": "Keith", "start_seconds": 4599, "text": "Dude, no. You... So we are, we are breaking aging news here on the show. Whoa. Jon actually used an abacus. Yeah. So,", "timestamp": "01:16:39", "id": "tie-in-010-0422", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4599s" }, { "speaker": "Michelle", "start_seconds": 4613, "text": "Jon, dude- We did.", "timestamp": "01:16:53", "id": "tie-in-010-0423", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4613s" }, { "speaker": "John Kiesel", "start_seconds": 4613, "text": "Uh-huh. I mean, I mean, it wa- I think it was just a history lesson.", "timestamp": "01:16:53", "id": "tie-in-010-0424", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4613s" }, { "speaker": "John Kiesel", "start_seconds": 4616, "text": "It wasn't practical.", "timestamp": "01:16:56", "id": "tie-in-010-0425", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4616s" }, { "speaker": "Keith", "start_seconds": 4618, "text": "Oh, I love it. I love it. I love it. No, we were count- Yeah. Johnny, we were counting marbles, and, and, and yeah, I was learning how to count marbles. Hey, guys, if you guys wanna join us live on the platform, reach out to Jon. Jon will get you on here, or Steve or Ryan or anybody at the, at the Division 7 team, or come knock on my door.", "timestamp": "01:16:58", "id": "tie-in-010-0426", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4618s" }, { "speaker": "Keith", "start_seconds": 4635, "text": "You'll find me over on LinkedIn. You can stream our show live 10:00 Eastern Time right now every single Thursday and of course, of course, of course on demand at theroofingauthority.network. Uh, team, I'm giving the final word to Jon. Jon's walking us out of here. He's loaded with nuggets here today. Johnny, walk us out of here, my friend.", "timestamp": "01:17:15", "id": "tie-in-010-0427", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4635s" }, { "speaker": "John Kiesel", "start_seconds": 4654, "text": "Thank you, team. Thank you, team, putting this together, re- you know, responding, reacting, and bringing this together so super quick. You're all awesome behind the scenes, and I appreciate every single one of you, and the people at Division 7 and the people out there listening. Thank you to", "timestamp": "01:17:34", "id": "tie-in-010-0428", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4654s" }, { "speaker": "John Kiesel", "start_seconds": 4690, "text": "everybody.", "timestamp": "01:18:10", "id": "tie-in-010-0429", "source_url": "https://www.youtube.com/watch?v=iOs4oUZCpbo&t=4690s" } ] }