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You mentioned industrial automation as a main growth driver. Maybe we can start by discussing what that means and why it's significant. To bring it up another level, what made you excited to work with Arduino?

You've managed to solve the talent shortage problem by involving universities and schools. If you ask any college student, most likely their fourth-year project is on Arduino or Raspberry Pi. Almost everyone prototypes with that and starts with that, making it much easier. I think the major growth opportunity is that traditional companies like Rockwell and Siemens will definitely have their lunch eaten over time.

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You mentioned industrial automation as a main growth driver. Maybe we can start by discussing what that means and why it's significant. To bring it up another level, what made you excited to work with Arduino?

Right now, the volume is not at a level where they're creating battle plans or there's a war room inside Siemens. However, it's coming, especially in low-cost regions like LATAM and Asia. It's already happening. These products are displacing others. My buddy at the DOD already told me that they are not going to invest in Rockwell and Siemens because of the high costs. It's just ridiculous, especially with budgets drying up. So, it becomes a great place. I still think there's a way for both to coexist. But the small and medium automation workloads, the long tail of that, is where Arduino and others will find a lot of value.

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IDE?

Yes, the integrated development environment. You have code editors like VS Code and others. The Arduino IDE is by far the de facto standard for embedded electronics development. Everyone uses the IDE, not just Arduino, but also Arduino's competitors, friends, families, and foes. It has been like that for a while, and the IDE is evolving, I can tell you that.

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