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Speaker 1: Alzo Media.

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Speaker 2: Hello and welcome to Better Offline. I'm your host ed

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Speaker 2: ze Tron. We're back in the normal verse after nineteen

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Speaker 2: hours of CS coverage. As ever by the merchandise in

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Speaker 2: the links in the show notes and subscribed to my

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Speaker 2: freaking premium newsletter. Got a banger of a beast coming

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Speaker 2: out Friday. But today we're talking once again to the

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Speaker 2: incredible Steve Burke of Gamers. Next as how you doing Steve.

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Speaker 3: I'm doing well.

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Speaker 2: How about you doing all?

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Speaker 3: Right?

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Speaker 2: After post CS and just feeling like I was drowning

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Speaker 2: in nothing is the best way to put out?

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Speaker 3: Yeah, I mean it was definitely. The keynotes were a

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Speaker 3: lot of air.

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Speaker 2: Yes, yeah, I mean we can start within video, I

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Speaker 2: think because I watched that one in person, and the

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Speaker 2: funniest thing was we get there and they're like, there's

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Speaker 2: you have to do. This is like a massive line

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Speaker 2: rounded around the corner, and then there was a different

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Speaker 2: line where everyone lined up, only to find out that

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Speaker 2: that was actually the line for the viewing party, and

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Speaker 2: then they let us in and it was standing room only.

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Speaker 2: Then someone came around and said, actually there were seats,

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Speaker 2: and then the actual presentation felt like they just stapled

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Speaker 2: together a few GtC speeches and then gave up, Yeah,

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Speaker 2: like go.

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Speaker 3: Then video one was like, uh, that one I was

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Speaker 3: watching with someone on the team, and I want to

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Speaker 3: say the whole thing was maybe like ninety two or

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Speaker 3: ninety three minutes. And then they had the lead in

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Speaker 3: as well, and it was you know, the frustrating thing

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Speaker 3: for me was they had actual news. So on the

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Speaker 3: consumer side they had some news the Lusus four point

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Speaker 3: five or some other stuff, didn't really get to mention

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Speaker 3: that all the keynote. And then even on the enterprise side,

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Speaker 3: it was like they bury the vera Ruben stuff an

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Speaker 3: hour deep and they had published this huge article that

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Speaker 3: was actually pretty interesting on their website about the architecture,

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Speaker 3: and none of it made it in.

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Speaker 2: What was was a lot of the vera Uben stuff

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Speaker 2: wasn't new though, Like they announced the six so called

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Speaker 2: new chips that went into it. That was all announced,

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Speaker 2: like every single one, and they didn't even talk about

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Speaker 2: the interesting part, which was they really buried the fact that, yeah,

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Speaker 2: the actual the next stage of this whatever this is

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Speaker 2: to make it faster and whatever, isn't just the power

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Speaker 2: of the GPU, but the surrounding hardware, the networking, the

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Speaker 2: RAM and so on and so forth, and storage, which

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Speaker 2: is actually kind of interesting to me. None of that shit, no.

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Speaker 3: No, no, Yeah, and Intel did a similar thing where

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Speaker 3: Intel re announced Panther Lake. They had a little more

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Speaker 3: detail this time, just I guess like Nvidio had a

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Speaker 3: little more detail, you know, on Viera Ruben. But ultimately

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Speaker 3: it's a thing that was announced months ago and it

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Speaker 3: was just I don't know. The whole show is kind

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Speaker 3: of weird. I think easily the worst cees that I've

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Speaker 3: ever personally witnessed. Uh and uh yeah it was. It's

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Speaker 3: just there's the strangest thing to me was when AMD

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Speaker 3: pulled the White House up on stage.

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Speaker 2: Actually I missed AMD. Tell me what happened in that

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Speaker 2: when we can go back to in video in a minute.

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Speaker 2: I missed AMD just because the concussion. I sustained watching

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Speaker 2: Jensen talk. But what happened with AMD? What did they do? Yeah?

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Speaker 3: I think if you watched another keynote after that, he yeah,

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Speaker 3: I went in the hospital. So yeah, it was AMD.

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Speaker 1: Was they?

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Speaker 3: So they have a new CPU. They have a ninety

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Speaker 3: eight fifty x MED which is a refresh and a

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Speaker 3: little bit faster clock. It's like four hundred megger hearts

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Speaker 3: or something. Did not mention it a single time they

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Speaker 3: talked about their helios racks, so they're kind of er rubin,

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Speaker 3: you know, equivalent discussion.

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Speaker 2: Yeah, so AIGPU ranks.

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Speaker 3: Yeah. And then the part that was strange and different

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Speaker 3: from even in videos was when they pulled up I

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Speaker 3: think his name is Michael Krasios. He's a technology policy

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Speaker 3: like head advisor for the White House. They pulled him

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Speaker 3: up on stage and had this clearly rehearsed, scripted conversation.

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Speaker 3: And this is the guy who is leading sort of

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Speaker 3: the the federal government charge on stripping down states rights

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Speaker 3: for data center and AI regulation, and even on stage

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Speaker 3: he was talking about how they've been getting rid of

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Speaker 3: these obstructions to AI and data center development, and it's

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Speaker 3: just I don't know. I was like, I don't know

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Speaker 3: what the fuck I'm watching because it's like it's CES,

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Speaker 3: which is put on by the Consumer Technology Association and

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Speaker 3: they have a consumer product. They didn't mention it, and

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Speaker 3: now we're having a White House government policy meeting on

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Speaker 3: AI on stage in front of an audience. You know,

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Speaker 3: It's like, what am I watching?

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Speaker 2: Yeah? And on top of that didn't Greg Brockmann from

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Speaker 2: Open Aye show up. Yeah, that fucking guy AI for

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Speaker 2: everyone everywhere, everything at once.

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Speaker 3: I guess yeah, he he he he, I don't. I

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Speaker 3: don't know, man, he like told some stories I questioned

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Speaker 3: the veracity of about how AI has saved the lives

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Speaker 3: of people and oh blah blah blah. And then they

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Speaker 3: talked about a child management optimization what what he had

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Speaker 3: a He had a line about everyone, you know, raise

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Speaker 3: your hand if you've had an important moment in your

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Speaker 3: life and something has happened to you, like the birth

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Speaker 3: of a child. And I'm not even I'm not trying

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Speaker 3: to make it ridiculous, like that is basically what he said.

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Speaker 3: And audience is dead silent. Yeah, and then he talks

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Speaker 3: about how, yeah, the goal is to get there and

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Speaker 3: have AI provide these or help with these important moments

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Speaker 3: and optimize them. And this after he's talking about managing

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Speaker 3: you know, children and you had of course managing children,

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Speaker 3: well you had Sam Altman on.

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Speaker 2: A Jimmy Fallon. I love going on TV just be like,

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Speaker 2: I don't know what to do chat GPT. Yeah, it's

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Speaker 2: it's so weird. It feels like living, it feels like

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Speaker 2: living through a giant gas lighting, just like everybody pretending

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Speaker 2: and I'm gonna guess, I'm gonna guess. Nobody brought up

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Speaker 2: the data centers they're meant to be building for this

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Speaker 2: year either. They just were like, we love we love

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Speaker 2: number go up, don't we folks.

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Speaker 3: Yeah, I mean if they didn't, there wasn't any detail really, yeah,

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Speaker 3: no specifics.

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Speaker 2: And also to your point, Consumer Electronics Show, Consumer for

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Speaker 2: the for the consumers.

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Speaker 3: Yeah, nothing again owned by the Consumer Technology Association. So

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Speaker 3: it's like the I don't know, the whole thing was

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Speaker 3: just it's fine if that's what you wanted to be, fine, right,

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Speaker 3: but like that's a different show.

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Speaker 2: Yeah, but we were promised and back to in video

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Speaker 2: for a second. I will also say that it was

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Speaker 2: fucking I give Jensen want some real credit here, And

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Speaker 2: that's if you were going to start your it's your

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Speaker 2: it's really a make or break here for AI. The

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Speaker 2: first thing I think when I'm thinking AI make or break,

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Speaker 2: I've got to really blow the stocks off is half

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Speaker 2: of the show, like forty five minutes straight about the

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Speaker 2: fucking omnibus.

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Speaker 3: Oh yeah.

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Speaker 2: I sat there and I had David Roth from DEFECTO

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Speaker 2: with me trying to explain what the omniverse was and

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Speaker 2: just being like, I think it's computer simulations.

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Speaker 3: Yeah, so that's seeing if you're talking about and videos omniverse. Yes, yeah,

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Speaker 3: it's there, Like you can use it if I remember

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Speaker 3: it correct, that you can use it to make digital

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Speaker 3: twins of things. Yeah, like or at least that's their

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Speaker 3: buzzword for it. But yeah, they've had some examples in

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Speaker 3: the past of using it for like logistics mapping and

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Speaker 3: for planning around things like typhoons and Taiwan and simulations.

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Speaker 2: Yeah. Interesting Yeah, well interesting isn't the word. It wasn't interesting.

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Speaker 2: It was so very it was so very boring.

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Speaker 3: Well, you know, I've seen but I've seen some. It's funny.

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Speaker 3: Some of the limited sort of pushback I've seen online

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Speaker 3: against the negativity about what's going on right now has

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Speaker 3: just been well, why is every one so negative? Everybody's

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Speaker 3: everyone's very critical. Everything's dumerism, it's Ai doomerism, it's you know,

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Speaker 3: it's it's very negative. And you know, I read that stuff.

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Speaker 3: I try to factor it and consider it. And like,

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Speaker 3: we ran a piece that was really positive today as

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Speaker 3: a palate cleanser after CS because cs was actually genuinely awful.

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Speaker 3: What do you think about that, because that's that's uh

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Speaker 3: I'm sure you see that too.

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Speaker 2: Well. I mean when he says AI doomerism, is he

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Speaker 2: talking about the people saying that the bubble will burst?

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Speaker 3: If we're talking Jensen Huan, then I think, yeah, he

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Speaker 3: just did an interview with some podcast. I think it's

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Speaker 3: called no Priors or something, and uh, oh, yes, it

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Speaker 3: would be no Prior yeah, and so in that he

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Speaker 3: said for him, I think dumerism is, to use his words,

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Speaker 3: like the science fiction version of AI in the future.

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Speaker 2: Okay, I if he's saying that's bad, I agree because

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Speaker 2: but not for the reason he probably says it's bad

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Speaker 2: because he doesn't want people to be scared of AI

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Speaker 2: so they keep buying it. I say it's bad because

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Speaker 2: it's a lie, because they because they're lying. They're lying

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Speaker 2: about it. They're just they're making stuff up. It's just

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Speaker 2: just lying.

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Speaker 3: Oh it's interesting too, because you could you could spin

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Speaker 3: that both ways. But it's like it could be the

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Speaker 3: well we're talking about the companies. You know, their version

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Speaker 3: of AI in the Future is also a science fiction

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Speaker 3: it's just the utopia version.

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Speaker 2: Uh yes, and like.

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Speaker 3: There's yeah, there's there's ground between Terminator and Utopia, but

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Speaker 3: it's kind of a hand wavy dismissal right, to just

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Speaker 3: be like all this negativity is is unreasonable. And in

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Speaker 3: that same interview he was talking about how it's it's

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Speaker 3: sort of hurtful I think was the word he used

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Speaker 3: or harmful, uh and and you know, damaging, And the

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Speaker 3: general vibe I got was like, this negativity is hurtful

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Speaker 3: to society as a whole. Can't you please buy my product?

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Speaker 2: Well that was the weird thing as well, like they

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Speaker 2: did the whole Vera Ruben song and dance at that presentation,

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Speaker 2: and they didn't they're not talking pricing yet, they're not

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Speaker 2: talking about anything. And then they made the comment where

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Speaker 2: it's like and Vera Ruben is now in manufacturing and

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Speaker 2: dead silent, just dead sub partly because that doesn't mean anything.

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Speaker 2: I assume, I'm gonna be honest, I assumed it was

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Speaker 2: in manufacturing. They're meant to be shipping them soon, like right,

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Speaker 2: what was with people? Were people like, oh, they haven't

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Speaker 2: put them together yet. They just I don't know, And

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Speaker 2: there was that I think it was Patrick moorehead as well.

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Speaker 2: During it who was saying, like, you know, the crowd

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Speaker 2: went wild, which it didn't this crowd. The crowd went

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Speaker 2: to quote someone on Twitter, the crowd went mild was

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Speaker 2: the best way of putting it.

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Speaker 3: Yeah. You could hear like a couple claps.

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Speaker 2: You know, Yeah, and I could. I've never and I've

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Speaker 2: watched a lot of press conferences, good and bad. I've

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Speaker 2: never heard a cough.

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Speaker 3: And it was just like, yeah, I mean, if you

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Speaker 3: dropped your phone after that, you would have heard it

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Speaker 3: on Yes on the crowd Mike.

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Speaker 2: But another great part of that was the the robots.

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Speaker 2: And he brought in the robots, which I did not

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Speaker 2: realize was Star Wars robots. He kind of muttered it

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Speaker 2: under his breath, and I thought, oh, he just thinks

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Speaker 2: Star Wars is about robots, I get. I just thought

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Speaker 2: it was like almost a boomery thing. It was like, yeah,

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Speaker 2: you know, robots, but apparently it's the robots from Jedi

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Speaker 2: Fallen Order. It is. Yeah, that's so weird.

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Speaker 3: Because he brought them out. The long reason I know

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Speaker 3: that is because they brought them out last time as well.

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Speaker 3: I think COMPUTEXT or GtC.

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Speaker 2: That's so sad.

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Speaker 3: Yeah, and so last time they brought them out. That

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Speaker 3: was when he was I don't know if he was

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Speaker 3: actually frustrated, if he was like joking frustrated, but they

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Speaker 3: weren't responding to the commands properly, and they got kind

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Speaker 3: of stuck. The green one wouldn't move. This time, they

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Speaker 3: responded to the commands more. But it was strange because

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Speaker 3: there he was using the second person you from that

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Speaker 3: point on, and sometimes it wasn't clear to me if

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Speaker 3: he was talking to the audience or to the customer

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Speaker 3: or to the robots. And he was talking to the robots.

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Speaker 3: He was like there was one I didn't talk about

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Speaker 3: this in the video, but there's a clip we've used

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Speaker 3: where he says he's talking to the robot and he says,

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Speaker 3: and we're actually gonna give you're gonna be born in

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Speaker 3: these systems. Yes, that was so he had this like

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Speaker 3: give birth, you know, and then he cut himself off.

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Speaker 3: I was like, what the hell?

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Speaker 2: He was so strange, and he was like to and

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Speaker 2: he talked to them for what felt like an hour.

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Speaker 2: It was like they're twenty or thirty minutes, and he

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Speaker 2: was like, yogot, this is how we build you. And

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Speaker 2: he turned and he looked at the picture of the

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Speaker 2: robots behind him that was from GtC, like we've seen

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Speaker 2: that picture before. He's like, this is where we're traying.

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Speaker 2: These are your these are They're like you, these are

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Speaker 2: your friends, And it's just like, mate, you are worrying

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Speaker 2: a I assume twenty five thousand dollars leather jacket. Your

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Speaker 2: company is the largest on the stock market. Why are

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Speaker 2: you talking to them? To quote David Rath from DEFECTA,

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Speaker 2: like you're offering them skittles? Like it was so bizarre it.

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Speaker 2: I think that we're going to look back on that

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Speaker 2: press conference as like the top because I went and

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Speaker 2: I rewatched GtC twenty twenty five. I watched some of

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Speaker 2: his other like even his analyst things. He used to

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Speaker 2: have this like braggadacious swagger. He would trot around. He

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Speaker 2: had a big smart Even last CS he had he

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Speaker 2: did the Avengers sheet, like the Avengers shield, They're they're

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Speaker 2: gonna eat melted me about the Avenger shield, the Captain

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Speaker 2: America shield thing, and like he he felt kind of

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Speaker 2: like up and at them. This time he was like, ah,

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Speaker 2: you know, got some shit. I guess you want to look,

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Speaker 2: We're gonna maybe do it. I didn't even catch that

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Speaker 2: they're planning to do a Robotaxi service. Yeah, I didn't.

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Speaker 2: I was watching and listening, but it was not super obvious.

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Speaker 3: Yeah, I know some people who were who tried it

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Speaker 3: and were like actually impressed by it.

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Speaker 2: I mean, it's a Robotaxi. We've the cool but like

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Speaker 2: but just also like, you're in video, what are you doing?

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Speaker 3: Yeah. We we went back on the team here and

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Speaker 3: we were looking at some of their older keynotes because

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Speaker 3: I was basically has it always been, like I'm just

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Speaker 3: not remembering it right? And no, I mean they were

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Speaker 3: a lot tighter in the past. Like if you go

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Speaker 3: back to nine hundred series ten series era keynotes and

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Speaker 3: how long ago is that, That'd be twenty fifteen, twenty sixteen, right,

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Speaker 3: maybe twenty fourteen. Yeah, and yeah, so you go back

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Speaker 3: to that reigne of two to three years and generally

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Speaker 3: they were tighter together. It's interesting how much I mean

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Speaker 3: we all change. Certainly, I've my hosting style has changed

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Speaker 3: on camera. You know, if you're running ten years apart,

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Speaker 3: then yeah, it's like a totally different person. But it

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Speaker 3: is interesting though to see his change in particular where

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Speaker 3: the the gaffs and the sort of silliness. Back then,

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Speaker 3: they were more of like your your uncle is telling old,

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Speaker 3: tired jokes that you've heard a million times, but you know,

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Speaker 3: but it was like it was a likable style and

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Speaker 3: now it's just like, instead the jokes are things that

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Speaker 3: I don't know. You're just kind of like you should

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Speaker 3: have to fuck up?

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Speaker 2: Can you tell me about do you have a graphics god?

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Speaker 2: You could show me? Can I see a graphics god?

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Speaker 2: What are you talking about? Yeah? What do you? And

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Speaker 2: he also just psychoanalyzing Jensen woea. But he seemed unconfident,

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Speaker 2: Like even when he was being a huge asshole last

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Speaker 2: year when he was like saying, you broke the audio

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Speaker 2: thing to the guy he named right, even then he

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Speaker 2: seemed confident. He seemed excited. He was kind of like, yeah,

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Speaker 2: let's go this year. He was like, and we've got

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Speaker 2: we've got some you want to see the omnibus. I

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Speaker 2: guess look Fear of Rube and it's so powerful. There

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Speaker 2: were less slides. Yeah, I actually fly went lot. I mean,

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Speaker 2: he just kind of seemed like he didn't have anything new,

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Speaker 2: probably because he didn't.

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Speaker 3: It's so weird though, because like at least with and

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Speaker 3: not to make it all about gaming, but you know,

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Speaker 3: it's it's kind of like if you're gonna make space

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Speaker 3: for robotaxis and for robots and AI and omniverse and okay,

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Speaker 3: so there's a little carve out for everybody. Everybody's got

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Speaker 3: there ten or twenty minutes, and it's the gaming stuff.

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Speaker 3: It's like there was actually new stuff there, and it

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Speaker 3: could have replaced any number of other things. But I

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Speaker 3: was almost just uncertain if do they feel like the

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Speaker 3: gaming topics sort of devalue what they do in the

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Speaker 3: business enterprise world, like they if they talk about gaming

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Speaker 3: for you know, five minutes in the keynote, are they

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Speaker 3: worried their stock price is gonna go to our Yeah?

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Speaker 3: Like I couldn't figure out why I wouldn't get a presence.

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Speaker 2: I mean, I think I think they're just scrambling. I

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Speaker 2: don't think they know what to do anymore. There's a

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Speaker 2: lot of the kind of key jingling going on. I

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Speaker 2: think they just like have fucked. But even then that

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Speaker 2: was what that's actually I don't know if I actually

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Speaker 2: agree with that thinking about it, because why did you

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Speaker 2: talk about the omnibus? Why talk about that at all?

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Speaker 2: When you don't appear to be able to explain what

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Speaker 2: it is. But I think I talk to a few

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Speaker 2: analysts AFT towards as well, like good ones that you

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Speaker 2: know what they're talking about, so not the one's on Twitter,

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Speaker 2: and all of them pretty much came the same conclusion,

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Speaker 2: which was, this was a half hearted attempt to claim

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Speaker 2: the GPUs can do something else.

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Speaker 3: Oh yeah, sure, yeah, trying to start creating a carve

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Speaker 3: out for if if interest wanes or whatever and the

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Speaker 3: other you know, an AI or other applications didn't.

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Speaker 2: Really work because it was impossible to it was impossible

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Speaker 2: to actually divine what it was they were selling. Also,

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Speaker 2: it didn't help that that morning the Information put out

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Speaker 2: story saying the Omnipus sugged that like nobody would buy it.

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Speaker 2: It did, but that was crazy though. That was one

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Speaker 2: part of that story that I'm unsurprised that they didn't

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Speaker 2: talk about on there. But apparently in Video has been

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Speaker 2: paying the cloud. They've been paying various cloud providers money

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Speaker 2: to rent capacity so that people can do omniveruse stuff. Yeah,

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Speaker 2: but I mean it sucks, like it just doesn't work

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Speaker 2: so good because also digital twin stuff is being around

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Speaker 2: for a while and I.

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Speaker 3: Guess it's yeah, it is interesting, Like, I mean, that

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Speaker 3: is one of the ones where the first time I

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Speaker 3: saw one of their digital twin demos was before they

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Speaker 3: were throwing around AI as much as they are, and

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Speaker 3: I was a buzzword, and I mean I do remember

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Speaker 3: I was like, okay, I yeah, no, this, I kind

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Speaker 3: of get this this And because the example they were

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Speaker 3: giving at the time when I first really saw it

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Speaker 3: was they had a weather simulation, but they also had

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Speaker 3: a warehouse simulation, and they were using it to show,

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Speaker 3: you know, at the time, instead of AI, it was

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Speaker 3: more commonly referred to as like machine learning, right, and

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Speaker 3: using it to show how you might digitally replicate a

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Speaker 3: warehouse and all the stocking and then map out how

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Speaker 3: people and robots move and interact with the warehouse, right, Like, Okay,

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Speaker 3: this I get.

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Speaker 2: I mean, this is like, yeah, it makes sense. It

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Speaker 2: isn't a complete vaporware.

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Speaker 3: Product, But they're not really like that's already been done.

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Speaker 3: You know, that's been They showed that a long time ago.

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Speaker 2: So it's also just not a sexy story, even though

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Speaker 2: it's very likely useful to someone.

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Speaker 3: Not an interesting story at the consumer technology association's ces.

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Speaker 3: You know, it's like, yeah, oh great, cool, I'll yeah, I'll.

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Speaker 2: I can't wait. So I as a consumer technology person,

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Speaker 2: we'll look forward to doing something. And it was also

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Speaker 2: not obvious what it was meant to be, like he

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Speaker 2: didn't do like a traditional product rundown and well, one

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Speaker 2: could argue the people that want this don't need that.

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Speaker 2: It was still a keynote. Yeah, still a keynote. You're

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Speaker 2: meant to be showing things that the keynote.

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Speaker 3: Yeah, And I mean I think also he did mention

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Speaker 3: palet heer like three, oh, yes.

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Speaker 2: He did, just reading a quote from the information. The

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Speaker 2: problem might be that and I quote developers who have

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Speaker 2: used Omniverse two for building and simulating scenes and objects

385
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Speaker 2: often say the software was hard to use, that it

386
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Speaker 2: easily broken, that its features felt incomplete. So who knows

387
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Speaker 2: what could have happened there? I don't know, I think,

388
00:22:25,840 --> 00:22:29,600
Speaker 2: but Nvidio actually announced stuff though they just chose not

389
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Speaker 2: to announce it at their announcement. Yeah, I mean great,

390
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Speaker 2: what did they announce because I truly missed it. I

391
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Speaker 2: truly I was there.

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Speaker 3: Yeah, it's like it wasn't huge. But also they had

393
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Speaker 3: they've had announcements in the past that weren't huge. So

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Speaker 3: like back in the day when they were pushing I'm

395
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Speaker 3: trying to remember the name of it, it was like game

396
00:22:53,600 --> 00:22:57,280
Speaker 3: something anyway, they had they had a program where Game Works,

397
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Speaker 3: that's what it was. It had some controversy over the years,

398
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Speaker 3: like all their products, but even when it was just

399
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Speaker 3: game Works, where they were, hey, here's some developer tools

400
00:23:05,240 --> 00:23:09,240
Speaker 3: to make graphics look better, easier, it was kind of

401
00:23:09,240 --> 00:23:13,879
Speaker 3: the pitch. And even when that was it for the

402
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Speaker 3: announcement they didn't have new GPUs, they would still find

403
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Speaker 3: spots to talk about it on stage at keynotes at

404
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Speaker 3: these various shows, and yeah, this time, I mean they

405
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Speaker 3: had DLSS four point five.

406
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Speaker 2: But it's the thing that you can upscale, right, Yeah,

407
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Speaker 2: unless I'm miss unstanding.

408
00:23:29,040 --> 00:23:32,040
Speaker 3: Yeah, it's kind of like more. They've rolled in a

409
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Speaker 3: bunch of things to it now, so it's it's a

410
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Speaker 3: general blanket name to describe the upscaling solution and also

411
00:23:41,000 --> 00:23:45,800
Speaker 3: frame generation and things like that and so so yeah,

412
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Speaker 3: now they have an update to their model. They rolled

413
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Speaker 3: out a transform model last year as opposed to the

414
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Speaker 3: uh neural the CNN model previously, and we tested that

415
00:23:57,800 --> 00:24:00,880
Speaker 3: last year it was improved, and then their new one

416
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Speaker 3: that they have this year, the half step iteration actually

417
00:24:03,880 --> 00:24:07,200
Speaker 3: directly fixes and resolves most of the issues we found

418
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Speaker 3: with the previous one. Yeah, I was like, okay, cool, Yeah,

419
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Speaker 3: they're doing stuff. They you know, they took the feedback,

420
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Speaker 3: they fixed it, and then they don't really show it anywhere.

421
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Speaker 3: It was just kind of disappointing.

422
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Speaker 2: But and so that allows you to run games at

423
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Speaker 2: high resolution or is the frame rate high?

424
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Speaker 3: Just fill that, Yeah, so it sort of fakes it.

425
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Speaker 3: It basically you can run the game as far as

426
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Speaker 3: your computer is concerned. It's being run at a lower resolution,

427
00:24:37,359 --> 00:24:42,639
Speaker 3: so there's a lot fewer pixels, which reduces the load

428
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Speaker 3: on the GPU, especially so if you're on an older

429
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Speaker 3: GPU even more easily run the software to higher performing

430
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Speaker 3: frame rate to get a better experience. And it then

431
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Speaker 3: upscales that lower resolution native render and stitches it back

432
00:25:00,480 --> 00:25:06,359
Speaker 3: together by using machine learned upscaling. And it's one of

433
00:25:06,359 --> 00:25:09,040
Speaker 3: the use cases where it's like not just bullshit two

434
00:25:09,080 --> 00:25:13,399
Speaker 3: letters AI, you know, like it actually does something, and

435
00:25:13,520 --> 00:25:16,439
Speaker 3: so yeah, you get there's there's actually instances now and

436
00:25:16,480 --> 00:25:19,200
Speaker 3: this didn't used to be true, but there's instances now

437
00:25:19,760 --> 00:25:24,639
Speaker 3: rarely where an upscaled output can at times be better

438
00:25:24,880 --> 00:25:28,439
Speaker 3: than a low resolution native output. A lot of that

439
00:25:28,520 --> 00:25:31,960
Speaker 3: has to do with replacing what the game is doing.

440
00:25:32,000 --> 00:25:34,520
Speaker 3: So the game is doing like a temporal anti alias

441
00:25:34,600 --> 00:25:36,520
Speaker 3: and in your place with DLSS, it's going to look

442
00:25:36,520 --> 00:25:40,240
Speaker 3: better and so like it's in I don't know, it's

443
00:25:40,280 --> 00:25:43,320
Speaker 3: that's one of those where it's like the fake frames thing,

444
00:25:43,680 --> 00:25:46,960
Speaker 3: not the biggest fan of, but generally DLSS and the upscaling,

445
00:25:47,000 --> 00:25:49,960
Speaker 3: I think it works fairly well, and they've actually improved

446
00:25:50,000 --> 00:25:52,639
Speaker 3: on it, and they've actually addressed the criticisms and it

447
00:25:52,760 --> 00:25:55,240
Speaker 3: was nowhere to be found in the keynote.

448
00:25:55,880 --> 00:25:56,800
Speaker 2: Yeah, that's it. I get.

449
00:25:56,880 --> 00:25:57,040
Speaker 3: Well.

450
00:25:57,080 --> 00:26:01,320
Speaker 2: I guess the argument being the Okay, they're not going

451
00:26:01,359 --> 00:26:03,879
Speaker 2: to talk about why you don't need a new GPU.

452
00:26:04,520 --> 00:26:07,760
Speaker 3: That's fair. Yeah, but they can't say AI.

453
00:26:08,400 --> 00:26:11,560
Speaker 2: They can say AIS. So it's really really difficult one

454
00:26:11,600 --> 00:26:14,560
Speaker 2: for old Jensen. But you know, moving off of Nvidia,

455
00:26:14,800 --> 00:26:17,760
Speaker 2: I didn't catch it. What did Intel do at CES

456
00:26:17,840 --> 00:26:18,280
Speaker 2: this year?

457
00:26:19,560 --> 00:26:25,320
Speaker 3: Way up to Intel does have actual products that are

458
00:26:25,520 --> 00:26:28,160
Speaker 3: potentially promising. I mean they've got eighteen ins from rolling

459
00:26:28,160 --> 00:26:32,520
Speaker 3: in their new process and what is them that is

460
00:26:32,600 --> 00:26:36,600
Speaker 3: their new process Node where Intel for a while now

461
00:26:36,640 --> 00:26:41,200
Speaker 3: has had to rely on Taiwan Semiconductor Manufacturing Corporation TSMC

462
00:26:42,040 --> 00:26:46,439
Speaker 3: to make their parts. Intel historically has fabbed all of

463
00:26:46,480 --> 00:26:50,280
Speaker 3: its own silicon, and then as its process technology fell

464
00:26:50,320 --> 00:26:53,720
Speaker 3: behind and started losing the race of TSMC, they had

465
00:26:53,760 --> 00:26:56,320
Speaker 3: to take their own in house products and get them

466
00:26:56,359 --> 00:27:01,800
Speaker 3: made by their fab competitor. And now they've gotten some

467
00:27:01,840 --> 00:27:04,080
Speaker 3: of their fabs operational, like one of their new ones

468
00:27:04,080 --> 00:27:05,840
Speaker 3: in the US at least one, it might be two

469
00:27:07,320 --> 00:27:11,639
Speaker 3: to where they're producing their modern, more competitive process technology

470
00:27:11,640 --> 00:27:17,000
Speaker 3: eighteen and Angstrom eighteen A it's called UH, and they've

471
00:27:17,080 --> 00:27:19,760
Speaker 3: rolled out things like backside power delivery, which is a

472
00:27:19,800 --> 00:27:23,840
Speaker 3: more efficient way to deliver power into the CPU. It

473
00:27:23,880 --> 00:27:28,000
Speaker 3: has some benefits where the frequency can be uplifted a

474
00:27:28,000 --> 00:27:30,480
Speaker 3: little bit, a couple percentage points, single digit percentage points.

475
00:27:30,760 --> 00:27:34,120
Speaker 3: And so there's there's actual technology improvements there. Like Nvidia,

476
00:27:34,560 --> 00:27:40,320
Speaker 3: the actual technology and improvements and the engineering got almost

477
00:27:40,320 --> 00:27:44,160
Speaker 3: no airtime at the show. What did they ai?

478
00:27:44,720 --> 00:27:44,960
Speaker 1: Oh?

479
00:27:45,160 --> 00:27:45,400
Speaker 2: What?

480
00:27:46,000 --> 00:27:46,240
Speaker 3: Yeah?

481
00:27:46,320 --> 00:27:46,600
Speaker 2: Sorry?

482
00:27:47,080 --> 00:27:49,600
Speaker 3: I was so. I was so disappointed because it's just

483
00:27:49,640 --> 00:27:54,000
Speaker 3: like man the so you re announced Panther Lake, which

484
00:27:54,000 --> 00:27:55,880
Speaker 3: they announced in October. I think it was.

485
00:27:57,680 --> 00:28:01,280
Speaker 2: M Path lake is the new you see, Yes, thank you, Yes,

486
00:28:01,400 --> 00:28:05,840
Speaker 2: the new SEC solution CPU and yeah for mostly for

487
00:28:06,119 --> 00:28:09,040
Speaker 2: mobile products, handheld laptops and.

488
00:28:10,480 --> 00:28:14,600
Speaker 3: Yeah, and it's kind of like the backside power delivery

489
00:28:14,640 --> 00:28:18,280
Speaker 3: is not a new technology, but it's kind of new

490
00:28:18,720 --> 00:28:21,720
Speaker 3: for being deployed in actual things that you can buy.

491
00:28:22,480 --> 00:28:26,119
Speaker 3: And if you're going to re announce the existence of

492
00:28:26,160 --> 00:28:27,719
Speaker 3: the product, I feel like you might as well take

493
00:28:27,760 --> 00:28:30,680
Speaker 3: the time to just go into detail on the cool

494
00:28:30,720 --> 00:28:36,720
Speaker 3: engineering that makes it actually interesting and potentially competitive. But instead, Yeah,

495
00:28:36,720 --> 00:28:39,800
Speaker 3: they reserve all that time for you know, the usual

496
00:28:39,840 --> 00:28:43,680
Speaker 3: revolving door of executives and suits to come talk about AI.

497
00:28:44,120 --> 00:28:45,680
Speaker 2: But what are they even doing with AI?

498
00:28:46,120 --> 00:28:46,880
Speaker 3: I don't know.

499
00:28:47,560 --> 00:28:52,600
Speaker 4: Oh oh, okay, I thought that rocks.

500
00:28:53,680 --> 00:28:56,000
Speaker 2: You've been in this, You'd be in in hardware for

501
00:28:56,080 --> 00:29:00,240
Speaker 2: decades now, you just who the fuck great stuff? I

502
00:29:00,320 --> 00:29:00,680
Speaker 2: was like.

503
00:29:01,240 --> 00:29:05,840
Speaker 3: Intel, it was It's weird. So I would say if

504
00:29:05,840 --> 00:29:11,200
Speaker 3: I had to rank the keynotes least least worst.

505
00:29:11,520 --> 00:29:14,680
Speaker 2: To best worst, nice, Okay, it would.

506
00:29:14,560 --> 00:29:18,040
Speaker 3: Be I think Intel was the least worst. They were

507
00:29:18,200 --> 00:29:21,640
Speaker 3: not as bad as the others. I watched them among

508
00:29:21,680 --> 00:29:24,520
Speaker 3: the first Little did I know at that point it

509
00:29:24,560 --> 00:29:26,920
Speaker 3: would get worse from there. So I'd put Intel at

510
00:29:26,920 --> 00:29:30,240
Speaker 3: the not as bad scale, uh, and videos in the middle,

511
00:29:30,640 --> 00:29:33,720
Speaker 3: and he's honestly, for me, theirs was the worst.

512
00:29:34,440 --> 00:29:36,320
Speaker 2: I really wish I'd have watched it now.

513
00:29:36,760 --> 00:29:39,640
Speaker 3: Oh it's it sounds you're welcomed. It's still out there.

514
00:29:40,120 --> 00:29:43,320
Speaker 2: Yeah, I could hit myself in the nuts with a

515
00:29:43,320 --> 00:29:47,400
Speaker 2: baseball bat. And that's just really that's that's that sounds

516
00:29:47,400 --> 00:29:51,400
Speaker 2: more fun is He is really depressing though, with Lisa's sue,

517
00:29:51,440 --> 00:29:55,520
Speaker 2: because even a year ago, I would have been like, Okay,

518
00:29:55,520 --> 00:29:59,360
Speaker 2: Lisa is the smart one. Yeah, she's not gonna do

519
00:29:59,480 --> 00:30:04,040
Speaker 2: the key. But but I guess not. I guess it's all

520
00:30:04,120 --> 00:30:09,200
Speaker 2: keys from here on out. Yeah. That's so. It's so weird.

521
00:30:09,320 --> 00:30:12,160
Speaker 2: And I mean I mentioned it earlier and I've ye

522
00:30:12,280 --> 00:30:14,280
Speaker 2: I need to put this in an episode of US

523
00:30:14,440 --> 00:30:17,000
Speaker 2: just a newsletter. But they announced this deal with open

524
00:30:17,040 --> 00:30:20,400
Speaker 2: Ai back in September October last year that they were

525
00:30:20,400 --> 00:30:22,880
Speaker 2: going to build they were going to have the first

526
00:30:23,160 --> 00:30:27,400
Speaker 2: gigawatt of m I four fifty instinct whatever's in a

527
00:30:27,520 --> 00:30:30,400
Speaker 2: data center this year. And I feel like I'm going

528
00:30:30,440 --> 00:30:35,400
Speaker 2: insane because nothing has happened. They haven't raised their guidance,

529
00:30:36,080 --> 00:30:38,760
Speaker 2: they haven't changed anything. They're not. They're not acting as

530
00:30:38,760 --> 00:30:40,320
Speaker 2: if they're going to build it. They're just like, look,

531
00:30:40,360 --> 00:30:43,640
Speaker 2: it's Greg Brockman. You love him, right, Yeah, and he

532
00:30:43,760 --> 00:30:46,000
Speaker 2: just turned like the least charismatic man.

533
00:30:46,480 --> 00:30:49,600
Speaker 3: Yes, story Jensen, Juan his leather jacket.

534
00:30:49,720 --> 00:30:52,840
Speaker 2: Just like, hey guys, yeah, you know, imagine if your

535
00:30:52,920 --> 00:30:55,640
Speaker 2: children could be raised with an AI. Wouldn't that be good?

536
00:30:56,240 --> 00:30:58,480
Speaker 2: They can't do that now, in fact, it can't do

537
00:30:58,680 --> 00:31:01,440
Speaker 2: very much, but what if it could. Welcome to a day.

538
00:31:01,800 --> 00:31:06,120
Speaker 2: This is the Consumer Electronics show. We have no products. Goodbye.

539
00:31:06,440 --> 00:31:10,200
Speaker 3: Yeah, I mean it's am D's in particular. It's just

540
00:31:10,240 --> 00:31:16,040
Speaker 3: like your couent on. Lisa is interesting because you know,

541
00:31:16,560 --> 00:31:22,240
Speaker 3: Jensen absolutely is is intelligent and different multiple different ways.

542
00:31:22,320 --> 00:31:26,760
Speaker 3: And yeah, and so is Lisa. They both have originally

543
00:31:26,760 --> 00:31:28,880
Speaker 3: at least an engineering background. I'm not sure that they

544
00:31:28,880 --> 00:31:31,120
Speaker 3: do much of that now. It's not slight against them,

545
00:31:31,560 --> 00:31:35,760
Speaker 3: but like Lisa, I would say, has had a fairly

546
00:31:36,040 --> 00:31:41,800
Speaker 3: clean reputation of kind of a no bullshit straight shooter. Yeah,

547
00:31:41,960 --> 00:31:44,360
Speaker 3: you know, welcome to our show, here's our stuff, see

548
00:31:44,400 --> 00:31:48,920
Speaker 3: you later. And she's still I would say, it's still

549
00:31:48,960 --> 00:31:54,040
Speaker 3: more of a straight shooter than Jensen. But it's just

550
00:31:54,120 --> 00:31:56,120
Speaker 3: like I don't know, I watched the ay Quy note.

551
00:31:56,120 --> 00:31:58,960
Speaker 3: It's like, oh, okay, you're you're all doing sort of

552
00:31:58,960 --> 00:32:02,400
Speaker 3: the same type of thing right now with the company

553
00:32:02,440 --> 00:32:08,480
Speaker 3: is because it's the same government policy discussions on stage,

554
00:32:08,480 --> 00:32:11,960
Speaker 3: it's the same AI B to B enterprise obsession, data centers,

555
00:32:12,000 --> 00:32:14,560
Speaker 3: and and you just kind of go ah, I thought

556
00:32:14,600 --> 00:32:17,720
Speaker 3: maybe you were different, but yeah.

557
00:32:17,160 --> 00:32:20,120
Speaker 2: You are not only the same, You're really the same

558
00:32:20,520 --> 00:32:24,040
Speaker 2: like you were just it's also very strange based on

559
00:32:24,120 --> 00:32:28,720
Speaker 2: the history, the modern history of like amdvs Nvidia and

560
00:32:28,920 --> 00:32:32,720
Speaker 2: Intel and such, watching a MD being and also ran

561
00:32:34,240 --> 00:32:37,680
Speaker 2: like like, I don't know, I'm not anywhere near as

562
00:32:37,680 --> 00:32:39,840
Speaker 2: bath and this as you, but like I had reached

563
00:32:39,840 --> 00:32:42,600
Speaker 2: a point where it's like, wow, MD isn't a company

564
00:32:42,600 --> 00:32:45,360
Speaker 2: that jumps on shiny objects, or if they do, they

565
00:32:45,400 --> 00:32:47,520
Speaker 2: do so with consideration and thought and how it might.

566
00:32:47,880 --> 00:32:50,480
Speaker 2: Now it's just like, yeah, we're gonna do AI GPUs

567
00:32:50,920 --> 00:32:53,480
Speaker 2: now the ones that are so expensive that the only

568
00:32:53,520 --> 00:32:56,040
Speaker 2: way you can buy them is using debt. That one.

569
00:32:56,240 --> 00:32:58,760
Speaker 2: That's what we're going everything is on this now.

570
00:32:59,320 --> 00:33:05,640
Speaker 3: Yeah, And it's the thing I find if I try

571
00:33:05,640 --> 00:33:09,560
Speaker 3: to take a devil's advocate position I think I think

572
00:33:09,600 --> 00:33:12,920
Speaker 3: the thing I would say would be, well, but if

573
00:33:12,920 --> 00:33:16,480
Speaker 3: they don't try at all, then they get completely left

574
00:33:16,520 --> 00:33:20,720
Speaker 3: behind and there's zero competition for Nvidia. I don't know

575
00:33:20,760 --> 00:33:23,240
Speaker 3: the best responses to that, like other than well you

576
00:33:23,240 --> 00:33:26,080
Speaker 3: could do it in more moderation, or do we really

577
00:33:26,120 --> 00:33:29,080
Speaker 3: have to try? Though? But yeah, you know, I think

578
00:33:29,120 --> 00:33:31,280
Speaker 3: that's probably the response is like, well, what do you

579
00:33:31,320 --> 00:33:33,160
Speaker 3: want them to do? And that's what I see a

580
00:33:33,160 --> 00:33:36,240
Speaker 3: lot of that when I I read a lot of

581
00:33:36,280 --> 00:33:41,320
Speaker 3: the initial comments on content from a place of like

582
00:33:41,440 --> 00:33:46,640
Speaker 3: actually trying to gather sort of feedback. I would say

583
00:33:46,640 --> 00:33:50,520
Speaker 3: the general the general sentiment definitely, at least in our channel,

584
00:33:50,600 --> 00:33:52,560
Speaker 3: is aligned with kind of how you and I are

585
00:33:52,560 --> 00:33:55,120
Speaker 3: both talking right now. If you look at the people

586
00:33:55,120 --> 00:34:01,280
Speaker 3: who are more cynical of the negativity in good faith,

587
00:34:01,440 --> 00:34:06,320
Speaker 3: I think they I do think a lot of times

588
00:34:06,360 --> 00:34:08,600
Speaker 3: it comes down to, well, what would you have them do?

589
00:34:10,560 --> 00:34:17,040
Speaker 3: Almost as if to say, not pursuing you know, infinite

590
00:34:17,440 --> 00:34:23,239
Speaker 3: money glitches is impossible, like you have you literally have

591
00:34:23,280 --> 00:34:25,640
Speaker 3: to pursue an infant money glitch in this market. I

592
00:34:25,680 --> 00:34:31,520
Speaker 3: think that's probably the argument, or maybe that it's idealistic

593
00:34:31,600 --> 00:34:33,239
Speaker 3: to assume that they wouldn't right.

594
00:34:33,440 --> 00:34:36,080
Speaker 2: I think the no, I think you're right. It's just

595
00:34:36,120 --> 00:34:40,640
Speaker 2: the level of maybe they're making the money now, but

596
00:34:40,800 --> 00:34:42,800
Speaker 2: I don't even know if I am d MS these

597
00:34:42,920 --> 00:34:47,600
Speaker 2: days and revenue like it's a hit four point three

598
00:34:47,640 --> 00:34:51,440
Speaker 2: billion in Q three twenty twenty five. I mean, it's like, okay,

599
00:34:51,560 --> 00:34:53,880
Speaker 2: you can get that money the stock. It's good for

600
00:34:53,920 --> 00:34:57,000
Speaker 2: the stock and all that. But the same time, how

601
00:34:57,040 --> 00:34:59,640
Speaker 2: do you walk this back? If you fail? How do

602
00:34:59,680 --> 00:35:02,000
Speaker 2: you walk? But because that's the thing that I keep saying,

603
00:35:02,040 --> 00:35:05,040
Speaker 2: because putting aside how anyone feels about AI in any

604
00:35:05,080 --> 00:35:09,600
Speaker 2: particular moment, it is proof that this is not coming

605
00:35:09,600 --> 00:35:11,959
Speaker 2: out of cash flows, that this has to come out

606
00:35:12,040 --> 00:35:17,279
Speaker 2: of DAM and AMD. I don't know AMD staking their

607
00:35:17,440 --> 00:35:21,840
Speaker 2: entire future on this. It just feels it feels chaotic.

608
00:35:21,880 --> 00:35:25,000
Speaker 2: It doesn't feel like a strategic There is no strategic mote.

609
00:35:25,000 --> 00:35:27,080
Speaker 2: They're not trying to be I'm sure that they'll claim

610
00:35:27,120 --> 00:35:31,439
Speaker 2: there is something, but they're trying like there's no real

611
00:35:31,560 --> 00:35:34,359
Speaker 2: difference other than they're not as powerful and they don't

612
00:35:34,360 --> 00:35:36,600
Speaker 2: have kuda. They're trying with hip dif I guess which

613
00:35:36,640 --> 00:35:37,840
Speaker 2: is their version of kudo.

614
00:35:38,040 --> 00:35:43,799
Speaker 3: Kind of do you think if this all implodes. Do

615
00:35:43,840 --> 00:35:47,800
Speaker 3: you think I saw a comment that was interesting to

616
00:35:47,840 --> 00:35:51,640
Speaker 3: me where no particular evidence or anything, but the guy

617
00:35:51,800 --> 00:35:56,799
Speaker 3: just said if it all collapses, he thought AMD would

618
00:35:56,800 --> 00:35:59,320
Speaker 3: get screwed the most because he said they just don't

619
00:35:59,320 --> 00:36:02,520
Speaker 3: have the cash to deal with the collapse like on

620
00:36:02,600 --> 00:36:06,319
Speaker 3: video does. I mean, what's your take on that.

621
00:36:07,360 --> 00:36:11,319
Speaker 2: I mean, let's see their free cash flow two point

622
00:36:11,320 --> 00:36:13,920
Speaker 2: four billion. I mean it really comes down to the

623
00:36:13,920 --> 00:36:16,239
Speaker 2: cash and hand which I'm gonna look. I'm gonna look

624
00:36:16,239 --> 00:36:19,600
Speaker 2: at live on air. So they got about five billion,

625
00:36:20,600 --> 00:36:24,719
Speaker 2: let's see seven billion on hand. I mean when a

626
00:36:24,920 --> 00:36:29,000
Speaker 2: crash happens, I don't think it's something where in Video

627
00:36:29,120 --> 00:36:32,640
Speaker 2: dies or AMD dies. I think Oracle could. I think Oracle.

628
00:36:32,840 --> 00:36:35,560
Speaker 2: Oracle has negative thirteen billion dollars of cash flow, the're fucked.

629
00:36:35,920 --> 00:36:38,880
Speaker 2: But with AMD, it's like I am not super familiar

630
00:36:38,920 --> 00:36:41,160
Speaker 2: with their finances well enough to say, oh, this will

631
00:36:41,160 --> 00:36:43,399
Speaker 2: mess them up. That being said, they have a much

632
00:36:43,480 --> 00:36:46,880
Speaker 2: much much smaller cushion, right, like their cushion is like

633
00:36:47,080 --> 00:36:49,240
Speaker 2: in video has like tens of billions of dollars in cash.

634
00:36:49,280 --> 00:36:55,160
Speaker 2: I think ah AMD AMD as well. Their business, They've

635
00:36:55,280 --> 00:36:57,640
Speaker 2: they've really had to yank their business yeah, they have

636
00:36:57,680 --> 00:37:00,480
Speaker 2: about seven billion dollars in inventory as well. They've really

637
00:37:00,480 --> 00:37:03,560
Speaker 2: had to yank their business towards AI rather than they've

638
00:37:03,560 --> 00:37:07,480
Speaker 2: had to rush to catch up, which is not great.

639
00:37:07,560 --> 00:37:10,319
Speaker 2: If this explodes, and then the longer it takes for

640
00:37:10,360 --> 00:37:12,560
Speaker 2: this to explode, the better it will be for MD

641
00:37:13,160 --> 00:37:15,080
Speaker 2: just because they will be able to make some sales

642
00:37:15,120 --> 00:37:18,440
Speaker 2: and actually get some instincts out the door. If it

643
00:37:18,480 --> 00:37:21,040
Speaker 2: breaks in the next year, they're in real trouble. And also,

644
00:37:21,840 --> 00:37:24,360
Speaker 2: I personally am looking forward to watching all these companies

645
00:37:24,400 --> 00:37:27,800
Speaker 2: have to explain what they were doing, like hey did.

646
00:37:27,800 --> 00:37:30,560
Speaker 3: Like ideally in front of a congressional committee.

647
00:37:30,120 --> 00:37:33,400
Speaker 2: Yes exactly, or like over a shark tank or something

648
00:37:33,440 --> 00:37:38,680
Speaker 2: like that, like because it's just throughout ces. Actually, I'll

649
00:37:38,680 --> 00:37:41,840
Speaker 2: give you a great example. The worst presentation I watched

650
00:37:41,960 --> 00:37:44,919
Speaker 2: was actually yesterday. Okay, I watched it on the fly

651
00:37:45,320 --> 00:37:47,600
Speaker 2: and it was only five minutes, and it pissed me off.

652
00:37:47,640 --> 00:37:51,640
Speaker 2: So Lenovo, Ah, you remember Lenovo, they make laptops and such,

653
00:37:51,960 --> 00:37:55,960
Speaker 2: Remember that famous famous laptop company, Lenovo. So they rented

654
00:37:56,000 --> 00:38:00,000
Speaker 2: out the Las Vegas sphere Okay, and they get up.

655
00:38:00,160 --> 00:38:02,719
Speaker 2: I'm wondering if I can actually get this get the

656
00:38:02,840 --> 00:38:06,640
Speaker 2: quote of what the CEO said, because the CEO got

657
00:38:06,640 --> 00:38:09,680
Speaker 2: on stage, don't remember his name, not gonna lie. See

658
00:38:10,239 --> 00:38:15,040
Speaker 2: here we go, here we go, and I quote. Nowadays,

659
00:38:15,080 --> 00:38:17,960
Speaker 2: AI is no longer just generating answers, writing code, creating

660
00:38:18,000 --> 00:38:22,319
Speaker 2: images and producing videos. I mean citation needed. AI is

661
00:38:22,400 --> 00:38:26,080
Speaker 2: quickly evolving and gaining new capabilities, sensing our three dimensional world,

662
00:38:26,160 --> 00:38:29,200
Speaker 2: understanding how things move and connect, learning our logic and complexity,

663
00:38:29,239 --> 00:38:32,360
Speaker 2: and interacting with reality in ways never seen before. AI

664
00:38:32,480 --> 00:38:36,400
Speaker 2: is everywhere. So based on that, you would think that

665
00:38:37,120 --> 00:38:39,880
Speaker 2: they would have something new. What they actually had was

666
00:38:39,920 --> 00:38:45,120
Speaker 2: an AI called Kira Qira. That was they called a

667
00:38:45,160 --> 00:38:48,359
Speaker 2: superagent and you'll be shocked to hear. It can summarize things,

668
00:38:48,400 --> 00:38:50,920
Speaker 2: It can tell you what's on your calendar, it can

669
00:38:50,960 --> 00:38:54,240
Speaker 2: look things up. The worst part was because the CEO

670
00:38:54,360 --> 00:38:56,719
Speaker 2: came on did his kind of like word vomit, and

671
00:38:56,760 --> 00:39:00,440
Speaker 2: they just walked off and this unnamed spokes person, this

672
00:39:00,480 --> 00:39:03,319
Speaker 2: woman comes ang. It's like, Kira, what do you see

673
00:39:03,320 --> 00:39:05,200
Speaker 2: around you? And he goes, I see, we're in there.

674
00:39:05,280 --> 00:39:06,960
Speaker 2: It's a big screen and this, that and the other,

675
00:39:07,000 --> 00:39:08,880
Speaker 2: and they say the size of the screen of the

676
00:39:08,880 --> 00:39:11,200
Speaker 2: sphere and it's wrong. It was like a hunt. It

677
00:39:11,400 --> 00:39:14,879
Speaker 2: is just just immediately, but also it's like, wow, that's

678
00:39:14,880 --> 00:39:17,439
Speaker 2: so new, except multimodel AI has been around for years.

679
00:39:17,960 --> 00:39:21,400
Speaker 2: So and then she says, well, Kira, when I have

680
00:39:21,480 --> 00:39:23,920
Speaker 2: some time later, what should I get for my kids?

681
00:39:23,960 --> 00:39:27,320
Speaker 2: So it's just like, oh, great, yeah, you fucking Kira.

682
00:39:27,440 --> 00:39:29,760
Speaker 2: I am? I am. I don't give a fuck about

683
00:39:29,800 --> 00:39:31,719
Speaker 2: my family. What can I do?

684
00:39:32,239 --> 00:39:32,640
Speaker 3: What suld I?

685
00:39:33,120 --> 00:39:37,399
Speaker 2: Yeah, I'm too busy rebranding a chatbot as a new thing,

686
00:39:37,960 --> 00:39:42,720
Speaker 2: and I shit you not. It goes Las Vegas's fashion

687
00:39:42,760 --> 00:39:45,840
Speaker 2: more has some laboo boos that kids will go crazy for. Ye,

688
00:39:46,360 --> 00:39:48,360
Speaker 2: and I was just I was on a plane, so

689
00:39:48,400 --> 00:39:50,319
Speaker 2: I couldn't make the noise I wanted to make, which

690
00:39:50,400 --> 00:39:54,640
Speaker 2: was just a guttural raw, just a just complete disgust.

691
00:40:06,520 --> 00:40:10,080
Speaker 3: I have their press release here and it says it

692
00:40:10,160 --> 00:40:14,440
Speaker 3: is AIH but did you know their definition of AI?

693
00:40:14,960 --> 00:40:18,120
Speaker 3: No tell me because it's not the same as everyone else's. Oh,

694
00:40:18,160 --> 00:40:24,359
Speaker 3: there's Lenovo Kira called a personal Ambient Intelligence system. That's

695
00:40:24,440 --> 00:40:28,200
Speaker 3: Ambient Intelligence AI. It says we'll begin rolling out on

696
00:40:28,280 --> 00:40:31,799
Speaker 3: select Lenovo and Motorola products and it's yeah, so it's

697
00:40:31,840 --> 00:40:35,080
Speaker 3: going to help people move more easily between PCs, tablet

698
00:40:35,160 --> 00:40:41,560
Speaker 3: and phones by keeping tasks connected again see Google Calendar

699
00:40:41,880 --> 00:40:43,240
Speaker 3: or any calendar app.

700
00:40:43,400 --> 00:40:48,480
Speaker 2: Yeah, it was, and like the sphere is that probably

701
00:40:48,520 --> 00:40:51,920
Speaker 2: cost them north of ten million dollars to rent that,

702
00:40:52,360 --> 00:40:55,800
Speaker 2: And then probably that spokesperson was definitely I don't know

703
00:40:55,840 --> 00:40:58,040
Speaker 2: if she worked for Lenovo. She was very clearly like

704
00:40:58,520 --> 00:41:02,680
Speaker 2: a seasoned actor right in the sense that she was lying.

705
00:41:03,760 --> 00:41:07,319
Speaker 2: But it was just it was remarkable because it's it

706
00:41:07,400 --> 00:41:10,520
Speaker 2: was just I've watched a lot of ces keynotes, I've

707
00:41:10,560 --> 00:41:12,160
Speaker 2: gone to a lot of ces is, and I've heard

708
00:41:12,160 --> 00:41:17,799
Speaker 2: a lot of bullshit. This feels like this feels like

709
00:41:18,000 --> 00:41:21,360
Speaker 2: just the year when everybody just gave up on trying.

710
00:41:21,440 --> 00:41:24,200
Speaker 2: They were just like, it's a large language, it's AI

711
00:41:24,440 --> 00:41:28,200
Speaker 2: is large language model. Good you like this, and they

712
00:41:28,239 --> 00:41:30,800
Speaker 2: were claiming it's their own ambient intelligence. You'll be shocked

713
00:41:30,800 --> 00:41:33,040
Speaker 2: to hear it's just connected to Microsoft as.

714
00:41:32,960 --> 00:41:34,840
Speaker 3: You're a great Yeah.

715
00:41:34,880 --> 00:41:37,040
Speaker 2: And then rightly, and she's like, and here I have

716
00:41:37,440 --> 00:41:39,400
Speaker 2: a proof of content. To be clear, this is like

717
00:41:39,480 --> 00:41:42,239
Speaker 2: minutes of her just doing the classical them bullshit. And

718
00:41:42,400 --> 00:41:46,759
Speaker 2: right she says, I have here a proof of concept,

719
00:41:47,040 --> 00:41:49,160
Speaker 2: and what it is is it records what you're saying,

720
00:41:49,160 --> 00:41:52,239
Speaker 2: but only when you give it permission. Oh, and it

721
00:41:52,360 --> 00:41:57,279
Speaker 2: transcribes everything. It's also just yes, I also don't trust that.

722
00:41:57,480 --> 00:41:59,280
Speaker 2: But on top of it, it's like, wow, a device

723
00:41:59,320 --> 00:42:01,040
Speaker 2: that records you in transcribes everything.

724
00:42:01,320 --> 00:42:04,040
Speaker 3: You don't even need AI for that, right, like.

725
00:42:04,840 --> 00:42:09,640
Speaker 2: Alta, Yeah, well literally any LLLM will do this. I

726
00:42:09,680 --> 00:42:14,279
Speaker 2: mean it's almost as if nobody has anything. I mean,

727
00:42:14,400 --> 00:42:18,319
Speaker 2: Lenovo did have this really cool unrolling screen situation that

728
00:42:18,440 --> 00:42:20,279
Speaker 2: was pretty cool. I like that they didn't show that.

729
00:42:20,400 --> 00:42:24,520
Speaker 2: They can't show that. You can't can't be showing interesting stuff.

730
00:42:24,560 --> 00:42:25,279
Speaker 2: You have to show so.

731
00:42:25,480 --> 00:42:28,720
Speaker 3: You can't show the screen products inside of the giant

732
00:42:28,760 --> 00:42:30,320
Speaker 3: El Las Vegas.

733
00:42:30,440 --> 00:42:33,800
Speaker 2: How would people possibly see it? It's so weird.

734
00:42:34,360 --> 00:42:37,799
Speaker 3: It's but I don't so is is.

735
00:42:40,000 --> 00:42:40,400
Speaker 1: I don't know?

736
00:42:40,440 --> 00:42:42,040
Speaker 3: I kind of I almost I want to come back

737
00:42:42,040 --> 00:42:46,120
Speaker 3: to this negativity topic a little bit because it is

738
00:42:46,160 --> 00:42:48,160
Speaker 3: something I've been thinking about a lot lately. We're just like,

739
00:42:49,040 --> 00:42:52,080
Speaker 3: it's you know, we're trying to balance as best we can,

740
00:42:52,400 --> 00:42:57,560
Speaker 3: palate cleansers of there's a lot of bad things. Let's

741
00:42:57,600 --> 00:42:59,680
Speaker 3: make sure we're still trying to get some coverage of

742
00:42:59,680 --> 00:43:04,080
Speaker 3: good things, interesting, fun, education, whatever, but not to the

743
00:43:04,080 --> 00:43:09,560
Speaker 3: point of it just being for purposes of you don't

744
00:43:09,560 --> 00:43:12,440
Speaker 3: want to hide from reality, right, Yeah, so there's got

745
00:43:12,480 --> 00:43:18,319
Speaker 3: to be a balance, But I just it for me,

746
00:43:19,760 --> 00:43:23,000
Speaker 3: the negative things that are going on right now in

747
00:43:23,040 --> 00:43:28,080
Speaker 3: the tech industry have become so intertwined with global economics

748
00:43:28,120 --> 00:43:33,600
Speaker 3: and politics that it's a lot worse, I think than

749
00:43:33,800 --> 00:43:39,400
Speaker 3: just this series of GPUs is bad and you're not

750
00:43:39,440 --> 00:43:42,640
Speaker 3: going to like the frame rate with them, you know,

751
00:43:43,320 --> 00:43:45,640
Speaker 3: it's a lot more wide reaching. And I have a

752
00:43:45,640 --> 00:43:49,040
Speaker 3: hard time like the negativity for me or the criticism.

753
00:43:49,080 --> 00:43:55,920
Speaker 3: The cynicism doesn't it's not an act. It's I actually

754
00:43:55,960 --> 00:43:58,480
Speaker 3: am very concerned about the direction of where things are

755
00:43:58,480 --> 00:44:02,759
Speaker 3: headed right now. Uh, And so I don't know what

756
00:44:02,840 --> 00:44:06,120
Speaker 3: you you know, It's like I don't know what to

757
00:44:06,160 --> 00:44:09,759
Speaker 3: say to someone who's like everything so negative, because we

758
00:44:09,880 --> 00:44:12,000
Speaker 3: put a couple of pieces out that are more positive,

759
00:44:12,000 --> 00:44:15,240
Speaker 3: but you're really you're just kind of hiding from reality

760
00:44:15,280 --> 00:44:15,880
Speaker 3: at some point.

761
00:44:16,000 --> 00:44:19,120
Speaker 2: So yeah, it's it's weird as well, because I mean,

762
00:44:19,160 --> 00:44:21,400
Speaker 2: we did nineteen hours at CES and I asked everyone,

763
00:44:21,440 --> 00:44:24,480
Speaker 2: did you see stuff you liked? And I, shit, you not.

764
00:44:25,680 --> 00:44:29,160
Speaker 2: The most consistent thing I got was, yeah, I saw

765
00:44:29,200 --> 00:44:35,320
Speaker 2: a battery. I liked and every like Cory Doctoro found

766
00:44:35,480 --> 00:44:37,839
Speaker 2: a plug that he really liked.

767
00:44:38,239 --> 00:44:40,719
Speaker 3: Okay, like that goes into a like yeah, like.

768
00:44:40,680 --> 00:44:43,760
Speaker 2: A British plug that has a satisfying metallic click.

769
00:44:44,520 --> 00:44:45,160
Speaker 3: That's nice.

770
00:44:45,440 --> 00:44:47,760
Speaker 2: Yeah, but that's the thing I'm not even see.

771
00:44:47,800 --> 00:44:50,799
Speaker 3: Why can't you be happy ed exactly for.

772
00:44:51,560 --> 00:44:56,920
Speaker 2: Look plug plug clickluck plug click. It's the thing is

773
00:44:57,080 --> 00:44:59,560
Speaker 2: I love my dud dud's, my gizmo's. I love seeing

774
00:44:59,600 --> 00:45:03,200
Speaker 2: like the TVs when nice there's big old TVs. We

775
00:45:03,840 --> 00:45:04,880
Speaker 2: like a big television.

776
00:45:05,320 --> 00:45:09,560
Speaker 3: Some computer cases that looked interesting, but even those, even

777
00:45:09,640 --> 00:45:13,120
Speaker 3: those well so even those the public doesn't know some

778
00:45:13,160 --> 00:45:17,359
Speaker 3: of this yet, they will soon. But the preview is

779
00:45:17,400 --> 00:45:22,879
Speaker 3: that even the cases that are nice are nested in

780
00:45:23,400 --> 00:45:27,960
Speaker 3: bad things that are about to happen. And it's because

781
00:45:28,160 --> 00:45:30,840
Speaker 3: the companies like the computer case and the cooler companies

782
00:45:31,600 --> 00:45:35,959
Speaker 3: cannot survive when people can't afford to buy a stick

783
00:45:36,120 --> 00:45:41,560
Speaker 3: ram and oh yeah there's like as of the last week,

784
00:45:41,719 --> 00:45:45,080
Speaker 3: two major companies in the computer case and cool inside

785
00:45:46,200 --> 00:45:51,359
Speaker 3: have terminated. Basically, they're like entire staff for one of them,

786
00:45:51,400 --> 00:45:53,640
Speaker 3: and then the significant amount of the staff for the other,

787
00:45:54,239 --> 00:45:57,000
Speaker 3: and so it's in these companies are companies that just

788
00:45:57,080 --> 00:46:01,480
Speaker 3: showed actually pretty cool cases at yes, you know, but

789
00:46:01,520 --> 00:46:04,799
Speaker 3: then it's it's sort of the last hurrah what they

790
00:46:04,840 --> 00:46:07,279
Speaker 3: can get across the line, and then they're just out

791
00:46:07,320 --> 00:46:07,720
Speaker 3: of money.

792
00:46:08,520 --> 00:46:13,480
Speaker 2: Yeah, it's I mean, I don't know. I have also

793
00:46:13,480 --> 00:46:15,960
Speaker 2: had the opposite, like a few weeks, like maybe a

794
00:46:15,960 --> 00:46:17,680
Speaker 2: month ago, I had I was like, I like the

795
00:46:17,719 --> 00:46:20,480
Speaker 2: iPhone Air and I got so many comments people, you

796
00:46:20,560 --> 00:46:23,319
Speaker 2: fucking chill you thought you could, you could fuck and

797
00:46:23,400 --> 00:46:26,680
Speaker 2: chill Apple. It's true. Apple has tons of shitty things,

798
00:46:26,760 --> 00:46:30,439
Speaker 2: like they their app store is a horrifying mob like thing.

799
00:46:30,920 --> 00:46:34,520
Speaker 2: They won't take they won't take X's child porn generateor down,

800
00:46:34,560 --> 00:46:37,440
Speaker 2: but they will take down like the ice app. Like

801
00:46:37,480 --> 00:46:40,439
Speaker 2: it's it's very Yeah, it's very like there are tons

802
00:46:40,440 --> 00:46:43,799
Speaker 2: of bad things. But at the same time, to your point, yeah,

803
00:46:43,960 --> 00:46:48,440
Speaker 2: being negative is kind of just telling people what's happening.

804
00:46:48,600 --> 00:46:51,799
Speaker 2: Like the RAM crisis in and of itself was a

805
00:46:51,840 --> 00:46:55,680
Speaker 2: big conversation during the show, and it's like, yeah, everything

806
00:46:55,760 --> 00:46:57,960
Speaker 2: is going to get more expensive because of this, and

807
00:46:58,000 --> 00:47:02,480
Speaker 2: I think the I think it's odd to not be negative,

808
00:47:03,400 --> 00:47:06,600
Speaker 2: even when like trying to be positive right now makes

809
00:47:06,600 --> 00:47:09,799
Speaker 2: you sound like an insane person xd everything out, being

810
00:47:09,920 --> 00:47:12,640
Speaker 2: like this is the year that agents take over can

811
00:47:12,680 --> 00:47:15,640
Speaker 2: shoome it just you just have to just stop lying,

812
00:47:16,360 --> 00:47:16,680
Speaker 2: like you.

813
00:47:16,680 --> 00:47:19,600
Speaker 3: Just stop lying from it where it's like, yeah, I

814
00:47:19,640 --> 00:47:23,080
Speaker 3: can I can find a computer case to be happy about.

815
00:47:23,440 --> 00:47:26,960
Speaker 3: H and we will, you know, we'll publish reviews of

816
00:47:27,040 --> 00:47:31,880
Speaker 3: products that are good. But yeah, you just you can't

817
00:47:31,880 --> 00:47:36,120
Speaker 3: strip out the general undertone because I don't know, I've

818
00:47:36,200 --> 00:47:39,920
Speaker 3: I've even seen some comments about that where there was

819
00:47:39,960 --> 00:47:42,719
Speaker 3: one that I agreed with, I didn't disagree with at all,

820
00:47:42,800 --> 00:47:45,120
Speaker 3: but where the guy referenced an ad we had for

821
00:47:45,160 --> 00:47:49,120
Speaker 3: a thermal take case in a video and and I

822
00:47:49,200 --> 00:47:51,879
Speaker 3: always wanted to heart it too, and he said, oh,

823
00:47:52,000 --> 00:47:54,520
Speaker 3: this case looks awesome. It'll be great to put the

824
00:47:54,760 --> 00:47:57,640
Speaker 3: nothing inside of it that I can afford. Yeah, see

825
00:47:57,640 --> 00:48:02,919
Speaker 3: it out. And I don't blame them letely agree. So yeah,

826
00:48:02,920 --> 00:48:05,520
Speaker 3: it's just I don't know, I've never seen it this bad.

827
00:48:05,600 --> 00:48:09,360
Speaker 3: And it's not just technology. It's just like, uh, or

828
00:48:09,360 --> 00:48:12,000
Speaker 3: I should say, it's not just consumer gaming, it's technology

829
00:48:12,120 --> 00:48:16,880
Speaker 3: sort of broadly has this this problem, and it's AI

830
00:48:17,239 --> 00:48:21,000
Speaker 3: and the need to keep this bubble inflated has crept

831
00:48:21,040 --> 00:48:23,919
Speaker 3: into everything, including just if you want to go buy

832
00:48:25,160 --> 00:48:29,239
Speaker 3: groceries or whatever, you know where they're manipulating pricing in

833
00:48:29,280 --> 00:48:29,880
Speaker 3: some stores.

834
00:48:29,960 --> 00:48:32,840
Speaker 2: So well, I think what my whole thing is my

835
00:48:32,960 --> 00:48:36,840
Speaker 2: rot economy, all the growth that all costs thing like

836
00:48:36,920 --> 00:48:39,440
Speaker 2: I like, of course that is my bit, but it

837
00:48:39,560 --> 00:48:41,560
Speaker 2: is kind of that. It's they've chased out all the

838
00:48:41,600 --> 00:48:46,399
Speaker 2: people that run these companies that make actual technology and

839
00:48:46,480 --> 00:48:49,640
Speaker 2: those that have those that have remained, those that those

840
00:48:49,640 --> 00:48:52,920
Speaker 2: that are actually run by technology people are technologist like

841
00:48:53,040 --> 00:48:56,000
Speaker 2: Elisa Sarra or Jensen Want are just like fuck it,

842
00:48:56,520 --> 00:48:58,880
Speaker 2: Number co Op. We must buy as much as possible,

843
00:48:58,920 --> 00:49:02,440
Speaker 2: we must sell as much as everything, must have every ramstick.

844
00:49:03,000 --> 00:49:07,880
Speaker 2: I just I think the a reckoning is coming for

845
00:49:08,040 --> 00:49:11,480
Speaker 2: everything related to technology, and I think it is going

846
00:49:11,520 --> 00:49:14,160
Speaker 2: to be bloody, not literally, but I think it's got

847
00:49:14,440 --> 00:49:17,880
Speaker 2: like most of ces La lam rappers.

848
00:49:17,680 --> 00:49:21,480
Speaker 3: Right, like what was it called something with a queue

849
00:49:21,480 --> 00:49:22,520
Speaker 3: for Lenovo.

850
00:49:22,680 --> 00:49:27,399
Speaker 2: Quit Hero Kira Yeah, yeah, just like everything had an

851
00:49:27,440 --> 00:49:31,120
Speaker 2: ELM and they were I think consumers are also aware

852
00:49:31,160 --> 00:49:34,400
Speaker 2: they're being lied to in a way that they're not usually.

853
00:49:34,640 --> 00:49:38,320
Speaker 3: Right and not usually lied to or not usually aware.

854
00:49:38,640 --> 00:49:42,520
Speaker 2: They're usually not aware of it or at the the

855
00:49:42,600 --> 00:49:45,080
Speaker 2: wank is not as whang. The wank has never been

856
00:49:45,120 --> 00:49:50,120
Speaker 2: this wanky. It's never been so bad that right now

857
00:49:50,160 --> 00:49:53,439
Speaker 2: it's the wank. It's the peak wank. Yeah, that's that's good.

858
00:49:53,480 --> 00:49:56,480
Speaker 2: I'm gonna write that down. But it's I think it's

859
00:49:56,480 --> 00:49:59,839
Speaker 2: also the it's never hurt this much like. It's never

860
00:50:00,120 --> 00:50:03,080
Speaker 2: in a case where it's like, hey, everything's getting more

861
00:50:03,120 --> 00:50:04,920
Speaker 2: expensive because we must buy all the RAM for this

862
00:50:05,000 --> 00:50:07,319
Speaker 2: thing you don't like. Also, this thing you don't like,

863
00:50:07,360 --> 00:50:09,520
Speaker 2: we're going to tell you it does things that it doesn't,

864
00:50:09,719 --> 00:50:11,759
Speaker 2: but you're gonna need to adopt it now or you'll

865
00:50:11,800 --> 00:50:13,960
Speaker 2: be left behind. By the way, you should be scared

866
00:50:13,960 --> 00:50:15,839
Speaker 2: for your job because you're going to be overtaken by

867
00:50:15,840 --> 00:50:18,200
Speaker 2: the software that doesn't work that's making everything more expensive.

868
00:50:18,760 --> 00:50:21,279
Speaker 2: I just think it's pushing people to a limit. And

869
00:50:21,280 --> 00:50:23,280
Speaker 2: I even said this on the show. I'm not buying

870
00:50:23,560 --> 00:50:26,439
Speaker 2: new electronics for a while. I'm for the first time

871
00:50:26,480 --> 00:50:28,680
Speaker 2: in like seventeen generations, I'm not going to buy the

872
00:50:28,719 --> 00:50:31,839
Speaker 2: next iPhone. I'm going to buy used for as long

873
00:50:31,920 --> 00:50:34,919
Speaker 2: as humanly possible. My MacBook here is like three years old.

874
00:50:35,080 --> 00:50:37,480
Speaker 2: I don't know why i'd update that, because I think

875
00:50:37,520 --> 00:50:43,319
Speaker 2: that that's the only thing that will possibly shift. And

876
00:50:43,360 --> 00:50:46,879
Speaker 2: also new electronics are not as like there's not really

877
00:50:46,920 --> 00:50:47,960
Speaker 2: anything new either.

878
00:50:48,440 --> 00:50:52,319
Speaker 3: Yeah, I mean I feel the same way with Uh.

879
00:50:53,400 --> 00:50:56,400
Speaker 3: I don't know. I went through and canceled some subscriptions

880
00:50:56,440 --> 00:51:01,480
Speaker 3: to software Company, which is just my favorite thing, toscribed. Yeah,

881
00:51:01,560 --> 00:51:03,759
Speaker 3: and you know, part of the reason I was canceling them,

882
00:51:03,880 --> 00:51:05,400
Speaker 3: I was like, I don't know, maybe we have a

883
00:51:05,520 --> 00:51:07,239
Speaker 3: use for this couple times a year. We probably get

884
00:51:07,239 --> 00:51:09,000
Speaker 3: the we probably get the value out of it. But

885
00:51:09,640 --> 00:51:13,280
Speaker 3: I just it's it's the smallest form of protest, I guess,

886
00:51:13,320 --> 00:51:16,759
Speaker 3: and it for me, it felt like putting your money

887
00:51:16,800 --> 00:51:18,560
Speaker 3: where your mouth is a little bit. You know, if

888
00:51:18,560 --> 00:51:20,240
Speaker 3: I'm going to complain about all this shit, I should

889
00:51:20,239 --> 00:51:23,439
Speaker 3: at least stop feeding into some of it. Yeah, and

890
00:51:24,200 --> 00:51:27,760
Speaker 3: I don't know my like. So, I've got three computers

891
00:51:27,760 --> 00:51:30,160
Speaker 3: I use regularly, two at the office, one home, and

892
00:51:30,560 --> 00:51:33,440
Speaker 3: two of them have ten ADYTI is from what is it,

893
00:51:33,440 --> 00:51:37,839
Speaker 3: twenty sixteen? I think in them seventeen and uh. If

894
00:51:37,880 --> 00:51:42,200
Speaker 3: I play games, it's like, you know, independent developer indie games,

895
00:51:42,320 --> 00:51:44,879
Speaker 3: and they tend to not need ray tracing and they

896
00:51:44,880 --> 00:51:49,160
Speaker 3: play just fine on it. And and at the office,

897
00:51:49,160 --> 00:51:51,719
Speaker 3: I've you know, have newer stuff for video editing, but yeah,

898
00:51:51,880 --> 00:51:55,759
Speaker 3: I I don't know. I think the only concern I

899
00:51:55,800 --> 00:51:59,680
Speaker 3: have with the well, do you just boycott broadly? Do

900
00:51:59,680 --> 00:52:02,440
Speaker 3: you try and organize or whatever a boycott or I

901
00:52:02,440 --> 00:52:04,799
Speaker 3: think the only conturn I have is it seems that

902
00:52:04,800 --> 00:52:10,120
Speaker 3: these companies can if you don't want it, fine, they

903
00:52:10,200 --> 00:52:12,839
Speaker 3: want it you know, yeah, you can rent it back

904
00:52:12,880 --> 00:52:13,799
Speaker 3: from them later.

905
00:52:14,160 --> 00:52:17,279
Speaker 2: But right up until they can't. Because the thing I

906
00:52:17,360 --> 00:52:19,480
Speaker 2: keep coming back to is all of this is based

907
00:52:19,520 --> 00:52:22,719
Speaker 2: on that and video the It is the ultimate in

908
00:52:22,800 --> 00:52:25,719
Speaker 2: growth economics because in Vidia reached a point whether like

909
00:52:25,760 --> 00:52:27,560
Speaker 2: we can just set the price to whatever we want

910
00:52:27,600 --> 00:52:31,560
Speaker 2: to eight git like eight b two hundred GPUs in

911
00:52:31,600 --> 00:52:34,920
Speaker 2: a part is what five hundred thousand dollars I reckon

912
00:52:35,000 --> 00:52:37,200
Speaker 2: ve're a Reuben could be like seven hundred thousand dollars.

913
00:52:37,200 --> 00:52:40,120
Speaker 2: They just set the price. And what's funny is people

914
00:52:40,160 --> 00:52:42,080
Speaker 2: will buy it right up until they don't. And when

915
00:52:42,120 --> 00:52:45,640
Speaker 2: I say people, I mean enterprises, right And it's very

916
00:52:45,680 --> 00:52:49,440
Speaker 2: clear that everyone is just in a fuck you customer mode.

917
00:52:50,400 --> 00:52:55,320
Speaker 2: And it's hard to be positive because I I can't

918
00:52:55,320 --> 00:52:58,360
Speaker 2: find anything to like. My favorite my favorite game of

919
00:52:58,440 --> 00:53:00,959
Speaker 2: the last year was Dead Zone Row, which can run

920
00:53:01,040 --> 00:53:04,960
Speaker 2: on most PCs and is on PlayStation five and Xbox

921
00:53:05,680 --> 00:53:10,359
Speaker 2: Series X. Great name and I don't know, like I

922
00:53:10,400 --> 00:53:12,520
Speaker 2: reckon it would probably run on old PCs too.

923
00:53:12,880 --> 00:53:15,399
Speaker 3: Yeah, my favorite game right now is Nova Roma, which

924
00:53:15,480 --> 00:53:18,160
Speaker 3: is a city builder, and hell yeah, it can run

925
00:53:18,200 --> 00:53:22,200
Speaker 3: on probably any computer I've owned since like twenty ten,

926
00:53:22,480 --> 00:53:22,680
Speaker 3: you know.

927
00:53:23,400 --> 00:53:25,719
Speaker 2: And it's just and I think that that, like the

928
00:53:25,760 --> 00:53:27,760
Speaker 2: best thing about the Internet is being able to connect

929
00:53:27,800 --> 00:53:31,680
Speaker 2: to people. Technology has stopped being built for people, so

930
00:53:31,760 --> 00:53:35,720
Speaker 2: I feel like people are just understandably frustrated and tired

931
00:53:35,719 --> 00:53:38,400
Speaker 2: of it. And this CS really did kind of show

932
00:53:38,800 --> 00:53:41,760
Speaker 2: that the companies are in that fuck you consumer mode.

933
00:53:42,200 --> 00:53:45,960
Speaker 2: So if there is I'm always open easy better off

934
00:53:45,960 --> 00:53:49,319
Speaker 2: line dot com. I'll take email, email recommendations for things

935
00:53:49,400 --> 00:53:51,799
Speaker 2: to be excited about in tech. But walking around that

936
00:53:51,840 --> 00:53:55,520
Speaker 2: convention center bringing people in specifically to do that, to

937
00:53:55,600 --> 00:53:59,560
Speaker 2: be like go and find cool stuff. I couldn't I

938
00:53:59,600 --> 00:54:02,160
Speaker 2: talk to eleven journalists on air that week.

939
00:54:02,719 --> 00:54:05,120
Speaker 3: I couldn't really watch that plug though. Yeah.

940
00:54:05,160 --> 00:54:07,880
Speaker 2: The clique, well it's only for England though, so unless

941
00:54:07,880 --> 00:54:10,560
Speaker 2: you go to England, it's not really that excepting.

942
00:54:10,239 --> 00:54:11,920
Speaker 3: I know, you guys get the best end.

943
00:54:12,360 --> 00:54:15,120
Speaker 2: Well. Thankfully I'm in New York though, because otherwise I'd

944
00:54:15,160 --> 00:54:16,960
Speaker 2: have to live in England. And that's the thing, Like

945
00:54:17,000 --> 00:54:19,719
Speaker 2: I couldn't even find an anchor booth. I couldn't even

946
00:54:19,760 --> 00:54:23,080
Speaker 2: find like a delightful charger booth, just if it was

947
00:54:23,120 --> 00:54:24,880
Speaker 2: just like, oh, we've got a cable. That was my

948
00:54:25,160 --> 00:54:27,600
Speaker 2: One of my favorite tech innovations this year is an

949
00:54:27,640 --> 00:54:33,800
Speaker 2: anchor search protector that has USBC cables built into it. Yes, perfect,

950
00:54:34,280 --> 00:54:38,200
Speaker 2: but it's it's like, uh, maybe at the end of

951
00:54:38,520 --> 00:54:41,880
Speaker 2: this era, I think, like you talk about what AMD

952
00:54:42,360 --> 00:54:45,800
Speaker 2: will do if things go wrong, the answer is suffer

953
00:54:45,840 --> 00:54:47,719
Speaker 2: in a way that they should for not building a

954
00:54:47,760 --> 00:54:52,799
Speaker 2: sustainable company. Suffer in a way anyone, any company that

955
00:54:52,880 --> 00:54:54,759
Speaker 2: is put in distress as a result of chasing the

956
00:54:54,800 --> 00:54:57,359
Speaker 2: AI bubble. At this point, I'm kind of like, fuck them.

957
00:54:57,800 --> 00:54:58,640
Speaker 2: I hope they burn.

958
00:54:58,920 --> 00:54:59,160
Speaker 3: Yeah.

959
00:54:59,560 --> 00:55:01,279
Speaker 2: I feel bad for the people that work there and

960
00:55:01,280 --> 00:55:03,719
Speaker 2: get laid off. I really do. The people that should

961
00:55:03,719 --> 00:55:05,359
Speaker 2: suffer of the CEOs.

962
00:55:04,960 --> 00:55:07,560
Speaker 3: Well, and and feel bad for the people who are

963
00:55:07,560 --> 00:55:10,160
Speaker 3: in the wider economy, right who are gonna get.

964
00:55:10,120 --> 00:55:12,520
Speaker 2: Oh gacho, But I mean they're the they're already the

965
00:55:12,600 --> 00:55:14,839
Speaker 2: victims of Yeah.

966
00:55:14,080 --> 00:55:16,160
Speaker 3: But I agree with you, and I also I do

967
00:55:17,640 --> 00:55:22,200
Speaker 3: I know effectively nothing about like macroeconomics or whatever. My

968
00:55:22,719 --> 00:55:28,560
Speaker 3: gut feeling hot take or not. Is the sooner it pops,

969
00:55:29,080 --> 00:55:35,000
Speaker 3: the not necessarily better, but the less damaging it'll normal people. Yes,

970
00:55:35,239 --> 00:55:37,160
Speaker 3: But then at the same time, the longer it goes on,

971
00:55:37,280 --> 00:55:39,960
Speaker 3: probably the you get maximum damage for some of these

972
00:55:39,960 --> 00:55:42,680
Speaker 3: companies or something. You know, more of them are more

973
00:55:42,719 --> 00:55:44,480
Speaker 3: likely to go out of business, which is maybe a

974
00:55:44,520 --> 00:55:47,640
Speaker 3: good thing. I guess it depends you know who it is.

975
00:55:47,719 --> 00:55:51,120
Speaker 2: But well, and as we wrap up today literally is

976
00:55:51,160 --> 00:55:53,920
Speaker 2: recording this, a story just came through that the Chinese

977
00:55:53,960 --> 00:55:56,560
Speaker 2: government has told tech companies that would only approve purchases

978
00:55:56,560 --> 00:55:59,120
Speaker 2: of Nvidia's H two hundred AI chips on the special

979
00:55:59,160 --> 00:56:03,440
Speaker 2: circumstance you know what. To wrap it up, it is

980
00:56:03,480 --> 00:56:07,800
Speaker 2: funny watching China just kind of taught like I've got cats.

981
00:56:08,080 --> 00:56:11,880
Speaker 2: This is how cats play with dying mice. It's like,

982
00:56:12,000 --> 00:56:13,440
Speaker 2: we're gonna we're gonna do this and.

983
00:56:13,480 --> 00:56:14,520
Speaker 3: Say where it was going.

984
00:56:14,920 --> 00:56:17,239
Speaker 2: Let you run away, You're gonna smack you again. Oh,

985
00:56:17,320 --> 00:56:19,000
Speaker 2: I'm gonna get you in now you're gonna run away,

986
00:56:19,160 --> 00:56:21,520
Speaker 2: because it's just like, yeah, well they were I think

987
00:56:21,520 --> 00:56:25,680
Speaker 2: I've read three different stories saying, hey, wow, China is

988
00:56:25,719 --> 00:56:29,239
Speaker 2: gonna buy fifty billion dollars worth of H two hundreds,

989
00:56:29,280 --> 00:56:31,960
Speaker 2: and now it's China isn't gonna do shit, China's just

990
00:56:32,000 --> 00:56:34,200
Speaker 2: playing with you, and it's well.

991
00:56:34,239 --> 00:56:37,799
Speaker 3: And it also XMT is at like five percent or

992
00:56:37,840 --> 00:56:43,919
Speaker 3: whatever the memory supply market right now, Jonathan Memory Technologies.

993
00:56:44,000 --> 00:56:49,520
Speaker 3: They're a Chinese fab silicon fab for memory for like

994
00:56:49,640 --> 00:56:55,080
Speaker 3: year and and they've just taken like five percent out

995
00:56:55,080 --> 00:56:59,080
Speaker 3: of the chunk that was part of the big three Samsung, Aska, Hanicks, Micron.

996
00:56:59,760 --> 00:57:05,520
Speaker 3: And the consumer sentiment as I've never seen more people

997
00:57:06,000 --> 00:57:11,640
Speaker 3: be positive about like Chinese products, where you know, I

998
00:57:11,960 --> 00:57:13,600
Speaker 3: started at the time where it was like if you

999
00:57:13,680 --> 00:57:15,719
Speaker 3: bought something from Ali Express, you were happy if it

1000
00:57:15,760 --> 00:57:19,880
Speaker 3: got there and people were surprised if it worked. And

1001
00:57:20,760 --> 00:57:23,640
Speaker 3: that's just it's the sentiment. It's not necessarily the quality

1002
00:57:23,680 --> 00:57:26,360
Speaker 3: has changed, because like the quality of manufacturing has been

1003
00:57:26,400 --> 00:57:29,880
Speaker 3: pretty good for a long time in China because we

1004
00:57:30,120 --> 00:57:33,040
Speaker 3: you know, it's that's where everything's been made forever. And

1005
00:57:33,560 --> 00:57:35,640
Speaker 3: the thing that I'm seeing shift, though, is the sentiment

1006
00:57:35,680 --> 00:57:40,720
Speaker 3: where now there's almost this like literally any other silicon

1007
00:57:40,800 --> 00:57:45,640
Speaker 3: manufacturer on Earth please save us from these companies. And

1008
00:57:45,720 --> 00:57:48,400
Speaker 3: it looks like it's going to be up to right

1009
00:57:48,440 --> 00:57:50,840
Speaker 3: now Chinese silicon companies, because they're the only ones who

1010
00:57:50,960 --> 00:57:55,080
Speaker 3: kind of have products that are there, you know, starting

1011
00:57:55,120 --> 00:57:55,840
Speaker 3: to make so.

1012
00:57:57,240 --> 00:58:00,920
Speaker 2: Well. On that happy note, Steve, anything coming up you

1013
00:58:00,960 --> 00:58:01,520
Speaker 2: want to plug?

1014
00:58:04,320 --> 00:58:08,720
Speaker 3: We have? Yeah, we do have our data center series

1015
00:58:08,760 --> 00:58:11,480
Speaker 3: we're working on. So we're going to be visiting a

1016
00:58:11,520 --> 00:58:15,160
Speaker 3: bunch of different data centers around the US and covering

1017
00:58:15,200 --> 00:58:20,080
Speaker 3: the story about people, you know, getting screwed by them,

1018
00:58:20,160 --> 00:58:22,640
Speaker 3: and hopefully connect with a bunch of viewers around the

1019
00:58:22,720 --> 00:58:26,520
Speaker 3: US and get their story on how the data centers

1020
00:58:26,520 --> 00:58:31,360
Speaker 3: are coming in and bulldozing literally and metaphorically everything in

1021
00:58:31,400 --> 00:58:35,120
Speaker 3: their path. Yeah, happy, Yeah, Yeah, that's.

1022
00:58:34,960 --> 00:58:37,320
Speaker 2: That's the kind of chip thing. No, it's always good

1023
00:58:37,320 --> 00:58:39,680
Speaker 2: to have you, Steve. Thank you for having us, was

1024
00:58:39,680 --> 00:58:42,240
Speaker 2: having you all us for having you. It's a podcast.

1025
00:58:42,520 --> 00:58:45,240
Speaker 2: Thank you everyone for listening. I've been ed Zytron. Of

1026
00:58:45,320 --> 00:58:47,520
Speaker 2: course we will be back with a monologue this Friday.

1027
00:58:47,920 --> 00:58:57,200
Speaker 2: And thank you, of course for sticking with us during ces. Goodbye.

1028
00:58:59,720 --> 00:59:01,400
Speaker 2: Thank you for listening to Better Offline.

1029
00:59:01,560 --> 00:59:03,960
Speaker 4: The editor and composer of the Better Offline theme song

1030
00:59:04,040 --> 00:59:06,680
Speaker 4: is Matasowski. You can check out more of his music

1031
00:59:06,720 --> 00:59:10,360
Speaker 4: and audio projects at Matasowski dot com, M A T

1032
00:59:10,360 --> 00:59:14,840
Speaker 4: T O S O W s Ki dot com. You

1033
00:59:14,840 --> 00:59:17,360
Speaker 4: can email me at easy at better offline dot com

1034
00:59:17,480 --> 00:59:19,760
Speaker 4: or visit better offline dot com to find more podcast

1035
00:59:19,840 --> 00:59:23,160
Speaker 4: links and of course, my newsletter. I also really recommend

1036
00:59:23,160 --> 00:59:25,120
Speaker 4: you go to chat dot where's youreaed dot at to

1037
00:59:25,200 --> 00:59:28,000
Speaker 4: visit the discord, and go to our slash Better Offline

1038
00:59:28,040 --> 00:59:29,120
Speaker 4: to check out our reddit.

1039
00:59:29,880 --> 00:59:31,240
Speaker 2: Thank you so much for listening.

1040
00:59:32,080 --> 00:59:34,760
Speaker 1: Better Offline is a production of cool Zone Media. For

1041
00:59:34,880 --> 00:59:38,040
Speaker 1: more from cool Zone Media, visit our website cool Zonemedia

1042
00:59:38,120 --> 00:59:40,959
Speaker 1: dot com, or check us out on the iHeartRadio app,

1043
00:59:41,000 --> 00:59:43,680
Speaker 1: Apple Podcasts, or wherever you get your podcasts.

1044
01:00:00,240 --> 01:00:00,280
Speaker 3: H