Speaker 1: Alzo Media.
Speaker 2: Hello and welcome to Better Offline. I'm your host ed
Speaker 2: ze Tron. We're back in the normal verse after nineteen
Speaker 2: hours of CS coverage. As ever by the merchandise in
Speaker 2: the links in the show notes and subscribed to my
Speaker 2: freaking premium newsletter. Got a banger of a beast coming
Speaker 2: out Friday. But today we're talking once again to the
Speaker 2: incredible Steve Burke of Gamers. Next as how you doing Steve.
Speaker 3: I'm doing well.
Speaker 2: How about you doing all?
Speaker 3: Right?
Speaker 2: After post CS and just feeling like I was drowning
Speaker 2: in nothing is the best way to put out?
Speaker 3: Yeah, I mean it was definitely. The keynotes were a
Speaker 3: lot of air.
Speaker 2: Yes, yeah, I mean we can start within video, I
Speaker 2: think because I watched that one in person, and the
Speaker 2: funniest thing was we get there and they're like, there's
Speaker 2: you have to do. This is like a massive line
Speaker 2: rounded around the corner, and then there was a different
Speaker 2: line where everyone lined up, only to find out that
Speaker 2: that was actually the line for the viewing party, and
Speaker 2: then they let us in and it was standing room only.
Speaker 2: Then someone came around and said, actually there were seats,
Speaker 2: and then the actual presentation felt like they just stapled
Speaker 2: together a few GtC speeches and then gave up, Yeah,
Speaker 2: like go.
Speaker 3: Then video one was like, uh, that one I was
Speaker 3: watching with someone on the team, and I want to
Speaker 3: say the whole thing was maybe like ninety two or
Speaker 3: ninety three minutes. And then they had the lead in
Speaker 3: as well, and it was you know, the frustrating thing
Speaker 3: for me was they had actual news. So on the
Speaker 3: consumer side they had some news the Lusus four point
Speaker 3: five or some other stuff, didn't really get to mention
Speaker 3: that all the keynote. And then even on the enterprise side,
Speaker 3: it was like they bury the vera Ruben stuff an
Speaker 3: hour deep and they had published this huge article that
Speaker 3: was actually pretty interesting on their website about the architecture,
Speaker 3: and none of it made it in.
Speaker 2: What was was a lot of the vera Uben stuff
Speaker 2: wasn't new though, Like they announced the six so called
Speaker 2: new chips that went into it. That was all announced,
Speaker 2: like every single one, and they didn't even talk about
Speaker 2: the interesting part, which was they really buried the fact that, yeah,
Speaker 2: the actual the next stage of this whatever this is
Speaker 2: to make it faster and whatever, isn't just the power
Speaker 2: of the GPU, but the surrounding hardware, the networking, the
Speaker 2: RAM and so on and so forth, and storage, which
Speaker 2: is actually kind of interesting to me. None of that shit, no.
Speaker 3: No, no, Yeah, and Intel did a similar thing where
Speaker 3: Intel re announced Panther Lake. They had a little more
Speaker 3: detail this time, just I guess like Nvidio had a
Speaker 3: little more detail, you know, on Viera Ruben. But ultimately
Speaker 3: it's a thing that was announced months ago and it
Speaker 3: was just I don't know. The whole show is kind
Speaker 3: of weird. I think easily the worst cees that I've
Speaker 3: ever personally witnessed. Uh and uh yeah it was. It's
Speaker 3: just there's the strangest thing to me was when AMD
Speaker 3: pulled the White House up on stage.
Speaker 2: Actually I missed AMD. Tell me what happened in that
Speaker 2: when we can go back to in video in a minute.
Speaker 2: I missed AMD just because the concussion. I sustained watching
Speaker 2: Jensen talk. But what happened with AMD? What did they do? Yeah?
Speaker 3: I think if you watched another keynote after that, he yeah,
Speaker 3: I went in the hospital. So yeah, it was AMD.
Speaker 1: Was they?
Speaker 3: So they have a new CPU. They have a ninety
Speaker 3: eight fifty x MED which is a refresh and a
Speaker 3: little bit faster clock. It's like four hundred megger hearts
Speaker 3: or something. Did not mention it a single time they
Speaker 3: talked about their helios racks, so they're kind of er rubin,
Speaker 3: you know, equivalent discussion.
Speaker 2: Yeah, so AIGPU ranks.
Speaker 3: Yeah. And then the part that was strange and different
Speaker 3: from even in videos was when they pulled up I
Speaker 3: think his name is Michael Krasios. He's a technology policy
Speaker 3: like head advisor for the White House. They pulled him
Speaker 3: up on stage and had this clearly rehearsed, scripted conversation.
Speaker 3: And this is the guy who is leading sort of
Speaker 3: the the federal government charge on stripping down states rights
Speaker 3: for data center and AI regulation, and even on stage
Speaker 3: he was talking about how they've been getting rid of
Speaker 3: these obstructions to AI and data center development, and it's
Speaker 3: just I don't know. I was like, I don't know
Speaker 3: what the fuck I'm watching because it's like it's CES,
Speaker 3: which is put on by the Consumer Technology Association and
Speaker 3: they have a consumer product. They didn't mention it, and
Speaker 3: now we're having a White House government policy meeting on
Speaker 3: AI on stage in front of an audience. You know,
Speaker 3: It's like, what am I watching?
Speaker 2: Yeah? And on top of that didn't Greg Brockmann from
Speaker 2: Open Aye show up. Yeah, that fucking guy AI for
Speaker 2: everyone everywhere, everything at once.
Speaker 3: I guess yeah, he he he he, I don't. I
Speaker 3: don't know, man, he like told some stories I questioned
Speaker 3: the veracity of about how AI has saved the lives
Speaker 3: of people and oh blah blah blah. And then they
Speaker 3: talked about a child management optimization what what he had
Speaker 3: a He had a line about everyone, you know, raise
Speaker 3: your hand if you've had an important moment in your
Speaker 3: life and something has happened to you, like the birth
Speaker 3: of a child. And I'm not even I'm not trying
Speaker 3: to make it ridiculous, like that is basically what he said.
Speaker 3: And audience is dead silent. Yeah, and then he talks
Speaker 3: about how, yeah, the goal is to get there and
Speaker 3: have AI provide these or help with these important moments
Speaker 3: and optimize them. And this after he's talking about managing
Speaker 3: you know, children and you had of course managing children,
Speaker 3: well you had Sam Altman on.
Speaker 2: A Jimmy Fallon. I love going on TV just be like,
Speaker 2: I don't know what to do chat GPT. Yeah, it's
Speaker 2: it's so weird. It feels like living, it feels like
Speaker 2: living through a giant gas lighting, just like everybody pretending
Speaker 2: and I'm gonna guess, I'm gonna guess. Nobody brought up
Speaker 2: the data centers they're meant to be building for this
Speaker 2: year either. They just were like, we love we love
Speaker 2: number go up, don't we folks.
Speaker 3: Yeah, I mean if they didn't, there wasn't any detail really, yeah,
Speaker 3: no specifics.
Speaker 2: And also to your point, Consumer Electronics Show, Consumer for
Speaker 2: the for the consumers.
Speaker 3: Yeah, nothing again owned by the Consumer Technology Association. So
Speaker 3: it's like the I don't know, the whole thing was
Speaker 3: just it's fine if that's what you wanted to be, fine, right,
Speaker 3: but like that's a different show.
Speaker 2: Yeah, but we were promised and back to in video
Speaker 2: for a second. I will also say that it was
Speaker 2: fucking I give Jensen want some real credit here, And
Speaker 2: that's if you were going to start your it's your
Speaker 2: it's really a make or break here for AI. The
Speaker 2: first thing I think when I'm thinking AI make or break,
Speaker 2: I've got to really blow the stocks off is half
Speaker 2: of the show, like forty five minutes straight about the
Speaker 2: fucking omnibus.
Speaker 3: Oh yeah.
Speaker 2: I sat there and I had David Roth from DEFECTO
Speaker 2: with me trying to explain what the omniverse was and
Speaker 2: just being like, I think it's computer simulations.
Speaker 3: Yeah, so that's seeing if you're talking about and videos omniverse. Yes, yeah,
Speaker 3: it's there, Like you can use it if I remember
Speaker 3: it correct, that you can use it to make digital
Speaker 3: twins of things. Yeah, like or at least that's their
Speaker 3: buzzword for it. But yeah, they've had some examples in
Speaker 3: the past of using it for like logistics mapping and
Speaker 3: for planning around things like typhoons and Taiwan and simulations.
Speaker 2: Yeah. Interesting Yeah, well interesting isn't the word. It wasn't interesting.
Speaker 2: It was so very it was so very boring.
Speaker 3: Well, you know, I've seen but I've seen some. It's funny.
Speaker 3: Some of the limited sort of pushback I've seen online
Speaker 3: against the negativity about what's going on right now has
Speaker 3: just been well, why is every one so negative? Everybody's
Speaker 3: everyone's very critical. Everything's dumerism, it's Ai doomerism, it's you know,
Speaker 3: it's it's very negative. And you know, I read that stuff.
Speaker 3: I try to factor it and consider it. And like,
Speaker 3: we ran a piece that was really positive today as
Speaker 3: a palate cleanser after CS because cs was actually genuinely awful.
Speaker 3: What do you think about that, because that's that's uh
Speaker 3: I'm sure you see that too.
Speaker 2: Well. I mean when he says AI doomerism, is he
Speaker 2: talking about the people saying that the bubble will burst?
Speaker 3: If we're talking Jensen Huan, then I think, yeah, he
Speaker 3: just did an interview with some podcast. I think it's
Speaker 3: called no Priors or something, and uh, oh, yes, it
Speaker 3: would be no Prior yeah, and so in that he
Speaker 3: said for him, I think dumerism is, to use his words,
Speaker 3: like the science fiction version of AI in the future.
Speaker 2: Okay, I if he's saying that's bad, I agree because
Speaker 2: but not for the reason he probably says it's bad
Speaker 2: because he doesn't want people to be scared of AI
Speaker 2: so they keep buying it. I say it's bad because
Speaker 2: it's a lie, because they because they're lying. They're lying
Speaker 2: about it. They're just they're making stuff up. It's just
Speaker 2: just lying.
Speaker 3: Oh it's interesting too, because you could you could spin
Speaker 3: that both ways. But it's like it could be the
Speaker 3: well we're talking about the companies. You know, their version
Speaker 3: of AI in the Future is also a science fiction
Speaker 3: it's just the utopia version.
Speaker 2: Uh yes, and like.
Speaker 3: There's yeah, there's there's ground between Terminator and Utopia, but
Speaker 3: it's kind of a hand wavy dismissal right, to just
Speaker 3: be like all this negativity is is unreasonable. And in
Speaker 3: that same interview he was talking about how it's it's
Speaker 3: sort of hurtful I think was the word he used
Speaker 3: or harmful, uh and and you know, damaging, And the
Speaker 3: general vibe I got was like, this negativity is hurtful
Speaker 3: to society as a whole. Can't you please buy my product?
Speaker 2: Well that was the weird thing as well, like they
Speaker 2: did the whole Vera Ruben song and dance at that presentation,
Speaker 2: and they didn't they're not talking pricing yet, they're not
Speaker 2: talking about anything. And then they made the comment where
Speaker 2: it's like and Vera Ruben is now in manufacturing and
Speaker 2: dead silent, just dead sub partly because that doesn't mean anything.
Speaker 2: I assume, I'm gonna be honest, I assumed it was
Speaker 2: in manufacturing. They're meant to be shipping them soon, like right,
Speaker 2: what was with people? Were people like, oh, they haven't
Speaker 2: put them together yet. They just I don't know, And
Speaker 2: there was that I think it was Patrick moorehead as well.
Speaker 2: During it who was saying, like, you know, the crowd
Speaker 2: went wild, which it didn't this crowd. The crowd went
Speaker 2: to quote someone on Twitter, the crowd went mild was
Speaker 2: the best way of putting it.
Speaker 3: Yeah. You could hear like a couple claps.
Speaker 2: You know, Yeah, and I could. I've never and I've
Speaker 2: watched a lot of press conferences, good and bad. I've
Speaker 2: never heard a cough.
Speaker 3: And it was just like, yeah, I mean, if you
Speaker 3: dropped your phone after that, you would have heard it
Speaker 3: on Yes on the crowd Mike.
Speaker 2: But another great part of that was the the robots.
Speaker 2: And he brought in the robots, which I did not
Speaker 2: realize was Star Wars robots. He kind of muttered it
Speaker 2: under his breath, and I thought, oh, he just thinks
Speaker 2: Star Wars is about robots, I get. I just thought
Speaker 2: it was like almost a boomery thing. It was like, yeah,
Speaker 2: you know, robots, but apparently it's the robots from Jedi
Speaker 2: Fallen Order. It is. Yeah, that's so weird.
Speaker 3: Because he brought them out. The long reason I know
Speaker 3: that is because they brought them out last time as well.
Speaker 3: I think COMPUTEXT or GtC.
Speaker 2: That's so sad.
Speaker 3: Yeah, and so last time they brought them out. That
Speaker 3: was when he was I don't know if he was
Speaker 3: actually frustrated, if he was like joking frustrated, but they
Speaker 3: weren't responding to the commands properly, and they got kind
Speaker 3: of stuck. The green one wouldn't move. This time, they
Speaker 3: responded to the commands more. But it was strange because
Speaker 3: there he was using the second person you from that
Speaker 3: point on, and sometimes it wasn't clear to me if
Speaker 3: he was talking to the audience or to the customer
Speaker 3: or to the robots. And he was talking to the robots.
Speaker 3: He was like there was one I didn't talk about
Speaker 3: this in the video, but there's a clip we've used
Speaker 3: where he says he's talking to the robot and he says,
Speaker 3: and we're actually gonna give you're gonna be born in
Speaker 3: these systems. Yes, that was so he had this like
Speaker 3: give birth, you know, and then he cut himself off.
Speaker 3: I was like, what the hell?
Speaker 2: He was so strange, and he was like to and
Speaker 2: he talked to them for what felt like an hour.
Speaker 2: It was like they're twenty or thirty minutes, and he
Speaker 2: was like, yogot, this is how we build you. And
Speaker 2: he turned and he looked at the picture of the
Speaker 2: robots behind him that was from GtC, like we've seen
Speaker 2: that picture before. He's like, this is where we're traying.
Speaker 2: These are your these are They're like you, these are
Speaker 2: your friends, And it's just like, mate, you are worrying
Speaker 2: a I assume twenty five thousand dollars leather jacket. Your
Speaker 2: company is the largest on the stock market. Why are
Speaker 2: you talking to them? To quote David Rath from DEFECTA,
Speaker 2: like you're offering them skittles? Like it was so bizarre it.
Speaker 2: I think that we're going to look back on that
Speaker 2: press conference as like the top because I went and
Speaker 2: I rewatched GtC twenty twenty five. I watched some of
Speaker 2: his other like even his analyst things. He used to
Speaker 2: have this like braggadacious swagger. He would trot around. He
Speaker 2: had a big smart Even last CS he had he
Speaker 2: did the Avengers sheet, like the Avengers shield, They're they're
Speaker 2: gonna eat melted me about the Avenger shield, the Captain
Speaker 2: America shield thing, and like he he felt kind of
Speaker 2: like up and at them. This time he was like, ah,
Speaker 2: you know, got some shit. I guess you want to look,
Speaker 2: We're gonna maybe do it. I didn't even catch that
Speaker 2: they're planning to do a Robotaxi service. Yeah, I didn't.
Speaker 2: I was watching and listening, but it was not super obvious.
Speaker 3: Yeah, I know some people who were who tried it
Speaker 3: and were like actually impressed by it.
Speaker 2: I mean, it's a Robotaxi. We've the cool but like
Speaker 2: but just also like, you're in video, what are you doing?
Speaker 3: Yeah. We we went back on the team here and
Speaker 3: we were looking at some of their older keynotes because
Speaker 3: I was basically has it always been, like I'm just
Speaker 3: not remembering it right? And no, I mean they were
Speaker 3: a lot tighter in the past. Like if you go
Speaker 3: back to nine hundred series ten series era keynotes and
Speaker 3: how long ago is that, That'd be twenty fifteen, twenty sixteen, right,
Speaker 3: maybe twenty fourteen. Yeah, and yeah, so you go back
Speaker 3: to that reigne of two to three years and generally
Speaker 3: they were tighter together. It's interesting how much I mean
Speaker 3: we all change. Certainly, I've my hosting style has changed
Speaker 3: on camera. You know, if you're running ten years apart,
Speaker 3: then yeah, it's like a totally different person. But it
Speaker 3: is interesting though to see his change in particular where
Speaker 3: the the gaffs and the sort of silliness. Back then,
Speaker 3: they were more of like your your uncle is telling old,
Speaker 3: tired jokes that you've heard a million times, but you know,
Speaker 3: but it was like it was a likable style and
Speaker 3: now it's just like, instead the jokes are things that
Speaker 3: I don't know. You're just kind of like you should
Speaker 3: have to fuck up?
Speaker 2: Can you tell me about do you have a graphics god?
Speaker 2: You could show me? Can I see a graphics god?
Speaker 2: What are you talking about? Yeah? What do you? And
Speaker 2: he also just psychoanalyzing Jensen woea. But he seemed unconfident,
Speaker 2: Like even when he was being a huge asshole last
Speaker 2: year when he was like saying, you broke the audio
Speaker 2: thing to the guy he named right, even then he
Speaker 2: seemed confident. He seemed excited. He was kind of like, yeah,
Speaker 2: let's go this year. He was like, and we've got
Speaker 2: we've got some you want to see the omnibus. I
Speaker 2: guess look Fear of Rube and it's so powerful. There
Speaker 2: were less slides. Yeah, I actually fly went lot. I mean,
Speaker 2: he just kind of seemed like he didn't have anything new,
Speaker 2: probably because he didn't.
Speaker 3: It's so weird though, because like at least with and
Speaker 3: not to make it all about gaming, but you know,
Speaker 3: it's it's kind of like if you're gonna make space
Speaker 3: for robotaxis and for robots and AI and omniverse and okay,
Speaker 3: so there's a little carve out for everybody. Everybody's got
Speaker 3: there ten or twenty minutes, and it's the gaming stuff.
Speaker 3: It's like there was actually new stuff there, and it
Speaker 3: could have replaced any number of other things. But I
Speaker 3: was almost just uncertain if do they feel like the
Speaker 3: gaming topics sort of devalue what they do in the
Speaker 3: business enterprise world, like they if they talk about gaming
Speaker 3: for you know, five minutes in the keynote, are they
Speaker 3: worried their stock price is gonna go to our Yeah?
Speaker 3: Like I couldn't figure out why I wouldn't get a presence.
Speaker 2: I mean, I think I think they're just scrambling. I
Speaker 2: don't think they know what to do anymore. There's a
Speaker 2: lot of the kind of key jingling going on. I
Speaker 2: think they just like have fucked. But even then that
Speaker 2: was what that's actually I don't know if I actually
Speaker 2: agree with that thinking about it, because why did you
Speaker 2: talk about the omnibus? Why talk about that at all?
Speaker 2: When you don't appear to be able to explain what
Speaker 2: it is. But I think I talk to a few
Speaker 2: analysts AFT towards as well, like good ones that you
Speaker 2: know what they're talking about, so not the one's on Twitter,
Speaker 2: and all of them pretty much came the same conclusion,
Speaker 2: which was, this was a half hearted attempt to claim
Speaker 2: the GPUs can do something else.
Speaker 3: Oh yeah, sure, yeah, trying to start creating a carve
Speaker 3: out for if if interest wanes or whatever and the
Speaker 3: other you know, an AI or other applications didn't.
Speaker 2: Really work because it was impossible to it was impossible
Speaker 2: to actually divine what it was they were selling. Also,
Speaker 2: it didn't help that that morning the Information put out
Speaker 2: story saying the Omnipus sugged that like nobody would buy it.
Speaker 2: It did, but that was crazy though. That was one
Speaker 2: part of that story that I'm unsurprised that they didn't
Speaker 2: talk about on there. But apparently in Video has been
Speaker 2: paying the cloud. They've been paying various cloud providers money
Speaker 2: to rent capacity so that people can do omniveruse stuff. Yeah,
Speaker 2: but I mean it sucks, like it just doesn't work
Speaker 2: so good because also digital twin stuff is being around
Speaker 2: for a while and I.
Speaker 3: Guess it's yeah, it is interesting, Like, I mean, that
Speaker 3: is one of the ones where the first time I
Speaker 3: saw one of their digital twin demos was before they
Speaker 3: were throwing around AI as much as they are, and
Speaker 3: I was a buzzword, and I mean I do remember
Speaker 3: I was like, okay, I yeah, no, this, I kind
Speaker 3: of get this this And because the example they were
Speaker 3: giving at the time when I first really saw it
Speaker 3: was they had a weather simulation, but they also had
Speaker 3: a warehouse simulation, and they were using it to show,
Speaker 3: you know, at the time, instead of AI, it was
Speaker 3: more commonly referred to as like machine learning, right, and
Speaker 3: using it to show how you might digitally replicate a
Speaker 3: warehouse and all the stocking and then map out how
Speaker 3: people and robots move and interact with the warehouse, right, Like, Okay,
Speaker 3: this I get.
Speaker 2: I mean, this is like, yeah, it makes sense. It
Speaker 2: isn't a complete vaporware.
Speaker 3: Product, But they're not really like that's already been done.
Speaker 3: You know, that's been They showed that a long time ago.
Speaker 2: So it's also just not a sexy story, even though
Speaker 2: it's very likely useful to someone.
Speaker 3: Not an interesting story at the consumer technology association's ces.
Speaker 3: You know, it's like, yeah, oh great, cool, I'll yeah, I'll.
Speaker 2: I can't wait. So I as a consumer technology person,
Speaker 2: we'll look forward to doing something. And it was also
Speaker 2: not obvious what it was meant to be, like he
Speaker 2: didn't do like a traditional product rundown and well, one
Speaker 2: could argue the people that want this don't need that.
Speaker 2: It was still a keynote. Yeah, still a keynote. You're
Speaker 2: meant to be showing things that the keynote.
Speaker 3: Yeah, And I mean I think also he did mention
Speaker 3: palet heer like three, oh, yes.
Speaker 2: He did, just reading a quote from the information. The
Speaker 2: problem might be that and I quote developers who have
Speaker 2: used Omniverse two for building and simulating scenes and objects
Speaker 2: often say the software was hard to use, that it
Speaker 2: easily broken, that its features felt incomplete. So who knows
Speaker 2: what could have happened there? I don't know, I think,
Speaker 2: but Nvidio actually announced stuff though they just chose not
Speaker 2: to announce it at their announcement. Yeah, I mean great,
Speaker 2: what did they announce because I truly missed it. I
Speaker 2: truly I was there.
Speaker 3: Yeah, it's like it wasn't huge. But also they had
Speaker 3: they've had announcements in the past that weren't huge. So
Speaker 3: like back in the day when they were pushing I'm
Speaker 3: trying to remember the name of it, it was like game
Speaker 3: something anyway, they had they had a program where Game Works,
Speaker 3: that's what it was. It had some controversy over the years,
Speaker 3: like all their products, but even when it was just
Speaker 3: game Works, where they were, hey, here's some developer tools
Speaker 3: to make graphics look better, easier, it was kind of
Speaker 3: the pitch. And even when that was it for the
Speaker 3: announcement they didn't have new GPUs, they would still find
Speaker 3: spots to talk about it on stage at keynotes at
Speaker 3: these various shows, and yeah, this time, I mean they
Speaker 3: had DLSS four point five.
Speaker 2: But it's the thing that you can upscale, right, Yeah,
Speaker 2: unless I'm miss unstanding.
Speaker 3: Yeah, it's kind of like more. They've rolled in a
Speaker 3: bunch of things to it now, so it's it's a
Speaker 3: general blanket name to describe the upscaling solution and also
Speaker 3: frame generation and things like that and so so yeah,
Speaker 3: now they have an update to their model. They rolled
Speaker 3: out a transform model last year as opposed to the
Speaker 3: uh neural the CNN model previously, and we tested that
Speaker 3: last year it was improved, and then their new one
Speaker 3: that they have this year, the half step iteration actually
Speaker 3: directly fixes and resolves most of the issues we found
Speaker 3: with the previous one. Yeah, I was like, okay, cool, Yeah,
Speaker 3: they're doing stuff. They you know, they took the feedback,
Speaker 3: they fixed it, and then they don't really show it anywhere.
Speaker 3: It was just kind of disappointing.
Speaker 2: But and so that allows you to run games at
Speaker 2: high resolution or is the frame rate high?
Speaker 3: Just fill that, Yeah, so it sort of fakes it.
Speaker 3: It basically you can run the game as far as
Speaker 3: your computer is concerned. It's being run at a lower resolution,
Speaker 3: so there's a lot fewer pixels, which reduces the load
Speaker 3: on the GPU, especially so if you're on an older
Speaker 3: GPU even more easily run the software to higher performing
Speaker 3: frame rate to get a better experience. And it then
Speaker 3: upscales that lower resolution native render and stitches it back
Speaker 3: together by using machine learned upscaling. And it's one of
Speaker 3: the use cases where it's like not just bullshit two
Speaker 3: letters AI, you know, like it actually does something, and
Speaker 3: so yeah, you get there's there's actually instances now and
Speaker 3: this didn't used to be true, but there's instances now
Speaker 3: rarely where an upscaled output can at times be better
Speaker 3: than a low resolution native output. A lot of that
Speaker 3: has to do with replacing what the game is doing.
Speaker 3: So the game is doing like a temporal anti alias
Speaker 3: and in your place with DLSS, it's going to look
Speaker 3: better and so like it's in I don't know, it's
Speaker 3: that's one of those where it's like the fake frames thing,
Speaker 3: not the biggest fan of, but generally DLSS and the upscaling,
Speaker 3: I think it works fairly well, and they've actually improved
Speaker 3: on it, and they've actually addressed the criticisms and it
Speaker 3: was nowhere to be found in the keynote.
Speaker 2: Yeah, that's it. I get.
Speaker 3: Well.
Speaker 2: I guess the argument being the Okay, they're not going
Speaker 2: to talk about why you don't need a new GPU.
Speaker 3: That's fair. Yeah, but they can't say AI.
Speaker 2: They can say AIS. So it's really really difficult one
Speaker 2: for old Jensen. But you know, moving off of Nvidia,
Speaker 2: I didn't catch it. What did Intel do at CES
Speaker 2: this year?
Speaker 3: Way up to Intel does have actual products that are
Speaker 3: potentially promising. I mean they've got eighteen ins from rolling
Speaker 3: in their new process and what is them that is
Speaker 3: their new process Node where Intel for a while now
Speaker 3: has had to rely on Taiwan Semiconductor Manufacturing Corporation TSMC
Speaker 3: to make their parts. Intel historically has fabbed all of
Speaker 3: its own silicon, and then as its process technology fell
Speaker 3: behind and started losing the race of TSMC, they had
Speaker 3: to take their own in house products and get them
Speaker 3: made by their fab competitor. And now they've gotten some
Speaker 3: of their fabs operational, like one of their new ones
Speaker 3: in the US at least one, it might be two
Speaker 3: to where they're producing their modern, more competitive process technology
Speaker 3: eighteen and Angstrom eighteen A it's called UH, and they've
Speaker 3: rolled out things like backside power delivery, which is a
Speaker 3: more efficient way to deliver power into the CPU. It
Speaker 3: has some benefits where the frequency can be uplifted a
Speaker 3: little bit, a couple percentage points, single digit percentage points.
Speaker 3: And so there's there's actual technology improvements there. Like Nvidia,
Speaker 3: the actual technology and improvements and the engineering got almost
Speaker 3: no airtime at the show. What did they ai?
Speaker 1: Oh?
Speaker 2: What?
Speaker 3: Yeah?
Speaker 2: Sorry?
Speaker 3: I was so. I was so disappointed because it's just
Speaker 3: like man the so you re announced Panther Lake, which
Speaker 3: they announced in October. I think it was.
Speaker 2: M Path lake is the new you see, Yes, thank you, Yes,
Speaker 2: the new SEC solution CPU and yeah for mostly for
Speaker 2: mobile products, handheld laptops and.
Speaker 3: Yeah, and it's kind of like the backside power delivery
Speaker 3: is not a new technology, but it's kind of new
Speaker 3: for being deployed in actual things that you can buy.
Speaker 3: And if you're going to re announce the existence of
Speaker 3: the product, I feel like you might as well take
Speaker 3: the time to just go into detail on the cool
Speaker 3: engineering that makes it actually interesting and potentially competitive. But instead, Yeah,
Speaker 3: they reserve all that time for you know, the usual
Speaker 3: revolving door of executives and suits to come talk about AI.
Speaker 2: But what are they even doing with AI?
Speaker 3: I don't know.
Speaker 4: Oh oh, okay, I thought that rocks.
Speaker 2: You've been in this, You'd be in in hardware for
Speaker 2: decades now, you just who the fuck great stuff? I
Speaker 2: was like.
Speaker 3: Intel, it was It's weird. So I would say if
Speaker 3: I had to rank the keynotes least least worst.
Speaker 2: To best worst, nice, Okay, it would.
Speaker 3: Be I think Intel was the least worst. They were
Speaker 3: not as bad as the others. I watched them among
Speaker 3: the first Little did I know at that point it
Speaker 3: would get worse from there. So I'd put Intel at
Speaker 3: the not as bad scale, uh, and videos in the middle,
Speaker 3: and he's honestly, for me, theirs was the worst.
Speaker 2: I really wish I'd have watched it now.
Speaker 3: Oh it's it sounds you're welcomed. It's still out there.
Speaker 2: Yeah, I could hit myself in the nuts with a
Speaker 2: baseball bat. And that's just really that's that's that sounds
Speaker 2: more fun is He is really depressing though, with Lisa's sue,
Speaker 2: because even a year ago, I would have been like, Okay,
Speaker 2: Lisa is the smart one. Yeah, she's not gonna do
Speaker 2: the key. But but I guess not. I guess it's all
Speaker 2: keys from here on out. Yeah. That's so. It's so weird.
Speaker 2: And I mean I mentioned it earlier and I've ye
Speaker 2: I need to put this in an episode of US
Speaker 2: just a newsletter. But they announced this deal with open
Speaker 2: Ai back in September October last year that they were
Speaker 2: going to build they were going to have the first
Speaker 2: gigawatt of m I four fifty instinct whatever's in a
Speaker 2: data center this year. And I feel like I'm going
Speaker 2: insane because nothing has happened. They haven't raised their guidance,
Speaker 2: they haven't changed anything. They're not. They're not acting as
Speaker 2: if they're going to build it. They're just like, look,
Speaker 2: it's Greg Brockman. You love him, right, Yeah, and he
Speaker 2: just turned like the least charismatic man.
Speaker 3: Yes, story Jensen, Juan his leather jacket.
Speaker 2: Just like, hey guys, yeah, you know, imagine if your
Speaker 2: children could be raised with an AI. Wouldn't that be good?
Speaker 2: They can't do that now, in fact, it can't do
Speaker 2: very much, but what if it could. Welcome to a day.
Speaker 2: This is the Consumer Electronics show. We have no products. Goodbye.
Speaker 3: Yeah, I mean it's am D's in particular. It's just
Speaker 3: like your couent on. Lisa is interesting because you know,
Speaker 3: Jensen absolutely is is intelligent and different multiple different ways.
Speaker 3: And yeah, and so is Lisa. They both have originally
Speaker 3: at least an engineering background. I'm not sure that they
Speaker 3: do much of that now. It's not slight against them,
Speaker 3: but like Lisa, I would say, has had a fairly
Speaker 3: clean reputation of kind of a no bullshit straight shooter. Yeah,
Speaker 3: you know, welcome to our show, here's our stuff, see
Speaker 3: you later. And she's still I would say, it's still
Speaker 3: more of a straight shooter than Jensen. But it's just
Speaker 3: like I don't know, I watched the ay Quy note.
Speaker 3: It's like, oh, okay, you're you're all doing sort of
Speaker 3: the same type of thing right now with the company
Speaker 3: is because it's the same government policy discussions on stage,
Speaker 3: it's the same AI B to B enterprise obsession, data centers,
Speaker 3: and and you just kind of go ah, I thought
Speaker 3: maybe you were different, but yeah.
Speaker 2: You are not only the same, You're really the same
Speaker 2: like you were just it's also very strange based on
Speaker 2: the history, the modern history of like amdvs Nvidia and
Speaker 2: Intel and such, watching a MD being and also ran
Speaker 2: like like, I don't know, I'm not anywhere near as
Speaker 2: bath and this as you, but like I had reached
Speaker 2: a point where it's like, wow, MD isn't a company
Speaker 2: that jumps on shiny objects, or if they do, they
Speaker 2: do so with consideration and thought and how it might.
Speaker 2: Now it's just like, yeah, we're gonna do AI GPUs
Speaker 2: now the ones that are so expensive that the only
Speaker 2: way you can buy them is using debt. That one.
Speaker 2: That's what we're going everything is on this now.
Speaker 3: Yeah, And it's the thing I find if I try
Speaker 3: to take a devil's advocate position I think I think
Speaker 3: the thing I would say would be, well, but if
Speaker 3: they don't try at all, then they get completely left
Speaker 3: behind and there's zero competition for Nvidia. I don't know
Speaker 3: the best responses to that, like other than well you
Speaker 3: could do it in more moderation, or do we really
Speaker 3: have to try? Though? But yeah, you know, I think
Speaker 3: that's probably the response is like, well, what do you
Speaker 3: want them to do? And that's what I see a
Speaker 3: lot of that when I I read a lot of
Speaker 3: the initial comments on content from a place of like
Speaker 3: actually trying to gather sort of feedback. I would say
Speaker 3: the general the general sentiment definitely, at least in our channel,
Speaker 3: is aligned with kind of how you and I are
Speaker 3: both talking right now. If you look at the people
Speaker 3: who are more cynical of the negativity in good faith,
Speaker 3: I think they I do think a lot of times
Speaker 3: it comes down to, well, what would you have them do?
Speaker 3: Almost as if to say, not pursuing you know, infinite
Speaker 3: money glitches is impossible, like you have you literally have
Speaker 3: to pursue an infant money glitch in this market. I
Speaker 3: think that's probably the argument, or maybe that it's idealistic
Speaker 3: to assume that they wouldn't right.
Speaker 2: I think the no, I think you're right. It's just
Speaker 2: the level of maybe they're making the money now, but
Speaker 2: I don't even know if I am d MS these
Speaker 2: days and revenue like it's a hit four point three
Speaker 2: billion in Q three twenty twenty five. I mean, it's like, okay,
Speaker 2: you can get that money the stock. It's good for
Speaker 2: the stock and all that. But the same time, how
Speaker 2: do you walk this back? If you fail? How do
Speaker 2: you walk? But because that's the thing that I keep saying,
Speaker 2: because putting aside how anyone feels about AI in any
Speaker 2: particular moment, it is proof that this is not coming
Speaker 2: out of cash flows, that this has to come out
Speaker 2: of DAM and AMD. I don't know AMD staking their
Speaker 2: entire future on this. It just feels it feels chaotic.
Speaker 2: It doesn't feel like a strategic There is no strategic mote.
Speaker 2: They're not trying to be I'm sure that they'll claim
Speaker 2: there is something, but they're trying like there's no real
Speaker 2: difference other than they're not as powerful and they don't
Speaker 2: have kuda. They're trying with hip dif I guess which
Speaker 2: is their version of kudo.
Speaker 3: Kind of do you think if this all implodes. Do
Speaker 3: you think I saw a comment that was interesting to
Speaker 3: me where no particular evidence or anything, but the guy
Speaker 3: just said if it all collapses, he thought AMD would
Speaker 3: get screwed the most because he said they just don't
Speaker 3: have the cash to deal with the collapse like on
Speaker 3: video does. I mean, what's your take on that.
Speaker 2: I mean, let's see their free cash flow two point
Speaker 2: four billion. I mean it really comes down to the
Speaker 2: cash and hand which I'm gonna look. I'm gonna look
Speaker 2: at live on air. So they got about five billion,
Speaker 2: let's see seven billion on hand. I mean when a
Speaker 2: crash happens, I don't think it's something where in Video
Speaker 2: dies or AMD dies. I think Oracle could. I think Oracle.
Speaker 2: Oracle has negative thirteen billion dollars of cash flow, the're fucked.
Speaker 2: But with AMD, it's like I am not super familiar
Speaker 2: with their finances well enough to say, oh, this will
Speaker 2: mess them up. That being said, they have a much
Speaker 2: much much smaller cushion, right, like their cushion is like
Speaker 2: in video has like tens of billions of dollars in cash.
Speaker 2: I think ah AMD AMD as well. Their business, They've
Speaker 2: they've really had to yank their business yeah, they have
Speaker 2: about seven billion dollars in inventory as well. They've really
Speaker 2: had to yank their business towards AI rather than they've
Speaker 2: had to rush to catch up, which is not great.
Speaker 2: If this explodes, and then the longer it takes for
Speaker 2: this to explode, the better it will be for MD
Speaker 2: just because they will be able to make some sales
Speaker 2: and actually get some instincts out the door. If it
Speaker 2: breaks in the next year, they're in real trouble. And also,
Speaker 2: I personally am looking forward to watching all these companies
Speaker 2: have to explain what they were doing, like hey did.
Speaker 3: Like ideally in front of a congressional committee.
Speaker 2: Yes exactly, or like over a shark tank or something
Speaker 2: like that, like because it's just throughout ces. Actually, I'll
Speaker 2: give you a great example. The worst presentation I watched
Speaker 2: was actually yesterday. Okay, I watched it on the fly
Speaker 2: and it was only five minutes, and it pissed me off.
Speaker 2: So Lenovo, Ah, you remember Lenovo, they make laptops and such,
Speaker 2: Remember that famous famous laptop company, Lenovo. So they rented
Speaker 2: out the Las Vegas sphere Okay, and they get up.
Speaker 2: I'm wondering if I can actually get this get the
Speaker 2: quote of what the CEO said, because the CEO got
Speaker 2: on stage, don't remember his name, not gonna lie. See
Speaker 2: here we go, here we go, and I quote. Nowadays,
Speaker 2: AI is no longer just generating answers, writing code, creating
Speaker 2: images and producing videos. I mean citation needed. AI is
Speaker 2: quickly evolving and gaining new capabilities, sensing our three dimensional world,
Speaker 2: understanding how things move and connect, learning our logic and complexity,
Speaker 2: and interacting with reality in ways never seen before. AI
Speaker 2: is everywhere. So based on that, you would think that
Speaker 2: they would have something new. What they actually had was
Speaker 2: an AI called Kira Qira. That was they called a
Speaker 2: superagent and you'll be shocked to hear. It can summarize things,
Speaker 2: It can tell you what's on your calendar, it can
Speaker 2: look things up. The worst part was because the CEO
Speaker 2: came on did his kind of like word vomit, and
Speaker 2: they just walked off and this unnamed spokes person, this
Speaker 2: woman comes ang. It's like, Kira, what do you see
Speaker 2: around you? And he goes, I see, we're in there.
Speaker 2: It's a big screen and this, that and the other,
Speaker 2: and they say the size of the screen of the
Speaker 2: sphere and it's wrong. It was like a hunt. It
Speaker 2: is just just immediately, but also it's like, wow, that's
Speaker 2: so new, except multimodel AI has been around for years.
Speaker 2: So and then she says, well, Kira, when I have
Speaker 2: some time later, what should I get for my kids?
Speaker 2: So it's just like, oh, great, yeah, you fucking Kira.
Speaker 2: I am? I am. I don't give a fuck about
Speaker 2: my family. What can I do?
Speaker 3: What suld I?
Speaker 2: Yeah, I'm too busy rebranding a chatbot as a new thing,
Speaker 2: and I shit you not. It goes Las Vegas's fashion
Speaker 2: more has some laboo boos that kids will go crazy for. Ye,
Speaker 2: and I was just I was on a plane, so
Speaker 2: I couldn't make the noise I wanted to make, which
Speaker 2: was just a guttural raw, just a just complete disgust.
Speaker 3: I have their press release here and it says it
Speaker 3: is AIH but did you know their definition of AI?
Speaker 3: No tell me because it's not the same as everyone else's. Oh,
Speaker 3: there's Lenovo Kira called a personal Ambient Intelligence system. That's
Speaker 3: Ambient Intelligence AI. It says we'll begin rolling out on
Speaker 3: select Lenovo and Motorola products and it's yeah, so it's
Speaker 3: going to help people move more easily between PCs, tablet
Speaker 3: and phones by keeping tasks connected again see Google Calendar
Speaker 3: or any calendar app.
Speaker 2: Yeah, it was, and like the sphere is that probably
Speaker 2: cost them north of ten million dollars to rent that,
Speaker 2: And then probably that spokesperson was definitely I don't know
Speaker 2: if she worked for Lenovo. She was very clearly like
Speaker 2: a seasoned actor right in the sense that she was lying.
Speaker 2: But it was just it was remarkable because it's it
Speaker 2: was just I've watched a lot of ces keynotes, I've
Speaker 2: gone to a lot of ces is, and I've heard
Speaker 2: a lot of bullshit. This feels like this feels like
Speaker 2: just the year when everybody just gave up on trying.
Speaker 2: They were just like, it's a large language, it's AI
Speaker 2: is large language model. Good you like this, and they
Speaker 2: were claiming it's their own ambient intelligence. You'll be shocked
Speaker 2: to hear it's just connected to Microsoft as.
Speaker 3: You're a great Yeah.
Speaker 2: And then rightly, and she's like, and here I have
Speaker 2: a proof of content. To be clear, this is like
Speaker 2: minutes of her just doing the classical them bullshit. And
Speaker 2: right she says, I have here a proof of concept,
Speaker 2: and what it is is it records what you're saying,
Speaker 2: but only when you give it permission. Oh, and it
Speaker 2: transcribes everything. It's also just yes, I also don't trust that.
Speaker 2: But on top of it, it's like, wow, a device
Speaker 2: that records you in transcribes everything.
Speaker 3: You don't even need AI for that, right, like.
Speaker 2: Alta, Yeah, well literally any LLLM will do this. I
Speaker 2: mean it's almost as if nobody has anything. I mean,
Speaker 2: Lenovo did have this really cool unrolling screen situation that
Speaker 2: was pretty cool. I like that they didn't show that.
Speaker 2: They can't show that. You can't can't be showing interesting stuff.
Speaker 2: You have to show so.
Speaker 3: You can't show the screen products inside of the giant
Speaker 3: El Las Vegas.
Speaker 2: How would people possibly see it? It's so weird.
Speaker 3: It's but I don't so is is.
Speaker 1: I don't know?
Speaker 3: I kind of I almost I want to come back
Speaker 3: to this negativity topic a little bit because it is
Speaker 3: something I've been thinking about a lot lately. We're just like,
Speaker 3: it's you know, we're trying to balance as best we can,
Speaker 3: palate cleansers of there's a lot of bad things. Let's
Speaker 3: make sure we're still trying to get some coverage of
Speaker 3: good things, interesting, fun, education, whatever, but not to the
Speaker 3: point of it just being for purposes of you don't
Speaker 3: want to hide from reality, right, Yeah, so there's got
Speaker 3: to be a balance, But I just it for me,
Speaker 3: the negative things that are going on right now in
Speaker 3: the tech industry have become so intertwined with global economics
Speaker 3: and politics that it's a lot worse, I think than
Speaker 3: just this series of GPUs is bad and you're not
Speaker 3: going to like the frame rate with them, you know,
Speaker 3: it's a lot more wide reaching. And I have a
Speaker 3: hard time like the negativity for me or the criticism.
Speaker 3: The cynicism doesn't it's not an act. It's I actually
Speaker 3: am very concerned about the direction of where things are
Speaker 3: headed right now. Uh, And so I don't know what
Speaker 3: you you know, It's like I don't know what to
Speaker 3: say to someone who's like everything so negative, because we
Speaker 3: put a couple of pieces out that are more positive,
Speaker 3: but you're really you're just kind of hiding from reality
Speaker 3: at some point.
Speaker 2: So yeah, it's it's weird as well, because I mean,
Speaker 2: we did nineteen hours at CES and I asked everyone,
Speaker 2: did you see stuff you liked? And I, shit, you not.
Speaker 2: The most consistent thing I got was, yeah, I saw
Speaker 2: a battery. I liked and every like Cory Doctoro found
Speaker 2: a plug that he really liked.
Speaker 3: Okay, like that goes into a like yeah, like.
Speaker 2: A British plug that has a satisfying metallic click.
Speaker 3: That's nice.
Speaker 2: Yeah, but that's the thing I'm not even see.
Speaker 3: Why can't you be happy ed exactly for.
Speaker 2: Look plug plug clickluck plug click. It's the thing is
Speaker 2: I love my dud dud's, my gizmo's. I love seeing
Speaker 2: like the TVs when nice there's big old TVs. We
Speaker 2: like a big television.
Speaker 3: Some computer cases that looked interesting, but even those, even
Speaker 3: those well so even those the public doesn't know some
Speaker 3: of this yet, they will soon. But the preview is
Speaker 3: that even the cases that are nice are nested in
Speaker 3: bad things that are about to happen. And it's because
Speaker 3: the companies like the computer case and the cooler companies
Speaker 3: cannot survive when people can't afford to buy a stick
Speaker 3: ram and oh yeah there's like as of the last week,
Speaker 3: two major companies in the computer case and cool inside
Speaker 3: have terminated. Basically, they're like entire staff for one of them,
Speaker 3: and then the significant amount of the staff for the other,
Speaker 3: and so it's in these companies are companies that just
Speaker 3: showed actually pretty cool cases at yes, you know, but
Speaker 3: then it's it's sort of the last hurrah what they
Speaker 3: can get across the line, and then they're just out
Speaker 3: of money.
Speaker 2: Yeah, it's I mean, I don't know. I have also
Speaker 2: had the opposite, like a few weeks, like maybe a
Speaker 2: month ago, I had I was like, I like the
Speaker 2: iPhone Air and I got so many comments people, you
Speaker 2: fucking chill you thought you could, you could fuck and
Speaker 2: chill Apple. It's true. Apple has tons of shitty things,
Speaker 2: like they their app store is a horrifying mob like thing.
Speaker 2: They won't take they won't take X's child porn generateor down,
Speaker 2: but they will take down like the ice app. Like
Speaker 2: it's it's very Yeah, it's very like there are tons
Speaker 2: of bad things. But at the same time, to your point, yeah,
Speaker 2: being negative is kind of just telling people what's happening.
Speaker 2: Like the RAM crisis in and of itself was a
Speaker 2: big conversation during the show, and it's like, yeah, everything
Speaker 2: is going to get more expensive because of this, and
Speaker 2: I think the I think it's odd to not be negative,
Speaker 2: even when like trying to be positive right now makes
Speaker 2: you sound like an insane person xd everything out, being
Speaker 2: like this is the year that agents take over can
Speaker 2: shoome it just you just have to just stop lying,
Speaker 2: like you.
Speaker 3: Just stop lying from it where it's like, yeah, I
Speaker 3: can I can find a computer case to be happy about.
Speaker 3: H and we will, you know, we'll publish reviews of
Speaker 3: products that are good. But yeah, you just you can't
Speaker 3: strip out the general undertone because I don't know, I've
Speaker 3: I've even seen some comments about that where there was
Speaker 3: one that I agreed with, I didn't disagree with at all,
Speaker 3: but where the guy referenced an ad we had for
Speaker 3: a thermal take case in a video and and I
Speaker 3: always wanted to heart it too, and he said, oh,
Speaker 3: this case looks awesome. It'll be great to put the
Speaker 3: nothing inside of it that I can afford. Yeah, see
Speaker 3: it out. And I don't blame them letely agree. So yeah,
Speaker 3: it's just I don't know, I've never seen it this bad.
Speaker 3: And it's not just technology. It's just like, uh, or
Speaker 3: I should say, it's not just consumer gaming, it's technology
Speaker 3: sort of broadly has this this problem, and it's AI
Speaker 3: and the need to keep this bubble inflated has crept
Speaker 3: into everything, including just if you want to go buy
Speaker 3: groceries or whatever, you know where they're manipulating pricing in
Speaker 3: some stores.
Speaker 2: So well, I think what my whole thing is my
Speaker 2: rot economy, all the growth that all costs thing like
Speaker 2: I like, of course that is my bit, but it
Speaker 2: is kind of that. It's they've chased out all the
Speaker 2: people that run these companies that make actual technology and
Speaker 2: those that have those that have remained, those that those
Speaker 2: that are actually run by technology people are technologist like
Speaker 2: Elisa Sarra or Jensen Want are just like fuck it,
Speaker 2: Number co Op. We must buy as much as possible,
Speaker 2: we must sell as much as everything, must have every ramstick.
Speaker 2: I just I think the a reckoning is coming for
Speaker 2: everything related to technology, and I think it is going
Speaker 2: to be bloody, not literally, but I think it's got
Speaker 2: like most of ces La lam rappers.
Speaker 3: Right, like what was it called something with a queue
Speaker 3: for Lenovo.
Speaker 2: Quit Hero Kira Yeah, yeah, just like everything had an
Speaker 2: ELM and they were I think consumers are also aware
Speaker 2: they're being lied to in a way that they're not usually.
Speaker 3: Right and not usually lied to or not usually aware.
Speaker 2: They're usually not aware of it or at the the
Speaker 2: wank is not as whang. The wank has never been
Speaker 2: this wanky. It's never been so bad that right now
Speaker 2: it's the wank. It's the peak wank. Yeah, that's that's good.
Speaker 2: I'm gonna write that down. But it's I think it's
Speaker 2: also the it's never hurt this much like. It's never
Speaker 2: in a case where it's like, hey, everything's getting more
Speaker 2: expensive because we must buy all the RAM for this
Speaker 2: thing you don't like. Also, this thing you don't like,
Speaker 2: we're going to tell you it does things that it doesn't,
Speaker 2: but you're gonna need to adopt it now or you'll
Speaker 2: be left behind. By the way, you should be scared
Speaker 2: for your job because you're going to be overtaken by
Speaker 2: the software that doesn't work that's making everything more expensive.
Speaker 2: I just think it's pushing people to a limit. And
Speaker 2: I even said this on the show. I'm not buying
Speaker 2: new electronics for a while. I'm for the first time
Speaker 2: in like seventeen generations, I'm not going to buy the
Speaker 2: next iPhone. I'm going to buy used for as long
Speaker 2: as humanly possible. My MacBook here is like three years old.
Speaker 2: I don't know why i'd update that, because I think
Speaker 2: that that's the only thing that will possibly shift. And
Speaker 2: also new electronics are not as like there's not really
Speaker 2: anything new either.
Speaker 3: Yeah, I mean I feel the same way with Uh.
Speaker 3: I don't know. I went through and canceled some subscriptions
Speaker 3: to software Company, which is just my favorite thing, toscribed. Yeah,
Speaker 3: and you know, part of the reason I was canceling them,
Speaker 3: I was like, I don't know, maybe we have a
Speaker 3: use for this couple times a year. We probably get
Speaker 3: the we probably get the value out of it. But
Speaker 3: I just it's it's the smallest form of protest, I guess,
Speaker 3: and it for me, it felt like putting your money
Speaker 3: where your mouth is a little bit. You know, if
Speaker 3: I'm going to complain about all this shit, I should
Speaker 3: at least stop feeding into some of it. Yeah, and
Speaker 3: I don't know my like. So, I've got three computers
Speaker 3: I use regularly, two at the office, one home, and
Speaker 3: two of them have ten ADYTI is from what is it,
Speaker 3: twenty sixteen? I think in them seventeen and uh. If
Speaker 3: I play games, it's like, you know, independent developer indie games,
Speaker 3: and they tend to not need ray tracing and they
Speaker 3: play just fine on it. And and at the office,
Speaker 3: I've you know, have newer stuff for video editing, but yeah,
Speaker 3: I I don't know. I think the only concern I
Speaker 3: have with the well, do you just boycott broadly? Do
Speaker 3: you try and organize or whatever a boycott or I
Speaker 3: think the only conturn I have is it seems that
Speaker 3: these companies can if you don't want it, fine, they
Speaker 3: want it you know, yeah, you can rent it back
Speaker 3: from them later.
Speaker 2: But right up until they can't. Because the thing I
Speaker 2: keep coming back to is all of this is based
Speaker 2: on that and video the It is the ultimate in
Speaker 2: growth economics because in Vidia reached a point whether like
Speaker 2: we can just set the price to whatever we want
Speaker 2: to eight git like eight b two hundred GPUs in
Speaker 2: a part is what five hundred thousand dollars I reckon
Speaker 2: ve're a Reuben could be like seven hundred thousand dollars.
Speaker 2: They just set the price. And what's funny is people
Speaker 2: will buy it right up until they don't. And when
Speaker 2: I say people, I mean enterprises, right And it's very
Speaker 2: clear that everyone is just in a fuck you customer mode.
Speaker 2: And it's hard to be positive because I I can't
Speaker 2: find anything to like. My favorite my favorite game of
Speaker 2: the last year was Dead Zone Row, which can run
Speaker 2: on most PCs and is on PlayStation five and Xbox
Speaker 2: Series X. Great name and I don't know, like I
Speaker 2: reckon it would probably run on old PCs too.
Speaker 3: Yeah, my favorite game right now is Nova Roma, which
Speaker 3: is a city builder, and hell yeah, it can run
Speaker 3: on probably any computer I've owned since like twenty ten,
Speaker 3: you know.
Speaker 2: And it's just and I think that that, like the
Speaker 2: best thing about the Internet is being able to connect
Speaker 2: to people. Technology has stopped being built for people, so
Speaker 2: I feel like people are just understandably frustrated and tired
Speaker 2: of it. And this CS really did kind of show
Speaker 2: that the companies are in that fuck you consumer mode.
Speaker 2: So if there is I'm always open easy better off
Speaker 2: line dot com. I'll take email, email recommendations for things
Speaker 2: to be excited about in tech. But walking around that
Speaker 2: convention center bringing people in specifically to do that, to
Speaker 2: be like go and find cool stuff. I couldn't I
Speaker 2: talk to eleven journalists on air that week.
Speaker 3: I couldn't really watch that plug though. Yeah.
Speaker 2: The clique, well it's only for England though, so unless
Speaker 2: you go to England, it's not really that excepting.
Speaker 3: I know, you guys get the best end.
Speaker 2: Well. Thankfully I'm in New York though, because otherwise I'd
Speaker 2: have to live in England. And that's the thing, Like
Speaker 2: I couldn't even find an anchor booth. I couldn't even
Speaker 2: find like a delightful charger booth, just if it was
Speaker 2: just like, oh, we've got a cable. That was my
Speaker 2: One of my favorite tech innovations this year is an
Speaker 2: anchor search protector that has USBC cables built into it. Yes, perfect,
Speaker 2: but it's it's like, uh, maybe at the end of
Speaker 2: this era, I think, like you talk about what AMD
Speaker 2: will do if things go wrong, the answer is suffer
Speaker 2: in a way that they should for not building a
Speaker 2: sustainable company. Suffer in a way anyone, any company that
Speaker 2: is put in distress as a result of chasing the
Speaker 2: AI bubble. At this point, I'm kind of like, fuck them.
Speaker 2: I hope they burn.
Speaker 3: Yeah.
Speaker 2: I feel bad for the people that work there and
Speaker 2: get laid off. I really do. The people that should
Speaker 2: suffer of the CEOs.
Speaker 3: Well, and and feel bad for the people who are
Speaker 3: in the wider economy, right who are gonna get.
Speaker 2: Oh gacho, But I mean they're the they're already the
Speaker 2: victims of Yeah.
Speaker 3: But I agree with you, and I also I do
Speaker 3: I know effectively nothing about like macroeconomics or whatever. My
Speaker 3: gut feeling hot take or not. Is the sooner it pops,
Speaker 3: the not necessarily better, but the less damaging it'll normal people. Yes,
Speaker 3: But then at the same time, the longer it goes on,
Speaker 3: probably the you get maximum damage for some of these
Speaker 3: companies or something. You know, more of them are more
Speaker 3: likely to go out of business, which is maybe a
Speaker 3: good thing. I guess it depends you know who it is.
Speaker 2: But well, and as we wrap up today literally is
Speaker 2: recording this, a story just came through that the Chinese
Speaker 2: government has told tech companies that would only approve purchases
Speaker 2: of Nvidia's H two hundred AI chips on the special
Speaker 2: circumstance you know what. To wrap it up, it is
Speaker 2: funny watching China just kind of taught like I've got cats.
Speaker 2: This is how cats play with dying mice. It's like,
Speaker 2: we're gonna we're gonna do this and.
Speaker 3: Say where it was going.
Speaker 2: Let you run away, You're gonna smack you again. Oh,
Speaker 2: I'm gonna get you in now you're gonna run away,
Speaker 2: because it's just like, yeah, well they were I think
Speaker 2: I've read three different stories saying, hey, wow, China is
Speaker 2: gonna buy fifty billion dollars worth of H two hundreds,
Speaker 2: and now it's China isn't gonna do shit, China's just
Speaker 2: playing with you, and it's well.
Speaker 3: And it also XMT is at like five percent or
Speaker 3: whatever the memory supply market right now, Jonathan Memory Technologies.
Speaker 3: They're a Chinese fab silicon fab for memory for like
Speaker 3: year and and they've just taken like five percent out
Speaker 3: of the chunk that was part of the big three Samsung, Aska, Hanicks, Micron.
Speaker 3: And the consumer sentiment as I've never seen more people
Speaker 3: be positive about like Chinese products, where you know, I
Speaker 3: started at the time where it was like if you
Speaker 3: bought something from Ali Express, you were happy if it
Speaker 3: got there and people were surprised if it worked. And
Speaker 3: that's just it's the sentiment. It's not necessarily the quality
Speaker 3: has changed, because like the quality of manufacturing has been
Speaker 3: pretty good for a long time in China because we
Speaker 3: you know, it's that's where everything's been made forever. And
Speaker 3: the thing that I'm seeing shift, though, is the sentiment
Speaker 3: where now there's almost this like literally any other silicon
Speaker 3: manufacturer on Earth please save us from these companies. And
Speaker 3: it looks like it's going to be up to right
Speaker 3: now Chinese silicon companies, because they're the only ones who
Speaker 3: kind of have products that are there, you know, starting
Speaker 3: to make so.
Speaker 2: Well. On that happy note, Steve, anything coming up you
Speaker 2: want to plug?
Speaker 3: We have? Yeah, we do have our data center series
Speaker 3: we're working on. So we're going to be visiting a
Speaker 3: bunch of different data centers around the US and covering
Speaker 3: the story about people, you know, getting screwed by them,
Speaker 3: and hopefully connect with a bunch of viewers around the
Speaker 3: US and get their story on how the data centers
Speaker 3: are coming in and bulldozing literally and metaphorically everything in
Speaker 3: their path. Yeah, happy, Yeah, Yeah, that's.
Speaker 2: That's the kind of chip thing. No, it's always good
Speaker 2: to have you, Steve. Thank you for having us, was
Speaker 2: having you all us for having you. It's a podcast.
Speaker 2: Thank you everyone for listening. I've been ed Zytron. Of
Speaker 2: course we will be back with a monologue this Friday.
Speaker 2: And thank you, of course for sticking with us during ces. Goodbye.
Speaker 2: Thank you for listening to Better Offline.
Speaker 4: The editor and composer of the Better Offline theme song
Speaker 4: is Matasowski. You can check out more of his music
Speaker 4: and audio projects at Matasowski dot com, M A T
Speaker 4: T O S O W s Ki dot com. You
Speaker 4: can email me at easy at better offline dot com
Speaker 4: or visit better offline dot com to find more podcast
Speaker 4: links and of course, my newsletter. I also really recommend
Speaker 4: you go to chat dot where's youreaed dot at to
Speaker 4: visit the discord, and go to our slash Better Offline
Speaker 4: to check out our reddit.
Speaker 2: Thank you so much for listening.
Speaker 1: Better Offline is a production of cool Zone Media. For
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