WEBVTT - The Anti-Consumer Electronics Show with Steve Burke

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<v Speaker 1>Alzo Media.

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<v Speaker 2>Hello and welcome to Better Offline. I'm your host ed

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<v Speaker 2>ze Tron. We're back in the normal verse after nineteen

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<v Speaker 2>hours of CS coverage. As ever by the merchandise in

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<v Speaker 2>the links in the show notes and subscribed to my

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<v Speaker 2>freaking premium newsletter. Got a banger of a beast coming

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<v Speaker 2>out Friday. But today we're talking once again to the

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<v Speaker 2>incredible Steve Burke of Gamers. Next as how you doing Steve.

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<v Speaker 3>I'm doing well.

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<v Speaker 2>How about you doing all?

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<v Speaker 3>Right?

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<v Speaker 2>After post CS and just feeling like I was drowning

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<v Speaker 2>in nothing is the best way to put out?

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<v Speaker 3>Yeah, I mean it was definitely. The keynotes were a

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<v Speaker 3>lot of air.

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<v Speaker 2>Yes, yeah, I mean we can start within video, I

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<v Speaker 2>think because I watched that one in person, and the

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<v Speaker 2>funniest thing was we get there and they're like, there's

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<v Speaker 2>you have to do. This is like a massive line

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<v Speaker 2>rounded around the corner, and then there was a different

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<v Speaker 2>line where everyone lined up, only to find out that

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<v Speaker 2>that was actually the line for the viewing party, and

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<v Speaker 2>then they let us in and it was standing room only.

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<v Speaker 2>Then someone came around and said, actually there were seats,

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<v Speaker 2>and then the actual presentation felt like they just stapled

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<v Speaker 2>together a few GtC speeches and then gave up, Yeah,

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<v Speaker 2>like go.

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<v Speaker 3>Then video one was like, uh, that one I was

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<v Speaker 3>watching with someone on the team, and I want to

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<v Speaker 3>say the whole thing was maybe like ninety two or

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<v Speaker 3>ninety three minutes. And then they had the lead in

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<v Speaker 3>as well, and it was you know, the frustrating thing

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<v Speaker 3>for me was they had actual news. So on the

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<v Speaker 3>consumer side they had some news the Lusus four point

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<v Speaker 3>five or some other stuff, didn't really get to mention

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<v Speaker 3>that all the keynote. And then even on the enterprise side,

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<v Speaker 3>it was like they bury the vera Ruben stuff an

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<v Speaker 3>hour deep and they had published this huge article that

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<v Speaker 3>was actually pretty interesting on their website about the architecture,

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<v Speaker 3>and none of it made it in.

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<v Speaker 2>What was was a lot of the vera Uben stuff

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<v Speaker 2>wasn't new though, Like they announced the six so called

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<v Speaker 2>new chips that went into it. That was all announced,

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<v Speaker 2>like every single one, and they didn't even talk about

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<v Speaker 2>the interesting part, which was they really buried the fact that, yeah,

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<v Speaker 2>the actual the next stage of this whatever this is

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<v Speaker 2>to make it faster and whatever, isn't just the power

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<v Speaker 2>of the GPU, but the surrounding hardware, the networking, the

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<v Speaker 2>RAM and so on and so forth, and storage, which

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<v Speaker 2>is actually kind of interesting to me. None of that shit, no.

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<v Speaker 3>No, no, Yeah, and Intel did a similar thing where

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<v Speaker 3>Intel re announced Panther Lake. They had a little more

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<v Speaker 3>detail this time, just I guess like Nvidio had a

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<v Speaker 3>little more detail, you know, on Viera Ruben. But ultimately

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<v Speaker 3>it's a thing that was announced months ago and it

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<v Speaker 3>was just I don't know. The whole show is kind

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<v Speaker 3>of weird. I think easily the worst cees that I've

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<v Speaker 3>ever personally witnessed. Uh and uh yeah it was. It's

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<v Speaker 3>just there's the strangest thing to me was when AMD

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<v Speaker 3>pulled the White House up on stage.

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<v Speaker 2>Actually I missed AMD. Tell me what happened in that

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<v Speaker 2>when we can go back to in video in a minute.

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<v Speaker 2>I missed AMD just because the concussion. I sustained watching

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

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<v Speaker 3>I think if you watched another keynote after that, he yeah,

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<v Speaker 3>I went in the hospital. So yeah, it was AMD.

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<v Speaker 1>Was they?

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<v Speaker 3>So they have a new CPU. They have a ninety

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<v Speaker 3>eight fifty x MED which is a refresh and a

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<v Speaker 3>little bit faster clock. It's like four hundred megger hearts

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<v Speaker 3>or something. Did not mention it a single time they

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

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<v Speaker 3>you know, equivalent discussion.

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<v Speaker 2>Yeah, so AIGPU ranks.

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<v Speaker 3>Yeah. And then the part that was strange and different

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<v Speaker 3>from even in videos was when they pulled up I

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<v Speaker 3>think his name is Michael Krasios. He's a technology policy

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<v Speaker 3>like head advisor for the White House. They pulled him

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<v Speaker 3>up on stage and had this clearly rehearsed, scripted conversation.

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<v Speaker 3>And this is the guy who is leading sort of

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<v Speaker 3>the the federal government charge on stripping down states rights

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<v Speaker 3>for data center and AI regulation, and even on stage

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<v Speaker 3>he was talking about how they've been getting rid of

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<v Speaker 3>these obstructions to AI and data center development, and it's

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<v Speaker 3>just I don't know. I was like, I don't know

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<v Speaker 3>what the fuck I'm watching because it's like it's CES,

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<v Speaker 3>which is put on by the Consumer Technology Association and

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

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<v Speaker 3>now we're having a White House government policy meeting on

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<v Speaker 3>AI on stage in front of an audience. You know,

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<v Speaker 3>It's like, what am I watching?

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<v Speaker 2>Yeah? And on top of that didn't Greg Brockmann from

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<v Speaker 2>Open Aye show up. Yeah, that fucking guy AI for

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<v Speaker 2>everyone everywhere, everything at once.

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<v Speaker 3>I guess yeah, he he he he, I don't. I

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<v Speaker 3>don't know, man, he like told some stories I questioned

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<v Speaker 3>the veracity of about how AI has saved the lives

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<v Speaker 3>of people and oh blah blah blah. And then they

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<v Speaker 3>talked about a child management optimization what what he had

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<v Speaker 3>a He had a line about everyone, you know, raise

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<v Speaker 3>your hand if you've had an important moment in your

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<v Speaker 3>life and something has happened to you, like the birth

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<v Speaker 3>of a child. And I'm not even I'm not trying

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<v Speaker 3>to make it ridiculous, like that is basically what he said.

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<v Speaker 3>And audience is dead silent. Yeah, and then he talks

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<v Speaker 3>about how, yeah, the goal is to get there and

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<v Speaker 3>have AI provide these or help with these important moments

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<v Speaker 3>and optimize them. And this after he's talking about managing

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<v Speaker 3>you know, children and you had of course managing children,

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<v Speaker 3>well you had Sam Altman on.

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<v Speaker 2>A Jimmy Fallon. I love going on TV just be like,

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

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<v Speaker 2>it's so weird. It feels like living, it feels like

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<v Speaker 2>living through a giant gas lighting, just like everybody pretending

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<v Speaker 2>and I'm gonna guess, I'm gonna guess. Nobody brought up

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<v Speaker 2>the data centers they're meant to be building for this

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<v Speaker 2>year either. They just were like, we love we love

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<v Speaker 2>number go up, don't we folks.

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

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<v Speaker 3>no specifics.

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<v Speaker 2>And also to your point, Consumer Electronics Show, Consumer for

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<v Speaker 2>the for the consumers.

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<v Speaker 3>Yeah, nothing again owned by the Consumer Technology Association. So

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<v Speaker 3>it's like the I don't know, the whole thing was

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

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<v Speaker 3>but like that's a different show.

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<v Speaker 2>Yeah, but we were promised and back to in video

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<v Speaker 2>for a second. I will also say that it was

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<v Speaker 2>fucking I give Jensen want some real credit here, And

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<v Speaker 2>that's if you were going to start your it's your

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<v Speaker 2>it's really a make or break here for AI. The

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<v Speaker 2>first thing I think when I'm thinking AI make or break,

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<v Speaker 2>I've got to really blow the stocks off is half

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<v Speaker 2>of the show, like forty five minutes straight about the

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<v Speaker 2>fucking omnibus.

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<v Speaker 3>Oh yeah.

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<v Speaker 2>I sat there and I had David Roth from DEFECTO

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<v Speaker 2>with me trying to explain what the omniverse was and

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<v Speaker 2>just being like, I think it's computer simulations.

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

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<v Speaker 3>it's there, Like you can use it if I remember

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<v Speaker 3>it correct, that you can use it to make digital

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

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

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<v Speaker 3>the past of using it for like logistics mapping and

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<v Speaker 3>for planning around things like typhoons and Taiwan and simulations.

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<v Speaker 2>Yeah. Interesting Yeah, well interesting isn't the word. It wasn't interesting.

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<v Speaker 2>It was so very it was so very boring.

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

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<v Speaker 3>Some of the limited sort of pushback I've seen online

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<v Speaker 3>against the negativity about what's going on right now has

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

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

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

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<v Speaker 3>I try to factor it and consider it. And like,

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<v Speaker 3>we ran a piece that was really positive today as

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<v Speaker 3>a palate cleanser after CS because cs was actually genuinely awful.

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<v Speaker 3>What do you think about that, because that's that's uh

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<v Speaker 3>I'm sure you see that too.

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<v Speaker 2>Well. I mean when he says AI doomerism, is he

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<v Speaker 2>talking about the people saying that the bubble will burst?

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<v Speaker 3>If we're talking Jensen Huan, then I think, yeah, he

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<v Speaker 3>just did an interview with some podcast. I think it's

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<v Speaker 3>called no Priors or something, and uh, oh, yes, it

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<v Speaker 3>would be no Prior yeah, and so in that he

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<v Speaker 3>said for him, I think dumerism is, to use his words,

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<v Speaker 3>like the science fiction version of AI in the future.

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<v Speaker 2>Okay, I if he's saying that's bad, I agree because

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<v Speaker 2>but not for the reason he probably says it's bad

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<v Speaker 2>because he doesn't want people to be scared of AI

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<v Speaker 2>so they keep buying it. I say it's bad because

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<v Speaker 2>it's a lie, because they because they're lying. They're lying

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<v Speaker 2>about it. They're just they're making stuff up. It's just

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<v Speaker 2>just lying.

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<v Speaker 3>Oh it's interesting too, because you could you could spin

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<v Speaker 3>that both ways. But it's like it could be the

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

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<v Speaker 3>of AI in the Future is also a science fiction

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<v Speaker 3>it's just the utopia version.

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<v Speaker 2>Uh yes, and like.

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<v Speaker 3>There's yeah, there's there's ground between Terminator and Utopia, but

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<v Speaker 3>it's kind of a hand wavy dismissal right, to just

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<v Speaker 3>be like all this negativity is is unreasonable. And in

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<v Speaker 3>that same interview he was talking about how it's it's

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<v Speaker 3>sort of hurtful I think was the word he used

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<v Speaker 3>or harmful, uh and and you know, damaging, And the

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<v Speaker 3>general vibe I got was like, this negativity is hurtful

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

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<v Speaker 2>Well that was the weird thing as well, like they

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<v Speaker 2>did the whole Vera Ruben song and dance at that presentation,

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<v Speaker 2>and they didn't they're not talking pricing yet, they're not

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<v Speaker 2>talking about anything. And then they made the comment where

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<v Speaker 2>it's like and Vera Ruben is now in manufacturing and

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

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<v Speaker 2>I assume, I'm gonna be honest, I assumed it was

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

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<v Speaker 2>what was with people? Were people like, oh, they haven't

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

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<v Speaker 2>there was that I think it was Patrick moorehead as well.

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<v Speaker 2>During it who was saying, like, you know, the crowd

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<v Speaker 2>went wild, which it didn't this crowd. The crowd went

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<v Speaker 2>to quote someone on Twitter, the crowd went mild was

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<v Speaker 2>the best way of putting it.

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<v Speaker 3>Yeah. You could hear like a couple claps.

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<v Speaker 2>You know, Yeah, and I could. I've never and I've

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

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<v Speaker 2>never heard a cough.

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<v Speaker 3>And it was just like, yeah, I mean, if you

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<v Speaker 3>dropped your phone after that, you would have heard it

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<v Speaker 3>on Yes on the crowd Mike.

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<v Speaker 2>But another great part of that was the the robots.

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<v Speaker 2>And he brought in the robots, which I did not

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<v Speaker 2>realize was Star Wars robots. He kind of muttered it

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<v Speaker 2>under his breath, and I thought, oh, he just thinks

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<v Speaker 2>Star Wars is about robots, I get. I just thought

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<v Speaker 2>it was like almost a boomery thing. It was like, yeah,

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<v Speaker 2>you know, robots, but apparently it's the robots from Jedi

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<v Speaker 2>Fallen Order. It is. Yeah, that's so weird.

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<v Speaker 3>Because he brought them out. The long reason I know

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<v Speaker 3>that is because they brought them out last time as well.

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<v Speaker 3>I think COMPUTEXT or GtC.

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<v Speaker 2>That's so sad.

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<v Speaker 3>Yeah, and so last time they brought them out. That

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<v Speaker 3>was when he was I don't know if he was

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<v Speaker 3>actually frustrated, if he was like joking frustrated, but they

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<v Speaker 3>weren't responding to the commands properly, and they got kind

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

0:13:19.679 --> 0:13:22.760
<v Speaker 3>responded to the commands more. But it was strange because

0:13:23.720 --> 0:13:28.960
<v Speaker 3>there he was using the second person you from that

0:13:29.080 --> 0:13:31.360
<v Speaker 3>point on, and sometimes it wasn't clear to me if

0:13:31.400 --> 0:13:33.280
<v Speaker 3>he was talking to the audience or to the customer

0:13:33.320 --> 0:13:35.960
<v Speaker 3>or to the robots. And he was talking to the robots.

0:13:36.200 --> 0:13:39.080
<v Speaker 3>He was like there was one I didn't talk about

0:13:39.080 --> 0:13:42.000
<v Speaker 3>this in the video, but there's a clip we've used

0:13:42.000 --> 0:13:45.240
<v Speaker 3>where he says he's talking to the robot and he says,

0:13:45.640 --> 0:13:50.559
<v Speaker 3>and we're actually gonna give you're gonna be born in

0:13:50.640 --> 0:13:54.600
<v Speaker 3>these systems. Yes, that was so he had this like

0:13:54.679 --> 0:13:56.640
<v Speaker 3>give birth, you know, and then he cut himself off.

0:13:57.160 --> 0:13:58.960
<v Speaker 3>I was like, what the hell?

0:13:59.080 --> 0:14:00.840
<v Speaker 2>He was so strange, and he was like to and

0:14:00.880 --> 0:14:02.800
<v Speaker 2>he talked to them for what felt like an hour.

0:14:02.960 --> 0:14:05.720
<v Speaker 2>It was like they're twenty or thirty minutes, and he

0:14:05.840 --> 0:14:08.760
<v Speaker 2>was like, yogot, this is how we build you. And

0:14:08.800 --> 0:14:10.320
<v Speaker 2>he turned and he looked at the picture of the

0:14:10.400 --> 0:14:14.440
<v Speaker 2>robots behind him that was from GtC, like we've seen

0:14:14.480 --> 0:14:16.640
<v Speaker 2>that picture before. He's like, this is where we're traying.

0:14:16.720 --> 0:14:19.200
<v Speaker 2>These are your these are They're like you, these are

0:14:19.280 --> 0:14:21.680
<v Speaker 2>your friends, And it's just like, mate, you are worrying

0:14:21.720 --> 0:14:25.400
<v Speaker 2>a I assume twenty five thousand dollars leather jacket. Your

0:14:25.440 --> 0:14:28.200
<v Speaker 2>company is the largest on the stock market. Why are

0:14:28.200 --> 0:14:32.000
<v Speaker 2>you talking to them? To quote David Rath from DEFECTA,

0:14:32.280 --> 0:14:36.880
<v Speaker 2>like you're offering them skittles? Like it was so bizarre it.

0:14:37.560 --> 0:14:39.640
<v Speaker 2>I think that we're going to look back on that

0:14:39.680 --> 0:14:43.280
<v Speaker 2>press conference as like the top because I went and

0:14:43.320 --> 0:14:47.120
<v Speaker 2>I rewatched GtC twenty twenty five. I watched some of

0:14:47.160 --> 0:14:49.920
<v Speaker 2>his other like even his analyst things. He used to

0:14:50.000 --> 0:14:53.760
<v Speaker 2>have this like braggadacious swagger. He would trot around. He

0:14:53.760 --> 0:14:56.480
<v Speaker 2>had a big smart Even last CS he had he

0:14:56.560 --> 0:14:59.640
<v Speaker 2>did the Avengers sheet, like the Avengers shield, They're they're

0:14:59.680 --> 0:15:01.800
<v Speaker 2>gonna eat melted me about the Avenger shield, the Captain

0:15:01.800 --> 0:15:04.760
<v Speaker 2>America shield thing, and like he he felt kind of

0:15:04.800 --> 0:15:07.280
<v Speaker 2>like up and at them. This time he was like, ah,

0:15:07.400 --> 0:15:10.800
<v Speaker 2>you know, got some shit. I guess you want to look,

0:15:10.800 --> 0:15:13.240
<v Speaker 2>We're gonna maybe do it. I didn't even catch that

0:15:13.320 --> 0:15:18.160
<v Speaker 2>they're planning to do a Robotaxi service. Yeah, I didn't.

0:15:18.560 --> 0:15:22.040
<v Speaker 2>I was watching and listening, but it was not super obvious.

0:15:22.520 --> 0:15:24.400
<v Speaker 3>Yeah, I know some people who were who tried it

0:15:24.440 --> 0:15:25.920
<v Speaker 3>and were like actually impressed by it.

0:15:26.600 --> 0:15:30.440
<v Speaker 2>I mean, it's a Robotaxi. We've the cool but like

0:15:31.640 --> 0:15:34.200
<v Speaker 2>but just also like, you're in video, what are you doing?

0:15:34.960 --> 0:15:38.400
<v Speaker 3>Yeah. We we went back on the team here and

0:15:38.400 --> 0:15:41.600
<v Speaker 3>we were looking at some of their older keynotes because

0:15:41.720 --> 0:15:44.880
<v Speaker 3>I was basically has it always been, like I'm just

0:15:44.880 --> 0:15:48.040
<v Speaker 3>not remembering it right? And no, I mean they were

0:15:48.080 --> 0:15:49.760
<v Speaker 3>a lot tighter in the past. Like if you go

0:15:49.880 --> 0:15:54.280
<v Speaker 3>back to nine hundred series ten series era keynotes and

0:15:54.360 --> 0:15:57.840
<v Speaker 3>how long ago is that, That'd be twenty fifteen, twenty sixteen, right,

0:15:57.880 --> 0:16:00.960
<v Speaker 3>maybe twenty fourteen. Yeah, and yeah, so you go back

0:16:01.000 --> 0:16:04.880
<v Speaker 3>to that reigne of two to three years and generally

0:16:04.880 --> 0:16:08.400
<v Speaker 3>they were tighter together. It's interesting how much I mean

0:16:08.440 --> 0:16:12.160
<v Speaker 3>we all change. Certainly, I've my hosting style has changed

0:16:12.200 --> 0:16:14.320
<v Speaker 3>on camera. You know, if you're running ten years apart,

0:16:14.360 --> 0:16:17.640
<v Speaker 3>then yeah, it's like a totally different person. But it

0:16:17.720 --> 0:16:20.840
<v Speaker 3>is interesting though to see his change in particular where

0:16:21.920 --> 0:16:28.280
<v Speaker 3>the the gaffs and the sort of silliness. Back then,

0:16:28.480 --> 0:16:33.080
<v Speaker 3>they were more of like your your uncle is telling old,

0:16:33.240 --> 0:16:37.040
<v Speaker 3>tired jokes that you've heard a million times, but you know,

0:16:37.280 --> 0:16:41.200
<v Speaker 3>but it was like it was a likable style and

0:16:42.200 --> 0:16:48.000
<v Speaker 3>now it's just like, instead the jokes are things that

0:16:48.120 --> 0:16:49.640
<v Speaker 3>I don't know. You're just kind of like you should

0:16:49.720 --> 0:16:50.440
<v Speaker 3>have to fuck up?

0:16:50.840 --> 0:16:53.320
<v Speaker 2>Can you tell me about do you have a graphics god?

0:16:53.400 --> 0:16:56.000
<v Speaker 2>You could show me? Can I see a graphics god?

0:16:56.120 --> 0:16:58.800
<v Speaker 2>What are you talking about? Yeah? What do you? And

0:16:59.280 --> 0:17:04.760
<v Speaker 2>he also just psychoanalyzing Jensen woea. But he seemed unconfident,

0:17:05.240 --> 0:17:07.720
<v Speaker 2>Like even when he was being a huge asshole last

0:17:07.760 --> 0:17:09.720
<v Speaker 2>year when he was like saying, you broke the audio

0:17:09.760 --> 0:17:12.600
<v Speaker 2>thing to the guy he named right, even then he

0:17:12.640 --> 0:17:15.600
<v Speaker 2>seemed confident. He seemed excited. He was kind of like, yeah,

0:17:15.680 --> 0:17:18.639
<v Speaker 2>let's go this year. He was like, and we've got

0:17:18.880 --> 0:17:22.760
<v Speaker 2>we've got some you want to see the omnibus. I

0:17:22.760 --> 0:17:26.040
<v Speaker 2>guess look Fear of Rube and it's so powerful. There

0:17:26.040 --> 0:17:31.160
<v Speaker 2>were less slides. Yeah, I actually fly went lot. I mean,

0:17:31.480 --> 0:17:34.200
<v Speaker 2>he just kind of seemed like he didn't have anything new,

0:17:34.320 --> 0:17:36.639
<v Speaker 2>probably because he didn't.

0:17:37.480 --> 0:17:40.800
<v Speaker 3>It's so weird though, because like at least with and

0:17:40.840 --> 0:17:43.679
<v Speaker 3>not to make it all about gaming, but you know,

0:17:43.760 --> 0:17:45.359
<v Speaker 3>it's it's kind of like if you're gonna make space

0:17:45.400 --> 0:17:51.240
<v Speaker 3>for robotaxis and for robots and AI and omniverse and okay,

0:17:51.280 --> 0:17:53.560
<v Speaker 3>so there's a little carve out for everybody. Everybody's got

0:17:53.600 --> 0:17:56.600
<v Speaker 3>there ten or twenty minutes, and it's the gaming stuff.

0:17:56.640 --> 0:18:01.800
<v Speaker 3>It's like there was actually new stuff there, and it

0:18:01.840 --> 0:18:05.080
<v Speaker 3>could have replaced any number of other things. But I

0:18:06.119 --> 0:18:11.199
<v Speaker 3>was almost just uncertain if do they feel like the

0:18:11.880 --> 0:18:17.159
<v Speaker 3>gaming topics sort of devalue what they do in the

0:18:17.200 --> 0:18:21.320
<v Speaker 3>business enterprise world, like they if they talk about gaming

0:18:21.520 --> 0:18:24.439
<v Speaker 3>for you know, five minutes in the keynote, are they

0:18:24.440 --> 0:18:27.280
<v Speaker 3>worried their stock price is gonna go to our Yeah?

0:18:27.440 --> 0:18:30.360
<v Speaker 3>Like I couldn't figure out why I wouldn't get a presence.

0:18:30.960 --> 0:18:34.080
<v Speaker 2>I mean, I think I think they're just scrambling. I

0:18:34.119 --> 0:18:37.720
<v Speaker 2>don't think they know what to do anymore. There's a

0:18:37.720 --> 0:18:41.520
<v Speaker 2>lot of the kind of key jingling going on. I

0:18:41.520 --> 0:18:44.280
<v Speaker 2>think they just like have fucked. But even then that

0:18:44.440 --> 0:18:46.959
<v Speaker 2>was what that's actually I don't know if I actually

0:18:47.480 --> 0:18:50.320
<v Speaker 2>agree with that thinking about it, because why did you

0:18:50.359 --> 0:18:53.200
<v Speaker 2>talk about the omnibus? Why talk about that at all?

0:18:53.240 --> 0:18:55.359
<v Speaker 2>When you don't appear to be able to explain what

0:18:55.440 --> 0:18:57.720
<v Speaker 2>it is. But I think I talk to a few

0:18:57.720 --> 0:19:00.119
<v Speaker 2>analysts AFT towards as well, like good ones that you

0:19:00.119 --> 0:19:02.080
<v Speaker 2>know what they're talking about, so not the one's on Twitter,

0:19:02.640 --> 0:19:06.000
<v Speaker 2>and all of them pretty much came the same conclusion,

0:19:06.040 --> 0:19:08.600
<v Speaker 2>which was, this was a half hearted attempt to claim

0:19:08.680 --> 0:19:10.400
<v Speaker 2>the GPUs can do something else.

0:19:11.000 --> 0:19:14.280
<v Speaker 3>Oh yeah, sure, yeah, trying to start creating a carve

0:19:14.320 --> 0:19:19.800
<v Speaker 3>out for if if interest wanes or whatever and the

0:19:19.840 --> 0:19:22.560
<v Speaker 3>other you know, an AI or other applications didn't.

0:19:22.320 --> 0:19:27.879
<v Speaker 2>Really work because it was impossible to it was impossible

0:19:27.880 --> 0:19:30.439
<v Speaker 2>to actually divine what it was they were selling. Also,

0:19:30.480 --> 0:19:33.080
<v Speaker 2>it didn't help that that morning the Information put out

0:19:33.160 --> 0:19:37.080
<v Speaker 2>story saying the Omnipus sugged that like nobody would buy it.

0:19:37.080 --> 0:19:39.000
<v Speaker 2>It did, but that was crazy though. That was one

0:19:39.000 --> 0:19:42.680
<v Speaker 2>part of that story that I'm unsurprised that they didn't

0:19:42.720 --> 0:19:45.400
<v Speaker 2>talk about on there. But apparently in Video has been

0:19:45.440 --> 0:19:50.760
<v Speaker 2>paying the cloud. They've been paying various cloud providers money

0:19:50.840 --> 0:19:57.359
<v Speaker 2>to rent capacity so that people can do omniveruse stuff. Yeah,

0:19:57.760 --> 0:20:01.840
<v Speaker 2>but I mean it sucks, like it just doesn't work

0:20:01.880 --> 0:20:05.359
<v Speaker 2>so good because also digital twin stuff is being around

0:20:05.400 --> 0:20:07.120
<v Speaker 2>for a while and I.

0:20:07.000 --> 0:20:11.520
<v Speaker 3>Guess it's yeah, it is interesting, Like, I mean, that

0:20:11.640 --> 0:20:13.320
<v Speaker 3>is one of the ones where the first time I

0:20:13.359 --> 0:20:15.880
<v Speaker 3>saw one of their digital twin demos was before they

0:20:15.880 --> 0:20:18.760
<v Speaker 3>were throwing around AI as much as they are, and

0:20:18.800 --> 0:20:22.000
<v Speaker 3>I was a buzzword, and I mean I do remember

0:20:22.040 --> 0:20:24.400
<v Speaker 3>I was like, okay, I yeah, no, this, I kind

0:20:24.400 --> 0:20:26.600
<v Speaker 3>of get this this And because the example they were

0:20:26.600 --> 0:20:29.080
<v Speaker 3>giving at the time when I first really saw it

0:20:29.160 --> 0:20:32.000
<v Speaker 3>was they had a weather simulation, but they also had

0:20:32.119 --> 0:20:37.240
<v Speaker 3>a warehouse simulation, and they were using it to show,

0:20:37.359 --> 0:20:39.280
<v Speaker 3>you know, at the time, instead of AI, it was

0:20:39.320 --> 0:20:42.399
<v Speaker 3>more commonly referred to as like machine learning, right, and

0:20:42.840 --> 0:20:46.680
<v Speaker 3>using it to show how you might digitally replicate a

0:20:46.720 --> 0:20:50.960
<v Speaker 3>warehouse and all the stocking and then map out how

0:20:52.000 --> 0:20:58.000
<v Speaker 3>people and robots move and interact with the warehouse, right, Like, Okay,

0:20:58.240 --> 0:20:58.800
<v Speaker 3>this I get.

0:20:58.840 --> 0:21:01.400
<v Speaker 2>I mean, this is like, yeah, it makes sense. It

0:21:01.440 --> 0:21:03.520
<v Speaker 2>isn't a complete vaporware.

0:21:03.080 --> 0:21:07.840
<v Speaker 3>Product, But they're not really like that's already been done.

0:21:07.960 --> 0:21:10.800
<v Speaker 3>You know, that's been They showed that a long time ago.

0:21:11.000 --> 0:21:15.280
<v Speaker 2>So it's also just not a sexy story, even though

0:21:15.320 --> 0:21:19.480
<v Speaker 2>it's very likely useful to someone.

0:21:19.520 --> 0:21:25.600
<v Speaker 3>Not an interesting story at the consumer technology association's ces.

0:21:25.840 --> 0:21:30.320
<v Speaker 3>You know, it's like, yeah, oh great, cool, I'll yeah, I'll.

0:21:30.680 --> 0:21:35.000
<v Speaker 2>I can't wait. So I as a consumer technology person,

0:21:35.119 --> 0:21:37.680
<v Speaker 2>we'll look forward to doing something. And it was also

0:21:37.880 --> 0:21:40.919
<v Speaker 2>not obvious what it was meant to be, like he

0:21:40.920 --> 0:21:44.320
<v Speaker 2>didn't do like a traditional product rundown and well, one

0:21:44.359 --> 0:21:46.880
<v Speaker 2>could argue the people that want this don't need that.

0:21:47.840 --> 0:21:50.600
<v Speaker 2>It was still a keynote. Yeah, still a keynote. You're

0:21:50.640 --> 0:21:52.240
<v Speaker 2>meant to be showing things that the keynote.

0:21:52.520 --> 0:21:55.760
<v Speaker 3>Yeah, And I mean I think also he did mention

0:21:55.920 --> 0:21:57.960
<v Speaker 3>palet heer like three, oh, yes.

0:21:57.880 --> 0:22:10.000
<v Speaker 2>He did, just reading a quote from the information. The

0:22:10.080 --> 0:22:12.359
<v Speaker 2>problem might be that and I quote developers who have

0:22:12.440 --> 0:22:15.560
<v Speaker 2>used Omniverse two for building and simulating scenes and objects

0:22:15.920 --> 0:22:17.720
<v Speaker 2>often say the software was hard to use, that it

0:22:17.760 --> 0:22:22.000
<v Speaker 2>easily broken, that its features felt incomplete. So who knows

0:22:22.000 --> 0:22:25.320
<v Speaker 2>what could have happened there? I don't know, I think,

0:22:25.840 --> 0:22:29.600
<v Speaker 2>but Nvidio actually announced stuff though they just chose not

0:22:29.640 --> 0:22:33.600
<v Speaker 2>to announce it at their announcement. Yeah, I mean great,

0:22:33.960 --> 0:22:37.119
<v Speaker 2>what did they announce because I truly missed it. I

0:22:37.240 --> 0:22:38.360
<v Speaker 2>truly I was there.

0:22:38.840 --> 0:22:42.720
<v Speaker 3>Yeah, it's like it wasn't huge. But also they had

0:22:45.280 --> 0:22:47.800
<v Speaker 3>they've had announcements in the past that weren't huge. So

0:22:47.960 --> 0:22:50.560
<v Speaker 3>like back in the day when they were pushing I'm

0:22:50.600 --> 0:22:52.560
<v Speaker 3>trying to remember the name of it, it was like game

0:22:53.600 --> 0:22:57.280
<v Speaker 3>something anyway, they had they had a program where Game Works,

0:22:57.280 --> 0:23:00.400
<v Speaker 3>that's what it was. It had some controversy over the years,

0:23:00.440 --> 0:23:02.200
<v Speaker 3>like all their products, but even when it was just

0:23:02.240 --> 0:23:05.200
<v Speaker 3>game Works, where they were, hey, here's some developer tools

0:23:05.240 --> 0:23:09.240
<v Speaker 3>to make graphics look better, easier, it was kind of

0:23:09.240 --> 0:23:13.879
<v Speaker 3>the pitch. And even when that was it for the

0:23:13.880 --> 0:23:16.480
<v Speaker 3>announcement they didn't have new GPUs, they would still find

0:23:16.520 --> 0:23:18.560
<v Speaker 3>spots to talk about it on stage at keynotes at

0:23:18.560 --> 0:23:21.879
<v Speaker 3>these various shows, and yeah, this time, I mean they

0:23:21.880 --> 0:23:23.359
<v Speaker 3>had DLSS four point five.

0:23:24.359 --> 0:23:27.560
<v Speaker 2>But it's the thing that you can upscale, right, Yeah,

0:23:27.680 --> 0:23:28.840
<v Speaker 2>unless I'm miss unstanding.

0:23:29.040 --> 0:23:32.040
<v Speaker 3>Yeah, it's kind of like more. They've rolled in a

0:23:32.040 --> 0:23:34.119
<v Speaker 3>bunch of things to it now, so it's it's a

0:23:34.200 --> 0:23:40.639
<v Speaker 3>general blanket name to describe the upscaling solution and also

0:23:41.000 --> 0:23:45.800
<v Speaker 3>frame generation and things like that and so so yeah,

0:23:45.840 --> 0:23:47.680
<v Speaker 3>now they have an update to their model. They rolled

0:23:47.680 --> 0:23:51.439
<v Speaker 3>out a transform model last year as opposed to the

0:23:52.960 --> 0:23:57.679
<v Speaker 3>uh neural the CNN model previously, and we tested that

0:23:57.800 --> 0:24:00.880
<v Speaker 3>last year it was improved, and then their new one

0:24:00.880 --> 0:24:03.679
<v Speaker 3>that they have this year, the half step iteration actually

0:24:03.880 --> 0:24:07.200
<v Speaker 3>directly fixes and resolves most of the issues we found

0:24:07.200 --> 0:24:11.040
<v Speaker 3>with the previous one. Yeah, I was like, okay, cool, Yeah,

0:24:11.040 --> 0:24:13.440
<v Speaker 3>they're doing stuff. They you know, they took the feedback,

0:24:13.480 --> 0:24:18.720
<v Speaker 3>they fixed it, and then they don't really show it anywhere.

0:24:18.640 --> 0:24:19.840
<v Speaker 3>It was just kind of disappointing.

0:24:19.920 --> 0:24:24.239
<v Speaker 2>But and so that allows you to run games at

0:24:24.280 --> 0:24:26.440
<v Speaker 2>high resolution or is the frame rate high?

0:24:26.520 --> 0:24:30.040
<v Speaker 3>Just fill that, Yeah, so it sort of fakes it.

0:24:30.040 --> 0:24:33.600
<v Speaker 3>It basically you can run the game as far as

0:24:33.600 --> 0:24:37.040
<v Speaker 3>your computer is concerned. It's being run at a lower resolution,

0:24:37.359 --> 0:24:42.639
<v Speaker 3>so there's a lot fewer pixels, which reduces the load

0:24:42.720 --> 0:24:46.000
<v Speaker 3>on the GPU, especially so if you're on an older

0:24:46.000 --> 0:24:50.440
<v Speaker 3>GPU even more easily run the software to higher performing

0:24:50.520 --> 0:24:54.440
<v Speaker 3>frame rate to get a better experience. And it then

0:24:54.720 --> 0:25:00.440
<v Speaker 3>upscales that lower resolution native render and stitches it back

0:25:00.480 --> 0:25:06.359
<v Speaker 3>together by using machine learned upscaling. And it's one of

0:25:06.359 --> 0:25:09.040
<v Speaker 3>the use cases where it's like not just bullshit two

0:25:09.080 --> 0:25:13.399
<v Speaker 3>letters AI, you know, like it actually does something, and

0:25:13.520 --> 0:25:16.439
<v Speaker 3>so yeah, you get there's there's actually instances now and

0:25:16.480 --> 0:25:19.200
<v Speaker 3>this didn't used to be true, but there's instances now

0:25:19.760 --> 0:25:24.639
<v Speaker 3>rarely where an upscaled output can at times be better

0:25:24.880 --> 0:25:28.439
<v Speaker 3>than a low resolution native output. A lot of that

0:25:28.520 --> 0:25:31.960
<v Speaker 3>has to do with replacing what the game is doing.

0:25:32.000 --> 0:25:34.520
<v Speaker 3>So the game is doing like a temporal anti alias

0:25:34.600 --> 0:25:36.520
<v Speaker 3>and in your place with DLSS, it's going to look

0:25:36.520 --> 0:25:40.240
<v Speaker 3>better and so like it's in I don't know, it's

0:25:40.280 --> 0:25:43.320
<v Speaker 3>that's one of those where it's like the fake frames thing,

0:25:43.680 --> 0:25:46.960
<v Speaker 3>not the biggest fan of, but generally DLSS and the upscaling,

0:25:47.000 --> 0:25:49.960
<v Speaker 3>I think it works fairly well, and they've actually improved

0:25:50.000 --> 0:25:52.639
<v Speaker 3>on it, and they've actually addressed the criticisms and it

0:25:52.760 --> 0:25:55.240
<v Speaker 3>was nowhere to be found in the keynote.

0:25:55.880 --> 0:25:56.800
<v Speaker 2>Yeah, that's it. I get.

0:25:56.880 --> 0:25:57.040
<v Speaker 3>Well.

0:25:57.080 --> 0:26:01.320
<v Speaker 2>I guess the argument being the Okay, they're not going

0:26:01.359 --> 0:26:03.879
<v Speaker 2>to talk about why you don't need a new GPU.

0:26:04.520 --> 0:26:07.760
<v Speaker 3>That's fair. Yeah, but they can't say AI.

0:26:08.400 --> 0:26:11.560
<v Speaker 2>They can say AIS. So it's really really difficult one

0:26:11.600 --> 0:26:14.560
<v Speaker 2>for old Jensen. But you know, moving off of Nvidia,

0:26:14.800 --> 0:26:17.760
<v Speaker 2>I didn't catch it. What did Intel do at CES

0:26:17.840 --> 0:26:18.280
<v Speaker 2>this year?

0:26:19.560 --> 0:26:25.320
<v Speaker 3>Way up to Intel does have actual products that are

0:26:25.520 --> 0:26:28.160
<v Speaker 3>potentially promising. I mean they've got eighteen ins from rolling

0:26:28.160 --> 0:26:32.520
<v Speaker 3>in their new process and what is them that is

0:26:32.600 --> 0:26:36.600
<v Speaker 3>their new process Node where Intel for a while now

0:26:36.640 --> 0:26:41.200
<v Speaker 3>has had to rely on Taiwan Semiconductor Manufacturing Corporation TSMC

0:26:42.040 --> 0:26:46.439
<v Speaker 3>to make their parts. Intel historically has fabbed all of

0:26:46.480 --> 0:26:50.280
<v Speaker 3>its own silicon, and then as its process technology fell

0:26:50.320 --> 0:26:53.720
<v Speaker 3>behind and started losing the race of TSMC, they had

0:26:53.760 --> 0:26:56.320
<v Speaker 3>to take their own in house products and get them

0:26:56.359 --> 0:27:01.800
<v Speaker 3>made by their fab competitor. And now they've gotten some

0:27:01.840 --> 0:27:04.080
<v Speaker 3>of their fabs operational, like one of their new ones

0:27:04.080 --> 0:27:05.840
<v Speaker 3>in the US at least one, it might be two

0:27:07.320 --> 0:27:11.639
<v Speaker 3>to where they're producing their modern, more competitive process technology

0:27:11.640 --> 0:27:17.000
<v Speaker 3>eighteen and Angstrom eighteen A it's called UH, and they've

0:27:17.080 --> 0:27:19.760
<v Speaker 3>rolled out things like backside power delivery, which is a

0:27:19.800 --> 0:27:23.840
<v Speaker 3>more efficient way to deliver power into the CPU. It

0:27:23.880 --> 0:27:28.000
<v Speaker 3>has some benefits where the frequency can be uplifted a

0:27:28.000 --> 0:27:30.480
<v Speaker 3>little bit, a couple percentage points, single digit percentage points.

0:27:30.760 --> 0:27:34.120
<v Speaker 3>And so there's there's actual technology improvements there. Like Nvidia,

0:27:34.560 --> 0:27:40.320
<v Speaker 3>the actual technology and improvements and the engineering got almost

0:27:40.320 --> 0:27:44.160
<v Speaker 3>no airtime at the show. What did they ai?

0:27:44.720 --> 0:27:44.960
<v Speaker 1>Oh?

0:27:45.160 --> 0:27:45.400
<v Speaker 2>What?

0:27:46.000 --> 0:27:46.240
<v Speaker 3>Yeah?

0:27:46.320 --> 0:27:46.600
<v Speaker 2>Sorry?

0:27:47.080 --> 0:27:49.600
<v Speaker 3>I was so. I was so disappointed because it's just

0:27:49.640 --> 0:27:54.000
<v Speaker 3>like man the so you re announced Panther Lake, which

0:27:54.000 --> 0:27:55.880
<v Speaker 3>they announced in October. I think it was.

0:27:57.680 --> 0:28:01.280
<v Speaker 2>M Path lake is the new you see, Yes, thank you, Yes,

0:28:01.400 --> 0:28:05.840
<v Speaker 2>the new SEC solution CPU and yeah for mostly for

0:28:06.119 --> 0:28:09.040
<v Speaker 2>mobile products, handheld laptops and.

0:28:10.480 --> 0:28:14.600
<v Speaker 3>Yeah, and it's kind of like the backside power delivery

0:28:14.640 --> 0:28:18.280
<v Speaker 3>is not a new technology, but it's kind of new

0:28:18.720 --> 0:28:21.720
<v Speaker 3>for being deployed in actual things that you can buy.

0:28:22.480 --> 0:28:26.119
<v Speaker 3>And if you're going to re announce the existence of

0:28:26.160 --> 0:28:27.719
<v Speaker 3>the product, I feel like you might as well take

0:28:27.760 --> 0:28:30.680
<v Speaker 3>the time to just go into detail on the cool

0:28:30.720 --> 0:28:36.720
<v Speaker 3>engineering that makes it actually interesting and potentially competitive. But instead, Yeah,

0:28:36.720 --> 0:28:39.800
<v Speaker 3>they reserve all that time for you know, the usual

0:28:39.840 --> 0:28:43.680
<v Speaker 3>revolving door of executives and suits to come talk about AI.

0:28:44.120 --> 0:28:45.680
<v Speaker 2>But what are they even doing with AI?

0:28:46.120 --> 0:28:46.880
<v Speaker 3>I don't know.

0:28:47.560 --> 0:28:52.600
<v Speaker 4>Oh oh, okay, I thought that rocks.

0:28:53.680 --> 0:28:56.000
<v Speaker 2>You've been in this, You'd be in in hardware for

0:28:56.080 --> 0:29:00.240
<v Speaker 2>decades now, you just who the fuck great stuff? I

0:29:00.320 --> 0:29:00.680
<v Speaker 2>was like.

0:29:01.240 --> 0:29:05.840
<v Speaker 3>Intel, it was It's weird. So I would say if

0:29:05.840 --> 0:29:11.200
<v Speaker 3>I had to rank the keynotes least least worst.

0:29:11.520 --> 0:29:14.680
<v Speaker 2>To best worst, nice, Okay, it would.

0:29:14.560 --> 0:29:18.040
<v Speaker 3>Be I think Intel was the least worst. They were

0:29:18.200 --> 0:29:21.640
<v Speaker 3>not as bad as the others. I watched them among

0:29:21.680 --> 0:29:24.520
<v Speaker 3>the first Little did I know at that point it

0:29:24.560 --> 0:29:26.920
<v Speaker 3>would get worse from there. So I'd put Intel at

0:29:26.920 --> 0:29:30.240
<v Speaker 3>the not as bad scale, uh, and videos in the middle,

0:29:30.640 --> 0:29:33.720
<v Speaker 3>and he's honestly, for me, theirs was the worst.

0:29:34.440 --> 0:29:36.320
<v Speaker 2>I really wish I'd have watched it now.

0:29:36.760 --> 0:29:39.640
<v Speaker 3>Oh it's it sounds you're welcomed. It's still out there.

0:29:40.120 --> 0:29:43.320
<v Speaker 2>Yeah, I could hit myself in the nuts with a

0:29:43.320 --> 0:29:47.400
<v Speaker 2>baseball bat. And that's just really that's that's that sounds

0:29:47.400 --> 0:29:51.400
<v Speaker 2>more fun is He is really depressing though, with Lisa's sue,

0:29:51.440 --> 0:29:55.520
<v Speaker 2>because even a year ago, I would have been like, Okay,

0:29:55.520 --> 0:29:59.360
<v Speaker 2>Lisa is the smart one. Yeah, she's not gonna do

0:29:59.480 --> 0:30:04.040
<v Speaker 2>the key. But but I guess not. I guess it's all

0:30:04.120 --> 0:30:09.200
<v Speaker 2>keys from here on out. Yeah. That's so. It's so weird.

0:30:09.320 --> 0:30:12.160
<v Speaker 2>And I mean I mentioned it earlier and I've ye

0:30:12.280 --> 0:30:14.280
<v Speaker 2>I need to put this in an episode of US

0:30:14.440 --> 0:30:17.000
<v Speaker 2>just a newsletter. But they announced this deal with open

0:30:17.040 --> 0:30:20.400
<v Speaker 2>Ai back in September October last year that they were

0:30:20.400 --> 0:30:22.880
<v Speaker 2>going to build they were going to have the first

0:30:23.160 --> 0:30:27.400
<v Speaker 2>gigawatt of m I four fifty instinct whatever's in a

0:30:27.520 --> 0:30:30.400
<v Speaker 2>data center this year. And I feel like I'm going

0:30:30.440 --> 0:30:35.400
<v Speaker 2>insane because nothing has happened. They haven't raised their guidance,

0:30:36.080 --> 0:30:38.760
<v Speaker 2>they haven't changed anything. They're not. They're not acting as

0:30:38.760 --> 0:30:40.320
<v Speaker 2>if they're going to build it. They're just like, look,

0:30:40.360 --> 0:30:43.640
<v Speaker 2>it's Greg Brockman. You love him, right, Yeah, and he

0:30:43.760 --> 0:30:46.000
<v Speaker 2>just turned like the least charismatic man.

0:30:46.480 --> 0:30:49.600
<v Speaker 3>Yes, story Jensen, Juan his leather jacket.

0:30:49.720 --> 0:30:52.840
<v Speaker 2>Just like, hey guys, yeah, you know, imagine if your

0:30:52.920 --> 0:30:55.640
<v Speaker 2>children could be raised with an AI. Wouldn't that be good?

0:30:56.240 --> 0:30:58.480
<v Speaker 2>They can't do that now, in fact, it can't do

0:30:58.680 --> 0:31:01.440
<v Speaker 2>very much, but what if it could. Welcome to a day.

0:31:01.800 --> 0:31:06.120
<v Speaker 2>This is the Consumer Electronics show. We have no products. Goodbye.

0:31:06.440 --> 0:31:10.200
<v Speaker 3>Yeah, I mean it's am D's in particular. It's just

0:31:10.240 --> 0:31:16.040
<v Speaker 3>like your couent on. Lisa is interesting because you know,

0:31:16.560 --> 0:31:22.240
<v Speaker 3>Jensen absolutely is is intelligent and different multiple different ways.

0:31:22.320 --> 0:31:26.760
<v Speaker 3>And yeah, and so is Lisa. They both have originally

0:31:26.760 --> 0:31:28.880
<v Speaker 3>at least an engineering background. I'm not sure that they

0:31:28.880 --> 0:31:31.120
<v Speaker 3>do much of that now. It's not slight against them,

0:31:31.560 --> 0:31:35.760
<v Speaker 3>but like Lisa, I would say, has had a fairly

0:31:36.040 --> 0:31:41.800
<v Speaker 3>clean reputation of kind of a no bullshit straight shooter. Yeah,

0:31:41.960 --> 0:31:44.360
<v Speaker 3>you know, welcome to our show, here's our stuff, see

0:31:44.400 --> 0:31:48.920
<v Speaker 3>you later. And she's still I would say, it's still

0:31:48.960 --> 0:31:54.040
<v Speaker 3>more of a straight shooter than Jensen. But it's just

0:31:54.120 --> 0:31:56.120
<v Speaker 3>like I don't know, I watched the ay Quy note.

0:31:56.120 --> 0:31:58.960
<v Speaker 3>It's like, oh, okay, you're you're all doing sort of

0:31:58.960 --> 0:32:02.400
<v Speaker 3>the same type of thing right now with the company

0:32:02.440 --> 0:32:08.480
<v Speaker 3>is because it's the same government policy discussions on stage,

0:32:08.480 --> 0:32:11.960
<v Speaker 3>it's the same AI B to B enterprise obsession, data centers,

0:32:12.000 --> 0:32:14.560
<v Speaker 3>and and you just kind of go ah, I thought

0:32:14.600 --> 0:32:17.720
<v Speaker 3>maybe you were different, but yeah.

0:32:17.160 --> 0:32:20.120
<v Speaker 2>You are not only the same, You're really the same

0:32:20.520 --> 0:32:24.040
<v Speaker 2>like you were just it's also very strange based on

0:32:24.120 --> 0:32:28.720
<v Speaker 2>the history, the modern history of like amdvs Nvidia and

0:32:28.920 --> 0:32:32.720
<v Speaker 2>Intel and such, watching a MD being and also ran

0:32:34.240 --> 0:32:37.680
<v Speaker 2>like like, I don't know, I'm not anywhere near as

0:32:37.680 --> 0:32:39.840
<v Speaker 2>bath and this as you, but like I had reached

0:32:39.840 --> 0:32:42.600
<v Speaker 2>a point where it's like, wow, MD isn't a company

0:32:42.600 --> 0:32:45.360
<v Speaker 2>that jumps on shiny objects, or if they do, they

0:32:45.400 --> 0:32:47.520
<v Speaker 2>do so with consideration and thought and how it might.

0:32:47.880 --> 0:32:50.480
<v Speaker 2>Now it's just like, yeah, we're gonna do AI GPUs

0:32:50.920 --> 0:32:53.480
<v Speaker 2>now the ones that are so expensive that the only

0:32:53.520 --> 0:32:56.040
<v Speaker 2>way you can buy them is using debt. That one.

0:32:56.240 --> 0:32:58.760
<v Speaker 2>That's what we're going everything is on this now.

0:32:59.320 --> 0:33:05.640
<v Speaker 3>Yeah, And it's the thing I find if I try

0:33:05.640 --> 0:33:09.560
<v Speaker 3>to take a devil's advocate position I think I think

0:33:09.600 --> 0:33:12.920
<v Speaker 3>the thing I would say would be, well, but if

0:33:12.920 --> 0:33:16.480
<v Speaker 3>they don't try at all, then they get completely left

0:33:16.520 --> 0:33:20.720
<v Speaker 3>behind and there's zero competition for Nvidia. I don't know

0:33:20.760 --> 0:33:23.240
<v Speaker 3>the best responses to that, like other than well you

0:33:23.240 --> 0:33:26.080
<v Speaker 3>could do it in more moderation, or do we really

0:33:26.120 --> 0:33:29.080
<v Speaker 3>have to try? Though? But yeah, you know, I think

0:33:29.120 --> 0:33:31.280
<v Speaker 3>that's probably the response is like, well, what do you

0:33:31.320 --> 0:33:33.160
<v Speaker 3>want them to do? And that's what I see a

0:33:33.160 --> 0:33:36.240
<v Speaker 3>lot of that when I I read a lot of

0:33:36.280 --> 0:33:41.320
<v Speaker 3>the initial comments on content from a place of like

0:33:41.440 --> 0:33:46.640
<v Speaker 3>actually trying to gather sort of feedback. I would say

0:33:46.640 --> 0:33:50.520
<v Speaker 3>the general the general sentiment definitely, at least in our channel,

0:33:50.600 --> 0:33:52.560
<v Speaker 3>is aligned with kind of how you and I are

0:33:52.560 --> 0:33:55.120
<v Speaker 3>both talking right now. If you look at the people

0:33:55.120 --> 0:34:01.280
<v Speaker 3>who are more cynical of the negativity in good faith,

0:34:01.440 --> 0:34:06.320
<v Speaker 3>I think they I do think a lot of times

0:34:06.360 --> 0:34:08.600
<v Speaker 3>it comes down to, well, what would you have them do?

0:34:10.560 --> 0:34:17.040
<v Speaker 3>Almost as if to say, not pursuing you know, infinite

0:34:17.440 --> 0:34:23.239
<v Speaker 3>money glitches is impossible, like you have you literally have

0:34:23.280 --> 0:34:25.640
<v Speaker 3>to pursue an infant money glitch in this market. I

0:34:25.680 --> 0:34:31.520
<v Speaker 3>think that's probably the argument, or maybe that it's idealistic

0:34:31.600 --> 0:34:33.239
<v Speaker 3>to assume that they wouldn't right.

0:34:33.440 --> 0:34:36.080
<v Speaker 2>I think the no, I think you're right. It's just

0:34:36.120 --> 0:34:40.640
<v Speaker 2>the level of maybe they're making the money now, but

0:34:40.800 --> 0:34:42.800
<v Speaker 2>I don't even know if I am d MS these

0:34:42.920 --> 0:34:47.600
<v Speaker 2>days and revenue like it's a hit four point three

0:34:47.640 --> 0:34:51.440
<v Speaker 2>billion in Q three twenty twenty five. I mean, it's like, okay,

0:34:51.560 --> 0:34:53.880
<v Speaker 2>you can get that money the stock. It's good for

0:34:53.920 --> 0:34:57.000
<v Speaker 2>the stock and all that. But the same time, how

0:34:57.040 --> 0:34:59.640
<v Speaker 2>do you walk this back? If you fail? How do

0:34:59.680 --> 0:35:02.000
<v Speaker 2>you walk? But because that's the thing that I keep saying,

0:35:02.040 --> 0:35:05.040
<v Speaker 2>because putting aside how anyone feels about AI in any

0:35:05.080 --> 0:35:09.600
<v Speaker 2>particular moment, it is proof that this is not coming

0:35:09.600 --> 0:35:11.959
<v Speaker 2>out of cash flows, that this has to come out

0:35:12.040 --> 0:35:17.279
<v Speaker 2>of DAM and AMD. I don't know AMD staking their

0:35:17.440 --> 0:35:21.840
<v Speaker 2>entire future on this. It just feels it feels chaotic.

0:35:21.880 --> 0:35:25.000
<v Speaker 2>It doesn't feel like a strategic There is no strategic mote.

0:35:25.000 --> 0:35:27.080
<v Speaker 2>They're not trying to be I'm sure that they'll claim

0:35:27.120 --> 0:35:31.439
<v Speaker 2>there is something, but they're trying like there's no real

0:35:31.560 --> 0:35:34.359
<v Speaker 2>difference other than they're not as powerful and they don't

0:35:34.360 --> 0:35:36.600
<v Speaker 2>have kuda. They're trying with hip dif I guess which

0:35:36.640 --> 0:35:37.840
<v Speaker 2>is their version of kudo.

0:35:38.040 --> 0:35:43.799
<v Speaker 3>Kind of do you think if this all implodes. Do

0:35:43.840 --> 0:35:47.800
<v Speaker 3>you think I saw a comment that was interesting to

0:35:47.840 --> 0:35:51.640
<v Speaker 3>me where no particular evidence or anything, but the guy

0:35:51.800 --> 0:35:56.799
<v Speaker 3>just said if it all collapses, he thought AMD would

0:35:56.800 --> 0:35:59.320
<v Speaker 3>get screwed the most because he said they just don't

0:35:59.320 --> 0:36:02.520
<v Speaker 3>have the cash to deal with the collapse like on

0:36:02.600 --> 0:36:06.319
<v Speaker 3>video does. I mean, what's your take on that.

0:36:07.360 --> 0:36:11.319
<v Speaker 2>I mean, let's see their free cash flow two point

0:36:11.320 --> 0:36:13.920
<v Speaker 2>four billion. I mean it really comes down to the

0:36:13.920 --> 0:36:16.239
<v Speaker 2>cash and hand which I'm gonna look. I'm gonna look

0:36:16.239 --> 0:36:19.600
<v Speaker 2>at live on air. So they got about five billion,

0:36:20.600 --> 0:36:24.719
<v Speaker 2>let's see seven billion on hand. I mean when a

0:36:24.920 --> 0:36:29.000
<v Speaker 2>crash happens, I don't think it's something where in Video

0:36:29.120 --> 0:36:32.640
<v Speaker 2>dies or AMD dies. I think Oracle could. I think Oracle.

0:36:32.840 --> 0:36:35.560
<v Speaker 2>Oracle has negative thirteen billion dollars of cash flow, the're fucked.

0:36:35.920 --> 0:36:38.880
<v Speaker 2>But with AMD, it's like I am not super familiar

0:36:38.920 --> 0:36:41.160
<v Speaker 2>with their finances well enough to say, oh, this will

0:36:41.160 --> 0:36:43.399
<v Speaker 2>mess them up. That being said, they have a much

0:36:43.480 --> 0:36:46.880
<v Speaker 2>much much smaller cushion, right, like their cushion is like

0:36:47.080 --> 0:36:49.240
<v Speaker 2>in video has like tens of billions of dollars in cash.

0:36:49.280 --> 0:36:55.160
<v Speaker 2>I think ah AMD AMD as well. Their business, They've

0:36:55.280 --> 0:36:57.640
<v Speaker 2>they've really had to yank their business yeah, they have

0:36:57.680 --> 0:37:00.480
<v Speaker 2>about seven billion dollars in inventory as well. They've really

0:37:00.480 --> 0:37:03.560
<v Speaker 2>had to yank their business towards AI rather than they've

0:37:03.560 --> 0:37:07.480
<v Speaker 2>had to rush to catch up, which is not great.

0:37:07.560 --> 0:37:10.319
<v Speaker 2>If this explodes, and then the longer it takes for

0:37:10.360 --> 0:37:12.560
<v Speaker 2>this to explode, the better it will be for MD

0:37:13.160 --> 0:37:15.080
<v Speaker 2>just because they will be able to make some sales

0:37:15.120 --> 0:37:18.440
<v Speaker 2>and actually get some instincts out the door. If it

0:37:18.480 --> 0:37:21.040
<v Speaker 2>breaks in the next year, they're in real trouble. And also,

0:37:21.840 --> 0:37:24.360
<v Speaker 2>I personally am looking forward to watching all these companies

0:37:24.400 --> 0:37:27.800
<v Speaker 2>have to explain what they were doing, like hey did.

0:37:27.800 --> 0:37:30.560
<v Speaker 3>Like ideally in front of a congressional committee.

0:37:30.120 --> 0:37:33.400
<v Speaker 2>Yes exactly, or like over a shark tank or something

0:37:33.440 --> 0:37:38.680
<v Speaker 2>like that, like because it's just throughout ces. Actually, I'll

0:37:38.680 --> 0:37:41.840
<v Speaker 2>give you a great example. The worst presentation I watched

0:37:41.960 --> 0:37:44.919
<v Speaker 2>was actually yesterday. Okay, I watched it on the fly

0:37:45.320 --> 0:37:47.600
<v Speaker 2>and it was only five minutes, and it pissed me off.

0:37:47.640 --> 0:37:51.640
<v Speaker 2>So Lenovo, Ah, you remember Lenovo, they make laptops and such,

0:37:51.960 --> 0:37:55.960
<v Speaker 2>Remember that famous famous laptop company, Lenovo. So they rented

0:37:56.000 --> 0:38:00.000
<v Speaker 2>out the Las Vegas sphere Okay, and they get up.

0:38:00.160 --> 0:38:02.719
<v Speaker 2>I'm wondering if I can actually get this get the

0:38:02.840 --> 0:38:06.640
<v Speaker 2>quote of what the CEO said, because the CEO got

0:38:06.640 --> 0:38:09.680
<v Speaker 2>on stage, don't remember his name, not gonna lie. See

0:38:10.239 --> 0:38:15.040
<v Speaker 2>here we go, here we go, and I quote. Nowadays,

0:38:15.080 --> 0:38:17.960
<v Speaker 2>AI is no longer just generating answers, writing code, creating

0:38:18.000 --> 0:38:22.319
<v Speaker 2>images and producing videos. I mean citation needed. AI is

0:38:22.400 --> 0:38:26.080
<v Speaker 2>quickly evolving and gaining new capabilities, sensing our three dimensional world,

0:38:26.160 --> 0:38:29.200
<v Speaker 2>understanding how things move and connect, learning our logic and complexity,

0:38:29.239 --> 0:38:32.360
<v Speaker 2>and interacting with reality in ways never seen before. AI

0:38:32.480 --> 0:38:36.400
<v Speaker 2>is everywhere. So based on that, you would think that

0:38:37.120 --> 0:38:39.880
<v Speaker 2>they would have something new. What they actually had was

0:38:39.920 --> 0:38:45.120
<v Speaker 2>an AI called Kira Qira. That was they called a

0:38:45.160 --> 0:38:48.359
<v Speaker 2>superagent and you'll be shocked to hear. It can summarize things,

0:38:48.400 --> 0:38:50.920
<v Speaker 2>It can tell you what's on your calendar, it can

0:38:50.960 --> 0:38:54.240
<v Speaker 2>look things up. The worst part was because the CEO

0:38:54.360 --> 0:38:56.719
<v Speaker 2>came on did his kind of like word vomit, and

0:38:56.760 --> 0:39:00.440
<v Speaker 2>they just walked off and this unnamed spokes person, this

0:39:00.480 --> 0:39:03.319
<v Speaker 2>woman comes ang. It's like, Kira, what do you see

0:39:03.320 --> 0:39:05.200
<v Speaker 2>around you? And he goes, I see, we're in there.

0:39:05.280 --> 0:39:06.960
<v Speaker 2>It's a big screen and this, that and the other,

0:39:07.000 --> 0:39:08.880
<v Speaker 2>and they say the size of the screen of the

0:39:08.880 --> 0:39:11.200
<v Speaker 2>sphere and it's wrong. It was like a hunt. It

0:39:11.400 --> 0:39:14.879
<v Speaker 2>is just just immediately, but also it's like, wow, that's

0:39:14.880 --> 0:39:17.439
<v Speaker 2>so new, except multimodel AI has been around for years.

0:39:17.960 --> 0:39:21.400
<v Speaker 2>So and then she says, well, Kira, when I have

0:39:21.480 --> 0:39:23.920
<v Speaker 2>some time later, what should I get for my kids?

0:39:23.960 --> 0:39:27.320
<v Speaker 2>So it's just like, oh, great, yeah, you fucking Kira.

0:39:27.440 --> 0:39:29.760
<v Speaker 2>I am? I am. I don't give a fuck about

0:39:29.800 --> 0:39:31.719
<v Speaker 2>my family. What can I do?

0:39:32.239 --> 0:39:32.640
<v Speaker 3>What suld I?

0:39:33.120 --> 0:39:37.399
<v Speaker 2>Yeah, I'm too busy rebranding a chatbot as a new thing,

0:39:37.960 --> 0:39:42.720
<v Speaker 2>and I shit you not. It goes Las Vegas's fashion

0:39:42.760 --> 0:39:45.840
<v Speaker 2>more has some laboo boos that kids will go crazy for. Ye,

0:39:46.360 --> 0:39:48.360
<v Speaker 2>and I was just I was on a plane, so

0:39:48.400 --> 0:39:50.319
<v Speaker 2>I couldn't make the noise I wanted to make, which

0:39:50.400 --> 0:39:54.640
<v Speaker 2>was just a guttural raw, just a just complete disgust.

0:40:06.520 --> 0:40:10.080
<v Speaker 3>I have their press release here and it says it

0:40:10.160 --> 0:40:14.440
<v Speaker 3>is AIH but did you know their definition of AI?

0:40:14.960 --> 0:40:18.120
<v Speaker 3>No tell me because it's not the same as everyone else's. Oh,

0:40:18.160 --> 0:40:24.359
<v Speaker 3>there's Lenovo Kira called a personal Ambient Intelligence system. That's

0:40:24.440 --> 0:40:28.200
<v Speaker 3>Ambient Intelligence AI. It says we'll begin rolling out on

0:40:28.280 --> 0:40:31.799
<v Speaker 3>select Lenovo and Motorola products and it's yeah, so it's

0:40:31.840 --> 0:40:35.080
<v Speaker 3>going to help people move more easily between PCs, tablet

0:40:35.160 --> 0:40:41.560
<v Speaker 3>and phones by keeping tasks connected again see Google Calendar

0:40:41.880 --> 0:40:43.240
<v Speaker 3>or any calendar app.

0:40:43.400 --> 0:40:48.480
<v Speaker 2>Yeah, it was, and like the sphere is that probably

0:40:48.520 --> 0:40:51.920
<v Speaker 2>cost them north of ten million dollars to rent that,

0:40:52.360 --> 0:40:55.800
<v Speaker 2>And then probably that spokesperson was definitely I don't know

0:40:55.840 --> 0:40:58.040
<v Speaker 2>if she worked for Lenovo. She was very clearly like

0:40:58.520 --> 0:41:02.680
<v Speaker 2>a seasoned actor right in the sense that she was lying.

0:41:03.760 --> 0:41:07.319
<v Speaker 2>But it was just it was remarkable because it's it

0:41:07.400 --> 0:41:10.520
<v Speaker 2>was just I've watched a lot of ces keynotes, I've

0:41:10.560 --> 0:41:12.160
<v Speaker 2>gone to a lot of ces is, and I've heard

0:41:12.160 --> 0:41:17.799
<v Speaker 2>a lot of bullshit. This feels like this feels like

0:41:18.000 --> 0:41:21.360
<v Speaker 2>just the year when everybody just gave up on trying.

0:41:21.440 --> 0:41:24.200
<v Speaker 2>They were just like, it's a large language, it's AI

0:41:24.440 --> 0:41:28.200
<v Speaker 2>is large language model. Good you like this, and they

0:41:28.239 --> 0:41:30.800
<v Speaker 2>were claiming it's their own ambient intelligence. You'll be shocked

0:41:30.800 --> 0:41:33.040
<v Speaker 2>to hear it's just connected to Microsoft as.

0:41:32.960 --> 0:41:34.840
<v Speaker 3>You're a great Yeah.

0:41:34.880 --> 0:41:37.040
<v Speaker 2>And then rightly, and she's like, and here I have

0:41:37.440 --> 0:41:39.400
<v Speaker 2>a proof of content. To be clear, this is like

0:41:39.480 --> 0:41:42.239
<v Speaker 2>minutes of her just doing the classical them bullshit. And

0:41:42.400 --> 0:41:46.759
<v Speaker 2>right she says, I have here a proof of concept,

0:41:47.040 --> 0:41:49.160
<v Speaker 2>and what it is is it records what you're saying,

0:41:49.160 --> 0:41:52.239
<v Speaker 2>but only when you give it permission. Oh, and it

0:41:52.360 --> 0:41:57.279
<v Speaker 2>transcribes everything. It's also just yes, I also don't trust that.

0:41:57.480 --> 0:41:59.280
<v Speaker 2>But on top of it, it's like, wow, a device

0:41:59.320 --> 0:42:01.040
<v Speaker 2>that records you in transcribes everything.

0:42:01.320 --> 0:42:04.040
<v Speaker 3>You don't even need AI for that, right, like.

0:42:04.840 --> 0:42:09.640
<v Speaker 2>Alta, Yeah, well literally any LLLM will do this. I

0:42:09.680 --> 0:42:14.279
<v Speaker 2>mean it's almost as if nobody has anything. I mean,

0:42:14.400 --> 0:42:18.319
<v Speaker 2>Lenovo did have this really cool unrolling screen situation that

0:42:18.440 --> 0:42:20.279
<v Speaker 2>was pretty cool. I like that they didn't show that.

0:42:20.400 --> 0:42:24.520
<v Speaker 2>They can't show that. You can't can't be showing interesting stuff.

0:42:24.560 --> 0:42:25.279
<v Speaker 2>You have to show so.

0:42:25.480 --> 0:42:28.720
<v Speaker 3>You can't show the screen products inside of the giant

0:42:28.760 --> 0:42:30.320
<v Speaker 3>El Las Vegas.

0:42:30.440 --> 0:42:33.800
<v Speaker 2>How would people possibly see it? It's so weird.

0:42:34.360 --> 0:42:37.799
<v Speaker 3>It's but I don't so is is.

0:42:40.000 --> 0:42:40.400
<v Speaker 1>I don't know?

0:42:40.440 --> 0:42:42.040
<v Speaker 3>I kind of I almost I want to come back

0:42:42.040 --> 0:42:46.120
<v Speaker 3>to this negativity topic a little bit because it is

0:42:46.160 --> 0:42:48.160
<v Speaker 3>something I've been thinking about a lot lately. We're just like,

0:42:49.040 --> 0:42:52.080
<v Speaker 3>it's you know, we're trying to balance as best we can,

0:42:52.400 --> 0:42:57.560
<v Speaker 3>palate cleansers of there's a lot of bad things. Let's

0:42:57.600 --> 0:42:59.680
<v Speaker 3>make sure we're still trying to get some coverage of

0:42:59.680 --> 0:43:04.080
<v Speaker 3>good things, interesting, fun, education, whatever, but not to the

0:43:04.080 --> 0:43:09.560
<v Speaker 3>point of it just being for purposes of you don't

0:43:09.560 --> 0:43:12.440
<v Speaker 3>want to hide from reality, right, Yeah, so there's got

0:43:12.480 --> 0:43:18.319
<v Speaker 3>to be a balance, But I just it for me,

0:43:19.760 --> 0:43:23.000
<v Speaker 3>the negative things that are going on right now in

0:43:23.040 --> 0:43:28.080
<v Speaker 3>the tech industry have become so intertwined with global economics

0:43:28.120 --> 0:43:33.600
<v Speaker 3>and politics that it's a lot worse, I think than

0:43:33.800 --> 0:43:39.400
<v Speaker 3>just this series of GPUs is bad and you're not

0:43:39.440 --> 0:43:42.640
<v Speaker 3>going to like the frame rate with them, you know,

0:43:43.320 --> 0:43:45.640
<v Speaker 3>it's a lot more wide reaching. And I have a

0:43:45.640 --> 0:43:49.040
<v Speaker 3>hard time like the negativity for me or the criticism.

0:43:49.080 --> 0:43:55.920
<v Speaker 3>The cynicism doesn't it's not an act. It's I actually

0:43:55.960 --> 0:43:58.480
<v Speaker 3>am very concerned about the direction of where things are

0:43:58.480 --> 0:44:02.759
<v Speaker 3>headed right now. Uh, And so I don't know what

0:44:02.840 --> 0:44:06.120
<v Speaker 3>you you know, It's like I don't know what to

0:44:06.160 --> 0:44:09.759
<v Speaker 3>say to someone who's like everything so negative, because we

0:44:09.880 --> 0:44:12.000
<v Speaker 3>put a couple of pieces out that are more positive,

0:44:12.000 --> 0:44:15.240
<v Speaker 3>but you're really you're just kind of hiding from reality

0:44:15.280 --> 0:44:15.880
<v Speaker 3>at some point.

0:44:16.000 --> 0:44:19.120
<v Speaker 2>So yeah, it's it's weird as well, because I mean,

0:44:19.160 --> 0:44:21.400
<v Speaker 2>we did nineteen hours at CES and I asked everyone,

0:44:21.440 --> 0:44:24.480
<v Speaker 2>did you see stuff you liked? And I, shit, you not.

0:44:25.680 --> 0:44:29.160
<v Speaker 2>The most consistent thing I got was, yeah, I saw

0:44:29.200 --> 0:44:35.320
<v Speaker 2>a battery. I liked and every like Cory Doctoro found

0:44:35.480 --> 0:44:37.839
<v Speaker 2>a plug that he really liked.

0:44:38.239 --> 0:44:40.719
<v Speaker 3>Okay, like that goes into a like yeah, like.

0:44:40.680 --> 0:44:43.760
<v Speaker 2>A British plug that has a satisfying metallic click.

0:44:44.520 --> 0:44:45.160
<v Speaker 3>That's nice.

0:44:45.440 --> 0:44:47.760
<v Speaker 2>Yeah, but that's the thing I'm not even see.

0:44:47.800 --> 0:44:50.799
<v Speaker 3>Why can't you be happy ed exactly for.

0:44:51.560 --> 0:44:56.920
<v Speaker 2>Look plug plug clickluck plug click. It's the thing is

0:44:57.080 --> 0:44:59.560
<v Speaker 2>I love my dud dud's, my gizmo's. I love seeing

0:44:59.600 --> 0:45:03.200
<v Speaker 2>like the TVs when nice there's big old TVs. We

0:45:03.840 --> 0:45:04.880
<v Speaker 2>like a big television.

0:45:05.320 --> 0:45:09.560
<v Speaker 3>Some computer cases that looked interesting, but even those, even

0:45:09.640 --> 0:45:13.120
<v Speaker 3>those well so even those the public doesn't know some

0:45:13.160 --> 0:45:17.359
<v Speaker 3>of this yet, they will soon. But the preview is

0:45:17.400 --> 0:45:22.879
<v Speaker 3>that even the cases that are nice are nested in

0:45:23.400 --> 0:45:27.960
<v Speaker 3>bad things that are about to happen. And it's because

0:45:28.160 --> 0:45:30.840
<v Speaker 3>the companies like the computer case and the cooler companies

0:45:31.600 --> 0:45:35.959
<v Speaker 3>cannot survive when people can't afford to buy a stick

0:45:36.120 --> 0:45:41.560
<v Speaker 3>ram and oh yeah there's like as of the last week,

0:45:41.719 --> 0:45:45.080
<v Speaker 3>two major companies in the computer case and cool inside

0:45:46.200 --> 0:45:51.359
<v Speaker 3>have terminated. Basically, they're like entire staff for one of them,

0:45:51.400 --> 0:45:53.640
<v Speaker 3>and then the significant amount of the staff for the other,

0:45:54.239 --> 0:45:57.000
<v Speaker 3>and so it's in these companies are companies that just

0:45:57.080 --> 0:46:01.480
<v Speaker 3>showed actually pretty cool cases at yes, you know, but

0:46:01.520 --> 0:46:04.799
<v Speaker 3>then it's it's sort of the last hurrah what they

0:46:04.840 --> 0:46:07.279
<v Speaker 3>can get across the line, and then they're just out

0:46:07.320 --> 0:46:07.720
<v Speaker 3>of money.

0:46:08.520 --> 0:46:13.480
<v Speaker 2>Yeah, it's I mean, I don't know. I have also

0:46:13.480 --> 0:46:15.960
<v Speaker 2>had the opposite, like a few weeks, like maybe a

0:46:15.960 --> 0:46:17.680
<v Speaker 2>month ago, I had I was like, I like the

0:46:17.719 --> 0:46:20.480
<v Speaker 2>iPhone Air and I got so many comments people, you

0:46:20.560 --> 0:46:23.319
<v Speaker 2>fucking chill you thought you could, you could fuck and

0:46:23.400 --> 0:46:26.680
<v Speaker 2>chill Apple. It's true. Apple has tons of shitty things,

0:46:26.760 --> 0:46:30.439
<v Speaker 2>like they their app store is a horrifying mob like thing.

0:46:30.920 --> 0:46:34.520
<v Speaker 2>They won't take they won't take X's child porn generateor down,

0:46:34.560 --> 0:46:37.440
<v Speaker 2>but they will take down like the ice app. Like

0:46:37.480 --> 0:46:40.439
<v Speaker 2>it's it's very Yeah, it's very like there are tons

0:46:40.440 --> 0:46:43.799
<v Speaker 2>of bad things. But at the same time, to your point, yeah,

0:46:43.960 --> 0:46:48.440
<v Speaker 2>being negative is kind of just telling people what's happening.

0:46:48.600 --> 0:46:51.799
<v Speaker 2>Like the RAM crisis in and of itself was a

0:46:51.840 --> 0:46:55.680
<v Speaker 2>big conversation during the show, and it's like, yeah, everything

0:46:55.760 --> 0:46:57.960
<v Speaker 2>is going to get more expensive because of this, and

0:46:58.000 --> 0:47:02.480
<v Speaker 2>I think the I think it's odd to not be negative,

0:47:03.400 --> 0:47:06.600
<v Speaker 2>even when like trying to be positive right now makes

0:47:06.600 --> 0:47:09.799
<v Speaker 2>you sound like an insane person xd everything out, being

0:47:09.920 --> 0:47:12.640
<v Speaker 2>like this is the year that agents take over can

0:47:12.680 --> 0:47:15.640
<v Speaker 2>shoome it just you just have to just stop lying,

0:47:16.360 --> 0:47:16.680
<v Speaker 2>like you.

0:47:16.680 --> 0:47:19.600
<v Speaker 3>Just stop lying from it where it's like, yeah, I

0:47:19.640 --> 0:47:23.080
<v Speaker 3>can I can find a computer case to be happy about.

0:47:23.440 --> 0:47:26.960
<v Speaker 3>H and we will, you know, we'll publish reviews of

0:47:27.040 --> 0:47:31.880
<v Speaker 3>products that are good. But yeah, you just you can't

0:47:31.880 --> 0:47:36.120
<v Speaker 3>strip out the general undertone because I don't know, I've

0:47:36.200 --> 0:47:39.920
<v Speaker 3>I've even seen some comments about that where there was

0:47:39.960 --> 0:47:42.719
<v Speaker 3>one that I agreed with, I didn't disagree with at all,

0:47:42.800 --> 0:47:45.120
<v Speaker 3>but where the guy referenced an ad we had for

0:47:45.160 --> 0:47:49.120
<v Speaker 3>a thermal take case in a video and and I

0:47:49.200 --> 0:47:51.879
<v Speaker 3>always wanted to heart it too, and he said, oh,

0:47:52.000 --> 0:47:54.520
<v Speaker 3>this case looks awesome. It'll be great to put the

0:47:54.760 --> 0:47:57.640
<v Speaker 3>nothing inside of it that I can afford. Yeah, see

0:47:57.640 --> 0:48:02.919
<v Speaker 3>it out. And I don't blame them letely agree. So yeah,

0:48:02.920 --> 0:48:05.520
<v Speaker 3>it's just I don't know, I've never seen it this bad.

0:48:05.600 --> 0:48:09.360
<v Speaker 3>And it's not just technology. It's just like, uh, or

0:48:09.360 --> 0:48:12.000
<v Speaker 3>I should say, it's not just consumer gaming, it's technology

0:48:12.120 --> 0:48:16.880
<v Speaker 3>sort of broadly has this this problem, and it's AI

0:48:17.239 --> 0:48:21.000
<v Speaker 3>and the need to keep this bubble inflated has crept

0:48:21.040 --> 0:48:23.919
<v Speaker 3>into everything, including just if you want to go buy

0:48:25.160 --> 0:48:29.239
<v Speaker 3>groceries or whatever, you know where they're manipulating pricing in

0:48:29.280 --> 0:48:29.880
<v Speaker 3>some stores.

0:48:29.960 --> 0:48:32.840
<v Speaker 2>So well, I think what my whole thing is my

0:48:32.960 --> 0:48:36.840
<v Speaker 2>rot economy, all the growth that all costs thing like

0:48:36.920 --> 0:48:39.440
<v Speaker 2>I like, of course that is my bit, but it

0:48:39.560 --> 0:48:41.560
<v Speaker 2>is kind of that. It's they've chased out all the

0:48:41.600 --> 0:48:46.399
<v Speaker 2>people that run these companies that make actual technology and

0:48:46.480 --> 0:48:49.640
<v Speaker 2>those that have those that have remained, those that those

0:48:49.640 --> 0:48:52.920
<v Speaker 2>that are actually run by technology people are technologist like

0:48:53.040 --> 0:48:56.000
<v Speaker 2>Elisa Sarra or Jensen Want are just like fuck it,

0:48:56.520 --> 0:48:58.880
<v Speaker 2>Number co Op. We must buy as much as possible,

0:48:58.920 --> 0:49:02.440
<v Speaker 2>we must sell as much as everything, must have every ramstick.

0:49:03.000 --> 0:49:07.880
<v Speaker 2>I just I think the a reckoning is coming for

0:49:08.040 --> 0:49:11.480
<v Speaker 2>everything related to technology, and I think it is going

0:49:11.520 --> 0:49:14.160
<v Speaker 2>to be bloody, not literally, but I think it's got

0:49:14.440 --> 0:49:17.880
<v Speaker 2>like most of ces La lam rappers.

0:49:17.680 --> 0:49:21.480
<v Speaker 3>Right, like what was it called something with a queue

0:49:21.480 --> 0:49:22.520
<v Speaker 3>for Lenovo.

0:49:22.680 --> 0:49:27.399
<v Speaker 2>Quit Hero Kira Yeah, yeah, just like everything had an

0:49:27.440 --> 0:49:31.120
<v Speaker 2>ELM and they were I think consumers are also aware

0:49:31.160 --> 0:49:34.400
<v Speaker 2>they're being lied to in a way that they're not usually.

0:49:34.640 --> 0:49:38.320
<v Speaker 3>Right and not usually lied to or not usually aware.

0:49:38.640 --> 0:49:42.520
<v Speaker 2>They're usually not aware of it or at the the

0:49:42.600 --> 0:49:45.080
<v Speaker 2>wank is not as whang. The wank has never been

0:49:45.120 --> 0:49:50.120
<v Speaker 2>this wanky. It's never been so bad that right now

0:49:50.160 --> 0:49:53.439
<v Speaker 2>it's the wank. It's the peak wank. Yeah, that's that's good.

0:49:53.480 --> 0:49:56.480
<v Speaker 2>I'm gonna write that down. But it's I think it's

0:49:56.480 --> 0:49:59.839
<v Speaker 2>also the it's never hurt this much like. It's never

0:50:00.120 --> 0:50:03.080
<v Speaker 2>in a case where it's like, hey, everything's getting more

0:50:03.120 --> 0:50:04.920
<v Speaker 2>expensive because we must buy all the RAM for this

0:50:05.000 --> 0:50:07.319
<v Speaker 2>thing you don't like. Also, this thing you don't like,

0:50:07.360 --> 0:50:09.520
<v Speaker 2>we're going to tell you it does things that it doesn't,

0:50:09.719 --> 0:50:11.759
<v Speaker 2>but you're gonna need to adopt it now or you'll

0:50:11.800 --> 0:50:13.960
<v Speaker 2>be left behind. By the way, you should be scared

0:50:13.960 --> 0:50:15.839
<v Speaker 2>for your job because you're going to be overtaken by

0:50:15.840 --> 0:50:18.200
<v Speaker 2>the software that doesn't work that's making everything more expensive.

0:50:18.760 --> 0:50:21.279
<v Speaker 2>I just think it's pushing people to a limit. And

0:50:21.280 --> 0:50:23.280
<v Speaker 2>I even said this on the show. I'm not buying

0:50:23.560 --> 0:50:26.439
<v Speaker 2>new electronics for a while. I'm for the first time

0:50:26.480 --> 0:50:28.680
<v Speaker 2>in like seventeen generations, I'm not going to buy the

0:50:28.719 --> 0:50:31.839
<v Speaker 2>next iPhone. I'm going to buy used for as long

0:50:31.920 --> 0:50:34.919
<v Speaker 2>as humanly possible. My MacBook here is like three years old.

0:50:35.080 --> 0:50:37.480
<v Speaker 2>I don't know why i'd update that, because I think

0:50:37.520 --> 0:50:43.319
<v Speaker 2>that that's the only thing that will possibly shift. And

0:50:43.360 --> 0:50:46.879
<v Speaker 2>also new electronics are not as like there's not really

0:50:46.920 --> 0:50:47.960
<v Speaker 2>anything new either.

0:50:48.440 --> 0:50:52.319
<v Speaker 3>Yeah, I mean I feel the same way with Uh.

0:50:53.400 --> 0:50:56.400
<v Speaker 3>I don't know. I went through and canceled some subscriptions

0:50:56.440 --> 0:51:01.480
<v Speaker 3>to software Company, which is just my favorite thing, toscribed. Yeah,

0:51:01.560 --> 0:51:03.759
<v Speaker 3>and you know, part of the reason I was canceling them,

0:51:03.880 --> 0:51:05.400
<v Speaker 3>I was like, I don't know, maybe we have a

0:51:05.520 --> 0:51:07.239
<v Speaker 3>use for this couple times a year. We probably get

0:51:07.239 --> 0:51:09.000
<v Speaker 3>the we probably get the value out of it. But

0:51:09.640 --> 0:51:13.280
<v Speaker 3>I just it's it's the smallest form of protest, I guess,

0:51:13.320 --> 0:51:16.759
<v Speaker 3>and it for me, it felt like putting your money

0:51:16.800 --> 0:51:18.560
<v Speaker 3>where your mouth is a little bit. You know, if

0:51:18.560 --> 0:51:20.240
<v Speaker 3>I'm going to complain about all this shit, I should

0:51:20.239 --> 0:51:23.439
<v Speaker 3>at least stop feeding into some of it. Yeah, and

0:51:24.200 --> 0:51:27.760
<v Speaker 3>I don't know my like. So, I've got three computers

0:51:27.760 --> 0:51:30.160
<v Speaker 3>I use regularly, two at the office, one home, and

0:51:30.560 --> 0:51:33.440
<v Speaker 3>two of them have ten ADYTI is from what is it,

0:51:33.440 --> 0:51:37.839
<v Speaker 3>twenty sixteen? I think in them seventeen and uh. If

0:51:37.880 --> 0:51:42.200
<v Speaker 3>I play games, it's like, you know, independent developer indie games,

0:51:42.320 --> 0:51:44.879
<v Speaker 3>and they tend to not need ray tracing and they

0:51:44.880 --> 0:51:49.160
<v Speaker 3>play just fine on it. And and at the office,

0:51:49.160 --> 0:51:51.719
<v Speaker 3>I've you know, have newer stuff for video editing, but yeah,

0:51:51.880 --> 0:51:55.759
<v Speaker 3>I I don't know. I think the only concern I

0:51:55.800 --> 0:51:59.680
<v Speaker 3>have with the well, do you just boycott broadly? Do

0:51:59.680 --> 0:52:02.440
<v Speaker 3>you try and organize or whatever a boycott or I

0:52:02.440 --> 0:52:04.799
<v Speaker 3>think the only conturn I have is it seems that

0:52:04.800 --> 0:52:10.120
<v Speaker 3>these companies can if you don't want it, fine, they

0:52:10.200 --> 0:52:12.839
<v Speaker 3>want it you know, yeah, you can rent it back

0:52:12.880 --> 0:52:13.799
<v Speaker 3>from them later.

0:52:14.160 --> 0:52:17.279
<v Speaker 2>But right up until they can't. Because the thing I

0:52:17.360 --> 0:52:19.480
<v Speaker 2>keep coming back to is all of this is based

0:52:19.520 --> 0:52:22.719
<v Speaker 2>on that and video the It is the ultimate in

0:52:22.800 --> 0:52:25.719
<v Speaker 2>growth economics because in Vidia reached a point whether like

0:52:25.760 --> 0:52:27.560
<v Speaker 2>we can just set the price to whatever we want

0:52:27.600 --> 0:52:31.560
<v Speaker 2>to eight git like eight b two hundred GPUs in

0:52:31.600 --> 0:52:34.920
<v Speaker 2>a part is what five hundred thousand dollars I reckon

0:52:35.000 --> 0:52:37.200
<v Speaker 2>ve're a Reuben could be like seven hundred thousand dollars.

0:52:37.200 --> 0:52:40.120
<v Speaker 2>They just set the price. And what's funny is people

0:52:40.160 --> 0:52:42.080
<v Speaker 2>will buy it right up until they don't. And when

0:52:42.120 --> 0:52:45.640
<v Speaker 2>I say people, I mean enterprises, right And it's very

0:52:45.680 --> 0:52:49.440
<v Speaker 2>clear that everyone is just in a fuck you customer mode.

0:52:50.400 --> 0:52:55.320
<v Speaker 2>And it's hard to be positive because I I can't

0:52:55.320 --> 0:52:58.360
<v Speaker 2>find anything to like. My favorite my favorite game of

0:52:58.440 --> 0:53:00.959
<v Speaker 2>the last year was Dead Zone Row, which can run

0:53:01.040 --> 0:53:04.960
<v Speaker 2>on most PCs and is on PlayStation five and Xbox

0:53:05.680 --> 0:53:10.359
<v Speaker 2>Series X. Great name and I don't know, like I

0:53:10.400 --> 0:53:12.520
<v Speaker 2>reckon it would probably run on old PCs too.

0:53:12.880 --> 0:53:15.399
<v Speaker 3>Yeah, my favorite game right now is Nova Roma, which

0:53:15.480 --> 0:53:18.160
<v Speaker 3>is a city builder, and hell yeah, it can run

0:53:18.200 --> 0:53:22.200
<v Speaker 3>on probably any computer I've owned since like twenty ten,

0:53:22.480 --> 0:53:22.680
<v Speaker 3>you know.

0:53:23.400 --> 0:53:25.719
<v Speaker 2>And it's just and I think that that, like the

0:53:25.760 --> 0:53:27.760
<v Speaker 2>best thing about the Internet is being able to connect

0:53:27.800 --> 0:53:31.680
<v Speaker 2>to people. Technology has stopped being built for people, so

0:53:31.760 --> 0:53:35.720
<v Speaker 2>I feel like people are just understandably frustrated and tired

0:53:35.719 --> 0:53:38.400
<v Speaker 2>of it. And this CS really did kind of show

0:53:38.800 --> 0:53:41.760
<v Speaker 2>that the companies are in that fuck you consumer mode.

0:53:42.200 --> 0:53:45.960
<v Speaker 2>So if there is I'm always open easy better off

0:53:45.960 --> 0:53:49.319
<v Speaker 2>line dot com. I'll take email, email recommendations for things

0:53:49.400 --> 0:53:51.799
<v Speaker 2>to be excited about in tech. But walking around that

0:53:51.840 --> 0:53:55.520
<v Speaker 2>convention center bringing people in specifically to do that, to

0:53:55.600 --> 0:53:59.560
<v Speaker 2>be like go and find cool stuff. I couldn't I

0:53:59.600 --> 0:54:02.160
<v Speaker 2>talk to eleven journalists on air that week.

0:54:02.719 --> 0:54:05.120
<v Speaker 3>I couldn't really watch that plug though. Yeah.

0:54:05.160 --> 0:54:07.880
<v Speaker 2>The clique, well it's only for England though, so unless

0:54:07.880 --> 0:54:10.560
<v Speaker 2>you go to England, it's not really that excepting.

0:54:10.239 --> 0:54:11.920
<v Speaker 3>I know, you guys get the best end.

0:54:12.360 --> 0:54:15.120
<v Speaker 2>Well. Thankfully I'm in New York though, because otherwise I'd

0:54:15.160 --> 0:54:16.960
<v Speaker 2>have to live in England. And that's the thing, Like

0:54:17.000 --> 0:54:19.719
<v Speaker 2>I couldn't even find an anchor booth. I couldn't even

0:54:19.760 --> 0:54:23.080
<v Speaker 2>find like a delightful charger booth, just if it was

0:54:23.120 --> 0:54:24.880
<v Speaker 2>just like, oh, we've got a cable. That was my

0:54:25.160 --> 0:54:27.600
<v Speaker 2>One of my favorite tech innovations this year is an

0:54:27.640 --> 0:54:33.800
<v Speaker 2>anchor search protector that has USBC cables built into it. Yes, perfect,

0:54:34.280 --> 0:54:38.200
<v Speaker 2>but it's it's like, uh, maybe at the end of

0:54:38.520 --> 0:54:41.880
<v Speaker 2>this era, I think, like you talk about what AMD

0:54:42.360 --> 0:54:45.800
<v Speaker 2>will do if things go wrong, the answer is suffer

0:54:45.840 --> 0:54:47.719
<v Speaker 2>in a way that they should for not building a

0:54:47.760 --> 0:54:52.799
<v Speaker 2>sustainable company. Suffer in a way anyone, any company that

0:54:52.880 --> 0:54:54.759
<v Speaker 2>is put in distress as a result of chasing the

0:54:54.800 --> 0:54:57.359
<v Speaker 2>AI bubble. At this point, I'm kind of like, fuck them.

0:54:57.800 --> 0:54:58.640
<v Speaker 2>I hope they burn.

0:54:58.920 --> 0:54:59.160
<v Speaker 3>Yeah.

0:54:59.560 --> 0:55:01.279
<v Speaker 2>I feel bad for the people that work there and

0:55:01.280 --> 0:55:03.719
<v Speaker 2>get laid off. I really do. The people that should

0:55:03.719 --> 0:55:05.359
<v Speaker 2>suffer of the CEOs.

0:55:04.960 --> 0:55:07.560
<v Speaker 3>Well, and and feel bad for the people who are

0:55:07.560 --> 0:55:10.160
<v Speaker 3>in the wider economy, right who are gonna get.

0:55:10.120 --> 0:55:12.520
<v Speaker 2>Oh gacho, But I mean they're the they're already the

0:55:12.600 --> 0:55:14.839
<v Speaker 2>victims of Yeah.

0:55:14.080 --> 0:55:16.160
<v Speaker 3>But I agree with you, and I also I do

0:55:17.640 --> 0:55:22.200
<v Speaker 3>I know effectively nothing about like macroeconomics or whatever. My

0:55:22.719 --> 0:55:28.560
<v Speaker 3>gut feeling hot take or not. Is the sooner it pops,

0:55:29.080 --> 0:55:35.000
<v Speaker 3>the not necessarily better, but the less damaging it'll normal people. Yes,

0:55:35.239 --> 0:55:37.160
<v Speaker 3>But then at the same time, the longer it goes on,

0:55:37.280 --> 0:55:39.960
<v Speaker 3>probably the you get maximum damage for some of these

0:55:39.960 --> 0:55:42.680
<v Speaker 3>companies or something. You know, more of them are more

0:55:42.719 --> 0:55:44.480
<v Speaker 3>likely to go out of business, which is maybe a

0:55:44.520 --> 0:55:47.640
<v Speaker 3>good thing. I guess it depends you know who it is.

0:55:47.719 --> 0:55:51.120
<v Speaker 2>But well, and as we wrap up today literally is

0:55:51.160 --> 0:55:53.920
<v Speaker 2>recording this, a story just came through that the Chinese

0:55:53.960 --> 0:55:56.560
<v Speaker 2>government has told tech companies that would only approve purchases

0:55:56.560 --> 0:55:59.120
<v Speaker 2>of Nvidia's H two hundred AI chips on the special

0:55:59.160 --> 0:56:03.440
<v Speaker 2>circumstance you know what. To wrap it up, it is

0:56:03.480 --> 0:56:07.800
<v Speaker 2>funny watching China just kind of taught like I've got cats.

0:56:08.080 --> 0:56:11.880
<v Speaker 2>This is how cats play with dying mice. It's like,

0:56:12.000 --> 0:56:13.440
<v Speaker 2>we're gonna we're gonna do this and.

0:56:13.480 --> 0:56:14.520
<v Speaker 3>Say where it was going.

0:56:14.920 --> 0:56:17.239
<v Speaker 2>Let you run away, You're gonna smack you again. Oh,

0:56:17.320 --> 0:56:19.000
<v Speaker 2>I'm gonna get you in now you're gonna run away,

0:56:19.160 --> 0:56:21.520
<v Speaker 2>because it's just like, yeah, well they were I think

0:56:21.520 --> 0:56:25.680
<v Speaker 2>I've read three different stories saying, hey, wow, China is

0:56:25.719 --> 0:56:29.239
<v Speaker 2>gonna buy fifty billion dollars worth of H two hundreds,

0:56:29.280 --> 0:56:31.960
<v Speaker 2>and now it's China isn't gonna do shit, China's just

0:56:32.000 --> 0:56:34.200
<v Speaker 2>playing with you, and it's well.

0:56:34.239 --> 0:56:37.799
<v Speaker 3>And it also XMT is at like five percent or

0:56:37.840 --> 0:56:43.919
<v Speaker 3>whatever the memory supply market right now, Jonathan Memory Technologies.

0:56:44.000 --> 0:56:49.520
<v Speaker 3>They're a Chinese fab silicon fab for memory for like

0:56:49.640 --> 0:56:55.080
<v Speaker 3>year and and they've just taken like five percent out

0:56:55.080 --> 0:56:59.080
<v Speaker 3>of the chunk that was part of the big three Samsung, Aska, Hanicks, Micron.

0:56:59.760 --> 0:57:05.520
<v Speaker 3>And the consumer sentiment as I've never seen more people

0:57:06.000 --> 0:57:11.640
<v Speaker 3>be positive about like Chinese products, where you know, I

0:57:11.960 --> 0:57:13.600
<v Speaker 3>started at the time where it was like if you

0:57:13.680 --> 0:57:15.719
<v Speaker 3>bought something from Ali Express, you were happy if it

0:57:15.760 --> 0:57:19.880
<v Speaker 3>got there and people were surprised if it worked. And

0:57:20.760 --> 0:57:23.640
<v Speaker 3>that's just it's the sentiment. It's not necessarily the quality

0:57:23.680 --> 0:57:26.360
<v Speaker 3>has changed, because like the quality of manufacturing has been

0:57:26.400 --> 0:57:29.880
<v Speaker 3>pretty good for a long time in China because we

0:57:30.120 --> 0:57:33.040
<v Speaker 3>you know, it's that's where everything's been made forever. And

0:57:33.560 --> 0:57:35.640
<v Speaker 3>the thing that I'm seeing shift, though, is the sentiment

0:57:35.680 --> 0:57:40.720
<v Speaker 3>where now there's almost this like literally any other silicon

0:57:40.800 --> 0:57:45.640
<v Speaker 3>manufacturer on Earth please save us from these companies. And

0:57:45.720 --> 0:57:48.400
<v Speaker 3>it looks like it's going to be up to right

0:57:48.440 --> 0:57:50.840
<v Speaker 3>now Chinese silicon companies, because they're the only ones who

0:57:50.960 --> 0:57:55.080
<v Speaker 3>kind of have products that are there, you know, starting

0:57:55.120 --> 0:57:55.840
<v Speaker 3>to make so.

0:57:57.240 --> 0:58:00.920
<v Speaker 2>Well. On that happy note, Steve, anything coming up you

0:58:00.960 --> 0:58:01.520
<v Speaker 2>want to plug?

0:58:04.320 --> 0:58:08.720
<v Speaker 3>We have? Yeah, we do have our data center series

0:58:08.760 --> 0:58:11.480
<v Speaker 3>we're working on. So we're going to be visiting a

0:58:11.520 --> 0:58:15.160
<v Speaker 3>bunch of different data centers around the US and covering

0:58:15.200 --> 0:58:20.080
<v Speaker 3>the story about people, you know, getting screwed by them,

0:58:20.160 --> 0:58:22.640
<v Speaker 3>and hopefully connect with a bunch of viewers around the

0:58:22.720 --> 0:58:26.520
<v Speaker 3>US and get their story on how the data centers

0:58:26.520 --> 0:58:31.360
<v Speaker 3>are coming in and bulldozing literally and metaphorically everything in

0:58:31.400 --> 0:58:35.120
<v Speaker 3>their path. Yeah, happy, Yeah, Yeah, that's.

0:58:34.960 --> 0:58:37.320
<v Speaker 2>That's the kind of chip thing. No, it's always good

0:58:37.320 --> 0:58:39.680
<v Speaker 2>to have you, Steve. Thank you for having us, was

0:58:39.680 --> 0:58:42.240
<v Speaker 2>having you all us for having you. It's a podcast.

0:58:42.520 --> 0:58:45.240
<v Speaker 2>Thank you everyone for listening. I've been ed Zytron. Of

0:58:45.320 --> 0:58:47.520
<v Speaker 2>course we will be back with a monologue this Friday.

0:58:47.920 --> 0:58:57.200
<v Speaker 2>And thank you, of course for sticking with us during ces. Goodbye.

0:58:59.720 --> 0:59:01.400
<v Speaker 2>Thank you for listening to Better Offline.

0:59:01.560 --> 0:59:03.960
<v Speaker 4>The editor and composer of the Better Offline theme song

0:59:04.040 --> 0:59:06.680
<v Speaker 4>is Matasowski. You can check out more of his music

0:59:06.720 --> 0:59:10.360
<v Speaker 4>and audio projects at Matasowski dot com, M A T

0:59:10.360 --> 0:59:14.840
<v Speaker 4>T O S O W s Ki dot com. You

0:59:14.840 --> 0:59:17.360
<v Speaker 4>can email me at easy at better offline dot com

0:59:17.480 --> 0:59:19.760
<v Speaker 4>or visit better offline dot com to find more podcast

0:59:19.840 --> 0:59:23.160
<v Speaker 4>links and of course, my newsletter. I also really recommend

0:59:23.160 --> 0:59:25.120
<v Speaker 4>you go to chat dot where's youreaed dot at to

0:59:25.200 --> 0:59:28.000
<v Speaker 4>visit the discord, and go to our slash Better Offline

0:59:28.040 --> 0:59:29.120
<v Speaker 4>to check out our reddit.

0:59:29.880 --> 0:59:31.240
<v Speaker 2>Thank you so much for listening.

0:59:32.080 --> 0:59:34.760
<v Speaker 1>Better Offline is a production of cool Zone Media. For

0:59:34.880 --> 0:59:38.040
<v Speaker 1>more from cool Zone Media, visit our website cool Zonemedia

0:59:38.120 --> 0:59:40.959
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