The WAN Show - I Want A Job At The Roblox Store - WAN Show June 7, 2024

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Starting point is 00:00:14 See app for details. What is up, you guys? And welcome to the Taiwan show. We're here at Computex, where I spent about maybe two hours on the show floor and Luke spent even less. Probably about the same actually. Really? Oh. Yeah. High five.

Starting point is 00:00:34 Good job. Yeah. We've got a lot of great topics for you guys today. Starting of course with IKEA apparently hiring digital employees to work at the Roblox store. Dude, is the metaverse actually real? People wanted to work from home. They did, but did they want to work from Roblox? Probably not. In other news, Intel wants to fight ARM while AMD appeals to tradition.

Starting point is 00:01:03 But the big news, of course, this year at Computex is Qualcomm and their Snapdragon X Plus and Snapdragon X Elite processors. I did get to be hands-on with them, which is pretty exciting. We're going to be talking about that later. What else we got today, Luke? NVIDIA is number two. How dare you? Look, I don't always agree with them, but you can't call them that you prepped that

Starting point is 00:01:29 you had that prepared that was preemptive i don't know how i feel about that um what else i don't know overpriced maybe but you can't say the quality is number two you know like that right you have an nvidia graphics card in your computer you got some number two in You know, like that, right? You have an NVIDIA graphics card in your computer. You got some number two in there. And we have an update on the car thing stuff. We can talk about that, I guess. Yeah, sure. We'll talk about Spotify car thing.

Starting point is 00:01:52 Yeah. Oh, how do we roll the intro? I guess Dan does it. the show is brought to you today by ag1 squarespace Manscaped. Why don't we jump straight into our headline topic this week, which is that IKEA is launching the Coworker game, a virtual experience inside Roblox, whose gameplay will apparently involve serving meatballs and decorating showrooms. What?

Starting point is 00:02:43 The game is open to anyone, the broader Roblox community, gamers, and Ikea fans alike. I do wonder how much overlap there is between those groups. And this is according to Ikea's press statement. Ikea is also hiring 10 people for fully remote virtual roles in this virtual IKEA universe

Starting point is 00:03:08 at a rate of 13.15 pounds per hour, which IKEA says is aligned with the pay recommendations of the Living Wage Foundation for the City of London. I pretty much promise you that nobody is living in London for 13.15 pounds per hour, but that's a whole separate conversation. The hiring process will involve an interview, hiring questionnaire, and the submission of a resume, and applicants from the UK and Ireland must be at least 18 years old. Wait, so do you have to live in the UK or Ireland? I don't know. Probably not. If you're working for 13.15 pounds an hour, you are probably not

Starting point is 00:03:52 living many places in the UK or Ireland. Yeah, why is there only rules for there? I don't know. Maybe they're willing to hire children as long as they're not in the UK and Ireland. I legitimately don't know. Weird. Okay.

Starting point is 00:04:08 Quote, we're excited to be the first brand to launch paid work on Roblox to showcase how we do careers differently, bringing our unique careers philosophy to life. At IKEA, there is no set route to career progression. Our co-workers are able to change roles, switch departments, and grow in any direction they choose, both in the game or in the real world. Wow. To clarify, paid players must be 18 plus and in the UK or Republic of Ireland to apply. Okay, so you do have to be in the UK and Republic of Ireland. So here's my question for you. When you were 18,

Starting point is 00:04:49 yeah. Would you apply for this? What do you even do? You, you, you hang, you hang out like you've got the press, you've got the press release open.

Starting point is 00:04:58 Yeah. Do you hang out in, in the, in the store? Is it, is it a store? Like it's, it seems to be like Ikea employee simulator, but, but some of them are paid. Hang out in the store? Is it a store? It seems to be like IKEA employee simulator, but some of them are paid.

Starting point is 00:05:19 Yeah, I don't know how you help customers and stuff when the game is people being what you are, isn't it? I don't know. Maybe you manage their shifts, Luke. Maybe you're not thinking metaverse enough. Maybe you're like the dungeon master of this IKEA simulator. You create events and stuff. I have no idea. Sure.

Starting point is 00:05:34 You could spawn customers. I might apply for it. But to be completely honest, at that time, I was seeking employment that paid more than this even back then. And there was options for that well hold on hold on 13.15 pounds what the what the devil is that hold on 13.15 pounds uh to canadian dollars okay here we go here we go okay that's 23 canadian dollars an hour i don't actually not too bad yeah like when when i was that age i was making on a second, though, because we got to convert. So in 2003, I was making $16 Canadian dollars an hour. So inflation calculator.

Starting point is 00:06:16 Sure, I'll use a US one. Or 18 in 2003? 17. But that's when I was working. Got it. That's when I got my first job out of high school and i was making the same the year after so 2003 uh 16 dollars an hour is what i was making okay uh 27 27 so i was i was ahead all right but in fairness, I had to get certifications in order to do my job. I was working as a lifeguard and swimming lessons teacher.

Starting point is 00:06:51 So that was probably a grand total of about $1,500 in certifications, not to mention the unpaid time. Which is out of reach for some people. Right. So I'm paying to invest additional time in, in getting those certifications. So, you know, how many hours would I have had at $4 an hour? Hold on. I don't even cover my certification cost. So divided by four, I don't even cover my certification costs until I've worked hundreds of hours. Right. So, so yeah, realistically,

Starting point is 00:07:25 it's maybe not that bad, except that the problem is that I've been, I've been to London. Um, yeah. And like, I mean, it's not only London though. I just mean my, my point is just that it's not as simple as your cost of living is just like currency conversion totally right like things just cost more over there to my crappy canadian currency even compared to right like you can't just yeah you can't just you can't just convert your currency so the fact that they're making you know 13 pounds or whatever it is an hour if things just cost more because they're pounds or something then it doesn't really it doesn't really help you. So the math that we're doing is not fully representative.

Starting point is 00:08:09 Really, what I wanted to talk about is more along the lines of, like, would you have been willing to work in a virtual store? Would you have applied to work in a virtual store? Oh, yeah. I mean, I applied for whatever. At that age, like, I don't know. Who cares? Okay. I'm going to try this one more time without just like no i definitely indiscriminately applying to everything with this okay out of the 10 jobs you apply to would this be where would this rank which one would you want uh i would

Starting point is 00:08:39 have probably wanted the one that i had at the time at that time geek squad was a separate entity to best buy and it was actually super cool. I definitely would have preferred the job that I had at that time over this. But it is definitely also something that I would have considered. I think out of the top 10, it would probably have been 3 or 4.

Starting point is 00:08:59 It's not too bad. You can stay at home. At that point in time, if you could have spent less on gas, it's actually a really big deal. When you're making a huge amount of income is how much money after your expenses you have. Sure. And when you're making a very low amount of money, the amount of money after expenses is really small. So if you can reduce those expenses like maintenance on car, gas, stuff like that, it's actually super beneficial.

Starting point is 00:09:25 So net profit versus gross profit tips. Yeah. It's like it's a big deal. Yeah, 100%. Honestly, not quite this job. Like I don't really have any particular love for Ikea. Yeah, I don't mean either. Yeah, I don't think there's like an Ikea passion that could be awakened.

Starting point is 00:09:42 And dealing with like small children screaming about their digital meatballs not being good enough doesn't sound exactly entertaining. Or whatever. I don't even know exactly what this is. What the job is. Yeah, I don't know. But with that said, you know what job I would have applied for if it existed? If NCIX, whose forums I would hang out on for hours a day. Yeah.

Starting point is 00:10:02 would hang out on for hours a day. Yeah. If they had like, even if it didn't have an hourly rate, if they just had like a commission-based... You probably would have preferred that over hourly rate. I probably would have crushed it. Yeah. If I could just hang out in the NCIX virtual store and people could just ask me for help configuring their computer or whatever.

Starting point is 00:10:23 And, you know, all they gave me, all NCIX would have had to give me is like a, you know, like a, you know, little name tag or whatever, like special recognition that my character, you know, kind of worked at the store. Maybe the name above your head is like a slightly different color.

Starting point is 00:10:38 Yeah, or whatever it is. And honestly, they could have just, because they kind of had similar systems for the forum already anyway. They were mostly just based on post count in those days, unfortunately. Not always a great indicator. Not always the best, but they did also have a system

Starting point is 00:10:56 for experts, I think. The lines of code version of contribution. Yeah, but man, I would have loved that. I would have gotten home from school and like put on my my virtual you know tie and button up shirt and i would have gone and sold computers man i would have been i would have been so i feel like that that might have almost been a problem for you you only spent like too much time doing maybe but if i was making money like

Starting point is 00:11:23 is that really that then i could buy more computers yeah win-win i feel like that is what the lioness of that time would have done oh 100 yeah 100 and i could be like only like half tuned into that at the time right i could be like half tuned into that and then i could be like half tuned into, you know, my other forums, like my Red Flag Deals forum, wheeling and dealing. Only, you know, monitors didn't weigh 50 pounds back then. Then I could have just had like, I could have got some online poker going on up here. Get some like, like day trading, you know, Forex right here. And like, yeah, man.

Starting point is 00:12:01 I'm failing to see, is a full-time position or not i i think this feels intentionally vague and nebulous to me yeah it feels like they just want people like us to talk about it to be honest because it's only 10 positions if they were doing like actual real work i suspect the amount of people especially at the beginning that flood this game you just call the metaverse not actual real work Wish I had my swear button. I wish I had my bleep button so I could tell you what a What a what a guy you're being yeah, yeah, what a number two you're behaving like okay? That is real work They're doing real work just because they're sitting with their

Starting point is 00:12:45 Cheetos and their Mountain Dew in their digital meatballs and their digital meat. Man, my digital meatballs are cooking right now. Yeah. I got a computer and a pillow on my lap and we are in Taiwan heat because we liked the vibe of this little outdoor meeting area. We could have been inside where the air conditioning is, but we love you guys so much. We wanted you to share in the outdoors of Taiwan with us. What do you want to talk about next? Okay, let's see. Intel wants to fight ARM?

Starting point is 00:13:22 Let's do it. At Computex, Intel gave a deeper look into its upcoming Lunar Lake architecture. The company is claiming improvement across the board, though with heavy emphasis on efficiency and battery life. A 38% to 68% increase in instructions per clock for E-Cores compared to a 14% increase for P cores intel is also claiming a 50 performance gain for its integrated graphics which will be using a low a low powered variant of intel's xe2 battle major yeah battle battle mage just kind of snuck up on me here i don't know why but i was kind of expecting it to come as a discrete gpu first and then here it is boom onboard graphics Onboard graphics. Battlemage is here. Let's go. I heard some folks got hands-on with it at some point, maybe somewhere. And it was running pretty good.

Starting point is 00:14:12 Because this is pretty abnormal. Usually you'd have the discrete GPU launch first. I wonder if this will help drivers, though. I hope so. Help drivers for the discrete GPU people. Yeah, no, I see what you mean. hope so help drivers for the discrete gpu people yeah no i no i see what you mean where like if in because because intel is shipping apparently a negligible number of discrete arc gpus according to the the latest market share trends which have nvidia at almost 90 percent now wild hey but intel

Starting point is 00:14:41 is apparently negligible um and so when you're shipping a negligible number of boards, I imagine that the incentive to prioritize development of it, even though to Intel's credit, they have really chipped away at Arc Alchemist and tried to make it as working as it could be. could be um but when you're shipping not that many compared to when all of a sudden this product that is like a do or die product for you lunar lake is going up against not just amd but now qualcomm snapdragon x um full disclosure by the way guys not that it actually matters for when show we'll be saying whatever we damn well please uh but qualcomm did sponsor a video um on snapdragon x while we were here which is part of why we were able to poke and prod at it a lot um we got cool yeah man i love it very interesting i love it when we get a sponsorship that comes with like extra access to the product anyways and almost no strings attached yeah when we went through the script uh they were like can

Starting point is 00:15:45 we change that word and i changed it i did my trick i changed it to something worse like oh never mind they were like never mind um they changed like one word and then like andy we shot we shot like a pickup yeah we shot a pickup because we actually made too strong of a statement about the competition oh and they were like they wanted to be pulled back they wanted it to be dialed back interesting um so just yeah so just is this out already no it's not it's not out yet uh but anyway intel this is a do or die product for intel right where they are going to be they're going to be going up not just against amd who has been kicking their butt a little right because i mean amd had like man their first generation that was super competitive that would have been mobile three thousand fourth i i forget

Starting point is 00:16:38 i can't keep track now that the zen generation doesn't line up with the product generation and the mobile and the desktop generations don't line up either. It's very confusing. But the point is they had one that was really competitive and it was in like a handful of devices that functionally weren't even really available. Is that 5,000? Doesn't matter. The point is they weren't, they were competitive on paper, but they didn't exist. Right. And then over the last couple of generations, they exist and they're in some really good designs now. Like I'm holding an AMD laptop that I freaking love. This is, framework disclosure, I guess. This is the Flow X13 from Asus.

Starting point is 00:17:18 I flipping love this thing. It's got an eight core Ryzen 7000 series processor. It's got an RTX 4070 in it000 series processor it's got an rtx 4070 in it albeit a lower tdp one obviously it's real thin real small yeah i mean it gets hot enough to uh yeah she's she's cooking right because we're uh we're using uh rtx broadcast for for noise cancellation and um it's not like the ambient is low here. And I think, oh yeah, no, I also have my capture card running. So I've got video capture running through it. Absolutely freaking love this machine.

Starting point is 00:17:53 But AMD doesn't have the kind of like fab capacity to ship enough laptop chips that Intel has to really worry about, you know, just outright losing. Qualcomm, on the other hand... On the other hand... Qualcomm, on the other hand... ...Rucho fab capabilities. Dude, I can't believe how many design wins these chips are in. Like when you compare this to AMD's first generation of competitive CPUs, where it was like you could tell from the designs that like,

Starting point is 00:18:29 the vendors didn't want to make Intel too mad, you know, not because there's a backroom deal necessarily, not because Intel is, you know, back to their tricks of, you know, paying people to not use AMD necessarily. I mean, who knows? Something could emerge five years from now or whatever. I don't know either way. But what I'm saying is that's not the vibe I got. The vibe that I got was, yeah, the AMD chip is in the slightly more worser one because realistically they know they can't get enough allocation to switch over a significant volume to this thing.

Starting point is 00:19:05 So they're just kind of putting it in some niche devices knowing that that's all they can ship anyway and the bulk of this generation is going to be in like you can you can tell when that happens right it ain't happening oh boy dude these qualcomm designs are sick and And I don't mean that Qualcomm designed them, sorry. I mean like the Dell XPS with Qualcomm Snapdragon in it. Like the laptop itself? Sick. Yeah. It's sick. The Surface.

Starting point is 00:19:36 The new Surface. It's sick. Do you think this is a decent amount of pressure from Microsoft? Dude, the camera in the Surface. It's sick. Honestly, in our video, I don't think we have the most favorable demo of how much better the camera quality can be. It's like a little better. Are you on the floor or something? Yeah, but we're in like a demo room and the lighting really, really sucks to the point where kind of anything looks bad. But under

Starting point is 00:20:02 slightly better lighting conditions when we were in the meeting room before. That's interesting because laptop webcams are kind of notoriously terrible. Yeah. So we go through this in the video because very few people are talking about the camera image quality benefit of Windows on Snapdragon. on snapdragon um everyone's talking about you know qualcomm's talking points right which is performance ai and battery life so this is like enhanced video well no what it is is that almost all laptop webcams have the isp on the webcam but on snapdragon the isp is on die and it's linked using um shoot what's i i forget what the i forget what the link is but instead of using usb it uses the same interface as your smartphone oh man so they have plug and play compatibility for the same camera module

Starting point is 00:21:02 from the smartphone industry yeah and they have all those years of experience building isps so much more work goes into that like for smartphones disgustingly more like dude dude the new surface is webcam you can just throw away your add-on webcam just huck it that's yeah because it's built in because it's pretty annoying using that very cool like dude i'm i'm i'm i'm pretty stoked i i've heard rumor genuine rumor i don't know if there's articles about this whatever this is word of mouth rumor that a decent amount of this pressure to make the laptops really sick for for this generation of laptops is from Microsoft. Really?

Starting point is 00:21:48 That makes sense. I think that they've been... It's funny because... Again, total rumor. I don't know. I was looking at the market share that Apple has gained since the launch of Apple Silicon, and it's not as much,

Starting point is 00:22:03 at least according to the source that i was looking at it's quite possible that a company like microsoft i've heard the same thing who's going to be paying a lot of money per year you know for for market research or whatever it's possible they have numbers that i don't but from what i can tell it hasn't really made a meaningful difference. And that actually kind of jives with Apple's behavior, where it's like, yeah, I don't know. We'll do an update to this one, I guess. M4, I don't know. Yeah, we'll put it in a MacBook at some point.

Starting point is 00:22:37 iPad, right? Like it kind of jives with Apple's behavior. Whereas like, man, when M1 came out, M2 refresh, they were like, we're on a cadence. Like we going we're going here come all the models we got the studio we got the we got the big one we're not converting more users yeah but if they're not converting more users it's like apple just goes through this cycle where they're like oh yeah yeah we're gonna do mac again we're gonna like kill it we're not we're focused on Mac again. Yeah. Sorry. We forgot. Nevermind. Right. Like they did it with the trash can.

Starting point is 00:23:07 They did it with the first generation cheese grater or the new generation cheese grater on Intel. Uh, they did it with the studio, like Mac studio. Is that, is that still M2? Yeah, probably. Yeah. Mac studio is still M2 family. That's Apple stuff, man. I, I i was i've been trying to figure this out i suspect it's because of um whatever it's called replay oh yeah yeah yeah it's a whole co-pilot plus yeah pc's thing i think that's why they're pushing i mean yeah maybe it's less to do with apple's threat and it's more to do with just good, give people a reason to upgrade their damn computers.

Starting point is 00:23:46 I could see that. Anyway, coming back to the fight that Intel's in with Lunar Link. They cannot afford for these Battlemage drivers to suck. And that gives me a lot of hope, actually, for the Battlemage Discrete cards.

Starting point is 00:24:02 Now, I'm not expecting them to be competing with a 5090 or whatever. I don't think that's realistic but what i am a low range card so what i am hoping to expect is a real competitor for the 50 60 100 because i am i am just sick of nvidia being like yeah i don't know we'll just have the most basicest thing that would have been a 50 class card a generation or two ago we're going to call it a 60 class card it's going to be up to you know what is the 40 60 max out at for the ti like 500 or 600 or something like that what's a 40 60 ti worth i think the price has actually come down a little bit uh oh my god how why is it so hard to just find a thing it's 400 bucks for an eight gig eight gig 4060 ti like come on yeah that's lame so if i can get something arc battle mage with

Starting point is 00:25:00 a decent frame buffer with good drivers i'm excited for that oh yeah me too um i don't know i don't know if i'm 100 confident it's gonna be battle mage or if it might be the one after celestial yeah but i hope it's about a mage anyway moving on uh intel lunar lake so the this is this is crazy too so we talked a little bit about how much performance gain they're expecting both on cpu and gpu to try and take the fight to both amd and especially qualcomm this gen um and you got to kind of wonder how much of that is because this is the first generation because the first generation of these lunar lake chips are going to be primarily manufactured by TSMC. Intel says they made this decision because TSMC's fabrication processes were simply more advanced at the time they were designing the chip.

Starting point is 00:25:57 What a slice of humble pie. That's pretty wild. The fact that... That's not something Intel would normally say. No. True or not. Like, I've said this before. Intel stock has gone down quite a lot since I said that if I was buying, I would be buying long Intel.

Starting point is 00:26:14 Yeah. This actually doesn't change what I said. Because that kind of attitude... Not investment advice. Not investment advice. And I haven't bought any because I don't allow myself to just like trade tech stocks like that. I do own some stake in Framework laptops, as you guys know from the series of videos that we've done on it. And I do have a small investment in a, it's hard to even call them a startup.

Starting point is 00:26:43 They're very small. In a startup that is trying to work on them a startup. They're very small, uh, in a startup that is trying to work on a NAS operating system that makes things simpler. Um, but that's, that's it. I don't let myself just kind of play the market. Um, but I like this humility. Yeah. I like this willingness to make the best product, even if it's like, even if it's not all real men have fabs. You know, like Jerry Sanders. That's a quote. That's like a toxic masculinity quote from Jerry Sanders III, who I believe was AMD's founder.

Starting point is 00:27:21 Second or third? Jerry Sanders. Yeah, he's the third Jerry Sanders. There you go. I really hope he's related to the colonel somehow. Thanks for that, Luke. Stranger things have happened. Good contribution.

Starting point is 00:27:38 Anyway, they went with a rival foundry rather than compromise on the design of the chip. But next year's Panther Lake will be largely fabricated by Intel's own foundry. They've been trying to kind of say, okay, forget it. Let's just, instead of going incrementally, we're going to try to leapfrog. And on stage, they did show off their 1.8a process. They showed off, I think it was either a wafer or a die, I can't remember, but they were showing something on stage saying they have power on on it so uh who knows maybe panther lake's gonna be good things are starting to move fast meanwhile at amd they have confirmed their stupid ai 300 series naming scheme for the new mobile chips which are zen 5 which is not stupid uh the fact

Starting point is 00:28:21 that we're getting zen 5 like right away here on both mobile and desktop means that AMD is also probably getting a lot more fab capacity right now. Because yeah, they also announced Zen 5 Epic chips. So they must have booked some wafers. They are claiming a 30% performance advantage over Intel's current gen flagship chip, though they did not include frame rates or percentile frame data. Unlike Intel, AMD will be retaining SMT or their version of hyper-threading and seem to be aiming for pure performance rather than efficiency. Now, that's something I've seen a lot. Like I've seen people talk about that a lot, but I guess my counter to that is

Starting point is 00:29:07 AMD already had the efficiency pretty good compared to Intel. So if I was them talking about my next generation chips, maybe less of my messaging would be about efficiency, but that doesn't necessarily mean that I'm expecting Ryzen AI 300 series to be inefficient. I mean,

Starting point is 00:29:27 I think anything's going to look kind of bad compared to Snapdragon X. Okay, so in the video, spoiler, Alex holds up two HP laptops. His HP Elite Dragonfly, or whatever it's called,

Starting point is 00:29:43 his Dragonfly Daily Driver, that he chose because of its outstanding battery life. Like it's one of the best Windows laptops for battery life. And HP's Snapdragon X design. According to HP's own ratings, which Alex has found to be pretty honest in the past, it was something like a 10 hour difference. It was something like a 10 hour difference? It was like 8 to 10 hours difference. This is another reason why I feel like Microsoft

Starting point is 00:30:11 might be pushing. No, no, no, no. I'm not done yet. Okay. And the Snapdragon one had, I think, a 15% smaller physical battery. Oh. Oh, yeah. Wow. Yeah. It's this is this has been the fairly notorious thing that gets thrown at windows laptops is that their battery life is atrocious

Starting point is 00:30:33 compared to max yep so if like this is another one of the solutions to those things like yeah there isn't a huge amount of market share for microsoft to claim back from apple but they might be tired of being like the butt of jokes when it comes to laptops like windows laptops are just considered basically inferior they should fix windows modern standby then that'd be nice just an idea microsoft while you're kind of cool while you're at this push which i totally support i'm super down to have better battery life right like i wonder if it'll be better on different chips. It could be.

Starting point is 00:31:07 I don't know. I mean, I hope so, because realistically, I'm not going to be switching to a Mac anytime soon. So I am fully in support of Windows laptops getting better. Now, I want to make this really clear, guys. The performance embargo for independent testing

Starting point is 00:31:21 is not lifted. So these battery life claims, I mean, they could be nonsense. I think that I doubt it, you know, like the, I'm just saying that the claims that they make are, are decently consistently accurate ish.

Starting point is 00:31:36 Yep. That that's on the HP side, right? And you've got all these partners that are staking their reputations on similar claims on similar claims yeah you've got and and what i'll say is that the uh the vibe from qualcomm there's very confident that that's that's an interesting it's always kind of a tell you mentioned that they sponsored yeah and that they were very not controlling of the messaging yes that combination is almost

Starting point is 00:32:11 always like oh this is good yeah because when they sponsor and they're like we need to control everything you say and then we don't work with that partner because that doesn't work but when that situation happens it's almost always because they they don't have anything. Yeah. Whereas when they're like, yeah, we just want everybody to know. Say whatever you want. Just literally their points they gave me were... It's such a power move. Can you talk about performance? Can you talk about the NPU?

Starting point is 00:32:38 So like the on-chip AI, co-pilot, obviously, and battery life. And I'm like, yeah, I mean mean how could i possibly talk the things that we would talk about how could i possibly talk about this product without talking about those things anyway yeah and dude the demo room was crazy because they have like da vinci resolve running in there no but like they've got balder's gate 3 running in there oh they've got like they had um uh so what's uh that used to be owned by Sony. It's now owned by someone else. It's decently common that these demos will softball the applications that are running.

Starting point is 00:33:12 Yeah. Which is why he's pointing this out. Well, and that, and because it's not x86. Yeah. Like, this is, this is Windows on ARM. Things that were not made for this. Yeah. Like, I don't think Larianian like made a a version of the game

Starting point is 00:33:26 for snapdragon chips not that i'm aware of yeah yeah so so dude oh also they were absolute characters i have no screen share right now so you guys are gonna have to wait to experience this but i did a bit where um i where i I walk into the meeting. And here, I'll try and kind of narrate along. When I walked into my briefing on Snapdragon processors with Qualcomm, I did what I always do and plugged in my laptop. And then we have them like... That's actually pretty funny.

Starting point is 00:34:04 ...mock me for plugging my laptop and then they like they coax me back into the meeting room with a snapdragon laptop and a sponsorship that's pretty good so they were they were absolute like total totally fun uh yeah had a lot of fun working with them we've actually I think attempted to work with Polcom once. Someone just pointed out, PolarScape 3 is already available on macOS, so it's ARM.

Starting point is 00:34:34 That's good to know. But I do believe there's compatibility layers for tons of different games and stuff. Not everything, but a lot of things. And they had, what's it called? Sony used to own it, that video editing suite. Thank you, Imperial.

Starting point is 00:34:49 Vegas. Vegas. Vegas. They had Vegas running. Man, they had so much stuff running. Premiere doesn't work, is that correct? I would be very surprised if Premiere, Premiere barely works on Windows x86. No, seriously. You know that our away teams bring macs they don't bring windows laptops anymore because premiere is so much more stable on mac which i don't think is anything to do with arm um i think it's just to do with just Windows versus Mac OS.

Starting point is 00:35:25 That's wild. Yeah, sorry. An interesting thing, too, you had a narrative here of people trying to push for more fab capacity. Yeah. Obviously, this is somewhat always of a thing, but it's been more of a conversation lately. A huge amount of conversation, both on the floor for the limited time that I was there and off the floor with a variety of people at the show has been data centers, building new data centers,

Starting point is 00:35:55 increasing how much you're harnessing current data centers, data centers trying to get out low-level clients because there's high-level clients offering three times the rate on things like do you remember crazy do you remember that data center zone property that i showed you like five years ago and i was like oh dude and i was like lol you should like do floatplane data center i think would be super weird because like as far as my understanding goes scale is pretty helpful

Starting point is 00:36:35 yeah yeah because you're gonna have to have the security anyway you're gonna have to have the administrative staff anyway you can't just have like a you know few thousand square foot data center um but yeah yeah no dice no dice um oh yeah and back then like when even when even was that that was during the like 2017 crypto boom yeah 100 uh someone's like it would have been crypto don't lie no 100 the tenants would have been mining 100 but i was also when i was talking to luke about it i mean we had already been kicking around um uh lmg vpn oh yeah yeah we already had floatplane going so it was one of those things where like kind of like we do we'd be spinning up a thing to be our own biggest customer. And I don't know, might have worked out.

Starting point is 00:37:33 But realistically, I don't think that cash would have been that well invested there compared to some of the other things we did, just like growing LMG and all of that stuff. A lot of people are posting a lot of things about the data center stuff. Someone mentioned data centers use a lot of power. Yeah, yeah. That's going to be a huge problem. If you've paid attention to some of the announcements that happened at this show, wattage per device in a data center is erupting.

Starting point is 00:38:00 Dude, the new Blackwell GPU. Yeah. Okay, so I'm just talking the one GPU, which is two B100 dies, okay? So a B200 GPU is two B100 dies and, oh God, I think it, is it 12 HBM stacks or eight HBM stacks? I forget. Two B100 dies and some HBM stacks or 8 HBM stacks? I forget. Two B100 dies and some HBM stacks. NVIDIA is calling that one GPU. So they're doing multi-die GPU,

Starting point is 00:38:33 kind of like we saw on Apple's Ultra SKUs. I hope that it works a little better than it does on Apple's Ultra SKUs. I don't know if you remember this, but we did a video on Apple's tools to help developers port their games over to macOS and performance sucked. And a lot of the Apple community

Starting point is 00:38:50 was extremely angry at us for testing on Ultra because it has problems. And I'm like, okay, well, I didn't know that. Yeah. I thought I was putting Apple in the best position possible. And also, if you're mad about this, be mad at Apple, not at me. I didn't make their interconnect between their two core designs, their two Macs.

Starting point is 00:39:17 I didn't make that. I didn't make it not work properly. Anyway, hopefully, NVIDIA's interconnect works a little better than Apple's. This B200 should present as a single GPU, but I'm not done yet. A B200 is a thousand watts. One B200, but I'm not done yet. Okay? is part of a Grace Blackwell super chip that operates as a single, like, chip or whatever, where you've got two B200 GPUs and then a Grace CPU on it, okay?

Starting point is 00:39:53 And that... Some amount of resentment into, like, whatever. And that is 2,700 watts. Oh, yeah. Because we got two Blackwells and a Grace, okay? But I'm not done yet. Because each compute node

Starting point is 00:40:11 contains two superchips in a 1U. I think Jake was saying something about how some of the partner designs are going to be an ever so slightly thicker 1U in order to get all the cooling in there like they're water cooled but like i think they're creating like a one u plus

Starting point is 00:40:30 or something don't quote me on that but jake was talking to me about it he's usually yeah he's usually pretty credible about that sort of thing but yeah but essentially a one u what does that Math. Honestly, I forgot. 5,400 watts. Wattage density in data centers is going to explode. Apparently, it's an issue where some fairly established companies that run big data are basically tapped for how much power they can get into their data centers. So that's another thing with the whole data center game right now is like new data centers are coming up in places where they can harness just absurd amounts of power. And Microsoft's going to end up way ahead of the game

Starting point is 00:41:16 with their like underwater data centers. We're just going to have like a tidal data center, okay? Tidal powered? No, but the whole thing. So like the whole data center's under the water for cooling. Yeah. And then basically the tide comes in, and then the wall of the data center comes up,

Starting point is 00:41:33 and it's like a temporary dam, and then it just runs the seawater back through the thing for cooling and power, and then rinse and repeat. Yeah. We got this. Yeah. They're going to take up the entire entire post of fricking like Alaska with data centers or something like for real though,

Starting point is 00:41:50 like no, but also they're going to have to do something. It's going to be crazy. Yeah. So here, someone did the math and flow plane chat. This is crazy. 6,000 Watts in a U of rack space would be over a quarter of a million

Starting point is 00:42:07 watts per rack. That would... It would melt. We're starting to talk numbers that are just... Absolutely stupid numbers. Multiply that by a data center. Dude, my tiny data

Starting point is 00:42:23 center in White Rock or whatever, it could have had one rack of raised blackwells in it in an empty room. Yeah. Like, I don't even think we could have gotten that much power in there. Oh, yeah, I doubt it. Like here. I doubt it. Okay, do you know how much power we have?

Starting point is 00:42:41 Data center locations right now, as far as my understanding, are being chosen by proximity to nuclear power plants specifically nuclear power that is hilarious uh and there's conversations going on about like um being concerned that some nations aren't going to be building additional nuclear power plants fast enough to power all the data centers that are going to be profitable so that's an actual conversation our power to the lab which is a 20 000 square foot industrial building that was formerly used by um steel fabricationers yeah some kind of uh some kind of steel fabricator yeah um has about 200 000 watts coming into it. And that was like a lot.

Starting point is 00:43:29 That's industrial. You know? So I could power not even an entire rack of Grace Blackwell's. So it would just be an entirely empty shell. Imagine the lab. With one. Super dystopian. It's just like in the middle of the

Starting point is 00:43:44 whole thing. One cabinet. All these cables's just like in the middle of the whole thing one cabinet these cables running sitting in the middle of it that's it that'll be wild hilarious just like venting all the heat out the roof or something like that like you could sit over it and like cook cook your food it's crazy dude it's freaking crazy yeah data centers and power are going to be a huge thing and if you are someone who is sad about the general power usage that we have going on right now um it's definitely not getting better with that said aj just said that the Badminton Center has more power than the lab.

Starting point is 00:44:29 I didn't know that. That actually makes a lot of sense. The Badminton Center is 40,000 square feet. Right. Okay. It's two 20,000 square foot units. So it probably has considerably more power than the lab.

Starting point is 00:44:44 Are you thinking what I'm thinking? Yeah. Badminton data center. Here we go. That we use not for logical things, but for analyzing gameplay. Dude. I saw some demos at NVIDIA that probably skewed the entire attitude of my coverage toward them this year oh okay because like i know a lot i didn't go there at all i know a lot of gamers are super mad at nvidia right now and

Starting point is 00:45:12 like rightly so yeah because nvidia's apathy towards gamers has been apparent for quite some time at all they didn't mention the keynote at all but i don't know yeah I didn't watch it. But dude, they had one of their Jetson edge computing devices. It's like a new generation Jetson thing. And they had it running this stereo camera capture majig. And on this data set that was trained on Blackwell or whatever. And basically the demo was real time wire framing. So like the stuff that we want to do exactly what I want to do at the badminton center for like,

Starting point is 00:45:53 it's pretty useful stroke and movement analysis and stuff like take. So one of the dreams that I have is every court having basically that except trained on a data set of badminton play so that you could like gamify your your game your your your gameplay so it could tell you like oh against this opponent you hit a lot of smashes but their smash defense was actually really good and you scored most of your winners with your drop shot um you you did a drop shot 15 of the time maybe try doing it slightly more often like oh dude oh so cool and okay they had some really cool gaming demos running too and so like nothing i said was not true but when i walked in the door

Starting point is 00:46:39 a little hyped up and i saw i i was just i was a little excited i was a little excited. I was a little excited. Okay. Yeah. Yeah. I even think things like this might not be as interesting to you, but I think it'd be pretty cool is like endurance evaluation. Like having it noticed like, oh,

Starting point is 00:46:57 okay. Once you're like 15 minutes into a game, your, your form on like this movement starts to falter. Yeah. Like that's really, you could use it for all kinds of stuff yeah yeah so cool it's pretty sweet yeah um obviously i'm gonna need a uh small loan of a million dollars for you know some grace blackwell yeah but that's that's like if you end up waiting

Starting point is 00:47:20 you know a little longer and then it becomes the old tech then it'll be a little bit more affordable yeah maybe and i might have put uh i think about 10 000 watts of cooling and uh power into the data room at the badminton center just in case we'll get her done just in case. And like, realistically, realistically, like, you wouldn't, you wouldn't have to do the training on site. Like you would probably lease time to do that anyway. Like, I don't think you would at the scale we'd be operating at. I don't think we would be doing our own data set training anyhow. So as long as we have enough edge computing should be fine. data set training anyhow. So as long as we have enough edge computing, it should be fine.

Starting point is 00:48:08 Yeah, we had conversations about it might be wise to wait to do that for a variety of reasons, but the tech not being 100%, there was one of them. And I think this just very... The tech's getting pretty there pretty fast. But it also oddly

Starting point is 00:48:24 specifically validated that thought it's like maybe you should wait for it then it's just like shown to you at a convention like i wouldn't have expected to see that yeah media booth dude and like it was so good they had um they had some 3d models rigged and they were showing like just live movement to rigged 3d model like that's cool it's not perfect obviously but like it's real time there's a lot of stuff you're gonna have to deal with that's something like a public badminton center like um dude what happens if like someone else walks on the court like weird weird things that you'd have to deal with oh yeah for life actually running it in production but our privacy policy from day one

Starting point is 00:49:10 is going to be we're filming the inside of this facility like it or lump it i'm sorry yeah and you know what we're not gonna we're we we take privacy extremely seriously we're not going to misuse that data we're not going to sell it um but we're we're absolutely going to misuse that data. We're not going to sell it. But we're absolutely going to use it for the facility. Would you potentially sell it to users of the facility? Sell it to the... Oh, like the gameplay analysis? Yeah. Okay, then...

Starting point is 00:49:38 Because technically... But that's not selling the data. That's selling what we derived from it. But we would be monetizing it. What if you let people buy like i don't know replays of their games or something uh well that's that's not the data we're collecting but that would be like can't yeah but then you're buying your own other people could be in the video yes this is this is true. Even someone walking by the corner.

Starting point is 00:50:05 So we'll just have to make sure that our privacy policy does account for that. I think there's got to be a way to make a distinction between I don't know. I don't know legal stuff. I feel like there's got to be some way to make a distinction between like we will be potentially distributing, whether we're selling or not,

Starting point is 00:50:22 clips to users of the facility of their own gameplay and you might end up in it versus we're selling or not, clips to users of the facility of their own gameplay, and you might end up in it, versus we're going to mass sell everything we have. There's got to be a way to... No, I'm sure we can handle that. And realistically, because of the way the facility is laid out, each court will have its

Starting point is 00:50:38 own camera, and yeah, you'll be able to see the one behind it, but they'll be pretty far away. Oh, I see what you mean. Yeah, because it'll be at kind of like a 45 angle isn't there a wall no but well you'll see the one next to it oh i see what you mean yes that's right gonna be sick are you guys ready for some scripture analysis oh yeah dan we have no idea what we're supposed to be doing, so you feel free to hit us with... Where are the cards, Dan? They got lost in transit.

Starting point is 00:51:11 Do it, do it. Alright, let's see here. Luke, how is Final Fantasy VI coming along? Yeah, Luke. Man, you suck. My plan is to play it on the flight back. Sure. I brought the controller.

Starting point is 00:51:28 Sure. I finally tried Cuphead. Yeah? It's alright. Yeah. It's alright. Yeah. It's co-op, though.

Starting point is 00:51:34 I played the first, like, third of it, according to the percentage. I think I'm good. I think I get it. That sounds about right to me, to be honest. I think I played probably a similar amount. The art style is super cool. Yeah. I think it was worth it.

Starting point is 00:51:48 It wasn't a full-price game. Yeah, no. I was happy with the purchase. Finally tried it. Are you still at... No, I'm a little bit past there. Where are you in the game now? You passed Zozo?

Starting point is 00:52:01 Yeah. Okay, so have you done the Opera House yet? I don't think so. Oh, okay. I think I just got through Zozo? Yeah. Okay, so have you done the Opera House yet? I don't think so. Oh, okay. I think I just got through Zozo. Okay. Man, you are slow. I'm slow.

Starting point is 00:52:12 Yeah, like you're a slow boy. I intended to play it. I think I probably game more than you now. Sad. If you include Pokemon Go walks, probably not. No, I don't think I do. That's not a real game, you filthy casual. That's fair. No, I don't think I do. Oh, well then. That's not a real game. You filthy casual. That's fair.

Starting point is 00:52:28 No, no, I'm just... I am... I am being strongly opinionated. I am strongly opinionated. I'm being intentionally toxic. I saw a post on the Pokemon Go subreddit where someone was asking like, should I buy this apartment or something? Buy this apartment?

Starting point is 00:52:43 And it showed the stops and gyms that were around the apartment. And there was comments like, if that gym is in range of the couch, then hell yeah, man. I do not... Pokemon Go is a bad game. I think I can say that honestly, like fairly objectively. It's not a bad game. I think I can say that honestly, like, fairly objectively.

Starting point is 00:53:07 It's not a good game. It's great at making going out for a walk fun. Go outside. Please. It's so... I feel so separate from the Pokemon Go community because there's constantly stuff like that. People are mad that they can't remote raid more,

Starting point is 00:53:23 which is like being able to raid from your couch instead of going out and doing it. People are... And we understand the accessibility argument. Yes. But a lot of those people... That's not the argument for the vast majority of people. If that is the argument for you,

Starting point is 00:53:36 heck yeah. Sorry you can only do it so many times a day, but that's also like really expensive. So, I don't know. Oh, boy. Cool. Hit me, Dan. Oh dan oh wait we need to explain merch messages yeah right merch messages are the way to interact with the show they're going to be going to producer dan who i don't have a button to show him but maybe he does wave to the people dan maybe i

Starting point is 00:53:59 don't know can't monitor the stream stop it linus yeah there you go stop it linus okay i am stopped anyway merch messages are the way to interact with the show don't leave a super chat or a twitch bit or whatever uh leave a leave a merch message all you got to do is go to lttstore.com and in the cart once you've added some items loaded up with some super awesome stuff from LTT Store, you will see a little box to leave a merch message. That will go to Dan, who will forward it to the appropriate person, pop it up along the bottom of the screen for everyone here to enjoy, who might reply to it himself, or he might curate it for me and Luke to read.

Starting point is 00:54:43 We've got some cool stuff over on the store. Hey, look at that! We are... speaking of, we were just talking about... hold on, let me see if I can... where do I even find this stuff? Hey, there they are! Oh wait, I can't screen share anyway um we're relaunching our keyboard pins so they're available in a variety of different colors including oh we've got that one okay the our rgb color is sick uh we've also got rainbow and gold and purple, yellow and white and pink, blue and purple and blue, pink and yellow and blue, pink and white and purple, gray and white, all these cool color schemes. And they are free in the bonus bin with your purchase in any color and representation you like. Let's freaking go. Also, if you missed out on the scribe driver last week, so that's our fail pen made out of failed screwdriver shafts, we are working on a restock.

Starting point is 00:55:54 So you can sign up for a notification on the site. Make sure you guys do that. Dan, if you want to show them where the notify button is, that's going to be a good way to ensure that you get one. Guys, we don't mess around when we say, hey, something's selling really fast. You should get it. We're not doing like awful FOMO sales tactics. We're informing you that something is selling really fast. And if you would like to get one, then now is the time to get it. Yeah, like I have an unfortunate situation where I actually wanted to.

Starting point is 00:56:21 I can say this because he's not getting them. But I wanted to get the scribe driver for gifts for things like Father's Day. Yeah. It's gone. Well, you should have moved faster. I should have. I mean, I did warn you.

Starting point is 00:56:33 You did. Personally. Yeah, live. I really did warn you that they were running out. And I was like, oh. By the way, we missed a huge opportunity. What? I saw this on Reddit.

Starting point is 00:56:43 I think it was. It should have been called the write-off. Oh, so many, so many layers of meaning. Wow. Yeah. And it sucks because you made like a pencil version or something. It's not as good. Yeah.

Starting point is 00:56:59 It would need to be. Because it was the shafts. Yeah. It was the write-off. Oh, man. See? See how well it works? Oh.

Starting point is 00:57:09 Huge miss. Yikes. Huge L. It sucks when those things happen. I know. Because, like, the scribe driver is an interesting name. Yep. It's fine.

Starting point is 00:57:20 It's fine. But it isn't the write-off. Also, in other store news, we finally have the... Oh, man. Are cable management products under other? Where are they? Gear... This is a problem.

Starting point is 00:57:39 Tools? Where is it? I thought it was under tools. Are they not under tools? We have too many... Oh, we have a whole top level category for cable management okay well there's a problem um okay anyway the cable tie holders are back in stock we must have air shipped in some cable tie holders so we finally have all

Starting point is 00:57:56 of our uh magnetic cable management products in stock the reviews are in they're freaking awesome which we already knew but hey now you guys have it independently verified. They're all four and a half or pure five stars. Scribe Driver reviews are in now as well. Yeah, some people in the comments are saying they got it. Flipping loving it. The people who are calling it

Starting point is 00:58:17 Uber-priced merch are getting obliterated. Get smashed. Obliterated. It's actually been very satisfying to see how destroyed they're getting. It's like, dude, look, I'm sorry that you buy all of your t-shirts and underwear at Walmart. I'm sorry for that. Sometimes it can be nice to have one that's a little nicer.

Starting point is 00:58:47 And I'm not going to apologize for our stuff being more expensive than the big crystal pens are super based, but if you want like a nice pen, $30 is a really good price. Yeah. There's, there's different, like this isn't trying to compete with a big crystal.

Starting point is 00:59:06 Deal with it. And that's okay. Deal with it. Even like the $20 t-shirts. $20 t-shirts are pretty cheap. Deal with it. Actually, there's pressure on me to increase the price of the t-shirts. I'm not surprised. Yeah, we haven't touched them since.

Starting point is 00:59:21 I know. I've mentioned this like a bunch of times. Because it seems crazy to me. Yeah yeah our costs have definitely gone up oh yeah yeah we absorbed it for a long time but at some point uh t-shirt prices are probably going to go up a little bit probably makes sense so i don't i don't know of of any other creators that have pricing around there and the other thing too not to throw too much shade but a lot of them are on bad yeah like we take a lot of flack for the pricing on our store that is just stupid honestly like we have it was notorious for a long time i think it has gotten better with creator merch in general i think creator merch in general is better now than it was like five years ago there's some stuff that's still pretty garbage

Starting point is 01:00:03 we secret shopped someone else's water bottle in the tech space a little while ago and it was terrible i'm not surprised like i couldn't believe how bad it was but it's it's pretty common to get the cheapest and like they're not necessarily doing this consciously they're working through another uh place that is actually like manufacturing the shirts for them. And that company that they're working with is providing the cheapest possible blanks. Just like, feel terrible, the printing's really bad, stuff like that. Sometimes it's not even their fault.

Starting point is 01:00:34 Yeah. We ran into that a number of times where we would get good samples. The manufacturers are just bait and switchy with samples? Yeah. 100%. That was why we started Creator Warehouse because we were so tired of that. Yeah.

Starting point is 01:00:47 We couldn't control the quality of our own merch. I think that other creator that we secret shopped is like an investor in that merch company. I think that's probably the only reason they use them because Trig and FloatplaneChat just said the ScribeDriver pen is literally one of the lowest price, high quality bolt action pens on the market. Yeah.

Starting point is 01:01:04 And it's awesome. It is not competing. And you know what? Some of our stuff is really expensive. That's true. But I talked about this in my video on the PlayStation Portal. It's

Starting point is 01:01:19 expensive for what it does. And if that doesn't have a value to you, that's totally okay. Don't get it. You can just totally not buy it. And if that doesn't have a value to you, that's totally okay. Don't get it. You can just totally not buy it. And that is totally an option. But what it isn't is overpriced. Because like I broke it down.

Starting point is 01:01:35 And people were so mad about this, which was bizarre to me. Like I broke down what the retail price for all of those components would be. And I'm like, yo, Sony isn't taking any more profit on this than they are already on their controller. Or then, you know, sellers on eBay are on batteries and screens this size and resolution. And you can be mad that it's locked down, you know, that it's not hackable. Or you can be mad that it's an accessory for... And that might make it a no-go for you yeah a hundred percent yeah but what you can't say is that it is overpriced because that's just what that costs it's like if you were to buy a it's like if you were to buy a gold iphone case

Starting point is 01:02:17 and it was thirty thousand dollars because it contains twenty25,000 worth of gold and like, you know, 50 to 60 hours of craftsman time. Well, that's not overpriced. You just bought something a little crazy. Yeah, it's expensive. Yeah. It's not overpriced. And that's a distinction that I would like to,

Starting point is 01:02:41 that I'd like to kind of drive through more in our future videos. Like, I don't know. Something that I'm a little sort of disconnected from, I think, the rest of the tech media on is the state of the GPU market. I'm mad about it, that they're really expensive. But what people, I i think are not fully

Starting point is 01:03:07 um understanding is the forces at play i mean there are egregious examples i talked earlier on this show about nvidia's 4060 series there's not enough ram on the 4060. At that price, it should have more VRAM. NVIDIA is absolutely taking that margin on it. But with that said, the days of $139.99 gaming GPU are gone. It costs so much to tape out at TSMC. So if you want that $139 gpu literally your better option is to buy a second hand one from a generation or two ago when that price level might have been attainable and no amount of no amount of complaining about it it's going to change that it's going to change

Starting point is 01:04:00 the market forces that are at play here the fact fact that TSMC can sell that wafer for functionally unlimited monies. Yeah. Did you hear TSMC's chairman or CEO, whatever the guy's title was, was publicly mulling increasing NVIDIA's pricing? It's just like, yeah, I don't know. Yeah, we've been looking at how much money they're making and we think they could probably absorb a price increase and you know what i don't think that i don't think from tsmc's point of view who functionally has a monopoly

Starting point is 01:04:37 on cutting edge node technology until intel gets their act together i don't think from TSMC's point of view, they're going to be like, oh, but what about the poor gamers? No. Okay, if you're making GeForce, we'll give you a better deal. That's not going to happen. Why would they? Why would they?

Starting point is 01:04:56 It makes no economic sense to do so. So it sucks. It's not good. It sucks a lot. It's particularly very bad for us. We've talked about this a bunch of times, though. I lament often about how when GPU crypto mining stopped being as much of a thing, I was really hoping for a bit of a market crash so they would feel it a little bit. But then the AI rise just, it happened right at the perfect possible time,

Starting point is 01:05:23 like the stars aligned and just allowed them to never feel that hit. They're either really smart or really lucky. Or both. Or both. Yeah. Realistically, for success, you need a combination of the two. Yeah. Which I guess leads us perfectly into our next topic.

Starting point is 01:05:37 NVIDIA is the number two most valuable company in the world with a market cap of 3.012 trillion with a T. This makes NVIDIA only the third company to cross the three trillion threshold. So it's Microsoft, Apple, and NVIDIA. NVIDIA stock appears particularly attractive to retail investors. So these are everyday consumers rather than just professional portfolio holders. And they are likely contributing significantly to NVIDIA's upward momentum. Much of the success is due to their AI chip portfolio, but NVIDIA has also reached a new peak of 88% market share for discrete graphics. Holy crap. That is the highest it's been since the company was founded, which is kind of wild to because amd's products right now are like pretty good i am i am still

Starting point is 01:06:31 radion challenging are you and i'm fine nice well i committed publicly to skipping the the 40 series yeah and like you don't have any more driver issues or anything for the number of times i've been called a liar i'm a pretty damn honest person um i said i'd do it and i'm doing it like i do so no problems so in in my in the land pcs in the basement yeah um you know last hurrah i picked up used evga 30 series so i it's not like i don't have any NVIDIA in the entire house or whatever. Yeah. But when the 40 series came out and was so uncompetitive. Your primary computer that you distribute to multiple screens across the house and use very often. 7900 XTX, maybe.

Starting point is 01:07:19 Yeah. Yep. And I've been perfectly happy with it. It's not a cop out that other computers in the house have other gpus he literally like when when when we went over to your place to play hockey tape to tape yeah it was your upstairs computer well okay actually no no i ended up using the basement i guess oh did you yeah because uh i was not at the land before oh yeah yeah yeah Yeah, because I was... Not at the LAN. Before.

Starting point is 01:07:46 Oh, yeah, yeah, yeah. Yeah. Yeah, that was my desktop. Yeah. At the LAN, it was this for a variety of reasons. Yeah. But before... Because I wanted to be able to use my computer.

Starting point is 01:07:54 Yeah. If other people were in the theater. Yeah. Logic. But yeah, no, I was using my upstairs computer. Because the computer's downstairs, but the screen is... Yeah. That's why I kind of like

Starting point is 01:08:05 Hitch. He usually uses it upstairs, but the computer itself is not there. And you know what? I had some issues with it at first. It's been rock-solid. That's really good. That's good to hear. Yeah, it's been rock-solid.

Starting point is 01:08:21 At Computex, NVIDIA outlined its roadmap for chip architectures with Blackwell Ultra in 2025, Rubin in 2026, and Rubin Ultra in 2027. They also showed off their upcoming RTX AI PCs with Copilot Plus features, though they seemed reluctant to use Microsoft branding of Copilot Plus PCs or to acknowledge that these RTX PCs are powered by AMD StrixPoint CPUs.

Starting point is 01:08:49 Fascinating. Discussion question here. We want the glory and all of the glory. NVIDIA is clearly killing it, but does that really mean it's worth one and a half Googles slash slash slash alphabets? I feel like this is going to pop. I just don't know when, but not

Starting point is 01:09:03 investment advice. I don't know. It just seems like too much. It feels like another version of Nortel. of Cisco's meteoric rise and then leveling off. I mean, what goes up exponentially must come down at some point. But would I bet against it today? Dude, if you shorted it when that first massive spike happened and then this event happened and it went up

Starting point is 01:09:40 again, you're hurt. Yeah. That would be a really quick way for me to go completely bankrupt in like days yeah so yeah i don't know i don't know man if you've got the tea leaves on you i suspect there's some some big money to happen there but i don't know not me not me at all not me at all and like i uh who's number one uh number one is um microsoft not by much yeah so let's see let's see who ends up with the higher valuation the shoveler or the shovel just gonna say the shovel seller has not yet surpassed the shoveler yeah we'll see but i mean in fairness microsoft has a lot a lot of other stuff going on.

Starting point is 01:10:26 What I want to know is like, what's next for NVIDIA? Because NVIDIA is one of those companies that values partnerships until... They don't really feel like it anymore? Until they don't really feel like it anymore. And I wouldn't say that they've necessarily Sherlocked too many partners, but they definitely they're squeeze they're definitely go-it-alone-ers slash squeezers there's a reason nvidia and apple don't get along um too similar you can you can only fit so much ego at one negotiating table you know yeah? And so, yeah,

Starting point is 01:11:05 I want to see what's next. Like, okay, look at the way Bitmain behaves about their mining hardware, right? Yeah. Or has. Where they'll like literally... We'll use it first. Yeah. They'll create a new generation thing and, like, at what point

Starting point is 01:11:21 with their billions and billions and billions of dollars, does NVIDIA kind of just go, why are we selling this hardware? I mean, it's not like the thought never occurred to them. NVIDIA data centers? What about NVIDIA Enterprise Now instead of GeForce Now? That's actually, in my opinion, that's stronger branding than GeForce Now. Ooh. Why? That's not even, that's actually, in my opinion, that's stronger branding than GeForce Now. Enterprise Now is actually wicked branding.

Starting point is 01:11:52 Holy crap. It's not like they couldn't afford to build a data center. Imagine you're a startup and you're just like, that's the product I want. I don't know. The naming of that for a startup company as a product for a startup company is very strong. And so I just like, I'm just looking at it going,

Starting point is 01:12:07 why wouldn't they just take their first hundred thousand Blackwell chips and just give themselves even like a three month lead. Yeah. Just, just lease it. I mean, that's the same thing that Ari does with their top level cameras. You can't buy their top level camera.

Starting point is 01:12:26 They can't, they can't bin enough perfect sensors at that size or whatever, or whatever the reasons for it are. The cost would be so high that they just like, no, you, you rent this. We,

Starting point is 01:12:37 we literally will not sell it to you. So that way we can ensure anything, you know, shot on Alexa, whatever that, Hey, Hey, Andy,

Starting point is 01:12:44 Andy, what's the one you can only rent? The RE65 or something like that. Yeah, you can't buy it. Oh, are you checking Enterprise now on GoDaddy? Yeah, it's already bought. Of course it is. It's being camped by someone.

Starting point is 01:12:57 Yeah, yeah, yeah, yeah. Well, NVIDIA can afford it. Yeah. Dude, I... I'm kind of wondering if someone just sniped that. No, no, no. It would have been pretty fast. Two dictionary words, like 12 characters.

Starting point is 01:13:12 It was already taken. Yeah, it's probably already taken. Man, I don't know, man. Does it mean it's worth one and a half alphabets slash Googles? Here's the thing, though. AI is going to be this tool that underpins everything it's going to underpin alphabet and google's efforts to better target their advertising it's going to underpin facebook's efforts to you know better understand everything about you and your life and and target you like to be fair a

Starting point is 01:13:41 lot of it already does yeah i think it's just like development in this space is accelerating extremely rapidly. Enterprise trust in proposals and willingness to accept proposals of work in this space are almost blank check right now. Yeah, I mean, look at Humane. The fact that they raised that kind of money for what was just obviously a stupid product.

Starting point is 01:14:09 Do you see their... Oh, that's one of our other topics today. You see they're trying to sell. Yeah. They have apparently been in talks with HP. I love our headline here. I'm going to credit Jessica with this. Might have been Riley, though.

Starting point is 01:14:25 They both worked on the Doctor Who, I think. Humane and HP, a match made in Hades. Humane, the company that made a reportedly bad AI pin, is trying to sell its business to HP for $1 billion, or roughly what Humane was valued at before their product launched and subsequently bombed spectacularly. According to an article from the New York Times the company has sold maybe 10,000 pins adding up to around seven million dollars in revenue. Several current and former employees

Starting point is 01:15:01 told the Times that Humane's founders essentially banned internal criticism, disregarding warnings about product battery life, and even dismissing a senior software engineer who raised concerns about the PIN. Add that to the fact that Humane has warned its dozens of users to not use the charging case anymore because of a fire safety risk. And I have no idea where they are getting this valuation from like honestly i think i would buy i would try to buy icq before i would try to buy it humane yeah i'm actually not sure if i'm unserious about that anymore icq just shut down like is it is it I don't know. Wait, what's ICQ new? Hold on a second. ICQ new. Oh, hold on. Mail.ru group in 2010. I feel like the politics around buying it from a Russian entity right now. It's VK, dude. Wait, VK? VK is like Russian Facebook. Oh, yeah, yeah, okay.

Starting point is 01:16:09 You're not buying this. Yep. Sorry, I didn't happen. I don't think they'll sell it to you. That's a bummer. I don't know if you'd want to... Even if they would. Yeah. I don't think we need to give money

Starting point is 01:16:23 to the Russian government. What is ICQ now, though? I'll tell you what, Mr. Putin. Pull out of Ukraine, and I will consider buying your ICQ. Final offer. I like that. Hell yeah. Yeah, see?

Starting point is 01:16:47 Chat likes the deal. Chat likes the deal. Mr. Putin? It's a good deal. Your move. It's a solid deal. Wine is out here solving geopolitical problems. Yeah, 100%.

Starting point is 01:17:03 All right. What are we supposed to be talking about? It sounds like VK has been using ICQ as like teams. You can chat with friends in VK Messenger and colleagues in VK Workspace. Oh, sorry. No, no, no. That's not branding. That's them saying what we're going to do

Starting point is 01:17:21 with ICQ. They might have just used ICQ tech and then just like deployed it as a completely different product. Like Skype or whatever. Dan, we never finished doing merch messages. I'm sorry.

Starting point is 01:17:38 No, that's right. We've got one more to do. And then we're about 15 minutes to sponsors as well. Let's see. Hey, Linus, can we get some of the details of how the GPU factory tour video was made? What was planning and communication like, considering you only had three hours to work with? Keep up the great work. It was a lot of fun. Very chaotic.

Starting point is 01:18:00 We had a three-person team. Oh, shoot. Andy, do you remember the name of that PowerColor rep that was super helpful and high energy and basically just was a total Chad helping us get through there? Shoot. Yeah, great

Starting point is 01:18:15 guy. He does PR there. Andy was very serious when he said he was a great guy. Yeah, I'm really bad with names, but yeah, he was awesome. Apparently, he started working there when he was like 18 he's just like i'm gonna work at power color because i'm a gpu enthusiast and he's just still there now which is cool so he was a big part of helping us get that tour arranged uh framework was a big part of helping us get that tour arranged because power color uh ended up being one of the um well let me put it this way at frameworks volumes and with how high touch they

Starting point is 01:18:52 are right like you you saw it in the factory tour they had to create a custom rig for testing frameworks stupid rando you know gpus with their interface they invented, right? Like this is not, and when I say stupid, I don't mean stupid. I mean, inconvenient, right? When you're set up for PCIe fingies go into motherboard, weird pad interface with pogo pins and needing a rig that can, you know, like walk onto it and stuff. That's like extra work. And I'm sorry, how many of these are you making? You know, at the kinds of volumes that the semiconductor industry works in someone like a framework is a very, very, very small fish. They're doing great.

Starting point is 01:19:35 They're growing Rome. Wasn't built in a day, but there are very small fish. And so the fact that power color was willing to take them on was, was a big deal and was a big part of bringing the Framework 16 to market. So anyway, Framework has that relationship and they helped to make that connection as well. And then once we got in there, man, it was like, normally we would want to go around first, make a bunch of notes frantically, and then I would lock myself in a boardroom or something, put my headphones in for like a couple of notes frantically and then i would lock myself in a boardroom or something

Starting point is 01:20:05 put my headphones in and kind of rewalk for like a couple of hours and then i would like write everything and i would ask to have someone kind of nearby that i can sort of holler at and ask questions and then we would go back through and we would shoot like a scripted like like a roll read and then we would also capture all the b roll this time basically i just got a verbal briefing on what we were about to see and then i got a like um like a more detailed like i kind of put in my head sort of how much time i wanted to spend on each one and then i got any little details that pertained to each thing as we went. And then I didn't have a script.

Starting point is 01:20:49 So people often ask, like, which videos are scripted? Which ones are unscripted? Tell me. Does it matter? Could you tell that that video was unscripted? Maybe I should script less. I should find one that was scripted. Okay.

Starting point is 01:21:04 Could you tell the Noctua booth was scripted? Yes. Could you tell that the factory tour was not scripted? It was. Useless. Useless. Okay, I'm trying to

Starting point is 01:21:21 hear from the other people. From the people in the chat. I don't know which one they're responding to. They're just saying yes. Useless. Might as well talk to Twitch chat at this point. would do it and then um andy would go and he would shoot like any b-roll bits that go along with it and then alex was there to be a backup note taker during the during the tour um or during the briefing and then he was a note taker he was our only note taker during the actual actual tour and then he was also noting down the clip numbers for every section. So some eagle-eyed people noticed that that video was actually uploaded within 24 hours of us completing the tour. It was kind of crazy to get it done because we wanted it to be part of our Computex coverage this year. So it was a little crazy to get that done but alex noting all the clip numbers was how dennis who was like uh i have not edited an ltd video in about two years let's see how this

Starting point is 01:22:34 goes uh that was how dennis managed to turn around that edit in just a few hours that's epic i did a review we had to change some stuff i had to had to shoot or record a small audio pickup on my lab microphone. He exported again and boom, it was up. I've got some comments. One is a challenge from ScrappyDP saying you scripted the walkthrough in the beginning of the factory tour.

Starting point is 01:22:57 I scripted the walkthrough? This is a claim from Flippling Chat. I scripted the walkthrough of the factory tour. Well, when I say scripted, I mean word for word scripted yeah not notes yeah i can i can show luke the notes that we had at the beginning of the tour uh this is the notes that alex gave me before we started these are the notes that i took hold on oh. Oh, wait, no, Alex has added a bunch of stuff to this. None of this is a script anyways. Yeah, so here's the SMT line. Yeah,

Starting point is 01:23:34 I will read you word for word. This is what the video would have sounded like if I had read off a prompter. This is for the SMT line portion. Yes. Spray anti-static. Now that all the components are validated, time to put them mounted to board. Anti-static shower, mount to boards. 9994. Each PCB gets pushed into the machine. 9999. Intake of PCBs. Soldering paste dash 0003. Scanning for paste inspection. Pick and place. 77,000 components per hour. Cutting edge machine nearly double the speed of their older machines on a typical line.

Starting point is 01:24:15 This investment was made because small pilot batches are often done here, 15 minutes from their R&D headquarters, and speed and efficiency is a major factor in product development dash 0021. VRMs GPU die placement Oven that bakes the solder to attach everything Inspection CT scanning Final of SMT

Starting point is 01:24:37 0048 Some get stopped for inspection 10-15% get sent to X-ray Manual component placement. Put on tray, add capacitors. Flux spray, 0068. Solder waterfall. Not quite a slide, 0074. Final inspection.

Starting point is 01:24:56 Probably three quarters of that was added by Alex while we were going through on the actual tour. To help Dennis. So a fraction of that was actually done before we started the tour. Oh, Google Doc can go back.

Starting point is 01:25:11 Okay. Here's the version. Hold on. Here's the version before Alex added notes. I also want to say that you did the reveal before you asked if people could tell. So there was a considerable amount of people saying that they could tell on both. And I'm not saying that you're lying. But I do think that in a lot of cases,

Starting point is 01:25:40 this one might notice that something feels different, but they don't necessarily notice why. Okay. And then you're like, oh, this one wasn notice that something feels different but they don't necessarily notice why okay and then you're like oh this one wasn't scripted and they're like aha i knew that that was exactly what happened i'll tell you what why don't we play the game with some more videos did you watch any of our other coverage no what if i can just jump in here only what are the numbers dan what do the numbers mean uh those are clip numbers that alex was adding as we were shooting yeah so almost anything with a clip number was added as we were going through so there was very very very little in the way of of a script um okay here i'm just gonna add a filter for let's say

Starting point is 01:26:20 views uh more than 500 000 that should filter out out anything that's just like unlisted or whatever. Okay, guys. NVIDIA. NVIDIA Tour. Scripted or not scripted? Go. Are we pulling them, Dan? Why don't we do our sponsor spots while we wait for them to think.

Starting point is 01:26:41 Do you want to pull it, Dan? Okay. Or do sponsor spots? Let me do the poll before we start going. Yeah, you can set up the poll and I'll do sponsor spots. The show is brought to you today by AG1. When cooking up your

Starting point is 01:26:53 morning breakfast, chances are you're not including certain ingredients that supply your body with the energy it needs to get through the day. Our sponsor AG1 can help with a simple and convenient way to get the vitamins your breakfast may have otherwise been lacking. As a Nesquik cereal lover? Yes. Their team is always trying to find better ways to source, test, and find the best quality ingredients available. And unlike other supplements that only reference research for specific ingredients, AG1's whole formula is backed by multiple studies

Starting point is 01:27:20 done by third parties in double-blind placebo-controlled environments. They're transparent with their ingredients too, so if you're not convinced, you can do your own research. A few of our team members even drink AG1 every day and have done so even before they were a sponsor. It's easy and satisfying to start your journey with AG1, and you can even get a free one-year supply of vitamin D3K2 and five free AG1 travel packs with your first purchase at drinkag1.com slash wAN show. The show is also brought to you by Squarespace. There are a lot of different shapes that exist like triangles, octagons, decagons, bestagons, but we're really into squares these days thanks to our sponsor

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Starting point is 01:28:38 And someone's mowing the sidewalk. Sorry for that unpleasant noise. The show is also brought to you by Manscaped. A bunch of our team is at Computex this week, and a big question we had was, how would we take care of their bits and bobs? I can tell you right now, with some antiperspirant, but anywho.

Starting point is 01:28:54 Luckily, there's Manscaped. Their Performance Package 5.0 Ultra has a whole slew of tools to help keep your landscape groomed. It comes with the Lawnmower 5.0 Ultra, meant for keeping your sack whacked with dual blade heads. Okay, by whacked, they mean like weed whacked, not like struck. The Weed Whacker 2.0 for trimming down those nasal nuisances, and also their Crop Soother and Crop Preserver to keep your grass smelling fresh and fragrant. They even include

Starting point is 01:29:25 some bonus goodies like a pair of their boxers and a toiletry bag. So go check it out for yourself at manscaped.com slash WANSHOW and use code WANSHOW for 20% off and free shipping. While we're at doing promotions, let's just promote the end of Dan Week. Dan Week is almost over. We had some Dan-centric releases this week, including Dan, are you able to show your screen to show things? Is that a thing we can do? Yeah, I can do web pages if you give me a minute or so. Yeah, sure. In that case, why don't we do the poll results while I wait for that? I don't actually see the poll. I can't do a poll. I'm going to read through some responses though.

Starting point is 01:30:04 Integrations. Elijah said. wait for that. I don't actually see the poll. I can't do a poll. I'm going to read through some responses though. Elijah said... This is why I said you need to give him time before you start doing the sponsor spots. He has to live do the clips. Oh, well, I don't know. Maybe he should grow a third arm. Did he ever think of that? Dan, do you ever think of that? Growing a third arm? It's a reasonable response.

Starting point is 01:30:22 Do you think you'd be willing to help the company Dan inject some of that I don't have enough enthusiasm forced evolution virus Dan's doing great let's be encouraging for Dan let's go Dan good job Dan

Starting point is 01:30:38 do you want to do that topic while we wait for Dan sure yeah copilot plus isn't for everyone yeah Do you want to do that topic while we wait for Dan? Sure, yeah. Copilot Plus isn't for everyone. Yeah. Source, The Verge, Source 2, Microsoft. Everyone.

Starting point is 01:30:53 Yeah. Strangely, Intel, AMD, and Nvidia seem to be hinting that the much-hyped laptops powered by their new chips won't launch with Copilot Plus features enabled, despite all meeting Microsoft's required specs seemingly. Microsoft has likewise made statements seeming to indicate that Intel and AMD laptops will get access to Copilot Plus eventually. Some, the Verge's Sean Hollister in particular, have speculated that Qualcomm might have some kind of yet unknown timed exclusivity.

Starting point is 01:31:25 In other co-pilot news, Microsoft appears to be making its controversial recall feature opt-in instead of opt-out, which is good, but I still don't like their attitude about it here. The fact that they tried to make it opt-out, the fact that it was ever going to be opt-out, tried to make it opt out, the fact that it was ever going to be opt out, did not indicate a good faith effort for Microsoft to maintain the privacy of its Windows customers. Look, if Windows was free, like formally free, I might feel slightly differently about this. I still wouldn't like it, but I'd be like, that makes sense. Windows is not free. Windows costs $100.

Starting point is 01:32:12 I know because I just bought a copy of Windows. Seriously. I bought a copy of Windows this week. For what? For a cool video that we did here. We went to the tech mall. Oh! Yeah, buddy. I'm very excited about this.

Starting point is 01:32:23 We went to the tech mall um and it was actually jake's idea he was a good idea he was cruising in the tech mall and he found this shop little hole in the wall shop like i mean literally hole in the wall i could almost put my arms from one side to the next side that had this sick hardline water cooled system in the front of it with like this 3d printed league of legends mask in it and it just like it looked flipping awesome and normally you walk up to those shops and you're like i'll take that one and they're like no man that's like for demo i can build you like a basic gaming computer yeah i was like i want one like that. And for my budget, I picked the starting price of a MainGear, what is it?

Starting point is 01:33:08 Whatever their hard line one is. MainGear, hold on. Oh, hold on. Yeah, this is my autocomplete here. Yeah, I got this. Hold on. My internet's a little, it's a rush. A MainGear Apex Rush uh starting at 51 19 so i gave them a

Starting point is 01:33:28 budget of 170 000 new taiwan dollars and basically was like bro i'm trusting you i want it to look really cool like this one and i want a game at 4k i want to be able to play any game so i gave him functionally the same the same budget yeah and uh i just looked it up it's super similar i wanted to know what's what are you better off with are you better off with an apex rush or are you better off with some hole in the wall shop in taiwan and i guarantee you no matter what you thought the answer will surprise you really cool video really lots of fun yeah i had an absolute blast and you know what i was having so much fun doing it i was like man

Starting point is 01:34:11 i wish i could do this kind of stuff more often but i get recognized so much that i can't it's hard to see shop at home yes over here there's a chance right because people might not go to English media for their first choice for tech content right? Yeah. But at home whether you love me or hate me if you're in the tech space you've probably seen my sad line is mean face at some point you know like you've probably seen the mug and so it's really hard to get away with just like secret shopping things having the customer experience. Some people pointed out that it's really hard to get away with just like secret shopping things, having the customer experience. Some people pointed out that it's pretty funny that we have a scrapyard wars planned and we didn't just do it here when we were both here.

Starting point is 01:34:55 No, that wouldn't be, I don't think that would be the play because I think they want to see crazy rigs for the price. And I wouldn't be as familiar with the tools here. I think that at home we're going to have our best shot to put together amazing value.

Starting point is 01:35:10 Man, the budget for the gimmick? Not cool. Oh, I don't even know what it is. So I can't even comment. The budget is not cool. But we're still going to make some money.

Starting point is 01:35:25 Scrapyard Wars is going to be very expensive this time around you're gonna have fun if you this is off topic if you sit up i can pull your you've been sliding the thing back have i now so you've been slowly falling backwards that makes sense uh yeah if you don't mind actually that would be swell oh i've been moving the whole couch. Well, they're all in sections. Yeah. Yeah, yeah, yeah. One section. Nice.

Starting point is 01:35:48 Oh, wow. That moved a lot more than I realized. Oh, did I move it again? Yeah. Cool. Well, that's going to be how it is then. And I got a screenshot. But yeah, I'm excited about whatever it is because you keep talking about how cool it

Starting point is 01:35:59 is, which makes me. Oh, yeah. It gives me confidence and it'll be fun. It's going to be really cool. And I believe you that not knowing isn't really going to impact anything. It won't. Yeah. No,

Starting point is 01:36:08 I like, I actually believe you. I'm not. Yeah. So yes, I believe. Yeah. I'm excited.

Starting point is 01:36:13 Um, anyway, coming back to what we were talking about, Microsoft, um, I don't like that it was opt out in the first place. I think that, I think that betrays an attitude that Microsoft has towards

Starting point is 01:36:25 user privacy that is not okay for a paid product. But the fact that it is opt-in now is better. I'm going to opt-in. Honestly. No, you're not. Okay. No. You do work stuff on that computer, don't you?

Starting point is 01:36:42 Maybe. Nope. Well, it sounds really useful for me. Do you have Sentinel on that computer? I't you? Maybe. Nope. Well, it sounds really useful for me. Do you have Sentinel on that computer? I think so, yeah. Nice, I can turn it off. You really want to play this game? Kinda. I'm just kidding.

Starting point is 01:36:58 Because I can uninstall Sentinel. I can log you out of all your stuff. I can... You can't? Oh! I can log you out of all your stuff. I can... You can't? I can pull rank with Sean. Probably not. I'm disabling Sean's account right now and turning off the... You know why?

Starting point is 01:37:16 You know why? I don't even think because Sean would listen to me over you or anything. I think because Sean would be like, yeah, no, that makes sense. He shouldn't have that on. I think he would agree with the idea more than he would like. Okay. But every once in a while I read a really cool article and I can't remember where I saw it. Yeah. So like that one that I've been trying to, that I've been trying, man, I keep trying to find this article. Someone wrote a really, or don't do work stuff on that computer. Someone wrote a really good essay.

Starting point is 01:37:42 You're going to, I'm changing the subject. Someone wrote a really good essay. I'm changing the subject. Someone wrote a really good essay about how the housing market is like completely doomed, like completely doomed, like even worse than it is now. And they basically laid out the value prospect of a house to a person who lives in it and why housing pricing made sense for a long time. And then how that value prospect changed. And that was why we got this like hockey stick where it was not based on the value to me living in it, but it was based on the value to me renting it out. And then how it hockey sticked again, we're almost making our way to a horseshoe shape now,

Starting point is 01:38:19 but essentially inflection pointed again when short-term rentals took off and the amount of value you could extract out of them was much higher and how essentially we're heading towards or we're in the middle of another inflection point where it basically goes up nearly infinitely as institutional investors buy and they can have this like much much longer outlook than any individual could ever hope to have because it just becomes a total dollars in versus total dollars out game as opposed to needing any needing an immediate or or timely roi on on a specific asset um but just just because i

Starting point is 01:39:02 don't think philip lane chat's gonna give it up Dan, were you trying to tell him that he can't uninstall it? I don't know, I was just making sure that we can actually communicate We had some issues during the pre-show as well Yes, we can, you're just super quiet So in case you didn't hear it, I pointed out that while that might be true He can uninstall Windows He's a crafty man, he can uninstall Windows. He's a crafty man.

Starting point is 01:39:29 He could find a way. Yeah. Sorry, guys. This isn't it. It was an essay. A couple of people tried to send me something. It was really good. It was really good. It didn't contain the terms hockey stick or anything like that.

Starting point is 01:39:47 It was basically just like a breakdown of why it's basically going to go to the moon. And fortunately, things are softening up a little bit here. Both industrial and residential are finally not just just inexorable march um towards infinity but i don't necessarily think that it is permanent um i don't think that it's a permanent change this is a aggressively off-topic thing to discuss sure but i'm just gonna go for it anyways because you're talking i'm kind of done with the Copilot Plus. Sure. This isn't even sort of tech.

Starting point is 01:40:28 Oh, okay. But I find it insane. Have you read this? Have you heard about this? I saw a headline. We don't have to talk about it. Yeah, I saw a headline. Just read the headline. The headline is Parks Canada says 84 deer were killed in an $8 834 000 cull using a sharpshooter in a

Starting point is 01:40:47 helicopter you say 84 000 i think you mean 834 134 000 cull deer really i the headline that i saw was like hunters we would have done this for you for free yes and have in the past. This is an established thing. Look, somebody wanted to go for a sniping helicopter, right? And they wanted the government to pay for it. I promise you. There's a bunch of other tickers. It's a Canadian government paid thing. But it was an American company, obviously, that did the helicopter hunt. Did they sell tickets?

Starting point is 01:41:24 It wasn't even government funds that went into a Canadian company. that did the helicopter hunt. Did they sell tickets? It wasn't even government funds that went into a Canadian company. The whole thing is just like... Elijah, bro, I want to do this. It sounds lit. You can do it with Bores. It's a thing. Oh, really? Yeah. That makes sense. You don't even have to use a sharps sounds lit. You can do it with boars. It's a thing. Oh, really?

Starting point is 01:41:45 Yeah. That makes sense. You don't even have to use a sharpshooter. You can use a minigun. Oh, America. America. Or, sorry. Texas or...

Starting point is 01:41:59 Our southern friends. Helicopter machine gun. Heli Bacon is the company name. Wait, so you never shot a machine gun from a helicopter? Is there a tagline on their website? This is absolutely a thing.

Starting point is 01:42:16 Apparently there's actually insane infestations in that part of the state, so they actually need to cull them. It's a huge actual problem. But then there's been more or less like tourism slash activity industry sprung up around it through these companies that will bring you along on tours to get rid of the pores, which is something that the state needs.

Starting point is 01:42:43 I don't know what happens though. Like, like what if, what if your company in livelihood that you've invested helicopter dollars into. Yeah. Is reliant on these boars existing. Are you taking half of your funds and putting out boar food? Yeah.

Starting point is 01:42:59 You know, like, I don't know. I'm not saying that's happening, but like, it's an interesting being in a field where you have commercialized stopping an infestation that...

Starting point is 01:43:10 I mean, that's just... Isn't that just the pest control industry? Maybe. I mean, Alberta got rid of rats. I guess it can technically happen. Have you seen the map of where rats are in the world? No. It's just everywhere except for Alberta.

Starting point is 01:43:27 We're on some weird topics right now where are rats in the world i just assumed they were everywhere yeah uh that is hilarious it's just a spot so i actually did not know about this like i it it rings sort of a very, very vague bell. But they... Sorry, what did they do? They got rid of rats. I don't know how... What, rats can't walk there now?

Starting point is 01:43:53 Yeah, I don't know if that makes any sense. I've never heard of it. But yeah, apparently a natural thing. Huh. Okay. Exolocity, yeah. If I ever find the essay about housing prices, I will let you know. But I have tried digging through my history.

Starting point is 01:44:14 I've tried searching for... The way that I usually find an article is I remember a sentence in it, and I just Google that, and it usually brings it up, but I just couldn't. Extensive rat surveillance and extermination things in Alberta. Yeah. They're like super hardcore about it. Yeah.

Starting point is 01:44:33 Just use recall. That's what I was talking about. That's why I would find recall useful. Mind you. Absolutely. You can absolutely use. Mind you, I read it on my phone.

Starting point is 01:44:41 If you would like, if you could like on a, why don't you look in read it on my phone anyway. If you would like... If you would like... Why don't you look in your history on your phone? Because by the time I remembered, it had faded out of it. Bummer. Also, I think stuff

Starting point is 01:44:58 that you read in your Google feed didn't used to show up in your history properly. I don't think it still does, does it? No, it does now. But it might have been at that time or properly. I don't think it still does, does it? No, it does now. Oh, okay. Yeah, but it might have been at that time or something. I can't remember. What are we supposed to be talking about? Dan? Oh, we got some more merch messages to do.

Starting point is 01:45:15 Oh, that's right. We're supposed to be talking about Dan. Dan Week. Oh, yeah. Dan Week is almost over. Dan was supposed to show you guys some floatplane exclusives that have Dan in them. Yeah, we got all of these exclusives. There's more coming all the time. Okay, so they're looking at it.

Starting point is 01:45:32 So we have a video on his cappuccino, which is not a beverage. It is, in fact, a car. It is barely larger than Dan himself. We have a video with your most asked Dan questions. All of these are getting rave reviews, by the way, and a video about his new desk. I'm supposed to ask Dan, how was the filming experience like for you, these videos for you? It was pretty good. Sammy had put together a long list of questions and basically had everything, you know, gotten ready to go. And it was pretty

Starting point is 01:46:03 good. I kind of got to pick a few topics that I thought would be easy to film and were kind of off the cuff and fun. And, yeah, it went very smoothly. Cool. Dan is apparently going to be signing some products. One stubby, one screwdriver, one desk pad, and one bread plushie live on stream. It says not all the items. I've got a few more. I don't even know what that means.

Starting point is 01:46:28 Just one of each is what it means. Got it. To enter for a chance to win these, you've got until Sunday, June the 9th at midnight to sign up for the giveaway items. You can find the sign-up link on any of our Dan Week videos on Floatplane. Okay, for sweepstakes, though,

Starting point is 01:46:43 we have to have an unpaid entry option. So, Dan, can you please find out the T's and C's of how people can enter without paying? Maybe we could provide the link in the chat here or something. Sure, I'll have a look.

Starting point is 01:47:01 Legally sweepstakes requirements. Okay, we'll figure that out. And we're supposed to ask the audience, what kind of future content weeks would you guys like to see? More people weeks or themed weeks or, yeah, let us know. Tell you what, leave a comment on where the heck can they do that? The forum? I don't know.

Starting point is 01:47:21 I don't know. Yeah, leave a comment. Oh, add us on Twitter. The social team will see that. Or you can make a thread on the forum. The social team, the community team should see that as well. Yeah, those will work. Thanks for supporting Flowplane. You can also leave a comment on the VOD for this LAN show

Starting point is 01:47:38 if you're watching this in the VOD. We have some remaining charity stream items. lmg.gg slash charity leftovers. We've got a Corsair showcase build, a short circuit hoodie bundle. We've actually, yeah, we've got just five items left. So check them out. And we're going to keep adjusting pricing until we sell these because we've got to raise that money. Raise that cheddar.

Starting point is 01:47:58 All right. Dan, is it merch message time? Or wait, we were going to get that poll. What happened to the poll? I don't know. There's been a lot to do right now. Cool. Why don't we do another topic and buy Dan some time? Topic for Dan time?

Starting point is 01:48:14 Dan's going to have some merch messages to do. Okay, sure. We're going to have some merch messages. Forget Dan time. Okay. I can ask the merch messages if you want to set up the poll. I don ask the merch messages if you want to set up the poll. Yeah, I mean, I can. Oh, yeah, I don't have the dashboard up.

Starting point is 01:48:28 I can kind of do both at the same time. I got the dashboard. I'm asking a question. I'm doing it. I'm doing the thing. Let's go Taiwan show. What's the most pointless thing you saw at Computex this year? Man, I didn't see that much.

Starting point is 01:48:39 Me neither. I didn't really make it to the show. Yeah, I'm going to completely take over this because neither of us really saw too much of the show. I got my first swag item I've gotten in probably like seven years. Oh, yeah? It felt like I just snorted meth and cocaine at the same time. Oh, just the hit? Oh, it was amazing.

Starting point is 01:49:02 The rush of free stuff? Just garbage, too. You know that you get so much free stuff from work, no but not just trash you know like it was a branded bag that's like this big like there's no chance i want that it's it's like a basically one use the little clasp on it is already breaking inside was some coconut flavored snacks that i i don't want and then there was a voucher. And the voucher looks like a bill for 300 NT, Taiwanese dollars. And I was like, that's weird.

Starting point is 01:49:33 That's not a denomination that I think exists here. And then I realized that it's like, oh, if you spend, I think it's like 16,000 NT, then you can use this voucher for 300 at like Taipei 101 or something. I'm like, well, that's not happening. So it's all just useless. And I was like, yes, we're back. We're back at shows where they just give you things for no reason that no one wants. It was amazing.

Starting point is 01:49:55 It was actually like- I don't think I can support any of this. Oh, of course not. Okay, cool. Yeah. Dan, the poll's wrong. Also, this is hilarious. The poll is, was the factory tour scripted?

Starting point is 01:50:08 Which I already told you guys it wasn't scripted. So the fact that so many of you are wrong either means that you are... They could have tuned in later. But it was supposed to be the NVIDIA tour.

Starting point is 01:50:23 I actually love that he did the poll this way because that proves a really interesting point that people don't listen at all and that I think some of the people that said they definitely knew on both videos

Starting point is 01:50:40 maybe some after the fact it's floatplane though so they're probably they're probably messing with us they are all firefox users yes 100% of the time you know what though be careful in youtube comments though because I have

Starting point is 01:50:54 started perma banning anyone that like asks a really stupid question that was answered in the video like if someone's like was this booth tour sponsored by Noctua they're perma banning you're gone you're out was answered in the video. If someone's like, was this booth tour sponsored by Noctua? They're permabanned. You're gone. You're out.

Starting point is 01:51:12 I'm sorry. I'm just not gonna... The quality of the comment section must go up. There will be some losses along the way. Have you read comments on any of the Computex coverage? Skimmed a little bit. Seemed pretty strong. I think what I'm doing is working. Yeah. Where it's basically just like, it's like a bad faith filter.

Starting point is 01:51:31 I think you have to in modern internet. There's too many tools for people with bad faith to be super annoying. Lunar Jimmy asks, do you do permabanning on floatplane? The answer is yes. We do. We are still very open to feedback and criticism. And generally speaking, I find the criticism on floatplane quite constructive. It doesn't happen often. Generally, the floatplane audience is really good. But if we had, say, for example, a lady on camera and you're behaving in a way that is inappropriate and unbecoming of a member of the floatplane community. Makes them uncomfortable. You will find yourself with a permaban like that. Quite quick.

Starting point is 01:52:17 So there's definitely things that... That is probably the most common scenario is exactly what was just laid out. You post some thirsty stuff about him or whatever, though. I don't give a shit. I don't care. None care none of us care oh i don't have my beat button but yeah all right i think i made my point literally not a protected class in any way yeah a bearded cis hetero white dude you got blue eyes for crying out loud hey you're like literally forget it i also like genuinely just don't care yeah that that's that's a big part

Starting point is 01:52:55 of it too is like but we shouldn't we should we we're not just because i don't care yes doesn't mean it's okay for everybody. Yes. I also don't care. Like whatever, you know, talk about how short I am. We literally have sponsor partners that make fun of my height. Like I'm not,

Starting point is 01:53:13 if you're going to make an assumption about anyone else though, you should assume that it's not cool. That's not cool. Yeah. Okay. Was the NVIDIA video scripted? 62% say yes. 38% say no.

Starting point is 01:53:26 I will bring up the script. Okay. NVIDIA Blackwell Rack. There we go. I'll be able to make a determination. Okay. Okay. Okay. okay so partial pretty scripted and then devolves into yeah notes at least the beginning it it's it felt like it was you know becoming slightly less over time and then there's a fairly sudden jump to now so any of the yik yak i was doing with the demos and anything around g-assist

Starting point is 01:54:12 as well as the like the conversational demos i wanted to be able to have conversations and interact with the thing so it's a lot harder for me to read a prompter when i'm interacting with a computer so there's no real point anyway so So you guys are about right. It was about 62% scripted and about 38% not scripted. I enjoy that it was a bit of a trick question. Yeah. Yeah, I like that. We have fun here. Yeah, you know, we have fun. We have fun with you guys. It's nice doing curveballs like that. exactly exactly all right what are we supposed to be talking about dan were we supposed to be doing merch messages right now doing merch messages right right right right okay good evening what's your assessment on the cost slash

Starting point is 01:54:56 benefit of expositions and conferences in the modern day and age man it really depends doing right because if you're like if you're apple and you're courting developers and you want to get everyone on the same page about all your tools yeah you got to do wwdc like absolutely as for i think like fan expos and stuff like that i can tell you from personal experience the economics have gotten a lot more challenging if you're a big established expo you can probably still make it work with big sponsors. But like in the age of digital advertising, I have questioned for a long time what the value exactly is of booth

Starting point is 01:55:35 presences at some of these expos. There are absolutely still expos that are killing it. I mean, we're seeing, we're seeing numbers of booths that aren't, you know, like half a hall. Like sometimes at PAX, you get like the Microsoft booth or the Sony booth that takes up like just an enormous amount of space. But not booths that are that size, smaller than that, that cost $600,000 just to show. But that's not every...

Starting point is 01:56:02 It's tough, right? Apparently, PAX West actually lowered prices this year because they finally didn't sell out. Oh, no. Because like, remember too, people's disposable income, the middle class is dying. Oh, yeah, sadly. So like, you're kind of getting eaten away at both ends as an expo where sponsor dollars are getting more challenging because you can reach an audience so much more effectively just digitally. because you can reach an audience so much more effectively just digitally. And then people's disposable income for things like getting on a plane to go hang somewhere for a couple days, that's tough.

Starting point is 01:56:32 I mean, that's why we downscaled LTX to just hopefully doing Whale Lands, assuming we can get the city of Surrey on board. At some point, by the way, I'm burying this super deep in a land show because my purpose is not to, you know, raise a bunch of attention at City Hall right now. But at some point in the future, if there's any of you that are in the city of Surrey, we may we may ask, we may create a template letter. And we may ask you guys to kind of get involved in this. Not now. Especially don't do it now because I'm going to have a meeting with the mayor probably in the next couple of months. Cool.

Starting point is 01:57:17 We want to just like, you know, do this without putting, well, no. Sending letters to City Hall is absolutely doing things right. But it's an escalation that we are not ready to take yet um but we believe very strongly that if we're negotiating with the city in good faith that there is no we're gating it's it's nice to take proper more measured stuff that there is no that there is no reason why we shouldn't be able to host a civil not like one of the concerns that was raised with us was noise huge get real yeah it just shows a fundamental misunderstanding of what it is and and and non-elected officials like the the bureaucratic employees of the city are far less incentivized to listen to anything they so if they don't know

Starting point is 01:57:59 what a land party is they don't and and some of them are really great some of the ones we've dealt with are outstanding at the city of surrey some of them clearly don't care right and and so you know you're not you're far less motivated as a non-elected official to invest time in figuring this out it's a lot easier to just say well it's that's not on the zoning ordinance no it's not on the zoning bylaw so forget it right yeah um but we don't see any reason why as as as one-off or or multi-off but like you know small off few off events uh that we shouldn't be able to do this and we've expressed willingness to work around challenges so you say noise complaint we say okay we'll shut the door you say parking concern we say okay you know let's figure out messaging

Starting point is 01:58:46 around ride share and public transit only, or let's figure out a nearby flat piece of land, the owner of which we can negotiate parking in a small shuttle or something. Totally. There are solutions to problems. Life should be improv rules. You know? And there's no such thing to me in business negotiations, right? There's no such thing as no. If there is a benefit to both sides. It should be yes, but.

Starting point is 01:59:21 Or yes, and. You know, improv rules. Yes, but these are my various problems. Yes. Give the other side the opportunity to make proposals. To handle the objections. Yeah. Exactly. So that's what we want to do.

Starting point is 01:59:34 We want to figure it out. People are asking, you know, the main thing is just showing them what's in it for them. Oh, there's absolutely stuff that's in it for them. They want to be on the map for gaming and esports. That's what's in it for them. They want to be on the map for gaming and esports. That's what's in it for them. So if we do some tournaments and stuff, and I'm absolutely willing to play ball. A little beauty pageant here and there. Yeah, I'm absolutely willing to play ball, but we're not going to do it at a different venue. Yeah. Because that's not what we're set up for. That's not what the economics can support. We've made an investment into a building.

Starting point is 02:00:07 And for us to build it out once, put all the networking and power in, and then be able to reuse it over and over and over again, that makes sense. For us to go in somewhere else, haul all of our stuff in, haul it all out, for the kinds of ticket prices that the market will bear for these types of events,

Starting point is 02:00:24 it just doesn't make sense. We can't. Ticket prices for lands make no sense. Yeah. People run. If there's a land going on, it's being ran out of passion. It's not a profit thing. Yeah.

Starting point is 02:00:38 All right. What were we supposed to be talking about? We're just on merch messages. Yeah. Just forget what it was. Forget what the merch message was. I have no idea. Hey, look, a wild Dennis appears.

Starting point is 02:00:47 Come say hi, Dennis. Hi, Dennis. It's a big room. Hey. Nice. Yeah, Dennis was up till... How late were you up editing that factory tour? Oh, my God.

Starting point is 02:01:00 3.30. 3.30. Nice. Nice. Nice. What. Nice. Yeah, I know, because I had to review it after. Good stuff. Okay, what are we

Starting point is 02:01:16 supposed to be doing? Oh, yeah, yeah, yeah. Right. Hit me. Hi, Dan and LL. I came for the merch. I came for the quality products. Have you seen anything on the current trip that you think is groundbreaking new tech or huge advancements in existing tech? I mean, yeah, it's got to be the Snapdragon,

Starting point is 02:01:34 mobile chips. And again, you know, the only reason I'm mentioning it is because of the proximity. Qualcomm did not sponsor anything about this video. I can say whatever the hell I want. But they did sponsor a video here at the show that isn't out yet, and I don't want you guys to be surprised by that.

Starting point is 02:01:48 But genuinely, on this show, not sponsored by Bulkman anyway, damn. One thing I'm really unhappy about is the move towards soldered RAM. Yeah. Lunar Lake. Are they both? Lunar Lake is soldered. Snapdragon X is soldered. And I think...

Starting point is 02:02:08 Usually there's two sticks. I think the new Ryzen AI 300 series is all soldered. It's all moving to either on package or near package soldered to the board memory just like we saw with Apple Silicon. I get it. But I don't like it.

Starting point is 02:02:27 Yeah. And like that new desktop form factor was very surprising. Cam too. I'm actually pretty stoked on that because I didn't see it coming on desktop. Like I saw cam happening on laptop because that was where I thought it was intended for to avoid soldered memory. But instead, we're taking soldered memory,

Starting point is 02:02:51 which is going to be even slightly shorter traces than cam. And we're just doing it on laptops. And then we're taking all those benefits of the development of cam and putting it on the desktop. So we might be able to see faster desktop memory thanks to this. But yeah, I was very surprised to see full-size desktop motherboards with support for CAM memory. There, that's one that I'll say an unexpected advancement. And last one before I let you loose on a final topic. Question for Linus. I'm marrying my high school sweetheart

Starting point is 02:03:26 starting dated when we were 17, but we're now with both 26 in two weeks. Do you have any advice on writing vows? My fiance has asked me explicitly not to use chat. Yeah, don't use chat. Writing vows?

Starting point is 02:03:45 Man. She has the correct opinion. What'd you say? She has the correct opinion or they have the correct opinion. Oh, I thought you said she is the breath of me or something like that. I was like, wow. I mean, wordsmith Luke here. Not writing it for you.

Starting point is 02:03:57 Yeah. I'm not sure about that particular turn of phrase, but. Something I can say in regards to using chat, uh, would be that you can ask it what it feels about what you wrote or what it took from what you wrote. But don't have it write it for you. This is supposed to be. Yeah. I would say the most important thing for me, and this is going to be maybe out of left field. I know.

Starting point is 02:04:21 But the most important thing is an anecdote. Oh. Tell a story. Because everyone says how much they love them. Everyone says, or at least if you're writing halfway functional vows, everyone says- This is what I thought you were going to talk about. Some vows are just stupid. How much you love them, how you're going to be with them forever i mean i think that's like implicit um and yeah not everyone makes it work so like you should definitely still say that that's the intention thumbs up you know um but i would say the best vows that i've heard are the ones that

Starting point is 02:05:00 tell a really great story that... Cap's like, why? Yeah, that is the story of the relationship. Like, you know, on the third date, when you, like, were eating spaghetti and you laughed so hard, you snorted actual spaghetti, like, up your nose instead of a drink. You know, like, and you asked for a napkin

Starting point is 02:05:27 and she laughed and was like, no, it's funny. Or I need to take a picture first. I'll give you one after, you know, and that was the moment we knew we were made for each other, you know, like, tell me, tell me why you were made for each other. You know, that's, that's what I want to know. Don't tell a long story, tell a short story. Keep it short. And this is key. Make sure she cries. If she doesn't cry, you haven't done it good enough. You want to hit her right in the feels.

Starting point is 02:06:01 So make sure that the story is, and this is this is counterintuitive okay so the story should be super meaningful for her but it should actually be the one that's most meaningful for you it should be like like why you can't live without her which and that's gonna that's gonna hit way harder care more yeah yeah yeah in the feels. Yeah. In the feels, you guys. Yeah. In the feels. Yeah. Make them cry.

Starting point is 02:06:29 No. No. It's okay. Good cry. Happy cry. For crying out loud, you guys. You're killing me here. For happy crying out loud.

Starting point is 02:06:37 Yeah. Yeah, exactly. Lace your valves with onions. Oh, boy. Make the paper out of out of onion one thing that i would say which i stole from you i think um is a lot of the like worst ones that i've witnessed is when they'll dwell on like you know it's been really hard sometimes. I don't want to hear that. It's not the time. Yeah.

Starting point is 02:07:07 Not the time. You guys can have those conversations. Yeah, you should. Yeah. Talk things through. That's super important. Not the time. But like, you know, like, yeah.

Starting point is 02:07:18 When you're up there in front of everybody. Yeah. And they're up there in front of everybody. And you're talking to them. And you're like you know you kind of sucked a lot yeah like what are you talking about and like there's a you can do that at the wedding like absolutely when you give your like speech at the at the reception oh yeah by all means tell a funny story about like you know finding you know x-rated materials on their computer and

Starting point is 02:07:47 it being like something you wouldn't have thought they were into you know or whatever you can do funny jokes at that time yeah like that that's a pretty particular moment you don't need to dig in that moment yeah not in that moment that moment is for like the moment you knew yeah yeah yeah next up yeah talk about the tense prenup negotiations yeah yeah that's not in the vows okay that's not in the vows oh goodness sheesh i'm gonna get you guys out of here in about 45 minutes so why don't you do another topic and then we'll move into After Dark. Okay, topic time. Google leaks leak. An internal Google database of thousands of security incidents flagged by Google employees between 2013 and 2018 of children's voices, a major leak of the itineraries and home addresses of Waze carpool users, and an exclusion software failure for Google Maps resulting in the accidental creation of a database of thousands

Starting point is 02:08:54 of geolocated license plate numbers. These incidents were typically reported, investigated, and resolved at the time that they happened, but only a few were previously known to the public. There were also more long-term breaches, such as an incident following Google's acquisition of Socratic.org, where around a million user emails from the company were publicly exposed for over a year. One relatively harmless incident involved the 2017 leak of the announcement of Nintendo's Woolly World 2. A Google contractor downloaded the private announcement from Nintendo's YouTube

Starting point is 02:09:25 channel using admin privileges and sent a photo of the video to a friend who then posted the screenshot to Reddit. Not only did this friend admit to getting the photo from a friend who works at Google, the URL in the image started with www.admin.youtube.com. In other news, replace your own job with AI. In an interview with The Verge, Zoom CEO Eric Yuan recently suggested that Zoom should eventually have a feature

Starting point is 02:09:55 that allows you to, instead of replace the background, replace the foreground, delegating your meeting to an AI-powered digital twin who could create a summary for you. This AI double would likewise respond to emails and answer calls. This seems to be more than an anthropomorphized note-taker, however,

Starting point is 02:10:15 as Ewan seemed to suggest that these features would operate with minimal oversight and users would be delegating a significant amount of decision-making and responsibility to these digital avatars. Hilarious. Oh, boy. Less hilarious. Adobe. This week, or this Wednesday, users of various Adobe apps received a pop-up notice that Adobe's Terms of Service had changed, warning that Adobe may access your content through both

Starting point is 02:10:39 manual and automatic methods. Yeah, this is ridiculous. This is pretty bad. The specific updated section of the Terms of Service that went into effect February of this year says content you store or process on their servers may be analyzed using techniques such as machine learning in order to improve our services and software and the user experience. Two main concerns arose from users. Professional creatives who do work under NDA were concerned about

Starting point is 02:11:05 Adobe accessing confidential information, and many users were concerned that their content, their creative work would be used to train Adobe's Firefly AI. Which it absolutely will be. Adobe has since issued a statement clarifying it does not use customer content to train Firefly and does not assume ownership of the customer's work. Yeah, sure. Yet. They didn't say the yet. I'm adding the yet. customer content to train Firefly and does not assume ownership of the customer's work. Yeah, sure. Yeah. Yet.

Starting point is 02:11:28 They didn't say the yet. I'm adding the yet. It's a really easy goalpost to move. The company further states that the purpose of the updated terms was to clarify the addition of more human review to pre-existing moderation processes that scan for illegal content. Hmm. Well, we'll see how it goes. Yeah, I don't like that at all.

Starting point is 02:11:46 The car thing. We've got to talk about that. According to tech YouTuber uh-oh, Anno Raker or Josh Hendrickson who did a deep dive into Spotify's car thing device, Spotify had already taken several steps to open source the car thing even before the current

Starting point is 02:12:02 deactivation controversy. The device runs on Linux and its U-boot source code and Linux kernel are available on GitHub. Likewise, its Amlogic chip allows users to easily access boot ROM mode, run their own code, and add custom software. Hendrik theorizes that Spotify wasn't interested in making this easy open sourcing more widely known because the device is essentially a potato with a weak Amlogic processor, 4 gigs of eMMC storage, and only 512 megabytes of RAM. Its hardware is too limited to do much above its current intended purpose. I mean, the part that bothers me is that it can't do much beyond it.

Starting point is 02:12:45 It's that Spotify tried to brick it. People have already shown that they can do what they want with it. Yeah. Yeah. So the intended purpose was fine. Yeah. It doesn't really matter that it's a potato if all it needs to be is a potato. Potatoes are cool.

Starting point is 02:13:00 I like potatoes. I'm dead. Apple's holding WWDC next Monday and the company reportedly plans to announce how it will integrate AI, Apple intelligence, into their upcoming products. Yes, their AI system will be called Apple intelligence. That's cool. Because that won't be confusing at all. I mean, it's just as useful of a name as artificial intelligence right now. Okay, that's true. We've got a video coming on how AI is a lie. Yeah. And it really is.

Starting point is 02:13:30 Yep. It's really cool what we're doing, but it isn't AI. There's a lot of cool things happening. Yeah. It was written by Emily, so she basically went through and was like, here's what you think AI is, and here's what it is, and here's what it's really good at, and here's what it's not good at.

Starting point is 02:13:48 That sounds like a good video. I really liked the de-Google-fy your life video. Yeah. Seems like other people did too. I'm excited for part two. Yeah, I'm genuinely pretty stoked for part two. Non-AI announcements around half of the presentation will apparently include improved customizability for iPhone,

Starting point is 02:14:05 as well as new software for the Vision Pro, Apple Watch, and Apple TV. And finally, oh my goodness. Oh man, we've got a few more things to get through pretty quick here. Twitter says, okay to unclad chests. The website formerly known as Twitter, has added language to its rules that formally allows

Starting point is 02:14:28 consensually created adult content on the platform so long as it is correctly and prominently labeled. Twitter has typically been tolerant of sexual content, though the site didn't officially condone it. And to be clear, that is true all the way back. Yep. Therefore, the primary change will be the creation of an official tagging system for graphic and explicit adult content. Some critics have called the new policy a way for Twitter to reject responsibility for dealing with the sharp increase in pornographic spam that Twitter has seen during Elon Musk's tenure as CEO.

Starting point is 02:14:59 But I actually have an alternate take. What I'm hoping is that this just allows things to be tagged more easily. And so maybe I will actually see less of it. Yeah. Blurred out or hidden behind reveal buttons. Our last topic is first move to Europe. Second, delete Facebook. European users of Facebook and Instagram were recently notified by Meta that the company

Starting point is 02:15:25 will be using their data for AI training. The policy is global. It's just that only European users were informed and only European users had the ability to opt out of this use for their data due to EU legislation. In another unpopular policy change, Instagram is currently testing unskippable ads. Dang. Nice. Very good. Nice. Oh, actually, there is one more thing. The hashtag FixTF2 movement. Yep. It's pretty bad.

Starting point is 02:15:53 So, over. It doesn't seem like they're going to do anything about it. Yep. Quarter million people have signed the petition, and Valve is going to do whatever they want to do, whenever they want to do it, because they're Valve. And they print infinite money. And we all love them for it. All right. Time for WAN Show After Dark! Could you please ask Andy to give me roughly two stops of neutral density filter? I could ask Andy for that, but Andy is not here.

Starting point is 02:16:16 Okay, I'll do it myself. I guess. Oh wait, no no no no, hold on hold on, Dennis is here. Dennis! Oh. Hold on, hold on, Dennis is here. Dennis. Oh. Can I borrow you? Oh, wait. Do we have an ND filter on there? I don't see an ND filter.

Starting point is 02:16:31 It should be digital. I can do it. It's fine. Is there a digital ND on that camera? I don't think so. Yeah, no, this is FX30. Oh, now it's dark. No, no, it's Wanshow After Dark.

Starting point is 02:16:44 I just made it dark. He's going to... I just made it dark. He made going to... I just made it dark. He made it dark. It's okay. It's okay. Thanks, Dennis. Oh, yeah, he could have just closed the aperture. That would have been an option.

Starting point is 02:16:52 That's true. All right. What's up, Mr. Daniel Besser? Who even are you? Looks like we got some merch messages. My wife loves your clothes so much, it upsets her that it isn't readily available in places women frequently shop.

Starting point is 02:17:05 How do you fix this gap between product superiority and access to the target market? That's a really great, great question. If you can answer it, I think I have a position for you at Creator Warehouse Inc. Oh, I see where you're going. We're having trouble with marketing. I'm just going to be honest. We kind of suck at it. And I don't mean that as a knock against the team it's not like i have some silver bullet and i'm some kind of

Starting point is 02:17:28 genius and i know how to direct a consumer market i was running the marketing like yeah exactly like we're really good at being a marketing vehicle for our sponsors who are really good at making really good stuff yeah we're great at making but we actually, we don't know much about the, the dark arts of, of effectively using a, you know, Instagram advertising budget. Yeah.

Starting point is 02:17:52 Um, it's a whole other, it's a whole other field, essentially. Genuinely. Yeah. So, sorry.

Starting point is 02:17:58 I wish I had more for you. Hi, DLL. Given AMD and Intel's focus on delivering powerful and efficient mobile APUs, I do. They're great, but a discrete chip is still going to be the way for a long time. I think that the split is going to continue to widen for integrated in low-end gaming. Like low-end gaming discrete GPUs are already functionally not a thing. But for people who want real performance on the go,

Starting point is 02:18:33 you're going to need a dedicated GPU for a very long time. Realistically, does running your components hot, home office gets hot during the summer, for work hours, nine or ten hours a day, will harm them? Or what's the best solution for hot summer days in a small office? Being on at all harms your components. They wear out over time. We did a good video on TechWiki on why do computers die.

Starting point is 02:19:06 And basically, even though we think of them as having no moving parts like electrons yeah they're moving yeah that's not moving like you know charges are being moved around and stuff like it's they so so so they wear out in time and the hotter they run the faster they wear out just kills things yeah and so less is better and more is worse but i can't quantify that you because it varies wildly from component to component from generation to generation if i were to try to generalize and say oh well you know on intel it's really bad or on AMD, it should be fine. No. No.

Starting point is 02:19:47 You can't generalize. You just have to kind of keep things as cool as you can and do your best with it. Yep. Alex did a really cool video a while back where he ducted the exhaust heat from his computer out the window and vented intake air from a different part of the window away from the

Starting point is 02:20:06 exhaust heat directly into the computer, that could help. Yeah. And last one I have for you today. I'm at an ed tech startup as a CSM. Third anniversary this fall, but no raise since joining. The excuse tends to be startup volatile, blah, blah, blah. In your early days, how did you retain talent?

Starting point is 02:20:29 Paying them more every year. Sort of. That's not true. Sort of, sort of my ass. Don't make me go back and find the records. Yvonne is right there. No,

Starting point is 02:20:40 that is, that is functionally true, but there was times where you asked if you could have the increase be less. That's true. And realistically, I think most of, if not all of us, could have made more elsewhere. Like if you, I think part of being a part of a startup is understanding that at the beginning, you're not going to make. You still have to see a trajectory. It does sort of depend at the same time.

Starting point is 02:21:05 Yeah, like you saw a trajectory. Not only did I see a trajectory for one, but for two, a lot of startups aren't like what we were like. So realistically talking about our experience, it's not... We started in a garage, Luke. They called it ed tech startup.

Starting point is 02:21:25 This is probably education. No, I know. I know. But using that terminology, like they're probably American. They're probably West Coast. There's probably VC money involved. This is different than the scenario we had. You know, I mean, sure.

Starting point is 02:21:39 But I think it depends on where this person started. If that's the case, right? Like, basically, if you're valuable to them, there's two ways that they can express it. Money and shares that are worth money. Yeah. It's going to have to be one of those things. And if your value to them is growing, then one of those things has to grow. growing, then one of those things has to grow. And like, you know, you can, you can, you can promise a pot of gold at the end of a rainbow. But that only that only holds for so long. And

Starting point is 02:22:13 I think three years is a really long time. Yeah. Like by three years in, we had had that conversation about, hey, here's the budget for next year. Do you want to raise or do you want us to hire these positions? We had had that a year prior by the time we were three years in. We had that a few times. That was about the two year. But I think the first one was around there. Yeah.

Starting point is 02:22:34 And there were still increases. They were just smaller. Lots of assumptions there. I mean, sort of. He called himself a CSM, assuming certified scrum master. I thought it was... Is there a different? I thought it was something manager, customer service manager, maybe.

Starting point is 02:22:51 Could be customer service. Customer success manager. Customer success manager. Computer science major is another option. I think it could be at a company. Human service module. I like that. I like that. That's good. Yeah. It'd be nice to actually know what the position is, but basically I think no raise in three years is pretty bad. Essentially. Something's got to be going on there. Yeah. Yeah. Yeah. And so, and, and that's, I mean, that's a question too, right? Like if they're not able to

Starting point is 02:23:24 grow the revenue or raise more capital or do whatever it is that they're doing, what is your future there? So your future can't just be at some indefinite point in the future. Your future is either now or it's the future. And if it's in the future, then they should be like going good enough that they can show you some future. If that makes sense. Yeah.

Starting point is 02:23:51 show you some future if that makes sense yeah um i don't have any tips for you with respect to cat urine uh francis but thank you for your merch message uh okay and then um we got one more here i think right dan um no I think that's about it. That one's just a thank you. Oh, I see an incoming one. Uh, I ended up buying an X1 Carbon because Dan, uh, sold out the P1P within weeks with his review, which was amazing. Oh, okay. That's not really good.

Starting point is 02:24:18 Unboxing. All right. See you later. No, unboxing. Yes. Okay. Yeah, that's a good clarification. That's a distinction.

Starting point is 02:24:25 And I think that's it. That is all. We will see you again next week. Same bad time, same bad channel, different cooler location. Yeah. Especially for you with the laptop in your lap that is streaming and doing all the other Want to see how wet my legs are? Yeah, kind of.

Starting point is 02:24:40 Oh, no! Oh, my goodness it like honestly kind of looks like I peed you need to hydrate after this oh yeah 100% oh god we're very tangled up here

Starting point is 02:24:57 but check this out guys I don't know if you can tell but it's like yeah very different color there sweaty thighs okay bye I don't know if you can tell, but it's like, yeah, very different color there. Sweaty thighs. Okay. Bye! Outro Music you

The WAN Show - I Want A Job At The Roblox Store - WAN Show June 7, 2024

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