The WAN Show - NVIDIA CONFIRMS Your PSU Can't Handle RTX 3000 - WAN Show August 28, 2020

Episode Date: August 31, 2020

Sign up for Private Internet Access VPN at https://lmg.gg/piawan Honey automatically applies the best coupon codes to save you money at different online checkouts, try it now at https://www.joinhoney.com/linus Save 15% today with offer code WAN on Displate at https://lmg.gg/displatewan Check out Carpool Critics, our new movie podcast: https://www.youtube.com/channel/UCt-oJR5teQIjOAxCmIQvcgA Timestamps: (Courtesy of Jesse Ferguson) 0:27 - Topic Rundown 1:40 - Intro 2:10 - Epic vs Apple Lawsuit Update 8:20 - Looking at EBay iPhone’s with Fortnite installed 20:42 - Floatplane iOS App pulled [Update 2] 27:50 - [Headline Topic] New RTX 3000 information in regards of PSU 34:55 - Discussion of increasing Graphic Card prices in the used market 45:30 - [Sponsor] Private Internet Access 45:10 - [Sponsor] Honey 47:00 - [Sponsor] Displate 54:10 - Corsair has filled an IPO 1:11:10 - Would Luke buy Corsair shares? 1:19:49 - Would Linus buy Corsair shares? 1:26:20 - [Strawpoll] Would viewers buy Corsair 1:27:00 - Apple preparing its own Search Engine? 1:28:40 - Russian hackers infiltrate Tesla 1:31:50 - YouTube Superchats 1:36:15 - Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

You know what's great about ambition? You can't see it. Some things look ambitious, but looks can be deceiving. For example, a runner could be training for a marathon, or they could be late for the bus. You never know. Ambition is on the inside. So that goal to beat your personal best?

Keep chasing it. Drive your ambition. Mitsubishi Motors. Go, giveubishi motors go give it a sec give it a sec this is so janky i love it and we are live welcome to the wanshow we've got a fantastic show for you guys today there's been a ton of news there's the whole epic apple lawsuit thing that oh man that works so well epic apple lawsuit absolutely love it because the whole thing is flipping epic. There's Corsair's IPO.

Corsair? Corsair is trying to go public? What? What? Pretty wild. I'm sure COVID, oddly enough, has actually helped that quite a bit with their acquisition of El Cajado. Believe it or not, they've got some deets about that in their uh in their filings so we're definitely going to dig into that what else we got today

apple may be preparing its own search engine of of all things and uh they're so good at maps probably a rough subject over there uh And there's a Russian hacking plot that targeted a Tesla factory. It's actually kind of juicy. Yeah. Oh, man. I actually forgot about that one. When you stepped away,

I teased them about what we had. NVIDIA confirms the new 12-volt connector and teases accurate RTX 3000 series coolers. Like, oh, there's so much stuff. So let's not wait. Let's get into it should be a good week and here i am just breaking my f5 button trying to figure out when the

app information i know right we should talk about that too that's sort of it's actually kind of related to one of our news items here the whole like apple being at war with their developers situation that they got going on so why don't we jump right into why don't we jump right into that one first then um split decision in the epic apple lawsuit results in a split fortnight and i realize a lot of you guys might not play fortnight or you might be all be all down on fortnight because it's for kids or it's a bad game or whatever the case may be but platform uh fragmentation like this is honestly just not really good for anyone. Like the overwhelming trend in the industry over the last few years,

and I've been very supportive of this, is towards more cross-platform play, more cross-platform interaction, better cross-platform licensing. Microsoft has absolutely been a pioneer when it comes to cross-platform licensing of games, for example, where you buy it for one system and that's a game that you own and you want to play it on your PC, your Xbox, your other more different Xbox. You're good. You own it. This is never good

and always bad for the consumer when this kind of fragmentation happens. But let's dig a little bit into why it's happening. So a US district judge handed legal victories and defeats to both Apple and Epic in their App Store feud. For those of you who are a little behind the times on this developing story, pretty much Epic is real sick and tired of paying 30% of their in-app revenue to Apple and Google, but they've been really focused more on Apple with the cheekier aspects of this whole thing. Apple is real happy collecting

30% of all revenues that go through the App Store, and that's causing some conflict. Epic tried to get an exception, not just for themselves. They actually asked for a reduction in fees for other developers as well. Apple basically said no. So Epic gave them a big meh with like an in-game event where they did a parody of Apple's famous 1984 commercial and all that kind of stuff, served them with a gigantic lawsuit outlying why apple's behavior is monopolistic and should be illegal and then apple turned around and basically yoinked not just fortnite from the app store but actually unlike on android apple can remove fortnite from phones where it's already installed they actually do have that power. And to add insult to injury,

Apple pulled Epic's Unreal Engine developer tools that they need, not just for themselves, for Fortnite, but also for their customers who license the Unreal Engine for games that run on Apple devices. So that's the history. Now let's get into what's gone on this week. So neither side got the slam dunk that they had each hoped for. So the court partly granted and partly denied Epic's motion for a temporary restraining order on Apple pulling their development tools and

Fortnite from the App Store. But Apple is temporarily restrained from taking any action against epic games in retaliation for their lawsuit um with respect to restricting suspending or terminating any affiliate of epic games from the apple dev program including unreal engine so basically it's localized to fortnite specifically yes actually kind of makes sense isn't that crazy that fortnite has become this like not just cultural phenomenon in terms of games but like the the the eye of this storm around chess piece yeah right isn't that crazy it's pretty wild now apple can continue banning fortnite on the app store until epic returns to its pre-ban returns it to its pre-ban condition in which it no longer tries to bypass in-app

purchase fees right i missed that part where epic as part of their neener neener just included a way to buy i forget what the in-game currency is called in fortnite i'm sorry vbucks sure whatever i don't play but i've been following the news on this a lot sure they made it so you could buy vbucks in-game bypassing apple's 30 cut um so here's what's going to happen then because i really don't foresee epic backing down on this remember guys this we're talking if epic gets the kind of fee structure that they think is fair which based on their own epic game store is somewhere in the neighborhood of 10 to 15 we're talking tens or even hundreds of millions of dollars of revenue that are being

fought over here and epic has already at this point soured the relationship you know tim and tim are not going to be getting together for like you you know, a bro down, you know, gaming session. Or like, I don't know, whatever Tim Cook does for fun. Anytime soon. So like the relationship's already sour. There's tens or hundreds of millions of dollars on the line. They've already, not just that, but they've already invested in all the legal fees

to put this case together. I really don't think they're going to back down so what's happening is fortnite is going to be splitting into two different games since ios players are going to be stuck on the current version for some time so playstation 4 xbox one switch pc and android players will all continue to have cross-play compatibility and new content, and Apple users will be left without any new content. So they're essentially held in limbo in the game's current state. It's interesting because they... So are they pulling their custom payments then? To get back on the App Store?

Because as far as my understanding goes, I didn't have it installed. Well, I don't think they're on the App Store. So they're not on the App Store, Because as far as my understanding goes, I didn't have it installed. Well, I don't think they're on the App Store. So they're not on the App Store and they were removed from iOS phones, were they not? Well, I don't think Apple ever actually did that. Oh, okay, so they have the ability to. Yes, they can, but check this out. So here's eBay.

So that looks fine. Apple iPhone XS Max got an auction there hold on a second let's just go whoa is that a three thousand dollar iphone with fortnite on it whoa two thousand dollar iphone with fortnite oh plus airpods comes with airpods uh what else we got twenty six hundred dollars let's see if we can find some uh iphones with fortnite hold on a second uh show only sold items here we go is there is there like some way to see uh what the highest one of these has actually sold for well he's actually moving this one sold at 175050. An iPhone XR 64 gig with Fortnite installed for $1750. Some of them are going for not a lot.

So it seems to kind of come down to luck of the draw if you're going to find a taker. So a brand new iPhone XR 64 gig is $799. So that was essentially someone essentially paid $1,000 to have Fortnite installed. Is that right? Apparently. That's what it looks like. So this has a couple of bids right here so there's a 10s max 256 gig for 1700 um so it looks like it's kind of all over the place but there are definitely people that are paying more for an iphone with fortnite installed so it shows you what the demand is like. And what I wonder is if, because yes, Epic could easily return their app

to a, here you go, Apple, here's 30% of our V-Bucks revenue state. And their users would be allowed to have new Fortnite updates. But it seems like the gamble that Epic is banking on here is that between their verbiage in all their materials they've released about this and their parody and the way they've sort of railed against Apple as a monopolist and all that,

it seems like they are counting on themselves looking like the good guys in what's probably going to become a war of attrition. This could take a very long time because if Epic plays their cards right here, the customers will put pressure on Apple to yield and give developers a better share of the revenue and Epic will win that way. But if Epic miscalculated here and users side with Apple and they think that 30% is a perfectly fair amount to pay for basically payment processing and a safe platform, because really that's a lot of Apple's argument

is we need that money to sort of even worth our time to keep investing in the app store. That's basically how it came across when I was reading it. I was like, really, you guys? No, you invest in the app store because you need to sell a lot of iPhones. Even if you got 5%, you'd keep investing in the app store because that's what makes you a relevant platform. Developers, developers, developers, developers, developers, developers, developers, developers, developers. Sorry. That was an epic.

You should, if you look, I bet you if you just search developers, developers, developers, you'll find what that was a reference to. Yeah, yeah. Oh, it's so funny. It's great. That guy is like a bazillionaire now and owns a sports team.

It's like how you whatever the world is the world's a funny place to live um but anyway speaking of all of this should i transfer okay i'll say one more thing no i want i want your opinion first on this okay so which way do you think the typical apple customer is going to go who do they blame because either Apple or Epic can fix this with the push of a button. Who do they blame? I think the average Fortnite fan is going to blame Apple. Just because they want to play their game. But hold on.

And there's going to be some, like, tilting there. No, I want to argue with you. Because, you know, okay, let's, I hate to stereotype, but we're going to stereotype a little bit here. Who is the average Fortnite fan? How old are you? 12? Somewhere between 10 and 14. You know, like you're somewhere in like,

you have a lot of time to spend on your phone. You think the phone is a platform for like hardcore gaming and you like you know cartoony games like fortnite or whatever like i don't know you like you think dancing and game is really cool like you're probably somewhere between like you know 9 and 25 why don't we say that so it says that 62.7 of the player base is 18 to 24 but they don't have any age group distribution that's below 18. So I think all the numbers are going to be wrong. Okay. So more than half are 24 and under. Why don't we call it that? Yeah. Okay. Then now let me hit you with this, the rabid Apple fan boys, you know, like I was reading a really interesting article about Apple's market share in the U S

like i was reading a really interesting article about apple's uh market share in the u.s like in high schools for example you can walk around a high school in the u.s and it is hard to find an android phone like that that blue message bubble is a big deal like we see we even see posts on the forum about it and stuff like someone's like yeah someone's like uh you know yeah it's like crazy my friends are all like what's wrong with you you got an android phone like what are you poor people or something because that's the thing about the iphone is that what's with all these balling parents they're really expensive phones why are you buying that for your kids well remember remember there's a couple different factors here so one apple has more affordable phones now the 10r is actually a great value

considering it has a flagship processor in it. 800 bucks. Don't forget that carrier subsidies are a big thing. So you buy an iPhone XR. What's an iPhone XR? iPhone XR Verizon three-year plan, right? So you buy an iPhone XR on a three-year plan from Verizon. Here we go, ladies and gentlemen.

I don't know. I'm not American, so I'm not familiar with this stuff off the top of my head here. It'd be great if this page would hurry up and load here. Okay, $20.83 a month. So that's what Apple has managed to do, is they've managed to turn something that's actually very affordable, if you have even a small amount of income, like casual work on the side as a kid.

And when you consider how much an iPhone or really any good phone can do, it's not unreasonable to spend that amount of your income on your phone, assuming you don't also need like, you know, a computer and like a desktop and a laptop and like all these other things. Like your iPhone might take the place of, you know, when we were kids, maybe you had a portable music player, right? Maybe you had a Game Boy or a PSP or Vita or whatever. Maybe you, maybe you also had a flip cell phone or whatever, like one device takes all those places. So even though like, you know, that kid at school that had a Discman and a portable game console, right?

Might not be the most balling out kid ever. If they save their pennies, they might have that stuff actually, yeah. So yeah, it's not totally unreasonable for kids to have iPhones. So if we consider that this is the same demographic that religiously buys iPhones, do you want to change your answer?

Hit me. I don't think so. Okay, why? Most of the, so I've been following, I've been getting some flack from the audience on Twitter about apparently not knowing what I'm talking about in regards to what we've done with the iOS app, which I'm extremely excited to talk about shortly. But I've also been tagged in a lot of these discussion threads, which I have never been involved with, but have gotten lots of notifications about them so i've been kind

of following along people debating each other about apple versus fortnite oh okay okay three or four different threads where these like two twitter dudes that i don't think have ever talked to each other before i've just been going back and forth for like a week one of them is like i'm assuming hundreds of messages long at this point oh wow um and so far with my extremely limited view i understand that i have seen mostly like this guy's like i play fortnite and they are very much embracing the uh 1984 commercial yeah bring down the man the 1984 commercial, bring down the man, the 30% is crushing developers mentality, which I actually, I agree with quite a bit. 30% is a ton. It's a lot. It's a massive amount to digest. So I get that part. And then most of the other side of the argument that I've been seeing has been entirely embracing Apple's messaging of security and just like ease of use for the user and security.

And that's mostly it. I haven't seen a ton of like, oh, the 30% makes, that's what they should be making. There has been some of that. But I think the majority of the argument that I've seen from that side has been the security and reliability of that payment processor. Now, to be clear, I don't disagree with you. I think you're probably right. I think that the relationship that Epic Games manages to build with customers or has managed

to create with their customers over the last couple of years is absolutely incredible. They have done, hands down, a phenomenal job. 100%. You can never take that away from them. And I think that most people will probably want to put pressure on Apple over this. I also want to address some of the discussion around the 30%. Because I think what some people think is that this is all about 30% being the right number according to Apple and being the wrong number according to Epic Games. But this is actually a much, much bigger conversation than that. The conversation is around Apple's monopolistic position in the market. It's around that that 30% is controlled by an entity that has far more power

over the people that wouldn't like it than is fair in a free and open market. So what Epic Games is saying is that, well, okay, fine. If you want to charge 30% on your Apple App Store, then power to you. But in order for this to not be a monopoly, because you, Apple, have so much market share in the mobile space, you're going to have to open it up to other app stores. Now, we would accept a lower percentage in the Apple App Store, but if you're not willing to yield on that, then we're going to go after you for what we perceive to be monopolistic behavior. And quite frankly, I think Apple's going to lose this fight because it's exactly the kind of stuff that Apple used to sit on the sidelines being too small for anyone to care about when Microsoft was getting beat up for it by the European Union back in the early 2000s, like throughout the 2000s, really, actually. But now that Apple's in this position of power, they have absolutely abused it.

And so now they're just getting a taste of their own medicine, really. now they're just getting a taste of their own medicine, really. In my limited opinion, I think Microsoft was actually in less violation of this type of stuff than Apple currently is in. And I think America and a lot of other countries have sat on their butts in terms of antitrust laws for a very long time. And this might be the reawakening of those types of enforcement, because it's gotten a little ridiculous, especially with mobile platforms. So I guess this is a perfect segue into all the people. I got such a kick. You know, it wasn't just on Twitter throughout the week. It was in

the chat last week as well about how stupid you guys were thinking that submitting an iOS app should work the way that you think it should work. And if you had any experience, you would have obviously known that what you guys were doing was wrong. There was a ton of that in the chat last week. It's been a lot. Yeah, we should give a short recap. Basically, the floatplane app got pulled um because apple was complaining that i mean what even what even were they basically they they thought that the floatplane app was not doing a good enough job of a protecting users from user generated content so that was in the form of comments under the videos so they almost forgot about that because that was a long time ago yes that was a big thing

so there was that uh there was also that they complained that floatplane was a pay platform where the subscriptions were taking place off the app where apple was not getting their 30 percent cut so um luke and the team over at floatplane tried every which way to get it approved even going as far as to remove commenting from the iOS app and remove commenting. We removed every single reference to floatplane.com from the entire app, including all FAQs, all support links, everything else. There are support links still there. They're just not to floatplane.com, which to me is a minor security issue, but that's fine. I would feel awkward not going to floatplane.com to get support or FAQs, but whatever. If they're going to try to defend security issues for the payment thing, whatever.

I'll move on. We did a lot of stuff. There was a lot of iterations trying to get this through the app store. iterations trying to get this through the app store um but we got to the point where the denials that they were sending us um like even even really early on they were super cryptic which is an extremely frustrating thing to deal with like if someone's like trying to give you feedback about something that you're doing and they try to give you that feedback in a riddle, like, why? Right? Like, that's just really annoying. You'd rather just fix the problem and move on.

And honestly, if they had some issues with our app, like, it's your platform, buddy. Just tell us what it is. We can fix some problems. Like, that's... I feel like they didn't want us to fix it. Yes. And that got to the point where, like,

we had done so much due diligence that the things that they were claiming were actually just factually not true yeah um we had removed just like the the app deal and asked for a callback so they would call me which by the way is a terrible system because you can't set up like uh they don't call you through like the the dashboard you can't set up a car they just call your cell phone at some random time within three to five days yeah absolutely didn't happen uh they called me they call me today so they call me which i was expecting seven days later so 12 days yeah it's ridiculous.

Well, three or five business days, to be fair, but they were still super late. But yeah, we got the call. Guy on the phone said, I reviewed your app before calling you, and you're correct. Your app is, in fact, not in violation of anything on the store. We're going to be reinstating you.

It was like a 35 second call so the the floatplane app is is it the status on the dashboard is ready for sale and it is currently rolling out and we have changed nothing in the last like many weeks so thank you all the experts who were 100 sure that luke and his team had no idea what they were doing. Uh, apparently, uh, you know, you can keep your expertise to yourself next time. And that would be, that would be best. Look, look, it's one of those things. I get it. I get it. I've run my mouth. I've run my mouth before I've had to make apology videos. You know, I get it. I get it. It's not, it's not fun. It it's a hard position but you were wrong and the float plane app was fine and apple was just i don't know is it malice or incompetence

at this point what do you attribute this to i'm thinking i'm thinking incompetence you're thinking incompetence giving them the benefit of the doubt i like it i like it the way a lot of the messages were worded even it really felt like they... Just had no idea what's going on. Had no clue what they were looking at or what they were doing or possibly what day it was. And they were just being like, burp, denied without looking into anything.

My favorite was when you literally ripped off the messaging from the Netflix app for how registrations off app would work and they were like this wording is unacceptable and it was like you had changed like Netflix to float plane I mean not because we wanted to to be clear we're not trying to like steal Netflix's we're just trying to get the app on the store and clearly Netflix is on the store so if that word is okay for netflix it should be okay for us but it wasn't but it is but and it probably was and that's that's actually something i want to bring up too is like we definitely went too far because i don't know where the line was anymore

because clearly we passed it at some point but now we can do bug fixes as long as we put that in our change log and we can change stuff, right? Yeah, now we can actually make it so the feature set that we had months ago, which was the last time that they actually allowed us to update the freaking app. And now we can try to crawl back, add some more features. I want to try to get comments back in the app. Comments would be nice.

The full-plane comments are so nice. Yeah, and we have the moderation and stuff that they were asking for. We literally do, and we told have the moderation and stuff that they were asking for like we we literally do and we told them that they're just like no so i'm going to try to walk back some of these features but we're going to do it uh step by step trying to add only one thing at a time so we can very easily tell what caused denials and whatnot and we'll we'll grow the feature set over there and make it a bit easier and better to use. But yeah, I don't know when it's going to be live, but it's coming.

Hugo Calveron says, okay, I'm filing a lawsuit against you for not letting me put my images on your merch at Linus Tech Tips. You got some reading to do. That's really not how this works. That's not how antitrust law works i'm not an expert but but that ain't it that ain't that ain't it cheap uh all right why don't we jump into our headline topic for the day nvidia confirming the new 12-volt connector.

This is great because I remember commenting on the rumors and then having someone come out very confidently and correct me that it was proven to be false. Nope, nope, it's real. Illegal Water on the forums posted it after many weeks of rumors and speculation. The new 12-pin connector has finally been confirmed by Team Green green as has the

inclusion of an 8 pin adapter with rtx 3000 gpus so it's not that you are going to necessarily have to change out your power supply it's just that if you want to run a native connection between your power supply and your fancy new graphics card you are going to have to change out your power supply now what's cool one card, you are going to have to change out your power supply. Now, what's cool- One quick second, one quick second. I wanna interject really quickly. Bunch of people are saying the app is on the app store now.

Oh, groovy. One thing you wanna look for, cause it is actually showing up properly on my end, but you wanna look for version 0.3.1. Because in this process, we had actually re-enabled the old janky app i just not told anyone that it was there because we were like trying to get something to work right so yeah you're looking for version 0.3.1 if it's version one point something yes we did that many revisions

um or is your sorry 0.1 point something uh that is the wrong one and it hasn't propagated in your area. If it shows 0.3.1, that is the right one. It is extremely cut down and very bare bones. We will be adding features over time. Yeah, we're sorry. It's not our choice. It was not our choice. All right, back to the new connector.

So one of the cool things that's happened over the last 10 years, though, is the proliferation of modular power supplies. Now back when modular power supplies first showed up, I remember one of the talking points that I would often bring up for them is that what's cool about a modular power supply is that if the connector standards change, all you have to do is change a cable. You don't actually have to change out your power supply. And to be honest with you, it's been so long since any PC power connector has changed, I totally forgot about that. But here we are, RTX 3000,

new 12 volt connectors with 12 pins. And if you've got a modular power supply, either through your power supply manufacturer or through a third party, there is a solid chance that you'll be able to just upgrade your power supply so you can have a straight 12-pin connection right into your graphics card to look nice and clean. So in a video uploaded on Wednesday, NVIDIA detailed the design processes for past and present

GPUs along with the challenges faced in powering and cooling high-end graphics. Man, the 3090 looks flipping huge. It's like 2080 Ti and then next to it like a 3090. It's like this huge. It's like 2080 Ti, and then next to it, like a 3090, it's like this big. It's crazy because it's tall, it's long. The new 12-pin connector is actually much smaller than two 8-pins and is oriented vertically and angled 45 degrees for reasons that I'm sure make sense to NVIDIA. We should actually, here, we should grab a picture. Why don't we fire up uh

anand tech there we go nvidia confirms ah written by the one and only dr cuttress what's up ian check him out at tech tech potato tech tech potato on youtube all right so here's the pcb you gotta love that you know bullet exit wound pcb shape they got going on here that's because there's a fan blowing right through the cooler here and then there it is single 12 pin connector coming out at this angle that i guess is good for cable management or something perpendicular to the pcb which is very peculiar indeed. Yeah. Ooh, there it is. NVIDIA 12-pin right there. It's going to look a little something like that. NVIDIA states in the video that this 12-pin design is of its own creation. And we have no idea if this is going to actually become an industry

standard for it to happen. AMD would probably have to adopt it. And hey, I mean, Intel at this point, if they ever launched their dedicated graphics um i could see i could see amd potentially getting behind something like this if it is a genuine improvement in experience for the viewer uh for the viewer for the user uh having just one connector go into a high-end graphics card would be pretty sweet again just from like a cable management and ease of use standpoint so we'll see we'll see but in the meantime you can use the dual 8-pin to single 12-pin adapter that is going to be included with these rtx 3000 series graphics cards so you like it i like it i like it it's smaller it can carry, quote unquote, much more power. Igor's lab's assessment previously was that it could carry up to 600 watts.

So that's basically all we are realistically going to need because cooling 600 watts in a graphics card form factor or more than 600 watts is not happening. We've got some new... I think it's awesome. I've always had at least a minor issue with PCIe power, especially when they just use six pins because then you have that super annoying... Yeah, I don't know.

I'm excited for this. I like the one cable run. I think cable management guys are going to love this good it's good yep and without over engineering it to the point where you have like a super long pci express slot apple style yeah this is this is this is fine this is fine one cable seems like a good compromise uh nvidia gave some new details about the cooler. So the air will be drawn up from the bottom fan through the V-shaped PCB. So when they say V-shaped, they mean with like this, like cut out on the one side. So up through that, uh, and heatsink fins, and then up and out through the top fan to exhaust with the CPU and rear case fan. So it'll come like up and then like out or something, apparently.

case fan so it'll come like up and then like out or something apparently okay fascinating um so we've got a sneak peek of what the cooler looks like flashed at the end of the video here so let's go ahead and get my oh wow okay um yeah whatever good enough okay so here let's go back there we go that was it? That's a sneak peek and a half there, ladies and gentlemen. Blah, blah, blah. Old, old, old graphics. Old graphics, old news. Yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah. Get on with it.

Here we go. Okay, so let's blow into the thing. And then we get the... Oh, really? That's it? Wow. All right. That was neat.

That was totally 10 out of 10. Not worth it. Not worth it. I regret clicking on it. So there's an event called GeForce Ultimate Countdown scheduled for September 1st, which would lead us to assume that there's going to be some kind of news about this very, very, very, very, very soon. I'm jazzed.

I'm jazzed i'm jazzed i can't wait for 1400 us dollar top tier graphics cards you know that's the rumored pricing right luke yeah uh i definitely won't be springing for that you know what's the worst part about new graphics cards being so much more expensive than the previous gen? The previous gen will maintain price. Yeah, yeah, that. That's the worst part because that was always my strat. Like back when I was a student,

that was always my strat was high-end last gen for cheap. It's such a good one. You get really solid, very stable drivers that are mature. So the graphics card is going to have better performance in the applications that you're using it in than on launch day almost certainly um at least less flakiness yeah yeah it makes a lot of sense it's not so old it's not so old that they can justify just kind of not paying attention to it right yeah so it's like new enough that you're still

getting all the bug fixes and like game day drivers for like hot new games and all that kind of stuff and if you do your flip every time it's still not so old that no one's interested in it people are still going to be interested in that card because it's still worth something yep not so much i mean as long as nvidia keeps delivering higher graphics performance and charging more for it it's just basically like 1080 ti's are going to be worth a ton of money forever as far as i can tell like when did the 1080 ti come out graphics card tech is moving so slowly these days. They still go for 450 to 500 US dollars on eBay. They came out March 10th, 2017.

Come on. Come on. That was three and a half years ago. Imagine buying a three and a half year old graphics card for what you said, over $400, right? In the like 8800 GTX era. No way. Even if you scale that pricing for inflation, whatever, it's still ridiculous. No, there's no way.

We actually did a really fun build this week. That video is going to be coming up probably sometime in the next week or two uh where we used the way back machine you know the internet archive to go shopping on ncix in december christmas time 2005 that was my idea wasn't it was it well we did it i didn't i didn't credit you i'm sorry i totally forgot you pitched it i'm sorry luke forgive me forgive me i think we we were way back machining ncx on the wan show and i said like you should pick parts from here it'd be fun you're right you're right so we did uh so we decided on 2005 and we built a machine with a 4400 plus athlon x2 ocz gold memory asus a8n sli premium that's that's the model uh antec slk 20 we found a brand new slk 2600

uh so it's basically the antec land boy but steel instead of aluminum brand new it was brand new like the manual inside was yellowed with age but it was stored that it was sealed brand new in box um yeah some ancient sea sonic 520 watt power supply it was it was awesome it was sealed brand new in box um yeah some ancient c-sonic 520 watt power supply it was it was awesome it was fun anyway one of the games we played as we were building machine the machine was you know how much do you think this thing cost back in 2005 okay i guessed so far over on the graphics card because i had forgotten that an 8800 gt was only like a couple hundred bucks it was like $250 now $250 buys you and remember that was Canadian Canadian $250 buys you the entry-levelist GTX card now that was one step under the top I remember the the concept i i remember like laying out there was

a period of time where like a lot of my friends were getting computer upgrades yeah like a lot of people that i knew were actively building computers it was it was very it was it was pretty crazy i think we were all like transitioning out of high school and getting real jobs and we're like wait money i'm gonna spend it all right away. Yeah. Good strat. Good strat. But like, I remember 300 bucks on a graphics card was like, if you can, if you can afford it, like you're a mad lad. Yeah.

Like your machine's going to be insane. You're a gamer boy. Oh my, you're going to run everything on like great settings. It's going to last you for at least three years at like fairly high performance, blah, blah,

blah, blah, blah. That's just so intensely not true now now people don't make more money it's now 315 is gonna buy you oh that's even that's an auction too that's not even oh my goodness okay let's find a 1080 let's find a 1080 oh this auction where's a buy it now for a 1080 come on 315 here you go 315 dollars is gonna buy you a 1080 from and the oh remember too the 1080 and the 1080 ti did not launch at the same time uh no that's a 2016 card hold on a second may 6th 2016 four over four years ago like step down card that's what you get for your 300 to 350 dollars how much do we look look look i know i know intel also takes a lot of flack for

their anti-competitive behavior that they've you know engaged in over the years and all that and etc how hard do we need intel to come in and compete with nvidia here so so badly so so badly i've been waiting for this i've been excited for this is there any rumors about that that's that's the type of like tech rumor that i want is when are they stepping into the space i've seen some really um downer rumors about that i've seen some that they're that it's not going well and stuff like that so yeah i don't know it's all rumors it's all rumors rajakadari is still there so presumably they're still working on something i just hope it's not another like yeah it's a data center thing and you could game on it i guess if you really wanted to i hope it's i hope within a couple years they actually have a real gaming graphics card i you know i i hope our dna2 is

amazing that too i hope dr sue manages to now that now that she's come in and fixed the cpu side of the side of the business, I hope she takes a little train ride down to GPU town and kicks their caboose a little bit and gets that team going here because it's been so long since AMD has even been in the conversation for a high-end graphics card. Like even that one that they did release a little while, I don't even remember what it's called. What was that? What was that stupid card that was available for like a few months while they burned through some presumably excess inventory of data center gpus or something and then it just like kind of went away what what was that card even called i don't remember not not it was after fury uh man i don't even remember

chat come on help me out here, guys. Help me out. What was that? What was that thing? We like covered it at CES and stuff. And I was like, oh, yay, this is real competition. No, not the 5700. That's like mid-tier stuff.

What was the high-end one? Nobody, Radeon 7. Radeon 7, that was the one. Can you even buy a Radeon 7? Radion 7. Radion 7. That was the one. Can you even buy a Radion 7?

While you figure that out, by the way, Jaden reminded me to bring this up. While we were struggling with Apple to do some things that didn't make him want to pull all of his hair out at once, Jaden started work on the much requested dark mode uh if you are interested in trying it it is on the beta uh the beta track on the android play store sweet obviously we've been having issues on the apple side so there's nothing there uh but on the android play store if you want you can opt for the beta uh it is a test version it is a prototype version some things are not color shifted yet the colors are still being

tweaked stylistically it's not the final version all right that's why it's called a beta uh but if you want to check it out you can check it out go check it out uh so hold on over on floatplane uh hold on where'd that chat where'd that Conan Kudo says Radeon 7 is available on sale well it sure isn't on Newegg and as far as I'm concerned if it's not on Newegg it doesn't exist like there might be a handful of them out there or something but yeah if it's not here it's not real 5700 XT is the cream of the crop wow why does this only have three eggs what's what could be how could asrock screw this up that badly oh it must have just been

early ones or something does best buy have them oh come on i think best best buy radion 7 550 maybe those are just sold out i think it's an old listing okay i was gonna say maybe those are just still on the shelf because like i remember back in the day you would find really old stuff listed on best buy sometimes get that retro get that retro tech you know to yesterday's tech tomorrow's price kind of kind of thing apparently they're doing a lot better in terms of online computer hardware sales these days though i was talking to a buddy of mine who works for corsair and he was like yeah those best buy guys like don't take my word for it go do your own digging because you know whatever but uh they have been stepping up their game and actually if you go and look at computer components on the site there's way more variety and there's like a ton of reviews for stuff like the asus tough gaming x570 plus remember

that's a relatively new board that's a new platform has 335 customer reviews on best buy they must be moving a freaking ton of computer components the nvidia geforce rtx 2070 super i believe this is uh the like standard one has 449 reviews that radeon 7 even had 22 reviews i know right yeah i i uh differentiation in the online sales space is very good uh mister could purchase like half the planet bezos uh so yeah i'm happy that i'm happy best buys doing well yeah honestly i'm happy best buys getting their crap together too it's it's a good thing um all right why don't we jump into our sponsors here first up we got private internet access What's in your online security toolkit? Adding a VPN...

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So we've got designs from the shirts, which I think are awesome. Check that out. Apparently we've got some of our old posters and stuff too, Linus Tech Tips poster, Tech Wiki poster. Oh man, that RAM one looks really good as a display. It really does actually.

Honestly, bringing the shirts onto displays was, that makes a lot of sense because those designs are very universal. They don't have to be on a shirt. And check this out. Actually, this is one that I was not aware that we had put on. What's that? What the heck?

What are these landscapes? Why do we have landscapes here? Guess where these are from. I don't see the updated stream yet, so I can't. Oh, okay. Well, they're beautiful. Why don't I say that much? They're absolutely beautiful.

Can you guess where we would get... Is that Brandon? Yeah. So these are some of Brandon's photography. So you guys can check it out. That's super cool. Yeah, I recognize at least some of these from our workcation to Banff.

So that's... I mean, no offense to the more branded stuff but that that's probably the the ones that i would i would go for those are amazing photos not not to like to brand its word but those are those are as far as my untrained eye can tell those are like world-class photos well that's a that's a that's the low-key you know, fan move, right? You get that too. Yeah. Yeah. You don't need a Linus Tech Tips logo on your wall necessarily. Maybe that's not your style.

Like you, you might live with a relationship partner that is not necessarily as inclined into Linus Tech Tips as you are, but you could go this route. They look stunning. They don't put holes in walls and they're not pushing like a specific brand so they might be more accepting of it's cool heck yeah so go check it out uh all right what do we want to jump into next man we've only made it through like two topics we got to do the corsair ipo we got to do the corsair ipo so uh the verge reported on this um so hopefully you guys have a Phillips head screwdriver so you can make your way through this article here. You know, fun.

Okay, sorry. Sorry. I'm going off topic. Livestrong anti-static strap. Yes. So, okay. It showed up in my recommended the other day. And I have a confession for you.

I had never actually watched the full build guide yeah it's i i assumed i assumed at the time i had watched uh kyle's reaction to it um but not the entire thing i think i watched like half of it because that was a very busy time in my life nothing against kyle it's great video i've actually since watched the whole thing through um but at the time the reason that i didn't do like a linus reacts to video was because i just was too busy to like go watch it thinking that it couldn't be that bad and there probably wasn't going to be a video in there anyway so i'm not going to bother it really is that bad the worst part though and there's a lot of people that are there's a lot of people still harassing the guy

that made it which is honestly the jokes the jokes over at this point um but there's also how terribly it was handled like he still hasn't acknowledged that he did anything wrong and it's like really like i suspect that got very defensive over the whole thing you should still leave him alone yes because like there's no real good reason to especially continue harassment on anybody especially these days but um it yeah his response to it was not great i remember like watching a stream that he was i think he was playing some game i don't remember what it was uh and he was talking about it and and he mentioned like well it turned on and i'm like oh it turned on because you made a lot of changes from the actual build guide portion.

And you can turn a computer on in a lot of not very good states. I've done it. I've turned a computer on with, Linus showed me this one, with my palm pressed against the CPU to heat sync it temporarily while I check something. There's really like getting it to turn on is not like yeah not a super impressive feat it's it's it's very basic lego yeah yeah but like the thing is like all you have to do to make a scandal like that go away

is say you know hey my bad let me it. That's all you have to say. But some people can't do it. He could have, because Kyle's a very stand-up guy. I like Kyle a lot. I almost guarantee you, if he reached out to Kyle, they could have done a really cool collab on that. Not even almost. I will put my personal Linus Sebastian

seal of guarantee on that. There is no way that anyone I know in the PC tech space on YouTube wouldn't have absolutely helped them out to do it on a do-over. Just, you know what? Why don't we just call that a mulligan? I don't even need your Capital One

or Capital Direct or whoever sponsored it. I don't even need a chunk of your sponsorship let me just come in in here and let's get this fixed i reached out i offered like even though i hadn't even watched the video maybe that was maybe that was part of why i offered i don't know i don't know what was in my head at the time but i was just like oh yeah sure i don't know whatever like i thought like can't be that bad but like if if he needs help if you need some pointers or whatever hey i got tech tips yeah like and they could have honestly completely removed the bad press and gotten that capital one sponsorship a lot more traction than it originally had because i guarantee you that follow-up video where they're just they have humility and they laugh it off

and they move forward and they make a great video out of it that would have been huge oh yeah for sure for sure massive absolutely all right why don't we uh why don't we move on to the next topic here so corsair wants you to buy them all right so the original article here is from The Verge, and I have actually read through a fair amount of the Form S1 filing as well, because I was really, really curious about this. It's long. Like, to be clear, I have not read this cover to cover.

It is many, many, many pages of, you know, It's long. Like to be clear, I have not read this cover to cover. It is many, many, many pages of, you know, everything that's good about Corsair and the structure of Corsair and the balance sheets of Corsair. And one of the things that I was, and like, you know, how well they think they're positioned and what their potential for growth is and what challenges could be.

So as you alluded to earlier on in the show, they did acknowledge that one of the reasons that they were profitable for the first six months of this year was actually due to the global pandemic and a lot of people becoming suddenly interested in upgrading their computers. So they actually made a loss in every previous year that they reported here. You can tell from the bracket. Oh, no, not August 24th, 2017 to December 31st, 2017. Apparently that was a money-making period for them. But they actually made a loss in the previous three reported periods,

2018, 2019, and 2019. Six months ended June. Oh, beginning of 2019. But then 2020, for the first six months, theyune oh beginning of 2019 um but then 2020 for the first six months they made a profit which they attributed in no small part to the uh covid uh lockdown uh anyway one of the things that like look it's just it goes on forever and ever and ever and ever and ever and ever and ever like what even like what even what's this what's this gamer pyramid hold on a second and like not not only are are they they doing well because they have like cases and cooling products and power supplies and storage drives and keyboards and mice and all that kind of stuff

that we've known them for for a long time but very recently they had acquisitions like linus i think just said with elgato and scuff gaming and origin pc yep uh and like that's the amount of people that are moving into i think twitch streaming was already really making a rise for uh pc purchases and pc players again after it had been falling for a long time and then now that people are stuck inside teachers are are teaching from home if they don't want to cause disasters and and all of these other things people are getting into streaming not just for twitch now they're getting into streaming for meetings for conferences for for teaching situations for for so many other reasons and elgato like matured at like exactly the right time oh yeah for sure their product stack their their the the packaging

the marketing like everything just finally got to the point where it's like this is very professional and there's a set of products here that can solve pretty much all of my streaming problems and they all work together nicely all that kind of stuff they hit that point and covet showed up like right away they were ready crazy like there's there's people in my life that i wouldn't expect to know almost any computer hardware name that are like very interested in algato it's it's a wild experience um so oh just a quick side note for those of you i've been asked before like if I would take Linus Media Group Inc. public, and when I say no, invariably, I've been asked why. That document alone is all the reason that I need to not do that, because creating that document looks like the worst thing ever. And yes, a lot of it could be created know the lawyers who would be involved in a process

like that but a lot of that really looks like it has to be handcrafted by the executives that are laying out sort of their plan for the next you know one two five ten years and like making this case for why in this case Corsair is trying to raise a hundred million dollars cash um in return for a sale of some portion of the company I don't actually know how much um they're how much they're valuing themselves at based on that they're doing a billion dollars revenue a year right now like what Corsair has a billion dollars worth of memory and power supplies and stuff uh i would say they probably think they're worth a lot but um and streaming hardware yeah auto stuff has been sold out like the whole year basically basically anyway the biggest reason that i was digging into this was just my own personal idle curiosity uh because i wanted to know how much they spent on origin pc

ever since they announced the acquisition of origin pc i've been like yeah but why why would you even do that your corsair why are you buying origin pc it's like logitech being like yeah we acquired final mouse like nothing against final mouse but final mouse is not relevant compared to logitech in the peripheral space you know what i mean like it's kind of like it's it's like uh they've got some they did the ninja mouse it's like i agree with you and you're right but they're they're probably a little bit more relevant than you think uh yeah they're not logitech no and i think they lost a lot of traction after the ninja mouse so so basically you know we're looking so corsair had already built out their own infrastructure around their Vengeance gaming PCs, which are fine. And

then as soon as the Origin acquisition happened, I mean, obviously this was going to happen, but over time, you know, there's more and more Corsair products in Origin PCs, obviously. So what's the difference at a certain point? What is the difference between Corsair just doing Vengeance PCs with exclusive case designs from time to time and an Origin PC. And yes, I get it. The Origin team is like still working on Origin PC, but over time, as we've seen, whether it's Twitch or Oculus,

the acquiring company eventually takes over in terms of culture. And I would be very surprised to see anything other than that happen. Not to mention that the PC assembly business, because I'm not gonna call it anything higher than that. The PC assembly business is not a profitable one. MainGear actually tried to raise money.

Let's see, MainGear financial statements. Here we go. MainGear try to raise money back in the mid to mid 2010s and they released uh some financial statements for their 2016 and 2015 years i don't think any of this was ever audited but like quite frankly it's not impressive enough that i would think that they're lying um here we go. Here we go. So in 2015 on, what is it? Like what's a main gear computer cost? Like somewhere between a thousand and like, you know, 5,000, $6,000, something like that. So they've moved anywhere from, you know, 6,000 computers to like, hold on, hold on, hold on. I'm doing some, I'm doing some bad,

bad math here. So six, let's, so let's, let's say seven, $7 million. Okay. $7 million revenue across the two years, about 14 between the two years. So divided by, I don't know, let's say an average sell price of $1,500 like 4500 boxes basically that is a lot of work that's that's a lot of work to do in a year 40 4500 computers here or yeah 4500 computers divided by 365 assuming they're working seven days a week they're building 12 computers a day they're they're they're building machines for a grand total of, in 2015, $39,000 in profit. And in 2016, $310,000 in profit. You might look at that and go, wow.

Linus, you know, what kind of monster are you? $300,000 is a lot of money to make in a year. And it is from like an individual standpoint. They're also a really old company though aren't they main gear uh oh main yeah i'm looking at main gear now but yes main gear's been around a long time i think uh x alienware after the acquisition can't remember don't quote me on that anyway uh the point is uh for for, for like personal earnings. Yes. $300,000 a year.

It's a lot of money for a business that needs to reinvest in itself. $300,000. It's like, I think they did probably. And to be clear, I actually, I like the guys over at main gear. Good guys. Good stuff. Good guys. Yes.

It's a very rough business to be like they didn't half we didn't choose an easy line of work with floatplane and they didn't choose an easy line of work with with man gear no so that's that is four percent net profit that's terrifying as a as a business owner and the craziest part is digging around in here like i'm not finding the you know way that they're going to double that like i don't i don't see it it's just that computer hardware is just expensive you know like that that that's kind of all there is to it it just costs a lot um so that's that's uh anyway so that's what led me to believe that like the origin acquisition must have been cheap or something finally back to the corsair ipo documents so i found out i dug in

there i found out apparently it was 13.8 million dollars for origin pc and 2 million of it was in Corsair stock is my understanding. I'm not a lawyer. I'm not an expert when it comes to reading these sorts of documents. But I found that absolutely fascinating. I kind of think maybe I should have started a PC building business a little while ago so that I could flip it for apparently $14 million to Corsair. There is no way, there's no way on this green earth that I would pay $14 million for Origin PC. No offense. Love the guys over at Origin PC. Good folks, good people.

There's no way that business was worth $14 million. No offense to Corsair. Y'all got fleeced real hard i think just my just my personal opinion personal opinion yeah jmo yeah and i could understand it again uh from like a things we do expansion standpoint but they already built pieces did it yeah they like literally already figured it out on their own um and i think they did a decent job of it too so yeah i don't know i don't know man anyway um in the sec filing it was noted that the global demand for pc gaming and streaming gear reached 36 billion in 2019.

That's another thing, is Corsair, one of the things in the document here actually was Corsair's position in a variety of different, like their market share position in a variety of different categories that they participate in. Yeah, check this out. So that's one of the other concerns I have.

36 billion for PC gaming and streaming gear. Corsair's already selling a billion dollars a year and they are already number one in keyboards, high performance memory, computer cases, power supplies and cooling. Number two in streaming gear and performance controllers. Number three in mice and number four in gaming headsets. So one of the reasons that you invest in a company is if you think it's going to pay a strong dividend or well, the two reasons you invest in a company, or if you think it's going

to pay strong dividends on an ongoing basis, because it's got like a good foundation to their business model, or number two, if you think the stock's going to go full stonks mode to the moon, Or number two, if you think the stock's going to go full stonks mode to the moon and you're going to be able to cash out of your investment in the company. So based on that, Corsair is looking at a total addressable market of $36 billion. They already sell a billion dollars a year. They already are at the top of most of the categories that they participate in. And what is even left for Corsair to expand into? They're not going to acquire the expertise to start making motherboards anytime soon or cpus so like corsair they already make chairs i've sounds like corsair chairs

nope they already do that corsair like hair product like what where are they going from here same thing same thing unless they want to like i mean i don't know maybe they raise 100 million dollars and they're like yeah we're gonna build like an smd like fa like manufacturing facility or something like maybe i don't know but why like that's another business that is just horrendous. There are two companies that make money selling graphics cards. Yeah. NVIDIA and NVIDIA. I was going to say there's basically one.

Like if you're an EVGA, even if you're like a golden boy valued partner of someone like an NVIDIA, I would be floored if you're making more than single digit gross margins on a graphics card. That's why companies like EVGA were so desperate to get into power supplies, mice, keyboards, I mean, sound cards.

That's how desperate EVGA is. They're making sound cards now. Who even has a sound card anymore? No one. People in Twitch chat are coming up with different ideas like coarse hair. Coarse hair. And coarse hair coarse hair and coarse air so digi dude says over on float plane corsair did hybrid coolers for gpus with msi right sort of corsair leveraged their partnership

with asa tech and their fan designs to do a hybrid cooler in partnership with msi corsair didn't design a graphics card at all or or cool yeah um digi dude says maybe corsair should try and merge with msi there is no way i would be i'd be shocked also msi is pretty big company i don't know if you realize this but a lot of the brand names that you know like asus msi gigabyte they do a ton of work not under their own brand names they are huge companies i'm actually kind of curious what msi's annual revenue is so uh msi in uh wait hold on a second oh motorola solutions no microstar technology I want this one. MSI's annual revenue, according to Owler, anyway, is $4 billion.

And remember, MSI is an actual manufacturer. The margins in manufacturing, especially when you also own your own brand name, like when you are vertically integrated like that, are much better than if you are rebranding, like engineer. I'm not saying Corsair doesn't engineer. They engineer, but they are putting their brand name on what someone else is actually producing in their own factory. Corsair, to my knowledge, does not own any factories. Now that may be not the case when it comes to things like DRAM assembly, but they don't own a DRAM fab. Like they do not produce DRAM chips. They would assemble modules.

So they're basically in every case integrating what someone else farther up the chain is actually building. And MSI, I guess you could say that about MSI as well, but they're just kind of one layer higher than Corsair. And not in every business. I mean, MSI has to buy power supplies from someone. So it's, I guess, very, it's a real mix where MSI's revenues come from, whereas Corsair is almost entirely consumer facing as far as I know. And I would have to go into this report in more detail in order to be able to say that definitively, but I'm pretty sure that that's the case. MSI has a lot of patents. They do buy stuff from multiple motherboards. Yeah, absolutely. MSI is a big company. Did they say in the filing

what the 100 million is for? Probably, but it was like a 200 page document and I didn't read it all. It was mostly just in there to satisfy my own curiosity about stuff um so i'm not gonna hold you to this forever i'm not gonna bring up this show in you know three years and be like luke would you buy would you buy corsair uh i'm not good at this stuff. I think, so I'm not going to give you a direct answer right away. Give me a moment. I think, I think if you think that, especially in North America, because I'm assuming that's where Corsair is most popular. I think if you think that COVID is going to keep dragging on for a significant period of time i do i would i would definitely be interested in moving into it because i do think a lot of this is very tightly tied

to people being stuck at home i do think they're going to continue to do pretty well i think working from home is like like that's going to be a trend for sure this is forced change for a lot of different people around the globe yeah working from home is definitely going to be a trend. There's going to be offices that are like, huh, it's kind of nice to not pay for an office. 100%. Or not pay for as much office. Maybe they have a certain amount of people still working in office,

but they have potentially more outside, or they have like half shift things where you come in for like half the week and the other guy comes in for half a week and you share an area. So I'm like, I don't know. A lot of that kind of stuff is going to be happening though. Industrial space, company space, stuff like that

in cities, wicked expensive. Oh yeah. If you can pay for less of it, you're gonna be saving a lot of money as a company. Did you hear about that company in California? Sorry to cut you off, but it totally ties into your point here. They ditched their headquarters, just sent everyone home.

And I think they're doing like three or four all hands conferences a year. That's the plan. You know, obviously not doing that right now and still saving money. So it's like, that's, that's pretty sick. Actually, you still get that face-to-face interaction with your colleagues, but you can work from home. Heck yeah. And they were like still ahead on the deal or something stupid like that. I, I've, I've, I know you and I haven't really talked about it, but it's, it's been something I've legitimately been thinking about for flow plane. Um, and, and I actually hadn't heard of that. And I really like that idea because the one thing that I've been hitching on this whole time is there is as cheesy as it is.

Team building is actually really important. 100%. And you do lose a lot of that, having people not come in. And like every float plane meetup that we've had has been really cool. And I think as sometimes odd as they've been where we just like spend tons of time brainstorming ideas during the day and then just

like play video games and board games at night whatever like they're not as traditional company retreat as some company retreats may be who would expect them to be yeah we like went to ltx and stuff but like i think they've been really cool and i've it's it's been really cool for me to like genuinely really enjoy spending time with the people that i work with in person where like we don't really get to spend that much time together because we largely work separately and we work at home uh and not being able to have that meet up meet up because of COVID has really sucked. But doing them, like if we did them quarterly,

something like that, that could be really cool. Yeah, I think that would be really cool. Especially because Creator Warehouse is hiring so much and so fast, that might just be the best plan. I don't know if we're going to have a space for you anyway. I've been a little worried about that. Nick wants to hire like four

or five more people in like the next few months wow um uh yeah and like it it is i don't know faster internet connections they're they're hey being able to expense your internet yeah that's a good thing that's we would probably have to shift to stuff like that, supporting people's purchasing of ergonomic things for their home and internet connections and stuff like that. And that's fine. We support that, by the way. So no problem.

I love how we're having a biz dev discussion just live on WAN. I know, right? There's been some questions about this from floatplane people, like what our approach there is going to be and i just haven't really known so i guess here's your partial answer i'm sure we'll continue to yeah stop stalling stop stalling luke okay okay jumping back to corsair yeah um i don't know i don't really like messing around with stock stuff so like personally such a cop-out what a cop-out personally probably out because the the problem is is i could rectify this question like right when this ipo goes public so if you're like

would you buy it i would have to actually buy it if i said yes or else i'd just be a liar okay and i'm not going to buy it so no all right that's fair that's fair how about hypothetical luke that does invest in stocks then more more actively um maybe i i think i would be worried about the hype around it because i think a lot of people are going to look at it and go like oh computer stuff that has like a lot of streaming things built into it around COVID. Let's go in. I think there's going to be a lot of that reaction. So I think I would hold back from the initial because I don't really fully know how like buying right on an IPO works. If you're able to get at their launch price and then sell within like almost 24 hours. So you would go short. This is great. XX random Delta XX on Twitch,

hypothetical Luke that buys things. Nailed it. Absolutely. You just nailed it. Comment of the year right there. We don't even need the rest of this year. That was it. A hypothetical Luke that spends money.

That is truly hypothetical says Janelle Taylor. Oh, that's hilarious um all right some people are wondering I guess I guess I would go short and that's not because I don't think they're a good company or anything like that I just think the hype around it and the the like I know things that COVID's going on I'm gonna big brain this I think there's gonna be a lot of that and it's gonna to temporarily boost it that's fair um we've got a couple other float plane comments here uh hold on what's this remember three three and g brange brock remember when ltd used to be a tech channel and not a

clothing brand okay we are still a tech channel i've actually got an upcoming video that i'm going to tease real quick here we are doing how does lmg make money v2 cool and it's going to include the merch business in it and if these numbers are accurate which they don't actually look right to me so i was gonna i was gonna ask some questions about them but if these numbers are accurate and my google sheets will ever load, then I was going to give you guys a teaser here for how much of our revenue actually comes from merch. And it's, wow, it's really taking a very, very long time to load. How about we download the Excel?

What do you think of that? Yeah, you like that? And you're like, what do you think of that? Okay, there we go. So that's done, but it's not open in Excel yet because it's being stupid and slow. Come on. Come on.

I got a live show to run here. And then there was another one. Rod's posting in the float plane chat. There's people who are wondering what Creator Warehouse is. Creator Warehouse is the merch team. And okay, here we go. So merch is clothing and other 16%. And I don't know if that's revenue or profit right now. I can tell you that if it's revenue,

that number is like higher sounding than, like it's less impressive than it sounds because profit on merch compared to revenue is much lower than when you're selling like views you know like influence um well sort of because you also have a lot of overhead that goes along with making videos i guess so it's just how you do the math. Yeah, so there's a labor cost to making videos. But then there's also a labor cost and a materials cost to making merch, which is one of the reasons that I actually shied away from getting into physical merch for so long, even though, you know, everyone in their dog, like, you know, merch companies like Teespring and whatever,

were like, yeah, you guys should like, get hardcore into merch because you can make so much money. I was like, it just doesn't seem like a great business. You got all this inventory and all this liability. I don't know. It's been pretty good for us. So should I check the straw poll first or should I give my answer first?

I think you should answer first. You should make me answer absolutely not absolutely not would you do what i said nope no i don't even think there's going to be a lot of hype around it i think that the pc enthusiast community thinks it's really big in the grand scheme of things it's not very big and what moves like major amounts of money on the nasdaq is mainstream mainstream appeal mainstream acceptance like i was listening to jim kramer talk about amd and it was just it was clear that he's informed about them from like a business standpoint but he he seemed to think that like a seven nanometer chip was somehow like um like like if you had the seven nanometer you like had the key to success when actually it's

not that simple um you could have a bad seven nanometer chip um you could have a good you know 10 nanometer chip you could have a bad 14 nanometer chip you could have a lot of lot of bad 14 nanometer chips it's all like it like he didn't really understand like the technology he didn't really understand what he was talking about um with respect to that even though like his advice overall like his analysis was actually i thought very good um this was an article a little while ago so, so don't be running and looking at it and making a decision based on its old news at this point. But it was sort of a reflection moment for me

because I was listening to that going like, yeah, that's how an average investor, not even an average investor, that's how an educated investor is looking at these companies. And I think if that's the amount of understanding that someone like a Jim Cramer has of, you know, process node technology and the importance to a company like AMD or Intel, like imagining the average investor, um, looking at Corsair's

portfolio and thinking that keyboards with colorful lights on them are going to be the next Apple Inc. Uh, I doubt it. I doubt there's going to be that kind of like rabid fanboyism around them. And I doubt there's going to be that kind of momentum where you could just buy it and flip it a couple of days later for a big profit. You know what would be really interesting? And I would love for someone else to do this

because as the quote of the year said, I'm clearly not the one to do it. Um, but an investment bought that was given some, I, whatever, I don't know, some amount of money that acted based on Google trends data. Ooh, interesting. It crawled Google trends data and tried to make investment predictions based on that. Interesting. Okay.

So Corsair, interest over time since Q4 2019, or late Q3, has gone up a bit, but it's down off its peak in april of this year so there you go honestly that might kind of make sense oh wait well all related topics lincoln mkx suv uh okay why don't we try corsair memory well and like i think yeah we can try elgato elgato elgato all right i think you'd have to feed it a fair amount because it would have to know like what things really related to it okay so elgato peaked in march and april march april of this year may i don't know if you'd want to feed it because

wasn't wasn't like zoom didn't everyone like invest in the wrong Zoom or something? Oh, I don't know. I remember something happened with that. Wrong Zoom. That auto-completed in Google for me. The SEC really wants investors to stop buying the wrong Zoom stock. Oh, lordy. Well, that's unfortunate. Maybe it doesn't matter. Like the, I, like I was saying like, uh, you should make sure that, uh, the,

the crawler knows to look for things like Elgato, even though they're a part of Corsair, maybe not. Because it doesn't actually matter. Like the reality doesn't really matter. It's public perception, right? Oh, this is terrible. So zoom video, when everyone was into zoom video communications a bunch of people accidentally invested in zoom technologies who spiked way up and then unfortunately it's a defunct company based in china that previously distributed wireless communication products

no longer operates and does not generate revenue lordy oh and the actual zoom which like probably should have received that spike like got a i mean it got a nice bump yeah not what you'd expect for the amount of like publicity and stuff that was happening how do you buy the wrong stock lordy all right well this is what i'm talking about so like maybe the crawler shouldn't even be that smart because it has to like the truly average investor yeah like maybe you shouldn't actually make it that good and it should just go off like very basic uh google trends data okay well i think you're overestimating the importance of elgato it's a very small small portion no i was just talking generally because a lot of awareness yeah right a lot of

celebrities are like getting into streaming all of a sudden so they'd have this awareness so that's something all right that's fair that's fair all right that's fair but yeah i don't i don't know i i'm not into this kind of stuff i find some of the like i i would find it very interesting to see read reports and potentially watch videos yeah about like that that's example that i gave the uh the crawler bot making investments but i'm not that interested in it personally yeah i'd follow the news i i'd love to be proven wrong like i i love the guys over at corsair um top to bottom good people but i just i don't know i i don't i again again remember too though that this is through the filter of someone who does not buy and does not own any stocks whatsoever i own nothing no crypto no stocks no bonds nothing um all right

so let's go ahead results okay 56 would buy corsair stock out of our audience here now so this is where this is where like i guarantee you those numbers are wrong. Yeah, that's fair. Sorry, give me one second. Stall, stall, start a topic. Okay, let me see what we've got on the doc that we haven't already talked about. Apple may be preparing its own search engine. For the past forever,

Google has been paying Apple billions of dollars just for the company to keep Google as the default search engine for every Apple product. That was a thing that happened with many different companies. It wasn't just Google to Apple. It was Google to quite a few other groups. In July, a UK competition and markets authority took a shot at the deal, claiming that the companies imposed a barrier on market competition in the search engine space. Pressure from regulators like this scenario that I just explained, as well as Apple's notorious desire for self-reliance, may be giving Apple ideas

for launching its own search engine, which is very interesting. Recent changes in Spotlight Search on iOS 14 and iPadOS 14 are bypassing Google altogether, and new changes made Spotlight Search go directly to search results rather than going to Google. The Applebot web crawler now renders pages in a similar way to Google and has been updated to rank web pages just like a real search engine. All of this is designed to give Apple enough material so it could build something like a search engine, albeit one embedded in Apple products and not a classical web-based one.

Although that's not exactly a difficult thing to pivot to, it's pretty easy to make a website with a search bar on it. So if you have all the features and the back end there you can you can make that step in a pretty simple way uh this also does come after there has been job postings from apple for search engineers uh so yeah i think they're very clearly trending in that direction we'll have to see if they actually make the the full final step but yeah yeah. All right. And Russian hacking plot targeted Tesla factory. Do you want to talk us through this one? I actually was not following this as it was developing.

This looks crazy though. I didn't follow it that closely, but it's kind of nuts. There was a Russian speaking immigrant that came to America and has been working for tesla and this guy i believe his name is there uh oh i'm not going to pronounce that properly come on you can try khrushkov khrush no that sounds credible enough all right i have no clue but hopefully that's at least somewhat close uh said

he was vacationing the u.s and arranged for himself and the uh the the the the immigrant person working at tesla uh to meet and he offered i believe it was five hundred thousand dollars initially uh for this person to install malware on Tesla's internal network that would feed information out to this Russian-based hacking group. Wow. Apparently after the first meeting, the guy reported it to, I believe, Tesla and the FBI, and all subsequent meetings were monitored and recorded, etc. They were very on top of this,

including thela employee negotiating his cut up from 500 000 to 1 million dollars that's crazy clearly they were expecting some juice can you imagine this employee like negotiating for a better cut of a deal they know they're not gonna get i'm sure he's getting something um you gotta get something yeah like i'm sure tesla or or the fbi or something is gonna give him something i mean what do you think tesla's deal with him is like look we'll give you half of whatever you can negotiate make it convincing like i like how does that conversation go i have no idea but that would be that would be amazing i would love that car op get a car, Oprah style.

But yeah, apparently he could face up to five years in prison. I'm honestly surprised it's like that low. It's interesting. Apparently it almost got, or it did sort of get put on pause because they had done a similar scheme to a different company that I don't believe is named. And that was currently like in full swing. So they weren't super interested in starting the Tesla project quite yet, because they were focused on working on this other one that again, I don't think was named,

but seemed a little bit more successful. So yeah, that's, that's pretty, that's pretty crazy. So yeah, that's pretty crazy. Wow. The Tesla employee was Igor... Igorevich? Yeah. Khrushchev. Yeah. Okay, wow.

Khrushchev, I think, is the guy that came over that tried to push the malware. Oh, what? Sorry. Oh, yeah, yeah, yeah. Yep, yep, you're right right that was just a bad positioning of a bullet point all right so i think that's everything we committed to talk through with you guys uh thank you for tuning in and all that's left now is to get through some of these super chats they're super uh vague says i agree with epic side of the argument but the whole safe

fortnite thing was a bit childish well yeah but look at the users they're trying to woo here yes literal children um anthony says another view it's a free market apple created their platform um laws need to be updated for epic to get anything done well that's the thing the laws do exist epic's just arguing that they are being violated right now. Hamza says, how do payments work on the iOS floatplane app now? They don't. You have to pay through the website

and then you just sign in using the app. And that's going to be very confusing because that is definitely one of the rules is we aren't able to tell you why anything doesn't work. Yeah. But that's actually the same as Netflix and stuff, so I don't think it's going to be that confusing to people.

Yeah, hopefully iOS users are getting used to it at this point. It's kind of how quite a few different services work. Who would win in a fight, asks that guy eating cake. You and me versus Paul and Kyle. Am I going to sound too... I think we'd win. Oh, 100%. Not even close. No offense to Paul and Kyle, but get real.

Oh, man. I feel bad. Sorry. Yeah, I feel like a real monster. I feel bad. Sorry. Yeah, I feel like a real monster. I wouldn't want to. I'll say that much. But I still would. Yeah.

All right, what else we got here? Aging airplanes. I'd have some feeling behind my punches when I'm like, Paul, why are you still not on the float plane? Join the service. It's really good. You can make more money. Your users will even thank you.

Oh, yeah. I've got another teaser for the upcoming How Does LMG Make Money. So 6% from float plane. It's a big chunk. It's a big chunk it's a big chunk makes a big difference massive shout out to the floatplane peeps uh you guys don't even really push it that much no no honestly it's just the people that really want to support us it's really appreciate it uh what's uh where'd it go do you have anything else to do but i just only have three eggs um oh yeah aging airplanes asks does amd's open cl stand a chance against cuda um honestly at this point i don't really see how open cl does stand a chance against cuda nvidia has done a very good job not just just of introducing the technology, but supporting it with software developers. We're an all NVIDIA shop when it

comes to our workstations. Like there's just, there is no question. There's no option of going AMD from a, from a workstation standpoint, literally the only workstations on earth that I'm aware of that actually unironically use amd are apple ones and that's just because they are way too salty at nvidia um not saying they're entirely unjustified just to be clear uh aging airplane says also ltt's ipo would be a disaster uh well yeah yeah it would i i wouldn't do it it would suck i'd be far more likely to consider like some kind of like private private equity like like ownership with the community the problem is that we'd have to do a lot of the same work as if we were just publicly listed and i just i can't be arsed i like being able to

make my own decisions yeah i don't think arsed i like being able to make my own decisions yeah i don't think you'd ever do it even if it wasn't even that difficult kinestic says any update on different colored shirt fabrics for ltd shirts no unfortunately every week for a bit now yeah the bad news is that we got them in they didn't meet the quality standards so we're we're going back to the drawing board a little bit. I have no idea when we're going to get there. All right. So that's it for the land show.

Thank you for tuning in. We'll see you again next week. Same bad time. Same bad channel. Oh, shoot. The bit. Should we raid someone is like plenty time streaming or like uh wifey sauce or like is anyone is anyone cool i think streaming i think plenty time is actually having a nap

uh sometimes having a little little sleep little little rest there ufd tech is live on youtube doing a 24-hour charity stream 75 7500 worth of giveaways all right see if sure he's on twitch as well if he's live on twitch as well because that would be an easier place to raid because yes he's live on twitch as well, because that would be an easier place to raid. Cause yes, he's live on Twitch as well. So you could like do the actual raid thing. All right. Okay. Wow. Wow. He has clearly, Oh my goodness. You look very interesting right now. Uh, I believe there is donation goals i'm going to assume that make him do things because wow all right well i threw it in there there is yeah all right all right i actually recorded

a quick clip for that uh that charity stream i had totally forgotten about it until now so guys go check it out thanks for tuning in see you again next week bye bye bye did you