The WAN Show - Oh No Intel!! NOT AGAIN?? - WAN Show July 24, 2020

Episode Date: July 25, 2020

Get a 15-day free trial for unlimited backup at https://backblaze.com/WAN Save 15% today with offer code WAN on Displate at https://lmg.gg/displatewan Sign up for Private Internet Access VPN at https://lmg.gg/piawan Buy an LTT shirt, hoodie, hat, and even our own water bottle at https://lmg.gg/wanlttstore Check out Carpool Critics, our new movie podcast: https://www.youtube.com/channel/UCt-oJR5teQIjOAxCmIQvcgA Timestamps: (Courtesy of Michael O'Brien) 00:00:00 - WAN Show Start! 00:00:04 - Welcome! 00:00:14 - Topic Summary 00:00:14 - Topic 1: Intel 7 nm Delay Announcement 00:00:33 - Topic 3: ATT Scaring Customers into Buying New Phones 00:00:50 - Topic 2: Nvidia Considers Buying ARM 00:00:59 - Topic 4: 1000+ Databases Erased & "Meow" Calling Card Left Behind 00:01:22 - Intro! 00:01:46 - We have a Luke! (Headphone warning) 00:01:55 - Topic #1: Intel Delaying 7nm 00:02:23 - Rollout 12 months behind internal target 00:04:11 - Contingency is to use 3rd party foundries 00:06:59 - Intel Stock dropped 16% 00:08:17 - Intel timeline vs AMD Zen 3 00:09:34 - Luke's [prompted] speculation 00:11:56 - Linus'TwoCentz 00:15:02 - Dr. Ian Cutress, https://www.youtube.com/channel/UC1r0DG-KEPyqOeW6o79PByw 00:16:27 - WAN Show format addition? Tech Minds 00:17:55 - Backtrack to Topic #1 00:17:58 - Elon Musk Quote 00:19:12 - Why an MBA is a bad thing 00:21:22 - Linus' Ramen Time 00:23:24 - Good news about being a publicly traded company 00:25:11 - Unofficial Topic #1: Golf 00:27:22 - [Conspiracy] Theories on Presidential golf 00:28:42 - Cost to golf vs cost to ski 00:33:47 - Why engineers matter more than golf 00:34:47 - Topic #2: Nvidia to possibly purchase ARM 00:35:40 - B2B reasons to buy ARM 00:36:55 - Why European regulation matters 00:37:27 - lttstore.com 00:38:23 - How Nvidia uses ARM currently 00:39:23 - Why not to buy ARM 00:40:46 - Golf, again. 00:41:45 - Sponsors! 00:41:45 - Backblaze.com/WAN 00:42:46 - Save 15% w/ W when going to LMG.GG/DISPLATEWAN 00:43:29 - LMG.GG/PIAWAN 00:44:10 - Unofficial Topic #2: Twitter rant, MCU movie timeline 00:47:26 - Unofficial Topic #3: Star Wars 00:49:55 - Kylo Ren Meme 00:51:34 - George Lucas maybe comes back? 00:53:26 - Topic #3: AT&T Email Scaring Customers 00:53:59 - 3G Network shutting down in 18 months 00:54:34 - Sent out only affected accounts, but... 00:56:07 - Topic #4: 1000+ Unsecured databases removed 00:56:41 - Possible upside 00:57:29 - Superchats! 01:00:11 - Another Secret Shopper Confirmed! 01:01:29 - Upcoming LMG Intel Sponsor Spot Videos 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. What is up, my ladies and gentlemen? Welcome to the one and only WAN show. We've got a fantastic show for you guys today. We've actually got a lot to cram into the show. Intel just announced lot to cram into the show intel just announced seven nanometer delays i mean they're barely shipping 10 nanometer and and and now they're talking about delays on seven holy smokes they lost 16 of their stock value holy shnikes uh yeah in other news at&t has apparently been scaring customers into buying new phones it's a good tactic yeah what does that even what does that even mean it's a it's a very high level uh movement

high level business decisions freak out your customers good move uh nvidia considers acquiring arm which could be a very interesting uh interesting chess piece against some other companies. And over a thousand databases have been nuked, just deleted entirely, with the only calling card remaining afterwards just being meow. Ouch, Kitty got claws. All right, let's roll that intro. This should be a good one. I mean, meanwhile, Apple is sued for refusing to help iTunes gift card scam victims.

There is so much to work through here today, so let's not waste any more time. Apparently, I'm really quiet. I call lies. I call lies on that. Okay, go ahead. Hit me. Testing. One, two, three, four. Yeah, you're a touch quiet. Let me see how I can fix that Maybe I could do this. All right

All right, hit me again Luke Testing 1 2 3 4. Oh wow, yeah, you're very loud now. They're very loud now Nobody will complain about your quietness at this point in time about your quietness at this point in time. All right. So the original poster on the forum of the Intel 7 nanometers delay story is illegal water and also vegetable stew. This is real rough.

During their Q2 2020 earnings call this week, Intel announced that it has now delayed the rollout of 7 nanometer CPUs by six months relative to their previously planned release date. Yields for their 7nm process are now 12 months behind the company's internal targets. So I guess that means they must have had like a six month buffer compared for their public release versus their internal targets. And they have chewed through all of it and then some and if you

guys recall part of intel's story around the 10 nanometer delays was hey guys here's the plan we're gonna fast track seven nanometer so that uh you know yeah this 10 nanometer delay won't happen so much we're just gonna kind of we're just gonna kind of move move past it um not so much now both 10 and 7 nanometer have been delayed substantially so they're saying now that their 7 nanometer cpus will not debut on the market until late 2022 or early 2023 here's the craziest part luke did you ever think you would live to see the day that intel would consider using a third-party foundry foundry no third-party foundry i knew exactly where you're going with that and no not at all me neither that is the most surprising part

of this whole conversation as as the hold on hold on what i think it was jerry sanders the third uh where's that quote real men have fabs was what jerry jerry sanders uh amd founder jerry sanders lobbed against rivals um now obviously um it's a little dated. Yeah, obviously, AMD doesn't use their own foundries anymore. So and Jerry, Jerry Sanders, to be clear, was the founder of AMD, not Intel. Jerry Sanders, the third. But I think Intel has definitely still taken that approach. And yet here we are. The contingency plan is to use third party foundries.

So, yeah, I. Here we are. The contingency plan is to use third party fountains. So. Yeah, I still feel like long term, they'll move back away from it. I feel like it's a, we are, we have been falling and we are gaining speed in a downward direction and we need something to try to swoop us back up and i and i think once they stop just like i just said gaining speed in a downward direction like they

have been for years at this point can i just say i love that gaining speed in a downward direction um i i think they'll move back to just their own fabs eventually, but it might be quite a while. Well, as long as they don't have process leadership, what else are they supposed to do? They have to stay competitive. So allegedly, they're going to be using third-party foundries for the chiplets or tiles in their forthcoming 7-nanometer GPUs called Ponte Vecchio.

I don't know what language that is, so hopefully I didn't butcher the accent too bad. And then their first seven nanometer server CPUs, Granite Rapids, are now supposed to arrive in 2023. That's a year late. Meanwhile, AMD's roadmap outlines five nanometer Genoa processors coming before the end of 2022. I do want to interrupt this broadcast to bring you a bit of a reality flash. Just because one manufacturer says this is our seven nanometer process and another says this is our five nanometer process does not necessarily mean that that five nanometer process actually has greater transistor density than the seven nanometer one. So if you look, I mean, really, I would love to see us transition just to transistor density

as opposed to some arbitrary measurement. We did a really great Tech Quickie probably about a couple months ago now that went through the different methods that chip manufacturers have used to measure how many nanometers a processor is. Like it used to be, it was just the gate length. But then what happened was it was able to shrink more than other essential features of the transistor. And so even though you had these much smaller gates,

the actual transistor density on the silicon was not higher. So they switched to, well, okay, now let's measure it this way. So it's not like this sort of fixed way of of of measuring the the density of a chip i i really wish that everyone would use something kind of similar but um to be clear intel ain't leading the pack anymore however you you want to measure it if this comes to fruition. And it looks like investors have reacted to that news. I mean, this is from July 24th, 1.32 p.m.

So this is from four hours ago, and they had already dropped 16% today. I'm just going to have a look at Intel stock. As far as I know, it's now negative 16%. Okay. Look at Intel stock. As far as I know, it's now negative 16%. Okay, so it looks like it's, oh, has it closed for the day? I can never remember like when it closes. Yeah, it's an after hours trading. Apparently it's a touch,

but it still ain't a good look for Intel right now. Because the thing too is Intel's trying to transition to be, you know, we want to be more than just a CPU company, right? Like they want to be a semiconductor company. Well, fun fact, if you want to be a semiconductor company, not just a CPU company, you still need cutting edge, you know, manufacturing capabilities.

So that's real awkward right there, right now. Yeah. And not that it's like super important with the current conversation. Ponte Vecchio, which I am 100% certain I just butchered, is a bridge in Italy. Thank you for that. Yeah.

Now everyone knows. At least those people who are clever enough to watch the WAN show every week, they know. Oh, big brain. All right. So Intel's first seven nanometer processors those people who are clever enough to watch the wan show every week they know oh big brain uh all right so intel's first seven nanometer processors are now scheduled to debut for either laptops or desktops in 2021 q2 man they're gonna oh man this is gonna be rough like if if you're one of the people who's still cheering for intel um man when when zen 3 hits later this year amd meanwhile has confirmed yet

again uh those rumors that we're delaying zen 3 not true we are launching zen 3 this year um zen 3 is rumored to have a significant performance uplift compared to zen 2 i don't know what they're gonna do They might start to do some crazy stuff, you know? Yeah. Like to be clear, even Zen 3, it's not like Intel isn't still going to have a competitive performing product. Where they're going to run into trouble is their costs

because AMD's chiplet design is so economical. Not to mention that if AMD gets a node out ahead of them, it's not just going to be more economical because chiplets, it could be more economical just because the die sizes can be so much smaller. Like it's, boy, is it, is that ever going to be a rough, rough freaking ride? Like, I don't even know. What would you do? Okay. Luke, I know too much, so I can't speculate, but you can, what would you do if you're Intel and you're like, your cost is higher than your competitor and you are slightly behind, you know, that's what I'm expecting when Zen three launches, I'm expecting them to be slightly behind in raw performance

with significantly worse power consumption and therefore heat output what do you do uh i don't know they're in such a rough spot uh i think personally that i would almost sit on my laurels pick a few chips try to find a way to make them as cheaply as possible, make them cheaper on the market, and look for wins with those chips. Like, okay, this chip is going to be like the best for 95% of, or 99%, if we're being honest, of like all gamers. This chip is going to be the best for like 99 of office users they're not they're not the most fancy maybe it's a four core

most games still don't really care beyond that but go go value yeah the thing the problem is that amd winning and like zen 4 4 is gonna show up and you're still gonna have nothing like amd is gonna be able to react to that like what if amd just drops their price probably they've got the margin they've got the margin to work with yeah they totally could but i think at the same time, you'd hopefully be like winning hearts and minds, which is something Intel has not done for a long time. And them acting first and making AMD drop their price might do that.

Instead of them being the ones that are like, yup, our extreme edition costs 500 bucks more now get wrecked here's my problem get wrecked you know what no no no i don't think they i don't think they have the balls there you heard it here first i don't think they have the stones and you know why i think they're well okay i don't know maybe maybe the attitude changes today maybe the milk is treated as spilt at this point since the stock the stock price took the hit already anyway but now the disconnected executives as far as i can tell um maybe they got a reality check here maybe they just felt it in their wallets and might actually pay more attention.

Yeah, maybe they might do something. But here's my problem, because Intel knew, they already knew when they launched Z490, there's no way that executives hadn't already been briefed on that seven nanometer had problems. Like if we're finding out in an earnings call, people at Intel aren't hearing this for the first time unless they're in a completely different

business unit like the the chip guys knew so why would it be then if they knew that they had nothing to fight amd with for the next 18 months at least like hold on a second seven nanometers cpus blah blah hold on a second um god wait a minute something will not debut okay it looks like we've got a couple different dates in in our notes here one of them says first seven nanometer processors 2021 q2 and another one says late 2022 or early 2023 that sounds more like it so anyway they knew they have they knew they have nothing for two years, right? So why do they go and pull consumer unfriendly moves like limiting the maximum memory speed on the value chipsets?

If the plan was to say, okay, we need to win over consumers by being consumer friendly. Because the thing is, Intel still has- Oh yeah, that does not seem like the plan. Currently at all. But that needs to like the plan. Currently at all. But that needs to be the plan. I know.

You asked what I would do, though. Not what I think Intel would do. Can we make that a bracelet? What would Intel do? What would Intel do? And it's just like the evil version? It's not even evil. It's just like... It's like... You like i you know dumb it's the low iq

there's been so many moves for so long i really wish there was a follow-up i've actually mentioned this on on wanshow a couple times i had i had a conversation with someone at intel and they asked me like how i thought they were doing in a bunch of different realms uh they were talking about uh like processors for cloud compute which is a very different conversation than processors for gaming but i have some insight into that due to floatplane and all this other kind of stuff and it's a really good conversation and they're like yeah we should follow up on this and like i'd like to hear more like honest answers to these questions. And I think more people in the company need them. And I was like,

yeah. And then there was just dead air. But that's their problem is they have so many people there that care so much. And like that person clearly did care. Yeah. But probably internally was shut down in some way so there was like no i don't even blame them for not really following up there was probably no point i got the funniest dm from one dr cuttress you know dr cuttress right of course of course the one and only dr cuttress um he goes so he was clearly watching my my recent rant video because he goes, quote, stop listening to bean counters, end quote, new line, promote CFO to CEO laughing emoji.

And I'm like, yeah, I know. There's a really good quote. Let me see if I can find it really quick uh it just made me laugh so hard like it's not ian doesn't message me that much because he and i were in different time zones and like i don't know we're we're not very rarely working on like the same project at the same time that would give us cause for collaboration or whatever. There's no trade shows this year, so we can't go get ramen in the middle of the night or whatever. That's the part I miss the most, for sure. We don't talk that much, but out of every time we've talked talked that is the hardest i have ever laughed when i got that

dm just out of nowhere in the middle of the afternoon and i'm like yeah pretty much i just thought of a pretty interesting idea you should host like a round table a live like a live stream that's just like a round table of tech mind of tech what tech minds but like a like zoom meeting round table of tech minds i mean that's kind of what the wan show was supposed to be with like guests and stuff we could kind of try and do that again do you want to bring guests on the show again i'd be interested yeah like we're not having these like internal among tech people conversations because we're not going to these shows and having those ramen meetings, which is a good way to describe it.

So I think, I think that could be pretty cool. Oh, people are asking which Ian. Ian is Dr. Dr. Ian Cuttriss from Anand Tech. And also I really think he needs to rename this. I don't think it's great branding, but you know, he's more, he's more of like a tech

mind and less of like a branding mind i suppose uh his youtube channel is tech tech potato uh he recently leveled up his thumbnail game and he went from doing like 800 views a video to like 8 000 views a video and yeah yeah see he's they all they all give in in the end do you see uh do you see what was it snazzy doing like sponsored vacuum videos now so great yeah welcome to the squad everybody falls um i was just the first anyway so i want to get through this just before we we get too far away from it. You mentioned the promote CFO to CEO position laugh emoji thing. So whether you like it or not, there's a quote from Elon Musk that I've always really liked.

The path to the CEO's office should not be through the CFO's office, and it should not be through the marketing department. It needs to be through engineering and design. 100%. Especially in that type of company. I'm sure there are some companies where like, no, it's literally just a marketing company. It should not necessarily be that way. If you're a creative agency, you should have a marketer.

But I think that's what he means though, is whoever is sitting in the CEO's office should have the expertise that or should have expertise in that company's core business. And, you know, Tesla, I don't care what kind of engineer you put in the CEO's office, software engineer, hardware engineer. You could make the argument either way for what kind of a company they are, a software or hardware company. They're both. So I don't care what kind of engineer it is but it should absolutely i mean they literally as a policy don't market i mean they market but not in not in a conventional sense different way yeah in very different ways yes so putting it's putting some some m graduate in there who all they know how to do is pump the stock price, that's not how you build a good fundamental business. You have to actually understand what you're doing.

So yeah, if you work at some creative agency, sure, you could have a marketing person sitting in the CEO's office. Why not? Because that's literally all you do. If you're a YouTube company like we are, you should have someone who actually lives and breathes it. Like I remember talking to, I was actually talking to my wife about this. I was like, well, if I die, you know, what's the plan? And she's like, I feel like I would have a really hard time, you know, fulfilling those CEO duties because there's things that, you know, you get your hands dirty with that I haven't touched and you've been doing it for 12 years. And I'm like, yeah, but we need to do something. So, you know, I'm not going to, I'm not going to talk about the plan. There is a plan. I don't like dwelling on it too much

because, you know, it's like every time I talk about like wills and succession and like all that kind of stuff, it makes me all down. So I don't want to do that. But these are the kinds of conversations we've had to have. And these are the sorts of things that we've had to be aware of, is that you have to fundamentally understand all aspects of the business if you want to be CEO. And if you don't get engineering, you shouldn't be the CEO of Intel. Now, I don't know if their CFO has some engineering experience that I'm not privy to. I would imagine that being at a company like Intel, you'd pick up a thing or two here and there. I mean, I've learned more about cameras and film than I could have ever cared to know, just hanging out with Brandon all day. You're a small company, though, and you hang out with Brandon all day. And I've heard stories about Intel that would lead me to believe

that that might not be the case. Yes. Like I won't, I won't name them. I think I've told this story on the WAN show before, but a prominent streamer. I remember having a conversation with this person

where they were asked last minute to go give a presentation. Do you, have you heard this story directly from the source, right? I was just going to say, wonderful guy, too. Wonderful guy. Wonderful guy. Can you tell this story so I can take a couple more bites of my noodles here?

I think I can tell it accurately. So he was asked to go to Intel and have a meeting with Intel C-level employees, so chief of whatever um type employees uh and explain to them why their product is actually like why gamers even care at all because they didn't know and i think people internally at the company were like frustrated with trying to explain it for so long so they tried to hire an outside source to trying to explain it for so long so they tried to hire an outside source to come and explain it and as far as my understanding goes he like yeah did a pretty good job and thinks he did a pretty good job but doesn't really think that

they took anything away from the best part is uh he told me that at one point one of them kind of put their hand up and interrupted and was like so you're saying that like this game streaming like the higher performance of our product you're using the better and he's like yes i forgot that part that's the really right that's the best part that's the best part of the story and um oh yeah okay yeah youtube chats like bob swan is a careers uh hold on a career and a career cfo with an mba education all right well there you go see i would hope i would hope that at a company like intel you would try to you try to spend enough time talking to engineers that you could at least understand their challenges and their pain points. You know, what makes them tick? What makes them talk? You know,

you got to talk to them to see what makes them tick. That's funny. I'm a funny guy anyway. And that's something that you can do. You can do as an executive that has an education in another space, but you have to force yourself to do it. You can't just bury yourself in financials all day. The good news is, you know, public company, they have to file these earnings reports and all that, you know, eventually, if they don't invest in the fundamentals of the business, which is, just so you're aware, if you're watching, making great processors. if you don't invest in the fundamentals of the business it will eventually bite you because you will have

to admit that things are not going well yeah so like yeah i don't know yeah intel says i think i think part of part of the problem too is when you have those like super segmented things, like, like to bring up the Brandon example, which I think is a pretty good example. You're saying you're, you exist around Brandon long enough and you're just going to know things about cameras. Totally. And you're probably going to start to care about them because like when you're,

when you're around someone that, that, that is that passionate about effectively anything, you're probably going to get some of that. Well, you can't get them to shut up. Yeah. And like, he'll be so driven about it that you'll like see some article about

something and you'll see like what he was talking about mentioned in the article. And suddenly you start to care and like, you start to gain some understanding and stuff. Enthusiasm is infectious. Enthusiasm and passion is infectious. Absolutely. And when you're holed up as the CEO with all your marketing and CFO buddies in some office

playing office golf and talking about whatever, I have no idea. I don't know what that life is like. But when you do that, you're around other people that are passionate about just like marketing and money and not be the engineering and the really insane technologies that go into this stuff you like need that around you because that influences your leadership can can we can we just talk about golf for a minute like can i okay here's a here's a golf hot take right and to be clear i respect the athleticism of golf you know like watching golf highlights is probably more mind-blowing to me than like football highlights to be honest with you like when i watch them sink a chip in from like 70 yards away and literally like the flag still in the hole floats and curves and does all yeah

like literally the flag is like in the hole still because they're so far away they need it to see the hole and they get it in the hole and i'm like how is that even possible like i could hit that ball i could have a million monkeys with a million golf clubs for a million years and none of them would ever get the ball in the hole like that it's amazing it's incredible but recreational golf can i just come out here and say that it appears to be designed to be as astronomical a waste of time as possible i think i think i was uh i was watching actually uh nothing the like counter-strike player and commentator and internet personality person. Great dude. I very, very rarely go on Instagram.

But I went on Instagram because I got a notification that a couple of my buddies had posted things like real life friends. And I clicked on it. It brought me right away to his story. And he was out golfing. And I flipped through it pretty quickly. And it was stunning. They were on the coast. It's beautiful golf course all along the coast. And he just looked really relaxed. And he kept on mentioning about how like the scenery was great. And it just seemed

like it was almost like a spa day. As far as I can tell, the point of golf is to say, hey, look at me. It's the middle of the afternoon and I have nowhere else to be and nothing better to do than spending my time accomplishing quite literally absolutely nothing. And get this, I am paying 10 times more for the privilege per year than you make in 10. As far as I can tell, that's the whole point of golf. It's the ultimate flex. Some weird side thought experiment thing that I've tried to figure out for a very long time is why basically every single U.S. president

has been obsessed with spending as much time golfing as they can okay so um i've heard some theories about that i've heard some theories but they're from like kind of crazy people yeah so i'm not sure how much credence to give them one theory i heard that sounded somewhat reasonable was that it's all about betting on golf that's that's so that's the main one i've heard too yeah so you get like a lobbyist type to go golfing with you and then you bet on it and they throw the game and then suddenly it's not like campaign funds yeah it was a form of gambling and it gets like just shoved under the rug i just yeah i don't i don't know i don't know if i believe that to necessarily be true like as far as i can tell once you've been president um a lot of it is

about doing talks and like doing the whole speaking tour thing after the fact uh because you're worth like a quarter million to half a million dollars just to show up and talk okay yeah um i don't know like you're never going to be wanting wanting for money again someone said skiing is more expensive not really not even close it can be pretty bad if you're if you're like getting a cabin up at somewhere like whistler for extended periods of time by that logic you could have a cabin at some place where there's a golf course you enjoy uh so it's it's not really any different and like the the cost and remember too i'm not talking going on some like ratty like you know public golf course when i talk about the price i'm talking about you know are, you have to be a member of the club already just to have the privilege of paying for a tee time.

And those places are not cheap. Yeah. Like there's golf courses around us where you can go golfing for really cheap. They're also 20 bucks or whatever. I think in the eyes of golfers, just complete junk. I don't necessarily know why, but yeah. Nick made a point of messaging me to say, golf courses are usually attached to five-star hotels.

Heck of a lot more expensive than a cabin. Yeah, so there's that. Good point. Let's talk equipment. Okay, let's talk equipment. We're going off on like a total freaking tangent here. So I'm going to load up. Golf town is the only golf store that I'm aware of because there's one at like Coquitlam

center mall. So skiing. All right. You can easily spend, you can easily spend a grand. Okay. You can spend a grand on skis. All right. Yeah.

You can spend 200. Those are some pretty smoking skis. Yeah. You can spend $250 on gloves. yeah you can spend 200 those are some pretty smoking yeah you can spend 250 on gloves like you can like a really amazing top of the line snowboard it's like 700 yeah like you can you don't you can spend you can get fashionable about your winter wear you know you can spend five thousand dollars or whatever you want on like your outfit but here's the thing with golf well remember we're talking like designer like you know you know, you go on if Louis Vuitton or whatever had one off.

It's like the one luxury brand I'm aware of. Do they have a ski suit? OK, you look that up while I have a look. OK, so meanwhile, in golf land, one club is going to set you back 700 bucks. Don't forget, you need a whole bag of them. And you don't want to be that peasant, you know, peasant garbage town pleb on the course that's got like, you know, the kit. You know, that's the equivalent of showing up on a job site with a Ryobi drill. You know, you don't do that, right?

You want to be like the baller or whatever. So you've got this entire bag oh oh meanwhile hold on how much does a golf bag cost right uh bags and carts so just to interject yeah there is a shut up there is a patch ski jacket it's called patch ski jacket i think by patch they mean it looks like the most normal jacket in the world and then it has a louis vuitton patch on the side of it that's it and there's no listed price you have to call for an inquiry okay high fashion is so stupid meanwhile this is great i was trying to see if louis vuitton had a golf bag so that there was something equally stupid that you could invest in on this side.

And fortunately or unfortunately, I'm not sure which, I found something even dumber. This is the Andrews golf kit. OK. And initially I thought I was clicking on a golf bag because. Hold on. Hold on. Just chill. Just chill. hold on just chill just chill okay just chill i thought i was clicking on a bag because the price is a thousand dollars it turns out all it holds is whoops that's the wrong thing it turns out all it holds is a few balls and a couple of teas so no you do not in fact get a golf bag you just get a golf bag beggy oh my god that level of consumerism just like insults me i think oh no wait it turns out they do have golf bags here they are okay there you go so these are going to cost you anywhere from 12 to 13 000 so um there

you go there you go and to be clear i'm not singling out louis vuitton there's other equally ridiculous um there's other equally ridiculous brands that charge way too much for stuff uh someone in the chat said my ball bag is worth way more than a thousand oh it's way more than a thousand well yeah wait they're ball but oh no no okay well whatever the point is the point is no skiing is not more expensive than golf because golf is literally designed to show how much money and how much time you can waste because you have so much money and yet you don't have to work so you have all the time in the world to spend chatting it up on the golf course in the

club or whatever the case may be um so there you go that's uh that's my hot take that's why you should spend time talking to your engineers instead of spending time playing golf there you go i don't know if bob swan plays golf uh we could find out easily enough with google i would i feel like i'd bet money on it would you would you bet money on it i just it's just so like pervasive in that community anyone with just like way too many millions probably seems to play golf i can't find i can't find anything about golf why would you know though like i don't know it's not on here it's not on here there's no mention whatsoever he's not like a president like i don't i don't think people are gonna like follow him around in that way you know uh i think we would still know he's enough of a public fee he's enough of

a public figure that we'd probably know a fair bit a fair bit about his about his habits anyway let's move on for now um this is other big news nvidia allegedly is considering acquiring arm so this is according to reporting by Bloomberg. NVIDIA has approached SoftBank, Arm's parent company, regarding a possible takeover deal, although other bidders may emerge as well. SoftBank purchased Arm Holdings in 2016 for $32 billion,

which has been sort of, sort of doesn't look like a great deal at this point. I think they're doing about $300 million in profit per year at the moment, which means your $32 billion is going to take you an awful long time to make back if they even want to get what they paid for it. And they're hoping to either earn a return on the investment by publicly listing ARM or by selling it to the highest bidder. They had a SoftBank had a form. Yeah. Okay.

So there are some challenges here because there's definitely a lot of firms that might say, oh, wow, it would sure be nice to own Arm instead of just licensing the technology. The initial reaction from a lot of people online was like, oh, you know, maybe Apple should just acquire Arm. you know maybe apple should just acquire arm but that would be a regulatory nightmare i mean for apple to own the licensor of the technology that is fundamental to the survival of i mean okay which of apple's competitors would not consider their arm license to be essential to their survival at this point in time uh basically everyone and and i suspect if it was coming down to a legal thing they would find a way to claim that regardless you know so that rules out apple realistically uh That rules out, I mean, really anyone else like that. So that rules out your Samsungs and Huawei's of the world. Now, if Arm was a Chinese company, there'd be nothing that would prevent the Chinese government from just kind of coming in and saying, oh, yeah,

sure, Huawei, you can acquire Arm. And then, you know, haha, take that, the West. But ARM would still be subject to regulators in the UK because that is where they're based. So there's no way that a Western power like the UK is going to say, oh, yeah, sure, China. Why don't you just have all the intellectual property? So don't see that happening. NVIDIA was pitched as one that might try to make a play. So NVIDIA definitely utilizes ARM technology, but they're not... Very nice, Luke, by the way.

Very nice, lttstore.com. The big water bottles are selling like crazy right now, guys. They're awesome. So the C shipment is not arriving for a few more weeks um we had a big uptick in orders during that last stream and i think we are probably going to be out of stock of some of the more popular colors within the next uh few days to a week so if you guys want to make sure you get the color that you want i would definitely go to ltdstore.com get an order in for the 40 ounce water bottle uh maybe grab a stealth hoodie or whatever while you're at it um it's been it's been infectious in my house literally everyone here uses one daily

nice nice it's yeah it's the right size now we should have done a bigger one earlier we definitely should have the little one still has a place absolutely in your bike like in your bike water bottle holder or whatever yeah we're on the go but the big one like i only take the big one when i go to play badminton and stuff now it's it's a huge difference um anyway so nvidia does license arm technology they use it for their like self-driving car platform stuff like that uh they use it in their switch chip but they also don't license it in any spaces where they are directly competing with customers, at least not in a significant way. So if I'm Apple, I'm not real stoked on NVIDIA acquiring ARM.

Those two do not exactly have a great relationship. But the good news is that Apple's license, ARM does offer a perpetual license for their instruction set. So Apple has a perpetual one for that. They're already using their own custom silicon. So they don't even just use ARM's standard Cortex cores or anything like that. So it probably makes no difference to them whatsoever going forward you know what who owns arm uh so that was that was sort of some of the the back and forth that was going on over this deal i i honestly

just don't know i don't know i kind of don't really know why anyone would want it like if you're if the revenue is so low compared to what softbank is probably expecting to get for it how could it be how could it be worthwhile unless you see arm you know kind of going to the moon in the next five years but they're going to be under significant pressure from risk five like if anything arm might have peaked peak peak arm you know yeah risk five will be interesting if it really does pop off um but i think i think controlling that space has value you can always change licensing fees as well like they could make it profitable in like a somewhat predatory way but if they tried to do that they put themselves at much

greater risk of being overtaken by risk five as it is if the licensing stays inexpensive and there's just no reason to use anything other than arm will they maintain their position speaking of that would be a really really long-term play but i guess if you tried to maintain that until the point where risk five maybe gets outpaced, then you could increase rates later. But that's really long term play. T-Edge says, you're missing the whole point of golf. I do it with buddies to have a good time while sharing a couple beers. My bro does to relax from anxiety.

That's basically what I said. It's a waste of time and to be clear like you know by that logic you know relaxing isn't tight and like it's if they suffer from from rather severe anxiety relaxing is not a waste sure how about this it's not productive there what if and i'm not productive every moment of the day makes you less productive than if you would have just relaxed and then not had the anxiety yeah yeah so that's fine you could have a net benefit from it i'm not saying there's no health or psychological benefits to it i already said it was fun it's just there there are much more um efficient ways to have fun as well.

That's all I'm going to say. That's all I'm going to say about it. I'm not getting drawn back into this. What I am getting drawn back into is this message from our sponsor, Backblaze. Nice. Backblaze is simple, okay? Unlimited cloud backup for Macs and PCs for just $6 a month. They've restored over 35 billion files,

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We even have our own line of Displates. You can go to Displate.com slash Linus Tech Tips to check those out. And if you want to save 15% on a Displate, you can go to LMG.gg slash Displate when. Finally, the show is brought to you by Private Internet Access. Just go get it. It's PIA. It's PIA. What are you waiting for? LMG. It's PIA. It's PIA. What are you waiting for?

LNG.gg slash PIA WAD. They now have WireGuard. It guards your wires. I don't have official talking points. So I'm just like, yeah. Try it risk-free for 30 days with a money-back guarantee. 10 devices at once. It's a VPN.

What do you want from me? You can torrent all your... You know, totally off the VPN topic. Yeah, okay. We're back to the show now. I'm not conversating about that at all. There was a Twitter thread a while back where someone took their free time during covid while they were stuck at

home and figured out the exact viewing order of every single to the second part of every single movie in the marvel mcu and i realized marvel marvel you, you know, whatever. Yeah, that's okay. Marvel MCU, more explanatory that way. They figured out how you would have to watch it to watch every single part of that thing in chronological order. Right. Because just to be clear, guys, if you don't know this already, some of the movies actually have scenes that flash back or flash forward or that are taking place at the same time um so to watch every scene in order is does that super cut exist uh it does what would that be that

would that would be like a terabyte that more it's only in 10 dp i think i think it's like if i remember correctly i think it's like 40 something hours that's hilarious i wouldn't i wouldn't i wouldn't download that because i don't actually i don't actually own all the marvel movies most of them i've only seen once because it would be pirating not if i own them all and i don't care i mean i've talked about that on the show before if i own all the blu-rays um whatever i'm just i mean 1080p i whatever i might flag you unless you have pia uh i don't know what you're talking yeah i don't know what you're talking about either it doesn't matter we're on a different yeah the point is i i wouldn't download it i don't have all the marvel

movies most of them i have only seen one time in the theater that was it like they're i like i haven't even seen most of them one time i i do love them i love me a good superhero flick i enjoy them but it's like it's like brain it's like brain off brain off ship go boom time for me like the amount the amount of analysis that some people do on MCU movies is like, wow, it would have to be Star Wars for me to actually care this much. And I don't even care about that anymore. Like, I'm so over it. And I'm sure there are people that care that much. I cared about them for the first while.

The original Iron Man was like really awesome when it came out um and like i'm sure they've just gotten bigger and better over time but like i'm just i just don't care anymore i don't go see them anymore they're so they feel so cookie cutter now i don't know i did enjoy i still enjoy me some loki some loki or dark fate or whatever the like really comedic one you know a lot of people regard that the which one which one's the super comedic one it's the second one right i think so the second thor movie yeah i think so i think so i quite enjoyed it a lot of people regard it as like the worst mcu movie i think they're bananas um there's definitely definitely worse ones but anyway anyway or ragnarok

yeah ragnarok i quite enjoyed ragnarok didn't take itself too seriously um yeah yeah i forget what i was i forgot what i was talking oh yeah right i was this is like the least popular part of wan show guys just stick around we'll talk about tech again in a minute just bear with me okay star wars so i was just reading like these are books that i read as a as a young teen and um as a young adult and sorry as a teen and as a young adult um so i was already like familiar with the stories but i was like reading the like biography like uh summary on wikipedia for whatever reason for jason solo a retconned uh expanded universe character or extended universe i forget if it's extended or expanded it doesn't matter both fundamentally the same thing um let's say

expanded okay so an eu character and i was reading through it and i just i had to put it down because i was just like this is so much better so much more interesting this is so much more i bet you to a to a big degree because that was a timothy zahn character right uh jason solo i can't remember i want to say i want to say yes and then the ones that i really uh i really enjoyed when i was quite young were the young jedi knight series um about their adventures while they're while they're training uh so that's kevin anderson and rebecca what's her name i can't remember um anyway anyway point is point is i was reading through it and i was like yeah you know what this is pretty trashy b-tier literature if we're being honest about it you know this is this is not a lot of the star wars books were kind of yeah yeah

this it's it's it's it's sci-fi you know let's be honest. Yeah. Yeah. It's, it's, it's, it's sci-fi, you know, let's be honest. Sci-fi is never going to be, it's never going to win you an Oscar, you know? Not Dune.

Exactly. Exactly. Exactly. So I was reading through it going like, yeah, it kind of reads like a soap opera, but like, that was the whole point.

Star Wars was supposed to be space opera like plot twist that he's his father you know like come on but that's what made it great and so the the the biography of this character is like you know and then he was kidnapped and then he had to go here and then there was a an assassination attempt and then this and then that and it's like nobody lives a life that's that exciting but that's fine it's fine and it's way better than wimpy boy brat angry tantrum kylo ren like maybe red i'm gonna break the computer that's like my favorite scene he's literally the angry German kid Okay Do you know that meme

I think so Where he smashes the computer Right when playing Counter Strike Is that what you're talking about Yeah Hold on where's the original Here we go Hold on a second let's get this

all right that's kylo ren in a nutshell okay take that to the bank ah brilliant google just signed me out in the middle of like live streaming thank you i didn't need access to my important document anyway so i can actually talk about tech news now i don't i think you cut it off before he really goes ham. Yeah. He smashes his keyboard. I think he uses it. It gets crazy. As far as I've heard in later years, it was all staged.

Yeah, 100% fake. When I was a kid, I was convinced he was that passionate about that game. But yeah, that's pretty much it. That's a classic right there. You know what? Maybe when you're a kid, you might be convinced that Ky it that's a classic right there you know what maybe when you're a kid you might be convinced that kylo ren's a good character yeah yeah maybe that oh wow that's a oh i hadn't even thought about it that way kylo and jar jar dude darth darth jar jar would have been a better character you see all the rumors circulating that

kathleen kennedy is going out and george lucas is coming back in dude that would be so sick I don't even think it would I think it might it's easy it's easy to say oh I want George back while we don't have him but I think we're gonna get him back no we're gonna get him back and it's gonna be like a dedicated movie about the whorls or whatever and we're gonna be like what the fuck is this shit i think i think if he came back and who was actually at the helm was dave filoni but like creative the problem is the problem is because like george lucas helped with the clone wars he helped with a lot of the character direction he helped with a lot of like the rules of that uh of that series like he had a lot of influence on that but but it was ran by different people and i think if that was kind of the direction that it went in i think

it would be good because some of his creative vision some of his character creation stuff like that is really good that's true true. I love his creativity. Or the world. Yeah, we can we can we cannot go that direction. I love his creativity. I hate it when he writes dialogue. I hate it when he is stubborn about things and can't admit that he made a mistake. That's something that really seems to have become or was always, I don don't know like a flaw in his character at some point or another like he uh he kind of retconned the

trade federation because it was just kind of complicated and didn't really make any sense in clone wars but it's like okay can you just can you just say it was a mistake then like can we so it just you just end up with continuity that doesn't make any sense whatsoever and it's like well who cares anyway i guess it's some people's attitude but a lot of people that's sort of the point a lot of people care um okay let's talk about at&t scaring customers into buying new phones there's a squirrel on my roof um earlier this week at&t decided it was a good time to send out an email blast claiming that many customers phones are not compatible with their new network and that they would need to replace them to continue receiving service.

The email conveniently does not include what the actual change is or when it will take place but is worded very urgently. Some users even posted on the AT&T forum wondering if it was a scam. It does look like one. Update needed. We'll soon be upgrading our network to use the latest whatever whenever. So if you click the learn more, it reveals a support article detailing the shutdown of their, get this, 3G network. Which isn't even happening until February 2022.

That is 18 months from now. Yeah. So with the 3G network shutting down, you're not going to be able to use your iPhone 3GS, I guess, on the AT&T network. I don't think too many people are still using those. AT&T will whitelist. Was this sent out to everyone, though?

Or was this only sent out to people using phones that are not compatible because i think it would just be people using phones that aren't compatible but your device it was sent out to people that it's not compatible that it's not going to be compatible with but they've got 18 months 18 months oh for sure if you're still using a 3gs now you might not care that's true you know but like like an 18 month update cycle might be pretty standard for a lot of people but if you're still on a 3gs it's not i just mean clearly it's you're not in a hurry to have the latest and greatest so you might as well wait until the day before they drop the support then i just think 18 months is an awful lot of time and it's not particularly urgent that's all i'm trying to say

doesn't seem urgent i'm interested in is that really what a like a 3gs era phone would look like the ui i know literally all we can see is like the top notification bar oh no the swipe up neither of those are correct unless these were like forwarded to someone else i'm actually not sure it could be to the account holder and maybe they have like a kid or something yeah yeah that's on their account or whatever there's a hundred reasons you might have this on a different device. That's fair, yeah. Anyway, the email also detailed how AT&T makes getting a new device online easy, and they even offer free shipping.

Yay! There's one other thing we promised to get through. This was posted by Pickles, lord of the jar on the forum. The original article is from Ars Technica. More than a thousand unsecured databases so far have been permanently deleted in an ongoing attack that leaves the word meow as the only calling card. The attack

first came to the attention of researcher Bob Diachenko on Tuesday when he discovered a database that stored user details of the UFO VPN had been destroyed. UFO VPN had already been in the news that day because the word-readable database exposed a wealth of sensitive user information. And in a lot of ways, and there is a note here that says, is this like vigilante justice that calls the herd and makes it stronger?

In a lot of ways, if what this person or group is doing is going around and deleting databases and just leaving the meow calling card instead of copying them or trying to sell them or doing something like that yeah maybe like that sucks that your database just got deleted but at least it didn't get looted which would be way worse unless it was looted and deleted diachenko said i think in most cases malicious actors behind the attacks do it just for fun because they can and because it's really simple to do ouch i think that's probably true in a lot of ways for a lot of these different types of um hacks in general get shrek'd all right we got to get through a couple super chats before i have my badminton session uh robert mail says

if intel releases seven nanometer before the end of 2022 i'll eat whatever ltd store hat you guys have out at that time i'm gonna make sure we have a sombrero robert a big one big you need to set like a calendar reminder for this hold that guy to it uh miat says re-youtubers complaining about cancel culture linus you're a good dude who treats all with respect. You have nothing to worry about. I have not been respectful to every person at every point in my life. And actually there was a very good point

brought up by Tasty PC about a WAN show segment that I did that was not very respectful. And I'm not going to defend anything I did. I, looking back on it, there are definitely things that I can see where I was thinking but did not express correctly. I definitely thought that by highlighting the channel at all, we were driving exposure to her. You know, the I wasn't, you know, trying to

undermine her as like, I wouldn't, basically, my policy then and now is anyone I don't respect or anyone that I don't want to grow. I will not even say their name. I will not invoke their name because I'm in a position where if I mention them, they win. If I say something positive, they win. That's true of modern social stuff as a whole. You look at a lot of different other sections like the computer hardware people seem to stay very much away from this but a lot of other sections of youtube create intentionally fake orchestrated drama absolutely all the time because it drives

uh viewership and subscriptions and and and traction across all channels involved um so like not talking about someone is a it's a much more effective way of getting them to go away so i'm not going to defend it i was rude and it was wrong um yeah i apologized i apologized to my wife too because i was like that was that was pretty rude not just to lauren but in general um you know you shouldn't have you shouldn't have your husband out there like being rude because i mean obviously she's not responsible for my actions but i think you know when you're when your life partners you reflect on each other yeah there's nothing you can really do about it so um yep i i've dealt with it. But yeah, it wasn't right. And hopefully, anyway, the point is,

I'm just saying, no, I'm not perfect. Nobody is. So thankfully, Lauren was a class act about it. And, you know, thanks to her for that. Absolutely. Yep. All right. Tommy Gunn says, will there be another Scrapyard Wars,

Secret Shopper or Tech Showdown? Secret Shopper confirmed today uh d brand is going to be our sponsor there you go it's happening nice nice uh secret shopper was really cool so that's exciting it's gonna be awesome pro gogurt uh can you do a video using liquid metal in a 2080 ti um based on the timing probably not maybe stay uh maybe we'll wait for something else to come out um not that i know anything i actually don't, but there are lots of rumors, and usually when that happens, it's, you know. Ian Melzer, does the new 40-ounce LTT water bottle

fit in the side pocket of the Moss Pack Grande? Has it been tested? Ooh, I think Nick posted about it on Twitter. Don't quote me on that one, though. I think he did. If you tag him, he should be able to let you know. Shadow says, first time catching the WAN show live. Would love a what would Intel do merch item?

I don't think we're going to do that. I don't think. To be clear, we still work with Intel. We still love. All of our contacts at Intel are all great. We love working with Intel. It's just the people who are making decisions that are not talking

to the people we work with. That's the problem. That's where they run into trouble. I have people that I would consider friends at Intel that I think are super cool. We have a sick...

I love hanging out with... We have a sick new sponsored series coming with Intel. Intel is sponsoring 24 videos where we are going to be going through one by one, once a month and doing 5,000 US dollar setup upgrades with the LMG staff. Wow. Yeah. Like, geez. Yeah. And that's pretty cool. And they're even being like crazy chill about the Intel inclusions. We don't have to, We don't have to talk about Intel constantly or

anything like that. They're like, no, we just, you know, if you want to use the products, that's great. All we care about is that some Intel technology is somehow central to the experience they're trying to have. And with our staff, that's easy. So Anthony is going to be the first one. We actually shot that today. It's going to be a home theater slash VR gaming setup. So Anthony is going to be the first one. We actually shot that today. It's going to be a home theater slash VR gaming setup. So obviously the PC is at the heart of it. He went with the Core i5. He really liked it for its high clock speeds for VR gaming, which is critical for VR. He got like a new Apple TV, great big Vizio TV. He got a soundbar. It's absolutely sick. It's going to be a great video. So it's basically just me anthony like shooting for four hours um yeah you guys will enjoy it but there's

great guys at intel that like really get it and know how to make great content engage with the community it's just the ones it's the bad apples it's the bad apples dinka fox many shows ago someone wrote a letter asking you to fix the lower third you interpreted as the hexagon logo being cut off by a pixel but i believe the letter was actually asking to fix the pixel that isn't covered on the right side oh probably i'm sorry i can't look at that right now 225 perfect says uh golf is a good walk spoiled popularly attributed to mark twain but was first used in 1948. And Twain died in 1910. Still a good quote. Yeah, indeed.

Oh, man. Okay. What else we got here that I should probably go through? Tia just says, you're missing the whole point. Oh, we talked about this one. Nope, forget it. Landon says, love the cardboard case video. Thank you.

We loved it too. We actually had a lot of fun making that. I think Possessly had limited offering. They'll pay back. Oh man. Andrew Wilhelm says, Jason had an incredible story arc and Luke's EU story arc was light years ahead of Disneyney's take insert look at the way they massacred my boy meme absolutely pretty much yeah man they could have

been like with all that eu stuff they could have just been making epic movie after epic movie for years and years and years and they just they just didn't they were just like let's see how hard we can screw this up thanks q, QWERTY22. The Gambit stuff, like the Clone Wars Gambit. Did you read any of those books? You know, it's been so long. I don't think I did. They're basically stories of like Anakin and Kenobi just going out and doing like really cool.

And you know what? Maybe they're not the best written books ever, but the, the like premise of the storyline and the mission and stuff that they're on were usually actually really cool. And there were these like one-off, like really intense missions that usually just Anakin and Kenobi, maybe some other side characters and whatnot would go on.

And I, I really enjoyed them. Yeah. Depending on bad batch news yeah there's a there's a new tv show i believe in 2021 coming which is based around the bad batch the the that group of clones um i'm super stoked about it sounds like it's being led by if i remember correctly dave filoni um i think it's going to be freaking fantastic um that's the type of direct dave filoni leading things is like the type of

direction i want things to go in i really liked the clone wars animated series uh and i i ahsoka is fantastic she's wonderful character she probably has a decent amount to do with this that would be cool i don't know yeah it's exciting um this is a 200 super chat from le quebecois glace uh the frozen quebecer i wonder if you've seen the leaks about the oculus quest 2 uh no so i'm looking at it now there you go facebook's first new lens since go apparently so that's pretty cool integrated audio as long as it doesn't suck valves integrated audio is excellent evidence mounting through the year all right well apparently there might be a new quest that would be pretty sick quest is pretty sick i'm into it all right that's it for the

show thank you for tuning in guys we will see you again next week same bat time same bat channel bye bat time same bat channel bye time to go play some batty singles get my butt kicked by a girl it's gonna be great i'm actually excited i'm gonna have two really good matches today that's awesome yeah my sweet