Better Offline - The Anti-Consumer Electronics Show with Steve Burke

Episode Date: January 14, 2026

In this episode, Ed Zitron is joined by Steve Burke of GamersNexus to talk about AMD, Lenovo, NVIDIA and Intel’s CES keynotes - and how the tech industry has turned its back on consumers in favor of growth.Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful! GamersNexus: NVIDIA's AI Bubble: https://www.youtube.com/watch?v=mFG3Ah-zf18 AMD Failed Us: https://www.youtube.com/watch?v=WsCrKGY9F1o Intel Pulls An NVIDIA: https://www.youtube.com/watch?v=8wNnLtsxNkY "AMD & NVIDIA Abandoned This Segment" | Intel Arc GPU Factory Tour with Sparkle: https://www.youtube.com/watch?v=YwrUxG26ulk Support GamersNexus’ AI Surveillance Dystopia Series: https://store.gamersnexus.net/ai-dystopia https://www.youtube.com/gamersnexus https://gamersnexus.net/ https://bsky.app/profile/gamersnexus.bsky.social https://x.com/GamersNexus CES Videos: Lenovo: https://youtu.be/vAa8ITmv54I?si=vfYqWhkbqGPa1avV&t=288 NVIDIA: https://www.youtube.com/watch?v=0NBILspM4c4 AMD: https://www.youtube.com/watch?v=TvBNWbFK2lY Intel: https://www.intel.com/content/www/us/en/events/ces.html YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more. --- LINKS: https://www.tinyurl.com/betterofflinelinks Newsletter: https://www.wheresyoured.at/ Reddit: https://www.reddit.com/r/BetterOffline/  Discord: chat.wheresyoured.at Ed's Socials: https://twitter.com/edzitron https://www.instagram.com/edzitron https://bsky.app/profile/edzitron.com https://www.threads.net/@edzitron Email Me: [e-mail] omnystudio.com/listener for privacy information.

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Hello and welcome to Better Offline. I'm your host, Ed Zittron. We're back in the normal verse after 19 hours of CES coverage as ever buy the merchandise in the links in the show notes and subscribe to my freaking premium newsletter. Got a banger of a beast coming out Friday. But today we're talking once again to the incredible Steve Burke of Gamers Nexus. How you doing, Steve? I'm doing well.

How about you? Doing all right after post CES and just feeling like I was drowning in nothing is the best way to put out. Yeah, I mean, it was definitely the keynotes were a lot of air. Yes. Yeah. I mean, we can start with Invidia, I think, because I watched that one in person. And the funniest thing was we get there and they're like, there's, you have to do this is like a massive line round around the corner. and then there was a different line where everyone lined up only to find out that that was actually the line for the viewing party.

And then they let us in and it was standing room only. Then someone came around and said, actually, there are seats. And then the actual presentation felt like they just stapled together a few GTC speeches and then gave up. Yeah. Like, go on. The NVIDIA one was like That one I was watching with someone on the team

And I want to say the whole thing Was maybe like 92 or 93 minutes And then they had the lead in as well And it was You know the frustrating thing for me was They had actual news It's on the consumer side They had some news

The DLSS 4.5 and some other stuff Didn't really get a mention at all in the keynote And then even on the enterprise side It was like they bury the Vera Rubin stuff an hour deep. And they had published this huge article that was actually pretty interesting on their website about the architecture. And none of it made it in. What was weird was a lot of the Vera Rubin stuff wasn't new though. Like they announced the six so-called new chips that went into it.

That was all announced like every single one. And they didn't even talk about the interesting part, which was they really buried the fact that, yeah, the actual, the next stage of this, whatever this is to make it faster and whatever, isn't just the power of the GPU, but the surrounding hardware, the networking, the RAM and so on and so forth, and storage, which is actually kind of interesting to me. None of that shit, no. No. No.

Yeah, and Intel did a similar thing where Intel reannounced Panther Lake. They had a little more detail this time, just I guess like Nvidia had a little more detail, you know, on Vera Rubin. but ultimately it's a thing that was announced months ago. And it was just, I don't know, the whole show was kind of weird. I think easily the worst CES that I've ever personally witnessed. And yeah, it was, it's just there's a, the strangest thing to me was when AMD pulled the White House up on stage. Yeah, actually, I missed AMD.

Tell me what happened in that one. We can go back to Invidia in a minute. I missed AMD just because the concussion I sustained watching Jensen talk. But what happened with AMD? What did they do? Yeah, I think if you watched another keynote after that, he tried up in the hospital. So, yeah, it was, AMD was, they, so they have a new CPU. They have a 9850 XPD, which is a refresh and a little bit faster clocks, like 400 megahertz or something.

did not mention it a single time. They talked about their Helios rack, so they're kind of Vera Rubin, you know, equivalent discussion. So AIGPU racks. Yep. And then the part that was strange and different from even NVIDIAs was when they pulled up,

I think his name is Michael Crassios. He's a technology policy, head advisor for the White House. They pulled him up on stage and had this clearly rehearsed, scripted conversation. And this is the guy who is leading sort of the federal government charge on stripping down states' rights for data center and AI regulation. And even on stage, he was talking about how they've been getting rid of these obstructions to AI and data center development. and it's just, I don't know. I was like, I don't know what the fuck I'm watching because it's like, it's CES, which is put on by the Consumer Technology Association.

And they have a consumer product. They didn't mention it. And now we're having a White House government policy meeting on AI on stage in front of an audience. It's like, what am I watching? Yeah. And on top of that, didn't Greg Brockman from OpenAI show up? Yeah. That fucking guy, AI for everyone everywhere or everything at once, I guess.

Yeah, he, I don't, I don't know, man. He like told some stories I question the veracity of about how AI has saved the lives of people and blah, blah, blah. And then they talked about a child management optimization. What? What? he had a line about do everyone you know raise your hand if you've had an important moment in your life and something has happened to you like the birth of a child and I'm not even I'm not trying to make it ridiculous like that this is basically what he said and audience is dead silent you know and then he talks about how yeah the goal is to like get there and have AI provide these or help with these important moments and optimize them And this is after he's talking about managing, you know, children. And you had, of course, Sam.

I love managing children. Well, I had Sam Altman on a... Oh, Jimmy Fallon. I love going on TV. Just be like, I don't know what to do. Chat GPT. Yeah. It's so weird.

It feels like living... It feels like living through a giant gaslighting. Just like everybody pretending. And I'm going to guess... I'm going to guess nobody brought up the data centers they're meant to be building for this year either. just were like, we love, we love number go up, don't we folks? Yeah, I mean, they didn't, there wasn't any detail really. Yeah, no specifics. And also to your point, consumer

electronic show, consumer for the, for the consumers. Yeah. Nothing. Again, owned by the Consumer Technology Association. So it's like, I don't know, the whole thing was just, it's fine. If that's what you want it to be fine, right? But, like, that's a different show than what we were promised. And back to Nvidia for a second. I will also say that it was, fuck it. I give Jensen Huang some real credit here. And that's, if you are going to start your, it's your, it's really a make or break year for AI.

The first thing I think when I'm thinking, AI, make or break, I've got to really blow the stocks off is half. of the show like 45 minutes straight about the fucking Omniverse. Oh yeah. I sat there and I had David Roth from Defecto with me trying to explain what the Omniverse was and just being like, I think it's computer simulations.

Yeah, that's, if you're talking about Nvidia's Omniverse, yes. Yeah, it's there like you can use it, if I remember it correctly, you can use it to make digital twins of things. Yeah, like, or at least that's their buzzword for it.

But yeah, they've had some examples in the past. I've using it for like logistics mapping and for planning around things like typhoons and Taiwan and simulations. Yeah. Interesting. Yeah. Well, interesting isn't the word. It wasn't interesting. It was so very, it was so very boring.

Well, you know, I've seen, but I've seen some, it's funny, some of the limited. sort of pushback I've seen online against the negativity about what's going on right now has just been, well, why is everyone so negative? Everybody's, everyone's very critical. Everything's dumerism. It's AI doomerism. It's, you know, it's very negative. And, you know, I read that stuff, and I try to factor it and consider it.

And, like, we ran a piece that was really positive today as a pallet cleanser after CES, because CES was actually genuinely awful. What do you think about that? Because that's, that's, I'm sure you see that too. Well, I mean, when he says AI Dumerism, is he talking about the people saying that the bubble war burst? If we're talking Jensen Juan, then I think, yeah, he just did an interview with some podcast.

I think it's called No Priors or something. Oh, yes, it was. would be no prior. Yeah. And so in that he said, for him, I think Dumerism is to use his words, like the science fiction version of AI in the future. Okay. If he's saying that's bad, I agree, because, but not for the, he probably says it's bad because he doesn't want people to be scared of AI, so they keep buying it. I say it's bad because it's a lie, because they're lying. They're lying about it. They're just, they're making stuff up.

It's just, just lying. Well, it's interesting, too, because you could spin that both ways. It's like, it could be the, well, if we're talking about the companies, you know, their version of AI in the future is also a science fiction. It's just the Utopia version. Yes. And like, there's, yeah, there's ground between Terminator and Utopia. But it's kind of a hand-wavy, disperionable.

dismissal, right, to just be like all this negativity is unreasonable. And in that same interview, he was talking about how it's sort of hurtful, I think, was the word he used or harmful. Sorry. And, you know, damaging. And the general vibe I got was like this negativity is hurtful to society. as a whole. Can't you please buy my product? Well, that was the weird thing as well.

They did the whole Vera Rubin song and dance at that presentation. And they didn't, they're not talking pricing yet. They're not talking about anything. And then they made the comment where it's like, and Vera Rubin is now in manufacturing. Yeah. And dead silent, just dead silent, partly because that doesn't mean anything. I assume, I'm going to be honest, I assumed it.

was in manufacturing. They're meant to be shipping them soon. Like, right. What was people, were people like, oh, they haven't put them together yet. They just, I don't know. And there was that, I think it was Patrick Moorhead as well during it who was saying like, yeah, and the crowd went wild, which it didn't. This crowd, the crowd went, to quote someone on Twitter, the crowd, the crowd went mild. It was the best way of putting it. Yeah, you could hear like a couple claps, you know. Yeah. And I could, I've never, and I've watched a lot of press conferences, good and bad. I've never heard a comment. I've never heard a off. And it was just like,

very open. Yeah, I mean, if you dropped your phone after that, you would have heard it on on the crowd mic. But another great part of that was the robots. And he brought in the robots, which I did not realize was Star Wars robots. He kind of muttered it under his breath. And I thought, oh, he just thinks Star Wars is about robots. I just thought it was like almost a boomery thing. We were just like, yes, you know, robots. But apparently it's the robots from Jedi Fallen Order. It is, yeah. That's so weird.

Because he brought them out. The only reason I know that is because they brought them out last time as well. I think Computex or GTC. That's so sad. Yeah. And so last time they brought them out, that was when he was, I don't know if he was actually frustrated or if he was like joking and frustrated. But they weren't responding to the commands properly. And they got kind of stuck.

The green one wouldn't move. This time they responded to the commands more. But it was strange because he was using the second person, you, from that point on. And sometimes it wasn't clear to me if he was talking to the audience or to the customer or to the robots. And he was talking to the robots. He was like, there was one, I didn't talk about this in the video, but there's a clip we've used where he says, he's talking to the robots. And he says, and we're actually going to give, you're going to be born in these systems. Yes.

That was so weird. Yeah, this like give birth, you know, and then he cut himself off. I was like, what the hell? It was so straight. And he was like, and he talked to them for what felt like an hour. It was like, they're 20 or 30 minutes. And he was like, you're good. This is how we build you.

And he turned and he looked at the picture of the robots behind him that was from GTC. Like, we've seen that. picture before. He's like, this is where we're trained. These are your, these, they're like you. These are your friends. And it's just like, mate, you were wearing a, I assume, $25,000 leather jacket. Your company is the largest on the stock market. Why are you talking to them, to quote David Roth from Defecta, like you're offering them skittles. Like, it was so bizarre. It, it, I think that we're going to look back on that press conference as like the top, because I went and I rewatch GTC, 2025. I watched some of his other, like, even these analyst things.

He used to have this like, braggardacious swagger. He would trot around. He had a big smart. Even last CES, he had, he did the Avengers sheet, like the Avengers shield. They're going to email me about the Avengers shield. The Captain America Shield thing. And like he, he felt kind of like up and at him.

This time he was like, ah, you know, got some shit, I guess. You want to, look, we're going to maybe do a, I didn't even catch that they're planning to do a robotaxie service. Yeah. I was watching and listening, but it was not super obvious. Yeah, I know some people who tried it and were like actually impressed by it.

I mean, it's a robo taxi. We've, like, cool, but like, but just also like you're invidia. What are you doing? Yeah, we went back on the team here and we were looking at some of their older keynotes because I was basically, Like, has it always been?

Like, I'm just not remembering it right. And no, I mean, they were a lot tighter in the past. Like, if you go back to 900 series, 10 series era keynotes. And how long ago is that? That would be 2015, 2016. Right. Maybe 2014. Yeah.

And yeah, so you go back to that range of two to three years. And generally, they were tighter together. It's interesting how much, I mean, we all change. Certainly, I've, my hosting style has changed on. camera. You know, if you're 10 years apart, then yeah, it's like totally different person. But it is interesting, though, to see his change in particular where the gaffs and the sort of silliness back then, they were more of like your uncle is telling old tired jokes that you've heard a million times. But, you know, but it was like, it was a likable style. And that, that

Now, it's just like, instead the jokes are things that, I don't know, you're just kind of like, what do you shut the fuck up? Can you tell me about, do you have a graphics card you could show me? Can I see a graphics card? What are you talking about? Yeah. What do you? And he also seemed, I'm just psychoanalyzing Jensen Wang here, but he seemed unconfident.

Like, even when he was being a huge asshole last year when he was like saying, you broke the audio thing to the guy he named. Right. Even then he seemed confident. He seemed excited. He was kind of like, yeah, let's go. This year he was like, and we've got some, you want to see the omniverse, I guess? Look, Vera Rubin, it's so powerful. There were less slides. Yeah. He actually, I wouldn't. I mean, he just kind of seemed like he didn't have anything new, probably because he didn't. it's so weird though because like at least with and not to make it all about gaming but you know it's it's kind of like if you're going to make space for robo taxis and for robots and AI and omniverse and okay so there's a little carve out for everybody everybody's out there 10 or 20 minutes and it's the gaming stuff it's like there was actually new stuff there and it could have replaced any number of other things but I don't it I was almost just uncertain if do they feel like the gaming topics sort of devalue what they do in the business enterprise world? Like if they if they talk about gaming for, you know, five minutes in the keynote, are they worried their stock price is going to go down?

You know, like I couldn't figure out why it wouldn't get a presence. I mean, I think, I think they're just scrambling. I don't think they know what to do. anymore. There's a lot of the kind of key jingling going on. I think they just like, ah, fuck. But even then, that was what, that's actually, I don't know if I actually agree with that thinking about it, because why did you talk about the omniverse? Why talk about that at all when you don't appear to be able to explain what it is? But I think, I talked to a few analysts afterwards as well, like good ones that actually know what they're talking about. So, none the ones on Twitter. And all of them pretty much came to the same conclusion, which was

This was a half-hearted attempt to claim the GPUs can do something else. Oh, yeah, sure. Yeah, trying to start creating a carve-out for if interest wanes or whatever in the other, you know, an AI or other applications. It didn't really work. No. Because it was impossible to, it was impossible to actually divine what it was they were selling. Also, it didn't help that that morning, the information put out story saying the Omnibus sucked.

that like nobody would buy it. But that was crazy though. That was one part of that story that I'm unsurprised that they didn't talk about on there. But apparently, Nvidia has been paying the cloud, they've been paying various cloud providers money to rent capacity so that people can do Omniverse stuff. Oh, for Omniverse specifically. Yeah. But it, I mean, it sucks.

Like it doesn't work so good because also I, digital twin stuff is. been around for a while. And I also think must be small. Yeah, it is interesting. Like, I mean, that is one of the ones where the first time I saw one of their digital twin demos was before they were throwing around AI as much as there. And I was a buzzword. And I mean, I do remember.

I was like, okay. Yeah, no, this, I kind of get this. This. Because the example they were giving at the time when I first really saw it was they had a weather simulation, but they also had a warehouse simulation, and they were using it to show, you know, at the time, instead of AI, it was more commonly referred to as like machine learning. Right. And using it to show how you might digitally replicate a warehouse and all the stocking

and then map out how people and robots move and interact with the warehouse. Right. Like, okay, this I get. I mean, this is like... Yeah, it may. It makes sense. It isn't a complete vaporware product. But they're not really, like, that's already been done.

You know, that's been, they showed that a long time ago. Yeah. It's also just not a sexy story, even though it's very likely useful to someone. It's definitely not an interesting story at the Consumer Technology Association's CES. You know, it's like, oh, oh, great, cool. I'll, yeah, I'll get right on. So I as a consumer technology person will look forward to doing some. And it was also not obvious what it was meant to be.

Like he didn't do like a traditional product rundown. And while one could argue the people that want this don't need that, it was still a keynote. Yeah. It's still a keynote. You're meant to be showing things at the keynote. Yeah. And I mean, I think also he did mention Palantir like three times.

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The worst? Yeah. Me. Is there anything to the idea that because you're from Harvard, uh, you only got in because you're parents. made a huge donation. The group. The yard herds, right?

That's the name. The Harvard Yard. They're open. Do you have a name suggestion? We're open. Since you guys are middle-aged. One erection. Listen to humor me with Robert Smygel and friends on the I-Heart Radio app, Apple

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We're two men who were completely clueless to reality TV, who now have covered Dancing with the Stars, traitors, and we're gearing up for the season finale of Survivor. So yeah, now we're experts. I know we annoyed a lot of our listeners by our severe lack of survivor knowledge. That is the point of the show. I'm just going to remind you. I have watched some Survivor.

I obviously haven't watched enough. Did people not like it? Yeah. Just because we... Yeah. We'll be recapping the big conclusion at the 50th season from the final attempts at gameplay

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or wherever you get your podcasts. When you listen to podcasts about AI and tech and the future of human beings, The hosts always act like they know what they're talking about, and they are experts at everything. Here, the Nick Dick and Poll Show, we're not afraid to make mistakes. What Kugler did that I think was so unique. He's the writer-director. Who do you think he is?

I don't know. You mean it the, like, the president? You think Canada has a president. You think China has a president. Those law crusade. God, I love that thing. I use it all the time. I wrap it in a blanket and sing to it at night.

It's like the old Polish saying, not my monkeys, not my circus. Yep. It was a good one. It is an actual Polish saying. It is an actual Polish saying. It is an actual Polish saying. Better version of Play Stupid Games, win stupid prizes. Yes.

Which, by the way, wasn't Taylor Swift who said that for the first time. I actually, I thought it was. I got that wrong. Listen to the Nick Dick and Paul show on the IHeart Radio app, Apple Podcasts, or wherever you get your podcasts. Just reading a quote from the information, the problem might be that, and I quote, developers who have used omniverse tools for building and simulating scenes and objects often say the software was hard to use, that it easily broken, that its features felt incomplete. So who knows what could have happened there? I don't know. I think, but Nvidia actually announced

stuff, though. They just chose not to announce it at their announcement. Yeah. I mean... Great. What did they announce? Because I truly missed it. I truly, I was there. Yeah, it's like it wasn't huge, but... Also, they had, they've had announcements in the past that weren't huge. So, like, back of the day when they were pushing, I'm trying to remember the name of it, it was like game something. Anyway, they had a program where GameWorks, that's what it was.

It had some controversy over the years, like all their products. But even when it was just GameWorks where they were, hey, here's some developer tools to make graphics look better, easier was kind of the pitch. and even when that was it for their announcement, they didn't have new GPUs, they would still find spots to talk about it on stage at keynotes at these very shows. Yeah, this time, I mean, they had DLSS 4.5.

And that's the thing that you can upscale, right? Yeah. Unless I'm misunderstanding. Yeah, it's kind of like more, they've rolled in a bunch of things to it now. So it's a general blanket name to describe the upscaling solution. and also frame generation and things like that.

Right. So, yeah, now they have an update to their model. They ruled out a Transform model last year as opposed to the CNN model previously. And we tested that last year. It was improved. And then their new one that they have this year, the half-step iteration, actually directly fixes and resolves most of the issues we found with the previous one. that's cool yeah I was like okay cool yeah they're doing stuff they you know they took the feedback they fixed it and then they don't really show it anywhere um which is kind of disappointing but

uh and so so that allows you to run games at a higher resolution or is the frame rate high just for the yeah yeah so it sort of fakes it it basically you can run the game as far as your computer is concerned it's being run at a lower resolution so there's a lot fewer pixels, which reduces the load on the GPU, especially. So if you're on an older GPU, you can more easily run the software at a higher performing frame rate to get a better experience. And it then upscales that lower resolution native render and stitches it back together by using machine learned upscaling.

And it's one of the use cases where it's like not just. bullshit two letters AI you know like it actually does something and so yeah you get there's there's actually instances now and this didn't used to be true but there's instances now rarely where an

upscaled output can at times be better than a low resolution native output a lot of that has to do with replacing what the game is doing so if the game is doing like a temporal anti-aliasing and you replace with DLSS it's going to look better

So like it's a, I don't know, it's, that's one of those where it's like the fake frames thing, not the biggest fan of, but generally DLSS and the upscaling, I think it works fairly well. And they've actually improved on it. And they've actually addressed the criticisms. And it was nowhere to be found in the keynote. Yeah, that's, I get, well, I guess the argument being the, okay, they're not going to talk about why you don't need a new GPU. Fair, yeah.

But they can say AI. They can say AI, so it's a really difficult one for old Jensen. But, you know, moving off of Nvidia, I didn't catch it. What did Intel do at CES this year? What are they up to? Intel does have actual products that are potentially promising. I mean, they've got 18 angstrom rolling their new process. And what is that?

That is their new process node where Intel, for a while now has had to rely on Taiwan Semiconductor manufacturing corporation TSM to make their parts. Intel historically has fabbed all of its own silicon and then as its process technology fell behind and it started losing the race to TSMC they had to take their own in-house products and get them made by their fab competitor and now they've gotten some of their fabs operational

like one of their new ones in the U.S. at least one. It might be two. To where they're producing their modern, more competitive process technology, 18A, it's called. And they've rolled out things like backside power delivery, which is a more efficient way

to deliver power into the CPU. It has some benefits where the frequency can be uplifted a little bit, a couple percentage points, single digit percentage points. And so there's actual technology improvements there. Like NVIDIA, the actual technology and improvements and the engineering got almost no airtime

at the show. What did? AI. Oh, what? Yeah. I was so disappointed because it's just like, man, so you re-announced Panther Lake, which they announced in October, I think it was. And Pathlake is the new CPU. Yes, thank you. Yes, the new SOC solution. CPU and yeah for

mostly for mobile products handhelds laptops cool and reannounced though yeah and and it's kind of like the backside power delivery is not a new technology but it's kind of new

for being deployed in actual things that you can buy and if you're going to reannounce the existence of the product I feel like you might as well take the time to just go into detail on the cool engineering that makes it actually interesting and potentially competitive.

But instead, yeah, they reserve all that time for, you know, the usual revolving door of executives and suits to come talk about AI. But what are they even doing with AI? I don't know. Oh. Oh, okay. I don't know. That rocks.

Like, you've been in this, you've been in hardware for decades now. You just, who the fuck know? Great stuff. I was like, Intel, it was. it's weird so i would say if i had to rank the keynotes uh least least worst to best worst nice okay it would be i think intel was the least worst they were not as bad as the others i watched them among the first uh little did i know at that point it would get worse from there so i i put intel at the not as bad scale uh and viz in the middle amd's honestly

for me, theirs was the worst. I really wish I'd have watched it now. Oh, it's, it's on, you're welcome. It's still out there. You got now to spend? I could hit myself in the nuts with a baseball bat, and that's just really, that's, that sounds more fun. It is, it is really depressing, though, with Lisa Sue, because even a year ago, I would

have been like, okay, Lisa is the smart one. Yeah. She's not going to do the key jingling. but I guess not. I guess it's all keys from here on out. Yeah. Yeah. That's so, it's so weird.

And I mean, I mentioned it earlier and I've, I need to put this in an episode versus just a newsletter. But they announced this deal with Open AI back in September or October last year that they were going to build. They were going to have the first gigawatt of MI 450 instinct whatever's in a data center this year. And I feel like I'm going. insane because nothing has happened. They haven't raised their guidance. They haven't changed anything. They're not acting as if they're going to build it. They're just like, look, it's Greg Brockman. You love him, right? Yeah. And he just turned like the least charismatic man. Yeah, Star, Stor, Jensen Juan, his leather jacket. Just like, hey, guys, yeah, you know, imagine if your

children could be raised with an AI, wouldn't that be good? Well, it can't do that now. In fact, it can't do very much. But what if it could? Welcome to AMD. This is the consumer electronic show. We have no products. Goodbye. Yeah. I mean, it's,

AMD's in particular, it was just like, your count on lease is interesting because, you know, Jensen absolutely is, is intelligent in multiple different ways. Right. And so is Lisa,

they both have originally at least an engineering background. I'm not sure that they do much of that now, but it's not a slight against them. But, like, Lisa, I would say, has had a fairly clean reputation of kind of a no-bullshit straight shooter. Yeah. You know, welcome to our show. Here's our stuff. See you later.

And she's still, I would say, it's still more of a straight shooter than Jensen. But it's just like, I don't know, I watched the ND keynote. It's like, oh, okay, you're all doing sort of the same type of thing. right now with the companies because it's the same government policy discussions on stage. It's the same AI, B2B enterprise obsession, data centers. And you just kind of go, oh, I thought maybe you were different, but, you know, I guess not. You are not only the same. You're really the same.

Like you were just, it's also very strange based on the history, the modern history of like AMD versus invidia and Intel and such. watching AMD being and also ran. Like usually, like I, I don't know, I'm not anyone near as faith and this is you, but like, I had reached a point where it's like, wow, MD isn't a company that jumps on shiny objects. Or if they do, they do so with consideration and thought on how it might. Now it's just like, yeah, we're going to do AI GPUs. You know, the ones that are so expensive that the only way you can buy them is using debt. That one.

That's what we're going to, everything is on this now. Yeah, and it's the thing I find, if I try to take a devil's advocate position, I think the thing I would say would be, well, but if they don't try at all, then they get completely left behind and there's zero competition for NVIDIA. I don't know the best responses to that, like other than, well, you could do it in more moderation or do we really have to try though? but, you know, I think that's probably the response is like, well, what do you want them to do? And that's what I see a lot of that when I read a lot of the initial comments on content from a place of like actually trying to gather sort of feedback. I would say the general sentiment definitely, at least on our channel, is aligned with kind of how you and I are both talking right now. If you look at the people who are more cynical of the negativity in good faith, I think they, I do think a lot of times it comes down to, well, what would you have them do? Almost as if to say, not pursuing, you know, infinite money glitches is impossible.

Like you have, you literally have to pursue an infant money glitch in this market. I think that's probably the argument. Or maybe that it's idealistic to assume that they wouldn't, right? I think the, no, I think you're right. It's just the level of maybe they're making the money now, but I don't even know if AMD's data center revenue. Like, so hit 4.3 billion in Q3 2025. I mean, it's like, okay.

you can get that money, the stock, it's good for the stock and all that. But at the same time, how do you walk this back if you fail? How do you walk this back? Because that's the thing that I keep saying, because putting aside how anyone feels about AI in any particular moment, it is proof that this is not coming out of cash flows, that this has to come out of debt. And AMD staking their entire future on this, it just feels, it feels chaos. It doesn't feel like a strategic, there is no strategic moat. They're not trying to be, I'm sure that they'll claim there is something.

But they're trying, like, there's no real difference other than they're not as powerful and they don't have Kuda. They're trying with HIP-D-F, I guess, which is their version of Kudor, kind of. Do you think, if this all implodes, do you think, I saw a comment that was interesting to me were no particular evidence or anything, but the guy. just said if it all collapses, he thought AMD would get screwed the most because he said they just don't have the cash reserves to deal with a collapse like Nvidia does. I mean, what's your take on that?

I mean, let's see their free cash flow. 2.4 billion. I mean, it really comes down to the cash in hand, which I'm going to look at live on air. So they got about $5 billion. Let's see. 7 billion on hand. I mean, when a crash happens, I don't think it's something where Nvidia dies or AMD dies. I think Oracle could. I think Oracle has negative $13 billion of cash flow. They're fucked. But with AMD, it's like, I am not super familiar with their

finances well enough to say, oh, this will mess them up. That being said, they have a much, much, much smaller cushion. Right. Like, their cushion is, like, Nvidia has like tens of billions of dollars in cash. I think, AMD, AMD as well, their business, they've really had to yank their business. Yeah, they have about $7 billion in inventory as well. They've really had to yank their business towards AI, rather, and they've had to rush to catch up, which is not great if this explodes. The longer it takes for this to explode, the better it will be for AMD, just because they will be able to make some sales and actually get some instincts out the door. it breaks in the next year, they're in real trouble. And also, I personally am looking forward to

watching all these companies have to explain what they were doing. Like, hey, like, ideally in front of a congressional committee. Yes, exactly, or like over a shark tank or something like that. Because it's just throughout CES, oh, actually, I'll give you a great example. The worst presentation I watched was actually yesterday. Okay. I watched it on the fly, and it was only five minutes and it pissed me off. So Lenovo. Uh-huh. You remember Lenovo? They make laptops and such.

I remember that. Famous laptop company Lenovo. So they rented out the Las Vegas sphere. Okay. And they get up, I'm wondering if I can actually get this, get the quote of what the CEO said. Because the CEO got on stage. Don't remember his name, not going to lie. Let's see.

Here we go. Here we go. And I quote, nowadays, AI is no longer just generating answers, writing code. creating images and producing videos. I mean, citation needed. AI is quickly evolving and gaining new capabilities, sensing our three-dimensional world,

understanding how things move and connect, learning our logic and complexity, and interacting with reality in ways never seen before. AI is everywhere. So, based on that, you would think that they would have something new. What they actually had was an AI called Kira, Q-I-R-A, that was, they called a super-agent, and you'll be shocked to hear it can see.

summarize things. It can tell you what's on your calendar. It can look things up. The worst part was because the CEO came on did his kind of like word vomit and they just walked off. And this spokes, this unnamed spokesperson, this woman comes on and he's like, Kira, what do you see around you? And it goes, I see we're in. It's a big screen and this, that and the other. And they say the size of the screen of the sphere and it's wrong. It was just, just immediately. But also it's like, wow, that's so new, except multimodal AI has been around for years. So, and then she says, well, Kira, when I have some time later, what should I get for my kids? So it's just like, oh, great.

Yeah, you fucking, I'm, I am, I don't give a fuck about my family. What can I do? I'm an awful parent. What should I do? Yeah. I'm too busy rebranding a chat bot as a new thing. And I shit you not. It goes, Las Vegas's fashion mall has some luboos that kids will go crazy for.

And I was just, I was on a plane so I couldn't make the noise I wanted to make which was just a guttural raw. Just, just complete disgust. Another podcast from some SNL late night comedy guide, not quite. Unhumor me with Robert Smygel and friends. Me and hilarious guests from Jim Gaffigan

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Yeah. Me. Is there anything to the idea that because you're from Harvard, you only got in because your parents made a huge donation. The group. The yard birds, right? That's the name. The Harvard yard, but they're open to change.

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Let us show you at iHeartadvertising.com. That's iHeartadvertising.com. Hey, everyone. It's Ryder Strong and Will Ferdell from PodMeets World. And now the PodMeets Twirled podcast. We're two men who were completely clueless to reality TV, who now have covered Dancing with the Stars, traitors, and we're gearing up for the season finale of Survivor.

So yeah, now we're experts. I know we annoyed a lot of our listeners by our severe lack of survivor knowledge. That is the point of the show. I'm just going to remind you. I have watched some Survivor. I obviously haven't watched enough. Did people not like it?

Like what was just because we? Yeah. We'll be recapping the big conclusion at the 50th season from the final attempts at gameplay to the desperate pleas of finalists to a bunch of, ha, who.

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What Coogler did that I think was so unique. He's the writer-director. Who do you think he is? I don't know. You meet the, like, the president? You think Canada has a president? You think China has a president. Lozah Crosette. God, I love that thing. I use it all the time.

I wrap it in a blanket and sing to it at night. It's like the old Polish saying, not my monkeys, not my circus. Yep. It was a good one. It is an actual Polish saying. Yeah. It is an actual poem.

Better version of Play Stupid Games, win stupid prizes. Yes. Which, by the way, wasn't Taylor Swift, who said that for the first time. I actually thought it was. I got that wrong. Listen to the Nick Dick and Paul show on the IHeart Radio app, Apple Podcasts, or wherever you get your podcasts. I have their press release here and it says it is AI.

But did you know their definition of AI? No, tell me. Because it's not the same as everyone else is. There's Lenovo Kira called a personal ambient intelligence system. That's ambient intelligence AI. It says, well, we'll begin rolling out on Select Lenovo and Motor. all our products and it's yeah so it's going to help people move more easily between PCs, tablets and phones by keeping tasks connected. Again, see Google Calendar or any calendar app.

Yeah. It was it and like the sphere is that probably cost them north of 10 million dollars to rent that. And then probably that spokesperson was deaf. I don't know if she worked for Lenovo. She was very clearly like a season. actor. Right. In the sense that she was lying. But it was just, it was remarkable because it's, it was just, I've watched a lot of CES keynotes. I've gone to a lot of CES and I've heard a lot of bullshit. This feels like, this feels like just the year when everybody just gave up on trying. They were just like, it's a large language, it's AI's large language model good. You like this? And they were claiming it's their own ambient intelligence.

You'll be shocked to hear it's just connected to Microsoft as you're. Great, yeah. And then right at the end, she's like, and here I have a proof of con. And to be clear, this was like minutes of her just doing the classic LLM bullshit. And right at the end, she says, I have here a proof of concept. And what it is is it records what you're saying, but only when you give it permission. Oh, oh. And it transcribes everything.

But it's also just, yes, I also don't trust that. But on top of it, it's like, wow, a device that records you and transcribes everything. You don't even need AI for that, right? Like, Otter, or literally any LLM will do this. I mean, it's almost as if nobody has anything. I mean, Lenovo did have this really cool unrolling screen situation. That was pretty cool. I like that.

They didn't show that. They can't show that. You can't be showing interesting stuff. You have to show slum. Well, you can't show the screen products. inside of the giant Las Vegas screen. How would people possibly see it? It's so

weird. It's I don't, so is is, um, I don't know, I kind of, I almost, I want to come back to this, uh, negativity topic a little bit because it is something I've been thinking about a lot lately, which is like, it's, you know, we're trying to balance as best

we can palate cleansers of, there's a lot of bad things. Uh, let's make sure we're still trying to get some coverage of good things, interesting, fun, education, whatever. But not to the point of it just being for purposes of, you don't want to hide from reality, right? Yeah. So there's got to be a balance. But I just, it, for me, the negative things that are going on right now and the tech industry have become so intertwined with global.

economics and politics that it's a lot worse, I think, than just this series of GPUs is bad. And you're not going to like the frame rate with them. It's a lot more wide-reaching, and I have a hard time. Like, the negativity for me or the criticism, the cynicism,

it's not an act. It's, I actually am very concerned about the direction of where things are headed right now. And so I don't know what you... You know, it's like, I don't know what to say to someone who's like everything's so negative. Because we put a couple pieces out that are more positive, but you really, you're just kind of hiding from reality at some point. Yeah, it's weird as well because, I mean, we did 19 hours at CES

and I asked everyone, did you see stuff you liked? And I shit you not. the most consistent thing I got was, yeah, I saw a battery I liked. And every, like, Corey Docterow found a plug that he really liked. Okay, like that goes into a wall. Yeah, like a British plug that has a satisfying metallic click. That's nice. Yeah, but that's the thing.

I'm not even trying. Why can't you be happy, Ed? Exactly. Exactly. Look, look, plug. Plug. Click. The thing is, I love my doodads, my gizmos. I love seeing, like, the big TVs were nice. There's big old TVs. We like a big television. There are some computer cases that looked interesting.

But even those are... Well, so even those, the public doesn't know some of those yet. They will soon. But the preview is that even the cases that are nice are nested in bad things that are about to happen. And it's because the companies like the computer case and the cooler companies cannot survive when people can't afford to buy a stick of RAM. Oh, yeah. There's like, as of the last week, two major companies in the computer case and cooling side have terminated basically their entire staff for one of them and then a significant amount of

the staff for the other. And so it's, and these companies are companies that just showed actually pretty cool cases at CES, you know, but then it's, it's sort of the last hurrah of what they can get across the line. And then they're just out of money. Yeah, it's, I mean, I, I don't know, I have also had the opposite, like a few weeks, like maybe a month ago, I had, I was like, I like the iPhone air and I got so many comments people that you fucking chill. You thought, You could fucking chill. Apple, it's true. Apple has tons of shitty things.

Like, their app store is a horrifying mob-like thing. They won't take, they won't take X's child porn generator down, but they will take down, like, the ice app. Like, it's very, yeah, it's very, like, there are tons of bad things. But at the same time, to your point, yeah, being negative is kind of just telling people what's happening. Like, the RAM crisis in and of itself was a big. conversation during the show. And it's like, yeah, everything is going to get more expensive

because of this. And I think it's hard to not be negative. Trying to be positive right now makes you sound like an insane person on the everything at being like, this is the year that agents take over consumer. You just have to just start lying. Like you just have to just start lying. Like you just start lying from it where it's like, yeah, I can I can find a computer case to be happy about. And we will, you know, we'll publish reviews of products that are good. But,

yeah, you just, you can't strip out the general undertone because, I don't know, I've even seen some comments about that where there was one that I agreed with. I didn't disagree with at all, but where the guy referenced an ad we had for a thermal take case

in a video. And I almost wanted to heart it, too. And he said, oh, this case looks awesome. It'll be great to put the nothing inside of it that I can afford. Yeah. And I don't blame them. I completely agree.

So, yeah, it's just, I don't know. I've never seen it this bad. And it's not just technology. It's just like, or I should say, it's not just consumer gaming. It's technology sort of broadly has this problem. And it's AI and the need to keep this bubble inflated has crept into everything, including just if you want to go buy groceries or whatever, you know, where they're manipulating pricing in some stores. Well, I think what my whole thing is my rot economy,

or the growth at all cost thing. Like I like of course that is my bit, but it is kind of that. It's they've chased out all the people that run these companies that make actual technology. and those that have remained, those that are actually run by technology, people like technologists like Elisa Seira or a Jensen Huang, are just like, fuck it. Number co-op. We must buy as much as possible.

We must sell as much as possible. Everything must have every RAM stick. I just, I think the, a reckoning is coming for everything related to technology, and I think it is going to be bloody. Not literally, but I think it's going, like most of CES, was LLM rappers.

Right. Like, what was it called? Something with a Q for Lenovo. Quira. Chira, yeah. Yeah, just like everything had an LLM and they were, I think consumers are also aware they're being lied to in a way that they're not usually. Right.

And not usually lied to or not usually aware. They're usually not aware of it or at least the, the wank is not as wank. The wank has never been this wanky. It's never been so bad that... It's the wankiest right now. It's the peak wank. That's good. I'm going to write that down.

But it's, I think it's also that it's never hurt this much. Like, it's never been a case where it's like, hey, everything's getting more expensive because we must buy all the RAM for this thing you don't like. Also, this thing you don't like,

we're going to tell you it does things that it doesn't, but you're going to need to adopt it now or you'll be left behind. By the way, you should be scared for your job because you're going to be overtaken, the software that doesn't work that's making everything more expensive. I just think it's pushing people to a limit. And I even said this on the show, I'm not buying new electronics for a while.

I'm for the first time in like 17 generations. I'm not going to buy the next iPhone. I'm going to buy used for as long as humanely possible. My MacBook here is like three years old. I don't know why I'd update that. Because I think that that's the only thing that will possibly shift and also new electronics are not as like there's not really anything new either. Yeah, I mean, I feel the same way with, I don't know, I went through and canceled some subscriptions to software companies, which is just my favorite thing to subscribe to. Hell yeah. And part of the reason I was canceling them, I was like, I don't know, maybe we have a use for

this couple times of year. We probably get the, we probably get the value out of it. but I just, it's the smallest form of protest, I guess. And for me, it felt like putting your money where your mouth is a little bit. You know, if I'm going to complain about all this shit, I should at least stop feeding into some of it. And I don't know, my, like, so I've got three computers I use regularly, two at the office, one home, and two of them have 1080TIs from, what is it,

2016, I think, in them, or 2017. And if I play games, it's, like, you know, independent developer indie games and they tend to not need ray tracing and they play just fine on it. And at the office, I've, you know, I have newer stuff for video editing. But yeah, I don't know. I think the only concern I have with the, well, do you just boycott broadly? Do you try and organize or whatever a boycott? Or I think the only concern I have is it seems that these companies can, if you don't want it,

fine, they want it. You know, and then you can rent it back from them later. But right up until they can't, because the thing I keep coming back to is all of this is based on debt. Invidia, it is the ultimate in growth economics, because Nvidia

reached a point where they're like, we can just set the price to whatever we want to. Eight, like eight B200 GPUs in a pod is, what, $500,000? I reckon Vera Rubin could be like $700,000. They just set the price. And what's funny is people will buy it right up until they don't.

And when I say people, I mean enterprises. Right. And it's very clear that everyone is just in a fuck you customer mode. And it's hard to be positive because I can't find anything to, like my favorite, my favorite game of the last year was Dead Zone Rogue, which can run on most PCs and is on PlayStation 5 and Xbox Series X, great name. And I don't know, like, I reckon it would probably run on old PCs too. Yeah, my favorite game right now is Nova Roma, which is a city builder.

And it can run on probably any computer I've owned since like 2010, you know. And it's just, and I think that that, like, the best thing about the internet is being able to connect to people. Technology has stopped being built for people. so I feel like people are just understandably frustrated and tired of it. And this CES really did kind of show that the companies are in that fuck you consumer mode. So if there is, I'm always open easy at better offline.com. I'll take email recommendations for things to be excited about in tech. But walking around that convention center, bringing people in specifically to do that,

to be like, go and find cool stuff. I couldn't. I talked to like 11 journalists on air. that week. I really want that plug, though. Yeah, the clicky, well, it's only for England, though. So unless you go to England, it's not really that exact. I know. You guys get the best things. Well, thankfully I'm in New York, though, because otherwise I'd have to live in England. And that's the thing, like, I couldn't even find an anchor booth. I couldn't even find, like, a delightful charger booth. Just if it was just like, oh, we've got a cable that was,

one of my favorite tech innovations this year is an anchor search protector that has USBC cables built into it. Yes. Perfect. But it's like, maybe we're at the end of this era, I think. Like, you talk about what AMD will do if things go wrong. The answer is suffer in a way that they should for not building a sustainable company. Suffer in a way. Any one, any company that is put in distress as a result of chasing the AI bubble at this point, I'm kind of like, fuck them. I hope they burn. I feel bad for the people that work there and get laid off. I really do. The people that should suffer are the CEOs.

Well, and feel bad for the people who are in the just wider economy, right, who are going to get to do. Oh, God, you. I mean, they're already the victims of all of this. Yeah, but I agree with you. And I also, I do, I know effectively nothing about like macroeconomics or whatever. My gut feeling hot take or not is the sooner it pops, the, not necessarily better, but the less damaging it'll be for normal people. Yes.

But then at the same time, the longer it goes on probably the, you get maximum damage for some of these companies where some, you know, more of them are more likely to go out of business, which is maybe a good thing. I guess it depends, you know, who it is. Well, and as we wrap up today, literally is recording this, a story just came through that the Chinese government has told tech companies that would only approve purchases of videos, H-200 AI chips under special circumstances. You know what?

To wrap it up, it is funny watching China just kind of taught, like, I've got cats. This is how cats play with dying mice. It's like, we're going to do this. I doesn't wait to see where it was going. Let you run away. We're going to smack you again. Oh, I'm going to get you. Now you're going to run away.

Because it's just like, yeah, there were, I think I've read three different stories saying, hey, wow, China is going to buy 50. billion dollars worth of H-200s and now it's China isn't going to do shit China's just playing with you and it's like... Yeah well and it also CXMT is at like 5% or whatever of the memory supply of market share now

Johnson memory technology is there a Chinese FAB, Silicon FAB for memory for like D RAM and and they've just taken like 5% out of the chunk that was part of the big three, Samsung SK. Hinex Micron, and the consumer sentiment has, I've never seen

more people be positive about, like, Chinese products where, you know, I started at the time where it was like, if you bought something from Ali Express, you were happy if it got there and people were surprised if it worked. And that's just, it's the sentiment. It's not necessarily that the quality has changed because, like, the quality of manufacturing has been pretty good for a long time in China because we, you know, that's where everything's been made forever. And the thing that I've seen shift, though, is the sentiment where now there's almost this, like, literally any other silicon manufacturer on earth, please save us from these companies. And it looks like it's going to be up to right now Chinese silicon companies because they're

the only ones who kind of have products that are, they're starting to make. well on that happy note steve you got anything coming up you want to plug we have um yeah we do have our data center series we're working on so we're going to be visiting a bunch of different data centers around the u.s and covering the story about people you know getting screwed by them and hopefully connect with a bunch of viewers around the US and get their story on how the data centers are coming in and bulldozing literally and metaphorically everything in their path. Yeah. Is that happy? Yeah. That's the kind of chipper thing. No, it's always good to have you, Steve. Thank you for having us. It's having you, well, us for having you.

It's a podcast. Thank you everyone for listening. I've been Ed Zittron, of course. We will be back with a monologue this Friday. And thank you, of course, for sticking with us during CES. Goodbye. Thank you for listening to Better Offline. The editor and composer of the Better Offline theme song is Mattersowski. You can check out more of his music and audio projects at Mattisowski.com. M-A-T-T-T-O-S-O-S-K-I.com. You can email me at E-Z at Better Offline.com or visit Better Offline.com to find more podcast links and, of course, my newsletter.

I also really recommend you go to chat. Where's your ed. at to visit the Discord and go to R-S-Better-O-Line to check out our Reddit. Thank you so much for listening. Better Offline is a production of Cool Zone Media. For more from Cool Zone Media, visit our website, coolzonemedia.com, or check us out on the IHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

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Where does your group perform? We do some retirement homes. Those people are starving for banter. Listen to humor me with Robert Smigel and friends on the IHeart Radio app, Apple Podcasts, or wherever you get your podcasts. Your husband is not who you think he is. Your body is not what you thought it was.

Your identity is formed by a secret history. I'm Danny Shapiro. And these are just a few of the stunning stories I'll be exploring on the 14th season of Family Secrets. He kind of shoved me out of the way and said, move. And he went out the front door and he jumped in a car and drove off. And that was the last time I saw him.

Listen to Season 14 of Family Secrets on the IHeart Radio app, Apple Podcasts, or wherever you get your podcasts. Your 20s can be so exciting, but they can also be really overwhelming, confusing, and honestly, just kind of lonely. May is Mental Health Awareness Month, and the psychology of your 20s is breaking down the science behind the biggest roadblocks we face. I was six years into my career, the 80-hour weeks, and just the first one in, the last one out, and I ended up burning out. There was a large chunk of my 20s that I, like, was just so wanting to, like, be out of that phase out of my skin, and I just, like, really regret not living in the present more.

You don't need to have everything figured out right now. You just need to understand yourself a little bit better. Listen to the psychology of your 20s on the IHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This season on Dear Chelsea with me, Chelsea Handler, we have some fantastic guests like Amelia Clark. When like young people come up to me and they want to be an actor or whatever. And my first thing is always, can you think of anything else that you can do? Rather be disappointed in.

Do that. David O'Yello. I love this podcast, whether it's therapy or relationships or religion or sex or addiction or you just go straight for the guts. Dennis Leary, Gaten Moderato from Stranger Things, Tana Monsu, Camilla Morone, Carrie Kenny Silver, and more. Listen to these episodes of Dear Chelsea on the IHeart Radio app, Apple Podcasts, or wherever you get your podcasts. This is an IHeart podcast, guaranteed human.