The WAN Show - Google’s Best Feature In Years - WAN Show June 5, 2026
Episode Date: June 6, 2026Make summer plans easier with one pair that does it all! Vessi Weekend Classic and Stormburst are lightweight, and built for all-day comfort. Grab 15% off your first pair here: https://vessi.com/wansh...ow Free shipping • 30‑day returns • 1‑year warranty Visit https://www.squarespace.com/WAN and use offer code WAN for 10% off Thanks to MSI for sponsoring this episode! Head over to https://lmg.gg/asWi8 to check out their MPG 341CQR QD-OLED X36 monitor! Go to http://zapier.com/wan to join the millions of businesses transforming how they work with Zapier and AI Get a Circuit Board skin for your device so dbrand can keep messing with Linus at https://dbrand.com/pcb Check out the Razer Blade series of laptops; perfect for work or pleasure: https://lmg.gg/wanrazerblade Game or work in comfort on a Razer Iskur V2: https://lmg.gg/wanrazeriskur Get a special deal on Private Internet Access VPN today at https://www.piavpn.com/LinusWan Purchases made through some store links may provide some compensation to Linus Media Group. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcript
Discussion (0)
All right, here we go.
What's up everybody and welcome to Taiwan show.
We were here for Computex this week.
And of course, the highlights are, well, one of them is from Computex.
Invidia wants to power your next Windows laptop with their RTX spark chip.
We are going to be talking about that because I was going into this thinking,
completely DOA, absolute garbage, why do they even bother?
And now I have some more complicated thoughts.
And in other news, Proton Mail is letting folks send emails from their Gmail addresses,
making it maybe easier than ever to de-Gougalify your life.
AMD extends AM5 longevity through 2029,
and also the, honestly, most important news of this entire week with CompuTech's going on
is that after 22 years, you can finally download Paint.net from the URL, Paint.net.
I knew you were going to like that.
It's great.
Someone's rolling me into it.
Hopefully.
Are they?
The show is brought to today by Vessi, Squarespace, MSI, and Zapier, alongside our rep partner,
Dbrand, our Razor, partner, laptop, and our chair partner, Razor.
I'm going to pretend I did that on purpose.
You're going to pretend you noticed.
All right, let's jump right into our headline topic today,
which is, of course, whichever one was the headline topic.
Producer, producer Dan, I forget which one we chose.
Oh, the phone feature.
Google Fun.
Oh, yeah, we didn't even mention that at the beginning of the show.
I wish I could say I was jet-legged right now.
This is probably Google's coolest feature that they have,
announced for Android in my opinion in years.
Android is fighting phone scams with a new feature
to prove who's calling.
They're rolling out fake call detection,
which is aimed at scammers who spoof a contact's number
and use AI voice cloning to impersonate them.
So we've talked about this extensively on the WAN show.
Your mom calls, they sound exactly like your mom,
but it's actually a scammer asking,
you to send emergency money to some Bitcoin wallet or something. But rather than analyzing the audio
to detect a fake voice, what it's actually doing is a cryptographic check between your devices.
So when a real contact calls you, their phone will quietly send your phone a real-time
confirmation signal over end-to-end encrypted RCS. When a malicious actor spoofs the number, which they
can do, Veritasium did a whole, like, video on.
this they can't spoof the signal if that signal if that encrypted signal is
missing then you'll get a warning that tells you hey this could be a fake
call this could be a scammer now the catch is that both people have to use the
phone by Google app and have each other saved in their contacts they have to
running Android 12 or newer and they have to have RCS enabled however there's a
tiny little note in the footer of this press release or article or blog post or whatever it was that I was reading that says and hey by the way this is based on RCS so we like totally want it to be a cross-platform thing.
Could work with other people yeah yeah yeah yeah this is so freaking cool I was going to say I obviously love the idea of the feature but the the locks down like this is literally talking about your parents my mom is an eye
phone. Exactly. So it's like, ah, but again, RCS based, this could be multi-platform, hopefully
it becomes that, because this is going to be a big problem. Already has been for some people.
Yeah. I know I, I don't know if I talked about this on WAN Show, and this wouldn't have exactly
worked, but I've had an AI voice caller that had me tricked for a while. Have I told you that story?
Really? No. Okay, so I'll go for it. I got a call from, I thought it was just funny at first,
then I picked it up, and while I was on the call, I was Googling it, it's real, but it was like
the firefighters
curling
uh
like a fundraising
thing
holy crap
you got like
yeah
hyper
brother
dad
could you be
could you have been
more targeted
than firefighters
curling
association
I have to look it up again
but it's like a real thing
honestly
though
Curling Association
Canada
like could it have been
the you know
the the guild
of Luke Lefrenier
family who play wow and they could have like like that might have been slightly more targeted that's
yeah Canadian firefighters curling association and they do actually do fundraising so like it's yeah and
they're not really fundraising for themselves or fundraising for like community causes and stuff right
and the voice on the phone sounded very real but it asked and it wanted a contribution and I was
like I mean okay I can maybe do something but they wanted
payment information over the phone and i was like no no no just tell me like what your website is
and i'll like look it up and do it there because i'm not there's no way i'm doing that and then
it got really pushy about wanting information over the phone and it started feeling not super
real at that point so i i started asking it certain things and got it to kind of loop
and realize that it was not real it ran out of context but like the voice genuinely like
fully sounded like a real person i mean that's the thing that's the thing
right when you're on the phone.
There's already, you know, literally robot voice is a thing we use to describe an imperfect connection.
Yeah.
You know what I mean?
So I don't know that in this context, I don't know this person.
So it adds something there as well.
Like this, this feature would not have saved me from this particular problem.
But the thing is that that happening one time to me, man, maybe realized that this is how.
And like I looked it up afterwards and there's a bunch of people talking about these calls they were getting.
And like, this is a thing.
It could have been, honestly, as simple as you, like, as them setting up a domain that's like, you know, firefighters, curling association dot.
Or whatever.
You know, yeah.
Yeah.
Uh, and if they had just directed you there and it had been believable enough, you might have put payment information in.
Maybe.
Like.
I do, I do check out websites like that, but I mean, maybe.
It's a, I mean, if you were putting in five bucks, I don't know.
I could see, man, that's crazy.
Because like, I'm, okay, so even like the like checking it out, right?
Like, you know, what would what would checking out look like?
Yeah, I don't know.
Right?
I look through source sometimes.
I look up like, I'll look up the domain and see other people think it's legit.
I like to click around inside the website and make sure like all the links actually work.
That is honestly, it's surprising how often that's not a thing.
Except it's getting so much easier now to just put in a prompt to basically say, yeah, just generate this, generate this for me.
And if anything, I find that typos are more of a solid indicator that someone is a real human now than, you know, perfect copy on a website.
But I feel like a lot of, I feel like a lot of things are kind of cluing into that as well to make things more natural.
throwing in like the occasional typo I'm just man that was another thing that kind of
tipped it off yeah was that the voice was like almost too perfect I know people are
talking about compression stuff there was compression but like yeah right there was no ums
awes weird pauses or anything every line was delivered like perfectly but at the beginning that
wouldn't have tipped you off because they would probably start with their script it's a script but once
you're going back and forth and you're talking about pain
and there's just no
uncertainty or like
feeling words.
Yeah, maybe someone's just hyper dedicated
to the script, but there was lines that were like
identical.
Right.
That was where the looping was what really got me.
And then I started like basically laughing at them
because I was like, there's no way this is real.
There's no way you're actually that good.
And then it would just like, and then loop again.
I was like, yeah, I got you.
It was weird.
It was weird.
And it was also.
like, I think comparatively to your barbecue situation, I got woken up by this call at like
seven of the morning or something. So I was, I was also like, cognitively impaired. At the beginning of the
call when it was the most believable, I was also the least awake. But I still had the like,
obviously I'm not doing this over the phone thing. Yeah. There's a nice like default fallback,
which kind of saved me. But yeah, like, that's crazy. And it's going to get easier and easier and
for these things to be tailored to individuals over time.
So this feature coming fairly quickly is good.
Like another thing that I might typically do to check a website is I might look for the phone number on it and be like,
can I call you back at this number?
Yeah.
But nothing.
I'm just trying to think like what some of my safeguards would be and how they're either are obsolete today or they're going to be obsolete very soon.
Yeah.
Yeah, the number matching thing is pretty good.
It's like the general rule, like if your bank or something like that ever calls you, just call them back.
But don't just call the number that called you back.
My bank-
Find their number individually.
My bank called me a little while ago from a number that was like not the number on the back of my card.
And I was like, okay, I need to call you back.
And I did.
And it was real.
And I was like, can you guys not do that?
Yeah, that's insane.
Like, we just wasted, because I had to sit through the hold queue in order to get back to them.
Yeah.
So basically I just like wasted half an hour because they're not calling me from the right number.
But then, them calling me from the right number doesn't mean anything anymore.
Yeah, you can spoof it.
Yeah.
So like.
You generally do just have to call them back no matter what.
Unless it's only info.
No, I only go to the teller window now.
I only, I only want, I, that.
That's it. That's the only way.
I do know people that do that.
Dude, it's funny because that made perfect sense.
And then it was completely like crazy.
Are you just the least efficient person in the world?
What's wrong with you?
And now it makes perfect sense again.
This is completely unrelated, but we're talking about security stuff.
And it made me think of this.
But someone on the show floor walked up and they had one of those like,
what was it, ESP 32, those like little.
tiny boards. And they programmed it. They had two of them dangling off their bag and they programmed it to
spam AirPods or trying to connect your phone notifications to people's iPhones that were walking by.
And he was explaining how it works to me. And somebody was walking by with an iPhone and he was like,
oh yeah, look. And they weren't, we couldn't even see their screen yet. And as they walk past,
they're like dismissing the notification just keeps coming back up. And apparently this has been a known
thing for iPhones for like a long time and a bunch of people including this person have reported
it. It's just like still an issue. Yeah, someone's like, yep. It's wonderful playing chat.
Oh man. Security's fun. But yeah, I know more than one person at this point who is only banking
by going in person and talking to each other, which is, feels like we've regressed a fair amount.
We'll go back to writing checks.
Horses and buggies.
Yeah.
And then you're going to get like...
Dogs mating with cats.
What's going on?
Where people are forging signatures again and stuff.
That'd be great.
Oh, dude, yeah.
I mean, you could make an auto pen like...
Oh, yeah.
Like that these days.
Yeah.
Just...
Oh.
Fun times.
Cool feature.
Yeah, rollout of the new fake call detection feature is coming
this month,
globally, beginning with pixel phones,
and then expanding to air.
Android 12 plus devices.
It is on by default and can be disabled in the phone by Google app settings, but I got to
be honest with you guys, I can't think of any good reason to disable this at this time.
You're already using a Google phone.
Whatever creepy thing they could do with sending an encrypted RCS to the person you're calling
is probably no worse than anything else that they are doing.
Google hasn't said whether they have any plans to adopt this according to Wired, but if you're an iPhone user, I would say that's the kind of thing that you might want to send Apple a friendly little poke and go, hey, do you guys want to maybe support this?
Because this legitimately seems like an essential feature as we move into the future.
All right, you want to pick something essential from the dock.
Oh, boy.
Hold on, let me look for a second.
He'll find something essential.
You can't live without it, folks.
Hmm.
Hmm.
I don't know.
Oh, yes.
Perfect.
Perfect.
After 22 years, you can finally download paint.net from the URL, paint.net.
Developer Rick Brewster has finally secured the paint.net domain for his free image editor
after the previous owners held it hostage for 22 freaking years.
22 years.
For some reason, either refusing to sell or demanding absurd amounts of money for a free application to be downloaded.
The breakthrough came when they made it a fatal, when they made a fatal mistake in December of 2025,
they redesigned the site to look, aha, like the official paint.net download page with fake links and ads.
Brewster lawyered up, one on copyright infringement, and domain.
squatting and the domain is now his.
That is so freaking awesome.
That's actually amazing.
Okay, our discussion topic is, aside from paint.net being based in free,
freaking awesome.
If you need a quick edit to an image, it has so many plug-ins, head over to paint.net.
It's that easy.
That is actually so cool because it's been one of the biggest pains.
He wants to do it.
He can't resist.
I did it earlier even.
I did it earlier too.
One of the biggest pains about like, suggest.
suggesting it to people ever has just been like...
I'm afraid you'll get scammed.
Yeah.
Yeah, 100%.
And, okay, but our discussion topic is going to be,
what's your other favorite they should really have the domain?
Mine's got to be Steam.
The fact that Steampowered?
Steampowered.com is where you go to download Steam.
Well, you know what it is?
It's the same situation from my understanding of it.
Is the person who owns Steam.com
knows that Valve has enough money to buy.
the earth and all the heavens.
Yeah.
And Valve told them to pound sand way back in the day and is sticking to their guns.
And I got to like, you know, respect that at least to a degree.
But also, I do wonder how many people have been confused.
How many hours of humanity's collective life have been lost to...
If it wasn't for Google, I wonder what this situation would be like.
And you know what? I mean, maybe that's the answer. Maybe the answer is that it just plain doesn't matter because I don't know, I don't know if I could name a single person in my life who doesn't just...
That can't download Steam? No, who doesn't just Google a thing.
Oh, yeah. Rather than... Paint.net was weird because the name of it was a domain.
Yeah.
So it was like, it was kind of especially bad. Like if it was Steam.com, if like, Steam was actually called Steam.com.
I didn't know this one.
Sorry, go ahead.
No, no, no, hold on, hold on.
I'll get to it.
Yeah, if, if, yeah, again,
if Steam was actually called Steam.com
and then Steam.com didn't go to Steam,
that would be really confusing.
This is crazy.
I've heard of Nissan.com in loving memory of Uzi Nissan,
a loving father, brother, and friend,
passed away from COVID-19.
Dude, that's incredible.
That's pretty epic.
This man,
Uzi Nissan,
has the Nissan.com domain,
not the car company.
Okay,
how did I never see this?
I've seen this.
I'm not,
I don't know,
but,
you know,
I mean,
there's too many things
to come around everything.
I am kind of surprised,
like with Steam at some point,
with Nissan at some point,
like how do you not just offer a,
a very high but reasonable number.
Because like Steam as well,
they're not even parking it.
No, they're not doing anything with it.
I mean, I'm guessing,
well, I'm guessing they probably aren't
because they don't want to open themselves up
to any kind of legal peril
by doing something malicious with it.
Because Valve, I think,
and look, I get it,
but what I suspect is that Valve would have
no problem spending the money
on lawyers to rip it away from them.
Right.
But they don't want to enrich the domain squatters.
So it's the same thing that we always talk about on Land Show
any time that there's like scalping on a new console or a new steam controller or whatever
it happens to be, right?
It's like, hey, so the only reason this works is because people give the money to the scalpers.
Enriching the scalpers, incentivizing them to do this again.
That's the only reason any of it works.
And at a certain point, I got to just kind of go, look, don't hate the player.
Hate the stupid people who enriched the player.
Not stupid.
Stupid's a strong word.
I don't think they're stupid.
I think they are bad parents.
They're sending the wrong signals, and they are enabling a behavior that just makes the world sort of
worse in general.
I feel like I wasn't paying enough attention.
Bad parents?
They're bad parents.
Who are bad parents?
The people who buy from scalpers.
Okay.
All right.
Yeah.
I thought you're talking about scammers for a second.
And I was like, I don't think they mean to.
I get it.
No, yeah.
So this is another one that I had seen before, but I'd forgotten about.
Whitehouse.com is an election betting site.
Because I guess the U.S. government
Yeah, it's dot org, right?
So, or dot-gov, excuse me.
Dotgov.
So this is, oh, I can't share my screen, I guess.
But Pankras shared in Floplin chat
what steam.com used to look like, and I remember this.
I also remember that this domain is not for sale.
I just don't understand.
Is the former home of steam tunnel operations.
Okay.
Nice.
Sure.
Solid.
Anyway, congratulations, paint.net, Rick Brewster, you did it.
You finally did it.
We're genuinely excited for you and for everyone who ever got confused by the previous situation.
Yeah, absolutely awesome.
Let's jump into, oh, hey, can we watch the thing, Dan?
Yeah, we can watch the thing.
Yeah, we'll talk about the big end up a video in this.
or do you want to watch it first?
Yeah, I'll do the spiel.
What if did an affiliate spot for the LTT store scribe driver pen?
And I just thought he did such an amazing, incredible, creative job of it.
So he did a spot on TikTok that's called Here's What Would Happen if a pen hit the earth at the speed of light.
Now, according to the spot, he really loves the pen.
I he hasn't like told me that personally like not on the internet so I have no way of knowing that if that is actually true but he said a lot of things that I also believe about the pen that it's a really good value like the build quality is great for the price and you know technically according to you know the law and stuff even in an affiliate spot you're not supposed to say anything that you don't actually believe so I was really like like seriously he like glazed it a little
Nice.
Like, he was very, very...
I know a few people that really like...
Complementary of the scribe driver pen.
Sammy happened to have one on him.
Nice. Thanks, Sammy.
Here you go.
At the speed of light, no, sorry, no.
The speed of light would be very bad.
And as you're about to find out, yeah,
do you want to roll the clip, Dan?
If that was...
This one would happen if a pen hit Earth at the speed of light.
Sorry, Ben.
Sammy flinched.
Scrib driver bolt action pen.
Made by fellow Canadian YouTuber Linus Tech Tips.
It's stainless steel over
engineered by nerds and has a satisfying bolt-action click,
grippy diamond-cut nerling, and even takes Parker G2 refills. It's what I used to draw out
all my death ideas for Chase. But if this pen somehow hit Earth at 99.9% the speed of light,
it would be a nightmare. First off, anything with mass needs more and more energy the closer
it gets to light speed. To actually reach light speed, you'd need infinite energy. So let's say an
Civilization gets this pen to 99.9% the speed of light. Well, that's almost 300,000 kilometers
per second, fast enough to travel from Earth to the moon in about 1.3 seconds. But before the pen
even touches the ground, the sky would flash white. Since the air in front of the pen wouldn't
have time to move out of the way, it would get violently compressed and heated into super-hot plasma.
Then, boom! The air around the pen would erupt into an endued.
enormous explosion before it even reached the surface.
All right, we've got it here so that people have to go watch the rest to find out the rest.
Good plan.
Got him.
Yeah, got him.
Anyway, yeah.
Just thought that was super cool.
We've been exploring over the last, I guess it's been months now, doing more and more sort of creator affiliate program type stuff,
creator sponsorships.
Actually, oh, I got a great selfie.
with a couple of channels that we sponsor.
You might like this, Luke.
Like here at the show?
Let me see if I can find it.
Yeah, yeah.
I don't know if you've heard of them before.
Here, let me hold this up for the people on the camera here.
So, oh, hold on.
I disabled your auto focus.
You'll have to make that.
Yeah, yeah, that makes sense.
Yeah, so this guy's name is Andy.
He's from a channel called Ziptai Tuning and Ziptai Tech, yeah.
And then this is Samit.
He does like drift car racing over in Japan.
And once he had this guy with kind of like a loud laugh.
Yeah, he's like kind of like a laugh-reier kind of guy,
laugh-rennier guy kind of in his car once.
He took him out, he took him out,
Griffraising, you might have heard of him.
It was a good time.
Yeah, yeah.
So, I don't know, it's, it's, it's pretty cool.
It's been, it's been, it's been enriching.
Oh, okay, I didn't mean it like that.
It's been fulfilling.
It's been fulfilling to, no, it's the opposite of that, actually.
Because I'll be honest with you, we don't really know what we're doing yet.
So a lot of, like, sponsorships and stuff we're doing are not lucrative.
Right.
But what they are is there, like, I was looking for another word for good that did not mean that, but then I settled on a synonym.
Yeah, so it's been very cool moving from the sponsor-e to the sponsorer, and it's something that within reason we do want to continue to do more of.
Yeah.
All right, what else we got here?
So zero dollars enriching.
I think potentially negative dollars enriching.
Yeah, in some cases.
There have been some that have done like really well.
I guess yeah.
Well, yeah.
Like occasional, occasional ones like...
Yeah, I don't want to like name, you know, which of our affiliates are outperforming our other affiliates.
That's not the kind of thing that I would want to get into on the Land Show or anything.
But there have been some that have just done shockingly well.
And then there's been some that we thought...
Yeah, I didn't even mean it that way.
I just saw it as like...
It's, I mean, it's a money out of...
procedure yeah yeah oh yeah theoretically through the affiliate links you can
track money in but affiliate so the affiliate ones don't really have as much
potential to to like lose money on that they're just they could be you know not
the best use of time potentially because we have you know finite time yeah
at work during that employee could have done something else they could be yeah
so there's like it's cool though I think it's good it's like we've had a
problem for a long time of like
getting the
cool products that we have
to people that aren't just
our audience
and you know
I think some people have noticed
the ads and stuff going on the rest of the
internet trying to spread it out from there
but
part of it's also trying to sponsor other creators and do
stuff like that
so we want to continue to do more of that
what else we what else we got
I forget how we got on to oh
you know what let's do it
NVIDIA wants to power your next Windows laptop.
More than a dozen years after NVIDIA's TeGRA series chips
briefly powered a number of Windows RT tablets.
NVIDIA is getting back in the CPU game with their new RTX Spark, SOC.
Co-developed with MediaTech, the Spark combines up to 20 cores, up to 6,000.
up to 6,144 Blackwell GPU cores, and up to 128 gigs of Unified LPDDR5X memory in an all-new super chip with up to one petaflop of FP4 AI performance for local models.
Are we going to call them super chips?
I mean, it's cooler branding than APU.
It is pretty cool. It sounds cool.
If we're going to call that a super chip, I think we have to go across the board, though.
Well, no, I absolutely think you're right.
I mean, would you argue that Strix Halo is not a super chip?
Well, that's what I mean.
Like, if we call this a super chip, I think that might be okay,
but we also have to call Strix Halo a super chip.
I think I'm down.
That's fine with me.
Strix Halo is a super, it's a super chip.
And it does feel like it's in a different category compared to some other stuff,
including in its price band.
Its price band is in a different category.
Give us a sec.
We'll get to that.
NVIDIA is promising slim laptops with all-day battery life, as well as compact desktops
that are powered by these new chips, and they should be coming this fall from the usual
suspects.
I mean partners, excuse me.
Recent attempts of Windows on Arm have been a lot more promising than early attempts in the
RT days.
Microsoft's X-86 to Arm translation layer, code named Prism, has continued to get better and
faster, and many major apps have started.
shipping arm native versions.
In a call earlier this week, Microsoft EVP, Pavand Daddalluri, told our team that there
is active work being done with the developers of Easy Anti-Chete, Battle Eye, and DeNovo, along
with Wright games and Crafton to bring arm support to League of Legends, Valerent, and
PubG.
Pricing has not been revealed.
Okay, Mr. Luke, I think both of us probably went in to call.
Computex thinking DLA.
No, you weren't quite as, you weren't quite as negative as me about it?
I was a little bit surprised.
Yes.
The word on the street is this was supposed to launch at CES 2025 or announce at CES
2025, then Computex 2025, then maybe CES 26, and now here it is, finally 18 months.
later. I think part of it, part of the reason why I had potentially higher hopes is just because
of what actually Qualcomm has been doing. I think a lot of the road was paved by other people here.
Microsoft working on their translation layers, Qualcomm working on a huge range of different things.
This feels like what we've been talking about with AI for a while now, where I think some of the
companies that do the best are going to be companies that aren't just blowing billions of dollars
right now and just kind of wait for other people to figure it out, especially because so many
models are going open source anyways, and then just jumping in later, this feels like that situation
where like they appled kind of. They waited for Qualcomm and Microsoft and I'm sure a lot of other
partners to do a lot of the initial work and then just went, and there's a cool chip. And they also
invidient waiting for there to be a lucrative enough business case to do a ton of the work
in this case it was for the data center right
like this is using of this is obviously a cut down
version but it's using a very similar architecture
to their grace blackwell super chips that are for
you know AI those ones have way more cores
and it's like 72 CPU cores and then the
the GPU that's bolted to it is
yeah is obviously not on the same scale whatsoever
and clock speeds are way higher on the like hey I got hands on with a grace blackwell yesterday
oh it's it's thick the cooler is thick like damn girl uh 1400 watts per per super chip um
you know with a little bit of coaxing a little bit of a little bit of assistance um
Anyway, I'm too tired for this.
So my reasons for coming in thinking DOA were actually less to do with that, that I thought, you know, Windows on Arm was a total dead end.
And it was more to do with just how late this thing was.
I was worried that power consumption wouldn't make any sense for a laptop for a device that, you know, Carmack was complaining a year ago.
year ago, like, throttled in a mini desktop and, like, kind of sucked.
That, you know, Wendell has talked about how the performance for local AI is not that amazing.
I was concerned that, you know, Nvidia would run into challenges when it comes to Windows
on arm.
Yeah.
It hasn't been perfect.
And, I mean, the answer for me, whether you want to talk.
about Windows on Arm or whether you want to talk about Linux or Mac or any other platform
is always like, you know, would you use that?
And I go, yes, asterisk, but boy, that asterisk.
Boy, do I ever love the convenience, though, of being able to just run my games on Windows
when I want to and assume that whatever game I want to run is going to run.
And I said there's, you know, there's been on that work from Microsoft and Qualcomm and other
players as well, but I still don't think it's like at parody.
That's an area where Nvidia seems to be, according to their version of the story,
doing the work.
Because who in the gaming space has more developer relationships than Nvidia?
Like, actually, though.
Yeah, I don't think anybody.
They work with almost quite literally everybody.
Yeah. And basically, you know, because I was like, we got through the presentation, we got through the presentation, they're talking about local agentic AI, and they're talking about, you know, the efficiency of arm cores and blah, blah, blah, blah, blah, blah, blah, blah. And I'm like, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes.
you know finally they bring up the slide and they're like and of course it games and I'm like okay
okay all right okay but like does it and they're like you know wait here's all because I there's even
more than what we had written in our notes here in terms of who they're working with on the DRM side
and on the anti-cheat side and they're like yeah this is a huge part of why this is taken so
I wouldn't be surprised and I'm sure they do have stronger relationships with some of these companies and more long-lasting ones
But Qualcomm was already doing a lot of that to be clear
I'm not trying to call on the show it's just like I don't think anyone would think you are yeah okay
It's like these things were already being worked on
Is that some people tried to name some other stuff valve but you know
Valve might valve's making some hardware I guess but I don't think
it's really equivalent to this situation.
We're talking about like chip makers.
Yeah, it's interesting.
At least it's interesting.
I don't know how the market feels about it because, you know, it's kind of nuts how in the last five days they're down 5%.
In the last one day, they're down 6.2%.
But apparently if you go back to the last month, they're still doing great.
Yeah, life is strange.
I mean, look, the stock is just, stocks are just gambling now.
Six months, they're up 12.5%.
Like, nothing matters.
If you want to see a fun one, check arm.
So I attended the announcement.
I was sponsored attending the announcement of their, of their like AGI series CPUs.
And that was, I think it was more than a month ago.
Go to the six month view.
Okay.
And I just, I couldn't make any sense of it.
because immediately afterward, like immediate immediate, it went down.
And I was like, well, I don't really get that because what I just saw on that stage actually
like sounded pretty good to me.
Not good like I want one.
I need an arm AGI series CPU in my gaming desktop or whatever.
That wasn't the point.
But good like, oh yeah, AI people would probably love the crap out.
of that and they're gonna like sell a but load of these kind of the good you know and it like
dipped and then it went like pshaw-junk yeah um and i just don't really so what we're seeing is uh on a
six-month view the stock is up 143 percent uh on a one-month view still super healthy 64
percent but when you start getting to you know your your five days it's it's down 12
percent yeah and so that's that's you know to do with the market the the the polly
market you might call it like i i i don't know how to i don't know how to deal with this like
everything is basically just vibes now yeah and it's it's hard to maybe always was and to be
clear this isn't a stock trading show we know this is not nothing not financial advice
But with it being such a gambling market, it is the unpredictable nature of it makes it
actually really important to a lot of people because people's retirement funds are investing
in it, all that kind of stuff.
There's all this stuff coming with SpaceX and how it might be like defaulted into some
of the other topic.
They fixed that.
Did they?
The S&P 500 basically was like, no.
You have to wait a year.
Okay.
was legitimately pretty scary.
Yeah.
When it looked like they were just going to go straight into the S&P 500 index fund, that was like,
that was crazy.
That sounded rough.
But, but yeah, we're looking at, again, this is the wrong place to really learn about this stuff.
But we're looking at a bit of a blood bath, kind of since CompuTech, which is interesting.
I don't know if it's actually related CompuTech, probably not, I feel like.
Very hard to say.
You know, I had a really interesting conversation with, um,
with Dr. Cutris the other night. We finally caught up man. I haven't talked to that guy in forever.
Actually, he ran into like a fair number of like the old gang. I ran into Jay at
at the Asus ROG booth. Oh yeah. I ran into Bitwit, Kyle. Yeah, I was on his live stream.
Yeah, he's doing live streams now. Dude. That's like his thing. I mean, it's cool. The guy,
I've told him, I've told him before to his face. I think he has the best comedic
timing in all of tech YouTube. Fantastic. I think he is like the funniest person in in tech on
YouTube and live makes a ton of sense to me for him. I actually didn't know he was doing it
because I just I don't consume that much YouTube content but just the vibes of his stream
while we were kind of chatting and hanging out on it. I thought it was just awesome. Yeah.
Yeah, ran into him obviously ran into Alex and Andy and yeah, it was great. Anyway, so
Yeah, I ran into Dr. Cutris.
And I was kind of trying to wrap my brain around this Computex.
Because on the one hand, there wasn't much.
No.
There was Nvidia's, you know, RTX Spark.
Invidia's new Vera Rubin, like, Data Center tier announcement.
there was Wildcat Lake.
But then Wildcat Lake was actually launched like a couple months ago.
And it's just that we're seeing Western available OEM design wins now.
So we're seeing it in laptops.
But the actual chip was a known quantity coming into this.
And then what?
Arc G3.
Noctua has their thermosiphon working.
What are we even talking about here?
I thought the wounding thing was cool.
Did you see that?
Oh, the like tilty key cap thing?
No, the replaceable dials.
Oh, yeah, yeah, yeah.
So you can replace individual key switches with dials instead of buttons.
I think it's genuinely pretty cool.
If you're doing, I imagine CAD work, video editing, or there aren't a ton of them, but games like Star Citizen.
Wooten's a shockingly innovative company for being focused on keyboards.
Which in a lot of ways have not been.
Yeah.
Yeah, they are.
Yeah.
I mean, it's part of their, like, tagliney thing.
They're there to disrupt or whatever.
Yeah.
So, anyway, chatting with Dr. Cuttrus about it.
I was like, I'm having a hard time wrapping my brain around this because there's not much here.
But on the flip side, did it not feel like the busiest compute tax, like, in years?
Like, it was, dude, it was buzzin.
You mean, like, literally people on the floor?
Yeah, on the show floor.
Yeah, I mean, there's a lot of money in it right now.
I heard there was a couple brands that I was really surprised were not on the floor, and I've heard a very rumory rumor, as in like it's very possibly not real, but I have no idea, that there had to be a minimum percentage of like AI stuff.
Because like we, Sammy and I ran into a booth where they were advertising a monitor.
And they're saying that it was multimodal powered AI enabled monitor.
and I was asking like, okay, well, how much, like, compute is in this all in one?
And they're like, no, it's a monitor.
And I was like, yeah, I know, but you're running AI on it.
So, like, how are you doing that?
And they pointed to, like, a mini PC that was behind the monitor.
I was like, oh, well, okay, does that come with it then?
And they're like, no.
So their point was that you could plug a computer into the monitor that ran AI stuff.
Wow.
And that really, I think,
What happened there was they didn't want to get filtered out because they didn't have AI stuff to show on the floor.
Right. So they just slapped an AI sticker on their monitor and just went with it.
So I don't know. I think it's just that there is a lot of dollars, a lot more dollars than normal in this industry.
And not just, not just dollars, but like real dollars.
So Ian was telling me, like, normally this is a very industry of.
event. Yep. And he was like, but this year it feels like I can't go anywhere without seeing like a like a Goldman, you know, no. So see, you were like, you were, you hit the nail on the hammer kind of. You were, you were like, almost there in terms of in, in terms of his theory anyway. Yeah. But he's like, yeah, basically as far as, you know, he's like, as far as I can tell, there wasn't kind of a, an Asia tech.
conference for Western money. Yeah, because you see that at CES. It's very, very common at CES to see
the like the investor badges. The money people. Yeah. And you can kind of tell when they're walking
around. And so because Computex is where Nvidia does its thing. Yep. Right. Apparently,
according to Ian, he feels like Computex is being kind of co-opted by the money people to become
like the Asia Tech Conference that everyone kind of goes to.
And that made a ton of sense to me.
I mean, it always makes sense to me just about when Ian talks because he is a super smart guy,
as he always reminds me, he is a doctor, in fact, with a doctorate.
He doesn't always remind me of that.
I'm actually making him sound worse than he is.
It was just the first time we met, he corrected me on his title,
and I have never let him live it down.
I opened with that, of course.
I walk up, he's like waiting for me in a tiny little, like, noodle hole in the wall,
and I'm like, Dr. Cutris.
Yeah, yeah.
He goes, he goes, aw, if you.
Like, I love that guy.
Anyway, when he talks, it pretty much almost always makes a ton of sense.
He's a super smart guy, but I was like, oh, yeah.
So this is something that came up for me in unrelated reading.
I forget where I was reading it, and I can't find the article right now,
but apparently
I think it might have been my brother-in-law
talking about it, nine out of every $10
from P.E.
and V.C. right now is apparently going
into AI.
I mean, yeah, sure.
I do still think this is interesting. I wish I could share my screen.
But I looked up, I guess it's on a website
called Trading View. I haven't been here before.
But I've seen screenshots that I think are from this website
of like a stock heat map.
It's just the S&P 500 stock heat map.
Some people in chat were saying that these stocks are down because people are just rebalancing.
But when I'm seeing over 6% from Nvidia, over 13% from Micron, over 6% from Dell, over 11% from Intel, over 6% from Cisco, almost 11% from A&B, and it just keeps going and going and going and going.
I'm not personally seeing the other places that this is apparently going to.
Gold's down.
Yeah, gold's apparently down a bunch.
Yeah, gold's down 3% today.
So, like, I'm not seeing the other stocks that this is flowing.
Well, it's not always stocks, right?
Like, there's government bonds.
Sure.
There's land.
Although land is not as liquid.
It doesn't really, well, literally it's not liquid.
But what I mean is that it doesn't, you don't, like, move 6.2%
of Nvidia. This is what I mean. Is half a trillion dollars or something like that.
No, no, sorry, a quarter trillion dollars. What does it work out to it? It's a five trillion
dollar market cap. So 10% is 500 billion. So 250 billion dollars there. So yeah.
It's kind of a big deal. So like two like we should see a lot of green in other segments.
Nobody bought 250 billion dollars of farmland, you know, today. Um, yeah, crypto. So it,
Bitcoin's way down.
Like in like catastrophic crashing territory.
Yeah.
Have you been watching this?
No.
Yeah.
I just friendly reminder, the every minute reminder when we're talking about anything to do with finances.
This is not a financial show.
None of this is financial advice.
There are not the people you should listen to.
Neither of us have any idea of what we're doing or what we're talking about.
The extent of it right now is that there's a lot of red and I don't know where the green is.
Well, I think it was the friends we made along the world.
Yeah, it might be.
It was not real money.
Yeah.
Like, that's what the boomers are finding out in the Vancouver housing market.
Mm.
Is that when the value of your house and your hundred neighbors is dictated by the one house that sold at that amount.
Yeah.
That money is not real.
and so
you know
it can go up
it can go down
I mean
listen
I think
I'm going to send this over to Dan
he can throw this up on screen
but I think it's really
important to remember
what Warren Buffett said
about all this
okay so I'm just going to send this
over I mean look
I don't do financial advice
don't believe me
believe Mr. Buffett okay so it's a good point yeah no it's it's a very it's a very good point
okay Dan uh did you get that yep okay go ahead throw that up please so whenever you whenever you
see anything any news right the stock goes up the stock goes down crypto's doing good
crypto's doing bad uh you know gold you know bonds everything just just remember remember what
Warren Buffett definitely actually said.
Yep.
That's good advice.
Yeah, and it's interesting, too, like, some of the only stocks that I'm seeing going
up are credit cards.
I'm just scrolling through here trying to see, like, what just happened?
And it's not by a lot.
It's not by a lot.
But they are.
Scrappy DP says, he said, wasted away in Margaritaville.
You're thinking of his lesser-known cousin.
Mr. Jimmy Buffett. Yeah, yeah. I know I know you knew that. I know you knew that scrappy
oh dude. I just and and the really scary part is I'm not really like a math guy. So this was not
super intuitive to me but five percent down is a lot more than five percent up.
Yeah. And so like you could like, you could like,
If you're worth $100, you have to go up 5%, a lot of times to reach like, you know,
$1,000 of value.
But then you only have to go down 5%, like fewer times to wipe out more of it because it, like,
moves faster on the way down because math.
Because you started higher.
Yeah, it's just, it's, yeah, because you started higher.
So it's, so it's a greater proportion.
So that like, that, that, that growth.
goes down at the same negative growth rate.
I just, I never really thought about it because I don't do a ton of stock investing and I,
I don't do math for fun.
But when I kind of clued into that, however long ago it was, I was like, oh, right.
So that's why when a stock goes down 1%, people, you know, freak out and panic, sell everything.
It's over, you know.
This is just like scale of things into getting ridiculous.
Like, Nvidia being down 6.2 is so just insane.
It's just such a colossal amount of money.
It's like that stat.
I don't know if I'm going to be able to find it right now,
but I think we've talked about a Wenshow before.
When the GDP goes down a certain percentage, you see, like, deaths increase.
Yeah.
Like, it's, it's, it's, yeah.
This stuff gets pretty heavy, pretty fast.
Hold on.
Someone wanted an update on GameStop.
basically for tax reasons Yvonne sold it at some point if I recall correctly
if you guys hold it for a super long time but I also think that was a bit ago yeah yeah
so right now I think Yvonne has us a little bit in some index fund but like not much
and I have my framework personal investment and then I have my Eshtek so hexOS that
NAS software personal investment
But neither of those are public.
A little bit of precious metal.
I think.
And no crypto.
I have no crypto right now.
This is not financial advice.
This is not a financial show.
But you guys might as well, you know, know where my vested interests lie.
And I have, I mean, realistically, the bulk of my net worth is in Vancouver real estate,
which you guys already know from just knowing that we own our office building.
and like, you know, I made the video where I talked about Smashchamps, the badminton club slash land center.
So for what it's worth, if this helps at all, I've gotten hit harder over the last year than the poor Nvidia investors who lost 6.2% today.
But it's also a different thing, though, because these are buildings that we're operating companies out of.
So it's a very different sort of calculus.
I'm skipping through.
I've gone through like the Chinese index.
The American Index, the American Index, NASDAQ, the Chinese Index, the Canadian Index,
and so far the Canadian Index is doing the least bad, which is cool.
However, everything is doing bad.
Yvonne, last night, you know, pillow talk was like, oh, my trade just went through.
So what that tells me is that the Canadian dollar fell against the USD because what she does is she sets up like staged trades so that rather than you know hitting it all at once it'll kind of trade on the way up.
And she's usually trying to catch a high on the on the US dollar whenever she's like setting staged trades.
Because we mostly make USB.
Yeah, which I think might not have been fully apparent.
But our expenses are mostly Canadian dollars.
So we are trying to move it into the CAD side of it.
Yeah, so we generally try to win on the USDA being overvalued in a given time
and then sort of ease off on our purchases of Canadian dollars when the Canadian dollar is stronger,
although that has changed because we did.
How does LMG spend money?
I guess it's like six months ago now.
and our biggest expense other than payroll is now buying product and that is almost exclusively
in USDA. Oh, interesting. Yeah, so a lot more of our expenses are in US dollars now. Yeah, I never
really considered that. Sorry, I just thought this was funny. I'm scrolling through and there's
like the NASDAQ 100 index, all US companies, Dow Jones Utility average index, blah blah blah,
yeah, Canadian composite index, whatever you keep scrolling. What'd you find? What'd you find?
Is it the Nancy Pelosi index? No, you get down to India and it's the nifty 50.
And I just love that.
And the nifty next 50.
Yeah.
That's pretty good.
That's fantastic.
Oh, they're doing pretty good.
I'm sure there's like a reason why it's called nifty, but I just, I like it.
No one in chat seems to have figured out where the money all went.
That's going.
Yeah, a few different people said that it was just like rebalancing, but I don't, I cannot find where.
I've been, obviously, I'm not, you know, super informed on this.
stuff, but I can't find it anywhere.
Definitely not Russia.
Just went to the Russian
Index. That's not where it's going.
I've seen some
rumblings that Putin
might hopefully finally be getting tired
of his stupid war.
I have seen rumblings of that too, and there's
an open letter from
Zelensky.
Yeah. Yeah. Yeah. I saw that.
I saw that too.
It would be real cool if that stopped.
Yeah, I'd be super stoked on that.
Glory to your crane.
Okay, what else we got?
AMD is extending AM5 through 2029.
AMD announced at Computex this year that the AM5 socket is going through 20209,
two years beyond the original 2027 promise.
That is at least seven years of support,
which will likely cover up to Zen 6 or Zen 6.
7, meaning that anyone who bought an AM5 motherboard back in 2022
can keep upgrading CPUs without replacing their board.
Hopefully, you know, sometimes, not every board
from the very beginning of AM4 did ultimately support the chips
at the end of AM4.
But, you know, if all goes well, then you could be one of the lucky people
who has a board that makes it all the way through.
Yeah, AM4 got the same treatment launching in 2016
with AMD still releasing chips for it a decade later.
Two new CPUs are being released, actually, to back up these announcements.
The Risen 77700X3D for AM5 is launching July 16th at 329, 8 core, 16th and threads,
Zen 4, 96 megabytes of 3DV cache.
What, it's exciting, it's good.
4.5 gigahertz boost clock.
essentially it's a downclock 7800 x3d at $120 less
AMD can see that gamers are feeling the pinch
talking to
you know manufacturers in the PC space
they're also feeling the pinch
we talk about that a little bit more later but you know clearly they're
trying to to juice things a little bit and then on the AM4 side
the Risen 750800 X3D 10th anniversary edition is returning
June 25th at 349.
It's the same 8-core Zen 3-3 chip with 100 megs of cash, 4.5 gigahertz boost.
It was once the best gaming CPU on the planet.
Now it's still a great gaming CPU and is compatible with DDR4,
which could help save you some money on your next system.
And this is really interesting.
Does 349 make sense?
It makes sense that people will definitely buy it.
I do think that I okay so my initial thought was that AMD is kind of taking advantage of the situation a little bit
Yeah, because AM4 boards are cheap and DDR4 is cheap so they could just extract margin on the CPU
I didn't realize how much work they had to do to bring this thing out
Mm-hmm so the original 3d V-cash stacking process that they used the reason these chips went away was because that process was no longer available at TSMC
So they had to significantly re-engineer the chip to manufacture it with modern stacking processes.
Okay.
So they actually, yeah, they, I forget who's podcaster, who they were being interviewed by, but they pretty much came out and they were like, yeah, this was like actually a significant amount of work.
This wasn't just like I grab it from the archives, dust it off and just re-release it project.
Yeah, because Zen 3 for $350.
Zen 3 with 3DV cash.
Yeah, that part is nice, I guess.
So, you know, let's look at it from like a platform standpoint.
I can, and apparently motherboard manufacturers are ramping up AM4 board production too.
So I can get an AM4 board.
I'm going to spend $100.
We have a video coming very soon where we're going to run the newest AM4 CPU, other than this one,
this one wasn't out yet, on the oldest AM4 board.
And then we're going to compare that against the newest AM4 board and see, like, what are you
actually giving up?
Like, you can, spoiler alert, not much.
So you can get like any AM4 board pretty much as long as it's compatible with the CPU.
Throw it in there.
DDR4, last I checked, is about half the price of DDR5.
Would I like to see AMD go more aggressive with this thing?
Absolutely.
But I still think it's going to be legitimately a very, very good.
And I'm not even saying that it's necessary, like, I don't know, maybe their R&D cost on this was insane and they have to recoup it somehow or whatever.
I'm not necessarily saying it's like a scam or anything.
It's just, damn.
It would have been nice if it was cheaper.
I would have loved to see it at like 239.
Yeah.
229 is, like 229 is where it would have been like, that's hot.
Every other chip is dead to me.
Just buy it.
229 would have been pretty sick, but that's a massive reduction on the price that it actually is.
Use five.
Yep.
Yeah, I don't want these dollars.
Yeah, if you're comparing to what these things were going for on the secondhand market, it was like well over 500.
No, that's what I was finding, yeah, which is surprising.
There's some people in chat saying that they got it like, you know, over a year ago for like 200, 250.
Yeah.
But before it converted it to new Taiwanese dollars because of where we are, it is.
we are. It was saying, I think it was 570, sorry, 470, and that's a used one. So, maybe it'll help.
Yeah. God, the market is crazy right now. I legitimately do think that this is going to help. A resurgence
in availability of AM4 chips, AM4 boards. DDR4 is still out there. DDR4, even brand new, is
relatively affordable. Anything that takes some of the squeeze off, I support at this point.
So just with quick skimming, it sounds like their price is $100 cheaper than the used price,
which that blows my mind. I know. I know. Thanks, I guess. Yeah. Yeah. Sounds like it'll be
really helpful. I just, geez. No wonder people are building computers. Should we talk about that?
Because I also talked to manufacturers that were like, yikes.
Yeah, so I'm not going to name any names.
I'm not trying to call out anyone's specific business.
But I talked to one manufacturer that said that their sales,
and they make like an accessory product.
This is 100%.
Yeah.
Like basically something that isn't a CPU or GPU,
but is something that you can't really build a computer without.
Okay.
And they said that they were down about.
30%
which is
you know coming back to what we were talking about earlier
right where 30% down
is a lot more than the like
you know 30% growth that we had year over year
when we were first starting out
you know once they once you reach a certain scale
you've got employees you've got facilities
you've got you know marketing campaigns
you've got all these things that you're doing as a company
that you've scaled up
according to the scale that you've reached.
And when suddenly,
30% of your revenue is gone,
you're sitting there looking at it going,
like they were talking about
how hard it is to forecast production right now.
Yeah.
Lead times, they were saying,
on a good day,
they're going to have to know
what they need in their warehouse
six months ahead of time.
And right now, that's like...
Probably it's supposed to do that.
Impossible.
Yeah, talking to, like you said,
kind of accessories things.
Yeah, if it's not compute, pretty much,
everybody's kind of freaking out.
I know I was talking to one brand.
Dan, put up the thing.
Who even, did I say, I don't know?
I was talking to one brand who even sells things
that are a little bit more in that field,
but they're more,
they have to buy an expensive component
and then use it in the product that they're selling
and they're saying that even they are down.
because their costs are so freaking high that even though they're selling it for so much right now,
it just doesn't even really matter.
I meant the Warren Buffett thing.
I didn't mean that doesn't know thing.
That's why I got to say.
The moment's past.
Yeah, yeah, yeah.
It was pretty wild.
Case, fans, all that type of stuff.
If nobody's building computers, if nobody's building personal computers, PCs,
then those things aren't selling.
Like, it just, it is what it is.
I think McGarnacle actually has a way more human way of sort of illustrating what I've been trying to say about that.
When you're a company of three people, 30% hiring is one person.
When you're a company of 10 people, to grow 30%, you would hire three people.
When you've achieved scale and you are a company of 100 people, a 30% reduction would be 30 people.
Like that's what we're talking about here.
Which even like even if you think about the impact, not even not even on that company or on those individuals, but you think about the impact on the job market.
If you have 30 people in one field suddenly on the market in one geographical area, the industry might literally not even be able to like bear that.
Yeah, it might not be able to absorb it elsewhere.
If it's a one person change.
Yeah.
It's much more likely that you know there's a company that could add a person at the right person.
person came along and then they just bring that person on.
Yeah.
Yeah, it's a, it's a, it's a scary time right now.
And honestly, I had very similar conversations with at least one creator as well, where it's
just like the interest right now in, you know, building computers is pretty.
Oh, dude, it's bad.
It's pretty tough.
Yeah, I had, there was a dinner I had with a few and everyone was talking about it.
It's pretty rough right now.
Well, I said one because I have named many creators that I've talked to at the show.
Oh, yeah.
And so I just, you know, didn't want to.
Yeah.
It's everyone.
Yeah, yeah.
I'm not as well.
All right, we're just going to.
I don't know.
We're just going to be transparent about it.
Potato in full plain chat said 30%, and this is, I think, a good way of illustrating it,
because I don't think we've used the actual numbers.
30% up on 1,000 is 300 bucks.
But after you do that change, now,
30% down on that new number.
So 30% down on 1,300
is now 390.
Yeah.
So it's because you
already went up is where
it starts to get here.
So like, and it's like, so the way that
someone explained it to me.
Oh, thank you.
Is that if every day, if every other
day you like go up 10%
and then every other day you're down 10%,
eventually you have no money.
Yeah. That's, yeah.
Which is like,
what? Yeah. Yeah.
If it was all relative to the starting number, then you'd be fine.
Then you're fine.
But it's not.
But it's not.
Hey, speaking of companies that are scaling like crazy and doing great,
let's talk about Nvidia unveiling their Vera Rubin platform meant to power the future of AI.
According to Nvidia, it will offer 3.3 times the performance of comparable Blackwell Ultra hardware
and deliver a 4x reduction in the number of GPUs needed to train MOE models.
We don't have detailed specs for everything, but we do have some speeds and feeds that we can highlight.
The VARA CPU goes from 72 cores on Grace to 88 Nvidia custom Olympus cores this time.
These have full ARMVV-9.2 compatibility with ultra-fast NVLink C-to-C connectivity,
and this is one of the reasons, actually, that I forgot to talk to.
about earlier, that I'm a little more bullish on Nvidia's laptops. Because a lot of folks were like,
uh, gray CPU cores, they're, they're lame. It's a media tech, you know, CPU that just uses bonestock
arm cores. But clearly, Nvidia is not making an investment on the time scale of like,
you know, a couple of months or even a couple of years. They're going to have a,
roadmap if you don't get into silicon going well let's try one and see how it goes yeah you get into
silicon with uh how many generations of zen did jim keller say that he had like pretty much left
amd with when he when he departed it was like another three or something i thought it was three or four
yeah it was like a lot yeah like you and then you know again back to that arm announcement
they got up on stage and they were like this is the worst arm cp u we will ever make
the roadmap is great.
You know, obviously, buy these ones.
But like, this is, every one that we make in the future is better.
We talked about that with Pat and Intel all the time.
And then he's been gone for a bit.
And there's, you know, I think in our circles, most people get it.
But there's a lot of people being like, wow, the new CEO really turned stuff around.
And it's like, okay, we're also seeing some of the stuff that Pat was actually working on coming out.
coming out now.
He started a lot of balls rolling.
So anyway, this is one of the reasons that I'm more bullish on their laptop chips,
because these first ones, RTS Spark Gen 1, is the worst laptop chip that Invidia will ever
release.
And full custom Olympus cores.
Okay, sounds pretty cool to me.
I don't know, I don't really know much about it yet.
Ruben GPU, moving to HBM4 memory, third-generation transformer engine,
50-minute, yeah, 2.5x, the NVFP4 petap-lops of compute.
Okay, so this is like a way, way more powerful chip.
The new rack is using NVLink 6.
Each rack will have 260 terabytes per second of bandwidth.
And then this.
This is something that I actually do care about, 10 times higher inference per watt at one tenth
the cost per token.
And whether you like AI or hate AI, less watt good.
Less watt, definitely good.
And if you do like AI and you've noticed that all of a sudden it's amazing how it just
kind of happened overnight, the token cost crisis.
Oh yeah.
Yeah, yeah, yeah, yeah.
content the cost per token probably sounds pretty good to you right about now.
What else do we know about it?
Have we talked about that in a way to show?
For a little bit of context, there's a bunch of different places that are turning into
usage models instead of general subscription models including GitHub.
And it's really starting to show up on people's balance sheet.
Developers are running out of what they would, like their usage in a few days, I'm hearing
from some people is effectively capping out.
what they
I heard the Q1 budget was
covered or the full year's budget
was spent in Q1 yeah it's kind of the number
that a lot of people are thrown out so the
scaling is getting a little bit ridiculous
yeah but it's the you know it's the whole
drugs model give them a bit for free and then
and then pull the rug out yeah I just
I that was kind of that was
this reinforces actually
what I was saying in that video I did recently where I was like
the worst maybe over whatever I said, where storage is obviously still mooning and like there's
still a lot of problems. And if you talk to, if you talk to manufacturers who build that scale,
RAM is still really, really bad, even though retail has eased off a little bit. But this is kind of
exactly what I was talking about, where it's like, I couldn't really prove it.
But my crystal ball tea leaf vessel said, hey, the bean counters seem to be waking up.
And that's going to manifest in a bunch of different ways.
And one of the ways that that typically manifests is that you start actually charging for the service.
Yeah, I think it's interesting timing because the like gap between a lot of these models turning into usage base.
and the prevalence of local AI systems,
including PewDie Pies project
and a variety of other projects as well,
making it a lot easier for users to get into local hosting
and hearing about a lot of companies
switching to local hosting and stuff is like,
I honestly, I think they chose a terrible pie.
I think they actually should have done this
like six months ago.
Because I think it's dramatically, not a little bit,
dramatically easier to run local now than it was roughly six months ago.
So now if you're looking at your bills on these usage models, you're like, oh my God, this is
going to hemorrhge us. A very legitimate solution is to switch to local models.
The last metered bill they might ever send you might be for the guide that you ask your cloud
AI for to learn how to run local AI and local agents.
That's pretty funny.
Yeah, and it's like, you know, it's, you can get stronger models by going API routes and using these, these cloud systems.
But I am not convinced that the vast majority of people need like frontier level ability models.
I don't.
I just, dude, if like my alarm would set at the right time, honestly.
Yeah.
Like that would be enough for me.
I don't actually need much that's done.
that complicated. Can we just take a moment, though? Can we just take a moment, though, to congratulate
each other on being right about the cloud at every turn? The latency was always going to suck.
Not owning your own data was always going to suck. Paying for things forever instead of paying
for them once was always going to suck. Yep. And you know what's funny. I feel, sorry,
I'm totally going off topic.
There was significant backlash on our video on RTX Spark, where I said...
I think a lot of people didn't watch it.
Oh, well, yeah.
But one of the things that I said in it was that this is a bit of a...
You know, this could be the thing that makes me excited.
That makes me like, no, like really, like want to get into it.
and and I saw a lot of sentiment around like you know big AI got to Linus you know
uh blah blah blah you'll loan nothing you'll be happy I'm like bro that's exactly the opposite
yeah of what it is local AI like whether you like being able to run a large model on something
like a strax halo on something like a like a like a Mac right on something like one of
one of these laptops is huge and one of the things that's been kind of unexciting about it to me
up until now has been that it's just like it's it's inconvenient it's that's what the cloud is
is the cloud is convenient it's always there yeah but being able to have you know my personal jarvis
running on you know my on my desktop and running on my laptop or you know or running on my
my server at home and then I access it through my own private cloud or you know whatever I ultimately
you talk to it on discord yeah whatever I ultimately like architect for myself what's exciting to me about
it now is that I'm not telling my innermost secrets to Sam Altman I don't want to and it's been
it's been as like as much as the the chat gpT wands show where we've like tried it live as much as that
was one of the most exciting moments that I can remember in in tech right my temptation to actually
use it has been super low because I'm not I don't enjoy that and like we've seen this movie before
the pay-per-use model was always coming and I didn't want to get hooked on it yeah and there
there are there are applications and people and companies and whatnot where it will it will make sense
to keep doing with those.
And as apparently Theo is pointing out,
the efficiency is increasing with those.
And I mean, we're literally talking,
the core of this topic is talking about
how Vera Rubin is going to be significantly more efficient,
which should theoretically bring costs down.
But all of that, to me,
as someone who enjoys the hardware side of things,
doesn't even really matter.
And that cost.
If I can run really powerful models at home,
that's cool.
I want to do that.
And besides, you know,
adding to the,
Luke's point, everything that is in the data center today will be in your computer at some point.
And theoretically, Frontier models will keep progressing. But like a lot of the, there are really,
it might also turn into a mixed model situation where like, if you look at again, Odysseus PDPri's
project, you can decide to run local models or you can plug in an API. And you might run into a situation
where you have some pay-by-usage plan,
but you just don't use it for everything.
And if you need something that's much more complicated
that you could really use the power of a frontier model for,
or the speed potentially,
if you need it out really quick,
you could switch to that API, do the work,
and then switch back for your lower-level tasks.
But the trickle-down...
I think there's a lot of viability there as well.
The trickle-down will come.
I mean, if you're the kind of person
who has the discipline to buy a place
Station 4 the day the PlayStation 5 launches.
You know what I mean?
Yeah, yeah, yeah.
If you don't mind playing yesterday's game today.
And that might not be viable for you, and that's okay.
And that's okay, too.
But if you are, which I think I am.
I think I'm happy playing yesterday's model today.
If I can do it on my local hardware, then I find this really exciting.
Oh, yeah, yeah, yeah.
I think it's really exciting.
I think I would end up doing mixed.
there's things that I could use
even just on like an experiment standpoint
being able to every once in a while
slam a question at like the best possible model
out there is really interesting
but if I can for a lot of the like
what do you think the sentiment analysis
of this message is I don't
I've been able to do that since JPT3
just fine like it's okay
okay so but what will it cost
according to an estimate
from Morgan Stanley Research, as reported by PC Gamer, one NVL 72 rack. So that's one of the
full racks of Vera Rubin. Will cost hyperscalers an estimated $7,800,000. Very nice.
With about 2 million of that going to memory. That is crazy. That puts each Rubin GPU at about
$55,000. So there's a kind of comparison table of the bill of materials for
Gb 300, which was already an enormous price increase over the previous gen. And GPUs are going from
like two and a half mill to 3.9 mil. Memory is going from around 350, 400,000 to 2 million.
in. And then there's CPUs are steady.
Networking, other networking chips are going up. Dude, networking's getting crazy.
The GB3001U that I was checking out.
Had watercooled networking in it because, of course, it did.
Sure. I was at a booth for a brand that highly specializes in cooling in particular,
and they were talking about their network and memory cooling, which I thought was kind of interesting.
I've heard people really talk about memory cooling in a
in a while but yeah buddy they had like cold plates and went directly to your
modules oh yeah okay oh yeah there we go um all right we should probably get the
sponsor spots out of the way because we don't have a time time left in the show
so the show is brought to you by uh vesey Dan are you are you ready is this
working oh he's so ready um does the sight and feeling of a wet sock make you
nervous, anxious, or altogether displeased? Well, you already know that our sponsor Vessie
has your back or, well, your feet. Vessie for years now has been the go-to rainy day
shoe thanks to their claim that their shoes are 100% waterproof. That includes their
weekend sneaker, which isn't just great for a rainy fall day, but perfect for a day at the
beach or a walk in the woods. They really do a great job actually of being all
weather wearable. They're lightweight, breathable, comfortable, and thanks to their
diamond tax material, that same material that's responsible for keeping your socks
dry. They're just plain, the easiest thing to reach for in the morning, I think, is the best
thing that I can say about my Bessies is I don't have to think at all. I just put them on and
don't think and they're fine. Every pair comes with free shipping and is covered with a
30-day hassle-free returns policy and a one-year warranty.
So don't change your plans for the weather anymore.
Your Vesties will handle rain, rough ground, everything.
Get 15% off your vestsisys at vessi.com slash land show.
The show is also brought you by Squarespace.
While it's still a great place to show off videos of dancing animated hamsters,
the internet and websites have come a long way since those early days.
And our sponsor Squarespace knows that a website is an essential part of running any type of business now.
They make it easy to build a website.
whether you want to pick from one of many different templates
or create something more custom
with their design AI tool.
And Squarespace will even help your business
reach the right demographics with their SEO tools
so your page doesn't get lost in the proverbial sauce.
You can have features of your website designed
for special members of your community,
allowing you to monetize things like courses,
log entries, and more.
And again, back to just sort of my personal best experiences
with it, the greatest thing about Squarespace
is just how you.
easy it is to use and maintain. We don't think about our Squarespace website unless we need to
change something on it. And then when we do, it's super easy. And as a business owner,
I don't think there's any more positive thing that I can say about anything.
Yeah, that decision was made such a long time ago. And I remember being like pretty confident
and like, yeah, I don't want to worry about this like ever. And I'm so happy we will.
So start building your website today and get 10% off your first purchase by visiting
Squarespace.com slash when.
Dan, let's just jump through three and four as well.
Is that okay?
I was going to suggest that, yeah.
The show is also brought to you by MSI.
Their new X-36 monitor has a 34-inch 3440 by 1440 display.
It is a stunning QD-Oled panel using the latest fifth-gen-gen QD-O-LED with a new RGB-Street
Subpixel design for sharper text.
And it's one of those things that with the early QDLeds,
it's not like I was like this is a deal breaker.
Like I could rationalize that it's, you know, it's worth it because, man, they're gorgeous.
QDLLID is amazing.
But it's also nice to have clearer text back.
They really do look better.
Also, their dark armor film allows for deeper blacks and better scratch resistance
on the surface of the screen.
Those were a couple of other Achilles heels on the earlier QD OLEDs.
And because it's got five layers working in tandem, it gives your movies, games, and everything, better light efficiency and greater brightness.
You can also customize the HDR curve on this monitor for a smoother HDR experience.
Each monitor comes with a three-year warranty for Vernon, as well as MSI's OLEDCare 3.0,
which helps reduce the chances of images getting stuck.
So grab your MPG 3401.
CQR QDOL at X36 Monitor using our link down below.
Finally, Zapier is a no-code automation platform
that connects the different web apps that you or your business may use
and allows them to talk to each other
and automate repetitive tasks.
With Zapier's orchestration platform,
you can step away from the minutia of your job
and focus on things that are more deserving of your energy.
So you can have it connect the tools you use
to any of the major AI models.
You can use chat GPT or clock.
to create things like customer chatbots or autonomous agents,
and you can have it work alongside thousands of apps
to automate the more menial aspects of your job,
like Dropbox, office, Twitch, Airtable, Teams, and more.
Whether you're more tech savvy,
or if you have limited experience with AI workflows,
Zapier is meant to be easy to learn.
Teams around the world have already used Zapier
to automate over 300 million tasks.
If there's something you want automated,
like building a plan while you're out of office,
there's a good chance that Zapier has a template
already available. So go to zapier.com slash when to join millions of businesses transforming how
they work with Zapier and AI today. All right. Oh, I'm getting the look. Float plane announcement.
That makes sense. Sammy, do your announcement.
What? Yeah, Sammy, why don't you do the announcement? You always make us do the announcement.
What if we're lazy? Yeah, it's a team sport. Yeah, do it. I know, I know. The audio.
quality to be terrible if he yells it from there that's not that's not worth it um and i'm
disappointed he's not he's not sleeping this time i kind of i hadn't actually looked back at him yet
anyway copy text 2026 has wrapped and luke and i were there thanks sammy good talking points um
but what did we do well i had my entire tuesday recorded starting with morning soup
dumplings so oh I guess Dan do you want to throw a little bit of up a bit of it up
and skim around in it I can't do that I went to do it and realize that I can't
screen share or can I does this support screen share it does yes
technically does yeah yeah man is okay I don't know if we've checked check
your screen first for it okay we're gonna we're gonna do it we're gonna try it
let me see if it works it's gonna be crazy no we're gonna do it might come up as
it's right we're gonna do it live okay okay here it goes ready
Yeah. Boom.
Oh, it's a separate thing. It's a separate thing. Give me one sec.
Amazing. I can work with this.
He can work with this, folks.
This is actually awesome because we can have, it's just an entire other person now.
Oh, really? Yeah, one sec, one sec.
And then if I switch away from that tab, can you still see it?
Yes.
Okay. And I can turn it on off, but I need one second to create.
This software is magic.
Isn't it awesome?
He can adjust the focus of my webcam.
I can have a non-focused tab as a source.
He can put it into the foreground or remove it or whatever.
This is insane.
What's it called again?
It's called video ninja.
Video ninja.
Video.
Video.
Not ninja.
Never use it.
It's dangerous.
Anything this powerful must be dangerous, Luke.
Seriously, though.
Video Ninja.
Super cool.
I love it.
Okay, so I can throw that up now.
Boop.
All right, cool.
So I had my entire Tuesday recorded, starting my day with soup dumplings that were delivered by my wife.
I hung out with Alex and Andy at the Dell booth and ended the day with Badminton.
So you guys can accompany me for an entire day of Computex and kind of see what the whole thing looks like as we go through and, you know, do booth coverage and see new.
friends and old friends and non-friends and like this guy I don't know oh where do you
go he's gone oh this was fun this is in the Ventiva booth yeah there's a lot of insight into
kind of how the the sausage is made in this video it's definitely worth to watch yeah um and then
honestly I saw you sitting on the floor with your headphones in writing on a laptop and I was like
ah yes I have seen this scene before yeah very much so
And Luke did one of his iconic show floor walks with Sammy getting a ton of free food
homemade cookies, Red Bull.
Do you know about that bit?
No.
When Sammy and I do show floor walks, I try to acquire as many snacks for Sammy as I can.
So like part of, okay, so we started doing these show floor walks at CES when like pool cleaning
robots were like the main thing.
Yeah.
And it was just so boring, but we had to do a show floor walk.
Yeah.
So to like make the content more fun.
and made it about like, how can I acquire Sammy as many snacks as possible as like this subplot?
And then it just has become a thing that we do every time.
And I think we might have set the record this time.
It was like actually amazing.
A can of red, if we look at total dollar value acquired in snacks, a can of Red Bull is like really high up there.
And we got one.
Huh.
So that was like, that was pretty good.
All right.
Rock on.
I actually, this is a sample size of one, but I heard it was a good year for,
just like prising and giveaways. I played badminton with someone yesterday who won a 32 gig kit of
ram and someone he knows won a 5080. Whoa. So like yeah I don't know I don't know what it was about
this CompuTechs yeah we didn't really engage in that like there was nothing going on and yet everyone was
just a lot of money yeah yeah um not a lot happening but a lot of money floating around we still have
one more CompuTech float plane exclusive in fact I guess there's a solid chance that that's what
Sammy's working on right now. Nice. Sorry, this is not a great tripod situation. Not really designed
for what is being used for, but it works. But it's from my, it's from my South Korea Mall
trip. Oh. So this is now part of my, this is now part of my kit. It works. It fits and sits.
So if you want to visit Computex and filter through all the AI nonsense, uh, you can check out
of LMG.g.g slash FPWAN.
And our discussion question, oh, right, yeah, oh, right.
Okay.
Our discussion question is, what were some of the coolest things you saw at CompuTechs?
I think I already kind of, well, I said one of them, which was I really like the wooing dials.
I think that's a really cool thing that I haven't seen with keyboards before.
And being able to place them wherever you want, I think it's just awesome.
I've seen dials, haven't seen them like that.
Yeah, modular dials.
put them wherever you want that's cool and I could I could really see like again video
editor CAD designer something like that swapping basically all their F keys for just a bunch
of different dials that being potentially get rid of them that being potentially helpful the
other one is as Sammy suggested the immersion cool setup because of course it was I did I wasn't
gonna bother actually making a video of it but I thought their block design was really
interesting and it's a short on the LTT channel right now and you can see in the
thumbnail you just go to the thumbnail and then potentially share your screen
I'm gonna share my screen so hard because I have that power I'm so excited dude
this is so cool it's an immersion cooled system so you wouldn't normally
expect to see what looks like water cooling blocks on it but then you might also
notice that this only has one tube those are that's the GPU vertically
mounted in front of the motherboard.
So it only has one tube.
So what's really happened, you can see those,
like you're seeing the open fins on the end.
So it delivers the theoretically coldest oil directly
to the component.
And then the oil like squishes out of the water block
into the rest of the system, floats around,
gets pulled out.
So there's one out and two ins.
And the ins go directly to CPU and GPU.
Wait, one out?
There's like a pump.
going out to the radio.
Oh, two in, oh, okay, okay.
I might be using the bad term.
Okay, so you've got two supplies
and one return.
Yes, yes, yes.
Okay.
Yeah, yeah.
Sorry if I...
What happens if you submerge a peepin in liquid?
He's yelling at me.
This ionic is going to be.
Oh, God, I hate it.
I never used the shorts into face.
Watching Linas run into shorts was very funny.
Why is Luke so animated and I hate this?
Hey, get rid of it, get rid of it.
Oh, man.
Hey, there.
Geez.
I'm not made for this, Luke.
That was great.
But yeah, it was cool.
Maybe it's been done before.
I haven't personally seen it before, so seeing it in person was pretty cool.
All right.
It costs way too much.
Of course it does.
It makes no sense.
Not for you.
Not for me.
Maybe it does make dollars.
They were they did say like quite plainly that this was not a product for like
Your gaming PC at home. Yeah, it is in it in like a PC form factor, but they were talking like edge compute
Bob blah blah blah blah stuff like that. It really is time for us to to do another
Submersion cooled Luke PC isn't it? I think are we ready now? They'd be cool like is are there any like mineral oil can
air concerns anymore now that you're not as much
Because the computers in a different room now.
All right.
So it might be time.
It might be time.
We can do something.
I think we've got to do it.
I think we got to do it.
I think we've got to do it.
Didn't we even like find a case that we wanted to use?
Did we?
I thought so.
Yeah.
Because I thought we like, oh man.
You know what?
No.
No.
Because you know how you.
Oh, this is hilarious.
You wanted to do a NAS.
And then I held it hostage saying I only ever.
agreed to pay for your gaming PC, I'll build you a NAS, but it has to be mineral oil cooled,
and you have to actually use it. Is this ringing a bell now? And then you were like, no, I can't.
I'll just build my own NAS because I'm concerned about the mineral oil. And I was like, okay, suit
yourself. And then you were like, I'm going to build a NAS. Oh, wait, DRAM. I don't want to.
They always come crawling back. They come crawling back from my DRAM. You're going to build, because
it would be submerged. So you're going to be.
build me a flash-based NAS I don't know if it'll be flash-based you're gonna do a why
are we submersion cooling a hard drive mass well we won't subversion cool a hard drive oh I guess
we could helium hard drives are sealed now oh really yeah we totally could what the
yeah yeah yeah yeah paint crats is in the chat it goes yeah our hard drives sealed now yeah yeah
the new high capacity hard drives are sealed now what okay I've been out of that game that was a
That's kind of interesting, actually.
Yeah.
I don't know of any submerged hard drives.
Yes.
That makes it more interesting.
The most submerged hard drive so far.
Oh, dude.
Dude.
Yeah, so submersion as.
I knew there was like helium drives, but I didn't realize they were sealed.
Yeah.
Yeah, they have to be because, and they have to be like mega seal.
I just didn't put together.
Because helium's a super, super small molecule.
Yeah, yeah, yeah.
So they're...
It's going to try to escape.
Yeah, they, like, need, like, I remember them explaining to it to me back in the day.
Like, they needed, like, even, like, thicker chassis or something because helium will just, like, escape from things.
Interesting.
Yeah.
Hmm.
Molecule.
Nice.
Xfin in Float Play chat.
Yeah.
People are already meming the, like, I'll show you a submerged hard drive.
Get it.
Get it.
No. Nice. Solid.
It would be. It would be solid.
But not solid state.
Yeah.
If your hard drives solid for more than four hours.
All right. Hey, we've got an update on the Boink Pentathlon.
Speaking of solid hard drives.
It is now complete in this
event, LTT competed against 20 other teams by using computing power to support scientific
research and progress.
This year, we won silver overall thanks to our 93 participants.
Across all projects, LTT earned over 845 million points.
And I just want to do a special thanks to Pankrats from our...
Pankrats?
You're in chat right now.
Okay, first of all, aren't you supposed to be at work?
What are time zones?
What's he doing in chat?
I think it might be...
It's half that.
And second of all, second of all, why are you...
Oh, it's, okay, it's late.
And second of all, why are you personally donating to this project?
The company can donate prizes to the project.
I think we did.
We did?
Yeah.
Pancrette, you don't have to donate stuff.
I've done it for years, he says.
Okay, well, thank you.
It's pretty cool.
Special thanks to Pancre.
Dogwich, Sequence 211, and some anonymous forum members for donating a total of 27 prizes for the event.
Additionally, 10 participants will be walking away with a $100 LTT store gift card.
This is just a really cool forum community initiative that we're happy to continue to support.
Maybe next year we'll take home the gold.
I knew it was coming.
I looked at the overall ranks.
There's lead eater sitting at like 40% home.
Well, yeah.
Massive thanks to everyone who participated
and to SETI, Germany, for hosting the competition.
The final rankings and event summary can be found
in the final blog, which is over at nelitisectives.com
slash blogs.
There's not a lot of posts, so it shouldn't take you long to find it.
Lead eater, absolute Chad.
All right, what else we got?
Oh, we can collapse that one.
Anthropics going public?
Sure.
everybody's going public.
Well, you know, I actually find this to be a very interesting time.
And I know that that's sort of like a witch doctor curse.
May you live in interesting times.
But this is an interest.
As someone who is not very invested, literally in the stock market,
I am quite invested in the story of the stock market right now.
And I am finding it very interesting.
between SpaceX, OpenAI, Anthropic, all the money that is just chasing space and AI right now,
what these like mega IPOs are going to like do to the financial markets is very interesting to me.
Since we talked about that everything is red topic earlier in the show,
I did think that some of the people saying, oh, it's just being redistributed and we couldn't find where it was redistributed to.
it could be these upcoming IPOs.
I had that thought while we were talking about.
Consolidating cash.
So it could be preparing for things like this,
the SpaceX IPO, et cetera.
They might need, like you just said, cash on hand at the moment.
So Anthropic, the company behind Cloud, as I like to call it,
has confidentially filed, what?
It sounds classier.
It's good, I like it.
Has confidentially filed a draft S1 with the SEC
for a proposed IPO.
The filing comes less than a week
after a 65 billion Series H round
pushed the company's valuation to
$965 billion.
Surpassing OpenAI's $852 billion.
Crazy.
No share count or pricing has been set, and the company says the offering depends on market
conditions.
Revenue run rate reportedly hit around $47 billion annualized as of May 2026, up from
roughly $10 billion a year earlier.
Anthropic does seem to be the one that is...
They do, actually.
Actually...
actually making this business model maybe kind of make financial sense.
Maybe.
This kicks off what Wedbush analysts are calling the floodgates for the IPO market.
SpaceX is targeting a June 12th listing at up to a $2 trillion valuation.
OpenAI is preparing its own confidential filing,
and all three are racing to go public in what could be one of the most consequential IPO cycles since the dot-com era.
Yeah.
What a thing to compare to.
Yeah.
NASDAQ changed its index rules effective May 1st, cutting the waiting period for the NASDAQ
100 from three months to just 15 trading days from mega cap IPOs.
FTSC Russell cut theirs to five days.
Goldman Sachs estimates the NASDAQ change alone could trigger up to 60 billion enforced buying.
Okay, so that's a whole thing.
And that makes me deeply uncomfortable for anyone who's like retirement, like their 401K,
401k is just sort of buying these index funds because as soon as like a new mega cap stock
is included you like have to buy it and then you know every contribution you make like
force buys these things like if you were ever wondering how it is that Tesla's car
sales can go down and they can fall way behind in robotics which is apparently the
future of their company and like the stock doesn't just plummet it's because
once you're in these index funds people are just it's just auto buying and yeah 60 billion dollars
in forced buying uh that's that's a terrifying amount of money if if this does dot com who
yeah there is there is this is a side tangent thing but I want to say it before I forget
max O'Drive brought it up I saw this news this morning
Did you see Google is going to pay SpaceX $920 million a month for compute?
Apparently that went through very recently.
This whole thing is just the money floating around is insane.
We've talked about the money cycle going between these companies before.
Now it's going into like renting entire data centers off each other.
Like it's still going.
They're finding what did Sam Altman call it?
Innovative financial solutions or something.
I said that there, he said something on the lines of like opening eye needs to focus
more on financial innovation instead of just tech innovation.
This was, this was like a while ago.
Yeah, it's, uh, yeah, Ballster makes, uh, Ballster points out that, you know, if these get
into the SMP, it would be very dangerous for the government to let these things fail because
that would wipe out pensions everywhere.
What over the S&P wasn't 50K, dude?
Which at a time of, at a time where in general, Western populations are aging,
wiping out pensions would put even further burden on the smaller,
this-shaped younger generation to support them.
Like, as much as it's, I think, easy for Gen Zs and millennials and even some Gen X's
to kind of look at the boomers and go, hey, that just like bull run that was your entire life
and all that net worth that you accumulated mostly passively, you know, FU, and I hope it all collapses.
That wouldn't necessarily be good because I think in general it's better for that wealth to be
preserved so that it can be transferred
rather than for it to be completely
just wiped off the face of the earth right now.
But
don't listen to me.
I'm not an economist.
That's a good point.
Dan and chat said this is why
I keep telling people to stop being poor.
I don't know why no one listens to me.
What? I should be in charge of the economy.
It just makes so much sense.
He did say that.
That is a, yeah, that is an interesting point.
No one listens to me
It's getting very irritating
They literally sell bootstraps
Oh wait, they don't have any money to buy
Okay, maybe I haven't thought this through
What's next?
This is a off-current topic thing
That might be a good come up for there
Yeah, I thought you, oh no
This is the one that I thought you were going to pick
For the before show
This is so cool
This is very interesting
I was reading it before the show a little bit
but I didn't finish.
Physicists just achieved perfect randomness for the first time,
which made me do a, huh, when I first read that.
Researchers at E.H. Zurich have demonstrated a method
for generating certifiably perfect random numbers,
a longstanding challenge in cybersecurity,
including, if you want to look into a really fun article,
Cloudflare's lava lamps being like some of the solutions that they have
for trying to generate random numbers.
Generating numbers that seem random is pretty easy, and there's a lot of different solutions for it.
The hard part is proving that there's no hidden bias quietly steering the output, like, I don't know,
the ambient temperature of the room that the lava lamps are in.
But not from formulas, but from the physical imperfections and systemic errors in the hardware.
Even previous quantum random number generators, like ones based on photons hitting beam splitters,
carry these slight biases, which is what makes the results, the result of perfect randomness quite notable.
The ETH Zurich team took two quantum bits or qubits, cooled them to near absolute zero, and placed them 30 meters apart.
The things we do for a random number.
For science!
And then linked them through a cooled tube using microwave photons to create quantum entanglement.
The distance is deliberate.
It's far enough that the qubits can.
can't secretly share information during a measurement, even at the speed of light, apparently.
The clever part is what the team calls randomness amplification.
What a great name for a band.
It's a noise band called randomness amplification.
They deliberately started with imperfect, biased random numbers and used them to decide how to measure the qubits,
then fed those measured results through an algorithm that turns the flawed input into output they can certify as perfectly random.
Something that's known to be physically impossible to achieve using normal everyday physics.
It only works because of quantum mechanics.
The other big deal is that the certification comes from the quantum behavior they actually observed,
a device-independent approach, rather than trusting the hardware.
Long term, the researchers pitch it as an atomic clock for randomness.
A physically certified source that other systems can rely on to be checked against,
which is actually really interesting.
Yeah, right?
His whole thing is wild because one of the fun taglines for the nerds,
which I have pulled out many a time, is that nothing is truly random.
You can't make truly random on a computer.
And then people go like, okay, dude, yeah, but we're just trying to
pick like one out of ten to pick a place to go for dinner and it's like okay sure but but it is it has
been true it's been a real problem yes I have to say has been now for cryptographic applications
it's been a legitimate actual problem potentially user sorry yeah potentially security vulnerabilities
if people can figure out what the bias is and then find some way to plan for it which is
not always easy but sometimes it is so yeah gosh I just thought
this was so cool and the lengths that they went to.
Yeah, amazing.
This sounds awesome.
30 meters, yes, we need to, 30 meters away.
Okay.
They still can't communicate at light speed.
Got them.
This was awesome, very cool.
Proton Mail is letting folks send emails
from their Gmail address.
Which I didn't originally get, but sounds actually really cool.
Proton Mail can now connect directly to Gmail,
letting you send and receive Gmail messages from
Proton while keeping your existing Gmail address.
And that sounds like it defeats the purpose of using Proton mail.
Yeah.
At first.
But wait.
It's designed to make switching away from Gmail less painful.
So what Proton can do is limit how much Google can learn from your email activity.
If your contacts also use Proton, your emails can be end-to-end encrypted, preventing Google
from getting into sweet, sweet data.
And the big part.
The feature improves privacy and inbox consolidation, even if Google still has access to email sent to your Gmail account.
This is more of a bridge than a complete replacement for Gmail.
But what it can do is it can slowly but surely allow you to transition away.
Or if you do just basically want to stay for most everyday things, but then have some very security communication that you could route through it,
It could also do that.
Oh, our discussion question is, can you explain why email alternatives like Proton are so important?
The topic preparer says, I use Gmail.
I always think about switching it up.
What's a Gmail alternative like Proton's pitch and what is the appeal?
I mean, the appeal is encryption.
The fact that you pay for the product, so you are not the product.
They're not reading your emails.
They're not using it to serve you targeted ads.
They're not selling a profile about you to advertisers.
It's just email.
I think it's like, I think there's a lot of push these days for locally hosted services,
data privacy, stuff like that.
And I don't think it's because suddenly a massive part of the population is like doing bad things
that they need to hide from people.
I think it's just things were already ridiculous.
And in the age of chatbots, things are getting even more ridiculous in terms of grabbing your data and using it for potentially very negative things for you.
And it's just like, I don't know, if I have a bunch of stuff in my backpack, I don't want to have my backpack just searched by any random person on the street.
Maybe just screw off.
It's my backpack.
It's not because I'm like hiding illicit substances or weapons or something in my backpack.
Yeah, you're not Luigi.
Who might not have had a weapon in there?
We don't know.
I don't think you did.
We don't know where that weapon came from.
Nowhere.
It didn't even exist.
But it's just, yeah, I don't know.
Just screw off.
It's my stuff.
So having the ability to just keep prying eyes away from your own thing is good.
I think a lot of these cloud companies know too much about us.
And that's been true for a very long time.
But I think the tools to make that not as true,
it's still going to be pretty true,
but make that not as true are much more approachable
and starting to actually become kind of fun and interesting.
It can still be pain to self-host things,
but there are a lot more guides out there.
You can use public outlets,
to help you learn how to set up local ones or other forms of local hosting.
And yeah, the tools are better.
HexOS from from.
Eshtech.
Eshtek.
Investment disclosure for me.
For him.
And just, I mean, like PewDie Pye's thing, it helps you set it up, right?
So like there's with the cookbook portion of the tool, there's just a lot more resources
and it's a lot more approachable than it's ever been.
So people are finally kind of taking the leap.
Yeah.
Another leap is the leap that Wildcat Lake made in laptop affordability.
Across the PC industry, manufacturers are using Intel's new, low-power, Wildcat Lake
CPUs to build affordable yet seemingly premium laptops.
We're talking thin designs, long battery life.
metal construction, high refresh rate displays, and even performance that comfortably handles everyday workloads.
What makes the trend notable is that these machines are no longer just competing on spec, as we've normally seen at the low end of the Windows laptop range.
The emphasis is instead on delivering a polished experience at mainstream prices, with some of the aforementioned features appearing in laptops that would have been
considered budget priced devices just a few years ago. Dell's new
XPS 13 is one of the most prominent Wildcat Lake laptops announced so far,
pairing Intel's new chip with a CNC aluminum chassis, a 13.4 inch, 2.5K,
up to 120 hertz variable refresh rate touchscreen, and a weight of less than
one kilogram, and the pricing starts at 699 US or 599 for students.
Dude, did you touch it? No.
you touch my wildcat? I did not touch your wildcat. It's pretty sick. It only has two type
Cs, unfortunately, to get it like as thin and slick as it is. The ASUS has a little bit more
reasonable I-O, but they haven't announced pricing. But dude, the Dell, it feels like...
Put a lot of people were really into Dell this show. It feels like it should start at like
1299. It's really interesting with the Neo sparking these like super premium.
cheap laptops.
So Dell insisted.
It must have been already becoming.
Dell insisted.
They were like, we telegraphed this move before, like way before that we were going
to do a like very aggressively priced entry level into, you know, whatever, whatever, whatever,
but I'm looking at it going like, right, but like, did you say that because, you know, the scuttle
butt in the industry was that Apple was going to be pricing the Neo so aggressively?
Like I just...
I was going to say it's probably because they got tipped off relatively early.
You learn after being in this industry for a while, there's a lot of people that just kind of float between companies.
I guarantee you there's people at Dell that used to work at Apple and vice versa.
So, you know, whatever Dell might claim, it really does seem like the XPS 13 is directly targeting the Neo on price.
It's also interesting because apparently, I think I read this this morning as well, but Apple is like massively ramping production of the Neo.
apparently they doubled it.
Yeah.
Which like...
That's crazy.
Dude, I...
Look, I'm not an analyst or whatever,
but I could have told them
that that thing was going to just fly off the shelf.
So they just, they nailed it.
They completely redefined what people expect
from an entry-level laptop,
and I'm so glad.
It's always frustrating for me
to see how quickly the PC industry
could have done something awesome,
or how quickly Android phone makers could have done something awesome?
I was just always stuck following, which is so frustrating.
But fine, whatever.
If we just have to let Apple take the lead and then eventually, thanks to Apple, we get better stuff.
I've said this many times.
Thank you, Apple.
Yeah.
Not because necessarily I use all your products.
I really like some of your products.
I'm a big fan of the AirPods Pro line.
You know?
Oh, yeah, AirPods, AirPods enjoyers, both of us.
But all the other stuff that I don't care to use day-to-day, I still appreciate because it makes everyone else do it a little bit better.
Great job.
And Wildcat Lake looks legitimately exciting.
The performance isn't amazing, but multi-threaded, it should be pretty close to the A18 Pro.
It's in the MacBook Neo, even though the A18 Pro does have a single-thread advantage, but also, you know, some of these PC makers might think to actually cool Panther Lake, or excuse me, Wildcat Lake, Apple.
doesn't really see fit to do that.
So I think there's going to be some kind of give and take on the performance side.
And man, the devices feel good.
Everything we touched felt good.
I would have guessed that the Neo was going to be really strong.
I was really strong.
Users, it went.
I know a lot of people who have never used Macs that got a Neo.
That was pretty crazy.
It's a compelling package.
Speaking of compelling package,
noctua shows off improved.
Thermocyphon prototype.
Not to a dedicated some booth space at CompuTechs 20206
to show off their ongoing work on their passively circulated liquid cooling.
The thermosiphon heat sink works by...
I would say fluid cooling.
It's two-phase.
Yeah, okay.
Yeah.
Yeah, fair enough.
I like that.
The thermo-siphon heat sink works by...
It works by exposing fluid in a closed...
closed loop, oh my goodness, typos are going to mess me up right now, and a closed loop to a heat source.
The CPU in this case, the heated...
Do you want me to do this?
Yeah.
Okay.
Not to a dedicated smooth space at Computex to show off their ongoing work on passively circulated fluid cooling.
Their thermosiphon works by exposing fluid in a closed loop to a heat source.
In this case, the CPU.
The heated liquid becomes a gas, entering a condenser.
So that sits up and takes the role of like your traditional radiator in your water cooling,
where it sheds the heat, reverting to a liquid, naturally falling down, condensing, you might even say, to the bottom of the loop.
It's a simple principle, but it gets quite a bit trickier when it meets the real world.
And many companies have tried to do this.
We've shown off prototypes at Computex before.
Noctua demoed their last prototype last year, running, I believe,
it was a 9800 or a 7800 x3d or something like that running a game and it was not throttling but it was only
running a game this year they stepped it up um they were running a 9950 x3d at a package power
tracking of 230 watts so they were running an occt load on it and they put it right next to a triple fan
traditional pumped radiator system and both of them were within about two to three
degrees depending on which way the breeze was kind of flowing within the booth that's
awesome very impressive just a little over 80 degrees on both of them no pump is it is
it silent hard to tell on the show floor that's fair because I have encountered
other pumpless systems there's that case that we did a video on a little while ago
that was like the the callios street
collaboration case and it makes a distinct beautiful system um yeah it's it's in my basement yeah
i could not take it apart i just incredibly i couldn't allow it to happen yeah gorgeous gorgeous system
but it has a distinct uh sound that i think has been best described as the sound of a toilet
tank refilling from another room just kind of like a trickly boyley yeah exactly which is
a soft whirring of a fan or a very, very quiet pump that is going to sound very consistent
might actually be worse.
It doesn't matter in the context of where I have the system deployed.
It's in the rec room, so it's mostly used for VR.
Yeah, so whatever.
So you have a VR headset on, so whatever.
It looks so cool.
But I haven't heard just how silent Noctua's is just yet.
I also saw a two-phase system.
It was not like this at all, and there...
Was there?
There was technically pumps involved.
But it was an immersion cold system where the boiling point was like 30 degrees Celsius.
That's cool.
So they had a pump and huge, massive triple rad and each fan was like this big.
And there was, I think it was four or five fans per thing.
It's for a four-you server.
It's not like, this is not for your computer at home.
I'll take two.
Unless you have a four-U server at home, which our audience might.
Yeah, exactly.
I realized that
Yeah, I realize that
While saying like
Not for your sister at home that both people I'm talking to right now have one
Oh, take two
One
Oh yeah, fair, fair
Darn it
People chat are bringing up
Okay, whatever, all right
You want to do a group by?
But yeah, they had
So they were they were water cooling with a pump
A pipe that went through the main chamber
That once it like
evaporated, it would condense on the pipe and then come back down.
So it was not at all for noise.
It was just a method of cooling for them, which is interesting.
Hey, after last week's explosion, Blue Origin has vowed to launch a new rocket sometime this year.
New Glenn.
Yep, New Glenn rocket, yeah, their new Glenn rocket blew up during a pre-launch hot fire test,
destroying the vehicle and damaging its only active launch pad.
The blast was dramatic enough to trigger industry-women.
doubts that New Glenn could fly again before 2027.
But despite that, Blue Origin CEO, Dave Limp, is projecting a surprisingly fast recovery,
key infrastructure.
Fuel tanks, water systems, and flight hardware survived, and Blue Origin said it expects
to launch New Glenn again before the end of 26, which if they can pull it off is good
news for Artemis, good news for space, good news for just sort of in general things.
You know, I'm stoked to hear the vow.
There is a lot of energy in space travel and rocketry right now, both literally and figuratively.
I was going to say.
And I suspect that they will put a lot of effort behind this.
Some of the damage is pretty intense.
Yeah.
But money can solve a lot of time.
Yeah.
So maybe they'll figure it out.
I mean, when you have, you know, me money, you could wait six months for, you know, someone to look at a building permit.
When you have Bezos money.
They'll look at it now.
So maybe they can get this done.
Yeah, yeah.
There's also like, in this case, the government is like literally backing them, which I think helps that whole situation as well.
Like there's, there's some stuff behind it.
Maybe they'll start cooking on this real quick.
But as far as my understanding goes, it should take longer than this to fully understand all the damage.
So we'll see how that goes.
Hopefully it's good.
Gilmour D in Floop playing chat says, wait, wait, wait.
The CEO of Blue Pneas Rocket Company is named Mr. Limb.
Did I hear that right?
That is pretty funny.
There's a disgusting question that said, I've asked before, but when are we going to see Linus in space?
are explosions like this one holding you back from taking a trip to the stars.
Did you know that the LTT screwdriver has been used to make satellites?
Did you know that?
No?
Yeah, it totally has.
Really?
Oh, yeah.
The LTT screwdriver has made a lot of stuff.
We've sold over a quarter million screwdrivers.
They're out there.
It's actually pretty funny.
Every time someone shows up on the forum or the LTT subreddit or realistically anywhere,
like dunking on the LTT screwdriver, blah, blah,
blah blah overpriced blah blah blah this or whatever you know this is not a real tool it's a
toy for you know geeks or whatever people come crawling out of the woodwork being like i am an aviation
mechanic and here's my like battle war it's the best screwdriver ever run you need to shut your damn
mouth like people dude people are passionate about their tools no in general though about tools
oh yeah people are yeah like people treat tools like a freaking religion yeah i always if you thought
some PlayStation was bad.
Just like walk into a group of people who really like Milwaukee with like, I don't know,
the yellow team or something and see what happened.
What did you say about Milwaukee?
Did you see people using Milwaukee?
It gets hot pretty fast.
Yeah, no, it's, and so to have us in that same conversation is cool.
It's actually really funny to me because it's not something that I ever really thought about
as we were working on tools.
Sorry, what?
Dan Good said actively using my LTT screwdriver to fix Google servers at a
the data center right now. Yep. Uh, Mew says LTT screwdriver has made feral animal traps for the
Australian government. Like it's just, dude, people, you, you can, you can talk about a man's
appearance. You can talk about a man's penis size. You can even talk about a man's wife and
children. But if you talk about his tools, he's going to throw hands. Maybe not the kids.
Maybe not the kids.
The kids might be the one.
No, it's the tools.
The tools aren't the children.
Dude, I've met people like that, though.
They're like, their trucks and their tools.
I was going to say, trucks is kind of up there.
Red line.
Yeah.
Yeah.
It's so funny.
We should, we're rapidly running out of time.
We're rapidly approaching a deconstruction event of the show.
I'm trying to use rocket, rocket, rocket,
Deconstruction.
event.
A rapid deconstruct an event.
Okay, we do need to do the LTT store call out.
Dan, are you able to show the screen so that I can read at the same time as show the
tab?
Oh, wait, you know what?
I'll just- No.
I can read it.
No, you can't.
Okay.
I can show the screen.
Oh, you can share the screen.
Am I-
Nice.
That'll work great.
No, no, the next one over.
Give me a sec.
Oh, there we go.
Nice.
I don't have one yet.
Hold on.
Nice.
Yeah, he's got this.
This week, Creator Warehouse has achieved peak comfort.
Luke, we've done it.
Great job.
We are launching our Super Soft crew and Super Soft shorts.
They are made of the same unbelievably soft fleece as our fan favorite Super Soft hoodie
with a generous, relaxed fit.
And they're designed with Welp pockets.
For those who don't know what Welp means,
it's a sleek internal pocket that's built directly into the fabric
rather than sewn on top.
Basically, it's like it's an elevated, more premium look.
Did I mention, by the way, that these pockets are big enough for your phone
or random capable charger?
And the shorts have no less than three pockets.
So get comfy and head over to LMG.G-G-G-Slashing Super Soft Collection.
This is the part where I would normally, if we were doing a longer show, say, hey, checkout messages.
You can send a checkout message when you go ahead and place an order.
But I think we're just relying on the people who already knew about that to do a few comms at the end of the show here.
But yeah, go check out the new Super Soft crew and shorts.
By the way, I think we have finally struck a pretty fun cord.
With our audience, with the, if buying isn't owning t-shirt from last week.
Oh?
That was our most successful t-shirt launch in a very, very long time.
People are freaking loving this shirt.
Yeah.
Yeah, I think we might have to do a restock on this bad boy.
Yeah, get wrecked.
Oh, you can't see Luke's screen.
I swear it's always my people.
size is always sold out on everything.
I mean, you're definitely the target demo.
Excel Talls.
For this shirt, yeah.
Yeah, I came up with, I think I came up with another fun one.
Was it related to this?
Hold on, I have to check my emails to Bridget.
Oh yeah, yeah, okay, okay.
I wanna do a hat that just has like an ISO,
icon on it.
Yeah.
That's pretty good.
Yeah.
So like I feel like there's, I feel like, you know, I don't want to go straight, like, let's do an LTTI patch.
You know?
Would you do ISO icon on the front and then like, as a badge, like, right there?
Yeah, you could do a skull crossbones or something like that.
Yeah.
Yeah.
Yeah.
Yeah.
So I want to do some just kind of like more coded references, right?
We don't want to be overt about it, right?
you know where we want to keep it
we want to keep it real subtle
well okay the parrot with the
it's a little direct
it's okay the hat can be more subtle
but yeah I don't know
I think it's I think it's kind of
I think it's kind of fun
and it's honest is what it is
this is fun
the UK's competition and markets authority
or CMA has ordered Google
to let publishers opt out of AI overviews
the CMA was able to impose
this because it designated Google is having a
strategic market status in general search
and it has similar investigations ongoing into Apple and Microsoft,
so this likely isn't a one-off.
The ruling lands after Google announced that it would significantly expand AI
overviews in search, prompting backlash from publishers who are worried about losing traffic.
It requires Google to let publishers block AI overviews from pulling their content
via a toggle in Google Search console at both the directory and page level,
and guarantees that opting out won't hurt a site's regular search rankings.
The catch, though, is that sites'
that opt out, get zero traffic, and zero impressions from AI features, so you are trading exposure
for protection. Yeah, I think you're going to effectively get deranged, even if it's not, like,
officially. The ruling also makes proper attribution mandatory when a site's content is used
to generate a summary and gives publishers the option to stop Google from using their work
to fine-tune its models. If you can actually prevent them from doing that. Proper attribution
is going to be a problem. Better citation is definitely something I'd like to see from AI summaries.
One of the tricks that I do to try to get my, you know, AI stuff to, it's not to get it to hallucinate less,
it's to catch it faster when it does, is to make it cite sources and then actually go look at the
sources because often it just like hallucinates a URL.
So, we'll see how well that goes.
Notably, Google thought this, as it argued in February, that excessive attribution of lots of sources may worsen the user experience and lead to fewer clicks, not more.
Bruh.
Uh-uh.
No.
Uh-uh.
Uh-uh.
Uh-uh.
They essentially claimed users don't want to see where the information came from.
Don't care.
Google now has nine months to fully comply with an implementation plan due within one month.
The CMA plans to assess the ruling's impact on publisher web traffic before considering whether Google should be paying publishers directly for their content.
This is good progress in my opinion. Let's see how it goes and hopefully this continues to expand before the entire
Independent Web dies. All right.
What it is doing? Why don't we do a couple of comms here and then we'll and then we'll call it we've got a thing to do
Sure, or okay, sorry last thing before that
I had so much fun shooting a not Computex video this week. I think my I think my favorite video of the week was actually not Computex I went
back to the tech mall.
I don't even know.
Sorry, I'll let you finish.
No, no, but.
I was going to say, I don't even know.
The video is not even out yet.
And I want you to expand
on this concept.
Yeah.
Watching you do the thing
while I was there was like, yeah,
this is cool.
From a chair in the corner here.
They never even gave me a chair.
I understand.
Damn.
That is the ultimate.
That's the ultimate.
Can you get any lower, but also being up higher?
My gosh.
Anyway, sorry.
So the last couple of years at Computex, the first time, I don't remember why we did it the first time.
But then the second time, because the first time was really successful and fun and good vibes.
but basically we've gone to this local tech mall
and just bought over-the-top computers
and then like giving them away on the street.
And that was fun, but I felt like, okay, you know, it's played out now.
How do we mix this up?
How do we like flip the script?
How do we subvert expectations?
And I was like, I'm not going to shop at the tech mall.
I'm going to work at the tech mall.
So I reported for duty.
was it two days ago not yesterday the day before i put on my i put on my apron yeah and i said okay boss
what do i do i saw and i went back to the store that we bought the system from the very first year so
two years ago and he was my boss for the day he built that system troubleshoot this
reinstall windows on that water cool this bend this tube uh he left for
long periods of time. I don't know if you know this.
Nope. He would like leave for 20 minutes, half an hour to go pick up a customer's
R-made you know GPU or like do whatever he's got to do. We had an issue with one of
the builds where a lot of those shops are single owner operator and this will
happen. Yep. They'll do that. And so one of the issues that I had with one of the
builds that I was working on was that the backplate on the GPU wouldn't
fit with the oversized RAM cooler that the customer wanted. They were interfering
because of the thick backplate. So we had to use a GPU riser in order to even
complete the build. And we had the cage for the for the for this vertical GPU kit,
but we didn't actually have the riser cable. So I was able to test fit it with the
cage, but he had to like go just to another store and like buy a kit so that I
could complete the build. So I was like working on another system in the meantime.
I forget where I was going with this, but like, he left.
He was gone.
And, like, if anyone came to the store, it was me and Google Translate.
Like, I had no training, so I was just, like, writing people's names and the issues with their computers on scraps of paper.
Like, I just...
Dude, it was so much fun.
I'm actually very proud of the result of...
of one of the things that I did,
I don't think you saw it.
Not the final.
Dude.
I'm assuming I know what you're talking about,
but not the final.
I've still got it.
Oh.
Oh, you mean the skill?
Oh, yeah.
I thought you meant the thing.
And I was like,
I thought that was like customer build.
No, no, no.
I still got it, brother.
Heck yeah.
I did a 90 degree bend by hand,
put it down on the tile.
Perfect.
Nice.
Actually perfect.
Nice.
Dude, I still got it.
Anyway.
It was a lot of fun, and I'm really excited for that video to come out.
It's going to be freaking awesome.
All right, let's do a couple of comms.
Yeah, sure.
I've just got a couple here for you.
If you had to do your job for a week using only your phone, would you be able to manage?
Or would it be an actual problem for the company?
Also, shipping seems faster these days to the UK.
Think.
Ooh.
So, I...
want to try. However, I think I would have to use something like the Z-fold, or the tri-fold,
excuse me, from Samsung that supports Dex because there's no way that I could do like script
review, like collaborative work on just a, like just a phone size screen. That would not,
that would not work for me. But I think if I could use
Samsung decks, I could probably get by.
We don't really review raw footage, or I don't have to review raw footage over the network
anymore.
We use frame I.O.
So that would have been one of the obstacles in the past that would have prevented me from
doing that.
Otherwise, I think I could pull it off as long as I can use a keyboard mouse and a large monitor.
As for shipping, random shout out to Mr. Tony.
he has been behind the scenes
doing stuff
doing the work
we had a lot of operational debt
in creator warehouse
for years and that's not
that's not a shot at anybody
but Tony's been doing great
when you're learning when you're building the plane
while you're flying it and moving fast
and sometimes you know stuff happens
and you just got it you just got to kind of solve
problems and then deal with that later, you know.
But Tony has come in and basically from the outside improved nothing.
But from the inside, just fixed the damn machine.
Like, okay, at risk of revealing too much about the challenges that we had in the early
days, I think it was about a year ago, I was made aware that every return that had ever
been returned to create a warehouse was still sitting in a corner of the warehouse on giant stacked
pallets. All of them. That's when we did those like sale things. Those blind boxes. Yeah, yeah, yeah.
Because that was just like every return we'd ever had. We went through it, graded it, made
sure it was still in good condition or whatever, because a lot of it's still brand new.
Logistics is really hard. And people, to a lot of people, it's so simple. I order things on
Amazon and they just arrived the next day. It's so simple. It's like, yeah. Yeah, for Amazon. We're not
Amazon. And I don't think you want us to be Amazon. Yeah. Like it's complicated. And the fact that we are
a company at the relatively tiny scale that we are and we ship to so many countries is crazy.
I don't want to make any promises other than that I know that Tony's working on it. But one of the
things that people have thought is just insane that we don't offer is the ability to choose
your own shipper.
Oh.
Your own shipping provider.
We don't allow it.
We just ship with the one shipping provider.
And the reason for that is that it decompilatifies our logistics and gets us better rates so that
our overall shipping can be more price competitive.
Yeah.
But that's something that I know that he is actively working super hard on and that a lot of
people are going to be really excited for.
So, yeah, massive shout out.
Mr. Tony for all the logistics work that he's been doing and and a lot of it has been
especially not visible because it's been around dealing with like tariff crap that ended up being
completely unnecessary because they were deemed illegal.
Now they're coming back.
Yeah, I saw that unless they're not.
Unless they're not.
Yeah, who knows? The straight's open unless it isn't, you know.
True. I can't hear by the way. I don't know what is.
Yeah, can't hear anything. Oh, why not? I never unloaded it.
Hello? Sorry, can you hear this?
Call the Bondulance.
I meant from Dan primarily.
Oh, okay, well, here. You can just read it on here.
I have it. Sure.
Okay, go for again.
Just bought an LTT bag.
Hi!
Anyway, hi, Luke.
Specifically, a question for everyone.
I have started a computer repair service.
I'd like some professional opinions for stuff like pricing and values.
Let me know what he's done.
Love you.
I don't let you go first.
Oh, no, I meant let me know when Dan's done.
Oh, he's done talking.
Okay.
Am I?
Cool.
Thanks, man.
Ooh, tough time to get into that.
It's, I don't know, it might not be a super tough time because I'm assuming people are going to try to keep their systems going for a lot longer than they did in the past.
So you might be able to find a niche of people who just really can't upgrade right now.
And software issues never completely go away.
Yeah, I think it's less lucrative of a market now because I think antivirus is just like way.
way better than it was in like the early 2010's late 20 zeros. Pricing, I have no idea.
Values, I've kind of always been on the side of like, you know, the automotive shop that I know
that's near me that has like the longest wait list is also the one that is most reputable
for like not scamming their customers and stuff. And if you get known as someone that people can
reliably go to who will actually fix problems and charge not a low price but a
reasonable price for the job that you do hopefully that will continue getting
you customers I can't speak from experience on this because I've never tried to put
together a pricing model for a repair shop but what I can tell you is that as
someone who has thought about what that model might look like the way that I would
want to tackle Luke's not cheap but fair vibe is not quite it doesn't have to be like per
minute but like a 15 minute increment billing instead of like you know we start at one hour
so you know maybe you could do 15 or half hour increment billing but at like a higher hourly
rate or something like that like I could see I could see something like um
Or like, you know, or doing parts on like a cost plus model with transparency.
Like I always loved that about my mechanic shop back when I had to do, you know, like oil changes and stuff before I had an EV.
Oh, so you don't hide that. Because basically everybody does that.
Because just don't hide the fact that you're doing it.
No, Oscar would give me an itemized list down to like a 13 cent gasket and he would have his markup on it.
You're charging. He's charging you 15 cents for that gasket.
And you know it cost him 13.
Exactly. And everything was transparent and really honest. And like a big part of building trust is, you know, never advise. If someone comes in asking to spend money, advising them if they shouldn't, that's really, really important.
So something I ran into, because I was doing this for a little bit out of high school. Something I ran into is where the money was for me was in service contracts or even individual jobs for, for,
fairly small businesses, making sure that their systems were secure. I worked with a lot of, like,
it would be like a notary republic, notary public, notary public, notary public, not only,
and like small little law firms and stuff like that where like they cared about their data
security where the loss of all their data could be the loss of their company. So like that was
a valuable thing to them. They cared about that. But
the job for you isn't necessarily like
hyper complicated. You just need to be able to
way you need a way to be able to jump into their systems
quickly and reliably. They need to make sure that their security stuff is
well up to date and that the usage of their computers is
locked down enough that it is reasonably secure
and you're kind of like I found it useful to literally walk through
their little office. He's always really small because I was a small. I was a
time operation myself you were but I mean not that small you were never as small as me for
instance but walk through their office and make sure like no one's doing sticky
note passwords and stuff like that like look observe and actually act on those
things that's where I found these amount of money I don't think this person is
suggesting that they're opening a shop because they said they've started a service
yeah mobile service seems like kind of a pretty cool way to go definitely the way to go
I would not open a brick and mortar.
Back when I was still working at the computer store
and my aunt and uncle have always really encouraged me
to pursue entrepreneurship in some form.
I don't think they would have predicted this whole YouTube thing.
But my aunt came up with this kind of fun name for a business
that she called Nephew to the Rescue.
That's pretty good.
Yeah, she was like, basically her concept for it
was like tech repair by bike, essentially.
and you recruit, whether it's through like an affiliate type program or whether it's like a partnership,
you recruit nephews to try to sort of cover a geographical region.
And by doing everything just with like kind of your kit on a bicycle and bringing it the service to people,
you could be competitive with something like a geek squad by keeping your overhead super low.
and the idea is just that, you know, you're not like a major corporate sort of scary thing,
fair and reasonable, friendly pricing, and knowledgeable nephews to kind of come in and help you with your tech stuff.
And it seemed like a really cool idea, but I was not at a stage in my life where I was, you know, ready to start a business.
But it legitimately seems like, yeah, kind of a pretty fun branding for it.
it and a kind of neat model, actually.
Pankrat said, having been in computer support business in the past, it will vary from market
to market, but business IT support will be $150 to $200 an hour pretty easily in most places,
but most lean towards standardized contracts, like support contracts and stuff.
Obviously, more consumer-facing stuff will be a bit less, but I wouldn't expect much
less than $100 an hour.
Something I liked about standardized contracts was if you do a really good job, you might not need
to do any work that month and you still get paid, which is pretty sweet. But that also
means that if proverbial poop hits the fan and say it's like a wide attack that's hitting
potentially all of the places that you're servicing, you might also have a really terrible
month. But yeah, with that, we are overtime. Someone finally noticed.
That we're flipped?
Find it. Yeah, someone asked if our faces are...
Yeah, here it is. You should unflip it for the...
Urban fervor says, am I on drugs?
Or are Linus and Luke's faces slightly warped?
Yeah, go for it, Dan.
Yeah, flip it back and then we can say goodbye.
I got to run out.
Yeah, sure.
There you go.
And I never got to use my technical difficulties background.
They work so hard on it.
There you go.
All right.
No.
Notice how the text on my shirt is facing the right way now.
Yeah.
You got bamboozers.
Just give people a hard time for relief.
All right, thanks for tuning in guys.
See again.
Next week, same bad time, same bad channel.
Bye!
Bye!
I'm gonna pack you like, practically everything up in.
What the...
Who's this from?
Oh.
That's cool.
I want to show off my technical difficulties background.
I'm too proud of it.
There we go.
Thanks for tuning in, everybody.
