Google’s Best Feature In Years - WAN Show June 5, 2026

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. Nvidia wants to power your next Windows laptop with their RTX Spark chip. We are going to be talking about that because uh 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 deleify your life. Uh AMD extends AM5 longevity through 2029. And also the honestly most important news of this entire week with Computex 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 in. Hopefully. Are they The show is brought to you today by Vessie, Squarespace, MSI, and Zapier, alongside our rap partner, Dbrand, our Razer partner, Laptop, and our chair partner, Razer. 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 Dan, I forget which one you chose. The phone. Oh yeah, we didn't even mention that at the beginning of the show. I wish I could say I was jetlagged 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, Veritassium did a whole like video on this. Um, 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, um, 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 be 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 crossplatform work with other people." Yeah. Yeah. Yeah. Yeah. Yeah. This is so freaking cool. I was going to say I I obviously love the idea of the feature but the the locks down like this is literally talking about your parents. My mom has an iPhone. Exactly. So it's like ah but again RCS based this could be multiplatform. Hopefully it becomes that because this is going to be a big problem already has been for some people. I know I I don't know if I talked about this on W 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? No. Okay. So, I'll I'll go for it. I got a call from I 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 uh like uh fundraising thing. Holy crap. You got like hyper brother, dad. Could you be could you have been more targeted than firefighters curling association? I I I have to look it up again, but it's like a real thing. Honestly, though, curling association Canada like like could it have been the you know the the guild of Luke leafier family who play WoW and they they could have like like like that might have been slightly more targeted. That's Canadian firefighters curling association and they do actually do fundraising. So like it's Yeah. And they're not really fundraising for themselves. are fundraising for like community causes and stuff. 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 cuz 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 realized 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, 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. You know what I mean? So and I don't know in this context I don't know this person. So it adds something there as well like that this this feature would not have saved me from this particular problem. But the thing is that that happening one time to me man made me realize that this is h and like I looked it up afterwards and there's a bunch of people talking about these calls they were getting this is a thing. It could have been honestly as simple as you like as them setting up a domain that's like uh you know firefighters curling association dot or whatever you know. 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 I mean if you were putting in five bucks, I don't know. I I could see, man, that's crazy cuz like I 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. I I I look through source sometimes. I look up like uh I'll look up the domain and see if other people think it's legit. I 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 like it's getting so much easier now to just put in a prompt and basically say, "Yeah, just generate this. Generate this for me." Um, and if anything, I find that typos are more of a solid indicator that someone is a real human now than uh than, you know, perfect copy on a website. But I I think I feel like a lot of um I feel like a lot of things are kind of cluing into that as well to make things more natural. Throwing in like like the occasional typo. I'm just Man, that was another thing that kind of tipped it off. Was that the voice was like almost too perfect. I know people are talking about compression and stuff. There was compression, but like Yeah. Right. There was no ums a 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 payment and there's just no uncertainty or like and there was like, yeah, maybe someone's just hyper dedicated to the script, but there was lines that were like identical, right? That was where the 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. Um and it was also like I I think comparatively to your barbecue situation, I got woken up by this call at like 7 in the morning or something. So, I was I was also like cognitively 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, which was a nice like default fallback which kind of saved me. But yeah, like that's crazy. And and it's going to get easier and easier and easier 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 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?" But nothing I 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. The the number matching thing is pretty good. It's like it's like the general rule like if your bank or or something like that ever calls you, just call them back. But don't 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 we just wasted cuz I had to sit through the hold queue in order to get back to them. 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. You can spoof it. Yeah. So like you 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 that's that's that's the only way. I know people that do that, dude. It's funny because that made per 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 this is completely unrelated, but we're we're talking about security stuff and it it made me think of this, but someone on the show floor walked up and they had one of those like uh what was it? ESP32. Those like little tiny boards and they programmed it. They had two of them dangling off their bag and they programmed it to spam uh AirPods are trying to connect your phone notifications to people's iPhones that were walking by. And he was explaining how it worked to me. and somebody was walking by with an iPhone and he was like, "Oh yeah, look." And they weren't like we couldn't even see their screen yet. And as they walked past they're like dismissing the notification just keeps coming back up and 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. That's just like still an issue. Yeah, someone's like, "Yep, someone playing chat." Oh man. Um, security's fun, but yeah, I 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, but we'll go back to writing checks. Horses and buggies. Yeah. And then you're going to get like uh dogs mating with cats 3D systems where we're where people are forging signatures again and stuff. It would be great. Oh, dude. Yeah. I mean, you could you could make an auto pen like Oh, yeah. like that these days. Just roll out. Yeah. Roll out of the uh of the the new fake call detection feature is coming uh globally beginning with Pixel phones and then expanding to Android 12 plus devices. It is on by default and can be disabled in the phone by Google app settings. But I 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 um is probably no worse than anything else that they are doing. Uh 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 uh 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?" Cuz this legitimately seems like a an essential feature as we move into the future. Um all right. You want to pick something essential uh from the doc? Uh oh boy. Hold on. Let me look for a second. He'll find something essential. You can't live without it, folks. I don't know. Is 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 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 uh 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 a 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 uh aside from Paint.NET being based in free uh freaking awesome. If you need a like a quick edit to an image, it has so many plugins. Head over to paint.net. It's that easy. That is actually so cool cuz it's been He wants to do it. He can't resist. I did it earlier. I I did it earlier, too. One of the one of the biggest pains about like suggesting it to people ever has just been like I'm afraid you'll get scammed. 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 Yeah. Steam powered steamowered.com is where you go to download Steam. Well, you know what it is? It's the same situation from 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 the situation would be like. And you know what I mean? Maybe 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 can't download Steam. No. Who doesn't just Google a thing? Paint.NET. Paint.NET was weird because the name of it was a domain. So, it was like it was kind of kind of especially bad. Like if it was steam.com, if if if like steam was actually called steam.com I didn't know this one. Sorry. Go ahead. No, no, no. Hold on. Hold on. Get to it. Yeah. If if if Yeah. Again, if Steam was actually called Steam.com and then didn't go to Steam, that would be really confusing. Um I've heard of 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 How did I never see this? I I've seen this so yeah I'm not I don't know but you know I mean there's too many things on the internet to come around everything I I am kind of surprised like with Steam at some point with Nissan at some point like how how do how do you not just offer a very high but reasonable number cuz like like Steam Steam as well like Steam.com they're not even parking it. No, they're not doing anything with it. I mean, I guess 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. So, that because Valve I think and look, I 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, But they don't want to enrich the domain squatters. So, it's the I mean, it's the same thing that we always talk about on WAN show. anytime that they're like scalping on a new console or a new Steam controller or whatever it happens to be, right? Is 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 I I got to just kind of go, look, don't hate the player. Hate the stupid people who enrich the player. Not stupid. Stupid's a strong word. I don't think they're stupid. I think they bad parents. They're they're sending the wrong signals and they are um they are enabling a behavior that is 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. Gotcha. I thought you were talking about scammers for a second and I was like I don't think they mean to. I get it. No. Yeah. Uh, so this is another one that I had seen before but had forgotten about. Uh, white house.com is an election betting site. Um, because I guess the US government Yeah, it's or.org, right? So, yeah. Orgov, excuse me.gov. So, this is I can't share my screen, I guess, but uh, Pancress shared in flipping chat the what steam.com used to look like. And I remember this. I also remember the this domain is not for sale. I just don't understand. Is the former home of steam tunnel operations. Okay. Nice. Sure. Solid. Um anyway, congratulations Rick Brewster, you did it. You finally did it. We're genuinely excited for you and for everyone who ever, you know, got confused by the previous situation. Absolutely awesome. Um, let's jump into Oh, hey, can we can we watch the thing, Dan? Yeah, we can watch and then we'll Yeah, then we'll talk about the spiel or do you want to watch it first? Um, yeah, I'll I'll do the spiel. Uh, what if did uh an affiliate spot for the LTT store scribe driver pen and uh I just thought he did such an amazing, incredible creative job of it. Um, 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. Um, 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 is very very um I know a few people that really like complimentary of the 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 Here's what would happen if a pen hit Earth at the speed of light. This is LTT's driver boltaction pen made by fellow Canadian YouTuber Linus TechTips. It's stainless steel, overengineered by nerds, and has a satisfying boltaction click, grippy diamond cut nurling, and even takes Parker G2 refills. It's what I use 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 alien civilization gets this pen to 99.9% the speed of light. Well, that's almost 300,000 km/s, 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 enormous explosion before it even reached the surface. Maybe cut 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, uh just thought that was super cool. We're uh 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. Uh creator sponsorships. Uh actually Oh, I got a great selfie with uh a couple of channels that we sponsor. Um you you might like this Luke. Here we like here at the show. Let me see if I can find it. Yeah. Yeah. It was I don't know if you've uh I don't know if you've heard of them before. Here, let me hold this up for the for the people on the camera here. So, uh Oh, hold on. Oh, I I disabled your autofocus, so you'll have to Yeah. Yeah. Yeah, that makes sense. Yeah. So, uh this guy this guy's name is Andy. Uh he's from a channel called Zip Tie Tuning. Um and Zip Tie Tech. Yeah. And then, uh this is this is Sammit. Um he does like drift car racing um over in Japan and uh he once he had this guy with kind of like a kind of a loud laugh. Yeah. He's like kind of like a laughier kind of guy laughier guy kind of in his car once. He took him out he took him out drift racing. You might have heard of him. It was it was it was a good time. Yeah. Yeah. So um 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 It's been fulfilling to No, it's the opposite of that actually. Like, cuz I'll be honest with you, we don't really know what we're doing yet. So, a lot of the like sponsorships and stuff we're doing are not lucrative, right? Um, but what they are is they're like, like I me I was looking for another word for for good that did not mean that, but then I settled on a synonym. Yeah. So, it's it's been very cool moving from the the sponsor to the sponsor and it's something that within reason we we do want to continue to do more of. Um, all right. What else we What else? So, zero dollars enriching. I 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 links. Yeah. I don't want to 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 W 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 I didn't even mean it that way. I I just saw it as like it's I mean it's a money out procedure. 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 Yeah. So there's cost I think it's good. It's like um we we've had a problem for a long time of like getting the cool products that we have to people that aren't just just our audience. Um and you know uh I think some people have noticed the the ads and stuff going on the rest of the internet trying to spread it out from there. Um but part of it's also trying to sponsor other creators and do stuff like that. So we want to we want to continue to do more of that. Uh, what else we What else we got? I forget how we got on. 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 MediaTek, the Spark combines up to 20 cores, up to 6,144 Blackwell GPU cores, and up to 128 gigs of unified LPTDR5X memory in an allnew super chip with up to one pedlop 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 like across the board, though. Well, no. I I absolutely think you're right. I I I mean, would you argue that Stricks Halo is not a super chip? Well, that's what I mean. Like, if if we if we call this a super chip, I think that might be okay, but we also have to call Stricks Halo a super chip. I think I'm down. That's That's fine with me. Stricks 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. Uh, recent attempts at Windows on AARM have been a lot more promising than early attempts in the RT days. Microsoft's x86 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 Pavan Davaluri told our team that there is active work being done with the developers of Easy Antiche, Battle Eye, and Denuvo along with Riot Games and Crafting to bring ARM support to League of Legends, Valerant, and PUBG. Pricing has not been revealed. Okay, Mr. Luke, I think both of us probably went into Computex thinking DOA. No, you weren't quite as you weren't quite as negative as me about it. I I was a little year and a half late. Yes. The the word on the street is this was supposed to launch at CES 2025 or announce at CES 2025, then Computex 2025, then, you know, maybe CES 26, and now here it is finally 18 months later. I I think part of it part of the reason why I had potentially higher hopes is just because of what uh actually Qualcomm has been doing. I think a lot of the road was paved by other people here. Um, Microsoft working on their translation layers, Qualcomm working on a huge range of different things. Um, 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 they appled kind of they waited for Qualcomm and Microsoft and I'm 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 Nvidia waiting for there to be a lucrative enough business case to do a ton of the work. Um in this in 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. Um those ones have way more cores. I think it's like 72 CPU cores and then the the the GPU that's bolted to it is yeah is is obviously not on the same scale whatsoever. Um, 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, 1,400 watts per Did it fit in the socket per per super chip? Um, you know, with a little bit of coaxing, a little bit of a little bit of assistance. Um anyway, God, I'm too tired for this. So, my reasons for my reasons for coming in thinking DOA were actually less to do with that um that I that I 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 Carmarmac was complaining a year ago like throttled in a mini desktop and like kind of sucked. Um that you know Wendell has talked about how the the performance for local AI is not that amazing. Um, 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 a or whatever. Boy, do I ever love the convenience though of being able to just run my games on Windows when I 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 all that work from Microsoft and Qualcomm and other players as well, but I still don't think it's like at par. 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 and basically, you know, because because I was like like we got through the presentation, we got through the presentation, they're talking about local agentic AI and they're talking about uh, you know, the efficiency of ARM cores and blah, blah, blah, blah, blah, blah. And I'm like, yes, yes, yes, yes, yes, yes, yes, yes. Um, 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, 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-che side and they're like, yeah, this is a huge part of why this has taken so long. I wouldn't be surprised and I'm I'm sure they do have stronger relationships with some of these companies and more longlasting ones, but Qualcomm was already doing a lot of that to be clear. Um, I'm not trying to Qualcomm glaze on the show. It's just like I don't think anyone would think you are. Yeah. Okay. Um it's like the these things were already being worked on. Um some people tried to name some other stuff Valve, but you know, uh 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. Um yeah, it's interesting. At least it's interesting. I don't know how the market feels about it because uh you know it's it's kind of nuts how in the last 5 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. Um yeah looking at the stock I mean look the stock is just stocks are just gambling now. Luke 6 months they're up 12 and a half%. Like nothing matters. If you want to see a fun one check ARM. So, I I attended the the announcement um I I was sponsored attending the announcement of their of their like AGI series CPUs. Um 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 I couldn't make any sense of it because immediately afterward like 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 not good like I 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 they're going to like sell a buttload of these kind of good, you know, and it like dipped and then it went like Um and and I just don't really So what what we're seeing is uh on a on a six-month view, the stock is up 143%. uh on a one-mon view, still super healthy, 64%. Um but when you start getting to, you know, your your five days, it's it's down 12%. Yeah. And so that's that's, you know, to do with the market, the the poly market, you might call it, the like I 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 or maybe always was. And to be clear, this isn't a a stock trading show. We we know nothing. This is not financial advice. But the 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, you know, retirement funds are invested 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 those. Okay. So, um, they fixed that, did they? The S&P 500 basically was like, "No." You have to wait a year. That was legitimately pretty scary. 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 uh again, this is the wrong place to really learn about this stuff, but yeah, we're looking at a bit of a blood bath kind of since Combutex, which is interesting. I don't know if it's actually related Computex. Probably not. I feel like very hard to say. You know, I had a really interesting conversation with uh with Dr. Cutras uh the other night. We we finally caught up. Man, I haven't I haven't talked to that guy in forever. Actually ran into like a fair number of like the old gang. I ran into Jay at um at the ASUS ROG booth. Oh yeah. I ran into Bitwick. 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. uh 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 um just the vibes of his stream while while we were kind of chatting and hanging out on it, I thought it was just awesome. Um yeah, ran into him obviously. Ran into Alex and Andy and um yeah, it was great. Anyway, so yeah, ran into uh into Dr. treacherous 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, Nvidia's uh Nvidia's new um uh Vera Rubin um like 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 just we're seeing it in laptops, but the actual chip was a known quantity coming into this. And then what? A RG3. Noctua has their thermosiphon working. What are we even talking about? I thought the wounding thing was cool. Did you see that? Oh, the the the like tilty thing the replaceable dials. Oh, yeah. Yeah. Yeah. So, you can you can replace individual key switches with dials instead of instead of buttons. I think it's genuinely pretty cool for if you're doing I I imagine CAD work, video editing, or there aren't a ton of them, but games like Star Citizen. Wooting is a shockingly innovative company for being focused on keyboards, which for the most part in a lot of ways have not been. Yeah, they they are. Yeah. I mean, it's part of their like tagliney thing. They're there to disrupt or whatever. Yeah. So, so anyway, chatting with Dr. Cutras about it, I was like I'm I'm I'm having a hard time wrapping my brain around this cuz there's not much here. But on the flip side, did it not feel like the busiest Computex like in years? Like it was Dude, it was buzzing. 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 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. um that there had to be a minimum percentage of like AI stuff cuz like I 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 comput what 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. Um, and that 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, so they just slapped an AI sticker on their monitor and just went with it. Um, 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 So So Ian was telling me like normally this is a very industry event. Yep. And he was like, "But this year it feels like I can't go anywhere without seeing like like a like a Goldman, you know, badge." Oh, no. So, see, you were like you were you hit the the you hit the nail on the hammer kind of you were like almost there in ter in terms of his theory anyway. 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. Cuz you see that at CES it's very very common at CES to see the like the investor bad news. The money people. Yeah. And you can kind of tell when they're when they're walking around. And so because Computex is where Nvidia does its thing. Y right. Um apparently according to Ian, he feels like Computex is being kind of co-opted by the money people to become like the 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, uh with a doctorate, um he doesn't always remind me of that. I'm actually making him I'm making him sound worse than he is. It was just the the first time we met. He he corrected me on his title and I have never let him live it down. I 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. Cutras. Yeah. Yeah. He go he goes he goes a few like I love that guy. Um 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, that." So, this is something that 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 um I think it might have been my brother-in-law talking to me about it. Nine out of every $10 from PE and VC right now is apparently going into AI. I mean, yeah, sure. I I do still think this is interesting. I wish I could share my screen, but I I looked up uh 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 um of like a stock heat map, and it's just the S&P 500 stock heat map. Um, 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, over 10 almost 11% from AMD, and it just keeps going and going and going and going. I don't I'm not personally seeing the other places that this is apparently going to. Gold's down. Um yeah, gold's apparently down a bunch. Down 3% today. Um so like I I I'm not seeing the other stocks um that this is flowing. Well, it's not always stocks, right? Like there's government bonds. Um um there's land, although land is not as uh liquid. It doesn't really Well, literally it's not liquid, but it like what I mean is that it doesn't you don't like move 6.2% 2% of Nvidia, this is what I mean, is half a trillion dollars or something like that or No, no, no, sorry. A4 trillion. What does it what does it work out to? It's a $5 trillion market cap. So 10% is 500 billion. So $250 billion there. So yeah, kind of a big deal. So like two like we should see a lot of green in other segments. Nobody bought $250 billion of farmland, you know, today. Um yeah, crypto. So, Bitcoin's way down. Um like like in in like catastrophic crashing Whoa. territory. Yeah. Have you been watching this? Yeah. I just friendly reminder the 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. Not the people you should listen to. Neither of us have any idea what we're doing or what we're talking about. Um, 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 I think it was the friends we made along the way. Yeah, it might be. It might be. It was not real money. Yeah. Like that's what that's what the boomers are finding out in the Vancouver housing market is that when the value of your house and your 100 neighbors is dictated by the one house that's sold at that amount that money is not real and so you know it just it could go up it can go down. I mean, listen, I think um I'm gonna send this over to Dan. He can throw this up on screen. Um 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, that'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? 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. It's good advice. Yeah. And it's it's interesting, too, like some of the only stocks that I'm seeing going up are credit cards. I'm just I'm 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 Margaritavville. You're you're thinking of his lesserk known cousin, um, Mr. Jimmy Buffett. I I know I know you knew that. I know 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 5% down is a lot more than 5% up. And so like you could like if you're 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 and because you started higher. Yeah. It's just it's Yeah, because you started higher. So it's so it's a greater proportion. Um, so that like that that that that growth goes down at the same you 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 ends up getting ridiculous. Like Nvidia being down 6.2 is 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 there's I think we've talked about on show before where when like when the when the GDP goes down a certain percentage, you see like deaths increase. Like it's it's it's This stuff gets pretty heavy pretty fast. Um, hold on. Someone wanted an update on GameStop. Basically, for tax reasons, Ivonne sold it at some point if I recall correctly. Um, you guys held it for a super long time, but I also think that was a bit ago. Yeah. Um, so right now I think Ivonne has us a little bit in some index fund, but like not much. And um I have my framework personal investment and then I have my ESHT so Hexos that NAS software personal investment but neither of those are public little bit of precious metal I think and uh no crypto. I have no crypto right now. I 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. Um, and I have um 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. Um, and like you know, I made the video where I talked about Smash Champs, the the Badminton Club/Land Center. So, I I for what it's worth, um, if this helps at all, uh, I'm I've gotten hit harder over the last year than the the poor Nvidia investors who lost 6.2% today. But it's also 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. Um, the I I'm I'm skipping through. I I I've gone through like the the Chinese index um and the the American index, the American index, NASDAQ, the Chinese index, the the Canadian index, and so far the Canadian index is doing the least bad. Um which is cool. However, everything is doing bad. Ivonne um 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 um trades so that rather than you know hitting it all at once, it'll kind of trade on the way up. Um and she's usually trying to catch a a high on the on the US dollar whenever she's like setting stage trades because we mostly make USD. 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 the CAD side of things. Yeah. So we generally try to win on um on the USD being overvalued in a given time and then sort of ease off on our uh 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 was like six months ago now and our biggest expense other than payroll is now buying product and that is almost exclusively in USD. Oh, interesting. Yeah. So, a lot more of our expenses are in US dollars now. Yeah. I never really considered that. I 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, Canadian composite index, whatever. You keep scrolling. What did you find? What did you find? Is it the Nancy Pelosi index or not? You get down to India and it's the nifty50. And I just 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. It's going. Yeah, a few different people said that it was just like rebalancing, but I I don't I cannot find where. I've 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 uh I I I I've seen some 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 um Zillinsky. Yeah. I saw that. I saw that, too. I uh It would be real cool if that stopped. Yeah. I'd be super stoked on that. Um, glory to you, Ukraine. Okay, what else we got? AMD is extending AM5 through 2029. AMD announced at Computex this year that the AM5 socket is going through 2029 2 years beyond the original 2027 promise. That is at least 7 years of support, which will likely cover up to Zen 6 or Zen 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. Um, 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. Um, yeah, AM4 got the same treatment, launching in 2016 with AMD still releasing chips for it a decade later. Uh, two new CPUs are being released actually to back up these announcements. The Ryzen 7 7700X 3D for AM5 is launching July 16th at 329. 8 core, 16 threads, Zen 4, 96 MGB of 3D Vcash. What? It's exciting. It's good. Uh, 4.5 GHz boost clock. Uh, essentially it's a downclock 7800 X3D at $120 less. AMD's could see that gamers are feeling the pinch. Um, talking to uh, you know, manufacturers in the PC space, they're also feeling the pinch. We talk about that a little bit more later, but uh, you know, clearly they're trying to to to juice things a little bit. And then on the AM4 side, the Ryzen 7 5800X3D 10th anniversary edition is returning June 25th at 349. It's the same 8 core Zen3 chip with 100 megs of cache, 4.5 GHz boost. It was once the best gaming CPU on the planet. Um, now it's still a great gaming CPU and is compatible with DDR4, which could help save you some money on your next system. Um, and this is really interesting. Does 349 make sense? Uh, 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. So the original 3D vcash 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. So they they actually yeah they they uh I forget whose podcaster who uh they were being interviewed by, but they they pretty much came out and they were like, "Yeah, this was like actually a significant amount of work. This wasn't just like a like a grab it from the archives, dust it off, and just re-release it project." Yeah, cuz Zen 3 for 350 bucks. Zen 3 with 3DV ccache. Yeah, that part is nice, I guess. But so, you know, let's look at it from like a 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 a hundred bucks. We have a video coming very soon where we're going to run the newest AM4 CPU other than this one because 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. Um, 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 And I'm not even saying that it's it's necessar like I don't know, maybe their R&D cost on this were 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 I'd 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. Um, used by Yep. See, eBay.com. Ah, I don't want these dollars. Yeah, if you're comparing to what these things were going for on the secondhand market, they it was like well over 500. 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. But but before it converted it to new Taiwanese dollars because of where we are, it it was saying I think it was uh 570. Sorry, 470. And that's a used one. So maybe it'll help. 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. Uh, anything that takes some of the squeeze off, I support at this point. So, just just with quick skimming, it sounds like their price is $100 cheaper than the used price, which that blows my mind, but I know. Thanks. I guess yeah. Sounds like it'll be really helpful. It just gez. No wonder like no wonder people are building computers. Should we talk about that? Cuz I I also talked to manufacturers that were like, yikes. Yeah. So, I'm not going to name any names. I'm not trying to talked to one manufacturer that 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. And they said that they were down about 30%. Yikes. 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 there, once you reach a certain scale, you've got employees, you've got facilities, you've got, you know, 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. Lead times. They were saying on a on a good day, they're going to have to know what they need in their warehouse 6 months ahead of time. And right now that's like how you supposed to do that? Impossible. Yeah. talking to like you said kind of accessories things basic. Yeah. If it's not compute pretty much everybody's kind of freaking out. I I I know I was talking to one brand Dan put up the thing who even um did I say I don't know. Uh I I was talking to one brand who even sells things that are a little bit more in that field, but they're more uh 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 the doesn't know thing. That's what I do. The moment's passed. Yeah. Yeah. Um, 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 McGle actually has a a way more human way of sort of illustrating what I've been trying to to say about that. Um, when you're a company of three people, 30% hiring is one person. When you're a company of 10 people, you 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 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. Might not be able to absorb it. It's a oneperson change. Yeah. It's much more likely that you know there's a company that that could add a person if the right person came along and then they just bring that person on. Um Yeah. It's uh it's it's a it's a scary time right now. And honestly, I had very similar conversations with um at least one creator as well where it's just like the the interest right now in you know building computers is pretty Oh, dude. It's bad. Yeah. I had there was a there was a dinner I had with a few and everyone was talking about it. It's uh it's pretty rough right now. Well, I said I said one because I have named many creators that I've talked to at the show. Oh. Um, and so I just, you know, didn't want it's everyone. I might as well. All right, we're we're just going to We're just going to be transparent about it. Potato in full plane chat said 30% and this is I think a good way of illustrating it because I don't think we've used actual numbers. 30% up on a,000 is 300 bucks. But you after you do that change now 30% down on that new number. So 30% down on 1300 is now 390. So it's it's it's because you already went up is where where it starts to get. Yeah. So like and 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 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. Um, 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 models. We don't have detailed specs for everything, but we do have some speeds and feeds that we can highlight. The Vera CPU goes from 72 cores on Grace to 88 Nvidia custom Olympus cores this time. These have full ARM v9.2 2 compatibility with ultra fast NVLink TOC connectivity. And this is one of the reasons actually that I forgot to talk about earlier that I'm a little more bullish on Nvidia's laptops because a lot of folks were like, uh, Grace CPU cores, they're they're lame. They're it's a MediaTek, you know, CPU that just uses bone stock 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 road map if you don't get into silicon going well let's try one and see how it goes. You get into silicon with uh how 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 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 CPU we will ever make the road map is great you know obviously buy these ones but like this is every one that we make in the future is better. We we we talked about that with Pat and Intel all the time and then he's been he's been gone for a bit and there 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 now. He he started a lot of balls rolling. Um, so anyway, this is one of the reasons that I'm more bullish on their laptop chips because these first ones, uh, RTX Spark Gen 1 is the worst laptop chip that Nvidia will ever release. And, uh, full custom custom Olympus cores. Okay, sounds pretty cool to me. I don't know. I don't really know much about it yet. Uh, Reuben GPU moving to HBM4 memory, third generation transformer engine, 50. Yeah. Uh, 2 and a halfx the NVFP4 pedlops of compute. Okay. So, this is like a way way more powerful chip. Um, the new rack is using NVLink 6. Each rack will have 260 terabytes per second of bandwidth. Um, and then this is something that I actually do care about. 10 times higher inference per watt at onetenth the cost per token. And whether you like AI or hate AI, um, 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 the token cost crisis. yeah, yeah, yeah, yeah. Onetenth the cost per token probably sounds pretty good to you right about now. Um what else do we know about it? Have we talked about that on a W 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. Um and it's really starting to show up on people's people's balance sheet. developers are running out of what they would the the like their usage in a a few days I'm hearing from some people is is effectively capping out what they how do I do this? I heard the Q1 budget was covered the full year's budget was spent in Q1 is kind of the number that a lot of people are throwing out. So the scaling is getting a little bit ridiculous. Um 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 um I that was kind of that was this reinforces actually what I was saying in that video I did recently where I was like uh the worst may be over or whatever whatever I said. Um where storage is obviously still mooning and like there's still a lot of problems. Uh, and if you talk to if you talk to manufacturers who who build at scale, RAM is still really really bad even though retail has has eased off a little bit. Um, but this is kind of exactly what I was talking about where it was like I couldn't really prove it, but my crystal ball tea leaf vessel said, "Hey, the bean counter seemed to be waking up." Yeah. 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 I think it's interesting timing because the the like gap between a lot of these models turning into usage base and the prevalence of local AI systems including PewDiePie's project and 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 time. I think they actually should have done this like 6 months ago because I think it's it's dramatically not a little bit dramatically easier to run local now than it was roughly 6 months ago. So now if you're looking at your bills on these usage models and you're like, "Oh my god, this is going to hemorrhage 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 your cloud AI for to learn how to run local AI and local agents and that's pretty funny. Yeah. And it's it's like it you know it's you can get stronger models by going API routes and 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 like that would be enough for me. I don't actually need much that's 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 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. Y And you know, it's funny. I um I I I feel sorry I'm I've I'm I'm totally going off topic. There was there was significant backlash on our video on RTX Spark where I I I said I think a lot of people didn't watch it. I Well, uh yeah. Um, but one of the things that I said in it was that this is a bit of a, you know, this is this this could be the thing that makes me excited that makes me like no, like really like want to get into it and and and I saw a lot of sentiment around like, you know, big AI got to Lionus, you know, uh, blah blah blah, you'll own nothing, you'll be happy. I'm like, bro, that's exactly the opposite. of what it is. Local AI, like whether you like being able to run a large model on something like a Stricks Halo, on something like a like a like a a Mac, right, on something like one of these one of these laptops is huge. And one of the things that's been kind of unexciting about it to me uh up until now has been that it's just like it's it's inconvenient. It's that that's what the cloud is is the cloud is convenient. It's always there. 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 or 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 Alman. I don't want to. And it's been it's been as like as much as the the chat GPT WAN show where we 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 um the efficiency is increasing with those and I 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 cost down but all of that to me as someone who enjoys the hardware side of things doesn't even really matter. And that if I can run really powerful models at home, that's cool. I want to do that. And besides, you know, adding to 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 uh if you look at again uh Odysius PewDiePie prize 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 uh you know pay by usage plan but you just don't use it for everything and if you need something that's like much more complicated that you could really use the the power of a Frontier model 4 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 low lower level tasks um but the trickle down 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 PlayStation 4 the day the PlayStation 5 launches you know what I mean if you don't mind playing yesterday's game today um and and that might not be viable for you and that's okay But if you are, which I think I am. I think I'm I'm happy playing yesterday's model today. Uh 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. Um there's things that I could use. Uh even 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 uh what do you think the sentiment analysis of this message is? I don't I've been able to do that since JP3 just fine. Like I it's okay. Uh okay. So but what will it cost? According to an estimate from Morgan Stanley Research, as reported by PC Gamer, one NVL72 rack, so that's that's one of the full racks of Vera Rubin, will cost hyperscalers an estimated 7 million 800,000 dollars with about 2 million of that going to memory. That is crazy. Uh that puts each Rubin GPU at about $55,000. So uh there's a there's a kind of comparison table of the bill of materials for GB300, which was already an enormous price increase over the previous gen. And GPUs are going from like 2.5 mil to 3.9 mil. Memory is going from around 350 400,000 to 2 million. Uh, and then there's CPUs are steady. Networking other networking chips are going up. Dude, networking's getting crazy. The the GB300 1U that I was checking out um had water cooled networking in it because of course it did. I I was at a a booth for a brand that highly specializes in in cooling in particular, and they were talking about their network and memory cooling, which I thought was kind of interesting. I haven't heard people really talk about memory cooling in a in a while, but Yeah, buddy. They had like uh cold plates that went directly to your modules. Oh, yeah. Okay. All right. There we go. Um All right. We should probably get the sponsor spots out of the way. Uh cuz we don't have a ton of time left in the show. 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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/wan to join millions of businesses transforming how they work with Zapier and AI today. All right. I'm getting the look. What? Flow plan announcement. That makes sense. Here. Sammy, do your announcement. Yeah. Sammy, why don't you do the announcement? You always make us do the announcement. What if we're lazy? That's a team sport. Yeah, do it. Ah, no. No. The audio quality would be terrible if he yells it from there. That's not That's not worth it. Um, man, I'm disappointed he's not he's not sleeping this time. I kind of I I hadn't actually looked back at him yet. Anyway, Coffee 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. Oh, I guess Dan, do you want to throw a little bit of up bit of it up and skim around in it? Sorry. Can't do that. I went to do it and realized that I can't screen share. Or can I? Does this support screen share? It does. Yes. Technically, it does. Bananas. I don't know if we've checked your screen first. Okay. We're going to We're going to do it. We're going to try it. Let me see if it works. It's going to be crazy. No, we're going to do it. It might come up as a second. Screw it. We're going to do it live. Okay. Here it goes. Ready? Yeah. Boom. Oh, it's a separate. 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 cuz 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? And I can turn it on and off, but I need one second to create. This software is magic. Isn't it awesome? and can adjust. He can adjust the focus of my webcam. I can have a nonfocus tab as a source. He can put it into to the foreground or remove it or whatever. This is insane. What's it called again? It's called Video Ninja. VDO. Video Ninja. Video.ninja. Never use it. It's dangerous. Yeah. Anything this powerful must be dangerous, Luke. Seriously though, Video Ninja super cool. I love it. Um, 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 uh delivered by my wife. Uh, I hung out with Alex and Andy at the Dell booth and ended the day with badminton. So, uh, you guys can accompany me for an entire 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'd he go? He's gone. Oh, this was fun. This is in the Ventiva booth. Yeah, there there's a lot of insight into kind of how the the sausage is made in this video. It's definitely worth a watch. 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." Very much so. And uh Luke did one of his iconic show floor walks with Sammy, getting a…

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