The Anti-Consumer Electronics Show with Steve Burke

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1:12we're back in the normal verse after 19 hours of ces coverage as ever buy the merchandise in the links in the show notes and subscribe to my freaking premium newsletter got a banger of a beast coming out friday but today we're talking once again to the incredible steve burke of gamers Nexus. How you doing, Steve? I'm doing well. How about you? Doing all right after post-CES and just feeling like I was drowning in nothing is the best way to put it. Yeah. I mean, it was definitely the keynotes were a lot of air. Yes. Yeah. I mean, we can start with NVIDIA, I think, because I watched that one in person.

1:52And the funniest thing was we get there and they're like, there's you have to do this like a massive line round around the corner and then there was a different line where everyone lined up only to find out that that was actually the line for the viewing party and then they let us in and it was standing room only then someone came around and said actually there are seats and then the actual presentation felt like they just stapled together a few GTC speeches and then gave up yeah like go on the Nvidia one was like uh that one I was watching with someone on the team and um I I want to say the whole thing was maybe like 92 or 93 minutes and then they had the the lead-in as well and it was you know the the frustrating thing for me was they had actual news um so on the consumer side they had some news there's like DLSS 4.5 and some other stuff didn't really get a mention at all in the keynote and then even on the enterprise side it was like they bury the Vera Rubin stuff an hour deep uh and they had published this huge article that was actually pretty interesting on their website about the architecture and none of it made it in what was weird was a lot of the Vera Rubin stuff wasn't new though like they announced the six so-called new chips that went into it that was all announced like every single one and they didn't even talk about the interesting part which was they really buried the fact that yeah the actual the the next stage of this whatever this is to make it faster and whatever isn't just the power of the gpu but the surrounding hardware the networking the ram and so on and so forth and storage which is actually kind of interesting to me none of that shit no no no yeah and intel did a similar thing where intel re-announced Panther Lake.

3:47They had a little more detail this time. I guess Nvidia had a little more detail on Vera Rubin, but ultimately it's a thing that was announced months ago. I don't know. The whole show was kind of weird. I think easily the worst CES that I've ever personally witnessed. Yeah, it was... The strangest thing to me was when amd pulled the white house up on stage yeah actually i missed amd tell me what happened in that one we can go back to nvidia in a minute i missed amd just because the concussion i sustained watching jensen talk but what happened with amd what did they do yeah i think if you watched another keynote after that he in the hospital so yeah it was amd was um they so they they have a new cpu they have a 9850 xpd which is a refresh and a little bit faster clocks like 400 megahertz or something uh did not mention it a single time they talked about their helios rack so they're kind of your rubin you know um equivalent discussion yeah so ai gpu racks yep and then uh the part that was strange and different from even nvidia's was when they uh pulled up i think his name is Michael Krasios.

5:14He's a technology policy head advisor for the White House. They pulled him up on stage and had this clearly rehearsed, scripted conversation. And this is the guy who is leading sort of the federal government charge on stripping down states rights for data center and AI regulation. And even on stage, he was talking about how they've been getting rid of these obstructions to AI and data center development. And it's just, I don't know. I was like, I don't know what the fuck I'm watching because it's like, it's CES, which is put on by the Consumer Technology Association. And they have a consumer product.

6:01They didn't mention it. and now we're having a white house government policy meeting on ai on stage in front of an audience you know it's like what am i watching yeah and on top of that didn't greg brockman from open ai show up yeah that fucking guy ai for everyone everywhere or everything at once i guess Yeah, he, I don't know, man. He told some stories I question the veracity of about how AI has saved the lives of people and blah, blah, blah. And then they talked about child management optimization. What? What? What? He had a line about, everyone raise your hand if you've had an important moment in your life and something has happened to you, like the birth of a child.

6:59I'm not trying to make it ridiculous. That is basically what he said. And the audience is dead silent. And then he talks about how the goal is to get there and have AI provide these or help with these important moments and optimize them. And this is after he's talking about managing children. And you had, of course, Sam. I love managing children. Well, yeah, it's Sam Altman on. Oh, Jimmy Fallon. I love going on TV and just be like, I don't know what to do. Chat GPT. It's so weird. It feels like living through a giant gaslighting, just like everybody pretending. and i'm gonna guess i'm gonna guess nobody brought up the data centers they're meant to be building for this year either they just were like we love we love number go up don't we folks yeah i mean they didn't there wasn't any detail really um yeah no specifics and also to your point consumer electronic show consumer for the for the consumers yeah nothing again owned by the consumer technology association so it's like the i don't know the whole thing was just it's fine if that's what you want it to be fine right but like that's a different show than what we were promised and back to nvidia for a second i will also say that it was fuck it i i give jensen huang some real credit here and that's if you are going to start your it's your it's really a make it or make or break here for ai the first thing i think when i'm thinking ai make or break i've got to really blow the stocks off is um half of the show like 45 minutes straight about the fucking omniverse oh yeah i sat there and i had david roth from defecto with me trying to explain what the omniverse was and just being like i think it's computer simulations yeah i think if you're talking about um nvidia's omniverse yes yeah it's their like you can use it if i remember it correctly you can use it to make digital twins of things yeah like um or at least that's their buzzword for it but yeah they've had some examples in the past of using it for like logistics mapping and for uh planning around things like typhoons and taiwan and right simulations yeah interesting yeah well interesting isn't the word it wasn't interesting it was so very it was so very boring and well you know i've seen i but i've seen some uh it's funny some of the limited sort of pushback i've seen online uh against the negativity about what's going on right now has just been well why is everyone so negative everybody's uh everyone's very critical everything's doomerism it's ai doomerism it's you know it's it's very negative uh and you know i read that stuff i try to factor it and consider it and like we ran a piece that was really positive today as a palate cleanser after ces because ces was actually genuinely awful um what do you think about that because that's that's uh i'm sure you see that too well i mean when he says ai doomerism is he talking about the people saying that the bubble will burst if we're talking jensen juan then i think yeah he just did an interview um with some podcast i think it's called no priors or something and uh oh yes it would be no prior yeah and so in that He said, for him, I think Doomerism is, to use his words, like the science fiction version of AI in the future.

10:54Okay. If he's saying that's bad, I agree. But not for the reason. He probably says it's bad because he doesn't want people to be scared of AI, so they keep buying it. I say it's bad because it's a lie. Because they're lying. They're lying about it. They're making stuff up. it's just just lying well it's interesting too because you could you could spin that both ways it's like it could be the well if we're talking about the companies you know their version of ai in the future is also a science fiction it's just the utopia version uh yes and like there's yeah there's there's ground between terminator and utopia um but it's kind of a hand wavy dismissal right to just be like all this negativity is is unreasonable and in that same interview he was talking about um how it's it's sort of hurtful i think was the word he used or harmful uh

11:58and and you know damaging and the the general vibe i got was like this negativity is hurtful to society as a whole um can't you please buy my product well that was the weird thing as well like they did the whole vera rubin song and dance at that presentation and they didn't they're not talking pricing yet they're not talking about anything and then they made the comment where it's like and vera rubin is now in manufacturing yeah and dead silent just dead partly because that doesn't mean anything i assume i'm gonna be honest i assumed it was in manufacturing they're meant to be shipping them soon like right what was it was people were people like oh they haven't put them together yet they just i don't know and there was that i think it was patrick moorhead as well during it who was saying like yeah and the crowd went wild which it didn't this crowd the crowd went to quote someone on twitter the crowd the crowd went mild was the best way of putting it yeah you could hear like a couple claps you know yeah and i could i've never and i've watched a lot of press conferences good and bad i've never heard a cough and it was just like yeah i mean if you dropped your phone after that you would have heard it on yes on the crowd mic but another great part of that was uh the um the robots and he brought in the robots which i did not realize were star wars robots he kind of muttered it under his breath and i thought oh he just thinks star wars is about robots i get i just thought it was like almost a boomery thing which like yes you know robots and but apparently it's the robots from jedi fallen order it is yeah that's so weird because he brought them out the only reason i know that is because they brought them out last time as well i think computex or gtc that's so sad yeah and so uh last time they brought them out that was when he was um i don't know if he was actually frustrated or if he was like joking frustrated but he they they weren't responding to the commands properly uh and they got kind of stuck um the green one wouldn't move this time they responded to the commands more but it was strange because there he was using the second person you uh from that point on and And sometimes it wasn't clear to me if he was talking to the audience or to the customer or to the robots.

14:25And he was talking to the robots. He was like, there was one, I didn't talk about this in the video, but there's a clip we've used where he says, he's talking to the robot. And he says, and we're actually going to give birth. You're going to be born in these systems. Yes. That was so weird. Yeah. That's like give birth. You know, then he cut himself off. I was like, what the hell? It was so strange. And he talked to them for what felt like an hour. It was like 20 or 30 minutes. And he was like, this is how we build you. And he turned and he looked at the picture of the robots behind him that was from GTC.

15:05We've seen that picture before. He's like, this is where we train. They're like you. These are your friends. And it's just like, mate, you are wearing a, I assume,$25 ,000 leather jacket. Your company is the largest on the stock market. Why are you talking to them, to quote David Roth from Defecta, like you're offering them Skittles? Like, it was so bizarre. I think that we're going to look back on that press conference as, like, the top. Because I went and I re-watched GTC 2025. I watched some of his other, like, even his analyst things. He used to have this, like, braggadocious swagger. He would trot around.

15:45He had a big smart. even last ces he had he did the avengers she like the avengers shield they're gonna they're gonna email me about the avengers shield the captain america shield thing and like he he felt kind of like up and at him this time he was like ah you know got some shit i guess you want to look we're gonna maybe do a i didn't even catch that they're planning to do a robo taxi service yeah i didn't i was watching and listening but it was not super obvious yeah i know some people who are who tried it and were like actually impressed by it um i mean it's a robotexie we've the cool but like but just also like you're in video what are you doing yeah we we went back uh on the team here and we were looking at some of their older keynotes because i was basically has it always been like i'm just not remembering it right and um no i mean they were a lot tighter in the past like if you go back to 900 series 10 series era keynotes and how long ago is that that'd be 2015 2016 right maybe 2014 yeah and um yeah so you go back to that range of two to three years and generally they were tighter together um it's interesting how much i mean we all change certainly i've my hosting style has changed on camera you know if you're on 10 years apart then yeah it's like totally different person but um it is interesting though to see his change in particular where the the gaffes and the sort of silliness back then they were more of like your your uncle is telling old tired jokes that yeah yeah you've heard a million times but you know but it was like it was a likable style uh and now it's just like instead the jokes are things that i don't know you're just kind of like what do you have to fuck up can you tell me about do you have a graphics card you could show me can i see a graphics card what are you talking about yeah what do you and he also seemed and just psychoanalyzing jensen wong here but he seemed unconfident.

17:56Like even when he was being a huge asshole last year, when he was like saying you broke the audio thing to the guy he named. Right. Even then he seemed confident. He seemed excited. He was kind of like, yeah, let's go. This year he was like, and we've got, we've got some, um, you want to see the, the, the Omniverse, I guess. Look, Vera Rubin. It's so powerful. There were less slides. Yeah. I actually, I wouldn't. a lot i mean he just kind of seemed like he didn't have anything new probably because he didn't it's so weird though because like at least with and not to make it all about gaming but you know it's it's kind of like if you're gonna make space for robo taxis and for robots and ai and omniverse and okay so there's a little carve out for everybody everybody's got their 10 or 20 minutes and it's the gaming stuff it's like there was actually new stuff there uh and it could have replaced any number of other things but i don't i was almost just uncertain if do they feel like the gaming topics sort of devalue what they do in in the business enterprise world like if they if they talk about gaming for you know five minutes in the keynote are they worried their stock price is going to go down you know like i i couldn't figure out why i wouldn't get a presence i mean i think i think they're just scrambling i don't think they know what to do anymore there's a lot of the kind of key jingling going on i think they're just like ah fuck but even then that was what that's actually i i don't know if i actually agree with that thinking about it because why did you talk about the omniverse why talk about that at all when you don't appear to be able to explain what it is but i think i talked to a few analysts afterwards as well like good ones that actually know what they're talking about so none of the ones on twitter right and all of them pretty much came to the same conclusion which was this was a half-hearted attempt to claim the gpus can do something else oh yeah sure yeah trying to start creating a carve out for um if if interest wanes or whatever and the other you know an ai or other applications didn't really work because it was impossible to it was impossible to actually divine what it was they were selling also it didn't help that that morning the information put out story saying the Omniverse sucked, that nobody would buy it.

20:28But that was crazy, though. That was one part of that story that I'm unsurprised that they didn't talk about on there. But apparently, NVIDIA has been paying the cloud. They've been paying various cloud providers money to rent capacity so that people can do Omniverse stuff. Oh, for Omniverse specifically. Yeah. Okay. But I mean, it sucks. Like, it just doesn't work so good. because also digital twin stuff has been around for a while and I also think it must be small. Yeah, it is interesting. I mean, that is one of the ones where the first time I saw one of their digital twin demos was before they were throwing around AI as much as they are now as a buzzword.

21:11And I mean, I do remember, I was like, okay, yeah, no, I kind of get this. Because the example they were giving at the time when I first really saw it was they had a weather simulation, but they also had a warehouse simulation. And they were using it to show, at the time, instead of AI, it was more commonly referred to as machine learning. Right. And using it to show how you might digitally replicate a warehouse and all the stocking and then map out how people and robots move and interact with the warehouse. Right. Like, okay, this I get. I mean, this is like... Yeah, it makes sense. It isn't a complete vaporware product.

21:56But they're not really... That's already been done. You know, that's been... They showed that a long time ago. Yeah. It's also just not a sexy story, even though it's very likely useful to someone. It's definitely not an interesting story at the Consumer Technology Association's CES. You know? It's like, oh, great. cool i'll yeah i'll i can't wait to so i as a consumer technology person will look forward to doing some and it was also not obvious what it was meant to be like he didn't do like a traditional product rundown and while one could argue the people that want this don't need that it was still a keynote yeah still keynote you're meant to be showing things at the keynote yeah and i mean i think also he did mention palantir like three oh yes he did It's...

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24:32Just reading a quote from the information, the problem might be that, and I quote, developers who have used Omniverse tools for building and simulating scenes and objects often say the software was hard to use, that it easily broke, and that its features felt incomplete. so who knows what could have happened there i i don't know i think but nvidia actually announced stuff though they just chose not to announce it at their announcement yeah i mean great what did they announce because i truly missed it i truly i was there yeah it's like it wasn't huge but also they had um they've had announcements in the past that weren't huge so like back in the day when they were pushing i'm trying to remember the name of it it was like game something anyway they had a they had a program where uh gameworks that's what it was it had some controversy over the years like all their products but even when it was just gameworks where they were hey here's some developer tools to make graphics look better easier was kind of the pitch and um even when that was it for their announcement they didn't have new gpus they would still find spots to talk about it on stage at keynotes at these various shows and uh yeah this time i mean they had dlss 4.5 um and that's the thing that you can upscale right yeah unless i'm misunderstanding yeah it's kind of like more uh they've rolled in a bunch of things to it now so it's it's a general um blanket name to describe the upscaling solution and also frame generation and things like that so yeah now they have an update to their model they ruled out a transform model last year as opposed to the CNN model previously and we tested that last year it was improved and then their new one that they have this year the half step iteration actually directly fixes and resolves most of the issues we found with the previous one that's cool yeah I was like okay cool they're doing stuff they took the feedback, they fixed it, and then they don't really show it anywhere, which is kind of disappointing.

26:44And so that allows you to run games at a higher resolution, or is the frame rate higher just for the... Yeah, so it sort of fakes it. Basically, you can run the game, as far as your computer is concerned, it's being run at a lower resolution, so there's a lot fewer pixels, which reduces the load on the GPU especially. So if you're on an older GPU, you can more easily run the software at a higher performing frame rate to get a better experience. And it then upscales that lower resolution native render and stitches it back together by using machine learned upscaling. And it's one of the use cases where it's like not just bullshit two letters AI, you know, like it actually does something.

27:36And so, yeah, you get, there's actually instances now, and this didn't used to be true, but there's instances now, rarely, where an upscaled output can at times be better than a low resolution native output. A lot of that has to do with replacing what the game is doing. So if the game is doing like a temporal anti-aliasing and you replace it with DLSS, it's going to look better. so like it's an I don't know that's one of those where it's like the fake frames thing not the biggest fan of but generally DLSS and the upscaling I think it works fairly well and they've actually improved on it and they've actually addressed the criticisms and it was nowhere to be found in the keynote yeah that's I guess well I guess the argument being the okay they're not going to talk about why you don't need a new GPU fair yeah but they can say ai they can say ai so it's really really difficult one for old jensen but you know moving off of nvidia i didn't catch it what did intel do at ces this year what are they up to intel does have actual products that are potentially promising i mean they've got 18 angstrom rolling their new process um and what is that uh that is their new process node where Intel for a while now has had to rely on Taiwan Semiconductor Manufacturing Corporation, TSMC, to make their parts.

29:07Intel historically has fabbed all of its own silicon, and then as its process technology fell behind and it started losing the race to TSMC, they had to take their own in-house products and get them made by their fab competitor. And now, they've gotten some of their fabs operational, like one of their new ones in the U.S., at least one, it might be two, to where they're producing their modern, more competitive process technology, 18 Angstrom, 18A it's called. And they've rolled out things like backside power delivery, which is a more efficient way to deliver power into the CPU. It has some benefits where the frequency can be uplifted a little bit, a couple percentage points, single-digit percentage points.

29:54And so there's actual technology improvements there. Like NVIDIA, the actual technology and improvements and the engineering got almost no airtime at the show. What did? AI. Oh, what? Sorry. I was so disappointed because it's just like, man, so you re-announced Panther Lake, which they announced in October, I think it was. And Panther Lake is the new CPU. Yes, thank you. Yeah, it's the new SOC solution, CPU, mostly for mobile products, handhelds, laptops. Cool. But re-announced, though. Yeah, and it's kind of like the backside power delivery is not a new technology, but it's kind of new for being deployed in actual things that you can buy.

30:46And if you're going to re-announce the existence of the product, I feel like you might as well take the time to just go into detail on the cool engineering that makes it actually interesting and potentially competitive. But instead, yeah, they reserve all that time for the usual revolving door of executives in suits to come talk about AI. But what are they even doing with AI? I don't know. Oh. Oh, okay. I don't know. That rocks. You've been in hardware for decades now. Yeah. Who the fuck knows? Great stuff. I was like, Intel, it's weird. So I would say if I had to rank the keynotes, least worst to best worst.

31:37Nice. It would be, I think Intel was the least worst. They were not as bad as the others. I watched them among the first. Little did I know at that point, it would get worse from there. So I put Intel at the not as bad scale. NVIDIA's in the middle. AMD's honestly, for me, theirs was the worst. I really wish I'd have watched it now. Oh, you're welcome. It's still out there. You got an hour to spend? I could hit myself in the nuts with a baseball bat, and that's just really, that sounds more fun. It is really depressing, though, with Lisa Su, because even a year ago, I would have been like, okay lisa is the smart one yeah she's not gonna do the key jingling but but i guess not i guess it's all keys from here on out yeah yeah that's so it's so weird and i mean i mentioned it earlier and i've i need to put this in an episode versus just the newsletter but they announced this deal with open ai back in september or october last year that they were going to build they were going to have the first gigawatt of mi 450 instinct whatever's in a data center this year and it i feel like i'm going insane because nothing has happened they haven't raised their guidance they haven't changed anything they're not they're not acting as if they're going to build it they're just like look it's greg brockman you love him right yeah and he just turned like the least charismatic man yeah stollar store jensen juan his leather jacket just like hey guys yeah you imagine if your children could be raised with an AI, wouldn't that be good?

33:19Well, it can't do that now. In fact, it can't do very much, but what if it could? Welcome to AMD. This is the consumer electronics show. We have no products. Goodbye. Yeah. I mean, AMDs in particular, it's just like, your comment on Lisa's interesting because, you know Jensen absolutely is intelligent in multiple different ways and so is Lisa they both have originally at least an engineering background not sure that they do much of that now it's not a slight against them but like Lisa I would say has had a fairly clean reputation of kind of a no bullshit straight shooter welcome to our show here's our stuff see you later and and she's still i would say it's still more of a straight shooter than jensen uh but it's just like i don't know i watched the amd keynote it's like oh okay you're you're all doing sort of the same type of thing right now uh with the companies because it's the same government policy discussions on stage it's the same ai b2b enterprise obsession data centers and you just kind of go, oh, all right, I thought maybe you were different, but I guess not.

34:41You are not only the same, you're really the same. Like, you were just... It's also very strange based on the history, the modern history of, like, AMD versus NVIDIA and Intel and such, watching AMD being an also-ran. Yeah. Like, usually... Like, I don't know, I'm not anyone near as faith in this as you, but, like, I had reached a point where it's like, Like, wow, AMD isn't a company that jumps on shiny objects. Or if they do, they do so with consideration and thought on how it might. Now it's just like, yeah, we're going to do AI GPUs. You know, the ones that are so expensive that the only way you can buy them is using debt.

35:19That one. That's what we're going to. Everything is on this now. Yeah. Yeah, and it's – the thing I find – if I try to take a devil's advocate position, I think the thing I would say would be, well, but if they don't try at all, then they get completely left behind and there's zero competition for NVIDIA. I don't know the best responses to that, like other than, well, you could do it in more moderation or do we really have to try though? Yeah. I think that's probably the response is like, well, what do you want them to do? And that's what I see a lot of that when I read a lot of the initial comments on content from a place of like actually trying to gather sort of feedback.

36:09I would say the general sentiment definitely, at least on our channel, is aligned with kind of how you and I are both talking right now. If you look at the people who are more cynical of the negativity in good faith, I think they – I do think a lot of times it comes down to, well, what would you have them do? Almost as if to say not pursuing infinite money glitches is impossible. like you have you literally have to pursue an infant money glitch in this market i think that's probably the argument um or maybe that it's idealistic to assume that they wouldn't right i i think the no i think you're right it's just the level of maybe they're making the money now but i don't even know if amdms data center revenue like it's uh hit 4.3 billion in q3 2025 i mean it's like okay you can get that money the stock it's good for the stock and all that but at the same time how do you walk this back if you fail how do you walk this back because that's the thing that i keep saying because putting aside how anyone feels about ai in any particular moment it is proof that this is not coming out of cash flows that this has to come out of debt and amd i don't know amd staking their entire future on this it just feels it feels chaotic it doesn't feel like a strategic there is no strategic moat they're not trying to be i'm sure that they'll claim there is something but they're trying like there's no real difference other than they're not as powerful and they don't have cuda they're trying with HipDF I guess which is their version of CUDA kind of do you think if this all implodes do you think I saw a comment that was interesting to me where no particular evidence or anything but the guy just said if it all collapses he thought AMD would get screwed the most because he said they just don't have the cash reserves to deal with the collapse like NVIDIA does I mean What's your take on that?

38:30I mean, let's see there, free cash flow. $2.4 billion. I mean, it really comes down to the cash in hand, which I'm going to look at live on air. So they got about$5 billion. Let's see. $7 billion on hand. I mean, when a crash happens, I don't think it's something where NVIDIA dies or AMD dies. I think Oracle could. I think Oracle has negative$13 billion of cash flow. They're fucked. But with AMD, it's like, I am not super familiar with their finances well enough to say, oh, this will mess them up. That being said, they have a much, much, much smaller cushion. Right. Like their cushion is like, NVIDIA has like tens of billions of dollars in cash, I think.

39:15AMD, AMD as well, their business, they've really had to yank their business. Yeah, they have about$7 billion in inventory as well. they've really had to yank their business towards ai rather and they've had to rush to catch up which is not great if this explodes and then the longer it takes for this to explode the better it will be for amd just because they will be able to make some sales and actually get some instincts out the out the door if it breaks in the next year they're in real trouble and also i personally am looking forward to watching all these companies have to explain what they were doing like hey like ideally in front of a congressional committee yes exactly or like over a shark tank or something like that like because it's just throughout ces oh actually i'll give you a great example the worst presentation i watched was actually yesterday okay i watched it on the fly and it was only five minutes and it pissed me off so lenovo uh-huh you remember lenovo they make laptops and such i remember that famous famous laptop company lenovo so they rented out the las vegas sphere okay and they get up i'm wondering if i can actually get this get the quote of what the ceo said because the ceo got on stage don't remember his name not gonna lie uh see i here we go here we go um and i quote nowadays ai is no longer just generating answers writing code creating images and producing videos i mean citation needed ai is quickly evolving and gaining new capabilities sensing our three-dimensional world understanding how things move and connect learning our logic and complexity and interacting with reality in ways never seen before ai is everywhere so based on that you would think that they would have something new what they actually had was an ai called kira q-i-r-a that was they called a super agent and you'll be shocked to hear it can summarize things it can tell you what's on your calendar it can look things up the worst part was because the ceo came on did his kind of like word vomit and then just walked off and this spokes this unnamed spokesperson this woman comes on he's like kira what do you see around you and he goes i see we're in there it's a big screen and this that and the other and they say the size of the screen of the sphere and it's wrong i was like a hunt it's just just immediately but also it's like wow that's so new except multimodal ai has been around for years so and then she says well kira when i have some time later what should i get for my kids so it's just like oh great yeah you fucking i kira i'm i am i don't give a fuck about my family what can i do parent what should i do yeah i'm too busy rebranding a chat bot as a new thing and i shit you not it goes las vegas's fashion mall has some laboos that kids will go crazy for.

42:10And I was just, I was on a plane so I couldn't make the noise I wanted to make, which was just a guttural roar, just complete disgust.

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43:14I love going out there and saying, running my cameras. I love patterning the deer. I like showing up at the right time, checking the wind, knowing what stand I need to be in. And then whenever it all comes together and it happens, that's the most satisfying thing ever. So when you do it on your own, it's like I then can hang my hat. But if I had somebody say, hey, pull up on these dots and catch them right here. and you're going to win. And then when I go in, it's like, yeah, it's cool. I won the tournament. The ultimate goal is done. But it's like, dude, when you find them and you make them bite, that's the puzzle.

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44:02I have their press release here, and it says it is AI. but did you know their definition of ai no tell me because it's not the same as everyone else is oh there's lenovo kira called a personal ambient intelligence system that's ambient intelligence ai uh it says we'll begin rolling out on select lenovo and motorola products and it's yes it is going to help people move more easily between pcs tablets and phones by keeping tasks connected again see google calendar or any calendar app yeah it was it and the like the sphere is that probably cost them north of 10 million dollars to rent that and then probably that spokesperson was deaf i don't know if she worked for lenovo she was very clearly like a seasoned actor right in the sense that she was lying um but it was just it was remarkable because it's it was just i've watched a lot of ces keynotes i've gone to a lot of ces's and i've heard a lot of bullshit this feels like this feels like just the year when everybody just gave up on trying they were just like it's a large language it's ai's large language model good you like this and they were claiming it's their own ambient intelligence you'll be shocked to hear it's just connected to Microsoft Azure.

45:29Oh, great, yeah. And then right at the end, she's like, and here I have a proof of con... And to be clear, this was like minutes of her just doing the classic LLM bullshit. And then right at the end, she says, I have here a proof of concept. And what it is, is it records what you're saying, but only when you give it permission. Oh. And it transcribes everything. I don't trust that. It's also just, yes, I also don't trust that. But on top of it, it's like, wow, a device that records you and transcribes everything? You don't even need AI for that, right? Otter or literally any LLM will do this. I mean, it's almost as if nobody has anything.

46:10I mean, Lenovo did have this really cool unrolling screen situation. That was pretty cool. I like that. They didn't show that. They can't show that. You can't be showing interesting stuff. You have to show slot. Well, you can't show the screen products inside of the giant Las Vegas screen. How would people possibly see it? It's so weird. I don't know. So is, I don't know. I want to come back to this negativity topic a little bit because it is something I've been thinking about a lot lately, which is like we're trying to balance as best we can palate cleansers. There's a lot of bad things. Let's make sure we're still trying to get some coverage of good things interesting fun educational whatever but not to the point of it just being um for purposes of you don't want to hide from reality right yeah so there's got to be a balance uh but i just it for me the negative things that are going on right now in the tech industry have become so intertwined with global economics and politics uh that it's a lot worse i think than just this series of gpus is bad and and you're not gonna like the frame rate with them you know it's just it's a lot more wide reaching and i have a hard time like the negativity for me or the criticism, the cynicism, it's not an act.

47:50It's, I actually am very concerned about the direction of where things are headed right now. And so I don't know what you, you know, it's like, I don't know what to say to someone who's like, everything's so negative. Because we put a couple pieces out that are more positive, but you really, you're just kind of hiding from reality at some point. so yeah it's it's weird as well because i mean we did 19 hours at ces and i asked everyone did you see stuff you liked and i shit you not the most consistent thing i got was yes or a battery i liked and every like a cory doctorow found a plug that he really liked okay like that goes into a wall yeah like a british plug that has a satisfying metallic click that's nice yeah but that's the thing i'm not even why can't you be happy ed exactly for him look look plug plug click plug click it's the thing is i love my doodads my gizmos i love seeing like the big tvs were nice there's big old tvs we like it we like a big television there are some computer cases that looked interesting but even those even those well so even those the the public doesn't know some of yeah they will soon but uh the preview is that even the cases that are nice are nested in bad things that are about to happen and uh it's because the companies like the computer case and the cooler companies cannot survive uh when people can't afford to buy a stick of ram and oh yeah there's like as of the last week two major companies in the computer case and cooling side uh have terminated basically their like entire staff for one of them and then a significant amount of the staff for the other and so it's and these companies are companies that just showed actually pretty cool cases at ces you know but then it's it's sort of the last hurrah of what they can get across the line and then they're just out of money um yeah it's i mean i i i don't know i have also had the opposite like a few weeks like maybe a month ago i had i was like i like the iphone air and i got so many comments people you fucking shill you thought you could fucking shill apple so it's true apple has tons of shitty things like they their app store is a horrifying mob-like thing.