Loading summary
Transcript823 lines
- [00:07]
Dan
All right, here we go.
- [00:09]
Linus
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 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, ProtonMail is letting folks send emails from their Gmail addresses, making it maybe easier than ever to de Google ify your life.
- [00:57]
Luke
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.
- [01:12]
Linus
Paint.net I knew you were going to like that.
- [01:14]
Luke
It's great.
- [01:18]
Linus
Someone's rolling the intro.
- [01:19]
Luke
Hopefully.
- [01:20]
Dan
Are they?
- [01:40]
Linus
The show is brought to you today by Vessi, Squarespace, MSI and Zapier, alongside our rap partner dBrand, our Razer partner Laptop, and our chair partner, Razer. I'm gonna 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.
- [02:06]
Luke
The phone feature. Google feature.
- [02:08]
Linus
Oh yeah. We didn't even mention that at the beginning of the show. I wish I could say I was jet lagged right now. This is probably Google's coolest feature that they have announced for Android, in my opinion, in years. Android is fighting phone scams with a new feature to prove who's calling. They're rolling out fake call detection, which is aimed at scammers who spoof a contact's number and use AI voice cloning to impersonate them. So we've talked about this extensively. On the WAN show, your mom calls. They sound exactly like your mom, but it's actually a scammer asking you to send emergency money to some bitcoin wallet or something. But rather than analyzing the audio to detect a fake voice, what it's actually doing is a cryptographic check between your devices. So when a real contact calls you, their phone will quietly send your phone a real time confirmation signal over end to end encrypted rcs. When a malicious actor spoofs the number, which they can do, Veritasium did a whole like video on this, they can't spoof the signal. If that signal. If that encrypted signal is missing, then you'll get a warning that tells you hey, this could be a fake call, this could be a scammer. Now the catch is that both people have to use the phone by Google app and have each other saved in their contacts. They have to 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 across platforms with other people. Yeah, yeah, yeah, yeah, yeah. This is so freaking cool.
- [04:10]
Luke
I was gonna 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.
- [04:19]
Linus
Exactly.
- [04:20]
Luke
So it's like, ah. But again RCS based. This could be multi platform. Hopefully it becomes that because this is going to be a big problem. Already has been for some people. Yeah, I know. I, I don't know if I talked about this on WAN show and this wouldn't have exactly worked, but I've had an AI voice caller that had me tricked for a while. Have I told you that?
- [04:39]
Linus
No.
- [04:40]
Luke
Okay, so 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 like fundraising thing.
- [04:55]
Linus
Holy crap. You got like, yeah. Hyper brother. Dad, could you be, could you have been more targeted than Firefighters Curling Association?
- [05:06]
Luke
I, I, I have to look it up again. But it's like a real thing. Honestly though, Curling Association Canada?
- [05:13]
Linus
Like, like could it have been the, you know the, the Guild of Luca Freniere's family who play. Wow. And they, they could have like, like, like that might have been slightly more targeted. That's yeah.
- [05:26]
Luke
Canadian Firefighters Curling association and they do actually do fundraising. So like it's, yeah. And they're not really fundraising for themselves or fundraising for like community causes and stuff.
- [05:37]
Linus
Right.
- [05:38]
Luke
And the voice on the phone sounded very real, but it asked and it wanted a contribution and I was like, I mean okay, I can maybe do something. But they wanted payment information over the phone and I was like no, no, no, just tell me like what your website is and I'll like look it up and do it there. Because I'm not, there's no way I'm doing that. And then it got really pushy about wanting information over the phone and it started Feeling not super real at that point. So I started asking it certain things and got it to kind of loop and realize that it was not real.
- [06:11]
Linus
It ran out of context.
- [06:12]
Luke
But, like, the voice genuinely, like, fully sounded like a real person.
- [06:17]
Linus
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. Yeah. You know what I mean? So.
- [06:28]
Luke
And I don't know that in this context. I don't know this person. So it adds something there as well. Like this. This feature would not have saved me from this particular problem. But the thing is that. That happening one time to me, man, maybe realize that this is how. And like, I looked it up afterwards and there's a bunch of people talking about these calls they were getting.
- [06:48]
Linus
And like, this is a thing. It could have been, honestly, as simple as you like, as them setting up a domain that's like, you know, firefighters, curling association, dot or whatever, you know. Yeah.
- [07:02]
Luke
Yeah.
- [07:04]
Linus
And if they had just directed you there and it had been believable enough, you might have put payment information in maybe.
- [07:11]
Luke
Like, I do. I do check out websites like that. But I mean, maybe.
- [07:15]
Linus
I mean, if you were putting in five bucks, I don't know, I. I could see. Man, that's crazy because, like. 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.
- [07:29]
Luke
I don't know.
- [07:29]
Linus
Right.
- [07:29]
Luke
I. I look through source sometimes I look up, like. Yeah, I'll look up the domain and see if other people think it's legit.
- [07:37]
Linus
I click. I like to click around inside the website and make sure, like, all the links actually work.
- [07:42]
Luke
That is. Honestly, it's surprising how often that's not
- [07:44]
Linus
a thing except it, like, it's getting so much easier now to just put in a prompt. Yeah. Just generate this. Generate this for me. And if anything, I find that typos are more of a solid indicator that someone is a real human now than. Than, you know, perfect copy on a website. But I think. I feel like a lot of. I feel like a lot of things are kind of cluing into that as well to make things more natural, throwing in, like, the occasional typo. I'm just.
- [08:19]
Luke
Man, that was another thing that kind of tipped it off.
- [08:22]
Linus
Yeah.
- [08:23]
Luke
Was that the voice was like, almost too perfect. I know people are talking about compression stuff. There was compression, but, like.
- [08:28]
Linus
Yeah, right.
- [08:29]
Luke
There was no ums, oz, weird pauses or anything. Every line was delivered, like, perfectly.
- [08:36]
Linus
But at the beginning. That wouldn't have tipped you off because they would probably start with their script.
- [08:41]
Luke
It's a script.
- [08:42]
Linus
But once you're going back and forth and you're talking about payment and there's just no uncertainty or.
- [08:50]
Luke
And there was like, yeah, maybe someone's just hyper dedicated to the script. But there was lines that were like identical.
- [08:57]
Linus
Right.
- [08:57]
Luke
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. And it was also like, I, I think comparatively to your barbecue situation. Yeah, 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. Yeah, a nice like default fallback which kind of saved me. But yeah, like, that's crazy. And it's going to get easier and easier and easier for these things to be tailored to individuals over time. And this feature coming fairly quickly is good.
- [09:51]
Linus
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? Yeah, 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.
- [10:13]
Luke
Yeah, the, the number matching thing is pretty good. It's like, it's like the general rule, like if your banker 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.
- [10:26]
Linus
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?
- [10:42]
Luke
Yeah, that's insane.
- [10:43]
Linus
Like we, we just wasted. Because I had to sit through the hold queue in order to get back to them.
- [10:50]
Luke
Yeah.
- [10:51]
Linus
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.
- [11:00]
Luke
Yeah. So like you, you generally do just have to call them back no matter what? Unless it's only info.
- [11:06]
Linus
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 the only way.
- [11:14]
Luke
No people that do that.
- [11:15]
Linus
Dude. It's funny because that may. Perhaps 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.
- [11:31]
Luke
This is. This is completely unrelated, but we're talking about security stuff. And it made me think of this, but someone on the show floor walked up and they had one of those, like, what is 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. 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. We couldn't even see their screen yet. And as they walk past, they're like dismissing the notification. It just keeps coming back up. And apparently this has been a known thing for iPhones for like, a long time. And a bunch of people, including this person, have reported it. It's just like, still an issue. Yeah. Someone's like, yup, it's wonderful. Playing chat. Oh, man, 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,
- [12:39]
Linus
but we'll go back to writing checks.
- [12:41]
Luke
Yeah.
- [12:42]
Linus
Horses and buggies.
- [12:43]
Luke
Yeah. And then you're gonna get like, dogs mating with cats. 3D. What's going on where. Where people are forging signatures again and stuff. That'd be great.
- [12:52]
Linus
Oh, dude. Yeah. I mean, you could. You could make an auto pen like. Oh, yeah, like that these days.
- [12:57]
Dan
Yeah.
- [12:57]
Linus
Just.
- [13:00]
Luke
Oh,
- [13:03]
Linus
yeah. Roll out of the. Of the. The new fake call detection feature is coming this month, 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 gotta be honest with you guys, I can't think of any good reason to disable this at this time. You're already using a Google phone. Whatever creepy thing they could do with sending an encrypted RCS to the person you're calling is probably no worse than anything else. That they are doing. Google hasn't said whether they have any plans to adopt this, according to Wired, but if you're an iPhone user, I would say that's the kind of thing that you might want to send Apple a friendly little poke and go, hey, do you guys want to maybe support this? Because this legitimately seems like an essential feature as we move into the future. All right, you want to pick something essential from the doc?
- [14:06]
Luke
Oh, boy. Hold on, let me look for a second.
- [14:09]
Linus
He'll find something essential. You can't live without it, folks.
- [14:19]
Luke
I don't know. Yes.
- [14:24]
Linus
Perfect. Perfect.
- [14:26]
Luke
After 22 years, you can finally download Paint.net from the URL. Paint.net developer Rick Brewster has finally secured the Paint.net domain for his free image editor after the previous owners held it hostage for 22 freaking 22 years for some reason either refusing to sell or demanding absurd amounts of money for a free application to be downloaded. The breakthrough came when they made it a fatal. When they made a fatal mistake in December of 2025. They redesigned the site to look, aha, like the official paint.net download page with fake links and ads. Brewster lawyered up one on copyright infringement and domain squatting, and the domain is now his.
- [15:09]
Linus
That is so freaking awesome.
- [15:12]
Luke
That's actually amazing.
- [15:14]
Linus
Okay, our discussion topic is, aside from paint.net being based in free, freaking awesome, if you need like a quick edit to an image, it has so many plugins, head over to paint.net it's that easy.
- [15:27]
Luke
That is actually so cool because it's
- [15:29]
Linus
been one of the things he wants to do it. He can't resist.
- [15:31]
Luke
I did it earlier.
- [15:32]
Linus
I did it earlier.
- [15:34]
Luke
One of the. One of the biggest pains about, like, suggesting it to people ever has just
- [15:39]
Linus
been like, I'm afraid you'll get scammed. Yeah, yeah. 100% and okay. But our discussion topic is going to be. What's your other favorite? They should really have the domain. Mine's got to be Steam. The fact that Steam Powered SteamPowered.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.
- [16:08]
Luke
Yeah.
- [16:08]
Linus
And Valve told them to pound sand way back in the day and is sticking to their guns. And I gotta, like, you know, respect that at least to a degree. But. But also, I do wonder how many people have been confused, how many hours of humanity's collective life have been lost to
- [16:32]
Luke
if it wasn't for Google. I wonder what the situation would be like.
- [16:37]
Linus
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 download Steam. No. Who doesn't just google
- [16:53]
Luke
paint.net was weird because the name of it was a domain.
- [16:56]
Linus
Yeah.
- [16:57]
Luke
So it was like, it was kind of especially bad. Like if it was steam.com. if like steam was actually called steam.com.
- [17:06]
Linus
i didn't know this one. Sorry, go ahead. No, no, no, hold on, hold on.
- [17:11]
Luke
Yeah, if. Yeah, again, if Steam was actually called steam.com and then steam.com didn't go to Steam, that would be really confusing.
- [17:21]
Linus
This is crazy. I've heard of Nissan.com in loving memory of Uzi Nissan, a loving father, brother and friend passed away from COVID 19. Dude, that's incredible.
- [17:37]
Luke
That's pretty epic.
- [17:37]
Linus
This man, Uzi Nissan has the nissan.com domain, not the car company. Okay, how did I, how did I never see this?
- [17:50]
Luke
I. I've seen this.
- [17:52]
Linus
So I'm.
- [17:52]
Luke
Yeah, I'm not. I don't know. But you know, I mean there's too many things on here to come around everything. I. I am kind of surprised. Like with Steam at some point, with Nissan at some point. Like how, how, how do you not just offer a very high but reasonable number? Because like, like Steam. Steam as well. Like steam.com. they're not even parking it.
- [18:15]
Linus
No, they're not doing anything with it. I mean, I guess, I'm guessing strange. 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, 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.
- [18:39]
Luke
Right?
- [18:39]
Linus
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 there's 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. Yeah, enriching the scalpers, incentivizing them to do this again, that's the only reason any of it works. And at a certain point I gotta just kind of go look, don't hate the player. Hate the stupid people who enriched the player. Not stupid. Stupid's a strong word. I don't think they're stupid. I think they are bad parents. They're. They're sending the wrong signals and they are. They are enabling a behavior that is. That just makes the world sort of worse in general.
- [19:37]
Luke
I feel like I wasn't paying enough attention. Bad parents.
- [19:39]
Linus
They're bad parents.
- [19:40]
Luke
Who are bad parents.
- [19:41]
Linus
The people who buy from scalpers.
- [19:43]
Luke
Okay. All right.
- [19:45]
Linus
Yeah, gotcha.
- [19:45]
Luke
I thought you're talking about scammers for a second. And I was like, I don't think they mean, mean to. I get it.
- [19:50]
Linus
No, yeah. So this is another one that I had seen before but had forgotten about. White House.com is an election betting site because I guess the U.S. government. Yeah, it's dot org. Right. So, yeah. Or.gov. excuse me.
- [20:11]
Luke
So this is. Oh, I can't share my screen, I guess, but Pancrest shared in floatplane chat the what steam.com used to look like. And I remember this. I also remember that this domain is not for sale. I just don't understand.
- [20:25]
Linus
Is the former home of steam tunnel operations. Okay, nice. Sure. Solid. Anyway, congratulations. Paint.net. rick Brewster, you did it. Congrats. You finally did it. We're genuinely excited for you and for everyone who ever, you know, got confused by the previous situation. Yeah, absolutely. Awesome. Let's jump into. Oh, hey, can we. Can we watch the thing, Dan?
- [21:00]
Dan
Yeah, and then we'll.
- [21:01]
Linus
And then we'll. Yeah, but then we'll talk about this spiel.
- [21:04]
Dan
Or do you want to watch it first?
- [21:07]
Linus
Yeah, I'll do the spiel. What if. Did an affiliate spot for the LTT store. Scribe, driver, pen. And I just thought he did such an amazing, incredible, creative job of it. So he did a spot on TikTok that's called. Here's what would happen if a pen hit the earth at the speed of light. Now, according to the spot, he really loves the pen. I. He hasn't, like, told me that personally, like, not on the Internet, So I have no way of knowing that if that is actually true. But he said a lot of things that I also believe about the pen, that it's a really good value. Like the build quality is great for the price and, you know, technically, according to, you know, the law and stuff, even in an affiliate spot, you're not supposed to say anything that you don't actually believe. So I was really like. Like, seriously, he, like, glazed it a little nice. Like, he was very, very.
- [22:07]
Luke
I Know a few people that really like.
- [22:08]
Linus
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?
- [22:20]
Luke
If that's what would happen if a
- [22:21]
Sammy
pen hit Earth at the speed of light. This is LTT's Scribe Driver Bolt Action Pen made by fellow Canadian YouTuber Linus Tech Tips stainless steel over engineered by nerds and has a satisfying bolt action click, grippy diamond cut, knurling 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, 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 kilometers per second. Fast enough to travel from Earth to the moon in about 1.3 seconds. But before the pen even touches the ground, the sky would flash white. Since the air in front of the pen wouldn't have time to move out of the way, it would get very violently compressed and heated into super hot plasma.
- [23:28]
Linus
Then boom.
- [23:29]
Sammy
The air around the pen would erupt into an enormous explosion before it even reached the.
- [23:35]
Linus
All right, we'll just cut it here so that people have to go watch the rest to find out the rest.
- [23:40]
Luke
Good plan.
- [23:40]
Linus
Got him. Yeah, got him. Anyway. Yeah, just thought that was super cool. We're. We've been exploring over the last. I guess it's been months now doing more and more sort of creator affiliate program type stuff. Creator sponsorships, actually. Oh, I got a great selfie with a couple of channels that we sponsor you. You might like this Luke here, like
- [24:11]
Luke
here at the show.
- [24:11]
Linus
Let me see if I can find it. Yeah, yeah. I don't know if you've. 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. Oh, hold on.
- [24:25]
Dan
I disabled your autofocus. You'll have to.
- [24:27]
Linus
Yeah, yeah, yeah, that makes sense. Yeah. So this guy. This guy's name is Andy. He's from a channel called Zip Tie Tuning and Zip Tie Tech. Yeah. And then this is. This is Samit. He does like drift car racing over in Japan and once he had this guy with kind of like kind of a loud laugh. Yeah, it's like kind of like a laugh re air kind of guy laugh. Rainier guy kind of in his car once he took him out drift racing. You might have heard of him.
- [25:05]
Luke
It was a good time. Yeah.
- [25:06]
Linus
Yeah. So I don't know. It's pretty cool. It's been, it's been, it's been enriching. Oh, okay. I didn't mean it like that. It's been fulfilling. It's been fulfilling to. No, it's the opposite of that actually, because I'll be honest with you, we don't really know what we're doing yet. So a lot of the like sponsorships and stuff we're doing are not lucrative. Right. But what they are is they're like, like. I mean 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 sponsoree to the sponsor and it's something that within reason we, we do want to continue to do more of.
- [25:53]
Luke
Yeah.
- [25:57]
Linus
All right. What else? We. What else?
- [25:58]
Luke
Like so $0 enriching. I think potentially negative dollars enriching.
- [26:02]
Linus
Yeah, in some cases there have been some that have done like really well, I guess.
- [26:08]
Luke
Yeah.
- [26:08]
Linus
Well. Yeah, like occasional, occasional ones.
- [26:11]
Luke
Tracked links.
- [26:12]
Linus
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 land show or anything. But there have been some that have just done shockingly well and then there's been some that we thought.
- [26:28]
Luke
Yeah, I didn't even mean it that way. I just saw it as like it's. I mean it's a money out procedure.
- [26:34]
Linus
Yeah.
- [26:35]
Luke
Yeah.
- [26:35]
Linus
Oh yeah.
- [26:36]
Luke
Theoretically, through the affiliate links you can track money in.
- [26:38]
Linus
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.
- [26:52]
Luke
Yeah. At work during that employee could have done something else.
- [26:55]
Linus
They could have. Yeah.
- [26:56]
Luke
So there's, I think it's good. It's like we've had a problem for a long time of like getting the cool products that we have to people that aren't just, just our audience. And you know, 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, but part of it's also trying to sponsor other creators and do stuff like that.
- [27:25]
Linus
So we want to, we want to continue to do more of that. What else we, what else we got. I forget how we got onto. 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 GB of unified LPTDR5X memory in an all new SuperChip with up to 1 petaflop of FP4AI performance for local models.
- [28:19]
Luke
Are we going to call them super chips?
- [28:25]
Linus
I mean, it's cooler branding than apu.
- [28:28]
Luke
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.
- [28:33]
Linus
Well, no, I absolutely think you're right. Yeah. I mean, would you argue that Strix Halo is not a super chip?
- [28:41]
Luke
Well, that's what I mean. Like if we call this a super chip, I think that might be okay. But. But we also have to call Strix Halo a super chip.
- [28:47]
Linus
I think I'm down.
- [28:48]
Luke
That's fine with me.
- [28:49]
Linus
Strix Halo is a super. It's a super chip and it does
- [28:53]
Luke
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.
- [29:02]
Linus
Give us a sec, we'll get to that. Nvidia is promising slim laptops with all day battery life as well as compact desktops that are powered by these new chips. And they should be coming this fall from the usual suspects. I mean, partners. Excuse me. Recent attempts at Windows on ARM have been a lot more promising than early attempts. In the RT days, Microsoft's x86 to ARM translation layer, codenamed 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 Davleuri told our team that there is active work being done with the developers of Easy, Anti, Cheat, battleye and Denuvo, along with Riot Games and Krafton to bring ARM support to League of legends. Valorant and PUBG. Pricing has not been revealed. Okay, Mr. Luke, I think both of us probably went into Computex thinking dla. No, you weren't quite as, you weren't quite as negative as me about it.
- [30:13]
Luke
I,
- [30:15]
Linus
I was a little year and a half late.
- [30:18]
Luke
Yes.
- [30:18]
Linus
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.
- [30:36]
Luke
I think part of it, part of the reason why I had potentially higher hopes is just because of what actually Qualcomm has been doing. I think a lot of the road was paved by other people here. Microsoft working on their translation layers, Qualcomm working on a huge range of different things. This feels like what we've been talking about with AI for a while now where I think some of the companies that do the best are going to be companies that aren't just blowing billions of dollars right now.
- [31:04]
Linus
Right.
- [31:05]
Luke
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, Apple kind of, they waited for Qualcomm and Microsoft and I'm sure a lot of other partners to do a lot of the initial work and then just went and there's a cool
- [31:23]
Linus
chip and they also Nvidia waiting for there to be a lucrative enough business case to do a ton of the work. In this, in this case it was for the data center. Right. Like this is using, this is obviously a cut down version but it's using a very similar architecture to their Grace Blackwell super chips that are for, you know, AI. Those ones have way more cores. I think it's like 72 CPU cores and then the, the, the GPU that's built to it is yeah is, is obviously not on the same scale whatsoever and clock speeds are way higher on the like. Hey, I got hands on with a Grace Blackwell yesterday. Oh it's, it's thick. The cooler is thick like damn girl. 1400 watts per.
- [32:18]
Luke
Did it fit in the socket per.
- [32:19]
Linus
Per super chip. You know with a little bit of coaxing, a little bit of, a little bit of assistance anyway.
- [32:31]
Luke
God, I'm too tired for this.
- [32:33]
Linus
So my reasons for. My reasons for coming in thinking DOA were actually less to do with that, that I, that I thought, you know, Windows on ARM was a total dead end and it was more to do with just how late this thing was. I was worried that power consumption wouldn't make any sense. For a laptop, for a device that, you know, Carmack was complaining a year ago, like throttled in a mini desktop and like kind of sucked that you know, Wendell has talked about how the, the performance for local AI is not that amazing. I was concerned that, you know, Nvidia would run into challenges when it comes to Windows on arm. It hasn't been perfect. And I mean the answer for me whether you want to talk about Windows on ARM or whether you want to talk about Linux or Mac or any other platform is always like, you know, would you use that? And I go, yes, asterisk. But boy, that asterisk 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.
- [33:55]
Luke
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
- [34:03]
Linus
parody that scenario 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.
- [34:27]
Luke
Yeah.
- [34:28]
Linus
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, 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, 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, wait, here's all. Because I, there's even more than what we had written in our notes here in terms of who they're working with on the DRM side and on the anti cheat side. And they're like, yeah, this is a huge part of why this has taken so long.
- [35:10]
Luke
I wouldn't be surprised. And I'm, I'm sure they do have stronger relationships with some of these companies and more long lasting ones, but Qualcomm was already doing a lot of that. To be clear, I'm not trying to Qualcomm glaze on the show.
- [35:23]
Linus
It's just like, I don't think anyone would think you are.
- [35:26]
Luke
Yeah, okay. It's like these things were already being worked on. Some people tried to name some Other stuff, Valve, but you know, Valve might, Valve's making some hardware, I guess, but I don't think it's really equivalent to this situation we're talking about like chip makers. Yeah, it's interesting. At least it's interesting. I don't know how the market feels about it because, you know, it, it's kind of nuts how in the last five days they're down 5%. In the last one day they're down 6.2%. But apparently if you go back to the last month, they're still doing great.
- [36:04]
Linus
Yeah. Looking at the stock, I mean look, the stock is just, stocks are just gambling now, Luke.
- [36:09]
Luke
Six months, they're up 12 and a
- [36:11]
Linus
half percent like here.
- [36:12]
Luke
Nothing matters.
- [36:13]
Linus
If you want to see a fun one, check arm. So I, I attended the, the announcement, I was sponsored attending the announcement of their, of their like AGI series CPUs. And that was, I think it was more than a month ago. Go, go to the six month view.
- [36:32]
Luke
Okay.
- [36:33]
Linus
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're gonna like sell a buttload of these kind of good, you know, and it like dipped and then it went like.
- [37:19]
Luke
Yeah.
- [37:20]
Linus
And, and I just don't really.
- [37:23]
Luke
So what we're seeing is on the, on a six month view, the stock is up 143%. On a one month view, still super healthy, 64%. But when you start getting to, you know, your, your five days, it's, it's down 12%.
- [37:40]
Linus
Yeah. And so that's, that's, you know, to do with the market, the, the poly market you might call it. Like I, 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.
- [37:54]
Luke
Yeah.
- [37:54]
Linus
And it's, it's hard to maybe always
- [37:55]
Luke
was and to be clear, this isn't a stock trading show.
- [38:00]
Linus
No, this is nothing, not financial advice.
- [38:04]
Luke
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 investing in all that kind of stuff. There's all this stuff coming with SpaceX and how it might be like, defaulted into something.
- [38:23]
Linus
Okay, so they fixed that, did they? The S, P 500 basically was like, no. Okay, you have to wait a year.
- [38:33]
Luke
Okay.
- [38:34]
Linus
That was legitimately pretty scary.
- [38:36]
Luke
Yeah.
- [38:37]
Linus
When it looked like they were just gonna go straight into the S&P 500 index fund, that was like. That was crazy.
- [38:45]
Luke
That sounded rough, but. But yeah, we're looking at. Again, this is the wrong place to really learn about this stuff. But yeah, we're looking at a bit of a bloodbath kind of. Since Computex, which is interesting. I don't know if it's actually related. Computex. Probably not. I feel like, very hard to say.
- [39:01]
Linus
You know, I had a really interesting conversation with, with Dr. Cutrus the other night. We. We finally caught up. Man.
- [39:08]
Luke
I haven't.
- [39:08]
Linus
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, at the Asus Rog booth. Oh, yeah, I ran into Bitwit Kyle. Yeah, I was on his live stream.
- [39:24]
Luke
Yeah, he's doing live streams now. Dude, that's like his thing.
- [39:27]
Linus
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.
- [39:36]
Luke
Fantastic.
- [39:36]
Linus
I think he is like the funniest person in. In Tech on YouTube and live. Makes a ton of sense to me for him. I actually didn't know he was doing it because I just. I don't consume that much YouTube content. But just the vibes of his stream while we were kind of chatting and hanging out on it, I thought it was just awesome.
- [39:56]
Luke
Yeah.
- [39:57]
Linus
Yeah, I ran into him, obviously. Ran into Alex and Andy and yeah, it was great. Anyway, so, yeah, ran into. Into Dr. Cutrus 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 RTX Spark, Nvidia's new Vera Rubin 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? ARC G3 Noctua has their thermosyphon working. What are we even talking about?
- [41:01]
Luke
I thought the wooting thing was cool. Did you see that?
- [41:03]
Linus
Oh, the, the, like tilty.
- [41:05]
Luke
No, the replaceable dials.
- [41:07]
Linus
Oh, yeah, yeah, yeah.
- [41:08]
Luke
So you can, you can replace individual key switches with dials instead of, instead of buttons. I think it's genuinely pretty cool. But if you're doing, I imagine, CAD work, video editing, or there aren't a ton of them, but games like Star
- [41:23]
Linus
Citizen Wooting's a shockingly innovative company for being focused on keyboards, which the most
- [41:29]
Luke
part, in a lot of ways have not been. Yeah, yeah, they. They are, yeah. I mean, it's part of their, like, tagliney thing. They're there to disrupt or whatever.
- [41:38]
Linus
Yeah.
- [41:39]
Dan
So.
- [41:39]
Linus
So Anyway, chatting with Dr. Cutrus about it, but I was like, I'm having a hard time wrapping my brain around this because there's not much here. But on the flip side, did it not feel like the busiest Computex, like, in years? Like, it was. Dude, it was buzzing.
- [41:56]
Luke
You mean like literally people on the floor?
- [41:58]
Linus
Yeah, on the show floor.
- [41:59]
Luke
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 that there had to be a minimum percentage of like, AI stuff. Because 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 compute, 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 how are you doing that? And they pointed to 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 the point was that you could plug a computer into the monitor that ran AI stuff. Wow. 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.
- [43:04]
Linus
Right.
- [43:05]
Luke
So they just slapped an AI sticker on their monitor and just went with it. So I don't know. I think it's just that there is a lot of dollars, a lot more dollars than normal in this industry.
- [43:17]
Linus
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.
- [43:30]
Luke
Yep.
- [43:30]
Linus
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. No. So see, you were like, you were, you hit the nail on the hammer kind of. You were like almost there in terms of, in terms of his theory anyway. Yeah, but he's like, yeah, basically as far as you know, he's like. As far as I can tell, there wasn't kind of an Asia Tech conference for Western money.
- [44:02]
Luke
Yeah. Because you see that at ces it's very, very common at CES to see the, like the investor, the money people. Yeah. And you can kind of tell when they're, when they're walking around and so.
- [44:11]
Linus
Because Computex is where Nvidia does its thing.
- [44:16]
Luke
Yep.
- [44:16]
Linus
Right. 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 the doctorate, 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 first time we met, he corrected me on his title and I have never let him live it down. I opened with that, of course. I walk up, he's waiting for me in a tiny little noodle hole in the wall. And then like Dr. Cutrus. Yeah, yeah, he goes, he goes off you like. I love that guy. Anyway, when he talks it pretty much almost always makes a ton of sense. He's a super smart guy. But I was like, oh yeah, that. So this is something that, that came up for me, an unrelated reading. I forget where I was reading it and I can't find the article right now, but apparently I think it might have been my brother in law talking to me about it. Nine out of every $10 from PE and VC right now is apparently going into AI.
- [45:39]
Luke
I mean, yeah, sure, I, I do still think this is interesting. I wish I could share my screen, but I looked up, I guess it's on a website called Trading View. I haven't been here before, but I've seen screenshots that I think are from this website of like a stock heat map and it's just the S&P 500 stock heat map. Some people in chat were saying that these stocks are down because people are just rebalancing. But when I'm seeing over 6% from Nvidia, over 13% from Micron, over 6% from Dell, over 11 from intel, over 6% from Cisco, 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.
- [46:24]
Linus
Gold's down.
- [46:25]
Luke
Yeah, gold's apparently down a bunch today. So like I, I'm not seeing the other stocks that this is flowing well.
- [46:36]
Linus
It's not always stocks, right. Like there's government bonds, there's land. Although land is not as liquid. It doesn't really. Well, literally it's not liquid. But like, what I mean is that it doesn't. You don't like move 6.2% of Nvidia. This is. What I mean, is half a trillion dollars or something like that or what? No, no, no, sorry. A quarter trillion dollars. What does it, what does it work out to? It's a five trillion dollar market cap. So 10% is 500 billion. So $250 billion there. So, yeah, kind of a big deal.
- [47:13]
Luke
So, like, we should see a lot of green in other segments.
- [47:17]
Linus
Nobody bought $250 billion of farmland, you know, today. Yeah, crypto. So bitcoin's way down. Like, like in, in like catastrophic, crashing, whoa territory. Yeah. Have you been watching this?
- [47:33]
Luke
No.
- [47:33]
Linus
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.
- [47:44]
Luke
The people you should listen to.
- [47:45]
Linus
Neither of us have any idea what we're doing or what we're talking about.
- [47:49]
Luke
The extent of it right now is that there's a lot of red and I don't know where the green is.
- [47:53]
Linus
Well, I think it was the friends we made along the way.
- [47:58]
Luke
Yeah.
- [48:01]
Linus
It was not real money. That's what the boomers are finding out in the Vancouver housing market is that when the value of your house and your hundred neighbors is dictated by the one house that sold at that amount.
- [48:18]
Luke
Yeah.
- [48:20]
Linus
That money is not real. And so, you know, it just, it could go up, it can go down. I mean, listen, I think. I'm gonna send this over to Dan. He can throw this up on screen. But I think it's really important to remember what Warren Buffett said about all this. Okay, so I'm just gonna 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, did you get that. Yep. Okay. Go ahead, throw that up, please. So whenever you, whenever you see anything, any news, right. The stock goes up, the stock goes down. Crypto's doing good, crypto's doing bad. You know, gold, bonds, everything. Just, just remember, remember what Warren Buffett definitely actually said.
- [49:26]
Luke
Yep. 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 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.
- [49:48]
Linus
Scrappy. DP says he said wasted away in Margaritaville. You're, you're thinking of his lesser known cousin, Mr. Jimmy Buffett.
- [49:57]
Luke
Yeah.
- [49:58]
Linus
Yeah, 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.
- [50:22]
Luke
Yeah.
- [50:23]
Linus
And so like you could, like, if you're, if you're worth a hundred dollars, 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.
- [50:46]
Luke
And because you started high.
- [50:48]
Linus
Yeah, it's just, it's because you started higher. So it's. So it's a greater proportion. So that, like that, that, that growth goes down at the same, you know, 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.
- [51:20]
Luke
You know, just like scale of things and getting ridiculous. Like Nvidia being down 6.2 is, is so just insane.
- [51:28]
Linus
It's just such a colossal amount of money.
- [51:31]
Luke
It's like that stat. I don't know if I'm gonna be able to find it right now, but there's. I think we've talked about a windshield before where, when, like when the, when the GDP goes down a certain percentage, you see, like, deaths increase.
- [51:43]
Linus
Yeah.
- [51:44]
Luke
Like, it's, it's, it's. Yeah, this stuff gets pretty heavy pretty fast.
- [51:50]
Linus
Hold on. Someone wanted an update on GameStop basically for tax Reasons Yvonne sold it at some point. If I recall correctly, you guys held
- [51:59]
Luke
it for a super long time, but I also think that was a bit ago. Yeah.
- [52:02]
Linus
Yeah. So right now I think Yvonne has us a little bit in some index fund, but, like, not much. And I have my framework personal investment, and then I have my S Tech, so Hexos, that NAS software, personal investment,
- [52:23]
Luke
but neither of those are public.
- [52:24]
Linus
A little bit of precious metal, I think. And no crypto. I have no crypto right now. This is not financial advice. This is not a financial show. But you guys might as well, you know, know where my vested interests lie. And I have. I mean, realistically, the bulk of my net worth is in Vancouver real estate, which you guys already know from just knowing that we own our office building. And like, you know, I made the video where I talked about smash champs, the badminton club slash land center. So I. For what it's worth, if this helps at all, I've gotten hit harder over the last year than the poor Nvidia investors who lost 6.2% today. But it's also. 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,
- [53:23]
Luke
Though. I'm skipping through it. I've gone through like, the Chinese index and 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, which is cool,
- [53:40]
Linus
however, is doing bad. Yvonne, last night, you know, pillow talk was like, oh, my trade just went through. So what that tells me is that the Canadian dollar fell against the USD. Because what she does is she sets up like, stage trades so that rather than, you know, hitting it all at once, it'll kind of trade on the way up. And she's usually trying to catch a. A high on the. On the US Dollar whenever she's like, setting stage trade.
- [54:13]
Luke
Because we mostly make USD.
- [54:17]
Linus
Yeah.
- [54:17]
Luke
Which I think might not have been
- [54:19]
Linus
fully apparent, but our expenses are mostly Canadian dollars.
- [54:23]
Luke
So we are trying to move it into the. The cad side of things.
- [54:26]
Linus
Yeah. So we generally try to win on. On the USD being overvalued in a given time and then sort of ease off on our. On our purchases of Canadian dollars when the Canadian dollar is stronger. Although that has changed because we did. How does LMG spend money? I guess it's like six months ago now. And our biggest expense other than payroll is now buying product, and that is almost exclusively in USD.
- [54:54]
Luke
Oh, interesting.
- [54:55]
Linus
Yeah. So a lot more of our Expenses are in US dollars now.
- [54:58]
Luke
Yeah, I never really considered that. Yeah, sorry, I just thought this was funny. I'm scrolling through and there's like, the NASDAQ 100 index, all U.S. companies. Dow Jones Utility Average index.
- [55:08]
Linus
Yeah.
- [55:08]
Luke
Canadian Composite Index. Whatever.
- [55:10]
Linus
You keep what you find. What'd you find? Is it the Nancy Pelosi Index or
- [55:14]
Luke
you get down to India, it's the nifty 50. I just. I just love that.
- [55:20]
Linus
And the nifty next 50. Yeah, that's pretty good.
- [55:23]
Luke
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.
- [55:32]
Linus
No one in chat seems to have figured out where the money all is going.
- [55:36]
Luke
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.
- [55:57]
Linus
I. I've seen some. I've seen some rumblings that Putin might hopefully finally be getting tired of his stupid war.
- [56:06]
Luke
I have seen rumblings of that, too. There's an open letter from
- [56:12]
Linus
Zelensky. Yeah, yeah, yeah, yeah, I saw that. I saw that, too. I.
- [56:17]
Luke
It would be real cool if that stopped.
- [56:19]
Linus
Yeah, I'd be super stoked on that. Glory to 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, two years beyond the original 2027 promise. That is at least seven years of support, which will likely cover up to Zen 6 or Zen 7. Meaning that anyone who bought an AM5 motherboard back in 2022 can keep upgrading CPUs without replacing their board. Hopefully. You know, sometimes not every board from the very beginning of AM4 did ultimately support the chips at the end of AM4. But, you know, if all goes well, then you could be one of the lucky people who has a board that makes it all the way through. Yeah, AM4 got the same treatment launching in 2016, with AMD still releasing chips for it a decade later. Two new CPUs are being released, actually, to back up these announcements. The Ryzen 7.7700x3D for AM5 is launching July 16th at 329. 8 cores, 16 threads, Zen 4, 96 megabytes of 3D V cache. What? It's exciting. It's good 4.5 GHz boost clock. Essentially it's a downclocked 7800x3D at $120 less. AMD can see that gamers are feeling the pinch. Talking to, you know, manufacturers in the PC space, they're also feeling the pinch. We talk about that a little bit more later. But you know, clearly they're trying to, to, to juice things a little bit. And Then on the AM4 side, the Ryzen 7 5800x3D 10th Anniversary Edition is returning June 25 at $349. It's the same eight cores, N3 chip with 100 megs of cache, 4.5 GHz boost. It was once the best gaming CPU on the planet. Now it's still a great gaming CPU and is compatible with DDR4, which could help save you some money on your next system. And this is really interesting.
- [58:41]
Luke
Does 349 make sense?
- [58:44]
Linus
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 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 V cache stacking process that they used, the reason these chips went away was because that process was no longer available at tsmc. So they had to significantly re engineer the chip to manufacture it with modern stacking processes. Okay, so they, they actually. Yeah, they, they. I forget whose podcaster who 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, like a grab it from the archives, dust it off and just re release it project.
- [59:43]
Luke
Yeah, because Zen 3 for 350 bucks.
- [59:47]
Linus
Zen 3 with 3 DV cache.
- [59:49]
Luke
Yeah, that part is nice, I guess.
- [59:50]
Linus
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 AM4 board. I'm gonna 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. Would I like to see AMD go more aggressive with this thing? Absolutely. But I still think it's going to be legitimately very.
- [60:46]
Luke
And I'm not even saying that it's. It's necessary. 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.
- [60:56]
Linus
Damn. It would have been nice if it was cheaper. I would have loved to see it at like 239.
- [61:01]
Luke
Yeah.
- [61:02]
Linus
229 is like 229 is where I'd have been like, that's hot. Every other chip is dead to me. Just buy it.
- [61:10]
Luke
229 would have been pretty sick. But that's a massive reduction on the price that it actually is.
- [61:18]
Linus
Yep.
- [61:24]
Luke
I don't want.
- [61:25]
Linus
Well, dollars. Yeah. If you're comparing to what these things were going for on the secondhand market, they. It was like well over 500.
- [61:33]
Luke
No, that's. 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.
- [61:42]
Linus
Yeah.
- [61:43]
Luke
But. But before it converted it to new Taiwanese dollars because of where we are, it. It was saying. I think it was 570. Sorry, 470. And that's a used one, so maybe it'll help.
- [61:58]
Linus
Yep.
- [61:59]
Luke
God, the market is crazy right now.
- [62:00]
Linus
I legitimately do think that this is going to help a resurgence in availability of AM4 chips. AM4 boards. DDR4 is still out there. DDR4, even brand new, is relatively affordable. Anything that takes some of the squeeze off I support at this point.
- [62:19]
Luke
So just, just with quick skimming, it sounds like their price is a hundred dollars cheaper than the used price. Which. That blows my mind, but.
- [62:28]
Linus
I know, I know.
- [62:32]
Luke
Thanks, I guess. Yeah, yeah. Sounds like it'll be really helpful. It just. Geez. No. What? Like, no wonder people are building computers. Should we talk about that? Because I also talked to manufacturers that were like, yikes.
- [62:45]
Linus
Yep. So I'm not going to name any names. I'm not trying to call out anyone's specific business. But I talked to one manufacturer that said that their sales and they make like. Like an accessory product.
- [62:57]
Luke
This is like 100. Yeah.
- [62:59]
Linus
Like, basically something that isn't a CPU or GPU, but is something that you can't really build a computer without. Okay. And they said that they were down about also not 30%.
- [63:14]
Luke
Yikes.
- [63:15]
Linus
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.
- [63:54]
Luke
Yeah.
- [63:55]
Linus
Lead times, they were saying on a good day, they're gonna have to know what they need in their warehouse six months ahead of time. And right now that's like, how are
- [64:06]
Luke
you supposed to do that?
- [64:07]
Linus
Impossible.
- [64:08]
Luke
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 know I was talking to one brand.
- [64:21]
Linus
Dan put up the thing.
- [64:22]
Luke
Who even. Did I say? I don't know. I was talking to one brand who even sells things that are a little bit more in that field, but they're more. They have to buy an expensive component and then use it in the product that they're selling. And they're saying that even they are down because their costs are so freaking high, that even though they're selling it for so much right now, it just doesn't even really matter.
- [64:51]
Linus
I meant the Warren Buffett thing. I didn't mean the doesn't know thing. That's why the moment's past.
- [64:55]
Luke
Yeah. It was pretty wild. Case fans, all that type of stuff. If nobody's building computers, if nobody's building personal computers, PCs, then those things aren't selling like, it just. It is what it is.
- [65:10]
Linus
I think McGarnagle actually has a way more human way of sort of illustrating what I've been trying to. To say about that. When you're a company of three people, 30% hiring is one person. When you're a company of 10 people, 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.
- [65:42]
Luke
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.
- [66:00]
Linus
Yeah. It might not be able to absorb it.
- [66:01]
Luke
If it's a one person change, 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.
- [66:12]
Linus
Yeah, yeah. It's, it's, it's a, it's a scary time right now. And honestly, I had very similar conversations with at least one creator as well, where it's just like the, the interest right now in, you know, building computers is pretty.
- [66:31]
Luke
Oh, dude, it's bad.
- [66:32]
Linus
It's pretty.
- [66:33]
Luke
Yeah, I had, there was a, there was a dinner I had with a few and everyone was talking about it. It's, it's pretty rough right now.
- [66:39]
Linus
Well, I said, I said one because I have named many creators that I've talked to at the show. Oh. And so I just, you know, didn't want to. Yeah, it's.
- [66:47]
Luke
Everyone. Yeah.
- [66:50]
Linus
All right.
- [66:50]
Luke
We're just gonna, I don't know, we're
- [66:52]
Linus
just going to be transparent about it.
- [66:54]
Luke
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 thousand 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.
- [67:13]
Linus
Yeah.
- [67:14]
Luke
So it's, it's because you already went up is where, where it starts.
- [67:18]
Linus
Yeah. So like. And it's like. So the way that someone explained it to me. Oh, thank you. Is that if every day, if every other day you, like, go up 10 and then every other day you're down 10%, eventually you have no money.
- [67:32]
Luke
Yeah, that's. Yeah.
- [67:33]
Linus
Which is like, what?
- [67:36]
Luke
Yeah, yeah. If it was all relative to the starting number, then you'd be fine.
- [67:41]
Linus
Then you're fine.
- [67:41]
Luke
But it's not.
- [67:42]
Linus
But it's not. Hey, speaking of companies that are scaling like crazy and doing great, let's talk about Nvidia unveiling their Vera Rubin platform meant to power the future of AI. According to Nvidia, it will offer 3.3 times the performance of comparable Blackwell Ultra hardware and deliver a 4x reduction in the number of GPUs needed to train MOE models. We don't have detailed specs for everything, but we do have some speeds and feeds that we can highlight. The Vera CPU goes from 72 cores on Grace to 88 Nvidia custom Olympus cores this time. These have full ARM v9.2 compatibility with ultra fast NVLink C2C 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 gray CPU cores. They're, they're lame. They're. It's a media tech, 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 roadmap if you don't get into silicon going, well, let's try one and see how it goes. Yeah, you get into silicon with. 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.
- [69:19]
Luke
I thought it was three or four.
- [69:20]
Linus
Yeah, it was like a lot. Yeah, like you. And then, you know, again back to that ARM announcement, they got up on stage and they were like, this is the worst ARM CPU we will ever make. The roadmap is great. You know, obviously buy these ones. But like this is, every one that we make in the future is better.
- [69:41]
Luke
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'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.
- [70:02]
Linus
He started a lot of balls.
- [70:03]
Luke
Yeah. Rolling.
- [70:04]
Linus
Yeah. So anyway, this is one of the reasons that I'm more bullish on their laptop chips because these first ones, RTX Spark Gen1 is the worst laptop chip that Nvidia will ever release. And full custom custom Olympus cores. Okay. Sounds pretty cool to me. I don't know. I don't really know much about it yet. Ruben GPU moving to HBM4 memory. Third generation transformer engine 50. Yeah. 2.5x the NVFP4 petaflops of compute. Okay, so this is like A way, way more powerful chip. The new rack is using NVLink 6. Each rack will have 260 terabytes per second of bandwidth. And then this is something that I actually do care about. 10 times higher inference per watt at one tenth the cost per token.
- [71:04]
Luke
Okay.
- [71:05]
Linus
And whether you like AI or hate AI.
- [71:11]
Luke
Less. What? Good.
- [71:12]
Linus
Less watt. Definitely good. And if you do like AI and you've noticed that all of a sudden, it's amazing how it just kind of happened overnight. The token cost crisis.
- [71:24]
Luke
Oh, yeah.
- [71:26]
Linus
1/10 the cost per token probably sounds pretty good to you right about now. What else do we know about it?
- [71:34]
Luke
Have we talked about that on Wednesday? For a little bit of context, there's a bunch of different places that are turning into usage models instead of general subscription models, including GitHub. And it's really starting to show up on people's balance sheet. Developers are running out of what they would. 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?
- [71:59]
Linus
I heard the Q1 budget was covered or the full year's budget was spent in Q1. Yeah, it's kind of the number that a lot of people are throwing out.
- [72:07]
Luke
So the scaling is getting a little bit ridiculous. Yeah, but it's the, you know, it's the whole drugs model. Give them a bit for free and then. And then pull the rug out.
- [72:16]
Linus
Yeah, I just, I. That was kind of. That was. This reinforces actually what I was saying in that video I did recently where I was like, the worst may be over. Whatever, whatever I said, where storage is obviously still mooning and like, there's still a lot of problems. And if you talk to, if you talk to manufacturers who build at scale, RAM is still really, really bad, even though retail has, has eased off a little bit. 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 seem to be waking up.
- [73:05]
Luke
Yeah.
- [73:06]
Linus
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.
- [73:15]
Luke
Yeah, I think it's. I think it's interesting timing because the like, gap between a lot of these models turning into usage base and the prevalence of local AI systems, including PewDiePie's project and a variety of other projects as well, making it a lot easier for users to get into local hosting and hearing about a lot of Companies switching to local hosting and stuff is like, I honestly, I think they chose a terrible time. I think they actually should have done this like six months ago because I think it's, it's dramatically, not a little bit dramatically easier to run local now than it was roughly six months ago. So now if you're looking at your bills on these usage models and you're like, oh my God, this is going to hemorrhage us, a very legitimate solution is to switch to local models.
- [74:10]
Linus
The last metered bill they might ever send you might be for the guide that you ask your cloud AI for to learn how to run local AI and local agents.
- [74:25]
Luke
And that's pretty funny. Yeah. And it's, it's like, 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.
- [74:45]
Linus
I don't, I just do. If like my alarm would set at the right time, honestly, 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 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.
- [75:20]
Luke
Yep.
- [75:20]
Linus
And you know, it's funny, I, I, I, I feel sorry. I'm, I've, I'm totally going off topic. There was, there was significant backlash on our video on RTX Spark where I,
- [75:34]
Luke
I said a lot of people didn't watch it.
- [75:35]
Linus
Oh, well, yeah, 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 I saw a lot of sentiment around like, you know, big I got to Linus, you know, blah, blah, blah, you'll own nothing, you'll be happy. I'm like, bro, that's exactly the opposite.
- [76:08]
Luke
Yeah.
- [76:08]
Linus
Of what it is. Local AI, like whether you like being able to run a large model on something like a Strix Halo on something like, like a, like 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 up until now has been that it's just like, it's, it's inconvenient it's, that's what the cloud is is. The cloud is convenient. It's always there. 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.
- [76:58]
Luke
You talk to it on Discord.
- [77:00]
Linus
Yeah, whatever. I ultimately like architect for myself. What's exciting to me about it now is that I'm not telling my innermost secrets to Sam Altman. I don't want to. And it's been, it's been as like, as much as the, the chatgpt WAN show where we've like tried it live as much as that was one of the most exciting moments that I can remember in, in tech. Right. My temptation to actually use it has been super low because I'm not, I don't enjoy that. And like we've seen this movie before, the pay per use model was always coming and I didn't want to get hooked on it.
- [77:42]
Luke
Yeah. And there, there are, there are applications and people and companies and whatnot where it will, it will make sense to keep doing with those. And as apparently Theo is pointing out, the efficiency is increasing with those. And I mean we're literally talking. The core of this topic is about talking, talking about how Vera Rubin is going to be significantly more efficient, which should theoretically bring costs down. But all of that to me as someone who enjoys the hardware side of things, doesn't even really matter. If I can run really powerful models at home, that's cool. I want to do that.
- [78:15]
Linus
And besides adding to Luke's point, everything that is in the data center today will be in your computer at some point.
- [78:26]
Luke
And theoretically frontier models will keep progressing. But like a lot of the. There are really. It might also turn into a mixed model situation where like if you look at again Odysseus Pewdiepie's project, you can decide to run local models or you can plug in an API and you might run into a situation where you have some, you know, pay by usage plan, but you just don't use it for, 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 for or the speed potentially if you need it out really quick, you could switch to that API, do the work and then switch back for your lower level tasks.
- [79:08]
Linus
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?
- [79:20]
Luke
Yeah, yeah, yeah.
- [79:20]
Linus
If you don't mind playing yesterday's game today.
- [79:24]
Luke
And that might not be viable for you, and that's okay.
- [79:27]
Linus
And that's okay too. But if you are, which I think I am, I think I'm, I'm happy playing yesterday's model today. If I can do it on my local hardware, then I find this really exciting.
- [79:40]
Luke
Oh yeah, yeah, yeah. I think it's really exciting. I think I would end up doing mixed. There's things that I could use even just on like an experiment standpoint. Being able to every once in a while slam a question at like the best possible model out there is really interesting. But if I can for a lot of the. Like, what do you think the sentiment analysis of this message is? I don't know. I've been able to do that since JPT3. Just fine. Like it's okay.
- [80:09]
Linus
Okay.
- [80:09]
Dan
So.
- [80:10]
Linus
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 $7,800,000 with about 2 million of that going to memory. That is, is crazy. That puts each Rubin GPU at about $55,000. So 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 1/2 mil to 3.9 mil. Memory is going from around 4, 350, 400,000 to 2 million. And then there's CPUs are steady networking. Other networking chips are going up. Dude, networking's getting crazy. The, the GV301U but I was checking out had water cooled networking in it because of course it did. Sure.
- [81:24]
Luke
I was at a, a booth for a brand that highly specializes in cooling in particular, and they were talking about their network and memory cooling, which I thought was kind of interesting. I haven't heard people really talk about memory cooling in a, in a while, but yeah, buddy, they had like cold plates that went directly to your modules.
- [81:42]
Linus
Oh yeah.
- [81:42]
Luke
Okay. All right.
- [81:43]
Linus
Oh yeah.
- [81:43]
Luke
There we go.
- [81:46]
Linus
All right. We should probably get the sponsor spots out of the way because we don't have a ton of time left in the show. So. The show is brought to you by Vessi. Dan. Are you, are you Ready? Is this working? Oh, he's so ready. Does the sight and feeling of a wet sock make you nervous, anxious or altogether displeased? Well, you already know that our sponsor Vessi has your back or, well, your feet. Vessi for years now has been the go to rainy day shoe thanks to their claim that their shoes are 100% waterproof. That includes their weekend sneaker, which isn't just great for a rainy fall day, but perfect for a day at the beach or a walk in the woods. They really do a great job actually of being all weather wearable. They're lightweight, breathable, comfortable and thanks to their diamond text material, that same material that's responsible for keeping your socks dry, they're just plain the easiest thing to reach for in the morning. I think is the best thing that I can say about my Vessi's is I don't have to think at all. I just put them on and don't think and they're fine. Every pair comes with free shipping and is covered with a 30 day hassle, free returns policy and a one year warranty. So don't change your plans for the weather anymore. Your Vessis will handle rain, rough ground, everything. Get 15% off your vestis@vessi.com Wancho the show is also brought to you by Squarespace. While it's still a great place to show off videos of dancing animated hamsters, the Internet and websites have come a long way since those early days. And our sponsor, Squarespace knows that a website is an essential part of running any type of business. Now they make it easy to build a website, whether you want to pick from one of many different templates or create something more custom with their design AI tool. And Squarespace will even help your business reach the right demographics with their SEO tools so your page doesn't get lost in the proverbial sauce. You can have features of your website designed for special members of your community, allowing you to monetize things like courses, log entries and more. And again, you know, back to just sort of my personal best experiences with it. The greatest thing about Squarespace is just how easy it is is to use and maintain. We don't think about our Squarespace website unless we need to change something on it and then when we do, it's super easy. And as a, as a business owner, I don't think there's any more positive thing that I can say about anything.
- [84:24]
Luke
There's yeah, that that decision was made such a long time ago and I remember being like pretty confident in like Yeah, I don't want to worry about this, like, ever. And I'm so happy we won that route.
- [84:35]
Linus
So start building your website today and get 10% off your first purchase by visiting squarespace.com when. Dan, let's just jump through 3 and 4 as well. Is that okay?
- [84:45]
Dan
I was going to suggest that, yeah.
- [84:48]
Linus
The show is also brought to you by MSI. Their new X36 monitor has a 34 inch 3440 x 1440 display. It is a stunning QD OLED panel using the latest 5th gen QDOLED with a new RGB stripe sub pixel design for sharper text. And it's, it's one of those things that with the early QD OLEDs, it's not like I was like, this is a deal breaker. Like I could, I could rationalize that. It's, it's, you know, it's worth it because, man, they're gorgeous. Qdolid is amazing. Amazing. But it's also nice to have clearer text back. They really do look better.
- [85:26]
Luke
Yeah.
- [85:26]
Linus
Also, their dark armor film allows for deeper blacks and better scratch resistance on the surface of the screen. Those were a couple of other Achilles heels on the earlier QD OLEDs. And because it's got five layers working in tandem, it gives your movies, games and everything better light efficiency and greater brightness. You can also customize the HDR curve on this monitor for a smooth, smoother HDR experience. Each monitor comes with a three year warranty for Burn in as well as MSI's OLED Care 3.0, which helps reduce the chances of images getting stuck. So grab your MPG 341CQR QDOLED x36 monitor using our link down below. Finally, Zapier is a no code automation platform that connects the different web apps that you, you or your business may use and allows them to talk to each other and automate repetitive tasks. With Zapier's Orchestration platform, you can step away from the minutia of your job and focus on things that are more deserving of your energy. So you can have it connect the tools you use to any of the major AI models. You can use ChatGPT or Claude to create things like customer chatbots or autonomous agents. And you can have IT work alongside thousands of apps to automate the more menial aspects of your job, like Dropbox, Office, Twitch, Airtable teams and more. Whether you're more tech savvy or if you have limited experience with AI workflows, Zapier is meant to be easy to learn, teams around the world have already used Zapier to automate over 300 million tasks. If there's something you want automated, like building a plan while you're out of office, there's a good chance that Zapier has a template already available. So go to zapier.com plan to join millions of businesses transforming how they work with Zapier and AI today. All right. Oh, I'm getting the look. Float plane announcement.
- [87:23]
Luke
That makes sense. What?
- [87:29]
Dan
Sammy, do your announcement.
- [87:32]
Luke
What?
- [87:32]
Linus
Yeah, Sammy, why don't you do the announcement? You always make us do the announcement. What if we're lazy?
- [87:36]
Dan
Yeah, it's a team sport.
- [87:37]
Luke
Yeah, do it.
- [87:38]
Linus
I know, I know. The audio quality would be terrible if he yells it from there. That's not. That's not worth it, 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, Computex 2026 has wrapped, and Luke and I were there. Thanks, Sammy. Good talking points. 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. A little bit of it up and skim around in it? Sorry, I 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.
- [88:18]
Dan
Yes.
- [88:20]
Luke
Technically it does.
- [88:21]
Linus
Holy bananas.
- [88:22]
Luke
Okay, I don't know if we've checked.
- [88:24]
Dan
Check your screen first.
- [88:26]
Linus
Okay, we're gonna. We're gonna do it. We're gonna try it.
- [88:29]
Dan
Let me see if it works.
- [88:30]
Linus
It's gonna be crazy. No, we're gonna do.
- [88:33]
Dan
Might come up as a separate.
- [88:34]
Linus
We're gonna do it live.
- [88:35]
Dan
Okay.
- [88:36]
Linus
Okay, here it goes. Ready?
- [88:37]
Dan
Yeah.
- [88:37]
Luke
Boom.
- [88:37]
Linus
Oh, it's a. Did it work?
- [88:38]
Dan
It's a separate thing. Give me one sec.
- [88:41]
Linus
Amazing.
- [88:41]
Dan
I can work with this.
- [88:43]
Linus
He can work with this.
- [88:44]
Dan
Folks, this is actually awesome because we can have. It's just an entire other person now.
- [88:51]
Linus
Oh, really?
- [88:52]
Dan
Yeah. One sec, one sec.
- [88:54]
Linus
Then if I switch away from that tab, can you still see it?
- [88:57]
Dan
Yes. I can turn it on and off, but I need one second to create.
- [89:03]
Linus
This software is magic.
- [89:05]
Dan
Isn't it awesome?
- [89:05]
Linus
Dan can adjust. He can adjust the focus of my webcam. I can have a non focus tab as a source. He can put it into the foreground or remove it or whatever. This is insane. What's it called again?
- [89:21]
Dan
It's called Video Ninja. Vdo.
- [89:23]
Linus
Video Ninja.
- [89:24]
Dan
Vdo. Ninja.
- [89:26]
Linus
Never use it. It's dangerous. Anything this powerful must be dangerous. Luke. Seriously, though, Video Ninja is super cool.
- [89:35]
Dan
I love it. Okay, so I can throw that up now?
- [89:38]
Linus
Boop. All right, cool. So I had my entire Tuesday recorded, starting my day with soup dumplings that were delivered by my wife, hung out with Alex and Andy at the Dell booth, and ended the day with badminton. So you guys can accompany me for an entire. 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's a lot of insight into kind of how the. The sausage is made in this video. It's definitely worth a watch.
- [90:24]
Luke
Yeah. 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.
- [90:31]
Linus
Yep, very much so. And Luke did one of his iconic show floor walks with Sammy, getting a ton of free food, homemade cookies, Red Bull.
- [90:44]
Luke
Do you know about that bit?
- [90:46]
Linus
No.
- [90:46]
Luke
When Sammy and I do show floor walks, I try to acquire as many snacks for Sammy as I can. So, like, part of. Okay. So we started doing these show floor walks at CES when, like, pool cleaning robots were, like, the main thing.
- [90:58]
Linus
Yeah.
- [90:59]
Luke
And it was just so boring. But we had to do a show floor walk.
- [91:02]
Linus
Yeah.
- [91:02]
Luke
So to like, make the content more fun, I made it about, like, how can I acquire Sammy as many snacks as possible as, like, this subplot? And then it just has become a thing that we do every time. And I. I think we might have set the record this time. It was, like, actually amazing. A can of Red. If we look at total dollar value acquired in snacks, a can of Red Bull is, like, really high up there. And we got one.
- [91:27]
Linus
Huh.
- [91:27]
Luke
So that was, like. That was pretty good.
- [91:29]
Linus
All right. Rock on. I actually, this is a sample size of 1, but I heard it was a good year for just, like, prizing and giveaways. I played badminton with someone yesterday who won a 32 gig kit of RAM and someone he knows won a 5080.
- [91:44]
Luke
Whoa.
- [91:45]
Linus
So, like, okay. Yeah. I don't know. I don't know what it was about this Computex.
- [91:49]
Luke
Yeah, we didn't really engage in that.
- [91:50]
Linus
Like, there was nothing going on, and yet everyone was.
- [91:53]
Luke
A lot of money.
- [91:54]
Dan
Yeah.
- [91:55]
Luke
Yeah. Not a lot happening, but a lot of money floating around.
- [91:58]
Linus
We still have one more Computex float plane. Exclusive. It, in fact, I guess there's a solid chance that that's what Sammy's working on right now. Nice. Sorry. This is not a great tripod situation.
- [92:21]
Luke
Not really designed for what it's being used for, but it works.
- [92:24]
Linus
But it's from my. It's from my South Korea mall trip.
- [92:27]
Dan
Oh.
- [92:28]
Linus
So this is now part of my. This is now part of my kit. It works if it fits and sits. So if you want to visit Computex and filter through all the AI nonsense, you can check out lmg, gg, fpwan, and our discussion question. Oh, right. Yeah. Oh, right. Okay. Our discussion question is, what were some of the coolest things you saw at Computex?
- [92:51]
Luke
I think I already kind of put. I said one of them, which was. I really like the wooting dials. I think that's a really cool thing that I haven't seen with keyboards before. And being able to place them wherever you want. I. I think it's just awesome.
- [93:05]
Linus
I've seen dials. Haven't seen them like that.
- [93:08]
Luke
Yeah. Modular dial.
- [93:09]
Linus
Being able to put them wherever you want.
- [93:10]
Luke
That's cool.
- [93:11]
Linus
That's pretty cool.
- [93:11]
Luke
And I could. I could really see, like, again, video editor, CAD designer, something like that, swapping basically all their F keys for just a bunch of different dials.
- [93:20]
Linus
F those keys. Get rid of them.
- [93:22]
Luke
That being potentially helpful. The other one is, as Sammy suggested, the immersion cooled setup. Because of course it was. I did. I wasn't gonna bother actually making a video of it, but I thought their block design was really interesting. And it's a short on the LTT channel right now. And you can see in the thumbnail. If you just go to the thumbnail and then potentially share your screen.
- [93:46]
Linus
I'm gonna share my screen so hard because I have that power. I'm so excited. Dude, this is so cool.
- [93:52]
Luke
It's an immersion cooled system, so you wouldn't normally expect to see what looks like water cooling blocks on it. But then you might also notice that this only has one tube. Those are. That's the GPU vertically mounted in front of the motherboard. So it only has one tube. So what's really happening? You can see those like. Like you're seeing the open fins on the end. So it delivers the theoretically coldest oil directly to the component. And then the oil, like, squishes out of the water block.
- [94:23]
Linus
Yeah.
- [94:24]
Luke
Into the rest of the system. Floats around, gets pulled out.
- [94:27]
Dan
Yeah.
- [94:27]
Luke
So there's one out and two ends. And the ends go directly to cpu and gpu.
- [94:33]
Linus
Wait, one out.
- [94:35]
Luke
There's like a pump going out to the radiator.
- [94:37]
Linus
Oh, two in. Oh, okay. Okay.
- [94:39]
Luke
I might be using the bad.
- [94:40]
Linus
Okay, so you've got two supplies and one return.
- [94:43]
Luke
Yes, yes.
- [94:43]
Linus
Okay.
- [94:44]
Luke
Yeah, yeah. Sorry if I. What happens if you submerge?
- [94:48]
Linus
He's yelling at me. This ionic. I never use the shorts interface.
- [94:57]
Luke
Watching Linus run into shorts was very funny.
- [95:02]
Dan
Why is Luke so bad?
- [95:06]
Linus
Okay, get rid of it. Get rid of it.
- [95:09]
Luke
Oh, man. Hey there.
- [95:13]
Linus
Jeez, I'm not made for this. Luke,
- [95:20]
Luke
that was great. But yeah, it was cool. I, I, maybe it's been done before. I haven't personally seen it before, so seeing it in person was pretty cool.
- [95:26]
Linus
All right.
- [95:27]
Luke
It costs way too much.
- [95:29]
Linus
Of course it does.
- [95:30]
Luke
Makes no sense.
- [95:30]
Linus
But not for you. Not for me, maybe, but it does make dollars.
- [95:35]
Luke
They were, they did say, like, quite plainly that this was not a product for like, your gaming PC at home. Yeah, it is in like a PC form factor, but they were talking like Edge compute, blah, blah, blah, blah, stuff like that.
- [95:48]
Linus
It really is time for us to, to do another submersion cooled Luke PC, isn't it? Like, are we ready now?
- [95:56]
Luke
That'd be cool.
- [95:56]
Linus
Like, is, are there any, like, mineral oil air concerns anymore now that you're
- [96:02]
Luke
not as much computers in a different room now? All right, so it might be time we could do something.
- [96:08]
Linus
I think we got to do it. I think we got to do it. I think, yeah. Didn't we even, like, find a case that we wanted to use?
- [96:16]
Luke
Did we?
- [96:17]
Linus
I thought so, yeah, because I thought we like. Oh, man, you know what? No, no, because you know how you. Oh, this is hilarious. You wanted to do a nas, and then I held it hostage, saying, I only ever agreed to pay for your gaming PC. I'll build you a nas, but it has to be mineral oil cooled and you have to actually use it. Is this ringing a bell now? And then you were like, no, I can't. I'll just build my own nas because I'm concerned about the mineral oil. And I was like, okay, suit yourself. And then you were like, I'm gonna build a nas. Oh, wait, dram. I don't want to. They always come crawling back. They come crawling back from my dram.
- [97:01]
Luke
You're gonna. Because it would be submerged. You're gonna build me a flash based nas.
- [97:06]
Linus
I don't know if it'll be flash based.
- [97:08]
Luke
You're going to do a. Why, why are we submersion cooling a hard drive nas?
- [97:13]
Linus
Well, we want submersion Cool. A hard drive. Oh, I guess we could. Helium hard drives are sealed now.
- [97:18]
Luke
Oh, really?
- [97:19]
Linus
Yeah, we totally could. What the f. Yeah, yeah, yeah. Pancratz is in the chat. It goes. Yeah, Aren't hard drives sealed now? Yeah, yeah. The new high capacity hard drives are sealed now. What?
- [97:31]
Luke
Okay, I've been out of that game.
- [97:33]
Linus
That was a while back.
- [97:34]
Luke
That's kind of interesting, actually. Yeah, I don't know of any submerged hard drives yet. That makes it more interesting.
- [97:43]
Linus
The most submerged hard drive so far. Oh, dude. Dude. Yeah. So submersion nas.
- [97:53]
Luke
I knew there was, like, helium drives, but I didn't realize they were submerged, sealed.
- [97:57]
Linus
Yeah, yeah, they have to be because. And they have.
- [97:59]
Luke
No, that makes sense. I just didn't put together because helium's
- [98:03]
Linus
a super, super small molecule.
- [98:05]
Luke
Yeah, yeah, yeah. So they try to escape. They'd have to.
- [98:07]
Linus
Yeah, they, like, need, like, I remember them explaining to it to me back in the day, like, they needed, like, even like thicker. Like a thicker chassis or something because helium will just, like, escape from things.
- [98:20]
Luke
Interesting.
- [98:20]
Linus
Yeah. Small aq. Nice. Xfin in floatplane chat.
- [98:27]
Luke
Yeah. People are already memeing the. Like, I'll show you a submerged hard drive. Get it, get it. No.
- [98:34]
Linus
Nice. Solid.
- [98:37]
Luke
It would be.
- [98:38]
Linus
It would be solid, but not solid state.
- [98:43]
Luke
Yeah.
- [98:44]
Dan
If your hard drive's solid for more than four hours.
- [98:52]
Linus
All right. Hey, we've got an update on the boink pentathlon. Speaking of solid hard drives, it is now complete. In this event, LTT competed against 20 other teams by using computing power to support scientific research and progress. This year, we won silver overall, thanks to our 93 participants. Across all projects, LTT earned over 845 million points. And I just want to do a special thanks to Pankratz from our. Pankratz. You're in chat right now. Okay, first of all, aren't you supposed to be at work? What are time zones? What's he doing in chat?
- [99:39]
Luke
I think it might be.
- [99:41]
Linus
And second of all, second of all, why are you. Oh, it's okay. It's late. And second of all, why are you personally donating to this project that the company can donate prizes to the project?
- [99:53]
Luke
I think we did.
- [99:53]
Linus
We did.
- [99:54]
Luke
Yeah.
- [99:55]
Linus
Pankratz, you don't have to donate stuff. You are you. I've done it for years. He says. Okay, well, thank you.
- [100:01]
Luke
It's pretty cool.
- [100:02]
Linus
Special thanks to Pankratz, Dogwitch sequence 211 and some anonymous forum members for donating a total of 27 prizes for the event. Additionally, 10 participants will be walking away with a $100 LTT store gift card. This is, it's just a really cool just forum community initiative that we're, we're happy to continue to support. Maybe next year we'll, we'll take home the gold.
- [100:28]
Luke
I, I knew it was coming. I looked at the overall ranks. There's Lead Eater sitting at like 40% almost.
- [100:34]
Linus
Well, yeah, massive thanks to everyone who participated and to SETI Germany for hosting the competition. The final rankings and event summary can be found in the final blog which is over Atlantis Tech tips.com blogs. There's not a lot of posts so it shouldn't take you long to find it. Lead Eater Absolute Chad. All right, what else we got? Oh, we can collapse that one. Anthropics going public.
- [101:04]
Luke
Sure, everybody's going public.
- [101:06]
Linus
Well, you know, I actually find this to be a very interesting time and I know that that's sort of like a, like a, like a witch doctor curse. May you live in interesting times. But this is an interesting. As someone who is not, you know, very invested literally in the stock market, I am quite invested in the story, yes, of the stock market right now and I am finding it very interesting between SpaceX, OpenAI, Anthropic, all the money that is just chasing space and AI right now, what these like mega IPOs are going to do to the financial markets is very interesting to me.
- [101:52]
Luke
Since we talked about that everything is red topic or earlier in the show I did think that some of the people saying, oh, it's just being redistributed and we couldn't find where it was redistributed to. It could be these upcoming IPOs. I had that thought while we were
- [102:06]
Linus
talking about consolidating cash.
- [102:07]
Luke
So it could be preparing for things like this, the SpaceX, IPO, etc. They might need, like you just said, cash on hand at the moment.
- [102:14]
Linus
So Anthropic, the company behind Cloud, as I like to call it, has confidentially filed what? It sounds classy.
- [102:20]
Luke
I like it.
- [102:21]
Linus
Has confidentially filed a draft S1 with the SEC for a proposed IPO. The filing comes less than a week after a 65 billion Series H round pushed the company's valuation to $965 billion, surpassing OpenAI's $852 billion.
- [102:40]
Luke
Crazy.
- [102:41]
Linus
No share count or pricing has been set, and the company says the offering depends on market conditions. Revenue run rate reportedly hit around 47 billion annualized as of May 2026, up from roughly 10 billion a year earlier. Anthropic does seem to Be the one that is.
- [102:58]
Luke
They do actually, actually
- [103:02]
Linus
making this business model maybe kind of make financial sense. Maybe this kicks off what Wedbush analysts are calling the floodgates for the IPO market. SpaceX is targeting a June 12 listing at up to a $2 trillion valuation. OpenAI is preparing its own confidential filing. And all three are racing to go public in what could be one of the most consequential IPO cycles since the dot com era. Yeah, what a thing to compare to. Nasdaq changed its index rules effective May 1, cutting the waiting period for the NASDAQ 100 from three months to just 15 trading days for mega cap IPOs. FTSE. Russell cut theirs to five days. Goldman Sachs estimates the NASDAQ change alone could trigger up to 60 billion in forced buying. Okay, so that's, that's a whole thing. And that makes me deeply uncomfortable for anyone who, who's like retirement, like their 401k is just sort of buying these index funds because as soon as like a new mega cap stock is included, you like have to buy it and then you know, every contribution you make, like forced buys these things. Like if you were ever wondering how it is that Tesla's car sales can go down and they can fall way behind in robotics, which is apparently the future of their company. And like the stock doesn't just plummet. It's because once you're in these index funds, people are just, it's just auto buying and yeah, $60 billion in forced buying, that's, that's a terrifying amount of money if, if this does dot com.
- [104:47]
Luke
Yeah, there is, there is. This is a side tangent thing, but I want to say it before I forget. Max O Drive brought it up. I saw this news this morning. Did you see Google is. Is going to pay SpaceX $920 million a month for compute? Apparently that went through very recently. This whole thing is just, just the money floating around is insane. We've talked about the, like the money cycle going between these companies before. Now it's going into like renting entire data centers off each other. Like it's still going. They're finding. What did Sam Altman call it, Innovative financial solutions or something. I, I said that there, but it sounds like he said something along the lines of like OpenAI needs to focus more on financial innovation instead of just tech innovation. This was, this was like a while ago. Yeah, it's.
- [105:41]
Linus
Yeah. Bolster makes. Bolster points out that, you know, if these get into the S P, it would be very dangerous for the government to let These things fail because that would wipe out pensions everywhere.
- [105:56]
Luke
What if the S and P wasn't 50k, dude?
- [105:58]
Linus
Which at a time of. At a time where in general western populations are aging, wiping out pensions would put even further burden on the smaller. This shaped younger generation to support them like as much as it's, I think, easy for Gen Z's and millennials and even some Gen X's to kind of look at the boomers and go, hey, that just like bull run. That was your entire life. And all that net worth that you accumulated, mostly passively, you know, fu. And I hope it all collapses. That wouldn't necessarily be good because I think in general it's better for that wealth to be preserved so that it can be transferred rather than for it to be completely just wiped off the face of the earth right now. But don't, don't listen to me. I'm not an economist.
- [107:04]
Luke
That's a good point, Dan. Dan in chat said, this is why I keep telling people to stop being poor. I don't know why no one listens to me. What I should be in charge.
- [107:13]
Linus
Economy.
- [107:14]
Dan
It just makes so much.
- [107:15]
Linus
You did say that.
- [107:16]
Luke
That is it.
- [107:16]
Linus
Yeah, that is it.
- [107:17]
Luke
That is an interesting point.
- [107:19]
Dan
No, no one listens to me. And very irritated. They literally sell bootstraps. Oh wait, they don't have any money to buy. Okay, maybe I haven't thought this through. What's next?
- [107:34]
Luke
This is a off current topic thing. That might be a good come up there.
- [107:38]
Linus
Yeah, I thought you. Oh no, this is the one that I thought you were gonna pick for the before show. This is so cool.
- [107:44]
Luke
This is very interesting. I was reading it before the show a little bit, but I didn't finish. Physicists just achieved perfect randomness for the first time, which made me do a. Huh. When I first read that. Researchers at ETH Zurich have demonstrated a method for generating certifiably perfect random numbers. A long standing challenge in cybersecurity including, if you wanna look into a really fun article, Cloudflare's lava lamps being like some of the solutions that they have for trying to. Trying to generate random numbers. Generating numbers that seem random is pretty easy and there's a lot of different solutions for it. The hard part is proving that there's no hidden bias. Quietly steering the output like, I don't know, the ambient temperature of the room that the lava lamps are in. Yeah, but not, not, not from formulas, but from the physical imperfections and systemic errors in the hardware. Even previous quantum random number generators, like ones based on photons hitting beam splitters carry these slight biases, which is what makes the results the the result of perfect randomness quite notable. The Eth Zurich team took two quantum bits or qubits, cooled them to near absolute zero and placed them 30 meters apart. The the things we do for random
- [109:03]
Linus
numbers
- [109:05]
Luke
and then linked them through a cooled tube using microwave photons to create quantum entanglement. The distance is deliberate. It's far enough that the cubits can't secretly share information during a measurement, even at the speed of light. Apparently the the clever part is what the team calls randomness amplification.
- [109:25]
Linus
They del what a great name for a band.
- [109:29]
Luke
So a noise band called randomness amplification. They deliberately started with imperfect biased random numbers and used them to decide how to measure the qubits, then fed those measured results through an algorithm that turns the flawed input into output. They can certify as perfectly random. Something that's known to be physically impossible to achieve using normal everyday physics. It only works because of quantum mechanics. The other big deal is that the certification comes from the quantum behavior. They actually observed a device independent approach. Rather than trusting the hardware long term. The researchers pitch it as an atomic clock for randomness, A technically certified source that other systems can rely on to be checked against. Which is actually really interesting.
- [110:22]
Linus
Yeah, right.
- [110:23]
Luke
This whole thing is wild because one of the like fun taglines for the nerds which I have pulled out many a time is that nothing is truly random. Like you can't. You can't make truly random on a computer. And then people go like, okay, dude, yeah, but we're just trying to pick like 1 out of 10 to pick a place to go for dinner. And then it's like, okay, sure, but. But it is. It has been true.
- [110:47]
Linus
It's been a real problem.
- [110:47]
Luke
Yes, I have to say has been.
- [110:49]
Linus
No, for cryptographic applications, it's been a legitimate actual problem.
- [110:55]
Luke
Potentially user. Sorry. Yeah. Potentially security vulnerabilities. If people can figure out what the bias is and then find some way to plan for it, which is not always easy, but sometimes it is. So.
- [111:08]
Linus
Yeah, I just thought this was so cool and the lengths that they went to.
- [111:14]
Luke
Amazing. This sounds awesome.
- [111:17]
Linus
30 meters. Yes. We need to. 30 meters away. Okay.
- [111:20]
Luke
They still can't communicate at light speed.
- [111:23]
Linus
Got him.
- [111:24]
Luke
This was awesome. Very cool.
- [111:27]
Linus
ProtonMail is letting folks send emails from their Gmail address, which I didn't originally
- [111:32]
Luke
get, but sounds actually really cool.
- [111:34]
Linus
ProtonMail can now connect directly to Gmail, letting you send and receive Gmail messages from Proton while keeping your existing Gmail address. And that sounds like it defeats the purpose of using ProtonMail. Yeah, at first. But wait, it's designed to make switching away from Gmail less painful. So what Proton can do is limit how much Google can learn from your email activity. If your contacts also use Proton, your emails can be end to end, encrypted, preventing Google from getting into your suite. So. And the feature improves privacy and inbox consolidation. Even if Google still has access to email sent to your Gmail account, this is more of a bridge than a complete replacement for Gmail. But what it can do is it can slowly but surely allow you to transition away.
- [112:30]
Luke
Or if you do just basically want to stay for most everyday things, but then have some very secured communication that you could route through, could also do that.
- [112:44]
Linus
Oh, our, our, our discussion question is, can you explain why email alternatives like Proton are so important? The. The topic preparer says, I use Gmail. I always think about switching it up. What's a Gmail alternative like Proton's pitch, and what is the appeal? I mean, the appeal is encryption, the fact that you pay for the product, so you are not the product. They're not reading your emails, they're not using it to serve you targeted ads, they're not selling a profile about you to advertisers. It's just email.
- [113:19]
Luke
I think it's like, I think there's a lot of push these days for locally hosted services, data privacy, stuff like that. And I don't think it's because suddenly a massive part of the population is, like, doing bad things that they need to hide from people. I think it's just things were already ridiculous. And in the age of chatbots, things are getting even more ridiculous in terms of grabbing your data and using it for potentially very negative things for you. And it's just like, I don't know if I have a bunch of stuff in my backpack. I don't want to have my backpack just searched by any random person on the street. Maybe just screw off. It's my backpack. It's not because I'm, like, hiding illicit substances or weapons or something in my backpack.
- [114:11]
Linus
Yeah, you're not Luigi, who might not have had a weapon in there.
- [114:16]
Luke
I don't think he did.
- [114:17]
Linus
We don't know where that weapon came from.
- [114:19]
Luke
Nowhere didn't even exist. But it's. It just, Yeah, I don't know. Just screw off. It's my stuff. So having the ability to just keep prying eyes away from your own things is, is. Is good. I think the. A lot of these cloud Companies know too much about us and it's. That's been true for a very long time. But I think the tools to make that not as true still going to be pretty true. But make, make that not as true are much more approachable and starting to actually become kind of fun and interesting. It can still be pain to self host things but there are a lot more guides out there. You can use public OEMs to help you learn how to set up local ones or other forms of local hosting. And yeah the tools are better hexos from
- [115:15]
Linus
investment disclosure for me, for him
- [115:18]
Luke
and just I mean like PewDiePie's thing, it helps you set it up right. So like there's, with the, the cookbook portion of the tool there's, there's just a lot more resources and it's a lot more approachable than it's ever been. So people are finally kind of taking the leap.
- [115:35]
Linus
Yeah. Another leap is the leap that Wildcat Lake made in laptop affordability. Across the PC industry, manufacturers are using Intel's new low power Wildcat Lake CPUs to build affordable yet seemingly premium laptops. We're talking thin designs, long battery life, metal construction, high refresh rate displays, and even performance that comfortably handles everyday workloads. What makes the trend notable is that these machines are no longer just competing on stage spec as we've normally seen at the low end of the Windows laptop range. The emphasis is instead on delivering a polished experience at mainstream prices, with some of the aforementioned features appearing in laptops that would have been considered budget priced devices just a few years ago. Dell's new XPS 13 is one of the most prominent Wildcat Lake laptops announced so far. Pairing Intel's new chip with a CNC aluminum chassis, a 13.4-inch 2.5K up to 120Hz, variable refresh rate, touchscreen and a weight of less than one kilogram. And the pricing starts at $699 US or $599 for students. Dude, did you touch it?
- [116:59]
Luke
No.
- [117:00]
Linus
Did you touch my Wildcat?
- [117:01]
Luke
I did not touch your Wildcat.
- [117:04]
Linus
It's pretty sick. It only has two type Cs. Unfortunately to get it like as thin and slick as it is, the Asus has a little bit more reasonable IO but they haven't announced pricing. But dude, the Dell it feels like
- [117:18]
Luke
heard a lot of people were really into Dell this show.
- [117:22]
Linus
It feels like it should start at like 1299.
- [117:25]
Luke
It's really interesting with the Neo sparking these like super premium cheap laptops.
- [117:31]
Linus
So Dell Insisted.
- [117:33]
Luke
Must have been already coming.
- [117:34]
Linus
Dell insisted. They were like, we telegraphed this move before, like way before that. We were gonna do a like very aggressively priced entry level into, you know, whatever, whatever, whatever. But I'm looking at it going like right, but like did you say that? Because, you know, the scuttlebutt in the industry was that Apple was gonna be pricing the NEO so aggressively.
- [117:56]
Luke
Like I was gonna say, it's probably because they got tipped off relatively early. You learn after being in this industry for a while, there's a lot of people that just kind of float between companies. I guarantee you there's people at Dell that used to work at Apple and vice versa.
- [118:11]
Linus
So, you know, whatever Dell might claim, it really does seem like the XPS 13 is directly targeting the NEO on price.
- [118:21]
Luke
It's also interesting because apparently I think I read this this morning as well, but Apple is like massively ramping production of the neo.
- [118:29]
Linus
Apparently they doubled it.
- [118:30]
Luke
Yeah.
- [118:31]
Linus
Which like that's crazy dude. I, look, I'm, I'm not, I'm not an analyst or whatever, but I could have told them that that thing was gonna just fly off the shelves. So they, they just, they nailed it. They completely redefined what people expect from an entry level laptop. And I'm so glad I. It's always frustrating for me to see how quickly the PC industry could have done something awesome or how quickly Android phone makers could have done something awesome.
- [119:00]
Luke
Always stuck following, which is so frustrating.
- [119:03]
Linus
But, but fine, whatever. If we just have to let Apple take the lead and then eventually thanks to Apple, we get better stuff. I've said this many times, thank you Apple. Yeah, not because necessarily I use all your products. I really like some of your products. I'm a big fan of the AirPods Pro line, you know. Oh yeah, yeah. AirPods, AirPods Enjoyers, both of us. But all the other stuff that I don't care to use day to day I still appreciate because it makes everyone else do it a little bit better. Great job. And Wildcat Lake looks legitimately exciting. The performance isn't amazing, but multi threaded, it should be pretty close to the A18 Pro that's in the MacBook Neo, even though the 18 Pro does have a single threaded advantage. But also, you know, some of these PC makers, you know, might think to actually cool Panther Lake where, or excuse me, Wildcat Lake. Apple doesn't really see fit to do that. So I think there's going to be some, some kind of give and take on the performance side and the man, the devices feel good. Everything we touched felt good.
- [120:05]
Luke
I. I would have guessed that the NEO was gonna be really strong. I was really users. It went. I know a lot of people who have never used Max that got a Neo that. That was pretty crazy.
- [120:22]
Linus
It's a compelling package.
- [120:24]
Luke
Speaking of compelling package. Noctua shows off improved thermosyphon prototype. Noctua dedicated some booth space at Computex 2026 to show off their ongoing work on their passively circulated liquid cooling. The thermosyphon heatsink works by, I would say, fluid cooling.
- [120:43]
Linus
It's two phase.
- [120:45]
Luke
Yeah, okay. Yeah, yeah, fair enough.
- [120:47]
Linus
I like that.
- [120:47]
Luke
The thermophyte. The.
- [120:49]
Linus
Ooh.
- [120:50]
Luke
Thermo siphon heat sink. Works like xcs out there. Works by exposing fluid in a closed. Closed loop. Oh my goodness. Typos are going to mess me up right now. In a closed loop to a heat source, the cpu. In this case the heated.
- [121:08]
Linus
Do you want me to do this?
- [121:09]
Luke
Yeah.
- [121:11]
Linus
Knock To a dedicated some booth space at Computex to show off their ongoing work on passively circulated fluid cooling. Their thermosyphon works by exposing fluid in a closed loop to a heat source. In this case the cpu. The heated liquid becomes a gas entering a condenser. So that sits up and takes the role of like your traditional radiator in your water cooling, where it sheds the heat, reverting to a liquid naturally falling down, condensing, you might even say to the bottom of the loop. It's a simple principle, but it gets quite a bit trickier when it meets the real world. And many companies have tried to do this. We've shown off prototypes at Computex before. Noctua demoed their last prototype last year. Running, I believe it was a 9800 or 7800x3D or something like that. Running a game. And it was not throttling, but it was only running a game. This year they stepped it up. They were running a 9950x3D at a package power tracking of 230 watts. So they were running an OCCT load on it and they put it right next to a triple fan traditional pumped radiator system. And both of them were within about 2 to 3 degrees, depending on which way the breeze was kind of flowing within the booth.
- [122:34]
Dan
Yeah.
- [122:35]
Luke
That's awesome.
- [122:35]
Linus
Very impressive. Just really cool. A little over 80 degrees on both of them. No pump.
- [122:41]
Luke
Is it. Is it silent?
- [122:43]
Linus
Hard to tell on the show floor. That's fair because I have encountered other pumpless systems. There's that case that we did A video on a little while ago that was like the. The Kallios Streetcom collaboration case. And it makes a distinct, beautiful system. Yeah, it's. It's in my basement. Yeah. I could not take it apart. Incredibly, I couldn't allow it to happen.
- [123:05]
Luke
Yeah.
- [123:06]
Linus
Gorgeous, gorgeous system. But it has a distinct sound that I think has been best described as the sound of a toilet tank refilling from another room. Just kind of like a trickly boily.
- [123:21]
Luke
Yeah, exactly. Which is compared to a soft whirring of a fan or a very, very quiet pump that is going to sound very consistent. Might actually be worse.
- [123:33]
Linus
It doesn't matter in the context of where I have the system deployed. It's in the rec room, so it's mostly used for VR.
- [123:38]
Luke
Yeah, so whatever.
- [123:39]
Linus
So you have a VR headset on, so whatever.
- [123:42]
Luke
It looks so cool.
- [123:43]
Linus
But I haven't heard just how silent Noctua's is just yet.
- [123:48]
Luke
I also saw a two phase system. It was not like this at all. And they're was there. There was technically pumps involved, but it was an immersion cooled system where the boiling point was like 30 degrees Celsius.
- [124:01]
Linus
That's cool.
- [124:02]
Luke
So they had a. A pump and huge, massive triple rad. And each fan was like this big. And there was, I think it was four or five fans per. It's for a 4U server. It's not like this is not for
- [124:15]
Linus
your computer at home. I'll take two.
- [124:16]
Luke
Unless you have a 4U server at home, which our audience might. Yeah, exactly. I realized that.
- [124:24]
Linus
Yeah, Dan too.
- [124:26]
Luke
Yeah, I realized that while. While saying like not for your system at home. That both people I'm talking to right now take two.
- [124:34]
Linus
One.
- [124:35]
Luke
Oh yeah, Fair. Fair. Darn it. People try to bring it up. Okay, whatever.
- [124:39]
Linus
All right.
- [124:42]
Luke
But yeah, they had. So they were. They were water cooling with the pumpkin pipe that went through the main chamber that once it like evaporated, it would condense on the pipe and then come back down. So it was not at all for noise.
- [124:58]
Linus
Sick.
- [124:58]
Luke
It was just a method of cooling for them, which is interesting.
- [125:03]
Linus
Hey. After last week's explosion, Blue Origin has vowed to launch a new rocket sometime this year.
- [125:12]
Luke
New Glenn.
- [125:13]
Linus
Yep. New Glenn rocket there. Yeah. Their New Glenn rocket blew up during a prelaunch hot fire test, destroying the vehicle and damaging its only active launch pad. The blast was dramatic enough to trigger industry wide doubts that New Glenn could fly again before 2027. But despite that, Blue Origin CEO Dave Limp is projecting a surprisingly fast recovery. Key infrastructure, fuel tanks, water systems, some flight hardware. Survived. And Blue Origin said it expects to launch New Glenn again before the end of 2026, which, if they can pull it off, is good news for Artemis, good news for space, good news for just sort of in general, you know.
- [125:51]
Luke
I'm stoked to hear the vow. There is a lot of energy in, in space travel and rocketry right now, both literally and figuratively say. And I suspect that they will put a lot of effort behind this. Some of the damage is pretty intense. Yeah, but money can solve a lot of time.
- [126:13]
Linus
Yeah.
- [126:14]
Luke
So maybe they'll figure it out.
- [126:17]
Linus
I mean, I'm. When you have, when you have, you know, me money, you could wait six months for, you know, someone to look at a building permit. When you have Bezos money, they'll look at it now. So maybe, maybe they can get this done.
- [126:32]
Luke
Yeah, yeah. There's also, like, in this case, the government is like literally backing them, which I think helps that whole situation as well. Like there's, there's, there's some stuff behind it. Maybe, maybe they'll start cooking on this real quick. But as far as my understanding goes, it should take longer than this to fully understand all the damage. So we'll, we'll see how that goes. Hopefully it's, hopefully it's good.
- [126:56]
Linus
Gilmore D. And float Plane Chat says. Wait, wait, wait. The CEO of Blue Penis Rocket Company is named Mr. Limp. Did I hear that right?
- [127:06]
Luke
It's pretty funny. There's a discussion question said I've asked before, but when are we going to see Linus in space? Are explosions like this one holding you back from Take a Trip to the Stars? Did you know that the LTC screwdriver has been used to make satellites? Did you know that?
- [127:22]
Linus
No.
- [127:22]
Luke
Yeah, it totally has.
- [127:23]
Linus
Really?
- [127:24]
Luke
Oh, yeah.
- [127:24]
Linus
The LTC screwdriver has made a lot of stuff. We've sold over a quarter million screwdrivers. Yeah, they're out there. It's, it's actually pretty funny. Every time someone shows up on the forum or the LTT subreddit or realistically anywhere, like, dunking on the LTT screwdriver, blah, blah, blah, overpriced, blah, blah, blah, this or whatever, you know, this is not a real tool. It's a toy for, you know, geeks or whatever, people come crawling out of the woodwork being like, I am an aviation mechanic and here's my, like, battle where it's the best screwdriver I've ever run. You need to shut your damn mouth. Like, people, dude, people are passionate people.
- [128:03]
Luke
Really. Like tool driver.
- [128:05]
Linus
No, in general, though, about Tools.
- [128:07]
Luke
Oh, yeah.
- [128:07]
Linus
People are.
- [128:08]
Luke
Yeah.
- [128:08]
Linus
Like, people treat tools like a frickin religion.
- [128:11]
Luke
Yeah. If you thought Xbox and PlayStation was bad, just like walk into a group of people who really like Milwaukee with like, I don't know, the yellow team or something and see what happened.
- [128:21]
Linus
What did you say about Milwaukee? Did you see people using Milwaukee?
- [128:23]
Luke
It gets hot pretty fast.
- [128:25]
Linus
Yeah, no, it's. And so to have us in that same conversation.
- [128:29]
Luke
It's cool.
- [128:30]
Linus
Is it is actually really funny to me because it's not something that I ever really thought about. As we were. As we were working on tools. Sorry, what?
- [128:38]
Luke
Dan Good said actively using my LTT screwdriver to fix Google servers at a data center right now.
- [128:43]
Linus
Yep. MIU says LTD screwdriver has made four feral animal traps for the Australian government. Like, it's just it, dude. People, you can. You can talk about a man's appearance, you can talk about a man's penis size.
- [129:02]
Luke
You can.
- [129:02]
Linus
You can even talk about a man's wife and children. But if you talk about his tools, he's gonna throw hands.
- [129:10]
Luke
Maybe not the kids. Maybe. Maybe not the kids. The kids might be the one.
- [129:14]
Linus
No, it's the tools that. The tools are the children, dude. I've met people like that though. Really like their trucks and their tools. Like, it's.
- [129:23]
Luke
I was gonna say trucks is kind of up there.
- [129:25]
Linus
Red line.
- [129:25]
Luke
Yeah.
- [129:26]
Linus
Yeah, it's so funny.
- [129:30]
Luke
We should. We're rapidly running out of time. We're rapidly approaching a deconstruction event of the show. I'm trying to use Rocket. Rocket.
- [129:39]
Linus
A deconstruction event.
- [129:42]
Luke
Rapid deconstruction event.
- [129:43]
Linus
Okay, we do need to. We do need to do the LTT store call out. Dan, are you able to show the screen so that I can read at the same time as show the tab? Oh, wait, you know what?
- [129:56]
Dan
I'll just.
- [129:57]
Luke
No, I can read it.
- [129:59]
Linus
No, you can't.
- [130:01]
Luke
Okay, I can share the screen.
- [130:03]
Linus
Oh, we'll share the screen. Am I nice? That'll work great. No, no, the next one over.
- [130:07]
Dan
Give me a sec.
- [130:10]
Luke
Oh, there we go.
- [130:11]
Linus
Nice.
- [130:12]
Luke
I don't have one yet, so hold on.
- [130:14]
Linus
Nice. Yeah, he's got this. This week, Creator Warehouse has achieved peak comfort. Luke, we've done it.
- [130:27]
Luke
Great job.
- [130:29]
Linus
We are launching our Super Soft Crew and Super Soft shorts. They're made of the same unbelievably soft fleece as our fan favorite super soft hoodie with a generous relaxed fit. And they're designed with welt pockets for those who don't know what welt means. It's a sleek internal pocket that's built directly into the fabric rather than sewn on top. Basically, it's an elevated, more premium look. Did I mention, by the way, that these pockets are big enough for your phone or random capable charger and the shorts have no less than three pockets. So get comfy and head over to LMG GG SupersoftCollection. This is the part where I would normally, if we were doing a longer show, say, hey, checkout messages. You can send a checkout message when you go ahead and place an order, but I think we're just relying on the people who already knew about that to do a few comms at the end of the show here. But yeah, go check out the new super soft crew and shorts. By the way, I think we have finally struck a pretty fun chord with our audience with the. If buying is an owning T shirt from last week. That was our most successful T shirt launch in a very, very long time. People are freaking loving this shirt.
- [132:01]
Luke
Yeah.
- [132:02]
Linus
Yeah. I think we might have to do a restock on this bad boy. Yeah, get wrecked. Oh, you can't see Luke's screen.
- [132:11]
Luke
I swear, it's always my people. My size is always sold out on everything.
- [132:17]
Linus
I mean, you're definitely the target demo XL talls for this shirt. Yeah, yeah. I came up with. I think I came up with another fun one. Was it. Was it related to this? Hold on. I have to check my emails to. To Bridget. Oh, yeah, yeah. Okay. Okay. I want to do. I want to do a hat that just has like. Like an ISO icon on it.
- [132:48]
Luke
Yeah, that's pretty good.
- [132:50]
Linus
Yeah. So, like, I feel like there's. I feel like, you know, I don't want to go straight. Like, let's do an LTTI patch. You know, would you.
- [132:59]
Luke
Would you do ISO icon on the front and then like, as a badge? Like right there?
- [133:03]
Linus
You could do a skull or something like that. Yeah, yeah, yeah. So I want to do some just kind of like more coded references. Right. We don't want to be overt about it. Right. You know where we want to keep it? We want to keep it real subtle. Well, okay. The parrot with the.
- [133:21]
Luke
It's a little direct.
- [133:22]
Linus
It's okay. Yeah. I. I don't know. I think it's. I think it's kind of. I think it's kind of fun and it's honest is what it is. This is fun. The UK's Competition and Markets Authority, or CMA, has ordered Google to let publishers opt out of AI overviews. The CMA was able to impose this because it designated Google as having a strategic market status in general search. And it has similar investigations ongoing into Apple and Microsoft. So this likely isn't a one off. The ruling lands after Google announced that it would significantly expand AI overviews in search, prompting backlash from publishers who are worried about losing traffic. It requires Google to let publishers block AI overviews from pulling their content via a toggle in Google search console at both the directory and page level, and guarantees that opting out won't hurt a site's regular search rankings. The catch, though, is that sites that opt out get zero traffic and zero impressions from AI features. So you are trading exposure for protection.
- [134:23]
Luke
Yeah, I think you're gonna effectively get deranked, even if it's not like officially.
- [134:29]
Linus
The ruling also makes proper attribution mandatory when a site's content is used to generate a summary, and gives publishers the option to stop Google from using their work to fine tune its models.
- [134:39]
Luke
Oh, that.
- [134:39]
Linus
If you can actually prevent them from doing that, proper attribution, I mean, is
- [134:45]
Luke
going to be a problem.
- [134:46]
Linus
Better citation is definitely something I'd like to see from AI summaries.
- [134:49]
Luke
One of the tricks that I do to try to get my, my, you know, AI stuff to. It's not to get it to hallucinate less, it's to catch it faster when it does is to make it cite sources and then actually go look at the sources. Because often it just like hallucinates a URL. So we'll see how well that goes.
- [135:12]
Linus
Notably, Google thought this, as it argued in February, that excessive attribution of lots of sources may worsen the user experience and lead to fewer clicks, not more.
- [135:20]
Luke
Bruh.
- [135:21]
Linus
No, they essentially claimed users don't want to see where the information came from. Don't care. Google now has nine months to fully comply with an implementation plan due within one month. The CMA plans to assess the ruling's impact on publisher web traffic before considering whether Google should be paying publishers directly for their content. This is good progress, in my opinion. Let's see how it goes and hopefully this continues to expand before the entire independent web dies. All right, why don't we do a couple of comms here and then we'll. Then we'll call it We Got a Thing to do or. Okay, sorry, last thing before that. I had so much fun shooting a not Computex video this week. I think. I think my favorite video of the week was actually not Computex. I went back to the tech mall.
- [136:12]
Luke
I don't even know. Oh, sorry. I'll let you finish?
- [136:15]
Linus
No, no, go ahead.
- [136:15]
Luke
I was going to say, I don't even know. The video is not even out yet. And I want you to expand on this concept.
- [136:23]
Linus
Yeah.
- [136:23]
Luke
Watching you do the thing while I was there was like, yeah, this is cool.
- [136:30]
Linus
From a chair in the corner. Yeah.
- [136:34]
Luke
They never even gave me a chair
- [136:38]
Linus
stand. That is the ultimate. That's the ultimate. Can you get any lower while also being up higher?
- [136:57]
Luke
Anyway, sorry.
- [136:58]
Linus
So the last couple years at Computex, the first time, I don't, I don't remember why we did it the first time, but then the second time, because the first time was really successful and fun and good vibes. But basically we've, we've gone to this local tech mall and, and just like bought over the top computers and then like giving them away on the street. And that was fun, but I felt like, okay, you know, it's played out now. How do we mix this up? How do we, how do we like flip the script? How do we subvert expectations? And I was like, I'm not going to shop at the tech mall. I'm going to work at the tech mall. So I reported for duty, was it two days ago? Not yesterday, the day before. I put on my apron.
- [137:47]
Luke
Yeah.
- [137:47]
Linus
And I said, okay, boss, what do I do? And I went back to the store that we bought the system from the very first year. So two years ago. And he was my boss for the day. He said, build that system, troubleshoot this, reinstall windows on that water. Cool this, bend this tube. He left for like long periods of time. I don't know if you know this.
- [138:13]
Luke
Nope.
- [138:14]
Linus
He would like leave for 20 minutes, half an hour to go pick up a customer's RMaid, you know, GPU or like do whatever he's got to do. We had an issue with one of the builds where a lot of those
- [138:25]
Luke
shops are single owner operator. And this will happen. Yep, they'll do that.
- [138:31]
Linus
And so one of the issues that I had with one of the builds that I was working on was that the back plate on the GPU wouldn't fit with the oversized Ram cooler that the customer wanted. They were interfering because of the thick backplate. So we had to use a GPU riser in order to even complete the build. And we had the cage for the right for the, for this vertical GPU kit, but we didn't actually have the riser cable. So I was able to test fit it with the cage. But he had to like go just to another store and like buy a kit so that I could Complete the build. So I was like working on another system in the meantime. I forget where I was going with this, but like, he left. He was gone. And like, if anyone came to the store, it was me and Google Translate. Like, I had no training, so I was just like writing people's names and the issues with their computers on scraps of paper. Like, I just do what you can, dude. It was so much fun. I'm actually very proud of the result of one of the things that I did. I don't think you saw it.
- [139:41]
Luke
Not the final, dude, I'm assuming I know what you're talking about, but not the final.
- [139:46]
Linus
I've still got it.
- [139:47]
Luke
Oh, oh, you mean the skill.
- [139:51]
Linus
Oh, yeah.
- [139:51]
Luke
I thought you meant the thing. And I was like, I thought that
- [139:53]
Linus
was a customer build, but I still. No, I. I still got it, brother.
- [139:56]
Luke
Heck yeah.
- [139:57]
Linus
I did a 90 degree bend by hand. Put it down on the tile. Perfect.
- [140:04]
Luke
Perfect.
- [140:05]
Linus
Nice, actually. Perfect Nice, dude. I still got it. Anyway, was a lot of fun and I'm really excited for that video to come out. It's going to be freaking awesome. All right, let's do a couple of comms.
- [140:18]
Dan
Yeah, sure. I've just got a couple here for you. If you had to do your job for a week using only your phone, would you be able to manage or would it be an actual problem for the company? Also shipping seem faster these days to the uk Think
- [140:35]
Luke
ooh.
- [140:37]
Linus
Ah. So I want to try. However, I think I would have to use something like the Z fold the. Or the Trifold. Excuse me, from Samsung that supports Dex, because there's no way that I could do like script review, like collaborative work on just a, like just a phone size screen. That would not, that would not work for me. But I think if I could use Samsung Dex, I could probably get by. We don't really review raw footage or I don't have to review raw footage over the network anymore. We use frame IO. That would have been one of the obstacles in the past that would have prevented me from doing that otherwise. I think I could pull it off as long as I can use a keyboard mouse and a large monitor. As for shipping random shout out to Mr. Tony, he has been behind the scenes.
- [141:43]
Luke
Oh yeah.
- [141:43]
Linus
Doing. Doing stuff. Yeah, Doing the work. We had a lot of operational debt in Creator warehouse for years and that's not, that's not a shot at anybody.
- [141:59]
Luke
But Tony's been doing great.
- [142:01]
Linus
When you're, when you're, when you're learning, when you're building the plane, while you're flying it and moving fast and sometimes, you know, stuff happens and you just gotta, you just gotta kind of solve problems and deal with that later, you know. But Tony has come in and basically from the outside improved nothing, but from the inside just fixed the damn machine.
- [142:24]
Luke
Yeah.
- [142:26]
Linus
Like, okay. At risk of revealing too much about the, the challenges that we had in the early days, I think it was about a year ago, I was made aware that every return that had ever been returned to creator warehouse was still sitting in a corner of the warehouse on giant stacked pallets. All of them.
- [142:47]
Luke
That's when we did those like sale things.
- [142:49]
Linus
Those, those blind boxes.
- [142:51]
Luke
Yeah, yeah, yeah.
- [142:51]
Linus
Because that was just like every return we'd ever had. We went through it, graded it, made sure it was still in good condition or whatever because a lot of it's still brand new. Logistics is really hard and people to, to a lot of people, it's so simple. I order things on Amazon and they just arrived the next day. It's so simple. It's like, yeah, yeah, for Amazon. We're not Amazon, you know, and I don't think you want us to be Amazon. Yeah, like it's, it's, it's complicated. And the fact that we are a company at the relatively tiny scale that we are and we ship to so many countries is crazy. I don't want to make any promises other than that I know that Tony's working on it, but one of the things that people have thought is just insane that we don't offer is the ability to choose your own shipper. Oh, your own shipping provider. We don't allow it. We just ship with the one shipping provider. And the reason for that is that decomplicatifies our logistics and gets us better rates so that our overall shipping can be more price competitive. Yeah, but that's something that I know that he is actively working super hard on and that a lot of people are going to be really excited for. So, yeah, massive shout out Mr. Tony for, for, for all the logistics work that he's been doing. And, and a lot of it has been especially not visible because it's been around dealing with like tariff crap that ended up being completely unnecessary because they were deemed illegal.
- [144:21]
Luke
Now they're coming back.
- [144:22]
Linus
Yeah, I saw that. Unless they're not.
- [144:24]
Luke
Unless they're not.
- [144:25]
Linus
Yeah. Who knows? The straight's open. Unless it isn't, you know, true.
- [144:31]
Luke
I can't hear, by the way.
- [144:32]
Dan
I don't hear me.
- [144:34]
Luke
I can't hear anything.
- [144:35]
Dan
Oh, why not?
- [144:36]
Luke
I never unloaded it.
- [144:37]
Linus
Hello, Sorry, can You hear this call the bondulence.
- [144:42]
Luke
I meant from. From Dan, primarily.
- [144:44]
Linus
Oh, okay. Well, here, you can just read it on here. I have it. Sure. Okay.
- [144:47]
Dan
Just bought an LTT bag.
- [144:48]
Linus
Hi.
- [144:49]
Dan
Anyway. Hi, Luke. Specifically, question for everyone. I have started a computer repair service. I'd like some professional opinions for stuff like pricing and values.
- [144:59]
Luke
Let me know what he's done.
- [145:00]
Dan
Love you.
- [145:02]
Linus
I can let you go first.
- [145:04]
Luke
Oh, no, I meant let me know when Dan's done.
- [145:05]
Linus
Oh, he's done talking.
- [145:06]
Luke
Okay. Thanks, man. Ooh, Tough time to get into that. It's. I don't know, it might not be a super tough time because I'm assuming people are going to try to keep their systems going for a lot longer than they did in the past. So you might be able to find a niche of people who just really can't upgrade right now.
- [145:24]
Linus
And software issues never completely go away.
- [145:29]
Luke
Yeah. There. I think it's less lucrative of a market now because I think antivirus is just like way, way better than it was in like the early 2010s, late 20 zeros. Pricing, I have no idea. Values, I've kind of always been on the side of like, you know, the. The automotive shop that I know that's near me that has like the longest wait list is also the one that is most reputable for like not scamming their customers and stuff. And if you get known as someone that people can reliably go to who will actually fix problems and charge not a low price but a reasonable price for the job that you do, hopefully that will continue getting you customers.
- [146:18]
Linus
I can't speak from experience on this because I've never tried to put together a pricing model for a repair shop. But what I can tell you is that as someone who has thought about what that model might look like, the way that I would want to tackle Luke's not cheap but fair vibe is not quite. It doesn't have to be like per minute, but like a 15 minute increment billing instead of like, you know, we start at one hour. So, you know, maybe you could do 15 or half hour increment billing but at like a higher hourly rate or something like that. Like I could see, I could see something like, or like a, you know, or, or doing parts on like a cost plus model with transparency. Like I always loved that about my mechanic shop back when I had to do, you know, like oil changes and stuff before.
- [147:13]
Luke
I don't hide that because basically everybody does that. So just don't hide the fact that
- [147:17]
Linus
you're doing it no, Oscar would give me an itemized list down to like a 13 cent gasket and he would have his markup on it.
- [147:26]
Luke
You're charging, he's charging you 15 cents for that gasket and you know, it cost him 13.
- [147:31]
Linus
Exactly. And, and everything was transparent and really honest. And like a big part of building trust is, you know, never advise if someone comes in asking to spend money, advising them if they shouldn't, that's really, really important.
- [147:48]
Luke
So something I ran into, because I was doing this for a little bit out of high school, something I ran into is where the money was for me was in service contracts or even individual jobs for fairly small businesses making sure that their systems were secure. I worked with a lot of like, it would be like a notary republic. Notary public, not republic anyways, and like small little law firms and stuff like that where like they cared about their data security, where the loss of all their data could be the loss of their company. So like they, that was a valuable thing to them. They cared about that. But the job for you isn't necessarily like hyper complicated. You just need to be able to weigh, you need a way to be able to jump into their systems quickly and reliably. You need to make sure that their security stuff is well, up to date and that the usage of their computers is locked down enough that it is reasonably secure. And you're kind of like, I, I found it useful to literally walk through their little office who's always really small because I was a small time operation myself.
- [149:02]
Linus
You were, but I mean, not that small. You were never as small as me for instance.
- [149:08]
Luke
But walk through their office and make sure like no one's doing sticky note passwords and stuff like that. Like look, observe and actually act on those things. That's where I found a decent amount of money. I don't think this person is suggesting that they're opening a shop because they said they've started a service.
- [149:26]
Linus
Yeah, mobile service seems like kind of a pretty cool way to go.
- [149:29]
Luke
Definitely the way to go. I would, I would not open a
- [149:31]
Linus
brick and mortar back when I was still working at the computer store. And my, my aunt and uncle have always really encouraged me to pursue entrepreneurship in some form. I don't think they would have predicted this whole YouTube thing.
- [149:41]
Luke
Sure.
- [149:42]
Linus
But my aunt came up with this kind of fun name for a business that she called Nephew to the Rescue. And she was like, yeah, she was like, basically her concept for it was like tech repair by bike essentially. And you recruit whether it's through like an affiliate type program or whether it's like a partnership, you recruit nephews to try to sort of COVID a geographical region. And by doing everything just with your kit on a bicycle and bringing the service to people, you could be competitive with something like a geek squad by keeping your overhead super low. And the idea is just that you're not a major corporate scary thing. Fair and reasonable, friendly pricing and knowledgeable nephews to kind of come in and. And help you with your tech stuff. And it seemed like a really cool idea, but I was not at a stage in my life where I was, you know, ready to start a business. But legitimately seems like, yeah, pretty kind of a. Pretty fun, fun branding for it and, and a kind of neat model actually.
- [151:01]
Luke
Having been in computer support business in the past. It will vary from market to market, but business IT support will be $150 to $200 an hour pretty easily in most places. But most lean towards standardized contracts like support contracts and stuff. Obviously more consumer facing stuff will be a bit less, but I wouldn't expect much less than $100 an hour. Something I liked about standardized contracts was if you do a really good job, you might not need to do any work that month and you still get paid, which is pretty sweet. But that also means that if proverbial poop hits the fan and say it's like a. A wide attack that's hitting potentially all of the places that you're servicing, you might also have a really terrible month. But yeah, with that, we are overtime.
- [151:49]
Linus
Someone finally noticed. Find it. Yeah. Someone asked if our faces are. Yeah, here it is.
- [151:56]
Luke
You should unflip it for the.
- [151:57]
Linus
For the urban fervor says, am I on drugs or are Linus and Luke's faces slightly warped? Yeah, go for it, Dan.
- [152:07]
Luke
Yeah, flip it back and then we can say goodbye because I gotta run it.
- [152:10]
Dan
Yeah, sure.
- [152:11]
Linus
There you go.
- [152:13]
Dan
And I never got to use my technical difficulties background. I work so hard on it.
- [152:18]
Luke
There you go.
- [152:19]
Dan
All right.
- [152:20]
Linus
No. Notice how the text on my shirt is facing the right way now.
- [152:28]
Luke
Yeah, Just give. Give people a hard time before we leave. Okay.
- [152:35]
Linus
All right. Thanks for tuning in, guys. See you again next week. Same bad time, same bad channel.
- [152:39]
Luke
Bye. Bye. I'm going to pack my practically everything.
- [152:43]
Linus
I've been 17
- [152:46]
Luke
do. What the. Who's this from? Oh, that's cool.
- [153:02]
Dan
Okay.
- [153:04]
Luke
I want to show up.
- [153:07]
Dan
I want to show off my technical difficulties background. I'm too proud of it. There we go. Thanks for tuning in, everybody.