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Linus Sebastian
Coca Cola for the big, for the small, the short and the tall. Peacemakers, risk takers for the optimists, pessimists for long distance love for introverts and extroverts, the thinkers and the doers for old friends and new Coca Cola for everyone. Pick up some Coca Cola at a store near you.
What is up, everyone? And welcome to the WAN Show. We've got a great show lined up for you guys this week. Our headline topic is, of course, that Micron is going all in on AI and abandoning us poor consumers. I like the products, Luke. So what if they had a couple price fixing scandals over the years? Who in the dram industry didn't?
Luke Lafreniere
Oh, yeah, okay. Yeah. I mean, that's.
Linus Sebastian
I mean, that's how price fixing works. It's when the whole industry gets together and it's like, you know, what if.
Luke Lafreniere
We'Re not the bad guy? But they're all. Sorry, if we're the bad guy and they're also the bad guy, then we won't stand up.
Linus Sebastian
What are you going to do about it? But seriously, quality products, just evil. I guess we just don't get to buy anymore. So we're going to be talking about that. We're also going to be talking about Netflix making things worse for everyone again. And the justification for this is just. It's so weak. You know? It's so weak. It's a month.
Luke Lafreniere
Speaking of not weak, Intel GPU market share hits a record level.
Linus Sebastian
Okay, 1%.
Luke Lafreniere
Let's go.
Linus Sebastian
Intel is officially. Intel is officially the 1%.
Luke Lafreniere
Yeah.
Linus Sebastian
Congratulations, Intel. Time to buy a McMansion.
Luke Lafreniere
They're unfortunately the other end of the one on financing and I don't know, Rip. Cherry. Cherry is like.
Going not for the same reasons as Micron.
Linus Sebastian
Cherries in a pie.
Because they're cooked. Baked. Well, okay, it doesn't matter. Just get rid of it.
Luke Lafreniere
Oh, no.
Okay.
Linus Sebastian
Oh. The show is brought to you by Ugreen, hero, Saly and Odd PC, along with our rap partner, dbrander, Laptop partner, Dale. Nurture partner, Secret Lab.
I got this. Look, it's not a speed issue. It's a pitch issue.
Luke Lafreniere
Yeah. Please.
Linus Sebastian
Micron is going all in on AI. Micron Technology announced the. Oh. Oh, God. Thanks, Micron Technology. Oh, you missed the funny part. Well, that's okay. We're good. Wait, did they not hear any of the sponsor call? It's been.
Okay. They said they could hear.
Guys, we had our Christmas party last night and I don't drink, but it was still a very tiring day and as you can probably tell, I'm a little under the weather. So I'm going to do my best today. All right. Micron Technology has announced the impending demise of their consumer focused Crucial brand on Wednesday, just months after the company celebrated its 29th anniversary. I mean that last bit seems kind of irrelevant. You're always just months away from an anniversary of some sort. 29 seems kind of arbitrary. I'm deleting that from the notes. In a press release, the memory giant stated that Micron has made the difficult decision to exit the crucial consumer business in order to improve supply and support for our larger strategic customers in faster growing segments.
In a nutshell, guess what, gamers, you just ain't that important.
Luke Lafreniere
For now.
Linus Sebastian
For now. Until you come crawling back.
Luke Lafreniere
Yeah, everyone's talking about a constant bubble.
Linus Sebastian
Everyone crawls back to gaming.
Luke Lafreniere
Yeah.
Linus Sebastian
Name someone who didn't.
Luke Lafreniere
How many people have exited? Name someone who's exited.
Linus Sebastian
I mean Crucial didn't exit Exit, but they did kill their ballistics brand once.
Luke Lafreniere
Yeah, I mean I feel like this has been, this has been hinted towards.
Linus Sebastian
In the cards and then now they.
Luke Lafreniere
Were like, there's a strong reason now.
Linus Sebastian
Well, I, I don't even think it's strong reason. I think it's just as simple as evga.
Luke Lafreniere
I don't think counts in this case. Guys.
Linus Sebastian
Yeah, they didn't come back.
Luke Lafreniere
But they, they left for like completely different reasons. Yes. They didn't leave because there was more profit elsewhere.
Linus Sebastian
Well, yeah, that, I mean that leaving because there's less profit where you are or leaving because there's more profit elsewhere. They're both technically just different sides of the same coin.
Luke Lafreniere
I think they're a little different. One of those like leaving because of opportunity and the other one's leaving because of the lack of opportunity.
Linus Sebastian
Yeah, yeah, yeah, yeah, yeah. Same coin. Same coin, different size. I think it matters different outcomes.
Luke Lafreniere
Yeah.
Linus Sebastian
Shipments of Crucial products are expected to end in 2026 with warranty and support continuing for some time.
I'm just, I'm just bummed, right? Because at the end of the day we talk about this endlessly. There is.
An inherent advantage to having more competition in the market and losing Micron in this, in this space, which I guess technically they haven't announced.
Actually. I guess, yeah, technically they haven't announced. So nothing would technically be prevent a DRAM module maker from buying Micron DRAM.
Luke Lafreniere
Chips, which seems like what they want.
Linus Sebastian
Anyways, continuing to make modules out of them. It's just that the Crucial brand, the first party Micron retail brand Crucial is no longer going to be available to us. And, you know, I might have kind of talked myself out of being quite as bummed about this.
Luke Lafreniere
I don't think so. To me, it, it, it feels like you're, you're doing less competition. I think there's a lot of, like, if you remember what happened with GPU prices during like 3000 series and whatnot, where they absolutely blew up. And then when that demand started fading, the prices didn't come back down and then AI started happening and then they went back up again. Oh. To be clear, I. This feels like a opportunity to crank dram prices.
Linus Sebastian
To be clear, the AI. The AI price bubble in memory is absolutely going to be felt for a very long time. Yeah, I'm not questioning that. I just mean the loss of the crucial brand specifically.
Luke Lafreniere
Oh, yeah, whatever.
Linus Sebastian
Maybe they weren't that crucial.
Like, you can still buy, you can still buy memory from Corsair. You can still buy memory from. I don't know, Patriot, you know? Yeah. I mean, man, you've experienced this, right? You show up at Computex and every year you walk the trade show floor there. There's probably a dozen memory brands you've.
Luke Lafreniere
Never heard of, but you're probably looking at three memory brands worth. Vital chips. Probably.
Linus Sebastian
There's like, yeah, you got your Samsung, your SK Hynix, you got your Micron, you got. Who, who am I forgetting, guys? I'm, I'm sure I'm forgetting some.
Luke Lafreniere
The Chinese one, the Kyoksia. No longer changing memory technologies, but that's like a, A Chinese brand. So I don't know if we're actually those in, in North American products.
Linus Sebastian
Not around here. Did I forget Samsung? Sorry. Yeah, Samsung. Did I. I don't know. I don't know.
Luke Lafreniere
I'm not sure.
Linus Sebastian
Kingston.
Luke Lafreniere
No, not HyperX.
Linus Sebastian
Kingston is not an actual dram. Like, yeah, they're not a fab. They're a module packager, G Skill. Same thing. They are a module packager. They're not, they're not actually a fab.
Luke Lafreniere
Yeah. Like, if I look at. I just. I just popped up Amazon and took a look in the sidebar.
Linus Sebastian
Sure.
Luke Lafreniere
All the brands. Corsair, G Skill, Team Group, Crucial, Kingston, xpg, Samsung, all the way down.
Linus Sebastian
Yeah.
Luke Lafreniere
There's basically three brands making all of those chips.
Linus Sebastian
And I mean, I guess, yeah, you'll still be. I guess for me, what I am actually gonna miss, I'm gonna miss Crucial more probably on the SSD side because while they've for the most part actually recently they've had some really nice gen 5 drives but for the most part Crucial hasn't even necessarily been like the highest performing SSDs but what they have been is one that I can trust that probably won't be trash. Whereas when I buy an ssd, like when it comes to like I don't. And maybe this is, maybe this is a really weird mentality but I actually think I care more about the, the trust that I have in the brand for my SSD than for my ram. Even though like RAM can have a huge impact obviously on system stability and performance.
Luke Lafreniere
Yeah, I don't agree.
Linus Sebastian
I think I'm, I just don't want, I just don't want to lose my data and you know, in my gaming system realistically my boot SSD it probably doesn't matter that much. That's my point because all of my data is going to be backed up somewhere else but there's areas where I'm going to use an SSD that is not my gaming system. And like, yeah, okay, I should run RAID one on my boot drive on.
Luke Lafreniere
My Nasite stuff too. Yeah, it can be just annoying to have to restore and whatnot.
Linus Sebastian
Yeah. And like ram, I can run a system stress test and then I'm going to have a pretty good idea if it works it's a, you know, it doesn't wear the same way that NAND Flash does and NAND and with dram like the way the grading works for it, it's more down to speed, it's more down to performance bins. So if it's like working it will probably stay working like there isn't a better reliability grade. Whereas with NAND Flash they're graded not just in terms of performance but they're graded in terms of their reliability in terms of. So when I'm buying an SSD from a rando brand I don't know if I'm getting an OCZ agility or if I'm getting.
You know, again. So now I'm sitting here going okay, well who, who am I going to then for my. Definitely using reliable A tier NAND in their consumer brand.
Luke Lafreniere
Plenty of other options.
Linus Sebastian
Yeah, there's Samsung who's probably going to be, probably will be fine. Give me another, give me another first party one though. Like actually does SK Hynix. SK Hynix does have their own consumer brand.
Luke Lafreniere
Isn't that SK Hynix?
Linus Sebastian
No, no, SK Hynix has their own consumer brand but I don't think they're, I don't think they have a presence In North America.
Luke Lafreniere
Does Team Group just use them a lot? I remember there being something about that SK Hynix.
Linus Sebastian
I'm gonna, I'm gonna check. Oh yeah, SK Hynix is in North America now.
Luke Lafreniere
Just first party branded.
Linus Sebastian
What the heck is this?
Luke Lafreniere
Clev. That's what I was thinking. Not Team Group. Clev. My bad, my bad. I meant. Yeah, I meant Clef. I don't know why I screwed those up.
Linus Sebastian
It's Dan. Hi. He's the problem. It's Dan.
Check this out. Oh, that's Luke. I pressed Linus laptop. Nice. So I was. Yeah, so SK Hynix definitely also. What is this?
Luke Lafreniere
Huh? Oh my, oh my, oh my, oh my. Yeah, Clev is closely tied to SK Hynix. It's from the brand Essencore, which is. They distribute SK Hynix memory, blah, blah, blah, blah.
Linus Sebastian
Got it. Okay, cool.
Anyway, still a downer. We're. We're never going to root for a company exiting a space because.
Luke Lafreniere
No, this is bad. Yeah.
Linus Sebastian
Because from our point of view, more competition is more better, but it's not.
Luke Lafreniere
Like.
Linus Sebastian
It'S clear where their focus has been anyway. Yeah, like they could have kept the crucial brand and just quietly, like not manufactured anything and they might not have had the same, you know, headline splash that they're getting now, but the effect would have been exactly the same because they're only making so many wafers and then they choose what to make on those wafers and they're obviously going to target.
They'Re commercial customers.
Luke Lafreniere
Yeah. And it's been, it's been. If you, if you've been paying attention at all, which I can, I don't really blame you too much for not. But if you have, it's been pretty brutally and blatantly obvious that nobody in the DRAM space cares about you at all.
Linus Sebastian
Just like it's literally a commodity.
Luke Lafreniere
Be super clear. And, and it has been constant price fixing for like getting close to like 30 years. Like, this is not.
Linus Sebastian
Not constant, but a cycle. There's been a cycle of, hey, these guys all got caught price fixing.
Luke Lafreniere
They've been caught price fixing every like five to eight years for like 30 years. I think it's been to me, that.
Linus Sebastian
Feels constant three times that I can think of in the time that I've been a PC enthusiast. But when I, when I say it's literally commodity, I do mean it is like, literally a commodity. Like you can, you can get an account on DRAM Exchange and you can watch the tickers for all the various, all the various DRAMS.
And that's been a thing again for as long as I've been part of the industry. So the good thing though, the good news is that as a commodity, when it falls, it actually does tend to fall. Fall. And it may, we may have a shot.
Luke Lafreniere
This might be one of the stepping stones towards resisting that fall.
Linus Sebastian
Oh, it'll resist it. I mean, remember the. What was it? I think it was the Thailand floods that wiped out.
Luke Lafreniere
Oh, that was rough.
Linus Sebastian
Over half of the production. The like global production capac for the motors that spin hard drives. That was a thing back in. What was it, like 2013 or something like that.
Luke Lafreniere
Really?
Linus Sebastian
Was it that recently? When were the.
Luke Lafreniere
I thought we were. I often gauge news based on when and where we were talking about.
Linus Sebastian
On Wednesday, 2011. I'm closest without going over. Let's go.
Luke Lafreniere
That's true.
Linus Sebastian
No, seriously though, it was around.
Luke Lafreniere
Were you still suffering the effects at that time? Maybe.
Linus Sebastian
Probably that might be. Yeah. So. So that. Well, that's exactly what I was gonna say. The. The Thailand floods.
So hold on. They started in July, intensified in September and October finally receded by January 2012. So we were actually, we were actually both close to the period. So during that time, hard drives went from like historic lows. Like they were. They were dirt cheap. It was sort of comical. Like you were basically buying a hard drive for practically the like scrap met of a hard drive. And then they went.
To the point where like at ncix, our strategy for trying to have any hard drives in stock.
At hopefully some price that anyone would want to pay was we actually enlisted people internally to just go buy like retail hard drives, like external hard drives, and then shuck them so that we could put them in bags. I don't know if we ever actually did it, but we certainly talked about it.
Just like everyone was like, like land grabbing. It was like the apocalypse and people like hoarding ammunition and canned food, but.
Luke Lafreniere
It was people buying the enclosures from Costco and shucking them. I remember consumers doing that because basically.
Linus Sebastian
Every drive that was out in the retail channel already that was sold at the dirt cheap prices had just doubled or tripled in value. Like it was. It was insane what happened. And.
It was a long time. So on the one hand, like, yes, part of why it took so long to recover was that you don't just build a motor factory overnight. That's just not how that works. So it took time for them to ramp production back up. And the other part of it is that they took their sweet time ramping production back up. Because I remember WD was probably the biggest beneficiary of it. Like their stock went bonkers.
Luke Lafreniere
Profit maxing at the time was wild.
Linus Sebastian
Because the actual cost of the hard drive didn't really change. It was just that the supply got choked out. So the demand went way up. So the profit margins that they were able to make went way higher. But.
Luke Lafreniere
I thought you're done. I thought you're done. I was going to say, I understand that you're pointing out you can, you can buy commodity ram, but it really feels like a while ago Sam Altman said that they're doing great stuff with like, like tech innovation, but they need to start doing financial innovation. And that was a little bit before this whole circular money funnel thing started happening. And it feels like there are a lot more facets to this. Instead of just trading money in a circle. I think there's a lot of things happening. I think this is one of them. Where Nvidia is deciding to decouple their shipments. So they're not shipping DRAM with their chips anymore. Micron is taking crucial out of the market. All this stuff is happening. It feels like they're trying to pump ram, like as hard as they can.
Linus Sebastian
Oh, I don't, I don't.
Luke Lafreniere
Along with everything.
Linus Sebastian
I don't think they're pumping ram. I think they're just. I think there is a shortage, I think is what it boils down to. Because there's a, there's a wafer shortage right now.
Luke Lafreniere
Sure.
Linus Sebastian
Like they can't get enough.
Luke Lafreniere
Just like the Nvidia one is weird to me because that's just more opportunity for Nvidia to mark things up.
Linus Sebastian
Well, what it is, well, it's, it's just that they can't get it. They want to ship, they want to ship GPUs. They're just, they're not going to stop shipping GPU.
Luke Lafreniere
I don't know how much they care about shipping consumer GPUs.
Linus Sebastian
Well, no, no, but ship it. No, they'll ship any GPU. They just want to ship GPUs. And if supply of DRAM for their packaged GPU, DRAM packet or VRAM I guess would be in this case, but whatever. Basically ram dram, dynamic random access memory. So if they're, if they can't get the supply of the other widget. Like think what happened to the car industry during the silicon shortage. During COVID they just had these, these almost finished cars that were just waiting on process.
Luke Lafreniere
That's the actual problem. I could be wrong.
Linus Sebastian
I feel like this is definitely part of it. 100% it's part. Maybe there's. There's no way it's not part of it. Because remember too, it's not just the supply, it's also not knowing what the cost is. So it's really hard to price something where you can't get it. And also when you finally do get it, it might cost more than what your anticipated quote was before. Nvidia doesn't want to carry that liability. So if they just ship the GPUs and they make it someone else's problem, then they don't have to worry about that.
Luke Lafreniere
I just think it's. Sure maybe. I think it's part of a series of steps that are going to result in DRAM prices being permanently higher they were before.
Linus Sebastian
So I would say that except that the long term the like zoom out from the crisis we're in now. Zoom out view is we've been through shortages before and DRAM's overall price trend getting way cheaper over time.
Luke Lafreniere
My point is that they're making systemic changes that might resist that in the future. Crucial being out of the market and, and Nvidia not packaging things together and certain other steps that are happening as well. Well, I also agree that I think it's going to fall as this whole AI things like rather clearly a bubble that's going to pop at some point.
Linus Sebastian
So there's, there's a couple things. So one is like Samsung has never been in the consumer DRAM market or I shouldn't say never actually in the DDR1 days you could buy consumer Samsung memory modules, But I think DDR2 and onward, definitely you couldn't with DDR3 they went OEM only and they went enterprise only. And that clearly has not had a devastating impact on the consumer DRAM market other than when they've been caught price fixing along with the rest of the industry. But again, so the macro trend of DRAM pricing marching ever downward in spite of there having been shortages, there having been price fixing scandals, there having been major manufacturers of dram, of DRAM chips not participating in the retail market. All of these things have been true at various points in the past. And DRAM has marched ever downward other than blips. And the reason that I think that this time will be no different is that unlike the Thailand floods where we did see elevated hard drive pricing for a very long time, they rode that wave as long as they could with the major hard drive players. You've got WD and Seagate sitting there. You Know, kind of going.
Yeah, who's.
Luke Lafreniere
Gonna, who's gonna crack first?
Linus Sebastian
Who's gonna blink? Who's gonna blink? Who wants the volume back? But the PC industry, the electronics industry in general always wants the volume back. And unlike what happened with hard drives, dram. DRAM production has not really been disrupted other than the silicon wafer shortage that's going on right now. So there's a supply.
Luke Lafreniere
It's just so much easier for them to control it because with the hard drives it was the. At least in this case with, with DRAM here, it's, it's nothing. There's just only three players. And I, I've seen some comments talking about like, oh, yeah, but it's a free market, so someone will just come in and undercut them. Blah, blah, blah, blah, blah. It's not going to happen. There's three fabs.
Linus Sebastian
Actually. The Chinese might, They're, they're working hard at it.
Luke Lafreniere
They've got one at least. Yeah.
Linus Sebastian
And, and even if they, even if they don't, I mean, it's a volume game. Once you've got your fabric running, they will, they, they will at times. Doesn't happen that often, but they'll, they'll run them at a loss. If that's the commodity market, it's not that dissimilar from industries like farming, which is kind of crazy to think about. But once you've made the investment, once you've got all the infrastructure, once you've got all the trained workers for a short period of time, it can actually be less impactful on your business to run it at a loss in the shorter term in order to starve out your competitors. That's how we ended up with so much consolidation in the industry.
So I am hopeful in the medium to longer term, in the short term, this is gonna suck. Yeah, a lot. And so I think we're 100% aligned there.
Luke Lafreniere
Yes. And have you guys done that thing yet?
Linus Sebastian
Hold on, hold on. And one thing that's gonna suck for maybe the short to even medium term is that while they are not turning off any capacity other than what is constrained by a lack of wafers, the active decision appears to have been made to not build any more capacity. I saw at least one of them hit the news for that. One of the major DRAM guys.
Luke Lafreniere
Yeah, I haven't seen that.
Linus Sebastian
Because if they built more capacity, basically they run it. You just run it. You don't just let a fab sit idle. And once that happens again, commodity, I remind you, prices will be suppressed by increased capacity.
But for now it's going to be a really, really, really rough ride. What do you got there?
Luke Lafreniere
Yeah. Two of the biggest CRM suppliers are skeptical about increasing production as they eye long term profitability.
Linus Sebastian
Yeah. I mean, wouldn't you if WCCF Tech, everyone pretty much with two functioning brain cells to rub together knows that this AI thing is not going to continue on its parabolic trend forever.
Luke Lafreniere
Samsung and SK Hynix, those are the.
Linus Sebastian
Two companies if you listen to, if you listen to, you know, Sam Altman talk about it, he's like, yeah.
AI forever. Forever AI to infinity and beyond. Right.
Luke Lafreniere
Like they kind of showed their concerned hand a little bit.
Linus Sebastian
They have lately.
Luke Lafreniere
Yeah.
Linus Sebastian
So if you were, if you were a DRAM manufacturer and you were looking at the currently scaling demand for AI Dram, would you go, I've seen this movie before. No, I am not going to 10x my manufacturing capacity because when the demand inevitably collapses or at the very least levels off, I'm going to be stuck with, you know, half a dozen fabs that I just don't have any demand for. That's, that's going to be a pretty big write down. The kind that gets me fired. I honestly can't say that I would do anything. Win Bond. Now that's a name I've not heard in a long time.
Luke Lafreniere
Noki mentioned this in flow plane chat. Apparently they're back in the game making DDR4.
Linus Sebastian
Did they ever, did they ever leave the game or did they just kind of go, go quiet?
Luke Lafreniere
Maybe they just went quiet. I have no idea.
Linus Sebastian
Win Bond. I mean it's like dfi. Like you don'. DFI totally still exists, right?
Luke Lafreniere
Yep.
Linus Sebastian
Like, like DFI LAN party. Like the overclocking motherboards from way back in the day. They're totally still a thing. They do industrial boards.
Yeah.
Luke Lafreniere
People are saying went quiet. I haven't heard about them in forever.
Linus Sebastian
Win Bond. Get me some BH5. Let's go.
Luke Lafreniere
Yeah, that's interesting.
Linus Sebastian
Get me some overclocking DDR1. Like that's, that's the last time I remember Win Bond really showing up on my radar as a consumer. Anyway.
Dan
Yeah.
Luke Lafreniere
They're specifically saying despite the increasing adoption DDR5, many industries continue to rely on DDR4 for its proven stability and well established ecosystem. Winbond's 8 gig DDR4 DRAM is designed for.
Neat. Maybe I just haven't been aware of them.
Linus Sebastian
Oh, Java Juice says Samsung is denying that now. Oh wait, no, it was responding to another chatter. So hold on. Never mind. Ignore what I just said. I thought they were talking to you.
Anyway.
Oh. In other memory news.
Samsung is denying reports that its semiconductor division recently refused to give its mobile experience division a 12 month supply of DRAM and instead the mobile division to negotiate requests for dram. Quarterly stories appeared in SED Daily and WCCF Tech citing unnamed industry sources. And PC Gamer says the stories come as Samsung Semiconductor is restructuring production lines to focus on high margin products, products like HBM and low power dram. According to an update posted by PC Gamer, Samsung says the claim that its semiconductor division has rejected certain customer requests is incorrect and that recent reports that Samsung's DS division has rejected customer requests are baseless and not true. We're in close communication with global customers to address industry needs. Okay. Because that was, that was kind of a spicy, that was a spicy little bit of news that apparently Samsung.
Luke Lafreniere
Yeah, but that statement, it doesn't feel like it rejects the original statement at all. Did I just hear that wrong? Is there aren't, aren't they talking about like the claim was that they refused to award a year's worth of DRAM to their mobile phone division and wanted to negotiate quarterly. And the response was we're in close communication with global customers. That has nothing to do with the concern.
Linus Sebastian
But they're also saying that it's not true that they rejected certain customer requests. So what exactly this means we'll never know.
But I sincerely doubt that your Galaxy Phone is not going to get.
Luke Lafreniere
Yeah, I was going to say I, I sincerely doubt it matters. Like whether they start doing quarterly or yearly negotiations internally isn't. Who cares? It might be more expensive. Hooray, hooray.
Linus Sebastian
Yeah, it's almost certainly.
Luke Lafreniere
It's okay. You probably don't need a new phone, so it's all right.
Linus Sebastian
Unless you do, which would be a downer.
Luke Lafreniere
You get used one.
Linus Sebastian
That's true.
Luke Lafreniere
Yeah.
Linus Sebastian
I mean even, I mean we saw it with GPUs, even the second hand market can be impacted by our phone's pumping right now.
Luke Lafreniere
I wouldn't be too special.
Linus Sebastian
It'll be delayed.
Luke Lafreniere
Yeah.
Linus Sebastian
Because I mean that's the thing right? Is a lot of this stuff is purchased on contract. So that's why there were a bunch of headlines over the last probably month or two saying that oh yeah, watch out, DRAM pricing is gonna go way up. Like the headline started hitting before the price increases started hitting. And they'd be like yeah, watch out, DRAM prices are going up. And you know, major memory OEMs are saying that they're completely booked through 2026. Like that. That's the thing, right? Is we actually. Oh, is this one, is that one out yet? Is the Kyoksia Fab tour out yet? I reviewed it, but I don't know if it's up yet anyway. No, I don't, I don't think it is. Anyway, one little, one little detail from the Kyoksia Fab tour that a lot of people don't realize is that the, the processes that these wafers undergo for semiconductor manufacturing, it's not like, it's not like they, they, they go and they set up the mask and they like, you know, hit it with the, the deep UV or the extreme UV light and then it's like yay, wafer done. It's many, many, many steps, like hundreds or even thousands of steps that these wafers go through. From the very start to the very end. They will travel many, many miles throughout the fab to complete all the various layers and steps and build these things up. And it can take, not, it can take, it takes months. So the timelines that these companies are operating on are not just like oh we got a big order, let's make that order. It doesn't work like that. It's all forecasting, it's all pre negotiation to the greatest extent that they possibly can. So it will be a while before this, this, these capacity constraints, other various devices start to really hit us because I guarantee that someone like Apple, they.
Luke Lafreniere
Did us now because we're computer people.
Linus Sebastian
Yes, but in terms of like consumer electronics, I guarantee you that Apple is talking to major DRAM manufacturers many, many months, even years in advance sometimes for their product procurement and they are pre negotiating what their pricing is going to be. So yeah, the next iPhone might be okay, but if the AI boom continues and they don't build more supply in order to alleviate the supply constraints, then the next next iPhone might see a significant price jump or it might not. Apple, Apple has margin to play with which sometimes very, very rarely they do use to absorb some increase in materials cost in order to keep their, their retail friendly pricing. Not, not very often but like on their base tier, on their base tier models for instance, they can go very aggressive sometimes. Like man, the Mac Mini.
They, I think they had a Black Friday deal on it too last week.
That thing is just such a great value in its, in its base configuration.
Oh, okay. Thanks Dan. Kyokexia Fabtour is coming in 10 days apparently. All right, what do you want to talk about next, sir?
Luke Lafreniere
Something else, something else. Let's see Netflix. Hooray.
Netflix makes things worse for everyone again. Wow. Netflix buying.
Linus Sebastian
That's what you chose.
Luke Lafreniere
Looks like this thing has been updated. Maybe.
Dan
Yeah, we've added a new thing that happened like today.
Luke Lafreniere
Wow, nice. After previously gatekeeping casting from the ad supported plan, Netflix has officially removed support for casting to most most devices, definitely not all. And some of the selection of them are weird. But to most devices. Oh boy.
Linus Sebastian
On all plans I lost.
Luke Lafreniere
There it is. Netflix has quietly pushed an update with zero warning and only address the growing outrage by updating their help page. After Android Authority broke the story about in station on December 1, the.
Not so long list of devices is that still allowed to cast from Netflix but still only on the non ad supported plan is the third gen of Chromecast or older.
Linus Sebastian
What? That's a weird choice.
Luke Lafreniere
This is what I meant. Yeah. Google Nest Hub Smart display, which I believe is also old. Select cast enabled Vizio TVs and select cast enabled compal TVs.
Okay.
The best guess that.
There'S two different writers on this, so I'm not sure. But one of the writers was able to find was from Pill Lamb Mod on Reddit who said that casting was the last way to circumvent password sharing rules before so long as your phone had connected to your home wi fi within the last month you could watch Netflix on any tv, including a friend's. Ex Butters from the same thread had this guess. A big factor in Netflix price increases are sports broadcasts. The move is likely to make it more difficult to stream sports from their phones to large audiences in places like pubs, etc.
Linus Sebastian
That's actually a super smart take. I would not have thought of that. That's like you think there's enough money.
Luke Lafreniere
In like in sports in pubs having one Netflix subscription?
Linus Sebastian
Well no, because if you're in a commerce, if you're at a commercial address, they can gate that, they can monitor that. Whereas if some if a consumer Is.
Luke Lafreniere
There a different price for that?
Linus Sebastian
Probably. Actually that's a good question. I literally don't know. It wouldn't. Because it wouldn't surprise. Okay. Whether they can gate it by address or by payment method or not. Because I can tell you right now, a service can tell if you're paying on a corporate card.
Luke Lafreniere
Yeah, they definitely, they could do those things. I just don't know if they are.
Linus Sebastian
If nothing else, they could definitely have different terms and conditions and then they could penalize you if you are violating the terms and conditions.
Hold on. So yeah, Netflix. Oh oh right. But there's also the acquisition in the background of this.
Luke Lafreniere
The Warner Brothers thing.
Linus Sebastian
Yeah, okay. Oh, man. I feel like I got the. I feel like I got the pins, strings. The pins and the strings together. It's all coming together.
Luke Lafreniere
I'll keep going. Netflix told Wired that the real reason for the change is because not enough people use the feature, which they are not. The only ones that are trying to push people to just use built into TV apps instead of casting. A lot of users say that that is better. I think a lot of those users are kind of missing the point of that. Your TV is easy to deprecate, which I think we're getting into here in a second, but either way, we'll get there. As a totally unrelated note, you can still cast from Plex or Jellyfin, and casting to TVs from Vi DLC has become a much better experience. Netflix also announced it's going to help.
Linus Sebastian
You that much with sports. But yeah, go ahead.
Luke Lafreniere
Yeah.
Netflix also announced this morning that they are buying Warner Bros. For the total enterprise value.
Of $82.7 billion. The transaction is expected to complete in Q3 2026.
One of the notes here is LMAO. My favorite thing is that Netflix lists as beloved franchise the Big Bang Theory. That was said by Elijah.
Linus Sebastian
I mean, I can tell you there are definitely people who beloved the Big Bang. There for sure are actually my grandparents freaking love.
Luke Lafreniere
There's actually a ton of people that really like it and that's also why it got a spin off. I don't disagree with Elijah. I'm not necessarily the hugest fan or a fan at all. But I don't think.
Linus Sebastian
I don't think there's any benefit to putting our heads in the sand and going, I don't like this thing, therefore no one likes it.
Luke Lafreniere
Yeah, for sure. A lot of people do.
Linus Sebastian
Like, I definitely. I see that attitude so much and it's like, okay, but no, yeah, that's not how that works. You don't get to decide what other people like or don't like. You can disagree 100%.
Luke Lafreniere
Yeah, I don't think it's good entertainment.
Linus Sebastian
Personally, but you don't get to decide that other people do not beloved it.
Luke Lafreniere
There are a lot of people fans.
Linus Sebastian
Yeah.
Luke Lafreniere
Yeah.
Linus Sebastian
Numbers is numbers and math doesn't care what you think at all.
Luke Lafreniere
Jerem Said. Holy. This should have been a headline topic. I mean, we didn't know about the Warner Brothers thing until after the show started.
Linus Sebastian
We. Well, we knew it was rumored. I didn't think it was. I didn't think it was confirmed. Did that just get confirmed today? Yeah. Wow, what a, what a bomb to drop. Like, what is going to be left of the entertainment industry?
Luke Lafreniere
I don't watch shows much. I have no idea.
Linus Sebastian
Like, it's crazy. Like it, for a long time there it was being propped up by like cable subscriptions essentially, but those are dying. So then now one of the worst.
Luke Lafreniere
Things about this stuff is that these types of services tend to kill shows really fast.
Linus Sebastian
Oh, I know. I just don't bother getting into a show anymore.
Luke Lafreniere
Yeah, like Big Bang Theory is still old tv. Like it's not. We're talking something that ran for a really long time and they got spin offs. I'd even argue wasn't, wasn't Breaking Bad old TV as well. I don't think Game of Thrones.
Linus Sebastian
Yeah, well, that was cable. That was, it was cable.
Luke Lafreniere
I thought that was like hbo.
Linus Sebastian
Yeah, it was hbo.
Luke Lafreniere
Oh, that was. See, I don't know do any of this. I'm not, I'm not a TV guy.
Linus Sebastian
Yeah, this is wild. So, so chats like, yes.
Luke Lafreniere
What type of shows does Warner Brothers.
Linus Sebastian
It's going to be Disney versus Netflix. Like, yeah, Amazon's going to be in there somewhere just because I don't know, they have enough money to buy the earth and all the heavens. Apple. Unless they, unless they just stop being interested in it.
I don't know. Apple's motivations in the whole traditional media space seems super hard to interpret at this point. Like they'll, they'll do these sort of vanity sort of crown jewel projects and stuff. And then.
I don't know, they don't really seem to go super mainstream because they're kind of locked down in terms of access to them and so they don't really get that much buzz. And then I, I don't know, they just seem to be kind of spinning their wheels over there.
Okay, so DC Comics is part of, part of Warner Brothers ip.
Luke Lafreniere
Really?
Linus Sebastian
Huh.
What else, what else is in there? I mean, Animaniacs, I assume. Harry Potter. Yeah, okay. Harry Potter's a big one.
I mean, honestly, Harry Potter is probably depending on how they play their cards, probably worth the cost of admission alone. Just in terms of how much people.
Luke Lafreniere
Watch the new stuff.
Linus Sebastian
Oh, dude, it's not, it's not even that. It's like the game.
Luke Lafreniere
Well, the game, yeah, that, that, whatever that game was sold like crazy.
Linus Sebastian
With that said, I want to talk about it. Like, I don't know what Rowling's take is though. So I, I don't know how, how profitable the Potter verse is compared to, you know, the ips that they own outright.
Luke Lafreniere
Clue.
Linus Sebastian
The LEGO film franchise, apparently, that's. I, I, I, I doubt that that's in perpetuity, though. Like, I'm sure the LEGO company gave themselves room to negotiate. Moving their IP to someone else if they really want to.
Luke Lafreniere
Feels like something.
Linus Sebastian
Lord of the Rings, though. Okay, but the Lord of the Rings one is complicated because Warner Brothers owns the rights to like, the Lord of the Rings. But then there was the whole thing with Amazon and the that like, Rings, where like, different parts of the timeline could maybe be licensed to someone else. And that whole thing was pretty complicated.
Luke Lafreniere
If they felt like completely redoing the Hobbit, that'd be pretty sick. One movie?
Linus Sebastian
Yes.
Luke Lafreniere
Of three?
Linus Sebastian
Yeah, that would be, that'd be amazing.
Luke Lafreniere
I'd be cool with just deleting that from memory.
Linus Sebastian
Oh, it was so bad.
Luke Lafreniere
That'd be totally fine.
Linus Sebastian
So bad.
Luke Lafreniere
Just one movie instead of three. Make it long. Have the extended edition be like four hours. Sure. But just. Yeah, the Lord of the Rings books, it was one movie per book. Hobbit is a shorter book.
Linus Sebastian
Toge Kibi says it's really weird because there's a UK publisher that can sell Harry Potter books in the UK and Europe, but not in the usa, because someone else owns the rights to sell it there. So who knows how this counts for J.K. rowling. That's actually a really good point. In like I, in IP ownership and licensing, you can end up with really convoluted structures. Yeah, because the whole thing is built up at a time when it's not worth anything in many cases. And then the whole multi. Billions and billions and billions of dollars empire thing comes later. So someone who got in early with a certain slice of rights might have negotiated a really good deal back when it wasn't worth anything. And that might end up needing to be grandfathered in and worked around so the whole thing can get super complicated. And look, Chat, your feelings on J.K. rowling are sort of irrelevant here because we're talking about money.
Luke Lafreniere
Yeah.
Linus Sebastian
And whether you like Harry Potter or you think he should have been a Slytherin or whatever. Right. Doesn't change that Money. Like, dude, Yvonne and I were. Yvonne and I were over in.
Luke Lafreniere
Okay, one sec. Lozearth or something in the flipping chat said WB had distribution for the big movies, but Amazon bought the entire IP from the Tolkien family.
Linus Sebastian
Okay, there you go then.
Luke Lafreniere
Assuming that's true, that that lays things.
Linus Sebastian
Out a little bit.
Anyway. Yeah. So we were, we were over in London last year, Yvonne and I and like we went to. We were just walking around and there was this entire like store that was just Harry Potter.
Luke Lafreniere
Yeah. It's a massive industry.
Linus Sebastian
We were at Disneyland and. Or was it Disneyland or Universal? I can't remember. Whichever one has that game.
Luke Lafreniere
I can't constantly can't remember.
Linus Sebastian
Legacy.
Luke Lafreniere
Yeah. It was one of the best selling games the year it came out. Just no one talked about it.
Linus Sebastian
Yeah.
Luke Lafreniere
But it sold like crazy.
Linus Sebastian
Sold like billio.
Luke Lafreniere
Yeah.
Linus Sebastian
So we're, we're just talking about how much they paid for this acquisition.
Luke Lafreniere
Yeah.
Linus Sebastian
And how much money they're likely to be able to make on it in the longer term. Netflix is going to.
Luke Lafreniere
Disney's. Someone said Netflix is worth to 2.5 times Disney. It's nuts. Yeah. Disney's just getting raked by everyone right now though. Like, and I said rake, just be clear.
Linus Sebastian
Didn't their last Pixar film just like.
Luke Lafreniere
Their, their, their thing forever has been kids stuff. Right. They get you interested at the beginning and then they keep you interested forever.
Linus Sebastian
But then the adults are super into like Disney stuff and Bluey is just dunking them.
Luke Lafreniere
Dude. On the, on the, like actually like kids shows end. Bluey is dunking on everybody. So yeah, Disney.
Feels like they're falling behind a little bit. Disney just announced that they are re showing Endgame in theaters.
Linus Sebastian
What?
Luke Lafreniere
That's wild.
Linus Sebastian
That's kind of sad. You know what's really, I don't hear.
Luke Lafreniere
Anyone talk about the Marvel movies anymore. Any of the new ones.
Linus Sebastian
Oh, dude, no. Well, who cares?
Luke Lafreniere
No one cares at all.
Linus Sebastian
Eternals just killed it for me.
Luke Lafreniere
I don't even know what that is.
Linus Sebastian
So bad. It was just unwatchable. Yeah, they. They tried to introduce like nine new characters.
Luke Lafreniere
Oh boy.
Linus Sebastian
None of it made any sense in like. And look, I'm not, I guarantee you I am not the most insufferable, but actually the canon person in your life. But I care. I care that you care enough to at least make an attempt to help me with my suspension of disbelief here. Like that's what I care about.
Luke Lafreniere
Lord of the Rings movies had a bunch of stuff happen in it that didn't happen in the books. But it felt truthful to the books. It felt honest to the books.
Linus Sebastian
And, and it was, it was, it was truthful to its own rules.
Luke Lafreniere
Yes.
Linus Sebastian
That it established.
Luke Lafreniere
Yeah, yeah, yeah.
Linus Sebastian
So the issue with Eternals is that it basically took everything that had happened up until that point, which included like Endgame and stuff. Like, like like, universe level annihilation. Sh. T. Right. And was like, yeah, these guys, they're so powerful that they could have prevented it all, but they were sleeping.
It's like, what are you even talking about? Like, that's so stupid.
Luke Lafreniere
That's just.
Linus Sebastian
Don't disrespect me like that.
Luke Lafreniere
There's different, like. Oh, man. Like, I. I've heard about the. The Witcher show. I never watched it, but I. I heard that it was like, very difficult to keep the showrunners, like, on Lore. Yeah, I've heard that about a bunch of different things.
Linus Sebastian
Well, it's because everyone has their own, like, ego, Right?
Luke Lafreniere
Yeah.
Linus Sebastian
And they want to put their own fingerprints.
Luke Lafreniere
But then with like, Lord of the Rings, you hear about how the cast and the director and everyone was like, would basically walk around set with the books.
Linus Sebastian
Yeah.
Luke Lafreniere
We're just like constantly be reading and try to figure out what their character would do in different scenarios.
Linus Sebastian
It's almost like you acquired the source material for a reason.
Luke Lafreniere
Yeah.
Linus Sebastian
Right.
Luke Lafreniere
And, like, you don't have to stick to it perfectly. It's a movie. You have to change some things to keep pace up and do all these other kinds of things. But as long as. As you're, like, trying to do it justice, it's a completely different scenario.
Linus Sebastian
And to be clear, there are cases. There are cases where dramatic changes can be made to the source IP and you can still end up with a great product. How to Train youn Dragon is the example I always come back to.
Luke Lafreniere
Yeah.
Linus Sebastian
Okay. Toothless in the how to Train youn Dragon novels. Okay. Toothless is like this big.
And at the very beginning, the humans and dragons coexist and the dragons are like. Like, basically have the role of, like, dogs in their. In their universe.
Luke Lafreniere
Wasn't it like the. The author, like, supported the changes or whatever?
Linus Sebastian
She. She was. Yeah, she helped.
Luke Lafreniere
Yeah. Which is like. That's also awesome.
Linus Sebastian
But how to train youn Dragon 1, which, other than the main character being named Hiccup and his dragon being named Toothless and his dad being named Stoic, like, other than names and that it was like Viking themed, has nothing to do with the first novel of how to Train youn Dragon. And it is a perfect movie. Literally perfect. I. I will. I will go on record saying, how to Train youn Dragon, the first animated film is a perfect movie.
Luke Lafreniere
It's unfortunate you have to say the first animated film.
Linus Sebastian
I know. It's tr. It's tough, isn't it? Yeah. It's a hard life. It's a hard Life.
Anyway, the point is that Kathleen Kennedy needs to go.
Luke Lafreniere
Yeah.
Linus Sebastian
How is she still? How is she still?
Luke Lafreniere
I have no idea, dude. So strange.
Linus Sebastian
She squandered, like, the world's most recognizable ip.
Luke Lafreniere
I genuinely think, like, that mentality is why Disney's dying. Like, that should have been. So the fact that the new Star wars series was allowed to be made, even sort of in the way that it was made, is. Is must be a. I don't even know if it's fair to say micro, but microcosm of why Disney's dying in general and the fact that that is still allowed to continue is like, yeah, you guys are just screwed like that. I don't know if leadership is just asleep or what's going on, but, like.
Linus Sebastian
Who does she have pictures of? And what animal are they fucking?
That's what I need to know.
Luke Lafreniere
I wish they could have heard the uncensored version of that.
I think that was probably funny anyways. But hearing that fully uncensored was great.
Oh, man.
Linus Sebastian
Jhcom says Mandalorian was great, though. I only watched the first season. It was great. Relative.
Luke Lafreniere
Yeah.
Linus Sebastian
To what we'd been getting.
Luke Lafreniere
Yeah, I. I completely agree. I enjoyed it.
Linus Sebastian
We were that desperate.
Luke Lafreniere
But a lot of watching it, I couldn't get the. I couldn't get the brain worm out. That was like. If the other stuff was, like, as good as it could have been, this would have been mediocre. I couldn't. I couldn't get that out of my head.
Linus Sebastian
D. Hollinger says Kathleen Kennedy pushed for Andor, which is. Is apparently good. I haven't watched it.
Luke Lafreniere
I've heard very good things about Andor.
Linus Sebastian
And apparently the issues with Rise of Skywalker are known to be pushed by Bob Iger, not Kathleen Kennedy. Well, then. Oh, my God, he's back too. She. What are they gonna do?
Luke Lafreniere
She overlooked the.
The renewed trilogy thing.
Linus Sebastian
Yeah, that was.
Luke Lafreniere
That's enough.
Linus Sebastian
That.
Luke Lafreniere
Yeah, I can appreciate that she's maybe, I don't know, done good things since then.
That should have never been allowed to happen in the first place.
Linus Sebastian
Who was responsible for solo story? Because that was. That was pretty bad.
Luke Lafreniere
I have no idea.
Linus Sebastian
All right, well, anyway, good luck, Netflix, with your new acquisition. I hope that you.
Are good to us consumers whose wallets you milk for profit.
Luke Lafreniere
Going to say, and they won't be.
Linus Sebastian
I know.
Luke Lafreniere
Which was, like, proven by the beginning of this topic.
Linus Sebastian
And, like, no more casting. I got to be honest with you. I don't cast. I use the native apps on everything.
Luke Lafreniere
That I don't like that statement that they said is super far from the truth. I think it's just convenient for them. That's the problem.
Linus Sebastian
Yeah. The timing. The timing does look very convenient, doesn't it?
Luke Lafreniere
Yeah.
Linus Sebastian
Aha. One of our discussion questions we did not talk about is what streaming service is worth paying for.
Luke Lafreniere
I don't pay for any of them.
Linus Sebastian
I'm. I'm gonna. You know what? YouTube Premium.
Luke Lafreniere
Okay, fair enough.
Linus Sebastian
I think YouTube Premium is worth it.
Luke Lafreniere
Is that a.
Linus Sebastian
It's a streaming service. You stream and it's a service.
Luke Lafreniere
Yeah.
Linus Sebastian
And it includes all the music you can eat.
Luke Lafreniere
Yeah, that part's pretty good. Like, I don't think I. Okay, so I agree with you. I think YouTube Premium is sick. I've been subscribed to it for many, many years. We gain from saying this in a way because if you watch our stuff with YouTube Premium, we get more money.
Linus Sebastian
Oh. We gain from it directly to the people who are watching right now.
Luke Lafreniere
Unless they're on full plane. Lol.
Linus Sebastian
But another quality streaming service.
Luke Lafreniere
But yeah, hell, I mean, yeah, there you go. That's that one worth.
Linus Sebastian
It is very subjective for that one though. I mean, yes, the worth is. Hey, like, there's the exclusives. We really appreciate you guys. We've got exclusives. You get early access to deals a couple times a year. But you know that.
Luke Lafreniere
But I'm not. We're not saying all of this.
Linus Sebastian
That's not really. It's not really a streaming service. It's more like a. It's more like a Patreon. It's more like an in house Patreon for content creator that you like. It's not because you don't subscribe to the service. You give a monthly payment to individual creators on Floatplate.
Luke Lafreniere
In that case, Sauce Plus.
Linus Sebastian
Yeah, okay. Sauce Plus.
Luke Lafreniere
You subscribe to the service.
Linus Sebastian
Pretty cool service.
Luke Lafreniere
There we go. But anyways, all of that isn't for personal benefit stuff. I don't subscribe to basically any of those platforms. And the reason why I don't is because I don't like not owning my stuff.
Linus Sebastian
Sure.
Luke Lafreniere
Floatplane. If the creator decides you can download.
Linus Sebastian
The content, I'm gonna be honest with you. I have a Netflix subscription and maybe this won't be a popular take with some people. I just shamelessly download any Netflix shows and I put them on my plex.
Luke Lafreniere
Yeah, cool.
Linus Sebastian
I pay my premium subscription every month. They are not getting their like viewer tracking from me, which is part of the value for them.
Luke Lafreniere
I thought their download thing like downloaded it into a like closed Version of the. Is there.
Linus Sebastian
Oh, I don't use that.
Luke Lafreniere
Okay, Got it. Yep. All right.
Linus Sebastian
Yeah.
Luke Lafreniere
Yeah.
Linus Sebastian
So I just, I shamelessly pirate the Netflix shows that I give them money for. So I just don't, I don't care at that point. And like, yeah, I know that I'm only subscribing to a license to watch them while I'm paying the subscription, but no, like that. That's the point where I'm just like, I'm good with it.
Luke Lafreniere
Yeah.
Linus Sebastian
Same for Amazon. I'll download an Amazon show without one moment's hesitation. I have a prime subscription. I'm not proud to have a prime subscription these days.
Luke Lafreniere
Yeah, sure.
Linus Sebastian
Like, honestly.
But sometimes it's. It's very convenient. I do go out of my way. I remember talking to you about this a while back. Before I buy something on Amazon, I will search and I'll try to find it elsewhere. Like, I needed to buy some rollerblade wheels.
Luke Lafreniere
I got. I got trapped.
Linus Sebastian
$80 in shipping to buy rollerblade wheels. But the craziest part is to get quality wheels on Amazon was like, impossible. Anyway. Yeah, so I did search both and I was just like, you know what? No. This is why I search other sites. Because I want a quality product and because I wanted to support someone other than Amazon. That shipping fact that I'm paying $80.
Luke Lafreniere
In shipping, did it come from Europe or something?
Linus Sebastian
No. Shipping is just really expensive for small businesses. That's something that a lot of people don't realize anymore because Amazon completely changed people's perception of what shipping costs.
Luke Lafreniere
Nuts. Yeah. It is crazy. I. I got, I got trapped. I had to buy something off Amazon recently. I, like, I'm not trying to project. You guys do whatever you want. I try to really, like, basically never shot from Amazon. There was a Christmas list thing and it included an item that is sold literally only on Amazon.
Linus Sebastian
Really?
Luke Lafreniere
You can't buy it directly from the company.
Linus Sebastian
Kindle.
Luke Lafreniere
You can't buy. It was a specific book. Oh, you can't buy it directly from the publisher or something. You can't do. No other bookstore had it. It was wild rare. I tried to buy it from like Indigo. They listed it on their site, but it was zero in any store and zero online.
Linus Sebastian
Huh.
Luke Lafreniere
So it was like, okay, neat. I just, I can't. I asked, like, I called a couple local bookstores. Nobody had it. I think it's just like not a super well known book.
Linus Sebastian
What? Is it a good book?
Luke Lafreniere
I have no idea. Not for me.
Linus Sebastian
Right?
Luke Lafreniere
Yeah. Not a single clue. Never Heard of it before, hopefully it was asked for.
But yeah. So I just. Amazon was the publisher. No, not quite, but yeah, I couldn't get anywhere else, so I was like, okay, well, that's enough.
Linus Sebastian
Yeah, he gave money to Daddy Bezos.
Luke Lafreniere
I did.
Linus Sebastian
He is now part of the solution to putting a penis rocket into orbit.
Luke Lafreniere
Not much of the solution, but you're part of it. But part of it.
Linus Sebastian
You're part of it. One of us. One of us.
Dan
Just the tip.
Luke Lafreniere
I didn't.
Exactly. I tried. I tried to, like, I don't know, I didn't want to make my little crusade against doing that.
Linus Sebastian
Break the bonds of Earth to touch the tip of God.
Luke Lafreniere
There's that, you know, that like the figures, but they like, reach past.
Linus Sebastian
Give a little tickle.
Luke Lafreniere
You know, humanity is truly lost when they. Not only. Not only are we, like, limp arming and not really trying, but instead we're reaching back. Yeah, we won't properly reach out to touch the. The hand, but you know. Yeah, wash it first.
Linus Sebastian
Oh, man. But late at night, a little light spooning after.
No, but you seem to really love Jesus.
Luke Lafreniere
You see, like the. I don't even remember who it is, but the. The guy, like just partially holding his hand out, like, enables private browsing.
Dan
All right.
Linus Sebastian
Anyways, we're supposed to explain merch messages. Hey, if you don't know what merch messages are, they're the way to interact with the WAN show. We do not want you guys just throwing money at your screen. We want to work for you to throw money at your screen. We want to give you something of value in return. And what did we come up with this week? Oh, boy, did we ever come up with something. Luke, do you want to fire up the site?
Luke Lafreniere
Sure.
Linus Sebastian
Oh, right. I was gonna explain. So if you're gonna throw money at your screen during the WAN show, you do it with a merch message. You add something to your cart. Here, I'll show you how to do it.
Luke Lafreniere
There's so much going on.
Linus Sebastian
You add something to your cart.
Luke Lafreniere
Sorry, one sec. There's just so much going on.
Linus Sebastian
And then you'll see the merch message interface. We are live. You can leave a merch message. It could look like whatever you want. Something like this. You set a color, you set whether you want to make your name appear, you want it to be anonymous. And then you go ahead and place your order for whatever it is that tickles your fancy.
Then it will go to producer Dan, who is. Who is joined today. It'll go to producer. Oh, sorry. I missed you there. Go ahead. Oh, no. I got you again.
There we go. It'll go to producer Dan, who will pop it up down here or reply to it or who will curate it for me and Luke to respond to. We're gonna show you what that looks like in a second. But first, let's talk about something you might want to pick up with your merch message. We just launched our Cats vs. Gamers collection and they are way too fun. Our new underwear prints are here with the pixel perfect set featuring a pixel perfect print, a solid turquoise and a cat paws pattern. Can you get me a close up on that? Yeah, look at all the little kitties. Can you maybe go closer, Luke? Maybe give it the old zoom. They got the paw prints and there's little kitties on computers. They're so cute.
We also have the game on set, which features a hold on a game on print, a solid black and a throwback arcade design. If you haven't tried our underwear yet, they are super comfy thanks to a modal rayon blend that is soft, silky, breathable and stretchy enough for all day wear. Thank goodness, because if you only wore your underwear for part of the day, you're too much of a chad. Just too much. You might as well just go commando full time. If it's that much of a concern that you just don't need your underwear all day, then why even bother? But that's not all. We're also launching matching onesies. I'm going back to your laptop.
Luke Lafreniere
Yep.
Linus Sebastian
How cute are those? They're made with a medal cotton fabric that feels like having a fully legitimate reason to stay in your pajamas all day. You can shop the Cats Gamers collection at LMG GG Cat gamer.
Oh, whoa. What?
Oh. We've got another big LTT store announcement. While the site's been buzzing with Black Friday, Cyber Monday and holiday loot drop shoppers, our mailbox has been buzzing too. We've been receiving your holiday loot drop mail in entries and some of them are interesting.
Luke Lafreniere
I have seen this.
Linus Sebastian
It says do not show the address, which totally makes sense.
Luke Lafreniere
I suggested we show this on the show.
Linus Sebastian
Hold on, I just got it.
Luke Lafreniere
Okay.
Linus Sebastian
There we go.
Luke Lafreniere
Are you able to bring that up? Dan, do you have the picture?
Why would you.
Linus Sebastian
Oh, yeah.
Wow, that is something.
Luke Lafreniere
So that was. That was one of the contest entries.
Which you now own, I think.
I think that's how that works.
Linus Sebastian
Oh, joy.
Luke Lafreniere
Oh, my goodness.
Linus Sebastian
That's right up there with weirdest things I've seen today.
Luke Lafreniere
Today. Yeah, I was Gonna say all time. It's honestly.
Linus Sebastian
Yeah. No, it's not the way it's not. Most of all, I've sent you worse things in the last week.
Luke Lafreniere
Yeah, actually. Yeah, yeah, yeah, yeah, yeah. It took me a second, but definitely.
Linus Sebastian
Wow.
I'm almost afraid to open this other one. This. Wait, this one I don't think has been open.
Luke Lafreniere
Oh.
Linus Sebastian
Oh, hold on. Oh, yeah, this is just. This is just the envelope for that. Okay.
Anyway, so for context, there was a way to enter the holiday loot drop with no purchase necessary. That's a legal requirement in Canada. See you later.
And so that was something that was sent to us. Okay, wow. Anyway, speaking of loot drops and deals, we're doing a few bonus deals before the year ends. Oh, cool. Is this. Is this, like, on. Is there somewhere you can go check in? Oh, LMG GG bundle up so you can go there.
For our US customers from now until December 17th. When you buy a commuter backpack, you'll get a free Elgato Stream Deck Mark 2 or Sennheiser 560s headphones, your choice. That's $150 plus of savings. Also, if you buy an LTT backpack, you'll get a SteelSeries Apex Pro tenkeyless keyboard for free. That's $179 of savings. There are a few more great bundles that you guys can check out here. We've got a CPU fidget spinner, plus Corsair Thunderbolt 3 dock for $99.99. All right, MCM starter solution, plus an M75 Air ultralight wireless gaming mouse for 80 bucks. We've got the WAN backpack with SteelSeries Arctis Nova 4X bundle for 249, which is basically getting those headphones for free. Global customers, bad news. Y' all really took advantage of our free shipping, so we don't really have any bundles. But what we do have is a bit more stock of our Retro Monitor Pet Cave. So we're running that for just $29.99. That is $40 of savings. We also have our MCM Essentials Kit, so our Magnetic Cable Management essentials kit for $80, which is $100 off. This is a great time to get into MCM. And we also have the Razer DeathAdder Essential in White for 20 bucks. That is over 50% off, so there's lots of value. Do you want to bring those up?
Luke Lafreniere
I've got a couple. There isn't a bundle page for it.
Linus Sebastian
Hold on, hold on. It's not a free Elgato stream. Decker Sennheiser headphone for the US site. It's a bundle price. Additional $50 only for the item. That's. That's a thing. So. Okay. Thanks, Artie. Cool. Good chat. Lots of value packed in there. Hope you snagged something cool for you or your friends and family. So, hold on. Oh, sorry. There you go.
Luke Lafreniere
It's just. It's not a collection.
Linus Sebastian
Wow.
Luke Lafreniere
We're really just selling just a mouse for 20 bucks. Wow.
Linus Sebastian
I mean, it's good price. What do you want?
Luke Lafreniere
Wow.
Linus Sebastian
Cool. Really good chat.
Luke Lafreniere
All right.
Linus Sebastian
Yep. Well, we had them for a bundle at some point, I think.
Luke Lafreniere
Okay.
Linus Sebastian
But right now we have mice.
Luke Lafreniere
Right. So neat.
Linus Sebastian
So, kitties, go get the mice, because we're doing the cats and gamers.
Luke Lafreniere
He's calling you all cats.
Linus Sebastian
Well, I mean, they're cool cats.
Luke Lafreniere
Oh, wow.
Linus Sebastian
They're.
They're so cool. They're five times cool. They're cat five. You know what? It doesn't matter.
Dan
We also hate Mondays.
Linus Sebastian
Yeah, it is Monday, right? I'm pretty sure it's Monday.
Dan
Been Monday for a decade.
Luke Lafreniere
It's been Monday for a decade.
Linus Sebastian
You're just describing your 30s, Dan. Oh, no.
Luke Lafreniere
How did you know I was 64? Oh, no.
Linus Sebastian
All right.
Dan
Do you want a couple merch messages?
Linus Sebastian
I do. I do. Hit me with a couple merch messages.
Dan
Okay. Linus, Luke or Dan, what is the benefit of using the Corsair Thunderbolt 3 dock over a USB C hub that has the same ports?
Linus Sebastian
Not much.
Actually. Hold on, hold on, hold on. Thunderbolt can do.
Luke Lafreniere
It is a little different.
Linus Sebastian
Yeah. So Thunderbolt can daisy chain, which is pretty cool. Thunderbolt can have more bandwidth available to it, which is also pretty cool.
I'm not 100% sure. Which is that a Thunderbolt 3 dock. I think it's Thunderbolt 3. So I don't know if it supports the. The. Like the. The boosted.
Downstream. Upstream. Whichever stream is out of the computer to run more monitors. But that is a benefit of Thunderbolt. Thunderbolt is also connected to PCIe, so you can connect devices that require Thunderbolt rather than ones that run through just a USB controller. So running things like EGPUs, for instance. Now, it is worth noting that that's not super relevant for hub use because you wouldn't want to run an EGPU at the end of a Thunderbolt daisy chain because it's not going to get the full bandwidth. You're not going to get the full benefit. But Thunderbolt and USB 4 are not quite the same thing as Just a USB c. USB 3 port. They. They do have some special functionality.
Luke Lafreniere
Yeah, it is nicer. I don't know if you'll end up using the benefits, but I mean, if you're buying. Holy. This dock is worth a lot of money. My goodness. What the heck?
Of course there's site. It's.
Linus Sebastian
Yeah, but that's. Let's be real.
Luke Lafreniere
It's out of stock. So is that just like.
Linus Sebastian
That's pricing that was just never updated after this was EOL'd? Probably.
Luke Lafreniere
It was YOL'd. OK.
Linus Sebastian
Okay. Yeah.
Luke Lafreniere
So they were trying to flip the rest of their stock.
Linus Sebastian
So to be clear, it's worth somewhere in between zero dollars and that much.
Luke Lafreniere
But it's just a lot for a dock.
Linus Sebastian
But it's a nice thunderbolt.
Luke Lafreniere
I'm not saying like, oh my God, you're getting a crazy deal. I'm just saying it's a lot for a dock. Bad docs. I don't know if this dock is necessarily good or not, but bad docs can be really annoying. I'll say that much.
Linus Sebastian
Yep. Yeah. This one. This one seems fine. We've actually bundled this dock before and we've had perfectly good feedback on. It's a cromulent Thunderbolt doc.
Luke Lafreniere
Nice.
Dan
Right?
Linus Sebastian
Is there no bundles for the global site? So this is the whole thing. You know how our certain customers in certain regions have asked us many times very calmly and quietly, why do you not have a distribution center in our region to lower our shipping costs? It's because there is a lot of cost and a lot of overhead involved in having multiple distribution centers and a lot of just administrative burden. And this is one of the things that I'm talking about because absolutely nailing your stock distribution when you order in is practically impossible. That thing that he just said.
Luke Lafreniere
And you guys had a better deal. Realistically during the Black Friday sales, where it was $100 threshold, but it was $100 threshold for the Canadian site or the American site.
Linus Sebastian
Yeah.
Luke Lafreniere
Meaning the American site's threshold for three free shipping was effectively US$100. Yeah. Versus 100 Canadian dollars, which is very different.
Linus Sebastian
So what we discovered was that.
Global sales go brrrr.
Luke Lafreniere
When there's free shipping.
Linus Sebastian
When there's free shipping at such a low threshold. I don't know that we will do a low threshold like that again because the global site vastly outperformed our. Our expectations for the mix compared to the US Site. I think it's also a factor that the US market is a little bit challenging right now. I've Heard. I've heard scuttlebutt that it was a relatively slow Black Friday period in the US this year, which totally makes sense.
Luke Lafreniere
Given that I've heard that there was less sales volume, but technically more sales dollars.
Linus Sebastian
Our margin was higher.
Luke Lafreniere
Yes. It sounds like margins are up. Overall sales volume is down.
Linus Sebastian
It's almost like.
That we've been talking about for the last little while are just kind of true.
Luke Lafreniere
Yep.
Linus Sebastian
Where it's a. It's a small slice of the American consumer.
Luke Lafreniere
And that small slice isn't gonna care as much about the, like, you know, stampede over each other and have deaths trying to get into Best Buy type of sales.
Linus Sebastian
They're just gonna buy luxury stuff that they want.
Luke Lafreniere
Yes. At. And they might have just been waiting. I don't know. A good deal's cool, but, like, yeah, it's not the same. We don't have the same level of Black Fridays that we used to.
Dan
To have.
Luke Lafreniere
It's just. It's kind of a fact.
Linus Sebastian
Oh, speaking of, there was a cool little piece of news that I'm not sure if it. Yeah. Oh. Oh, this is so sick. New York introduces a new algorithmic pricing act. We never did any merch messages, Dan.
Luke Lafreniere
What?
Dan
You did one.
Luke Lafreniere
We did one.
Linus Sebastian
Did we? Oh, okay. Cool. All right, sure. Let's. Let's move on. We'll do more merch messages. We'll do more later. New York Attorney General Letitia James has issued a statewide consumer alert following the rollout of the Algorithmic Pricing Disclosure act, which is now in effect. The law requires most businesses using algorithmic or surveillance pricing to clearly disclose when a price is being set using a customer's personal data. Companies that fail to do so can face penalties of $1,000 per violation.
Luke Lafreniere
Awesome.
Linus Sebastian
This is awesome. Very cool based, even.
Luke Lafreniere
Yes.
Linus Sebastian
Algorithmic pricing systems, if you're not familiar with them, adjust prices based on factors like location, income, browsing behavior, and past purchases, meaning that two customers may be charged different amounts for exactly the same product. The Attorney General is urging New Yorkers to compare prices across devices, accounts, and locations. Hey, now's a perfect time to shout out our VPN partner pia. You'll find a link to them down below and file complaints if disclosures are missing. Affected businesses are now required to display the statement. This price was set by an algorithm using your personal data. This is a step in the right direction.
Or hear me out. What if we just don't have algorithmic pricing?
Luke Lafreniere
Okay.
Linus Sebastian
Could we make our way? Could we make our way there?
Luke Lafreniere
Would geographically set pricing count as that because are they pulling in your location? Does that count as that? Because that has often been praised.
Linus Sebastian
Yeah, no. Well, hold on. Yada. Yeah, hold on. Let's back up, let's back up a second here. There's always, there's always unintended consequences and the last thing that I want is for someone from Turkmenistan to all of a sudden not be able to afford any of the services they use because they have to like pay in US dollars or whatever. That's not, that is not what I want.
Okay.
Luke Lafreniere
And I don't think it's quite as simple as just setting, you know, having a different domain that is just like cheaper because then everyone buy it, just use it. So you need to grab some amount of that stuff.
Linus Sebastian
Okay, okay. But, but okay. But it's clear that there's elements of algorithmic pricing that they just shouldn't be using. Why do you need my income?
Luke Lafreniere
Yeah, and they do that.
Linus Sebastian
Yeah. You don't need that.
Luke Lafreniere
Yeah.
Linus Sebastian
To set a price. The price should be the price.
Oh man.
Luke Lafreniere
We'll see. We'll see how it goes. In general, seems like a cool idea.
Linus Sebastian
Yeah. I mean at least if nothing else, this is, this is a start. This is awareness.
Luke Lafreniere
Yeah.
Linus Sebastian
Raising awareness for how your data is being used.
Luke Lafreniere
I'm just, I'm just worried that if it ends up on literally everything or not quite. Okay, not quite literally everything, but close to everything. I'm a little bit worried that people will just become numb to it because it's on everything. Because it also includes geos. Yes. I'm worried. I would like this to really go after things like where it's taking in your income or how frantic you might be for trying to book a flight or knowing because of email scraping or some junk like that or data sharing that there's a funeral that you have to go to so you're probably not going to miss that flight so they can upcharge you. Whatever. This is a thing that they do.
I would like it to be able to focus on stuff like that. I would like the threshold to be a little bit up.
Just so that we don't become desensitized like as you said we a lot of people have with cookies.
Linus Sebastian
The Wudo of Watt in floatplane chat says how the can they even know about my income? Well, that's why I think this is so based because all of a sudden it's gonna make you ask that and there's so many ways, like I don't know how careful you are about the way that you post online. Maybe, maybe you're super careful. But something as simple credit cards like.
Luke Lafreniere
You might sell your data uploading.
Linus Sebastian
Well, okay, that too but okay, let's.
Luke Lafreniere
And your bank and your insurance company and everything else.
Linus Sebastian
I mean yeah, credit score would be one.
Luke Lafreniere
That company that you used to send out RSVPs for your wedding might sell that data. So people can tell. These sites can tell if you're going to a wedding or not. There's like that type of stuff all over the place.
Yeah, your data has value. You all know that your data has value. But this is one of the ways that your data has value and we.
Linus Sebastian
Can even quantify it. We can actually quantify how much value your data has by just looking at products that have an ad supported version and then have a. No, you just pay for this version or like a data supported version rather. So like Facebook for instance has in the, in the EU they have paid versions of their accounts so you can quantify like exactly how much the average person's data is worth. I mean we saw with the, with the, was it the meta quest 2 or the 1 was the first one that had a non Facebook account version that was like double the price or whatever. It worked out to like the, the ad subsidy that goes into products is more than you would. More than most people would think.
Luke Lafreniere
Yeah, I think, I mean there's, there's that classic story people in full bladder pointed out. But we've talked about this on way show before. Target figured out that a girl was pregnant before like a high school aged girl was pregnant before her dad did.
Linus Sebastian
Really?
Luke Lafreniere
Yeah, because of like shopping habits and credit card spending and stuff.
Linus Sebastian
I mean was it as simple as like buying pregnancy tests or.
Luke Lafreniere
Don't. Well that doesn't say that you're pregnant, right? I mean if you bought like five it might.
Linus Sebastian
Yikes.
Luke Lafreniere
But I'm not sure exactly what it was but something along those lines.
Linus Sebastian
Funkyshark88 says. And yet companies floated by just fine.
Luke Lafreniere
Without the need to supplements and vitamins.
Linus Sebastian
Apparently in decades gone by.
Yeah.
Yeah, yeah, they did. I mean I makes.
Luke Lafreniere
I remembered it being before she knew herself as well, but I just looked it up and everything says it was her dad. So I think we're, I think we're.
Linus Sebastian
Just remembering correctly Mandela affecting ourselves. I think so, yeah. I don't know. LTT store manages to exist just fine without selling company or company without selling customer data.
I don't really, I don't really see why this has to be done either. There are industries that I do understand why they've moved that way. I don't like it. I hate it. In fact, the airline industry is one for instance that has.
Been under a lot of self imposed pressure to, to grow in volume and therefore has made a lot of questionable decisions to, to maintain profits.
Like I don't know, it's. I was talking to Yvonne about this the other day. Like when we were kids, both of us like our families growing up, we had like two vacations our entire childhoods that were like fly somewhere or three. I think, I think I was, I was at three and like, I don't know, talking to other parents at the school. Man, there's families that like go somewhere every year. Like they fly somewhere every year. Yeah, and.
Luke Lafreniere
Yeah, that wasn't us either.
Linus Sebastian
Yeah, that like, wasn't that. I don't think that was a thing when we were kids.
Luke Lafreniere
Yeah, I don't think so.
Linus Sebastian
And so in order to. And so coming back to what I was saying about how when you build the capacity you like kind of have to use it. So if the, if the value of the seat goes down, then you have to squeeze other places in order to maintain your profit. I think they've done to themselves this race to zero.
Luke Lafreniere
Dude. I was at the. This is only tangentially related but I was at the airport LAX and my gate. So from. From security all the way through to the end the of. Of the walkable area. I checked every single store that sold bottles of water. Every single one of them only had the really expensive like fancy like path or whatever. Like the, the metal bottles or Fiji. No, not even.
Linus Sebastian
What really?
Luke Lafreniere
They only had metal bottles. There literally wasn't a single like cheaper plastic bottle thing. And these are like really expensive, like more expensive than all of the other drinks there bottles of water. And it was every single store in the entire whatever you want to wing or whatever it's called.
It was brutal. It was really brutal.
Linus Sebastian
I'm trying to find a picture right.
Luke Lafreniere
Water. You were just screwed.
Linus Sebastian
I took a picture of a sandwich that I refused to buy on a recent trip because I was just so.
Luke Lafreniere
I was like, like offended by the price.
Linus Sebastian
Legitimately so upset by the price of it that on my way out of the store I like made a comment to another customer just, just because I needed someone to talk to about how ludicrous this price was. I don't know if I'm gonna be able to find it, but.
I was just like, I would rather look and I'm not gonna pretend. Let's make this abundantly clear. I'm not gonna pretend That I couldn't afford to buy it. I could, but I wouldn't.
Luke Lafreniere
People in Full Plane Chat are talking about how there was a.
Linus Sebastian
Here it is.
Luke Lafreniere
There's a dude who bought something in cash at Walmart and he got an email later on asking to review it.
Because he used like biometric camera data stuff.
Linus Sebastian
Oh my God. Yeah, shoot. Did I not?
I didn't.
Luke Lafreniere
There's a class action lawsuit from 2022 of Walmart collecting, storing and using customer biometric data.
Linus Sebastian
Dan, I'm gonna send this to you. It wasn't a sandwich. I misremembered it and unfortunately I didn't write down the price. What I do know was that it was over US$10.
Luke Lafreniere
Yeah. Someone in Full Paint chat said now that Walmart cash transaction is bs. Yeah, I can't find like real facts on it. I just found like someone's like selfie video. I don't know.
Linus Sebastian
Okay, Dan, throw this up.
Luke Lafreniere
Doesn't necessarily mean much.
Linus Sebastian
So by the time I converted to Canadian, I was basically going to be like eating quarters essentially. So what do you guys what it came out to?
Luke Lafreniere
A carrot?
Linus Sebastian
Yeah. You've got some carrots? Yeah, some cucumber, a little bit of ranch dressing. So this was at Sea Tac Seattle Airport and I just, I just, I wanted some, I wanted like some vegetables because when you travel I don't know what it is, but I just, I have a hard time finding like.
Luke Lafreniere
No, I absolutely agree because you're always.
Linus Sebastian
Eating out and like when I was.
Luke Lafreniere
At defcon, I tried to stop at a little corner store to get some, a little like fruit and vegetables little thing. Because I was like, oh my God, it's just garbage everywhere basically. Yeah. And the cashier warned me. He was like, you probably don't want to buy that. I was like, why? And he's like, like, because there's no pricing on really anything. He's like, I don't remember what it was, but it was something like. I was actually somewhat stunned at how. I don't remember how much it was. I wish I did. But he, I was, I like thanked him and put it back and was like, yeah, I mean, yeah, that is too much.
Linus Sebastian
I refused to buy it. Just like, I'm not going to like, I've never really been able to get, get over the like, how much? Because I, I don't know. I don't know. I just have a busy brain and so I'm always doing the math of like how much per. When I'm, when I'm doing something. Sure. So, like, paintball, I, I really, I really struggled when I played at, like, the commercial fields because I'd be like, nickel, nickel, nickel.
Quarter.
Luke Lafreniere
Dollar, dollar. Yeah. You know, I missed all of those. It cost me a dollar to do nothing.
Linus Sebastian
Yeah.
Luke Lafreniere
Like, I just cost me a dollar to give my position away. Yeah, right.
Linus Sebastian
Exactly. What a terrible value.
And so I, I, I don't, I.
Luke Lafreniere
Then you get mad at the other people because it, like, it cost me $3 to cover you and you just ran out and open. Got shot. Yeah.
Linus Sebastian
Way to go.
Luke Lafreniere
Yeah.
Linus Sebastian
I mean, I wasn't that toxic about it, but it's just, it's something that's in the back of my mind. It's distracting. Whereas when I, when I just play like, woods ball, like outlaw ball, then it's like, whatever, Right. You just, you bring it an entire case of paint and you're down to like, you know, a penny or two for, for each round.
Luke Lafreniere
Easier to ignore.
Linus Sebastian
Yeah. It's easier to not have to think about. I just don't want to have to think about it. You know, I want to enjoy the game and I can't enjoy that veggie platter when I'm going, how much was it?
Luke Lafreniere
Sorry, quarter.
Linus Sebastian
You know, I, it was, it was like 9 or 10 US or something like that. It was like 15 bucks Canadian by the time I converted it. I just, it's just offensive. Yeah, just. Or 14 or 13 or something like that. Just, just offensive. Jhcom asks, how about fireworks? Honestly, exactly the same thing. I love fireworks. They're so cool. And we, in my children's lifetime, they have had a home fireworks display, a modest one, very small one time so that they can remember that we did fireworks one time. It's also like a major pain in the butt because of all the regulations around fireworks here now.
Luke Lafreniere
Yeah.
Linus Sebastian
And also the cost. So it's a pain in the butt and it's expensive. We did it one time and hopefully they remember it because I don't think we're going to do it again because it was like $200 and we burned through all of it in like, I don't know, 15 minutes or something like that. It was like the, the lowest, the lowest value per hour thing that we probably did that year or the highest value per hour thing we did that year.
Luke Lafreniere
And there's, there's a, like, kind of block party thing that happens for Halloween somewhere that I know, and they're in like a bib. It's not actually a cull this hack, but it's a Little like kind of loop thing and they fire off fireworks like basically all night. Like they start at like, I don't know, probably six or seven and they go until probably at least 11. And it's not.
It'S not extremely high rate, but it is constant. And I have thought before of like, dang, I think there's probably a few people contributing to this, but dang, like you said, 15 minutes is. Nah.
Linus Sebastian
And you're literally burning money and exploding it.
Luke Lafreniere
Yeah, exploding it.
Linus Sebastian
Thank you for that.
Did we, did we start a topic?
Luke Lafreniere
What are we.
Dan
I don't know. I was going to ask.
Luke Lafreniere
Well, I think, I think that was algorithmic pricing.
Linus Sebastian
You know what else else has exploded is Intel's GPU market share.
Luke Lafreniere
Let's go.
Linus Sebastian
According to TechSpot and John Petty Research, Q3 saw both AMD and Intel expand their shares of the discrete GPU market, with amd increasing to 7%.
And intel reaching a milestone 1%.
Yeah, Dan's getting in on the action.
Luke Lafreniere
It might be rounded up. It might be like 0.6. Listen, I don't know but, but not being zero is cool because we need competition. It might not be a card for you now, but it might be in the future. And that's the cool part.
Linus Sebastian
Nvidia meanwhile, has suffered a drop in their market share to 92%.
Luke Lafreniere
Oh no.
Linus Sebastian
Oh no.
Luke Lafreniere
Poor Nvidia.
Linus Sebastian
Whatever. However, will Jensen afford his leather jackets now?
Luke Lafreniere
He probably doesn't even want that 92%. He probably just feels obligated at this point.
Linus Sebastian
Well, everyone expects this of me. Yeah, I saw, I saw an interview of him recently that he's like, yeah, I work seven days a week because I fear bankruptcy. I mean, if I was, if I was at the, the sort of arrow tip of a bubble headed towards the popping of a bubble, I'd probably be worried about that too. But I don't think bankruptcy is ever going to be a concern, Mr. Huang.
I think that it's more just like not being, you know, one of the like handful of richest people in the world is, is at stake here. Yeah, any who. Data center GPU board sales are up an average of 145.5% compared to Q2. So, so those are doing fine, just fine. And Nvidia's market share in that space might be even higher. I remember chatting with the guys at SFU and they wouldn't confirm this. I'm not going to put any words in their mouths, okay? But my speculation.
They had one machine with AMD instinct in it. 1. And my speculation as to why they had that one machine. Because at that point you might think, why bother? Right?
Luke Lafreniere
Yeah.
Linus Sebastian
My speculation was so that you can point at that one. That in the background you're kind of beavering away, seeing if you can do stuff on. And so you can make a little bit of progress on that. So that whenever it's time to buy the real GPUs you actually want, you can point at that and go, okay, but we could also run it on this. So make sure that your price is competitive with this. That's as far as I can tell, the only reason they even have it, because they're doing all the real work. As far as I can tell, they wouldn't confirm this on Nvidia.
Luke Lafreniere
Dang.
Linus Sebastian
But hey, this ties in nicely to AMD's winning somewhere. To our next topic, which is, can you buy an intel arc B580 for MSRP? The answer is yes. You can even get an Intel Holiday Bundle with purchase, limited offer. What is the Intel Holiday Bundle? Let's find out.
Luke Lafreniere
Well, the same as last time.
Linus Sebastian
Where is it? What's the. What's the Holiday Bundle?
Luke Lafreniere
Just click on it, you butts. Can you click on it?
Linus Sebastian
No, I can't. I'm trying to click on it.
Luke Lafreniere
No, not there. The. Down a little bit below the blue box right here.
Linus Sebastian
Oh, into holiday. It's a Battlefield 6.
Luke Lafreniere
A bunch of stuff.
Linus Sebastian
Oh, you can get one of four games. Okay, cool. Dying like the Beast, Assassin's Creed, Shadow Civ 7 and Battlefield 6.
Luke Lafreniere
What are the other things?
Linus Sebastian
It's live. This is the promo end date, January 31, 2026.
Luke Lafreniere
Let's go pick those games, bonus content, whatever.
Linus Sebastian
Who cares about any of this?
Luke Lafreniere
It's in game garbage.
Linus Sebastian
Yeah, don't worry about it. But this, you can pick one of these.
Luke Lafreniere
Nice.
Linus Sebastian
That's pretty cool. Intel Holiday Bundle.
Luke Lafreniere
I think this is the same. Yeah, but they had before a bit.
Linus Sebastian
Yeah. It's. So it's back.
Luke Lafreniere
Well, no, if you look at the dates, it was. Maybe they just pulled it off the site.
Linus Sebastian
They might have run out of coupons or something. Because, you know, intel, like, has to pay for this, right?
Luke Lafreniere
Yeah, yeah.
Linus Sebastian
That's the thing a lot. Gamers might not necessarily have realized back in the day. Like, I remember having to admin these programs. When we sell a GeForce GPU or Radeon GPU or whatever, and you get a. You get like a coupon with a Metro Exodus or, you know, whatever Metro 2033 code or whatever is that like, they buy copies of the games so you can like run out of how many they bought. So they may have run short, they may have restocked. I don't know. Because I remember we did this one week and it was running in Canada and it like wasn't running on Newegg or something, so. Oh, right. What's our affiliate code? Just in case. Does anyone remember? I don't remember.
Luke Lafreniere
Jawa Juice in Full Plane Chat said, pro tip, don't pick civ 7 budan. And full plane chat said 0 of 10 game. I would also throw my hat in the ring. As a genuinely lifelong Civ fan, I would avoid it, at least for now.
Linus Sebastian
My brother told me it sucks, dude. Big Civ guy.
Luke Lafreniere
Not. Not good.
Linus Sebastian
Okay?
Dan
If Sean says it's bad, then it's bad.
Luke Lafreniere
They need. Oh, that's true. He's got like 10,000 hours in civ. Got so high that in Steam it rolled over and he went back down to zero and then kept going up. And he does not like Civ 7, huh?
Linus Sebastian
Yeah.
Dan
It doesn't display five digits.
Linus Sebastian
My brother was like, super not into that. You're that you, like, can't just stay Genghis Khan the whole time.
Luke Lafreniere
I knew exactly what he was going to say because that is garbage.
Dan
I also don't.
Luke Lafreniere
By that decision, I think they got.
Dan
Rid of one more turn as well. So it just kind of ends. Like, you can't just keep.
Luke Lafreniere
I didn't even know that part because I played exactly one campaign and when it ended, I quit immediately because I committed to doing it one time. And then, wow, there were so many fundamental bad. This was the first. Every time, you know, Civ comes out and when you first get it, it's not going to be that great. And then the expansions tend to make it really good. That's what it happens, like every time. Civ 7. I don't think they can save it. I think it is fundamentally, like, flawed as a game.
Which sucks because there are a couple good ideas.
Linus Sebastian
It's lmg, gg, slash, Newegg. If you guys want to pick up a B580, that makes sense.
Luke Lafreniere
That's pretty easy. We should remember.
Linus Sebastian
I know. I keep forgetting.
Luke Lafreniere
Me too.
Linus Sebastian
Anyway, the point is you can pick up an Onyx Lumi Arc B580, 12 gig. Remember 12 gigs. Vram. That's going to matter. $249.99. It is worth noting that these are a gen 4x8 interface. So if you do not have a gen 4 board and it doesn't support rebar, I would not recommend a B580 because if you have a Gen 3 board, you'll only be getting gen 4x4 equivalent bandwidth. And it's. That's where you start maybe running into a little bit of trouble. And if you don't have rebar, you're going to have a pretty bad time. Resizable bar. Just check your bio, make sure it supports it. You can also get an ASRock challenger arc that also qualifies for the Holiday bundle. So you can get Battlefield 6 or some other games, but probably Battlefield 6. You can also get the Intel First Party Card for $249.99 that also has a holiday bundle. Lots and lots of Options for ARC B580s for $249.99 MSRP. Seriously though.
Now is the time. Because DRAM price increases are going to impact everything that has a DRAM chip in it, and that includes GPUs. I think the new year is going to be a serious hangover for GPU sales when pricing starts to increase. Again.
Luke Lafreniere
Just for point of clarification, I don't know what matters that much. We're not a game review thing, but whatever. Jabba Juice said you can keep the lead, but the civ changes. So you could still play as Genghis Khan, but you become the leader of a different civilization. That does sound correct.
Linus Sebastian
That's even dumber.
Luke Lafreniere
It's very stupid.
Linus Sebastian
Sorry I haven't played it. So I was just going based on my brother. We went to visit him a little while back and he was just like going off about like, what a piece.
Luke Lafreniere
Of it also like wipes all your troops and like spawns new ones and stuff when the like age changes. It's very, very weird. It's super, super weird.
Linus Sebastian
I haven't like really played a CIV game since Civ 2, so yeah, they've.
Luke Lafreniere
All operated on the same kind of idea.
Linus Sebastian
I just know the whole time that Great Wall of China early is OP so that nobody can start a war with you. Then you go get Leonardo's Workshop so that all your crap garbage tier phalanxes or whatever that you build will become like riflemen. And then you, you go hard into science and then you win.
That's all.
Luke Lafreniere
I know things have changed a little bit since.
Linus Sebastian
There you go.
Luke Lafreniere
But yeah, this was like the biggest change, I would say.
In the Civ line was CIV7. And a lot of the change, some of the change was kind of cool. A lot of the change was really bad.
Linus Sebastian
Java says. But hey, you can sail through rivers. So it's all worth it.
Luke Lafreniere
It.
Linus Sebastian
All right.
Luke Lafreniere
That part is kind of neat.
Linus Sebastian
All right, cool. Yeah. I mean, I could see that being.
Luke Lafreniere
Not worth the downsides.
Linus Sebastian
I could do that being kind of at all. Cool. That'd be cool. I mean, you can. You can sail in rivers, right? Yeah.
Luke Lafreniere
I. I was very frustrated, but it is what it is.
Linus Sebastian
Oops. Oh, shoot. I just. Man. What's the. Open up. The last tab I closed. I always forget.
Luke Lafreniere
They need Luigi back, dude. They need. I. That was. I forgot, though. That was my conclusion. But it was. They need Luigi back like.
Linus Sebastian
Like that Luigi. Yeah, that's right.
Luke Lafreniere
He worked on Civ and he did UX. I mean, and the UX and Civ 7 is really bad.
Linus Sebastian
He could. He could do UX design from prison. Right.
Luke Lafreniere
They should let him do that. It might help. It might save that company if there was a Luigi expansion to.
Linus Sebastian
Yeah, like, if he. If he kills one company but saves another.
Does he go Net neutral? Does it work that way?
Luke Lafreniere
Does he come out in the wash? I think in this case, he's definitely in a positive.
Linus Sebastian
I am not taking a stance on that.
Luke Lafreniere
That's fine.
Anyways, yeah, let him. Let him work from prison.
Linus Sebastian
Let him fix one of these little.
Luke Lafreniere
Fix Civic. That'd be awesome. It sounds a lot like 6, 7. The kids will get behind it.
Dan
Yeah.
Linus Sebastian
Yeah. I mean, wow. Yeah.
Luke Lafreniere
We can move on.
Linus Sebastian
All right, cool. Yeah, that's probably good. How is his case going anyway? I'm sure the kids are keeping up with it, hopefully. Well, wow. That's crazy. He's actually the first autocomplete for Luigi. Not like, you know, that Luigi.
Here. Yeah. Update. Update is one of my autocompletes. Okay. Pretrial hearing postponed due to illness. Okay. So that's the.
Oh. Video shows Luigi saying he didn't want to talk. Police kept asking questions. Mmm. Interesting.
Luke Lafreniere
I think that's how that goes.
Linus Sebastian
Yeah.
Luke Lafreniere
I think that's pretty normal.
Linus Sebastian
But if they can make the argument that he was, like, coerced in some way and that violated his. His rights or whatever, then, I mean, we all know that it's at this point or not at this point. We all know that in many cases, it's not about whether the person did it.
Luke Lafreniere
Oh, yeah, yeah.
Linus Sebastian
It's about whether they can find a loophole. Right.
Luke Lafreniere
Judicial, not justice.
Linus Sebastian
Yeah. You know the. The glove defense.
Luke Lafreniere
Yeah.
Anyways, Ayaneo's next two has a massive battery.
Linus Sebastian
This is hilarious.
Luke Lafreniere
Ayaneo, who are known for making Windows handheld gaming devices, announced their next two, powered by the AMD Ryzen AI Max Plus 395, which is a really long name and draws 85 watts. Features a 9.066-inch screen, 165Hz, 2400 by 1504 OLED screen. And probably the craziest spec is the 115 watt hour battery that is literally.
Linus Sebastian
So big that I'm pretty sure you're not allowed to take it on a plane.
Luke Lafreniere
This battery size means that most airlines will require approval in order to allow that device to be brought on as a checked. Oh well, you don't put batteries in your checked anyways.
Linus Sebastian
No, forget checked. I don't think you could even bring.
Luke Lafreniere
This says checked item. I'm pretty sure they mean cabin item. There is no pricing yet or full spec sheet, but ianio stated that they will reveal more soon.
Linus Sebastian
Oh, sorry about that. I can, I can turn that off.
Sorry. Yeah, it is a unified doorbell. Don't worry about it.
Dan
That's one of the reasons my, my laptop has two batteries in it instead of one giant battery. Because two batteries is not one battery and therefore it is below the limit you can take on a plane.
Luke Lafreniere
If you total all the battery banks that I carry in my bag, I'm way above.
Dan
Oh yeah. So if they had put two giant batteries in it, you would be fine.
Linus Sebastian
But it's not, it's not about that, it's about how much energy is in like that one. It's like, it's, it's kind of like you could bring, you know, a hundred firecrackers in your car. But one grenade is a bigger problem, if that makes sense. Is, is like, it is a function of just like how much energy and.
Luke Lafreniere
Stuff will set off lithium ion batteries really fast. But does, does another thing on fire.
Linus Sebastian
I believe it doesn't help. Yeah, yeah, because it's, it's, it's reaching the thermal runaway point is where you, where you run into trouble.
Another. Oh shoot. I was thinking there was something I was gonna say too about. Oh yeah, another major factor that I didn't think about until I had to research this because I got my battery bank confiscated on that last trip to China. But the actual state of charge matters a bunch, which makes sense.
Luke Lafreniere
Yeah, it does.
Linus Sebastian
If you think about it.
Luke Lafreniere
I'm surprised they're willing to even bother.
Linus Sebastian
No, no, they're not. But I just, I was, I was just learning about it.
Luke Lafreniere
I understand.
Linus Sebastian
And I didn't realize that it's way safer to travel with your batteries discharged, which totally, totally makes Sense it does because there's like way less energy in it. Yeah, but I just. I never thought about that before. Yeah, me either. Yeah.
Luke Lafreniere
You said something Dan. Full plane announce.
Dan
Oh yeah, you're going to do.
Luke Lafreniere
I think we already did that.
Linus Sebastian
I think. I think we did that. It's just funny. It has a giant battery in it so you can't take it on the plane. Unless you had a gamer plane. Then maybe you could.
Luke Lafreniere
Wow, you could.
Linus Sebastian
Then you could. Because the only justification you'd need is so that I can game. I'm going to game hard and long.
Luke Lafreniere
And fast and fast.
Linus Sebastian
And strong because my. My poor forearms. I've been. I've been using the GPD win 5 lately and I have found that it actually makes me want to game less.
Luke Lafreniere
How much does it weigh inside of it?
Dan
It's like a good couple pounds.
Linus Sebastian
GPD Win five. Wait, let's see what the AI says. Varies depending on whether the external battery is attached with the external. The total weight is about a kilo. Yeah. Just over £2 according to AI. But that does sound about right. It's redonkulous. Like I actually find myself because I'm. I'm supposed to be using it for a review and I might just give up because I. I go to my nightstand and I have my original rog ally with the battery mod. So it's already a bit on the heavier side because I did the like the modded bigger battery. I. I have not upgraded to the X. I.
Luke Lafreniere
You just not care.
Linus Sebastian
Yeah, yeah, it's faster. But when I like if. When I finally play Claire Obscure or something, then I might like when I play a game that actually demands more gpu. Yeah, then I might. But lately the vast majority of my hours of handheld gaming have been Final Fantasy Tactics, a PlayStation 1 game and tape to tape, which is barely even 3D.
Luke Lafreniere
Yeah.
Linus Sebastian
So I just don't need it. So I've still been using my first gen ally. Like if they bring me a better display or something like come on man, do something that matters to me and I'll upgrade it. It's just I don't even. Cuz like I could just grab one from the Warehouse. But it's not even worth just like resetting up windows and downloading my games for the difference that it would make in gameplay to me right now. So anyway. So anyway, the point is in my nightstand I've got my. I've got my RG Ally and then I've got the GPD Win five right now.
Luke Lafreniere
And so two just bricks And I.
Linus Sebastian
Just, I just am like.
I could grab that and I could use it and then I could make notes for the review.
Or I could just enjoy playing my games more.
Luke Lafreniere
I feel like noting the amount of times that that happens is part of the review.
Linus Sebastian
Yeah.
Luke Lafreniere
Like, if you're like, I very consistently chose maybe 50%.
Linus Sebastian
Yeah, 50% of the time. You know what though? I haven't. Because it's kind of a pain. It's like, it's like a screw type mechanism. You can, you can hook up the battery on a tether. So I haven't bothered hooking it up like that yet because it's kind of stupid.
And it's just like, it is another level of the inconvenience. Like now I have weight and inconvenience.
Luke Lafreniere
Yeah.
Linus Sebastian
But what I'm gonna do is I was gonna use it with the. The pack attached to the back for a while and like, see how I feel about that.
Luke Lafreniere
Try the tether.
Linus Sebastian
And then I was gonna move to the tether and then see if that changes my habits.
Luke Lafreniere
It feels kind of like 90s sick to have a battery pack, external battery pack.
Linus Sebastian
The 90s was objectively a terrible time for battery powered electronics. No, it wasn't. Remember when you had to put like four double A's into the handle of a digital camera? Like that was not good.
Luke Lafreniere
It was awesome.
Linus Sebastian
That was bad. And that was the 2000s, man. I remember. I remember this RC car that I had. No, I've talked about that on the WAN show before. I even found a picture of it. Monster 6x6 RC car or something like that. Where is it? Where is it?
Luke Lafreniere
There's like, there's this, this thing that's like the 90s and very early 2000s was a point in time where technology was like awesome and made your life better. But it wasn't like so good or all consuming that it also attempted to ruin your life. And I embrace that a lot. I think part of like batteries being kind of bad is like, yeah, your thing dies and then you probably want to go do something else. Which is like potentially a good thing, man.
Linus Sebastian
I can't find it again. But I. It was like this like six wheels RC car here. 90s. Let's try. Oh yeah, here it is. Yeah, yeah, yeah, yeah. This thing, this, this piece of shit took. Oh my. Press the wrong thing. Whoops.
Luke Lafreniere
What is this?
Linus Sebastian
Someone like, the point is this piece of garbage took like 12 double A batteries or something like that.
Luke Lafreniere
Hell yeah.
Linus Sebastian
And the rechargeables that we had back then were not very good.
Luke Lafreniere
No.
Linus Sebastian
So they didn't last very long. And even disposables, like barely lasted in.
Luke Lafreniere
Metro Scorcher 6 by 6.
Linus Sebastian
Fastest turbo 360 degree spins ever.
And also only the middle wheels drove. That's why it could spin really well.
Man. Where's the. This might be a later version of it because mine definitely. Mine definitely took AA batteries.
Luke Lafreniere
I miss everything being turbo. I like turbo. Turbo, Turbo.
Linus Sebastian
Turbotastic.
Luke Lafreniere
Yeah.
Linus Sebastian
Anyway, I also had. I also had one of these Ricochet RC car. This thing ran for like I want to say, or did I have. I had either the ricochet or the rebound. This thing was super cool because it could flip over and then you could keep driving it as long as you could. Could do it backwards.
Luke Lafreniere
Yeah. Yeah, yeah, yeah, yeah. That's cool. There's finesse in that.
Linus Sebastian
Yeah. Ran for like six minutes.
Luke Lafreniere
Hell yeah.
Linus Sebastian
On battery. It was so dumb. 90s 90s battery powered electronics were objectively terrible. And I will die on that hill.
Luke Lafreniere
Nope.
Linus Sebastian
I will die on that hill.
Luke Lafreniere
Disagree.
Linus Sebastian
I'm dead now then. Because realistically, I wasn't gonna win a fight between us.
Way to go, Luke. You killed me. Mark this day in your calendar, folks. This is the anniversary of my death.
Luke Lafreniere
Speaking of things that make me want to die. No note. 60 million yen human washing machine revealed.
Linus Sebastian
Okay, this is so funny.
Luke Lafreniere
Which by the way, 60 million yen is 386. $759.94 in USD. It's a like a shower that you sit slash lay down in.
Linus Sebastian
Okay. I, I, I lowkey. Love the name of this company though. They're just called Science.
Luke Lafreniere
That's kind of awesome. Yeah, I do give.
Linus Sebastian
Okay, hold on, Luke, hear me out. No, this Mirai. No, just open minded for a second. Just. Okay, look. Okay, Open minded.
Luke Lafreniere
Brain is open.
Linus Sebastian
Open mind. Don't worry, don't worry. Just be brain open. Okay. The Mirai human washing machine, okay.
Can shower and dry a person simply by them lying down in it in about 15 minutes.
Luke Lafreniere
Which there is some like excessive. Oh man, that's not even fast.
Linus Sebastian
I know, right?
Luke Lafreniere
I'm pretty sure I showered faster than that this morning.
Linus Sebastian
That is the very first paragraph of this article on the chosen.
Luke Lafreniere
If you just like focus on the task at hand, you can just do that faster in a normal shower.
Linus Sebastian
Is this, Is this, Is this supposed to be impressive that you could shower in 15 minutes?
Luke Lafreniere
There is potentially some accessibility, coolness.
Linus Sebastian
Sure, sure. And the way it does it is cool. Like it almost sounds like an ultrasonic cleaner or something. Apparently it uses Ultra fine micro bubbles, invisible to the naked eye, to penetrate deep into the pores to remove impurities such as dead skin cells and sebum.
Luke Lafreniere
Sure.
Linus Sebastian
Sensors installed on the back detect health status and videos and music are played to help users relax during the cleansing process.
Luke Lafreniere
See, I just turn the volume of my phone up and leave it outside of the shower just fine.
Linus Sebastian
You could do that.
Luke Lafreniere
Yeah.
Linus Sebastian
To be clear, this is not a real product. They're making like a few dozen of them and it's for, like. It's meant to be a novelty item for commercial installations.
Luke Lafreniere
I do know, like, like, you know, old folks homes or limited mobility people, etc.
Linus Sebastian
Sure.
Luke Lafreniere
Showering can be a.
Linus Sebastian
This would not be the right form factor for that, though. Like, I don't know if you've ever seen like a senior's bath.
Luke Lafreniere
Yeah. They need like the little door.
Linus Sebastian
Yeah. You have a door and you.
Luke Lafreniere
Looks like you have to climb into it.
Linus Sebastian
Yeah. So this is like this.
Luke Lafreniere
I do, like.
Automated human washing thing. Because I do know that it can. It can be like. Man, I don't really want to say it, but it can be like, embarrassing for. For people to have to be, like, washed by someone else.
Linus Sebastian
Stephen J. Says that clean time is the equivalent of saying this computer will boot in. Just the time it takes for you to eat breakfast. It's like, yeah, like, if I'm in a hurry, I can be in and out of the shower in about three minutes. I know this from my years in high school of getting up at the last possible.
Luke Lafreniere
What are your. What are your. If you're going down to three minutes, you're probably given something up. So what are you doing at three minutes?
Linus Sebastian
I'm not conditioning, I'll tell you that much. And I'm probably using shampoo for.
Luke Lafreniere
Shampoo for body.
Linus Sebastian
Yeah, yeah, yeah, yeah. So. So I. So, yeah, it's.
Luke Lafreniere
You're going down to hard requirements.
Linus Sebastian
We're down to one soap.
Luke Lafreniere
Yeah.
Linus Sebastian
And no conditioner.
Luke Lafreniere
Yeah.
Linus Sebastian
And.
Luke Lafreniere
And then are you. Are you like, lathering in the hair and then like taking that and going elsewhere?
Linus Sebastian
No. You've got time to squirt. You've got time to squirt another pond before. Before you do the pit and the elsewheres.
Luke Lafreniere
There's.
Linus Sebastian
There's no way you're doing like a full body lather at that speed, though.
Luke Lafreniere
Yeah.
Linus Sebastian
But I would throw in feet. You got to do.
Luke Lafreniere
You kind of got to do your feet.
Linus Sebastian
You got to do feet. Yeah, yeah. There's no way to skip the feet.
Luke Lafreniere
Yeah.
Good, good way. Show Conversation.
Linus Sebastian
Yeah. We just saved you 60 million yen. You're welcome.
Luke Lafreniere
And a lot of. I mean, that's five times faster or something.
Linus Sebastian
All right, time to do the float plane announcements. We had a little throwback Thursday on float Plane this week. Do you want to fire up.
Luke Lafreniere
Yeah.
Linus Sebastian
With three amazing exclusives. Oh, no, this one's up. We've. First, we've got me. Re. The exclusives are on the. Yeah, there you go. First, we've got me reacting to staff's first time meeting me. That released on Monday. And it's safe to say that people like seeing me in uncomfortable social situations.
Luke Lafreniere
Oh, yeah, they do.
Linus Sebastian
They like it a lot. Or mostly they like me recalling times that I created uncomfortable social situations.
Luke Lafreniere
Linus is suffering.
Oh, boy.
Linus Sebastian
Yeah, that's all just screen grabs from the video. That is not me posing for the thumbnail. I did not know that Sammy was to do that until I saw the thumbnail. Anyway, Colton's in there. Yvonne's in there.
Luke Lafreniere
There's.
Linus Sebastian
There's some good ones. All right.
Luke Lafreniere
My problem with ours is I think I'd have to watch back us talking about it, like, years ago because I only remember, like, some of the details at this point.
Linus Sebastian
Yeah, that was a long. That was a long time ago. We also had a section of the writers discuss Linus's hot takes where they discuss wireless peripherals. And finally, Luke, did you know that Plouffe, who owns a display, has been at the company for almost five years now?
Luke Lafreniere
I honestly thought it had been longer, but I know that as of yesterday, because Christmas party.
Linus Sebastian
Yeah. We took a look back at his first videos, what he wrote, hosted, and so on and so forth. All of this is at our new link. Lmg, gg, fpwan.
Okay. And both, man, Sammy, you are such a unique human.
Look at this.
Luke Lafreniere
He is.
Linus Sebastian
Look at this.
Luke Lafreniere
Under cap and uppercase.
Huh?
Linus Sebastian
Who would think to write that like that undercap.
Luke Lafreniere
It feels very Sammy, and I don't know why.
Linus Sebastian
You know why? It's because that's what he sounds like when he talks.
You know? Yeah, yeah. Uppercase works. Upper cap works.
Under cap is good. No, cap.
Luke Lafreniere
You'll be. You'll be all right. Just rip a pack, dude.
Linus Sebastian
Just rip a pack. Literally, he did that at the Christmas party on stage. He just, like, opened up a pack of Pokemon.
Luke Lafreniere
He just actively lost money on stage in front of everyone.
Linus Sebastian
Yeah. I couldn't really comprehend what I was watching.
Luke Lafreniere
It was awesome.
Linus Sebastian
We do kind of team themes. We do kind of like it's somewhere between dress up and Doing a grade six class presentation.
Luke Lafreniere
Yeah.
Linus Sebastian
And Sammy's team was based on one of our core values, which is level up together. So their team, which was actually also Luke's team.
Luke Lafreniere
Yep.
Linus Sebastian
All created sort of outfits that. That represented leveling up together. And they went with Pokemon. So they had. They had scientists and they had a couple of Pokemon trainers, including one on a bicycle, complete with helmet. Safety first. Thanks, Nate, for remembering that they had some Pokemon in their various evolutionary stages. Luke was tall grass.
Luke Lafreniere
Oh, yeah. I don't have a good.
Dan
How does tall grass level up Luke?
Linus Sebastian
Well, tall grass is where you go to level up Dan.
Luke Lafreniere
Yeah. And there was trainers on the tall grass and there was Pokemon on the hat.
Linus Sebastian
Dan's just salty because Luke's team beat his. Yeah, yeah.
Luke Lafreniere
Way to lose, Dan.
Dan
Pretty good.
Luke Lafreniere
Way to lose.
Linus Sebastian
Anyway, as part of leveling up, Sammy attempted to level up his finances by opening up a pack of Pokemon cards as part of their presentation of their concept.
Luke Lafreniere
And instead he leveled up his debt.
Linus Sebastian
Yeah.
Luke Lafreniere
Which is. Yeah, yeah. Which he also just said in chat.
Linus Sebastian
Is a type of. Is a type of leveling up as well.
Luke Lafreniere
Yeah.
Linus Sebastian
WeekendJedi42 asks why are. There's no pictures of this? We. We decided many years ago that our Christmas party was mostly going to be a content free zone. We do kind of weird stuff. I wasn't involved in the games planning this year, but I won't pretend that it was any more weird than some of the stuff that I have planned in the past. You had to, like, dig through containers of, like, mashed potatoes and dry noodles and wet noodles with a wooden spoon in your mouth to find codes to unlock combination locks. It was a. It was a whole thing.
Luke Lafreniere
I don't remember which one of those things, but one of those trays, like, stank.
Linus Sebastian
Yeah, I think it was like Alfredo sauce or something.
Luke Lafreniere
It was rough.
Linus Sebastian
I. Look, I'm not gonna say I would have done any better, but I will say that I was not involved in the games this year. Anyway. The point is that we want it to be kind of a.
Like, social media free zone where people can, you know, cut loose a little bit for. For once around here.
Dan
We really appreciate that. We did so nice.
Linus Sebastian
Have to do one short this year, but it is very short, and it just involves the giveaway of the Hisense 1/16 inch TV. So we broke policy for that. But.
Luke Lafreniere
Yeah. Spoiler alert.
Linus Sebastian
Exception not the rule.
Luke Lafreniere
Spoiler alert. Dad. Sorry I didn't win it again one time.
Linus Sebastian
How many. How many tickets did you get them?
Luke Lafreniere
I always do over Half my stack in the.
Linus Sebastian
In the grand prize.
Luke Lafreniere
Yeah. I did most of them because my eyes, I saw.
Linus Sebastian
I went through them before. Before I drew.
Luke Lafreniere
Yeah.
Linus Sebastian
And I was like, wow, Dan put a lot of tickets in here.
Dan
A bunch of people did. I know. Alex and James are also trying to get it. I actually pulled up my, like, office model just to check because it's like nine feet wide.
Luke Lafreniere
Yeah. It wouldn't make any sense for me at all, but it would be. It would be cool. At my dad's place, we've been. We've been going through every once in a bit. We did. I. I mean, we did watch Two Towers now. So there's Return of the King left. And I was. I was sitting there next to Emma at the Christmas party. I leaned over and I'd be like, it pretty. It'd be pretty sick to watch Return of the King on, like the enormous tv.
Linus Sebastian
It would.
Luke Lafreniere
It'll happen. It'll happen sometime.
Linus Sebastian
Hey, you guys will come over to watch hockey games at my place. Feel free.
Luke Lafreniere
That's true.
Linus Sebastian
Yeah. You could always watch Return of the King on the. On the slightly smaller 115 inch TV.
Luke Lafreniere
Can't do it.
Linus Sebastian
It's too small. It's too small. You'll have to make friends with the. We're not disclosing who it was.
Luke Lafreniere
Yes.
Linus Sebastian
But you'll have to make friends with the person who won it. Then you can watch on the proper biggest tv.
Luke Lafreniere
Yeah. There you go.
Linus Sebastian
What else are we. What are we supposed to be doing now, Dan? Oh, Sponsors one and two.
Dan
Yeah.
Linus Sebastian
The show is brought to you today by Ugreen. During the holiday season, we can all find ourselves rushing around. Wow. That's.
I cannot skateboard.
Luke Lafreniere
Oh. Honestly, I thought you did a better job than I probably would have.
Linus Sebastian
Really?
Luke Lafreniere
Fact that you stayed up.
Linus Sebastian
Oh, really?
Luke Lafreniere
Like once you were actually this. You stayed up. And I don't know if it was intentional, but it looked like you tried to, like, kind of, you know, so.
Linus Sebastian
I didn't used to be able to do that at all. But then I. I rode the Z board around a lot.
Luke Lafreniere
Oh, yeah.
Linus Sebastian
Okay. Like, I was. I. For years. I wasn't able to figure out how I can be so competent at snowboarding and so utterly worthless at skateboarding.
Luke Lafreniere
Yeah.
Linus Sebastian
Turns out they are not related skills.
Luke Lafreniere
No.
Linus Sebastian
Anyway, in the middle of the madness, that quick pocket check can turn into a mini heart attack when you realize you don't have your wallet. Where could it be? Well, thanks to NuGreen's fine track Slim S, you'll never have to wonder again. It's a super slim card that slips right into your wallet and works with the Samsung Find app to help you locate it instantly. The Slim S is rechargeable and Ugreen claims that with just a one to two hour charge, you can get up to a full year of battery life. Finding your wallet is easy. Just double press the button on the smart finder and the Samsung device will ring. You can even track your wallet globally. And the app keeps a history of your wallet, its location for up to seven days. Grab your U green Fine. Track Slim at the link down below. Okay. You guys watch the WAN show. So you know, I don't say this very often, but I need one of these. I. I don't lose my wallet often.
Luke Lafreniere
When you do it.
Linus Sebastian
When I do, I'm. It's like really stressful.
Luke Lafreniere
Yeah.
Linus Sebastian
And I really don't like it.
Dan
We need one for Linus.
Luke Lafreniere
You have to put two in for a personal one and one for. So we can find it for you.
Linus Sebastian
No, he meant to find me full of tracking.
Luke Lafreniere
Oh.
Linus Sebastian
He just wants to track where I am. It's a concept that we've kicked around a lot over the years.
Dan
Yeah, I think we have like an A Linus airtag somewhere.
Luke Lafreniere
Yeah.
Linus Sebastian
The show is also brought to you by Miro. Sometimes the process of turning an idea into action or into a product can feel like it takes forever. But Miro wants to help you get on track so you won't have to stress as much about hitting a deadline. Miro is a collaborative whiteboard designed for teams to brainstorm, diagram, plan and track projects in real time, regardless of where in the world they are. While AI can make things messier, especially without human intervention, Miro's AI Sidekicks are designed to work with your team as something more akin to a project manager. It can be used to sort through things like sticky notes, research concepts for videos, and it can combine them into structured project summaries. And you can use Miro's prototypes to turn your ideas into interactive tools right on the canvas, helping your team save time. And while we can't show it on screen, we've actually used Miro for our company org chart. Oh yeah, we're not going to show that on screen, so instead there's just, I don't know, our website. So help your teams get great done with miro. Check out miro.com to find out how. That's M I R O dot com. All right. What are we supposed to be doing, Dan? Keep us on track. Heard some Cats. Sure, we could do topics.
MKBHD's Scam Wallpaper app is shutting down and dear God, please, I am not calling it a scam. I am just recalling when we discussed it back when he launched this product and people were calling it a scam and we had that long conversation about how people are using the word scam to describe things that are not scams. The product always did exactly what he said it would do, which means it's not a scam. You just don't like it, which is a totally different thing. Anyway, Panels is going away. On November 30, Marques published an unlisted video giving an update on the wallpaper app panels, announcing that it is being sunsetted. For those who missed it, Panels, which was started by the MKBHD team, was launched on September 26 of last year. It was an app dedicated to downloading wallpapers for your mobile devices and was immediately met with backlash for a number of reasons, with the biggest being the $50 yearly subscription, which again, I repeat, is not a scam. It just is of dubious value to many of the folks who evaluated its value.
Luke Lafreniere
People buy art for very weird amounts.
Linus Sebastian
Of money and sometimes that is a scam. Yeah, but it's not a scam of the person who's buying the art. It's a scam of the tax system. So that's a whole, whole separate, whole separate deal. Marques did make a follow up video offering a lot more explanation for the pricing, including how it would help support the artists that made the images. But as of now, the final date for the app is December 31st and Marques explained that there will be a prorated refund for anyone who is currently subscribed. And this is super cool and the main reason that I even wanted to talk about this at all. He announced that the entire source code will be going up on GitHub for free. If you ever wanted to make a wallpaper app. And realistically, does anybody need this source code? Probably not. But as. But as far as good guy moves go, if you're going to discontinue something, a prorated refund and making the code open source for anyone who wants to continue it in any way. Making the source code available. This is about the most graceful way you can possibly do it. And I think that's pretty cool. That's it. That's all I have to say about that.
Luke Lafreniere
Cool.
Next one.
Linus Sebastian
It is cool. Dope, even you might say.
Luke Lafreniere
Is it dope tech?
Linus Sebastian
No.
Luke Lafreniere
Okay, sounds good. Did we talk about Cherry yet? I don't think so. RIP Cherry. Cherry held a patent for mechanical switches and used to be the gold standard for keyboards.
Linus Sebastian
Keyboard switches.
Luke Lafreniere
Yeah, that patent may be keyboards if you do like checkout systems at Vegas. For some reason, that patent McDonald's like, like, yeah, yeah. Random stuff like that. That patent lapsed in 2014. Since Cherry's patent lapsed, competition has slowly but surely but fastly kind of put. Yeah, pretty quick, actually pushed them out of business. They're. Yeah, it says it again. It, it, it lapsed in 2014. Tons of other companies sprung up and then I never really know how to say these names properly, but gataron, Gateron, Texi, Jwick, or JWK, etc. Many the new companies have improved over Cherry in the past decade in like, honestly a wide variety of ways. Yeah, it's been pretty wild. Many premium switches now come pre lubed, which is a quite a huge time saver.
Linus Sebastian
Yeah, like dude, lubing switches. It's like, that's the real reason that all these like, tiny keyboard form factors got popular. Everyone just gaslit themselves into believing that they wanted a tiny keyboard. But what they actually didn't want to do was lube 104 stems. Ah, I'm kidding. I know a lot of you legitimately love your tiny keyboards.
Luke Lafreniere
Hot take. I think this is one of the reasons why keyboard stuff is getting more boring these days though, is there's nothing to it anymore. But anyways, moving on.
Yeah. Experimentation with other materials has been a big part of it. Cherry just hasn't really been the gold standard for a while and they haven't kept up with things like hall effects or optical switches and whatnot. Cherry is now looking to give up its German production and sell the core division. You might be like, wow, that seems like an overreaction.
Dan
No.
Luke Lafreniere
From January 2025 to the end of September, the company made a net loss of almost 2.20.4 million euros.
Whoa. I'm kind of surprised that was even possible.
Linus Sebastian
And something that you gotta kind of understand is that Cherry, like key switch ness is a really, really small part of their parent company's operation. It's like kind of barely even a footnote. So the fact that they even bothered for this long is honestly kind of a surprise.
Luke Lafreniere
When we were there, which Cherry was like, much more on top of the world at that time. Hell yeah.
Linus Sebastian
What a great shot.
Luke Lafreniere
Yeah. But when we were there, I remember thinking like, oh, this is like pretty small.
Linus Sebastian
Yeah. And then we, we couldn't shoot any of it. But actually, hold on, I'm just gonna check a thing.
Yeah. Okay, cool. In 2008, Cherry was purchased by ZF. So we couldn't shoot any of it. But like the stuff that ZF was doing.
Luke Lafreniere
Yeah.
Linus Sebastian
For like the automotive industry and stuff was like, oh, so they just wanted Cherry's IP probably for something to do with their real business. And they were like, sure, you keep doing your little thing.
Apparently ZF sold the cherry group back in 2016, but still uses cherry branded. Okay. This is AI though, so who knows? But the point is they did own them at some point, and Cherry was later. Oh, wow. Cherry has been sold a couple times. So timeline of ownership. ZF purchased them in 2008. ZF sold them in 2016. So this is after the patent lapsed. And then that was two genuine partners. And then from 2020 to 2021 was acquired by Argand Partners. Yeah. So things have clearly been circling the drain for quite a while now.
Luke Lafreniere
Yeah.
Linus Sebastian
What do you think.
Luke Lafreniere
You'Re gonna buy Cherry?
Linus Sebastian
Buy Cherry. No, I don't want them.
Luke Lafreniere
Do what with it.
Linus Sebastian
Exactly. I have.
Luke Lafreniere
I can't really add anything to that table.
Linus Sebastian
I mean, what they were worth was the IP and the German manufacturing. And now the IP is worthless and the German manufacturing is closing.
Luke Lafreniere
Yeah.
Linus Sebastian
So. Yeah. Yeah. I think they're just. I think they're a relic now.
Luke Lafreniere
Make Canadian switches.
Linus Sebastian
I mean, would anybody really want maple syrup? Yeah, I don't think so.
Luke Lafreniere
It smell really nice for a little while.
Linus Sebastian
Yeah.
Luke Lafreniere
Really bad.
Linus Sebastian
Eventually. Yeah.
I mean, there's a lot of things.
Luke Lafreniere
Really.
Linus Sebastian
Yeah. Because then you just have to keep buying.
Luke Lafreniere
We finally have a consumable product.
Linus Sebastian
Yeah. Oh, man. Imagine you could make, like, the world's best smelling cologne, but it only smells good for an hour. You know, like, what a business.
Luke Lafreniere
It was actually the world's best smelling cologne. Like, objectively, that would sell like crazy.
Linus Sebastian
Oh, people would totally do it.
Luke Lafreniere
Yeah.
Linus Sebastian
You know who's super into Cologne? Sherrod.
Luke Lafreniere
That makes sense.
Linus Sebastian
He gave me like a whole, like, lesson on Cologne when we were stuck in an airport for five hours on.
Luke Lafreniere
That china for me.
Linus Sebastian
Oh, yeah. He's like. And. And it's not just like, you know, he's like, oh, yeah, here's the one that I have. And. And I like it a lot.
Luke Lafreniere
You know, different ones for different, like, occasions and stuff.
Linus Sebastian
Because he. Because that change with the season, that's just like, oh, you went on the subreddit and you went to like the pinned one and then you just bought whatever was the top.
Luke Lafreniere
Sure. Yeah, yeah, yeah.
Linus Sebastian
No, no, no, no, no. He's like, here's the one that, like, I'd love to wear regularly, but it's, like, not affordable. But here's the one that, you know. Because, you know what. What's. What's their name? Not Mac, but maybe it was Mac. Basically, he, like, knew the promotional cycle, one of our local cosmetics chains and was like, yeah, so. So I'll pick up, like, the big bottle of this from them, like, during this month when they, like, have the promo. But these ones are really nice. And he, like, shows me a couple. He's like, yeah, they, like, kind of change over time. This one's, like, fireplace and, like, okay, check this out. Okay, smell it right away. And I'm like, oh, okay. And then he, like. Like, he goes like this with the card. And then he actually, like, carried it with him. And then, like, 10 minutes later, he's like, okay, now smell the fire. Place one. So he had me, like, smell, like, a bunch of these. And he's like, yeah, see how it, like, smells different now? Like, it was sweet at the beginning, and now it's more smoky. Like, this is, like. This is, like, really good. He's, like, talking me through all this stuff. I'm like, dude, I don't know. I just wear my Speed stick. I just.
Luke Lafreniere
I was gonna say, I'm pretty sure you don't even wear cologne. No underarm stuff.
Linus Sebastian
Yeah, no, I mean, as long as I don't stink.
Luke Lafreniere
Yeah. I was gonna say you're not on the. There's, like, a spectrum, and it's. It's stink to doesn't smell bad to smells good. And I think we're both getting the doesn't smell bad.
Linus Sebastian
Let's hope.
Luke Lafreniere
Yeah, that's the goal, at least.
Linus Sebastian
Yeah. I actually. It was asked once what I smell like in an ama, and I believe it was because I had some help. I had some help responding to the AMA from longtime members of the team, and Ed was the one who responded to that one. Thank you very much for that. And he said I smell like cheap deodorant and cheap hair gel, and nowadays I don't wear hair gel anymore. So.
Luke Lafreniere
Cheap deodorant.
Linus Sebastian
Just cheap deodorant.
Luke Lafreniere
Nice. That works. Yeah, that's good. It's perfectly. Perfectly good guy stuff.
Linus Sebastian
I don't know if I was gonna wear anything. I would probably just go for the most basic possible.
Luke Lafreniere
Not much left.
Linus Sebastian
Yeah, I would probably go for the most basic possible thing, and I would just wear, like, Old Spice or something.
Luke Lafreniere
Yeah. Is it. Is. Could you could, could, would Charod be able to like pair something with you?
Linus Sebastian
I'm sure he'd be able to. But like I honestly think that just like smelling like anything other than just basic would just. It wouldn't be right.
Luke Lafreniere
Wouldn't fit your brand.
Linus Sebastian
It's not even my brand. It's just like.
I wouldn't consistently apply it. Like I have to be in, I have to be in active pain to consistently use a product in the morning and evening. So other than, other than like teeth brushing. You may not believe this because my teeth right now yellow right now because of the wax that's over top of my bracket which is stained. But my teeth are some. Like I care about my oral hygiene. I, I hate bad breath. I like on myself, on anyone. I don't like bad breath. So that's something that I don't have to remember. But other than that, like even my anti inflammatory cream for the tennis elbow, it's taken me so long to heal because I'd be so inconsistent about applying it. Like even, even if I'm actively in pain, I will often forget to put on something that I'm, that I'm supposed to use. Like Yvonne recommended like, like facial cleansers and stuff that I'm supposed to use. So like I don't know, my pores will be smaller or something. I'm like, who wants small pores? Does this matter? Like I just, I can't be motivated, I can't be motivated to use them regularly.
Luke Lafreniere
So I have big strong pores.
Linus Sebastian
Oh man. Ansalmo asks. Old Spice is basic. I ain't fancy. I guess Old Spice is super basic. Sherrod would, Sherrod would be able to educate you.
Luke Lafreniere
Yeah. Old Spice is not. Yeah.
Yeah.
Linus Sebastian
It's literally old. It's the Old Spice. And to be clear, they have lots of other products but when I, when I was talking about it just now, I was referring to literally like the og like the aftershave smell.
Luke Lafreniere
Nice. Original.
Linus Sebastian
Yeah, yeah. Says Old Spice has picked up their game lately. Okay, that's cool. Good for them.
Luke Lafreniere
I still think it's normie stuff compared to.
Linus Sebastian
Compared probably Shroud could never. I don't think Sherrod would ever. I don't think he would ever. I'll ask him. I'll ask him.
Luke Lafreniere
It's funny looking at like the, the photos at my parents house because you know, leading up till grade five, I don't think you're old enough to possibly care. And then in grade five and grade six, I cared like a lot about my Appearance. And you can tell in the photos. And then immediately after that, I. I never cared again. And you can tell in the photos.
I don't know what happened.
But it's true.
Linus Sebastian
All right, all right. I asked him. We're gonna get. We're gonna get the experts take. Probably pretty soon here. It's. It shows available on teams, so we.
Luke Lafreniere
Should hear back from the middle of a work day, which is weird because. Wan show, but. Yeah.
Linus Sebastian
Yeah, should be fine. Should be fine. This is. This is work.
Luke Lafreniere
Yeah.
Linus Sebastian
The wan people want to know. Yeah, all right.
Luke Lafreniere
No, no, I meant it like. Yeah, I didn't mean it that way. I meant, like, he'll probably be available because.
Linus Sebastian
Three dots. Here we go. Here we go. We got the dots.
Dan
The.
Linus Sebastian
The dots are incoming. I asked him, Old Spice, would you ever.
Luke Lafreniere
I love how it's.
Linus Sebastian
Oh, the three dots are gone. The three dots are gone. He's thinking.
Like, do. Would I ever wear it? Lol.
I mean, the brand.
I. I could.
Luke Lafreniere
I feel like. Yeah. I feel like deodorant versus cologne is, like, a pretty big jump.
Linus Sebastian
That's true. Okay, so I'm talking more like, do they have cologne?
Luke Lafreniere
They must, right?
Linus Sebastian
I don't know. Oh, maybe we're just. Maybe we're just asking entirely the wrong question.
Luke Lafreniere
Yeah, we might be.
They have cologne.
Linus Sebastian
Okay. Xenox. LT asks. Wait, are there deodorant without a scent? I believe so. They're really hard to track down, though.
Yeah. Here we go. He sees it. He's seen it. He's given it a think. He's giving it a think. Should we do. Should we do another topic in the meantime?
Luke Lafreniere
Oh, sure.
Linus Sebastian
Oh, no.
Luke Lafreniere
Oh, dude.
Linus Sebastian
Oh, dude. We got a strong response. Hell nah.
Luke Lafreniere
Lol.
Linus Sebastian
I left that in high school. Okay, so there you go, boys. We got you your answer.
Luke Lafreniere
Yeah.
Linus Sebastian
Comme des Garcon cologne. Thanks. I. Thanks. I'll let the wanch come.
Luke Lafreniere
Des Garcon.
Linus Sebastian
Yeah, I want to bring it up. No, no, come. Like, like in French. Oh, my God, stop.
I will look it up because I can.
Luke Lafreniere
I think I might have found it pretty quick. Oh, this sounds like a store. Maybe.
Linus Sebastian
Okay, here we go. Here we go. Comme des Garcon Perfumes. Okay, so this is.
Luke Lafreniere
This is apparently charade approved.
Linus Sebastian
Yeah. And. And. And they're like, packaging is a major factor, apparently. Okay. I. This is not something that I personally can really, like, understand too much, but.
You know, apparently that's, you know, a big part of the. Yeah. Concrete, Dude. I don't know. This is not my world. This Is not my world. This is not a thing that I really understand very well.
Luke Lafreniere
Neat.
Linus Sebastian
But this is something that. I mean, how much does this stuff cost? Okay. What's the drowning.
Luke Lafreniere
How much does it cost to smell like concrete?
Linus Sebastian
You know? Sure, let's find that out.
Luke Lafreniere
I want to know. I want to smell like concrete.
Linus Sebastian
Okay. Oh, my God. These are the only places we can get it. What am I even. What am I even talking about? Sure, I'll take your cookies.
Luke Lafreniere
Oh, my goodness.
Linus Sebastian
Okay, let's go with New York because that'll likely be in us to. Oh.
Okay.
Luke Lafreniere
That's not concrete, though.
Linus Sebastian
Is that a year's supply first? When 30 years ago, these perfumes were first imagined.
Expressing the values of the brand through a new medium to disturb the traditional parameters of the fragrance industry.
And okay, that is a job that.
Luke Lafreniere
AI could do writing the product descriptions for.
Linus Sebastian
For like, bougie. Yeah, I think so. I think so. I don't even think anyone's gonna be that mad about it.
Me saying that. I don't think. I don't even think that's a hot take.
Luke Lafreniere
Someone will be.
All right. Do we move on?
Linus Sebastian
Yeah, yeah, I think we move on.
Luke Lafreniere
There's a bunch of no notes topics.
Linus Sebastian
Yeah, we could do a no notes topic. Sure.
Luke Lafreniere
Google has removed the call home and PA style broadcast features from the home app.
Linus Sebastian
Yeah, that sucks.
Luke Lafreniere
Yeah.
Linus Sebastian
Yeah.
Luke Lafreniere
A company is using AI Linus to advertise a pirate streaming box on TikTok.
Linus Sebastian
That sucks. That's lame.
Luke Lafreniere
Yeah.
Linus Sebastian
Oh, here. You know what?
Luke Lafreniere
Do you do anything about that? Are you gonna do anything about that?
Linus Sebastian
Realistically?
You know, they know what they're doing.
Luke Lafreniere
Oh, yeah. That's not you.
Linus Sebastian
They're in a. They're in a region where probably like, if. If there was a way to go after these guys legally, I'm sure that the content owners of the content that they're pirating on the UFree box, us two, I'm sure they'd be trying to. So I'm kind of looking at it going, what chance do I have of combating this?
Yeah, this blows. Never buy from these guys because they're clearly scummy butt heads. And also my mouth is not that big.
Luke Lafreniere
Yeah. That's the main thing that made it obvious it wasn't you. To be honest.
Linus Sebastian
I guess I could. I could.
Luke Lafreniere
No.
No. Yeah, because now it's not that wide. Super round. Yeah, yeah, yeah, yeah. You can't do it that way.
Linus Sebastian
I can try.
Luke Lafreniere
Not quite.
Linus Sebastian
No, I can't quite get.
Luke Lafreniere
That sounds horrible when you do that. Too.
Linus Sebastian
Listen. Okay, don't listen.
Luke Lafreniere
Moving on. No notes. Missouri residents searches for VPNs have quadrupled after age verification laws kicked in.
Linus Sebastian
Yeah.
Luke Lafreniere
Which we all knew was going to happen.
Linus Sebastian
Yeah. This is, this is. This is going to be a thing. Now's a perfect time to shout out our VPN partner, private Internet access. We'll have them linked down below. Our discussion question is, how could stories like this getting attention put VPNs at risk? Man.
Luke Lafreniere
Ah.
Linus Sebastian
I would like to think that the US would stop short of outlawing vpn, because that would be like some. That would be like some China level authoritarianism.
Luke Lafreniere
Didn't they very recently, like pump VPNs like crazy. They like told people.
Linus Sebastian
I think it was like the FBI specifically talked about them or something. Like it was one agency that talked about them. But the, the, the thing to. Wait.
Shut up.
Someone said they're illegal in Michigan. That can't be right. Hold on a second. Hold on a second.
Hold on a second.
AI says no, they are not currently illegal in Michigan. But a proposed bill, House Bill 4938, the Anti Corruption of Public Morals Act. Oh my God. Aims to ban the sale, promotion and use of circumvention tools like VPNs to access prohibited content like adult sites, forcing ISP to block them and potentially making tools for remote work illegal though it is, though its passage and enforceability are uncertain. That is an AI summary.
Electronic Frontier foundation has a great headline on this. Lawmakers want to ban VPNs and they have no idea what they're doing. Yes.
Luke Lafreniere
When do they though? Yeah, when doing practically anything.
Linus Sebastian
Two truer classes have never been attached to each other before by an EM dash.
Outstanding. Apparently this is Wisconsin, Michigan and beyond. Wow. Buzz Lightyear too.
Luke Lafreniere
Oh.
Linus Sebastian
Oh, okay. This is over in the uk. Oh, man.
Sometimes I feel like.
You know, you.
Luke Lafreniere
Just add those to the dock.
Linus Sebastian
My North American.
Cousins.
Luke Lafreniere
I'll highlight it.
Linus Sebastian
My North American cousins down in the United States of a.
Sometimes I feel like there are certain hot button issues that they get really like, rah, rah, rah. My personal freedom's about. While completely missing the active erosion of said freedoms in much more restrictive, much wider reaching ways that I just find a little bit baffling.
I just. I find it. I find it very confusing that there isn't more outrage over stuff like this or those. What was that? Camera. Surveillance company. Are that. Surveillance company. Yeah, Flock, the flock camera topic from last week. Like, this is bad.
And like anyone, any individual senator or representative or governor or whatever. Or any party that is. That is pushing this agenda.
Like, I would have a hard time supporting them.
Oh, yeah, this is. This is tough.
Luke Lafreniere
I have a feeling, honestly, they just don't even know what it is.
I mean, what I'm kind of leaning on, because it actually. It actually feels like it supports, like, traditional American values VPNs. Well, yeah, it's like protecting of the individual from the state, blah, blah, blah, blah.
Linus Sebastian
And like, so privacy.
Luke Lafreniere
I really think they just don't even know what it is. I suspect it's an education problem.
Linus Sebastian
All right.
Luke Lafreniere
I don't mean traditional education. I don't think you go to school to learn what a VPN is. That's not my point.
Linus Sebastian
No comment, no comment.
Dan
I majored in pia.
Luke Lafreniere
Yeah, like, yeah, I mean, I'm not educated on colognes. I'm pissed I didn't learn about that in school.
Anyways, next one. This one's a little fun.
Linus Sebastian
Yeah, sure, hit me.
Luke Lafreniere
No notes, but there are some. I guess. Discuss the impact of crawler bots on overall Internet traffic. Traffic. Using labs as an example. There are some discussion questions here. What more can be done to regulate crawler bots? There's some technical solutions.
Linus Sebastian
Why don't we show. Why don't we show the graph that you shared with me first?
Luke Lafreniere
Sure. So there's a few now because we figured out that you wanted to show this on wan, so we added some info. But there's the linked one. So the linked reference image is the one that you initially saw.
Linus Sebastian
Okay, so here, let me fire that up. Okay, so here's what Luke showed me. And I was like, hey, wouldn't it be kind of cool if we talked about this? So this is traffic to ltt. To LTT Labs.
Luke Lafreniere
Yeah.
Linus Sebastian
That is non human that we were able to trace back to particular AI crawler bots.
Luke Lafreniere
This is a relatively short period of time. We're showing, like early November 26th to late midday, December 2nd.
Linus Sebastian
Sorry, sorry. I'm doing a best.
Luke Lafreniere
What's going on over there?
Linus Sebastian
I'm doing a bad job of this there. November 26th down there. I was trying to show the date clearer, but whatever, I'm just gonna circle it and say November 26th.
Luke Lafreniere
So it's a relatively short period of time. But you can see like ChatGPT is like an enormous amount of this. And then you've got googlebot. Googlebot's a little bit complicated. We'll talk about in a second. And then you take a significant jump down. So it's significant. ChatGPT significant jump down Googlebot, significant jump down everything else, basically Bing, Duckduck, Amazon and then the rest. But yeah, it's a lot. But there's other stuff going on too. So I'm gonna need some of my notes here to explain some of this.
Linus Sebastian
So my first discussion question was because these AI bots. And we've talked about this with the House Fresh folks. Folks, because these AI bots are completely. Or no, it wasn't house fresh, it was the Anand tech shutdown topic. So I was, I was chatting with Ryan, he was saying like, a significant amount of their hosting cost is just serving to scrapers since they're so undiscerning in their scraping. Like, and we know that the, the majority of Internet users visit just a handful of sites. How much Internet traffic.
Luke Lafreniere
Oh, it's incredible.
Linus Sebastian
Is just mindless bots scraping sites that very few humans are actually interacting with. Like, what is the, what is the, what is the, the cost of all of this?
Luke Lafreniere
Yeah, it's quite high. It's, it's interesting because like, there is also a different line in my opinion, because there's scraping in order to build a database or whatever, but then there's also scraping on behalf of a user. There's no way to differentiate that on the host side. But you might tell a bot like, oh, you said a bunch of stuff, but I need links for it. And then it's going to go out and search the Internet and find things. But yeah, there's no way for us to tell what the difference is. One of the really interesting ones, barely.
Linus Sebastian
Lingual in floatplane chat says, I work at Wikimedia. It's a lot.
Luke Lafreniere
Yeah, it's a ton.
Linus Sebastian
Okay. Anyway, sorry, go ahead.
Luke Lafreniere
One of the interesting ones we have is this one. There we go. This chart, the blue versus purple line squiggles. I couldn't really get a good photo of this explaining what it all is, but absorb that for a second. Look at the dates when the blue and the purple line diverge.
Linus Sebastian
Yes. Sometime in April.
Luke Lafreniere
March.
Linus Sebastian
Oh, late March.
Luke Lafreniere
So the purple. The purple is impressions, the blue is clicks.
Linus Sebastian
Right.
Luke Lafreniere
March 2025 was when AI results started rolling out in search.
Linus Sebastian
Oh, yeah, yeah. We've kind of talked about this before.
Luke Lafreniere
I've had people say that the stuff you're quoting is like not necessarily real because it's just like your idea of what might be happening. So I don't know, maybe this will help people accept that. Yeah, I know that's for sure happening. So we're getting brought up more, but clicks are you know the big spikes are lower. You can tell there was like a massive spike in purple right around here. I don't know necessarily what happened but whatever was interesting and searchable didn't result in clicks.
Linus Sebastian
And this is LTT Labs.
Luke Lafreniere
Yeah.
Linus Sebastian
Huh.
Luke Lafreniere
Something here happened that was really big. It got a little bit of a spike.
Linus Sebastian
Yeah.
Luke Lafreniere
It was probably be one of these bigger ones before but it was not as. Not as clickable. Same thing happens here.
Linus Sebastian
Wow.
Luke Lafreniere
And then this one was like really massive. I'm not entirely sure what this is. We could dive into it but I don't know off top of my head what, what that fully is. And then the last one. Oh no, nevermind. There's two more.
Oh yeah. This one's kind of interesting.
The Google one is skewed because.
Dan
Just.
Luke Lafreniere
Google in general is a little weird because how do you count Google's stuff?
Linus Sebastian
Yeah. Because somebody search.
Luke Lafreniere
Yeah. So the other ones are kind of more interesting like perplexity. Over 15,000 requests with 23 total referrals.
Linus Sebastian
Right. Like there's no way that you can profitably just even web host at that kind of ratio.
Luke Lafreniere
It's pretty awesome. It's pretty cool.
Linus Sebastian
And to be clear, like. Okay, calm down. When I'm talking profitability, I'm not going like corporate fat cat profitability here. I'm talking more like sustainability.
Luke Lafreniere
It's the death and consolidation of small websites.
Linus Sebastian
Okay, back to Luke Lap talking the last one.
Luke Lafreniere
Yeah, it was just some top referrals. I think this, this previous one is more interesting but just showing this one as well. DuckDuckGo based. DuckDuckGo getting a lot more than Bing was surprising and interesting to me.
Linus Sebastian
I mean.
Yeah. For our audience that does kind of make sense.
Luke Lafreniere
It does.
Linus Sebastian
Firefox users, you know.
Luke Lafreniere
Yeah, yeah.
Linus Sebastian
By the way, Matt from the lab's web team says by the way, we do use all the anti AI meta tags and best practices to tell them not to scrape. They just completely ignore them.
Luke Lafreniere
Yeah. Which we absolutely knew was going to be a thing.
Linus Sebastian
Yeah.
Luke Lafreniere
Which is why said it on WAN show. We've said it elsewhere.
Linus Sebastian
Yeah. So we're not gonna like you know, hire an entire team of anti AI experts to try to make our site less scrapable. That's just not good use of our very limited resources.
Luke Lafreniere
But like I've had people directly reach out to me and be like yeah, labs results ended up in like a chatgpt thing I was doing asking it quite questions and like it was useful enough that I didn't check the site and it's like, well, all right, that's.
Linus Sebastian
How they get you.
Dan
Yeah.
Linus Sebastian
Yeah. I mean this, this genuinely explains how, you know, Nvidia can keep selling more consumer GPUs which they report quarter after quarter growth in their GeForce business. But viewership on, you know, how to pick a GPU video doesn't necessarily go up because if people are just using AI then that's all they need.
Luke Lafreniere
Yes, I know about the Humans TXT initiative. The problem is a lot of these things are just ignorable. It's if you look at the incentives of what is happening and you're seeing the results of this in some places, it really sucks for most people because what's going to end up happening is a bunch of sites are going to die and the ones that don't die are probably going to push heavier monetization models by putting their interesting stuff behind paywalls.
Linus Sebastian
That's going to be the only way they can survive. I'm not even mad at them for it at this point. Yeah, they're doing what they have to do to survive. We're lucky. And also.
We got to give ourselves credit for seeing the writing on the wall a long time ago and we've invested heavily in.
Buy a onesie, make sure that we can keep doing the work we're doing.
Yeah, not everybody has that luxury of having other businesses to continue to support their media businesses through this very, very difficult period. I gotta say a major sort of growing up moment for me, or not even moment.
But thing I've experienced over, let's call it the last 10 years has been discovering to my dismay how much of the general structure of the world was just, and order and stability was just built on norms and good faith engagement rather than any kind of expectation of actual enforcement.
Luke Lafreniere
That's still a thing.
Linus Sebastian
It is still a thing.
Luke Lafreniere
But standards versus rules, right? If you can, can live off of standards, you will probably have a better group of people.
Linus Sebastian
Yeah, but I feel like being able, the ability, my expectation of being able to rely on standards and people to uphold them is eroding.
Luke Lafreniere
Oh no, for sure. I'm talking super broadly here. I'm talking like corporate teams, sports teams, groups of friends, groups of people, government, countries, whatever you want, if it can, can, if it can survive off of standards, that's like pretty much always better. This is the whole high trust versus low trust society thing.
Linus Sebastian
Yeah, we talked about that.
Luke Lafreniere
Like if, if it is the standard of your society to be good to each other, then people will generally attempt to maintain that. But the problem is that you have to, the people themselves have to enforce that to a certain degree because you can't allow people to just.
Linus Sebastian
Yeah, and, and like authoritarian.
Enforcement is not the answer.
Luke Lafreniere
No. Well, that's kind of the whole idea.
Linus Sebastian
Yeah. The only way is you can go from, from the bottom up upholding societal standards. And I just feel like we're, I feel like we're in deep doo doo here. Oh yeah, it's bad, but, but there's no consequences. And so I don't even, it's not.
Luke Lafreniere
Even that there's no consequences.
Linus Sebastian
You have, look at this, there's no consequences. They can completely ignore us saying please no and they win.
Luke Lafreniere
But. And smaller companies get hurt by this. And companies like Micron are able to bail out of consumer spaces for massively more high profit things that are sitting here profiting off of small groups like that. Artists, small publications, book writers, whatever, are all getting looted for all their stuff. And it's all funneling up to these big companies. And then what they're doing with that is making consumer spending more difficult because it's all being gathered up by big corporate spending. Like it's the, the, the, the cycle is much more involved than I think even doomers would like to think is bad.
Linus Sebastian
And to be clear, like this is, and this is a really kind of tough one to, to kind of wrap my brain around is I also, I can understand why even, maybe even, especially at the bottom, people are feeling so, so jaded and so left out by this system that they're sitting here going, well, if they don't have to follow the rules, then why should I? And they can end up harming each other a lot more than they end up harming our corporate overlords.
Luke Lafreniere
I strongly agree with that when it comes to dealing with them, but ideally not each other.
Linus Sebastian
Yeah, yeah.
Aus says that's how I feel about drug dealers. Like.
Yeah, to be clear, I, I don't want anyone to be a drug dealer. I don't want anyone to have to be a drug dealer is sort of another way of saying the same thing.
And if someone was choosing between their family starving and dealing drugs, I can at least, I can at least understand, I can try to empathize with their position. I don't have to like it. I don't have to want that, that choice or that outcome for myself or for anyone. But you've got to at least.
You've got to at least try to sort of put yourself in, in their mindset and go, okay, you know, why, why did they make that choice. And to be clear, not not everyone is doing it out of necessity. I don't buy that for a second.
But at least some seem to be pretty stuck.
Luke Lafreniere
Ah.
Linus Sebastian
Cool.
Luke Lafreniere
Very fun.
Linus Sebastian
Good chat.
Luke Lafreniere
I. I have just been sent some pictures of my Christmas party costume. I won't include the one when I'm standing.
Linus Sebastian
A lighter topic.
Luke Lafreniere
Yeah, exactly. I won't include the one when I'm standing in the venue because there's other people in the background. I know we don't do that, but I am good. Include some of the photos of the actual get up. I'm just not wearing it in these photos.
Christmas.
Linus Sebastian
Do you want me to do another thing in the meantime? Do you need a minute?
Luke Lafreniere
I should be like, oh, why don't.
Linus Sebastian
I get through sponsors?
Luke Lafreniere
10 seconds. But yeah, I'll just be ready when you're done.
Linus Sebastian
Yeah, sure. All right. The show is brought to you by Saily. Back in September, we finally got smash champs all set up for an amazing Whale Land event. And to everyone who came, hey, thank you you so much for being part of it. We know that getting up here to the Great White north is not easy for everyone. Traveling to another country is not always simple or affordable. One hurdle that visitors from, say, the US Might run into is getting hit with roaming fees while they're here. But our sponsor Saily can help. They'll help you save money with their easy to use EIM service for less than the cost of a single day of roaming on the average carrier. You you can get a full week with one gig of data while visiting Canada. Saily is a great choice for staying connected while traveling and they offer 24. 7 chat. If you need help anytime, anywhere, get an exclusive 15% discount on Saily Data plans. Use code WANSHOW at checkout. You can download the Saily app or go to saily.com wanshow.
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Luke Lafreniere
That's gonna be a fanfic now.
Linus Sebastian
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Oh, okay. Okay. Hey, nice. So connect with a loved one like a puzzle piece. Can I get it?
Dan
Yeah.
Linus Sebastian
This holiday season at 40% off, and you can save an extra 15% with code WAN SHOW. Just check out that QR code that's on the screen right now. Odd pieces.
All right.
What do you. Oh, do you want to. Are you showing your plastic? Yeah, actually, can I run to the washroom while you do that then?
Luke Lafreniere
Sure. Yeah. So I always mentioned that I was tall grass. So my original idea, which was maybe okay, but not very good, was that I'd get a light green colored shirt and some dark green fabric markers and just like, basically draw in a bunch of blades of grass, which, because of the alternating colors of green, would make it look like a bunch of different blades of grass. But then Emma got involved and made it way better. So now it was like I was basically wearing a diorama. So there's a bunch of Pokemon trainers in the tall grass. And the tall grass was these, like, little 3D things that were glued onto the shirt. And there was. These are totally butterfrees and not random butterfly things bought from a craft store. I did a little text box because you got an encounter with this particular trainer. And they like shorts because. Because they're comfy and easy to wear, which is based. And then there's the hat, which. The hat was wild. It was again, a little diorama, this time with actual Pokemon involved.
Dan
I didn't know it had a little character. That's so good. Yeah.
Luke Lafreniere
There's little mini sleeping. All the Gen1 starters, including the Pikachu from Yellow, all just having a little nap on top of the hat with some little mushrooms. Mushrooms. There's a mushroom Pokemon moral that came later on a little wooden stump and stuff. This is actually a white hat that she tried to paint some, like, grass kind of texture onto, which was wild. And then there's another angle of it here. It was quite the thing to wear, but it was awesome. Yeah, it was cool. Emma. Emma did all that. It was fantastic.
Secret level.
Okay, good call, Good call, Good call. I'M gonna. No, I'm gonna leave it where it was actually. You might not notice. I was thinking of turning it like that, but then I think the act of turning the chair might make him notice. We'll see. We'll see, we'll see, we'll see. Good call, everyone. Good call. Good call. All right, let's see. What do we have? We should be talking about something. Is there I can do another topic or.
Linus Sebastian
Sure.
Dan
You got the crawler one. That's good. AWS and Google Cloud.
Luke Lafreniere
Yeah. Where's that?
Dan
Underneath it?
Luke Lafreniere
No, no, it's AWS and Google Cloud Interconnect announcement. Really? Part of this announcement is the introduction of an open source API to allow other cloud providers to adopt simplified connectivity for everyone.
What? Discussion question. We have seen in the last few months that these giant cloud services can effectively disable sections of the Internet when they go down. Yes. How do you think introducing a new standard like this will affect the industry moving forward? Well, I don't know.
Linus Sebastian
What.
Luke Lafreniere
The standard is totally fake. Arthur said. That is actually super sick. It's crazy.
Instead of NV link, it's AG link.
I would like to know more. I feel like this maybe should have actually had some notes.
AWS announces preview of AWS Interconnect Multi Cloud providing. Oh, interesting.
That'll be really expensive.
Multi cloud providing simple, resilient, high speed private connections to other cloud service providers. Starting a preview with Google Cloud. Okay, that is very interesting. I do really have to wonder how expensive that will be. I think it's going to be prohibitively expensive for a lot of places. But we will see easy cloud migrations. Yeah, I mean, I get it now. I just didn't fully understand it immediately from the notes. I should have paid more attention to the title.
Yeah, I don't have access to that. Cool. Nice. Yeah, I mean that sounds cool. Interesting. Resilient, but also probably very expensive. And we'll see how that goes.
You literally had to pay people to run actual wires in a data center before. Yeah, I mean, you're still doing that. It's just being obfuscated from you. That is totally still happening.
Linus Sebastian
I don't know.
Luke Lafreniere
I don't know, guys. A lot of this cloud stuff is very expensive and like doubling it is also going to be very expensive. It will be really nice for resiliency though. Certain services will benefit from that a lot. But I think if you're expecting like everyone to do that, it's. It's gonna be too much for a lot of places. Okay.
Dan
Did you get The Google one.
Luke Lafreniere
Which one?
Dan
Google has removed the call home.
Luke Lafreniere
Yes, we did. We did talk about that one.
New robots look like they could kick my butt.
Linus Sebastian
Okay, these are cool.
Luke Lafreniere
Engine AI released a video showing off the new T800 robot. Totally not a ripoff off. It's surprisingly agile. Performs a bunch of martial arts moves like front kicks and roundhouse kicks. Despite the no AGI Sorry, no AI slash CGI in the bottom left hand of the clip. Many comments. Don't believe it. Unitree responded with their own video a day later showing off the H2 robot.
Linus Sebastian
Hold on, hold on. Can we look at this first?
Luke Lafreniere
Yes. Yeah, that looks like this one. Look real at all.
Linus Sebastian
Billion percent Looks like cgi.
Luke Lafreniere
Yeah, that doesn't look real at all.
Linus Sebastian
Hold on, hold on. Let's see, let's see.
Luke Lafreniere
Hold on. Even, like the lighting and stuff.
Yeah, I don't. I don't even sort of believe this.
Linus Sebastian
If you're going to. If you're gonna make that claim.
Why would you shoot it like this?
Luke Lafreniere
Yeah, that's. That's why it's so strange.
Linus Sebastian
Hold on. Why doesn't the human ever interact with.
Luke Lafreniere
The robot and they're like faces covered with a hood the whole time?
Linus Sebastian
Well, no, that's fine. I don't mind that because that human is probably there. But they never. They never touch each other. You notice that.
Luke Lafreniere
Yeah.
Linus Sebastian
Like. Like when unitree does demos and stuff, they'll like. They'll. They'll like kick the robot and stuff.
Luke Lafreniere
Oh, you can see them there.
Linus Sebastian
No, no. I mean, but they never touch each other.
Luke Lafreniere
Yeah, yeah, yeah. Do they ever cross over? Even they get really close.
This is the weirdest shot video ever. It could be a stunt.
Dan
Wow.
Luke Lafreniere
Yeah. It looks too good. I don't believe that it's this good, but it could be a. Oh, man. This is the fakest looking video ever, dude.
Linus Sebastian
Like, why would you shoot it to look fake.
Luke Lafreniere
This is what I was saying is I could see it be a strategy where they're trying to get people to claim that it's not fake. So then they could prove that it's real later. Sorry. Claim that it is fake so they can prove that it's real later.
Linus Sebastian
The one time anyone touches the robot, it's not moving. It's not moving. It's. I don't even think it's on.
Luke Lafreniere
That is the most BS looking thing ever.
Linus Sebastian
And this. This looks more like the robot actually doing stuff.
Luke Lafreniere
Yeah.
And then this suddenly super doesn't.
Linus Sebastian
Okay. Anyway. Okay, so this is Engine AI.
Luke Lafreniere
Yeah, I don't Know about that.
Linus Sebastian
Okay.
Luke Lafreniere
And then Unitree responded with their own video a day later showing off the H2 robot. Their video starts with the 1.8 meter tall humanoid robot beating up a much smaller robot. Then it spars with a person and a bigger robot.
Linus Sebastian
See, this also looks kind of fake, except, okay, there's actually people back here. And when we move on.
Luke Lafreniere
This one feels a lot more real.
Linus Sebastian
They actually interact with the robot.
Luke Lafreniere
It feels a lot more real. Even a lot of the movements. Like, it's surprisingly fluid, but it still has like the classic robotics. Like, you know, oh, I am unstable. I will run, you know, algorithm thing to figure out how to become stable again. Yeah, like little things like that. That little, like, struggle. That feels a lot more legit.
Linus Sebastian
Oh, yeah, 100%.
That looked legitimately dangerous being in the ring with this thing. Like, if it connected on one of these roundhouse kicks. Check this out. Oh, no, not this one. Never mind. Hold on. Here it is. Like, if it had connected with that kick.
Luke Lafreniere
Yeah, it could suck.
Linus Sebastian
That would have freaking hurt.
Luke Lafreniere
I would suck.
Linus Sebastian
Like, maybe injury hurt. Anyway, Unitree just can't stop winning, man.
Like, they crazy. The whole industry is moving so fast that it would be impossible to tell us which horse is gonna or horses more likely are gonna win this race.
Luke Lafreniere
Well, based on those videos, I don't think interest an AI is because I don't think they have a horse.
I don't know. That video is just so fake looking. It's ridiculous.
Linus Sebastian
Yeah.
Luke Lafreniere
Like, look at the lighting that would have been required for this intro.
Linus Sebastian
Hold on. Apparently the engine AI T800 video has behind the scenes that's been released as a response to the fake CGI comments. All right, let's have a look.
Okay.
Okay. That looked more awkward. Okay, hold on. Let's see. Hold on. Wait. Okay, this guy. This guy is moving. Okay, they've got this.
Luke Lafreniere
Doesn't do much to make me believe it. I'm just saying.
Linus Sebastian
That helped a little.
Luke Lafreniere
That's not the take that's in the video.
Linus Sebastian
No, it's not.
Okay. Yeah.
I want to see someone interact with this stupid robot.
Hold on, hold on. Is it going to touch something? Wait, what is buddy here doing?
Oh, okay, that's snatching cam.
Luke Lafreniere
I'm still skeptical.
Linus Sebastian
Show me it doing something not badass. That's what I want.
Hold on. Wait, wait, wait. I want to go back to that one for a second. So where's the sun? Okay.
Man, this looks so fake. Touch it. Somebody touched the robot. See this, this is convincing. But again, it's but then it cuts. I don't know, dude. I don't know, dude. I'm. I'm not very convinced right now.
Okay. I still don't believe it.
I don't know. What do you guys think? What do you guys think? Did this help at all?
Oh, man. A lot of people saying the. The behind the scenes makes it look even more fake.
Ah.
I. I don't know. I would. I need to see a human interacting.
Luke Lafreniere
I'm also not like. Like I said, it felt like a move where they wanted people to say that it looked fake so they could try to prove that it wasn't fake. And the. The non behind the scenes video is only three days old and they have the behind the scenes cut already out. I feel like they're just trying to get in news headlines right now and they succeeded.
Linus Sebastian
You think so?
Luke Lafreniere
That's my vibe check.
Linus Sebastian
That's some pretty good 4D chess.
Luke Lafreniere
It feels very planned out, though.
Linus Sebastian
Yeah, I don't. Sure. Yeah, I mean, you plan when you play 4D chess. That's like the whole idea.
Luke Lafreniere
I don't know.
Linus Sebastian
Yeah.
Luke Lafreniere
Yeah, dude.
Linus Sebastian
Okay, seriously, Scooby 3 says the old push it back with. With a broom test. Yeah, I want to see that. I want to see it like it's.
Luke Lafreniere
It's. They're one day apart.
Dan
I want to see it. Failing to do a bunch of the, like, spinning kicks.
Luke Lafreniere
It's not just that this video is three days old. This one's only two days old.
Linus Sebastian
Yeah, I. Well. Oh, no.
Luke Lafreniere
At least immediately afterwards.
Linus Sebastian
That's true enough. But like, it's not like that took a lot of editing to do. Like, they just chopped together some. Some footage.
Luke Lafreniere
Yeah, like, what.
Linus Sebastian
What's. They've got a bunch of other stuff on their channel.
Luke Lafreniere
Setting the record straight on CGI rumors. I. I really think it's. It's a publicity thing.
Linus Sebastian
Like, have they ever done anything in the past. Hold on. Searching for their channel didn't bring it up for me. Can you. Can you bring up their channel again?
Luke Lafreniere
Yeah.
Linus Sebastian
Oh, wait, no. I found it now.
Like, they've got a whole bunch of videos on their. On their channel. Like, do any of these other ones?
Nice.
Like, this looks.
This looks more believable.
Luke Lafreniere
Hit it with a broom. Interact with it directly.
Come on.
Linus Sebastian
Touch it. Touch it. Speed. Touch it.
I mean. Yeah, that.
Luke Lafreniere
That looked a lot more realistic.
Linus Sebastian
That looked a lot more realistic.
Ah.
Okay. Well, when was this anyway? I hate how hard it is to just find the stupid details. Okay. Yeah, you got to go find the hamburger Menu menu. Then click description. So that was in April of this year. You know what? Let's see, let's see how it goes. I, I agree with Luke that they're obviously playing a get in headlines game.
Luke Lafreniere
Yeah.
Linus Sebastian
Until, until I see something that doesn't look quite as polished and staged and.
And as devoid of real material interactions as even the behind the scenes here, I'm gonna find this pretty darn hard to believe.
Luke Lafreniere
And if they like hard scripted a bunch of movements that do look that good. And that's why some of the standard walking scenes look dramatically lower tech than the like, martial arts scenes where they're like moving much more like you would expect. And then suddenly they're like fluid and dynamic.
Maybe. But like a lot of these things, it looks like the, like metal is almost bending in a way that like a human doing these types of movements would, would flex and bend when it like collides with the ground and stuff. And then you suddenly see the walking scenes is like, like, I just, I don't know. I have a hard time believing it at all. But if it is like hard scripted to happen specifically in like that room, in that setting with that floor material and all that kind of stuff, maybe they've got something. Maybe it's never useful to anyone really. But like, okay, maybe.
Linus Sebastian
Yeah, I, I.
I'm gonna wait, I'm gonna wait before just pronouncing this to be fake and before pronouncing this to be real.
Luke Lafreniere
I'm not saying this as a fact, but I'm, I'm definitely siding on the it's fake side. And if it isn't fake, then, I mean, hell yeah.
Linus Sebastian
I'm gonna say it looks all power to him.
Luke Lafreniere
It for sure looks fake. And then, and then again this part, like, it might not all be fake. This part seems like it could be legitimate. This movement all seems pretty normal.
Linus Sebastian
Yep.
Luke Lafreniere
Very. Kind of often one motor at a time and then we're back to nah.
Linus Sebastian
Yep. Fair enough.
Anyways, we don't have any other, like, real topics, but there were a couple other things to talk about. My, My son started a 3D printing business.
Luke Lafreniere
Yeah. That. You're doing a video for that, right?
Linus Sebastian
Yeah.
Luke Lafreniere
Like, has to be.
Linus Sebastian
Yeah.
Luke Lafreniere
That's amazing.
Linus Sebastian
Yeah.
Luke Lafreniere
I've heard the story behind this and it's incredible.
Linus Sebastian
I, I took a, I took a picture of him last night. Cause he's actually the, the first teenager that I've ever met in my entire life who's like the king of just getting a good night's sleep and you know, being fresh in the morning. And so this is, this is really unusual for him but he was like up really late last night and so I got home from the Christmas party and I was like, I went to say goodnight to all of the kids and make sure that they were in bed. And so my daughters were in bed and I was like, that's good. And I went to pop my head into my son's room and I was like, good night, boy. And then you're not in here. Oh, lights on in your bathroom. You're not in there either. Where the heck is he? Like, is he in the mechanical room again? Because he has been spending so much of his time down in the mechanical room. And Dan, I just sent you a picture. And this is the scene that I walked in on. I have never been prouder.
Luke Lafreniere
Hell yeah. So what are those? Christmas trees?
Linus Sebastian
There are little fidget toys that are two spiral things.
Luke Lafreniere
Oh, I've seen.
Linus Sebastian
Yeah, go together. He has like a, an entrepreneurship fair coming up at the school and so he's bringing the ones on the bamboo that are closer to us are those little infinite fold fidget cubes. And so he's bringing a bunch of like pre printed stuff and then also promoting his like choose your own 3D printing business. So he's been. Yeah, you can take it down now. So he's been learning a whole bunch of like 3D printing. So he's learning about different filaments and like the different temperatures and odors and off gassing and like just like sort of all this various stuff. He keeps asking me to like, like buy more filament and I'm.
Luke Lafreniere
Have you got him into flexible stuff yet?
Linus Sebastian
Not yet.
We.
Have some but most of the orders that he's getting are not for stuff that uses it. And right now he's having a hard time keeping up just with what people are requesting, let alone going and just like exploring and finding interesting things to.
Luke Lafreniere
Go and doesn't have to do as much product development yet.
Linus Sebastian
I'm trying to find a way to make him actually sort of think about the nuts and bolts of how to make this a business but not make it just, you know, impossible to overcome. Because other than like sports, he's had a hard time finding like a hobby up until now. He loves gaming, he loves sports, but you can only play so many video games a day. Sorry, it's not, that's not. You're not going to be an esports pro. Not in my house. It's just not going to happen. And you can Only do so much physical activity before your body just must recover. And that's actually a healthy thing to do. And so he. So he's finally. He's finally done it. He's like super dialed in. So the, the balance that I think I found is that he has to pay me for filament by the weight that he uses.
Luke Lafreniere
Interesting. Is that. So is that true when he's selling product, but not if he's making it for himself.
Linus Sebastian
He doesn't make anything for himself. He doesn't care. He does not do, like, gadgets and stuff. He like, dude, we'll go to. We'll go to Disneyland as a family. I kid you not. And the whole weekend the girls are like hounding us for some princess thing or some dress or some wand or some balloon or whatever. Actually, I shouldn't. I should give them more credit than that. Once they grew up a little bit, neither of them would hound us. But we do have sort of the rule in our house that they learn is that when we go on vacation, you can have one souvenir. Don't bother us about it at the end. Keep your eyes open. And then at the end, let us know. And if it's something within the budget that we set, then that's one. And that's. And don't bug us past. That is sort of the rule that we have. Have. But anyway, so the girls will have their eyes out and they'll be like chitter, chattering at each other about what they like. And, oh, if we each get one of these, then we can play that together.
And. And at the end we'll be like, okay, we've done. We've done our shopping for the girls. Boy, do you want anything? Be like, no. Are you sure? Like, they, they have. Build your own lightsaber. No, they have like, here's the thing you could put on your wall. No, I got stuff on my wall. All right.
Luke Lafreniere
All right.
Linus Sebastian
That's cool. He's just. He's really not materialistic. Anyway.
So we charge him for filament by the weight that he uses, not by the spools that we order. So if there's like a color he needs, I'll just order it. And then I'm like the, like, bulk distributor. Yeah, he only has to, like, pay for what he uses. I think that's pretty reasonable.
Luke Lafreniere
Seems alright.
Linus Sebastian
And then if he needs any other materials, that's his problem. So he placed his first order with McMaster Carr last week.
Luke Lafreniere
Nice.
Linus Sebastian
He ordered some magnets and some like, M2 screws and he's using it to make little rubber band guns. And I told him no black ones.
Luke Lafreniere
Yeah, that's a specific.
Linus Sebastian
No black guns. So the first one he made was, like, in lilac.
Luke Lafreniere
That's a Canadian legal thing.
Linus Sebastian
Just.
Luke Lafreniere
Just for anyone.
Linus Sebastian
Yeah. Do not 3D print not racist, and take it to school. Okay.
Luke Lafreniere
Oh, my God.
He's talking. Oh, man. It's not racist.
Linus Sebastian
Stop. They know.
Dan
They know.
Linus Sebastian
They're just teasing. Luke, calm down.
Dan
It's fine.
Linus Sebastian
So the first one he made was in, like, lilac, and I was like, yes, approved.
But like I said, he intended to make the first one in black.
Luke Lafreniere
Yeah.
Linus Sebastian
I was like, boy, I do not want a letter from the school about this. Please, for the love of all that is good.
Luke Lafreniere
It's gonna be a letter from the government.
Linus Sebastian
Ah. And so. And he's also making these, like, cool flipping.
Luke Lafreniere
They have to be like, oh.
Linus Sebastian
And I'm like, goodness.
Luke Lafreniere
Make them in Fisher Price.
Linus Sebastian
Yes. Make them in fun toy colors. That's all I ask.
Luke Lafreniere
Yeah. Yeah.
Linus Sebastian
So.
Anyway. Where was I going with this? Yes. So he's got his. Oh, yeah. Right, right, right, right, right. So he needed, like, these M2 screws and. And magnets, because it's got. It's got kind of a cool element to the design where you glue in some magnets, and it has, like, a removable magazine. The magazine doesn't do anything, but it's like, you print out two mags, and it comes with a couple mags, and they, like, magnet in whatever. Like, kids love that stuff.
Luke Lafreniere
It's a toy.
Linus Sebastian
Yeah, exactly. That's why it's not black.
So we.
So he ordered that, and he's like, yeah, the shipping cost is so high. I'm like, yep. He's like, I can't buy just two M2 screws. I'm like, nope. He's like, I'm gonna have to sell, like, six of these. And I'm like, yep. And so that's why I want to have him, like, paying for some of his materials.
Luke Lafreniere
Yeah, that's cool.
Linus Sebastian
I don't charge him for machine times. I think I've decided now I'm not gonna charge him for any, like, upgrades to the machines. So the print farm, he gets free time on it as long as he shares with his sisters, because they like to print toys for themselves. Neither of them are really selling things at this point. And then he has to pay by fulfillment, by weight, that he only what he uses, and then anything else that he needs to make, like, cool designs and stuff.
Luke Lafreniere
Seems Extremely reasonable at this point.
Linus Sebastian
And then even Vaughn's really encouraging him to start tracking all of his expenses and all of his revenues in a spreadsheet to make sure that he's, like, paying himself at least a break even and hopefully like an amount of money that's worth it. Because as you could see, he's spending a lot of time on this now. It's a mess right now. And the first thing he said when I walked in the room was, I'll clean it up tomorrow. And I was like, honestly, I'm not even mad. Yes, do clean it up tomorrow. But I'm not even mad about this. Last night I was in the bath and he came in and interrupted me three times because there a bunch of filament got stuck on the outside of one of the hot ends, and he was like, trying to swap out for another nozzle. And he was like, working on extracting the ceramic heating element and, like, putting the temperature probe in, and a bunch of like, PGG filament had gotten kind of stuck on it and they ended. He ended up breaking it. And I'm just like, I'm not even mad. This is honestly, like such a proud dad moment right now. I will buy you a new heating element. Yeah, I don't even care right now. I'm just so glad that for the first time in your life, you are like dialed the in learning this stuff and. And like, highly interested in it. So he accidentally ordered slightly the wrong size magnets, or rather McMaster Carr was an imperial and the file was. Was in metric. No, this is great.
Luke Lafreniere
That's a good lesson because.
Linus Sebastian
Because.
My daughter, my middle child, is actually more interested in learning the modeling side. And so they don't always interact a ton. There's a couple year age gap and there's the gender gap. The gender gap is big, and kids socially will tend to be like water or electricity. They will take the path of least resistance very often. So when the two girls are a pretty similar age gap, and the girl and the boy are a pretty similar age gap, there's a tendency for the two girls to just do girly things together and for my son to be kind of left out. And so that was such a cool parent moment when she helped him with it. This strategic decision that I made a year ago, because I don't know if you remember this, but the 3D printer was a Christmas present for the whole family with an ulterior motive, right? I wanted them to learn this stuff. I was gonna help them with it until I stopped until they got into it enough that when I stopped, they'd be motivated to keep it going. And anyway, it was really cool to see them work together and figure out how to modify the model to make the magnets that he ordered work. And it was like, ah, proud parent moment. Let's go.
Luke Lafreniere
Super cool. Yeah.
Linus Sebastian
Yeah. So I. I did warn my son. I was like, okay, you do need to keep this, like, kind of low profile, because otherwise the school could tell you that you're, like, not allowed to do it anymore.
Luke Lafreniere
That did happen. There was some kid at my school that had a locker full of, like, snacks and stuff that he would sell, and he got shut down.
Linus Sebastian
So the school did send out a memo about a week after I warned him. Cause he was like, oh, yeah, I'm gonna, like, have a bunch of them, like, hanging off my bag, and I'm gonna put a sign on my backpack that says so. So they sent out a memo to their credit. They were actually pretty chill about it. Not because this is for the entrepreneurship fair. Like, this is. What he was doing in that picture is official school business.
Luke Lafreniere
Yeah.
Linus Sebastian
He's also selling snow cones, so Yvonne helped him with that side of it, and I've been helping him with the 3D printer side. And so that's like. That's like an official, officially sanctioned thing during school hours. And then for the. For the just, like, on the side stuff. Basically what they said was, look, you can't exchange money during school hours or on school property. You can talk about it.
Luke Lafreniere
Or on school property.
Linus Sebastian
Yeah, but that's fine because you can just step one step off of.
Luke Lafreniere
Walk out during lunch. Because you said. Or both. Okay. And.
Linus Sebastian
Yeah. And.
Luke Lafreniere
Okay.
Linus Sebastian
So basically they could just. They just have to, like, arrange to meet after school. And I was like, you know what? That's actually pretty chill. They're not like, you can't talk about it at all. You can. They didn't, like, ban 3D printed fidget toys.
Luke Lafreniere
That seems reasonable to me.
Linus Sebastian
That seems perfectly, totally reasonable. So I told him during the entrepreneurship fair, he should not only sell the fidget toys and stuff, but he should 3D print, like, little, like, challenge coins that just have, like, his name and his grade or something just so that people, like, know.
Luke Lafreniere
Yeah. Because that's super cheap. So that's a marketing expense, and just give them out. So now you're teaching them about.
Linus Sebastian
Let's go.
Luke Lafreniere
That's sick.
Linus Sebastian
Teaching business.
Luke Lafreniere
What would be kind of neat is if you got him to print some stuff that might be interesting for. I'm Assuming this business fair, whatever thing, it's not just kids, right? Right. Parents are going to.
Linus Sebastian
No, it's just kids.
Luke Lafreniere
Oh, okay. Yeah, nevermind. Then I was gonna say, if there was parents going, I would, like, print some stuff that they might be interested in as well. Then they could place orders through their kids.
Linus Sebastian
Then it might get shut down.
Luke Lafreniere
That would be sick.
Linus Sebastian
All it takes is one parent to complain.
Luke Lafreniere
Oh, my God. He could set up a really basic website and just have it be like that. You reserve an order and then he could bring it to school. Technically, the sale happened through the website.
Linus Sebastian
He's thought of that. And he has a classmate that wants to build the website for him and, like, partner with him. And I'm just like, I'm not gonna interfere with that because I think he could probably do it himself. But I want the classmate to learn too. And I want them both to learn that going into business together has advantages about that and disadvantages and relationships are complicated and sometimes can be very fruitful and sometimes can be very challenging. These are all just things that, like, I was a decade from starting to learn when I was his age.
Luke Lafreniere
Yeah, yeah, yeah, right?
Linus Sebastian
Like.
Luke Lafreniere
Yeah, yeah. No, that's super valuable. Super, super valuable. My thing with the online purchasing is you could. They didn't say anything about distribution. So if the payment happened.
It can be distributed just fine.
Linus Sebastian
Yeah, that. I mean, I don't know exactly what the wording was.
Luke Lafreniere
Do they have lockers?
Linus Sebastian
Yes. Oh, man.
Luke Lafreniere
Yeah. I like this idea too.
Linus Sebastian
I know, I know, right? It's so cool.
Luke Lafreniere
Because he could set up a relatively small printer in there, and then if the transaction happened online, he could do like, ready to order?
Linus Sebastian
That's too far. They would definitely. The second there's an extension cord running.
Luke Lafreniere
Into his locker, you could get like a.
Linus Sebastian
What are these, jackery?
Luke Lafreniere
There's an answer for everything, dude. There's an answer for all things. All things are solvable.
Linus Sebastian
Iago ego says, it's just sad that 3D printing is, at this point, mostly just churning out other people's work and selling it. I. I would offer an alternate perspective.
Luke Lafreniere
Coding.
Linus Sebastian
Libraries. I mean, even. Okay, let me just.
Dan
Do you write your own random number generator?
Linus Sebastian
Let me. Let me offer an alternate perspective. We're talking about kids here. The fact that my kids used our 3D printer exclusively as a toy factory, just printing other people's designs, in this case, selling them, you could see that as a bad thing. But let me pitch the. The. The. You have to get your feet wet somewhere. Let me pitch the education angle like, they were never going to have to learn to widen that magnet mount hole if they didn't have someone order someone else's design.
Luke Lafreniere
Dude, the collaborative aspects of that is so freaking cool.
Linus Sebastian
And they're never gonna learn to make a better magazine that goes into the gun design better if they never learned to widen that hole. And they're never going to create their own, you know, elastic gun designed from scratch if they never made that magazine modification or built a cool accessory that goes on the rail. You have to start somewhere.
Luke Lafreniere
It could end up turning into a thing where your, your daughter's fun, cool toy design models end up being what your son is, like, peddling at school. And there's some form of, like, profit sharing agreement between the two or something. Who knows? Like, it's all paths from here are pretty cool, except for a path where it gets fully shut down. And I'm happy that the school, you know, did a fairly reasonable thing. I'm being like, you know what? Don't sell these on hours.
Linus Sebastian
Don't overdo it.
Luke Lafreniere
Yeah, which seems totally reasonable.
Linus Sebastian
Pump the brakes.
Luke Lafreniere
But I'm happy that they didn't completely shut it down because, I mean, there's. There's weird aspects of that too, right? Because, like, we're sitting here thinking of ways that he can kind of work around it. That is part of business.
Making sure that you can operate as optimally as possible but not break the rules is literally part of running business. So, like, is actually a good lesson for him to understand that, like, if he pushes it too far, they have the power to shut him down. So he shouldn't do that. But it is a reasonable thing to push it a little bit and, like, try to. Try to do what he can. I think this is amazing. I heard this concept. Not all these details, but I heard the concept and like, immediately basically begged that there would be a video. And they're like, yeah, yeah, yeah, yeah, it's probably gonna be a video. I was like, thank God.
Linus Sebastian
So Moominsareal says, so are you suggesting that scraping for AI was good because they had to start somewhere so incredibly? That is, that is such a.
Luke Lafreniere
It's literally not stealing.
Linus Sebastian
It's such a bad faith comparison on so many levels. Now, hold on, though, because there are a lot of models.
Luke Lafreniere
I'm bothered.
Linus Sebastian
Hold on. A lot of. There are a lot of models on these marketplaces that are not approved for commercial use.
Luke Lafreniere
Yeah, but, but his.
Linus Sebastian
However, we are explicitly, in this case, we are explicitly talking about small scale student use, which. Okay, is it commercial yeah, but there's degrees of commercial use and there are, there's, there's nuance, guys.
Luke Lafreniere
Well, are the models that he's using with that license legitimately.
Linus Sebastian
Don't know.
Luke Lafreniere
Okay.
Linus Sebastian
Kind of don't care, to be honest with you.
Luke Lafreniere
I don't really either. But they might also just not be.
Linus Sebastian
They also might just not be.
Luke Lafreniere
I, I agree. There are a bunch of models that are like that. They're also a bunch of models that just don't care at all.
Linus Sebastian
And look, over time, if he scales this thing up and all of a sudden he's like selling online and selling, you know, thousands of gadgets a week.
Luke Lafreniere
He'S going to need to make sure he's playing by the rules.
Linus Sebastian
Then he's going to need to make sure that he's playing by the rules. But when we're talking about, you know, a company like OpenAI or Perplexity, companies that have millions upon millions or billions of dollars of seed funding, guys, we're talking about a totally different thing. We're not talking about a kid in their basement printing 3D printed models and taking them to school and selling them for $4. Right. Like, we've. Context does matter. And I know that's a really hard concept for people, but it does matter. It does matter a lot. And the world is not black and white.
All right.
Oh, yeah. You know what? I don't really think that talking about the podcast I was on matters that much, but what is an interesting conversation.
I was. I was on, like an interview.
Hold on, let's see if I can find it. Yeah, yeah, there we go. I did an interview with John, you, Shay, and.
Luke Lafreniere
There was not the podcast.
Linus Sebastian
Yeah, this is it.
Luke Lafreniere
Oh, okay.
Linus Sebastian
Yeah. And quite a few. Quite a few people were very confused and some very upset by.
This.
Luke Lafreniere
Wait, they were upset by it?
Linus Sebastian
Yeah.
Luke Lafreniere
I can understand being confused. I don't understand being upset.
Linus Sebastian
Yeah. So YouTube has a new feature.
Luke Lafreniere
Yeah, it's cool.
Linus Sebastian
That allows a channel to. To collaborate with another channel.
Luke Lafreniere
Yeah, it's like, awesome.
Linus Sebastian
Like, through the platform. Well, hold on, hold on. Because there's alternate perspectives here. To collaborate through the platform and publish a video to the subscriber feed of the channel that they collaborated with.
Luke Lafreniere
Yeah, that's why they're upset. I didn't know it did that.
Linus Sebastian
So that's where things get a little bit interesting. Is there a way for me to. Is there a way for me to search? Can I. Can I find all the comments that I.
Luke Lafreniere
No, I'm personally still okay with that, but I Also understand why that would bother people.
Linus Sebastian
That's irritating. This is gonna be. This is gonna be a pretty hard thing for me to find here then because I ran into someone that was like, very upset about this feature and I just legitimately was like, I would like to know more about your perspective because you have extremely strong feelings about this. And I don't really. I don't really get it.
I'm gonna see if I can find it because they. They in some ways kind of raised an interesting point, but in other ways, I think are maybe not necessarily considering the. The shades of gray, I guess. So on the one hand, they're black and white. Point that I can. That I can agree with is that I didn't subscribe to this channel. Get the. Out of my feed.
Luke Lafreniere
Yeah, I understand that.
Linus Sebastian
Fair. Valid. Oh, good. I found the comment.
Luke Lafreniere
It would just. It would just be kind of cool if there's. When you go to your subscription feed, if there was a like, checkbox option thing to like, no longer show collaboration.
Linus Sebastian
So here's Buddy's comment. I hate, hate, hate the Collab feature on YouTube. And nine out of 10, I will not watch the video out of spite for this feature. We should not be getting videos from a creator or subscribe feed from people we are not subscribed to. With that said, I don't know this podcast, but I am interested in Linus getting interviewed because it happens so seldomly. I mean, he's not afraid to say whatever the f he wants on his own channel, especially when. Anywho. Back to the show. So I said, this seems like a super weird hill to die on. I'm interested to understand more about your stance. You subscribed to our creator, me, I assume in this case. And YouTube made a feature that notifies you when I'm in a video. I honestly don't see the problem with it. Can you help me out?
Luke Lafreniere
Okay, so here's how open of you. Very, very, very nice. Well, no, I just have a reasonable comment, sir. I'm not being sarcastic.
Linus Sebastian
I did call him super weird.
Luke Lafreniere
I'm still me say he was super weird.
Linus Sebastian
I said it's a super weird hill. Yeah, but I mean, he's dying on it, so I think the implication was clear. I think you're being super weird about this was kind of what I was saying. But I genuinely, genuinely.
Luke Lafreniere
It felt like you were genuinely open to see their perspective.
Linus Sebastian
Well, I didn't think. I didn't think he was coming at it in bad faith. Yeah, I could tell he was legitimately upset that he wasn't making like assumptions or sweeping generalizations as far as I could tell. Yeah. So here's what he said. Okay. And the example that started this collab feature was Mark Rober and Mr. Beast. And that is. That is fair enough. I think they were the first ones to get access to this feature. I think they launched it with the Clean up the Ocean collab earlier this year. Yeah, don't quote me on that though. But I believe they have used it. I have a problem with Mr. Beast and his practices. Mr. Beast has since been shoved down my throat multiple times because he collabs with creators. I love watching, but I don't want to watch a Mr. Beast video. I specifically have him blocked for a reason. I shouldn't be forced to see his face. Or videos in my subscriber feed have them blocked.
Luke Lafreniere
Yeah, it shouldn't show.
Linus Sebastian
And that is why I wanted to know more because I could tell we were going somewhere with this. And I agree a hundred percent. YouTube needs to fix this.
Luke Lafreniere
Yeah, that seems simple to fix.
Linus Sebastian
It's one thing to feed me a video of a person that I subscribe to, even if they're on someone else's channel. Yeah. It is an entirely other thing. If I have explicitly said do not show me the collaboration.
Luke Lafreniere
So simple to fix though.
Linus Sebastian
Well, they probably just didn't think of.
Luke Lafreniere
It and it just needs to. Yeah. Be properly communicated. Very slow machine needs to eventually turn out the fix and it'll happen. I'm sure.
Linus Sebastian
I've been dying on this hill for the months this feature has existed. It's a long death. I'm pretty sure I've said it in your comments section a few times in the wan comment section if you happen to mention it. I didn't see it before. Sorry. Jsereal187 thanks for taking the time to recognize it. I also, I think it should be your or the collaborators responsibility to show me slash advertise this content. Put a post up on your socials or on the YouTube feed. Hey, I made this thing with this person. Check it out. Or don't. So here's where I'm gonna kind of go counterpoint. Jsereo I wish I had that power. I don't. If I post something on like the Linus Tech Tips community tab, or if I post a short or something, if it doesn't resonate strongly with the audience, especially with how sensitive algorithmically YouTube has been lately to things just being either mega bangers or absolute flops, it will have like zero reach. You won't see it. And so YouTube took away my power to promote these things myself a really long time ago, algorithmically. So what they're doing is they're giving me back the scraps, they're giving me the ability or they're giving another creator the ability to properly cross pollinate in a way that we haven't had for a long time. And I totally get it if you have a channel blocked. Like if you had this John guy, you know, if you hate his channel or something, or in your case it was Mr. Beast, it wasn't Johnny. I can't see anything to hate about John here, but. But in your case it was Mr. Beast. If you have a channel explicitly blocked that you have do not show flag.
Luke Lafreniere
You should never see it.
Linus Sebastian
You should never see it. I agree with you a hundred percent. That's something YouTube needs to fix. But your suggestion that I just sort of promote things myself. I wish I could. I hate that I can't. That I can't publish something and be trusted to not spam my viewers with stuff they don't want to see. To actually have the power to push a notification to the people who click subscribe and just let them unsubscribe if they don't want to see it. But YouTube determined a long time ago that for their business interests, which are Maxwell watch time and maximizing ad and premium revenue, it was better for them to just because they knew that users were just gonna be too lazy to unsubscribe to a channel they didn't wanna hear from and they were just gonna turn off YouTube notifications. That's where it came from. That's what this all goes back to, is users, instead of unsubscribing from stuff they don't wanna see, they would just turn off notifications. And YouTube doesn't want that. So they determined it was better for them to decide how often to give you a notification from my channel. They took that power away from me long time ago.
So yeah, last thing I said was, okay, hey, thanks for elaborating. I still think it's a little overkill to want to remove a feature from the platform because there's one specific creator you're trying to avoid. I also agree with your general sentiment that as a viewer you should be able to control the content that is fed to you. The part I don't agree with is that this is any worse than basically anything else YouTube has done algorithm wise over the last five to ten years. The short shelf being in my way all the time or the utterly broken search that's full of stuff I've already watched and stuff I'm not looking for so much worse, imo. Anyway. Look at that. Look at that. A respectful interaction on the Internet. We should have it bronzed.
I learned something. And hopefully JS learned something as well.
Luke Lafreniere
This is. I was scrolling through the YouTubes while you're talking about that. I just have, you know the account that's logged in for the WAN show here. I just noticed something random in the recommendations which was a 13 year old Nvidia video, a 4 year old Delta Highlights video, a 15 year old white 546 video.
13 days 2 months 12 year old video. Scroll down more. 8 years ago 16 years ago what's happening? Why is this account recommended just like the oldest stuff ever.
Linus Sebastian
Maybe it just knows you're old. Maybe this is the equivalent of Spotify's your listener age.
Dan
I'll go. Seems to have changed in the last few days. I've noticed my feed get really weird again.
Luke Lafreniere
It did somehow pick up that I would want to see the I am Gabe Newell that. Well, no, that would want to see this one. Skybliving delayed at 2026 so they know that about me somehow. Even though it's not even like really my. I guess it sort of is my.
Linus Sebastian
Account but like search for stuff sometimes.
Luke Lafreniere
But I don't watch it. It's just on WAN show.
Linus Sebastian
No, but you search for stuff in this Chrome profile that is related to what we talk about on when so you've definitely.
Luke Lafreniere
Maybe we talked about Sky Blue. We probably did, Luke. We probably did, Luke. We did.
Linus Sebastian
Thank you.
Luke Lafreniere
It happened. Is that it for topics?
Linus Sebastian
Yeah, I think so. Anyway, you can go check out the interview if you want.
A lot of ground has been tread before on the WAN show, but it's a more concise version of a lot of it. You don't have to watch like a thousand hours of WAN show. You could just watch the one interview. And he was really nice. Very accommodating host. Yeah, super cool. I met him for the first time at VidSummit. That was where we. It was actually I was. I saw a couple complaints on his channel. It's amazing how spoiled people can get because his channel generally looks really great. So I saw some complaints about his set and it's like bro, they managed to make it look that good in a conference room. I was like. I was marveling, yeah. At what he and his team pulled off and like their amazing attention to detail. And meanwhile people are like complaining about it. I Yeah, I was like. I was like, great job, you guys. This looks. This looks swell.
Luke Lafreniere
Why were they complaining?
Linus Sebastian
This was. This was just in, like. Like an ugly. You know how every conference room has to be, like, tan and brown? Just. Yeah, we were just in, like, an ugly tan brown. They brought in a rug to zhuzh it up a little bit, brought in some plants. They got the lighting. I don't know. I thought they did a great job.
Luke Lafreniere
I didn't think it was in a studio. I didn't know where you were, but I. Yeah, I mean, the vibe. Pretty good.
Linus Sebastian
We were in a horrible meeting room at a hotel.
Luke Lafreniere
Yeah.
Linus Sebastian
Or in a conference center.
Luke Lafreniere
I didn't see much of it.
Linus Sebastian
Great job. Great job.
All right, Dan, I think it's time. It's. When? After dark. Except it's the afternoon light out there. I don't know how to deal with this.
Luke Lafreniere
He was ahead of us.
Linus Sebastian
I don't know how to deal with this.
Luke Lafreniere
Yeah, it's a little weird.
Dan
There's other connotations.
Linus Sebastian
Yeah.
Dan
We don't go outside.
Luke Lafreniere
Yeah.
Dan
How about some merch messages?
Luke Lafreniere
Yes.
Linus Sebastian
I'd love that.
Dan
Okie dokie. First time catching a show between work and being Sabbath observant in my community. Sundown Friday.
Linus Sebastian
Hold on, I'm a little. Wait, I'm a little confused. Can we slow down for a second? I thought you're allowed to recreate. Wait, are you not allowed to use computers?
Dan
Well, it's not Friday sundown yet.
Linus Sebastian
No, no, I know, but just like the Sabbath in general, I don't know the rules. Yeah, but is watching a podcast work?
Dan
Turning on a light is work.
Linus Sebastian
Is he calling us work?
No, no. I know. It's rude, right, though?
Luke Lafreniere
Rude.
Linus Sebastian
Okay. Oh, wait, wait, wait, wait. Tell me this, tell me this. Okay, okay, again, this is coming from a place of complete ignorance. I have no idea how the rules work. All I know is that sometimes my beautiful DNH orders wouldn't ship on time. That's literally all I know.
Dan
So I have a wire for that.
Linus Sebastian
But if I. If.
If you created a script that would like, that would. That would turn on your TV tomorrow? No.
Dan
What?
Linus Sebastian
I'm just asking.
Luke Lafreniere
This is a whole line of technology. This is a whole thing we can get into.
Linus Sebastian
Really? Shut up. So I could. I could push a button today on Friday, and then it could run a script that has a time delay to turn on the WAN show, like, tomorrow, and then. And then we'll turn it off when it's over. Like, would that. Would that count?
Luke Lafreniere
I think that's a Thing Like I'm pretty. Yeah. I've heard of like ovens that will turn on to preheat at a scheduled time and then you can have dinner. You can do stuff like that. Like it's.
Dan
You do a crock part. You start it in the. The morning.
Luke Lafreniere
Yeah.
Linus Sebastian
Special elevators.
That stop on every floor.
Luke Lafreniere
Yep.
Linus Sebastian
So that you don't have to press a button.
Luke Lafreniere
Yeah. You're not interacting with it. It just stops. Opens the door for a certain period of time and then keeps going.
Yeah.
There's like, there's a lot of technological workarounds.
Linus Sebastian
Huh.
Okay. Interesting. It's a whole industry apparently. Wow. This kind of reminds me of.
Luke Lafreniere
Apparently electrical timers are like a huge deal for this.
Linus Sebastian
This kind of reminds me of the. I think they're called halal mortgages.
I learned about this a while ago because you're not allowed to have a loan or. No, you're not allowed to pay or receive interest in Islam. So instead of a loan, it's an asset backed partnership or at least to own agreement.
Apparently they cost like way more.
Luke Lafreniere
Nice.
Linus Sebastian
Yeah.
Luke Lafreniere
I just love the name of this. But one of them is called the Shabob.
It's a light bulb that fits like any lamp and can be turned on and off on Shabbat. Apparently a toggle on the LED bulb allows users to make it go dark by concealing LED light diodes that actually stay on. Unlike other Shabbat friendly lamps on the market, the Shabob fits any socket can be used in a regular lamp.
Linus Sebastian
It's probably my least profitable item. But people love this product, says Mordecai.
You can use it during the week. You don't have to have a clunky lamp you have to take out. Especially for Shabbos.
Luke Lafreniere
Yeah. There's like the Shaweth mode ovens. Huh.
Linus Sebastian
All right. Wow. What a. What a. What a technology branch of technology.
Dan
I've also heard people accidentally setting it into the wrong mode and then they can't use their oven all weekend. So you can't use it accidentally.
Linus Sebastian
Yeah, right, right, right, right, right. Yeah.
Dan
Like I was trying to set it to cleaning mode and now it's just broken.
Linus Sebastian
Now, Now I want to learn more about these rules. Right. Like it's pretty cool. It's pretty cool. Okay. Okay. My. So my OMA had a lamp that didn't have like a switch. It was like the tiny touch to dim. Remember those? Those were so cool. How are those not in fashion anymore? Anyway, the point is like it was still have one. Yeah. It was like a Touch to dim. Is that a switch? Does that count?
Luke Lafreniere
What if you accidentally bump it?
Linus Sebastian
Well, I don't know. I don't know. I literally. I don't know. I don't know. Does that. Are you. What about voice control? Like, is that a thing?
Luke Lafreniere
Speaking is work. But then does that mean that you can't speak ever?
Linus Sebastian
I'd say yes because you still operate. No, this is not your debate, guys. I'm not debating anything. I'm asking questions. Yeah, chill, master of none. It's okay. It's okay.
Luke Lafreniere
Clap on.
Linus Sebastian
So no, Tim says I'd say yes because you still operate the device.
Luke Lafreniere
Yeah. Because you're not operating the elevator by just getting on it and getting off.
Linus Sebastian
Right.
Luke Lafreniere
You're not instructing it to do anything.
Linus Sebastian
Right.
Dan
Closing a blind, like closing the shutters on your LED bulb, I guess.
Linus Sebastian
Right.
Dan
That's why they don't turn on or off. You're just kind of like blocking.
Luke Lafreniere
You're affecting the result, but you're not actually commanding the device to do something different, I guess.
Linus Sebastian
Fascinating.
Dan
Anyway, yeah, the question is, have you ever done a full tech detox?
Linus Sebastian
Hold on, hold on. Lucky drive says my girlfriend is Jewish. If you bump into it, it doesn't count as it wasn't until intended.
Luke Lafreniere
If it's genuinely not intended, I think that makes a lot of sense.
Linus Sebastian
But are you allowed to turn it back off?
Luke Lafreniere
I don't know.
Linus Sebastian
I don't know. I don't know. Okay, all right, all right, all right. Okay, sorry. Dan, go ahead.
Dan
Have you ever done a full.
Linus Sebastian
No. We haven't even started this merge message.
Dan
No, I didn't even. I couldn't get to halfway through it.
Linus Sebastian
Wow. Okay, cool.
Dan
Have you ever done a full tech detox?
Luke Lafreniere
I have, unintentionally.
Linus Sebastian
No. Oh, no, I. I like tech. I should probably try it. How. How long would it have to be to truly be a detox?
Luke Lafreniere
I don't know.
Dan
30 minutes? I'm already shaking.
Linus Sebastian
I. I think if it's less than a week, you haven't even really, like, tried.
Luke Lafreniere
Yeah, My biggest problem with this stuff is work. Emma proposed, like, we should pick a day weekend where we don't do any.
Linus Sebastian
Got excited there.
Luke Lafreniere
Oh, Emma suggested that we do a day on the weekend where we don't use any electronics. And I was like, yeah, I mean, that's neat. But if something happens, I, like, need to be able to be in contact.
Linus Sebastian
That. That is such an way to respond to someone's suggestion. That's neat.
Luke Lafreniere
It is actually, like a cool idea.
Linus Sebastian
I just can't it is a cool idea.
Luke Lafreniere
I like. It's. I would. I would genuinely like to. And I suggested we do like severely limited or something, but like smartwatch. I don't think I can actually.
I don't think I can actually just completely cold turkey it. Because of work stuff.
Linus Sebastian
And like, part of my big issue is that when I'm bored, what I would probably like to do is like just do some work stuff. Like it's kind of my hobby.
Luke Lafreniere
Yeah. So that happens to me.
Linus Sebastian
Yeah. But like, I think that's the point of digital detox.
Luke Lafreniere
I can do something else, though.
Linus Sebastian
That's the point is you're supposed to just not.
Luke Lafreniere
I am certain I can do something.
Linus Sebastian
Okay. Okay. Tell you what, 20, 26.
Let'S do it.
Luke Lafreniere
Do what?
Linus Sebastian
Let's do a couple's weekend.
No tech.
Luke Lafreniere
That's gonna be a problem if neither of us can be contacted.
Linus Sebastian
Doesn't matter. Also Yvonne. Don't forget Yvonne.
Luke Lafreniere
Oh, God.
Linus Sebastian
Yeah, I know.
Luke Lafreniere
I can probably set up enough like contact lines that things could get figured out or.
Linus Sebastian
Hear me out. This is crazy. You could set a vacation responder on your email for the first time ever.
Luke Lafreniere
Never.
Linus Sebastian
I know, I know, but you could try it. You could try it.
Never.
Luke Lafreniere
Mostly really emergency stuff isn't going to be email, though.
Linus Sebastian
Let's do it.
Luke Lafreniere
It'll be slack in teams.
Linus Sebastian
No, let's do it.
Luke Lafreniere
Let's do it one weekend.
Linus Sebastian
One weekend.
Luke Lafreniere
I can do one weekend.
Linus Sebastian
We'll do one weekend.
Luke Lafreniere
We can make one weekend.
Linus Sebastian
I'm sending this to Yvonne, which means, you know, it will happen.
Now it's not just words. Yvonne's involved.
Luke Lafreniere
I can do one weekend. I've effectively had to do one weekend because I won't have service for the weekend and stuff.
Linus Sebastian
Okay. I'm actually still live, comma, but Luke and I. Well, bloody hell. I'm actually still live, comma, but Luke and I made a pact just now that we are going to do a couple's digital detox for one weekend next year. So that means from midnight on Friday to midnight on Sunday night. No tech.
Luke Lafreniere
I think it's. I think it's WAN show ending.
Linus Sebastian
Yeah, I could. I could get it.
Luke Lafreniere
Well, because Friday night's the weekend, in my opinion.
Linus Sebastian
Interesting. Okay, well, we can debate that later. I don't want to, like, get into a long.
I could get behind that. I could get behind that. So we turn off WAN show and then we touch. No electronic switches and no screens.
Luke Lafreniere
No electronic switches. I think we can turn lights on and stuff.
Linus Sebastian
I mean, is it Technology or not.
Luke Lafreniere
Okay, all right, you know what?
Linus Sebastian
No, it's.
Luke Lafreniere
You know what? I'm down. We got to do candles and stuff.
Linus Sebastian
They asked digital detox. So how about microchip? How about we draw the line at microchip?
Dan
I'm thinking screen.
Luke Lafreniere
A lot of. A lot of modern.
Dan
Yeah, Screen or microchip.
Luke Lafreniere
A lot of modern lights have microchips in them.
Dan
Your light switches are like our vehicles.
Luke Lafreniere
Have microchips in them.
Dan
You walk past them and they turn on.
Linus Sebastian
Ah, okay. Right. I mean, you're. My vehicle has a screen in it, too. Am I not going to be able to drive it?
Dan
No, no, stop. Okay, I think you're overthinking this a little bit, but you can't listen to the radio in your car.
Linus Sebastian
Really?
Luke Lafreniere
I like that.
Dan
No maps.
Luke Lafreniere
No, I like that.
Dan
No, no, nothing.
Linus Sebastian
Can have a paper map. I can have a paper map?
Dan
You can have a paper map?
Linus Sebastian
Yeah. Can I print the paper map?
Dan
Yeah, if you do it Friday.
Linus Sebastian
Okay. Interesting. Interesting.
Luke Lafreniere
Yeah.
Dan
You know, preheat the oven. You can use your oven. You know, I don't care. But you can't. You can't watch a podcast or listen.
Luke Lafreniere
To music services effectively. Like, you can't use your phone at all.
Dan
No entertainment from a digital device. No assistance from a digital device.
Luke Lafreniere
That's what it all.
Dan
Yeah.
Luke Lafreniere
Can't use something that's like a monitor.
Linus Sebastian
Can I read a book if it's on a Kindle?
Luke Lafreniere
No, no.
Linus Sebastian
Okay.
Luke Lafreniere
You have to read a paper book. No, no, it's good.
Linus Sebastian
We want to find out. We're finding the lines. But what if I preloaded? What if I. Okay, you said that I'm allowed to pre print a map.
Luke Lafreniere
Yes.
Linus Sebastian
What If I had 100 Kindles and I preloaded 100 pages on it?
Luke Lafreniere
You have to print it.
Linus Sebastian
Okay, okay.
Curse you, DRM. I won't be able to.
Luke Lafreniere
There's lots of DRM free books, actually.
Linus Sebastian
By the way, Lucky Drive 1984 says if you accidentally bump into it and turn it on, you cannot turn it back off, Unfortunately.
Dan
Yeah, that sounds right.
Linus Sebastian
So I did get my answer. All right, Dan, what's next?
Dan
Hey, LLD Linus, you've talked a lot about inventory of your products, and I was curious, why can't you just order a lot of it stored in a warehouse till it sells out? Cheers. From the Netherlands.
Linus Sebastian
Money, money, money, money.
Luke Lafreniere
Such an innocent question.
Linus Sebastian
I know, right? Money, money, money, money.
Dan
But it's a complaint that our.
Linus Sebastian
Money, money, money. Yeah, money.
As it turns out, I.
Luke Lafreniere
He's losing it.
Linus Sebastian
Do not have unlimited money. What? I know, I. We should do something to fix this.
Luke Lafreniere
My illusion is shattered.
Linus Sebastian
Mine too.
Dan
If you had stock, you would have more money.
Linus Sebastian
I thought I did.
Dan
It was catch 22.
Linus Sebastian
It was all digital. Yeah, yeah, good point. How am I get. It's an infinite money glitch. The more stock I buy, the more money I have.
Dan
You see this chicken? It's made of chicken.
Linus Sebastian
One of the biggest challenges moving from a small business to a mid sized business and then, and then even, and then beyond. One of the things that really scales in difficulty is managing your cash flow, not your profitability. You can be a profitable business and.
Luke Lafreniere
Still be out of money that goes.
Linus Sebastian
Out of business because you didn't correctly manage your cash flow, because you ended up with warehouses full of inventory that are not turning fast enough and you end up with more bills due than you have money left to pay them. All of a sudden you fall behind on your payroll, which is the single most important bill that you need to pay every two weeks. And that's it, you're cooked. Because maybe you're in an industry where no amount of discounting, I don't know, giant copper rods is going to make enough new infrastructure projects that more people are going to buy them. Like I don't know what industry you're in. In some industries you can just, you can just torch your inventory, not, not literally light it on fire, but you can just go really aggressive on the pricing. You can move through a bunch of it, you can generate some cash flow, you get your, you get your payroll paid, you get, you know, maybe you're a little behind on your taxes as well. You get that dealt with, you go a little more conservative on your, on your reorder and you can, you can get your feet back under you, right?
But especially a business that is, that is scaling, that is growing, can, can, can run into trouble because it's easy to look at your sales, right, and go, oh wow, we sold twice as many this, you know, this quarter as we did last quarter. I project that we're going to sell twice as many again the next quarter. So you take all the money that you got back from that inventory that you bought and then sold, all the money you made on top of that, and you put it right back into buying more inventory. Well, hold on a second. What happened to all the profit? I can't pay my staff in screwdrivers and hoodies.
Perk, sure, but payment, no, they can't pay their rent, they can't pay their food bill and screwdrivers that's not how it works. Right. So you have to carefully, as you are growing, manage your cash flows so you're keeping enough of the profitability to cover your operating expenses and you are keeping enough of it to order more so that you have enough inventory for your growing business. And this is why a of lot, a lot of businesses take on outside debt. We have made the decision to grow organically, to not take on outside debt. As it happens right now, we do have a modest line of credit. And this is maybe gonna sound a little out of touch, but we have about two and a half million Canadian dollars on our line of credit, if you must know. And that was part of the lead up to Black Friday Cyber Monday because we ordered in a whack ton of inventory alongside having some expensive outlays like the tech house and some other stuff that I'll get into fairly soon with you guys. That all kind of hit us toward the middle to the end of 2025. And so for that reason, we had to dip into our line of credit. Probably looking at how Black Friday went, we won't need that line of credit for much longer. But it's just part of managing your cash flow. And if for whatever reason your credit's not strong or is not pre negotiable, negotiated even, then it can be a big problem even if you're growing, even if you're profitable. So why can't I just order a bunch and put it in a warehouse till it sells out in Europe, which is where I assume you want it, because you're saying cheers from the Netherlands. Not only right am I going to be tying up cash flow if I order too much, but what I could also be doing is I could be increasing my month to month operational expenses. Then it's a double whammy. That's really tough because I have a whole bunch of bills due for all this inventory that I purchased. It's sitting in a warehouse that now, guess what? Now I have to pay monthly, in some cases more frequently than monthly, for the storage of said inventory in said warehouse. Everybody at every stage in the chain has to feed their families, right? So I can't just tell that warehouse, oh well, you should just store it for me for free. Why should they? I'm not a charity. They don't owe me anything. So unfortunately, it's always a fine balancing act when you're expanding between what you are forecasting for your sales, how much available cash flow you have, and you know, what, what your partners can do to help to enable you to achieve your growth. What kind of credit you can draw from. From. It's complicated. We'd love to have an EU warehouse. We'd love to.
Luke Lafreniere
It would be nice.
Linus Sebastian
Someday, you know, we'll. Whatever entity is willing, we will. But it is not this day.
Luke Lafreniere
No.
Dan
What's up, boys? Linus are their new sweatpants.
Linus Sebastian
Hold on one sec. Oh, boy. Mr. Nebbe says making 22 million in AdSense last year, two and a half million of credit is nothing. That 22 million in AdSense was all time. That's over the entire existence of the LTT channel since 2008. I saw quite a few people who were sort of confused by that from the interview. That was ever not. Not in one year. Okay, go ahead. Sorry.
Dan
What's up, boys? Linus, are there new Sweatpants coming soon? Miss the stealth ones, I guess.
Linus Sebastian
Mr.
Dan
Cheese over there got them all.
Linus Sebastian
New sweatpants coming. I think we have some new sweatpants coming. I don't have a time frame on those, but if we do, it will probably be in like winter, spring, so should be, you know, sometime we'll definitely make sweatpants again at some point.
Luke Lafreniere
There's the dropout sweatpants.
Linus Sebastian
Are those. Yeah, I don't think we have all the sizes in stock.
Luke Lafreniere
We. Oh, I don't think the thing is showing.
Linus Sebastian
And another challenge with having different distribution centers around the world. You're looking at one site. That doesn't necessarily mean that the other site has them in stock. Fun times, challenges.
Luke Lafreniere
Next one, Dan.
Dan
Sure thing. Do you have any stretches of road that you like to drive on the bike? I unfortunately just.
Linus Sebastian
I haven't ridden my motorbike in three years. I. Hopefully they are going to put it together this winter and I will ride it in the spring.
For me, it's less about like a particular road and it's more just like air, you know, and the. And the agility. I love just. I love the. I love the space you have. You can create a lot of space for yourself on the motorbike. Like I. My justification to myself. And you can call it rationalization. I don't care. I won't be offended. But it's very clear that on a motorbike, if you get in an accident, you are very much more dead than you would be necessarily if you're a cager.
However, gosh darn any terminology. Yeah, yeah. However, you can create a lot more buffer space for yourself on a motorcycle than you can in a car. And so, you know, I can. When I'm passing, I can create like 9ft of space between me and any other vehicle. Whereas in a car I'll be more like three feet away. So if someone is behaving in an unpredictable fashion, I think I am less likely to be obstructed by them in any way and end up in an accident on a bike, even if the consequences of said accident will be much worse on a bike.
Luke Lafreniere
That is a tough line of thinking.
You are entitled to it.
Linus Sebastian
I'm a super defensive rider, I can tell you that much.
Luke Lafreniere
You are entitled to it.
Linus Sebastian
I create extra space for myself. I never want to be beside someone when I'm on the bike. I'm always watching 360. And it is, it is easier. It's. You have way better visibility. You're way smaller.
Luke Lafreniere
Yeah. Scrappy saying T bones don't care. Yeah. There's a. There's a decent amount of scenarios that's so true. You can't correct for.
Linus Sebastian
That's so true. Yep.
Luke Lafreniere
I believe that you do those things.
Linus Sebastian
Yep.
Luke Lafreniere
And I believe that, that, you know, probably makes you safer than a lot of riders. But I. There are also just things that you.
Linus Sebastian
Know, and a big part of it is the car.
Luke Lafreniere
Go fast, hit go boom.
Linus Sebastian
There's a big part of it is the environment that I ride in too. Like I mostly just commute to and from work, highway there and back. And so if, if I was, if I was in a different environment, it might be a completely different situation. So just make of that what you will. Right. Like, I'm not saying that anything about my experience is applicable to your own.
Dan
Just set up my NAS. Why is raid zero with all used SSDs and no off site backup the safest layout? Well, thank you for mcm, the argument.
Luke Lafreniere
That Linus was just having, you know, if you're going RAID 0, all SSDs, used SSDs, you're going to pay more attention to your setup. Be a little bit more aware if anything is failing.
Linus Sebastian
I'm archiving.
Luke Lafreniere
You know, you're going to, you're going to be more careful.
Linus Sebastian
How could you curate that? Dan?
Luke Lafreniere
What?
Linus Sebastian
What the heck?
Dan
Fine.
Luke Lafreniere
Hi lld.
Dan
First time watching live from France thanks to the earlier schedule. Schedule. I don't know what I'm supposed to say anymore. You've mentioned many times that Sony PlayStation's controllers are much inferior to Microsoft Xbox's. Can you explain why?
Linus Sebastian
So first of all, the dualsense is amazing.
But going back to the Dual Shock series, personally I. And Luke from his hand gestures agrees. I prefer to have my thumbs in a symmetrical resting position. So I'm on my ABXY here and I'm on my analog stick here. I do not prefer to be on my triangle, circle, square, whatever the last one is here and then on my thumbstick here. I do not prefer that as my resting position.
Luke Lafreniere
Yep, I'm not primary in the D pad.
Linus Sebastian
That simple.
Luke Lafreniere
Yep.
Dan
Last one I got for you today. Good day Lanky Luki and Dan I don't get a special name what is the best way to determine if a GPU is going bad? I have a 3060 ti in my HP Omen desktop and lately it seems like it's struggling with basic things like YouTube.
Linus Sebastian
I'd probably run a stress test run furmark on it or something like that, see if it artifacts, check if there's dust, check your temperatures.
Luke Lafreniere
Yeah maybe repaste it. 3000 series?
Linus Sebastian
Yep. I mean you're not going to be losing your warranty on it at this point, so might as well give it a shot. I would definitely hit your system with a ddu. Just Google ddu, give a little freshening up and then install your drivers fresh, see if the issues go away. Failing that, I would try a fresh Windows install. It's a 3060 Ti, so we're probably talking like a 7 year old 8 year old Windows install by this point. And then if you're still having issues then yeah, it might be. It might be a problem.
All right, well hey, thanks for tuning in you guys. We'll see you again next week. Same bad time? Well, probably probably back to the regular time next week. Week, but definitely same bad channel.
Luke Lafreniere
Probably. Yeah. Bye.
Linus Sebastian
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Linus Sebastian and Luke Lafreniere of Linus Tech Tips host their weekly WAN Show, diving into the most current tech news and culture. This episode focuses on Micron exiting the consumer DRAM space and its broader industry implications, Netflix’s controversial changes and mega acquisition, the ongoing AI boom’s impact on tech supply chains and markets, industry drama in mechanical keyboards, and general tech shenanigans.
[03:01 – 24:00]
Notable moment:
Timestamps for segment highlights:
[32:36 – 48:41]
[48:41 – 56:07; 149:00 – 160:00]
Memorable insight:
Linus, on the erosion of trust and norms in tech:
“So much of the general structure of the world… stability was just built on norms and good faith engagement rather than any kind of expectation of actual enforcement. And my expectation of being able to rely on that is eroding.”
[156:39]
[88:20 – 97:20]
[126:32 – 134:34]
[72:05 – 81:51]
Odds & ends:
| Topic | Approx Timestamp (MM:SS) | |---|---| | Sponsor banter / opening | 00:37 – 03:01 | | Micron exits Crucial/DRAM | 03:01 – 24:00 | | Netflix casting+acquisition | 32:36 – 48:41 | | AI, DRAM, price fixing | 48:41 – 56:07 | | Airline supply chain, overpaying for basics | 80:57 – 86:01 | | Intel, AMD GPU share | 88:20 – 97:20 | | Civ7 rant | 93:34 – 97:47 | | Cherry switches fail | 126:32 – 134:34 | | Algorithmic pricing law | 72:05 – 81:51 | | Content scraping & website death spiral | 149:00 – 160:00 | | Lab crawling stats | 149:00 – 155:53 | | Linus' son's 3D printing business | 181:13 – 200:17 | | Digital detox pact | 219:56 – 223:50 |
(And more—segment transitions are loose; see transcript for the running flow.)
If you missed the episode: This WAN Show episode captures the current mood across tech: concern and exasperation with corporate priorities (whether “AI all the way” or “content consolidation”), nostalgia for more competitive and transparent markets, and skepticism/disgust towards privacy invasion, consumer-unfriendly streaming, and non-stop price hikes. LTT’s hosts take the long view, sharing history and industry context, but never losing their geeky sense of humor.
For further recent tech, hardware, and internet culture insights, subscribe to Linus Tech Tips and check out their Floatplane exclusives.
(Advertisements, intros/outros, and non-content merch banter omitted.)