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willtheorangeguy
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2017-WAN-Show-Transcripts

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[1987.68 --> 1987.84] Yeah.
[1987.84 --> 1992.00] So if you're into SolidWorks, there's one really cool thing that just happened.
[1992.22 --> 1992.38] Yeah.
[1992.46 --> 1997.68] But again, it depends on how you're benchmarking that specifically, what kind of projects you're working on.
[1997.68 --> 1997.70] That's fair.
[1997.70 --> 1999.32] What you have in SolidWorks at that time.
[1999.48 --> 2001.96] This is basically the AMD show at this point.
[2002.28 --> 2003.28] Laptops are coming.
[2003.44 --> 2005.02] Ryzen Mobile, Ryzen Pro.
[2005.18 --> 2007.38] The original article is Trusted Reviews.
[2007.70 --> 2009.00] Let's go ahead and pull that up.
[2009.06 --> 2009.36] Don't worry.
[2009.44 --> 2010.54] We'll get through this eventually.
[2010.76 --> 2012.24] Ryzen finally comes to laptops.
[2012.78 --> 2014.18] This I'm actually excited about.
[2014.24 --> 2017.54] I would love to have like a 6 or an 8 core laptop.
[2018.12 --> 2018.92] That would be awesome.
[2019.24 --> 2021.44] I don't know if they're going to be able to get the power low enough.
[2021.44 --> 2024.00] And I haven't actually looked that closely at this yet.
[2024.06 --> 2027.24] But like 6 core laptop would be freaking awesome.
[2027.88 --> 2032.44] AMD is claiming 50% more CPU performance than its previous 7th generation APUs.
[2033.42 --> 2034.96] Lordy, I would hope so.
[2035.14 --> 2035.40] Yeah.
[2035.58 --> 2036.22] And –
[2036.22 --> 2040.92] A lot of these claims are a little whimsical, I think, because they're from kind of, you know, older stuff.
[2040.92 --> 2044.82] So 40% better graphics performance and a 50% cut in power.
[2044.94 --> 2047.04] But you're jumping quite a few categories there.
[2047.16 --> 2051.40] Quite a few generations of improvement that Intel has been making.
[2051.72 --> 2053.72] So they might not be leapfrogging Intel.
[2053.86 --> 2057.22] But I guess the promise here is that they're going to be competitive.
[2057.78 --> 2061.46] And then they also announced Ryzen Pro, a version designed for business PCs.
[2063.02 --> 2063.46] Wow.
[2064.64 --> 2065.20] So much AMD news.
[2065.20 --> 2065.90] Which is actually kind of weird.
[2065.90 --> 2068.20] Like, I get it, pro, professional.
[2068.38 --> 2071.18] But for a long time, pro has been like a gaming thing.
[2071.34 --> 2072.84] Yeah, like higher – just like higher performance.
[2072.96 --> 2073.24] Yeah.
[2073.54 --> 2073.78] Yeah.
[2073.78 --> 2075.22] So that's actually a little bit weird.
[2078.26 --> 2079.32] But, oh well.
[2079.72 --> 2081.04] Like, I feel like Ryzen's smart.
[2081.62 --> 2085.56] Or like even just Ryzen Business would have been cool.
[2085.56 --> 2088.36] So come back up a little bit.
[2088.36 --> 2091.60] So did it help them to kind of announce all this stuff?
[2092.02 --> 2093.14] Kind of looks like it.
[2094.12 --> 2101.26] I mean, they haven't quite recovered from – this was when they did their quarterly earnings report, right?
[2101.32 --> 2101.50] Yeah.
[2101.50 --> 2101.98] I believe so.
[2102.86 --> 2103.42] Well, yeah.
[2103.42 --> 2104.12] We'll see how that goes.
[2104.20 --> 2106.00] I mean, I don't know what – here's the thing.
[2106.46 --> 2111.00] I don't know what people were expecting from that quarterly earnings report.
[2111.00 --> 2111.92] Like, if I invested –
[2111.92 --> 2113.74] It was fairly accurate to what they guessed.
[2113.74 --> 2113.86] Yeah.
[2114.06 --> 2119.64] If I invested in tech companies, I would actually love to know what our viewers think.
[2119.72 --> 2121.60] Like, should I be allowed to invest in tech companies?
[2121.70 --> 2122.34] Because I'd love to.
[2122.34 --> 2122.74] Are you?
[2123.20 --> 2125.78] I'm allowed to, but I have to disclose it.
[2126.14 --> 2126.54] Okay.
[2126.66 --> 2126.82] Yeah.
[2127.28 --> 2130.30] But like it's a matter of whether they will allow me to.
[2130.30 --> 2146.04] But I would have probably bought some AMD right after that drop because it was – the drop was based on people having completely unrealistic – an unrealistic reaction to what AMD has been doing over the last quarter.
[2146.22 --> 2152.12] It's like Ryzen 7 and even Ryzen 5 are the tip of the iceberg, you guys.
[2152.12 --> 2158.20] Because that's like the enthusiast gamer chip and then the like slightly less enthusiast gamer chip.
[2158.30 --> 2166.20] Where they're going to move volume is Ryzen 3 and where they're going to make margin and start to be profitable is going to be products like Threadripper and Epic.
[2166.90 --> 2168.38] So, yeah.
[2168.46 --> 2171.38] I don't know what people were asking for there.
[2171.38 --> 2183.36] Not only that, but, you know, any new product is going to take some time to ramp up in terms of yields, in terms of having stock on the shelves, in terms of the platform maturing a little bit.
[2183.42 --> 2194.24] I mean, I don't know if you guys noticed, but you didn't hear from us run out and buy Ryzen in the first six weeks because it was promising.
[2194.24 --> 2202.14] And we were confident that AMD and their partners like ASUS and Gigabyte and MSI, we were confident they were going to get all this stuff addressed.
[2203.06 --> 2204.60] But it wasn't yet.
[2204.86 --> 2209.70] And when you buy a computer, it needs to work on the day you buy it.
[2210.00 --> 2215.66] So, I mean, a lot of people criticized us for doing a Core i5 build guide shortly after the launch of Ryzen.
[2215.66 --> 2221.88] But the reality of it was when we were filming that, we weren't ready to say, go buy a Ryzen PC yet.
[2221.88 --> 2225.38] Now, to be clear, it has improved a lot.
[2225.90 --> 2226.90] Like, a lot.
[2227.02 --> 2233.54] So, I am expecting over the next quarter or two these kinds of results to change in a big way.
[2234.92 --> 2235.36] Sorry.
[2235.98 --> 2236.92] Oh, no problem.
[2238.16 --> 2240.02] Oh, they want me to do a straw poll.
[2240.38 --> 2240.74] Okay.
[2241.02 --> 2241.54] You know what?
[2241.84 --> 2243.42] I'm going to do a straw poll.
[2243.42 --> 2243.56] For what?
[2243.56 --> 2246.50] Whether I should be allowed to invest in tech companies.
[2246.62 --> 2246.74] Oh.
[2249.36 --> 2251.42] See, like...
[2251.42 --> 2252.46] Yeah.
[2252.66 --> 2253.16] I don't know.
[2253.42 --> 2254.32] I don't know.
[2254.76 --> 2256.70] So, to be clear, I actually...
[2256.70 --> 2260.24] Oh, this is something I've been meaning to talk about on WAN Show for quite some time.
[2261.06 --> 2267.32] We are working on, like, a private deal with a much, much smaller tech company.
[2267.42 --> 2270.00] So, maybe I'll talk about it after our ad break.
[2271.28 --> 2271.80] But...
[2271.80 --> 2274.52] What is actually bad about that?
[2274.90 --> 2277.50] Well, it creates a potential conflict of interest.