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2018-WAN-Show-Transcripts

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[1376.20 --> 1384.08] I thought when I first read that and I read that they were aiming Navi at this particular market segment, I thought, are they doing that to satisfy shareholders?
[1384.22 --> 1385.38] Is it just more cost effective?
[1385.38 --> 1390.84] And they're going to, it's a bigger addressable market because stop it, Max, you're doing that thing you said you're going to do.
[1391.32 --> 1392.04] Get out of here.
[1393.68 --> 1394.24] All right.
[1394.94 --> 1401.08] There's just more people who have the money to buy a cheaper but like still good, like well performing card.
[1401.08 --> 1403.70] $250 is a really nice price point for a graphics card.
[1403.98 --> 1404.06] Yeah.
[1404.06 --> 1409.40] Around $300 is fairly reasonable for quite a large amount of people for a graphics card.
[1409.58 --> 1409.72] Yeah.
[1409.80 --> 1411.72] $250 is pretty good.
[1411.72 --> 1422.76] Still, if you can like, PCs aren't going to get here realistically, but if like at least not in the short term, but $300 in like 2013 was like the golden.
[1423.66 --> 1435.22] I remember there was articles about it all over the place where like $300 for a relatively high ticket item was really good for consumers because a lot of people could gather that much money in a reasonable amount of saving time to buy something.
[1435.22 --> 1438.62] This should be comparatively cheaper then because with inflation and everything.
[1438.72 --> 1440.34] With inflation and it's $250.
[1440.82 --> 1440.92] Yeah.
[1441.32 --> 1445.28] But it isn't the full component for a computer, but it's a nice upgrade, blah, blah, blah, blah, blah.
[1445.30 --> 1445.80] It goes all over the place.
[1445.80 --> 1446.56] So it's a sound business.
[1446.76 --> 1447.14] It's a good price.
[1447.14 --> 1449.28] So if they're just doing this strategically, that would make sense.
[1449.36 --> 1457.58] But then I learned that actually history is repeating itself here because this is a new, what they call manufacturing node.
[1457.76 --> 1462.10] This is a seven nanometer part, the lithography that is.
[1462.44 --> 1471.86] They can't get the yields on all their wafers at a rate or quantity that makes a lot of sense economically for them.
[1471.96 --> 1474.18] So that was really convoluted.
[1474.18 --> 1477.52] Let me just say what I actually have written down from a manufacturing point of view.
[1477.62 --> 1488.50] It is not feasible to produce a large GPU like a 1080, like a big one or a Vega on a brand new cutting edge process like seven nanometer early in the node's life cycle.
[1488.50 --> 1491.90] Because it's just a new technology and they haven't ironed out all the manufacturing kinks yet.
[1491.96 --> 1501.06] So once they do, it's conceivable that in the future, maybe in 2021, that they could use the seven nanometer lithography to make bigger cards.
[1502.00 --> 1502.14] Yeah.
[1503.38 --> 1504.02] Makes sense.
[1504.02 --> 1505.32] The more you know.
[1506.06 --> 1506.42] Hooray.
[1507.64 --> 1508.76] It's, it's, I don't know.
[1508.88 --> 1511.08] This is good for a lot of reasons.
[1511.22 --> 1512.46] AMD needs to keep doing well.
[1512.52 --> 1513.50] They're doing quite well right now.
[1514.06 --> 1517.40] One interesting observation that I had at PAX, we were talking about PAX earlier on in the show.
[1517.86 --> 1519.14] Intel did not have a booth there.
[1519.94 --> 1520.72] That was weird.
[1520.82 --> 1525.44] Intel's had a booth at PAX, like every PAX as far as I know, for the last five or six years.
[1526.30 --> 1527.28] NVIDIA wasn't there.
[1527.38 --> 1528.78] That's not super surprising.
[1528.98 --> 1530.14] They used to be at every PAX.
[1530.22 --> 1531.38] Then they started dwindling off.
[1531.38 --> 1533.34] But okay, no Intel, no NVIDIA.
[1533.72 --> 1535.70] ASUS booth was much smaller than normal.
[1536.12 --> 1539.72] AMD had a fairly big booth that was popping the whole event.
[1539.94 --> 1540.76] It was full.
[1540.90 --> 1542.68] There was queues for all the different stuff.
[1543.04 --> 1548.86] They had, they had VR setups, but there was VR setups multiple other places on the show that didn't have a line.
[1548.86 --> 1550.96] But the line at AMD was full all the time.
[1551.24 --> 1556.30] It was an interesting experience to see that the community has kind of opened up to AMD as a whole.
[1556.42 --> 1561.92] If you look back into like 2014, they were actually the very much so underdog.
[1562.18 --> 1569.26] That like the underground people were like, yeah, I'm going to buy one of these even though like, you know, maybe it doesn't make a ton of sense.
[1569.32 --> 1569.98] I'm going to get it anyway.
[1570.20 --> 1571.72] Part of my money is just a donation to AMD.
[1571.72 --> 1572.56] Yeah, basically.
[1572.94 --> 1577.72] But now it's actually a lot more logical to go for their stuff, which is really cool.
[1577.86 --> 1579.74] And it's really cool to see them coming back.
[1580.36 --> 1584.36] It was a pretty awesome moment to see their booth packed at PAX.
[1584.48 --> 1584.66] Yeah.
[1584.66 --> 1595.96] Because even at PAX West, which was, I guess, in the very beginning of September 2017, the AMD booth was not that packed.
[1596.04 --> 1597.32] So you're saying now that there's no.
[1597.32 --> 1598.02] It hasn't even been that long.
[1598.10 --> 1601.96] Now that there's no competition, their booth is popping.
[1602.80 --> 1604.48] Well, it helped, I guess.
[1604.48 --> 1612.34] And like they did a much better job with their booth, which in a way, kind of, sort of, not really, but kind of indirectly, maybe.
[1612.70 --> 1613.82] There's a lot of caveats there.
[1613.92 --> 1615.80] I keep drinking water, not like Zuckerberg.
[1615.98 --> 1616.92] You've got to work on it.
[1616.92 --> 1617.02] Continue.
[1618.42 --> 1619.32] Oh, he's got it.
[1619.32 --> 1620.00] He's got it.
[1620.48 --> 1621.42] Sorry, I'll ignore it.
[1621.48 --> 1621.78] I'll ignore it.
[1622.50 --> 1624.84] It kind of shows success in the company.
[1625.04 --> 1632.02] They have the money to flaunt at an event, spending way too much money on a ridiculously small ROI of having a booth.
[1632.36 --> 1634.24] As a shareholder, that angers me.
[1635.12 --> 1635.30] Yeah.
[1635.86 --> 1636.98] Yeah, that makes sense.
[1637.30 --> 1642.54] If you look at the ROI of a booth, you're actually not showing to that many people, and it costs a ludicrous amount of money.
[1642.80 --> 1644.84] You're probably going to end up giving a whole bunch of product away.
[1645.36 --> 1647.08] You're probably going to have to pay a bunch of staff.
[1647.08 --> 1651.76] It's a really expensive thing to do, but it's to cater to your super fans.
[1651.98 --> 1654.48] And the ROI is hard to describe, but it reaches.
[1655.78 --> 1656.34] Branding, man.
[1656.54 --> 1656.88] It is.
[1657.12 --> 1658.16] Branding's huge in this space.
[1658.42 --> 1664.12] And you're making yourself a constant part of the conversation, and you're trying to spread that ROI beyond just that event.
[1664.12 --> 1665.30] And that's kind of the idea.
[1665.62 --> 1666.26] So, I don't know.
[1666.38 --> 1667.76] It was really interesting to see that.
[1667.86 --> 1673.26] I'm very happy about AMD's fairly recent success, and I hope they keep going, and I hope this is part of it.
[1673.40 --> 1680.80] Because if you can get 1080 performance off a $250 card, that breaches people into a way higher level of gaming.
[1680.80 --> 1683.46] Yeah, but this is three years after the fact, though.
[1683.60 --> 1687.40] Like, a year from now, you're going to have a 1080.
[1688.28 --> 1688.52] Yeah.
[1688.70 --> 1689.38] Which is, like, sounds cool.
[1689.38 --> 1696.82] And we'll have to see, like, if mining does crash super hard, and people start selling mining cards for dirt cheap, then it might not matter.