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[349.66 --> 356.04] that's hilarious yeah it was pretty bad anyways actual topics if you want to go down an awesome |
[356.04 --> 360.86] hilarious rabbit hole on youtube and you don't mind some bad language because sometimes the the |
[360.86 --> 365.86] people reacting get pretty angry check out ventrilo harassment really funny some of them suck but some of |
[365.86 --> 371.28] them are really funny but here's the other thing about my mom she thought it was real she didn't |
[371.28 --> 376.78] know it was a soundboard like everybody else she thought like she may not have thought that that was |
[376.78 --> 380.86] actually happening to her but she thought that she was talking to a person not a soundboard so i |
[380.86 --> 382.08] remember being like |
[382.08 --> 390.36] doesn't make sense all right anyway real news my favorite one if you guys can find it is uh a guy's |
[390.36 --> 396.68] talking in wow and one of his friends records him talking over ventrilo and just plays back |
[396.68 --> 401.72] himself talking just to like mess with him and there was one part where he goes like i think it's |
[401.72 --> 407.64] like three strength like three strength three strand leather belt and then goes like and the guy |
[407.64 --> 413.16] recorded like that weird his like weird voice thing at the end and his statement and just constantly |
[413.16 --> 417.30] played it back to him just drives him nuts my it's hilarious now that you say that it all makes sense |
[417.30 --> 421.12] i have a friend who used to say those words all the time and i never knew what it was from the |
[421.12 --> 425.56] leather belt thing yeah yeah what are you saying hilarious this is like a decade ago it's i haven't |
[425.56 --> 429.90] heard it in probably yeah like 10 years so i don't remember the exact line but it's something like that |
[429.90 --> 434.22] there's all those you ever have those weird memes that like you say for years and years and then you |
[434.22 --> 440.34] don't even like i i'm not even sure if i saw this video but one thing i still say once in a while is |
[440.34 --> 450.90] oh my god i love the map dust it's just like a same deal but from cs yeah like what level 18 |
[450.90 --> 459.26] four strength two stem leather belt yeah there we go heck yeah i love it anyways uh the intel |
[459.26 --> 468.06] they invest a billion dollars to meet 14 nanometer demand bob swan intel cfo and interim ceo if you |
[468.06 --> 473.36] watch previous wan shows you'll know that the ceo left the company uh issued an open letter to the |
[473.36 --> 479.36] company's customers and partners today in the letter he addressed light uh tight supply on some |
[479.36 --> 484.76] of the company's products mainly their lower end entry level stuff they admit it outlining the set |
[484.76 --> 491.54] of actions intel is taking to tackle this problem he said uh the that there is a surprising return to |
[491.54 --> 496.64] pc tam or the total addressable market like the amount of people interested in buying as far as i know |
[496.64 --> 501.98] um there's there's yeah there's there's pc tam growth which there hasn't been since i believe |
[501.98 --> 508.36] yeah 2011 it's modest growth modest like in his letter he cites all these different stats of like |
[508.36 --> 514.24] our cloud computing business grew 25 this year something else grew 43 but then they don't say |
[514.24 --> 519.46] what the pc business grew they just say i think modest growth i think the point isn't necessarily that |
[519.46 --> 524.90] it's like oh it's so huge it's that it's growing at all we haven't had any pc tam growth uh since 20 |
[524.90 --> 529.36] so for like the last seven years so that's that that is a pretty big deal regardless and it wasn't |
[529.36 --> 534.32] expected as it hasn't happened in seven years and a lot of speculators have been saying that it wouldn't |
[534.90 --> 541.08] uh but they're thinking that it's just it's fairly natural it's from the interest of people into |
[541.08 --> 545.26] gaming and all these other things well the spin that he puts on is that like they're doing such a |
[545.26 --> 550.92] dang good job that people are so interested in the new cpus that everybody wants to upgrade totally man |
[550.92 --> 557.30] yeah that's definitely it maybe it's just that everyone's 2600ks are just finally getting too old |
[557.30 --> 567.90] maybe that's it um there's also intel is also uh prioritizing production of xeon and core processors |
[567.90 --> 573.78] uh to serve the high performance segments of the market we'll get into why that matters later um and |
[573.78 --> 579.04] supply in general is tight particularly like we already said in the uh entry-level pc market intel |
[579.04 --> 585.18] believes they have at least the supply to meet the full year revenue outlook expected in july which |
[585.18 --> 592.64] was 4.5 billion higher than their january expectations so this reassurance study issued |
[592.64 --> 597.46] everybody um apparently has inspired confidence because their stock price went up like between |
[597.46 --> 603.34] three and five percent at the same time that amds went down so it appears to be a zero-sum game |
[603.34 --> 611.08] um so i guess intel went from like 45 to 47 and then amd went from 33 to 30 or something like that |
[611.08 --> 616.72] last time i checked that was a few hours ago though so i guess it's it's good people believe the bops |
[616.72 --> 621.86] one but why don't we break down just exactly what's happening here from a manufacturing perspective |
[621.86 --> 631.26] uh so when you're running in a fab there's a certain amount of wafers of cpu cores you can make |
[631.26 --> 636.24] or dyes you can make uh per month essentially that's your output is how many of these wafers |
[636.24 --> 642.18] you can put out per month and a cpu that has way more cores on it is like literally going to physically |
[642.18 --> 647.58] take up more of that wafer right so if they want to one wafer is going to have fewer |
[647.58 --> 653.76] dyes on it if they want to have these bigger cpus which they are because they're worth more money to |
[653.76 --> 659.96] them where they get more profit and there is an increase of demand for those cpus i think amd has done a |
[659.96 --> 666.36] great job of marketing uh cpus with higher core counts which is great because that's awesome because |
[666.36 --> 672.50] i think everyone wants that and people are jumping on board and wanting intel's version of those kind |
[672.50 --> 677.78] of high core count cpus as well which is increasing demand and taking up more space on these wafers |
[677.78 --> 685.60] right you also brought up something earlier which is where like um if you take up uh like like you need |
[685.60 --> 690.98] a block so if you take up a corner yeah it's like if you had a bucket and you're filling it with lego |
[690.98 --> 695.94] and you had those giant lego pieces you might only get like eight of them in your bucket yeah but if |
[695.94 --> 701.40] you had the same like weight of lego blocks but they were tiny pieces you could they would all just |
[701.40 --> 707.88] fit in so much more nicely which is why they're gonna mix up like there's the binning process and |
[707.88 --> 711.78] they're gonna mix up like they're gonna have some of the smaller ones edging out corners and the bigger |
[711.78 --> 716.58] ones and stuff but as you put more of these bigger ones in you're reducing the over amount the overall |
[716.58 --> 721.20] amount of real estate like the absolute number of of cores you can put on a wafer is reduced when |
[721.20 --> 725.24] the die size is bigger but they're you're saying they're gonna mix them up have you ever seen one |
[725.24 --> 729.96] of those cross sections i used to work at a place in forestry and they had a poster on the wall that |
[729.96 --> 734.98] showed a cross section of like i guess it was like a lumber industry industry poster oh like how they |
[734.98 --> 739.62] showed a log like you cut a log down and they showed all the little like two by fours a two by four |
[739.62 --> 745.02] go go there and a four by six will come out of the middle yeah that might be relatable to you i love |
[745.02 --> 750.16] those like explosion things yeah whatever what's that either way when that well when you take like |
[750.16 --> 755.38] a car or a log oh yeah case or whatever and you explode it you pull all the parts apart so you can |
[755.38 --> 760.14] see like where everything is and stuff it's cool um i think i know what poster you're talking about i |
[760.14 --> 764.94] think i've seen the same thing oh really yeah i don't know every kid yeah yeah had that on their wall |
[764.94 --> 773.32] we're all from like forest land canada um so yeah each each wafer can have multiple cv's as we're |
[773.32 --> 777.78] saying uh blah blah blah this is just a bunch of what we were just saying yeah so all of that is on |
[777.78 --> 784.16] on the 14 nanometer die so they are trying to allocate yeah yeah the 14 nanometer node i should |
[784.16 --> 791.36] say and they're trying to get as many of the fabs on the 14 nanometer node to produce these high-end |
[791.36 --> 797.30] core i9 and xeon 28 core chips what happened because of that was that the low end of the market |
[797.30 --> 808.66] like the what is it the hcl3 yeah no h310c jesus that lower end chip got the shaft because it's on the |
[808.66 --> 813.70] same node but it's not getting any priority because it doesn't make them as much money so in order to |
[813.70 --> 819.06] meet demand for that they made a completely new node a 22 nanometer version just to get the supply up |
[819.06 --> 824.56] of that meanwhile they're still trying to focus on the 10 nanometer node which they say they're |
[824.56 --> 830.66] making gains on i don't think that they're gonna they can't afford to not spend money on that yeah |
[830.66 --> 839.14] so this new this new billion dollars um that's just on top of it's on top of 14 billion that they |
[839.14 --> 844.56] already they already put out for cap expenditure in 2018 so this total of 15 billion is actual record |
[844.56 --> 850.62] and this billion dollars can be put into the various fabs in oregon arizona ireland and israel |
[850.62 --> 860.58] that produce on the 14 nanometer node is it crazy how much is that going to make a difference is it a lot |
[860.58 --> 865.82] no one knows how they're spending the money yeah that's the thing yeah and where's the money coming |
[865.82 --> 871.28] from is it just uh in their own coffers i mean probably do they do you think they had just enough |
[871.28 --> 875.84] like revenue kicking around do they have to take a shareholder dividends i don't it do |
[875.84 --> 879.80] this is probably reallocate it from a different cash in the bank |
[879.80 --> 888.40] just like okay we'll just we'll just drop a cool billion boom yeah i'm sure i'm sure they've got |
[888.40 --> 892.20] money in reserve and if they're like hey we need to crank up production because we're just going to |
[892.20 --> 897.58] make a ton of money because we'll sell everything that we make if we crank up production with a billion |
[897.58 --> 902.64] dollars then that's a pretty safe bet i guess if they're like we are not going to be able to produce |
[902.64 --> 907.16] enough it's low risk supply yeah exactly and if they're and if they're like hey we can spend a |
[907.16 --> 912.36] billion dollars and that will make it so that we can produce enough to match the demands then they're |
[912.36 --> 916.48] just like hey well we just get to sell a whole crap ton more cpus yeah and make up the money they |
[916.48 --> 919.84] must have the money sitting around because if they if it was the case that they had to like |
[919.84 --> 925.40] sell back their own stock then you would have seen the stock price dip and that didn't happen so it |
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