Just Plain Mean
- May 18, 1997
I thought it was the stream but apparently not. It was annoying that I had to mute through it.... Kubernetes, Kubernetes, Kubernetes, Kubernetes... Mute
lol how he over sales the remote control of the car it's cringe worthy...layers of inception... teleportation.. wtf
it's just remote control and VR
Forgive me for being skeptical, but I don't think remote driving will become a thing with that amount of input lag.
Listen to how every point is repeated over and over in a slightly different fashion, this talk could be a third in length. It's like watching a preacher evangelize.
stock down almost 7% in last 2.5hrs. Stop talking!!
Titan v is still sold out
I get the feeling he doesn't have a teleprompter, but he also doesn't spend days/weeks rehearsing a speech like Steve Jobs did. I remember watching his PS3 reveal bit. It seemed everyone had darting eyes - clearly reading a teleprompter - except him.[...]
For a lot of people this has been one of their complaints about him running all the Nvidia keynotes. He tends to repeat both important messages and fairly nominal ones over and over instead of leaving dead air while he's conjuring up his next point, and transitioning to the next lines on the teleprompter. I haven't been to one of his keynotes but one would think that he has most of the speech readily available to read off of during his presentation.
Maybe Kyle or anyone else that has had the opportunity to be in attendance during one of Jensen Huang's keynotes can speak to the fact that he is reading off of a teleprompter somewhere in the back of the auditorium.
It would make sense that the lack of a new GPU being announced at this keynote is explicitly responsible for the temporary selloff when factored on top of the pending Asic developments in the Crypto Field. Don't fool yourself though. Nvidia and the GPU is the future, and they are on track to eclipse Intel as the heart of computing. The unique cellphone arms race has created a wealth of low power, efficient, general use cpu's that can be customized into form factors previously untenable with x86 designs. However, the extroadinary Leads that Nvidia is maintaining with their GPU portfolio will continue to distance themselves from competition. Having the resources to co develop several different GPUs for both professional, and recreational/universal application, they will continue to both expand and create new markets that do not yet exist for the GPU. Intel is well aware of the necessity to compete in the critical areas of ai and robotics, making large investments in their GPU division less they be left in the dust with an antiquated business model pushing cpus. If you see Nvidia stock dip below 200, buy as much as you can and send me a postcard from Bora Bora in 10 years when you've bought an island.
You can thank AMD for that.
This may be more of an issue for Nvidia than losing gamer $$ to crypto. When your entry level professional products can no longer find their way into the hands of developers, and instead get syphoned off the grid into mining farms, this is where your business will start to be irreparably harmed by the temporary sales. These are the products that are essentially their gateway drug into larger contracts down the line. If Nvidia can't get their foot in the door with developers, the outcome is pretty clear. However, with their current diversity, leading branding in automotive ai, vr dominance, and professional market, it's hard to notice the small speed bumps when you're soaring overhead, virtually untouchable.