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tae kim Profile picture
@firstadopter
Oct 1, 2020 • 4 tweets • 1 min read • Read on X
For EA to go from the loot box, microtransaction dumpster fire that initially was Star Wars Battlefront II to a no microtransaction "for the hard-core game fans" Star Wars: Squadrons is quite the transformational triumph. Well done EA. Well done polygon.com/reviews/2020/1…
Polygon: "Star Wars: Squadrons is the total package. If all you have at your disposal is a console, a decent TV, and a working controller, you’re going to have a wonderful time ... And, if you happen to be able to afford VR, you may never want to take that headset off again."
I copy, Gold leader! Wow, the giddiness online right now is intense. May be just all the 40-year old+ Star Wars nerds. This game is going to sell a lot of Oculus Quest 2 VR headsets
Sup

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More from @firstadopter

tae kim Profile picture
Oct 18
Big week for AI and semiconductor news. Here's the latest on Nvidia, OpenAI, Microsoft, TSMC and more.

I curated everything you need to know and how to understand it:
On Monday, OpenAI and Broadcom announced a "strategic collaboration" to develop and deploy 10 gigawatts of custom artificial-intelligence accelerators.

They will begin deploying the systems in the second half of 2026 and complete the deployments in 2029. No financial terms were disclosed.

Broadcom President Charlie Kawwas was on CNBC: "I would love to take a $10 billion [purchase order] P.O. from my good friend, [OpenAI] Greg. He has not given me that P.O. yet"

AMD management said they expect THEIR 6 gigawatt OpenAI partnership will enable the company to eventually generate tens of billions of dollars in annual revenue and over $100 billion in total revenue from selling chips over the next several years. Jensen said each gigawatt is $35 billion in eventual revenue for Nvidia.

But Broadcom doesn't have a $10 billion order yet from OpenAI for 10 gigawatt partnership?

Kawwas also said the $10 billion order in July quarter announced on Broadcom's last earnings call, which was widely reported by news media to be OpenAI, was NOT OpenAI. Sell side then speculated it was another top AI frontier model firm.

OpenAI employees also said they expect the first silicon back soon. They announced the deal without first silicon?

A lot of weird stuff with this announcement.
On Monday, Sam Altman said on OpenAI podcast they will have a little more than 2 gigawatts capacity at year end but he believes with current AI models they can "saturate" 30 gigawatts of demand
Read 13 tweets
tae kim Profile picture
Aug 31
Big week for AI, Nvidia, and chip industry news.

Here’s the latest on robotics, Nvidia, Intel, AI custom chips, Dell AI servers and more.

I curated everything you need to know and how to understand it all:
But first, some real talk from Jensen Huang.

Corporations are filled with managers who steal credit, game metrics, and surround themselves with people-pleasing loyal sycophants to build their fiefdoms.

Jensen Huang gave me a great quote for my book THE NVIDIA WAY about what he does when he sees executives playing internal politics to advance their careers instead of doing the right thing for the customer.

He publicly embarrasses them.Image
Image
Earlier in the week, Nvidia launched Jetson Thor, its newest robotics platform that serves as the "brain" for humanoid robots. Powered by a Blackwell GPU with 128GB of memory, it delivers 7.5x the AI computing power of its predecessor.

Jensen Huang has frequently said that humanoid robotics have the potential to be the largest market ever. Robots can survive in more hazardous environments, work 24/7, and carry heavier objects.

Jetson AGX Thor developer kit is now available for purchase at $3,499. Production Jetson T5000 modules are also available at $2,999 on orders of 1,000 units.Image
Read 10 tweets
tae kim Profile picture
Aug 23
Big week for AI, Nvidia, and chip industry news.

Here’s the latest on OpenAI, Nvidia, Intel, Gemini and more.

I curated everything you need to know and how to understand it all:
But first, some trillion-dollar chip company CEO humor.

TSMC CEO C.C. Wei: We have the honor for $4 trillion guy to be my guest. More than $4 trillion, huh?

Jensen: Still, you’re paying for dinner

C.C. Wei: No problem, if you agree with my wafer pricing
Earlier in the week, AI-related stocks fell after OpenAI CEO Sam Altman said a bubble is brewing with some investors becoming too enthusiastic.

Though, he also said ChatGPT is facing overwhelming demand, they have GPU shortages, and he plans to spend trillions of dollars on AI data centers in the coming years. I think Sam may just want to make it tougher for rivals to get funding.

Later OpenAI CFO Sarah Friar tried to walk back Altman’s bubble remarks and emphasized the rising AI demand and need to more GPUs.Image
Read 12 tweets
tae kim Profile picture
Dec 22, 2022
Lol at FinTwit bashing David Tepper this morning. Tepper's default settings are long and way super net long, so when he is shorting the market it's a big deal barrons.com/articles/stock…
David Tepper on CNBC: "People think too much." "It's going to be difficult for things to go up right now." Fed and ECB "are going to keep rates high for a while."
The Tepper subtweets on here are ridiculous. Here are just a couple examples: 1. Tepper had one of the all time great macro calls buying banks following the financial crisis. 2. He told everyone through Jim Cramer he was getting nervous about market on COVID right before meltdown
Read 7 tweets
tae kim Profile picture
Nov 9, 2022
A few hours since the new Twitter Blue has gone live: I’ve been followed by an Onlyfans blue check mark (follow spam), the Verified mentions are now filled with meme stock accounts, and my feed is filled with stuff like this
The silly thing is more than 1,600 people RT-ed the fake blue check mark Nintendo tweet on purpose. Blue check marks for all are not ideal for brand advertisers' safety
Read 8 tweets
tae kim Profile picture
Nov 9, 2022
This reads like a parody, but it’s on the Sequoia website. What a joke sequoiacap.com/article/sam-ba… ImageImageImageImage
Sounds like Sequoia partners were mesmerized from beginning & had blinders on. If I found out a founder was playing a videogame at same time while raising money, I would say that’s a red flag that he didn’t care about investors capital - def not something to get excited about Image
Nah, I'm good. Image
Read 5 tweets

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