00:00SPEAKER- Hey Brad. - Yeah.
00:01SPEAKER- I got Windows 2004 last night.
00:04SPEAKER- You're in the future, you're living in 2004 now.
00:06SPEAKER- I haven't installed it yet,
00:07SPEAKERbut I have a full command line interface.
00:09SPEAKER- It's like the late night man used to say,
00:11SPEAKER♪ In the year 2004 ♪
00:13SPEAKER(laughing)
00:15SPEAKER- So, I have no idea what that is actually.
00:18SPEAKER- Wait, what?
00:18SPEAKER- No, I've never heard that one before.
00:19SPEAKER- That's the Andy Richter,
00:21SPEAKERthat's the previous iteration of Conan O'Brien,
00:24SPEAKERor was that two iterations ago?
00:25SPEAKERThe first-- - The one on NBC?
00:27SPEAKER- The first iteration of Conan O'Brien,
00:28SPEAKERwhich was I believe late night.
00:30SPEAKER- Late night, with Conan O'Brien.
00:32SPEAKER- Late night with Conan O'Brien,
00:33SPEAKERhis first real late night show.
00:34SPEAKERThat was, do you remember that?
00:37SPEAKERI don't remember the in the year 2000 bit.
00:40SPEAKER- Brad, I'm gonna go ahead and tell you something bad.
00:41SPEAKER♪ In the year 2000 ♪
00:43SPEAKER- I am super hoarse right now,
00:45SPEAKER'cause I'm slightly hungover.
00:47SPEAKER(laughing)
00:49SPEAKER- Look, that was 20 years ago, man.
00:51SPEAKER- Oh, a little more than that actually,
00:54SPEAKERlike 22, 23, 24 years ago, 25.
00:57SPEAKERThat was when I was in high school,
00:58SPEAKERso that was like 20, maybe 25 years ago.
01:01SPEAKER- That might've been the time period I wasn't watching,
01:02SPEAKER'cause if when you were in high school,
01:03SPEAKERI would have been in college
01:04SPEAKERand I was just, I was doing other things.
01:06SPEAKER- Yeah, what is it about college
01:08SPEAKERthat makes you not watch TV?
01:10SPEAKER- I didn't have a TV for a while.
01:11SPEAKER- Okay, that was me too, actually.
01:13SPEAKER- Yeah, and then I got a TV
01:15SPEAKERand it was mostly used to play NHL 96, it turns out.
01:18SPEAKER- Okay, yeah, it's a good collegiate activity.
01:20SPEAKER- Yeah, well, like it's the one time,
01:23SPEAKERat that time in your life, in my life at least,
01:25SPEAKERbeing able to play multiplayer games was a brand new thing.
01:28SPEAKERLike having constant access to multiplayer games was new.
01:31SPEAKER- Having constant access to people around to play them
01:34SPEAKERwas also, you didn't have to like drive to somebody's house,
01:37SPEAKERthey were just around.
01:38SPEAKER- Yeah, you could just be like,
01:39SPEAKER"Hey man, I got the 4Tap, you wanna play some NHL?"
01:42SPEAKERAnd you'd be like, "Yeah, I'll play some NHL."
01:44SPEAKER- Yeah, that's what living in the future is.
01:48SPEAKER- So I gotta say the first thing that Windows 2004 did
01:51SPEAKERis I have this task scheduler thing set up
01:53SPEAKERto run a Python script that makes my audio controller
01:57SPEAKERwork with my interface, right?
02:00SPEAKERAnd the first thing Windows 2004 did was break that.
02:03SPEAKER- Nice, great, yep, that's the dark secret
02:07SPEAKERof living the streamlined automation life in Windows
02:10SPEAKERis that it's just a giant house of cards.
02:12SPEAKER- Yeah, so task scheduler seems like it maybe
02:14SPEAKERdoesn't like Python scripts now or something.
02:16SPEAKERI don't think I can just like load the WSL stuff
02:19SPEAKERand set up a crontab and maybe never think about this again.
02:22SPEAKER- You spend hours and hours setting up task scheduler
02:25SPEAKERand group policy and shortcuts of all varieties.
02:31SPEAKER- Yeah.
02:31SPEAKER- And along comes a Windows update and just goes,
02:37SPEAKERit all collapses.
02:39SPEAKER- I have not spent as much time engaging
02:41SPEAKERwith task scheduler as you have.
02:43SPEAKER- Sucks, it's terrible.
02:44SPEAKER- It's bad, yeah, I was gonna say that.
02:47SPEAKERThe secret of it is it sucks ass.
02:48SPEAKER- It doesn't work.
02:50SPEAKER- No.
02:50SPEAKER- It doesn't work reliably, it doesn't schedule tasks,
02:53SPEAKERwhich is right there in the name.
02:55SPEAKER- Oh, it schedules them.
02:56SPEAKER- It does, but not reliably.
02:57SPEAKERIt's not always clear what user is running them.
02:59SPEAKERSo sometimes the thing you wanna do,
03:01SPEAKERyou don't actually have like privileges to do.
03:03SPEAKER- Well, and also sometimes like the one job
03:08SPEAKERthat task scheduler has is to look at some conditions
03:10SPEAKERand when those conditions are fulfilled to do a thing.
03:13SPEAKERSometimes it looks at the conditions,
03:15SPEAKERthe conditions are fulfilled.
03:16SPEAKER- And it just doesn't.
03:17SPEAKER- And it just doesn't do anything.
03:17SPEAKER- Yeah, totally, well, that's what I'm getting at sometimes
03:19SPEAKERand it doesn't tell you why, that's the thing.
03:21SPEAKER- No.
03:22SPEAKER- It might have tried to do the thing
03:23SPEAKERand was told by the system,
03:25SPEAKERyou don't have the rights to do this,
03:26SPEAKERbut it never tells you that.
03:27SPEAKER- But I can't like, I need to find like
03:30SPEAKERthe command line interface for task scheduler
03:32SPEAKERso I can run a task to see what's happening at the console.
03:35SPEAKER- It has that, we can talk later.
03:37SPEAKEROr I can just tell you right now what it is actually, hold up.
03:40SPEAKER- Yeah, tell me right now.
03:41SPEAKER- I've got a whole bunch of them set up right now.
03:43SPEAKERI've got, do you wanna know what,
03:45SPEAKERthis is gonna turn into the whole episode
03:46SPEAKERif we keep going like this.
03:47SPEAKER- Do I wanna know what love is?
03:48SPEAKERYes, show me, give me a moment.
03:50SPEAKER- Do you want me to tell you what command line stuff
03:53SPEAKERI have set up that I can just type a word in to make happen
03:56SPEAKERrather than navigating?
03:57SPEAKER- This feels strangely kinky, but okay.
04:01SPEAKER- For example, 'cause you know,
04:03SPEAKERlike most of the stuff in Windows,
04:04SPEAKERyou have to navigate like five layers of menus, right?
04:06SPEAKERTo find the button you want to click.
04:08SPEAKER- Yeah.
04:09SPEAKER- So like I have automated things like switching
04:10SPEAKERbetween the light and dark theme in Windows.
04:13SPEAKERSo.
04:14SPEAKER- Why would you ever switch
04:15SPEAKERbetween the light and dark theme in Windows?
04:16SPEAKER- 'Cause I like the light theme during the day
04:17SPEAKERand the dark theme at night.
04:19SPEAKER- Doesn't it do that automatically now?
04:20SPEAKER- No, it does not.
04:21SPEAKER- What?
04:22SPEAKER- We've talked about this, man.
04:24SPEAKERSo.
04:25SPEAKER- I thought it did that automatically now.
04:26SPEAKER- I have shortcuts called light and dark.
04:30SPEAKERAnd I can pop up the start menu and type light
04:33SPEAKERand it will automatically switch to the light theme.
04:36SPEAKERI have one called desk swap that will swap
04:39SPEAKERwhich one is my primary desktop.
04:42SPEAKER- Wow.
04:44SPEAKER- I've got a variety of them that's mute
04:47SPEAKERand unmute various input devices, sound input devices.
04:51SPEAKER- Oh yeah, that's a near soft jam right there, right?
04:54SPEAKER- Yes, no, I use task scheduler for that.
04:56SPEAKERBut hold up, let me tell you, I was just gonna tell you,
05:00SPEAKERschtasks.exe is the command line version of task scheduler.
05:07SPEAKERSo you can run schtasks/run and the name of the task.
05:13SPEAKERThat's for automating.
05:14SPEAKERThat's for your-
05:15SPEAKER- This is a fantastic, incredibly useful cold open.
05:16SPEAKER- That's for your automating purposes.
05:18SPEAKERWe'll talk more later.
05:20SPEAKER(upbeat music)
05:46SPEAKER(upbeat music)
05:51SPEAKER- Welcome to Brad and Will Made a Tech Pod.
05:53SPEAKERI'm Will.
05:54SPEAKER- I'm Brad, how you doing, Will?
05:56SPEAKER- I'm over here making a tech pod.
05:57SPEAKERHow about you, man?
05:58SPEAKER- That's right, man.
05:59SPEAKERIt's just here we are on a Saturday morning
06:00SPEAKERfeeling just lively and crisp, ready to talk.
06:03SPEAKER- Everything's great.
06:04SPEAKER- Yeah, nothing bad at all.
06:07SPEAKERWhatever, I'm sorry.
06:08SPEAKERThings are fine.
06:10SPEAKER- Look.
06:11SPEAKER- They're not fine, but they're fine.
06:13SPEAKER- Yeah, everything's fine.
06:15SPEAKER- I slept on the couch last night, not because
06:17SPEAKERof any infractions, I didn't do anything wrong.
06:19SPEAKER- Okay, you just couldn't be bothered to get up?
06:22SPEAKER- No, my daughter has been in our room
06:27SPEAKERthe last couple of nights and we are a queen size bed house.
06:30SPEAKERSo it's three people in a bed is too many people.
06:32SPEAKER- That's a lot.
06:33SPEAKER- So I, discretion was the better part of valor last night.
06:36SPEAKERI chose to just, you know, couch sleep.
06:39SPEAKER- She's enough of an actual little person now
06:41SPEAKERthat she occupies a full half of the bed.
06:43SPEAKERNot so much like a two people plus a tiny human.
06:48SPEAKERLike there's kind of.
06:49SPEAKER- If she just occupies half of the bed,
06:51SPEAKERshe's doing better than she ever has.
06:53SPEAKERShe's, you know, she's a full sprawl sleeper.
06:57SPEAKERIt's like arms, legs in all starfish positions.
07:01SPEAKER- Punching way above her weight class on the bed occupancy.
07:05SPEAKER- Her mass to volume ratio is off the charts.
07:08SPEAKER- Oh boy.
07:10SPEAKER- But yeah, so we're, we're a little,
07:14SPEAKERthings are, we're great.
07:16SPEAKERWe're doing great.
07:17SPEAKER- Fine, fine, I think it's fine.
07:18SPEAKER- What are we going to talk about today?
07:20SPEAKERWell, first off.
07:22SPEAKER- Yes.
07:23SPEAKER- I want to point out, we're still reading
07:23SPEAKERHitchhiker's Guide.
07:26SPEAKER- Yes.
07:27SPEAKER- Oh, Brad, you've got to get on this.
07:28SPEAKERIt's coming up.
07:29SPEAKER- I know, I need to get in.
07:30SPEAKERSo I read, I read both intros or I read both
07:33SPEAKERlike the forward and the introduction.
07:35SPEAKER- The Neil Gaiman one and the Douglas Adams one.
07:37SPEAKER- The forward written by Neil Gaiman,
07:38SPEAKERwhich largely restated what was written
07:40SPEAKERin the introduction by Douglas Adams, but that's okay.
07:43SPEAKER- Yes.
07:44SPEAKER- I found, I will say this.
07:47SPEAKERI found the Douglas Adams authored introduction
07:51SPEAKERwildly more charming.
07:54SPEAKER- I, look.
07:55SPEAKER- Nothing against Neil Gaiman, but like there was something,
07:57SPEAKERthere's just a certain lilt to the way that Douglas Adams,
08:01SPEAKERlike his phrasing, if that's what I'm in for, I'm excited.
08:05SPEAKERThat's what I'm trying to say.
08:06SPEAKER- We'll get to this when we talk about the book,
08:08SPEAKERbut the thing that has struck me rereading this is how much
08:12SPEAKERof modern discourse is shaped by the weird quirks,
08:15SPEAKERespecially in our friend circle,
08:17SPEAKERby the weird quirks of the Douglas Adams' use of language.
08:21SPEAKER- Okay, great.
08:23SPEAKERI'm excited about that.
08:24SPEAKERLike, there's just something about like that.
08:27SPEAKERThere's a certain idiosyncrasy of like speech patterns
08:29SPEAKERthat I really go for.
08:31SPEAKERIt's like in the intro, like it stuck with me.
08:33SPEAKERThat's how memorable it is that like,
08:36SPEAKERwhen he was talking about being drunk in a field in Austria,
08:39SPEAKERwhen he had the idea for the book.
08:40SPEAKER- Outside Innsbruck.
08:41SPEAKER- Yes, like his, the way he described his drunkenness was,
08:46SPEAKERif I remember the phrasing,
08:48SPEAKERwe are speaking of the mild inability to stand up.
08:52SPEAKERIt's like, okay, you got the point across.
08:53SPEAKERThat's very, those are very tidy and economical
08:56SPEAKERand slightly charming way to get that idea across.
08:58SPEAKER- Yeah, so it's been fun rereading those.
09:03SPEAKERThis was our challenge for hitting a thousand patrons.
09:08SPEAKERWe're at almost 1100 now.
09:10SPEAKER- Wow, geez.
09:11SPEAKER- Yeah, a lot of people signed up this month.
09:12SPEAKERA lot of people are stoked about Hitchhiker's Guide.
09:14SPEAKER- Everybody wants to read Hitchhiker's Guide.
09:16SPEAKERThank you, that's, wow, that's flattering.
09:18SPEAKERThe last thing I'll say about it real quick is I,
09:21SPEAKERit doesn't look that long.
09:24SPEAKER- It's not.
09:24SPEAKER- Maybe it's the omnibus edition that I've got,
09:26SPEAKERbut like I thought somebody had said,
09:28SPEAKERit was like your kind of standard 300 page novel,
09:30SPEAKERbut like in the omnibus, it's like 180 pages or something.
09:35SPEAKER- It's like, depending on how fast you read,
09:38SPEAKERI think Mike Kendall told me it was going to be five hours.
09:41SPEAKER- Oh, okay, yeah.
09:42SPEAKER- Yeah, at the outside.
09:44SPEAKER- Not a problem, I got plenty of time.
09:46SPEAKER- It's a good Sunday afternoon.
09:47SPEAKER- Yeah, so I'm getting ready to get into it
09:48SPEAKERand I am looking forward to it.
09:49SPEAKERI know somebody, at least one person I've seen
09:51SPEAKERon the Discord said they just finished reading it
09:53SPEAKERfor the first time and we're just in love with it, so.
09:56SPEAKER- It is, one of the things that we'll talk,
09:59SPEAKERthat I want to talk about is it is striking to me
10:01SPEAKERhow prescient it is for a thing that is written
10:04SPEAKERin the late 70s about the modern technology of today.
10:09SPEAKER- I don't know if that's a good thing or not.
10:12SPEAKER- Pros and cons.
10:12SPEAKER- Okay.
10:13SPEAKER- Anyway, today we didn't mean to make this Nvidia month,
10:17SPEAKERbut Nvidia, yeah, I got announced.
10:19SPEAKER- We went into this podcast with this topic in mind
10:22SPEAKERand it occurred to me like we probably need to say
10:23SPEAKERlike this is not sponsored by Nvidia.
10:26SPEAKER- Yeah, no, we, but--
10:28SPEAKER- We are doing this show purely
10:30SPEAKERbecause this is a very newsworthy topic.
10:32SPEAKER- Well, I mean, the new GPUs came out
10:33SPEAKERand they were also discussing.
10:35SPEAKER- Yes, it's just like Nvidia has no chill at the moment.
10:38SPEAKERThey just keep dominating the news.
10:40SPEAKER- Well, yeah, and we had the game streaming thing last week,
10:42SPEAKERwhich is not entirely an Nvidia thing,
10:44SPEAKERbut like the thing that I like best
10:47SPEAKERand I think is maybe not the easiest to use,
10:49SPEAKERbut the best results is the Nvidia solution with Moonlight.
10:53SPEAKER- Can I ask real fast not to derail this?
10:55SPEAKERHow is Moonlight?
10:56SPEAKERI don't know if we covered this.
10:59SPEAKERHow is Moonlight on the physical Steam Link,
11:01SPEAKERthe actual box that Valve sold?
11:02SPEAKERLike, is it adequate?
11:04SPEAKER- So that's where I run it.
11:05SPEAKERIt seems like the hardware in the, so the--
11:09SPEAKER- Because that hardware cannot do H.265
11:12SPEAKERis the reason that I ask, so I wonder--
11:13SPEAKER- That's it, yeah.
11:14SPEAKER- So I wonder if H.264 is up to the task.
11:16SPEAKER- It's fine for 1080p.
11:18SPEAKERI have not tried, you can't do 4K on the Steam Link.
11:21SPEAKER- Yeah, okay.
11:22SPEAKER- The setup is a little fiddly.
11:26SPEAKERLike, there's not an auto updater for Moonlight,
11:28SPEAKERand I'm not sure if that's because Moonlight is still early
11:31SPEAKERor if it's that there's some limitation of the Steam Link
11:34SPEAKERthat won't let applications update themselves.
11:36SPEAKER- But just performance latency-wise, it's fine?
11:38SPEAKER- It's great.
11:39SPEAKERI played a fair amount of Death Stranding,
11:43SPEAKERor Watch Dogs 2 last night for, yeah, using it.
11:46SPEAKER- I might actually get that Steam Link out of the box
11:49SPEAKERand put Moonlight on it, see how it is.
11:50SPEAKER- If you haven't, so I use one Steam Link that is WiFi,
11:54SPEAKERone that is ethernet, they both work fine.
11:58SPEAKERThe WiFi one is a little bit,
12:00SPEAKERoccasionally you get graphics artifacts.
12:02SPEAKERThe wired one, I never see that.
12:04SPEAKER- Are there kind of your commercial video streaming
12:08SPEAKERentertainment apps available for the Steam Link?
12:11SPEAKERProbably not.
12:12SPEAKER- Not really.
12:12SPEAKERYou can't get Netflix for it.
12:13SPEAKER- Right, okay, that's what I meant, okay.
12:14SPEAKERSo it could not be a good Apple TV replacement necessarily?
12:18SPEAKER- I think you're better off with a dedicated piece
12:20SPEAKERof hardware for that that is not Steam Link.
12:23SPEAKER- So the flip side of that is I think probably,
12:27SPEAKERI just got iOS 14 on, or TVOS 14 on my Apple TV yesterday.
12:32SPEAKERSo I haven't tried the new support for controllers,
12:35SPEAKERbut theoretically they fixed controller support
12:37SPEAKERwith this release of iOS or TVOS.
12:40SPEAKER- Wait, was it broken before?
12:42SPEAKER- Well, so it supported all the sticks and buttons
12:44SPEAKERexcept for the clicky, the sticks on the Apple TV
12:48SPEAKERand the iOS devices were the M5 standard.
12:52SPEAKERSo they would map to that,
12:54SPEAKERwhich meant there was no clicky sticks,
12:57SPEAKERwhich is fine if you're playing games built for iOS,
12:58SPEAKERbut if you're trying to play stuff that's built for the PC
13:00SPEAKERthat expects to have clicky sticks,
13:02SPEAKERyou had situations where there were weird cords
13:04SPEAKERwhere you had to press the Xbox button
13:06SPEAKERon your Xbox controller and it was not great.
13:10SPEAKER- No.
13:12SPEAKER- But today we're talking about why this ARM Nvidia deal,
13:15SPEAKERand it's an interesting, the reason we're talking about it
13:19SPEAKERis 'cause it's one of the biggest semiconductor deals
13:22SPEAKERof all time.
13:22SPEAKER- Yeah, for sure.
13:24SPEAKERNvidia has acquired ARM for $40 billion in cash and stock.
13:28SPEAKER- Yes, Nvidia is the biggest semiconductor company
13:32SPEAKERright now, they're the biggest chip designer.
13:36SPEAKERAnd it's important because the two parts of,
13:41SPEAKERso Nvidia, we all know Nvidia 'cause they make video cards
13:43SPEAKERand they made the switch CPU, GPU, SOC,
13:47SPEAKERyou know, all of this other stuff.
13:50SPEAKER- Games, mostly games kind of applications
13:52SPEAKERis where they have been known forever.
13:55SPEAKER- Right, but the games are kind of the secondary part
13:59SPEAKERof Nvidia's business these days.
14:02SPEAKER'Cause it seems like they're trying to be the hardware
14:05SPEAKERthat runs the machine learning infrastructure of our future,
14:08SPEAKERof future compute.
14:10SPEAKER- Like I kind of had an inkling of this before,
14:12SPEAKERbut like this deal has made it very obvious
14:14SPEAKERthat Nvidia is kind of leading this whole other life,
14:17SPEAKERI feel like.
14:18SPEAKERLike they kind of have a double life now, right?
14:20SPEAKEROf like everybody knows them for their gaming applications,
14:22SPEAKERbut like they're getting into data centers
14:25SPEAKERand machine learning and potentially some other stuff
14:28SPEAKERoff of this deal that has nothing to do with games.
14:31SPEAKER- Well, they've been in that for like,
14:33SPEAKERthere's a very good reason that they released Ampere first
14:36SPEAKERas a data center product, right?
14:38SPEAKERNot as a compute, a machine learning compute product,
14:41SPEAKERnot a gaming product.
14:44SPEAKER- So Arm, if you don't know what Arm is,
14:48SPEAKERArm is a chip designer design company out of the UK
14:55SPEAKERthat basically spun out of Apple and Acorn, I think.
14:59SPEAKER- Did, did it really? - Or Apple and Acorn
15:01SPEAKERstarted it.
15:02SPEAKER- I didn't know that.
15:04SPEAKER- Hold on, I want to make sure I got that right.
15:06SPEAKER- I had no idea.
15:08SPEAKERArm Holdings or Arm Limited now is the...
15:12SPEAKERYeah, so Acorn computers developed
15:14SPEAKERthe Acorn risk machine architecture in the '80s
15:18SPEAKERand then Apple puts money into them.
15:20SPEAKER- That's where Arm comes from.
15:22SPEAKER- Yeah, but now Arm stands for advanced risk machine
15:26SPEAKERrather than Acorn risk machine,
15:28SPEAKERwhich is what they originally did.
15:29SPEAKERAnyway, the point is they designed CPUs
15:32SPEAKERand then licensed that technology out to everybody.
15:34SPEAKERAnd they, unlike Intel, which say designs a CPU
15:39SPEAKERand then makes that CPU and then sells it to you.
15:42SPEAKER- And that's the only way you can get it.
15:43SPEAKER- Yeah, that's it.
15:45SPEAKERArm says, "Hey, here's all the bits that go into our CPUs."
15:48SPEAKERThese systems on a chip, SOCs.
15:52SPEAKERYou can get whatever you want.
15:54SPEAKERYou can take the pieces you want.
15:55SPEAKERYou can, like, if you want this, here's a package,
15:58SPEAKERhere's the overall box.
16:00SPEAKERAnd then you can kind of Chinese menu it out
16:02SPEAKERwhere you say, "I want one of this math coprocessor
16:06SPEAKERand six of these linear math accelerators."
16:09SPEAKERAnd you can take the bits that they give you and assemble
16:12SPEAKERthem however you want.
16:13SPEAKER- Right, and like if you're Apple, for example,
16:14SPEAKERyou can be like, "Ah, you can keep your GPU.
16:16SPEAKERWe have our own now, and we're gonna put our own GPU
16:20SPEAKERon the die with your Arm stuff."
16:22SPEAKER- Exactly, so you're licensing an instruction set
16:26SPEAKERand a chip design is my understanding with Arm.
16:29SPEAKER- Yes, I wrote, I started writing the notes.
16:31SPEAKERLike, I don't know that either of us are equipped
16:32SPEAKERto get into this, or if we even need to,
16:34SPEAKERthe whole kind of like CISC versus risk dichotomy.
16:37SPEAKER- We can talk about it a little bit.
16:38SPEAKERBut like I've been interested in what it means for 25 years,
16:43SPEAKERbut I've never a hundred percent gotten my head around it.
16:45SPEAKER- Yeah, so.
16:48SPEAKER- Or should we even like talk about what an instruction set
16:50SPEAKERis for people that don't know?
16:52SPEAKERLike it's essentially the very base level operations
16:56SPEAKERthat a CPU is carrying out inside itself, right?
16:59SPEAKER- Pretty much, and so at one level there's like the Turing,
17:04SPEAKERthe set of Turing, the things you need to be Turing complete
17:07SPEAKERin a computer, which is like ands and ors and nors.
17:10SPEAKER- You're talking Alan Turing, not the Turing GPU.
17:14SPEAKER- Yeah, I'm talking about Alan Turing,
17:15SPEAKERwho the Turing GPU is named after, yes.
17:17SPEAKER- Just to be clear.
17:19SPEAKER- So at like the low level,
17:21SPEAKERall of the math that happens in the computers
17:23SPEAKERis like four or five different kinds
17:24SPEAKERof mathematical operations.
17:25SPEAKERBut when you go up a level,
17:28SPEAKERthen you start to build specific functions on the chip
17:33SPEAKERthat are hardware accelerated
17:34SPEAKERthat makes certain types of math faster.
17:36SPEAKERSo like the difference between integer math
17:38SPEAKERand floating point math is a good example of that.
17:40SPEAKERIf you think back to the old 386, 387 days,
17:45SPEAKERIntel said, okay, these are mostly integer processors.
17:48SPEAKERAnd if you need floating point math,
17:50SPEAKERthen you can buy this extra 387 chip that sockets in.
17:55SPEAKER- A math co-processor that you can stick on your board.
17:57SPEAKER- Yeah.
17:58SPEAKER- And then eventually that logic started being included
18:00SPEAKERjust inside the CPU 'cause it made sense.
18:03SPEAKER- Well, because it turns out
18:04SPEAKERthat we're a buttload of applications
18:06SPEAKERfor massive amounts of floating point math, like games.
18:11SPEAKER- I don't know if this is illustrative or not
18:15SPEAKERfor people who aren't computer scientists,
18:16SPEAKERwhich I certainly am not.
18:17SPEAKERBut for example, you can go on Wikipedia
18:20SPEAKERand just pull up a list of every instruction
18:22SPEAKERin the x86 instruction set, for example.
18:25SPEAKER- For example.
18:25SPEAKER- And you can scroll down and it's literally just like,
18:28SPEAKERlike there's an operation called add, which adds.
18:31SPEAKERThere's like add with carry.
18:32SPEAKERThere is convert byte to word, compare operands,
18:36SPEAKERconvert word to double word, decrement by one,
18:40SPEAKERsigned multiply, you know what I mean?
18:42SPEAKERLike those are just, and to clarify for my own benefit
18:45SPEAKERas well as anybody listening, like those are fixed functions
18:49SPEAKERthat are implemented in the hardware of the chip, right?
18:51SPEAKER- When you are talking about somebody writing machine code,
18:54SPEAKERthey are writing code that calls
18:55SPEAKERthese specific instructions, right?
18:57SPEAKER- Right.
18:58SPEAKER- So, whereas if you write a C program,
19:01SPEAKERyou write a program that has some basic human readable logic
19:05SPEAKERthat isn't just a series of math instructions
19:07SPEAKERthat then becomes translated into that by a compiler.
19:11SPEAKER- Right, so yeah, so like, so everything from,
19:14SPEAKERat the end of the day, like everything from the highest level
19:16SPEAKERlike Python or JavaScript or whatever down to C,
19:19SPEAKERto any compiled language, like at the end of the day,
19:22SPEAKERall that's actually happening on the CPU
19:23SPEAKERis these instructions being executed.
19:25SPEAKER- It's interpreted down into this stuff, yes.
19:26SPEAKER- It's just that the compiler is what handles
19:27SPEAKERturning the human code into machine operations and okay.
19:33SPEAKER- So in the 90s or late 80s, I guess,
19:38SPEAKERthe CPU architectures had gotten large
19:41SPEAKERand the instruction sets were increasingly complicated.
19:45SPEAKER- Complex you might say.
19:46SPEAKER- Well, that's a retronym, you know.
19:48SPEAKER- Is it?
19:49SPEAKER- The complex was a response
19:50SPEAKERto reduced instruction set computing.
19:53SPEAKER- Oh, really?
19:54SPEAKEROkay.
19:54SPEAKER- Yeah, so these guys, I think the MIPS people
19:57SPEAKERcame up with this first,
19:58SPEAKERbut it seems like it was maybe developed
19:59SPEAKERin parallel multiple places.
20:00SPEAKER- What, like the concept of risk?
20:02SPEAKER- Yeah.
20:03SPEAKER- I think I read this morning, it started in Berkeley.
20:05SPEAKERI think it started in academia.
20:09SPEAKER- Well, anyway, but the point is,
20:11SPEAKERrather than have a large complicated set of instructions
20:14SPEAKERthat did a bunch of accelerated things,
20:16SPEAKERthey were like, why don't we just make
20:17SPEAKERall the processes run faster and keep them simpler?
20:22SPEAKERAnd I think specifically a fixed length.
20:25SPEAKERSo where complicated instructions could use multiple cycles
20:28SPEAKERper compute, these are the same size instructions
20:33SPEAKERthat run at the same speed so you can do things more.
20:36SPEAKER- Okay, okay.
20:37SPEAKER- We're getting into computer science stuff
20:38SPEAKERthat doesn't matter here.
20:39SPEAKER- Yeah, yeah, yeah.
20:39SPEAKERAnd that's pretty far out of our depth.
20:42SPEAKERSo you're saying like the instruction has to like execute
20:44SPEAKERand complete within the same cycle kind of situation?
20:46SPEAKER- Or within a specified number of cycles.
20:49SPEAKER- I see, I see.
20:50SPEAKER- The other thing that is important to know
20:52SPEAKERabout all this stuff,
20:53SPEAKERis this was like in the '90s when Mac and PC people
20:56SPEAKERwere crazier and would yell at each other
20:58SPEAKERabout which computer was better.
20:59SPEAKER- Yes.
21:00SPEAKER- You'd hear all this RISC versus CISC stuff.
21:02SPEAKERBack then, there was an appreciable difference.
21:04SPEAKER- Well, a lot of power PC,
21:06SPEAKERlike people would wear power PC t-shirts and stuff like that.
21:08SPEAKER- People wore all sorts of bad t-shirts.
21:10SPEAKERLike I had one of those color shifting t-shirts.
21:12SPEAKERWe don't need to talk about sartorial choices.
21:15SPEAKERThe point is, in the modern context,
21:18SPEAKERthere isn't really a CISC versus RISC anymore.
21:22SPEAKERThere are RISC CPUs, RISC instruction sets
21:25SPEAKERwith complex elements,
21:27SPEAKERand there are complex instruction sets
21:29SPEAKERwith the RISC-like elements.
21:31SPEAKERThey're all, everything's mishmashed together now.
21:35SPEAKER- Yes, multiple people who absolutely know
21:37SPEAKERwhat they're talking about have told me basically
21:39SPEAKERthat like, yeah, even a modern x86 CPU
21:41SPEAKERhas RISC-like elements inside it.
21:44SPEAKER- Well, I mean, the point, the big thing,
21:47SPEAKERwe should do an episode about this
21:48SPEAKER'cause it's really interesting,
21:49SPEAKERbut the Pentium 4 was a turning point for all of this stuff.
21:52SPEAKER'Cause the Pentium 4, they were like,
21:53SPEAKERwe can make these really crazy complex, super deep pipelines
21:56SPEAKERand we can predict what's gonna happen fast enough
21:58SPEAKERthat we can run it at like five, six gigahertz.
22:00SPEAKERIt's gonna be so fucking fast.
22:02SPEAKERIt's gonna blow your ears off.
22:04SPEAKERIt's gonna be the most amazing thing ever.
22:05SPEAKERAnd then it didn't work.
22:06SPEAKERAnd that was the moment that like the CISC wave broke
22:09SPEAKERand they were like, well, maybe we should simplify
22:12SPEAKERthis whole thing and make it just parallel, real parallel.
22:15SPEAKERSo anyway.
22:16SPEAKER- So, I mean, I guess back to the actual topic at hand,
22:18SPEAKERmoving back to the ARM stuff,
22:21SPEAKERmy understanding of why ARM is so big in the mobile space
22:23SPEAKERis that primarily it's because it's so power efficient,
22:26SPEAKERthe performance per watt is very good.
22:28SPEAKERIs that a direct result
22:30SPEAKERof the way that the RISC stuff processes instructions?
22:33SPEAKER- I don't know if it's a direct result
22:34SPEAKERof the way the RISC stuff processes instructions
22:37SPEAKERor a direct result of the design goals
22:40SPEAKERof the ARM processors over the years.
22:43SPEAKER- I see, I see.
22:44SPEAKER- Like you can make a really power hungry RISC chip,
22:47SPEAKERjust like you can make a really efficient CISC chip,
22:51SPEAKERyou know, like there are some 0.3 watt TDP iX86 processors.
22:58SPEAKER- Okay.
23:00SPEAKER- But just--
23:01SPEAKER- You're just not getting a lot of performance
23:02SPEAKERout of them necessarily.
23:03SPEAKER- Well, not even that, people don't use them
23:06SPEAKERfor the types of things that you use ARM processors for
23:08SPEAKERbecause the market has gone in the ARM direction.
23:10SPEAKER- Right, right, that's what I mean.
23:10SPEAKERLike that's why there aren't phones
23:12SPEAKERwith X86 mobile chips in them.
23:14SPEAKER- I mean, there are, you just don't know
23:15SPEAKERwhat even there's what they are.
23:16SPEAKERYeah. - What?
23:17SPEAKER- Yeah, you can buy X86, X86 Android phones
23:20SPEAKERor you could for a while, I don't know if you still can.
23:22SPEAKER- That's bizarre.
23:24SPEAKER- So, okay, so SoftBank bought ARM a few years ago.
23:28SPEAKERSoftBank is a investment holding company from Japan
23:33SPEAKERwho invested in such companies as WeWork, Theranos and Uber.
23:37SPEAKER- Oh no, oh no.
23:39SPEAKER- They--
23:40SPEAKER- It's a questionable portfolio.
23:42SPEAKER- Look, they've done some stuff that worked out for them,
23:44SPEAKERbut like it's not, they've not had great times
23:46SPEAKERthe last few years it seems like.
23:48SPEAKERAnd they sold their stake in ARM
23:55SPEAKERfor $40 billion in stock and cash to Nvidia
23:58SPEAKERor they want to, they've announced that they want to.
24:01SPEAKERThis is a huge deal.
24:04SPEAKERIt is interesting because they didn't talk about it
24:07SPEAKERwith investors or regulators
24:09SPEAKERbefore they announced that they wanna do this.
24:12SPEAKERAnd there's a pretty heavy regulatory burden here
24:14SPEAKER'cause the UK, the U.S., China, and maybe even Japan
24:18SPEAKERare gonna care about this.
24:19SPEAKER- Okay, and the EU, right?
24:22SPEAKER- Well, no, 'cause it's UK.
24:25SPEAKERSo probably not the EU by the time the deal
24:28SPEAKERhas to pass regulatory bounds.
24:29SPEAKER- Maybe not.
24:31SPEAKER- But yeah, it's gonna be a while before this is active.
24:37SPEAKERThis is an announcement of intent,
24:39SPEAKERnot an announcement of success.
24:43SPEAKER- It's interesting and it's important
24:46SPEAKERbecause there are literally billions of ARM chips
24:48SPEAKERshipped every year made by Apple, Qualcomm, Samsung, Nvidia,
24:54SPEAKERand a bunch of other smaller companies
24:55SPEAKERthat you probably don't know about.
24:56SPEAKER- Yeah, so should we just rattle off
24:58SPEAKERkind of the most of the typical devices
25:00SPEAKERyou would find ARM chips in?
25:01SPEAKERIt's like every, it's every iPhone on the market,
25:03SPEAKERjust about every Android phone in the market.
25:05SPEAKER- Almost every Android phone, yeah.
25:06SPEAKER- Just damn near every tablet on the market of any kind.
25:09SPEAKERThe switch.
25:10SPEAKER- Well, no, no, 'cause like Surface and stuff like that
25:12SPEAKERare all x86, like anything.
25:14SPEAKER- Yeah, but that's, I feel like they're sort of stretching
25:16SPEAKERthe definition of tablet there.
25:17SPEAKERLike that's moving, that's almost moving
25:19SPEAKERin the computer laptop-y kind of space.
25:21SPEAKER- Well, I mean, it is a laptop.
25:22SPEAKERIt's just a laptop without a keyboard attached.
25:24SPEAKER- Yeah, like the Surfaces are weird hybrid devices
25:26SPEAKERthat are, but the iPad, all the Amazon Fire stuff.
25:31SPEAKER- Oculus Quest.
25:32SPEAKER- Yes, yes, the Switch, the Nintendo Switch is ARM-based.
25:37SPEAKER- Some routers, which is shocking.
25:40SPEAKER- Oh, they're the Raspberry Pi, like all, practically,
25:42SPEAKERpractically all of the, the entire-
25:44SPEAKER- The MiSTer.
25:44SPEAKER- Well, yeah, the MiSTer has an ARM core on it
25:46SPEAKERin addition to the FPGA.
25:48SPEAKERPretty much the entire single board computer scene,
25:50SPEAKERlike the Raspberry Pi and the,
25:52SPEAKERall that stuff is ARM-based.
25:54SPEAKER- I haven't torn one apart to see or looked at a tear down,
25:57SPEAKERbut my guess is like stuff like Alexa's and Google Homes
26:00SPEAKERand all of those like Nest screen things,
26:03SPEAKERyour video doorbells, a lot of your web,
26:05SPEAKERyour like internet connected webcams.
26:09SPEAKER- Any kind of internet of home smart device
26:12SPEAKERprobably has an ARM chip in it?
26:14SPEAKER- Yeah.
26:15SPEAKER- And it's an internet of things smart device.
26:17SPEAKER- Like suffice to say, if it is not a,
26:20SPEAKERif it's not an Intel or AMD made x86 based device,
26:23SPEAKERlike the odds are it's ARM.
26:24SPEAKER- Well, no, there's also MIPS.
26:26SPEAKER- Well, yeah, so like my router,
26:28SPEAKERwell, I didn't want to get into that.
26:29SPEAKERThat's kind of an edge case.
26:30SPEAKERLike my router has a MIPS chip in it, but-
26:32SPEAKER- So a lot of networking stuff
26:33SPEAKERhas MIPS chips because they're cheaper.
26:35SPEAKER- In fact, we'll get to that.
26:35SPEAKERThat is a topic to talk about later,
26:37SPEAKERbut ARM is extraordinarily widespread is the point.
26:40SPEAKER- Also, do you know what else has ARM?
26:42SPEAKER- What's that?
26:43SPEAKER- The world's fastest supercomputer.
26:44SPEAKER- Oh, really?
26:46SPEAKER- Yeah, so supercomputers and data centers
26:49SPEAKERhave butt loads of ARM chips now.
26:51SPEAKER- Okay, so that is a relatively recent development, right?
26:54SPEAKER- The last five, 10 years probably, yeah.
26:56SPEAKER- Yeah, yeah.
26:57SPEAKER- And the reason that happens is because in a data center,
27:01SPEAKERin a supercomputer context, well, okay,
27:04SPEAKERdata, two different use cases.
27:06SPEAKERData centers care a lot about performance per watt
27:09SPEAKERand performance both in terms of heat generated
27:11SPEAKERand power consumed.
27:12SPEAKER- Yeah, I feel like you hear a lot about the cooling needs
27:15SPEAKERof a data center, right?
27:16SPEAKERLike to the extent that that sometimes helps dictate
27:20SPEAKERwhere they're built, stuff like that.
27:21SPEAKER- There's a reason that data centers get built
27:23SPEAKERon the Columbia River in Oregon,
27:25SPEAKERand it's because there's a lot of hydroelectric power
27:27SPEAKERand a lot of cool water.
27:28SPEAKER- Yeah.
27:30SPEAKER- So yeah, you see, basically that's where we're at.
27:36SPEAKERIs like, there are some places where you want a big giant
27:40SPEAKERX86 or X64 CPU with hundreds of cores and the whole thing.
27:46SPEAKERBut also there are places that there that you're gonna want
27:48SPEAKERsomething that's lower power and less,
27:50SPEAKERa little bit less capable maybe,
27:51SPEAKERbut also does exactly what you need it to in the place.
27:54SPEAKER- Do you ever want to just hang out in a data center?
27:59SPEAKER- They're really loud.
28:00SPEAKER- Well, I'm sure you'd probably want some noise canceling.
28:01SPEAKERI bet noise canceling headphones would work extremely well
28:04SPEAKERin that white noise kind of environment.
28:06SPEAKERBut like, are you, 'cause that's the ideal use case
28:10SPEAKERfor noise canceling headphones.
28:12SPEAKERBut are you as big a fan of air conditioning as I am?
28:15SPEAKER- I mean, right now, yes.
28:16SPEAKERI am 100% a fan of air conditioning.
28:18SPEAKERI would love to have air conditioning.
28:19SPEAKERIt seems like it'd be really nice.
28:20SPEAKER- How cool do you think it is in your average data center?
28:22SPEAKERDon't you want to just go in there
28:24SPEAKERand like lie down on the floor for a while?
28:26SPEAKER- So I've never been in a data center.
28:27SPEAKERI've been in a supercomputer before and it was not
28:32SPEAKERa comfortable environment for humans.
28:33SPEAKER- Oh, is it too cold?
28:35SPEAKER- It was very cold.
28:36SPEAKER- Really?
28:37SPEAKERAre we talking like convenience store
28:39SPEAKERwalk-in freezer type cold or what?
28:42SPEAKERSurely not that cold.
28:43SPEAKER- It was not, no, it was not 40 degrees.
28:45SPEAKERIt was probably 65.
28:47SPEAKER- Oh, that sounds pretty good.
28:48SPEAKER- It was chilly.
28:49SPEAKER- That sounds pretty good.
28:50SPEAKER- Look, I was in Texas and it was great
28:53SPEAKERfor the first minute or two.
28:54SPEAKERAnd then you're like, "Oh man, it's kind of cold in here."
28:56SPEAKERYou know when you're walking through the grocery store
28:59SPEAKERin the summertime and you get into the freezer aisle
29:02SPEAKERor the open, the butter aisle where the refrigerators
29:05SPEAKERare all open, wasting a ton of energy every day.
29:07SPEAKERIt's like that one where you're like,
29:09SPEAKER"Oh man, I wish I wasn't wearing shorts right now,
29:10SPEAKERbut this feels okay."
29:11SPEAKER- That sounds great.
29:13SPEAKER- Yeah.
29:15SPEAKER- If anybody can get us into a data center, let me know.
29:18SPEAKER- The supercomputer angle is interesting too,
29:20SPEAKERbecause in supercomputers, they use ARM processors
29:23SPEAKERto reduce latency and like kind of traffic cop
29:28SPEAKERa lot of the interactions between the other processors
29:30SPEAKERin the setup and different supercomputers
29:36SPEAKERhave different requirements.
29:37SPEAKERLike I spoke to somebody who works on supercomputers
29:41SPEAKERthat do fluid dynamics calculations where like
29:44SPEAKERthey're trying to figure out how wind interacts
29:45SPEAKERwith skyscrapers to affect weather patterns in big cities.
29:50SPEAKERAnd in order to do that, like every particle
29:54SPEAKERthat simulates a bit of wind has to be able to talk
29:57SPEAKERto every other particle 'cause they all interact
29:59SPEAKERand you end up with these massively complex situations
30:02SPEAKERwhere latency really matters.
30:04SPEAKERAnd if one part of the simulation gets out of sync
30:07SPEAKERwith the others, then the whole thing has to be scrapped
30:10SPEAKERand started over.
30:11SPEAKERSo like they build these clusters
30:13SPEAKERso that there's a negligible latency
30:16SPEAKERfrom one side to the other, and you need a bunch of CPUs
30:19SPEAKERlike evenly distributed through the network to do that.
30:21SPEAKER- To manage that.
30:22SPEAKER- Am I right in assuming that maybe the ARM cores
30:24SPEAKERin that scenario are not handling the heavy math
30:26SPEAKERof the simulation or they're just doing the,
30:28SPEAKERlike you said, the traffic hopping, the bookkeeping
30:30SPEAKERto keep everything in sync and that sort of thing?
30:33SPEAKER- Probably some of both, but I don't know.
30:35SPEAKERI'm not an expert, that is a level of granularity
30:38SPEAKERthat I do not have on this topic.
30:40SPEAKER- I mean, yeah, I'm just sort of like throwing that question
30:42SPEAKERout into the ether, but I would wonder
30:44SPEAKERif they're using like some kind of ASIC
30:46SPEAKERor something like GPU ask almost
30:49SPEAKERto handle the heavy compute aspect of that task.
30:53SPEAKER- So my understanding is that they're set up in a way
30:56SPEAKERthat they, that you have processors
31:00SPEAKERthat are tuned for specific things.
31:01SPEAKERSo like you'll have x86 cores
31:03SPEAKERfor doing lots of big floating point math.
31:05SPEAKER- That's what I was getting at.
31:06SPEAKER- Like that is pipelineable and deep,
31:09SPEAKERand then you'll do GPU cores for massively parallel stuff
31:13SPEAKERwhere you need thousands upon thousands upon thousands
31:15SPEAKERof cores, not hundreds of cores.
31:17SPEAKERAnd then, yeah, I think the ARM processors
31:19SPEAKERare gonna be the kind of making sure everybody gets fed
31:23SPEAKERbasically, all the different cores
31:26SPEAKERare getting the data they need in the right time.
31:30SPEAKERSo, okay, so like, why does Nvidia want ARM?
31:35SPEAKER- Why does Nvidia want ARM?
31:37SPEAKER- Well, yeah, they like having market share.
31:41SPEAKER- Yes.
31:42SPEAKER- And if you look at, Nvidia is right now,
31:47SPEAKERas a video game graphics company, sure,
31:49SPEAKERthey very much wanna be the machine learning,
31:52SPEAKERAI hardware provider, and you can tell that
31:57SPEAKERby looking at how they're pushing Ampere
31:59SPEAKERto workstations and data centers.
32:01SPEAKERYou can look at the fact that they're putting 10,000
32:04SPEAKERshader cores on these GPUs
32:07SPEAKERwith like dedicated machine learning units
32:09SPEAKERand ARM also you can get dedicated machine learning
32:13SPEAKERacceleration on ARM chips now.
32:15SPEAKER- Yeah, and like we should mention,
32:17SPEAKERlike a lot of Nvidia's own messaging
32:19SPEAKERaround this deal pertains to AI specifically.
32:22SPEAKERLike they, like the line I pulled out here
32:24SPEAKERis that ARM is based in Cambridge
32:26SPEAKERand they said that they want to turn the Cambridge location
32:28SPEAKERinto quote, a new global center of excellence in AI research.
32:33SPEAKER- Yes, well, and like if you think about Nvidia's path
32:38SPEAKERover the last 20 years, 'cause this is like
32:41SPEAKERa 24 year old, 23 year old company now,
32:43SPEAKERthat they looked at the PC graphics market
32:47SPEAKERand were like, look, we can build,
32:48SPEAKERwe can start building these,
32:50SPEAKERA, there's a market for PC graphics,
32:52SPEAKERbut B, this market provides a path
32:55SPEAKERto massively parallel machine learning accelerators,
32:59SPEAKERray tracing accelerators, all of that stuff.
33:01SPEAKERAnd they use the market demand for games and 3D graphics
33:08SPEAKERto do, to pay for the R&D to get to the point
33:12SPEAKERthat they had machine learning processors.
33:13SPEAKER- Can we just generally use the terms AI
33:17SPEAKERand machine learning interchangeably in this context?
33:19SPEAKER'Cause they use AI in most of their messaging.
33:23SPEAKER- I think AI is the more consumer friendly term, right?
33:27SPEAKER- But just to be clear, they mean basically the same thing.
33:30SPEAKER- Yeah, I mean, we could just call it,
33:31SPEAKERyou know, linear, statistical linear math,
33:34SPEAKERbut it's, you know, people are gonna be
33:36SPEAKERless interested in that.
33:37SPEAKERBut yeah, machine learning and AI, essentially, I mean not--
33:39SPEAKER- Yeah, I'm just trying to clarify.
33:41SPEAKER- I would say machine learning is probably a subset of AI
33:44SPEAKERif we wanted to be highly technical,
33:46SPEAKERbut I don't think it matters.
33:47SPEAKER- Okay.
33:48SPEAKERSo Nvidia has sold ARM chips in the past.
33:52SPEAKERThe Tegra is in the Switch.
33:54SPEAKERIt was in the Nvidia Shield and the Shield Pro,
33:57SPEAKERI think the iron. - It still is, yeah.
33:58SPEAKERYeah, it still is.
33:59SPEAKERI mean, yeah, I looked at the Tegra roadmap before this
34:02SPEAKERand like they've got a new one on the way.
34:05SPEAKEROf course, I mean, well, you know, whatever.
34:06SPEAKERThere are rumors about a new Switch next year.
34:08SPEAKERSo like there would be a new one in that, for example.
34:13SPEAKER- Well, but like they haven't made big inroads
34:15SPEAKERinto the phone market.
34:16SPEAKERThere were a couple of phones that shipped on Tegra
34:17SPEAKERa few years ago.
34:18SPEAKER- Was that Razer phone on Nvidia?
34:21SPEAKER- I feel like maybe--
34:23SPEAKER- The gamer phone.
34:24SPEAKER- It seemed like their performance per watt
34:27SPEAKERwas not, which in turn meant you had bad battery life
34:31SPEAKERon the phone, wasn't where you wanted it.
34:34SPEAKERBut it's been pretty good on like the Switch,
34:37SPEAKERwhile the initial launch Switch
34:39SPEAKERdidn't have the best battery life,
34:41SPEAKERit's more than sufficient for like what I've been using
34:44SPEAKERover the last four years or five years,
34:45SPEAKERhowever long it's been.
34:46SPEAKER- So one thought I had about this acquisition,
34:48SPEAKERlike obviously there's data centers
34:50SPEAKERand super computer stuff.
34:51SPEAKERThere's machine learning research.
34:53SPEAKERLike there's a lot of applications for this,
34:55SPEAKERbut like you tell me if this is an accurate perception
34:58SPEAKERof the mobile market.
34:59SPEAKERLike Apple's arm-based chips are like insane, right?
35:03SPEAKER- God tier, yeah.
35:04SPEAKER- Yeah, like they hired, they went out and hired
35:06SPEAKERlike some of the best chip designers in the world, right?
35:09SPEAKER- And spent billions of dollars.
35:10SPEAKER- Because they have unthinkable amounts of money.
35:13SPEAKERBut my understanding of the Android market
35:15SPEAKERis like the Qualcomm's and like the Android,
35:17SPEAKERor the ARM chips in that space just don't keep up, right?
35:20SPEAKERWith that.
35:21SPEAKER- I don't think it's that they spec up,
35:24SPEAKERlike if you look at-
35:25SPEAKER- Not saying they're bad necessarily, it's just that-
35:27SPEAKER- Well, it's a different situation
35:30SPEAKER'cause like Apple knows what their software team is doing
35:33SPEAKERand they have the software-
35:34SPEAKER- Yeah, that's fair, that's fair.
35:35SPEAKER- They turn their software roadmap
35:35SPEAKERto the hardware roadmap so they can like really
35:39SPEAKERget everything out of every bit of silicon
35:40SPEAKERthat they put in that chip.
35:41SPEAKER- Right.
35:42SPEAKERIf say, if you're LG and you're buying a Qualcomm processor,
35:47SPEAKERyou probably aren't gonna spend the billion dollars a year
35:49SPEAKERthat you need to turn that off the shelf processor
35:52SPEAKERinto the custom processor like Apple does.
35:55SPEAKER- Totally, but I mean, the point I'm getting at
35:57SPEAKERis like to use the most recent example
35:59SPEAKERwhen the iPhone SE came out,
36:00SPEAKERlike all the reviews were just like,
36:03SPEAKERit is insane the performance advantage
36:06SPEAKERthat this budget Apple phone has
36:08SPEAKERover the current flagship Android phones.
36:10SPEAKERSo what I'm getting at is like,
36:12SPEAKERI wonder if Nvidia maybe sees an opportunity
36:14SPEAKERto become like the dominant SOC supplier
36:18SPEAKERin the Android space off of this.
36:20SPEAKER- So my guess is that they're probably going to pull out
36:24SPEAKERof the Android SOC space as part of the regulatory burden
36:28SPEAKERfor this deal to happen.
36:29SPEAKER- Interesting, yes, I actually, yeah,
36:30SPEAKERthat's totally a good point.
36:32SPEAKERThat's like antitrust stuff, not withstanding,
36:34SPEAKERcould they be possibly be looking to do that?
36:37SPEAKER- I think Nvidia is more interested in the data center
36:39SPEAKERand making sure that things like TensorFlow cores
36:42SPEAKERend up in other people's phones.
36:44SPEAKER- Okay, 'cause this exact idea was floated as well
36:48SPEAKERin some of the Android press that I looked at
36:51SPEAKERor something going to the Android media market
36:52SPEAKERand like people speculating that like,
36:54SPEAKERthere's kind of nothing stopping Nvidia
36:56SPEAKERfrom holding the best of like, they can keep licensing.
37:02SPEAKER- I think the regulatory stuff in China and the UK
37:05SPEAKERwould probably be the thing that stops that.
37:07SPEAKER- The idea to expand on it is just that
37:09SPEAKERthey could keep licensing the arm designs
37:10SPEAKERthat they currently make to the same customers,
37:13SPEAKERbut that they could like have a slightly competitive,
37:17SPEAKERslightly more competitive version.
37:19SPEAKER- Yeah, they'll keep the good one for themselves.
37:21SPEAKER- Right, or something along those lines.
37:23SPEAKER- I would be shocked if that is allowed to happen.
37:27SPEAKERLike in the US, I wouldn't be surprised
37:28SPEAKERif it's allowed to happen.
37:29SPEAKERThe EU and the UK, that's not going to fly.
37:32SPEAKER- Maybe this is just expressing my complete lack of faith
37:35SPEAKERin any kind of antitrust action to ever take place again.
37:39SPEAKERUnless it's politically motivated.
37:41SPEAKER- I think, well, here's the thing.
37:43SPEAKERGiven that Nvidia has essentially no market share
37:45SPEAKERin that space right now, my guess is that they sacrifice
37:48SPEAKERthe potential future there for licensing out instruction set
37:53SPEAKER'cause here's the thing is if they do something
37:55SPEAKERtoo anti-competitive, there are other similar,
37:59SPEAKERbut not directly compatible instructions
38:02SPEAKERthat we use out there, including some open stuff.
38:05SPEAKER- Yes, that stuff is probably,
38:07SPEAKERit's not even arm related necessarily,
38:08SPEAKERbut that's probably the actual most fascinating aspect
38:11SPEAKERof this topic, but we'll get to that.
38:13SPEAKER- Yeah, so I don't, I think my guess is that Nvidia
38:18SPEAKERwill protect the switch and shield business
38:21SPEAKERfor set top boxes and 'cause honestly,
38:25SPEAKERlike if you're thinking about Nvidia,
38:26SPEAKERif Nvidia's Tegra problem is that they perform really well,
38:29SPEAKERbut their performance per watt and battery life are bad,
38:33SPEAKERtablets make a ton of sense like the switch,
38:35SPEAKERlike the shield tablet, set top boxes make a ton of sense
38:39SPEAKERwhere your performance per watt is less important
38:41SPEAKERas long as you can passively cool it, nobody cares.
38:43SPEAKERSo I think we'll see them sacrifice the ability
38:47SPEAKERto be in phones 'cause it like, it's not like they're not,
38:49SPEAKERis it, here's the question you need to ask is,
38:52SPEAKERis it better for Nvidia to make a little bit of money
38:56SPEAKERon every single one of the one or 2 billion phones
38:59SPEAKERthat are sold every year or to make a lot of money
39:02SPEAKERon some small percentage of the market
39:04SPEAKERbecause they piss everybody off
39:05SPEAKERand they all switched to MIPS or whatever.
39:07SPEAKER- Sure, sure, yes, that is an actual exact question I have
39:10SPEAKERwhen we get to the MIPS and RISC-V stuff,
39:12SPEAKERbut I'll save that for now.
39:15SPEAKER- I think it's, like I said, I think it's much more likely
39:17SPEAKERthat we'll see it go the other way
39:18SPEAKERwhere Nvidia makes tensor cores and things like that,
39:23SPEAKERlike specific parts of the current GPU architecture,
39:27SPEAKERthings like their H.264 and H.265 live encoders,
39:31SPEAKERwhich are really good,
39:32SPEAKERmake them available to ARM licensees
39:35SPEAKERalong with the other IP.
39:37SPEAKER- What you're saying is it's less likely
39:38SPEAKERthat Nvidia is going to take the ARM tech
39:40SPEAKERand kind of pull it behind their curtain
39:42SPEAKERand more likely that some of the Nvidia tech
39:43SPEAKERis gonna bleed back into the publicly available ARM stuff?
39:46SPEAKER- I would really, really hope that the regulatory,
39:50SPEAKERone of the three or four regulatory agencies involved
39:54SPEAKERwould ensure that that doesn't happen.
39:56SPEAKER- Right, so like an example is like ARM has a GPU design
39:59SPEAKERthat they can license along with the CPU stuff,
40:03SPEAKERbut you're saying that like Nvidia graphics
40:06SPEAKERcould end up replacing that Mali GPU design, for example.
40:10SPEAKER- Even some subset, like small bits and pieces.
40:13SPEAKERThe other thing is like their PowerVR
40:16SPEAKERhas a whole ARM GPU division,
40:19SPEAKERlike they sell a buttload of ARM GPUs too.
40:21SPEAKERLike there are, there have been three companies
40:24SPEAKERmaking ARM GPUs for a while, four if you count Apple,
40:27SPEAKEReven though they don't sell those external vendors.
40:31SPEAKERLike there's, the beautiful thing about ARM
40:34SPEAKERis if LG wants or Qualcomm wants Nvidia's GPU,
40:40SPEAKERthey can do that.
40:40SPEAKERIf they want their own GPU, they can do that.
40:42SPEAKERIf they want PowerPC, they can do that.
40:43SPEAKERAnd you can assemble the chips however you want.
40:45SPEAKERIt's up to you.
40:47SPEAKERIt's like Lego, but way more complicated
40:49SPEAKERand expensive to build.
40:52SPEAKERSo yeah, like I think that's it.
40:54SPEAKERI think, and so the outside edge case for this
40:58SPEAKERis that I think we're gonna see Nvidia dropping ARM CPUs
41:03SPEAKERin weird places in the future.
41:05SPEAKERWe saw a little bit of this with the Ampere stuff
41:07SPEAKERand the direct storage API to accelerate storage,
41:12SPEAKERwhich in reality isn't going to start happening
41:14SPEAKERfor like two or three years
41:15SPEAKERbecause it takes the API's a while to roll out.
41:19SPEAKERI think we'll see in the next five or 10 years,
41:23SPEAKERwe'll see Nvidia dropping ARM CPUs on GPUs to reduce the,
41:30SPEAKERsimply because there's often math
41:32SPEAKERthat you need to do in games that is latency dependent.
41:35SPEAKERLike this is one of the benefits consoles have,
41:38SPEAKERis that because the consoles use a shared CPU memory pools,
41:42SPEAKERwhere the CPU and GPU are both talking
41:44SPEAKERto the same memory all the time,
41:45SPEAKERit's really inexpensive for the GPU to pass something off
41:49SPEAKERto the CPU and then come back to the GPU again.
41:51SPEAKER- Also the CPU and the GPU are on the same die,
41:53SPEAKERso there is no--
41:54SPEAKER- Often, yeah.
41:55SPEAKER- There's a system bus to communicate over.
41:58SPEAKER- Right, and whereas on the PC,
42:00SPEAKERthe GPU has to talk across the PCI express bus,
42:03SPEAKERwhich like on a GPU that's running at 3,000,
42:06SPEAKERthousands of megahertz,
42:08SPEAKERyou're looking at sometimes five or 10 or 20 clock cycles
42:11SPEAKERon the GPU before a communication can happen
42:14SPEAKERacross the PCI express bus.
42:15SPEAKERAnyway.
42:16SPEAKER- My one question about that idea of including
42:18SPEAKERlike arm designs on a graphics card, for example,
42:22SPEAKERis like, I mean, would you agree that Nvidia
42:24SPEAKERprobably employs a lot of the best integrated circuit
42:27SPEAKERdesigners in the world at this point?
42:29SPEAKER- I, it would be hard for me to say that.
42:31SPEAKER- Okay.
42:32SPEAKER- But sure, the results are good.
42:34SPEAKER- That's what I mean.
42:35SPEAKER- Yeah.
42:36SPEAKER- The proof is in the pudding there, it seems,
42:38SPEAKERbut like, do you think like a general purpose,
42:40SPEAKERlike arm set up on a graphics card would make more sense
42:43SPEAKERthan like, or let me back up.
42:45SPEAKER- They seem really good at designing logic on their cards
42:49SPEAKERbuilt for purpose, right?
42:50SPEAKEROr designed for purpose, like this direct storage stuff.
42:53SPEAKERLike you assume that there is hardware on those GPUs
42:56SPEAKERthat is very good at decompressing that data.
42:59SPEAKERLike would it make sense to have a more general purpose unit
43:04SPEAKERon there as opposed to just designing whatever you need?
43:08SPEAKER- Look, it's not outside the realm of possibility
43:09SPEAKERthat we're going to be plugging NVMe drives
43:11SPEAKERonto your video card in five years.
43:15SPEAKER- Okay, so at that point, a very small low power arm core
43:18SPEAKERthat handled that IO would make sense or something like that.
43:21SPEAKER- I see, yeah.
43:21SPEAKER- Okay.
43:22SPEAKER- Like that's kind of what I was getting at
43:25SPEAKERa couple of weeks ago when we did the 3080 stuff.
43:28SPEAKERWhen I mentioned, I mentioned that the graphics card
43:31SPEAKERis rapidly becoming like the central feature of a PC.
43:34SPEAKER- Hey guys, plug your mouse into your video card
43:37SPEAKERfor the best performance.
43:38SPEAKER- Right, like have your video card
43:39SPEAKERhandle your storage IO now.
43:41SPEAKERYou know, like at some point the graphics card
43:42SPEAKERis the computer.
43:44SPEAKER- Well, I mean, that's what Jen Sun's been trying
43:46SPEAKERto make happen for 20 years.
43:47SPEAKER- That's what I mean.
43:48SPEAKERLike, I feel like we're moving toward that
43:50SPEAKERwhere like what does this, I mean, obviously you need a CPU,
43:53SPEAKERbut like it's increasingly marginalized it seems like.
43:56SPEAKER- It was literally a talking point,
43:59SPEAKERI think around the like the GeForce,
44:01SPEAKERprobably the 5800 launch, 5900 launch maybe
44:04SPEAKERwhen they started doing compute
44:05SPEAKERon like general purpose compute on GPUs.
44:09SPEAKERHe's like, yeah, this is going to be the most important
44:10SPEAKERprocessor in your computer from now on.
44:12SPEAKER- Right.
44:13SPEAKER- And you know, turns out probably sounded hyperbolic then,
44:17SPEAKERbut it was probably correct.
44:18SPEAKER- Like I'm trying to conceptualize in my head
44:21SPEAKERthe weird fuzzy shifting line between the graphics card
44:25SPEAKERand like say the motherboard.
44:27SPEAKERLike for expansion purposes, it would never make sense
44:31SPEAKERto turn a graphics card into a motherboard
44:32SPEAKERand literally have the GPU on the board
44:35SPEAKERand just plug a CPU into it.
44:36SPEAKERBut like, it feels like we're kind of like,
44:38SPEAKERthat distinction is becoming less meaningful.
44:42SPEAKERDoes that make sense?
44:44SPEAKER- Yeah, well, when you look at those big compute clusters
44:46SPEAKERwhere they have like a huge board
44:48SPEAKERwith a shitload of PCI slots and lanes,
44:50SPEAKERand then you just drop eight boards into it with one CPU,
44:54SPEAKERlike the amount of power that goes to doing the GPU math
44:59SPEAKERversus the CPU math is strongly, strongly, strongly
45:03SPEAKERin favor of the GPU side.
45:04SPEAKER- Right.
45:06SPEAKER- It's a weird, like computers are going to be real weird
45:08SPEAKERin about 10 years.
45:09SPEAKER- Yeah, totally.
45:10SPEAKER- That's the TLDR.
45:11SPEAKER- Totally, that's kind of what I'm getting at.
45:12SPEAKERBut like at some point, if the graphics card
45:13SPEAKERis handling 90% of your system functionality anyway,
45:16SPEAKERwhy not just make that the whole system?
45:18SPEAKER- Well, yeah.
45:20SPEAKERI mean, it's, I mentioned that there are people
45:25SPEAKERin our audience I know who are further into this,
45:28SPEAKERdown this rabbit hole of what computers look like
45:29SPEAKERin 10 years than we are.
45:31SPEAKER- Yes.
45:31SPEAKER- I'm really curious to hear their reaction
45:33SPEAKERto this conversation.
45:34SPEAKER- I literally copied and pasted a conversation
45:36SPEAKERout of the discord a few days ago
45:37SPEAKERabout like where CPUs are going in the next 10 to 15 years
45:40SPEAKERthat like frankly made my head explode.
45:44SPEAKERSome really wild stuff in there.
45:46SPEAKER- Well, I mean, and this isn't like, this isn't,
45:49SPEAKERit's not idle speculation.
45:52SPEAKERLike look at what a computer looked like in 2000.
45:55SPEAKERWhen I moved to California,
45:56SPEAKERI think I had a dual core Celeron machine.
46:00SPEAKERSo two physical packages,
46:03SPEAKERsocketed into two sockets on the motherboard.
46:06SPEAKERAnd like the difference in that computer
46:09SPEAKERand the computer that is in my pocket now is astounding.
46:12SPEAKER- Orders of magnitude, right?
46:14SPEAKER- Yeah, it's because of ARM.
46:15SPEAKER- Yeah.
46:16SPEAKER- And like everything, the wireless internet connection
46:18SPEAKERis better than my wired internet connection was.
46:20SPEAKERMy screen is way higher resolution.
46:22SPEAKERI can do more things at the same time than I could then.
46:26SPEAKERLike it's, yeah, it's bonkers.
46:27SPEAKERThe whole thing's crazy.
46:28SPEAKER- Yes.
46:29SPEAKERYeah, the acceleration of development of technology
46:31SPEAKERhas been pretty dizzying for me.
46:34SPEAKER- It's a lot of, yeah, a lot of that is on ARM.
46:37SPEAKERLike the rise of phones that move billions of units a year,
46:44SPEAKERlike left the opportunity to really push the technology
46:48SPEAKERbecause there was a lot of money at stake and yeah.
46:52SPEAKER- But just, I mean, not to get off on some old man rant,
46:55SPEAKERbut like if you started on,
46:57SPEAKERif you started out with parallel ports
46:58SPEAKERand text mode only displays and that sort of thing,
47:03SPEAKERlike where we are now versus where we are then
47:05SPEAKERis like, quite frankly, hard to grapple with sometimes.
47:08SPEAKER- It has been a long road.
47:09SPEAKER- Yeah, but I'll finish a short one.
47:13SPEAKER- I mean, yeah, you remember,
47:15SPEAKERI remember taking hours to download a one megabyte driver.
47:20SPEAKER- Yeah, yeah.
47:23SPEAKER- So Brad, what do you think this means for phones?
47:25SPEAKER- 300 baud, 300 baud.
47:26SPEAKER- I never had a 300 baud.
47:27SPEAKERI started with a 14.4, I think.
47:29SPEAKER- Yeah, so did I.
47:30SPEAKERI didn't either.
47:30SPEAKERI just, I know it existed.
47:31SPEAKERI'm sorry, what were you asking?
47:33SPEAKER- Look, I couldn't hear you.
47:34SPEAKERMy audio coupler came off the phone.
47:36SPEAKERSo we got to re-sync this modem call.
47:40SPEAKER- Jam that thing back in there.
47:41SPEAKERYou got to rerun your init string.
47:44SPEAKER- What does this mean for phones?
47:46SPEAKER- For phones?
47:47SPEAKER- For phones.
47:48SPEAKER- Oh, you mean like right now?
47:49SPEAKER- Yeah, right now.
47:49SPEAKERIf V is buying ARM, shit, is my phone going to be bad now?
47:52SPEAKER- We covered my apparently abortive idea
47:55SPEAKERthat they were going to try to dominate the Android space.
47:57SPEAKERSo probably not a ton at the moment.
48:01SPEAKERMaybe the Android, like you said,
48:03SPEAKERthe Android SOCs get better GPUs or something like that,
48:07SPEAKERor more machine learning acceleration, something like that.
48:10SPEAKERBut like that's probably five, maybe not five,
48:14SPEAKERbut like that's probably like minimum three,
48:16SPEAKERfour years away from showing up and shipping products, right?
48:18SPEAKERWith the regulatory overhead and the R&D to product cycle
48:24SPEAKERlead times and stuff like that.
48:25SPEAKER- I think they suggested this is going to take 18 months
48:28SPEAKERto get approval and maybe close.
48:30SPEAKER- Right.
48:31SPEAKER- So yeah, I think my assumption is,
48:35SPEAKERmy assumption is there's not going to be too much work
48:37SPEAKERhappening by other parties on anything that comes out of
48:41SPEAKERthis until that deal is closed.
48:42SPEAKER- This is, here's like a really high level legal
48:45SPEAKERand business question.
48:46SPEAKERIs there anything to stop them from beginning R&D
48:48SPEAKERwith this purchase in mind prior to the deal
48:51SPEAKERbeing fully approved?
48:53SPEAKER- I have no idea.
48:54SPEAKER- Yeah, right.
48:55SPEAKERLike, I don't know any, I quite literally don't know anybody
48:57SPEAKERwho would know the answer to that question.
48:59SPEAKERWe need like high level, like IP lawyer types
49:03SPEAKERand regulatory, like antitrust law types
49:06SPEAKERto answer a question like that, right?
49:08SPEAKER- The amount of anxiety I had when I had bought a house,
49:11SPEAKERbut hadn't closed on it yet and had gotten the keys
49:13SPEAKERand started knocking holes in the walls.
49:15SPEAKER- Right.
49:16SPEAKER- Was very high, I can't imagine.
49:18SPEAKER- That's literally that question, right?
49:19SPEAKERLike, is it okay for them to start knocking holes
49:21SPEAKERin the dry wall before the--
49:24SPEAKER- I don't, I honestly don't know.
49:25SPEAKER- Before they've got the deed in their hands.
49:27SPEAKER- I mean, do they exchange IP?
49:29SPEAKER- I guess, I mean, probably not.
49:30SPEAKER- Probably not.
49:31SPEAKER- 'Cause it's all proprietary and secret.
49:32SPEAKER- Yeah, you're probably right, you're probably right.
49:35SPEAKER- I mean, but I assume they're talking,
49:36SPEAKERI assume like they start, I assume anytime you have,
49:39SPEAKERlike I know in media spaces, 'cause I've worked
49:41SPEAKERwith some people who went through a giant merger recently,
49:44SPEAKERlike they were talking to, everybody was talking
49:45SPEAKERto everybody, but nothing was happening,
49:48SPEAKERbut everybody knew what was coming.
49:50SPEAKERSo I'd say that's probably what happened.
49:51SPEAKERI don't know, I'm curious to hear what people think.
49:53SPEAKER- Do you ever--
49:54SPEAKER- If you're in a video, send us an email or signal me.
49:58SPEAKER- Do you ever have this tendency when you see
49:59SPEAKERa deal of this magnitude?
50:00SPEAKERI mean, like you said, this is like basically
50:02SPEAKERpractically the biggest deal that's ever been made.
50:04SPEAKERDo you ever have a tendency to look at that
50:06SPEAKERand try to ascribe some kind of like organization
50:08SPEAKERand method to the whole thing?
50:10SPEAKERLike think like, oh, there must be a plan,
50:12SPEAKERlike fully written down and they know exactly
50:14SPEAKERwhat they're doing and they're gonna execute it.
50:15SPEAKERBut like then what you just described
50:17SPEAKERis the actual reality of, it's actually just a bunch
50:19SPEAKERof human beings flailing around, trying to figure it out
50:23SPEAKERfor a period of months to years, right?
50:25SPEAKER- I mean, you don't spend $40 billion
50:27SPEAKERif you don't have a plan for what you want to do
50:29SPEAKERwith the thing you're buying, right?
50:31SPEAKER- Right, but it's not all set in stone.
50:33SPEAKER- You know, I mean, I think everything's fluid
50:36SPEAKERand like there's some parts of the arm business
50:37SPEAKERthat are getting spun off that Nvidia didn't want,
50:40SPEAKERstuff like that.
50:41SPEAKER- Yeah, I mean, there's much more of a human,
50:43SPEAKERlike in the moment kind of human elements
50:46SPEAKERof the decision-making, right?
50:47SPEAKERThan you might think.
50:48SPEAKER- Yeah, yeah, yeah.
50:49SPEAKER- Yes.
50:55SPEAKERI was a little, $40 billion is a staggering amount of money.
51:00SPEAKERGiven the scale of that arm business,
51:02SPEAKERI was a little bit surprised that it was only $40 billion.
51:06SPEAKER- I could see that, sure.
51:07SPEAKER- Like when arm sold a few years ago for 20 or 30 billion,
51:11SPEAKERwhatever it was, I was kind of surprised that it was only,
51:16SPEAKERI assume that the licensing fees aren't onerous per chip.
51:20SPEAKER- Okay, well that is a good segue into the next topic then,
51:23SPEAKER'cause I was wondering about that exact thing.
51:26SPEAKER- Yeah, I mean, I'm curious.
51:30SPEAKERI mean, these are very not public numbers.
51:32SPEAKERIt's funny, it's even hard.
51:35SPEAKERI was trying to figure out how much
51:37SPEAKERof the global Microsoft processor business,
51:40SPEAKERlike across all architectures
51:42SPEAKERand all markets arm represented,
51:45SPEAKER'cause it has to be a significant portion.
51:50SPEAKERBut like that stuff is even all buried
51:52SPEAKERin really expensive analyst reports
51:54SPEAKERabout microprocessor, if I wanted to pay five or $6,000,
51:59SPEAKERI could have gotten a report that would let me know
52:00SPEAKERexactly how much microprocessor business arm gets
52:04SPEAKERand what their licensing model looks like.
52:05SPEAKERBut I didn't spend that five grand, Brad, I'm sorry.
52:08SPEAKER- Sounds like we need a $5,000 tier on the Patreon next month
52:11SPEAKERto get this analyst report in our hands.
52:14SPEAKER- Give us the 5,000 bucks,
52:15SPEAKERwe'll buy one analyst report a month.
52:16SPEAKER- That's right, that's right.
52:17SPEAKER- And we'll put it right back into the pod.
52:20SPEAKER- You can just send us the report if you have it.
52:22SPEAKERI won't tell anybody.
52:23SPEAKER(indistinct)
52:27SPEAKER- So yeah, I guess that brings us
52:29SPEAKERto kind of the last big topic here,
52:30SPEAKERwhich you have written these notes
52:32SPEAKERas are there alternatives to arm for phones?
52:35SPEAKER- Not really right now, but maybe soon.
52:37SPEAKER- But yeah, it seems like it's getting there.
52:38SPEAKER- Well, I mean, Intel has been trying to push an x86
52:41SPEAKERthat part for phones for a really long time
52:43SPEAKERand nobody's biting.
52:44SPEAKER- Good luck with that, as we said.
52:47SPEAKER- But I think MIPS and RISC-V have both shown.
52:53SPEAKERRISC-V.
52:55SPEAKER- Is it RISC-V?
52:56SPEAKER- Yeah, it's RISC-V.
52:57SPEAKER- Oh, I thought it was RISC-V.
52:58SPEAKER- It's the fifth, yeah, I agree, that sounds better,
53:00SPEAKERbut it is the fifth generation of RISC.
53:02SPEAKER- If it was, why is the hyphen in there if it's five?
53:05SPEAKER- According to them.
53:06SPEAKERIt's right there on the Wikipedia page, man.
53:07SPEAKER- I hate this.
53:08SPEAKER- I don't know what to tell you.
53:09SPEAKER- I regret, look, I was pro RISC, so RISC-V is-
53:13SPEAKER- RISC-V pronounced RISC-V.
53:16SPEAKER- God.
53:17SPEAKER- That's literally how the Wikipedia page starts.
53:18SPEAKERThat also came out of Berkeley, actually.
53:19SPEAKERSo I looked into it while we were talking about it.
53:21SPEAKERWe were both right earlier.
53:23SPEAKERThe concept of RISC started at Berkeley,
53:25SPEAKERbut then MIPS was the company
53:27SPEAKERthat spun off of that research
53:29SPEAKERand was the first commercial entity to offer a RISC.
53:33SPEAKER- But it seems like there was parallel development
53:36SPEAKERhappening in other places at the same time,
53:37SPEAKER'cause DC had a MIPS chip, a RISC chip, and all that.
53:41SPEAKER- Is that like how calculus was created
53:43SPEAKERby more than one person simultaneously?
53:44SPEAKER- Leibniz and Leibniz and Newton, yes.
53:48SPEAKERBut-
53:49SPEAKER- Newton got the win, though,
53:50SPEAKERwhen he spoke English, it turns out.
53:51SPEAKER- Yeah, yeah.
53:53SPEAKER- But he had a better publicist, I think.
53:55SPEAKER- Yeah, that whole Apple thing is very easy to remember.
53:57SPEAKER- Yeah, also apocryphal.
53:59SPEAKER- Yes, I'm sure, I'm sure.
54:00SPEAKERBut there's a little bit of public myth-making
54:03SPEAKERgoes a long way in getting people to remember you,
54:05SPEAKERit turns out.
54:07SPEAKERSo yeah, which one do we wanna talk about?
54:09SPEAKERWell, it's kind of the same topic.
54:11SPEAKER- Well, RISC-V is gonna be, is an open source architecture.
54:15SPEAKER- It's literally an open source instruction set
54:17SPEAKERin the way that open source software is freely available.
54:21SPEAKER- You can take that instruction set
54:23SPEAKERand add a few billion dollars and hundreds of people
54:27SPEAKERand maybe thousands of people,
54:29SPEAKERand you can have a CPU in a few years.
54:31SPEAKER- Yeah, I guess that's the big difference here,
54:32SPEAKERis that a single programmer can take
54:35SPEAKERan open source repository and do something cool with it,
54:39SPEAKERand the barrier is very low.
54:40SPEAKER- Depends on the repository, but yeah.
54:42SPEAKER- Well, you know what I mean, though.
54:42SPEAKERA single person can develop software pretty effectively,
54:45SPEAKERdepending on what they're doing and how skilled they are,
54:46SPEAKERbut to take an open instruction set
54:50SPEAKERand actually turn it into a tangible product
54:51SPEAKERtakes unthinkable amounts of money and skill
54:56SPEAKERto design the chip.
54:58SPEAKERGetting chips made is incredibly expensive and difficult.
55:00SPEAKERIt's not like some little garage startup
55:04SPEAKERis not gonna take this and change the world, right?
55:06SPEAKER- I mean, they might.
55:07SPEAKER- Well, maybe, maybe.
55:08SPEAKER- That's not out of the question.
55:09SPEAKER- I guess not.
55:10SPEAKER- It's not, this isn't...
55:14SPEAKER- I still firmly, you know, that's a really good question.
55:17SPEAKERLike, is there, is this still a market
55:20SPEAKERthat a garage startup or even like a billion dollar startup
55:24SPEAKERcan compete in?
55:25SPEAKER- Maybe.
55:26SPEAKER- Probably.
55:27SPEAKER- The thing that stuck out to me in reading about RISC-V
55:30SPEAKERis it's something about ARM, actually,
55:32SPEAKERthat I didn't really, it had never occurred to me,
55:34SPEAKERwhich is that like RISC-V being open,
55:36SPEAKERyou can take the literal base instruction set
55:38SPEAKERand do whatever you want with it.
55:39SPEAKER- Right.
55:40SPEAKER- I did not realize that an ARM license
55:42SPEAKERis not anywhere near that permissive.
55:45SPEAKERYou're essentially, like you can extend the ARM designs,
55:49SPEAKERbut not that much in comparison.
55:51SPEAKERDoes that make sense?
55:52SPEAKERLike, it sounds like you're largely kind of taking the cores
55:55SPEAKERthat ARM offers with some customizations
55:57SPEAKERthat you can specify, but you can't like,
55:59SPEAKERyou cannot just take the ARM instruction set and license it
56:01SPEAKERand then make your own shift from the ground up with it.
56:03SPEAKER- No, you can do that.
56:04SPEAKERThat's what Apple did specifically.
56:06SPEAKER- Oh, okay.
56:07SPEAKERThis thing I was reading was wrong about that then.
56:10SPEAKER- Well, what you're saying is you can't license
56:14SPEAKERthe instructions for ARM and then build your own chip.
56:21SPEAKERThey'll, like a lot of businesses, if the price is right,
56:25SPEAKERyou can do the thing you're looking for, right?
56:27SPEAKER- Sure, but maybe that's like written
56:29SPEAKERinto the licensing agreement and then it costs more
56:31SPEAKERor something like that, right?
56:31SPEAKER- Right.
56:32SPEAKER- That's what I'm getting at is like,
56:34SPEAKERyou're not just gonna pay ARM a flat rate,
56:35SPEAKERtake those instructions and then go off to the races
56:37SPEAKERand do your own thing.
56:38SPEAKER- Yeah, if you license the Cortex-A9,
56:41SPEAKERyou're licensing the chunks that make up the Cortex-A9
56:44SPEAKERand then how you assemble them is up to you.
56:45SPEAKER- That's what I'm getting at is you,
56:47SPEAKERwhereas the difference is with something like a RISC-V
56:49SPEAKERor actually now MIPS, which we're getting to,
56:52SPEAKERyou can take the literal instructions
56:54SPEAKERand like build your own CPU core from the ground up
56:57SPEAKERis my understanding.
56:59SPEAKER- And that is, so I'm gonna be interested to see
57:04SPEAKERif open source projects can handle this.
57:07SPEAKERMy guess is that probably they can't.
57:10SPEAKERLike it seems like too big a thing for the typical chaos
57:13SPEAKERof an open, of a big open source project.
57:16SPEAKER- I could see that.
57:18SPEAKER- I also don't know.
57:20SPEAKER- Should we mention the MIPS stuff before we get too much?
57:22SPEAKER- Yeah, the MIPS stuff is interesting.
57:26SPEAKER- They have opened, they have open sourced
57:28SPEAKERtheir architecture, which like you said,
57:29SPEAKERhas been around since the '80s, right?
57:30SPEAKERLike MIPS, my router has a MIPS 64 CPU, for example.
57:36SPEAKER- Yeah, like a lot of networking hardware
57:39SPEAKERis powered by MIPS processors.
57:40SPEAKER- So it's really interesting, especially interesting
57:42SPEAKERin the context of my router, the edge router four,
57:44SPEAKER'cause like I SSH into it, it's just running Debian,
57:47SPEAKERbut it is a, you know, it had obviously by nature,
57:50SPEAKERit has to be a MIPS 64 compiled version of Debian.
57:54SPEAKER- Yeah.
57:55SPEAKER- So like when I'm going on, when I go on there
57:56SPEAKERand add like the app repository to look around
57:58SPEAKERfor like software to install on there,
58:00SPEAKERlike there have to be MIPS 64 compiled versions
58:03SPEAKERof those, of those, those binaries available to actually
58:06SPEAKERdo anything with them, you know what I mean?
58:09SPEAKER- It's, it's, but like, it's an interesting,
58:14SPEAKERlike it's, if you look at ARM as embedded processors,
58:17SPEAKERwhich is what we would have called these like 10 years ago,
58:20SPEAKERMIPS is the original kind of embedded processor, right?
58:23SPEAKER- Right, right.
58:24SPEAKER- But I think there was even a MIPS version
58:26SPEAKERof Windows NT up until four.
58:28SPEAKER- Sounds right, 'cause I think they were
58:30SPEAKERin workstations back then, right?
58:32SPEAKER- Yeah, they, they were, they were early risk chips
58:35SPEAKERand people were excited about them
58:36SPEAKERso they ended up in weird places.
58:38SPEAKER- So this article, this article you linked
58:40SPEAKERbasically makes it sound like MIPS has just lost
58:42SPEAKERdramatic amounts of market share to ARM over the years.
58:45SPEAKER- Well, that's the, so the challenge is that as ARM
58:47SPEAKERhas developed more performance per watt for higher end CPUs,
58:51SPEAKERfor higher end SoCs for phones, they, they still have like
58:55SPEAKERa really deep well of designs that go back, you know,
58:58SPEAKERand can scale down to less capable devices
59:01SPEAKERthat don't need, don't need the same kind of hardware.
59:04SPEAKERBut yeah, they still, they're 10 billion chips
59:06SPEAKERchipped that use MIPS, I think is what they advertise.
59:09SPEAKER- Okay, that's not exactly nothing.
59:12SPEAKER- Like a small chip manufacturer still is selling billions
59:16SPEAKERand billions of chips.
59:17SPEAKER- Okay, that's fair.
59:18SPEAKERBut the point is they have now opened their architecture.
59:21SPEAKER- Yeah.
59:22SPEAKER- Just like RISC-V except they are a commercial company
59:25SPEAKERthat has also made this open.
59:27SPEAKER- So yeah, like there are, so the takeaway on this,
59:31SPEAKERif the, if the question we're answering is,
59:33SPEAKERare there alternatives for ARM for phones?
59:35SPEAKERThe answer kind of not right now, but maybe in the future.
59:39SPEAKER- Well, they're like, they're available.
59:40SPEAKERIt's just, nobody has done the insane amount of like work
59:42SPEAKERit would take to actually implement them in that role.
59:45SPEAKER- Yeah, and in the timescale, like if we're looking at,
59:48SPEAKERyou know, two to three years to close this deal,
59:51SPEAKERis there a way, like, will there, could Apple switch
59:55SPEAKERfrom ARM to MIPS or ARM to RISC-V, five, whatever?
59:59SPEAKERRISC-V, RISC-V, could they in the time, like,
1:00:04SPEAKERI wonder if Apple would have committed to full ARM
1:00:08SPEAKERafter this deal closed.
1:00:10SPEAKERI know that's been a thing that's been obviously
1:00:12SPEAKERin the works for 10 years on their side,
1:00:14SPEAKERbut Apple and Nvidia have a kind of inimical relationship
1:00:18SPEAKERthat has not been great.
1:00:21SPEAKERAnd I'll be interested to see how they react to this.
1:00:23SPEAKER- Yes, so that was like, when you mentioned like,
1:00:25SPEAKERmaybe the ARM licensing fees are not actually that high,
1:00:27SPEAKERlike that was the exact question I wanted to address
1:00:29SPEAKERwith this was, would Apple switch?
1:00:32SPEAKERIs it worth it?
1:00:32SPEAKERLike, you know, Apple being like one of the most
1:00:35SPEAKERcash-rich companies in the world, right?
1:00:37SPEAKERIs it, and with the number of devices they sell,
1:00:39SPEAKERlike are the licensing fees on ARM just low enough
1:00:41SPEAKERthat it's not worth the investment for them to switch
1:00:43SPEAKERto a licensing-free kind of situation?
1:00:47SPEAKER- So there's multiple components.
1:00:50SPEAKEROne is that ARM has been optimized relentlessly
1:00:52SPEAKERfor the last 13 years in a way that these other
1:00:55SPEAKERarchitectures have not, but like,
1:00:57SPEAKERthey're not as fully understood.
1:00:59SPEAKERThey don't know where the slow and the fast,
1:01:01SPEAKERwhere the bottlenecks are.
1:01:02SPEAKERThey don't, like, we don't have institutional knowledge
1:01:05SPEAKERin how to design really fast, capable MIPS processors
1:01:09SPEAKERor RISC-V processors for phones and other tablets
1:01:14SPEAKERand set-top boxes.
1:01:15SPEAKER- Like, I'm just throwing this out there,
1:01:17SPEAKERbut this would probably be at least like,
1:01:19SPEAKERwhat, a decade long undertaking to implement?
1:01:22SPEAKER- Yeah, my guess is that Apple looked at the power
1:01:25SPEAKERperformance curves on ARM in like 2007,
1:01:28SPEAKERwhen they started selling iPhones and they were like,
1:01:30SPEAKERhey, you know, if this continues at this rate,
1:01:32SPEAKERthe Intel line and the ARM line are gonna cross
1:01:35SPEAKERin about 2020, 2018.
1:01:38SPEAKERAnd at that point we could start not doing Intel chips
1:01:40SPEAKERanymore if we wanted.
1:01:41SPEAKERAnd that's been the process this whole time.
1:01:43SPEAKERThat's been in the works this whole time.
1:01:44SPEAKERSo yeah, you're looking at 10 years from now,
1:01:48SPEAKERfrom the starting line to when you start seeing
1:01:51SPEAKERviable competitors shipping.
1:01:53SPEAKERAnd like everything else, you'll start seeing
1:01:55SPEAKERlike weird dev kits two or three years before
1:01:59SPEAKERthe actual viable products get done.
1:02:01SPEAKERLike, you know, if you think back to that first Chromebook
1:02:04SPEAKERIntel released, it was slow and useless.
1:02:07SPEAKERAnd then two years later, they're pretty nice
1:02:09SPEAKERand worth having.
1:02:10SPEAKER- Yeah, but some of the, just the little bit
1:02:12SPEAKERI've been reading about these open architectures,
1:02:14SPEAKERlike analysts in that space seem pretty bullish
1:02:17SPEAKERon their future though.
1:02:19SPEAKER- I would, I think that's, I think,
1:02:22SPEAKERI think anytime you get a monolithic company,
1:02:27SPEAKERlike the people will be hedging,
1:02:29SPEAKERbut we'll be investing in these as a hedge
1:02:31SPEAKERagainst NVIDIA and against NVIDIA behaving badly.
1:02:34SPEAKER- We've got one gigantic company now controlling
1:02:37SPEAKERa frightening amount of the space.
1:02:39SPEAKER- Yeah.
1:02:40SPEAKER- These are just alternatives that might become more relevant
1:02:44SPEAKERin the future. - Yeah.
1:02:45SPEAKERSo that's, I guess that's it.
1:02:47SPEAKER- Yeah, it's a fascinating topic.
1:02:48SPEAKERIt's like, we're obviously not,
1:02:50SPEAKERneither hardware designers nor programmers.
1:02:52SPEAKERIt's like pretty-- - Nor analysts, frankly.
1:02:54SPEAKER- Heady stuff here.
1:02:55SPEAKERAnd we're just kind of trying to make sense of it
1:02:57SPEAKERas best we can, but I think it's fascinating.
1:02:59SPEAKER- Look, man, it's a confusing world.
1:03:01SPEAKERWe just want to figure out what's going on out there.
1:03:03SPEAKER- Yeah.
1:03:06SPEAKER- We've reached the portion of the show
1:03:07SPEAKERwhere we thank our patrons.
1:03:09SPEAKER- Yeah.
1:03:10SPEAKER- The currently 1,090 people.
1:03:13SPEAKER- Jeez.
1:03:14SPEAKER- Like what we do enough to give us money
1:03:17SPEAKERor want to get access to the Discord or want to hear
1:03:19SPEAKERthe patron exclusive episode every month.
1:03:21SPEAKER- Yes, yes.
1:03:22SPEAKEROr just want us to continue to continue to keep doing this.
1:03:25SPEAKER- Yeah, you can find out how to support the Patreon
1:03:28SPEAKERat patreon.com/techpod.
1:03:32SPEAKERNext week is our email episode.
1:03:33SPEAKER- Is it?
1:03:34SPEAKER- Yeah.
1:03:35SPEAKER- Okay, that's good.
1:03:36SPEAKERThat means I've got one more episodes worth of buffer
1:03:39SPEAKERbefore I have to finish that book.
1:03:41SPEAKER- Yeah. - Okay.
1:03:42SPEAKER- Yeah, you've got two weeks, maybe three,
1:03:44SPEAKERdepending on whether we do.
1:03:45SPEAKERIt's good to know what kind of timeframe
1:03:47SPEAKERyou're working with.
1:03:48SPEAKER- Look, just Sunday afternoon, Brad.
1:03:50SPEAKER- Yeah, yeah, just need to find a sunbeam
1:03:52SPEAKERand kind of relax in it.
1:03:55SPEAKER- But yeah, so we're gonna, I'll open up
1:03:57SPEAKERa Hitchhiker's Guide to the Galaxy channel
1:04:00SPEAKERin the Discord this week.
1:04:01SPEAKERSo if patrons want to discuss it,
1:04:03SPEAKERthen they will be able to.
1:04:06SPEAKERWe've had a lot of, as always, lovely conversations.
1:04:09SPEAKERI learn something new every time I dip into the Discord.
1:04:13SPEAKERAnd I learned about panorama stitching of,
1:04:20SPEAKERhow photography on Mars works the other day,
1:04:23SPEAKERwhich was amazing.
1:04:26SPEAKERJust talking about how the panorama stitched
1:04:28SPEAKERand how you do self-inspections of the wheels
1:04:30SPEAKERand the rover and all that stuff.
1:04:32SPEAKERIt was awesome, super cool.
1:04:33SPEAKER- We have someone there who works on it.
1:04:35SPEAKER- Yeah, yeah.
1:04:38SPEAKERSo if you want to find out more
1:04:41SPEAKERabout how to join the Patreon or back the show,
1:04:43SPEAKERit's two bucks to get access to the Discord,
1:04:45SPEAKERand you can find out about that at patreon.com/techpod.
1:04:50SPEAKERAs always, thank you to our executive producer-level patrons,
1:04:53SPEAKERAndrew Cotton, David Allen, and Jacob Chappell.
1:04:56SPEAKER- Yes, thank you so much.
1:04:57SPEAKER- And everybody who supports the show.
1:04:58SPEAKER- Yes, thank you, everyone.
1:04:59SPEAKER- And if you can't support the show financially,
1:05:02SPEAKERtell your friends.
1:05:02SPEAKERWe had so many good tweets last week,
1:05:04SPEAKERI had to stop retweeting them all
1:05:07SPEAKERbecause I didn't want to be spammy.
1:05:09SPEAKERBut we appreciate you.
1:05:11SPEAKER- Friendly and flattering tweets out there.
1:05:13SPEAKERI should, maybe I should start using Twitter again.
1:05:15SPEAKERI don't know.
1:05:16SPEAKER- Look, Brad, let's not get crazy here.
1:05:18SPEAKER- I don't know, man.
1:05:20SPEAKER- You know what?
1:05:23SPEAKERI have found the secret to no bummer Twitter.
1:05:25SPEAKER- Yeah?
1:05:26SPEAKER- Well, it's not no bummer, it's mostly no bummer Twitter.
1:05:29SPEAKER(laughing)
1:05:30SPEAKER- Speaking of hedging. - You turn off free tweets.
1:05:32SPEAKER- Okay.
1:05:33SPEAKER- And you do that by just going to twitter.com
1:05:35SPEAKERand typing in the mute filters area.
1:05:38SPEAKERYou do a keyword mute for RT colon,
1:05:41SPEAKERand then they go away forever.
1:05:42SPEAKER- I was going to say,
1:05:43SPEAKERI was surprised that they built that functionality in,
1:05:45SPEAKERbut it sounds like they didn't.
1:05:46SPEAKER- Oh, they don't.
1:05:47SPEAKER- They didn't, but you figured it out.
1:05:48SPEAKER- I told a Twitter engineer
1:05:49SPEAKERthat you could do this the other day by accident
1:05:51SPEAKERor an ex Twitter engineer that you could do this
1:05:53SPEAKERand I might've fucked us, but I apologize if I did.
1:05:59SPEAKERAnd then also if you filter out HTTPS colon slash slash,
1:06:03SPEAKERyou'll get rid of almost all the links.
1:06:05SPEAKERI think images still come through,
1:06:07SPEAKERbut it's nobody promoting bullshit,
1:06:09SPEAKERwhich I realized is a little bit hypocritical
1:06:10SPEAKERon my part, but whatever.
1:06:12SPEAKERAnd yeah, because the thing is people see something
1:06:16SPEAKERthat they feel like, oh man, this is important,
1:06:17SPEAKERbut I don't want to talk about this.
1:06:18SPEAKERIt's a huge bummer.
1:06:19SPEAKERI'll just smash the retweet button.
1:06:21SPEAKERI've done my job.
1:06:22SPEAKERAnd then it's just,
1:06:23SPEAKEReverybody's just retweeting shit that bums them out.
1:06:27SPEAKERSo yeah, anyway, Twitter's bad, but the tech pod is good.
1:06:31SPEAKERSo thank you all for supporting us.
1:06:33SPEAKERWe appreciate it.
1:06:34SPEAKER- We are a better Twitter.
1:06:35SPEAKER- Yes.
1:06:36SPEAKERWell, but the thing is the discord is the thing,
1:06:39SPEAKERlike I get out of the discord now,
1:06:42SPEAKERwhat I used to get out of Twitter
1:06:44SPEAKERwhen Twitter was good in like 2008,
1:06:46SPEAKERand it was just me goofing with my friends.
1:06:47SPEAKER- And in 2008, I was getting out of Twitter
1:06:49SPEAKERwhat I previously got out of IRC.
1:06:51SPEAKERSo like, whatever, this is a whole episode topic,
1:06:55SPEAKERbut I think the internet is undertaking a process
1:06:59SPEAKERof wrapping back around to smaller,
1:07:01SPEAKERmore enclosed communities again, perhaps.
1:07:03SPEAKER- Hold on, where did you get out of,
1:07:06SPEAKERwhat did you get out of IRC?
1:07:08SPEAKERDid we replace human contact with IRC in the 90s?
1:07:11SPEAKERIs that what happened?
1:07:12SPEAKER- I mean, that's very presumptuous of you to think
1:07:13SPEAKERthat I had human contact in the first place.
1:07:15SPEAKER(laughing)
1:07:19SPEAKERLook, there were not a lot of people importing
1:07:22SPEAKERweird Japanese PlayStation games
1:07:24SPEAKERin my little hodunk rural town.
1:07:26SPEAKER- That's the reason you were the anime editor,
1:07:28SPEAKERI guess, for so long.
1:07:29SPEAKER- I had to go far afield.
1:07:31SPEAKER- Fair.
1:07:32SPEAKER- To find like minds, let's say.
1:07:34SPEAKER- Fair.
1:07:36SPEAKEROkay, well, we'll see you next week.
1:07:37SPEAKERIf you have questions, send them into techpod@content.town.
1:07:40SPEAKERWe're doing questions next week,
1:07:41SPEAKERso please send us some good ones,
1:07:43SPEAKERand we will see you all next time.
1:07:46SPEAKERBye, everybody.
1:07:46SPEAKER(upbeat music)