David Pierce

And it's like, hey, guys, I don't know if you know this.

People really like your graphics cards.

That's actually one of the things a lot of people are attempting to buy from you right now.

They cost a billion dollars and no one can get any.

But this is like a core competency of this company.

And this is what I keep thinking about is like...

If NVIDIA had just come out and said, we are releasing essentially the full hardware stack to make the greatest gaming laptops you've ever seen in your entire life, that would make perfect sense to me, right?

But there's just these little pieces of things missing that it's where the strategy starts to fall off for me.

What do you make of the fact that you can't attach this thing to something like a discrete GPU, which is what a vast number of NVIDIA fans want to do?

That's fair.

Yeah.

And I guess it does make sense if you're trying to make this sort of mainstream play.

Doing the best you can is within the one chip is probably the correct answer.

Like, I guess we have to give NVIDIA a chance to release more than one of these things.

One of the things I think is most interesting here is that NVIDIA announced most of the PC industry as its partners.

And not only that, they didn't, like every time Qualcomm does one of these, they put up the slide and they're like, we're working with these 11 companies.

And you're like, what are they working on?

And they're like, we'll never tell.

And...

But not only did NVIDIA launch this with a bunch of big name launch partners, Lenovo and HP and Dell and Asus and kind of all the companies you would want if you're trying to make a real mainstream laptop play.