Nilay Patel

We've seen game studios rocked by AI.

That's a pretty big disconnect.

Even, I think, in the announcement of the CS tagline,

Razor at CS, which is AI is the future of gaming.

I looked at the Instagram comments.

If you're listening to the gamers, you'd be like, well, we're done with this.

How are you reconciling that gap?

I want to poke on that a little bit harder, but let me just ask you, is Razer feeling the RAM crunch and the GPU crunch like everybody else?

Oh, yes.

Yeah, absolutely.

And because you make laptops and things like that.

How badly has that affected you?

Yeah.

Do you think you'll be able to pick a number and be confident in that number by the time that laptops have to come out?

Yeah.

It is bad right now.

You have competitors in the PC industry, like Apple and Microsoft and others.

They can move their margins around, right?

They have services business and stuff that attach to these laptops.

Maybe they'll take a hit on the RAM because you're going to have to pay for iCloud for the rest of your life or whatever it is you're going to do.