Steve Burke
speaker
449 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Steve Burke’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
But against them,
if they've got 64 gigabytes of memory because that's just one part of the the total bomb for a laptop they sell they might rather sell two people two laptops at 32 gigabytes right where they can get the markup on the whole thing right rather than one guy a 64 gigabyte laptop where they're only marking it up whatever the hopefully whatever the difference in the memory is
Lenovo itself.
Funny enough that I was using them in this example, just like two weeks ago at ISC said that prices will probably the word they used was never come back down to what they were last year.
And so, yeah, I think they're truly evil era.
And they've been enacted.
The DOJ itself busted these same companies in the early 2000s.
And I think also there's probably incentive to... If you're...
no administration of any party wants the economy to fail on their watch and i think if you're worried about a bubble pop and especially if maybe spooking investors with the doj investigation or something might you know trigger part of that i don't know it just seems like you wouldn't be incentivized to not probe too much
Yeah, I think it will.
For some things that can migrate more to software as a service and hardware as a service, I think there's an endgame there for some of these companies where... Tell me more.
I think if it's, okay, we crushed demand for the gaming GPUs market because filthy, poor, casual gamers can't afford our big, strong GPUs that we need for data centers...
You know, I think if you crush that market, there is potentially an out in the form of cloud gaming or maybe a better example.
We don't have latency as an issue would just be if you as a company, if you're worried about consumers getting systems that are powerful in their hands and doing using LLMs at home or whatever.
Yeah.
if that is suddenly out of reach because the memory is too expensive and the GPUs are too expensive, all right, I guess they come crawling back to Claude or chat GPT.
So I do think not everyone's going to be able to grab that parachute, but I think that...
Moving services to cloud-oriented services that you pay for every month is a way that they can capture the people, which is going to be most of them at some point, who can't afford to actually own the full device to do stuff locally.
But cloud gaming sucks!
Cloud gaming sucks, but also I don't think that's the only...
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