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Joined 2 years ago
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Cake day: July 11th, 2023

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  • This is an interesting development, for sure - and not one we will be able to accurately gauge the net impact of for a while.

    It does feel like CD Project want to move it off their financial documents (P&L, cashflow, balance sheets etc.), while Michael wants to double-down and focus on building out the historical catalog.

    Success will really depend on if GOG can remain profitable through lean years without having to ultimately rely on compromising their morals; and whether they will continue to receive support from modern publishers to help fund the more niche projects.




  • The only franchises I will pre-order are:

    • World of Warcraft Collector’s Editions : even though I stopped playing a few years ago now, I still buy the physical copy collector’s editions to add to my collection - I have every one going all the way back to vanilla.

    • Grand Theft Auto 6 : I have both the PS3 Collector’s Editions for IV and V, feels like getting the same for 6 to finish off that ‘trilogy’ would be apropos.




  • Unironically, you’re missing out.

    Android Auto and Apple CarPlay are both just ways to project the smartphone already in your pocket onto an additional screen (like plugging a second monitor to your laptop or PC).

    Manufacturers like GM and Tesla hate it because it stops your data from being readily collected and stored with the purpose of building up a profile of ‘you’ that they can then sell to advertisers and insurance companies.

    Now if only manufacturers had the good sense to keep things like climate control as physical switches - that’s my own personal bugbear. 🤬










  • The principal of supply and demand still applies, they will cut prices up until the point they either go out of business or they find a sufficient number of buyers.

    Companies like Nvidia, Micron and Samsung are currently chasing massive profits off enterprise customers, but will come crawling back to consumers once the AI bubble bursts (assuming they survive the resulting market collapse).

    As an example, if Nvidia can turn one TSMC wafter into one AI accelerator that they can sell for $40K, or into ~5 RTX 5090s they can sell for $2K/ea - they will sell as many of the $40K cards as they can, and only use failed wafers to try and satiate RTX 5090 demand.

    But if there are no more AI customers, they will be forced to drop prices in order to shift more volume. If they can’t drop prices further due to wafer costs, then they will pass up wafer allocations from TSMC.

    If TSMC sees too many wafers free up - they will be forced to drop prices to all customers (AMD, Apple etc.) to try and pick up the slack. They in turn will need to drop prices in order to try and increase sales volumes.

    This will have a downwards pressure on prices and a “return to the mean” moment for tech prices. It will just be a painful couple of years until we get to that point, and honestly with the way things are currently going - it will be the least of our worries.