Exactly the story for me! I knew they were adding ads just to be annoying, to drive premium subscription. I held out from spite for years, but finally realized the only thing I actually watch or listen to is RUclips. From that perspective, $15/month was a steal to save all that ad time Great business lesson for how to drive monetization of something that's was once free
@ guru47pi I don’t pay for premium but has there been talk of them porducing ads on premium customers? I ask because years ago hulu was free with ads but you could pay monthly to watch without, then they pushed ads on paid customers and offered another service to get around it, and I think now there’s ads at every subscription level
Thanks for an especially great episode. A HUGE thanks to Ed for his commitment made last week to keep the channel free from any distractions from POTUS Elect. It is so much appreciated.
Great episode. Though for discussions on chips I would highly recommend bringing on someone like Dylan Patel from SemiAnalysis who are great journalists for the new era of chips & AI
Son has been a Nvidia customer for a over a decade. He was so impressed with his latest graphics card upgrade. Raved about how quick and seemless his new card install was. "You get what you pay for".
I’ve worked in the semiconductor industry in Silicon Valley for 40 years. My advice to young people is run in the opposite direction. It is a ruthless, brutal industry in which there is no distinction between human capital and excess inventory. It’s a cyclical industry with rapid hiring and rapid firing. Massive consolidation has eliminated most paths for career growth and created an intense focus on cutting costs. That’s what drove the growth of TSMC. That means five years from now when new college grads arrive with new information in their head, you are identified as expensive and obsolete. If you like playing in casinos, well then maybe it’s for you. But the casino always wins.
I agree with this 100%. I experienced the same in data storage tech 20 years ago. It was fun on the way up…but the fall was spectacular. I survived 12 layoffs in 9 years. I finally moved to a private family owned tech company and have been in a fun stable job for the last 20 years. Love my job. Private is the way to go if you can avoid private equity which attempts to destroy everything good about a company.
@@jannichi6431 I’ve always viewed it as MY RESPONSIBILITY to ensure my employability. If you think your HR department cares about your career…you will be greatly disappointed. And most big companies have tuition reimbursement programs. Take advantage! My tech company paid for my MBA 100%. Then they laid me off…but the MBA came with me and helped me land the next great job. Education pays.
Patrick is a great guest. He gave a great overview and insight of the semico industry. Please consider having Richard Windsor from Radio Free Mobile. He's got interesting takes on AI, the metaverse, mobile, etc.
@@HKS-Digital Well convince me then... what's so great about him? He sounds like every other run of the mill generally left leaning idealogue who supports less unfettered capitalism and more social programs and state interference in the markets... how is that any more unique than anyone else on the side? Is it just his 'story' about how he came about/became famous with his whole "betting financially on the rich getting richer" to become "rich"? Or something more meaningful?
@@JohnDorian-j7x if that's your take on him then imho you completely missed the mark on what he is actually about. Nothing I say will change that, I would just recommend actually listening to some of his own videos and not external interviews.
I feel like patrick dumbed it down a bit too much for the audience. The intel story isn't exactly that they were late to adopt EUV (although they were). It's that they outgrew their supply chain and EUV wasn't ready for them in the timeline in which they needed to keep manufacturing leadership, so they made bets on multi-patterning with DUV and it ended up being a quagmire. And as mentioned, they missed pivoting away from the IDM model to an open foundry model because they misidentified manufacturing prowess as a moat rather than a correlated risk to the business.
Your Intel explanation is probably the best one I have read in these public forums so far. Intel has always thought it was smarter than the rest and never pivoted when necessary. You have to be the largest startup to survive.
How can he say that Intel is woefully undervalued when its P/E ratio is over 100. Seems to be more expensive than NVIDIA. What metric is he using to determine it’s undervalued?
Ed's idea about a premium Only Fans is brilliant plot line for Playboy. Way to go Ed. I'm old, but the world still needs some better quality porn. Plus, chase the Men's Journal and 'Still a Jock' crowd with fashion, diet, and tech. It's expensive to create great content, but they might still capitalize on their iconic brand if they can deliver. I don't know Cooper's credentials, but if he's up to it, I think there's a market. And then there' AI porn............
Sometimes the "big vision" is actually a silly idea. Bezos underestimating the challenges of brick and mortar retail, or profitable retail in general. Musk diving into the deep end of auto manufacturing without floaties!!! Maybe the only reason Apple and Microsoft are what they are is because they are not legacy commerce. Even if Bezos drives every other retailer out of business it's through hostile market action and subsidy... it's not like he won a single customer by providing superior products or services. (Re-shoring sweat shops and relying on contract labor and tax payer supported infrastructure is also very weasly.)
i disagree. I think PLAYBOY as a brand as a lot of potential and would be an investor. I like casino/restaurant opportunities. A cooler OnlyFans is definitely possible, maybe streetwear fashion too.
Patrick is very sharp and great to work with as a consultant.
Solid episode. Good to hear a detailed overview of the chip market and the future growth. I will keep listening.
RUclips's success has everything to do with people's hatred of ads.
Exactly the story for me! I knew they were adding ads just to be annoying, to drive premium subscription. I held out from spite for years, but finally realized the only thing I actually watch or listen to is RUclips. From that perspective, $15/month was a steal to save all that ad time
Great business lesson for how to drive monetization of something that's was once free
@ guru47pi I don’t pay for premium but has there been talk of them porducing ads on premium customers? I ask because years ago hulu was free with ads but you could pay monthly to watch without, then they pushed ads on paid customers and offered another service to get around it, and I think now there’s ads at every subscription level
Scale of its business and reach is also bonkers. The quantity, quality, and diversity of content created hourly, daily, weekly…….is bonkers.
Thanks for an especially great episode.
A HUGE thanks to Ed for his commitment made last week to keep the channel free from any distractions from POTUS Elect. It is so much appreciated.
Great episode. Though for discussions on chips I would highly recommend bringing on someone like Dylan Patel from SemiAnalysis who are great journalists for the new era of chips & AI
Absolutely wonderful interview, learned a lot.
Son has been a Nvidia customer for a over a decade. He was so impressed with his latest graphics card upgrade. Raved about how quick and seemless his new card install was. "You get what you pay for".
Great idea getting this expert on! Do more of this please for other industries- that’d be super interesting!
I’ve worked in the semiconductor industry in Silicon Valley for 40 years. My advice to young people is run in the opposite direction. It is a ruthless, brutal industry in which there is no distinction between human capital and excess inventory. It’s a cyclical industry with rapid hiring and rapid firing. Massive consolidation has eliminated most paths for career growth and created an intense focus on cutting costs. That’s what drove the growth of TSMC. That means five years from now when new college grads arrive with new information in their head, you are identified as expensive and obsolete. If you like playing in casinos, well then maybe it’s for you. But the casino always wins.
I agree with this 100%. I experienced the same in data storage tech 20 years ago. It was fun on the way up…but the fall was spectacular. I survived 12 layoffs in 9 years. I finally moved to a private family owned tech company and have been in a fun stable job for the last 20 years. Love my job. Private is the way to go if you can avoid private equity which attempts to destroy everything good about a company.
Software companies are not reinvesting in their employees. Constant retraining is required.
@@jannichi6431 I’ve always viewed it as MY RESPONSIBILITY to ensure my employability. If you think your HR department cares about your career…you will be greatly disappointed. And most big companies have tuition reimbursement programs. Take advantage! My tech company paid for my MBA 100%. Then they laid me off…but the MBA came with me and helped me land the next great job. Education pays.
You could say that for every industry. Fun fact, in Germany they tax y so much from y income that y start always at Square Zero after lay off 😂
Moorhead has to be favorite guest, especially in the AI transformation. Could listen to him for days.
Patrick was great! 👍
THISIS NEXT LEVEL content!
Thanks again Scott & Ed...
Loved it !!!
Patrick is a great guest. He gave a great overview and insight of the semico industry. Please consider having Richard Windsor from Radio Free Mobile. He's got interesting takes on AI, the metaverse, mobile, etc.
A good example of a company that put profits and shareholder's interest first is The Boeing Company.
THANK YOU Ed for regulating Scott...😅
EXCELLENT show gentlemen. Thanks
Wonderful interview, PG Media! This OG learned a lot in a very short time! Thank you!
Official vote for prof G markets live in San Diego
Please consider having Beth Kindig from IO Fund on the show regarding all things tech/chip industry. Incredibly knowledgeable
Prof G on tour!!! YES
Prof G Tour - 2025 (LETS GO!)
Just love the content of this show, and glad it’s not huge (yet)
Day 38: Please bring on Gary Stevenson (Garys Economics)! Thanks!
he's really not that great, lol
I agree to disagree on that point.
@@HKS-Digital Well convince me then... what's so great about him? He sounds like every other run of the mill generally left leaning idealogue who supports less unfettered capitalism and more social programs and state interference in the markets... how is that any more unique than anyone else on the side? Is it just his 'story' about how he came about/became famous with his whole "betting financially on the rich getting richer" to become "rich"? Or something more meaningful?
@@JohnDorian-j7x if that's your take on him then imho you completely missed the mark on what he is actually about. Nothing I say will change that, I would just recommend actually listening to some of his own videos and not external interviews.
@@HKS-Digital Well, you can guarantee I wont change my mind if you don't even bother to try. Like I said, I'm open to change my opinion
DELL, AMD and T.I. old school here today...still. Thanks for reminding me of storage.
I feel like patrick dumbed it down a bit too much for the audience. The intel story isn't exactly that they were late to adopt EUV (although they were). It's that they outgrew their supply chain and EUV wasn't ready for them in the timeline in which they needed to keep manufacturing leadership, so they made bets on multi-patterning with DUV and it ended up being a quagmire. And as mentioned, they missed pivoting away from the IDM model to an open foundry model because they misidentified manufacturing prowess as a moat rather than a correlated risk to the business.
Your Intel explanation is probably the best one I have read in these public forums so far. Intel has always thought it was smarter than the rest and never pivoted when necessary. You have to be the largest startup to survive.
So much storytelling!
Too bad you guys did the show before TSLA earnings. Would have loved to hear some more brilliant takes!
Scott is freakin' hilarious man 😂😂😂😂😂
23:40
Two CEOs was BRIAN Krzanich not "Scott"
It’s besides the point he has the main idea correct
I think Playboy should be more like a talent agency or something. The girls it ran were usually models...
Great suggestions by Prof the Man. Licence clubs. Going to the Penthouse top floor was so special in Chicago.
this guy knows what he is talking about...
No mention of Groq ? Best LLM inference chip maker. Super fast
my day is made
2:05 Ed is blushing I think you read his male… I mean, mail. 😂
nvda & jensen: 📈🐐
Couldn't have a better CEO than Huang. GOAT.
Please come to Seattle!
39:40 YAY Ed finally figured out what ASML actually does! Lol…😂
1:47 How often does this happen because Scott stays bringing it up 😂
Ed goes, I go
Tone down the reverb on Ed's mic
Maybe apple should apply the original Apple Music model to the streaming video business.
How can he say that Intel is woefully undervalued when its P/E ratio is over 100. Seems to be more expensive than NVIDIA. What metric is he using to determine it’s undervalued?
Would have liked to hear more about the impact of CHIPS and Science Act. Hundreds of billions of dollars over ten years.
Why but Intel?
Day 1 of asking Prof G and co for the name of the instrumental playing at the start of the headlines
Ed's idea about a premium Only Fans is brilliant plot line for Playboy. Way to go Ed. I'm old, but the world still needs some better quality porn. Plus, chase the Men's Journal and 'Still a Jock' crowd with fashion, diet, and tech. It's expensive to create great content, but they might still capitalize on their iconic brand if they can deliver. I don't know Cooper's credentials, but if he's up to it, I think there's a market. And then there' AI porn............
35:40 Marvel and Broadcom
2 videos in a week?
They’ve been doing two for a few months 😂
the playboy big was rejected i fear, i know these are prerecorded so theres no way they couldve known
The absolutely hilarious thing is Jensen Huang net worth is higher than Intel's market capitalization 😂🤦
Intel is too big to fail, I just bought some.. hoping for a buyout.
Playboy is about as relevant as Members Only jackets
Sometimes the "big vision" is actually a silly idea. Bezos underestimating the challenges of brick and mortar retail, or profitable retail in general.
Musk diving into the deep end of auto manufacturing without floaties!!!
Maybe the only reason Apple and Microsoft are what they are is because they are not legacy commerce.
Even if Bezos drives every other retailer out of business it's through hostile market action and subsidy... it's not like he won a single customer by providing superior products or services. (Re-shoring sweat shops and relying on contract labor and tax payer supported infrastructure is also very weasly.)
P Diddy as next Disney CEO??? He can run it from jail! You probably won't even have to pay him
i disagree. I think PLAYBOY as a brand as a lot of potential and would be an investor. I like casino/restaurant opportunities. A cooler OnlyFans is definitely possible, maybe streetwear fashion too.
I wouldn't grab Ted at Netflix. He hasn't proven he can run a company that needs to be turned around.
Second joke was better
he didn't sell it at $8, lol.
Glad I could STILL recognize every acronym spoken by Moorhead! Only Trump's the idiot. Drill Baby Drill and "INSERT CHIP". Elonia can do that too.
Glad I could STILL recognize every acronym spoken by Moorhead! Only Trump's the idiot.
I think Scott didn't understand Nvidia and what makes them so unique and special.
First
Maybe it was better when women were striving to become Playboy Playmates rather than striving to become successful on Onlyfans.