onceofguysJaceysentheretotakeyouon a rideofmypredictionsonwhattoexpectthroughtherestof 2020 whenitcomestonewproductlaunchesand I'm proudtosaynotproud, buthappytosaythat I was a bitwronginmypreviousvideo, predictingthatpeopleweregonnaberunningoutandbuyingeverythingthattheycouldbecausemanufacturinginChinahadhalted.
Well, Chinaactuallydid a prettygoodjobofgettingthingsrampbackupquicklywithverylittleinterruptionintermsofsupplychain.
Andsowithitprobablycamequite a reshufflingoftheinternaltimelineandschedulewhenitcomestolaunchesforthesenewproducts, because 2020 wasgonnabe a pivotalyear, probablythebestyearforPCenthusiasts.
So, uh, I thinkit's highlyprobablethatwemaynotseeanythingfromNVIDIAregardingnewgraphicscardsuntiltheendofthisyearattheearliest.
I don't thinkthatthey'regonnahitchthemselvesontoanotherconference, I think, withhowmuchthingswerekindofupintheairrightnowandwiththeglobalsituationgoingonbeingunprecedented, somethingwe'veneverseentothisscale, atleastinourmodernsociety, we I don't knowwhat's gonnahappeninthefutureandpotentialcancellationsagain.
So I suspecttherewillprobablybe a conferenceorsomethingheldattheirSiliconValleycampuswiththeirownemployees, fillingtheaudience, doingallthecheeringandstuffwhileJensengoesupthereanddoes a keynotetoanInternetaudienceonly I have a feelingthatthat's whatwemightseeiftravelrestrictionsandseparateoutinplaceatthetime.
Buthave a hardtimekindofseeinginvideodoingsomesortofanoffsideeventthisyear.
Butasfortimeline, I thinkit'llbethisyear, but I don't thinkwe'regoingtoseeituntil Q three Q fouratthesoonest.
Soifyou'rewaitingforthenewgraphicscardandyou'reholdingontosomethingreallyold, probablywaiting a bitlongerunlessyou'rereadyforAndy, whichagainhelpintheair.
Wehavenoideawhat's happeningwithBigNah, V.
I doexpectbigNavajotocomeoutsoonerthaninvideo.
Invidiousgraphicscard.
I have a feeling, andvideowouldwanttodo a counterpunchto a M D.
Becauseinvideo, unfortunately, unfortunatefor M.
Dehasalwaysbeen a generationortwoaheadof a MD, MD.
Letmebackup a secondherearoundwhencompetencewouldhavebeenbecausecompetitionthisyearwasalsopushedtotheendofSeptember.
Sowithoutbeingpushed, I'm notconvinced a lotofthiscosthey'regonnawanttheirreleasespushedwithit.
Now I am d couldprobablybearitandbefinewithit, but I thinkwithhowmuchpeoplearewaitingforbignah V, I have a feelingtheymighttryanddotheirteasorkeynotesandstuffsooner.
Andthenwemightsee a physicallaunchatcomprotectswhat I meanbythat.
A M D isnotoriousforstretchingalongthelaunchaslongastheypossiblycan.
Being a concurrentlunchseemsveryunlikelyfromthem, especiallysincewe'vealreadyseenthelauncheshere, whichwasveryquickandvery, um, unfanciedair.
And I guessthatmakessense, consideringthefactthattherewasnotherewerenoshowsoranythingtoreallyhitchitontothe 4000 seriousGPRseepewsbeingputintothelatestJinlaptops.
And I thinkwe'llseetheverysamethinghappenwhenitcomestoseepewsOCPuse.
I believethere's goingtobe a firststrikefromIntel.
A M D isnotitsownmanufacture.
Ittakes a MDmuchmoretimetomanufacturetheirsipuesbecausetheyhavetouse 1/3 party.
Andthatthirdpartyisalsomanufacturing a massiveamountofamountofelectronicsforothercompanies, notjust a ND, whereasIntelisitsownmanufacturers, sointelcansortofpivotandmoveveryquicklywhenit's finallytimetolaunchit.
Whichiskindofironic, giventhefactthatwe'llhavetakenInteltheamountoftimeittookaim D tocreatetwofamiliesofSipuesthioeventeasethereresponsetothe 3000 Siri's.
So, yeah, intel.
Um, definitelytimetogetupoffyourbutt.
And I thinkthey'regonnadothatthisyear.
We'reprobablyknewchipsetwereinSenoussiviews.
Um, allnewfamilyofstuff.
I thinkwe'regoingtoseemoremainstreamcorescrammedintowhatever.
I don't thinkit's a newsocket.
I don't nothingaboutit, though, Sowe'llseeonthetimelineforfortheIntelthing.
I suspectaroundthetimethatcomputationwouldhavebeenheldbecause I feellike a lotofthesebrandswereprobablyprimeingstufftogetreadyforcomputations.
I believethattobethetimelineforIntel, and I I kindoffeellike a MDwillbe.
I wanttosayrightafterthat, but I feellikeMDwillgetwordofIntel's launchscheduleandthenthey'lltryanddothethingMDdoes, whichisbringeveryone's attentiontothembytryingtobeatthemby a day.
Sosomethingstupidlikethat.
Butwhatever, um, I digresswhenitcomestobuyingstuff.
Rightnow, though, there's onlyone.
There's onlyonething I wouldwarnyouifyou'rewaitingforthenewproducts.
Andthenyougo, Well, I don't wanttoplaythisgamewhere I'vegot a click, notifyandbenotifiedwhenit's instockandthentakepotentiallymonthstofinallygetonebecausetheykeepgettingboughtupinstantaneously.
Yougo.
I'm justgonnabuytheoldone.
Thenyoustartrealizingthere's a shortageontheoldstuff, too, becauseoncethenewstuffhasbeenannounced, thatmeansmanufacturing.
Theoldstuffwasover a longtimeagoandallthenewstuffhasalreadybeenrampedup.
Sowhatyou'reseeingisnothingbut a surpluswhenitcomestotheproductivityoftheoldproduct.
Soyou'reprobablygonnafindyourselfinthesameboatwhereeveryoneelseis, likeFine, I'm justgonnabuythis 28 e t I, and I'llbefinewiththatsoyoumightendupleftout.
I thinkit's onlygonnagetmoreandmorepopularandmainstream, especiallyascelebritiesstartjumpingontothisbandwagon, realizingtoday's youthandyoungpeoplearewatchingselfmadestreamersandYouTubersandnotthemonTVanymore.
Celebritiesdefinitelyhavebeentryingtogetmoreinvolvedwiththissothattheycouldbelike a We'restilloverhereandwe'restillfamous.
So I feellikeit's oneofthosethingswhere, withthepopularityofit, it's onlygoingtogetmoredifficulttogetpartsatlaunchaswemoveforwardthroughtheprogressionofwhateverPCpopcultureendsupbeinginthenext 5 to 10 years.
Firstofall, whoyouthink's gonnabethefirstcompanytowlaunchsomethingin 2020 ofthebigthree, Um, theirlaptopsasidebecause I alreadyknow a m d wasfirstontheIntelrespondents.
onceofguysJaceysentheretotakeyouon a rideofmypredictionsonwhattoexpectthroughtherestof 2020 whenitcomestonewproductlaunchesand I'm proudtosaynotproud, buthappytosaythat I was a bitwronginmypreviousvideo, predictingthatpeopleweregonnaberunningoutandbuyingeverythingthattheycouldbecausemanufacturinginChinahadhalted.
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