JayP24 🎮
2.7K posts
JayP24 🎮
@JayPeeGR
The P isn't silent. Just like my Metal Gear runs. LSE | ex-Revolut
Athens, Greece Katılım Şubat 2014
2.6K Takip Edilen642 Takipçiler
On the one hand, tariffs and the global economy are making prices go up for everything
On the other hand, who the hell in heaven and earth would buy one of these in 2026
CharlieIntel@charlieINTEL
PlayStation is increasing the price of the PS5
English
got good health news today. post op is looking great, and i plan to stick around for a while. it’s thanks to everyone’s support that i can do this. i can’t even begin to express my gratitude.
here’s a vending machine for what i hoped was generic snacks but its just scrubs
English
JayP24 🎮 retweetledi
Έχω βαρεθεί να έχω δίκιο.
JayP24 🎮@JayPeeGR
Συγχαρητήρια στη Snappi για το launch. Εκτιμώ πως σε 18 μήνες θα έχει εγκαταλειφθεί το project αλλά για να δούμε.
Ελληνικά
@RihardJarc True.
But also I think the moment Nvidia trades margins for market share, everyone else is kinda toast.
It's a balancing act.
English
$AMD and $META just announced a strategic partnership to deploy 6GW of $AMD GPUs.
Some people still don't get it when they were cheering about the $NVDA- $META partnership expansion last week, claiming that this shows that $NVDA is the only compute option.
No AI research lab wants to be exclusive to $NVDA, no one, because the risk is just too high.
Every research lab is expanding its compute stack to include $NVDA, $AMD, as well as ASICs such as TPU and Tranium. No one wants to be locked into one vendor and the $NVDA 75% tax.
The real power in the supply chain has shifted to fabs, advanced packaging, and the memory providers.
English
@oliver_drk I am not a fan of Xbox, but the industry is in dire need of fresh perspectives and risk-taking.
English
Nintendo boss Shuntaro Furukawa, +30 years at company, "numbers guy", background in accounting
PlayStation boss Hideaki Nishino, +25 years at company, "hardware guy", background in technology
Xbox boss Asha Sharma, 2 years at company, "AI enthusiast", background in marketing
English
@munster_gene I think the main Qs are:
1. Whether input costs are eroding margins.
2. Whether TPU/Trainium can erode market share/pricing power.
3. If VR or other chips can definitively reestablish Nvidia's efficiency dominance in inference.
English
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027?
My take: Growth in CY27 will be closer to 40% vs. the Street at 28%.
Here's my preview:
genemunster.com/nvidia-preview…
English
A really cool detail that you notice only if you're an F1, marketing & Revolut nerd:
Last week, Audi came to Bahrain with a new sidepod design that distorted the Revolut logo.
This week, the sidepods are the same but the livery has been changed to address the logo issue.
English
Two things can be true:
1. Live service hits can drive ROI well in excess of any SP game.
2. SP-centric studios have repeatedly ruined themselves by chasing live service trends.
Having the 1st sentence drive your strategy, while ignoring the 2nd, is just asking for trouble.
English
And just to clarify, if this was a 3rd party publisher, I'd 100% agree - I just think these live service titles add much less indirect value to the business, whether through brand benefits, subscription "firepower" or just plain platform differentiation (especially since they're D1 on PC).
English
I think this perspective ignores some of the macro brand and platform benefits of maintaining a strong SP output.
Sony's cash cow isn't really its games. It's their storefront and services business. A strong core games roadmap should significantly enhance engagement in the overall platform, even if the games themselves don't bring in directly attributable profit.
English
Sony execs pivoted to live service games because single player couldn’t drive revenue. Look at the Spider Man 2 costs and performance. And see the interview with @ballmatthew and @Chris_Dring from today.
Don’t get mad at Sony for doing the rational thing and placing bets on the more profitable potential output. If you know single player games are losers you’re better off attempting the live service route even jf 9/10 don’t make it. This is just rational business decision making.
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