My typical spiel was cut off by Circle Glasses Phil (the one true Phil who controls them all), but you can find the Patreon reaction here: www.patreon.com/posts/reaction-video-2-101845366 Full sources in description, but biggest applause goes to Acquired: kzread.info You'll find 10 hours of NVidia stuff there, and it really helped ground this vid. Great place to become Nvidia obsessed. Thanks for watching.

that leather jacket. you know he had a team of people that picked this for him.

@PhilEdwardsInc

Ай бұрын

he says his wife bought it for him! there's a whole mythology...

@onemorechris

Ай бұрын

@@PhilEdwardsInc oh no, the PR department and the stylists share an office! 🤣. rabbit hole opened-afternoon ruined :)

@PhilEdwardsInc

Ай бұрын

@@onemorechris I am so split on what I think is true....

@aidenhall8593

Ай бұрын

Nah he just saw todd howard

@onemorechris

Ай бұрын

@@PhilEdwardsInc i noticed it not the same jacket so unless his wife bought him a set of jackets…or he gets the same gift every birthday…🧐🕵️

For someone who's been into computers for years, Nvidia has always been a company I've been aware of. I never thought of how weird it must be for people who had never heard of it until it became worth over a trillion dollars out of nowhere. One of my family members, who doesn't know much about computers, thought it was so cool that I had an RTX card in my PC simply because it was Nvidia.

@PhilEdwardsInc

Ай бұрын

my journey was coveting those graphics cards on video game magazines in the 90s, forgetting about it for a while except when i started 3d graphics, and then waking up to find it worth $2T.

@beetooex

Ай бұрын

Do gamers still hate Nvidia for their price gouging on consumer cards? I stopped paying attention years ago.

@BurritoKingdom

Ай бұрын

​@@beetooexYes they still do. But AMD and Intel GPUs are missing features/not as good, so they're forced to buy nVidia

@All.Natural.Dirt.

Ай бұрын

​@@beetooexof course, I would've been trashed if I posted my 4070ti purchase when I got it but I was upgrading from a 960 so I really didn't care

@JBrinx18

Ай бұрын

​@@beetooexGamers aren't forced, but professionals are. CUDA is overwhelmingly dominant in the professional space, though AMD is working to catch up with ROCm and its professional GPUs are significantly cheaper

Still remember the day nVidia bought 3dfx. So very world-changing to my early-college-years brain.

@dekkard

29 күн бұрын

And 99 % of the people worldwide don't even know what 3dfx is! But it was a gamechanger!!! 😄

@nottucks

7 күн бұрын

You see, I think that just shows how they’ve always been abusing the market for their own gain…

@yondie491

6 күн бұрын

@@nottucks what is? Buying competitors? Cuz that's... standard free market behavior Or... Do you mean "them acting like this isn't new"?

NVIDIA also cashed in big time on the bitcoin boom, I think this deserves more than just a footnote. Anyone remember the graphics card shortage, when everyone was into mining crypto?

@PhilEdwardsInc

Ай бұрын

yeah i was pretty split on how to portray it - ultimately, the fact that nvidia tried to dissuade and regulate crypto miners made me think that it wasn't central to their mission (even though they did eventually sell crypto-focused gear). the acquired pod does a good job at kinda contextualize this.

@jellorelic

Ай бұрын

@@PhilEdwardsInc I think your very-high-level take here is pretty accurate, as someone who's watched the 3D industry since it was born. The crypto-boom wasn't a BAD thing for them, put a fair amount of cash in their reserves. And it really hurt us in the gaming space due to the supply constraints which made it feel big in the consumer facing market, ultimately it's pretty damn small potatoes compared to the AI driven sales of the 10-50-100k$ enterprise market and the resulting 2 trillion dollar market valuation.

@12pentaborane

Ай бұрын

​@@jellorelic Basically a shovel retailer in back to back gold rushes.

I appreciate the version of you that is incapable of putting the carafe back in the coffee maker

@PhilEdwardsInc

Ай бұрын

he's still there

@misterscottintheway

Ай бұрын

Plot twist that's the human one

@AnonymousFreakYT

Ай бұрын

I thought he was going to accidentally shatter the carafe.

@charlesmoxey8122

Ай бұрын

keep tryin buddy. you'll get there

You are rapidly becoming one of the best presenters on KZread. Another great video.

Translating one type of nerd to the nerd populous is such a nerdy thing to do... And I appreciate the heck out of it

0:22 that camera shake as you sat down was brilliant!

@PhilEdwardsInc

Ай бұрын

thank you, it took some planning and post work, but it was worth it (I will never admit that I just fail to sandbag my tripod).

As an electrical engineer, this is one of the best explanations of Nvidia I’ve ever seen- amazing job!

Asianometry+Phil = the crossover I didn't ask for, but desperately needed!

@PhilEdwardsInc

Ай бұрын

such an epic channel. I did not know about it before this vid but it definitely was a reason to have this sort of high level approach since Asianometry is so good at the detailed stuff. The TSMC videos are really nuts...so detailed.

@dodaexploda

Ай бұрын

@@PhilEdwardsInc seconding (thirding?) the Asianometry channel. Everything you wanted to know about making computer chips and more.

@FirestormX9

Ай бұрын

@@PhilEdwardsInc duuude that channel itself is an entire academic course in some ways. There's also TechTechPotato with Dr Ian Cutress for some occasional in depth stuff.

@kelownatechkid

Ай бұрын

Did not expect that crossover! Phil is killing it with these great videos

I have regret i didnt invest 5k in nvida 5 years ago 😔 😪

Phil I gotta say the whole meta parts of the videos that has become your style is amazing and I hope you never stop because I love it

@rocko44444444

Ай бұрын

+1

Great topic! A dive into the benefits of specialization, when paired with cooperative-competition among other industry specialists, to push technology further and further. I hope this VOD is a home run, great current events information

Brilliant, interesting and fun! You’re fantastic Phil! Thank you for all your hard work!

I learned a lot, well done video!

great video keep it up Phil!

My first PC in the 90s had NVIDIA graphic chip. They also gave buyers demo games to demonstrate their 3D game capacity. My cousin and I played Future Cop all the time. Fot the 90s it was incredible!

Great job, Phil! You took a topic that has made me glaze over in the past and made it digestible. And I loved the surreal ending.

great video, music hooks you from the start

0:18 the remake of Multiplicity I never knew I wanted so badly

Wow this video is fantastic. I am a 5 year fan boy and investor of Nvidia but this actually taught me new stuff. Great thx

What a fascinating video, Phil.

Smashing the Like button and commenting!

My man, your vids are getting better and better. Love them! I really need to watch that conference and listen to this all. I am not ignorant to this all, but I am old enough now to have lived through the 90's when graphics cards hit the seen, and I am not in that mix anymore. I intentionally stay away from it as I am becoming my Father and yelling at kids for walking on my grass. Yes, I am 45 years old, lol.

Honestly learned a lot from this video. Thanks

That man's personality is that leather jacket

@PhilEdwardsInc

Ай бұрын

i have a whole conspiracy theory about this.

@180_S

Ай бұрын

​@@PhilEdwardsInc would love to hear more

@PhilEdwardsInc

Ай бұрын

@@180_S well, just to start with, it's this core element of his personality (with an explanation tied to his wife) but the older GTCs actually have him dressing in totally normal polo shirts...

@180_S

Ай бұрын

@@PhilEdwardsInc I bet there is a not insubstantial correlation between nvdia's stock value and when the leather jacket was rolled out.

@c97f

Ай бұрын

That jacket IS NVIDIA. It has him under its control. He's trapped in the jacket.

I work in the industry and know Nvidia's story pretty well. Have to commend you for breaking down the history and industry in a very approachable way. You clearly did your research. The discussion of fabless at the beginning was especially good and something people don't appreciate about how the industry has changed compared to decades ago. Also the introduction of CUDA from the early days before DL became a thing.

Best video yet!

I love how living in south bay, there are places like the Nvidea Dennys, where it’s like, “oh yeah, Steve Wozniak goes to this one BBQ joint all the time”. It’s the Bay Area version of LA people having weird encounters with celebrities all the time.

Great video thanks

12:15 That laugh reminds me of the laughing without smiling trend

Asianometry's video about LSI Logic might also shed some light about custom chip-making.

is the robot glitching or cheersing a fellow robot on a great video at the end? (coffee maker) Either way it makes sense. Keep it up!

@PhilEdwardsInc

Ай бұрын

haha perhaps both

Hey Phil, sorta related to this Tech focused video. Have you seen anything about the Lost Disney's Sodium Vapor wave technique? And how it was FINALLY rediscovered! Corridor Crew just released a video covering the work they did & I think you could make an amazing video on the topic of how impactful this could be in the movie, media world. We might finally start to see movies that feel and look much better compared to the bland, disconnected, fake green screen CGI effects in most modern movies.. It's actually such a trip once you learn about this stuff

@PhilEdwardsInc

Ай бұрын

haha yes i inhaled that video! amazing they got paul debevec too - when i was doing vfx stories, i quickly learned of his stature. great video

Smashed. Thank you.

Great video

your production quality is bonkers

The clone bit needs a big wink to camera with a chime sound effect.

Can we talk about how much your clones reminds me of some modern Twin Peaks meets i,Robot? I need the next episode already.

I love the video Phil. We might need to do an intervention on how you eat chips though.

@PhilEdwardsInc

Ай бұрын

i don't eat chips like that but if i ever get cheetos i will be tempted...

@dodaexploda

Ай бұрын

@@PhilEdwardsInc part of the fun of cheetos is getting your fingers covered in bright orange cheesy dust. Then being in a constant state of potential destruction if you ever touch anything. With the glorious finish of licking the fingers off.

@ryanortega1511

Ай бұрын

My parents harangue me for licking my fingers.

@dodaexploda

Ай бұрын

@@ryanortega1511 they are wrong. Licking the finger is the proper eitquette.

@ryanortega1511

Ай бұрын

I was told it’s because they’re susceptible to germs. My mother is a doctor, so she has it on some authority.

I (try to afford to) study engineering technology, explaining car parts is hard enough. 3 words, so simple so accurate. Thanks g

So, a lot of this seems like the best sort of success story, an accidental one. In the late 1970s, IBM began experimenting with Reduced Instruction Set Computers, or RISC. The theory was, by making the machine-code for the internal procedures on a CPU simpler (as opposed to specialized), the chip architecture can be optimized to run more computations faster (the assembler/compiler would then transform a single more complicated instruction into several smaller but faster to compute instructions). Companies like Silicon Graphics made their name in constructing powerful new computers for high-end clients, only to gradually be edged out by cheaper personal computers that were becoming faster. Originally, the graphics card was just a specialized bit of hardware designed to (very quickly) compute a lot of similar data all at once. What companies like NVIDIA stumbled across was a new way to think about computing altogether: simultaneous computation of many similarly structured problems. Video game graphics, cryptocurrency blockchains, and artificial intelligence all thrive on these sort of distributed, parallel computation systems. It opens up a new era in computer science.

too bad Steve Jobs never had a mustache

@PhilEdwardsInc

Ай бұрын

his greatest flaw

all of your effort, research and charm -- just to remind me that i haven't had any Utz since i moved to Alaska?

@PhilEdwardsInc

Ай бұрын

they were really good.

I used to work in a FAB and can confirm that the commercial is pretty accurate to how a fab is run.

Phil entering his WheezyWaiter-esque cloning arc

Do you also watch Ryan George? I get that vibe when you intruduced your clones there😆.

Nice video which that means that the drivers is the operating system for Ai, and what is better than a operation system, a trained ai model which uses and upgrades the operation system for input output.

I remember doing social studies stocks test on 8th grade and put 20% of imaginary 1000 euros (which is ~1050 dollars) into nvidia right before the summer break and seeing how much it has grown really puts a smile on my face. Even though I didn't use real money, just test calculation I feel like I won big money.

Banger!

The only stock I’ve ever called to be one to explode in value is Nvidia. Back in ~2016 I told a close friend who was very into trading that he needs to go all in with Nvidia. It wasn’t just the obvious thing that they would supply so much of the worlds AI chips, but the market analysts also agreed unanimously that it’s going to see spectacular growth. The next couple of years went by and it did indeed happen. My friend later tells me, “man, I should have listened to you” 😂

@PhilEdwardsInc

Ай бұрын

ugh i wish we were friends. there were some old marc andreesen tweets i ran into from around that time - made me feel pretty silly for not betting on them (though, to be fair, I still have no idea if it'll work out for them).

Very interesting, I didn’t know much about this company - and love the clone side story 😂

Fourth grade me's jaw dropped at the handful of four-color pens. 6:18

They sell shovels.

@PhilEdwardsInc

Ай бұрын

haha, i had briefly imagined a whole levi's jeans digression for this on a similar theme.

@leeroyjenkins0

Ай бұрын

Exactly, they sell shovels and everyone is treating them like nobody else will ever sell shovels.. but shovels aren't that difficult to make, and once everyone has a shovel you definitely don't keep selling as many shovels...

@constantin-adrianprisecari5379

Ай бұрын

those shovels will be in everything you do... self driving, augmented reality, autonomous robots, big data science, financials, management, spitting out news articles, chat bots, medicine and so on. remember when watches used to just tell time?

@loveormoney786

Ай бұрын

@@leeroyjenkins0The have the most with CUDA with ecosystem. No one in the near future can catch up to them. By then they will iterate faster and can make a case that they have a monopoly.

Jensen Huang is so weird. That said, I bought Nvidia stock in the long long ago, so it's not like I'm complaining.

@PhilEdwardsInc

Ай бұрын

I had such an emotional journey around him. I ended up thinking he's kinda awesome. That said, I did not trot out the leather jacket for this vid...

And today NVIDIA is same as EA or Activision, hated on world level. And for a good reason.

I'm sure the James Hoffman AI can help with the coffee making issue at 12:06

@PhilEdwardsInc

Ай бұрын

maybe needs the french press training as well

I'm a designer who made the switch to AI a few years ago, and I can not stress enough how important CUDA has been in both parts of my life.

Okay, so those are the 2 guys one would theoretically need to stop if they went back in time to halt the AI emergence at the source. Got it.

@PhilEdwardsInc

Ай бұрын

unfortunately john conner loves geforce

@ryanortega1511

Ай бұрын

It’s Connor. You were probably thinking about the Conners.

First, Phil, an excellent video. I watched it on one my Nvidia connected monitors. And it got me thinking... Why the hell didn't NVidia spin off its consumer graphics card business. it's a distraction. The use of Blockchain was not really possible as we have it today without GPUs. So I would not call it a distraction. Blockchain is more than the Bitcoin, et al, era. It is the underpinning of much in financial future development. That really ought to have its own side video. The issue of a relationship between GPU and quantum, down the road, ought to be fascinating as GPUs are binary and parallel (non-binary) quantum GPUs will open even more doors.

@PhilEdwardsInc

Ай бұрын

haha yeah i was tempted to name check some quantum startups in my end long section - it just seems like nvidias rise was so rapid something equally rapid could pop up!

This video to me is like: "Did you know, that this red sphere is called an apple and is actually very sweet and tasty?"

Wow Phil has grown to an immense size, he is now bigger than a refrigerator.

@PhilEdwardsInc

Ай бұрын

💪

the world currently runs on nvidia - you want to do anything with AI, you're using nvidia GPUs

"Magno-electritism" "Artificial intelligence" "Mcgriddles" "Infered laser thermometers"

Just the idea that "math!" is a punchline

I smashed that like button.

@PhilEdwardsInc

Ай бұрын

💥

I still remember the NVIDIA vs 3Dfx flame-wars...

I tell my friends and family when you upload a new vid. I have a mini celebration. I get so excited

@PhilEdwardsInc

Ай бұрын

haha thank ya!

I love my NVIDIA video card. Never done me wrong.

The ending is just KZread gold 😂

They're just good at locking in users with shiny proprietary features, whereas their competitors fail to do the same. Where else would I get 3D Vision support but on Nvidia? Even when they deprecate features like the aforementioned 3D Vision, it's still hanging around in the professional driver. CUDA isn't even that special, but the platform lock-in definitely is.

Because of war. Just came here to answer the title

Great Video! Subscribed! NVIDIA is the future of technology. If you are astute enough to buy and hold this software you will be wealthy!

Crazy how we’re approaching a time where the history of more and more things can be found merely by looking at the videos uploaded years ago on KZread.

@PhilEdwardsInc

Ай бұрын

yes i definitely felt that with the cuda videos! they are among the first on the channel, but they're there!

It never occurred to me that the general public wasn't particularly aware of Nvidia. I mean, anyone who has ever built a PC in the last 20 years had to go down the rabbit hole of deciding between a GeForce or Radeon GPU and researching which model was the better bang for your buck at that particular point in time. I often forget that there's people out there that aren't into PC's and/or gaming.

@PhilEdwardsInc

Ай бұрын

Yeah I was sort of a version of this myself - coveted them all totally in the 90s as a kid, fell away, and then came back in 2024 to be like - wait, why is the thing that made Starsiege Tribes look cool suddenly worth 2 trillion!?!?

WTF is that musk guy rich? His cars dont sell even an 18th as much as Toyotas!

got distracted, and came back to the video at 12:15. lol.

@PhilEdwardsInc

Ай бұрын

now it will haunt your dreams

I jus hacked the 1080 ti to give me no restrictions because the latest drivers say sum shit like to safe guard the old models without destroying itself which is absurd anyway it wasn't hacking but it sounds cool now my card works 10x better but it does get super hot.. but meh they are meant to do that

My stock is still going down for them day after day 😂😅

can you imagine a world where 'how tall is phil edwards' replaces 'how tall is caitlin clark' as a top autocomplete suggestion? i can

@PhilEdwardsInc

Ай бұрын

watch out 6'0, 5'11 is coming for ya

i didn’t realise how quickly i clicked this video! anyone know what the microscope Phil uses with the crisp/chip?

@PhilEdwardsInc

Ай бұрын

a great purchase: amzn.to/3U6IqfU

@onemorechris

Ай бұрын

@@PhilEdwardsInc epic and so cheap! 👌👌

@onemorechris

Ай бұрын

great video too x

Do you recommend the finger chip chopsticks?

@PhilEdwardsInc

Ай бұрын

i will need years to evaluate them fully

The return of circle glasses phil?

@PhilEdwardsInc

Ай бұрын

THE RETURN!

Fabless video!

That's a really cool and interesting video, mr Edwards, really is, but that's a really long way of saying 'AI boom'

@PhilEdwardsInc

Ай бұрын

ai boom isn't enough though!

It will still go up

@PhilEdwardsInc

Ай бұрын

i think this is why i'm not an investor because i can totally see it going either way

@paleoph6168

Ай бұрын

"Robert, it goes down." "It don't. It don't go down."

@utubby3730

Ай бұрын

Its an absolute bubble.

also because I just dropped 900 bucks for a "mid range" 4070ti super

It will be a while before another company catches up to NVDIA. Their execution is always perfect and ahead of the current trends.

Yet they still can’t make good Linux drivers…

It's simple. Loose monetary conditions, a weak federal reserve and an AI bubble are good ways to be overvalued.

Nvidia is the entire reason everyone is talking about AI, the entire reason AI has taken off.

Amazon's value did not get big because of their retail in fact it was not profitable. Their aws cloud put them to success

@PhilEdwardsInc

15 күн бұрын

wait until you hear the truth about microsoft bob

If you have a spare Phil clone, please send him over to do some vacuuming and laundry. We have potato chips!

@PhilEdwardsInc

Ай бұрын

utz only please

@ryanortega1511

Ай бұрын

Based.

Borderline chipmunk sounding for vocals, but I'm definitely digging the speed up beat

Except that ya know, AMD and Intel both have compelling options for multi threaded workloads and specialized processing even AMD has CPUs that are compelling. There's plenty of ASICs as well. Basically nothing about nvidia is a mote in the hardware realm. What is more compelling is that Nvidia sells all in one solutions with software and support. So they have an early movers advantage. Incidentally they could end up somewhat like Dell where it's embededness with government and large corporation contracts keeps it a monopoly or they end up getting outdone by in house specialized hardware. Similar to how Facebook used custom SoC for their datacenters.

@PhilEdwardsInc

Ай бұрын

Yeah the truth is I am more on the bear side personally...I also feel like the massive training AI paradigm could get disrupted in a bunch of ways.

@hfbdbsijenbd

Ай бұрын

Comparing NVIDIA's results with Stable Diffusion to Intel's or AMD's is like comparing The Birth of Venus to a kindergartner's crayon drawing. They both need to clear the dust they were left in before they can even consider catching up NVIDIA.

@Furiends

Ай бұрын

@@hfbdbsijenbd NVIDIA investor spotted.

How tall is Caitlin Clark?? How did Elvis die??

@PhilEdwardsInc

Ай бұрын

autocomplete snapshot, april 6, 2024

12:11 CUT! felt like you were holding back with that laughter. i know you're not really evil which is why you may be struggling with the evil laugh. now i want you to _really_ imagine what it's like to be evil and embrace it. annnnnnd ACTION!

I think it's because it's a big hard business in a big hard building

NVDiA transforming every industry and every company