Broken Silicon Moore's Law Is Dead

Tom & Brad discuss Quest Pro, PlayStation VR2, Lovelace, RDNA 3, Zen 4, and more!
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0:00 Who is Bradley? What was it like following the swings in VR market share?
8:34 Samsung & Google Cardboard
10:57 PlayStation VR2 vs Quest 3 vs VALVE Deckard
21:07 What will make VR mainstream? Lower prices? Better hardware?
30:14 Does VALVE need to compete with Meta on pricing?
38:57 AMD Phoenix in Holo Deck, Steam Deck 2, and Deckard
49:32 Is "Little Phoenix" strong enough to do VR well?
1:06:13 Is AMD ever going to make Mega APUs for Desktop?
1:09:04 Can Intel keep up with Apple & AMD APUs?
1:10:49 When will the GTX 1060 stop being the GPU standard?
1:16:05 Nvidia Lovelace & RDNA 3 Pricing Expectations
1:19:35 What's the max GPU Power Consumption we would tolerate?
1:21:19 Could Zen 4 come to AM4?
1:25:59 Will Nintendo get into VR? Will XBOX?
1:30:39 Micro OLED, OLED on Silicon, Movement in VR Games
1:39:50 Augmented Reality Development

Check out Bradley’s Channel: https://www.youtube.com/c/SadlyItsBradley
Check out Bradley’s Website: https://sadlyinreality.com/
MLID Phoenix Leak: https://youtu.be/JN0ygfN0-go
Bradley Valve Deckard Leak Video: https://youtu.be/ovlbXVwoN8s
Broken Silicon Episode with Oculus Engineer: https://youtu.be/8UGMeV5O7I0
https://www.notebookcheck.net/Meta-Quest-2-Pro-Noted-analyst-offers-features-and-price-prediction-list.631444.0.html
https://vr-compare.com/headset/valveindex
https://www.anandtech.com/show/15624/amd-details-renoir-the-ryzen-mobile-4000-series-7nm-apu-uncovered/2
https://www.tomshardware.com/news/amds-6nm-ryzen-6000-rembrandt-chips-have-zen-3-rdna2-and-ddr5
https://www.maximintegrated.com/en/products/power/switching-regulators/MAX17480.html
https://www.picoxr.com/us/neo3.html
https://www.macrumors.com/2022/06/24/apple-headset-rumored-to-launch-in-january-2023/

AMD, Nvidia, and Intel all seem to be targeting Quarter 4 for their big releases…
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0:00 Zebra vs Hoarse Voice, Bonus 6G Episode is LIVE
4:44 Reesie Health Update
10:33 Ionizing Radiation, First OLED TVs (Corrections)
16:34 Intel 4 Node Doubles Density or brings +20% Performance
21:50 Intel Sapphire Rapids Delayed to Q2 2023 - Next to Bergamo
31:31 Raptor Lake likely Launches October...after Zen 4
42:14 Wait for Raptor Lake or Zen 4 with Vcache? Will 170w be enough for Zen 6?
49:02 AMD Phoenix, Dragon Range, Mendocino, and Sonoma Valley Discussion
1:00:19 Little Phoenix for Steam Deck 2 Leak
1:10:09 Will Phoenix & Raptor Lake Mobile actually have good supply?
1:14:16 Nvidia Lovelace Launches Q4 due to Oversupply Issues
1:22:33 Alchemist Performance & Pricing Update
1:26:44 Late 2022 Building Advice – Used Cards, OLED Monitors, RDNA 3
1:31:16 Apple M2 Announced with 8-core CPU and 10-core GPU
1:35:54 AMD Game Bundle, Intel 3 Node, Loongson CPUs (Wrap-Up)
1:47:27 Metaverse, Bitcoin, XBOX June Showcase (Final Reader Mail)


https://www.techpowerup.com/295809/intel-4-process-node-detailed-doubling-density-with-20-higher-performance
https://medium.com/@mingchikuo/intels-sapphire-rapids-shipment-delay-to-2q23-is-detrimental-to-intel-and-its-server-supply-chain-a1de691bd093
https://twitter.com/mooreslawisdead/status/1538622486258008070
https://youtu.be/MYJ_9zfqWUg
https://youtu.be/rIN3IbA3vCY
https://twitter.com/wxnod/status/1537824618613833728
https://youtu.be/JN0ygfN0-go
https://www.techpowerup.com/295926/amd-phoenix-point-zen-4-mobile-processor-powered-up
https://www.techpowerup.com/295850/amd-ryzen-3-7320u-surfaces-possibly-the-mendocino-soc
https://wccftech.com/nvidia-geforce-rtx-4090-october-rtx-4080-november-rtx-4070-december-rtx-4060-ces-2023-launch-rumor/
https://videocardz.com/newz/nvidia-geforce-gtx-1630-delayed-rtx-40-series-launch-slips-by-a-month
https://youtu.be/ARjeBywF7uo
https://twitter.com/SkyJuice60/status/1537031000970371073
https://twitter.com/3dcenter_org/status/1537435073774907394?s=21&t=oMgVBvr5ST4LeAiiAP2ztQ
https://videocardz.com/newz/first-review-of-intel-alchemist-acm-g10-gpu-is-out-arc-a730m-is-outperformed-by-rtx-3060m-in-gaming
https://videocardz.com/newz/intel-quietly-changes-official-arc-a380-memory-specs-its-15-5-gbps-not-16
https://www.notebookcheck.net/Apple-M2-GPU-outdoes-its-own-hype-with-up-to-45-faster-performances-than-the-M1-in-GFXBench-and-up-to-13-5-in-Cinebench-R23.629517.0.html
https://videocardz.com/press-release/apple-announces-next-gen-m2-silicon-with-8-core-cpu-and-10-core-gpu?s=03
https://videocardz.com/newz/amd-raise-the-game-bundle-goes-live-after-a-month-saints-row-sniper-elite-and-forspoken-are-out-for-grabs
https://www.tomshardware.com/uk/news/nvidia-arm-intel-alder-lake-expert
https://www.techspot.com/review/2478-amd-ryzen-5600-upgrade/
https://www.amd.com/en/products/graphics/amd-radeon-rx-6700
https://www.techspot.com/news/94919-preview-core-i9-13900-engineering-sample-performance-looks.html
https://videocardz.com/newz/intel-14th-gen-core-meteor-lake-p-die-shot-with-6-performance-and-8-efficient-cores-has-been-revealed
https://twitter.com/iancutress/status/1536471424654778372?s=21&t=nKekRs5AxVEX3154QCA6SQ
https://youtu.be/he6xyl_MHXY
https://www.techspot.com/news/94921-chinese-chipmaker-claims-upcoming-cpus-feature-similar-ipc.html

Wendell from Level1Techs joins to discuss the long term competitiveness of AMD, Intel, & Nvidia.
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0:00 Who is Wendell?
8:12 How is Intel doing? Is Pat succeeding?
21:09 Why can't Intel launch anything on time?
31:27 Raptor Lake vs Zen 4 Raphael - Does this matchup matter?
45:50 Why AMD doesn't care if they lose desktop performance by 5-10%
50:37 AMD Financial Investor Day Thoughts
57:02 Balancing Compute & Gaming Performance in GPUs
1:10:36 Steam Deck & Linux Gaming
1:23:25 Intel Fishhawk Falls, Threadripper, Siena
1:39:38 AMD Software
1:47:33 How will AI Engines help the average user?
1:56:55 Nvidia Lovelace Power Draw - A sign of the future?
2:07:52 What do AMD, Intel, and Nvidia each need to focus on for success?

Level1Techs: https://www.youtube.com/channel/UC4w1YQAJMWOz4qtxinq55LQ
Previous Level1Techs Episode: https://youtu.be/Lm1IGCb2KH8
Low Latency Developer Tom Mentioned: https://youtu.be/B-Nti0FhRb8
Dave Eggleston CXL/Optane/Memory Expert Episode: https://youtu.be/mCxHcvtpfAk
https://ir.amd.com/news-events/analyst-day
https://en.wikipedia.org/wiki/Ice_Lake_(microprocessor)#Xeon_Platinum_series
https://www.tomshardware.com/news/intel-delays-xeon-scalable-sapphire-rapids-again
https://www.amd.com/en/corporate/pensando-acquisition
https://www.intel.com/content/www/us/en/products/sku/212287/intel-xeon-platinum-8380-processor-60m-cache-2-30-ghz/specifications.html

We discuss Intel’s long term competitiveness, the RX 6700 10GB, Lovelace launching Q4, & ARC Q3!
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0:00 Slow news weeks, Depp vs Heard, 6-Slot GPUs (Intro Banter & Corrections)
11:08 AMD X670 Extreme and B650 Motherboard Pricing
21:16 Zen 4 IPC, Performance, and Power Consumption Update
41:42 Did AMD intentionally “lower IPC” for higher clock speeds?
44:24 Raptor Lake Performance and Release Date Update
57:21 AMD’s APU Laziness, Mendocino/Dragon Range/Phoenix Update
1:06:18 Meteor Lake BGA 2551 and LGA 1851 Update
1:11:18 Meteor Lake Performance and Delay Leaked
1:21:35 Is Sapphire Rapids Delayed?
1:26:11 Arrow Lake & Intel's Future
1:37:15 Alchemist Release Date Update
1:41:14 RX 6700 10GB Leaked
1:44:55 Igor’s Lab leaks Lovelace Production in Q3
1:50:17 PlayStation State of Play
1:55:11 Used Game Prices in an All-Digital World…
1:59:16 ADL i5 beats i7 in Laptops, 138Hz OLED TVs, More FSR 2.0 Testing (Wrap-Up)
2:06:39 Wireless Display Tech, VR Battery Life, EPYC APUs (Final Reader Mail)

https://youtu.be/JnLbqB1FBu8?t=199
https://twitter.com/mooreslawisdead/status/1532395430704734210
https://twitter.com/mooreslawisdead/status/1532265363999805441
https://www.anandtech.com/show/15850/the-amd-b550-motherboard-overview-asus-gigabyte-msi-asrock-and-others/39
https://youtu.be/JnLbqB1FBu8?t=1342
https://www.angstronomics.com/p/computex-beyond-the-coverage?s=w
https://www.google.com/search?q=AMD+Zen+3+IPC+increase&rlz=1C1CHBF_enUS880US880&sxsrf=ALiCzsZKlE6tES_ZZJ2DG-IYUhrGfng7NQ:1654468120741&source=lnms&tbm=isch&sa=X&ved=2ahUKEwiF04OFrpf4AhV3TjABHa43DMIQ_AUoA3oECAEQBQ&biw=1996&bih=1022&dpr=1.93#imgrc=eOjc0dHywbm1cM
https://youtu.be/jjJodTVvGHQ
https://benchlife.info/arrow-lake-s-and-meteor-lake-s-will-take-lga-1851-after-raptor-lake-s/
https://twitter.com/mooreslawisdead/status/1533852774127095809

https://www.techpowerup.com/295534/intel-shows-off-its-arc-graphics-card-at-intel-extreme-masters
https://www.techpowerup.com/295491/amd-readies-radeon-rx-6700-non-xt-sapphire-custom-design-card-suggests-so
https://www.notebookcheck.net/AMD-Radeon-RX-6700M-GPU-Benchmarks-and-Specs.515472.0.html
https://www.techpowerup.com/295493/alleged-nvidia-ad102-pcb-drawing-reveals-nvlink-is-here-to-stay-launch-timelines-revealed
https://www.igorslab.de/ad102-und-ad104-warum-es-zu-nvidias-neuen-geforce-karten-noch-gar-keine-echten-informationen-geben-kann/
https://www.youtube.com/watch?v=Wr4PGa1sHFQ&ab_channel=PlayStation
https://www.hardwaretimes.com/intels-12th-gen-core-i5-1240p-beats-the-core-i7-1260p-and-i7-1270p-with-a-slightly-higher-base-clock/
https://www.hardwaretimes.com/intels-12th-gen-core-i5-1240p-beats-the-core-i7-1260p-and-i7-1270p-with-a-slightly-higher-base-clock/
https://www.hardwaretimes.com/intels-12th-gen-core-i5-1240p-beats-the-core-i7-1260p-and-i7-1270p-with-a-slightly-higher-base-clock/
https://videocardz.com/press-release/lg-launches-47-5-inch-oled-gaming-display-with-refresh-rate-up-to-138-hz
https://wccftech.com/microsoft-azure-upgraded-amd-instinct-mi200-gpu-clusters-for-large-scale-ai-training/
https://wccftech.com/intel-falcon-shores-xpu-to-push-high-performance-computing-to-extreme-multi-tiled-x86-cpu-xe-gpu-configurations-targeting-5x-performance-per-watt/
https://videocardz.com/newz/intel-introduces-800w-rialto-bridge-next-gen-data-center-gpu-with-up-to-160-xe-cores
https://www.forbes.com/sites/davealtavilla/2022/06/01/intel-arc-mobile-graphics-performance-preview-a-new-player-enters-the-gpu-game/?sh=6d35f406125e
https://videocardz.com/newz/intel-next-generation-data-center-gpu-likely-codenamed-lancaster-sound
https://www.techpowerup.com/review/god-of-war-fsr-2-vs-fsr-1-vs-dlss/
https://www.techpowerup.com/295302/amd-rdna-3-gpus-to-support-displayport-2-0-uhbr-20-standard

An Oculus Engineer joins to discuss upcoming VR devices, developing for them, and GPUs of the future.
SPON: Support MLID with code “MOORESLAW” for 82% off AtlasVPN: https://atlasv.pn/MOORESLAW
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0:00 Who is our guest? What got him into VR work?
7:12 What does VR offer traditional gaming doesn’t? (Insidious is the Movie!)
15:09 The History of VR before 2012 - From Virtual Boy to Oculus
21:27 PlayStation's Instant (and fleeting) VR Dominance, Problems with Early VR
30:57 Why PlayStation bet on VR, and XBOX didn't...
37:01 Apple VR is Coming - What would be its Killer App?
49:54 Will PS VR2 make VR Gaming mainstream?
1:03:14 What games do PS VR2 & Quest 3 need to be successful?
1:11:24 How important was Carmack to Oculus development?
1:15:31 XR2 Programming
1:20:20 What should the Quest 3 do well? What's the ideal VR Device of the Future?
1:38:42 Will putting computers on our head give us cancer?
1:43:49 Will shortages affect VR Pricing moving forward?
1:45:16 When will VR be "Mom and Dad" mainstream?
1:48:32 Lovelace Performance, RDNA 3, FSR 2.0 - How will VR be improved?
1:56:14 When will we make walking work well in VR games?
2:09:03 Besides VR, what's the next gaming experience revolution?
2:14:38 Will RDNA 5 APUs match the PS5? When will we get 1000 Core CPUs?

https://virtualspeech.com/blog/history-of-vr
https://en.wikipedia.org/wiki/PlayStation_VR
https://9to5mac.com/2021/04/03/opinion-apple-arcade-just-went-from-a-potential-flop-to-a-likely-success/
https://www.psdevwiki.com/ps3/RSX
https://www.qualcomm.com/products/application/xr-vr-ar/snapdragon-xr2-5g-platform?&cmpid=foxdus2231&gclid=CjwKCAjws8yUBhA1EiwAi_tpEQ9AYVIGvik8-i1AaGRamDOtpMNgXzgA-_vjvXD4YnoXKQwxV_FBXRoCYQcQAvD_BwE
https://uploadvr.com/snapdragon-888-adreno-660/
https://www.gfinityesports.com/vr/valve-index-2-release-date-specs-price-deckard/
https://twitter.com/id_aa_carmack/status/1371485209603022853?lang=en
https://www.khronos.org/openxr/

We discuss the latest Computex reveals, AMD’s potential SP6 Threadripper Platform, and more!
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0:00 Favorite Drinks, Hardware Dreams & Nightmares (Intro Banter)
9:20 Silicon Tape Out Costs, macOS porting (Corrections & Omissions)
12:46 AMD Kinda Details Zen 4 Architecture at Computex
24:25 MLID definitely got IPC Wrong - but clock speeds, core counts, etc was correct
31:30 Zen 4 vs Raptor Lake Gaming Performance, Zen 4 with Vcache
41:31 Will we get quadcore Zen 4 SKUs?
46:31 AMD Mendocino APU with Zen 2 + RDNA 2
56:02 X670E, X670, B650 Motherboards Detailed by AMD
1:08:38 Zen 5 and Zen 6 Details Leaked by MLID
1:18:03 AMD SP6 32 Core Zen 4 Leaked by AdoredTV - New HEDT Platform?
1:26:20 Can AMD compete in supply with Intel & Nvidia?
1:31:40 Userbenchmark.com is a complete Joke!
1:36:41 Is the 6750 XT an ok replacement for the RX 6800?
1:39:51 Nvidia Farts at Computex
1:44:22 Apple Forced to use USB-C, RX 6950 XT Overclocked Infinity Cache (Wrap Up)
1:49:25 Will Q4 be a great time to build? Is Nvidia doomed after the ARM fail? (Final RM)

https://www.bajasae.net/app/CompetitionResources.aspx
https://www.bajasae.net/app/SmartScheduleViewer.aspx?scheduleid=43523eb1-4e96-4a50-87d6-a0e66a9ce759
https://youtu.be/BRtBB2VnF8M
https://twitter.com/greymon55/status/1528717091682996224
https://twitter.com/mooreslawisdead/status/1528806198392328192
https://twitter.com/mooreslawisdead/status/1528814892400123905
https://twitter.com/mooreslawisdead/status/1528807673898090496
https://videocardz.com/newz/amd-ryzen-7000-zen4-raphael-desktop-engineering-sample-cpu-with-16-cores-has-been-spotted
https://www.tomshardware.com/news/amd-mendocino-zen-2-apus-rdna-2-graphics
https://www.amd.com/en/products/apu/amd-ryzen-9-6980hx
https://twitter.com/patrickschur_/status/1315788414877347850?lang=en
https://angstronomics.substack.com/p/site-launch-exclusive-all-the-juicy?s=r
https://youtu.be/6yFn85I5PbY
https://youtu.be/_NhM02NE8c8
https://twitter.com/mooreslawisdead/status/1526965958287495170
https://www.theverge.com/2022/5/11/23066661/apple-iphone-15-drop-lightning-port-usb-c-2023-prediction-rumor
https://csrreportbuilder.intel.com/pdfbuilder/pdfs/CSR-2021-22-Full-Report.pdf
https://twitter.com/witeken/status/1525031590522408960?s=21&t=QAjD5KVyk8p8a2-gXxDv7A
https://www.techspot.com/review/2463-amd-radeon-6950xt/
https://arstechnica.com/gadgets/2022/04/framework-will-sell-you-its-laptop-motherboard-without-the-laptop-for-399/
https://twitter.com/mooreslawisdead/status/1528619628150374400
https://www.tomshardware.com/news/hot-chips-34-schedule-reveals-intels-3d-foveros-ambitions-for-meteor-lake-arrow-lake-cpus
https://github.com/SmokelessCPU/UniversalAMDFormBrowser