

- owned by Israeli billionaire
- based in the UK, subject to UK laws
- chief tech officer was previously the CEO of a Bitcoin exchange company and was convicted of fraud for stealing from it




For those who don’t want to read several pages of unnecessary text telling you what you probably already know:
The math, while pretty involved, may tell a straightforward story (if you’re interested in the details of our analysis, see the Appendix). OpenAI has contracted 900K memory wafers per month from Samsung and SK Hynix. Partner commentary seems to indicate that’s a monthly number, so that represents 10.8 million wafers over 12 months. In terms of demand, a fully built-out 10GW Stargate cluster would require ~3 million GB200 Bianca Boards. Each board requires ~50% of a memory wafer in total; split between the HBM3e stacks embedded into its two B200 GPU (~30%) and its 480 GB of LPDDR5X system memory (~20%). That puts total wafer demand for the entire cluster at ~3 million wafers.
Therefore, according to our best estimates, OpenAI likely needs less than 30% of the 10.8 million wafers it’s planning to buy
So this is just putting some numbers to what a lot of people already guessed. The AI companies are not just buying a ton of RAM to build out their data centers. They aren’t buying enough other components to even use that RAM. They’re buying it so that no one else can.


What incredible hyperbole. It is superisleading to describe that as going “All-In on AI”. It’s a change to the disclosure rules Valve requires for publishers, not that Valve is using AI themselves like GOG is.
I would prefer if they required disclosure of the use of any AI tools involved, but at this point AI has been so thoroughly shoved into every piece of software you can really just assume that some AI somewhere touched anything made after 2022. Generative AI is the bigger problem and this move focuses the attention on that.


That’s being mean to gas station sandwiches, but otherwise I agree


For a the past few years, I had wondered why videogames, movies, and TV shows nowadays feel so… Bland. Meaningless. Soulless. Corporate. Like, I know they ARE corporate, but these industries have all been dominated by gigantic corporations for my entire life. What changed recently? Am I just getting old and curmudgeonly and preferring content that was made back when I was younger?
Then I was watching DoorMonster talk about some show (I could be wrong, but I think it was the video about how Arcane had a great Season 1 that was largely ruined by Season 2) where they kept joking about not accusing them of using AI to write things.
Then it clicked. The Writer’s Strike from May-September 2023. On paper, the Writer’s Guild secured restrictions on the use of AI. And I can’t point to anything specific and say “that was clearly written by AI”. But I can say that for the past few years everything put out by pretty much every company has felt very… “Meh”. Nothing new has grabbed me and said “wow I need to watch/play that”. Could be a coincidence, but I also have to wonder whether AI tools involved in writing and visuals have cost us something intangible that I can still feel.


This may be unpopular, but I think this is great news.
Skyrim became one of the best-sellign games of all time in part BECAUSE of how great it is to see your character get ragdolled into the lithosphere by a giant, or to watch the chaos of spawning thousands of wheels of cheese on top of the throat of the world and watching them roll down.
An Elder Scrolls game that was built around having realistic physics, or being restricted to more cinematic movement and knteractions, would lose a key essence of what made the earlier games great.
I don’t want engaging combat in Elder Scrolls. If I want combat that I have to pay attention to, I’ll go play a Souls game or a fighting game or one of the thousands of games that have tried to be “Skyrim with better combat” that have languished in obscurity because they miss the point.
Ah yes. Elections are fascist and true leftism is… Let me guess… A dictatorship of the proletariat?


The article is behind a paywall. Do they have any statistics or evidence backing that sentiment or is it just vibes?
You can find articles and reddit posts claiming this same exact thing going back years, and yet personally when I go through the store and look through reviews it’s really hard for me to come across hate speech, especially if you don’t specifically look at reviews that have been downvoted to hell. It’s never going to be perfect, but I encounter less hate speech on Steam than most other platforms.


They also have guidelines for “user generated content” which includes reviews, and you can report people for violating those guidelines.
Sure Valve does not pay for moderators to check things proactively. I quite like that they don’t have AI or some other half-assed attempt at “moderation” like other platforms have. I hate the way that the whole Internet has moved to censor “fuck” and made up the word “unalive” because the automated systems of platforms I don’t even use have decided they are the arbitora of what language is allowed.
I think the responsibility to monitor reviews should lie with whoever controls the Steam page: I would assume the publisher most of the time? The publisher and developer should be looking at reviews anyways. Add in the ability for users to vote reviews as helpful or unhelpful and I think it’s one of the better systems left on the internet.


There are guidelines on Steam that ban such content, and you can report people for violating them.
So no, Steam does not do “nothing” as you claim. A very basic Internet search can confirm that.
Even better, users can rate reviews as helpful or unhelpful. Which is great for a wider variety of reasons, but is also good for reviews that get into a grey area or use dog whistles to hide their true intentions.
BioShock 1 and Infinite both have the same problem.
On your first time through, the story pulls you through the game. There setting and characters are so mysterious and interesting you’re compelled to figure out what the hell happened and get to the bottom of it. You might notice, on your first run, that the games are really easy and the gun play isn’t particularly good. The actual gameplay gets repetitive, basically moving from big room to big room shooting things.
The special powers are fun the first couple times you use them but are mostly situational and the kind of thing other games just use items for (land mines, grenades, etc), just re-skinned.
Then at the end there’s a big reveal. Some plot twist that re-contextualizes the whole game and leaves you thinking about the game for an entire week.
Then you replay them and realize… The big twist at the end? There’s almost zero foreshadowing and it would be impossible to have predicted either of them on your first playthrough.
There are plenty of factions that have different political ideologies, but they are nothing more than a setting. The most obvious is how they spent the first half of Infinite pretty clearly establishing that Comstock and his associates were violently oppressing the working class in Colombia and that Daisy Fitzroy’s rebellion was both personally and ideologically justified. Then all of a sudden Booker is there enemy because… He thinks they were too violent in their pursuit to overthrow that oppression or something? It really felt like the devs just needed to throw more enemies at you in the back half of the game so they made a flimsy excuse to do that.
The BioShock games give the illusion of talking about politics and ideology, but really the only message is just “extremism bad”.


I have had issues in the past with bad SD cards on my pi-hole that cause it to stop working after a few minutes. I know you said it works fine without Mullvad, but was that just a quick verification or an extended long-term test with traffic?


The article was updated in 2023 with the most recent data.
Almost all of the sales of videogames are front-loaded. Most at launch (or at the launch of a re-release), and then it falls off hard over a couple of years. Morrowind came out in 2002. It’s incredible that Bethesda even released any sales data still by 2010. The units sold since then would be immaterial to the conversation.


Morrowind only sold ~4 million units. I think you’re overestimating how big the fan base is. The fan base is loyal, opinionated, and vocal, but small.


So you’d rather be spies on by the formerly largest panopticon ever created AND not be able to side load?
If you think Apple is some paragon of privacy you might want to do some research on that lol.


They make some good points about how we view “classic” games too.
A lot of 16-bit games are remembered fondly because of things like “look at how many colors are on the screen at once! Look at how big the sprites are- they’re almost as big as the arcade version! Hear how there are 4 separate audio tracks that kind of almost sound like real instruments sometimes!”.
Mario 64 is a great example for me. I hear other people was nostalgic about how incredible it was to be able to move in 3D space at the time, and how they spent hours just wandering around levels and marveling at the technology. For me, I did that with Crash Bandicoot (which came out a few months earlier in the US). And shortly after Spyro blew them both out of the water with its incredibly smooth controls and, imo, better graphics and sound. When I’ve tried to go back and play Mario 64 I find it a clunky mess of a game, more of a tech demo than anything else.
On the one hand I can respect the pioneers. The original thinkers who push the frontiers of what art can be. On the other hand, those games that rely so heavily on being “revolutionary for their time” often don’t hold up well decades later when tons of games have done what they did better. I think it’s possible to appreciate those games for what they did without enjoying going back and playing them.
When I look back at what I’ve played the past couple years, games like Control and Horizon: Zero Dawn stick out. I don’t think either one of them had anything particularly innovative or new. I see any games coming out today where I say “wow that’s a Control-like” game. But what they did do was execute on a high level, with a lot of polish and very few flaws. I think that’s the biggest strength of AAA games: execution, not innovation.


And it still outsold the 360 in the end


I don’t remember that. Maybe you’re thinking of something like “if the Wii keeps selling at its current pace it will pustell the PS2”?
They said that about the Switch as well and it didn’t happen.


Sure, I might own the hardware
Not for long. The goal seems to be to make RAM, flash memory, and GPU’s so expensive that most consumers will need to purchase low-powered client devices and subscribe to cloud computing business models. It’s a handful of companies who are cornering the markets, controlling the supply, and seeking rents.