ceo end game | living the dream and making video games for a living. backed by @a16z @supercell @greenbayvc @makersfundvc creator: zombsroyale, pokevision
Joined July 2016
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“An Open Letter to John Hanke & Niantic” by @YangCLiu medium.com/@yangcliu/an-open…
My tinfoil hat theory is that China favored Jensen being ousted.
While Jensen publicly supported selling chips/GPUs to China - China, on the other hand, was indifferent in that they had already made the binary decision to not depend on US silicon. Once that decision was made, it was irrelevant how good Nvidia was. Jensen publicly supporting sales to China was a last ditch attempt to convince China while he could - but today, the decision has been made.
Others argue that OAI/Ant are happy about this since Jensen supported open source (and sales to China), but this isnt the win most think it is. A fragmented US grip in Taiwan manufacturing (literally just Jensen and Lisa Su), results in an overall weaker relationship with the rest of the Taiwanese semi ecosystem.
By proximity alone, China is able to exert more influence on Taiwan - not to mention the opportunity of recruiting talent for their national semi industry. This is not great for the US. Jensen being close to the US head of state, is a very good thing. Now that’s up in the air whether Nvidia will still stay close to the US administration. This is on top of others encroaching on Nvidia’s margins (memory).
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It's wild that Jensen - who is more important than essentially every head of state in the world aside from 2 - got ousted faster than you can get a GPU delivered to you from Amazon.
A sad day for NVIDIA, developers, America, and all humanity. Jensen founded and ran one of the few companies to reach a massive scale while driving massive continued innovation and ubiquity, while others fell into the trap of ever-increasing extraction.
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I hope all gamers and game devs spend a bit of time reading this.
We, Americans (& the West), must rally and work harder than ever before to keep our beloved video game industry alive in this hemisphere. I know the piece focuses on mobile, but we know it’s endemic across all forms of gaming.
The repercussions of not doing so will be catastrophic and we, as both lovers of games and as game devs, have already felt it in the form of 10,000+ jobs lost, cherished IPs dismantled, and franchises & studios alike decimated every year.
I deeply the admire Chinese companies for their tremendous work ethic and innovation. I simply lament that we, as a country, are becoming complacent in an industry we’ve trailblazed for the last 5 decades.
With new technology innovations, we - as the West - should continue to contribute significantly to an industry that is bigger than TV, film, and music combined so that the future generations of this country can both be producers and consumers of interactive entertainment in the future — and not just simply customers.
New: How the US lost its grip on the $121 billion mobile games industry to China. Big data deep dive with @VigneshJourno bloomberg.com/news/features/…
Alice Huang is an operator for Shanghai Century Litong, which is the same parent company of Century Games (Whiteout Survival, Kingshot, & more) that have a US annual revenue of $1bn+ . In 2024, when Trump became president, many Chinese companies did what @amir just reported - reorgs and layers of obfuscation to hide ultimate beneficiary (China). The new “owners” are just a front. Much like My.games’ sale to a single individual based in Cayman Islands, the day after Russian sanctions were announced .
Moreover, Chinese games harvest a dangerous amount of personal data from players who play their game (camera, microphone access, and more).
I’m glad this Nvidia situation has shed significant light on just how underhanded foreign companies are operating in the US and invading the privacy, rights and data of US citizens. cc: @berniemoreno @TimSheehyMT
NEW:
Forget Alice Huang's role at Megaspeed, that's almost a distraction.
The real story is her role at China-based Shanghai Century Litong, which became a "preferred" Nvidia cloud partner in mid-2023 and facilitated >$7.5b in Nvidia chip shipments, incl securing BANNED chips.
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i always wondered how trump got a photo of the autopen. turns out, hes the one who planted it in the oval! 🤣
NEW
The New York Times has obtained the letter President Trump left for President Biden in the Oval Office in 2021.
The letter — which Trump wrote by hand using his signature black Sharpie — is printed in Biden’s forthcoming presidential memoir.
Full Story: nyti.ms/4zbXc6m
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Heavily skewed towards mid-tier FPS shooters selling their data to micro1/mercor - that’s why these don’t end up actually looking as good as COD, or triple AAA games (that run off proprietary engines) and are simply a pain to decrypt. Doable, but not worth the time as AI is good enough to just make it from scratch at this point vs brute forcing COD encryption.
-source: have latest COD decrypted binaries , not worth
Conspiracy theory: I think the big labs have models with no guardrails, and they're using them to reverse-engineer every game and piece of software, then casually dumping the results into training sets.
According to the theory in this video, hundreds of Call of Duty-style shooters may have been recreated from scratch and added to the training data.
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first time playing WoW, i've made 2500 gold ($6000+ FMV) already and technically paid off the Nvidia DGX Spark I used to do it (OpenJev) - hint: warlocks
Curious what else I can do, would love to learn how to flip the auction house if anyone is willing to teach me.
On the daily, I get schooled on how to properly wield AI by wickedly smart 18-20 year olds that I work with 😭
As Dario said, Anthropic chooses to not work on generative art and video. And OpenAI chooses to focuse on tackling math theorems.
What gets disrupted is simply a choice by those who 1. Wield the power (compute) and 2. Have the know-how
Thus, we’re only at the tip of the iceberg in terms of fields that AI has massively impacted (math, physics, art, etc) so far.
When incredibly outspoken, conservative, republican investors invest in deeply Chinese rooted AI startups, only one of the following can be true:
1. The investor is a hypocrite and knowing engages in what they themselves would consider tech treason
2. The investor doesn't do DD
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