327 – Breaking News & Latest Updates 2026
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Jay Peters

Jay Peters

Senior Reporter

Senior Reporter

    More From Jay Peters

    Jay Peters
    Jay Peters
    Roblox hasn’t given up on China.

    The company shut down the Chinese version of its app that was operated by Tencent in early 2022, but Roblox co-founder and CEO David Baszucki says that the company is still working on something for the Chinese market.

    The idea would be that Roblox can “literally print a copy of Roblox in China and bring it to market there” and that Roblox would have less and less data going back and forth between the US and China.

    Jay Peters
    Jay Peters
    Another hint that physical shopping is coming to Roblox.

    David Baszucki, Roblox’s co-founder and CEO, mentioned that while physical shopping is “not yet really announced or promised,” it could be something that brands do within Roblox at some point. But it’s on the roadmap — the company included a goal about physical shopping in its big predictions for the next five years of the company.

    Jay Peters
    Jay Peters
    Roblox is no longer using the term “aging up.”

    The platform is hugely popular with kids, but the company is making a huge push into attracting older players, too. According to David Baszucki, Roblox’s co-founder and CEO, the growth is good enough (33 percent year-over-year with the 17-24 year-old demographic) that the company is ok not saying that they’re trying to age up.

    Jay Peters
    Jay Peters
    AMD Lisa Su on Apple’s claim that the iPhone 15 Pro is “the best game console”: “I don’t know about that.”

    I asked Su if she’s worried about Apple’s recent push to prove that its devices and M series chips are good for triple-A gaming. I get the sense she’s not.

    “We’re gonna continue to push the envelope on the highest performing PCs and consoles’ chips, and I think we’re gonna be pretty good,” she added.

    Jay Peters
    Jay Peters
    “We have the capability of building custom chips.”

    That was Su’s response to Nilay asking if it would be possible. Microsoft and AMD are reportedly working together on an in-house AI chip for Microsoft. Su also confirmed that it would be possible to make AMD chips available to Azure customers in an invisible way — but she suggested asking Microsoft’s CTO Kevin Scott asking that question as well. Fortunately, he’ll be starting Wednesday’s show!

    Jay Peters
    Jay Peters
    “I don’t know that I would call it an earth-shattering geopolitical event.”

    That’s AMD CEO Lisa Su’s take on that Huawei’s 7nm chip, which have raised some questions.

    Jay Peters
    Jay Peters
    AMD’s Lisa Su says that chip supply and demand are in a good place — with perhaps the exception of GPUs for LLM training and inference.

    But Su says the company is putting “a tremendous amount of effort to getting the entire supply chain ramped up.”

    Jay Peters
    Jay Peters
    “I think in this decade, we’re gonna see, in the next handful of years, some very interesting products across all the price ranges.”

    I asked Rivian CEO RJ Scaringe how long it might be until we get to a truly affordable EV, and he thinks it could happen in a not-to-distant future.

    Right now, many EVs are very expensive, and a huge part of the cost is because of the batteries. The company launched its vehicles at the higher end of pricing, and Scaringe says that the company hopes to keep driving down costs over time.

    Jay Peters
    Jay Peters
    Switching to NACS will benefit Rivian too, Scaringe says.

    Rivian CEO RJ Scaringe said that the forthcoming switch to NACS will not only mean that Rivians can charge at Tesla’s Supercharger stations, but Teslas can also charge on Rivian’s own charging network. Hadn’t thought about that — nice perk!

    Jay Peters
    Jay Peters
    A Rivian vehicle without a steering wheel? “That’s not in our roadmap today.”

    CEO RJ Scaringe says that a vehicle without a steering wheel has a “relatively constrained” set of use-cases. It can also create a feeling of “steering anxiety,” which is an incredible term.