Jay Peters
Here’s how AMD CEO Lisa Su thinks about competing with Apple.
She doesn’t seem too worried.
Jay Peters
Senior Reporter
Senior Reporter
More From Jay Peters
Jay Peters
Here’s what it’s like to use Google’s amazing next-generation video chat technology.
Myself and some of my colleagues got to try Project Starline at Code 2023, and you can just watch us react to it. For me, Starline was just as cool as it was last year.
Jay Peters
Warner Music Group’s CEO says we might see AI prompt-generated music really soon.
Robert Kyncl estimates that within the next year, you’ll see lots of evolution in AI technologies and music. “You have to embrace technology,” he said.
Jay Peters
I asked David Baszucki about the potential of interoperability between different virtual worlds platforms.
The short answer seems to be no. But in his response, he talked a lot about file formats and how they might differ for things like a pair of virtual shoes and wheels that fall off a virtual car. That might make any interchangeability would be a tricky problem to solve; companies like Roblox, Meta, and Epic Games would have to agree on file formats that could sync across systems. My sense is they might be reticent to do that right now.
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
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
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
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.
(I recommend reading the IGN interview where Apple made that claim, by the way. It’s by Verge alum Taylor Lyles!)
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
“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.
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