Ed Elson of the Professor Galloway Markets podcast joins to discuss Nvidia vs AMD in laptop, Intel’s future, and what will pop the AI Bubble!

00:00 Meeting Ed Elson, being honest and saying it how it is
8:28 Intel’s earnings, AI power/efficiency
24:22 Can America win AI just by spending more
31:09 The AI bubble
40:52 Dotcom bubble vs AI
46:17 Arguments against the AI bubble
51:09 How does the bubble pop
1:05:46 What will happen when it pops
1:18:42 Nvidia’s next pivot

Check out Prof G Markets: https://www.youtube.com/@TheProfGPod
https://futurism.com/artificial-intelligence/aws-outage-amazon-fired-workers-ai
https://www.intc.com/news-events/press-releases/detail/1753/intel-reports-third-quarter-2025-financial-results
https://x.com/mooreslawisdead/status/1981828635104264557
https://www.tipranks.com/news/amd-promises-mi450-will-be-the-best-solution-available-on-the-market-should-nvidia-be-scared
https://www.cnbc.com/2025/08/22/intel-goverment-equity-stake.html
https://www.youtube.com/watch?v=Oeepx2ZLrCA

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Dustin from Last Stand Media joins to discuss the future of PlayStation, XBOX, AMD, and Nvidia!
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0:00 Dustin's Origins & Getting into Podcasting (Intro Banter)
12:34 Third Rails of Tech Journalism
17:37 PS5 Pro's (Bad) Support
30:15 Should Sony mandate 40 FPS VRR or Higher?
43:15 (NEW Leak) PS6 Thoughts & Production Date Confirmation
1:08:25 Sony x AMD & RDNA 5 Design
1:26:19 XBOX Magnus & Microsoft’s Mistakes
1:47:16 Can Microsoft save Game Pass?
1:52:45 Who could replace XBOX in the console race?
2:02:51 Nintendo Switch 2 vs PS6 Portable

Check out Dustin's YouTube Channel: https://www.youtube.com/@DustinCanFly
Check out Sacred Symbols on Last Stand Media: https://www.youtube.com/@LastStand-Media
Recent AMD x Sony Project Amethyst Video: https://youtu.be/1LCMzw-_dMw
Dustin's Critical PS5 Pro video: https://youtu.be/SL3ly5q7qyc?si=nBJz9k-pEfgXuJ7S
XBOX Magnus Leak: https://youtu.be/X_pjrZQDerw
PS6 Orion Leak: https://youtu.be/mmAX6XFQsA8
PS6 Canis Leak: https://youtu.be/x-A3Bl2hXoQ
AMD AT3/4 Medusa Leak: https://youtu.be/K0B08iCFgkk
RDNA 5 Leak: https://youtu.be/uLsykckkoZU
https://x.com/mooreslawisdead/status/1976384591062761590
https://wccftech.com/ps4-pro-support-growing-disappointment/
https://www.reddit.com/r/PS4/comments/6pul2g/is_until_dawns_lack_of_ps_pro_support_indicative/
https://x.com/mooreslawisdead/status/1976384591062761590

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We break down the next generations of Ryzen V-Cache, leak XBOX info, and discuss Intel Ultra 400!
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00:00 Starting new hobbies (intro)
3:01 PlayStation blocks on PC GPUs (Corrections)
5:23 FSR 4 on RDNA 3 & 2 Tested by Hardware Unboxed
20:31 Is it worth it to use upscalers to go from 1080p to 4K in 4K screens
25:14 GPD WIN 5 w/ Strix Halo 395 Fully Tested
36:56 Does anything else use the same CPU chiplets as strix Halo?
39:19 AMD Zen 6 Design Details Reaffirmed, and more!
47:51 Will APUs take over desktop and DIY
52:25 With MDS-1 having 22 cores, what will be the point in Gator Range?
58:23 Between server, consoles, consumer desktop CPU & GPU could AMD supply the market with enough chips? Is the Media Die AMD has being built for RDNA 5, being built on SS 4nm?
1:03:00 Intel Panther Lake Fully Leaked
1:12:50 XBOX Continues to Collapse – Is XBOX Magnus Cancelled?
1:24:27 Magnus price and $1000 XBOX Series X, betting with XBOX
1:27:47 The Game Pass situation was inevitable, has PS6 already won next gen? Boycott
1:30:42 EA Games Bought by Saudi Arabia, Jared Kushner, and other Backers in $55B Deal
1:37:40 Intel Core Ultra X, HUB sales data, AMD fabbing at Intel, PS5 slim revision, Unity (Wrap-Up)
1:45:15 Time to bring expansions back (Final RM)

Links:
https://youtu.be/yB0qmTCzrmI?si=qGxLLYrg9FzfE42v
https://youtu.be/gqB4-DFhauM?si=bWnUsNsVT9KzD27V
https://youtu.be/Lj9AVkOL3b8
https://youtu.be/FVtwDOdmFNI?si=BTXsHsKBzOOSc-ee
https://youtu.be/NPiZBmrj_Aw https://x.com/mooreslawisdead/status/1974216671909855658
https://youtu.be/ExpNObGI124
https://youtu.be/4iP6C7EV4G0
https://www.theverge.com/news/789424/xbox-game-pass-premium-essentials-ultimate-price-increase-changes
https://x.com/Wario64/status/1973423496610124281
https://x.com/mooreslawisdead/status/1973469590480101380
https://x.com/mooreslawisdead/status/1973489939053518982
https://youtu.be/OUPxytMLWzI?si=MNxGs7vNmpvOZiur
https://www.videogameschronicle.com/news/xbox-game-pass-premium-members-will-now-get-new-xbox-games-within-a-year-except-call-of-duty/
https://www.windowscentral.com/gaming/no-xboxs-next-gen-console-hardware-plans-arent-cancelled
https://www.axios.com/2025/09/30/ea-games-saudi-arabia-trump
https://news.ea.com/press-releases/press-releases-details/2025/EA-Announces-Agreement-to-be-Acquired-by-PIF-Silver-Lake-and-Affinity-Partners-for-55-Billion/default.aspx
https://www.gamesradar.com/games/ex-bioware-veteran-says-eas-usd55-billion-buyout-is-likely-going-to-mean-layoffs-and-studio-closures-and-a-dramatic-reduction-in-people-thanks-to-that-looming-usd20-billion-of-debt/
https://www.gamesradar.com/games/mass-effect/ea-goes-usd20-billion-in-debt-as-part-of-its-usd55-billion-buyout-and-the-bioware-fans-whove-already-waited-8-years-for-mass-effect-5-are-terrified-of-how-the-company-might-cut-costs/
Intel Core Ultra X: https://www.techpowerup.com/341543/intel-core-ultra-x-series-reportedly-arriving-with-panther-lake-launch
HUB comes in clutch with GPU sales data for Australia: https://www.youtube.com/watch?v=JlcgAG-C9wo TLDR: https://x.com/treasureh8nter/status/1974408735100489995
AMD fabbing at Intel – a hoax?: https://www.semiaccurate.com/2025/10/03/is-amd-fabbing-at-intel-foundry/
PS5 Slim Revision Adds Liquid Metal Fix: https://wccftech.com/new-playstation-5-cfi-2100-model-addresses-critial-liquid-metal-issue/
Unity security flaw: https://www.theverge.com/news/791609/unity-security-exploit-developers-update-games

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We review GPD Win 5 w/ Zen 5 Strix Halo, get hyped about Zen 6 RDNA 5 APUs, and discuss PS6!
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0:00 History of PC Handhelds & Low-Power Desires
13:26 AMD Zen 5 Strix Halo Analysis
22:53 GPD Win 5 w/ AI Max+ 395 Review
34:38 Windows 11 vs SteamOS
45:22 Zen 6 Medusa will be a "Zen 2 Moment" for APUs
1:01:57 Z3 Extreme Performance
1:07:57 ROG XBOX Ally X Analysis
1:17:06 PlayStation 6 Handheld
1:25:16 PS6 handheld vs PS5 power, Series S holding back
1:32:29 Why did Intel Lunar Lake Handhelds fail?
1:43:21 Intel x Nvidia Partnership
1:54:28 Rising Handheld Prices, Steam Deck 2 LITE, Future of Laptops (Final RM)

Last Episode The Phawx was on: https://youtu.be/5tah4ALPgOk
PhawX Halo Handheld Testing: https://youtu.be/vuQelz8q7Iw?si=TZgOzF1LfiuE1vOd
https://x.com/mooreslawisdead/status/1958424678743089500
https://gpdstore.net/product/gpd-win-5/?srsltid=AfmBOooL_eemJRc-olQqEcQ0tZVQDvM49fmvVduAM618tKI9nQRf7dBK

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This episode is brought to you by CDKeyOffer.com – use offercode Broken Silicon to get Win11 Pro for $23, and then it is also brought to you by ZipRecruiter – click the link below to show support for FREE!

0:00 Sponsors & The end of Beer Reader Mail (Intro Banter)
5:12 RTX 5090 Effective Bandwidth (Corrections)
6:52 (NEW Leak) NVIDIA Unveils Rubin CPX – is it the RTX 6090?
18:47 How would an AI Crash affect Nvidia?
22:43 Nvidia to Make Future Intel iGPU Tiles
34:18 Will Nvidia end up buying Intel? Is N1X Dead?
43:21 Battlemage B770 Launch Details Leaked
55:16 Full PS6 Specs Leaked - We did NOT say it was a 5090 lol
1:06:08 Will Next-Gen Ray Tracing Kill XBOX Series S?
1:13:11 Microsoft Raises XBOX Pricing AGAIN
1:21:16 Is ROG XBOX Ally X a Beta for a "Gaming Windows OS"?
1:24:57 FSR 4 Works on RDNA 2?!
1:36:26 Borderlands 4 has Massive Technical Issues on All Platforms
1:45:41 Switch 2 Key Cards, RX 7700 16GB, Nvidia Leak Confirmed(Wrap-Up)
1:54:46 Intel Instability, MLID Wiki, YouTube Algorithm (Final RM)

Links:
https://nvidianews.nvidia.com/news/nvidia-unveils-rubin-cpx-a-new-class-of-gpu-designed-for-massive-context-inference
https://youtu.be/zBAxiQi2nPc?si=TeX2na084Tc908jj
https://nvidianews.nvidia.com/news/nvidia-and-intel-to-develop-ai-infrastructure-and-personal-computing-products
https://youtu.be/h9BdITGw9pY
https://youtu.be/mmAX6XFQsA8 https://youtu.be/BO7jZFz97Tg
https://www.theverge.com/news/782079/microsoft-xbox-console-price-increase-us
https://support.xbox.com/en-US/help/hardware-network/console/may-2025-pricing-updates
https://www.reddit.com/r/SteamDeck/comments/1nk5bvq/fsr4_is_100_worth_using_on_steam_deck/
https://www.notebookcheck.net/FSR-4-now-runs-on-Steam-Deck-and-delivers-massive-image-quality-boost-in-supported-games.1117010.0.html
https://www.techspot.com/news/109495-amd-fsr-4-leak-modders-unlock-upscaling-tech.html
https://youtu.be/kRWW6qwjFBA?si=X6IHVL_kqsV6eZRm
https://www.pcgamer.com/hardware/i-fixed-borderlands-4s-stuttering-issue-by-upping-my-shader-cache-size-to-100-gb-which-feels-like-something-i-shouldnt-have-to-do-in-a-well-optimised-game/
https://www.techpowerup.com/review/borderlands-4-performance-benchmark/
https://youtu.be/11XZL0VinHY?si=InoMQlFUJQ7AWFCp
https://youtu.be/CMkukKv-C-E?si=WIaE5oGtqOCpq3iq
https://www.techspot.com/review/3033-borderlands-4-benchmark/
https://www.tomshardware.com/video-games/nintendo/star-wars-outlaws-developer-explains-that-nintendo-switch-2-game-cards-are-too-slow-for-a-physical-game-release-snowdrop-game-engine-uses-disk-data-streaming-to-render-the-game-world
GPD Win 5 Review: https://youtu.be/vuQelz8q7Iw?si=mdEqNrLsHDirQHCV
RX 7700 16GB Silently Announced: https://www.techpowerup.com/341166/asrock-launches-radeon-rx-7700-challenger-graphics-cards-with-16-gb-memory
Another MLID Leak Confirmed: https://www.techpowerup.com/341165/nvidia-confirms-n1-laptop-processor-is-a-variant-of-gb10-grace-blackwell-superchip
Nvidia banned from China by China: https://www.cnbc.com/2025/09/17/nvidia-ceo-disappointed-after-reports-china-has-banned-its-ai-chips.html
Intel not on 2nm TSMC Customer list: https://www.techpowerup.com/341044/tsmcs-first-2-nm-node-customers-are-apple-amd-nvidia-and-mediatek-intel-missing
Raptor Lake legacy affects BL4: https://www.pcguide.com/news/intel-13th-14th-gen-cpu-instability-is-another-reason-why-borderlands-4-might-slowdown-or-crash-says-gearbox/

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A game dev joins to discuss PlayStation 6 Handheld Specs, XBOX Magnus, and Next-Gen GeForce!
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0:00 Bryan's Game Development History
4:53 Bryan is making a Game! (Radiant Starlets)
8:55 Borderlands 4 & UE5 Performance Analysis
43:38 PlayStation 6 Specs Analysis
1:11:59 What will XBOX Magnus & PS6 be capable of?
1:32:57 Comparing PS4-PS5 to PS5-PS6
1:40:09 (Cool ways) AI could be used Next-Gen
1:49:07 AMD RDNA 5 & RADEON's Upcoming Chiplet Revolution
2:04:37 Nvidia CPU Overhead and GeForce Mindshare
2:19:04 How well will 16GB GPUs age in the PS6 Era?
2:33:59 Will Next-Gen Consoles rely on Frame Gen?
2:39:02 XBOX Hopes & Fears

Support Radiant Starlets: https://www.kickstarter.com/projects/busterxbuster/radiant-starlets
Last time Bryan was on: https://youtu.be/G0ET6qpfrFg
Bryan's Twitter Account: https://x.com/bryanheemskerk
BL4 TPU Performance: https://www.techpowerup.com/review/borderlands-4-performance-benchmark/
HUB Borderlands Bench: https://youtu.be/dfaN3emhChQ?si=8zcz4_IywiZBVVhh
Bryan's LinkedIn: https://www.linkedin.com/in/bryan-heemskerk-a111b351/
PS6 Orion: https://youtu.be/mmAX6XFQsA8?si=8AWKdalV8DhxsJV9
PS6 Canis: https://youtu.be/x-A3Bl2hXoQ?si=It9qgEIQS26VHHob
RDNA 5 APUs & XBOX Magnus: https://youtu.be/K0B08iCFgkk?si=oVVhB6gydO7uz-w0
RDNA 5: https://youtu.be/uLsykckkoZU?si=ahaBQzLptki1quyK
Intel Nova Lake: https://youtu.be/sqnjiEOHx78?si=WgRJ2NAiNiA_ceJJ
RTX 50 SUPER: https://youtu.be/9ii4qrzfV5w?si=q08HhgOKkBaGcDeB
https://twistedvoxel.com/rog-xbox-ally-handhelds-price-revealed/
https://steamcommunity.com/app/49520/discussions/0/864972399895861423/
https://www.facebook.com/OpenSurpriseYT/posts/street-fighter-6-graphics-on-nintendo-switch-2-vs-xbox-series-sx-vs-ps5-comparis/1198294372308234/
https://www.amd.com/en/products/graphics/desktops/radeon/7000-series/amd-radeon-rx-7900xtx.html
Infinity Ward Dev Episode: https://youtu.be/tmfHxJT1I3I
https://www.pcgamer.com/gaming-industry/president-of-xbox-at-microsoft-asked-about-the-closure-of-hi-fi-rush-developer-tango-gameworks-spends-close-to-a-minute-saying-almost-nothing/

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Panther Lake is having major issues…and we discuss the latest RADEON, GeForce, and PlayStation news!
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0:00 What do we look like today (intro)
3:35 Corrections
6:12 RX 9070 GRE 16GB Leaked
13:35 AMD co-brand naming
20:06 Nvidia RTX 50 SUPER Series Fully Leaked
28:58 50 SUPER lineup is what it should have been from the start
34:42 RTX 5090 Vs 4090 is due to driver overhead?
39:26 Nvidia Reducing 5060 / 5060 Ti 8GB Supply
46:28 FSR 4 on RDNA 3 Update
52:12 PS6 Handheld Fully Leaked
1:04:37 “Old school” pricing, streaming marketing failed, Canis refresh, PS6 NPU
1:09:57 Intel “Pathetic Lake” Leak
1:22:09 Panther Lake, Intel APO, Legio Go 2, 9500F Budget CPU, Sapphire mb, MI500, GAIN AI Act, Nvidia Pro, Nintendo (Wrap up)
1:36:20 Budget CPU, government investment in Intel, CES 2026 (Final RMs)

Links:
https://www.youtube.com/live/HEdT4lCvWaY?t=154&si=T9hRWkOBpHA-hWIA
https://www.pcgamesn.com/amd/radeon-rx-9070-gre-16gb-rumor
https://www.youtube.com/watch?v=9ii4qrzfV5w
https://www.techpowerup.com/340577/nvidia-allegedly-reducing-supply-of-rtx-5060-5060-ti-8-gb-cards-to-partners
https://www.youtube.com/live/HEdT4lCvWaY?t=440&si=Ydmg14mj_zUVV2p-
https://youtu.be/x-A3Bl2hXoQ
https://www.techpowerup.com/340638/intel-panther-lake-processor-spotted-in-acer-swift-16-ai-laptop
https://www.techpowerup.com/340749/intel-brings-more-apo-tuned-games-to-arrow-lake-with-up-to-14-fps-increase
https://www.theverge.com/news/769776/legion-go-2-official-lenovo-new-flagship-handheld-cost
https://www.tomshardware.com/pc-components/cpus/amd-launches-ryzen-5-9500f-claiming-up-to-24-percent-faster-than-ryzen-5-7500f-in-gaming-zen-5-chip-launches-as-a-china-exclusive-for-now
https://x.com/SapphireTech/status/1961053704125063350
https://www.techpowerup.com/340598/amd-instinct-mi500-ual256-mega-pod-to-scale-up-to-256-gpus-64-verano-cpus
https://www.pcmag.com/news/congress-considers-forcing-nvidia-to-sell-leading-gpus-to-americans-first
https://www.techpowerup.com/340754/nvidia-geforce-rtx-5090-and-rtx-6000-pro-plagued-by-the-virtualization-reset-bug
https://mynintendonews.com/2025/09/03/bloomberg-nintendo-repeatedly-pushed-back-switch-2-launch-for-developers/

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Steve from Hardware Unboxed joins to discuss the future of RADEON, GeForce, and CPU competition!
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00:00 Frustrations with Benchmarking, DLSS 4 vs FSR 4
17:21 Nvidia CPU Overhead in BF6 & Low-Resolution CPU Testing
40:21 Can you even recommend Nvidia for Battlefield 6?
44:21 Is the RTX 6090 Pre-Bottlenecked?
55:32 AMD RDNA 5 solves Low-End VRAM, RTX 6060 VRAM Capacity
1:17:07 Behind-The-Scenes RDNA 4 Stories, Nvidia Software Issues
1:38:49 What should RDNA 5 be named?
1:46:50 Zen 5 vs Arrow Lake Post-Mortem
1:53:38 Zen 7 is Planned for AM5 – CONFIRMED!
2:11:03 Intel Nova Lake – How can it win back gamers?
2:19:54 Zen 6 gets 24 Cores – Long overdue?
2:29:44 Nova Lake gets 52 Cores - Too many?
2:38:05 What’s the “next big thing” in Gaming Tech?

Last Time Steve was on: https://youtu.be/36Av5pvgYX0?si=sHzCo4mG0K_zG7Dj
Check out HUB!!! https://www.youtube.com/channel/UCI8iQa1hv7oV_Z8D35vVuSg
HUB BF6 Testing: https://youtu.be/pbdPNxe7O_I?si=vh-kCoogg3O1-Xm4
HUB Core Scaling: https://youtu.be/AR9V8RTvVcM?si=qx64QGfmQfWDyKf1
HUB Ryzen X3D Burnout Video: https://youtu.be/8UdTQbcduio?si=whi4qX2QKuxQENqa
https://frame.work/products/laptop16-diy-amd-ai300/configuration/new
https://frame.work/products/laptop16-graphics-module-nvidia-geforce-rtx-5070
https://www.eurogamer.net/digitalfoundry-2021-age-of-empires-4-an-excellent-rts-but-tech-problems-need-addressing

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