A look at Nvidia’s issues, including crypto mining demand drying up and GPUs flooding secondary markets, and opportunities, including gaming and data centers (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
A look at Nvidia’s issues, including crypto mining demand drying up and GPUs flooding secondary markets, and opportunities, including gaming and data centers  —  Nvidia investors have been in the valley before:  —  This chart, though, is not from the last two years, but rather from the beginning …

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Review of the AMD Radeon RX 7900 XTX and XT: the XTX beats the Nvidia RTX 4080 for $200 less, except in power efficiency and ray tracing, and the XT comes close (Andrew Cunningham/Ars Technica)

Andrew Cunningham / Ars Technica:
Review of the AMD Radeon RX 7900 XTX and XT: the XTX beats the Nvidia RTX 4080 for $200 less, except in power efficiency and ray tracing, and the XT comes close  —  New $899 and $999 GPUs maintain the status quo in the Nvidia-AMD rivalry.  —  Nvidia’s RTX 4080 and 4090 GPUs are amazing performers.

A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition  —  The first video game was a 1952 research product called OXO — tic-tac-toe played on a computer the size of a large room:

A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition  —  The first video game was a 1952 research product called OXO — tic-tac-toe played on a computer the size of a large room:

Debunking five myths that may be sinking Meta’s stock, including claims of Facebook users deserting, Instagram engagement falling, and TikTok dominating (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Debunking five myths that may be sinking Meta’s stock, including claims of Facebook users deserting, Instagram engagement falling, and TikTok dominating  —  What happened to Meta last week — and my response to it — expressed in meme-form:  —  In 2018, the market was panicking …

A look at the implications of OpenAI’s ChatGPT, which has experienced an explosion of interest and led to questions about AI’s impending impact on society (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
A look at the implications of OpenAI’s ChatGPT, which has experienced an explosion of interest and led to questions about AI’s impending impact on society  —  It happened to be Wednesday night when my daughter, in the midst of preparing for “The Trial of Napoleon” for her European history class …

Nvidia announces the RTX 4080 and RTX 4090 GPUs; the RTX 4090 is 2-4x faster than the 3090 Ti, comes with 24GB GDDR6X memory, and arrives October 12 for $1,600 (Tom Warren/The Verge)

Tom Warren / The Verge:
Nvidia announces the RTX 4080 and RTX 4090 GPUs; the RTX 4090 is 2-4x faster than the 3090 Ti, comes with 24GB GDDR6X memory, and arrives October 12 for $1,600  —  Nvidia is officially announcing its RTX 40-series GPUs today.  After months of rumors and some recent teasing from Nvidia, the RTX 4090 and RTX 4080 are now both official.