Valve's Platform Strategy and OEM Opportunities

We break down Steam Frame & Machine Strategy against XBOX & PS6, and leak Grimlock details!
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00:00 Knee Injuries & Aquascaping (Intro Banter)
4:55 NPUs & RTX 3050 6GB Usefulness (Corrections)
11:12 Valve Announces Steam Machine to Massive Fanfare!
24:00 Are More OEM Steam Machines Coming?
29:14 Steam Machine is NOT an XBOX (And that's a Problem for MS)
43:39 Steam Frame & Valve's New Controller
56:49 Nvidia RTX 50 SUPER Allegedly Delayed to Q3 2026
1:05:21 AMD Zen 7 Grimlock Specs Leaked
1:08:50 (NEW Leak) Grimlock Halo Performance Whispers
1:22:07 AMD Officially Confirms Zen 6, Zen 7, and RDNA 5 Details!
1:31:36 Is the AI Bubble already Popping?
1:41:15 DGX Gaming, Intel, Ryzen 5 9500F, PlayStation Cross-Buy (Wrap-Up)

Links:

https://youtu.be/OmKrKTwtukE https://youtu.be/356rZ8IBCps https://youtu.be/yLrr-nu1uRM
https://youtu.be/sJI3qTb2ze8 https://youtu.be/klyGYcgtDUU https://gamingbolt.com/cyberpunk-2077-runs-in-upscaled-1440p-60-fps-on-steam-machine-performance-is-reportedly-near-ps5 https://x.com/mooreslawisdead/status/1990214361026003401 https://x.com/mooreslawisdead/status/1988432610951852284 https://youtu.be/6c4PQhJMfRk?si=wa9xZ5Vt3fgrsZbX
https://youtu.be/356rZ8IBCps https://youtu.be/dU3ru09HTng
https://www.techpowerup.com/342778/nvidias-partners-reportedly-lack-final-geforce-rtx-50-series-super-specifications
https://youtu.be/B_mJQnNZl7k
https://www.youtube.com/live/qRnZAQZLPeI?si=klZHJrK0uFRkDLth
https://www.techpowerup.com/342625/amd-reports-record-q3-2025-revenue-of-usd-9-2-billion
https://ir.amd.com/news-events/financial-analyst-day
https://www.extremetech.com/computing/companies-are-quietly-rehiring-the-workers-they-replaced-with-ai
https://www.businessinsider.com/michael-burry-ai-stocks-nvidia-meta-oracle-hyperscalers-jim-chanos-2025-11
https://stocktwits.com/news-articles/markets/equity/michael-burry-fires-back-at-palantir-ceo-alex-karp-over-ai-short-jab/cLPc4HGREcZ
https://edition.cnn.com/2025/11/06/tech/openai-backtracks-government-support-chip-investments
DGX very bad at gaming: https://www.techspot.com/news/110177-nvidia-dgx-spark-can-run-cyberpunk-2077-but.html
Intel Confirms AVX10.2 & APX for Nova Lake: https://www.techpowerup.com/342881/intel-officially-confirms-avx10-2-and-apx-support-in-nova-lake
AMD 9500F Reviewed: https://www.techspot.com/review/3051-amd-ryzen-9500f/
FSR Redstone Launches w/ BO7: https://x.com/AMDGaming/status/1989007091890004337
Didn’t realize that PS5 Mining GPU launched: https://www.techspot.com/news/110191-120-ps5-apu-based-cryptomining-board-can-run.html
Horizon MMO?: https://www.techpowerup.com/342877/sonys-horizon-series-is-getting-an-mmo
New Cheaper PS5 for Japan: https://x.com/eTeknix/status/1988532243204051203
Sony Planning Cross-Buy Feature: https://www.techpowerup.com/342671/sony-plans-cross-buy-feature-to-unify-game-library-across-pc-and-playstation
Valve Explains waiting for SD2: https://www.ign.com/articles/valve-says-it-has-a-pretty-good-idea-of-what-steam-deck-2-is-going-to-be-explains-why-its-holding-off-for-now

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