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Techmeme Ride Home

Westworld For Real

21 min episode · 2 min read

Episode

21 min

Read time

2 min

Topics

Productivity, Fundraising & VC, Leadership

AI-Generated Summary

Key Takeaways

  • NVIDIA Revenue Trajectory: Jensen Huang publicly projected $1 trillion in cumulative orders for Blackwell and Vera Rubin chips through 2027, doubling the $500 billion figure from just one year prior. Rubin chips outperform Blackwell by 3.5x on training and 5x on inference, reaching 50 petaflops, with production ramping in the second half of 2026.
  • AI Graphics Backlash: NVIDIA's DLSS 5 announcement, which uses real-time neural rendering to add photorealistic lighting and materials at up to 4K, triggered immediate negative reactions across Reddit and social media. Gamers labeled it "AI slop," forcing NVIDIA to clarify within hours that developers retain full artistic control over the technology's visual effects.
  • OpenAI Strategy Pivot: OpenAI is deprioritizing broad product bets like Sora video generation and hardware devices to refocus on coding tools and enterprise customers. The shift is a direct response to Anthropic's dominance in business AI via Claude Code. Leadership acknowledged that scattered compute allocation and unclear strategic direction weakened execution throughout 2025.
  • Foldable Phone Market Signal: Samsung discontinued its $2,899 Galaxy Z Tri-Fold in South Korea and the US after just three months, never expanding beyond direct Samsung sales channels. The device's failure reinforces that foldable phones above $1,500 remain niche products, and the format's viability at scale likely depends on whether Apple enters the category.
  • Disney Robot Deployment Method: Disney trained its Olaf robot using 100,000 simultaneous virtual simulations on a single NVIDIA RTX 4090 GPU, completing training in two days via reinforcement learning. The simulation rewarded movement patterns that avoided joint overheating and noise. This simulation-first pipeline reduces robot development time from years to months, enabling Disney to scale characters across entire park lands.

What It Covers

NVIDIA's GTC 2026 conference dominates headlines with Jensen Huang projecting $1 trillion in chip orders through 2027, while Samsung quietly kills its tri-fold phone, OpenAI pivots toward enterprise and coding, Amazon launches one-hour delivery, and Disney deploys its first AI-trained animated robot character at theme parks.

Key Questions Answered

  • NVIDIA Revenue Trajectory: Jensen Huang publicly projected $1 trillion in cumulative orders for Blackwell and Vera Rubin chips through 2027, doubling the $500 billion figure from just one year prior. Rubin chips outperform Blackwell by 3.5x on training and 5x on inference, reaching 50 petaflops, with production ramping in the second half of 2026.
  • AI Graphics Backlash: NVIDIA's DLSS 5 announcement, which uses real-time neural rendering to add photorealistic lighting and materials at up to 4K, triggered immediate negative reactions across Reddit and social media. Gamers labeled it "AI slop," forcing NVIDIA to clarify within hours that developers retain full artistic control over the technology's visual effects.
  • OpenAI Strategy Pivot: OpenAI is deprioritizing broad product bets like Sora video generation and hardware devices to refocus on coding tools and enterprise customers. The shift is a direct response to Anthropic's dominance in business AI via Claude Code. Leadership acknowledged that scattered compute allocation and unclear strategic direction weakened execution throughout 2025.
  • Foldable Phone Market Signal: Samsung discontinued its $2,899 Galaxy Z Tri-Fold in South Korea and the US after just three months, never expanding beyond direct Samsung sales channels. The device's failure reinforces that foldable phones above $1,500 remain niche products, and the format's viability at scale likely depends on whether Apple enters the category.
  • Disney Robot Deployment Method: Disney trained its Olaf robot using 100,000 simultaneous virtual simulations on a single NVIDIA RTX 4090 GPU, completing training in two days via reinforcement learning. The simulation rewarded movement patterns that avoided joint overheating and noise. This simulation-first pipeline reduces robot development time from years to months, enabling Disney to scale characters across entire park lands.

Notable Moment

Disney's Olaf robot is operated via a Steam Deck controller, with one joystick handling movement and a touchpad cycling through prerecorded voice responses. Despite its sophisticated 25-articulator build and three onboard computers, the character cannot see guests or hold genuine conversations — the illusion of life runs entirely on human remote control.

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Episode Transcript

Welcome to the tech we write home for Tuesday, 03/17/2026. I'm Brian McCullough. Today, all the headlines from NVIDIA's big event yesterday, can Apple make fetch happen with foldable phones? Because nobody else seems to be able to do it. One hour deliveries is the new screw it, we're doing five razor blades and the robots are really coming to Disney theme parks right now. Here's what you missed today in the world of tech. Nvidia held a big event yesterday and announced a whole bunch of things. For example, the Nvidia GRAC three LPX, an inference server rack featuring 256 GRAC three LPUs, a a 125 gigabytes of SRAM, and 40 Pbps of SRAM bandwidth available in the second half of this year. Also, Nemo Claw, which combines the Open Claw agent platform with components of NVIDIA's agent toolkit to add privacy and security controls, also a liquid cooled server rack with 256 Verus CPUs, each of which features 88 custom Olympus cores, blah blah blah blah blah blah blah. Then there was this. Just months after announcing DLSS 4.5 at CES, NVIDIA has unveiled its next major upscaling technology for graphics, the DLSS five. The company is doubling down on AI for this next iteration claiming DLSS five, quote, infuses pixels with photoreal lighting and materials using a real time neural rendering model when it arrives this fall. Quoting and gadget. So what does this mean in practice? In an on stage demo at NVIDIA's GTC twenty twenty six keynote, CEO Jensen Huang showed off the technology with Resident Evil Requiem, Hogwarts Legacy, and Starfield. DLSS five adds a noticeable amount of detail to a character's hair and skin tone, but it also appears it's being compared to those games without any DLSS features turned on. It's unclear how much of a difference it makes compared to DLSS 4.5 with path tracing and all of its features turned on. DLSS five takes a game's color and motion vectors for each frame as input and uses an AI model to infuse the scene with photo real lighting and materials that are anchored to source three d content and consistent from frame to frame, NVIDIA said in a blog post. The company also notes that the technology runs in real time and it works at up to four k, end quote. But, quoting Engadget, you can sum up the gamer response to Nvidia's DLSS five announcement with the ever relevant follow-up four meme. Everyone disliked that. Across social media and Reddit last night, I couldn't find anyone who's genuinely positive about the potential for DLSS five, which uses AI to add photorealistic lighting and materials to in game models and environments. Instead, it's mostly complaints about the feature being another avenue for AI slop. And you know what? I agree. It's not unusual to see gamers being reflexively angry about new technology on the Internet especially when it's being pitched by NVIDIA as the biggest breakthrough in computer graphics since …

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Books, tools, and gear mentioned in this episode

SignalCast may earn commission on purchases via these links. As an Amazon Associate, SignalCast earns from qualifying purchases.

Tools

  • by 1Password

    SPONSORS: 1Password at https://1password.com/ride
  • by NVIDIA

    NVIDIA's DLSS 5 announcement, which uses real-time neural rendering to add photorealistic lighting and materials at up to 4K, triggered immediate negative reactions across Reddit and social media.

Gear

  • by Valve

    Disney's Olaf robot is operated via a Steam Deck controller, with one joystick handling movement and a touchpad cycling through prerecorded voice responses.
  • by NVIDIA

    Jensen Huang publicly projected $1 trillion in cumulative orders for Blackwell and Vera Rubin chips through 2027, doubling the $500 billion figure from just one year prior.
  • by NVIDIA

    Disney trained its Olaf robot using 100,000 simultaneous virtual simulations on a single NVIDIA RTX 4090 GPU, completing training in two days via reinforcement learning.
  • by NVIDIA

    Rubin chips outperform Blackwell by 3.5x on training and 5x on inference, reaching 50 petaflops, with production ramping in the second half of 2026.

Products

  • by Samsung

    Samsung discontinued its $2,899 Galaxy Z Tri-Fold in South Korea and the US after just three months, never expanding beyond direct Samsung sales channels.

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