Intel Arc hits 1%, Micron kills Crucial, OpenAI declares "Code Red" + more!

Duration: 09:20

Timestamps:

0:00 c'mon don't be like that

0:11 Intel Arc GPUs hit 1% market share

1:41 Micron kills Crucial memory

3:50 OpenAI declares 'Code Red' to beat Gemini

5:24 QUICK BITS INTRO

5:30 India changes its mind on the app thing

6:09 Samsung Galaxy Z Trifold

6:48 New York requires surveillance pricing disclosure

7:25 Android 16 AI notification summaries

8:12 EngineAI T800 vs Unitree H1

NEWS SOURCES:

MAINS

BETWEEN A ROCK AND A HARD PRICE

Latest GPU market analysis shows Nvidia losing ground to AMD, and Intel cracks the 1% share milestone for the first time, BUT Nvidia is still way ahead

https://www.techspot.com/news/110464-nvidia-dominates-discrete-gpu-market-92-share-despite.html

https://www.pcgamer.com/hardware/graphics-cards/great-news-for-intel-it-now-owns-fully-1-percent-of-the-gaming-gpu-market/

Original Jon Peddie Research

https://www.jonpeddie.com/news/global-add-in-board-market-8-8-billion-in-q325-with-a-cagr-of-0-7-to-2029/

https://www.reddit.com/media?url=https%3A%2F%2Fi.redd.it%2Fkpqtpzo160t91.png

GPU prices may climb and so might CPU prices: Sources confirm planned AMD price increases for midnight tonight (Dec 1st?)

https://overclock3d.net/news/cpu_mainboard/amd-price-increases-confirmed-for-midnight-tonight/

https://www.pcguide.com/news/amd-could-raise-gpu-prices-by-up-to-40-says-rumor-16gb-models-are-to-be-affected-the-most/

GPU prices are threatening to climb, but at least tariffs won't make it worse as the 25% import tax on Chinese-made electronics is suspended once again

https://www.tomshardware.com/pc-components/gpus/gpu-prices-are-threatening-to-climb-but-at-least-tariffs-wont-make-it-worse-25-percent-import-tax-on-chinese-made-electronics-suspended-once-again

https://ustr.gov/about/policy-offices/press-office/press-releases/2025/november/ustr-extends-exclusions-china-section-301-tariffs-related-forced-technology-transfer-investigation

Redditor receives rocks instead of $1200 RTX 5080 GPU, Best Buy investigation finds no issue

https://videocardz.com/newz/redditor-receives-rocks-instead-of-1200-rtx-5080-gpu-best-buy-investigation-finds-no-issue

Reddit

https://www.reddit.com/r/pcmasterrace/comments/1pcuwzp/received_rocks_in_place_of_asus_tuf_5080_from/

RAM-A-LAMA-DING-DONG

Micron to exit consumer memory business amid global supply shortage

https://www.reuters.com/business/micron-exit-crucial-consumer-memory-business-2025-12-03/

The memory market is such a mess right now that Samsung is negotiating with itself over DRAM contracts

https://www.pcgamer.com/hardware/memory/the-memory-market-is-so-screwed-right-now-that-samsung-is-negotiating-with-err-samsung-over-dram-contracts/

Korean reporting

https://m.sedaily.com/NewsView/2H1K8OF01L

Memory crisis and sky-high DRAM prices could run past 2028 as Samsung and SK Hynix opt to 'minimize the risk of oversupply'

https://wccftech.com/tscwo-of-the-biggest-dram-suppliers-are-skeptical-about-increasing-production/

https://www.pcgamer.com/hardware/memory/memory-crisis-and-sky-high-dram-prices-could-run-past-2028-as-samsung-and-sk-hynix-opt-to-minimize-the-risk-of-oversupply/

Korean reporting

https://www.hankyung.com/article/2025120168881

AI CARAMBA!

OpenAI declares ‘Code Red’ as Google’s Gemini AI outpaces ChatGPT in industry benchmarks

https://arstechnica.com/ai/2025/12/openai-ceo-declares-code-red-as-gemini-gains-200-million-users-in-3-months/

Original reporting

http://wsj.com/tech/ai/openais-altman-declares-code-red-to-improve-chatgpt-as-google-threatens-ai-lead-7faf5ea6

Because Gemini is SO good, it does stuff like this:

Google Discover is testing AI-generated headlines and they aren't good

https://www.androidauthority.com/google-discover-ai-headlines-3621603/

https://www.theverge.com/ai-artificial-intelligence/835839/google-discover-ai-headlines-clickbait-nonsense

Original BG3 article: https://www.pcgamer.com/games/baldurs-gate/child-labor-is-unbeatable-baldurs-gate-3-players-discover-how-to-build-an-army-of-unkillable-kids-through-the-power-of-polymorph-and-german-media-laws/

https://www.cnet.com/tech/openai-isnt-working-on-gpt-5-yet-ceo-sam-altman-says/ <- SAM LOOKING HOT IN A CREW NECK

But at least it’s not Grok, which did the calculations on the cost of a second Holocaust vs. harming Elon Musk–it saved Musk.

https://www.engadget.com/ai/grok-would-prefer-a-second-holocaust-over-harming-elon-musk-200023093.html?src=rss

Tweet (now deleted) https://archive.ph/5Chp0

QUICK BITS

BEST-LAID PHONE PLANS

India’s government backs down after Apple refuses order to preinstall app

https://www.theverge.com/news/837209/india-sanchar-saathi-app-requirement-dropped

https://www.reuters.com/sustainability/boards-policy-regulation/apple-resist-india-order-preload-state-run-app-political-outcry-builds-2025-12-02/

India’s previous plan to verify and record every smartphone in circulation

https://www.theregister.com/2025/12/02/india_mandatory_sanchar_saathi_app/

https://techcrunch.com/2025/12/02/india-plans-to-verify-and-record-every-smartphone-in-circulation/

https://techcrunch.com/2025/12/03/after-intense-backlash-india-pulls-mandate-to-pre-install-government-app-on-smartphones/

KNOW WHEN TO FOLD EM

Samsung launches its first multi-folding phone as competition from Chinese brands intensifies

https://www.cnbc.com/2025/12/02/samsung-galaxy-z-trifold-first-multi-folding-phone-smartphone-competition-chinese-brands-huawei-apple.html

https://youtu.be/gubNCDuSJs8

Samsung

https://news.samsung.com/global/introducing-galaxy-z-trifold-the-shape-of-whats-next-in-mobile-innovation

IF YOUR DATA MAKES IT THERE, IT’LL BE EVERYWHERE

New York now requires retailers to admit when prices come from your personal data

https://www.techspot.com/news/110447-online-shoppers-new-york-seeing-new-warning-price.html

Original

https://www.nytimes.com/2025/11/29/nyregion/personalized-surveillance-pricing-ai-new-york.html

SUPER SWEET 16

Android 16 adds AI notification summaries, new customization options, and more

https://techcrunch.com/2025/12/02/android-16-adds-ai-notification-summaries-new-customization-options-and-more/

Google’s doing AI notification summaries and that was a bit of a disaster for Apple

https://www.theguardian.com/technology/2025/jan/17/apple-suspends-ai-generated-news-alert-service-after-bbc-complaint

Google announcement

https://blog.google/products/android/android-16-december/

The Google Home app won’t let you “Call Home” anymore

https://www.pcworld.com/article/2999300/the-google-home-app-wont-let-you-call-home-anymore.html

Reddit

https://www.reddit.com/r/googlehome/comments/1p6qoax/update_disabled_ability_to_call_device/

ROCK’EM SOCK’EM ROBOTS

EngineAI unveils the T800, their latest full-sized humanoid robot

https://www.youtube.com/watch?v=FGcQqyCaG5s

EDITOR

00:00-00:02 the robot kicks down a saloon door

00:30-00:35 kicks + Real Steal training with a dude

02:15-02:20 hanging out, happy vibes, with a kid

Unitree answers with a video of their new 1.8m robot beating up the G1, looks like beating a child

https://www.youtube.com/watch?v=kjJeQZECPcQ

EDITOR

00:00-00:22 various clips of the big robot beating up a child-sized robot, with slo-mo replays!