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Francis Sideco

Oct 23, 2026

8:24
So, Francis, it's really a messaging and positioning question, is that what does NVIDIA have to do from a messaging standpoint to comprehend all the goodness that this debut of these RTX units personifying? I do believe, I have no reason to argue with Marco's data, but what do you think NVIDIA's messaging to do has to be?
8:49
Well, I think they have to align the design parameters of how they design Spark with their marketing, right? You have to reach...
8:58
This is a device that was designed for specific workloads and for a specific target audience.
9:07
And Marco's data shows that extremely well.
9:12
So if you're a general purpose person who needs to just kind of work on... you know, basic emails, web browsing, spreadsheets.
9:23
This is not the device for you.
9:25
Okay.

11 MINS LATER

20:36
What do you think?
5:32
Francis, do you think Apple is smart to kind of group all these products together and hold a standalone event for smart home? Is it as an exciting enough category to sort of, you know, put on such a big show?
5:47
Yeah, so I think the interesting thing about them going into this home area is the integration of Apple intelligence.
5:57
That's one thing.
5:59
And everything that they've put out, everything from the... at the home view, the Apple TV 4K, even the HomePod mini like Apple intelligence is Siri.
6:14
And even they even made some very specific design moves like an Apple TV for like the audio interfacing and things like that.
6:22
So I think Obviously, they already have it.
6:26
Going back to your question, Marco, about they have the smartphone ecosystem that they've got.

15 MINS LATER

21:40
Francis, you were just going to say something.

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