00:00Companies are still going to create these handhelds, but the market's dead.
00:03Who's going to be buying them?
00:04I can't see this going well.
00:06The memory crisis is getting worse.
00:08We've had, I think, SK Hynix have come out and said,
00:12this is going to get worse through 27, 28.
00:16We've had independent analysis, even looking at the expanded production capacities
00:20that people have put in place, saying there's going to be a memory shortfall
00:25between supply and demand in 2030 that is greater than what is being produced now,
00:31which is just mind-blowing figures.
00:35This is not getting cheaper.
00:36This is only going to get more expensive.
00:38So little novelties like this, where do they go?
00:41Nowhere.
00:42I don't know how people like One X Player and Iron Neo are going to be able to carry on
00:48making these extremely niche, extremely expensive devices as their entire business.
00:53People like ASUS and MSI, they've got other avenues.
00:56So maybe they can work with Xbox to put out a device like this
01:01and just have it out there, co-produce it.
01:04Like MSI co-produced The Claw with Intel.
01:07You can kind of see that maybe continuing, but at sky-high prices.
01:11But the smaller companies, I don't know how it works.
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