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Strange company.

They want to compete with Apple, Google and other big players in the car AI and smart home spaces, really?

They upgrade the shield but still design and market it the wrong way. The shield is a technically superior competitor to the Apple TV and those Fire thingys from Amazon, yet it's too big, too aggressively designed and comes with an ugly controller. Only few gamers will buy it, non-gamers won't buy it.

Geforce Now was the most interesting part but the price announcement killed its momentum already in front of the auditorium.

They can be glad that their GPUs sell so well...