I feel like this video ran too long for what it is. I was hoping for more information on server GPUs, as those are where the big bucks are (all the talk of price constraints seems to indicate a primarily consumer market) and you can't just have a guy posting on Craigslist "I'll buy your DGX" because nobody would have any to sell.

The RTX 4090 48GB mod was certainly interesting, and I really wish they could have dug deeper into the market for those mods (as I suspect it would be far less consumer-oriented), but it felt like more spectacle than anything because of the apparent dead-end.

I think there would be a much more powerful story to tell if they had insider information on the shell companies buying server & datacenter GPUs or companies who have reason to suspect they're selling to shell companies but turn a blind eye, and the companies who make use of them. Instead, we just get a short blurb that someone (off the record) said it happens, but no real detail.