Yet again, so that's you 1 for 500.
I think you will find pretty much everything I say is correct or nearly correct.
Pascal not being 6 months behind Polaris. Check
Pascal using GDDR5X: Check
480 not competing with the 1070 at all: Check
Polaris still being considering behind Pascal in power efficiency. Check
Polaris never getting the clock speed of Pascal. Check
AMD's 2.8X efficiency claims being bogus. Check.
Where I am wrong it has mostly been Polaris performing worse than expected. I thought the 480 would be more like 390X performance not, 390. I thought it would be more like 140W, not more.
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