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Cake day: June 16th, 2023

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  • To be fair, the industry spent decades measuring a distance, so when they started doing features that had equivalent effects, the easiest way for people to understand was to say something akin to equivalent size.

    Of course, then we have things like Intel releasing their "10 nm* process, then after TSMC’s 7nm process was doing well and Intel fab hit some bumps, they declared their 10 to be more like a 7 after all… it’s firmly all marketing number…

    Problem being no one is suggesting a more objective measure.


  • For a while now the “nm” has been a bit of a marketing description aiming for what the size would be if you extrapolated the way things used to be to today. The industry spent so long measuring that when the measurement broke down they just kind of had to fudge it to keep the basis of comparison going, for lack of a better idea . If we had some fully volumetric approach building these things equally up in three dimensions, we’d probably have less than “100 pm” process easily, despite it being absurd.










  • The issue is that to the extent that might even make sense, no major player is actually doing anything to help that happen. Every big player is exclusively focused on taking AI use cases into their datacenters, because that’s the way to maintain control and demand subscriptions.

    If you did do it, then the users would complain that the ‘AI feature’ as executed on their puny NPU is really slow compared to what the online alternative does.

    So that scenario is a hypothetical, and they are trying to make sales based on now. ‘AI PC’ doesn’t make any sense because people imagine what you describe, but in reality just cannot tell a difference because nothing works any differently for their ‘AI experience’. Their experience is going to be a few niche Windows features work that most people don’t even know about or would want.


  • Well, first Dell’s use of ‘confused’ is mainly a way to walk “away” from AI as a marketing strategy without having to walk it “back” (they can’t walk it back: Microsoft will keep Copiloting it up, the processor comparies will keep bundling NPUs, and the consumer exposure to AI will continue to have nothing to do with any of the ‘AI PC’ or not). So ‘confused’ is a way to rationalize the absence of ‘AI PC’ in their marketing strategy without having to actually change what they are doing.

    But to the extent ‘confusing’ may apply, it’s less about ‘AI’ and more about ‘AI PC’. What about this ‘AI PC’ would impact your usage with AI, for most people the answer is ‘not at all’, since mostly it’s over the internet. So for the layperson, an ‘AI PC’ just enables a few niche Windows features no one cares about. Everything pushing around the ‘AI’ craze is well away from actually running on the end user devices.



  • It’s just a softer thing to say than ‘a lot of people hate AI and it’s alienating potential customers’. They can’t come out and say that out loud, they don’t want to piss off Microsoft too much and they aren’t going to try to do NPU-free systems (it’s not really possible). They aren’t going to do anything to ‘fight back’ against the AI that people hate (they can’t), so their best explanation as to why they pull back from a toxic brand strategy is that ‘people just don’t care’ rather than ‘people hate this thing that we are going to keep feeding’.

    But if they need to rationalize the perspective, an “AI” PC does nothing to change the common users experience with the AI things they know, does not change ChatGPT or Opus or anything similar, that stuff is entirely online. So for the common user, all ‘AI’ PC means is a few Windows gimmicks that people either don’t care about or actively complained about (Recall providing yet another way for sensitive data to get compromised).

    In terms of “AI” as a brand value, the ones most bullish about AI are executives that like the idea of firing a punch of people and incidently they actually want to buy fewer PCs as a result. So even as you can find AI enthusiastic people, they still don’t want AI PCs.

    For most people, their AI experience has been:

    • News stories talking about companies laying off thousands or planning to lay off thousands for AI, AI is the enemy
    • News stories talking about some of those companies having to rehire those people because AI fell over, AI is crap
    • Their feeds being flooded with AI slop and deepfakes, AI is annoying
    • Their google searches now having a result up top that, at best, is about the same as clicking the top non-sponsored link, except that it frequently totally botches information, AI is kind of pointless

    For those that have actually positive AI experience, they already know it has nothing to do with whether the PC is ‘AI’ or not. So it’s just a brand liability, not a value.