Why The AI PC Matters, Or Does It? (with Karl Freund)

The neXt Curve reThink Podcast

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In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about the AI PC. A lot of fanfare was generated by the big chip companies going into CES 2024 with the anticipation that this new breed of personal computer will drive consumer and enterprise excitement and hopefully an AI PC super cycle. Is it in the cards?
The duo talk and debate about:
(1:00) - Introducing the AI PC. What is it?
(2:41) - Was the first "AI PC" a Mac?
(3:40) - How generative AI changed the script for AI on the PC
(4:24) - The confusing business of AI PC benchmarking
(6:43) - Do we know what we mean when we say "AI"?
(7:43) - The confusion and the delusion of the AI PC
(10:25) - TOPS - "Terribly Overused Performance Statistic"
(11:29) - Intel's Core Ultra - A Tiled approach to AI PC architecture
(14:01) - Leading the AI PC race with software & ecosystem
(18:42) - What is the value of an "AI PC" desktop versus laptop?
(19:38) - Microsoft Copilot is exciting but what will it do for the AI PC?
(21:40) - Thinking beyond the AI PC to make AI PC meaningful
Feel free to comment and share your disagreement and argumentation. We are happy to learn from you.
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Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.