Dell admits consumers don't care about AI PCs
1–10 of 418 posts
Re: Dell admits consumers don't care about AI PCs
#2Unfortunately, their common sense has been rewarded by the stock tanking 15% in the past month including 4% just today alone. Dell shows why companies don't dare talk poorly of AI, or even talk about AI in a negative way at all. It doesn't matter that it's correct, investors hate this and that's what a ton of companies are mainly focusing on.
Re: Dell admits consumers don't care about AI PCs
#3Finally companies understand that consumers do not want AI products, but just better, stronger, and cheaper products.
Unfortunately investors are not ready to hear that yet...
Re: Dell admits consumers don't care about AI PCs
#4> What we've learned over the course of this year, especially from a consumer perspective, is they're not buying based on AI .. In fact I think AI probably confuses them more than it helps them understand a specific outcome.
Do consumers understand that OEM device price increases are due to AI-induced memory price spike over 100%?
Re: Dell admits consumers don't care about AI PCs
#5Finally companies understand that consumers do not want AI products, but just better, stronger, and cheaper products. Unfortunately investors are not ready to hear that yet...
I agree with you, and I don't want anything related to the current AI craze in my life, at all.
But when I come on HN and see people posting about AI IDEs and vibe coding and everything, I'm led to believe that there are developers that like this sort of thing.
I cannot explain this.
Re: Dell admits consumers don't care about AI PCs
#6Unfortunately, their common sense has been rewarded by the stock tanking 15% in the past month including 4% just today alone. Dell shows why companies don't dare talk poorly of AI, or even talk about AI in a negative way at all. It doesn't matter that it's correct, investors hate this and that's what a ton of companies are mainly focusing on.
To be fair, Dell has bigger, more fundamental threats out on the horizon right now than consumers not wanting AI.
Making consumers want things is fixable in any number of ways.
Tariffs?..
Supply chain issues in a fracturing global order?..
.. not so much. Only a couple ways to fix those things, and they all involve nontrivial investments.
Even longer term threats are starting to look more plausible these days.
Lot of unpredictability out there at the moment.
Re: Dell admits consumers don't care about AI PCs
#7Finally companies understand that consumers do not want AI products, but just better, stronger, and cheaper products. Unfortunately investors are not ready to hear that yet...
If the AI-based product is suitable for purpose (whatever "for purpose" may mean), then it doesn't need to be marketed first and foremost as "AI". This strikes me as pandering more to investors than consumers, and even signaling that you don't value the consumers you sell to, or that you regard the company's stock as more of the product than the actual product.
I can see a trend of companies continuing to use AI, but instead portraying it to consumers as "advanced search", "nondeterministic analysis", "context-aware completion", etc - the things you'd actually find useful that AI does very well.
Re: Dell admits consumers don't care about AI PCs
#8I'm kind of excited about the revival of XPS. The new hardware sounds pretty compelling. I have been longing for a macbook-quality device that I can run Linux on... so eagerly awaiting this.
Re: Dell admits consumers don't care about AI PCs
#9Protip, if you are considering a dell xps laptop, consider the dell precision laptop workstation instead which is the business version of the consumer level xps.
It also looks like names are being changed, and the business laptops are going with a dell pro (essential/premium/plus/max) naming convention.
Re: Dell admits consumers don't care about AI PCs
#10> It's not that Dell doesn't care about AI or AI PCs anymore, it's just that over the past year or so it's come to realise that the consumer doesn't.
I wish every consumer product leader would figure this out.