Dell is cooked this year for reasons entirely outside their control. DRAM and storage/drive shortages are causing costs of those to go to the moon. And Dell's 'inventory' light supply chain and narrow margins puts them in a perfect storm of trouble.
Dell admits consumers don't care about AI PCs
401–410 of 418 posts
Re: Dell admits consumers don't care about AI PCs
#402Earlier quoted context omitted.
I used to work at Intel until recently. Pat Gelsinger (the prior CEO) had made one of the top goals for 2024 the marketing of the "AI PC". Every quarter he would have an all company meeting, and people would get to post questions on a site, and they would pick the top voted questions to answer. I posted mine: "We're well into the year, and I still don't know what an AI PC is and why anyone would want it instead of a…
The only people who are actually paying good money for a PC nowadays are gamers- and they sure as hell aren't paying 3k so that they can use copilot.
Re: Dell admits consumers don't care about AI PCs
#403Earlier quoted context omitted.
Companies don’t really exist to make products for consumers, they live to create stock value for investors. And the stock market loves AI
As someone pointed out, Dell is 50% owned by Michael Dell. So it's less influenced by this paradigm.
Re: Dell admits consumers don't care about AI PCs
#404Most consumers aren't running LLMs locally. Most people's on-device AI is likely whatever Windows 11 is doing, and Windows 11 AI functionality is going over like a lead balloon. The only open-weight models that can come close to major frontier models require hundreds of gigabytes of high bandwidth RAM/VRAM. Still, your average PC buyer isn't interested in running their own local LLM. The AMD AI Max and Apple M chips…
> your average PC buyer isn't interested in running their own local LLM. This does not fit my observation. It's rather that running one's local LLM is currently far too complicated for the average PC user.
They just want a good PC that runs Word and Excel and likely find the fact that Copilot keeps popping up in Word every time they open a new document to be annoying rather than helpful.
Re: Dell admits consumers don't care about AI PCs
#405The typical consumer doesn't care about any checkbox feature. They just care if they can play the games they care about and word/email/netflix. That being said, netflix would be an impossible app without gfx acceleration APIs that are enabled by specific CPU and/or GPU instruction sets. The typical consumer doesn't care about those CPU/GPU instruction sets. At least they don't care to know about them. However they wo…
Re: Dell admits consumers don't care about AI PCs
#406Earlier quoted context omitted.
I'd love to see a thorough breakdown of what these local NPUs can really do. I've had friends ask me about this (as the resident computer expert) and I really have no idea. Everything I see advertised for (blurring, speech to text, etc...) are all things that I never felt like my non-NPU machine struggled with. Is there a single remotely killer application for local client NPUs?
I used to work at Intel until recently. Pat Gelsinger (the prior CEO) had made one of the top goals for 2024 the marketing of the "AI PC". Every quarter he would have an all company meeting, and people would get to post questions on a site, and they would pick the top voted questions to answer. I posted mine: "We're well into the year, and I still don't know what an AI PC is and why anyone would want it instead of a…
Do you feel your question was the reason this is no longer the case? (Honestly curious, not /s.)
Re: Dell admits consumers don't care about AI PCs
#407Earlier quoted context omitted.
Pretty much the same as what you see in the comments here. For certain workloads, NPU is faster than CPU by quite a bit, and I think he gave some detailed examples at the low level (what types of computations are faster, etc). But nothing that translated to real world end user experience (other than things like live transcription). I recall I specifically asked "Will Stable Diffusion be much faster than a CPU?" in my…
> For certain workloads, NPU is faster than CPU by quite a bit WTF is an NPU ? What kind of instructions does it support ? Can it add 3 and 5 ? Can it compute matrices ?
A retarded GPU that does matrix multiplication.
https://en.wikipedia.org/wiki/Neural_processing_unit
In theory, its your math coprocessor for your 386.
Re: Dell admits consumers don't care about AI PCs
#408Earlier quoted context omitted.
Companies don’t really exist to make products for consumers, they live to create stock value for investors. And the stock market loves AI
The will of the stock market doesn't influence Dell, they're a privately held corporation. They're no longer listed on any public stock market.
Re: Dell admits consumers don't care about AI PCs
#409Well, yes, Dell, everyone knows that, but it is _most_ improper to actually _say_ it. What would the basilisk think?!
Why would the basilisk care about people spending money on what is clearly a dead end?
(I mean, obviously there is no sinister robot god, but if there were you’d expect it to be keen on the production of wasteful/unlikely-to-be-used AI substrate.)
Re: Dell admits consumers don't care about AI PCs
#410Earlier quoted context omitted.
People will want what LLMs can do they just don't want "AI". I think having it pervade products in a much more subtle way is the future though. For example, if you close a youtube browser tab with a comment half written it will pop up an `alert("You will lose your comment if you close this window")`. It does this if the comment is a 2 page essay or "asdfasdf". Ideally the alert would only happen if the comment seemed…
> if you close a youtube browser tab with a comment half written it will pop up an `alert("You will lose your comment if you close this window")`. It does this if the comment is a 2 page essay or "asdfasdf". Ideally the alert would only happen if the comment seemed important but it would readily discard short or nonsensical input. That is really difficult to do in traditional software but is something an LLM could do…