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20250507 - AI computers aren’t selling because users don’t care

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Manage episode 481205751 series 3662020
Content provided by David Gerard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Gerard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

If you build it, they will not, in fact, come.

Text version: https://pivot-to-ai.com/2025/05/07/ai-computers-arent-selling-because-users-dont-care/

Please send money! It's very helpful!

Patreon: https://www.patreon.com/davidgerard

Ko-Fi: https://ko-fi.com/A1529D5Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6

Get an extremely cool Pivot to AI shirt: https://pivot-to-ai.redbubble.com

Sources:

Intel Reports First-Quarter 2025 Financial Results https://www.intc.com/news-events/press-releases/detail/1737/intel-reports-first-quarter-2025-financial-results

Q1 2025 Intel Corporation Earnings Conference Call (video) https://edge.media-server.com/mmc/p/ot7cpdai/

Q1 2025 Intel Corp Earnings Call (transcript) https://uk.finance.yahoo.com/news/q1-2025-intel-corp-earnings-115855701.html

Intel's AI PC chips aren't selling well — instead, old Raptor Lake chips boom https://www.tomshardware.com/pc-components/cpus/intels-ai-pc-chips-arent-selling-instead-last-gen-raptor-lake-booms-and-creates-a-shortage

Qualcomm, Microsoft Lean on AI Hype to Spur PC Market Revival https://www.bloomberg.com/news/articles/2024-07-08/qualcomm-microsoft-lean-on-ai-hype-to-spur-pc-market-revival

Copilot PCs represent only a tiny fraction of laptop sales — compatible laptops accounted for less than 10% of total shipments in 3Q24 https://www.tomshardware.com/laptops/copilot-pcs-represent-only-a-tiny-fraction-of-laptop-sales-compatible-laptops-accounted-for-less-than-10-percent-of-total-shipments-in-3q24

I've spent 48 hours with a Copilot Plus PC and I'm already worried https://www.androidauthority.com/copilot-plus-pc-48-hours-3452954/

Microsoft, PC makers cut prices of Copilot+ gear in Europe, analyst stats confirm https://www.theregister.com/2025/01/14/ai_pcs_europe_sales/

Copilot+ PCs? Customers just aren't buying it – yet https://www.theregister.com/2025/02/06/ai_copilot_pc_sales/

Microsoft introduces Surface PCs that run AI models and cost less than earlier versions https://www.cnbc.com/2025/05/06/microsoft-introduces-surface-pcs-that-can-handle-ai-but-cost-less.html

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 481205751 series 3662020
Content provided by David Gerard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Gerard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

If you build it, they will not, in fact, come.

Text version: https://pivot-to-ai.com/2025/05/07/ai-computers-arent-selling-because-users-dont-care/

Please send money! It's very helpful!

Patreon: https://www.patreon.com/davidgerard

Ko-Fi: https://ko-fi.com/A1529D5Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6

Get an extremely cool Pivot to AI shirt: https://pivot-to-ai.redbubble.com

Sources:

Intel Reports First-Quarter 2025 Financial Results https://www.intc.com/news-events/press-releases/detail/1737/intel-reports-first-quarter-2025-financial-results

Q1 2025 Intel Corporation Earnings Conference Call (video) https://edge.media-server.com/mmc/p/ot7cpdai/

Q1 2025 Intel Corp Earnings Call (transcript) https://uk.finance.yahoo.com/news/q1-2025-intel-corp-earnings-115855701.html

Intel's AI PC chips aren't selling well — instead, old Raptor Lake chips boom https://www.tomshardware.com/pc-components/cpus/intels-ai-pc-chips-arent-selling-instead-last-gen-raptor-lake-booms-and-creates-a-shortage

Qualcomm, Microsoft Lean on AI Hype to Spur PC Market Revival https://www.bloomberg.com/news/articles/2024-07-08/qualcomm-microsoft-lean-on-ai-hype-to-spur-pc-market-revival

Copilot PCs represent only a tiny fraction of laptop sales — compatible laptops accounted for less than 10% of total shipments in 3Q24 https://www.tomshardware.com/laptops/copilot-pcs-represent-only-a-tiny-fraction-of-laptop-sales-compatible-laptops-accounted-for-less-than-10-percent-of-total-shipments-in-3q24

I've spent 48 hours with a Copilot Plus PC and I'm already worried https://www.androidauthority.com/copilot-plus-pc-48-hours-3452954/

Microsoft, PC makers cut prices of Copilot+ gear in Europe, analyst stats confirm https://www.theregister.com/2025/01/14/ai_pcs_europe_sales/

Copilot+ PCs? Customers just aren't buying it – yet https://www.theregister.com/2025/02/06/ai_copilot_pc_sales/

Microsoft introduces Surface PCs that run AI models and cost less than earlier versions https://www.cnbc.com/2025/05/06/microsoft-introduces-surface-pcs-that-can-handle-ai-but-cost-less.html

  continue reading

41 episodes

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