𝐓𝐡𝐞𝐫𝐞 𝐢𝐬 𝐚 𝐧𝐮𝐦𝐛𝐞𝐫 𝐬𝐭𝐚𝐦𝐩𝐞𝐝 𝐨𝐧 𝐲𝐨𝐮𝐫 𝐧𝐞𝐱𝐭 𝐥𝐚𝐩𝐭𝐨𝐩 𝐭𝐡𝐚𝐭 𝐚𝐥𝐦𝐨𝐬𝐭 𝐧𝐨𝐛𝐨𝐝𝐲 𝐛𝐮𝐲𝐢𝐧𝐠 𝐨𝐧𝐞 𝐜𝐚𝐧 𝐝𝐞𝐟𝐢𝐧𝐞. 😳
It quietly sets the limit on what your business can run on its own equipment, for three years. Which is a long time to be wrong about it.
This week on 𝐓𝐡𝐞 𝐀𝐈 𝐁𝐫𝐞𝐚𝐤𝐝𝐨𝐰𝐧, we open a theme that runs all seven days:
𝐀𝐈 𝐈𝐬 𝐌𝐨𝐯𝐢𝐧𝐠 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐃𝐞𝐬𝐤
Whatever you buy next is an AI decision whether you treat it as one or not. The risk is making a three year commitment in ten minutes, on price, from whatever your supplier happened to have in stock.
Inside the episode:
🔴 Microsoft's Copilot plus tier requires an NPU rated at 40 TOPS or above, and the ceiling has doubled since that bar was written
🔴 AI capable PCs reaching around 59% of global shipments this year, up from about 39% last year
🔴 IDC forecasting shipments down 11.3% while average selling prices climb 17%, with no memory relief before the end of 2027
🔴 A 30 billion parameter model needs roughly 17GB just to hold its weights. A typical AI PC ships with 16GB
🔴 The law firm numbers: 71% of solo practitioners using AI, under a third seeing revenue growth, and 86% who changed nothing about their pricing
Count the machines, specify the memory, decide what changes on the invoice. In that order. 🎙️
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Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation. This is an Independent commentary. Third-party excerpts are credited on screen or in the show notes. Some voices in this program are AI-generated.