Who are you?

Agree. MNOs could never sell laptops. AI changes this and 5G laptops for AI workloads could do very well in the carrier channel.

In the end the labs will own the application layer outright. The hardware and the operating system stay out of their reach, and that is the only ground left to hold. Assume any application a frontier model can already operate through computer use is on a clock. Blender, Premiere, Excel, Figma, all of them. Computer use exists because the model has no other way to get the work done... YET... so it looks at the screen and drives the app the way a person would. That is a bridge, and bridges get retired once the direct route is built. Blender’s value is its capability: modeling, rigging, rendering, simulation. The interface is just how a human reaches that capability. Once the model can produce the geometry and the render directly from the request, the viewport, the menus, and the plugin architecture become dead weight. All the model needs is the output. And every hour the model spends operating an app through computer use is a lesson in what that app actually does, which is exactly the capability the labs will build into the next model. This runs across the entire application layer. Image editors, audio workstations, IDEs, office suites, 3D and CAD. Each is a bundle of capabilities wrapped in a UI built for human hands. The model absorbs the bundle and drops the wrapper. Third-party applications get eaten. What the labs cannot absorb is the layer underneath. They do not own the silicon and they do not own the operating system. The model runs on hardware someone else manufactures, inside an OS someone else controls, and that OS decides what the model can see, touch, and do on the machine. Everything above that line is software a model can reproduce. Everything at and below it is the machine itself.

no. nothing like plastics. plastics do not create strong emergence and novelty. this is something new. stop seeking metaphor. intelligence IS NOT automation.

Intelligent PCs are the next gaming. Building is now more fun than playing a game. This will equate to more time erosion for gaming in general... akin to TikTok et el.

Demand for far more powerful desktop PCs is about to explode. Power users will spend $50,000 to $100,000 on their own compute nodes: multi-GPU/NPU workstations with large memory pools, built to run frontier-class models and the agents on top of them. Within a few years, this will be normal among the roughly 200 million power users of intelligence worldwide. The machine on your desk spends most of its life idle. Frontier models, local and cloud, raise its utilization by an order of magnitude. They plan, execute, and check their own work for hours without a human in the loop. Every step of that loop burns compute, and more of it will run locally. The clearest example is professional software driven headlessly. An agent running Blender with no GUI can render, simulate, and iterate on a scene all night. The same holds for video encoding, code compilation, scientific modeling, and local inference. When agents drive these workloads around the clock, the GPU, NPU, and CPU carry more sustained load than at any point in the history of personal computing.

is that... Up yours!.... or UP YOURS!

Windows and MacOS no longer have a moat. It's gone. Zippo.

The wild of the man mind amplified by the perfection of the machine mind will create wonders.

👍

😂

AI will evolve games and game dev. It will NOT transform the games business. There is substantial delusion about a "gaming" renaissance. This is not happening. For those unaware... the console gaming biz has been flat for almost 20 years and is now declining. The overall TAM for gaming is contracting not growing. Time share for games will continue to erode.

existing games are not "where the market is" for VR. There is NO "mass" market for VR.

🫡 "And no, that's not the position of the Linux kernel. I realize that some people really dislike AI, but this is an area where I'm willing to absolutely put my foot down as the top-level maintainer. Linux is not one of those anti-AI projects, and if somebody has issues with that, they can do the open-source thing and fork it. Or just walk away." - Linus T

🙌

yep

Way too many academics got funded this cycle. Most of them are terrible founders. They are trained to be right, and a startup rewards the willingness to be wrong fast and pivot. When the first plan fails, the academic writes a longer paper. Their only business model is acquisition. That is a hope, and it depends on a buyer market already crowded with near-identical teams. Differentiation is close to zero. They are squeezed between the frontier labs and tier-1 local intelligence, and a slightly better technique just gets absorbed into the next model release. Not going to end well.

a new model launches every day.... impossible to keep up or track capabilities. the only thing that matters is show me something cool with my data, images etc. you need to capture me in 5 seconds.... i dont want to see another nerd yapping. they need a "show me something cool" button that just blows your mind with a file you upload otherwise it's game over. the basket ball demo is cool but like every one of these vids they start with a talking head before you see anything... no one pays attn to this any more... show me the meat immediately.