Intel’s Q1 2025 earnings press release talked up their new AI-enabled chips. But these are not selling. [Intel] In the earnings call, CFO Dave Zinsner mentioned they had “capacity constraints in In…
That’s good. They shouldn’t care. I’ll keep saying this until the cows come home: AI is not something that can be used responsibly by most people. As the technology currently exists, it has rare and specific use cases – anything where you can accept a high failure rate, or can verify an answer more easily than you can posit one. This is completely against user expectation, and when the market realizes this, the bubble could pop.
That’s good. They shouldn’t care. I’ll keep saying this until the cows come home: AI is not something that can be used responsibly by most people. As the technology currently exists, it has rare and specific use cases – anything where you can accept a high failure rate, or can verify an answer more easily than you can posit one. This is completely against user expectation, and when the market realizes this, the bubble could pop.