Three Years Is a Long Time to Be Wrong About AI

Podcast: AI Breakdown · Varun Sirohi

Opublikowano: 2026-10-26

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 ...