And every one of these ‘AI first’ laptops will be cancelled in a couple of years when generative AI is no longer the hot new thing and end users realise its severe limitations.

I hope you're right, it would be better for the world if you are

but that's probably not what's going to happen

Given this is from google I'd say there is a very high probability the project is cancelled in the next few years even if it is moderately popular.

it's hard to guess who the winners will be in this product category, I would guess openai or microsoft are more likely than google

I don't think there will be any winners, the category shouldn't exist and is here because of the bubble and them trying to shove AI into absolutely everything before it is actually useful.

We don't need AI terminal computers and general purpose computers will do just fine to interface with AI. If anything things like voice assistants in some form are far more likely outcome of better AI than computers you have to type into to get things done.

Press F to doubt.

Brother, I don't even want a phone. I need devices that actually, ya know, do stuff. A phone is barely functional even at the best of times. A device that might do the thing I ask it to 60% of the way there, sometimes, on a full moon, when the LLM cooperates... No thanks. I'm absolutely confident that I will never want such a device - it's simply not useful as a tool because it's not a tool. It's just a toy - an expensive toy that can do a cute party trick.

And all of them will learn how expensive and difficult it is to make good hardware that the majority actually wants to use. Meta learned this the hard way (Facebook phone, Oculus, Meta home devices, etc.), the same for Google. I don't think OAI and Anthropic have the capital and time to ride out the hardware loss. Google and Meta could afford their hardware blunders because it's not their revenue sources.