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๐๐ก๐๐ซ๐ ๐ข๐ฌ ๐ ๐ง๐ฎ๐ฆ๐๐๐ซ ๐ฌ๐ญ๐๐ฆ๐ฉ๐๐ ๐จ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐ง๐๐ฑ๐ญ ๐ฅ๐๐ฉ๐ญ๐จ๐ฉ ๐ญ๐ก๐๐ญ ๐๐ฅ๐ฆ๐จ๐ฌ๐ญ ๐ง๐จ๐๐จ๐๐ฒ ๐๐ฎ๐ฒ๐ข๐ง๐ ๐จ๐ง๐ ๐๐๐ง ๐๐๐๐ข๐ง๐. ๐ณ
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 ๐๐ก๐ ๐๐ ๐๐ซ๐๐๐ค๐๐จ๐ฐ๐ง, we open a theme that runs all seven days:
๐๐ ๐๐ฌ ๐๐จ๐ฏ๐ข๐ง๐ ๐ญ๐จ ๐๐จ๐ฎ๐ซ ๐๐๐ฌ๐ค
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:
๐ด Microsoft's Copilot plus tier requires an NPU rated at 40 TOPS or above, and the ceiling has doubled since that bar was written
๐ด AI capable PCs reaching around 59% of global shipments this year, up from about 39% last year
๐ด IDC forecasting shipments down 11.3% while average selling prices climb 17%, with no memory relief before the end of 2027
๐ด A 30 billion parameter model needs roughly 17GB just to hold its weights. A typical AI PC ships with 16GB
๐ด 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. ๐๏ธ
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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.





