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Intel fights back, AI threats loom, and Michael Dell is back, baby!

Intel CEO Pat Gelsinger speaks at the Intel Vision event in Phoenix on April 9, 2024.

Last week, I attended Intel Vision. Intel’s latest effort reminds me of Intel in the Andy Grove era, but with one notable exception. I believe this is the reason for the current problems of the company. Intel’s AI marketing budget needs to be adequate and Dennis Carter should take the helm. AI is the largest tech wave in the history of the sector. Unfortunately, neither are present.

Michael Dell has retired, but I was worried that this would cause Dell to fall behind its peers. Michael Dell is highlighting Dell at this event for the second time (the last one was Nvidia’s and it seemed like an accident). This time they really hit the mark. Michael Dell may be back. It was well-planned and executed. Dell has now enlisted the support of one of history’s most successful CEOs.

Intel and industry as a whole are in for some trouble, which I don’t believe people take seriously. These issues will also be covered this week.

Last but not least, my Product of the week is the coolest laptop at Intel Vision, the new Dell XPS 13 equipped with the latest Intel Core Ultra chip.

Intel’s Strategic Leadership and Execution in US Tech

Intel executes at a high level, which reminds of Andy Grove’s time at the company. With one exception: There is no Dennis Carter. I could say that it also doesn’t have Justin Ratner but he was much later.

Intel has a similar ability to execute and fight on hardware as it did when I was there in the 90s.

Intel took tough decisions that were critical to its growth and existence, such as licensing x86 processors to AMD. Intel is building fabs and findingries today to secure its future as well as the future of tech in the U.S. Intel does more than any company with which I am associated to ensure U.S. technological leadership.

Intel’s Core Ultra Processors were the first in the PC market for the general market. Microsoft’s Surface Studio, while impressive, is more of an intermediary product for developers and does not have the same reach as Intel OEMs.

Intel, as a long-term investor in the future of U.S. tech, is suffering from not receiving the credit that it deserves. This is a marketing issue. Intel, while funding massively its strategic initiatives, underfunds its brand and image marketing.

Intel isn’t alone. Microsoft also seems to be underfunding its marketing. This trend is evident across the board, exposing everyone to the disruptive issues I will discuss below.

Michael Dell is Back!

Dell Technologies is a company that I have been concerned about lately. It seems like it’s attempting to cover up issues rather than address them. This concern became more evident when I saw Dell’s initial AI initiatives, which were more smoke than substance.

Michael Dell appeared to be retiring in place. This could have led to the same type of leadership problem that I faced at IBM when John Akers was fired. (He didn’t retire but became operationally isolate, creating a similar gap in leadership). Michael Dell had to either step up or leave, and as you would expect, Dell wasn’t received well.

But I did see the old Michael Dell, who is now clearly stepping forward. I’m glad that my friend, Michael Dell, is back because when the AI wave hit the industry last time it crippled many large tech companies. The founders of a company are powerful because they can pivot the company towards new opportunities or away from looming threats.

Michael Dell has returned, which is good news for Dell in this potentially riskiest period in the history of tech companies. The AI wave is bigger and more dangerous than the Windows 95 launch. Michael Dell’s “go large or go home” attitude will be tested. According to what I saw at Intel Vision he may have the edge.

3 AI-related issues facing the tech sector

I’ll be forever grateful to Intel, Dell, Microsoft, who helped me out when I was just starting. Once IBM Blue, always IBM Blue. But my loyalty to these firms means I tend to focus on what I think they should know, not merely what they want to hear — and that has landed me in a lot of trouble over the years.

I was on the wrong end of Steve Ballmer’s famous temper when I told him repeatedly that he would be fired if he did not correct his trajectory.

Even though it is a problem when an analyst makes a mistake, it is even more problematic when they’re right, but we aren’t listened too. It’s possible to make a good living by telling people what they want to hear. But, if you do it internally, you will be fired. Unfortunately, this is the reality.

The industry can’t ignore pressing issues, despite the resistance to these warnings. As it moves further into the age of artificial intelligence. Each of these issues stems from a fundamental misunderstanding or misapplication AI technologies. These issues do not only represent missed opportunities, they also pose serious risks to the future and stability of the tech sector.

Problem 1: Both PCs and smartphones are based on pre AI concepts. The initial effort is to graft AI onto existing platforms.

First automobiles were known as horseless wagons. Auto industry began as a group of people building the frames, engines, and bodies. This is similar to today’s PC manufacturing. Then, eventually, cars became monolithic. Everything was designed from scratch. Most things, including smartphones, are now built in this way.

Sam Altman is the current director of OpenAI and Jony, the legendary Apple designer. teaming There is a real danger that WinTel could fail on a personal AI-powered device and bring Apple down with it. This poses a serious threat to the PC as well as smartphone industries.

Problem 2: The tech industry is underfunded in marketing.

We are comparing Windows 95 to the AI PC, but AI could be much bigger. Windows 95 stealing jobs or becoming Skynet was not something we were concerned about. Windows 95 was given a $400-million marketing budget (or $800-million adjusted for inflation), however, it was not adequately supported. No sign of similar efforts here.

Microsoft cut their marketing budget, rather than providing more funding to support the launch of Windows 95. This led to many problems. This is likely to happen because it does not appear that there has been a mass learning from the mistakes made in Windows 95.

Problem 3 – People are doing crazy things with AI

Has anyone seen the movie “The Terminator?” The Terminator wasn’t meant to be a guide on how to create an artificial intelligence. I love living, and people are creating. robotic dogs with flame throwers The following are some examples of how to get started: hostile AIs Just for the sake of it.

This is what I found scene cut It is “Terminator 2”, which has a lot of interesting things to say. This could be a parody of what idiots do today. This will not end well for me or for you any more than the movie’s characters did. Anyone working on this project should probably watch “Terminator 2”.

In 2008, a man gave a child eight years old an Uzi to shoot. The child was injured. shooting himself. Please, let’s avoid making the same mistake on a larger scale.

Wrapping Up

Intel is improving dramatically, and it reminds of Andy Grove Intel that helped to found the PC Industry. Michael Dell is back and that’s good news because AI will cause many businesses to fail across various industries.

There are some serious problems with the way this technology is being introduced to the market, and with the lack of controls on what people do with it. Skynet is not a good idea. It would be better if researchers watched “Terminator 2”, instead of recreating the movie in real life. Just saying.

Dell XPS13 with Intel Ultra.

Since PCs were invented, I have covered PCs. About two years ago, I discovered a PC that I wanted to have. It was the HP Folio.

The new MacBook Pro was a standout laptop at Intel Vision. Dell XPS 13The newest version of the, which has a stunning appearance and is high-performing.

Dell XPS 13 laptop

The Dell XPS 13 Laptop (Credit to Dell)


The new Intel Ultra AI processor is sleek, attractive, and it uses the latest Intel Ultra AI-ready CPU. It is gorgeous. While it’s not as light as the HP Folio nor covered in leather, it’s still beautiful.

The function keys changed personalities when you pressed a button. This gives the laptop an impressive “wow”-factor. I believe that people will be more likely to take care of a computer they are proud of.

The Dell XPS 13 is a halo-product that has a decent battery life. This is one of the many laptops that feature Intel Ultra AI-ready, a forward-looking processor.

The new Dell XPS 13 is my Product Of The Week. It is a PC you can be happy with, is future-proof, is affordable, and is one you will love.