“We’re very focused on delivering upon the AI capabilities of a device—in fact everything that we’re announcing has an NPU in it—but what we’ve learned over the course of this year, especially from a consumer perspective, is they’re not buying based on AI,” Terwilliger says bluntly. “In fact I think AI probably confuses them more than it helps them understand a specific outcome.”

🔗 Dell’s CES 2026 chat was the most pleasingly un-AI briefing I’ve had in maybe 5 years

I used to be from here, 2025 edition

Things expats notice when they’re back in AmericaThe night of arrival, at Stiles Switch.We go back to Texas each year for Christmas. You see things differently when you’ve been away for a long time. Here’s some from this year: Waymo everywhere, in Austin. So much yoghurt. Grown ass adults going to the store in full in pajamas. Still. There’s a gadget for everything. “Put a bow on it.” UGGs, boots and:

Once again I’m logging in from Ibiza. I wouldn’t say I’ve gone native, but I’ve been here long enough to get it. This is not fierce, grind-it-out, Silicon Valley society; even Austin Texas, that wellspring of slackerdom, has a harsher work-ethic. This little Mediterranean island with some genuine Lotus-eater aspects to it – the island of the Lotus Eaters was supposed to be Djerba over in Tunisia.

According to the Odyssey, you sail there, you partake of the Lotus, you go kinda blotto and everything’s groovy. You’re not supposed to succumb to this sweet and easy life, of course. Captain Odysseus makes everybody get back on the boat and recommence rowing for Ithaca. A few hundred Greek verses later, every blue-collar guy is dead and only Captain Odysseus is left to manage his narrative.

Maybe staying in Lotus Land wasn’t such a bad idea for the working man

Virtual machines still run the world

The above is from a recent IDC white paper. Container use is growing. Even then, VMs still run everything. Most of those containers run in VMs: IDC forecasts that 85% of containers will run in VMs in 2028. Meanwhile, there is a huge installed base of traditional applications in VMs that will be around for a very long time. And: nearly all public clouds continue to run their containers in VMs for reasons of multitenant isolation, scalability, and utilization maximization.