> What's their backup plan if the AI world doesn't pan out? What if it turns out people want base compute capability and lots of RAM for filestore cache and programs?

I think reducing the die area dedicated to ai stuff is not going to be a problem.

And in fairness apple already has essentially ai-less hardware in the form of the MacBook neo and it’s been an astonishing success.

I have one and it’s a very good laptop, particularly for the price i paid it.