The Six Five Team discusses HP Imagine Event 2023.
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Transcript:
Patrick Moorhead: So I wasn’t able to attend the Imagine event. We had a senior analyst and vice president of modern work for Moor Insights & Strategy, Melody Brue. But I tuned into the big show and they really brought it. First off, they’re going to have an annual event that’s just theirs. And I think that that is great. The company has been very inconsistent over the past few years and I know that we all weren’t able to go to events, but I really felt like they pulled back and it’s great to see the company back in there. And they started off really stating their strategy. I think the company does great on this. It was about three things, right? It’s about flexibility, a twist on hybrid, AI impact, which they coined a phrase, from personal computer to personal companion. That is so clever. I wish I would’ve thought of that myself, but it’s classic HP. They’ve validated and verified the benefits of doing generative AI on the device itself. I love this. This ties with Qualcomm is doing, Intel is doing, even Dell talked about it yesterday as well.
And the third thing is trust, which… It was interesting. Typically, HP Inc. was guns a blazing leading with the word sustainability. They didn’t do that. Now trust is about helping the environment, but I found it was interesting that they didn’t lead with that term. And I think it’s a reflection of the times here, where, quite frankly, people are tired of the word. They just want to see action. And it has become very politically charged. Alex got on stage, talked about the new HP AI Studio and the AI workstation solution stack. I need to do a double-click on that, to be honest, on what it is. I like the words that they used in terms of solutions and I like that they came first out of people who… Developers that would show up like my son, Pico, who’s doing generative AI, targeting folks like him.
And I’m going to end with a very, very interesting movable all-in-one. Ironically, it reminds me of a product that the team that I worked on that we did in 1998, that was the first flat screen desktop that you would carry around from room to room. It had no batteries, but it had a big cord that it would snake inside of the unit, but you would carry it around. And by the way, that’s not detracting from what I saw yesterday. It’s more of just admiration that we had a good idea 25 years too early. So ton of stuff with Poly integration, new services that they brought out with, and, finally, a lot of new very compelling print and print-as-a-service.
Daniel Newman: That was my topic, but good job. Thank you.
Patrick Moorhead: I didn’t say anything about it.
Daniel Newman: No. Literally, that was my topic.
Patrick Moorhead: Okay.
Daniel Newman: This was me. So you were so passionate though, Pat, I just wanted to let you roll with it. Look, I had the chance to tune into pieces of it. We did have two of our analysts there covering it. And so, I do look forward to getting more details from the people on the ground. The AI PC, whatever you want to call it, AI platforms, AI studios, AI workstations, AI portable and lightweight, AI-at-the-edge. This is going to be the storyline for the next 20 years-
Patrick Moorhead: Oh, yeah.
Daniel Newman: The next 24 months, you’re going to be hearing about this from every silicon provider and every OEM that’s building devices is basically how AI is going to change this industry. We’re going to see it’s an opportunity to create another supercycle. We need to compel the market that there’s a reason that everybody needs their PC replaced. And so, we’re starting to see that for PCs. We’re starting to see that for workstations. Of course, the creatives are the ones that are going to have this big boom of productivity. If you’re doing things in Adobe, any design, if you’re doing anything in Final Cut… Well, that’s an Apple thing, but you get my directional.
AI is going to change this industry and it’s going to give a reason for people to be doing an upgrade cycle. Pat, I want the foldable. The foldable was a thing that I have been excited about. My most popular tweet ever was when I shared a foldable at CES last year. I saw the foldable yesterday. The Spectre Foldable PC, Pat, I want a piece of that one. I don’t know why. I’m not 100% sure yet I would be a good user of it, but it’s like a parlor trick and I just want to take it out on airplanes and be in rooms and just take it and use it and see what reaction I get. But I also do like the multi-format and I just love things that are disruptive, and I feel like it’s super disruptive.
The moving that… I got to say, I’m not sure I get the movable all-in-one thing, but I got to imagine that HP did its homework. So there’s an audience for this. Is it about creating a highly powerful but… I don’t know. I’m watching that one. And then lastly, as you know, and you and I both know the HP and Poly tie-up. It’s still got a lot of legs left and I think we saw inclinations heard from Dave Shull. I think the road forward is going to be this hybrid, how are we integrating and building into device and eventually, Pat, eventually I want have a device that don’t need to carry any peripherals.
Patrick Moorhead: Yeah.
Daniel Newman: And I don’t know if that’s good or bad for that, is what Poly technology can be built right into the machine. Because when I’m on the road, I want to carry one device, and I want it to have a camera that’s good enough and a mic that’s good enough for broadcast quality. Is that too much to ask?
Patrick Moorhead: No, it’s not at all. And I know that’s underway. I mean, we saw the first thing is just making stuff work right out of the box like Apple does, right?
Daniel Newman: I like the concept.
Patrick Moorhead: So, a gigantic setup.
Daniel Newman: I like the concept. I can be bought. Sold. I can be convinced.
Author Information
Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.
From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.
A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.
An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.
