Apple's next-gen Siri is still far off, but this week the company announced that it'll be using Google's Gemini AI for its new foundation models. In this episode, Devindra and Engadget's Igor Bonifacic discuss why Apple teamed up with Google again, instead of OpenAI or Anthropic. Also, they chat about Meta's Reality Lab layoffs, which is refocusing the company on AI hardware like its smart glasses.

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Topics

• Meta announces 1000+ layoffs, closes 3 VR studios as it shifts focus to AI hardware – 2:12

• Gemini can now pull context from the rest of your Google apps including photos and Youtube history – 12:31

• Framework raises the price of its desktop by $460 because of the global RAM shortage – 18:36

• NVIDIA may revive the RTX 3060 and kill off 5070 Ti due to its VRAM demands – 21:57

• Apple creates a subscription bundle for Pro creative apps like Final Cut Pro, Logic, and others – 23:00

• Tesla’s Full Self Driving is also going subscription only, a year costs $999 – 29:15

• Matthew McConaughey trademarks himself to fight unauthorized AI likenesses – 33:27

• Apple announces that its long delayed ’smarter Siri’ will be powered by Google Gemini – 35:15

• X finally responds to Grok’s CSAM and nudity generation with limits – 51:46

• Cursor claims their AI agents wrote 1M+ lines of code to make a web browser from scratch, are developers cooked? – 57:52   

Credits

Host: Devindra Hardawar
Guest: Igor Bonafacic
Producer: Ben Ellman
Music: Dale North and Terrence O’Brien

As we expected, Meta has begun laying off more than 1,000 employees from its Reality Labs division, which focused on virtual reality and metaverse products, Bloomberg reports. The company will refocus on developing wearables, like its recent batch of AI-powered Ray-Ban smart glasses, according to a memo from CTO Andrew Bosworth.

The news isn’t too surprising. Reality Labs has lost more than $70 billion since the beginning of 2021, and while Meta has done a solid job of delivering desirable consumer VR headsets and smart glasses, that business hasn’t been nearly profitable enough to justify the cost. And of course, Mark Zuckerberg’s huge gamble on the metaverse, which involved renaming the company from Facebook to Meta in 2021, has gone nowhere.

According to Bloomberg, Meta’s metaverse plans will now focus on mobile devices, which could mean a combination of its future wearables as well as existing mobile apps. “With the larger potential user base and the fastest growth rate today, we are shifting teams and resources almost exclusively to mobile to continue to accelerate adoption there,” Bosworth wrote in a memo to staff this morning.

Meta isn’t dumping its VR headset plans entirely, but according to Bosworth the VR divion will “operate as a leaner, flatter organization with a more focused road map to maximize long-term sustainability.” Basically, don’t expect a Quest 3 follow-up anytime soon.

That’s a wrap for CES 2026! In this episode, Devindra and Cherlynn chat about their favorite aspects of the show, as well as Engadget’s best of CES awards lineup. Also, Cherlynn chats with Pebble founder Eric Migicovsky about his Pebble smartwatch revival, as well as an intriguing new AI ring that’s built entirely around notetaking.

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Topics

• TVs at CES 2026: all eyes on Micro RGB and LG’s super thin OLED – 1:48

• L'Oréal debuts LED/Infrared face masks seem cool but needs some development – 5:46

• Engadget’s official Best of CES 2026: Lego’s Smart Brick, Lenovo’s rollable laptop screen, a super quiet leafblower and more – 9:55  

• Health Tech at CES 2026: Eyebot’s 30-second vision exam, Wheelmove makes manual wheelchairs motorized –  11:41

• Interview with Pebble founder Eric Migicovsky – 20:43

Credits

Hosts: Devindra Hardawar and Cherlynn Low
Producer: Ben Ellman
Music: Dale North and Terrence O’Brien

Dell's XPS 14 currently costs over $2,000. An AMD executive predicts that PC builders will likely make piecemeal upgrades this year, instead of building entirely new systems. And new AI supercomputers from NVIDIA and AMD are gobbling up the RAM market. At CES 2026, it was hard not to notice the dire year ahead for the computing industry, one that will likely lead to higher prices and more limited availability for consumer goods across the board.

Really, though, the show just confirmed what was apparent since RAM prices skyrocketed over the last few months, driven by demand from AI datacenters. As Samsung's marketing leader, Wonjin Lee, told Bloomberg at CES: "There's going to be issues around semiconductor supplies, and it's going to affect everyone. Prices are going up even as we speak."

At first, it appeared that Dell's new XPS 14 and XPS 16 were among the earliest systems hit by these demands. Last year's models started at $1,699 and $1,899, respectively, and we were initially told the new models would actually come in cheaper at $1,650 and $1,850. At the moment, the XPS 14 starts at $2,050, while the XPS 16 is $2,200. A Dell representative tells us these aren’t entry-level configurations, instead we can expect to see cheaper systems below $2,000 in February. While those prices haven’t been finalized, the reps say it should be similar to the earlier figures we were given.

It’s also worth noting that it didn't take much to configure the earlier models upwards of $2,000. It’s just unfortunate that Dell doesn’t have cheaper configurations available for the launch if its new systems, especially since they look so compelling. Meanwhile, Apple still hasn't budged its $1,599 MacBook Pro 14-inch pricing. At least Dell still comes in cheaper than the $2,499 MacBook Pro 16-inch.

On the desktop front, AMD's David McAfee, Corporate Vice President and GM of Client Channel Business, noted that the longevity of the company's AM4 and AM5 platforms might be a boon for gamers, since they can upgrade their CPUs without buying new RAM kits and motherboards. That allows for a pathway to better performance without paying out the nose for over-priced RAM.

"I think that will be potentially a trend that we see in 2026 with more component upgrades, as opposed to full system swap outs and, and altogether rebuilds," he said in a group interview with Engadget and other outlets. "Some of the most popular CPUs that are still running in gamers’ platforms are parts like the 2600 back to the Pinnacle Ridge days, or 3000 series... Stepping even from there into a little bit more modern 5,000 series processors in an AM4 socket and motherboard, there's a pretty big boost there."

McAfee added that around 30 to 40 percent of AMD's business still revolves around the AM4 platform, even without the specter of a wild memory market.

"There's no product that has memory in it that's immune to some of these forces around DRAM pricing and, and what it's doing to the market," he said, when asked about potential GPU price increases. "I think the, the truth is the volatility that we've seen over the past two months or so has really been unprecedented."

Looking ahead, he said he expects prices to settle within the first three to six months of the year, but he didn't discuss his reasoning further. As an aside, he also noted that AMD's X3D chips, which feature 3D V-cache, actually don't see much of a hit from slower RAM. Their high amounts of onboard L2 and L3 cache make up for less ideal memory transfer speeds, McAfee said.

That McAfee commented at all about the state of RAM is noteworthy. Every PC maker I’ve asked, including Dell and Acer, refused to comment on the volatile state of the memory industry ahead of CES. Perhaps they were hoping things would calm down before they had to price their new systems. Ultimately, they’re beholden to an increasingly limited supply of RAM.

And where is all that memory going? At CES, NVIDIA announced its new Vera Rubin AI supercomputer, which supports up to 54TB of RAM across 36 Vera CPUs and 20.7TB of memory across 72 GPUs. AMD, as well, announced its new Helios AI rack, which supports up to 31TB of memory across 72 AMD Instinct MI455X GPUs. Given the endless appetite for computing to power AI model building and inferencing, there’s likely going to be a significant demand for these beastly systems.

Put simply: Our global supply of memory is being sacrificed to appease the AI industry. That’s good news for the likes of OpenAI, Microsoft and NVIDIA, but bad news for anyone who cares about PCs and the consumer products we use every day. Get ready for a year of price hikes.

Update 1/12, 3:00p: Added a mention of lower entry-level configurations coming eventually.

CES 2026: A rocky year ahead of the PC industry

We're halfway through CES 2026, and it’s clear that it's going to be a rough year for the PC industry. In this episode, Devindra chats with Engadget's Dan Cooper about Intel, AMD, NVIDIA and the sad state of the PC industry. We've got some new CPUs, but the volatile RAM market will likely make everything expensive this year. Also, they dive into Dell's revival of the XPS brand, as well as iPolish's smart nails and Subtle's AI-powered VoiceBuds.

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Topics

• The state of the PC industry in 2026 -- 02:22

• Intel's new Core Ultra Series 3 chips --  12:41

• Dell's XPS lineup is back -- 17:41

• Our favorite products from  CES: 26:36

Credits

Hosts: Devindra Hardawar and Dan Cooper
Producer: Devindra Hardawar
Music: Dale North

While it's nice to see desktop support in AMD's new Ryzen AI 400 chips, demanding gamers and enthusiasts will likely be more intrigued by the company's next batch of Ryzen AI Max+ chips, as well as the new Ryzen 7 9850X3D with 3D V-Cache. The former will make its way into small desktops and a handful of workhorse laptops, while the latter is another option for gamers who want the speed bump of 3D V-cache without shelling out for the $700 9950X3D. 

Last year, AMD debuted its Ryzen AI Max chips as a way to create a single piece of silicon with powerful CPU cores, GPU cores, NPUs and integrated memory, similar to Apple's home-brewed chips. At the time, AMD VP Joe Macri also noted that the existence of Apple Silicon helped make the Ryzen AI Max chips possible.

"Many people in the PC industry said, well, if you want graphics, it's gotta be discrete graphics because otherwise people will think it's bad graphics," Macri said at last year's CES. "What Apple showed was consumers don't care what's inside the box. They actually care what the what the box looks like. They care about the screen, the keyboard, the mouse. They care about what it does."

AMD

At CES this year, AMD is unveiled the 12-core Ryzen AI Max+ 392 and eight-core Ryzen AI Max+ 388. Both chips feature boost speeds up to 5GHz, 50 TOPS NPUs and GPUs capable of 60 TFLOPs. We've seen the earlier Ryzen AI Max chips in the Framework Desktop and the ROG Flow Z13, and we were generally impressed with its performance. For small systems, it was powerful enough that we really didn't miss having dedicated GPUs.

AMD

As for the Ryzen 7 9850X3D, it's an 8-core chip that can reach up to 5.6GHz boost speeds with 104MB of combined L2 and L3 cache. Like all of AMD's X3D chips, it uses 3D V-cache technology to vertically stack additional cache memory. In comparison, the standard 9850HX chip has 76MB of L2 and L3 cache.

AMD says the new Ryzen AI Max+ chips and the 9850X3D will ship in the first quarter. There's no pricing information on the latter, yet, but recent leaked listings suggest it may go for around $200. Rumors also point to a massive dual-cache (192MB!) 9950X3D2 chip coming soon.

The whole AI PC trend didn't exactly set the world on fire last year, but, like clockwork, AMD is still ready to deliver a new batch of AI chips at CES 2026. The Ryzen AI 400 processors will offer some slight speed upgrades over last year's chips, and notably, they also include AMD's first Copilot+ processors for desktops. Sure, the Copilot+ program didn't really go anywhere, but as I've argued, it at least served as a template for building capable AI PCs. Now we just need some genuinely useful AI features in Windows — Recall and Copilot's voice commands aren't really compelling enough on their own.

AMD's first AI desktop chips, the Ryzen 8000G series, arrived in 2024 with relatively underpowered neural processing units (NPUs) for AI tasks. The Ryzen AI 400 chips, on the other hand, feature 60 TOPS XDNA 2 NPUs (up from the 50 to 55 TOPS in Ryzen AI 300 hardware). That places them well above the 40 TOPS NPU minimum for Copilot+ systems. For most consumers, NPU speeds don't really mean much yet, but if you're running AI models on your system you can expect slightly faster inferencing from AMD's previous chips.

AMD

The top-end Ryzen AI 9 HX 475 offers up to 12 Zen 5 CPU cores, 5.2GHz max boost speeds and up to 8,533 MT/s memory speeds. The line scales down to the four-core Ryzen AI 5 430, but even that model supports speedy 8,000 MTS RAM and offers a 50 TOPS NPU.

AMD isn't giving us many specific details on the Ryzen AI 400 chips at CES, but broadly, it claims they'll offer up to 30 percent faster multi-tasking, 70 percent faster content creation and 10 percent faster gaming than its previous chips. The company also says you'll see 70 percent better "unplugged connectivity" on Cinebench nT, which is hopefully a sign that you'll see improved performance overall on battery.