David Pierce

Every, every major piece.

basically announced a new flagship laptop, the Surface Laptop Ultra that is running the RTX Spark.

And so again, this thing feels big.

Like you get the sense Nvidia is not sort of shipping a chip in the way that a lot of companies do where they're like, well, we have the one that runs Intel.

And then if you want, we'll lift it out and put another one in and you can just sort of pick a processor, AMD or Intel when you buy that.

Like this is, we are creating new kinds of devices for this chip and they seem to have the whole PC industry

on board.

They really do.

That feels huge to me.

Yeah, I feel like over the last really year or so, this incredibly long progress free Windows on ARM journey is finally happening.

Like I feel like I finally have some real confidence in companies that ship Windows on ARM products that it will mostly work.

And it's still through emulation.

There's still stuff that can go wrong.

A lot of this still needs some updating on the part of developers.

But it does feel like we've at least raised the floor on this enough that I don't immediately see this as like giant red flag, none of your apps are going to work properly.

It feels like we've at least solved that problem.

And now all that's left is to really sort of optimize.

And it does, to your point, NVIDIA is maybe better than anybody in the industry not named Apple at making people build stuff to its specs.

So just the fact that it's out here doing this might be a huge win for Windows on ARM as a whole.

So lest I get too excited before we wrap up here, these things are going to cost a fortune, right?