Steven Sinofsky

Having lived through like a half dozen component shortage things, you just sort of wait them out and you don't let some local Macs or local men determine the future.

This will all correct itself in short order.

This world where you're all gated on dollars per token is a thing that's going to move to your own device, which is exactly what happened with all of computing.

Anytime there's a resource constraint that you have to pay for, it moves to your device and becomes free.

AI introduces yet another opportunity to change that dynamic for the PC to have it be forward-looking, not backward-looking.

And I think this is an incredibly important opportunity for Microsoft and for the industry as a whole.

I'm in the Situation Room with Steven Sanofsky, who might have been like the first ever guest on MTS back when we were still doing test streams, I think.

He was the first person I interviewed on a test stream.

He was the president of the Windows division at Microsoft.

He created the Surface program at Microsoft, which we have some very interesting news about today.

We're thrilled to have you on.

Steven, welcome to MTS.

Welcome back.

Well, thanks so much.

Good to see you.

Hi, everyone.

First question would be, NVIDIA and Microsoft and ARM and a few other companies just announced something very interesting at Computex.

What exactly did they announce and what does it matter?

Sure, well, just so folks know, because it doesn't get in the news much, but Computex is this big, giant trade show in Taiwan.

And it's the weirdest show, because it's like this total inside baseball...