Steven Sinofsky

Well, there's a whole bunch of stuff about privacy and sandboxing them, but the primary thing was if you just want to let something roll for three days while it figures out your best travel itinerary, you really don't want to end up with a...

$10,000 bill.

So instead you buy, you know, three minis and let it crank away with like each mini putting something in isolation or whatever.

And so, but if you just fast forward,

you know, six or nine months, it's abundantly clear.

And I say that as a predictor of the future, not like as a, it's obviously intellectually clear.

But like, it just seems to me that 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.

And I just don't imagine, I don't know how it can't happen.

So for someone who wants a more AI-native device in like a year when all of these products have shipped, do you think they're going to want like an NVIDIA Spark laptop or do you think they're going to want to stick with like MacBook Pro or the rumored MacBook Ultra, which is supposed to come out later this year, early next year?

Well, this is just, I mean, this is the huge thing.

And the way that I think this can play out is, well, of course you can play it out in like essentially status quo, which is, you know, the Fortune 500, you know, 80-20, 70-30 rule will be able to just fall to Windows devices running Intel or maybe Spark devices running ARM, but running with a Windows operating system.

And then, you know, the cool people, the bosses, the elites, or whatever you call it, running their MacBook Pros with Chrome or Safari, just connecting things, and phones.

But there's another path where it becomes incredibly important to run highly optimized AI stack of software on your device.

And whatever that stack is, is going to get optimized for a particular hardware base.

And that's a thing we've seen over and over again.

Now, where we are right now is just so interesting because we don't have enough information to know where things are heading.

At the announcement last night and the press releases and the commentary, Microsoft made it clear

much to my surprise, which we could go into, that the NVIDIA stack of CUDA will be available and supported and part of this Spark.