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Prakash of Tantra Analyst joins Leonard Lee of neXt Curve recap Microsoft's big developer event of the year - Build 2024 held at the Seattle Conference Center. Generative AI was the order of the day as was the big news, Copilot+ PC and a new era for the PC ushered in by Windows on Arm with Qualcomm's Snapdragon X Series of AI PC processors. The conference was dominated by the Copilot Stack. Microsoft had an overwhelming deluge of announcements.
Leonard and Prakash parse through the stuff that matters:
- Intro and impressions of Microsoft Build 2024 (3:00)
- The advent of Copilot+ PC and Snapdragon X Series (11:15)
- What is the difference between the AI PC and Copilot+ PC? (17:55)
- The Apple dynamic. What do they have to do with Windows on Arm? (18:50)
- The impact of the AI PC on the economics of hybrid AI (22:20)
- What will Nvidia have to say about AI PC? (23:19)
- Windows 11 Recall - On or off? (25:25)
- The generative AI fragmentation problem (29:57)
- The persistent GenAI security gap and impediment to responsible AI (34:35)
- Microsoft's tools for realizing "clean data" essential for good AI (37:10)
- Microsoft's Real-Time Something or Other - IoT Platform redux? (40:34)
- The Microsoft versus Google-driven GenAI fragmentation challenge (41:09)
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