Theo Jaffee speaks with Steven Sinofsky about the next generation of personal computing and the growing role of AI-native hardware. The conversation covers NVIDIA’s entry into the PC market, Microsoft’s strategy for AI-powered devices, Apple’s hardware roadmap, and the long-running tension between backward compatibility and platform reinvention. Sinofsky explains why AI may fundamentally change how personal computers are designed, and why local inference could become increasingly important as AI workloads grow. Along the way, they discuss Windows, Surface, Arm processors, Apple Silicon, and what the future of computing might look like as AI shifts from the cloud to devices. Resources: Find Steven on X: https://x.com/stevesi [https://x.com/stevesi] Find Theo on X: https://x.com/theojaffee [https://x.com/theojaffee] Stay Updated: Find a16z on YouTube: YouTube [https://www.youtube.com/@a16z] Find a16z on X [https://x.com/a16z] Find a16z on LinkedIn [https://www.linkedin.com/company/a16z] Listen to the a16z Show on Spotify [https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg] Listen to the a16z Show on Apple Podcasts [https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711] Follow our host: https://twitter.com/eriktorenberg [https://twitter.com/eriktorenberg] Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.