225: The Great AI PC Moment

Welcome to IoT Coffee Talk #225 where we have a chat about all things #IoT over a cup of coffee or two with some of the industry's leading business minds, thought leaders and technologists in a totally unscripted, organic format. Thanks for joining us. Sit back with a cup of Joe and enjoy the morning banter.

This week, Marc, Bill, Steve, and Leonard jump on Web3 live from Berlin to talk about:

* BAD KARAOKE! "Rock You Like A Hurricane", The Scorpions (Germany's greatest rock band!)
* Leonard complains about the tiny coffees in Berlin.
* Marc gives Leonard tourism advice in the great city of Berlin.
* Lenovo Innovation World 2024 - The Great Convergence of AI PC Silicon
* Will the AI PC make a difference and will Copilot+ PC land or flop?
* Intel's Lunar Lake is a big deal for Intel. It's more important than you think.
* Qualcomm's Snapdragon X Series. Can it disrupt the PC industry?
* Why the channel is important and why it can make or break you.
* What the hell is an NPU and why will it matter in a PC and anywhere else?
* What went wrong with Intel... or did it? A victim of impatience and perspective?
* Why Leonard doesn't talk valuation as a tech and industry analyst.
* The velocity of markets and deal flow - why it defines different IoT games. 
* Business is a tough thing. Why do we treat it like it is easy... HBS?

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