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The a16z Show

Steven Sinofsky on AI PCs, NVIDIA, and the Future of Computing

The a16z Show

a16z

Culture, Business, Science, Disruption, Technology, Software Eating The World, Entrepreneurship, Innovation

4.21.2K Ratings

🗓️ 2 June 2026

⏱️ 30 minutes

🧾️ Download transcript

Summary

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.

Transcript

Click on a timestamp to play from that location

0:00.0

Having lived through like a half dozen component shortage things,

0:04.0

you just sort of weight them out and you just let some local Macs or local men determine the future.

0:10.0

This will all correct itself in short order.

0:13.0

This world where you're all gated on dollars per token is a thing that's going to move to your own device,

0:20.0

which is exactly what happened

0:21.3

with all of computing. Anytime there's a resource constraint that you have to pay for,

0:26.8

it moves to your device and becomes free. AI introduces yet another opportunity to change that

0:36.3

dynamic for the PC to have it be forward-looking,

0:39.9

not backward-looking.

0:41.3

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

0:48.0

Few people have had a front row seat to the Personal Computing Revolution, quite like Steven

0:52.0

Sinovsky.

0:53.5

Over nearly three decades at Microsoft,

0:55.7

he helped shape products that defined the PC era, including Windows, Office, and Surface.

1:01.7

Along the way, he also witnessed one of the technology industry's longest running rivalries,

1:06.4

Microsoft and Apple. As Apple celebrates its 50th anniversary, questions about product design,

1:12.8

platforms, hardware, software, and the future of computing remain as relevant as ever.

1:18.7

Theo Jaffe speaks with Steven Sinovsky about Apple, Microsoft, and the evolution of personal

1:24.2

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

1:36.4

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

1:39.6

He was the president of the Windows Division at Microsoft.

1:43.5

He created the Surface program at Microsoft,

...

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