SITUATION EXPLAINED: AI is giving Microsoft a second chance to reinvent the PC.

@stevesi, who built the original Surface, thinks they can't afford to miss it again.

"My heart and the strategy for ARM was always to introduce this discontinuity... the world is different now. Better battery life, no fans, no viruses. Didn't work. Microsoft basically abandoned ARM for the next eight years."

"AI introduces yet another opportunity to change that dynamic for the PC to have it be forward-looking, not backward-looking."

"This is an incredibly important opportunity for Microsoft and for the industry as a whole."