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Speaker 1: Qualcom is stepping up its efforts to break into the

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Speaker 1: personal computer market by unveiling a new laptop processor designed

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Speaker 1: to outperform rival products from Intel and Apple. Joining us

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Speaker 1: to discuss the new snap Dragon X is Christiano. I'mon

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Speaker 1: Qualcom CEO, and you join us from Maui at the

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Speaker 1: snap Dragon Summit. Christiano. The question that I hear over

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Speaker 1: and over again, be it from your investors or be

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Speaker 1: it from the millions of snap Dragon users and fans

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Speaker 1: around the world, is how is this fundamentally going to

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Speaker 1: change the operation and functioning of a personal computer.

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Speaker 2: Oh?

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Speaker 3: Yes, that's the reason we're very excited about what we're doing.

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Speaker 3: And I think the endorsement we get from Microsoft, I

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Speaker 3: think the presence of Microsoft in our event as well.

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Speaker 3: We have been working to build the next generation computing

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Speaker 3: device for the Windows ecosystem, and it comes with where

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Speaker 3: we see the conversions between the mobile and the PC.

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Speaker 3: It comes at a time that users want more mobility

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Speaker 3: and more performance and the whole experience becomes an AI experience,

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Speaker 3: and I think that's what we did with the Snapdragon

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Speaker 3: X Elite announcement. First of all, we're incredibly proud and

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Speaker 3: especially as we've been talking that Welcome is changing from

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Speaker 3: a communications company to a connected processor company. We just

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Speaker 3: unveiled the fastest CPU of any mobile computing device, of

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Speaker 3: any laptop in the world, fastest CPU in terms of performance.

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Speaker 3: We have the device here, people with test it that's

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Speaker 3: going to allow for you to have a lot more

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Speaker 3: performance for day applications, but also to have a lot

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Speaker 3: of AI on the device.

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Speaker 1: Christiana, We were submitted dozens of questions from our audience,

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Speaker 1: including snap Dragon insiders on Discord for example, and actually

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Speaker 1: a reoccurring question was how the latest generation CPU can

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Speaker 1: handle specific AI functions like Microsoft Pilot for example on device.

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Speaker 1: Can you give us any insight that.

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Speaker 2: Absolutely? So.

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Speaker 3: What is interesting about what we've done with this processor

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Speaker 3: not only has the fastest CPU for your everyday tasks

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Speaker 3: and gaming and all of those things, but it has

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Speaker 3: a separate engine and that is a unique differentiation from pocom.

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Speaker 2: It's called the NPU.

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Speaker 3: And it's about allowing your AI to run pervasively and

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Speaker 3: always running on the device, So the copilot will be

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Speaker 3: always running on the device to assist you with every task.

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Speaker 3: And the NPU is the biggest that you can performance.

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Speaker 3: You can find in the device. Just as an example,

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Speaker 3: we can run large models of thirteen billion parameters natively

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Speaker 3: on the device, and we show that we have been

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Speaker 3: partnered with all the major ecosystem investing on AI, from

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Speaker 3: Microsoft to Meta to Google and many other companies, and

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Speaker 3: having all of those models running natively on the device.

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Speaker 4: It's a fascinating moment in terms of competition. Cristiano as well,

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Speaker 4: it has been a couple of days ago reports in

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Speaker 4: Video is going to be challenging the space as well

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Speaker 4: with its own ARM based processes for PCs. You've got Apple,

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Speaker 4: of course showing its prowess in the area. How do

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Speaker 4: you set yourself apart from what is going to be

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Speaker 4: a real rushed and PC area.

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Speaker 3: I actually think the announcements to happen, especially the Vida announcement,

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Speaker 3: is one of the best things that could have happened.

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Speaker 2: For our efforts in the PC.

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Speaker 3: We have been talking for a while since we embark

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Speaker 3: on this journey with Microsoft that the PC market is

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Speaker 3: moving to an ARMED compatible away from the x eighty

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Speaker 3: six into an ARM compatible instruction set. The Nvidia announcement

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Speaker 3: is devalidation that that is the new market and that

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Speaker 3: is the new tam for welcoming. It comes at a

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Speaker 3: perfect time that we have been diversifying the company and

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Speaker 3: looking for new opportunities and in markets for technology, and

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Speaker 3: we had started on this journey for at least the

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Speaker 3: past three to four years I think twenty four.

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Speaker 2: With the new Windows and I Windows AI, that comes

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Speaker 2: to fruition.

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Speaker 3: It starts to be at the end of the twenty

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Speaker 3: twenty four material for Qualcom.

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Speaker 2: So we're really excited about that.

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Speaker 3: And we look at all those announcements and endorsement that

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Speaker 3: this whole p SEE ecosystem is moving to them, and

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Speaker 3: we just developed the fastest ARMSCPU in the world.

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Speaker 4: We've got well announcement potentially as soon as next week

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Speaker 4: with Apple and three. When you've got a competitive but

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Speaker 4: a validated space, as you seem to be articulating, what

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Speaker 4: volumes do you anticipate in one for example.

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Speaker 2: Well, we're not making projections.

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Speaker 3: I think we have been very careful, especially because we

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Speaker 3: have this is a new market for us, so we

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Speaker 3: think of us as a new entrant, and if you

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Speaker 3: look at of the size of this market, I think

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Speaker 3: even if we get a smaller share, significant growth opportunity

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Speaker 3: for Qualcom. And we're excited about what we have developed

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Speaker 3: the parts competitive and one thing we haven't mentioned about

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Speaker 3: it besides the performance, the power, which is our DNA

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Speaker 3: of making very power efficient devices for better in life

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Speaker 3: is incredible. We exceeded the performance of the fastest CPU

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Speaker 3: you can get from Intel for gaming, but we do

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Speaker 3: add a seventy percent less power as an example.

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Speaker 1: For our Bloomberg television and radio audiences worldwide. We're joined

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Speaker 1: by Quowcom CEO Christiano Amon from the snap Dragon conference

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Speaker 1: in Maui. You just mentioned power. The claim is that

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Speaker 1: it's about sixty eight percent less power than the comparable

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Speaker 1: Intel processor. A really fair question is the price premium

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Speaker 1: though that your latest chip has a lot of questions

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Speaker 1: from global end market users, was like, well, how much

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Speaker 1: am I going to have to pay over the nose

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Speaker 1: to have X access to a consumer electronics device that

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Speaker 1: carries snap Dragon X relative to mid and lower tier

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Speaker 1: smartphone or PC.

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Speaker 2: I'm going to answer that question two ways.

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Speaker 3: The first one is we're going to enable with this

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Speaker 3: product for you to have a thin and light laptop

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Speaker 3: that you can have the performance that you would find

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Speaker 3: otherwise on a high end gaming device. So I think,

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Speaker 3: if anything, we're going to be democratizing technology and make

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Speaker 3: that an AI running on device available to more people.

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Speaker 3: And that's easy to understand, giver mobile heritage. The other

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Speaker 3: part of that is actually we look at the Snapdragon

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Speaker 3: Elite ACX actually as a premium Snapdragon solution which improves

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Speaker 3: dramatically or mixed and it has great financial contribution as

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Speaker 3: we look at the margin of those products.

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Speaker 2: So I think it's a win win for both sides.

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Speaker 1: One thing that you guys do really well is look

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Speaker 1: at snap Dragon and this kind of fan base you have.

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Speaker 1: You know, everyone is raved about the h one hundred

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Speaker 1: GPU from a video all year, but I've noticed this

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Speaker 1: kind of deep reddit, forum, discussion, disc call channels dedicated

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Speaker 1: to snap Dragon. How much do you take into account

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Speaker 1: the feedback from those community and your development of the

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Speaker 1: products and what it can actually do a lot.

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Speaker 3: I think one of the things we do well is

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Speaker 3: we have been nurching this community. By the way that

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Speaker 3: both of you should be a Snapdragon insiders, you may

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Speaker 3: be missing out, and we've been nurching this community. It's

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Speaker 3: growing very fasts, over fourteen million, and those are tech

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Speaker 3: enthusiasts and they really love the technology. The advanced users

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Speaker 3: and they give us a lot of insights, and we really.

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Speaker 2: Like that relationship.

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Speaker 4: Ultimately. I mean, I remember when we were first coming

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Speaker 4: and sitting down with you a couple of years ago,

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Speaker 4: it was all about supply chain issues when it came

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Speaker 4: to chips and how you navigated that. Is there any

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Speaker 4: sort of concern when you're thinking about unleashing these new

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Speaker 4: more powerful PC processes now.

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Speaker 3: The supply chain I think crisis we had as microductor

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Speaker 3: industries behind us, and we we actually look at into

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Speaker 3: the future as the most exciting thing now is how

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Speaker 3: AI is developing on device outside the data center, and

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Speaker 3: it's going to touch phones, is going to touch PCs,

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Speaker 3: is going to touch cars, and we're looking maybe we

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Speaker 3: have an opportunity to create a whole new cycle and

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Speaker 3: the phone business and generate growth in the phone business as.

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Speaker 2: Well with AI.

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Speaker 1: Cristiano, I want to be sort of reflective for a minute.

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Speaker 1: You and many of your peers have tried to bring

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Speaker 1: arm based CPUs to PCs for a decade, and fundamentally

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Speaker 1: the personal computer has not changed for a decade. The

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Speaker 1: ecosystem around X seven eighty six, for example, Massive, It's

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Speaker 1: been tried, tested, Why now, why is this going to

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Speaker 1: be any different from what you've tried in the last

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Speaker 1: ten years.

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Speaker 3: Okay, let me let me bring you a different perspective

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Speaker 3: because there's a number of different vectors that are changing

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Speaker 3: the PC. And by the way, you know, I think

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Speaker 3: we need to get We need to say Apple did

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Speaker 3: a very good job when they developed the M series

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Speaker 3: and creating a PC the base on a mobile SEC

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Speaker 3: architecture and UH, and that's one of the things that

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Speaker 3: we have been working to do the same and create

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Speaker 3: the best possible performance next generation PC for.

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Speaker 2: The Windows ecosystem. But the reason this is different.

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Speaker 3: First of all, I'm talking to you right now via

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Speaker 3: my PC, and PC became a communication device.

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Speaker 2: Uh.

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Speaker 3: We we took working UH with mobility to the next level.

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Speaker 3: And then the biggest piece is the fact that AI

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Speaker 3: is changing the user experience. If you think about Microsoft's

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Speaker 3: doing a co pilot, even with Microsoft said about the

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Speaker 3: price of the co pilot, which I actually think is inexpensive,

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Speaker 3: if you think about the productivity increases they can do

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Speaker 3: for many enterprises, that is changing.

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Speaker 2: It's going to be a different type of device.

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Speaker 3: And that's what we're working on, and that's going to

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Speaker 3: be a bright new feature we're going to bring a

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Speaker 3: lot of excitement and hopefully a new upgrade cycle for PC's.

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Speaker 1: Welcome to see Christiana Ramon from Snapdragon and Maui. Thank

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Speaker 1: you for your time.