I've seen him give this great talk before, but IMO the delivery this time feels rushed and a bit disjointed. That said, the last few minutes summarize his powerful "Gretzky Game" idea so succinctly that they're worth the price of admission alone.
I would recommend watching the last 18 seconds of this version (starting at https://youtu.be/ZDM33CMJvp8?t=3452), internalizing the Gretzky Game slide on the screen, backing it up and watching the fuller explanation in the preceding ~3 minutes (starting at 54:18, https://youtu.be/ZDM33CMJvp8?t=3258), and then finally watching a different, more expansive version of the talk like this one, given at Qualcomm: https://www.youtube.com/watch?v=NdSD07U5uBs.
Oddly specific advice, I know, but hopefully helpful to somebody.
Now this right here https://www.youtube.com/watch?v=NdSD07U5uBs?t=1362 is the problem: if you follow the idea of computers as virtualisers where it leads you do not, in the general case, end up with the flat backplane talked about from 23:15 and shown in the accompanying slide. (Actually, this is in turn probably just a symptom of another, more general problem.)
I would recommend watching the last 18 seconds of this version (starting at https://youtu.be/ZDM33CMJvp8?t=3452), internalizing the Gretzky Game slide on the screen, backing it up and watching the fuller explanation in the preceding ~3 minutes (starting at 54:18, https://youtu.be/ZDM33CMJvp8?t=3258), and then finally watching a different, more expansive version of the talk like this one, given at Qualcomm: https://www.youtube.com/watch?v=NdSD07U5uBs.
Oddly specific advice, I know, but hopefully helpful to somebody.