It’s for running AI on the GPU. You need a really expensive PC GPU to get more than like 16 GB of RAM or whatever, so the bottleneck for large AI models is swapping in and out data from system RAM over PCIe.

The Mac has an SoE with unified memory, where the GPU can access all 192 GB at full speed, which is perfect for AI workloads where you need the GPU to access all the RAM. There’s always a tradeoff where the PC GPUs have faster processors (since they have a way bigger power budget), but the Mac GPU has faster memory access, so it’s not always a slam-dunk which is better.

APUs/Integrated GPUs on PCs also have unified memory but they always targeted the low end so aren’t as useful.

He’s explicitly said he wants to make “X” the China-WeChat-style “super app” of the west that you need to have installed to do anything and everything, and that includes payments https://en.wikipedia.org/wiki/Super-app