So... what was the answer?

Pretty much the same as what you see in the comments here. For certain workloads, NPU is faster than CPU by quite a bit, and I think he gave some detailed examples at the low level (what types of computations are faster, etc).

But nothing that translated to real world end user experience (other than things like live transcription). I recall I specifically asked "Will Stable Diffusion be much faster than a CPU?" in my question.

He did say that the vendors and Microsoft were trying to come up with "killer applications". In other words, "We'll build it, and others will figure out great ways to use it." On the one hand, this makes sense - end user applications are far from Intel's expertise, and it makes sense to delegate to others. But I got the sense Microsoft + OEMs were not good at this either.

Probably a lot of jargon AI word salad that boiled down to “I’m leaving in Dec. 2024, you guys have fun.”