Heh.can you give us a hint? I listened to it but got lost into so many business practices mumbo jumbo.
To summarize it
A) she referred to Pro and Scorpio as mid cycle refreshes.
B) zen is made to compete in the high margin space, consoles are traditionally low margins
C) as per Totten, the question was not asked when semi custom designs were arriving. The question that was asked was: we know you won't "out" any _new_ semi custom customers, but we would like to know when you Intend to have high margin products in the custom, semi custom space?
She answers with what has been debated to death.
Reading between the lines she is referring to server semi custom (that topic arises as her example of semi custom with higher margins)
So all in all, it does not or does rule Zen. However, I do have some insight into the main goals for MS in the coming year and converting Scorpio into a desktop replacement isn't one of them.
So you consider that with zen being positioned as a high margin product, and console space being price sensitive (she mentions the console space has very little margin for them) you can see an instant mismatch. You can't price a high end Zen for PC and then go bottom barrel pricing for console .
Leads me to my next point. The language around 2018 and beyond was never meant for console. No other consoles are arriving anytime soon, and we have no proof that CPU is the largest limiting factor for consoles go forward (it can be a bottleneck but does it need a zen??)
I think Scorpio will be a upclocked CPU with custom vega GPU.