I found the presentation confusing, the presenter did things out of order and regularly did not know where he was or what point he was making.
The subject is very complicated, hence the need for absolute clarity.
Also could we have a presenter not on a MacBook but on a Windows laptop, since Microsoft claims it's the best OS for any time of development. This would also probably represent the majority of your customers - do not hesitate to communicate stats that would prove otherwise.
To be fair, perhaps I don't know as much as needed to benefit most from the presentation.
Although I'm skeptical about the new form factor. It seems to me a cheap but good smartphone - and Microsoft has some of those - plus a good laptop, would appeal to more people than a very expensive smartphone with a dumb terminal in a laptop form factor. I could be wrong.
Using a computer at a parent's house, or at friends, as a screen + keyboard + mouse for a continuum phone, now that seems a very interesting scenario for work, and even perhaps for play if an Xbox controller attached to the laptop would work with continuum.
Not having a 950, I'm wondering if you can use it with a Bluetooth keyboard (btw Microsoft please stop producing wireless-with-dongle-but-not-Bluetooth-compatible keyboards and mice, the all-in-one media keyboard would be perfect with no dongle and Bluetooth instead) and mouse.
As a heavy user of Microsoft Wireless Display Adapter to project my 930, Surface and laptops, it seems to me WDA+Keyboard+continuum would be a great combination anywhere an FHD tv is available.