edge

also referred to as: the edge

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 24, 2024 by David Luan · said 2 times in 1 episodes since 2026 · across every show →

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brought up most by Ariel Cohen (2)

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Everything said about edge, oldest first

Jun 24, 2024 bullish
Prediction Not checkable as stated
Luan: Apple will dominate private on-device AI running at the edge
“And so I think as a result, I think Apple is just going to completely crush at everything that looks like something that's really private, something that's fine-tuned on your own particular data, but doesn't require massive reasoning capability. And that will …”
David Luan Jun 24, 2024 ▶ 29:49 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Jun 29, 2026 neutral
Insight
Shridhar: Almost All Technology Infrastructure Eventually Shifts to the Edge
“Almost everything in technology ultimately moves to the edge closer to where people are.”
K.R. Shridhar Jun 29, 2026 ▶ 34:52 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
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