phone

also referred to as: phones

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jul 4, 2026 by Clay Bavor · across every show →

Everything said about phone, oldest first

Jul 4, 2026 bullish

Prediction Held up

Bavor predicts dedicated language model hardware in future phones and PCs

“Will you have a language model optimized hardware rolling out in, in our phones, in our computers? Yes.”

Clay Bavor Jul 4, 2026 ▶ 13:56 Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings

Jul 4, 2026 negative

Insight

Bavor: Local AI compute cannot solve server-side hardware bottlenecks

“Oh, it certainly wouldn't alleviate it. I think it will make some consumer applications much better. But, I mean, the reality is you need, you know, petaflops, exaflops of compute, certainly for training, and you want a whole bunch of compute quickly. At infer…”

Clay Bavor Jul 4, 2026 ▶ 13:33 Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings

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phone

Everything said about phone, oldest first

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