Edge AI
topic on 4 shows · 4 statements across 4 episodes
Invest Like the Best 
the Green Blueprint 
the MAD Podcast 
All-In
4 statements about Edge AI, every show
Local edge AI is the most plausible threat to cloud compute demand
“Edge AI is to me by far the most plausible and scariest bear case.”
Friedberg: Practical AI value does not require large cloud models
“We're using a lot more models, and we're seeing them be very practically applied at the edge, so you don't need to have large models running on a large compute cloud to get practical value, and this is definitely a big A big point in the industry is that you'r…”
Phillips: Treat smart meters as distributed computing platforms, not collection devices
“Once you start to think of this as a distributed platform, not just a data collection device, this entire world of making use of the data at the edge and AI machine learning at the edge starts to get opened up.”