Edge

topic on 7 shows · 6 statements across 5 episodes · said 10 times in 4 episodes since 2018

Capital Allocators 4 the Knowledge Project 3 20VC 2 How I Built This 1 Sourcery Catalyst the a16z Podcast

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Capital Allocators 4the Knowledge Project 320VC 2How I Built This 1

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6 statements about Edge, every show

20VC 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
SOURCERY Opinion
Dan Wright: Next AI shift is deploying models to high-stakes edge operations
“And I think that's the next big shift that we're going to have to see is that these models, which are doing wonders for, you know, consumers and for knowledge workers, they need to be put in the hands of the people who really need them when you have to make sp…”
Dan Wright Jan 26, 2026 ▶ 2:52 Data Centers in Space? Armada’s CEO on SpaceX and the Edge · Sourcery with Molly O'Shea
CATALYST Insight
Sridhar: Tech value creation only happens when workloads move to the edge
“While things start In a very centralized fashion far away, ultimately the value is only created and the growth comes when that technology comes to the edge, closer to where people are, closer to where machines are, closer to where people are, and that is the p…”
K.R. Sridhar Oct 21, 2025 ▶ 13:39 Frontier Forum: The new power map for AI infrastructure
20VC 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
a16z Prediction Not checkable as stated
Levine: Real-time data processing will need to occur at the edge
“The other part is, so it's real-world information coupled with the idea that real-time data processing will need to occur at the edge where the information is being collected.”
Peter Levine Jul 15, 2017 ▶ 6:40 The End of Cloud Computing
a16z Prediction Not checkable as stated
Levine: The explosion of sensor data will kill the cloud
“Sensor data explosion will kill the cloud. Sensors are going to produce massive amounts of data. The existing infrastructure will not be able to handle the data volumes or the rates, and data is going to be stuck at the edge, and computing is going to move alo…”
Peter Levine Jul 15, 2017 ▶ 19:15 The End of Cloud Computing

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