small models
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 9, 2026 by Ranjan Roy · across every show →
Everything said about small models, oldest first
Mar 9, 2026 bearish
Roy: Running AI models locally undermines centralized data center capex narratives
“Small models are gonna run locally on device. And that's actually gonna be how infrastructure gets built out. That throws such a wrench into any of these stories that we've been talking about for the last 30 minutes, like that completely destroys those stories…”