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cloud

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 8, 2025 by Josh Wolfe · across every show →

Everything said about cloud, oldest first

Dec 8, 2025 bullish
Prediction Open · timeframe Dec 2030
Wolfe: 50% of AI Inference Will Run Locally On-Device
“I'm of the belief that 50% of your inference and your queries will be on device. They will not be on device going to the cloud. They will be on device. Locally hosted on models that are either etched into the silicon or using flash memory.”
Josh Wolfe Dec 8, 2025 ▶ 38:41 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Dec 22, 2025 bullish
Assertion Not checkable as stated
Sacerdote: AI infrastructure is only 14% penetrated on the S-curve
“We're only about 14% penetrated on the AIS curve for infrastructure. Within the cloud, it's only three or four percent.”
Alex Sacerdote Dec 22, 2025 ▶ 28:12 Top 5 of 2025: #4: Alex Sacerdote
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