edge AI

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about edge AI, oldest first

Dec 9, 2025 bearish
Opinion
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.”
Gavin Baker Dec 9, 2025 ▶ 29:48 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 60 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.